MILWAUKEE BAR ASSOCIATION FOUNDATION INC (EIN 396040219) - 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

1947

Legal Domicile

Principal Officer

SARAH MARTIS

Phone

4142765934

Tax Period

2024-01-01 to 2024-12-31

MILWAUKEE BAR ASSOCIATION FOUNDATION INC, founded in 1947, is a small nonprofit in the Crime & Legal sector that reported $921K in total revenue in fiscal year 2024. Revenue surged 66% from the prior year, signaling strong growth momentum. The organization ran a surplus of $292K, a strong 32% operating margin.

Mission

THE MILWAUKEE BAR ASSOCIATION FOUNDATION MADE CONTRIBUTIONS TO THE MILWAUKEE JUSTICE CENTER AS NOTED ON PART I, LINE 13. THE MILWAUKEE JUSTICE CENTER UTILIZES VOLUNTEERS TO ADDRESS THE UNMET LEGAL NEEDS OF MILWAUKEE COUNTY'S LOW-INCOME SELF-REPRESENTED LITIGANTS THROUGH COURT-BASED SELF-HELP DESKS AND LEGAL RESOURCES. THE MILWAUKEE JUSTICE CENTER IS A COLLABORATIVE PROJECT BETWEEN THE MILWAUKEE BAR ASSOCIATION, MILWAUKEE COUNTY, AND MARQUETTE UNIVERSITY LAW SCHOOL.

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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 $893,331

Program Service Revenue $0

Investment Income $21,593

Other Revenue $5,588

TOTAL REVENUE $920,512

Expense Breakdown

Grants Paid $8,000

Salaries & Benefits $0

Fundraising Expenses $18,692

Program Expenses $548,621

Other Expenses $620,064

TOTAL EXPENSES $628,064

Year-over-Year Comparison

	2024	2023	Change
Revenue	$920,512	$554,402	+0.7%
Expenses	$628,064	$546,272	+0.1%
Net Income	$292,448	$8,130	+35.0%

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

$118,928

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHANNON ALLEN	PRESIDENT	1.00	Officer Director	$0	$0	$0
DAVE PETERSON	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
ANDREW JONES	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
NICK ZEPNICK	DIRECTOR	1.00	Director	$0	$0	$0
THOMAS REED	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN SPAHN	DIRECTOR	1.00	Director	$0	$0	$0
ANTHONY ANZELMO	DIRECTOR	1.00	Director	$0	$0	$0
MELISSA MCCORD	DIRECTOR	1.00	Director	$0	$0	$0
MERIDITH WILKERSON	DIRECTOR	1.00	Director	$0	$0	$0
NORA PLATT	DIRECTOR	1.00	Director	$0	$0	$0
JESSICA REGINATO	DIRECTOR	1.00	Director	$0	$0	$0
AARON OLEJNICZAK	DIRECTOR	1.00	Director	$0	$0	$0
SARAH MARTIS	EXECUTIVE DIRECTOR	5.00	Officer	$0	$22,715	$118,928

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	$920,512	$628,064	$1,676,532	$292,448
2023	$554,402	$516,272	$1,392,669	$38,130
2023	No data	No data	No data	No data
2022	$243,024	$269,760	$1,161,483	$-26,736
2021	$273,107	$242,028	$1,366,896	$31,079
2020	$188,806	$220,052	$1,211,326	$-31,246
2019	$154,745	$189,951	$1,140,555	$-35,206
2018	$169,712	$111,885	$1,074,507	$57,827

MILWAUKEE BAR ASSOCIATION FOUNDATION INC