2017-11-14T06:34:00-06:00 2017-06-30 390758449 Wipfli LLP 7601 France Avenue South Suite 400 Minneapolis MN 55435 990 2016-07-01 396064630 University of Wisconsin - River Falls Foundation Inc UNIV 7154253505 410 South Third Street River Falls WI 54022 Christopher Mueller President 7154253505 2017-11-13 1 Michael J Peterson CPA P01833529 9525483400 2017-11-13 50.249.107.123 2017-11-13 11:51:00 CS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 5273E520A9652375358D6E6109F0E40F4565100B 2016 2017-02-10 21:41:12Z Christopher Mueller 410 South Third Street River Falls WI 54022 17941029 0 X www.uwrf.edu/alumni X 1948 WI To Benefit the University of Wisconsin - River Falls. 20 20 9 120 137 0 3070248 4825773 52385 138222 -404834 1155348 92796 -565 2810595 6118778 2304307 3586522 0 0 352349 352527 6622 0 140007 594840 566214 3258118 4505263 -447523 1613515 23709780 28699755 133583 167444 23576197 28532311 X An independent, not for profit Wisconsin corporation, the UWRF Foundation is organized solely for the benefit of the University of Wisconsin-River Falls. Private giving to the Foundation is essential in raising the level of excellence at the University. Through support of the University's goals and objectives, the Foundation is committed to engaging people who care about the University, and who have the dedication to promote and support the initiatives of the University. The Foundation manages funds according to the wishes of the donors, promotes a culture of philanthropy, and adheres to the ethical and conscientious stewardship of all gifts. 0 0 1086193 1086193 0 Scholarships and awards - Scholarships are paid to students enrolled at the University of Wisconsin - River Falls. Donees are selected on the basis of scholastic merit, leadership, etc. by the scholarship committee of the Foundation. Individual donors of scholarships may not specify individual donees of funds. 1,163 scholarships were awarded this year. 887579 887579 0 Special Projects for University Related Activities- Disbursements of this type are for payments to enhance and support the activities of the University of Wisconsin - River Falls including, but not limited to the following: Travel, Awards & Recognition, Memberships, Conferences, Equipment, and Capital Improvements. 1612750 1612750 0 UNIVERSITY OF WISCONSIN-RIVER FALLS EQUINE PROGRAM - STUDENTS LEARN TO RIDE AND CARE FOR THE HORSES. THE UNIVERSITY OF WISCONSIN - RIVER FALLS FOUNDATION ACCEPTED AND PROVIDED 29 HORSES DURING THE YEAR TO THE UNIVERSITY. 3586522 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 13 0 1 9 1 0 0 0 0 0 1 1 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AK CA CO DC KY ME MD MI MN NH NJ OH OR SC UT WA WV WI X CHRISTOPHER MUELLER 7154253505 410 South Third Street River Falls WI 54022 X George Beestman Director (Thru September) 1.00 X 0 0 0 Jeff Cernohous Director (Thru August) 1.00 X 0 0 0 Derek Cherne Director 1.00 X 0 0 0 Kathy DeLonais Director 1.00 X 0 0 0 Paul Dykstra Director 1.00 X 0 0 0 Mark Gherty Director 1.00 X 0 0 0 James Graham Director (Thru May) 1.00 X 0 0 0 Suzanne Hagen Director 1.00 X 0 0 0 Karen Handorf Director 1.00 X 0 0 0 Deborah Hanson Director 1.00 X 0 0 0 Joseph Harbouk Director 1.00 X 0 0 0 Kathy Lindahl Director 1.00 X 0 0 0 Mialisa Moline Director 1.00 X 0 0 0 Brent Niccum Director 1.00 X 0 0 0 Gary Thibodeau Director 1.00 X 0 0 0 Greg Wheelock Director 1.00 X 0 0 0 Tayt Wuethrich Director 1.00 X 0 0 0 Lawrence W York Director (Thru December) 1.00 X 0 0 0 Shannon Zimmerman Director 1.00 X 0 0 0 Robert Casey Chair 1.00 X X 0 0 0 William Boehm Vice Chair 1.00 X X 0 0 0 Barbara Butler Treasurer 1.00 X X 0 0 0 Margaret Keating Secretary 1.00 X X 0 0 0 Christopher Mueller President 6.00 X 20370 0 2287 20370 0 2287 0 0 0 0 University of Wisconsin River Falls 410 south third Street river falls WI 54022 IT & Personnel Services 345491 1 3770 4822003 1716117 4825773 Affinity Income 900099 101510 101510 Administrative Fees 900099 36712 36712 138222 484248 137 484111 12483456 11812356 671100 671100 671100 9330 3770 9895 -565 -565 6118778 0 137 1292868 2367829 2367829 1218693 1218693 22657 22657 261781 261781 68089 68089 180091 180091 5731 5731 15869 15869 103644 103644 28403 28403 316 316 148238 25462 122776 47937 47937 4164 4164 17231 17231 6430 6430 8160 8160 4505263 3586522 778734 140007 47456 47664 3626623 1840535 1369196 821756 32864 48745 144739 79198 66706 65541 15659266 19172286 2907669 6703228 23709780 28699755 90828 128242 42755 39202 133583 167444 X 3456957 3542460 10358031 10890144 9761209 14099707 23576197 28532311 23709780 28699755 X 1613515 773371 2569228 X 0 1 X 1 0 X 3009453 3114446 2587854 3070248 4825773 16607774 3009453 3114446 2587854 3070248 4825773 16607774 1969478 14638296 567152 671909 760753 599103 484111 3083028 52 87 157 137 433 19691235 579933 0.74340 0.77970 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 14862382 4587460 1615547 538605 363299 20163485 14889259 973604 -213990 786491 14862382 14808284 762659 262502 524855 419331 14889259 13285746 596858 1818364 486852 405832 14808284 12230287 475749 1203954 624244 13285746 0.08770 0.69930 0.21300 0 0 84255 18714 65541 60484 60484 0 65541 Annuities 47001 F Alternative investments 3981553 F Beneficial Interest in charitable remainder trust 105446 F Beneficial Interest in perpetual trust 2569228 F 6703228 Gift Annuity payable 39202 39202 X 5184148 773371 111760 885131 4299017 103644 1716117 1819761 6118778 2695397 9895 9895 2685502 103644 1716117 1819761 4505263 Part V, Line 4: Endowment funds are used to provide scholarships and to promote university activities. Part X, Line 2: The Foundation is exempt from federal incomes taxes under Section 501(c)(3) of the Internal Revenue Code. However, income from certain activities not directly related to the Foundation's tax-exempt purpose is subject to taxation on unrelated business income. In addition, the Foundation qualifies for the charitable contribution deduction under Section 170(b)(1)(A) and have been classified as organizations that are not private foundations. The foundation is also exempt from Wisconsin income taxes. Part XI, Line 2d - Other Adjustments: Net appreciation on assets held in trust 101,865. FUNDRAISING EXPENSES 9,895. Part XI, Line 4b - Other Adjustments: Noncash Donations 1,716,117. Part XII, Line 2d - Other Adjustments: Fundraising Expense 9,895. Part XII, Line 4b - Other Adjustments: Noncash Donations 1,716,117. 1 University of wisconsin - river falls 410 S Third Street River Falls WI 54022 391805963 University 609256 University activities and events University of wisconsin - river falls 410 S Third Street River Falls WI 54022 391805963 University 18697 Academic/Admin Funds University of wisconsin - river falls 410 S Third Street River Falls WI 54022 391805963 University 23759 Chancellor funds University of wisconsin - river falls 410 S Third Street River Falls WI 54022 391805963 University 1612750 Appraisal Horses/Seman THE HORSES ARE USED IN THE EQUINE PROGRAM. STUDENTS LEARN HOW TO RIDE AND CARE FOR THE HORSES. University of wisconsin - river falls 410 S Third Street rIver Falls WI 54022 391805963 uNIversity 95867 Fair Market Value Food Scan Scale Dairy Pilot pLant university of wisconsin - river falls 410 S Third Street river Falls WI 54022 391805963 university 7500 Appraisal Harpsicord Music Program 1 0 Scholarships to attend the University of Wisconsin - river falls 675 1086193 Faculty grants recognizing outstanding service to the university of wisconsin - river falls 11 6500 Part I, Line 2: Every recipient is required to abide by our fund expenditure guidelines and Each funds purpose statement when requesting assistance from the foundation. This is monitored by our accounting department. X Horses/Seman 29 1612750 Appraisal X Food Scan Scale 1 95867 Fair Market Value X Harsichord 1 7500 Appraisal 0 0 1 0 Form 990, Part VI, Section B, line 11b The board audit committee reviews the form 990 and poses questions to be answered prior to filing. They provide a copy of the form 990 to board members during a meeting prior to filing with the Internal Revenue Service. Form 990, Part VI, Section B, line 12c Each board member and officer annually signs a document disclosing any conflict of interest. these statements are reviewed by the board annually. If a conflict of interest is disclosed by a member, that member shall recuse them self from any action concerning the nature of the conflict, including abstaining from voting on any issue, or scholarship consideration related to the conflict of interest. If a conflict of interest is discovered after one has not been voluntarily disclosed, the chair of the board and the president shall discuss the conflict with the member. If it is determined a conflict does exist, the member shall then recuse them self, as noted earlier. If the member refuses to recuse him or herself, the chair shall bring the matter to that board to remove the member from the board. Form 990, Part VI, Section B, line 15 Compensation is determined by University of Wisconsin. The percentage of compensation invoiced is determined by comparable positions within the University of Wisconsin system. Form 990, Part VI, Section C, line 19 Governing documents are available upon request. financial information is published in part in the alumni magazine - falcon features. Form 990, Part VII The University of Wisconsin invoices University of Wisconsin - River Falls Foundation for 16% of salary and benefits for services to the Foundation. Chris Mueller - $22,657 Form 990, Part XI, line 9: Beneficial Interest in Perpetual Trust 2,467,363. Net Appreciation on assets held in trust 101,865.