UNIVERSITY OF WI - SHEBOYGAN COUNTY FOUNDATION INC (EIN 391307126) - 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 BALGE

Phone

9204584351

Tax Period

2017-09-01 to 2018-08-31

UNIVERSITY OF WI - SHEBOYGAN COUNTY FOUNDATION INC, founded in 1977, is a small nonprofit that reported $201K in total revenue in fiscal year 2017. Revenue decreased 9% compared to the prior year. Net assets of $975K represent 58 months of operating reserves.

Mission

THE PRIMARY EXEMPT PURPOSE IS TO PROVIDE FUNDS FOR SCHOLARSHIPS, GRANTS, FACULTY DEVELOPMENT, CAMPUS FACILITIES AND CAMPUS VISIBILITY.

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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 $155,518

Program Service Revenue $0

Investment Income $21,273

Other Revenue $23,799

TOTAL REVENUE $200,590

Expense Breakdown

Grants Paid $88,934

Salaries & Benefits $89,286

Fundraising Expenses $7,352

Program Expenses $93,429

Other Expenses $20,109

TOTAL EXPENSES $198,329

Year-over-Year Comparison

	2017	2016	Change
Revenue	$200,590	$220,674	-0.1%
Expenses	$198,329	$218,641	-0.1%
Net Income	$2,261	$2,033	+0.1%

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

N/A

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
GERALD VAN DE KREEKE	TREASURER/TRUSTEE	2.00	Officer Director	$0	$0	$0
BEN SALZMANN	TRUSTEE	1.00	Director	$0	$0	$0
CHARLES CONRARDY	TRUSTEE	1.00	Director	$0	$0	$0
DAVID GASS	TRUSTEE	1.00	Director	$0	$0	$0
STEVEN HARRISON	TRUSTEE	1.00	Director	$0	$0	$0
ELIZABETH BRADEN	PRESIDENT/TRUSTEE	5.00	Officer Director	$0	$0	$0
THOMAS RIES	PAST-PRESIDENT/TRUSTEE	2.00	Officer Director	$0	$0	$0
RICHARD BALGE	VICE PRESIDENT/TRUSTEE	1.00	Officer Director	$0	$0	$0
JAMES KUHLOW	TRUSTEE	1.00	Director	$0	$0	$0
RICHARD JAROSCH	TRUSTEE	1.00	Director	$0	$0	$0
DON HAMMOND	TRUSTEE	1.00	Director	$0	$0	$0
KATHIE NORMAN	TRUSTEE	1.00	Director	$0	$0	$0
MELISSA BAUDHUIN	TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL SUPRICK	TRUSTEE	1.00	Director	$0	$0	$0
SUE PETERSON	TRUSTEE	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
2018	$200,590	$198,329	$975,295	$2,261

UNIVERSITY OF WI - SHEBOYGAN COUNTY FOUNDATION INC