UNIVERSITY OF WISCONSIN - RIVER FALLS FOUNDATION INC (EIN 396064630) - 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

AMY ZIMMER

Phone

7154253545

Tax Period

2023-07-01 to 2024-06-30

UNIVERSITY OF WISCONSIN - RIVER FALLS FOUNDATION INC, founded in 1948, is a community nonprofit in the Education sector that reported $5.1M in total revenue in fiscal year 2023. Revenue grew 14% year-over-year, indicating healthy expansion. Net assets of $35.4M represent 83 months of operating reserves.

Mission

TO BENEFIT THE UNIVERSITY OF WISCONSIN - RIVER FALLS

🔒

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 $4,310,794

Program Service Revenue $32,825

Investment Income $792,399

Other Revenue $9,595

TOTAL REVENUE $5,145,613

Expense Breakdown

Grants Paid $4,361,256

Salaries & Benefits $390,062

Fundraising Expenses $0

Program Expenses $4,361,256

Other Expenses $243,805

TOTAL EXPENSES $4,995,123

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,145,613	$4,531,229	+0.1%
Expenses	$4,995,123	$4,892,325	+0.0%
Net Income	$150,490	$-361,096	-1.4%

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

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

$148,982

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DIXIE CARROLL	CHAIR	1.00	Officer Director	$0	$0	$0
DAVID DREWISKE	PAST CHAIR	1.00	Officer Director	$0	$0	$0
MARK GHERTY	PAST CHAIR (TERMED 12/2023)	1.00	Officer Director	$0	$0	$0
MAX NEUHAUS	VICE CHAIR	1.00	Officer Director	$0	$0	$0
MARK FORSYTHE	TREASURER	1.00	Officer Director	$0	$0	$0
CHRISTINE FELLING	SECRETARY	1.00	Officer Director	$0	$0	$0
BARBARA BUTLER	DIRECTOR	1.00	Director	$0	$0	$0
GARTH CHRISTENSON	DIRECTOR (TERMED 12/23)	1.00	Director	$0	$0	$0
SANDY DICKE	DIRECTOR	1.00	Director	$0	$0	$0
DAN DRAXLER	DIRECTOR	1.00	Director	$0	$0	$0
MELISSA JOHANSEN	DIRECTOR (TERMED 12/23)	1.00	Director	$0	$0	$0
SCOTT JONES	DIRECTOR	1.00	Director	$0	$0	$0
DAN MCGINTY	DIRECTOR	1.00	Director	$0	$0	$0
DEANNE NEZAS	DIRECTOR	1.00	Director	$0	$0	$0
CHARLES PALMER	DIRECTOR	1.00	Director	$0	$0	$0
BARB PRESTON BROESDER	DIRECTOR	1.00	Director	$0	$0	$0
BRIDGET RUEMMELE	DIRECTOR	1.00	Director	$0	$0	$0
TIM SCHNEIDER	DIRECTOR	1.00	Director	$0	$0	$0
CHESTER SLIPEK	DIRECTOR	1.00	Director	$0	$0	$0
DAVID STONE	DIRECTOR	1.00	Director	$0	$0	$0
TERRI WILCOX	DIRECTOR	1.00	Director	$0	$0	$0
AMY ZIMMER	PRESIDENT	40.00	Officer	$114,669	$34,313	$148,982

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	$5,145,613	$4,995,123	$36,256,122	$150,490
2023	$4,531,229	$4,892,325	$32,657,932	$-361,096
2022	$3,100,152	$3,645,114	$31,290,092	$-544,962
2021	$3,477,882	$3,509,812	$35,931,737	$-31,930
2020	$4,377,432	$5,933,596	$30,432,394	$-1,556,164
2019	$4,232,175	$3,007,139	$31,648,912	$1,225,036

UNIVERSITY OF WISCONSIN - RIVER FALLS FOUNDATION INC