Skip to content
Nonprofiteer
← WISCONSIN ALUMNI RESEARCH FOUNDATION

Form 990 for tax year 2022

Filed by WISCONSIN ALUMNI RESEARCH FOUNDATION.

Totals

Total revenue
-$21,573,356
Total expenses
$155,452,922
Contributions and grants received
$3,272,107
Grants paid
$96,328,404
Program services expenses (Part IX)
$131,966,491
Management and general expenses
$23,486,431
Fundraising expenses
$0
Program service expenses (Part III)
$131,966,491

Program services were 84.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • ERIK IVERSON

    TRUSTEE/CEO

    Total calculated
    $807,995
    From this org
    $695,303
    From related orgs
    $15,000
    Other
    $97,692
    Hours/week
    40 + 4 related

    Schedule J breakdown matched by us

    Base
    $518,728
    Bonus
    $176,575
    Other
    $0 + $15,000 related
    Deferred
    $49,810
    Nontaxable benefits
    $47,882
    Filer's total
    $792,995 + $15,000 related

  • JAMES BERBEE

    TRUSTEE, CHAIR

    Total calculated
    $30,000
    From this org
    $30,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    4

  • MARY HAAK-FRENSCHO

    TRUSTEE

    Total calculated
    $24,000
    From this org
    $24,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • REBECCA HOUSE

    TRUSTEE

    Total calculated
    $24,000
    From this org
    $24,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • DEBORAH KELLER

    TRUSTEE

    Total calculated
    $39,000
    From this org
    $24,000
    From related orgs
    $15,000
    Other
    $0
    Hours/week
    2 + 2 related

  • PATRICIA LIPTON

    TRUSTEE, SECRETARY

    Total calculated
    $39,000
    From this org
    $24,000
    From related orgs
    $15,000
    Other
    $0
    Hours/week
    3 + 2 related

  • DORIS MEISSNER

    TRUSTEE, VICE CHAIR

    Total calculated
    $24,000
    From this org
    $24,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    3

  • WINSLOW SARGEANT

    TRUSTEE

    Total calculated
    $39,000
    From this org
    $24,000
    From related orgs
    $15,000
    Other
    $0
    Hours/week
    2 + 2 related

  • DAVID SMUKOWSKI

    TRUSTEE

    Total calculated
    $24,000
    From this org
    $24,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • JAMES THOMSON

    TRUSTEE, TREASURER (INTERIM)

    Total calculated
    $24,000
    From this org
    $24,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    3

  • NORMAN BOBINS

    TRUSTEE, TREASURER (UNTIL 10/22)

    Total calculated
    $18,000
    From this org
    $18,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    3

  • JENNIFER MNOOKIN

    TRUSTEE

    Total calculated
    $18,000
    From this org
    $18,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • PETER P TONG

    TRUSTEE

    Total calculated
    $18,000
    From this org
    $18,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • ASHA S COLLINS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • PAUL LEFF

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • THOMAS TEFFT

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • MICHAEL FALK

    CHIEF IP & LICENSING OFFICER

    Total calculated
    $237,036
    From this org
    $443,307
    From related orgs
    $0
    Other
    -$206,271
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $349,476
    Bonus
    $93,831
    Other
    $0
    Deferred
    -$240,875
    Nontaxable benefits
    $34,604
    Filer's total
    $237,036

  • STEPHANIE ADAMANY

    GENERAL COUNSEL

    Total calculated
    $286,856
    From this org
    $399,230
    From related orgs
    $0
    Other
    -$112,374
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $313,947
    Bonus
    $85,283
    Other
    $0
    Deferred
    -$153,298
    Nontaxable benefits
    $40,924
    Filer's total
    $286,856

  • JOHN GRANSEE

    CFO/COO

    Total calculated
    $479,516
    From this org
    $416,045
    From related orgs
    $0
    Other
    $63,471
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $327,676
    Bonus
    $88,369
    Other
    $0
    Deferred
    $21,288
    Nontaxable benefits
    $42,183
    Filer's total
    $479,516

  • MICHAEL PARTSCH

    CHEIF VENTURE OFFICER

    Total calculated
    $472,656
    From this org
    $410,530
    From related orgs
    $0
    Other
    $62,126
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $322,486
    Bonus
    $88,044
    Other
    $0
    Deferred
    $20,937
    Nontaxable benefits
    $41,189
    Filer's total
    $472,656

  • ALAIN HUNG

    DEPUTY CHIEF INVESTMENT OFFICER

    Total calculated
    $442,381
    From this org
    $537,078
    From related orgs
    $0
    Other
    -$94,697
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $386,560
    Bonus
    $150,518
    Other
    $0
    Deferred
    -$138,860
    Nontaxable benefits
    $44,163
    Filer's total
    $442,381

  • MICHAEL WAGNER

    INVESTMENT DIRECTOR

    Total calculated
    $556,243
    From this org
    $473,797
    From related orgs
    $0
    Other
    $82,446
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $283,263
    Bonus
    $190,534
    Other
    $0
    Deferred
    $39,770
    Nontaxable benefits
    $42,676
    Filer's total
    $556,243

  • JEANINE BURMANIA

    SENIOR DIRECTOR, IP AND LICENSING

    Total calculated
    $189,621
    From this org
    $258,730
    From related orgs
    $0
    Other
    -$69,109
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $214,585
    Bonus
    $44,145
    Other
    $0
    Deferred
    -$106,731
    Nontaxable benefits
    $37,622
    Filer's total
    $189,621

  • JONATHAN YOUNG

    HEAD OF WARF THERAPEUTICS

    Total calculated
    $370,742
    From this org
    $295,991
    From related orgs
    $0
    Other
    $74,751
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $247,220
    Bonus
    $48,771
    Other
    $0
    Deferred
    $43,009
    Nontaxable benefits
    $31,742
    Filer's total
    $370,742

  • ALYSSA THOENY

    SENIOR DIRECTOR, FINANCE

    Total calculated
    $258,035
    From this org
    $264,910
    From related orgs
    $0
    Other
    -$6,875
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $221,938
    Bonus
    $42,972
    Other
    $0
    Deferred
    -$44,642
    Nontaxable benefits
    $37,767
    Filer's total
    $258,035

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 — 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 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan
  • 5a · Pay contingent on this organization's revenues
  • 6a · Pay contingent on this organization's net earnings

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5b · Pay contingent on a related organization's revenues
  • 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 4B
THE FOLLOWING INDIVIDUAL PARTICIPATES IN A 457(F) PLAN AND THE AMOUNT IS THE CONTRIBUTION TO THE PLAN DURING 2022: ERIK IVERSON: $53,696
PART I, LINE 5
WARF'S INCENTIVE COMPENSATION/ACCURAL IS CONTINGENT UPON SEVERAL COMPLEX ORGANIZATIONAL PERFORMANCE METRICS AND FACTORS, ONE OF WHICH INCLUDES MEETING BUDGETED OPERATIONAL REVENUES.
PART I, LINE 6
WARF'S INCENTIVE COMPENSATION/ACCURAL IS CONTINGENT UPON SEVERAL COMPLEX ORGANIZATIONAL PERFORMANCE METRICS AND FACTORS, ONE OF WHICH INCLUDES MEETING BUDGETED OPERATIONAL NET EARNINGS.

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

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.

Provenance

Return type
form_990
Tax year
2022
Filed
1 November 2023
IRS schema version
2022v5.0
Source object
202303069349302940

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.