UNIVERSITY OF WISCONSIN MARINETTE FOUNDATION (EIN 237421386) - 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

1943

Legal Domicile

Principal Officer

BARRY BERQUIST

Phone

7155043329

Tax Period

2019-07-01 to 2020-06-30

UNIVERSITY OF WISCONSIN MARINETTE FOUNDATION, founded in 1943, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $42K in total revenue in fiscal year 2019. Revenue fell 67% from the prior year — a significant decline worth monitoring. Expenses of $66K exceeded revenue, resulting in a 57% operating deficit.

Mission

SCHOLARSHIPS/PROFESSIONAL DEVELOPMENT

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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 (2019)

Revenue Breakdown

Contributions & Grants $26,255

Program Service Revenue $0

Investment Income $9,496

Other Revenue $6,162

TOTAL REVENUE $41,913

Expense Breakdown

Grants Paid $34,600

Salaries & Benefits $10,702

Fundraising Expenses $0

Program Expenses $34,600

Other Expenses $20,302

TOTAL EXPENSES $65,604

Year-over-Year Comparison

	2019	2018	Change
Revenue	$41,913	$127,506	-0.7%
Expenses	$65,604	$115,405	-0.4%
Net Income	$-23,691	$12,101	-3.0%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BARRY BERQUIST	PRESIDENT	N/A	Officer	$0	$0	$0
JIM MARTELL	TREASURER	N/A	Officer	$0	$0	$0
WENDY DZURICK	SECRETARY	N/A	Officer	$0	$0	$0
KIM BROOKS	BOARD MEMBER	N/A	Director	$0	$0	$0
MICHELL HAMPTON	BOARD MEMBER	N/A	Director	$0	$0	$0
SUE KEER	BOARD MEMBER	N/A	Director	$0	$0	$0
DALE SAMPLES	BOARD MEMBER	N/A	Director	$0	$0	$0
JERI KEEPERS	BOARD MEMBER	N/A	Director	$0	$0	$0
TOM KUBER	BOARD MEMBER	N/A	Director	$0	$0	$0
RUDOLF STANGLMAIER	BOARD MEMBER	N/A	Director	$0	$0	$0
MARK ANDERSON	EX-OFFICIO	N/A	Director	$0	$0	$0
DANIEL KALLGREN	EX-OFFICIO	N/A	Director	$0	$0	$0
CINDY BAILEY	EX-OFFICIO	N/A	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
2020	$41,913	$65,604	$1,119,235	$-23,691
2019	$127,506	$115,405	$1,142,648	$12,101

UNIVERSITY OF WISCONSIN MARINETTE FOUNDATION