UWM FOUNDATION INC: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- UWM FOUNDATION INC (EIN 23-7337744)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-05-16
- IRS object ID
- 201141369349303979
- Schema version
- 2009v1.7
- 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 M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-16T12:52:39-05:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
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 | 2009-07-01 | 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 | 2011-05-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVE GLOBIG | Name |
| Phone | 4144319300 | Phone |
| Date Prepared | 2011-05-11 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Name Of Principal Officer Person | CURTIS STANG | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3230 E KENWOOD BLVD | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 53211 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 85846448 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| 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 | 27 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 27 | NbrIndependentVotingMembers |
| Total Nbr Employees | 61 | TotalNbrEmployees |
| Total Nbr Volunteers | 30 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 11057820 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 11417274 | ContributionsGrantsCurrentYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1593831 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1347157 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -5040 | OtherRevenuePriorYear |
| Other Revenue Current Year | 59436 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 12646611 | TotalRevenuePriorYear |
| Total Revenue Current Year | 12823867 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 11408937 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 11473128 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 639407 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 762496 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 405983 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 760337 | OtherExpensePriorYear |
| Other Expenses Current Year | 924021 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 12808681 | TotalExpensesPriorYear |
| Total Expenses Current Year | 13159645 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -162070 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -335778 | RevenuesLessExpensesCY |
| Total Assets BOY | 80380600 | TotalAssetsBOY |
| Total Assets EOY | 85711459 | TotalAssetsEOY |
| Total Liabilities BOY | 5584395 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 5671192 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 74796205 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 80040267 | NetAssetsOrFundBalancesEOY |
| 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 3481608 | Expense |
| Grants | 3481608 | 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 | 2541087 | Expense |
| Grants | 2541087 | 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 | 4414470 | Expense |
| Grants | 4414470 | 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 |
|---|---|---|
| 1280747 | 1035963 | 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 | 1280747 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 1035963 | TotalOfOtherProgramServiceGrnt |
| Total Program Service Expense | 11717912 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| 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 | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 0 | 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 |
| Transfers To Exempt Non Chrtbl Org | 1 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 164 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 61 | NumberOfEmployees |
| Employment Tax Returns Filed | 0 | 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 | 1 | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 0 | NumberOf8282Filed |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Form8899 Filed | 0 | Form8899Filed |
| Form1098 C Filed | 1 | Form1098CFiled |
| Nbr Voting Governing Body Members | 27 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 27 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | 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 |
Form990 Part VII Section A Form990PartVIISectionA (31 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| Arthur Smith | ||||||
| Chair | 1.00 | X | X | 0 | 0 | 0 |
| Bruce T Block | ||||||
| Vice Chair | 1.00 | X | X | 0 | 0 | 0 |
| F William Haberman | ||||||
| Secretary | 1.00 | X | X | 0 | 0 | 0 |
| David J Lubar | ||||||
| Treasurer | 1.00 | X | X | 0 | 0 | 0 |
| David D Buck | ||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |
| Tonit M Calaway | ||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |
| Ricardo Diaz | ||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |
| Christina H Fiasca | ||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |
| James C Fleming | ||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |
| Jacquelyn Fredrick | ||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |
| Jacqueline Herd-Barber | ||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |
| Allan J Klotsche | ||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |
| Roger H Kriete | ||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |
| Ronald V Krizek | ||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |
| Jacqueline Moore Bowles | ||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |
| H Carl Mueller | ||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |
| David O Nicholas | ||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |
| Mark W Purnell | ||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |
| Lorin PT Radtke | ||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |
| John S Scheid | ||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |
| Andrew R Schiesl | ||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |
| Avi A Shaked | ||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |
| John B Torinus | ||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |
| Gregg A Tushaus | ||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |
| Gregory J Uhen | ||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |
| Daryl J Waszak | ||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |
| Robert H Welke | ||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |
| Carlos E Santiago | ||||||
| Chancellor, non-voting member | 1.00 | X | 0 | 0 | 0 | |
| Lawrence J Schnuck | ||||||
| President, Non-voting member | 1.00 | X | 0 | 0 | 0 | |
| Curtis A Stang | ||||||
| COO, non voting member | 40.00 | X | 113534 | 0 | 20795 | |
| David H Gilbert | ||||||
| President, non-voting member | 40.00 | X | 66950 | 0 | 3348 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 180484 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 24143 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| UWM | |||||
| PO Box 413 | Milwaukee | WI | 53211 | Various Services | 11330051 |
| M&I Institutional Services | |||||
| 111 East Kilbourn Ave | Milwaukee | WI | 53202 | Investment Advisory | 117055 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| Fundraising Events | 15515 | FundraisingEvents |
| All Other Contributions | 11401759 | AllOtherContributions |
| Total Contributions | 11417274 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1779832 | TotalRevenueColumn |
| Exclusion | $1,779,832 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 72534744 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 72967419 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -432675 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -432675 | TotalRevenueColumn |
| Exclusion | -$432,675 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 114598 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 15515 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 55162 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 59436 | TotalRevenueColumn |
| Exclusion | $59,436 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 12823867 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,406,593 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7058658 | Total |
| Program Services | 7058658 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4414470 | Total |
| Program Services | 4414470 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 204627 | Total |
| Management And General | 204627 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 359567 | Total |
| Management And General | 290234 | ManagementAndGeneral |
| Fundraising | 69333 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 46213 | Total |
| Management And General | 46213 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 78971 | Total |
| Management And General | 78971 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 73118 | Total |
| Management And General | 67810 | ManagementAndGeneral |
| Fundraising | 5308 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15197 | Total |
| Management And General | 15197 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 39630 | Total |
| Management And General | 19630 | ManagementAndGeneral |
| Fundraising | 20000 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5648 | Total |
| Management And General | 4352 | ManagementAndGeneral |
| Fundraising | 1296 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 66361 | Total |
| Management And General | 54050 | ManagementAndGeneral |
| Fundraising | 12311 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 186979 | Total |
| Management And General | 47638 | ManagementAndGeneral |
| Fundraising | 139341 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 115 | Total |
| Management And General | 115 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37846 | Total |
| Management And General | 11788 | ManagementAndGeneral |
| Fundraising | 26058 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12457 | Total |
| Management And General | 12457 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11549 | Total |
| Management And General | 11549 | ManagementAndGeneral |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | FundraisingFundraising | Management And GeneralManagementAndGeneral |
|---|---|---|---|---|
| ANNUAL GIVING | 310134 | 244784 | 65350 | |
| MISCELLANEOUS | 207587 | 36986 | 170601 | |
| Purchased services | 30518 | 30000 | 518 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13159645 | Total |
| Program Services | 11717912 | ProgramServices |
| Management And General | 1035750 | ManagementAndGeneral |
| Fundraising | 405983 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2842989 | BOY |
| EOY | 3487068 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10333437 | BOY |
| EOY | 7482093 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30365 | BOY |
| EOY | 40639 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 418960 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 381566 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43330 | BOY |
| EOY | 37394 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 65002626 | BOY |
| EOY | 65682941 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2127853 | BOY |
| EOY | 8981324 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 80380600 | BOY |
| EOY | 85711459 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 226972 | BOY |
| EOY | 302436 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5357423 | BOY |
| EOY | 5368756 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5584395 | BOY |
| EOY | 5671192 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3150620 | BOY |
| EOY | 3336743 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 56705094 | BOY |
| EOY | 60979329 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14940491 | BOY |
| EOY | 15724195 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 74796205 | BOY |
| EOY | 80040267 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 80380600 | BOY |
| EOY | 85711459 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 15928241 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 18020311 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 13440116 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 11057820 | CurrentTaxYearMinus1Year |
| Current Tax Year | 11432789 | CurrentTaxYear |
| Total | 69879277 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 15928241 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 18020311 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 13440116 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 11057820 | CurrentTaxYearMinus1Year |
| Current Tax Year | 11432789 | CurrentTaxYear |
| Total | 69879277 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 69879277 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3754061 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1939548 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2340648 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2091180 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1779832 | CurrentTaxYear |
| Total | 11905269 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 81784546 | TotalSupport |
| Gross Receipts From Admissions Etc | 559893 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.85440 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.69180 | 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
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | 733248 | CurrentYearMinus2 |
| Current Year Minus1 | 790434 | CurrentYearMinus1 |
| Total | 1523682 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $2,285,523 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | 46640 | CurrentYearMinus2 |
| Current Year Minus1 | 102897 | CurrentYearMinus1 |
| Total | 149537 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | 183312 | CurrentYearMinus2 |
| Current Year Minus1 | 197609 | CurrentYearMinus1 |
| Total | 380921 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $571,382 | GrassrootsCeilingAmount |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| 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 Minus1 Year CurrentYearMinus1Year
| 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) |
|---|---|---|
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 418960 | OtherCostOrOtherBasis |
| Depreciation | 381566 | Depreciation |
| Book Value | 37394 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 37394 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (4 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| DUE FROM AFFILIATES | 7812362 |
| ACCRUED INTEREST RECEIVABLE | 214046 |
| CASH SURRENDER VALUE OF LIFE INSURANCE | 870033 |
| SPLIT INTEREST CONTRIBUTIONS RECEIVABLE FROM CHARITABLE REMAINDER TRUSTS | 84883 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 8981324 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DUE TO AFFILIATES | $3,109,909 |
| DUE TO THE UNIVERSITY OF WISCONSIN-MILWAUKEE | $1,881,639 |
| AGENCY PAYABLE UNDER FISCAL AGENT RESPONSIBILITIES | $377,208 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 5368756 | TotalOfAmounts |
| Total Revenue | 12823867 | TotalRevenue |
| Total Expenses | 13159645 | TotalExpenses |
| Excess Or Deficit For Year | -335778 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 5562800 | NetUnrealizedGLOnInvestments |
| Other | $17,040 | OtherAmount |
| Total Adjustments | 5579840 | TotalAdjustments |
| Excess Or Deficit Per FS | 5244062 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 18458869 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 5562800 | NetUnrealizedGainsInvestments |
| Other Revenues | 72202 | OtherRevenues |
| Revenue Not Rptd F990 | 5635002 | RevenueNotRptdF990 |
| Revenue Subtotal | 12823867 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 12823867 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 13214807 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 55162 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 55162 | ExpensesNotRptdF990 |
| Expenses Subtotal | 13159645 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 13159645 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Part XI, Line 8 - Other Adjustments: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS: 17040. |
| Part XII, Line 2d - Other Adjustments: | Special Event Expenses: 55162. Change in value of split interest agreements: 17040. |
| Part XIII, Line 2d - Other Adjustments: | Special Event Expenses: 55162. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Women's Basketball Golf Outing | NameOfEvent1 |
| Gross Receipts Event1 | 21930 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 7640 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 14290 | GrossRevenueEvent1 |
| Non Cash Prizes Event1 | 768 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 5650 | RentFacilityCostsEvent1 |
| Other Direct Expenses Event1 | 7984 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Men's Basketball Golf Outing | NameOfEvent2 |
| Gross Receipts Event2 | 39800 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 7875 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 31925 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 13995 | RentFacilityCostsEvent2 |
| Other Direct Expenses Event2 | 6781 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 3 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 68383 | GrossReceiptsOtherEvents |
| Gross Revenue Other Events | 68383 | GrossRevenueOtherEvents |
| Cash Prizes Other Events | 7706 | CashPrizesOtherEvents |
| Non Cash Prizes Other Events | 500 | NonCashPrizesOtherEvents |
| Other Direct Expenses Other Events | 11778 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 130113 | GrossReceiptsTotal |
| Charitable Contributions Total | 15515 | CharitableContributionsTotal |
| Gross Revenue Total Events | 114598 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 7706 | CashPrizesTotalEvents |
| Non Cash Prizes Total Events | 1268 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 19645 | RentFacilityCostsTotalEvents |
| Other Direct Expenses Total Events | 26543 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 55162 | DirectExpenseSummaryEvents |
| Net Income Summary | 59436 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | University of Wisconsin-Milwaukee | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3230 E Kenwood Blvd | AddressLine1 |
| City | Milwaukee | City |
| State | WI | State |
| ZIP Code | 53211 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 396006492 | EINOfRecipient |
| IRC Section | 501(c)3 | IRCSection |
| Amount Of Cash Grant | 7058658 | AmountOfCashGrant |
| Purpose Of Grant | Teaching and departmental programs, community service, research, and special projects. | PurposeOfGrant |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | Scholarships | TypeOfGrant |
| Number Of Recipients | 1718 | NumberOfRecipients |
| Amount Of Cash Grant | 4414470 | AmountOfCashGrant |
Schedule M IRS990ScheduleM
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 165100 | NoncashContribsRptdF990 |
Clothing And Household Goods ClothingAndHouseholdGoods
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 7523 | NoncashContribsRptdF990 |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 26 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 578445 | NoncashContribsRptdF990 |
Collectibles Collectibles
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 43000 | NoncashContribsRptdF990 |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | Equipment | Description |
| Number Of Contributions | 9 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 577508 | NoncashContribsRptdF990 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Third Party Use: | Identifier |
| Return Reference | Part I, Line 32b: | ReturnReference |
| Explanation | UWM Development office solicits funds on behalf on the UWM Foundation | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Form 990, Part VI, Section A, line 2 | Bruce Block works for Reinhart Boerner Van Deuren s.c. His law firm may from time to time represent various companies the UWMREF Board members are affiliated with. Greg Uhen is President/Officer/Owner of Eppstein Uhen Architects, Inc. His firm has done past work for UWM and they are working with developers on current potential projects. |
| 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 | Annual disclosure form completed and potential conflicts that arise throughout the year are reported. |
| 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. |
| Form 990, Part VI, Section C, line 19 | Governing documents are made available upon request. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA |
|---|---|---|---|---|---|---|---|---|---|
| The UWM Real Estate Foundation Inc | |||||||||
| 1440 E North Ave | Milwaukee | WI | 53202 | 947809136 | Real Estate Development | WI | 501(c)(3) | Line 5 | N/A |
| The UWM Research Foundation Inc | |||||||||
| 1440 E North Ave | Milwaukee | WI | 53202 | 208297675 | IP Manager from UWM | WI | 501(c)(3) | Line 5 | 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 | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (3 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| UWM Research Foundation | |
| B | 150000 |
| UWM Research Foundation | |
| B | 122000 |
| UWM Real Estate Foundation | |
| P | 86000 |
Comments