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← UW-STOUT POLYTECHNIC FOUNDATION AND ALUMNI ASSOCIATION INC

Form 990 for tax year 2024

Filed by UW-STOUT POLYTECHNIC FOUNDATION AND ALUMNI ASSOCIATION INC.

Totals

Total revenue
$11,611,125
Total expenses
$7,472,898
Contributions and grants received
$6,434,996
Grants paid
$5,020,511
Program service revenue
$0
Investment income
$5,118,494
Other revenue
$57,635
Total assets, end of year
$99,534,386
Total liabilities, end of year
$568,901
Net assets or fund balances, end of year
$98,965,485
Program services expenses (Part IX)
$5,279,380
Management and general expenses
$1,038,290
Fundraising expenses
$1,155,228
Program service expenses (Part III)
$5,279,380

Program services were 70.6% 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

    $6,434,996

  • 1g · Noncash contributions included above

    $291,043

  • 3 · Investment income

    total $2,926,403 · excluded $2,926,403

  • 5 · Royalties

    total $14,344 · excluded $14,344

  • 6a · Gross rents

    real property $1,800

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $1,800

  • 6d · Net rental income or loss

    total $1,800 · excluded $1,800

  • 7a · Gross sales of assets other than inventory

    securities $27,126,233

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

    securities $24,934,142

  • 7c · Gain or loss

    securities $2,192,091

  • 7d · Net gain or loss

    total $2,192,091 · excluded $2,192,091

  • 11d · All other revenue

    total $41,491 · excluded $41,491

  • 11e · Other revenue, total

    $41,491

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $3,132,439 · program services $3,132,439

  • 2 · Grants to domestic individuals

    total $1,888,072 · program services $1,888,072

  • 11a · Fees: management

    total $1,319,675 · management and general $597,850 · fundraising $721,825

  • 11c · Fees: accounting

    total $60,532 · management and general $60,532

  • 11e · Fees: professional fundraising services

    total $314,685 · fundraising $314,685

  • 11f · Fees: investment management

    total $136,615 · management and general $136,615

  • 11g · Fees: other

    total $53,839 · management and general $39,900 · fundraising $13,939

  • 12 · Advertising and promotion

    total $54,192 · fundraising $54,192

  • 13 · Office expenses

    total $79,171 · management and general $77,137 · fundraising $2,034

  • 14 · Information technology

    total $83,042 · management and general $77,995 · fundraising $5,047

  • 16 · Occupancy

    total $12,500 · management and general $12,500

  • 17 · Travel

    total $31,815 · management and general $585 · fundraising $31,230

  • 19 · Conferences, conventions and meetings

    total $36,901 · management and general $24,625 · fundraising $12,276

  • 23 · Insurance

    total $10,439 · management and general $10,439

  • 24a · Other expenses: ALUMNI SERVICES

    total $258,869 · program services $258,869

  • 24e · All other expenses

    total $112 · management and general $112

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $200,438 · end of year $242,222

  • 2 · Savings and temporary cash investments

    beginning of year $80,336 · end of year $155,613

  • 3 · Pledges and grants receivable

    beginning of year $3,762,716 · end of year $6,013,855

  • 9 · Prepaid expenses and deferred charges

    beginning of year $90,126 · end of year $13,390

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

    $273,545

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

    $67,855

  • 10c · Land, buildings and equipment, net

    beginning of year $205,690 · end of year $205,690

  • 11 · Investments: publicly traded securities

    beginning of year $71,498,265 · end of year $74,180,710

  • 12 · Investments: other securities

    beginning of year $15,107,491 · end of year $18,492,442

  • 15 · Other assets

    beginning of year $244,720 · end of year $230,464

  • 17 · Accounts payable and accrued expenses

    beginning of year $613,079 · end of year $103,849

  • 25 · Other liabilities

    beginning of year $468,394 · end of year $465,052

  • 27 · Net assets without donor restrictions

    beginning of year $10,610,552 · end of year $10,141,226

  • 28 · Net assets with donor restrictions

    beginning of year $79,497,757 · end of year $88,824,259

Mission and programs · 2024

Mission

UW-STOUT FOUNDATION AND ALUMNI ASSOCIATION, INC. CULTIVATES RELATIONSHIPS BETWEEN UW-STOUT AND ITS VARIOUS CONSTITUENCIES FOR THEIR MUTUAL BENEFIT. IT SUPPORTS THE MISSION AND GOALS OF UW-STOUT THROUGH THE ACQUISITION AND STEWARDSHIP OF RESOURCES.

  • FUNDS PROVIDED TO UW-STOUT TO FUND CHAIRS, PROFESSORSHIPS, ACADEMIC CENTERS, AND VARIOUS OTHER PROJECTS FOR PROGRAMS AND DEPARTMENTS AT UW-STOUT.

    Expenses $3,132,439 · Grants $3,132,439

  • SCHOLARSHIPS WERE AWARDED TO 748 UNIVERSITY OF WISCONSIN-STOUT STUDENTS.

    Expenses $1,888,072 · Grants $1,888,072

  • THE STOUT ALUMNI ASSOCIATION PROGRAM IS DESIGNED TO ADVANCE THE EFFECTIVENESS OF THE UNIVERSITY OF WISCONSIN-STOUT AND STRENGTHEN THE TIES BETWEEN ALUMNI AND THE UNIVERSITY OF WISCONSIN-STOUT.

    Expenses $258,869

As filed on the 2024 return.

Listed in Part VII

  • Linda Funk

    PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • John Stahmer

    VICE PRESIDENT (TERMED 3/25)

    Total calculated
    $0
    Hours/week
    1

  • Tim Seichter

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Gregory Else

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Lora Benrud

    MEMBER (TERMED 9/24)

    Total calculated
    $0
    Hours/week
    0.5

  • Marcia Jante

    MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Jason Levash

    MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Kay Manger-Hague

    MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Carol Mooney

    MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Steve Sizemore

    MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Lacey Smith

    MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Lou Welter

    MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Katharine Reed

    EXECUTIVE DIRECTOR (TERMED 12/24)

    Total calculated
    $0
    Hours/week
    16

  • Kristie Leonard

    DIRECTOR OF FINANCE

    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.

Grants on this return

  • UNIVERSITY OF WISCONSIN - STOUT

    $3,132,439

    ASSISTANCE PROVIDED TO THE UNIVERSITY OF WISCONSIN-STOUT, WHICH IS THE REASON FOR THE FOUNDATION'S EXISTENCE.

Provenance

Return type
form_990
Tax year
2024
Filed
17 October 2025
IRS schema version
2024v5.2
Source object
202513039349301026

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