UNIVERSITY OF WISCONSIN LA CROSSE - ALUMNI ASSOCIATION (EIN 391250942) - 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

1969

Legal Domicile

Principal Officer

JANIE MORGAN

Phone

6087858495

Tax Period

2023-01-01 to 2023-06-30

UNIVERSITY OF WISCONSIN LA CROSSE - ALUMNI ASSOCIATION, founded in 1969, is a micro nonprofit that reported $25K in total revenue in fiscal year 2023. Revenue fell 83% from the prior year — a significant decline worth monitoring. Expenses of $48K exceeded revenue, resulting in a 94% operating deficit.

Mission

THE MISSION OF THE UNIVERSITY OF WISCONSIN - LA CROSSE ALUMNI ASSOCIATION IS TO SUPPORT THE UNIVERSITY OF WISCONSIN- LA CROSSE BY BUILDING AND MAINTAINING RELATIONSHIPS AMONG STUDENTS, ALUMNI, FRIENDS AND 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 $7,738

Program Service Revenue $5,279

Investment Income $10,650

Other Revenue $923

TOTAL REVENUE $24,590

Expense Breakdown

Grants Paid $1,500

Salaries & Benefits $0

Fundraising Expenses $3,989

Program Expenses $42,091

Other Expenses $46,167

TOTAL EXPENSES $47,667

Year-over-Year Comparison

	2023	2022	Change
Revenue	$24,590	$144,642	-0.8%
Expenses	$47,667	$119,701	-0.6%
Net Income	$-23,077	$24,941	-1.9%

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
JANIE MORGAN	EXECUTIVE DIRECTOR	40.00	Officer	$0	$0	$0
LYNDA KOHLER	CHAIR	1.00	Officer Director	$0	$0	$0
JOHN STANGLER	VICE CHAIR	1.00	Officer Director	$0	$0	$0
TIM BEHLING	PAST CHAIR	1.00	Officer Director	$0	$0	$0
SANDY JENSEN	TREASURER	1.00	Officer Director	$0	$0	$0
LORI KOBLITZ	TREASURER	1.00	Officer Director	$0	$0	$0
GRANT BREKKE	DIRECTOR	1.00	Director	$0	$0	$0
RYAN JOHN CRAIN	DIRECTOR	1.00	Director	$0	$0	$0
ANGIE KELLOGG	DIRECTOR	1.00	Director	$0	$0	$0
DREW KLUGE	DIRECTOR	1.00	Director	$0	$0	$0
JAMIE MCCLENDON	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
KYLE O'BRIEN	DIRECTOR	1.00	Director	$0	$0	$0
LEANNE POELLINGER	DIRECTOR	1.00	Director	$0	$0	$0
CAROLYN SCOTT	DIRECTOR (THRU APRIL 2023)	1.00	Director	$0	$0	$0
DARRIN UTYNEK	DIRECTOR	1.00	Director	$0	$0	$0
TERI WILCZEK	DIRECTOR	1.00	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
2023	$24,590	$47,667	No data	$-23,077
2022	$144,642	$119,701	$814,761	$24,941
2021	$129,653	$158,512	$916,354	$-28,859
2021	$112,288	$87,178	$932,302	$25,110
2020	$263,000	$187,795	$775,968	$75,205
2019	$201,686	$175,202	$766,906	$26,484

UNIVERSITY OF WISCONSIN LA CROSSE - ALUMNI ASSOCIATION