MILWAUKEE - PERE MARQUETTE FOUNDATION (EIN 396077276) - 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

2005

Legal Domicile

Principal Officer

RORY GILLESPIE PRESIDENT

Tax Period

2019-07-01 to 2020-06-30

MILWAUKEE - PERE MARQUETTE FOUNDATION, founded in 2005, is a micro nonprofit that reported $31K in total revenue in fiscal year 2019. Revenue surged 1424% from the prior year, signaling strong growth momentum. The organization ran a surplus of $30K, a strong 96% operating margin.

Mission

SERVE FINANCIALLY DISADVANTEGED MEMBERS OF THE COMMUNITY

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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 (2019)

Revenue Breakdown

Contributions & Grants $31,090

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $31,090

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $897

Other Expenses $1,272

TOTAL EXPENSES $1,272

Year-over-Year Comparison

	2019	2018	Change
Revenue	$31,090	$2,040	+14.2%
Expenses	$1,272	$32,899	-1.0%
Net Income	$29,818	$-30,859	-2.0%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RANDY SOUKUP	DIRECTOR	1.00	Director	$0	$0	$0
FR HERBERT SHERBERT	DIRECTOR	1.00	Director	$0	$0	$0
DANIEL DILIBERTI	SECRETARY	3.00	Officer	$0	$0	$0
PETER KURZ	TREASURER	5.00	Officer	$0	$0	$0
ROGER LETO	VICE PRESIDENT	3.00	Officer	$0	$0	$0
RORY GILLESPIE	PRESIDENT	3.00	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
2020	$31,090	$1,272	$342,262	$29,818
2019	$2,040	$32,899	$379,562	$-30,859

MILWAUKEE - PERE MARQUETTE FOUNDATION