2025-04-17T09:19:54-05:00 2024-06-30 390758449 WIPFLI LLP 170 N RADNOR-CHESTER RD SUITE 200 RADNOR PA 19087 990 2023-07-01 391145116 UNIVERSITY OF WISCONSIN - LA CROSSE ALUMNI & FRIENDS FOUNDATION INC UNIV 6087856803 615 EAST AVENUE NORTH LA CROSSE WI 54601 ALLISON ZIEGELMAN EXEC. DIRECTOR OF DEVELOPMENT 6087856803 2025-04-11 1 1 SOLOMON MARDAKHAEV P01806552 6105653930 2025-04-11 2023 2025-03-06 01:10:19Z X ALLISON ZIEGELMAN 615 EAST AVENUE NORTH LA CROSSE WI 54601 8828815 0 X WWW.UWLAX.EDU/FOUNDATION X 1967 WI THE MISSION OF THE UNIVERSITY OF WISCONSIN - LA CROSSE ALUMNI & FRIENDS FOUNDATION, INC., AN INDEPENDENT NON-PROFIT WISCONSIN CORPORATION THAT IS QUALIFIED AS A TAX-EXEMPT PUBLIC CHARITY UNDER 501(C)(3) OF THE INTERNAL REVENUE CODE, IS TO PROMOTE THE WELFARE OF THE UNIVERSITY OF WISCONSIN-LA CROSSE THROUGH CHARITABLE AND EDUCATIONAL ACTIVITIES THAT INCLUDE ENCOURAGING, SOLICITING, RECEIVING, MANAGING AND ADMINISTERING GIFTS FROM ALUMNI, FRIENDS, BUSINESS AND OTHER ORGANIZATIONS TO SUPPORT SCHOLARSHIPS, AWARDS, GRANTS, PROJECTS AND PROGRAMS THAT ADVANCE THE MISSION OF THE UNIVERSITY. 29 29 0 30 0 0 1423999 3981559 352646 734679 295401 1513059 150336 184642 2222382 6413939 1785370 3129134 0 0 0 0 0 0 317362 516627 1240241 2301997 4369375 -79615 2044564 43503299 48516719 11478 47549 43491821 48469170 X THE MISSION OF THE UNIVERSITY OF WISCONSIN - LA CROSSE ALUMNI & FRIENDS FOUNDATION, INC., AN INDEPENDENT NON-PROFIT WISCONSIN CORPORATION THAT IS QUALIFIED AS A TAX-EXEMPT PUBLIC CHARITY UNDER 501(C)(3) OF THE INTERNAL REVENUE CODE, IS TO PROMOTE THE WELFARE OF THE UNIVERSITY OF WISCONSIN-LA CROSSE THROUGH CHARITABLE AND EDUCATIONAL ACTIVITIES THAT INCLUDE ENCOURAGING, SOLICITING, RECEIVING, MANAGING AND ADMINISTERING GIFTS FROM ALUMNI, FRIENDS, BUSINESS AND OTHER ORGANIZATIONS TO SUPPORT SCHOLARSHIPS, AWARDS, GRANTS, PROJECTS AND PROGRAMS THAT ADVANCE THE MISSION OF THE UNIVERSITY. 0 0 3526632 3129134 734679 PROVIDE GRANTS, SCHOLARSHIPS AND AWARDS FOR STUDENTS AND FACULTY OF THE UNIVERSITY OF WISCONSIN - LA CROSSE. 3526632 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 1 0 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 14 2 1 0 0 1 VI 0 0 0 0 0 0 0 0 0 0 X 29 29 0 0 1 0 0 0 0 1 0 0 0 0 1 1 1 1 1 1 1 0 WI X MARCUS BUCHHOLZ 6087856803 615 EAST AVENUE N LA CROSSE WI 54601 X TODD TAYLOR CHAIR 1.00 X X 0 0 0 LYNDA KOHLER VICE CHAIR 1.00 X X 0 0 0 JENNY KUDERER RADCLIFFE PAST CHAIR 1.00 X X 0 0 0 TIM BEHLING PAST CHAIR 1.00 X X 0 0 0 BILL COLCLOUGH TREASURER 1.00 X X 0 0 0 TERI WILCZEK SECRETARY 1.00 X X 0 0 0 JAMIE MCCLENDON AA BOARD CHAIR 1.00 X 0 0 0 SANDRA CLEARY DIRECTOR 1.00 X 0 0 0 RYAN CRAIN DIRECTOR 1.00 X 0 0 0 LAURIE DIEKHOFF DIRECTOR 1.00 X 0 0 0 DAVID HOLLNAGEL DIRECTOR 1.00 X 0 0 0 SCOTT HORNE DIRECTOR 1.00 X 0 0 0 LINDSAY JOHNSON DIRECTOR 1.00 X 0 0 0 LINDA KASTANTIN DIRECTOR 1.00 X 0 0 0 AUTUMN KLETZIEN DIRECTOR 1.00 X 0 0 0 DREW KLUGE DIRECTOR 1.00 X 0 0 0 CECILIA MANRIQUE DIRECTOR 1.00 X 0 0 0 MIKE MCGINLEY DIRECTOR 1.00 X 0 0 0 JAKE MECKSTROTH DIRECTOR 1.00 X 0 0 0 DEB MIRASOLA DIRECTOR 1.00 X 0 0 0 NEVA MOGA DIRECTOR 1.00 X 0 0 0 DONNEY MORONEY DIRECTOR 1.00 X 0 0 0 KYLE O'BRIEN DIRECTOR 1.00 X 0 0 0 BRUCE RILEY DIRECTOR 1.00 X 0 0 0 KELLY RUSCH DIRECTOR 1.00 X 0 0 0 DAVID RUSHLOW DIRECTOR 1.00 X 0 0 0 JOHN STANGLER DIRECTOR 1.00 X 0 0 0 DARRIN UTYNEK DIRECTOR 1.00 X 0 0 0 JOE ZOELLNER DIRECTOR 1.00 X 0 0 0 GREG REICHERT (NV) EX OFFICIO, PRESIDENT 1.00 X 0 0 0 0 0 0 0 0 0 0 UNIVERSITY OF WISCONSIN-LA CROSSE 1725 STATE STREET LA CROSSE WI 54601 PAYROLL SUPPORT, PARKING FEES 554232 BLACKBAUD INC 65 FAIRCHILD STREET CHARLESTON SC 29492 ACCOUNTING & DATABASE SOFTWARE 107889 2 3981559 57552 3981559 ENDOWMENT FEES 523000 734679 734679 734679 1194975 1194975 2708219 2390135 318084 318084 318084 125106 24741 100365 100365 84277 84277 84277 6413939 734679 0 1697701 X 1566272 1566272 1562862 1562862 125275 125275 871405 258316 470972 142117 8946 26 2508 6412 25391 210 1711 23470 87110 11023 76087 10027 6406 3621 FUNDRAISING EXPENSES 49957 49957 CREDIT CARD FEES 16418 12816 3602 PRINTING AND PUBLICATIO 15691 636 4163 10892 BAD DEBT EXPENSE 10045 10045 19976 219 14951 4806 4369375 3526632 525381 317362 200 200 2411936 3204364 456246 760348 111267 153461 153461 0 0 39788579 43846426 584618 295081 261720 299033 43503299 48516719 11478 47549 11478 47549 X 1770480 2529795 41721341 45939375 43491821 48469170 43503299 48516719 2044564 2902985 29800 0 X X 0 1 X 1 0 X 2496414 5355106 5281720 1423999 3981559 18538798 2496414 5355106 5281720 1423999 3981559 18538798 3760819 14777979 671466 624332 674007 480288 1194975 3645068 70511 41887 -36806 69472 184642 329706 22513572 3600841 0.65640 0.62350 X PART II, SHORT YEAR EXPLANATION FISCAL YEAR CHANGED FROM ENDING AT 12/31 TO 6/30. THERE IS A SHORT YEAR RETURN FOR THE YEAR OF 1/1/2023 TO 06/30/23. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 36719936 2346039 3112672 1106525 41072122 34702327 398525 2596948 977864 36719936 39271987 3234447 -6741774 1062333 34702327 34343989 2663246 3498985 -1234233 39271987 29950284 1305292 4095708 -1007295 34343989 0.06000 0.76000 0.18000 1 0 153461 153461 0 0 X 9221449 2902985 29800 2932785 6288664 125275 125275 6413939 4244100 0 4244100 125275 125275 4369375 PART V, LINE 4: INTENDED USES OF ENDOWMENT FUNDS ARE EXPRESSED BY DONORS WHEN GIFTS ARE MADE. THE PRIMARY USES DIRECTED BY DONORS ARE SCHOLARSHIPS AND PROGRAM SUPPORT FOR VARIOUS UNIVERSITY INITIATIVES. PART X, LINE 2: THE FOUNDATION ASSESSES THE POTENTIAL OUTCOME OF UNCERTAIN TAX POSITIONS. THE FOUNDATION'S POLICY FOR INTEREST AND PENALTIES RELATED TO INCOME TAX EXPOSURES IS TO RECOGNIZE INTEREST AND PENALTIES AS OTHER INCOME (EXPENSE) IN THE STATEMENTS OF ACTIVITIES. AS OF JUNE 30, 2024, MANAGEMENT BELIEVES THE FOUNDATION HAS NO MATERIAL UNCERTAIN TAX POSITIONS REQUIRING RECOGNITION OR MEASUREMENT. THE FEDERAL AND STATE RETURNS REMAIN OPEN TO EXAMINATION BY TAXING AUTHORITIES THROUGH THEIR STATUTORY PERIODS. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS - FRONTIER MARKET SELECT OFFSHORE FUND 255539 0 0 0 0 0 0 255539 0 255539 0 0 0 1 0 0 PART IV: LINE 4 THIS ORGANIZATION IS AN EXEMPT ENTITY AND THERE IS NO UNRELATED BUSINESS INCOME GENERATED FROM THIS INVESTMENT; THEREFORE, FORM 8621 IS NOT REQUIRED. 125106 8335 16406 0 125106 8335 16406 24741 100365 WI 1 0 1 0 1.00000 MARCUS BUCHHOLZ 615 EAST AVENUE N LA CROSSE WI 54601 0 MARCUS BUCHHOLZ IN CHARGE OF FILING ALL NECESSARY REPORTS WITH THE STATE OF WISCONSIN. X 0 1 UNIVERSITY OF WISCONSIN-LA CROSSE 1725 STATE STREET LA CROSSE WI 54601 391085963 501(C)(3) 1414525 0 TRANSFERRING RESTRICTED DONATIONS FROM BANK ACCOUNTS TO THE UNIVERSITY FOR USE BY DEPARTMENTS AND PROGRAMS CHARTWELLS DINING SERVICE 2400 YORKMONT ROAD CHARLOTTE NC 28217 561874931 C-CORP. 16252 0 DINING SERVICE BILLS PAID FROM RESTRICTED DONATIONS WISCONSIN INTERSCHOLASTIC ATHLETIC ASSOC 5516 VERN HOLMES DRIVE STEVENS POINT WI 54482 390886387 501(C)(3) 10000 0 STATE TRACK MEET CONTRACTUAL OBLIGATION THE MAIN - LACROSSE CITY VISION FOUNDATION INC 422 MAIN STREET LA CROSSE WI 54601 391794887 501(C)(3) 7200 0 WRESTLING SOCIAL EVENT SPACE RENTAL GREATER LA CROSSE AREA DIVERSITY COUNCIL 2615 EAST AVE SOUTH STE 300 LA CROSSE WI 54601 391458247 501(C)(3) 6000 0 MEMBERSHIP 4 1 SCHOLARSHIPS PAID TO STUDENTS OF THE UNIVERSITY OF WISCONSIN-LA CROSSE AND OTHER UNIVERSITIES 772 1537957 OTHER ASSISTANCE TO INDIVIDUALS 93 24905 PART I, LINE 2: SCHOLARSHIPS ARE MONITORED BY VARIOUS SCHOLARSHIP COMMITTEES AND THEY ABIDE BY THE OBJECTIVE CRITERIA ESTABLISHED BY THIS ORGANIZATION. THE SCHOLARSHIP COMMITTEES ARE RESPONSIBLE FOR VERIFYING APPLICANT QUALIFICATIONS. X 6 44857 FMV X RAFFLE & SILENT AUCTION PRIZES 81 12695 COST 0 0 0 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS IN PART I, COLUMN (B). FORM 990, PART VI, SECTION A, LINE 4 THE UNIVERSITY OF WISCONSIN - LA CROSSE FOUNDATION, INC. ACQUIRED THE UNIVERSITY OF WISCONSIN - LA CROSSE ALUMNI ASSOCIATION, EFFECTIVE JULY 1, 2023, AND AS A RESULT OF THIS TRANSACTION, CHANGED ITS NAME TO THE UNIVERSITY OF WISCONSIN - LA CROSSE ALUMNI & FRIENDS FOUNDATION, INC. FORM 990, PART VI, SECTION A, LINE 8B THE COMMITTEES MEET AND THEN VOTE TO HAVE THE ITEMS APPROVED OR DISAPPROVED BY THE FULL BOARD. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 WAS REVIEWED/APPROVED BY THE CHAIR OF THE AUDIT COMMITTEE OF THE UNIVERSITY OF WISCONSIN - LA CROSSE ALUMNI & FRIENDS FOUNDATION, INC. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS ARE ASKED TO FILL OUT A CONFLICT-OF-INTEREST STATEMENT. IF THERE IS A CONFLICT, THE DIRECTORS RECUSE THEMSELVES FROM PARTICIPATION ON SUCH ISSUES. THE BOARD OF DIRECTORS ARE RESPONSIBLE FOR REVIEWING ANY POTENTIAL CONFLICTS. THE FOUNDATION REQUIRES ANNUAL REVIEW AND SIGN OFF OF THE CONFLICT-OF-INTEREST POLICY, BY ALL BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION ADJUSTMENTS ARE EVALUATED BY THE PRESIDENT OF THE FOUNDATION BASED ON COMPARABLE DATA OBTAINED AND REVIEWED TO ENSURE PAY IS REASONABLE. ONCE APPROVED BY THE PRESIDENT, ALL COMPENSATION ADJUSTMENTS ARE DISCUSSED AT THE BOARD LEVEL AND ALL DECISIONS ARE MADE BY THOSE WITHOUT CONFLICT AND ARE DOCUMENTED IN THE EMPLOYEE FILE. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G FEES FOR SERVICE NON-EMPLOYEE SALARIES AND WAGES: PROGRAM SERVICE EXPENSES 128,891. MANAGEMENT AND GENERAL EXPENSES 308,774. FUNDRAISING EXPENSES 69,975. TOTAL EXPENSES 507,640. FEES FOR SERVICE NON-EMPLOYEE - EMPLOYEE BENEFITS: PROGRAM SERVICE EXPENSES 45,665. MANAGEMENT AND GENERAL EXPENSES 134,299. FUNDRAISING EXPENSES 30,853. TOTAL EXPENSES 210,817. FEES FOR SERVICE NON-EMPLOYEE - PAYROLL TAXES: PROGRAM SERVICE EXPENSES 9,382. MANAGEMENT AND GENERAL EXPENSES 22,605. FUNDRAISING EXPENSES 5,194. TOTAL EXPENSES 37,181. OTHER SERVICES: PROGRAM SERVICE EXPENSES 74,378. MANAGEMENT AND GENERAL EXPENSES 5,294. FUNDRAISING EXPENSES 36,095. TOTAL EXPENSES 115,767. FORM 990, PART XII, LINE 2C: ORGANIZATION MAINTAINS AN AUDIT COMMITTEE THAT OVERSEES THE AUDIT PROCESS. THIS PROCESS HAS NOT CHANGED FROM THE PREVIOUS YEAR.