ZONTA FOUNDATION INC

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1958

Legal Domicile

Principal Officer

Donna J Neal

Phone

4143341439

Tax Period

2023-01-01 to 2023-12-31

ZONTA FOUNDATION INC, founded in 1958, is a small nonprofit that reported $134K in total revenue in fiscal year 2023. Revenue surged 328% from the prior year, signaling strong growth momentum. The organization ran a surplus of $99K, a strong 74% operating margin.

Mission

The mission of Zonta Foundation, Inc. is to empower women and girls through service and advocacy. We believe that women's rights are human rights, and aspire to a world free of violence where women's voices are heard equal to men's. We raise money to support local 501(C)3 agency programs, scholarships for youngwomen, and the Zonta Foundation for Women.

Program Service Accomplishments

Program 1

Expenses: $22,000 Revenue: $0

Grants to the following local agencies: $5000 Exploit No More long-term housing for trafficking survivors, $4000 Milwaukee Muslim Women's Coalition Our Peaceful Home Youth Leadership Program, $3000 Cathedral Center Women's Independence Program, $3000 CORE/El Centro Trauma and Healing Services, $3000 Milwaukee Women's Center Emergency Shelter, $3000 Sojourner Hope and Healing Program, $1000 Awesome Young Artists Awards

Program 2

Expenses: $9,044 Revenue: $0

Grant to Zonta Foundation for Women Rose Fund, 1200 Harger Rd Suite 330, Oak Brook, IL 60523

Program 3

Expenses: $2,000 Revenue: $0

$2000 in Scholarships: $1000 Jane M Klausman Women in Business Scholarship for Heather Jost, Oak Creek WI paid to University of Oxford PO Box 1515, Oxford OX12XN, UK; $1000 Young Women in Public...

$2000 in Scholarships: $1000 Jane M Klausman Women in Business Scholarship for Heather Jost, Oak Creek WI paid to University of Oxford PO Box 1515, Oxford OX12XN, UK; $1000 Young Women in Public Affairs Award for Avanti Kakane, Brookfield, WI paid to University of WI Madison 333 E Campus Mall #10501 Madison, WI 53715

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $38,522

Program Service Revenue $0

Investment Income $91,836

Other Revenue $3,175

TOTAL REVENUE $133,533

Expense Breakdown

Grants Paid $33,044

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $33,044

Other Expenses $1,666

TOTAL EXPENSES $34,710

Year-over-Year Comparison

	2023	2022	Change
Revenue	$133,533	$31,234	+3.3%
Expenses	$34,710	$33,137	+0.0%
Net Income	$98,823	$-1,903	-52.9%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Donna Kahl-Wilkerson	President	0.7	Director	$0	$0	$0
Jacqueline Beaudry	Vice President	1.6	Director	$0	$0	$0
Donna Neal	Treasurer	2.25	Director	$0	$0	$0
Janet Kloser	Corresponding Secretary	0.8	Director	$0	$0	$0
Margaret Holzbog	Recording Secretary	0.8	Director	$0	$0	$0
Barbara Wyatt Sibley	Director	0.6	Director	$0	$0	$0
Debra Koller	Director	0.6	Director	$0	$0	$0
La Toya Sykes	Director	0.6	Director	$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
2023	$133,533	$34,710	$242,130	$98,823