UNIVERSITY FOUNDATION UW-STEVENS POINT AT MARSHFIELD (EIN 237086867) - 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

1964

Legal Domicile

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

THE UNIVERSITY CENTER FOUNDATION, INC. IS AN ORGANIZATION OF FACULTY ADMINISTRATORS AND COMMUNITY LEADERS, DEDICATED TO PROVIDING OPPORTUNITIES FOR PERSONAL DEVELOPMENT, EDUCATION AND RECREATION. ITS GOAL IS NOT ONLY THE ENRICHMENT OF CAMPUS LIFE AS A WHOLE, BUT ALSO TO SUPPORT THE ADVANCEMENT OF STUDENTS IN A FINANCIAL WAY.

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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 (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

Governance

Voting Members

Independent Members

Employees

Volunteers

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

$31,500

Total Directors

Key Employees

Highest Compensated

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

UNIVERSITY FOUNDATION UW-STEVENS POINT AT MARSHFIELD