Scaling Wellness In Milwaukee LTD (EIN 843071756) - 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

2019

Legal Domicile

Principal Officer

Frank Cumberbatch

Phone

4142884269

Tax Period

2024-08-01 to 2025-07-31

Scaling Wellness In Milwaukee LTD, founded in 2019, is a small nonprofit in the Community Improvement sector that reported $387K in total revenue in fiscal year 2024. Revenue surged 242% from the prior year, signaling strong growth momentum. The organization ran a surplus of $73K, a strong 19% operating margin.

Mission

SWIMs Mission is to drive community-based collaboration that helps to prevent and respond to trauma, building a more resilient Southeastern Wisconsin

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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 $255,510

Program Service Revenue $144,076

Investment Income $0

Other Revenue $-12,405

TOTAL REVENUE $387,181

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $28,967

Program Expenses $243,353

Other Expenses $313,708

TOTAL EXPENSES $313,708

Year-over-Year Comparison

	2024	2023	Change
Revenue	$387,181	$113,158	+2.4%
Expenses	$313,708	$147,878	+1.1%
Net Income	$73,473	$-34,720	-3.1%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Frank Cumberbatch	President	002.00	Officer Director	$0	$0	$0
Kimo Ah-Yun	Secretary	002.00	Officer Director	$0	$0	$0
Lindsey St Arnold Bell	Vice President	002.00	Officer Director	$0	$0	$0
Norb Schiek	Treasurer	002.00	Officer Director	$0	$0	$0
Jason Gonzalez	Board Member	001.00	Director	$0	$0	$0
Becca Laszkiewicz	Board Member	001.00	Director	$0	$0	$0
Rachel Leahy Hilker	Board Member	001.00	Director	$0	$0	$0
Mary Madden	Board Member	001.00	Director	$0	$0	$0
Emily Tau	Board Member	001.00	Director	$0	$0	$0
Jill Drzewiecki	Executive Director	040.00	Officer	$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	$387,181	$313,708	$199,001	$73,473
2024	$113,158	$147,878	$123,270	$-34,720
2023	$51,000	$195,131	$140,908	$-144,131
2022	$504,460	$218,801	$329,114	$285,659

Scaling Wellness In Milwaukee LTD