2024-11-15T16:03:57-06:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 1660 OSHKOSH AVE SUITE 200 OSHKOSH WI 54902 990 2023-01-01 396098038 UNIVERSITY OF WISCONSIN-STEVENS POINT FOUNDATION INC UNIV 7153463812 2100 MAIN STREET 134 STEVENS POINT WI 54481 ANNE TREANKLER PRESIDENT 7153463812 2024-11-14 1 1 CHRISTA WILLIS P01252468 9202315890 2024-11-13 2023 2024-10-15 13:58:12Z ANNE TREANKLER 2100 MAIN STREET 134 STEVENS POINT WI 54481 11397782 0 X WWW.UWSP.EDU/FOUNDATION X 1965 WI SUPPORT OF SCHOLARSHIPS AND PROGRAMS OF THE UNIVERSITY OF WISCONSIN-STEVENS POINT, AND EDUCATIONAL PURPOSES AND MISSION OF THE UNIVERSITY. 19 19 0 20 0 0 6309550 8570342 16699 5720 2604373 2819767 7973 1953 8938595 11397782 1253860 1335473 0 0 154316 275497 0 0 897818 2442506 4002369 3850682 5613339 5087913 5784443 67988762 79213355 321292 895750 67667470 78317605 TO OPERATE AND SUPPORT THE IMPROVEMENT OF FACILITIES, EQUIPMENT, TEACHING, RESEARCH, SCHOLARSHIPS AND PROGRAMS OF THE UNIVERSITY OF WI AT STEVENS POINT WI, AND THE EDUCATIONAL PURPOSES AND MISSION OF THE UNIVERSITY. 0 0 2662743 0 5720 PROVIDE FUNDING FOR VARIOUS UNIVERSITY SEMINARS, PROGRAMS AND OTHER GATHERINGS AND ACTIVITIES TO BENEFIT THE STUDENT BODY AND UNIVERSITY. 1335473 1335473 0 PROVIDED 1,234 SCHOLARSHIPS IN VARYING AMOUNTS TO STUDENTS. 3998216 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 1 20 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WI CA HI KY MD MA MI MN NH NJ NY OR PA WA DC CO ME OK OH AK NV SC UT X X WILLIAM BROUSSARD PHD 7153463812 2100 MAIN STREET SUITE 134 STEVENS POINT WI 54481 X PETER CRAWFORD INTERIM EXECUTIVE DIRECTOR 40.00 X X 0 0 0 ANNE TREANKLER PRESIDENT 1.00 X X 0 0 0 RAY ACKERLUND VICE PRESIDENT 0.50 X X 0 0 0 TOM KLISMITH TREASURER 1.00 X X 0 0 0 DIANE PLEUSS SECRETARY 0.50 X X 0 0 0 DAVID JAMES CORPORATE COUNSEL 1.00 X X 0 0 0 PAT ARENDT BOARD MEMBER 0.50 X 0 0 0 ANDREW HALVERSON BOARD MEMBER 0.50 X 0 0 0 MARK KOEHL BOARD MEMBER 0.50 X 0 0 0 ALEXA POSNY BOARD MEMBER 0.50 X 0 0 0 DENNIS PETERSON BOARD MEMBER 0.50 X 0 0 0 DON OLSON BOARD MEMBER 0.50 X 0 0 0 PAM JEWELL BOARD MEMBER 0.50 X 0 0 0 STEVE DAY BOARD MEMBER 0.50 X 0 0 0 KIRK BOOHER BOARD MEMBER 0.50 X 0 0 0 DIANNE SOMERS BOARD MEMBER 0.50 X 0 0 0 BRENDA SERAMUR THOMPSON BOARD MEMBER 0.50 X 0 0 0 DENNIS DELOYE BOARD MEMBER 0.50 X 0 0 0 TIM LAU BOARD MEMBER 0.50 X 0 0 0 THOMAS GIBSON CHANCELLOR 0.50 X 0 0 0 WILLIAM BROUSSARD CEO UWSP FOUNDATION, VC OF ADVANCEMENT UWSTP 40.00 X 0 168923 50506 0 168923 50506 0 0 1 0 ACTIVIST CONSULTING PO BOX 5 NELSONVILLE WI 54458 GIFT PROCESSING AND DATABASE MANAGEMENT 160708 1 8570342 436215 8570342 PROGRAM SERVICES 900099 5720 5720 5720 2819767 2819767 CHANGE IN CSV LIFE INSURANCE 900099 1953 1953 1953 11397782 5720 0 2821720 1335473 1335473 274632 2500 272132 865 865 3435 3435 28193 28193 587665 587665 338623 27169 311454 2275 2275 26362 711 25651 9189 9189 13153 13153 PROGRAM SERVICE EXPENDI 2662743 2662743 FUNDRAISING SUPPORT 247844 247844 CREDIT CARD FEES 15760 14633 1127 POSTAGE & SHIPPING 14112 693 13419 53015 29099 23916 5613339 3998216 717305 897818 2160 545 4762860 4018968 2275556 4397874 1354546 1239693 72726 90520 1628475 175848 1433425 1452627 1385359 1524928 56588521 66372638 113609 115562 67988762 79213355 150944 729652 170348 166098 321292 895750 X 4313582 5321433 63353888 72996172 67667470 78317605 67988762 79213355 X 5784443 4353857 743420 -231585 X X 0 1 X 1 0 X 3709531 3254116 11108349 6309550 8513761 32895307 1280366 1172378 963266 685692 1024459 5126161 4989897 4426494 12071615 6995242 9538220 38021468 4992394 33029074 1773295 2031828 2102642 2519023 2819767 11246555 9243 9823 -3720 7975 1953 25274 49293297 116266 0.67010 0.73560 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER REVENUE - 2019 AMOUNT: $ 9,243. 2020 AMOUNT: $ 9,823. 2021 AMOUNT: $ -3,720. 2022 AMOUNT: $ 7,975. 2023 AMOUNT: $ 1,953. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 54719566 1035304 4257415 1234655 61246940 63137242 3576339 -10987799 10908 158260 837048 54719566 49179144 9294750 6267648 88140 106204 1409956 63137242 45211159 2542437 2816157 67430 162814 1160365 49179144 36832521 5406926 3919382 74894 109244 763532 45211159 0.06040 0.27700 0.66260 1 0 1415030 1415030 56541 56541 0 156904 119307 37597 1452627 UW FOUNDATION POOLED INVESTMENTS 66255450 F MARKETABLE SECURITIES 117188 F 66372638 ANNUITY OBLIGATIONS 166098 166098 15954597 4353857 1024458 -233835 5144480 10810117 587665 587665 11397782 6047882 1024458 1024458 5023424 587665 2250 589915 5613339 PART V, LINE 4: THE INTENDED USE OF THE ORGANIZATION'S ENDOWMENT FUNDS ARE TO BE USED FOR PROGRAMS AND SCHOLARSHIPS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN PLEDGES RECEIVABLE -220,892. CHANGE IN SPLIT INTEREST -12,943. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS RETURNED 2,250. 1 SCHOLARSHIPS 1234 1335473 N/A N/A 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 UWSP STUDENTS ARE PAID DIRECTLY TO THE STUDENTS ACCOUNTS AT THE UWSP BURSAR TO BE APPLIED TO THEIR UWSP TUITION AND FEES CHARGES. 0 0 0 0 0 0 0 0 0 WILLIAM BROUSSARD CEO UWSP FOUNDATION, VC OF ADVANCEME 0 168923 0 0 0 0 0 17974 0 32532 0 219429 0 0 X 4 436215 AVG FMV ON DATE OF GIFT 0 0 1 0 PART I, COLUMN (B): NUMBER OF CONTRIBUTIONS FORM 990, PART VI, SECTION A, LINE 1A PURSUANT TO ARTICLE VII (COMMITTEES), SECTION 7.4 (EXECUTIVE COMMITTEE) OF THE ORGANIZATION'S BYLAWS THE EXECUTIVE COMMITTEE SHALL HAVE AND MAY EXERCISE, WHEN THE BOARD OF DIRECTORS IS NOT IN SESSION, THE POWER OF THE BOARD OF DIRECTORS IN THE MANAGEMENT AND AFFAIRS OF THE CORPORATION, EXCEPT, ELECTION OF OFFICER OR FILLING OF VACANCIES IN THE BOARD OF DIRECTORS OR COMMITTEES CREATED BY THE BOARD. FURTHERMORE, THE EXECUTIVE COMMITTEE DOES NOT HAVE THE POWER TO BORROW MONEY, MORTGAGE, SELL, TRANSFER, ENCUMBER OR ASSIGN ANY TANGIBLE PROPERTY OF THE CORPORATION WITHOUT SPECIFIC AUTHORIZATION OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE FOUNDATION PROVIDES PERTINENT INFORMATION TO OUR CPA AND THEN RELIES ON THEM TO COMPLETE THE 990. A JOINT MEETING WITH CPA REPRESENTATIVES, UWSPF FINANCE AND INVESTMENT COMMITTEE, AND THE UWSPF EXECUTIVE COMMITTEE MEETS IN OCTOBER FOR A LINE-BY-LINE REVIEW OF THE FORM. THE FULL BOARD RECEIVES A 990 CHECKLIST, AND A COPY OF THE COMPLETED 990, AS PART OF THE BOARD MEETING PACKET IN ADVANCE OF THE NOVEMBER ANNUAL MEETING. THE FULL BOARD HEARS COMMENTS FROM THE BOARD TREASURER AND, AFTER DISCUSSION, A RECOMMENDATION FROM THE COMBINED COMMITTEES TO VOTE ACCEPTANCE OF THE 990 IS PRESENTED AND ACTED UPON. 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 B, LINE 15 ALL FOUNDATION EMPLOYEES ARE ACTUALLY STATE OF WISCONSIN EMPLOYEES AND SUBJECT TO THE NORMAL REVIEW PROCESS AND COLLECTIVE BARGAINING AGREEMENTS. FORM 990, PART VI, SECTION C, LINE 19 ORGANIZATION'S WEBSITE FORM 990, PART XI, LINE 9: CHG - PLEDGES RECEIVABLE -220,892. CHANGE IN SPLIT INTEREST -12,943. SCHOLARSHIPS RETURNED 2,250. PART XII, LINE 2C THE ORGANIZATION DID NOT CHANGE ITS OVERSIGHT PROCESS OR SELECTION DURING THE TAX YEAR. UWSP FOUNDATION PROPERTY LLC 2100 MAIN STREET STEVENS POINT WI 54481 TO RECEIVE, HOLD, MANAGE, SELL AND DISTRIBUTE REAL ESTATE AND OTHER PROPERTY WI -4947 1796473 UNIVERSITY OF WISCONSIN-STEVENS POINT FOUNDATION INC UNIVERSITY OF WISCONSIN - STEVENS POINT 2100 MAIN STREET STEVENS POINT WI 54481 391805963 EDUCATION WI 501(C)(3) LINE 2 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 UNIVERSITY OF WISCONSIN - STEVENS POINT O 969459 ACTUAL AMOUNT PAID UNIVERSITY OF WISCONSIN - STEVENS POINT N 55000 ACTUAL AMOUNT PAID