Civic Intelligence

The Uwm Research Foundation Inc

990 • Fiscal year 2018 • EIN 20-8297675

Jul 01, 2017 to Jun 30, 2018 • Filed on Apr 24, 2019

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

36th percentile

0.03x

Higher debt load relative to assets than 36% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

50th percentile

0.09x

Higher debt load relative to revenue than 50% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

15th percentile

-17%

Higher net margin than 15% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

95th percentile

$329,797

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 29.6% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

15th percentile

-9.4%

Faster asset growth than 15% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

15th percentile

-18%

Faster revenue growth than 15% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets36th percentile

Assets

Down

$3,537,801

Down $365,071 (-9.4%) from 2017

Net Assets

Down

$3,433,117

Down $184,927 (-5.1%) from 2017

Liabilities

Down

$104,684

Down $180,144 (-63%) from 2017

Revenue And Expenses
Liabilities / Revenue50th percentileNet Margin15th percentile

Revenue

Down

$1,112,697

Down $250,650 (-18%) from 2017

Expenses

Up

$1,297,624

Up $65,705 (+5.3%) from 2017

Net Income

Down

-$184,927

Down $316,355 (-241%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth15th 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

2018

Assets$3,537,801
Liabilities$104,684
Net Assets$3,433,117
Open 2018 Filing

Operations Trend

Revenue Growth15th 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

2018

Revenue$1,112,697
Expenses$1,297,624
Net Income-$184,927
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Apr 24, 2019
Return Version
2017v2.3
Gross Receipts
$1,112,697
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 the university of wisconsin-milwaukee.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$317,356$231,747▼ $85,609
Cash and Non-Interest-Bearing Accounts$177,882$85,452▼ $92,430
Land, Buildings, and Equipment, Net$5,430$8,604▲ $3,174
Prepaid Expenses and Deferred Charges$4,186$4,232▲ $46
Total Assets$3,902,872$3,537,801▼ $365,071
Other Assets Total$3,398,018$3,207,766▼ $190,252
Liabilities
Other Liabilities$128,318$83,525▼ $44,793
Accounts Payable and Accrued Expenses$156,510$21,159▼ $135,351
Total Liabilities$284,828$104,684▼ $180,144
Net Assets / Fund Balance
Temporarily Rstr Net Assets$1,969,292$1,791,650▼ $177,642
Unrestricted Net Assets$1,648,752$1,641,467▼ $7,285
Total Net Assets Fund Balance$3,618,044$3,433,117▼ $184,927
Total Liabilities and Net Assets / Fund Balance$3,902,872$3,537,801▼ $365,071

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$8,604$9,829$18,433
Other Assets Org$3,207,766--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$1,308,636-▲ $54,813$25,947$1,337,502
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
Compensation and Service Providers
Top Officer Pay95th percentile

Board Members and Trustees

NameTitle
Christina FiascaChair
Brian ThompsonPresident
Gregg TushausVice Chair
Daniel EwigDirector
Jacquelyn FredrickDirector
Joseph Kerschner MdDirector
Michael AnderesDirector
Timothy SchaeferDirector
William BerezowitzDirector
David GilbertEx-officio Director
Johannes BritzEx-officio Director (thru 5/15/18)
Sujeet ChandSecretary
Tom WatsonSecretary (thru 3/1/18)
John Torinus JrTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
University Of Wisconsin - MilwaukeeVarious ServicesPO BOX 413, Milwaukee, WI 53211$317,266
Michael Best & Friedrich LLPLegal Services100 EAST WISCONSIN AVENUE SUITE 33, Milwaukee, WI 53202-4108$241,217
Revenue and Support

Revenue Composition

Contributions and Grants
$628,800
Program Service Revenue
$370,172
Investment Income
$113,725
Other Revenue
$0
All Other Contributions
$428,800
Change in Net Assets
$-184,927
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$882,266
Grants and Similar Amounts Paid$415,358
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$713,119--$713,119
Grants to Domestic Orgs$415,358--$415,358
Fees for Services Legal$64,375--$64,375
Information Technology$20,514--$20,514
Occupancy$20,116--$20,116
Advertising$17,481--$17,481
Fees for Services Accounting-$16,100-$16,100
Office Expenses$10,093--$10,093
Conferences and Meetings$5,943--$5,943
Travel$5,535--$5,535
Fees for Services Other$3,570--$3,570
All Other Expenses$2,409--$2,409
Depreciation Depletion$1,939--$1,939
Insurance$1,072--$1,072
Total Functional Expenses$1,281,524$16,100$0$1,297,624
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University of Wisconsin-milwaukeeMilwaukee, WIState of WiResearch$415,358
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 the University of Wisconsin-milwaukee$83,525
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
No
Other officer compensation reviewed
No
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, inc., 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 at least two weeks prior to filing with the internal revenue service.”

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

“Annual disclosure by board members and monitoring is performed during the year by the board chair for the uwm research foundation, inc.”

Form 990, Part VI, Section C, Line 19

“Consolidated financial statements are available on the uwm foundation, inc. Website and governing documents and the conflict of interest policy 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
2019-04-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brian Thompson
Formed
2006
Legal Domicile
Wi
Voting Board Members
11
Independent Board Members
10
Employees
0
Volunteers
11

Preparer

Firm
Wipfli Llp
Address
PO BOX 8700, MADISON, WI 53708-8700
Preparer
Brittany Mergen
Phone
6082741980
Supplemental Narrative

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.”

Raw XML AppendixShowing 400 of 632 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/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantAmt029756
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0415358
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0415358
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt01112697
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt020514
IRS990/InformationTechnologyGrp/TotalAmt020514
IRS990/InsuranceGrp/ProgramServicesAmt01072
IRS990/InsuranceGrp/TotalAmt01072
IRS990/InvestmentIncomeGrp/ExclusionAmt0113725
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0113725
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt09829
IRS990/LandBldgEquipBasisNetGrp/BOYAmt05430
IRS990/LandBldgEquipBasisNetGrp/EOYAmt08604
IRS990/LandBldgEquipCostOrOtherBssAmt018433
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/NetAssetsOrFundBalancesBOYAmt03618044
IRS990/NetAssetsOrFundBalancesEOYAmt03433117
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoncashContributionsAmt04738
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt020116
IRS990/OccupancyGrp/TotalAmt020116
IRS990/OfficeExpensesGrp/ProgramServicesAmt010093
IRS990/OfficeExpensesGrp/TotalAmt010093
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt03398018
IRS990/OtherAssetsTotalGrp/EOYAmt03207766
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherLiabilitiesGrp/BOYAmt0128318
IRS990/OtherLiabilitiesGrp/EOYAmt083525
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0317356
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0231747
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt04186
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt04232
IRS990/PrincipalOfficerNm0BRIAN THOMPSON
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0541990
IRS990/ProgramServiceRevenueGrp/BusinessCd1541700
IRS990/ProgramServiceRevenueGrp/Desc0SERVICE REVENUE
IRS990/ProgramServiceRevenueGrp/Desc1LICENSING REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0350000
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt120172
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0350000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt120172
IRS990/ProgSrvcAccomActy2Grp/Desc0THE BRADLEY CATALYST GRANT PROGRAM IS DESIGNED FOR FOCUS ON SCIENCE AND ENGINEERING THAT HELPS FOSTER BASIC DISCOVERY AT THE UNIVERSITY OF WISCONSIN-MILWAUKEE AND BRING THOSE DISCOVERIES CLOSER TO COMMERCIALIZATION. FIVE GRANTS TOTAL.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0236893
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0236893
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt00
IRS990/ProgSrvcAccomActy3Grp/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/ProgSrvcAccomActy3Grp/ExpenseAmt0148709
IRS990/ProgSrvcAccomActy3Grp/GrantAmt0148709
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0834377
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0330477
IRS990/PYInvestmentIncomeAmt0146826
IRS990/PYOtherExpensesAmt0252361
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0382144
IRS990/PYRevenuesLessExpensesAmt0131428
IRS990/PYSalariesCompEmpBnftPaidAmt0649081
IRS990/PYTotalExpensesAmt01231919
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01363347
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-184927
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt0200000
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0370172
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/OrganizationTypeCd06
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd15
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0415358
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0UNIVERSITY OF WISCONSIN-MILWAUKEE
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1THE UWM FOUNDATION INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0415358
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.00000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01308636
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01337502
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt054813
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt025947
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01212042
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01308636
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0146776
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt050182
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01245198
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01212042
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt016533
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt049689
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01253083
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01245198
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt039853
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt047738
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01112794
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01253083
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0184408
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt044119
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd01
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt08604
IRS990ScheduleD/EquipmentGrp/DepreciationAmt09829
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt018433
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt03207766
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0INTEREST IN INVESTMENTS HELD BY THE UWM FOUNDATION, INC.
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt083525
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO THE UNIVERSITY OF WISCONSIN-MILWAUKEE
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.78000
IRS990ScheduleD/RelatedOrgListSchRInd01
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE 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.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.22000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt08604
IRS990ScheduleD/TotalBookValueOtherAssetsAmt03207766
IRS990ScheduleD/TotalLiabilityAmt083525
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0415358
IRS990ScheduleI/RecipientTable/IRCSectionDesc0STATE OF WI
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0RESEARCH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0UNIVERSITY OF WISCONSIN-MILWAUKEE
IRS990ScheduleI/RecipientTable/RecipientEIN0396006492
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt02200 EAST KENWOOD BOULEVARD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0MILWAUKEE

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,537,801
Liabilities
$104,684
Net assets
$3,433,117
Revenue
$1,112,697
Expenses
$1,297,624
Net income
-$184,927
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