MOUNT MARY UNIVERSITY INC: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- MOUNT MARY UNIVERSITY INC (EIN 39-0806154)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-02-15
- IRS object ID
- 201700479349301260
- Schema version
- 2015v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-02-15T00:00:00-06:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Baker Tilly Virchow Krause LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2201 E Enterprise Ave PO Box 2459 | AddressLine1Txt |
| City | Appleton | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 549122459 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390806154 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mount Mary University | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MOUN | BusinessNameControlTxt |
| Phone | 4149303126 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2900 N Menomonee River Parkway | AddressLine1Txt |
| City | Milwaukee | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53222 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Eileen Schwalbach | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 4149303126 | PhoneNum |
| Signature | 2017-02-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Troy E Marine CPA | PreparerPersonNm |
| PTIN | P00187863 | PTIN |
| Phone | 9207337385 | PhoneNum |
| Preparation | 2017-02-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Eileen Schwalbach | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2900 N Menomonee River Parkway | AddressLine1Txt |
| City | Milwaukee | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $47,159,236 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.mtmary.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1913 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | Mount Mary University, an urban Catholic university for women, sponsored by the School Sisters of Notre Dame, provides an environment for the development of the whole person. The University encourages leadership, integrity, and a deep sense of social justice arising from a sensitivity to moral values and Christian principles. | ActivityOrMissionDesc |
| Voting Members Governing Body | 30 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 30 | VotingMembersIndependentCnt |
| Total Employee | 689 | TotalEmployeeCnt |
| Total Volunteers | 250 | TotalVolunteersCnt |
| Total Gross UBI | -$11,921 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$11,921 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,861,560 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,083,483 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $25,565,788 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $27,655,367 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,018,809 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,019,863 | CYInvestmentIncomeAmt |
| PY Other Revenue | $268,591 | PYOtherRevenueAmt |
| CY Other Revenue | $414,634 | CYOtherRevenueAmt |
| PY Total Revenue | $32,714,748 | PYTotalRevenueAmt |
| CY Total Revenue | $35,173,347 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $8,411,608 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $9,658,423 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,458,433 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $15,603,480 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $682,611 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $21,390,997 | PYOtherExpensesAmt |
| CY Other Expenses | $8,377,777 | CYOtherExpensesAmt |
| PY Total Expenses | $31,261,038 | PYTotalExpensesAmt |
| CY Total Expenses | $33,639,680 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,453,710 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,533,667 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $56,863,081 | TotalAssetsBOYAmt |
| Total Assets EOY | $59,624,840 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $10,653,683 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $13,697,257 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $46,209,398 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $45,927,583 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | Mount Mary University, an urban catholic university for women sponsored by the School Sisters of Notre Dame, provides an environment for the development of the whole person. The University encourages leadership, integrity, and a deep sense of social justice arising from a sensitivity to moral values and Christian principles. Mount Mary commits itself to excellence in teaching and learning with an emphasis on thinking critically. The baccalaureate curriculum integrates the liberal arts with career preparation for women of diverse ages and personal circumstances; the programs at the graduate level provide opportunities for both men and women to enhance their professional excellence. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $10,525,136 | ExpenseAmt |
| Grant | $9,658,423 | GrantAmt |
| Revenue | $25,915,703 | RevenueAmt |
| Desc | Mount Mary University had approximately 816 undergraduate and 509 graduate students enrolled for the fiscal year ending June 30, 2016. During this period, 148 bachelors degrees and 15 post baccalaureate certificates, 4 Doctoral, and 174 graduate degrees were awarded to students. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,038,104 | ExpenseAmt |
| Desc | The University services approximately 1145 students for financial aid, learning services, the dean of student affairs, student engagement, campus ministry, student advising, fitness center, international center for students, career development, counseling center, registrar, residence life, student success and athletic teams, for support of the whole student. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $10,365,221 | ExpenseAmt |
| Revenue | $1,739,664 | RevenueAmt |
| Desc | Auxiliary enterprises services approximately 220 students with contracted services for food service, the book store and in-house functions for dormitories. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $24,928,461 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 109 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 689 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 30 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 30 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Business Office | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4149303126 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2900 N Menomonee River Pkwy | AddressLine1Txt |
| City | Milwaukee | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53222 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (46 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| Gary Jorgensen | ||||||
| Chair | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Eileen Schwalbach | ||||||
| President | 50.00 | Yes (X) | Yes (X) | $260,000 | $0 | $43,001 |
| Suzanne Andrew | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Barbara Bolens | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Norman Barrientos | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| John Bosbous | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Cathy Buck | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Susan Bellehumeur | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Sister Jacqueline Buckley | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Sister Katheryn Berger | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Camille Burke | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Erickajoy Daniels | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Mary Beth Kingston | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Kathryn Maegli Davis | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Anne Koenings | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Veronica Gunn | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Kristine Krause | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Mary Jo Layden | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Leon Janssen | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Linda Marcus | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Cheryl Maurana | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Jose Olivieri | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Goldi Miller | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Sister Mary Anne Owens | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Tchernavia Rocker | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Sister Pamela Moehring | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Amelia Macareno | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Joan M Shafer | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Mary Staudenmaier | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Judie Taylor | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| David Werner | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Gary Zimmerman | ||||||
| Trustee Emeritus | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Geneva Johnson | ||||||
| Trustee Emeritus | 1.00 | Yes (X) | $0 | $0 | $0 | |
| William Jensen | ||||||
| Trustee Emeritus | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Marie O'Brien | ||||||
| Vice Chair | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Beth Wnuk | ||||||
| Vice President | 50.00 | Yes (X) | $179,300 | $0 | $10,776 | |
| Reyes Gonzalez | ||||||
| Vice President | 50.00 | Yes (X) | $172,329 | $0 | $25,122 | |
| David Wegener | ||||||
| Vice President | 50.00 | Yes (X) | $119,916 | $0 | $25,255 | |
| Lynn Sprangers | ||||||
| Vice President | 50.00 | Yes (X) | $119,719 | $0 | $6,600 | |
| Sister Joan Penzenstadler | ||||||
| Vice President | 50.00 | Yes (X) | $32,791 | $0 | $2,623 | |
| Pam Owens | ||||||
| Vice President | 50.00 | Yes (X) | $110,000 | $0 | $14,884 | |
| Karen Friedlen | ||||||
| Vice President | 50.00 | Yes (X) | $122,400 | $0 | $31,892 | |
| Jane Olson | ||||||
| vice president | 50.00 | Yes (X) | $119,901 | $0 | $17,542 | |
| Marc Belanger | ||||||
| Director of IT | 50.00 | Yes (X) | $100,000 | $0 | $6,561 | |
| Cheryl Bailey | ||||||
| Dean Natural & Health Sciences | 50.00 | Yes (X) | $97,000 | $0 | $14,079 | |
| Barbara Armstrong | ||||||
| Dean Business, Arts & Design | 50.00 | Yes (X) | $99,900 | $0 | $555 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,533,256 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $198,890 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 8 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Food Service Inc | |||||
| 1801 W Glendale Avenue | Milwaukee | WI | 53222 | Catering and food services | $678,186 |
| Conference Technologies | |||||
| PO Box 66726 | St Louis | MO | 631666726 | Technology Updates | $289,266 |
| Mahler Enterprises Inc | |||||
| 600 N Broadway | Milwaukee | WI | 53202 | Janitorial Services | $247,386 |
| Duet Resource Group Inc | |||||
| 440 W Vliet Street | Milwaukee | WI | 53212 | Professional Consulting Services | $151,007 |
| Bluemound Builder Supply | |||||
| W233N2847 Roundy Circle West | Pewaukee | WI | 53072 | Construction | $146,587 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 23 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $42,590 | FundraisingAmt |
| Government Grants | $113,912 | GovernmentGrantsAmt |
| All Other Contributions | $5,926,981 | AllOtherContributionsAmt |
| Noncash Contributions | $183,734 | NoncashContributionsAmt |
| Total Contributions | $6,083,483 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Student Tuition | 611600 | $25,747,309 | $25,747,309 |
| Auxiliary Enterprises | 722320 | $1,739,664 | $1,739,664 |
| Department Revenue | 900099 | $104,546 | $104,546 |
| Interest on tuition receivables | 611600 | $53,548 | $53,548 |
| MMC Community Rental | 611600 | $10,300 | $10,300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $27,655,367 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $835,215 | TotalRevenueColumnAmt |
| Exclusion | $835,215 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $152,875 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $57,825 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $95,050 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $95,050 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$11,921 | UnrelatedBusinessRevenueAmt |
| Exclusion | $106,971 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,017,426 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,832,778 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $184,648 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $184,648 | TotalRevenueColumnAmt |
| Exclusion | $184,648 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $111,092 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $42,590 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $95,286 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,806 | TotalRevenueColumnAmt |
| Exclusion | $15,806 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous | Desc |
| Business | 611600 | BusinessCd |
| Total Revenue Column | $303,778 | TotalRevenueColumnAmt |
| Exclusion | $303,778 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $303,778 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $35,173,347 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $27,655,367 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$11,921 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,446,418 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,658,423 | TotalAmt |
| Program Services | $9,658,423 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,377,963 | TotalAmt |
| Program Services | $333,863 | ProgramServicesAmt |
| Management And General | $919,216 | ManagementAndGeneralAmt |
| Fundraising | $124,884 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,995,531 | TotalAmt |
| Program Services | $8,495,870 | ProgramServicesAmt |
| Management And General | $2,085,867 | ManagementAndGeneralAmt |
| Fundraising | $413,794 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $501,255 | TotalAmt |
| Program Services | $390,166 | ProgramServicesAmt |
| Management And General | $96,402 | ManagementAndGeneralAmt |
| Fundraising | $14,687 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,728,731 | TotalAmt |
| Program Services | $1,702,022 | ProgramServicesAmt |
| Management And General | $927,406 | ManagementAndGeneralAmt |
| Fundraising | $99,303 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $169,811 | TotalAmt |
| Management And General | $169,811 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $116,110 | TotalAmt |
| Management And General | $116,110 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,470 | TotalAmt |
| Management And General | $69,470 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $823,466 | TotalAmt |
| Management And General | $823,466 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $554,113 | TotalAmt |
| Program Services | $295,068 | ProgramServicesAmt |
| Management And General | $235,087 | ManagementAndGeneralAmt |
| Fundraising | $23,958 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $574,366 | TotalAmt |
| Management And General | $574,366 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $169,597 | TotalAmt |
| Program Services | $145,104 | ProgramServicesAmt |
| Management And General | $20,854 | ManagementAndGeneralAmt |
| Fundraising | $3,639 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,897 | TotalAmt |
| Program Services | $29,400 | ProgramServicesAmt |
| Management And General | $23,151 | ManagementAndGeneralAmt |
| Fundraising | $2,346 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $168,755 | TotalAmt |
| Management And General | $168,755 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,576,203 | TotalAmt |
| Program Services | $893,222 | ProgramServicesAmt |
| Management And General | $682,981 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $245,153 | TotalAmt |
| Management And General | $245,153 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Operations and Maintena | $1,973,518 | $1,200,299 | $773,219 |
| Auxiliary | $937,980 | $937,980 | |
| Other Instructional exp | $508,226 | $508,226 | |
| Other student services | $225,878 | $225,878 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $210,234 | TotalAmt |
| Program Services | $112,940 | ProgramServicesAmt |
| Management And General | $97,294 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,639,680 | TotalAmt |
| Program Services | $24,928,461 | ProgramServicesAmt |
| Management And General | $8,028,608 | ManagementAndGeneralAmt |
| Fundraising | $682,611 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,229,609 | BOYAmt |
| EOY | $1,256,371 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,971,971 | BOYAmt |
| EOY | $143,361 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,565,148 | BOYAmt |
| EOY | $4,328,862 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,337,609 | BOYAmt |
| EOY | $1,088,933 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $703,271 | BOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $494,547 | BOYAmt |
| EOY | $153,043 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $46,053,661 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $20,960,128 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,545,794 | BOYAmt |
| EOY | $25,093,533 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,896,740 | BOYAmt |
| EOY | $26,698,589 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $619,873 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $118,392 | BOYAmt |
| EOY | $242,275 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,863,081 | BOYAmt |
| EOY | $59,624,840 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,591,246 | BOYAmt |
| EOY | $1,846,274 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $742,172 | BOYAmt |
| EOY | $848,543 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,225,000 | BOYAmt |
| EOY | $9,520,000 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,137 | BOYAmt |
| EOY | $7,190 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,070,128 | BOYAmt |
| EOY | $1,475,250 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,653,683 | BOYAmt |
| EOY | $13,697,257 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,106,369 | BOYAmt |
| EOY | $21,851,699 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,710,393 | BOYAmt |
| EOY | $8,234,333 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,392,636 | BOYAmt |
| EOY | $15,841,551 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,209,398 | BOYAmt |
| EOY | $45,927,583 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,863,081 | BOYAmt |
| EOY | $59,624,840 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,533,667 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,045,067 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$770,414 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,873,321 | BeginningYearBalanceAmt |
| Contributions | $1,181,405 | ContributionsAmt |
| Investment Earnings Or Losses | -$26,775 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | -$1,151,120 | AdministrativeExpensesAmt |
| End Year Balance | $18,179,071 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,734,692 | BeginningYearBalanceAmt |
| Contributions | $1,625,553 | ContributionsAmt |
| Investment Earnings Or Losses | $98,793 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $585,717 | OtherExpendituresAmt |
| End Year Balance | $15,873,321 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,451,199 | BeginningYearBalanceAmt |
| Contributions | $1,500,638 | ContributionsAmt |
| Investment Earnings Or Losses | $1,825,785 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $42,930 | OtherExpendituresAmt |
| End Year Balance | $14,734,692 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,712,083 | BeginningYearBalanceAmt |
| Contributions | $212,949 | ContributionsAmt |
| Investment Earnings Or Losses | $1,232,883 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $706,716 | OtherExpendituresAmt |
| End Year Balance | $11,451,199 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,090,243 | BeginningYearBalanceAmt |
| Contributions | $214,862 | ContributionsAmt |
| Investment Earnings Or Losses | -$47,200 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $507,000 | OtherExpendituresAmt |
| Administrative Expenses | $38,822 | AdministrativeExpensesAmt |
| End Year Balance | $10,712,083 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.01170 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.11690 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.87140 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $516,846 | OtherCostOrOtherBasisAmt |
| Book Value | $516,846 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $30,334,991 | OtherCostOrOtherBasisAmt |
| Depreciation | $16,674,152 | DepreciationAmt |
| Book Value | $13,660,839 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,823,322 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,463,894 | DepreciationAmt |
| Book Value | $7,359,428 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,378,502 | OtherCostOrOtherBasisAmt |
| Depreciation | $822,082 | DepreciationAmt |
| Book Value | $3,556,420 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $25,093,533 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Annuity Obligations | $56,244 |
| Refundable advances from the U.S. Government | $817,142 |
| Interest rate swap | $601,864 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,475,250 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $23,757,268 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$1,045,067 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$429,480 | OtherRevenueAmt |
| Revenue Not Reported | -$1,474,547 | RevenueNotReportedAmt |
| Revenue Subtotal | $25,231,815 | RevenueSubtotalAmt |
| Other Revenues Not Included | $9,941,532 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $9,941,532 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $35,173,347 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $24,039,082 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $57,825 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $57,825 | ExpensesNotReportedAmt |
| Expenses Subtotal | $23,981,257 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $9,658,423 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $9,658,423 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $33,639,680 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part X, Line 2: | 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 position as of June 30, 2016 and 2015. The University's tax returns are subject to review and examination for federal and state authorities. Open tax years subject to examination by the U.S. and state taxing authorities are for the years 2013 to 2015, which statues expire in 2016 to 2018, respectively. |
| Part XI, Line 2d - Other Adjustments: | Rental Expenses 57,825. Excess Withdrawals over income earned for pooled endowment investment -112,368. Change in Fair Value of Interest Rate Swap Agreement -374,937. |
| Part XI, Line 4b - Other Adjustments: | Scholarships and Tuition Discounts 9,658,423. Change in value/split-interest agreement 283,109. |
| Part XII, Line 2d - Other Adjustments: | Rental Expenses 57,825. |
| Part XII, Line 4b - Other Adjustments: | Scholarships and tuition discounts 9,658,423. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule E, Part I, Line 3 | Newspaper announcements, brochures, course descriptions |
| Schedule E, Part I, Line 6 | Various government grants to provide financial aid to students |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (4 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| Europe | 0 | 0 | Travel, Hotels, Meals, Tours, Tuition, Scholarships, Insurance | Program Services | $26,954 |
| Central America and Caribbean | 0 | 0 | Travel, Hotels, Meals, Tours, Tuition, Scholarships, Insurance | Program Services | $38,903 |
| East Asia and the Pacific | 0 | 0 | Travel, Hotels, Meals, Tours, Tuition, Scholarships, Insurance | Program Services | $37,330 |
| Sub-Saharan Africa | 0 | 0 | Scholarships | Program Services | $12,750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $115,937 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $115,937 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (2 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|
| Europe | Tuition | $36,860 | Check |
| East Asia and the Pacific | Tuition | $158,388 | Check |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | International students receive grant awards for attending the University. In the US student's eligibility for grant support is dependent only on their status as an international student. The admissions and registrar's offices verify the international student status using their visas. The financial aid office posts the financial aid award to their aid package and the business office posts the aid on their student account. No payments of cash are made to international students directly for their grant awards. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Starving Artists Fair | Event1Nm |
| Gross Receipts Event1 | $92,029 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $92,029 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $2,074 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $20,882 | EntertainmentEvent1Amt |
| Event2 | Fashion Show | Event2Nm |
| Gross Receipts Event2 | $36,683 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $17,000 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $19,683 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $8,088 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $170 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $39,586 | EntertainmentEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $24,970 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $25,590 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | -$620 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $381 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $4,900 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $19,117 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $88 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $153,682 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $42,590 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $111,092 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $8,469 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $7,144 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $79,585 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $88 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $95,286 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $15,806 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Educational Scholarships | GrantTypeTxt |
| Recipient | 829 | RecipientCnt |
| Cash Grant | $9,658,423 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | Each student is reviewed by two or three individuals in the awarding process. Students are then awarded grant funds based on federal, state, and institutional regulations, guidelines and institutional matrix procedures for monitoring funds are also built into the computer awarding software. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Eileen Schwalbach | ||||||||||||||
| President | $260,000 | $0 | $0 | $0 | $0 | $0 | $26,000 | $0 | $17,001 | $0 | $303,001 | $0 | $0 | $0 |
| Beth Wnuk | ||||||||||||||
| Vice President | $179,300 | $0 | $0 | $0 | $0 | $0 | $10,062 | $0 | $714 | $0 | $190,076 | $0 | $0 | $0 |
| Reyes Gonzalez | ||||||||||||||
| Vice President | $172,329 | $0 | $0 | $0 | $0 | $0 | $9,939 | $0 | $15,183 | $0 | $197,451 | $0 | $0 | $0 |
| Karen Friedlen | ||||||||||||||
| Vice President | $122,400 | $0 | $0 | $0 | $0 | $0 | $12,240 | $0 | $19,652 | $0 | $154,292 | $0 | $0 | $0 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Wisconsin Health and Educational Facilities Authority | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 391337855 | BondIssuerEIN |
| CUSIP | NONEAVAIL | CUSIPNum |
| Bond Issued | 2013-07-01 | BondIssuedDt |
| Issue Price | $6,535,000 | IssuePriceAmt |
| Purpose | Facilities Constructions | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $6,535,000 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $139,677 | IssuanceCostsFromProceedsAmt |
| Other Spent Proceeds | $6,395,323 | OtherSpentProceedsAmt |
| Current Refunding | 0 | CurrentRefundingInd |
| Advance Refunding | 0 | AdvanceRefundingInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | Yes (1) | Form8038TFiledInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| VJS Construction Services Inc | |||
| A trustee of the University | $300,369 | A Trustee is a principal of VJS construction services, Inc. Mount Mary contracted with VJS Construction Services, Inc. to provide construction management services. | 0 |
| Michael Best & Friedrich LLP | |||
| A trustee of the University | $116,910 | A Trustee is a principal of Michael Best & Freidrich LLP. Mount Mary secures legal services from Michael Best & Friedrich LLP. | 0 |
| Robert W Baird & Co Inc | |||
| A trustee of the University | $85,383 | A Trustee of the University and Chair of the Investment Committee is a principal at Robert W. Baird & Co. Inc. Mount Mary University engages Robert Baird for Investment services of their investment and endowment accounts and pays investment fees. | 0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 5 | ContributionCnt |
| Noncash Contributions Rpt F990 | $183,734 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11 | A copy of the form 990 was provided to the entire board, which includes the audit committee, prior to filing. |
| Form 990, Part VI, Section B, line 12c | A form is signed annually by the Board of Directors. This form is sent to the President and monitored by that office. |
| Form 990, Part VI, Section B, line 15 | Salaries are compared to WAICU surveys. The President's salary goes to the Board for approval for increases. The Vice President's salary increase approvals go to the President. The CFO monitors the President's compensation. |
| Form 990, Part VI, Section C, line 19 | All governing documents, conflict of interest policy, and financial statements are available upon request at the offices of the University. |
| Form 990, Part XI, line 9: | Change in value/interest rate swap agreement -374,937. Change in value/split interest agreement -283,109. Excess withdrawals over income earned for pooled endowment investment -112,368. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | School Sisters of Notre Dame | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13105 Watertown Plank Road | AddressLine1Txt |
| City | Elm Grove | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53122 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390806379 | EIN |
| Primary Activities | Sponsoring Organization of Mount Mary University | PrimaryActivitiesTxt |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3) | ExemptCodeSectionTxt |
| Public Charity Status | Line 1 | PublicCharityStatusTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | School Sisters of Notre Dame | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionTypeTxt |
| Involved | $15,000 | InvolvedAmt |
| Method Of Amount Determination | Actual Cost | MethodOfAmountDeterminationTxt |