The First Unitarian Society of Milw

EIN: 996551349 501(c)(3) Religion

Milwaukee, WI

Total Revenue
$2,091,133
Total Expenses
N/A
Total Assets
$2,091,133
Net Assets
$2,091,133
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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
WI
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.

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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%)

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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

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Governance

Voting Members
3
Independent Members
3
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
1
$0
Total Directors
3
$0
Key Employees
0
$0
Highest Compensated
0
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
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