UW-WHITEWATER FOUNDATION INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- UW-WHITEWATER FOUNDATION INC (EIN 39-6081189)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-04-08
- IRS object ID
- 202440999349300719
- 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 F
- Schedule G
- Schedule I
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-04-08T10:01:56-05:00 | 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 | 396081189 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UW-WHITEWATER FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UW-W | BusinessNameControlTxt |
| Phone | 2624721105 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 WEST MAIN STREET | AddressLine1Txt |
| City | WHITEWATER | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 531901790 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LINDA DRUETZLER | PersonNm |
| Person Title | DIRECTOR OF FINANCE | PersonTitleTxt |
| Phone | 2624721105 | PhoneNum |
| Signature | 2024-04-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LINDA | PersonFirstNm |
| Person Last | DRUETZLER | 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 | 2024-04-04 | 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 | LINDA DRUETZLER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 WEST MAIN STREET | AddressLine1Txt |
| City | WHITEWATER | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 531901790 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $8,305,625 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UWW.EDU/FOUNDATION | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1962 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | INSPIRING PHILANTHROPIC SUPPORT FOR THE UNIVERSITY OF WISCONSIN-WHITEWATER | ActivityOrMissionDesc |
| Voting Members Governing Body | 22 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 22 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 34 | TotalVolunteersCnt |
| Total Gross UBI | $1,874 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,437,625 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,626,882 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $93,150 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $29,619 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,498,189 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,198,977 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$674 | PYOtherRevenueAmt |
| CY Other Revenue | $790 | CYOtherRevenueAmt |
| PY Total Revenue | $7,028,290 | PYTotalRevenueAmt |
| CY Total Revenue | $4,856,268 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,579,955 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,518,790 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $454,531 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $520,736 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $138,618 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,320,277 | PYOtherExpensesAmt |
| CY Other Expenses | $1,697,085 | CYOtherExpensesAmt |
| PY Total Expenses | $3,354,763 | PYTotalExpensesAmt |
| CY Total Expenses | $3,736,611 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,673,527 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,119,657 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $41,348,285 | TotalAssetsBOYAmt |
| Total Assets EOY | $44,708,213 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $176,031 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $155,371 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $41,172,254 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $44,552,842 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE UW-WHITEWATER FOUNDATION ENCOURAGES, ENABLES AND CELEBRATES PHILANTHROPY WITH THOSE WHO CARE ABOUT THE UNIVERSITY AND WHO PROVIDE A PERPETUAL SOURCE OF SUPPORT FOR THE UNIVERSITY'S STUDENTS, FACULTY AND PROGRAMS. WE DO THIS THROUGH PARTNERSHIPS WITH DONORS, ACTIVITIES TO ENGAGE ALUMNI AND OTHER CONSTITUENTS AND THE STEWARDSHIP OF RESOURCES UNDER MANAGEMENT BY THE FOUNDATION. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,231,261 | ExpenseAmt |
| Grant | $1,231,261 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | SCHOLARSHIPS: THROUGH ENDOWMENTS AND ANNUAL SUPPORT FUNDS, THE FOUNDATION SUPPORTS OVER 400 SCHOLARSHIPS EACH YEAR TO STUDENTS | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $652,133 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $29,619 | RevenueAmt |
| Desc | STUDENT AND FACULTY DEVELOPMENT - THROUGH ENDOWMENTS AND ANNUAL SUPPORT FUNDS, THE FOUNDATION SUPPORTS THE RESEARCH, TEACHING AND SERVICE ACTIVITIES AND DEPARTMENT INITIATIVES OF THE UW-WHITEWATER FACULTY AND OFFERS VARIOUS AWARDS TO STUDENTS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $584,206 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | ATHLETIC - UW-WHITEWATER ENCOURAGES STUDENT-ATHLETES ON THE PLAYING FIELD AND IN THE CLASSROOM. STUDENTS PARTICIPATE IN 20 VARSITY SPORTS AND DONORS HAVE THE OPPORTUNITY TO FINANCIALLY SUPPORT ATHLETIC PROGRAMS THROUGH DONATIONS TO THE FOUNDATION. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (3 entries)
| ExpenseExpenseAmt | GrantGrantAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|---|
| $39,064 | $0 | $1,500 | ALUMNI - THE FOUNDATION PROVIDES FUNDS FOR ALUMNI ENGAGEMENT ACTIVITIES ON-CAMPUS AND AT VARIOUS CITIES THROUGHOUT THE COUNTRY WHERE CONCENTRATIONS OF ALUMNI LIVE AND WORK. THIS ACTIVITY IS SUPPORTED BY A COMPREHENSIVE COMMUNICATION PLAN THAT AIMS TO KEEP ALUMNI INFORMED OF THE HAPPENINGS AT THEIR ALMA MATER. |
| $356,001 | $270,985 | $0 | SPECIAL PURPOSE - THE FOUNDATION MAINTAINS FUNDS FOR A VARIETY OF PROJECTS THROUGHOUT CAMPUS. DONORS HAVE DISCRETION TO SUPPORT THOSE AREAS OF THE UNIVERSITY THAT ARE MOST RELEVANT TO THEIR PHILANTHROPIC GOALS. |
| $16,544 | $16,544 | GIFTS IN-KIND: THE FOUNDATION GIFTS WORKS OF ART AND/OR CLASSROOM MATERIALS AND EQUIPMENT TO THE UNIVERSITY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $411,609 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $287,529 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $1,500 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $2,879,209 | 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 | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | 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 | 0 | 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 | Yes (1) | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 6 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | EI | ForeignCountryCd |
| 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 | 22 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 22 | 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 | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LINDA DRUETZLER | PersonNm |
| Phone | 2624721105 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 W MAIN STREET | AddressLine1Txt |
| City | WHITEWATER | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53190 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (30 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| SANDY DUNST | ||||||
| VICE CHAIR/PRESIDENT | 10.00 | Yes (X) | Yes (X) | $36,692 | $0 | $6,009 |
| TIMOTHY HYLAND | ||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JOSEPH FROHNA | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JULIE ANDING | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SALLY BEAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STEVE BURROWS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DIANE PILLARD | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHERI COPE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RAYMOND ANILIONIS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BILL GOODMAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHARLES HEINRICH | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SYDNEY NELSON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RAYMOND JACOBSEN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RONALD JADIN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JANAY ALSTON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BARBARA KREISMAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LORI LORENZ | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| YOLANDA MCGOWAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JILL SCHMIDT-PESKE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DR RICHARD TELFER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SUZANNE VAN GALDER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BARRY BRANDT | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SEAN WAYNE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| COREY KING | ||||||
| CHANCELLOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| JIM HENDERSON | ||||||
| INTERIM CHANCELLOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| JOHN CHENOWETH | ||||||
| INTERIM CHANCELLOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| KATHLEEN KUZNACIC | ||||||
| VICE CHANCELLOR/PRESIDENT | 10.00 | Yes (X) | $0 | $0 | $0 | |
| LINDA DRUETZLER | ||||||
| CFO | 40.00 | Yes (X) | $6,923 | $0 | $2,396 | |
| DEBRA PETRASEK | ||||||
| CFO | 30.00 | Yes (X) | $110,172 | $0 | $34,451 | |
| LAUREEN MILLER | ||||||
| COO | 20.00 | Yes (X) | $32,880 | $0 | $13,675 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $186,667 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $56,531 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $47,861 | FundraisingAmt |
| All Other Contributions | $3,579,021 | AllOtherContributionsAmt |
| Noncash Contributions | $117,226 | NoncashContributionsAmt |
| Total Contributions | $3,626,882 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNIVERITY ORGANIZATION PROGRAMS | Desc |
| Business | 611600 | BusinessCd |
| Total Revenue Column | $29,619 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $29,619 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $29,619 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $777,594 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $1,874 | UnrelatedBusinessRevenueAmt |
| Exclusion | $775,720 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,830,775 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,409,392 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $421,383 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $421,383 | TotalRevenueColumnAmt |
| Exclusion | $421,383 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $39,255 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $47,861 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $39,965 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$710 | TotalRevenueColumnAmt |
| Exclusion | -$710 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $1,500 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,500 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,500 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,856,268 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $31,119 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,874 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,196,393 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $287,529 | TotalAmt |
| Program Services | $287,529 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,231,261 | TotalAmt |
| Program Services | $1,231,261 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $259,573 | TotalAmt |
| Management And General | $259,573 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $153,565 | TotalAmt |
| Management And General | $119,319 | ManagementAndGeneralAmt |
| Fundraising | $34,246 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,598 | TotalAmt |
| Management And General | $92,218 | ManagementAndGeneralAmt |
| Fundraising | $15,380 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,955 | TotalAmt |
| Management And General | $1,955 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,888 | TotalAmt |
| Management And General | $41,888 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $108,192 | TotalAmt |
| Management And General | $108,192 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,952 | TotalAmt |
| Management And General | $6,244 | ManagementAndGeneralAmt |
| Fundraising | $53,708 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,329 | TotalAmt |
| Management And General | $64,329 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,040 | TotalAmt |
| Management And General | $5,040 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,590 | TotalAmt |
| Management And General | $259 | ManagementAndGeneralAmt |
| Fundraising | $27,331 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,140 | TotalAmt |
| Management And General | $4,140 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,470 | TotalAmt |
| Management And General | $1,470 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,475 | TotalAmt |
| Management And General | $4,475 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,206 | TotalAmt |
| Management And General | $8,206 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| STUDENT AND FACULTY DEV | $652,133 | $652,133 |
| ATHLETICS | $584,204 | $584,204 |
| UNIVERSITY ORGANIZATION | $85,017 | $85,017 |
| ALUMNI | $39,065 | $39,065 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,429 | TotalAmt |
| Management And General | $1,476 | ManagementAndGeneralAmt |
| Fundraising | $7,953 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,736,611 | TotalAmt |
| Program Services | $2,879,209 | ProgramServicesAmt |
| Management And General | $718,784 | ManagementAndGeneralAmt |
| Fundraising | $138,618 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,749,042 | BOYAmt |
| EOY | $1,953,829 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,142 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,740,876 | BOYAmt |
| EOY | $3,728,616 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $9,000 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,189 | BOYAmt |
| EOY | $28,282 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $89,491 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $8,949 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,016 | BOYAmt |
| EOY | $80,542 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,908,914 | BOYAmt |
| EOY | $36,959,945 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,823,106 | BOYAmt |
| EOY | $1,947,999 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,348,285 | BOYAmt |
| EOY | $44,708,213 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $121,942 | BOYAmt |
| EOY | $101,282 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,089 | BOYAmt |
| EOY | $54,089 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $176,031 | BOYAmt |
| EOY | $155,371 | 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 | -$1,156,799 | BOYAmt |
| EOY | -$920,701 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,329,053 | BOYAmt |
| EOY | $45,473,543 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,172,254 | BOYAmt |
| EOY | $44,552,842 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,348,285 | BOYAmt |
| EOY | $44,708,213 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,119,657 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,139,244 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $121,687 | 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 | $2,713,589 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,274,813 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,838,584 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,437,625 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,626,882 | CurrentTaxYearAmt |
| Total | $17,891,493 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,713,589 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,274,813 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,838,584 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,437,625 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,626,882 | CurrentTaxYearAmt |
| Total | $17,891,493 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $562,704 | SubstantialContributorsTotAmt |
| Public Support Total170 | $17,328,789 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $827,081 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $690,083 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $536,826 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,364,940 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $775,720 | CurrentTaxYearAmt |
| Total | $4,194,650 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $2,757 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $456 | CurrentTaxYearMinus1YearAmt |
| Total | $3,213 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $61,405 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $27,980 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,899 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $280 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,500 | CurrentTaxYearAmt |
| Total | $93,064 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $22,182,420 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $426,729 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.78120 | PublicSupportCY170Pct |
| Public Support PY170 | 0.77410 | 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 | OTHER INCOME - 2018 AMOUNT: $ 61,405. 2019 AMOUNT: $ 27,980. 2020 AMOUNT: $ 1,899. 2021 AMOUNT: $ 280. 2022 AMOUNT: $ 1,500. | 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 | $31,638,866 | BeginningYearBalanceAmt |
| Contributions | $1,983,213 | ContributionsAmt |
| Investment Earnings Or Losses | $3,077,375 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,538,056 | OtherExpendituresAmt |
| End Year Balance | $35,161,398 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $36,382,760 | BeginningYearBalanceAmt |
| Contributions | $1,335,833 | ContributionsAmt |
| Investment Earnings Or Losses | -$4,866,220 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,213,507 | OtherExpendituresAmt |
| End Year Balance | $31,638,866 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $26,266,447 | BeginningYearBalanceAmt |
| Contributions | $1,895,147 | ContributionsAmt |
| Investment Earnings Or Losses | $9,401,731 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,180,565 | OtherExpendituresAmt |
| End Year Balance | $36,382,760 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $27,064,617 | BeginningYearBalanceAmt |
| Contributions | $1,152,738 | ContributionsAmt |
| Investment Earnings Or Losses | -$231,992 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,718,916 | OtherExpendituresAmt |
| End Year Balance | $26,266,447 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $26,236,225 | BeginningYearBalanceAmt |
| Contributions | $934,209 | ContributionsAmt |
| Investment Earnings Or Losses | $1,345,776 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,451,593 | OtherExpendituresAmt |
| End Year Balance | $27,064,617 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.02859 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.97141 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $89,491 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,949 | DepreciationAmt |
| Book Value | $80,542 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $80,542 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $7,049,205 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,139,244 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $161,885 | OtherRevenueAmt |
| Revenue Not Reported | $2,301,129 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,748,076 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $108,192 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $108,192 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,856,268 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,668,617 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $40,198 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $40,198 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,628,419 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $108,192 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $108,192 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,736,611 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE UW-WHITEWATER FOUNDATION'S ENDOWMENTS CONSISTS OF OVER 500 FUNDS THAT ARE ESTABLISHED TO SUPPORT A VARIETY OF SCHOLARSHIPS AND PROGRAMS AT THE UNIVERSITY OF WISCONSIN-WHITEWATER. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES INCLUDED IN INCOME 36,990. CHANGE IN LIFE INSURANCE CASH VALUE 11,198. CHANGE IN TRUST PLEDGE RECEIVABLES 113,697. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES INCLUDED IN INCOME 36,990. UNCOLLECTIBLE PLEDGES 3,208. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $1,144,280 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $1,144,280 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $1,144,280 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III ACCOUNTING METHOD: | FormAndLineReferenceDesc |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | AMA GOLF OUTING | Event1Nm |
| Gross Receipts Event1 | $15,453 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $7,535 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $7,918 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $3,540 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $3,795 | OtherDirectExpensesEvent1Amt |
| Event2 | LUCAS BURNS MEMORIAL GOLF OUTING | Event2Nm |
| Gross Receipts Event2 | $16,150 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $9,732 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $6,418 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $200 | NonCashPrizesEvent2Amt |
| Food And Beverage Event2 | $2,940 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $5,645 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 5 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $55,513 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $30,594 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $24,919 | GrossRevenueOtherEventsAmt |
| Cash Prizes Other Events | $712 | CashPrizesOtherEventsAmt |
| Non Cash Prizes Other Events | $2,975 | NonCashPrizesOtherEventsAmt |
| Food And Beverage Other Events | $7,467 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $12,691 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $87,116 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $47,861 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $39,255 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $712 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $3,175 | NonCashPrizesTotalEventsAmt |
| Food And Beverage Total Events | $13,947 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $22,131 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $39,965 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$710 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|---|---|---|---|---|
| UW-WHITEWATER UNIVERSITY | ||||||||||
| 800 W MAIN STREET | WHITEWATER | WI | 53190 | 391805963 | 501(C)(3) | $270,985 | $0 | GENERAL SUPPORT | ||
| UW-WHITEWATER UNIVERSITY | ||||||||||
| 800 W MAIN STREET | WHITEWATER | WI | 53190 | 391805963 | 501(C)(3) | $0 | $16,544 | GENERAL SUPPORT AND FUNDRAISING EVENTS. | FAIR MARKET VALUE | FOOD, TENNIS TRIP, AND USED ELECTRONIC EQUIPMENT, COMPONENTS AND INTEREST |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| SCHOLARSHIPS FOR STUDENTS ATTENDING THE UNIVERSITY OF WISCONSIN-WHITEWATER | 1063 | $1,213,914 |
| AWARDS FOR STUDENTS ATTENDING THE UNIVERSITY OF WISCONSIN-WHITEWATER | 84 | $17,347 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION DOES NOT MONITOR THE USE OF GRANT FUNDS. HOWEVER, THE GRANTS ARE DISTRIBUTED FIRST TO THE UNIVERSITY WHO THEN IN TURN DISTRIBUTES THE FUNDS AND THE UNIVERSITY ALSO MONITORS THE USE OF SUCH GRANTS. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES K CALDWELL | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | OWNS 100% VOTING INTEREST IN FIRST CITIZENS STATE BANK | RelationshipDescriptionTxt |
| Transaction | $1,000,000 | TransactionAmt |
| Transaction | JAMES IS A FORMER BOARD MEMBER WHO IS ALSO THE PRESIDENT AND 100% VOTING INTEREST OWNER OF FIRST CITIZENS STATE BANK. UW WHITEWATER FOUNDATION HAS A LINE OF CREDIT WITH FIRST CITIZENS STATE BANK. AS OF THE END OF THE YEAR, $0 WAS DRAWN AGAINST THE AVAILABLE $1,000,000. | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 7 | ContributionCnt |
| Noncash Contributions Rpt F990 | $97,907 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | PHYSICS & ELECTRONIC EQUIPMENT | 1 | $10,203 | FAIR MARKET VALUE |
| Yes (X) | TRIP FEES | 1 | $3,876 | FAIR MARKET VALUE |
| Yes (X) | AUCTION ITEMS | 10 | $2,975 | FAIR MARKET VALUE |
| Yes (X) | CATERING | 1 | $2,265 | 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 | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, COLUMN (B): | TOTAL NUMBER OF CONTRIBUTORS LISTED. |
| PART I, LINE 32B: | INVESTMENT ADVISOR FEG SELLS THE SECURITIES THAT ARE RECEVIED BY THE FOUNDATION AND GIVES THE FOUNDATION THE CASH PROCEEDS UPON SALE. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | BOARD OF DIRECTORS AND MANAGEMENT OF THE FOUNDATION REVIEW THE PUBLIC DISCLOSURE ELECTRONIC FORM 990 PRIOR TO IT BEING FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | FOUNDATION MANAGEMENT AND THE EXECUTIVE COMMITTEE ENSURE ALL NECESSARY CONFLICT OF INTEREST STATEMENTS ARE SIGNED ANNUALLY. ALL CONFLICTS ARE DISCUSSED AT THE EXECUTIVE COMMITTEE LEVEL. IT IS THE OBLIGATION OF EACH MEMBER OF THE BOARD OF DIRECTORS, OFFICERS, AND THE VARIOUS COMMITTEES, TO ABSTAIN FROM VOTING ON ANY ISSUE OR CONSIDERATION IN WHICH THAT MEMBER HAS A DIRECT OR INDIRECT VESTED INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE SALARIES FOR THE FOUNDATION PRESIDENT AND EMPLOYEES ARE SET BY UNIVERSITY GUIDELINES. NO ELECTED MEMBER OF THE BOARD OF DIRECTORS SHALL RECEIVE ANY COMPENSATION FOR THEIR SERVICES WITH THE FOUNDATION. HOWEVER, COMPENSATION FOR INTERIM OFFICER APPOINTMENTS OR REIMBURSEMENT FOR LEGITIMATE EXPENSES INCURRED AS DIRECTOR MAY BE PROVIDED. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2023. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN TRUST PLEDGE RECEIVABLE 113,697. CHANGE IN LIFE INSURANCE CASH VALUE 11,198. UNCOLLECTIBLE PLEDGES -3,208. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WARHAWK REAL ESTATE FOUNDATION LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 W MAIN STREET | AddressLine1Txt |
| City | WHITEWATER | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53190 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 273441799 | EIN |
| Primary Activities | REAL ESTATE INVESTMENT AND DEVELOPMENT | PrimaryActivitiesTxt |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Total Income | $2,553 | TotalIncomeAmt |
| End Of Year Assets | $144,738 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UW-WHITEWATER FOUNDATION | BusinessNameLine1Txt |