Civic Intelligence

Richland County Campus Foundation Ltd.

990 • Fiscal year 2014 • EIN 39-1348541

Jul 01, 2013 to Jun 30, 2014 • Filed on Feb 11, 2015

1200 Highway 14 WestRichland Ctr, WI 53581

(608) 647-6186

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

Higher debt load relative to assets than 15% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

23rd percentile

0.02x

Higher debt load relative to revenue than 23% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

5th percentile

-55%

Higher net margin than 5% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

38th percentile

$25,000

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 16.0% of source-year revenue.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

56th percentile

3.9%

Faster asset growth than 56% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

6th percentile

-40%

Faster revenue growth than 6% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Assets

Up

$2,903,670

Up $109,659 (+3.9%) from 2013

Net Assets

Up

$2,901,282

Up $109,396 (+3.9%) from 2013

Liabilities

Up

$2,388

Up $263 (+12%) from 2013

Revenue

Down

$156,302

Down $102,349 (-40%) from 2013

Expenses

Up

$242,650

Up $37,234 (+18%) from 2013

Net Income

Down

-$86,348

Down $139,583 (-262%) from 2013

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2010: $1,951,032Liabilities 2010: $0Net Assets 2010: $1,951,0322010Assets 2011: $1,988,279Liabilities 2011: $1,210Net Assets 2011: $1,987,0692011Assets 2012: $2,695,559Liabilities 2012: $1,714Net Assets 2012: $2,693,8452012Assets 2013: $2,794,011Liabilities 2013: $2,125Net Assets 2013: $2,791,8862013Assets 2014: $2,903,670Liabilities 2014: $2,388Net Assets 2014: $2,901,2822014Assets 2015: $2,945,753Liabilities 2015: $3,536Net Assets 2015: $2,942,2172015Assets 2016: $2,725,666Liabilities 2016: $1,524Net Assets 2016: $2,724,1422016Assets 2017: $2,899,769Liabilities 2017: $1,504Net Assets 2017: $2,898,2652017Assets 2018: $3,004,674Liabilities 2018: $1,540Net Assets 2018: $3,003,1342018Assets 2019: $3,004,568Liabilities 2019: $1,571Net Assets 2019: $3,002,9972019Assets 2020: $4,901,370Liabilities 2020: $1,587Net Assets 2020: $4,899,7832020Assets 2021: $5,236,234Liabilities 2021: $1,135Net Assets 2021: $5,235,0992021Assets 2022: $4,617,256Liabilities 2022: $457Net Assets 2022: $4,616,7992022Assets 2023: $4,894,066Liabilities 2023: $1,702Net Assets 2023: $4,892,3642023Assets 2024: $5,263,466Liabilities 2024: $1,934Net Assets 2024: $5,261,5322024Assets 2025: $5,725,723Liabilities 2025: $2,014Net Assets 2025: $5,723,7092025

Highlighted filing

2014

Assets$2,903,670
Liabilities$2,388
Net Assets$2,901,282

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $177,5732010Expenses 2011: $189,0912011Expenses 2012: $197,2802012Revenue 2013: $258,651Expenses 2013: $205,416Net Income 2013: $53,2352013Revenue 2014: $156,302Expenses 2014: $242,650Net Income 2014: -$86,3482014Revenue 2015: $243,845Expenses 2015: $226,397Net Income 2015: $17,4482015Revenue 2016: $153,324Expenses 2016: $312,632Net Income 2016: -$159,3082016Revenue 2017: $152,338Expenses 2017: $227,252Net Income 2017: -$74,9142017Revenue 2018: $151,714Expenses 2018: $218,642Net Income 2018: -$66,9282018Revenue 2019: $159,114Expenses 2019: $236,923Net Income 2019: -$77,8092019Revenue 2020: $2,259,292Expenses 2020: $362,043Net Income 2020: $1,897,2492020Revenue 2021: $149,527Expenses 2021: $394,758Net Income 2021: -$245,2312021Revenue 2022: $122,873Expenses 2022: $214,519Net Income 2022: -$91,6462022Revenue 2023: $121,836Expenses 2023: $189,807Net Income 2023: -$67,9712023Revenue 2024: $103,606Expenses 2024: $219,949Net Income 2024: -$116,3432024Revenue 2025: $106,271Expenses 2025: $267,500Net Income 2025: -$161,2292025

Highlighted filing

2014

Revenue$156,302
Expenses$242,650
Net Income-$86,348
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Feb 11, 2015
Return Version
2013v4.0
Gross Receipts
$619,315
Mission and Program Overview

Mission

Provide support for uw-platteville richland students, faculty, and facilities. Foster cultural events and activities on the uw-platteville richland campus and in the community of richland county and surrounding area.

Provide support for uw-richland students, faculty, and facilities. Foster cultural events and activities on the uw-richland campus and in the community of richland county and surrounding area.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$1,474,331$2,207,067▲ $732,736
Land, Buildings, and Equipment, Net$644,858$628,293▼ $16,565
Savings and Temporary Cash Investments$18,000$45,389▲ $27,389
Cash and Non-Interest-Bearing Accounts$5,444$20,853▲ $15,409
Investments in Publicly Traded Securities$645,509$1,624▼ $643,885
Investments Program Related$5,869$444▼ $5,425
Total Assets$2,794,011$2,903,670▲ $109,659
Liabilities
Accounts Payable and Accrued Expenses$2,125$2,388▲ $263
Total Liabilities$2,125$2,388▲ $263
Net Assets / Fund Balance
Unrestricted Net Assets$1,436,318$1,501,440▲ $65,122
Permanently Rstr Net Assets$1,289,554$1,300,804▲ $11,250
Temporarily Rstr Net Assets$66,014$99,038▲ $33,024
Total Net Assets Fund Balance$2,791,886$2,901,282▲ $109,396
Total Liabilities and Net Assets / Fund Balance$2,794,011$2,903,670▲ $109,659

Asset Categories

AssetBook ValueDepreciationBasis
Land$445,500-$445,500
Other Land Buildings$109,379$25,644$135,023
Buildings$57,187$10,313$67,500
Equipment$16,227$21,564$37,791
Other Securities$2,207,067--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$1,349,888$11,250▲ $110,102$-899$1,394,162
2013$1,323,963$20,000▲ $57,168-$1,349,888
2012$1,242,886$29,364▲ $109,188-$1,323,963
2011$1,165,248$6,932▲ $119,271-$1,242,886
2010$579,404$563,950▲ $58,894-$1,165,248
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Darlo WentzExecutive SePT$25,000$25,000

Board Members and Trustees

NameTitle
Judi DavisPresident
Aaron TroxelDirector
Benjamin LewisDirector
Duane SimonsonDirector
Kathy GrangerDirector
Marge BiscoDirector
Norlene EmersonDirector
Jean BirkettSecretary
Wayne MorgenthalerTreasurer
Terry SebranekVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$96,390
Program Service Revenue
$9,119
Investment Income
$48,132
Other Revenue
$2,661
All Other Contributions
$95,812
Change in Net Assets
$-86,348

Audited Revenue Reconciliation

Revenue per Audited Statements
$151,093
Revenue Not Reported on Financial Statements
$5,209
Revenue Not Reported on Form 990
$206,596
Total Revenue per Audited Statements
$357,689
Total Revenue per Form 990
$156,302
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$127,630
Grants and Similar Amounts Paid$72,860
Salaries, Compensation, and Employee Benefits$42,160
Total Fundraising Expense$19,409
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$72,860--$72,860
Fees for Services Other$36,000--$36,000
Current Officers, Directors, Trustees, and Key Employees-$12,500$12,500$25,000
All Other Expenses$20,424$979-$21,403
Depreciation Depletion-$17,048-$17,048
Other Salaries and Wages-$13,435-$13,435
Fees for Services Accounting-$9,034-$9,034
Travel--$5,953$5,953
Fees for Service Investment Mgmnt Fees-$5,209-$5,209
Other Expenses$4,923--$4,923
Occupancy$3,617--$3,617
Payroll Taxes-$1,984$956$2,940
Office Expenses-$1,150-$1,150
Other Employee Benefits-$785-$785
Total Functional Expenses$161,117$62,124$19,409$242,650

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$248,293
Total Expenses per Form 990$242,650
Expenses per Audited Statements$237,441
Expenses Not Reported on Form 990$10,852
Expenses Not Reported on Financial Statements$5,209
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
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

The form 990 is reviewed by the board and the executive secretary prior to filing.

Form 990, Page 6, Part VI, Line 19

Governing documents are made available to the public upon request.

Filing and Contact Details

Filer

EIN
39-1348541
Phone
6086476186

Signing Officer

Name
Wayne Morgenthaler
Title
Treasurer
Phone
6086476186
Signed
2015-02-11

Organization Details

Principal Officer
Darlo Wentz
Formed
1979
Legal Domicile
Wi
Voting Board Members
10
Independent Board Members
10
Employees
2
Volunteers
21

Preparer

Preparer
Brent Nelson
Phone
6089872206
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Building & grounds evaluation 36,000 0 0

Form 990, Part XI, Line 9

Direct rental expenses 10,852 direct rental expenses -10,852

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

The foundation has 47 donor-restricted endowment funds. Contributed funds to the endowment are invested and only earnings on investment or up to 5% of the endowment may be used each year to support student scholarships.

Schedule D, Page 3, Part X

The foundation is a not-for-profit organization that is exempt from income taxes under section 501 (c) (3) of the internal revenue code and classified by the internal revenue service as other than a private foundation. The organization has adopted accounting guidance for recognizing and measuring uncertain tax positions. The organization follows statutory requirements for income tax accounting and generally avoids risks associated with potentially problematic tax positions that may be challenged upon examination. Management believes any liability resulting from taxing authorities imposing income taxes from activities deemed to be unrelated to the organization's tax-exempt status would not be material to the financial statements. The organization's federal exempt organization returns are subject to examination by the internal revenue service, generally for three years after they are filed. With few exceptions, the organization is no longer subject to such examinations for tax years before 2010.

Schedule D, Page 4, Part XI, Line 2D

Direct rental expenses 10,852

Schedule D, Page 4, Part XII, Line 2D

Direct rental expenses 10,852

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IRS990/NetAssetsOrFundBalancesEOYAmt02901282
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-27562
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-27562
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt02661
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt02661
IRS990/NetUnrlzdGainsLossesInvstAmt0195744
IRS990/NoncashContributionsAmt01422
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt03617
IRS990/OccupancyGrp/TotalAmt03617
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01150
IRS990/OfficeExpensesGrp/TotalAmt01150
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0785
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0785
IRS990/OtherExpensesGrp/Desc0SABBATICAL FUND
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc2ATHLETIC DEPT
IRS990/OtherExpensesGrp/Desc3ALUMNI
IRS990/OtherExpensesGrp/ProgramServicesAmt011534
IRS990/OtherExpensesGrp/ProgramServicesAmt16000
IRS990/OtherExpensesGrp/ProgramServicesAmt25759
IRS990/OtherExpensesGrp/ProgramServicesAmt34923
IRS990/OtherExpensesGrp/TotalAmt011534
IRS990/OtherExpensesGrp/TotalAmt16000
IRS990/OtherExpensesGrp/TotalAmt25759
IRS990/OtherExpensesGrp/TotalAmt34923
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt013435
IRS990/OtherSalariesAndWagesGrp/TotalAmt013435
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt0956
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01984
IRS990/PayrollTaxesGrp/TotalAmt02940
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt01289554
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt01300804
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0DARLO WENTZ
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/BusinessCd4900099
IRS990/ProgramServiceRevenueGrp/Desc0ATHELETIC DEPARTMENT REVENUE
IRS990/ProgramServiceRevenueGrp/Desc1CHEMISTRY DEPT REVENUE
IRS990/ProgramServiceRevenueGrp/Desc2CONTINUING ED SCHOLARSHIP REV
IRS990/ProgramServiceRevenueGrp/Desc3BIOLOGY DEPARTMENT REVENUE
IRS990/ProgramServiceRevenueGrp/Desc4PHYSICS DEPARTMENT REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt07030
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1871
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2718
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3300
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt4100
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt07030
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1871
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2718
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3300
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4100
IRS990/ProgSrvcAccomActy2Grp/Desc0STUDENT, STAFF AND FACULTY SUPPORT PROGRAMS
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt088257
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt09119
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0135988
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt080072
IRS990/PYInvestmentIncomeAmt0115117
IRS990/PYOtherExpensesAmt087650
IRS990/PYOtherRevenueAmt0-2384
IRS990/PYProgramServiceRevenueAmt09930
IRS990/PYRevenuesLessExpensesAmt053235
IRS990/PYSalariesCompEmpBnftPaidAmt037694
IRS990/PYTotalExpensesAmt0205416
IRS990/PYTotalRevenueAmt0258651
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-86348
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt02661
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt018000
IRS990/SavingsAndTempCashInvstGrp/EOYAmt045389
IRS990ScheduleA/CollegeOrganizationInd0X
IRS990ScheduleA/Form990ScheduleAPartIVGrp/ExplanationTxt0FARM INCOME 33,073
IRS990ScheduleA/Form990ScheduleAPartIVGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt096390
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0129771
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt083460
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt073351
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0111502
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0494474
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt089207
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt092641
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt094947
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt065500
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt050267
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0392562
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt037038
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt011825
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0861
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt020387
IRS990ScheduleA/OtherIncome170Grp/TotalAmt033073
IRS990ScheduleA/PublicSupportCY170Pct00.44550
IRS990ScheduleA/PublicSupportPY170Pct00.43200
IRS990ScheduleA/PublicSupportTotal170Amt0409888
IRS990ScheduleA/SubstantialContributorsTotAmt084586
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt096390
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0129771
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt083460
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt073351
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0111502
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0494474
IRS990ScheduleA/TotalSupportAmt0920109
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt057187
IRS990ScheduleD/BuildingsGrp/DepreciationAmt010313
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt067500
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0-25904
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01349888
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt011250
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01394162
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0-50275
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0110102
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0-899
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01323963
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt020000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01349888
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0-51243
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt057168
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01242886
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt029364
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01323963
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0-57475
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0109188
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01165248
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt06932
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01242886
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0-48565
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0119271
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0579404
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0563950
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01165248
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0-37000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt058894
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt016227
IRS990ScheduleD/EquipmentGrp/DepreciationAmt021564
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt037791
IRS990ScheduleD/ExpensesNotReportedAmt010852
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt05209
IRS990ScheduleD/ExpensesSubtotalAmt0237441
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt05209
IRS990ScheduleD/InvestmentExpensesNotIncldAmt05209
IRS990ScheduleD/LandGrp/BookValueAmt0445500
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0445500
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0195744
IRS990ScheduleD/OtherExpensesIncludedAmt010852
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0109379
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt025644
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0135023
IRS990ScheduleD/OtherRevenueAmt010852
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt02207067
IRS990ScheduleD/OtherSecuritiesGrp/Desc0UWMADISON FDTN INVESTMENT POOL
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.93300
IRS990ScheduleD/RevenueNotReportedAmt0206596

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.73$0.00$5.72$0.11$0.27$0.16
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.26$0.00$5.26$0.10$0.22$0.12
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.89$0.00$4.89$0.12$0.19$0.07
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.62$0.00$4.62$0.12$0.21$0.09
2021Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$5.24$0.00$5.24$0.15$0.39$0.25
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.90$0.00$4.90$2.26$0.36$1.90
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.00$0.00$3.00$0.16$0.24$0.08
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.00$0.00$3.00$0.15$0.22$0.07
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.90$0.00$2.90$0.15$0.23$0.07
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.73$0.00$2.72$0.15$0.31$0.16
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.95$0.00$2.94$0.24$0.23$0.02
2014Detailed filing. Detailed filing data is available for this year.$2.90$0.00$2.90$0.16$0.24$0.09
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.79$0.00$2.79$0.26$0.21$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.70$0.00$2.69$0.20
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.99$0.00$1.99$0.19
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.95$0.00$1.95$0.18