2025-01-17T11:10:13-05:00 2024-06-30 411414667 ESTERBROOKS CPAS LTD 302 W SUPERIOR ST STE200 DULUTH MN 55802 990 2023-07-01 396088707 UNIVERSITY OF WISCONSIN-SUPERIOR FOUNDATION INC UNIV 7153948452 PO BOX 2000 SUPERIOR WI 54880 JEANNE THOMPSON EXECUTIVE DIRECTOR 7153948452 2024-12-20 true false MICHAEL A PEDERSON P00454472 2187276846 2025-01-17 2023 2024-10-15 13:58:12Z JEANNE THOMPSON PO BOX 2000 SUPERIOR WI 54880 12719959 false X N/A X 1975 WI TO CULTIVATE, RECEIVE, INVEST AND MANAGE PHILANTHROPIC RESOURCES THAT SUPPORT EXCEPTIONAL OPPORTUNITIES FOR THE UNIVERSITY OF WISCONSIN-SUPERIOR, ITS STUDENTS, EMPLOYEES, PROGRAMS AND FACILITIES. 19 19 0 23 0 1614007 2239329 0 267892 458932 65624 35867 1947523 2734128 1556420 1831140 0 0 0 386340 1642728 3458027 3199148 5289167 -1251625 -2555039 27368618 27146362 432064 242716 26936554 26903646 TO CULTIVATE, RECEIVE, INVEST AND MANAGE PHILANTHROPIC RESOURCES THAT SUPPORT EXCEPTIONAL OPPORTUNITIES FOR THE UNIVERSITY OF WISCONSIN-SUPERIOR, ITS STUDENTS, EMPLOYEES, PROGRAMS AND FACILITIES. false false 1038712 1038712 STUDENT FINANCIAL AID, INCLUDING SCHOLARSHIP AWARDS, MAINTENANCE OF LOAN FUNDS, AND OTHER STUDENT SUPPORT FOR THE UNIVERSITY. 3459790 792428 35867 SUPPORT OF INSTRUCTIONAL AND INSTITUTIONAL PROGRAMS OF THE UNIVERSITY. 4498502 true true false false false false false false false true true false false false true false true false false false false false false false false false false true true true false false false false false false false false true false false false false false false false false true 2 0 true 0 false false false false false false false false false false false false X 19 19 false true false false false false false true true false false true true true true true true false false false MN WI X SCOTT WALLIN 7153948457 2221 EAST 5TH STREET SUPERIOR WI 54880 JIM TOMCZAK LAST PAST PR 1.00 X X 0 0 0 ODDI HJELLBAKK PRESIDENT 1.00 X X 0 0 0 DAVID ASLYN PRESIDENT-EL 1.00 X X 0 0 0 CHAD MATUSHAK TREASURER 1.00 X X 0 0 0 MATT TENEYCK SECRETARY 1.00 X X 0 0 0 JEFF ANDERSON DIRECTOR 1.00 X 0 0 0 SUDARSHAN CHOUDHURY DIRECTOR 1.00 X 0 0 0 RICHARD EISENMANN DIRECTOR 1.00 X 0 0 0 DOUG EVERSON DIRECTOR 1.00 X 0 0 0 STEFAN FLETCHER DIRECTOR 1.00 X 0 0 0 DAVID GRAICHEN DIRECTOR 1.00 X 0 0 0 GREG GREY DIRECTOR 1.00 X 0 0 0 HAROLD MATTSON DIRECTOR 1.00 X 0 0 0 TERRY MATTSON DIRECTOR 1.00 X 0 0 0 DEBORAH OLSON DIRECTOR 1.00 X 0 0 0 CONNIE HORYZA PETERSON DIRECTOR 1.00 X 0 0 0 ESTELLE ROCHMAN DIRECTOR 1.00 X 0 0 0 AVRAM SEGALL DIRECTOR 1.00 X 0 0 0 NANGUNERI SUMATHI DIRECTOR 1.00 X 0 0 0 JEANNE THOMPSON EXECUTIVE DI 20.00 20.00 X 0 147114 20372 SCOTT WALLIN ACCOUNTANT 15.00 X 0 0 0 147114 20372 false true false 2239329 28247 2239329 580315 580315 9864448 9985831 -121383 -121383 -121383 OTHER REVENUE 900099 35867 35867 35867 2734128 35867 458932 792428 792428 1038712 1038712 44829 44829 1600 1600 12150 12150 142672 142672 29580 29580 27210 9188 18022 63392 22978 40414 3385 3385 10798 10798 3734 3734 1358 1358 15565 15565 INSTITUTIONAL SUPPORT 2644384 2644384 CONTRACT LABOR 431468 121843 309625 STEWARDSHIP 14420 14420 PROFESSIONAL DEVELOPMENT 5823 5823 5659 1764 3895 5289167 4498502 404325 386340 119730 184370 4238668 2902687 2212646 1359793 138997 126740 2456 12257 20639327 22613869 155791 73386 27368618 27146362 408090 221459 23974 21257 432064 242716 X 2336277 2764918 24600277 24138728 26936554 26903646 27368618 27146362 -2555039 2522131 X false true X true false X 4348347 2024427 7250803 1614007 2239329 17476913 4348347 2024427 7250803 1614007 2239329 17476913 10109722 7367191 449789 361371 488422 537452 580315 2417349 19894262 151962 0.37030 0.36210 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 18681587 342627 2534519 479933 310233 20768567 17422692 449560 1711855 585095 317426 18681586 20769645 634603 -3276823 441448 263285 17422692 16808285 453110 4205020 442908 253861 20769646 13396691 3432405 626498 408074 239236 16808284 0.03760 0.63970 0.32270 false false 87971 86129 1842 51026 40611 10415 12257 LEASE LIABILITY 21257 21257 5126313 2522131 12726 2534857 2591456 142672 142672 2734128 5159221 12726 12726 5146495 142672 142672 5289167 SCHEDULE D, PAGE 2, PART V, LINE 4 THE ENDOWMENT FUNDS ARE INTENDED TO BE USED TO SUPPORT THE MISSION OF THE FOUNDATION BY SUPPORTING THE STUDENTS AND THE UNIVERSITY. ALL BOARD DESIGNATED AND PERMANENT ENDOWMENT FUNDS ARE USED ACCORDING TO BOARD DESIGNATIONS AND DONOR RESTRICTIONS. true UWS ALUMNI ASSOCIATION 801 N 28TH STREET SUPERIOR WI 54880 391534541 501C3 13000 SUPPORT UWS ALUMNI UNIVERSITY OF WISCONSIN - SUPERIOR 801 N 28TH STREET SUPERIOR WI 54880 396006492 GOV 779428 INSTITUTIONAL SUPP. 1 1 SCHOLARSHIPS 415 1038712 SCHEDULE I, PAGE 4, PART IV THE FOUNDATION HAS ACCOUNTING AND GIFT POLICIES AND PROCEDURES THAT GUIDE THE ACCEPTANCE, MANAGEMENT, AND DISTRIBUTION OF ALL CHARITABLE DONATIONS FOR ALL ENDOWED SCHOLARSHIPS AND FUNDS, AS WELL AS ANNUAL SCHOLARSHIPS AND FUNDS. DOCUMENTATION IS KEPT ON FILE, AND BEFORE FUNDS ARE DISTRIBUTED CRITERIA IS CHECKED TO MAKE SURE FUNDS ARE BEING USED FOR THE INTENDED PURPOSE. ANNUALLY THE CRITERIA FOR EACH FUND IS DISTRIBUTED TO EACH AWARDING DEPARTMENT. X false false false false false false false false false JEANNE THOMPSON EXECUTIVE DIRECTOR 147114 11454 8918 167486 X 4 28247 MARKET VALUE false false false FORM 990, PAGE 6, PART VI, LINE 3 NAME OF MANAGEMENT COMPANY IS SCOTT WALLIN, CPA SC. SERVICES PROVIDED BY SCOTT WALLIN IS THE TOP FINANCIAL OFFICER FOR THE UNIVERSITY OF WISCONSIN- SUPERIOR FOUNDATION. CALENDAR YEAR COMPENSATION IS 45,044 AND FISCAL YEAR COMPENSATION IS 44,636. FORM 990, PAGE 6, PART VI, LINE 11B THE ACCOUNTANT AND EXECUTIVE DIRECTOR REVIEW A COPY OF THE FORM 990 AND SUGGEST APPROVAL TO THE BOARD. THIS APPROVAL IS RECEIVED FROM THE BOARD AFTER THEY HAVE BEEN PROVIDED A COPY OF THE FORM 990 AND HAVE BEEN GIVEN AN OPPORTUNITY TO REVIEW. FORM 990, PAGE 6, PART VI, LINE 12C SECTION 1 DEFINITION: A DIRECTOR HAS A CONFLICT OF INTEREST WHEN THAT DIRECTOR OR A MEMBER OF HIS OR HER IMMEDIATE FAMILY MEMBER HAS THE ABILITY TO INFLUENCE DIRECTLY OR INDIRECTLY A DECISION OR ACTION OF THE FOUNDATION THAT LEADS OR COULD LEAD TO A PERSONAL, FINANCIAL, OR PROFESSIONAL BENEFIT FOR THE DIRECTOR OR HIS OR HER FAMILY OR WHEN THE DIRECTOR'S INTEREST OR ACTIONS ARE ADVERSE TO THE INTERESTS OF THE FOUNDATION. SECTION 2: DUTY AND PROCEDURE, IT IS THE OBLIGATION OF EACH MEMBER OF THE BOARD OF DIRECTORS INCLUDING EX OFFICIO DIRECTORS AND EMERITUS DIRECTORS, TO ABSTAIN FROM VOTING ON OR INFLUENCING ANY ISSUE, GRANT, SCHOLARSHIP, OR CONSIDERATION IN WHICH THE DIRECTOR HAS A CONFLICT OF INTEREST. IF THE DIRECTOR FAILS TO ABSTAIN FROM VOTING, ANY DIRECTOR MAY CHALLENGE THE VOTE OF THE DIRECTOR FAILING TO ABSTAIN FROM VOTING. THE BOARD SHALL RESOLVE THE CONFLICT OF INTEREST ISSUE BY MAJORITY VOTE PURSUANT TO THE POLICIES AND PROCEDURES OF THE FOUNDATION OR, IN THE ALTERNATIVE, REFER THE ISSUE TO AN INDEPENDENT ATTORNEY LICENSED TO PRACTICE LAW IN THE STATE OF WISCONSIN. THE ORGANIZATION'S OFFICERS, DIRECTORS, AND KEY EMPLOYEES ARE REMINDED ANNUALLY OF THE CONFLICT OF INTEREST POLICY. FORM 990, PAGE 6, PART VI, LINE 19 FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, AND GOVERNING DOCUMENTS ARE AVAILABLE ON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D).