UWM AT WAUKESHA FOUNDATION INC

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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

1986

Legal Domicile

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 RAISE SCHOLARSHIP MONEY FOR STUDENTS AND RAISE THE AWARENESS OF THE CAMPUS AND ALL OF THE ACTIVITIES ON CAMPUS

Program Service Accomplishments

Program 1

Expenses: $54,068

THE SOUTHEAST WISCONSIN FESTIVAL OF BOOKS IS AN ANNUAL COMMUNITY CELEBRATION OF LITERACY AND THE ARTS, WHERE LOCAL AND NATIONAL AUTHORS AND READERS OF ALL AGES COME TOGETHER TO ENJOY PRESENTATIONS...

THE SOUTHEAST WISCONSIN FESTIVAL OF BOOKS IS AN ANNUAL COMMUNITY CELEBRATION OF LITERACY AND THE ARTS, WHERE LOCAL AND NATIONAL AUTHORS AND READERS OF ALL AGES COME TOGETHER TO ENJOY PRESENTATIONS, PERFORMANCES, CREATIVITY, AND CONVERSATION. THIS IS A FREE COMMUNITY WIDE EVENT WHICH IS ORGANIZED BY THE UW-WAUKESHA FOUNDATION IN COOPERATION WITH COMMUNITY GROUPS. OTHER SPECIAL FEATURES INCLUDE BOOK SIGNINGS AND READINGS A COOKBOOK STAGE AND DEMONSTRATIONS PANEL DISCUSSIONS.

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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 (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

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
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