UNIVERSITY OF WISCONSIN-EAU CLAIRE FOUNDATION INC: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
UNIVERSITY OF WISCONSIN-EAU CLAIRE FOUNDATION INC (EIN 39-0972350)
Tax period
2020-07-01 to 2021-06-30
Filed
2022-03-11
IRS object ID
202230709349300313
Schema version
2020v4.2
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

FieldValueIRS element (for citing)
Return2022-03-11T12:02:05-06:00ReturnTs
Tax Period End2021-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN390758449PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WIPFLI LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11502 LONDON ROAD SUITE 200AddressLine1Txt
CityDULUTHCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55812ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN390972350EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1UNIVERSITY OF WISCONSIN - EAU CLAIREBusinessNameLine1Txt
Business Name Line2FOUNDATION INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlUNIVBusinessNameControlTxt
Phone7158362987PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1127 ROOSEVELT AVENUEAddressLine1Txt
CityEAU CLAIRECityNm
State AbbreviationWIStateAbbreviationCd
ZIP54701ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKIMERA M WAYPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone7158365180PhoneNum
Signature2022-02-23SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstKIMERAPersonFirstNm
Person LastWAYPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL J PETERSON CPAPreparerPersonNm
PTINP01833529PTIN
Phone2187224705PhoneNum
Preparation2022-02-23PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Principal OfficerKIMERA M WAYPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1127 ROOSEVELT AVENUEAddressLine1Txt
CityEAU CLAIRECityNm
State AbbreviationWIStateAbbreviationCd
ZIP54701ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$43,748,161GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.UWEC.EDU/FOUNDATIONWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1958FormationYr
Legal Domicile StateWILegalDomicileStateCd
Activity Or MissionTHE PURPOSE SHALL BE TO PROVIDE FINANCIAL AID AND ASSISTANCE TO WORTHY AND NEEDY STUDENTS AT THE UNIVERSITY OF WISCONSIN-EAU CLAIRE, TO ENCOURAGE SCHOLARSHIP, TO PARTICIPATE IN AND ENCOURAGE ALL ENDEAVORS TO ADVANCE THE CAUSE OF EDUCATION AT THIS UNIVERSITY, TO ASSIST IN DEVELOPING AND INCREASING THE OPPORTUNITIES FOR STUDENTS AT THIS UNIVERSITY PRIMARILY IN THE AREAS OTHER THAN THOSE IN WHICH THE STATE OF WISCONSIN ORDINARILY MAKES APPROPRIATIONS AND TO DO ALL ACTS THAT THE CORPORATION SHALL DEEM TO BE IN THE INTEREST OF SAID UNIVERSITY. THE FUNDS OF THE CORPORATION SHALL BE INVESTED IN THE INVESTMENTS THAT SHALL MEET THE STANDARDS THAT THE CORPORATION, IN ITS DISCRETION, SHALL FROM TIME TO TIME DETERMINE, AND SHALL NOT BE RESTRICTED TO INVESTMENTS QUALIFYING AS TRUST FUND INVESTMENTS UNDER THE LAWS OF THE STATE OF WISCONSIN.ActivityOrMissionDesc
Voting Members Governing Body31VotingMembersGoverningBodyCnt
Voting Members Independent31VotingMembersIndependentCnt
Total Employee4TotalEmployeeCnt
Total Volunteers29TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$9,293,431PYContributionsGrantsAmt
CY Contributions Grants$15,093,417CYContributionsGrantsAmt
PY Program Service Revenue$163,301PYProgramServiceRevenueAmt
CY Program Service Revenue$58,212CYProgramServiceRevenueAmt
PY Investment Income$1,845,694PYInvestmentIncomeAmt
CY Investment Income$7,126,762CYInvestmentIncomeAmt
PY Other Revenue$147,703PYOtherRevenueAmt
CY Other Revenue$321,095CYOtherRevenueAmt
PY Total Revenue$11,450,129PYTotalRevenueAmt
CY Total Revenue$22,599,486CYTotalRevenueAmt
PY Grants And Similar Paid$7,939,967PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$6,887,237CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$93,728PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$25,589CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$715,983CYTotalFundraisingExpenseAmt
PY Other Expenses$2,535,874PYOtherExpensesAmt
CY Other Expenses$2,293,831CYOtherExpensesAmt
PY Total Expenses$10,569,569PYTotalExpensesAmt
CY Total Expenses$9,206,657CYTotalExpensesAmt
PY Revenues Less Expenses$880,560PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$13,392,829CYRevenuesLessExpensesAmt
Total Assets BOY$78,593,535TotalAssetsBOYAmt
Total Assets EOY$103,402,476TotalAssetsEOYAmt
Total Liabilities BOY$5,783,668TotalLiabilitiesBOYAmt
Total Liabilities EOY$7,372,608TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$72,809,867NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$96,029,868NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE UNIVERSITY OF WISCONSIN-EAU CLAIRE FOUNDATION, INC. HAS AS ITS PRIMARY MISSION THE STEWARDSHIP OF PRIVATE FUNDS DONATED TO THE FOUNDATION FOR THE BENEFIT OF THE UNIVERSITY. WE DO THIS WITH FISCAL INTEGRITY AND RESPECT FOR OUR VALUED DONORS. OUR ULTIMATE GOAL IS THE ADVOCACY OF THE UNIVERSITY TO THE BROADER COMMUNITY AND TO CONTRIBUTE TO ACADEMIC EXCELLENCE AT THE UNIVERSITY OF WISCONSIN-EAU CLAIRE.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant ChangeYes (1)SignificantChangeInd
Expense$4,702,598ExpenseAmt
Grant$4,702,598GrantAmt
Revenue$47,376RevenueAmt
DescTHE FOUNDATION DISBURSED NEARLY 70% OF THEIR TOTAL PROGRAM EXPENSES FOR UNIVERSITY PROGRAMS. THIS REPRESENTS FUNDING FOR GENERAL OPERATIONAL SUPPORT OF UNIVERSITY DEPARTMENTS AND COLLEGES. THIS INCLUDES FUNDING FOR DEPARTMENT ADVANCEMENT FUNDS THAT ARE USED TO SUPPORT PROJECTS AND ACTIVITIES NOT SUPPORTED BY STATE FUNDING. THE GENERAL NUMBER IMPACTED BY THAT TYPE OF PROGRAM IS 40 ADMINISTRATIVE UNITS ON CAMPUS AND 900 ADMINISTRATIVE AND OPERATIONAL SUPPORT STAFF.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$2,184,639ExpenseAmt
Grant$2,184,639GrantAmt
Revenue$0RevenueAmt
DescSTUDENT SCHOLARSHIPS AND AWARDS IS THE SECOND LARGEST PROGRAM SERVICE OFFERED BY THE FOUNDATION. THIS EQUATES TO OVER 30% OF TOTAL PROGRAM EXPENSES. FUNDING COMES FROM RESTRICTED AND UNRESTRICTED FUNDS. THE NUMBER OF SCHOLARSHIP RECIPIENTS IS OVER 1,387 STUDENTS.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$25,644ExpenseAmt
Grant$0GrantAmt
Revenue$10,836RevenueAmt
DescTHE THIRD LARGEST AREA OF FOUNDATION FUNDING SUPPORT IS FOR THE BLUGOLD RADIO. THE BLUGOLD OPERATES A NON-COMMERCIAL EDUCATIONAL RADIO STATION WITH THE EDUCATIONAL OBJECTIVE OF PROVIDING STUDENTS WITH UNIQUE LEARNING OPPORTUNITIES, PROMOTING THE INTERESTS OF THE UNIVERSITY OF WISCONSIN-EAU CLAIRE, AND EDUCATING ITS AUDIENCE ABOUT IMPORTANT LOCAL CULTURAL AND GOVERNMENTAL MATTERS. OPERATIONS OF BLUGOLD RADIO CEASED ON 12/16/2020.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$6,912,881TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Conservation EasementsYes (1)ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded EntityYes (1)DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document28IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee4EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members31GoverningBodyVotingMembersCnt
Independent Voting Member31IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (1)DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCOStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1COBY KOHNBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7158362987PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1127 ROOSEVELT AVENUEAddressLine1Txt
CityEAU CLAIRECityNm
State AbbreviationWIStateAbbreviationCd
ZIP54701ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (37 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt
KEITH DONNERMEYER
CHAIR0.10Yes (X)Yes (X)$0$0$0
ANDREW BURISH
PAST CHAIR0.10Yes (X)Yes (X)$0$0$0
ERIC WAN
VICE CHAIR0.10Yes (X)Yes (X)$0$0$0
BRANDON RIECHERS
TREASURER0.10Yes (X)Yes (X)$0$0$0
PATRICIA LIEN
ASSISTANT TREASURER0.10Yes (X)Yes (X)$0$0$01.00
LORI MAASSEN
ASSISTANT TREASURER0.10Yes (X)Yes (X)$0$0$0
CHRISTINE SMITH
SECRETARY0.10Yes (X)Yes (X)$0$0$0
KERRY KINCAID
ASSISTANT SECRETARY0.10Yes (X)Yes (X)$0$0$0
MICHELLE OLSON
ASSISTANT SECRETARY0.10Yes (X)Yes (X)$0$0$0
JASON WUDI
DIRECTOR0.10Yes (X)$0$0$0
TIMOTHY BALL
DIRECTOR0.10Yes (X)$0$0$0
JASON CRAIG
DIRECTOR0.10Yes (X)$0$0$0
TODD EBERHARDT
DIRECTOR0.10Yes (X)$0$0$0
BRIAN ELWOOD
DIRECTOR0.10Yes (X)$0$0$0
CHOPS HANCOCK
DIRECTOR0.10Yes (X)$0$0$01.00
DR MELISSA HOEPPNER
DIRECTOR (THRU OCTOBER)0.10Yes (X)$0$0$0
TIMOTHY HOEPPNER
DIRECTOR (THRU OCTOBER)0.10Yes (X)$0$0$01.00
DR DANIEL KINCAID
DIRECTOR0.10Yes (X)$0$0$0
JEFFREY LANG
DIRECTOR0.10Yes (X)$0$0$0
JEFFREY LIDDICOAT
DIRECTOR0.10Yes (X)$0$0$0
ERIK LUNDBERG
DIRECTOR0.10Yes (X)$0$0$0
SHARON MASEK
DIRECTOR0.10Yes (X)$0$0$0
JIM MELLINGER
DIRECTOR (THRU OCTOBER)0.10Yes (X)$0$0$0
SARA MELLINGER
DIRECTOR (THRU OCTOBER)0.10Yes (X)$0$0$0
JILL MUENICH
DIRECTOR0.10Yes (X)$0$0$0
REGI MUNRO
DIRECTOR0.10Yes (X)$0$0$0
SCOTT PETERSON
DIRECTOR0.10Yes (X)$0$0$0
ANGELA PITTMAN TAYLOR
DIRECTOR0.10Yes (X)$0$0$0
KELLI QUINN
DIRECTOR0.10Yes (X)$0$0$0
MARY JO QUINN
DIRECTOR0.10Yes (X)$0$0$0
DR SUZANNE SCHMIDT
DIRECTOR0.10Yes (X)$0$0$0
RAYMOND SKWIERCZYNSKI
DIRECTOR0.10Yes (X)$0$0$0
BILL SPARKES
DIRECTOR0.10Yes (X)$0$0$0
KIMBERLY UNDERWOOD
DIRECTOR0.10Yes (X)$0$0$0
KAYING XIONG
DIRECTOR0.10Yes (X)$0$0$0
KIMERA M WAY
PRESIDENT (SEE SCH O)50.00Yes (X)$0$0$01.00
COBY KOHN
ASSISTANT TREASURER (SEE SCH O)45.00Yes (X)$0$0$01.00
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1UNIVERSITY OF WISCONSIN-EAU CLAIREBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line1105 GARFIELD AVENUEAddressLine1Txt
CityEAU CLAIRECityNm
State AbbreviationWIStateAbbreviationCd
ZIP54701ZIPCd
FieldValueIRS element (for citing)
ServicesSHARED SERVICESServicesDesc
Compensation$8,371,322CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
All Other Contributions$15,093,417AllOtherContributionsAmt
Noncash Contributions$1,342,692NoncashContributionsAmt
Total Contributions$15,093,417TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
ALUMNI EVENTS900099$41,449$41,449
BLUGOLD RADIO900099$10,836$10,836
PROGRAM RENTAL INCOME900099$5,927$5,927
FieldValueIRS element (for citing)
Total Program Service Revenue$58,212TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,586,559TotalRevenueColumnAmt
Exclusion$1,586,559ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$11,292TotalRevenueColumnAmt
Exclusion$11,292ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$26,393,743SecuritiesAmt
Other$282,029OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$20,500,035SecuritiesAmt
Other$635,534OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$5,893,708SecuritiesAmt
Other-$353,505OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,540,203TotalRevenueColumnAmt
Exclusion$5,540,203ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$2,992GrossSalesOfInventoryAmt
Cost Of Goods Sold$13,106CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column-$10,114TotalRevenueColumnAmt
Exclusion-$10,114ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescADMINISTRATIVE INCOMEDesc
Business900099BusinessCd
Total Revenue Column$319,917TotalRevenueColumnAmt
Exclusion$319,917ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$319,917OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$22,599,486TotalRevenueColumnAmt
Related Or Exempt Func Income$58,212RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$7,447,857ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$4,702,598TotalAmt
Program Services$4,702,598ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$2,184,639TotalAmt
Program Services$2,184,639ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$23,631TotalAmt
Program Services$23,631ProgramServicesAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$1,958TotalAmt
Program Services$1,958ProgramServicesAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$1,340,036TotalAmt
Management And General$817,901ManagementAndGeneralAmt
Fundraising$522,135FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$26,333TotalAmt
Management And General$26,333ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$21,347TotalAmt
Management And General$21,347ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$90,000TotalAmt
Management And General$90,000ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$261,112TotalAmt
Management And General$261,112ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$107,981TotalAmt
Management And General$87,788ManagementAndGeneralAmt
Fundraising$20,193FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$642TotalAmt
Management And General$642ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$104,078TotalAmt
Fundraising$104,078FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$10,758TotalAmt
Management And General$10,758ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$3,038TotalAmt
Fundraising$3,038FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$265TotalAmt
Management And General$265ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$915TotalAmt
Management And General$915ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$38,663TotalAmt
Management And General$38,663ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$12,684TotalAmt
Management And General$12,684ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
DUES AND SUBSCRIPTIONS$203,990$203,990
STUDENT HELP$61,725$61,725
EVENT EXPENSES$5,395$5,395
DONOR CULTIVATION$4,814$4,814

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$55TotalAmt
Program Services$55ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$9,206,657TotalAmt
Program Services$6,912,881ProgramServicesAmt
Management And General$1,577,793ManagementAndGeneralAmt
Fundraising$715,983FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$598,131BOYAmt
EOY$119,106EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$5,505,268BOYAmt
EOY$5,702,939EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$78,681BOYAmt
EOY$78,876EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$968,609BOYAmt
EOY$1,198,323EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$44,598BOYAmt
EOY$44,598EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$94,614BOYAmt
EOY$109,297EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$75,389LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$26,505LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$673,045BOYAmt
EOY$48,884EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$50,450,306BOYAmt
EOY$72,078,696EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$20,180,283BOYAmt
EOY$24,021,757EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$78,593,535BOYAmt
EOY$103,402,476EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$509,585BOYAmt
EOY$539,454EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$3,279,275BOYAmt
EOY$647,871EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$6,004,668EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$1,897,248BOYAmt
EOY$90,702EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$97,560BOYAmt
EOY$89,913EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$5,783,668BOYAmt
EOY$7,372,608EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$3,571,380BOYAmt
EOY$6,583,339EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$69,238,487BOYAmt
EOY$89,446,529EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$72,809,867BOYAmt
EOY$96,029,868EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$78,593,535BOYAmt
EOY$103,402,476EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$13,392,829ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$9,341,995NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$485,177OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$8,646,645CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$13,054,608CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$12,089,243CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$9,293,431CurrentTaxYearMinus1YearAmt
Current Tax Year$15,093,417CurrentTaxYearAmt
Total$58,177,344TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$8,646,645CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$13,054,608CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$12,089,243CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$9,293,431CurrentTaxYearMinus1YearAmt
Current Tax Year$15,093,417CurrentTaxYearAmt
Total$58,177,344TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$10,011,092SubstantialContributorsTotAmt
Public Support Total170$48,166,252PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,823,431CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,229,226CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,067,398CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,895,127CurrentTaxYearMinus1YearAmt
Current Tax Year$1,597,851CurrentTaxYearAmt
Total$9,613,033TotalAmt
FieldValueIRS element (for citing)
Total Support$67,790,377TotalSupportAmt
Gross Receipts Rltd Activities$1,949,211GrossReceiptsRltdActivitiesAmt
Public Support CY1700.71050PublicSupportCY170Pct
Public Support PY1700.73970PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Organization Belongs Afflt GrpYes (X)OrganizationBelongsAffltGrpInd

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$90,000FilingOrganizationsTotalAmt
Affiliated Group Total$90,000AffiliatedGroupTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$90,000FilingOrganizationsTotalAmt
Affiliated Group Total$90,000AffiliatedGroupTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$9,116,657FilingOrganizationsTotalAmt
Affiliated Group Total$11,654,113AffiliatedGroupTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$9,206,657FilingOrganizationsTotalAmt
Affiliated Group Total$11,744,113AffiliatedGroupTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$610,333FilingOrganizationsTotalAmt
Affiliated Group Total$737,206AffiliatedGroupTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$152,583FilingOrganizationsTotalAmt
Affiliated Group Total$184,302AffiliatedGroupTotalAmt

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt
Affiliated Group Total$0AffiliatedGroupTotalAmt

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt
Affiliated Group Total$0AffiliatedGroupTotalAmt

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year Minus3$999,376CurrentYearMinus3Amt
Current Year Minus2$906,477CurrentYearMinus2Amt
Current Year Minus1$1,000,000CurrentYearMinus1Amt
Current Year$737,206CurrentYearAmt
Total$3,643,059TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$5,464,589LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$6,000CurrentYearMinus3Amt
Current Year Minus2$84,750CurrentYearMinus2Amt
Current Year Minus1$59,000CurrentYearMinus1Amt
Current Year$90,000CurrentYearAmt
Total$239,750TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus3$249,844CurrentYearMinus3Amt
Current Year Minus2$226,619CurrentYearMinus2Amt
Current Year Minus1$250,000CurrentYearMinus1Amt
Current Year$184,302CurrentYearAmt
Total$910,765TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$1,366,148GrassrootsCeilingAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held3DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri$33,668DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$64,350DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$2,617,038DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd
Protection Natural HabitatYes (X)ProtectionNaturalHabitatInd
Total Easements3TotalEasementsCnt
Total Acreage314.00TotalAcreageCnt
States Easements Held1StatesEasementsHeldCnt
Written Policy MonitoringYes (1)WrittenPolicyMonitoringInd
Staff Hours Spent Enforcement20.00StaffHoursSpentEnforcementCnt

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$65,168,815BeginningYearBalanceAmt
Contributions$15,089,066ContributionsAmt
Investment Earnings Or Losses$16,242,415InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,712,778GrantsOrScholarshipsAmt
Other Expenditures$3,931,997OtherExpendituresAmt
Administrative Expenses$2,364,795AdministrativeExpensesAmt
End Year Balance$88,490,726EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$64,737,042BeginningYearBalanceAmt
Contributions$10,077,755ContributionsAmt
Investment Earnings Or Losses$738,889InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,860,444GrantsOrScholarshipsAmt
Other Expenditures$5,691,147OtherExpendituresAmt
Administrative Expenses$2,833,280AdministrativeExpensesAmt
End Year Balance$65,168,815EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$64,642,004BeginningYearBalanceAmt
Contributions$8,021,306ContributionsAmt
Investment Earnings Or Losses$4,820,156InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,780,461GrantsOrScholarshipsAmt
Other Expenditures$8,684,015OtherExpendituresAmt
Administrative Expenses$2,281,948AdministrativeExpensesAmt
End Year Balance$64,737,042EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$64,172,950BeginningYearBalanceAmt
Contributions$12,965,719ContributionsAmt
Investment Earnings Or Losses$3,916,284InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,606,931GrantsOrScholarshipsAmt
Other Expenditures$12,290,885OtherExpendituresAmt
Administrative Expenses$2,515,133AdministrativeExpensesAmt
End Year Balance$64,642,004EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$66,451,734BeginningYearBalanceAmt
Contributions$8,425,653ContributionsAmt
Investment Earnings Or Losses$6,270,875InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,362,992GrantsOrScholarshipsAmt
Other Expenditures$6,328,809OtherExpendituresAmt
Administrative Expenses$9,283,511AdministrativeExpensesAmt
End Year Balance$64,172,950EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.00000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.60816PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.39184TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$75,389OtherCostOrOtherBasisAmt
Depreciation$26,505DepreciationAmt
Book Value$48,884BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$48,884TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (7 entries)

DescDescBook ValueBookValueAmt
BEQUESTS RECEIVABLE$125,854
ADVANCES - UW-EAU CLAIRE$669,757
CASH SURRENDER VALUE OF LIFE INSURANCE$362,571
DONATED LAND TO BE HELD IN PREPETUITY$207,308
RELATED PARTY RECEIVABLE$17,669,353
SPLIT INTEREST AGREEMENTS$568,273
BENEFICIAL INTEREST IN A PERPETUAL TRUST$4,418,641
FieldValueIRS element (for citing)
Total Book Value Other Assets$24,021,757TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescINTERNAL CGA LIABILITYDesc
Amt$89,913Amt
FieldValueIRS element (for citing)
Total Liability$89,913TotalLiabilityAmt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART II, LINE 9:CONSERVATION EASEMENTS ARE REPORTED IN THE FINANCIAL STATEMENTS AS REAL ESTATE PROPERTY AT A VALUE OF $1 PER ACRE.
PART V, LINE 4:THERE ARE TWO MAIN USES FOR THE FOUNDATION'S ENDOWMENT FUNDS. FIRST, TO PROVIDE STUDENT SCHOLARSHIPS DESIGNATED SPECIFICALLY BY THE DONORS FOR THIS PURPOSE. SECOND, FOR GENERAL OPERATIONAL SUPPORT OF THE UNIVERSITY'S DEPARTMENTS WHICH HAVE ALSO BEEN SPECIFICALLY DESIGNATED BY THE DONORS.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1UNIVERSITY OF WISCONSIN - EAU CLAIREBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1105 GARFIELD AVENUEAddressLine1Txt
CityEAU CLAIRECityNm
State AbbreviationWIStateAbbreviationCd
ZIP54701ZIPCd
FieldValueIRS element (for citing)
Recipient EIN391805963RecipientEIN
IRC SectionSTATE OF WISCONSINIRCSectionDesc
Non Cash Assistance$4,702,598NonCashAssistanceAmt
Purpose Of GrantUNIVERSITY DEPARTMENT SUPPORTPurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
FACULTY/STAFF AWARDS40$53,442
STUDENT SCHOLARSHIPS1387$2,131,197

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationSTUDENT SCHOLARSHIPS ARE ADMINISTERED THROUGH THE UW-EAU CLAIRE FINANCIAL AIDS OFFICE. USING A DIRECT APPLICATION METHOD, SCHOLARSHIP AWARD AMOUNTS ARE DEPOSITED DIRECTLY INTO THE STUDENT'S UNIVERSITY CAMPUS ACCOUNT. THE FINANCIAL AIDS OFFICE MONITORS ALL THE FINANCIAL AID THAT EACH ENROLLED STUDENT RECEIVES. FACULTY AND STAFF AWARDS ARE ADMINISTERED THROUGH DEPARTMENT CHAIRS OR IN THE CASE OF THE SIX EXCELLENCE AWARDS, THOSE ARE PROCESSED THROUGH STAFF NOMINATIONS SUBMITTED TO A DESIGNATED CAMPUS COMMITTEE.ExplanationTxt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution25ContributionCnt
Noncash Contributions Rpt F990$934,147NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
DescCOMPUTER EQUIPMENTDesc
Contribution1ContributionCnt
Noncash Contributions Rpt F990$363,426NoncashContributionsRptF990Amt
Method Of Determining RevenuesCOST OF DONATED EQUIMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART III, LINE 3OPERATIONS OF BLUGOLD RADIO CEASED ON 12/16/2020.
FORM 990, PART VI, SECTION A, LINE 2BOARD DIRECTORS TIMOTHY HOEPPNER AND MELISSA HOEPPNER HAVE A FAMILY RELATIONSHIP. BOARD DIRECTORS JIM MELLINGER AND SARA MELLINGER HAVE A FAMILY RELATIONSHIP. BOARD DIRECTORS DR. DANIEL KINCAID AND BOARD ASSISTANT SECRETARY KERRY KINCAID HAVE A FAMILY RELATIONSHIP.
FORM 990, PART VI, SECTION A, LINE 3THE ORGANIZATION CONTRACTS WITH THE UNIVERSITY OF WISCONSIN-EAU CLAIRE TO LEASE EMPLOYEES. THE ORGANIZATION ESTIMATES THAT APPROXIMATELY $147,000 OF THE PRESIDENT'S SALARY AND $68,000 OF THE ASSISTANT TREASURY'S SALARY IS FOR SERVICES RENDERED TO THE ORGANIZATION. THESE INDIVIDUALS ARE NOT OFFICERS, DIRECTORS, OR KEY EMPLOYEES OF THE UNIVERSITY OF WISCONSIN-EAU CLAIRE.
FORM 990, PART VI, SECTION B, LINE 11BFORM 990 IS EMAILED TO ALL AUDIT COMMITTEE MEMBERS AND IS REVIEWED AND APPROVED BY THE ASSISTANT TREASURER, TREASURER, AUDIT COMMITTEE CHAIR, AND EXECUTIVE DIRECTOR PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CEACH DIRECTOR, PRINCIPAL OFFICER, AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS SUCH PERSON: (A) HAS RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY, (B) HAS READ AND UNDERSTANDS THE POLICY, (C) HAS AGREED TO COMPLY WITH THE POLICY, AND (D) UNDERSTANDS THE ORGANIZATION IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. A FOUNDATION BOARD MEMBER WHO HAS A KNOWN MATERIAL FINANCIAL INTEREST IN A PENDING OR PROPOSED TRANSACTION OR BUSINESS ARRANGEMENT INVOLVING THE UW-EAU CLAIRE FOUNDATION SHALL PROMPTLY DISCLOSE TO THE BOARD THE EXISTENCE OF THE INTEREST AND OTHER MATERIAL INFORMATION THAT THE BOARD MEMBER MAY HAVE REGARDING THE TRANSACTION OR ARRANGEMENT. THE FOUNDATION SECRETARY SHALL REVIEW THE ANNUAL DISCLOSURES AND WILL PROMPTLY SUBMIT TO THE FOUNDATION'S EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE WILL REVIEW THE MATTER AND DETERMINE WHETHER THERE IS A CONFLICT OF INTEREST. IF THE INTERESTS BEING REVIEWED INVOLVE A MEMBER OF THE EXECUTIVE COMMITTEE, THE MEMBER SHALL NOT PARTICIPATE IN OR BE PRESENT DURING THE COMMITTEE'S CONSIDERATION OF THE MATTER EXCEPT AS REQUESTED BY THE COMMITTEE TO ANSWER QUESTIONS OR PROVIDE INFORMATION. IF A CONFLICT IS DETERMINED TO BE PRESENT, THE INTERESTED BOARD MEMBER WILL HAVE AN OPPORTUNITY TO COMMENT OR ADDRESS THE ISSUE WITH THE EXECUTIVE COMMITTEE. FOR VOTE ON THE MATTER, THE INTERESTED MEMBER WILL ABSTAIN FROM FINAL DISCUSSION AND MAJORITY VOTE WITH THE REMAINING BOARD.
FORM 990, PART VI, SECTION C, LINE 19GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST OR ORGANIZATION'S WEBSITE.
FORM 990, PART XI, LINE 9:CHANGE IN VALUE OF BEQUESTS -43,639. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 118,316. CHANGE IN CASH SURRENDER VALUE OF LIFE INSURANCE 23,862. CHANGE IN VALUE OF BENEFICIAL INTERESTS 386,638.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
BLUGOLD RADIO LLC
105 GARFIELD AVENUEEAU CLAIREWI54701811439201TO HOLD AND OPERATE A RADIO STATION FOR THE COMMUNITY.WI-$342,658$0UNIVERSITY OF WISCONSIN - EAU CLAIRE FOUNDATION INC
BLUGOLD ENTREPRENEURS LLC
105 GARFIELD AVENUEEAU CLAIREWI54701842857064TO MONITOR THE ENTREPRENEURIAL EDUCATION PROGRAMS.WI$0$0UNIVERSITY OF WISCONSIN - EAU CLAIRE FOUNDATION INC
BLUGOLD ROAST COFFEE LLC
105 GARFIELD AVENUEEAU CLAIREWI54701842856665TO HOLD A ROAST COFFEE DISTRIBUTION OPERATION WITH RELATED BRANDED PRODUCTSWI$5,318$7,874UNIVERSITY OF WISCONSIN - EAU CLAIRE FOUNDATION INC
CLEARWATER LABS LLC
105 GARFIELD AVENUEEAU CLAIREWI54701841957602TO OPERATE A SPECIFIC ENTREPRENEURIAL EDUCATION PROGRAM FOR THE UNIVERSITY.WI$496$0UNIVERSITY OF WISCONSIN - EAU CLAIRE FOUNDATION INC

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1BLUGOLD REAL ESTATE FOUNDATION INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1105 GARFIELD AVENUEAddressLine1Txt
CityEAU CLAIRECityNm
State AbbreviationWIStateAbbreviationCd
ZIP54701ZIPCd
FieldValueIRS element (for citing)
EIN471689874EIN
Primary ActivitiesTO OPERATE REAL ESTATE FOR THE BENEFIT OF UW-EAU CLAIRE FOUNDATION, INC.PrimaryActivitiesTxt
Legal Domicile StateWILegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity StatusLINE 12A, IPublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1UNIVERSITY OF WISCONSIN - EAU CLAIREBusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled OrganizationYes (1)ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsYes (1)ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgYes (1)LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgYes (1)LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
BLUGOLD REAL ESTATE FOUNDATION INC
D$17,669,353CASH
BLUGOLD REAL ESTATE FOUNDATION INC
A$667,759CASH

Affiliated Group Schedule AffiliatedGroupSchedule

Affiliated Schedule AffiliatedScheduleGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BLUGOLD REAL ESTATE FOUNDATION INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1105 GARFIELD AVENUEAddressLine1Txt
CityEAU CLAIRECityNm
State AbbreviationWIStateAbbreviationCd
ZIP54701ZIPCd
FieldValueIRS element (for citing)
EIN471689874EIN
Total Grassroots Lobby$0TotalGrassrootsLobbyAmt
Total Direct Lobby$0TotalDirectLobbyAmt
Total Lobby Expenditure$0TotalLobbyExpenditureAmt
Other Exempt Purpose Expend$2,537,456OtherExemptPurposeExpendAmt
Total Exempt Purpose Expend$2,537,456TotalExemptPurposeExpendAmt
Lobby Nontx$276,873LobbyNontxAmt
Grassroots Nontx$69,218GrassrootsNontxAmt
Total Lobby Grssroot Mns Nontx$0TotalLobbyGrssrootMnsNontxAmt
Tot Lbby Expend Mns Lobby Nontx$0TotLbbyExpendMnsLobbyNontxAmt
Share Excess Lobby Expend$0ShareExcessLobbyExpendAmt

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