UW-PLATTEVILLE FOUNDATION INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- UW-PLATTEVILLE FOUNDATION INC (EIN 39-6051705)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-04-19
- IRS object ID
- 202401109349301450
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-04-19T11:25:35-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8215 GREENWAY BOULEVARD SUITE 600 | AddressLine1Txt |
| City | MIDDLETON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53562 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 396051705 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE UW - PLATTEVILLE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UW-P | BusinessNameControlTxt |
| Phone | 6083421242 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ULLSVIK HALL 1 UNIVERSITY PLAZA | AddressLine1Txt |
| City | PLATTEVILLE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53818 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STACIA STEPHENSON | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 6083421242 | PhoneNum |
| Signature | 2024-04-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | STACIA | PersonFirstNm |
| Person Last | STEPHENSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KIMBERLY ANDERSON CPA | PreparerPersonNm |
| PTIN | P00188889 | PTIN |
| Phone | 6086628600 | PhoneNum |
| Preparation | 2024-04-17 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | STACIA STEPHENSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ULLSVIK HALL 1 UNIVERSITY PLAZA | AddressLine1Txt |
| City | PLATTEVILLE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53818 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $9,285,645 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UWPLATT.EDU/FOUNDATION | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1948 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | THE UW - PLATTEVILLE FOUNDATION, INC. EXISTS EXCLUSIVELY FOR THE BENEFIT OF THE UNIVERSITY OF WISCONSIN - PLATTEVILLE. ITS SPECIFIC ROLE IS TO PROVIDE SUPPLEMENTAL FUNDS TO AID UW-PLATTEVILLE IN FULFILLING ITS MISSION SUCCESSFULLY. THE FOUNDATION IS INVOLVED IN FUNDRAISING, FUND MANAGEMENT, AND FUND DISBURSEMENT. | ActivityOrMissionDesc |
| Voting Members Governing Body | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 24 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 24 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $14,706,512 | PYContributionsGrantsAmt |
| CY Contributions Grants | $8,009,565 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,149,127 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,227,245 | CYInvestmentIncomeAmt |
| PY Other Revenue | $45,560 | PYOtherRevenueAmt |
| CY Other Revenue | -$6,591 | CYOtherRevenueAmt |
| PY Total Revenue | $15,901,199 | PYTotalRevenueAmt |
| CY Total Revenue | $9,230,219 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,127,192 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $4,422,956 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $67,592 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $70,977 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $424,913 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $831,722 | PYOtherExpensesAmt |
| CY Other Expenses | $850,329 | CYOtherExpensesAmt |
| PY Total Expenses | $4,026,506 | PYTotalExpensesAmt |
| CY Total Expenses | $5,344,262 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $11,874,693 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,885,957 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $49,794,094 | TotalAssetsBOYAmt |
| Total Assets EOY | $56,102,024 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $616,169 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $326,311 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $49,177,925 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $55,775,713 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE UW-PLATTEVILLE FOUNDATION, INC EXISTS EXCLUSIVELY FOR THE BENEFIT OF THE UNIVERSITY OF WISCONSIN - PLATTEVILLE. ITS SPECIFIC ROLE IS TO PROVIDE SUPPLEMENTAL FUNDS TO AID UW-PLATTEVILLE IN FULFILLING ITS MISSION SUCCESSFULLY. THE FOUNDATION IS INVOLVED IN FUND RAISING, FUND MANAGEMENT, AND FUND DISBURSEMENT. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,437,188 | ExpenseAmt |
| Grant | $4,422,956 | GrantAmt |
| Desc | ENDOWMENT FUND - GRANT SCHOLARSHIPS AND PROVIDE OTHER SERVICES TO THE UNIVERSITY OF WISCONSIN - PLATTEVILLE. | Desc |
| Total Program Service Expenses | $4,437,188 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 12 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 24 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 24 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MOLLY PARRISH | PersonNm |
| Phone | 6083427581 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1516 ULLSVIK HALL 1 UNIVERSITY | AddressLine1Txt |
| City | PLATTEVILLE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53818 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| JOSEPH DENK | |||||||
| FOUNDATION CHAIR | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KRISTEN CADMAN | |||||||
| VICE CHAIR AND APPROPRIATION COMMITTEE CHAIR | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MARGARET KEEHN | |||||||
| FOUNDATION TREASURER | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ANN MOYER | |||||||
| FOUNDATION BOARD SECRETARY | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| RONALD MEISSEN | |||||||
| DEVELOPMENT COMMITTEE CHAIR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| TORI ERICKSON | |||||||
| MEMBERSHIP AND ORIENTATION COMMITTEE CHAIR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DARIN PAULS | |||||||
| STRATEGIC PLANNING AND REVIEW COMMITTEE CHAIR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| SCOTT S BAUMGARTNER | |||||||
| SUBSIDIARY OVERSIGHT COMMITTEE CHAIR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MARY WAGNER | |||||||
| AUDIT AND COMPLIANCE COMMITTEE CHAIR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| CHUCK BROKOPP | |||||||
| BOARD OF DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DOUG BUHLER | |||||||
| BOARD OF DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| RICHARD BURGERMEISTER | |||||||
| BOARD OF DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| TIM HARDYMAN | |||||||
| BOARD OF DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JEFF INGEBRITSEN | |||||||
| BOARD OF DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JERRY KOBISKE | |||||||
| BOARD OF DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| TOM KOSER | |||||||
| BOARD OF DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| RICK LENZ | |||||||
| BOARD OF DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| GREG LOEK | |||||||
| BOARD OF DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID MURPHY | |||||||
| BOARD OF DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JIM RYAN | |||||||
| BOARD OF DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DION SHAW | |||||||
| BOARD OF DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DAN SMITH | |||||||
| BOARD OF DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ELLEN ULLSVIK | |||||||
| BOARD OF DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| CAROL WEBER | |||||||
| BOARD OF DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JOSHUA BOOTS | |||||||
| EXECUTIVE DIRECTOR | 2.00 | 40.00 | Yes (X) | $156,000 | $0 | $35,556 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $156,000 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $35,556 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | Yes (1) | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BLACKBAUD | |||||
| PO BOX 830413 | PHILADELPHIA | PA | 19182 | SOFTWARE SERVICES & CLOUD HOSTING | $139,910 |
| FIDUCIENT ADVISORS LLC | |||||
| 500 W MADISON ST STE 1700 | CHICAGO | IL | 60661 | INVESTMENT MANAGEMENT FEES | $116,923 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $55,876 | FundraisingAmt |
| All Other Contributions | $7,953,689 | AllOtherContributionsAmt |
| Noncash Contributions | $728,954 | NoncashContributionsAmt |
| Total Contributions | $8,009,565 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,227,221 | TotalRevenueColumnAmt |
| Exclusion | $1,227,221 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $24 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $24 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $24 | TotalRevenueColumnAmt |
| Exclusion | $24 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $45,619 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $55,876 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $51,277 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$5,658 | TotalRevenueColumnAmt |
| Exclusion | -$5,658 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $9,119 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $4,149 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,970 | TotalRevenueColumnAmt |
| Exclusion | $4,970 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LIFE INSURANCE ADJUSTMENT | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | -$5,903 | TotalRevenueColumnAmt |
| Exclusion | -$5,903 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | -$5,903 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,230,219 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,220,654 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,776,576 | TotalAmt |
| Program Services | $2,776,576 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,646,380 | TotalAmt |
| Program Services | $1,646,380 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,977 | TotalAmt |
| Fundraising | $70,977 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,485 | TotalAmt |
| Management And General | $35,485 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $116,923 | TotalAmt |
| Management And General | $116,923 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,008 | TotalAmt |
| Management And General | $1,038 | ManagementAndGeneralAmt |
| Fundraising | $10,970 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $462 | TotalAmt |
| Fundraising | $462 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $165,382 | TotalAmt |
| Management And General | $200 | ManagementAndGeneralAmt |
| Fundraising | $165,182 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $114,063 | TotalAmt |
| Management And General | $85,705 | ManagementAndGeneralAmt |
| Fundraising | $28,358 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,125 | TotalAmt |
| Management And General | $33,562 | ManagementAndGeneralAmt |
| Fundraising | $1,563 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,244 | TotalAmt |
| Management And General | $991 | ManagementAndGeneralAmt |
| Fundraising | $34,253 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,662 | TotalAmt |
| Fundraising | $3,662 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,810 | TotalAmt |
| Management And General | $3,810 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|---|
| HOSTING & ENTERTAINMENT | $79,179 | $167 | $79,012 | |
| PROGRAM SUPPORT | $28,397 | $14,165 | $14,232 | |
| DUES & SUBSCRIPTIONS | $16,487 | $178 | $16,309 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $204,102 | TotalAmt |
| Management And General | $204,102 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,344,262 | TotalAmt |
| Program Services | $4,437,188 | ProgramServicesAmt |
| Management And General | $482,161 | ManagementAndGeneralAmt |
| Fundraising | $424,913 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $402,738 | BOYAmt |
| EOY | $1,612,361 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $839,425 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,459,025 | BOYAmt |
| EOY | $6,324,043 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,099 | BOYAmt |
| EOY | $4,279 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,454 | BOYAmt |
| EOY | $99,230 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $248,633 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $248,633 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,639,516 | BOYAmt |
| EOY | $45,600,477 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,405,837 | BOYAmt |
| EOY | $2,461,634 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,794,094 | BOYAmt |
| EOY | $56,102,024 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $616,169 | BOYAmt |
| EOY | $326,311 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $616,169 | BOYAmt |
| EOY | $326,311 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$280,348 | BOYAmt |
| EOY | -$25,618 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,458,273 | BOYAmt |
| EOY | $55,801,331 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,177,925 | BOYAmt |
| EOY | $55,775,713 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,794,094 | BOYAmt |
| EOY | $56,102,024 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $3,885,957 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,711,831 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Organization | Yes (X) | CollegeOrganizationInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,403,242 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,166,798 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,163,302 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,706,512 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,009,565 | CurrentTaxYearAmt |
| Total | $35,449,419 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $890,068 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $704,580 | CurrentTaxYearAmt |
| Total | $1,594,648 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,403,242 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,166,798 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,163,302 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,596,580 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,714,145 | CurrentTaxYearAmt |
| Total | $37,044,067 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,763,928 | SubstantialContributorsTotAmt |
| Public Support Total170 | $33,280,139 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $873,889 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $920,463 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $856,407 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,149,127 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,227,221 | CurrentTaxYearAmt |
| Total | $5,027,107 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $5,768 | CurrentTaxYearMinus1YearAmt |
| Total | $5,768 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $61,746 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $68,121 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $137,508 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $39,792 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | -$5,903 | CurrentTaxYearAmt |
| Total | $301,264 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $42,378,206 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $251,935 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.78530 | PublicSupportCY170Pct |
| Public Support PY170 | 0.82440 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | GAMING ACTIVITIES - 2020 AMOUNT: $ 1,085. MISC REVENUE - 2018 AMOUNT: $ 61,746. 2019 AMOUNT: $ 68,121. 2020 AMOUNT: $ 131,816. 2021 AMOUNT: $ 39,792. 2022 AMOUNT: $ -5,903. T-SHIRT AND MASK SALES - 2020 AMOUNT: $ 4,607. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $40,929,122 | BeginningYearBalanceAmt |
| Contributions | $6,161,639 | ContributionsAmt |
| Investment Earnings Or Losses | $3,037,445 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $991,792 | OtherExpendituresAmt |
| End Year Balance | $49,136,414 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $36,649,967 | BeginningYearBalanceAmt |
| Contributions | $10,328,080 | ContributionsAmt |
| Investment Earnings Or Losses | -$5,200,208 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $848,717 | OtherExpendituresAmt |
| End Year Balance | $40,929,122 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $26,546,768 | BeginningYearBalanceAmt |
| Contributions | $2,643,415 | ContributionsAmt |
| Investment Earnings Or Losses | $8,039,574 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $579,790 | OtherExpendituresAmt |
| End Year Balance | $36,649,967 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $25,812,617 | BeginningYearBalanceAmt |
| Contributions | $2,518,702 | ContributionsAmt |
| Investment Earnings Or Losses | -$443,739 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,340,812 | OtherExpendituresAmt |
| End Year Balance | $26,546,768 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $24,136,120 | BeginningYearBalanceAmt |
| Contributions | $749,803 | ContributionsAmt |
| Investment Earnings Or Losses | $1,047,450 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $120,756 | OtherExpendituresAmt |
| End Year Balance | $25,812,617 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.05065 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.82757 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.12178 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $248,633 | OtherCostOrOtherBasisAmt |
| Depreciation | $248,633 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE UW-PLATTEVILLE FOUNDATION'S ENDOWMENTS CONSIST OF 547 FUNDS ESTABLISHED TO SUPPORT A VARIETY OF SCHOLARSHIPS AND DEVELOPMENT ACTIVITIES AT UW-PLATTEVILLE. |
| PART X, LINE 2: | THE UNIVERSITY OF WISCONSIN - PLATTEVILLE FOUNDATION, INC. IS AN EXEMPT CHARITY UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND THEREFORE IS NOT SUBJECT TO FEDERAL OR STATE INCOME TAX. THE FOUNDATION IS SUBJECT TO INCOME TAX REGULATIONS IN THE UNITED STATES FEDERAL JURISDICTION AND IN THE STATE OF WISCONSIN. TAX REGULATIONS WITHIN EACH JURISDICTION ARE SUBJECT TO INTERPRETATION OF THE RELATED TAX LAWS AND REGULATIONS AND REQUIRE SIGNIFICANT JUDGMENT TO APPLY. THE FOUNDATION MUST RECOGNIZE THE TAX BENEFITS ASSOCIATED WITH TAX POSITIONS TAKEN FOR TAX RETURN PURPOSES WHEN IT IS MORE-LIKELY-THAN-NOT THE POSITION WILL BE SUSTAINED. THE FOUNDATION DOES NOT BELIEVE THERE ARE ANY MATERIAL UNCERTAIN TAX POSITIONS AND, ACCORDINGLY, IT DID NOT RECOGNIZE ANY LIABILITY FOR UNRECOGNIZED TAX BENEFITS. FOR THE YEARS ENDING JUNE 30, 2023 AND 2022, THERE WERE NO INTEREST OR PENALTIES RECORDED OR INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | BILSA ALUMNI GOLF OUTING | Event1Nm |
| Gross Receipts Event1 | $23,335 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $8,000 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $15,335 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $4,919 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $10,800 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $935 | OtherDirectExpensesEvent1Amt |
| Event2 | BARRY ELLIS GOLF OUTING | Event2Nm |
| Gross Receipts Event2 | $20,500 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $14,380 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $6,120 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $1,250 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $680 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $1,610 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $47 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 6 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $56,890 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $32,726 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $24,164 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $5,468 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $7,000 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $18,245 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $323 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $100,725 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $55,106 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $45,619 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $6,718 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $12,599 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $30,655 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $1,305 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $51,277 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$5,658 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF WISCONSIN-PLATTEVILLE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 UNIVERSITY PLAZA | AddressLine1Txt |
| City | PLATTEVILLE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53818 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 391805963 | RecipientEIN |
| IRC Section | GOVERNMENT | IRCSectionDesc |
| Cash Grant | $2,776,576 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | UNIVERSITY PROGRAMS | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | UNIVERSITY OF WISCONSIN-PLATTEVILLE SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 1307 | RecipientCnt |
| Cash Grant | $1,646,380 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION PROVIDES THE AMOUNT AVAILABLE AND THE CRITERIA FOR AWARDING. FOUNDATION UTILIZES BLACKBAUD AWARD MANAGEMENT SOFTWARE THAT MATCHES APPLICANTS TO CRITERIA. APPLICANTS ARE BLIND REVIEWED TO AVOID PARTISAN SELECTION. THE SOFTWARE TRACKS APPLICATIONS AND AWARDING BY COMMITTEES. THE UNIVERSITY PAYS THE EXPENSES, THEN PROVIDES THE FOUNDATION WITH DOCUMENTATION AND PURPOSE TO SHOW CRITERIA HAD BEEN MET. THE FOUNDATION REIMBURSES THE UNIVERSITY FROM THE APPROPRIATE FUND ONCE ALL DOCUMENTATION IS APPROVED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSHUA BOOTS | PersonNm |
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Base Compensation Filing Org | $156,000 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $15,658 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $19,898 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $191,556 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, PART VII, SECTION A, LINE 5 | FormAndLineReferenceDesc |
| Explanation | JOSHUA BOOTS, EXECUTIVE DIRECTOR IS AN EMPLOYEE OF THE UNIVERSITY OF WISCONSIN-PLATTEVILLE, AN UNRELATED ORGANIZATION. JOSHUA'S TOTAL 2022 CALENDAR YEAR COMPENSATION PAID BY THE UNIVERSITY IS $191,556. | ExplanationTxt |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $4,999 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $770 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $682,266 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (5 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | TELEHANDLER | 1 | $28,000 | FAIR MARKET VALUE |
| Yes (X) | MILWAUKEE TOOLS | 1 | $7,949 | FAIR MARKET VALUE |
| Yes (X) | GOLF TEAM HOSPITALITY | 1 | $3,000 | FAIR MARKET VALUE |
| Yes (X) | POWERWORLD SIMULATOR | 1 | $1,650 | FAIR MARKET VALUE |
| Yes (X) | 16 HANDMADE QUILTS | 1 | $320 | FAIR MARKET VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | NUMBER OF CONTRIBUTORS | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | EACH COMMITTEE HAS AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. COMMITTEES ARE AUDIT AND COMPLIANCE, FINANCE AND INVESTMENT AND EXECUTIVE. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE RETURN IS PRESENTED TO THE BOARD VIA EMAIL OR PART OF A PACKET FOR THE NEXT BOARD MEETING. |
| FORM 990, PART VI, SECTION B, LINE 12C | BOARD MEMBERS ARE REQUIRED TO COMPLETE DISCLOSURE STATEMENTS ANNUALLY. STATEMENT IS THEN REVIEWED BY THE BOARD OFFICERS ANNUALLY. |
| FORM 990, PART VI, SECTION B, LINE 15 | OFFICERS AND OTHER BOARD MEMBERS ARE NOT COMPENSATED. THE EXECUTIVE DIRECTOR AND CFO ARE NOT PAID BY UW PLATTEVILLE FOUNDATION BUT RATHER BY THE UNIVERSITY OF WISCONSIN - PLATTEVILLE. THEIR SERVICES ARE A GIFT IN KIND FROM THE UNIVERSITY. COMPENSATION IS DETERMINED VIA THE UNIVERSITY AND THE STATE OF WISCONSIN PROCESSES AND POLICIES. |
| FORM 990, PART VI, SECTION C, LINE 19 | COPIES OF FINANCIAL STATEMENTS, GOVERNING DOCUMENTS AND THE CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UW-PLATTEVILLE REAL ESTATE FOUNDATION INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 190 MARKET STREET | AddressLine1Txt |
| City | PLATTEVILLE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53818 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 352396254 | EIN |
| Primary Activities | REAL ESTATE DEALINGS FOR THE EXCLUSIVE BENEFIT OF UW-PLATTEVILLE | PrimaryActivitiesTxt |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 509(A)(3) | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF WISCONSIN - PLATTEVILLE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |