Form 990 for tax year 2024
Filed by UNIVERSITY OF WISCONSIN-SUPERIOR ALUMNI AND FRIENDS FOUNDATION INC.
Totals
- Total revenue
- $5,568,585
- Total expenses
- $2,848,078
- Contributions and grants received
- $2,979,569
- Grants paid
- $2,082,813
- Program service revenue
- $0
- Investment income
- $2,525,227
- Other revenue
- $63,789
- Total assets, end of year
- $30,150,650
- Total liabilities, end of year
- $306,885
- Net assets or fund balances, end of year
- $29,843,765
- Program services expenses (Part IX)
- $2,136,123
- Management and general expenses
- $407,194
- Fundraising expenses
- $304,761
- Program service expenses (Part III)
- $2,136,123
Program services were 75.0% 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.
-
1f · All other contributions, gifts and grants
$2,979,569
-
1g · Noncash contributions included above
$553,124
-
3 · Investment income
total $656,419 · excluded $656,419
-
7a · Gross sales of assets other than inventory
securities $22,081,283
-
7b · Less cost or other basis and sales expenses
securities $20,212,475
-
7c · Gain or loss
securities $1,868,808
-
7d · Net gain or loss
total $1,868,808 · excluded $1,868,808
-
11a · Other revenue: OTHER REVENUE
total $63,789 · related or exempt $63,789
-
11e · Other revenue, total
$63,789
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $1,032,893 · program services $1,032,893
-
2 · Grants to domestic individuals
total $1,049,920 · program services $1,049,920
-
11a · Fees: management
total $28,711 · management and general $28,711
-
11b · Fees: legal
total $120 · management and general $120
-
11c · Fees: accounting
total $12,700 · management and general $12,700
-
11f · Fees: investment management
total $118,464 · management and general $118,464
-
12 · Advertising and promotion
total $28,574 · fundraising $28,574
-
13 · Office expenses
total $26,940 · management and general $8,139 · fundraising $18,801
-
14 · Information technology
total $43,376 · management and general $43,376
-
16 · Occupancy
total $3,385 · management and general $3,385
-
17 · Travel
total $21,527 · fundraising $21,527
-
19 · Conferences, conventions and meetings
total $3,327 · management and general $3,327
-
22 · Depreciation, depletion and amortization
total $2,845 · management and general $2,845
-
23 · Insurance
total $15,652 · management and general $15,652
-
24a · Other expenses: CONTRACT LABOR
total $384,221 · management and general $161,054 · fundraising $223,167
-
24b · Other expenses: ALUMNI PROGRAMMING
total $40,003 · program services $40,003
-
24c · Other expenses: INSTITUTIONAL SUPPORT
total $13,307 · program services $13,307
-
24d · Other expenses: STEWARDSHIP
total $9,147 · fundraising $9,147
-
24e · All other expenses
total $12,966 · management and general $9,421 · fundraising $3,545
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $184,370 · end of year $171,889
-
2 · Savings and temporary cash investments
beginning of year $2,902,687 · end of year $3,159,581
-
3 · Pledges and grants receivable
beginning of year $1,359,793 · end of year $1,494,235
-
10a · Land, buildings and equipment: cost or other basis
$138,997
-
10b · Land, buildings and equipment: accumulated depreciation
$129,585
-
10c · Land, buildings and equipment, net
beginning of year $12,257 · end of year $9,412
-
11 · Investments: publicly traded securities
beginning of year $22,613,869 · end of year $25,267,385
-
15 · Other assets
beginning of year $73,386 · end of year $48,148
-
17 · Accounts payable and accrued expenses
beginning of year $221,459 · end of year $288,419
-
25 · Other liabilities
beginning of year $21,257 · end of year $18,466
-
27 · Net assets without donor restrictions
beginning of year $2,764,918 · end of year $2,929,331
-
28 · Net assets with donor restrictions
beginning of year $24,138,728 · end of year $26,914,434
Mission and programs · 2024
Mission
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.
-
STUDENT FINANCIAL AID, INCLUDING SCHOLARSHIP AWARDS, MAINTENANCE OF LOAN FUNDS, AND OTHER STUDENT SUPPORT FOR THE UNIVERSITY.
Expenses $1,049,920 · Grants $1,049,920
-
SUPPORT OF INSTRUCTIONAL AND INSTITUTIONAL PROGRAMS OF THE UNIVERSITY.
Expenses $1,086,203 · Grants $1,032,893 · Revenue $41,892
As filed on the 2024 return.
Listed in Part VII
-
Linda CadotteLINDA CADOTTE
CO-PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Oddi HjellbakkODDI HJELLBAKK
CO-PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
James TomczakJAMES TOMCZAK
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Kristin AhlbergKRISTIN AHLBERG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jeff AndersonJEFF ANDERSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
David AslynDAVID ASLYN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Meagan AveryMEAGAN AVERY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Aleda BourassaALEDA BOURASSA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Carl CrawfordCARL CRAWFORD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Tianna DayTIANNA DAY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jeremy EgnashJEREMY EGNASH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Richard EisenmannRICHARD EISENMANN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Doug EversonDOUG EVERSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Stefan FletcherSTEFAN FLETCHER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
David GraichenDAVID GRAICHEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Greg GreyGREG GREY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Ariel JohnsonARIEL JOHNSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Harold MattsonHAROLD MATTSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Terry MattsonTERRY MATTSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Chad MatushakCHAD MATUSHAK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Diana McFaddenDIANA MCFADDEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Karl MorrinKARL MORRIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Deborah OlsonDEBORAH OLSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Brent OpallBRENT OPALL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Essie RochmanESSIE ROCHMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Avram SegallAVRAM SEGALL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Dheenu SivalingamDHEENU SIVALINGAM
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Nr SumathiNR SUMATHI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Nick TrimnerNICK TRIMNER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Dan WilliamsDAN WILLIAMS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Ryan YinglingRYAN YINGLING
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Matt TeneyckMATT TENEYCK
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Jeanne ThompsonJEANNE THOMPSON
EXECUTIVE DI
- Total calculated
- $180,354
- From this org
- $0
- From related orgs
- $157,085
- Other
- $23,269
- Hours/week
- 20 + 20 related
Schedule J breakdown matched by us
- Base
- not reported + $157,085 related
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported + $12,402 related
- Nontaxable benefits
- not reported + $10,867 related
- Filer's total
- not reported + $180,354 related
-
Scott WallinSCOTT WALLIN
ACCOUNTANT
- Total calculated
- $0
- Hours/week
- 10
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 survey or study
Answered no
- 4a · Severance or change-of-control payment
- 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
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
-
UNIVERSITY OF WISCONSIN - SUPERIOR
$1,032,893
INSTITUTIONAL SUPP.
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 9 February 2026
- IRS schema version
- 2024v5.0
- Source object
- 202620409349301347
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