Civic Intelligence

Wisconsin Alumni Research Foundation

990 • Fiscal year 2018 • EIN 39-0833612

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

Organization ProfileWWW.WARF.ORG

View Organization Page

614 Walnut Street 13th FloorMadison, WI 53726

(608) 960-9850

Siviq Scores

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

Liabilities / Assets

38th percentile

0.27x

Higher debt load relative to assets than 38% of similar nonprofits.

2018 filings • 501(c)3 • $1B+ nonprofits • Source year 2018

Liabilities / Revenue

90th percentile

3.16x

Higher debt load relative to revenue than 90% of similar nonprofits.

2018 filings • 501(c)3 • $1B+ nonprofits • Source year 2018

Net Margin

2nd percentile

-53%

Higher net margin than 2% of similar nonprofits.

2018 filings • 501(c)3 • $1B+ nonprofits • Source year 2018

Top Officer Pay

36th percentile

$1,249,962

Higher top officer pay than 36% of similar nonprofits.

Top officer pay equals 0.5% of source-year revenue.

2018 filings • 501(c)3 • $1B+ nonprofits • Source year 2018

Asset Growth

38th percentile

3.3%

Faster asset growth than 38% of similar nonprofits.

2018 filings • 501(c)3 • $1B+ nonprofits • Annualized from 2017 to 2018

Revenue Growth

95th percentile

57%

Faster revenue growth than 95% of similar nonprofits.

2018 filings • 501(c)3 • $1B+ nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$3,067,134,832

Up $98,849,665 (+3.3%) from 2017

Net Assets

Down

$2,234,159,000

Down $277,039,000 (-11%) from 2017

Liabilities

Up

$832,975,832

Up $375,888,665 (+82%) from 2017

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin2nd percentile

Revenue

Up

$263,764,432

Up $95,697,177 (+57%) from 2017

Expenses

Up

$403,588,183

Up $261,117,622 (+183%) from 2017

Net Income

Down

-$139,823,751

Down $165,420,445 (-646%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth38th 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

2018

Assets$3,067,134,832
Liabilities$832,975,832
Net Assets$2,234,159,000
Open 2018 Filing

Operations Trend

Revenue Growth95th 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

2018

Revenue$263,764,432
Expenses$403,588,183
Net Income-$139,823,751
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 24, 2018
Return Version
2017v2.3
Gross Receipts
$263,764,432
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$2,703,893,159$2,776,000,773▲ $72,107,614
Land, Buildings, and Equipment, Net$141,842,954$136,163,655▼ $5,679,299
Investments Program Related$53,344,098$2,817,652▼ $50,526,446
Cash and Non-Interest-Bearing Accounts$4,396,027$2,452,268▼ $1,943,759
Investments in Publicly Traded Securities$407,502$1,619,344▲ $1,211,842
Savings and Temporary Cash Investments$619,825$989,307▲ $369,482
Prepaid Expenses and Deferred Charges$82,816$164,957▲ $82,141
Accounts Receivable$165,145$134,022▼ $31,123
Total Assets$2,968,285,167$3,067,134,832▲ $98,849,665
Other Assets Total$63,533,641$146,792,854▲ $83,259,213
Liabilities
Grants Payable$256,204,120$551,767,766▲ $295,563,646
Tax Exempt Bond Liabilities$140,431,488$136,662,887▼ $3,768,601
Other Liabilities$47,763,218$131,785,749▲ $84,022,531
Accounts Payable and Accrued Expenses$12,660,179$12,731,268▲ $71,089
Deferred Revenue$28,162$28,162→ $0
Total Liabilities$457,087,167$832,975,832▲ $375,888,665
Net Assets / Fund Balance
Unrestricted Net Assets$2,309,530,000$2,184,861,000▼ $124,669,000
Temporarily Rstr Net Assets$201,668,000$49,298,000▼ $152,370,000
Total Net Assets Fund Balance$2,511,198,000$2,234,159,000▼ $277,039,000
Total Liabilities and Net Assets / Fund Balance$2,968,285,167$3,067,134,832▲ $98,849,665

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$115,436,932$26,909,625$142,346,557
Equipment$5,351,571$19,033,860$24,385,431
Land$15,340,740-$15,340,740
Leasehold Improvements$34,412$936,198$970,610
Other Securities$19,749,736--
Compensation and Service Providers
Top Officer Pay36th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Carrie ThomeChief Investment OfficerFT$531,813$718,149$1,249,962
Alain HungDeputy Chief Investment OfficerFT$345,553$474,957$820,510
Erik IversonTrustee/managing DirectorPT$454,643$246,458$701,101
Leigh CaganChief Technology CommerciaFT$288,059$259,174$547,233
Michael FalkGeneral Counsel/COOFT$309,631$236,258$545,889
Stephanie AdamanyDeputy General CounselFT$210,059$170,472$380,531
Ryan AbramsInvestment DirectorFT$164,260$190,578$354,838
Laura HeislerDirector of ProgrammingFT$172,895$156,132$329,027
John NagelLicensing ManagerFT$178,634$92,143$270,777
Alyssa ThoenyInterim CFO/director of Finance and AccountingFT$198,103$65,869$263,972
Alyssa ThoenyInterim CFO/director of Finance and-$165,221$98,751$263,972
Steve MixtackiCFO/COOFT$204,158$-99,207$104,951
Patricia LiptonTrustee/secretary-$27,000$20,000$47,000
Carol N SkornickaTrustee-$24,000$20,000$44,000
James BerbeeTrustee/vice Chair-$27,000$16,000$43,000
Winslow SargeantTrustee-$24,000$15,000$39,000
Peter P TongTrustee/chair-$34,000-$34,000
Deborah KellerTrustee-$30,250-$30,250
Keith R LoboTrustee-$29,500-$29,500
Joan E SperoTrustee-$27,000-$27,000
Rebecca BlankTrustee-$27,000-$27,000
Norman BobinsTrustee/treasurer-$24,000-$24,000
Doris MeissnerTrustee-$24,000-$24,000
Jeffrey C SprecherTrustee-$24,000-$24,000
David SmukowskiTrustee-$23,750-$23,750
Gordon F BrunnerTrustee-$22,250$1,000$23,250

Board Members and Trustees

NameTitle
John P MorgridgeTrustee
John GranseeCFO

Highest Paid Contractors

ContractorServicesLocationCompensation
Quarles & Brady LLPLegal Services33 E MAIN ST SUITE 900, Madison, WI 53703, Je$1,934,730
CPA Global LtdPatent Legal/annuity Service940 N PLANKINTON AVE, Milwaukee, WI 53203$1,511,482
Boyle FredericksonLegal Services1800 AVENUE OF THE STARS SUITE 900, Los Angeles, CA 90067$1,075,162
Irell & Manella LLPLegal ServicesPO BOX 1450, Alexandria, VA 22313-1450$890,637
United State Patent And Trademark OfficePatent Services-$698,000
Revenue and Support

Revenue Composition

Contributions and Grants
$136,650
Program Service Revenue
$15,361,339
Investment Income
$237,335,228
Other Revenue
$10,931,215
All Other Contributions
$136,650
Change in Net Assets
$-139,823,751

Audited Revenue Reconciliation

Revenue per Audited Statements
$251,921,969
Revenue Not Reported on Financial Statements
$11,842,463
Revenue Not Reported on Form 990
$-88,690,770
Other Revenue Adjustments
$11,842,463
Total Revenue per Audited Statements
$163,231,199
Total Revenue per Form 990
$263,764,432
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$337,509,752
Other Expenses$50,164,191
Salaries, Compensation, and Employee Benefits$15,914,240
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$337,509,752--$337,509,752
Fees for Service Investment Mgmnt Fees-$14,226,700-$14,226,700
Other Salaries and Wages$3,960,470$2,737,901-$6,698,371
Current Officers, Directors, Trustees, and Key Employees$2,462,774$4,219,165-$6,681,939
Interest$5,998,573$159,366-$6,157,939
Depreciation Depletion$5,730,127$35,149-$5,765,276
Fees for Services Legal$5,486,614--$5,486,614
Royalties$3,778,136--$3,778,136
Occupancy$1,783,558$431,182-$2,214,740
All Other Expenses$752,409$570,658-$1,323,067
Other Employee Benefits$621,916$446,794-$1,068,710
Pension Plan Contributions$629,589$410,594-$1,040,183
Fees for Services Other$567,439$284,806-$852,245
Other Expenses$767,100--$767,100
Payroll Taxes$267,969$157,068-$425,037
Information Technology$54,306$323,751-$378,057
Office Expenses$239,751$114,491-$354,242
Insurance$218,479$116,390-$334,869
Travel$133,290$100,450-$233,740
Fees for Services Accounting-$171,260-$171,260
Conferences and Meetings$106,138$16,861-$122,999
Advertising$34,820$75,350-$110,170
Fees for Services Lobbying-$62,000-$62,000
Fees for Services Management-$25,467-$25,467
Total Functional Expenses$378,902,780$24,685,403$0$403,588,183

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$403,588,183
Expenses Not Reported on Financial Statements$268,983,386
Other Expense Adjustments$268,983,386
Expenses per Audited Statements$134,604,797
Total Expenses per Audited Statements$134,604,797
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Morgridge Institute for ResearchMadison, WI501(c)(3)SEE PROGRAM SERVICE ACCOMPLISHMENTS; FORM 990, PART III, LINE 4B$269,640,923
University of Wisconsin - MadisonMadison, WI115SEE PROGRAM SERVICE ACCOMPLISHMENTS; FORM 990, PART III, LINE 4A$67,868,829
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
Wiscmed LLCJAMES BERBEE WAS A BOARD MEMBER OF WARF AND A MAJORITY OWNER (78%) OFWARF RECEIVED CLASS A UNITS REPRESENTING 10% OF THE FULLY-DILUTED UNITS OUTSTANDING TO DATE. WARF RECEIVED STOCK UNITS IN LIEU OF LICENSE FEES AND PATENT REIMBURSEMENT.No$80,000
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Broker$82,615,582
Derivative Contract Liabilities$34,134,974
Accrued Pension Fund$9,876,214
Royalties Payable$5,158,979

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$24,790,583$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, director of finance and accounting 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 and general counsel 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.”

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 august, 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 fall 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
6089609850
Address
614 WALNUT STREET 13TH FLOOR, MADISON, WI 53726

Signing Officer

Name
John Gransee
Title
CFO
Phone
6089609850
Signed
2018-10-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Gransee
Formed
1925
Legal Domicile
Wi
Voting Board Members
16
Independent Board Members
15
Employees
142
Volunteers
570

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 loss in subsidiaries -50,526,446. Change in minimum pension obligation 2,001,985. Rounding -18.”

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”

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 wind point partners v, 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 3,778,136. Reimbursed expenses from affiliate netted against expenses in audit 7,988,327. Contributions netted against expenses in audit 76,000.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Shared royalties netted against expenses in audit 3,778,136. Reimbursed expenses from affiliate netted against expenses in audit 7,988,327. Contributions netted against expenses in audit 76,000. Grant from warf to morgridge on 1/1/2018 257,140,923.”

Raw XML AppendixShowing 400 of 1,107 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/ActivityOrMissionDesc0ENABLE 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.
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IRS990/Desc01) DIRECT FISCAL 2017-2018 GRANTS OF $63,592,514 WERE MADE TO THE UNIVERSITY OF WISCONSIN - MADISON. THE GRANTS PROVIDED THE UNIVERSITY THE FINANCIAL FLEXIBILITY TO CREATE 176 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 5,544 TOP QUALITY GRADUATE STUDENTS. THROUGH THE FALL RESEARCH COMPETITION, THE FOUNDATION FUNDED 273 AWARDS AIMED AT SUPPORTING JUNIOR FACULTY AS THEY BUILD THEIR RESEARCH PROGRAMS AND PILOT STUDIES FOR EXTERNAL GRANT APPLICATIONS. THE FOUNDATION ALSO MATCHED 86 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 10 NAMED PROFESSORSHIPS, 11 NEW KELLETT MID-CAREER FELLOWSHIPS AND 11 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 387 INVENTIONS TO THE WISCONSIN ALUMNI RESEARCH FOUNDATION. THE FOUNDATION FILED 279 U.S. PATENT APPLICATIONS AND 245 FOREIGN PATENT APPLICATIONS ON BEHALF OF THE UNIVERSITY OF WISCONSIN. DURING THE 2017-2018 FISCAL YEAR 157 U.S. PATENTS AND 143 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 2017-2018 FISCAL YEAR, 76 NEW COMMERCIAL LICENSES OR OPTIONS AND 2 EQUITY AGREEMENT WERE CLOSED.
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Document Assets

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Filings

Displayed year

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

Open filing
Assets
$3,067,134,832
Liabilities
$832,975,832
Net assets
$2,234,159,000
Revenue
$263,764,432
Expenses
$403,588,183
Net income
-$139,823,751
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
2018Detailed filing. Detailed filing data is available for this year.$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
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