2025-01-13T16:45:10-06:00 2024-06-30 390912608 HAWKINS ASH CPAS LLP 3720 NOTTINGHAM DR NW SUITE 100 ROCHESTER MN 55901 990 2023-07-01 237079002 WINONA STATE UNIVERSITY FOUNDATION WINO 5074575518 PO BOX 5838 WINONA MN 559875838 DIANE AMUNDSON PRESIDENT 5074575021 2025-01-13 1 1 BRITTANY F LEONARD P01646690 5074241233 2025-01-13 2023 2024-10-15 13:58:12Z JON OLSON PO BOX 5838 WINONA MINNESOTA MN 55987 34472784 0 X WWW.WINONA.EDU/FOUNDATION X 1979 MN ENCOURAGE BEQUESTS AND DONATIONSFOR THE BENEFIT OF THE EDUCATION PROGRAMS OF WINONA STATE UNIVERSITY 26 26 0 50 -9687 0 2881382 2566968 859396 1080269 2570395 1149706 205081 145490 6516254 4942433 2987457 2627907 0 0 0 0 0 0 85371 1243899 1383946 4231356 4011853 2284898 930580 79737621 86205215 11249318 10280043 68488303 75925172 ENCOURAGE BEQUESTS AND DONATIONS FOR THE BENEFIT OF STUDENTS AND THE EDUCATIONAL PROGRAMS OF WINONA STATE UNIVERSITY 0 0 2182407 2182407 SCHOLARSHIPS TO APPROXIMATELY 775 WINONA STATE UNIVERSITY STUDENTS. 348527 933928 STUDENT HOUSING ACTIVITIES, THE FOUNDATION OPERATES STUDENT HOUSING COMPRISING 100 UNITS AND MORE THAN 370 STUDENTS. 778403 445500 146341 GRANTS AND EXPENDITURES SUPPORTING WINONA STATE UNIVERSITY PROGRAMS AND ACTIVITIES. THE FOUNDATION GRANTS SUPPORT OVER 120 INDIVIDUAL PROGRAMS AT WINONA STATE UNIVERSITY. 3309337 1 1 0 0 0 1 0 1 0 1 1 0 0 0 1 1 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 0 0 0 1 20 0 1 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 26 26 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 MN X PHIL SONNENBERG 5074575020 WINONA STATE UNIVERSITY WINONA MN 55987 X DIANE AMUNDSON PRESIDENT 5.00 X X 0 0 0 THOMAS WYNN IMMEDIATE PAST CHAIR 5.00 X X 0 0 0 JOHN MCSHEA CHAIR ELECT 5.00 X X 0 0 0 HOWARD BICKER TRUSTEE 1.00 X 0 0 0 GEORGE BOLON TRUSTEE 1.00 X 0 0 0 BOB BREWER TRUSTEE 1.00 X 0 0 0 SCOTT ELLINGHUYSEN TRUSTEE 1.00 X 0 0 0 KRIS WENKER TRUSTEE 1.00 X 0 0 0 BONNIE CLIPPER TRUSTEE 1.00 X 0 0 0 REGGIE JOHNSON SECRETARY 5.00 X X 0 0 0 MARK NICHOLS TRUSTEE 1.00 X 0 0 0 TIM MISSLING TREASURER 5.00 X X 0 0 0 KEN MOGREN TRUSTEE 1.00 X 0 0 0 DAN MORTENSEN TRUSTEE 1.00 X 0 0 0 SCOTT JOHNSON TRUSTEE 1.00 X 0 0 0 SCOTT OPFER TRUSTEE 1.00 X 0 0 0 RILL REUTER TRUSTEE 1.00 X 0 0 0 DAVID RUBENSTEIN TRUSTEE 1.00 X 0 0 0 JON OLSON EXECUTIVE DIRECTOR 40.00 X X 0 0 0 MICHAEL RUSSELL TRUSTEE 1.00 X 0 0 0 RACHEL SCHROMEN TRUSTEE 1.00 X 0 0 0 BOB STRAUSS TRUSTEE 1.00 X 0 0 0 JIM ZUEHLKE TRUSTEE 1.00 X 0 0 0 KENNETH JANZ TRUSTEE 1.00 X 0 0 0 JORDAN FREDERICK TRUSTEE 1.00 X 0 0 0 COLTON COURTNEY TRUSTEE 1.00 X 0 0 0 PHIL SONNEBERG CFO 40.00 X 0 0 0 0 0 0 0 0 0 0 0 2566968 585753 2566968 STUDENT HOUSING 531390 933928 933928 OTHER PROGRAM ACTIVITIES 900004 146341 146341 1080269 1646076 1646076 5269 14956 -9687 -9687 -9687 28955562 29451932 -496370 -496370 -496370 218640 63463 155177 155177 4942433 1080269 -9687 1304883 445500 445500 2182407 2182407 76638 76638 248102 248102 16162 16162 317920 317920 268632 268632 SOFTWARE FEES 172040 172040 SPECIAL PROJECTS 88675 88675 DEVELOPMENT ACTIVITIES 85371 85371 MISCELLANEOUS 66398 66398 44008 6203 37805 4011853 3309337 617145 85371 1349891 1944615 1171853 877439 147720 196861 222054 222054 18738662 5961799 13045494 12776863 61090366 67234596 2710243 2952787 79737621 86205215 2828318 3057396 111308 139806 8197523 6962502 112169 120339 11249318 10280043 X 5345002 5476609 63143301 70448563 68488303 75925172 79737621 86205215 930580 6492289 14000 0 X X 0 1 X 1 0 X 7858003 1931504 2712383 2882125 2580915 17964930 1029623 894714 917444 919463 936934 4698178 8887626 2826218 3629827 3801588 3517849 22663108 22663108 1745225 1691600 1836633 2075699 2336789 9685946 -22475 -9687 -32162 32316892 0.70130 0.73580 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 738590 X X 0 55604861 1873513 7151787 2238714 5054 62386393 52265989 1076774 4340022 2068165 9759 55604861 60117645 1550382 -7600391 1795739 5908 52265989 48616237 1377702 11901939 1778233 60117645 42976155 4913327 1886031 1142705 16571 48616237 0.62690 0.37310 0 0 7160955 551846 7712801 10745288 5681226 5064062 280573 280573 0 12776863 GIFT ANNUITIES PAYABLE 120339 120339 X 11279039 6492289 14000 78419 6584708 4694331 248102 248102 4942433 3842170 78419 78419 3763751 248102 248102 4011853 PART V, LINE 4: ENDOWMENT FUNDS ARE TO BE USED TO FUND SCHOLARSHIPS FOR WINONA STATE UNIVERSITY STUDENTS AND TO SUPPORT WINONA STATE UNIVERSITY PROGRAMS AND ACTIVITIES. PART X, LINE 2: U.S. GAAP REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY A TAXING AUTHORITY. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION, AND HAS CONCLUDED THAT AS OF JUNE 30, 2024 AND 2023, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS: HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENTS DIRECT EXPENSES 63,463. RENTAL DIRECT EXPENSES 14,956. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENTS DIRECT EXPENSES 63,463. RENTAL DIRECT EXPENSES 14,956. WARRIOR CLUB INCOME 159544 159544 34782 ATHLETICS 45756 45756 22141 1 13340 13340 6540 218640 218640 63463 63463 155177 0 WINONA STATE UNIVERSITY PO BOX 5838 WINONA MN 55987 411687554 445500 0 SUPPORT EDUCATIONAL PROGRAMS AND STUDENTS AT WINONA STATE UNIVERSITY FOUNDATION. SCHOLARSHIPS TO WINONA STATE UNIVERSITY STUDENTS 2182407 X 4296 583314 QUOTED MARKET PRICE X SERVICES 1 14000 FAIR MARKET VALUE X MISCELLANEOUS SUPPLIES 3 2440 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FOUNDATION FORM 990 IS REVIEWED AND APPROVED BY THE AUDIT AND FINANCE COMITTEES PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C DISCUSSIONS AND VOTES CONCERNING THE CONFLICT. FORM 990, PART VI, SECTION C, LINE 19 COPY OF THE FINANCIAL STATEMENTS ARE PROVIDED TO THE STATE OF MINNESOTA. PART XII, LINE 2C THIS PROCESS HAS NOT CHANGED SINCE PRIOR YEAR. WSUF HOUSING LLC STUDENT HOUSING MN 933928 5626935 WINONA STATE UNIVERSITY FOUNDATION WSUF REF LLC STUDENT HOUSING MN 4692296 WINONA STATE UNIVERSITY FOUNDATION WSUF AVIATION RESOURCES PO BOX 5838 WINONA MN 55987 411764945 TRAINING MN 501(C)(7) 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 0