2025-03-14T11:02:29-05:00 2024-06-30 410746749 CLIFTONLARSONALLEN LLP 8215 GREENWAY BOULEVARD SUITE 600 MIDDLETON WI 53562 990 2023-07-01 396051705 THE UW - PLATTEVILLE FOUNDATION INC UW-P 6083421242 ULLSVIK HALL 1 UNIVERSITY PLAZA PLATTEVILLE WI 53818 STACIA STEPHENSON EXECUTIVE DIRECTOR 6083421242 2025-03-13 1 1 LAURA SCHWEITZER CPA P01760010 6086628600 2025-03-13 2023 2025-03-06 01:10:19Z STACIA STEPHENSON ULLSVIK HALL 1 UNIVERSITY PLAZA PLATTEVILLE WI 53818 15786741 0 X WWW.UWPLATT.EDU/FOUNDATION X 1948 WI CONTINUED IN SCHEDULE O 24 24 0 21 0 0 8009565 7917988 0 0 1227245 1603394 -6591 56601 9230219 9577983 4422956 5436473 0 0 70977 102042 0 0 441749 850329 759489 5344262 6298004 3885957 3279979 56102024 63610597 326311 335441 55775713 63275156 X CONTINUED IN SCHEDULE O 0 0 5436473 5436473 0 ENDOWMENT FUND - GRANT SCHOLARSHIPS AND PROVIDE OTHER SERVICES TO THE UNIVERSITY OF WISCONSIN - PLATTEVILLE. 5436473 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 10 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 24 24 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 WI X MOLLY PARRISH 6083427581 2200 ULLSVIK HALL 1 UNIVERSITY PLATTEVILLE WI 53818 JOSHUA BOOTS EXECUTIVE DIRECTOR (THROUGH NOV) 2.00 40.00 X 137622 0 32865 STACIA STEPHENSON EXECUTIVE DIRECTOR 2.00 40.00 X 97886 0 31634 JOSEPH DENK FOUNDATION CHAIR 5.00 0.00 X X 0 0 0 RON MEISSEN FOUNDATION VICE CHAIR 4.00 0.00 X X 0 0 0 MARGARET KEEHN FOUNDATION TREASURER 4.00 0.00 X X 0 0 0 ANN MOYER FOUNDATION SECRETARY 4.00 0.00 X X 0 0 0 KRISTEN CADMAN COMMITTEE CHAIR 4.00 0.00 X 0 0 0 GREG LOEK COMMITTEE CHAIR 4.00 0.00 X 0 0 0 DARIN PAULS COMMITTEE CHAIR 4.00 0.00 X 0 0 0 DOUG BUHLER COMMITTEE CHAIR 4.00 0.00 X 0 0 0 DAN SMITH COMMITTEE CHAIR 4.00 0.00 X 0 0 0 TORI ERICKSON DIRECTOR 3.00 0.00 X 0 0 0 RICHARD BURGERMEISTER DIRECTOR 3.00 0.00 X 0 0 0 LANA WIESE DIRECTOR 3.00 0.00 X 0 0 0 JEFF INGEBRITSEN DIRECTOR 3.00 0.00 X 0 0 0 JERRY KOBISKE DIRECTOR 3.00 0.00 X 0 0 0 MARY WAGNER DIRECTOR 3.00 0.00 X 0 0 0 DAVID MURPHY DIRECTOR 3.00 0.00 X 0 0 0 JIM RYAN DIRECTOR 3.00 0.00 X 0 0 0 DION SHAW DIRECTOR 3.00 0.00 X 0 0 0 CHUCK BROKOPP DIRECTOR 3.00 0.00 X 0 0 0 ELLEN ULLSVIK DIRECTOR 3.00 0.00 X 0 0 0 CAROL WEBER DIRECTOR 3.00 0.00 X 0 0 0 KATHY BUHR DIRECTOR 3.00 0.00 X 0 0 0 MITTIE DEN HERDER DIRECTOR 3.00 0.00 X 0 0 0 MATTHEW RICHARDS DIRECTOR 3.00 0.00 X 0 0 0 235508 0 64499 1 0 1 1 FIDUCIENT ADVISORS LLC 550 W MADISON ST STE 1700 CHICAGO IL 60661 INVESTMENT SERVICES 138443 1 59931 7858057 222094 7917988 1605513 1605513 6143413 6145532 -2119 -2119 -2119 37194 59931 61106 -23912 -23912 4879 2120 2759 2759 MISC REVENUE 900099 77754 77754 77754 9577983 0 0 1659995 3872856 3872856 1563617 1563617 102042 102042 39034 39034 166876 166876 25491 15241 10250 140916 10590 130326 128244 127796 448 14371 13215 1156 47394 47394 34487 8960 25527 641 641 HOSTING & ENTERTAINMENT 76073 11715 64358 PROGRAM SUPPORT 45384 45384 DUES & SUBSCRIPTIONS 11537 6206 5331 29041 19508 9533 6298004 5436473 419782 441749 1612361 3533216 6324043 4725496 4279 0 99230 86764 248633 248633 0 0 45600477 53987331 2461634 1277790 56102024 63610597 326311 335441 326311 335441 X -25618 2118451 55801331 61156705 55775713 63275156 56102024 63610597 3279979 4219464 0 X 0 1 X 1 0 X 4166798 5163302 14706512 8009565 7917988 39964165 890068 704580 765855 2360503 4166798 5163302 15596580 8714145 8683843 42324668 3539278 38785390 920463 856407 1149127 1227221 1605513 5758731 5768 5768 68121 137508 39792 -5903 77754 317272 48406439 90311 0.80120 0.78530 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: GAMING ACTIVITIES - 2020 AMOUNT: $ 1,085. MISC REVENUE - 2019 AMOUNT: $ 68,121. 2020 AMOUNT: $ 131,816. 2021 AMOUNT: $ 39,792. 2022 AMOUNT: $ -5,903. 2023 AMOUNT: $ 77,754. T-SHIRT AND MASK SALES - 2020 AMOUNT: $ 4,607. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 49136414 6221526 4514615 3502809 56369746 40929122 6161639 3037445 991792 49136414 36649967 10328080 -5200208 848717 40929122 26546768 2643415 8039574 579790 36649967 25812617 2518702 -443739 1340812 26546768 0.02953 0.80665 0.16382 0 0 248633 248633 0 0 X PART V, LINE 4: THE UW-PLATTEVILLE FOUNDATION'S ENDOWMENTS CONSIST OF 557 FUNDS ESTABLISHED TO SUPPORT A VARIETY OF SCHOLARSHIPS AND DEVELOPMENT ACTIVITIES AT UW-PLATTEVILLE. PART X, LINE 2: THE UNIVERSITY OF WISCONSIN - PLATTEVILLE FOUNDATION, INC. IS AN EXEMPT CHARITY UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND THEREFORE IS NOT SUBJECT TO FEDERAL OR STATE INCOME TAX. THE FOUNDATION IS SUBJECT TO INCOME TAX REGULATIONS IN THE UNITED STATES FEDERAL JURISDICTION AND IN THE STATE OF WISCONSIN. TAX REGULATIONS WITHIN EACH JURISDICTION ARE SUBJECT TO INTERPRETATION OF THE RELATED TAX LAWS AND REGULATIONS AND REQUIRE SIGNIFICANT JUDGMENT TO APPLY. THE FOUNDATION MUST RECOGNIZE THE TAX BENEFITS ASSOCIATED WITH TAX POSITIONS TAKEN FOR TAX RETURN PURPOSES WHEN IT IS MORE-LIKELY-THAN-NOT THE POSITION WILL BE SUSTAINED. THE FOUNDATION DOES NOT BELIEVE THERE ARE ANY MATERIAL UNCERTAIN TAX POSITIONS AND, ACCORDINGLY, IT DID NOT RECOGNIZE ANY LIABILITY FOR UNRECOGNIZED TAX BENEFITS. FOR THE YEARS ENDING JUNE 30, 2024 AND 2023, THERE WERE NO INTEREST OR PENALTIES RECORDED OR INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS. BILSA ALUMNI GOLF OUTING 27630 14751 12879 1500 4249 9933 808 2024 FOOTBALL GOLF OUTING 17600 6100 11500 2525 3770 4260 350 4 51895 39080 12815 47 4815 4260 18475 6114 97125 59931 37194 1547 7340 12279 32668 7272 61106 -23912 1 UNIVERSITY OF WISCONSIN-PLATTEVILLE 1 UNIVERSITY PLAZA PLATTEVILLE WI 53818 391805963 GOVERNMENT 3872856 0 UNIVERSITY PROGRAMS 1 0 UNIVERSITY OF WISCONSIN-PLATTEVILLE SCHOLARSHIPS 1207 1563617 PART I, LINE 2: THE FOUNDATION PROVIDES THE AMOUNT AVAILABLE AND THE CRITERIA FOR AWARDING. FOUNDATION UTILIZES BLACKBAUD AWARD MANAGEMENT SOFTWARE THAT MATCHES APPLICANTS TO CRITERIA. APPLICANTS ARE BLIND REVIEWED TO AVOID PARTISAN SELECTION. THE SOFTWARE TRACKS APPLICATIONS AND AWARDING BY COMMITTEES. THE UNIVERSITY PAYS THE EXPENSES, THEN PROVIDES THE FOUNDATION WITH DOCUMENTATION AND PURPOSE TO SHOW CRITERIA HAD BEEN MET. THE FOUNDATION REIMBURSES THE UNIVERSITY FROM THE APPROPRIATE FUND ONCE ALL DOCUMENTATION IS APPROVED. 0 0 0 0 0 0 0 0 0 JOSHUA BOOTS EXECUTIVE DIRECTOR (THROUGH NOV) 137622 0 0 0 0 0 14086 0 18779 0 170487 0 0 0 FORM 990, PART VII, SECTION A, LINE 5 JOSHUA BOOTS, EXECUTIVE DIRECTOR AND STACIA STEPHENSON, EXECUTIVE DIRECTOR ARE EMPLOYEES OF THE UNIVERSITY OF WISCONSIN-PLATTEVILLE, AN UNRELATED ORGANIZATION. JOSHUA'S TOTAL 2023 CALENDAR YEAR COMPENSATION PAID BY THE UNIVERSITY IS $170,487. STACIA'S TOTAL 2023 CALENDAR YEAR COMPENSATION PAID BY THE UNIVERSITY IS $27,569. X 300 FAIR MARKET VALUE X 6 151753 FAIR MARKET VALUE X EQUIPMENT 3 62400 FAIR MARKET VALUE X OTHER IN-KIND 2 5396 FAIR MARKET VALUE 0 0 1 0 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTORS IS BEING REPORTED. FORM 990, PART I, LINE 1 THE UW-PLATTEVILLE FOUNDATION, INC (UWPF) IS COMMITTED TO SUPPORTING THESE PILLARS OF THE UNIVERSITY OF WISCONSIN-PLATTEVILLE'S MISSION. THE UWPF SUPPORTS STUDENT ACCESS AND SUCCESS THROUGH SCHOLARSHIP AND ACADEMIC PROGRAM SUPPORT (SEE BELOW): SCHOLARSHIP SUPPORT: THE UWPF DISTRIBUTES ROUGHLY 565 DONOR-FUNDED SCHOLARSHIPS AND AN ESTIMATED $1,600,000 FROM THESE AWARDS, ANNUALLY. ACADEMIC PROGRAM SUPPORT: THE UWPF HOLDS 331 ADDITIONAL FUNDS THAT PROVIDE DIRECT SUPPORT OF UW-PLATTEVILLE'S ACADEMIC PROGRAMS, AS WELL AS THEIR FACULTY AND STAFF. THE UWPF CONSISTENTLY HEARS FEEDBACK THAT OUR STUDENTS GRADUATE "READY TO WORK AND THAT IS LARGELY BECAUSE OF UW-PLATTEVILLE'S COMMITMENT TO PROVIDING HANDS-ON LEARNING OPPORTUNITIES FOR ITS CURRENT STUDENTS. 95% OF OUR STUDENTS HAVE A JOB UPON GRADUATION, WHILE 70% OF OUR GRADUATES BEGIN THEIR CAREERS IN THE STATE OF WISCONSIN. THE UWPF ALUMNI, DONORS, AND FRIENDS PLAY A LARGE PART IN THE SUCCESS OF UW-PLATTEVILLE'S STUDENTS THROUGH FINANCIAL SUPPORT, MENTORSHIP, AND TIME VOLUNTEERED. FORM 990, PART 3, LINE 1 THE UW-PLATTEVILLE FOUNDATION, INC (UWPF) PROVIDES SUPPLEMENTAL FUNDS TO UW-PLATTEVILLE, MAINLY FUNDED THROUGH SCHOLARSHIPS, FACULTY/STAFF SUPPORT, AND PROGRAM SUPPORT. THE UWPF HAS DISPLAYED SIGNIFICANT FUNDRAISING SUCCESS IN THE LAST FOUR YEARS, BREAKING THE PREVIOUS FUNDRAISING HIGH EACH YEAR. THE UWPF, IN CONJUNCTION WITH ITS BOARD OF DIRECTORS, HAS INCREASED THE ENDOWMENT FROM ROUGHLY $18,000,000 IN 2015 TO NEARLY $50,000,000 IN 2024. IN JUNE 2024, THE UW-PLATTEVILLE FOUNDATION AND UW-PLATTEVILLE ALUMNI ASSOCIATION BOARD OF DIRECTORS MERGED TO CREATE THE UW-PLATTEVILLE FOUNDATION AND ALUMNI ASSOCIATION BOARD OF DIRECTORS. THIS ENDEAVOR ALLOWED THE UWPF TO COMBINE THE 24 UW-PLATTEVILLE BOARD MEMBERS WITH 7 UW-PLATTEVILLE ALUMNI ASSOCIATION MEMBERS, CREATING A 31-PERSON UWPF BOARD OF DIRECTORS. THIS CHANGE ALLOWS THE UWPF TO BE MORE EFFICIENT WITH RESOURCES, WHILE WORKING TOWARDS THE SAME VISION: SUPPORT FOR THE UNIVERSITY OF WISCONSIN-PLATTEVILLE AND ITS STUDENTS. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE SHALL BE COMPOSED OF THE OFFICERS OF THE FOUNDATION, AND THE CHAIRS OF EACH OF THE STANDING COMMITTEES. THE CHANCELLOR OF UNIVERSITY OF WISCONSIN- PLATTEVILLE, AND THE EXECUTIVE DIRECTOR OF THE FOUNDATION SHALL SERVE AS EX-OFFICIO, NON-VOTING MEMBERS OF THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE SHALL HAVE AND SHALL EXERCISE THE AUTHORITY OF THE BOARD OF DIRECTORS IN THE CONDUCT OF THE ROUTINE BUSINESS OF THE FOUNDATION BETWEEN MEETINGS OF THE BOARD. IT SHALL NOT HAVE THE AUTHORITY TO FILL VACANCIES OR CHANGE THE BYLAWS. FORM 990, PART VI, SECTION B, LINE 11B THE RETURN IS PRESENTED TO THE BOARD VIA EMAIL OR PART OF A PACKET FOR THE NEXT BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO COMPLETE DISCLOSURE STATEMENTS ANNUALLY. STATEMENT IS THEN REVIEWED BY THE BOARD OFFICERS ANNUALLY. IF A CONFLICT ARISES THE PERSON INVOLVED WITH THE CONFLICT IS NOT ALLOWED TO BE INVOLVED IN THE DECISION PROCESS OF WHAT ACTION IS BEING TAKEN. THE BOARD WILL VOTE ON THE CONFLICT MATTER WITHOUT THE CONFLICTED INDIVIDUAL. THE CONFLICT AND THE RESOLUTION ARE DOCUMENTED IN THE BOARD MINUTES. FORM 990, PART VI, SECTION B, LINE 15 OFFICERS AND OTHER BOARD MEMBERS ARE NOT COMPENSATED. THE EXECUTIVE DIRECTOR AND CFO ARE ARE NOT PAID BY UW PLATTEVILLE FOUNDATION BUT RATHER BY THE UNIVERSITY OF WISCONSIN-PLATTEVILLE. THEIR SERVICES ARE A GIFT IN KIND FROM THE UNIVERSITY. COMPENSATION IS DETERMINED VIA THE UNIVERSITY AND THE STATE OF WISCONSIN PROCESSES AND POLICIES. FORM 990, PART VI, SECTION C, LINE 19 COPIES OF FINANCIAL STATEMENTS, GOVERNING DOCUMENTS AND THE CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. UW-PLATTEVILLE REAL ESTATE FOUNDATION INC 190 MARKET STREET PLATTEVILLE WI 53818 352396254 REAL ESTATE DEALINGS FOR THE EXCLUSIVE BENEFIT OF UW-PLATTEVILLE WI 501(C)(3) 509(A)(3) UNIVERSITY OF WISCONSIN - PLATTEVILLE 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0