AGC OF GREATER MILWAUKEE INC EDUCATION AND RESEARCH FOUNDATION (EIN 391403645) - 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

1970

Legal Domicile

Principal Officer

MARK KESSENICH

Phone

4147784100

Tax Period

2025-01-01 to 2025-12-31

AGC OF GREATER MILWAUKEE INC EDUCATION AND RESEARCH FOUNDATION, founded in 1970, is a micro nonprofit that reported $64K in total revenue in fiscal year 2025. Revenue surged 57% from the prior year, signaling strong growth momentum. The organization ran a surplus of $44K, a strong 69% operating margin.

Mission

TO PROVIDE A SOLID BASE OF EDUCATIONAL AND RESEARCH PROGRAMS THAT WILL ALLOW DESERVING STUDENTS THE CHANCE TO PURSUE THEIR DREAMS OF A CAREER IN CONSTRUCTION.

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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 (2025)

Revenue Breakdown

Contributions & Grants $82,880

Program Service Revenue $0

Investment Income $1,059

Other Revenue $-20,000

TOTAL REVENUE $63,939

Expense Breakdown

Grants Paid $20,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $20,000

Other Expenses $0

TOTAL EXPENSES $20,000

Year-over-Year Comparison

	2025	2024	Change
Revenue	$63,939	$40,822	+0.6%
Expenses	$20,000	$39,500	-0.5%
Net Income	$43,939	$1,322	+32.2%

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

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

$290,364

Total Directors

$290,364

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARK KESSENICH	C.E.O./STAFF MANAGER	2.00	Officer Director	$0	$51,836	$290,364
RUPERT KOTZE	CHAIRMAN/TRUSTEE	2.00	Officer Director	$0	$0	$0
JIM PARKS	TRUSTEE	2.00	Director	$0	$0	$0
RICK SCHMIDT	TRUSTEE	2.00	Director	$0	$0	$0
JIM FLEMING	TRUSTEE	2.00	Director	$0	$0	$0
LEAH MANNING	TRUSTEE	2.00	Director	$0	$0	$0

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	$63,939	$20,000	$92,861	$43,939
2024	$40,822	$39,500	$48,922	$1,322
2023	$33,237	$45,000	$47,600	$-11,763
2022	$18,161	$30,000	$59,363	$-11,839
2021	$27,389	$45,000	$71,202	$-17,611
2020	$23,970	No data	$88,813	No data
2019	$32,597	$70,000	$64,843	$-37,403
2018	$29,556	$55,000	$102,246	$-25,444

AGC OF GREATER MILWAUKEE INC EDUCATION AND RESEARCH FOUNDATION