NARI MILWAUKEE (EIN 391199104) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1962

Legal Domicile

Principal Officer

MICHELLE BROWN

Phone

4147714071

Tax Period

2024-07-01 to 2025-06-30

NARI MILWAUKEE, founded in 1962, is a community nonprofit that reported $1.7M in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $1.6M left a modest 6% surplus.

Mission

TO UNITE PERSONS AND ORGANIZATIONS WHOSE ACTIVITIES ARE RELATED DIRECTLY TO THE FIELD OF HOME IMPROVEMENT.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $15,000

Program Service Revenue $1,532,870

Investment Income $39,414

Other Revenue $111,228

TOTAL REVENUE $1,698,512

Expense Breakdown

Grants Paid $0

Salaries & Benefits $343,477

Fundraising Expenses $0

Other Expenses $1,250,796

TOTAL EXPENSES $1,594,273

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,698,512	$1,487,771	+0.1%
Expenses	$1,594,273	$1,449,372	+0.1%
Net Income	$104,239	$38,399	+1.7%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

100

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$122,279

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DIANE NELSON	IMMEDIATE PAST PRESIDENT	2.00	Director	$0	$0	$0
TOM GIES	PRESIDENT	4.00	Officer Director	$0	$0	$0
DAVE KALLIE	VICE PRESIDENT	4.00	Officer Director	$0	$0	$0
MATT GESZVAIN	TREASURER	2.00	Officer Director	$0	$0	$0
DAVE HOFFMAN	SECRETARY	3.00	Director	$0	$0	$0
MIKE MADISON	DIRECTOR	2.00	Director	$0	$0	$0
MICHAEL STUROMSKI	DIRECTOR	2.00	Director	$0	$0	$0
MATT MAURICE	DIRECTOR	2.00	Director	$0	$0	$0
TED GRUND	DIRECTOR	2.00	Director	$0	$0	$0
NANCY BROCHHAUSEN	DIRECTOR	2.00	Director	$0	$0	$0
MICHELLE BROWN	EXECUTIVE DIRECTOR	40.00	Officer	$122,279	$0	$122,279

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$1,698,512	$1,594,273	$1,977,591	$104,239
2024	No data	No data	No data	No data
2023	$1,510,195	$1,418,848	$1,733,606	$91,347
2022	$1,389,578	$1,477,359	$1,527,248	$-87,781
2021	$1,271,927	$1,257,986	$1,725,139	$13,941
2020	$1,673,730	$1,503,520	$1,680,193	$170,210
2019	$1,697,364	$1,698,031	$1,427,430	$-667

NARI MILWAUKEE