CARROLL UNIVERSITY INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- CARROLL UNIVERSITY INC (EIN 39-0806325)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2012-11-12
- IRS object ID
- 201243179349302664
- Schema version
- 2011v1.2
- 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 G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-12T15:49:34-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390859910 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY VIRCHOW KRAUSE LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 115 SOUTH 84TH STREET SUITE 400 | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 53214 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390806325 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARROLL UNIVERSITY INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CARR | NameControl |
| Phone | 2625247200 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 N EAST AVENUE | AddressLine1 |
| City | WAUKESHA | City |
| State | WI | State |
| ZIP Code | 53186 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RONALD LOSTETTER | Name |
| Title | VP OF FINANCE | Title |
| Phone | 2625247200 | Phone |
| Date Signed | 2012-11-09 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TROY E MARINE CPA | Name |
| PTIN | P00187863 | PTIN |
| Phone | 4147775500 | Phone |
| Date Prepared | 2012-11-09 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | DOUGLAS HASTAD | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 N EAST AVENUE | AddressLine1 |
| City | WAUKESHA | City |
| State | WI | State |
| ZIP Code | 53186 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 156125947 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.CARROLLU.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1846 | YearFormation |
| State Legal Domicile | WI | StateLegalDomicile |
| Activity Or Mission Description | CARROLL UNIVERSITY PROVIDES A SUPERIOR EDUCATION, ROOTED IN ITS PRESBYTERIAN AND LIBERAL ARTS HERITAGE, AND DRAWS UPON ITS CHRISTIAN TRADITION TO PREPARE ALL STUDENTS FOR VOCATIONAL SUCCESS, LIFELONG LEARNING AND SERVICE IN A DIVERSE AND GLOBAL SOCIETY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 26 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 25 | NbrIndependentVotingMembers |
| Total Nbr Employees | 3008 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 419678 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -105426 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 4871475 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 10862277 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 80920772 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 92075924 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1961667 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2622330 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 453498 | OtherRevenuePriorYear |
| Other Revenue Current Year | 340925 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 88207412 | TotalRevenuePriorYear |
| Total Revenue Current Year | 105901456 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 27942350 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 31310177 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1355335 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1399199 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 105554 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1400013 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 51512964 | OtherExpensePriorYear |
| Other Expenses Current Year | 55990340 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 80810649 | TotalExpensesPriorYear |
| Total Expenses Current Year | 88805270 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 7396763 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 17096186 | RevenuesLessExpensesCY |
| Total Assets BOY | 131846381 | TotalAssetsBOY |
| Total Assets EOY | 146910067 | TotalAssetsEOY |
| Total Liabilities BOY | 22751350 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 21963364 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 109095031 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 124946703 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | CARROLL UNIVERSITY PROVIDES A SUPERIOR EDUCATION, ROOTED IN ITS PRESBYTERIAN AND LIBERAL ARTS HERITAGE, AND DRAWS UPON ITS CHRISTIAN TRADITION TO PREPARE ALL STUDENTS FOR VOCATIONAL SUCCESS, LIFELONG LEARNING AND SERVICE IN A DIVERSE AND GLOBAL SOCIETY. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 1 | SignificantChange |
| Expense | 25207634 | Expense |
| Revenue | 77820574 | Revenue |
| Description | INSTRUCTION & ACADEMIC SUPPORT - SERVICES PROVIDED TO SUPPORT STUDENTS IN THE CLASSROOM AND SUPPORT OF CLASSROOM. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 53940557 | Expense |
| Grants | 31310177 | Grants |
| Revenue | 14255350 | Revenue |
| Description | AUXILIARY & STUDENT SERVICES - SERVICES PROVIDED TO STUDENTS NOT RELATED TO THE CLASSROOM SUCH AS DORMITORY CHARGES AND BOARD PLANS AND SERVICES TO STUDENTS THAT ARE RELATED TO ACTIVITIES OUTSIDE THE CLASSROOM SUCH AS ATHLETICS, FINANCIAL AID AND ADMISSION. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 6130421 | Expense |
| Revenue | 0 | Revenue |
| Description | INSTITUTIONAL SUPPORT - SERVICES THAT SUPPORT THE ADMINISTRATIVE FUNCTIONS OF THE INSTITUTION INCLUDING DEPRECIATION, DEPLETION AND AMORTIZATION. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 85278612 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 1 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 1 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 80 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 3008 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 26 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 25 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | AK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | LA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ME | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RONALD LOSTETTER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2625247200 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 N EAST AVENUE | AddressLine1 |
| City | WAUKESHA | City |
| State | WI | State |
| ZIP Code | 53186 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (35 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| ALICE J MORAVA | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ANTHONY BRYANT | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| CHARMAINE PONKRATZ | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| CINDY MAYORAS | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| DAVID J VETTA | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| DEBORAH BLOCK | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| DENNIS PUNCHES | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| E JOHN RAASCH | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| GUY DISPIGNO | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JACK LOPPNOW | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JAMES DEJONG | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JAMES SCHNEIDER | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JEFFREY T CUMMISFORD | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JOANNE BRANDES | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JOSE OLIVIERI | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MARNA TESS-MATTNER | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| PERSHING E MACALLISTER | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| RUSSELL HARLAND | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| STEVEN C MILLER | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| TED BAKER | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| TERRY M MURPHY | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| THOMAS A QUADRACCI | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| TIMOTHY HANDO | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| TIMOTHY SULLIVAN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| TY TAYLOR | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| DOUGLAS HASTAD | |||||||
| PRESIDENT | 40.00 | 382700 | 0 | 64655 | X | ||
| JAMES V WISEMAN III | |||||||
| VP FOR ENROLLMENT | 40.00 | 188626 | 0 | 29166 | X | ||
| JOANNE PASSARO | |||||||
| PROVOST | 40.00 | 200501 | 0 | 44591 | X | ||
| RONALD LOSTETTER | |||||||
| VP OF FINANCE | 40.00 | 203172 | 0 | 49785 | X | ||
| STEPHEN KUHN | |||||||
| VP OF ADVANCEMENT | 40.00 | 196611 | 0 | 39393 | X | ||
| CHARLES BYLER | |||||||
| DEAN, HUMANITIES/SOCIAL SCIENCES | 40.00 | 113652 | 0 | 25049 | X | ||
| DEBRA JENKINS | |||||||
| CHIEF INFORMATION OFFICER | 40.00 | 140854 | 0 | 27824 | X | ||
| GREGORY KUHLEMEYER | |||||||
| ASSOC. PROF. OF BUSINESS | 40.00 | 116611 | 0 | 11198 | X | ||
| JANE HOPP | |||||||
| DEAN, DIV OF NATURAL & HLT | 40.00 | 134864 | 0 | 13688 | X | ||
| THERESA BARRY | |||||||
| DEAN OF STUDENTS | 40.00 | 124474 | 0 | 18149 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1802065 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 323498 | TotalOtherCompensation |
| Number Individuals GT100 K | 10 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (3 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| MICHAEL BEST & FRIEDRICH | |||||
| 100 E WISCONSIN AVENUE | MILWAUKEE | WI | 53202 | LEGAL SERVICES | 164304 |
| TIME WARNER CABLE | |||||
| 1610 N 2ND STREET PO BOX 3237 | MILWAUKEE | WI | 532013237 | CABLE | 148200 |
| REGIS UNIVERSITY | |||||
| 990 S BROADWAY SUITE 300 | DENVER | CO | 80209 | ONLINE LEARNING | 140600 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 3 | NumberOfContractorsGT100K |
| Fundraising Events | 48248 | FundraisingEvents |
| Government Grants | 817551 | GovernmentGrants |
| All Other Contributions | 9996478 | AllOtherContributions |
| Noncash Contributions | 29642 | NoncashContributions |
| Total Contributions | 10862277 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION AND FEES | 900099 | 77820574 | 77820574 |
| AUXILIARY ENTERPRISES | 611710 | 14255350 | 14255350 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 92075924 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1967875 | TotalRevenueColumn |
| Exclusion | $1,967,875 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 50843339 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 50188884 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 654455 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 654455 | TotalRevenueColumn |
| Exclusion | $654,455 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 22180 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 48248 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 35607 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -13427 | TotalRevenueColumn |
| Exclusion | -$13,427 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|
| SUMMER CONFERENCES | 721000 | 419678 | 419678 | |
| OTHER INCOME | 900099 | -65326 | -$65,326 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 354352 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 105901456 | TotalRevenueColumn |
| Related Or Exempt Function Income | 92075924 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 419678 | UnrelatedBusinessRevenue |
| Exclusion | $2,543,577 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31310177 | Total |
| Program Services | 31310177 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1399199 | Total |
| Management And General | 1216449 | ManagementAndGeneral |
| Fundraising | 182750 | Fundraising |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 105554 | Total |
| Fundraising | 105554 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3406147 | Total |
| Program Services | 2827822 | ProgramServices |
| Management And General | 578325 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | FundraisingFundraising |
|---|---|---|---|
| INSTRUCTION | 16718494 | 16718494 | |
| AUXILIARY ENTERPRISES | 12802120 | 12802120 | |
| STUDENT SERVICES | 8362692 | 8362692 | |
| INSTITUTIONAL SUPPORT | 7242130 | 6130421 | 1111709 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7458757 | Total |
| Program Services | 7126886 | ProgramServices |
| Management And General | 331871 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 88805270 | Total |
| Program Services | 85278612 | ProgramServices |
| Management And General | 2126645 | ManagementAndGeneral |
| Fundraising | 1400013 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 990431 | BOY |
| EOY | 1289815 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1673956 | BOY |
| EOY | 5785569 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2719480 | BOY |
| EOY | 2916592 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4000375 | BOY |
| EOY | 3857132 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1357960 | BOY |
| EOY | 1091265 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 108248607 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 50496289 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 56386948 | BOY |
| EOY | 57752318 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 63884008 | BOY |
| EOY | 73422671 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 833223 | BOY |
| EOY | 794705 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 131846381 | BOY |
| EOY | 146910067 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2784655 | BOY |
| EOY | 3074180 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 991048 | BOY |
| EOY | 792005 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11469319 | BOY |
| EOY | 10789222 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7506328 | BOY |
| EOY | 7307957 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22751350 | BOY |
| EOY | 21963364 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 49839997 | BOY |
| EOY | 59433444 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24984490 | BOY |
| EOY | 30784175 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34270544 | BOY |
| EOY | 34729084 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 109095031 | BOY |
| EOY | 124946703 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 131846381 | BOY |
| EOY | 146910067 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 17096186 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -1244514 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 41922315 | BeginningOfYearBalance |
| Contributions | 454296 | Contributions |
| Investment Earnings Or Losses | 419651 | InvestmentEarningsOrLosses |
| Other Expenditures | 1226125 | OtherExpenditures |
| End Of Year Balance | 41570137 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 32697229 | BeginningOfYearBalance |
| Contributions | 2792396 | Contributions |
| Investment Earnings Or Losses | 6432690 | InvestmentEarningsOrLosses |
| End Of Year Balance | 41922315 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 28642168 | BeginningOfYearBalance |
| Contributions | 1197554 | Contributions |
| Investment Earnings Or Losses | 2857507 | InvestmentEarningsOrLosses |
| End Of Year Balance | 32697229 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 39757097 | BeginningOfYearBalance |
| Contributions | 663233 | Contributions |
| Investment Earnings Or Losses | -11196575 | InvestmentEarningsOrLosses |
| Other Expenditures | 581587 | OtherExpenditures |
| End Of Year Balance | 28642168 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 0.81040 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.18960 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5968918 | OtherCostOrOtherBasis |
| Book Value | 5968918 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 68571889 | OtherCostOrOtherBasis |
| Depreciation | 27532738 | Depreciation |
| Book Value | 41039151 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5956950 | OtherCostOrOtherBasis |
| Depreciation | 2599746 | Depreciation |
| Book Value | 3357204 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 18496658 | OtherCostOrOtherBasis |
| Depreciation | 12339168 | Depreciation |
| Book Value | 6157490 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 9254192 | OtherCostOrOtherBasis |
| Depreciation | 8024637 | Depreciation |
| Book Value | 1229555 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 57752318 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (5 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| LIABILITIES UNDER SPLIT INTEREST AGREEMENTS | $1,110,949 |
| DEFERRED COMPENSATION | $735,658 |
| ASSET RETIREMENT OBLIGATION | $2,694,349 |
| U.S. GOVERNMENT GRANTS REFUNDABLE | $2,662,444 |
| OTHER LIABILITIES | $104,557 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 7307957 | TotalOfAmounts |
| Total Revenue | 105901456 | TotalRevenue |
| Total Expenses | 88805270 | TotalExpenses |
| Excess Or Deficit For Year | 17096186 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -1416521 | NetUnrealizedGLOnInvestments |
| Other | $172,007 | OtherAmount |
| Total Adjustments | -1244514 | TotalAdjustments |
| Excess Or Deficit Per FS | 15851672 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 73546853 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -1416521 | NetUnrealizedGainsInvestments |
| Other Revenues | 172007 | OtherRevenues |
| Revenue Not Rptd F990 | -1244514 | RevenueNotRptdF990 |
| Revenue Subtotal | 74791367 | RevenueSubtotal |
| Other Revenues Not Included | 31110089 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 31110089 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 105901456 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 57695181 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 200088 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 200088 | ExpensesNotRptdF990 |
| Expenses Subtotal | 57495093 | ExpensesSubtotal |
| Other Expenses Not Included | 31310177 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 31310177 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 88805270 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE ENDOWMENT FUNDS ARE USED TO SUPPORT ACADEMIC PROGRAMS AND SCHOLARSHIPS. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE UNIVERSITY FOLLOWS THE ACCOUNTING STANDARDS FOR CONTINGENCIES IN EVALUATING UNCERTAIN TAX POSITIONS. THE 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, 2012 AND 2011. THE TAX RETURNS FOR THE CURRENT YEAR AS WELL AS FISCAL YEARS 2009 AND THEREAFTER ARE OPEN TO EXAMINATION BY FEDERAL AND STATE AUTHORITIES. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | CHANGES IN VALUES OF SPLIT INTEREST AGREEMENTS 172,007. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | CHANGES IN VALUES OF SPLIT INTEREST AGREEMENTS 172,007. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | OTHER DIRECT FUND RAISING EXPENSE -35,607. GRANTS AND OTHER ASSISTANCE TO INDIVIDUALS 31,310,177. LOSS ON DISPOSAL OF FIXED ASSET EXCESS WITHDRAWALS OVER INCOME EARNED -164,481. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | OTHER DIRECT FUND RAISING EXPENSE 35,607. LOSS ON DISPOSAL OF FIXED ASSET EXCESS WITHDRAWALS OVER INCOME EARNED 164,481. | |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | GRANTS AND OTHER ASSISTANCE TO INDIVIDUALS 31,310,177. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 1 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION | SCHEDULE E, PART I, LINE 3 | THE FOLLOWING WAS PUBLISHED IN THE STUDENT HANDBOOK AND BROCHURES USED FOR THE RECRUITMENT OF STUDENTS "CARROLL UNIVERSITY DOES NOT DISCRIMINATE IN ANY MANNER CONTRARY TO LAW OR JUSTICE ON THE BASIS OF RACE, COLOR, SEX, AGE, RELIGION, SEXUAL ORIENTATION, NATIONAL ORIGIN, DISABILITY OR VETERANS STATUS IN ADMINISTRATION OF ITS EDUCATIONAL, ADMISSION, FINANCIAL AID, ATHLETIC, OR OTHER UNIVERSITY POLICIES AND PROGRAMS NOR IN THE EMPLOYMENT OF ITS FACULTY AND STAFF" |
| EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE | SCHEDULE E, PART I, LINE 6 | FINANCIAL AID AT CARROLL UNIVERSITY, INC. IS AVAILABLE TO STUDENTS WHO ARE DEGREE CANDIDATES, FOLLOWING GUIDELINES ESTABLISHED BY THE UNIVERSITY, THE U.S. DEPARTMENT OF EDUCATION AND THE WISCONSIN HIGHER EDUCATIONAL BOARD. THE UNIVERSITY RECEIVED FUNDS FROM THE FOLLOWING PROGRAMS ADMINISTERED BY THE U.S. DEPARTMENT OF EDUCATION AND HEALTH AND HUMAN SERVICES AND THE WISCONSIN HIGHER EDUCATION AIDS BOARD: FEDERAL PELL GRANT PROGRAM, FEDERAL SUPPLEMENTAL EDUCATION OPPORTUNITY GRANT PROGRAM, TEACH GRANT, FEDERAL PERKINS LOAN PROGRAM, FEDERAL COLLEGE WORK STUDY PROGRAM, FEDERAL STAFFORD LOANS, PARENTS' LOAN PROGRAM, NATIONAL SCIENCE FOUNDATION, WISCONSIN TUITION GRANT, WISCONSIN TIP GRANT, WISCONSIN MINORITY GRANT, WISCONSIN HANDICAP GRANT, WISCONSIN INDIAN GRANT, WISCONSIN ACADEMIC EXCELLENCE SCHOLARSHIP, WISCONSIN DEPARTMENT OF PUBLIC INSTRUCTIONS, DOCTOR OF PHYSICAL THERAPY PROGRAM GRADUATE SCHOLARSHIP FOR DISADVANTAGED STUDENTS, AND HEALTH RESOURCES SCHOLARSHIPS. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Agreement Ref Fundraising | 0 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SNAVELY ASSOCIATES | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1139 | AddressLine1 |
| City | STATE COLLEGE | City |
| State | PA | State |
| ZIP Code | 168041139 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | MARKETING AND COMMUNICATION MATERIALS CONSULTING | Activity |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFunds |
| Gross Receipts | 0 | GrossReceipts |
| Amount Retained By Contractor | 0 | AmountRetainedByContractor |
| Net To Organization | 105554 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net To Organization | 105554 | TotalNetToOrganization |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | WINE & BEER TASTING EVENT | NameOfEvent1 |
| Gross Receipts Event1 | 3763 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 1403 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 2360 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 4308 | OtherDirectExpensesEvent1 |
| Name Of Event2 | PIONEER GOLF CLASSIC | NameOfEvent2 |
| Gross Receipts Event2 | 66665 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 46845 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 19820 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 31299 | OtherDirectExpensesEvent2 |
| Gross Receipts Total | 70428 | GrossReceiptsTotal |
| Charitable Contributions Total | 48248 | CharitableContributionsTotal |
| Gross Revenue Total Events | 22180 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 35607 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 35607 | DirectExpenseSummaryEvents |
| Net Income Summary | -13427 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SCHOLARSHIPS | TypeOfGrant |
| Number Of Recipients | 3030 | NumberOfRecipients |
| Amount Of Cash Grant | 31310177 | AmountOfCashGrant |
| Method Of Valuation | FMV | MethodOfValuation |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: THE ORGANIZATION MAINTAINS A POLICY AND PROCEDURES MANUAL WHICH OUTLINES THE ORGANIZATION'S POLICY ON AWARDING FEDERAL, STATE, AND INSTITUTIONAL ASSISTANCE TO STUDENTS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (6 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DOUGLAS HASTAD | |||||||||||||
| 364318 | 0 | 0 | 0 | 18382 | 0 | 25000 | 0 | 39655 | 0 | 447355 | 0 | 0 | 0 |
| JAMES V WISEMAN III | |||||||||||||
| 187732 | 0 | 0 | 0 | 894 | 0 | 10000 | 0 | 19166 | 0 | 217792 | 0 | 0 | 0 |
| JOANNE PASSARO | |||||||||||||
| 198515 | 0 | 0 | 0 | 1986 | 0 | 20000 | 0 | 24591 | 0 | 245092 | 0 | 0 | 0 |
| RONALD LOSTETTER | |||||||||||||
| 199937 | 0 | 0 | 0 | 3235 | 0 | 20000 | 0 | 29785 | 0 | 252957 | 0 | 0 | 0 |
| STEPHEN KUHN | |||||||||||||
| 184779 | 0 | 0 | 0 | 11832 | 0 | 10000 | 0 | 29393 | 0 | 236004 | 0 | 0 | 0 |
| DEBRA JENKINS | |||||||||||||
| 139758 | 0 | 0 | 0 | 1096 | 0 | 0 | 0 | 27824 | 0 | 168678 | 0 | 0 | 0 |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BANK OF NEW YORK | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 953571558 | IssuerEIN |
| CUSIP Number | 97710VE46 | CUSIPNumber |
| Date Issued | 2006-05-03 | DateIssued |
| Issue Price | 6326043 | IssuePrice |
| Description Of Purpose | BUILDING IMPROVEMENT | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Pool Financing | 0 | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Proceeds | 6326043 | TotalProceeds |
| Amount In Reserve Fund | 493778 | AmountInReserveFund |
| Issuance Costs From Proceeds | 126521 | IssuanceCostsFromProceeds |
| Capital Expenditures | 6305000 | CapitalExpenditures |
| Year Of Subst Completion | 2008 | YearOfSubstCompletion |
| Current Refunding | 0 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 1 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 0 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Post Issuance Compliance Procdrs | 1 | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | 1 | Form8038TFiled |
| Variable Rate Issue | 0 | VariableRateIssue |
| Hedge Identified In Books And Recds | 0 | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Exception To Rebate | 0 | ExceptionToRebate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fed Tax Requirements Compliance | X | FedTaxRequirementsCompliance |
Schedule L IRS990ScheduleL
Form990 Schedule L Part III Form990ScheduleLPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Interested Person | DISCLOSURE SUBJECT TO | NameOfInterestedPerson |
| Relationship With Organization | FERPA LAWS | RelationshipWithOrganization |
| Amount Of Grant | 24749 | AmountOfGrant |
| Type Of Assistance | SCHOLARSHIP | TypeOfAssistance |
Form990 Schedule L Part IV Form990ScheduleLPartIV (6 entries)
| RelationshipRelationship | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|
| BENECO INC | ||
| STEVE MILLER IS PRESIDENT OF BENECO, INC. & A TRUSTEE OF ORGANIZATION | CARROLL UNIVERSITY ALSO ENGAGED BENECO, INC. DURING THE YEAR ENDED JUNE 30, 2012 TO CONSULT THE UNIVERSITY ON INSURANCE PLAN ARRANGEMENTS. STEVE MILLER, WHO IS ON THE CARROLL UNIVERSITY BOARD OF TRUSTEES, SERVES AS PRESIDENT OF BENECO, INC.. BENECO, INC. RECEIVES COMMISSIONS FROM INSURANCE VENDORS BASED ON CARROLL UNIVERSITY'S INSURANCE CONTRACT CHOICES. CARROLL UNIVERSITY DOES NOT PAY ANY COMMISSIONS DIRECTLY TO BENECO, INC. | 0 |
| QUADGRAPHICS | ||
| THOMAS QUADRACCI IS CEO OF QUADRAPHICS & A TRUSTEE OF ORGANIZATION | DURING THE YEAR ENDED JUNE 30, 2012, CARROLL UNIVERSITY ALSO CONTRACTED WITH QUADGRAPHICS TO PRINT COURSE CATALOGS AND OTHER MATERIALS FOR THE UNIVERSITY. THOMAS QUADRACCI, WHO IS ON THE CARROLL UNIVERSITY BOARD OF TRUSTEES, IS CHAIRMAN AND CEO OF QUADGRAPHICS. THE PURCHASE OF PRINTED MATERIALS FROM QUADGRAPHICS WAS CONDUCTED IN AN ARMS LENGTH TRANSACTION. | 0 |
| WAUKESHA STATE BANK | ||
| TY TAYLOR IS PRESIDENT OF WAUKESHA STATE BANK & A TRUSTEE OF THE ORG | DURING THE YEAR ENDED JUNE 30, 2012, CARROLL UNIVERSITY ENGAGED IN BUSINESS WITH WAUKESHA STATE BANK. TY TAYLOR, WHO IS ON THE CARROLL UNIVERSITY BOARD OF TRUSTEES, IS PRESIDENT OF WAUKESHA STATE BANK. ALL BUSINESS THAT WAS CONDUCTED WAS AN ARMS LENGTH TRANSACTION. | 0 |
| FIRST BUSINESS BANK | ||
| DAVID J. VETTA IS PRES. AND CEO OF FIRST BUSINESS BANK & TRUSTEE OF THE ORG | DURING THE YEAR ENDED JUNE 30, 2012, CARROLL UNIVERSITY ENGAGED IN BUSINESS WITH FIRST BUSINESS BANK. DAVID J. VETTA, WHO IS ON THE CARROLL UNIVERSITY BOARD OF TRUSTEES, IS PRESIDENT AND CEO AT FIRST BUSINESS BANK. ALL BUSINESS THAT WAS CONDUCTED WAS AN ARMS LENGTH TRANSACTION. | 0 |
| MICHAEL BEST & FRIEDRICH LLP | ||
| JOSE OLIVIERI IS A PARTNER AT MICHAEL BEST & A TRUSTEE OF THE ORGANIZATION | DURING THE YEAR ENDING JUNE 30, 2012, CARROLL UNIVERSITY ENGAGED IN BUSINESS WITH MICHAEL BEST & FRIEDRICH LLP. JOSE OLIVIERI, WHO IS ON THE CARROLL UNIVERSITY BOARD OF TRUSTEES, IS A PARTNER AT MICHAEL BEST & FRIEDRICH LLP. ALL BUSINESS THAT WAS CONDUCTED WAS AN ARMS LENGTH TRANSACTION. | 0 |
| BRANDES LAKE LEADERSHIP LLC | ||
| JOANNE BRANDES IS PRESIDENT OF BRANDES LAKE & A TRUSTEE OF THE ORGANIZATION | DURING THE YEAR ENDING JUNE 30, 2012, CARROLL UNIVERSITY ENGAGED IN BUSINESS WITH BRANDES LAKE LEADERSHIP LLC. JOANNE BRANDES, IS CO-PRESIDENT OF BRANDES LAKE LEADERSHIP LLC. ALL BUSINESS THAT WAS CONDUCTED WAS AN ARMS LENGTH TRANSACTION. | 0 |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 5 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 10950 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 29642 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (3 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | CATERING | 1 | 1920 | FMV |
| X | VAULT TRAINING EQUIPMENT | 1 | 60 | FMV |
| X | DRUM SET | 1 | 750 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| CHANGES IN PROGRAM SERVICES | FORM 990, PART III, LINE 3 | A COMPREHENSIVE REVISION WAS INTRODUCED TO OUR GENERAL EDUCATION PROGRAM. THE CURRICULUM IS NOW COMPRISED OF TWO PARTS: THE CROSS-CULTURAL COMPONENT AND THE DISTRIBUTION COMPONENT. THE CROSS-CULTURAL COMPONENT IS THE SIGNATURE ELEMENT OF THE GENERAL EDUCATION CURRICULUM AND IS A FIVE-COURSE SERIES THROUGH WHICH STUDENTS EXPLORE THE STUDY OF CULTURE. THE DISTRIBUTION COMPONENT CONSISTS OF COURSES THAT ARE OUTSIDE A STUDENT'S ACADEMIC AREA OF STUDY AND WILL CHALLENGE THEM TO THINK CRITICALLY ABOUT THE SOCIAL AND NATURAL WORLD. |
| FORM 990, PART VI, SECTION A, LINE 2 | TOM QUADRACCI AND JAMES WISEMAN - FAMILY RELATIONSHIP | |
| FORM 990, PART VI, SECTION B, LINE 11 | CARROLL UNIVERSITY'S FORM 990 WAS PREPARED BY AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTING FIRM. THE BOARD OF TRUSTEES HAS DELEGATED THE OVERSIGHT AND REVIEW OF THE FORM 990 TO THE AUDIT COMMITTEE. A DRAFT OF THE FULL DISCLOSURE FORM 990 WAS PROVIDED ELECTRONICALLY TO THE BOARD OF TRUSTEES AUDIT COMMITTEE FOR REVIEW AND THE FINALIZED VERSION OF FORM 990 WAS FILED WITH THE IRS ON OR BEFORE THE NOVEMBER 15TH FILING DEADLINE. 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 CARROLL UNIVERSITY. A FULL DISCLOSURE COPY, WITH ALL DONOR INFORMATION, WILL BE FILED WITH THE IRS. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE OFFICE OF THE PRESIDENT COLLECTS CONFLICT OF INTEREST DISCLOSURES ANNUALLY, CONFLICTS DISCLOSED ARE DISCUSSED WITH FINANCIAL OFFICERS AND, IF REQUIRED, TRUSTEES. IN ALL CASES, A PERSON WITH A CONFLICT IS EXCUSED FROM ANY DECISION RELATED TO THE CONFLICT. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BYLAWS OF CARROLL UNIVERSITY, INC. ESTABLISH A COMPENSATION COMMITTEE THAT HAS GENERAL OVERSIGHT OF THE UNIVERSITY'S COMPENSATION PLAN. SPECIFIC DUTIES OF THE COMMITTEE INCLUDE THE RESPONSIBILITY TO: (A)REQUEST AND REVIEW, ON AT LEAST AN ANNUAL BASIS, THE COMPENSATION POLICIES FOR THE UNIVERSITY, INCLUDING ALL PERTINENT AND CURRENT COMPENSATION STUDIES, FORECASTS AND STATISTICS TO ENSURE THAT COMPENSATION IS NOT ONLY REASONABLE, BUT ALSO APPROPRIATE AND COMPETITIVE TO ATTRACT AND RETAIN QUALIFIED PERSONNEL, INCLUDING THE PRESIDENT AND OTHER KEY EMPLOYEES. THE COMMITTEE MAY ALSO CONSIDER INPUT OBTAINED FROM OTHER MEMBERS OF THE BOARD, FACULTY, STAFF, STUDENTS, ALUMNI AND COMMUNITY MEMBERS. AN ANNUAL REPORT REGARDING THIS REVIEW SHALL BE PRESENTED TO THE FULL BOARD. (B)RECOMMEND TO THE BOARD, FOR APPROVAL, COMPENSATION CHANGES FOR THE PRESIDENT AND OTHER KEY EMPLOYEES OF THE UNIVERSITY. DURING SUCH DELIBERATIONS, THE PRESIDENT AND OTHER KEY EMPLOYEES SHALL NOT BE PRESENT WHEN DISCUSSED. (C)OVERSEE THE DEVELOPMENT WHEN APPROPRIATE, THE EXECUTIVE AGREEMENT FOR THE PRESIDENT OF THE UNIVERSITY. (D)PERFORM ANY/ALL OTHER ACTIVITIES, AS REQUESTED BY THE BOARD THAT RELATE TO THE OVERSIGHT OF COMPENSATION FOR THE PRESIDENT OF THE UNIVERSITY AND OTHER KEY EMPLOYEES OF THE UNIVERSITY. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -1,416,521. CHANGES IN VALUES OF SPLIT INTEREST AGREEMENTS 172,007. TOTAL TO FORM 990, PART XI, LINE 5: -1,244,514. |