2025-11-07T17:13:13-06:00 2025-06-30 410746749 CLIFTONLARSONALLEN LLP 8215 GREENWAY BOULEVARD SUITE 600 MIDDLETON WI 53562 990 2024-07-01 396076856 UNIVERSITY OF WISCONSIN OSHKOSH FOUNDATION INC UNIV 9204242178 625 PEARL AVENUE OSHKOSH WI 54901 CHAD DURKEE TREASURER 9204242178 2025-11-05 1 0 KIMBERLY ANDERSON P00188889 6086628600 2025-11-05 2024 2025-03-06 01:10:19Z MICKI DIRKS-LUEBBE 625 PEARL AVENUE OSHKOSH WI 54901 9834308 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. 13 13 4 13 0 0 4437857 2720358 51843 3140 1222845 1633079 1269012 76573 6981557 4433150 2150371 2279804 0 0 236734 233194 54500 0 57568 427149 1754845 2868754 4267843 4112803 165307 46891508 49397245 324830 115705 46566678 49281540 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 2416355 2279804 4018 DISBURSED PAYMENTS TO AND ON BEHALF OF THE UNIVERSITY OF WISCONSIN-OSHKOSH FOR ADVANCEMENT OF EDUCATIONAL, SCIENTIFIC, AND ATHLETIC PURPOSES. 2416355 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 1 6 1 1 4 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 1 1 WI X MICKI DIRKS-LUEBBE 9204242178 625 PEARL AVE OSHKOSH WI 54901 MICKI DIRKS-LUEBBE EXECUTIVE DIRECTOR (START MAY 2025) 40.00 0.00 X X 0 0 0 TIMOTHY C MULLOY INTERIM FINANCE DIRECTOR (LEFT JAN 2025) 3.00 0.00 X X 17155 0 0 BROOKE TABBERT INTERIM EXECUTIVE DIRECTOR (LEFT MAY 2025) 40.00 0.00 X X 61111 0 0 HOLLY BRENNER PRESIDENT 5.00 0.00 X X 0 0 0 JAMES HOFFMAN PAST CHAIR 5.00 0.00 X X 0 0 0 CHAD DURKEE TREASURER 5.00 0.00 X X 0 0 0 JANET TIERNEY SECRETARY 5.00 0.00 X X 0 0 0 SCOTT BARR DIRECTOR 1.00 0.00 X 0 0 0 H GENE DRECKTRAH DIRECTOR 1.00 0.00 X 0 0 0 JON DUDZINSKI DIRECTOR 1.00 0.00 X 0 0 0 WILLIAM EVERSON DIRECTOR 1.00 0.00 X 0 0 0 KATRINA FINE DIRECTOR 1.00 0.00 X 0 0 0 NORBERT S HILL JR DIRECTOR 1.00 0.00 X 0 0 0 MICHAEL HOCHHOLZER DIRECTOR 1.00 0.00 X 0 0 0 JOHN KOKER DIRECTOR 1.00 0.00 X 0 0 0 DAVID PAULY DIRECTOR 1.00 0.00 X 0 0 0 GREG GILES FORMER EXECUTIVE DIRECTOR 40.00 0.00 X 106830 0 8546 185096 0 8546 1 1 0 0 0 2720358 130405 2720358 UWO DEPARTMENTS & CLUBS 611710 3140 3140 3140 1156065 1156065 5862172 5385158 477014 477014 477014 91695 16000 75695 75695 MISCELLANEOUS INCOME 900099 878 878 878 4433150 4018 0 1708774 1114188 1114188 1165616 1165616 164091 55494 80851 27746 52516 4230 46169 2117 16587 5609 8173 2805 5240 5240 44835 44835 124359 124359 53683 53683 6083 6083 10940 4047 1158 5735 79576 234 78665 677 10127 6818 2372 937 11501 11501 11122 11122 BAD DEBT EXPENSE 1359298 1359298 SPECIAL PROJECTS 26597 20556 180 5861 TAXES -33737 -33737 45221 39563 51 5607 4267843 2416355 1793920 57568 782963 258690 340270 170433 2754527 1310817 88580 90176 78305 59805 18500 18500 42906668 47548629 46891508 49397245 324830 115705 324830 115705 X 6149091 7831227 40417587 41450313 46566678 49281540 46891508 49397245 165307 2549555 0 X X 0 1 X 1 0 X 1649777 2885935 5316190 4437857 2720358 17010117 470916 491639 505987 696823 366367 2531732 2120693 3377574 5822177 5134680 3086725 19541849 2838293 16703556 597246 804582 792101 964918 1156065 4314912 253627 570027 1024014 0 1847668 25704429 856758 0.64980 0.60870 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 36318158 1595179 2733908 710051 39937194 31732106 1814702 3327198 555848 36318158 25431284 5038636 2012894 750708 31732106 30609162 1054590 -5658471 573997 25431284 23639105 1770624 5875627 676194 30609162 0.14280 0.66510 0.19210 1 0 18500 18500 59805 59805 0 18500 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: THE FOUNDATION IS ORGANIZED AS A WISCONSIN NONPROFIT CORPORATION AND HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE (IRS) AS EXEMPT FROM FEDERAL INCOME TAXES UNDER INTERNAL REVENUE CODE (IRC) SECTION 501(A) AS AN ORGANIZATION DESCRIBED IN IRC SECTION 501(C)(3), QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER IRC SECTION 170(B)(1)(A), AND HAS BEEN DETERMINED NOT TO BE A PRIVATE FOUNDATION UNDER IRC SECTION 509(A)(3). THE FOUNDATION IS REQUIRED TO FILE A RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) WITH THE IRS. IN ADDITION, THE FOUNDATION IS SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO THE FOUNDATION'S EXEMPT PURPOSES. THE FOUNDATION HAS DETERMINED THAT IT IS NOT SUBJECT TO UNRELATED BUSINESS TAX IN THE CURRENT YEAR. 91695 16000 1 1.00000 91695 16000 16000 75695 WI 1 0 0 0 1.00000 0.00000 MICKI DIRKS-LUEBBE 625 PEARL AVE OSHKOSH WI 54901 0 0 1 UNIVERSITY OF WISCONSIN - OSHKOSH 800 ALGOMA BLVD OSHKOSH WI 54901 391805963 501(C)(3) 15000 0 N/A N/A PROVIDE AWARDS & RECOGNITION TO OUTSTANDING UW OSHKOSH EMPLOYEES UNIVERSITY OF WISCONSIN - OSHKOSH 800 ALGOMA BLVD OSHKOSH WI 54901 391805963 501(C)(3) 0 8596 BOOK CLOTHING, EQUIPMENT, AND SUPPLIES CLOTHING, EQUIPMENT, AND SUPPLIES UNIVERSITY OF WISCONSIN - OSHKOSH 800 ALGOMA BLVD OSHKOSH WI 54901 391805963 501(C)(3) 552293 0 N/A N/A SUPPORT FOR UW OSHKOSH ATHLETIC TEAMS UNIVERSITY OF WISCONSIN - OSHKOSH 800 ALGOMA BLVD OSHKOSH WI 54901 391805963 501(C)(3) 39321 0 N/A N/A PROVIDE PROFESSORSHIPS TO UW OSHKOSH PROFESSORS UNIVERSITY OF WISCONSIN - OSHKOSH 800 ALGOMA BLVD OSHKOSH WI 54901 391805963 501(C)(3) 307395 0 N/A N/A SUPPORT TO VARIOUS UW OSHKOSH DEPARTMENTS UNIVERSITY OF WISCONSIN - OSHKOSH 800 ALGOMA BLVD OSHKOSH WI 54901 391805963 501(C)(3) 116583 0 N/A N/A SUPPORT TO UW OSHKOSH WHITBURN CENTER GREATER OSHKOSH ECONOMIC DEVELOPMENT CORPORATION 100 NORTH MAIN STREET 104 OSHKOSH WI 54901 471058496 501(C)(6) 75000 0 N/A N/A SUPPORT CAMPUS EFFORTS TO DIRECTLY INTEGRATE STUDENTS WITH LOCAL BUSINESSES 1 1 SCHOLARSHIPS FOR UNIVERSITY OF WISCONSIN OSHKOSH STUDENTS 614 1160766 AWARDS AND RECOGNITION TO OUTSTANDING UNIVERSITY OF WISCONSIN OSHKOSH STUDENTS 3 4850 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. UWOF USES ACADEMICWORKS (AW) FOR THE SCHOLARSHIP PROCESS. THE AWARD IS LISTED IN AW WITH CRITERIA. STUDENTS APPLY. WINNER IS PICKED FOR THE SCHOLARSHIP. SCHOLARSHIP IS AWARDED. 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. X X 0 0 0 0 0 0 0 0 0 GREG GILES FORMER EXECUTIVE DIRECTOR 106830 0 0 0 0 0 0 0 8546 0 115376 0 0 0 PART II GREG GILES IS THE FORMER EXECUTIVE DIRECTOR. HIS WAGES REPORTED ON SCH J ARE FOR WORK PERFORMED PRIOR TO THE CURRENT FISCAL YEAR. X 4 121809 FMV X TEACHING SUPPLIES 2 4889 FMV X INCENTIVE ITEMS 8 2110 FMV X EVENT FOOD SPONSORSHIP 1 1496 FMV X GIFT CARDS 1 100 FMV X MEDICAL EQUIPMENT 1 1 FMV 0 0 1 0 PART I, COLUMN (B): COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTORS. FORM 990, PART VI, SECTION A, LINE 1A 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. FORM 990, PART VI, SECTION B, LINE 11B TREASURER WILL REVIEW THE 990. 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 C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS, ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE ORGANIZATION'S OVERSIGHT AND SELECTION PROCESSES HAVE NOT CHANGED FROM THE PRIOR YEAR. 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 1166 0 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 N/A 0 0 1 0 0 0 0 0 0 0 0 1 1 1 1 1 1 0 0 0 PART I UW-OSHKOSH FOUNDATION HOTEL PROJECT LLC WAS DISSOLVED EFFECTIVE JUNE 30, 2025.