Circle Wisconsin Corporation
Nonprofit profile at a glance
- EIN
- 391570309
- IRS 990 coverage
- 2011–2024
- Forms available
- Form 990 2024
- Location
- Milwaukee, WI, USA
- Phone
- 4146991911
- Rating
- 79
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Chambers of Commerce & Business Leagues
Reported finances
- Revenue
- $316,804
- Expenses
- $328,347
- Assets
- $336,627
- Liabilities
- $226,428
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
10 people listed
Executive titles in this filing
- CORY MACE (PRESIDENT)
- WENDY DOBRZYNSKI (EXECUTIVE DIRECTOR)
People named in this filing
- JOAN PINCH (MEMBER)
- MARY ROSS (MEMBER)
- JOE METZEN (MEMBER)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Circle Wisconsin promotes Wisconsin as a destination for travel and tourist to the group travel industry through membership programs and by hosting conventions during the year
Operating model
- Revenue model
- Earned-program. 63% of the money available for current operations came from fees and other program revenue.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Some filing-based governance responses are negative or unanswered and expenses are high relative to revenue.
Rating breakdown
- Financial Efficiency: 79
- Transparency & Controls: 90
- Accountability: 70
- Sustainability: 36
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 90.2%; rating input score 90
- Program expense ratio: 87%; rating input score 87
- Fundraising efficiency: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 64th percentile among comparable filings
- Pay-setting controls: Limited
- Foreign activity oversight: Limited
- Grant itemization coverage: Limited
- Major donor itemization: Limited
- Related-party transparency: Limited
Accountability
- Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
- Governance controls: 2 of 7 controls in place; rating input score 29
- Conflict-of-interest policy: Fail
- Whistleblower policy: Fail
- Document-retention policy: Fail
- CEO compensation review process: NotApplicable
- Other executive compensation review process: NotApplicable
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Missing
- Independent financial-statement audit: Fail
Sustainability
- Operating margin: -3.6%; rating input score 31; 31st percentile among comparable filings
- Total-asset coverage ratio: 1.03; rating input score 41; 41st percentile among comparable filings
- Liabilities to assets ratio: 0.67; rating input score 8; 8th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 69; 69th percentile among comparable filings
Growth
- Program expense growth: 4.6% per year; rating input score 100; 52nd percentile among comparable filings
- Revenue growth: 1.2% per year; rating input score 100; 30th percentile among comparable filings
- Asset growth: 15.3% per year; rating input score 100; 78th percentile among comparable filings
Details
- Where the money goes: 90.2% of revenue deployed · 87% of spending went to programs
- Governance: 10 of 10 board members independent · 2 of 7 filing controls reported
- Programs: 1 filed program accomplishment · $286K in reported program spending
- Leadership: top reported pay $0 · 10 people listed
- Consistency: 22 of 22 current checks pass
- Schedules: 2 filed schedules
- Filing history: 8 filing years from 2011 to 2024
- Contacts: How to reach this organization
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Accountability: Governance controls: 4 of 6 not reported.
- Moderate — Sustainability: Operating margin scored 31/100.
- Moderate — Sustainability: Total-asset coverage ratio scored 41/100.
- High — Sustainability: Liabilities to assets ratio scored 8/100.