UWM FOUNDATION INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- UWM FOUNDATION INC (EIN 23-7337744)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-15
- IRS object ID
- 201311359349307881
- Schema version
- 2011v1.5
- 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 C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-15T15:47:32-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390758449 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WIPFLI LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10000 INNOVATION DRIVE SUITE 250 | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 532264837 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237337744 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE UWM FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UWMF | NameControl |
| Phone | 4149094645 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1440 EAST NORTH AVE | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 53202 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CURTIS A STANG | Name |
| Title | COO | Title |
| Phone | 4149064645 | Phone |
| Date Signed | 2013-05-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVE GLOBIG | Name |
| PTIN | P01356041 | PTIN |
| Phone | 4144319300 | Phone |
| Date Prepared | 2013-05-15 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | CURTIS A STANG | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1440 EAST NORTH AVE | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 53202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 79258600 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.UWMFDN.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1974 | YearFormation |
| State Legal Domicile | WI | StateLegalDomicile |
| Activity Or Mission Description | THE MISSION OF THE UWM FOUNDATION IS TO SUPPORT THE EDUCATIONAL, LITERARY, AND SCIENTIFIC ENDEAVORS OF THE UNIVERSITY OF WISCONSIN-MILWAUKEE BY RECEIVING, MANAGING, AND DISTRIBUTING GIFTS TO THE BENEFIT THE UNIVERSITY'S STUDENTS, FACULTY, PROGRAMS, AND COMMUNITY. IN ADDITION, THE UWM FOUNDATION PROVIDES LEADERSHIP, OVERSIGHT, AND DIRECTION TO ITS AFFILIATED CORPORATIONS, THE UWM REAL ESTATE FOUNDATION AND THE UWM RESEARCH FOUNDATION. THESE CORPORATIONS CREATE NEW UNIVERSITY FACILITIES TO SUPPORT STUDENT LIFE, RESEARCH, ACADEMICS AND REGIONAL ECONOMIC DEVELOPMENT, AND PROVIDE NEW SOURCES OF REVENUE FROM RESEARCH, COMMERCIALIZATION, AND ENTREPRENEURIAL ACTIVITIES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 30 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 30 | NbrIndependentVotingMembers |
| Total Nbr Employees | 74 | TotalNbrEmployees |
| Total Nbr Volunteers | 37 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 16589287 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 20302603 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 3782453 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2590432 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 2348 | OtherRevenuePriorYear |
| Other Revenue Current Year | -13491 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 20374088 | TotalRevenuePriorYear |
| Total Revenue Current Year | 22879544 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 11646248 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 12098288 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 789292 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 750756 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 436090 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 730637 | OtherExpensePriorYear |
| Other Expenses Current Year | 729314 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 13166177 | TotalExpensesPriorYear |
| Total Expenses Current Year | 13578358 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 7207911 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 9301186 | RevenuesLessExpensesCY |
| Total Assets BOY | 98910729 | TotalAssetsBOY |
| Total Assets EOY | 106628796 | TotalAssetsEOY |
| Total Liabilities BOY | 5116335 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 4000995 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 93794394 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 102627801 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE MISSION OF THE UWM FOUNDATION (UWMF) IS TO SUPPORT THE EDUCATIONAL, LITERARY, AND SCIENTIFIC ENDEAVORS OF THE UNIVERSITY OF WISCONSIN-MILWAUKEE BY RECEIVING, MANAGING, AND DISTRIBUTING GIFTS TO THE BENEFIT THE UNIVERSITY'S STUDENTS, FACULTY, PROGRAMS, AND COMMUNITY. IN ADDITION, THE UWM FOUNDATION PROVIDES LEADERSHIP, OVERSIGHT, AND DIRECTION TO ITS AFFILIATED CORPORATIONS, THE UWM REAL ESTATE FOUNDATION AND THE UWM RESEARCH FOUNDATION. THESE CORPORATIONS CREATE NEW UNIVERSITY FACILITIES TO SUPPORT STUDENT LIFE, RESEARCH, ACADEMICS AND REGIONAL ECONOMIC DEVELOPMENT, AND PROVIDE NEW SOURCES OF REVENUE FROM RESEARCH, COMMERCIALIZATION, AND ENTREPRENEURIAL ACTIVITIES. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 4554619 | Expense |
| Grants | 4554619 | Grants |
| Description | EDUCATIONAL PROGRAMS: SPECIAL PROJECTS INCLUDING SPONSORSHIP OF UW-MILWAUKEE'S PUBLIC RADIO STATION, HONORS PROGRAM, PERFORMING ARTS CONCERT HALL, SCIENCE BAG SERIES, AND INNER CITY NURSING CLINIC. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 3827866 | Expense |
| Grants | 3827866 | Grants |
| Description | EDUCATION: GENERAL SUPPORT OF UW-MILWAUKEE'S ADMINISTRATION, SCHOOLS, COLLEGES, LIBRARY, ETC FOR THE BENEFIT OF ITS STUDENTS, FACULTY, AND STAFF. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 3046632 | Expense |
| Grants | 3046632 | Grants |
| Description | SCHOLARSHIP PROGRAMS: FINANCIAL AID AWARDED TO STUDENTS ENROLLED AT THE UNIVERSITY OF WISCONSIN-MILWAUKEE. | Description |
Activity Other ActivityOther (2 entries)
| ExpenseExpense | GrantsGrants | DescriptionDescription |
|---|---|---|
| 709102 | 663171 | EDUCATIONAL PROGRAMS: RESEARCH PROJECTS CONDUCTED BY FACULTY AND RESEARCHERS IN VARIOUS SCHOOLS INCLUDING HEALTH SCIENCES, ARCHITECTURE, ENGINEERING, LETTERS & SCIENCES, NURSING, AND GRADUATE SCHOOL.EDUCATION: COMMUNITY SERVICE PROGRAMS INCLUDING SEMINARS, LECTURES, AND PERFORMANCES SPONSORED BY UW-MILWAUKEE FOR THE ENRICHMENT OF THE METRO-MILWAUKEE COMMUNITY. |
| EDUCATION: COMMUNITY SERVICE PROGRAMS INCLUDING SEMINARS, LECTURES, AND PERFORMANCES SPONSORED BY UW-MILWAUKEE FOR THE ENRICHMENT OF THE METRO-MILWAUKEE COMMUNITY. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 709102 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 663171 | TotalOfOtherProgramServiceGrnt |
| Total Program Service Expense | 12138219 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 1 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 154 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 74 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 30 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 30 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 1 | LocalChapters |
| Policies Reference Chapters | 1 | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CURTIS STANG | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4149064645 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1440 E NORTH AVE | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 53202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (35 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| BRUCE T BLOCK | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DAVID D BUCK | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| TONIT M CALAWAY | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| RICARDO DIAZ | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JAMES C FLEMING | ||||||
| DIRECTOR (TERM 4/2012) | 1.00 | X | 0 | 0 | 0 | |
| JACQUELYN FREDRICK | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JACQUELINE HERD-BARBER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ROGER H KRIETE | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JACQUELINE MOORE BOWLES | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| H CARL MUELLER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DAVID O NICHOLAS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JULIE PEDRETTI | ||||||
| DIRECTOR (TERM 6/2012) | 1.00 | X | 0 | 0 | 0 | |
| JILL G PELISEK | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JOSEPH S POEHLING | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MARK W PURNELL | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JOHN S SCHEID | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| AVI SHAKED | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| FREDERICK J SITZBERGER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JOHN TEEVAN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JOHN B TORINUS JR | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| GREGG A TUSHAUS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| GREGORY J UHEN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DARYL J WASZAK | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DOUGLAS J WEAS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ROBERT H WELKE | ||||||
| DIRECTOR (TERM 12/2011) | 1.00 | X | 0 | 0 | 0 | |
| MARY ANN WRIGHT | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ALLAN J KOTSCHE JR | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| LORIN PT RADTKE | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| F WILLIAM HABERMAN | ||||||
| CHAIR | 1.00 | X | 0 | 0 | 0 | X |
| ARTHUR SMITH | ||||||
| VICE CHAIR | 1.00 | X | 0 | 0 | 0 | X |
| ANDREW R SCHIESL | ||||||
| SECRETARY | 1.00 | X | 0 | 0 | 0 | X |
| CHRISTINA FIASCA | ||||||
| TREASURER | 1.00 | X | 0 | 0 | 0 | X |
| CURTIS STANG | ||||||
| COO EX-OFFICIO - NON VOTING MEMBER | 24.00 | 130036 | 0 | 29613 | X | |
| DAVID H GILBERT | ||||||
| PRESIDENT EX OFFICIO - NON VOTING | 8.00 | 93959 | 0 | 13198 | X | |
| MICHAEL LOVELL | ||||||
| EX-OFFICIO - NON VOTING MEMBER | 1.00 | 0 | 0 | 0 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 223995 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 42811 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 13355 | FundraisingEvents |
| All Other Contributions | 20289248 | AllOtherContributions |
| Noncash Contributions | 2146602 | NoncashContributions |
| Total Contributions | 20302603 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1973004 | TotalRevenueColumn |
| Exclusion | $1,973,004 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 56903209 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 56285781 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 617428 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 617428 | TotalRevenueColumn |
| Exclusion | $617,428 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 38900 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 13355 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 69790 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -30890 | TotalRevenueColumn |
| Exclusion | -$30,890 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Gaming | 40884 | GrossIncomeGaming |
| Gaming Direct Expenses | 23485 | GamingDirectExpenses |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 17399 | TotalRevenueColumn |
| Exclusion | $17,399 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 22879544 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $2,576,941 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9045656 | Total |
| Program Services | 9045656 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3052632 | Total |
| Program Services | 3052632 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 188994 | Total |
| Management And General | 188994 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 327950 | Total |
| Management And General | 259965 | ManagementAndGeneral |
| Fundraising | 67985 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 51635 | Total |
| Management And General | 51635 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 97422 | Total |
| Management And General | 96088 | ManagementAndGeneral |
| Fundraising | 1334 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 84755 | Total |
| Management And General | 73115 | ManagementAndGeneral |
| Fundraising | 11640 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17457 | Total |
| Management And General | 17457 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20406 | Total |
| Program Services | 20406 | ProgramServices |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 128628 | Total |
| Management And General | 128628 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29628 | Total |
| Program Services | 8927 | ProgramServices |
| Management And General | 1598 | ManagementAndGeneral |
| Fundraising | 19103 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 170325 | Total |
| Program Services | 5947 | ProgramServices |
| Management And General | 48950 | ManagementAndGeneral |
| Fundraising | 115428 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4840 | Total |
| Management And General | 4840 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 82436 | Total |
| Management And General | 82436 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 63 | Total |
| Fundraising | 63 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26048 | Total |
| Program Services | 2451 | ProgramServices |
| Management And General | 5919 | ManagementAndGeneral |
| Fundraising | 17678 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13744 | Total |
| Management And General | 13744 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12107 | Total |
| Management And General | 12107 | ManagementAndGeneral |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 223632 | Total |
| Program Services | 2200 | ProgramServices |
| Management And General | 18573 | ManagementAndGeneral |
| Fundraising | 202859 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13578358 | Total |
| Program Services | 12138219 | ProgramServices |
| Management And General | 1004049 | ManagementAndGeneral |
| Fundraising | 436090 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2030646 | BOY |
| EOY | 694561 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12322103 | BOY |
| EOY | 17800031 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 54289 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31251 | BOY |
| EOY | 11218 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 452706 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 406997 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36456 | BOY |
| EOY | 45709 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 76995069 | BOY |
| EOY | 77509570 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7495204 | BOY |
| EOY | 10513418 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 98910729 | BOY |
| EOY | 106628796 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 159641 | BOY |
| EOY | 221870 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4956694 | BOY |
| EOY | 3779125 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5116335 | BOY |
| EOY | 4000995 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3169786 | BOY |
| EOY | 3547606 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 71921284 | BOY |
| EOY | 80862975 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18703324 | BOY |
| EOY | 18217220 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 93794394 | BOY |
| EOY | 102627801 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 98910729 | BOY |
| EOY | 106628796 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 9301186 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -467779 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Support Org170b1 Aiv | X | CollegeSupportOrg170b1Aiv |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 13440116 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 11057820 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 11417274 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 16589287 | CurrentTaxYearMinus1Year |
| Current Tax Year | 20302603 | CurrentTaxYear |
| Total | 72807100 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 13440116 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 11057820 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 11417274 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 16589287 | CurrentTaxYearMinus1Year |
| Current Tax Year | 20302603 | CurrentTaxYear |
| Total | 72807100 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 10083525 | AmountsSubstContributorsTotal |
| Public Support Total170 | 62723575 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2340648 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2091180 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1779832 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1713008 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1973004 | CurrentTaxYear |
| Total | 9897672 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 82704772 | TotalSupport |
| Gross Receipts From Admissions Etc | 439493 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.75840 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.87750 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 790434 | CurrentYearMinus3 |
| Total | 790434 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $1,185,651 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 102897 | CurrentYearMinus3 |
| Total | 102897 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 197609 | CurrentYearMinus3 |
| Total | 197609 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $296,414 | GrassrootsCeilingAmount |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 21057535 | BeginningOfYearBalance |
| Contributions | 698503 | Contributions |
| Investment Earnings Or Losses | -105639 | InvestmentEarningsOrLosses |
| Other Expenditures | 1482721 | OtherExpenditures |
| End Of Year Balance | 20167678 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 15354154 | BeginningOfYearBalance |
| Contributions | 2761784 | Contributions |
| Investment Earnings Or Losses | 3230333 | InvestmentEarningsOrLosses |
| Other Expenditures | 288736 | OtherExpenditures |
| End Of Year Balance | 21057535 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 13352525 | BeginningOfYearBalance |
| Contributions | 587149 | Contributions |
| Investment Earnings Or Losses | 1711951 | InvestmentEarningsOrLosses |
| Other Expenditures | 297471 | OtherExpenditures |
| End Of Year Balance | 15354154 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 16819718 | BeginningOfYearBalance |
| Contributions | 432985 | Contributions |
| Investment Earnings Or Losses | -3105056 | InvestmentEarningsOrLosses |
| Other Expenditures | 795122 | OtherExpenditures |
| End Of Year Balance | 13352525 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 0.86000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.14000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5476 | OtherCostOrOtherBasis |
| Depreciation | 5476 | Depreciation |
| Book Value | 0 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 447230 | OtherCostOrOtherBasis |
| Depreciation | 401521 | Depreciation |
| Book Value | 45709 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 45709 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (4 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| DUE FROM AFFILIATES | 9279285 |
| ACCRUED INTEREST RECEIVABLE | 254825 |
| CASH SURRENDER VALUE OF LIFE INSURANCE | 955860 |
| SPLIT INTEREST CONTRIBUTIONS RECEIVABLE FROM CHARITABLE REMAINDER TRUSTS | 23448 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 10513418 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DUE TO AFFILIATES | $2,158,701 |
| DUE TO THE UNIVERSITY OF WISCONSIN-MILWAUKEE | $1,243,216 |
| AGENCY PAYABLE UNDER FISCAL AGENT RESPONSIBILITIES | $377,208 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 3779125 | TotalOfAmounts |
| Total Revenue | 22879544 | TotalRevenue |
| Total Expenses | 13578358 | TotalExpenses |
| Excess Or Deficit For Year | 9301186 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -464181 | NetUnrealizedGLOnInvestments |
| Other | -$3,598 | OtherAmount |
| Total Adjustments | -467779 | TotalAdjustments |
| Excess Or Deficit Per FS | 8833407 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 22409344 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -464181 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 32932 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 89677 | OtherRevenues |
| Revenue Not Rptd F990 | -341572 | RevenueNotRptdF990 |
| Revenue Subtotal | 22750916 | RevenueSubtotal |
| Investment Expenses Not Included | 128628 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 128628 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 22879544 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 13575937 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 32932 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 93275 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 126207 | ExpensesNotRptdF990 |
| Expenses Subtotal | 13449730 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 128628 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 128628 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 13578358 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE ENDOWMENT FUNDS ENABLE COLLEGES AND DEPARTMENTS TO HIRE FACULTY, IMPLEMENT PROGRAMS, ADVANCE RESEARCH AND SUPPORT STUDENTS. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | IN ORDER TO ACCOUNT FOR ANY UNCERTAIN TAX POSITIONS, THE FOUNDATIONS DETERMINE WHETHER IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION ON THE TECHNICAL MERITS OF THE POSITION, ASSUMING THE TAXING AUTHORITY HAS FULL KNOWLEDGE OF ALL INFORMATION. IF THE TAX POSITION DOES NOT MEET THE MORE LIKELY THAN NOT RECOGNITION THRESHOLD, THE BENEFIT OF THAT POSITION IS NOT RECOGNIZED IN THE FINANCIAL STATEMENTS. THE FOUNDATIONS HAVE RECORDED NO ASSETS OR LIABILITIES RELATED TO UNCERTAIN TAX POSITIONS. TAX RETURNS FOR THE YEARS ENDED JUNE 30, 2009 AND ALL SUBSEQUENT YEARS REMAIN SUBJECT TO EXAMINATION BY THE APPLICABLE TAXING AUTHORITIES. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -3,598. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES 93,275. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -3,598. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES 93,275. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | MEN'S BASKETBALL GOLF OUTING | NameOfEvent1 |
| Gross Receipts Event1 | 37560 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 9575 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 27985 | GrossRevenueEvent1 |
| Non Cash Prizes Event1 | 12925 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 19990 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 265 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 13342 | OtherDirectExpensesEvent1 |
| Name Of Event2 | WOMEN'S BASKETBALL GOLF OUTING | NameOfEvent2 |
| Gross Receipts Event2 | 14695 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 3780 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 10915 | GrossRevenueEvent2 |
| Non Cash Prizes Event2 | 5988 | NonCashPrizesEvent2 |
| Rent Facility Costs Event2 | 16126 | RentFacilityCostsEvent2 |
| Other Direct Expenses Event2 | 1154 | OtherDirectExpensesEvent2 |
| Gross Receipts Total | 52255 | GrossReceiptsTotal |
| Charitable Contributions Total | 13355 | CharitableContributionsTotal |
| Gross Revenue Total Events | 38900 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 18913 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 36116 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 265 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 14496 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 69790 | DirectExpenseSummaryEvents |
| Net Income Summary | -30890 | NetIncomeSummary |
Gaming Information GamingInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Other Gaming | 40884 | GrossRevenueOtherGaming |
| Non Cash Prizes Other Gaming | 8916 | NonCashPrizesOtherGaming |
| Other Direct Expenses Other Gaming | 14569 | OtherDirectExpensesOtherGaming |
| Volunteer Labor Other Gaming | 0 | VolunteerLaborOtherGaming |
| Gross Revenue Total Gaming | 40884 | GrossRevenueTotalGaming |
| Non Cash Prizes Total Gaming | 8916 | NonCashPrizesTotalGaming |
| Other Direct Expenses Total Gaming | 14569 | OtherDirectExpensesTotalGaming |
| Direct Expense Summary Gaming | 23485 | DirectExpenseSummaryGaming |
| Net Gaming Income Summary | 17399 | NetGamingIncomeSummary |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | WI | StatesWhereGamingConducted |
| Licensed | 1 | Licensed |
| License Suspended Etc | 0 | LicenseSuspendedEtc |
| Gaming With Nonmembers | 1 | GamingWithNonmembers |
| Member Of Other Entity | 0 | MemberOfOtherEntity |
| Percentage Of Gaming Own Facility | 1.00000 | PercentageOfGamingOwnFacility |
Name Of Gaming Rec Keeper Bus NameOfGamingRecKeeperBus
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELLIE TANKOVITCH | BusinessNameLine1 |
Address Of Gaming Rec Keeper US AddressOfGamingRecKeeperUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1440 E NORTH AVE | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 53202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contract With3rd Party For Gam Rev | 0 | ContractWith3rdPartyForGamRev |
| Charitable Distrib Required | 0 | CharitableDistribRequired |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| UNIVERSITY OF WISCONSIN-MILWAUKEE | |||||||
| 3230 E KENWOOD BLVD | MILWAUKEE | WI | 53211 | 396006492 | 501(C)3 | 8838736 | TEACHING AND DEPARTMENTAL PROGRAMS, COMMUNITY SERVICE, RESEARCH, AND SPECIAL PROJECTS. |
| THE UWM RESEARCH FOUNDATION INC | |||||||
| 1440 EAST NORTH AVENUE | MILWAUKEE | WI | 53202 | 208297675 | 501(C)3 | 206920 | TEACHING AND DEPARTMENTAL PROGRAMS, COMMUNITY SERVICE, RESEARCH AND SPECIAL PROJECTS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 2 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SCHOLARSHIPS | TypeOfGrant |
| Number Of Recipients | 945 | NumberOfRecipients |
| Amount Of Cash Grant | 3052632 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: THE UWM FOUNDATION, INC. REVIEWS THE UWM EXPENSE REIMBURSEMENTS, WHICH UWM ALSO REVIEWS. THE UWM FOUNDATION, INC. ALSO REVIEWS EXPENSE PAID DIRECTLY IN ACCORDANCE WITH THE FUND'S STATEMENT OF PURPOSE. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | CURTIS STANG | NamePerson |
| Base Compensation Filing Org | 120036 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 10000 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 6600 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 23013 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 159649 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 1A | ReturnReference |
| Explanation | DUES PAID FOR DAVID GILBERT - $4,055 | Explanation |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 94500 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 19 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1885733 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (3 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | EQUIPMENT | 7 | 128830 | FMV |
| X | MISC SILENT AUCTION ITEMS | 12 | 1489 | FMV |
| X | CUSTOM SHELTERS | 1 | 36050 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE 990 IS REVIEWED BY THE FINANCE COMMITTEE THEN MADE AVAILABLE TO THE FULL BOARD AT LEAST TWO WEEKS IN ADVANCE OF FILING. | |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST FORMS ARE COLLECTED ANNUALLY FROM ALL BOARD DIRECTORS AND COMMITTEE MEMBERS. THE ORGANIZATION HOLDS AN EXECUTIVE COMMITTEE CALL OR MEETING TO REVIEW THE FORMS TO DETERMINE CONFLICTS. THE EXECUTIVE COMMITTEE MEMBERS REPORT THE BOARD ANY CONFLICTS THAT ARE DETERMINED. IF A CONFLICT ARISES, THE BOARD MEMBER WILL RECUSE THEMSELVES FROM THE VOTE. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE EXECUTIVE COMMITTEE IS RESPONSIBLE FOR OVERSEEING THE COMPENSATION OF TOP MANAGEMENT OFFICIALS USING COMPARABLE CONTEMPORANEOUS DATA FOR THE HIGHEST COMPENSATED POSITIONS. THE BOARD OF DIRECTORS REVIEWS THE EXECUTIVE DIRECTOR'S COMPENSATION AND APPROVES ANNUAL RAISES. | |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. | |
| FORM 990, PART VII, SECTION A, LINE 1A, COLUMN B | DAVID GILBERT: UWM RESEARCH FOUNDATION - 2 HOURS/WEEK UWM REAL ESTATE FOUNDATION - 24 HOURS/WEEK UNIVERSITY FO WISCONSIN - MILWAUKEE - 27 HOURS/WEEK CURT STANG: UWM RESEARCH FOUNDATION - 2 HOURS/WEEK UWM REAL ESTATE FOUNDATION - 24 HOURS/WEEK | HOURS DEVOTED TO A RELATED ORGANIZATION: |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -464,181. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -3,598. TOTAL TO FORM 990, PART XI, LINE 5: -467,779. | CHANGES IN NET ASSETS OR FUND BALANCES: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg | Direct Controlling Entity NADirectControllingEntityNA |
|---|---|---|---|---|---|---|---|---|---|---|---|
| THE UWM REAL ESTATE FOUNDATION INC | |||||||||||
| 1440 EAST NORTH AVE | MILWAUKEE | WI | 53202 | 947809136 | REAL ESTATE DEVELOPMENT | WI | 501(C)3 | LINE 11A, I | THE UWM FOUNDATION INC | 1 | |
| THE UWM RESEARCH FOUNDATION INC | |||||||||||
| 1440 EAST NORTH AVE | MILWAUKEE | WI | 53202 | 208297675 | IP MANAGER FROM UWM | WI | 501(C)3 | LINE 11A, I | THE UWM FOUNDATION INC | 1 | |
| UNIVERSITY OF WISCONSIN - MILWAUKEE | |||||||||||
| PO BOX 413 | MILWAUKEE | WI | 53201 | 396006492 | EDUCATION INSTITUTION | WI | 501(C)3 | LINE 5 | 0 | N/A | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 1 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (3 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| UWM REAL ESTATE FOUNDATION | ||
| N | 142000 | FMV |
| UWM REAL ESTATE FOUNDATION | ||
| D | 6000000 | FMV |
| UWM RESEARCH FOUNDATION | ||
| B | 206920 | FMV |
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