LA CROSSE COMMUNITY FOUNDATION

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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

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.

Program Service Accomplishments

Program 1

Expenses: $3,951,125

DONOR-FOCUS ACTIVITIES: WORKING WITH LOCAL DONORS TO ESTABLISH AND ADMINISTER ENDOWED CHARITABLE FUNDS TO MAKE NONCOMPETITIVE GRANTS OR SCHOLARSHIPS TO QUALIFIED 501(C)(3) ORGANIZATIONS IN THEIR...

DONOR-FOCUS ACTIVITIES: WORKING WITH LOCAL DONORS TO ESTABLISH AND ADMINISTER ENDOWED CHARITABLE FUNDS TO MAKE NONCOMPETITIVE GRANTS OR SCHOLARSHIPS TO QUALIFIED 501(C)(3) ORGANIZATIONS IN THEIR PHILANTHROPIC INTEREST AREAS. CURRENTLY, LCF ADMINISTERS 271 DONOR-DIRECTED FUNDS. IN 2024, A TOTAL OF $3,260,334 WERE AWARDED IN NONCOMPETITIVE GRANTS AND $373,850 WERE AWARDED IN SCHOLARSHIPS.

Program 2

Expenses: $1,697,054

COMMUNITY-FOCUSED ACTIVITIES: GROWING A SOURCE OF PERMANENT, UNRESTRICTED COMMUNITY CAPITAL FROM PHILANTHROPIC GIFTS TO AWARD COMPETITIVE GRANTS TO QUALIFIED CHARITABLE ORGANIZATIONS IN LA CROSSE...

COMMUNITY-FOCUSED ACTIVITIES: GROWING A SOURCE OF PERMANENT, UNRESTRICTED COMMUNITY CAPITAL FROM PHILANTHROPIC GIFTS TO AWARD COMPETITIVE GRANTS TO QUALIFIED CHARITABLE ORGANIZATIONS IN LA CROSSE COUNTY WHO ARE MEETING IDENTIFIED COMMUNITY NEEDS. LCF HAS 32 FUNDS THAT AWARD COMPETITIVE GRANTS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS EACH QUARTER. LCF AWARDED $1,535,012.

Program 3

Expenses: $192,510

LEADERSHIP ACTIVITIES AND FISCAL SPONSORSHIPS: SERVICE TO CONVENE COMMUNITY PARTNERS AROUND CURRENT COMMUNITY NEEDS AND HELPING AREA CHARITABLE GROUPS AND NONPROFITS BUILD CAPACITY TO INCREASE THEIR...

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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 (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

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

$255,619

Total Directors

Key Employees

Highest Compensated

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
2025	No data	No data	No data	No data
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