Civic Intelligence

UW-Whitewater Foundation Inc.

990 • Fiscal year 2020 • EIN 39-6081189

Jul 01, 2019 to Jun 30, 2020 • Filed on May 12, 2021

Organization ProfileWWW.UWW.EDU/FOUNDATION
800 West Main StreetWhitewater, WI 53190-1790

(262) 472-1105

Siviq Scores

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

Liabilities / Assets

8th percentile

0.00x

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

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Liabilities / Revenue

11th percentile

0.04x

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

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Net Margin

46th percentile

2.9%

Higher net margin than 46% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Top Officer Pay

13th percentile

$104,902

Higher top officer pay than 13% of similar nonprofits.

Top officer pay equals 3.2% of source-year revenue.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Asset Growth

11th percentile

-4.4%

Faster asset growth than 11% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Revenue Growth

31st percentile

-5.3%

Faster revenue growth than 31% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets8th percentile

Assets

Down

$35,034,932

Down $1,630,949 (-4.4%) from 2019

Net Assets

Down

$34,891,833

Down $959,644 (-2.7%) from 2019

Liabilities

Down

$143,099

Down $671,305 (-82%) from 2019

Revenue And Expenses
Liabilities / Revenue11th percentileNet Margin46th percentile

Revenue

Down

$3,260,562

Down $183,885 (-5.3%) from 2019

Expenses

Down

$3,165,413

Down $780,550 (-20%) from 2019

Net Income

Up

$95,149

Up $596,665 (+119%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth11th percentile

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

$60M$40M$20M$0Assets 2010: $17,073,197Liabilities 2010: $1,181,013Net Assets 2010: $15,892,1842010Assets 2011: $19,482,127Liabilities 2011: $666,606Net Assets 2011: $18,815,5212011Assets 2012: $21,005,964Liabilities 2012: $448,816Net Assets 2012: $20,557,1482012Assets 2013: $23,236,371Liabilities 2013: $767,225Net Assets 2013: $22,469,1462013Assets 2014: $26,405,211Liabilities 2014: $399,464Net Assets 2014: $26,005,7472014Assets 2015: $26,160,595Liabilities 2015: $361,986Net Assets 2015: $25,798,6092015Assets 2016: $29,724,872Liabilities 2016: $341,114Net Assets 2016: $29,383,7582016Assets 2017: $36,301,064Liabilities 2017: $3,026,173Net Assets 2017: $33,274,8912017Assets 2018: $38,672,680Liabilities 2018: $3,190,469Net Assets 2018: $35,482,2112018Assets 2019: $36,665,881Liabilities 2019: $814,404Net Assets 2019: $35,851,4772019Assets 2020: $35,034,932Liabilities 2020: $143,099Net Assets 2020: $34,891,8332020Assets 2021: $45,421,023Liabilities 2021: $221,578Net Assets 2021: $45,199,4452021Assets 2022: $41,348,285Liabilities 2022: $176,031Net Assets 2022: $41,172,2542022Assets 2023: $44,708,213Liabilities 2023: $155,371Net Assets 2023: $44,552,8422023Assets 2024: $51,005,094Liabilities 2024: $313,902Net Assets 2024: $50,691,1922024Assets 2025: $58,521,570Liabilities 2025: $292,271Net Assets 2025: $58,229,2992025

Highlighted filing

2020

Assets$35,034,932
Liabilities$143,099
Net Assets$34,891,833
Open 2020 Filing

Operations Trend

Revenue Growth31st percentile

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

$10M$5.0M$0-$5.0MExpenses 2010: $3,492,4042010Expenses 2011: $3,031,9302011Expenses 2012: $3,170,1832012Revenue 2013: $4,063,798Expenses 2013: $3,425,208Net Income 2013: $638,5902013Revenue 2014: $4,441,827Expenses 2014: $2,971,032Net Income 2014: $1,470,7952014Revenue 2015: $3,541,543Expenses 2015: $3,183,650Net Income 2015: $357,8932015Revenue 2016: $7,744,816Expenses 2016: $3,519,262Net Income 2016: $4,225,5542016Revenue 2017: $7,299,819Expenses 2017: $5,856,475Net Income 2017: $1,443,3442017Revenue 2018: $7,452,199Expenses 2018: $6,069,461Net Income 2018: $1,382,7382018Revenue 2019: $3,444,447Expenses 2019: $3,945,963Net Income 2019: -$501,5162019Revenue 2020: $3,260,562Expenses 2020: $3,165,413Net Income 2020: $95,1492020Revenue 2021: $6,969,652Expenses 2021: $4,239,229Net Income 2021: $2,730,4232021Revenue 2022: $7,028,290Expenses 2022: $3,354,763Net Income 2022: $3,673,5272022Revenue 2023: $4,856,268Expenses 2023: $3,736,611Net Income 2023: $1,119,6572023Revenue 2024: $8,546,224Expenses 2024: $4,562,387Net Income 2024: $3,983,8372024Revenue 2025: $7,517,601Expenses 2025: $4,276,625Net Income 2025: $3,240,9762025

Highlighted filing

2020

Revenue$3,260,562
Expenses$3,165,413
Net Income$95,149
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 12, 2021
Return Version
2019v5.2
Gross Receipts
$12,829,416
Mission and Program Overview

Mission

The uw-whitewater foundation encourages, enables and celebrates philanthropy with those who care about the university and who provide a perpetual source of support for the university's students, faculty and programs. We do this through partnerships with donors, activities to engage alumni and other constituents and the stewardship of resources under management by the foundation.

Inspiring philanthropic support for the university of wisconsin-whitewater

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$29,670,862$28,355,223▼ $1,315,639
Pledges and Grants Receivable$5,003,672$4,325,021▼ $678,651
Land, Buildings, and Equipment, Net$623,091$624,491▲ $1,400
Cash and Non-Interest-Bearing Accounts$186,233$574,910▲ $388,677
Prepaid Expenses and Deferred Charges$37,557$34,927▼ $2,630
Savings and Temporary Cash Investments$14,015$14,048▲ $33
Total Assets$36,665,881$35,034,932▼ $1,630,949
Other Assets Total$1,130,451$1,106,312▼ $24,139
Liabilities
Unsecured Notes Loans Payable$650,000$0▼ $650,000
Accounts Payable and Accrued Expenses$110,315$89,010▼ $21,305
Grants Payable$54,089$54,089→ $0
Total Liabilities$814,404$143,099▼ $671,305
Net Assets / Fund Balance
Net Assets With Donor Restrictions$37,469,031$36,489,047▼ $979,984
Net Assets Without Donor Restrictions$-1,617,554$-1,597,214▲ $20,340
Total Net Assets Fund Balance$35,851,477$34,891,833▼ $959,644
Total Liabilities and Net Assets / Fund Balance$36,665,881$35,034,932▼ $1,630,949

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$89,491--
Land$535,000--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$27,064,617$1,192,738▼ $257,468$1,448,137$26,551,750
2019$26,236,225$934,209▲ $1,345,776$1,451,593$27,064,617
2018$24,650,067$1,185,708▲ $1,783,034$1,382,584$26,236,225
2017$20,997,839$2,252,358▲ $2,757,962$1,358,092$24,650,067
2016$20,031,329$2,427,946▼ $323,912$1,137,524$20,997,839
Compensation and Service Providers
Top Officer Pay13th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Debra PetrasekCFOPT$75,000$29,902$104,902
Laureen MillerCOOPT$32,007$12,175$44,182
Thomas StevickInterim PresidentPT$23,656$2,272$25,928
Greg RutzenPresidentPT$1,000$179$1,179

Board Members and Trustees

NameTitle
Raymond AnilionisChair
Timothy HylandVice Chair
Alexander OrsoliniDirector
Barbara KreismanDirector
Charles HeinrichDirector
Cheri CopeDirector
Dale MuehlDirector
Dr Richard TelferDirector
Edward HungDirector
Grant MulderDirector
H Gaylon GreenhillDirector
James CaldwellDirector
Jon KachelDirector
Jude StahmerDirector
Julie AndingDirector
Kurt ThomasDirector
Lori LorenzDirector
Mary PinkertonDirector
Raymond JacobsenDirector
Roger PulliamDirector
Ronald JadinDirector
Sally BeanDirector
Sandy DunstDirector
Sean WayneDirector
Steve BurrowsDirector
Suzanne Van GalderDirector
Yolanda McgowanDirector
Dwight WatsonChancellor
Cheryl GreenInterim Chancellor
Joseph FrohnaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,274,813
Program Service Revenue
$76,922
Investment Income
$882,784
Other Revenue
$26,043
All Other Contributions
$2,252,044
Change in Net Assets
$95,149

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 Traded5$95,894Fair Market Value
Other Non Cash Contri Table1$3,500Donor Statement of V
Clothing and Household Goods-$760Donor Statement of Value
Other Non Cash Contri Table1$500Donor Statement of V
Total Noncash Contributions7$100,654-

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,132,839
Revenue Not Reported on Financial Statements
$127,723
Revenue Not Reported on Form 990
$-999,775
Other Revenue Adjustments
$40,995
Total Revenue per Audited Statements
$2,133,064
Total Revenue per Form 990
$3,260,562
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,418,757
Other Expenses$1,309,979
Salaries, Compensation, and Employee Benefits$436,677
Total Fundraising Expense$93,868
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$1,275,527--$1,275,527
Current Officers, Directors, Trustees, and Key Employees-$177,646-$177,646
Other Salaries and Wages-$122,556$42,595$165,151
Grants to Domestic Orgs$143,230--$143,230
Other Employee Benefits-$73,139$20,741$93,880
Fees for Service Investment Mgmnt Fees-$86,728-$86,728
Information Technology-$69,355-$69,355
Fees for Services Accounting-$30,847-$30,847
Office Expenses-$6,153$14,849$21,002
Interest-$17,413-$17,413
Travel-$128$12,569$12,697
Insurance-$8,999-$8,999
Occupancy-$6,400-$6,400
All Other Expenses-$2,782$2,730$5,512
Conferences and Meetings-$1,102-$1,102
Fees for Services Legal-$766-$766
Other Expenses$29,955$502-$502
Advertising--$384$384
Total Functional Expenses$2,467,029$604,516$93,868$3,165,413

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$3,165,413
Total Expenses per Audited Statements$3,092,708
Expenses per Audited Statements$3,078,685
Expenses Not Reported on Financial Statements$86,728
Expenses Not Reported on Form 990$14,023
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Uw-whitewater UniversityWhitewater, WI501(c)(3)General Support$138,470
Uw-whitewater UniversityWhitewater, WI501(c)(3)General Support and Fundraising Events.-

International Summary

Offices
0
Employees
0
Spending
$859,270

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
Yes
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
Yes
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
Europe (including Iceland & Greenland) - Albania, Andorra, Austria, BelgiumInvestments-00$859,270
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$14,523
Fundraising Gross Income$12,586
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Hall of Fame Banquet$7,750$3,806-$3,806
Young Auditorium Memberships$11,425$2,786-$2,786
Total Events$19,175$6,592$7,670$-1,078
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
James K CaldwellOWNS 100% VOTING INTEREST IN FIRST CITIZENS STATE BANKJAMES IS A BOARD MEMBER WHO IS ALSO THE PRESIDENT AND 100% VOTING INTEREST OWNER OF FIRST CITIZENS STATE BANK. UW WHITEWATER FOUNDATION HAS A LINE OF CREDIT WITH FIRST CITIZENS STATE BANK. AS OF THE END OF THE YEAR, $0 WAS DRAWN AGAINST THE AVAILABLE $1,000,000.No$1,000,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“Board of directors and management of the foundation review the public disclosure electronic form 990 prior to it being filed.”

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

“Foundation management and the executive committee ensure all necessary conflict of interest statements are signed annually. All conflicts are discussed at the executive committee level. It is the obligation of each member of the board of directors, officers, and the various committees, to abstain from voting on any issue or consideration in which that member has a direct or indirect vested interest.”

Form 990, Part VI, Section B, Line 15

“The salaries for the foundation president and employees are set by university guidelines. No elected member of the board of directors shall receive any compensation for their services with the foundation. However, reimbursement for legitimate expenses incurred as director may be provided.”

Form 990, Part VI, Section C, Line 19

“Governing documents, conflict of interest policy and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Uw-whitewater Foundation Inc
EIN
39-6081189
Phone
2624721105
Address
800 WEST MAIN STREET, WHITEWATER, WI 53190-1790

Signing Officer

Name
Debra Petrasek
Title
CFO
Phone
2624721105
Signed
2021-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Debra Petrasek
Formed
1962
Legal Domicile
Wi
Voting Board Members
27
Independent Board Members
27
Employees
0
Volunteers
31

Preparer

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

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in pledge receivable -40,995.”

Financial Statement Notes

PART V, LINE 4:

“The uw-whitewater foundation's endowments consists of over 500 funds that are established to support a variety of scholarships and programs at the university of wisconsin-whitewater.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Fundraising expenses included in income 14,023.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Change in trust pledge receiveables 40,995.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Fundraising expenses included in income 14,023.”

Raw XML AppendixShowing 400 of 794 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/OtherCompensationAmt210
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt220
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt230
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt250
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt260
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt270
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt280
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt290
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt300
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt310
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt320
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt330
IRS990/Form990PartVIISectionAGrp/PersonNm0DEBRA PETRASEK
IRS990/Form990PartVIISectionAGrp/PersonNm1LAUREEN MILLER
IRS990/Form990PartVIISectionAGrp/PersonNm2THOMAS STEVICK
IRS990/Form990PartVIISectionAGrp/PersonNm3GREG RUTZEN
IRS990/Form990PartVIISectionAGrp/PersonNm4RAYMOND ANILIONIS
IRS990/Form990PartVIISectionAGrp/PersonNm5TIMOTHY HYLAND
IRS990/Form990PartVIISectionAGrp/PersonNm6JOSEPH FROHNA
IRS990/Form990PartVIISectionAGrp/PersonNm7JULIE ANDING
IRS990/Form990PartVIISectionAGrp/PersonNm8SALLY BEAN
IRS990/Form990PartVIISectionAGrp/PersonNm9STEVE BURROWS
IRS990/Form990PartVIISectionAGrp/PersonNm10JAMES CALDWELL
IRS990/Form990PartVIISectionAGrp/PersonNm11CHERI COPE
IRS990/Form990PartVIISectionAGrp/PersonNm12SANDY DUNST
IRS990/Form990PartVIISectionAGrp/PersonNm13H GAYLON GREENHILL
IRS990/Form990PartVIISectionAGrp/PersonNm14CHARLES HEINRICH
IRS990/Form990PartVIISectionAGrp/PersonNm15EDWARD HUNG
IRS990/Form990PartVIISectionAGrp/PersonNm16RAYMOND JACOBSEN
IRS990/Form990PartVIISectionAGrp/PersonNm17RONALD JADIN
IRS990/Form990PartVIISectionAGrp/PersonNm18JON KACHEL
IRS990/Form990PartVIISectionAGrp/PersonNm19BARBARA KREISMAN
IRS990/Form990PartVIISectionAGrp/PersonNm20LORI LORENZ
IRS990/Form990PartVIISectionAGrp/PersonNm21YOLANDA MCGOWAN
IRS990/Form990PartVIISectionAGrp/PersonNm22DALE MUEHL
IRS990/Form990PartVIISectionAGrp/PersonNm23GRANT MULDER
IRS990/Form990PartVIISectionAGrp/PersonNm24ALEXANDER ORSOLINI
IRS990/Form990PartVIISectionAGrp/PersonNm25MARY PINKERTON
IRS990/Form990PartVIISectionAGrp/PersonNm26ROGER PULLIAM
IRS990/Form990PartVIISectionAGrp/PersonNm27JUDE STAHMER
IRS990/Form990PartVIISectionAGrp/PersonNm28DR RICHARD TELFER
IRS990/Form990PartVIISectionAGrp/PersonNm29KURT THOMAS
IRS990/Form990PartVIISectionAGrp/PersonNm30SUZANNE VAN GALDER
IRS990/Form990PartVIISectionAGrp/PersonNm31SEAN WAYNE
IRS990/Form990PartVIISectionAGrp/PersonNm32DWIGHT WATSON
IRS990/Form990PartVIISectionAGrp/PersonNm33CHERYL GREEN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt075000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt132007
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt223656
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt31000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt260
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt270
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt280
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt290
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt300
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt310
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt320
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt330
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt260
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt270
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt280
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt290
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt300
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt310
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt320
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt330
IRS990/Form990PartVIISectionAGrp/TitleTxt0CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt1COO
IRS990/Form990PartVIISectionAGrp/TitleTxt2INTERIM PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt5VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt6TREASURER
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
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt23DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt24DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt25DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt26DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt27DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt28DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt29DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt30DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt31DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt32CHANCELLOR
IRS990/Form990PartVIISectionAGrp/TitleTxt33INTERIM CHANCELLOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01962
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt022769
IRS990/FundraisingDirectExpensesAmt014523
IRS990/FundraisingGrossIncomeAmt012586
IRS990/GainOrLossGrp/SecuritiesAmt0192701
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt027
IRS990/GrantAmt01275527
IRS990/GrantsPayableGrp/BOYAmt054089
IRS990/GrantsPayableGrp/EOYAmt054089
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt01275527
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt01275527
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0143230
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0143230
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt09747032
IRS990/GrossReceiptsAmt012829416
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt027
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt069355
IRS990/InformationTechnologyGrp/TotalAmt069355
IRS990/InsuranceGrp/ManagementAndGeneralAmt08999
IRS990/InsuranceGrp/TotalAmt08999
IRS990/InterestGrp/ManagementAndGeneralAmt017413
IRS990/InterestGrp/TotalAmt017413
IRS990/InvestmentIncomeGrp/ExclusionAmt0690083
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0690083
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt029670862
IRS990/InvestmentsPubTradedSecGrp/EOYAmt028355223
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt00
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IRS990/LandBldgEquipBasisNetGrp/EOYAmt0624491
IRS990/LandBldgEquipCostOrOtherBssAmt0624491
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt09554331
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE UW-WHITEWATER FOUNDATION ENCOURAGES, ENABLES AND CELEBRATES PHILANTHROPY WITH THOSE WHO CARE ABOUT THE UNIVERSITY AND WHO PROVIDE A PERPETUAL SOURCE OF SUPPORT FOR THE UNIVERSITY'S STUDENTS, FACULTY AND PROGRAMS. WE DO THIS THROUGH PARTNERSHIPS WITH DONORS, ACTIVITIES TO ENGAGE ALUMNI AND OTHER CONSTITUENTS AND THE STEWARDSHIP OF RESOURCES UNDER MANAGEMENT BY THE FOUNDATION.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt035851477
IRS990/NetAssetsOrFundBalancesEOYAmt034891833
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0192701
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0192701
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-1937
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-1937
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-1013798
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0-1617554
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0-1597214
IRS990/NoncashContributionsAmt0101154
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt06400
IRS990/OccupancyGrp/TotalAmt06400
IRS990/OfficeExpensesGrp/FundraisingAmt014849

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$35,034,932
Liabilities
$143,099
Net assets
$34,891,833
Revenue
$3,260,562
Expenses
$3,165,413
Net income
$95,149
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$58.5$0.29$58.2$7.52$4.28$3.24
2024Detailed filing. Detailed filing data is available for this year.$51.0$0.31$50.7$8.55$4.56$3.98
2023Detailed filing. Detailed filing data is available for this year.$44.7$0.16$44.6$4.86$3.74$1.12
2022Detailed filing. Detailed filing data is available for this year.$41.3$0.18$41.2$7.03$3.35$3.67
2021Detailed filing. Detailed filing data is available for this year.$45.4$0.22$45.2$6.97$4.24$2.73
2020Detailed filing. Detailed filing data is available for this year.$35.0$0.14$34.9$3.26$3.17$0.10
2019Summary only. Only limited summary data is available for this year.$36.7$0.81$35.9$3.44$3.95$0.50
2018Detailed filing. Detailed filing data is available for this year.$38.7$3.19$35.5$7.45$6.07$1.38
2017Detailed filing. Detailed filing data is available for this year.$36.3$3.03$33.3$7.30$5.86$1.44
2016Detailed filing. Detailed filing data is available for this year.$29.7$0.34$29.4$7.74$3.52$4.23
2015Detailed filing. Detailed filing data is available for this year.$26.2$0.36$25.8$3.54$3.18$0.36
2014Detailed filing. Detailed filing data is available for this year.$26.4$0.40$26.0$4.44$2.97$1.47
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.2$0.77$22.5$4.06$3.43$0.64
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.0$0.45$20.6$3.17
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.5$0.67$18.8$3.03
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.1$1.18$15.9$3.49