MILWAUKEE AREA TECHNICAL COLLEGE FOUNDATION INC (EIN 391341603) - 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

1979

Legal Domicile

Principal Officer

JULIANNA EBERT

Phone

4142977687

Tax Period

2023-07-01 to 2024-06-30

MILWAUKEE AREA TECHNICAL COLLEGE FOUNDATION INC, founded in 1979, is a mid-sized nonprofit in the Education sector that reported $16.7M in total revenue in fiscal year 2023. Revenue grew 8% year-over-year, indicating healthy expansion. The organization ran a surplus of $2.9M, a strong 17% operating margin.

Mission

SUPPORT MILWAUKEE AREA TECHNICAL COLLEGE BY RAISING FUNDS FOR SCHOLARSHIPS/PROGRAM SUPPORT.

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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 (2023)

Revenue Breakdown

Contributions & Grants $14,519,026

Program Service Revenue $0

Investment Income $2,134,605

Other Revenue $46,794

TOTAL REVENUE $16,700,425

Expense Breakdown

Grants Paid $13,187,039

Salaries & Benefits $0

Fundraising Expenses $170,697

Program Expenses $13,312,297

Other Expenses $652,406

TOTAL EXPENSES $13,839,445

Year-over-Year Comparison

	2023	2022	Change
Revenue	$16,700,425	$15,435,991	+0.1%
Expenses	$13,839,445	$12,616,074	+0.1%
Net Income	$2,860,980	$2,819,917	+0.0%

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

N/A

Volunteers

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

$536,963

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHANTEL BYRD	PRESIDENT	2.00	Officer Director	$0	$0	$0
JULIANNA EBERT	SECRETARY	1.00	Officer Director	$0	$0	$0
DAVE MEGNA	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
MATTHEW PARTRIDGE	TREASURER	1.00	Officer Director	$0	$0	$0
JAMIE BERGER	DIRECTOR	0.50	Director	$0	$0	$0
JIM COSCO	DIRECTOR	0.50	Director	$0	$0	$0
EUGENE GILCHRIST	DIRECTOR	0.50	Director	$0	$0	$0
VIOLA HAWKINS	DIRECTOR	0.50	Director	$0	$0	$0
JAIME HURTADO	DIRECTOR	0.50	Director	$0	$0	$0
SUSAN LUBAR	DIRECTOR	0.50	Director	$0	$0	$0
TRACY LUBER	DIRECTOR	0.50	Director	$0	$0	$0
EMILY PHILLIPS	DIRECTOR	0.50	Director	$0	$0	$0
TIMOTHY SMITH	DIRECTOR	0.50	Director	$0	$0	$0
ERICA CASE	DIRECTOR	0.50	Director	$0	$0	$0
DANIELLE BERGNER	DIRECTOR	0.50	Director	$0	$0	$0
RAJES NAMBOOTHIRY	DIRECTOR	0.50	Director	$0	$0	$0
ANTHONY CRUZ	DIRECTOR	0.50	Director	$0	$0	$0
LAURA BRAY	EXECUTIVE DIRECTOR	15.00	Officer	$0	$47,070	$239,372
JASON FLANDERS	OPERATIONS DIRECTOR	40.00	Officer	$0	$30,047	$139,768
VIRGINIA FINN	CHIEF DEVELOPMENT OFFICER	40.00	Officer	$0	$27,857	$157,823

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	No data	No data	No data	No data
2024	$16,700,425	$13,839,445	$42,802,673	$2,860,980
2023	$15,371,502	$12,615,686	$38,530,809	$2,755,816
2022	$18,292,742	$9,507,486	$33,356,211	$8,785,256
2021	$13,698,836	$8,652,385	$30,589,690	$5,046,451
2020	$10,555,770	$10,162,491	$19,972,337	$393,279
2019	$9,270,390	$8,892,920	$19,201,725	$377,470
2018	$8,075,070	$7,525,494	$18,474,727	$549,576

MILWAUKEE AREA TECHNICAL COLLEGE FOUNDATION INC