GREATER CEDARBURG FOUNDATION INC C… - Form 990 Financial Data

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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

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.

Program Service Accomplishments

Program 1

Expenses: $159,385 Revenue: $0

GREATER CEDARBURG FOUNDATION, INC. WAS FORMED TO OPERATE AS A SUPPORTING ORGANIZATION DESCRIBED IN SECTIONS 501(C)(3) AND 509(A)(3) OF THE INTERNAL REVENUE CODE TO SUPPORT GREATER MILWAUKEE...

GREATER CEDARBURG FOUNDATION, INC. WAS FORMED TO OPERATE AS A SUPPORTING ORGANIZATION DESCRIBED IN SECTIONS 501(C)(3) AND 509(A)(3) OF THE INTERNAL REVENUE CODE TO SUPPORT GREATER MILWAUKEE FOUNDATION, INC. THE GREATER MILWAUKEE FOUNDATION IS A PUBLIC CHARITY DESCRIBED IN SECTIONS 509(A)(1) OF THE INTERNAL REVENUE CODE.AS SET FORTH IN THE GREATER CEDARBURG'S ARTICLES OF INCORPORATION, "THE CORPORATION IS ORGANIZED AND SHALL AT ALL TIMES HEREAFTER BE OPERATED, EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, SCIENTIFIC LITERARY AND EDUCATIONAL PURPOSES WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF AND/OR TO CARRY OUT THE PURPOSES OF THE GREATER MILWAUKEE FOUNDATION BY FACILITATING GREATER MILWAUKEE FOUNDATION'S PROGRAMS WITHIN THE CEDARBURG AREA. SUCH PURPOSES MAY INCLUDE, BUT ARE NOT LIMITED TO, SOLICITING AND RECEIVING CONTRIBUTIONS AND BEQUESTS OF AN ENDOWMENT OR CAPITAL NATURE TO CARRY OUT GREATER MILWAUKEE FOUNDATION'S PROGRAMS BY SUPPORTING CHARITABLE ORGANIZATIONS AND PROGRAMS WITHIN THE CEDARBURG AREA. THE CORPORATION MAY ACCOMPLISH ITS PURPOSES DIRECTLY OR BY MAKING GRANTS OR OTHER PAYMENTS FOR CHARITABLE PURPOSES TO THIRD PARTIES."

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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 (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

Governance

Voting Members

Independent Members

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

$613,566

Total Directors

Key Employees

Highest Compensated

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

GREATER CEDARBURG FOUNDATION INC C/O GREATER MILWAUKEE FOUNDATION INC