University of Wisconsin-eau Claire - Barron County Foundation Inc

Nonprofit profile at a glance

EIN
237009041
IRS 990-EZ coverage
2011–2018
Forms available
Form 990-EZ 2018
Location
Rice Lake, WI, USA
Phone
7152348176
Rating
56
Verdict
MIXED
Rating confidence
Moderate
Sector
Single Organization Support

Official website

Reported finances

Revenue
$149,616
Expenses
$92,604
Assets
$0
Liabilities
$0

Source: IRS Form 990-EZ. Selected filing: tax year 2018. Amounts in USD.

Leadership & pay

12 people listed

People named in this filing

  • JANE DVORAK (DIRECTOR)
  • DEB ANDRIES (DIRECTOR)
  • MARK JOHNSON (DIRECTOR)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2018. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Provide scholarships and grants to faculty, staff, and students of the university of Wisconsin - eau claire - barron county and to help promote new products and curriculum at the university.

What it reported doing in 2018

The foundation provides resources for programs and activities through scholarships for students and professional development for faculty and staff.

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.

The verdict

MIXED - The filed numbers largely add up and program spending has grown recently. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.

Rating breakdown

  • Financial Efficiency: 33
  • Transparency & Controls: 82
  • Sustainability: 51
  • Growth: 80

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 26.7%; rating input score 27
  • Program expense ratio: 43.1%; rating input score 43

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 38.1%; rating input score 91; 91st percentile among comparable filings
  • Total-asset coverage ratio: 0; rating input score 1; 1st percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 0%; rating input score 64; 64th percentile among comparable filings

Growth

  • Program expense growth: 3.2% per year; rating input score 100; 43rd percentile among comparable filings
  • Revenue growth: 7.7% per year; rating input score 100; 63rd percentile among comparable filings
  • Asset growth: -9.9% per year; rating input score 0; 13th percentile among comparable filings

Details

  • Where the money goes: 26.7% of revenue deployed · 43.1% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $40K in reported program spending
  • Leadership: top reported pay $0 · 12 people listed
  • Consistency: 8 of 9 current checks pass · 1 finding to review
  • Schedules: 4 filed schedules
  • Filing history: 5 filing years from 2011 to 2018
  • Contacts: How to reach this organization
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Financial Efficiency: Mission deployment rate scored 27/100.
  • Moderate — Financial Efficiency: Program expense ratio scored 43/100.
  • Moderate — Transparency & Controls: Part III transfer expenses within program total did not reconcile in the filed values.
  • High — Sustainability: Total-asset coverage ratio scored 1/100.
  • High — Growth: Asset growth scored 0/100.