MILWAUKEE BUCKS FOUNDATION INC (EIN 473620094) - 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

2014

Legal Domicile

Principal Officer

ARVIND GOPALRATNAM

Phone

4142270500

Tax Period

2023-07-01 to 2024-06-30

MILWAUKEE BUCKS FOUNDATION INC, founded in 2014, is a small nonprofit in the Human Services sector that reported $634K in total revenue in fiscal year 2023. The organization ran a surplus of $341K, a strong 54% operating margin.

Mission

IMPROVE THE QUALITY OF LIFE FOR YOUTH AND FAMILIES IN WISCONSIN FOCUSING ON YOUTH EDUCATION, HEALTH, WELLNESS AND COMMUNITY BETTERMENT

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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 (2023)

Revenue Breakdown

Contributions & Grants $308,698

Program Service Revenue $0

Investment Income $60,134

Other Revenue $265,550

TOTAL REVENUE $634,382

Expense Breakdown

Grants Paid $266,964

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $266,964

Other Expenses $26,141

TOTAL EXPENSES $293,105

Year-over-Year Comparison

	2023	2022	Change
Revenue	$634,382	$611,711	+0.0%
Expenses	$293,105	$620,666	-0.5%
Net Income	$341,277	$-8,955	-39.1%

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

N/A

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

$212,450

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES DINAN	BOARD CHAIR	0.15	Officer Director	$0	$0	$0
WESLEY EDENS	SECRETARY	0.15	Officer Director	$0	$0	$0
JIMMY HASLEM	TREASURER	0.15	Officer Director	$0	$0	$0
ARVIND GOPALRATNAM	EXECUTIVE DIRECTOR	2.60	Officer	$0	$63,822	$212,450

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	$634,382	$293,105	$830,138	$341,277
2024	No data	No data	No data	No data
2023	$611,711	$620,666	$706,419	$-8,955
2022	$863,348	$713,283	$733,262	$150,065
2021	$193,352	$655,674	$345,664	$-462,322

MILWAUKEE BUCKS FOUNDATION INC