UNIVERSITY OF WISCONSIN-EAU CLAIRE FOUNDATION INC: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF WISCONSIN-EAU CLAIRE FOUNDATION INC (EIN 39-0972350)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-02-10
- IRS object ID
- 201620419349301577
- Schema version
- 2014v6.0
- 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 L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-02-10T14:04:43-06:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390758449 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WIPFLI LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3703 OAKWOOD HILLS PARKWAY | AddressLine1Txt |
| City | EAU CLAIRE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390972350 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF WISCONSIN - EAU CLAIRE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 7158362987 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 105 GARFIELD AVENUE | AddressLine1Txt |
| City | EAU CLAIRE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54701 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KIMERA M WAY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7158365180 | PhoneNum |
| Signature | 2016-02-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROB GANSCHOW CPA | PreparerPersonNm |
| PTIN | P01374207 | PTIN |
| Phone | 7158323407 | PhoneNum |
| Preparation | 2016-02-03 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KIMERA M WAY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 105 GARFIELD AVENUE | AddressLine1Txt |
| City | EAU CLAIRE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $11,505,538 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UWEC.EDU/FOUNDATION | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1958 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | THE FOUNDATION WAS FORMED TO FURTHER THE GOALS OF THE UNIVERSITY OF WISCONSIN-EAU CLAIRE BY SOLICITING AND RECEIVING GIFTS AND BEQUESTS OF PROPERTY FOR THE DEVELOPMENT, PROMOTION, AND BENEFIT OF THE UNIVERSITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 38 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 38 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 85 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $10,622,641 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,795,341 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,713,447 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,180,665 | CYInvestmentIncomeAmt |
| PY Other Revenue | $30,286 | PYOtherRevenueAmt |
| CY Other Revenue | $75,098 | CYOtherRevenueAmt |
| PY Total Revenue | $13,366,374 | PYTotalRevenueAmt |
| CY Total Revenue | $11,051,104 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,615,310 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $5,400,772 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $654,129 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,382,634 | PYOtherExpensesAmt |
| CY Other Expenses | $1,948,403 | CYOtherExpensesAmt |
| PY Total Expenses | $5,997,944 | PYTotalExpensesAmt |
| CY Total Expenses | $7,349,175 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $7,368,430 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,701,929 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $67,600,444 | TotalAssetsBOYAmt |
| Total Assets EOY | $79,266,641 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,497,885 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $13,995,126 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $62,102,559 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $65,271,515 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE OBJECTIVES OF THE UNIVERSITY OF WISCONSIN-EAU CLAIRE FOUNDATION, INC. SHALL BE: A) TO SOLICIT, RECEIVE AND HOLD GIFTS, GRANTS, DEVISES AND BEQUESTS OF MONEY, PROPERTY, AND OTHER ITEMS OF VALUE FOR THE BENEFIT OF THE UNIVERSITY OF WISCONSIN-EAU CLAIRE, AND THE FACULTY AND STUDENTS THEREOF;B) TO INVEST AND REINVEST THE SAME;C) TO GIVE AND TO GRANT TO THE UNIVERSITY GIFTS, GRANTS AND BEQUESTS OF MONEY AND OTHER ITEMS OF VALUE FOR EDUCATIONAL AND/OR RESEARCH PURPOSES, AND TO AID AND ASSIST THE QUALIFIED EDUCATIONAL, RESEARCH AND SERVICE PROGRAMS OF THE UNIVERSITY, IT'S FACULTY AND STUDENTS;D) TO OTHERWISE ASSIST THE UNIVERSITY IN ACHIEVING ITS EDUCATIONAL, RESEARCH AND SERVICE PURPOSES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,585,737 | ExpenseAmt |
| Grant | $3,585,737 | GrantAmt |
| Desc | THE FOUNDATION DISBURSED 66% 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,815,035 | ExpenseAmt |
| Grant | $1,815,035 | GrantAmt |
| Desc | STUDENT SCHOLARSHIPS AND AWARDS IS THE SECOND LARGEST PROGRAM SERVICE OFFERED BY THE FOUNDATION. THIS EQUATES TO 33% OF TOTAL PROGRAM EXPENSES. FUNDING COMES FROM RESTRICTED AND UNRESTRICTED FUNDS. THE NUMBER OF SCHOLARSHIP RECIPIENTS IS OVER 1,000 STUDENTS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $21,888 | ExpenseAmt |
| Desc | THE THIRD LARGEST AREA OF FOUNDATION FUNDING SUPPORT IS FOR THE ALUMNI OFFICE. 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. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $9,691 | ExpenseAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $9,691 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $5,432,351 | 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 | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | Yes (1) | ConservationEasementsInd |
| Collections Of Art | Yes (1) | 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 | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | 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 | 0 | TaxExemptBondsInd |
| 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 | Yes (1) | 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 | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 27 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 38 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 38 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | 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 | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | 0 | 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 | KIMERA WAYCOBY KOHN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7158362987 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 105 GARFIELD AVENUE | AddressLine1Txt |
| City | EAU CLAIRE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54701 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (38 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| BARRY MOULLET | ||||||
| CHAIR | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| GEORGE STROEBEL | ||||||
| VICE CHAIR | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ANDREW BURISH | ||||||
| TREASURER | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BETSY KELL | ||||||
| SECRETARY | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JOANNE BRANDES | ||||||
| PAST PRESIDENT | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LISA ALLAMAN | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| CHARLES BAUER | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| STEVE BIEN | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL CARNEY | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| TODD EBERHARDT | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| HON CATHERINE FURAY | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| CHARLES GRAUPNER | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MELISSA HOEPPNER | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| TIMOTHY HOEPPNER | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| CARL HOLMQUIST | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM KLISH | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| VICKI LORD LARSON | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID LASSEK | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| GRACE LAU | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JEFFREY LIDDICOAT | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| NEIL LIPINSKI | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JANE LOKKEN | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| CHRIS MARSYLA | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JIM MELLINGER | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| SARA MELLINGER | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT MICKELSON | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JULIE PECK | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| RUDY PEREIRA | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| RICK SCHRODER | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| KIM SCHULTZ | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| CASEY SYLLA | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ERIC WAN | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| EVELYN ZABO | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| KIMERA WAY | ||||||
| PRESIDENT | 50.00 | Yes (X) | $136,350 | $0 | $0 | |
| ROBIN LEARY | ||||||
| ASSISTANT SECRETARY | 40.00 | Yes (X) | $51,588 | $0 | $0 | |
| COBY KOHN | ||||||
| ASSISTANT TREASURER | 45.00 | Yes (X) | $80,500 | $0 | $0 | |
| KATHI LEE | ||||||
| ASSISTANT TREASURER | 0.00 | Yes (X) | $0 | $0 | $0 | |
| LORI MAASSEN | ||||||
| ASSISTANT TREASURER | 45.00 | Yes (X) | $60,375 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $328,813 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | Yes (1) | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $7,795,341 | AllOtherContributionsAmt |
| Noncash Contributions | $1,469,039 | NoncashContributionsAmt |
| Total Contributions | $7,795,341 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,312,977 | TotalRevenueColumnAmt |
| Exclusion | $1,312,977 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $529,532 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $454,434 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $75,098 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $75,098 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $75,098 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,867,688 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,867,688 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,867,688 | TotalRevenueColumnAmt |
| Exclusion | $1,867,688 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,051,104 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $75,098 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,180,665 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,585,737 | TotalAmt |
| Program Services | $3,585,737 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,815,035 | TotalAmt |
| Program Services | $1,815,035 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,351 | TotalAmt |
| Management And General | $13,351 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $277,247 | TotalAmt |
| Management And General | $277,247 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $262,815 | TotalAmt |
| Management And General | $262,815 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,807 | TotalAmt |
| Management And General | $7,807 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,099 | TotalAmt |
| Management And General | -$29,131 | ManagementAndGeneralAmt |
| Fundraising | $95,230 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,868 | TotalAmt |
| Fundraising | $68,868 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,215 | TotalAmt |
| Management And General | $18,215 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,795 | TotalAmt |
| Management And General | $63,795 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,437 | TotalAmt |
| Management And General | $10,437 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,982 | TotalAmt |
| Management And General | $11,982 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| SOLICITATION EXPENSE | $732,488 | $523,452 | $209,036 |
| STUDENT HELP/STIPENDS/A | $83,737 | $9,302 | $74,435 |
| CULTIVATION AND HOSPITA | $79,809 | $2,423 | $77,386 |
| PRINTING AND PUBLICATIO | $66,475 | $66,475 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $185,278 | TotalAmt |
| Program Services | $31,579 | ProgramServicesAmt |
| Management And General | $91,000 | ManagementAndGeneralAmt |
| Fundraising | $62,699 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,349,175 | TotalAmt |
| Program Services | $5,432,351 | ProgramServicesAmt |
| Management And General | $1,262,695 | ManagementAndGeneralAmt |
| Fundraising | $654,129 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $242,799 | BOYAmt |
| EOY | $183,507 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,951,267 | BOYAmt |
| EOY | $2,620,451 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,625,423 | BOYAmt |
| EOY | $4,570,179 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,711 | BOYAmt |
| EOY | $296,591 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,134,130 | BOYAmt |
| EOY | $7,306,596 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $125,000 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,566 | BOYAmt |
| EOY | $42,835 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $7,737,048 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $226,724 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,926,462 | BOYAmt |
| EOY | $7,510,324 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,903,673 | BOYAmt |
| EOY | $54,230,374 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,709,413 | BOYAmt |
| EOY | $2,380,784 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,600,444 | BOYAmt |
| EOY | $79,266,641 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $533,113 | BOYAmt |
| EOY | $1,095,877 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,014,114 | BOYAmt |
| EOY | $5,550,152 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,950,658 | BOYAmt |
| EOY | $7,349,097 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,497,885 | BOYAmt |
| EOY | $13,995,126 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,590,393 | BOYAmt |
| EOY | $1,111,057 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,131,099 | BOYAmt |
| EOY | $42,143,056 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,381,067 | BOYAmt |
| EOY | $22,017,402 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,102,559 | BOYAmt |
| EOY | $65,271,515 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,600,444 | BOYAmt |
| EOY | $79,266,641 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $3,701,929 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$534,971 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $44,189 | DonatedServicesAndUseFcltsAmt |
| Other Changes In Net Assets | -$42,191 | 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) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,506,418 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,351,645 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,009,449 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,622,641 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,795,341 | CurrentTaxYearAmt |
| Total | $35,285,494 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,506,418 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,351,645 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,009,449 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,622,641 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,795,341 | CurrentTaxYearAmt |
| Total | $35,285,494 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $4,646,961 | SubstantialContributorsTotAmt |
| Public Support Total170 | $30,638,533 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $898,177 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $781,445 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $830,772 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,691,747 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,842,509 | CurrentTaxYearAmt |
| Total | $6,044,650 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $41,330,144 | TotalSupportAmt |
| Public Support CY170 | 0.74130 | PublicSupportCY170Pct |
| Public Support PY170 | 0.81270 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 2 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $121,746 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $0 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $829,404 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
| Protection Natural Habitat | Yes (X) | ProtectionNaturalHabitatInd |
| Total Easements | 4 | TotalEasementsCnt |
| Total Acreage | 314.00 | TotalAcreageCnt |
| Historic Structure Easements | 0 | HistoricStructureEasementsCnt |
| Historic Strctr Easements Aftr | 0 | HistoricStrctrEasementsAftrCnt |
| Modified Easements | 0 | ModifiedEasementsCnt |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | Yes (1) | WrittenPolicyMonitoringInd |
| Staff Hours Spent Enforcement | 20.00 | StaffHoursSpentEnforcementCnt |
| Expenses Incurred Enforcement | $0 | ExpensesIncurredEnforcementAmt |
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $4,832 | RevenuesIncludedAmt |
| Assets Included | $34,598 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $59,512,166 | BeginningYearBalanceAmt |
| Contributions | $7,216,975 | ContributionsAmt |
| Investment Earnings Or Losses | $2,262,903 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,274,961 | GrantsOrScholarshipsAmt |
| Other Expenditures | $3,336,724 | OtherExpendituresAmt |
| Administrative Expenses | $219,901 | AdministrativeExpensesAmt |
| End Year Balance | $64,160,458 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $48,883,151 | BeginningYearBalanceAmt |
| Contributions | $10,154,007 | ContributionsAmt |
| Investment Earnings Or Losses | $7,219,413 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,083,033 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,838,311 | OtherExpendituresAmt |
| Administrative Expenses | $2,823,061 | AdministrativeExpensesAmt |
| End Year Balance | $59,512,166 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $43,969,256 | BeginningYearBalanceAmt |
| Contributions | $5,896,467 | ContributionsAmt |
| Investment Earnings Or Losses | $4,080,760 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,021,198 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,902,042 | OtherExpendituresAmt |
| Administrative Expenses | $1,140,092 | AdministrativeExpensesAmt |
| End Year Balance | $48,883,151 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $42,586,205 | BeginningYearBalanceAmt |
| Contributions | $4,883,715 | ContributionsAmt |
| Investment Earnings Or Losses | $1,316,270 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,782,265 | GrantsOrScholarshipsAmt |
| Other Expenditures | $3,034,669 | OtherExpendituresAmt |
| End Year Balance | $43,969,256 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $35,469,651 | BeginningYearBalanceAmt |
| Contributions | $5,058,890 | ContributionsAmt |
| Investment Earnings Or Losses | $6,741,899 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,873,694 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,810,541 | OtherExpendituresAmt |
| End Year Balance | $42,586,205 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.31600 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.30600 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.37800 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $844,671 | InvestmentCostOrOtherBasisAmt |
| Book Value | $844,671 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $3,227,974 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $207,954 | DepreciationAmt |
| Book Value | $3,020,020 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $43,234 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $18,770 | DepreciationAmt |
| Book Value | $24,464 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $3,621,169 | InvestmentCostOrOtherBasisAmt |
| Book Value | $3,621,169 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $7,510,324 | TotalBookValueLandBuildingsAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF WISCONSIN - EAU CLAIRE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 105 GARFIELD AVENUE | AddressLine1Txt |
| City | EAU CLAIRE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 391805963 | RecipientEIN |
| IRC Section | STATE OF WISCONSIN | IRCSectionDesc |
| Cash Grant | $3,585,737 | CashGrantAmt |
| Purpose Of Grant | UNIVERSITY DEPARTMENT SUPPORT | PurposeOfGrantTxt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| STUDENT SCHOLARSHIPS | 1238 | $1,801,435 |
| FACULTY/STAFF AWARDS | 16 | $13,600 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, PART VII, SECTION A, LINE 5 | FormAndLineReferenceDesc |
| Explanation | OFFICERS OF THE FOUNDATION RECEIVE COMPENSATION FROM THE UNIVERSITY OF WISCONSIN - EAU CLAIRE AND NOT FROM THE FOUNDATION ITSELF, AS OUTLINED IN AN AGREEMENT BETWEEN THE TWO PARTIES ON SEPTEMBER 28, 2012. THIS AGREEMENT STATES THAT THE FOUNDATION WILL PROVIDE TO AND FOR THE BENEFIT OF THE UNIVERSITY DEVELOPMENT SERVICES, WHICH IN TURN, THE UNIVERSITY SHALL PAY SALARY AND FRINGE BENEFITS TO UNIVERSITY STAFF DIRECTLY RESPONSIBLE FOR DEVELOPMENT SERVICES. THE FOUNDATION REIMBURSED UNIVERSITY OF WISCONSIN-EAU CLAIRE FOR 100% OF KIMERA WAY'S SALARY AND BENEFITS ($136,350) AND 25% OF COBY KOHN'S SALARY AND BENEFITS ($20,125) PROVIDED TO THE OFFICERS. THE REMAINING SALARY AND BENEFITS PAID TO OFFICERS BY THE UNIVERSITY OF WISCONSIN - EAU CLAIRE INCLUDE: ROBIN LEARY, ASSISTANT SECRETARY - $51,588 LORI MAASSEN, ASSISTANT SECRETARY - $52,015 COBY KOHN, ASSISTANT TREASURER - $60,375 | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLUGOLD REAL ESTATE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | KIMERA WAY AND COBY KOHN ARE CURRENT OFFICERS FOR BOTH ENTITIES. | RelationshipDescriptionTxt |
| Transaction | $280,300 | TransactionAmt |
| Transaction | DURING THE YEAR, THE UNIVERSITY OF WISCONSIN-EAU CLAIRE FOUNDATION, INC. LOANED THE BLUGOLD REAL ESTATE FOUNDATION, INC. $280,300. | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $501 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV AT DATE OF DONATION | MethodOfDeterminingRevenuesTxt |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $20 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV AT DATE OF DONATION | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 51 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,460,364 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV AT DATE OF DONATION | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $250 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV AT DATE OF DONATION | MethodOfDeterminingRevenuesTxt |
Scientific Specimens ScientificSpecimensGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $700 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV AT DATE OF DONATION | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | TOOTHPICK HOLDERS | 1 | $4,832 | FMV AT DATE OF DONAT |
| Yes (X) | GIFT CERTIFICATES | 1 | $2,000 | FMV AT DATE OF DONAT |
| Yes (X) | 24 CD'S AND 1 DVD | 1 | $202 | FMV AT DATE OF DONAT |
| Yes (X) | ATHLETIC TRAINING SUPPLIES | 1 | $170 | FMV AT DATE OF DONAT |
| 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 | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, COLUMN (B): | THE AMOUNT REPORTED IN COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED. |
| PART I, LINE 32B: | A STOCK BROKER IS HIRED TO SELL DONATED STOCK GIFTS. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | ONE BOARD MEMBER WORKS AT A LEGAL FIRM THAT THE FOUNDATION OCCASIONALLY EMPLOYS |
| FORM 990, PART VI, SECTION B, LINE 11 | 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 MEMBER COMPLETES A CONFLICT OF INTEREST STATEMENT AND THEY ARE REVIEWED BY THE EXECUTIVE DIRECTOR AND BOARD PRESIDENT. |
| FORM 990, PART VI, SECTION C, LINE 19 | OTHER GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC EITHER BY WAY OF THE ORGANIZATION'S WEBSITE OR UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF BEQUESTS -45,117. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -11,933. CHANGE IN CASH SURRENDER VALUE OF LIFE INSURANCE 14,859. |
| FORM 990, PART XI, LINE 2C | BOARD OF DIRECTORS SELECTS INDEPENDENT AUDITOR. THE OVERSIGHT PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (2 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 |
|---|---|---|---|---|---|---|---|---|---|
| BLUGOLD REAL ESTATE LLC | |||||||||
| 105 GARFIELD AVE | EAU CLAIRE | WI | 54701 | 273422735 | REAL ESTATE | WI | $530,070 | $6,948,689 | UNIVERSITY OF WISCONSIN-EAU CLAIRE FOUNDATION INC |
| GTNT LLC | |||||||||
| 105 GARFIELD AVE | EAU CLAIRE | WI | 54701 | 472259748 | REAL ESTATE | WI | $0 | $1,046,568 | UNIVERSITY OF WISCONSIN-EAU CLAIRE FOUNDATION INC |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLUGOLD REAL ESTATE FOUNDATION INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 105 GARFIELD AVENUE | AddressLine1Txt |
| City | EAU CLAIRE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 471689874 | EIN |
| Primary Activities | REAL ESTATE | PrimaryActivitiesTxt |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 11A, I | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF WISCONSIN - EAU CLAIRE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | 0 | ControlledOrganizationInd |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAYMARKET CONCEPTS LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 617 | AddressLine1Txt |
| City | EAU CLAIRE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 547020617 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 452928624 | EIN |
| Primary Activities | REAL ESTATE | PrimaryActivitiesTxt |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Predominant Income Type | RELATED | PredominantIncomeTypeTxt |
| Share Of Total Income | -$10,054 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $2,753,396 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| General Or Managing Partner | 0 | GeneralOrManagingPartnerInd |
| Ownership | 0.50000 | OwnershipPct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | 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 | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | 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 |
|---|---|---|
| BLUGOLD REAL ESTATE FOUNDATION INC | ||
| D | $280,300 | AUDITED 6/30/15 BALANCE |
| HAYMARKET CONCEPTS LLC | ||
| D | $6,566,397 | AUDITED 6/30/15 BALANCE |
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