UW-WHITEWATER FOUNDATION INC: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- UW-WHITEWATER FOUNDATION INC (EIN 39-6081189)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-03-14
- IRS object ID
- 201100739349300420
- Schema version
- 2009v1.7
- 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 G
- Schedule I
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-03-14T17:21:00-05:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Clifton Gunderson LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8215 Greenway Boulevard Suite 600 | AddressLine1 |
| City | Middleton | City |
| State | WI | State |
| ZIP Code | 53562 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 396081189 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UW-WHITEWATER FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UW-W | NameControl |
| Phone | 2624721105 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 WEST MAIN STREET | AddressLine1 |
| City | WHITEWATER | City |
| State | WI | State |
| ZIP Code | 531901790 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Jonathan C Enslin | Name |
| Title | president | Title |
| Phone | 2624721105 | Phone |
| Date Signed | 2011-03-11 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Kimberly Anderson CPA | Name |
| Phone | 6086628600 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Jonathan C Enslin | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 WEST MAIN STREET | AddressLine1 |
| City | WHITEWATER | City |
| State | WI | State |
| ZIP Code | 531901790 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 14487240 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.UWW.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1962 | YearFormation |
| State Legal Domicile | WI | StateLegalDomicile |
| Activity Or Mission Description | THE FOUNDATION IS DEDICATED TO PROVIDING FUND DEVELOPMENT, PROGRAM ADMINISTRATION, ACCOUNT MANAGEMENT, AND CONSULTATION ON CHARITABLE GIVING IN ORDER TO PROVIDE FUNDS TO THE UNIVERSITY OF WISCONSIN-WHITEWATER, WHICH WOULD NOT OTHERWISE BE AVAILABLE FROM PUBLIC SOURCES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 38 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 38 | NbrIndependentVotingMembers |
| Total Nbr Employees | 73 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 2608430 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 3703919 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 588716 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 644826 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 31815 | InvestmentIncomePriorYear |
| Investment Income Current Year | 115719 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 109073 | OtherRevenuePriorYear |
| Other Revenue Current Year | 96655 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 3338034 | TotalRevenuePriorYear |
| Total Revenue Current Year | 4561119 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 3717819 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1247643 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 405901 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 388947 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 276448 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2830554 | OtherExpensePriorYear |
| Other Expenses Current Year | 1855814 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 6954274 | TotalExpensesPriorYear |
| Total Expenses Current Year | 3492404 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -3616240 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1068715 | RevenuesLessExpensesCY |
| Total Assets BOY | 15197021 | TotalAssetsBOY |
| Total Assets EOY | 17073197 | TotalAssetsEOY |
| Total Liabilities BOY | 1718702 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1181013 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 13478319 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 15892184 | NetAssetsOrFundBalancesEOY |
| Mission Description | The Foundation is dedicated to providing fund development, program administration, account management, and consultation on charitable giving in order to provide funds to the University of Wisconsin-Whitewater, which would not otherwise be available from public sources. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 445939 | Expense |
| Grants | 445939 | Grants |
| Description | SPECIAL PURPOSE - THE FOUNDATION COLLECTS AND DISBURSES FUNDS FOR SPECIAL PURPOSES, INCLUDING A CAPITAL CAMPAIGN FOR A NEW FIELDHOUSE FOR THE UNIVERSITY. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1085724 | Expense |
| Grants | 801704 | Grants |
| Description | STUDENT AND FACULTY DEVELOPMENT - THE FOUNDATION PROVIDES FINANCIAL AID TO STUDENTS AND AWARDS FOR SERVICE TO THE FACULTY. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 898133 | Expense |
| Description | ATHLETIC - THE FOUNDATION PROVIDES SUPPORT FOR VARIOUS ASPECTS OF THE ATHLETIC PROGAMS. | Description |
Activity Other ActivityOther (2 entries)
| ExpenseExpense | RevenueRevenue | DescriptionDescription |
|---|---|---|
| 45210 | 677927 | ALUMNI - THE FOUNDATION CONDUCTS ACTIVITIES AND PROVIDES PUBLICATIONS TO ALUMNI. |
| DISBURSEMENTS FOR THE BENEFIT OF UW-WHITEWATER |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 45210 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 677927 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 2475006 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | 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 | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| 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 | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 46 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 73 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| 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 | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Nbr Voting Governing Body Members | 38 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 38 | 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 | 0 | 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 | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAREN BAVA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2624725760 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 W MAIN STREET | AddressLine1 |
| City | WHITEWATER | City |
| State | WI | State |
| ZIP Code | 53190 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (38 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| Dan L Andersen | ||||||
| director | 1.00 | X | 0 | 0 | 0 | |
| Kurt E Andrae | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| raymond anilionis | ||||||
| director | 1.00 | X | 0 | 0 | 0 | |
| ruth brostowitz | ||||||
| director | 1.00 | X | 0 | 0 | 0 | |
| andrew burish | ||||||
| director | 1.00 | X | 0 | 0 | 0 | |
| james K caldwell | ||||||
| director | 1.00 | X | 0 | 0 | 0 | |
| michael j cesario | ||||||
| director | 1.00 | X | 0 | 0 | 0 | |
| patty j duffey | ||||||
| director | 1.00 | X | 0 | 0 | 0 | |
| robert f eastman | ||||||
| director | 1.00 | X | 0 | 0 | 0 | |
| kermit l ellefson | ||||||
| director | 1.00 | X | 0 | 0 | 0 | |
| W CRAIG ESRAEL | ||||||
| DIREctor | 1.00 | X | 0 | 0 | 0 | |
| Robert fiskum | ||||||
| director | 1.00 | X | 0 | 0 | 0 | |
| jude fogarty | ||||||
| director | 1.00 | X | 0 | 0 | 0 | |
| roger ganser | ||||||
| director | 1.00 | X | 0 | 0 | 0 | |
| h gaylon greenhill | ||||||
| director | 1.00 | X | 0 | 0 | 0 | |
| ARLIS GREILING | ||||||
| DIREctor | 1.00 | X | 0 | 0 | 0 | |
| geoffrey hale | ||||||
| director | 1.00 | X | 0 | 0 | 0 | |
| donald r hughes | ||||||
| director | 1.00 | X | 0 | 0 | 0 | |
| jon d kachel | ||||||
| director | 1.00 | X | 0 | 0 | 0 | |
| ann l kamasky | ||||||
| director | 1.00 | X | 0 | 0 | 0 | |
| robert kamphuis | ||||||
| director | 1.00 | X | 0 | 0 | 0 | |
| anne klisurich | ||||||
| director | 1.00 | X | 0 | 0 | 0 | |
| JOHN MADISON | ||||||
| DIRector | 1.00 | X | 0 | 0 | 0 | |
| alice morava | ||||||
| director | 1.00 | X | 0 | 0 | 0 | |
| robert w muren | ||||||
| director | 1.00 | X | 0 | 0 | 0 | |
| alexander orsolini | ||||||
| director | 1.00 | X | 0 | 0 | 0 | |
| rita rabas | ||||||
| director | 1.00 | X | 0 | 0 | 0 | |
| joanne robis | ||||||
| director | 1.00 | X | 0 | 0 | 0 | |
| melvin l rutlin | ||||||
| director | 1.00 | X | 0 | 0 | 0 | |
| MARY SEVERSON | ||||||
| DIRector | 1.00 | X | 0 | 0 | 0 | |
| guy shilts | ||||||
| director | 1.00 | X | 0 | 0 | 0 | |
| rod sonnenburg | ||||||
| director | 1.00 | X | 0 | 0 | 0 | |
| scott a wrobbel | ||||||
| director | 1.00 | X | 0 | 0 | 0 | |
| ROBERT GRUBER | ||||||
| faculty representative | 1.00 | X | 0 | 0 | 0 | |
| TIM SCULLY | ||||||
| student representative | 1.00 | X | 0 | 0 | 0 | |
| dennis e torkko | ||||||
| director emeritus | 1.00 | X | 0 | 0 | 0 | |
| richard telfer | ||||||
| ex-officio member | 1.00 | 0 | 0 | 0 | X | |
| jonathan c enslin | ||||||
| ex-officio member | 40.00 | 0 | 0 | 16172 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 16172 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 49301 | FundraisingEvents |
| All Other Contributions | 3654618 | AllOtherContributions |
| Noncash Contributions | 1436360 | NoncashContributions |
| Total Contributions | 3703919 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Memberships, dinners, | Description |
| Business Code | 611600 | BusinessCode |
| Total Revenue Column | 644826 | TotalRevenueColumn |
| Related Or Exempt Function Income | 644826 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 644826 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 233085 | TotalRevenueColumn |
| Exclusion | $233,085 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 9762585 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 9879951 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -117366 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -117366 | TotalRevenueColumn |
| Exclusion | -$117,366 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 109724 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 49301 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 46170 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 63554 | TotalRevenueColumn |
| Exclusion | $63,554 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Miscellaneous Income | 900099 | 23618 | 23618 |
| Life Insurance Cash Va | 900099 | 9483 | 9483 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 33101 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4561119 | TotalRevenueColumn |
| Related Or Exempt Function Income | 677927 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $179,273 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 445939 | Total |
| Program Services | 445939 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 801704 | Total |
| Program Services | 801704 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 282122 | Total |
| Management And General | 195914 | ManagementAndGeneral |
| Fundraising | 86208 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 106825 | Total |
| Management And General | 88022 | ManagementAndGeneral |
| Fundraising | 18803 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20685 | Total |
| Management And General | 20685 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 57085 | Total |
| Management And General | 57085 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17853 | Total |
| Fundraising | 17853 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15631 | Total |
| Fundraising | 15631 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29223 | Total |
| Management And General | 5352 | ManagementAndGeneral |
| Fundraising | 23871 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31026 | Total |
| Management And General | 31026 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2040 | Total |
| Management And General | 2040 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 76958 | Total |
| Management And General | 533 | ManagementAndGeneral |
| Fundraising | 76425 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4074 | Total |
| Management And General | 2374 | ManagementAndGeneral |
| Fundraising | 1700 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3973 | Total |
| Management And General | 3973 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Athletics | 898133 | 898133 | ||
| Uncollectible Pledges | 321516 | 321516 | ||
| Student and Faculty Dev | 297272 | 288020 | 9252 | |
| Alumni | 41210 | 41210 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 39135 | Total |
| Management And General | 12430 | ManagementAndGeneral |
| Fundraising | 26705 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3492404 | Total |
| Program Services | 2475006 | ProgramServices |
| Management And General | 740950 | ManagementAndGeneral |
| Fundraising | 276448 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 554153 | BOY |
| EOY | 585882 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 509188 | BOY |
| EOY | 111123 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3655873 | BOY |
| EOY | 3283444 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32998 | BOY |
| EOY | 1610 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 44305 | BOY |
| EOY | 31445 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1426000 | LandBuildingsEquipmentBasis |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 370000 | BOY |
| EOY | 1426000 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9228672 | BOY |
| EOY | 10822410 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 801832 | BOY |
| EOY | 811283 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15197021 | BOY |
| EOY | 17073197 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 676617 | BOY |
| EOY | 440636 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 42085 | BOY |
| EOY | 40377 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1000000 | BOY |
| EOY | 700000 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1718702 | BOY |
| EOY | 1181013 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -5280903 | BOY |
| EOY | -4065159 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6331520 | BOY |
| EOY | 6926503 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12427702 | BOY |
| EOY | 13030840 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13478319 | BOY |
| EOY | 15892184 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15197021 | BOY |
| EOY | 17073197 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 0 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| 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 | 4296272 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3268791 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4105624 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2531201 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3654618 | CurrentTaxYear |
| Total | 17856506 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4296272 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3268791 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4105624 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2531201 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3654618 | CurrentTaxYear |
| Total | 17856506 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 2254013 | AmountsSubstContributorsTotal |
| Public Support Total170 | 15602493 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 311414 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 508886 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 473747 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 639955 | CurrentTaxYearMinus1Year |
| Current Tax Year | 233085 | CurrentTaxYear |
| Total | 2167087 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 586212 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 714437 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 843224 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 842175 | CurrentTaxYearMinus1Year |
| Current Tax Year | 811125 | CurrentTaxYear |
| Total | 3797173 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 23820766 | TotalSupport |
| Public Support Pertcentage170 | 0.65500 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.60650 | 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
Held Works Of Art Amts HeldWorksOfArtAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | 60000 | RevenuesIncluded |
| Assets In Part X | 68658 | AssetsInPartX |
Collection Used For Other CollectionUsedForOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used For Other Purposes | X | CollectionUsedForOtherPurposes |
| Description Of Other Purposes | Held for future financial gain | DescriptionOfOtherPurposes |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicited Assets For Sale | 1 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 12427702 | BeginningOfYearBalance |
| Contributions | 862016 | Contributions |
| Investment Earnings Or Losses | 6457 | InvestmentEarningsOrLosses |
| Other Expenditures | 265335 | OtherExpenditures |
| End Of Year Balance | 13030840 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 11739378 | BeginningOfYearBalance |
| Contributions | 700339 | Contributions |
| Investment Earnings Or Losses | -9144 | InvestmentEarningsOrLosses |
| Other Expenditures | 2871 | OtherExpenditures |
| End Of Year Balance | 12427702 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 1426000 | InvestmentCostOrOtherBasis |
| Book Value | 1426000 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1426000 | TotalOfBookValueLandBuildings |
| Total Revenue | 4561119 | TotalRevenue |
| Total Expenses | 3492404 | TotalExpenses |
| Excess Or Deficit For Year | 1068715 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 1345150 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 1345150 | TotalAdjustments |
| Excess Or Deficit Per FS | 2413865 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 5926612 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 1345150 | NetUnrealizedGainsInvestments |
| Other Revenues | 20343 | OtherRevenues |
| Revenue Not Rptd F990 | 1365493 | RevenueNotRptdF990 |
| Revenue Subtotal | 4561119 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 4561119 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 3512747 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 20343 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 20343 | ExpensesNotRptdF990 |
| Expenses Subtotal | 3492404 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 3492404 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| Part III, Line 4: | The collections are held for future financial gain to provide funds to the Foundation to further it's exempt purpose. | |
| Part V, Line 4: | The UW-Whitewater Foundation's endowments consist of 380 donor-restricted endowment funds established to support a variety of scholarships and programs at the University of Wisconsin-Whitewater. | Description of Intended Use of Endowment Funds: |
| Part X: | Effective July 1, 2009, the Foundation adopted a new accounting standard "Accounting for Uncertainty in Income Taxes", which creates a single model to address accounting for uncertainty in tax positions. It clarifies the accounting for income taxes by prescribing a minimum recognition threshold a tax position is required to meet before being recognized in the financial statements. It also provides guidance on derecognition, measurement, classification, interest and penalties, disclosure and transition. Management has determined that the Foundation has no material uncertain tax positions that would require recognition. | Description of Uncertain Tax Positions Under FIN 48: |
| Part XII, Line 2d - Other Adjustments: | direct fundraising expenses | |
| Part XIII, Line 2d - Other Adjustments: | direct fundraising expenses |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | King Chavezs Scholars Golf Outing | NameOfEvent1 |
| Gross Receipts Event1 | 31443 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 22380 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 9063 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 10415 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Athletic Auction | NameOfEvent2 |
| Gross Receipts Event2 | 75195 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 75195 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 5147 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 4 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 52387 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 26921 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 25466 | GrossRevenueOtherEvents |
| Other Direct Expenses Other Events | 30608 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 159025 | GrossReceiptsTotal |
| Charitable Contributions Total | 49301 | CharitableContributionsTotal |
| Gross Revenue Total Events | 109724 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 46170 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 46170 | DirectExpenseSummaryEvents |
| Net Income Summary | 63554 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 0 | RecordsMaintained |
Recipient Table RecipientTable (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance |
|---|---|---|---|---|---|---|---|---|---|---|
| Uw-whitewater universtiy | ||||||||||
| 800 w Main street | Whitewater | WI | 53190 | 391805963 | 501(c)(3) | 353377 | New Construction | |||
| Uw-whitewater universtiy | ||||||||||
| 800 w Main street | whitewater | WI | 53190 | 391805963 | 501(c)(3) | General support and fundraising events. | 92562 | Fair market value | art - works of art, household goods, charitable auction donations | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 2 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| Scholarships for studends attending the University of Wisconsin-Whitewater | 847 | 786359 |
| awards for students attending the University of wisconsin-whitewater | 18 | 15345 |
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 foundation does not monitor the use of grant funds. However, the grants are distributed first to the University who then in turn distributes the funds and the University also monitors the use of such grants. | 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 | 60000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Qualified Appraisal | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 11 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 287798 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Fair market Value | MethodOfDeterminingRevenues |
Real Estate Residential RealEstateResidential
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1056000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | QUALIFIED APPRAISAL | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | Charitable Auction Donations | Description |
| Number Of Contributions | 25 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 32562 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | fair market value | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 10 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (3 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Form 990, Part VI, Section B, line 11 | The 990 will be reviewed by Karen Bava and Jon Enslin prior to the return being filed. |
| Form 990, Part VI, Section B, line 12c | The conflict of interest reports will be reviewed by the Budget and Audit Committee and may be referred to the Board of Directors for further action. |
| Form 990, Part VI, Section C, line 19 | The organization makes it forms available for public inspection on its website. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Warhawk Real Estate Foundation LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 W Main Street | AddressLine1 |
| City | Whitewater | City |
| State | WI | State |
| ZIP Code | 53190 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 273441799 | EIN |
| Primary Activities | Real estate investment and development | PrimaryActivities |
| Legal Domicile State | WI | LegalDomicileState |
| Total Income | 0 | TotalIncome |
| EOY Assets | 0 | EOYAssets |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UW-Whitewater Foundation | BusinessNameLine1 |