Form 990 for tax year 2024

Revenue

Part VIII, the statement of revenue.

• 1c · Fundraising events

  $41,286

• 1d · Related organizations

  $500,000

• 1f · All other contributions, gifts and grants

  $6,359,392

• 1g · Noncash contributions included above

  $460,571

• 3 · Investment income

  total $1,870,600 · excluded $1,870,600

• 7a · Gross sales of assets other than inventory

  securities $7,554,598

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

  securities $7,562,396

• 7c · Gain or loss

  securities -$7,798

• 7d · Net gain or loss

  total -$7,798 · excluded -$7,798

• 8a · Fundraising events: gross income

  $37,519

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

  $41,286

• 8b · Fundraising events: direct expenses

  $37,509

• 8c · Net income from fundraising events

  total $10 · excluded $10

• 9a · Gaming: gross income

  $6,015

• 9b · Gaming: direct expenses

  $1,893

• 9c · Net income from gaming

  total $4,122 · excluded $4,122

• 11a · Other revenue: MISC REVENUE

  total $15,753 · excluded $15,753

• 11e · Other revenue, total

  $15,753

Functional expenses

Part IX, the statement of functional expenses.

• 1 · Grants to domestic organizations and governments

  total $4,165,785 · program services $4,165,785

• 2 · Grants to domestic individuals

  total $1,661,253 · program services $1,661,253

• 7 · Other salaries and wages

  total $65,501 · fundraising $65,501

• 11c · Fees: accounting

  total $50,485 · management and general $50,485

• 11f · Fees: investment management

  total $211,771 · management and general $211,771

• 11g · Fees: other

  total $1,088 · management and general $1,088

• 12 · Advertising and promotion

  total $28,214 · fundraising $28,214

• 13 · Office expenses

  total $83,129 · management and general $1,693 · fundraising $81,436

• 14 · Information technology

  total $148,155 · management and general $148,155

• 16 · Occupancy

  total $45,822 · management and general $5,785 · fundraising $40,037

• 17 · Travel

  total $57,980 · management and general $3,220 · fundraising $54,760

• 19 · Conferences, conventions and meetings

  total $56,482 · fundraising $56,482

• 23 · Insurance

  total $3,787 · management and general $3,787

• 24a · Other expenses: GENERAL OPERATIONS - UN

  total $124,460 · management and general $26,291 · fundraising $98,169

• 24b · Other expenses: HOSTING & ENTERTAINMENT

  total $74,016 · management and general $955 · fundraising $73,061

• 24c · Other expenses: DUES AND SUBSCRIPTIONS

  total $13,880 · management and general $4,550 · fundraising $9,330

• 24e · All other expenses

  total $25,665 · management and general $3,936 · fundraising $21,729

Balance sheet

Part X, book values.

• 1 · Cash, non-interest-bearing

  beginning of year $3,533,216 · end of year $623,628

• 3 · Pledges and grants receivable

  beginning of year $4,725,496 · end of year $2,478,876

• 9 · Prepaid expenses and deferred charges

  beginning of year $86,764 · end of year $75,663

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

  $248,633

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

  $248,633

• 10c · Land, buildings and equipment, net

  beginning of year $0 · end of year $0

• 11 · Investments: publicly traded securities

  beginning of year $53,987,331 · end of year $66,000,799

• 15 · Other assets

  beginning of year $1,277,790 · end of year $1,288,169

• 17 · Accounts payable and accrued expenses

  beginning of year $335,441 · end of year $441,189

• 27 · Net assets without donor restrictions

  beginning of year $2,118,451 · end of year $2,692,616

• 28 · Net assets with donor restrictions

  beginning of year $61,156,705 · end of year $67,333,330

The filer's explanations (Part III)

FORM 990, PART VII, SECTION A, LINE 5

STACIA STEPHENSON, EXECUTIVE DIRECTOR IS AN EMPLOYEE OF THE UNIVERSITY OF WISCONSIN-PLATTEVILLE, AN UNRELATED ORGANIZATION. STACIA'S TOTAL 2024 CALENDAR YEAR COMPENSATION PAID BY THE UNIVERSITY IS $166,187.