Spring 2012 Outside Activities Report

Compensation, Leadership Positions, and Ownership Interests:
What's Reportable in 2012?

Compensation

Net Compensation includes the value of all payments, goods, and services received as compensation for an activity less expenses. Expenses deducted should not exceed those that could ordinarily be claimed from University-administered funds.

Note: Compensation from many ordinary professional activities need NOT be reported. See list below.

Reportable Net Compensation includes the value of all payments, goods, and services received as compensation for an activity less expenses. Expenses deducted should not exceed those that could ordinarily be claimed from University-administered funds.
Some examples of Reportable compensation include, but are not limited to:

  1. Consulting fees
  2. Gifts or other rewards
  3. Gifts-in-kind
  4. Honoraria from businesses, including participation in speakers bureaus and other promotional activities
  5. Salary, unless it falls into one of the categories of non-reportable compensation listed immediately below
  6. Spouse's salary, if your spouse is employed in a field related to your institutional responsibilities other than at the UW-Madison or one of its affiliated entities
  7. Income from such activities sponsored by a foreign institution of higher education or foreign governmental body is reportable compensation.
  8. Income from editorial work (e.g. journal editorships or editing compilations of scholarly papers)
  9. Payments connected to research and NOT governed by a research agreement between the sponsor and the UW-Madison or the UW Foundation
  10. Payments for serving on advisory boards
  11. Project bonus payments for human subjects research
  12. Project milestone payments for human subjects research
  13. Royalty and copyright income not managed by the Wisconsin Alumni Research Foundation (WARF) or Wisconsin Center for Education Policy (WICEP).  (Book royalties do not need to be reported. See c below.)

n.   Travel reimbursements from businesses that exceed your actual travel costs

 

Non-reportable compensation:

  1. Compensation from activities NOT related to your institutional responsibilities at the UW-Madison, including compensation to your spouse, if he or she does NOT work in a field related to your institutional responsibilities
  2. Salary or other compensation from the UW-Madison and affiliated entities (i.e. UW Hospital and Clinics, the VA Hospital, and the UW Medical Foundation)
  3. Book royalties
  4. Royalty income from intellectual property rights arising out of university employment that are assigned to organizations created to manage such rights on behalf of the University of Wisconsin-Madison
  5. Income from seminars, lectures, occasional teaching engagements; from service on advisory committees or grant or project review panels; or study sections sponsored by a federal, state, or local government agency, an institution of higher education (as defined in 20 U.S.C. 1001(a), an academic teaching hospital, a medical center, or a research institute that is affiliated with an institution of higher education. (The exception described here applies only to U.S.-based institutions and agencies.)
  6. Payments under grant or gift agreements between the sponsor and the UW-Madison or the UW Foundation

 

Leadership

 

 Reportable leadership positions include, for example:

  1. Offices, such as president, treasurer, etc.
  2. Trusteeships
  3. Service on boards of directors
  4. Executive positions, such as president, CEO, CIO, etc.
  5. Professional societies
  6. Trusts

 

Non-reportable. Leadership positions in the following kinds of organizations are non-reportable:

 

  1. Religious organizations  
  2. Political organizations

 

Ownership

 

Reportable ownership interests include, for example:

  1. Stock
  2. Stock options
  3. Sole proprietorships
  4. Partnerships
  5. Limited liability corporations

Non-reportable ownership interests:

  1. Income from investment vehicles such as mutual funds and retirement funds is not reportable as long as the individual disclosing this information does not directly control the investment decisions made in these vehicles.
  2. Interests in businesses or organizations unrelated to your institutional responsibilities at the UW-Madison

 

Travel (PHS funded investigators only)

 

Reportable travel events include, for example:

  1. Corporate-sponsored travel
  2. Compensated vacation travel
  3. Participation in a conference for a professional society
  4. Travel sponsored by foreign institutes of higher education or foreign governmental agencies

 

Non-reportable travel events:                                                                                      

  1. Self-funded travel
  2. Travel covered through University of Wisconsin-Madison e-Reimbursement system
  3. Travel funded by the University of Wisconsin-Madison
  1. Travel reimbursed or sponsored by a federal, state, or local government agency, an institution of higher education (defined at 20 USC 1001(a), http://tinyurl.com/9fnyj77), an academic teaching hospital, a medical center, or a research institute that is affiliated with an institution of higher education. (The exception described here applies only to U.S.-based institutions and agencies.)

 

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