UNIVERSITY OF WISCONSIN-SUPERIOR ALUMNI AND FRIENDS FOUNDATION INC (EIN 396088707) - 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

1975

Legal Domicile

Principal Officer

JEANNE THOMPSON

Phone

7153948452

Tax Period

2024-07-01 to 2025-06-30

UNIVERSITY OF WISCONSIN-SUPERIOR ALUMNI AND FRIENDS FOUNDATION INC, founded in 1975, is a community nonprofit in the Education sector that reported $5.6M in total revenue in fiscal year 2024. Revenue surged 104% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.7M, a strong 49% operating margin.

Mission

TO CULTIVATE, RECEIVE, INVEST AND MANAGE PHILANTHROPIC RESOURCES THAT SUPPORT EXCEPTIONAL OPPORTUNITIES FOR THE UNIVERSITY OF WISCONSIN-SUPERIOR, ITS STUDENTS, ALUMNI, EMPLOYEES, PROGRAMS AND FACILITIES.

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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 (2024)

Revenue Breakdown

Contributions & Grants $2,979,569

Program Service Revenue $0

Investment Income $2,525,227

Other Revenue $63,789

TOTAL REVENUE $5,568,585

Expense Breakdown

Grants Paid $2,082,813

Salaries & Benefits $0

Fundraising Expenses $304,761

Program Expenses $2,136,123

Other Expenses $765,265

TOTAL EXPENSES $2,848,078

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,568,585	$2,734,128	+1.0%
Expenses	$2,848,078	$5,289,167	-0.5%
Net Income	$2,720,507	$-2,555,039	-2.1%

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

$180,354

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LINDA CADOTTE	CO-PRESIDENT	1.00	Officer Director	$0	$0	$0
ODDI HJELLBAKK	CO-PRESIDENT	1.00	Officer Director	$0	$0	$0
JAMES TOMCZAK	TREASURER	1.00	Officer Director	$0	$0	$0
KRISTIN AHLBERG	DIRECTOR	1.00	Director	$0	$0	$0
JEFF ANDERSON	DIRECTOR	1.00	Director	$0	$0	$0
DAVID ASLYN	DIRECTOR	1.00	Director	$0	$0	$0
MEAGAN AVERY	DIRECTOR	1.00	Director	$0	$0	$0
ALEDA BOURASSA	DIRECTOR	1.00	Director	$0	$0	$0
CARL CRAWFORD	DIRECTOR	1.00	Director	$0	$0	$0
TIANNA DAY	DIRECTOR	1.00	Director	$0	$0	$0
JEREMY EGNASH	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD EISENMANN	DIRECTOR	1.00	Director	$0	$0	$0
DOUG EVERSON	DIRECTOR	1.00	Director	$0	$0	$0
STEFAN FLETCHER	DIRECTOR	1.00	Director	$0	$0	$0
DAVID GRAICHEN	DIRECTOR	1.00	Director	$0	$0	$0
GREG GREY	DIRECTOR	1.00	Director	$0	$0	$0
ARIEL JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
HAROLD MATTSON	DIRECTOR	1.00	Director	$0	$0	$0
TERRY MATTSON	DIRECTOR	1.00	Director	$0	$0	$0
CHAD MATUSHAK	DIRECTOR	1.00	Director	$0	$0	$0
DIANA MCFADDEN	DIRECTOR	1.00	Director	$0	$0	$0
KARL MORRIN	DIRECTOR	1.00	Director	$0	$0	$0
DEBORAH OLSON	DIRECTOR	1.00	Director	$0	$0	$0
BRENT OPALL	DIRECTOR	1.00	Director	$0	$0	$0
ESSIE ROCHMAN	DIRECTOR	1.00	Director	$0	$0	$0
AVRAM SEGALL	DIRECTOR	1.00	Director	$0	$0	$0
DHEENU SIVALINGAM	DIRECTOR	1.00	Director	$0	$0	$0
NR SUMATHI	DIRECTOR	1.00	Director	$0	$0	$0
NICK TRIMNER	DIRECTOR	1.00	Director	$0	$0	$0
DAN WILLIAMS	DIRECTOR	1.00	Director	$0	$0	$0
RYAN YINGLING	DIRECTOR	1.00	Director	$0	$0	$0
MATT TENEYCK	SECRETARY	1.00	Officer	$0	$0	$0
JEANNE THOMPSON	EXECUTIVE DI	20.00	Officer	$0	$23,269	$180,354
SCOTT WALLIN	ACCOUNTANT	10.00	Officer	$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	$5,568,585	$2,848,078	$30,150,650	$2,720,507
2024	$2,734,128	$5,289,167	$27,146,362	$-2,555,039
2023	$1,947,523	$3,199,148	$27,368,618	$-1,251,625
2022	$8,532,760	$2,141,263	$26,789,012	$6,391,497
2021	$6,428,351	$1,971,694	$25,023,542	$4,456,657
2020	$2,800,055	$1,903,057	$20,257,491	$896,998
2019	$2,787,492	$1,850,220	$17,087,103	$937,272

UNIVERSITY OF WISCONSIN-SUPERIOR ALUMNI AND FRIENDS FOUNDATION INC