2024-04-19T11:25:35-05:00 2023-06-30 410746749 CLIFTONLARSONALLEN LLP 8215 GREENWAY BOULEVARD SUITE 600 MIDDLETON WI 53562 990 2022-07-01 396051705 THE UW - PLATTEVILLE FOUNDATION INC UW-P 6083421242 ULLSVIK HALL 1 UNIVERSITY PLAZA PLATTEVILLE WI 53818 STACIA STEPHENSON EXECUTIVE DIRECTOR 6083421242 2024-04-17 1 STACIA STEPHENSON 999009999 1 KIMBERLY ANDERSON CPA P00188889 6086628600 2024-04-17 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z STACIA STEPHENSON ULLSVIK HALL 1 UNIVERSITY PLAZA PLATTEVILLE WI 53818 9285645 0 X WWW.UWPLATT.EDU/FOUNDATION X 1948 WI THE UW - PLATTEVILLE FOUNDATION, INC. EXISTS EXCLUSIVELY FOR THE BENEFIT OF THE UNIVERSITY OF WISCONSIN - PLATTEVILLE. ITS SPECIFIC ROLE IS TO PROVIDE SUPPLEMENTAL FUNDS TO AID UW-PLATTEVILLE IN FULFILLING ITS MISSION SUCCESSFULLY. THE FOUNDATION IS INVOLVED IN FUNDRAISING, FUND MANAGEMENT, AND FUND DISBURSEMENT. 24 24 0 24 0 0 14706512 8009565 0 0 1149127 1227245 45560 -6591 15901199 9230219 3127192 4422956 0 0 67592 70977 0 0 424913 831722 850329 4026506 5344262 11874693 3885957 49794094 56102024 616169 326311 49177925 55775713 X THE UW-PLATTEVILLE FOUNDATION, INC EXISTS EXCLUSIVELY FOR THE BENEFIT OF THE UNIVERSITY OF WISCONSIN - PLATTEVILLE. ITS SPECIFIC ROLE IS TO PROVIDE SUPPLEMENTAL FUNDS TO AID UW-PLATTEVILLE IN FULFILLING ITS MISSION SUCCESSFULLY. THE FOUNDATION IS INVOLVED IN FUND RAISING, FUND MANAGEMENT, AND FUND DISBURSEMENT. 0 0 4437188 4422956 ENDOWMENT FUND - GRANT SCHOLARSHIPS AND PROVIDE OTHER SERVICES TO THE UNIVERSITY OF WISCONSIN - PLATTEVILLE. 4437188 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 12 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 24 24 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 WI X MOLLY PARRISH 6083427581 1516 ULLSVIK HALL 1 UNIVERSITY PLATTEVILLE WI 53818 JOSEPH DENK FOUNDATION CHAIR 2.00 0.00 X X 0 0 0 KRISTEN CADMAN VICE CHAIR AND APPROPRIATION COMMITTEE CHAIR 2.00 0.00 X X 0 0 0 MARGARET KEEHN FOUNDATION TREASURER 2.00 0.00 X X 0 0 0 ANN MOYER FOUNDATION BOARD SECRETARY 2.00 0.00 X X 0 0 0 RONALD MEISSEN DEVELOPMENT COMMITTEE CHAIR 2.00 0.00 X 0 0 0 TORI ERICKSON MEMBERSHIP AND ORIENTATION COMMITTEE CHAIR 2.00 0.00 X 0 0 0 DARIN PAULS STRATEGIC PLANNING AND REVIEW COMMITTEE CHAIR 2.00 0.00 X 0 0 0 SCOTT S BAUMGARTNER SUBSIDIARY OVERSIGHT COMMITTEE CHAIR 2.00 0.00 X 0 0 0 MARY WAGNER AUDIT AND COMPLIANCE COMMITTEE CHAIR 2.00 0.00 X 0 0 0 CHUCK BROKOPP BOARD OF DIRECTOR 2.00 0.00 X 0 0 0 DOUG BUHLER BOARD OF DIRECTOR 2.00 0.00 X 0 0 0 RICHARD BURGERMEISTER BOARD OF DIRECTOR 2.00 0.00 X 0 0 0 TIM HARDYMAN BOARD OF DIRECTOR 2.00 0.00 X 0 0 0 JEFF INGEBRITSEN BOARD OF DIRECTOR 2.00 0.00 X 0 0 0 JERRY KOBISKE BOARD OF DIRECTOR 2.00 0.00 X 0 0 0 TOM KOSER BOARD OF DIRECTOR 2.00 0.00 X 0 0 0 RICK LENZ BOARD OF DIRECTOR 2.00 0.00 X 0 0 0 GREG LOEK BOARD OF DIRECTOR 2.00 0.00 X 0 0 0 DAVID MURPHY BOARD OF DIRECTOR 2.00 0.00 X 0 0 0 JIM RYAN BOARD OF DIRECTOR 2.00 0.00 X 0 0 0 DION SHAW BOARD OF DIRECTOR 2.00 0.00 X 0 0 0 DAN SMITH BOARD OF DIRECTOR 2.00 0.00 X 0 0 0 ELLEN ULLSVIK BOARD OF DIRECTOR 2.00 0.00 X 0 0 0 CAROL WEBER BOARD OF DIRECTOR 2.00 0.00 X 0 0 0 JOSHUA BOOTS EXECUTIVE DIRECTOR 2.00 40.00 X 156000 0 35556 156000 0 35556 1 0 1 1 BLACKBAUD PO BOX 830413 PHILADELPHIA PA 19182 SOFTWARE SERVICES & CLOUD HOSTING 139910 FIDUCIENT ADVISORS LLC 500 W MADISON ST STE 1700 CHICAGO IL 60661 INVESTMENT MANAGEMENT FEES 116923 2 55876 7953689 728954 8009565 1227221 1227221 24 0 24 24 24 45619 55876 51277 -5658 -5658 9119 4149 4970 4970 LIFE INSURANCE ADJUSTMENT 900099 -5903 -5903 -5903 9230219 0 0 1220654 2776576 2776576 1646380 1646380 70977 70977 35485 35485 116923 116923 12008 1038 10970 462 462 165382 200 165182 114063 85705 28358 35125 33562 1563 35244 991 34253 3662 3662 3810 3810 HOSTING & ENTERTAINMENT 79179 167 79012 PROGRAM SUPPORT 28397 14232 14165 DUES & SUBSCRIPTIONS 16487 178 16309 204102 204102 5344262 4437188 482161 424913 402738 1612361 839425 0 7459025 6324043 1099 4279 46454 99230 248633 248633 0 0 38639516 45600477 2405837 2461634 49794094 56102024 616169 326311 616169 326311 X -280348 -25618 49458273 55801331 49177925 55775713 49794094 56102024 3885957 2711831 0 X 0 1 X 1 0 X 3403242 4166798 5163302 14706512 8009565 35449419 890068 704580 1594648 3403242 4166798 5163302 15596580 8714145 37044067 3763928 33280139 873889 920463 856407 1149127 1227221 5027107 5768 5768 61746 68121 137508 39792 -5903 301264 42378206 251935 0.78530 0.82440 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: GAMING ACTIVITIES - 2020 AMOUNT: $ 1,085. MISC REVENUE - 2018 AMOUNT: $ 61,746. 2019 AMOUNT: $ 68,121. 2020 AMOUNT: $ 131,816. 2021 AMOUNT: $ 39,792. 2022 AMOUNT: $ -5,903. T-SHIRT AND MASK SALES - 2020 AMOUNT: $ 4,607. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 40929122 6161639 3037445 991792 49136414 36649967 10328080 -5200208 848717 40929122 26546768 2643415 8039574 579790 36649967 25812617 2518702 -443739 1340812 26546768 24136120 749803 1047450 120756 25812617 0.05065 0.82757 0.12178 0 0 248633 248633 0 0 X PART V, LINE 4: THE UW-PLATTEVILLE FOUNDATION'S ENDOWMENTS CONSIST OF 547 FUNDS ESTABLISHED TO SUPPORT A VARIETY OF SCHOLARSHIPS AND DEVELOPMENT ACTIVITIES AT UW-PLATTEVILLE. PART X, LINE 2: THE UNIVERSITY OF WISCONSIN - PLATTEVILLE FOUNDATION, INC. IS AN EXEMPT CHARITY UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND THEREFORE IS NOT SUBJECT TO FEDERAL OR STATE INCOME TAX. THE FOUNDATION IS SUBJECT TO INCOME TAX REGULATIONS IN THE UNITED STATES FEDERAL JURISDICTION AND IN THE STATE OF WISCONSIN. TAX REGULATIONS WITHIN EACH JURISDICTION ARE SUBJECT TO INTERPRETATION OF THE RELATED TAX LAWS AND REGULATIONS AND REQUIRE SIGNIFICANT JUDGMENT TO APPLY. THE FOUNDATION MUST RECOGNIZE THE TAX BENEFITS ASSOCIATED WITH TAX POSITIONS TAKEN FOR TAX RETURN PURPOSES WHEN IT IS MORE-LIKELY-THAN-NOT THE POSITION WILL BE SUSTAINED. THE FOUNDATION DOES NOT BELIEVE THERE ARE ANY MATERIAL UNCERTAIN TAX POSITIONS AND, ACCORDINGLY, IT DID NOT RECOGNIZE ANY LIABILITY FOR UNRECOGNIZED TAX BENEFITS. FOR THE YEARS ENDING JUNE 30, 2023 AND 2022, THERE WERE NO INTEREST OR PENALTIES RECORDED OR INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS. BILSA ALUMNI GOLF OUTING 23335 8000 15335 4919 10800 935 BARRY ELLIS GOLF OUTING 20500 14380 6120 1250 680 1610 47 6 56890 32726 24164 5468 7000 18245 323 100725 55106 45619 6718 12599 30655 1305 51277 -5658 1 UNIVERSITY OF WISCONSIN-PLATTEVILLE 1 UNIVERSITY PLAZA PLATTEVILLE WI 53818 391805963 GOVERNMENT 2776576 0 UNIVERSITY PROGRAMS 1 0 UNIVERSITY OF WISCONSIN-PLATTEVILLE SCHOLARSHIPS 1307 1646380 PART I, LINE 2: THE FOUNDATION PROVIDES THE AMOUNT AVAILABLE AND THE CRITERIA FOR AWARDING. FOUNDATION UTILIZES BLACKBAUD AWARD MANAGEMENT SOFTWARE THAT MATCHES APPLICANTS TO CRITERIA. APPLICANTS ARE BLIND REVIEWED TO AVOID PARTISAN SELECTION. THE SOFTWARE TRACKS APPLICATIONS AND AWARDING BY COMMITTEES. THE UNIVERSITY PAYS THE EXPENSES, THEN PROVIDES THE FOUNDATION WITH DOCUMENTATION AND PURPOSE TO SHOW CRITERIA HAD BEEN MET. THE FOUNDATION REIMBURSES THE UNIVERSITY FROM THE APPROPRIATE FUND ONCE ALL DOCUMENTATION IS APPROVED. 0 0 0 0 0 0 0 0 0 JOSHUA BOOTS EXECUTIVE DIRECTOR 156000 0 0 0 0 0 15658 0 19898 0 191556 0 0 0 FORM 990, PART VII, SECTION A, LINE 5 JOSHUA BOOTS, EXECUTIVE DIRECTOR IS AN EMPLOYEE OF THE UNIVERSITY OF WISCONSIN-PLATTEVILLE, AN UNRELATED ORGANIZATION. JOSHUA'S TOTAL 2022 CALENDAR YEAR COMPENSATION PAID BY THE UNIVERSITY IS $191,556. X 1 4999 FAIR MARKET VALUE X 770 FAIR MARKET VALUE X 4 682266 FAIR MARKET VALUE X TELEHANDLER 1 28000 FAIR MARKET VALUE X MILWAUKEE TOOLS 1 7949 FAIR MARKET VALUE X GOLF TEAM HOSPITALITY 1 3000 FAIR MARKET VALUE X POWERWORLD SIMULATOR 1 1650 FAIR MARKET VALUE X 16 HANDMADE QUILTS 1 320 FAIR MARKET VALUE 0 0 1 0 PART I, COLUMN (B): NUMBER OF CONTRIBUTORS FORM 990, PART VI, SECTION A, LINE 1A EACH COMMITTEE HAS AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. COMMITTEES ARE AUDIT AND COMPLIANCE, FINANCE AND INVESTMENT AND EXECUTIVE. FORM 990, PART VI, SECTION B, LINE 11B THE RETURN IS PRESENTED TO THE BOARD VIA EMAIL OR PART OF A PACKET FOR THE NEXT BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO COMPLETE DISCLOSURE STATEMENTS ANNUALLY. STATEMENT IS THEN REVIEWED BY THE BOARD OFFICERS ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 OFFICERS AND OTHER BOARD MEMBERS ARE NOT COMPENSATED. THE EXECUTIVE DIRECTOR AND CFO ARE NOT PAID BY UW PLATTEVILLE FOUNDATION BUT RATHER BY THE UNIVERSITY OF WISCONSIN - PLATTEVILLE. THEIR SERVICES ARE A GIFT IN KIND FROM THE UNIVERSITY. COMPENSATION IS DETERMINED VIA THE UNIVERSITY AND THE STATE OF WISCONSIN PROCESSES AND POLICIES. FORM 990, PART VI, SECTION C, LINE 19 COPIES OF FINANCIAL STATEMENTS, GOVERNING DOCUMENTS AND THE CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. UW-PLATTEVILLE REAL ESTATE FOUNDATION INC 190 MARKET STREET PLATTEVILLE WI 53818 352396254 REAL ESTATE DEALINGS FOR THE EXCLUSIVE BENEFIT OF UW-PLATTEVILLE WI 501(C)(3) 509(A)(3) UNIVERSITY OF WISCONSIN - PLATTEVILLE 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0