STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-05-13T16:26:03-05:00ReturnTs
Tax Period End2018-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Grant Thornton LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1100 E Wisconsin AveAddressLine1Txt
CityMilwaukeeCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53202ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2017-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN390743975EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1University of Wisconsin FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% CASEY ZWETTLERInCareOfNm
Business Name ControlUNIVBusinessNameControlTxt
Phone6082634545PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11848 University AvenueAddressLine1Txt
CityMadisonCityNm
State AbbreviationWIStateAbbreviationCd
ZIP537264090ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGEOFFREY MCCLOSKEYPersonNm
Person TitleCFOPersonTitleTxt
Phone6082634545PhoneNum
Signature2019-05-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMichelle L WeberPreparerPersonNm
PTINP00556798PTIN
Phone4142898200PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address65.229.28.136IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id39529020191335000003FederalOriginalSubmissionId
Federal Original Submission Id2019-05-13FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDBB5A1BB300CE7347E9A562499B28AD7099757F8AtSubmissionCreationDeviceId
At Submission Filing Device Id6098D55FF0E7CCF9C3E403A7CE8C578524A243B8AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMichael M KnetterPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11848 University AvenueAddressLine1Txt
CityMadisonCityNm
State AbbreviationWIStateAbbreviationCd
ZIP537264090ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$2,660,127,117GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.supportuw.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1945FormationYr
Legal Domicile StateWILegalDomicileStateCd
Activity Or MissionUNIVERSITY OF WISCONSIN FOUNDATION AIDS UW-MADISON BY SOLICITING GIFTS & BEQUESTS, ADMINISTERS & INVESTS SECURITIES & PROPERTY & DISTRIBUTES PAYMENTS FOR BENEFIT OF UW-MADISONActivityOrMissionDesc
Voting Members Governing Body50VotingMembersGoverningBodyCnt
Voting Members Independent49VotingMembersIndependentCnt
Total Employee545TotalEmployeeCnt
Total Volunteers49TotalVolunteersCnt
Total Gross UBI-$5,661,036TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm-$6,086,136NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$338,356,589PYContributionsGrantsAmt
CY Contributions Grants$312,106,090CYContributionsGrantsAmt
PY Program Service Revenue$2,931,301PYProgramServiceRevenueAmt
CY Program Service Revenue$2,487,711CYProgramServiceRevenueAmt
PY Investment Income$147,975,623PYInvestmentIncomeAmt
CY Investment Income$160,392,847CYInvestmentIncomeAmt
PY Other Revenue$1,273,370PYOtherRevenueAmt
CY Other Revenue$1,091,138CYOtherRevenueAmt
PY Total Revenue$490,536,883PYTotalRevenueAmt
CY Total Revenue$476,077,786CYTotalRevenueAmt
PY Grants And Similar Paid$252,853,187PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$278,831,683CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$28,526,902PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$29,525,451CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$717,001PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$700,627CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$25,720,620CYTotalFundraisingExpenseAmt
PY Other Expenses$57,287,201PYOtherExpensesAmt
CY Other Expenses$33,333,119CYOtherExpensesAmt
PY Total Expenses$339,384,291PYTotalExpensesAmt
CY Total Expenses$342,390,880CYTotalExpensesAmt
PY Revenues Less Expenses$151,152,592PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$133,686,906CYRevenuesLessExpensesAmt
Total Assets BOY$3,935,324,656TotalAssetsBOYAmt
Total Assets EOY$4,174,956,171TotalAssetsEOYAmt
Total Liabilities BOY$407,707,238TotalLiabilitiesBOYAmt
Total Liabilities EOY$409,788,613TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$3,527,617,418NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$3,765,167,558NetAssetsOrFundBalancesEOYAmt
MissionTO 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 SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$278,831,683ExpenseAmt
Grant$278,831,683GrantAmt
DescIN 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

FieldValueIRS element (for citing)
Revenue$2,165,896RevenueAmt
DescMEMBERSHIP 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

FieldValueIRS element (for citing)
Revenue$321,815RevenueAmt
DescPUBLICATIONS: "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
FieldValueIRS element (for citing)
Total Program Service Expenses$278,831,683TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingYes (true)ProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionYes (true)DeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document162IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee545EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OfYes (true)Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form1098 C FiledYes (true)Form1098CFiledInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members50GoverningBodyVotingMembersCnt
Independent Voting Member49IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldAKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldARStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCOStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMEStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNVStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldUTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWVStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonCASEY ZWETTLERPersonNm
Phone6083085197PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11848 UNIVERSITY AVENUEAddressLine1Txt
CityMadisonCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53726ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (69 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
Michael M Knetter
PRESIDENT AND CEO/Ex Officio60.00.5Yes (X)Yes (X)$676,102$0$126,766
Jeffrey D Wiesner
Chair - term exp 6/20208.00.0Yes (X)Yes (X)$0$0$0
Michael S Shannon
Vice Chair - Term exp 6/20204.00.0Yes (X)Yes (X)$0$0$0
Linda L Ahlers
Director - Term Exp 6/20200.50.0Yes (X)$0$0$0
Rajiv Batra
Director - term exp 6/20201.00.0Yes (X)$0$0$0
John D Baumann
Director - term exp 6/20201.00.0Yes (X)$0$0$0
Susan J Cellmer
Director - TERM EXP 6/20201.00.0Yes (X)$0$0$0
Jerome A Chazen
Director - Term EXP 6/20204.00.0Yes (X)$0$0$0
Paul J Collins
Ex Officio -TERM IS Continuous0.50.0Yes (X)$0$0$0
Jeffrey J Diermeier
Director - TERM EXP 6/20200.50.0Yes (X)$0$0$0
Susan S Engeleiter
Director - TERM EXP 6/20200.50.0Yes (X)$0$0$0
Thomas J Falk
Ex Officio - TERM exp 6/20191.00.0Yes (X)$0$0$0
Wade Fetzer III
Ex Officio -TERM IS Continuous1.00.0Yes (X)$0$0$0
David F Florin
Director - term exp 6/20201.00.0Yes (X)$0$0$0
Jere D Fluno
Ex Officio -TERM IS Continuous1.00.0Yes (X)$0$0$0
Curtis J Fuszard
Director - term exp 6/20200.50.0Yes (X)$0$0$0
Colleen A Goggins
Director - TERM EXP 6/20204.00.0Yes (X)$0$0$0
Jeffrey C Hammes
Director - TERM EXP 6/20201.50.0Yes (X)$0$0$0
Jon D Hammes
Director - TERM EXP 6/20201.00.0Yes (X)$0$0$0
Jill S Hatton
Director - TERM EXP 6/20202.00.0Yes (X)$0$0$0
Elzie L Higginbottom
Director - term exp 6/20201.00.0Yes (X)$0$0$0
Louis A Holland
Director - Term Exp 6/20201.00.0Yes (X)$0$0$0
John P Holton
Director - TERM EXP 6/20201.00.0Yes (X)$0$0$0
William P Hsu
Director - term exp 6/20202.00.0Yes (X)$0$0$0
Ted D Kellner
Ex Officio -TERM IS Continuous1.00.0Yes (X)$0$0$0
Peter S Kies
Director - term exp 6/20202.00.0Yes (X)$0$0$0
Christopher Kozina
Director - term exp 6/20200.50.0Yes (X)$0$0$0
Paul A Leff
Director - TERM EXP 6/20202.00.0Yes (X)$0$0$0
Peter A Leidel
Director - TERM EXP 6/20201.50.0Yes (X)$0$0$0
Thomas P Madsen
Director - TERM EXP 6/20203.00.0Yes (X)$0$0$0
Jane R Mandula
Director - TERM EXP 6/20202.00.0Yes (X)$0$0$0
Karen A Monfre
Director - term exp 6/20202.00.0Yes (X)$0$0$0
Alice D Mortenson
Director - TERM EXP 6/20201.00.0Yes (X)$0$0$0
Melinda J Mount
Director - TERM EXP 6/20201.00.0Yes (X)$0$0$0
John S Nelson
Director - TERM EXP 6/20201.00.0Yes (X)$0$0$0
Cory L Nettles
Director - TERM EXP 6/20201.00.0Yes (X)$0$0$0
John J Oros
Ex Officio -TERM IS Continuous2.50.0Yes (X)$0$0$0
Susan S Patterson
Director - term exp 6/20201.00.0Yes (X)$0$0$0
Stephen R Petersen
Director - TERM EXP 6/20203.00.0Yes (X)$0$0$0
Linda L Procci
Director - TERM EXP 6/20204.00.0Yes (X)$0$0$0
Eilzabeth M Quadracci Harned
Director - term exp 6/20203.00.0Yes (X)$0$0$0
Dr Frederick A Robertson
Director - TERM EXP 6/20201.00.0Yes (X)$0$0$0
Ricky C Sandler
Director - TERM EXP 6/20202.00.0Yes (X)$0$0$0
Laureen E Seeger
Director - term exp 6/20201.00.0Yes (X)$0$0$0
Paul S Shain
Director - TERM EXP 6/20202.00.0Yes (X)$0$0$0
Michael R Splinter
Director - TERM EXP 6/20200.50.0Yes (X)$0$0$0
Stephanie L Swartz
Director - TERM EXP 6/20201.00.0Yes (X)$0$0$0
Frances S Taylor
Ex Officio -TERM IS Continuous0.50.0Yes (X)$0$0$0
Patrick A Thiele
Director - TERM EXP 6/20202.00.0Yes (X)$0$0$0
Doris F Weisberg
Director - TERM EXP 6/20203.00.0Yes (X)$0$0$0
Julie Van Cleave
Chief Investment Officer50.00.0Yes (X)$692,062$0$28,498
Thomas P Olson
CIO - Private Markets50.00.0Yes (X)$443,344$0$48,766
Alisa A Robertson
Chief Advancement Officer55.00.5Yes (X)$271,926$0$24,484
Kari P Myrland
Chief Information Officer40.00.0Yes (X)$206,693$0$28,720
Geoffrey M McCloskey
Chief Financial Officer55.00.0Yes (X)$188,976$0$41,192
Scott T Mckinney
Chief Operating Officer50.00.5Yes (X)$178,420$0$39,674
James P Kennedy
Chief Marketing & Comm Officer50.00.0Yes (X)$182,858$0$40,618
Sarah Schutt
Chief Alumni off & exe dir waa40.00.0Yes (X)$128,134$0$14,011
John C Norton
assistant treasurer55.00.0Yes (X)$111,530$0$12,018
Catherine M Ahrens
Secretary50.00.0Yes (X)$103,686$0$32,216
Amber Hodgson
Assistant Secretary55.00.0Yes (X)$102,775$0$17,843
Bridget A Bush
Treasurer - thru 3/201845.00.5Yes (X)$92,079$0$31,592
Sally Erdmann
Treasurer - as of 3/201845.00.0Yes (X)$81,189$0$29,704
Collette M Clemens
Chief HR Off. - 2/18 thru 8/1850.00.0Yes (X)$0$0$0
Richard J Shepley
Senior Dir. of Investments50.00.0$481,204$0$48,766Yes (X)
Paula E Bonner
Alumni Park45.00.0$227,244$0$35,719Yes (X)
Anne M Lucke
VP & Managing Group Leader55.00.0$179,433$0$26,079Yes (X)
Brad W Jolin
VP & Managing Group Leader50.00.0$164,804$0$38,684Yes (X)
Jodi K Patek
Chief of Staff55.00.0$158,718$0$30,466Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$4,671,177TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$695,816TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K50IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
Robert W Baird Co Inc
777 E Wisconsin Avenue Suite 2700MILWAUKEEWI53202Investment Manager$1,598,965
160over90 Inc
One South Broad Street 10th FloorPHILADELPHIAPA19107Branding/Marketing$1,545,294
Yorktown Partners LLC
410 Park Avenue 19th FloorNEW YORKNY10022Alt Inv Manager$912,787
Morgan Stanley
1585 BroadwayNEW YORKNY10036Investment Manager$797,128
Lazard Asset Management
30 Rockefeller PlazaNEW YORKNY10112Investment Manager$687,867
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K49CntrctRcvdGreaterThan100KCnt
Related Organizations$0RelatedOrganizationsAmt
All Other Contributions$312,106,090AllOtherContributionsAmt
Noncash Contributions$32,345,419NoncashContributionsAmt
Total Contributions$312,106,090TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
REGISTRATION900099$1,057,810$1,057,810
MEMBERSHIP REVENUE541900$755,576$755,576
PUBLICATIONS541800$321,815$321,815
TRAVEL/TOUR COMMISSIONS900099$352,510$352,510
FieldValueIRS element (for citing)
Total Program Service Revenue$2,487,711TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$50,481,700TotalRevenueColumnAmt
Unrelated Business Revenue-$6,993,512UnrelatedBusinessRevenueAmt
Exclusion$57,475,212ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$634,375TotalRevenueColumnAmt
Exclusion$634,375ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$202,805RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$202,805RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$202,805TotalRevenueColumnAmt
Unrelated Business Revenue$196,763UnrelatedBusinessRevenueAmt
Exclusion$6,042ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$2,293,123,834SecuritiesAmt
Other$833,899OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$2,183,129,577SecuritiesAmt
Other$917,009OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$109,994,257SecuritiesAmt
Other-$83,110OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$109,911,147TotalRevenueColumnAmt
Unrelated Business Revenue$813,898UnrelatedBusinessRevenueAmt
Exclusion$109,097,249ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Fundraising Direct Expenses$0FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gaming Gross Income$0GamingGrossIncomeAmt
Gaming Direct Expenses$0GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$86,751GrossSalesOfInventoryAmt
Cost Of Goods Sold$2,745CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$84,006TotalRevenueColumnAmt
Exclusion$84,006ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Business900099BusinessCd
Total Revenue Column$169,952TotalRevenueColumnAmt
Exclusion$169,952ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$169,952OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$476,077,786TotalRevenueColumnAmt
Related Or Exempt Func Income$2,165,896RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue-$5,661,036UnrelatedBusinessRevenueAmt
Exclusion$167,466,836ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$278,831,683TotalAmt
Program Services$278,831,683ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$4,144,434TotalAmt
Management And General$3,437,580ManagementAndGeneralAmt
Fundraising$706,854FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$19,586,097TotalAmt
Management And General$7,793,496ManagementAndGeneralAmt
Fundraising$11,792,601FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$1,810,435TotalAmt
Management And General$831,770ManagementAndGeneralAmt
Fundraising$978,665FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$2,375,070TotalAmt
Management And General$1,014,881ManagementAndGeneralAmt
Fundraising$1,360,189FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$1,609,415TotalAmt
Management And General$757,035ManagementAndGeneralAmt
Fundraising$852,380FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$240,795TotalAmt
Management And General$110,529ManagementAndGeneralAmt
Fundraising$130,266FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$295,847TotalAmt
Management And General$295,847ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$700,627TotalAmt
Fundraising$700,627FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$13,328,719TotalAmt
Management And General$13,328,719ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,964,816TotalAmt
Management And General$1,628,049ManagementAndGeneralAmt
Fundraising$336,767FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,951,042TotalAmt
Management And General$940ManagementAndGeneralAmt
Fundraising$1,950,102FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,799,955TotalAmt
Management And General$727,771ManagementAndGeneralAmt
Fundraising$1,072,184FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$1,865,738TotalAmt
Management And General$1,035,227ManagementAndGeneralAmt
Fundraising$830,511FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$1,219,424TotalAmt
Management And General$672,585ManagementAndGeneralAmt
Fundraising$546,839FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$680,068TotalAmt
Management And General$221,175ManagementAndGeneralAmt
Fundraising$458,893FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$164,939TotalAmt
Management And General$55,338ManagementAndGeneralAmt
Fundraising$109,601FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$2,415TotalAmt
Management And General$2,415ManagementAndGeneralAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$2,185,409TotalAmt
Management And General$1,014,197ManagementAndGeneralAmt
Fundraising$1,171,212FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$372,258TotalAmt
Management And General$238,881ManagementAndGeneralAmt
Fundraising$133,377FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
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

FieldValueIRS element (for citing)
Total$792,775TotalAmt
Management And General$337,461ManagementAndGeneralAmt
Fundraising$455,314FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$342,390,880TotalAmt
Program Services$278,831,683ProgramServicesAmt
Management And General$37,838,577ManagementAndGeneralAmt
Fundraising$25,720,620FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$400BOYAmt
EOY$400EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$105,030,838BOYAmt
EOY$130,904,428EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$131,810,129BOYAmt
EOY$122,589,146EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$15,304,453BOYAmt
EOY$25,876,052EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$1,026,113BOYAmt
EOY$1,068,731EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$2,209,309BOYAmt
EOY$1,567,945EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$31,778,454LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$12,851,514LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$20,201,517BOYAmt
EOY$18,926,940EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$3,110,241,598BOYAmt
EOY$3,322,866,838EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$534,253,579BOYAmt
EOY$528,291,968EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$15,246,720BOYAmt
EOY$22,863,723EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$3,935,324,656BOYAmt
EOY$4,174,956,171EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$64,872,622BOYAmt
EOY$63,680,659EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$1,609,194BOYAmt
EOY$19,757,297EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$341,225,422BOYAmt
EOY$326,350,657EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$407,707,238BOYAmt
EOY$409,788,613EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$122,478,514BOYAmt
EOY$129,315,456EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,745,855,111BOYAmt
EOY$1,883,399,918EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,659,283,793BOYAmt
EOY$1,752,452,184EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,527,617,418BOYAmt
EOY$3,765,167,558EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,935,324,656BOYAmt
EOY$4,174,956,171EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$133,686,906ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$103,863,234NetUnrlzdGainsLossesInvstAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
College OrganizationYes (X)CollegeOrganizationInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$388,508,377CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$543,651,612CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$151,673,056CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$338,356,589CurrentTaxYearMinus1YearAmt
Current Tax Year$312,106,090CurrentTaxYearAmt
Total$1,734,295,724TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$388,508,377CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$543,651,612CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$151,673,056CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$338,356,589CurrentTaxYearMinus1YearAmt
Current Tax Year$312,106,090CurrentTaxYearAmt
Total$1,734,295,724TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$471,891,499SubstantialContributorsTotAmt
Public Support Total170$1,262,404,225PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$41,049,808CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$32,089,127CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$14,994,978CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$38,915,257CurrentTaxYearMinus1YearAmt
Current Tax Year$58,115,629CurrentTaxYearAmt
Total$185,164,799TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$38,939CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$225,358CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$166,869CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$271,538CurrentTaxYearMinus1YearAmt
Current Tax Year$256,703CurrentTaxYearAmt
Total$959,407TotalAmt
FieldValueIRS element (for citing)
Total Support$1,920,419,930TotalSupportAmt
Gross Receipts Rltd Activities$11,111,312GrossReceiptsRltdActivitiesAmt
Public Support CY1700.65736PublicSupportCY170Pct
Public Support PY1700.59800PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferencePRESENTATION OF SCHEDULE AFormAndLineReferenceDesc
ExplanationSCHEDULE 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

FieldValueIRS element (for citing)
Total Grassroots LobbyingTotalGrassrootsLobbyingGrp
Total Direct LobbyingTotalDirectLobbyingGrp
Total Lobbying ExpendTotalLobbyingExpendGrp
Other Exempt Purpose ExpendOtherExemptPurposeExpendGrp
Total Exempt Purpose ExpendTotalExemptPurposeExpendGrp
Lobbying Nontaxable AmountLobbyingNontaxableAmountGrp
Grassroots NontaxableGrassrootsNontaxableGrp
Tot Lbbyng Grassroot Mns Non TxTotLbbyngGrassrootMnsNonTxGrp
Tot Lbby Expend Mns Lbbyng Non TxTotLbbyExpendMnsLbbyngNonTxGrp
VolunteersYes (true)VolunteersInd
Paid Staff Or ManagementYes (true)PaidStaffOrManagementInd
Media AdvertisementsfalseMediaAdvertisementsInd
Mailings MembersYes (true)MailingsMembersInd
Mailings Members$17,930MailingsMembersAmt
Publications Or BroadcastfalsePublicationsOrBroadcastInd
Grants Other OrganizationsfalseGrantsOtherOrganizationsInd
Direct Contact LegislatorsfalseDirectContactLegislatorsInd
Rallies DemonstrationsYes (true)RalliesDemonstrationsInd
Rallies Demonstrations$74,797RalliesDemonstrationsAmt
Other ActivitiesYes (true)OtherActivitiesInd
Other Activities$12,097OtherActivitiesAmt
Total Lobbying Expenditures$104,824TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE C, PART II-B, LINE 1AUSE 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 1DETAILED 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

FieldValueIRS element (for citing)
Art Public Exhibition AmountsArtPublicExhibitionAmountsGrp
Held Works ArtHeldWorksArtGrp

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,064,218,117BeginningYearBalanceAmt
Contributions$96,528,959ContributionsAmt
Investment Earnings Or Losses$163,113,887InvestmentEarningsOrLossesAmt
Other Expenditures$78,566,397OtherExpendituresAmt
Administrative Expenses$19,360,702AdministrativeExpensesAmt
End Year Balance$2,225,933,864EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,861,296,415BeginningYearBalanceAmt
Contributions$89,226,007ContributionsAmt
Investment Earnings Or Losses$226,126,313InvestmentEarningsOrLossesAmt
Other Expenditures$95,447,158OtherExpendituresAmt
Administrative Expenses$16,983,460AdministrativeExpensesAmt
End Year Balance$2,064,218,117EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,814,865,682BeginningYearBalanceAmt
Contributions$36,420,629ContributionsAmt
Investment Earnings Or Losses$13,744,431InvestmentEarningsOrLossesAmt
Other Expenditures$3,734,327OtherExpendituresAmt
End Year Balance$1,861,296,415EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,661,118,411BeginningYearBalanceAmt
Contributions$168,905,586ContributionsAmt
Investment Earnings Or Losses-$23,968,864InvestmentEarningsOrLossesAmt
Other Expenditures-$8,810,549OtherExpendituresAmt
End Year Balance$1,814,865,682EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,555,980,597BeginningYearBalanceAmt
Contributions$84,185,170ContributionsAmt
Investment Earnings Or Losses$68,320,858InvestmentEarningsOrLossesAmt
Other Expenditures$47,368,214OtherExpendituresAmt
End Year Balance$1,661,118,411EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY0.78570PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.21430TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$502,530OtherCostOrOtherBasisAmt
Book Value$502,530BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$13,131,812OtherCostOrOtherBasisAmt
Depreciation$6,212,212DepreciationAmt
Book Value$6,919,600BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$775,466OtherCostOrOtherBasisAmt
Depreciation$292,205DepreciationAmt
Book Value$483,261BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$17,353,690OtherCostOrOtherBasisAmt
Depreciation$6,347,097DepreciationAmt
Book Value$11,006,593BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$14,956OtherCostOrOtherBasisAmt
Book Value$14,956BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$18,926,940TotalBookValueLandBuildingsAmt
Financial DerivativesFinancialDerivativesGrp
Closely Held Equity InterestsCloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp (3 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
LIMITED PARTNERSHIPS$316,039,512F
REAL ASSET FUNDS$210,684,996F
OTHER FUNDS$1,567,460F
FieldValueIRS element (for citing)
Total Book Value Securities$528,291,968TotalBookValueSecuritiesAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (9 entries)

DescDescAmtAmt
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
FieldValueIRS element (for citing)
Total Liability$326,350,657TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE D, PART V, LINE 4INTENDED 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 2ORGANIZATION'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)

RegionRegionTxtType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
Central America and the CaribbeanInvestments$59,492,032
Europe (Including Iceland and Greenland)Investments$35,957,566
North AmericaInvestments$8,611,512
South AmericaInvestments$555,769
FieldValueIRS element (for citing)
Subtotal Spent$104,616,879SubtotalSpentAmt
Total Spent$104,616,879TotalSpentAmt
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (true)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (true)ForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Agrmt Prof Fundraising ActyYes (true)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdActivityActivityTxtFundraiser Control Of FundsFundraiserControlOfFundsIndRetained By ContractorRetainedByContractorAmt
160over90 Inc
One South Broad St 10th FloorPhiladelphiaPA19107FUNDRAISING CONSULTANTfalse$524,898
Plus Delta Partners
6965 El Camino Real SE 105-488CarlsbadCA92009FUNDRAISING CONSULTANTfalse$168,988
Ruffalo Noel Levitz
PO Box 718Des MoinesIA50303FUNDRAISING CONSULTANTfalse$136,241
FieldValueIRS element (for citing)
Total Retained By Contractors$830,127TotalRetainedByContractorsAmt
Licensed StatesALLicensedStatesCd
Licensed StatesAKLicensedStatesCd
Licensed StatesARLicensedStatesCd
Licensed StatesCALicensedStatesCd
Licensed StatesCOLicensedStatesCd
Licensed StatesCTLicensedStatesCd
Licensed StatesDCLicensedStatesCd
Licensed StatesFLLicensedStatesCd
Licensed StatesGALicensedStatesCd
Licensed StatesHILicensedStatesCd
Licensed StatesILLicensedStatesCd
Licensed StatesKSLicensedStatesCd
Licensed StatesKYLicensedStatesCd
Licensed StatesMELicensedStatesCd
Licensed StatesMDLicensedStatesCd
Licensed StatesMALicensedStatesCd
Licensed StatesMILicensedStatesCd
Licensed StatesMNLicensedStatesCd
Licensed StatesMSLicensedStatesCd
Licensed StatesNVLicensedStatesCd
Licensed StatesNHLicensedStatesCd
Licensed StatesNJLicensedStatesCd
Licensed StatesNMLicensedStatesCd
Licensed StatesNYLicensedStatesCd
Licensed StatesNCLicensedStatesCd
Licensed StatesNDLicensedStatesCd
Licensed StatesOHLicensedStatesCd
Licensed StatesOKLicensedStatesCd
Licensed StatesORLicensedStatesCd
Licensed StatesPALicensedStatesCd
Licensed StatesRILicensedStatesCd
Licensed StatesSCLicensedStatesCd
Licensed StatesTNLicensedStatesCd
Licensed StatesUTLicensedStatesCd
Licensed StatesVALicensedStatesCd
Licensed StatesWALicensedStatesCd
Licensed StatesWVLicensedStatesCd
Licensed StatesWILicensedStatesCd

Persons With Books US Address PersonsWithBooksUSAddress

FieldValueIRS element (for citing)
Address Line11848 University AvenueAddressLine1Txt
CityMadisonCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53726ZIPCd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceGROSS RECEIPTS FROM FUNDRAISERSFormAndLineReferenceDesc
ExplanationSCHEDULE 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

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

Recipient Table RecipientTable (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDesc
University of Wisconsin Madison
21 N Park StMadisonWI537151218396006492State of WIS$277,654,032$0See Sch I, Part IV
University of Wisconsin Madison
21 N Park StMadisonWI537151218396006492State of WIS$0$329,201See Sch I, Part IVAppraisalArt
University of Wisconsin Madison
21 N Park StMadisonWI537151218396006492State of WIS$0$252,575See Sch I, Part IVotherhousehold goods
University of Wisconsin Madison
21 N Park StMadisonWI537151218396006492State of WIS$0$64,285See Sch I, Part IVappraisalbooks & pulications
University of Wisconsin Madison
21 N Park StMadisonWI537151218396006492State of WIS$0$500,913See Sch I, Part IVOtherEquipment
University of Wisconsin Madison
21 N Park StMadisonWI537151218396006492STATE OF WIS$25,198See Sch I, Part IVOTHERFurniture
University of Wisconsin Madison
21 N Park StMadisonWI537151218396006492STATE OF WIS$5,479See Sch I, Part IVOTHEROTHER
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE I, PART I, LINE 2FormAndLineReferenceDesc
ExplanationPROCEDURES 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

FieldValueIRS element (for citing)
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (true)SupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgYes (true)CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (true)AnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (13 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp 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 ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule J, Part I, Line 1AHEALTH 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 4BPERSONS 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 5ACOMPENSATION 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

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution13ContributionCnt
Noncash Contributions Rpt F990$329,761NoncashContributionsRptF990Amt
Method Of Determining RevenuesAppraisal/OtherMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Art Historical TreasuresArtHistoricalTreasuresGrp
Art Fractional InterestArtFractionalInterestGrp

Books And Publications BooksAndPublicationsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$64,285NoncashContributionsRptF990Amt
Method Of Determining RevenuesAppraisal/OtherMethodOfDeterminingRevenuesTxt

Clothing And Household Goods ClothingAndHouseholdGoodsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$327,310NoncashContributionsRptF990Amt
Method Of Determining RevenuesOtherMethodOfDeterminingRevenuesTxt

Cars And Other Vehicles CarsAndOtherVehiclesGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$1,809NoncashContributionsRptF990Amt
Method Of Determining RevenuesOtherMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Boats And PlanesBoatsAndPlanesGrp
Intellectual PropertyIntellectualPropertyGrp

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution500ContributionCnt
Noncash Contributions Rpt F990$29,986,973NoncashContributionsRptF990Amt
Method Of Determining Revenuesmarket valueMethodOfDeterminingRevenuesTxt

Securities Closely Held Stock SecuritiesCloselyHeldStockGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution2ContributionCnt
Noncash Contributions Rpt F990$143,569NoncashContributionsRptF990Amt
Method Of Determining Revenuesmarket valueMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Secur Prtnrshp Trust IntrstsSecurPrtnrshpTrustIntrstsGrp
Securities MiscellaneousSecuritiesMiscellaneousGrp
Qualified Contrib Hist StructQualifiedContribHistStructGrp
Qualified Contrib OtherQualifiedContribOtherGrp

Real Estate Residential RealEstateResidentialGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$209,900NoncashContributionsRptF990Amt
Method Of Determining RevenuesAppraisalMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Real Estate CommercialRealEstateCommercialGrp
Real Estate OtherRealEstateOtherGrp
CollectiblesCollectiblesGrp

Food Inventory FoodInventoryGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution9ContributionCnt
Noncash Contributions Rpt F990$45,496NoncashContributionsRptF990Amt
Method Of Determining RevenuesOtherMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Drugs And Medical SuppliesDrugsAndMedicalSuppliesGrp
TaxidermyTaxidermyGrp
Historical ArtifactsHistoricalArtifactsGrp
Scientific SpecimensScientificSpecimensGrp
Archaeological ArtifactsArchaeologicalArtifactsGrp

Other Non Cash Contri Table OtherNonCashContriTableGrp (7 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)LIFE INSURANCE POLICIES5$547,495Other
Yes (X)SUPPLIES & EQUIPMENT10$505,935Other
Yes (X)EVENT HOSTING18$125,059Other
Yes (X)Furniture3$25,198Other
Yes (X)MISCELLANEOUS ITEMS20$22,263OTHER
Yes (X)Gift Cards11$6,683OTHER
Yes (X)SPORTS PARAPHERNALIA2$3,683OTHER
FieldValueIRS element (for citing)
Form8283 Received26Form8283ReceivedCnt
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (true)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule M, Part I, Column BCOLUMN B REPORTING EXPLANATION THE ORGANIZATION IS REPORTING NUMBER OF CONTRIBUTIONS IN COLUMN B OF SCHEDULE M, PART I.
SCHEDULE M, PART I, LINE 32THIRD 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 IREAL 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 ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART VI, SECTION A, LINE 2Reportable 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 11BPROCESS 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 12CHOW 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 & 15BPROCESS 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 19HOW 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/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
UW-Madison Supporting Organization Inc
1848 University AvenueMadisonWI53726391947636Support OrgWI501(c)(3)12AUniv WI FDNYes (true)
The EVJUE Foundation Inc
1901 Fish Hatchery RoadMadisonWI53713396073981Support OrgWI501(c)(3)12ANAfalse
Terry Family Foundation Inc
125 N Hamilton St Unit 1401MadisonWI53703391831024Support OrgWI501(c)(3)12ANAfalse

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (5 entries)

Primary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
Charitable Remainder Unitrust - 111
TrustWIUW FOUNDATIONYes (true)
Charitable Remainder Annuity Trust - 12
TrustWIUW FOUNDATIONYes (true)
Pooled Income Fund A - 12 participants
Pooled FundWIUW FOUNDATIONYes (true)
Pooled Income Fund B - 5 participants
Pooled FundWIUW FOUNDATIONYes (true)
Pooled Income Fund D - 2 participants
Pooled FundWIUW FOUNDATIONYes (true)
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgYes (true)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (3 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
Charitable Remainder UniTrusts - 8
S$2,558,471Cash Value
Pooled Income Fund A - CRUTS - 4
S$638,396Cash Value
Pooled Income Fund C - CRUTS - 1
S$34,530Cash Value

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule R, Part V, Lines 1n & 1oFormAndLineReferenceDesc
ExplanationTRANSACTIONS 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