UNIVERSITY OF WISCONSIN FOUNDATION Charity Report

Public IRS 990 nonprofit record

UNIVERSITY OF WISCONSIN FOUNDATION

EIN 39-0743975 · Education (B110)

What they do

to PROMOTE THE WELFARE of and ADVANCE THE OBJECTIVES of THE UNIVERSITY of WISCONSIN-MADISON BY ENCOURAGING THE INTEREST, ENGAGEMENT, and FINANCIAL SUPPORT of ALUMNI, DONORS, and FRIENDS IN THE LIFE of THE UNIVERSITY and WITH EACH OTHER.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $88.80 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders56 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

85.87%of revenue went to mission work88.8% of expenses · Program services

6.35%of revenue went to fundraising6.6% of expenses

$96.70spent for every $100 of revenueRevenue covered expenses this year.

4.48%of revenue went to management and office costs4.6% of expenses

$9.60in assets for every $1 spent this yearSome assets cannot be spent right away.

51.0%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $1,998,774 for MICHAEL L STOHLER (CIO). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$680,868,045

Mission workProgram services$584,658,40985.87% of revenue88.8% of expenses

ManagementOffice and general costs$30,503,7354.48% of revenue4.6% of expenses

FundraisingAsking for donations$43,262,2086.35% of revenue6.6% of expenses

Revenue left after expensesReported annual surplus$22,443,6933.30% of revenueShown in gray on the chart

Total expenses$658,424,35296.70% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 88.8% mission · 4.6% management · 6.6% fundraisingTotal expenses: 96.70% of revenue

2023Expense mix: 87.8% mission · 5.0% management · 7.2% fundraisingTotal expenses: 72.61% of revenue

2022Expense mix: 87.1% mission · 4.4% management · 8.4% fundraisingTotal expenses: 88.81% of revenue

2021Expense mix: 84.2% mission · 7.2% management · 8.6% fundraisingTotal expenses: 29.07% of revenue

2020Expense mix: 85.5% mission · 7.4% management · 7.1% fundraisingTotal expenses: 53.00% of revenue

2019Expense mix: 84.7% mission · 4.5% management · 10.8% fundraisingTotal expenses: 59.39% of revenue

2018Expense mix: 87.0% mission · 4.9% management · 8.1% fundraisingTotal expenses: 60.21% of revenue

2017Expense mix: 81.4% mission · 11.1% management · 7.5% fundraisingTotal expenses: 71.92% of revenue

Money in and money out

Revenue$680,868,045

Expenses$658,424,352

Annual surplus $22,443,693 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$584,658,409 · 88.8% of expenses

Management and office costs$30,503,735 · 4.6% of expenses

Fundraising$43,262,208 · 6.6% of expenses

See all reported dollar amounts

Revenue$680,868,045

Expenses$658,424,352

Assets$6,317,679,254

Income$5,244,300,792

Contributions$347,553,672

Mission work (program services)$584,658,409

Fundraising$43,262,208

Grants given$2,441,122,504

Average grant$69,746,357

Management and general$30,503,735

Stocks and bonds$3,933,329,976

Accounting fees$610,863

Investing fees$35,906,630

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

MICHAEL L STOHLERCIO · 55 hrs/week $1,998,774Base $1,943,576 · Other $55,198

CHRISTOPHER A MOOREDEPUTY CHIEF INVESTMENT OFFICER · 50 hrs/week $1,049,757Base $994,559 · Other $55,198

RICHARD J SHEPLEYSR. MANAGING DIRECTOR OF INVESTMENTS · 50 hrs/week $1,001,863Base $946,665 · Other $55,198

MICHAEL M KNETTERCEO (UNTIL 12/31/24) · 60 hrs/week $955,787Base $820,496 · Other $135,291

KATHERINE L WYBLEMANAGING DIRECTOR OF INVESTMENTS · 50 hrs/week $798,208Base $762,210 · Other $35,998

ALISA A ROBERTSONPRESIDENT/CEO (AS OF 1/1/25) · 55 hrs/week $598,520Base $537,702 · Other $60,818

SEAN ARPCHIEF OPERATING OFF OF INVESTMENTS · 50 hrs/week $569,414Base $514,216 · Other $55,198

JAMES G ELKINSDIRECTOR OF INVESTMENTS · 50 hrs/week $433,393Base $407,968 · Other $25,425

CARL J LAURINOCFO · 50 hrs/week $423,696Base $371,138 · Other $52,558

JOHN C NORTONFORMER ASSISTANT TREASURER $248,363Base $218,712 · Other $29,651

BRENDA J PHEBUSCHIEF HUMAN RESOURCES OFFICER · 55 hrs/week $243,770Base $202,026 · Other $41,744

ABIGAIL A CAHAKCHIEF LEGAL OFFICER · 50 hrs/week $241,943Base $212,733 · Other $29,210

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (56)

MICHAEL L STOHLERCIO

CHRISTOPHER A MOOREDEPUTY CHIEF INVESTMENT OFFICER

RICHARD J SHEPLEYSR. MANAGING DIRECTOR OF INVESTMENTS

MICHAEL M KNETTERCEO (UNTIL 12/31/24)

KATHERINE L WYBLEMANAGING DIRECTOR OF INVESTMENTS

ALISA A ROBERTSONPRESIDENT/CEO (AS OF 1/1/25)

SEAN ARPCHIEF OPERATING OFF OF INVESTMENTS

JAMES G ELKINSDIRECTOR OF INVESTMENTS

CARL J LAURINOCFO

JOHN C NORTONFORMER ASSISTANT TREASURER

BRENDA J PHEBUSCHIEF HUMAN RESOURCES OFFICER

ABIGAIL A CAHAKCHIEF LEGAL OFFICER

NICOLE R MCDONALDCONTROLLER/TREASURER

SCOTT T MCKINNEYFORMER CHIEF LEGAL OFFICER

SARAH L SCHUTTFORMER CHIEF ALUMNI OFFICER & EXEC.

MARIANNE SIESSCHIEF INFORMATION OFFICER

FALICIA N HINESSECRETARY

SUSAN J CELLMERDIRECTOR

PETER S KIESDIRECTOR

RAJIV BATRADIRECTOR

CYNTHIA A IHLENFELDDIRECTOR

ROGER M MANSUKHANIDIRECTOR

SANDRA G SPONEMDIRECTOR

COLLEEN A GOGGINSDIRECTOR

CHRISTINE A ROTSCHDIRECTOR

ALICE D MORTENSONDIRECTOR

SONNET C EDMONDSDIRECTOR

STEPHEN R PETERSENDIRECTOR

PAUL J COLLINSEX OFFICIO - TERM IS CONTINUOUS

SUSAN S ENGELEITERDIRECTOR

SUSAN S PATTERSONDIRECTOR

SUZANNE N DEWOLFDIRECTOR

TED D KELLNEREX OFFICIO - TERM IS CONTINUOUS

THOMAS D STEVENSDIRECTOR

TODD C PULVINODIRECTOR

VALARIE KING-BAILEYDIRECTOR

WILLIAM P HSUDIRECTOR

LOUIS A HOLLANDVICE CHAIR

JEFFREY D WIESNERDIRECTOR (UNTIL 6/30/25)

JEFFREY J DIERMEIERDIRECTOR

JERE D FLUNOEX OFFICIO - TERM IS CONTINUOUS

FRANCES S TAYLOREX OFFICIO - TERM IS CONTINUOUS

JOHN J OROSEX OFFICIO - TERM IS CONTINUOUS

JUN W LEEDIRECTOR

LAUREEN E SEEGERDIRECTOR (UNTIL 5/28/25)

LINDA L AHLERSDIRECTOR

LORNA E NAGLERDIRECTOR

PAUL S SHAINCHAIR

MICHAEL B FERDMANDIRECTOR

ELZIE L HIGGINBOTTOMDIRECTOR

ELIZABETH M QUADRACCI HARNEDDIRECTOR

MICHAEL S SHANNONDIRECTOR

MICHELLE A BEHNKEDIRECTOR (UNTIL 6/30/25)

DAVID O NICHOLASDIRECTOR

PATRICK A THIELEDIRECTOR

JAMES T THOMPSONDIRECTOR

About this charity

Recognized since: January 1943
Location: 1848 UNIVERSITY AVE, MADISON, WI 53726-4090
County: Dane
In care of: % CASEY ZWETTLER
Primary officer: CARL J LAURINO, CFO

How to reach them

WebsiteVisit the charity’s website Emailuwf@supportuw.org Phone(608) 263-4545

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
Tax preparer: RSM US LLP
NTEE classification: Education (B110)
Grant-giving organization: Yes