Uw-Platteville Foundation Inc
- Assets
- $43.7m
- Revenue
- $6.2m
- Investments
- $0.0
- Employees
- 0
- Location
- Platteville, WI
- Founding
- 11/1951
- Data as of
- 06/2021
- EIN
- 39-6051705
Organization Overview
Uw-Platteville Foundation Inc is located in Platteville, WI. The organization was established in 1951. According to its NTEE Classification (B11) the organization is classified as: Single Organization Support, under the broad grouping of Education and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Uw-Platteville Foundation Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2021, Uw-Platteville Foundation Inc generated $6.2m in total revenue. This represents relatively stable growth, over the past 6 years the organization has increased revenue by an average of 6.8% each year. All expenses for the organization totaled $3.0m during the year ending 06/2021. While expenses have increased by 5.9% per year over the past 6 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
THE UW - PLATTEVILLE FOUNDATION, INC. EXISTS EXCLUSIVELY FOR THE BENEFIT OF THE UNIVERSITY OF WISCONSIN - PLATTEVILLE. ITS SPECIFIC ROLE IS TO PROVIDE SUPPLEMENTAL FUNDS TO AID UW-PLATTEVILLE IN FULFILLING ITS MISSION SUCCESSFULLY. THE FOUNDATION IS INVOLVED IN FUND RAISING, FUND MANAGEMENT, AND FUND DISBURSEMENT.
Describe the Organization's Program Activity:
Part 3 - Line 4a
ENDOWMENT FUND - GRANT SCHOLARSHIPS AND PROVIDE OTHER SERVICES TO THE UNIVERSITY OF WISCONSIN - PLATTEVILLE
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Joshua Boots Executive Director | Officer | 20 | $128,274 |
Michelle Patzner Financial Operations Director | Officer | 20 | $73,608 |
Scott Baumgartner Chair | OfficerTrustee | 2 | $0 |
Jeff Matthias Vice-Chair | OfficerTrustee | 2 | $0 |
David Broihahn Treasurer | OfficerTrustee | 2 | $0 |
Ellen Ullsvik Secretary | OfficerTrustee | 2 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $7,542 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $5,155,760 |
| Noncash contributions included in lines 1a–1f | $253,700 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $5,163,302 |
| Total Program Service Revenue | $0 |
| Investment income | $856,407 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $9,214 |
| Net Income from Gaming Activities | -$1,415 |
| Net Income from Sales of Inventory | $3,323 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $6,162,647 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $1,401,469 |
| Grants and other assistance to domestic individuals. | $992,175 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $69,252 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $2,487 |
| Payroll taxes | $0 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $35,286 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $82,452 |
| Fees for services: Other | $55,050 |
| Advertising and promotion | $2,732 |
| Office expenses | $105,362 |
| Information technology | $161,658 |
| Royalties | $0 |
| Occupancy | $8,358 |
| Travel | $8,332 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $2,649 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $3,051 |
| All other expenses | $0 |
| Total functional expenses | $3,031,753 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $278,256 |
| Savings and temporary cash investments | $169,664 |
| Pledges and grants receivable | $256,855 |
| Accounts receivable, net | $45,610 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $109,462 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $40,102,391 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $2,711,834 |
| Total assets | $43,674,072 |
| Accounts payable and accrued expenses | $251,666 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $251,666 |
| Net assets without donor restrictions | -$491,970 |
| Net assets with donor restrictions | $43,914,376 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $43,674,072 |
Grants Awarded
Over the last fiscal year, Uw-Platteville Foundation Inc has awarded $24,414 in support to 2 organizations.
| Grant Recipient | Amount |
|---|---|
UW-PLATTEVILLE PURPOSE: UNIVERSITY PROGRAMS | $23,314 |
UW-PLATTEVILLE PURPOSE: FINE ARTS GRANT | $1,100 |
Grants Recieved
Over the last fiscal year, we have identified 19 grants that Uw-Platteville Foundation Inc has recieved totaling $546,257.
| Awarding Organization | Amount |
|---|---|
The Robert D And Patricia E Kern Family Foundation Inc Waukesha, WI PURPOSE: KEEN IMPLEMENTATION; ENTREPRENEURIAL MINDED FACULTY DEVELOPMENT TRAINING | $190,000 |
The Robert D And Patricia E Kern Family Foundation Inc Waukesha, WI PURPOSE: KEEN IMPLEMENTATION; ENTREPRENEURIAL MINDED FACULTY DEVELOPMENT TRAINING | $130,000 |
Huff Family Foundation Upland, CA PURPOSE: TO BENEFIT THE ENGINEERING COMMUNITY BY PROVIDING THE HIGHEST QUALITY PROGRAMS FOR QUALIFIED STUDENTS AT MULTIPLE UNIVERSITIES. | $74,856 |
William And Virginia E Oosterhuis Charitable Trust Milwaukee, WI PURPOSE: GENERAL OPERATING | $41,295 |
Schwab Charitable Fund San Francisco, CA PURPOSE: EDUCATION | $31,100 |
Sentry Insurance Foundation Inc Stevens Point, WI PURPOSE: EDUCATION - SCHOLARSHIPS | $20,000 |
Endowment Analysis
| Beg. Balance | $26,546,768 |
| Earnings | $8,039,574 |
| Net Contributions | $2,643,415 |
| Other Expense | $579,790 |
| Ending Balance | $36,649,967 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Michigan State University Foundation East Lansing, MI | $535,425,307 | $55,850,938 |
University Of Northern Iowa Foundation Cedar Falls, IA | $173,378,893 | $31,725,389 |
Illinois State University Foundation Normal, IL | $269,993,016 | $34,747,700 |
National Assistance Foundation Des Moines, IA | $16,519,301 | $16,875,706 |
Southern Illinois University Foundation Carbondale, IL | $260,208,288 | $31,565,742 |
University Research Park Inc Madison, WI | $162,117,796 | $19,527,506 |
Eastern Michigan University Foundation Ypsilanti, MI | $82,145,619 | $14,420,618 |
Michigan Tech Fund Houghton, MI | $217,061,508 | $42,674,434 |
Northern Illinois University Foundation Dekalb, IL | $169,106,712 | $31,131,654 |
Grand Rapids Community College Foundation Grand Rapids, MI | $37,079,013 | $9,829,978 |
Christian Schools International Insurance Plan And Trust Fund Grandville, MI | $5,188,497 | $9,699,281 |
Saginaw Valley State University Foundation University Center, MI | $94,804,323 | $8,609,845 |