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 | ||
| Assets | ||
| 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 | |
| STATEMENT OF ACTIVITIES AND CHANGES IN NET ASSETS | ||
| 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.).
UWL Foundation Tax ID Number:
39-1145116