UNIVERSITY FOUNDATION UW-STEVENS POINT AT MARSHFIELD

EIN: 237086867 501(c)(3) Education

STEVENS POINT, WI

Total Revenue
$-111,893
Total Expenses
$4,531,281
Total Assets
$294,481
Net Assets
$266,142
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1964
Legal Domicile
WI
Principal Officer
ROXANNE WETTERAU
Phone
7153896521
Tax Period
2023-07-01 to 2024-06-30

UNIVERSITY FOUNDATION UW-STEVENS POINT AT MARSHFIELD, founded in 1964, is a micro nonprofit in the Education sector that reported $112K in total revenue in fiscal year 2023. Revenue fell 103% from the prior year — a significant decline worth monitoring.

Mission

PROVIDES FINANCIAL SUPPORT FOR STUDENT, FACULTY AND STAFF, AND VARIOUS CAMPUS PROGRAMS AND ACTIVITIES.

Program Service Accomplishments

Program 1
Expenses: $4,378,452

SCHOLARSHIPS ARE AWARDED BASED ON THE CRITERIA AND PROCESSES SET BY THE CHARTER AGREEMENT FOR EACH NAMED ACCOUNT AT THE FOUNDATION.

Program 2
Expenses: $85,750

GRANTS OR ASSISTANCE ARE PROVIDED FOR FINANCIAL SUPPORT FOR STUDENT, FACULTY AND STAFF, AND VARIOUS CAMPUS PROGRAMS AND ACTIVITIES.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $62,298
Program Service Revenue $0
Investment Income $-179,524
Other Revenue $5,333
TOTAL REVENUE $-111,893

Expense Breakdown

Grants Paid $4,463,902
Salaries & Benefits $15,333
Fundraising Expenses $9,649
Program Expenses $4,464,202
Other Expenses $52,046
TOTAL EXPENSES $4,531,281

Year-over-Year Comparison

2023 2022 Change
Revenue $-111,893 $3,358,292 -1.0%
Expenses $4,531,281 $382,494 +10.8%
Net Income $-4,643,174 $2,975,798 -2.6%
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

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Governance

Voting Members
6
Independent Members
6
Employees
1
Volunteers
6

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
2
$31,500
Total Directors
6
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MATTHEW JANSEN PRESIDENT 0.50
Officer Director
$0 $0 $0
ANDY KEOGH DIRECTOR 0.50
Director
$0 $0 $0
DANIEL HUGHES DIRECTOR 0.50
Director
$0 $0 $0
DANIELLE KRAUS DIRECTOR 0.50
Director
$0 $0 $0
PATRICIA STUHR DIRECTOR 0.50
Director
$0 $0 $0
ANTHONY ANDREWS CAMPUS EXEC - EX-OFFICIO 0.50
Director
$0 $0 $0
ROXANNE WETTERAU EXECUTIVE DIRECTOR 40.00
Officer
$31,500 $0 $31,500
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 $-111,893 $4,531,281 $294,481 $-4,643,174
2023 $3,358,292 $382,494 $4,942,988 $2,975,798
2022 $271,876 $230,630 $1,853,140 $41,246
2021 $214,657 $205,967 $2,330,566 $8,690
2020 $175,074 $226,248 $1,954,855 $-51,174
2018 $264,322 $1,687,671 $2,053,156 $-1,423,349
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