MADISON REGION ECONOMIC PARTNERSHIP (EIN 711015136) - 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

2006

Legal Domicile

Principal Officer

JASON FIELDS

Phone

6085710408

Tax Period

2024-01-01 to 2024-12-31

MADISON REGION ECONOMIC PARTNERSHIP, founded in 2006, is a small nonprofit in the Community Improvement sector that reported $860K in total revenue in fiscal year 2024. Revenue fell 77% from the prior year — a significant decline worth monitoring. Expenses of $955K exceeded revenue, resulting in a 11% operating deficit.

Mission

TO PROTECT, LEVERAGE, AND ACCELERATE THE GROWTH OF OUR REGIONS STRONGEST ECONCOMIC OPPORTUNITIES AND TO FACILITATE AND SUPPORT COLLABORATIVE REGIONAL EFFORTS THAT PRESERVE AND ENHANCE OUR QUALITY OF LIFE.

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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 $741,754

Program Service Revenue $110,717

Investment Income $7,631

Other Revenue $0

TOTAL REVENUE $860,102

Expense Breakdown

Grants Paid $0

Salaries & Benefits $591,371

Fundraising Expenses $0

Other Expenses $363,943

TOTAL EXPENSES $955,314

Year-over-Year Comparison

	2024	2023	Change
Revenue	$860,102	$3,733,917	-0.8%
Expenses	$955,314	$4,098,732	-0.8%
Net Income	$-95,212	$-364,815	-0.7%

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

$143,813

Total Directors

$143,813

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JASON FIELDS	PRESIDENT	40.00	Officer Director	$143,813	$0	$143,813
JASON VANGALIS	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
SETH LENTZ	SECRETARY	1.00	Officer Director	$0	$0	$0
DR MARK THOMAS JR	TREASURER	1.00	Officer Director	$0	$0	$0
PETER TAN	PAST BOARD C	1.00	Officer Director	$0	$0	$0
JULI AULIK	EXECUTIVE CO	1.00	Director	$0	$0	$0
DAVID DE LEON	EXECUTIVE CO	1.00	Director	$0	$0	$0
KATIE BOYCE	DIRECTOR	1.00	Director	$0	$0	$0
DAN BROWN	DIRECTOR	1.00	Director	$0	$0	$0
BRYAN CHAN	DIRECTOR	1.00	Director	$0	$0	$0
PAM CHRISTENSON	DIRECTOR	1.00	Director	$0	$0	$0
JEANNIE CULLEN SCHULTZ	DIRECTOR	1.00	Director	$0	$0	$0
DAVID FROHLING	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTOPHER HUGHES	DIRECTOR	1.00	Director	$0	$0	$0
ERIK IVERSON	DIRECTOR	1.00	Director	$0	$0	$0
GLENN JOHNSTON	DIRECTOR	1.00	Director	$0	$0	$0
ROBB KAHL	DIRECTOR	1.00	Director	$0	$0	$0
TRACI MANN	DIRECTOR	1.00	Director	$0	$0	$0
TIM MCCUMBER	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER MNOOKIN	DIRECTOR	1.00	Director	$0	$0	$0
NATE OLSON	DIRECTOR	1.00	Director	$0	$0	$0
SATYA RHODES-CONWAY	DIRECTOR	1.00	Director	$0	$0	$0
ANDREW ROETHE	DIRECTOR	1.00	Director	$0	$0	$0
DAVID STARK	DIRECTOR	1.00	Director	$0	$0	$0
GENIA STEVENS	DIRECTOR	1.00	Director	$0	$0	$0
JEREMY WODAJO	DIRECTOR	1.00	Director	$0	$0	$0
STEVE LEVERENTZ	DIRECTOR	1.00	Director	$0	$0	$0
JIM YEHLE	DIRECTOR	1.00	Director	$0	$0	$0
KARL ZARLING	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTOPHER POLZER	DIRECTOR	1.00	Director	$0	$0	$0
DR TRACY PIERNER	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS YARBRO	DIRECTOR	1.00	Director	$0	$0	$0
ERIN DEELY	DIRECTOR	1.00	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
2024	$860,102	$955,314	$869,783	$-95,212
2023	$3,733,917	$4,098,732	$904,529	$-364,815
2022	$8,071,010	$7,997,567	$3,172,458	$73,443
2021	$3,362,304	$3,266,726	$2,651,221	$95,578
2020	$677,416	$837,358	$696,892	$-159,942
2019	$1,316,988	$868,719	$825,716	$448,269
2018	$944,345	$1,013,587	$860,650	$-69,242

MADISON REGION ECONOMIC PARTNERSHIP