UNIVERSITY OF WISCONSIN-EAU CLAIRE FOUNDATION INC: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
UNIVERSITY OF WISCONSIN-EAU CLAIRE FOUNDATION INC (EIN 39-0972350)
Tax period
2019-07-01 to 2020-06-30
Filed
2021-03-19
IRS object ID
202140789349301139
Schema version
2019v5.2
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)
Return2021-03-19T17:03:01-05:00ReturnTs
Tax Period End2020-06-30TaxPeriodEndDt

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 Begin2019-07-01TaxPeriodBeginDt

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 Line1105 GARFIELD AVENUEAddressLine1Txt
CityEAU CLAIRECityNm
State AbbreviationWIStateAbbreviationCd
ZIP54701ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKIMERA M WAYPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone7158365180PhoneNum
Signature2021-03-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL J PETERSON CPAPreparerPersonNm
PTINP01833529PTIN
Phone2187224705PhoneNum
Preparation2021-03-08PreparationDt
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerKIMERA M WAYPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1105 GARFIELD AVENUEAddressLine1Txt
CityEAU CLAIRECityNm
State AbbreviationWIStateAbbreviationCd
ZIP54701ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$34,963,078GrossReceiptsAmt
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 Body32VotingMembersGoverningBodyCnt
Voting Members Independent32VotingMembersIndependentCnt
Total Employee28TotalEmployeeCnt
Total Volunteers32TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$12,089,243PYContributionsGrantsAmt
CY Contributions Grants$9,293,431CYContributionsGrantsAmt
PY Program Service Revenue$198,808PYProgramServiceRevenueAmt
CY Program Service Revenue$163,301CYProgramServiceRevenueAmt
PY Investment Income$2,412,990PYInvestmentIncomeAmt
CY Investment Income$1,845,694CYInvestmentIncomeAmt
PY Other Revenue$285,195PYOtherRevenueAmt
CY Other Revenue$147,703CYOtherRevenueAmt
PY Total Revenue$14,986,236PYTotalRevenueAmt
CY Total Revenue$11,450,129CYTotalRevenueAmt
PY Grants And Similar Paid$12,342,217PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$7,939,967CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$88,674PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$93,728CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$793,358CYTotalFundraisingExpenseAmt
PY Other Expenses$2,831,669PYOtherExpensesAmt
CY Other Expenses$2,535,874CYOtherExpensesAmt
PY Total Expenses$15,262,560PYTotalExpensesAmt
CY Total Expenses$10,569,569CYTotalExpensesAmt
PY Revenues Less Expenses-$276,324PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$880,560CYRevenuesLessExpensesAmt
Total Assets BOY$81,918,098TotalAssetsBOYAmt
Total Assets EOY$78,593,535TotalAssetsEOYAmt
Total Liabilities BOY$9,816,962TotalLiabilitiesBOYAmt
Total Liabilities EOY$5,783,668TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$72,101,136NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$72,809,867NetAssetsOrFundBalancesEOYAmt
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 Change0SignificantChangeInd
Expense$5,555,223ExpenseAmt
Grant$5,555,223GrantAmt
Revenue$126,639RevenueAmt
DescTHE FOUNDATION DISBURSED 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$2,384,744ExpenseAmt
Grant$2,384,744GrantAmt
Revenue$0RevenueAmt
DescSTUDENT SCHOLARSHIPS AND AWARDS IS THE SECOND LARGEST PROGRAM SERVICE OFFERED BY THE FOUNDATION. THIS EQUATES TO 30% OF TOTAL PROGRAM EXPENSES. FUNDING COMES FROM RESTRICTED AND UNRESTRICTED FUNDS. THE NUMBER OF SCHOLARSHIP RECIPIENTS IS OVER 1,394 STUDENTS.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$98,922ExpenseAmt
Grant$0GrantAmt
Revenue$36,662RevenueAmt
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.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$8,038,889TotalProgramServiceExpensesAmt
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 Document39IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee28EmployeeCnt
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 Members32GoverningBodyVotingMembersCnt
Independent Voting Member32IndependentVotingMemberCnt
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 Line1105 GARFIELD AVENUEAddressLine1Txt
CityEAU CLAIRECityNm
State AbbreviationWIStateAbbreviationCd
ZIP54701ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (40 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
KIMERA M WAY
PRESIDENT50.001.00Yes (X)$0$0$0
COBY KOHN
ASSISTANT TREASURER45.001.00Yes (X)$0$0$0
KEITH DONNERMEYER
CHAIR0.10Yes (X)$0$0$0Yes (X)
ANDREW BURISH
PAST CHAIR0.10Yes (X)$0$0$0Yes (X)
GEORGE STROEBEL
PAST CHAIR (THRU OCTOBER)0.10Yes (X)$0$0$0Yes (X)
ERIC WAN
VICE CHAIR0.10Yes (X)$0$0$0Yes (X)
HON CATHERINE FURAY
TREASURER (THRU OCTOBER)0.10Yes (X)$0$0$0Yes (X)
PATRICIA LIEN
ASSISTANT TREASURER0.101.00Yes (X)$0$0$0Yes (X)
LORI MAASSEN
ASSISTANT TREASURER0.10Yes (X)$0$0$0Yes (X)
BRANDON RIECHERS
ASSISTANT TREASURER0.10Yes (X)$0$0$0Yes (X)
CHRISTINE SMITH
SECRETARY0.10Yes (X)$0$0$0Yes (X)
KERRY KINCAID
ASSISTANT SECRETARY0.10Yes (X)$0$0$0Yes (X)
MICHELLE OLSON
ASSISTANT SECRETARY0.10Yes (X)$0$0$0Yes (X)
JASON WUDI
ASSISTANT SECRETARY0.10Yes (X)$0$0$0Yes (X)
TIMOTHY BALL
DIRECTOR0.10$0$0$0Yes (X)
TODD EBERHARDT
DIRECTOR0.10$0$0$0Yes (X)
BRIAN ELWOOD
DIRECTOR0.10$0$0$0Yes (X)
SARAH FRENCH
DIRECTOR (THRU OCTOBER)0.10$0$0$0Yes (X)
CHOPS HANCOCK
DIRECTOR0.101.00$0$0$0Yes (X)
DR MELISSA HOEPPNER
DIRECTOR0.10$0$0$0Yes (X)
TIMOTHY HOEPPNER
DIRECTOR0.101.00$0$0$0Yes (X)
DR DANIEL KINCAID
DIRECTOR0.10$0$0$0Yes (X)
JEFFREY LANG
DIRECTOR0.10$0$0$0Yes (X)
JEFFREY LIDDICOAT
DIRECTOR0.10$0$0$0Yes (X)
NEIL LIPINSKI
DIRECTOR (THRU OCTOBER)0.101.00$0$0$0Yes (X)
ERIK LUNDBERG
DIRECTOR0.10$0$0$0Yes (X)
JIM MELLINGER
DIRECTOR0.10$0$0$0Yes (X)
SARA MELLINGER
DIRECTOR0.10$0$0$0Yes (X)
DAVID MORAN
DIRECTOR (THRU OCTOBER)0.10$0$0$0Yes (X)
JILL MUENICH
DIRECTOR0.10$0$0$0Yes (X)
REGI MUNRO
DIRECTOR0.10$0$0$0Yes (X)
SCOTT PETERSON
DIRECTOR0.10$0$0$0Yes (X)
ANGELA PITTMAN TAYLOR
DIRECTOR0.10$0$0$0Yes (X)
KELLI QUINN
DIRECTOR0.10$0$0$0Yes (X)
MARY JO QUINN
DIRECTOR0.10$0$0$0Yes (X)
DR SUZANNE SCHMIDT
DIRECTOR0.10$0$0$0Yes (X)
RICK SCHRODER
DIRECTOR (THRU OCTOBER)0.10$0$0$0Yes (X)
RAYMOND SKWIERCZYNSKI
DIRECTOR0.10$0$0$0Yes (X)
BILL SPARKES
DIRECTOR0.10$0$0$0Yes (X)
MARY ANN SWAN
DIRECTOR0.10$0$0$0Yes (X)
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$11,133,292CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
All Other Contributions$9,293,431AllOtherContributionsAmt
Noncash Contributions$750,623NoncashContributionsAmt
Total Contributions$9,293,431TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
ALUMNI EVENTS900099$107,218$107,218
BLUGOLD RADIO900099$36,662$36,662
PROGRAM RENTAL INCOME900099$19,421$19,421
FieldValueIRS element (for citing)
Total Program Service Revenue$163,301TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,880,471TotalRevenueColumnAmt
Exclusion$1,880,471ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$14,656TotalRevenueColumnAmt
Exclusion$14,656ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$23,432,586SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$23,467,363SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$34,777SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$34,777TotalRevenueColumnAmt
Exclusion-$34,777ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$15,149GrossSalesOfInventoryAmt
Cost Of Goods Sold$45,586CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column-$30,437TotalRevenueColumnAmt
Exclusion-$30,437ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescADMINISTRATIVE INCOMEDesc
Business900099BusinessCd
Total Revenue Column$163,484TotalRevenueColumnAmt
Exclusion$163,484ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$163,484OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$11,450,129TotalRevenueColumnAmt
Related Or Exempt Func Income$163,301RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,993,397ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$5,555,223TotalAmt
Program Services$5,555,223ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$2,384,744TotalAmt
Program Services$2,384,744ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$86,558TotalAmt
Program Services$86,558ProgramServicesAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$7,170TotalAmt
Program Services$7,170ProgramServicesAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$1,269,609TotalAmt
Management And General$844,044ManagementAndGeneralAmt
Fundraising$425,565FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$1,350TotalAmt
Management And General$1,350ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$22,998TotalAmt
Management And General$22,998ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$233,226TotalAmt
Management And General$233,226ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$253,275TotalAmt
Management And General$223,147ManagementAndGeneralAmt
Fundraising$30,128FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$3,893TotalAmt
Management And General$3,893ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$118,683TotalAmt
Management And General$8,048ManagementAndGeneralAmt
Fundraising$110,635FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$104TotalAmt
Management And General$104ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$22,969TotalAmt
Management And General$22,969ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$60,595TotalAmt
Fundraising$60,595FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$5,674TotalAmt
Management And General$5,674ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$15,779TotalAmt
Management And General$15,779ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$64,945TotalAmt
Management And General$64,945ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$18,076TotalAmt
Management And General$18,076ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
DUES AND SUBSCRIPTIONS$195,446$195,446
STUDENT HELP$125,965$125,965
DONOR CULTIVATION$40,470$40,470
EVENT EXPENSES$34,750$34,750

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$48,067TotalAmt
Program Services$5,194ProgramServicesAmt
Management And General$42,873ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$10,569,569TotalAmt
Program Services$8,038,889ProgramServicesAmt
Management And General$1,737,322ManagementAndGeneralAmt
Fundraising$793,358FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$721,014BOYAmt
EOY$598,131EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$8,589,316BOYAmt
EOY$5,505,268EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$561,119BOYAmt
EOY$78,681EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$840,615BOYAmt
EOY$968,609EOYAmt

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$78,948BOYAmt
EOY$94,614EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$939,166LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$266,121LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$737,197BOYAmt
EOY$673,045EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$50,963,405BOYAmt
EOY$50,450,306EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$19,381,886BOYAmt
EOY$20,180,283EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$81,918,098BOYAmt
EOY$78,593,535EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,215,878BOYAmt
EOY$509,585EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$7,991,280BOYAmt
EOY$3,279,275EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$549,654BOYAmt
EOY$1,897,248EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$60,150BOYAmt
EOY$97,560EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$9,816,962BOYAmt
EOY$5,783,668EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$11,322,926BOYAmt
EOY$3,571,380EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$60,778,210BOYAmt
EOY$69,238,487EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$72,101,136BOYAmt
EOY$72,809,867EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$81,918,098BOYAmt
EOY$78,593,535EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$880,560ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$42,586NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$214,415OtherChangesInNetAssetsAmt
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$11,056,391CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$8,646,645CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$13,054,608CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$12,089,243CurrentTaxYearMinus1YearAmt
Current Tax Year$9,293,431CurrentTaxYearAmt
Total$54,140,318TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$11,056,391CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$8,646,645CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$13,054,608CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$12,089,243CurrentTaxYearMinus1YearAmt
Current Tax Year$9,293,431CurrentTaxYearAmt
Total$54,140,318TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$6,899,905SubstantialContributorsTotAmt
Public Support Total170$47,240,413PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,705,084CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,823,431CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,229,226CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,067,398CurrentTaxYearMinus1YearAmt
Current Tax Year$1,895,127CurrentTaxYearAmt
Total$9,720,266TotalAmt
FieldValueIRS element (for citing)
Total Support$63,860,584TotalSupportAmt
Gross Receipts Rltd Activities$2,037,024GrossReceiptsRltdActivitiesAmt
Public Support CY1700.73970PublicSupportCY170Pct
Public Support PY1700.73600PublicSupportPY170Pct
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$59,000FilingOrganizationsTotalAmt
Affiliated Group Total$59,000AffiliatedGroupTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$59,000FilingOrganizationsTotalAmt
Affiliated Group Total$59,000AffiliatedGroupTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$10,510,569FilingOrganizationsTotalAmt
Affiliated Group Total$18,260,581AffiliatedGroupTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$10,569,569FilingOrganizationsTotalAmt
Affiliated Group Total$18,319,581AffiliatedGroupTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$678,478FilingOrganizationsTotalAmt
Affiliated Group Total$1,000,000AffiliatedGroupTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$169,620FilingOrganizationsTotalAmt
Affiliated Group Total$250,000AffiliatedGroupTotalAmt

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$695,209CurrentYearMinus3Amt
Current Year Minus2$999,376CurrentYearMinus2Amt
Current Year Minus1$906,477CurrentYearMinus1Amt
Current Year$1,000,000CurrentYearAmt
Total$3,601,062TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$5,401,593LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus2$6,000CurrentYearMinus2Amt
Current Year Minus1$84,750CurrentYearMinus1Amt
Current Year$59,000CurrentYearAmt
Total$149,750TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus3$173,802CurrentYearMinus3Amt
Current Year Minus2$249,844CurrentYearMinus2Amt
Current Year Minus1$226,619CurrentYearMinus1Amt
Current Year$250,000CurrentYearAmt
Total$900,265TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$1,350,398GrassrootsCeilingAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held3DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri$34,168DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$55,304DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$2,182,572DonorAdvisedFundsVlEOYAmt
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$62,908,828BeginningYearBalanceAmt
Contributions$10,077,755ContributionsAmt
Investment Earnings Or Losses$738,889InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,860,444GrantsOrScholarshipsAmt
Other Expenditures$2,428,563OtherExpendituresAmt
Administrative Expenses$2,678,749AdministrativeExpensesAmt
End Year Balance$66,757,716EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$64,642,004BeginningYearBalanceAmt
Contributions$8,021,306ContributionsAmt
Investment Earnings Or Losses$2,991,942InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,780,461GrantsOrScholarshipsAmt
Other Expenditures$8,684,015OtherExpendituresAmt
Administrative Expenses$2,281,948AdministrativeExpensesAmt
End Year Balance$62,908,828EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$66,536,458BeginningYearBalanceAmt
Contributions$11,035,245ContributionsAmt
Investment Earnings Or Losses-$899,341InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,351,946GrantsOrScholarshipsAmt
Other Expenditures$7,626,464OtherExpendituresAmt
Administrative Expenses$1,242,218AdministrativeExpensesAmt
End Year Balance$66,451,734EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.00000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.54840PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.45160TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$939,166OtherCostOrOtherBasisAmt
Depreciation$266,121DepreciationAmt
Book Value$673,045BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$673,045TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (6 entries)

DescDescBook ValueBookValueAmt
BEQUESTS RECEIVABLE$664,482
ADVANCES - UW-EAU CLAIRE$682,269
CASH SURRENDER VALUE OF LIFE INSURANCE$338,709
DONATED LAND TO BE HELD IN PREPETUITY$207,308
RELATED PARTY RECEIVABLE$17,800,037
SPLIT INTEREST AGREEMENTS$487,478
FieldValueIRS element (for citing)
Total Book Value Other Assets$20,180,283TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescINTERNAL CGA LIABILITYDesc
Amt$97,560Amt
FieldValueIRS element (for citing)
Total Liability$97,560TotalLiabilityAmt

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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
UNIVERSITY OF WISCONSIN - EAU CLAIRE
105 GARFIELD AVENUEEAU CLAIREWI54701391805963STATE OF WISCONSIN$4,555,223UNIVERSITY DEPARTMENT SUPPORT
BLUGOLD REAL ESTATE FOUNDATION INC
105 GARFIELD AVENUEEAU CLAIREWI54701471689874501(C)(3)$1,000,000ORGANIZATION SUPPORT
FieldValueIRS element (for citing)
Total501c3 Org2Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

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

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
FACULTY/STAFF AWARDS21$30,240
STUDENT SCHOLARSHIP1394$2,354,504

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
Contribution26ContributionCnt
Noncash Contributions Rpt F990$550,653NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
DescSOUND & RECORDING EQUIPMENTDesc
Contribution1ContributionCnt
Noncash Contributions Rpt F990$200,000NoncashContributionsRptF990Amt
Method Of Determining RevenuesCOST OF DONATED PROPMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received1Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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 $153,147 OF THE PRESIDENT'S SALARY AND $89,193 OF THE ASSISTANT TREASURER'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 11B990 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 -212,557. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -15,374. CHANGE IN CASH SURRENDER VALUE OF LIFE INSURANCE 13,516.

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$40,449$676,116UNIVERSITY OF WISCONSIN - EAU CLAIRE FOUNDATION INC
BLUGOLD ENTREPRENEURS LLC
105 GARFIELD AVENUEEAU CLAIREWI54701842857064TO MONITOR THE ENTREPRENEURIAL EDUCATION PROGRAMS.WI$0$2,143UNIVERSITY OF WISCONSIN - EAU CLAIRE FOUNDATION INC
BLUGOLD ROAST COFFEE LLC
105 GARFIELD AVENUEEAU CLAIREWI54701842856665TO HOLD A ROAST COFFEE DISTRIBUTION OPERATION WITH RELATED BRANDED PRODUCTSWI$4,546$1,496UNIVERSITY OF WISCONSIN - EAU CLAIRE FOUNDATION INC
CLEARWATER LABS LLC
105 GARFIELD AVENUEEAU CLAIREWI54701841957602TO OPERATE A SPECIFIC ENTREPRENEURIAL EDUCATION PROGRAM FOR THE UNIVERSITY.WI$14,875$4,426UNIVERSITY 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 OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgYes (1)LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
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 (3 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
BLUGOLD REAL ESTATE FOUNDATION INC
D$16,663,788CASH
BLUGOLD REAL ESTATE FOUNDATION INC
A$665,586CASH
BLUGOLD REAL ESTATE FOUNDATION INC
B$1,000,000CASH

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$7,750,012OtherExemptPurposeExpendAmt
Total Exempt Purpose Expend$7,750,012TotalExemptPurposeExpendAmt
Lobby Nontx$537,501LobbyNontxAmt
Grassroots Nontx$134,375GrassrootsNontxAmt
Total Lobby Grssroot Mns Nontx$0TotalLobbyGrssrootMnsNontxAmt
Tot Lbby Expend Mns Lobby Nontx$0TotLbbyExpendMnsLobbyNontxAmt
Share Excess Lobby Expend$0ShareExcessLobbyExpendAmt

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