2023-04-25T18:01:42-05:00 2022-06-30 410746749 CLIFTONLARSONALLEN LLP 8215 GREENWAY BOULEVARD SUITE 600 MIDDLETON WI 53562 990 2021-07-01 396081189 UW-WHITEWATER FOUNDATION INC UW-W 2624721105 800 WEST MAIN STREET WHITEWATER WI 531901790 LINDA DRUETZLER DIRECTOR OF FINANCE 2624721105 2023-04-24 1 LINDA DRUETZLER 999009999 KIMBERLY ANDERSON CPA P00188889 6086628600 2023-04-24 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z LINDA DRUETZLER 800 WEST MAIN STREET WHITEWATER WI 531901790 9624977 0 X WWW.UWW.EDU/FOUNDATION X 1962 WI INSPIRING PHILANTHROPIC SUPPORT FOR THE UNIVERSITY OF WISCONSIN-WHITEWATER 23 23 0 32 8531 456 4838584 4437625 74106 93150 2063952 2498189 -6990 -674 6969652 7028290 2170318 1579955 0 0 380900 454531 0 0 81511 1688011 1320277 4239229 3354763 2730423 3673527 45421023 41348285 221578 176031 45199445 41172254 X 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. 0 0 1238107 1238107 SCHOLARSHIPS: THROUGH ENDOWMENTS AND ANNUAL SUPPORT FUNDS, THE FOUNDATION SUPPORTS OVER 400 SCHOLARSHIPS EACH YEAR TO STUDENTS 505965 93150 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. 434618 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. 27430 280 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. 364693 317427 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. 26822 24421 GIFTS IN-KIND: THE FOUNDATION GIFTS WORKS OF ART AND/OR CLASSROOM MATERIALS AND EQUIPMENT TO THE UNIVERSITY 418945 341848 280 2597635 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 1 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 1 1 1 0 0 1 0 0 0 0 1 3 0 0 1 1 1 EI 0 0 0 1 1 0 0 0 0 0 0 X 23 23 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X X LINDA DRUETZLER 2624721105 800 WEST MAIN STREET WHITEWATER WI 53190 SANDY DUNST VICE CHAIR, INTERIM PRESIDENT 10.00 X X 4846 0 883 TIMOTHY HYLAND CHAIR 1.00 X X 0 0 0 JOSEPH FROHNA TREASURER 1.00 X X 0 0 0 JULIE ANDING DIRECTOR 1.00 X 0 0 0 SALLY BEAN DIRECTOR 1.00 X 0 0 0 STEVE BURROWS DIRECTOR 1.00 X 0 0 0 DIANE PILLARD DIRECTOR 1.00 X 0 0 0 CHERI COPE DIRECTOR 1.00 X 0 0 0 RAYMOND ANILIONIS DIRECTOR 1.00 X 0 0 0 BILL GOODMAN DIRECTOR 1.00 X 0 0 0 CHARLES HEINRICH DIRECTOR 1.00 X 0 0 0 EDWARD HUNG DIRECTOR 1.00 X 0 0 0 RAYMOND JACOBSEN DIRECTOR 1.00 X 0 0 0 RONALD JADIN DIRECTOR 1.00 X 0 0 0 JANAY ALSTON DIRECTOR 1.00 X 0 0 0 BARBARA KREISMAN DIRECTOR 1.00 X 0 0 0 LORI LORENZ DIRECTOR 1.00 X 0 0 0 YOLANDA MCGOWAN DIRECTOR 1.00 X 0 0 0 MARY PINKERTON DIRECTOR 1.00 X 0 0 0 JUDE STAHMER DIRECTOR 1.00 X 0 0 0 DR RICHARD TELFER DIRECTOR 1.00 X 0 0 0 SUZANNE VAN GALDER DIRECTOR 1.00 X 0 0 0 SEAN WAYNE DIRECTOR 1.00 X 0 0 0 BARRY BRANDT DIRECTOR 1.00 X 0 0 0 DEBRA PETRASEK CFO 30.00 X 94708 0 33142 LAUREEN MILLER COO 20.00 X 30581 0 14329 JIM HENDERSON INTERIM CHANCELLOR 0.50 X 0 0 0 GREG RUTZEN PRESIDENT 10.00 X 25360 0 3612 155495 0 51966 0 0 0 0 0 55708 4381917 1141561 4437625 UNIVERITY ORGANIZATION PROGRAMS 611600 93150 93150 93150 1364940 8531 1356409 3218027 475000 2024778 535000 1193249 -60000 1133249 1133249 35955 55708 36909 -954 -954 MISCELLANEOUS INCOME 900099 280 280 280 7028290 93430 8531 2488704 341848 341848 1238107 1238107 216805 216805 138092 118353 19739 99634 89739 9895 8012 8012 41577 41577 98539 98539 1800 1800 34408 7752 26656 64043 64043 10250 10250 21498 384 21114 2343 2343 149 149 4475 4475 10919 10919 STUDENT AND FACULTY DEV 505964 505964 ATHLETICS 437019 437019 UNIVERSITY ORGANIZATION 47266 47266 ALUMNI 27431 27431 4584 2277 2307 3354763 2597635 675617 81511 1494018 2749042 14131 14142 4258335 3740876 29933 27189 89491 4475 624491 85016 37830141 32908914 1169974 1823106 45421023 41348285 167488 121942 54090 54089 221578 176031 X -874171 -1156799 46073616 42329053 45199445 41172254 45421023 41348285 X 3673527 -7360080 -340638 X 0 1 X 1 0 X 4141942 2713589 2274813 4838584 4437625 18406553 4141942 2713589 2274813 4838584 4437625 18406553 951303 17455250 593212 827081 690083 536826 1364940 4012142 2757 456 3213 36471 61405 27980 1899 280 128035 22549943 2953689 0.77410 0.79680 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 36382760 1335833 -4866220 1213507 31638866 26266447 1895147 9401731 1180565 36382760 27064617 1152738 -231992 1718916 26266447 26236225 934209 1345776 1451593 27064617 24650067 1185708 1783034 1382584 26236225 0.00438 0.99562 0.00000 0 0 89491 4475 85016 85016 -676981 -7360080 2400 96909 -7260771 6583790 98539 345961 444500 7028290 3350210 2400 96909 99309 3250901 98539 5323 103862 3354763 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 36,909. LOSS ON SALE OF ASSETS 60,000. PART XI, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN LIFE INSURANCE CASH VALUE 5,782. CHANGE IN TRUST PLEDGE RECEIVABLES 340,179. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES INCLUDED IN INCOME 36,909. LOSS ON SALE OF ASSET 60,000. PART XII, LINE 4B - OTHER ADJUSTMENTS: UNCOLLECTIBLE PLEDGES 5,323. EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 INVESTMENTS 1151564 0 0 0 0 0 0 1151564 0 1151564 0 0 1 1 0 0 PART III ACCOUNTING METHOD: AMA GOLF OUTING 18213 11613 6600 3559 4234 LUCAS BURNS MEMORIAL GOLF OUTING 20115 12666 7449 2553 1900 2409 4 45046 28695 16351 3383 4197 8898 83374 52974 30400 5936 9656 15541 31133 -733 1 UW-WHITEWATER UNIVERSITY 800 W MAIN STREET WHITEWATER WI 53190 391805963 501(C)(3) 317426 0 GENERAL SUPPORT UW-WHITEWATER UNIVERSITY 800 W MAIN STREET WHITEWATER WI 53190 391805963 501(C)(3) 0 24422 FAIR MARKET VALUE FLOWERS, FOOD, ART, MUSICAL INSTRUMENT, AND TEXTBOOKS GENERAL SUPPORT AND FUNDRAISING EVENTS. 1 0 SCHOLARSHIPS FOR STUDENTS ATTENDING THE UNIVERSITY OF WISCONSIN-WHITEWATER 1053 1219638 AWARDS FOR STUDENTS ATTENDING THE UNIVERSITY OF WISCONSIN-WHITEWATER 75 18469 PART I, LINE 2: 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. JAMES K CALDWELL OWNS 100% VOTING INTEREST IN FIRST CITIZENS STATE BANK 1000000 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. 0 DLK ENTERPRISES INC DLK ENERPRISES IS OWNED BY JON KACHEL, FORMER BOARD MEMBER, AND HIS FAMILY. 475000 DLK ENTERPRISES PURCHASED LAND FROM FOUNDATION. DLK ENTERPRISES IS OWNED EQUALLY BY JON KACHEL, FORMER BOARD MEMBER, AND HIS SIX SIBLINGS. 0 X 1 2000 DONOR STATEMENT OF VALUE X 11 1111234 FAIR MARKET VALUE X 3 3997 DONOR STATEMENT OF VALUE X FLOWERS 1 14500 DONOR STATEMENT OF V X AUCTION ITEMS 43 6030 DONOR STATEMENT OF V X TEXTBOOKS 1 2000 DONOR STATEMENT OF V X MUSICAL INSTRUMENT 1 1800 DONOR STATEMENT OF V 18 0 1 1 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. 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. 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 -340,179. CHANGE IN LIFE INSURANCE CASH VALUE -5,782. UNCOLLECTIBLE PLEDGES 5,323. WARHAWK REAL ESTATE FOUNDATION LLC 800 W MAIN STREET WHITEWATER WI 53190 273441799 REAL ESTATE INVESTMENT AND DEVELOPMENT WI 10 191641 UW-WHITEWATER FOUNDATION