2016-02-10T14:04:43-06:00 2015-06-30 390758449 WIPFLI LLP 3703 OAKWOOD HILLS PARKWAY EAU CLAIRE WI 54701 990 2014-07-01 390972350 UNIVERSITY OF WISCONSIN - EAU CLAIRE FOUNDATION INC UNIV 7158362987 105 GARFIELD AVENUE EAU CLAIRE WI 54701 KIMERA M WAY PRESIDENT 7158365180 2016-02-03 1 ROB GANSCHOW CPA P01374207 7158323407 2016-02-03 2014 2016-08-17 19:52:53Z KIMERA M WAY 105 GARFIELD AVENUE EAU CLAIRE WI 54701 11505538 0 X WWW.UWEC.EDU/FOUNDATION X 1958 WI 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. 38 38 0 85 0 0 10622641 7795341 0 0 2713447 3180665 30286 75098 13366374 11051104 4615310 5400772 0 0 0 0 0 0 654129 1382634 1948403 5997944 7349175 7368430 3701929 67600444 79266641 5497885 13995126 62102559 65271515 X 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. 0 0 3585737 3585737 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. 1815035 1815035 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. 21888 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. 9691 9691 5432351 1 1 0 0 0 1 1 1 0 1 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 0 0 0 1 27 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 X 38 38 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 0 0 1 0 WI X KIMERA WAYCOBY KOHN 7158362987 105 GARFIELD AVENUE EAU CLAIRE WI 54701 BARRY MOULLET CHAIR 0.00 X X 0 0 0 GEORGE STROEBEL VICE CHAIR 0.00 X X 0 0 0 ANDREW BURISH TREASURER 0.00 X X 0 0 0 BETSY KELL SECRETARY 0.00 X X 0 0 0 JOANNE BRANDES PAST PRESIDENT 0.00 X X 0 0 0 LISA ALLAMAN DIRECTOR 0.00 X 0 0 0 CHARLES BAUER DIRECTOR 0.00 X 0 0 0 STEVE BIEN DIRECTOR 0.00 X 0 0 0 MICHAEL CARNEY DIRECTOR 0.00 X 0 0 0 TODD EBERHARDT DIRECTOR 0.00 X 0 0 0 HON CATHERINE FURAY DIRECTOR 0.00 X 0 0 0 CHARLES GRAUPNER DIRECTOR 0.00 X 0 0 0 MELISSA HOEPPNER DIRECTOR 0.00 X 0 0 0 TIMOTHY HOEPPNER DIRECTOR 0.00 X 0 0 0 CARL HOLMQUIST DIRECTOR 0.00 X 0 0 0 WILLIAM KLISH DIRECTOR 0.00 X 0 0 0 VICKI LORD LARSON DIRECTOR 0.00 X 0 0 0 DAVID LASSEK DIRECTOR 0.00 X 0 0 0 GRACE LAU DIRECTOR 0.00 X 0 0 0 JEFFREY LIDDICOAT DIRECTOR 0.00 X 0 0 0 NEIL LIPINSKI DIRECTOR 0.00 X 0 0 0 JANE LOKKEN DIRECTOR 0.00 X 0 0 0 CHRIS MARSYLA DIRECTOR 0.00 X 0 0 0 JIM MELLINGER DIRECTOR 0.00 X 0 0 0 SARA MELLINGER DIRECTOR 0.00 X 0 0 0 ROBERT MICKELSON DIRECTOR 0.00 X 0 0 0 JULIE PECK DIRECTOR 0.00 X 0 0 0 RUDY PEREIRA DIRECTOR 0.00 X 0 0 0 RICK SCHRODER DIRECTOR 0.00 X 0 0 0 KIM SCHULTZ DIRECTOR 0.00 X 0 0 0 CASEY SYLLA DIRECTOR 0.00 X 0 0 0 ERIC WAN DIRECTOR 0.00 X 0 0 0 EVELYN ZABO DIRECTOR 0.00 X 0 0 0 KIMERA WAY PRESIDENT 50.00 X 136350 0 0 ROBIN LEARY ASSISTANT SECRETARY 40.00 X 51588 0 0 COBY KOHN ASSISTANT TREASURER 45.00 X 80500 0 0 KATHI LEE ASSISTANT TREASURER 0.00 X 0 0 0 LORI MAASSEN ASSISTANT TREASURER 45.00 X 60375 0 0 328813 0 0 1 0 0 1 0 7795341 1469039 7795341 1312977 1312977 529532 454434 75098 75098 75098 1867688 0 1867688 1867688 1867688 11051104 75098 0 3180665 3585737 3585737 1815035 1815035 13351 13351 277247 277247 262815 262815 7807 7807 66099 -29131 95230 68868 68868 18215 18215 63795 63795 10437 10437 11982 11982 SOLICITATION EXPENSE 732488 523452 209036 STUDENT HELP/STIPENDS/A 83737 9302 74435 CULTIVATION AND HOSPITA 79809 2423 77386 PRINTING AND PUBLICATIO 66475 66475 185278 31579 91000 62699 7349175 5432351 1262695 654129 242799 183507 1951267 2620451 5625423 4570179 53711 296591 3134130 7306596 0 125000 53566 42835 7737048 226724 3926462 7510324 50903673 54230374 1709413 2380784 67600444 79266641 533113 1095877 2014114 5550152 2950658 7349097 5497885 13995126 X 2590393 1111057 39131099 42143056 20381067 22017402 62102559 65271515 67600444 79266641 X 3701929 -534971 44189 -42191 X X 0 1 X 1 0 X 5506418 5351645 6009449 10622641 7795341 35285494 5506418 5351645 6009449 10622641 7795341 35285494 4646961 30638533 898177 781445 830772 1691747 1842509 6044650 41330144 0.74130 0.81270 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2 121746 0 829404 1 1 X 4 314.00 0 0 0 1 1 20.00 0 4832 34598 0 59512166 7216975 2262903 1274961 3336724 219901 64160458 48883151 10154007 7219413 1083033 2838311 2823061 59512166 43969256 5896467 4080760 1021198 2902042 1140092 48883151 42586205 4883715 1316270 1782265 3034669 43969256 35469651 5058890 6741899 1873694 2810541 42586205 0.31600 0.30600 0.37800 1 0 844671 844671 3227974 207954 3020020 43234 18770 24464 3621169 3621169 7510324 PART II, LINE 9: CONSERVATION EASEMENTS ARE REPORTED IN THE FINANCIAL STATEMENTS AS REAL ESTATE PROPERTY AT A VALUE OF $1 PER ACRE. PART V, LINE 4: THERE ARE TWO MAIN USES FOR THE FOUNDATION'S ENDOWMENT FUNDS. FIRST, TO PROVIDE STUDENT SCHOLARSHIPS DESIGNATED SPECIFICALLY BY THE DONORS FOR THIS PURPOSE. SECOND, FOR GENERAL OPERATIONAL SUPPORT OF THE UNIVERSITY'S DEPARTMENTS WHICH HAVE ALSO BEEN SPECIFICALLY DESIGNATED BY THE DONORS. 1 UNIVERSITY OF WISCONSIN - EAU CLAIRE 105 GARFIELD AVENUE EAU CLAIRE WI 54701 391805963 STATE OF WISCONSIN 3585737 UNIVERSITY DEPARTMENT SUPPORT STUDENT SCHOLARSHIPS 1238 1801435 FACULTY/STAFF AWARDS 16 13600 PART I, LINE 2: STUDENT SCHOLARSHIPS ARE ADMINISTERED THROUGH THE UW-EAU CLAIRE FINANCIAL AIDS OFFICE. USING A DIRECT APPLICATION METHOD, SCHOLARSHIP AWARD AMOUNTS ARE DEPOSITED DIRECTLY INTO THE STUDENT'S UNIVERSITY CAMPUS ACCOUNT. THE FINANCIAL AIDS OFFICE MONITORS ALL THE FINANCIAL AID THAT EACH ENROLLED STUDENT RECEIVES. FACULTY AND STAFF AWARDS ARE ADMINISTERED THROUGH DEPARTMENT CHAIRS OR IN THE CASE OF THE SIX EXCELLENCE AWARDS, THOSE ARE PROCESSED THROUGH STAFF NOMINATIONS SUBMITTED TO A DESIGNATED CAMPUS COMMITTEE. 0 0 0 0 0 0 0 0 0 FORM 990, PART VII, SECTION A, LINE 5 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 BLUGOLD REAL ESTATE FOUNDATION INC KIMERA WAY AND COBY KOHN ARE CURRENT OFFICERS FOR BOTH ENTITIES. 280300 DURING THE YEAR, THE UNIVERSITY OF WISCONSIN-EAU CLAIRE FOUNDATION, INC. LOANED THE BLUGOLD REAL ESTATE FOUNDATION, INC. $280,300. 0 X 2 501 FMV AT DATE OF DONATION X 20 FMV AT DATE OF DONATION X 51 1460364 FMV AT DATE OF DONATION X 1 250 FMV AT DATE OF DONATION X 1 700 FMV AT DATE OF DONATION X TOOTHPICK HOLDERS 1 4832 FMV AT DATE OF DONAT X GIFT CERTIFICATES 1 2000 FMV AT DATE OF DONAT X 24 CD'S AND 1 DVD 1 202 FMV AT DATE OF DONAT X ATHLETIC TRAINING SUPPLIES 1 170 FMV AT DATE OF DONAT 0 1 1 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. 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. BLUGOLD REAL ESTATE LLC 105 GARFIELD AVE EAU CLAIRE WI 54701 273422735 REAL ESTATE WI 530070 6948689 UNIVERSITY OF WISCONSIN-EAU CLAIRE FOUNDATION INC GTNT LLC 105 GARFIELD AVE EAU CLAIRE WI 54701 472259748 REAL ESTATE WI 0 1046568 UNIVERSITY OF WISCONSIN-EAU CLAIRE FOUNDATION INC BLUGOLD REAL ESTATE FOUNDATION INC 105 GARFIELD AVENUE EAU CLAIRE WI 54701 471689874 REAL ESTATE WI 501(C)(3) LINE 11A, I UNIVERSITY OF WISCONSIN - EAU CLAIRE FOUNDATION INC 0 HAYMARKET CONCEPTS LLC PO BOX 617 EAU CLAIRE WI 547020617 452928624 REAL ESTATE WI N/A RELATED -10054 2753396 0 0 0.50000 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 BLUGOLD REAL ESTATE FOUNDATION INC D 280300 AUDITED 6/30/15 BALANCE HAYMARKET CONCEPTS LLC D 6566397 AUDITED 6/30/15 BALANCE