2024-05-07T14:09:32-05:00 2023-06-30 410746749 CLIFTONLARSONALLEN LLP 1660 OSHKOSH AVE SUITE 200 OSHKOSH WI 54902 990 2022-07-01 237086867 UNIVERSITY FOUNDATION UW-STEVENS POINT AT MARSHFIELD UNIV 7153896521 2000 W 5TH STREET BOX 150 MARSHFIELD WI 54449 MATTHEW JANSEN PRESIDENT 7153896521 2024-05-02 1 MATTHEW JANSEN 999009999 1 CHRISTA WILLIS P01252468 9202315890 2024-05-02 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MATTHEW JANSEN 2000 W 5TH ST MARSHFIELD WI 54449 3589706 0 X UWSP.EDU/MARSHFIELD/COMMUNITY/FOUNDATION/PAGES X 1964 WI THE UNIVERSITY CENTER FOUNDATION, INC. IS AN ORGANIZATION OF FACULTY ADMINISTRATORS AND COMMUNITY LEADERS, DEDICATED TO PROVIDING OPPORTUNITIES FOR PERSONAL DEVELOPMENT, EDUCATION AND RECREATION. ITS GOAL IS NOT ONLY THE ENRICHMENT OF CAMPUS LIFE AS A WHOLE, BUT ALSO TO SUPPORT THE ADVANCEMENT OF STUDENTS IN A FINANCIAL WAY. 5 5 1 10 0 0 114920 3294982 0 0 154313 60033 2643 3277 271876 3358292 113709 286488 0 0 51412 43461 0 0 30115 65509 52545 230630 382494 41246 2975798 1853140 4942988 39043 33672 1814097 4909316 PROVIDES FINANCIAL SUPPORT FOR STUDENT, FACULTY AND STAFF, AND VARIOUS CAMPUS PROGRAMS AND ACTIVITIES. 0 0 85000 85000 SCHOLARSHIPS ARE AWARDED BASED ON THE CRITERIA AND PROCESSES SET BY THE CHARTER AGREEMENT FOR EACH NAMED ACCOUNT AT THE FOUNDATION. 202981 201488 GRANTS OR ASSISTANCE ARE PROVIDED FOR FINANCIAL SUPPORT FOR STUDENT, FACULTY AND STAFF, AND VARIOUS CAMPUS PROGRAMS AND ACTIVITIES. 287981 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 WI X ROXANNE WETTERAU 7153896521 2000 W 5TH ST BOX 150 MARSHFIELD WI 54449 ANDY KEOGH DIRECTOR/LAIRD REP 0.50 X 0 0 0 DANIEL HUGHES DIRECTOR 0.50 X 0 0 0 DANIELLE KRAUS DIRECTOR 0.50 X 0 0 0 MATTHEW JANSEN PRESIDENT 0.50 X X 0 0 0 PATRICIA STUHR DIRECTOR 0.50 X 0 0 0 MICHELLE BOERNKE THROUGH 123122 CAMPUS EXEC - EX-OFFICIO 0.50 X 0 0 0 ANTHONY ANDREWS STARTED 01123 CAMPUS EXEC - EX-OFFICIO 0.00 X 0 0 0 ROXANNE WETTERAU EXECUTIVE DIRECTOR 40.00 X 43650 0 0 43650 0 0 0 0 0 0 0 3294982 3294982 27056 27056 5333 0 5333 5333 5333 259294 226317 32977 32977 32977 3041 5097 -2056 -2056 3358292 0 0 63310 201488 201488 85000 85000 39000 15600 23400 4461 1784 2677 23868 23868 10655 10655 1493 1493 2200 645 1555 1458 1458 2236 2236 MISCELLANEOUS EXPENSE 9281 7083 2198 AWARDS AND GIFTS 1069 1069 CREDIT CARD FEES 234 234 LICENSE EXPENSE 51 51 382494 287981 64398 30115 1085 1188 66417 59813 0 3182447 159300 159300 159300 1626338 1540240 1853140 4942988 33871 28537 5172 5135 39043 33672 X 139675 173134 1674422 4736182 1814097 4909316 1853140 4942988 2975798 119421 0 X X 1 X 0 1 0 X 88799 71081 85123 114920 112535 472458 88799 71081 85123 114920 112535 472458 155406 317052 40079 39989 36476 39455 37722 193721 5592 79 5671 671850 0.47190 0.50330 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 116912 0 12545 8000 1147 120310 146705 500 -25536 4000 757 116912 118636 500 31476 3000 907 146705 112832 500 8519 2000 1215 118636 110518 6155 2760 1081 112832 0.29000 0.71000 0 0 159300 159300 159300 AMERICAN BEACON SMALL CAP VALUE 22163 F MFS MID CAP VALUE FUND - R6 40065 F WASATCH SMALL CAP GROWTH FUND 41010 F OPPENHEIMER DEVELOPING MARKETS 43415 F AM FDS EUROPACIFIC GROWTH FD (F2) 51820 F AM FDS NEW WORLD FUND (F2) 53813 F AM FDS GROWTH FD OF AMERICA CI F2 55738 F G/S GROWTH OPPORTUNITIES INSTL 59041 F VANGUARD INTERNATIONAL VALUE FUND 64313 F DODGE & COX INCOME FUND 100329 F VGD MORGAN GROWTH (ADM) 112958 F HARBOR CAPITAL APPRECIATION FUND 120590 F VGD TOTAL BOND MKT IDX FUND (SIG) 139493 F VGD 500 INDEX (SIG) 171559 F DODGE & COX STOCK FUND 193596 F VANGUARD FIXED INC SHORT TERM CORP 270337 F 1540240 DUE TO UW ALUMNI ASSOCIATION 5135 5135 X PART X, LINE 2: THE FOUNDATION HAS IMPLEMENTED ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES IN ACCORDANCE WITH U.S. GAAP. THIS STANDARD DESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN AND ALSO PROVIDES GUIDANCE ON VARIOUS RELATED MATTERS SUCH AS DERECOGNIZING, INTEREST, PENALTIES AND DISCLOSURE REQUIRED. MANAGEMENT OF THE FOUNDATION EVALUATES THE UNCERTAIN TAX POSITIONS TAKEN REGARDING UNRELATED BUSINESS INCOME TAXES, IF ANY, AND CONSULTS WITH OUTSIDE COUNSEL AS DEEMED NECESSARY. FOUNDATION RECOGNIZES INTEREST AND PENALTIES, IF ANY, RELATED TO UNRECOGNIZED TAX LIABILITIES IN INCOME TAX EXPENSE. 1 UNIVERSITY OF WISCONSIN STEVENS POINT AT MARSHFIELD 2000 W 5TH ST MARSHFIELD WI 54449 GOVERNMENT 201488 0 PROVIDES FINANCIAL SUPPORT FOR STUDENT, FACULTY AND STAFF, AND VARIOUS CAMPUS PROGRAMS AND ACTIVITIES. SCHOLARSHIPS 89 85000 PART I, LINE 2: SCHOLARSHIPS ARE AWARDED BASED ON THE CRITERIA AND PROCESSES SET BY THE CHARTER AGREEMENT FOR EACH NAMED ACCOUNT AT THE FOUNDATION. SCHOLARSHIPS FOR CONTINUING UW MARSHFIELD/WOOD COUNTY STUDENTS ARE PAID DIRECTLY TO THE STUDENTS ACCOUNTS AT THE UW STEVENS POINT AT MARSHFIELD BURSAR TO BE APPLIED TO THEIR TUITION AND FEES CHARGES. FORM 990, PART VI, SECTION B, LINE 11B THE TREASURER OF THE BOARD OF DIRECTORS REVIEWS THE 990 PRIOR TO FILING. ALL MEMBERS OF THE BOARD OF DIRECTORS ARE GIVEN A COPY OF THE 990 PRIOR TO FILING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C WHEN THE ORGANIZATION SEEKS BUSINESS WITH A MEMBER OR ANY BUSINESS WITH WHICH THE MEMBER IS AFFILIATED AS AN OWNER OR EMPLOYEE, THE EXISTENCE AND NATURE OF ANY CONFLICT SHOULD BE FULLY DISCLOSED TO THE BOARD OF DIRECTORS OR EXECUTIVE COMMITTEE BEFORE ANY VOTE OR ACTION ON THE MATTER. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION WILL MAKE PUBLIC DOCUMENTS AVAILABLE UPON REQUEST. FORM 990 PAGE 12 PART XI LINE 2C THE BOARD OF DIRECTORS ASSUMES RESPONSIBLITY FOR OVERSIGHT OF THE REVIEW. UW-STEVENS POINT AT MARSHFIELD 2000 W 5TH ST BOX 150 MARSHFIELD WI 54449 EDUCATION WI N/A 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0