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Financial reports

The UWL Foundation Annual Report outlines the assets and liabilities for the previous fiscal year (January 1 - December 31). For more information, please contact Marcus Buchholz at 608.785.8037.

Financial report

FINANCIAL REPORT For the 12 months ending December 31, 2021
Statement of Financial Position    
  Cash and Cash Equivalents $1,558,665
  Investments Professionally Managed $37,425,619
  Accounts Receivable $401,978
  Other Gifts & Assets $371,569
  Building & Equipment $20,508
Total Assets   $45,963,386
Liabilities and Net Assets
  Liabilities $9,615
  Net Assets $45,953,771
Total Liabilities and Net Assets $45,963,386
Revenue and Support December 31, 2021  
  Contributions and Capital Additions $5,421,669
  Other Income $799,671
Total Revenue and Support   $6,221,340
Expenses (Support for the University)  
  Scholarships, Grants and Awards $2,505,030
  Fund Raising Costs $62,409
  Costs of Operations $321,181
Total Expenses   $3,836,422
  Net Appreciation (Depreciation) on Investments $3,836,417
  Increase/(Decrease) in Net Assets $6,399,972
  Beginning Net Assets $39,454,935
  Ending Net Assets $45,942,878

Breakdown of Expenditures

Percent of each dollar expended for services, fundraising and operations. (12 months ending December 2021)

  • 88.76% - Program services
    Ongoing projects - endowment and restricted scholarships, university and community projects, faculty development grants, public education and other designated gifts. 
  • 11.24% - Fundraising and operations costs
    Expenses for annual fund and phonathon mailings and with alumni and other friends of UW-La Crosse planning special gifts.
    The administration, distribution and evaluation of scholarship and loan applications,  administration of faculty grants, maintenance of on-campus support programs (e.g., publications, receptions, etc.).