NOTRE DAME SCHOOL OF MILWAUKEE FOUNDATION INC (EIN 841910774) - 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

PATRICK LANDRY

Phone

4143165702

Tax Period

2023-07-01 to 2024-06-30

NOTRE DAME SCHOOL OF MILWAUKEE FOUNDATION INC, founded in 2018, is a community nonprofit in the Education sector that reported $3.6M in total revenue in fiscal year 2023. Revenue surged 4220% from the prior year, signaling strong growth momentum. The organization ran a surplus of $3.6M, a strong 100% operating margin.

Mission

THE ORGANIZATION IS ORGANIZED AND OPERATED EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, AND TO CARRY OUT THE PURPOSES OF NOTRE DAME SCHOOL OF MILWAUKEE, INC., A WISCONSIN NONPROFIT CORPORATION (NDSM). THE ORGANIZATION IS A TYPE I SUPPORTING ORGANIZATION OF NDSM.

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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 (2023)

Revenue Breakdown

Contributions & Grants $3,523,854

Program Service Revenue $0

Investment Income $69,001

Other Revenue $0

TOTAL REVENUE $3,592,855

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $1,306

TOTAL EXPENSES $1,306

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,592,855	$83,161	+42.2%
Expenses	$1,306	$48,909	-1.0%
Net Income	$3,591,549	$34,252	+103.9%

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

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
PATRICK LANDRY	PRESIDENT	1.00	Director	$0	$0	$0
JOSE SAENZ	TREASURER	1.00	Director	$0	$0	$0
MELANIE BEREXA	SECRETARY	1.00	Director	$0	$0	$0
THOMAS DUFFY	VICE PRESIDENT	1.00	Director	$0	$0	$0
CHUCK LAMB	VICE PRESIDENT	1.00	Director	$0	$0	$0
JOELLEN STOLLENWERK	VICE PRESIDENT	1.00	Director	$0	$0	$0
JUDY KEYES	VICE PRESIDENT	1.00	Director	$0	$0	$0
THERESE FENNELLY	VICE PRESIDENT	1.00	Director	$0	$0	$0
CHRIS MCDERMOTT	VICE PRESIDENT	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	No data	No data	No data	No data
2024	$3,592,855	$1,306	$9,228,478	$3,591,549
2023	$83,161	$48,909	$5,626,004	$34,252
2022	$51,597	$53,913	$5,813,441	$-2,316
2021	$48,750	$56,046	$6,082,182	$-7,296
2020	$636,362	$77,491	$6,765,612	$558,871

NOTRE DAME SCHOOL OF MILWAUKEE FOUNDATION INC