Waukesha Service Club Inc (EIN 396059421) - 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

1930

Legal Domicile

Principal Officer

CONNIE SMITH

Phone

2625428401

Tax Period

2024-06-01 to 2025-05-31

Waukesha Service Club Inc, founded in 1930, is a small nonprofit in the Health Care sector that reported $415K in total revenue in fiscal year 2024.

Mission

To serve and aid sick and needy while promoting civic welfare

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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 $21,061

Program Service Revenue $376,766

Investment Income $298

Other Revenue $16,454

TOTAL REVENUE $414,579

Expense Breakdown

Grants Paid $187,477

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $398,210

Other Expenses $220,366

TOTAL EXPENSES $407,843

Year-over-Year Comparison

	2024	2023	Change
Revenue	$414,579	$410,821	+0.0%
Expenses	$407,843	$394,505	+0.0%
Net Income	$6,736	$16,316	-0.6%

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

100

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
KAREN TREADWELL	TREASURER	001.00	Officer Director	$0	$0	$0
ELIZABETH KURZ	RECORDING SECRETARY	001.00	Officer Director	$0	$0	$0
PATRICIA ASHLEY	VICE PRESIDENT	001.00	Officer Director	$0	$0	$0
CONNIE SMITH	PRESIDENT	001.00	Officer Director	$0	$0	$0
MARY KOLBERG	CORRESPONDING SECRETARY	001.00	Officer Director	$0	$0	$0
CAROL MAINWARING	ASST TREASURER	001.00	Officer Director	$0	$0	$0
CHRISTINE MARCH	MEMBER-AT-LARGE	001.00	Officer 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
2025	$414,579	$407,843	$317,916	$6,736
2024	$410,821	$394,505	$320,507	$16,316
2023	$369,314	$367,989	$293,957	$1,325
2022	$354,023	$364,387	$310,018	$-10,364
2021	$315,875	$252,633	$320,567	$63,242

Waukesha Service Club Inc