2025-10-30T11:56:57-05:00 2025-06-30 393647910 WIPFLI ADVISORY LLC 1502 LONDON ROAD SUITE 200 DULUTH MN 55812 990 2024-07-01 396088094 UW-STOUT FOUNDATION AND ALUMNI ASSOCIATION INC UW-S 7152321151 320 BROADWAY STREET SOUTH MENOMONIE WI 54751 JASON LEVASH TREASURER 7152321151 2025-10-17 1 1 MICHAEL J PETERSON CPA P01833529 2187224705 2025-10-06 2024 2025-03-06 01:10:19Z LINDA FUNK 320 BROADWAY STREET SOUTH MENOMONIE WI 54751 36545267 0 X WWW.UWSTOUT.EDU/FOUNDATION X 1962 WI UW-STOUT FOUNDATION AND ALUMNI ASSOCIATION, 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. 11 11 0 25 0 0 4707773 6434996 0 0 11479244 5118494 40598 57635 16227615 11611125 3300592 5020511 0 0 0 0 0 314685 1155228 1774616 2137702 5075208 7472898 11152407 4138227 91189782 99534386 1081473 568901 90108309 98965485 UW-STOUT FOUNDATION AND ALUMNI ASSOCIATION, 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. 0 0 3132439 3132439 0 FUNDS PROVIDED TO UW-STOUT TO FUND CHAIRS, PROFESSORSHIPS, ACADEMIC CENTERS, AND VARIOUS OTHER PROJECTS FOR PROGRAMS AND DEPARTMENTS AT UW-STOUT. 1888072 1888072 0 SCHOLARSHIPS WERE AWARDED TO 748 UNIVERSITY OF WISCONSIN-STOUT STUDENTS. 258869 0 0 THE STOUT ALUMNI ASSOCIATION PROGRAM IS DESIGNED TO ADVANCE THE EFFECTIVENESS OF THE UNIVERSITY OF WISCONSIN-STOUT AND STRENGTHEN THE TIES BETWEEN ALUMNI AND THE UNIVERSITY OF WISCONSIN-STOUT. 5279380 1 1 0 0 0 0 0 0 0 1 1 1 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 21 0 0 0 0 0 0 1 1 1 1 0 0 0 0 0 0 X 11 11 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 AK CA CO FL KY MD MI MN OH OR SC WA WI X X KRISTIE LEONARD 7152321151 320 BROADWAY STREET SOUTH MENOMONIE WI 54751 X LINDA FUNK PRESIDENT 2.00 X X 0 0 0 JOHN STAHMER VICE PRESIDENT (TERMED 3/25) 1.00 X X 0 0 0 TIM SEICHTER SECRETARY 1.00 X X 0 0 0 GREGORY ELSE TREASURER 1.00 X X 0 0 0 LORA BENRUD MEMBER (TERMED 9/24) 0.50 X 0 0 0 MARCIA JANTE MEMBER 0.50 X 0 0 0 JASON LEVASH MEMBER 0.50 X 0 0 0 KAY MANGER-HAGUE MEMBER 0.50 X 0 0 0 CAROL MOONEY MEMBER 0.50 X 0 0 0 STEVE SIZEMORE MEMBER 0.50 X 0 0 0 LACEY SMITH MEMBER 0.50 X 0 0 0 LOU WELTER MEMBER 0.50 X 0 0 0 KATHARINE REED EXECUTIVE DIRECTOR (TERMED 12/24) 16.00 X 0 0 0 KRISTIE LEONARD DIRECTOR OF FINANCE 40.00 X 0 0 0 0 0 0 0 0 0 0 UNIVERSITY OF WISCONSIN - STOUT 712 BROADWAY ST S MENOMONIE WI 54751 STAFFING SERVICES 1387555 COMMUNITY COUNSELLING SERVICES LLC 527 MADISON AVE 5TH FLOOR NEW YORK NY 10022 FUNDRAISING CONSULTANT 132575 2 6434996 291043 6434996 2926403 2926403 14344 14344 1800 0 1800 1800 1800 27126233 24934142 2192091 2192091 2192091 41491 41491 41491 11611125 0 0 5176129 3132439 3132439 1888072 1888072 1319675 597850 721825 60532 60532 314685 314685 136615 136615 53839 39900 13939 54192 54192 79171 77137 2034 83042 77995 5047 12500 12500 31815 585 31230 36901 24625 12276 10439 10439 ALUMNI SERVICES 258869 258869 112 112 7472898 5279380 1038290 1155228 200438 242222 80336 155613 3762716 6013855 90126 13390 273545 67855 205690 205690 71498265 74180710 15107491 18492442 244720 230464 91189782 99534386 613079 103849 468394 465052 1081473 568901 X 10610552 10141226 79497757 88824259 90108309 98965485 91189782 99534386 X 4138227 4607824 111125 X 0 1 X 1 0 X 1799363 4182691 4111173 4211864 6038872 20343963 1799363 4182691 4111173 4211864 6038872 20343963 4393523 15950440 1239906 1665724 1775896 2691001 2942547 10315074 30659037 160140 0.52030 0.55950 X SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS: DESCRIPTION: DISTRIBUTION UPON EXECUTION OF ESTATE DATE: 12/31/20 AMOUNT: 1500000. DESCRIPTION: DISTRIBUTION UPON EXECUTION OF ESTATE DATE: 12/31/20 AMOUNT: 352023. DESCRIPTION: DISTRIBUTION UPON EXECUTION OF ESTATE DATE: 11/15/21 AMOUNT: 1000000. DESCRIPTION: DISTRIBUTION UPON EXECUTION OF ESTATE DATE: 02/04/22 AMOUNT: 522657. DESCRIPTION: DISTRIBUTION UPON EXECUTION OF ESTATE DATE: 05/26/23 AMOUNT: 653106. DESCRIPTION: DISTRIBUTION UPON EXECUTION OF ESTATE DATE: 10/02/23 AMOUNT: 175000. DESCRIPTION: DISTRIBUTION UPON EXECUTION OF ESTATE DATE: 12/26/23 AMOUNT: 320910. DESCRIPTION: DISTRIBUTION UPON EXECUTION OF ESTATE DATE: 03/24/25 AMOUNT: 221336. DESCRIPTION: DISTRIBUTION UPON EXECUTION OF ESTATE DATE: 09/09/24 AMOUNT: 174788. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 66677628 1011631 7613571 657804 693591 1601280 72350155 61473189 921338 6566401 625892 565193 1092215 66677628 55067452 2671011 5756262 612205 429149 980182 61473189 61114356 4390220 -8530732 444626 384348 1077418 55067452 46967627 2705656 13071648 372006 344040 914529 61114356 0.09374 0.69592 0.21034 0 0 176102 176102 97443 67855 29588 205690 1937687 C OTHER ALTERNATIVE INVESTMENTS 16554755 C 18492442 SPLIT-INTEREST AGREEMENTS LIABILITY 465052 465052 16193459 4607824 111125 4718949 11474510 136615 136615 11611125 7336283 0 7336283 136615 136615 7472898 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 125,381. CHANGE IN CASH SURRENDER VALUE OF LIFE INSURANCE -14,256. X X X X X 1 COMMUNITY COUNSELLING SERVICE LLC 527 MADISON AVENUE 5TH FLOOR NEW YORK NY 10022 CAMPAIGN FEASIBILITY 0 0 314685 -314685 314685 -314685 AK CA CO FL KY MD MI MN OH OR SC WA WI SCHEDULE G, PART I, LINE 2B, COLUMN (V) THE ORGANIZATION CONTRACTED THE LISTED PROFESSIONAL FIRM TO PROVIDE CONSULTING SERVICES. THE PRIMARY PURPOSE OF THE SERVICES WAS TO CONDUCT A CAMPAIGN FEASIBILITY. 1 UNIVERSITY OF WISCONSIN - STOUT 712 S BROADWAY MENOMONIE WI 54751 391805963 STATE OF WISCONSIN 3132439 0 ASSISTANCE PROVIDED TO THE UNIVERSITY OF WISCONSIN-STOUT, WHICH IS THE REASON FOR THE FOUNDATION'S EXISTENCE. 1 0 SCHOLARSHIPS TO UW-STOUT STUDENTS 748 1888072 SCHOLARSHIPS TO UW-STOUT STUDENTS PART I, LINE 2: ALL AID MUST ABIDE BY THE FOUNDATION'S FUND EXPENDITURE POLICY AND THE FUND'S PURPOSE STATEMENT ARE MONITORED BY THE FOUNDATION'S ACCOUNTING DEPARTMENT. X 9 291043 FMV 0 0 1 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. ONE OF THE LEASED EMPLOYEES IS CONTRACTED OUT AS THE EXECUTIVE DIRECTOR OF THE ORGANIZATION. THIS INDIVIDUAL IS NOT AN OFFICER, DIRECTOR, OR KEY EMPLOYEE OF THE UNIVERSITY OF WISCONSIN-STOUT. KATHARINE REED'S 2024 COMPENSATION AS EXECUTIVE DIRECTOR IS AS FOLLOWS: REPORTABLE COMPENSATION: $176,747 ESTIMATED AMOUNT OF OTHER COMPENSATION: $32,375 KRISTIE LEONARD'S 2024 COMPENSATION AS FINANCE DIRECTOR IS AS FOLLOWS: REPORTABLE COMPENSATION: $107,894 ESTIMATED AMOUNT OF OTHER COMPENSATION: $41,706 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 125,381. CHANGE IN CASH SURRENDER VALUE OF LIFE INSURANCES -14,256.