THE UNIVERSITY OF WISCONSIN-FOX VALLEY FOUNDATION INC (EIN 391277701) - 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

1977

Legal Domicile

Principal Officer

RICHARD GOSSE

Phone

9208322849

Tax Period

2017-07-01 to 2018-06-30

THE UNIVERSITY OF WISCONSIN-FOX VALLEY FOUNDATION INC, founded in 1977, is a small nonprofit in the Education sector that reported $281K in total revenue in fiscal year 2017. Revenue fell 23% from the prior year — a significant decline worth monitoring. Expenses of $2.9M exceeded revenue, resulting in a 947% operating deficit.

Mission

PROVIDE SCHOLARSHIPS FOR STUDENTS AND FUNDS FOR UWFV NOT COVERED BY STATE FUNDING OR TUITION.

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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 (2017)

Revenue Breakdown

Contributions & Grants $117,300

Program Service Revenue $0

Investment Income $164,080

Other Revenue $0

TOTAL REVENUE $281,380

Expense Breakdown

Grants Paid $2,856,590

Salaries & Benefits $14,453

Fundraising Expenses $2,052

Program Expenses $2,856,590

Other Expenses $74,003

TOTAL EXPENSES $2,945,046

Year-over-Year Comparison

	2017	2016	Change
Revenue	$281,380	$363,583	-0.2%
Expenses	$2,945,046	$400,276	+6.4%
Net Income	$-2,663,666	$-36,693	+71.6%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KENNETH BESTER JR	STRAT. PLANNING CHAIR	1.00	Director	$0	$0	$0
WILLIAM GILLARD	PAST BOARD MEMBER	1.00	Director	$0	$0	$0
KEITH SUMMERS	BOARD MEMBER	1.00	Director	$0	$0	$0
BETH DAVIS	PRESIDENT	2.00	Officer Director	$0	$0	$0
GAIL ENKE	PAST PRESIDENT	2.00	Officer Director	$0	$0	$0
ARNOLD PRESSER	TREASURER	2.00	Officer Director	$0	$0	$0
LISA PIIKKILA	BOARD MEMBER	1.00	Director	$0	$0	$0
BRADLEY DEPASSE	PAST BOARD MEMBER	1.00	Director	$0	$0	$0
RICHARD GOSSE	BOARD MEMBER	1.00	Director	$0	$0	$0
ANDREW MICHELETTI	BOARD MEMBER	1.00	Director	$0	$0	$0
DAWN NOWAKOWSKI	BOARD MEMBER	1.00	Director	$0	$0	$0
HILARY ENGELHART	STEERING CHAIR	1.00	Director	$0	$0	$0
TIFFANY YANG	STUDENT REPRESENTATIVE	1.00	Director	$0	$0	$0
MARTIN RUDD	SECRETARY	2.00	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
2018	$281,380	$2,945,046	$139,304	$-2,663,666

THE UNIVERSITY OF WISCONSIN-FOX VALLEY FOUNDATION INC