Civic Intelligence

Wisys Technology Foundation Inc.

990 • Fiscal year 2013 • EIN 39-1992463

Jul 01, 2012 to Jun 30, 2013 • Filed on Nov 12, 2013

614 Walnut Street 13th FloorMadison, WI 53726
Siviq Scores

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

Liabilities / Assets

79th percentile

0.53x

Higher debt load relative to assets than 79% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

85th percentile

1.12x

Higher debt load relative to revenue than 85% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Net Margin

9th percentile

-31%

Higher net margin than 9% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

7th percentile

-17%

Faster asset growth than 7% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

Down

$1,599,209

Down $323,477 (-17%) from 2012

Net Assets

Down

$745,753

Down $235,175 (-24%) from 2012

Liabilities

Down

$853,456

Down $88,302 (-9.4%) from 2012

Revenue

$761,417

No earlier filing loaded for comparison.

Expenses

Up

$996,592

Up $147,659 (+17%) from 2012

Net Income

-$235,175

No earlier filing loaded for comparison.

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 2011: $1,798,007Liabilities 2011: $786,240Net Assets 2011: $1,011,7672011Assets 2012: $1,922,686Liabilities 2012: $941,758Net Assets 2012: $980,9282012Assets 2013: $1,599,209Liabilities 2013: $853,456Net Assets 2013: $745,7532013Assets 2014: $1,514,930Liabilities 2014: $737,401Net Assets 2014: $777,5292014Assets 2015: $5,830,058Liabilities 2015: $700,486Net Assets 2015: $5,129,5722015Assets 2016: $5,356,749Liabilities 2016: $758,388Net Assets 2016: $4,598,3612016Assets 2017: $4,888,986Liabilities 2017: $729,583Net Assets 2017: $4,159,4032017Assets 2018: $4,194,609Liabilities 2018: $786,776Net Assets 2018: $3,407,8332018Assets 2019: $5,474,558Liabilities 2019: $807,355Net Assets 2019: $4,667,2032019Assets 2020: $4,771,649Liabilities 2020: $1,014,265Net Assets 2020: $3,757,3842020Assets 2021: $4,244,354Liabilities 2021: $919,588Net Assets 2021: $3,324,7662021Assets 2022: $3,945,065Liabilities 2022: $819,419Net Assets 2022: $3,125,6462022Assets 2023: $3,843,590Liabilities 2023: $848,939Net Assets 2023: $2,994,6512023Assets 2024: $3,805,998Liabilities 2024: $1,242,017Net Assets 2024: $2,563,9812024Assets 2025: $3,237,212Liabilities 2025: $887,888Net Assets 2025: $2,349,3242025

Highlighted filing

2013

Assets$1,599,209
Liabilities$853,456
Net Assets$745,753

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $816,5952011Expenses 2012: $848,9332012Revenue 2013: $761,417Expenses 2013: $996,592Net Income 2013: -$235,1752013Revenue 2014: $1,122,433Expenses 2014: $1,120,657Net Income 2014: $1,7762014Revenue 2015: $5,627,468Expenses 2015: $1,275,425Net Income 2015: $4,352,0432015Revenue 2016: $809,043Expenses 2016: $1,340,254Net Income 2016: -$531,2112016Revenue 2017: $947,366Expenses 2017: $1,386,324Net Income 2017: -$438,9582017Revenue 2018: $819,146Expenses 2018: $1,570,716Net Income 2018: -$751,5702018Revenue 2019: $3,114,132Expenses 2019: $1,880,701Net Income 2019: $1,233,4312019Revenue 2020: $1,090,802Expenses 2020: $1,993,882Net Income 2020: -$903,0802020Revenue 2021: $1,305,162Expenses 2021: $2,053,232Net Income 2021: -$748,0702021Revenue 2022: $2,073,604Expenses 2022: $1,829,505Net Income 2022: $244,0992022Revenue 2023: $1,837,439Expenses 2023: $2,082,223Net Income 2023: -$244,7842023Revenue 2024: $2,032,663Expenses 2024: $2,581,624Net Income 2024: -$548,9612024Revenue 2025: $2,578,608Expenses 2025: $3,100,009Net Income 2025: -$521,4012025

Highlighted filing

2013

Revenue$761,417
Expenses$996,592
Net Income-$235,175
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Nov 12, 2013
Return Version
2012v2.1
Gross Receipts
$761,417
Mission and Program Overview

Mission

SEE PART I, LINE 1

Major Activities

Activity 2
Wiscap funding:wiscap is a program to fulfill the unmet research and development needs of small companies by connecting them to the underutilized technical expertise of comprehensive campus faculty and students. The program is expected to lead to the development of joint intellectual property, marketable products, new job creation and long-term revenue for the campuses. Under this program, the state of wisconsin will provide through uw systems, grants, up to $2.0 million total to conduct uw-company research programs. Wisys contributed $54,227 to the program during the fiscal year ending 2012-13.
Activity 3
Witag funding:witag funding was approved by wisys and wisconsin alumni research foundation (warf) for the purpose of stimulating inventions from faculty at uw-system campuses.the witag program will provide funds to hire post-doctoral fellows and research assistants and provide other support for faculty to conduct research and development. The objectives of the program include developing high-value intellectual property and marketable products or processes and collecting validation data to support extramural funding. The funds are granted to and administered by the uw-system administration. Through june 30, 2013, wisys has granted a total of $262,000 for various research projects.
Filing and Contact Details

Filer

EIN
39-1992463
Raw XML AppendixShowing 400 of 525 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/Activity2/Description0WISCAP FUNDING:WISCAP IS A PROGRAM TO FULFILL THE UNMET RESEARCH AND DEVELOPMENT NEEDS OF SMALL COMPANIES BY CONNECTING THEM TO THE UNDERUTILIZED TECHNICAL EXPERTISE OF COMPREHENSIVE CAMPUS FACULTY AND STUDENTS. THE PROGRAM IS EXPECTED TO LEAD TO THE DEVELOPMENT OF JOINT INTELLECTUAL PROPERTY, MARKETABLE PRODUCTS, NEW JOB CREATION AND LONG-TERM REVENUE FOR THE CAMPUSES. UNDER THIS PROGRAM, THE STATE OF WISCONSIN WILL PROVIDE THROUGH UW SYSTEMS, GRANTS, UP TO $2.0 MILLION TOTAL TO CONDUCT UW-COMPANY RESEARCH PROGRAMS. WISYS CONTRIBUTED $54,227 TO THE PROGRAM DURING THE FISCAL YEAR ENDING 2012-13.
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IRS990/Activity3/Description0WITAG FUNDING:WITAG FUNDING WAS APPROVED BY WISYS AND WISCONSIN ALUMNI RESEARCH FOUNDATION (WARF) FOR THE PURPOSE OF STIMULATING INVENTIONS FROM FACULTY AT UW-SYSTEM CAMPUSES.THE WITAG PROGRAM WILL PROVIDE FUNDS TO HIRE POST-DOCTORAL FELLOWS AND RESEARCH ASSISTANTS AND PROVIDE OTHER SUPPORT FOR FACULTY TO CONDUCT RESEARCH AND DEVELOPMENT. THE OBJECTIVES OF THE PROGRAM INCLUDE DEVELOPING HIGH-VALUE INTELLECTUAL PROPERTY AND MARKETABLE PRODUCTS OR PROCESSES AND COLLECTING VALIDATION DATA TO SUPPORT EXTRAMURAL FUNDING. THE FUNDS ARE GRANTED TO AND ADMINISTERED BY THE UW-SYSTEM ADMINISTRATION. THROUGH JUNE 30, 2013, WISYS HAS GRANTED A TOTAL OF $262,000 FOR VARIOUS RESEARCH PROJECTS.
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IRS990/ActivityOrMissionDescription0TO PROVIDE TECHNOLOGY TRANSFER SERVICES FOR THE UNIVERSITY OF WISCONSIN CAMPUSES EXCLUDING THE UNIVERSITY OF WISCONSIN-MADISON. THE MISSION OF WISYS IS TO PROVIDE PROTECTION FOR TECHNOLOGY THROUGH PATENTS OR OTHER METHODS, FOR UW SYSTEMS FACULTY'S DISCOVERIES AND TO NEGOTIATE LICENSE AGREEMENTS THAT ENABLE INDUSTRY TO COMMERCIALIZE INVENTIONS FROM UW-SYSTEMS INSTITUTIONS.
IRS990/ActivityOther/Description0MARSHFIELD CLINIC - PATENT MANAGEMENT:IN 2006, MARSHFIELD CLINIC RESEARCH FOUNDATION (MC) AND WISYS TECHNOLOGY FOUNDATION ENTERED INTO A PARTNERSHIP TO ENHANCE RESEARCH AND DEVELOPMENT IN EACH OF THE INSTITUTIONS, DEVELOP COLLABORATIONS AMONG LEADING EDGE SCIENTISTS AND FOSTER THE TRANSFER OF TECHNOLOGY TO BENEFIT WISCONSIN. THE SPECIFIC ROLE OF WISYS WILL BE TO USE ITS INTELLECTUAL PROPERTY (IP) EXPERTISE TO MANAGE MC INVENTIONS AND FACILITATE COLLABORATIONS BETWEEN UW SCIENTISTS AND MC SCIENTISTS. WISYS WILL USE THE RESOURCES AND EXPERTISE OF WARF TO PATENT-PROTECT APPROPRIATE TECHNOLOGIES AND MARKET THEM. MC WILL BENEFIT FROM WARF'S EXPERTISE WITHOUT HAVING TO DUPLICATE ITS ORGANIZATION INFRASTRUCTURE.THE AGREEMENT OFFERS GREATEST OPPORTUNITY TO BUILD A LONG-STANDING PARTNERSHIP WITH THE SCIENTIFIC TEAMS OF EACH INSTITUTION THROUGH INTER-DISCIPLINARY COLLABORATIONS AND SHARING AND BUILDING OF R&D FUNDS.THE AGREEMENT ALSO PROVIDES AN OPPORTUNITY FOR UW SYSTEM FACULTY TO COLLABORATE WITH TOP-TIER LEADERS IN THE MEDICAL SCIENCES, JOINTLY DEVELOP IP AND BRING FORTH ADVANCEMENTS IN HEALTH CARE THAT OTHERWISE WOULD NOT BE POSSIBLE. IN ADDITION, THE AGREEMENT PROVIDES THE ABILITY TO BRING EXTRAMURAL FUNDING FOR THE SYSTEM AND MC FACULTY THROUGH INTER-DISCIPLINARY RESEARCH.OTHER BENEFITS OF THIS AGREEMENT INCLUDE EMPLOYMENT OF THE WORLD-CLASS INSTITUTIONAL KNOWLEDGE OF WARF IN IP MANAGEMENT AND COMMERCIALIZATION FOR THE COMMON GOOD OF WISCONSIN, ASSISTANCE IN OPTIMIZING A UNIQUE COLLECTION OF HUMAN BIOMATERIALS AND A VAST DATABASE OF HUMAN DISEASES COLLECTED OVER 20 YEARS TO MC TO ADVANCE CUTTING EDGE TECHNOLOGIES IN HUMAN HEALTH CARE THROUGH A MARSHFIELD BRANDING OPTION.KAUFMAN FUNDING:FUNDING IS PROVIDED BY THE EWING MARION KAUFFMAN FOUNDATION IN PARTNERSHIP WITH PRECISION INFORMATION, LLC, UNIVERSITY OF WISCONSIN OFFICE OF CORPORATE, AND WISYS TECHNOLOGY IN CREATING AN ENTREPRENEURSHIP LEARNING TOOL THAT HELPS UW SYSTEM FACULTY, STUDENTS AND STAFF UNDERSTAND KEY BUSINESS TOPICS AND PRINCIPALS THAT COULD HELP THEM CREATE A STARTUP BUSINESS BASED ON THE RESEARCH THEY CONDUCT AT THE UNIVERSITY AND/OR PREPARE THEM FOR HIGH-SKILLED JOBS WORKING FOR OTHERS AS WELL. THE ENTREPRENEURSHIP LEARNING TOOL IS AN ONLINE BASED TOOL. TOPICS COVERED INCLUDE BUSINESS MANAGEMENT, TECHNOLOGY TRANSFER AND NEGOTIATING THE UNIVERSITY ENVIRONMENT WHEN STARTING A BUSINESS. WISCONSIN SCIENCE TECHNOLOGY SYMPOSIUM:THE WISCONSIN SCIENCE & TECHNOLOGY SYMPOSIUM IS SPONSORED BY THE WISCONSIN ECONOMIC DEVELOPMENT CORPORATION AND THE WISCONSIN MEDICAL ENTREPRENEURSHIP FOUNDATION PARTNERS AURORA HEALTH CARE, BAYCARE CLINIC, MARSHFIELD CLINIC APPLIED SCIENCES AND WISYS TECHNOLOGY FOUNDATION, AND JOINTLY ORGANIZED BY MARSHFIELD CLINIC AND WISYS, THE EVENT HIGHLIGHTS GROUNDBREAKING RESEARCH THROUGHOUT THE STATE AND FOCUSED ON THE ESTABLISHMENT OF COLLABORATIVE PARTNERSHIPS TO ACCELERATE INNOVATIVE RESEARCH. THIS YEARS' ATTENDANCE WAS 150 PARTICIPANTS.
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IRS990/Description0PATENTING & LICENSING:WISYS ACTS AS A TECHNOLOGY TRANSFER OFFICE PROVIDING SERVICES FOR UW SYSTEM INSTITUTIONS.DURING FISCAL 2012-13, WISYS REVIEWED 26 NEW INVENTION DISCLOSURES RECEIVED FROM UW-SYSTEM FACULTY AND ACCEPTED 8 OF THE DISCLOSURES FOR FURTHER STUDY AND PATENTING. DURING FISCAL 2012-13, WISYS APPLIED FOR 20 U.S. PATENTS AND DERIVATIVES. IN ADDITION WISYS RECEIVED 6 U.S. ISSUED PATENTS AND 4 FOREIGN ISSUED PATENTS. WISYS COMPLETED 6 NEW LICENSE AND OPTIONS AGREEMENTS AND 5 NEW MATERIAL TRANSFER AGREEMENTS.WISYS OPERATES ITS OFFICES LOCATED AT 614 WALNUT STREET, MADISON, WISCONSIN WITH 5.68 EMPLOYEES.
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IRS990/RevenuesLessExpensesPriorYear0-30839
IRS990/SalariesEtcCurrentYear0511440
IRS990/SalariesEtcPriorYear0499869
IRS990ScheduleA/ContribBy35ControlledEntity00
IRS990ScheduleA/ContribByControllingIndividual00
IRS990ScheduleA/ContributionByRelatedParty00
IRS990ScheduleA/SumOfAmounts00
IRS990ScheduleA/SupportedOrgInformation/Amount00
IRS990ScheduleA/SupportedOrgInformation/EIN0391805963
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IRS990ScheduleA/SupportedOrgInformation/Name/BusinessNameLine10UNIVERSITY OF WISCONSIN SYSTEM
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IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0RESTRICTED
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IRS990/ScheduleBRequired01
IRS990ScheduleC/GrassrootsCeilingAmount058350
IRS990ScheduleC/GrassrootsNontaxableAmount2/CurrentYearMinus2020371
IRS990ScheduleC/GrassrootsNontaxableAmount2/CurrentYearMinus3018529
IRS990ScheduleC/GrassrootsNontaxableAmount2/Total038900
IRS990ScheduleC/LimitedControlProvisionsApply0X
IRS990ScheduleC/LobbyingCeilingAmount0233400
IRS990ScheduleC/LobbyingNontaxableAmount2/CurrentYearMinus2081483
IRS990ScheduleC/LobbyingNontaxableAmount2/CurrentYearMinus3074117
IRS990ScheduleC/LobbyingNontaxableAmount2/Total0155600
IRS990ScheduleC/TotalLobbyingExpenditures2/CurrentYearMinus20850
IRS990ScheduleC/TotalLobbyingExpenditures2/CurrentYearMinus302250
IRS990ScheduleC/TotalLobbyingExpenditures2/Total03100
IRS990ScheduleD/Equipment/BookValue00
IRS990ScheduleD/Equipment/Depreciation03783
IRS990ScheduleD/Equipment/OtherCostOrOtherBasis03783
IRS990ScheduleD/ExpensesNotRptdF99000
IRS990ScheduleD/ExpensesNotRptdOnFinStmt00
IRS990ScheduleD/ExpensesSubtotal0996592
IRS990ScheduleD/FootnoteInPartXIII0X
IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation0THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAX AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE FOUNDATION IS ALSO EXEMPT FROM STATE INCOME TAX. THE FOUNDATION FOLLOWS GUIDANCE RELATIVE TO THE 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 FOUNDATION 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 FOUNDATION, 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. FORM 990 FILED BY THE FOUNDATION IS SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE (IRS) UP TO THREE YEARS FROM THE EXTENDED DUE DATE OF EACH RETURN. FORMS 990 FILED BY THE FOUNDATION ARE NO LONGER SUBJECT TO EXAMINATION BY THE IRS FOR FISCAL YEARS BEFORE 2010.
IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier0DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:
IRS990ScheduleD/Form990ScheduleDPartXIII/ReturnReference0PART X, LINE 2:
IRS990ScheduleD/OtherLiabilities/Amount0370379
IRS990ScheduleD/OtherLiabilities/Amount11808
IRS990ScheduleD/OtherLiabilities/Description0DEPOSITS FROM UW SYSTEM
IRS990ScheduleD/OtherLiabilities/Description1DUE TO WARF
IRS990ScheduleD/RevenueNotRptdF99000
IRS990ScheduleD/RevenueNotRptdOnFinStmt00
IRS990ScheduleD/RevenueSubtotal0761417
IRS990ScheduleD/TotalExpensesPerForm9900996592
IRS990ScheduleD/TotalOfAmounts0372187
IRS990ScheduleD/TotalOfBookValueLandBuildings00
IRS990ScheduleD/TotalRevenuePerForm9900761417
IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt0996592
IRS990ScheduleD/TotRevenueEtcAuditedFinclStmt0761417
IRS990ScheduleI/Form990ScheduleIPartIV/Explanation0SCHEDULE I, PART I, LINE 2: THERE ARE THREE TYPES OF GRANTS AWARDED OR FACILITATED BY WISYS: UW SYSTEM GRANTS (ARG, PDF, SPECIAL GRANTS). WISYS FACILITATES AWARDING A NUMBER OF UW GRANTS SUCH AS ARG, PDF, AND SPECIAL GRANTS. FOLLOWING UW SYSTEM APPROVED PROCEDURES, WISYS SCREENS GRANT APPLICATIONS FROM ALL 26 CAMPUSES (USING EXTERNAL AND INTERNAL EXPERT REVIEW COMMITTEES). GRANT APPLICATIONS FROM FACULTY IS IN A STANDARDIZED FORMAT, AVAILABLE ON THE WEB SITES OF UW SYSTEM, CAMPUSES AND WISYS. A BOILER PLATE IS PROVIDED TO RECEIVE PROJECT DESCRIPTION, OBJECTIVES, TECHNOLOGY, MARKET, IP, MILESTONES, AND TIMELINES. WISYS AND THE REVIEW COMMITTEE ASSESS TECHNOLOGY, IP, MARKET, COST AND LICENSING ASPECTS TO DETERMINE THE ELIGIBILITY FOR FUNDING. WISYS MANAGES THE REVIEW PROCESS AND PROVIDES RECOMMENDATION TO UW SYSTEM. UW SYSTEM THEN AWARDS AND MANAGES FUNDING TO THE FACULTY. WISYS DOES NOT MANAGE THE BUDGET OR ACCOUNTS, BUT MONITORS THE PROJECTS AND REPORTS TO UW SYSTEM. THE AWARD INFORMATION IS PUBLISHED ON THE WEB SITE OF UW SYSTEM. STATE GRANTS (WISCAP). IN ONE OCCASION STATE HAD ALLOCATED FUNDS TO UW SYSTEM TO BE USED BY WISYS TO AWARD GRANTS TO UW 4 AND 2 YEAR CAMPUSES. FOLLOWING UW SYSTEM'S APPROVED PROCESS, WISYS SCREENS APPLICATIONS AND SUBMITS RECOMMENDATION TO UW SYSTEM. THE REVIEW PROCESS IS CONDUCTED INTERNALLY AND NO EXTERNAL REVIEW COMMITTEE IS SET UP, BUT ASSESSMENT OF ELIGIBILITY OF PARTIES, MARKET, TECHNOLOGY, COST AND IP ARE CONDUCTED. RISK ASSESSMENT OF EACH PROJECT IS ALSO CONDUCTED AND REPORTED TO UW SYSTEM. UPON APPROVAL, UW SYSTEM PROVIDES FUNDS TO WISYS WHICH THEN PASS ON TO UW CAMPUSES. THE GRANT WAS SPECIALLY DESIGNED TO WORK WITH WISCONSIN SMALL COMPANIES. WISYS MONITORS THE PROJECT AND SUBMITS REPORTS TO UW SYSTEM. ANNUAL REPORTS FOR WISCAP IS THEN SENT TO STATE FISCAL BUREAU. WISYS HAS OPERATIONAL RESPONSIBILITY FOR THIS GRANT, BUT UW SYSTEM HAS OVERSIGHT. THE APPLICATION, SCREENING PROCESS, ELIGIBILITY ARE ALL AVAILABLE THROUGH WISYS WEB SITE. WISYS GRANT (WITAG). WARF PROVIDED FUNDS TO WISYS TO BE USED IN RESEARCH AND DEVELOPMENT AND TECHNOLOGY TRANSFER. WISYS FOLLOWS THE SAME PROCEDURES FOR WITAG AS ARG AND WISCAP IN SCREENING APPLICATIONS AND ELIGIBILITY DETERMINATION EXCEPT THAT NO EXTERNAL REVIEW COMMITTEE IS SET UP. WITAG CAN BE USED FOR 4 AND 2 YEAR CAMPUS R&D PROJECTS AND OTHER TECHNOLOGY TRANSFER ACTIVITIES. WISYS MONITORS THE PROJECTS AND REQUESTS REPORTS FROM FACULTY. WISYS MANAGES THIS FUND AND HAS OPERATIONAL AND OVERSIGHT RESPONSIBILITIES. WISYS MAINTAINS RESEARCH PROJECT DESCRIPTIONS (TECHNICAL PLANS, BUDGET, MILESTONES ETC), RESEARCH REPORTS AND OUTCOMES. DOCUMENTATION REGARDING ANY IP ORIGINATING FROM EACH PROJECT IS ALSO MAINTAINED. EACH PROJECT FUNDING IS MONITORED AND GRANT ADMINISTRATORS ARE ASKED TO SUBMIT DETAILS OF BUDGET TO WISYS, WHICH IS THEN PASSED ON TO UW SYSTEM (ONLY FOR ARG, WISCAP, PDF AND SPECIAL FUNDS). ANY CHANGES IN BUDGET REQUIRES WRITTEN PERMISSION FROM WISYS AND/OR UW SYSTEM. WISYS REQUESTS ANY UNSPENT MONEY (FROM WISCAP OR WITAG) TO BE REMITTED TO WISYS.
IRS990ScheduleI/Form990ScheduleIPartIV/Identifier0PROCEDURE FOR MONITORING GRANTS IN THE U.S.:
IRS990ScheduleI/Form990ScheduleIPartIV/ReturnReference0PART I, LINE 2:
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine10800 ALGOMA BLVD
IRS990ScheduleI/RecipientTable/AddressUS/City0OSHKOSH
IRS990ScheduleI/RecipientTable/AddressUS/State0WI
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode0549018622
IRS990ScheduleI/RecipientTable/AmountOfCashGrant021549
IRS990ScheduleI/RecipientTable/EINOfRecipient0391805963
IRS990ScheduleI/RecipientTable/IRCSection0115
IRS990ScheduleI/RecipientTable/PurposeOfGrant0GRANT PROVIDED UNDER THE WITAG PROGRAM. SEE PART IV FOR DETAIL.
IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine10UNIVERSITY OF WISCONSIN-OSHKOSH
IRS990ScheduleI/RecordsMaintained01
IRS990ScheduleI/TotalNbrOf501C3AndGovtGrants01
IRS990ScheduleJ/AnyNonFixedPayments00
IRS990ScheduleJ/BoardOrCommitteeApproval0X
IRS990ScheduleJ/CompBasedNetEarningsFilingOrg00
IRS990ScheduleJ/CompBasedNetEarningsRelateOrgs00
IRS990ScheduleJ/CompBasedOnRevenueOfFilingOrg00
IRS990ScheduleJ/CompBasedOnRevenueRelatedOrgs00
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IRS990ScheduleJ/CompensationSurvey0X
IRS990ScheduleJ/EquityBasedCompArrangement00
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IRS990ScheduleJ/Form990ScheduleJPartII/BonusFilingOrg021555
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IRS990ScheduleJ/Form990ScheduleJPartII/CompBasedOnRelatedOrgs00
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IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990RelatedOrgs00
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompFilingOrg084209
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompRelatedOrgs00
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson0MALIYAKAL E JOHN
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsFilingOrg09138
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsRelatedOrgs00
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationRelatedOrgs00
IRS990ScheduleJ/Form990ScheduleJPartII/Title0INTERIM EXECUTIVE DIRECTOR
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationFilingOrg0262224
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs00
IRS990ScheduleJ/IndependentConsultant0X
IRS990ScheduleJ/InitialContractException00
IRS990/ScheduleJRequired01
IRS990ScheduleJ/SeverancePayment00
IRS990ScheduleJ/SupplementalNonqualRetirePlan00
IRS990ScheduleO/GeneralExplanation/Explanation0TWO (2) MEMBERS OF THE BOARD SHALL BE APPOINTED BY THE WISCONSIN ALUMNI RESEARCH FOUNDATION; TWO (2) MEMBERS OF THE BOARD SHALL BE APPOINTED BY THE UNIVERSITY OF WISCONSIN-MADISON; TWO (2) MEMBERS OF THE BOARD SHALL BE APPOINTED BY UW SYSTEM; AND THE REMAINDER OF THE BOARD SHALL BE SELECTED BY A MAJORITY VOTE OF TRUSTEES.
IRS990ScheduleO/GeneralExplanation/Explanation1THE FORM 990 IS INITIALLY REVIEWED AND APPROVED BY THE CFO, CONTROLLER AND OTHER MEMBERS OF THE MANAGEMENT TEAM. AN ELECTRONIC COPY OF THE FINAL VERSION OF THE FORM 990 IS SUBSEQUENTLY PROVIDED TO THE BOARD OF TRUSTEES FOR REVIEW PRIOR TO FILING.
IRS990ScheduleO/GeneralExplanation/Explanation2WISYS MANAGING DIRECTOR REQUIRES THAT THE TRUSTEES REVIEW THE CONFLICT OF INTEREST POLICY AND COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE ANNUALLY. WISYS 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 WISYS EMPLOYEES SIGN A CONFLICT OF INTEREST AGREEMENT. THE AGREEMENT REQUIREMENTS ARE REVIEWED ANNUALLY AT AN EMPLOYEE MEETING. THE HR DEPARTMENT AND THE LEGAL COUNCIL ALSO REVIEW ANY CONFLICTS.
IRS990ScheduleO/GeneralExplanation/Explanation3A) THE ORGANIZATION RETAINS AN INDEPENDENT HUMAN RESOURCES CONSULTING FIRM SPECIALIZING IN COMPENSATION ACTIVITIES TO REVIEW COMPENSATION FOR THE EXECUTIVE DIRECTOR. THE CONSULTANT WORKS WITH HUMAN RESOURCES, BUT REPORTS TO THE BOARD PRESIDENT. B) EVERY THREE YEARS, MOST OFTEN IN APRIL, THE CONSULTANT PROVIDES COMPARATIVE COMPENSATION DATA TO THE BOARD PRESIDENT. C) THE BOARD PRESIDENT REVIEWS A WRITTEN SUMMARY OF EXECUTIVE ACCOMPLISHMENTS FOR THE FISCAL YEAR BY JULY 31. THIS INFORMATION MAY BE SHARED WITH THE BOARD'S EXECUTIVE COMMITTEE. D) THE BOARD PRESIDENT REVIEWS THE EXECUTIVE EVALUATION, EXECUTIVE DIRECTOR'S PERFORMANCE AND DETERMINES THE COMPENSATION ADJUSTMENT. ANY INCREASE IS EFFECTIVE JULY 1. E) THE OUTSIDE CONSULTANT PROVIDES A LETTER TO THE BOARD PRESIDENT 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.
IRS990ScheduleO/GeneralExplanation/Explanation4THESE DOCUMENTS ARE NOT MADE AVAILABLE.
IRS990ScheduleO/GeneralExplanation/Explanation5NO CHANGES FROM THE PRIOR YEAR.
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/GeneralExplanation/ReturnReference5FORM 990, PART XII, LINE 2C
IRS990/ScheduleORequired01

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.24$0.89$2.35$2.58$3.10$0.52
2024Detailed filing. Detailed filing data is available for this year.$3.81$1.24$2.56$2.03$2.58$0.55
2023Detailed filing. Detailed filing data is available for this year.$3.84$0.85$2.99$1.84$2.08$0.24
2022Detailed filing. Detailed filing data is available for this year.$3.95$0.82$3.13$2.07$1.83$0.24
2021Detailed filing. Detailed filing data is available for this year.$4.24$0.92$3.32$1.31$2.05$0.75
2020Detailed filing. Detailed filing data is available for this year.$4.77$1.01$3.76$1.09$1.99$0.90
2019Detailed filing. Detailed filing data is available for this year.$5.47$0.81$4.67$3.11$1.88$1.23
2018Detailed filing. Detailed filing data is available for this year.$4.19$0.79$3.41$0.82$1.57$0.75
2017Detailed filing. Detailed filing data is available for this year.$4.89$0.73$4.16$0.95$1.39$0.44
2016Detailed filing. Detailed filing data is available for this year.$5.36$0.76$4.60$0.81$1.34$0.53
2015Detailed filing. Detailed filing data is available for this year.$5.83$0.70$5.13$5.63$1.28$4.35
2014Detailed filing. Detailed filing data is available for this year.$1.51$0.74$0.78$1.12$1.12$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.60$0.85$0.75$0.76$1.00$0.24
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.92$0.94$0.98$0.85
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.80$0.79$1.01$0.82