University of Wisconsin Foundation
Donations deductibleUniversity of Wisconsin Foundation's network
40 people6 organisationsi40 people and 6 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (40). Violet dotted lines (7) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
43 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Tenure and departures are observed across annual filings. Observed tenure is a lower bound - a member may have joined before the first year on record. The organisation reported 43 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Michael S Shannon Chair | Chair - Term Exp 6/2023 | 2018 | 8 yrs |
| Alice D Mortenson (also filed as Alice Mortenson) | Director - Term Exp 6/2023 | 2018 | 8 yrs |
| Colleen A Goggins | Director - Term Exp 6/2023 | 2018 | 8 yrs |
| Curtis J Fuszard | Director - Term Exp 6/2023 | 2018 | 8 yrs |
| Cynthia A Ihlenfeld | Director - Term Exp 6/2023 | 2021 | 5 yrs |
| Dr Frederick A Robertson (also filed as Dr Frederick A Robertson) | Director - Term Exp 6/2023 | 2018 | 8 yrs |
| Elizabeth M Quadracci Harned | Director - Term Exp 6/2023 | 2019 | 7 yrs |
| Elzie L Higginbottom | Director - Term Exp 6/2023 | 2018 | 8 yrs |
| Frances S Taylor | Ex Officio - Term Is Continuous | 2018 | 8 yrs |
| James T Thompson | Director - Term Exp 6/2023 | 2021 | 5 yrs |
| Jane R Mandula | Director - Term Exp 6/2023 | 2018 | 8 yrs |
| Jeffrey D Wiesner | Director - Term Exp 6/2023 | 2018 | 8 yrs |
| Jeffrey J Diermeier | Director - Term Exp 6/2023 | 2018 | 8 yrs |
| Jere D Fluno | Ex Officio - Term Is Continuous | 2018 | 8 yrs |
| John J Oros | Ex Officio - Term Is Continuous | 2018 | 8 yrs |
| John P Holton | Director - Term Exp 6/2023 | 2018 | 8 yrs |
| John S Nelson | Director - Term Exp 6/2023 | 2018 | 8 yrs |
| Jon D Hammes (also filed as Jon D Hammes) | Director - Term Exp 6/2023 | 2018 | 8 yrs |
| Karen A Monfre | Director - Term Exp 6/2023 | 2018 | 8 yrs |
| Laureen E Seeger | Director - Term Exp 6/2023 | 2018 | 8 yrs |
| Linda L Ahlers | Director - Term Exp 6/2023 | 2018 | 8 yrs |
| Linda L Procci | Director - Term Exp 6/2023 | 2018 | 8 yrs |
| Lorna E Nagler | Director - Term Exp 6/2023 | 2021 | 5 yrs |
| Louis A Holland | Director - Term Exp 6/2023 | 2018 | 8 yrs |
| Michael M Knetter | Chief Executive Officer/Ex Officio | 2018 | 8 yrs |
| Michelle A Behnke | Director - Term Exp 6/2023 | 2021 | 5 yrs |
| Patrick A Thiele | Director - Term Exp 6/2023 | 2018 | 8 yrs |
| Paul J Collins | Ex Officio - Term Is Continuous | 2018 | 8 yrs |
| Paul S Shain | Vice Chair - Term Exp 6/2023 | 2018 | 8 yrs |
| Peter A Leidel | Director - Term Exp 6/2023 | 2018 | 8 yrs |
| Peter S Kies | Director - Term Exp 6/2023 | 2018 | 8 yrs |
| Rajiv Batra | Director - Term Exp 6/2023 | 2018 | 8 yrs |
| Sonnet C Edmonds | Director - Term Exp 6/2023 | 2021 | 5 yrs |
| Stephen R Petersen | Director - Term Exp 6/2023 | 2018 | 8 yrs |
| Susan J Cellmer | Director - Term Exp 6/2023 | 2018 | 8 yrs |
| Susan S Engeleiter | Director - Term Exp 6/2023 | 2018 | 8 yrs |
| Susan S Patterson | Director - Term Exp 6/2023 | 2018 | 8 yrs |
| Suzanne N Dewolf | Director - Term Exp 6/2023 | 2021 | 5 yrs |
| Ted D Kellner (also filed as Ted D Kellner) | Ex Officio - Term Is Continuous | 2018 | 8 yrs |
| Thomas D Stevens | Director - Term Exp 6/2023 | 2021 | 5 yrs |
| Thomas P Madsen | Director - Term Exp 6/2023 | 2018 | 8 yrs |
| Todd C Pulvino | Director - Term Exp 6/2023 | 2021 | 5 yrs |
| William P HSU (also filed as William P Hsu) | Director - Term Exp 6/2023 | 2018 | 8 yrs |
Officers and senior leadership
33 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| ABI Cahak | Assist. Secretary - As of 2/26/2019 | 2019 |
| Abigail A Cahak | Chief Legal Officer | since 2020 |
| Alisa A Robertson | President/Chief Advancement Officer | since 2018 |
| Amber Hodgson | Assistant Secretary | since 2018 |
| Anne M Lucke | VP & Managing Group Leader | since 2018 |
| Brad W Jolin | VP & Managing Group Leader | since 2018 |
| Brenda J Phebus | Chief Human Resources Officer | since 2019 |
| Bridget A Bush | Treasurer - thru 3/2018 | 2018 |
| Carl J Laurino | Interim Cfoo | since 2022 |
| Carrie B Park | Controller (Until 2/21/22) | since 2021 |
| Catherine M Ahrens | Company secretary | since 2018 |
| Christopher A Moore | SNR Managing Dir of Invst | since 2022 |
| Collette M Clemens | Chief HR Off. - 2/18 thru 8/18 | since 2018 |
| Falicia N Hines | Secretary As of 3/6/20 | since 2020 |
| Geoffrey M McCloskey | Chief Financial Officer | since 2018 |
| James G Elkins | Director of Investments | since 2021 |
| James P Kennedy | Chief Marketing & Comm Officer | since 2018 |
| Jodi Kristine Patek | Vice President of Stewardship | since 2018 |
| John C Norton | Assistant Treasurer | since 2018 |
| Joshua M Ross | Director of Invt - Private Market | since 2020 |
| Julie M Van Cleave | Chief Investment Officer - Until 10/9/2020 | since 2019 |
| Julie Van Cleave | Chief Investment Officer | 2018 |
| Kari P Myrland | Chief Information Officer | since 2018 |
| Katherine L Wyble | Managing Director of Investments | 2023 |
| Michael L Stohler | CIO (As of 8/9/21) | since 2022 |
| Nancy Francisco-Welke | Vice President & Managing Group Leader | since 2019 |
| Nicole R McDonald | Controller/Treasurer | since 2022 |
| Paula E Bonner | Alumni Park | 2018 |
| Richard James Shepley | Senior Dir. of Investments | since 2018 |
| Sally J Erdmann | Treasurer - as of 3/2018 | since 2018 |
| Sarah L Schutt | Chief Alumni off & exe dir waa | since 2018 |
| Scott T McKinney | Vice President of Development | since 2018 |
| Thomas P Olson | CIO - Private Markets | since 2018 |
Pay and hours
year to 30 June 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Michael L Stohler | CIO | 55 | $1.9m | $55k | |
| Christopher A Moore | Deputy Chief Investment Officer | 50 | $995k | $55k | |
| Richard J Shepley | Sr. Managing Director of Investments | 50 | $947k | $55k | |
| Michael M Knetter | CEO (Until 12/31/24) | 60 | $820k | $135k | |
| Katherine L Wyble | Managing Director of Investments | 50 | $762k | $36k | |
| Alisa A Robertson | President/CEO (As of 1/1/25) | 55 | $538k | $61k | |
| Sean Arp | Chief Operating Off of Investments | 50 | $514k | $55k | |
| James G Elkins | Director of Investments | 50 | $408k | $25k | |
| Carl J Laurino | CFO | 50 | $371k | $53k | |
| John C Norton | Former Assistant Treasurer | 0 | $219k | $30k | |
| Nicole R McDonald | Controller/Treasurer | 50 | $216k | $23k | |
| Abigail A Cahak | Chief Legal Officer | 50 | $213k | $29k | |
| Brenda J Phebus | Chief Human Resources Officer | 55 | $202k | $42k | |
| Scott T McKinney | Former Chief Legal Officer | 0 | $199k | $39k | |
| Marianne Siess | Chief Information Officer | 50 | $193k | $34k | |
| Sarah L Schutt | Former Chief Alumni Officer & Exec. | 0 | $189k | $40k | |
| Falicia N Hines | Secretary | 50 | $166k | $20k | |
| Paul S Shain | Chair | 2 | $0 | ||
| Louis A Holland | Vice Chair | 2 | $0 | ||
| Linda L Ahlers | Director | 2 | $0 | ||
| Rajiv Batra | Director | 2 | $0 | ||
| Michelle A Behnke | Director (Until 6/30/25) | 2 | $0 | ||
| Susan J Cellmer | Director | 2 | $0 | ||
| Suzanne N Dewolf | Director | 2 | $0 | ||
| Jeffrey J Diermeier | Director | 2 | $0 | ||
| Sonnet C Edmonds | Director | 2 | $0 | ||
| Susan S Engeleiter | Director | 2 | $0 | ||
| Michael B Ferdman | Director | 2 | $0 | ||
| Colleen A Goggins | Director | 2 | $0 | ||
| Elizabeth M Quadracci Harned | Director | 2 | $0 | ||
| Elzie L Higginbottom | Director | 2 | $0 | ||
| William P Hsu | Director | 2 | $0 | ||
| Cynthia A Ihlenfeld | Director | 2 | $0 | ||
| Peter S Kies | Director | 2 | $0 | ||
| Valarie King-Bailey | Director | 2 | $0 | ||
| Jun W Lee | Director | 2 | $0 | ||
| Roger M Mansukhani | Director | 2 | $0 | ||
| Alice D Mortenson | Director | 2 | $0 | ||
| Lorna E Nagler | Director | 2 | $0 | ||
| David O Nicholas | Director | 2 | $0 |
Colorado roster
48 listediOfficers, directors and trustees from the latest filing with the Colorado Secretary of State (document 20263015890). Titles are as filed; some entries are registered agents or custodians of records rather than board members. Source: data.colorado.gov, public domain.| Name | Title as filed |
|---|---|
| Jun Lee | Director |
| Sonnet Edmonds | Director |
| Cynthia Ihlenfeld | Director |
| Jeffrey Diermeier | Director |
| Nicole McDonald | Treasurer |
| Susan Cellmer | Director |
| Abigail Cahak | Chief Legal Officer |
| Michael Ferdman | Director |
| Roger Mansukhani | Director |
| Valarie King-Bailey | Director |
| Linda Ahlers | Director |
| Jere Fluno | Ex Officio |
| Brenda Phebus | Chief Human Resources Officer |
| Jeffrey Wiesner | Ex-Officio |
| David Nicholas | Director |
| Alisa Robertson | President & Chief Executive Officer |
| Patrick Thiele | Director |
| Carl Laurino | Chief Financial Officer |
| Elzie Higginbottom | Director |
| Louis Holland | Vice Chair |
| Falicia Hines | Secretary |
| Laureen Seeger | Director |
| Suzanne Dewolf | Director |
| Paul Shain | Chair |
| Elizabeth Quadracci Harned | Director |
| Michelle Behnke | Director |
| Thomas Stevens | Director |
| Todd Pulvino | Director |
| William Hsu | Director |
| John Oros | Ex Officio |
| Michael Stohler | Chief Investment Officer |
| Alice Mortenson | Director |
| Lorna Nagler | Director |
| Susan Patterson | Director |
| Ted Kellner | Ex Officio |
| Peter Kies | Director |
| Marianne Siess | Chief Information Officer |
| Sandra Sponem | Director |
| Jeffrey Thompson | Director |
| Colleen Goggins | Director |
| Susan Engeleiter | Director |
| Carl Laurino | |
| Paul Collins | Ex Officio |
| Rajiv Batra | Director |
| Michael Shannon | Director |
| Frances Taylor | Ex Officio |
| Stephen Petersen | Director |
| Christine Rotsch | Director |
About
- Legal name
- University of Wisconsin Foundation
- EIN
- 390743975
- Address
- 1848 University Ave, Madison, WI, 53726-4090
- State
- Wisconsin
- Mission
- 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. (as filed on the Form 990)
- Activity (NTEE)
- B110 Education
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Education
- Size band
- 9 (IRS master file code)
- Formed
- 1945
- Principal officer
- Alisa A Robertson (as named on the Form 990)
- IRS ruling date
- 1 October 1943
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 6, latest 2023
- IRS Publication 78
- PC (contributions deductible)
Most connected
Related organisations (Schedule R)
Longest observed on the filings
≥8years on the filingsMichael S Shannon
≥8years on the filingsAlice D Mortenson
≥8years on the filingsColleen A Goggins
≥8years on the filingsCurtis J Fuszard
Latest return
year to 30 June 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 30 June 2025. US dollars, as filed.- Total assets
- $6.32bn
- Total liabilities
- $430.1m
- Net assets or fund balances
- $5.89bn
- Contributions and grants received
- $347.6m
- Program service revenue
- $1.1m
- Grants and similar paid out
- $548.8m
- Employees
- 458
- Volunteers
- 1,500
Grants paid
5 listediFrom Schedule I of the Form 990: grants and assistance to organisations in the United States, largest first (up to 25). Schedule I is filed only by organisations that gave more than $5,000 to any one recipient.| Recipient | Purpose | Amount |
|---|---|---|
| University of Wisconsin Madison | See sch i, part iv | $196.9m |
| University of Wisconsin Madison | See sch i, part iv | $125m |
| University of Wisconsin Madison | See sch i, part iv | $94.9m |
| University of Wisconsin Madison | See sch i, part iv | $73.1m |
| University of Wisconsin Madison | See sch i, part iv | $58.9m |