2026-02-09T18:39:00-05:00 2025-06-30 411414667 ESTERBROOKS CPAS LTD 302 W SUPERIOR ST STE200 DULUTH MN 55802 990 2024-07-01 396088707 UNIVERSITY OF WISCONSIN-SUPERIOR ALUMNI AND FRIENDS FOUNDATION INC UNIV 7153948452 PO BOX 2000 SUPERIOR WI 54880 JAMES TOMCZAK TREASURER 7153948452 2026-02-09 true false MICHAEL A PEDERSON P00454472 2187276846 2026-02-09 2024 2025-03-06 01:10:19Z X JEANNE THOMPSON PO BOX 2000 SUPERIOR WI 54880 25781060 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, ALUMNI, EMPLOYEES, PROGRAMS AND FACILITIES. 31 31 0 38 0 2239329 2979569 0 458932 2525227 35867 63789 2734128 5568585 1831140 2082813 0 0 0 304761 3458027 765265 5289167 2848078 -2555039 2720507 27146362 30150650 242716 306885 26903646 29843765 TO CULTIVATE, RECEIVE, INVEST AND MANAGE PHILANTHROPIC RESOURCES THAT SUPPORT EXCEPTIONAL OPPORTUNITIES FOR THE UNIVERSITY OF WISCONSIN-SUPERIOR, ITS STUDENTS, ALUMNI, EMPLOYEES, PROGRAMS AND FACILITIES. false false 1049920 1049920 STUDENT FINANCIAL AID, INCLUDING SCHOLARSHIP AWARDS, MAINTENANCE OF LOAN FUNDS, AND OTHER STUDENT SUPPORT FOR THE UNIVERSITY. 1086203 1032893 41892 SUPPORT OF INSTRUCTIONAL AND INSTITUTIONAL PROGRAMS OF THE UNIVERSITY. 2136123 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 3 0 true 0 false false false false false false false false false false false false X 31 31 false true true false false false false true true false false true true true true true true false false false MN WI X SCOTT WALLIN 7153987659 2221 EAST 5TH STREET SUPERIOR WI 54880 LINDA CADOTTE CO-PRESIDENT 1.00 X X 0 0 0 ODDI HJELLBAKK CO-PRESIDENT 1.00 X X 0 0 0 JAMES TOMCZAK TREASURER 1.00 X X 0 0 0 KRISTIN AHLBERG DIRECTOR 1.00 X 0 0 0 JEFF ANDERSON DIRECTOR 1.00 X 0 0 0 DAVID ASLYN DIRECTOR 1.00 X 0 0 0 MEAGAN AVERY DIRECTOR 1.00 X 0 0 0 ALEDA BOURASSA DIRECTOR 1.00 X 0 0 0 CARL CRAWFORD DIRECTOR 1.00 X 0 0 0 TIANNA DAY DIRECTOR 1.00 X 0 0 0 JEREMY EGNASH 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 ARIEL JOHNSON 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 CHAD MATUSHAK DIRECTOR 1.00 X 0 0 0 DIANA MCFADDEN DIRECTOR 1.00 X 0 0 0 KARL MORRIN DIRECTOR 1.00 X 0 0 0 DEBORAH OLSON DIRECTOR 1.00 X 0 0 0 BRENT OPALL DIRECTOR 1.00 X 0 0 0 ESSIE ROCHMAN DIRECTOR 1.00 X 0 0 0 AVRAM SEGALL DIRECTOR 1.00 X 0 0 0 DHEENU SIVALINGAM DIRECTOR 1.00 X 0 0 0 NR SUMATHI DIRECTOR 1.00 X 0 0 0 NICK TRIMNER DIRECTOR 1.00 X 0 0 0 DAN WILLIAMS DIRECTOR 1.00 X 0 0 0 RYAN YINGLING DIRECTOR 1.00 X 0 0 0 MATT TENEYCK SECRETARY 1.00 X 0 0 0 JEANNE THOMPSON EXECUTIVE DI 20.00 20.00 X 0 157085 23269 SCOTT WALLIN ACCOUNTANT 10.00 X 0 0 0 157085 23269 false true false 2979569 553124 2979569 656419 656419 22081283 20212475 1868808 1868808 1868808 OTHER REVENUE 900099 63789 63789 63789 5568585 63789 2525227 1032893 1032893 1049920 1049920 28711 28711 120 120 12700 12700 118464 118464 28574 28574 26940 8139 18801 43376 43376 3385 3385 21527 21527 3327 3327 2845 2845 15652 15652 CONTRACT LABOR 384221 161054 223167 ALUMNI PROGRAMMING 40003 40003 INSTITUTIONAL SUPPORT 13307 13307 STEWARDSHIP 9147 9147 12966 9421 3545 2848078 2136123 407194 304761 184370 171889 2902687 3159581 1359793 1494235 138997 129585 12257 9412 22613869 25267385 73386 48148 27146362 30150650 221459 288419 21257 18466 242716 306885 X 2764918 2929331 24138728 26914434 26903646 29843765 27146362 30150650 X 2720507 158813 60799 X false true X true false X 2024427 7250803 1614007 2239329 2979569 16108135 2024427 7250803 1614007 2239329 2979569 16108135 9527367 6580768 361371 488422 537452 580315 656419 2623979 18732114 205395 0.35130 0.37030 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 20768567 1455755 2282691 497220 321901 23687892 18681587 342627 2534519 479933 310233 20768567 17422692 449560 1711855 585095 317426 18681586 20769645 634603 -3276823 441448 263285 17422692 16808285 453110 4205020 442908 253861 20769646 0.03730 0.61850 0.34420 false false 87971 86743 1228 51026 42842 8184 9412 LEASE LIABILITY 18466 18466 5628640 158813 19706 178519 5450121 118464 118464 5568585 2749320 19706 19706 2729614 118464 118464 2848078 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 UNIVERSITY OF WISCONSIN - SUPERIOR 801 N 28TH STREET SUPERIOR WI 54880 396006492 GOV 1032893 INSTITUTIONAL SUPP. 1 SCHOLARSHIPS 404 1049920 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 157085 12402 10867 180354 X 5 553124 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 ALUMNI AND FRIENDS FOUNDATION, INC. CALENDAR YEAR COMPENSATION IS 38,739 AND FISCAL YEAR COMPENSATION IS 28,713. FORM 990, PAGE 6, PART VI, LINE 4 THE ORGANIZATION CHANGED IT'S NAME IN FY 2025, AND UPDATED THEIR ARTICLES OF INCORPORATION AND BYLAWS TO BE CONSISTENT WITH THAT CHANGE. 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). FORM 990, PART XI, LINE 9 EXCESS OF FAIR VALUE OF NET ASSETS ACQUIRED OVER 0 CONSIDERATION PAID IN ACQUISITION OF UNIVERSITY OF 0 WISCONSIN-SUPERIOR ALUMNI ASSOCIATION, INC. 60,799 TOTAL 60,799