RCM COMMUNITY FUND C/O ROTARY CLUB OF MILWAUKEE (EIN 475109357) - 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

2016

Legal Domicile

Principal Officer

MARY MCCORMICK

Phone

4142764425

Tax Period

2024-07-01 to 2025-06-30

RCM COMMUNITY FUND C/O ROTARY CLUB OF MILWAUKEE, founded in 2016, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $463K in total revenue in fiscal year 2024. Revenue surged 348% from the prior year, signaling strong growth momentum. The organization ran a surplus of $281K, a strong 61% operating margin.

Mission

TO PROVIDE EDUCATIONAL OPPORTUNITIES FOR THE ECONOMICALLY DISADVANTAGED CHILDREN AND TO GENERALLY SUPPORT THE CHARITABLE WORK OF THE RCM COMMUNITY TRUST AND THE ROTARY CLUB OF MILWAUKEE.

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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 $461,417

Program Service Revenue $56,167

Investment Income $2,726

Other Revenue $-57,295

TOTAL REVENUE $463,015

Expense Breakdown

Grants Paid $86,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $182,306

Other Expenses $96,306

TOTAL EXPENSES $182,306

Year-over-Year Comparison

	2024	2023	Change
Revenue	$463,015	$103,423	+3.5%
Expenses	$182,306	$181,313	+0.0%
Net Income	$280,709	$-77,890	-4.6%

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

$159,267

Total Directors

$159,267

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SAJ THACHENKARY	PRESIDENT	1.00	Officer Director	$0	$0	$0
MARY MCCORMICK	SECRETARY	2.00	Officer Director	$0	$21,475	$159,267
WILLIAM COLEMAN	TREASURER	1.00	Officer Director	$0	$0	$0
KRISTIN BERGSTROM	DIRECTOR	1.00	Director	$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	$463,015	$182,306	$512,305	$280,709
2024	$103,423	$181,313	$156,071	$-77,890
2023	$220,792	$186,491	$244,736	$34,301
2022	$146,429	$163,695	$220,238	$-17,266
2021	$174,558	$93,959	$240,768	$80,599

RCM COMMUNITY FUND C/O ROTARY CLUB OF MILWAUKEE