UNIVERSITY OF WISCONSIN OSHKOSH FOUNDATION INC: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF WISCONSIN OSHKOSH FOUNDATION INC (EIN 39-6076856)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-05-12
- IRS object ID
- 201721329349302092
- Schema version
- 2015v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-12T10:14:18-05:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2886 | AddressLine1Txt |
| City | OSHKOSH | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 549032886 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 396076856 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF WISCONSIN OSHKOSH | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 9204242178 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 625 PEARL AVENUE | AddressLine1Txt |
| City | OSHKOSH | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54901 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TIMOTHY MULLOY | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 9204242178 | PhoneNum |
| Signature | 2017-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KIMBERLY ANDERSON CPA | PreparerPersonNm |
| PTIN | P00188889 | PTIN |
| Phone | 9202315890 | PhoneNum |
| Preparation | 2017-05-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | TIMOTHY MULLOY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 625 PEARL AVENUE | AddressLine1Txt |
| City | OSHKOSH | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $12,393,613 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UWOSH.EDU/FOUNDATION | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1963 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 19 | TotalVolunteersCnt |
| Total Gross UBI | $284,406 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,838,830 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,081,476 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $921,892 | PYInvestmentIncomeAmt |
| CY Investment Income | $718,741 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$54,884 | PYOtherRevenueAmt |
| CY Other Revenue | $291,204 | CYOtherRevenueAmt |
| PY Total Revenue | $3,705,838 | PYTotalRevenueAmt |
| CY Total Revenue | $5,091,421 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,090,923 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,274,421 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $117,412 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $59,092 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $60,160 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,255,978 | PYOtherExpensesAmt |
| CY Other Expenses | $1,249,668 | CYOtherExpensesAmt |
| PY Total Expenses | $2,464,313 | PYTotalExpensesAmt |
| CY Total Expenses | $2,583,181 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,241,525 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,508,240 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $30,227,237 | TotalAssetsBOYAmt |
| Total Assets EOY | $30,621,481 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $11,119,494 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,600,593 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $19,107,743 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $21,020,888 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,233,572 | ExpenseAmt |
| Grant | $1,274,421 | GrantAmt |
| Revenue | $6,798 | RevenueAmt |
| Desc | DISBURSED PAYMENTS TO AND ON BEHALF OF THE UNIVERSITY OF WISCONSIN-OSHKOSH FOR ADVANCEMENT OF EDUCATIONAL, SCIENTIFIC, AND ATHLETIC PURPOSES. | Desc |
| Total Program Service Expenses | $2,233,572 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 33 | IRPDocumentCnt |
| IRP Document W2 G | 1 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF WISCONSIN STATE EMPLOYEES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9204242178 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 625 PEARL AVENUE | AddressLine1Txt |
| City | OSHKOSH | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54901 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| TIMOTHY C MULLOY | ||||||
| CHAIRMAN | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KEVIN RALOFSKY | ||||||
| VICE CHAIRMAN | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DAVID L OMACHINSKI | ||||||
| SECRETARY/TREASURER | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| THOMAS R KELL | ||||||
| IMMEDIATE PAST CHAIRMAN | 5.00 | Yes (X) | $0 | $0 | $0 | |
| CRAIG C CULVER | ||||||
| MEMBERSHIP COMMITTEE CHAIR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| H GENE DRECKTRAH | ||||||
| OUTREACH COMMITTEE CHAIR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| DEBRA BLEVONS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES J GRYZWA | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| THOMAS R GUYETTE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| NORBERT S HILL JR | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KAROLA JUNGBACKER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT J KERRIGAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ALEXA POSNY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM A RAATHS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| WALTER J SCOTT JR | ||||||
| FINANCE COMMITTE CHAIR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| WAYNE A TREMBLY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ELIZABETH A WHEALON-WYMAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JON DUDZINSKI | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KIM PETERSON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ARTHUR H RATHJEN | ||||||
| PRESIDENT | 40.00 | Yes (X) | $142,961 | $0 | $46,579 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $142,961 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $46,579 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SODEXO INC & AFFILIATES | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 725 ALGOMA BLVD | AddressLine1Txt |
| City | OSHKOSH | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | CATERING EVENTS | ServicesDesc |
| Compensation | $104,407 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $4,081,476 | AllOtherContributionsAmt |
| Noncash Contributions | $113,293 | NoncashContributionsAmt |
| Total Contributions | $4,081,476 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $815,078 | TotalRevenueColumnAmt |
| Exclusion | $815,078 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,205,855 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,302,192 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$96,337 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$96,337 | TotalRevenueColumnAmt |
| Exclusion | -$96,337 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|
| INCOME (LOSS) FROM OSHKOSH INVEST | 721110 | $199,406 | $199,406 | |
| INCOME (LOSS) FROM OI MANAGEMENT | 721110 | $85,000 | $85,000 | |
| MISCELLANEOUS INCOME | 900099 | $6,798 | $6,798 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $291,204 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,091,421 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,798 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $284,406 | UnrelatedBusinessRevenueAmt |
| Exclusion | $718,741 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $544,498 | TotalAmt |
| Program Services | $544,498 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $729,923 | TotalAmt |
| Program Services | $729,923 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,092 | TotalAmt |
| Program Services | $45,116 | ProgramServicesAmt |
| Management And General | $13,976 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,818 | TotalAmt |
| Management And General | $20,818 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,754 | TotalAmt |
| Management And General | $26,754 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,259 | TotalAmt |
| Program Services | $10,139 | ProgramServicesAmt |
| Management And General | $63,120 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,641 | TotalAmt |
| Program Services | $40,031 | ProgramServicesAmt |
| Management And General | $16,610 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,601 | TotalAmt |
| Program Services | $2,265 | ProgramServicesAmt |
| Fundraising | $12,336 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,772 | TotalAmt |
| Program Services | $26,236 | ProgramServicesAmt |
| Management And General | $10,223 | ManagementAndGeneralAmt |
| Fundraising | $39,313 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,610 | TotalAmt |
| Program Services | $10,611 | ProgramServicesAmt |
| Management And General | $66,999 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,115 | TotalAmt |
| Management And General | $20,115 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,891 | TotalAmt |
| Program Services | $73,620 | ProgramServicesAmt |
| Management And General | $9,165 | ManagementAndGeneralAmt |
| Fundraising | $106 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,290 | TotalAmt |
| Program Services | $13,441 | ProgramServicesAmt |
| Management And General | $7,849 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $248,701 | TotalAmt |
| Program Services | $248,701 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,498 | TotalAmt |
| Program Services | $598 | ProgramServicesAmt |
| Management And General | $9,900 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| SPECIAL EVENTS | $513,568 | $481,397 | $23,766 | $8,405 |
| DISCRETIONARY | $6,469 | $6,469 | ||
| MISCELLANEOUS | $681 | $527 | $154 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,583,181 | TotalAmt |
| Program Services | $2,233,572 | ProgramServicesAmt |
| Management And General | $289,449 | ManagementAndGeneralAmt |
| Fundraising | $60,160 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $980,793 | BOYAmt |
| EOY | $1,159,842 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,983 | BOYAmt |
| EOY | $101,413 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,921,197 | BOYAmt |
| EOY | $4,603,486 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,274,022 | BOYAmt |
| EOY | $2,130,075 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,000,792 | BOYAmt |
| EOY | $787,448 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,250 | BOYAmt |
| EOY | $44,720 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $695,102 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $111,994 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $603,222 | BOYAmt |
| EOY | $583,108 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,678,926 | BOYAmt |
| EOY | $20,588,325 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $629,052 | BOYAmt |
| EOY | $623,064 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,227,237 | BOYAmt |
| EOY | $30,621,481 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $206,293 | BOYAmt |
| EOY | $141,765 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,158,058 | BOYAmt |
| EOY | $6,905,816 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,223,637 | BOYAmt |
| EOY | $1,091,510 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,531,506 | BOYAmt |
| EOY | $1,461,502 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,119,494 | BOYAmt |
| EOY | $9,600,593 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$6,035,831 | BOYAmt |
| EOY | -$5,023,239 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,801,514 | BOYAmt |
| EOY | $9,438,661 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,342,060 | BOYAmt |
| EOY | $16,605,466 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,107,743 | BOYAmt |
| EOY | $21,020,888 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,227,237 | BOYAmt |
| EOY | $30,621,481 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $2,508,240 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$601,389 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $6,294 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Organization | Yes (X) | CollegeOrganizationInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,346,912 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,530,144 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,885,286 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,838,830 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,081,476 | CurrentTaxYearAmt |
| Total | $24,682,648 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,346,912 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,530,144 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,885,286 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,838,830 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,081,476 | CurrentTaxYearAmt |
| Total | $24,682,648 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $4,144,945 | SubstantialContributorsTotAmt |
| Public Support Total170 | $20,537,703 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $461,425 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $358,387 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $642,274 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $771,979 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $815,078 | CurrentTaxYearAmt |
| Total | $3,049,143 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $27,731,791 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $210,903 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.74060 | PublicSupportCY170Pct |
| Public Support PY170 | 0.78310 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $19,265,818 | BeginningYearBalanceAmt |
| Contributions | $257,766 | ContributionsAmt |
| Investment Earnings Or Losses | -$5,983 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $934,613 | OtherExpendituresAmt |
| End Year Balance | $18,582,988 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $19,220,930 | BeginningYearBalanceAmt |
| Contributions | $502,108 | ContributionsAmt |
| Investment Earnings Or Losses | $136,037 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $593,257 | OtherExpendituresAmt |
| End Year Balance | $19,265,818 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,657,925 | BeginningYearBalanceAmt |
| Contributions | $926,718 | ContributionsAmt |
| Investment Earnings Or Losses | $2,301,809 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $665,522 | OtherExpendituresAmt |
| End Year Balance | $19,220,930 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,115,175 | BeginningYearBalanceAmt |
| Contributions | $2,597,595 | ContributionsAmt |
| Investment Earnings Or Losses | $1,883,074 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $937,919 | OtherExpendituresAmt |
| End Year Balance | $16,657,925 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,224,023 | BeginningYearBalanceAmt |
| Contributions | $482,817 | ContributionsAmt |
| Investment Earnings Or Losses | -$61,217 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $530,448 | OtherExpendituresAmt |
| End Year Balance | $13,115,175 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.89000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.11000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $63,827 | OtherCostOrOtherBasisAmt |
| Book Value | $63,827 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $100,000 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $464,611 | OtherCostOrOtherBasisAmt |
| Depreciation | $53,695 | DepreciationAmt |
| Book Value | $510,916 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $61,689 | OtherCostOrOtherBasisAmt |
| Depreciation | $57,411 | DepreciationAmt |
| Book Value | $4,278 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,975 | OtherCostOrOtherBasisAmt |
| Depreciation | $888 | DepreciationAmt |
| Book Value | $4,087 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $583,108 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| FUNDS HELD FOR OTHERS | $804,138 |
| DUE TO UNIVERSITY | $657,364 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,461,502 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|---|---|---|---|---|
| UNIVERSITY OF WISCONSIN - OSHKOSH | ||||||||||
| 800 ALGOMA BLVD | OSHKOSH | WI | 54901 | 391805963 | 501(C)(3) | $375,563 | $0 | PROVIDE SCHOLARSHIPS FOR EDUCATION OPPROTUNITIES TO UW OSHKOSH STUDENTS. | ||
| UNIVERSITY OF WISCONSIN - OSHKOSH | ||||||||||
| 800 ALGOMA BLVD | OSHKOSH | WI | 54901 | 391805963 | 501(C)(3) | $74,485 | $0 | 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) | $59,044 | $0 | 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) | $5,117 | DONATION OF THE COMPLETED ALUMNI WELCOME CENTER | BOOK | CURRENT YEAR CONSTRUCTION COSTS OF THE ALUMNI WELCOME CENTER | |
| UNIVERSITY OF WISCONSIN - OSHKOSH | ||||||||||
| 800 ALGOMA BLVD | OSHKOSH | WI | 54901 | 391805963 | 501(C)(3) | $30,289 | CLOTHING DONATED FOR UWO BUSINESS SCHOOL CAREER CLOSET.EQUIPMENT AND SUPPLIES DONATED TO SUPPORT UW OSHKOSH PROGRAMS AND EVENTS. | BOOK | CLOTHING, EQUIPMENT & SUPPLIES | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| SCHOLARSHIPS FOR UNIVERSITY OF WISCONSIN OSHKOSH STUDENTS | 435 | $677,288 |
| AWARDS AND RECOGNITION TO OUTSTANDING UNIVERSITY OF WISCONSIN OSHKOSH STUDENTS | 109 | $21,280 |
| AWARDS AND RECOGNITION TO OUTSTANDING UW OSHKOSH EMPLOYEES | 64 | $31,355 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ARTHUR H RATHJEN | PersonNm |
| Title | PRESIDENT | TitleTxt |
| Base Compensation Filing Org | $142,961 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $46,579 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $189,540 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | A COMPENSATION COMMITTEE IS USED AS PART OF THE PROCESS OF DETERMINING THE COMPENSATION OF THE ORGANIZATION'S PRESIDENT (CEO). THE STATE OF WISCONSIN DEPARTMENT OF EMPLOYMENT RELATIONS SETS A RANGE THAT MAY BE PAID TO THE ORGANIZATION'S PRESIDENT (CEO). | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|
| CITY OF OSHKOSH | |||||||
| A | 396005563 | 2008-05-01 | $3,300,000 | THE RENOVATION AND CONSTRUCTION OF THE OSHKOSH SPORTS COMPLEX | 0 | 0 | 0 |
| CITY OF OSHKOSH | |||||||
| B | 396005563 | 2013-01-18 | $10,000,000 | CONSTRUCTION OF ALUMNI WELCOME CONFERENCE CENTER | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Capitalized InterestCapitalizedInterestAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $2,833,578 | $3,300,000 | $50,806 | $2,290,642 | $958,552 | 2009 | 0 | 0 | Yes (1) | Yes (1) | |
| B | $3,560,606 | $10,000,000 | $64,578 | $9,739,034 | 2014 | 0 | 0 | Yes (1) | Yes (1) | $196,388 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| B | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| B | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | 0 |
| B | 0 |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,244 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COST | MethodOfDeterminingRevenuesTxt |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $12,824 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COST | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 5 | ContributionCnt |
| Noncash Contributions Rpt F990 | $83,004 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | SELLING PRICE | MethodOfDeterminingRevenuesTxt |
Scientific Specimens ScientificSpecimensGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COST | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | MEDICAL EQUIPMENT | 3 | $9,273 | COST |
| Yes (X) | GIFT CERTIFICATES AND TICKETS | 29 | $4,948 | COST |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | NUMBER OF CONTRIBUTIONS IS THE NUMBER OF DONORS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE 990 IS REVIEWED BY THE ACCOUNTANTS AND BOARD SECRETARY 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 | THE STATE OF WISCONSIN DEPARTMENT OF EMPLOYMENT RELATIONS SETS A RANGE THAT THE EMPLOYEE MAY BE PAID CORRESPONDING TO JOB DESCRIPTION. |
| 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 -23,706. BOOK VS TAX INCOME FROM S CORP 30,000. |
| FORM 990, PART XII, LINE 2C: | THE ORGANIZATION'S OVERSIGHT AND SELECTION PROCESSES HAVE NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| 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 | $0 | $311,721 | 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 | $284,418 | $625,162 | UNIVERSITY OF WISCONSIN OSHKOSH FOUNDATION INC |
| INSTITUTE FOR ENTREPRENEURIAL LEADERSHIP LLC | |||||||||
| 625 PEARL AVENUE | OSHKOSH | WI | 54901 | STIMULATE & SUPPORT ENTREPRENEURSHIP & JOB CREATION | WI | $0 | $0 | UNIVERSITY OF WISCONSIN OSHKOSH FOUNDATION INC | |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|
| UNIVERSITY OF WISCONSIN OSHKOSH | ||||||||||
| 800 ALGOMA BLVD | OSHKOSH | WI | 54901 | 391805963 | PUBLIC UNIVERSITY | WI | 501(C)(3) | LINE 2 | 0 | |
| BUSINESS SUCCESS CENTER INC | ||||||||||
| 625 PEARL AVE SUITE 212 | OSHKOSH | WI | 54901 | 391943791 | FURTHER THE DEVELOPMENT OF THE UNIVERSITY AND THE COMMUNITY | WI | 501(C)(3) | LINE 9 | 0 | UNIVERSITY OF WISCONSIN - OSHKOSH |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OSHKOSH INVESTORS LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 E WASHINGTON ST STE 2A | AddressLine1Txt |
| City | APPLETON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54911 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 300719123 | EIN |
| Primary Activities | HOTEL MANAGEMENT | PrimaryActivitiesTxt |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Predominant Income Type | UNRELATED | PredominantIncomeTypeTxt |
| Share Of Total Income | $199,406 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $1,705,925 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| UBI Code V | $199,406 | UBICodeVAmt |
| General Or Managing Partner | Yes (1) | GeneralOrManagingPartnerInd |
| Ownership | 0.11670 | OwnershipPct |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | $351,685 | $2,244,897 | 1.00000 | Yes (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 | $1,073,685 | $6,278,769 | 1.00000 | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| UW-OSHKOSH FOUNDATION ROSENDALE BIODIGESTER LLC | ||
| D | $1,057,000 | BOOK BALANCE |
| UW-OSHKOSH FOUNDATION - WITZEL LLC | ||
| D | $973,175 | BOOK BALANCE |