MILWAUKEE URBAN STRATEGIC INVESTMENT CORP (EIN 391864684) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1996

Legal Domicile

Principal Officer

PAT O'BRIEN

Phone

4142874163

Tax Period

2024-01-01 to 2024-12-31

MILWAUKEE URBAN STRATEGIC INVESTMENT CORP, founded in 1996, is a community nonprofit in the Community Improvement sector that reported $3.8M in total revenue in fiscal year 2024. Revenue decreased 19% compared to the prior year. Expenses of $3.4M left a modest 10% surplus.

Mission

SEE SUMMARY OF THE ORGANIZATION'S MISSION AT PART III, LINE 1.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $3,164,963

Investment Income $596,215

Other Revenue $9,303

TOTAL REVENUE $3,770,481

Expense Breakdown

Grants Paid $1,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,819,082

Other Expenses $3,391,399

TOTAL EXPENSES $3,392,399

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,770,481	$4,640,996	-0.2%
Expenses	$3,392,399	$3,337,542	+0.0%
Net Income	$378,082	$1,303,454	-0.7%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
FRANK KREJCI	CO-CHAIR	1.00	Officer Director	$0	$0	$0
PAT O'BRIEN	PRESIDENT	1.00	Officer Director	$0	$0	$0
CRAIG KAMMHOLZ	TREASURER	1.00	Officer Director	$0	$0	$0
STEPHEN CHERNOF	CO-CHAIR	1.00	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
2024	$3,770,481	$3,392,399	$22,066,544	$378,082
2023	$4,640,996	$3,337,542	$21,999,381	$1,303,454
2022	$3,981,628	$3,181,300	$21,147,272	$800,328
2021	$4,044,506	$3,062,329	$23,035,863	$982,177
2020	$4,045,090	$4,173,499	$22,337,660	$-128,409
2019	$3,265,991	$3,086,593	$16,123,975	$179,398
2018	$3,212,025	$2,956,303	$16,286,632	$255,722

MILWAUKEE URBAN STRATEGIC INVESTMENT CORP