UW-STOUT FOUNDATION AND ALUMNI ASSOCIATION INC (EIN 396088094) - Form 990 Financial Analysis & Trantor Score

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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

1962

Legal Domicile

Principal Officer

LINDA FUNK

Phone

7152321151

Tax Period

2023-07-01 to 2024-06-30

UW-STOUT FOUNDATION AND ALUMNI ASSOCIATION INC, founded in 1962, is a mid-sized nonprofit in the Education sector that reported $16.2M in total revenue in fiscal year 2023. Revenue surged 86% from the prior year, signaling strong growth momentum. The organization ran a surplus of $11.2M, a strong 69% operating margin.

Mission

UW-STOUT FOUNDATION AND ALUMNI ASSOCIATION, INC. CULTIVATES RELATIONSHIPS BETWEEN UW-STOUT AND ITS VARIOUS CONSTITUENCIES FOR THEIR MUTUAL BENEFIT. IT SUPPORTS THE MISSION AND GOALS OF UW-STOUT THROUGH THE ACQUISITION AND STEWARDSHIP OF RESOURCES.

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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 $4,707,773

Program Service Revenue $0

Investment Income $11,479,244

Other Revenue $40,598

TOTAL REVENUE $16,227,615

Expense Breakdown

Grants Paid $3,300,592

Salaries & Benefits $0

Fundraising Expenses $728,923

Program Expenses $3,300,592

Other Expenses $1,774,616

TOTAL EXPENSES $5,075,208

Year-over-Year Comparison

	2023	2022	Change
Revenue	$16,227,615	$8,732,947	+0.9%
Expenses	$5,075,208	$4,390,088	+0.2%
Net Income	$11,152,407	$4,342,859	+1.6%

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

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
KATHARINE REED	EXECUTIVE DIRECTOR	16.00	Officer	$0	$0	$0
LINDA FUNK	PRESIDENT	2.00	Officer Director	$0	$0	$0
RANDOLPH MORRISSETTE II	PRESIDENT (THRU 10/2023)	2.00	Officer Director	$0	$0	$0
JOHN STAHMER	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
TIM SEICHTER	SECRETARY	1.00	Officer Director	$0	$0	$0
GREGORY ELSE	TREASURER	1.00	Officer Director	$0	$0	$0
LORA BENRUD	MEMBER	0.50	Director	$0	$0	$0
DALE BOHNERT	MEMBER (THRU 08/2023)	0.50	Director	$0	$0	$0
MARY DANGLER	MEMBER (THRU 04/2024)	0.50	Director	$0	$0	$0
LARRY GRAVES	MEMBER (THRU 09/2023)	0.50	Director	$0	$0	$0
MARCIA JANTE	MEMBER	0.50	Director	$0	$0	$0
JASON LEVASH	MEMBER	0.50	Director	$0	$0	$0
KAY MANGER-HAGUE	MEMBER	0.50	Director	$0	$0	$0
LAUREN MARTEY	MEMBER (THRU 10/2023)	0.50	Director	$0	$0	$0
CAROL MOONEY	MEMBER	0.50	Director	$0	$0	$0
GINA NORLING	MEMBER (THRU 04/2024)	0.50	Director	$0	$0	$0
STEVE SIZEMORE	MEMBER	0.50	Director	$0	$0	$0
LACEY SMITH	MEMBER	0.50	Director	$0	$0	$0
NIKKI STEPHANY	MEMBER (THRU 10/2023)	0.50	Director	$0	$0	$0
MARY VAN HOUT	MEMBER (THRU 09/2023)	0.50	Director	$0	$0	$0
LOU WELTER	MEMBER	0.50	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	$16,227,615	$5,075,208	$91,189,782	$11,152,407
2023	$8,732,947	$4,390,088	$82,806,182	$4,342,859
2022	$8,631,976	$3,946,821	$74,857,068	$4,685,155
2021	$7,587,601	$3,761,949	$83,789,053	$3,825,652
2020	$9,604,962	$3,859,946	$66,524,775	$5,745,016
2019	$7,062,543	$4,380,380	$64,505,176	$2,682,163

UW-STOUT FOUNDATION AND ALUMNI ASSOCIATION INC