ELMBROOK NEW BERLIN SENIOR TAXIINC

EIN: 391768648 501(c)(3) Human Services

BROOKFIELD, WI

Total Revenue
$551,384
Total Expenses
$549,996
Total Assets
$274,982
Net Assets
$274,982
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1993
Legal Domicile
WI
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.

Program Service Accomplishments

Program 1
Expenses: $512,973 Revenue: $388,599

SERVICED WAUKESHA COUNTY SENIORS WITH TAXI SERVICE FOR 2025.

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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%)

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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

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Governance

Voting Members
10
Independent Members
10
Employees
58
Volunteers
12

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
4
$9,431
Total Directors
10
$9,431
Key Employees
0
$0
Highest Compensated
0
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
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