2020-10-05T15:14:12-05:00 2020-06-30 390758449 WIPFLI LLP 4890 OWEN AYRES COURT SUITE 200 EAU CLAIRE WI 54701 990 2019-07-01 396088094 STOUT UNIVERSITY FOUNDATION INC STOU 7152321151 320 S BROADWAY MENOMONIE WI 54751 COLLEEN HARTMON BOLLOM TREASURER 7152321151 2020-09-21 1 ROB GANSCHOW CPA P01374207 7158323407 2020-09-21 75.134.131.33 2020-09-21 12:57:14 CD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 721341444C4C40BD1B614EC038E8AAAD53CD15E7 2019 2021-01-29 14:40:06Z KIMBERLY POLZIN 320 S BROADWAY MENOMONIE WI 54751 37093617 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. 24 24 0 200 0 0 3132225 5831237 0 0 3866881 3717446 63437 56279 7062543 9604962 3009642 2403318 0 0 0 0 0 0 523652 1370738 1456628 4380380 3859946 2682163 5745016 64505176 66524775 976971 889556 63528205 65635219 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 1754234 1602933 0 FUNDS PROVIDED TO UW-STOUT TO FUND A CHAIR, ACADEMIC CENTERS, AND VARIOUS OTHER PROJECTS FOR PROGRAMS AND DEPARTMENTS AT UW-STOUT. 800385 800385 0 SCHOLARSHIPS WERE AWARDED TO 443 UNIVERSITY OF WISCONSIN-STOUT STUDENTS. 2554619 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 1 0 0 0 0 0 0 0 0 1 10 0 0 0 0 0 0 1 1 1 1 0 0 0 0 0 0 X 24 24 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 S BROADWAY MENOMONIE WI 54751 X PHILLIP ASHFIELD MEMBER 0.50 X 0 0 0 CAROLYN BARNHART MEMBER 0.50 X 0 0 0 BOB BARWA MEMBER 0.50 X 0 0 0 DALE BOHNERT MEMBER 0.50 X 0 0 0 PAUL BROWN MEMBER 0.50 X 0 0 0 BILL BURMESCH THRU SEPTEMBER MEMBER 0.50 X 0 0 0 SANDY CHOPIN THRU SEPTEMBER MEMBER 0.50 X 0 0 0 MARY DANGLER MEMBER 0.50 X 0 0 0 GREGORY ELSE MEMBER 0.50 X 0 0 0 LINDA FUNK 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 KELLY MATTER THRU SEPTEMBER MEMBER 0.50 X 0 0 0 GINA NORLING MEMBER 0.50 X 0 0 0 GARY OLMSTEAD THRU SEPTEMBER MEMBER 0.50 X 0 0 0 MARILYN PORTER MEMBER 0.50 X 0 0 0 ROGER RICHARDSON MEMBER 0.50 X 0 0 0 JOSEPH ROSSMEIER MEMBER 0.50 X 0 0 0 VICTOR SALAMONE MEMBER 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 0.50 X 0 0 0 ROBERT WARD MEMBER 0.50 X 0 0 0 JANET YARDLEY THRU SEPTEMBER MEMBER 0.50 X 0 0 0 DALE GRANCHALEK MEMBER 0.50 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 COLLEEN HARTMON BOLLOM TREASURER 1.00 X X 0 0 0 LINDA ARZOUMANIAN THRU SEPTEMBER SECRETARY 1.00 X X 0 0 0 MARY VAN HOUT SECRETARY 1.00 X X 0 0 0 DAVID WIENSCH ASSOCIATE DIRECTOR 40.00 X 0 0 0 WILLIAM JOHNSON EXECUTIVE DIRECTOR 10.00 X 0 0 0 0 0 0 0 0 0 0 UNIVERSITY OF WISCONSIN - STOUT 712 BROADWAY ST S MENOMONIE WI 54751 STAFFING SERVICES 1065142 1 5831237 328394 5831237 1313585 1313585 16884 16884 29892516 27488655 2403861 2403861 2403861 39395 39395 39395 9604962 0 0 3773725 1602933 1602933 800385 800385 970474 494000 476474 5697 5697 8040 8040 113017 113017 5329 5019 310 40033 31981 8052 99211 74518 24693 25072 10949 14123 23644 23644 1673 1673 8808 8808 ALUMNI SERVICES 151301 151301 4329 4329 3859946 2554619 781675 523652 35232 23871 372124 163706 2866203 5417907 89685 64677 395355 147421 249608 247934 18034674 23796636 42487083 36478583 370567 331461 64505176 66524775 275868 255130 16542 684561 634426 976971 889556 X 7586332 7376815 55941873 58258404 63528205 65635219 64505176 66524775 5745016 -3638002 0 X 0 1 X 1 0 X 1764974 1590637 2432615 3132225 5831237 14751688 1764974 1590637 2432615 3132225 5831237 14751688 1553750 13197938 917730 933345 802291 1255442 1330469 5239277 38820 39395 78215 20069180 0.65760 0.60940 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 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 36100362 665924 -133091 380976 207422 859589 35185208 0.07670 0.84170 0.08160 1 0 218347 218347 177008 147421 29587 247934 SPLIT INTEREST AGREEMENTS 1875829 F AQR LARGE CAP DEFENSIVE STYLE 3748780 F VANGUARD TOTAL STOCK MARKET INDEX 7671452 F FIDELITY US BOND INDEX FUND INST 4738077 F FROST TOTAL RETURN BOND 5333652 F DELAWARE SMALL CAP SORE 4119980 F SCHWAB INTERNATIONAL INDEX 4461745 F WELLS FARGO SPECIAL MID CAP VALUE 4529068 F 36478583 SPLIT-INTEREST AGREEMENTS LIABILITY 629426 DEPOSITS 5000 634426 5853943 -3638002 -3638002 9491945 113017 113017 9604962 3746929 0 3746929 113017 113017 3859946 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. 1 UW-STOUT 712 S BROADWAY MENOMONIE WI 54751 391805963 STATE OF WISCONSIN 1602933 ASSISTANCE PROVIDED TO THE UNIVERSITY OF WISCONSIN-STOUT, WHICH IS THE REASON FOR THE FOUNDATION'S EXISTENCE. 1 SCHOLARSHIPS TO UW-STOUT STUDENTS 443 800385 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 11 328394 FMV 0 0 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. THREE 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 2019 COMPENSATION AS EXECUTIVE DIRECTOR IS AS FOLLOWS: REPORTABLE COMPENSATION: $81,453 ESTIMATED AMOUNT OF OTHER COMPENSATION: $39,382 DAVID WIENSCH'S 2019 COMPENSATION AS ASSOCIATE DIRECTOR IS AS FOLLOWS: REPORTABLE COMPENSATION: $89,612 ESTIMATED AMOUNT OF OTHER COMPENSATION: $30,020 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.