UW-PLATTEVILLE REAL ESTATE FOUNDATION INC (EIN 352396254) - 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

2011

Legal Domicile

Principal Officer

JOE BUNKER

Phone

6083301342

Tax Period

2024-07-01 to 2025-06-30

UW-PLATTEVILLE REAL ESTATE FOUNDATION INC, founded in 2011, is a community nonprofit in the Education sector that reported $6.3M in total revenue in fiscal year 2024. Expenses of $5.5M left a modest 14% surplus.

Mission

TO ACCEPT, ACQUIRE, LEASE, HOLD, DEVELOP, OPERATE, MANAGE, SELL, TRANSFER AND OTHERWISE DEAL IN REAL ESTATE FOR FURTHERANCE OF THE PURPOSES OF THE UW-PLATTEVILLE FOUNDATION, INC.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $5,970,620

Investment Income $268,820

Other Revenue $76,648

TOTAL REVENUE $6,316,088

Expense Breakdown

Grants Paid $500,000

Salaries & Benefits $571,713

Fundraising Expenses $0

Program Expenses $5,372,141

Other Expenses $4,389,040

TOTAL EXPENSES $5,460,753

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,316,088	$6,340,409	0.0%
Expenses	$5,460,753	$5,183,124	+0.1%
Net Income	$855,335	$1,157,285	-0.3%

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

$25,424

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN BOLDT	PRESIDENT	1.00	Officer Director	$0	$0	$0
JOE BUNKER	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
ROBERT VOSBERG	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
DAVID BROIHAHN	DIRECTOR	1.00	Director	$0	$0	$0
JEFFERY MATTHIAS	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM KLOSTER	EXECUTIVE DIRECTOR (THROUGH 04/25)	20.00	Officer	$22,302	$3,122	$25,424
GERI ZAUCHE	EXECUTIVE DIRECTOR (BEG 04/25)	20.00	Officer	$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
2025	$6,316,088	$5,460,753	$43,824,191	$855,335
2024	$6,340,409	$5,183,124	$43,446,705	$1,157,285
2023	$6,300,415	$4,835,938	$42,879,928	$1,464,477
2022	$5,901,983	$5,113,002	$45,856,338	$788,981
2021	$5,356,191	$4,968,941	$47,032,343	$387,250
2020	$5,210,573	$4,960,672	$48,520,824	$249,901
2019	$5,976,128	$5,426,904	$49,553,817	$549,224
2018	$5,853,324	$5,445,836	$49,807,339	$407,488

UW-PLATTEVILLE REAL ESTATE FOUNDATION INC