2015-02-04T14:14:46-06:00 2014-06-30 390758449 WIPFLI LLP 3703 OAKWOOD HILLS PARKWAY EAU CLAIRE WI 54701 990 2013-07-01 396088094 STOUT UNIVERSITY FOUNDATION INC STOU 7152321151 320 S BROADWAY MENOMONIE WI 54751 MARK PARSONS EXECUTIVE DIRECTOR 7152321151 2015-01-13 1 DAN WALKER CPA P01342660 7158323407 2015-01-13 2013 2016-04-25 22:37:26Z MARK PARSONS 320 S BROADWAY MENOMONIE WI 54751 9079677 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. 25 25 0 70 0 0 1943210 2457314 0 0 1921458 2904720 2845094 22137 6709762 5384171 1470464 1203781 0 0 534268 0 0 0 387597 415003 1010246 2419735 2214027 4290027 3170144 43396689 50724651 189778 907836 43206911 49816815 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 STEWARSHIP OF RESOURCES. 0 0 569108 569108 SCHOLARSHIPS WERE AWARDED TO 370 UNIVERSITY OF WISCONSIN-STOUT STUDENTS 562232 562232 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. 70105 70105 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. 158073 2336 VARIOUS OTHER ACTIVITIES IN SUPPORT OF UNIVERSITY OF WISCONSIN-STOUT. 158073 2336 1359518 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 11 0 1 0 0 1 EI CJ 0 0 0 1 1 0 0 0 0 X 25 25 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 WI X X MARK PARSONS 7152321151 320 SOUTH BROADWAY MENONOMIE WI 54751 X TOM KORNEGOR PRESIDENT 2.00 X X 0 0 0 KIM POLZIN VICE PRESIDENT 0.50 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 JOSEPH BROWN 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 TODD ELLIS MEMBER 0.50 X 0 0 0 GREGORY ELSE 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 CHARLOTTE 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 JANET YARDLEY MEMBER 0.50 X 0 0 0 MARK PARSONS EXECUTIVE DIRECTOR 40.00 X 44036 0 11633 DAVID WIENSCH ASSOCIATE DIRECTOR 40.00 X 36234 0 14388 80270 0 26021 0 0 0 1 0 2457314 18080 2457314 863378 863378 15104 15104 5736848 3695506 2041342 2041342 2041342 MISCELLANEOUS REVENUE 900099 7033 7033 7033 5384171 2048375 0 878482 634673 634673 569108 569108 757169 130129 327559 299481 4570 4570 23065 7405 15660 10256 1500 8756 43705 2612 41031 62 23736 17446 6290 17535 17535 21795 4369 17426 15853 290 15563 2646 2646 4411 4411 PHONATHON EXPENSES 39922 39922 SCHOLARSHIP PROGRAM 17673 17673 ANNUITY PAYMENTS 17032 17032 MISCELLANEOUS 10878 5033 5845 2214027 1359518 466912 387597 0 199172 264621 145409 1155901 1264850 0 44327 469988 175229 295403 294759 38927991 46647656 2289115 1653151 463658 475327 43396689 50724651 189778 199144 0 708692 189778 907836 X 5567055 7180282 10933264 15201444 26706592 27435089 43206911 49816815 43396689 50724651 X 3170144 3378299 -84593 146054 X X 0 1 X 1 0 X 5261456 1432423 1981803 2779490 1827293 13282465 5261456 1432423 1981803 2779490 1827293 13282465 13282465 684996 675532 781251 780739 885515 3808033 17090498 0.77720 0.54200 X SCHEDULE A, PART IV, LIST OF UNUSUAL GRANTS: DESCRIPTION: CASH DATE: 09/09/13 AMOUNT: 630021. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 35482982 1343674 4700303 290014 5566307 899085 34771553 31628150 1319287 4258095 338063 371191 1013296 35482982 32137102 1256823 -189692 387134 218975 969974 31628150 26758824 588707 6354128 372098 266349 926110 32137102 20955643 4496923 2750600 324549 298991 820802 26758824 0.10000 0.78900 0.11100 1 0 255413 255413 214575 175229 39346 294759 SPLIT-INTEREST AGREEMENTS LIABILITY 707692 DEPOSIT ON PENDING LAND SALE 1000 708692 X 8823931 3378299 146054 3524353 5299578 84593 84593 5384171 2214027 0 2214027 0 2214027 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 X, LINE 2: THE FOUNDATION RECORDED NO ASSETS OR LIABILITIES FOR UNCERTAIN TAX POSITIONS OR UNRECOGNIZED TAX BENEFITS IN THE YEAR ENDED JUNE 30, 2014. FEDERAL RETURNS FOR THE YEARS ENDED JUNE 30, 2014, 2013, AND 2012, REMAIN SUBJECT TO EXAMINATIONS BY THE INTERNAL REVENUE SERVICE. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 134,384. CHANGE IN CASH SURRENDER VALUE OF LIFE INSURANCE 11,670. FORM 990, SCHEDULE D, PART V, LINE 1E OTHER EXPENDITURES FOR FACILITIES AND PROGRAMS INCLUDES AN ADJUSTMENT OF $5,304,724 DUE TO THE ADOPTION OF FAS 117. 1 UW-STOUT 712 S BROADWAY MENOMONIE WI 54751 391805963 STATE OF WISCONSIN 562232 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) 70105 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 370 569108 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. 0 0 0 0 0 0 0 0 0 FORM 990, PART VII, SECTION A OFFICERS OF THE FOUNDATION RECEIVE COMPENSATION FROM THE UNIVERSITY OF WISCONSIN-STOUT. THE FOUNDATION REIMBURSED UW-STOUT $106,292 FOR SALARY AND BENEFITS PROVIDED TO THE OFFICERS. THIS IS REPORTED ON 990, PART VII. THE REMAINING SALARY AND BENEFITS PAID TO OFFICERS BY UNIVERSITY OF WISCONSIN - STOUT ARE AS FOLLOWS: MARK PARSONS, EXECUTIVE DIRECTOR - $128,647 DAVID WIENSCH, ASSOCIATE DIRECTOR - $54,839 FORM 990, PART VI, SECTION B, LINE 11 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 IRS. 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 134,384. INCREASE IN CASH SURRENDER VALUE OF LIFE INSURANCE 11,670. FORM 990, PART XII, LINE 1 THE FOUNDATION CHANGED IT'S METHOD OF ACCOUNTING FROM MODIFIED CASH BASIS TO ACCRUAL BASIS.