MILWAUKEE SCHOOL OF ENGINEERING: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- MILWAUKEE SCHOOL OF ENGINEERING (EIN 39-0477970)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-03-22
- IRS object ID
- 202420829349300857
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-03-22T14:06:31-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 790 N WATER ST SUITE 2000 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390477970 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILWAUKEE SCHOOL OF ENGINEERING | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MILW | BusinessNameControlTxt |
| Phone | 4142777300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1025 NORTH BROADWAY STREET | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL MATSON | PersonNm |
| Person Title | VP OF FINANCE & CFO | PersonTitleTxt |
| Phone | 4142777300 | PhoneNum |
| Signature | 2024-03-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PAUL | PersonFirstNm |
| Person Last | MATSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TROY MARINE CPA | PreparerPersonNm |
| PTIN | P00187863 | PTIN |
| Phone | 4147775500 | PhoneNum |
| Preparation | 2024-03-19 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JOHN Y WALZ PH D | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1025 NORTH BROADWAY STREET | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $232,624,618 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MSOE.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1903 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | MILWAUKEE SCHOOL OF ENGINEERING (THE "UNIVERSITY") IS A NONPROFIT, NONSECTARIAN UNIVERSITY PROVIDING A BALANCED EDUCATION AT THE UNDERGRADUATE AND GRADUATE LEVEL FOR MEN AND WOMEN IN THE DISCIPLINES OF ENGINEERING, BUSINESS, MATHEMATICS, AND NURSING. MILWAUKEE SCHOOL OF ENGINEERING IS THE UNIVERSITY OF CHOICE FOR THOSE SEEKING AN INCLUSIVE COMMUNITY OF EXPERIENTIAL LEARNERS DRIVEN TO SOLVE THE COMPLEX CHALLENGES OF TODAY AND TOMORROW. | ActivityOrMissionDesc |
| Voting Members Governing Body | 51 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 50 | VotingMembersIndependentCnt |
| Total Employee | 1616 | TotalEmployeeCnt |
| Total Volunteers | 443 | TotalVolunteersCnt |
| Total Gross UBI | $1,246,404 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $467,823 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $25,179,945 | PYContributionsGrantsAmt |
| CY Contributions Grants | $27,587,679 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $130,511,222 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $136,616,373 | CYProgramServiceRevenueAmt |
| PY Investment Income | $12,676,392 | PYInvestmentIncomeAmt |
| CY Investment Income | $5,386,321 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,629,115 | PYOtherRevenueAmt |
| CY Other Revenue | $1,517,198 | CYOtherRevenueAmt |
| PY Total Revenue | $169,996,674 | PYTotalRevenueAmt |
| CY Total Revenue | $171,107,571 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $68,108,692 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $74,663,161 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $50,284,137 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $51,491,495 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,960,470 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $42,173,100 | PYOtherExpensesAmt |
| CY Other Expenses | $39,734,896 | CYOtherExpensesAmt |
| PY Total Expenses | $160,565,929 | PYTotalExpensesAmt |
| CY Total Expenses | $165,889,552 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $9,430,745 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $5,218,019 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $385,282,772 | TotalAssetsBOYAmt |
| Total Assets EOY | $400,399,114 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $40,686,333 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $39,405,118 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $344,596,439 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $360,993,996 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | MILWAUKEE SCHOOL OF ENGINEERING (MSOE) IS A NONPROFIT, NONSECTARIAN UNIVERSITY PROVIDING A BALANCED EDUCATION AT THE UNDERGRADUATE AND GRADUATE LEVEL FOR MEN AND WOMEN IN THE DISCIPLINES OF ENGINEERING, BUSINESS, MATHEMATICS, AND NURSING. MSOE IS THE UNIVERSITY OF CHOICE FOR THOSE SEEKING AN INCLUSIVE COMMUNITY OF EXPERIENTIAL LEARNERS DRIVEN TO SOLVE THE COMPLEX CHALLENGES OF TODAY AND TOMORROW. THE UNIVERSITY IS ACCREDITED BY THE HIGHER LEARNING COMMISSION AND OFFERS BACHELOR'S DEGREE, MASTER'S DEGREE, AND CERTIFICATE PROGRAMS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $160,675,915 | ExpenseAmt |
| Grant | $74,663,161 | GrantAmt |
| Revenue | $136,338,243 | RevenueAmt |
| Desc | MILWAUKEE SCHOOL OF ENGINEERING IS A NONPROFIT, NONSECTARIAN UNIVERSITY PROVIDING A BALANCED EDUCATION AT THE UNDERGRADUATE AND GRADUATE LEVEL FOR MEN AND WOMEN IN THE DISCIPLINES OF ENGINEERING, BUSINESS, MATHEMATICS, AND NURSING. MILWAUKEE SCHOOL OF ENGINEERING IS THE UNIVERSITY OF CHOICE FOR THOSE SEEKING AN INCLUSIVE COMMUNITY OF EXPERIENTIAL LEARNERS DRIVEN TO SOLVE THE COMPLEX CHALLENGES OF TODAY AND TOMORROW. TOTAL STUDENT ENROLLMENT FOR THE FALL OF 2022-23 WAS APPROXIMATELY 2,729, OF WHICH 2,575 WERE UNDERGRADUATES AND 154 WERE GRADUATE STUDENTS. | Desc |
| Total Program Service Expenses | $160,675,915 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | Yes (1) | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 136 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 1616 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 51 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 50 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAUL MATSON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4142777126 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1025 N BROADWAY | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (63 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd |
|---|---|---|---|---|---|---|---|
| JOHN WALZ | |||||||
| PRESIDENT | 50.00 | Yes (X) | Yes (X) | $671,121 | $0 | $38,303 | |
| JAMES C RAHN | |||||||
| CHAIRMAN | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DANIEL J MOCERI | |||||||
| VICE-CHAIRMAN | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JOHN A MELLOWES | |||||||
| VICE-CHAIRMAN | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ROBERT J HILLIS | |||||||
| VICE-CHAIRMAN | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SCOTT MOON | |||||||
| VICE-CHAIRMAN | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| G WOODROW ADKINS | |||||||
| BOARD OF REGENTS | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN J ALLEN | |||||||
| BOARD OF REGENTS | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL J BARBER | |||||||
| BOARD OF REGENTS | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVEN G BOOTH | |||||||
| BOARD OF REGENTS | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KENDALL G BREUNIG | |||||||
| BOARD OF REGENTS | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MATTHEW M BUROW | |||||||
| BOARD OF REGENTS | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN L CAIN | |||||||
| BOARD OF REGENTS | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ALLEN J CARLSON | |||||||
| BOARD OF REGENTS | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BERNARD A COHEN PHD | |||||||
| BOARD OF REGENTS | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BRIAN W COOKE | |||||||
| BOARD OF REGENTS | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DWIGHT D DIERCKS | |||||||
| BOARD OF REGENTS | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN E DUNCAN | |||||||
| BOARD OF REGENTS | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM E EDSTROM JR | |||||||
| BOARD OF REGENTS | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KEVIN FLETCHER | |||||||
| BOARD OF REGENTS | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PATRICK FORSYTHE | |||||||
| BOARD OF REGENTS | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD A GALLING | |||||||
| BOARD OF REGENTS | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TOM GLAISTER | |||||||
| BOARD OF REGENTS | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DUDLEY J GODFREY III | |||||||
| BOARD OF REGENTS | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KARL GOUVERNEUR | |||||||
| BOARD OF REGENTS | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES P GRIFFIN | |||||||
| BOARD OF REGENTS | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ECKHART G GROHMANN | |||||||
| BOARD OF REGENTS | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STIG F HAAGENSEN | |||||||
| BOARD OF REGENTS | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NICHOLAS A HAEMEL | |||||||
| BOARD OF REGENTS | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS J HAUSKE JR | |||||||
| BOARD OF REGENTS | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL E HORA | |||||||
| BOARD OF REGENTS | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RONALD J JENSEN | |||||||
| BOARD OF REGENTS | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN KAUFMANN NASH | |||||||
| BOARD OF REGENTS | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT D KERN TERM 112022 | |||||||
| BOARD OF REGENTS | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| WARD P KOMOROSKI | |||||||
| BOARD OF REGENTS | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN A MELLOWES | |||||||
| BOARD OF REGENTS | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| EDWARD W RAETHER | |||||||
| BOARD OF REGENTS | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL J READER | |||||||
| BOARD OF REGENTS | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KATHLEEN M RUEHLOW | |||||||
| BOARD OF REGENTS | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ALAN J RUUD | |||||||
| BOARD OF REGENTS | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DONALD SCHLIDT | |||||||
| BOARD OF REGENTS | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN L SCHLIESMANN | |||||||
| BOARD OF REGENTS | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN S SHIELY | |||||||
| BOARD OF REGENTS | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GARY STIMAC | |||||||
| BOARD OF REGENTS | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAWN TABAT | |||||||
| BOARD OF REGENTS | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LYMAN W TSCHANZ | |||||||
| BOARD OF REGENTS | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PAMELA VIETS | |||||||
| BOARD OF REGENTS | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GARY J VROMAN | |||||||
| BOARD OF REGENTS | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT A WAGNER | |||||||
| BOARD OF REGENTS | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NEAL K WUNDERLICH | |||||||
| BOARD OF REGENTS | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KEVIN ZABA | |||||||
| BOARD OF REGENTS | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TIMOTHY VALLEY | |||||||
| VP - ENROLLMENT & STUDENT LIFE | 50.00 | Yes (X) | $260,864 | $0 | $76,539 | ||
| ERIC BAUMGARTNER | |||||||
| VP - ACADEMICS | 50.00 | Yes (X) | $283,158 | $0 | $35,515 | ||
| JEFFREY SNOW | |||||||
| VP - DEVELOPMENT & ALUMNI AFFAIRS | 50.00 | Yes (X) | $257,142 | $0 | $32,854 | ||
| STEPHEN WILLIAMS | |||||||
| VP - OPERATIONS | 50.00 | Yes (X) | $264,743 | $0 | $20,516 | ||
| SEBASTIAN THACHENKARY | |||||||
| VP - MARKETING & COMMUNITY ENGAGEMENT | 50.00 | Yes (X) | $181,814 | $0 | $26,882 | ||
| SEANDRA MITCHELL | |||||||
| VP - STUDENT AFFAIRS & CAMPUS EQUITY | 50.00 | Yes (X) | $155,660 | $0 | $15,823 | ||
| PAUL MATSON | |||||||
| VP - FINANCE AND CFO | 50.00 | Yes (X) | $136,865 | $0 | $7,036 | ||
| CHRISTOPHER TAYLOR | |||||||
| PROFESSOR, VICE CHAIRMAN | 40.00 | $219,408 | $0 | $76,010 | Yes (X) | ||
| RONALD GERRITS | |||||||
| PROFESSOR, PROGRAM DIRECTOR | 40.00 | $208,961 | $0 | $10,864 | Yes (X) | ||
| DEANNA LEITZKE | |||||||
| ASSOCIATE VP OF ACADEMIC EXCELLENCE | 40.00 | $180,616 | $0 | $29,889 | Yes (X) | ||
| MARK ROUNDS | |||||||
| ASSOCIATE PROFESSOR, PROJECT MANAGER | 40.00 | $183,224 | $0 | $27,267 | Yes (X) | ||
| SHEILA ROSS | |||||||
| ASSOCIATE PROFESSOR, PROGRAM DIRECTOR | 40.00 | $175,818 | $0 | $30,231 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,179,394 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $427,729 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 109 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| AMERICAN FOOD AND VENDING CORP | |||||
| 124 METROPOLITAN PARK DRIVE | SYRACUSE | NY | 13088 | FOOD SERVICE | $3,969,652 |
| CATALYST CONSTRUCTION | |||||
| 833 E MICHIGAN SUITE 1000 | MILWAUKEE | WI | 53202 | BUILDING CONSTRUCTION | $3,008,155 |
| JP CULLEN & SONS CONSTRUCTION | |||||
| 330 E DELAVAN DRIVE | JANESVILLE | WI | 53546 | BUILDING CONSTRUCTION | $1,244,972 |
| VJS CONSTRUCTION SERVICES | |||||
| W233 N2847 ROUNDY CIRCLE WEST | PEWAUKEE | WI | 53072 | BUILDING CONSTRUCTION | $965,291 |
| EVERSPRING | |||||
| 120 S LA SALLE STREET SUITE 1800 | CHICAGO | IL | 60603 | TECHNOLOGY AND CONSULTING SERVICES | $691,260 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 21 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $101,503 | FederatedCampaignsAmt |
| Fundraising | $263,650 | FundraisingAmt |
| Government Grants | $5,700,494 | GovernmentGrantsAmt |
| All Other Contributions | $21,522,032 | AllOtherContributionsAmt |
| Noncash Contributions | $8,963,070 | NoncashContributionsAmt |
| Total Contributions | $27,587,679 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| TUITION/FEES | 900099 | $115,886,440 | $115,886,440 | |
| AUX. ENTERPRISES | 812930 | $17,825,528 | $17,547,398 | $278,130 |
| TECHNOLOGY CENTER | 900099 | $1,988,810 | $1,988,810 | |
| GOVERNMENT CONTRACTS | 900099 | $915,595 | $915,595 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $136,616,373 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,334,778 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $968,274 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,366,504 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $638,837 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $193,935 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $444,902 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $444,902 | TotalRevenueColumnAmt |
| Exclusion | $444,902 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $62,308,329 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $61,256,786 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,051,543 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,051,543 | TotalRevenueColumnAmt |
| Exclusion | $1,051,543 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $50,767 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $263,650 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $66,326 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$15,559 | TotalRevenueColumnAmt |
| Exclusion | -$15,559 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $1,087,855 | TotalRevenueColumnAmt |
| Exclusion | $1,087,855 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,087,855 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $171,107,571 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $136,338,243 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,246,404 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,935,245 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,663,161 | TotalAmt |
| Program Services | $74,663,161 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,121,489 | TotalAmt |
| Program Services | $789,535 | ProgramServicesAmt |
| Management And General | $1,093,836 | ManagementAndGeneralAmt |
| Fundraising | $238,118 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,277,208 | TotalAmt |
| Program Services | $36,397,989 | ProgramServicesAmt |
| Management And General | $921,637 | ManagementAndGeneralAmt |
| Fundraising | $957,582 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,786,796 | TotalAmt |
| Program Services | $1,595,851 | ProgramServicesAmt |
| Management And General | $120,928 | ManagementAndGeneralAmt |
| Fundraising | $70,017 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,497,920 | TotalAmt |
| Program Services | $6,385,977 | ProgramServicesAmt |
| Management And General | $89,542 | ManagementAndGeneralAmt |
| Fundraising | $22,401 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,808,082 | TotalAmt |
| Program Services | $2,594,469 | ProgramServicesAmt |
| Management And General | $113,708 | ManagementAndGeneralAmt |
| Fundraising | $99,905 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,750 | TotalAmt |
| Management And General | $125,750 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $139,805 | TotalAmt |
| Management And General | $139,805 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $139,835 | TotalAmt |
| Management And General | $139,835 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,325,642 | TotalAmt |
| Program Services | $1,325,642 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,284,265 | TotalAmt |
| Program Services | $1,267,552 | ProgramServicesAmt |
| Fundraising | $16,713 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,293,597 | TotalAmt |
| Program Services | $2,199,486 | ProgramServicesAmt |
| Management And General | $29,198 | ManagementAndGeneralAmt |
| Fundraising | $64,913 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,638,861 | TotalAmt |
| Program Services | $1,634,886 | ProgramServicesAmt |
| Fundraising | $3,975 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,705,435 | TotalAmt |
| Program Services | $4,679,732 | ProgramServicesAmt |
| Management And General | $13,687 | ManagementAndGeneralAmt |
| Fundraising | $12,016 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,410,419 | TotalAmt |
| Program Services | $1,322,706 | ProgramServicesAmt |
| Management And General | $43,505 | ManagementAndGeneralAmt |
| Fundraising | $44,208 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $586,605 | TotalAmt |
| Program Services | $586,605 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,770,802 | TotalAmt |
| Program Services | $10,725,773 | ProgramServicesAmt |
| Management And General | $9,162 | ManagementAndGeneralAmt |
| Fundraising | $35,867 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,266,554 | TotalAmt |
| Program Services | $1,266,554 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| FOOD SERVICE COSTS | $3,482,920 | $3,482,920 | ||
| OTHER - MISC. | $3,250,264 | $2,949,276 | $122,273 | $178,715 |
| OUTSIDE/CONTRACTED SERV | $2,237,576 | $1,968,356 | $154,715 | $114,505 |
| COMPUTER LEASES | $1,944,315 | $1,944,315 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,132,251 | TotalAmt |
| Program Services | $2,895,130 | ProgramServicesAmt |
| Management And General | $135,586 | ManagementAndGeneralAmt |
| Fundraising | $101,535 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $165,889,552 | TotalAmt |
| Program Services | $160,675,915 | ProgramServicesAmt |
| Management And General | $3,253,167 | ManagementAndGeneralAmt |
| Fundraising | $1,960,470 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $311,222 | BOYAmt |
| EOY | $1,859,945 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,075,753 | BOYAmt |
| EOY | $3,561,187 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,577,667 | BOYAmt |
| EOY | $5,187,708 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,766,809 | BOYAmt |
| EOY | $2,841,653 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $482,289 | BOYAmt |
| EOY | $320,094 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $139,512 | BOYAmt |
| EOY | $220,729 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,063,827 | BOYAmt |
| EOY | $3,771,774 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $357,825,946 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $129,435,253 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $219,656,699 | BOYAmt |
| EOY | $228,390,693 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $129,072,285 | BOYAmt |
| EOY | $154,098,964 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $136,709 | BOYAmt |
| EOY | $146,367 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $385,282,772 | BOYAmt |
| EOY | $400,399,114 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,696,745 | BOYAmt |
| EOY | $8,880,803 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,100,821 | BOYAmt |
| EOY | $1,956,849 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,709,500 | BOYAmt |
| EOY | $25,603,820 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,179,267 | BOYAmt |
| EOY | $2,963,646 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,686,333 | BOYAmt |
| EOY | $39,405,118 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $248,165,166 | BOYAmt |
| EOY | $253,240,851 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $96,431,273 | BOYAmt |
| EOY | $107,753,145 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $344,596,439 | BOYAmt |
| EOY | $360,993,996 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $385,282,772 | BOYAmt |
| EOY | $400,399,114 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $5,218,019 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $10,883,334 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $296,204 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $15,447,630 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $75,683,084 | BeginningYearBalanceAmt |
| Contributions | $1,650,396 | ContributionsAmt |
| Investment Earnings Or Losses | $8,315,896 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,721,461 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,055,280 | OtherExpendituresAmt |
| End Year Balance | $82,872,635 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $87,461,359 | BeginningYearBalanceAmt |
| Contributions | $2,618,452 | ContributionsAmt |
| Investment Earnings Or Losses | -$11,897,944 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,612,907 | GrantsOrScholarshipsAmt |
| Other Expenditures | $885,876 | OtherExpendituresAmt |
| End Year Balance | $75,683,084 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $71,305,730 | BeginningYearBalanceAmt |
| Contributions | $1,790,454 | ContributionsAmt |
| Investment Earnings Or Losses | $18,626,046 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,507,101 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,753,770 | OtherExpendituresAmt |
| End Year Balance | $87,461,359 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $70,511,350 | BeginningYearBalanceAmt |
| Contributions | $4,132,465 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,048,478 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,395,730 | GrantsOrScholarshipsAmt |
| Other Expenditures | $893,877 | OtherExpendituresAmt |
| End Year Balance | $71,305,730 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $68,179,004 | BeginningYearBalanceAmt |
| Contributions | $608,686 | ContributionsAmt |
| Investment Earnings Or Losses | $3,660,113 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,223,708 | GrantsOrScholarshipsAmt |
| Other Expenditures | $712,745 | OtherExpendituresAmt |
| End Year Balance | $70,511,350 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.65000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.35000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $17,913,147 | OtherCostOrOtherBasisAmt |
| Book Value | $17,913,147 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $255,640,406 | OtherCostOrOtherBasisAmt |
| Depreciation | $79,399,950 | DepreciationAmt |
| Book Value | $176,240,456 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $75,251,946 | OtherCostOrOtherBasisAmt |
| Depreciation | $50,035,303 | DepreciationAmt |
| Book Value | $25,216,643 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,020,447 | OtherCostOrOtherBasisAmt |
| Book Value | $9,020,447 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $228,390,693 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| ASSET RETIREMENT OBLIGATION | $444,300 |
| DEFERRED SUPPORT | $116,249 |
| ACCUM POST-RETIREMENT BENEFITS | $1,908,387 |
| US GOV'T GRANTS REFUNDABLE | $494,710 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,963,646 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $107,484,113 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $10,883,334 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $296,204 | OtherRevenueAmt |
| Revenue Not Reported | $11,179,538 | RevenueNotReportedAmt |
| Revenue Subtotal | $96,304,575 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $139,835 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $74,663,161 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $74,802,996 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $171,107,571 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $91,086,556 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $91,086,556 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $139,835 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $74,663,161 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $74,802,996 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $165,889,552 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | "MEN AT WORK" COLLECTION IS A COLLECTION OF PAINTINGS AND SCULPTURES DEPICTING VARIOUS TRADES AND PROFESSIONS FROM MEDIEVAL TO PRESENT. THE COLLECTION WAS MADE POSSIBLE FROM RESTRICTED DONATIONS. THE WORK THEME IS UTILIZED IN VARIOUS LOCATIONS OF THE ACADEMIC CURRICULUM FOR STUDENTS IN ENGINEERING, BUSINESS AND NURSING. |
| PART V, LINE 4: | ENDOWMENTS ARE USED FOR WHATEVER THE DONOR INTENT IS STATED. THE ENDOWMENT CONSISTS OF SCHOLARSHIPS FOR STUDENT FINANCIAL ASSISTANCE AND FUNDS DESIGNATED FOR SCHOOL PROGRAMS OR FACILITY IMPROVEMENTS, ALL WITH THE INTENT OF ENHANCING THE SCHOOLS EDUCATIONAL MISSION. |
| PART X, LINE 2: | THE UNIVERSITY HAS RECEIVED A DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE INDICATING THAT IT IS A TAX-EXEMPT ORGANIZATION AS PROVIDED FOR IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES, EXCEPT FOR TAXES PERTAINING TO UNRELATED BUSINESS INCOME. NO PROVISION HAS BEEN MADE FOR INCOME TAXES IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS BECAUSE THE UNIVERSITY DOES NOT HAVE A SIGNIFICANT AMOUNT OF UNRELATED BUSINESS INCOME. THE UNIVERSITY ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE CONSOLIDATED FINANCIAL STATEMENTS. UNDER CURRENT ACCOUNTING GUIDANCE, THE UNIVERSITY MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF THERE IS SUBSTANTIAL AUTHORITY THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERIT OF THE POSITION. EXAMPLES OF TAX POSITIONS INCLUDE THE TAX-EXEMPT STATUS OF THE UNIVERSITY AND VARIOUS POSITIONS RELATED TO THE POTENTIAL SOURCES OF UNRELATED BUSINESS TAXABLE INCOME. THERE WERE NO SIGNIFICANT UNRECOGNIZED TAX EXPENSES IDENTIFIED OR RECORDED AS LIABILITIES DURING FISCAL YEAR 2023 AND 2022. OPEN TAX YEARS SUBJECT TO EXAMINATION BY THE U.S. TAXING AUTHORITIES ARE FISCAL YEARS ENDING JUNE 30, 2020 TO 2022, WHICH STATUTES EXPIRE 2024 TO 2026. OPEN TAX YEARS SUBJECT TO EXAMINATION BY STATE TAX AUTHORITIES ARE FISCAL YEARS ENDING JUNE 30, 2019 TO 2022, WHICH EXPIRE 2024 TO 2027. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN SPLIT INTEREST AGREEMENT 296,204. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | STUDENT GRANTS AND SCHOLARSHIPS 74,663,161. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | STUDENT GRANTS AND SCHOLARSHIPS 74,663,161. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | THE NONDISCRIMINATORY STATEMENT HAS BEEN INCLUDED IN PUBLICATIONS, BROCHURES AND MISSION STATEMENT. |
| SCHEDULE E, PART I, LINE 6 | MSOE RECEIVES FINANCIAL AID FOR STUDENTS (PELL GRANTS, ETC) FROM GOVERNMENT AGENCIES. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | REGENT GOLF OUTING | Event1Nm |
| Gross Receipts Event1 | $153,162 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $142,700 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $10,462 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $20,961 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $9,368 | OtherDirectExpensesEvent1Amt |
| Event2 | PRESIDENT GOLF OUTING | Event2Nm |
| Gross Receipts Event2 | $161,255 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $120,950 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $40,305 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $26,710 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $470 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $8,817 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $314,417 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $263,650 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $50,767 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $47,671 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $470 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $18,185 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $66,326 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$15,559 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | GRANTS/SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 2575 | RecipientCnt |
| Cash Grant | $74,663,161 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | FOR FEDERAL AND STATE FINANCIAL AID GRANTS, INDIVIDUAL FAFSA AND PERSONAL TAX RETURNS ARE VERIFIED FOR RECIPIENT ELIGIBILITY. SEVERAL LAYERS OF SUPERVISORY APPROVALS ARE BUILT INTO THE INTERNAL FINANCIAL AID PROCESS. FOR OTHER FEDERALLY FUNDED GRANTS (NIH, NSF ETC.), ACTIVITY IS ADMINISTERED BY A DEDICATED EMPLOYEE, SUBJECT TO SEVERAL LAYERS OF SUPERVISORY REVIEW AND APPROVAL. PAYROLL COSTS AND OTHER ALLOCATED EXPENDITURES ARE DOCUMENTED AND REVIEWED BY THE FINANCE DEPT. AS WELL AS EXTERNAL AUDITORS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (12 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOHN WALZ | ||||||||||||||
| PRESIDENT | $591,629 | $0 | $74,232 | $0 | $5,260 | $0 | $18,300 | $0 | $20,003 | $0 | $709,424 | $0 | $0 | $0 |
| TIMOTHY VALLEY | ||||||||||||||
| VP - ENROLLMENT & STUDENT LIFE | $229,265 | $0 | $9,809 | $0 | $21,790 | $0 | $12,374 | $0 | $64,165 | $0 | $337,403 | $0 | $0 | $0 |
| ERIC BAUMGARTNER | ||||||||||||||
| VP - ACADEMICS | $269,571 | $0 | $12,297 | $0 | $1,290 | $0 | $15,512 | $0 | $20,003 | $0 | $318,673 | $0 | $0 | $0 |
| CHRISTOPHER TAYLOR | ||||||||||||||
| PROFESSOR, VICE CHAIRMAN | $217,408 | $0 | $0 | $0 | $2,000 | $0 | $11,845 | $0 | $64,165 | $0 | $295,418 | $0 | $0 | $0 |
| JEFFREY SNOW | ||||||||||||||
| VP - DEVELOPMENT & ALUMNI AFFAIRS | $240,988 | $0 | $10,974 | $0 | $5,180 | $0 | $13,844 | $0 | $19,010 | $0 | $289,996 | $0 | $0 | $0 |
| STEPHEN WILLIAMS | ||||||||||||||
| VP - OPERATIONS | $233,890 | $0 | $9,945 | $0 | $20,908 | $0 | $12,546 | $0 | $7,970 | $0 | $285,259 | $0 | $0 | $0 |
| RONALD GERRITS | ||||||||||||||
| PROFESSOR, PROGRAM DIRECTOR | $208,402 | $0 | $0 | $0 | $559 | $0 | $10,864 | $0 | $0 | $0 | $219,825 | $0 | $0 | $0 |
| DEANNA LEITZKE | ||||||||||||||
| ASSOCIATE VP OF ACADEMIC EXCELLENCE | $177,343 | $0 | $0 | $0 | $3,273 | $0 | $9,886 | $0 | $20,003 | $0 | $210,505 | $0 | $0 | $0 |
| MARK ROUNDS | ||||||||||||||
| ASSOCIATE PROFESSOR, PROJECT MANAGER | $181,326 | $0 | $0 | $0 | $1,898 | $0 | $10,531 | $0 | $16,736 | $0 | $210,491 | $0 | $0 | $0 |
| SEBASTIAN THACHENKARY | ||||||||||||||
| VP - MARKETING & COMMUNITY ENGAGEMEN | $172,912 | $0 | $7,934 | $0 | $968 | $0 | $10,016 | $0 | $16,866 | $0 | $208,696 | $0 | $0 | $0 |
| SHEILA ROSS | ||||||||||||||
| ASSOCIATE PROFESSOR, PROGRAM DIRECTO | $175,368 | $0 | $0 | $0 | $450 | $0 | $10,228 | $0 | $20,003 | $0 | $206,049 | $0 | $0 | $0 |
| SEANDRA MITCHELL | ||||||||||||||
| VP - STUDENT AFFAIRS & CAMPUS EQUITY | $148,614 | $0 | $6,653 | $0 | $393 | $0 | $7,853 | $0 | $7,970 | $0 | $171,483 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | UNDER ORDINARY BUSINESS EXPENSES, SOCIAL CLUB DUES ARE PAID FOR BY MSOE FOR TWO KEY EMPLOYEES: JEFF SNOW AND SEBASTIAN THACHENKARY, WHICH ARE RELATED TO ADVANCEMENT AND MARKETING AND THE BETTERMENT OF THE UNIVERSITY. THIS IS TREATED AS TAXABLE COMPENSATION. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WISCONSIN HEALTH AND EDUCATIONAL FACILITIES AUTHORITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 391337855 | BondIssuerEIN |
| CUSIP | 97712JBH5 | CUSIPNum |
| Bond Issued | 2021-07-15 | BondIssuedDt |
| Issue Price | $10,610,000 | IssuePriceAmt |
| Purpose | CAMPUS BUILDINGS | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | Yes (1) | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $1,190,000 | RetiredAmt |
| Total Proceeds | $10,302,441 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $183,698 | IssuanceCostsFromProceedsAmt |
| Credit Enhancement | $322,931 | CreditEnhancementAmt |
| Capital Expenditures | $9,675,121 | CapitalExpendituresAmt |
| Unspent | $400,520 | UnspentAmt |
| Substantial Completion | 2022 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | Yes (1) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | Yes (1) | RefundingTaxableBondsInd |
| Final Allocation Made | 0 | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | Yes (1) | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | Yes (1) | Form8038TFiledInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| ROBERT HILLIS | |||
| BOARD OF REGENTS | $638,837 | THE UNIVERSITY LEASES COMMERCIAL SPACE TO DIRECT SUPPLY, INC. THE VALUE AND ACCOMODATIONS OF THE LEASE ARE AT ARM'S LENGTH AT PREVAILING MARKET RATES. | 0 |
| MATTHEW M BUROW | |||
| BOARD OF REGENTS | $3,008,155 | THE UNIVERSITY USES THIS CONTRACTOR FOR LARGE PROJECTS FROM CATALYST CONSTRUCTION AT STANDARD PREVAILING MARKET RATES. | 0 |
Schedule M IRS990ScheduleM
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $2,773 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | DONOR VALUE | MethodOfDeterminingRevenuesTxt |
Real Estate Commercial RealEstateCommercialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $8,889,563 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | MISCELLANEOUS | Desc |
| Contribution | 140 | ContributionCnt |
| Noncash Contributions Rpt F990 | $70,734 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | DONOR VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE NUMBER ON COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | A COPY OF THE 990 IS PROVIDED TO ANY BOARD MEMBER WHO REQUESTS ONE. A COPY OF THE FILED 990 IS PROVIDED TO THE AUDIT/FINANCE COMMITTEE OF THE BOARD FOR REVIEW. RELEVANT SELECTED QUESTIONS ANSWERED ON THE 990 ARE REVIEWED WITH THE AUDIT/FINANCE COMMITTEE BEFORE FILING THE 990. |
| FORM 990, PART VI, SECTION B, LINE 12C | A COPY OF THE POLICY MUST BE READ BY ALL EMPLOYEES AND SIGNED, INDICATING THEIR UNDERSTANDING OF THE POLICY. THEY ARE ALSO REQUIRED TO REPORT ANY POTENTIAL CONFLICT BASED ON THE POLICY'S DEFINITIONS. ALL EMPLOYEES MUST RETURN THEIR REPORTS TO THE HUMAN RESOURCE DEPARTMENT WHO PRESENTS THEM TO THE CFO FOR REVIEW AND INTERPRETATION. IT IS A CONDITION OF EMPLOYMENT TO RESPOND TO THE POLICY ANNUALLY, THEREFORE, 100% RESPONSE IS ACCOMPLISHED. IN ADDITION, A QUESTIONNAIRE IS SENT TO ALL BOARD MEMBERS ASKING THEM TO REPORT ANY CONFLICT OF INTEREST THEY MAY HAVE. IN ADDITION, A RELATED PARTY AND CONFLICT OF INTEREST QUESTIONNAIRE IS ALSO PROVIDED TO EVERY BOARD MEMBER FOR REVIEW AND RETURN TO THE SCHOOL. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE EXECUTIVE COMMITTEE (EC) BOARD CHAIR LED A FORMAL COMPENSATION REVIEW PROCESS IN NOVEMBER AND DECEMBER 2020 THAT INVOLVED THE ENTIRE MSOE EC. WE CONTRACTED A HUMAN RESOURCE (HR) CONSULTANT TO ASSIST THE EC THROUGHOUT THE PROCESS. THIS HR CONSULTANT ALSO SERVED MSOE THROUGHOUT THE PRESIDENTIAL SEARCH PROCESS. DETAILED COMPENSATIONS WERE GATHERED AND REVIEWED WITH A FOCUS ON MSOE PEER AND ASPIRATIONAL INSTITUTIONS. THE EC VOTED UNANIMOUSLY TO APPROVE THE AGREEMENT. |
| FORM 990, PART VI, SECTION C, LINE 19 | MOST GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. CONFLICT OF INTEREST POLICY IS ON THE UNIVERSITY'S WEBSITE. FINANCIAL STATEMENT DISTRIBUTION IS LIMITED TO OFFICERS AND BOARD MEMBERS. THE A-133 AUDIT REPORT IS AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT 296,204. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MSOE PROPERTIES LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1025 N BROADWAY | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | ACQUIRE, OWN, OPERATE MSOE PROPERTY | PrimaryActivitiesTxt |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Total Income | $0 | TotalIncomeAmt |
| End Of Year Assets | $409,600 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILWAUKEE SCHOOL OF ENGINEERING | BusinessNameLine1Txt |