Civic Intelligence

University of Wisconsin Oshkosh

EIN 39-6076856 • 501(c)3 • Oshkosh, WI

Profile

To be a proactive leader in helping shape and refine the vision of excellence of the university of wisconsin - oshkosh through: raising the awareness of the need for private support for educational priorities; building relationships to connect community resources with university needs; meeting donor interests; expanded resource development programs; and prudent fiscal responsibility and asset management in support of the university community with special emphasis on the faculty/student relationship.

625 Pearl AvenueOshkosh, WI 54901

www.uwosh.edu/FOUNDATION

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

8th percentile

0.00x

Higher debt load relative to assets than 8% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2025

Liabilities / Revenue

11th percentile

0.03x

Higher debt load relative to revenue than 11% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2025

Net Margin

48th percentile

3.7%

Higher net margin than 48% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2025

Top Officer Pay

14th percentile

$115,376

Higher top officer pay than 14% of similar nonprofits.

Top officer pay equals 2.6% of source-year revenue.

501(c)3 • $25M-$50M nonprofits • Source year 2025

Asset Growth

51st percentile

5.3%

Faster asset growth than 51% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2024 to 2025

Revenue Growth

6th percentile

-37%

Faster revenue growth than 6% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets8th percentile

Assets

Up

$49,397,245

Up $2,505,737 (+5.3%) from 2024

Liabilities

Down

$115,705

Down $209,125 (-64%) from 2024

Net Assets

Up

$49,281,540

Up $2,714,862 (+5.8%) from 2024

Operations
Liabilities / Revenue11th percentileNet Margin48th percentile

Revenue

Down

$4,433,150

Down $2,548,407 (-37%) from 2024

Expenses

Up

$4,267,843

Up $1,399,089 (+49%) from 2024

Net Income

Down

$165,307

Down $3,947,496 (-96%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth51st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60M$40M$20M$0Assets 2011: $21,367,000Liabilities 2011: $3,236,272Net Assets 2011: $18,130,7282011Assets 2012: $22,474,904Liabilities 2012: $4,075,325Net Assets 2012: $18,399,5792012Assets 2013: $35,563,640Liabilities 2013: $13,147,198Net Assets 2013: $22,416,4422013Assets 2014: $30,679,080Liabilities 2014: $12,331,859Net Assets 2014: $18,347,2212014Assets 2015: $30,227,237Liabilities 2015: $11,119,494Net Assets 2015: $19,107,7432015Assets 2016: $30,621,481Liabilities 2016: $9,600,593Net Assets 2016: $21,020,8882016Assets 2017: $40,524,155Liabilities 2017: $7,476,211Net Assets 2017: $33,047,9442017Assets 2018: $40,235,886Liabilities 2018: $7,759,495Net Assets 2018: $32,476,3912018Assets 2019: $31,881,726Liabilities 2019: $1,290,442Net Assets 2019: $30,591,2842019Assets 2020: $32,365,613Liabilities 2020: $1,303,728Net Assets 2020: $31,061,8852020Assets 2021: $38,834,689Liabilities 2021: $1,137,817Net Assets 2021: $37,696,8722021Assets 2022: $33,735,933Liabilities 2022: $259,913Net Assets 2022: $33,476,0202022Assets 2023: $40,715,092Liabilities 2023: $549,745Net Assets 2023: $40,165,3472023Assets 2024: $46,891,508Liabilities 2024: $324,830Net Assets 2024: $46,566,6782024Assets 2025: $49,397,245Liabilities 2025: $115,705Net Assets 2025: $49,281,5402025

Highlighted filing

2025

Assets$49,397,245
Liabilities$115,705
Net Assets$49,281,540
Open 2025 Filing

Operations Trend

Revenue Growth6th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$15M$10M$5.0M$0-$5.0M-$10MRevenue 2011: $3,227,100Expenses 2011: $2,886,596Net Income 2011: $340,5042011Expenses 2012: $4,122,0272012Revenue 2013: $10,107,905Expenses 2013: $7,036,559Net Income 2013: $3,071,3462013Revenue 2014: $4,113,842Expenses 2014: $10,274,972Net Income 2014: -$6,161,1302014Revenue 2015: $3,705,838Expenses 2015: $2,464,313Net Income 2015: $1,241,5252015Revenue 2016: $5,091,421Expenses 2016: $2,583,181Net Income 2016: $2,508,2402016Revenue 2017: $3,190,853Expenses 2017: $4,889,115Net Income 2017: -$1,698,2622017Revenue 2018: $1,822,183Expenses 2018: $3,034,093Net Income 2018: -$1,211,9102018Revenue 2019: $5,338,019Expenses 2019: $1,642,304Net Income 2019: $3,695,7152019Revenue 2020: $2,236,177Expenses 2020: $1,527,019Net Income 2020: $709,1582020Revenue 2021: $3,192,332Expenses 2021: $1,859,485Net Income 2021: $1,332,8472021Revenue 2022: $9,744,110Expenses 2022: $2,198,199Net Income 2022: $7,545,9112022Revenue 2023: $6,661,110Expenses 2023: $3,181,439Net Income 2023: $3,479,6712023Revenue 2024: $6,981,557Expenses 2024: $2,868,754Net Income 2024: $4,112,8032024Revenue 2025: $4,433,150Expenses 2025: $4,267,843Net Income 2025: $165,3072025

Highlighted filing

2025

Revenue$4,433,150
Expenses$4,267,843
Net Income$165,307
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$49,397,245
Liabilities
$115,705
Net assets
$49,281,540
Revenue
$4,433,150
Expenses
$4,267,843
Net income
$165,307
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$49.4$0.12$49.3$4.43$4.27$0.17
2024Detailed filing. Detailed filing data is available for this year.$46.9$0.32$46.6$6.98$2.87$4.11
2023Detailed filing. Detailed filing data is available for this year.$40.7$0.55$40.2$6.66$3.18$3.48
2022Detailed filing. Detailed filing data is available for this year.$33.7$0.26$33.5$9.74$2.20$7.55
2021Detailed filing. Detailed filing data is available for this year.$38.8$1.14$37.7$3.19$1.86$1.33
2020Detailed filing. Detailed filing data is available for this year.$32.4$1.30$31.1$2.24$1.53$0.71
2019Detailed filing. Detailed filing data is available for this year.$31.9$1.29$30.6$5.34$1.64$3.70
2018Detailed filing. Detailed filing data is available for this year.$40.2$7.76$32.5$1.82$3.03$1.21
2017Detailed filing. Detailed filing data is available for this year.$40.5$7.48$33.0$3.19$4.89$1.70
2016Detailed filing. Detailed filing data is available for this year.$30.6$9.60$21.0$5.09$2.58$2.51
2015Detailed filing. Detailed filing data is available for this year.$30.2$11.1$19.1$3.71$2.46$1.24
2014Detailed filing. Detailed filing data is available for this year.$30.7$12.3$18.3$4.11$10.3$6.16
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$35.6$13.1$22.4$10.1$7.04$3.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.5$4.08$18.4$4.12
2011Summary only. Only limited summary data is available for this year.$21.4$3.24$18.1$3.23$2.89$0.34
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 5, 2025
Return Version
2024v5.2
Gross Receipts
$9,834,308
Mission and Program Overview

Mission

To be a proactive leader in helping shape and refine the vision of excellence of the university of wisconsin - oshkosh through: raising the awareness of the need for private support for educational priorities; building relationships to connect community resources with university needs; meeting donor interests; expanded resource development programs; and prudent fiscal responsibility and asset management in support of the university community with special emphasis on the faculty/student relationship.

To support and advance the educational mission of the university of wisconsin oshkosh through the solicitation of contributions of gifts of monetary support, real property or other personal property from individuals, associations, corporations, or other entities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$42,906,668$47,548,629▲ $4,641,961
Pledges and Grants Receivable$2,754,527$1,310,817▼ $1,443,710
Cash and Non-Interest-Bearing Accounts$782,963$258,690▼ $524,273
Savings and Temporary Cash Investments$340,270$170,433▼ $169,837
Prepaid Expenses and Deferred Charges$88,580$90,176▲ $1,596
Land, Buildings, and Equipment, Net$18,500$18,500→ $0
Total Assets$46,891,508$49,397,245▲ $2,505,737
Liabilities
Accounts Payable and Accrued Expenses$324,830$115,705▼ $209,125
Total Liabilities$324,830$115,705▼ $209,125
Net Assets / Fund Balance
Net Assets With Donor Restrictions$40,417,587$41,450,313▲ $1,032,726
Net Assets Without Donor Restrictions$6,149,091$7,831,227▲ $1,682,136
Total Net Assets Fund Balance$46,566,678$49,281,540▲ $2,714,862
Total Liabilities and Net Assets / Fund Balance$46,891,508$49,397,245▲ $2,505,737

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$59,805$59,805
Land$18,500-$18,500

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2025$36,318,158$1,595,179▲ $2,733,908$710,051$39,937,194
2024$31,732,106$1,814,702▲ $3,327,198$555,848$36,318,158
2023$25,431,284$5,038,636▲ $2,012,894$750,708$31,732,106
2022$30,609,162$1,054,590▼ $5,658,471$573,997$25,431,284
2021$23,639,105$1,770,624▲ $5,875,627$676,194$30,609,162
Compensation and Service Providers
Top Officer Pay14th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Greg GilesFormer Executive DirectorFT$106,830$8,546$115,376
Brooke TabbertInterim Executive Director (left May 2025)FT$61,111-$61,111
Timothy C MulloyInterim Finance Director (left Jan 2025)-$17,155-$17,155

Board Members and Trustees

NameTitle
James HoffmanPast Chair
Holly BrennerPresident
David PaulyDirector
H Gene DrecktrahDirector
John KokerDirector
Jon DudzinskiDirector
Katrina FineDirector
Michael HochholzerDirector
Norbert S Hill JrDirector
Scott BarrDirector
William EversonDirector
Micki Dirks-luebbeExecutive Director (start May 2025)
Janet TierneySecretary
Chad DurkeeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,720,358
Program Service Revenue
$3,140
Investment Income
$1,633,079
Other Revenue
$76,573
All Other Contributions
$2,720,358
Change in Net Assets
$165,307

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded4$121,809Fair Market Value (FMV)
Other Non Cash Contri Table2$4,889Fair Market Value (FMV)
Other Non Cash Contri Table8$2,110Fair Market Value (FMV)
Other Non Cash Contri Table1$1,496Fair Market Value (FMV)
Other Non Cash Contri Table1$100Fair Market Value (FMV)
Other Non Cash Contri Table1$1Fair Market Value (FMV)
Total Noncash Contributions17$130,405-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,279,804
Other Expenses$1,754,845
Salaries, Compensation, and Employee Benefits$233,194
Total Fundraising Expense$57,568
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$1,165,616--$1,165,616
Grants to Domestic Orgs$1,114,188--$1,114,188
Current Officers, Directors, Trustees, and Key Employees$55,494$80,851$27,746$164,091
Fees for Service Investment Mgmnt Fees-$124,359-$124,359
Information Technology$234$78,665$677$79,576
Fees for Services Other-$53,683-$53,683
Other Salaries and Wages$4,230$46,169$2,117$52,516
All Other Expenses$39,563$51$5,607$45,221
Fees for Services Accounting-$44,835-$44,835
Payroll Taxes$5,609$8,173$2,805$16,587
Conferences and Meetings-$11,501-$11,501
Insurance-$11,122-$11,122
Office Expenses$4,047$1,158$5,735$10,940
Travel$6,818$2,372$937$10,127
Advertising--$6,083$6,083
Fees for Services Legal-$5,240-$5,240
Other Expenses$20,556$-33,737$5,861$-33,737
Total Functional Expenses$2,416,355$1,793,920$57,568$4,267,843
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University of Wisconsin - OshkoshOshkosh, WI501(c)(3)Support for Uw Oshkosh Athletic Teams$552,293
University of Wisconsin - OshkoshOshkosh, WI501(c)(3)Support to Various Uw Oshkosh Departments$307,395
University of Wisconsin - OshkoshOshkosh, WI501(c)(3)Support to Uw Oshkosh Whitburn Center$116,583
Greater Oshkosh Economic Development CorporationOshkosh, WI501(c)(6)Support Campus Efforts to Directly Integrate Students With Local Businesses$75,000
University of Wisconsin - OshkoshOshkosh, WI501(c)(3)Provide Professorships to Uw Oshkosh Professors$39,321
University of Wisconsin - OshkoshOshkosh, WI501(c)(3)Provide Awards & Recognition to Outstanding Uw Oshkosh Employees$15,000
University of Wisconsin - OshkoshOshkosh, WI501(c)(3)Clothing, Equipment, and Supplies$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
Yes
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Gaming Gross Income$91,695
Gaming Direct Expenses$16,000
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
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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
No

Governance Explanations

Form 990, Part VI, Section A, Line 1A

“The organization has an executive committee which has the powers and duties of the board in between board meetings. The executive committee shall consist of the chair, the past chair, the vice chair, the chancellor and the president of the foundation, and a minimum of one additional director. The executive committee shall serve to expedite, facilitate and coordinate the work of the directors by reviewing recommendations by committees, affiliate groups, the foundation president and the university chancellor; review and approve the foundation's annual budget to be ratified by the board; ascertain the appropriateness of matters for director's consideration; and, secure necessary committee or staff work and approvals before recommendations are presented to the directors.”

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

“Treasurer will review the 990.”

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

“The board of directors are required to sign the conflict of interest policy annually.”

Form 990, Part VI, Section C, Line 19

“The governing documents, conflict of interest policy, and financial statements, are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
University of Wisconsin Oshkosh
EIN
39-6076856
Phone
9204242178
Address
625 PEARL AVENUE, OSHKOSH, WI 54901

Signing Officer

Name
Chad Durkee
Title
Treasurer
Phone
9204242178
Signed
2025-11-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Micki Dirks-luebbe
Formed
1963
Legal Domicile
Wi
Voting Board Members
13
Independent Board Members
13
Employees
4
Volunteers
13

Preparer

Firm
Cliftonlarsonallen Llp
Address
8215 GREENWAY BOULEVARD SUITE 600, MIDDLETON, WI 53562
Preparer
Kimberly Anderson
Phone
6086628600
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The organization's oversight and selection processes have not changed from the prior year.”

Financial Statement Notes

PART V, LINE 4:

“Endowed funds are used for university student scholarships and awards, athletics, alumni activities, professorships and programs.”

PART X, LINE 2:

“The foundation is organized as a wisconsin nonprofit corporation and has been recognized by the internal revenue service (irs) as exempt from federal income taxes under internal revenue code (irc) section 501(a) as an organization described in irc section 501(c)(3), qualifies for the charitable contribution deduction under irc section 170(b)(1)(a), and has been determined not to be a private foundation under irc section 509(a)(3). The foundation is required to file a return of organization exempt from income tax (form 990) with the irs. In addition, the foundation is subject to income tax on net income that is derived from business activities that are unrelated to the foundation's exempt purposes. The foundation has determined that it is not subject to unrelated business tax in the current year.”

Raw XML AppendixShowing 400 of 789 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/Form990PartVIISectionAGrp/PersonNm3HOLLY BRENNER
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IRS990/Form990PartVIISectionAGrp/PersonNm11KATRINA FINE
IRS990/Form990PartVIISectionAGrp/PersonNm12NORBERT S HILL JR
IRS990/Form990PartVIISectionAGrp/PersonNm13MICHAEL HOCHHOLZER
IRS990/Form990PartVIISectionAGrp/PersonNm14JOHN KOKER
IRS990/Form990PartVIISectionAGrp/PersonNm15DAVID PAULY
IRS990/Form990PartVIISectionAGrp/PersonNm16GREG GILES
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IRS990/Form990PartVIISectionAGrp/TitleTxt0EXECUTIVE DIRECTOR (START MAY 2025)
IRS990/Form990PartVIISectionAGrp/TitleTxt1INTERIM FINANCE DIRECTOR (LEFT JAN 2025)
IRS990/Form990PartVIISectionAGrp/TitleTxt2INTERIM EXECUTIVE DIRECTOR (LEFT MAY 2025)
IRS990/Form990PartVIISectionAGrp/TitleTxt3PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4PAST CHAIR
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IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
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IRS990/MissionDesc0TO BE A PROACTIVE LEADER IN HELPING SHAPE AND REFINE THE VISION OF EXCELLENCE OF THE UNIVERSITY OF WISCONSIN - OSHKOSH THROUGH: RAISING THE AWARENESS OF THE NEED FOR PRIVATE SUPPORT FOR EDUCATIONAL PRIORITIES; BUILDING RELATIONSHIPS TO CONNECT COMMUNITY RESOURCES WITH UNIVERSITY NEEDS; MEETING DONOR INTERESTS; EXPANDED RESOURCE DEVELOPMENT PROGRAMS; AND PRUDENT FISCAL RESPONSIBILITY AND ASSET MANAGEMENT IN SUPPORT OF THE UNIVERSITY COMMUNITY WITH SPECIAL EMPHASIS ON THE FACULTY/STUDENT RELATIONSHIP.
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