DELAFIELD CHAMBER OF COMMERCE (EIN 391186726) - 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

1940

Legal Domicile

Principal Officer

TINA SZADA

Phone

2623703861

Tax Period

2023-10-01 to 2024-09-30

DELAFIELD CHAMBER OF COMMERCE, founded in 1940, is a small nonprofit in the Community Improvement sector that reported $168K in total revenue in fiscal year 2023. Revenue grew 19% year-over-year, indicating healthy expansion. Expenses of $157K left a modest 6% surplus.

Mission

BUSINESS ORGANIZATION DEDICATED TO THE SUPPORT OF ITS MEMBERS THROUGH BUSINESS FORUMS AND COMMUNITY ACTIVITIES

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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 $69,099

Investment Income $433

Other Revenue $98,873

TOTAL REVENUE $168,405

Expense Breakdown

Grants Paid $0

Salaries & Benefits $98,846

Fundraising Expenses $0

Other Expenses $58,650

TOTAL EXPENSES $157,496

Year-over-Year Comparison

	2023	2022	Change
Revenue	$168,405	$141,615	+0.2%
Expenses	$157,496	$155,544	+0.0%
Net Income	$10,909	$-13,929	-1.8%

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

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

$68,261

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAWN GEELEHER	DIRECTOR	0.00	Director	$0	$0	$0
KATELYNN CUTTS	PRESIDENT	1.00	Director	$0	$0	$0
CLAIRE ALBRECHT	TREASURER	1.00	Director	$0	$0	$0
ANDRES GARCIA	VICE PRESIDENT	1.00	Director	$0	$0	$0
CAMERON MCFARLAND	DIRECTOR	0.00	Director	$0	$0	$0
DR JEN BAUM	DIRECTOR	0.00	Director	$0	$0	$0
KATY TESSMER	DIRECTOR	0.00	Director	$0	$0	$0
MANLEY HAINES	DIRECTOR	0.00	Director	$0	$0	$0
MEGAN BRAATZ	EXECUTIVE DIRECTOR	40.00	Director	$68,261	$0	$68,261
JENNY NELSON	DIRECTOR	0.00	Director	$0	$0	$0
BAILEY FORNELL	DIRECTOR	0.00	Director	$0	$0	$0
ALICIA STOLL	DIRECTOR	0.00	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	$168,405	$157,496	$57,163	$10,909
2023	$141,615	$155,544	$46,254	$-13,929
2022	$135,326	$134,821	$60,183	$505
2021	$156,380	$148,081	$59,678	$8,299
2019	$144,716	$162,897	$108,428	$-18,181

DELAFIELD CHAMBER OF COMMERCE