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UW-STOUT FOUNDATION AND ALUMNI ASSOCIATION INC: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
UW-STOUT FOUNDATION AND ALUMNI ASSOCIATION INC (EIN 39-6088094)
Tax period
2018-07-01 to 2019-06-30
Filed
2019-10-24
IRS object ID
201902979349300130
Schema version
2018v3.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2019-10-24T09:34:37-05:00ReturnTs
Tax Period End2019-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN390758449PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WIPFLI LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14890 OWEN AYRES COURT SUITE 200AddressLine1Txt
CityEAU CLAIRECityNm
State AbbreviationWIStateAbbreviationCd
ZIP54701ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2018-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN396088094EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1STOUT UNIVERSITY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSTOUBusinessNameControlTxt
Phone7152321151PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1320 S BROADWAYAddressLine1Txt
CityMENOMONIECityNm
State AbbreviationWIStateAbbreviationCd
ZIP54751ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCOLLEEN HARTMON BOLLOMPersonNm
Person TitleTREASURERPersonTitleTxt
Phone7152321151PhoneNum
Signature2019-10-02SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROB GANSCHOW CPAPreparerPersonNm
PTINP01342660PTIN
Phone7158323407PhoneNum
Preparation2019-10-02PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address137.26.200.211IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-10-02IPDt
IP Tm13:24:03IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id91E299E3466CA29075F8A71523B09EAC9C32D401AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-01-14 16:20:31ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerKIMBERLY POLZINPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1320 S BROADWAYAddressLine1Txt
CityMENOMONIECityNm
State AbbreviationWIStateAbbreviationCd
ZIP54751ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$30,939,963GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.UWSTOUT.EDU/FOUNDATIONWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1962FormationYr
Legal Domicile StateWILegalDomicileStateCd
Activity Or MissionTHE 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.ActivityOrMissionDesc
Voting Members Governing Body27VotingMembersGoverningBodyCnt
Voting Members Independent27VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers75TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$3,432,615PYContributionsGrantsAmt
CY Contributions Grants$3,132,225CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$3,337,105PYInvestmentIncomeAmt
CY Investment Income$3,866,881CYInvestmentIncomeAmt
PY Other Revenue$26,800PYOtherRevenueAmt
CY Other Revenue$63,437CYOtherRevenueAmt
PY Total Revenue$6,796,520PYTotalRevenueAmt
CY Total Revenue$7,062,543CYTotalRevenueAmt
PY Grants And Similar Paid$2,027,964PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$3,009,642CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$596,128CYTotalFundraisingExpenseAmt
PY Other Expenses$1,402,172PYOtherExpensesAmt
CY Other Expenses$1,370,738CYOtherExpensesAmt
PY Total Expenses$3,430,136PYTotalExpensesAmt
CY Total Expenses$4,380,380CYTotalExpensesAmt
PY Revenues Less Expenses$3,366,384PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$2,682,163CYRevenuesLessExpensesAmt
Total Assets BOY$62,441,985TotalAssetsBOYAmt
Total Assets EOY$64,505,176TotalAssetsEOYAmt
Total Liabilities BOY$967,978TotalLiabilitiesBOYAmt
Total Liabilities EOY$976,971TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$61,474,007NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$63,528,205NetAssetsOrFundBalancesEOYAmt
MissionTHE 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.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$856,612ExpenseAmt
Grant$856,612GrantAmt
DescSCHOLARSHIPS WERE AWARDED TO 489 UNIVERSITY OF WISCONSIN-STOUT STUDENTS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$1,975,661ExpenseAmt
Grant$1,975,661GrantAmt
DescFUNDS PROVIDED TO UW-STOUT TO FUND A CHAIR, ACADEMIC CENTERS, AND VARIOUS OTHER PROJECTS FOR PROGRAMS AND DEPARTMENTS AT UW-STOUT.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$177,369ExpenseAmt
Grant$177,369GrantAmt
DescFUNDS PROVIDED TO THE STOUT ALUMNI ASSOCIATION WHICH HOSTED MANY ALUMNI GATHERINGS AND REUNIONS TO ADVANCE THE INTEREST AND EFFECTIVENESS OF THE UNIVERSITY OF WISCONSIN-STOUT AND STRENGTHEN THE TIES BETWEEN ALUMNI AND THE UNIVERSITY OF WISCONSIN-STOUT.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$3,009,642TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document10IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible ContributionsYes (1)NondeductibleContributionsInd
Nondeductible Contri DisclYes (1)NondeductibleContriDisclInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members27GoverningBodyVotingMembersCnt
Independent Voting Member27IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (1)DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldAKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCOStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KIMBERLY POLZINBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7152321151PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1320 SOUTH BROADWAYAddressLine1Txt
CityMENONOMIECityNm
State AbbreviationWIStateAbbreviationCd
ZIP54751ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (31 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
PHILLIP ASHFIELD
MEMBER0.50Yes (X)$0$0$0
CAROLYN BARNHART
MEMBER0.50Yes (X)$0$0$0
BOB BARWA
MEMBER0.50Yes (X)$0$0$0
DALE BOHNERT
MEMBER0.50Yes (X)$0$0$0
PAUL BROWN
MEMBER0.50Yes (X)$0$0$0
BILL BURMESCH
MEMBER0.50Yes (X)$0$0$0
SANDY CHOPIN
MEMBER0.50Yes (X)$0$0$0
GREGORY ELSE
MEMBER0.50Yes (X)$0$0$0
LINDA FUNK
MEMBER0.50Yes (X)$0$0$0
COLLEEN HARTMON BOLLOM
MEMBER0.50Yes (X)$0$0$0
STEVE HOISINGTON
MEMBER0.50Yes (X)$0$0$0
MARCIA JANTE
MEMBER0.50Yes (X)$0$0$0
LAUREN MARTEY
MEMBER0.50Yes (X)$0$0$0
KELLY MATTER
MEMBER0.50Yes (X)$0$0$0
GARY OLMSTEAD
MEMBER0.50Yes (X)$0$0$0
MARILYN PORTER
MEMBER0.50Yes (X)$0$0$0
ROGER RICHARDSON
MEMBER0.50Yes (X)$0$0$0
JOSEPH ROSSMEIER
MEMBER0.50Yes (X)$0$0$0
VICTOR SALAMONE
MEMBER0.50Yes (X)$0$0$0
TIM SEICHTER
MEMBER0.50Yes (X)$0$0$0
RONALD SWANSON
MEMBER0.50Yes (X)$0$0$0
MARY VAN HOUT
MEMBER0.50Yes (X)$0$0$0
ROBERT WARD
MEMBER0.50Yes (X)$0$0$0
JANET YARDLEY
MEMBER0.50Yes (X)$0$0$0
LINDA ARZOUMANIAN
SECRETARY1.00Yes (X)$0$0$0Yes (X)
DALE GRANCHALEK
TREASURER1.00Yes (X)$0$0$0Yes (X)
THOMAS KORNEGOR
PAST-PRESIDENT2.00Yes (X)$0$0$0Yes (X)
KIMBERLY POLZIN
PRESIDENT1.00Yes (X)$0$0$0Yes (X)
MARK PARSONS
FORMER EXECUTIVE DIRECTOR10.00$0$0$0Yes (X)
DAVID WIENSCH
ASSOCIATE DIRECTOR24.00$0$0$0Yes (X)
WILLIAM JOHNSON
EXECUTIVE DIRECTOR10.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1UNIVERSITY OF WISCONSIN - STOUTBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line1712 BROADWAY ST SAddressLine1Txt
CityMENOMONIECityNm
State AbbreviationWIStateAbbreviationCd
ZIP54751ZIPCd
FieldValueIRS element (for citing)
ServicesSTAFFING SERVICESServicesDesc
Compensation$1,081,711CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
All Other Contributions$3,132,225AllOtherContributionsAmt
Noncash Contributions$359,418NoncashContributionsAmt
Total Contributions$3,132,225TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,230,825TotalRevenueColumnAmt
Exclusion$1,230,825ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$21,737TotalRevenueColumnAmt
Exclusion$21,737ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$2,880RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$0RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$2,880RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,880TotalRevenueColumnAmt
Exclusion$2,880ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$26,513,476SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$23,877,420SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$2,636,056SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,636,056TotalRevenueColumnAmt
Exclusion$2,636,056ExclusionAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$38,820TotalRevenueColumnAmt
Exclusion$38,820ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$38,820OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,062,543TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$3,930,318ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$2,153,030TotalAmt
Program Services$2,153,030ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$856,612TotalAmt
Program Services$856,612ProgramServicesAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$1,026,172TotalAmt
Management And General$507,713ManagementAndGeneralAmt
Fundraising$518,459FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$8,872TotalAmt
Management And General$8,872ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$7,520TotalAmt
Management And General$7,520ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$111,215TotalAmt
Management And General$111,215ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$2,500TotalAmt
Management And General$2,500ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$23,191TotalAmt
Management And General$3,817ManagementAndGeneralAmt
Fundraising$19,374FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$48,107TotalAmt
Management And General$40,020ManagementAndGeneralAmt
Fundraising$8,087FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$77,027TotalAmt
Management And General$55,583ManagementAndGeneralAmt
Fundraising$21,444FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$2,586TotalAmt
Management And General$2,586ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$30,195TotalAmt
Management And General$3,896ManagementAndGeneralAmt
Fundraising$26,299FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$21,504TotalAmt
Management And General$19,039ManagementAndGeneralAmt
Fundraising$2,465FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$4,017TotalAmt
Management And General$4,017ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$7,832TotalAmt
Management And General$7,832ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$4,380,380TotalAmt
Program Services$3,009,642ProgramServicesAmt
Management And General$774,610ManagementAndGeneralAmt
Fundraising$596,128FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$537,152BOYAmt
EOY$35,232EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$81,860BOYAmt
EOY$312,390EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$3,377,283BOYAmt
EOY$2,866,203EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$19,385BOYAmt
EOY$89,685EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$403,992LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$154,384LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$253,624BOYAmt
EOY$249,608EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$57,110,574BOYAmt
EOY$60,002,197EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$685,790BOYAmt
EOY$579,294EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$376,317BOYAmt
EOY$370,567EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$62,441,985BOYAmt
EOY$64,505,176EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$246,531BOYAmt
EOY$275,868EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
EOY$16,542EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$721,447BOYAmt
EOY$684,561EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$967,978BOYAmt
EOY$976,971EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$7,440,088BOYAmt
EOY$7,586,332EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$19,544,172BOYAmt
EOY$19,821,414EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$34,489,747BOYAmt
EOY$36,120,459EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$61,474,007BOYAmt
EOY$63,528,205EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$62,441,985BOYAmt
EOY$64,505,176EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$2,682,163ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$627,965NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,487,507CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,764,974CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,590,637CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,432,615CurrentTaxYearMinus1YearAmt
Current Tax Year$3,132,225CurrentTaxYearAmt
Total$11,407,958TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,487,507CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,764,974CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,590,637CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,432,615CurrentTaxYearMinus1YearAmt
Current Tax Year$3,132,225CurrentTaxYearAmt
Total$11,407,958TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$1,517,452SubstantialContributorsTotAmt
Public Support Total170$9,890,506PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$873,711CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$917,730CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$933,345CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$802,291CurrentTaxYearMinus1YearAmt
Current Tax Year$1,255,442CurrentTaxYearAmt
Total$4,782,519TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year$38,820CurrentTaxYearAmt
Total$38,820TotalAmt
FieldValueIRS element (for citing)
Total Support$16,229,297TotalSupportAmt
Public Support CY1700.60940PublicSupportCY170Pct
Public Support PY1700.63770PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$42,463,666BeginningYearBalanceAmt
Contributions$1,794,618ContributionsAmt
Investment Earnings Or Losses$2,193,828InvestmentEarningsOrLossesAmt
Grants Or Scholarships$396,102GrantsOrScholarshipsAmt
Other Expenditures$306,543OtherExpendituresAmt
Administrative Expenses$914,054AdministrativeExpensesAmt
End Year Balance$44,835,413EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$39,704,417BeginningYearBalanceAmt
Contributions$1,320,486ContributionsAmt
Investment Earnings Or Losses$3,039,983InvestmentEarningsOrLossesAmt
Grants Or Scholarships$403,041GrantsOrScholarshipsAmt
Other Expenditures$298,753OtherExpendituresAmt
Administrative Expenses$899,426AdministrativeExpensesAmt
End Year Balance$42,463,666EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$35,185,208BeginningYearBalanceAmt
Contributions$1,637,840ContributionsAmt
Investment Earnings Or Losses$4,382,856InvestmentEarningsOrLossesAmt
Grants Or Scholarships$412,590GrantsOrScholarshipsAmt
Other Expenditures$285,856OtherExpendituresAmt
Administrative Expenses$803,041AdministrativeExpensesAmt
End Year Balance$39,704,417EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$36,100,362BeginningYearBalanceAmt
Contributions$665,924ContributionsAmt
Investment Earnings Or Losses-$133,091InvestmentEarningsOrLossesAmt
Grants Or Scholarships$380,976GrantsOrScholarshipsAmt
Other Expenditures$207,422OtherExpendituresAmt
Administrative Expenses$859,589AdministrativeExpensesAmt
End Year Balance$35,185,208EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$34,771,553BeginningYearBalanceAmt
Contributions$2,319,878ContributionsAmt
Investment Earnings Or Losses$471,065InvestmentEarningsOrLossesAmt
Grants Or Scholarships$325,976GrantsOrScholarshipsAmt
Other Expenditures$248,774OtherExpendituresAmt
Administrative Expenses$887,384AdministrativeExpensesAmt
End Year Balance$36,100,362EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.06910BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.80560PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.12530TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (1)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$218,347OtherCostOrOtherBasisAmt
Book Value$218,347BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$185,645OtherCostOrOtherBasisAmt
Depreciation$154,384DepreciationAmt
Book Value$31,261BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$249,608TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescSPLIT-INTEREST AGREEMENTS LIABILITYDesc
Amt$684,561Amt
FieldValueIRS element (for citing)
Total Liability$684,561TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$6,328,117TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$627,965NetUnrealizedGainsInvstAmt
Revenue Not Reported-$627,965RevenueNotReportedAmt
Revenue Subtotal$6,956,082RevenueSubtotalAmt
Investment Expenses Not Incld$106,461InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$106,461RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$7,062,543TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$4,273,919TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$4,273,919ExpensesSubtotalAmt
Investment Expenses Not Incld2$106,461InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$106,461ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$4,380,380TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART V, LINE 4:FormAndLineReferenceDesc
ExplanationTHE 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.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
UW-STOUT
712 S BROADWAYMENOMONIEWI54751391805963STATE OF WISCONSIN$1,975,661ASSISTANCE PROVIDED TO UNIVERSITY OF WISCONSIN-STOUT, WHICH IS THE REASON FOR THE FOUNDATION'S EXISTENCE, WAS A CHAIR, THE NAKATANI CENTER, DISCOVERY CENTER, ETHICS CENTER, PROFESSORSHIPS AND FOR VARIOUS ITEMS FOR DEPARTMENTS AND PROGRAMS AT THE UNIVERSITY OF WISCONSIN-STOUT.
STOUT ALUMNI ASSOCIATION
320 S BROADWAYMENOMONIEWI54751390853896501 (C)(7)$177,369BECAUSE OF THE INTEGRAL RELATIONSHIP BETWEEN THE STOUT UNIVERSITY FOUNDATION, INC. AND THE STOUT ALUMNI ASSOCIATION, THE MAJORITY OF THE OPERATING BUDGET OF THE STOUT ALUMNI ASSOCIATION IS FUNDED BY THE STOUT UNIVERSITY FOUNDATION, INC.
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org1TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSCHOLARSHIPS TO UW-STOUT STUDENTSGrantTypeTxt
Recipient489RecipientCnt
Cash Grant$856,612CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationALL AID REQUESTS MUST ABIDE BY THE FOUNDATION'S FUND EXPENDITURE POLICY AND THE FUND'S PURPOSE STATEMENT AND ARE MONITORED BY THE FOUNDATION'S ACCOUNTING DEPARTMENT.ExplanationTxt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution9ContributionCnt
Noncash Contributions Rpt F990$359,418NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, COLUMN (B):FormAndLineReferenceDesc
ExplanationTHE NUMBER OF CONTRIBUTIONS REPORTED REPRESENTS THE NUMBER OF CONTRIBUTORS.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 3THE 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. MARK PARSONS' 2018 COMPENSATION AS EXECUTIVE DIRECTOR IS AS FOLLOWS: REPORTABLE COMPENSATION: $146,202 ESTIMATED AMOUNT OF OTHER COMPENSATION: $30,096 DAVID WIENSCH'S 2018 COMPENSATION AS ASSOCIATE DIRECTOR IS AS FOLLOWS: REPORTABLE COMPENSATION: $86,679 ESTIMATED AMOUNT OF OTHER COMPENSATION: $32,674
FORM 990, PART VI, SECTION B, LINE 11BTHE 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 12CTHE 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 19THE FOUNDATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.