LAKELAND UNIVERSITY INC: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- LAKELAND UNIVERSITY INC (EIN 39-0821861)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-03-24
- IRS object ID
- 202120839349300512
- Schema version
- 2019v5.2
- 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 M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-03-24T16:17:34-05:00 | ReturnTs |
| Tax Period End | 2020-06-30 | 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 | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390821861 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAKELAND UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LAKE | BusinessNameControlTxt |
| Phone | 9205651000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | W3718 SOUTH DR | AddressLine1Txt |
| City | PLYMOUTH | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53073 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AMY WIRTZ | PersonNm |
| Person Title | VP FOR FINANCE AND OPERATIONS | PersonTitleTxt |
| Phone | 9205651000 | PhoneNum |
| Signature | 2021-03-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KIMBERLY ANDERSON | PreparerPersonNm |
| PTIN | P00188889 | PTIN |
| Phone | 6086628600 | PhoneNum |
| Preparation | 2021-03-16 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | AMY WIRTZ | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | W3718 SOUTH DR | AddressLine1Txt |
| City | PLYMOUTH | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53073 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $51,827,208 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.LAKELAND.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1862 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | LAKELAND UNIVERSITY EDUCATES WOMEN AND MEN OF DIVERSE BACKGROUNDS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 27 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 27 | VotingMembersIndependentCnt |
| Total Employee | 996 | TotalEmployeeCnt |
| Total Volunteers | 50 | TotalVolunteersCnt |
| Total Gross UBI | -$234,585 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $13,679,361 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,068,233 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $38,908,857 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $40,069,166 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$187,750 | PYInvestmentIncomeAmt |
| CY Investment Income | $249,721 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,227,966 | PYOtherRevenueAmt |
| CY Other Revenue | $1,483,855 | CYOtherRevenueAmt |
| PY Total Revenue | $53,628,434 | PYTotalRevenueAmt |
| CY Total Revenue | $47,870,975 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $16,958,705 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $11,640,543 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $18,007,006 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $18,794,112 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $814,112 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $14,543,388 | PYOtherExpensesAmt |
| CY Other Expenses | $15,938,180 | CYOtherExpensesAmt |
| PY Total Expenses | $49,509,099 | PYTotalExpensesAmt |
| CY Total Expenses | $46,372,835 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,119,335 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,498,140 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $60,192,269 | TotalAssetsBOYAmt |
| Total Assets EOY | $56,071,918 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $24,072,259 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $22,787,792 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $36,120,010 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $33,284,126 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | LAKELAND UNIVERSITY EDUCATES WOMEN AND MEN OF DIVERSE BACKGROUNDS, PREPARING THEM TO THINK CRITICALLY, TO COMMUNICATE EFFECTIVELY, TO SUCCEED PROFESSIONALLY, AND TO LEAD ETHICAL, PURPOSEFUL, AND FULFILLING LIVES. ROOTED IN THE VALUES OF THE UNITED CHURCH OF CHRIST, LAKELAND INTEGRATES THE LIBERAL ARTS AND EXPERIENTIAL LEARNING TO DEVELOP THE WHOLE PERSON FOR SUCCESS IN A DYNAMIC, MULTI-FACETED WORLD. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $21,844,413 | ExpenseAmt |
| Grant | $11,640,543 | GrantAmt |
| Revenue | $36,462,182 | RevenueAmt |
| Desc | INSTRUCTION AND RELATED ACTIVITIES INCLUDE EXPENDITURES FOR ALL INSTRUCTION COSTS, INCLUDING GRANTS, AND RELATED ACTIVITIES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $13,433,585 | ExpenseAmt |
| Revenue | $2,883,682 | RevenueAmt |
| Desc | ACADEMIC SUPPORT EXPENSES PROVIDE FUNDING FOR ADMINISTRATIVE OVERSIGHT IN ACADEMIC PROGRAMMING, LIBRARY SERVICES, TUTORING, ACCREDITATION, INSTRUCTIONAL DESIGN AND COMPUTING. ADDITIONALLY, STUDENT SERVICES EXPENSES PROVIDE FUNDING TO STUDENTS INCLUDING FOR ATHLETICS, HEALTH SERVICES, REGISTRATION, FINANCIAL AID, AND SECURITY. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,250,354 | ExpenseAmt |
| Revenue | $2,442,816 | RevenueAmt |
| Desc | AUXILIARY SERVICES INCLUDE EXPENDITURES FOR DINING SERVICES, RESIDENCE LIFE, AND RELATED ACTIVITIES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $41,528,352 | 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 | Yes (1) | 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 | 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 | Yes (1) | 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 | 125 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 996 | 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 | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | JA | ForeignCountryCd |
| 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 | 27 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 27 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | 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 | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | 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 | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | 0 | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AMY WIRTZ | PersonNm |
| Phone | 9205651000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | W7318 SOUTH DRIVE | AddressLine1Txt |
| City | PLYMOUTH | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53073 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (36 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| BARBARA GANNON | ||||||||
| CHAIRPERSON | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| LOLA ROEH | ||||||||
| SR. VICE-PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| KATHIE POWERS | ||||||||
| TREASURER | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| TRYG JACOBSON | ||||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DEBRA ANSAY | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOSE ARAUJO | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PAUL BARTELT | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| WENDY BEMIS | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| STUART BROTZ | ||||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CAITLIN BROTZ-MCNITT | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BONITA GRAFF | ||||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JULIA HOLLISTER | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| IRVIN KAAGE | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LORI KNITT | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL LANSER | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT LOFFREDO | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT MELZER | ||||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID PEIRCE | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CARLA SALMON | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| REV STEPHEN SAVIDES | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| FREDRIC SEEFELDT | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID SENTY | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM SHELDON | ||||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JEFF SPENCE | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOSEPH STEFFENSMEIER | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| WALLY WALDHART | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DEBORAH WENTE | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID R BLACK | ||||||||
| PRESIDENT | 50.00 | Yes (X) | $184,232 | $0 | $5,112 | |||
| ELIZABETH BORGEN | ||||||||
| EXECUTIVE VICE PRESIDENT | 50.00 | Yes (X) | $165,591 | $0 | $5,072 | |||
| MARGARET ALBRINCK | ||||||||
| PROVOST & VICE PRESIDENT FOR ACADEMIC AFFAIRS | 50.00 | Yes (X) | $129,240 | $0 | $16,412 | |||
| AMY WIRTZ | ||||||||
| VICE PRESIDENT FOR FINANCE AND OPERATIONS | 50.00 | Yes (X) | $108,757 | $0 | $8,290 | |||
| JANE BOUCHE | ||||||||
| INTERIM VICE-PRESIDENT FOR KELLETT | 50.00 | Yes (X) | $83,346 | $0 | $11,369 | |||
| DAVID SIMON | ||||||||
| VP STUDENT AFFAIRS & DEAN OF STUDENTS | 50.00 | Yes (X) | $96,473 | $0 | $9,191 | |||
| M SCOTT NIEDERJOHN | ||||||||
| DEAN OF SCHOOL OF BUSINESS & ENTREPRENEURSHIP | 50.00 | $155,766 | $0 | $14,966 | Yes (X) | |||
| APRIL ARVAN | ||||||||
| ASSOC PROF SPORT MGMT & LEADERSHIP, ASSOC DIR ATHL | 50.00 | $100,881 | $0 | $6,580 | Yes (X) | |||
| MEHRABAN KHODAVAND | ||||||||
| PROF OF EDU & PSYCH, DIR OF GRAD ED PROGRAMS | 50.00 | $117,971 | $0 | $19,832 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,142,257 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $96,824 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 7 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MANNENBACH MECHANICAL | |||||
| 1251 STATE ROAD 67 | KIEL | WI | 53042 | HEATING/AIR CONDITIONING | $309,096 |
| CDW GOVERNMENT | |||||
| 230 N MILWAUKEE AVE | VERNON HILLS | IL | 60061 | COMPUTER | $292,790 |
| A CHAPPA CONSTRUCTION | |||||
| 443 N MAIN STREET | SHEBOYGAN FALLS | WI | 53085 | CONSTRUCTION | $278,662 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $6,895 | FundraisingAmt |
| Related Organizations | $654,427 | RelatedOrganizationsAmt |
| Government Grants | $2,428,851 | GovernmentGrantsAmt |
| All Other Contributions | $2,978,060 | AllOtherContributionsAmt |
| Noncash Contributions | $250,687 | NoncashContributionsAmt |
| Total Contributions | $6,068,233 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| EDUCATION, TUITION, AND FEES | 611600 | $36,462,182 | $36,462,182 | |
| AUXILIARY SERVICES | 611600 | $3,152,153 | $3,322,354 | -$170,201 |
| OTHER PROGRAM REVENUE | 611710 | $353,553 | $353,553 | |
| INSTRUCTION ACTIVITIES | 611600 | $101,278 | $101,278 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $40,069,166 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $335,783 | TotalRevenueColumnAmt |
| Exclusion | $335,783 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,525 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $65,249 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$63,724 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$63,724 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$64,384 | UnrelatedBusinessRevenueAmt |
| Exclusion | $660 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,116,455 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,141,985 | SecuritiesAmt |
| Other | $60,532 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$25,530 | SecuritiesAmt |
| Other | -$60,532 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$86,062 | TotalRevenueColumnAmt |
| Exclusion | -$86,062 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $6,640 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $6,895 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $8,374 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,734 | TotalRevenueColumnAmt |
| Exclusion | -$1,734 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $2,229,406 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $680,093 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,549,313 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,549,313 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $47,870,975 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $41,788,680 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$234,585 | UnrelatedBusinessRevenueAmt |
| Exclusion | $248,647 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,640,543 | TotalAmt |
| Program Services | $11,640,543 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $577,642 | TotalAmt |
| Program Services | $209,429 | ProgramServicesAmt |
| Management And General | $194,207 | ManagementAndGeneralAmt |
| Fundraising | $174,006 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,467,517 | TotalAmt |
| Program Services | $11,965,945 | ProgramServicesAmt |
| Management And General | $1,143,034 | ManagementAndGeneralAmt |
| Fundraising | $358,538 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $319,659 | TotalAmt |
| Program Services | $278,110 | ProgramServicesAmt |
| Management And General | $31,687 | ManagementAndGeneralAmt |
| Fundraising | $9,862 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,392,829 | TotalAmt |
| Program Services | $2,615,645 | ProgramServicesAmt |
| Management And General | $684,344 | ManagementAndGeneralAmt |
| Fundraising | $92,840 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,036,465 | TotalAmt |
| Program Services | $905,391 | ProgramServicesAmt |
| Management And General | $93,187 | ManagementAndGeneralAmt |
| Fundraising | $37,887 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,441 | TotalAmt |
| Management And General | $59,441 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,677 | TotalAmt |
| Management And General | $59,677 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,205 | TotalAmt |
| Management And General | $16,205 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,250,085 | TotalAmt |
| Program Services | $1,070,065 | ProgramServicesAmt |
| Management And General | $175,138 | ManagementAndGeneralAmt |
| Fundraising | $4,882 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $708,444 | TotalAmt |
| Program Services | $688,639 | ProgramServicesAmt |
| Management And General | $14,501 | ManagementAndGeneralAmt |
| Fundraising | $5,304 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $143,699 | TotalAmt |
| Program Services | $102,128 | ProgramServicesAmt |
| Management And General | $27,278 | ManagementAndGeneralAmt |
| Fundraising | $14,293 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $694,147 | TotalAmt |
| Program Services | $542,673 | ProgramServicesAmt |
| Management And General | $147,474 | ManagementAndGeneralAmt |
| Fundraising | $4,000 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,717,687 | TotalAmt |
| Program Services | $1,713,270 | ProgramServicesAmt |
| Management And General | $4,417 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $970,599 | TotalAmt |
| Program Services | $852,432 | ProgramServicesAmt |
| Management And General | $51,275 | ManagementAndGeneralAmt |
| Fundraising | $66,892 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $326,652 | TotalAmt |
| Program Services | $324,212 | ProgramServicesAmt |
| Management And General | $2,440 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,263,468 | TotalAmt |
| Program Services | $3,168,826 | ProgramServicesAmt |
| Management And General | $83,998 | ManagementAndGeneralAmt |
| Fundraising | $10,644 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $375,298 | TotalAmt |
| Program Services | -$186 | ProgramServicesAmt |
| Management And General | $375,484 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MAINTENANCE AND REPAIRS | $2,286,777 | $2,061,518 | $211,298 | $13,961 |
| CARES ACT EXPENSES | $1,545,331 | $1,545,331 | ||
| UNCOLLECTIBLE ACCOUNTS | $830,102 | $651,410 | $178,692 | |
| OTHER EXPENSES | $740,955 | $336,749 | $404,067 | $139 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $949,613 | TotalAmt |
| Program Services | $856,222 | ProgramServicesAmt |
| Management And General | $72,527 | ManagementAndGeneralAmt |
| Fundraising | $20,864 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,372,835 | TotalAmt |
| Program Services | $41,528,352 | ProgramServicesAmt |
| Management And General | $4,030,371 | ManagementAndGeneralAmt |
| Fundraising | $814,112 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,993,500 | BOYAmt |
| EOY | $3,990,760 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,570,712 | BOYAmt |
| EOY | $1,733,200 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,011,393 | BOYAmt |
| EOY | $2,216,404 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $250,940 | BOYAmt |
| EOY | $356,528 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,346 | BOYAmt |
| EOY | $89,155 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $168,426 | BOYAmt |
| EOY | $174,977 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $82,701,245 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $46,017,011 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,985,536 | BOYAmt |
| EOY | $36,684,234 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,146,416 | BOYAmt |
| EOY | $10,826,660 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,192,269 | BOYAmt |
| EOY | $56,071,918 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,138,353 | BOYAmt |
| EOY | $4,955,328 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $269,261 | BOYAmt |
| EOY | $233,503 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,721,107 | BOYAmt |
| EOY | $2,422,103 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,296,681 | BOYAmt |
| EOY | $10,167,164 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,010,387 | BOYAmt |
| EOY | $2,184,895 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,636,470 | BOYAmt |
| EOY | $2,824,799 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,072,259 | BOYAmt |
| EOY | $22,787,792 | 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 | $29,704,136 | BOYAmt |
| EOY | $30,559,293 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,415,874 | BOYAmt |
| EOY | $2,724,833 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,120,010 | BOYAmt |
| EOY | $33,284,126 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,192,269 | BOYAmt |
| EOY | $56,071,918 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,498,140 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$248,405 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$4,085,619 | 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 | $189,428 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,944,616 | BeginningYearBalanceAmt |
| Contributions | $198,758 | ContributionsAmt |
| Investment Earnings Or Losses | $76,346 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $654,427 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $56,762 | AdministrativeExpensesAmt |
| End Year Balance | $17,508,531 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,197,269 | BeginningYearBalanceAmt |
| Contributions | $250,308 | ContributionsAmt |
| Investment Earnings Or Losses | $942,681 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $393,855 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $51,787 | AdministrativeExpensesAmt |
| End Year Balance | $17,944,616 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,313,944 | BeginningYearBalanceAmt |
| Contributions | $191,506 | ContributionsAmt |
| Investment Earnings Or Losses | $1,190,429 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $448,219 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $50,391 | AdministrativeExpensesAmt |
| End Year Balance | $17,197,269 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,876,423 | BeginningYearBalanceAmt |
| Contributions | $222,883 | ContributionsAmt |
| Investment Earnings Or Losses | $1,655,976 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $395,326 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $46,012 | AdministrativeExpensesAmt |
| End Year Balance | $16,313,944 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,878,562 | BeginningYearBalanceAmt |
| Contributions | $272,061 | ContributionsAmt |
| Investment Earnings Or Losses | $74,463 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $304,890 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $43,773 | AdministrativeExpensesAmt |
| End Year Balance | $14,876,423 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.16280 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.83720 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,814,189 | OtherCostOrOtherBasisAmt |
| Book Value | $1,814,189 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $50,477,424 | OtherCostOrOtherBasisAmt |
| Depreciation | $26,103,674 | DepreciationAmt |
| Book Value | $24,373,750 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $804,862 | OtherCostOrOtherBasisAmt |
| Depreciation | $347,736 | DepreciationAmt |
| Book Value | $457,126 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,070,202 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,456,082 | DepreciationAmt |
| Book Value | $2,614,120 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $20,534,568 | OtherCostOrOtherBasisAmt |
| Depreciation | $13,109,519 | DepreciationAmt |
| Book Value | $7,425,049 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $36,684,234 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)
| DescDesc | AmtAmt |
|---|---|
| POST RETIREMENT | $969,792 |
| ASSETS RETIREMENT OBLIGATION | $646,997 |
| INTEREST RATE EXCHANGE AGREEMENTS | $381,203 |
| ANNUITY OBLIGATIONS | $217,807 |
| STUDENT DEPOSITS | $244,406 |
| AGENCY FUNDS | $364,594 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,824,799 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 1A: | WORKS OF ART ARE INCLUDED WITH THE UNIVERSITY'S ASSETS, AND ON DISPLAY ON CAMPUS FOR PUBLIC VIEWING |
| PART V, LINE 4: | THE PURPOSE OF THE ENDOWMENT FUNDS IS TO SUBSIDIZE SCHOLARSHIPS, PROFESSORSHIPS, AND GENERAL OPERATIONS OF THE UNIVERSITY USING INVESTMENT INCOME TRANSFERRED TO LAKELAND UNIVERSITY ANNUALLY BY THE FOUNDATION. |
| PART X, LINE 2: | THE UNIVERSITY AND THE FOUNDATION ARE EXEMPT FROM FEDERAL AND STATE INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 71.26(1)(A) OF THE WISCONSIN STATUTES, RESPECTIVELY. HOWEVER, THE UNIVERSITY IS SUBJECT TO INCOME TAXES ON ANY INCOME THAT IS DERIVED FROM A TRADE OF BUSINESS REGULARLY CARRIED ON AND NOT IN FURTHERANCE OF THE PURPOSES FOR WHICH IT WAS GRANTED EXEMPTION. NO INCOME TAX PROVISION HAS BEEN RECORDED AS NET INCOME, IF ANY, FROM UNRELATED TRADE OR BUSINESS IS INSIGNIFICANT. 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, 2020 OR 2019. THE UNIVERSITY'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. |
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 | ALL APPLICATIONS AND ADVERTISING CONTAIN STATEMENTS AS TO THE NONDISCRIMINATORY POLICY OF THE UNIVERSITY. |
| SCHEDULE E, PART I, LINE 6 | LAKELAND UNIVERSITY DID NOT RECEIVE ANY FEDERAL OR STATE GRANTS IN FISCAL YEAR 2019-2020. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $0 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $0 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | LAKELAND REQUESTS BACKUP FOR THE PAYEE, DATE, AMOUNT AND PURPOSE. WE DID NOT RECEIVE ANY FOREIGN CONTRIBUTIONS. |
| PART III ACCOUNTING METHOD: | |
| PART IV, LINE 1: | STATEMENT PURSUANT TO SECTION 1.351-3(A) BY LAKELAND UNIVERSITY EIN: 39-0821861 A SIGNIFICANT TRANSFEROR ATTACHED TO AND MADE PART OF FORM 990 RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX FOR THE TAXABLE YEAR ENDED JUNE 30, 2020 STATEMENT FILED PURSUANT TO TREAS. REG. SECTION 1.3513(A) 1. THE TRANSFEREE CORPORATION IS LUJM K.K., A FOREIGN CORPORATION ORGANIZED UNDER THE LAWS OF JAPAN. 2. ON FEBRUARY 17, 2020, LAKELAND UNIVERSITY CONTRIBUTED CASH TO LUJM K.K. THROUGH ITS DIRECT OWNERSHIP OF LUJM K.K. 3. THE TRANSFERRED CASH HAD AN AGGREGATE FAIR MARKET VALUE OF $5,391 AND AN AGGREGATE BASIS OF $5,391 IMMEDIATELY BEFORE THE EXCHANGE. 4. THERE WAS NO PLR ISSUED IN CONNECTION WITH THIS SECTION 351 EXCHANGE |
| PART IV, LINE 1: | STATEMENT PURSUANT TO SECTION 1.351-3(A) BY LAKELAND UNIVERSITY EIN: 39-0821861 A SIGNIFICANT TRANSFEROR ATTACHED TO AND MADE PART OF FORM 990 RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX FOR THE TAXABLE YEAR ENDED JUNE 30, 2020 STATEMENT FILED PURSUANT TO TREAS. REG. SECTION 1.351-3(A) 1. THE TRANSFEREE CORPORATION IS LUJM K.K., A FOREIGN CORPORATION ORGANIZED UNDER THE LAWS OF JAPAN. 2. ON MARCH 31, 2020, LAKELAND UNIVERSITY CONTRIBUTED CASH TO LUJM K.K. THROUGH ITS DIRECT OWNERSHIP OF LUJM K.K. 3. THE TRANSFERRED CASH HAD AN AGGREGATE FAIR MARKET VALUE OF $1,102,425 AND AN AGGREGATE BASIS OF $1,102,425 IMMEDIATELY BEFORE THE EXCHANGE. 4. THERE WAS NO PLR ISSUED IN CONNECTION WITH THIS SECTION 351 EXCHANGE |
| PART IV, LINE 1: | LAKELAND UNIVERSITY EIN: 39-0821861 STATEMENT ATTACHED TO AND MADE PART OF FORM 990 RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX FOR THE TAXABLE YEAR ENDED JUNE 30, 2020 STATEMENT FILED PURSUANT TO TREAS. REG. SECTION 1.6038B-1(C) AND TEMP. REG. SECTION 1.6038B-1T(C) 1. NAME OF TRANSFEROR: LAKELAND UNIVERSITY EIN: 39-0821861 ADDRESS: W3718 SOUTH DR. PLYMOUTH, WI 53073 2. NAME OF TRANSFEREE: LUJM K.K. REFERENCEID: LUJMKK ADDRESS: 5-7-12 SHINJUKU, SHINJUKU-KU 160-0022, TOKYO, JAPAN COUNTRY OF INCORPORATION: JAPAN ON FEBRUARY 17, 2020 AND MARCH 31, 2020 CASH OF $5,391 AND $1,102,425, RESPECTIVELY, WAS TRANSFERRED FROM LAKELAND UNIVERSITY TO LUJM K.K. IN A TRANSACTION DESCRIBED UNDER TREAS. REG. SECTION 1.351-3(A). LAKELAND UNIVERSITY RECEIVED 20 AND 10 SHARES OF COMMON STOCK, RESPECTIVELY, IN EXCHANGE FOR THE TRANSFERS OF CASH. 3. LAKELAND UNIVERSITY RECEIVED 30 TOTAL SHARES OF COMMON STOCK IN EXCHANGE FOR THE $1,107,816 CASH TRANSFER DESCRIBED UNDER TREAS. REG. SECTION 1.351-3(A) ABOVE. 4. THE ONLY PROPERTY TRANSFERRED WAS CASH OF $1,107,816. 5. N/A 6. N/A |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | BLASTERS GOLF TOURNAMENT | Event1Nm |
| Gross Receipts Event1 | $13,535 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $6,895 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $6,640 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $4,025 | RentFacilityCostsEvent1Amt |
| Entertainment Event1 | $2,837 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $1,512 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $13,535 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $6,895 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $6,640 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $4,025 | RentFcltyCostsTotalEventsAmt |
| Entertainment Total Events | $2,837 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $1,512 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $8,374 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$1,734 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (5 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| FEDERAL GRANTS | 760 | $2,798,075 |
| FEDERAL WORK STUDY | 260 | $200,730 |
| INSTITUTIONAL GRANTS | 854 | $12,398,037 |
| OUTSIDE GRANTS | 206 | $708,176 |
| STATE GRANTS | 277 | $842,271 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ALL GRANTS ARE DISBURSED TO THE STUDENTS ACCOUNTS DIRECTLY, ACCORDING TO GOVERNMENT REGULATIONS. ALL OUTSIDE GRANTS ARE APPLIED TO THE STUDENTS ACCOUNTS AS PER THE INSTRUCTIONS FROM THE GRANTOR. LAKELAND UNIVERSITY'S FINANCIAL AID DEPARTMENT MONITORS ALL GRANTS AND SCHOLARSHIPS USING POWERFAIDS SOFTWARE WHICH IS VERIFIED WITH COD BEFORE DISBURSEMENTS ARE PROCESSED FOR OUTSIDE AND OTHER INSTITUTIONAL AID. THE FINANCIAL AID DEPARTMENT FOLLOWS THE SAME PROCEDURES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | 0 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DAVID R BLACK | ||||||||||||||
| PRESIDENT | $173,987 | $0 | $0 | $0 | $10,245 | $0 | $5,100 | $0 | $12 | $0 | $189,344 | $0 | $0 | $0 |
| ELIZABETH BORGEN | ||||||||||||||
| EXECUTIVE VICE PRESIDENT | $117,894 | $0 | $0 | $0 | $47,697 | $0 | $3,637 | $0 | $1,435 | $0 | $170,663 | $0 | $0 | $0 |
| M SCOTT NIEDERJOHN | ||||||||||||||
| DEAN OF SCHOOL OF BUSINESS & ENTREPR | $92,541 | $0 | $0 | $0 | $63,225 | $0 | $3,658 | $0 | $11,308 | $0 | $170,732 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | TERMS OF THE PRESIDENT'S EMPLOYMENT REQUIRE THAT HE RESIDES IN ON-CAMPUS HOUSING AT THE EXPENSE OF THE INSTITUTION. | 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 & EDUCATIONAL FACILITIES AUTHORITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 391337855 | BondIssuerEIN |
| CUSIP | NONEAVAIL | CUSIPNum |
| Bond Issued | 2013-10-13 | BondIssuedDt |
| Issue Price | $14,250,000 | IssuePriceAmt |
| Purpose | REFINANCE OF THE 2010 BONDS FOR CONSTRUCTION OF FACILITIES | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $4,555,000 | RetiredAmt |
| Total Proceeds | $14,250,000 | TotalProceedsAmt |
| Capital Expenditures | $14,250,000 | CapitalExpendituresAmt |
| Refunding Tax Exempt Bonds | Yes (1) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | 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 | 0 | 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 | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | Yes (1) | NoRebateDueInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | Yes (1) | HedgeIdentifiedInBksAndRecInd |
Hedge Provider Name HedgeProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BMO HARRIS BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 5.000000000000 | TermOfHedgePct |
| Superintegrated Hedge | 0 | SuperintegratedHedgeInd |
| Hedge Terminated | 0 | HedgeTerminatedInd |
| 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 M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $190,200 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $2,006 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $22,929 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | GENERATOR | 1 | $34,385 | FAIR MARKET VALUE |
| Yes (X) | TICKETS FOR EVENT | 1 | $735 | FAIR MARKET VALUE |
| Yes (X) | ALUMNI EVENT | 1 | $432 | FAIR MARKET VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | THE FOLLOWING BOARD MEMBERS HAD A BUSINESS RELATIONSHIP WITH THE ORGANIZATAION: DEBRA ANSAY, TRYG JACOBSON, ROBERT MELZER, LOLA ROEH. |
| FORM 990, PART VI, SECTION A, LINE 3 | EACH BOARD MEMBER HAS ONE VOTE. THERE IS A WIDE VARIETY OF BACKGROUND. THE BOARD OF TRUSTEES HAS FIDUCIARY AUTHORITY OVER STRATEGIC DECISION MAKING OVER THE ORGANIZATION. |
| FORM 990, PART VI, SECTION B, LINE 11B | ALL MEMBERS OF THE FINANCE COMMITTEE ARE PROVIDED WITH THE DRAFT OF THE 990 BEFORE FILING FOR REVIEW. FURTHER, THE 990 IS MADE AVAILABLE FOR ALL BOARD MEMBERS, PUBLISHED ON THE TRUSTEE PORTAL AND NOTIFICATIONS ARE SENT TO ALL TRUSTEES. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE PRESIDENT AND VP FOR FINANCE AND OPERATIONS REVIEW ALL CONFLICT OF INTEREST AGREEMENTS AND IDENTIFY ANY ITEMS THAT MAY BE OF CONCERN. |
| FORM 990, PART VI, SECTION B, LINE 15 | LAKELAND'S HR DEPARTMENT PROVIDES THE CHAIRMAN OF THE BOARD COMPARATIVE DATA. LAKELAND'S POLICY AND RECOMMENDATIONS ARE REVIEWED BY THE CHAIRPERSON AND ARE DISCUSSED WITH THE EXECUTIVE COUNCIL IF NECESSARY. LAKELAND'S HR DEPARTMENT PROVIDES THE PRESIDENT COMPARATIVE DATA AND THE SALARIES ARE REVIEWED ANNUALLY THROUGH THE BUDGET CYCLE. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S DOCUMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | MATURED ANNUITIES -10,322. ACCRETION EXPENSE -80,854. ADJUSTMENT OF ACTUARIAL LIABILITY FOR ANNUITIES PAYABLE 5,557. RESTRICTED PLEDGES FORGIVEN FOR DISCOUNTED PURPOSES -4,000,000. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAKELAND UNIVERSITY FOUNDATION INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | W3718 SOUTH DRIVE | AddressLine1Txt |
| City | PLYMOUTH | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53073 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391655132 | EIN |
| Primary Activities | TO PROVIDE SCHOLARSHIPS TO LAKELAND UNIVERSITY | PrimaryActivitiesTxt |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 7 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAKELAND UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAKELAND UNIVERSITY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionTypeTxt |
| Involved | $654,427 | InvolvedAmt |
| Method Of Amount Determination | CASH | MethodOfAmountDeterminationTxt |