THE UW-PLATTEVILLE FOUNDATION AND ALUMNI ASSOCIATION INC Charity Report

Public IRS 990 nonprofit record

THE UW-PLATTEVILLE FOUNDATION AND ALUMNI ASSOCIATION INC

EIN 39-6051705 · Education (B110)

What they do

CONTINUED IN SCHEDULE O

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $85.50 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 explanation is very short. Ask what work they really do.

They name their leaders32 people are listed in the latest report.

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

Money made simple

66.34%of revenue went to mission work85.5% of expenses · Program services

6.02%of revenue went to fundraising7.8% of expenses

$77.62spent for every $100 of revenueRevenue covered expenses this year.

5.26%of revenue went to management and office costs6.8% of expenses

$10.34in assets for every $1 spent this yearSome assets cannot be spent right away.

78.6%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 $157,245 for STACIA STEPHENSON (EXECUTIVE DIRECTOR). 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$8,783,365

Mission workProgram services$5,827,03866.34% of revenue85.5% of expenses

ManagementOffice and general costs$461,7165.26% of revenue6.8% of expenses

FundraisingAsking for donations$528,7196.02% of revenue7.8% of expenses

Revenue left after expensesReported annual surplus$1,965,89222.38% of revenueShown in gray on the chart

Total expenses$6,817,47377.62% 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: 85.5% mission · 6.8% management · 7.8% fundraisingTotal expenses: 77.62% of revenue

2023Expense mix: 86.3% mission · 6.7% management · 7.0% fundraisingTotal expenses: 65.76% of revenue

2022Expense mix: 83.0% mission · 9.0% management · 8.0% fundraisingTotal expenses: 57.90% of revenue

2021Expense mix: 79.5% mission · 7.2% management · 13.3% fundraisingTotal expenses: 25.32% of revenue

2020Expense mix: 79.1% mission · 10.8% management · 10.1% fundraisingTotal expenses: 49.20% of revenue

2019Expense mix: 87.9% mission · 7.6% management · 4.5% fundraisingTotal expenses: 52.35% of revenue

2017Expense mix: 81.8% mission · 4.7% management · 13.4% fundraisingTotal expenses: 31.22% of revenue

2016Expense mix: 84.2% mission · 4.9% management · 11.0% fundraisingTotal expenses: 63.95% of revenue

Money in and money out

Revenue$8,783,365

Expenses$6,817,473

Annual surplus $1,965,892 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)$5,827,038 · 85.5% of expenses

Management and office costs$461,716 · 6.8% of expenses

Fundraising$528,719 · 7.8% of expenses

See all reported dollar amounts

Revenue$8,783,365

Expenses$6,817,473

Assets$70,467,135

Income$16,385,163

Contributions$6,900,678

Mission work (program services)$5,827,038

Fundraising$528,719

Grants given$14,759,546

Average grant$2,459,924

Management and general$461,716

Stocks and bonds$66,000,799

Accounting fees$50,485

Investing fees$211,771

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

STACIA STEPHENSONEXECUTIVE DIRECTOR · 40 hrs/week $157,245Base $119,998 · Other $37,247

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 (32)

STACIA STEPHENSONEXECUTIVE DIRECTOR

JIM RYANDIRECTOR

WALTER KNOXDIRECTOR

TERRY STRITTMATERDIRECTOR

RONALD MEISSENCHAIR

RICHARD BURGERMEISTERDIRECTOR

MITTIE DEN HERDERDIRECTOR

MIKE FIEDLERDIRECTOR

MATTHEW RICHARDSDIRECTOR

MARGARET KEEHNTREASURER/FINANCE & INVEST. COMMITTEE CHAIR

LANA WIESEDIRECTOR

KRISTY QUARBERGDIRECTOR

KRISTEN CADMANDIRECTOR

KATHY BUHRDIRECTOR

JOHN JONESDIRECTOR

JOANNE UTHE-GIBSONDIRECTOR

AARON ATHASALUMNI ENGAGEMENT COMMITTEE CHAIR

JERRY KOBISKEDIRECTOR

JEFF INGEBRITSENDIRECTOR

GREG LOEKAUDIT & COMPLIANCE COMMITTEE CHAIR

GARRISON LEDBURYDIRECTOR

EVERETT WERTHDIRECTOR

ELLEN ULLSVIKVICE CHAIR

DOUGLAS BUHLERDEVELOPMENT COMMITTEE CHAIR

DION SHAWDIRECTOR

DARIN PAULSSTRATEGIC PLANNING & REVIEW COMMITTEE CHAIR

DAN SMITHSUBSIDIARY OVERSIGHT COMMITTEE CHAIR

DAN DOMBROWSKIDIRECTOR

CHUCK BROKOPPDIRECTOR

CAROL WEBERMEMBERSHIP & ORIENTATION COMMITTEE CHAIR

BEN BRANCELDIRECTOR

ANN MOYERSECRETARY

About this charity

Recognized since: January 1951
Location: ULLSVIK HALL 1 UNIVERSITY PLAZA, PLATTEVILLE, WI 53818-0000
County: Grant
In care of: % KIM GOVIER
Primary officer: JAMES COLLINS, INTERIM EXECUTIVE DIRECTOR

How to reach them

WebsiteVisit the charity’s website Emailfoundation@uwplatt.edu Phone(608) 342-1242

Filing and classification

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