WESTOWN ASSOCIATION OF MILWAUKEE INC (EIN 391600531) - 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

1987

Legal Domicile

Principal Officer

STACIE CALLIES

Phone

4142766696

Tax Period

2024-01-01 to 2024-12-31

WESTOWN ASSOCIATION OF MILWAUKEE INC, founded in 1987, is a small nonprofit in the Community Improvement sector that reported $641K in total revenue in fiscal year 2024.

Mission

THE ORGANIZATION CHAMPIONS SOCIAL AND ECONOMIC DEVELOPMENT OF THE WESTOWN NEIGHBORHOOD THROUGH SPECIAL EVENT MARKETING, BUSINESS RESOURCES, GROWTH INITIATIVES AND PUBLIC/PRIVATE PARTNERSHIPS THAT IMPROVE THE QUALITY OF LIFE AND VITALITY OF THE DISTRICT.

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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 $248,386

Program Service Revenue $390,563

Investment Income $2,984

Other Revenue $-974

TOTAL REVENUE $640,959

Expense Breakdown

Grants Paid $0

Salaries & Benefits $278,424

Fundraising Expenses $17,712

Program Expenses $463,318

Other Expenses $349,440

TOTAL EXPENSES $630,364

Year-over-Year Comparison

	2024	2023	Change
Revenue	$640,959	$596,768	+0.1%
Expenses	$630,364	$544,974	+0.2%
Net Income	$10,595	$51,794	-0.8%

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

$138,794

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARTY BROOKS	DIRECTOR	2.00	Director	$0	$0	$0
BOBBY WILTGEN	TREASURER	2.00	Officer Director	$0	$0	$0
COURTNEY MORRIS	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
JOHN HENNESSY	DIRECTOR	2.00	Director	$0	$0	$0
MIKE KENNEY	PAST PRESIDENT	2.00	Officer Director	$0	$0	$0
LISA KURSZEWSKI	DIRECTOR	2.00	Director	$0	$0	$0
JOAN JOHNSON	DIRECTOR	2.00	Director	$0	$0	$0
KIM GUERRERO	SECRETARY	2.00	Officer Director	$0	$0	$0
MEG MCKENNA	DIRECTOR	2.00	Director	$0	$0	$0
NICK KOTSONIS	DIRECTOR	2.00	Director	$0	$0	$0
JEFF SHERMAN	PRESIDENT	2.00	Officer Director	$0	$0	$0
PAT KRESSIN	DIRECTOR	2.00	Director	$0	$0	$0
SUSAN ERTEL	DIRECTOR	2.00	Director	$0	$0	$0
MICHELLE HAIDER	DIRECTOR	2.00	Director	$0	$0	$0
JAKE DEHNE	DIRECTOR	2.00	Director	$0	$0	$0
MELISSA LUKIC	DIRECTOR	2.00	Director	$0	$0	$0
MICHELLE MATTSON	DIRECTOR	2.00	Director	$0	$0	$0
KELSEY OTERO	DIRECTOR	2.00	Director	$0	$0	$0
SAMIR SIDDIQUE	DIRECTOR	2.00	Director	$0	$0	$0
STACIE CALLIES	EXECUTIVE DIRECTOR	40.00	Officer	$125,000	$13,794	$138,794

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	$640,959	$630,364	$190,967	$10,595
2023	$596,768	$544,974	$177,869	$51,794
2022	$470,657	$466,741	$117,208	$3,916
2021	$302,850	$281,573	$153,440	$21,277
2020	$223,414	$212,063	$93,358	$11,351
2019	$295,003	$284,072	$81,361	$10,931
2018	$292,160	$320,647	$70,022	$-28,487

WESTOWN ASSOCIATION OF MILWAUKEE INC