2020-11-16T14:45:01-06:00 2020-06-30 390974031 WEGNER CPAS LLP 2921 LANDMARK PL STE 300 MADISON WI 537134236 990 2019-07-01 391828080 SOUTHWEST WISCONSIN TECHNICAL COLLEGE FOUNDATION INC SOUT 6088223262 1800 BRONSON BLVD FENNIMORE WI 538099778 HOLLY CLENDENEN EXECUTIVE DIRECTOR 6088223262 2020-11-16 1 SCOTT HAUMERSEN CPA P00084908 6082744020 66.222.124.178 2020-11-16 12:59:09 CS P BAF93092400A7665F4A65B16EBECF5E5B591AC5F 74B0C536FBDEA54BE69F712409E5EA3D5A3AE8D3 2019 2021-01-29 14:40:06Z HOLLY CLENDENEN 1800 BRONSON BLVD FENNIMORE WI 538099778 1042334 0 X WWW.SWTC.EDU X 1980 WI PROVIDE SCHOLARSHIPS AND ASSISTANCE TO STUDENTS AND FACULTY FOR THE PRIMARY BENEFIT OF SOUTHWEST WISCONSIN TECHNICAL COLLEGE. 12 14 0 14 0 0 931733 679613 0 9649 175954 -78450 23100 11144 1130787 621956 308878 780274 0 0 0 0 0 0 26334 102465 85503 411343 865777 719444 -243821 4750449 4703870 10517 0 4739932 4703870 PROMOTE LEARNING THROUGH FUNDING AND ACTIVITIES THAT ENABLES SOUTHWEST TECH TO PROVIDE OPPORTUNITIES FOR SUCCESS. 0 0 785194 780274 9649 SOUTHWEST WISCONSIN TECHNICAL COLLEGE FOUNDATION ANNUALLY AWARDS SCHOLARSHIPS AND PROVIDES EMERGENCY GRANTS, STUDENT SUPPORT FUNDS, AND ACADEMIC PROGRAM SUPPORT TO SOUTHWEST TECH STUDENTS. IN ADDITION, PROFESSIONAL DEVELOPMENT FUNDS ARE PROVIDED TO SOUTHWEST TECH FACULTY, STAFF AND ADMINISTRATION AS WELL AS FUNDING FOR CAPITAL PROJECTS AND COLLEGE PRIORITY PROJECTS. 785194 1 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 12 14 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 WI X X HOLLY CLENDENEN 6088222362 1800 BRONSON BLVD FENNIMORE WI 538099778 X JOYCE CZAJKOWSKI PHD PRESIDENT 0.25 X X 0 0 0 SHEILA RUCHTI VICE PRESIDENT 0.25 X X 0 0 0 THERESA BRAUDT TREASURER 0.20 X X 0 0 0 KARLA FISHNICK DIRECTOR 0.25 X 0 0 0 CONNIE HABERKORN DIRECTOR 0.25 X 0 0 0 LINDA PARRISH DIRECTOR 0.25 X 0 0 0 DR JASON WOOD EX-OFFICIO MEMBER 0.25 X 0 0 0 JERRY BRUNER SECRETARY 0.25 X X 0 0 0 COURTNEY FRIESE DIRECTOR 0.25 X 0 0 0 BEN WOOD DIRECTOR 0.25 0.50 X 0 0 0 MISSY FRITZSIMONS DISTRICT BOARD REPRESENTATIVE 0.25 X 0 0 0 LISA GOTZINGER DIRECTOR 0.25 X 0 0 0 DEBBIE JOHNSON DIRECTOR 0.25 X 0 0 0 ROSE KELLEY DIRECTOR 0.25 X 0 0 0 BETH MIKRUT-GILLES DIRECTOR 0.25 X 0 0 0 HOLLY CLENDENEN EXECUTIVE DIRECTOR 30.00 10.00 X 0 0 0 0 0 0 0 0 0 0 0 679613 34826 679613 9649 9649 9649 164329 164329 177599 420378 -242779 -242779 -242779 9338 0 9338 9338 1806 1806 1806 621956 9649 0 -67306 488095 488095 292179 292179 8393 8393 20249 20249 5722 5722 1540 1540 39809 4920 13850 21039 1327 1327 4588 1835 2753 3875 1333 2542 865777 785194 54249 26334 52709 51373 369430 245990 110751 68140 1400 1400 611 0 4215548 4313997 0 22970 4750449 4703870 10517 0 10517 0 X 203402 143633 4536530 4560237 4739932 4703870 4750449 4703870 -243821 207759 0 X 0 1 X 1 0 X 401436 759886 743704 935990 679613 3520629 401436 759886 743704 935990 679613 3520629 212717 3307912 69299 65955 215591 164904 164329 680078 4200707 521451 0.78750 0.82030 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 3684124 60208 84842 97262 50 55713 3676149 3013231 647315 159080 76062 4642 54798 3684124 2974942 261394 265539 63772 373589 51283 3013231 2740060 76472 282702 113160 11132 2974942 2702642 79266 60240 82210 19878 2740060 0.00000 0.92830 0.07170 0 0 0 1478426 207759 668960 -20249 856470 621956 0 621956 1514488 668960 668960 845528 20249 20249 865777 PART IV, LINE 2B: THE FOUNDATION ADMINISTERED AN EMERGENCY LOAN FUND WHERE STUDENTS OBTAINED MODEST SHORT-TERM LOANS FOR SCHOOL AND/OR PERSONAL EXPENSES. PART V, LINE 4: THE FOUNDATION'S ENDOWMENT FUNDS PROVIDE SCHOLARSHIPS TO STUDENTS PURSUING ASSOCIATE DEGREES AND TECHNICAL DIPLOMAS AND WHO MEET SPECIFIED CRITERIA, PROVIDE ASSISTANCE TO FACULTY FURTHERING THEIR PROFESSIONAL DEVELOPMENT, AND SUPPORT CERTAIN SPECIAL PROJECTS AND EVENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES REPORTED ON FORM 990, PART IX, LINE 11F -20,249. 1 SOUTHWEST WISCONSIN TECHNICAL COLLEGE 1800 BRONSON BLVD FENNIMORE WI 538099778 391088496 WISCONSIN TECHNICAL 453269 34826 COST/SELLING PRICE SOFTWARE, EQUIPMENT, AND SUPPLIES FOR COLLEGE PROGRAMS ASSISTANCE TO VARIOUS COLLEGE PROGRAMS AND STUDENT CLUBS AND ORGANIZATIONS 0 1 SCHOLARSHIPS TO STUDENTS PURSUING ASSOCIATE DEGREES AND TECHNICAL DIPLOMAS 322 292179 PART I, LINE 2: THE FOUNDATION DISBURSES SCHOLARSHIP FUNDS ON A SEMESTER BASIS DIRECTLY TO SOUTHWEST WISCONSIN TECHNICAL COLLEGE'S BUSINESS OFFICE ON BEHALF OF THE RECIPIENT. BEFORE THE FOUNDATION DISBURSES SCHOLARSHIP FUNDS FOR A SEMESTER, IT VERIFIES THE RECIPIENT MEETS THE NECESSARY CRITERIA OF THE AWARD. GRANTS FOR AWARDS OTHER THAN SCHOLARSHIPS MUST FOLLOW THE SIGNED AGREEMENT OUTLINING THE PURPOSES OF THE GIFT. X 171 COST/SELLING PRICE X 1 6000 COST/SELLING PRICE X 60 3909 COST/SELLING PRICE X EQUIPMENT 12 14920 COST/SELLING PRICE X SUPPLIES 9 5065 COST/SELLING PRICE X GIFT CERTIFICATES 14 4761 FACE AMOUNT 1 0 1 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS IN COLUMN (B). FORM 990, PART VI, SECTION A, LINE 3 HOLLY CLENDENEN IS AN EMPLOYEE OF SOUTHWEST WISCONSIN TECHNICAL COLLEGE WHERE HER POSITION IS THE EXECUTIVE DIRECTOR OF SOUTHWEST WISCONSIN TECHNICAL COLLEGE FOUNDATION, INC. AND SWTC REAL ESTATE FOUNDATION, INC. FORM 990, PART VI, SECTION B, LINE 11B THE PREPARED FORM 990 IS REVIEWED BY THE FOUNDATION DIRECTOR BEFORE THE RETURN IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE FOUNDATION'S CONFLICT OF INTEREST POLICY COVERS ALL OF ITS DIRECTORS AND PRINCIPAL OFFICERS, AS DEFINED IN THE POLICY. ANY DIRECTOR, PRINCIPAL OFFICER, OR MEMBER OF A COMMITTEE WITH BROAD AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY WHO HAS A DIRECT OR INDIRECT FINANCIAL INTEREST, AS DEFINED IN THE POLICY, IS CONSIDERED AN INTERESTED PERSON. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE MUST LEAVE THE MEETING OF THE GOVERNING BODY WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING DIRECTORS WILL DECIDE IF A CONFLICT OF INTEREST EXISTS. AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE MEETING OF THE GOVERNING BODY, BUT AFTER THE PRESENTATION HE/SHE MUST LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST. AFTER EXERCISING DUE DILIGENCE, THE GOVERNING BODY WILL DETERMINE WHETHER THE FOUNDATION CAN OBTAIN WITH REASONABLE EFFORTS A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. TO ENSURE THE FOUNDATION OPERATES IN A MANNER CONSISTENT WITH CHARITABLE PURPOSES AND DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS TAX-EXEMPT STATUS, THE FOUNDATION WILL CONDUCT PERIODIC REVIEWS OF, BUT NOT LIMITED TO, WHETHER PARTNERSHIPS OR OTHER ARRANGEMENTS WITH THIRD PARTIES CONFORM TO THE FOUNDATION'S WRITTEN POLICIES, ARE PROPERLY RECORDED, REFLECT REASONABLE INVESTMENT OR PAYMENTS FOR GOODS AND SERVICES, FURTHER CHARITABLE PURPOSES AND DO NOT RESULT IN INUREMENT, IMPERMISSIBLE PRIVATE BENEFIT, OR IN AN EXCESS BENEFIT TRANSACTION. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC ON SOUTHWEST WISCONSIN TECHNICAL COLLEGE'S WEBSITE AS WELL AS UPON REQUEST. SWTC REAL ESTATE FOUNDATION INC 1800 BRONSON BLVD FENNIMORE WI 53809 474348094 OPERATE ON-CAMPUS STUDENT HOUSING UNITS WI 501(C)(3) LINE 12A, I SOUTHWEST WISCONSIN TECHNICAL COLLEGE FOUNDATION INC 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SWTC REAL ESTATE FOUNDATION INC D 2282698 LOAN BALANCE