Wisconsin Milkweed Alliance Incorporated (EIN 831842339) - 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

2018

Legal Domicile

Principal Officer

Melissa Smith-Tourville

Phone

7155055641

Tax Period

2024-01-01 to 2024-12-31

Wisconsin Milkweed Alliance Incorporated, founded in 2018, is a small nonprofit in the Mental Health sector that reported $537K in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion.

Mission

Break down barriers that keep people from living full and meaningful lives.

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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 $12,751

Program Service Revenue $523,702

Investment Income $95

Other Revenue $0

TOTAL REVENUE $536,548

Expense Breakdown

Grants Paid $0

Salaries & Benefits $394,344

Fundraising Expenses $0

Program Expenses $374,106

Other Expenses $143,693

TOTAL EXPENSES $538,037

Year-over-Year Comparison

	2024	2023	Change
Revenue	$536,548	$466,098	+0.2%
Expenses	$538,037	$478,202	+0.1%
Net Income	$-1,489	$-12,104	-0.9%

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

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

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Melissa Smith-Tourville	Chair	004.00	Officer Director	$0	$0	$0
Faith Boersma	Treasurer	003.00	Officer Director	$0	$0	$0
Mary Lemke	Milkweed Liason	002.00	Director	$0	$0	$0
Seren Grace	Vice Chair	004.00	Officer Director	$0	$0	$0
Joseph Kindred	Secretary	003.00	Officer Director	$0	$0	$0
David Stanley	Director	002.00	Director	$0	$0	$0
Lacey Heward	Director	002.00	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
2024	$536,548	$538,037	$170,749	$-1,489
2023	$466,098	$478,202	$139,545	$-12,104
2022	$541,711	$528,747	$168,230	$12,964
2021	$452,727	$441,943	$109,390	$10,784
2020	$486,208	$469,666	$114,785	$16,542
2019	$595,304	$492,836	$128,703	$102,468

Wisconsin Milkweed Alliance Incorporated