ROTARY CLUB OF MILWAUKEE COMMUNITY TRUST (EIN 930756960) - 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

1994

Legal Domicile

Principal Officer

KRISTIN BERGSTROM

Phone

4142873832

Tax Period

2024-07-01 to 2025-06-30

ROTARY CLUB OF MILWAUKEE COMMUNITY TRUST, founded in 1994, is a community nonprofit that reported $1.1M in total revenue in fiscal year 2024. Revenue surged 83% from the prior year, signaling strong growth momentum. The organization ran a surplus of $803K, a strong 72% operating margin.

Mission

SUPPORT FOR THE ROTARY CLUB OF MILWAUKEE'S CHARITABLE PROJECTS AND SCHOLARSHIP PROGRAM.

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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 $140,028

Program Service Revenue $0

Investment Income $981,276

Other Revenue $0

TOTAL REVENUE $1,121,304

Expense Breakdown

Grants Paid $243,698

Salaries & Benefits $43,055

Fundraising Expenses $0

Program Expenses $318,746

Other Expenses $31,993

TOTAL EXPENSES $318,746

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,121,304	$612,377	+0.8%
Expenses	$318,746	$365,419	-0.1%
Net Income	$802,558	$246,958	+2.2%

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

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

$159,267

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KRISTIN BERGSTROM	TRUSTEE	1.00	Director	$0	$0	$0
MARY MCCORMICK	DIRECTOR	5.00	Director	$0	$21,475	$159,267
N/A	CO-TRUSTEE	1.00		$43,054	$0	$43,054

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	$1,121,304	$318,746	$6,130,753	$802,558
2024	$612,377	$365,419	$5,635,813	$246,958
2023	$489,015	$269,745	$4,943,447	$219,270
2022	$791,049	$194,518	$4,571,508	$596,531
2021	$573,144	$191,903	$4,990,200	$381,241
2020	$195,029	$290,298	$3,871,102	$-95,269
2019	$322,133	$283,505	$3,888,804	$38,628

ROTARY CLUB OF MILWAUKEE COMMUNITY TRUST