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← UNIVERSITY OF WISCONSIN OSHKOSH FOUNDATION INC

Form 990 for tax year 2023

Filed by UNIVERSITY OF WISCONSIN OSHKOSH FOUNDATION INC.

Totals

Total revenue
$6,981,557
Total expenses
$2,868,754
Contributions and grants received
$4,437,857
Grants paid
$2,150,371
Program service revenue
$51,843
Investment income
$1,222,845
Other revenue
$1,269,012
Total assets, end of year
$46,891,508
Total liabilities, end of year
$324,830
Net assets or fund balances, end of year
$46,566,678
Program services expenses (Part IX)
$2,308,329
Management and general expenses
$339,394
Fundraising expenses
$221,031
Program service expenses (Part III)
$2,308,329

Program services were 80.5% 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.

  • 1c · Fundraising events

    $47,696

  • 1f · All other contributions, gifts and grants

    $4,390,161

  • 1g · Noncash contributions included above

    $141,152

  • 2a · Program service revenue: UWO DEPARTMENTS & CLUBS

    total $51,843 · related or exempt $51,843

  • 3 · Investment income

    total $964,918 · excluded $964,918

  • 7a · Gross sales of assets other than inventory

    securities $6,178,410

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

    securities $5,920,483

  • 7c · Gain or loss

    securities $257,927

  • 7d · Net gain or loss

    total $257,927 · excluded $257,927

  • 8a · Fundraising events: gross income

    $22,235

  • 8a · Fundraising events: contributions included on line 1c

    $47,696

  • 8b · Fundraising events: direct expenses

    $29,111

  • 8c · Net income from fundraising events

    total -$6,876 · excluded -$6,876

  • 9a · Gaming: gross income

    $110,778

  • 9b · Gaming: direct expenses

    $22,260

  • 9c · Net income from gaming

    total $88,518 · excluded $88,518

  • 11a · Other revenue: INCOME (LOSS) FROM OI MANAGEMENT

    total $702,344 · unrelated business $702,344

  • 11b · Other revenue: INCOME (LOSS) FROM OSHKOSH INVEST

    total $471,066 · unrelated business $471,066

  • 11c · Other revenue: MISCELLANEOUS INCOME

    total $13,960 · related or exempt $13,960

  • 11e · Other revenue, total

    $1,187,370

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,070,190 · program services $1,070,190

  • 2 · Grants to domestic individuals

    total $1,080,181 · program services $1,080,181

  • 5 · Compensation of officers, directors and key employees

    total $213,629 · program services $32,044 · management and general $53,407 · fundraising $128,178

  • 7 · Other salaries and wages

    total $8,674 · program services $301 · management and general $7,168 · fundraising $1,205

  • 10 · Payroll taxes

    total $14,431 · program services $2,165 · management and general $3,608 · fundraising $8,658

  • 11b · Fees: legal

    total $1,688 · management and general $1,688

  • 11c · Fees: accounting

    total $41,776 · management and general $41,776

  • 11e · Fees: professional fundraising services

    total $54,500 · fundraising $54,500

  • 11f · Fees: investment management

    total $110,338 · program services $12,015 · management and general $98,323

  • 11g · Fees: other

    total $39,069 · management and general $39,069

  • 12 · Advertising and promotion

    total $5,632 · fundraising $5,632

  • 13 · Office expenses

    total $17,991 · program services $7,359 · management and general $2,265 · fundraising $8,367

  • 14 · Information technology

    total $75,091 · management and general $74,416 · fundraising $675

  • 17 · Travel

    total $14,756 · program services $11,276 · management and general $1,450 · fundraising $2,030

  • 19 · Conferences, conventions and meetings

    total $1,874 · program services $507 · management and general $1,367

  • 20 · Interest

    total $1,604 · program services $1,604

  • 23 · Insurance

    total $15,737 · program services $3,737 · management and general $12,000

  • 24a · Other expenses: SPECIAL PROJECTS

    total $51,075 · program services $44,924 · management and general $1,231 · fundraising $4,920

  • 24b · Other expenses: DISCRETIONARY

    total $20,761 · program services $20,761

  • 24c · Other expenses: ALUMNI ACTIVITIES

    total $20,368 · program services $20,368

  • 24d · Other expenses: MISCELLANEOUS

    total $7,021 · program services $104 · management and general $51 · fundraising $6,866

  • 24e · All other expenses

    total $2,368 · program services $793 · management and general $1,575

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $69,651 · end of year $782,963

  • 2 · Savings and temporary cash investments

    beginning of year $483,573 · end of year $340,270

  • 3 · Pledges and grants receivable

    beginning of year $1,446,012 · end of year $2,754,527

  • 4 · Accounts receivable

    beginning of year $153,948 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $44,251 · end of year $88,580

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

    $78,305

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

    $59,805

  • 10c · Land, buildings and equipment, net

    beginning of year $18,500 · end of year $18,500

  • 11 · Investments: publicly traded securities

    beginning of year $38,499,157 · end of year $42,906,668

  • 17 · Accounts payable and accrued expenses

    beginning of year $549,745 · end of year $324,830

  • 27 · Net assets without donor restrictions

    beginning of year $5,120,573 · end of year $6,149,091

  • 28 · Net assets with donor restrictions

    beginning of year $35,044,774 · end of year $40,417,587

Mission and programs · 2023

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.

Activities or mission (Part I)

TO SUPPORT AND ADVANCE THE EDUCATIONAL MISSION OF THE UNIVERSITY OF WISCONSIN OSHKOSH THROUGH THE SOLICITATION OF CONTRIBUTIONS OF GIFTS OF MONETARY SUPPORT, REAL PROPERTY OR OTHER PERSONAL PROPERTY FROM INDIVIDUALS, ASSOCIATIONS, CORPORATIONS, OR OTHER ENTITIES.

  • DISBURSED PAYMENTS TO AND ON BEHALF OF THE UNIVERSITY OF WISCONSIN-OSHKOSH FOR ADVANCEMENT OF EDUCATIONAL, SCIENTIFIC, AND ATHLETIC PURPOSES.

    Expenses $2,308,329 · Grants $2,150,371 · Revenue $65,803

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Timothy C Mulloy

    INTERIM FINANCE DIRECTOR

    Total calculated
    $0
    Hours/week
    40

  • H Gene Drecktrah

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Thomas R Guyette

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Norbert S Hill Jr

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jon Dudzinski

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Janet Tierney

    SECRETARY

    Total calculated
    $0
    Hours/week
    5

  • Scott Barr

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Chad Durkee

    TREASURER

    Total calculated
    $0
    Hours/week
    5

  • James Hoffman

    PAST CHAIR

    Total calculated
    $0
    Hours/week
    5

  • Katrina Fine

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Greg Giles

    FORMER EXECUTIVE DIRECTOR

    Total calculated
    $201,441
    From this org
    $178,530
    From related orgs
    $0
    Other
    $22,911
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $178,530
    Bonus
    $0
    Other
    $0
    Deferred
    $8,629
    Nontaxable benefits
    $14,282
    Filer's total
    $201,441

  • Holly Brenner

    PRESIDENT

    Total calculated
    $0
    Hours/week
    5

  • William Everson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Michael Hochholzer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • John Koker

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • David Pauly

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Brooke Tabbert

    INTERIM EXECUTIVE DIRECTOR

    Total calculated
    $0
    Hours/week
    40

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 · Written employment contract
  • 3 · Approval by the board or compensation committee

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 - OSHKOSH

    $600,779

    SUPPORT FOR UW OSHKOSH ATHLETIC TEAMS

  • UNIVERSITY OF WISCONSIN - OSHKOSH

    $388,506

    SUPPORT TO VARIOUS UW OSHKOSH DEPARTMENTS

  • UNIVERSITY OF WISCONSIN - OSHKOSH

    $57,917

    PROVIDE PROFESSORSHIPS TO UW OSHKOSH PROFESSORS

  • UNIVERSITY OF WISCONSIN - OSHKOSH

    $18,813

    PROVIDE AWARDS & RECOGNITION TO OUTSTANDING UW OSHKOSH EMPLOYEES

  • UNIVERSITY OF WISCONSIN - OSHKOSH

    $0

    CLOTHING, EQUIPMENT, AND SUPPLIES

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • UNIVERSITY OF WISCONSIN OSHKOSH

    501(C)(3) · PUBLIC UNIVERSITY · WI

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • UW-OSHKOSH FOUNDATION HOTEL PROJECT LLC

    OWN AND OPERATE PARTNERSHIP INTEREST IN A HOTEL IN OSHKOSH, WI · WI · income $1,173,410 · assets $100,625

    Directly controlled by UNIVERSITY OF WISCONSIN OSHKOSH FOUNDATION INC

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • OSHKOSH INVESTORS LLC

    UNRELATED · HOTEL MANAGEMENT · WI · 11.67% owned · share of income $471,066 · general or managing partner

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • UW OSHKOSH FOUNDATION - WITZEL LLC

    C · CONSTRUCT AND OPERATE A BIODIGESTER FACILITY IN OSHKOSH, WI · WI · 100% owned · controlled entity

    Directly controlled by UNIVERSITY OF WISCONSIN OSHKOSH FOUNDATION INC

Provenance

Return type
form_990
Tax year
2023
Filed
4 November 2024
IRS schema version
2023v5.1
Source object
202443109349303114

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