2026-02-20T16:56:35-06:00 2025-06-30 390974031 WEGNER CPAS LLP 2921 LANDMARK PL STE 300 MADISON WI 537134236 990 2024-07-01 391681809 WISCONSIN ACADEMY FOUNDATION INCORPORATED WISC 6087336633 1922 UNIVERSITY AVE MADISON WI 53726 ERIKA MONROE-KANE EXECUTIVE DIRECTOR 6087336633 2026-02-18 1 0 JASON STEPHENS CPA P01263225 6082744020 2026-01-27 2024 2025-03-06 01:10:19Z ERIKA MONROE-KANE 1922 UNIVERSITY AVE MADISON WI 53726 6007061 0 X WISCONSINACADEMY.ORG X 1989 WI TO PROMOTE, ENCOURAGE AND INCREASE THE PUBLIC'S KNOWLEDGE AND APPRECIATION OF THE WISCONSIN ACADEMY OF SCIENCES, ARTS AND LETTERS AND TO FOSTER THE GROWTH AND DEVELOPMENT OF THE WISCONSIN ACADEMY OF SCIENCES, ARTS AND LETTERS. 11 11 0 10 0 0 5104 100 0 0 225815 701132 0 0 230919 701232 308326 312981 0 0 0 0 0 0 0 35002 37812 343328 350793 -112409 350439 6178946 6491132 0 280 6178946 6490852 X TO SECURE FINANCIAL SUPPORT FOR THE WISCONSIN ACADEMY OF SCIENCES, ARTS AND LETTERS BY INCREASING THE ENDOWMENT AND FURTHERING THE GOALS OF THE ACADEMY TO ENCOURAGE INVESTIGATION, DISSEMINATE KNOWLEDGE, AND PROMOTE APPLICATION OF THE SCIENCES, ARTS AND LETTERS FOR THE PEOPLE OF WISCONSIN. 0 0 312981 312981 0 THE WISCONSIN ACADEMY FOUNDATION IS THE DEVELOPMENT ARM OF THE WISCONSIN ACADEMY OF SCIENCES, ARTS AND LETTERS. THE FOUNDATION, IN COOPERATION WITH THE ACADEMY, SOLICITS, RECEIVES, ADMINISTERS, AND INVESTS CONTRIBUTIONS OR GIFTS FOR THE SOLE BENEFIT OF THE WISCONSIN ACADEMY OF SCIENCES, ARTS, AND LETTERS. 312981 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 WI X CASCADE CPA 6088243002 8040 EXCELSIOR DR STE 300 MADISON WI 53717 MARK BRADLEY PRESIDENT 1.00 1.00 X X 0 0 0 JACK KUSSMAUL VICE PRESIDENT 1.00 X X 0 0 0 ARJUN SANGA SECRETARY 1.00 X X 0 0 0 MIKE KOLLATH TREASURER 1.00 1.00 X X 0 0 0 ROBERTA FILICKY-PENESKI DIRECTOR 1.00 1.00 X 0 0 0 FRANK BYRNE DIRECTOR 1.00 1.00 X 0 0 0 ANDY RICHARDS DIRECTOR 1.00 X 0 0 0 BETTY CUSTER DIRECTOR 1.00 X 0 0 0 KRISTEN CARREIRA DIRECTOR 1.00 X 0 0 0 STEVE WILDECK DIRECTOR 1.00 X 0 0 0 RICHARD DONKLE DIRECTOR 1.00 X 0 0 0 TOM LULJAK DIRECTOR (THRU DECEMBER) 1.00 1.00 X 0 0 0 ERIKA MONROE-KANE EXECUTIVE DIRECTOR 5.00 40.00 X 0 97863 4247 0 97863 4247 0 0 0 0 0 100 100 154652 154652 5852309 5305829 546480 546480 546480 701232 0 0 701132 312981 312981 4970 4970 32842 32842 350793 312981 37812 0 6125589 6428850 49155 62282 4202 0 6178946 6491132 0 280 0 280 X 4041445 4260618 2137501 2230234 6178946 6490852 6178946 6491132 350439 -38533 0 X 0 1 X 1 0 X X 1 WISCONSIN ACADEMY OF SCIENCES ARTS AND LETTERS 391054856 7 1 312981 0 1 312981 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PART VI, SECTION C, LINE 1: THE PRESIDENT, PAST PRESIDENT, AND TREASURER OF THE WISCONSIN ACADEMY OF SCIENCES, ARTS AND LETTERS ("THE ACADEMY") ARE DIRECTORS OF THE FOUNDATION BOARD WITH VOTING POWERS. THE EXECUTIVE DIRECTOR OF THE ACADEMY SERVE ON THE FOUNDATION BOARD WITHOUT VOTING RIGHTS. THUS EVEN THOUGH MAJORITY OF FOUNDATION BOARD MEMBERS ARE INDEPENDENT OF THE ACADEMY THERE IS SIGNIFICANT COMMON MANAGEMENT BETWEEN THE ORGANIZATIONS. 3436393 263981 193759 91523 9603 3793007 3345400 5104 212210 94777 31544 3436393 1977784 1303892 170445 97153 9568 3345400 2339413 201 -250363 111467 1977784 1950292 11486 463438 85803 2339413 0.41201 0.50044 0.08755 1 0 0 DUE TO WISCONSIN ACADEMY OF SCIENCES, ARTS AND LETTERS 280 280 PART V, LINE 4: THE WISCONSIN ACADEMY FOUNDATION, INCORPORATED HAS AN ENDOWMENT FUND HELD BY TRUST POINT MANAGEMENT GROUP WHICH CONSISTS OF DONOR-RESTRICTED FUNDS. THE FOUNDATION HAS A TRUST AGREEMENT THAT STATES THAT THE ENDOWMENT WILL HOLD AND INVEST THE FUNDS FOR THE SOLE BENEFIT OF THE WISCONSIN ACADEMY OF SCIENCES, ARTS AND LETTERS. 1 WISCONSIN ACADEMY OF SCIENCES ARTS AND LETTERS 1922 UNIVERSITY AVE MADISON WI 53726 391054856 501(C)(3) 312981 0 GENERAL SUPPORT 1 0 PART I, LINE 2: VARIOUS DIRECTORS THAT SERVE ON THE GOVERNING BODY OF WISCONSIN ACADEMY FOUNDATION ALSO SERVE AS DIRECTORS ON THE GOVERNING BODY OF WISCONSIN ACADEMY OF SCIENCES, ARTS AND LETTERS. THESE DIRECTORS ENSURE THAT THE ACADEMY'S BUDGET, PLANS, AND PROGRAMS ARE IN LINE WITH THE MISSION AND EXEMPT PURPOSE OF THE ACADEMY. THE TREASURER ALSO REVIEWS AND REPORTS ON THE FINANCIAL STATEMENTS AND THE EXECUTIVE DIRECTOR REPORTS ON THE PROGRAMMING TO THE FOUNDATION'S DIRECTORS AND THE ACADEMY'S COUNCIL. FORM 990, PART VI, SECTION A, LINE 7A THE PRESIDENT, PAST PRESIDENT, AND TREASURER OF THE WISCONSIN ACADEMY OF SCIENCES, ARTS AND LETTERS ("THE ACADEMY") SHALL BE EX-OFFICIO DIRECTORS OF THE BOARD WITH VOTING POWERS. IF EITHER THE PRESIDENT, PAST PRESIDENT OR TREASURER IS UNABLE TO SERVE AS A VOTING DIRECTOR, THE ACADEMY COUNCIL PRESIDENT MAY APPOINT A DESIGNEE TO SERVE AS A DIRECTOR WITH VOTING RIGHTS. FORM 990, PART VI, SECTION B, LINE 11B THE PREPARED FORM 990 IS REVIEWED AND APPROVED BY THE TREASURER OF THE FOUNDATION AND ALL FOUNDATION MEMBERS ARE PROVIDED A COPY OF THE RETURN BEFORE IT IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C DIRECTORS, OFFICERS AND COMMITTEE MEMBERS ANNUALLY SIGN A STATEMENT THAT THEY HAVE READ, UNDERSTOOD AND AGREE TO COMPLY WITH THE CONFLICTS OF INTEREST POLICY. THEY ALSO ACKNOWLEDGE THAT THEY HAVE NOT PARTICIPATED IN AN ACTIVITY THAT WOULD QUALIFY AS A CONFLICT OF INTEREST IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST. AN INDIVIDUAL MUST DISCLOSE TO THE FINANCE AND AUDIT COMMITTEE THE EXISTENCE AND NATURE OF ANY CONFLICT OF INTEREST THAT IS EXPECTED IN ANY INSTANCE TO RESULT IN A BENEFIT, EITHER DIRECT OR INDIRECT. THE DIRECTORS SHALL, IF APPROPRIATE, APPOINT A DISINTERESTED MEMBER OF THE FINANCE AND AUDIT COMMITTEE WHO DOES NOT HAVE A CONFLICT OF INTEREST TO EVALUATE THE DISCLOSURE DURING DISCUSSION OF, AND VOTE ON, ANY TRANSACTION THAT COULD RESULT IN A CONFLICT OF INTEREST AND THE INDIVIDUAL WITH A CONFLICT MUST NOT BE PRESENT. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MADE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. WISCONSIN ACADEMY OF SCIENCES ARTS AND LETTERS 1922 UNIVERSITY AVE MADISON WI 53726 391054856 TO PROMOTE THE SCIENCES, ARTS, AND LETTERS THROUGHOUT WISCONSIN WI 501(C)(3) LINE 7 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0