ARCHDIOCESE OF MILWAUKEE CATHOLIC COMMUNITY FOUNDATION INC (EIN 392005163) - 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

2000

Legal Domicile

Principal Officer

TONY NGUYEN

Phone

4144316402

Tax Period

2024-07-01 to 2025-06-30

ARCHDIOCESE OF MILWAUKEE CATHOLIC COMMUNITY FOUNDATION INC, founded in 2000, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $8.5M in total revenue in fiscal year 2024. Revenue surged 31% from the prior year, signaling strong growth momentum. The organization ran a surplus of $5.0M, a strong 60% operating margin.

Mission

TO RECEIVE GIFTS, ESTABLISH DONOR FUNDS, PROVIDE PROPER MANAGEMENT OF RESOURCES, AND TO PROVIDE FOR THE CURRENT AND FUTURE NEEDS OF THE CATHOLIC COMMUNITY OF THE TEN COUNTIES OF THE ARCHDIOCESE OF MILWAUKEE THROUGH ITS GRANT PROGRAM.

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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 $3,648,622

Program Service Revenue $376,752

Investment Income $4,467,375

Other Revenue $-12,550

TOTAL REVENUE $8,480,199

Expense Breakdown

Grants Paid $2,357,166

Salaries & Benefits $595,443

Fundraising Expenses $250,515

Program Expenses $2,529,940

Other Expenses $478,597

TOTAL EXPENSES $3,431,206

Year-over-Year Comparison

	2024	2023	Change
Revenue	$8,480,199	$6,477,116	+0.3%
Expenses	$3,431,206	$3,263,757	+0.1%
Net Income	$5,048,993	$3,213,359	+0.6%

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

$244,574

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
THOMAS NOLTE	CHAIRMAN	1.00	Officer Director	$0	$0	$0
MARK ANDRES	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTOPHER BROWN	DIRECTOR	1.00	Director	$0	$0	$0
BARBARA ANNE CUSACK	DIRECTOR	1.00	Director	$0	$0	$0
MATTHEW FAHEY	DIRECTOR	1.00	Director	$0	$0	$0
LISA UY FERNANDEZ	DIRECTOR	1.00	Director	$0	$0	$0
KATHLEEN HUEVLER	DIRECTOR	1.00	Director	$0	$0	$0
MIKE JOECKEN	DIRECTOR	1.00	Director	$0	$0	$0
AMY KIISKILA	DIRECTOR	1.00	Director	$0	$0	$0
PETER KOLESKE	DIRECTOR	1.00	Director	$0	$0	$0
CAROL MCINERNY	DIRECTOR	1.00	Director	$0	$0	$0
MADELINE NEVERMAN	DIRECTOR	1.00	Director	$0	$0	$0
REV ORIOL REGALES	DIRECTOR	1.00	Director	$0	$0	$0
MOST REV JAMES SCHUERMAN	DIRECTOR	1.00	Director	$0	$0	$0
KEITH SIERRA	DIRECTOR	1.00	Director	$0	$0	$0
DAVID STRELITZ	DIRECTOR	1.00	Director	$0	$0	$0
ANNE TRUNZO	DIRECTOR	1.00	Director	$0	$0	$0
TONY NGUYEN	PRESIDENT	40.00	Officer Director	$0	$0	$0
MARY ELLEN MARKOWSKI	EMERITUS DIRECTOR/PRESIDENT	40.00	Officer	$218,476	$26,098	$244,574
JOHN BLICKLE	CONTROLLER	40.00	Highest	$113,116	$30,827	$143,943

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	$8,480,199	$3,431,206	$175,853,809	$5,048,993
2024	No data	No data	No data	No data
2023	$2,691,077	$3,193,445	$146,998,542	$-502,368
2022	$6,756,779	$2,969,880	$133,228,934	$3,786,899
2022	$6,756,779	$2,969,880	$133,228,934	$3,786,899
2021	$5,738,219	$2,764,426	$158,865,311	$2,973,793
2020	$16,242,084	$2,203,855	$120,679,387	$14,038,229
2019	$5,094,579	$2,084,430	$115,203,587	$3,010,149
2018	$10,525,897	$2,042,918	$110,901,545	$8,482,979

ARCHDIOCESE OF MILWAUKEE CATHOLIC COMMUNITY FOUNDATION INC