Civic Intelligence

Wisconsin Alumni Research Foundation

990 • Fiscal year 2014 • EIN 39-0833612

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 14, 2014

Organization ProfileWWW.WARF.ORG

View Organization Page

614 Walnut Street 13th FloorMadison, WI 53726

(608) 263-2825

Siviq Scores

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

Liabilities / Assets

30th percentile

0.23x

Higher debt load relative to assets than 30% of similar nonprofits.

2014 filings • 501(c)3 • $1B+ nonprofits • Source year 2014

Liabilities / Revenue

84th percentile

2.19x

Higher debt load relative to revenue than 84% of similar nonprofits.

2014 filings • 501(c)3 • $1B+ nonprofits • Source year 2014

Net Margin

95th percentile

56%

Higher net margin than 95% of similar nonprofits.

2014 filings • 501(c)3 • $1B+ nonprofits • Source year 2014

Top Officer Pay

20th percentile

$729,168

Higher top officer pay than 20% of similar nonprofits.

Top officer pay equals 0.2% of source-year revenue.

2014 filings • 501(c)3 • $1B+ nonprofits • Source year 2014

Asset Growth

90th percentile

21%

Faster asset growth than 90% of similar nonprofits.

2014 filings • 501(c)3 • $1B+ nonprofits • Annualized from 2013 to 2014

Revenue Growth

91st percentile

39%

Faster revenue growth than 91% of similar nonprofits.

2014 filings • 501(c)3 • $1B+ nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$3,224,253,090

Up $559,721,064 (+21%) from 2013

Net Assets

Up

$2,476,885,892

Up $276,469,504 (+13%) from 2013

Liabilities

Up

$747,367,198

Up $283,251,560 (+61%) from 2013

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin95th percentile

Revenue

Up

$341,965,058

Up $96,230,063 (+39%) from 2013

Expenses

Down

$149,850,739

Down $7,193,558 (-4.6%) from 2013

Net Income

Up

$192,114,319

Up $103,423,621 (+117%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth90th percentile

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

$4.0B$3.0B$2.0B$1.0B$0Assets 2011: $2,516,480,610Liabilities 2011: $481,777,600Net Assets 2011: $2,034,703,0102011Assets 2012: $2,586,641,488Liabilities 2012: $464,463,473Net Assets 2012: $2,122,178,0152012Assets 2013: $2,664,532,026Liabilities 2013: $464,115,638Net Assets 2013: $2,200,416,3882013Assets 2014: $3,224,253,090Liabilities 2014: $747,367,198Net Assets 2014: $2,476,885,8922014Assets 2015: $3,204,149,420Liabilities 2015: $704,836,893Net Assets 2015: $2,499,312,5272015Assets 2016: $2,933,448,759Liabilities 2016: $490,036,160Net Assets 2016: $2,443,412,5992016Assets 2017: $2,968,285,167Liabilities 2017: $457,087,167Net Assets 2017: $2,511,198,0002017Assets 2018: $3,067,134,832Liabilities 2018: $832,975,832Net Assets 2018: $2,234,159,0002018Assets 2019: $3,030,670,367Liabilities 2019: $794,424,367Net Assets 2019: $2,236,246,0002019Assets 2020: $3,167,612,485Liabilities 2020: $950,463,948Net Assets 2020: $2,217,148,5372020Assets 2021: $3,652,632,359Liabilities 2021: $993,857,319Net Assets 2021: $2,658,775,0402021Assets 2022: $3,181,896,827Liabilities 2022: $917,247,957Net Assets 2022: $2,264,648,8702022Assets 2023: $3,185,260,024Liabilities 2023: $932,184,122Net Assets 2023: $2,253,075,9022023Assets 2024: $3,311,169,475Liabilities 2024: $968,854,120Net Assets 2024: $2,342,315,3552024Assets 2025: $3,432,336,917Liabilities 2025: $1,037,494,554Net Assets 2025: $2,394,842,3632025

Highlighted filing

2014

Assets$3,224,253,090
Liabilities$747,367,198
Net Assets$2,476,885,892
Open 2014 Filing

Operations Trend

Revenue Growth91st percentile

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

$1.0B$500M$0-$500MExpenses 2011: $118,760,6092011Expenses 2012: $110,054,7252012Revenue 2013: $245,734,995Expenses 2013: $157,044,297Net Income 2013: $88,690,6982013Revenue 2014: $341,965,058Expenses 2014: $149,850,739Net Income 2014: $192,114,3192014Revenue 2015: $306,191,101Expenses 2015: $162,650,492Net Income 2015: $143,540,6092015Revenue 2016: $76,936,142Expenses 2016: $179,741,510Net Income 2016: -$102,805,3682016Revenue 2017: $168,067,255Expenses 2017: $142,470,561Net Income 2017: $25,596,6942017Revenue 2018: $263,764,432Expenses 2018: $403,588,183Net Income 2018: -$139,823,7512018Revenue 2019: $32,976,578Expenses 2019: $176,664,199Net Income 2019: -$143,687,6212019Revenue 2020: $255,022,585Expenses 2020: $152,449,434Net Income 2020: $102,573,1512020Revenue 2021: $574,150,272Expenses 2021: $251,069,318Net Income 2021: $323,080,9542021Revenue 2022: -$91,812,100Expenses 2022: $152,502,462Net Income 2022: -$244,314,5622022Revenue 2023: -$21,573,356Expenses 2023: $155,452,922Net Income 2023: -$177,026,2782023Revenue 2024: $140,752,874Expenses 2024: $155,756,191Net Income 2024: -$15,003,3172024Revenue 2025: $189,345,562Expenses 2025: $219,953,693Net Income 2025: -$30,608,1312025

Highlighted filing

2014

Revenue$341,965,058
Expenses$149,850,739
Net Income$192,114,319
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 14, 2014
Return Version
2013v3.0
Gross Receipts
$341,965,058
Mission and Program Overview

Mission

SEE PART I, LINE 1

To provide the margin of excellence the university of wisconsin - madison needs to fulfill its role as a twenty-first century leader in research, discovery and innovation.also promote, encourage, and aid scientific investigation and research at the university of wisconsin - madison and the morgridge institute for research by:-helping to commercialize the technology arising from that research for the benefit of humankind-investing the proceeds of the commercialization efforts and use the added value from our investments to promote, encourage, and aid further scientific investigation and research at and within the university of wisconsin - madison and the morgridge institute for research.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$1,949,837,599$2,642,430,450▲ $692,592,851
Investments in Publicly Traded Securities$330,088,648$258,195,554▼ $71,893,094
Land, Buildings, and Equipment, Net$165,014,812$159,193,774▼ $5,821,038
Investments Program Related$16,935,662$35,293,138▲ $18,357,476
Cash and Non-Interest-Bearing Accounts$12,431,085$11,701,583▼ $729,502
Savings and Temporary Cash Investments$4,446,588$7,328,897▲ $2,882,309
Prepaid Expenses and Deferred Charges$121,825$760,672▲ $638,847
Accounts Receivable$1,348,672$243,341▼ $1,105,331
Total Assets$2,664,532,026$3,224,253,090▲ $559,721,064
Other Assets Total$184,307,135$109,105,681▼ $75,201,454
Liabilities
Other Liabilities$84,300,958$341,930,853▲ $257,629,895
Grants Payable$215,729,443$243,602,400▲ $27,872,957
Tax Exempt Bond Liabilities$156,405,120$152,755,703▼ $3,649,417
Accounts Payable and Accrued Expenses$7,653,446$9,050,080▲ $1,396,634
Deferred Revenue$26,671$28,162▲ $1,491
Total Liabilities$464,115,638$747,367,198▲ $283,251,560
Net Assets / Fund Balance
Unrestricted Net Assets$2,040,724,388$2,298,509,892▲ $257,785,504
Temporarily Rstr Net Assets$159,692,000$178,376,000▲ $18,684,000
Total Net Assets Fund Balance$2,200,416,388$2,476,885,892▲ $276,469,504
Total Liabilities and Net Assets / Fund Balance$2,664,532,026$3,224,253,090▲ $559,721,064

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$129,728,100$12,582,026$142,310,126
Equipment$13,979,424$10,314,869$24,294,293
Land$15,340,740-$15,340,740
Leasehold Improvements$145,510$825,101$970,611
Other Securities$13,000,000--
Compensation and Service Providers
Top Officer Pay20th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Carl E GulbrandsenTrustee/managing DirectorPT$511,644$197,524$709,168
Carrie ThomeDirector of InvestmentsFT$432,963$200,595$633,558
Alain HungAssoc Director of InvestmentsFT$311,148$203,819$514,967
Steve MixtackiChief Financial OfficerFT$288,912$177,908$466,820
Leigh CaganChief Technology CommerciaFT$254,815$194,501$449,316
Michael FalkGeneral Counsel/chief of SFT$275,874$155,545$431,419
Stephanie AdamanyAssoc General CounselFT$177,864$105,165$283,029
Laura HeislerDIRECT PROG DEVELOP'TFT$148,071$113,014$261,085
Craig HeimAssistant Portfolio ManagerFT$136,786$81,727$218,513
Ryan AbramsAssistant Portfolio ManagerFT$125,320$60,826$186,146
Ernest a MicekTrustee-$15,000$35,000$50,000
John RoweTrustee/president-$15,000$22,000$37,000
Carol N SkornickaTrustee-$15,000$20,000$35,000
Patricia LiptonTrustee/secretary-$15,000$20,000$35,000
Thomas F PyleTrustee/treasurer-$15,000$12,000$27,000
Keith R LoboTrustee-$22,375-$22,375
Peter P TongTrustee-$17,500-$17,500
Gordon F BrunnerTrustee-$16,500-$16,500
Joan E SperoTrustee-$15,000-$15,000
Norman BobinsTrustee-$15,000-$15,000
Doris MeissnerTrustee-$10,000-$10,000
James BerbeeTrustee-$10,000-$10,000
Rebecca BlankTrustee-$5,000-$5,000

Board Members and Trustees

NameTitle
Jeffrey C SprecherTrustee
John P MorgridgeTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Quarles & Brady LLPLegal Services-$2,833,761
CPA Global LtdPatent Legal/annuity Service-$1,532,290
Robins Kaplan Miller & Ciresi LLPLegal Services-$1,142,676
Boyle FredericksonLegal Services-$753,427
Dewitt Ross & StevensLegal Services-$719,921
Revenue and Support

Revenue Composition

Contributions and Grants
$568,735
Program Service Revenue
$40,515,144
Investment Income
$294,178,463
Other Revenue
$6,702,716
All Other Contributions
$568,735
Change in Net Assets
$192,114,319

Audited Revenue Reconciliation

Revenue per Audited Statements
$328,274,906
Revenue Not Reported on Financial Statements
$13,690,152
Revenue Not Reported on Form 990
$28,412,030
Other Revenue Adjustments
$13,690,152
Total Revenue per Audited Statements
$356,686,936
Total Revenue per Form 990
$341,965,058
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$89,180,572
Other Expenses$46,454,291
Salaries, Compensation, and Employee Benefits$14,215,876
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$89,180,572--$89,180,572
Royalties$8,471,878--$8,471,878
Other Salaries and Wages$4,109,084$2,628,555-$6,737,639
Interest$6,569,545$53,537-$6,623,082
Fees for Service Investment Mgmnt Fees-$6,563,996-$6,563,996
Depreciation Depletion$5,732,543$119,556-$5,852,099
Current Officers, Directors, Trustees, and Key Employees$1,417,163$3,132,770-$4,549,933
Fees for Services Legal$2,902,401--$2,902,401
Occupancy$1,867,379$391,096-$2,258,475
All Other Expenses$982,303$505,409-$1,487,712
Pension Plan Contributions$896,568$437,475-$1,334,043
Other Expenses$1,260,029--$1,260,029
Fees for Services Other$1,058,504$179,639-$1,238,143
Other Employee Benefits$636,945$401,721-$1,038,666
Insurance$198,083$361,109-$559,192
Payroll Taxes$318,982$236,613-$555,595
Information Technology$106,157$377,302-$483,459
Office Expenses$212,558$119,926-$332,484
Fees for Services Lobbying-$242,537-$242,537
Advertising$82,302$138,445-$220,747
Fees for Services Accounting-$195,545-$195,545
Travel$91,671$74,049-$165,720
Fees for Services Management-$2,975-$2,975
Conferences and Meetings$-298,513$53,837-$-244,676
Total Functional Expenses$133,634,647$16,216,092$0$149,850,739

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$149,850,739
Expenses per Audited Statements$136,160,587
Total Expenses per Audited Statements$136,160,587
Expenses Not Reported on Financial Statements$13,690,152
Other Expense Adjustments$13,690,152
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
39-6006492-115SEE PROGRAM SERVICE ACCOMPLISHMENTS; FORM 990, PART III, LINE 4A$57,967,693
20-8325570-501(c)(3)SEE PROGRAM SERVICE ACCOMPLISHMENTS; FORM 990, PART III, LINE 4B$31,212,879
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
Yes
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Broker$286,727,228
Securities Lending Cash Collateral Obligation$52,651,446
Royalties Payable$2,552,179

Bond Issues

BondIssuerIssuedIssue PricePurpose
A39-60069682009-12-17$161,453,470For constructing a research facility located on the campus of uw-madison

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$161,453,470$7,378,093$8,697,767$2,531,768

Bond Financing Compliance

No rebate due
No
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
Yes
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 B, Line 11

“The form 990 is initially reviewed and approved by the cfo, controller and other members of the management team. An electronic copy of the final version of the form 990 is subsequently provided to the board of trustees for review prior to filing.”

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

“The warf managing director requires that the trustees review the conflict of interest policy and complete a conflict of interest questionnaire annually. Warf reviews conflict matters as disclosed through the annual disclosure and on a rolling basis and considers them in the matter proscribed in its conflict policy. A conflict of interest committee of the board of trustees also meets as appropriate to consider conflict situations. All warf employees sign a conflict of interest agreement. The agreement requirements are reviewed annually at an employee meeting.”

Form 990, Part VI, Section B, Line 15

“A) warf retains a national independent human resources consulting firm specializing in compensation activities to review compensation for the managing director and senior management of the organization. The consultant is retained by and reports to the chair of the salary and fringe benefit committee and to the trustee president. B) every other year the consultant provides comparative compensation data to the trustee president and the salary and fringe benefits committee. C) the trustee president reviews a written summary of executive accomplishments for the fiscal year. This information is shared with the salary and fringe benefits committee and with the board's executive committee. D) in late august or early september the salary and fringe benefits committee holds a teleconference to discuss the general direction and scope/range of executive compensation. The outside consultant participates in the discussion. E) in mid-september the board president and the chair of the salary and fringe benefit committee discuss the executive evaluation and determine the compensation adjustment. F) the salary and fringe benefits committee reviews the recommendation in (e) above and approves final compensation adjustments. G) the chairman of the salary and fringe benefits committee reviews the compensation adjustments with the full board at the fall trustee meeting. H) the outside consultant provides a letter to the chair of the salary and fringe benefit committee describing the consultant's role in establishing the rebuttable presumption of reasonableness standard under the intermediate sanctions regulations and how the consultant provided the analysis to determine the reasonableness of the executive compensation package every other year.”

Form 990, Part VI, Section C, Line 19

“These documents are not made available.”

Filing and Contact Details

Filer

EIN
39-0833612
Phone
6082632825

Signing Officer

Name
Steven Mixtacki
Title
CFO/COO
Phone
6082632825
Signed
2014-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Steven Mixtacki
Formed
1925
Legal Domicile
Wi
Voting Board Members
16
Independent Board Members
15
Employees
130
Volunteers
296

Preparer

Preparer
James G Graham
Phone
6088333361
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 3

“The wysys technology foundation was no longer a part of wisconsin alumni research foundation as of june 2013. The wisys technology foundation was established in march 2000 to provide technology transfer service for the university of wisconsin campuses excluding the university of wisconsin-madison and the university of wisconsin-milwaukee. The mission of wisys is to provide protection for technology through patents or other methods, for the uw system faculty's discoveries and to negotiate license agreements that enable industry to commercialize inventions from uw systems' institutions.”

FORM 990, PART XI, LINE 9:

“Equity gain in subsidiaries 18,357,476. Appreciation in donor directed funds 39,966,735. Change in minimum pension obligation 122,736. Transfer from unrestricted to board degignated funds -2,500,000. Other changes -3,792.”

FORM 990, PART XII, LINE 2C:

“The process did not change from prior year.”

FORM 8621: FILING 8621 ON BEHALF OF WISCONSIN ALUMNI RESEARCH ORGANIZATION

“Wisconsin alumni research foundation owns a stake in the following partnerships which have indirect investments in passive foreign investment companies (pfics), and have filed form 8621 on behalf of wisconsin alumni research foundation: charterhouse capital partners vii lp no 2.1 pinebridge global emerging markets partners, llc siguler guff bric opportunities fund, lp siguler guff bric opportunities fund ii, lp”

FORM 8886: DISCLOSURE OF REPORTABLE TRANSACTIONS

“The following investments of wisconsin alumni research foundation have filed form 8886 disclosing reportable transactions. As a limited partner in these investments, wisconsin alumni research foundation's allocable share from the respective passthrough entities does not exceed the threshold amounts. Therefore, wisconsin alumni research foundation has not participated in a loss transaction reportable on form 8886: commonfund capital international partners v, lp oak hill capital partners ii (cayman) lp”

Financial Statement Notes

PART X, LINE 2:

“The foundation, wicell, properties, and morgridge have been granted an exemption from federal income tax under section 501(c)(3) of the internal revenue code. Under this exemption, income tax is paid only on net unrelated business income. The organizations are also exempt from wisconsin income and real estate tax. The organization follows the guidance relative to accounting for uncertainty in income taxes, which addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the financial statements. Under this guidance, the organization may recognize the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by taxing authorities, based on the technical merits of the position. Examples of tax positions include the tax-exempt status of the organization and various positions related to the potential sources of unrelated business taxable income (ubit). Any tax benefits recognized in the financial statements from such a position are measured based on the largest benefit that has a greater than 50 percent likelihood of being realized upon ultimate settlement. The organization files forms 990 in the u.s. Federal jurisdiction and the state of wisconsin. With few exceptions, the organization is no longer subject to examination by the internal revenue service for years before fiscal year 2011.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Shared royalties netted against income in audit 8,471,878. Ubit revenue recorded in expenses in audit 136,622. Reimbursed expenses from affiliate netted against expenses in audit 5,081,652.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Shared royalties netted against expenses in audit 8,471,878. Ubit revenue recorded in expenses in audit 136,622. Reimbursed expenses from affiliate netted against expenses in audit 5,081,652.”

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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/Desc0DIRECT FISCAL 2013-2014 GRANTS OF $57,967,693 WERE MADE TO THE UNIVERSITY OF WISCONSIN - MADISON. THE GRANTS PROVIDED THE UNIVERSITY THE FLEXIBILITY TO CREATE COMPETITIVE PACKAGES TO RECRUIT OR RETAIN 128 PROFESSORS AND HELP FUND PROGRAMS TO RECRUIT AND RETAIN TOP QUALITY GRADUATE STUDENTS. THROUGH THE FALL RESEARCH COMPETITION, THE FOUNDATION FUNDED 309 AWARDS AIMED AT SUPPORTING JUNIOR FACULTY AS THEY BUILD THEIR RESEARCH PROGRAMS. THE FOUNDATION ALSO MATCHED 257 GRANTS, WHICH ALLOWED THE UNIVERSITY TO APPLY FOR AND ACCEPT EXTERNAL RESEARCH SUPPORT REQUIRED A MATCH FROM THE INSTITUTION. THE DIRECT GRANTS ALSO SUPPORTED 9 NAMED PROFESSORSHIPS, 12 NEW KELLETT MID-CAREER FELLOWSHIPS AND 11 NEW ROMNES FACULTY FELLOWSHIPS. IN ADDITION, 145 WARF GRADUATE FELLOWSHIPS WERE WHOLLY OR PARTIALLY FUNDED BY THE FOUNDATION. THROUGH THE ENDOWMENT FOR EXCELLENCE, THE FOUNDATION FUNDED 45 INTERDISCIPLINARY FACULTY MEMBERS IN THE FOLLOWING AREAS; AGRONOMY, ANATOMY, ASTRONOMY, BACTERIOLOGY, BIOMEDICAL ENGINEERING, BIOCHEMISTRY, BIOMOLECULAR CHEMISTRY, BOTANY/STATISTICS, CHEMISTRY, COMPARATIVE BIOSCIENCES, COMPUTER SCIENCE, COMMUNICATIVE DISORDERS, ENTOMOLOGY, ELECTRICAL & COMPUTER ENGINEERING, ENGINEERING PHYSICS, GENERA AND WOMEN'S STUDIES, GENETICS, MATERIAL SCIENCE AND ENGINEERING, MATH/ECE, MATHEMATICS, MATERIAL SCIENCE, MECHANICAL ENGINEERING, MED MICRO & IMMUNOLOGY, PHARMACY, PHARMACOLOGY, PHYSICS, PLANT PATHOLOGY, PSYCHOLOGY, PHYSIOLOGY, RADIOLOGY, AND URBAN & REGIONAL PLANNING.THE PATENT AND LICENSING FUNCTION PRODUCED THE FOLLOWING RESULTS DURING THE YEAR: THE UNIVERSITY OF MADISON DISCLOSED 417 INVENTIONS TO THE WISCONSIN ALUMNI RESEARCH FOUNDATION. THE FOUNDATION FILED 221 U.S. PATENT APPLICATIONS AND 170 FOREIGN PATENT APPLICATIONS ON BEHALF OF THE UNIVERSITY OF WISCONSIN. DURING THE 2013-2014 FISCAL YEAR 164 U.S. PATENTS AND 109 FOREIGN PATENTS WERE GRANTED TO THE FOUNDATION BY THE RESPECTIVE PATENT OFFICES.UNDER FEDERAL LAW (I.E. THE BAYH DOLE ACT) UNIVERSITIES OR THEIR 501(C)(3) PATENT MANAGEMENT ORGANIZATIONS HAVE THE RIGHT TO TAKE TITLE TO INVENTIONS MADE IN THE COURSE OF UNIVERSITY RESEARCH FUNDED IN WHOLE OR IN PART BY AN AGENCY OF THE FEDERAL GOVERNMENT. THE UNIVERSITY OF WISCONSIN - MADISON HAS DELEGATED THIS RIGHT TO WARF. WARF IS THE DESIGNATED PATENT MANAGEMENT ORGANIZATION FOR THE UNIVERSITY OF WISCONSIN- MADISON AND IN THAT ROLE WARF EXERCISES THE UNIVERSITY'S RIGHTS AND OBLIGATIONS UNDER THE BAYH DOLE ACT. DURING THE 2013-2014 FISCAL YEAR, 63 LICENSES AND OPTIONS AGREEMENTS AND 2 EQUITY AGREEMENTS WERE CONCLUDED WITH INDUSTRIAL FIRMS.
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Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,224,253,090
Liabilities
$747,367,198
Net assets
$2,476,885,892
Revenue
$341,965,058
Expenses
$149,850,739
Net income
$192,114,319
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3,432$1,037$2,395$189$220$30.6
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3,311$969$2,342$141$156$15.0
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$3,185$932$2,253$21.6$155$177
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3,182$917$2,265$91.8$153$244
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$3,653$994$2,659$574$251$323
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3,168$950$2,217$255$152$103
2019Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$3,031$794$2,236$33.0$177$144
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3,067$833$2,234$264$404$140
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2,968$457$2,511$168$142$25.6
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2,933$490$2,443$76.9$180$103
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3,204$705$2,499$306$163$144
2014Detailed filing. Detailed filing data is available for this year.$3,224$747$2,477$342$150$192
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$2,665$464$2,200$246$157$88.7
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2,587$464$2,122$110
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2,516$482$2,035$119
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