CARDINAL STRITCH UNIVERSITY INC: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- CARDINAL STRITCH UNIVERSITY INC (EIN 39-0806196)
- Tax period
- 2009-08-01 to 2010-07-31
- Filed
- 2011-06-24
- IRS object ID
- 201141759349300514
- Schema version
- 2009v1.7
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-06-24T13:23:21-05:00 | Timestamp |
| Tax Period End Date | 2010-07-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Clifton Gunderson LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8215 Greenway Boulevard Suite 600 | AddressLine1 |
| City | Middleton | City |
| State | WI | State |
| ZIP Code | 53562 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-08-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390806196 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Cardinal Stritch University Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CARD | NameControl |
| Phone | 4144104000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6801 North Yates Rd | AddressLine1 |
| City | Milwaukee | City |
| State | WI | State |
| ZIP Code | 532173985 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Thomas W VanHimbergen | Name |
| Title | TREASURER | Title |
| Phone | 4144104000 | Phone |
| Date Signed | 2011-06-24 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Kimberly Anderson CPA | Name |
| Phone | 6086628600 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Thomas W VanHimbergen | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6801 North Yates Rd | AddressLine1 |
| City | Milwaukee | City |
| State | WI | State |
| ZIP Code | 532173985 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 68326412 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Group Exemption Number | 0928 | GroupExemptionNumber |
| Organization501c | X | Organization501c |
| Web Site | www.stritch.edu | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1937 | YearFormation |
| State Legal Domicile | WI | StateLegalDomicile |
| Activity Or Mission Description | Cardinal Stritch University is a comprehensive, coeducational, institution offering educational programs leading to associate, baccalaureate, masters and doctoral degrees in a variety of disciplines provided through its four colleges: College of Arts and Sciences, College of Business and Management, College of Education and Leadership, and the Ruth S. Coleman College of Nursing. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 29 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 27 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1646 | TotalNbrEmployees |
| Total Nbr Volunteers | 100 | TotalNbrVolunteers |
| Total Gross UBI | 74287 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 56187 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 2361769 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1873114 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 51821987 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 56885492 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -1358401 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1302472 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 207280 | OtherRevenuePriorYear |
| Other Revenue Current Year | 397186 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 53032635 | TotalRevenuePriorYear |
| Total Revenue Current Year | 60458264 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 9201133 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 10548833 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 32185185 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 34197254 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 167554 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 50452 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 610263 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 22675614 | OtherExpensePriorYear |
| Other Expenses Current Year | 19486960 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 64229486 | TotalExpensesPriorYear |
| Total Expenses Current Year | 64283499 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -11196851 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -3825235 | RevenuesLessExpensesCY |
| Total Assets BOY | 74072426 | TotalAssetsBOY |
| Total Assets EOY | 79574447 | TotalAssetsEOY |
| Total Liabilities BOY | 15470190 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 22503296 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 58602236 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 57071151 | NetAssetsOrFundBalancesEOY |
| Mission Description | CARDINAL STRITCH UNIVERSITY IS A COMPREHENSIVE, COEDUCATIONAL, INSTITUTION OFFERING EDUCATIONAL PROGRAMS LEADING TO ASSOCIATE, BACCALAUREATE, MASTERS AND DOCTORAL DEGREES IN A VARIETY OF DISCIPLINES PROVIDED THROUGH ITS FOUR COLLEGES: COLLEGE OF ARTS AND SCIENCES, COLLEGE OF BUSINESS AND MANAGEMENT, COLLEGE OF EDUCATION AND LEADERSHIP, AND THE RUTH S. COLEMAN COLLEGE OF NURSING. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 47005846 | Expense |
| Grants | 10537633 | Grants |
| Revenue | 57102485 | Revenue |
| Description | Higher Education: Cardinal Stritch offers a program of liberal arts classes, with a specialization in nursing, business, economics, reading, computer sience, teacher education and art. Total student enrollment was approximately 6,276 of which approximately 3,046 were undergraduates and 3,230 were graduate students. Conferred 203 Associates degrees, 566 Bachelors degress, 694 Masters degrees and 22 Doctoral degrees. | Description |
| Total Program Service Expense | 47005846 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 1 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 1 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | 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 | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 1 | 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 |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 7691 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 1646 | 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 |
| Nbr Voting Governing Body Members | 29 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 27 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | 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 | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Tammy M Howard | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4144104225 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6801 North Yates Road | AddressLine1 |
| City | Milwaukee | City |
| State | WI | State |
| ZIP Code | 532173985 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (41 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|
| Souheil S Badran | ||||||||
| Board Member | 2.00 | X | 0 | 0 | 0 | |||
| Sal Bando | ||||||||
| Board Member | 2.00 | X | 0 | 0 | 0 | |||
| Kent Bergemann | ||||||||
| Board Member & Interim President | 2.00 | X | 0 | 0 | 0 | |||
| Sr Jeanne Carrigan OSF | ||||||||
| board Member | 2.00 | X | 0 | 0 | 0 | |||
| Alexander Costigan | ||||||||
| board Member | 2.00 | X | 0 | 0 | 0 | |||
| Stephen Dickson | ||||||||
| Board Member | 2.00 | X | 0 | 0 | 0 | |||
| David Hawke | ||||||||
| CHAIR OF THE BOARD | 2.00 | X | 0 | 0 | 0 | |||
| Donald Horning | ||||||||
| board Member | 2.00 | X | 0 | 0 | 0 | |||
| Nancy Kazik OSF | ||||||||
| board Member | 2.00 | X | 0 | 0 | 0 | |||
| John Kordsmeier | ||||||||
| Board Member | 2.00 | X | 0 | 0 | 0 | |||
| Maria Monreal-Cameron | ||||||||
| board Member | 2.00 | X | 0 | 0 | 0 | |||
| Thomas Myers | ||||||||
| Board Member | 2.00 | X | 0 | 0 | 0 | |||
| Nancy Noeske | ||||||||
| board Member | 2.00 | X | 0 | 0 | 0 | |||
| Maureen Busby Oster | ||||||||
| board Member | 2.00 | X | 0 | 0 | 0 | |||
| William O'Toole | ||||||||
| Board Member | 2.00 | X | 0 | 0 | 0 | |||
| Gerard Randall | ||||||||
| board Member | 2.00 | X | 0 | 0 | 0 | |||
| Sujata Sachdeva | ||||||||
| board Member | 2.00 | X | 0 | 0 | 0 | |||
| David Schulz | ||||||||
| vICE CHAIR OF THE BOARD | 2.00 | X | 0 | 0 | 0 | |||
| DR Prem Sharma | ||||||||
| board Member | 2.00 | X | 0 | 0 | 0 | |||
| Br Bob Smith | ||||||||
| Board Member | 2.00 | X | 0 | 0 | 0 | |||
| Joan Steele Stein | ||||||||
| VICE CHAIR OF THE BOARD | 2.00 | X | 0 | 0 | 0 | |||
| Thomas Zabjek | ||||||||
| PAST CHAIRMAN OF THE BOARD | 2.00 | X | 0 | 0 | 0 | |||
| ELIZABETH BURMASTER | ||||||||
| Board Member | 2.00 | X | 0 | 0 | 0 | |||
| EDWARD DEFRANCE | ||||||||
| Board Member | 2.00 | X | 0 | 0 | 0 | |||
| DR MARY KELLNER | ||||||||
| BOArd Member | 2.00 | X | 0 | 0 | 0 | |||
| SCOTT MCFADDEN | ||||||||
| BOard Member | 2.00 | X | 0 | 0 | 0 | |||
| RICHARD MONROE | ||||||||
| BOard Member | 2.00 | X | 0 | 0 | 0 | |||
| SR MARLENE STAWSKI OSF | ||||||||
| BOard Member | 2.00 | X | 0 | 0 | 0 | |||
| THOMAS L SHRINER | ||||||||
| BOard Member | 2.00 | X | 0 | 0 | 0 | |||
| ART WIGCHERS | ||||||||
| Board Member | 2.00 | X | 0 | 0 | 0 | |||
| SR JOANNE SCHATZLEIN OSF | ||||||||
| OSF CORPORATION LIAISON TO BOARD | 2.00 | X | 0 | 0 | 0 | |||
| Helen Sobehart | ||||||||
| PRESIDENT - AS OF 01/01/2010 | 40.00 | 247177 | 0 | 28435 | X | |||
| tom vanhimbergen | ||||||||
| treasurer | 40.00 | 132536 | 0 | 32812 | X | |||
| DAN BLANKENSHIP | ||||||||
| VICE PRESIDENT & SECRETARY | 40.00 | 88865 | 0 | 14415 | X | |||
| Peter J Holbrook | ||||||||
| EXECUTIVE DIRECTOR, LEADERSHIP | 40.00 | 162997 | 0 | 28913 | X | |||
| Linda A Cabot | ||||||||
| CHIEF INFORMATION OFFICER | 40.00 | 123600 | 0 | 12843 | X | |||
| Michael J Brauer | ||||||||
| vice president, advancemen | 40.00 | 136811 | 0 | 35724 | X | |||
| NANCY BLAIR | ||||||||
| PROFESSOR | 40.00 | 126105 | 0 | 22989 | X | |||
| Marna E Boyle | ||||||||
| PROFESSOR, FORMER VP & SECRETARY | 40.00 | 146248 | 0 | 21795 | X | |||
| SR MARY LEA SCHNEIDER | ||||||||
| FORMER PRESIDENT | 0.00 | 89449 | 0 | 0 | X | |||
| KAREN WALWRATH | ||||||||
| former treasurer | 0.00 | 37500 | 0 | 0 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1253788 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 197926 | TotalOtherCompensation |
| Number Individuals GT100 K | 13 | NumberIndividualsGT100K |
| Formers Listed | 1 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| CG SCHMIDT INC | |||||
| 11777 W LAKE PARK ROAD | MILWaukee | WI | 53224 | CONSTRUCTION CONTRACTOR | 1325595 |
| food services inc | |||||
| 1801 w glendale | milwaukee | WI | 532096442 | student cafeteria food service provider | 1180008 |
| ACS Inc | |||||
| 1150 E university Drive Ste 300 | Tempe | AZ | 852818438 | financial aid processing services | 713952 |
| Total Cleaning Systems Inc | |||||
| 11729 W BRADLEY RD | MILWaukee | WI | 53224 | building cleaning services | 625765 |
| Meyer and Wallis | |||||
| 731 N Jackson St 7th Floor | Milwaukee | WI | 532024697 | advertising services | 511733 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 27 | NumberOfContractorsGT100K |
| Fundraising Events | 14165 | FundraisingEvents |
| Government Grants | 429390 | GovernmentGrants |
| All Other Contributions | 1429559 | AllOtherContributions |
| Noncash Contributions | 60895 | NoncashContributions |
| Total Contributions | 1873114 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| Tution, Fees and Priva | 611600 | 54198511 | 54198511 | |
| Auxiliary | 900099 | 2397529 | 2397529 | |
| Sales and Services | 722210 | 289452 | 238698 | 50754 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 56885492 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 831649 | TotalRevenueColumn |
| Exclusion | $831,649 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 37804 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 37804 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 37804 | TotalRevenueColumn |
| Unrelated Business Revenue | 23533 | UnrelatedBusinessRevenue |
| Exclusion | $14,271 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 8338971 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 7868148 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 470823 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 470823 | TotalRevenueColumn |
| Exclusion | $470,823 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 91635 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 14165 | CntrbtnsRprtdFundraisingEvents |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 91635 | TotalRevenueColumn |
| Exclusion | $91,635 | ExclusionAmount |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 267747 | TotalRevenueColumn |
| Related Or Exempt Function Income | 267747 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 267747 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 60458264 | TotalRevenueColumn |
| Related Or Exempt Function Income | 57102485 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 74287 | UnrelatedBusinessRevenue |
| Exclusion | $1,408,378 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11200 | Total |
| Program Services | 11200 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9396183 | Total |
| Program Services | 9396183 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1141450 | Total |
| Program Services | 1141450 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 543071 | Total |
| Program Services | 103074 | ProgramServices |
| Management And General | 274926 | ManagementAndGeneral |
| Fundraising | 165071 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 124800 | Total |
| Management And General | 124800 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26576468 | Total |
| Program Services | 20931604 | ProgramServices |
| Management And General | 5366333 | ManagementAndGeneral |
| Fundraising | 278531 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 551555 | Total |
| Program Services | 419290 | ProgramServices |
| Management And General | 123004 | ManagementAndGeneral |
| Fundraising | 9261 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3763317 | Total |
| Program Services | 2524880 | ProgramServices |
| Management And General | 1189108 | ManagementAndGeneral |
| Fundraising | 49329 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2638043 | Total |
| Program Services | 1508503 | ProgramServices |
| Management And General | 1110989 | ManagementAndGeneral |
| Fundraising | 18551 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 141659 | Total |
| Management And General | 141659 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 140914 | Total |
| Management And General | 140914 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 50452 | Total |
| Fundraising | 50452 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 198610 | Total |
| Program Services | 198610 | ProgramServices |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4032054 | Total |
| Program Services | 2080781 | ProgramServices |
| Management And General | 1947213 | ManagementAndGeneral |
| Fundraising | 4060 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 608648 | Total |
| Program Services | 57496 | ProgramServices |
| Management And General | 551120 | ManagementAndGeneral |
| Fundraising | 32 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4292571 | Total |
| Program Services | 3475107 | ProgramServices |
| Management And General | 803748 | ManagementAndGeneral |
| Fundraising | 13716 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 835661 | Total |
| Program Services | 268081 | ProgramServices |
| Management And General | 567115 | ManagementAndGeneral |
| Fundraising | 465 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3564 | Total |
| Program Services | 3564 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3397210 | Total |
| Program Services | 2040324 | ProgramServices |
| Management And General | 1353362 | ManagementAndGeneral |
| Fundraising | 3524 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 867173 | Total |
| Program Services | 681198 | ProgramServices |
| Management And General | 183817 | ManagementAndGeneral |
| Fundraising | 2158 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 122786 | Total |
| Program Services | 80217 | ProgramServices |
| Management And General | 41737 | ManagementAndGeneral |
| Fundraising | 832 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 490304 | Total |
| Management And General | 490304 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2031014 | Total |
| Program Services | 1813387 | ProgramServices |
| Management And General | 206746 | ManagementAndGeneral |
| Fundraising | 10881 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 241156 | Total |
| Management And General | 241156 | ManagementAndGeneral |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | Program ServicesProgramServices | FundraisingFundraising |
|---|---|---|---|---|
| BAD DEBT EXPENSE | 1096872 | 1096872 | ||
| PROFESSIONAL DEVELOP, M | 420210 | 276048 | 140995 | 3167 |
| EQUIPMENT RENTAL MAINTE | 330039 | 237259 | 92780 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 236515 | Total |
| Program Services | 37122 | ProgramServices |
| Management And General | 199160 | ManagementAndGeneral |
| Fundraising | 233 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 64283499 | Total |
| Program Services | 47005846 | ProgramServices |
| Management And General | 16667390 | ManagementAndGeneral |
| Fundraising | 610263 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7085682 | BOY |
| EOY | 3692271 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5120000 | BOY |
| EOY | 2570147 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 550106 | BOY |
| EOY | 196978 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1108102 | BOY |
| EOY | 2331755 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 272659 | BOY |
| EOY | 165052 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 115772 | BOY |
| EOY | 240809 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 62380663 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 29852068 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31763140 | BOY |
| EOY | 32528595 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26778827 | BOY |
| EOY | 36594946 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1278138 | BOY |
| EOY | 1253894 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 74072426 | BOY |
| EOY | 79574447 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3726875 | BOY |
| EOY | 3804919 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 647355 | BOY |
| EOY | 1277683 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9105000 | BOY |
| EOY | 15000000 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1868180 | BOY |
| EOY | 2291144 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 122780 | BOY |
| EOY | 129550 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15470190 | BOY |
| EOY | 22503296 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 52516649 | BOY |
| EOY | 49412166 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3243287 | BOY |
| EOY | 4857286 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2842300 | BOY |
| EOY | 2801699 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 58602236 | BOY |
| EOY | 57071151 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 74072426 | BOY |
| EOY | 79574447 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
| Agent Trustee Etc | 0 | AgentTrusteeEtc |
| Included On FS | 1 | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 20525343 | BeginningOfYearBalance |
| Contributions | 160785 | Contributions |
| Investment Earnings Or Losses | 2399536 | InvestmentEarningsOrLosses |
| Other Expenditures | 297707 | OtherExpenditures |
| End Of Year Balance | 22787957 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 23541290 | BeginningOfYearBalance |
| Contributions | 166725 | Contributions |
| Investment Earnings Or Losses | -2747046 | InvestmentEarningsOrLosses |
| Other Expenditures | 435626 | OtherExpenditures |
| End Of Year Balance | 20525343 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.71450 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.12290 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.16260 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 199763 | OtherCostOrOtherBasis |
| Book Value | 199763 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 62180900 | OtherCostOrOtherBasis |
| Depreciation | 29852068 | Depreciation |
| Book Value | 32328832 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 32528595 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Asset Retirement Obligations | Description |
| Amount | $129,550 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 129550 | TotalOfAmounts |
| Total Revenue | 60458264 | TotalRevenue |
| Total Expenses | 64283499 | TotalExpenses |
| Excess Or Deficit For Year | -3825235 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 1943691 | NetUnrealizedGLOnInvestments |
| Prior Period Adjustments | 350459 | PriorPeriodAdjustments |
| Total Adjustments | 2294150 | TotalAdjustments |
| Excess Or Deficit Per FS | -1531085 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 51665712 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 1943691 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 1943691 | RevenueNotRptdF990 |
| Revenue Subtotal | 49722021 | RevenueSubtotal |
| Investment Expenses Not Included | 198610 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 10537633 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 10736243 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 60458264 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 53547256 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 53547256 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 198610 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 10537633 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 10736243 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 64283499 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| Part III, Line 1a: | African Art Collection consists of original handcrafted art and artifacts pieces such as tribal masks, musical instruments, and headdresses from the Sub-Saharan Arican region. The collection is used for educational purposes, photography, drawing and other art classes and is periodically exhibited in the University's art gallery which is open to students and the public Outreach is also done to provde childern from the Milwaukee Public School system opportunities to view and study the pieces in the collection. | |
| Part IV, Line 2b: | The University serves as a custodian of cash held for student organizations, security deposits for residence hall accommodations, advance payments for student charges, and funds from the federal government for the purpose of offering Perkins Loans to students. Funds for student organizations are disbursed on behalf of the student organizations based on requisitions approved by the Dean of Students who oversees the student organizational activity. Security deposits are returned to students or lost by students based on the inspection of resident hall facilities when students move out. Advance payments from students are recognized as revenue when students take courses or are refunded to students if they elect to unenroll from their courses with in the allowable registration period. The funds due to the Federal government will be returned only if the Perkins Loan program is cancelled or the University elects to stop participating in the program. The University is required to have students that take out loans go through an entrance and exit credit counseling process. | |
| Part V, Line 4: | The University's endowment consists of approximately 60 individual funds established for a variety of purposes. | Description of Intended Use of Endowment Funds: |
| Part X: | On August 1, 2009, the University adopted the Financial Accounting Standards Board's new accounting requirements for accounting for uncertain tax positions. Under these new requirements, a tax position that meets the more-likely-than-not recognition threshold is initially and subsequently measured as the largest amount of tax benefit that has a greater than 50 percent likelihood of being realized upon settlement with a taxing authority that has full knowledge of all relevant information. The University determined that it was not required to record a liability for unrecognized tax benefits as a result of implementing the new requirements. | Description of Uncertain Tax Positions Under FIN 48: |
| Part XII, Line 4b - Other Adjustments: | Scholarships and Grants: 10537633. | |
| Part XIII, Line 4b - Other Adjustments: | scholarships and grantS: 10537633. |
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 | 0 | PolicyPublViaBroadcastMedia |
| Pub Via Broadcast Media Expln | The University's Nondiscriminatory policies are being followed There are outreach programs in place to insure that minorities and underserved communities are served. The university has higher percentages of minority students enrolled and completing their degrees than the average for its peer institutions in the region. The non-discrimination policy is printed in the university's catalog and on the university's web site. | PubViaBroadcastMediaExpln |
| 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 |
| Govt Financial Aid Explanation | STUDENTS RECEIVING GRANTS AND LOANS THROUGH FEDERAL, STATE, AND INSTITUTIONAL SOURCES ARE AWARDED BASED UPON FEDERAL GUIDELINES FOR TITLE IV FUND. STUDENTS RECEIVING GRANTS AND LOANS FROM OTHER SOURCES ARE AWARDED BASED UPON THE GUIDELINES PROVIDED BY THE MAKER OF THOSE FUNDS,WHICH ARE NOT IN VIOLATION OF ANY FEDERAL OR STATE GUIDELINES. | GovtFinancialAidExplanation |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 1 | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (6 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|
| Central America and the Caribbean | 0 | 0 | Grants to Recipients Located in Region | 28550 |
| East Asia and the Pacific | 0 | 0 | grants to recipients located in region | 198437 |
| Europe (Including Iceland & Greenland) | 0 | 0 | grants to recipients located in region | 441125 |
| North America | 0 | 0 | grants to recipients located in region | 60283 |
| South America | 0 | 0 | grants to recipients located in region | 30905 |
| Sub-Saharan Africa | 0 | 0 | grants to recipients located in region | 382150 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Total Amount Spent | 1141450 | TotalAmountSpent |
Grants To Ind Outside US GrantsToIndOutsideUS (6 entries)
| Type Of AssistanceTypeOfAssistance | RegionRegion | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement | Amount Of Non Cash AssistanceAmountOfNonCashAssistance |
|---|---|---|---|---|---|
| Institutional aid | Central America and the Caribbean | 3 | 28550 | Institutional aid | 0 |
| Institutional aid | East Asia and the Pacific | 23 | 198437 | Institutional aid | 0 |
| Institutional aid | Europe (Including Iceland & Greenland) | 30 | 441125 | Institutional aid | |
| Institutional aid | North America | 6 | 60283 | Institutional aid | |
| Institutional aid | South America | 4 | 30905 | Institutional aid | 0 |
| Institutional aid | Sub-Saharan Africa | 24 | 382105 | Institutional aid |
Form990 Schedule F Part IV Form990ScheduleFPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants Outside the U.S.: | Identifier |
| Explanation | Schedule F, Part I, Line 2: The organization provides instituitional aid to university students maintaining enrollment. | Explanation |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Wilson bennett tech | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | Phonathon service | Activity |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFunds |
| Gross Receipts | 40627 | GrossReceipts |
| Amount Retained By Contractor | 50452 | AmountRetainedByContractor |
| Net To Organization | -9825 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 40627 | TotalGrossReceipts |
| Total Retained By Contractors | 50452 | TotalRetainedByContractors |
| Total Net To Organization | -9825 | TotalNetToOrganization |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | scholarship dinner | NameOfEvent1 |
| Gross Receipts Event1 | 105800 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 14165 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 91635 | GrossRevenueEvent1 |
| Food And Beverage Event1 | 16605 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 18579 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 105800 | GrossReceiptsTotal |
| Charitable Contributions Total | 14165 | CharitableContributionsTotal |
| Gross Revenue Total Events | 91635 | GrossRevenueTotalEvents |
| Food And Beverage Total Events | 16605 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 18579 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 35184 | DirectExpenseSummaryEvents |
| Net Income Summary | 56451 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| WOMENS FUND OF GREATER MILWAUKEE INC | |||||||
| 316 N MILWAUKEE STREET SUITE 215 | MILWAUKEE | WI | 53202 | 203514894 | 501(C)(3) | 5000 | GENERAL SUPPORT |
| THE LEGACY FOUNDATION INC | |||||||
| 2102 W FOND DU LAC AVENUE | MILWAUKEE | WI | 53206 | 208001530 | 501(C)(3) | 6200 | GENERAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 2 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | Institutional Aid | TypeOfGrant |
| Number Of Recipients | 1200 | NumberOfRecipients |
| Amount Of Cash Grant | 9396183 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Procedure for Monitoring Grants in the U.S.: | Part I, Line 2: | Schedule I, Part I, Line 2: The organization provides instituitional aid to university students maintaining enrollment. |
| Other Information: | Part IV: | SCHEDULE I, PART III, LINE 1B : THE ORGANIZATION WAS UNABLE TO DETERMINE THE ACTUAL NUMBER OF RECIPIENTS OF INSTITUTIONAL AID. THE ORGANIZATION ESTIMATES THAT 1,200 RECIPIENTS RECEIVED INSTITUTIONAL AID. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 1 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Helen Sobehart | |||||||||||||
| 200874 | 0 | 0 | 0 | 46303 | 0 | 11000 | 0 | 17435 | 0 | 275612 | 0 | 0 | 0 |
| tom vanhimbergen | |||||||||||||
| 131203 | 0 | 0 | 0 | 1333 | 0 | 16000 | 0 | 16812 | 0 | 165348 | 0 | 0 | 0 |
| Peter J Holbrook | |||||||||||||
| 162997 | 0 | 0 | 0 | 0 | 0 | 11101 | 0 | 17812 | 0 | 191910 | 0 | 0 | 0 |
| Michael J Brauer | |||||||||||||
| 136811 | 0 | 0 | 0 | 0 | 0 | 14300 | 0 | 21424 | 0 | 172535 | 0 | 0 | 0 |
| Marna E Boyle | |||||||||||||
| 146248 | 0 | 0 | 0 | 0 | 0 | 14988 | 0 | 6807 | 0 | 168043 | 0 | 0 | 0 |
| SR MARY LEA SCHNEIDER | |||||||||||||
| 0 | 0 | 0 | 0 | 89449 | 0 | 0 | 0 | 0 | 0 | 89449 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| Part I, Line 1a | Dr. Sobehart, president of the organization, is reimbursed for business travel and for travel companions not traveling primarily for bona fide business purposes of the organization. Dr. Sobehart is also allowed a housing allowance and reimbursed for social dues. Dr. Sobehart's pay has been grossed up to cover the taxes on the taxable benefits received. All benefits have been included in compensation reported to the IRS. Thomas W. VanHimbergen receives reimbursement for social dues and other non-business expenses. All amounts have been included in compensation reported to the IRS. |
| Part I, Line 4a | SR. MARY LEA SCHNEIDER, FORMER PRESIDENT OF THE ORGANIZATION, RECEIVED $87,300 IN SEVERANCE PAY DURING THE CALENDAR YEAR 2009. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | wisconsin health and educational facilities authority | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 391337855 | IssuerEIN |
| CUSIP Number | noneavail | CUSIPNumber |
| Date Issued | 2009-11-10 | DateIssued |
| Issue Price | 15000000 | IssuePrice |
| Description Of Purpose | Building and Structures and Refund prior issue dated 09/16/04 | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 1 | OnBehalfOfIssuer |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Proceeds | 15000000 | TotalProceeds |
| Amount In Reserve Fund | 3600000 | AmountInReserveFund |
| Amount Defeased | 8294531 | AmountDefeased |
| Issuance Costs From Proceeds | 140447 | IssuanceCostsFromProceeds |
| Capital Expenditures | 2965022 | CapitalExpenditures |
| Current Refunding | 0 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 0 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 0 | 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 |
| Bond Counsel Routinely Engaged | 0 | BondCounselRoutinelyEngaged |
| Post Issuance Compliance Procdrs | 0 | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | 0 | Form8038TFiled |
| Variable Rate Issue | 1 | 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 |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| BC PABST HOLDINGS LLC | |||
| Family member of Sal Bando, current trustee | 547364 | Leasing | 0 |
| Foley Lardner | |||
| Tom Shriner, current trustee, is a partner of Foley & Lardner | 87945 | legal services | 0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 5 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 60895 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | fair market value | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (10 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| Form 990, Part VI, Section A, line 6 | The organization consists of members who are the canonically elected Adminstrative Team of the Corporation's sponsoring entity, The Sisters of St. Francis of Assisi, a Wisconsin non-stock, not-for-profit corporation. | |
| Form 990, Part VI, Section A, line 7a | Members have the ability to appoint and remove the Directors and the President of the Corporation, including the right to accept or reject the Directors and the President recommended by the Board of Directors for appointment and accept or reject recommendations from the Board of Directors for removal of the Directors and the President. | |
| Form 990, Part VI, Section A, line 7b | The members have the right to review and approve significant changes in statements of corporate mission, philosophy, or purpose. Review, adopt, amend and approve the Corporation's restated articles of incorporation, restate bylaws, and any proposal or plan for merger, consolidation or dissolution. Review and approve any major capital undertaking in excess of 1 million. Review, approve, or disapprove any long-term lease (5 years or longer), sale of real property or substantially all of the personal property owned by the Corporation, and in that regard, determine whether such sale constitutes alienation of Roman Catholic Church property or an act of extraordinary administration subject to canon law of the Roman Catholic Church, in which case the Members shall be responsible for seeking such approvals as may be necessary in connection therewith. Review, approve or disapprove any unbudgeted expenditure in excess of $100,000.00, any unsecured borrowing in excess of $100,000.00, and any borrowing which is to be secured by a mortgage or other interest in real property owned by the corporation, regardless of the amount. Review, approve, or disapprove major policy decisions that would affect the very purposes for which the Corporation is organized. Review, approve, or disapprove acceptance of any charitable contribution which imposes a material obligation on the sponsoring entity, The Sisters of St. Francis of Assisi. Review, approve, or disapprove an annual budget that is a deficit budget. Review, approve, or disapprove any proposal for creation of any subsidiary corporation. Reject or replace the independent auditor and attorneys recommended or retained by the Corporation and to select alternative representation. | |
| Form 990, Part VI, Section B, line 11 | PER UNIVERSITY POLICY, A DRAFT OF THE COMPLETED 990 WAS REVIEWD BY THE members of THE AUDIT AND FINANCE COMMITTEE OF THE BOARD OF TRUSTEES WHO PROVIDED COMMENTS AND QUESTIONS ON ITS CONTENT PRIOR TO FILING THE RETURN. | |
| Form 990, Part VI, Section B, line 12c | Annual conflict of interest documents are sent to officers, trustees, and key employees to be completed. Stritch reviews the conflict of interest policy annually and everyone re-signs annually. Officers are required to contact Stritch if a change occurs affecting their conflict of interest statement. They are then required to disclose and resign a new statement. | |
| Form 990, Part VI, Section B, line 15 | Stritch reviewed salary/compensation survey (WAICU & CUPA) data for peer institutions. The survey provides information on all the key leadership positions and officers. The President has an employment contract that is approved by the board of directors. During the fiscal reporting year, Stritch established an Executive Compensation Committee that is a sub-committee of the Executive Committee of the Board of Trustees. This committee is responsible for reviewing data and approving compensation for the President and the members of the Executive team. | |
| Form 990, Part VI, Section C, line 19 | THE 990 IS AVAILABLE UPON REQUEST; PAPER COPIES OR ELECTRONIC COPIES ARE SENT TO REQUESTERS. THE 990 IS ALSO AVAILABLE ON THE GUIDESTAR WEBSITE. | |
| Part XI, Line 2c | The organization has not changed its oversight process or selection process during the tax year. The organization still maintains the an audit and finance committee of the board of trustees that still assumes responsibility for oversight of the audit. | |
| Schedule G, Part I, Line 2b, Column (v) | professional fundraising service | Explanation of Fundraising Payments |
| Schedule K Supplental Information | The project consists of the renovation and equipping of certain of the Borrower's educational facilities including the construction of an addition to Bonaventure Hall located on the campus of the Borrower and the purchase of furniture, fixtures and equipment therefor. |