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Nonprofiteer
← UNIVERSITY OF WYOMING FOUNDATION

Form 990 for tax year 2023

Filed by UNIVERSITY OF WYOMING FOUNDATION.

Totals

Total revenue
$113,633,127
Total expenses
$63,624,465
Contributions and grants received
$52,843,801
Grants paid
$42,592,054
Program service revenue
$0
Investment income
$55,418,111
Other revenue
$5,371,215
Total assets, end of year
$980,166,870
Total liabilities, end of year
$365,587,635
Net assets or fund balances, end of year
$614,579,235
Program services expenses (Part IX)
$42,592,054
Management and general expenses
$12,040,361
Fundraising expenses
$8,992,050
Program service expenses (Part III)
$42,592,054

Program services were 66.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1d · Related organizations

    $910,978

  • 1f · All other contributions, gifts and grants

    $51,932,823

  • 1g · Noncash contributions included above

    $2,818,114

  • 3 · Investment income

    total $11,281,317 · unrelated business $784,163 · excluded $10,497,154

  • 5 · Royalties

    total $697,892 · excluded $697,892

  • 6a · Gross rents

    real property $233,188

  • 6b · Less rental expenses

    real property $300,754

  • 6c · Rental income or loss

    real property -$67,566

  • 6d · Net rental income or loss

    total -$67,566 · excluded -$67,566

  • 7a · Gross sales of assets other than inventory

    securities $1,520,572,321 · other assets $1,789,813

  • 7b · Less cost or other basis and sales expenses

    securities $1,476,431,119 · other assets $1,794,221

  • 7c · Gain or loss

    securities $44,141,202 · other assets -$4,408

  • 7d · Net gain or loss

    total $44,136,794 · excluded $44,136,794

  • 11a · Other revenue: OTHER REVENUE

    total $3,566,561 · excluded $3,566,561

  • 11b · Other revenue: DIGITAL CURRENCY

    total $817,634 · unrelated business $817,634

  • 11c · Other revenue: CAMPUS PARTNER EVENTS

    total $349,738 · excluded $349,738

  • 11d · All other revenue

    total $6,956 · excluded $6,956

  • 11e · Other revenue, total

    $4,740,889

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $42,592,054 · program services $42,592,054

  • 5 · Compensation of officers, directors and key employees

    total $1,170,307 · management and general $531,509 · fundraising $638,798

  • 7 · Other salaries and wages

    total $6,929,948 · management and general $3,147,317 · fundraising $3,782,631

  • 9 · Other employee benefits

    total $3,539,586 · management and general $1,572,035 · fundraising $1,967,551

  • 10 · Payroll taxes

    total $42,298 · management and general $19,210 · fundraising $23,088

  • 11b · Fees: legal

    total $122,885 · management and general $46,932 · fundraising $75,953

  • 11c · Fees: accounting

    total $84,912 · management and general $84,912

  • 11f · Fees: investment management

    total $2,859,821 · management and general $2,859,821

  • 11g · Fees: other

    total $830,862 · management and general $105,744 · fundraising $725,118

  • 12 · Advertising and promotion

    total $55,373 · management and general $69 · fundraising $55,304

  • 13 · Office expenses

    total $531,673 · management and general $153,424 · fundraising $378,249

  • 14 · Information technology

    total $1,335,637 · management and general $648,400 · fundraising $687,237

  • 16 · Occupancy

    total $797,849 · management and general $797,849

  • 17 · Travel

    total $678,635 · management and general $190,225 · fundraising $488,410

  • 19 · Conferences, conventions and meetings

    total $552 · management and general $552

  • 22 · Depreciation, depletion and amortization

    total $1,222,984 · management and general $1,222,984

  • 23 · Insurance

    total $269,145 · management and general $269,145

  • 24a · Other expenses: INVESTMENT COUNCIL FEES

    total $315,029 · management and general $315,029

  • 24b · Other expenses: PROFESSIONAL DEVELOPMEN

    total $198,170 · management and general $75,204 · fundraising $122,966

  • 24c · Other expenses: TAXES

    total $46,745 · fundraising $46,745

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $658,117 · end of year $950,276

  • 2 · Savings and temporary cash investments

    beginning of year $500,845 · end of year $506,429

  • 3 · Pledges and grants receivable

    beginning of year $21,222,588 · end of year $23,402,131

  • 4 · Accounts receivable

    beginning of year $185,406 · end of year $269,348

  • 9 · Prepaid expenses and deferred charges

    beginning of year $73,419 · end of year $251,419

  • 10a · Land, buildings and equipment: cost or other basis

    $45,271,290

  • 10b · Land, buildings and equipment: accumulated depreciation

    $12,905,513

  • 10c · Land, buildings and equipment, net

    beginning of year $33,415,715 · end of year $32,365,777

  • 11 · Investments: publicly traded securities

    beginning of year $425,949,039 · end of year $439,008,609

  • 12 · Investments: other securities

    beginning of year $412,612,781 · end of year $482,938,642

  • 15 · Other assets

    beginning of year $1,771,263 · end of year $474,239

  • 17 · Accounts payable and accrued expenses

    beginning of year $4,985,132 · end of year $6,613,937

  • 21 · Escrow or custodial account liability

    beginning of year $318,097,374 · end of year $348,967,018

  • 23 · Secured mortgages and notes payable

    beginning of year $4,976,904 · end of year $4,750,424

  • 25 · Other liabilities

    beginning of year $5,092,556 · end of year $5,256,256

  • 27 · Net assets without donor restrictions

    beginning of year $83,053,042 · end of year $84,326,652

  • 28 · Net assets with donor restrictions

    beginning of year $480,184,165 · end of year $530,252,583

Mission and programs · 2023

Mission

TO LIFT UP THE UNIVERSITY OF WYOMING WITH THE POWER OF PHILANTHROPY.

  • FUNDS PROVIDED TO THE UNIVERSITY OF WYOMING IN SUPPORT OF ITS VARIOUS ACADEMIC AND ADMINISTRATIVE DEPARTMENTS FOR RESEARCH, ENVIRONMENTAL AND NATURAL RESOURCES SYMPOSIA, DISCRETIONARY USE, ETC.

    Expenses $24,768,202 · Grants $24,768,202

  • FUNDS PROVIDED TO THE UNIVERSITY OF WYOMING FOR ITS STUDENT SCHOLARSHIP PROGRAM.

    Expenses $10,965,296 · Grants $10,965,296

  • FUNDS PROVIDED TO THE UNIVERSITY OF WYOMING FOR CONSTRUCTION PROJECTS.

    Expenses $6,282,316 · Grants $6,282,316

  • Expenses $576,240 · Grants $576,240

As filed on the 2023 return.

Listed in Part VII

  • JOHN STARK

    PRESIDENT/CEO

    Total calculated
    $520,268
    From this org
    $458,198
    From related orgs
    $0
    Other
    $62,070
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $458,198
    Bonus
    $0
    Other
    $0
    Deferred
    $24,688
    Nontaxable benefits
    $37,382
    Filer's total
    $520,268

  • BEN BLALOCK

    PRESIDENT/CEO - RETIRED

    Total calculated
    $500,000
    From this org
    $500,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $500,000
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $500,000

  • PHILIP TREICK

    CHIEF INVESTMENT OFFICER

    Total calculated
    $312,122
    From this org
    $312,122
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $312,122
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $312,122

  • TOBY MARLATT

    VP FOR MARKETING

    Total calculated
    $245,577
    From this org
    $190,935
    From related orgs
    $0
    Other
    $54,642
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $190,935
    Bonus
    $0
    Other
    $0
    Deferred
    $24,299
    Nontaxable benefits
    $30,343
    Filer's total
    $245,577

  • TROY CASERTA

    TREASURER

    Total calculated
    $240,603
    From this org
    $184,835
    From related orgs
    $0
    Other
    $55,768
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $184,835
    Bonus
    $0
    Other
    $0
    Deferred
    $25,425
    Nontaxable benefits
    $30,343
    Filer's total
    $240,603

  • JOHN SMALL

    SR. ASSOC. VP FOR DEVELOPMENT

    Total calculated
    $234,868
    From this org
    $179,497
    From related orgs
    $0
    Other
    $55,371
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $179,497
    Bonus
    $0
    Other
    $0
    Deferred
    $25,028
    Nontaxable benefits
    $30,343
    Filer's total
    $234,868

  • BRETT BEFUS

    ASSOC VP FOR DEVELOPMENT

    Total calculated
    $216,098
    From this org
    $162,951
    From related orgs
    $0
    Other
    $53,147
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $162,951
    Bonus
    $0
    Other
    $0
    Deferred
    $22,804
    Nontaxable benefits
    $30,343
    Filer's total
    $216,098

  • KENDALL GONZALES

    CONTROLLER

    Total calculated
    $185,551
    From this org
    $135,034
    From related orgs
    $0
    Other
    $50,517
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $135,034
    Bonus
    $0
    Other
    $0
    Deferred
    $20,174
    Nontaxable benefits
    $30,343
    Filer's total
    $185,551

  • CRAIG RUSSOW

    SENIOR DEVELOPMENT OFFICER

    Total calculated
    $197,095
    From this org
    $147,711
    From related orgs
    $0
    Other
    $49,384
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $147,711
    Bonus
    $0
    Other
    $0
    Deferred
    $19,041
    Nontaxable benefits
    $30,343
    Filer's total
    $197,095

  • ELIZABETH JENKINS

    VP FOR ADVANCEMENT

    Total calculated
    $199,699
    From this org
    $147,343
    From related orgs
    $0
    Other
    $52,356
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $147,343
    Bonus
    $0
    Other
    $0
    Deferred
    $22,013
    Nontaxable benefits
    $30,343
    Filer's total
    $199,699

  • BRADY GOYN

    PORTFOLIO MANAGER

    Total calculated
    $165,962
    From this org
    $120,390
    From related orgs
    $0
    Other
    $45,572
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $120,390
    Bonus
    $0
    Other
    $0
    Deferred
    $15,229
    Nontaxable benefits
    $30,343
    Filer's total
    $165,962

  • JOSE BRIONES

    PORTFOLIO MANAGER

    Total calculated
    $169,910
    From this org
    $124,065
    From related orgs
    $0
    Other
    $45,845
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $124,065
    Bonus
    $0
    Other
    $0
    Deferred
    $15,502
    Nontaxable benefits
    $30,343
    Filer's total
    $169,910

  • NANCY BRIZUELA

    DIRECTOR OF INFORMATION SERVICES

    Total calculated
    $165,312
    From this org
    $119,408
    From related orgs
    $0
    Other
    $45,904
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $119,408
    Bonus
    $0
    Other
    $0
    Deferred
    $15,561
    Nontaxable benefits
    $30,343
    Filer's total
    $165,312

  • MARY SHAFER-MALICK

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    1

  • DOUG STARK

    BOARD VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • LINDSAY HOOPER

    BOARD SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • LEE BETSILL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ROBIN BOLZ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • TOM BOTTS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CHAD DEATON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JOHN DUNN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CLAYTON HARTMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • PAT HIGGINS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • APRIL BRIMMER KUNZ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SCOTT D MACDONALD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JIM MARTIN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ANN PICKARD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JOHN PIEPER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • RON SALVAGIO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • PETER SHERMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MARTHA BROWN WYRSCH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment

Answered no

  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 4A
PRESIDENT/CEO BEN BLALOCK RECEIVED SEVERANCE PAYMENTS IN THE AMOUNT OF $500,000.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Provenance

Return type
form_990
Tax year
2023
Filed
15 November 2024
IRS schema version
2023v6.0
Source object
202510159349301696

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