2019-11-06T12:18:58-06:00 2019-06-30 390758449 WIPFLI LLP 1502 LONDON ROAD SUITE 200 DULUTH MN 55812 990 2018-07-01 396064630 UNIVERSITY OF WISCONSIN - RIVER FALLS FOUNDATION INC UNIV 7154253505 410 SOUTH THIRD STREET RIVER FALLS WI 54022 JANET BURNS PRESIDENT 7154253505 2019-10-30 1 MICHAEL J PETERSON CPA P01833529 2187224705 2019-10-30 4.30.113.218 2019-10-30 10:06:27 CD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 E433C82216CF4B1B7B2D83A781BC20530CAF3EA5 2018 2020-01-14 16:20:31Z JANET BURNS 410 SOUTH THIRD STREET RIVER FALLS WI 54022 8539542 0 X WWW.UWRF.EDU/ALUMNI X 1948 WI TO BENEFIT THE UNIVERSITY OF WISCONSIN - RIVER FALLS. 16 16 7 23 0 0 2707156 3002402 191958 55535 797917 1174238 0 0 3697031 4232175 2543172 2539129 0 0 316894 244385 0 0 0 609011 223625 3469077 3007139 227954 1225036 29959118 31648912 121496 226402 29837622 31422510 X AN INDEPENDENT, NOT FOR PROFIT WISCONSIN CORPORATION, THE UWRF FOUNDATION IS ORGANIZED SOLELY FOR THE BENEFIT OF THE UNIVERSITY OF WISCONSIN-RIVER FALLS. PRIVATE GIVING TO THE FOUNDATION IS ESSENTIAL IN RAISING THE LEVEL OF EXCELLENCE AT THE UNIVERSITY. THROUGH SUPPORT OF THE UNIVERSITY'S GOALS AND OBJECTIVES, THE FOUNDATION IS COMMITTED TO ENGAGING PEOPLE WHO CARE ABOUT THE UNIVERSITY, AND WHO HAVE THE DEDICATION TO PROMOTE AND SUPPORT THE INITIATIVES OF THE UNIVERSITY. THE FOUNDATION MANAGES FUNDS ACCORDING TO THE WISHES OF THE DONORS, PROMOTES A CULTURE OF PHILANTHROPY, AND ADHERES TO THE ETHICAL AND CONSCIENTIOUS STEWARDSHIP OF ALL GIFTS. 0 0 1254155 1254155 0 SPECIAL PROJECTS FOR UNIVERSITY RELATED ACTIVITIES- DISBURSEMENTS OF THIS TYPE ARE FOR PAYMENTS TO ENHANCE AND SUPPORT THE ACTIVITIES OF THE UNIVERSITY OF WISCONSIN - RIVER FALLS INCLUDING, BUT NOT LIMITED TO THE FOLLOWING: TRAVEL, AWARDS & RECOGNITION, MEMBERSHIPS, CONFERENCES, EQUIPMENT, AND CAPITAL IMPROVEMENTS. 1011574 1011574 0 SCHOLARSHIPS AND AWARDS - SCHOLARSHIPS ARE PAID TO STUDENTS ENROLLED AT THE UNIVERSITY OF WISCONSIN - RIVER FALLS. DONEES ARE SELECTED ON THE BASIS OF SCHOLASTIC MERIT, LEADERSHIP, ETC. BY THE SCHOLARSHIP COMMITTEE OF THE FOUNDATION. INDIVIDUAL DONORS OF SCHOLARSHIPS MAY NOT SPECIFY INDIVIDUAL DONEES OF FUNDS. 860 SCHOLARSHIPS WERE AWARDED THIS YEAR. 273400 273400 0 UNIVERSITY OF WISCONSIN-RIVER FALLS EQUINE PROGRAM - STUDENTS LEARN TO RIDE AND CARE FOR THE HORSES. THE UNIVERSITY OF WISCONSIN - RIVER FALLS FOUNDATION ACCEPTED AND PROVIDED 16 HORSES DURING THE YEAR TO THE UNIVERSITY. 2539129 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 6 0 7 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 16 16 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AK CA CO DC KY ME MD MI MN NH NJ OH OR SC UT WA WV WI X JANET BURNS 7154253505 410 SOUTH THIRD STREET RIVER FALLS WI 54022 X GARTH CHRISTENSON DIRECTOR 1.00 X 0 0 0 KATHY DELONAIS DIRECTOR 1.00 X 0 0 0 PAUL DYKSTRA DIRECTOR 1.00 X 0 0 0 GREGORY GRAY DIRECTOR 1.00 X 0 0 0 SUZANNE HAGEN DIRECTOR 1.00 X 0 0 0 KAREN HANDORF DIRECTOR 1.00 X 0 0 0 DEBORAH HANSON DIRECTOR (THRU DECEMBER) 1.00 X 0 0 0 JOSEPH HARBOUK DIRECTOR (THRU SEPTEMBER) 1.00 X 0 0 0 MELISSA JOHANSEN DIRECTOR 1.00 X 0 0 0 KATHY LINDAHL DIRECTOR 1.00 X 0 0 0 DEANNE NEZAS DIRECTOR 1.00 X 0 0 0 VIRGIL NYLANDER DIRECTOR 1.00 X 0 0 0 GARY THIBODEAU DIRECTOR (THRU DECEMBER) 1.00 X 0 0 0 TAYT WUETHRICH DIRECTOR (THRU DECEMBER) 1.00 X 0 0 0 SHANNON ZIMMERMAN DIRECTOR 1.00 X 0 0 0 ROBERT CASEY PAST CHAIR 1.00 X X 0 0 0 WILLIAM BOEHM CHAIR 1.00 X X 0 0 0 MARK GHERTY VICE CHAIR 1.00 X X 0 0 0 GREG WHEELOCK TREASURER 1.00 X X 0 0 0 MARGARET KEATING SECRETARY 1.00 X X 0 0 0 JANET BURNS PRESIDENT 40.00 X 63999 0 5481 63999 0 5481 0 0 0 0 UNIVERSITY OF WISCONSIN RIVER FALLS 410 SOUTH THIRD STREET RIVER FALLS WI 54022 IT & PERSONNEL SERVICES 416488 1 3002402 273400 3002402 AFFINITY INCOME 900099 55535 55535 55535 605241 605241 4876364 4307367 568997 568997 568997 4232175 0 0 1229773 857008 857008 1682121 1682121 69480 69480 116302 116302 45151 45151 13452 13452 2433 2433 20413 20413 117415 117415 6949 6949 9829 9829 49851 49851 5855 5855 2370 2370 8510 8510 3007139 2539129 468010 0 50243 45877 985852 1312517 513445 414400 42892 10459 117363 56561 63171 60802 25575802 26870933 2727713 2933924 29959118 31648912 118820 46810 2676 179592 121496 226402 X 3678251 3709600 11570682 13124222 14588689 14588688 29837622 31422510 29959118 31648912 X 1225036 354503 5349 X 0 1 X 1 0 X 2587854 3070248 4825773 2707156 3002402 16193433 2587854 3070248 4825773 2707156 3002402 16193433 1379829 14813604 760753 599103 484111 480531 605241 2929739 87 157 137 106 0 487 19123659 553537 0.77460 0.77300 X 21188797 1117384 1223391 947679 56708 22525185 20163485 932632 1379681 1233042 53959 21188797 14862382 4587460 1615547 538605 363299 20163485 14889259 973604 -213990 786491 14862382 14808284 762659 262502 524855 419331 14889259 0.09380 0.68480 0.22140 0 0 84255 23453 60802 33108 33108 0 60802 ANNUITIES 636 F BENEFICIAL INTEREST IN CHARITABLE REMAINDER TRUST 321358 F BENEFICIAL INTEREST IN PERPETUAL TRUST 2611930 F 2933924 GIFT ANNUITY PAYABLE 179592 179592 4611384 354503 410172 5349 770024 3841360 117415 273400 390815 4232175 3026496 410172 410172 2616324 117415 273400 390815 3007139 PART V, LINE 4: ENDOWMENT FUNDS ARE USED TO PROVIDE SCHOLARSHIPS AND TO PROMOTE UNIVERSITY ACTIVITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: NET APPRECIATION ON ASSETS HELD IN TRUST 5,349. PART XI, LINE 4B - OTHER ADJUSTMENTS: NONCASH DONATIONS 273,400. PART XII, LINE 4B - OTHER ADJUSTMENTS: NONCASH DONATIONS 273,400. 1 UNIVERSITY OF WISCONSIN - RIVER FALLS 410 S THIRD STREET RIVER FALLS WI 54022 391805963 UNIVERSITY 539913 UNIVERSITY ACTIVITIES AND EVENTS UNIVERSITY OF WISCONSIN - RIVER FALLS 410 S THIRD STREET RIVER FALLS WI 54022 391805963 UNIVERSITY 13758 ACADEMIC/ADMIN FUNDS UNIVERSITY OF WISCONSIN - RIVER FALLS 410 S THIRD STREET RIVER FALLS WI 54022 391805963 UNIVERSITY 29937 CHANCELLOR FUNDS UNIVERSITY OF WISCONSIN - RIVER FALLS 410 S THIRD STREET RIVER FALLS WI 54022 391805963 UNIVERSITY 273400 APPRAISAL HORSES THE HORSES ARE USED IN THE EQUINE PROGRAM. STUDENTS LEARN HOW TO RIDE AND CARE FOR THE HORSES. 1 0 SCHOLARSHIPS TO ATTEND THE UNIVERSITY OF WISCONSIN - RIVER FALLS 635 1011574 FACULTY GRANTS RECOGNIZING OUTSTANDING SERVICE TO THE UNIVERSITY OF WISCONSIN - RIVER FALLS 11 6584 PART I, LINE 2: EVERY RECIPIENT IS REQUIRED TO ABIDE BY OUR FUND EXPENDITURE GUIDELINES AND EACH FUNDS PURPOSE STATEMENT WHEN REQUESTING ASSISTANCE FROM THE FOUNDATION. THIS IS MONITORED BY OUR ACCOUNTING DEPARTMENT. X HORSES 16 273400 APPRAISAL 5 0 1 0 FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION AMENDED THEIR BYLAWS TO REMOVE THE DEVELOPMENT COMMITTEE. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD AUDIT COMMITTEE REVIEWS THE FORM 990 AND POSES QUESTIONS TO BE ANSWERED PRIOR TO FILING. THEY PROVIDE A COPY OF THE FORM 990 TO BOARD MEMBERS DURING A MEETING PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C EACH BOARD MEMBER AND OFFICER ANNUALLY SIGNS A DOCUMENT DISCLOSING ANY CONFLICT OF INTEREST. THESE STATEMENTS ARE REVIEWED BY THE BOARD ANNUALLY. IF A CONFLICT OF INTEREST IS DISCLOSED BY A MEMBER, THAT MEMBER SHALL RECUSE THEM SELF FROM ANY ACTION CONCERNING THE NATURE OF THE CONFLICT, INCLUDING ABSTAINING FROM VOTING ON ANY ISSUE, OR SCHOLARSHIP CONSIDERATION RELATED TO THE CONFLICT OF INTEREST. IF A CONFLICT OF INTEREST IS DISCOVERED AFTER ONE HAS NOT BEEN VOLUNTARILY DISCLOSED, THE CHAIR OF THE BOARD AND THE PRESIDENT SHALL DISCUSS THE CONFLICT WITH THE MEMBER. IF IT IS DETERMINED A CONFLICT DOES EXIST, THE MEMBER SHALL THEN RECUSE THEM SELF, AS NOTED EARLIER. IF THE MEMBER REFUSES TO RECUSE HIM OR HERSELF, THE CHAIR SHALL BRING THE MATTER TO THAT BOARD TO REMOVE THE MEMBER FROM THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION IS DETERMINED BY UNIVERSITY OF WISCONSIN. THE PERCENTAGE OF COMPENSATION INVOICED IS DETERMINED BY COMPARABLE POSITIONS WITHIN THE UNIVERSITY OF WISCONSIN SYSTEM. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART VII THE UNIVERSITY OF WISCONSIN INVOICES UNIVERSITY OF WISCONSIN - RIVER FALLS FOUNDATION FOR 16% OF SALARY AND BENEFITS FOR SERVICES TO THE FOUNDATION. JANET BURNS - $69,481 FORM 990, PART XI, LINE 9: NET APPRECIATION ON ASSETS HELD IN TRUST 5,349.