UNIVERSITY OF WISCONSIN - LA CROSSE ALUMNI & FRIENDS FOUNDATION INC (EIN 391145116) - 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

1967

Legal Domicile

Principal Officer

ALLISON ZIEGELMAN

Phone

6087856803

Tax Period

2023-07-01 to 2024-06-30

UNIVERSITY OF WISCONSIN - LA CROSSE ALUMNI & FRIENDS FOUNDATION INC, founded in 1967, is a community nonprofit that reported $6.4M in total revenue in fiscal year 2023. Revenue surged 189% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.0M, a strong 32% operating margin.

Mission

THE MISSION OF THE UNIVERSITY OF WISCONSIN - LA CROSSE ALUMNI & FRIENDS FOUNDATION, INC., AN INDEPENDENT NON-PROFIT WISCONSIN CORPORATION THAT IS QUALIFIED AS A TAX-EXEMPT PUBLIC CHARITY UNDER 501(C)(3) OF THE INTERNAL REVENUE CODE, IS TO PROMOTE THE WELFARE OF THE UNIVERSITY OF WISCONSIN-LA CROSSE THROUGH CHARITABLE AND EDUCATIONAL ACTIVITIES THAT INCLUDE ENCOURAGING, SOLICITING, RECEIVING, MANAGING AND ADMINISTERING GIFTS FROM ALUMNI, FRIENDS, BUSINESS AND OTHER ORGANIZATIONS TO SUPPORT SCHOLARSHIPS, AWARDS, GRANTS, PROJECTS AND PROGRAMS THAT ADVANCE THE MISSION OF 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 (2023)

Revenue Breakdown

Contributions & Grants $3,981,559

Program Service Revenue $734,679

Investment Income $1,513,059

Other Revenue $184,642

TOTAL REVENUE $6,413,939

Expense Breakdown

Grants Paid $3,129,134

Salaries & Benefits $0

Fundraising Expenses $317,362

Program Expenses $3,526,632

Other Expenses $1,240,241

TOTAL EXPENSES $4,369,375

Year-over-Year Comparison

	2023	2022	Change
Revenue	$6,413,939	$2,222,382	+1.9%
Expenses	$4,369,375	$2,301,997	+0.9%
Net Income	$2,044,564	$-79,615	-26.7%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TODD TAYLOR	CHAIR	1.00	Officer Director	$0	$0	$0
LYNDA KOHLER	VICE CHAIR	1.00	Officer Director	$0	$0	$0
JENNY KUDERER RADCLIFFE	PAST CHAIR	1.00	Officer Director	$0	$0	$0
TIM BEHLING	PAST CHAIR	1.00	Officer Director	$0	$0	$0
BILL COLCLOUGH	TREASURER	1.00	Officer Director	$0	$0	$0
TERI WILCZEK	SECRETARY	1.00	Officer Director	$0	$0	$0
JAMIE MCCLENDON	AA BOARD CHAIR	1.00	Director	$0	$0	$0
SANDRA CLEARY	DIRECTOR	1.00	Director	$0	$0	$0
RYAN CRAIN	DIRECTOR	1.00	Director	$0	$0	$0
LAURIE DIEKHOFF	DIRECTOR	1.00	Director	$0	$0	$0
DAVID HOLLNAGEL	DIRECTOR	1.00	Director	$0	$0	$0
SCOTT HORNE	DIRECTOR	1.00	Director	$0	$0	$0
LINDSAY JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
LINDA KASTANTIN	DIRECTOR	1.00	Director	$0	$0	$0
AUTUMN KLETZIEN	DIRECTOR	1.00	Director	$0	$0	$0
DREW KLUGE	DIRECTOR	1.00	Director	$0	$0	$0
CECILIA MANRIQUE	DIRECTOR	1.00	Director	$0	$0	$0
MIKE MCGINLEY	DIRECTOR	1.00	Director	$0	$0	$0
JAKE MECKSTROTH	DIRECTOR	1.00	Director	$0	$0	$0
DEB MIRASOLA	DIRECTOR	1.00	Director	$0	$0	$0
NEVA MOGA	DIRECTOR	1.00	Director	$0	$0	$0
DONNEY MORONEY	DIRECTOR	1.00	Director	$0	$0	$0
KYLE O'BRIEN	DIRECTOR	1.00	Director	$0	$0	$0
BRUCE RILEY	DIRECTOR	1.00	Director	$0	$0	$0
KELLY RUSCH	DIRECTOR	1.00	Director	$0	$0	$0
DAVID RUSHLOW	DIRECTOR	1.00	Director	$0	$0	$0
JOHN STANGLER	DIRECTOR	1.00	Director	$0	$0	$0
DARRIN UTYNEK	DIRECTOR	1.00	Director	$0	$0	$0
JOE ZOELLNER	DIRECTOR	1.00	Director	$0	$0	$0
GREG REICHERT	(NV) EX OFFICIO, PRESIDENT	1.00	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	No data	No data	No data	No data
2024	$6,413,939	$4,369,375	$48,516,719	$2,044,564
2023	$2,222,382	$2,301,997	$43,503,299	$-79,615
2022	$8,347,673	$3,812,675	$41,439,403	$4,534,998
2021	$8,403,055	$3,411,496	$45,963,386	$4,991,559
2020	$3,947,477	$3,836,422	$39,633,967	$111,055
2019	$4,616,119	$3,498,514	$35,653,576	$1,117,605
2018	$6,049,134	$3,334,645	$28,781,312	$2,714,489

UNIVERSITY OF WISCONSIN - LA CROSSE ALUMNI & FRIENDS FOUNDATION INC