Civic Intelligence

The Uwm Research Foundation Inc

990 • Fiscal year 2017 • EIN 20-8297675

Jul 01, 2016 to Jun 30, 2017 • Filed on Apr 12, 2018

Organization ProfileWWW.UWMRESEARCHFOUNDATION.ORG
1440 East North AvenueMilwaukee, WI 53202

(414) 906-4645

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

47th percentile

0.07x

Higher debt load relative to assets than 47% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

64th percentile

0.21x

Higher debt load relative to revenue than 64% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

65th percentile

9.6%

Higher net margin than 65% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

94th percentile

$292,349

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 21.4% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

49th percentile

2.8%

Faster asset growth than 49% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

62nd percentile

11%

Faster revenue growth than 62% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets47th percentile

Assets

Up

$3,902,872

Up $107,844 (+2.8%) from 2016

Net Assets

Up

$3,618,044

Up $131,427 (+3.8%) from 2016

Liabilities

Down

$284,828

Down $23,583 (-7.6%) from 2016

Revenue And Expenses
Liabilities / Revenue64th percentileNet Margin65th percentile

Revenue

Up

$1,363,347

Up $132,177 (+11%) from 2016

Expenses

Up

$1,231,919

Up $104,967 (+9.3%) from 2016

Net Income

Up

$131,428

Up $27,210 (+26%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0M$4.0M$2.0M$0Assets 2010: $3,690,008Liabilities 2010: $225,972Net Assets 2010: $3,464,0362010Assets 2011: $3,339,373Liabilities 2011: $363,655Net Assets 2011: $2,975,7182011Assets 2012: $3,137,940Liabilities 2012: $290,328Net Assets 2012: $2,847,6122012Assets 2013: $3,481,835Liabilities 2013: $450,768Net Assets 2013: $3,031,0672013Assets 2014: $3,625,436Liabilities 2014: $292,537Net Assets 2014: $3,332,8992014Assets 2015: $3,601,876Liabilities 2015: $219,478Net Assets 2015: $3,382,3982015Assets 2016: $3,795,028Liabilities 2016: $308,411Net Assets 2016: $3,486,6172016Assets 2017: $3,902,872Liabilities 2017: $284,828Net Assets 2017: $3,618,0442017Assets 2018: $3,537,801Liabilities 2018: $104,684Net Assets 2018: $3,433,1172018Assets 2019: $3,692,519Liabilities 2019: $91,932Net Assets 2019: $3,600,5872019Assets 2020: $3,971,775Liabilities 2020: $122,821Net Assets 2020: $3,848,9542020Assets 2021: $4,481,641Liabilities 2021: $152,021Net Assets 2021: $4,329,6202021Assets 2022: $3,912,892Liabilities 2022: $143,593Net Assets 2022: $3,769,2992022Assets 2023: $3,979,687Liabilities 2023: $149,677Net Assets 2023: $3,830,0102023Assets 2024: $4,064,472Liabilities 2024: $86,830Net Assets 2024: $3,977,6422024

Highlighted filing

2017

Assets$3,902,872
Liabilities$284,828
Net Assets$3,618,044
Open 2017 Filing

Operations Trend

Revenue Growth62nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$2.0M$1.0M$0-$1.0MExpenses 2010: $1,149,3742010Revenue 2011: $1,045,198Expenses 2011: $1,640,425Net Income 2011: -$595,2272011Expenses 2012: $1,381,8242012Expenses 2013: $1,119,9382013Revenue 2014: $1,353,085Expenses 2014: $1,051,253Net Income 2014: $301,8322014Revenue 2015: $1,210,482Expenses 2015: $1,160,984Net Income 2015: $49,4982015Revenue 2016: $1,231,170Expenses 2016: $1,126,952Net Income 2016: $104,2182016Revenue 2017: $1,363,347Expenses 2017: $1,231,919Net Income 2017: $131,4282017Revenue 2018: $1,112,697Expenses 2018: $1,297,624Net Income 2018: -$184,9272018Revenue 2019: $1,258,589Expenses 2019: $1,091,119Net Income 2019: $167,4702019Revenue 2020: $1,390,418Expenses 2020: $1,142,051Net Income 2020: $248,3672020Revenue 2021: $1,769,513Expenses 2021: $1,288,847Net Income 2021: $480,6662021Revenue 2022: $743,682Expenses 2022: $1,399,184Net Income 2022: -$655,5022022Revenue 2023: $1,204,642Expenses 2023: $1,143,931Net Income 2023: $60,7112023Revenue 2024: $1,348,306Expenses 2024: $1,200,674Net Income 2024: $147,6322024

Highlighted filing

2017

Revenue$1,363,347
Expenses$1,231,919
Net Income$131,428
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Apr 12, 2018
Return Version
2016v3.0
Gross Receipts
$1,363,347
Mission and Program Overview

Mission

Support research and innovation at the university of wisconsin-milwaukee by providing funding for scholarships and grants and by engaging in corporate partnering activities to that end.

Support research and innovation at university of wisconsin milwaukee.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$398,000$317,356▼ $80,644
Cash and Non-Interest-Bearing Accounts$110,994$177,882▲ $66,888
Land, Buildings, and Equipment, Net$4,296$5,430▲ $1,134
Prepaid Expenses and Deferred Charges$4,126$4,186▲ $60
Total Assets$3,795,028$3,902,872▲ $107,844
Other Assets Total$3,277,612$3,398,018▲ $120,406
Liabilities
Accounts Payable and Accrued Expenses$133,109$156,510▲ $23,401
Other Liabilities$175,302$128,318▼ $46,984
Total Liabilities$308,411$284,828▼ $23,583
Net Assets / Fund Balance
Temporarily Rstr Net Assets$2,667,728$1,969,292▼ $698,436
Unrestricted Net Assets$818,889$1,648,752▲ $829,863
Total Net Assets Fund Balance$3,486,617$3,618,044▲ $131,427
Total Liabilities and Net Assets / Fund Balance$3,795,028$3,902,872▲ $107,844

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$5,430$7,891$13,321
Other Assets Org$3,398,018--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$1,212,042-▲ $146,776$50,182$1,308,636
2015$1,245,198-▲ $16,533$49,689$1,212,042
2014$1,253,083-▲ $39,853$47,738$1,245,198
2013$1,112,794-▲ $184,408$44,119$1,253,083
2012$1,022,617-▲ $124,918$34,741$1,112,794
Compensation and Service Providers
Top Officer Pay94th percentile

Board Members and Trustees

NameTitle
William BerezowitzDirector (From 11/30/16)/Chair
Brian ThompsonPresident
Chris FiascaChair (from 11/30/16)/Vice Chair
Gregg TushausVice Chair (From 11/30/16)/Secretary
Brian BearDirector
Jacquelyn FredrickDirector
Joseph KerschnerDirector
MaryAnn WrightDirector
Sujeet ChandDirector
David GilbertEx-Officio - Voting Member
Johannes BritzEx-Officio - Voting Member
Tom WatsonSecretary (From 11/30/16)
John TorinusTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
University of Wisconsin - MilwaukeeVarious ServicesPO Box 413, Milwaukee, WI 53211$366,158
Michael Best & Friedrich LLPLegal Services100 E Wisconsin Ave Ste 3300, Milwaukee, WI 53202-4108$210,983
Revenue and Support

Revenue Composition

Contributions and Grants
$834,377
Program Service Revenue
$382,144
Investment Income
$146,826
Other Revenue
$0
All Other Contributions
$634,377
Change in Net Assets
$131,428

Audited Revenue Reconciliation

Revenue per Audited Statements
$606,268
Revenue Not Reported on Financial Statements
$757,079
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$757,079
Total Revenue per Audited Statements
$606,268
Total Revenue per Form 990
$1,363,347
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$649,081
Grants and Similar Amounts Paid$330,477
Other Expenses$252,361
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$330,477--$330,477
Other Salaries and Wages$321,370--$321,370
Current Officers, Directors, Trustees, and Key Employees$233,356--$233,356
Fees for Services Legal$125,788--$125,788
Other Employee Benefits$44,031--$44,031
Payroll Taxes$28,417--$28,417
Pension Plan Contributions$21,907--$21,907
Information Technology$21,556--$21,556
Other Expenses$20,752--$20,752
Occupancy$20,198--$20,198
Advertising$19,799--$19,799
Fees for Services Accounting-$16,100-$16,100
Office Expenses$10,808--$10,808
Travel$5,624--$5,624
Conferences and Meetings$5,548--$5,548
Fees for Services Other$3,451--$3,451
Depreciation Depletion$1,665--$1,665
Insurance$1,072--$1,072
Total Functional Expenses$1,215,819$16,100$0$1,231,919

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,231,919
Total Expenses per Audited Statements$1,231,919
Total Expenses per Form 990$1,231,919
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University of Wisconsin-milwaukeeMilwaukee, WI501(c)(3)Research$330,477
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to University Wisconsin-Milwaukee$128,318
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 6

“The sole member is The UWM Foundation, Inc.”

Form 990, Part VI, Section A, line 7A

“The sole member, The UWM Foundation, elects the Board of Directors.”

Form 990, Part VI, Section B, line 11B

“The 990 is reviewed by the Treasurer and then made available to the Board of Directors two weeks prior to filing.”

Form 990, Part VI, Section B, line 12C

“Annual disclosure by BOD members and monitoring is performed during the year by the Board Chair for the UWM Research Foundation.”

Form 990, Part VI, Section B, line 15

“Compensation, and comparability data, is reviewed by the Compensation Committee.”

Form 990, Part VI, Section C, line 19

“Consolidated financial statements are available on the UWM Foundation website and all other governing documents are made available upon request.”

Filing and Contact Details

Filer

Filer Name
The Uwm Research Foundation Inc
EIN
20-8297675
Phone
4149064645
Address
1440 East North Avenue, MILWAUKEE, WI 53202

Signing Officer

Name
Brian Thompson
Title
President
Phone
4149064645
Signed
2018-04-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brian Thompson
Formed
2006
Legal Domicile
Wi
Voting Board Members
12
Independent Board Members
10
Employees
0
Volunteers
10

Preparer

Firm
Wipfli LLP
Address
10000 Innovation Drive Suite 250, Milwaukee, WI 53226-4837
Preparer
Dave Globig
Phone
4144319300
Supplemental Narrative

Additional Explanations

Form 990, Part XI, line 9:

“Rounding -1.”

Form 990, Part XII, Line 2C

“There were no changes in either the oversight process of the audited financial statements or selection process of the independent accountant during the tax year.”

Financial Statement Notes

Part V, Line 4:

“The organization has received several gifts in which the donors have stipulated that the gift amount be invested and maintained permanently to generate annual income for fulfilling the organization's mission. The donor-designated endowment investments are maintained in bank-administered trust funds and the organization has granted the investment managers discretionary authority over investment decisions based on the organization's investment policy.”

Part XI, Line 4B - Other Adjustments:

“Recharacterization of net assets 757,079.”

Raw XML AppendixShowing 400 of 662 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantAmt0286812
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0330477
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0330477
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt01363347
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt021556
IRS990/InformationTechnologyGrp/TotalAmt021556
IRS990/InsuranceGrp/ProgramServicesAmt01072
IRS990/InsuranceGrp/TotalAmt01072
IRS990/InvestmentIncomeGrp/ExclusionAmt0146826
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0146826
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt07891
IRS990/LandBldgEquipBasisNetGrp/BOYAmt04296
IRS990/LandBldgEquipBasisNetGrp/EOYAmt05430
IRS990/LandBldgEquipCostOrOtherBssAmt013321
IRS990/LegalDomicileStateCd0WI
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0SUPPORT RESEARCH AND INNOVATION AT THE UNIVERSITY OF WISCONSIN MILWAUKEE BY PROVIDING FUNDING FOR SCHOLARSHIPS AND GRANTS AND BY ENGAGING IN CORPORATE PARTNERING ACTIVITIES TO THAT END.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt03486617
IRS990/NetAssetsOrFundBalancesEOYAmt03618044
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt020198
IRS990/OccupancyGrp/TotalAmt020198
IRS990/OfficeExpensesGrp/ProgramServicesAmt010808
IRS990/OfficeExpensesGrp/TotalAmt010808
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt03277612
IRS990/OtherAssetsTotalGrp/EOYAmt03398018
IRS990/OtherChangesInNetAssetsAmt0-1
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt044031
IRS990/OtherEmployeeBenefitsGrp/TotalAmt044031
IRS990/OtherExpensesGrp/Desc0License revenue disburs
IRS990/OtherExpensesGrp/ProgramServicesAmt020752
IRS990/OtherExpensesGrp/TotalAmt020752
IRS990/OtherLiabilitiesGrp/BOYAmt0175302
IRS990/OtherLiabilitiesGrp/EOYAmt0128318
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0321370
IRS990/OtherSalariesAndWagesGrp/TotalAmt0321370
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt028417
IRS990/PayrollTaxesGrp/TotalAmt028417
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt021907
IRS990/PensionPlanContributionsGrp/TotalAmt021907
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0398000
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0317356
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt04126
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt04186
IRS990/PrincipalOfficerNm0Brian Thompson
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0541990
IRS990/ProgramServiceRevenueGrp/BusinessCd1541700
IRS990/ProgramServiceRevenueGrp/BusinessCd2541700
IRS990/ProgramServiceRevenueGrp/Desc0Service Revenue
IRS990/ProgramServiceRevenueGrp/Desc1Licensing revenue
IRS990/ProgramServiceRevenueGrp/Desc2Program Delivery Reven
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0350000
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt129644
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt22500
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0350000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt129644
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt22500
IRS990/ProgSrvcAccomActy2Grp/Desc0The GE Healthcare Catalyst Grant Program is designed to seed promising early stage research related to imaging in the area of medical diagnostics and bring those discoveries closer to commercialization.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt028192
IRS990/ProgSrvcAccomActy2Grp/GrantAmt028192
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt00
IRS990/ProgSrvcAccomActy3Grp/Desc0Support Research and Innovation at the University of Wisconsin-Milwaukee by providing funding for scholarships and grants and by engaging in corporate partnering activities to that end.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0900815
IRS990/ProgSrvcAccomActy3Grp/GrantAmt015473
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0382144
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0784782
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0306333
IRS990/PYInvestmentIncomeAmt065968
IRS990/PYOtherExpensesAmt0242351
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0380420
IRS990/PYRevenuesLessExpensesAmt0104218
IRS990/PYSalariesCompEmpBnftPaidAmt0578268
IRS990/PYTotalExpensesAmt01126952
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01231170
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0131428
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt0200000
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt02
IRS990ScheduleA/SupportedOrganizationsTotalCnt02
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0396006492
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1237337744
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd11
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd15
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0330477
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0University of Wisconsin-Milwaukee
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1UWM Foundation Inc
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0330477
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.00000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01212042
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01308636
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0146776
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt050182
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01245198
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01212042
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt016533
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt049689
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01253083
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01245198
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt039853
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt047738
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01112794
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01253083
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0184408
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt044119
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01022617
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01112794
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0124918
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt034741
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd01
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt05430
IRS990ScheduleD/EquipmentGrp/DepreciationAmt07891
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt013321
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01231919
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt03398018
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Due from UWM Foundation
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0128318
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Due to University Wisconsin-Milwaukee
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0757079
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.78000
IRS990ScheduleD/RelatedOrgListSchRInd01
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0757079

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,902,872
Liabilities
$284,828
Net assets
$3,618,044
Revenue
$1,363,347
Expenses
$1,231,919
Net income
$131,428
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.06$0.09$3.98$1.35$1.20$0.15
2023Detailed filing. Detailed filing data is available for this year.$3.98$0.15$3.83$1.20$1.14$0.06
2022Detailed filing. Detailed filing data is available for this year.$3.91$0.14$3.77$0.74$1.40$0.66
2021Detailed filing. Detailed filing data is available for this year.$4.48$0.15$4.33$1.77$1.29$0.48
2020Detailed filing. Detailed filing data is available for this year.$3.97$0.12$3.85$1.39$1.14$0.25
2019Detailed filing. Detailed filing data is available for this year.$3.69$0.09$3.60$1.26$1.09$0.17
2018Detailed filing. Detailed filing data is available for this year.$3.54$0.10$3.43$1.11$1.30$0.18
2017Detailed filing. Detailed filing data is available for this year.$3.90$0.28$3.62$1.36$1.23$0.13
2016Detailed filing. Detailed filing data is available for this year.$3.80$0.31$3.49$1.23$1.13$0.10
2015Detailed filing. Detailed filing data is available for this year.$3.60$0.22$3.38$1.21$1.16$0.05
2014Detailed filing. Detailed filing data is available for this year.$3.63$0.29$3.33$1.35$1.05$0.30
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.48$0.45$3.03$1.12
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.14$0.29$2.85$1.38
2011Summary only. Only limited summary data is available for this year.$3.34$0.36$2.98$1.05$1.64$0.60
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.69$0.23$3.46$1.15