UNIVERSITY OF WISCONSIN RIVER FALLS FOUNDATION: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF WISCONSIN RIVER FALLS FOUNDATION (EIN 39-6064630)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2011-11-15
- IRS object ID
- 201113199349306556
- Schema version
- 2010v3.4
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-11-15T13:37:29-06:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAUMAN ASSOCIATES LTD | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 N MAIN ST | AddressLine1 |
| City | RIVER FALLS | City |
| State | WI | State |
| ZIP Code | 54022 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 396064630 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | University of Wisconsin - River Falls Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIV | NameControl |
| Phone | 7154253505 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 410 South Third Street | AddressLine1 |
| City | River Falls | City |
| State | WI | State |
| ZIP Code | 54022 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CHRISTOPHER MUELLER | Name |
| Title | President | Title |
| Phone | 7154253505 | Phone |
| Date Signed | 2011-11-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Larry A Cicchese | Name |
| Phone | 7154256179 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Christopher Mueller | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 410 South Third St | AddressLine1 |
| City | River Falls | City |
| State | WI | State |
| ZIP Code | 54022 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 23794194 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.uwrf.edu/alumni | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1948 | YearFormation |
| State Legal Domicile | WI | StateLegalDomicile |
| Activity Or Mission Description | To benefit the University of Wisconsin - River Falls | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 17 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 14 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 80 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1946915 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 3471423 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 373976 | InvestmentIncomePriorYear |
| Investment Income Current Year | 367279 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 369811 | OtherRevenuePriorYear |
| Other Revenue Current Year | 458449 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 2690702 | TotalRevenuePriorYear |
| Total Revenue Current Year | 4297151 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1523874 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 2685491 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 377913 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 478491 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 471011 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 517153 | OtherExpensePriorYear |
| Other Expenses Current Year | 609801 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 2418940 | TotalExpensesPriorYear |
| Total Expenses Current Year | 3773783 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 271762 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 523368 | RevenuesLessExpensesCY |
| Total Assets BOY | 14377710 | TotalAssetsBOY |
| Total Assets EOY | 16824960 | TotalAssetsEOY |
| Total Liabilities BOY | 226723 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 231227 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 14150987 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 16593733 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | To benefit the University of Wisconsin - River Falls | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 588116 | Expense |
| Grants | 517417 | Grants |
| Revenue | 347566 | Revenue |
| Description | Scholarships and awards - Scholarships are paid to students enrolled at the University of Wisconsin - River Falls. Donees are selected on the basis of scholastic merit, leadership etc. by the scholarship committee of the Foundation. Individual donors of scholarships may not specify individual donees of funds. 535 scholarships were given this year. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1768041 | Expense |
| Grants | 1560300 | Grants |
| Description | Animals Accepted for the University - Accepted and Provided 9 horses. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 645306 | Expense |
| Grants | 562232 | Grants |
| Revenue | 110507 | Revenue |
| Description | Special Projects - University related activities. Disbursements of this type are for payments to enhance and support the activities of the University of Wisconsin - River Falls. 141 projects were funded this year. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 50969 | Expense |
| Grants | 45542 | Grants |
| Description | 1. Academic & Administrative Grants2. Office of Chancellor Grant3. System President Grant4. Alumni Program5. Falcon Feature | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 50969 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 45542 | TotalOfOtherProgramServiceGrnt |
| Total Program Service Expense | 3052432 | 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 | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| 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 | 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 | 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 | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | 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 | 5 | 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 | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 17 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 14 | 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 | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| 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 | Christopher Mueller | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7154253505 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 410 S Third St | AddressLine1 |
| City | River Falls | City |
| State | WI | State |
| ZIP Code | 54022 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (18 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| Bob Casey | ||||||
| Treasurer | 1.00 | X | X | 0 | 0 | 0 |
| Derek Cherne | ||||||
| Vice-Chair | 1.00 | X | X | 0 | 0 | 0 |
| Kathy DeLonais | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| Barbara Butler | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| Mark Gherty | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| Steve Healy | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| Bob Kotecki | ||||||
| Chair | 1.00 | X | X | 0 | 0 | 0 |
| Jim Musel | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| Walter Perkins | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| Laura Carlson Peterson | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| Jeffery Rueber | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| Bill York | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| Bill Boehm | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| Trudy Popenhagen | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| Dean Van Galen | ||||||
| Chancellor Ex-Officio | 1.00 | X | 0 | 0 | 0 | |
| Wes Chapin | ||||||
| Faculty Senate Chair Ex- Officio | 1.00 | X | 0 | 0 | 0 | |
| Danielle Hammer | ||||||
| Chancellor's Student Ambassador Presidednt Ex-Offc | 1.00 | X | 0 | 0 | 0 | |
| Daniel McGinty | ||||||
| Interim President | 10.00 | X | 81908 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 81908 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 1 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 3471423 | AllOtherContributions |
| Noncash Contributions | 1565300 | NoncashContributions |
| Total Contributions | 3471423 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 363101 | TotalRevenueColumn |
| Exclusion | $363,101 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 19501221 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 19497043 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4178 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4178 | TotalRevenueColumn |
| Exclusion | $4,178 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|---|
| Administrative Fees | 900099 | 347566 | $347,566 |
| University Activities | 900099 | 110507 | $110,507 |
| Other Income | 900099 | 376 | $376 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 458449 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4297151 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $825,728 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2168074 | Total |
| Program Services | 2168074 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 517417 | Total |
| Program Services | 517417 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 81908 | Total |
| Management And General | 81908 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 396583 | Total |
| Program Services | 47849 | ProgramServices |
| Management And General | 58688 | ManagementAndGeneral |
| Fundraising | 290046 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2013 | Total |
| Management And General | 2013 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15000 | Total |
| Management And General | 15000 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25226 | Total |
| Management And General | 25226 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18554 | Total |
| Management And General | 18554 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5000 | Total |
| Management And General | 5000 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2641 | Total |
| Program Services | 264 | ProgramServices |
| Management And General | 2377 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3441 | Total |
| Management And General | 3441 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | FundraisingFundraising | Management And GeneralManagementAndGeneral |
|---|---|---|---|---|
| Administrative Expense | 318828 | 318828 | ||
| U Campaign, Donor Rec. | 147784 | 147784 | ||
| Marketing, planned Givi | 33181 | 33181 | ||
| Alumni Programs | 23105 | 23105 | ||
| Publications & Developm | 15028 | 15028 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3773783 | Total |
| Program Services | 3052432 | ProgramServices |
| Management And General | 250340 | ManagementAndGeneral |
| Fundraising | 471011 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 164799 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1023078 | BOY |
| EOY | 647696 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 30228 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13024 | BOY |
| EOY | 10422 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 117192 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 75554 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 44277 | BOY |
| EOY | 41638 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13068462 | BOY |
| EOY | 15930177 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 228869 | BOY |
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14377710 | BOY |
| EOY | 16824960 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 47398 | BOY |
| EOY | 58093 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 179325 | BOY |
| EOY | 173134 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 226723 | BOY |
| EOY | 231227 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 912009 | BOY |
| EOY | 1400462 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3908063 | BOY |
| EOY | 5002452 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9330915 | BOY |
| EOY | 10190819 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14150987 | BOY |
| EOY | 16593733 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14377710 | BOY |
| EOY | 16824960 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 523368 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 1919378 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Other | X | MethodOfAccountingOther |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | 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 | 2738136 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1653966 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2472410 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1896915 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3471423 | CurrentTaxYear |
| Total | 12232850 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2738136 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1653966 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2472410 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1896915 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3471423 | CurrentTaxYear |
| Total | 12232850 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 2884612 | AmountsSubstContributorsTotal |
| Public Support Total170 | 9348238 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 373621 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 372821 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 328731 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 374618 | CurrentTaxYearMinus1Year |
| Current Tax Year | 363101 | CurrentTaxYear |
| Total | 1812892 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 139849 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 228139 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 118155 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 124114 | CurrentTaxYearMinus1Year |
| Current Tax Year | 110883 | CurrentTaxYear |
| Total | 721140 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 14766882 | TotalSupport |
| Gross Receipts From Admissions Etc | 2825 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.63310 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.66690 | 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 | 10741244 | BeginningOfYearBalance |
| Contributions | 967246 | Contributions |
| Investment Earnings Or Losses | 1754838 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 319013 | GrantsOrScholarships |
| Administrative Expenses | 315739 | AdministrativeExpenses |
| End Of Year Balance | 12828576 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 9650354 | BeginningOfYearBalance |
| Contributions | 322484 | Contributions |
| Investment Earnings Or Losses | 1420865 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 450078 | GrantsOrScholarships |
| Administrative Expenses | 202381 | AdministrativeExpenses |
| End Of Year Balance | 10741244 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 10796401 | BeginningOfYearBalance |
| Contributions | 1094030 | Contributions |
| Investment Earnings Or Losses | -1870803 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 265603 | GrantsOrScholarships |
| Administrative Expenses | 103671 | AdministrativeExpenses |
| End Of Year Balance | 9650354 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 0.79440 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.20560 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 48539 | OtherCostOrOtherBasis |
| Depreciation | 9839 | Depreciation |
| Book Value | 38700 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 68653 | OtherCostOrOtherBasis |
| Depreciation | 65715 | Depreciation |
| Book Value | 2938 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 41638 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| ANNUITIES | 293578 | F |
| MUTUAL FUNDS | 15636599 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 15930177 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Annuities Payable | Description |
| Amount | $173,134 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 173134 | TotalOfAmounts |
| Total Revenue | 4297151 | TotalRevenue |
| Total Expenses | 3773783 | TotalExpenses |
| Excess Or Deficit For Year | 523368 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 1700106 | NetUnrealizedGLOnInvestments |
| Other | $219,272 | OtherAmount |
| Total Adjustments | 1919378 | TotalAdjustments |
| Excess Or Deficit Per FS | 2442746 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 4431957 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 1700106 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 1700106 | RevenueNotRptdF990 |
| Revenue Subtotal | 2731851 | RevenueSubtotal |
| Other Revenues Not Included | 1565300 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 1565300 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 4297151 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 2208483 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 2208483 | ExpensesSubtotal |
| Other Expenses Not Included | 1565300 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 1565300 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 3773783 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | Part V, Intended Use of Endowment Funds - Endowment funds are used to provide scholarships and to promote University activities. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance | Purpose Of GrantPurposeOfGrant | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|---|---|---|---|---|---|---|---|
| University of Wisconsin River Falls | ||||||||||
| 410 S Third St | River Falls | WI | 54022 | 391805963 | University of Wiscon | 1565300 | Estimate FMV | Animals | Animal husbandry, | |
| University of Wisconsin River Falls | ||||||||||
| 410 S Third St | River Falls | WI | 54022 | 391805963 | University of Wiscon | University activities and events | 568024 | |||
| University of Wisconsin River Falls | ||||||||||
| 410 S Third St | River Falls | WI | 54022 | 391805963 | University of Wiscon | Print Alumni magazine 47,500 copies | 14977 | |||
| University of Wisconsin River Falls | ||||||||||
| 410 S Third St | River Falls | WI | 54022 | 391805963 | University of Wiscon | Chancellor Funds | 19773 | |||
Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| Scholarships to attend the University of Wisconsin - River Falls | 535 | 511917 |
| Faculty grants recognizing outstanding service to the University of Wisconsin - River Falls | 9 | 5500 |
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: Part I, Line 2. - Procedures for monitoring the Use of Grant Funds The University uses the animals and supplies in its Agricultural educational activities. Students learn about the care of horses and other animals. No specific follow up is made after an animal is given to the school. The University has asked the Foundation to accept these animals on its behalf. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | X | WrittenEmploymentContract |
| 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 | Daniel McGinty | NamePerson |
| Base Compensation Filing Org | 81908 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | 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 | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 81908 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | 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 | Unrelated organization - University of Wisconsin System. Daniel McGinty received base compensation of $81,908 from this unrelated organization. | Explanation |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 450000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Sales price | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | Horses | Description |
| Number Of Contributions | 9 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1560300 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Donor Valued | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 9 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Third Party Use: | Identifier |
| Return Reference | Part I, Line 32b: | ReturnReference |
| Explanation | The Foundation will engage unrelated third parties to sell gifts of securities and real property. These parties are paid their normal and customary commissions for the provision of these services. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| Form 990, Part VI, Section B, line 11 | The Board Audit Committee will review the Form 990 and have questions answered prior to filing. They will provide a copy of the Form 990 to Board members. Board members are given a week to have their questions answered. | |
| Each Board Member and Officer annually signs a document disclosing any conflict or stating that they have no conflict of interest. These statements are reviewed by the Board annually. | Form 990, Part VI, Section B, line 12c | |
| Governing documents are available upon request. Financial information is published in part in the Alumni Magazine - Falcon Features. | Form 990, Part VI, Section C, line 19 | |
| Changes in Net Assets or Fund Balances: | Net unrealized gains on investments: 1,700,106. Cummulative Effect of Change in Accounting Principal 219,272. Total to Form 990, Part XI, Line 5: 1,919,378. | Form 990, Part XI, line 5: |
| Change in Accounting Method. | The organization uses the accrual method of accounting. It changed its method of accounting for promises to give. These promises are now included in contributions. | Form 990, Part XII, Line 1 - Other |