Concordia University Wisconsin Foundation Inc

Analysis

Concordia University Wisconsin Foundation Inc is a registered charity in United States, based in Mequon, WI. It received its IRS tax-exemption ruling in October 2020, 6 years ago. Its declared purposes cover philanthropy, voluntarism and grantmaking foundations, which this site groups under grant-making and general purposes. The IRS classifies it as a publicly supported organisation (donations from the general public) under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending June 2023, Concordia University Wisconsin Foundation Inc reported income of $4.7m and spending of $2.6m, leaving 45% of income unspent that year. Across the 5 years on record, from June 2019 to June 2023, income fell from $7.8m to $4.7m (-39%), an average of -12% a year. The sharpest change came in the year to June 2021, when income rose by 102%. Over the whole period it spent 6.3% of the income it received.

Among 19,413 United States charities whose main cause is grant-making and general purposes and that reported income, Concordia University Wisconsin Foundation Inc sits at the 93rd percentile: it is larger than about 92% of them. Against every charity in United States with reported income it ranks in the 92nd percentile, and in the 92nd percentile within WI. Charities of a similar size with the same main cause include Foundation for Metrowest Inc ($4.7m), Auburn Food Bank ($4.7m) and Boldt Family Fund Inc ($4.7m).

On its Form 990 for the period ending June 2023, revenue came from contributions and grants 78% of the total. At year end it held assets of $147.5m against liabilities of $0, net assets of $147.5m.