UNIVERSITY OF WISCONSIN-STEVENS POINT FOUNDATION INC

EIN: 396098038 501(c)(3) Education

STEVENS POINT, WI

Total Revenue
$11,397,782
Total Expenses
$5,613,339
Total Assets
$79,213,355
Net Assets
$78,317,605
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1965
Legal Domicile
WI
Principal Officer
ANNE TREANKLER
Phone
7153463812
Tax Period
2023-01-01 to 2023-12-31

UNIVERSITY OF WISCONSIN-STEVENS POINT FOUNDATION INC, founded in 1965, is a mid-sized nonprofit in the Education sector that reported $11.4M in total revenue in fiscal year 2023. Revenue surged 28% from the prior year, signaling strong growth momentum. The organization ran a surplus of $5.8M, a strong 51% operating margin.

Mission

TO OPERATE AND SUPPORT THE IMPROVEMENT OF FACILITIES, EQUIPMENT, TEACHING, RESEARCH, SCHOLARSHIPS AND PROGRAMS OF THE UNIVERSITY OF WI AT STEVENS POINT WI, AND THE EDUCATIONAL PURPOSES AND MISSION OF THE UNIVERSITY.

Program Service Accomplishments

Program 1
Expenses: $2,662,743 Revenue: $5,720

PROVIDE FUNDING FOR VARIOUS UNIVERSITY SEMINARS, PROGRAMS AND OTHER GATHERINGS AND ACTIVITIES TO BENEFIT THE STUDENT BODY AND UNIVERSITY.

Program 2
Expenses: $1,335,473 Revenue: $0

PROVIDED 1,234 SCHOLARSHIPS IN VARYING AMOUNTS TO 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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $8,570,342
Program Service Revenue $5,720
Investment Income $2,819,767
Other Revenue $1,953
TOTAL REVENUE $11,397,782

Expense Breakdown

Grants Paid $1,335,473
Salaries & Benefits $275,497
Fundraising Expenses $897,818
Program Expenses $3,998,216
Other Expenses $4,002,369
TOTAL EXPENSES $5,613,339

Year-over-Year Comparison

2023 2022 Change
Revenue $11,397,782 $8,938,595 +0.3%
Expenses $5,613,339 $3,850,682 +0.5%
Net Income $5,784,443 $5,087,913 +0.1%
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

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Governance

Voting Members
19
Independent Members
19
Employees
N/A
Volunteers
20

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
7
$0
Total Directors
19
$0
Key Employees
1
$219,429
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
PETER CRAWFORD INTERIM EXECUTIVE DIRECTOR 40.00
Officer Director
$0 $0 $0
ANNE TREANKLER PRESIDENT 1.00
Officer Director
$0 $0 $0
RAY ACKERLUND VICE PRESIDENT 0.50
Officer Director
$0 $0 $0
TOM KLISMITH TREASURER 1.00
Officer Director
$0 $0 $0
DIANE PLEUSS SECRETARY 0.50
Officer Director
$0 $0 $0
DAVID JAMES CORPORATE COUNSEL 1.00
Officer Director
$0 $0 $0
PAT ARENDT BOARD MEMBER 0.50
Director
$0 $0 $0
ANDREW HALVERSON BOARD MEMBER 0.50
Director
$0 $0 $0
MARK KOEHL BOARD MEMBER 0.50
Director
$0 $0 $0
ALEXA POSNY BOARD MEMBER 0.50
Director
$0 $0 $0
DENNIS PETERSON BOARD MEMBER 0.50
Director
$0 $0 $0
DON OLSON BOARD MEMBER 0.50
Director
$0 $0 $0
PAM JEWELL BOARD MEMBER 0.50
Director
$0 $0 $0
STEVE DAY BOARD MEMBER 0.50
Director
$0 $0 $0
KIRK BOOHER BOARD MEMBER 0.50
Director
$0 $0 $0
DIANNE SOMERS BOARD MEMBER 0.50
Director
$0 $0 $0
BRENDA SERAMUR THOMPSON BOARD MEMBER 0.50
Director
$0 $0 $0
DENNIS DELOYE BOARD MEMBER 0.50
Director
$0 $0 $0
TIM LAU BOARD MEMBER 0.50
Director
$0 $0 $0
THOMAS GIBSON CHANCELLOR 0.50
Officer
$0 $0 $0
WILLIAM BROUSSARD CEO UWSP FOUNDATION, VC OF ADVANCEMENT UWSTP 40.00
Key Emp
$0 $50,506 $219,429
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
2024 No data No data No data No data
2023 $11,397,782 $5,613,339 $79,213,355 $5,784,443
2022 $8,938,595 $3,850,682 $67,988,762 $5,087,913
2021 $13,216,092 $4,856,392 $75,127,942 $8,359,700
2020 $5,764,186 $3,749,923 $60,161,144 $2,014,263
2019 $5,951,688 $4,328,197 $55,570,250 $1,623,491
2018 $8,175,128 $3,335,368 $49,976,051 $4,839,760
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