Civic Intelligence

Richland County Campus Foundation Ltd.

990 • Fiscal year 2016 • EIN 39-1348541

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 02, 2016

1200 Highway 14 WestRichland Center, 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.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

21st percentile

0.01x

Higher debt load relative to revenue than 21% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

3rd percentile

-104%

Higher net margin than 3% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

40th percentile

$31,500

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 20.5% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

16th percentile

-7.5%

Faster asset growth than 16% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

9th percentile

-37%

Faster revenue growth than 9% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Down

$2,725,666

Down $220,087 (-7.5%) from 2015

Net Assets

Down

$2,724,142

Down $218,075 (-7.4%) from 2015

Liabilities

Down

$1,524

Down $2,012 (-57%) from 2015

Revenue

Down

$153,324

Down $90,521 (-37%) from 2015

Expenses

Up

$312,632

Up $86,235 (+38%) from 2015

Net Income

Down

-$159,308

Down $176,756 (-1013%) from 2015

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

2016

Assets$2,725,666
Liabilities$1,524
Net Assets$2,724,142

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

2016

Revenue$153,324
Expenses$312,632
Net Income-$159,308
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 2, 2016
Return Version
2015v2.1
Gross Receipts
$164,055
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$2,291,366$2,078,346▼ $213,020
Land, Buildings, and Equipment, Net$614,953$602,283▼ $12,670
Savings and Temporary Cash Investments$30,899$35,207▲ $4,308
Cash and Non-Interest-Bearing Accounts$7,859$9,172▲ $1,313
Investments Program Related$565$545▼ $20
Investments in Publicly Traded Securities$111$113▲ $2
Total Assets$2,945,753$2,725,666▼ $220,087
Liabilities
Accounts Payable and Accrued Expenses$3,536$1,524▼ $2,012
Total Liabilities$3,536$1,524▼ $2,012
Net Assets / Fund Balance
Permanently Rstr Net Assets$1,390,425$1,402,907▲ $12,482
Unrestricted Net Assets$1,527,270$1,315,555▼ $211,715
Temporarily Rstr Net Assets$24,522$5,680▼ $18,842
Total Net Assets Fund Balance$2,942,217$2,724,142▼ $218,075
Total Liabilities and Net Assets / Fund Balance$2,945,753$2,725,666▼ $220,087

Asset Categories

AssetBook ValueDepreciationBasis
Land$445,500-$445,500
Other Land Buildings$94,999$39,629$134,628
Buildings$52,687$14,813$67,500
Equipment$9,097$32,144$41,241
Other Securities$2,078,346--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$1,409,267$12,482▼ $33,433-$1,306,258
2015$1,394,162$89,621▲ $8,806-$1,409,267
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
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Darlo WentzExecutive SePT$31,500$31,500

Board Members and Trustees

NameTitle
Terry SebranekPresident
Aaron TroxelDirector
Benjamin LewisDirector
Duane SimonsonDirector
Kathy GrangerDirector
Marjorie BiscoDirector
Norlene EmersonDirector
Jean BirkettSecretary
Wayne MorgenthalerTreasurer
Judi DavisVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$142,398
Program Service Revenue
$12,463
Investment Income
$32
Other Revenue
$-1,569
All Other Contributions
$142,398
Change in Net Assets
$-159,308

Audited Revenue Reconciliation

Revenue per Audited Statements
$153,324
Revenue Not Reported on Form 990
$-48,036
Total Revenue per Audited Statements
$105,288
Total Revenue per Form 990
$153,324
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$162,412
Grants and Similar Amounts Paid$90,753
Salaries, Compensation, and Employee Benefits$59,467
Total Fundraising Expense$22,589
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$90,753--$90,753
Current Officers, Directors, Trustees, and Key Employees$9,550$15,500$15,500$40,550
All Other Expenses$16,221$1,976-$18,197
Depreciation Depletion-$15,669-$15,669
Other Salaries and Wages-$13,664-$13,664
Fees for Services Accounting-$8,381-$8,381
Travel--$5,903$5,903
Other Expenses$5,019--$5,019
Payroll Taxes-$2,961$1,186$4,147
Insurance$2,474--$2,474
Conferences and Meetings$2,465--$2,465
Office Expenses-$1,109-$1,109
Other Employee Benefits-$1,106-$1,106
Total Functional Expenses$229,677$60,366$22,589$312,632

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$323,363
Expenses per Audited Statements$312,632
Total Expenses per Form 990$312,632
Expenses Not Reported on Form 990$10,731
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
Yes
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 officers of the board and the executive secretary prior to filing.

Form 990, Page 6, Part VI, Line 15A

Board review and approval.

Form 990, Page 6, Part VI, Line 19

Governing documents are made available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Richland County Campus
EIN
39-1348541
Phone
6086476186
Address
1200 HIGHWAY 14 WEST, RICHLAND CENTER, WI 53581

Signing Officer

Name
Terry Sebranek
Title
President
Phone
6086476186
Signed
2016-11-02

Organization Details

Principal Officer
Darlo Wentz
Formed
1979
Legal Domicile
Wi
Voting Board Members
10
Independent Board Members
10
Employees
4
Volunteers
25

Preparer

Firm
Johnson Block & Co Inc
Address
2500 BUSINESS PARK ROAD, MINERAL POINT, WI 53565
Preparer
Brent Nelson
Phone
6089872206
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

Direct rental expenses 10,731 direct rental expenses -10,731

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

The foundation has 48 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 2012.

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

Direct rental expenses 10,731

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

Direct rental expenses 10,731

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IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01109
IRS990/OfficeExpensesGrp/TotalAmt01109
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt01106
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01106
IRS990/OtherExpensesGrp/Desc0SYMONS TRUST EXPENSE
IRS990/OtherExpensesGrp/Desc1FARM EXPENSE
IRS990/OtherExpensesGrp/Desc2ATHLETIC DEPT DISBURSEMEN
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
IRS990/OtherExpensesGrp/ProgramServicesAmt084420
IRS990/OtherExpensesGrp/ProgramServicesAmt111213
IRS990/OtherExpensesGrp/ProgramServicesAmt27562
IRS990/OtherExpensesGrp/ProgramServicesAmt35019
IRS990/OtherExpensesGrp/TotalAmt084420
IRS990/OtherExpensesGrp/TotalAmt111213
IRS990/OtherExpensesGrp/TotalAmt27562
IRS990/OtherExpensesGrp/TotalAmt35019
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt0162
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0162
IRS990/OtherRevenueTotalAmt0162
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt013664
IRS990/OtherSalariesAndWagesGrp/TotalAmt013664
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt01186
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02961
IRS990/PayrollTaxesGrp/TotalAmt04147
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt01390425
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt01402907
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0DARLO WENTZ
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/Desc0ATHELETIC DEPARTMENT REVENUE
IRS990/ProgramServiceRevenueGrp/Desc1LAND CONSERVATION
IRS990/ProgramServiceRevenueGrp/Desc2CONTINUING ED. SCHOLARSHIP RE
IRS990/ProgramServiceRevenueGrp/Desc3INTERVARSITY CHRISTIAN FELLOW
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt06533
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt15216
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2614
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3100
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt06533
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt15216
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2614
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3100
IRS990/ProgSrvcAccomActy2Grp/Desc0STUDENT, STAFF AND FACULTY SUPPORT PROGRAMS
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0138924
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt07247
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0232704
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt082816
IRS990/PYInvestmentIncomeAmt0-310
IRS990/PYOtherExpensesAmt092884
IRS990/PYOtherRevenueAmt01256
IRS990/PYProgramServiceRevenueAmt010195
IRS990/PYRevenuesLessExpensesAmt017448
IRS990/PYSalariesCompEmpBnftPaidAmt050697
IRS990/PYTotalExpensesAmt0226397
IRS990/PYTotalRevenueAmt0243845
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-159308
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt0-1731
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt030899
IRS990/SavingsAndTempCashInvstGrp/EOYAmt035207
IRS990ScheduleA/CollegeOrganizationInd0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0FARM INCOME 12,847 MISCELLANEOUS 162
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0142398
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0232704
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt096390
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0129771
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt083460
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0684723
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt09032
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt010540
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt089207
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt092641
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt094947
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0296367
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt048648
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0162
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt01022
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt011825
IRS990ScheduleA/OtherIncome170Grp/TotalAmt013009
IRS990ScheduleA/PublicSupportCY170Pct00.49880
IRS990ScheduleA/PublicSupportPY170Pct00.43350
IRS990ScheduleA/PublicSupportTotal170Amt0495834
IRS990ScheduleA/SubstantialContributorsTotAmt0188889
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0142398
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0232704
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt096390
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0129771
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt083460
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0684723
IRS990ScheduleA/TotalSupportAmt0994099
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/BookValueAmt052687
IRS990ScheduleD/BuildingsGrp/DepreciationAmt014813
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt067500
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0-27933
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01409267
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt012482
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01306258
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0-54125
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-33433
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0-26912
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01394162
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt089621
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01409267
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0-56410
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt08806
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0-25904
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01349888
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt011250
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01394162
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0-50275
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0110102
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0-899
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01323963
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt020000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01349888
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0-51243
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt057168
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01242886
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt029364
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01323963
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0-57475
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0109188
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt09097
IRS990ScheduleD/EquipmentGrp/DepreciationAmt032144
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt041241
IRS990ScheduleD/ExpensesNotReportedAmt010731
IRS990ScheduleD/ExpensesSubtotalAmt0312632
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0445500
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0445500
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-58767
IRS990ScheduleD/OtherExpensesIncludedAmt010731
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt094999
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt039629
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0134628
IRS990ScheduleD/OtherRevenueAmt010731
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt02078346
IRS990ScheduleD/OtherSecuritiesGrp/Desc0UWMADISON FDTN INVESTMENT POOL
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/RevenueNotReportedAmt0-48036
IRS990ScheduleD/RevenueSubtotalAmt0153324
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION HAS 48 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.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE 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 2012.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2DIRECT RENTAL EXPENSES 10,731
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3DIRECT RENTAL EXPENSES 10,731
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART V, LINE 4
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE D, PAGE 4, PART XI, LINE 2D
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3SCHEDULE D, PAGE 4, PART XII, LINE 2D
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0602283
IRS990ScheduleD/TotalBookValueSecuritiesAmt02078346
IRS990ScheduleD/TotalExpensesPerForm990Amt0312632

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
2016Detailed filing. Detailed filing data is available for this year.$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