Civic Intelligence

Delafield Promotional &

EIN 39-1934281 • 501(c)4 • Delafield, WI

Profile

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

PO Box 180421Delafield, WI 53018

www.cityofdelafield.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

68th percentile

0.02x

Higher debt load relative to assets than 68% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

69th percentile

0.02x

Higher debt load relative to revenue than 69% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2024

Net Margin

91st percentile

44%

Higher net margin than 91% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2024

Top Officer Pay

97th percentile

$56,436

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 15.1% of source-year revenue.

501(c)4 • <$500k nonprofits • Source year 2024

Asset Growth

63rd percentile

3.9%

Faster asset growth than 63% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

72nd percentile

14%

Faster revenue growth than 72% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$413,937

Up $15,662 (+3.9%) from 2023

Liabilities

Down

$7,029

Down $591 (-7.8%) from 2023

Net Assets

Up

$406,908

Up $16,253 (+4.2%) from 2023

Revenue

Up

$374,607

Up $45,550 (+14%) from 2023

Expenses

Down

$210,310

Down $6,017 (-2.8%) from 2023

Net Income

Up

$164,297

Up $51,567 (+46%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2010: $62,951Net Assets 2010: $62,9512010Assets 2011: $31,606Liabilities 2011: $98Net Assets 2011: $31,5082011Assets 2012: $25,789Liabilities 2012: $85Net Assets 2012: $25,7042012Assets 2013: $33,907Liabilities 2013: $11,857Net Assets 2013: $22,0502013Assets 2014: $22,258Liabilities 2014: $4,137Net Assets 2014: $18,1212014Assets 2015: $34,677Liabilities 2015: $744Net Assets 2015: $33,9332015Assets 2016: $63,373Liabilities 2016: $4,828Net Assets 2016: $58,5452016Assets 2017: $120,873Liabilities 2017: $505Net Assets 2017: $120,3682017Assets 2018: $174,745Liabilities 2018: $9,786Net Assets 2018: $164,9592018Assets 2019: $186,682Liabilities 2019: $394Net Assets 2019: $186,2882019Assets 2020: $158,985Liabilities 2020: $3,750Net Assets 2020: $155,2352020Assets 2021: $395,207Liabilities 2021: $299Net Assets 2021: $394,9082021Assets 2022: $439,063Liabilities 2022: $20,612Net Assets 2022: $418,4512022Assets 2023: $398,275Liabilities 2023: $7,620Net Assets 2023: $390,6552023Assets 2024: $413,937Liabilities 2024: $7,029Net Assets 2024: $406,9082024

Highlighted filing

2024

Assets$413,937
Liabilities$7,029
Net Assets$406,908

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$200K$0-$200KRevenue 2010: $81,005Expenses 2010: $128,702Net Income 2010: -$47,6972010Revenue 2011: $79,579Expenses 2011: $111,022Net Income 2011: -$31,4432011Revenue 2012: $85,062Expenses 2012: $90,866Net Income 2012: -$5,8042012Revenue 2013: $91,070Expenses 2013: $94,724Net Income 2013: -$3,6542013Revenue 2014: $95,505Expenses 2014: $99,434Net Income 2014: -$3,9292014Revenue 2015: $101,866Expenses 2015: $86,054Net Income 2015: $15,8122015Revenue 2016: $114,112Expenses 2016: $89,500Net Income 2016: $24,6122016Revenue 2017: $211,428Expenses 2017: $124,053Net Income 2017: $87,3752017Revenue 2018: $240,821Expenses 2018: $133,056Net Income 2018: $107,7652018Revenue 2019: $242,308Expenses 2019: $130,979Net Income 2019: $111,3292019Revenue 2020: $132,933Expenses 2020: $110,887Net Income 2020: $22,0462020Revenue 2021: $348,972Expenses 2021: $109,299Net Income 2021: $239,6732021Revenue 2022: $372,841Expenses 2022: $163,746Net Income 2022: $209,0952022Revenue 2023: $329,057Expenses 2023: $216,327Net Income 2023: $112,7302023Revenue 2024: $374,607Expenses 2024: $210,310Net Income 2024: $164,2972024

Highlighted filing

2024

Revenue$374,607
Expenses$210,310
Net Income$164,297

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.14$0.07$4.07$3.75$2.10$1.64
2023Detailed filing. Detailed filing data is available for this year.$3.98$0.08$3.91$3.29$2.16$1.13
2022Detailed filing. Detailed filing data is available for this year.$4.39$0.21$4.18$3.73$1.64$2.09
2021Detailed filing. Detailed filing data is available for this year.$3.95$0.00$3.95$3.49$1.09$2.40
2020Detailed filing. Detailed filing data is available for this year.$1.59$0.04$1.55$1.33$1.11$0.22
2019Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.86$2.42$1.31$1.11
2018Detailed filing. Detailed filing data is available for this year.$1.75$0.10$1.65$2.41$1.33$1.08
2017Detailed filing. Detailed filing data is available for this year.$1.21$0.01$1.20$2.11$1.24$0.87
2016Detailed filing. Detailed filing data is available for this year.$0.63$0.05$0.59$1.14$0.90$0.25
2015Detailed filing. Detailed filing data is available for this year.$0.35$0.01$0.34$1.02$0.86$0.16
2014Detailed filing. Detailed filing data is available for this year.$0.22$0.04$0.18$0.96$0.99$0.04
2013Detailed filing. Detailed filing data is available for this year.$0.34$0.12$0.22$0.91$0.95$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.26$0.00$0.26$0.85$0.91$0.06
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.32$0.00$0.32$0.80$1.11$0.31
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.63$0.63$0.81$1.29$0.48
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 21, 2025
Return Version
2024v5.2
Gross Receipts
$374,607
Mission and Program Overview

Mission

SEE BELOW

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$357,005$232,667▼ $124,338
Savings and Temporary Cash Investments$41,270$181,270▲ $140,000
Total Assets$398,275$413,937▲ $15,662
Liabilities
Accounts Payable and Accrued Expenses$7,620$7,029▼ $591
Total Liabilities$7,620$7,029▼ $591
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$390,655$406,908▲ $16,253
Total Net Assets Fund Balance$390,655$406,908▲ $16,253
Total Liabilities and Net Assets / Fund Balance$398,275$413,937▲ $15,662
Compensation and Service Providers

Employees

NameTitleFull / Part TimeOtherTotal
Debra SmithExecutive DirectorPT$56,436$56,436
Amy BuchmanTreasurer-$51,180$51,180

Board Members and Trustees

NameTitle
Jackie ValdeAlderman - City Appointed
Susan BuchananAlternate
Erin McdonaldMember
Fred MarreroMember
Jessica WoodwardMember
Jim BehrendMember
Larry FehrmMember
Paul MurphyMember
Revenue and Support

Revenue Composition

Contributions and Grants
$363,757
Program Service Revenue
$0
Investment Income
$10,850
Other Revenue
$0
Change in Net Assets
$164,297
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$147,216
Salaries, Compensation, and Employee Benefits$63,094
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Advertising$118,941--$118,941
Current Officers, Directors, Trustees, and Key Employees$41,413$17,748-$59,161
Payroll Taxes$2,753$1,180-$3,933
Fees for Services Accounting-$2,600-$2,600
Occupancy$1,277$547-$1,824
Information Technology$1,063$456-$1,519
Office Expenses$474$203-$677
Other Expenses$363$156-$519
Fees for Services Legal-$360-$360
All Other Expenses-$352-$352
Total Functional Expenses$186,177$24,133$0$210,310
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

City treasurer reviews the form. She emails the filed form to the director, who distributes it to the members.

Form 990, Part VI, Section B, Line 15A

Salaries are approved by the board when they approve the annual city budget.

Form 990, Part VI, Section C, Line 19

AVAILABLE UPON REQUEST

Filing and Contact Details

Filer

Filer Name
Delafield Promotional &
EIN
39-1934281
Phone
2626468100
Address
PO BOX 180421, DELAFIELD, WI 53018
Doing Business As
Delafield Promotion & Tourism Commission

Signing Officer

Name
Jori Hartwig
Title
Executive Director
Phone
2626468100
Signed
2025-07-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jori Hartwig
Formed
2000
Legal Domicile
Wi
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
12

Preparer

Firm
Johnson Block & Co Inc
Address
9701 BRADER WAY SUITE 202, MIDDLETON, WI 53562
Preparer
Hui Meng
Phone
6082742002
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Transfer to city of delafield for portion of trail development debt -136,568. Contribution to city -10,000.

Raw XML Appendix392 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/SavingsAndTempCashInvstGrp/EOYAmt0181270
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CITY TREASURER REVIEWS THE FORM. SHE EMAILS THE FILED FORM TO THE DIRECTOR, WHO DISTRIBUTES IT TO THE MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SALARIES ARE APPROVED BY THE BOARD WHEN THEY APPROVE THE ANNUAL CITY BUDGET.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TRANSFER TO CITY OF DELAFIELD FOR PORTION OF TRAIL DEVELOPMENT DEBT -136,568. CONTRIBUTION TO CITY -10,000.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0CITY OF DELAFIELD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1DELAFIELD CHAMBER OF COMMERCE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(6)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0GOVERNMENT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1A BUSINESS ORGANIZATION DEDICATED TO THE PROMOTION/SUPPORT OF ITS COMMUNITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0500 GENESEE ST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1PO BOX 180171
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0DELAFIELD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1DELAFIELD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd053018
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd153018
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt045318
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt1146568
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH TRANSFERS
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1CASH TRANSFERS
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0CITY OF DELAFIELD
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1CITY OF DELAFIELD
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0O
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1R
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd01
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0398275
IRS990/TotalAssetsEOYAmt0413937
IRS990/TotalAssetsGrp/BOYAmt0398275
IRS990/TotalAssetsGrp/EOYAmt0413937
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0363757
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt024133
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0186177
IRS990/TotalFunctionalExpensesGrp/TotalAmt0210310
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt07620
IRS990/TotalLiabilitiesEOYAmt07029
IRS990/TotalLiabilitiesGrp/BOYAmt07620
IRS990/TotalLiabilitiesGrp/EOYAmt07029
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0390655
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0406908
IRS990/TotalOtherCompensationAmt011118
IRS990/TotalProgramServiceExpensesAmt0186177
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt010850
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0374607
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt012
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0398275
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0413937
IRS990/TotReportableCompRltdOrgAmt096498
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0500 GENESEE ST
IRS990/USAddress/CityNm0DELAFIELD
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd053018
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0WWW.CITYOFDELAFIELDWI.GOV
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JORI HARTWIG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02626468100
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DELAFIELD PROMOTIONAL &
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TOURISM COUNCIL
ReturnHeader/Filer/BusinessNameControlTxt0DELA
ReturnHeader/Filer/EIN0391934281
ReturnHeader/Filer/PhoneNum02626468100
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 180421
ReturnHeader/Filer/USAddress/CityNm0DELAFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053018
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391628949
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JOHNSON BLOCK & CO INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09701 BRADER WAY SUITE 202
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MIDDLETON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053562
ReturnHeader/PreparerPersonGrp/PhoneNum06082742002
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HUI MENG
ReturnHeader/ReturnTs02025-07-23T14:16:50-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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