CONCORDIA UNIVERSITY WISCONSIN FOU… - 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

2003

Legal Domicile

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

SUPPORTING ORGANIZATION - CONCORDIA UNIVERSITY WISCONSIN FOUNDATION IS A SUPPORTING ORGANIZATION THAT PROVIDES GENERAL FUND RAISING SUPPORT AND SCHOLARSHIP FUND RAISING EXCLUSIVELY FOR CONCORDIA UNIVERSITY INC., MEQUON, WI AND ITS STUDENTS.

Program Service Accomplishments

Program 1

Expenses: $2,541,390

CONCORDIA UNIVERSITY WISCONSIN FOUNDATION PROVIDES GENERAL FUND RAISING SUPPORT AND SCHOLARSHIP FUND RAISING EXCLUSIVELY FOR CONCORDIA UNIVERSITY INC, MEQUON, WI AND ITS STUDENTS.

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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 (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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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

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

$411,299

Total Directors

Key Employees

Highest Compensated

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

CONCORDIA UNIVERSITY WISCONSIN FOUNDATION INC