Civic Intelligence

Milwaukee Excellence Inc

EIN 47-4978181 • 501(c)3 • Milwaukee, WI

Profile

The mission of the organization is to provide a high quality education for all students with choices after graduation that will provide financial stability, inspire personal freedom to builda legacy.

4950 N 24th StMilwaukee, WI 53209

n/a

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.24x

Higher debt load relative to assets than 63% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

58th percentile

0.23x

Higher debt load relative to revenue than 58% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2023

Net Margin

51st percentile

5.1%

Higher net margin than 51% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

83rd percentile

26%

Faster asset growth than 83% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

21st percentile

-9.3%

Faster revenue growth than 21% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$5,132,494

Down $846,791 (-14%) from 2023

Liabilities

Down

$174,151

Down $1,281,062 (-88%) from 2023

Net Assets

Up

$4,958,343

Up $434,271 (+9.6%) from 2023

Operations
Liabilities / Revenue58th percentileNet Margin51st percentile

Revenue

Down

$4,697,543

Down $1,690,401 (-26%) from 2023

Expenses

Down

$4,263,272

Down $1,800,347 (-30%) from 2023

Net Income

Up

$434,271

Up $109,946 (+34%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth83rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2008: $538,349Liabilities 2008: $345,458Net Assets 2008: $192,8912008Assets 2015: $96,100Liabilities 2015: $2,161Net Assets 2015: $93,9392015Assets 2017: $211,461Liabilities 2017: $67,972Net Assets 2017: $143,4892017Assets 2018: $538,349Liabilities 2018: $345,458Net Assets 2018: $192,8912018Assets 2022: $4,750,140Liabilities 2022: $550,393Net Assets 2022: $4,199,7472022Assets 2023: $5,979,285Liabilities 2023: $1,455,213Net Assets 2023: $4,524,0722023Assets 2024: $5,132,494Liabilities 2024: $174,151Net Assets 2024: $4,958,3432024

Highlighted filing

2024

Assets$5,132,494
Liabilities$174,151
Net Assets$4,958,343
Open 2024 Filing

Operations Trend

Revenue Growth21st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$8.0M$6.0M$4.0M$2.0M$0Revenue 2008: $2,533,787Expenses 2008: $2,437,547Net Income 2008: $96,2402008Revenue 2015: $317,774Expenses 2015: $223,835Net Income 2015: $93,9392015Revenue 2017: $1,236,555Expenses 2017: $1,222,439Net Income 2017: $14,1162017Revenue 2018: $2,533,787Expenses 2018: $2,437,547Net Income 2018: $96,2402018Revenue 2022: $7,041,262Expenses 2022: $6,238,990Net Income 2022: $802,2722022Revenue 2023: $6,387,944Expenses 2023: $6,063,619Net Income 2023: $324,3252023Revenue 2024: $4,697,543Expenses 2024: $4,263,272Net Income 2024: $434,2712024

Highlighted filing

2024

Revenue$4,697,543
Expenses$4,263,272
Net Income$434,271
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,132,494
Liabilities
$174,151
Net assets
$4,958,343
Revenue
$4,697,543
Expenses
$4,263,272
Net income
$434,271
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.13$0.17$4.96$4.70$4.26$0.43
2023Detailed filing. Detailed filing data is available for this year.$5.98$1.46$4.52$6.39$6.06$0.32
2022Detailed filing. Detailed filing data is available for this year.$4.75$0.55$4.20$7.04$6.24$0.80
2018Summary only. Only limited summary data is available for this year.$0.54$0.35$0.19$2.53$2.44$0.10
2017Summary only. Only limited summary data is available for this year.$0.21$0.07$0.14$1.24$1.22$0.01
2015Summary only. Only limited summary data is available for this year.$0.10$0.00$0.09$0.32$0.22$0.09
2008Summary only. Only limited summary data is available for this year.$0.54$0.35$0.19$2.53$2.44$0.10
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Dec 5, 2024
Return Version
2023v5.0
Gross Receipts
$4,697,543
Mission and Program Overview

Mission

The organization's mission is to provide a high quality education that gives all students choices after graduation that provides financial stability, inspire personal freedom and build a legacy.

The organization's mission is to provide a high quality education that gives all students choices after graduation that provide financial stability, inspire personal freedom and build a legacy.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$3,580,014$4,020,818▲ $440,804
Land, Buildings, and Equipment, Net$96,809$142,285▲ $45,476
Pledges and Grants Receivable$427,112$105,045▼ $322,067
Savings and Temporary Cash Investments$40,501$49,631▲ $9,130
Prepaid Expenses and Deferred Charges$30,118--
Accounts Receivable$10,545$15,671▲ $5,126
Total Assets$5,979,285$5,132,494▼ $846,791
Other Assets Total$1,794,186$799,044▼ $995,142
Liabilities
Accounts Payable and Accrued Expenses$333,835$172,321▼ $161,514
Other Liabilities$1,121,378$1,830▼ $1,119,548
Total Liabilities$1,455,213$174,151▼ $1,281,062
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,432,686$4,866,957▲ $434,271
Net Assets With Donor Restrictions$91,386$91,386→ $0
Total Net Assets Fund Balance$4,524,072$4,958,343▲ $434,271
Total Liabilities and Net Assets / Fund Balance$5,979,285$5,132,494▼ $846,791

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$73,914$65,482$139,396
Other Land Buildings$68,371$9,048$77,419
Other Assets Org$799,044--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rodney Lynk JrChief Exec OFT$226,103$4,331$230,434
Rodney Lynk JrChief Exec Officer-$226,103$4,331$230,434
Lyndee BelangerChief of StaFT$115,920$4,035$119,955
Stephanie LoveChief FinancFT$82,262$6,758$89,020

Board Members and Trustees

NameTitle
Bill Mahler JrBoard Chair
Tomas ClasenVice Chair
Anuj RastogiBoard Member
Jason GannettBoard Member
Lindsey BouchardBoard Member
Tyler J RothSecretary
Kelsey BrennTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Vandewalle LLCConsult-profdev11170 ECHO CREST DRIVE, West Indianapolis, IN 46280$121,350
Revenue and Support

Revenue Composition

Contributions and Grants
$4,604,886
Program Service Revenue
$28,691
Investment Income
$31,326
Other Revenue
$32,640
All Other Contributions
$6,633
Change in Net Assets
$434,271

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,697,543
Total Revenue per Audited Statements
$4,697,543
Total Revenue per Form 990
$4,697,543
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,782,473
Other Expenses$1,480,799
Total Fundraising Expense$44,585
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,011,241$967,863-$1,979,104
Occupancy$393,176$32,926-$426,102
Current Officers, Directors, Trustees, and Key Employees-$349,589-$349,589
Other Employee Benefits$117,307$120,689-$237,996
All Other Expenses$145,015$19,230$39,610$203,855
Payroll Taxes$87,735$112,050-$199,785
Fees for Services Other$83,169$108,354-$191,523
Conferences and Meetings$115,195--$115,195
Office Expenses$23,919$22,559$4,975$51,453
Other Expenses$86,672$45,729-$45,729
Fees for Services Accounting$18,520$24,127-$42,647
Insurance$36,277$4,030-$40,307
Depreciation Depletion$9,837$12,815-$22,652
Fees for Services Legal$9,510$12,390-$21,900
Pension Plan Contributions$6,948$9,051-$15,999
Information Technology$12,000--$12,000
Interest$590$768-$1,358
Total Functional Expenses$2,376,517$1,842,170$44,585$4,263,272

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,263,272
Total Expenses per Audited Statements$4,263,272
Total Expenses per Form 990$4,263,272
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Capital Lease Obligation$1,830
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“A copy of the form 990 is provided to board members for review and must be approved before filing.”

Form 990, Page 6, Part VI, Line 12C

“Each memeber of the board is required to disclose any conflicts of interest annually.”

Form 990, Page 6, Part VI, Line 15A

“The top school director's compensation is determined by the board of directors on an annual basis.”

Form 990, Page 6, Part VI, Line 15B

“Other officers and key employee wages are determined by the chief executive officer and then reviewed and approved by the board of directors.”

Form 990, Page 6, Part VI, Line 19

“The school's governing documents, conflict of interest policy and financial statements are available at the school office during normal business hours upon request with a reasonable advance notice.”

Filing and Contact Details

Filer

Filer Name
Milwaukee Excellence Inc
EIN
47-4978181
Phone
4144647188
Address
4950 N 24TH STREET, MILWAUKEE, WI 53209

Signing Officer

Name
Stephanie Love
Title
Chief Financial Offc
Phone
4144647188
Signed
2024-12-05

Organization Details

Principal Officer
Bill Mahler Jr
Formed
2015
Legal Domicile
Wi
Voting Board Members
7
Independent Board Members
7
Employees
81

Preparer

Firm
Walkowicz Boczkiewicz & Co Sc
Address
1800 E MAIN ST STE 100, WAUKESHA, WI 53186
Preparer
Valorie a Boczkiewicz
Phone
2625480444
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 3, Part X

“The organization follows accounting for uncertainty in income taxes which describes a recognition and measurement of a tax position taken or expected to be taken and also provides guidance on derecognition, interest and penalties, and disclosure. Management has reviewed all tax positions taken, if any, and those expected to be taken in future tax returns. As of june 30, 2024, the organization had no amounts related to unrecognized income tax benefits and no amounts related to accrued interest and penalties. The organization does not anticipate any significant changes to unrecognized income tax benefits over the next year.”

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IRS990/OtherExpensesGrp/Desc2LICENSES AND FEES
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IRS990/PrincipalOfficerNm0BILL MAHLER JR
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IRS990ScheduleD/OtherAssetsOrgGrp/Desc0CERTIFICATES OF DEPOSIT
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IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt09048
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CAPITAL LEASE OBLIGATION
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION FOLLOWS ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES WHICH DESCRIBES A RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN AND ALSO PROVIDES GUIDANCE ON DERECOGNITION, INTEREST AND PENALTIES, AND DISCLOSURE. MANAGEMENT HAS REVIEWED ALL TAX POSITIONS TAKEN, IF ANY, AND THOSE EXPECTED TO BE TAKEN IN FUTURE TAX RETURNS. AS OF JUNE 30, 2024, THE ORGANIZATION HAD NO AMOUNTS RELATED TO UNRECOGNIZED INCOME TAX BENEFITS AND NO AMOUNTS RELATED TO ACCRUED INTEREST AND PENALTIES. THE ORGANIZATION DOES NOT ANTICIPATE ANY SIGNIFICANT CHANGES TO UNRECOGNIZED INCOME TAX BENEFITS OVER THE NEXT YEAR.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
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IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
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IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
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IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0MILWAUKEE EXCELLENCE INC INCLUDES ITS NONDISCRIMINATION POLICY ON ITS WEBSITE, BROCHURES, ADVERTISEMENTS AND SCHOOL HANDBOOK.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION IS A CHARTER SCHOOL UNDER CONTRACT WITH MILWAUKEE PUBLIC SCHOOLS.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, LINE 6
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IRS990ScheduleJ/EquityBasedCompArrngmInd0false
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt04331
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0RODNEY LYNK JR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CHIEF EXEC OFFICER
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF THE FORM 990 IS PROVIDED TO BOARD MEMBERS FOR REVIEW AND MUST BE APPROVED BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EACH MEMEBER OF THE BOARD IS REQUIRED TO DISCLOSE ANY CONFLICTS OF INTEREST ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TOP SCHOOL DIRECTOR'S COMPENSATION IS DETERMINED BY THE BOARD OF DIRECTORS ON AN ANNUAL BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OTHER OFFICERS AND KEY EMPLOYEE WAGES ARE DETERMINED BY THE CHIEF EXECUTIVE OFFICER AND THEN REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE SCHOOL'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE AT THE SCHOOL OFFICE DURING NORMAL BUSINESS HOURS UPON REQUEST WITH A REASONABLE ADVANCE NOTICE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/TotalLiabilitiesEOYAmt0174151
IRS990/TotalLiabilitiesGrp/BOYAmt01455213

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