Nonprofit · EIN 39-6076856
UNIVERSITY OF WISCONSIN OSHKOSH FOUNDATION INC
Tax-exempt · OSHKOSH, WI 54901
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $4,433,150 | $4,267,843 | $165,307 | $49,397,245 | $115,705 | $49,281,540 |
| June 30, 2024 | 990 | $6,981,557 | $2,868,754 | $4,112,803 | $46,891,508 | $324,830 | $46,566,678 |
| June 30, 2023 | 990 | $6,661,110 | $3,181,439 | $3,479,671 | $40,715,092 | $549,745 | $40,165,347 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $2,720,358
- Program service revenue
- $3,140
- Investment income
- $1,633,079
- Net gain from sales of assets
- $477,014
- Net income from gaming
- $75,695
- Other revenue
- $76,573
Expenses
- Grants and similar amounts paid
- $2,279,804
- Compensation of officers, directors and key employees
- $164,091
- Other salaries and wages
- $52,516
- Salaries, compensation and benefits (total)
- $233,194
- Professional fundraising fees
- $0
- Legal fees
- $5,240
- Accounting fees
- $44,835
- Travel
- $10,127
- Program services (functional)
- $2,416,355
- Management and general (functional)
- $1,793,920
- Fundraising (functional)
- $57,568
Balance sheet and other
- Total assets, start of year
- $46,891,508
- Total assets, end of year
- $49,397,245
- Total liabilities, end of year
- $115,705
- Net assets, end of year
- $49,281,540
- Land, buildings and equipment
- $18,500
- Publicly traded securities
- $47,548,629
- Net assets without donor restrictions
- $7,831,227
- Net assets with donor restrictions
- $41,450,313
- Gross receipts
- $9,834,308
- Employees
- 4
- Volunteers
- 13
- Year formed
- 1963
- State of legal domicile
- WI
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| GREG GILES | FORMER EXECUTIVE DIRECTOR Former | 40 | $106,830 | $8,546 |
| BROOKE TABBERT | INTERIM EXECUTIVE DIRECTOR (LEFT MAY 2025) Trustee or director, Officer | 40 | $61,111 | $0 |
| TIMOTHY C MULLOY | INTERIM FINANCE DIRECTOR (LEFT JAN 2025) Trustee or director, Officer | 3 | $17,155 | $0 |
| MICKI DIRKS-LUEBBE | EXECUTIVE DIRECTOR (START MAY 2025) Trustee or director, Officer | 40 | $0 | $0 |
| HOLLY BRENNER | PRESIDENT Trustee or director, Officer | 5 | $0 | $0 |
| JAMES HOFFMAN | PAST CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| CHAD DURKEE | TREASURER Trustee or director, Officer | 5 | $0 | $0 |
| JANET TIERNEY | SECRETARY Trustee or director, Officer | 5 | $0 | $0 |
| SCOTT BARR | DIRECTOR Trustee or director | 1 | $0 | $0 |
| H GENE DRECKTRAH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JON DUDZINSKI | DIRECTOR Trustee or director | 1 | $0 | $0 |
| WILLIAM EVERSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KATRINA FINE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| NORBERT S HILL JR | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MICHAEL HOCHHOLZER | DIRECTOR Trustee or director | 1 | $0 | $0 |
2 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN KOKER | DIRECTOR Trustee or director | 1 | $0 |
| DAVID PAULY | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 17 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| GREG GILES | FORMER EXECUTIVE DIRECTOR Trustee or director | 40 | $178,530 | $22,911 |
| TIMOTHY C MULLOY | INTERIM FINANCE DIRECTOR Trustee or director | 40 | $0 | $0 |
| H GENE DRECKTRAH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| THOMAS R GUYETTE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| NORBERT S HILL JR | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JON DUDZINSKI | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JANET TIERNEY | SECRETARY Trustee or director, Officer | 5 | $0 | $0 |
| SCOTT BARR | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHAD DURKEE | TREASURER Trustee or director, Officer | 5 | $0 | $0 |
| JAMES HOFFMAN | PAST CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| KATRINA FINE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| HOLLY BRENNER | PRESIDENT Trustee or director, Officer | 5 | $0 | $0 |
| WILLIAM EVERSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MICHAEL HOCHHOLZER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOHN KOKER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DAVID PAULY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BROOKE TABBERT | INTERIM EXECUTIVE DIRECTOR Trustee or director | 40 | $0 | $0 |
990 for the year ended June 30, 2023: 14 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| GREG GILES | EXECUTIVE DIRECTOR Trustee or director | 40 | $164,015 | $22,856 |
| TIMOTHY C MULLOY | PAST CHAIRMAN Trustee or director, Officer | 5 | $0 | $0 |
| H GENE DRECKTRAH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| THOMAS R GUYETTE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| NORBERT S HILL JR | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JON DUDZINSKI | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JANET TIERNEY | SECRETARY Trustee or director, Officer | 5 | $0 | $0 |
| SCOTT BARR | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHAD DURKEE | TREASURER Trustee or director, Officer | 5 | $0 | $0 |
| JAMES HOFFMAN | CHAIRMAN Trustee or director, Officer | 5 | $0 | $0 |
| KATRINA SCHIEDEMEYER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| HOLLY BRENNER | VICE CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| WILLIAM EVERSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MICHAEL HOCHHOLZER | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 625 PEARL AVE, OSHKOSH, WI 54901-3556
- In care of
- % REBECCA PAYNE
- Principal officer (990 for 2024)
- MICKI DIRKS-LUEBBE, 625 PEARL AVENUE, OSHKOSH, WI 54901
- Signed the 990
- CHAD DURKEE, TREASURER
- Phone
- (920) 424-2178
- Website
- WWW.UWOSH.EDU/FOUNDATION
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
TO BE A PROACTIVE LEADER IN HELPING SHAPE AND REFINE THE VISION OF EXCELLENCE OF THE UNIVERSITY OF WISCONSIN - OSHKOSH THROUGH: RAISING THE AWARENESS OF THE NEED FOR PRIVATE SUPPORT FOR EDUCATIONAL PRIORITIES; BUILDING RELATIONSHIPS TO CONNECT COMMUNITY RESOURCES WITH UNIVERSITY NEEDS; MEETING DONOR INTERESTS; EXPANDED RESOURCE DEVELOPMENT PROGRAMS; AND PRUDENT FISCAL RESPONSIBILITY AND ASSET MANAGEMENT IN SUPPORT OF THE UNIVERSITY COMMUNITY WITH SPECIAL EMPHASIS ON THE FACULTY/STUDENT RELATIONSHIP.
Program accomplishments
- DISBURSED PAYMENTS TO AND ON BEHALF OF THE UNIVERSITY OF WISCONSIN-OSHKOSH FOR ADVANCEMENT OF EDUCATIONAL, SCIENTIFIC, AND ATHLETIC PURPOSES.Expenses $2,416,355 · grants $2,279,804 · revenue $4,018
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 39-6076856
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1964
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B110)
- Assets (IRS master file)
- $49,397,245
- Income (IRS master file)
- $9,834,308
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $4,433,150 | $4,267,843 | $49,397,245 | IRS |
| 990 | June 2024 | $6,981,557 | $2,868,754 | $46,891,508 | XML |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $6,661,110 | $3,181,439 | $40,715,092 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 39-6076856).
Questions about UNIVERSITY OF WISCONSIN OSHKOSH FOUNDATION INC
- What is the EIN of UNIVERSITY OF WISCONSIN OSHKOSH FOUNDATION INC?
- The employer identification number (EIN) of UNIVERSITY OF WISCONSIN OSHKOSH FOUNDATION INC is 39-6076856.
- Is UNIVERSITY OF WISCONSIN OSHKOSH FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1964.
- Are donations to UNIVERSITY OF WISCONSIN OSHKOSH FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UNIVERSITY OF WISCONSIN OSHKOSH FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of UNIVERSITY OF WISCONSIN OSHKOSH FOUNDATION INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UNIVERSITY OF WISCONSIN OSHKOSH FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of UNIVERSITY OF WISCONSIN OSHKOSH FOUNDATION INC?
- The 990 for the year ended June 30, 2025 names MICKI DIRKS-LUEBBE.
- Who are the officers and directors of UNIVERSITY OF WISCONSIN OSHKOSH FOUNDATION INC?
- The 990 for the year ended June 30, 2025 lists 17 people; 3 received compensation from the organization, the highest $106,830 (GREG GILES, FORMER EXECUTIVE DIRECTOR).
- How much revenue does UNIVERSITY OF WISCONSIN OSHKOSH FOUNDATION INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $4,433,150, expenses of $4,267,843 and total assets of $49,397,245 at year end.
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