2019-10-24T09:34:37-05:00 2019-06-30 390758449 WIPFLI LLP 4890 OWEN AYRES COURT SUITE 200 EAU CLAIRE WI 54701 990 2018-07-01 396088094 STOUT UNIVERSITY FOUNDATION INC STOU 7152321151 320 S BROADWAY MENOMONIE WI 54751 COLLEEN HARTMON BOLLOM TREASURER 7152321151 2019-10-02 1 ROB GANSCHOW CPA P01342660 7158323407 2019-10-02 137.26.200.211 2019-10-02 13:24:03 CD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 91E299E3466CA29075F8A71523B09EAC9C32D401 2018 2020-01-14 16:20:31Z KIMBERLY POLZIN 320 S BROADWAY MENOMONIE WI 54751 30939963 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. 27 27 0 75 0 0 3432615 3132225 0 0 3337105 3866881 26800 63437 6796520 7062543 2027964 3009642 0 0 0 0 0 0 596128 1402172 1370738 3430136 4380380 3366384 2682163 62441985 64505176 967978 976971 61474007 63528205 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 856612 856612 SCHOLARSHIPS WERE AWARDED TO 489 UNIVERSITY OF WISCONSIN-STOUT STUDENTS. 1975661 1975661 FUNDS PROVIDED TO UW-STOUT TO FUND A CHAIR, ACADEMIC CENTERS, AND VARIOUS OTHER PROJECTS FOR PROGRAMS AND DEPARTMENTS AT UW-STOUT. 177369 177369 FUNDS 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. 3009642 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 10 0 0 0 0 0 0 1 1 1 1 0 0 0 0 0 0 X 27 27 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 KIMBERLY POLZIN 7152321151 320 SOUTH BROADWAY MENONOMIE 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 MEMBER 0.50 X 0 0 0 SANDY CHOPIN 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 COLLEEN HARTMON BOLLOM MEMBER 0.50 X 0 0 0 STEVE HOISINGTON 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 MEMBER 0.50 X 0 0 0 GARY OLMSTEAD 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 RONALD SWANSON MEMBER 0.50 X 0 0 0 MARY VAN HOUT MEMBER 0.50 X 0 0 0 ROBERT WARD MEMBER 0.50 X 0 0 0 JANET YARDLEY MEMBER 0.50 X 0 0 0 LINDA ARZOUMANIAN SECRETARY 1.00 X X 0 0 0 DALE GRANCHALEK TREASURER 1.00 X X 0 0 0 THOMAS KORNEGOR PAST-PRESIDENT 2.00 X X 0 0 0 KIMBERLY POLZIN PRESIDENT 1.00 X X 0 0 0 MARK PARSONS FORMER EXECUTIVE DIRECTOR 10.00 X 0 0 0 DAVID WIENSCH ASSOCIATE DIRECTOR 24.00 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 1081711 1 3132225 359418 3132225 1230825 1230825 21737 21737 2880 0 2880 2880 2880 26513476 23877420 2636056 2636056 2636056 38820 38820 38820 7062543 0 0 3930318 2153030 2153030 856612 856612 1026172 507713 518459 8872 8872 7520 7520 111215 111215 2500 2500 23191 3817 19374 48107 40020 8087 77027 55583 21444 2586 2586 30195 3896 26299 21504 19039 2465 4017 4017 7832 7832 4380380 3009642 774610 596128 537152 35232 81860 312390 3377283 2866203 19385 89685 403992 154384 253624 249608 57110574 60002197 685790 579294 376317 370567 62441985 64505176 246531 275868 16542 721447 684561 967978 976971 X 7440088 7586332 19544172 19821414 34489747 36120459 61474007 63528205 62441985 64505176 2682163 -627965 0 X 0 1 X 1 0 X 2487507 1764974 1590637 2432615 3132225 11407958 2487507 1764974 1590637 2432615 3132225 11407958 1517452 9890506 873711 917730 933345 802291 1255442 4782519 38820 38820 16229297 0.60940 0.63770 X 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 34771553 2319878 471065 325976 248774 887384 36100362 0.06910 0.80560 0.12530 1 0 218347 218347 185645 154384 31261 249608 SPLIT-INTEREST AGREEMENTS LIABILITY 684561 684561 6328117 -627965 -627965 6956082 106461 106461 7062543 4273919 0 4273919 106461 106461 4380380 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 1975661 ASSISTANCE 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 BROADWAY MENOMONIE WI 54751 390853896 501 (C)(7) 177369 BECAUSE 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. 1 1 SCHOLARSHIPS TO UW-STOUT STUDENTS 489 856612 PART I, LINE 2: ALL 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. X 9 359418 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. 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 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.