2017-02-14T06:29:20-06:00 2016-06-30 390857178 SMITH & GESTELAND LLP PO BOX 1764 MADISON WI 53701 990 2015-07-01 396051705 UNIVERSITY OF WISCONSIN PLATTEVILLE FOUNDATION INC UNIV 6083421242 ULLSVIK HALL 1 UNIVERSITY PLAZA PLATTEVILLE WI 538183099 MARK TABER VICE CHAIR 6083421242 2017-01-27 1 KEITH H BAUMGARTNER P00187845 6088367500 2015 2021-01-29 14:40:06Z ERIN RALPH ULLSVIK HALL 1 UNIVERSITY PLAZA PLATTEVILLE WI 538183099 17979071 0 X WWW.UWPLATT.EDU/FOUNDATION X 1948 WI THE UW-PLATTEVILLE FOUNDATION, INC. EXISTS EXCLUSIVELY FOR THE BENEFIT OF THE UNIVERSITY OF WISCONSIN-PLATTEVILLE. ITS SPECIFIC ROLE IS TO PROMOTE THE UNIVERSITY, WHICH INCLUDES PROVIDING SUPPLEMENTAL FUNDS TO AID UW-PLATTEVILLE IN FULFILLING ITS MISSION SUCCESSFULLY. THE FOUNDATION IS INVOLVED IN FUND RAISING, FUND MANAGEMENT, AND FUND DISBURSEMENT. 19 19 11 22 0 0 3844948 3425576 168824 0 980096 684517 145538 40114 5139406 4150207 2787850 1178078 0 0 1000771 94767 0 0 122700 1257402 873708 5046023 2146553 93383 2003654 22755779 24044313 615121 593870 22140658 23450443 X UW-PLATTEVILLE FOUNDATION, INC. EXISTS EXCLUSIVELY FOR THE BENEFIT OF THE UNIVERSITY OF WISCONSIN - PLATTEVILLE. ITS SPECIFIC ROLE IS TO PROVIDE SUPPLEMENTAL FUNDS TO AID UW-PLATTEVILLE IN FULFILLING ITS MISSION SUCCESSFULLLY. THE FOUNDATION IS INVOLVED IN FUND RAISING, FUND MANAGEMENT, AND FUND DISBURSEMENT. 0 0 1861172 1178078 ENDOWMENT FUND - GRANT SCHOLARSHIPS AND PROVIDE OTHER SERVICES TO THE UNIVERSITY OF WISCONSIN - PLATTEVILLE 1861172 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 1 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 20 0 1 11 1 0 0 0 0 0 0 0 0 0 0 X 19 19 0 0 1 0 0 0 0 1 1 0 0 0 1 1 1 0 1 0 0 0 WI X JAY MCDERMOTT 6083421242 ULLSVIK HALL 1 UNIVERSITY PLAZA PLATTEVILLE WI 53818 X MAGGIE IMMERFALL CHAIR 2.00 X X 0 0 0 ERIN RALPH VICE CHAIR 2.00 X X 0 0 0 JEFF MATTHIAS TREASURER 2.00 X X 0 0 0 DAVE BROIHAHN SECRETARY 2.00 X X 0 0 0 SCOTT BAUMGARTNER DIRECTOR 2.00 X 0 0 0 SKIP CLARK DIRECTOR 2.00 X 0 0 0 JOSEPH DENK DIRECTOR 2.00 X 0 0 0 JOHN BUSBY DIRECTOR 2.00 X 0 0 0 JAMES HAMMES DIRECTOR 2.00 X 0 0 0 MICHAEL JANSEN DIRECTOR 2.00 X 0 0 0 CHRIS KOLENDA DIRECTOR 2.00 X 0 0 0 JILL KNIGHT DIRECTOR 2.00 X 0 0 0 TOM KOSER DIRECTOR 2.00 X 0 0 0 GENE LASCHINGER DIRECTOR 2.00 X 0 0 0 TOM ROWE DIRECTOR 2.00 X 0 0 0 MARY WAGNER DIRECTOR 2.00 X 0 0 0 ART WEBER DIRECTOR 2.00 X 0 0 0 DAVID MURPHY DIRECTOR 2.00 X 0 0 0 MARK TABER DIRECTOR 2.00 X 0 0 0 JENNIFER DECOSTE UNTIL 92015 INTERIM EXECUTIVE DIRECTOR 13.00 1.00 X 114624 0 16479 STEVEN RAMIG AFTER 102015 EXECUTIVE DIRECTOR 13.00 1.00 X 16324 0 1310 130948 0 17789 1 0 0 0 CD SMITH CONSTRUCTION INC 889 E JOHNSON STREET FOND DU LAC WI 549351006 LOCKER ROOM RENOVATION AND TORNADO REPAI 1818713 1 1986 3423590 68888 3425576 410148 410148 14060826 13786457 274369 274369 274369 0 1986 1986 -1986 -1986 82521 40421 42100 42100 4150207 0 0 724631 321165 321165 856913 856913 76252 76252 18515 17401 1114 20915 20915 75642 75642 74847 53844 14268 6735 4928 4928 167598 133997 3114 30487 37747 2535 18545 16667 40433 9195 30949 289 82243 70785 3998 7460 10165 10165 10764 10764 16396 16396 3096 3096 HOSTING & ENTERTAINMENT 214771 177700 8667 28404 MISCELLANEOUS 98621 28408 54396 15817 DUES & SUBSCRIPTIONS 12036 7972 3619 445 DONATED SUPPLIES 3506 3506 2146553 1861172 162681 122700 3905 96571 606658 108612 1255776 1237922 191644 20749 32221 9817 278633 245443 49586 33190 18412697 20444544 2203292 2092908 22755779 24044313 170627 149363 438227 438227 6267 6280 615121 593870 X -3670302 -3172479 9368368 8921108 16442592 17701814 22140658 23450443 22755779 24044313 2003654 -693869 0 X X 0 1 X 1 0 X 3399694 5109173 6606542 3844948 3425576 22385933 3399694 5109173 6606542 3844948 3425576 22385933 1752501 20633432 292291 165782 345261 508621 410148 1722103 48562 33828 57809 51200 40114 231513 24339549 2784578 0.84770 0.87760 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 19404161 1623504 -294705 863184 9438 19860338 17929780 2004525 -48167 460538 21439 19404161 14997597 1833910 2118617 1015212 5132 17929780 12446940 1730919 1463796 831754 14809901 12970923 812338 -884095 452226 12446940 0.00420 0.10450 0.89130 0 0 30000 30000 248633 245443 3190 33190 CSV LIFE INSURANCE 26077 BENEFICIAL INTEREST IN SPLIT-INTEREST AGREEMENTS 2066831 2092908 DUE TO PLATTEVILLE COMMUNITY ARBORETUM 6280 6280 PART V, LINE 4: THE UW-PLATTEVILLE FOUNDATION'S ENDOWMENTS CONSIST OF 649 FUNDS ESTABLISHED TO SUPPORT A VARIETY OF SCHOLARSHIPS AND DEVELOPMENT ACTIVITIES AT UW-PLATTEVILLE. 82521 40421 0 82521 40421 40421 42100 WI 1 0 1 0 1.00000 JAY MCDERMOTT ULLSVIK HALL 1 UNIVERSITY PLAZA PLATTEVILLE WI 53818 0 0 1 UW-PLATTEVILLE ULLSVIK HALL 1 UNIVERSITY PLAZA PLATTEVILLE WI 538183099 391805963 501(C)3 310991 UNIVERSITY PROGRAMS UW-PLATTEVILLE ULLSVIK HALL 1 UNIVERSITY PLAZA PLATTEVILLE WI 538183099 391805963 501(C)3 10174 FINE ARTS GRANT 1 0 SCHOLARSHIPS 1042 852091 ACADEMIC AND FACULTY AWARDS 6 4822 PART I, LINE 2: FOR FINE ARTS GRANTS, THE FOUNDATION PROVIDES THE FINE ARTS COMMITTEE WITH THE DOLLAR AMOUNT AVAILABLE FOR FINE ARTS GRANTS AND THE CRITERIA FOR AWARDING FROM THE SPECIFIC FUNDS. THE COMMITTEE THEN SOLICITS GRANT REQUESTS AND MEETS TO REVIEW AND MAKE THEIR SELECTION. DOCUMENTATION RELATED TO THE GRANTEES' ELIGIBILITY AND THE SELECTION CRITERIA USED TO AWARD THE GRANTS WOULD BE THE RESPONSIBILITY OF THE COMMITTEE. THE COMMITTEE NOTIFIES THE FOUNDATION IN WRITING REGARDING WHAT GRANTS HAVE BEEN APPROVED. ACTUAL EXPENSES ARE PAID BY THE UNIVERSITY AND, AFTER THE "EVENT" IS COMPLETE, THE EVENT MANAGER MUST REQUEST THE GRANT MONIES FROM THE FOUNDATION. THE REQUEST MUST INCLUDE THE UNIVERSITY'S ACCOUNT DETAIL AS WELL AS ANY OTHER DOCUMENTATION NEEDED TO PROVE THAT CRITERIA HAVE BEEN MET. FOR EXAMPLE, TO SATISFY A RECOGNITION REQUIREMENT, A COPY OF THE PROGRAM AND/OR ANY ADVERTISEMENTS MUST ACCOMPANY THE REQUEST FOR PAYMENT. FOUNDATION RECORDS WOULD INDICATE WHICH GRANTS HAD BEEN PAID AND WHEN. FOR SCHOLARSHIPS, THE FOUNDATION PROVIDES THE VARIOUS SCHOLARSHIP COMMITTEES WITH THE DOLLAR AMOUNT AVAILABLE FOR SCHOLARSHIPS AND THE CRITERIA FOR AWARDING FROM THE SPECIFIC FUNDS. THE COMMITTEE THEN REVIEWS SCHOLARSHIP APPLICATIONS AND MAKE THEIR SELECTIONS. DOCUMENTATION RELATED TO THE RECIPIENTS' ELIGIBILITY AND THE SPECIFIC SELECTION CRITERIA USED TO AWARD THE SCHOLARSHIPS WOULD BE THE RESPONSIBILITY OF THE COMMITTEE. THE COMMITTEE NOTIFIES THE FINANCIAL AID OFFICE REGARDING THE SELECTED RECIPIENTS. THE FINANCIAL AID OFFICE NOTIFIES THE RECIPIENTS, COMPILES THE LIST OF RECIPIENTS AND FORWARDS IT TO THE FOUNDATION. THE FOUNDATION FORWARDS PAYMENT TO THE CASHIERS OFFICE TO BE APPLIED TO THE INDIVIDUAL ACCOUNT. X 24 65301 FAIR MARKET VALUE X CHARITABLE AUCTION ITEMS 69 3587 FAIR MARKET VALUE 0 1 0 FORM 990, PART VI, SECTION A, LINE 1 EX-OFFICIO DIRECTORS ARE NON-VOTING MEMBERS OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 4 THE BYLAWS WERE RESTATED TO REVISE, RENAME, AND EXPAND UPON COMMITTEES, AND ALSO TO REASSIGN COMMITTEE RESPONSIBILITIES. FORM 990, PART VI, SECTION B, LINE 11 TWO OF UW-PLATTEVILLE FOUNDATION'S OFFICERS WILL REVIEW AND SIGN FORM 990 BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO COMPLETE DISCLOSURE STATEMENTS ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 OFFICERS AND OTHER BOARD MEMBERS ARE NOT COMPENSATED. THE EXECUTIVE DIRECTOR IS NOT PAID BY UW-PLATTEVILLE FOUNDATION BUT RATHER BY UW-PLATTEVILLE. COMPENSATION IS BASED ON A DETERMINATION MADE BY THE UNIVERSITY BOARD OF REGENTS AND COMPARABLE SALARY DATA. FORM 990, PART VI, SECTION C, LINE 19 COPIES ARE AVAILABLE UPON REQUEST. FORM 990, PART VII, SECTION A, LINE 1A: THE EXECUTIVE DIRECTOR AND INTERIM EXECUTIVE DIRECTOR OF UNIVERSITY OF WISCONSIN-PLATTEVILLE FOUNDATION, INC. ARE PAID BY THE UNIVERSITY OF WISCONSIN-PLATTEVILLE FOR SERVICES RENDERED TO BOTH THE UNIVERSITY AND TO THE FOUNDATION. THE FOUNDATION DOES NOT COMPENSATE THE EXECUTIVE DIRECTOR OR INTERIM EXECUTIVE DIRECTOR. THE COMPENSATION DATA REPORTED ON FORM 990, PART VII REFLECTS TOTAL COMPENSATION PAID TO THE EXECUTIVE DIRECTOR AND THE INTERIM EXECUTIVE DIRECTOR BY THE UNIVERSITY. THE EXECUTIVE DIRECTOR AND INTERIM EXECUTIVE DIRECTOR DEVOTED AN ESTIMATED 50% OF HIS/HER TIME TO FOUNDATION MATTERS. FORM 990, PART VII, SECTION B, LINE 1: THE UNIVERSITY OF WISCONSIN-PLATTEVILLE FOUNDATION, INC. RECEIVED INSURANCE PROCEEDS AND PAID FOR CONSTRUCTION COSTS ON BEHALF OF UW-PLATTEVILLE REAL ESTATE FOUNDATION, INC., A RELATED ORGANIZATION, TO REPAIR TWO BUILDINGS DAMAGED BY A TORNADO IN 2014. THE BUILDINGS ARE BOTH OWNED BY UW-PLATTEVILLE REAL ESTATE FOUNDATION, INC. FORM 990, PART XII, LINE 2C: NO CHANGES IN THE OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE YEAR. SCHEDULE D, PART V, COLUMN A, LINE 1: THE 7/1/13 ENDOWMENT BALANCE WAS ADJUSTED FOR A PRIOR PERIOD RESTATEMENT. THEREFORE IT DOES NOT MATCH THE 6/30/13 BALANCE DUE TO THE PRIOR PERIOD ADJUSTMENT TO CORRECT THE ACCOUNTING FOR PLEDGES RECEIVABLE FOR ENDOWMENT PURPOSES. UW-PLATTEVILLE REAL ESTATE FOUNDATION INC ULLSVIK HALL 1 UNIVERSITY PLAZA PLATTEVILLE WI 53818 352396254 REAL ESTATE DEALINGS FOR THE EXCLUSIVE BENEFIT OF UW-PLATTEVILLE WI 501(C)(3) 509(A)(3) UNIVERSITY OF WISCONSIN PLATTEVILLE FOUNDATION INC 1 UW-PLATTEVILLE PIONEER EDUCATION AND DEVELOPMENT FOUNDATION INC ULLSVIK HALL 1 UNIVERSITY PLAZA PLATTEVILLE WI 53818 475320123 TO SUPPORT ACADEMIC AND EDUCATIONAL OUTREACH PROGRAMS OFFERED BY UWP. WI 501(C)(3) 509(A)(3) UNIVERSITY OF WISCONSIN PLATTEVILLE FOUNDATION INC 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 UW-PLATTEVILLE REAL ESTATE FOUNDATION INC C 440000 CASH