LAD LAKE MILWAUKEE INC (EIN 770671639) - 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

2007

Legal Domicile

Principal Officer

DONELLE HAUSER

Phone

4143420607

Tax Period

2024-01-01 to 2024-12-31

LAD LAKE MILWAUKEE INC, founded in 2007, is a community nonprofit in the Education sector that reported $1.3M in total revenue in fiscal year 2024.

Mission

OPERATING PRIVATE SCHOOLS AND PROVIDING SUPPORTING SERVICES TO AT-RISK AND BEHAVIORALLY REASSIGNED STUDENTS AND THEIR FAMILIES.

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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 $1,311,511

Program Service Revenue $0

Investment Income $0

Other Revenue $4,849

TOTAL REVENUE $1,316,360

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,427,833

Other Expenses $1,427,833

TOTAL EXPENSES $1,427,833

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,316,360	$1,261,077	+0.0%
Expenses	$1,427,833	$1,222,880	+0.2%
Net Income	$-111,473	$38,197	-3.9%

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

$203,738

Total Directors

$203,738

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DONELLE HAUSER	PRESIDENT & CEO	6.00	Officer Director	$0	$5,400	$203,738
ARNOLD STUEBER	CHAIR	1.00	Officer Director	$0	$0	$0
DAVID PERHACH	PAST BOARD CHAIR	1.00	Officer Director	$0	$0	$0
CHERYL HILL	VICE CHAIR	1.00	Officer Director	$0	$0	$0
THOMAS H KOPLIN CPA CGMA	TREASURER / SECRETARY	1.00	Officer Director	$0	$0	$0
ERIC BERMAN	DIRECTOR	1.00	Director	$0	$0	$0
NICOLE BIEDERER	DIRECTOR	1.00	Director	$0	$0	$0
SHEREE DALLAS BRANCH	DIRECTOR (THRU SEPT 2024)	1.00	Director	$0	$0	$0
LYNN HEIMBRUCH	DIRECTOR	1.00	Director	$0	$0	$0
CONNIE PALMER	DIRECTOR	1.00	Director	$0	$0	$0
SANDIE TALBOT	DIRECTOR	1.00	Director	$0	$0	$0
JUDY RICH	DIRECTOR OF FINANCE	6.00	Highest	$0	$3,264	$119,491

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	$1,316,360	$1,427,833	$213,462	$-111,473
2023	$1,261,077	$1,222,880	$261,630	$38,197
2022	$1,350,396	$1,236,184	$465,251	$114,212
2021	$1,070,352	$1,129,866	$180,922	$-59,514
2020	$1,078,064	$995,999	$206,124	$82,065
2019	$1,094,184	$1,159,835	$294,945	$-65,651
2018	$1,069,365	$1,094,867	$350,346	$-25,502

LAD LAKE MILWAUKEE INC