2021-10-21T15:37:42-05:00 2021-06-30 390758449 WIPFLI LLP 4890 OWEN AYRES COURT SUITE 200 EAU CLAIRE WI 54701 990 2020-07-01 396088094 STOUT UNIVERSITY FOUNDATION INC STOU 7152321151 320 BROADWAY STREET SOUTH MENOMONIE WI 54751 GREGORY ELSE TREASURER 7152321151 2021-10-18 1 GREGORY ELSE 999009999 ROB GANSCHOW CPA P01374207 7158323407 2021-10-06 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z KIMBERLY POLZIN 320 BROADWAY STREET SOUTH MENOMONIE WI 54751 27660708 0 X WWW.UWSTOUT.EDU/FOUNDATION X 1962 WI THE STOUT UNIVERSITY FOUNDATION, INC. CULTIVATES RELATIONSHIPS BETWEEN UW-STOUT AND ITS VARIOUS CONSTITUENCIES FOR THEIR MUTUAL BENEFIT. IT SUPPORTS THE MISSION AND GOALS OF UW-STOUT THROUGH THE ACQUISITION AND STEWARDSHIP OF RESOURCES. 15 15 0 200 0 0 5831237 3651386 0 0 3717446 3925904 56279 10311 9604962 7587601 2403318 2549500 0 0 0 0 0 0 386046 1456628 1212449 3859946 3761949 5745016 3825652 66524775 83789053 889556 877550 65635219 82911503 THE STOUT UNIVERSITY FOUNDATION, INC. CULTIVATES RELATIONSHIPS BETWEEN UW-STOUT AND ITS VARIOUS CONSTITUENCIES FOR THEIR MUTUAL BENEFIT. IT SUPPORTS THE MISSION AND GOALS OF UW-STOUT THROUGH THE ACQUISTION AND STEWARDSHIP OF RESOURCES. 0 0 1581761 1581761 0 FUNDS PROVIDED TO UW-STOUT TO FUND A CHAIR, ACADEMIC CENTERS, AND VARIOUS OTHER PROJECTS FOR PROGRAMS AND DEPARTMENTS AT UW-STOUT. 868087 868087 0 SCHOLARSHIPS WERE AWARDED TO 480 UNIVERSITY OF WISCONSIN-STOUT STUDENTS. 99652 99652 0 FUNDS PROVIDED TO THE STOUT ALUMNI ASSOCIATION TO ADVANCE THE INTEREST AND EFFECTIVENESS OF THE UNIVERSITY OF WISCONSIN-STOUT AND STRENGTHEN THE TIES BETWEEN ALUMNI AND THE UNIVERSITY OF WISCONSIN-STOUT. 2549500 1 1 0 0 0 0 0 0 0 1 1 0 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 1 0 0 0 0 0 0 0 0 1 14 0 0 0 0 0 0 1 1 1 1 0 0 0 0 0 0 X 15 15 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 AK CA CO FL KY MD MI MN OH OR SC WA WI X X KIMBERLY POLZIN 7152321151 320 BROADWAY STREET SOUTH MENOMONIE WI 54751 X WILLIAM JOHNSON EXECUTIVE DIRECTOR 10.00 X 0 0 0 DAVID WIENSCH ASSOCIATE DIRECTOR 40.00 X 0 0 0 KIMBERLY POLZIN PRESIDENT 2.00 X X 0 0 0 STEVE HOISINGTON VICE PRESIDENT 1.00 X X 0 0 0 GREGORY ELSE TREASURER 1.00 X X 0 0 0 COLLEEN HARTMON BOLLOM TREASURER (THRU OCTOBER) 1.00 X X 0 0 0 MARY VAN HOUT SECRETARY 1.00 X X 0 0 0 PHILLIP ASHFIELD MEMBER (THRU SEPTEMBER) 0.50 X 0 0 0 CAROLYN BARNHART MEMBER (THRU NOVEMBER) 0.50 X 0 0 0 ROBERT BARWA MEMBER (THRU SEPTEMBER) 0.50 X 0 0 0 DALE BOHNERT MEMBER 0.50 X 0 0 0 PAUL BROWN MEMBER (THRU SEPTEMBER) 0.50 X 0 0 0 MARY DANGLER MEMBER 0.50 X 0 0 0 LINDA FUNK MEMBER 0.50 X 0 0 0 DALE GRANCHALEK MEMBER 0.50 X 0 0 0 MARCIA JANTE MEMBER 0.50 X 0 0 0 LAUREN MARTEY MEMBER 0.50 X 0 0 0 RANDOLPH MORRISSETTE II MEMBER 0.50 X 0 0 0 GINA NORLING MEMBER 0.50 X 0 0 0 MARILYN PORTER MEMBER (THRU SEPTEMBER) 0.50 X 0 0 0 ROGER RICHARDSON MEMBER (THRU SEPTEMBER) 0.50 X 0 0 0 JOSEPH ROSSMEIER MEMBER (THRU SEPTEMBER) 0.50 X 0 0 0 VICTOR SALAMONE MEMBER (THRU SEPTEMBER) 0.50 X 0 0 0 TIM SEICHTER MEMBER 0.50 X 0 0 0 LACEY SMITH MEMBER 0.50 X 0 0 0 RONALD SWANSON MEMBER (THRU SEPTEMBER) 0.50 X 0 0 0 ROBERT WARD MEMBER 0.50 X 0 0 0 0 0 0 0 0 0 0 UNIVERSITY OF WISCONSIN - STOUT 712 BROADWAY ST S MENOMONIE WI 54751 STAFFING SERVICES 929920 1 3651386 279298 3651386 1229726 1229726 8380 8380 1800 0 1800 1800 1800 22631135 138150 20035862 37245 2595273 100905 2696178 2696178 131 131 131 7587601 0 0 3936215 1681413 1681413 868087 868087 905484 553359 352125 14375 14375 8000 8000 117584 117584 19981 4805 15176 29761 28173 1588 82817 67214 15603 5612 5612 1584 30 1554 14275 14275 10325 10325 2651 2651 3761949 2549500 826403 386046 23871 53160 163706 448144 5417907 2402438 64677 71136 284094 78404 247934 205690 58399390 77975165 1875829 2298154 331461 335166 66524775 83789053 255130 261852 634426 615698 889556 877550 X 7376815 9274606 58258404 73636897 65635219 82911503 66524775 83789053 X 3825652 13012576 438056 X 0 1 X 1 0 X 4093637 2432615 3132225 2966957 1799363 14424797 4093637 2432615 3132225 2966957 1799363 14424797 4380184 10044613 948882 815982 1255442 1330469 1239906 5590681 20015478 101424 0.50180 0.65760 X SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS: DESCRIPTION: DISTRIBUTION UPON EXECUTION OF ESTATE DATE: 12/31/20 AMOUNT: 1500000. DESCRIPTION: DISTRIBUTION UPON EXECUTION OF ESTATE DATE: 12/31/17 AMOUNT: 1000000. DESCRIPTION: DISTRIBUTION UPON EXECUTION OF ESTATE DATE: 12/31/19 AMOUNT: 2864280. DESCRIPTION: DISTRIBUTION UPON EXECUTION OF ESTATE DATE: 12/31/20 AMOUNT: 352023. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 46967627 2705656 13071648 372006 344040 914529 61114356 44835413 3779354 -78326 348378 299334 921102 46967627 42463666 1794618 2193828 396102 306543 914054 44835413 39704417 1320486 3039983 403041 298753 899426 42463666 35185208 1637840 4382856 412590 285856 803041 39704417 0.07457 0.69331 0.23212 0 0 176102 176102 107992 78404 29588 205690 SPLIT-INTEREST AGREEMENTS LIABILITY 615698 615698 20920649 13012576 438056 13450632 7470017 117584 117584 7587601 3644365 0 3644365 117584 117584 3761949 PART V, LINE 4: THE ENDOWMENT FUNDS WILL BE USED AS RESTRICTED BY THE DONORS, INCLUDING BUT NOT LIMITED TO, SCHOLARSHIPS, PROFESSORSHIPS, CHAIRS, THE NAKATANI CENTER, ETHICS CENTER, DISCOVERY CENTER, AS WELL AS OTHER SPECIFIC PROGRAMMATIC PURPOSES AT UW-STOUT. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 434,351. CHANGE IN CASH SURRENDER VALUE OF LIFE INSURANCE 3,705. 1 UNIVERSITY OF WISCONSIN - STOUT 712 S BROADWAY MENOMONIE WI 54751 391805963 STATE OF WISCONSIN 1581761 ASSISTANCE PROVIDED TO THE UNIVERSITY OF WISCONSIN-STOUT, WHICH IS THE REASON FOR THE FOUNDATION'S EXISTENCE. STOUT ALUMNI ASSOCIATION 320 S BROADWAY MENOMONIE WI 54751 390853896 501(C)(7) 99652 ADVANCE THE INTEREST AND EFFECTIVENESS OF UW STOUT AND STRENGTHEN TIES BETWEEN ALUMNI AND THE UNIVERSITY OF WI STOUT. 1 1 SCHOLARSHIPS TO UW-STOUT STUDENTS 480 868087 PART I, LINE 2: ALL AID MUST ABIDE BY THE FOUNDATION'S FUND EXPENDITURE POLICY AND THE FUND'S PURPOSE STATEMENT ARE MONITORED BY THE FOUNDATION'S ACCOUNTING DEPARTMENT. X 9 279298 FMV 0 0 1 0 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS REPORTED REPRESENTS THE NUMBER OF CONTRIBUTORS. FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION CONTRACTS WITH THE UNIVERSITY OF WISCONSIN-STOUT TO LEASE EMPLOYEES. TWO OF THE LEASED EMPLOYEES ARE CONTRACTED OUT AS THE EXECUTIVE DIRECTOR AND ASSOCIATE DIRECTOR OF THE ORGANIZATION. THESE INDIVIDUALS ARE NOT OFFICERS, DIRECTORS, OR KEY EMPLOYEES OF THE UNIVERSITY OF WISCONSIN-STOUT. WILLIAM JOHNSON'S 2020 COMPENSATION AS EXECUTIVE DIRECTOR IS AS FOLLOWS: REPORTABLE COMPENSATION: $136,773 ESTIMATED AMOUNT OF OTHER COMPENSATION: $54,262 DAVID WIENSCH'S 2020 COMPENSATION AS ASSOCIATE DIRECTOR IS AS FOLLOWS: REPORTABLE COMPENSATION: $91,899 ESTIMATED AMOUNT OF OTHER COMPENSATION: $12,085 FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS WERE PROVIDED WITH A COPY OF FORM 990 AND REQUIRED SCHEDULES, AT WHICH TIME ANY QUESTIONS WERE ANSWERED. THEREAFTER, IT WAS FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE FOUNDATION'S CONFLICT OF INTEREST POLICY IS DISTRIBUTED TO BOARD MEMBERS ANNUALLY FOR THEIR SIGNATURE INDICATING COMPLIANCE WITH IT. ALSO, FOUNDATION STAFF MONITOR COMPANIES WITH WHICH IT DOES BUSINESS FOR POTENTIAL CONFLICTS. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 434,351. CHANGE IN CASH SURRENDER VALUE OF LIFE INSURANCES 3,705.