Milwaukee Excellence Inc (EIN 474978181) - 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

2015

Legal Domicile

Principal Officer

Bill Mahler

Tax Period

2024-07-01 to 2024-12-31

Mission

The mission of the organization was to provide a high quality education that will give every student choices after graduation that provides financial stability inspires personal freedom and build a legacy

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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 $0

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $488,027

Other Expenses $0

TOTAL EXPENSES $0

Year-over-Year Comparison

	2024	2023	Change
Revenue	N/A	$6,387,944	-1.0%
Expenses	N/A	$6,063,619	-1.0%
Net Income	N/A	$324,325	N/A

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

Total Directors

Key Employees

$233,163

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RODNEY LYNK JR	Chief Exec Officer	0.00	Key Emp	$127,232	$0	$127,232
LYNDEE BELANGER	Chief of Staff	0.00	Key Emp	$59,616	$0	$59,616
STEPHANIE LOVE	Chief Financ Officer	0.00	Key Emp	$46,315	$0	$46,315
BILL MAHLER JR	Board Chair	2.00	Officer	$0	$0	$0
TOMAS CLASEN	Vice Chair	2.00	Officer	$0	$0	$0
KELSEY BRENN	Treasurer	2.00	Officer	$0	$0	$0
TYLER J ROTH	Secretary	2.00	Officer	$0	$0	$0
LINDSEY BOUCHARD	Board Member	2.00	Officer	$0	$0	$0
JASON GANNETT	Board Member	2.00	Officer	$0	$0	$0
ANUJ RASTOGI	Board Member	2.00	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
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

Milwaukee Excellence Inc