2013-02-25T16:59:47-06:00 2012-06-30 410746749 CLIFTONLARSONALLEN LLP 8215 GREENWAY BOULEVARD SUITE 600 MIDDLETON WI 53562 990 2011-07-01 396051705 UNIVERSITY OF WISCONSIN PLATTEVILLE FOUNDATION INC UNIV 6083421242 ULLSVIK CENTER 1 UNIVERSITY PLAZA PLATTEVILLE WI 538183099 JOHN BOLDT 6083421242 2013-02-14 1 KIMBERLY ANDERSON CPA P00188889 6086628600 2013-02-14 2011 2016-02-25 16:41:14Z JOHN BOLDT ULLSVIK CENTER 1 UNIVERSITY PLAZA PLATTEVILLE WI 538183099 19915041 0 X WWW.UWPLATT.EDU/FOUNDATION X 1948 WI UW-PLATTEVILLE FOUNDATION, INC. EXISTS EXCLUSIVELY FOR THE BENEFIT OF THE UNIVERSITY OF WISCONSIN - PLATTEVILLE. ITS SPECIFIC ROLE IS TO PROVIDE SUPPLEMENTAL FUNDS TO AID UW-PLATTEVILLE IN FULFILLING ITS MISSION SUCCESSFULLY. THE FOUNDATION IS INVOLVED IN FUND RAISING, FUND MANAGEMENT, AND FUND DISBURSEMENT. 22 22 18 0 0 0 2438381 3399694 156524 178341 258412 -699151 692080 757135 3545397 3636019 1401964 944219 0 0 848683 1107186 0 0 989568 1544407 1756886 3795054 3808291 -249657 -172272 16635697 16108736 3611812 3170712 13023885 12938024 X UW-PLATTEVILLE FOUNDATION, INC. EXISTS EXCLUSIVELY FOR THE BENEFIT OF THE UNIVERSITY OF WISCONSIN - PLATTEVILLE. ITS SPECIFIC ROLE IS TO PROVIDE SUPPLEMENTAL FUNDS TO AID UW-PLATTEVILLE IN FULFILLING ITS MISSION SUCCESSFULLY. THE FOUNDATION IS INVOLVED IN FUND RAISING, FUND MANAGEMENT, AND FUND DISBURSEMENT. 0 0 2297966 944219 886914 ENDOWMENT FUND - GRANT SCHOLARSHIPS AND PROVIDE OTHER SERVICES TO THE UNIVERSITY OF WISCONSIN - PLATTEVILLE 2297966 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 0 0 1 0 0 0 0 0 1 1 1 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 1 21 0 1 18 1 0 0 0 0 0 0 0 0 X 22 22 0 0 1 0 0 0 0 1 1 0 0 0 1 1 1 0 1 0 0 0 WI X KIM GOVIER 6083421182 ULLSVIK CENTER 1 UNIVERSITY PLAZA PLATTEVILLE WI 53818 X CINDY TANG 2.00 X X 0 0 0 JOHN BOLDT 2.00 X X 0 0 0 MICHAEL JANSEN 2.00 X X 0 0 0 TIM FOHT 2.00 X X 0 0 0 MARK TABER 2.00 X X 0 0 0 MARK ADRIAN 2.00 X 0 0 0 WILLIAM BROSKE 2.00 X 0 0 0 JOHN BUSBY 2.00 X 0 0 0 ROBERT CLARE 2.00 X 0 0 0 JEFF COOKE 2.00 X 0 0 0 JAMES HAMMES 2.00 X 0 0 0 DAVE FRITZ 2.00 X 0 0 0 MARGARET IMMERFALL 2.00 X 0 0 0 CHRISTINA KOLENDA 2.00 X 0 0 0 JEFF KRONSER 2.00 X 0 0 0 FRED LEVERENTZ 2.00 X 0 0 0 SIGRID LIND 2.00 X 0 0 0 DOUGLAS MARTIN 2.00 X 0 0 0 ERIN RALPH 2.00 X 0 0 0 DOUGLAS ROGERS 2.00 X 0 0 0 THOMAS ROWE 2.00 X 0 0 0 ART WEBER 2.00 X 0 0 0 0 0 0 0 0 0 0 COMMUNITY COUNSELING SERVICES PO BOX 27462 NEW YORK NY 100877462 CAMPAIGN CONSULTANTS 105000 1 2832 3396862 373193 3399694 FEE INCOME 621400 150018 150018 ATHLETICS & STUDENT PR 611620 28323 28323 178341 292291 292291 15271442 16262884 -991442 -991442 -991442 0 2832 2832 -2832 -2832 64700 13306 51394 51394 COST RECOVERY 900099 555610 555610 REIMBURSED EXPENSE 900099 96689 96689 CONTINUING EDUCATION 900099 58097 58097 -1823 -1823 708573 3636019 886914 0 -650589 433600 433600 510619 510619 874333 30797 244746 598790 39592 19295 20297 155258 8223 39352 107683 38003 15609 22394 16320 16320 26623 26623 141610 45045 60137 36428 10306 9106 1200 363198 290948 7333 64917 56701 38654 15686 2361 54089 14469 26780 12840 129664 67022 950 61692 20697 6327 2187 12183 122036 122036 57009 43526 13483 6812 850 5862 100 REIMBURSABLE EXPENSE - 555610 555610 HOSTING & ENTERTAINMENT 152668 98543 18840 35285 MISCELLANEOUS 33734 31310 2320 104 DUES & SUBSCRIPTIONS 9809 8184 614 1011 3808291 2297966 520757 989568 87979 156072 91866 40480 1474844 1520235 144843 91389 10565 13159 2239181 503254 1508954 1735927 12445951 11682162 840000 840000 30695 29312 16635697 16108736 380091 70222 2587635 2493756 644086 606734 3611812 3170712 X -3845515 -4354964 5596331 5451946 11273069 11841042 13023885 12938024 16635697 16108736 X -172272 86411 X 0 1 0 X 0 X 1866399 2749321 1871209 1888033 3399694 11774656 1866399 2749321 1871209 1888033 3399694 11774656 511011 11263645 789526 457271 388319 97838 292291 2025245 13799901 2946841 0.81620 0.80910 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 12970923 812338 -884095 452226 0 12446940 10133759 842027 2731695 728849 7709 12970923 9035921 578590 860308 324664 16396 10133759 11898270 688236 -2948886 593994 7705 9035921 0.95130 0.04870 0 0 322000 322000 1668548 326767 1341781 248633 176487 72146 1735927 INTEREST IN JOHNS, LLC 840000 F 840000 DUE TO ALUMNI ASSOCIATION 606734 606734 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE UW-PLATTEVILLE FOUNDATION'S ENDOWMENTS CONSIST OF 522 FUNDS ESTABLISHED TO SUPPORT A VARIETY OF SCHOLARSHIPS AND DEVELOPMENT ACTIVITIES AT UW-PLATTEVILLE. X X X 1 COMMUNITY COUNSELING SERVICES PO BOX 27462 NEW YORK NY 100877462 CAMPAIGN CONSULTANTS 0 0 0 105000 105000 AN EVENING IN MONTE CARLOS 2832 2832 2832 0 2832 2832 2832 2832 -2832 64700 9003 4303 0 64700 9003 4303 13306 51394 WI 1 0 1 0 1.00000 0.00000 KIM GOVIER ULLSVIK CENTER 1 UNIVERSITY PLAZA PLATTEVILLE WI 53818 0 0 EXPLANATION OF FUNDRAISING PAYMENTS SCHEDULE G, PART I, LINE 2B, COLUMN (V) THE ORGANIZATION CONTRACTED WITH COMMUNITY COUNSELING SERVICES TO ASSIST AS CAMPAIGN CONSULTANTS. 1 UW-PLATTEVILLE ULLSVIK CENTER 1 UNIVERSITY PLAZA PLATTEVILLE WI 538183099 391805963 501(C)(3) 132058 UNIVERSITY PROGRAMS UW-PLATTEVILLE ULLSVIK CENTER 1 UNIVERSITY PLAZA PLATTEVILLE WI 538183099 391805963 501(C)(3) 28522 FINE ARTS GRANT UW-PLATTEVILLE ULLSVIK CENTER 1 UNIVERSITY PLAZA PLATTEVILLE WI 538183099 391805963 501(C)(3) 273020 FMV ATHLETIC SCOREBOARD SCOREBOARD FOR UWP ATHLETICS 1 SCHOLARSHIPS 734 485898 ACADEMIC AND FACULTY AWARDS 215 24721 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: FOR FINE ARTS GRANTS, THE FOUNDATION PROVIDES THE FINE ARTS COMMITTEE WITH THE DOLLAR AMOUNT AVAILABLE FOR FINE ARTS GRANTS AND THE CRITERIA FOR AWARDING FROM THE SPECIFIC FUNDS. THE COMMITTEE THEN SOLICITS GRANT REQUESTS AND MEETS TO REVIEW AND MAKE THEIR SELECTION. DOCUMENTATION RELATED TO THE GRANTEES' ELIGIBILITY AND THE SELECTION CRITERIA USED TO AWARD THE GRANTS WOULD BE THE RESPONSIBILITY OF THE COMMITTEE. THE COMMITTEE NOTIFIES THE FOUNDATION IN WRITING REGARDING WHAT GRANTS HAVE BEEN APPROVED. ACTUAL EXPENSES ARE PAID BY THE UNIVERSITY AND, AFTER THE "EVENT" IS COMPLETE, THE EVENT MANAGER MUST REQUEST THE GRANT MONIES FROM THE FOUNDATION. THE REQUEST MUST INCLUDE THE UNIVERSITY'S ACCOUNT DETAIL AS WELL AS ANY OTHER DOCUMENTATION NEEDED TO PROVE THAT CRITERIA HAVE BEEN MET. FOR EXAMPLE, TO SATISFY A RECOGNITION REQUIREMENT, A COPY OF THE PROGRAM AND/OR ANY ADVERTISEMENTS MUST ACCOMPANY THE REQUEST FOR PAYMENT. FOUNDATION RECORDS WOULD INDICATE WHICH GRANTS HAD BEEN PAID AND WHEN. FOR SCHOLARSHIPS, THE FOUNDATION PROVIDES THE VARIOUS SCHOLARSHIP COMMITTEES WITH THE DOLLAR AMOUNT AVAILABLE FOR SCHOLARSHIPS AND THE CRITERIA FOR AWARDING FROM THE SPECIFIC FUNDS. THE COMMITTEE THEN REVIEWS SCHOLARSHIP APPLICATIONS AND MAKE THEIR SELECTIONS. DOCUMENTATION RELATED TO THE RECIPIENTS' ELIGIBILITY AND THE SPECIFIC SELECTION CRITERIA USED TO AWARD THE SCHOLARSHIPS WOULD BE THE RESPONSIBILITY OF THE COMMITTEE. THE COMMITTEE NOTIFIES THE FINANCIAL AID OFFICE REGARDING THE SELECTED RECIPIENTS. THE FINANCIAL AID OFFICE NOTIFIES THE RECIPIENTS, COMPILES THE LIST OF RECIPIENTS AND FORWARDS IT TO THE FOUNDATION. THE FOUNDATION FORWARDS PAYMENT TO THE CASHIERS OFFICE TO BE APPLIED TO THE INDIVIDUAL ACCOUNT. X 5 16500 FAIR MARKET VALUE X 7 37095 FAIR MARKET VALUE X 2 202000 FAIR MARKET VALUE X CHARITABLE AUCTION DONATION 51 117598 FAIR MARKET VALUE 0 0 0 0 FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION AMENDED AND UPDATED BYLAWS OF THE FOUNDATION ON JUNE 15, 2011. FORM 990, PART VI, SECTION B, LINE 11 TWO OF UW-PLATTEVILLE'S OFFICERS WILL REVIEW AND SIGN FORM 990 BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO COMPLETE DISCLOSURE STATEMENTS ANNUALLY. OFFICERS AND OTHER BOARD MEMBERS ARE NOT COMPENSATED. THE EXECUTIVE DIRECTOR IS NOT PAID BY UW-PLATTEVILLE FOUNDATION BUT RATHER BY UW-PLATTEVILLE. FORM 990, PART VI, SECTION C, LINE 19 ANY REQUESTS ARE DIRECTED TO THE GUIDESTAR WEBSITE OR A COPY IS PROVIDED TO THEM. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 86,411. UW-PLATTEVILLE REAL ESTATE FOUNDATION INC UNSVIK HALL 1 UNIVERSITY PLAZA PLATTEVILLE WI 53818 352396254 REAL ESTATE DEALINGS FOR THE EXCLUSIVE BENEFIT OF UW-PLATTEVILLE. WI 501(C)(3) 509(A)(3) UNIVERSITY OF WISCONSIN PLATTEVILLE FOUNDATION INC 1 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 UW-PLATTEVILLE REAL ESTATE FOUNDATION INC N 95489 CASH UW-PLATTEVILLE REAL ESTATE FOUNDATION INC K 96689 CASH