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CHARITY REVIEW
Issued: January 2026 Expires: January 2028

University of Wisconsin Stevens Point Foundation

Standards Not Met
Standards Not Met
1 6 7 14 16 18
(715) 346-3812
2100 Main Street, Suite 134
Stevens Point, WI, 54481
https://give.uwsp.edu/page/uwsp-foundation-homepage
📄 Full Report 🖨️ Print 📋 BBB Charity Standards

Standards For Charity Accountability

Governance

  1. Board Oversight
  2. Board Size
  3. Board Meetings
  4. Board Compensation
  5. Conflict of Interest

Measuring Effectiveness

  1. Effectiveness Policy
  2. Effectiveness Report

Finances

  1. Program Expenses
  2. Fundraising Expenses
  3. Accumulating Funds
  4. Audit Report
  5. Detailed Expense Breakdown
  6. Accurate Expense Reporting
  7. Budget Plan

Fundraising & Info

  1. Truthful Materials
  2. Annual Report
  3. Website Disclosures
  4. Donor Privacy
  5. Cause Marketing Disclosures
  6. Complaints

University of Wisconsin Stevens Point Foundation does not meet the following 6 Standards for Charity Accountability:

Standard 1 (Oversight of Operations and Staff)
Organizations shall have a board of directors that provides adequate oversight of the charity's operations and its staff. Indication of adequate oversight includes, but is not limited to, regularly scheduled appraisals of the CEO's performance, evidence of disbursement controls such as board approval of the budget, fund raising practices, establishment of a conflict of interest policy, and establishment of accounting procedures sufficient to safeguard charity finances.

UWSP Foundation does not meet this Standard because its board of directors does not:

  • Review the performance of the Chief Executive Officer at least once Every 2 Years.

Standard 6 (Board Policy on Effectiveness)
Have a board policy of assessing, no less than every two years, the organization's performance and effectiveness and of determining future actions required to achieve its mission.

UWSP Foundation does not meet this Standard because:

  • The board of directors does not have a written policy stating that, at least Every 2 Years, an appraisal be done assessing the organization’s performance and effectiveness and determining future actions required to achieve its mission.

Standard 7 (Board Approval of Written Report on Effectiveness)
Submit to the organization's governing body, for its approval, a written report that outlines the results of the aforementioned performance and effectiveness assessment and recommendations for future actions.

UWSP Foundation does not meet this Standard because:

  • The organization has not completed an effectiveness assessment in the last two years.

Standard 14 (Budget)
Have a board-approved annual budget for its current fiscal year, outlining projected expenses for major program activities, fund raising, and administration.

UWSP Foundation does not meet this Standard because, when the organization provided 2025 budget information, it indicated that the budget:

  • Did not identify total projected program service expenses.
  • Did not identify total projected fundraising expenses.
  • Did not identify total projected administrative expenses.

Standard 16 (Annual Report)
Have an annual report available to all, on request, that includes: (a) the organization's mission statement, (b) a summary of the past year's program service accomplishments, (c) a roster of the officers and members of the board of directors, (d) financial information that includes (i) total income in the past fiscal year, (ii) expenses in the same program, fund raising and administrative categories as in the financial statements, and (iii) ending net assets.

UWSP Foundation does not meet this Standard because:

  • The organization states it does not have an annual report covering activities conducted in 2023.

Standard 18 (Privacy for Written Appeals & Internet Privacy)
Address privacy concerns of donors by (a) providing in written appeals, at least annually, a means (e.g., such as a check off box) for both new and continuing donors to inform the charity if they do not want their name and address shared outside the organization, (b) providing a clear, prominent and easily accessible privacy policy on any of its websites that tells visitors (i) what information, if any, is being collected about them by the charity and how this information will be used, (ii) how to contact the charity to review personal information collected and request corrections, (iii) how to inform the charity (e.g., a check off box) that the visitor does not wish his/her personal information to be shared outside the organization, and (iv) what security measures the charity has in place to protect personal information.

UWSP Foundation does not meet this Standard because the privacy policy on the organization's website, https://give.uwsp.edu/page/uwsp-foundation-homepage, does not indicate:

  • What security measures are in place to protect personal information that is collected.

University of Wisconsin Stevens Point Foundation meets the remaining 14 Standards for Charity Accountability.

Stated Purpose:
"to operate and support the improvement of facilities, equipment, teaching, research, scholarships, and programs of the University of Wisconsin at Stevens Point and the educational purposes and mission of the University."

Year, State Incorporated:
1965, WI

University of Wisconsin Stevens Point Foundation (UWSP Foundation) reports that it provides funding for university scholarships, seminars, programs, and other gatherings and activities to benefit the student body and university. The organization also fundraises on behalf of the university. In 2023, UWSP Foundation states that it awarded 1,234 scholarships to students.

For the year ended December 31, 2023, University of Wisconsin Stevens Point Foundation's program expenses were:

Support of UWSP programs $2,662,743
Scholarships $1,333,223
Total Program Expenses $3,995,966

Chief Executive
William Broussard, PhD, Chief Executive Officer

Compensation*
$219,429

Chair of the Board
Anne Treankler

Chair's Profession / Business Affiliation
Chief Analytics and Strategy Officer, Delta Dental of Wisconsin

Board Size
15

Paid Staff Size
0

*2023 compensation includes annual salary and, if applicable, benefit plans, expense accounts, and other allowances.

Note: UWSP Foundation states that the Chief Executive Officer's compensation is funded through the University for Dr. Broussard's position as the Vice Chancellor of University Advancement.

Method(s) Used:
Direct mail appeals, Grant proposals, Internet, Planned giving arrangements, Cause-related marketing (affinity credit cards, consumer product sales, etc.), Corporate Sponsorships

Fundraising costs were 16% of related contributions. (Related contributions, which totaled $9,600,520, are donations received as a result of fundraising activities.)

This organization is tax-exempt under section 501(c)(3) of the Internal Revenue Code. It is eligible to receive contributions deductible as charitable donations for federal income tax purposes.

The following information is based on University of Wisconsin Stevens Point Foundation's audited financial statements - consolidated for the year ended December 31, 2023.

Source of Funds
Contributions $8,570,342
Realized and unrealized gain on investments, net $3,766,192
Interest and dividends $2,819,767
In-kind contributions $1,024,458
Fundraising income $5,720
Total Income $16,186,479

Programs: 66% Fundraising: 25% Administrative: 9%

Total Income $16,186,479
Total expenses: $6,047,882
  Program expenses $3,995,966
  Fundraising expenses $1,504,052
  Administrative expenses $547,864
  Other expenses $0
Income in Excess of Expenses $10,138,597
Beginning Net Assets $68,410,890
Other Changes In Net Assets $-231,882
Ending Net Assets $78,317,605
Total Liabilities $895,750
Total Assets $79,213,355

Note 1: As noted in the above financial section, "other changes in net assets" refers to a change in CSV of life insurance policies ($1,953), change in estimated annuity obligations (-$12,943), and change in value of split-interest agreements (-$220,892).

Note 2: According to UWSP Foundation's audited financial statements - consolidated - for the year ended December 31, 2023, the organization received $1,024,458 in contributed goods and services including salaries and benefits from UWSP ($969,458) and office space and utilities from UWSP ($55,000).

An organization may change its practices at any time without notice. A copy of this report has been shared with the organization prior to publication. It is not intended to recommend or deprecate, and is furnished solely to assist you in exercising your own judgment. If the report is about a charity and states the charity meets or does not meet the Standards for Charity Accountability, it reflects the results of an evaluation of information and materials provided voluntarily by the charity. The name Better Business Bureau is a registered service mark of the International Association of Better Business Bureaus.

This report is not to be used for fundraising or promotional purposes.

RELATED CONTENT

Report completed by:
BBB Wise Giving Alliance