2013-12-05T16:08:49-06:00 2013-06-30 410746749 CLIFTONLARSONALLEN LLP 8215 GREENWAY BOULEVARD SUITE 600 MIDDLETON WI 53562 990 2012-07-01 396081189 UW-WHITEWATER FOUNDATION UW-W 2624721105 800 WEST MAIN STREET WHITEWATER WI 531901790 JONATHAN C ENSLIN 2624721105 2013-11-21 1 KIMBERLY ANDERSON CPA P00188889 6086628600 2013-11-18 2012 2015-11-30 17:44:51Z JONATHAN C ENSLIN 800 WEST MAIN STREET WHITEWATER WI 531901790 6835104 0 X WWW.UWW.EDU X 1962 WI THE FOUNDATION IS DEDICATED TO PROVIDING FUND DEVELOPMENT, PROGRAM ADMINISTRATION, ACCOUNT MANAGEMENT, AND CONSULTATION ON CHARITABLE GIVING IN ORDER TO PROVIDE FUNDS TO THE UNIVERSITY OF WISCONSIN-WHITEWATER, WHICH WOULD NOT OTHERWISE BE AVAILABLE FROM PUBLIC SOURCES. 33 33 70 0 0 0 4575019 2979446 562427 594780 280911 405723 71979 83849 5490336 4063798 1178141 1197415 0 0 345545 316419 120917 142140 357792 1525580 1769234 3170183 3425208 2320153 638590 21005964 23236371 448816 767225 20557148 22469146 X THE FOUNDATION IS DEDICATED TO PROVIDING FUND DEVELOPMENT, PROGRAM ADMINISTRATION, ACCOUNT MANAGEMENT, AND CONSULTATION ON CHARITABLE GIVING IN ORDER TO PROVIDE FUNDS TO THE UNIVERSITY OF WISCONSIN-WHITEWATER, WHICH WOULD NOT OTHERWISE BE AVAILABLE FROM PUBLIC SOURCES. 0 0 292930 292930 SPECIAL PURPOSE - THE FOUNDATION COLLECTS AND DISBURSES FUNDS FOR SPECIAL PURPOSES, INCLUDING A CAPITAL CAMPAIGN FOR A NEW FIELDHOUSE FOR THE UNIVERSITY. 1264929 904485 594780 STUDENT AND FACULTY DEVELOPMENT - THE FOUNDATION PROVIDES FINANCIAL AID TO STUDENTS AND AWARDS FOR SERVICE TO THE FACULTY. 738769 ATHLETIC - THE FOUNDATION PROVIDES SUPPORT FOR VARIOUS ASPECTS OF THE ATHLETIC PROGAMS. 46809 43590 ALUMNI - THE FOUNDATION CONDUCTS ACTIVITIES AND PROVIDES PUBLICATIONS TO ALUMNI. 46809 43590 2343437 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 1 0 0 0 0 0 0 1 1 1 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 1 41 0 1 70 1 0 0 0 0 0 1 1 1 8 0 0 0 X 33 33 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 WI X KAREN BAVA 2624725760 800 WEST MAIN STREET WHITEWATER WI 53190 DAN L ANDERSEN 1.00 X X 0 0 0 KURT E ANDRAE 1.00 X 0 0 0 RAYMOND ANILOINIS 1.00 X 0 0 0 FLOYD BELLMAN 1.00 X 0 0 0 ANDREW BURISH 1.00 X X 0 0 0 JAMES K CALDWELL 1.00 X 0 0 0 MICHAEL J CESARIO 1.00 X 0 0 0 PATTY DUFFEY 1.00 X 0 0 0 ROBERT F EASTMAN 1.00 X 0 0 0 W CRAIG ESRAEL 1.00 X 0 0 0 ROBERT FISKUM 1.00 X 0 0 0 JUDE FOGERTY 1.00 X 0 0 0 ROGER GANSER 1.00 X X 0 0 0 H GAYLON GREENHILL 1.00 X 0 0 0 ARLIS GREILING 1.00 X 0 0 0 GEOFFREY HALE 1.00 X 0 0 0 DONALD R HUGHES 1.00 X 0 0 0 TIMOTHY J HYLAND 1.00 X 0 0 0 JON D KACHEL 1.00 X 0 0 0 ANN L KAMASKY 1.00 X 0 0 0 ROBERT KAMPHUIS 1.00 X 0 0 0 JOHN MADISON 1.00 X 0 0 0 ALICE MORAVA 1.00 X 0 0 0 DALE MUEHL 1.00 X 0 0 0 ROBERT W MUREN 1.00 X 0 0 0 ALEXANDER ORSOLINI 1.00 X 0 0 0 RITA RABAS 1.00 X 0 0 0 GUY SHILTS 1.00 X 0 0 0 ROD SONNENBURG 1.00 X 0 0 0 KURT THOMAS 1.00 X 0 0 0 DENNIS TORKKO 1.00 X 0 0 0 RICHARD TELFER 1.00 X 0 0 0 KAREN AHLGRIM 1.00 X 0 0 0 JONATHAN C ENSLIN 40.00 X X 6414 0 0 6414 0 0 0 0 0 0 0 30546 2948900 22474 2979446 UNIVERSITY ORGANIZATION PROGRAMS 611600 594780 594780 594780 332941 332941 2532507 272141 2470837 261029 61670 11112 72782 72782 41530 30546 30383 11147 11147 38169 9057 29112 29112 LIFE INSURANCE CASH VALUE DECREAS 900099 32886 32886 MISCELLANEOUS INCOME 900099 10704 10704 43590 4063798 638370 0 445982 292930 292930 904485 904485 5289 5289 223318 159635 63683 87812 75623 12189 1000 1000 25745 25745 142140 142140 77965 77965 11432 11432 20407 20407 25398 9631 15767 26124 26124 33354 33354 74756 267 74489 3700 1950 1750 2680 2680 5491 5491 ATHLETICS 738769 738769 STUDENT AND FACULTY DEV 324335 324335 UNCOLLECTIBLE PLEDGES 291462 291462 ALUMNI 46809 46809 59807 36109 7763 15935 3425208 2343437 723979 357792 386233 344136 237014 586027 3784809 3699590 5177 31413 24677 14367746 16293644 1424998 1476418 773751 806702 21005964 23236371 200645 508295 48171 52512 200000 206418 448816 767225 X -3748341 -3110522 8639655 8784657 15665834 16795011 20557148 22469146 21005964 23236371 X 638590 1264236 9172 X X 0 1 X 1 0 X 2608430 3703919 3074297 4575019 2979446 16941111 2608430 3703919 3074297 4575019 2979446 16941111 2185023 14756088 639955 233085 279505 267689 332941 1753175 18694286 3485644 0.78930 0.78110 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 15600 68658 X HELD FOR FUTURE FIN. GAIN 1 15811191 1101484 32434 3516 16941593 14292783 1563686 -41956 3322 15811191 13030840 1254576 10717 3350 14292783 12427702 862016 6457 265335 13030840 11739378 700339 -9144 2871 12427702 0.00870 0.99130 0.00000 0 0 0 LANDS HELD FOR INVESTMENT 1476418 F 1476418 5376646 1264236 48612 1312848 4063798 0 4063798 3464648 39440 39440 3425208 0 3425208 PART III, LINE 4: THE COLLECTIONS ARE HELD FOR FUTURE FINANCIAL GAIN TO PROVIDE FUNDS TO THE FOUNDATION TO FURTHER IT'S EXEMPT PURPOSE. DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE UW-WHITEWATER FOUNDATION'S ENDOWMENTS CONSISTS OF 451 FUNDS THAT ARE ESTABLISHED FOR PAYMENT OF SCHOLARSHIPS TO UW-WHITEWATER FOR STUDENTS AND PAYMENT OF INVOICES CONSISTANT WITH THE PURPOSE OF THE ENDOWMENT. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN TRUST PLEDGES RECEIVABLE 9,172. DIRECT FUNDRAISING EXPENSES 30,383. DIRECT GAMING EXPENSES 9,057. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 30,383. DIRECT GAMING EXPENSES 9,057. X X 1 RUFFALOCODY 65 KIRKWOOD NORTH ROAD SW CEDAR RAPIDS IA 524063018 TELEMARKETING 0 490728 142140 348588 490728 142140 348588 WI KING CHAVEZ SCHOLARS GOLF OUTING 15721 13286 2435 7833 UNIVERSITY GOLF OUTING 56355 17260 39095 22550 72076 30546 41530 30383 30383 11147 38169 4000 5057 0 38169 4000 5057 9057 29112 WI 1 0 0 0 0.00000 1.00000 KAREN BAVA 800 W MAIN ST WHITEWATER WI 53190 0 0 0 UW-WHITEWATER UNIVERSTIY 800 W MAIN STREET WHITEWATER WI 53190 391805963 501(C)(3) 270456 GENERAL SUPPORT UW-WHITEWATER UNIVERSTIY 800 W MAIN STREET WHITEWATER WI 53190 391805963 501(C)(3) 22474 FAIR MARKET VALUE ART - WORKS OF ART, CHARITABLE AUCTION DONATIONS GENERAL SUPPORT AND FUNDRAISING EVENTS. SCHOLARSHIPS FOR STUDENTS ATTENDING THE UNIVERSITY OF WISCONSIN-WHITEWATER 1586 831240 AWARDS FOR STUDENTS ATTENDING THE UNIVERSITY OF WISCONSIN-WHITEWATER 115 33245 GRANT FOR FULL-TIME UW-WHITEWATER EMPLOYEES TO PURCHASE LAND FOR THE CONSTRUCTION OF A NEW HOUSE 2 40000 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE FOUNDATION DOES NOT MONITOR THE USE OF GRANT FUNDS. HOWEVER, THE GRANTS ARE DISTRIBUTED FIRST TO THE UNIVERSITY WHO THEN IN TURN DISTRIBUTES THE FUNDS AND THE UNIVERSITY ALSO MONITORS THE USE OF SUCH GRANTS. X 2 15600 QUALIFIED APPRAISAL X CHARITABLE AUCTIONS 13 6874 FAIR MARKET VALUE 1 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 NO REVIEW OF THE 990 HAS BEEN OR WILL BE CONDUCTED. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST REPORTS WILL BE REVIEWED BY THE BUDGET AND AUDIT COMMITTEE AND MAY BE REFERRED TO THE BOARD OF DIRECTORS FOR FURTHER ACTION. FORM 990, PART VI, SECTION B, LINE 15 THE FOUNDATION REVIEWS THE COMPENSATION LEVEL FOR EACH STAFF POSITION. THIS REVIEW INCLUDES A COMPARATIVE ANALYSIS OF COMPENSATION PAID BY THE FOUNDATION TO COMPENSATION PAID BY OTHER LOCAL NONPROFIT ORGANIZATIONS INCLUDING OTHER FOUNDATIONS SUPPORTING UNIVERSITY OF WISCONSIN SYSTEM INSTITUTIONS. SUCH INFORMATION IS COMPILED BY FOUNDATION MANAGEMENT AND DISCLOSED TO THE EXECUTIVE COMMITTEE. NO ELECTED MEMBER OF THE BOARD OF DIRECTORS SHALL RECEIVE ANY COMPENSATION FOR THEIR SERVICES WITH THE FOUNDATION. HOWEVER, REIMBURSEMENT FOR LEGITIMATE EXPENSES INCURRED AS DIRECTOR MAY BE PROVIDED. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES IT FORMS AVAILABLE FOR PUBLIC INSPECTION ON ITS WEBSITE. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: CHANGE IN TRUST PLEDGES RECEIVABLE 9,172. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. WARHAWK REAL ESTATE FOUNDATION LLC 800 W MAIN STREET WHITEWATER WI 53190 273441799 REAL ESTATE INVESTMENT AND DEVELOPMENT WI 11129 1498814 UW-WHITEWATER FOUNDATION