MENOMONEE FALLS SCHOLARSHIP AND EDUCATIONAL (EIN 391684911) - 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

1990

Legal Domicile

Principal Officer

DAVID RECHLICZ

Phone

4146518681

Tax Period

2024-07-01 to 2025-06-30

MENOMONEE FALLS SCHOLARSHIP AND EDUCATIONAL, founded in 1990, is a micro nonprofit that reported $96K in total revenue in fiscal year 2024. Revenue surged 32% from the prior year, signaling strong growth momentum. The organization ran a surplus of $56K, a strong 59% operating margin.

Mission

THIS ORGANIZATION SERVES AS A VEHICLE TO PROVIDE AND MAINTAIN SCHOLARSHIP FUNDS TO STUDENTS PURSUING COLLEGIATE OR CAREER/TECHNICAL EDUCATION AND TO ENHANCE, SUPPLEMENT, AND PROMOTE EXTENDED EDUCATIONAL OPPORTUNITIES.

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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 $94,446

Program Service Revenue $0

Investment Income $1,070

Other Revenue $0

TOTAL REVENUE $95,516

Expense Breakdown

Grants Paid $27,200

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $27,200

Other Expenses $12,072

TOTAL EXPENSES $39,272

Year-over-Year Comparison

	2024	2023	Change
Revenue	$95,516	$72,271	+0.3%
Expenses	$39,272	$240,428	-0.8%
Net Income	$56,244	$-168,157	-1.3%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHANNON DEDERICH	DIRECTOR	0.00	Director	$0	$0	$0
MICHAEL ELLIS	DIRECTOR	0.00	Director	$0	$0	$0
BETH GRZESIAK	DIRECTOR	0.00	Director	$0	$0	$0
CATHY HAZZARD	TREASURER	3.00	Officer Director	$0	$0	$0
JULIE KNIECH	DIRECTOR	0.00	Director	$0	$0	$0
DAVID RECHLICZ	PRESIDENT	2.00	Officer Director	$0	$0	$0
ED SCHLUMPF	DIRECTOR	0.00	Director	$0	$0	$0
ROBERT VITALE	DIRECTOR	0.00	Director	$0	$0	$0
KIM WICK	DIRECTOR	0.00	Director	$0	$0	$0
CODY WOLTERS	DIRECTOR	0.00	Director	$0	$0	$0
RICHARD WOOSENCRAFT	DIRECTOR	0.00	Director	$0	$0	$0
LYNN ZINDL	SECRETARY	10.00	Officer 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	$95,516	$39,272	$709,449	$56,244
2024	$72,271	$240,428	$597,375	$-168,157
2023	$144,481	$251,776	$724,196	$-107,295
2022	$223,153	$169,628	$789,283	$53,525
2021	$515,745	$138,982	$926,522	$376,763

MENOMONEE FALLS SCHOLARSHIP AND EDUCATIONAL