2023-03-28T15:58:56-05:00 2022-06-30 410746749 CLIFTONLARSONALLEN LLP 1660 OSHKOSH AVE SUITE 200 OSHKOSH WI 54902 990 2021-07-01 391341603 MILWAUKEE AREA TECHNICAL COLLEGE FOUNDATION INC MILW 4142977687 700 WEST STATE STREET NO S214 MILWAUKEE WI 532331443 MATTHEW PARTRIDGE TREASURER 4142977687 2023-03-22 1 MATTHEW PARTRIDGE 999009999 SARAH HOFKENS P01297845 9202315890 2023-03-22 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z JULIANNA EBERT 700 WEST STATE STREET NO S214 MILWAUKEE WI 532331443 23694767 0 X WWW.MATC.EDU/FOUNDATION X 1979 WI SUPPORT MILWAUKEE AREA TECHNICAL COLLEGE BY RAISING FUNDS FOR SCHOLARSHIPS/PROGRAM SUPPORT. 16 16 0 16 0 0 12665033 17075131 0 0 1021588 1188773 12215 28838 13698836 18292742 8308064 9072434 0 0 0 0 0 0 90244 344321 435052 8652385 9507486 5046451 8785256 30589690 33356211 1779998 334235 28809692 33021976 THE MATC FOUNDATION SUPPORTS STUDENT SUCCESS AND ENHANCES LEARNING BY ENGAGING THOSE WHO ARE PASSIONATE ABOUT THE COLLEGE AND THE COMMUNITY IT BENEFITS. 0 0 6344067 6344067 THE FOUNDATION ADMINISTERED $6,974,572 IN CONTRIBUTIONS FOR MILWAUKEE PBS (FORMERLY MILWAUKEE PUBLIC TELEVISION) AND AWARDED $6,344,067 IN PROGRAM SUPPORT. MILWAUKEE PBS IS OWNED AND OPERATED BY MILWAUKEE AREA TECHNICAL COLLEGE (MATC). 1311838 1311838 28838 THE FOUNDATION PROVIDED $1,237,311 IN DIRECT PROGRAM SUPPORT TO MATC, INCLUDING SUPPORT FOR THE MATC DRIVE (FORMERLY REV UP)/AL HURVIS PEAK TRANSPORTATION CENTER, THE EXPANSION OF THE REGISTERED NURSING PROGRAM, AND A PROGRAM THAT COVERED THE FEES FOR BOARD/LICENSE EXAM FEES FOR RECENT GRADUATES OF MATC'S HEALTHCARE PROGRAMS. IN ADDITION, THE FOUNDATION SERVED AS THE CONDUIT FOR $74,527 OF IN-KIND DONATIONS OF MATERIALS AND EQUIPMENT FOR MATC'S PROGRAMS. 1496784 1416529 THE FOUNDATION AWARDED $1,416,529 IN SCHOLARSHIPS AND EMERGENCY GRANT ASSISTANCE TO 1.446 STUDENTS, INCLUDING $426,660 TO 373 PROMISE STUDENTS. 9152689 1 1 0 0 0 0 0 0 0 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 0 0 0 1 4 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 X 16 16 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X X JASON FLANDERS 4142977997 700 WEST STATE STREET S214 MILWAUKEE WI 532331443 JULIANNA EBERT PRESIDENT 2.00 X X 0 0 0 KAMAL BANSAL VICE PRESIDENT 1.00 X X 0 0 0 EUGENE A GILCHRIST VICE PRESIDENT 1.00 X X 0 0 0 MATTHEW PARTRIDGE TREASURER 1.00 X X 0 0 0 SUSAN LUBAR SECRETARY 1.00 X X 0 0 0 ERICA CASE MATC DISTRICT BOARD LIASON 0.25 X 0 0 0 DEBORAH N ALLEN DIRECTOR 0.50 X 0 0 0 JAMIE BERGER DIRECTOR 0.50 X 0 0 0 CHANTEL BYRD DIRECTOR 0.50 X 0 0 0 CARLO CERVANTES DIRECTOR 0.50 X 0 0 0 JIM COSCO DIRECTOR 0.50 X 0 0 0 VI HAWKINS DIRECTOR 0.50 X 0 0 0 KEVIN JOY DIRECTOR 0.50 X 0 0 0 TRACY LUBER DIRECTOR 0.50 X 0 0 0 DAVE MEGNA DIRECTOR 0.50 X 0 0 0 DAYLA RANDOLPH DIRECTOR 0.50 X 0 0 0 MICHAEL STULL DIRECTOR 0.50 X 0 0 0 LAURA BRAY EXECUTIVE DIRECTOR 15.00 25.00 X 0 168635 43141 JASON FLANDERS OPERATIONS DIRECTOR 19.00 X 0 46194 0 0 214829 43141 0 0 1 0 0 17075131 1105647 17075131 944364 944364 5646434 5402025 244409 244409 244409 EVENT INCOME 611310 28838 28838 28838 18292742 28838 0 1188773 7655905 7655905 1416529 1416529 231 231 96499 96499 65727 65727 34378 6966 13058 14354 6388 6388 5228 5228 38778 3905 34873 28000 7000 7000 14000 4969 883 4086 7318 7318 ADMINISTRATIVE ENDOWMEN 44204 44204 FUNDRAISING AND DEVELOP 18017 18017 DUES AND SUBSCRIPTIONS 7116 3263 3853 78199 62143 7056 9000 9507486 9152689 264553 90244 3226302 1465803 47443 42447 1626333 1573774 9242 52461 25680370 30221726 30589690 33356211 1779998 334235 1779998 334235 X 2298567 1024843 26511125 31997133 28809692 33021976 30589690 33356211 8785256 -4572972 0 X 0 1 X 1 0 X 6791794 8481271 10266215 12665033 17075131 55279444 6791794 8481271 10266215 12665033 17075131 55279444 651173 54628271 626372 763940 615998 640820 944364 3591494 15983 1070 46485 12215 28838 104591 58975529 0.92630 0.93610 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 16754167 3319800 -2449220 1777188 86323 15761236 13332675 1832711 3944601 2274880 80940 16754167 12197410 2906987 308227 2032706 47243 13332675 11380695 1233587 669545 1041114 45303 12197410 10356109 1587194 951826 1471698 42736 11380695 0.73760 0.26240 0 0 0 14140953 -4572972 486910 -4086062 18227015 65727 65727 18292742 9928669 486910 486910 9441759 65727 65727 9507486 PART V, LINE 4: THE ENDOWMENT CONSISTS OF 78 INDIVIDUAL FUNDS ESTABLISHED BY DONORS TO PROVIDE ANNUAL FUNDING FOR SPECIFIC ACTIVITIES AND GENERAL OPERATIONS. THE ENDOWMENT ALSO INCLUDES CERTAIN NET ASSETS THAT HAVE BEEN DESIGNATED FOR ENDOWMENT BY THE BOARD OF DIRECTORS TO BENEFIT THE MPBS. 1 MILWAUKEE AREA TECHNICAL COLLEGE 700 W STATE STREET MILWAUKEE WI 53233 396003459 GOVERNMENT 1237311 74527 FMV MATERIALS AND EQUIPMENT FOR EDUCTIONAL AND RELATED NEEDS - EQUIPMENT AND MATERIALS; PAYMENT OF PROGRAM INVOICES DIRECTLY TO VENDORS MILWAUKEE AREA TECHNICAL COLLEGE 700 W STATE STREET MILWAUKEE WI 53233 396003459 GOVERNMENT 6344067 0 MILWAUKEE PBS OPERATING EXPENSES - PAYMENT OF MILWAUKEE PBS INVOICES DIRECTLY TO VENDORS 1 0 SCHOLARSHIPS AND EMERGENCY ASSISTANCE GRANTS 1446 1416529 PART I, LINE 2: THE MATC FOUNDATION (THE FOUNDATION) OPERATES AND MAINTAINS A COMPREHENSIVE RANGE OF FUNDS THAT HAVE BEEN ESTABLISHED TO SUPPORT THE EDUCATIONAL AND STRATEGIC GOALS OF THE MILWAUKEE AREA TECHNICAL COLLEGE (MATC) AND ITS STUDENTS. THE FOUNDATION AWARDS A WIDE RANGE OF SCHOLARSHIPS TO STUDENTS ATTENDING MATC. ADDITIONALLY, THE FOUNDATION PROVIDES INSTITUTIONAL GRANTS THAT SUPPORT THE COLLEGE. SCHOLARSHIPS AND GRANTS ARE AWARDED BASED ON MEETING QUALIFYING CRITERIA. SCHOLARSHIPS ARE PAID DIRECTLY TO MATC AND ARE APPLIED TO STUDENTS' ACCOUNTS. OTHER EMERGENCY STUDENT ASSISTANCE GRANTS ARE PAID TO THIRD-PARTIES WHENEVER POSSIBLE. PROGRAM SUPPORT IS PAID TO MATC VIA AN INVOICE PROCESS. 0 0 0 0 0 0 0 0 0 LAURA BRAY EXECUTIVE DIRECTOR 0 168635 0 0 0 0 0 11236 0 31905 0 211776 0 0 X 31 82150 SALES PROCEEDS X 6 992457 SALES PROCEEDS X PHOTOGRAPHY EQUIPMENT 1 15000 FMV X AUTO BODY PAINT 1 8000 FMV X AIRCRAFT DE-FUELER AND ELEVATED OIL DRAIN SYSTEM 1 6000 FMV X TOOL BAGS 1 2040 FMV 0 0 1 1 PART I, COLUMN (B): NUMBER OF CONTRIBUTORS LISTED. PART I, LINE 32B: THE FOUNDATION USES A THIRD PARTY VENDOR TO ACCEPT, PROCESS AND SELL ALL DONATED VEHICLES FOR SUPPORT OF MILWAUKEE PBS. FORM 990, PART VI, SECTION A, LINE 7A THE CHAIRPERSON OF THE MATC DISTRICT BOARD OF DIRECTORS APPOINTS ONE OF ITS DIRECTORS TO SERVE AS A VOTING MEMBER OF THE MATC FOUNDATION'S BOARD OF DIRECTORS. IN ADDITION, THE PRESIDENT OF MATC IS HIRED BY AND REPORTS TO THE DISTRICT BOARD AND SERVES AS A VOTING MEMBER OF THE MATC FOUNDATION'S BOARD OF DIRECTORS. THE FOUNDATION'S BYLAWS REFLECT THESE PRACTICES. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR AND OPERATIONS DIRECTOR, AND SENT TO THE BOARD OF DIRECTORS FOR THEIR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, DIRECTORS, AND EXECUTIVE DIRECTOR ANNUALLY DISCLOSE POTENTIAL CONFLICTS TO THE BOARD VIA A PRINTED FORM. THE EXECUTIVE COMMITTEE REVIEWS ANY DISCLOSED CONFLICTS OF INTEREST AND DETERMINES THE APPROPRIATE COURSE OF ACTION OR IF NO ACTION IS NEEDED. ALL OTHER FOUNDATION STAFF ALSO ANNUALLY DISCLOSE POTENTIAL CONFLICTS OF INTEREST, WHICH ARE REVIEWED BY THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION B, LINE 15 EXECUTIVE DIRECTOR COMPENSATION - THE EXECUTIVE DIRECTOR IS AN EMPLOYEE OF MATC (RELATED ORGANIZATION), WHICH IS RESPONSIBLE FOR COMPENSATION AND CONDUCTING ANNUAL PERFORMANCE REVIEWS. COMPENSATION IS BASED ON A COMPREHENSIVE PROCESS CONDUCTED BY MATC'S HUMAN RESOURCES DEPARTMENT AND INCLUDES COMPARATIVE DATA. KEY EMPLOYEE COMPENSATION - OTHER KEY EMPLOYEE(S) ARE EMPLOYEES OF MATC (RELATED ORGANIZATION), WHICH IS RESPONSIBLE FOR COMPENSATION AND CONDUCTING ANNUAL PERFORMANCE REVIEWS. COMPENSATION IS BASED ON A COMPREHENSIVE PROCESS CONDUCTED BY MATC'S HUMAN RESOURCES DEPARTMENT AND INCLUDES COMPARATIVE DATA. FORM 990, PART VI, SECTION C, LINE 19 MILWAUKEE AREA TECHNICAL COLLEGE FOUNDATION, INC. MAKES ITS GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. MILWAUKEE AREA TECHNICAL COLLEGE 700 W STATE MILWAUKEE WI 53233 396003459 EDUCATION WI GOVERNMENTAL UNIT 0 0 1 1 0 0 0 0 0 0 0 0 1 0 1 1 1 0 0 0