2025-04-10T09:11:32-05:00 2024-06-30 390758449 WIPFLI LLP 1502 LONDON ROAD SUITE 200 DULUTH MN 55812 990 2023-07-01 390972350 UNIVERSITY OF WISCONSIN - EAU CLAIRE FOUNDATION INC UNIV 7158365630 127 ROOSEVELT AVENUE EAU CLAIRE WI 54701 CURT KRIZAN PRESIDENT 7158365630 2025-04-10 1 1 MICHAEL J PETERSON CPA P01833529 2187224705 2025-04-01 2023 2025-03-06 01:10:19Z CURT KRIZAN 127 ROOSEVELT AVENUE EAU CLAIRE WI 54701 72971370 0 X HTTPS://FOUNDATION.UWEC.EDU/ X 1958 WI THE PURPOSE SHALL BE TO PROVIDE FINANCIAL AID AND ASSISTANCE TO WORTHY AND NEEDY STUDENTS AT THE UNIVERSITY OF WISCONSIN-EAU CLAIRE, TO ENCOURAGE SCHOLARSHIP, TO PARTICIPATE IN AND ENCOURAGE ALL ENDEAVORS TO ADVANCE THE CAUSE OF EDUCATION AT THIS UNIVERSITY, TO ASSIST IN DEVELOPING AND INCREASING THE OPPORTUNITIES FOR STUDENTS AT THIS UNIVERSITY PRIMARILY IN THE AREAS OTHER THAN THOSE IN WHICH THE STATE OF WISCONSIN ORDINARILY MAKES APPROPRIATIONS AND TO DO ALL ACTS THAT THE CORPORATION SHALL DEEM TO BE IN THE INTEREST OF SAID UNIVERSITY. THE FUNDS OF THE CORPORATION SHALL BE INVESTED IN THE INVESTMENTS THAT SHALL MEET THE STANDARDS THAT THE CORPORATION, IN ITS DISCRETION, SHALL FROM TIME TO TIME DETERMINE, AND SHALL NOT BE RESTRICTED TO INVESTMENTS QUALIFYING AS TRUST FUND INVESTMENTS UNDER THE LAWS OF THE STATE OF WISCONSIN. 21 21 0 32 0 0 13175349 8549431 231568 340832 7559245 7694814 222431 183268 21188593 16768345 7008117 8309411 0 0 0 0 0 0 1276378 3162337 2963364 10170454 11272775 11018139 5495570 124768479 114496293 21802472 3816588 102966007 110679705 X THE UNIVERSITY OF WISCONSIN-EAU CLAIRE FOUNDATION, INC. HAS AS ITS PRIMARY MISSION THE STEWARDSHIP OF PRIVATE FUNDS DONATED TO THE FOUNDATION FOR THE BENEFIT OF THE UNIVERSITY. WE DO THIS WITH FISCAL INTEGRITY AND RESPECT FOR OUR VALUED DONORS. OUR ULTIMATE GOAL IS THE ADVOCACY OF THE UNIVERSITY TO THE BROADER COMMUNITY AND TO CONTRIBUTE TO ACADEMIC EXCELLENCE AT THE UNIVERSITY OF WISCONSIN-EAU CLAIRE. 0 0 5478540 5478540 340832 THE FOUNDATION DISBURSED OVER 64% OF THEIR TOTAL PROGRAM EXPENSES FOR UNIVERSITY PROGRAMS. THIS REPRESENTS FUNDING FOR GENERAL OPERATIONAL SUPPORT OF UNIVERSITY DEPARTMENTS AND COLLEGES. THIS INCLUDES FUNDING FOR DEPARTMENT ADVANCEMENT FUNDS THAT ARE USED TO SUPPORT PROJECTS AND ACTIVITIES NOT SUPPORTED BY STATE FUNDING. THE GENERAL NUMBER IMPACTED BY THAT TYPE OF PROGRAM IS 40 ADMINISTRATIVE UNITS ON CAMPUS AND 900 ADMINISTRATIVE AND OPERATIONAL SUPPORT STAFF. 2830871 2830871 0 STUDENT SCHOLARSHIPS AND AWARDS IS THE SECOND LARGEST PROGRAM SERVICE OFFERED BY THE FOUNDATION. THIS EQUATES TO NEARLY 36% OF TOTAL PROGRAM EXPENSES. FUNDING COMES FROM RESTRICTED AND UNRESTRICTED FUNDS. THE NUMBER OF SCHOLARSHIP RECIPIENTS WAS 1,693 STUDENTS. 8309411 1 1 0 1 0 1 1 0 0 1 1 0 0 1 1 0 0 1 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 55 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 21 21 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 WI CA CO MA MI MN NJ NY OH OR WA X DENNIS BODA 7158364043 127 ROOSEVELT AVENUE EAU CLAIRE WI 54701 X ERIC WAN CHAIR 3.00 X X 0 0 0 CHRISTINE SMITH VICE CHAIR 1.00 X X 0 0 0 JEFF JOHNSON TREASURER 1.00 X X 0 0 0 PATRICIA LIEN ASSISTANT TREASURER 1.00 1.00 X X 0 0 0 JEFFREY LANG SECRETARY 1.00 X X 0 0 0 KERRY KINCAID ASSISTANT SECRETARY (THRU 09/23) 1.00 X X 0 0 0 JASON CRAIG DIRECTOR 1.00 X 0 0 0 TODD EBERHARDT DIRECTOR (THRU 10/23) 1.00 X 0 0 0 BRIAN ELWOOD DIRECTOR 1.00 X 0 0 0 BRADY FOUST DIRECTOR (THRU 02/24) 1.00 X 0 0 0 CHOPS HANCOCK DIRECTOR 1.00 1.00 X 0 0 0 JANE JOHANOS DIRECTOR (THRU 10/23) 1.00 X 0 0 0 JEFFREY LIDDICOAT DIRECTOR (THRU 10/23) 1.00 X 0 0 0 ERIK LUNDBERG DIRECTOR 1.00 X 0 0 0 SHARON MASEK EX-OFFICIO MEMBER 1.00 X 0 0 0 TERRY MCMAHON EX-OFFICIO MEMBER 1.00 1.00 X 0 0 0 JILL MUENICH DIRECTOR 1.00 X 0 0 0 REGI MUNRO DIRECTOR 1.00 X 0 0 0 ANGELA PITTMAN TAYLOR DIRECTOR(THRU 12/24) 1.00 X 0 0 0 KELLI QUINN DIRECTOR 1.00 X 0 0 0 MARY JO QUINN DIRECTOR 1.00 X 0 0 0 CHRISTINE RICE DIRECTOR 1.00 X 0 0 0 BRANDON RIECHERS DIRECTOR(THRU 12/24) 1.00 X 0 0 0 SUZANNE SCHMIDT DIRECTOR 1.00 X 0 0 0 RAYMOND SKWIERCZYNSKI DIRECTOR 1.00 X 0 0 0 BILL SPARKES DIRECTOR 1.00 X 0 0 0 KIMBERLY UNDERWOOD DIRECTOR 1.00 X 0 0 0 JASON WUDI DIRECTOR 1.00 X 0 0 0 KAYING XIONG DIRECTOR (THRU 02/24) 1.00 X 0 0 0 KIMERA M WAY PRES./EX-OFFICIO MEMBER (SEE SCH O) 50.00 1.00 X 0 0 0 JULIA DIGGINS PRESIDENT (SEE SCH O) 50.00 X 0 0 0 ASPEN RYSKOSKI ASSISTANT TREASURER (SEE SCH O) 45.00 1.00 X 0 0 0 LORI MAASSEN ASSISTANT TREASURER (SEE SCH O) 40.00 X 0 0 0 MICHELE OLSON ASSISTANT SECRETARY (SEE SCH O) 40.00 X 0 0 0 KEITH DONNERMEYER (NV) PAST CHAIR 1.00 X 0 0 0 0 0 0 0 0 0 0 UNIVERSITY OF WISCONSIN-EAU CLAIRE 105 GARFIELD AVENUE EAU CLAIRE WI 54701 SHARED SERVICES 7993965 BLACKBAUD INC PO BOX 830413 PHILADELPHIA PA 19182 SOFTWARE SERVICES 120575 2 23985 350000 8175446 1685712 8549431 ALUMNI EVENTS 611710 311822 311822 PROGRAM RENTAL INCOME 532000 29010 29010 340832 1024538 1024538 9027 9027 62817665 56147389 6670276 6670276 6670276 19085 23985 8170 10915 10915 39873 47466 -7593 -7593 ADMINISTRATIVE INCOME 900099 170919 170919 170919 16768345 340832 0 7878082 5311929 5311929 2997482 2997482 1931259 1126130 805129 31144 31144 52000 52000 87351 87351 87766 49275 38491 1089 1089 175985 18068 157917 24 24 90280 90280 6887 6887 8559 8559 18224 18224 DUES AND SUBSCRIPTIONS 219215 219215 STUDENT HELP 154823 154823 EVENT EXPENSES 69020 69020 DONOR CULTIVATION 29738 29738 11272775 8309411 1686986 1276378 2596189 3041556 0 3543818 27712255 6445549 74399 22183 44598 44598 97558 186101 84580 45805 44316 38775 70150131 76138643 24049033 25035070 124768479 114496293 548738 869110 21053081 2755773 200653 191705 21802472 3816588 X 14592832 18005881 88373175 92673824 102966007 110679705 124768479 114496293 X 5495570 1950146 267982 X 0 1 X 1 0 X 9293431 15093417 56013959 13175349 8549431 102125587 9293431 15093417 56013959 13175349 8549431 102125587 17099427 85026160 1895127 1597851 1799108 1958699 1033565 8284350 10915 10915 110420852 2136561 0.77000 0.76670 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 52000 52000 52000 52000 11220775 17759394 11272775 17811394 713639 1000000 178410 250000 0 0 0 0 737206 1000000 846177 1000000 3583383 5375075 90000 13500 76500 52000 232000 184302 250000 211544 250000 895846 1343769 2 17000 700 59727 1 1 X 3 314.00 1 1 20.00 140185480 8115967 8059816 2387480 5080049 3072231 145821503 122860525 13002837 13164121 2097303 4066218 2678482 140185480 88490726 55724008 -12588133 1871156 4115078 2779842 122860525 65168815 15089066 16242415 1712778 3931997 2364795 88490726 64737042 10077755 738889 1860444 5691147 2833280 65168815 0.00000 0.30155 0.69845 0 0 84580 45805 38775 38775 BEQUESTS RECEIVABLE 137603 ADVANCES - UW-EAU CLAIRE 789518 CASH SURRENDER VALUE OF LIFE INSURANCE 282128 DONATED LAND TO BE HELD IN PREPETUITY 207308 RELATED PARTY RECEIVABLE 18870531 SPLIT INTEREST AGREEMENTS 377836 BENEFICIAL INTEREST IN A PERPETUAL TRUST 4370146 25035070 INTERNAL CGA LIABILITY 191705 191705 PART II, LINE 9: CONSERVATION EASEMENTS ARE REPORTED IN THE FINANCIAL STATEMENTS AS REAL ESTATE PROPERTY AT A VALUE OF $1 PER ACRE. PART V, LINE 4: THERE ARE TWO MAIN USES FOR THE FOUNDATION'S ENDOWMENT FUNDS. FIRST, TO PROVIDE STUDENT SCHOLARSHIPS DESIGNATED SPECIFICALLY BY THE DONORS FOR THIS PURPOSE. SECOND, FOR GENERAL OPERATIONAL SUPPORT OF THE UNIVERSITY'S DEPARTMENTS WHICH HAVE ALSO BEEN SPECIFICALLY DESIGNATED BY THE DONORS. EATS 2024 43070 23985 19085 8170 43070 23985 19085 8170 8170 10915 1 UNIVERSITY OF WISCONSIN - EAU CLAIRE 105 GARFIELD AVENUE EAU CLAIRE WI 54701 391805963 STATE OF WISCONSIN 5311929 0 UNIVERSITY DEPARTMENT SUPPORT 1 0 STUDENT SCHOLARSHIPS 1693 2830871 FACULTY/STAFF AWARDS 74 166611 PART I, LINE 2: STUDENT SCHOLARSHIPS ARE ADMINISTERED THROUGH THE UW-EAU CLAIRE FINANCIAL AIDS OFFICE. USING A DIRECT APPLICATION METHOD, SCHOLARSHIP AWARD AMOUNTS ARE DEPOSITED DIRECTLY INTO THE STUDENT'S UNIVERSITY CAMPUS ACCOUNT. THE FINANCIAL AIDS OFFICE MONITORS ALL THE FINANCIAL AID THAT EACH ENROLLED STUDENT RECEIVES. FACULTY AND STAFF AWARDS ARE ADMINISTERED THROUGH DEPARTMENT CHAIRS OR IN THE CASE OF THE SIX EXCELLENCE AWARDS, THOSE ARE PROCESSED THROUGH STAFF NOMINATIONS SUBMITTED TO A DESIGNATED CAMPUS COMMITTEE. X 1 410 COST OF DONATED ART X 28 1622311 FAIR MARKET VALUE X OTHER ITEMS/EQUIPMENT 10 50491 COST OF DONATED EQUI X MACHINERY EQUIPMENT 1 12500 COST OF DONATED EQUI 0 0 1 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 3 THE ORGANIZATION CONTRACTS WITH THE UNIVERSITY OF WISCONSIN-EAU CLAIRE TO LEASE EMPLOYEES. THE ORGANIZATION ESTIMATES THAT APPROXIMATELY $94,000 OF THE CEO'S SALARY, $124,000 OF THE PRESIDENT'S SALARY, $83,000 OF THE ASSISTANT SECRETARY'S SALARY, AND $74,000 AND $105,000 OF THE TWO ASSISTANT TREASURERS' SALARIES ARE FOR SERVICES RENDERED TO THE ORGANIZATION. THESE INDIVIDUALS ARE NOT OFFICERS, DIRECTORS, OR KEY EMPLOYEES OF THE UNIVERSITY OF WISCONSIN-EAU CLAIRE. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS EMAILED TO ALL FINANCE/AUDIT COMMITTEE, MEMBERS AND IS REVIEWED AND APPROVED BY THE ASSISTANT TREASURER, TREASURER, FINANCE/AUDIT COMMITTEE CHAIR, AND EXECUTIVE DIRECTOR PRIOR TO FILING. A COPY IS ALSO MADE AVAILABLE TO THE BOARD OF DIRECTORS ELECTRONICALLY VIA ONBOARD AND EMAIL FOR REVIEW AND APPROVAL PRIOR TO FILING THE FORM 990 WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C EACH DIRECTOR, PRINCIPAL OFFICER, AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS SUCH PERSON: (A) HAS RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY, (B) HAS READ AND UNDERSTANDS THE POLICY, (C) HAS AGREED TO COMPLY WITH THE POLICY, AND (D) UNDERSTANDS THE ORGANIZATION IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. A FOUNDATION BOARD MEMBER WHO HAS A KNOWN MATERIAL FINANCIAL INTEREST IN A PENDING OR PROPOSED TRANSACTION OR BUSINESS ARRANGEMENT INVOLVING THE UW-EAU CLAIRE FOUNDATION SHALL PROMPTLY DISCLOSE TO THE BOARD THE EXISTENCE OF THE INTEREST AND OTHER MATERIAL INFORMATION THAT THE BOARD MEMBER MAY HAVE REGARDING THE TRANSACTION OR ARRANGEMENT. THE FOUNDATION SECRETARY SHALL REVIEW THE ANNUAL DISCLOSURES AND WILL PROMPTLY SUBMIT TO THE FOUNDATION'S EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE WILL REVIEW THE MATTER AND DETERMINE WHETHER THERE IS A CONFLICT OF INTEREST. IF THE INTERESTS BEING REVIEWED INVOLVE A MEMBER OF THE EXECUTIVE COMMITTEE, THE MEMBER SHALL NOT PARTICIPATE IN OR BE PRESENT DURING THE COMMITTEE'S CONSIDERATION OF THE MATTER EXCEPT AS REQUESTED BY THE COMMITTEE TO ANSWER QUESTIONS OR PROVIDE INFORMATION. IF A CONFLICT IS DETERMINED TO BE PRESENT, THE INTERESTED BOARD MEMBER WILL HAVE AN OPPORTUNITY TO COMMENT OR ADDRESS THE ISSUE WITH THE EXECUTIVE COMMITTEE. FOR VOTE ON THE MATTER, THE INTERESTED MEMBER WILL ABSTAIN FROM FINAL DISCUSSION AND MAJORITY VOTE WITH THE REMAINING BOARD. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST OR ON THE ORGANIZATION'S WEBSITE. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF BEQUESTS 1,974. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 38,777. CHANGE IN CASH SURRENDER VALUE OF LIFE INSURANCE 12,465. CHANGE IN VALUE OF BENEFICIAL INTERESTS 244,235. OTHER CHANGES IN NET ASSETS -29,469. BLUGOLD ENTREPRENEURS LLC 105 GARFIELD AVENUE EAU CLAIRE WI 54701 842857064 TO MONITOR THE ENTREPRENEURIAL EDUCATION PROGRAMS. 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