Civic Intelligence

The University of Wisconsin Trust

EIN 51-6018005 • 501(c)3 • Wilmington, DE

Profile

Providing Grants to the University of Wisconsin-Madison

5809 Kennett PikeWilmington, DE 19807

n/A

Siviq Scores

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

Liabilities / Assets

9th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

10th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

7th percentile

-44%

Higher net margin than 7% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

23rd percentile

$0

Higher top officer pay than 23% of similar nonprofits.

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

501(c)3 • $5M-$10M nonprofits • Source year 2024

Asset Growth

28th percentile

-2.0%

Faster asset growth than 28% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

4th percentile

-54%

Faster revenue growth than 4% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets9th percentile

Assets

Down

$5,194,149

Down $107,600 (-2.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$5,194,149

Down $107,600 (-2.0%) from 2023

Operations
Liabilities / Revenue10th percentileNet Margin7th percentile

Revenue

Down

$246,439

Down $295,164 (-54%) from 2023

Expenses

Up

$354,039

Up $22,777 (+6.9%) from 2023

Net Income

Down

-$107,600

Down $317,941 (-151%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth28th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $4,609,697Liabilities 2011: $0Net Assets 2011: $4,609,6972011Assets 2012: $4,550,618Liabilities 2012: $0Net Assets 2012: $4,550,6182012Assets 2013: $4,424,221Liabilities 2013: $0Net Assets 2013: $4,424,2212013Assets 2014: $4,261,349Liabilities 2014: $0Net Assets 2014: $4,261,3492014Assets 2015: $4,974,616Liabilities 2015: $0Net Assets 2015: $4,974,6162015Assets 2016: $4,924,320Liabilities 2016: $0Net Assets 2016: $4,924,3202016Assets 2017: $4,601,365Liabilities 2017: $0Net Assets 2017: $4,601,3652017Assets 2018: $5,015,678Liabilities 2018: $0Net Assets 2018: $5,015,6782018Assets 2019: $5,135,358Liabilities 2019: $0Net Assets 2019: $5,135,3582019Assets 2020: $5,035,849Liabilities 2020: $0Net Assets 2020: $5,035,8492020Assets 2021: $5,251,182Liabilities 2021: $0Net Assets 2021: $5,251,1822021Assets 2022: $5,091,409Liabilities 2022: $0Net Assets 2022: $5,091,4092022Assets 2023: $5,301,749Liabilities 2023: $0Net Assets 2023: $5,301,7492023Assets 2024: $5,194,149Liabilities 2024: $0Net Assets 2024: $5,194,1492024

Highlighted filing

2024

Assets$5,194,149
Liabilities$0
Net Assets$5,194,149
Open 2024 Filing

Operations Trend

Revenue Growth4th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $261,810Expenses 2011: $222,308Net Income 2011: $39,5022011Expenses 2012: $242,9222012Revenue 2013: $131,649Expenses 2013: $258,046Net Income 2013: -$126,3972013Revenue 2014: $158,768Expenses 2014: $321,640Net Income 2014: -$162,8722014Revenue 2015: $952,246Expenses 2015: $238,979Net Income 2015: $713,2672015Revenue 2016: $236,953Expenses 2016: $287,249Net Income 2016: -$50,2962016Revenue 2017: -$5,452Expenses 2017: $317,503Net Income 2017: -$322,9552017Revenue 2018: $704,139Expenses 2018: $289,825Net Income 2018: $414,3142018Revenue 2019: $426,888Expenses 2019: $307,208Net Income 2019: $119,6802019Revenue 2020: $157,653Expenses 2020: $257,162Net Income 2020: -$99,5092020Revenue 2021: $424,142Expenses 2021: $208,809Net Income 2021: $215,3332021Revenue 2022: $177,817Expenses 2022: $337,590Net Income 2022: -$159,7732022Revenue 2023: $541,603Expenses 2023: $331,262Net Income 2023: $210,3412023Revenue 2024: $246,439Expenses 2024: $354,039Net Income 2024: -$107,6002024

Highlighted filing

2024

Revenue$246,439
Expenses$354,039
Net Income-$107,600
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,194,149
Liabilities
$0
Net assets
$5,194,149
Revenue
$246,439
Expenses
$354,039
Net income
-$107,600
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.19$0.00$5.19$0.25$0.35$0.11
2023Detailed filing. Detailed filing data is available for this year.$5.30$0.00$5.30$0.54$0.33$0.21
2022Detailed filing. Detailed filing data is available for this year.$5.09$0.00$5.09$0.18$0.34$0.16
2021Detailed filing. Detailed filing data is available for this year.$5.25$0.00$5.25$0.42$0.21$0.22
2020Detailed filing. Detailed filing data is available for this year.$5.04$0.00$5.04$0.16$0.26$0.10
2019Detailed filing. Detailed filing data is available for this year.$5.14$0.00$5.14$0.43$0.31$0.12
2018Detailed filing. Detailed filing data is available for this year.$5.02$0.00$5.02$0.70$0.29$0.41
2017Detailed filing. Detailed filing data is available for this year.$4.60$0.00$4.60$0.01$0.32$0.32
2016Detailed filing. Detailed filing data is available for this year.$4.92$0.00$4.92$0.24$0.29$0.05
2015Detailed filing. Detailed filing data is available for this year.$4.97$0.00$4.97$0.95$0.24$0.71
2014Detailed filing. Detailed filing data is available for this year.$4.26$0.00$4.26$0.16$0.32$0.16
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.42$0.00$4.42$0.13$0.26$0.13
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.55$0.00$4.55$0.24
2011Summary only. Only limited summary data is available for this year.$4.61$0.00$4.61$0.26$0.22$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 13, 2025
Return Version
2024v5.1
Gross Receipts
$2,100,769
Mission and Program Overview

Mission

Providing Grants to the University of Wisconsin-Madison

Balance Sheet Detail
LineBeginningEndChange
Assets
Pd in Cap Srpls Land Bldg Eqp Fund$5,061,048$4,953,448▼ $107,600
Investments in Publicly Traded Securities$3,759,162$3,024,399▼ $734,763
Savings and Temporary Cash Investments$1,542,587$2,169,750▲ $627,163
Cap Stk Tr Prin Current Funds$240,701$240,701→ $0
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Total Assets$5,301,749$5,194,149▼ $107,600
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$5,301,749$5,194,149▼ $107,600
Total Liabilities and Net Assets / Fund Balance$5,301,749$5,194,149▼ $107,600
Compensation and Service Providers
Top Officer Pay23rd percentile

Board Members and Trustees

NameTitle
Margaret BrantPresident
Eden Inoway-RonnieVice President
The Brittingham Fund IncTrustee
Stephen P SweenyAssistant Treasurer
William KuhnSecretary
Matthew C MathenyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$246,439
Other Revenue
$0
Change in Net Assets
$-107,600
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$350,000
Other Expenses$4,039
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$350,000--$350,000
Other Expenses$0$4,039$0$4,039
Total Functional Expenses$350,000$4,039$0$354,039
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
See Attached ProgramsMadison, WI-General Support$350,000
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
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 9

“Eden Inoway-Ronnie C/O UNIVERSITY OF WISCONSIN AT MADISON MADISON WI 53706”

Filing and Contact Details

Filer

Filer Name
The University of Wisconsin Trust
EIN
51-6018005
Phone
3026559651
Address
5809 Kennett Pike, Wilmington, DE 19807

Signing Officer

Name
Stephen P Sweeny
Title
Assistant Treasurer
Phone
3026559651
Signed
2025-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stephen P Sweeny - The Brittingham
Formed
1960
Legal Domicile
De
Voting Board Members
4
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
Li Holdings Inc
Address
5809 KENNETT PIKE, WILMINGTON, DE 19807
Preparer
William Kuhn
Phone
3026559651
Supplemental Narrative

Additional Explanations

Pt VI, Line 2

“2 of the directors are current employees of lumber industries, inc.”

Pt VI, Line 6

“The corporate trustee is organized as a wisconsin non-stock corporation.”

Pt VI, Line 7A

“The board of directors for the corporate trustee can appoint or remove directors from the board, subject to majority approval.”

Pt VI, Line 7B

“Same as part vi-a, line 7a.”

Pt VI, Line 11B

“Form 990 is reviewed and prepared by two members of the board and is available for review by any other board member.”

Raw XML Appendix400 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/TitleTxt2Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
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IRS990ScheduleI/RecipientTable/CashGrantAmt0350000
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHED PROGRAMS
IRS990ScheduleI/RecipientTable/RecipientEIN0396006492
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0UNIVERSITY OF WISCONSIN - MADISON
IRS990ScheduleI/RecipientTable/USAddress/CityNm0MADISON
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IRS990ScheduleI/RecipientTable/USAddress/ZIPCd053706
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt02 OF THE DIRECTORS ARE CURRENT EMPLOYEES OF LUMBER INDUSTRIES, INC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE CORPORATE TRUSTEE IS ORGANIZED AS A WISCONSIN NON-STOCK CORPORATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF DIRECTORS FOR THE CORPORATE TRUSTEE CAN APPOINT OR REMOVE DIRECTORS FROM THE BOARD, SUBJECT TO MAJORITY APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SAME AS PART VI-A, LINE 7A.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FORM 990 IS REVIEWED AND PREPARED BY TWO MEMBERS OF THE BOARD AND IS AVAILABLE FOR REVIEW BY ANY OTHER BOARD MEMBER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Eden Inoway-Ronnie C/O UNIVERSITY OF WISCONSIN AT MADISON MADISON WI 53706
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Line 9
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0CHARITABLE ACTIVITIES WITHIN MADISON, WI.
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1PUBLIC UNIVERSITY
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1PC
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1716 LANGDON STREET
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IRS990/TotalFunctionalExpensesGrp/TotalAmt0354039
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt05194149
IRS990/TotalProgramServiceExpensesAmt0350000
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0246439
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0246439
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
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IRS990/TypeOfOrganizationCorpInd0X
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IRS990/UponRequestInd0X
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IRS990/USAddress/ZIPCd019807
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Stephen P Sweeny
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Assistant Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum03026559651
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The University of Wisconsin Trust
ReturnHeader/Filer/BusinessNameControlTxt0UNIV
ReturnHeader/Filer/EIN0516018005
ReturnHeader/Filer/PhoneNum03026559651
ReturnHeader/Filer/USAddress/AddressLine1Txt05809 Kennett Pike
ReturnHeader/Filer/USAddress/CityNm0Wilmington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DE
ReturnHeader/Filer/USAddress/ZIPCd019807
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0510107408
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LI HOLDINGS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05809 KENNETT PIKE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WILMINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0DE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019807
ReturnHeader/PreparerPersonGrp/PhoneNum03026559651
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM KUHN
ReturnHeader/ReturnTs02025-05-15T10:30:18-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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