2025-10-31T15:11:34-05:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 8215 GREENWAY BOULEVARD SUITE 600 MIDDLETON WI 53562 990 2024-01-01 391522072 UNIVERSITY OF WISCONSIN PARKSIDE FOUNDATION INC UNIV 2625952939 PO BOX 2000 KENOSHA WI 53141 JAN OECHLER-KIRSCHBAUM PRESIDENT 2625952939 2025-10-29 1 1 KIMBERLY ANDERSON P00188889 6086628600 2025-10-29 2024 2025-03-06 01:10:19Z JAN OECHLER-KIRSCHBAUM PO BOX 2000 KENOSHA WI 53141 9292868 0 X WWW.UWP.EDU/GIVING X 1985 WI TO PROVIDE SCHOLARSHIPS/GRANTS/AWARDS TO SUPPORT UW-PARKSIDE. 35 35 0 35 0 0 3108154 2289900 0 0 148023 1090253 -10028 10665 3246149 3390818 1545773 1546362 0 0 0 0 0 0 28874 290306 271122 1836079 1817484 1410070 1573334 20501204 22743253 470287 575132 20030917 22168121 THE UW-PARKSIDE FOUNDATION'S MISSION IS TO SUPPORT THE UNIVERSITY OF WISCONSIN-PARKSIDE BY RAISING FUNDS THAT WILL ENHANCE ACCESS TO EDUCATIONAL EXCELLENCE AND TO PROMOTE MUTUALLY BENEFICIAL PARTNERSHIPS. 0 0 1552820 1546362 TO COLLECT AND RECEIVE GIFTS AND BEQUESTS, AND TO HOLD, ADMINISTER, USE OR DISTRIBUTE THESE GIFTS AND BEQUESTS FOR THE BENEFIT OF UW-PARKSIDE AND ITS STUDENTS IN THE ADVANCEMENT OF THE UNIVERSITY'S SCIENTIFIC, LITERARY AND EDUCATIONAL PURPOSES. 1552820 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 2 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 35 35 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 WI X FELLE & ASSOCIATES SC 2628869640 6855 MARINER DR MOUNT PLEASANT WI 53406 X STEVE DONOVAN PRESIDENT 1.00 X X 0 0 0 JAN OECHLER-KIRSCHBAUM VICE PRESIDENT 1.00 X X 0 0 0 KATHRYN ANDREA TREASURER 1.00 X X 0 0 0 OMAIR AHMED DIRECTOR 1.00 X 0 0 0 MICHAEL BOND DIRECTOR 1.00 X 0 0 0 CRYSTAL CALLAHAN DIRECTOR 1.00 X 0 0 0 MT BOYLE DIRECTOR 1.00 X 0 0 0 JOE CRONIN DIRECTOR 1.00 X 0 0 0 JODY BLOYER DIRECTOR 1.00 X 0 0 0 MELVIN HARGROVE DIRECTOR 1.00 X 0 0 0 RICK HARRIS DIRECTOR 1.00 X 0 0 0 ELIZABETH HOFF DIRECTOR 1.00 X 0 0 0 ART HOWELL DIRECTOR 1.00 X 0 0 0 LEE JARAMILLO DIRECTOR 1.00 X 0 0 0 LISA JUST DIRECTOR 1.00 X 0 0 0 JAMES KRAMER DIRECTOR 1.00 X 0 0 0 STEVE SCHERER DIRECTOR 1.00 X 0 0 0 THOMAS KRIMMEL DIRECTOR 1.00 X 0 0 0 RAE LIVINGSTON DIRECTOR 1.00 X 0 0 0 TOM MAHONEY DIRECTOR 1.00 X 0 0 0 KRISTIN MCMANMON DIRECTOR 1.00 X 0 0 0 JEFFREY MEDIN DIRECTOR 1.00 X 0 0 0 SR MILLS DIRECTOR 1.00 X 0 0 0 MARK NAIDICZ DIRECTOR 1.00 X 0 0 0 JANET POBAR DIRECTOR 1.00 X 0 0 0 BRENT PODLOGAR DIRECTOR 1.00 X 0 0 0 WITNEY RIGHTLER DIRECTOR 1.00 X 0 0 0 JESUS RUIZ DIRECTOR 1.00 X 0 0 0 WES SABER DIRECTOR 1.00 X 0 0 0 JAY SEPANSKI DIRECTOR 1.00 X 0 0 0 DAVID STRASH DIRECTOR 1.00 X 0 0 0 GREG TAHVONEN DIRECTOR 1.00 X 0 0 0 SONYA VOLLMER DIRECTOR 1.00 X 0 0 0 NICK SMITH DIRECTOR 1.00 X 0 0 0 JENNIE TUNKIEICZ DIRECTOR 1.00 X 0 0 0 0 0 0 0 0 0 0 0 47636 2242264 11482 2289900 410895 410895 6544540 5865182 679358 679358 679358 27016 47636 29221 -2205 -2205 15249 7647 7602 7602 CSV OF LIFE INSURANCE 525100 5268 5268 5268 3390818 0 0 1100918 530647 530647 1015715 1015715 41930 41930 104528 104528 45029 45029 4872 4872 3518 3518 ADMINISTRATIVE SUPPORT 21000 21000 PRINTING & POSTAGE 14068 14068 FUNDRAISING EXPENSES 11327 11327 DONOR RECOGNITION 7485 7485 17365 6458 7428 3479 1817484 1552820 235790 28874 612838 770272 4083958 3074039 12559 4957 4957 15716985 18819031 69907 74954 20501204 22743253 470287 575132 470287 575132 X 363489 523760 19667428 21644361 20030917 22168121 20501204 22743253 1573334 563870 0 X 0 1 X 1 0 X 1978475 4535026 2229442 3108154 2289900 14140997 1978475 4535026 2229442 3108154 2289900 14140997 4450949 9690048 309598 288324 250206 352842 410895 1611865 7602 7602 2354 7324 4687 6501 5268 26134 15786598 113277 0.61380 0.58780 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 2,354. 2021 AMOUNT: $ 7,324. 2022 AMOUNT: $ 4,687. 2023 AMOUNT: $ 6,501. 2024 AMOUNT: $ 5,268. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 15354500 434224 1574681 402925 16960480 13243987 443961 2108746 442194 15354500 14733189 1327958 -2414308 402851 13243987 11535108 2083153 1422299 307371 14733189 8528433 1099675 2132471 225471 11535108 0.78561 0.21439 0 0 0 3906466 563870 19438 36868 620176 3286290 104528 104528 3390818 1769262 19438 36868 56306 1712956 104528 104528 1817484 PART V, LINE 4: THE FOUNDATION'S ENDOWMENTS CONSIST OF 125 INDIVIDUAL FUNDS ESTABLISHED FOR STUDENT SCHOLARSHIPS. ITS ENDOWMENTS INCLUDE DONOR-RESTRICTED ENDOWMENT FUNDS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES 36,868. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES 36,868. RANGER IMPACT OPEN 32237 18976 13261 18375 CNHS ALUMNI & COMMUNITY EVENT 19490 15125 4365 5444 700 2 22925 13535 9390 1200 3502 74652 47636 27016 1200 21877 5444 700 29221 -2205 15249 7647 0 15249 7647 7647 7602 WI 1 0 0 0 0.91000 0.09000 FELLE & ASSOCIATES SC 6855 MARINER DR MOUNT PLEASANT WI 53406 0 0 1 UNIVERSITY OF WISCONSIN - PARKSIDE 900 WOOD RD KENOSHA WI 53144 391805963 GOVERNMENT 530647 0 CAMPUS IMPROVEMENTS & ACTIVITIES 1 SCHOLARSHIPS TO STUDENTS 400 1015715 PART I, LINE 2: UNIVERSITY SYSTEMS AND PERSONNEL MONITOR AND RECORD GRANT AMOUNTS, ELIGIBILITY FOR GRANTS/ASSISTANCE (BASED ON STUDENT ENROLLMENT STATUS), AND SELECTION CRITERIA USED. FUNDS ARE AWARDED FOR SCHOLARSHIPS TO PAY STUDENTS' TUITION, BOOKS, AND OTHER EXPENSES RELATED TO ENROLLMENT AT UW-PARKSIDE. IF THE STUDENT CANCELS ENROLLMENT BEFORE THE ACADEMIC TERM STARTS, THE SCHOLARSHIP IS RESCINDED. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE IS COMPOSED OF THE OFFICERS OF THE ORGANIZATION, COMMITTEE CHAIRS, AND MAY ALSO INCLUDE AT-LARGE BOARD MEMBERS. ALL EXECUTIVE COMMITTEE MEMBERS ARE MEMBERS OF THE ORGANIZATION'S BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE ACTS AS THE LEGAL REPRESENTATIVE OF THE BOARD WHEN THE BOARD IS NOT IN SESSION, OR DURING EMERGENCIES; HELPS TO COORDINATE THE WORK OF THE FULL BOARD, THE STANDING COMMITTEES, AND IN THE ORGANIZATION OF BOARD MEETINGS; REVIEWS AND APPROVES/REJECTS THE RECOMMENDATIONS OF THE NOMINATING COMMITTEE FOR NEW BOARD MEMBERS AND OFFICERS AND THEN SENDS ALL APPROVALS TO THE FULL BOARD FOR FINAL APPROVAL; AND REVIEWS AND APPROVES/REJECTS PROPOSED NEW POLICIES AND POLICY CHANGES AND THEN SENDS ALL APPROVALS TO THE FULL BOARD FOR FINAL APPROVAL. FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT 990 IS PROVIDED TO ALL BOARD MEMBERS FOR REVIEW, WITH A VOTE TO APPROVE BEFORE THE 990 IS FILED. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS COMPLETE A CONFLICT OF INTEREST FORM ON AN ANNUAL BASIS. OFFICERS REVIEW THE COMPLETED FORMS TO DETERMINE IF ANY CONFLICTS EXIST. BOARD MEMBERS WITH AN IDENTIFIED CONFLICT OF INTEREST WOULD ABSTAIN FROM VOTING ON A RELATED ACTION. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AND WILL BE PROVIDED BY MAIL OR DIGITALLY.