LAWRENCE UNIVERSITY OF WISCONSIN: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- LAWRENCE UNIVERSITY OF WISCONSIN (EIN 39-0806297)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-13
- IRS object ID
- 202511339349309656
- Schema version
- 2023v6.0
- 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 F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-13T19:03:31-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8215 GREENWAY BOULEVARD SUITE 600 | AddressLine1Txt |
| City | MIDDLETON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53562 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390806297 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAWRENCE UNIVERSITY OF WISCONSIN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LAWR | BusinessNameControlTxt |
| Phone | 9208327000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 711 E BOLDT WAY | AddressLine1Txt |
| City | APPLETON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54911 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRADLEY MITCHELL | PersonNm |
| Person Title | VP FOR FINANCE AND ADMINISTRATION | PersonTitleTxt |
| Phone | 9208327000 | PhoneNum |
| Signature | 2025-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| 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 | KIMBERLY ANDERSON CPA | PreparerPersonNm |
| PTIN | P00188889 | PTIN |
| Phone | 6086628600 | PhoneNum |
| Preparation | 2025-05-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | BRADLEY MITCHELL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 711 E BOLDT WAY | AddressLine1Txt |
| City | APPLETON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54911 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $193,531,706 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.LAWRENCE.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1847 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE A HIGH QUALITY, LIBERAL ARTS EDUCATION AND SOUND CAREER PREPARATION TO ITS STUDENTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 35 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 34 | VotingMembersIndependentCnt |
| Total Employee | 1748 | TotalEmployeeCnt |
| Total Volunteers | 544 | TotalVolunteersCnt |
| Total Gross UBI | $1,273,957 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $1,259,961 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $10,767,043 | PYContributionsGrantsAmt |
| CY Contributions Grants | $30,844,504 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $95,031,219 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $95,601,155 | CYProgramServiceRevenueAmt |
| PY Investment Income | $9,504,759 | PYInvestmentIncomeAmt |
| CY Investment Income | $27,507,385 | CYInvestmentIncomeAmt |
| PY Other Revenue | $497,230 | PYOtherRevenueAmt |
| CY Other Revenue | $482,620 | CYOtherRevenueAmt |
| PY Total Revenue | $115,800,251 | PYTotalRevenueAmt |
| CY Total Revenue | $154,435,664 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $52,355,657 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $53,466,994 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $47,413,808 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $50,977,349 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $3,685,818 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $36,448,390 | PYOtherExpensesAmt |
| CY Other Expenses | $37,983,594 | CYOtherExpensesAmt |
| PY Total Expenses | $136,217,855 | PYTotalExpensesAmt |
| CY Total Expenses | $142,427,937 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$20,417,604 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $12,007,727 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $593,158,843 | TotalAssetsBOYAmt |
| Total Assets EOY | $653,817,525 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $79,382,947 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $103,355,274 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $513,775,896 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $550,462,251 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | LAWRENCE UNIVERSITY OF WISCONSIN, THROUGH ITS UNDERGRADUATE RESIDENTIAL COLLEGE AND CONSERVATORY OF MUSIC, EDUCATES STUDENTS IN THE LIBERAL ARTS AND SCIENCES. THE UNIVERSITY IS DEVOTED TO EXCELLENCE AND INTEGRITY IN ALL OF ITS ACTIVITIES AND COMMITTED TO THE DEVELOPMENT OF INTELLECT AND TALENT, THE PURSUIT OF KNOWLEDGE AND UNDERSTANDING, THE CULTIVATION OF SOUND JUDGMENT, AND RESPECT FOR THE PERSPECTIVES OF OTHERS. LAWRENCE PREPARES STUDENTS FOR LIVES OF ACHIEVEMENT, RESPONSIBLE AND MEANINGFUL CITIZENSHIP, LIFELONG LEARNING, AND PERSONAL FULFILLMENT. AS A LEARNING COMMUNITY OF SCHOLARS AND ARTISTS WE ENGAGE EACH OTHER IN A TRANSFORMATIVE PROCESS THAT EMPHASIZES INDIVIDUALIZED LEARNING, SUPPORTED BY AN ENVIRONMENT OF RICH EDUCATIONAL OPPORTUNITIES IN A RESIDENTIAL CAMPUS SETTING. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $86,619,757 | ExpenseAmt |
| Grant | $53,466,994 | GrantAmt |
| Revenue | $78,416,387 | RevenueAmt |
| Desc | PROVIDE LIBERAL ARTS INSTRUCTION TO APPROXIMATELY 1500 UNIVERSITY STUDENTS. LAWRENCE CURRICULUM PROMOTES EXPOSURE TO A WIDE RANGE OF SUBJECT MATTERS AND INTELLECTUAL APPROACHES. IT ALSO CALLS FOR THE FOCUSED STUDY OF A SINGLE AREA OF KNOWLEDGE. WITHIN THIS GENERAL FRAMEWORK, THE STUDENT EXERCISES WIDE LATITUDE IN BUILDING A COURSE OF STUDY. A LAWRENCE EDUCATION, THEN, RESULTS FROM CONSIDERED CHOICES. THE COLLEGE PROVIDES AMPLE ROOM FOR SUCH CHOICES AND ENCOURAGES STUDENTS TO EXERCISE THEM BOLDLY. THE LAWRENCE UNIVERSITY CONSERVATORY OF MUSIC, NOW IN ITS SECOND CENTURY OF EDUCATING STUDENTS FOR CAREERS IN MUSIC, IS A NATIONALLY RECOGNIZED CONSERVATORY DEVOTED EXCLUSIVELY TO THE EDUCATION OF UNDERGRADUATES WITHIN A DISTINGUISHED COLLEGE OF THE LIBERAL ARTS AND SCIENCES. THE LAWRENCE COMMUNITY MUSIC SCHOOL PROVIDES MUSICAL OPPORTUNITIES FOR CITIZENS OF THE FOX VALLEY FROM BIRTH TO ADULTHOOD AND OFFERS LAWRENCE CONSERVATORY MUSIC EDUCATION STUDENTS GUIDED OPPORTUNITIES TO HONE THEIR TEACHING SKILLS. A SUPERB FACULTY OF PERFORMERS, COMPOSERS, SCHOLARS, AND TEACHERS PRIDE THEMSELVES ON THE INDIVIDUAL ATTENTION GIVEN TO MUSIC MAJORS WHO PURSUE THEIR UNDERGRADUATE DEGREES AT LAWRENCE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $18,165,014 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $610,942 | RevenueAmt |
| Desc | PROVIDE STUDENTS WITH SERVICES SUCH AS MUSIC, ATHLETICS, COMMUNITY INVOLVEMENT, RESIDENTIAL LIFE, COUNSELING, HEALTH CENTER, AND MULTICULTURAL AFFAIRS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $11,431,354 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $15,539,212 | RevenueAmt |
| Desc | TRADITIONALLY PROVIDE FOOD SERVICE AND HOUSING TO APPROXIMATELY 1500 UNIVERSITY STUDENTS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $7,662,361 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $1,482,219 | RevenueAmt |
| Desc | PROVIDE ACADEMIC SUPPORT TO APPROXIMATELY 1500 STUDENTS THROUGH LIBRARY FACILITIES AND INSTRUCTIONAL COMPUTER SERVICE AND PROVIDE PUBLIC SERVICE THROUGH OUR BJORKLUDEN CAMPUS IN DOOR COUNTY AND THE LAWRENCE COMMUNITY MUSIC SCHOOL. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $7,662,361 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $1,482,219 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $123,878,486 | 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 | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | 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 | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | 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 | Yes (1) | 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 | Yes (1) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | 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 | 317 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1748 | 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 | 35 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 34 | 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 | Yes (1) | 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 | BRADLEY MITCHELL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9208327000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 711 E BOLDT WAY | AddressLine1Txt |
| City | APPLETON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54911 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (44 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| WILLIAM O HOCHKAMMER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM J BAER | |||||||
| TRUSTEE, SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| DAVID BLOWERS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTOPHER MURRAY | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHERYL KOPECKY | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| IRENE STROHBEEN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BREANNA SKEETS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KATY SCHWARTZ STREI | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARTHA J OLSON | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BARBARA LAWTON | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANTON R VALUKAS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ABIR SEN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTOPHER ANZALONE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SARA QUANDT | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LAURIE CARTER | |||||||
| PRESIDENT | 40.00 | Yes (X) | $490,701 | $0 | $113,412 | Yes (X) | |
| DEAN DUMONTHIER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SARAH E SCHOTT | |||||||
| TRUSTEE, VICE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| EVAN BRAVOS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD MOSER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| FRANCESCA ROMERO SIEKMAN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PETER M MUSSER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JON STELLMACHER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT PERILLE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD G FESSLER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CORY L NETTLES | |||||||
| TRUSTEE, CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| TAMIKA FRANKLIN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN HALL | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SHELLEY A DAVIS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID KNAPP | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LYDIA HOWARTH | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SCOTT D MYERS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| FREDERICK FISHER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID SHEPARD | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LOUIS B BUTLER JR | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRIS CLARKE | |||||||
| VP FOR STUDENT LIFE | 40.00 | $162,325 | $0 | $37,855 | Yes (X) | ||
| KENNY YARBROUGH | |||||||
| VP FOR DEI/ANTIRACISM | 40.00 | $131,628 | $0 | $11,416 | Yes (X) | ||
| CALVIN HUSMAN | |||||||
| VP FOR ALUMNI AND DEVELOPMENT | 40.00 | $211,466 | $0 | $41,017 | Yes (X) | ||
| PETER BLITSTEIN | |||||||
| PROVOST AND DEAN OF FACULTY | 40.00 | $179,891 | $0 | $22,522 | Yes (X) | ||
| SAMIR DATTA | |||||||
| VP FOR FINANCE & ADMINISTRATION | 40.00 | $284,983 | $0 | $14,513 | Yes (X) | ||
| ERIC SCHACHT | |||||||
| UNIVERSITY COUNSEL | 40.00 | $192,438 | $0 | $29,451 | Yes (X) | ||
| STEVEN ARMSTRONG | |||||||
| DIR. OF IT | 40.00 | $120,845 | $0 | $26,578 | Yes (X) | ||
| CHRISTYN ABARAY | |||||||
| VP, CHIEF OF STAFF | 40.00 | $146,178 | $0 | $34,094 | Yes (X) | ||
| ANNA PONDER | |||||||
| VP FOR UNIVERSITY ADVANCEMENT | 40.00 | $216,359 | $0 | $14,122 | Yes (X) | ||
| BRIAN PERTL | |||||||
| DEAN OF THE CONSERVATORY OF MUSIC | 40.00 | $204,553 | $0 | $23,621 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,341,367 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $368,601 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 24 | 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 |
|---|---|---|---|---|---|
| ADVANCED PHYSICAL THERAPY & SPORTS MEDIC | |||||
| 2105 E ENTERPRISE AVENUE SUITE 113 | APPLETON | WI | 54913 | PHYSICAL THERAPY, OCCUPATIONAL THERAPY, | $256,520 |
| STORBECK SEARCH LLC | |||||
| 1400 NORTH PROVIDENCE ROAD SUITE 35 | MEDIA | PA | 19063 | EXECUTIVE SEARCH CONSULTANTS | $161,949 |
| MADE NEW RESTORATION & REMODELING LLC | |||||
| 1109 EAST LINCOLN AVENUE | LITTLE CHUTE | WI | 54140 | FIRE & WATER DAMAGE RESTORATION-MOLD REM | $155,061 |
| ENCORE LLC (OWNER) | |||||
| PO BOX 88369 | MILWAUKEE | WI | 53288 | FINANCIAL SERVICES | $122,330 |
| CREDO LLC | |||||
| 940 GOLF HOUSE ROAD W UNIT 200 | WHITSETT | NC | 27377 | HIGHER EDUCATION CONSULTING | $110,392 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 7 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $18,336 | FundraisingAmt |
| Government Grants | $596,523 | GovernmentGrantsAmt |
| All Other Contributions | $30,229,645 | AllOtherContributionsAmt |
| Noncash Contributions | $810,035 | NoncashContributionsAmt |
| Total Contributions | $30,844,504 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611710 | $78,368,456 | $78,368,456 |
| ROOM AND BOARD | 611710 | $15,539,212 | $15,539,212 |
| AUXILIARY ENTERPRISES | 611710 | $1,482,219 | $1,482,219 |
| SUMMER CAMPS AND EVENTS | 611710 | $155,586 | $155,586 |
| CONSERVATORY | 611710 | $55,682 | $55,682 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $95,601,155 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,950,891 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $1,273,957 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,676,934 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $18,888 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $18,888 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,888 | TotalRevenueColumnAmt |
| Exclusion | $18,888 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $59,640,889 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $39,084,395 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $20,556,494 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20,556,494 | TotalRevenueColumnAmt |
| Exclusion | $20,556,494 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $9,802 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $18,336 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $8,747 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,055 | TotalRevenueColumnAmt |
| Exclusion | $1,055 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $17,972 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $2,900 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,072 | TotalRevenueColumnAmt |
| Exclusion | $15,072 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $447,605 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $447,605 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $447,605 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $154,435,664 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $96,048,760 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,273,957 | UnrelatedBusinessRevenueAmt |
| Exclusion | $26,268,443 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,466,994 | TotalAmt |
| Program Services | $53,466,994 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,629,384 | TotalAmt |
| Program Services | $200,180 | ProgramServicesAmt |
| Management And General | $1,176,721 | ManagementAndGeneralAmt |
| Fundraising | $252,483 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,456,456 | TotalAmt |
| Program Services | $30,421,571 | ProgramServicesAmt |
| Management And General | $4,795,975 | ManagementAndGeneralAmt |
| Fundraising | $2,238,910 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,413,619 | TotalAmt |
| Program Services | $2,004,763 | ProgramServicesAmt |
| Management And General | $263,041 | ManagementAndGeneralAmt |
| Fundraising | $145,815 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,815,634 | TotalAmt |
| Program Services | $5,197,036 | ProgramServicesAmt |
| Management And General | $1,618,598 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,662,256 | TotalAmt |
| Program Services | $2,102,643 | ProgramServicesAmt |
| Management And General | $387,125 | ManagementAndGeneralAmt |
| Fundraising | $172,488 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,031 | TotalAmt |
| Management And General | $88,031 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,416 | TotalAmt |
| Management And General | $98,416 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,169,239 | TotalAmt |
| Program Services | $1,766,975 | ProgramServicesAmt |
| Management And General | $1,168,855 | ManagementAndGeneralAmt |
| Fundraising | $233,409 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $387,087 | TotalAmt |
| Program Services | $21,691 | ProgramServicesAmt |
| Management And General | $365,369 | ManagementAndGeneralAmt |
| Fundraising | $27 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,420,232 | TotalAmt |
| Program Services | $2,145,651 | ProgramServicesAmt |
| Management And General | $193,014 | ManagementAndGeneralAmt |
| Fundraising | $81,567 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,107,681 | TotalAmt |
| Program Services | $121,630 | ProgramServicesAmt |
| Management And General | $986,051 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,669,142 | TotalAmt |
| Program Services | $2,382,434 | ProgramServicesAmt |
| Management And General | $286,708 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,011,482 | TotalAmt |
| Program Services | $2,342,752 | ProgramServicesAmt |
| Management And General | $288,740 | ManagementAndGeneralAmt |
| Fundraising | $379,990 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $179,802 | TotalAmt |
| Program Services | $81,572 | ProgramServicesAmt |
| Management And General | $26,887 | ManagementAndGeneralAmt |
| Fundraising | $71,343 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,482,347 | TotalAmt |
| Program Services | $1,803,240 | ProgramServicesAmt |
| Management And General | $679,107 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,076,248 | TotalAmt |
| Program Services | $7,744,887 | ProgramServicesAmt |
| Management And General | $331,361 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,139,439 | TotalAmt |
| Program Services | $2,897 | ProgramServicesAmt |
| Management And General | $1,136,542 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| DINING | $5,089,352 | $5,089,352 | ||
| REPAIRS AND MAINTENANCE | $2,471,112 | $2,254,463 | $204,723 | $11,926 |
| TUITION EXPENSES | $1,832,125 | $1,832,125 | ||
| LIBRARY BOOKS | $847,770 | $847,770 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,914,089 | TotalAmt |
| Program Services | $2,047,860 | ProgramServicesAmt |
| Management And General | $768,369 | ManagementAndGeneralAmt |
| Fundraising | $97,860 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $142,427,937 | TotalAmt |
| Program Services | $123,878,486 | ProgramServicesAmt |
| Management And General | $14,863,633 | ManagementAndGeneralAmt |
| Fundraising | $3,685,818 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,030 | BOYAmt |
| EOY | $73,295 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,635,126 | BOYAmt |
| EOY | $21,549,774 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,354,339 | BOYAmt |
| EOY | $25,121,632 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $531,454 | BOYAmt |
| EOY | $448,528 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $248,353 | BOYAmt |
| EOY | $354,524 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,058,730 | BOYAmt |
| EOY | $1,117,895 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $345,578,656 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $195,037,116 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $126,898,494 | BOYAmt |
| EOY | $150,541,540 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $205,268,281 | BOYAmt |
| EOY | $211,807,117 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $237,380,274 | BOYAmt |
| EOY | $240,332,857 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,286,603 | BOYAmt |
| EOY | $890,659 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,428,159 | BOYAmt |
| EOY | $1,579,704 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $593,158,843 | BOYAmt |
| EOY | $653,817,525 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,534,345 | BOYAmt |
| EOY | $11,118,856 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,865,142 | BOYAmt |
| EOY | $1,806,750 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,211,446 | BOYAmt |
| EOY | $74,003,546 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,397,334 | BOYAmt |
| EOY | $1,331,748 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,837,573 | BOYAmt |
| EOY | $6,652,159 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,537,107 | BOYAmt |
| EOY | $8,442,215 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $79,382,947 | BOYAmt |
| EOY | $103,355,274 | 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 | $96,038,140 | BOYAmt |
| EOY | $95,465,208 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $417,737,756 | BOYAmt |
| EOY | $454,997,043 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $513,775,896 | BOYAmt |
| EOY | $550,462,251 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $593,158,843 | BOYAmt |
| EOY | $653,817,525 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $12,007,727 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $23,688,710 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $989,918 | 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| 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) |
|---|---|---|
| Revenues Included | $0 | RevenuesIncludedAmt |
| Assets Included | $0 | AssetsIncludedAmt |
Held Works Art HeldWorksArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $0 | RevenuesIncludedAmt |
| Assets Included | $0 | 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 |
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $443,506,343 | BeginningYearBalanceAmt |
| Contributions | $5,193,730 | ContributionsAmt |
| Investment Earnings Or Losses | $50,230,536 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $23,145,456 | GrantsOrScholarshipsAmt |
| Other Expenditures | $14,550,726 | OtherExpendituresAmt |
| End Year Balance | $461,234,427 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $440,838,808 | BeginningYearBalanceAmt |
| Contributions | $4,765,806 | ContributionsAmt |
| Investment Earnings Or Losses | $28,580,073 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $13,720,768 | GrantsOrScholarshipsAmt |
| Other Expenditures | $16,957,576 | OtherExpendituresAmt |
| End Year Balance | $443,506,343 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $487,034,820 | BeginningYearBalanceAmt |
| Contributions | $7,472,399 | ContributionsAmt |
| Investment Earnings Or Losses | -$30,497,581 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $11,112,947 | GrantsOrScholarshipsAmt |
| Other Expenditures | $12,057,883 | OtherExpendituresAmt |
| End Year Balance | $440,838,808 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $361,079,910 | BeginningYearBalanceAmt |
| Contributions | $11,083,779 | ContributionsAmt |
| Investment Earnings Or Losses | $133,468,727 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $9,193,628 | GrantsOrScholarshipsAmt |
| Other Expenditures | $9,403,968 | OtherExpendituresAmt |
| End Year Balance | $487,034,820 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $356,957,659 | BeginningYearBalanceAmt |
| Contributions | $9,944,858 | ContributionsAmt |
| Investment Earnings Or Losses | $13,361,517 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $9,474,187 | GrantsOrScholarshipsAmt |
| Other Expenditures | $9,709,937 | OtherExpendituresAmt |
| End Year Balance | $361,079,910 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.11160 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.58050 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.30790 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,407,691 | OtherCostOrOtherBasisAmt |
| Book Value | $3,407,691 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $226,369,041 | OtherCostOrOtherBasisAmt |
| Depreciation | $119,638,370 | DepreciationAmt |
| Book Value | $106,730,671 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $79,867,467 | OtherCostOrOtherBasisAmt |
| Depreciation | $69,288,788 | DepreciationAmt |
| Book Value | $10,578,679 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $35,934,457 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,109,958 | DepreciationAmt |
| Book Value | $29,824,499 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $150,541,540 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ALTERNATIVE INVESTMENTS | Desc |
| Book Value | $240,332,857 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $240,332,857 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| POSTRETIREMENT OBLIGATIONS | $1,582,898 |
| ANNUITIES PAYABLE | $2,428,542 |
| ASSET RETIREMENT OBLIGATIONS | $4,430,775 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $8,442,215 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $125,647,298 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $23,688,710 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $989,918 | OtherRevenueAmt |
| Revenue Not Reported | $24,678,628 | RevenueNotReportedAmt |
| Revenue Subtotal | $100,968,670 | RevenueSubtotalAmt |
| Other Revenues Not Included | $53,466,994 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $53,466,994 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $154,435,664 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $88,960,943 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $88,960,943 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $53,466,994 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $53,466,994 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $142,427,937 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 1A: | THE UNIVERSITY DOES NOT ASSIGN OR RECORD A VALUE FOR ART AND OTHER COLLECTIONS RECEIVED AS GIFTS. ACCORDINGLY, THE VALUE OF CERTAIN ART AND OTHER COLLECTIONS HAS BEEN EXCLUDED FROM THE STATEMENTS OF FINANCIAL POSITION. |
| PART III, LINE 4: | THE UNIVERSITY'S COLLECTIONS SUPPORT ITS INSTRUCTION, RESEARCH AND PUBLIC OUTREACH MISSIONS. |
| PART IV, LINE 2B: | AMOUNTS HELD FOR PERKINS LOANS PAYABLE AND STUDENT GROUP AGENCY ACCOUNTS ARE REPORTED ON PART X, LINE 21. |
| PART X, LINE 2: | THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT THE UNIVERSITY IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE UNIVERSITY IS ALSO EXEMPT FROM STATE INCOME TAXES. ACCORDINGLY, THE UNIVERSITY IS NOT SUBJECT TO FEDERAL INCOME TAXES EXCEPT TO THE EXTENT IT DERIVES INCOME FROM CERTAIN ACTIVITIES NOT SUBSTANTIALLY RELATED TO ITS TAX-EXEMPT PURPOSE (UNRELATED TRADE OR BUSINESS ACTIVITIES). THE UNIVERSITY FOLLOWS THE ACCOUNTING STANDARDS FOR CONTINGENCIES IN EVALUATING UNCERTAIN TAX POSITIONS. THIS GUIDANCE PRESCRIBES RECOGNITION THRESHOLD PRINCIPLES FOR THE FINANCIAL STATEMENT RECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. NO LIABILITY HAS BEEN RECOGNIZED BY THE UNIVERSITY FOR UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2024 AND 2023. THE UNIVERSITY'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT -55,681. CHANGE IN VALUE OF BENEFICIAL INTEREST IN TRUSTS 746,613. CHANGE IN VALUE OF INTEREST RATE SWAP 113,811. CHANGE IN CASH SURRENDER VALUE 185,175. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | TUITION DISCOUNTS 53,466,994. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | TUITION DISCOUNTS 53,466,994. |
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 | GENERAL POLICY IS INCLUDED IN ALL SUBSTANTIVE PUBLICATIONS DISTRIBUTED. |
| SCHEDULE E, PART I, LINE 6 | THE UNIVERSITY RECEIVES FEDERAL STUDENT AID FROM THE U.S. DEPARTMENT OF EDUCATION INCLUDING PELL GRANTS, FEDERAL SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANTS, FEDERAL WORK-STUDY GRANTS, DIRECT STUDENT LOANS, ACADEMIC COMPETITIVENESS GRANT AND NATIONAL SCIENCE AND MATHEMATICS ACCESS TO RETAIN TALENT GRANTS. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (4 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | 1 | 7 | PROGRAM SERVICES | OFF CAMPUS EDUCATIONAL EXPERIENCE | $585,822 |
| CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | 0 | 0 | INVESTMENTS | FOREIGN INVESTMENTS DOMICILED IN THE CAYMAN ISLANDS AND VIRGIN ISLANDS | $99,953,421 |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | 0 | 0 | INVESTMENTS | FOREIGN INVESTMENTS DOMICILED IN SCOTLAND AND LUXEMBOURG | $4,677,536 |
| NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | 0 | 0 | INVESTMENTS | FOREIGN INVESTMENTS DOMICILED IN CANADA | $10,252,786 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 1 | SubtotalOfficesCnt |
| Subtotal Employees | 7 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 1 | TotalOfficeCnt |
| Total Employee | 7 | TotalEmployeeCnt |
| Subtotal Spent | $115,469,565 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $115,469,565 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3, COLUMN (F): | FormAndLineReferenceDesc |
| Explanation | THE ACCOUNTING METHOD USED IS ACCRUAL. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GOLF OUTING | Event1Nm |
| Gross Receipts Event1 | $28,138 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $18,336 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $9,802 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $3,360 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $5,387 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $28,138 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $18,336 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $9,802 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $3,360 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $5,387 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $8,747 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $1,055 | NetIncomeSummaryAmt |
Gaming Information GamingInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Other Gaming | $17,972 | GrossRevenueOtherGamingAmt |
| Cash Prizes Other Gaming | $2,900 | CashPrizesOtherGamingAmt |
| Volunteer Labor Other Gaming | 0 | VolunteerLaborOtherGamingInd |
| Gross Revenue Total Gaming | $17,972 | GrossRevenueTotalGamingAmt |
| Cash Prizes Total Gaming | $2,900 | CashPrizesTotalGamingAmt |
| Direct Expense Summary Gaming | $2,900 | DirectExpenseSummaryGamingAmt |
| Net Gaming Income Summary | $15,072 | NetGamingIncomeSummaryAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | WI | StatesWhereGamingConductedCd |
| Licensed | Yes (1) | LicensedInd |
| License Suspended Etc | 0 | LicenseSuspendedEtcInd |
| Gaming With Nonmembers | Yes (1) | GamingWithNonmembersInd |
| Member Of Other Entity | 0 | MemberOfOtherEntityInd |
| Gaming Own Facility | 1.00000 | GamingOwnFacilityPct |
| Gaming Other Facility | 0.00000 | GamingOtherFacilityPct |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRADLEY MITCHELL | BusinessNameLine1Txt |
Persons With Books US Address PersonsWithBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 711 E BOLDT WAY | AddressLine1Txt |
| City | APPLETON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54911 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct With3rd Prty For Game Rev | 0 | CntrctWith3rdPrtyForGameRevInd |
| Gaming Manager Person | BRADLEY MITCHELL | GamingManagerPersonNm |
| Gaming Manager Compensation | $0 | GamingManagerCompensationAmt |
| Gaming Manager Services Prov | RECORDKEEPING OF GAMING OPERATIONS. | GamingManagerServicesProvTxt |
| Gaming Manager Is Employee | Yes (X) | GamingManagerIsEmployeeInd |
| Charitable Distribution Rqr | 0 | CharitableDistributionRqrInd |
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 | SCHOLARSHIPS TO STUDENTS | GrantTypeTxt |
| Recipient | 1451 | RecipientCnt |
| Cash Grant | $53,466,994 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Valuation Method Used | N/A | ValuationMethodUsedDesc |
| Non Cash Assistance | N/A | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | SCHOLARSHIP AMOUNTS ARE APPLIED DIRECTLY TO STUDENT ACCOUNTS AFTER A THOROUGH REVIEW OF ELIGIBILITY AND SELECTION CRITERIA. THE UNIVERSITY HAS AN EXPERIENCED FINANCIAL AID DEPARTMENT THAT MONITORS THE USE OF GRANT FUNDS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | 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 (9 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LAURIE CARTER | ||||||||||||||
| PRESIDENT | $490,701 | $0 | $0 | $0 | $0 | $0 | $68,870 | $0 | $44,542 | $0 | $604,113 | $0 | $0 | $0 |
| SAMIR DATTA | ||||||||||||||
| VP FOR FINANCE & ADMINISTRATION | $284,983 | $0 | $0 | $0 | $0 | $0 | $14,513 | $0 | $0 | $0 | $299,496 | $0 | $0 | $0 |
| CALVIN HUSMAN | ||||||||||||||
| VP FOR ALUMNI AND DEVELOPMENT | $211,466 | $0 | $0 | $0 | $0 | $0 | $17,250 | $0 | $23,767 | $0 | $252,483 | $0 | $0 | $0 |
| ANNA PONDER | ||||||||||||||
| VP FOR UNIVERSITY ADVANCEMENT | $200,303 | $0 | $0 | $0 | $16,056 | $0 | $6,508 | $0 | $7,614 | $0 | $230,481 | $0 | $0 | $0 |
| BRIAN PERTL | ||||||||||||||
| DEAN OF THE CONSERVATORY OF MUSIC | $185,280 | $0 | $0 | $0 | $19,273 | $0 | $14,097 | $0 | $9,524 | $0 | $228,174 | $0 | $0 | $0 |
| ERIC SCHACHT | ||||||||||||||
| UNIVERSITY COUNSEL | $176,640 | $0 | $0 | $0 | $15,798 | $0 | $9,685 | $0 | $19,766 | $0 | $221,889 | $0 | $0 | $0 |
| PETER BLITSTEIN | ||||||||||||||
| PROVOST AND DEAN OF FACULTY | $179,891 | $0 | $0 | $0 | $0 | $0 | $14,526 | $0 | $7,996 | $0 | $202,413 | $0 | $0 | $0 |
| CHRIS CLARKE | ||||||||||||||
| VP FOR STUDENT LIFE | $162,325 | $0 | $0 | $0 | $0 | $0 | $13,759 | $0 | $24,096 | $0 | $200,180 | $0 | $0 | $0 |
| CHRISTYN ABARAY | ||||||||||||||
| VP, CHIEF OF STAFF | $146,178 | $0 | $0 | $0 | $0 | $0 | $9,827 | $0 | $24,267 | $0 | $180,272 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | THE FOLLOWING INDIVIDUALS RECEIVED HOUSING ALLOWANCES INCLUDED IN THEIR 2023 CALENDAR TAXABLE COMPENSATION - - ERIC SCHACHT - BRIAN PERTL THE FOLLOWING INDIVIDUALS ARE REQUIRED TO LIVE ON UNIVERSITY PROPERTY AND RECEIVED HOUSING ALLOWANCES NOT INCLUDED IN THEIR 2023 CALENDAR TAXABLE COMPENSATION - - LAURIE CARTER THE FOLLOWING INDIVIDUALS RECEIVED PERSONAL SERVICES FOR HANDYMAN AND LANDSCAPER SERVICES NOT INCLUDED IN THEIR 2023 CALENDAR TAXABLE COMPENSATION - - LAURIE CARTER |
| PART I, LINES 4A-B | LAWRENCE UNIVERSITY ESTABLISHED A 457(F) PLAN FOR THE PRESIDENT. LAURIE CARTER (CURRENT PRESIDENT) HAD EMPLOYER CONTRIBUTIONS TO THE 457(F) PLAN OF $30,000 FOR CALENDAR YEAR ENDED DECEMBER 31, 2023. JEFFREY STANNARD RECEIVED SEVERANCE PAYMENTS OF $43,526 FOR CALENDAR YEAR ENDED DECEMBER 31, 2023. RYAN BOEHM RECEIVED SEVERANCE PAYMENTS OF $5,453 FOR CALENDAR YEAR ENDED DECEMBER 31, 2023. ASHLEY LEWIS RECEIVED SEVERANCE PAYMENTS OF $16,123 FOR CALENDAR YEAR ENDED DECEMBER 31, 2023. DENA REUBEN RECEIVED SEVERANCE PAYMENTS OF $5,769 FOR CALENDAR YEAR ENDED DECEMBER 31, 2023. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| WISCONSIN HEALTH AND EDUCATIONAL FACILITIES AUTHORITY | ||||||||
| A | 391337855 | 97712D6E1 | 2020-03-11 | $16,055,088 | CURRENT REFUND OF BOND ISS 8/29/12 AND $10M OF BOND ISS 11/3/14 AND $2M NEW | 0 | 0 | 0 |
| WISCONSIN HEALTH AND EDUCATIONAL FACILITIES AUTHORITY | ||||||||
| B | 391337855 | 2023-02-01 | $43,385,000 | CURRENT REFUND OF BONDS ISSUED 11-3-14 AND NEW MONEY FOR CAPITAL PROJECTS | 0 | 0 | 0 | |
| WISCONSIN HEALTH AND EDUCATIONAL FACILITIES AUTHORITY | ||||||||
| C | 391337855 | 2024-05-29 | $15,150,000 | NEW MONEY FOR CAPITAL PROJECTS | 0 | 0 | 0 | |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | $4,500,088 | $16,055,088 | $235,701 | $2,000,000 | $14,055,088 | 2022 | Yes (1) | 0 | 0 | Yes (1) |
| B | $1,625,000 | $43,385,000 | $200,000 | $18,000,000 | $25,185,000 | Yes (1) | 0 | 0 | Yes (1) | |
| C | $15,150,000 | $150,000 | $15,150,000 | 0 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| B | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| C | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| (no name) | ||||||||||||
| A | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) | |||
| JPMORGAN CHASE BANK | ||||||||||||
| B | 0 | Yes (1) | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | Yes (1) | 10.000000000000 | Yes (1) | 0 |
| ASSOCIATED BANK | ||||||||||||
| C | 0 | Yes (1) | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | Yes (1) | 10.000000000000 | Yes (1) | 0 |
Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DISCLOSURE SUBJECT TO FERPA LAW | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash Grant | $42,250 | CashGrantAmt |
| Type Of Assistance | INSTITUTIONAL GRANT | TypeOfAssistanceTxt |
| Assistance Purpose | EDUCATION | AssistancePurposeTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 30 | ContributionCnt |
| Noncash Contributions Rpt F990 | $578,335 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Real Estate Residential RealEstateResidentialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $231,700 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, COLUMN (B): | THE NUMBER OF CONTRIBUTIONS IS BEING REPORTED. |
| PART I, LINE 32B: | THE UNIVERSITY WILL RETAIN AN ATTORNEY FOR NONCASH REAL ESTATE GIFTS AND A BROKER FOR PUBLICLY TRADED SECURITIES. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | THE EXECUTIVE COMMITTEE HAS AUTHORITY TO ACT FOR THE BOARD OF TRUSTEES ON ALL MATTERS EXCEPT FOR THE FOLLOWING: SELECTION AND TERMINATION OF THE PRESIDENT, ELECTION OF TERM TRUSTEES, RECENT GRADUATE TRUSTEES, EMERITI, NON-TRUSTEE BOARD COMMITTEE MEMBERS, AND BOARD OFFICERS, CHANGES IN THE UNIVERSITY'S INSTITUTIONAL MISSION AND PURPOSES, CHANGES TO THE ARTICLES OF CONSOLIDATION AND ADOPTION OF THE ANNUAL BUDGET. THE EXECUTIVE COMMITTEE SHALL BE COMPOSED OF THE CHAIR OF THE BOARD, THE VICE CHAIR OF THE BOARD, THE IMMEDIATE PAST CHAIR OF THE BOARD, THE PRESIDENT OF THE UNIVERSITY, THE SECRETARY OF THE BOARD, THE CHAIRS OF THE ACADEMIC AND STUDENT AFFAIRS, FINANCE, RECRUITMENT AND RETENTION AND DEVELOPMENT COMMITTEES, IF SUCH BOARD COMMITTEES THEN EXIST, AND UP TO THREE ADDITIONAL TERM TRUSTEES APPOINTED ANNUALLY BY THE CHAIR OF THE BOARD AFTER CONSULTATION WITH THE TRUSTEE GOVERNANCE COMMITTEE AND THE PRESIDENT. THE COMMITTEE SHALL BE NO MORE THAN 12 PERSONS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 WILL BE POSTED ON THE BOARD TRUSTEE WEBSITE PRIOR TO FILING, WHICH IS CONSISTENT WITH HOW ALL MATERIALS FOR BOARD MEETINGS ARE COMMUNICATED TO BOARD MEMBERS. TO RESPECT THE WISHES OF CERTAIN DONORS TO REMAIN ANONYMOUS, WE HAVE CHOSEN NOT TO PROVIDE A FULL DISCLOSURE COPY OF THE 990 TO THE FULL GOVERNING BOARD OF LAWRENCE UNIVERSITY. A FULL DISCLOSURE COPY, WITH ALL DONOR INFORMATION, WILL BE FILED WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | ACCORDING TO THE WRITTEN CONFLICT OF INTEREST POLICY, THE SECRETARY OF THE BOARD OF TRUSTEES SHALL REQUEST EACH PRESENT MEMBER OF THE BOARD OF TRUSTEES AND OFFICERS, AND EACH FUTURE MEMBER OF THE BOARD OF TRUSTEES AND OFFICER PRIOR TO FORMAL ELECTION TO COMPLETE AN APPROPRIATE STATEMENT, SIMILAR TO THE ONE APPENDED, AND TO RENEW THE STATEMENT AT LEAST ONCE EVERY YEAR WHILE SERVING IN ANY OF THESE CAPABILITIES. A CONFIDENTIAL FILE SHALL BE MAINTAINED OF SUCH STATEMENTS. |
| FORM 990, PART VI, SECTION B, LINE 15 | A COMPENSATION SUBCOMMITTEE OF THE EXECUTIVE COMMITTEE REVIEWS AND APPROVES THE PRESIDENT'S CABINET OFFICERS AND ANY OTHER DISQUALIFIED PERSON'S COMPENSATION, WHICH IS THEN REPORTED TO THE BOARD. THE COMPENSATION SUBCOMMITTEE ALSO MONITORS COMPENSATION PHILOSOPHIES FOR THE UNIVERSITY AND STAFF. COMPENSATION SURVEY INFORMATION IS USED FROM COMPARABLE INSTITUTIONS. AN INDEPENDENT CONSULTANT IS USED EVERY FEW YEARS AS WELL. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE ON ITS WEBSITE. THE CONFLICT OF INTEREST POLICY IS AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF INTEREST RATE SWAP 113,811. CHANGE IN VALUE IN SPLIT INTEREST AGREEMENT -55,681. CHANGE IN BENEFICIAL INTEREST IN TRUSTS 746,613. CHANGE IN CASH SURRENDER VALUE 185,175. |