2020-11-16T16:05:18-06:00 2019-12-31 390758449 WIPFLI LLP 2 COPELAND AVENUE SUITE 102 LA CROSSE WI 54603 990 2019-01-01 391145116 UNIVERSITY OF WISCONSIN - LA CROSSE FOUNDATION INC UNIV 6087858489 615 EAST AVENUE NORTH LA CROSSE WI 54601 GREG REICHERT PRESIDENT 6087858489 2020-11-16 1 JOHN R HONADEL CPA P00445791 6087847300 2020-11-16 35.130.73.99 2020-11-16 10:04:10 CS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 3D951E1DE390839B74ED78ACAA50224D78D2A5FD 2019 2021-01-29 14:40:06Z GREG REICHERT 615 EAST AVENUE NORTH LA CROSSE WI 54601 22769596 0 X WWW.FOUNDATION.UWLAX.EDU X 1973 WI THE MISSION OF THE UNIVERSITY OF WISCONSIN-LA CROSSE FOUNDATION, INC., AN INDEPENDENT NON-PROFIT WISCONSIN CORPORATION THAT IS QUALIFIED AS A TAX-EXEMPT PUBLIC CHARITY UNDER 501(C)(3) OF THE INTERNAL REVENUE CODE, IS TO PROMOTE THE WELFARE OF THE UNIVERSITY OF WISCONSIN-LA CROSSE THROUGH CHARITABLE AND EDUCATIONAL ACTIVITES THAT INCLUDE ENCOURAGING, SOLICITING, RECEIVING, MANAGING AND ADMINISTERING GIFTS FROM ALUMNI, FRIENDS, BUSINESS AND OTHER ORGANIZATIONS TO SUPPORT SCHOLARSHIPS, AWARDS, GRANTS, PROJECTS AND PROGRAMS THAT ADVANCE THE MISSION OF THE UNIVERSITY. 21 21 1 0 0 0 3734059 3545342 582755 591397 1671410 403853 60910 75527 6049134 4616119 1792766 2086897 0 0 113397 118483 0 0 110291 1428482 1293134 3334645 3498514 2714489 1117605 28781312 35653576 70030 10254 28711282 35643322 X THE MISSION OF THE UNIVERSITY OF WISCONSIN - LA CROSSE FOUNDATION, INC., AN INDEPENDENT NON-PROFIT WISCONSIN CORPORATION THAT IS QUALIFIED AS A TAX-EXEMPT PUBLIC CHARITY UNDER 501(C)(3) OF THE INTERNAL REVENUE CODE, IS TO PROMOTE THE WELFARE OF THE UNIVERSITY OF WISCONSIN - LA CROSSE THROUGH CHARITABLE AND EDUCATIONAL ACTIVITES THAT INCLUDE ENCOURAGING, SOLICITING, RECEIVING, MANAGING AND ADMINISTERING GIFTS FROM ALUMNI, FRIENDS, BUSINESS AND OTHER ORGANIZATIONS TO SUPPORT SCHOLARSHIPS, AWARDS, GRANTS, PROJECTS AND PROGRAMS THAT ADVANCE THE MISSION OF THE UNIVERSITY. 0 0 3054791 2086897 591397 PROVIDE GRANTS, SCHOLARSHIPS AND AWARDS FOR STUDENTS AND FACULTY OF THE UNIVERSITY OF WISCONSIN - LA CROSSE. 3054791 1 1 0 0 0 1 0 0 0 1 1 0 0 0 0 1 1 0 0 0 1 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 VI 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X 21 21 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 1 1 1 1 0 WI X MARCUS BUCHHOLZ 6087858037 615 EAST AVENUE N LA CROSSE WI 54601 X GREG REICHERT PRESIDENT 1.00 X 0 0 0 BRENT SMITH CHAIR 1.00 X X 0 0 0 JENNY KUDERER RADCLIFFE VICE CHAIR 1.00 X X 0 0 0 BRAD STURM SECRETARY 1.00 X X 0 0 0 JAMES LANGDON TREASURER 1.00 X X 0 0 0 SANDRA CLEARY DIRECTOR 1.00 X 0 0 0 MARK DAHLKE DIRECTOR 1.00 X 0 0 0 LAURIE DIEKHOFF DIRECTOR 1.00 X 0 0 0 JON ERICKSON DIRECTOR 1.00 X 0 0 0 JOE GOW DIRECTOR 1.00 X 0 0 0 JOE HEIM DIRECTOR 1.00 X 0 0 0 BOB HETZEL DIRECTOR 1.00 X 0 0 0 LINDSAY JOHNSON DIRECTOR 1.00 X 0 0 0 LINDA KASTANTIN DIRECTOR 1.00 X 0 0 0 ILENE KERNOZEK DIRECTOR 1.00 X 0 0 0 ROGER LEGRAND DIRECTOR 1.00 X 0 0 0 JAY LOKKEN DIRECTOR 1.00 X 0 0 0 MIKE MC GINLEY DIRECTOR 1.00 X 0 0 0 KYLE O'BRIEN DIRECTOR 1.00 X 0 0 0 DAVID RUSHLOW DIRECTOR 1.00 X 0 0 0 TODD TAYLOR DIRECTOR 1.00 X 0 0 0 TERI WILCZEK DIRECTOR 1.00 X 0 0 0 0 0 0 0 0 0 0 BLACKBAUD PO BOX 930256 ATLANTA GA 311930256 IMPLEMENTATION, TRAINING AND TRAVEL FOR 153657 1 3545342 3545342 ENDOWMENT FEES 523000 588337 588337 FEE INCOME 523000 3060 3060 591397 62167 62167 18487163 18145477 341686 341686 341686 83527 8000 75527 75527 4616119 591397 0 479380 2086897 2086897 70227 70227 7023 7023 31120 31120 10113 10113 839743 802877 22302 14564 223421 84834 138587 17614 5814 440 11360 6313 2670 143 3500 42660 42660 49251 13113 4396 31742 13918 13918 18628 18628 9766 9766 UNCOLLECTIBLE 40282 40282 TRAINING 16700 16700 DUES & SUBSCRIPTIONS 10285 2071 3179 5035 LEASE EXPENSES 1836 1836 2717 479 808 1430 3498514 3054791 333432 110291 4132645 5362251 736130 702811 3650 181043 49847 12867 131196 23680255 29185850 215765 271468 28781312 35653576 70030 10254 70030 10254 X 395354 836065 28315928 34807257 28711282 35643322 28781312 35653576 1117605 5814435 0 X X 0 1 X 1 0 X 3618462 3128271 3282552 3734059 3545342 17308686 3618462 3128271 3282552 3734059 3545342 17308686 1687540 15621146 380801 371949 441110 507373 62167 1763400 19072086 3407925 0.81910 0.82160 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 24356848 3265230 4297048 -1968842 29950284 24866969 2068288 -1218102 -1360307 24356848 21867299 1129517 3235868 -1365715 24866969 20551055 1018121 1483398 -1145275 21867299 20409136 1517436 -229932 -1185585 20511055 0.98000 0.02000 1 0 181043 49847 131196 131196 X 10430554 5814435 5814435 4616119 0 4616119 3498514 0 3498514 0 3498514 PART V, LINE 4: INTENDED USES OF ENDOWMENT FUNDS ARE EXPRESSED BY DONORS WHEN GIFTS ARE MADE. THE PRIMARY USES DIRECTED BY DONORS ARE SCHOLARSHIPS AND PROGRAM SUPPORT FOR VARIOUS UNIVERSITY INITIATIVES. PART X, LINE 2: THE ORGANIZATION ASSESSES THE POTENTIAL OUTCOME OF UNCERTAIN TAX POSITIONS. THE ORGANIZATION'S POLICY FOR INTEREST AND PENALTIES RELATED TO INCOME TAX EXPOSURES IS TO RECOGNIZE INTEREST AND PENALTIES AS OTHER INCOME (EXPENSE) IN THE STATEMENTS OF ACTIVITIES. AS OF DECEMBER 31, 2019, MANAGEMENT BELIEVES THE ORGANIZATION HAS NO MATERIAL UNCERTAIN TAX POSITIONS REQUIRING RECOGNITION OR MEASUREMENT. THE FEDERAL AND STATE RETURNS REMAIN OPEN TO EXAMINATION BY TAXING AUTHORITIES THROUGH THEIR STATUTORY PERIODS. CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, INVESTMENTS - GREENLIGHT MASTERS OFFSHORE PARNERS LP 795406 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, INVESTMENTS - FRONTIER MAKET SELECT OFFSHORE FUND 227015 0 0 0 0 0 0 1022421 0 1022421 0 0 0 1 0 0 PART III ACCOUNTING METHOD: PART IV: LINE 4 THIS ORGANIZATION IS AN EXEMPT ENTITY AND THERE IS NO UNRELATED BUSINESS INCOME GENERATED FROM THIS INVESTMENT; THEREFORE, FROM 8621 IS NOT REQUIRED. 83527 7750 250 0 83527 7750 250 8000 75527 WI 1 0 1 0 1.00000 MARCUS BUCHHOLZ 615 EAST AVENUE N LA CROSSE WI 54601 0 MARCUS BUCHHOLZ IN CHARGE OF FILING ALL NECESSARY REPORTS WITH THE STATE OF WISCONSIN. X 0 1 SCHOLARSHIPS PAID TO STUDENTS OF THE UNIVERSITY OF WISCONSIN-LA CROSSE 1843 1136645 PART I, LINE 2: SCHOLARSHIPS ARE MONITORED BY VARIOUS SCHOLARSHIP COMMITTEES AND THEY ABIDE BY THE CRITERIA OBJECTIVE CRITERIA ESTABLISHED BY THIS ORGANIZATION. THE SCHOLARSHIP COMMITTEES ARE RESPONSIBLE FOR VERIFYING APPLICANT QUALIFICATIONS. FORM 990, PART VI, SECTION A, LINE 8B THE COMMITTEES MEET AND THEN VOTE TO HAVE THE ITEMS APPROVED OR DISAPPROVED BY THE FULL BOARD. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE 990 WAS REVIEWED/APPROVED BY THE CHAIR OF THE BOARD OF DIRECTORS OF THE UNIVERSITY OF WISCONSIN-LA CROSSE FOUNDATION. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS ARE ASKED TO FILL OUT A CONFLICT OF INTEREST STATEMENT. IF THERE IS A CONFLICT, THE DIRECTORS RECUSE THEMSELVES FROM PARTICIPATION ON SUCH ISSUES. THE BOARD OF DIRECTORS ARE RESPONSIBLE FOR REVIEWING ANY POTENTIAL CONFLICTS. THE FOUNDATION REQUIRES ANNUAL REVIEW AND SIGN OFF OF THE CONFLICT OF INTEREST POLICY, BY ALL BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION ADJUSTMENTS ARE EVALUATED BY THE PRESIDENT OF THE FOUNDATION BASED ON COMPARABLE DATA OBTAINED AND REVIEWED TO ENSURE PAY IS REASONABLE. ONCE APPROVED BY THE PRESIDENT, ALL COMPENSATION ADJUSTMENTS ARE DISCUSSED AT THE BOARD LEVEL AND ALL DECISIONS ARE MADE BY THOSE WITHOUT CONFLICT AND ARE DOCUMENTED IN THE EMPLOYEE FILE. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C ORGANIZATION MAINTAINS AN AUDIT COMMITTEE THAT OVERSEES THE AUDIT PROCESS. THIS PROCESS HAS NOT CHANGED FROM THE PREVIOUS YEAR.