2011-11-09T14:42:51-06:00 2011-06-30 WIPFLI LLP PO BOX 8700 MADISON WI 537088700 990 2010-07-01 391039417 WISCONSIN ASSOCIATION OF INDEPENDENT COLLEGES AND UNIVERSITIES INC WISC 6082567761 122 W WASHINGTON AVENUE NO 700 MADISON WI 53703 ROLF WEGENKE 6082567761 2011-11-04 1 HEIDI KONKEL 6082741980 2011-11-04 2010 2016-03-07 17:11:31Z ROLF WEGENKE 122 W WASHINGTON AVENUE NO 700 MADISON WI 53703 3326797 0 X WWW.WAICU.ORG X 1962 WI PROMOTE AND FACILITATE SERVICES TO WISCONSIN'S PRIVATE NONPROFIT COLLEGES AND UNIVERSITIES. 20 20 17 0 0 0 512250 462133 2026919 2215131 7895 272386 0 0 2547064 2949650 0 399895 0 0 1632014 1950238 0 0 223606 717230 1162167 2349244 3512300 197820 -562650 875095 13085607 218926 480927 656169 12604680 X PROMOTE AND FACILITATE SERVICES TO WISCONSIN'S PRIVATE NONPROFIT COLLEGES AND UNIVERSITIES. 1 0 1055922 1055922 THE WAICU COLLABORATION PROJECT IS A COMPREHENSIVE INITIATIVE TOPERFORM ADMINISTRATIVE SUPPORT FUNCTIONS OF WISCONSIN'S TWENTY PRIVATE NONPROFIT COLLEGES AND UNIVERSITIES ON A COLLABORATIVE BASIS. THE OBJECTIVES ARE TO SAVE MONEY; TO IMPROVE THE QUALITY OF SERVICES TO STUDENTS, FACULTY, AND STAFF; AND TO SERVE AS A NATIONAL MODEL FOR CONTROLLING COLLEGE COSTS. 983990 983990 STUDENT ACCESS - WAICU HAS ORGANIZED JOINT ADMISSION PROGRAMS SINCE 1978, CURRENTLY LOGGING MORE THAN 300,000 CONTACTS WITH POTENTIAL STUDENTS AND THEIR PARENTS AND COUNSELORS EACH YEAR. WAICU'S ADMISSION PROGRAMS ARE SPECIFICALLY DESIGNED TO REINFORCE THE STUDENT RECRUITMENT EFFORTS OF MEMBERS. WAICU'S ROLE IS TO HIGHLIGHT THE AFFORDABILITY AND QUALITY OF WISCONSIN'S PRIVATE COLLEGES AND TO CREATE OPPORTUNITIES FOR STUDENTS AND COUNSELORS TO CONSIDER PRIVATE NONPROFIT COLLEGES. 428673 371641 SCHOLARSHIPS - THE ORGANIZATION AWARDS ON AN ANNUAL BASIS MORE THAN $750,000 TO ALMOST 200 PRIVATE COLLEGE STUDENTS. IN ADDITION THEY MANAGE A TOTAL OF 5 ENDOWED SCHOLARSHIP PROGRAMS VALUED AT APPROXIMATELY $9.8 MILLION. THESE SCHOLARSHIPS ALLOW MANY STUDENTS TO CONTINUE THEIR COLLEGE EDUCATION. 297684 STUDENT ADVOCACY - STUDENTS ATTENDING WAICU-MEMBER COLLEGES AND UNIVERSITIES RECEIVE MORE THAN $475 MILLION IN STATE AND FEDERAL FINANCIAL AID ANNUALLY. THE MISSIONS OF WAICU'S GOVERNMENT AFFAIRS AND PUBLIC POLICY PROGRAM IS TO ADVOCATE FOR EQUITABLE PUBLIC POLICY AFFECTING HIGHER EDUCATION IN WISCONSIN AND NATIONALLY, AND FOR COST-EFFECTIVE ALLOCATION OF PUBLIC FUNDS TO ASSURE FREEDOM OF CHOICE FOR STUDENTS IN SELECTING A HIGHER EDUCATION INSTITUTION. 262427 175219 RESEARCH - WAICU SERVES AS THE OFFICIAL COORDINATOR OF THE INTEGRATED POSTSECONDARY EDUCATION DATA SYSTEM (IPEDS) FOR WISCONSIN'S PRIVATE NONPROFIT COLLEGES AND UNIVERSITIES. WAICU'S COLLECTION AND MANAGEMENT OF DATA SHOWS THAT WAICU MEMBERS ARE ACCOUNTABLE TO FEDERAL AND STATE OFFICIALS, AS WELL AS BENEFACTORS AND POTENTIAL STUDENTS. 51071 28254 COLLEGE-TO-WORK - THIS PROGRAM COMBINES SCHOLARSHIP DOLLARS WITH EDUCATIONAL PAID INTERNSHIP OPPORTUNITIES AT WISCONSIN LEADING COMPANIES AND NONPROFIT ORGANIZATIONS. TRADITIONALLY STUDENTS PARTICIPATE IN A 10-WEEK INTERNSHIP PROGRAM IN WHICH THEY COMPLETE OVER 400 HOURS OF WORK DURING THEIR SUMMER RECESS. HOWEVER, THE ORGANIZATION DOES OFFER A LIMITED NUMBER OF NONPROFIT INTERNSHIP PLACEMENTS DURING THE ACADEMIC YEAR AS WELL. 611182 28254 175219 3079767 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 11 0 17 1 0 0 0 0 0 0 0 0 0 0 0 0 X 20 20 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X LIZA SIMON 6082567761 122 W WASHINGTON AVENUE NO 700 MADISON WI 53703 MARY MEEHAN 1.00 X 0 0 0 H SCOTT BIERMAN 1.00 X 0 0 0 KENT BERGEMANN 1.00 X 0 0 0 DOUGLAS N HASTAD 1.00 X 0 0 0 F GREGORY CAMPBELL 1.00 X 0 0 0 PATRICK T FERRY 1.00 X 0 0 0 DANIEL J CAREY 1.00 X 0 0 0 STEPHEN A GOULD 1.00 X 0 0 0 JILL BECK 1.00 X 0 0 0 STEVEN R DISALVO 1.00 X 0 0 0 ROBERT A WILD SJ 1.00 X 0 0 0 NEIL HOFFMAN 1.00 X 0 0 0 HERMANN VIETS 1.00 X 0 0 0 EILEEN SCHWALBACH 1.00 X 0 0 0 MICHAEL MILLER 1.00 X 0 0 0 DAVID C JOYCE 1.00 X 0 0 0 THOMAS KUNKEL 1.00 X 0 0 0 GEORGE F ARNOLD 1.00 X 0 0 0 RICHARD ARTMAN 1.00 X 0 0 0 DANIEL W JOHNSON 1.00 X 0 0 0 ROLF WEGENKE 40.00 X 281546 0 36582 LIZA SIMON 40.00 X 63392 0 11330 RODNEY L OPSAL 12.00 X 140739 0 28506 PAUL NELSON 40.00 X 103294 0 5285 588971 0 81703 3 0 1 0 UNITY HEALTH 840 CAROLINA STREET SAUK CITY WI 53583 HEALTH INSURANCE 220378 HOVDE PROPERTIES LLC 122 W WASHINGTON AVENUE MADISON WI 53703 PROPERTY MANAGEMENT 158065 MARSH USA 96460 COLLECTION CENTER DRIVE CHICAGO IL 60693 RISK MANAGEMENT 108808 3 358603 103530 462133 MEMBERSHIP DUES 611710 1201831 1201831 MEMBER SERVICES 611710 920265 920265 PRIVATE COLLEGE WEEK A 611710 92915 92915 MISCELLANEOUS PROGRAM 611710 120 120 2215131 110128 110128 539305 100 377147 162158 100 162258 162258 2949650 2215131 0 272386 399895 399895 398831 263732 95216 39883 1138140 959928 57569 120643 49430 41538 2593 5299 260196 221058 17889 21249 103641 84099 9204 10338 71399 67511 1944 1944 33626 31864 881 881 20100 20100 72273 70233 1150 890 109525 109525 176237 166889 4674 4674 31099 30339 380 380 222665 207295 7685 7685 62417 57473 2472 2472 71948 71948 2845 2499 173 173 30518 25024 2747 2747 21957 21247 355 355 BAD DEBTS 124514 124514 DUES/SUBSCRIPTIONS 32404 26642 2881 2881 DATA CENTER 27421 27421 OTHER 18012 16450 780 782 MEMBER SERVICES 17457 16793 334 330 15750 15750 3512300 3079767 208927 223606 447991 381423 227404 358603 84034 91556 60153 46984 313479 162901 55513 150578 12056463 875095 13085607 53727 180560 152011 202033 13188 98334 218926 480927 X 656169 829938 0 2744409 0 9030333 656169 12604680 875095 13085607 X -562650 12511161 X 0 1 1 X 1 1 X 229109 548630 512250 462133 1752122 1638905 1728671 1946567 2026919 2215131 9556193 1868014 1728671 2495197 2539169 2677264 11308315 0 0 0 11308315 24193 25444 14696 7895 110128 182356 24193 25444 14696 7895 110128 182356 1892207 1754115 2509893 2547064 2787392 11490671 0.98410 0.99190 0.01590 0.00810 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 197137 0 0 0 1 1 24345 1 2867 1 26000 1 41 1 12742 65995 0 EXPLANATION OF OTHER LOBBYING ACTIVITIES: PART II-B, LINE 1I: AMOUNTS PAID TO WAICU STAFF AND MANAGEMENT RELATED TO LOBBYING $131,142. 9867724 408061 478064 9797721 0.04740 0.95260 0 0 138238 63000 75238 82945 51609 31336 92296 48292 44004 150578 INVESTMENTS 2258742 F ENDOWMENT INVESTMENTS AND RESTRICTED CASH 9797721 F 12056463 2949650 3512300 -562650 252913 12258248 12511161 11948511 3202563 252913 252913 2949650 0 2949650 3512300 0 3512300 0 3512300 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE INTENDED USE OF THE ENDOWMENT FUNDS IS FOR SCHOLARSHIPS FOR STUDENTS ATTENDING WISCONSIN NONPROFIT COLLEGES. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE ASSOCIATION IS EXEMPT FROM FEDERAL AND WISCONSIN INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ASSOCIATION HAS EVALUATED THE EFFECTS OF APPLYING ACCOUNTING GUIDANCE IN REGARD TO UNCERTAIN TAX POSITIONS, AND DOES NOT BELIEVE THAT IT HAS ANY UNCERTAIN TAX POSITIONS. FEDERAL RETURNS FOR THE YEARS ENDED JUNE 30, 2008, 2009, AND 2010, REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. PART XI, LINE 8 - OTHER ADJUSTMENTS: NET ASSETS OF WISCONSIN FOUNDATION FOR INDEPENDENT COLLEGES AS OF 01/01/11 12,258,248. 1 SCHOLARSHIPS 166 371641 COLLEGE-TO-WORK SCHOLARSHIPS 21 28254 X X X 0 0 0 0 0 0 0 0 0 ROLF WEGENKE 281546 0 0 0 0 0 15225 0 21357 0 318128 0 0 0 RODNEY L OPSAL 140739 0 0 0 0 0 7149 0 21357 0 169245 0 0 0 NEW PROGRAM SERVICES FORM 990, PART III, LINE 2 DURING THE YEAR WAICU MERGED OPERATIONS WITH WISCONSIN FOUNDATION FOR INDEPENDENT COLLEGES TO BETTER ASSIST WISCONSIN PRIVATE NONPROFIT COLLEGES. DUE TO THIS MERGER THE ORGANIZATION NOW HAS A SCHOLARSHIP AND INTERNSHIP PROGRAM. FORM 990, PART VI, SECTION A, LINE 4 EFFECTIVE JANUARY 1, 2011 THE ORGANIZATION ACQUIRED THE WISCONSIN FOUNDATION FOR INDEPENDENT COLLEGES (WFIC). WFIC WAS A NONPROFIT ORGANIZATION FORMED TO GENERATE PARTNERSHIPS BETWEEN WISCONSIN'S PRIVATE COLLEGES AND UNIVERSITIES AND THE CORPORATE AND FOUNDATION COMMUNITIES. FORM 990, PART VI, SECTION B, LINE 11 A DRAFT OF THE FORM 990 IS MAILED TO THE EXECUTIVE COMMITTEE TWO WEEKS PRIOR TO ITS FALL MEETING. AT THIS MEETING THE COMMITTEE DISCUSSES ANY SUGGESTED CHANGES. THE COMMITTEE THEN VOTES ON WHETHER TO RECOMMEND THAT THE FULL BOARD OF DIRECTORS ACCEPT THE REVISED DRAFT OF THE RETURN. THE FULL BOARD OF DIRECTORS VOTES AT ITS OCTOBER MEETING TO ACCEPT THE PREPARED FORM 990 FOR FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, ALL DIRECTORS, OFFICERS, AND KEY EMPLOYEES COMPLETE A FORM TO DISCLOSE ALL CONFLICTS OF INTEREST. THE COMPLETED AND SIGNED FORMS ARE KEPT AT WAICU'S OFFICE. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE CONDUCTS AN ANNUAL PERFORMANCE REVIEW OF THE PRESIDENT. THE COMMITTEE REVIEWS A STUDY PREPARED BY THE CALIFORNIA PRIVATE COLLEGE ASSOCIATION ON BEHALF OF THE NATIONAL ASSOCIATION OF INDEPENDENT COLLEGES AND UNIVERSITIES STATE EXECUTIVES (NAICUSE) AND ANOTHER STUDY PREPARED BY THE COLLEGE AND UNIVERSITY PROFESSIONAL ASSOCIATION FOR HUMAN RESOURCES (CUPA-HR) WHEN CONSIDERING COMPENSATION. FORM 990, PART VI, SECTION C, LINE 18 UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S INFORMATION RETURN IS AVAILABLE UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 252,913. NET ASSETS OF WISCONSIN FOUNDATION FOR INDEPENDENT COLLEGES AS OF 01/01/11 12,258,248. TOTAL TO FORM 990, PART XI, LINE 5: 12,511,161. WAICU EDUCATIONAL TECHNOLOGY CONSORTIUM INC 122 W WASHINGTON AVENUE SUITE 700 MADISON WI 53703 203202578 PURCHASE IT FOR MEMBERS WI 501(C)(3) LINE 11A, I N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 WAICU EDUCATIONAL TECHNOLOGY CONSORTIUM INC P 200074 FMV