University of Wisconsin Oshkosh Foundation Inc
Nonprofit profile at a glance
- EIN
- 396076856
- IRS 990 coverage
- 2011–2024
- Forms available
- Form 990 2024, Form 990-T 2023
- Location
- Oshkosh, WI, USA
- Phone
- 9204242178
- Rating
- 73
- Verdict
- SUPPORTED
- Rating confidence
- Standard
- Sector
- Single Organization Support
Reported finances
- Revenue
- $4,433,150
- Expenses
- $4,267,843
- Assets
- $49,397,245
- Liabilities
- $115,705
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
17 people listed
Executive titles in this filing
- MICKI DIRKS-LUEBBE (EXECUTIVE DIRECTOR (START MAY 2025))
- BROOKE TABBERT (INTERIM EXECUTIVE DIRECTOR (LEFT MAY 2025))
- HOLLY BRENNER (PRESIDENT)
- GREG GILES (FORMER EXECUTIVE DIRECTOR)
Highest reported compensation
- GREG GILES (FORMER EXECUTIVE DIRECTOR): $115,376 total reported compensation
- BROOKE TABBERT (INTERIM EXECUTIVE DIRECTOR (LEFT MAY 2025)): $61,111 total reported compensation
- TIMOTHY C MULLOY (INTERIM FINANCE DIRECTOR (LEFT JAN 2025)): $17,155 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
To be a proactive leader in helping shape and refine the vision of excellence of the university of Wisconsin - oshkosh through: raising the awareness of the need for private support for educational priorities; building relationships to connect community resources with university needs; meeting donor interests; expanded resource development programs; and prudent fiscal responsibility and asset management in support of the university community with special emphasis on the faculty/student relationship.
What it reported doing in 2024
Disbursed payments to and on behalf of the university of Wisconsin-oshkosh for advancement of educational, scientific, and athletic purposes.
Operating model
- Revenue model
- Donor-supported. 69% of the money available for current operations came from contributions and gifts.
- Distribution model
- Grant intermediary. The nonprofit sent 94% of its reported program spending out as grants.
- Includes noncash contributions: Reported contributions include donated property or goods.
The verdict
SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. A relatively small share of total spending goes to programs and some filing-based governance responses are negative or unanswered.
Rating breakdown
- Financial Efficiency: 68
- Transparency & Controls: 81
- Accountability: 86
- Sustainability: 67
- Growth: 20
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 72.5%; rating input score 72
- Program expense ratio: 56.6%; rating input score 57
- Fundraising efficiency: $47.25 raised per $1 spent on fundraising; rating input score 77; 77th percentile among comparable filings
Transparency & Controls
- Consistency checks: 94.1%; rating input score 94; 23rd percentile among comparable filings
- Pay-setting controls: 2 of 6 controls in place; rating input score 33
- Compensation committee: Missing
- Independent consultant: Missing
- Other Form 990s reviewed: Missing
- Written employment contract: Pass
- Compensation survey or study: Missing
- Board or committee approval: Pass
- Foreign activity oversight: Limited
- Grant itemization coverage: 100%; rating input score 100; 72nd percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Limited
Accountability
- Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
- Governance controls: 6 of 9 controls in place; rating input score 67
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: Fail
- Other executive compensation review process: Fail
- Form 990 shared with the board: Fail
- Board meeting minutes documented: Pass
- Audit committee oversight: Pass
- Independent financial-statement audit: Pass
Sustainability
- Operating margin: 3.7%; rating input score 47; 47th percentile among comparable filings
- Total-asset coverage ratio: 11.57; rating input score 92; 92nd percentile among comparable filings
- Liabilities to assets ratio: 0; rating input score 91; 91st percentile among comparable filings
- Officer compensation ratio: 4.5%; rating input score 57; 57th percentile among comparable filings
Growth
- Program expense growth: -11.9% per year; rating input score 0; 2nd percentile among comparable filings
- Revenue growth: -0.8% per year; rating input score 0; 9th percentile among comparable filings
- Asset growth: 4% per year; rating input score 100; 29th percentile among comparable filings
Details
- Where the money goes: 72.5% of revenue deployed · 56.6% of spending went to programs
- Governance: 13 of 13 board members independent · 6 of 9 filing controls reported
- Programs: 1 filed program accomplishment · $2.4M in reported program spending
- Leadership: top reported pay $115K · 17 people listed · 2 of 6 pay-setting controls reported
- Consistency: 31 of 31 current checks pass
- Schedules: 9 filed schedules · includes major donors, grants, and executive pay
- Filing history: 13 filing years from 2011 to 2024
- Contacts: How to reach this organization
- Money network: 10 filed money-flow records
- Related organizations: 9 filed related-organization links
- 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.
- Review — Financial Efficiency: Program expense ratio scored 57/100.
- Review — Accountability: Governance controls: 3 of 9 not reported.
- High — Growth: Program expense growth scored 0/100.
- High — Growth: Revenue growth scored 0/100.
- Moderate — Sustainability: Operating margin scored 47/100.
- Review — Sustainability: Officer compensation ratio scored 57/100.