UNIVERSITY OF WISCONSIN - GREEN BAY FOUNDATION INC

EIN: 451600858 501(c)(3) Education

GREEN BAY, WI

Total Revenue
$11,835,394
Total Expenses
$8,440,826
Total Assets
$90,030,520
Net Assets
$89,922,173
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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
2011
Legal Domicile
WI
Principal Officer
HEATHER KARCZ
Phone
9204652074
Tax Period
2025-01-01 to 2025-12-31

UNIVERSITY OF WISCONSIN - GREEN BAY FOUNDATION INC, founded in 2011, is a mid-sized nonprofit in the Education sector that reported $11.8M in total revenue in fiscal year 2025. Revenue fell 24% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $3.4M, a strong 29% operating margin.

Mission

THE FOUNDATION EXISTS TO SUPPORT THE UNIVERSITY OF WISCONSIN - GREEN BAY IN ITS QUEST TO PROVIDE AN EDUCATION TO ALL WHO SEEK ONE. THIS IS DONE THROUGH SCHOLARSHIP, RESEARCH SUPPORT, CAPITAL ACQUISITIONS, AND INVESTING IN THE STAFF AND FACULTY.

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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 (2025)

Revenue Breakdown

Contributions & Grants $9,829,760
Program Service Revenue $0
Investment Income $1,936,400
Other Revenue $69,234
TOTAL REVENUE $11,835,394

Expense Breakdown

Grants Paid $7,467,945
Salaries & Benefits $0
Fundraising Expenses $111,620
Program Expenses $7,625,656
Other Expenses $972,881
TOTAL EXPENSES $8,440,826

Year-over-Year Comparison

2025 2024 Change
Revenue $11,835,394 $15,499,819 -0.2%
Expenses $8,440,826 $9,025,373 -0.1%
Net Income $3,394,568 $6,474,446 -0.5%
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
11
Independent Members
11
Employees
N/A
Volunteers
18

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
4
$0
Total Directors
11
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ROBERT CERA CHAIR 2.00
Officer Director
$0 $0 $0
JEFFREY CHENEY VICE CHAIR 1.00
Officer Director
$0 $0 $0
DIANE FORD TREASURER 2.00
Officer Director
$0 $0 $0
GERALD CONDON SECRETARY 2.00
Officer Director
$0 $0 $0
THOMAS ADRIANS DIRECTOR 1.00
Director
$0 $0 $0
MICHAEL CHEUNG DIRECTOR 1.00
Director
$0 $0 $0
KOENRAAD DRIESSENS DIRECTOR 1.00
Director
$0 $0 $0
HEATHER KARCZ DIRECTOR 1.00
Director
$0 $0 $0
JAMES LOEBL DIRECTOR 1.00
Director
$0 $0 $0
MADHURI BHATIA DIRECTOR 1.00
Director
$0 $0 $0
MELISSA REYNEBEAU DIRECTOR 1.00
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 $11,835,394 $8,440,826 $90,030,520 $3,394,568
2024 $15,499,819 $9,025,373 $77,691,087 $6,474,446
2023 $7,930,744 $9,747,397 $70,872,355 $-1,816,653
2022 $15,782,632 $5,214,735 $65,581,778 $10,567,897
2021 $9,667,784 $5,315,224 $63,454,275 $4,352,560
2020 $2,001,518 $4,271,175 $56,656,678 $-2,269,657
2019 $5,455,664 $5,599,737 $55,178,202 $-144,073
2018 $9,710,852 $5,736,711 $52,232,880 $3,974,141
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