2017-09-26T13:54:23-05:00 2017-06-30 390758449 WIPFLI LLP 3703 OAKWOOD HILLS PARKWAY EAU CLAIRE WI 54701 990 2016-07-01 396088094 Stout University Foundation Inc STOU 7152321151 320 S Broadway Menomonie WI 54751 Dale Granchalek Treasurer 7152321151 2017-09-26 1 Dan Walker CPA P01342660 7158323407 2017-09-26 216.54.158.12 2017-09-26 11:21:59 CD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 F91C726111BE61894B067C8320C81C46540231E8 2016 2021-01-29 14:40:06Z Thomas Kornegor 320 S Broadway Menomonie WI 54751 22974322 0 X WWW.UWSTOUT.EDU/FOUNDATION X 1962 WI THE STOUT UNIVERSITY FOUNDATION, INC. CULTIVATES RELATIONSHIPS BETWEEN UW-STOUT AND ITS VARIOUS CONSTITUENCIES FOR THEIR MUTUAL BENEFIT. IT SUPPORTS THE MISSION AND GOALS OF UW-STOUT THROUGH THE ACQUISITION AND STEWARDSHIP OF RESOURCES. 29 29 0 75 0 0 2264974 4093637 0 0 2935312 3289435 47648 30906 5247934 7413978 2104123 2087927 0 0 0 0 0 20400 468325 1139732 1252234 3243855 3360561 2004079 4053417 51671495 58303380 1085151 998786 50586344 57304594 X THE STOUT UNIVERSITY FOUNDATION, INC. CULTIVATES RELATIONSHIPS BETWEEN UW-STOUT AND ITS VARIOUS CONSTITUENCIES FOR THEIR MUTUAL BENEFIT. IT SUPPORTS THE MISSION AND GOALS OF UW-STOUT THROUGH THE ACQUISTION AND STEWARDSHIP OF RESOURCES. 0 0 772910 772910 0 SCHOLARSHIPS WERE AWARDED TO 400 UNIVERSITY OF WISCONSIN-STOUT STUDENTS. 1238148 1238148 0 FUNDS PROVIDED TO UW-STOUT TO FUND A CHAIR, THE NAKATANI CENTER, ETHICS CENTER, DISCOVERY CENTER, AND VARIOUS OTHER PROJECTS FOR PROGRAMS AND DEPARTMENTS AT UW-STOUT. 143893 76869 0 FUNDS PROVIDED TO THE STOUT ALUMNI ASSOCIATION WHICH HOSTED MANY ALUMNI GATHERINGS AND REUNIONS TO ADVANCE THE INTEREST AND EFFECTIVENESS OF THE UNIVERSITY OF WISCONSIN-STOUT AND STRENGTHEN THE TIES BETWEEN ALUMNI AND THE UNIVERSITY OF WISCONSIN-STOUT. 90456 0 0 VARIOUS OTHER ACTIVITIES IN SUPPORT OF UNIVERSITY OF WISCONSIN-STOUT. 90456 0 0 2245407 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 16 0 0 0 0 0 0 1 1 1 1 0 0 0 0 X 29 29 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 WI X Thomas Kornegor 7152321151 320 SOUTH BROADWAY MENONOMIE WI 54751 X TOM KORNEGOR PRESIDENT 2.00 X X 0 0 0 KIM POLZIN VICE PRESIDENT 1.00 X X 0 0 0 DALE GRANCHALEK TREASURER 1.00 X X 0 0 0 LINDA ARZOUMANIAN SECRETARY 1.00 X X 0 0 0 PHILLIP ASHFIELD MEMBER 0.50 X 0 0 0 Carolyn Barnhart MEMBER 0.50 X 0 0 0 BILL BURMESCH MEMBER 0.50 X 0 0 0 SANDY CHOPIN MEMBER 0.50 X 0 0 0 GREGORY ELSE MEMBER 0.50 X 0 0 0 Colleen Hartmon Bollom MEMBER 0.50 X 0 0 0 WILLIAM HENDRICKSEN MEMBER 0.50 X 0 0 0 CONNIE HINES MEMBER 0.50 X 0 0 0 Steve Hoisington MEMBER 0.50 X 0 0 0 JILL JACOBSEN MEMBER 0.50 X 0 0 0 CHARLLOTTE JANECZKO MEMBER 0.50 X 0 0 0 RUTH JENNERJAHN MEMBER 0.50 X 0 0 0 LAURA MADSEN MEMBER 0.50 X 0 0 0 LAUREN MARTEY MemBER 0.50 X 0 0 0 KELLY MATTER MEMBER 0.50 X 0 0 0 JAMES NAYLOR MEMBER 0.50 X 0 0 0 GARY OLMSTEAD MEMBER 0.50 X 0 0 0 CURT PETERS MEMBER 0.50 X 0 0 0 JOSEPH ROSSMEIER MEMBER 0.50 X 0 0 0 LARRY SCHOENBERGER MeMBER 0.50 X 0 0 0 RONALD SWANSON MeMBER 0.50 X 0 0 0 PAMELA TOMPOS MEMBER 0.50 X 0 0 0 Mary Van Hout MEMBER 0.50 X 0 0 0 Robert Ward MEMBER 0.50 X 0 0 0 JANET YARDLEY MEMBER 0.50 X 0 0 0 Mark Parsons Executive DIRECTOR 10.00 X 0 0 0 DAVID WIENSCH Associate DIRECTOR 24.00 X 0 0 0 0 0 0 0 0 0 0 University of Wisconsin - Stout 712 Broadway St S Menomonie WI 54751 Staffing Services 935143 1 4093637 26449 4093637 930705 930705 15537 15537 2640 0 2640 2640 2640 17919074 15560344 2358730 2358730 2358730 12729 12729 12729 7413978 0 0 3320341 1315017 1315017 772910 772910 949258 137068 419259 392931 6950 6950 20400 20400 102363 102363 2000 2000 9161 3636 5525 54541 70 50805 3666 34547 28340 6207 5933 5933 19764 4232 15532 13181 498 12683 5809 5809 6819 6819 Phonathon Expenses 22064 22064 SCHOLARSHIP PROGRAM 19844 19844 3360561 2245407 646829 468325 128807 183406 136006 121471 1317020 2736138 437276 178304 264781 258972 46929704 52347072 2422231 2268572 472946 387749 51671495 58303380 364304 264514 720847 734272 1085151 998786 X 7104364 7478388 13186585 16738983 30295395 33087223 50586344 57304594 51671495 58303380 X 4053417 2526566 138267 X 0 1 X 1 0 X 2779490 1827293 2487507 1764974 1590637 10449901 2779490 1827293 2487507 1764974 1590637 10449901 231362 10218539 780739 885515 873711 917730 933345 4391040 14840941 0.68850 0.67750 X Schedule A, Part VI, List of Unusual Grants: Description: Cash Date: 08/18/16 Amount: 2503000. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 35185208 1637840 4382856 412590 285856 803041 39704417 36100362 665924 -133091 380976 207422 859589 35185208 34771553 2319878 471065 325976 248774 887384 36100362 35482982 1343674 4700303 290014 5566307 899085 34771553 31628150 1319287 4258095 338063 371191 1013296 35482982 0.06720 0.83340 0.09940 1 0 218346 218346 218930 178304 40626 258972 SPLIT-INTEREST AGREEMENTS LIABILITY 734272 734272 9980725 2526566 40181 2566747 7413978 0 7413978 3262475 0 3262475 98086 98086 3360561 Part V, Line 4: THE ENDOWMENT FUNDS WILL BE USED AS RESTRICTED BY THE DONORS, INCLUDING BUT NOT LIMITED TO, SCHOLARSHIPS, PROFESSORSHIPS, CHAIRS, THE NAKATANI CENTER, ETHICS CENTER, DISCOVERY CENTER, AS WELL AS OTHER SPECIFIC PROGRAMMATIC PURPOSES AT UW-STOUT. Part XI, Line 2d - Other Adjustments: CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 121,600. CHANGE IN CASH SURRENDER VALUE OF LIFE INSURANCE 16,667. Investment Fees -98,086. X X X X 1 Hansen Henley Yoder & Lamb 8400 Normandale Lake Blvd Suite 9 Minneapolis MN 55437 Comprehensive Campaign Consulting 0 0 20400 0 20400 WI 1 UW-STOUT 712 S BROADWAY MENOMONIE WI 54751 391805963 STATE OF WISCONSIN 1238148 ASSISTANCE PROVIDED TO UNIVERSITY OF WISCONSIN-STOUT, WHICH IS THE REASON FOR THE FOUNDATION'S EXISTENCE, WAS A CHAIR, THE NAKATANI CENTER, DISCOVERY CENTER, ETHICS CENTER, PROFESSORSHIPS AND FOR VARIOUS ITEMS FOR DEPARTMENTS AND PROGRAMS AT THE UNIVERSITY OF WISCONSIN-STOUT. STOUT ALUMNI ASSOCIATION 320 S BROADWAY MENOMONIE WI 54751 390853896 501 (C)(7) 76869 BECAUSE OF THE INTEGRAL RELATIONSHIP BETWEEN THE STOUT UNIVERSITY FOUNDATION, INC. AND THE STOUT ALUMNI ASSOCIATION, THE ENTIRE OPERATING BUDGET OF THE STOUT ALUMNI ASSOCIATION IS FUNDED BY THE STOUT UNIVERSITY FOUNDATION, INC. 1 1 SCHOLARSHIPS TO UW-STOUT STUDENTS 400 772910 Part I, Line 2: ALL AID REQUESTS MUST ABIDE BY THE FOUNDATION'S FUND EXPENDITURE POLICY AND THE FUND'S PURPOSE STATEMENT AND ARE MONITORED BY THE FOUNDATION'S ACCOUNTING DEPARTMENT. X 5 26449 FMV 0 0 0 0 Part I, Column (b): THE NUMBER OF CONTRIBUTIONS REPORTED REPRESENTS THE NUMBER OF CONTRIBUTORS. Form 990, Part VI, Section A, line 3 The organization contracts with the University of Wisconsin-Stout to lease employees. Two of the leased employees are contracted out as the Executive Director and Associate Director of the organization. These individuals are not officers, directors, or key employees of the University of Wisconsin-Stout. Mark Parsons' compensation as Executive Director is as follows: Reportable compensation: $145,923 Estimated amount of other compensation: $29,549 David Wiensch's compensation as Associate Director is as follows: Reportable compensation: $81,303 Estimated amount of other compensation: $31,770 Form 990, Part VI, Section B, line 11b THE BOARD OF DIRECTORS WERE PROVIDED WITH A COPY OF FORM 990 AND REQUIRED SCHEDULES, AT WHICH TIME ANY QUESTIONS WERE ANSWERED. THEREAFTER, IT WAS FILED WITH THE Internal Revenue Service. Form 990, Part VI, Section B, line 12c THE FOUNDATION'S CONFLICT OF INTEREST POLICY IS DISTRIBUTED TO BOARD MEMBERS ANNUALLY FOR THEIR SIGNATURE INDICATING COMPLIANCE WITH IT. ALSO, FOUNDATION STAFF MONITOR COMPANIES WITH WHICH IT DOES BUSINESS FOR POTENTIAL CONFLICTS. Form 990, Part VI, Section C, line 19 THE FOUNDATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. Form 990, Part XI, line 9: CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 121,600. CHANGE IN CASH SURRENDER VALUE OF LIFE INSURANCE 16,667.