Civic Intelligence

Wisconsin Alumni Research Foundation

990 • Fiscal year 2015 • EIN 39-0833612

Jul 01, 2014 to Jun 30, 2015 • Filed on Sep 25, 2015

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

29th percentile

0.22x

Higher debt load relative to assets than 29% of similar nonprofits.

2015 filings • 501(c)3 • $1B+ nonprofits • Source year 2015

Liabilities / Revenue

85th percentile

2.30x

Higher debt load relative to revenue than 85% of similar nonprofits.

2015 filings • 501(c)3 • $1B+ nonprofits • Source year 2015

Net Margin

94th percentile

47%

Higher net margin than 94% of similar nonprofits.

2015 filings • 501(c)3 • $1B+ nonprofits • Source year 2015

Top Officer Pay

28th percentile

$1,004,108

Higher top officer pay than 28% of similar nonprofits.

Top officer pay equals 0.3% of source-year revenue.

2015 filings • 501(c)3 • $1B+ nonprofits • Source year 2015

Asset Growth

22nd percentile

-0.6%

Faster asset growth than 22% of similar nonprofits.

2015 filings • 501(c)3 • $1B+ nonprofits • Annualized from 2014 to 2015

Revenue Growth

10th percentile

-10%

Faster revenue growth than 10% of similar nonprofits.

2015 filings • 501(c)3 • $1B+ nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets29th percentile

Assets

Down

$3,204,149,420

Down $20,103,670 (-0.6%) from 2014

Net Assets

Up

$2,499,312,527

Up $22,426,635 (+0.9%) from 2014

Liabilities

Down

$704,836,893

Down $42,530,305 (-5.7%) from 2014

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin94th percentile

Revenue

Down

$306,191,101

Down $35,773,957 (-10%) from 2014

Expenses

Up

$162,650,492

Up $12,799,753 (+8.5%) from 2014

Net Income

Down

$143,540,609

Down $48,573,710 (-25%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth22nd 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

2015

Assets$3,204,149,420
Liabilities$704,836,893
Net Assets$2,499,312,527
Open 2015 Filing

Operations Trend

Revenue Growth10th 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

2015

Revenue$306,191,101
Expenses$162,650,492
Net Income$143,540,609
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Sep 25, 2015
Return Version
2014v5.0
Gross Receipts
$306,191,101
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.we 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$2,642,430,450$2,671,440,452▲ $29,010,002
Investments in Publicly Traded Securities$258,195,554$242,560,218▼ $15,635,336
Land, Buildings, and Equipment, Net$159,193,774$153,401,348▼ $5,792,426
Investments Program Related$35,293,138$42,045,044▲ $6,751,906
Cash and Non-Interest-Bearing Accounts$11,701,583$19,579,115▲ $7,877,532
Savings and Temporary Cash Investments$7,328,897$4,778,117▼ $2,550,780
Accounts Receivable$243,341$398,790▲ $155,449
Prepaid Expenses and Deferred Charges$760,672$323,054▼ $437,618
Total Assets$3,224,253,090$3,204,149,420▼ $20,103,670
Other Assets Total$109,105,681$69,623,282▼ $39,482,399
Liabilities
Other Liabilities$341,930,853$281,294,809▼ $60,636,044
Grants Payable$243,602,400$259,618,118▲ $16,015,718
Tax Exempt Bond Liabilities$152,755,703$149,297,804▼ $3,457,899
Accounts Payable and Accrued Expenses$9,050,080$14,598,000▲ $5,547,920
Deferred Revenue$28,162$28,162→ $0
Total Liabilities$747,367,198$704,836,893▼ $42,530,305
Net Assets / Fund Balance
Unrestricted Net Assets$2,298,509,892$2,317,233,527▲ $18,723,635
Temporarily Rstr Net Assets$178,376,000$182,079,000▲ $3,703,000
Total Net Assets Fund Balance$2,476,885,892$2,499,312,527▲ $22,426,635
Total Liabilities and Net Assets / Fund Balance$3,224,253,090$3,204,149,420▼ $20,103,670

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$126,168,892$16,163,673$142,332,565
Equipment$11,790,980$12,509,112$24,300,092
Land$15,340,740-$15,340,740
Leasehold Improvements$100,736$869,875$970,611
Other Securities$22,473,366--
Compensation and Service Providers
Top Officer Pay28th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Carrie ThomeDirector of InvestmentsFT$485,588$518,520$1,004,108
Carl E GulbrandsenTrustee/managing DirectorPT$528,805$230,484$759,289
Alain HungAssoc Director of InvestmentsFT$320,828$347,452$668,280
Leigh CaganChief Technology Commercialization OfficerFT$337,434$159,934$497,368
Leigh CaganChief Technology Commercialization O-$267,928$229,440$497,368
Steve MixtackiChief Financial Officer/COOFT$297,571$198,456$496,027
Michael FalkGeneral Counsel/chief of SFT$282,525$178,113$460,638
Stephanie AdamanyAssoc General CounselFT$183,166$112,747$295,913
Craig HeimAssistant Portfolio ManageFT$140,798$149,631$290,429
Laura HeislerDirector of ProgrammingFT$152,365$119,698$272,063
Ryan AbramsAssistant Portfolio ManageFT$139,536$109,648$249,184
Patricia LiptonTrustee/secretary-$20,000$20,000$40,000
Thomas F PyleTrustee/treasurer-$20,000$16,000$36,000
Carol N SkornickaTrustee-$15,000$20,000$35,000
John RoweTrustee-$20,000$15,000$35,000
James BerbeeVice Chair/trustee-$15,000$10,000$25,000
Keith R LoboTrustee-$22,000-$22,000
Joan E SperoTrustee-$20,000-$20,000
Peter P TongTrustee/chairPT$16,750-$16,750
Doris MeissnerTrustee-$15,000-$15,000
Gordon F BrunnerTrustee-$10,262$500$10,762
Norman BobinsTrustee-$10,000-$10,000
Rebecca BlankTrustee-$10,000-$10,000
Jeffrey C SprecherTrustee-$5,000-$5,000

Board Members and Trustees

NameTitle
John P MorgridgeTrustee
Sargent WinslowTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Irell & Manella LLPLegal Services1800 AVENUE OF THE STARS SUITE 900, Los Angeles, CA 90067, Je$3,147,962
Quarles & Brady LLPLegal Services33 E MAIN ST SUITE 900, Madison, WI 53703$2,151,216
CPA Global LtdPatent Legal/annuity Service1201 THIRD AVENUE 40TH FLOOR, Seattle, WA 98101$1,595,553
Perkins CoieLegal ServicesPO BOX 1450, Alexandria, VA 22313$1,035,867
United States Patent And Trademark OfficPatent Services-$820,000
Revenue and Support

Revenue Composition

Contributions and Grants
$357,737
Program Service Revenue
$38,069,760
Investment Income
$261,839,172
Other Revenue
$5,924,432
All Other Contributions
$357,737
Change in Net Assets
$143,540,609

Audited Revenue Reconciliation

Revenue per Audited Statements
$293,767,581
Revenue Not Reported on Financial Statements
$12,423,520
Revenue Not Reported on Form 990
$-139,403,581
Other Revenue Adjustments
$12,423,520
Total Revenue per Audited Statements
$154,364,000
Total Revenue per Form 990
$306,191,101
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$80,735,409
Other Expenses$66,386,109
Salaries, Compensation, and Employee Benefits$15,528,974
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$80,735,409--$80,735,409
Fees for Services Legal$18,268,168--$18,268,168
Fees for Service Investment Mgmnt Fees-$11,476,334-$11,476,334
Royalties$7,711,234--$7,711,234
Other Salaries and Wages$4,279,921$2,408,283-$6,688,204
Interest$6,446,216$50,694-$6,496,910
Depreciation Depletion$5,733,756$86,907-$5,820,663
Current Officers, Directors, Trustees, and Key Employees$1,717,927$3,971,553-$5,689,480
Occupancy$2,103,181$388,088-$2,491,269
Other Expenses$1,774,959--$1,774,959
All Other Expenses$1,083,440$537,166-$1,620,606
Pension Plan Contributions$1,076,709$524,185-$1,600,894
Other Employee Benefits$744,145$380,112-$1,124,257
Information Technology$138,846$546,333-$685,179
Fees for Services Other$388,709$83,841-$472,550
Payroll Taxes$292,126$134,013-$426,139
Insurance$194,913$206,569-$401,482
Office Expenses$110,104$137,551-$247,655
Fees for Services Lobbying-$240,445-$240,445
Travel$101,543$80,898-$182,441
Fees for Services Accounting-$135,700-$135,700
Conferences and Meetings$77,572$39,823-$117,395
Advertising$48,159$48,921-$97,080
Fees for Services Management-$36,555-$36,555
Total Functional Expenses$141,136,521$21,513,971$0$162,650,492

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$162,650,492
Expenses per Audited Statements$150,006,000
Total Expenses per Audited Statements$150,006,000
Expenses Not Reported on Financial Statements$12,644,492
Other Expense Adjustments$12,644,492
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University of Wisconsin - MadisonMadison, WI115SEE PROGRAM SERVICE ACCOMPLISHMENTS; FORM 990, PART III, LINE 4A$59,962,884
Morgridge Institute for ResearchMadison, WI501(c)(3)SEE PROGRAM SERVICE ACCOMPLISHMENTS; FORM 990, PART III, LINE 4B$20,772,525
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$226,615,946
Securities Lending Cash Collateral Obligation$49,150,539
Royalties Payable$4,559,878
Accrued Pension Fund$968,446

Bond Issues

BondIssuerIssuedIssue PricePurpose
ACommunity Development Authority - City of Madison2009-12-17$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$12,155,666$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 every other year. 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

Filer Name
Wisconsin Alumni Research Foundation
EIN
39-0833612
Phone
6082632825
Address
614 WALNUT STREET 13TH FLOOR, MADISON, WI 53726

Signing Officer

Name
Steven Mixtacki
Title
CFO/COO
Phone
6082632825
Signed
2015-09-25
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
123
Volunteers
370

Preparer

Firm
Mcgladrey Llp
Address
8040 EXCELSIOR DR STE 300, MADISON, WI 53717
Preparer
James G Graham
Phone
6088333361
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Equity gain in subsidiaries 6,751,902. Appreciation in donor directed funds 11,753,116. Change in minimum pension obligation -454,897. Other changes 239,486.”

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: pinebridge global emerging markets partners, llc siguler guff bric opportunities fund, lp siguler guff bric opportunities fund ii, lp versant venture capital v, l.p.”

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.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Shared royalties netted against income in audit 7,711,234. Ubit revenue recorded in expenses in audit 95,563. Reimbursed expenses from affiliate netted against expenses in audit 4,380,213. Other revenue 236,510.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Shared royalties netted against expenses in audit 7,711,234. Ubit revenue recorded in expenses in audit 95,563. Reimbursed expenses from affiliate netted against expenses in audit 4,380,213. Other deduction 457,482.”

Raw XML AppendixShowing 400 of 1,074 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/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1QUARLES & BRADY LLP
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IRS990/Desc01) DIRECT FISCAL 2014-2015 GRANTS OF $59,962,884 WERE MADE TO THE UNIVERSITY OF WISCONSIN - MADISON. THE GRANTS PROVIDED THE UNIVERSITY THE FLEXIBILITY TO CREATE COMPETITIVE PACKAGES TO RECRUIT OR RETAIN 127 PROFESSORS AND HELP FUND PROGRAMS TO RECRUIT AND RETAIN TOP QUALITY GRADUATE STUDENTS. THROUGH THE FALL RESEARCH COMPETITION, THE FOUNDATION FUNDED 290 AWARDS AIMED AT SUPPORTING JUNIOR FACULTY AS THEY BUILD THEIR RESEARCH PROGRAMS. THE FOUNDATION ALSO MATCHED 75 GRANTS, WHICH ALLOWED THE UNIVERSITY TO APPLY FOR AND ACCEPT EXTERNAL RESEARCH SUPPORT REQUIRED A MATCH FROM THE INSTITUTION. THE DIRECT GRANTS ALSO SUPPORTED 8 NAMED PROFESSORSHIPS, 8 NEW KELLETT MID-CAREER FELLOWSHIPS AND 8 NEW ROMNES FACULTY FELLOWSHIPS. IN ADDITION, 131 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 386 INVENTIONS TO THE WISCONSIN ALUMNI RESEARCH FOUNDATION. THE FOUNDATION FILED 248 U.S. PATENT APPLICATIONS AND 215 FOREIGN PATENT APPLICATIONS ON BEHALF OF THE UNIVERSITY OF WISCONSIN. DURING THE 2014-2015 FISCAL YEAR 160 U.S. PATENTS AND 161 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 2014-2015 FISCAL YEAR, 70 NEW COMMERCIAL LICENSES OR OPTIONS AND 1 EQUITY AGREEMENT WERE CLOSED.
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Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,204,149,420
Liabilities
$704,836,893
Net assets
$2,499,312,527
Revenue
$306,191,101
Expenses
$162,650,492
Net income
$143,540,609
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
2015Detailed filing. Detailed filing data is available for this year.$3,204$705$2,499$306$163$144
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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
Peer Organizations

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