2018-12-21T12:52:34-06:00 2018-06-30 410746749 CLIFTONLARSONALLEN LLP PO BOX 2886 OSHKOSH WI 549032886 990 2017-07-01 396076856 UNIVERSITY OF WISCONSIN OSHKOSH FOUNDATION INC UNIV 9204242178 625 PEARL AVENUE OSHKOSH WI 54901 MARTIN COWIE CFO 9204242178 2018-12-10 1 KIMBERLY ANDERSON CPA P00188889 9202315890 2018-12-10 67.137.57.251 2018-12-10 12:23:44 CS P 84B3C0DEA005D0A59E6EC12E2A8CB2E5E8035B00 55875130630AFA6E256BD785E9B1A50AA4A07D8B 2017 2019-02-21 02:37:17Z MARTIN COWIE 625 PEARL AVENUE OSHKOSH WI 54901 8356690 0 X WWW.UWOSH.EDU/FOUNDATION X 1963 WI TO SUPPORT AND ADVANCE THE EDUCATIONAL MISSION OF THE UNIVERSITY OF WISCONSIN OSHKOSH THROUGH THE SOLICITATION OF CONTRIBUTIONS OF GIFTS OF MONETARY SUPPORT, REAL PROPERTY OR OTHER PERSONAL PROPERTY FROM INDIVIDUALS, ASSOCIATIONS, CORPORATIONS, OR OTHER ENTITIES. 17 17 0 17 274446 234476 1770961 718034 0 0 1064162 827572 355730 276577 3190853 1822183 1026085 1154606 0 0 16897 149488 0 0 5556 3846133 1729999 4889115 3034093 -1698262 -1211910 40524155 40235886 7476211 7759495 33047944 32476391 X TO BE A PROACTIVE LEADER IN HELPING SHAPE AND REFINE THE VISION OF EXCELLENCE OF THE UNIVERSITY OF WISCONSIN - OSHKOSH THROUGH: RAISING THE AWARENESS OF THE NEED FOR PRIVATE SUPPORT FOR EDUCATIONAL PRIORITIES; BUILDING RELATIONSHIPS TO CONNECT COMMUNITY RESOURCES WITH UNIVERSITY NEEDS; MEETING DONOR INTERESTS; EXPANDED RESOURCE DEVELOPMENT PROGRAMS; AND PRUDENT FISCAL RESPONSIBILITY AND ASSET MANAGEMENT IN SUPPORT OF THE UNIVERSITY COMMUNITY WITH SPECIAL EMPHASIS ON THE FACULTY/STUDENT RELATIONSHIP. 0 0 2091651 1154607 2131 DISBURSED PAYMENTS TO AND ON BEHALF OF THE UNIVERSITY OF WISCONSIN-OSHKOSH FOR ADVANCEMENT OF EDUCATIONAL, SCIENTIFIC, AND ATHLETIC PURPOSES. 2091651 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 31 4 1 0 1 1 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 1 1 WI X UNIVERSITY OF WISCONSIN STATE EMPLOYEES 9204242178 625 PEARL AVENUE OSHKOSH WI 54901 X TIMOTHY C MULLOY CHAIRMAN 5.00 X X 0 0 0 DAVID L OMACHINSKI SECRETARY/TREASURER 5.00 X X 0 0 0 THOMAS R KELL IMMEDIATE PAST CHAIRMAN 5.00 X 0 0 0 CRAIG C CULVER MEMBERSHIP COMMITTEE CHAIR 5.00 X 0 0 0 H GENE DRECKTRAH OUTREACH COMMITTEE CHAIR 5.00 X 0 0 0 DEBRA BLEVONS DIRECTOR 1.00 X 0 0 0 JAMES J GRYZWA DIRECTOR 1.00 X 0 0 0 THOMAS R GUYETTE DIRECTOR 1.00 X 0 0 0 NORBERT S HILL JR DIRECTOR 1.00 X 0 0 0 ROBERT J KERRIGAN DIRECTOR 1.00 X 0 0 0 ALEXA POSNY DIRECTOR 1.00 X 0 0 0 WILLIAM A RAATHS DIRECTOR 1.00 X 0 0 0 WALTER J SCOTT JR DIRECTOR 1.00 X 0 0 0 WAYNE A TREMBLY DIRECTOR 1.00 X 0 0 0 ELIZABETH A WHEALON-WYMAN DIRECTOR 1.00 X 0 0 0 JON DUDZINSKI DIRECTOR 1.00 X 0 0 0 KIM PETERSON DIRECTOR 1.00 X 0 0 0 KEVIN RALOFSKY VICE CHAIRMAN 5.00 X X 0 0 0 MARTIN COWIE CFO 40.00 X 0 0 0 0 0 0 0 0 0 0 MICHAEL BEST & FRIEDRICH LLP 100 E WISCONSIN AVE STE 3300 MILWAUKEE WI 532024108 LEGAL 131587 1 718034 10987 718034 388778 388778 6973301 6392791 141716 580510 -141716 438794 438794 INCOME (LOSS) FROM OSHKOSH INVEST 721110 180657 180657 INCOME (LOSS) FROM OI MANAGEMENT 721110 93789 93789 MISCELLANEOUS INCOME 900099 2131 2131 276577 1822183 2131 274446 827572 371971 371971 782635 782635 46893 46893 102595 102595 219523 219523 51965 51965 84400 10319 74081 37370 37370 4188 1950 2238 23735 15597 4883 3255 81448 12718 68730 43870 43870 10293 9942 351 155916 155916 342651 342651 13697 13697 BAD DEBT EXPENSE 348527 348527 SPECIAL EVENTS 234899 234631 205 63 MISCELLANEOUS 77517 980 76537 3034093 2091651 936886 5556 753676 394357 101904 102665 986706 66107 2185975 2285976 641532 514386 41962 77567 12706832 435019 12756181 12271813 22491649 24060951 564570 462064 40524155 40235886 208882 1116485 5904519 5666667 958595 820140 404215 156203 7476211 7759495 X 8084272 7548128 7812572 7489054 17151100 17439209 33047944 32476391 40524155 40235886 X -1211910 757773 -66662 -50754 X X 0 1 X 1 0 X 3885286 2838830 2581476 1770961 718034 11794587 3885286 2838830 2581476 1770961 718034 11794587 913257 10881330 642274 771979 815078 623923 388778 3242032 198969 236053 435022 15471641 124187 0.70330 0.72940 X 20305014 271344 1622753 873202 21325909 18582988 562556 2100645 941175 20305014 19265818 257766 -5983 934613 18582988 19220930 502108 136037 593257 19265818 16657925 926718 2301809 665522 19220930 0.00770 0.81780 0.17450 1 0 687040 687040 11953730 378731 11574999 59805 53699 6106 6257 2589 3668 12271813 FUNDS HELD FOR OTHERS 156203 156203 X PART V, LINE 4: ENDOWED FUNDS ARE USED FOR UNIVERSITY STUDENT SCHOLARSHIPS AND AWARDS, ATHLETICS, ALUMNI ACTIVITIES, PROFESSORSHIPS AND PROGRAMS. PART X, LINE 2: AS A NONPROFIT ORGANIZATION, THE FOUNDATION IS EXEMPT FROM INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). THE TAX-EXEMPT STATUS IS BASED UPON THE STATED PURPOSE OF THE OPERATIONS AND SUPPORTING EVIDENCE PRESENTED TO THE INTERNAL REVENUE SERVICE WITH THE APPLICATION FOR TAX-EXEMPT STATUS. SUCH STATUS IS SUBJECT TO RE-EVALUATION SHOULD THERE BE CHANGES IN OPERATION, CHARACTER, OR PURPOSE OF THE FOUNDATION. 1 UNIVERSITY OF WISCONSIN - OSHKOSH 800 ALGOMA BLVD OSHKOSH WI 54901 391805963 501(C)(3) 53517 PROVIDE SCHOLARSHIPS FOR EDUCATIONAL OPPORTUNITIES TO UW OSHKOSH STUDENTS. UNIVERSITY OF WISCONSIN - OSHKOSH 800 ALGOMA BLVD OSHKOSH WI 54901 391805963 501(C)(3) 304456 RENOVATIONS FOR AND OPERATIONS OF THE OSHKOSH SPORTS COMPLEX AND RELATED UW-OSHKOSH ATHLETIC TEAMS. UNIVERSITY OF WISCONSIN - OSHKOSH 800 ALGOMA BLVD OSHKOSH WI 54901 391805963 501(C)(3) 2820 SUPPORT THE ACTIVITIES OF VARIOUS UW-OSHKOSH FACULTY AND STUDENT ORGANIZATIONS UNIVERSITY OF WISCONSIN - OSHKOSH 800 ALGOMA BLVD OSHKOSH WI 54901 391805963 501(C)(3) 11178 BOOK CLOTHING, EQUIPMENT & SUPPLIES CLOTHING DONATED FOR UWO BUSINESS SCHOOL CAREER CLOSET.EQUIPMENT AND SUPPLIES DONATED TO SUPPORT UW OSHKOSH PROGRAMS AND EVENTS. 1 SCHOLARSHIPS FOR UNIVERSITY OF WISCONSIN OSHKOSH STUDENTS 428 753072 AWARDS AND RECOGNITION TO OUTSTANDING UNIVERSITY OF WISCONSIN OSHKOSH STUDENTS 15 4399 AWARDS AND RECOGNITION TO OUTSTANDING UW OSHKOSH EMPLOYEES 47 25164 PART I, LINE 2: THE FOLLOWING STEPS ARE TAKEN BY THE FOUNDATION TO INSURE THAT INDIVIDUALS OR ORGANIZATIONS RECEIVING GRANTS BOTH QUALIFY TO RECEIVE GRANT MONIES AND ARE IN THE FURTHERANCE OF CHARITABLE PROGRAMS: SELECTION COMMITTEES ARE FORMED TO REVIEW THE GRANTING PROCESS. SELECTION COMMITTEES REVIEW GRANT CANDIDATE'S APPLICABLE EDUCATIONAL OR DEMOGRAPHIC BACKGROUND FOR COMPLIANCE TO RESTRICTED FUND EXPENDITURE CRITERIA ESTABLISHED FOR THE PARTICULAR SCHOLARSHIP TO BE GRANTED. ONLY STUDENTS WHO MEET SUCH STRICT CRITERIA MAY RECEIVE GRANTS. ALL GRANT MONIES RELEASED ARE IN THE FORM OF CHECKS, WHICH ARE OFTEN MADE PAYABLE TO THE UNIVERSITY OF WISCONSIN OSHKOSH REGISTRAR AND APPLIED TOWARDS TUITION COSTS. ANY UNCLAIMED GRANTS ARE RETURNED TO THE FOUNDATION. THIS ENSURES THAT ONLY REGISTERED STUDENTS OF THE UNIVERSITY HAVE ACCESS TO THE FINANCIAL ASSISTANCE PROVIDED BY THE FOUNDATION. THE FOUNDATION'S STATED PURPOSE IS TO RELEASE FUNDS FOR THE ADVANCEMENT OF EDUCATIONAL, SCIENTIFIC, AND ATHLETIC PURPOSES. BY THIS DEFINITION, ANY PAYMENT TO A UNIVERSITY OF WISCONSIN OSHKOSH STUDENT AUTOMATICALLY QUALIFIES AS A FURTHERANCE OF THE CHARITABLE PROGRAM OF THE FOUNDATION. A CITY OF OSHKOSH 396005563 2013-01-18 10000000 CONSTRUCTION OF ALUMNI WELCOME CONFERENCE CENTER 0 0 0 A 4333333 10000000 196388 64578 9739034 2014 0 0 1 1 A 0 0 0 0 0 0 0 A 0 0 0 0 0 0 0 0 0 A 0 X 2 2050 COST X 2255 COST X 4373 COST X 1 309 SELLING PRICE X MEDICAL EQUIPMENT 1 2000 COST 0 1 0 PART I, COLUMN (B): NUMBER OF CONTRIBUTIONS IS NUMBER OF DONORS. FORM 990, PART VI, SECTION A, LINE 1 THE ORGANIZATION HAS AN EXECUTIVE COMMITTEE WHICH HAS THE POWERS AND DUTIES OF THE BOARD IN BETWEEN BOARD MEETINGS. THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE CHAIR, THE PAST CHAIR, THE VICE CHAIR, THE CHANCELLOR AND THE PRESIDENT OF THE FOUNDATION, AND A MINIMUM OF ONE ADDITIONAL DIRECTOR. THE EXECUTIVE COMMITTEE SHALL SERVE TO EXPEDITE, FACILITATE AND COORDINATE THE WORK OF THE DIRECTORS BY REVIEWING RECOMMENDATIONS BY COMMITTEES, AFFILIATE GROUPS, THE FOUNDATION PRESIDENT AND THE UNIVERSITY CHANCELLOR; REVIEW AND APPROVE THE FOUNDATION'S ANNUAL BUDGET TO BE RATIFIED BY THE BOARD; ASCERTAIN THE APPROPRIATENESS OF MATTERS FOR DIRECTOR'S CONSIDERATION; AND, SECURE NECESSARY COMMITTEE OR STAFF WORK AND APPROVALS BEFORE RECOMMENDATIONS ARE PRESENTED TO THE DIRECTORS. DURING THE CURRENT YEAR THERE WAS NO FOUNDATION PRESIDENT AND THE UNIVERSITY CHANCELLOR HAS NOT BE IN ATTENDANCE TO ANYTHING FOR THE FOUNDATION. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY THE ACCOUNTANT, BOARD TREASURER/SECRETARY AND APPOINTED CFO BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS ARE REQUIRED TO SIGN THE CONFLICT OF INTEREST POLICY ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 FOR EMPLOYEES OF THE UNIVERSITY OF WISCONSIN OSHKOSH, THE STATE OF WISCONSIN DEPARTMENT OF EMPLOYMENT RELATIONS SETS A RANGE THAT THE EMPLOYEE MAY BE PAID CORRESPONDING TO JOB DESCRIPTION. THE FOUNDATION DOES NOT HAVE ANY EMPLOYEES OR PROVIDE COMPENSATION TO ANY OFFICERS OTHER THAN THE TOP MANAGEMENT OFFICIAL. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS, ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: BOOK VS TAX INCOME FROM PARTNERSHIP -76,965. BOOK VS TAX INCOME FROM S CORP 26,211. FORM 990, PART XII, LINE 2C: THE ORGANIZATION'S OVERSIGHT AND SELECTION PROCESSES HAVE NOT CHANGED FROM THE PRIOR YEAR. UW-OSHKOSH FOUNDATION ALUMNI WELCOME CONFERENCE CENTER LLC 625 PEARL AVENUE OSHKOSH WI 54901 273891817 ACQUIRE, OWN, MANAGE, LEASE, DEVELOP REAL ESTATE FOR A WELCOME CENTER WI 6102 UNIVERSITY OF WISCONSIN OSHKOSH FOUNDATION INC UW-OSHKOSH FOUNDATION HOTEL PROJECT LLC 625 PEARL AVENUE OSHKOSH WI 54901 454483188 OWN AND OPERATE PARTNERSHIP INTEREST IN A HOTEL IN OSHKOSH, WI WI 274446 747320 UNIVERSITY OF WISCONSIN OSHKOSH FOUNDATION INC INSTITUTE FOR ENTREPRENEURIAL LEADERSHIP LLC 625 PEARL AVENUE OSHKOSH WI 54901 STIMULATE & SUPPORT ENTREPRENEURSHIP & JOB CREATION WI UNIVERSITY OF WISCONSIN OSHKOSH FOUNDATION INC UNIVERSITY OF WISCONSIN OSHKOSH 800 ALGOMA BLVD OSHKOSH WI 54901 391805963 PUBLIC UNIVERSITY WI 501(C)(3) LINE 2 0 OSHKOSH INVESTORS LLC 200 E WASHINGTON ST STE 2A APPLETON WI 54911 300719123 HOTEL MANAGEMENT WI UNRELATED 181567 1449910 0 180657 1 0.11670 UW OSHKOSH FOUNDATION - WITZEL LLC 625 PEARL AVENUE OSHKOSH WI 54901 270899659 CONSTRUCT AND OPERATE A BIODIGESTER FACILITY IN OSHKOSH, WI WI UNIVERSITY OF WISCONSIN OSHKOSH FOUNDATION INC C -217145 1552359 1.00000 1 UW-OSHKOSH FOUNDATION ROSENDALE BIODIGESTER LLC 625 PEARL AVENUE OSHKOSH WI 54901 453339366 OWN AND OPERATE A BIODIGESTER FACILITY AND EDUCATION CENTER IN ROSENDALE, WI WI UNIVERSITY OF WISCONSIN OSHKOSH FOUNDATION INC C 218582 5695729 1.00000 1 0 1 0 1 1 1 0 0 0 1 1 1 1 1 1 1 1 0 0 UW-OSHKOSH FOUNDATION ROSENDALE BIODIGESTER LLC D 1212800 BOOK BALANCE UW-OSHKOSH FOUNDATION - WITZEL LLC D 973175 BOOK BALANCE