UWM AT WAUKESHA FOUNDATION INC

EIN: 391588785 501(c)(3)

Waukesha, WI

Total Revenue
$61,082
Total Expenses
$62,306
Total Assets
$1,924,627
Net Assets
$1,881,713
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1986
Legal Domicile
WI
Principal Officer
CALVIN LESZCZYNSKI
Phone
2624463328
Tax Period
2022-07-01 to 2023-06-30

UWM AT WAUKESHA FOUNDATION INC, founded in 1986, is a micro nonprofit that reported $61K in total revenue in fiscal year 2022. Revenue fell 31% from the prior year — a significant decline worth monitoring. Net assets of $1.9M represent 370 months of operating reserves.

Mission

TO PARTNER STRATEGICALLY WITH THE UNIVERSITY OF WISCONSIN-WAUKESHA IN ORDER TO PROMOTE ITS PROGRAMS, SUPPORT ITS STUDENTS AND CAMPUS

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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 (2022)

Revenue Breakdown

Contributions & Grants $27,834
Program Service Revenue $28,109
Investment Income $43
Other Revenue $5,096
TOTAL REVENUE $61,082

Expense Breakdown

Grants Paid $0
Salaries & Benefits $47,423
Fundraising Expenses $4,462
Program Expenses $54,068
Other Expenses $14,883
TOTAL EXPENSES $62,306

Year-over-Year Comparison

2022 2021 Change
Revenue $61,082 $88,078 -0.3%
Expenses $62,306 $76,891 -0.2%
Net Income $-1,224 $11,187 -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

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Governance

Voting Members
16
Independent Members
16
Employees
2
Volunteers
30

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
5
$0
Total Directors
16
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
CALVIN LESZCZYNSKI PRESIDENT 010.00
Officer Director
$0 $0 $0
DAN FLOOD VICE PRESIDENT 008.00
Officer Director
$0 $0 $0
KEVIN ULRICH TREASURER 002.00
Officer Director
$0 $0 $0
ABBY STEIN SECRETARY 002.00
Officer Director
$0 $0 $0
STEPHANIE PALLISTER PAST PRESIDENT 001.00
Officer Director
$0 $0 $0
BRIAN COOLEY BOARD MEMBER 001.00
Director
$0 $0 $0
BRIAN EARLE BOARD MEMBER 001.00
Director
$0 $0 $0
BRIAN MCEVOY BOARD MEMBER 001.00
Director
$0 $0 $0
MEGAN ANDERSON BOARD MEMBER 001.00
Director
$0 $0 $0
JEREMY FERCH BOARD MEMBER 001.00
Director
$0 $0 $0
CIARA HUNTEMANN BOARD MEMBER 001.00
Director
$0 $0 $0
JONATHAN KASPAREK BOARD MEMBER 001.00
Director
$0 $0 $0
AMY KOWALCHUK BOARD MEMBER 001.00
Director
$0 $0 $0
KAREN LORITZ BOARD MEMBER 001.00
Director
$0 $0 $0
SIMON BRONNER BOARD MEMBER 001.00
Director
$0 $0 $0
JONATHAN KASPAREK BOARD MEMBER 001.00
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 $61,082 $62,306 $1,924,627 $-1,224
2022 $88,078 $76,891 $1,839,627 $11,187
2021 $121,767 $70,232 $1,918,279 $51,535
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