2019-05-15T12:03:12-05:00 2018-06-30 410746749 CLIFTONLARSONALLEN LLP 8215 GREENWAY BOULEVARD SUITE 600 MIDDLETON WI 53562 990 2017-07-01 396081189 UW-WHITEWATER FOUNDATION INC UW-W 2624721105 800 WEST MAIN STREET WHITEWATER WI 531901790 DEBRA PETRASEK CFO 2624721105 2019-05-14 1 KIMBERLY ANDERSON CPA P00188889 6086628600 2019-05-14 67.137.57.251 2019-05-14 15:49:39 CD P 05D40396C64CAAEAD6B5F0229E39251D2935E1B1 DF9D79168A30906DEA4AE9FC5B76B1EA8B502D89 2017 2019-02-21 02:37:17Z LAUREE MILLER 800 WEST MAIN STREET WHITEWATER WI 531901790 9631914 0 X WWW.UWW.EDU/FOUNDATION X 1962 WI THE UW-WHITEWATER FOUNDATION INSPIRES PHILANTHROPIC SUPPORT FOR THE UNIVERSITY OF WISCONSIN-WHITEWATER. 26 26 58 26 0 -6503 4091961 4141942 2823303 2556579 433897 717207 -49342 36471 7299819 7452199 1587374 1367708 0 0 220992 340290 145600 146043 321449 3902509 4215420 5856475 6069461 1443344 1382738 36301064 38672680 3026173 3190469 33274891 35482211 X THE UW-WHITEWATER FOUNDATION ENCOURAGES, ENABLES AND CELEBRATES PHILANTHROPY WITH THOSE WHO CARE ABOUT THE UNIVERSITY AND WHO PROVIDE A PERPETUAL SOURCE OF SUPPORT FOR THE UNIVERSITY'S STUDENTS, FACULTY AND PROGRAMS. WE DO THIS THROUGH PARTNERSHIPS WITH DONORS, ACTIVITIES TO ENGAGE ALUMNI AND OTHER CONSTITUENTS AND THE STEWARDSHIP OF RESOURCES UNDER MANAGEMENT BY THE FOUNDATION. 0 0 67267 67267 SPECIAL PURPOSE - THE FOUNDATION MAINTAINS FUNDS FOR A VARIETY OF PROJECTS THROUGHOUT CAMPUS. DONORS HAVE DISCRETION TO SUPPORT THOSE AREAS OF THE UNIVERSITY THAT ARE MOST RELEVANT TO THEIR PHILANTHROPIC GOALS 656343 86309 STUDENT AND FACULTY DEVELOPMENT - THROUGH ENDOWMENTS AND ANNUAL SUPPORT FUNDS, THE FOUNDATION AWARDS OVER A HUNDRED SCHOLARSHIPS EACH YEAR TO STUDENTS AND SUPPORTS THE RESEARCH, TEACHING AND SERVICE ACTIVITIES OF THE UW-WHITEWATER FACULTY 541244 ATHLETIC - UW-WHITEWATER ENCOURAGES STUDENT-ATHLETES ON THE PLAYING FIELD AND IN THE CLASSROOM. STUDENTS PARTICIPATE IN 20 VARSITY SPORTS AND DONORS HAVE THE OPPORTUNITY TO FINANCIALLY SUPPORT ATHLETIC PROGRAMS THROUGH DONATIONS TO THE THE FOUNDATION 49213 36471 ALUMNI - THE FOUNDATION PROVIDES FUNDS FOR ALUMNI ENGAGEMENT ACTIVITIES ON-CAMPUS AND AT VARIOUS CITIES THROUGHOUT THE COUNTRY WHERE CONCENTRATIONS OF ALUMNI LIVE AND WORK. THIS ACTIVITY IS SUPPORTED BY A COMPREHENSIVE COMMUNICATION PLAN THAT AIMS TO KEEP ALUMNI INFORMED OF THE HAPPENINGS AT THEIR ALMA MATER 1993918 2470270 WREF RENTAL - WARHAWK REAL ESTATE FOUNDATION (WREF), A WHOLLY OWNED SUBSIDIARY OF THE FOUNDATION, IS A DISREGARDED ENTITY THAT WAS ESTABLISHED FOR THE PURPOSE OF ACQUIRING, MANAGING, LEASING AND DISPOSING OF REAL PROPERTY TO ASSIST THE FOUNDATION. IN THE CURRENT YEAR, WREF OWNED A BUILDING THAT IT LEASES BACK TO THE UNIVERSITY. 22672 INCOME GENERATING - THE FOUNDATION ACCEPTS INCOME FROM ACTIVITY OF SALES 41400 41400 GIFTS IN KIND - THE FOUNDATION GIFTS WORKS OF ART TO THE UNIVERSITY 1259041 1259041 SCHOLARSHIPS - THE FOUNDATION PROVIDES SCHOLARSHIPS AND AWARDS TO STUDENTS 3366244 1300441 2506741 4631098 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 1 0 1 0 1 1 0 0 0 0 0 0 0 0 1 1 1 0 0 1 0 0 0 0 1 8 0 58 1 0 0 0 0 0 1 1 0 0 0 0 X 26 26 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 1 0 WI X X DEBRA PETRASEK CPA 2624721392 800 WEST MAIN STREET WHITEWATER WI 53190 JUDE STAHMER CHAIR 1.00 X X 0 0 0 RAYMOND ANILIONIS VICE CHAIR 1.00 X X 0 0 0 DALE MUEHL TREASURER 1.00 X X 0 0 0 DAN ANDERSEN DIRECTOR 1.00 X 0 0 0 JULIE ANDING DIRECTOR 1.00 X 0 0 0 KURT ANDRAE DIRECTOR 1.00 X 0 0 0 RAYMOND JACOBSEN DIRECTOR 1.00 X 0 0 0 SALLY BEAN DIRECTOR 1.00 X 0 0 0 ANDREW BURISH DIRECTOR 1.00 X 0 0 0 JAMES CALDWELL DIRECTOR 1.00 X 0 0 0 CHERI COPE DIRECTOR 1.00 X 0 0 0 SANDY DUNST DIRECTOR 1.00 X 0 0 0 ROBERT EASTMAN DIRECTOR 1.00 X 0 0 0 JOSEPH FROHNA DIRECTOR 1.00 X 0 0 0 H GAYLON GREENHILL DIRECTOR 1.00 X 0 0 0 TIMOTHY HYLAND DIRECTOR 1.00 X 0 0 0 PAUL JONES DIRECTOR 1.00 X 0 0 0 JON KACHEL DIRECTOR 1.00 X 0 0 0 ED KRISCH DIRECTOR 1.00 X 0 0 0 GRANT MULDER DIRECTOR 1.00 X 0 0 0 ALEXANDER ORSOLINI DIRECTOR 1.00 X 0 0 0 MARY PINKERTON DIRECTOR 1.00 X 0 0 0 ROD SONNENBURG DIRECTOR 1.00 X 0 0 0 KURT THOMAS DIRECTOR 1.00 X 0 0 0 MARY TILTON DIRECTOR 1.00 X 0 0 0 THOMAS KIND STUDENT REPRESENTATIVE 1.00 X 0 0 0 PATTY DUFFEY DIRECTOR EMERITUS 0.50 X 0 0 0 ROGER GANSER DIRECTOR EMERITUS 0.50 X 0 0 0 DONALD HUGHES DIRECTOR EMERITUS 0.50 X 0 0 0 DENNIS TORKKO DIRECTOR EMERITUS 0.50 X 0 0 0 RONALD JADIN DIRECTOR 1.00 X 0 0 0 JONATHAN ENSLIN PRESIDENT THRU JUNE 2018 10.00 X 17974 0 5409 BEVERLY KOPPER CHANCELLOR THRU DECEMBER 2018 1.00 X 0 0 0 LAUREEN MILLER CHIEF OPERATING OFFICER 20.00 X 14901 0 7021 DEBRA PETRASEK CHIEF FINANCIAL OFFICER AS OF MAY 2018 30.00 X 0 0 0 32875 0 12430 0 0 0 0 RUFFALO NOEL LEVITZ 1025 KIRKWOOD PKWY SW CEDAR RAPIDS IA 52404 PROFESSIONAL FUNDRAISING 146043 A'VIANDS PO BOX 743357 ATLANTA GA 30374 FOOD MANAGEMENT SERVICE 104104 2 4141942 398996 4141942 BUILDING RENTAL 531190 2470270 2470270 UNIVERSITY ORGANIZATION PROGRAMS 611600 86309 86309 2556579 593212 593212 2239080 64630 2104715 75000 134365 -10370 123995 123995 LIFE INSURANCE CASH VALUE INCREAS 900099 18592 18592 MISCELLANEOUS INCOME 900099 17879 17879 36471 7452199 2593050 0 717207 108667 108667 1259041 1259041 101726 101726 178318 119005 59313 60246 50989 9257 24325 24325 70221 70221 146043 146043 85567 85567 69344 69344 23407 23407 22359 6562 15797 82547 82547 1995958 1993918 2040 58174 58174 9259 5759 3500 119744 119744 16621 16621 19229 19229 STUDENT AND FACULTY DEV 657033 656343 690 ATHLETICS 541244 541244 UNCOLLECTIBLE PLEDGES 273529 273529 ALUMNI 49213 49213 97646 22672 69706 5268 6069461 4631098 1116914 321449 1187950 1447350 13931 13981 4813855 5007105 62099 29909 2830912 72025 3029341 2758887 26149888 28317388 1044000 1098060 36301064 38672680 246644 568233 54089 54090 2725440 2568146 3026173 3190469 X -1072870 -1135105 9219662 9467003 25128099 27150313 33274891 35482211 36301064 38672680 X 1382738 903451 -78869 X X 0 1 X 1 0 X 3438377 2901457 6720238 4091961 4141942 21293975 3438377 2901457 6720238 4091961 4141942 21293975 2100614 19193361 369512 375552 415998 387818 593212 2142092 36471 36471 23472538 7054926 0.81770 0.84370 X 35575 X HELD FOR FUTURE FIN. GAIN 1 24650067 1185708 1783034 1382584 26236225 20997839 2252358 2757962 1358092 24650067 20031329 2427946 -323912 1137524 20997839 20062523 1067664 -11987 1086871 20031329 16694628 2309222 2576497 1517824 20062523 0.02470 0.92350 0.05180 0 0 1306153 1306153 1524759 72025 1452734 2758887 8578952 1205617 -78864 1126753 7452199 0 7452199 6371632 302171 302171 6069461 0 6069461 PART III, LINE 4: THE COLLECTIONS ARE HELD FOR FUTURE FINANCIAL GAIN TO PROVIDE FUNDS TO THE FOUNDATION TO FURTHER ITS EXEMPT PURPOSE. PART V, LINE 4: THE UW-WHITEWATER FOUNDATION'S ENDOWMENTS CONSISTS OF OVER 500 FUNDS THAT ARE ESTABLISHED TO SUPPORT A VARIETY OF SCHOLARSHIPS AND PROGRAMS AT THE UNIVERSITY OF WISCONSIN-WHITEWATER. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN TRUST PLEDGES RECEIVABLE -78,864. PART XII, LINE 2D - OTHER ADJUSTMENTS: IMPAIRMENT LOSS 302,166. ROUNDING ADJUSTMENT 5. X X X X X 1 RUFFALO NOEL LEVITZ 1025 KIRKWOOD PKWY SW CEDAR RAPIDS IA 52404 FUND RAISING - TELEMARKETING 0 286496 146043 140453 286496 146043 140453 WI WI 1 0 0 0 1.00000 DEBRA PETRASEK 800 W MAIN ST WHITEWATER WI 53190 0 0 1 UW-WHITEWATER UNIVERSITY 800 W MAIN STREET WHITEWATER WI 53190 391805963 501(C)(3) 67267 GENERAL SUPPORT UW-WHITEWATER UNIVERSITY 800 W MAIN STREET WHITEWATER WI 53190 391805963 501(C)(3) 41400 FAIR MARKET VALUE ART - WORKS OF ART, CHARITABLE AUCTION DONATIONS GENERAL SUPPORT AND FUNDRAISING EVENTS. 1 SCHOLARSHIPS FOR STUDENTS ATTENDING THE UNIVERSITY OF WISCONSIN-WHITEWATER 1078 1245942 AWARDS FOR STUDENTS ATTENDING THE UNIVERSITY OF WISCONSIN-WHITEWATER 74 13099 PART I, LINE 2: THE FOUNDATION DOES NOT MONITOR THE USE OF GRANT FUNDS. HOWEVER, THE GRANTS ARE DISTRIBUTED FIRST TO THE UNIVERSITY WHO THEN IN TURN DISTRIBUTES THE FUNDS AND THE UNIVERSITY ALSO MONITORS THE USE OF SUCH GRANTS. JAMES CALDWELL OWNS 100% VOTING INTEREST IN FIRST CITIZENS STATE BANK 3000000 JAMES IS A BOARD MEMBER WHO IS ALSO THE PRESIDENT AND 100% VOTING INTEREST OWNER OF FIRST CITIZENS STATE BANK. UW WHITEWATER FOUNDATION HAS A LOAN WITH FIRST CITIZENS STATE BANK FOR THE SENTRY BUILDING THEY PURCHASED DURING 2017. 0 X 25 35575 QUALIFIED APPRAISAL X 2000 FAIR MARKET VALUE X 11 357596 FAIR MARKET VALUE X BIOLOGY MICROFORGE, MICRODISECTION TOOLS 1 3825 FAIR MARKET VALUE 22 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B BOARD OF DIRECTORS AND MANAGEMENT OF THE FOUNDATION REVIEW THE PUBLIC DISCLOSURE ELECTRONIC FORM 990 PRIOR TO SUBMISSION TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C FOUNDATION MANAGEMENT AND THE EXECUTIVE COMMITTEE ENSURE ALL NECESSARY CONFLICT OF INTEREST STATEMENTS ARE SIGNED ANNUALLY. ALL CONFLICTS ARE DISCUSSED AT THE EXECUTIVE COMMITTEE LEVEL. IT IS THE OBLIGATION OF EACH MEMBER OF THE BOARD OF DIRECTORS, OFFICERS, AND THE VARIOUS COMMITTEES, TO ABSTAIN FROM VOTING ON ANY ISSUE, GRANT, SCHOLARSHIP, OR CONSIDERATION IN WHICH THAT MEMBER HAS A DIRECT OR INDIRECT VESTED INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE SALARIES FOR THE FOUNDATION PRESIDENT AND EMPLOYEES ARE SET BY UNIVERSITY GUIDELINES. NO ELECTED MEMBER OF THE BOARD OF DIRECTORS SHALL RECEIVE ANY COMPENSATION FOR THEIR SERVICES WITH THE FOUNDATION. HOWEVER, REIMBURSEMENT FOR LEGITIMATE EXPENSES INCURRED AS DIRECTOR MAY BE PROVIDED. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN UNCOLLECTIBLE -78,869. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. WARHAWK REAL ESTATE FOUNDATION LLC 800 W MAIN STREET WHITEWATER WI 53190 273441799 REAL ESTATE INVESTMENT AND DEVELOPMENT WI 2470270 3559852 UW-WHITEWATER FOUNDATION