Wisconsin Bed & Breakfast Assoc

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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

1990

Legal Domicile

Tax Period

2019-01-01 to 2019-12-31

Wisconsin Bed & Breakfast Assoc, founded in 1990, is a small nonprofit that reported $116K in total revenue in fiscal year 2019. Expenses of $137K exceeded revenue, resulting in a 18% operating deficit.

Mission

To improve the quality of B&B inns,educate and inform innkeepers,and promote the B&B experience to the public.

Program Service Accomplishments

Program 1

Expenses: $10,598 Revenue: $25,840

Annual meetings and convention provides innkeepers with educational programs and networking opportunities with other owners.

Program 2

Expenses: $285 Revenue: $825

Standards inspections are required of all members to insure high quality standards for association member inns. Complaints are also investigated to identify any problem areas.

Program 3

Expenses: $50 Revenue: $589

Aspiring innkeeper services provide potential new inn owners access to industry rules and regulations,quality standards for hospitality services,business formation and operation strategies,and other...

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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 (2019)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $114,329

Investment Income $1,777

Other Revenue $0

TOTAL REVENUE $116,106

Expense Breakdown

Grants Paid $0

Salaries & Benefits $59,818

Fundraising Expenses $0

Program Expenses $10,933

Other Expenses $76,770

TOTAL EXPENSES $136,588

Year-over-Year Comparison

	2019	2018	Change
Revenue	$116,106	$116,106	N/A
Expenses	$136,588	$135,588	+0.0%
Net Income	$-20,482	$-19,482	+0.1%

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

N/A

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
Jerry Phillips	President	2.00	Officer	$0	$0	$0
Kerri Thiel	Executive Director	40.00	Highest	$43,500	$0	$43,500

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
2019	$116,106	$136,588	$80,459	$-20,482
2018	$83,923	$117,958	$91,687	$-34,035