2025-10-28T14:56:47-05:00 2025-06-30 393647910 WIPFLI ADVISORY LLC 1502 LONDON ROAD SUITE 200 DULUTH MN 55812 990 2024-07-01 396064630 UNIVERSITY OF WISCONSIN - RIVER FALLS FOUNDATION INC UNIV 7154253545 410 SOUTH THIRD STREET RIVER FALLS WI 54022 AMY ZIMMER PRESIDENT 7154253505 2025-10-27 1 1 MICHAEL J PETERSON CPA P01833529 2187224705 2025-10-23 2024 2025-03-06 01:10:19Z AMY ZIMMER 410 SOUTH THIRD STREET RIVER FALLS WI 54022 18899913 0 X WWW.UWRF.EDU/UNIVERSITY-ADVANCEMENT/FOUNDATION X 1948 WI TO BENEFIT THE UNIVERSITY OF WISCONSIN - RIVER FALLS 18 18 5 19 0 0 4310794 6263346 32825 35373 792399 1065251 9595 7457 5145613 7371427 4361256 5166594 0 0 390062 435749 0 0 0 243805 274550 4995123 5876893 150490 1494534 36256122 40538989 821050 828624 35435072 39710365 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 2050000 2050000 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 9 HORSES DURING THE YEAR TO THE UNIVERSITY. 1898611 1898611 0 SPECIAL PROJECTS FOR UNIVERSITY RELATED ACTIVITIESDISBURSEMENTS 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. THERE ARE 279 UNIQUE FUNDS OF THIS TYPE. 1217983 1217983 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. INDIVIDUAL DONORS OF SCHOLARSHIPS MAY NOT SPECIFY INDIVIDUAL DONEES OF FUNDS. THERE WERE 483 ANNUALLY FUNDED AND 284 ENDOWED SCHOLARSHIP FUNDS THAT ARE FULLY FUNDED AND DISTRIBUTING SCHOLARSHIP FUNDS. TOGETHER ANNUAL AND ENDOWED SCHOLARSHIPS FUNDED 1,494 SEMESTER SCHOLARSHIPS AND THEY WERE AWARDED TO 646 STUDENTS. 5166594 1 1 0 0 0 0 1 0 0 1 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 5 0 5 1 0 0 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA CO KY MD MI MN NH NJ NV NY OH OR PA SC TN WA WI WV X AMY ZIMMER 7154253545 410 SOUTH THIRD STREET RIVER FALLS WI 54022 AMY ZIMMER PRESIDENT 40.00 X 121439 0 35383 DIXIE CARROLL CHAIR 1.00 X X 0 0 0 DAVID DREWISKE PAST CHAIR 1.00 X X 0 0 0 MAX NEUHAUS VICE CHAIR 1.00 X X 0 0 0 MARK FORSYTHE TREASURER 1.00 X X 0 0 0 CHRISTINE FELLING SECRETARY 1.00 X X 0 0 0 BARBARA BUTLER DIRECTOR (TERMED 12/24) 1.00 X 0 0 0 SANDY DICKE DIRECTOR 1.00 X 0 0 0 DAN DRAXLER DIRECTOR 1.00 X 0 0 0 SCOTT JONES DIRECTOR 1.00 X 0 0 0 STEPHANIE JOHNSON DIRECTOR 1.00 X 0 0 0 DAN MCGINTY DIRECTOR 1.00 X 0 0 0 DEANNE NEZAS DIRECTOR (TERMED 12/24) 1.00 X 0 0 0 CHARLES PALMER DIRECTOR 1.00 X 0 0 0 BARB PRESTON BROESDER DIRECTOR 1.00 X 0 0 0 BRIDGET RUEMMELE DIRECTOR 1.00 X 0 0 0 TIM SCHNEIDER DIRECTOR 1.00 X 0 0 0 MICHELLE SCHEUERMANN DIRECTOR 1.00 X 0 0 0 CHESTER SLIPEK DIRECTOR 1.00 X 0 0 0 DAVID STONE DIRECTOR 1.00 X 0 0 0 TERRI WILCOX DIRECTOR 1.00 X 0 0 0 121439 0 35383 1 0 1 0 UNIVERSITY OF WISCONSIN RIVER FALLS 410 SOUTH THIRD STREET RIVER FALLS WI 54022 PERSONNEL SERVICES 405156 1 6263346 2586995 6263346 AFFINITY INCOME 900099 35373 35373 35373 1143590 1143590 11450147 11528486 -78339 -78339 -78339 7457 7457 7457 7371427 0 0 1108081 3931009 3931009 1235585 1235585 166494 166494 169023 169023 11507 11507 88725 88725 950 950 25214 25214 159309 159309 17638 17638 9417 9417 46493 46493 5672 5672 6638 6638 3219 3219 5876893 5166594 710299 0 1779653 2699039 1238033 802309 24096 20880 453794 33108 0 420686 30074740 33265909 3139600 3330166 36256122 40538989 154652 155667 390000 390000 276398 282957 821050 828624 X 5641633 4489154 29793439 35221211 35435072 39710365 36256122 40538989 X 1494534 2590193 190566 X 0 1 X 1 0 X 3317808 3223015 3815824 4310794 6263346 20930787 124901 200048 221206 242396 255373 1043924 3442709 3423063 4037030 4553190 6518719 21974711 1716681 20258030 393802 793127 687841 838015 1143590 3856375 25831086 231746 0.78430 0.77810 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 1 72.79 0 0 1 1 0 4.00 0 25427120 1630660 4942759 1319214 30681325 24001913 854418 3218533 1398910 1248834 25427120 23123351 633971 1853289 624130 984568 24001913 28098514 695191 -4087521 1412028 54275 23239881 23102338 1090520 5336635 1376815 54164 28098514 0.08110 0.70030 0.21860 0 0 363950 363950 33108 33108 0 56736 56736 420686 BENEFICIAL INTEREST IN CHARITABLE REMAINDER TRUST 556973 F BENEFICIAL INTEREST IN PERPETUAL TRUST 2773193 F 3330166 GIFT ANNUITY PAYABLE 282957 282957 8025205 2590193 255373 190566 3036132 4989073 159309 2223045 2382354 7371427 3749912 255373 255373 3494539 159309 2223045 2382354 5876893 PART II, LINE 3: THE ORGANIZATION RECEIVED A CONSERVATION EASEMENT DURING THE FISCAL YEAR. PART II, LINE 5: THE ORGANIZATION IS IN THE PROCESS OF DEVELOPING AND CONDUCTING ITS FIRST CONSERVATION EASEMENT ASSESSMENT. PART II, LINE 9: THE CONSERVATION EASEMENT IS REPORTED AS LAND IN THE FINANCIAL STATEMENTS. THERE IS NOT A SEPARATE FOOTNOTE FOR THE CONSERVATION EASEMENT. PART V, LINE 4: ENDOWMENT FUNDS ARE USED TO PROVIDE SCHOLARSHIPS AND TO PROMOTE UNIVERSITY ACTIVITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF BENEFICIAL INTERESTS IN ASSETS HELD BY OTHERS 190,566. PART XI, LINE 4B - OTHER ADJUSTMENTS: NONCASH AGENCY DONATIONS 2,223,045. PART XII, LINE 4B - OTHER ADJUSTMENTS: NONCASH AGENCY DONATIONS 2,223,045. 1 UNIVERSITY OF WISCONSIN - RIVER FALLS 410 S THIRD STREET RIVER FALLS WI 54022 391805963 UNIVERSITY 67432 0 CHANCELLOR FUNDS UNIVERSITY OF WISCONSIN - RIVER FALLS 410 S THIRD STREET RIVER FALLS WI 54022 391805963 UNIVERSITY 1813577 173045 APPRAISAL TRUCK, BOOKS, SMOKER, ETC. UNIVERSITY ACTIVITIES AND EVENTS UNIVERSITY OF WISCONSIN - RIVER FALLS 410 S THIRD STREET RIVER FALLS WI 54022 391805963 UNIVERSITY 0 2050000 APPRAISAL HORSES 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 609 1217983 FACULTY GRANTS RECOGNIZING OUTSTANDING SERVICE TO UWRF 18 17602 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 0 0 0 0 0 0 0 0 0 AMY ZIMMER PRESIDENT 121439 0 0 0 0 0 8836 0 26547 0 156822 0 0 0 X 1 54750 FAIR MARKET VALUE X 1 363950 APPRAISAL X HORSES 9 2050000 APPRAISAL X SMOKERHOUSE 1 79906 FAIR MARKET VALUE X MUSIC, INSTRUMENTS AND BOOKS 2 37789 FAIR MARKET VALUE X CELLS/INSERTS AND PLUG FLATS 8 600 FAIR MARKET VALUE 5 0 1 1 PART I, COLUMN (B): NUMBER OF ITEMS CONTRIBUTED PART I, LINE 32B: IDONATE IS USED TO CREATE WEB PAGES AND PROCESS PAYMENTS THROUGH THE SYSTEM. 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 THE HUMAN RESOURCE COMMITTEE AND THE BOARD OF DIRECTORS. IT IS COMPARED WITH OTHER NON-PROFITS IN THE AREA. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF BENEFICIAL INTERESTS IN ASSETS HELD BY OTHERS 190,566.