Form 990 for tax year 2022
Filed by UNIVERSITY OF WISCONSIN RIVER FALLS FOUNDATION.
Totals
- Total revenue
- $4,531,229
- Total expenses
- $4,892,325
- Contributions and grants received
- $3,815,824
- Grants paid
- $4,305,806
- Program service revenue
- $39,633
- Investment income
- $672,289
- Other revenue
- $3,483
- Total assets, end of year
- $32,657,932
- Total liabilities, end of year
- $294,701
- Net assets or fund balances, end of year
- $32,363,231
- Program services expenses (Part IX)
- $4,305,806
- Management and general expenses
- $586,519
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $4,305,806
Program services were 88.0% 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
$3,815,824
-
1g · Noncash contributions included above
$1,662
-
2a · Program service revenue: AFFINITY INCOME
total $39,633 · excluded $39,633
-
3 · Investment income
total $687,841 · excluded $687,841
-
7a · Gross sales of assets other than inventory
securities $13,144,941
-
7b · Less cost or other basis and sales expenses
securities $13,160,493
-
7c · Gain or loss
securities -$15,552
-
7d · Net gain or loss
total -$15,552 · excluded -$15,552
-
11d · All other revenue
total $3,483 · excluded $3,483
-
11e · Other revenue, total
$3,483
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $3,209,136 · program services $3,209,136
-
2 · Grants to domestic individuals
total $1,096,670 · program services $1,096,670
-
5 · Compensation of officers, directors and key employees
total $126,697 · management and general $126,697
-
7 · Other salaries and wages
total $161,806 · management and general $161,806
-
8 · Pension plan contributions
total $13,624 · management and general $13,624
-
9 · Other employee benefits
total $65,343 · management and general $65,343
-
11c · Fees: accounting
total $22,366 · management and general $22,366
-
11f · Fees: investment management
total $129,209 · management and general $129,209
-
11g · Fees: other
total $15,506 · management and general $15,506
-
13 · Office expenses
total $10,041 · management and general $10,041
-
14 · Information technology
total $25,864 · management and general $25,864
-
16 · Occupancy
total $6,356 · management and general $6,356
-
23 · Insurance
total $9,707 · management and general $9,707
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $45,878 · end of year $0
-
2 · Savings and temporary cash investments
beginning of year $1,562,823 · end of year $2,138,093
-
3 · Pledges and grants receivable
beginning of year $431,462 · end of year $1,045,805
-
9 · Prepaid expenses and deferred charges
beginning of year $12,838 · end of year $14,204
-
10a · Land, buildings and equipment: cost or other basis
$33,108
-
10b · Land, buildings and equipment: accumulated depreciation
$33,108
-
10c · Land, buildings and equipment, net
beginning of year $0 · end of year $0
-
11 · Investments: publicly traded securities
beginning of year $26,430,088 · end of year $26,499,334
-
12 · Investments: other securities
beginning of year $2,807,003 · end of year $2,944,025
-
15 · Other assets
beginning of year $0 · end of year $16,471
-
17 · Accounts payable and accrued expenses
beginning of year $68,978 · end of year $56,735
-
25 · Other liabilities
beginning of year $205,835 · end of year $237,966
-
27 · Net assets without donor restrictions
beginning of year $3,438,867 · end of year $4,725,348
-
28 · Net assets with donor restrictions
beginning of year $27,576,412 · end of year $27,637,883
Mission and programs · 2022
Mission
AN INDEPENDENT, NOT FOR PROFIT WISCONSIN CORPORATION, THE UWRF FOUNDATION IS ORGANIZED SOLELY FOR THE BENEFIT OF THE UNIVERSITY OF WISCONSIN-RIVER FALLS. PRIVATE GIVING TO THE FOUNDATION IS ESSENTIAL IN RAISING THE LEVEL OF EXCELLENCE AT THE UNIVERSITY. THROUGH SUPPORT OF THE UNIVERSITY'S GOALS AND OBJECTIVES, THE FOUNDATION IS COMMITTED TO ENGAGING PEOPLE WHO CARE ABOUT THE UNIVERSITY, AND WHO HAVE THE DEDICATION TO PROMOTE AND SUPPORT THE INITIATIVES OF THE UNIVERSITY. THE FOUNDATION MANAGES FUNDS ACCORDING TO THE WISHES OF THE DONORS, PROMOTES A CULTURE OF PHILANTHROPY, AND ADHERES TO THE ETHICAL AND CONSCIENTIOUS STEWARDSHIP OF ALL GIFTS.
Activities or mission (Part I)
TO BENEFIT THE UNIVERSITY OF WISCONSIN - RIVER FALLS
-
SPECIAL PROJECTS FOR UNIVERSITY RELATED ACTIVITIESDISBURSEMENTS OF THIS TYPE ARE FOR PAYMENTS TO ENHANCE AND SUPPORT THE ACTIVITIES OF THE UNIVERSITY OF WISCONSIN - RIVER FALLS INCLUDING, BUT NOT LIMITED TO THE FOLLOWING: TRAVEL, AWARDS & RECOGNITION, MEMBERSHIPS, CONFERENCES, EQUIPMENT, AND CAPITAL IMPROVEMENTS. THERE ARE 257 UNIQUE FUNDS OF THIS TYPE.
Expenses $3,209,136 · Grants $3,209,136
-
SCHOLARSHIPS AND AWARDS -SCHOLARSHIPS ARE PAID TO STUDENTS ENROLLED AT THE UNIVERSITY OF WISCONSIN - RIVER FALLS. DONEES ARE SELECTED ON THE BASIS OF SCHOLASTIC MERIT, LEADERSHIP, ETC. INDIVIDUAL DONORS OF SCHOLARSHIPS MAY NOT SPECIFY INDIVIDUAL DONEES OF FUNDS. THERE ARE 442 ANNUALLY FUNDED AND 275 ENDOWED SCHOLARSHIP FUNDS WHICH TOGETHER FUNDED 1,422 SEMESTER SCHOLARSHIPS AWARDED TO 811 STUDENTS.
Expenses $1,096,670 · Grants $1,096,670
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Mark GhertyMARK GHERTY
PAST CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
David DrewiskeDAVID DREWISKE
CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Dixie CarrollDIXIE CARROLL
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Jessica NeumannJESSICA NEUMANN
VICE CHAIR (TERMED DECEMBER)
- Total calculated
- $0
- Hours/week
- 1
-
Max NeuhausMAX NEUHAUS
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Paul DykstraPAUL DYKSTRA
SECRETARY (TERMED DECEMBER)
- Total calculated
- $0
- Hours/week
- 1
-
Barbara ButlerBARBARA BUTLER
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Greg WheelockGREG WHEELOCK
TREASURER (TERMED DECEMBER)
- Total calculated
- $0
- Hours/week
- 1
-
Derek CherneDEREK CHERNE
DIRECTOR (TERMED DECEMBER)
- Total calculated
- $0
- Hours/week
- 1
-
Garth ChristensonGARTH CHRISTENSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Christine FellingCHRISTINE FELLING
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Mark ForsytheMARK FORSYTHE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Melissa JohansenMELISSA JOHANSEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Scott JonesSCOTT JONES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Dan McGintyDAN MCGINTY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Deanne NezasDEANNE NEZAS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Charles PalmerCHARLES PALMER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Bridget RuemmeleBRIDGET RUEMMELE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Chester SlipekCHESTER SLIPEK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
David StoneDAVID STONE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Terri WilcoxTERRI WILCOX
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Amy ZimmerAMY ZIMMER
PRESIDENT
- Total calculated
- $122,324
- From this org
- $109,200
- From related orgs
- $0
- Other
- $13,124
- 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 - RIVER FALLS
$3,134,925
UNIVERSITY ACTIVITIES AND EVENTS
-
UNIVERSITY OF WISCONSIN - RIVER FALLS
$51,464
CHANCELLOR FUNDS
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 25 October 2023
- IRS schema version
- 2022v5.0
- Source object
- 202333049349301523
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