TAVERN LEAGUE OF WISCONSIN INC (EIN 390746302) - 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

1936

Legal Domicile

Principal Officer

MARK JEFFERSON

Phone

6082708591

Tax Period

2024-07-01 to 2025-06-30

TAVERN LEAGUE OF WISCONSIN INC, founded in 1936, is a community nonprofit in the Community Improvement sector that reported $1.8M in total revenue in fiscal year 2024. Revenue decreased 8% compared to the prior year. Expenses of $1.6M left a modest 13% surplus.

Mission

THE TAVERN LEAGUE OF WISCONSIN IS A 5,000 MEMBER, NON-PROFIT TRADE ASSOCIATION DEDICATED TO SERVING THE NEEDS OF THE RETAIL BEVERAGE ALCOHOL SEGMENT OF THE HOSPITALITY INDUSTRY IN WISCONSIN.

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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 $239,060

Program Service Revenue $1,146,515

Investment Income $390,003

Other Revenue $41,466

TOTAL REVENUE $1,817,044

Expense Breakdown

Grants Paid $140,000

Salaries & Benefits $202,770

Fundraising Expenses $0

Other Expenses $1,245,030

TOTAL EXPENSES $1,587,800

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,817,044	$1,965,639	-0.1%
Expenses	$1,587,800	$1,405,774	+0.1%
Net Income	$229,244	$559,865	-0.6%

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

$179,525

Total Directors

$75,544

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KEITH KERN	PRESIDENT	10.00	Officer Director	$9,975	$0	$9,975
CATHY VALES	SENIOR VICE PRESIDENT	5.00	Officer Director	$2,400	$0	$2,400
DONN AMUNDSON	NORTHERN ZONE VICE PRESIDENT	2.00	Officer Director	$1,950	$0	$1,950
BOB CARPENTER	CENTRAL DISTRICT VICE PRESIDENT	2.00	Officer Director	$2,100	$0	$2,100
JENNIFER COLLISON	SOUTHERN ZONE VICE PRESIDENT	2.00	Officer Director	$1,650	$0	$1,650
VINNY EGLE	EASTERN ZONE VICE PRESIDENT	2.00	Officer Director	$1,800	$0	$1,800
KEITH KOEHLER	SOUTHERN DISTRICT VICE PRESIDENT	2.00	Officer Director	$2,100	$0	$2,100
NANCY LORBETSKE	NORTHERN DISTRICT VICE PRESIDENT	2.00	Officer Director	$1,350	$0	$1,350
DON MJELDE	EASTERN DISTRICT VICE PRESIDENT	2.00	Officer Director	$2,100	$0	$2,100
PAUL SALZWEDEL	CENTRAL ZONE VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
KRIS ZAPPA	SECRETARY	5.00	Officer Director	$1,950	$0	$1,950
TODD GIRAUD	TREASURER	5.00	Officer Director	$2,100	$0	$2,100
TIM TOMCHEK THRU APR 2025	EASTERN ZONE VICE PRESIDENT	2.00	Officer Director	$1,500	$0	$1,500
CHUCK ANDERSON	DISTRICT DIRECTOR	1.00	Director	$1,350	$0	$1,350
BEN BRUNETTE	DISTRICT DIRECTOR	1.00	Director	$1,200	$0	$1,200
MIKE CELT	DISTRICT DIRECTOR	1.00	Director	$1,350	$0	$1,350
ERIC CHRISTENSON	DISTRICT DIRECTOR	1.00	Director	$1,500	$0	$1,500
DOUG CLAUSEN	DISTRICT DIRECTOR	1.00	Director	$750	$0	$750
WENDY COEY	DISTRICT DIRECTOR	1.00	Director	$750	$0	$750
ART DABAERE	DISTRICT DIRECTOR	1.00	Director	$1,500	$0	$1,500
JEFF DALLMAN	DISTRICT DIRECTOR	1.00	Director	$0	$0	$0
CAIT FINLEY	DISTRICT DIRECTOR	1.00	Director	$750	$0	$750
TIM GROTH	DISTRICT DIRECTOR	1.00	Director	$1,500	$0	$1,500
LORIE HELM	DISTRICT DIRECTOR	1.00	Director	$1,950	$0	$1,950
DAVE HILLS	DISTRICT DIRECTOR	1.00	Director	$750	$0	$750
SHARON KINGSTON	DISTRICT DIRECTOR	1.00	Director	$1,500	$0	$1,500
DOUG KORTH	DISTRICT DIRECTOR	1.00	Director	$900	$0	$900
JUDI MALONE	DISTRICT DIRECTOR	1.00	Director	$1,500	$0	$1,500
KATHY PROFFITT	DISTRICT DIRECTOR	1.00	Director	$1,500	$0	$1,500
MARK PUETZ	DISTRICT DIRECTOR	1.00	Director	$15,469	$0	$15,469
MARK REHWINKEL	DISTRICT DIRECTOR	1.00	Director	$1,500	$0	$1,500
JUDY VANDENHOUTEN	DISTRICT DIRECTOR	1.00	Director	$1,500	$0	$1,500
SHARON WARD	DISTRICT DIRECTOR	1.00	Director	$1,350	$0	$1,350
RUSS FISHER FROM APR 2025	DISTRICT DIRECTOR	1.00	Director	$1,500	$0	$1,500
MIKE HAUSER FROM APR 2025	DISTRICT DIRECTOR	1.00	Director	$0	$0	$0
GREG HUNTER FROM APR 2025	DISTRICT DIRECTOR	1.00	Director	$0	$0	$0
JENNY MALLCORE FROM APR 2025	CLASS A DIRECTOR	1.00	Director	$0	$0	$0
MICHELLE PEROUTKA	DISTRICT DIRECTOR (FROM APR 2025)	1.00	Director	$0	$0	$0
JIM BILLINGS THRU APR 2025	DISTRICT DIRECTOR	1.00	Director	$1,500	$0	$1,500
DIANE SCHWARTZ THRU APR 2025	DISTRICT DIRECTOR	1.00	Director	$1,500	$0	$1,500
DANIEL SWIECICHOWSKI	DISTRICT DIRECTOR (THRU APR 2025)	1.00	Director	$1,500	$0	$1,500
MARK JEFFERSON	EXECUTIVE DIRECTOR	35.00	Officer	$148,550	$0	$148,550

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	$1,817,044	$1,587,800	$5,222,518	$229,244
2024	$1,965,639	$1,405,774	$4,722,937	$559,865
2023	$1,377,625	$1,480,173	$3,676,784	$-102,548
2022	$1,597,709	$1,717,497	$3,418,385	$-119,788
2021	$1,347,119	$1,719,234	$4,195,644	$-372,115
2020	$1,412,461	$1,491,957	$3,760,646	$-79,496
2019	$1,581,352	$1,660,737	$3,698,899	$-79,385

TAVERN LEAGUE OF WISCONSIN INC