THE UW-PLATTEVILLE FOUNDATION AND ALUMNI ASSOCIATION INC (EIN 396051705) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1948

Legal Domicile

Principal Officer

JAMES COLLINS

Phone

6083421242

Tax Period

2024-07-01 to 2025-06-30

THE UW-PLATTEVILLE FOUNDATION AND ALUMNI ASSOCIATION INC, founded in 1948, is a community nonprofit in the Education sector that reported $8.8M in total revenue in fiscal year 2024. Revenue decreased 8% compared to the prior year. The organization ran a surplus of $2.0M, a strong 22% operating margin.

Mission

CONTINUED IN SCHEDULE O

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $6,900,678

Program Service Revenue $0

Investment Income $1,862,802

Other Revenue $19,885

TOTAL REVENUE $8,783,365

Expense Breakdown

Grants Paid $5,827,038

Salaries & Benefits $65,501

Fundraising Expenses $528,719

Program Expenses $5,827,038

Other Expenses $924,934

TOTAL EXPENSES $6,817,473

Year-over-Year Comparison

	2024	2023	Change
Revenue	$8,783,365	$9,577,983	-0.1%
Expenses	$6,817,473	$6,298,004	+0.1%
Net Income	$1,965,892	$3,279,979	-0.4%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$157,245

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STACIA STEPHENSON	EXECUTIVE DIRECTOR	40.00	Officer	$119,998	$37,247	$157,245
RONALD MEISSEN	CHAIR	10.00	Officer Director	$0	$0	$0
ELLEN ULLSVIK	VICE CHAIR	10.00	Officer Director	$0	$0	$0
MARGARET KEEHN	TREASURER/FINANCE & INVEST. COMMITTEE CHAIR	10.00	Officer Director	$0	$0	$0
ANN MOYER	SECRETARY	10.00	Officer Director	$0	$0	$0
AARON ATHAS	ALUMNI ENGAGEMENT COMMITTEE CHAIR	10.00	Director	$0	$0	$0
CAROL WEBER	MEMBERSHIP & ORIENTATION COMMITTEE CHAIR	10.00	Director	$0	$0	$0
DAN SMITH	SUBSIDIARY OVERSIGHT COMMITTEE CHAIR	10.00	Director	$0	$0	$0
DARIN PAULS	STRATEGIC PLANNING & REVIEW COMMITTEE CHAIR	10.00	Director	$0	$0	$0
DOUGLAS BUHLER	DEVELOPMENT COMMITTEE CHAIR	10.00	Director	$0	$0	$0
GREG LOEK	AUDIT & COMPLIANCE COMMITTEE CHAIR	10.00	Director	$0	$0	$0
BEN BRANCEL	DIRECTOR	2.00	Director	$0	$0	$0
CHUCK BROKOPP	DIRECTOR	2.00	Director	$0	$0	$0
DAN DOMBROWSKI	DIRECTOR	2.00	Director	$0	$0	$0
DION SHAW	DIRECTOR	2.00	Director	$0	$0	$0
EVERETT WERTH	DIRECTOR	2.00	Director	$0	$0	$0
GARRISON LEDBURY	DIRECTOR	2.00	Director	$0	$0	$0
JEFF INGEBRITSEN	DIRECTOR	2.00	Director	$0	$0	$0
JERRY KOBISKE	DIRECTOR	2.00	Director	$0	$0	$0
JIM RYAN	DIRECTOR	2.00	Director	$0	$0	$0
JOANNE UTHE-GIBSON	DIRECTOR	2.00	Director	$0	$0	$0
JOHN JONES	DIRECTOR	2.00	Director	$0	$0	$0
KATHY BUHR	DIRECTOR	2.00	Director	$0	$0	$0
KRISTEN CADMAN	DIRECTOR	2.00	Director	$0	$0	$0
KRISTY QUARBERG	DIRECTOR	2.00	Director	$0	$0	$0
LANA WIESE	DIRECTOR	2.00	Director	$0	$0	$0
MATTHEW RICHARDS	DIRECTOR	2.00	Director	$0	$0	$0
MIKE FIEDLER	DIRECTOR	2.00	Director	$0	$0	$0
MITTIE DEN HERDER	DIRECTOR	2.00	Director	$0	$0	$0
RICHARD BURGERMEISTER	DIRECTOR	2.00	Director	$0	$0	$0
TERRY STRITTMATER	DIRECTOR	2.00	Director	$0	$0	$0
WALTER KNOX	DIRECTOR	2.00	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
2025	$8,783,365	$6,817,473	$70,467,135	$1,965,892
2024	$9,577,983	$6,298,004	$63,610,597	$3,279,979
2023	$9,230,219	$5,344,262	$56,102,024	$3,885,957
2022	$15,901,199	$4,026,506	$49,794,094	$11,874,693
2021	$6,162,647	$3,031,753	$43,674,072	$3,130,894
2020	$5,094,264	$2,667,016	$32,748,846	$2,427,248
2018	$6,363,857	$1,986,483	$29,602,639	$4,377,374

THE UW-PLATTEVILLE FOUNDATION AND ALUMNI ASSOCIATION INC