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

SUPPORT OF SCHOLARSHIPS AND PROGRAMS OF THE UNIVERSITY OF WISCONSIN-STEVENS POINT, AND EDUCATIONAL PURPOSES AND MISSION OF THE UNIVERSITY.

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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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