UW WAUSAU CAMPUS FOUNDATION INC (EIN 391138823) - 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

1959

Legal Domicile

Principal Officer

LADA XIONG-VANG

Phone

7152616280

Tax Period

2024-07-01 to 2025-06-30

UW WAUSAU CAMPUS FOUNDATION INC, founded in 1959, is a small nonprofit in the Education sector that reported $665K in total revenue in fiscal year 2024. Revenue surged 73% from the prior year, signaling strong growth momentum. The organization ran a surplus of $358K, a strong 54% operating margin.

Mission

TO PROMOTE THE WELFARE OF THE UNIVERSITY OF WISCONSIN STEVENS POINT AT WAUSAU AND PROVIDE FUNDS IN THE FORM OF STUDENT SCHOLARSHIPS, FACULTY GRANTS AND SUPPORT TO THE UNIVERSITY.

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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 $68,618

Program Service Revenue $0

Investment Income $596,543

Other Revenue $0

TOTAL REVENUE $665,161

Expense Breakdown

Grants Paid $181,655

Salaries & Benefits $81,227

Fundraising Expenses $8,256

Program Expenses $261,461

Other Expenses $43,789

TOTAL EXPENSES $306,671

Year-over-Year Comparison

	2024	2023	Change
Revenue	$665,161	$384,566	+0.7%
Expenses	$306,671	$276,235	+0.1%
Net Income	$358,490	$108,331	+2.3%

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

$75,455

Total Directors

$75,455

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRAD ZWECK	EXECUTIVE DI	40.00	Officer Director	$45,035	$30,420	$75,455
LADA XIONG-VANG	PRESIDENT	2.00	Officer Director	$0	$0	$0
PAUL HEROLD	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
KEITH KOSZAREK	TREASURER	2.00	Officer Director	$0	$0	$0
MIRANDA GENTRY-SIEGEL	SECRETARY	0.50	Officer Director	$0	$0	$0
RYAN GALLAGHER	PAST PRESIDE	1.00	Officer Director	$0	$0	$0
SCOTT ALBERS	DIRECTOR	1.00	Director	$0	$0	$0
PATRICK BRADLEY	DIRECTOR	0.50	Director	$0	$0	$0
LISA GRILL DODSON	DIRECTOR	0.50	Director	$0	$0	$0
LEE MISKOWSKI	DIRECTOR	0.50	Director	$0	$0	$0
BRAD PECK	DIRECTOR	0.50	Director	$0	$0	$0
AMY PLIER	DIRECTOR	1.00	Director	$0	$0	$0
BOB REINERTSON	DIRECTOR	1.00	Director	$0	$0	$0
HOOSHANG ZEYGHAMI	DIRECTOR	0.50	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
2025	$665,161	$306,671	$6,395,418	$358,490
2024	$384,566	$276,235	$6,059,096	$108,331
2023	$184,314	$358,150	$5,685,205	$-173,836
2022	$337,999	$371,162	$5,320,099	$-33,163
2021	$621,834	$344,339	$6,080,291	$277,495
2020	$389,394	$314,987	$4,877,705	$74,407
2018	$1,073,316	$261,922	$4,951,817	$811,394

UW WAUSAU CAMPUS FOUNDATION INC