2016-01-14T06:44:51-06:00 2015-06-30 390758449 WIPFLI LLP 7601 FRANCE AVENUE SOUTH SUITE 400 MINNEAPOLIS MN 55435 990 2014-07-01 396064630 UNIVERSITY OF WISCONSIN - RIVER FALLS FOUNDATION INC UNIV 7154253505 410 SOUTH THIRD STREET RIVER FALLS WI 54022 CHRISTOPHER MUELLER PRESIDENT 7154253505 2016-01-14 1 LISA DESOTELLE CPA P00952721 9525483400 2016-01-14 2014 2016-04-25 22:37:26Z CHRISTOPHER MUELLER 410 SOUTH THIRD STREET RIVER FALLS WI 54022 11472164 0 X WWW.UWRF.EDU/UNIVERSITYADVANCEMENT/FOUNDATION X 1948 WI TO BENEFIT THE UNIVERSITY OF WISCONSIN - RIVER FALLS. 20 20 7 61 0 0 3114446 2754854 69656 59984 11710 1540138 136991 99282 3332803 4454258 1584689 1826509 0 0 257340 269215 25465 26000 110391 702780 574239 2570274 2695963 762529 1758295 23264650 23921628 182250 178446 23082400 23743182 X THE UNIVERSITY OF WISCONSIN - RIVER FALLS FOUNDATION IS COMMITTED TO TRANSFORMING THE LIVES OF OUR STUDENTS BY ENGAGING PEOPLE WHO CARE ABOUT THE UNIVERSITY, MAXIMIZING PRIVATE GIFT SUPPORT FOR THE UNIVERSITY OF WISCONSIN - RIVER FALLS, PROMOTING A CULTURE OF PHILANTHROPY, AND GUARANTEEING ETHICAL STEWARDSHIP OF ALL GIFTS RECEIVED. 0 0 971709 971709 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. 902 SCHOLARSHIPS WERE AWARDED THIS YEAR. 687800 687800 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. 167000 167000 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 8 HORSES DURING THE YEAR TO THE UNIVERSITY. 1826509 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 1 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 7 0 7 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 NY OH OR SC UT WA WV WI X CHRISTOPHER MUELLER 7154253505 410 SOUTH THIRD STREET RIVER FALLS WI 54022 X WILLIAM BOEHM DIRECTOR 1.00 X 0 0 0 LAURA CARLSON PETERSON DIRECTOR 1.00 X 0 0 0 JEFF CERNOHOUS DIRECTOR 1.00 X 0 0 0 KATHY DELONAIS DIRECTOR 1.00 X 0 0 0 JAMES GRAHAM DIRECTOR 1.00 X 0 0 0 SUZANNE HAGEN DIRECTOR 1.00 X 0 0 0 KAREN HANDORF DIRECTOR 1.00 X 0 0 0 DEBORAH HANSON DIRECTOR 1.00 X 0 0 0 STEVEN J HEALY DIRECTOR (THRU DECEMBER) 1.00 X 0 0 0 MARGARET KEATING DIRECTOR 1.00 X 0 0 0 ROBERT KOTECKI DIRECTOR 1.00 X 0 0 0 JIM J MUSEL DIRECTOR 1.00 X 0 0 0 BRENT NICCUM DIRECTOR 1.00 X 0 0 0 TRUDY POPENHAGEN DIRECTOR (THRU DECEMBER) 1.00 X 0 0 0 DAVID RAINVILLE DIRECTOR (THRU MAY) 1.00 X 0 0 0 JOHN ROSENOW DIRECTOR 1.00 X 0 0 0 GREG WHEELOCK DIRECTOR 1.00 X 0 0 0 LAWRENCE W YORK DIRECTOR 1.00 X 0 0 0 SHANNON ZIMMERMAN DIRECTOR 1.00 X 0 0 0 DEREK CHERNE CHAIR 1.00 X X 0 0 0 ROBERT CASEY VICE CHAIR 1.00 X X 0 0 0 BARBARA BUTLER TREASURER 1.00 X X 0 0 0 MARK J GHERTY SECRETARY 1.00 X X 0 0 0 CHRISTOPHER MUELLER PRESIDENT 6.00 X 18677 0 6690 18677 0 6690 0 0 0 0 UNIVERSITY OF WISCONSIN RIVER FALLS 410 SOUTH THIRD STREET RIVER FALLS WI 54022 IT & PERSONNEL SERVICES 342417 1 37320 2717534 167000 2754854 ADMINISTRATIVE FEES 900099 59984 59984 59984 619818 619731 87 141022 141022 7863728 6943408 920320 920320 920320 32758 37320 74498 -41740 -41740 4454258 619731 0 1079673 761924 761924 1064585 1064585 25391 25391 201456 201456 42368 42368 201000 201000 425 425 15136 15136 26000 26000 170874 170874 13930 13930 1578 1578 92323 29846 62477 28786 28786 3479 3479 21914 21914 12418 12418 8675 8675 BAD DEBT EXPENSE 3701 3701 2695963 1826509 759063 110391 49560 47831 1118097 4909899 1290940 1187475 12276 33987 141509 63049 90878 78460 20169658 17230499 533241 433477 23264650 23921628 55865 58676 126385 119770 182250 178446 X 4020532 4082306 10573844 10631855 8488024 9029021 23082400 23743182 23264650 23921628 1758295 -1097513 0 X 0 1 X 1 0 X 3471423 3467133 3009453 3114446 2587854 15650309 3471423 3467133 3009453 3114446 2587854 15650309 2141425 13508884 363101 491159 567152 671909 760753 2854074 12627 52 87 12766 18517149 1365527 0.72950 0.74070 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 14808284 762659 262502 524855 419331 14889259 13285746 596858 1818364 486852 405832 14808284 12230287 475749 1203954 624244 13285746 10854862 464995 -442547 199789 162705 10514816 10741244 967246 1754838 319013 315739 12828576 0.12860 0.60640 0.26500 0 0 78989 14370 64619 62520 48679 13841 78460 GIFT ANNUITY PAYABLE 119770 119770 X 3090869 -1097513 -2500 -1100013 4190882 170874 92502 263376 4454258 2430087 74498 74498 2355589 170874 169500 340374 2695963 PART V, LINE 4: ENDOWMENT FUNDS ARE USED TO PROVIDE SCHOLARSHIPS AND TO PROMOTE UNIVERSITY ACTIVITIES. PART X, LINE 2: THE FOUNDATION IS REQUIRED TO ASSESS WHETHER IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION ON THE TECHNICAL MERITS OF THE POSITION, ASSUMING THE TAXING AUTHORITY HAS FULL KNOWLEDGE OF ALL INFORMATION. IF THE TAX POSITION DOES NOT MEET THE MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD, THE BENEFIT OF THAT POSITION IS NOT RECOGNIZED IN THE FINANCIAL STATEMENTS. THE FOUNDATION HAS DETERMINED THERE ARE NO AMOUNTS TO RECORD AS ASSETS OR LIABILITIES RELATED TO UNCERTAIN TAX POSITIONS. FEDERAL RETURNS FOR THE YEARS ENDED 2012 AND BEYOND REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. PART XI, LINE 2D - OTHER ADJUSTMENTS: BAD DEBT EXPENSE -2,500. PART XI, LINE 4B - OTHER ADJUSTMENTS: DONATED HORSES 167,000. FUNDRAISING EXPENSES -74,498. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE 74,498. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONATED HORSES 167,000. BAD DEBT EXPENSE 2,500. X X X X X 1 JOHNSON GROSSNICKLE AND ASSOCIATES 20 SOUTH PARK BLVD GREENWOOD IN 46143 FIRM PROVIDED LONG TERM STRATEGIC DEVELOPMENT CONSULTING. 0 0 26000 0 26000 AK CA CO DC KY ME MD MI MN NH NJ NY OH OR SC UT WA WV WI 2015 RISING TO DISTINCTION EVENT 52090 32020 20070 1324 8101 41219 15129 DON PAGE GOLF EVENT 17988 5300 12688 2580 2243 3902 70078 37320 32758 3904 10344 41219 19031 74498 -41740 SCHEDULE G, PART I, LINE 2B, COLUMN (V) JOHNSON, GROSSNICKLE, AND ASSOCIATES (JGA) CONSULTS WITH THE ORGANIZATION, PROVIDING CAMPAIGN COUNSEL. A LARGE PORTION OF THIS CONSULTATION, IS TO PROVIDE THE ORGANIZATION WITH AN OUTSIDE LOOK AND COMPREHENSIVE VIEW OF CAMPAIGN PLANNING AND STRATEGY. JGA WORKS SPECIFICALLY WITH THE UWRF CAMPAIGN STEERING COMMITTEE TO ASSIST WITH THE CAMPAIGN. THE COUNSEL SERVES THE ROLE OF PROVIDING PROFESSIONAL EXPERTISE AND DOES NOT NECESSARILY PROVIDE EXECUTION OF THESE CAMPAIGNS. IN THAT RESPECT, DETERMING THE SPECIFIC AMOUNT OF GROSS RECEIPTS RETAINED BY THE ORGANIZATION DIRECTLY ALLOCATED TO THE SERVICES PROVIDED BY JGA IS UNREASONABLE. JGA WORKS WITH MANY SIMILAR ORGANIZATION ACROSS THE COUNTY TO PROVIDE CONSULATION SERVICES. 1 UNIVERSITY OF WISCONSIN - RIVER FALLS 410 S THIRD STREET RIVER FALLS WI 54022 391805963 UNIVERSITY 568543 UNIVERSITY ACTIVITIES AND EVENTS UNIVERSITY OF WISCONSIN - RIVER FALLS 410 S THIRD STREET RIVER FALLS WI 54022 391805963 UNIVERSITY 7000 ACADEMIC/ADMIN FUNDS UNIVERSITY OF WISCONSIN - RIVER FALLS 410 S THIRD STREET RIVER FALLS WI 54022 391805963 UNIVERSITY 19380 CHANCELLOR FUNDS UNIVERSITY OF WISCONSIN - RIVER FALLS 410 S THIRD STREET RIVER FALLS WI 54022 391805963 UNIVERSITY 167000 DONOR VALUED HORSES AND OTHER NON CASH ASSETS THE HORSES ARE USED IN THE EQUINE PROGRAM. STUDENTS LEARN HOW TO RIDE AND CARE FOR THE HORSES. 1 0 SCHOLARSHIPS TO ATTEND THE UNIVERSITY OF WISCONSIN - RIVER FALLS 902 971709 FACULTY GRANTS RECOGNIZING OUTSTANDING SERVICE TO THE UNIVERSITY OF WISCONSIN - RIVER FALLS 10 6500 PART I, LINE 2: EVERYONE 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 ANIMALS - HORSES 8 167000 DONOR VALUED 3 0 1 0 FORM 990, PART VI, SECTION B, LINE 11 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. BOARD MEMBERS ARE GIVEN A WEEK TO HAVE THEIR QUESTIONS ANSWERED 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, 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 15% OF SALARY AND BENEFITS FOR SERVICES TO THE FOUNDATION. CHRIS MUELLER - $25,367.