NARI MILWAUKEE FOUNDATION INC (EIN 391795340) - 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

MARETES HEIN

Phone

4147714071

Tax Period

2024-07-01 to 2025-06-30

NARI MILWAUKEE FOUNDATION INC, founded in 1993, is a small nonprofit that reported $135K in total revenue in fiscal year 2024. Revenue surged 33% from the prior year, signaling strong growth momentum. Expenses of $121K left a modest 10% surplus.

Mission

TO ENGAGE IN EDUCATIONAL PROGRAMS AND ACTIVITIES FOR THE BENEFIT AND ENLIGHTENMENT OF THE PUBLIC WITH RESPECT TO HOME IMPROVEMENT AND REMODELING.

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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 $114,412

Program Service Revenue $0

Investment Income $4,701

Other Revenue $15,577

TOTAL REVENUE $134,690

Expense Breakdown

Grants Paid $47,574

Salaries & Benefits $0

Fundraising Expenses $4,794

Program Expenses $67,048

Other Expenses $73,672

TOTAL EXPENSES $121,246

Year-over-Year Comparison

	2024	2023	Change
Revenue	$134,690	$100,914	+0.3%
Expenses	$121,246	$90,520	+0.3%
Net Income	$13,444	$10,394	+0.3%

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

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

$122,279

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARETES HEIN	IMMEDIATE PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
JODEE BENAVIDES	PRESIDENT	1.00	Officer Director	$0	$0	$0
MIKE MADSON	TREASURER/SECRETARY	1.00	Officer Director	$0	$0	$0
LUCAS DRAKE	DIRECTOR	1.00	Director	$0	$0	$0
BRUCE JANCZAK	DIRECTOR	1.00	Director	$0	$0	$0
DIANA SCHMIDT	DIRECTOR	0.06	Director	$0	$0	$0
REBECCA SABOURIN	DIRECTOR	1.00	Director	$0	$0	$0
JADE PHELPS	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
MICHELLE BROWN	EXECUTIVE DIRECTOR	1.00	Director	$0	$0	$122,279
DIANE NELSON	INTERIM IMMEDIATE PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
GREG ADAMEC	INTERIM PRESIDENT	1.00	Officer Director	$0	$0	$0
LISA CHICO	DIRECTOR	1.00	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	$134,690	$121,246	$331,746	$13,444
2024	$100,914	$90,520	$315,133	$10,394

NARI MILWAUKEE FOUNDATION INC