Civic Intelligence

Wisconsin Alumni Research Foundation

990 • Fiscal year 2017 • EIN 39-0833612

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 07, 2017

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

22nd percentile

0.15x

Higher debt load relative to assets than 22% of similar nonprofits.

2017 filings • 501(c)3 • $1B+ nonprofits • Source year 2017

Liabilities / Revenue

87th percentile

2.72x

Higher debt load relative to revenue than 87% of similar nonprofits.

2017 filings • 501(c)3 • $1B+ nonprofits • Source year 2017

Net Margin

75th percentile

15%

Higher net margin than 75% of similar nonprofits.

2017 filings • 501(c)3 • $1B+ nonprofits • Source year 2017

Top Officer Pay

32nd percentile

$1,176,210

Higher top officer pay than 32% of similar nonprofits.

Top officer pay equals 0.7% of source-year revenue.

2017 filings • 501(c)3 • $1B+ nonprofits • Source year 2017

Asset Growth

16th percentile

1.2%

Faster asset growth than 16% of similar nonprofits.

2017 filings • 501(c)3 • $1B+ nonprofits • Annualized from 2016 to 2017

Revenue Growth

97th percentile

118%

Faster revenue growth than 97% of similar nonprofits.

2017 filings • 501(c)3 • $1B+ nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Up

$2,968,285,167

Up $34,836,408 (+1.2%) from 2016

Net Assets

Up

$2,511,198,000

Up $67,785,401 (+2.8%) from 2016

Liabilities

Down

$457,087,167

Down $32,948,993 (-6.7%) from 2016

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin75th percentile

Revenue

Up

$168,067,255

Up $91,131,113 (+118%) from 2016

Expenses

Down

$142,470,561

Down $37,270,949 (-21%) from 2016

Net Income

Up

$25,596,694

Up $128,402,062 (+125%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth16th 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

2017

Assets$2,968,285,167
Liabilities$457,087,167
Net Assets$2,511,198,000
Open 2017 Filing

Operations Trend

Revenue Growth97th 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

2017

Revenue$168,067,255
Expenses$142,470,561
Net Income$25,596,694
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 7, 2017
Return Version
2016v3.0
Gross Receipts
$168,067,255
Mission and Program Overview

Mission

SEE PART I, LINE 1

Enable university of wisconsin-madison research to solve the world's problems.to support scientific research within the uw-madison community by providing financial support, actively managing assets, and moving innovations to the marketplace for a financial return and global impact.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$2,694,052,501$2,703,893,159▲ $9,840,658
Land, Buildings, and Equipment, Net$147,613,320$141,842,954▼ $5,770,366
Investments Program Related$48,169,852$53,344,098▲ $5,174,246
Cash and Non-Interest-Bearing Accounts$3,147,960$4,396,027▲ $1,248,067
Savings and Temporary Cash Investments$6,631,750$619,825▼ $6,011,925
Investments in Publicly Traded Securities$727,654$407,502▼ $320,152
Accounts Receivable$257,100$165,145▼ $91,955
Prepaid Expenses and Deferred Charges$142,070$82,816▼ $59,254
Total Assets$2,933,448,759$2,968,285,167▲ $34,836,408
Other Assets Total$32,706,552$63,533,641▲ $30,827,089
Liabilities
Grants Payable$287,238,310$256,204,120▼ $31,034,190
Tax Exempt Bond Liabilities$144,044,920$140,431,488▼ $3,613,432
Other Liabilities$47,450,320$47,763,218▲ $312,898
Accounts Payable and Accrued Expenses$11,274,450$12,660,179▲ $1,385,729
Deferred Revenue$28,160$28,162▲ $2
Total Liabilities$490,036,160$457,087,167▼ $32,948,993
Net Assets / Fund Balance
Unrestricted Net Assets$2,261,518,599$2,309,530,000▲ $48,011,401
Temporarily Rstr Net Assets$181,894,000$201,668,000▲ $19,774,000
Total Net Assets Fund Balance$2,443,412,599$2,511,198,000▲ $67,785,401
Total Liabilities and Net Assets / Fund Balance$2,933,448,759$2,968,285,167▲ $34,836,408

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$119,005,573$23,326,977$142,332,550
Equipment$7,448,172$16,865,288$24,313,460
Land$15,340,740-$15,340,740
Leasehold Improvements$48,469$922,141$970,610
Other Securities$28,083,906--
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Carrie ThomeChief Investment OfficerFT$519,577$656,633$1,176,210
Carl E GulbrandsenTrustee/managing DirectorPT$344,517$491,147$835,664
Steve MixtackiCFO/COOFT$298,325$532,108$830,433
Alain HungAssoc Director of InvestmentsFT$339,064$416,498$755,562
Michael FalkGeneral Counsel/COOFT$301,316$292,957$594,273
Leigh CaganChief Technology CommerciaFT$284,463$255,795$540,258
Stephanie AdamanyDeputy General CounselFT$203,737$182,695$386,432
Craig HeimPortfolio ManagerFT$155,210$228,154$383,364
Laura HeislerDirector of ProgrammingFT$161,846$187,814$349,660
Ryan AbramsPortfolio ManagerFT$163,548$162,166$325,714
Erik IversonTrustee/managing DirectorFT$242,127$22,905$265,032
Alyssa ThoenyInterim CFO/controllerFT$157,541$83,925$241,466
Patricia LiptonTrustee/secretary-$41,000$15,000$56,000
James BerbeeTrustee/vice Chair-$36,000$16,500$52,500
Peter P TongTrustee/chairPT$47,000$5,000$52,000
Carol N SkornickaTrustee-$35,500$15,000$50,500
Thomas F PyleTrustee-$26,750$15,500$42,250
Joan E SperoTrustee-$36,000-$36,000
Gordon F BrunnerTrustee-$33,000$1,000$34,000
Jeffrey C SprecherTrustee-$33,000-$33,000
Winslow SargeantTrustee-$28,000$5,000$33,000
Norman BobinsTrustee/treasurer-$28,000-$28,000
Doris MeissnerTrustee-$28,000-$28,000
Keith R LoboTrustee-$28,000-$28,000
Rebecca BlankTrustee-$28,000-$28,000
David SmukowskiTrustee-$26,000-$26,000

Board Members and Trustees

NameTitle
John P MorgridgeTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Irell & Manella LLPLegal Services1800 AVENUE OF THE STARS SUITE 900, Los Angeles, CA 90067, Je$2,206,644
Quarles & Brady LLPLegal Services33 E MAIN ST SUITE 900, Madison, WI 53703$1,961,626
CPA Global LtdPatent Legal/annuity ServiceDEPT 6059, Washington, DC 20042$1,445,866
Finnegan Henderson FarabowLegal Services940 N PLANKINTON AVE, Milwaukee, WI 53203$1,022,842
Boyle FredericksonLegal Services-$944,737
Revenue and Support

Revenue Composition

Contributions and Grants
$15,767,702
Program Service Revenue
$17,778,383
Investment Income
$128,785,320
Other Revenue
$5,735,850
All Other Contributions
$15,767,702
Change in Net Assets
$25,596,694

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded500,000$15,369,615Fair Market Value (FMV)
Total Noncash Contributions500,000$15,369,615-

Audited Revenue Reconciliation

Revenue per Audited Statements
$159,872,098
Revenue Not Reported on Financial Statements
$8,195,157
Revenue Not Reported on Form 990
$34,228,903
Other Revenue Adjustments
$8,195,157
Total Revenue per Audited Statements
$194,101,001
Total Revenue per Form 990
$168,067,255
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$85,504,036
Other Expenses$41,150,346
Salaries, Compensation, and Employee Benefits$15,816,179
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$85,504,036--$85,504,036
Current Officers, Directors, Trustees, and Key Employees$2,309,552$5,672,842-$7,982,394
Fees for Service Investment Mgmnt Fees-$6,914,994-$6,914,994
Other Salaries and Wages$4,400,424$2,027,796-$6,428,220
Interest$6,155,181$102,302-$6,257,483
Depreciation Depletion$5,730,197$40,160-$5,770,357
Royalties$4,084,609--$4,084,609
Occupancy$1,738,542$420,738-$2,159,280
All Other Expenses$1,445,708$517,490-$1,963,198
Other Expenses$1,491,446--$1,491,446
Fees for Services Legal$1,238,818--$1,238,818
Other Employee Benefits$622,658$384,851-$1,007,509
Fees for Services Other$519,954$216,189-$736,143
Information Technology$57,540$367,535-$425,075
Insurance$204,075$197,439-$401,514
Payroll Taxes$278,389$119,667-$398,056
Office Expenses$113,346$112,804-$226,150
Travel$108,911$89,067-$197,978
Fees for Services Accounting-$169,695-$169,695
Fees for Services Lobbying-$165,504-$165,504
Advertising$67,274$80,932-$148,206
Conferences and Meetings$121,233$23,700-$144,933
Fees for Services Management-$102,485-$102,485
Total Functional Expenses$124,744,371$17,726,190$0$142,470,561

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$142,470,561
Expenses per Audited Statements$134,260,370
Total Expenses per Audited Statements$134,260,370
Expenses Not Reported on Financial Statements$8,210,191
Other Expense Adjustments$8,210,191
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$62,212,344
Morgridge Institute for ResearchMadison, WI501(c)(3)SEE PROGRAM SERVICE ACCOMPLISHMENTS; FORM 990, PART III, LINE 4B$23,291,692
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Simple Machines IncKeith Lobo Was a Common Board Member of Both Warf and Simple Machines, Inc.Investment in Preferred Stock of the Company.No$1,000,000
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Derivative Contract Liabilities$18,272,000
Due to Broker$14,655,694
Accrued Pension Fund$9,742,737
Royalties Payable$5,092,787

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$21,021,982$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 11B

“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 compensation committee. B) every third year the consultant provides comparative compensation data to the compensation committee. C) the chair of the compensation committee and board president reviews a written summary of executive accomplishments for the fiscal year. This information is shared with the compensation committee and with the board's executive committee. D) in late april or early may the compensation committee holds a teleconference to discuss the general direction and scope/range of executive compensation. The outside consultant participates in the discussion every third year. E) in may the board president and the chair of the compensation committee discuss the executive evaluation and determine the compensation adjustment. F) the compensation committee reviews the recommendation in (e) above and approves final compensation adjustments. G) the chair of the compensation committee reviews the compensation adjustments with the full board at the spring trustee meeting. H) the outside consultant provides a letter to the chair of the compensation 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 third 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
Alyssa Thoeny
Title
Interim CFO/controller
Phone
6082632825
Signed
2017-11-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Alyssa Thoeny
Formed
1925
Legal Domicile
Wi
Voting Board Members
17
Independent Board Members
15
Employees
140
Volunteers
502

Preparer

Firm
Rsm US Llp
Address
8020 EXCELSIOR DR STE 100, MADISON, WI 53717
Preparer
James G Graham
Phone
6088333361
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Equity gain in subsidiaries 5,174,246. Change in minimum pension obligation 2,787,158. Rounding -1,600.”

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: siguler guff bric opportunities fund ii, lp siguler guff bric opportunities fund, lp pinebridge global emerging markets fund, llc”

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: grotech partners vi, lp”

Financial Statement Notes

PART X, LINE 2:

“The foundation, wicell, morgridge, and properties 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 4,084,609. Ubit revenue recorded in expenses in audit 67,692. Reimbursed expenses from affiliate netted against expenses in audit 4,042,856.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Shared royalties netted against expenses in audit 4,084,609. Ubit revenue recorded in expenses in audit 67,692. Reimbursed expenses from affiliate netted against expenses in audit 4,042,856. Pension plan obligation 15,034.”

Raw XML AppendixShowing 400 of 1,132 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/Desc01) DIRECT FISCAL 2016-2017 GRANTS OF $62,212,344 WERE MADE TO THE UNIVERSITY OF WISCONSIN - MADISON. THE GRANTS PROVIDED THE UNIVERSITY THE FINANCIAL FLEXIBILITY TO CREATE 143 COMPETITIVE RECRUITMENT PACKAGES TO ATTRACT WORLD-CLASS FACULTY MEMBERS TO JOIN UW-MADISON, AND RETAIN CURRENT FACULTY WHO RECEIVE OUTSIDE OFFERS. THE FOUNDATION SPONSORED GRADUATE STUDENT SUPPORT HELPED RECRUIT AND RETAIN 5,750 TOP QUALITY GRADUATE STUDENTS. THROUGH THE FALL RESEARCH COMPETITION, THE FOUNDATION FUNDED 294 AWARDS AIMED AT SUPPORTING JUNIOR FACULTY AS THEY BUILD THEIR RESEARCH PROGRAMS AND PILOT STUDIES FOR EXTERNAL GRANT APPLICATIONS. THE FOUNDATION ALSO MATCHED 82 GRANTS, WHICH ALLOWED THE UNIVERSITY TO APPLY FOR AND ACCEPT EXTRAMURAL GRANT OPPORTUNITIES THAT REQUIRED A MATCH FROM THE INSTITUTION. THE DIRECT GRANTS ALSO SUPPORTED 6 NAMED PROFESSORSHIPS, 10 NEW KELLETT MID-CAREER FELLOWSHIPS AND 12 NEW ROMNES FACULTY FELLOWSHIPS. THROUGH THE ENDOWMENT FOR EXCELLENCE, THE FOUNDATION FUNDED 37 INTERDISCIPLINARY FACULTY MEMBERS IN THE FOLLOWING AREAS; AGRONOMY, ASTRONOMY, BACTERIOLOGY, BIOMEDICAL ENGINEERING, BIOCHEMISTRY, BIOMOLECULAR CHEMISTRY, BOTANY/STATISTICS, CHEMISTRY, COMPARATIVE BIOSCIENCES, COMPUTER SCIENCE, ENTOMOLOGY, ELECTRICAL & COMPUTER ENGINEERING, ENGINEERING PHYSICS, GENDER AND WOMEN'S STUDIES, GENETICS AND NEUROLOGY, MATERIAL SCIENCE AND ENGINEERING, MATH/ECE, MATHEMATICS, MATERIAL SCIENCE, MECHANICAL ENGINEERING, NEUROSCIENCE, NEUROSCIENCE AND NEUROLOGY, PHARMACY, PHYSICS, PLANT PATHOLOGY, PSYCHOLOGY, RADIOLOGY, AND URBAN & REGIONAL PLANNING. THE PATENT AND LICENSING FUNCTION PRODUCED THE FOLLOWING RESULTS DURING THE YEAR: THE UNIVERSITY OF MADISON DISCLOSED 382 INVENTIONS TO THE WISCONSIN ALUMNI RESEARCH FOUNDATION. THE FOUNDATION FILED 269 U.S. PATENT APPLICATIONS AND 263 FOREIGN PATENT APPLICATIONS ON BEHALF OF THE UNIVERSITY OF WISCONSIN. DURING THE 2016-2017 FISCAL YEAR 190 U.S. PATENTS AND 123 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 2016-2017 FISCAL YEAR, 74 NEW COMMERCIAL LICENSES OR OPTIONS AND 2 EQUITY AGREEMENT WERE CLOSED.
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Document Assets

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Filings

Displayed year

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

Open filing
Assets
$2,968,285,167
Liabilities
$457,087,167
Net assets
$2,511,198,000
Revenue
$168,067,255
Expenses
$142,470,561
Net income
$25,596,694
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
2017Detailed filing. Detailed filing data is available for this year.$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
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