RONALD MCDONALD HOUSE CHARITIES OF EASTERN WISCONSIN INC (EIN 391433107) - 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

1982

Legal Domicile

Principal Officer

LAURIE BERTRAND

Phone

4144755333

Tax Period

2024-01-01 to 2024-12-31

RONALD MCDONALD HOUSE CHARITIES OF EASTERN WISCONSIN INC, founded in 1982, is a community nonprofit in the Health Care sector that reported $7.5M in total revenue in fiscal year 2024. Revenue surged 24% from the prior year, signaling strong growth momentum. The organization ran a surplus of $3.0M, a strong 40% operating margin.

Mission

TO KEEP FAMILIES TOGETHER AND PROMOTE THE HEALTH AND WELL-BEING OF CHILDREN.

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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 $6,616,086

Program Service Revenue $0

Investment Income $1,342,088

Other Revenue $-433,473

TOTAL REVENUE $7,524,701

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,847,094

Fundraising Expenses $517,977

Program Expenses $3,571,822

Other Expenses $2,504,717

TOTAL EXPENSES $4,500,904

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,524,701	$6,092,018	+0.2%
Expenses	$4,500,904	$4,237,301	+0.1%
Net Income	$3,023,797	$1,854,717	+0.6%

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

425

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

$186,765

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LINDSEY PEARSON	CHAIRPERSON	3.00	Officer Director	$0	$0	$0
JOSHUA CARLSON	VICE CHAIRPERSON	3.00	Officer Director	$0	$0	$0
DAVID FRIEDER	TREASURER	3.00	Officer Director	$0	$0	$0
BOB LEHR	SECRETARY	3.00	Officer Director	$0	$0	$0
JULIE ALBRECHT	DIRECTOR	3.00	Director	$0	$0	$0
PETER BARTZ	DIRECTOR	3.00	Director	$0	$0	$0
DENNIS BUCHAN	DIRECTOR	3.00	Director	$0	$0	$0
CINDY MEYER	DIRECTOR	3.00	Director	$0	$0	$0
RASHI KHOSLA	DIRECTOR	3.00	Director	$0	$0	$0
STEVE KILIAN	DIRECTOR	3.00	Director	$0	$0	$0
RYAN LARSON	DIRECTOR	3.00	Director	$0	$0	$0
SCOTT TURNER	DIRECTOR	3.00	Director	$0	$0	$0
GARY ZIMMERMAN	DIRECTOR	3.00	Director	$0	$0	$0
JENNIFER GRAYSON	DIRECTOR	3.00	Director	$0	$0	$0
TODD JONES	DIRECTOR	3.00	Director	$0	$0	$0
JEFF RIPPLE	DIRECTOR	3.00	Director	$0	$0	$0
JAMIE LOGSDON	DIRECTOR	3.00	Director	$0	$0	$0
STACEY MURPHY	DIRECTOR	3.00	Director	$0	$0	$0
MATTHEW PESCHKE	DIRECTOR	3.00	Director	$0	$0	$0
MELANIE RICKS	DIRECTOR	3.00	Director	$0	$0	$0
JEFF STEREN	DIRECTOR	3.00	Director	$0	$0	$0
MARK WELLE	DIRECTOR	3.00	Director	$0	$0	$0
MIKE TIMMERS	DIRECTOR	3.00	Director	$0	$0	$0
ANDREA JONAS	DIRECTOR	3.00	Director	$0	$0	$0
LAURIE BERTRAND	PRESIDENT / CEO	55.00	Officer	$181,328	$5,437	$186,765
BRIDGET KESNER	DIRECTOR OF PHILANTHROPY	45.00	Highest	$112,619	$6,532	$119,151

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
2024	$7,524,701	$4,500,904	$49,266,644	$3,023,797
2023	$6,092,018	$4,237,301	$45,872,744	$1,854,717
2022	$6,631,152	$3,689,249	$44,094,170	$2,941,903
2022	$6,631,152	$3,689,249	$44,094,170	$2,941,903
2021	$8,974,077	$3,192,271	$44,058,995	$5,781,806
2020	$4,911,423	$3,055,949	$38,044,733	$1,855,474
2019	$6,268,898	$3,331,552	$35,178,488	$2,937,346
2018	$5,434,222	$3,438,292	$30,067,369	$1,995,930

RONALD MCDONALD HOUSE CHARITIES OF EASTERN WISCONSIN INC