DELAFIELD PROMOTIONAL & TOURISM COUNCIL (EIN 391934281) - 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

2000

Legal Domicile

Principal Officer

JORI HARTWIG

Phone

2626468100

Tax Period

2024-01-01 to 2024-12-31

DELAFIELD PROMOTIONAL & TOURISM COUNCIL, founded in 2000, is a small nonprofit in the Community Improvement sector that reported $375K in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion. The organization ran a surplus of $164K, a strong 44% operating margin.

Mission

TO PROMOTE VISITS TO THE DELAFIELD AREA BY EDUCATING OF THE HISTORICAL, RECREATIONAL, CULTURAL AND NATURAL ATTRACTIONS IN THE AREA BY PROMOTING THE IMAGE AND NAME RECOGNITION OF THE CITY OF DELAFIELD

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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 (2024)

Revenue Breakdown

Contributions & Grants $363,757

Program Service Revenue $0

Investment Income $10,850

Other Revenue $0

TOTAL REVENUE $374,607

Expense Breakdown

Grants Paid $0

Salaries & Benefits $63,094

Fundraising Expenses $0

Program Expenses $186,177

Other Expenses $147,216

TOTAL EXPENSES $210,310

Year-over-Year Comparison

	2024	2023	Change
Revenue	$374,607	$329,057	+0.1%
Expenses	$210,310	$216,327	0.0%
Net Income	$164,297	$112,730	+0.5%

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

$107,616

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
FRED MARRERO	MEMBER	1.00	Director	$0	$0	$0
LARRY FEHRM	MEMBER	1.00	Director	$0	$0	$0
JESSICA WOODWARD	MEMBER	1.00	Director	$0	$0	$0
JIM BEHREND	MEMBER	1.00	Director	$0	$0	$0
PAUL MURPHY	MEMBER	1.00	Director	$0	$0	$0
ERIN MCDONALD	MEMBER	1.00	Director	$0	$0	$0
SUSAN BUCHANAN	ALTERNATE	1.00	Director	$0	$0	$0
JACKIE VALDE	ALDERMAN - CITY APPOINTED	1.00	Officer	$0	$0	$0
AMY BUCHMAN	TREASURER	1.00	Officer	$0	$0	$51,180
DEBRA SMITH	EXECUTIVE DIRECTOR	22.00	Officer	$0	$11,118	$56,436

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	$374,607	$210,310	$413,937	$164,297
2023	$329,057	$216,327	$398,275	$112,730
2022	$372,841	$163,746	$439,063	$209,095
2021	$348,972	$109,299	$395,207	$239,673
2020	$132,933	$110,887	$158,985	$22,046
2019	$242,308	$130,979	$186,682	$111,329
2018	$240,821	$133,056	$174,745	$107,765

DELAFIELD PROMOTIONAL & TOURISM COUNCIL