CIRCLE WISCONSIN CORPORATION (EIN 391570309) - 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

1985

Legal Domicile

Principal Officer

WENDY DOBRZYNSKI

Tax Period

2023-01-01 to 2023-12-31

CIRCLE WISCONSIN CORPORATION, founded in 1985, is a small nonprofit in the Community Improvement sector that reported $248K in total revenue in fiscal year 2023. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $227K left a modest 9% surplus.

Mission

CIRCLE WISCONSIN PROMOTES WISCONSIN AS A DESTINATION FOR TRAVEL AND TOURIST TO THE GROUP TRAVEL INDUSTRY THROUGH MEMBERSHIP PROGRAMS AND BY HOSTING CONVENTIONS DURING THE YEAR

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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 $3,500

Program Service Revenue $220,760

Investment Income $0

Other Revenue $23,677

TOTAL REVENUE $247,937

Expense Breakdown

Grants Paid $0

Salaries & Benefits $90,866

Fundraising Expenses $0

Program Expenses $204,634

Other Expenses $135,825

TOTAL EXPENSES $226,691

Year-over-Year Comparison

	2023	2022	Change
Revenue	$247,937	$221,695	+0.1%
Expenses	$226,691	$226,529	+0.0%
Net Income	$21,246	$-4,834	-5.4%

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	Role	Reportable Comp	Other Comp	Total
AMANDA LAFAVE	MEMBER	Director	$0	$0	$0
LAURA BRADLEY	MEMBER	Director	$0	$0	$0
JULIE GERCZAK	MEMBER	Director	$0	$0	$0
SHELLY HARMS	MEMBER	Director	$0	$0	$0
JOAN PINCH	MEMBER	Director	$0	$0	$0
MARY ROSS	MEMBER	Director	$0	$0	$0
JOE METZEN	MEMBER	Director	$0	$0	$0
CORY MACE	PRESIDENT	Officer Director	$0	$0	$0
MATT BOSEN	MEMBER	Officer	$0	$0	$0
WENDY DOBRZYNSKI	EXECUTIVE DIRECTOR	Officer	$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	$247,937	$226,691	$251,000	$21,246
2022	$221,695	$226,529	$218,860	$-4,834
2021	$193,441	$166,299	$162,597	$27,142
2020	$188,778	$110,453	$296,453	$78,325
2019	$294,278	$249,362	$90,417	$44,916

CIRCLE WISCONSIN CORPORATION