2025-04-21T15:53:06-05:00 2024-06-30 410746749 CLIFTONLARSONALLEN LLP 311 FINANCIAL WAY SUITE 100 WAUSAU WI 54401 990 2023-07-01 391828080 SOUTHWEST WISCONSIN TECHNICAL COLLEGE FOUNDATION INC SOUT 6088223262 1800 BRONSON BLVD FENNIMORE WI 538099778 DENNIS R COOLEY EXECUTIVE DIRECTOR OF ADVANCEMENT 6088223262 2025-04-10 1 0 ANGELICA KRAUTKRAMER P02005570 7156752351 2025-04-08 2023 2025-03-06 01:10:19Z DENNIS R COOLEY 1800 BRONSON BLVD FENNIMORE WI 538099778 2898643 0 X N/A X 1980 WI PROVIDE SCHOLARSHIPS & ASSISTANCE TO STUDENTS & FACULTY OF SOUTHWEST WI TECHNICAL COLLEGE. 12 12 0 14 0 0 1132971 1438698 1616 0 97917 226106 2547 1622 1235051 1666426 980723 1119471 0 0 0 0 0 0 17444 80186 97122 1060909 1216593 174142 449833 7616374 8705350 3806 13174 7612568 8692176 PROVIDE SCHOLARSHIPS AND ASSISTANCE TO STUDENTS AND FACULTY FOR THE PRIMARY BENEFIT OF SOUTHWEST WISCONSIN TECHNICAL COLLEGE. 0 0 1124231 1119471 0 SOUTHWEST WISCONSIN TECHNICAL COLLEGE FOUNDATION ANNUALLY AWARDS SCHOLARSHIPS AND PROVIDES EMERGENCY GRANTS, STUDENT SUPPORT FUNDS, AND ACADEMIC PROGRAM SUPPORT TO SOUTHWEST TECH STUDENTS. IN ADDITION, PROFESSIONAL DEVELOPMENT FUNDS ARE PROVIDED TO SOUTHWEST TECH FACULTY, STAFF AND ADMINISTRATION AS WELL AS FUNDING FOR CAPITAL PROJECTS AND COLLEGE PRIORITY PROJECTS. 1124231 1 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 WI X DENNIS R COOLEY 6088223262 1800 BRONSON BLVD FENNIMORE WI 538099778 THERESA BRAUDT PRESIDENT 1.00 0.00 X X 0 0 0 LISA GOTZINGER VICE PRESIDENT 1.00 0.00 X X 0 0 0 DEB WEHRLE TREASURER 1.00 0.00 X X 0 0 0 AARON KLEEMAN DIRECTOR 1.00 0.00 X 0 0 0 ANTHONY ISABELL DIRECTOR 1.00 0.00 X 0 0 0 COURTNEY MCGLYNN DIRECTOR 1.00 0.00 X 0 0 0 HELEN ADAMS DIRECTOR 1.00 0.00 X 0 0 0 LINDA PARRISH DIRECTOR 1.00 0.00 X 0 0 0 NATALIE TOLLEFSON DIRECTOR 1.00 0.00 X 0 0 0 ROSE KELLEY DIRECTOR 1.00 0.00 X 0 0 0 SARAH SAYLOR DIRECTOR 1.00 0.00 X 0 0 0 SCOTT PAULS DIRECTOR 1.00 0.00 X 0 0 0 DENNIS COOLEY EXECUTIVE DIRECTOR 40.00 5.00 X 139331 0 28146 139331 0 28146 2 0 1 1 0 1438698 323178 1438698 129506 129506 1328817 1232217 96600 96600 96600 699 0 699 699 MISCELLANEOUS INCOME 900099 923 923 923 1666426 0 0 227728 550286 550286 569185 569185 32335 32335 12116 12116 1772 1772 34088 4760 12323 17005 732 293 439 14930 14930 1149 1149 1216593 1124231 74918 17444 785786 1214005 720483 285897 1000 1000 78 0 6109027 7204448 7616374 8705350 3806 13174 3806 13174 X 94655 178769 7517913 8513407 7612568 8692176 7616374 8705350 449833 629775 0 X 0 1 X 1 0 X 679613 1356348 1934775 1132971 1438698 6542405 679613 1356348 1934775 1132971 1438698 6542405 1783981 4758424 164329 87847 124731 99768 129506 606181 2116 0 2116 1806 431 1622 3859 7154561 63334 0.66510 0.66560 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISC INCOME - 2019 AMOUNT: $ 1,806. 2022 AMOUNT: $ 431. 2023 AMOUNT: $ 1,622. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 5376370 408238 1513590 158932 212 82700 7056354 4856496 136118 618860 146876 12075 76153 5376370 5575293 449680 -949304 157983 -7377 68567 4856496 3676149 640722 1388207 70780 59005 5575293 3684124 60208 84842 97262 50 55713 3676149 0.00000 0.83621 0.16379 0 0 0 2263866 629775 629775 1634091 32335 32335 1666426 1426829 242571 242571 1184258 32335 32335 1216593 PART IV, LINE 2B: THE FOUNDATION ADMINISTERED AN EMERGENCY LOAN FUND WHERE STUDENTS OBTAINED MODEST SHORTTERM LOANS FOR SCHOOL AND/OR PERSONAL EXPENSES. PART V, LINE 4: THE FOUNDATION'S ENDOWMENT FUNDS PROVIDE SCHOLARSHIPS TO STUDENTS PURSUING ASSOCIATE DEGREES AND TECHNICAL DIPLOMAS AND WHO MEET SPECIFIED CRITERIA, PROVIDE ASSISTANCE TO FACULTY FURTHERING THEIR PROFESSIONAL DEVELOPMENT, AND SUPPORT CERTAIN SPECIAL PROJECTS AND EVENTS. 1 SOUTHWEST WISCONSIN TECHNICAL COLLEGE 1800 BRONSON BLVD FENNIMORE WI 538099778 391088496 GOV 307715 242571 COST/SELLING PRICE EQUIPMENT, HOUSEHOLD GOODS, FOOD, VEHICLES, & SUPPLIES FOR COLLEGE PROGRAMS ASSISTANCE TO VARIOUS COLLEGE PROGRAMS AND STUDENT CLUBS AND ORGANIZATIONS 1 0 SCHOLARSHIPS TO STUDENTS PURSUING ASSOCIATES DEGREES AND TECHNICAL DIPLOMAS 707 569185 0 N/A N/A PART I, LINE 2: THE FOUNDATION DISBURSES SCHOLARSHIP FUNDS ON A SEMESTER BASIS DIRECTLY TO SOUTHWEST WISCONSIN TECHNICAL COLLEGE'S BUSINESS OFFICE ON BEHALF OF THE RECIPIENT. BEFORE THE FOUNDATION DISBURSES SCHOLARSHIP FUNDS FOR A SEMESTER, IT VERIFIES THE RECIPIENT MEETS THE NECESSARY CRITERIA OF THE AWARD. GRANTS FOR AWARDS OTHER THAN SCHOLARSHIPS MUST FOLLOW THE SIGNED AGREEMENT OUTLINING THE PURPOSES OF THE GIFT. 0 0 0 0 0 0 0 0 0 DENNIS COOLEY EXECUTIVE DIRECTOR 139331 0 0 0 0 0 27666 0 480 0 167477 0 0 0 SCH J PART II AND FORM 990, PART VII, SEC A, LINE 5: THE CHIEF MANAGEMENT OFFICIAL IS COMPENSATED BY SOUTHWEST WISCONSIN TECHNICAL COLLEGE, AN UNRELATED ENTITY, FOR THEIR SERVICE TO SOUTHWEST WISCONSIN TECHNICAL COLLEGE FOUNDATION INC. DENNIS COOLEY (EXECUTIVE DIRECTOR/OFFICER) WAS PAID $139,330.55 IN WAGES AND $27,666.10 IN DEFERRED COMPENSATION BY THE UNRELATED ENTITY. X 6 254308 COST/SELLING PRICE X EQUIPMENT 3 43200 COST/SELLING PRICE 0 0 1 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS IN COLUMN B. FORM 990, PART VI, SECTION A, LINE 1A THE MAJOR WORK OF THE BOARD WILL BE CONDUCTED BY THREE OPERATIONAL COMMITTEES: THE EXECUTIVE COMMITTEE, THE INVESTMENT AND BUDGET COMMITTEE AND THE DEVELOPMENT COMMITTEE. COMMITTEE MEMBERS FOR COMMITTEES OTHER THAN THE EXECUTIVE COMMITTEE WILL BE APPOINTED BY THE BOARD UPON THE RECOMMENDATION OF THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE WILL BE ABLE TO TAKE ACTION ON ISSUES THAT REQUIRE IMMEDIATE ATTENTION AND PROVIDE GUIDANCE TO FOUNDATION STAFF AND BOARD. FORM 990, PART VI, SECTION A, LINE 3 THE CHIEF MANAGEMENT DUTIES OF THE ORGANIZATION ARE PERFORMED BY EMPLOYEES OF SOUTHWEST WISCONSIN TECHNICAL COLLEGE. DENNIS R. COOLEY (EXECUTIVE DIRECTOR OF ADVANCEMENT OF SOUTHWEST WISCONSIN TECHNICAL COLLEGE) MANAGED THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR OF ADVANCEMENT AND THE VP OF ADMINISTRATIVE SERVICES BEFORE THE RETURN IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE FOUNDATION'S CONFLICT OF INTEREST POLICY COVERS ALL OF ITS DIRECTORS AND PRINCIPAL OFFICERS, AS DEFINED IN THE POLICY. ANY DIRECTOR, PRINCIPAL OFFICER, OR MEMBER OF A COMMITTEE WITH BROAD AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY WHO HAS A DIRECT OR INDIRECT FINANCIAL INTEREST, AS DEFINED IN THE POLICY, IS CONSIDERED AN INTERESTED PERSON. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE MUST LEAVE THE MEETING OF THE GOVERNING BODY WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING DIRECTORS WILL DECIDE IF A CONFLICT OF INTEREST EXISTS. AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE MEETING OF THE GOVERNING BODY, BUT AFTER THE PRESENTATION HE/SHE MUST LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST. AFTER EXERCISING DUE DILIGENCE, THE GOVERNING BODY WILL DETERMINE WHETHER THE FOUNDATION CAN OBTAIN WITH REASONABLE EFFORTS A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. TO ENSURE THE FOUNDATION OPERATES IN A MANNER CONSISTENT WITH CHARITABLE PURPOSES AND DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS TAX EXEMPT STATUS, THE FOUNDATION WILL CONDUCT PERIODIC REVIEWS OF, BUT NOT LIMITED TO, WHETHER PARTNERSHIPS OR OTHER ARRANGEMENTS WITH THIRD PARTIES CONFORM TO THE FOUNDATION'S WRITTEN POLICIES, ARE PROPERLY RECORDED, REFLECT REASONABLE INVESTMENT OR PAYMENTS FOR GOODS AND SERVICES, FURTHER CHARITABLE PURPOSES AND DO NOT RESULT IN INUREMENT, IMPERMISSIBLE PRIVATE BENEFIT, OR IN AN EXCESS BENEFIT TRANSACTION. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC ON SOUTHWEST WISCONSIN TECHNICAL COLLEGE'S WEBSITE AS WELL AS UPON REQUEST. SWTC REAL ESTATE FOUNDATION INC 1800 BRONSON BLVD FENNIMORE WI 53809 474348094 OPERATE ON-CAMPUS STUDENT HOUSING UNITS WI 501(C)(3) LINE 12A, I SOUTHWEST WISCONSIN TECHNICAL COLLEGE FOUNDATION INC 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0