UNIVERSITY OF WISCONSIN PLATTEVILLE ALUMNI ASSOCIATION

EIN: 391281988 501(c)(3)

PLATTEVILLE, WI

Total Revenue
$120,166
Total Expenses
$1,178,820
Total Assets
N/A
Net Assets
N/A
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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
1984
Legal Domicile
WI
Principal Officer
STACIA STEPHENSON
Phone
6083421181
Tax Period
2023-07-01 to 2024-06-30

UNIVERSITY OF WISCONSIN PLATTEVILLE ALUMNI ASSOCIATION, founded in 1984, is a small nonprofit that reported $120K in total revenue in fiscal year 2023. Revenue surged 216% from the prior year, signaling strong growth momentum. Expenses of $1.2M exceeded revenue, resulting in a 881% operating deficit.

Mission

PROVIDE A BOND BETWEEN THE UNIVERSITY AND ITS ALUMNI, SUPPORT THE MISSION OF THE UNIVERSITY, PROMOTE THE IMAGE OF THE UNIVERSITY, AND ASSIST WITH THE FORMATION/PROMOTION OF CONSTITUENT ALUMNI CHAPTERS AND ALUMNI CONNECTIONS.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,421
Program Service Revenue $0
Investment Income $137,470
Other Revenue $-18,725
TOTAL REVENUE $120,166

Expense Breakdown

Grants Paid $1,136,249
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $1,136,249
Other Expenses $42,571
TOTAL EXPENSES $1,178,820

Year-over-Year Comparison

2023 2022 Change
Revenue $120,166 $37,968 +2.2%
Expenses $1,178,820 $84,648 +12.9%
Net Income $-1,058,654 $-46,680 +21.7%
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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Governance

Voting Members
16
Independent Members
16
Employees
N/A
Volunteers
16

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
3
$0
Total Directors
16
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
AARON ATHAS PRESIDENT 1.00
Officer Director
$0 $0 $0
BETSY BITTER DIRECTOR 1.00
Director
$0 $0 $0
TERRY BUSCH TREASURER 1.00
Officer Director
$0 $0 $0
DANIEL DOMBROWSKI DIRECTOR 1.00
Director
$0 $0 $0
MICHAEL FIEDLER SECRETARY 1.00
Officer Director
$0 $0 $0
ASTRID MELMS DIRECTOR 1.00
Director
$0 $0 $0
JOSEPH ROY DISTANT LEARNING ALUMNI CH 1.00
Director
$0 $0 $0
DEREK RIECHERS DIRECTOR 1.00
Director
$0 $0 $0
THOMAS SHOAF DIRECTOR 1.00
Director
$0 $0 $0
ALEXA SIELING DIRECTOR 1.00
Director
$0 $0 $0
DALE TIKKANEN DIRECTOR 1.00
Director
$0 $0 $0
EVERETT WERTH DIRECTOR 1.00
Director
$0 $0 $0
GARRISON LEDBURY DIRECTOR 1.00
Director
$0 $0 $0
JENNIFER MCCOLLUM DIRECTOR 1.00
Director
$0 $0 $0
JOHN MORRISSEY DIRECTOR 1.00
Director
$0 $0 $0
KRISTY QUARBERG 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
2024 $120,166 $1,178,820 No data $-1,058,654
2023 $37,968 $84,648 $1,067,821 $-46,680
2022 $62,552 $88,321 $1,039,234 $-25,769
2021 $289,586 $46,395 $1,253,639 $243,191
2020 $70,744 $73,629 $1,010,448 $-2,885
2019 $100,202 $87,088 $1,013,333 $13,114
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