DOWNTOWN FOND DU LAC PARTNERSHIP INC (EIN 461169019) - 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

2012

Legal Domicile

Principal Officer

DAVE HOPPER

Phone

9203222006

Tax Period

2023-01-01 to 2023-12-31

DOWNTOWN FOND DU LAC PARTNERSHIP INC, founded in 2012, is a small nonprofit in the Community Improvement sector that reported $448K in total revenue in fiscal year 2023. Expenses of $429K left a modest 4% surplus.

Mission

TO ESTABLISH A DIVERSE, PROSPEROUS AND HEALTHY DISTRICT THAT IS THE SOCIAL, COMMERCIAL AND CULTURAL HEART OF THE COMMUNITY.

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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 $235,694

Program Service Revenue $168,810

Investment Income $29

Other Revenue $43,734

TOTAL REVENUE $448,267

Expense Breakdown

Grants Paid $0

Salaries & Benefits $201,690

Fundraising Expenses $11,212

Program Expenses $346,245

Other Expenses $227,353

TOTAL EXPENSES $429,043

Year-over-Year Comparison

	2023	2022	Change
Revenue	$448,267	$467,993	0.0%
Expenses	$429,043	$470,139	-0.1%
Net Income	$19,224	$-2,146	-10.0%

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JULIE BALSON	DIRECTOR	1.00	Director	$0	$0	$0
BEKKI FISHELSON-KUBER	DIRECTOR	1.00	Director	$0	$0	$0
DAVE HOPPER	PRESIDENT	1.00	Officer Director	$0	$0	$0
MONICA LARA	DIRECTOR	1.00	Director	$0	$0	$0
TRACY MATHWEG	DIRECTOR	1.00	Director	$0	$0	$0
SAM MEYER	DIRECTOR	1.00	Director	$0	$0	$0
KIRSTEN QUAM	DIRECTOR	1.00	Director	$0	$0	$0
JJ RAFLIK	DIRECTOR	1.00	Director	$0	$0	$0
ROB BARTZ	TREASURER	1.00	Officer	$0	$0	$0
TYLER GROSS	SECRETARY	1.00	Officer	$0	$0	$0
MAEGHAN THEISSEN-GREENO	VICE-PRESIDE	1.00	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	$448,267	$429,043	$146,702	$19,224
2022	$467,993	$470,139	$124,343	$-2,146
2021	$375,292	$378,752	$137,121	$-3,460
2020	$346,268	$324,934	$133,134	$21,334
2019	$211,058	$198,487	$106,490	$12,571
2018	$251,887	$285,919	$89,279	$-34,032

DOWNTOWN FOND DU LAC PARTNERSHIP INC