MILWAUKEE PROTESTANT HOME INC (EIN 392023357) - 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

2001

Legal Domicile

Principal Officer

BARB TICE

Phone

4149636151

Tax Period

2023-10-01 to 2024-09-30

MILWAUKEE PROTESTANT HOME INC, founded in 2001, is a small nonprofit in the Housing & Shelter sector that reported $643K in total revenue in fiscal year 2023. Revenue surged 95% from the prior year, signaling strong growth momentum. The organization ran a surplus of $585K, a strong 91% operating margin.

Mission

TO SUPPORT EASTCASTLE PLACE, INC., A RETIREMENT COMMUNITY IN GREATER MILWAUKEE.

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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 $0

Program Service Revenue $0

Investment Income $642,954

Other Revenue $0

TOTAL REVENUE $642,954

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $58,292

TOTAL EXPENSES $58,292

Year-over-Year Comparison

	2023	2022	Change
Revenue	$642,954	$330,534	+0.9%
Expenses	$58,292	$44,754	+0.3%
Net Income	$584,662	$285,780	+1.0%

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

$137,206

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BARBARA TICE	CHAIRMAN	1.00	Officer Director	$0	$0	$0
JAY VAN CLEAVE	TREASURER	1.00	Officer Director	$0	$0	$0
GEORGE MAREK	SECRETARY	1.00	Officer Director	$0	$0	$0
NANCY O'DONNELL	E.C. MEMBER AT LARGE	1.00	Director	$0	$0	$0
LAURIE BECKER	DIRECTOR	1.00	Director	$0	$0	$0
JULIA BISSONNETTE	DIRECTOR	1.00	Director	$0	$0	$0
BONNIE JEGLUM	DIRECTOR	1.00	Director	$0	$0	$0
DR GEORGE LANGE	DIRECTOR	1.00	Director	$0	$0	$0
HAVILAH NORMINGTON-GOMES	DIRECTOR	1.00	Director	$0	$0	$0
KATIE TILLMAR	DIRECTOR	1.00	Director	$0	$0	$0
JOANNE WILLIAMSON	DIRECTOR	1.00	Director	$0	$0	$0
BRAD SITZBERGER	DIRECTOR OF FINANCE	1.00	Officer	$0	$5,028	$137,206
TYLER GUDEX	EXECUTIVE DIRECTOR	40.00	Officer	$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	$642,954	$58,292	$27,198,036	$584,662
2023	$330,534	$44,754	$14,604,128	$285,780
2022	$1,250,869	$43,299	$12,727,060	$1,207,570
2021	$399,200	$43,593	$16,717,234	$355,607
2020	$324,667	$30,374	$12,942,052	$294,293
2019	$315,633	$26,193	$8,799,063	$289,440
2018	$168,519	$25,581	$8,527,059	$142,938

MILWAUKEE PROTESTANT HOME INC