Form 990 for tax year 2022
Filed by UNIVERSITY OF WISCONSIN GREEN BAY FOUNDATION INC.
Totals
- Total revenue
- $15,782,632
- Total expenses
- $5,214,735
- Contributions and grants received
- $15,456,164
- Grants paid
- $4,461,883
- Program service revenue
- $0
- Investment income
- -$11,163
- Other revenue
- $337,631
- Total assets, end of year
- $65,581,778
- Total liabilities, end of year
- $357,022
- Net assets or fund balances, end of year
- $65,224,756
- Program services expenses (Part IX)
- $4,657,212
- Management and general expenses
- $474,979
- Fundraising expenses
- $82,544
- Program service expenses (Part III)
- $4,657,212
Program services were 89.3% 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
$249,370
-
1f · All other contributions, gifts and grants
$15,206,794
-
1g · Noncash contributions included above
$35,316
-
3 · Investment income
total $1,057,166 · excluded $1,057,166
-
7a · Gross sales of assets other than inventory
securities $1,008,165
-
7b · Less cost or other basis and sales expenses
securities $2,076,494
-
7c · Gain or loss
securities -$1,068,329
-
7d · Net gain or loss
total -$1,068,329 · excluded -$1,068,329
-
8a · Fundraising events: gross income
$452,371
-
8a · Fundraising events: contributions included on line 1c
$249,370
-
8b · Fundraising events: direct expenses
$117,207
-
8c · Net income from fundraising events
total $335,164 · excluded $335,164
-
11a · Other revenue: OTHER INCOME
total $2,467 · excluded $2,467
-
11e · Other revenue, total
$2,467
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $4,461,883 · program services $4,461,883
-
11b · Fees: legal
total $9,746 · management and general $9,746
-
11c · Fees: accounting
total $12,390 · management and general $12,390
-
11f · Fees: investment management
total $205,308 · management and general $205,308
-
11g · Fees: other
total $178,710 · management and general $178,710
-
13 · Office expenses
total $98,121 · program services $19,444 · management and general $28,242 · fundraising $50,435
-
16 · Occupancy
total $36,633 · program services $29,973 · management and general $6,660
-
17 · Travel
total $641 · program services $192 · management and general $224 · fundraising $225
-
22 · Depreciation, depletion and amortization
total $3,347 · program services $3,347
-
23 · Insurance
total $3,036 · program services $1,518 · management and general $1,518
-
24a · Other expenses: MEALS AND ENTERTAINMENT
total $187,807 · program services $140,855 · management and general $22,537 · fundraising $24,415
-
24b · Other expenses: MISCELLANEOUS EXPENSE
total $6,469 · fundraising $6,469
-
24c · Other expenses: TRAINING AND DEVELOPMEN
total $4,946 · management and general $4,946
-
24d · Other expenses: DUES AND SUBSCRIPTIONS
total $4,698 · management and general $4,698
-
24e · All other expenses
total $1,000 · fundraising $1,000
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,320,682 · end of year $1,612,459
-
2 · Savings and temporary cash investments
beginning of year $2,564,545 · end of year $2,399,770
-
3 · Pledges and grants receivable
beginning of year $4,823,094 · end of year $8,054,917
-
4 · Accounts receivable
beginning of year $34,071 · end of year $45,143
-
10a · Land, buildings and equipment: cost or other basis
$631,932
-
10b · Land, buildings and equipment: accumulated depreciation
$24,098
-
10c · Land, buildings and equipment, net
beginning of year $611,181 · end of year $607,834
-
11 · Investments: publicly traded securities
beginning of year $54,044,573 · end of year $52,803,202
-
15 · Other assets
beginning of year $56,129 · end of year $58,453
-
17 · Accounts payable and accrued expenses
beginning of year $8,033 · end of year $147,413
-
19 · Deferred revenue
end of year $12,700
-
25 · Other liabilities
beginning of year $228,656 · end of year $196,909
-
27 · Net assets without donor restrictions
beginning of year $7,131,826 · end of year $5,840,949
-
28 · Net assets with donor restrictions
beginning of year $56,085,760 · end of year $59,383,807
Mission and programs · 2022
Mission
THE UW-GREEN BAY FOUNDATION FURTHERS THE MISSION OF UW-GREEN BAY, A PUBLIC UNIVERSITY, BY DEVELOPING AND INCREASING OPPORTUNITIES FOR STUDENTS PRIMARILY IN THE AREAS OTHER THAN THOSE IN WHICH THE STATE OF WISCONSIN ORDINARILY MAKES APPROPRIATIONS. THE FOUNDATION ATTRACTS, MANAGES, AND DISTRIBUTES PRIVATE RESOURCES, DONATED BY FRIENDS OF THE UNIVERSITY, THAT: FUND STUDENT SCHOLARSHIPS; RENOVATE OR CONSTRUCT ACADEMIC OR RECREATIONAL FACILITIES; FUND ENDOWED FACULTY POSITIONS; SUPPORT RESEARCH; AND FUND EDUCATIONAL ACTIVITIES TO ENHANCE THE LEARNING ENVIRONMENT.
Activities or mission (Part I)
SUPPORT THE MISSION AND GOALS OF THE UNIVERSITY OF WISCONSIN - GREEN BAY THROUGH ACQUISITION AND STEWARDSHIP OF RESOURCES.
-
TO SOLICIT GIFTS AND BEQUESTS AND TO ADMINISTER, USE OR DISTRIBUTE THESE GIFTS FOR THE BENEFIT OF THE UNIVERSITY OF WISCONSIN - GREEN BAY AND ITS STUDENTS IN THE ADVANCEMENT OF THE UNIVERSITY'S EDUCATIONAL, CHARITABLE AND SCIENTIFIC PURPOSES.
Expenses $4,657,212 · Grants $4,461,883
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Matthew MuellerMATTHEW MUELLER
CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
Robert CeraROBERT CERA
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
Gerald CondonGERALD CONDON
SECRETARY
- Total calculated
- $0
- Hours/week
- 2
-
Diane FordDIANE FORD
TREASURER
- Total calculated
- $0
- Hours/week
- 2
-
Paul NorthwayPAUL NORTHWAY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Koenraad DriessensKOENRAAD DRIESSENS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jeffrey CheneyJEFFREY CHENEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Heather KarczHEATHER KARCZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Sheryl Van GruensvenSHERYL VAN GRUENSVEN
EX-OFFICIO
- Total calculated
- $0
- Hours/week
- 1
-
Tina SauerhammerTINA SAUERHAMMER
EX-OFFICIO
- Total calculated
- $0
- Hours/week
- 1
-
Michael CheungMICHAEL CHEUNG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Thomas AdriansTHOMAS ADRIANS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Anthony WernerANTHONY WERNER
EX-OFFICIO, VICE CHANCELLO
- Total calculated
- $0
- Hours/week
- 2
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.
Grants on this return
-
UNIVERSITY OF WISCONSIN - GREEN BAY
$4,461,883
EDUCATIONAL, CHARITABLE AND SCIENTIFIC PURPOSES
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.
-
PHOENIX REAL ESTATE FOUNDATION LLC
REAL ESTATE HOLDING COMPANY FOR BUILDING/LAND · WI · assets $607,834
Directly controlled by UNIVERSITY OF WISCONSIN - GREEN BAY FOUNDATION INC
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 28 June 2023
- IRS schema version
- 2022v5.0
- Source object
- 202341919349301004
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