UNIVERSITY OF WISCONSIN OSHKOSH FO… - Form 990 Financial Data

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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

1963

Legal Domicile

Principal Officer

BROOKE TABBERT

Phone

9204242178

Tax Period

2023-07-01 to 2024-06-30

UNIVERSITY OF WISCONSIN OSHKOSH FOUNDATION INC, founded in 1963, is a community nonprofit in the Education sector that reported $7.0M in total revenue in fiscal year 2023. The organization ran a surplus of $4.1M, a strong 59% operating margin.

Mission

TO BE A PROACTIVE LEADER IN HELPING SHAPE AND REFINE THE VISION OF EXCELLENCE OF THE UNIVERSITY OF WISCONSIN - OSHKOSH THROUGH: RAISING THE AWARENESS OF THE NEED FOR PRIVATE SUPPORT FOR EDUCATIONAL PRIORITIES; BUILDING RELATIONSHIPS TO CONNECT COMMUNITY RESOURCES WITH UNIVERSITY NEEDS; MEETING DONOR INTERESTS; EXPANDED RESOURCE DEVELOPMENT PROGRAMS; AND PRUDENT FISCAL RESPONSIBILITY AND ASSET MANAGEMENT IN SUPPORT OF THE UNIVERSITY COMMUNITY WITH SPECIAL EMPHASIS ON THE FACULTY/STUDENT RELATIONSHIP.

Program Service Accomplishments

Program 1

Expenses: $2,308,329 Revenue: $65,803

DISBURSED PAYMENTS TO AND ON BEHALF OF THE UNIVERSITY OF WISCONSIN-OSHKOSH FOR ADVANCEMENT OF EDUCATIONAL, SCIENTIFIC, AND ATHLETIC PURPOSES.

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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 (2023)

Revenue Breakdown

Contributions & Grants $4,437,857

Program Service Revenue $51,843

Investment Income $1,222,845

Other Revenue $1,269,012

TOTAL REVENUE $6,981,557

Expense Breakdown

Grants Paid $2,150,371

Salaries & Benefits $236,734

Fundraising Expenses $221,031

Program Expenses $2,308,329

Other Expenses $427,149

TOTAL EXPENSES $2,868,754

Year-over-Year Comparison

	2023	2022	Change
Revenue	$6,981,557	$6,661,110	+0.0%
Expenses	$2,868,754	$3,181,439	-0.1%
Net Income	$4,112,803	$3,479,671	+0.2%

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

Total Directors

$201,441

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TIMOTHY C MULLOY	INTERIM FINANCE DIRECTOR	40.00	Director	$0	$0	$0
H GENE DRECKTRAH	DIRECTOR	1.00	Director	$0	$0	$0
THOMAS R GUYETTE	DIRECTOR	1.00	Director	$0	$0	$0
NORBERT S HILL JR	DIRECTOR	1.00	Director	$0	$0	$0
JON DUDZINSKI	DIRECTOR	1.00	Director	$0	$0	$0
JANET TIERNEY	SECRETARY	5.00	Officer Director	$0	$0	$0
SCOTT BARR	DIRECTOR	1.00	Director	$0	$0	$0
CHAD DURKEE	TREASURER	5.00	Officer Director	$0	$0	$0
JAMES HOFFMAN	PAST CHAIR	5.00	Officer Director	$0	$0	$0
KATRINA FINE	DIRECTOR	1.00	Director	$0	$0	$0
GREG GILES	FORMER EXECUTIVE DIRECTOR	40.00	Director	$178,530	$22,911	$201,441
HOLLY BRENNER	PRESIDENT	5.00	Officer Director	$0	$0	$0
WILLIAM EVERSON	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL HOCHHOLZER	DIRECTOR	1.00	Director	$0	$0	$0
JOHN KOKER	DIRECTOR	1.00	Director	$0	$0	$0
DAVID PAULY	DIRECTOR	1.00	Director	$0	$0	$0
BROOKE TABBERT	INTERIM EXECUTIVE DIRECTOR	40.00	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	No data	No data	No data	No data
2024	$6,981,557	$2,868,754	$46,891,508	$4,112,803
2023	$6,661,110	$3,181,439	$40,715,092	$3,479,671
2022	$9,744,110	$2,198,199	$33,735,933	$7,545,911
2021	$3,192,332	$1,859,485	$38,834,689	$1,332,847
2020	$2,236,177	$1,527,019	$32,365,613	$709,158
2019	$5,338,019	$1,642,304	$31,881,726	$3,695,715

UNIVERSITY OF WISCONSIN OSHKOSH FOUNDATION INC