Totals
- Total revenue
- $9,577,983
- Total expenses
- $6,298,004
- Contributions and grants received
- $7,917,988
- Grants paid
- $5,436,473
- Program service revenue
- $0
- Investment income
- $1,603,394
- Other revenue
- $56,601
- Total assets, end of year
- $63,610,597
- Total liabilities, end of year
- $335,441
- Net assets or fund balances, end of year
- $63,275,156
- Program services expenses (Part IX)
- $5,436,473
- Management and general expenses
- $419,782
- Fundraising expenses
- $441,749
- Program service expenses (Part III)
- $5,436,473
Program services were 86.3% 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
$59,931
-
1f · All other contributions, gifts and grants
$7,858,057
-
1g · Noncash contributions included above
$222,094
-
3 · Investment income
total $1,605,513 · excluded $1,605,513
-
7a · Gross sales of assets other than inventory
securities $6,143,413
-
7b · Less cost or other basis and sales expenses
securities $6,145,532
-
7c · Gain or loss
securities -$2,119
-
7d · Net gain or loss
total -$2,119 · excluded -$2,119
-
8a · Fundraising events: gross income
$37,194
-
8a · Fundraising events: contributions included on line 1c
$59,931
-
8b · Fundraising events: direct expenses
$61,106
-
8c · Net income from fundraising events
total -$23,912 · excluded -$23,912
-
9a · Gaming: gross income
$4,879
-
9b · Gaming: direct expenses
$2,120
-
9c · Net income from gaming
total $2,759 · excluded $2,759
-
11a · Other revenue: MISC REVENUE
total $77,754 · excluded $77,754
-
11e · Other revenue, total
$77,754
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $3,872,856 · program services $3,872,856
-
2 · Grants to domestic individuals
total $1,563,617 · program services $1,563,617
-
7 · Other salaries and wages
total $102,042 · fundraising $102,042
-
11c · Fees: accounting
total $39,034 · management and general $39,034
-
11f · Fees: investment management
total $166,876 · management and general $166,876
-
11g · Fees: other
total $25,491 · management and general $15,241 · fundraising $10,250
-
13 · Office expenses
total $140,916 · management and general $10,590 · fundraising $130,326
-
14 · Information technology
total $128,244 · management and general $127,796 · fundraising $448
-
16 · Occupancy
total $14,371 · management and general $13,215 · fundraising $1,156
-
17 · Travel
total $47,394 · fundraising $47,394
-
19 · Conferences, conventions and meetings
total $34,487 · management and general $8,960 · fundraising $25,527
-
23 · Insurance
total $641 · management and general $641
-
24a · Other expenses: HOSTING & ENTERTAINMENT
total $76,073 · management and general $11,715 · fundraising $64,358
-
24b · Other expenses: PROGRAM SUPPORT
total $45,384 · fundraising $45,384
-
24c · Other expenses: DUES & SUBSCRIPTIONS
total $11,537 · management and general $6,206 · fundraising $5,331
-
24e · All other expenses
total $29,041 · management and general $19,508 · fundraising $9,533
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,612,361 · end of year $3,533,216
-
3 · Pledges and grants receivable
beginning of year $6,324,043 · end of year $4,725,496
-
4 · Accounts receivable
beginning of year $4,279 · end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $99,230 · end of year $86,764
-
10a · Land, buildings and equipment: cost or other basis
$248,633
-
10b · Land, buildings and equipment: accumulated depreciation
$248,633
-
10c · Land, buildings and equipment, net
beginning of year $0 · end of year $0
-
11 · Investments: publicly traded securities
beginning of year $45,600,477 · end of year $53,987,331
-
15 · Other assets
beginning of year $2,461,634 · end of year $1,277,790
-
17 · Accounts payable and accrued expenses
beginning of year $326,311 · end of year $335,441
-
27 · Net assets without donor restrictions
beginning of year -$25,618 · end of year $2,118,451
-
28 · Net assets with donor restrictions
beginning of year $55,801,331 · end of year $61,156,705
Mission and programs · 2023
Mission
CONTINUED IN SCHEDULE O
-
ENDOWMENT FUND - GRANT SCHOLARSHIPS AND PROVIDE OTHER SERVICES TO THE UNIVERSITY OF WISCONSIN - PLATTEVILLE.
Expenses $5,436,473 · Grants $5,436,473
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Joshua BootsJOSHUA BOOTS
EXECUTIVE DIRECTOR (THROUGH NOV)
- Total calculated
- $170,487
- From this org
- $137,622
- From related orgs
- $0
- Other
- $32,865
- Hours/week
- 2 + 40 related
Schedule J breakdown matched by us
- Base
- $137,622
- Bonus
- $0
- Other
- $0
- Deferred
- $14,086
- Nontaxable benefits
- $18,779
- Filer's total
- $170,487
-
Stacia StephensonSTACIA STEPHENSON
EXECUTIVE DIRECTOR
- Total calculated
- $129,520
- From this org
- $97,886
- From related orgs
- $0
- Other
- $31,634
- Hours/week
- 2 + 40 related
-
Joseph DenkJOSEPH DENK
FOUNDATION CHAIR
- Total calculated
- $0
- Hours/week
- 5
-
Ron MeissenRON MEISSEN
FOUNDATION VICE CHAIR
- Total calculated
- $0
- Hours/week
- 4
-
Margaret KeehnMARGARET KEEHN
FOUNDATION TREASURER
- Total calculated
- $0
- Hours/week
- 4
-
Ann MoyerANN MOYER
FOUNDATION SECRETARY
- Total calculated
- $0
- Hours/week
- 4
-
Kristen CadmanKRISTEN CADMAN
COMMITTEE CHAIR
- Total calculated
- $0
- Hours/week
- 4
-
Greg LoekGREG LOEK
COMMITTEE CHAIR
- Total calculated
- $0
- Hours/week
- 4
-
Darin PaulsDARIN PAULS
COMMITTEE CHAIR
- Total calculated
- $0
- Hours/week
- 4
-
Doug BuhlerDOUG BUHLER
COMMITTEE CHAIR
- Total calculated
- $0
- Hours/week
- 4
-
Dan SmithDAN SMITH
COMMITTEE CHAIR
- Total calculated
- $0
- Hours/week
- 4
-
Tori EricksonTORI ERICKSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Richard BurgermeisterRICHARD BURGERMEISTER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Lana WieseLANA WIESE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Jeff IngebritsenJEFF INGEBRITSEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Jerry KobiskeJERRY KOBISKE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Mary WagnerMARY WAGNER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
David MurphyDAVID MURPHY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Jim RyanJIM RYAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Dion ShawDION SHAW
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Chuck BrokoppCHUCK BROKOPP
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Ellen UllsvikELLEN ULLSVIK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Carol WeberCAROL WEBER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Kathy BuhrKATHY BUHR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Mittie Den HerderMITTIE DEN HERDER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Matthew RichardsMATTHEW RICHARDS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
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
None.
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
The filer's explanations (Part III)
- FORM 990, PART VII, SECTION A, LINE 5
- JOSHUA BOOTS, EXECUTIVE DIRECTOR AND STACIA STEPHENSON, EXECUTIVE DIRECTOR ARE EMPLOYEES OF THE UNIVERSITY OF WISCONSIN-PLATTEVILLE, AN UNRELATED ORGANIZATION. JOSHUA'S TOTAL 2023 CALENDAR YEAR COMPENSATION PAID BY THE UNIVERSITY IS $170,487. STACIA'S TOTAL 2023 CALENDAR YEAR COMPENSATION PAID BY THE UNIVERSITY IS $27,569.
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-PLATTEVILLE
$3,872,856
UNIVERSITY PROGRAMS
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.
-
UW-PLATTEVILLE REAL ESTATE FOUNDATION INC
501(C)(3) · REAL ESTATE DEALINGS FOR THE EXCLUSIVE BENEFIT OF UW-PLATTEVILLE · WI · controlled entity
Directly controlled by UNIVERSITY OF WISCONSIN - PLATTEVILLE
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 13 March 2025
- IRS schema version
- 2023v6.0
- Source object
- 202500739349300535
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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