2026-03-12T14:03:16-05:00 2025-06-30 410746749 CLIFTONLARSONALLEN LLP 8215 GREENWAY BOULEVARD SUITE 600 MIDDLETON WI 53562 990 2024-07-01 396051705 THE UW-PLATTEVILLE FOUNDATION AND ALUMNI ASSOCIATION INC UW-P 6083421242 ULLSVIK HALL 1 UNIVERSITY PLAZA PLATTEVILLE WI 53818 JAMES COLLINS INTERIM EXECUTIVE DIRECTOR 6083421242 2026-03-07 1 1 LAURA SCHWEITZER CPA P01760010 6086628600 2026-03-07 2024 2025-03-06 01:10:19Z X JAMES COLLINS ULLSVIK HALL 1 UNIVERSITY PLAZA PLATTEVILLE WI 53818 16385163 0 X WWW.UWPLATT.EDU/FOUNDATION X 1948 WI CONTINUED IN SCHEDULE O 31 31 0 31 0 0 7917988 6900678 0 0 1603394 1862802 56601 19885 9577983 8783365 5436473 5827038 0 0 102042 65501 0 0 528719 759489 924934 6298004 6817473 3279979 1965892 63610597 70467135 335441 441189 63275156 70025946 X CONTINUED IN SCHEDULE O 0 0 5827038 5827038 0 ENDOWMENT FUND - GRANT SCHOLARSHIPS AND PROVIDE OTHER SERVICES TO THE UNIVERSITY OF WISCONSIN - PLATTEVILLE. 5827038 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 12 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 31 31 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 WI X MOLLY PARRISH 6083436659 2200 ULLSVIK HALL 1 UNIVERSITY PLATTEVILLE WI 53818 STACIA STEPHENSON EXECUTIVE DIRECTOR 40.00 2.00 X 119998 0 37247 RONALD MEISSEN CHAIR 10.00 X X 0 0 0 ELLEN ULLSVIK VICE CHAIR 10.00 X X 0 0 0 MARGARET KEEHN TREASURER/FINANCE & INVEST. COMMITTEE CHAIR 10.00 X X 0 0 0 ANN MOYER SECRETARY 10.00 X X 0 0 0 AARON ATHAS ALUMNI ENGAGEMENT COMMITTEE CHAIR 10.00 X 0 0 0 CAROL WEBER MEMBERSHIP & ORIENTATION COMMITTEE CHAIR 10.00 X 0 0 0 DAN SMITH SUBSIDIARY OVERSIGHT COMMITTEE CHAIR 10.00 X 0 0 0 DARIN PAULS STRATEGIC PLANNING & REVIEW COMMITTEE CHAIR 10.00 X 0 0 0 DOUGLAS BUHLER DEVELOPMENT COMMITTEE CHAIR 10.00 X 0 0 0 GREG LOEK AUDIT & COMPLIANCE COMMITTEE CHAIR 10.00 X 0 0 0 BEN BRANCEL DIRECTOR 2.00 X 0 0 0 CHUCK BROKOPP DIRECTOR 2.00 X 0 0 0 DAN DOMBROWSKI DIRECTOR 2.00 X 0 0 0 DION SHAW DIRECTOR 2.00 X 0 0 0 EVERETT WERTH DIRECTOR 2.00 X 0 0 0 GARRISON LEDBURY DIRECTOR 2.00 X 0 0 0 JEFF INGEBRITSEN DIRECTOR 2.00 X 0 0 0 JERRY KOBISKE DIRECTOR 2.00 X 0 0 0 JIM RYAN DIRECTOR 2.00 X 0 0 0 JOANNE UTHE-GIBSON DIRECTOR 2.00 X 0 0 0 JOHN JONES DIRECTOR 2.00 X 0 0 0 KATHY BUHR DIRECTOR 2.00 X 0 0 0 KRISTEN CADMAN DIRECTOR 2.00 X 0 0 0 KRISTY QUARBERG DIRECTOR 2.00 X 0 0 0 LANA WIESE DIRECTOR 2.00 X 0 0 0 MATTHEW RICHARDS DIRECTOR 2.00 X 0 0 0 MIKE FIEDLER DIRECTOR 2.00 X 0 0 0 MITTIE DEN HERDER DIRECTOR 2.00 X 0 0 0 RICHARD BURGERMEISTER DIRECTOR 2.00 X 0 0 0 TERRY STRITTMATER DIRECTOR 2.00 X 0 0 0 WALTER KNOX DIRECTOR 2.00 X 0 0 0 119998 0 37247 1 0 1 1 FIDUCIENT ADVISORS LLC 550 W MADISON ST STE 1700 CHICAGO IL 60661 INVESTMENT ADVISOR SERVICES 175403 1 41286 500000 6359392 460571 6900678 1870600 1870600 7554598 7562396 -7798 -7798 -7798 37519 41286 37509 10 10 6015 1893 4122 4122 MISC REVENUE 900099 15753 15753 15753 8783365 0 0 1882687 4165785 4165785 1661253 1661253 65501 65501 50485 50485 211771 211771 1088 1088 28214 28214 83129 1693 81436 148155 148155 45822 5785 40037 57980 3220 54760 56482 56482 3787 3787 GENERAL OPERATIONS - UN 124460 26291 98169 HOSTING & ENTERTAINMENT 74016 955 73061 DUES AND SUBSCRIPTIONS 13880 4550 9330 25665 3936 21729 6817473 5827038 461716 528719 3533216 623628 4725496 2478876 86764 75663 248633 248633 0 0 53987331 66000799 1277790 1288169 63610597 70467135 335441 441189 335441 441189 X 2118451 2692616 61156705 67333330 63275156 70025946 63610597 70467135 X 1965892 4775333 9565 X 0 1 X 1 0 X 5163302 14706512 8009565 7917988 6900678 42698045 890068 704580 765855 906540 3267043 5163302 15596580 8714145 8683843 7807218 45965088 3339915 42625173 856407 1149127 1227221 1605513 1870600 6708868 5768 4132 9900 137508 39792 -5903 77754 15753 264904 52948760 34411 0.80500 0.80120 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: GAMING ACTIVITIES - 2020 AMOUNT: $ 1,085. MISC REVENUE - 2020 AMOUNT: $ 131,816. 2021 AMOUNT: $ 39,792. 2022 AMOUNT: $ -5,903. 2023 AMOUNT: $ 77,754. 2024 AMOUNT: $ 15,753. T-SHIRT AND MASK SALES - 2020 AMOUNT: $ 4,607. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 55961773 2158564 5116085 2359204 60877218 49136414 5813553 4514615 3502809 55961773 40929122 6161639 3037445 991792 49136414 36649967 10328080 -5200208 848717 40929122 26546768 2643415 8039574 579790 36649967 0.00957 0.77568 0.21475 0 0 248633 248633 0 0 X PART V, LINE 4: THE UW-PLATTEVILLE FOUNDATION'S ENDOWMENTS CONSIST OF 550 FUNDS ESTABLISHED TO SUPPORT A VARIETY OF SCHOLARSHIPS AND DEVELOPMENT ACTIVITIES AT UW-PLATTEVILLE. PART X, LINE 2: THE UNIVERSITY OF WISCONSIN - PLATTEVILLE FOUNDATION AND ALUMNI ASSOCIATION, 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, 2025 AND 2024, THERE WERE NO INTEREST OR PENALTIES RECORDED OR INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS. SWINGING FOR SCHOLARSHIPS 21340 13690 7650 3300 94 TOM NELSON BENCHMARK OPEN 16185 9635 6550 6550 4 41280 17961 23319 26355 944 266 78805 41286 37519 36205 944 360 37509 10 1 UNIVERSITY OF WISCONSIN-PLATTEVILLE 1 UNIVERSITY PLAZA PLATTEVILLE WI 53818 391805963 GOVERNMENT 4165785 0 N/A N/A UNIVERSITY PROGRAMS 1 0 UNIVERSITY OF WISCONSIN-PLATTEVILLE SCHOLARSHIPS 1206 1661253 0 N/A N/A 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 STACIA STEPHENSON EXECUTIVE DIRECTOR 119998 0 0 0 0 0 13435 0 23812 0 157245 0 0 0 FORM 990, PART VII, SECTION A, LINE 5 STACIA STEPHENSON, EXECUTIVE DIRECTOR IS AN EMPLOYEE OF THE UNIVERSITY OF WISCONSIN-PLATTEVILLE, AN UNRELATED ORGANIZATION. STACIA'S TOTAL 2024 CALENDAR YEAR COMPENSATION PAID BY THE UNIVERSITY IS $166,187. X 4 280552 FAIR MARKET VALUE X EQUIPMENT 5 178000 FAIR MARKET VALUE X AUCTION DONATIONS 12 1020 FAIR MARKET VALUE X GEOLOGY ITEMS 1 1000 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 AND ALUMNI ASSOCIATION INC (UWPFAA) EXISTS EXCLUSIVELY FOR THE BENEFIT OF THE UNIVERSITY OF WISCONSIN - PLATTEVILLE. ITS SPECIFIC ROLE IS TO PROVIDE SUPPLEMENTAL FUNDS TO AID UW-PLATTEVILLE IN FULFILLING ITS MISSION SUCCESSFULLY. UWPFAA IS COMMITTED TO SUPPORTING THESE PILLARS OF THE UNIVERSITY OF WISCONSIN-PLATTEVILLE'S MISSION. THE UWPFAA SUPPORTS STUDENT ACCESS AND SUCCESS THROUGH SCHOLARSHIP AND ACADEMIC PROGRAM SUPPORT (SEE BELOW): SCHOLARSHIP SUPPORT: THE UWPFAA DISTRIBUTES ROUGHLY 565 DONOR-FUNDED SCHOLARSHIPS AND AN ESTIMATED $1,600,000 FROM THESE AWARDS, ANNUALLY. ACADEMIC PROGRAM SUPPORT: THE UWPFAA HOLDS 331 ADDITIONAL FUNDS THAT PROVIDE DIRECT SUPPORT OF UW-PLATTEVILLE'S ACADEMIC PROGRAMS, AS WELL AS THEIR FACULTY AND STAFF. THE UWPFAA 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 UWPFAA 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 AND ALUMNI ASSOCIATION INC (UWPFAA) PROVIDES SUPPLEMENTAL FUNDS TO UW-PLATTEVILLE, MAINLY FUNDED THROUGH SCHOLARSHIPS, FACULTY/STAFF SUPPORT, AND PROGRAM SUPPORT. THE UWPFAA HAS DISPLAYED SIGNIFICANT FUNDRAISING SUCCESS IN THE LAST FOUR YEARS, BREAKING THE PREVIOUS FUNDRAISING HIGH EACH YEAR. THE UWPFAA, IN CONJUNCTION WITH ITS BOARD OF DIRECTORS, HAS INCREASED THE ENDOWMENT FROM ROUGHLY $18,000,000 IN 2015 TO OVER $60,000,000 IN 2025. 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 CHANGE ALLOWS THE UWPFAA 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 A, LINE 4 THE ORGANIZATION AMENDED ITS ARTICLES OF INCORPORATION AND BYLAWS DURING THE YEAR TO RENAME THE ORGANIZATION TO "THE UW-PLATTEVILLE FOUNDATION AND ALUMNI ASSOCIATION" AFTER MERGING WITH THE UNIVERSITY OF WISCONSIN-PLATTEVILLE ALUMNI ASSOCIATION. THE BYLAWS WERE ALSO AMENDED TO CHANGE THE VOTING BOARD MEMBERS FROM 15-24 DIRECTORS TO 20-32 DIRECTORS. 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. THESE STATEMENTS ARE THEN REVIEWED BY THE EXECUTIVE DIRECTOR 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 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. FORM 990, PART XI, LINE 9: CHANGE IN CSV LIFE INSURANCE VALUE 9,565. 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) THE UW-PLATTEVILLE FOUNDATION & ALUMNI ASSOCIATION 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 UW-PLATTEVILLE REAL ESTATE FOUNDATION INC C 500000 CASH VALUE