Elm Grove Community Foundation INC

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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

1999

Legal Domicile

Principal Officer

John Meser

Phone

2627848190

Tax Period

2018-01-01 to 2018-12-31

Elm Grove Community Foundation INC, founded in 1999, is a small nonprofit in the Education sector that reported $166K in total revenue in fiscal year 2018. The organization ran a surplus of $136K, a strong 82% operating margin.

Mission

To raise money to provide various civic and beautification projects in the Village of Elm Grove WI

Program Service Accomplishments

Program 1

Expenses: $3,210 Revenue: $0

Grants for Concerts in the Park and Flower Baskets in the Village of Elm Grove

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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 (2018)

Revenue Breakdown

Contributions & Grants $166,378

Program Service Revenue $0

Investment Income $108

Other Revenue $0

TOTAL REVENUE $166,486

Expense Breakdown

Grants Paid $3,210

Salaries & Benefits $0

Fundraising Expenses $22,924

Program Expenses $3,210

Other Expenses $27,249

TOTAL EXPENSES $30,459

Year-over-Year Comparison

	2018	2017	Change
Revenue	$166,486	N/A	N/A
Expenses	$30,459	N/A	N/A
Net Income	$136,027	N/A	N/A

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
John Meser	President	5.00	Director	$0	$0	$0
Kim Irwin	Vice President	5.00	Director	$0	$0	$0
Eva Winter	Recording Secretary	5.00	Director	$0	$0	$0
Mike Danielson	Treasurer	5.00	Director	$0	$0	$0
Annie Bolger	Corresponding Secretary	5.00	Director	$0	$0	$0
Katy Cornell	Trustee Liaison	5.00	Director	$0	$0	$0
Linda de la Mora	Of Counsel	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
2018	$166,486	$30,459	$136,027	$136,027