WISCONSIN AMATEUR FIELD TRIAL CLUB

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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

Principal Officer

JON PENA

Phone

9202120332

Tax Period

2023-01-01 to 2023-12-31

WISCONSIN AMATEUR FIELD TRIAL CLUB is a micro nonprofit that reported $64K in total revenue in fiscal year 2023. Revenue surged 28% from the prior year, signaling strong growth momentum. The organization ran a surplus of $29K, a strong 46% operating margin.

Mission

TO PROMOTE THE SPORT OF RETRIEVER DOGS BY CONDUCTING FIELD TRIALS AND HUNT TESTS, AND TO FOSTER FELLOWSHIP AMONG ITS MEMBERS AND GUESTS.

Program Service Accomplishments

Program 1

CONDUCTING HUNT TESTS FOR APPROXIMATELY 450 RETRIEVERS AND THEIR OWNERS OVER TWO WEEKENDS.

Program 2

CONDUCTING FIELD TRIALS FOR OVER 200 RETRIEVERS AND THEIR OWNERS OVER TWO WEEKENDS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $64,235

Investment Income $0

Other Revenue $0

TOTAL REVENUE $64,235

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $13,086

Other Expenses $34,807

TOTAL EXPENSES $34,807

Year-over-Year Comparison

	2023	2022	Change
Revenue	$64,235	$50,166	+0.3%
Expenses	$34,807	$28,873	+0.2%
Net Income	$29,428	$21,293	+0.4%

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BILL AKIN	BOARD MEMBER	N/A	Director	$0	$0	$0
NANCY BAUER	SECRETARY	N/A	Officer Director	$0	$0	$0
SHEENA BLACK	BOARD MEMBER	N/A	Director	$0	$0	$0
SUSAN BLEDSOE	TREASURER	N/A	Officer Director	$0	$0	$0
MICHELLE CHALUPKA	BOARD MEMBER	N/A	Director	$0	$0	$0
TOM MC CLEOD	VICE-PRESIDE	N/A	Officer Director	$0	$0	$0
RICHARD DALLESASSE	BOARD MEMBER	N/A	Director	$0	$0	$0
SUE DORSCHEID	BOARD MEMBER	N/A	Director	$0	$0	$0
STU HENDERSON	BOARD MEMBER	N/A	Director	$0	$0	$0
JIM HORNECK	BOARD MEMBER	N/A	Director	$0	$0	$0
DAVE JUEDES	BOARD MEMBER	N/A	Director	$0	$0	$0
CARL MATUSZESKI	BOARD MEMBER	N/A	Director	$0	$0	$0
JEFF NEUMANN	BOARD MEMBER	N/A	Director	$0	$0	$0
JON PENA	PRESIDENT	N/A	Officer Director	$0	$0	$0
JIM POWERS	BOARD MEMBER	N/A	Director	$0	$0	$0
JEFF SCHILZ	BOARD MEMBER	N/A	Director	$0	$0	$0
JACK SOBCZAK	BOARD MEMBER	N/A	Director	$0	$0	$0
MARK TESCH	BOARD MEMBER	N/A	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	No data	No data	No data	No data
2023	$64,235	$34,807	$561,737	$29,428
2022	$50,166	$28,873	$540,391	$21,293
2021	$43,474	$37,221	$528,637	$6,253
2020	$40,600	$34,965	$531,550	$5,635
2019	$41,519	$63,731	$535,027	$-22,212
2018	$46,582	$37,191	$565,675	$9,391