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Nonprofiteer
← UNIVERSITY OF WISCONSIN GREEN BAY FOUNDATION INC

Form 990 for tax year 2025

Filed by UNIVERSITY OF WISCONSIN GREEN BAY FOUNDATION INC.

Totals

Total revenue
$11,835,394
Total expenses
$8,440,826
Contributions and grants received
$9,829,760
Grants paid
$7,467,945
Program service revenue
$0
Investment income
$1,936,400
Other revenue
$69,234
Total assets, end of year
$90,030,520
Total liabilities, end of year
$108,347
Net assets or fund balances, end of year
$89,922,173
Program services expenses (Part IX)
$7,625,656
Management and general expenses
$703,550
Fundraising expenses
$111,620
Program service expenses (Part III)
$7,625,656

Program services were 90.3% 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

    $526,810

  • 1f · All other contributions, gifts and grants

    $9,302,950

  • 1g · Noncash contributions included above

    $102,693

  • 3 · Investment income

    total $1,747,873 · excluded $1,747,873

  • 7a · Gross sales of assets other than inventory

    securities $188,527

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

    securities $0

  • 7c · Gain or loss

    securities $188,527

  • 7d · Net gain or loss

    total $188,527 · excluded $188,527

  • 8a · Fundraising events: gross income

    $222,144

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

    $526,810

  • 8b · Fundraising events: direct expenses

    $155,333

  • 8c · Net income from fundraising events

    total $66,811 · excluded $66,811

  • 11a · Other revenue: OTHER INCOME

    total $2,423 · excluded $2,423

  • 11e · Other revenue, total

    $2,423

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $7,467,945 · program services $7,467,945

  • 11a · Fees: management

    total $1,038 · management and general $1,038

  • 11c · Fees: accounting

    total $21,491 · management and general $21,491

  • 11f · Fees: investment management

    total $189,834 · management and general $189,834

  • 11g · Fees: other

    total $409,610 · management and general $409,610

  • 13 · Office expenses

    total $92,434 · program services $14,227 · management and general $23,067 · fundraising $55,140

  • 16 · Occupancy

    total $34,656 · program services $26,160 · management and general $8,496

  • 17 · Travel

    total $39,997 · program services $11,999 · management and general $13,999 · fundraising $13,999

  • 23 · Insurance

    total $2,230 · program services $1,115 · management and general $1,115

  • 24a · Other expenses: MEALS AND ENTERTAINMENT

    total $138,947 · program services $104,210 · management and general $16,674 · fundraising $18,063

  • 24b · Other expenses: BAD DEBTS

    total $22,914 · fundraising $22,914

  • 24c · Other expenses: TRAINING AND DEVELOPMEN

    total $13,219 · management and general $13,219

  • 24d · Other expenses: DUES AND SUBSCRIPTIONS

    total $5,007 · management and general $5,007

  • 24e · All other expenses

    total $1,504 · fundraising $1,504

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $468,960 · end of year $772,588

  • 2 · Savings and temporary cash investments

    beginning of year $1,036 · end of year $1,046

  • 3 · Pledges and grants receivable

    beginning of year $5,847,563 · end of year $6,432,230

  • 4 · Accounts receivable

    beginning of year $82,172 · end of year $69,235

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

    $501,400

  • 10c · Land, buildings and equipment, net

    beginning of year $501,400 · end of year $501,400

  • 11 · Investments: publicly traded securities

    beginning of year $70,734,455 · end of year $82,198,343

  • 15 · Other assets

    beginning of year $55,501 · end of year $55,678

  • 17 · Accounts payable and accrued expenses

    beginning of year $341,259 · end of year $85,269

  • 19 · Deferred revenue

    beginning of year $22,200 · end of year $23,078

  • 25 · Other liabilities

    beginning of year $35,940 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $7,373,105 · end of year $8,530,247

  • 28 · Net assets with donor restrictions

    beginning of year $69,918,583 · end of year $81,391,926

Mission and programs · 2025

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)

THE FOUNDATION EXISTS TO SUPPORT THE UNIVERSITY OF WISCONSIN - GREEN BAY IN ITS QUEST TO PROVIDE AN EDUCATION TO ALL WHO SEEK ONE. THIS IS DONE THROUGH SCHOLARSHIP, RESEARCH SUPPORT, CAPITAL ACQUISITIONS, AND INVESTING IN THE STAFF AND FACULTY.

  • 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 $7,625,656 · Grants $7,467,945

As filed on the 2025 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • ROBERT CERA

    CHAIR

    Total calculated
    $0
    Hours/week
    2

  • JEFFREY CHENEY

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • DIANE FORD

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • GERALD CONDON

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • THOMAS ADRIANS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL CHEUNG

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KOENRAAD DRIESSENS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • HEATHER KARCZ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JAMES LOEBL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MADHURI BHATIA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MELISSA REYNEBEAU

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

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

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 · income $0 · assets $502,427

    Directly controlled by UNIVERSITY OF WISCONSIN - GREEN BAY FOUNDATION INC

Provenance

Return type
form_990
Tax year
2025
Filed
12 May 2026
IRS schema version
2025v4.1
Source object
202611339349302056

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