CONCORDIA UNIVERSITY WISCONSIN FOUNDATION INC

EIN: 396077337 501(c)(3) Philanthropy & Grantmaking

MEQUON, WI

Total Revenue
$4,709,247
Total Expenses
$2,568,444
Total Assets
$147,456,082
Net Assets
$147,456,082
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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
2003
Legal Domicile
WI
Principal Officer
DANIELLE MARSH
Phone
2622435700
Tax Period
2022-07-01 to 2023-06-30

CONCORDIA UNIVERSITY WISCONSIN FOUNDATION INC, founded in 2003, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $4.7M in total revenue in fiscal year 2022. Revenue fell 70% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $2.1M, a strong 45% operating margin.

Mission

PROVIDES GENERAL FUND RAISING SUPPORT AND SCHOLARSHIP FUND RAISING FOR CONCORDIA UNIVERSITY INC.

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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%)

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Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $3,684,570
Program Service Revenue $0
Investment Income $1,024,677
Other Revenue $0
TOTAL REVENUE $4,709,247

Expense Breakdown

Grants Paid $2,528,858
Salaries & Benefits $0
Fundraising Expenses $25,288
Program Expenses $2,541,390
Other Expenses $39,586
TOTAL EXPENSES $2,568,444

Year-over-Year Comparison

2022 2021 Change
Revenue $4,709,247 $15,908,251 -0.7%
Expenses $2,568,444 $263,556 +8.7%
Net Income $2,140,803 $15,644,695 -0.9%
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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Governance

Voting Members
24
Independent Members
24
Employees
N/A
Volunteers
150

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
5
$411,299
Total Directors
24
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
CHRISTINE SPECHT-PALMERT BOARD CHAIR 1.00
Officer Director
$0 $0 $0
TERRANCE ROWINSKI BOARD VICE CHAIR 1.00
Officer Director
$0 $0 $0
JON SCHUMACHER BOARD MEMBER 1.00
Director
$0 $0 $0
HEATHER DUNN BOARD MEMBER 1.00
Director
$0 $0 $0
JUDITH FISCHER BOARD MEMBER 1.00
Director
$0 $0 $0
KRIS BEST BOARD MEMBER 1.00
Director
$0 $0 $0
MATTHEW BUROW BOARD MEMBER 1.00
Director
$0 $0 $0
CELESTE CUFFIE BOARD MEMBER 1.00
Director
$0 $0 $0
TERRY DONOVAN BOARD MEMBER 1.00
Director
$0 $0 $0
PATRICK HORNE BOARD MEMBER 1.00
Director
$0 $0 $0
CRAIG KASTEN BOARD MEMBER 1.00
Director
$0 $0 $0
CHEZ MISKO BOARD MEMBER 1.00
Director
$0 $0 $0
KIM NELSON BOARD MEMBER 1.00
Director
$0 $0 $0
HARRIET PEDERSEN BOARD MEMBER 1.00
Director
$0 $0 $0
PAUL ROSENBERG BOARD MEMBER 1.00
Director
$0 $0 $0
JIM SAALFELD BOARD MEMBER 1.00
Director
$0 $0 $0
BRYAN SEIDER BOARD MEMBER 1.00
Director
$0 $0 $0
TIM SHELDON BOARD MEMBER 1.00
Director
$0 $0 $0
JOHN STOLLENWERK BOARD MEMBER 1.00
Director
$0 $0 $0
RICH TWEITMEYER BOARD MEMBER 1.00
Director
$0 $0 $0
GINO VILLANI BOARD MEMBER 1.00
Director
$0 $0 $0
FRED WATKINS BOARD MEMBER 1.00
Director
$0 $0 $0
ROBERT SCHJERVEN BOARD MEMBER 1.00
Director
$0 $0 $0
MICHAEL WHITE BOARD MEMBER 1.00
Director
$0 $0 $0
ERIK ANKERBERG PRESIDENT (START 2/5/23) 1.00
Officer
$0 $0 $0
WILLIAM CARIO INTERIM PRESIDENT (END 1/31/23) 1.00
Officer
$0 $61,862 $173,511
ROY PETERSON VP/CFO 1.00
Officer
$0 $107,061 $237,788
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 No data No data No data No data
2023 $4,709,247 $2,568,444 $147,456,082 $2,140,803
2022 $15,908,251 $263,556 $139,377,062 $15,644,695
2021 $14,587,514 $39,480 $147,654,535 $14,548,034
2019 $7,752,732 $113,359 $103,412,237 $7,639,373
2018 $10,607,196 $67,791 $93,945,660 $10,539,405
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