ELMBROOK NEW BERLIN SENIOR TAXIINC (EIN 391768648) - 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

1993

Legal Domicile

Principal Officer

MARJORIE KOZLOWSKI

Phone

2627851200

Tax Period

2025-01-01 to 2025-12-31

ELMBROOK NEW BERLIN SENIOR TAXIINC, founded in 1993, is a small nonprofit in the Human Services sector that reported $551K in total revenue in fiscal year 2025. Revenue surged 45% from the prior year, signaling strong growth momentum.

Mission

TO PROVIDE TAXI SERVICE FOR THE ELDERLY AND DISABLED ADULTS.

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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 $145,476

Program Service Revenue $388,599

Investment Income $6,702

Other Revenue $10,607

TOTAL REVENUE $551,384

Expense Breakdown

Grants Paid $0

Salaries & Benefits $283,299

Fundraising Expenses $0

Program Expenses $512,973

Other Expenses $266,697

TOTAL EXPENSES $549,996

Year-over-Year Comparison

	2025	2024	Change
Revenue	$551,384	$379,415	+0.5%
Expenses	$549,996	$357,449	+0.5%
Net Income	$1,388	$21,966	-0.9%

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

$9,431

Total Directors

$9,431

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARJORIE KOZLOWSKI	PRESIDENT	10.00	Officer Director	$0	$0	$0
DIANNE WICKSTROM	VICE PRESIDE	10.00	Officer Director	$9,431	$0	$9,431
RHONDA NELSON	SECRETARY	5.00	Officer Director	$0	$0	$0
N/A	TREASURER	10.00	Officer Director	$0	$0	$0
SANDRA WOLFF	DIRECTOR	5.00	Director	$0	$0	$0
MICHAL JAKUS	DIRECTOR	5.00	Director	$0	$0	$0
JOSEPH BJORKLUND	DIRECTOR	5.00	Director	$0	$0	$0
HELEN RAMON	DIRECTOR	5.00	Director	$0	$0	$0
MICHAEL BATES	DIRECTOR	5.00	Director	$0	$0	$0
JOEL GAUGHAN	DIRECTOR	5.00	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	$551,384	$549,996	$274,982	$1,388
2024	$379,415	$357,449	$236,084	$21,966
2023	$317,213	$332,766	$214,118	$-15,553
2022	$301,302	$287,960	$229,636	$13,342
2021	$267,229	$189,848	$241,244	$77,381
2019	$215,193	$218,341	$127,024	$-3,148
2018	$236,405	$240,013	$130,167	$-3,608

ELMBROOK NEW BERLIN SENIOR TAXIINC