UWO-FOND DU LAC FOUNDATION INC (EIN 237349000) - 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

1974

Legal Domicile

Principal Officer

COREY BRUNO

Phone

4846342255

Tax Period

2023-07-01 to 2024-06-30

UWO-FOND DU LAC FOUNDATION INC, founded in 1974, is a small nonprofit that reported $110K in total revenue in fiscal year 2023. Revenue fell 42% from the prior year — a significant decline worth monitoring. Expenses of $832K exceeded revenue, resulting in a 658% operating deficit.

Mission

UWO-FOND DU LAC FOUNDATION, INC IS TO PROMOTE EXCELLENCE AT UWO-FOND DU LAC WHILE ENHANCING THE EDUCATIONAL AND CULTURAL ACTIVITIES AVAILABLE ON CAMPUS.

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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 $18,796

Program Service Revenue $0

Investment Income $88,726

Other Revenue $2,278

TOTAL REVENUE $109,800

Expense Breakdown

Grants Paid $768,587

Salaries & Benefits $33,648

Fundraising Expenses $0

Program Expenses $821,203

Other Expenses $29,560

TOTAL EXPENSES $831,795

Year-over-Year Comparison

	2023	2022	Change
Revenue	$109,800	$189,567	-0.4%
Expenses	$831,795	$132,312	+5.3%
Net Income	$-721,995	$57,255	-13.6%

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

$37,103

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALICIA MATTINGLY	EXECUTIVE DI	20.00	Officer	$21,870	$0	$21,870
BARB SENN	EXECUTIVE DI	20.00	Officer	$15,233	$0	$15,233
ALEX ACKERMANN	DIRECTOR	1.00	Director	$0	$0	$0
RENEE ANDERSON	DIRECTOR	1.00	Director	$0	$0	$0
JAMES BINTLEY	DIRECTOR	1.00	Director	$0	$0	$0
SCOTT BLOCK	DIRECTOR	1.00	Director	$0	$0	$0
COREY BRUNO	PRESIDENT	1.00	Officer Director	$0	$0	$0
BILL BUNZEL	DIRECTOR	1.00	Director	$0	$0	$0
CATHLEEN CHRISTENSEN	DIRECTOR	1.00	Director	$0	$0	$0
JERRY DONOHUE	DIRECTOR	1.00	Director	$0	$0	$0
LARRY GOEBEL	DIRECTOR	1.00	Director	$0	$0	$0
MASON GRAVELLE	DIRECTOR	1.00	Director	$0	$0	$0
PAISLEY HARRIS	DIRECTOR	1.00	Director	$0	$0	$0
LAURA INGRAM	SECRETARY	1.00	Officer Director	$0	$0	$0
SAM KAUFMAN	DIRECTOR	1.00	Director	$0	$0	$0
NATE LOGAN	DIRECTOR	1.00	Director	$0	$0	$0
PAUL LUECK	DIRECTOR	1.00	Director	$0	$0	$0
CATHI MCGOWAN	DIRECTOR	1.00	Director	$0	$0	$0
MELISSA MEIKLE	DIRECTOR	1.00	Director	$0	$0	$0
GLORIA MEYER	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
TRACY PATROUILLE	DIRECTOR	1.00	Director	$0	$0	$0
TIM VAN PELT	PRESIDENT	1.00	Officer Director	$0	$0	$0
MARTIN RUDD	DIRECTOR	1.00	Director	$0	$0	$0
TODD SCHREITER	DIRECTOR	1.00	Director	$0	$0	$0
LINDA SELK-YERGES	DIRECTOR	1.00	Director	$0	$0	$0
MATT SPAUDE	DIRECTOR	1.00	Director	$0	$0	$0
ADAM WUNDERLIN	TREASURER	1.00	Officer Director	$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	$109,800	$831,795	No data	$-721,995
2023	$189,567	$132,312	$815,671	$57,255
2022	$254,295	$134,209	$699,627	$120,086
2021	$169,912	$121,423	$775,094	$48,489
2019	$149,971	$129,378	$598,327	$20,593
2018	$169,549	$119,661	$583,793	$49,888

UWO-FOND DU LAC FOUNDATION INC