The First Unitarian Society of Milw

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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

2024

Legal Domicile

Principal Officer

David Becker Trustee

Phone

4144920403

Tax Period

2024-01-01 to 2024-12-31

The First Unitarian Society of Milw, founded in 2024, is a community nonprofit in the Religion sector that reported $2.1M in total revenue in fiscal year 2024.

Mission

The sole purpose of the Trust will be to build an endowment to provide financial support to the First Unitarian Society of Milwaukee, a Unitarian Universal church located in Milwaukee, Wisconsin. The initial contribution will be a transfer of funds from the church itself.

Program Service Accomplishments

Program 1

Revenue: $2,053,402

Support will only be provided to the First Unitarian Church of Milwaukee as long as such organization maintains exempt status under Section 501(c)(3) of the Internal Revenue Code and remains eligible to receive contributions in accordance with section 170 of the Code. In the event the trust were to cease to exist, funds would be redirected to one or more of the other Unitarian organizations exempt from tax under Section 501(c)(3). The trust achieved exempt status on March 31, 2024. Achievements included an increase in assets by $ 918,896 from funds available at the end of 2023.

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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 $2,049,724

Program Service Revenue $0

Investment Income $41,409

Other Revenue $0

TOTAL REVENUE $2,091,133

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $0

TOTAL EXPENSES $0

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,091,133	N/A	N/A
Expenses	N/A	N/A	N/A
Net Income	N/A	N/A	N/A

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
Ron Oshima	Trustee	5.00	Director	$0	$0	$0
Elizabeth Schroeder	N/A	5.00	Director	$0	$0	$0
David Becker	Trustee	5.00	Officer 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
2024	$2,091,133	No data	$2,091,133	No data