SITZMARK SKI CLUB OF MILWAUKEE INC

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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

1963

Legal Domicile

Principal Officer

Dawn Petermann

Phone

4143155100

Tax Period

2024-05-01 to 2025-04-30

SITZMARK SKI CLUB OF MILWAUKEE INC, founded in 1963, is a small nonprofit that reported $216K in total revenue in fiscal year 2024. Expenses of $196K left a modest 9% surplus.

Mission

Promote skiing, social and sports events

Program Service Accomplishments

Program 1

Expenses: $186,086 Revenue: $203,564

Ski Trips-Promote the sport of skiing and provide affordable ski trips to members. Sponsored 3 western US trips, 1 Japan trip and 2 northern trips in Upper Wisconsin and Michigan.

Program 2

Expenses: $1,596 Revenue: $1,601

Social/non-skiing activities - sponsored non-ski related social functions throughout the year ranging from tennis, golf, ski race, after work gatherings, camping trips, meet me ats.

Program 3

Expenses: $3,993 Revenue: $4,195

Sponsor monthly meetings, Christmas party and Year End party for members

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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 $5,646

Program Service Revenue $209,849

Investment Income $45

Other Revenue $0

TOTAL REVENUE $215,540

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $196,311

Other Expenses $196,311

TOTAL EXPENSES $196,311

Year-over-Year Comparison

	2024	2023	Change
Revenue	$215,540	$222,660	0.0%
Expenses	$196,311	$222,729	-0.1%
Net Income	$19,229	$-69	-279.7%

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
Mark Harris	Northern Trips Director	2	Director	$0	$0	$0
Jeanine Zakrzewski	Membership Director	2	Director	$0	$0	$0
Mary Beth Wild	Western Trips Director	2	Director	$0	$0	$0
David Harrison	Newsletter Director	2	Director	$0	$0	$0
Jean Bronson	Social Direcgtor	2	Director	$0	$0	$0
Laurie Barz	Promotions	2	Director	$0	$0	$0
John Graff	Race & Sports Director	2	Director	$0	$0	$0
Dave Wherry	Meetings & Entertainment Director	2	Director	$0	$0	$0
Kirstin Stenlund	Social Media Director	2	Director	$0	$0	$0
Dawn Petermann	Treasurer	2	Officer	$0	$0	$0
Rob Herman	Secretary	2	Officer	$0	$0	$0
Audrey Wissmann	Vice President	2	Officer	$0	$0	$0
Carolyn Murphy	President	2	Key Emp	$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	$215,540	$196,311	$92,657	$19,229
2024	$222,660	$222,729	$73,428	$-69