UNIVERSITY OF WISCONSIN PARKSIDE FOUNDATION INC (EIN 391522072) - 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

1985

Legal Domicile

Principal Officer

STEVE DONOVAN

Phone

2625952211

Tax Period

2023-01-01 to 2023-12-31

UNIVERSITY OF WISCONSIN PARKSIDE FOUNDATION INC, founded in 1985, is a community nonprofit in the Education sector that reported $3.2M in total revenue in fiscal year 2023. Revenue surged 43% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.4M, a strong 43% operating margin.

Mission

TO PROVIDE SCHOLARSHIPS/GRANTS/AWARDS TO SUPPORT UW-PARKSIDE.

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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 $3,108,154

Program Service Revenue $0

Investment Income $148,023

Other Revenue $-10,028

TOTAL REVENUE $3,246,149

Expense Breakdown

Grants Paid $1,545,773

Salaries & Benefits $0

Fundraising Expenses $72,911

Program Expenses $1,551,839

Other Expenses $290,306

TOTAL EXPENSES $1,836,079

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,246,149	$2,275,898	+0.4%
Expenses	$1,836,079	$1,589,975	+0.2%
Net Income	$1,410,070	$685,923	+1.1%

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

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
STEVE DONOVAN	PRESIDENT	1.00	Officer Director	$0	$0	$0
JAN OECHLER-KIRSCHBAUM	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
KATHRYN ANDREA	TREASURER	1.00	Officer Director	$0	$0	$0
OMAIR AHMED	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL BOND	DIRECTOR	1.00	Director	$0	$0	$0
CRYSTAL CALLAHAN	DIRECTOR	1.00	Director	$0	$0	$0
DOMINIC CARIELLO	DIRECTOR	1.00	Director	$0	$0	$0
JOE CRONIN	DIRECTOR	1.00	Director	$0	$0	$0
JIM EASTMAN	DIRECTOR	1.00	Director	$0	$0	$0
MELVIN HARGROVE	DIRECTOR	1.00	Director	$0	$0	$0
RICK HARRIS	DIRECTOR	1.00	Director	$0	$0	$0
ELIZABETH HOFF	DIRECTOR	1.00	Director	$0	$0	$0
ART HOWELL	DIRECTOR	1.00	Director	$0	$0	$0
LEE JARAMILLO	DIRECTOR	1.00	Director	$0	$0	$0
LISA JUST	DIRECTOR	1.00	Director	$0	$0	$0
JAMES KRAMER	DIRECTOR	1.00	Director	$0	$0	$0
KARLA KREHBIEL	DIRECTOR	1.00	Director	$0	$0	$0
THOMAS KRIMMEL	DIRECTOR	1.00	Director	$0	$0	$0
RAE LIVINGSTON	DIRECTOR	1.00	Director	$0	$0	$0
TOM MAHONEY	DIRECTOR	1.00	Director	$0	$0	$0
KRISTA MCMANMON	DIRECTOR	1.00	Director	$0	$0	$0
JEFFREY MEDIN	DIRECTOR	1.00	Director	$0	$0	$0
SR MILLS	DIRECTOR	1.00	Director	$0	$0	$0
MARK NAIDICZ	DIRECTOR	1.00	Director	$0	$0	$0
JANET POBAR	DIRECTOR	1.00	Director	$0	$0	$0
BRENT PODLOGAR	DIRECTOR	1.00	Director	$0	$0	$0
WITNEY RIGHTLER	DIRECTOR	1.00	Director	$0	$0	$0
JESUS RUIZ	DIRECTOR	1.00	Director	$0	$0	$0
WES SABER	DIRECTOR	1.00	Director	$0	$0	$0
JAY SEPANSKI	DIRECTOR	1.00	Director	$0	$0	$0
DAVID STRASH	DIRECTOR	1.00	Director	$0	$0	$0
GREG TAHVONEN	DIRECTOR	1.00	Director	$0	$0	$0
SONYA VOLLMER	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	No data	No data	No data	No data
2023	$3,246,149	$1,836,079	$20,501,204	$1,410,070
2022	$2,275,898	$1,589,975	$16,640,312	$685,923
2021	$5,239,973	$1,870,141	$18,762,463	$3,369,832
2020	$2,073,787	$869,501	$14,557,075	$1,204,286
2019	$1,766,436	$764,894	$11,200,007	$1,001,542
2018	$2,373,458	$697,975	$9,557,803	$1,675,483

UNIVERSITY OF WISCONSIN PARKSIDE FOUNDATION INC