MILWAUKEE EXCELLENCE 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

2015

Legal Domicile

Principal Officer

BILL MAHLER JR

Phone

4144647188

Tax Period

2023-07-01 to 2024-06-30

MILWAUKEE EXCELLENCE INC, founded in 2015, is a community nonprofit that reported $4.7M in total revenue in fiscal year 2023. Revenue fell 26% from the prior year — a significant decline worth monitoring. Expenses of $4.3M left a modest 9% surplus.

Mission

THE ORGANIZATION'S MISSION IS TO PROVIDE A HIGH QUALITY EDUCATION THAT GIVES ALL STUDENTS CHOICES AFTER GRADUATION THAT PROVIDES FINANCIAL STABILITY, INSPIRE PERSONAL FREEDOM AND BUILD A LEGACY.

Program Service Accomplishments

Program 1

Expenses: $2,376,517 Revenue: $28,691

MILWAUKEE EXCELLENCE INC. IS A CHARTER SCHOOL THAT STRIVES TO EDUCATE 6TH THRU 12TH GRADE STUDENTS TO EXCEL WITHIN AND TO GRADUATE FROM FOUR YEAR COLLEGE PROGRAMS WHILE PURSUING THE PROFESSION OF...

MILWAUKEE EXCELLENCE INC. IS A CHARTER SCHOOL THAT STRIVES TO EDUCATE 6TH THRU 12TH GRADE STUDENTS TO EXCEL WITHIN AND TO GRADUATE FROM FOUR YEAR COLLEGE PROGRAMS WHILE PURSUING THE PROFESSION OF THEIR CHOICE.

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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 $4,604,886

Program Service Revenue $28,691

Investment Income $31,326

Other Revenue $32,640

TOTAL REVENUE $4,697,543

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,782,473

Fundraising Expenses $44,585

Program Expenses $2,376,517

Other Expenses $1,480,799

TOTAL EXPENSES $4,263,272

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,697,543	$6,387,944	-0.3%
Expenses	$4,263,272	$6,063,619	-0.3%
Net Income	$434,271	$324,325	+0.3%

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

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

$319,454

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BILL MAHLER JR	BOARD CHAIR	2.00	Officer Director	$0	$0	$0
TOMAS CLASEN	VICE CHAIR	2.00	Officer Director	$0	$0	$0
KELSEY BRENN	TREASURER	2.00	Officer Director	$0	$0	$0
TYLER J ROTH	SECRETARY	2.00	Officer Director	$0	$0	$0
LINDSEY BOUCHARD	BOARD MEMBER	2.00	Director	$0	$0	$0
JASON GANNETT	BOARD MEMBER	2.00	Director	$0	$0	$0
ANUJ RASTOGI	BOARD MEMBER	2.00	Director	$0	$0	$0
RODNEY LYNK JR	CHIEF EXEC O	40.00	Officer	$226,103	$4,331	$230,434
STEPHANIE LOVE	CHIEF FINANC	40.00	Officer	$82,262	$6,758	$89,020
LYNDEE BELANGER	CHIEF OF STA	40.00	Highest	$115,920	$4,035	$119,955

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	$4,697,543	$4,263,272	$5,132,494	$434,271
2024	No data	No data	No data	No data
2023	$6,387,944	$6,063,619	$5,979,285	$324,325
2022	$7,041,262	$6,238,990	$4,750,140	$802,272