MILWAUKEE VENTURE PARTNERS INC

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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

2021

Legal Domicile

Principal Officer

KAREN PLUNKETT

Phone

4144034878

Tax Period

2025-01-01 to 2025-12-31

MILWAUKEE VENTURE PARTNERS INC, founded in 2021, is a micro nonprofit in the Community Improvement sector that reported $61K in total revenue in fiscal year 2025. The organization ran a surplus of $21K, a strong 35% operating margin.

Mission

TO PROVIDE INVESTMENT CAPITAL, STRATEGIC ADVICE AND MENTORING TO EARLY-STAGE COMPANIES TO HELP THEM ACHIEVE MARKET LEADERSHIP. INFORM AND EDUCATE BUSINESS, GOVERNMENT AND ACEDEMIC LEADERS OF THE IMPORTANCE AND AVAILABILITY OF ADEQUATE ANGEL AND INVESTMENT CAPITAL NECESSARY TO FUND EARLY-STAGE AND OTHER VENTURES AND TO PROVIDE SUPPORT AND RESOURCES TO ENTREPRENEURS. PROVIDE MEMBERS WITH INVESTMENT OPPORTUNITIES WHICH WILL RESULT IN AN ADEQUATE FINANCIAL RETURN ON THEIR TIME COMMITMENT AND INVESTED CAPITAL.

Program Service Accomplishments

Program 1

Expenses: $1,066

PROVIDED INVESTMENT CAPITAL, STRATEGIC ADVICE AND MENTORING TO EARLY-STAGE COMPANIES TO HELP THEM ACHIEVE MARKET LEADERSHIP.

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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 (2025)

Revenue Breakdown

Contributions & Grants $56,800

Program Service Revenue $0

Investment Income $3,906

Other Revenue $0

TOTAL REVENUE $60,706

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,066

Other Expenses $39,263

TOTAL EXPENSES $39,263

Year-over-Year Comparison

	2025	2024	Change
Revenue	$60,706	$58,676	+0.0%
Expenses	$39,263	$31,496	+0.2%
Net Income	$21,443	$27,180	-0.2%

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
KAREN W PLUNKETT	PRESIDENT	12.00	Director	$0	$0	$0
PETER SKANAVIS	VICE PRESIDENT	6.00	Director	$0	$0	$0
JAMES MATHES	TREASURER	2.00	Director	$0	$0	$0
MATTHEW FRIEDEL	VICE PRESIDENT	6.00	Director	$0	$0	$0
GUY MASCARI	SECRETARY	4.00	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	$60,706	$39,263	$135,574	$21,443
2024	$58,676	$31,496	$114,131	$27,180
2023	$71,537	$32,985	$86,951	$38,552
2022	$49,500	$25,919	$48,399	$23,581
2021	$42,650	$17,832	$24,818	$24,818