2023-10-31T10:51:59-05:00 2023-06-30 390758449 WIPFLI LLP 1502 LONDON ROAD SUITE 200 DULUTH MN 55812 990 2022-07-01 396064630 UNIVERSITY OF WISCONSIN - RIVER FALLS FOUNDATION INC UNIV 7154253545 410 SOUTH THIRD STREET RIVER FALLS WI 54022 AMY ZIMMER PRESIDENT 7154253505 2023-10-25 1 AMY ZIMMER 999009999 1 MICHAEL J PETERSON CPA P01833529 2187224705 2023-10-10 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z AMY ZIMMER 410 SOUTH THIRD STREET RIVER FALLS WI 54022 17691722 0 X WWW.UWRF.EDU/UNIVERSITY-ADVANCEMENT/FOUNDATION X 1948 WI TO BENEFIT THE UNIVERSITY OF WISCONSIN - RIVER FALLS 17 17 4 19 0 0 3223015 3815824 44811 39633 -170053 672289 2379 3483 3100152 4531229 3091206 4305806 0 0 314320 367470 0 0 0 239588 219049 3645114 4892325 -544962 -361096 31290092 32657932 274813 294701 31015279 32363231 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 3209136 3209136 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 257 UNIQUE FUNDS OF THIS TYPE. 1096670 1096670 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 442 ANNUALLY FUNDED AND 275 ENDOWED SCHOLARSHIP FUNDS WHICH TOGETHER FUNDED 1,422 SEMESTER SCHOLARSHIPS AWARDED TO 811 STUDENTS. 4305806 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 17 17 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 SC TN WA WV WI X AMY ZIMMER 7154253545 410 SOUTH THIRD STREET RIVER FALLS WI 54022 MARK GHERTY PAST CHAIR 1.00 X X 0 0 0 DAVID DREWISKE CHAIR 1.00 X X 0 0 0 DIXIE CARROLL VICE CHAIR 1.00 X X 0 0 0 JESSICA NEUMANN VICE CHAIR (TERMED DECEMBER) 1.00 X X 0 0 0 MAX NEUHAUS SECRETARY 1.00 X X 0 0 0 PAUL DYKSTRA SECRETARY (TERMED DECEMBER) 1.00 X X 0 0 0 BARBARA BUTLER TREASURER 1.00 X X 0 0 0 GREG WHEELOCK TREASURER (TERMED DECEMBER) 1.00 X X 0 0 0 DEREK CHERNE DIRECTOR (TERMED DECEMBER) 1.00 X 0 0 0 GARTH CHRISTENSON DIRECTOR 1.00 X 0 0 0 CHRISTINE FELLING DIRECTOR 1.00 X 0 0 0 MARK FORSYTHE DIRECTOR 1.00 X 0 0 0 MELISSA JOHANSEN DIRECTOR 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 BRIDGET RUEMMELE 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 109200 0 13124 109200 0 13124 1 0 0 0 DR TECH INC 23581 JOHNSON ROAD GRANTSBURG WI 54840 LABOR AND MATERIALS DAIRY PLANT RENOVATI 701536 UNIVERSITY OF WISCONSIN RIVER FALLS 410 SOUTH THIRD STREET RIVER FALLS WI 54022 PERSONNEL SERVICES 316266 ELECTROL SPECIALTIES COMPANY 441 CLARK STREET SOUTH BELOIT IL 61080 LABOR AND MATERIALS DAIRY PLANT RENOVATI 302840 NEO ELECTRICAL SOLUTIONS LLC 2180 JACK BREAULT DRIVE HUDSON WI 54016 LABOR AND MATERIALS DAIRY PLANT RENOVATI 150000 4 3815824 1662 3815824 AFFINITY INCOME 900099 39633 39633 39633 687841 687841 13144941 13160493 -15552 -15552 -15552 3483 3483 3483 4531229 0 0 715405 3209136 3209136 1096670 1096670 126697 126697 161806 161806 13624 13624 65343 65343 22366 22366 129209 129209 15506 15506 10041 10041 25864 25864 6356 6356 9707 9707 4892325 4305806 586519 0 45878 0 1562823 2138093 431462 1045805 12838 14204 33108 33108 0 0 26430088 26499334 2807003 2944025 0 16471 31290092 32657932 68978 56735 205835 237966 274813 294701 X 3438867 4725348 27576412 27637883 31015279 32363231 31290092 32657932 X -361096 1646462 62586 X 0 1 X 1 0 X 3002402 4149078 3317808 3223015 3815824 17508127 3002402 4149078 3317808 3223015 3815824 17508127 1142917 16365210 605241 556471 393802 793127 687841 3036482 20544609 243570 0.79660 0.82660 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 23239881 713695 1853289 1448157 24358708 28098514 695191 -4087521 1412028 54275 23239881 23102338 1090520 5336635 1376815 54164 28098514 22525185 1554703 259488 1186235 50803 23102338 21188797 1117384 1223391 947679 56708 22525185 0.08120 0.81610 0.10270 0 0 33108 33108 0 0 BENEFICIAL INTEREST IN CHARITABLE REMAINDER TRUST 443809 F BENEFICIAL INTEREST IN PERPETUAL TRUST 2500216 F 2944025 GIFT ANNUITY PAYABLE 221495 CAPITAL LEASES PAYABLE 16471 237966 6332274 1646462 221206 62586 1930254 4402020 129209 129209 4531229 4984322 221206 221206 4763116 129209 129209 4892325 PART V, LINE 4: ENDOWMENT FUNDS ARE USED TO PROVIDE SCHOLARSHIPS AND TO PROMOTE UNIVERSITY ACTIVITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: NET DEPRECIATION ON ASSETS HELD IN TRUST 62,586. 1 UNIVERSITY OF WISCONSIN - RIVER FALLS 410 S THIRD STREET RIVER FALLS WI 54022 391805963 UNIVERSITY 3134925 0 UNIVERSITY ACTIVITIES AND EVENTS UNIVERSITY OF WISCONSIN - RIVER FALLS 410 S THIRD STREET RIVER FALLS WI 54022 391805963 UNIVERSITY 51464 0 CHANCELLOR FUNDS 1 0 SCHOLARSHIPS TO ATTEND THE UNIVERSITY OF WISCONSIN - RIVER FALLS 811 1081693 FACULTY GRANTS RECOGNIZING OUTSTANDING SERVICE TO UWRF 5 14977 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: NET APPRECIATION (DEPRECIATION) ON ASSETS HELD IN TRUST 62,586.