Civic Intelligence

Southwest Wisconsin Technical College Foundation Inc.

990 • Fiscal year 2019 • EIN 39-1828080

Jul 01, 2018 to Jun 30, 2019 • Filed on Dec 19, 2019

1800 Bronson BlvdFennimore, WI 53809-9778

(608) 822-3262

Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

Higher debt load relative to assets than 20% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

23rd percentile

0.01x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

94th percentile

64%

Higher net margin than 94% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

76th percentile

16%

Faster asset growth than 76% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

56th percentile

6.6%

Faster revenue growth than 56% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Up

$4,750,449

Up $663,706 (+16%) from 2018

Net Assets

Up

$4,739,932

Up $756,462 (+19%) from 2018

Liabilities

Down

$10,517

Down $92,756 (-90%) from 2018

Revenue

Up

$1,130,787

Up $69,850 (+6.6%) from 2018

Expenses

Down

$411,343

Down $486,552 (-54%) from 2018

Net Income

Up

$719,444

Up $556,402 (+341%) from 2018

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2011: $4,328,222Liabilities 2011: $1,593,019Net Assets 2011: $2,735,2032011Assets 2012: $4,441,722Liabilities 2012: $1,590,091Net Assets 2012: $2,851,6312012Assets 2013: $4,959,946Liabilities 2013: $1,748,205Net Assets 2013: $3,211,7412013Assets 2014: $5,403,725Liabilities 2014: $1,816,859Net Assets 2014: $3,586,8662014Assets 2015: $5,603,240Liabilities 2015: $1,899,898Net Assets 2015: $3,703,3422015Assets 2016: $5,689,046Liabilities 2016: $2,088,654Net Assets 2016: $3,600,3922016Assets 2017: $3,968,201Liabilities 2017: $144,490Net Assets 2017: $3,823,7112017Assets 2018: $4,086,743Liabilities 2018: $103,273Net Assets 2018: $3,983,4702018Assets 2019: $4,750,449Liabilities 2019: $10,517Net Assets 2019: $4,739,9322019Assets 2020: $4,703,870Liabilities 2020: $0Net Assets 2020: $4,703,8702020Assets 2021: $6,713,666Liabilities 2021: $6,738Net Assets 2021: $6,706,9282021Assets 2022: $6,863,130Liabilities 2022: $8,841Net Assets 2022: $6,854,2892022Assets 2023: $7,616,374Liabilities 2023: $3,806Net Assets 2023: $7,612,5682023Assets 2024: $8,705,350Liabilities 2024: $13,174Net Assets 2024: $8,692,1762024Assets 2025: $10,563,142Liabilities 2025: $27,127Net Assets 2025: $10,536,0152025

Highlighted filing

2019

Assets$4,750,449
Liabilities$10,517
Net Assets$4,739,932

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $471,2882011Expenses 2012: $477,1632012Revenue 2013: $737,945Expenses 2013: $548,317Net Income 2013: $189,6282013Revenue 2014: $826,559Expenses 2014: $661,035Net Income 2014: $165,5242014Revenue 2015: $1,075,047Expenses 2015: $826,109Net Income 2015: $248,9382015Revenue 2016: $1,039,856Expenses 2016: $1,090,143Net Income 2016: -$50,2872016Revenue 2017: $887,245Expenses 2017: $577,853Net Income 2017: $309,3922017Revenue 2018: $1,060,937Expenses 2018: $897,895Net Income 2018: $163,0422018Revenue 2019: $1,130,787Expenses 2019: $411,343Net Income 2019: $719,4442019Revenue 2020: $621,956Expenses 2020: $865,777Net Income 2020: -$243,8212020Revenue 2021: $1,587,907Expenses 2021: $847,143Net Income 2021: $740,7642021Revenue 2022: $2,423,871Expenses 2022: $716,247Net Income 2022: $1,707,6242022Revenue 2023: $1,235,051Expenses 2023: $1,060,909Net Income 2023: $174,1422023Revenue 2024: $1,666,426Expenses 2024: $1,216,593Net Income 2024: $449,8332024Revenue 2025: $4,180,373Expenses 2025: $966,800Net Income 2025: $3,213,5732025

Highlighted filing

2019

Revenue$1,130,787
Expenses$411,343
Net Income$719,444
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Dec 19, 2019
Return Version
2018v3.1
Gross Receipts
$1,798,737
Mission and Program Overview

Mission

Provide scholarships and assistance to students and faculty for the primary benefit of southwest wisconsin technical college.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,346,393$4,215,548▲ $869,155
Savings and Temporary Cash Investments$41,644$369,430▲ $327,786
Pledges and Grants Receivable$137,369$110,751▼ $26,618
Cash and Non-Interest-Bearing Accounts$559,209$52,709▼ $506,500
Other Notes and Loans Receivable, Net$2,128$1,400▼ $728
Prepaid Expenses and Deferred Charges$0$611▲ $611
Total Assets$4,086,743$4,750,449▲ $663,706
Liabilities
Accounts Payable and Accrued Expenses$103,273$10,517▼ $92,756
Total Liabilities$103,273$10,517▼ $92,756
Net Assets / Fund Balance
Permanently Rstr Net Assets$2,716,238$3,369,855▲ $653,617
Temporarily Rstr Net Assets$1,136,117$1,166,675▲ $30,558
Unrestricted Net Assets$131,115$203,402▲ $72,287
Total Net Assets Fund Balance$3,983,470$4,739,932▲ $756,462
Total Liabilities and Net Assets / Fund Balance$4,086,743$4,750,449▲ $663,706

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$3,013,231$647,315▲ $159,080$4,642$3,684,124
2018$2,974,942$261,394▲ $265,539$373,589$3,013,231
2017$2,740,060$76,472▲ $282,702-$2,974,942
2016$2,702,642$79,266▲ $60,240-$2,740,060
2015$2,649,516$115,238▲ $41,847-$2,702,642
Compensation and Service Providers

Board Members and Trustees

NameTitle
Tom SheehanPresident
Lori BarryVice President
Ben WoodDirector
Connie HaberkornDirector
Connie LarsonDirector
Greg NovinskaDirector
Karla FishnickDirector
Linda ParrishDirector
Theresa BraudtDirector
Missy FritzsimonsDistrict Board Representat
Holly ClendenenExecutive Director
Joyce Czajkowski PhdSecretary
Sheila RuchtiTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$931,733
Program Service Revenue
$0
Investment Income
$175,954
Other Revenue
$23,100
All Other Contributions
$931,733
Change in Net Assets
$719,444

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
Cars and Other Vehicles3$7,000Cost/selling Price
Drugs and Medical Supplies1$4,560Cost/selling Price
Other Non Cash Contri Table4$2,770Cost/selling Price
Other Non Cash Contri Table8$2,579Face Amount
Food Inventory49$2,556Cost/selling Price
Other Non Cash Contri Table9$2,254Cost/selling Price
Clothing and Household Goods-$414Cost/selling Price
Total Noncash Contributions74$22,133-

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,130,787
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$523,097
Total Revenue per Audited Statements
$1,653,884
Total Revenue per Form 990
$1,130,787
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$308,878
Other Expenses$102,465
Total Fundraising Expense$39,019
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$194,270--$194,270
Grants to Domestic Orgs$114,608--$114,608
Conferences and Meetings$218$12,318$11,734$24,270
Office Expenses$1,346$8,987$13,584$23,917
Information Technology$3,564$5,289$8,207$17,060
Fees for Service Investment Mgmnt Fees-$15,504-$15,504
Travel-$3,662$5,494$9,156
Fees for Services Accounting-$7,900-$7,900
Advertising-$2,803-$2,803
Insurance-$997-$997
Other Expenses-$858-$858
Total Functional Expenses$314,006$58,318$39,019$411,343

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$897,422
Expenses Not Reported on Form 990$501,583
Total Expenses per Form 990$411,343
Expenses per Audited Statements$395,839
Expenses Not Reported on Financial Statements$15,504
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Southwest Wisconsin Technical CollegeFennimore, WIWisconsin TechnicalAssistance to Various College Programs and Student Clubs and Organizations$92,476
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
No
Annual disclosure for covered persons
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
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

Holly clendenen is an employee of southwest wisconsin technical college where her position is the executive director of southwest wisconsin technical college foundation, inc. And swtc real estate foundation, inc.

Form 990, Part VI, Section B, Line 11B

The prepared form 990 is reviewed by the foundation director before the return is filed with the irs.

Form 990, Part VI, Section B, Line 12C

The foundation's conflict of interest policy covers all of its directors and principal officers, as defined in the policy. Any director, principal officer, or member of a committee with broad authority to act on behalf of the governing body who has a direct or indirect financial interest, as defined in the policy, is considered an interested person. In connection with any actual or possible conflict of interest, an interested person must disclose the existence of the financial interest and be given the opportunity to disclose all material facts to the directors considering the proposed transaction or arrangement. After disclosure of the financial interest and all material facts, and after any discussion with the interested person, he/she must leave the meeting of the governing body while the determination of a conflict of interest is discussed and voted upon. The remaining directors will decide if a conflict of interest exists. An interested person may make a presentation at the meeting of the governing body, but after the presentation he/she must leave the meeting during the discussion of, and the vote on, the transaction or arrangement involving the possible conflict of interest. After exercising due diligence, the governing body will determine whether the foundation can obtain with reasonable efforts a more advantageous transaction or arrangement from a person or entity that would not give rise to a conflict of interest. To ensure the foundation operates in a manner consistent with charitable purposes and does not engage in activities that could jeopardize its tax-exempt status, the foundation will conduct periodic reviews of, but not limited to, whether partnerships or other arrangements with third parties conform to the foundation's written policies, are properly recorded, reflect reasonable investment or payments for goods and services, further charitable purposes and do not result in inurement, impermissible private benefit, or in an excess benefit transaction.

Form 990, Part VI, Section C, Line 19

The foundation makes its governing documents, conflict of interest policy, and financial statements available to the public on southwest wisconsin technical college's website as well as upon request.

Filing and Contact Details

Filer

Filer Name
Southwest Wisconsin Technical College
EIN
39-1828080
Phone
6088223262
Address
1800 BRONSON BLVD, FENNIMORE, WI 53809-9778

Signing Officer

Name
Holly Clendenen
Title
Executive Director
Phone
6088223262
Signed
2019-12-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Holly Clendenen
Formed
1980
Legal Domicile
Wi
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
12

Preparer

Firm
Wegner Cpas Llp
Address
2921 LANDMARK PL STE 300, MADISON, WI 53713-4236
Preparer
Scott Haumersen CPA
Phone
6082744020
Supplemental Narrative

Financial Statement Notes

PART IV, LINE 2B:

The foundation administered an emergency loan fund where students obtained modest short-term loans for school and/or personal expenses.

PART V, LINE 4:

The foundation's endowment funds provide scholarships to students pursuing associate degrees and technical diplomas and who meet specified criteria, provide assistance to faculty furthering their professional development, and support certain special projects and events.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Investment management fees reported on form 990, part ix, line 11f -15,504.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
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IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0679000
IRS990/GrossReceiptsAmt01798737
IRS990/GrossSalesOfInventoryAmt09976
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt08207
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt05289
IRS990/InformationTechnologyGrp/ProgramServicesAmt03564
IRS990/InformationTechnologyGrp/TotalAmt017060
IRS990/InsuranceGrp/ManagementAndGeneralAmt0997
IRS990/InsuranceGrp/TotalAmt0997
IRS990/InvestmentIncomeGrp/ExclusionAmt0164904
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0164904
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03346393
IRS990/InvestmentsPubTradedSecGrp/EOYAmt04215548
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0667950
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/ExclusionAmt013124
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt013124
IRS990/MissionDesc0PROMOTE LEARNING THROUGH FUNDING AND ACTIVITIES THAT ENABLES SOUTHWEST TECH TO PROVIDE OPPORTUNITIES FOR SUCCESS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt03983470
IRS990/NetAssetsOrFundBalancesEOYAmt04739932
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt011050
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt011050
IRS990/NetIncomeOrLossGrp/ExclusionAmt09976
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt09976
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt037018
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt022132
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt013584
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt08987
IRS990/OfficeExpensesGrp/ProgramServicesAmt01346
IRS990/OfficeExpensesGrp/TotalAmt023917
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0BAD DEBT EXPENSE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0858
IRS990/OtherExpensesGrp/TotalAmt0858
IRS990/OtherRevenueTotalAmt013124
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt02128
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt01400
IRS990/PartialLiquidationInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt02716238
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt03369855
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0137369
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0110751
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0611
IRS990/PrincipalOfficerNm0HOLLY CLENDENEN
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0733106
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0809252
IRS990/PYInvestmentIncomeAmt0285110
IRS990/PYOtherExpensesAmt088643
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt042721
IRS990/PYRevenuesLessExpensesAmt0163042
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0897895
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01060937
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/ReconcilationRevenueExpnssAmt0719444
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt041644
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0369430
IRS990ScheduleA/CollegeOrganizationInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0935990
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0743704
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0759886
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0401436
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0457273
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03298289
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0164904
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0215591
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt065955
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt069299
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt079017
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0594766
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0853491
IRS990ScheduleA/PublicSupportCY170Pct00.82030
IRS990ScheduleA/PublicSupportPY170Pct00.74840
IRS990ScheduleA/PublicSupportTotal170Amt03193509
IRS990ScheduleA/SubstantialContributorsTotAmt0104780
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0935990
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0743704
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0759886
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0401436
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0457273
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03298289
IRS990ScheduleA/TotalSupportAmt03893055
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/ScheduleBRequiredInd01
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.00000
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt054798
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt03013231
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0647315
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt03684124
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt076062
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0159080
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt04642
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt051283
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt02974942
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0261394
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt03013231
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt063772
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0265539
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0373589
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt011132
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt02740060
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt076472
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt02974942
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0113160
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0282702
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt019878
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt02702642
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt079266
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt02740060
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt082210
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt060240
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt025225
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt02649516
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0115238
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt02702642
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt078734
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt041847
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt0501583
IRS990ScheduleD/DonatedServicesUseFcltsAmt0501583
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt0501583
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt015504
IRS990ScheduleD/ExpensesSubtotalAmt0395839
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd01
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt015504
IRS990ScheduleD/NetUnrealizedGainsInvstAmt037018
IRS990ScheduleD/OtherRevenueAmt0-15504
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.74300
IRS990ScheduleD/RevenueNotReportedAmt0523097
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01130787
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION ADMINISTERED AN EMERGENCY LOAN FUND WHERE STUDENTS OBTAINED MODEST SHORT-TERM LOANS FOR SCHOOL AND/OR PERSONAL EXPENSES.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE FOUNDATION'S ENDOWMENT FUNDS PROVIDE SCHOLARSHIPS TO STUDENTS PURSUING ASSOCIATE DEGREES AND TECHNICAL DIPLOMAS AND WHO MEET SPECIFIED CRITERIA, PROVIDE ASSISTANCE TO FACULTY FURTHERING THEIR PROFESSIONAL DEVELOPMENT, AND SUPPORT CERTAIN SPECIAL PROJECTS AND EVENTS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2INVESTMENT MANAGEMENT FEES REPORTED ON FORM 990, PART IX, LINE 11F -15,504.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART IV, LINE 2B:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.25700
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0411343
IRS990ScheduleD/TotalRevenuePerForm990Amt01130787
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01653884
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0897422
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0194270
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS TO STUDENTS PURSUING ASSOCIATE DEGREES AND TECHNICAL DIPLOMAS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt0294
IRS990ScheduleI/RecipientTable/CashGrantAmt092476
IRS990ScheduleI/RecipientTable/IRCSectionDesc0WISCONSIN TECHNICAL
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt022132
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc0SOFTWARE, EQUIPMENT, AND SUPPLIES FOR COLLEGE PROGRAMS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0ASSISTANCE TO VARIOUS COLLEGE PROGRAMS AND STUDENT CLUBS AND ORGANIZATIONS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SOUTHWEST WISCONSIN TECHNICAL COLLEGE
IRS990ScheduleI/RecipientTable/RecipientEIN0391088496
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01800 BRONSON BLVD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0FENNIMORE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0WI

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$10.6$0.03$10.5$4.18$0.97$3.21
2024Detailed filing. Detailed filing data is available for this year.$8.71$0.01$8.69$1.67$1.22$0.45
2023Detailed filing. Detailed filing data is available for this year.$7.62$0.00$7.61$1.24$1.06$0.17
2022Detailed filing. Detailed filing data is available for this year.$6.86$0.01$6.85$2.42$0.72$1.71
2021Detailed filing. Detailed filing data is available for this year.$6.71$0.01$6.71$1.59$0.85$0.74
2020Detailed filing. Detailed filing data is available for this year.$4.70$0.00$4.70$0.62$0.87$0.24
2019Detailed filing. Detailed filing data is available for this year.$4.75$0.01$4.74$1.13$0.41$0.72
2018Detailed filing. Detailed filing data is available for this year.$4.09$0.10$3.98$1.06$0.90$0.16
2017Detailed filing. Detailed filing data is available for this year.$3.97$0.14$3.82$0.89$0.58$0.31
2016Detailed filing. Detailed filing data is available for this year.$5.69$2.09$3.60$1.04$1.09$0.05
2015Detailed filing. Detailed filing data is available for this year.$5.60$1.90$3.70$1.08$0.83$0.25
2014Detailed filing. Detailed filing data is available for this year.$5.40$1.82$3.59$0.83$0.66$0.17
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.96$1.75$3.21$0.74$0.55$0.19
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.44$1.59$2.85$0.48
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.33$1.59$2.74$0.47