2024-10-31T11:47:51-05:00 2024-06-30 390758449 WIPFLI LLP 1502 LONDON ROAD SUITE 200 DULUTH MN 55812 990 2023-07-01 396064630 UNIVERSITY OF WISCONSIN - RIVER FALLS FOUNDATION INC UNIV 7154253545 410 SOUTH THIRD STREET RIVER FALLS WI 54022 AMY ZIMMER PRESIDENT 7154253505 2024-10-30 1 1 MICHAEL J PETERSON CPA P01833529 2187224705 2024-10-30 2023 2024-10-15 13:58:12Z AMY ZIMMER 410 SOUTH THIRD STREET RIVER FALLS WI 54022 11309907 0 X WWW.UWRF.EDU/UNIVERSITY-ADVANCEMENT/FOUNDATION X 1948 WI TO BENEFIT THE UNIVERSITY OF WISCONSIN - RIVER FALLS 18 18 4 20 0 0 3815824 4310794 39633 32825 672289 792399 3483 9595 4531229 5145613 4305806 4361256 0 0 367470 390062 0 0 0 219049 243805 4892325 4995123 -361096 150490 32657932 36256122 294701 821050 32363231 35435072 X AN INDEPENDENT, NOT FOR PROFIT WISCONSIN CORPORATION, THE UWRF FOUNDATION IS ORGANIZED SOLELY FOR THE BENEFIT OF THE UNIVERSITY OF WISCONSIN-RIVER FALLS. PRIVATE GIVING TO THE FOUNDATION IS ESSENTIAL IN RAISING THE LEVEL OF EXCELLENCE AT THE UNIVERSITY. THROUGH SUPPORT OF THE UNIVERSITY'S GOALS AND OBJECTIVES, THE FOUNDATION IS COMMITTED TO ENGAGING PEOPLE WHO CARE ABOUT THE UNIVERSITY, AND WHO HAVE THE DEDICATION TO PROMOTE AND SUPPORT THE INITIATIVES OF THE UNIVERSITY. THE FOUNDATION MANAGES FUNDS ACCORDING TO THE WISHES OF THE DONORS, PROMOTES A CULTURE OF PHILANTHROPY, AND ADHERES TO THE ETHICAL AND CONSCIENTIOUS STEWARDSHIP OF ALL GIFTS. 0 0 3244292 3244292 0 SPECIAL PROJECTS FOR UNIVERSITY RELATED ACTIVITIESDISBURSEMENTS OF THIS TYPE ARE FOR PAYMENTS TO ENHANCE AND SUPPORT THE ACTIVITIES OF THE UNIVERSITY OF WISCONSIN - RIVER FALLS INCLUDING, BUT NOT LIMITED TO THE FOLLOWING: TRAVEL, AWARDS & RECOGNITION, MEMBERSHIPS, CONFERENCES, EQUIPMENT, AND CAPITAL IMPROVEMENTS. THERE ARE 272 UNIQUE FUNDS OF THIS TYPE. 1116964 1116964 0 SCHOLARSHIPS AND AWARDS -SCHOLARSHIPS ARE PAID TO STUDENTS ENROLLED AT THE UNIVERSITY OF WISCONSIN - RIVER FALLS. DONEES ARE SELECTED ON THE BASIS OF SCHOLASTIC MERIT, LEADERSHIP, ETC. INDIVIDUAL DONORS OF SCHOLARSHIPS MAY NOT SPECIFY INDIVIDUAL DONEES OF FUNDS. THERE ARE 402 ANNUALLY FUNDED AND 270 ENDOWED SCHOLARSHIP FUNDS THAT ARE FULLY FUNDED AND DISTRIBUTING SCHOLARSHIP FUNDS. TOGETHER ANNUAL AND ENDOWED SCHOLARSHIPS FUNDED 1,437 SEMESTER SCHOLARSHIPS AND THEY WERE AWARDED TO 609 STUDENTS. 4361256 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 2 0 4 1 0 0 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA CO KY MD MI MN NH NJ NV NY OH OR PA SC TN WA WI WV X AMY ZIMMER 7154253545 410 SOUTH THIRD STREET RIVER FALLS WI 54022 DIXIE CARROLL CHAIR 1.00 X X 0 0 0 DAVID DREWISKE PAST CHAIR 1.00 X X 0 0 0 MARK GHERTY PAST CHAIR (TERMED 12/2023) 1.00 X X 0 0 0 MAX NEUHAUS VICE CHAIR 1.00 X X 0 0 0 MARK FORSYTHE TREASURER 1.00 X X 0 0 0 CHRISTINE FELLING SECRETARY 1.00 X X 0 0 0 BARBARA BUTLER DIRECTOR 1.00 X 0 0 0 GARTH CHRISTENSON DIRECTOR (TERMED 12/23) 1.00 X 0 0 0 SANDY DICKE DIRECTOR 1.00 X 0 0 0 DAN DRAXLER DIRECTOR 1.00 X 0 0 0 MELISSA JOHANSEN DIRECTOR (TERMED 12/23) 1.00 X 0 0 0 SCOTT JONES DIRECTOR 1.00 X 0 0 0 DAN MCGINTY DIRECTOR 1.00 X 0 0 0 DEANNE NEZAS DIRECTOR 1.00 X 0 0 0 CHARLES PALMER DIRECTOR 1.00 X 0 0 0 BARB PRESTON BROESDER DIRECTOR 1.00 X 0 0 0 BRIDGET RUEMMELE DIRECTOR 1.00 X 0 0 0 TIM SCHNEIDER DIRECTOR 1.00 X 0 0 0 CHESTER SLIPEK DIRECTOR 1.00 X 0 0 0 DAVID STONE DIRECTOR 1.00 X 0 0 0 TERRI WILCOX DIRECTOR 1.00 X 0 0 0 AMY ZIMMER PRESIDENT 40.00 X 114669 0 34313 114669 0 34313 1 0 0 0 UNIVERSITY OF WISCONSIN RIVER FALLS 410 SOUTH THIRD STREET RIVER FALLS WI 54022 PERSONNEL SERVICES 464753 NEO ELECTRICAL SOLUTIONS LLC 2180 JACK BREAULT DRIVE HUDSON WI 54016 LABOR AND MATERIALS DAIRY PLANT RENOVATI 287982 M4 CONTROL SYSTEMS 8401 73RD AVE N SUITE 40 BROOKLYN PARK MN 55428 DAIRY PLANT PROGRAMMING & CONSULTING 283974 ELECTROL SPECIALTIES COMPANY 441 CLARK STREET SOUTH BELOIT IL 61080 LABOR AND MATERIALS DAIRY PLANT RENOVATI 139104 DR TECH INC 23581 JOHNSON ROAD GRANTSBURG WI 54840 LABOR AND MATERIALS DAIRY PLANT RENOVATI 129976 5 4310794 7922 4310794 AFFINITY INCOME 900099 32825 32825 32825 838015 838015 6118678 6164294 -45616 -45616 -45616 9595 9595 9595 5145613 0 0 834819 3226690 3226690 1134566 1134566 156071 156071 162670 162670 10554 10554 60767 60767 964 964 24121 24121 140089 140089 20437 20437 8636 8636 29077 29077 5672 5672 7558 7558 7251 7251 4995123 4361256 633867 0 2138093 1779653 1045805 1238033 14204 24096 33108 33108 0 0 26499334 30074740 2944025 3139600 16471 0 32657932 36256122 56735 154652 390000 237966 276398 294701 821050 X 4725348 5641633 27637883 29793439 32363231 35435072 32657932 36256122 X 150490 2803762 117589 X 0 1 X 1 0 X 4149078 3317808 3223015 3815824 4310794 18816519 4149078 3317808 3223015 3815824 4310794 18816519 1631567 17184952 556471 393802 793127 687841 838015 3269256 22085775 230455 0.77810 0.79660 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 24001913 854418 3218533 1398910 1248834 25427120 23123351 633971 1853289 624130 984568 24001913 28098514 695191 -4087521 1412028 54275 23239881 23102338 1090520 5336635 1376815 54164 28098514 22525185 1554703 259488 1186235 50803 23102338 0.07740 0.80530 0.11730 0 0 33108 33108 0 0 BENEFICIAL INTEREST IN CHARITABLE REMAINDER TRUST 521795 F BENEFICIAL INTEREST IN PERPETUAL TRUST 2617805 F 3139600 GIFT ANNUITY PAYABLE 276398 276398 8169271 2803762 242396 117589 3163747 5005524 140089 140089 5145613 5097430 242396 242396 4855034 140089 140089 4995123 PART V, LINE 4: ENDOWMENT FUNDS ARE USED TO PROVIDE SCHOLARSHIPS AND TO PROMOTE UNIVERSITY ACTIVITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF BENEFICIAL INTERESTS IN ASSETS HELD BY OTHERS 117,589. 1 UNIVERSITY OF WISCONSIN - RIVER FALLS 410 S THIRD STREET RIVER FALLS WI 54022 391805963 UNIVERSITY 61000 0 CHANCELLOR FUNDS UNIVERSITY OF WISCONSIN - RIVER FALLS 410 S THIRD STREET RIVER FALLS WI 54022 391805963 UNIVERSITY 3165690 0 UNIVERSITY ACTIVITIES AND EVENTS 1 0 SCHOLARSHIPS TO ATTEND THE UNIVERSITY OF WISCONSIN - RIVER FALLS 609 1116964 FACULTY GRANTS RECOGNIZING OUTSTANDING SERVICE TO UWRF 14 17602 PART I, LINE 2: EVERY RECIPIENT IS REQUIRED TO ABIDE BY OUR FUND EXPENDITURE GUIDELINES AND EACH FUNDS PURPOSE STATEMENT WHEN REQUESTING ASSISTANCE FROM THE FOUNDATION. THIS IS MONITORED BY OUR ACCOUNTING DEPARTMENT. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD AUDIT COMMITTEE REVIEWS THE FORM 990 AND POSES QUESTIONS TO BE ANSWERED PRIOR TO FILING. THEY PROVIDE A COPY OF THE FORM 990 TO BOARD MEMBERS DURING A MEETING PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C EACH BOARD MEMBER AND OFFICER ANNUALLY SIGNS A DOCUMENT DISCLOSING ANY CONFLICT OF INTEREST. THESE STATEMENTS ARE REVIEWED BY THE BOARD ANNUALLY. IF A CONFLICT OF INTEREST IS DISCLOSED BY A MEMBER, THAT MEMBER SHALL RECUSE THEM SELF FROM ANY ACTION CONCERNING THE NATURE OF THE CONFLICT, INCLUDING ABSTAINING FROM VOTING ON ANY ISSUE, OR SCHOLARSHIP CONSIDERATION RELATED TO THE CONFLICT OF INTEREST. IF A CONFLICT OF INTEREST IS DISCOVERED AFTER ONE HAS NOT BEEN VOLUNTARILY DISCLOSED, THE CHAIR OF THE BOARD AND THE PRESIDENT SHALL DISCUSS THE CONFLICT WITH THE MEMBER. IF IT IS DETERMINED A CONFLICT DOES EXIST, THE MEMBER SHALL THEN RECUSE THEM SELF, AS NOTED EARLIER. IF THE MEMBER REFUSES TO RECUSE HIM OR HERSELF, THE CHAIR SHALL BRING THE MATTER TO THAT BOARD TO REMOVE THE MEMBER FROM THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION IS DETERMINED BY THE HUMAN RESOURCE COMMITTEE AND THE BOARD OF DIRECTORS. IT IS COMPARED WITH OTHER NON-PROFITS IN THE AREA. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF BENEFICIAL INTERESTS IN ASSETS HELD BY OTHERS 117,589.