2024-03-04T13:48:14-06:00 2023-06-30 390758449 WIPFLI LLP 170 N RADNOR-CHESTER RD SUITE 200 RADNOR PA 19087 990 2023-01-01 391145116 UNIVERSITY OF WISCONSIN - LA CROSSE FOUNDATION INC UNIV 6087858489 615 EAST AVENUE NORTH LA CROSSE WI 54601 GREG REICHERT PRESIDENT 6087858489 2024-02-28 1 GREG REICHERT 999009999 0 SOLOMON MARDAKHAEV P01806552 6105653930 2024-02-28 3 AAL1 IAL1 2023 2023-04-26 12:10:37Z GREG REICHERT 615 EAST AVENUE NORTH LA CROSSE WI 54601 2902713 0 X WWW.UWLAX.EDU/FOUNDATION X 1967 WI THE MISSION OF THE UNIVERSITY OF WISCONSIN-LA CROSSE FOUNDATION, INC., AN INDEPENDENT NON-PROFIT WISCONSIN CORPORATION THAT IS QUALIFIED AS A TAX-EXEMPT PUBLIC CHARITY UNDER 501(C)(3) OF THE INTERNAL REVENUE CODE, IS TO PROMOTE THE WELFARE OF THE UNIVERSITY OF WISCONSIN-LA CROSSE THROUGH CHARITABLE AND EDUCATIONAL ACTIVITES THAT INCLUDE ENCOURAGING, SOLICITING, RECEIVING, MANAGING AND ADMINISTERING GIFTS FROM ALUMNI, FRIENDS, BUSINESS AND OTHER ORGANIZATIONS TO SUPPORT SCHOLARSHIPS, AWARDS, GRANTS, PROJECTS AND PROGRAMS THAT ADVANCE THE MISSION OF THE UNIVERSITY. 22 22 0 23 0 0 5281720 1423999 786801 352646 2235710 295401 43442 150336 8347673 2222382 2989899 1785370 0 0 0 0 0 0 126076 822776 516627 3812675 2301997 4534998 -79615 41439403 43503299 10679 11478 41428724 43491821 X THE MISSION OF THE UNIVERSITY OF WISCONSIN - LA CROSSE FOUNDATION, INC., AN INDEPENDENT NON-PROFIT WISCONSIN CORPORATION THAT IS QUALIFIED AS A TAX-EXEMPT PUBLIC CHARITY UNDER 501(C)(3) OF THE INTERNAL REVENUE CODE, IS TO PROMOTE THE WELFARE OF THE UNIVERSITY OF WISCONSIN - LA CROSSE THROUGH CHARITABLE AND EDUCATIONAL ACTIVITES THAT INCLUDE ENCOURAGING, SOLICITING, RECEIVING, MANAGING AND ADMINISTERING GIFTS FROM ALUMNI, FRIENDS, BUSINESS AND OTHER ORGANIZATIONS TO SUPPORT SCHOLARSHIPS, AWARDS, GRANTS, PROJECTS AND PROGRAMS THAT ADVANCE THE MISSION OF THE UNIVERSITY. 0 0 1994412 1785370 352646 PROVIDE GRANTS, SCHOLARSHIPS AND AWARDS FOR STUDENTS AND FACULTY OF THE UNIVERSITY OF WISCONSIN - LA CROSSE. 1994412 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 1 0 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 14 2 1 0 0 1 VI 0 0 0 0 0 0 0 0 0 0 0 0 0 X 22 22 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 1 1 1 1 0 WI X MARCUS BUCHHOLZ 6087858037 615 EAST AVENUE N LA CROSSE WI 54601 X GREG REICHERT PRESIDENT 1.00 X 0 0 0 TODD TAYLOR CHAIR 1.00 X X 0 0 0 MIKE MCGINLEY VICE CHAIR 1.00 X X 0 0 0 JENNY KUDERER RADCLIFFE PAST CHAIR 1.00 X X 0 0 0 BRENT SMITH PAST CHAIR 1.00 X X 0 0 0 BILL COLCLOUGH TREASURER 1.00 X X 0 0 0 LAURIE DIEKHOFF SECRETARY 1.00 X X 0 0 0 LYNDA KOHLER AA BOARD CHAIR 1.00 X 0 0 0 SANDRA CLEARY DIRECTOR 1.00 X 0 0 0 JON ERICKSON DIRECTOR 1.00 X 0 0 0 DAVID HOLLNAGEL DIRECTOR 1.00 X 0 0 0 SCOTT HORNE DIRECTOR 1.00 X 0 0 0 LINDSAY JOHNSON DIRECTOR 1.00 X 0 0 0 LINDA KASTANTIN DIRECTOR 1.00 X 0 0 0 AUTUMN KLETZIEN DIRECTOR 1.00 X 0 0 0 CECILIA MANRIQUE DIRECTOR 1.00 X 0 0 0 NEVA MOGA DIRECTOR 1.00 X 0 0 0 BRUCE RILEY DIRECTOR 1.00 X 0 0 0 DONNEY MORONEY DIRECTOR 1.00 X 0 0 0 KELLY RUSCH DIRECTOR 1.00 X 0 0 0 DAVID RUSHLOW DIRECTOR 1.00 X 0 0 0 TERI WILCZEK DIRECTOR 1.00 X 0 0 0 JOE ZOELLNER DIRECTOR 1.00 X 0 0 0 0 0 0 0 0 0 0 UNIVERSITY OF WISCONSIN - LA CROSSE 1725 STATE STREET LA CROSSE WI 54601 PAYROLL SUPPORT, PARKING FEES 273483 BLACKBAUD INC 65 FAIRCHILD STREET CHARLESTON SC 29492 ACCOUNTING & DATABASE SOFTWARE 107889 2 1423999 7723 1423999 ENDOWMENT FEES 523000 352646 352646 352646 480288 480288 487898 672785 -184887 -184887 -184887 88410 7546 80864 80864 OTHER INCOME 900099 69472 69472 69472 2222382 352646 0 445737 X 990436 990436 794934 794934 184620 116067 19750 48803 272843 86400 153280 33163 2112 125 523 1464 10828 10828 16296 2188 14108 2961 2961 PRINTING AND PUBLICATIO 6713 1083 325 5305 CREDIT CARD FEES 6382 5317 1065 FUNDRAISING EXPENSES 4431 4431 BAD DEBT EXPENSE 3127 3127 6314 50 1251 5013 2301997 1994412 181509 126076 200 200 3303219 2411936 363220 456246 153461 153461 0 0 37021676 39788579 530704 584618 220384 261720 41439403 43503299 10679 11478 10679 11478 X 1820871 1770480 39607853 41721341 41428724 43491821 41439403 43503299 -79615 2142712 0 X X 0 1 X 1 0 X 3545342 2496414 5355106 5361968 1423999 18182829 3545342 2496414 5355106 5361968 1423999 18182829 5182269 13000560 62167 671466 624332 674007 480288 2512260 75527 80106 66563 80248 80864 383308 70511 41887 -36806 69472 145064 21223461 3117608 0.61260 0.62350 X PART II, SHORT YEAR EXPLANATION: FISCAL YEAR CHANGED FROM ENDING AT 12/31 TO 6/30. THERE IS A SHORT YEAR RETURN FOR THE YEAR OF 1/1/2023 TO 06/30/23. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 34702327 398525 2596948 977864 36719936 39271987 3234447 -6741774 1062333 34702327 34343989 2663246 3498985 -1234233 39271987 29950284 1305292 4095708 -1007295 34343989 24356848 3265230 4297048 -1968842 29950284 0.06000 0.79000 0.15000 1 0 153461 153461 0 0 X 4365094 2142712 2142712 2222382 0 2222382 2301997 0 2301997 0 2301997 PART V, LINE 4: INTENDED USES OF ENDOWMENT FUNDS ARE EXPRESSED BY DONORS WHEN GIFTS ARE MADE. THE PRIMARY USES DIRECTED BY DONORS ARE SCHOLARSHIPS AND PROGRAM SUPPORT FOR VARIOUS UNIVERSITY INITIATIVES. PART X, LINE 2: THE ORGANIZATION ASSESSES THE POTENTIAL OUTCOME OF UNCERTAIN TAX POSITIONS. THE FOUNDATION'S POLICY FOR INTEREST AND PENALTIES RELATED TO INCOME TAX EXPOSURES IS TO RECOGNIZE INTEREST AND PENALTIES AS OTHER INCOME (EXPENSE) IN THE STATEMENTS OF ACTIVITIES. AS OF JUNE 30, 2023, MANAGEMENT BELIEVES THE FOUNDATION HAS NO MATERIAL UNCERTAIN TAX POSITIONS REQUIRING RECOGNITION OR MEASUREMENT. THE FEDERAL AND STATE RETURNS REMAIN OPEN TO EXAMINATION BY TAXING AUTHORITIES THROUGH THEIR STATUTORY PERIODS. CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTMENTS - FRONTIER MAKET SELECT OFFSHORE FUND 238316 0 0 0 0 0 0 238316 0 238316 0 0 0 1 0 0 PART IV: LINE 4 THIS ORGANIZATION IS AN EXEMPT ENTITY AND THERE IS NO UNRELATED BUSINESS INCOME GENERATED FROM THIS INVESTMENT; THEREFORE, FORM 8621 IS NOT REQUIRED. 88410 6000 1496 50 0 88410 6000 1496 50 7546 80864 WI 1 0 1 0 1.00000 MARCUS BUCHHOLZ 615 EAST AVENUE N LA CROSSE WI 54601 0 MARCUS BUCHHOLZ IN CHARGE OF FILING ALL NECESSARY REPORTS WITH THE STATE OF WISCONSIN. X 0 1 UNIVERSITY OF WISCONSIN LA CROSSE 1725 STATE STREET LA CROSSE WI 54601 391085963 501(C)(3) 951485 0 TRANSFERING RESTRICTED DONATIONS FROM OUR BANK ACCOUNTS TO THE UNIVERSITY FOR USE BY THE DEPARTMENTS OR PROGRAMS. WISCONSIN INTERSCHOLASTIC ATHLETIC ASSOC 5516 VERN HOLMES DRIVE STEVENS POINT WI 54482 390886387 501(C)(3) 10000 0 STATE TRACK MEET CONTRACTUAL OBLIGATION 2 0 SCHOLARSHIPS PAID TO STUDENTS OF THE UNIVERSITY OF WISCONSIN-LA CROSSE AND OTHER UNIVERSITIES 1059 780847 OTHER ASSISTANCE TO INDIVIDUALS 60 14087 PART I, LINE 2: SCHOLARSHIPS ARE MONITORED BY VARIOUS SCHOLARSHIP COMMITTEES AND THEY ABIDE BY THE OBJECTIVE CRITERIA ESTABLISHED BY THIS ORGANIZATION. THE SCHOLARSHIP COMMITTEES ARE RESPONSIBLE FOR VERIFYING APPLICANT QUALIFICATIONS. X 2 1700 APPRAISAL X 700 THRIFT SHOP VALUE X RAFFLE & SILENT AUCTION PRIZES 47 3123 COST X GYM EQUIPMENT 1 2200 COST 0 0 0 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS IN PART I, COLUMN (B). FORM 990, PART VI, SECTION A, LINE 8B THE COMMITTEES MEET AND THEN VOTE TO HAVE THE ITEMS APPROVED OR DISAPPROVED BY THE FULL BOARD. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 WAS REVIEWED/APPROVED BY THE CHAIR OF THE AUDIT COMMITTEE OF THE UNIVERSITY OF WISCONSIN-LA CROSSE FOUNDATION. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS ARE ASKED TO FILL OUT A CONFLICT OF INTEREST STATEMENT. IF THERE IS A CONFLICT, THE DIRECTORS RECUSE THEMSELVES FROM PARTICIPATION ON SUCH ISSUES. THE BOARD OF DIRECTORS ARE RESPONSIBLE FOR REVIEWING ANY POTENTIAL CONFLICTS. THE FOUNDATION REQUIRES ANNUAL REVIEW AND SIGN OFF OF THE CONFLICT OF INTEREST POLICY, BY ALL BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION ADJUSTMENTS ARE EVALUATED BY THE PRESIDENT OF THE FOUNDATION BASED ON COMPARABLE DATA OBTAINED AND REVIEWED TO ENSURE PAY IS REASONABLE. ONCE APPROVED BY THE PRESIDENT, ALL COMPENSATION ADJUSTMENTS ARE DISCUSSED AT THE BOARD LEVEL AND ALL DECISIONS ARE MADE BY THOSE WITHOUT CONFLICT AND ARE DOCUMENTED IN THE EMPLOYEE FILE. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G FEES FOR SERVICE NON-EMPLOYEE: PROGRAM SERVICE EXPENSES 59,675. MANAGEMENT AND GENERAL EXPENSES 98,698. FUNDRAISING EXPENSES 21,642. TOTAL EXPENSES 180,015. FEES FOR SERVICE NON-EMPLOYEE - EMPLOYEE BENEFITS: PROGRAM SERVICE EXPENSES 22,160. MANAGEMENT AND GENERAL EXPENSES 47,031. FUNDRAISING EXPENSES 9,865. TOTAL EXPENSES 79,056. FEES FOR SERVICE NON-EMPLOYEE - PAYROLL TAXES: PROGRAM SERVICE EXPENSES 4,565. MANAGEMENT AND GENERAL EXPENSES 7,551. FUNDRAISING EXPENSES 1,656. TOTAL EXPENSES 13,772. 10. FORM 990, PART XII, LINE 2C: ORGANIZATION MAINTAINS AN AUDIT COMMITTEE THAT OVERSEES THE AUDIT PROCESS. THIS PROCESS HAS NOT CHANGED FROM THE PREVIOUS YEAR.