UNIVERSITY OF WISCONSIN FOUNDATION: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF WISCONSIN FOUNDATION (EIN 39-0743975)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2019-05-13
- IRS object ID
- 201921339349307207
- Schema version
- 2017v2.3
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-13T16:26:03-05:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Grant Thornton LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 E Wisconsin Ave | AddressLine1Txt |
| City | Milwaukee | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390743975 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | University of Wisconsin Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % CASEY ZWETTLER | InCareOfNm |
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 6082634545 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1848 University Avenue | AddressLine1Txt |
| City | Madison | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 537264090 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GEOFFREY MCCLOSKEY | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 6082634545 | PhoneNum |
| Signature | 2019-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Michelle L Weber | PreparerPersonNm |
| PTIN | P00556798 | PTIN |
| Phone | 4142898200 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 65.229.28.136 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 39529020191335000003 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-05-13 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DBB5A1BB300CE7347E9A562499B28AD7099757F8 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6098D55FF0E7CCF9C3E403A7CE8C578524A243B8 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Michael M Knetter | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1848 University Avenue | AddressLine1Txt |
| City | Madison | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 537264090 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,660,127,117 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.supportuw.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1945 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | UNIVERSITY OF WISCONSIN FOUNDATION AIDS UW-MADISON BY SOLICITING GIFTS & BEQUESTS, ADMINISTERS & INVESTS SECURITIES & PROPERTY & DISTRIBUTES PAYMENTS FOR BENEFIT OF UW-MADISON | ActivityOrMissionDesc |
| Voting Members Governing Body | 50 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 49 | VotingMembersIndependentCnt |
| Total Employee | 545 | TotalEmployeeCnt |
| Total Volunteers | 49 | TotalVolunteersCnt |
| Total Gross UBI | -$5,661,036 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$6,086,136 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $338,356,589 | PYContributionsGrantsAmt |
| CY Contributions Grants | $312,106,090 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,931,301 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,487,711 | CYProgramServiceRevenueAmt |
| PY Investment Income | $147,975,623 | PYInvestmentIncomeAmt |
| CY Investment Income | $160,392,847 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,273,370 | PYOtherRevenueAmt |
| CY Other Revenue | $1,091,138 | CYOtherRevenueAmt |
| PY Total Revenue | $490,536,883 | PYTotalRevenueAmt |
| CY Total Revenue | $476,077,786 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $252,853,187 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $278,831,683 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $28,526,902 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $29,525,451 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $717,001 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $700,627 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $25,720,620 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $57,287,201 | PYOtherExpensesAmt |
| CY Other Expenses | $33,333,119 | CYOtherExpensesAmt |
| PY Total Expenses | $339,384,291 | PYTotalExpensesAmt |
| CY Total Expenses | $342,390,880 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $151,152,592 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $133,686,906 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,935,324,656 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,174,956,171 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $407,707,238 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $409,788,613 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,527,617,418 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,765,167,558 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROMOTE THE WELFARE OF AND ADVANCE THE OBJECTIVES OF THE UNIVERSITY OF WISCONSIN-MADISON BY ENCOURAGING THE INTEREST, ENGAGEMENT, AND FINANCIAL SUPPORT OF ALUMNI, DONORS, AND FRIENDS IN THE LIFE OF THE UNIVERSITY AND WITH EACH OTHER. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $278,831,683 | ExpenseAmt |
| Grant | $278,831,683 | GrantAmt |
| Desc | IN ACCORDANCE WITH THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE, THE UNIVERSITY OF WISCONSIN FOUNDATION ASSISTS BY MAKING PAYMENTS TO OR ON BEHALF OF THE UNIVERSITY OF WISCONSIN. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenue | $2,165,896 | RevenueAmt |
| Desc | MEMBERSHIP SERVICES: PROVIDING PROGRAM, ACTIVITIES, ALUMNI LEARNING, ALUMNI CLUBS AND CHAPTERS, AS WELL AS AWARDS AND RECOGNITION FOR APPROXIMATELY 33,000 MEMBERS. THESE PROGRAMS PROMOTE THE UNIVERSITY OF WISCONSIN. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenue | $321,815 | RevenueAmt |
| Desc | PUBLICATIONS: "ON WISCONSIN" IS A QUARTERLY PUBLICATION AND SERVES AS THE OFFICIAL UNIVERSITY OF WISCONSIN ALUMNI MAGAZINE. "BADGER INSIDER" IS A MEMBERS ONLY PUBLICATION SERVING AS THE MEMBER FORUM. "FORWARD UNDER 40" IS THE ALUMNI ASSOCIATION'S NEWEST AWARDS PROGRAM. THIS PUBLICATION RECOGNIZES PROMINENT UNIVERSITY OF WISCONSIN ALUMNI UNDER THE AGE OF 40 LIVING IN THE WISCONSIN AREA. FLAMINGLE IS A WEEKLY EMAIL CONTAINING ARTICLES FOR ALUMNI. THE ALUMNI WEBSITE CONTAINS ONLINE ADVERTISEMENT BANNERS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $278,831,683 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (true) | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 162 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 545 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | Yes (true) | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form1098 C Filed | Yes (true) | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 50 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 49 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CASEY ZWETTLER | PersonNm |
| Phone | 6083085197 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1848 UNIVERSITY AVENUE | AddressLine1Txt |
| City | Madison | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53726 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (69 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Michael M Knetter | ||||||||
| PRESIDENT AND CEO/Ex Officio | 60.0 | 0.5 | Yes (X) | Yes (X) | $676,102 | $0 | $126,766 | |
| Jeffrey D Wiesner | ||||||||
| Chair - term exp 6/2020 | 8.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Michael S Shannon | ||||||||
| Vice Chair - Term exp 6/2020 | 4.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Linda L Ahlers | ||||||||
| Director - Term Exp 6/2020 | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Rajiv Batra | ||||||||
| Director - term exp 6/2020 | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| John D Baumann | ||||||||
| Director - term exp 6/2020 | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Susan J Cellmer | ||||||||
| Director - TERM EXP 6/2020 | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Jerome A Chazen | ||||||||
| Director - Term EXP 6/2020 | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Paul J Collins | ||||||||
| Ex Officio -TERM IS Continuous | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Jeffrey J Diermeier | ||||||||
| Director - TERM EXP 6/2020 | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Susan S Engeleiter | ||||||||
| Director - TERM EXP 6/2020 | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Thomas J Falk | ||||||||
| Ex Officio - TERM exp 6/2019 | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Wade Fetzer III | ||||||||
| Ex Officio -TERM IS Continuous | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| David F Florin | ||||||||
| Director - term exp 6/2020 | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Jere D Fluno | ||||||||
| Ex Officio -TERM IS Continuous | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Curtis J Fuszard | ||||||||
| Director - term exp 6/2020 | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Colleen A Goggins | ||||||||
| Director - TERM EXP 6/2020 | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Jeffrey C Hammes | ||||||||
| Director - TERM EXP 6/2020 | 1.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Jon D Hammes | ||||||||
| Director - TERM EXP 6/2020 | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Jill S Hatton | ||||||||
| Director - TERM EXP 6/2020 | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Elzie L Higginbottom | ||||||||
| Director - term exp 6/2020 | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Louis A Holland | ||||||||
| Director - Term Exp 6/2020 | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| John P Holton | ||||||||
| Director - TERM EXP 6/2020 | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| William P Hsu | ||||||||
| Director - term exp 6/2020 | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Ted D Kellner | ||||||||
| Ex Officio -TERM IS Continuous | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Peter S Kies | ||||||||
| Director - term exp 6/2020 | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Christopher Kozina | ||||||||
| Director - term exp 6/2020 | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Paul A Leff | ||||||||
| Director - TERM EXP 6/2020 | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Peter A Leidel | ||||||||
| Director - TERM EXP 6/2020 | 1.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Thomas P Madsen | ||||||||
| Director - TERM EXP 6/2020 | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Jane R Mandula | ||||||||
| Director - TERM EXP 6/2020 | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Karen A Monfre | ||||||||
| Director - term exp 6/2020 | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Alice D Mortenson | ||||||||
| Director - TERM EXP 6/2020 | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Melinda J Mount | ||||||||
| Director - TERM EXP 6/2020 | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| John S Nelson | ||||||||
| Director - TERM EXP 6/2020 | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Cory L Nettles | ||||||||
| Director - TERM EXP 6/2020 | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| John J Oros | ||||||||
| Ex Officio -TERM IS Continuous | 2.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Susan S Patterson | ||||||||
| Director - term exp 6/2020 | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Stephen R Petersen | ||||||||
| Director - TERM EXP 6/2020 | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Linda L Procci | ||||||||
| Director - TERM EXP 6/2020 | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Eilzabeth M Quadracci Harned | ||||||||
| Director - term exp 6/2020 | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Dr Frederick A Robertson | ||||||||
| Director - TERM EXP 6/2020 | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Ricky C Sandler | ||||||||
| Director - TERM EXP 6/2020 | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Laureen E Seeger | ||||||||
| Director - term exp 6/2020 | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Paul S Shain | ||||||||
| Director - TERM EXP 6/2020 | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Michael R Splinter | ||||||||
| Director - TERM EXP 6/2020 | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Stephanie L Swartz | ||||||||
| Director - TERM EXP 6/2020 | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Frances S Taylor | ||||||||
| Ex Officio -TERM IS Continuous | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Patrick A Thiele | ||||||||
| Director - TERM EXP 6/2020 | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Doris F Weisberg | ||||||||
| Director - TERM EXP 6/2020 | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Julie Van Cleave | ||||||||
| Chief Investment Officer | 50.0 | 0.0 | Yes (X) | $692,062 | $0 | $28,498 | ||
| Thomas P Olson | ||||||||
| CIO - Private Markets | 50.0 | 0.0 | Yes (X) | $443,344 | $0 | $48,766 | ||
| Alisa A Robertson | ||||||||
| Chief Advancement Officer | 55.0 | 0.5 | Yes (X) | $271,926 | $0 | $24,484 | ||
| Kari P Myrland | ||||||||
| Chief Information Officer | 40.0 | 0.0 | Yes (X) | $206,693 | $0 | $28,720 | ||
| Geoffrey M McCloskey | ||||||||
| Chief Financial Officer | 55.0 | 0.0 | Yes (X) | $188,976 | $0 | $41,192 | ||
| Scott T Mckinney | ||||||||
| Chief Operating Officer | 50.0 | 0.5 | Yes (X) | $178,420 | $0 | $39,674 | ||
| James P Kennedy | ||||||||
| Chief Marketing & Comm Officer | 50.0 | 0.0 | Yes (X) | $182,858 | $0 | $40,618 | ||
| Sarah Schutt | ||||||||
| Chief Alumni off & exe dir waa | 40.0 | 0.0 | Yes (X) | $128,134 | $0 | $14,011 | ||
| John C Norton | ||||||||
| assistant treasurer | 55.0 | 0.0 | Yes (X) | $111,530 | $0 | $12,018 | ||
| Catherine M Ahrens | ||||||||
| Secretary | 50.0 | 0.0 | Yes (X) | $103,686 | $0 | $32,216 | ||
| Amber Hodgson | ||||||||
| Assistant Secretary | 55.0 | 0.0 | Yes (X) | $102,775 | $0 | $17,843 | ||
| Bridget A Bush | ||||||||
| Treasurer - thru 3/2018 | 45.0 | 0.5 | Yes (X) | $92,079 | $0 | $31,592 | ||
| Sally Erdmann | ||||||||
| Treasurer - as of 3/2018 | 45.0 | 0.0 | Yes (X) | $81,189 | $0 | $29,704 | ||
| Collette M Clemens | ||||||||
| Chief HR Off. - 2/18 thru 8/18 | 50.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Richard J Shepley | ||||||||
| Senior Dir. of Investments | 50.0 | 0.0 | $481,204 | $0 | $48,766 | Yes (X) | ||
| Paula E Bonner | ||||||||
| Alumni Park | 45.0 | 0.0 | $227,244 | $0 | $35,719 | Yes (X) | ||
| Anne M Lucke | ||||||||
| VP & Managing Group Leader | 55.0 | 0.0 | $179,433 | $0 | $26,079 | Yes (X) | ||
| Brad W Jolin | ||||||||
| VP & Managing Group Leader | 50.0 | 0.0 | $164,804 | $0 | $38,684 | Yes (X) | ||
| Jodi K Patek | ||||||||
| Chief of Staff | 55.0 | 0.0 | $158,718 | $0 | $30,466 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,671,177 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $695,816 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 50 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Robert W Baird Co Inc | |||||
| 777 E Wisconsin Avenue Suite 2700 | MILWAUKEE | WI | 53202 | Investment Manager | $1,598,965 |
| 160over90 Inc | |||||
| One South Broad Street 10th Floor | PHILADELPHIA | PA | 19107 | Branding/Marketing | $1,545,294 |
| Yorktown Partners LLC | |||||
| 410 Park Avenue 19th Floor | NEW YORK | NY | 10022 | Alt Inv Manager | $912,787 |
| Morgan Stanley | |||||
| 1585 Broadway | NEW YORK | NY | 10036 | Investment Manager | $797,128 |
| Lazard Asset Management | |||||
| 30 Rockefeller Plaza | NEW YORK | NY | 10112 | Investment Manager | $687,867 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 49 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $0 | RelatedOrganizationsAmt |
| All Other Contributions | $312,106,090 | AllOtherContributionsAmt |
| Noncash Contributions | $32,345,419 | NoncashContributionsAmt |
| Total Contributions | $312,106,090 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| REGISTRATION | 900099 | $1,057,810 | $1,057,810 | |
| MEMBERSHIP REVENUE | 541900 | $755,576 | $755,576 | |
| PUBLICATIONS | 541800 | $321,815 | $321,815 | |
| TRAVEL/TOUR COMMISSIONS | 900099 | $352,510 | $352,510 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,487,711 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $50,481,700 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$6,993,512 | UnrelatedBusinessRevenueAmt |
| Exclusion | $57,475,212 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $634,375 | TotalRevenueColumnAmt |
| Exclusion | $634,375 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $202,805 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $202,805 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $202,805 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $196,763 | UnrelatedBusinessRevenueAmt |
| Exclusion | $6,042 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,293,123,834 | SecuritiesAmt |
| Other | $833,899 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,183,129,577 | SecuritiesAmt |
| Other | $917,009 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $109,994,257 | SecuritiesAmt |
| Other | -$83,110 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $109,911,147 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $813,898 | UnrelatedBusinessRevenueAmt |
| Exclusion | $109,097,249 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $86,751 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $2,745 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $84,006 | TotalRevenueColumnAmt |
| Exclusion | $84,006 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $169,952 | TotalRevenueColumnAmt |
| Exclusion | $169,952 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $169,952 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $476,077,786 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,165,896 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$5,661,036 | UnrelatedBusinessRevenueAmt |
| Exclusion | $167,466,836 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $278,831,683 | TotalAmt |
| Program Services | $278,831,683 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,144,434 | TotalAmt |
| Management And General | $3,437,580 | ManagementAndGeneralAmt |
| Fundraising | $706,854 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,586,097 | TotalAmt |
| Management And General | $7,793,496 | ManagementAndGeneralAmt |
| Fundraising | $11,792,601 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,810,435 | TotalAmt |
| Management And General | $831,770 | ManagementAndGeneralAmt |
| Fundraising | $978,665 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,375,070 | TotalAmt |
| Management And General | $1,014,881 | ManagementAndGeneralAmt |
| Fundraising | $1,360,189 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,609,415 | TotalAmt |
| Management And General | $757,035 | ManagementAndGeneralAmt |
| Fundraising | $852,380 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $240,795 | TotalAmt |
| Management And General | $110,529 | ManagementAndGeneralAmt |
| Fundraising | $130,266 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $295,847 | TotalAmt |
| Management And General | $295,847 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $700,627 | TotalAmt |
| Fundraising | $700,627 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,328,719 | TotalAmt |
| Management And General | $13,328,719 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,964,816 | TotalAmt |
| Management And General | $1,628,049 | ManagementAndGeneralAmt |
| Fundraising | $336,767 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,951,042 | TotalAmt |
| Management And General | $940 | ManagementAndGeneralAmt |
| Fundraising | $1,950,102 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,799,955 | TotalAmt |
| Management And General | $727,771 | ManagementAndGeneralAmt |
| Fundraising | $1,072,184 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,865,738 | TotalAmt |
| Management And General | $1,035,227 | ManagementAndGeneralAmt |
| Fundraising | $830,511 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,219,424 | TotalAmt |
| Management And General | $672,585 | ManagementAndGeneralAmt |
| Fundraising | $546,839 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $680,068 | TotalAmt |
| Management And General | $221,175 | ManagementAndGeneralAmt |
| Fundraising | $458,893 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $164,939 | TotalAmt |
| Management And General | $55,338 | ManagementAndGeneralAmt |
| Fundraising | $109,601 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,415 | TotalAmt |
| Management And General | $2,415 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,185,409 | TotalAmt |
| Management And General | $1,014,197 | ManagementAndGeneralAmt |
| Fundraising | $1,171,212 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $372,258 | TotalAmt |
| Management And General | $238,881 | ManagementAndGeneralAmt |
| Fundraising | $133,377 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| BAD DEBT EXPENSE | $3,370,509 | $3,370,509 | |
| ALUMNI EVENTS | $2,134,238 | $2,134,238 | |
| INCOME TAX LIABILITY | $623,896 | $623,896 | |
| CREDIT CARD USAGE FEES | $340,276 | $340,276 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $792,775 | TotalAmt |
| Management And General | $337,461 | ManagementAndGeneralAmt |
| Fundraising | $455,314 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $342,390,880 | TotalAmt |
| Program Services | $278,831,683 | ProgramServicesAmt |
| Management And General | $37,838,577 | ManagementAndGeneralAmt |
| Fundraising | $25,720,620 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $400 | BOYAmt |
| EOY | $400 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $105,030,838 | BOYAmt |
| EOY | $130,904,428 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $131,810,129 | BOYAmt |
| EOY | $122,589,146 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,304,453 | BOYAmt |
| EOY | $25,876,052 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,026,113 | BOYAmt |
| EOY | $1,068,731 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,209,309 | BOYAmt |
| EOY | $1,567,945 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $31,778,454 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $12,851,514 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,201,517 | BOYAmt |
| EOY | $18,926,940 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,110,241,598 | BOYAmt |
| EOY | $3,322,866,838 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $534,253,579 | BOYAmt |
| EOY | $528,291,968 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,246,720 | BOYAmt |
| EOY | $22,863,723 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,935,324,656 | BOYAmt |
| EOY | $4,174,956,171 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,872,622 | BOYAmt |
| EOY | $63,680,659 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,609,194 | BOYAmt |
| EOY | $19,757,297 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $341,225,422 | BOYAmt |
| EOY | $326,350,657 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $407,707,238 | BOYAmt |
| EOY | $409,788,613 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $122,478,514 | BOYAmt |
| EOY | $129,315,456 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,745,855,111 | BOYAmt |
| EOY | $1,883,399,918 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,659,283,793 | BOYAmt |
| EOY | $1,752,452,184 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,527,617,418 | BOYAmt |
| EOY | $3,765,167,558 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,935,324,656 | BOYAmt |
| EOY | $4,174,956,171 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $133,686,906 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $103,863,234 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Organization | Yes (X) | CollegeOrganizationInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $388,508,377 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $543,651,612 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $151,673,056 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $338,356,589 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $312,106,090 | CurrentTaxYearAmt |
| Total | $1,734,295,724 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $388,508,377 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $543,651,612 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $151,673,056 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $338,356,589 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $312,106,090 | CurrentTaxYearAmt |
| Total | $1,734,295,724 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $471,891,499 | SubstantialContributorsTotAmt |
| Public Support Total170 | $1,262,404,225 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $41,049,808 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $32,089,127 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,994,978 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $38,915,257 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $58,115,629 | CurrentTaxYearAmt |
| Total | $185,164,799 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $38,939 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $225,358 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $166,869 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $271,538 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $256,703 | CurrentTaxYearAmt |
| Total | $959,407 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $1,920,419,930 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $11,111,312 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.65736 | PublicSupportCY170Pct |
| Public Support PY170 | 0.59800 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PRESENTATION OF SCHEDULE A | FormAndLineReferenceDesc |
| Explanation | SCHEDULE A, PART II UNIVERSITY OF WISCONSIN FOUNDATION CHANGED FROM A CALENDAR YEAR END TO A JUNE 30 FISCAL YEAR END DURING 2016. THEREFORE, THE FISCAL YEAR END OF 6/30/2018 HAS BEEN PRESENTED IN COLUMN (E) 2017, THE FISCAL YEAR END OF 6/30/2017 HAS BEEN PRESENTED IN COLUMN (D) 2016, THE SHORT YEAR PERIOD OF 1/1/2016 TO 6/30/2016 HAS BEEN PRESENTED IN COLUMN (C) 2015, THE FULL YEAR 2015 HAS BEEN PRESENTED IN COLUMN (B) 2014 AND THE FULL YEAR 2014 HAS BEEN PRESENTED IN COLUMN (A) 2013. | ExplanationTxt |
Schedule B IRS990ScheduleB
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Volunteers | Yes (true) | VolunteersInd |
| Paid Staff Or Management | Yes (true) | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | Yes (true) | MailingsMembersInd |
| Mailings Members | $17,930 | MailingsMembersAmt |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | false | DirectContactLegislatorsInd |
| Rallies Demonstrations | Yes (true) | RalliesDemonstrationsInd |
| Rallies Demonstrations | $74,797 | RalliesDemonstrationsAmt |
| Other Activities | Yes (true) | OtherActivitiesInd |
| Other Activities | $12,097 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $104,824 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE C, PART II-B, LINE 1A | USE OF VOLUNTEERS FOR LOBBYING ACTIVITIES VOLUNTEERS WERE UTILIZED FOR UW DAY EVENTS IN MADISON AND WASHINGTON DC, WHEREBY THEY MET WITH ELECTED OFFICIALS AND LOBBIED THEM ON GENERAL SUPPORT FOR UW-MADISON AND HIGHER EDUCATION. |
| SCHEDULE C, PART II-B, LINE 1 | DETAILED DESCRIPTION OF LOBBYING ACTIVITIES DURING THE FISCAL YEAR, TWO EMPLOYEES SPENT PART OF THEIR TIME ON LOBBYING EFFORTS IN MADISON AND WASHINGTON DC. OTHER COSTS INCLUDED PRINT, MAILING, AND SOFTWARE TO COMMUNICATE WITH ALUMNI AND ELECTED OFFICIALS AS WELL AS EVENT AND TRAVEL COSTS. |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,064,218,117 | BeginningYearBalanceAmt |
| Contributions | $96,528,959 | ContributionsAmt |
| Investment Earnings Or Losses | $163,113,887 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $78,566,397 | OtherExpendituresAmt |
| Administrative Expenses | $19,360,702 | AdministrativeExpensesAmt |
| End Year Balance | $2,225,933,864 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,861,296,415 | BeginningYearBalanceAmt |
| Contributions | $89,226,007 | ContributionsAmt |
| Investment Earnings Or Losses | $226,126,313 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $95,447,158 | OtherExpendituresAmt |
| Administrative Expenses | $16,983,460 | AdministrativeExpensesAmt |
| End Year Balance | $2,064,218,117 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,814,865,682 | BeginningYearBalanceAmt |
| Contributions | $36,420,629 | ContributionsAmt |
| Investment Earnings Or Losses | $13,744,431 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,734,327 | OtherExpendituresAmt |
| End Year Balance | $1,861,296,415 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,661,118,411 | BeginningYearBalanceAmt |
| Contributions | $168,905,586 | ContributionsAmt |
| Investment Earnings Or Losses | -$23,968,864 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$8,810,549 | OtherExpendituresAmt |
| End Year Balance | $1,814,865,682 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,555,980,597 | BeginningYearBalanceAmt |
| Contributions | $84,185,170 | ContributionsAmt |
| Investment Earnings Or Losses | $68,320,858 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $47,368,214 | OtherExpendituresAmt |
| End Year Balance | $1,661,118,411 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.78570 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.21430 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $502,530 | OtherCostOrOtherBasisAmt |
| Book Value | $502,530 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $13,131,812 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,212,212 | DepreciationAmt |
| Book Value | $6,919,600 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $775,466 | OtherCostOrOtherBasisAmt |
| Depreciation | $292,205 | DepreciationAmt |
| Book Value | $483,261 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $17,353,690 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,347,097 | DepreciationAmt |
| Book Value | $11,006,593 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $14,956 | OtherCostOrOtherBasisAmt |
| Book Value | $14,956 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $18,926,940 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| LIMITED PARTNERSHIPS | $316,039,512 | F |
| REAL ASSET FUNDS | $210,684,996 | F |
| OTHER FUNDS | $1,567,460 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $528,291,968 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (9 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED COMPENSATION | $2,522,791 |
| LIABILITY UNDER SPLIT INTEREST | $44,599,135 |
| FUNDS DUE TO OTHER ORGANIZATIONS | $3,677,710 |
| BENEFIT OF U.W. - HOSPITAL & CLINIC | $202,370,951 |
| BENEFIT OF U.W. - STEVENS POINT | $34,675,825 |
| BENEFIT OF U.W. - GREEN BAY | $33,168,852 |
| BENEFIT OF WI 4-H FDN | $3,738,129 |
| BENEFIT OF CASB | $1,592,994 |
| BENEFIT OF WIAC | $4,270 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $326,350,657 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PART V, LINE 4 | INTENDED USES OF ENDOWMENT FUNDS THE FOUNDATION'S ENDOWMENT CONSISTED OF 3,969 AND 3,959 INDIVIDUAL FUNDS AT JUNE 30, 2018 AND JUNE 30, 2017, RESPECTIVELY. THESE FUNDS WERE ESTABLISHED FOR A VARIETY OF PURPOSES RELATED TO THE ORGANIZATION'S EXEMPT PURPOSE. AS REQUIRED BY GAAP, NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS AND ON STATE LAW. |
| SCHEDULE D, PART X, LINE 2 | ORGANIZATION'S LIABILITY FOR UNCERTAIN TAX POSITIONS UNDER ASC 740 THE FOUNDATION HAS RECEIVED A DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE STATING THAT IT IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC). HOWEVER, THE FOUNDATION IS SUBJECT TO FEDERAL AND STATE INCOME TAXES ON ITS UNRELATED BUSINESS INCOME, AS A RESULT OF OWNERSHIP IN VARIOUS INVESTMENT ENTITIES. THE FOUNDATION RECOGNIZES THE FINANCIAL STATEMENT BENEFIT OF A TAX POSITION ONLY AFTER DETERMINING THAT THE RELEVANT TAX AUTHORITY WOULD MORE LIKELY THAN NOT SUSTAIN THE POSITION FOLLOWING AN AUDIT. FOR TAX POSITIONS MEETING THE MORE LIKELY THAN NOT THRESHOLD, THE AMOUNT RECOGNIZED IN THE FINANCIAL STATEMENT IS THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT WITH THE RELEVANT TAX AUTHORITY. THE FOUNDATION APPLIED THE UNCERTAIN TAX POSITION GUIDANCE TO ALL TAX POSITIONS FOR WHICH THE STATUTE OF LIMITATIONS REMAINED OPEN. THE FOUNDATION IS SUBJECT TO FEDERAL INCOME TAXES AND FILES STATE TAX RETURNS IN VARIOUS STATES. IN ADDITION TO FILING IN ITS HOME STATE OF WISCONSIN, THE FOUNDATION FILES STATE INCOME TAX RETURNS IN 38 STATES. TAX REGULATIONS WITHIN EACH JURISDICTION ARE SUBJECT TO THE INTERPRETATION OF THE RELATED LAWS AND REGULATIONS AND REQUIRE SIGNIFICANT JUDGMENT TO APPLY. TAX YEARS OPEN TO EXAMINATIONS BY TAX AUTHORITIES UNDER THE FEDERAL STATUTE OF LIMITATIONS INCLUDES CALENDAR YEAR 2015 AND FISCAL YEARS ENDED JUNE 30, 2016, 2017 AND 2018. OPEN TAX YEARS UNDER THE VARIOUS STATE STATUTES OF LIMITATIONS INCLUDE CALENDAR YEARS 2011 TO 2015 AND FISCAL YEARS ENDED JUNE 30, 2016, 2017 AND 2018. FOR STATES WHERE THE FOUNDATION HAS NOT FILED A STATE RETURN, ALL TAX YEARS REMAIN OPEN. THE FOUNDATION, IF APPLICABLE, RECOGNIZES INTEREST ACCRUED RELATED TO UNRECOGNIZED TAX BENEFITS IN INTEREST EXPENSE AND RECOGNIZES PENALTIES IN OPERATING EXPENSES. DURING THE YEAR ENDED JUNE 30, 2018 OR 2017, THE FOUNDATION DID NOT RECOGNIZE ANY MATERIAL INTEREST OR PENALTIES. AS OF JUNE 30, 2018, THE FOUNDATION HAS APPROXIMATELY $12,200,000 OF FEDERAL NET OPERATING LOS CARRYFORWARDS AVAILABLE AS A RESULT OF LOSSES SUSTAINED RELATED TO ITS OWNERSHIP IN VARIOUS INVESTMENT ENTITIES. THE FOUNDATION ALSO HAS APPROXIMATELY $10,100,000 OF STATE NET OPERATING LOSS CARRYFORWARDS AVAILABLE. THESE NET OPERATING LOSSES HAVE BEEN OFFSET BY A FULL VALUATION ALLOWANCE DUE TO THE UNCERTAINTY OF REALIZING THE BENEFIT OF THE CARRYFORWARDS IN FUTURE YEARS. ON DECEMBER 22, 2017, TAX REFORM LEGISLATION COMMONLY KNOWN AS THE TAX CUTS AND JOBS ACT OF 2017 (THE ACT) WAS PASSED; RESULTING IN SIGNIFICANT MODIFICATIONS TO EXISTING TAX LAW. THERE WERE NO MATERIAL EFFECTS ON THE FOUNDATIONS FINANCIAL STATEMENTS AS A RESULT OF THE ACT. MANAGEMENT IS EVALUATING THE ONGOING IMPACT OF THE ACT ON THE FOUNDATION. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (4 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|
| Central America and the Caribbean | Investments | $59,492,032 |
| Europe (Including Iceland and Greenland) | Investments | $35,957,566 |
| North America | Investments | $8,611,512 |
| South America | Investments | $555,769 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $104,616,879 | SubtotalSpentAmt |
| Total Spent | $104,616,879 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Retained By ContractorRetainedByContractorAmt |
|---|---|---|---|---|---|---|
| 160over90 Inc | ||||||
| One South Broad St 10th Floor | Philadelphia | PA | 19107 | FUNDRAISING CONSULTANT | false | $524,898 |
| Plus Delta Partners | ||||||
| 6965 El Camino Real SE 105-488 | Carlsbad | CA | 92009 | FUNDRAISING CONSULTANT | false | $168,988 |
| Ruffalo Noel Levitz | ||||||
| PO Box 718 | Des Moines | IA | 50303 | FUNDRAISING CONSULTANT | false | $136,241 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $830,127 | TotalRetainedByContractorsAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
Persons With Books US Address PersonsWithBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1848 University Avenue | AddressLine1Txt |
| City | Madison | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53726 | ZIPCd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | GROSS RECEIPTS FROM FUNDRAISERS | FormAndLineReferenceDesc |
| Explanation | SCHEDULE G, PART I, LINE 2B, COLUMN (IV) THE GROSS RECEIPTS FROM THE ACTIVITY THAT 160OVER90, INC. AND PLUS DELTA PARTNERS ASSIST OUR ORGANIZATION ON ARE NOT ABLE TO BE SEPARATELY REPORTED. 160OVER90, INC. ASSISTS WITH CAMPAIGN EFFORTS AND STRATEGIC DIRECTION. PLUS DELTA PARTNERS PROVIDES TRAINING AND WORKSHOPS FOR THE DEVELOPMENT STAFF AND HELPS WITH STRATEGY. RUFFALO NOEL LEVITZ IS A CONSULTING GROUP THAT WAS UTILIZED TO MANAGE OUR TELEFUND. THE WORK OF THESE ORGANIZATIONS AID IN MANY OF OUR FUNDRAISING INITIATIVES THROUGHOUT OUR FISCAL YEAR AND THUS CANNOT BE SEPARATELY REPORTED. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|---|---|---|---|---|
| University of Wisconsin Madison | ||||||||||
| 21 N Park St | Madison | WI | 537151218 | 396006492 | State of WIS | $277,654,032 | $0 | See Sch I, Part IV | ||
| University of Wisconsin Madison | ||||||||||
| 21 N Park St | Madison | WI | 537151218 | 396006492 | State of WIS | $0 | $329,201 | See Sch I, Part IV | Appraisal | Art |
| University of Wisconsin Madison | ||||||||||
| 21 N Park St | Madison | WI | 537151218 | 396006492 | State of WIS | $0 | $252,575 | See Sch I, Part IV | other | household goods |
| University of Wisconsin Madison | ||||||||||
| 21 N Park St | Madison | WI | 537151218 | 396006492 | State of WIS | $0 | $64,285 | See Sch I, Part IV | appraisal | books & pulications |
| University of Wisconsin Madison | ||||||||||
| 21 N Park St | Madison | WI | 537151218 | 396006492 | State of WIS | $0 | $500,913 | See Sch I, Part IV | Other | Equipment |
| University of Wisconsin Madison | ||||||||||
| 21 N Park St | Madison | WI | 537151218 | 396006492 | STATE OF WIS | $25,198 | See Sch I, Part IV | OTHER | Furniture | |
| University of Wisconsin Madison | ||||||||||
| 21 N Park St | Madison | WI | 537151218 | 396006492 | STATE OF WIS | $5,479 | See Sch I, Part IV | OTHER | OTHER | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS IN THE U.S. THE UNIVERSITY OF WISCONSIN FOUNDATION AIDS THE UNIVERSITY OF WISCONSIN BY SOLICITING GIFTS OF REAL AND PERSONAL PROPERTY WHICH IT COLLECTS, ADMINISTERS AND DISTRIBUTES FOR THE BENEFIT OF THE UNIVERSITY OF WISCONSIN IN ADVANCING ITS SCIENTIFIC, LITERARY, ATHLETIC AND EDUCATIONAL PURPOSES. THERE IS NO FURTHER MONITORING OF THE USE OF GRANT FUNDS FOLLOWING DISBURSEMENT TO THE UNIVERSITY OF WISCONSIN. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | Yes (true) | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (13 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Michael M Knetter | ||||||||||||||
| PRESIDENT AND CEO/Ex Officio | $531,462 | $0 | $131,950 | $0 | $12,690 | $0 | $105,000 | $0 | $21,766 | $0 | $802,868 | $0 | $0 | $0 |
| Julie Van Cleave | ||||||||||||||
| Chief Investment Officer | $541,861 | $0 | $148,911 | $0 | $1,290 | $0 | $27,000 | $0 | $1,498 | $0 | $720,560 | $0 | $0 | $0 |
| Thomas P Olson | ||||||||||||||
| CIO - Private Markets | $392,142 | $0 | $50,485 | $0 | $717 | $0 | $27,000 | $0 | $21,766 | $0 | $492,110 | $0 | $0 | $0 |
| Alisa A Robertson | ||||||||||||||
| Chief Advancement Officer | $230,276 | $0 | $41,200 | $0 | $450 | $0 | $22,986 | $0 | $1,498 | $0 | $296,410 | $0 | $0 | $0 |
| Kari P Myrland | ||||||||||||||
| Chief Information Officer | $205,403 | $0 | $0 | $0 | $1,290 | $0 | $20,734 | $0 | $7,986 | $0 | $235,413 | $0 | $0 | $0 |
| Geoffrey M McCloskey | ||||||||||||||
| Chief Financial Officer | $188,286 | $0 | $0 | $0 | $690 | $0 | $19,452 | $0 | $21,740 | $0 | $230,168 | $0 | $0 | $0 |
| Scott T Mckinney | ||||||||||||||
| Chief Operating Officer | $177,970 | $0 | $0 | $0 | $450 | $0 | $18,002 | $0 | $21,672 | $0 | $218,094 | $0 | $0 | $0 |
| James P Kennedy | ||||||||||||||
| Chief Marketing & Comm Officer | $182,408 | $0 | $0 | $0 | $450 | $0 | $18,903 | $0 | $21,715 | $0 | $223,476 | $0 | $0 | $0 |
| Richard J Shepley | ||||||||||||||
| Senior Dir. of Investments | $391,186 | $0 | $89,568 | $0 | $450 | $0 | $27,000 | $0 | $21,766 | $0 | $529,970 | $0 | $0 | $0 |
| Paula E Bonner | ||||||||||||||
| Alumni Park | $205,822 | $0 | $18,000 | $0 | $3,422 | $0 | $21,264 | $0 | $14,455 | $0 | $262,963 | $0 | $0 | $0 |
| Anne M Lucke | ||||||||||||||
| VP & Managing Group Leader | $178,743 | $0 | $0 | $0 | $690 | $0 | $18,179 | $0 | $7,900 | $0 | $205,512 | $0 | $0 | $0 |
| Brad W Jolin | ||||||||||||||
| VP & Managing Group Leader | $164,504 | $0 | $0 | $0 | $300 | $0 | $17,056 | $0 | $21,628 | $0 | $203,488 | $0 | $0 | $0 |
| Jodi K Patek | ||||||||||||||
| Chief of Staff | $158,028 | $0 | $0 | $0 | $690 | $0 | $16,190 | $0 | $14,276 | $0 | $189,184 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1A | HEALTH OR SOCIAL CLUB MEMBERSHIPS THE PERSONAL USE PORTION OF MICHAEL M. KNETTER'S COUNTRY CLUB MEMBERSHIP WAS INCLUDED IN HIS FORM W-2. |
| SCHEDULE J, PART I, LINE 4B | PERSONS PARTCIPATING IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN MICHAEL M. KNETTER PARTICIPATES IN A 457(B) AND 457(F) SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN OF THE UNIVERSITY OF WISCONSIN FOUNDATION. THE UNIVERSITY OF WISCONSIN FOUNDATION CONTRIBUTED $18,000 AND $60,000, RESPECTIVELY TO THESE PLANS DURING 2017. |
| SCHEDULE J, PART I, LINE 5A | COMPENSATION CONTINGENT ON REVENUES THE PRESIDENT/CEO AND CHIEF ADVANCEMENT OFFICER PARTICIPATE IN AN INCENTIVE COMPENSATION ARRANGEMENT. THESE EXECUTIVES VARIABLE COMPENSATION IS BASED ON PERFORMANCE AGAINST A SCORECARD AND INCLUDES A COMPONENT BASED ON DEVELOPMENT DOLLARS RECEIVED. THE CATEGORIES AND METRICS ARE REVIEWED AND ADJUSTED ANNUALLY BY THE EXECUTIVE COMMITTEE. tHERE IS ALSO A QUALITATIVE COMPONENT TO EACH SCORECARD. SCHEDULE J, PART I, LINE 7 ORGANIZATION PROVIDING NON-FIXED PAYMENTS NOT DESCRIBED IN LINES 5 & 6 BEGINNING WITH CALENDAR YEAR 2007, THE INVESTMENT COMMITTEE OF THE UNIVERSITY OF WISCONSIN FOUNDATION BOARD INSTITUTED AN INCENTIVE COMPENSATION PLAN FOR SELECTED PARTICIPANTS OF THE UW FOUNDATION INVESTMENT MANAGMENT GROUP. THE BOARD OF DIRECTORS AND THE PRESIDENT OF THE UNIVERSITY OF WISCONSIN FOUNDATION APPROVED THE ESTABLISHMENT OF THE PLAN WHICH IS DETAILED BELOW: PARTICIPANTS: CHIEF INVESTMENT OFFICER, SENIOR DIRECTORS OF INVESTMENTS AND OTHERS RECOMMENDED BY THE PRESIDENT AND CEO AND APPROVED BY THE INVESTMENT COMMITTEE AND Executive COmmittee. INCENTIVE COMPENSATION: PARTICIPANTS ARE ELIGIBLE FOR AWARDS RANGING FROM ZERO TO 50% OF THEIR ANNUAL BASE CASH COMPENSATION EARNED IN THE FISCAL YEAR UNDER REVIEW. THE PRESIDENT AND CEO, IN CONSULTATION WITH THE CHAIR OF THE INVESTMENT COMMITTEE, RECOMMENDS APPROPRIATE PERCENTAGE AWARDS BASED UPON A RETROSPECTIVE ASSESSMENT OF PERFORMANCE AGAINST GOALS ON A SET OF WEIGHTED FACTORS CUSTOMIZED FOR EACH ELIGIBLE EMPLOYEE. THESE ASSESSMENTS ARE COMPLETED AS DATA BECOMES AVAILABLE FOR THE PRIOR FISCAL YEAR, AND ARE SUBSEQUENTLY PRESENTED TO THE EXECUTIVE COMMITTEE FOR APPROVAL. INCENTIVE COMPENSATION AWARDED UNDER THIS PLAN WILL NOT TRIGGER ADDITIONAL CONTRIBUTIONS TO THE FOUNDATION'S DEFINED CONTRIBUTION 401(K) PLAN. FACTORS TO CONSIDER: IN DETERMINING THE PERCENTAGE OF SALARY TO BE AWARDED, EACH ELIGIBLE PARTICIPANT WILL BE EVALUATED ON INVESTMENT RETURN RESULTS AS WELL AS NON-FINANCIAL FACTORS RELATED TO HIS/HER PERFORMANCE. THE SPECIFIC FACTORS, COMPARISONS, TIMEFRAMES AND WEIGHTINGS WILL BE DETERMINED BY THE INVESTMENT COMMITTEE CHAIR, IN CONSULTATION WITH THE PRESIDENT AND CEO, BASED ON EACH INDIVIDUAL PARTICIPANT'S ROLE, LENGTH OF SERVICE, ASSET CLASS RESPONSIBILITY AND OTHER RELEVANT FACTORS. THESE PERSONALIZED PERFORMANCE MEASURES WILL BE DOCUMENTED IN MATRICES, AND APPROVED BY THE EXECUTIVE COMMITTEE FOR EACH PARTICIPANT PRIOR TO THE BEGINNING OF THE FISCAL YEAR TO BE MEASURED. METHOD OF PAYMENT: PAYMENTS WILL BE AWARDED AS CASH OR DEFERRED COMPENSATION, THE LATTER SUBJECT TO APPROPRIATE IRS AND SEC REGULATIONS. PARTICIPANTS MAY SELECT THE FORM OF COMPENSATION IN INCREMENTS OF 25%. |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 13 | ContributionCnt |
| Noncash Contributions Rpt F990 | $329,761 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Appraisal/Other | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $64,285 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Appraisal/Other | MethodOfDeterminingRevenuesTxt |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $327,310 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Other | MethodOfDeterminingRevenuesTxt |
Cars And Other Vehicles CarsAndOtherVehiclesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,809 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Other | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 500 | ContributionCnt |
| Noncash Contributions Rpt F990 | $29,986,973 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | market value | MethodOfDeterminingRevenuesTxt |
Securities Closely Held Stock SecuritiesCloselyHeldStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $143,569 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | market value | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp |
Real Estate Residential RealEstateResidentialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $209,900 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Appraisal | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 9 | ContributionCnt |
| Noncash Contributions Rpt F990 | $45,496 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Other | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp |
Other Non Cash Contri Table OtherNonCashContriTableGrp (7 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | LIFE INSURANCE POLICIES | 5 | $547,495 | Other |
| Yes (X) | SUPPLIES & EQUIPMENT | 10 | $505,935 | Other |
| Yes (X) | EVENT HOSTING | 18 | $125,059 | Other |
| Yes (X) | Furniture | 3 | $25,198 | Other |
| Yes (X) | MISCELLANEOUS ITEMS | 20 | $22,263 | OTHER |
| Yes (X) | Gift Cards | 11 | $6,683 | OTHER |
| Yes (X) | SPORTS PARAPHERNALIA | 2 | $3,683 | OTHER |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 26 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule M, Part I, Column B | COLUMN B REPORTING EXPLANATION THE ORGANIZATION IS REPORTING NUMBER OF CONTRIBUTIONS IN COLUMN B OF SCHEDULE M, PART I. |
| SCHEDULE M, PART I, LINE 32 | THIRD PARTIES AND NON-CASH CONTRIBUTIONS FOR NON-CASH CONTRIBUTIONS THAT ARE NOT TRANSFERRED TO THE UNIVERISTY OF WISCONSIN, THE UNIVERSITY OF WISCONSIN FOUNDATION HIRES REAL ESTATE AGENTS (AT ARM'S LENGTH) TO SELL REAL ESTATE, BROKERS WITHIN A NETWORK OF ACCOUNTS HELD IN THE FOUNDATION'S NAME TO SELL STOCK, AND A THRID PARTY (AT ARM'S LENGTH) TO SELL ANY MISCELLANEOUS GOODS. |
| SCHEDULE M, PART I | REAL ESTATE PROPERTY CONTRIBUTION REAL ESTATE PROPERTY VALUED AT $7,000,000 WAS DONATED IN THE CURRENT YEAR IN SATISFACTION OF A PRIOR YEAR PLEDGE. AS SUCH, IT IS NOT REPORTED AS A CURRENT YEAR CONTRIBUTION AND IS NOT REQUIRED TO BE REPORTED IN SCHEDULES B OR M. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART VI, SECTION A, LINE 2 | Reportable Relationships -Susan S. Engeleiter and Michael S. Shannon - Family Relationship -Jane R. Mandula and Michal R. Splinter - Business Relationship -John J. Oros and Ted D. Kellner - Business Relationship -Paul S. Shain and Ted D. Kellner - business relationship -Paul S. Shain, Ted D. Kellner, and Michael M. Knetter - business relationship |
| PART VI, SECTION B, LINE 11B | PROCESS ORGANIZATION USES TO REVIEW FORM 990 THE FORM 990 IS PREPARED BY AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTING FIRM. ONCE A DRAFT OF THE FORM 990 IS RECEIVED FROM THE INDEPENDENT CERTIFIED PUBLIC ACCOUNTING FIRM, A LINE BY LINE REVIEW OF THE RETURN IS COMPLETED BY THE DIRECTOR OF FINANCIAL REPORTING OF THE UNIVERSITY OF WISCONSIN FOUNDATION WHO IS A CERTIFIED PUBLIC ACCOUNTANT. THE RETURN IS ALSO REVIEWED BY THE CHIEF FINANCIAL OFFICER AND BY THE AUDIT COMMITTEE OF THE UNIVERSITY OF WISCONSIN FOUNDATION PRIOR TO FILING. THE FORM 990 IS PROVIDED TO ALL BOARD MEMBERS PRIOR TO FILING. |
| PART VI, SECTION B, LINE 12C | HOW ORGANIZATION MONITORS AND ENFORCES CONFLICT OF INTEREST POLICY ALL OFFICERS, DIRECTORS, KEY EMPLOYEES, AND EMPLOYEES OF THE UNIVERSITY OF WISCONSIN FOUNDATION ARE COVERED UNDER THE FOUNDATION'S CONFLICT OF INTEREST POLICY. OFFICERS, DIRECTORS, KEY EMPLOYEES, AND EMPLOYEES ARE TO DISCLOSE INTERESTS THAT MAY LEAD TO A CONFLICT. OFFICERS, DIRECTORS, AND KEY EMPLOYEES COMPLETE AND SIGN A CONFLICT OF INTEREST QUESTIONNAIRE ANNUALLY. THE INTERESTED PARTY MUST FULLY DISCLOSE ANY POTENTIAL CONFLICTS AND COMPLETELY RECUSE HIM/HERSELF FROM DISCUSSION AND ANY RELATED VOTE. |
| PART VI, SECTION B, LINES 15A & 15B | PROCESS FOR DETERMINING COMPENSATION OF TOP MANAGEMENT ANNUALLY THE EXECUTIVE COMMITTEE MEETS TO: 1) DETERMINE AND APPROVE THE PRESIDENT'S PAY, AND 2) REVIEW AND APPROVE THE PAY RECOMMENDATIONS MADE BY THE PRESIDENT FOR ALL OTHER OFFICERS. THE EXECUTIVE COMMITTEE IS COMPOSED OF THE FOLLOWING MEMBERS OF THE BOARD: CHAIRMAN, VICE CHAIR, ALUMNI RELATIONS & ENGAGEMENT COMMITTEE CHAIR, AUDIT COMMITTEE CHAIR, BUDGET & PEOPLE COMMITTEE CHAIR, DEVELOPMENT COMMITTEE CHAIR, GOVERNANCE & NOMINATING COMMITTEE CHAIR, AND INVESTMENT COMMITTEE CHAIR. THE EXECUTIVE COMMITTEE REVIEWS SALARY SURVEYS ADMINISTERED BY PROFESSIONAL COMPENSATION CONSULTANTS THAT INCLUDE BIG TEN, BIG 12 AND OTHER UNIVERSITY FOUNDATIONS AND DEVELOPMENT DEPARTMENTS. THE EXECUTIVE COMMITTEE USES THIS MARKET DATE IN CONJUNCTION WITH INDIVIDUAL JOB PERFORMANCE AND THE FOUNDATIONS COMPENSATION PHILOSOPHY TO BE COMPETITIVE ON A NATIONAL BASIS FOR SIMILAR JOBS IN SIMILAR ORGANIZATIONS AS A BASIS FOR REVIEWING AND APPROVING ANY RECOMMENDATIONS. ACTIONS TAKEN ARE REFLECTED IN THE MINUTES OF EACH COMMITTEE MEETING. MINUTES ARE DISTRIBUTED, REVIEWED, AND OFFICIALLY APPROVED AT SUBSEQUENT MEETINGS. |
| Part VI, Section C, Line 19 | HOW ORGANIZATION MAKES DOCUMENTS AVAILABLE TO THE PUBLIC THE FOLLOWING DOCUMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE AT: WWW.SUPPORTUW.ORG/ABOUT-US/TAX-LEGAL/ -RESTATED ARTICLES OF INCORPORATION -BY-LAWS -FORM 1023 APPLICATION FOR EXEMPTION -IRS TAX DETERMINATION LETTER -AUDITED FINANCIAL STATEMENTS -ANNUAL REPORTS -FORM 990 -FORM 990-T THE CONFLICT OF INTEREST POLICY IS AVAILABLE UPON REQUEST. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| UW-Madison Supporting Organization Inc | ||||||||||
| 1848 University Avenue | Madison | WI | 53726 | 391947636 | Support Org | WI | 501(c)(3) | 12A | Univ WI FDN | Yes (true) |
| The EVJUE Foundation Inc | ||||||||||
| 1901 Fish Hatchery Road | Madison | WI | 53713 | 396073981 | Support Org | WI | 501(c)(3) | 12A | NA | false |
| Terry Family Foundation Inc | ||||||||||
| 125 N Hamilton St Unit 1401 | Madison | WI | 53703 | 391831024 | Support Org | WI | 501(c)(3) | 12A | NA | false |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (5 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|
| Charitable Remainder Unitrust - 111 | |||
| Trust | WI | UW FOUNDATION | Yes (true) |
| Charitable Remainder Annuity Trust - 12 | |||
| Trust | WI | UW FOUNDATION | Yes (true) |
| Pooled Income Fund A - 12 participants | |||
| Pooled Fund | WI | UW FOUNDATION | Yes (true) |
| Pooled Income Fund B - 5 participants | |||
| Pooled Fund | WI | UW FOUNDATION | Yes (true) |
| Pooled Income Fund D - 2 participants | |||
| Pooled Fund | WI | UW FOUNDATION | Yes (true) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Charitable Remainder UniTrusts - 8 | ||
| S | $2,558,471 | Cash Value |
| Pooled Income Fund A - CRUTS - 4 | ||
| S | $638,396 | Cash Value |
| Pooled Income Fund C - CRUTS - 1 | ||
| S | $34,530 | Cash Value |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule R, Part V, Lines 1n & 1o | FormAndLineReferenceDesc |
| Explanation | TRANSACTIONS WITH RELATED ORGANIZATIONS THE UNIVERSITY OF WISCONSIN FOUNDATION SHARES FACILITIES, EQUIPMENT, AND PAID EMPLOYEES WITH THE UNIVERSITY OF WISCONSIN SUPPORTING ORGANIZATION; HOWEVER, THE EXACT DOLLAR AMOUNT OF SUPPORT PROVIDED IS NOT READILY DETERMINABLE. | ExplanationTxt |