2020-05-15T15:12:47-05:00 2019-06-30 410746749 CLIFTONLARSONALLEN LLP 100 CITY CENTER PO BOX 2886 OSHKOSH WI 54903 990 2018-07-01 237179639 WISCONSIN LUTHERAN COLLEGE INC WISC 4144438800 8800 WEST BLUEMOUND ROAD MILWAUKEE WI 53226 GARY A SCHMID VICE PRESIDENT FINANCE 4144438800 2020-05-13 1 SARAH HOFKENS P01297845 9202315890 2020-05-13 67.137.57.251 2020-05-13 11:10:17 CD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 D56E1AE3E365CF93A146BF3DB20B42C83369E87C 2018 2021-01-29 14:40:06Z DANIEL JOHNSON 8800 WEST BLUEMOUND ROAD MILWAUKEE WI 53226 56188711 0 1773 X WWW.WLC.EDU X 1973 WI WISCONSIN LUTHERAN COLLEGE IS A PRIVATE, FOUR-YEAR LIBERAL ARTS COLLEGE. 29 29 940 100 -572 -572 7773064 15006990 32503640 35005129 1701679 1621493 737961 916547 42716344 52550159 13128215 14683219 0 0 15157997 15153347 0 0 1627719 15634734 16049965 43920946 45886531 -1204602 6663628 109823875 113498157 53728135 51785935 56095740 61712222 X WISCONSIN LUTHERAN COLLEGE IS AN INDEPENDENT, NATIONALLY RANKED CHRISTIAN LIBERAL ARTS COLLEGE THAT SERVES TRADITIONAL, ADULT DEGREE COMPLETION, AND GRADUATE STUDENTS. WLC PREPARES STUDENTS FOR LIVES OF CHRISTIAN LEADERSHIP AND HAS BEEN RECOGNIZED FOR ITS ACADEMIC EXCELLENCE AND SUPERIOR STUDENT EXPERIENCE. CHRISTIAN FACULTY WORK DIRECTLY WITH STUDENTS, WHO BENEFIT FROM NUMEROUS RESEARCH, SERVICE, AND CO-CURRICULAR OPPORTUNITIES DESIGNED TO ENHANCE ACADEMIC AND SPIRITUAL GROWTH IN A NURTURING AND CARING ENVIRONMENT. WLC'S MISSION IS TO PROVIDE AN OPPORTUNITY TO ITS STUDENTS FOR AN EDUCATION ROOTED IN THE LIBERAL ARTS WHILE KEEPING WITH THE THEOLOGICAL FOUNDATION OF ITS CONFERENCE CONGREGATIONS AND THE WI EVANGELICAL LUTHERAN SYNOD. FOR 2018-19,WLC REPORTED ITS HIGHEST EVER FRESHMAN ENROLLMENT, NUMBER OF STUDENTS LIVING ON CAMPUS, AND NUMBER OF STUDENTS PARTICIPATING IN ONE OR MORE OF WLC'S 17 NCAA DIVISION 3 SPORTS. OVER THE PAST 10 YEARS, WLC HAS GROWN ITS ENROLLMENT BY MORE THAN 79%. 0 0 26086485 14683219 28193688 INSTRUCTION AND ACADEMIC SUPPORT: WISCONSIN LUTHERAN COLLEGE OFFERS NATIONALLY RANKED ACADEMIC PROGRAMS IN A CHRISTIAN ENVIRONMENT. STUDENTS PARTICIPATE IN SMALL CLASSES AND RECEIVE ONE-ON-ONE MENTORING FROM PROFESSORS. WLC DOES NOT USE TEACHING ASSISTANTS. THE COLLEGE PREPARES ITS 1,200 TRADITIONAL, ADULT, AND GRADUATE STUDENTS TO BE CHRISTIAN LEADERS IN THEIR CHOSEN ACADEMIC FIELDS. TRADITIONAL UNDERGRADUATE STUDENTS CAN CHOOSE TO MAJOR OR MINOR IN A VARIETY OF PROGRAMS, INCLUDING BUSINESS, NURSING, EDUCATION, SPORT AND EXERCISE SCIENCE, AND BIOLOGY. WLC ALSO OFFERS FIVE PRE-PROFESSIONAL PROGRAMS INCLUDING PRE-LAW, PRE-VETERINARY, PRE-ENGINEERING, PRE-MEDICAL, AND PRE-DENTAL. WLC HAS FORGED PARTNERSHIPS WITH RENOWNED COLLEGES AND UNIVERSITIES ACROSS THE COUNTRY TO PROVIDE DUAL DEGREE OPPORTUNITIES FOR STUDENTS. DUAL DEGREE AFFILIATIONS ALLOW STUDENTS TO EARN TWO DEGREES, AN UNDERGRADUATE DEGREE FROM WLC AND A GRADUATE DEGREE FROM ANOTHER COLLEGE OR UNIVERSITY. MANY PROGRAMS OFFER STUDENTS THE ABILITY TO CONDENSE THEIR TIME IN SCHOOL (OFTEN A YEAR OR MORE), WHICH SAVES THEM MONEY ON TUITION COSTS AND ALLOWS THEM TO ENTER THE WORKPLACE SOONER. THE DUAL DEGREE PROGRAMS AT WLC INCLUDE CHIROPRACTIC CARE, DENTAL MEDICINE, ENGINEERING, LAW, OCCUPATIONAL THERAPY, OPTOMETRY, OSTEOPATHIC MEDICINE, PHARMACY, PHYSICAL THERAPY, AND PODIATRY. IN 2019, THROUGH AN ANONYMOUS GIFT, WLC RENOVATED TWO EXISTING SPACES ON CAMPUS TO MEET THE NEEDS OF CURRENT AND FUTURE STUDENTS. THE DEDICATED SCIENCE BUILDING, GENERAC HALL, WAS EQUIPPED WITH NEW LABS, INCLUDING ANATOMY, PHYSIOLOY, AND SPORT AND EXERCISE SCIENCE. THESE NEW LABS, ALONG WITH ADDITIONAL CLASSROOM AND STUDENT GATHERING SPACES, ARE A WELCOME ADDITION TO THE 30 PERCENT OF WLC STUDENTS WHO ARE PURSUING A MAJOR IN THE HEALTH AND LIFE SCIENCES. THE GIFT ALSO PROVIDED A NEW SPORTS PERFORMANCE CENTER FOR STUDENT-ATHLETES, AN EXPANDED FITNESS CENTER FOR ALL STUDENTS, A DEDICATED GOLF CENTER, AND NEW SIMULATION EQUIPMENT FOR YEAR-ROUND TRAINING. 7162823 6588008 AUXILARY ENTERPRISES AND STUDENT SERVICES: THROUGH THE OFFICE OF RESIDENCE LIFE, WISCONSIN LUTHERAN COLLEGE OFFERED GUIDANCE, SUPPORT, ACTIVITIES, AND CAMPUS HOUSING TO 673 STUDENTS WHO LIVED IN 44 COLLEGE-OWNED BUILDINGS IN 2018-2019. OUTSIDE GROUPS AND CAMP ATTENDEES ALSO UTILIZED CAMPUS HOUSING DURING THE SUMMER. THE COLLEGE MANAGES DINING FACILITIES FOR ITS RESIDENT STUDENTS, COMMUTERS, FACULTY, STAFF, GUESTS, AND OUTSIDE GROUPS THAT HOLD EVENTS AND CONFERENCES AT THE COLLEGE. 6505906 223433 PUBLIC SERVICE AND INSTITUTIONAL: WISCONSIN LUTHERAN COLLEGE SERVES ITS COMMUNITY THROUGH A VARIETY OF PROGRAMS. STUDENTS PERFORM SERVICE PROJECTS LOCALLY, NATIONALLY, AND INTERNATIONALLY THROUGH THE OFFICE OF CAMPUS MINISTRY, WARRIORS AT WORK, NEW FRIENDS, AND OTHER CAMPUS ORGANIZATIONS. 39755214 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 0 1 1 0 1 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 1 1 0 1 1 0 0 0 0 1 0 0 0 1 42 0 940 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 X 29 29 1 0 0 0 0 1 0 1 1 0 0 0 1 1 1 1 0 1 1 1 1 X GARY A SCHMID 4144438800 8800 WEST BLUEMOUND RD MILWAUKEE WI 53226 MARK NEUMANN CHAIRMAN 3.00 X X 0 0 0 PETE AISBET VICE CHAIRMAN 1.30 X X 0 0 0 STEVEN BOETTCHER REGENT 0.90 X 0 0 0 MATTHEW BUROW REGENT 0.90 X 0 0 0 REV JAMES BUSKE REGENT 0.90 X 0 0 0 GARY DRSKA REGENT 0.90 X 0 0 0 BRUCE EBERLE REGENT 0.90 X 0 0 0 DR GERALD FISCHER REGENT 0.90 X 0 0 0 REV DR KENNETH FISHER SECRETARY 1.30 X X 0 0 0 STEPHEN GRANBERG REGENT 0.90 X 0 0 0 DR TERRY GUELDNER REGENT 0.90 X 0 0 0 JEFF GUNN REGENT 0.90 X 0 0 0 CARLOS LEYRER REGENT 0.90 X 0 0 0 CHARLES KLUENKER REGENT 0.90 X 0 0 0 DR R BOWEN LOFTIN REGENT 0.90 X 0 0 0 JAMIE LEUHRING REGENT 0.90 X 0 0 0 KERRY WOODY REGENT 0.90 X 0 0 0 REV SNOWDEN G SIMS REGENT 0.90 X 0 0 0 TOM PLATH REGENT 0.90 X 0 0 0 KENT RAABE TREASURER 1.30 X X 0 0 0 DR WILLIAM RAASCH REGENT 0.90 X 0 0 0 JIM REINERT REGENT 0.90 X 0 0 0 PAUL SCRIVER REGENT 0.90 X 0 0 0 DR ZACH SHIELS REGENT 0.90 X 0 0 0 C DANIEL STEFFERUD REGENT 0.90 X 0 0 0 DR GARY STIMAC REGENT 0.90 X 0 0 0 LAWRENCE TOTSKY REGENT 0.90 X 0 0 0 WILLIAM TREFFERT REGENT 0.90 X 0 0 0 DR RONALD WHITE REGENT 0.90 X 0 0 0 REV JARED OLDENBURG REGENT 0.90 X 0 0 0 GREG PATTERSON REGENT 0.90 X 0 0 0 SCOTT MAYER REGENT 0.90 X 0 0 0 DANIEL JOHNSON PRESIDENT 40.00 X 155274 0 59592 DR JOHN KOLANDER PROVOST 40.00 X 95298 0 51847 GARY SCHMID VP FINANCE 40.00 X 69477 0 61072 320049 0 172511 1 0 1 0 TRINITY HOME GROUP LLC 8526 S STONE CREEK DRIVE OAK CREEK WI 53154 MAINTENANCE/HOUSEKEEPING 1711980 8800 CONCORD LLC - WESTBURY BANK 17160 W NORTH AVENUE BROOKFIELD WI 53005 STUDENT HOUSING 1410452 SODEXO INC 13555 BISHOPS CT STE 250 BROOKFIELD WI 53005 FOOD SERVICES 900356 GFC LEASING WI 11021 W LINCOLN AVE MILWAUKEE WI 53227 EQUIPMENT MAINTENANCE 194813 CATCON LLC 833 E MICHIGAN ST STE 1000 MILWAUKEE WI 53202 CONSTRUCTION/REMODELING 155824 7 565539 230720 14210731 436130 15006990 TUITION AND FEES 900099 28376329 28376329 AUXILIARY ENTERPRISES 611710 6588008 6588008 THEATRE INCOME 900099 40792 40792 35005129 482256 482256 34899 34899 558396 132974 425422 425422 15896 409526 4227411 250 3088424 0 1138987 250 1139237 1139237 450410 565539 356919 93491 93491 88519 60235 28284 -624 28908 334451 -15844 350295 334451 52550159 35005129 -572 2538612 14683219 14683219 613353 146460 128177 338716 10562518 8960807 1142606 459105 853690 697113 95012 61565 2341971 2113747 145364 82860 781815 635992 87516 58307 23417 23417 43922 43922 64850 64850 258607 165856 92751 1399689 767748 551442 80499 1157070 487267 669803 1621772 1526313 95459 412677 387696 6146 18835 62229 52049 7945 2235 1331964 999455 332509 2945437 2874406 71031 227618 461 227157 6500713 5256625 718491 525597 45886531 39755214 4503598 1627719 109828 1359508 694640 5448489 894966 548767 699513 741865 33276 55946 29161 14241 127656712 56222681 72120166 71434031 19161441 15926661 15140418 17010853 940466 957796 109823875 113498157 308826 305134 276960 261825 46880000 46530000 4044457 3730596 2217892 958380 53728135 51785935 X 33457814 31102372 15354499 22987550 7283427 7622300 56095740 61712222 109823875 113498157 X 6663628 109088 -1156234 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 31066153 3003310 146553 1400000 32816016 30559409 175969 1730775 1400000 31066153 28308430 877489 2773490 1400000 30559409 29087696 1140308 -519574 1400000 28308430 24871974 5134476 481246 1400000 29087696 0.42240 0.23230 0.34530 0 0 15796653 15796653 90688963 40527329 50161634 201160 151854 49306 17966149 14027655 3938494 3003787 1515843 1487944 71434031 LIMITED PARTNERSHIPS 1435243 F HEDGE FUNDS 8026348 F REAL ESTATE FUNDS 1271447 F VENTURE CAPITAL FUNDS 135054 F DOMESTIC PRIVATE EQUITY FUNDS 2176053 F INTERNATIONAL PRIVATE EQUITY FUNDS 1706812 F INVESTMENT IN 8800 CONCORD LLC 57450 F OTHER POOLERS FUNDS 2202446 F 17010853 DEPOSITS 204719 ANNUITIES PAYABLE 218043 CAPITAL LEASES 525509 AGENCY FUNDS 10109 958380 X PART V, LINE 4: EARNINGS ON THE ENDOWMENT ARE USED PRIMARILY TO FUND SCHOLARSHIPS FOR UNDERGRADUATE STUDENTS. PART X, LINE 2: WISCONSIN LUTHERAN COLLEGE, INC. IS ORGANIZED AS A WISCONSIN NONPROFIT CORPORATION AND HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE (IRS) AS EXEMPT FROM FEDERAL INCOME TAXES UNDER IRC SECTION 501(A) AS ORGANIZATIONS DESCRIBED IN INTERNAL REVENUE CODE (IRC) SECTION 501(C)(3), QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER IRC SECTIONS 170(B)(1)(A)(I), AND HAS BEEN DETERMINED NOT TO BE PRIVATE FOUNDATIONS UNDER IRC SECTIONS 509(A)(1). THE ENTITY IS ANNUALLY REQUIRED TO FILE A RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) WITH THE IRS. IN ADDITION, THE ENTITY IS SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO THEIR EXEMPT PURPOSES. THE ENTITY FILES AN EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN (FORM 990-T) WITH THE IRS TO REPORT ITS UNRELATED BUSINESS TAXABLE INCOME. 1 1 0 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 OUR NON-DISCRIMINATION POLICIES ARE PUBLIC AND REPRESENTED IN OUR STUDENT GUIDES AND WEBSITE. SCHEDULE E, PART I, LINE 6 THE COLLEGE RECEIVES AND ADMINISTERS FEDERAL FINANCIAL AID (TITLE IV) INCLUDING PELL GRANTS, DIRECT LOANS AND FEDERAL WORK-STUDY. 1 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 PROGRAM SERVICES STUDY TOUR 27309 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 PROGRAM SERVICES STUDY TOUR 85865 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, 0 0 PROGRAM SERVICES STUDY TOUR / HUMANITARIAN AID 30901 0 0 0 0 0 0 144075 0 144075 0 0 0 0 0 0 GOLF OUTING 108528 89978 18550 74405 1737 DIVINE SERVANT EVENT 903258 475561 427697 280777 1011786 565539 446247 74405 282514 356919 89328 1 INSTITUTIONAL MERIT AND NEED BASED AID 921 14683219 PART I, LINE 2: WLC AWARDS SCHOLARSHIPS AND GRANTS TO QUALIFIED STUDENTS MEETING CERTAIN FINANCIAL NEED TESTS AND ACADEMIC MERIT LEVELS. STUDENTS RECEIVING FINANCIAL ASSISTANCE MUST MEET SPECIFIC CRITERIA SUCH AS ACADEMIC ACHIEVEMENT, FINE ARTS ABILITIES, FINANCIAL NEED, OR OTHER SIMILAR STANDARDS SET BY THE BOARD OF REGENTS OR DONORS OF RESTRICTED OR ENDOWED FUNDS. X X X 1 1 X X X 0 0 0 0 0 0 0 0 0 DANIEL JOHNSON PRESIDENT 155274 0 0 0 0 0 5796 0 53796 0 214866 0 0 0 A WI HEALTH & EDUCATIONAL FACILITIES AUTHORITY 391337855 2012-02-23 48850000 CONSTRUCTION AND EQUIPPING OF CERTAIN EDUCATIONAL FACILITIES 0 0 0 A 48850000 48670000 180000 2006 1 0 1 1 A 0 0 0 0 0 0 0 A 1 1 0 0 0 0 A 1 DAN JOHNSON - DISCLOSURE SUBJECT TO DAN JOHNSON IS THE PRESIDENT OF THE COLLEGE 58820 SCHOLARSHIP MATTHEW BUROW GARY STIMAC KENT RA BOARD MEMBERS / PARTNERS IN 8800 CONCORD, LLC 1410261 JOINT VENTURE 0 MATTHEW BUROW BOARD MEMBER/PARTNER IN CATALYST CONSTRUCTION 887868 REMODELING/CONSTRUCTION OF GENERAC AND REX PARKING 0 X 1 350000 APPRAISAL X SUPPLIES & EQUIPMENT 3 86130 COST 1 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 BOARD MEMBERS MATTHEW BUROW, GARY STIMAC, AND KENT RAABE ARE ALL PARTIAL OWNERS OF 8800 CONCORD, LLC. FORM 990, PART VI, SECTION A, LINE 7A ELECTION OF THE BOARD OF REGENTS RESTS WITH DELEGATES OF THE CONFERENCE OF CONGREGATIONS WHICH FOUNDED THE COLLEGE. FORM 990, PART VI, SECTION B, LINE 11B THE COMPLETE 990 IS REVIEWED BY MEMBERS OF THE PRESIDENT'S CABINET (PRESIDENT AND VICE PRESIDENTS) AND THE CHAIRMAN OF THE BOARD OF REGENTS. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY EACH MEMBER OF THE BOARD (REGENTS) ARE REQUIRED TO SUBMIT AN UPDATED STATEMENT REGARDING CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 TO DETERMINE COMPENSATION FOR THE CEO, EXECUTIVE DIRECTOR OR OTHER TOP MANAGEMENT OFFICIALS, USED CUPA STUDY DATA PLUS REVIEWED BY EXECUTIVE COMMITTEE FOR ANY RAISE OR INCREASE OVER THE STANDARD % GIVEN TO ALL EMPLOYEES. TO DETERMINE COMPENSATION FOR OTHER OFFICERS OR KEY EMPLOYEES, USED CUPA STUDY DATA PLUS REVIEWED BY EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -17,247. WITHDRAWAL OVER INCOME EARNED -1,138,987. 8800 CONCORD LLC 8800 WEST BLUEMOUND ROAD MILWAUKEE WI 53226 271463226 STUDENT HOUSING WI WISCONSIN LUTHERAN COLLEGE RELATED 294709 1774515 0 1 0.52580 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 8800 CONCORD LLC K 1410261 BOOK VALUE