2023-11-01T06:30:21-05:00 2022-12-31 390758449 WIPFLI LLP 2 COPELAND AVENUE SUITE 102 LA CROSSE WI 54603 990 2022-01-01 391145116 UNIVERSITY OF WISCONSIN - LA CROSSE FOUNDATION INC UNIV 6087858489 615 EAST AVENUE NORTH LA CROSSE WI 54601 GREG REICHERT PRESIDENT 6087858489 2023-10-31 1 GREG REICHERT 999009999 0 JOHN R HONADEL CPA P00445791 6087847300 2023-10-31 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z GREG REICHERT 615 EAST AVENUE NORTH LA CROSSE WI 54601 8355300 0 X WWW.FOUNDATION.UWLAX.EDU X 1967 WI THE MISSION OF THE UNIVERSITY OF WISCONSIN-LA CROSSE FOUNDATION, INC., AN INDEPENDENT NON-PROFIT WISCONSIN CORPORATION THAT IS QUALIFIED AS A TAX-EXEMPT PUBLIC CHARITY UNDER 501(C)(3) OF THE INTERNAL REVENUE CODE, IS TO PROMOTE THE WELFARE OF THE UNIVERSITY OF WISCONSIN-LA CROSSE THROUGH CHARITABLE AND EDUCATIONAL ACTIVITES THAT INCLUDE ENCOURAGING, SOLICITING, RECEIVING, MANAGING AND ADMINISTERING GIFTS FROM ALUMNI, FRIENDS, BUSINESS AND OTHER ORGANIZATIONS TO SUPPORT SCHOLARSHIPS, AWARDS, GRANTS, PROJECTS AND PROGRAMS THAT ADVANCE THE MISSION OF THE UNIVERSITY. 22 22 0 0 0 0 5355106 5281720 757784 786801 2181715 2235710 108450 43442 8403055 8347673 2640512 2989899 0 0 0 0 0 0 206724 770984 822776 3411496 3812675 4991559 4534998 45963386 41439403 9615 10679 45953771 41428724 X THE MISSION OF THE UNIVERSITY OF WISCONSIN - LA CROSSE FOUNDATION, INC., AN INDEPENDENT NON-PROFIT WISCONSIN CORPORATION THAT IS QUALIFIED AS A TAX-EXEMPT PUBLIC CHARITY UNDER 501(C)(3) OF THE INTERNAL REVENUE CODE, IS TO PROMOTE THE WELFARE OF THE UNIVERSITY OF WISCONSIN - LA CROSSE THROUGH CHARITABLE AND EDUCATIONAL ACTIVITES THAT INCLUDE ENCOURAGING, SOLICITING, RECEIVING, MANAGING AND ADMINISTERING GIFTS FROM ALUMNI, FRIENDS, BUSINESS AND OTHER ORGANIZATIONS TO SUPPORT SCHOLARSHIPS, AWARDS, GRANTS, PROJECTS AND PROGRAMS THAT ADVANCE THE MISSION OF THE UNIVERSITY. 0 0 3336717 2989899 786801 PROVIDE GRANTS, SCHOLARSHIPS AND AWARDS FOR STUDENTS AND FACULTY OF THE UNIVERSITY OF WISCONSIN - LA CROSSE. 3336717 1 1 0 0 0 1 0 0 0 1 1 0 0 0 0 1 1 0 0 0 1 0 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 11 2 1 0 0 1 VI 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X 22 22 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 1 1 1 1 0 WI X MARCUS BUCHHOLZ 6087858037 615 EAST AVENUE N LA CROSSE WI 54601 X GREG REICHERT PRESIDENT 1.00 X 0 0 0 JENNY KUDERER RADCLIFFE CHAIR 1.00 X X 0 0 0 BRENT SMITH PAST CHAIR 1.00 X X 0 0 0 TODD TAYLOR VICE CHAIR 1.00 X X 0 0 0 BILL COLCLOUGH TREASURER 1.00 X X 0 0 0 MIKE MCGINLEY SECRETARY 1.00 X X 0 0 0 LYNDA KOHLER AA BOARD CHAIR 1.00 X 0 0 0 SANDRA CLEARY DIRECTOR 1.00 X 0 0 0 LAURIE DIEKHOFF DIRECTOR 1.00 X 0 0 0 JON ERICKSON DIRECTOR 1.00 X 0 0 0 DAVID HOLLNAGEL DIRECTOR 1.00 X 0 0 0 SCOTT HORNE DIRECTOR 1.00 X 0 0 0 LINDSAY JOHNSON DIRECTOR 1.00 X 0 0 0 LINDA KASTANTIN DIRECTOR 1.00 X 0 0 0 AUTUMN KLETZIEN DIRECTOR 1.00 X 0 0 0 CECILIA MANRIQUE DIRECTOR 1.00 X 0 0 0 NEVA MOGA DIRECTOR 1.00 X 0 0 0 BRUCE RILEY DIRECTOR 1.00 X 0 0 0 DONNEY MORONEY DIRECTOR 1.00 X 0 0 0 KELLY RUSCH DIRECTOR 1.00 X 0 0 0 DAVID RUSHLOW DIRECTOR 1.00 X 0 0 0 TERI WILCZEK DIRECTOR 1.00 X 0 0 0 JOE ZOELLNER DIRECTOR 1.00 X 0 0 0 0 0 0 0 0 0 0 UNIVERSITY OF WISCONSIN LA CROSSE 1725 STATE STREET LA CROSSE WI 54601 PAYROLL SUPPORT, PARKING FEES 366518 1 5281720 68141 5281720 ENDOWMENT FEES 523000 786801 786801 786801 674007 674007 1561703 0 1561703 1561703 1561703 87875 7627 80248 80248 OTHER INCOME 900099 -36806 -36806 -36806 8347673 786801 0 2279152 1488309 1488309 1501590 1501590 237984 186195 17035 34754 362771 128547 207375 26849 10314 2699 693 6922 23835 23835 52896 2986 572 49338 20508 20508 8912 7212 1700 FUNDRAISING EXPENSES 52967 52967 CREDIT CARD FEES 18266 14928 3338 PRINTING AND PUBLICATIO 18027 9082 1109 7836 BAD DEBT EXPENSE 9798 9798 6498 2381 1594 2523 3812675 3336717 269234 206724 200 200 7743512 3303219 401978 363220 153461 153461 20508 0 36894915 37021676 530704 530704 371569 220384 45963386 41439403 9615 10679 9615 10679 X 1692175 1820871 44261596 39607853 45953771 41428724 45963386 41439403 4534998 -9060045 0 X X 0 1 X 1 0 X 3734059 3545342 2496414 5355106 5361968 20492889 3734059 3545342 2496414 5355106 5361968 20492889 5857494 14635395 507373 62167 671466 624332 674007 2539345 60910 75527 80106 66563 80248 363354 70511 41887 -36806 75592 23471180 3293717 0.62350 0.75470 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 39271987 3234447 -6741774 1062333 34702327 34343989 2663246 3498985 -1234233 39271987 29950284 1305292 4095708 -1007295 34343989 24356848 3265230 4297048 -1968842 29950284 24866969 2068288 -1218102 -1360307 24356848 0.07000 0.82000 0.11000 1 0 153461 153461 0 0 X -712372 -9060045 -9060045 8347673 0 8347673 3812675 0 3812675 0 3812675 PART V, LINE 4: INTENDED USES OF ENDOWMENT FUNDS ARE EXPRESSED BY DONORS WHEN GIFTS ARE MADE. THE PRIMARY USES DIRECTED BY DONORS ARE SCHOLARSHIPS AND PROGRAM SUPPORT FOR VARIOUS UNIVERSITY INITIATIVES. PART X, LINE 2: THE ORGANIZATION ASSESSES THE POTENTIAL OUTCOME OF UNCERTAIN TAX POSITIONS. THE ORGANIZATION'S POLICY FOR INTEREST AND PENALTIES RELATED TO INCOME TAX EXPOSURES IS TO RECOGNIZE INTEREST AND PENALTIES AS OTHER INCOME (EXPENSE) IN THE STATEMENTS OF ACTIVITIES. AS OF DECEMBER 31, 2022, MANAGEMENT BELIEVES THE ORGANIZATION HAS NO MATERIAL UNCERTAIN TAX POSITIONS REQUIRING RECOGNITION OR MEASUREMENT. THE FEDERAL AND STATE RETURNS REMAIN OPEN TO EXAMINATION BY TAXING AUTHORITIES THROUGH THEIR STATUTORY PERIODS. CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTMENTS - FRONTIER MAKET SELECT OFFSHORE FUND 229090 0 0 0 0 0 0 229090 0 229090 0 0 0 1 0 0 PART III ACCOUNTING METHOD: PART IV: LINE 4 THIS ORGANIZATION IS AN EXEMPT ENTITY AND THERE IS NO UNRELATED BUSINESS INCOME GENERATED FROM THIS INVESTMENT; THEREFORE, FROM 8621 IS NOT REQUIRED. 87875 6000 1222 405 0 87875 6000 1222 405 7627 80248 WI 1 0 1 0 1.00000 MARCUS BUCHHOLZ 615 EAST AVENUE N LA CROSSE WI 54601 0 MARCUS BUCHHOLZ IN CHARGE OF FILING ALL NECESSARY REPORTS WITH THE STATE OF WISCONSIN. X 0 1 UNIVERSITY OF WISCONSIN LA CROSSE 1725 STATE STREET LA CROSSE WI 54601 391085963 501(C)(3) 1419949 0 TRANSFERING RESTRICTED DONATIONS FROM OUR BANK ACCOUNTS TO THE UNIVERSITY FOR USE BY THE DEPARTMENTS OR PROGRAMS. 1 0 SCHOLARSHIPS PAID TO STUDENTS OF THE UNIVERSITY OF WISCONSIN-LA CROSSE AND OTHER UNIVERSITIES 1971 1480105 OTHER ASSISTANCE TO INDIVIDUALS 100 21485 PART I, LINE 2: SCHOLARSHIPS ARE MONITORED BY VARIOUS SCHOLARSHIP COMMITTEES AND THEY ABIDE BY THE CRITERIA OBJECTIVE CRITERIA ESTABLISHED BY THIS ORGANIZATION. THE SCHOLARSHIP COMMITTEES ARE RESPONSIBLE FOR VERIFYING APPLICANT QUALIFICATIONS. X 1 60390 APPRAISAL X 500 THRIFT SHOP VALUE X 1 1004 COST X GYM EQUIPMENT 1 3490 COST X RAFFLE & SILENT AUCTION PRIZES 19 2757 COST 0 0 0 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS IN PART I, COLUMN (B). FORM 990, PART VI, SECTION A, LINE 8B THE COMMITTEES MEET AND THEN VOTE TO HAVE THE ITEMS APPROVED OR DISAPPROVED BY THE FULL BOARD. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 WAS REVIEWED/APPROVED BY THE CHAIR OF THE BOARD OF DIRECTORS OF THE UNIVERSITY OF WISCONSIN-LA CROSSE FOUNDATION. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS ARE ASKED TO FILL OUT A CONFLICT OF INTEREST STATEMENT. IF THERE IS A CONFLICT, THE DIRECTORS RECUSE THEMSELVES FROM PARTICIPATION ON SUCH ISSUES. THE BOARD OF DIRECTORS ARE RESPONSIBLE FOR REVIEWING ANY POTENTIAL CONFLICTS. THE FOUNDATION REQUIRES ANNUAL REVIEW AND SIGN OFF OF THE CONFLICT OF INTEREST POLICY, BY ALL BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION ADJUSTMENTS ARE EVALUATED BY THE PRESIDENT OF THE FOUNDATION BASED ON COMPARABLE DATA OBTAINED AND REVIEWED TO ENSURE PAY IS REASONABLE. ONCE APPROVED BY THE PRESIDENT, ALL COMPENSATION ADJUSTMENTS ARE DISCUSSED AT THE BOARD LEVEL AND ALL DECISIONS ARE MADE BY THOSE WITHOUT CONFLICT AND ARE DOCUMENTED IN THE EMPLOYEE FILE. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. 10. FORM 990, PART XII, LINE 2C: ORGANIZATION MAINTAINS AN AUDIT COMMITTEE THAT OVERSEES THE AUDIT PROCESS. THIS PROCESS HAS NOT CHANGED FROM THE PREVIOUS YEAR.