LA CROSSE COMMUNITY FOUNDATION

EIN: 396037996 501(c)(3) Philanthropy & Grantmaking

LA CROSSE, WI

Total Revenue
$7,038,702
Total Expenses
$6,589,394
Total Assets
$80,894,492
Net Assets
$73,939,477
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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
1930
Legal Domicile
WI
Principal Officer
RICK KYTE
Phone
6087823223
Tax Period
2024-01-01 to 2024-12-31

LA CROSSE COMMUNITY FOUNDATION, founded in 1930, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $7.0M in total revenue in fiscal year 2024. Revenue fell 63% from the prior year — a significant decline worth monitoring. Expenses of $6.6M left a modest 6% surplus.

Mission

CONNECTING PEOPLE, PASSION, AND GIVING IN THE LA CROSSE AREA FOREVER.

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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 (2024)

Revenue Breakdown

Contributions & Grants $2,836,177
Program Service Revenue $0
Investment Income $4,082,392
Other Revenue $120,133
TOTAL REVENUE $7,038,702

Expense Breakdown

Grants Paid $5,346,496
Salaries & Benefits $665,153
Fundraising Expenses $134,579
Program Expenses $6,017,989
Other Expenses $577,745
TOTAL EXPENSES $6,589,394

Year-over-Year Comparison

2024 2023 Change
Revenue $7,038,702 $19,167,163 -0.6%
Expenses $6,589,394 $5,224,526 +0.3%
Net Income $449,308 $13,942,637 -1.0%
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
11
Independent Members
11
Employees
10
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
$255,619
Total Directors
11
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
RICHARD KYTE CHAIR 1.00
Officer Director
$0 $0 $0
JOE MOUA VICE-CHAIR 1.00
Officer Director
$0 $0 $0
SR SUE ERNSTER TREASURER 1.00
Officer Director
$0 $0 $0
TAYLOR MATHY SAUERMAN BOARD MEMBER 1.00
Director
$0 $0 $0
CLARA GELATT BOARD MEMBER 1.00
Director
$0 $0 $0
JOSH COURT BOARD MEMBER 1.00
Director
$0 $0 $0
JIM WARREN BOARD MEMBER 1.00
Director
$0 $0 $0
EVERETT MCKINNEY BOARD MEMBER 1.00
Director
$0 $0 $0
MARGIE WEBSTER BOARD MEMBER 1.00
Director
$0 $0 $0
DINA ZAVALA BOARD MEMBER 1.00
Director
$0 $0 $0
KATELYN DOYLE BOARD MEMBER 1.00
Director
$0 $0 $0
JAMIE SCHLOEGEL CHIEF EXECUTIVE OFFICER UNTIL OCT 24 40.00
Officer
$125,290 $6,265 $131,555
ERIN BELBY OPERATIONS DIRECTOR 40.00
Officer
$118,156 $5,908 $124,064
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 $7,038,702 $6,589,394 $80,894,492 $449,308
2023 $19,167,163 $5,224,526 $75,914,919 $13,942,637
2022 $5,067,377 $4,913,497 $59,131,423 $153,880
2021 $8,261,750 $5,237,416 $69,726,999 $3,024,334
2020 $4,891,046 $4,942,232 $62,818,234 $-51,186
2019 $6,472,963 $3,013,903 $57,359,813 $3,459,060
2018 $12,630,625 $3,195,121 $46,075,351 $9,435,504
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