2018-02-22T09:48:03-06:00 2017-06-30 390758449 Wipfli LLP 3703 Oakwood Hills Pkwy Eau Claire WI 54701 990 2016-07-01 390972350 UNIVERSITY OF WISCONSIN - EAU CLAIRE FOUNDATION INC UNIV 7158362987 105 GARFIELD AVENUE EAU CLAIRE WI 54701 Kimera M Way President 7158365180 2018-02-15 1 ROB GANSCHOW CPA P01374207 7158323407 2018-02-14 12.86.94.170 2018-02-15 15:00:19 CS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 05BC5E9BFCFC6072022D389247C47A2AFB3C02F6 2016 2021-01-29 14:40:06Z Kimera M Way 105 GARFIELD AVENUE EAU CLAIRE WI 54701 31458937 0 X www.uwec.edu/foundation X 1958 WI THE 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. 29 29 6 29 0 0 11056391 8646645 0 110280 1723692 2005421 468934 142641 13249017 10904987 10834611 8470544 0 0 8371 69981 0 0 730893 2028498 2363662 12871480 10904187 377537 800 79872595 93217091 15932901 24020037 63939694 69197054 X The 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. 0 0 6440688 6440688 0 The Foundation disbursed 76% 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 850 administrative and operational support staff. 2029856 2029856 0 Student scholarships and awards is the second largest program service offered by the Foundation. This equates to 24% of total program expenses. Funding comes from restricted and unrestricted funds. The number of scholarship recipients is over 1,000 students. 191903 0 43773 The 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. 61516 0 110280 THE ALUMNI OFFICE COORDINATES EVENTS ON CAMPUS AND IN OTHER CITIES ACROSS THE UNITED STATES FOR ALUMNI GATHERINGS. NUMEROUS EVENTS ARE HELD EACH YEAR WITH THOUSANDS OF ALUMNI IN ATTENDANCE. 61516 0 110280 8723963 1 1 0 1 0 1 1 0 0 1 1 0 0 0 0 0 0 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 1 1 0 0 0 1 31 0 6 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 29 29 1 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 1 0 0 0 WI CA CO MA MI MN NJ NY OH OR WA X Kimera M WayCoby Kohn 7158362000 105 GARFIELD AVENUE EAU CLAIRE WI 54701 X VICKI LORD LARSON DIRECTOR 0.10 X 0 0 0 TODD EBERHARDT DirECTOR 0.10 X 0 0 0 TIMOTHY HOEPPNER dIRECTOR 0.10 0.10 X 0 0 0 TIMOTHY BALL DIRECTOR 0.10 X 0 0 0 THERESE PERSHALL DIRECTOR 0.10 X 0 0 0 SARA MELLINGER dirECTOR 0.10 X 0 0 0 RICK SCHRODER DIRECTOR 0.10 X 0 0 0 REGI MUNRO DIRECTOR 0.10 X 0 0 0 PATTI LIEN DIRECTOR 0.10 X 0 0 0 NEIL LIPINSKI diRECTOR 0.10 0.10 X 0 0 0 MICHAEL STRUBEL DIRECTOR 0.10 X 0 0 0 MICHAEL CARNEY DirECTOR 0.10 X 0 0 0 DR MELISSA HOEPPNER dIRECTOR 0.10 X 0 0 0 KEITH DONNERMEYER DIRECTOR 0.10 X 0 0 0 KATHERINE FRENCH DIRECTOR 0.10 X 0 0 0 JIM MELLINGER dirECTOR 0.10 X 0 0 0 JEFFREY LIDDICOAT DIRECTOR 0.10 X 0 0 0 JASON WUDI DIRECTOR 0.10 X 0 0 0 JAMES SCHMIDT DIRECTOR 0.10 X 0 0 0 DR HARRY KAISER DIRECTOR 0.10 X 0 0 0 DAVID MORAN DIRECTOR 0.10 X 0 0 0 CHRISTINE SMITH DIRECTOR 0.10 X 0 0 0 BETSY KELL DIRECTOR 0.10 X 0 0 0 ANGELA PITTMAN TAYLOR DIRECTOR 0.10 X 0 0 0 ANDREW BURISH VICE CHAIR 0.10 X X 0 0 0 BARRY MOULLET PAST CHAIR 0.10 X X 0 0 0 ERIC WAN SECRETARY 0.10 X X 0 0 0 GEORGE STROEBEL CHAIR 0.10 X X 0 0 0 HON CATHERINE FURAY TREASURER 0.10 X X 0 0 0 KIMERA M WAY PRESIDENT 50.00 1.00 X 0 0 0 COBY KOHN ASSISTANT TREASURER 45.00 1.00 X 0 0 0 0 0 0 0 0 0 0 UNIVERSITY OF WISCONSIN-EAU CLAIRE 105 GARFIELD AVE EAU CLAIRE WI 54701 STAFFING SERVICES 1041749 1 73025 8573620 552077 8646645 ALUMNI EVENTS 900099 110280 110280 110280 1784708 1784708 38723 38723 20751285 20530572 220713 220713 220713 21323 23378 -2055 -2055 ADMINISTRATIVE INCOME 900099 62200 62200 RADIO OPERATION INCOME 900099 43773 43773 105973 10904987 154053 0 2104289 6440688 6440688 2029856 2029856 69981 69981 1041749 669075 372674 17481 17481 238065 238065 145422 11066 134356 8356 8356 64419 64419 78639 78639 14343 14343 220909 220909 65805 62482 3323 27874 3435 24439 SUBSCRIPTIONS/BOOKS/MEM 95593 95593 Printing and publicatio 89096 89096 CULTIVATION AND HOSPITA 63543 9704 53839 Alumni Association Expe 61516 61516 130852 44939 13687 72226 10904187 8723963 1449331 730893 1512456 317714 2289387 1864057 7083904 8568691 12866630 22965753 53918 40829 209844 38337 1287042 171507 53114772 56579543 37138 0 0 0 1627348 2708997 79872595 93217091 5793275 7288153 10139626 16731884 15932901 24020037 X 1037870 7412616 37922443 36379607 24979381 25404831 63939694 69197054 79872595 93217091 X 800 5060952 115375 80233 X X 0 1 X 1 0 X 6009449 10622641 7795341 11056391 8646645 44130467 6009449 10622641 7795341 11056391 8646645 44130467 4681478 39448989 830772 1691747 1842509 1705084 1823431 7893543 52024010 706510 0.75830 0.75290 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10904187 10904187 695209 173802 0 0 695209 695209 1042814 173802 173802 260703 2 0 0 1063634 1 1 X 4 314.00 0 0 0 1 1 20.00 0 63285737 8280653 6270875 1362992 6321324 8703371 61449578 64160458 10035245 -899341 1351946 7613823 1044856 63285737 59512166 7216975 2262903 1274961 3336724 219901 64160458 48883151 10154007 7219413 1083033 2838311 2823061 59512166 43969256 5896467 4080760 1021198 2902042 1140092 48883151 0.38100 0.41100 0.20800 1 0 209844 38337 171507 171507 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. 1 University of Wisconsin - Eau Claire 105 Garfield Avenue Eau Claire WI 54701 391805963 STATE OF WISCONSIN 6440688 University department support 1 0 Student Scholarships 3011 2029406 0 FACULTY/STAFF AWARDS 2 450 0 Part I, Line 2: Student 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. X 49 550350 SP OF DONATED PROPERTY X SUPPLIES (PHOTOS, CD'S, MEMORABILIA) 1 1232 COST OF DONATED PROP X DESK 1 300 COST OF DONATED PROP X PLANTS 1 195 COST OF DONATED PROP 1 0 1 0 Part I, Column (b): THE AMOUNT REPORTED IN COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED. Form 990, Part VI, Section A, line 2 BOARD DIRECTORS TIMOTHY HOEPPNER AND MELISSA HOEPPNER HAVE A FAMILY RELATIONSHIP. BOARD DIRECTORS JIM MELLINGER AND SARA MELLINGER HAVE A FAMILY RELATIONSHIP. Form 990, Part VI, Section A, line 3 THE ORGANIZATION CONTRACTS WITH THE UNIVERSITY OF WISCONSIN-EAU CLAIRE TO LEASE EMPLOYEES. THE ORGANIZATION ESTIMATES THAT APPROXIMATELY $123,900 OF THE PRESIDENT'S SALARY AND $75,000 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 11b 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 12c EACH 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. Form 990, Part VI, Section C, line 19 GOVERNING 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 5,433. Change in value of split interest agreements 67,423. Change in cash surrender value of life insurance 7,377. FORM 990, PART XI, LINE 2C BOARD OF DIRECTORS SELECTS INDEPENDENT AUDITOR. THE OVERSIGHT PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. BLUGOLD RADIO LLC 105 GARFIELD AVENUE EAU CLAIRE WI 54701 811439201 TO HOLD AND OPERATE A RADIO STATION FOR THE COMMUNITY. WI 43773 862439 UNIVERSITY OF WISCONSIN - EAU CLAIRE FOUNDATION INC BLUGOLD REAL ESTATE FOUNDATION INC 105 GARFIELD AVENUE EAU CLAIRE WI 54701 471689874 TO OPERATE REAL ESTATE FOR THE BENEFIT OF UW-EAU CLAIRE FOUNDATION, INC. WI 501(c)(3) Line 12a, I UNIVERSITY OF WISCONSIN - EAU CLAIRE FOUNDATION INC 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0