FOND DU LAC COUNTY ECONOMIC DEVELOPMENT CORP (EIN 391628115) - 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

1988

Legal Domicile

Principal Officer

TRICIA CASWELL

Phone

9203249711

Tax Period

2025-01-01 to 2025-12-31

FOND DU LAC COUNTY ECONOMIC DEVELOPMENT CORP, founded in 1988, is a micro nonprofit that reported $85K in total revenue in fiscal year 2025. Revenue fell 36% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $41K, a strong 48% operating margin.

Mission

TO PROMOTE THE ECONOMIC GROWTH OF FOND DU LAC COUNTY BY WORKING WITH COMMUNITY LEADERS AND ECONOMIC DEVELOPMENT ALLIES.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $76,246

Investment Income $9,045

Other Revenue $0

TOTAL REVENUE $85,291

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $23,518

Other Expenses $44,110

TOTAL EXPENSES $44,110

Year-over-Year Comparison

	2025	2024	Change
Revenue	$85,291	$133,701	-0.4%
Expenses	$44,110	$39,114	+0.1%
Net Income	$41,181	$94,587	-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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SANDY BRETH	SECOND CHAIR	0.50	Officer Director	$0	$0	$0
TRICIA CASWELL	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
MATT FRIES	TREASURER	0.50	Officer Director	$0	$0	$0
SAM KAUFMAN	MEMBER	0.50	Director	$0	$0	$0
DAVID KNUTH	MEMBER	0.50	Director	$0	$0	$0
JEFF LIDDICOAT	MEMBER	0.50	Director	$0	$0	$0
TROY RADEMANN	MEMBER	0.50	Director	$0	$0	$0
AARON SADOFF	MEMBER	0.50	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
2025	$85,291	$44,110	$3,840,958	$41,181
2024	$133,701	$39,114	$3,804,649	$94,587
2023	$159,698	$121,945	$3,813,277	$37,753
2022	$155,518	$159,392	$4,288,399	$-3,874
2021	$214,172	$159,170	$3,587,104	$55,002
2020	$149,728	$126,889	$11,274,741	$22,839
2019	$120,947	$116,675	$16,493,450	$4,272
2018	$118,947	$112,773	$23,371,990	$6,174

FOND DU LAC COUNTY ECONOMIC DEVELOPMENT CORP