BOARD OF REGENTS OF THE UNIVERSITY… - Form 990 Financial Data

🔒

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

1962

Legal Domicile

Principal Officer

Matthew Babcock

Phone

7154858600

Tax Period

2023-07-01 to 2024-06-30

BOARD OF REGENTS OF THE UNIVERSITY OF WISCONSIN SYSTEM, founded in 1962, is a small nonprofit in the Youth Development sector that reported $104K in total revenue in fiscal year 2023. Revenue surged 32% from the prior year, signaling strong growth momentum. The organization ran a surplus of $55K, a strong 53% operating margin.

Mission

Provide support to the Polk County 4-H and youth programs

Program Service Accomplishments

Program 1

Expenses: $1,750 Revenue: $0

Provide educational scholarships to graduating members of the program.

Program 2

Expenses: $25,923 Revenue: $30,193

Provide support for the program by supporting projects, trips, and educational materials to the youth members and adult leaders and volunteers.

🔒

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 (2023)

Revenue Breakdown

Contributions & Grants $50,925

Program Service Revenue $28,977

Investment Income $19,857

Other Revenue $4,000

TOTAL REVENUE $103,759

Expense Breakdown

Grants Paid $1,750

Salaries & Benefits $0

Fundraising Expenses $16,879

Program Expenses $27,673

Other Expenses $47,462

TOTAL EXPENSES $49,212

Year-over-Year Comparison

	2023	2022	Change
Revenue	$103,759	$78,876	+0.3%
Expenses	$49,212	$72,600	-0.3%
Net Income	$54,547	$6,276	+7.7%

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

141

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
Chad Lutsey	President	1	Officer	$0	$0	$0
Wilfred Owens	Vice President	1	Officer	$0	$0	$0
Shirley Miller-Frey	Secretary	1	Officer	$0	$0	$0
Matthew Babcock	Treasurer	2	Officer	$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	No data	No data	No data	No data
2024	$103,759	$49,212	$380,202	$54,547

BOARD OF REGENTS OF THE UNIVERSITY OF WISCONSIN SYSTEM