Waupaca Area Convention & Visitor Bureau (EIN 810792529) - 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

2016

Legal Domicile

Phone

7152587343

Tax Period

2024-01-01 to 2024-12-31

Waupaca Area Convention & Visitor Bureau, founded in 2016, is a small nonprofit in the Community Improvement sector that reported $339K in total revenue in fiscal year 2024. The organization ran a surplus of $95K, a strong 28% operating margin.

Mission

THE PURPOSE OF WAUPACA AREA CONVENTION & VISITOR BUREAU IS TO PROMOTE AND DEVELOP THE WAUPACA AREA AS AN ATTRACTIVE TOURISM DESTINATION TO EHNANCE THE LOCAL ECONOMY.

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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 $0

Program Service Revenue $0

Investment Income $553

Other Revenue $338,928

TOTAL REVENUE $339,481

Expense Breakdown

Grants Paid $63,562

Salaries & Benefits $59,424

Fundraising Expenses $17,370

Program Expenses $183,040

Other Expenses $121,978

TOTAL EXPENSES $244,964

Year-over-Year Comparison

	2024	2023	Change
Revenue	$339,481	$354,824	0.0%
Expenses	$244,964	$298,478	-0.2%
Net Income	$94,517	$56,346	+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

N/A

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	Role	Reportable Comp	Other Comp	Total
Aaron Jenson	Director	Director	$0	$0	$0
Kathy Kasza	Director	Director	$0	$0	$0
Wanda Hiltgen	Director	Director	$0	$0	$0
Jackie Stroik	Director	Director	$0	$0	$0
Dharmen Patel	Director	Director	$0	$0	$0
Ross Adamczak	Director	Director	$0	$0	$0
Paul Capelle	Treasurer	Director	$0	$0	$0
Tara Turner Roberts	Director	Director	$0	$0	$0
Henry Veleker	Director	Director	$0	$0	$0
Adam Ross	Chairman	Director	$0	$0	$0
Kent Falstad	Director	Director	$0	$0	$0
Tim Lencki	Secretary	Officer	$0	$0	$0
Bill Zimmermann	Vice-Chairman	Officer	$0	$0	$0
Jeff Anderson	President	Officer	$0	$0	$0
Paul E Schrode	Director	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	$339,481	$244,964	$586,937	$94,517
2023	$354,824	$298,478	$475,685	$56,346
2022	$366,309	$230,925	$375,694	$135,384
2020	$206,714	$188,570	$186,251	$18,144
2019	$241,565	$218,790	$170,406	$22,775
2018	$251,624	$209,643	$149,460	$41,981

Waupaca Area Convention & Visitor Bureau