GREATER CEDARBURG FOUNDATION INC C/O GREATER MILWAUKEE FOUNDATION INC

EIN: 392008146 501(c)(3) Philanthropy & Grantmaking

MILWAUKEE, WI

Total Revenue
$454,322
Total Expenses
$284,879
Total Assets
$7,949,900
Net Assets
$7,927,150
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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
2001
Legal Domicile
WI
Principal Officer
YELENA CHESTER
Phone
4142725805
Tax Period
2023-01-01 to 2023-12-31

GREATER CEDARBURG FOUNDATION INC C/O GREATER MILWAUKEE FOUNDATION INC, founded in 2001, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $454K in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion. The organization ran a surplus of $169K, a strong 37% operating margin.

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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 (2023)

Revenue Breakdown

Contributions & Grants $209,843
Program Service Revenue $0
Investment Income $244,479
Other Revenue $0
TOTAL REVENUE $454,322

Expense Breakdown

Grants Paid $159,385
Salaries & Benefits $0
Fundraising Expenses $21,748
Program Expenses $159,385
Other Expenses $125,494
TOTAL EXPENSES $284,879

Year-over-Year Comparison

2023 2022 Change
Revenue $454,322 $415,750 +0.1%
Expenses $284,879 $383,078 -0.3%
Net Income $169,443 $32,672 +4.2%
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
14
Independent Members
14
Employees
N/A
Volunteers
N/A

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
3
$613,566
Total Directors
16
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JOE RINTLEMAN TREASURER 1.00
Officer Director
$0 $0 $0
MARK LANGHOLZ DIRECTOR (END 6/23) 1.00
Director
$0 $0 $0
ROB HELF DIRECTOR 1.00
Director
$0 $0 $0
KIP KINZEL DIRECTOR 1.00
Director
$0 $0 $0
KEVIN KENNEDY DIRECTOR 1.00
Director
$0 $0 $0
JOEL DYKSTRA DIRECTOR 1.00
Director
$0 $0 $0
KRISIE AUGUSTINE-MANSELL DIRECTOR 1.00
Director
$0 $0 $0
JEFF JANZA DIRECTOR 1.00
Director
$0 $0 $0
VINCE CAMERANESI DIRECTOR 1.00
Director
$0 $0 $0
BLAINE GIBSON DIRECTOR (END 6/23) 1.00
Director
$0 $0 $0
KATIE PIPCORN DIRECTOR 1.00
Director
$0 $0 $0
LAUREN MCMILLAN DIRECTOR 1.00
Director
$0 $0 $0
RYAN FITTING DIRECTOR (START 6/23) 1.00
Director
$0 $0 $0
PATTY HANSEN DIRECTOR (START 6/23) 1.00
Director
$0 $0 $0
JOHN KATZKA DIRECTOR (START 6/23) 1.00
Director
$0 $0 $0
JACK STEINBRECKER DIRECTOR 1.00
Director
$0 $0 $0
ELLEN GILLIGAN ASSISTANT SECRETARY 0.00
Officer
$0 $57,748 $382,718
KEN ROBERTSON ASSISTANT TREASURER 0.00
Officer
$0 $29,243 $230,848
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 No data No data No data No data
2023 $454,322 $284,879 $7,949,900 $169,443
2022 $415,750 $383,078 $7,204,518 $32,672
2021 $1,102,683 $328,567 $8,601,926 $774,116
2020 $977,310 $290,351 $7,384,805 $686,959
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