UNIVERSITY OF WISCONSIN OSHKOSH FOUNDATION INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF WISCONSIN OSHKOSH FOUNDATION INC (EIN 39-6076856)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-01-24
- IRS object ID
- 201330249349300958
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-01-24T16:30:25-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 410746749 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2886 | AddressLine1 |
| City | OSHKOSH | City |
| State | WI | State |
| ZIP Code | 549032886 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 396076856 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF WISCONSIN OSHKOSH FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIV | NameControl |
| Phone | 9204241020 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 842 ALGOMA BLVD | AddressLine1 |
| City | OSHKOSH | City |
| State | WI | State |
| ZIP Code | 54901 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ARTHUR RATHJEN | Name |
| Title | PRESIDENT | Title |
| Phone | 9204241020 | Phone |
| Date Signed | 2013-01-24 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KIMBERLY ANDERSON CPA | Name |
| PTIN | P00188889 | PTIN |
| Phone | 9202315890 | Phone |
| Date Prepared | 2013-01-14 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | ARTHUR RATHJEN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 842 ALGOMA BLVD | AddressLine1 |
| City | OSHKOSH | City |
| State | WI | State |
| ZIP Code | 54901 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 8123078 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.UWOSH.EDU/FOUNDATION | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1963 | YearFormation |
| State Legal Domicile | WI | StateLegalDomicile |
| Activity Or Mission Description | THE MISSION OF THE UNIVERSITY OF WISCONSIN OSHKOSH-FOUNDATION IS TO BE A PROACTIVE LEADER IN HELPING SHAPE AND REFINE THE VISION OF EXCELLENCE OF THE UNIVERSITY THROUGH: RAISING THE AWARENESS OF THE NEED FOR PRIVATE SUPPORT FOR EDUCATIONAL PRIORITIES; BUILDING RELATIONSHIPS TO CONNECT COMMUNITY RESOURCES WITH UNIVERSITY NEEDS; MEETING DONOR INTERESTS; EXPANDED RESOURCE DEVELOPMENT PROGRAMS; AND PRUDENT FISCAL RESPONSIBILITY AND ASSET MANAGEMENT IN SUPPORT OF THE UNIVERSITY COMMUNITY WITH SPECIAL EMPHASIS ON THE FACULTY/STUDENT RELATIONSHIP. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 18 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 18 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 18 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 2211998 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 4346913 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 941937 | InvestmentIncomePriorYear |
| Investment Income Current Year | 326412 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 73165 | OtherRevenuePriorYear |
| Other Revenue Current Year | 78134 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 3227100 | TotalRevenuePriorYear |
| Total Revenue Current Year | 4751459 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 2070808 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 3258345 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 262054 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 146357 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 154765 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 553734 | OtherExpensePriorYear |
| Other Expenses Current Year | 717325 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 2886596 | TotalExpensesPriorYear |
| Total Expenses Current Year | 4122027 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 340504 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 629432 | RevenuesLessExpensesCY |
| Total Assets BOY | 21367000 | TotalAssetsBOY |
| Total Assets EOY | 22474904 | TotalAssetsEOY |
| Total Liabilities BOY | 3236272 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 4075325 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 18130728 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 18399579 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO BE A PROACTIVE LEADER IN HELPING SHAPE AND REFINE THE VISION OF EXCELLENCE OF THE UNIVERSITY OF WISCONSIN - OSHKOSH THROUGH: RAISING THE AWARENESS OF THE NEED FOR PRIVATE SUPPORT FOR EDUCATIONAL PRIORITIES; BUILDING RELATIONSHIPS TO CONNECT COMMUNITY RESOURCES WITH UNIVERSITY NEEDS; MEETING DONOR INTERESTS; EXPANDED RESOURCE DEVELOPMENT PROGRAMS; AND PRUDENT FISCAL RESPONSIBILITY AND ASSET MANAGEMENT IN SUPPORT OF THE UNIVERSITY COMMUNITY WITH SPECIAL EMPHASIS ON THE FACULTY/STUDENT RELATIONSHIP. | MissionDescription |
| Significant New Program Services | 1 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 3760291 | Expense |
| Grants | 3258345 | Grants |
| Description | THE FOUNDATION DISBURSED PAYMENTS TO AND ON BEHALF OF THE UNIVERSITY OF WISCONSIN - OSHKOSH FOR ADVANCEMENT OF EDUCATIONAL, SCIENTIFIC, AND ATHLETIC PURPOSES. THE FOUNDATION ALSO ANNOUCED A CAPITAL CAMPAIGN TO CONSTRUCT AN ALUMNI WELCOME CONFERENCE CENTER ON THE UW-OSHKOSH CAMPUS. THEIR NEWLY FORMED UW-OSHKOSH FOUNDATION HOTEL PROJECT LLC FORMED A PARTNERSHIP THAT PURCHASED AND BEGAN MANAGING A HOTEL LOCATED IN DOWNTOWN OSHKOSH, WI. | Description |
| Total Program Service Expense | 3760291 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 1 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 1 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 45 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 18 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 18 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 1 | InvestmentInJointVenture |
| Written Policy Or Procedure | 1 | WrittenPolicyOrProcedure |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARTHUR RATHJEN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9204242178 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 842 ALGOMA BOULEVARD | AddressLine1 |
| City | OSHKOSH | City |
| State | WI | State |
| ZIP Code | 54901 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (19 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| ELIZABETH A WYMAN | ||||||
| IMMEDIATE PAST CHAIRMAN | 5.00 | X | 0 | 0 | 0 | |
| GREGORY J CLEVEN | ||||||
| FINANCE COMMITTEE CHAIR | 5.00 | X | 0 | 0 | 0 | |
| CRAIG C CULVER | ||||||
| MEMBERSHIP COMMITTEE CHAIR | 5.00 | X | 0 | 0 | 0 | |
| H GENE DRECKTRAH | ||||||
| OUTREACH COMMITTEE CHAIR | 5.00 | X | 0 | 0 | 0 | |
| JAMES J GRYZWA | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| NORBERT S HILL JR | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| KAROLA JUNGBACKER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ROBERT J KERRIGAN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| WILLIAM A RAATHS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| WALTER J SCOTT JR | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| WAYNE A TREMBLY | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ROBERT L KELLER | ||||||
| HONORARY MEMBERS | 0.50 | X | 0 | 0 | 0 | |
| RUTH DEYOUNG KOHLER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DAVID L GEURDEN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| KELLY D TIGHE | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| THOMAS R KELL | ||||||
| CHAIRMAN | 5.00 | 0 | 0 | 0 | X | |
| DAVID L OMACHINSKI | ||||||
| SECRETARY/TREASURER | 5.00 | 0 | 0 | 0 | X | |
| TIMOTHY C MULLOY | ||||||
| VICE CHAIRMAN | 5.00 | 0 | 0 | 0 | X | |
| ARTHUR H RATHJEN | ||||||
| PRESIDENT | 40.00 | 0 | 123453 | 54937 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 123453 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 54937 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| GMS INC | |||||
| 520 SOUTH PARK AVE | OSHKOSH | WI | 54902 | REPLACE HVAC UNITS | 120030 |
| SODEXO | |||||
| 9801 WASHINGTONIAN BOULEVARD | GAITHERSBURG | MD | 20878 | CATERING | 100879 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| All Other Contributions | 4346913 | AllOtherContributions |
| Noncash Contributions | 83853 | NoncashContributions |
| Total Contributions | 4346913 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 461426 | TotalRevenueColumn |
| Exclusion | $461,426 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3236605 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3371619 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -135014 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -135014 | TotalRevenueColumn |
| Exclusion | -$135,014 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS INCOME | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 78134 | TotalRevenueColumn |
| Related Or Exempt Function Income | 78134 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 78134 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4751459 | TotalRevenueColumn |
| Related Or Exempt Function Income | 78134 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $326,412 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2897612 | Total |
| Program Services | 2897612 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 360733 | Total |
| Program Services | 360733 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 146357 | Total |
| Program Services | 85304 | ProgramServices |
| Fundraising | 61053 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10977 | Total |
| Program Services | 10977 | ProgramServices |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 73056 | Total |
| Management And General | 73056 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 38535 | Total |
| Program Services | 16084 | ProgramServices |
| Management And General | 22451 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8920 | Total |
| Fundraising | 8920 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 123486 | Total |
| Program Services | 43331 | ProgramServices |
| Management And General | 12436 | ManagementAndGeneral |
| Fundraising | 67719 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 98547 | Total |
| Program Services | 62881 | ProgramServices |
| Management And General | 22772 | ManagementAndGeneral |
| Fundraising | 12894 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4638 | Total |
| Management And General | 4638 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 66972 | Total |
| Program Services | 41921 | ProgramServices |
| Management And General | 23838 | ManagementAndGeneral |
| Fundraising | 1213 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17202 | Total |
| Program Services | 7677 | ProgramServices |
| Management And General | 9525 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18811 | Total |
| Program Services | 18811 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4751 | Total |
| Program Services | 1125 | ProgramServices |
| Management And General | 3626 | ManagementAndGeneral |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| SPECIAL EVENTS | 245452 | 199465 | 43021 | 2966 |
| MISCELLANEOUS | 5978 | 14370 | -8392 | 0 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4122027 | Total |
| Program Services | 3760291 | ProgramServices |
| Management And General | 206971 | ManagementAndGeneral |
| Fundraising | 154765 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 313708 | BOY |
| EOY | 429732 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2781511 | BOY |
| EOY | 2035542 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 463254 | BOY |
| EOY | 2123481 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 1425105 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10055 | BOY |
| EOY | 10884 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 866598 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 61150 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 783242 | BOY |
| EOY | 805448 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17015230 | BOY |
| EOY | 15144712 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 500000 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21367000 | BOY |
| EOY | 22474904 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 109413 | BOY |
| EOY | 88417 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2077045 | BOY |
| EOY | 1598122 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 1000000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1049814 | BOY |
| EOY | 1388786 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3236272 | BOY |
| EOY | 4075325 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -111957 | BOY |
| EOY | 1176924 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6254697 | BOY |
| EOY | 4882928 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11987988 | BOY |
| EOY | 12339727 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18130728 | BOY |
| EOY | 18399579 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21367000 | BOY |
| EOY | 22474904 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 629432 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -360581 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Support Org170b1 Aiv | X | CollegeSupportOrg170b1Aiv |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7165314 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4234080 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2186769 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2211998 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4346912 | CurrentTaxYear |
| Total | 20145073 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7165314 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4234080 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2186769 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2211998 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4346912 | CurrentTaxYear |
| Total | 20145073 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 2062300 | AmountsSubstContributorsTotal |
| Public Support Total170 | 18082773 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 463361 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 428567 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 360491 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 352009 | CurrentTaxYearMinus1Year |
| Current Tax Year | 461425 | CurrentTaxYear |
| Total | 2065853 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 22210926 | TotalSupport |
| Gross Receipts From Admissions Etc | 534499 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.81410 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.80160 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 13224023 | BeginningOfYearBalance |
| Contributions | 482817 | Contributions |
| Investment Earnings Or Losses | -61217 | InvestmentEarningsOrLosses |
| Other Expenditures | 530448 | OtherExpenditures |
| End Of Year Balance | 13115175 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 10946897 | BeginningOfYearBalance |
| Contributions | 560014 | Contributions |
| Investment Earnings Or Losses | 2270484 | InvestmentEarningsOrLosses |
| Other Expenditures | 553372 | OtherExpenditures |
| End Of Year Balance | 13224023 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 9793416 | BeginningOfYearBalance |
| Contributions | 419471 | Contributions |
| Investment Earnings Or Losses | 1046620 | InvestmentEarningsOrLosses |
| Other Expenditures | 312610 | OtherExpenditures |
| End Of Year Balance | 10946897 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 11778414 | BeginningOfYearBalance |
| Contributions | 740979 | Contributions |
| Investment Earnings Or Losses | -2425305 | InvestmentEarningsOrLosses |
| Other Expenditures | 300672 | OtherExpenditures |
| End Of Year Balance | 9793416 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.00000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.93000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.07000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 653800 | OtherCostOrOtherBasis |
| Book Value | 653800 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 100000 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 50769 | OtherCostOrOtherBasis |
| Book Value | 150769 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 62029 | OtherCostOrOtherBasis |
| Depreciation | 61150 | Depreciation |
| Book Value | 879 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 805448 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DUE TO UNIVERSITY | $750,000 |
| FUNDS HELD FOR OTHERS | $638,786 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1388786 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE ENDOWMENT FUNDS ARE INTENDED TO BE USED FOR SCHOLARSHIPS AND AWARDS, ATHLETICS, ALUMNI ACTIVITIES, PROFESSORSHIPS, AND UNIVERSITY PROGRAMS. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | AS A NONPROFIT ORGANIZATION, THE FOUNDATION IS EXEMPT FROM INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). THE TAX-EXEMPT STATUS IS BASED UPON THE STATED PURPOSE OF THE OPERATIONS AND SUPPORTING EVIDENCE PRESENTED TO THE INTERNAL REVENUE SERVICE WITH THE APPLICATION FOR TAX-EXEMPT STATUS. SUCH STATUS IS SUBJECT TO RE-EVALUATION SHOULD THERE BE CHANGES IN OPERATION, CHARACTER, OR PURPOSE OF THE FOUNDATION. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (6 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Method Of ValuationMethodOfValuation | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|---|
| UNIVERSITY OF WISCONSIN - OSHKOSH | ||||||||
| 800 ALGOMA BLVD | OSHKOSH | WI | 54901 | 391805963 | 501(C)(3) | 190000 | BOOK | PROVIDE SCHOLARSHIPS FOR EDUCATION OPPROTUNITIES TO UW OSHKOSH STUDENTS. |
| UNIVERSITY OF WISCONSIN - OSHKOSH | ||||||||
| 800 ALGOMA BLVD | OSHKOSH | WI | 54901 | 391805963 | 501(C)(3) | 271212 | BOOK | RENOVATIONS FOR AND OPERATIONS OF THE OSHKOSH SPORTS COMPLEX. |
| UNIVERSITY OF WISCONSIN - OSHKOSH | ||||||||
| 800 ALGOMA BLVD | OSHKOSH | WI | 54901 | 391805963 | 501(C)(3) | 229550 | BOOK | TO BUILD A UW-OSHKOSH ALUMNI WELCOME AND CONFERENCE CENTER. |
| UNIVERSITY OF WISCONSIN - OSHKOSH | ||||||||
| 800 ALGOMA BLVD | OSHKOSH | WI | 54901 | 391805963 | 501(C)(3) | 2140578 | BOOK | TO CONTRIBUTE % REQUIRED BY WI BOARD OF REGEANTS TO BUILD A NEW ACADEMIC BUILDING. |
| UNIVERSITY OF WISCONSIN - OSHKOSH | ||||||||
| 800 ALGOMA BLVD | OSHKOSH | WI | 54901 | 391805963 | 501(C)(3) | 39002 | BOOK | TO PROVIDE AWARDS AND RECOGNITIONS TO DESERVING UW-OSHKOSH STUDENTS AND ALUMNI. |
| UNIVERSITY OF WISCONSIN - OSHKOSH | ||||||||
| 800 ALGOMA BLVD | OSHKOSH | WI | 54901 | 391805963 | 501(C)(3) | 6380 | BOOK | SUPPORT THE ACTIVITIES OF VARIOUS UW-OSHKOSH FACULTY AND STUDENT ORGANIZATIONS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Method Of ValuationMethodOfValuation |
|---|---|---|---|
| SCHOLARSHIPS FOR UNIVERSITY OF WISCONSIN OSHKOSH STUDENTS | 287 | 360108 | BOOK |
| DONATIONS IN MEMORIUM OF UW-OSHKOSH STUDENTS AND MDA SPONSORSHIP | 4 | 625 | BOOK |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: THE FOLLOWING STEPS ARE TAKEN BY THE FOUNDATION TO INSURE THAT INDIVIDUALS OR ORGANIZATIONS RECEIVING GRANTS BOTH QUALIFY TO RECEIVE GRANT MONIES AND ARE IN THE FURTHERANCE OF CHARITABLE PROGRAMS: SELECTION COMMITTEES ARE FORMED TO REVIEW THE GRANTING PROCESS. SELECTION COMMITTEES REVIEW GRANT CANDIDATE'S APPLICABLE EDUCATIONAL OR DEMOGRAPHIC BACKGROUND FOR COMPLIANCE TO RESTRICTED FUND EXPENDITURE CRITERIA ESTABLISHED FOR THE PARTICULAR SCHOLARSHIP TO BE GRANTED. ONLY STUDENTS WHO MEET SUCH STRICT CRITERIA MAY RECEIVE GRANTS. ALL GRANT MONIES RELEASED ARE IN THE FORM OF CHECKS, WHICH ARE OFTEN MADE PAYABLE TO THE UNIVERSITY OF WISCONSIN OSHKOSH REGISTRAR AND APPLIED TOWARDS TUITION COSTS. ANY UNCLAIMED GRANTS ARE RETURNED TO THE FOUNDATION. THIS ENSURES THAT ONLY REGISTERED STUDENTS OF THE UNIVERSITY HAVE ACCESS TO THE FINANCIAL ASSISTANCE PROVIDED BY THE FOUNDATION. THE FOUNDATION'S STATED PURPOSE IS TO RELEASE FUNDS FOR THE ADVANCEMENT OF EDUCATIONAL, SCIENTIFIC, AND ATHLETIC PURPOSES. BY THIS DEFINITION, ANY PAYMENT TO A UNIVERSITY OF WISCONSIN OSHKOSH STUDENT AUTOMATICALLY QUALIFIES AS A FURTHERANCE OF THE CHARITABLE PROGRAM OF THE FOUNDATION. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | ARTHUR H RATHJEN | NamePerson |
| Base Compensation Filing Org | 0 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 123453 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 0 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 54937 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 0 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 178390 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SUPPLEMENTAL INFORMATION | Identifier |
| Return Reference | PART III | ReturnReference |
| Explanation | SCHEDULE J PART I, QUESTION 3 THE UW-OSHKOSH FOUNDATION RELIED ON UW-OSHKOSH (THE RELATED ORGANIZATION PROVIDING COMPENSATION) IN DETERMINING THE AMOUNT OF COMPENSATION FOR THEIR PRESIDENT. THE STATE OF WISCONSIN DEPARTMENT OF EMPLOYMENT RELATIONS SETS A RANGE THAT THE EMPLOYEE MAY BE PAID CORRESPONDING TO THEIR JOB DESCRIPTION. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (2 entries)
| Issuer EINIssuerEIN | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|
| CITY OF OSHKOSH | ||||||
| 396005563 | 2008-05-28 | 3300000 | THE RENOVATION AND CONSTRUCTION OF THE OSHKOSH SPORTS COMPLEX | 0 | 0 | 0 |
| CITY OF OSHKOSH | ||||||
| 396005563 | 2010-10-12 | 3700000 | CONSTRUCTION OF BIODIGESTER - UW-OSHKOSH FOUNDATION - WITZEL LLC PROJECT | 0 | 0 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)
| Amount RetiredAmountRetired | Total ProceedsTotalProceeds | Capital ExpendituresCapitalExpenditures | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|
| 1701878 | 3300000 | 3300000 | 2009 | 0 | 0 | 1 | 1 |
| 1000000 | 3700000 | 3700000 | 2011 | 0 | 0 | 1 | 1 |
Form990 Schedule K Part III Form990ScheduleKPartIII (2 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Total Private Business UseTotalPrivateBusinessUse |
|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0 | 1 | ||
| 1 | 0 | 0 | 0 | 1 | 1.00000 | 1.00000 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|
| 0 | 0 | 0 | 0 | 0 | 0 |
| 0 | 0 | 0 | 0 | 0 | 0 |
Form990 Schedule K Part VI Form990ScheduleKPartVI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE K, PART III | Identifier |
| Explanation | THE BOND PROCEEDS FOR THE 2010 BOND ISSUANCE WERE USED TO CONSTRUCT A BIODIGESTER. THE BIODIGESTER PROJECT IS PART OF UW-OSHKOSH FOUNDATION - WITZEL LLC. THE UW-OSHKOSH FOUNDATION IS THE 100% OWNER OF THIS LLC. UW-OSHKOSH FOUNDATION-WITZEL LLC WAS A DISREGARDED ENTITY FOR TAX PURPOSES UNTIL 12/01/2010. ON 12/01/2010 THE ENTITY MADE THE ELECTION TO BE TAXED AS A C CORPORATION. DUE TO THIS ELECTION, THE BIODIGESTER PROJECT, AND IT'S ASSOCIATED ASSETS AND LIABILITIES, IS REPORTED ON THE FORM 1120 OF UW-OSHKOSH FOUNDATION - WITZEL LLC AS OF 12/01/2010. | Explanation |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 58179 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenues |
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 790 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | COST | MethodOfDeterminingRevenues |
Clothing And Household Goods ClothingAndHouseholdGoods
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 3716 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | REPLACEMENT COST | MethodOfDeterminingRevenues |
Collectibles Collectibles
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 350 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | COST | MethodOfDeterminingRevenues |
Food Inventory FoodInventory
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 6 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 335 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | COST | MethodOfDeterminingRevenues |
Scientific Specimens ScientificSpecimens
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 2950 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | COST | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (4 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | TICKETS & GIFT CERTIFICATES | 10 | 1483 | COST |
| X | IRON | 2 | 550 | COST |
| X | LIGHTING & VIDEO EQUIPMENT | 2 | 15000 | COST |
| X | STAINED GLASS | 1 | 500 | COST |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| NEW PROGRAM SERVICES | FORM 990, PART III, LINE 2 | THE UW-OSHKOSH FOUNDATION CREATED A NEW DISREGARDED ENTITY, UW-OSHKOSH FOUNDATION HOTEL PROJECT LLC, TO HOLD THEIR INTEREST IN A NEW PARTNERSHIP THAT WAS CREATED TO PURCHASE AND MANAGE A HOTEL IN DOWNTOWN OSHKOSH, WI. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE 990 IS REVIEWED BY THE BOARD OF DIRECTORS WHEN THEY REVEIW THE AUDITED FINANCIAL STATEMENTS AT THEIR ANNUAL MEETING IN THE FALL. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE DIRECTORS OF THE BOARD ARE REQUIRED TO SIGN THE CONFLICT OF INTEREST POLICY ANNUALLY. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE STATE OF WISCONSIN DEPARTMENT OF EMPLOYMENT RELATIONS SETS A RANGE THAT THE EMPLOYEE MAY BE PAID CORRESPONDING TO JOB DESCRIPTION. | |
| FORM 990, PART VI, SECTION C, LINE 19 | DOCUMENTS, INCLUDING GOVERNING, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS, ARE AVAILABLE TO THE PUBLIC UPON REQUEST. | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -360,581. |
| FORM 990, PART XII, LINE 2 | THE BOARD MEMBERS CHOOSE THE INDEPENDENT ACCOUNTANT WHO WILL COMPLETE THE AUDIT. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Total IncomeTotalIncome | EOY AssetsEOYAssets | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|
| UW-OSHKOSH FOUNDATION NORTH APPLETON HEAD START LLC | |||||||||
| 842 ALGOMA BLVD | OSHKOSH | WI | 54901 | 271987284 | ACQUIRE, OWN, MANAGE, LEASE, DEVELOP REAL ESTATE FOR HEAD START LOCATION | WI | 0 | 120 | UNIVERSITY OF WISCONSIN OSHKOSH FOUNDATION |
| UW-OSHKOSH FOUNDATION ALUMNI WELCOME CONFERENCE CENTER LLC | |||||||||
| 842 ALGOMA BLVD | OSHKOSH | WI | 54901 | 273891817 | ACQUIRE, OWN, MANAGE, LEASE, DEVELOP REAL ESTATE FOR A WELCOME CENTER | WI | 0 | 793231 | UNIVERSITY OF WISCONSIN OSHKOSH FOUNDATION |
| UW-OSHKOSH FOUNDATION HOTEL PROJECT LLC | |||||||||
| 842 ALGOMA BLVD | OSHKOSH | WI | 54901 | 454483188 | OWN AND OPERATE PARTNERSHIP INTEREST IN A HOTEL IN OSHKOSH, WI | WI | 0 | 909046 | UNIVERSITY OF WISCONSIN OSHKOSH FOUNDATION |
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF WISCONSIN OSHKOSH | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 ALGOMA BLVD | AddressLine1 |
| City | OSHKOSH | City |
| State | WI | State |
| ZIP Code | 54901 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391805963 | EIN |
| Primary Activities | PUBLIC UNIVERSITY | PrimaryActivities |
| Legal Domicile State | WI | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | LINE 2 | PublicCharityStatus |
| Controlled Org | 0 | ControlledOrg |
Form990 Schedule R Part IV Form990ScheduleRPartIV (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Type Of EntityTypeOfEntity | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership |
|---|---|---|---|---|---|---|---|---|---|---|
| UW OSHKOSH FOUNDATION - WITZEL LLC | ||||||||||
| 842 ALGOMA BLVD | OSHKOSH | WI | 54901 | 270899659 | CONSTRUCT AND OPERATE A BIODIGESTER FACILITY IN OSHKOSH, WI | WI | C | 458796 | 3877811 | 1.00000 |
| UW-OSHKOSH FOUNDATION ROSENDALE BIODIGESTER LLC | ||||||||||
| 842 ALGOMA BLVD | OSHKOSH | WI | 54901 | 453339366 | OWN AND OPERATE A BIODIGESTER FACILITY AND EDUCATION CENTER IN ROSENDALE, WI | WI | C | 818591 | 1.00000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 1 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 1 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (6 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| UNIVERSITY OF WISCONSIN - OSHKOSH | ||
| E | 750000 | ACTUAL BALANCE |
| UW-OSHKOSH FOUNDATION ROSENDALE BIODIGESTER LLC | ||
| D | 812847 | ACTUAL BALANCE |
| UW-OSHKOSH FOUNDATION - WITZEL LLC | ||
| D | 1310633 | ACTUAL BALANCE |
| UNIVERSITY OF WISCONSIN - OSHKOSH | ||
| B | 2876722 | ACTUAL EXPENSE |
| UNIVERSITY OF WISCONSIN - OSHKOSH | ||
| N | 478253 | ACTUAL EXPENSE |
| UNIVERSITY OF WISCONSIN - OSHKOSH | ||
| C | 1513598 | ACTUAL REVENUE |