MIDWEST URBAN STRATEGIES

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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

2019

Legal Domicile

Principal Officer

TRACEY CAREY

Phone

2627943373

Tax Period

2024-07-01 to 2025-06-30

MIDWEST URBAN STRATEGIES, founded in 2019, is a community nonprofit in the Employment sector that reported $2.9M in total revenue in fiscal year 2024. Revenue fell 23% from the prior year — a significant decline worth monitoring. Expenses of $2.7M left a modest 6% surplus.

Mission

IMPROVE THE ECONOMIC CONDITIONS OF THE MIDWEST REGION, WITH TARGETED FOCUS ON URBAN AREAS, TO SERVE AND ADVANCE THE NEEDS AND INTERESTS OF THE REGION'S DIVERSE POPULATIONS, EMPLOYERS, WORKERS, JOB SEEKERS AND WORKFORCE DEVELOPMENT PROFESSIONALS.

Program Service Accomplishments

Program 1

Expenses: $2,458,453 Revenue: $457,742

IMPROVE THE ECONOMIC CONDITIONS OF THE MIDWEST REGION, WITH TARGETED FOCUS ON URBAN AREAS, TO SERVE AND ADVANCE THE NEEDS AND INTERESTS OF THE REGION'S DIVERSE POPULATIONS, EMPLOYERS, WORKERS, JOB...

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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 $2,427,682

Program Service Revenue $415,378

Investment Income $0

Other Revenue $22,269

TOTAL REVENUE $2,865,329

Expense Breakdown

Grants Paid $1,419,169

Salaries & Benefits $665,020

Fundraising Expenses $62,307

Program Expenses $2,458,453

Other Expenses $613,487

TOTAL EXPENSES $2,697,676

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,865,329	$3,725,282	-0.2%
Expenses	$2,697,676	$3,764,225	-0.3%
Net Income	$167,653	$-38,943	-5.3%

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

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

$170,186

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CLYDE MCQUEEN	BOARD CHAIR	12.00	Officer Director	$0	$0	$0
LISA DAUGHERTY	VICE CHAIR	12.00	Officer Director	$0	$0	$0
LISA PATT-MCDANIEL	BOARD TREASURER	12.00	Officer Director	$0	$0	$0
JOANNE BREEDLOVE	BOARD SECRETARY	12.00	Officer Director	$0	$0	$0
STACEY FOWLER	BOARD MEMBER	12.00	Director	$0	$0	$0
ROBERT SHIMKOSKI	BOARD MEMBER	12.00	Director	$0	$0	$0
BETH YOKE	BOARD MEMBER	12.00	Director	$0	$0	$0
GEORGE WRIGHT	BOARD MEMBER	12.00	Director	$0	$0	$0
MICHELLE ROSE	BOARD MEMBER (THRU 06/30/25)	12.00	Director	$0	$0	$0
TRACEY CAREY	EXECUTIVE DIRECTOR	40.00	Officer	$141,946	$28,240	$170,186

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	$2,865,329	$2,697,676	$825,286	$167,653
2024	$3,725,282	$3,764,225	$497,289	$-38,943
2023	$3,416,871	$3,621,752	$757,365	$-204,881
2022	$1,507,272	$1,566,850	$541,883	$-59,578
2021	$1,287,282	$1,160,346	$446,167	$126,936
2020	$682,150	$544,150	$140,740	$138,000