Civic Intelligence

University Foundation UW Marshfield/Wood County

990 • Fiscal year 2017 • EIN 23-7086867

Jul 01, 2016 to Jun 30, 2017 • Filed on May 15, 2018

Organization ProfileWWW.MARSHFIELD.UWC.EDU/FOUNDATION.ASP
2000 W 5th Street Box 150Marshfield, WI 54449

(715) 387-1147

Siviq Scores

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

Liabilities / Assets

31st percentile

0.02x

Higher debt load relative to assets than 31% of similar nonprofits.

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

Liabilities / Revenue

43rd percentile

0.07x

Higher debt load relative to revenue than 43% of similar nonprofits.

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

Net Margin

2nd percentile

-161%

Higher net margin than 2% of similar nonprofits.

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

Top Officer Pay

42nd percentile

$39,966

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 4.2% of source-year revenue.

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

Asset Growth

4th percentile

-29%

Faster asset growth than 4% of similar nonprofits.

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

Revenue Growth

2nd percentile

-69%

Faster revenue growth than 2% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$3,432,426

Down $1,388,617 (-29%) from 2016

Net Assets

Down

$3,366,195

Down $1,383,873 (-29%) from 2016

Liabilities

Down

$66,231

Down $4,744 (-6.7%) from 2016

Revenue And Expenses
Liabilities / Revenue43rd percentileNet Margin2nd percentile

Revenue

Down

$961,370

Down $2,146,580 (-69%) from 2016

Expenses

Up

$2,505,830

Up $2,295,549 (+1092%) from 2016

Net Income

Down

-$1,544,460

Down $4,442,129 (-153%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth4th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $1,419,480Liabilities 2010: $42,376Net Assets 2010: $1,377,1042010Assets 2011: $1,326,433Liabilities 2011: $27,358Net Assets 2011: $1,299,0752011Assets 2012: $1,372,108Liabilities 2012: $29,178Net Assets 2012: $1,342,9302012Assets 2013: $1,848,104Liabilities 2013: $103,846Net Assets 2013: $1,744,2582013Assets 2015: $2,051,471Liabilities 2015: $74,756Net Assets 2015: $1,976,7152015Assets 2016: $4,821,043Liabilities 2016: $70,975Net Assets 2016: $4,750,0682016Assets 2017: $3,432,426Liabilities 2017: $66,231Net Assets 2017: $3,366,1952017Assets 2018: $2,053,156Liabilities 2018: $62,066Net Assets 2018: $1,991,0902018Assets 2020: $1,954,855Liabilities 2020: $50,020Net Assets 2020: $1,904,8352020Assets 2021: $2,330,566Liabilities 2021: $44,687Net Assets 2021: $2,285,8792021Assets 2022: $1,853,140Liabilities 2022: $39,043Net Assets 2022: $1,814,0972022Assets 2023: $4,942,988Liabilities 2023: $33,672Net Assets 2023: $4,909,3162023Assets 2024: $294,481Liabilities 2024: $28,339Net Assets 2024: $266,1422024Assets 2025: $294,117Liabilities 2025: $28,338Net Assets 2025: $265,7792025

Highlighted filing

2017

Assets$3,432,426
Liabilities$66,231
Net Assets$3,366,195
Open 2017 Filing

Operations Trend

Revenue Growth2nd percentile

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

$5.0M$0-$5.0MExpenses 2010: $170,8852010Expenses 2011: $151,5472011Expenses 2012: $193,4742012Revenue 2013: $405,105Expenses 2013: $215,680Net Income 2013: $189,4252013Revenue 2015: $462,563Expenses 2015: $314,986Net Income 2015: $147,5772015Revenue 2016: $3,107,950Expenses 2016: $210,281Net Income 2016: $2,897,6692016Revenue 2017: $961,370Expenses 2017: $2,505,830Net Income 2017: -$1,544,4602017Revenue 2018: $264,322Expenses 2018: $1,687,671Net Income 2018: -$1,423,3492018Revenue 2020: $175,074Expenses 2020: $226,248Net Income 2020: -$51,1742020Revenue 2021: $214,657Expenses 2021: $205,967Net Income 2021: $8,6902021Revenue 2022: $271,876Expenses 2022: $230,630Net Income 2022: $41,2462022Revenue 2023: $3,358,292Expenses 2023: $382,494Net Income 2023: $2,975,7982023Revenue 2024: -$111,893Expenses 2024: $4,531,281Net Income 2024: -$4,643,1742024Revenue 2025: $12,833Expenses 2025: $8,189Net Income 2025: $4,6442025

Highlighted filing

2017

Revenue$961,370
Expenses$2,505,830
Net Income-$1,544,460
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 15, 2018
Return Version
2016v3.0
Gross Receipts
$1,683,602
Mission and Program Overview

Mission

Provides financial support for student, faculty and staff, and various campus programs and activities.

The university center foundation, inc. Is an organization of faculty administrators and community leaders, dedicated to providing opportunities for personal development, education and recreation. Its goal is not only the enrichment of campus life as a whole, but also to support the advancement of students in a financial way.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$1,414,055$2,022,446▲ $608,391
Pledges and Grants Receivable$2,414,131$1,090,297▼ $1,323,834
Land, Buildings, and Equipment, Net$159,300$159,300→ $0
Savings and Temporary Cash Investments$827,542$137,591▼ $689,951
Cash and Non-Interest-Bearing Accounts$6,015$22,792▲ $16,777
Total Assets$4,821,043$3,432,426▼ $1,388,617
Liabilities
Deferred Revenue$65,869$60,537▼ $5,332
Other Liabilities$5,106$5,694▲ $588
Total Liabilities$70,975$66,231▼ $4,744
Net Assets / Fund Balance
Temporarily Rstr Net Assets$4,490,471$3,057,265▼ $1,433,206
Unrestricted Net Assets$224,597$273,930▲ $49,333
Permanently Rstr Net Assets$35,000$35,000→ $0
Total Net Assets Fund Balance$4,750,068$3,366,195▼ $1,383,873
Total Liabilities and Net Assets / Fund Balance$4,821,043$3,432,426▼ $1,388,617

Asset Categories

AssetBook ValueDepreciationBasis
Land$159,300-$159,300
Other Securities$68,308--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$94,771$500▼ $998-$91,625
2015$97,917$500▼ $998-$94,771
2014$96,703$500▲ $3,388-$97,917
2013$69,452$25,500▲ $2,393-$96,703
2012$57,993$600▲ $12,932-$69,452
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeOtherTotal
Roxanne WetterauExecutive DirectorFT$39,966$39,966

Board Members and Trustees

NameTitle
Tim CoenPast President
Donna RozarPresident
Andy KeoghDirector
Debi McculloughDirector
Karl ZimmermannDirector
Pam AckerDirector
Patricia KluetzDirector
Phil StefonikDirector
Sara SchuellerDirector
Keith MontgomeryCEO
Steve FuerlingerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$897,287
Program Service Revenue
$0
Investment Income
$57,976
Other Revenue
$6,107
All Other Contributions
$888,737
Change in Net Assets
$-1,544,460

Audited Revenue Reconciliation

Revenue per Audited Statements
$961,370
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$165,898
Total Revenue per Audited Statements
$1,127,268
Total Revenue per Form 990
$961,370
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,408,469
Salaries, Compensation, and Employee Benefits$48,894
Other Expenses$48,467
Total Fundraising Expense$34,566
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,351,019--$2,351,019
Grants to Domestic Individuals$57,450--$57,450
Other Salaries and Wages-$14,786$22,180$36,966
Fees for Services Accounting-$23,533-$23,533
Payroll Taxes-$4,772$7,156$11,928
Fees for Service Investment Mgmnt Fees-$11,762-$11,762
Office Expenses$1,584$498$3,523$5,605
Insurance-$2,530-$2,530
Conferences and Meetings-$1,171$600$1,771
Information Technology-$1,247-$1,247
Advertising--$450$450
Occupancy-$300-$300
Other Expenses$315$132$657$132
Total Functional Expenses$2,410,368$60,896$34,566$2,505,830

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,511,141
Expenses per Audited Statements$2,505,830
Total Expenses per Form 990$2,505,830
Expenses Not Reported on Form 990$5,311
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University of Wisconsinmarshfieldwood CountyMarshfield, WIGovernmentProvides Financial Support for Student, Faculty and Staff, and Various Campus Programs and Activities.$2,351,019
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$6,085
Fundraising Direct Expenses$5,311
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Food for Thought$14,635$6,085$3,506$2,579
Total Events$14,635$6,085$5,311$774
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 Uw Alumni Association$5,694
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“The secretary/treasurer of the board of directors reviews the 990 prior to filing.”

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

“When the organization seeks business with a member or any business with which the member is affiliated as an owner or employee, the existence and nature of any conflict should be fully disclosed to the board of directors or executive committee before any vote or action on the matter.”

Form 990, Part VI, Section C, Line 19

“They will make this information available upon request.”

Filing and Contact Details

Filer

Filer Name
University Foundation
EIN
23-7086867
Phone
7153871147
Address
2000 W 5TH STREET BOX 150, MARSHFIELD, WI 54449

Signing Officer

Name
Keith Montgomery
Title
CEO
Phone
7153871147
Signed
2018-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Keith Montgomery
Formed
1964
Legal Domicile
Wi
Voting Board Members
10
Independent Board Members
10
Employees
1
Volunteers
50

Preparer

Firm
Cliftonlarsonallen Llp
Address
103 W MCMILLAN SUITE 2 PO BOX 428, MARSHFIELD, WI 54449
Preparer
Kimberly Anderson CPA
Phone
7153876341
Supplemental Narrative

Additional Explanations

Form 990 Page 12 Part XI Line 2C

“The board of directors assumes responsiblity for oversight of the review.”

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Direct expenses on fundraising activities 5,311.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Direct expenses on fundraising activities 5,311.”

Raw XML AppendixShowing 400 of 600 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE UNIVERSITY CENTER FOUNDATION, INC. IS AN ORGANIZATION OF FACULTY ADMINISTRATORS AND COMMUNITY LEADERS, DEDICATED TO PROVIDING OPPORTUNITIES FOR PERSONAL DEVELOPMENT, EDUCATION AND RECREATION. ITS GOAL IS NOT ONLY THE ENRICHMENT OF CAMPUS LIFE AS A WHOLE, BUT ALSO TO SUPPORT THE ADVANCEMENT OF STUDENTS IN A FINANCIAL WAY.
IRS990/AdvertisingGrp/FundraisingAmt0450
IRS990/AdvertisingGrp/TotalAmt0450
IRS990/AllOtherContributionsAmt0888737
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0KEITH MONTGOMERY
IRS990/BooksInCareOfDetail/PhoneNum07153871147
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02000 W 5TH ST BOX 150
IRS990/BooksInCareOfDetail/USAddress/CityNm0MARSHFIELD
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd054449
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt06015
IRS990/CashNonInterestBearingGrp/EOYAmt022792
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/FundraisingAmt0600
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt01171
IRS990/ConferencesMeetingsGrp/TotalAmt01771
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContriRptFundraisingEventAmt08550
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0897287
IRS990/CYGrantsAndSimilarPaidAmt02408469
IRS990/CYInvestmentIncomeAmt057976
IRS990/CYOtherExpensesAmt048467
IRS990/CYOtherRevenueAmt06107
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-1544460
IRS990/CYSalariesCompEmpBnftPaidAmt048894
IRS990/CYTotalExpensesAmt02505830
IRS990/CYTotalFundraisingExpenseAmt034566
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0961370
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt065869
IRS990/DeferredRevenueGrp/EOYAmt060537
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0SCHOLARSHIPS ARE AWARDED BASED ON THE CRITERIA AND PROCESSES SET BY THE CHARTER AGREEMENT FOR EACH NAMED ACCOUNT AT THE FOUNDATION.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt01
IRS990/EmploymentTaxReturnsFiledInd00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt057450
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt023533
IRS990/FeesForServicesAccountingGrp/TotalAmt023533
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt011762
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt011762
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt100.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1140.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/PersonNm0ANDY KEOGH
IRS990/Form990PartVIISectionAGrp/PersonNm1DONNA ROZAR
IRS990/Form990PartVIISectionAGrp/PersonNm2KARL ZIMMERMANN
IRS990/Form990PartVIISectionAGrp/PersonNm3SARA SCHUELLER
IRS990/Form990PartVIISectionAGrp/PersonNm4PATRICIA KLUETZ
IRS990/Form990PartVIISectionAGrp/PersonNm5PHIL STEFONIK
IRS990/Form990PartVIISectionAGrp/PersonNm6PAM ACKER
IRS990/Form990PartVIISectionAGrp/PersonNm7STEVE FUERLINGER
IRS990/Form990PartVIISectionAGrp/PersonNm8DEBI MCCULLOUGH
IRS990/Form990PartVIISectionAGrp/PersonNm9TIM COEN
IRS990/Form990PartVIISectionAGrp/PersonNm10KEITH MONTGOMERY
IRS990/Form990PartVIISectionAGrp/PersonNm11ROXANNE WETTERAU
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1139966
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt10CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt11EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01964
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt08550
IRS990/FundraisingDirectExpensesAmt05311
IRS990/FundraisingGrossIncomeAmt06085
IRS990/GainOrLossGrp/SecuritiesAmt0-352
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantAmt057450
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt057450
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt057450
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt02351019
IRS990/GrantsToDomesticOrgsGrp/TotalAmt02351019
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0716569
IRS990/GrossReceiptsAmt01683602
IRS990/GrossRentsGrp/RealAmt05333
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt01247
IRS990/InformationTechnologyGrp/TotalAmt01247
IRS990/InsuranceGrp/ManagementAndGeneralAmt02530
IRS990/InsuranceGrp/TotalAmt02530
IRS990/InvestmentIncomeGrp/ExclusionAmt058328
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt058328
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt01414055
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt02022446
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0159300
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0159300
IRS990/LandBldgEquipCostOrOtherBssAmt0159300
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0716921
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PROVIDES FINANCIAL SUPPORT FOR STUDENT, FACULTY AND STAFF, AND VARIOUS CAMPUS PROGRAMS AND ACTIVITIES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt04750068
IRS990/NetAssetsOrFundBalancesEOYAmt03366195
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-352
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-352
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0774
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0774
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt05333
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt05333
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0160587
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0300
IRS990/OccupancyGrp/TotalAmt0300
IRS990/OfficeExpensesGrp/FundraisingAmt03523
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0498
IRS990/OfficeExpensesGrp/ProgramServicesAmt01584
IRS990/OfficeExpensesGrp/TotalAmt05605
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0CREDIT CARD FEES
IRS990/OtherExpensesGrp/Desc1AWARDS AND GIFTS
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS EXPENSE
IRS990/OtherExpensesGrp/FundraisingAmt0657
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0165
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1132
IRS990/OtherExpensesGrp/ProgramServicesAmt0315
IRS990/OtherExpensesGrp/TotalAmt0657
IRS990/OtherExpensesGrp/TotalAmt1480
IRS990/OtherExpensesGrp/TotalAmt2132
IRS990/OtherLiabilitiesGrp/BOYAmt05106
IRS990/OtherLiabilitiesGrp/EOYAmt05694
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt022180
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt014786
IRS990/OtherSalariesAndWagesGrp/TotalAmt036966
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt07156
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt04772
IRS990/PayrollTaxesGrp/TotalAmt011928
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt035000
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt035000
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt02414131
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt01090297
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0KEITH MONTGOMERY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0GRANTS OR ASSISTANCE ARE PROVIDED FOR FINANCIAL SUPPORT FOR STUDENT, FACULTY AND STAFF, AND VARIOUS CAMPUS PROGRAMS AND ACTIVITIES.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt02351019
IRS990/ProgSrvcAccomActy2Grp/GrantAmt02351019
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt01899
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt03015148
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0104950
IRS990/PYInvestmentIncomeAmt089707
IRS990/PYOtherExpensesAmt058773
IRS990/PYOtherRevenueAmt03095
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt02897669
IRS990/PYSalariesCompEmpBnftPaidAmt046558
IRS990/PYTotalExpensesAmt0210281
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03107950
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-1544460
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt05333
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0827542
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0137591
IRS990ScheduleA/CollegeOrganizationInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0897287
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt03015148
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0366924
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0455730
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0113198
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt04848287
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt063661
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt079501
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0100998
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt063527
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt026091
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0333778
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt065922
IRS990ScheduleA/PublicSupportCY170Pct00.43190
IRS990ScheduleA/PublicSupportPY170Pct00.37480
IRS990ScheduleA/PublicSupportTotal170Amt02237992
IRS990ScheduleA/SubstantialContributorsTotAmt02610295
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0897287
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt03015148
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0366924
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0455730
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0113198
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt04848287
IRS990ScheduleA/TotalSupportAmt05182065
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/CYEndwmtFundGrp/AdministrativeExpensesAmt02648
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt094771
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0500
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt091625
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-998
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt02648
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt097917
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0500
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt094771
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-998
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt02674
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt096703
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0500
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt097917
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt03388
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0642
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt069452
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt025500
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt096703
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02393
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt01073
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt057993
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0600
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt069452
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt01000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt012932
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt05311
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt02505830
IRS990ScheduleD/LandGrp/BookValueAmt0159300
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0159300
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0160587
IRS990ScheduleD/OtherExpensesIncludedAmt05311
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt05694
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO UW ALUMNI ASSOCIATION
IRS990ScheduleD/OtherRevenueAmt05311
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0343996
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1224879
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2224610
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt359813
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt477035
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt5165056
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt662879
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt7112099
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt8187896
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt9160388
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1035027
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt11163745
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1251423
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1348701
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1436591
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1568308
IRS990ScheduleD/OtherSecuritiesGrp/Desc0VANGUARD FIXED INC SHORT TERM CORP
IRS990ScheduleD/OtherSecuritiesGrp/Desc1VGD TOTAL BOND MKT IDX FUND (SIG)
IRS990ScheduleD/OtherSecuritiesGrp/Desc2DODGE & COX STOCK FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc3AM FDS EUROPACIFIC GROWTH FD (F2)
IRS990ScheduleD/OtherSecuritiesGrp/Desc4G/S GROWTH OPPORTUNITIES INSTL
IRS990ScheduleD/OtherSecuritiesGrp/Desc5HARBOR CAPITAL APPRECIATION FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc6AM FDS NEW WORLD FUND (F2)
IRS990ScheduleD/OtherSecuritiesGrp/Desc7TEMPLETON INSTL FOREIGN EQUITY
IRS990ScheduleD/OtherSecuritiesGrp/Desc8VGD MORGAN GROWTH (ADM)
IRS990ScheduleD/OtherSecuritiesGrp/Desc9VGD 500 INDEX (SIG)
IRS990ScheduleD/OtherSecuritiesGrp/Desc10WASATCH SMALL CAP GROWTH FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc11DODGE & COX INCOME FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc12GOLDMAN SACHS MID CAP VAL INSTL
IRS990ScheduleD/OtherSecuritiesGrp/Desc13OPPENHEIMER DEVELOPING MARKETS

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$3,432,426
Liabilities
$66,231
Net assets
$3,366,195
Revenue
$961,370
Expenses
$2,505,830
Net income
-$1,544,460
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.29$0.03$0.27$0.01$0.01$0.00
2024Detailed filing. Detailed filing data is available for this year.$0.29$0.03$0.27$0.11$4.53$4.64
2023Detailed filing. Detailed filing data is available for this year.$4.94$0.03$4.91$3.36$0.38$2.98
2022Detailed filing. Detailed filing data is available for this year.$1.85$0.04$1.81$0.27$0.23$0.04
2021Detailed filing. Detailed filing data is available for this year.$2.33$0.04$2.29$0.21$0.21$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.95$0.05$1.90$0.18$0.23$0.05
2018Detailed filing. Detailed filing data is available for this year.$2.05$0.06$1.99$0.26$1.69$1.42
2017Detailed filing. Detailed filing data is available for this year.$3.43$0.07$3.37$0.96$2.51$1.54
2016Detailed filing. Detailed filing data is available for this year.$4.82$0.07$4.75$3.11$0.21$2.90
2015Detailed filing. Detailed filing data is available for this year.$2.05$0.07$1.98$0.46$0.31$0.15
2013Detailed filing. Detailed filing data is available for this year.$1.85$0.10$1.74$0.41$0.22$0.19
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.37$0.03$1.34$0.19
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.33$0.03$1.30$0.15
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.42$0.04$1.38$0.17