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Nonprofiteer
← UNIVERSITY OF WYOMING FOUNDATION

Form 990 for tax year 2022

Filed by UNIVERSITY OF WYOMING FOUNDATION.

Totals

Total revenue
$110,814,430
Total expenses
$55,043,924
Contributions and grants received
$63,312,495
Grants paid
$35,779,547
Program service revenue
$0
Investment income
$44,524,095
Other revenue
$2,977,840
Total assets, end of year
$896,389,173
Total liabilities, end of year
$333,151,966
Net assets or fund balances, end of year
$563,237,207
Program services expenses (Part IX)
$35,779,547
Management and general expenses
$11,410,740
Fundraising expenses
$7,853,637
Program service expenses (Part III)
$35,779,547

Program services were 65.0% 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.

  • 1d · Related organizations

    $1,917,212

  • 1f · All other contributions, gifts and grants

    $61,395,283

  • 1g · Noncash contributions included above

    $4,060,989

  • 3 · Investment income

    total $6,480,153 · unrelated business $3,158,100 · excluded $3,322,053

  • 5 · Royalties

    total $609,570 · excluded $609,570

  • 7a · Gross sales of assets other than inventory

    securities $716,175,896

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

    securities $678,131,954

  • 7c · Gain or loss

    securities $38,043,942

  • 7d · Net gain or loss

    total $38,043,942 · excluded $38,043,942

  • 11a · Other revenue: OTHER REVENUE

    total $1,650,819 · excluded $1,650,819

  • 11b · Other revenue: UNRELATED BUSINESS

    total $717,451 · unrelated business $717,451

  • 11e · Other revenue, total

    $2,368,270

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $35,779,547 · program services $35,779,547

  • 5 · Compensation of officers, directors and key employees

    total $739,978 · management and general $263,850 · fundraising $476,128

  • 7 · Other salaries and wages

    total $5,245,890 · management and general $1,870,499 · fundraising $3,375,391

  • 9 · Other employee benefits

    total $2,684,999 · management and general $1,029,160 · fundraising $1,655,839

  • 10 · Payroll taxes

    total $68,875 · management and general $24,558 · fundraising $44,317

  • 11b · Fees: legal

    total $43,466 · management and general $18,883 · fundraising $24,583

  • 11c · Fees: accounting

    total $107,253 · management and general $107,253

  • 11f · Fees: investment management

    total $4,496,265 · management and general $4,496,265

  • 11g · Fees: other

    total $1,417,748 · management and general $645,201 · fundraising $772,547

  • 12 · Advertising and promotion

    total $46,131 · fundraising $46,131

  • 13 · Office expenses

    total $392,946 · management and general $48,824 · fundraising $344,122

  • 14 · Information technology

    total $1,207,664 · management and general $596,409 · fundraising $611,255

  • 16 · Occupancy

    total $226,622 · management and general $226,622

  • 17 · Travel

    total $557,828 · management and general $141,405 · fundraising $416,423

  • 19 · Conferences, conventions and meetings

    total $1,485 · management and general $1,485

  • 20 · Interest

    total $158,821 · management and general $158,821

  • 22 · Depreciation, depletion and amortization

    total $1,214,514 · management and general $1,214,514

  • 23 · Insurance

    total $174,125 · management and general $174,125

  • 24a · Other expenses: INVESTMENT COUNCIL FEES

    total $338,167 · management and general $338,167

  • 24b · Other expenses: PROFESSIONAL DEVELOPMEN

    total $141,600 · management and general $54,699 · fundraising $86,901

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $777,167 · end of year $658,117

  • 2 · Savings and temporary cash investments

    beginning of year $300,855 · end of year $500,845

  • 3 · Pledges and grants receivable

    beginning of year $8,024,688 · end of year $21,222,588

  • 4 · Accounts receivable

    beginning of year $118,393 · end of year $185,406

  • 9 · Prepaid expenses and deferred charges

    end of year $73,419

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

    $45,338,103

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

    $11,922,388

  • 10c · Land, buildings and equipment, net

    beginning of year $26,224,260 · end of year $33,415,715

  • 11 · Investments: publicly traded securities

    beginning of year $407,321,441 · end of year $425,949,039

  • 12 · Investments: other securities

    beginning of year $401,641,750 · end of year $412,612,781

  • 15 · Other assets

    beginning of year $0 · end of year $1,771,263

  • 17 · Accounts payable and accrued expenses

    beginning of year $3,835,224 · end of year $4,985,132

  • 21 · Escrow or custodial account liability

    beginning of year $293,357,847 · end of year $318,097,374

  • 23 · Secured mortgages and notes payable

    beginning of year $5,196,698 · end of year $4,976,904

  • 25 · Other liabilities

    beginning of year $6,096,742 · end of year $5,092,556

  • 27 · Net assets without donor restrictions

    beginning of year $84,658,656 · end of year $83,053,042

  • 28 · Net assets with donor restrictions

    beginning of year $451,263,387 · end of year $480,184,165

Mission and programs · 2022

Mission

TO RAISE, MANAGE AND INVEST PRIVATE SUPPORT FOR THE BENEFIT OF THE UNIVERSITY OF WYOMING.

Activities or mission (Part I)

TO RAISE, MANAGE AND INVEST PRIVATE SUPORT FOR THE BENEFIT OF THE UNIVERSITY OF WYOMING.

  • FUNDS PROVIDED TO THE UNIVERSITY OF WYOMING IN SUPPORT OF ITS VARIOUS ACADEMIC AND ADMINISTRATIVE DEPARTMENTS FOR RESEARCH, ENVIRONMENTAL AND NATURAL RESOURCES, SYMPOSIA, DISCRETIONARY USE, ETC.

    Expenses $21,474,937 · Grants $21,474,937

  • FUNDS PROVIDED TO THE UNIVERSITY OF WYOMING FOR ITS STUDENT SCHOLARSHIP PROGRAM.

    Expenses $10,539,028 · Grants $10,539,028

  • FUNDS PROVIDED TO THE UNIVERSITY OF WYOMING FOR CONSTRUCTION PROJECTS.

    Expenses $2,746,290 · Grants $2,746,290

  • Expenses $1,019,292 · Grants $1,019,292

As filed on the 2022 return.

Listed in Part VII

  • JOHN STARK

    PRESIDENT/CEO

    Total calculated
    $455,181
    From this org
    $376,511
    From related orgs
    $0
    Other
    $78,670
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $333,472
    Bonus
    $0
    Other
    $43,039
    Deferred
    $48,327
    Nontaxable benefits
    $30,343
    Filer's total
    $455,181

  • MARY SHAFER-MALICK

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    1

  • DOUG STARK

    BOARD VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • LINDSAY HOOPER

    BOARD SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • LEE BETSILL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ROBIN BOLZ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • TOM BOTTS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CHAD DEATON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JOHN DUNN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • PAT HIGGINS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SCOTT D MACDONALD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JIM MARTIN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ANN PICKARD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JOHN PIEPER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • RON SALVAGIO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • PETER SHERMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MARTHA BROWN WYRSCH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • APRIL BRIMMER KUNZ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CLAYTON HARTMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • GREG HILL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • GREG DYEKMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • TROY CASERTA

    TREASURER

    Total calculated
    $229,305
    From this org
    $172,360
    From related orgs
    $0
    Other
    $56,945
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $172,360
    Bonus
    $0
    Other
    $0
    Deferred
    $26,602
    Nontaxable benefits
    $30,343
    Filer's total
    $229,305

  • PHILIP TREICK

    CHIEF INVESTMENT OFFICER

    Total calculated
    $346,590
    From this org
    $303,377
    From related orgs
    $0
    Other
    $43,213
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $303,377
    Bonus
    $0
    Other
    $0
    Deferred
    $43,213
    Nontaxable benefits
    $0
    Filer's total
    $346,590

  • TOBY MARLATT

    VP FOR MARKETING

    Total calculated
    $238,748
    From this org
    $180,960
    From related orgs
    $0
    Other
    $57,788
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $180,960
    Bonus
    $0
    Other
    $0
    Deferred
    $27,445
    Nontaxable benefits
    $30,343
    Filer's total
    $238,748

  • JOHN SMALL

    SR. ASSOC. VP FOR DEVELOPM

    Total calculated
    $211,755
    From this org
    $171,006
    From related orgs
    $0
    Other
    $40,749
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $171,006
    Bonus
    $0
    Other
    $0
    Deferred
    $25,578
    Nontaxable benefits
    $15,171
    Filer's total
    $211,755

  • BRETT BEFUS

    ASSOC VP FOR DEVELOPMENT

    Total calculated
    $194,511
    From this org
    $142,808
    From related orgs
    $0
    Other
    $51,703
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $142,808
    Bonus
    $0
    Other
    $0
    Deferred
    $21,360
    Nontaxable benefits
    $30,343
    Filer's total
    $194,511

  • NANCY BRIZUELA

    DIRECTOR OF INFORMATION SERVICES

    Total calculated
    $127,761
    From this org
    $114,875
    From related orgs
    $0
    Other
    $12,886
    Hours/week
    40

  • CRAIG RUSSOW

    SENIOR DIRECTOR OF DEVELOPMENT

    Total calculated
    $125,649
    From this org
    $110,478
    From related orgs
    $0
    Other
    $15,171
    Hours/week
    40

  • KENDALL GONZALES

    CONTROLLER

    Total calculated
    $139,613
    From this org
    $109,270
    From related orgs
    $0
    Other
    $30,343
    Hours/week
    40

  • KATRINA MCGEE

    SR DR OF FOUNDATION DEVELOPMENT AND RESEARCH COLLA

    Total calculated
    $124,422
    From this org
    $109,251
    From related orgs
    $0
    Other
    $15,171
    Hours/week
    40

  • BEN BLALOCK

    PRESIDENT/CEO - RETIRED

    Total calculated
    $410,779
    From this org
    $410,779
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $410,779
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $410,779

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. 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 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment

Answered no

  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 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 4A
PRESIDENT/CEO BEN BLALOCK RECEIVED SEVERANCE PAYMENTS IN THE AMOUNT OF $410,779.

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

Provenance

Return type
form_990
Tax year
2022
Filed
16 January 2024
IRS schema version
2022v5.0
Source object
202410309349300211

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