LAKELAND UNIVERSITY INC: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- LAKELAND UNIVERSITY INC (EIN 39-0821861)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-01-26
- IRS object ID
- 201610269349301001
- Schema version
- 2014v6.0
- 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 | 2016-01-26T11:32:42-06:00 | ReturnTs |
| Tax Period End | 2015-06-30 | 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 | 777 E WISCONSIN AVENUE 32ND FLOOR | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390821861 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAKELAND COLLEGE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LAKE | BusinessNameControlTxt |
| Phone | 9205651000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 359 | AddressLine1Txt |
| City | SHEBOYGAN | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 530520359 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROLE ROBERTSON | PersonNm |
| Person Title | VICE-PRESIDENT OF FINANCE, CFO | PersonTitleTxt |
| Phone | 9205651000 | PhoneNum |
| Signature | 2016-01-26 | 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 | 4147775500 | PhoneNum |
| Preparation | 2016-01-26 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CAROLE ROBERTSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 359 | AddressLine1Txt |
| City | SHEBOYGAN | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 530520359 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $51,351,792 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.LAKELAND.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1862 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | LAKELAND COLLEGE PROVIDES EDUCATIONAL SERVICES TO UNDERGRADUATE AND GRADUATE STUDENTS IN SHEBOYGAN COUNTY, THROUGHOUT WISCONSIN AND ONLINE THE FEES COLLECTED DIRECTLY RELATE TO THE PROVISIONS OF THOSE SERVICES ON A ONE-TO-ONE BASIS (I.E. THIS REVENUE IS COLLECTED FROM THE BENEFICIARIES OF THE SERVICE) IN ADDITION, HOUSING AND MEAL SERVICES ARE PROVIDED TO THE STUDENTS ATTENDING CLASSES AT THE MAIN CAMPUS LIVING IN THE CAMPUS COMMUNITY IS AN INTEGRAL PART OF THE TRADITIONAL 4 YEAR LIBERAL ARTS EDUCATION, WHICH LAKELAND COLLEGE PROVIDES IN ITS TRADITIONAL DAY - UNDERGRADUATE PROGRAM. | ActivityOrMissionDesc |
| Voting Members Governing Body | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 24 | VotingMembersIndependentCnt |
| Total Employee | 1369 | TotalEmployeeCnt |
| Total Volunteers | 60 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$8,568 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $8,022,846 | PYContributionsGrantsAmt |
| CY Contributions Grants | $9,514,290 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $41,949,320 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $41,388,376 | CYProgramServiceRevenueAmt |
| PY Investment Income | $404,020 | PYInvestmentIncomeAmt |
| CY Investment Income | $222,129 | CYInvestmentIncomeAmt |
| PY Other Revenue | $230,532 | PYOtherRevenueAmt |
| CY Other Revenue | $120,845 | CYOtherRevenueAmt |
| PY Total Revenue | $50,606,718 | PYTotalRevenueAmt |
| CY Total Revenue | $51,245,640 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $14,569,227 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $13,858,740 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $22,765,429 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $22,746,550 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $639,039 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $13,264,868 | PYOtherExpensesAmt |
| CY Other Expenses | $12,312,234 | CYOtherExpensesAmt |
| PY Total Expenses | $50,599,524 | PYTotalExpensesAmt |
| CY Total Expenses | $48,917,524 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $7,194 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,328,116 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $40,182,982 | TotalAssetsBOYAmt |
| Total Assets EOY | $43,224,850 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $22,804,562 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $23,675,874 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $17,378,420 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $19,548,976 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | LAKELAND COLLEGE IS EDUCATES UNDERGRADUATE AND GRADUATE STUDENTS AT THEIR LOCATIONS IN WISCONSIN AND ONLINE. TUITION AND FEES COLLECTED FROM THE STUDENTS ARE DIRECTLY APPLICABLE TO INSTRUCTIONAL, ACADEMIC SUPPORT, AND AUXILIARY SERVICES TO STUDENTS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $11,822,071 | ExpenseAmt |
| Grant | $13,858,740 | GrantAmt |
| Revenue | $35,541,100 | RevenueAmt |
| Desc | ACADEMIC SUPPORT & STUDENT SERVICES: ALL ADMINISTRATIVE OVERSIGHT ACTIVITIES FOR ACADEMIC PROGRAMMING, COLLEGIATE LIBRARY, TUTORING, ACCREDITATION AND ALL SERVICES PROVIDED TO STUDENTS INCLUDING ATHLETICS, GUIDANCE, HEALTH SERVICES, RECRUITMENT, FINANCIAL AID AND GRANTS TO STUDENTS AND OTHER ACTIVITIES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $13,351,531 | ExpenseAmt |
| Revenue | $162,884 | RevenueAmt |
| Desc | INSTRUCTION & ACTIVITIES RELATED TO INSTRUCTION: ALL TEACHING, LEARNING, AND COMMUNITY ACTIVITIES RELATED TO OUR HIGHER EDUCATION EDUCATIONAL MISSION OF THE INSTITUTION INCLUDING THE COSTS OF FACILITIES TO HOLD THESE ACTIVITIES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,423,977 | ExpenseAmt |
| Revenue | $5,444,218 | RevenueAmt |
| Desc | AUXILIARY SERVICES: RESIDENTIAL AND FOOD SERVICES INCIDENTAL TO THEIR EDUCATION AND HOSTING OF VARIOUS EDUCATIONAL COMMUNITY EVENTS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $8,341,805 | ExpenseAmt |
| Revenue | $240,164 | RevenueAmt |
| Desc | OTHER PROGRAM SERVICES TO PROVIDE OPERATIONAL AND MAINTENANCE SUPPORT OF THE PLANT FOR HOLDING COURSES AND EDUCATIONAL COMMUNITY EVENTS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $8,341,805 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $240,164 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $38,939,384 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | 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 | 128 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1369 | 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 | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 24 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 24 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | 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 | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | 0 | 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 |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAROLE ROBERTSON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9205651000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 359 | AddressLine1Txt |
| City | SHEBOYGAN | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53082 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (32 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| BARBARA GANNON | |||||||
| BOARD CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| PETER REDDIN | |||||||
| VICE BOARD CHAIR/TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| WILLIAM SHELDON | |||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| RICHARD ENSWEILER | |||||||
| CHAIR OF AUDIT COMMITTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JEFF OTTUM | |||||||
| CHAIR OF THC | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DEBORAH WENTE | |||||||
| CHAIR OF ECR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| IRV KAAGE | |||||||
| CHAIR OF E&R | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN MCFADDEN | |||||||
| CHAIR OF API | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT MELZER | |||||||
| FORMER BOARD CHAIR/TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KATHIE POWERS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JEFF LAMMERS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JILL WAGNER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DEB ANSAY | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HAROLD GRIES | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BOB LOFFREDO | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DORON GREEN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVE PIERCE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| WAYMON STEWART | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MIKE BOGENSCHUETZ | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STUART BROTZ | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JEFF SPENCE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CARLA SALMON | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| FRED SEEFELDT | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DANIEL W ECK | |||||||
| PRESIDENT | 50.00 | Yes (X) | Yes (X) | $218,876 | $0 | $33,573 | |
| CAROLE ROBERTSON | |||||||
| VICE PRESIDENT FOR FINANCE | 50.00 | Yes (X) | Yes (X) | $135,053 | $0 | $12,377 | |
| KENNETH STRMISKA | |||||||
| VICE PRESIDENT ADVANCEMENT, FORMER | 50.00 | Yes (X) | Yes (X) | $141,233 | $0 | $13,750 | |
| MARGARET ALBRINCK | |||||||
| VICE PRESIDENT FOR ACADEMIC AFFAIRS | 50.00 | Yes (X) | Yes (X) | $122,857 | $0 | $22,636 | |
| ZACHARY VOELZ | |||||||
| VICE PRESIDENT FOR ENROLLMENT MANAGEMENT | 50.00 | $122,537 | $0 | $8,651 | Yes (X) | ||
| NATHAN DEHNE | |||||||
| VICE PRESIDENT FOR STUDENT DEVELOPMENT | 50.00 | $114,216 | $0 | $22,729 | Yes (X) | ||
| KHODAVANDI MEHRABAN | |||||||
| DIRECTOR OF GRADUATE EDUCATION, PROFESSOR | 50.00 | $149,620 | $0 | $26,631 | Yes (X) | ||
| MATTHEW NIEDERJOHN | |||||||
| CHARLOTTE & WALTER KOHLER CHARITABLE TRUST, ASSOC. | 50.00 | $104,721 | $0 | $21,133 | Yes (X) | ||
| CHARLES STOCKMAN | |||||||
| BUSINESS ADMIN DIVISION CHAIR AND PROFESSOR | 50.00 | $120,617 | $0 | $21,510 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,229,730 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $182,990 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 9 | 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 |
|---|---|---|---|---|---|
| FOLLETT HIGHER EDUCATION GROUP | |||||
| 1818 SWIFT DRIVE | OAK BROOK | IL | 605231576 | CAMPUS BOOK SHOP | $442,405 |
| BLACKBOARD | |||||
| PO BOX 200154 | PITTSBURGH | PA | 152510154 | EDUCATION TECHNOLOGY | $333,700 |
| O&W COMMUNICATION | |||||
| 2040 NORTH AVE | SHEBOYGAN | WI | 53083 | TELEPHONE PROFESSIONAL SERVICES | $194,431 |
| GT GRAPHICS | |||||
| 826 MICHIGAN AVENUE | SHEBOYGAN | WI | 53081 | PRINTING SERVICES | $172,369 |
| WAICU ETC | |||||
| 122 W WASHINTON AVENUE SUITE 700 | MADISON | WI | 537032723 | EDUCATION TECHNOLOGY | $145,706 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $6,255 | FundraisingAmt |
| Related Organizations | $641,258 | RelatedOrganizationsAmt |
| Government Grants | $5,543,781 | GovernmentGrantsAmt |
| All Other Contributions | $3,322,996 | AllOtherContributionsAmt |
| Noncash Contributions | $838,706 | NoncashContributionsAmt |
| Total Contributions | $9,514,290 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EDUCATION, TUITION AND FEES | 611600 | $35,541,110 | $35,541,110 |
| AUXILIARY SERVICES | 611600 | $5,444,218 | $5,444,218 |
| OTHER PROGRAM REVENUE | 611710 | $240,164 | $240,164 |
| INSTRUCTION ACTIVITIES | 611600 | $162,884 | $162,884 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $41,388,376 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $170,700 | TotalRevenueColumnAmt |
| Exclusion | $170,700 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $51,309 | SecuritiesAmt |
| Other | $120 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $51,309 | SecuritiesAmt |
| Other | $120 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $51,429 | TotalRevenueColumnAmt |
| Exclusion | $51,429 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $226,997 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $6,255 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $106,152 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $120,845 | TotalRevenueColumnAmt |
| Exclusion | $120,845 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $51,245,640 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $41,388,376 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $342,974 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,858,740 | TotalAmt |
| Program Services | $13,858,740 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,439,186 | TotalAmt |
| Program Services | $715,195 | ProgramServicesAmt |
| Management And General | $594,950 | ManagementAndGeneralAmt |
| Fundraising | $129,041 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,446,873 | TotalAmt |
| Program Services | $10,179,272 | ProgramServicesAmt |
| Management And General | $5,974,139 | ManagementAndGeneralAmt |
| Fundraising | $293,462 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $340,556 | TotalAmt |
| Program Services | $265,447 | ProgramServicesAmt |
| Management And General | $62,614 | ManagementAndGeneralAmt |
| Fundraising | $12,495 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,519,935 | TotalAmt |
| Program Services | $3,542,362 | ProgramServicesAmt |
| Management And General | $888,904 | ManagementAndGeneralAmt |
| Fundraising | $88,669 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,719 | TotalAmt |
| Management And General | $16,719 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,592 | TotalAmt |
| Management And General | $46,592 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,212 | TotalAmt |
| Management And General | $21,212 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $937,862 | TotalAmt |
| Program Services | $912,760 | ProgramServicesAmt |
| Management And General | $12,037 | ManagementAndGeneralAmt |
| Fundraising | $13,065 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,333,753 | TotalAmt |
| Program Services | $1,168,325 | ProgramServicesAmt |
| Management And General | $134,701 | ManagementAndGeneralAmt |
| Fundraising | $30,727 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $806,196 | TotalAmt |
| Program Services | $612,825 | ProgramServicesAmt |
| Management And General | $190,401 | ManagementAndGeneralAmt |
| Fundraising | $2,970 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,550,361 | TotalAmt |
| Program Services | $1,550,361 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $697,045 | TotalAmt |
| Program Services | $643,774 | ProgramServicesAmt |
| Management And General | $42,319 | ManagementAndGeneralAmt |
| Fundraising | $10,952 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,037 | TotalAmt |
| Program Services | $84,132 | ProgramServicesAmt |
| Management And General | $11,905 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $463,244 | TotalAmt |
| Program Services | $463,244 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,525,489 | TotalAmt |
| Program Services | $1,995,362 | ProgramServicesAmt |
| Management And General | $530,127 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $278,446 | TotalAmt |
| Program Services | $117,328 | ProgramServicesAmt |
| Management And General | $161,118 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MISCELLANEOUS | $1,288,459 | $910,795 | $376,201 | $1,463 |
| COST OF GOODS SOLD | $1,021,772 | $1,021,772 | ||
| REPAIRS & MAINTENANCE | $404,733 | $295,243 | $109,490 | |
| COMMUNITY SERVICE | $385,659 | $329,619 | $56,040 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $438,655 | TotalAmt |
| Program Services | $272,828 | ProgramServicesAmt |
| Management And General | $165,672 | ManagementAndGeneralAmt |
| Fundraising | $155 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,917,524 | TotalAmt |
| Program Services | $38,939,384 | ProgramServicesAmt |
| Management And General | $9,339,101 | ManagementAndGeneralAmt |
| Fundraising | $639,039 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,230,480 | BOYAmt |
| EOY | $3,305,237 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $252,608 | BOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,586,515 | BOYAmt |
| EOY | $2,659,125 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $408,937 | BOYAmt |
| EOY | $384,889 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $79,344 | BOYAmt |
| EOY | $83,436 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $545,025 | BOYAmt |
| EOY | $385,680 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $62,037,834 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $33,392,638 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,069,606 | BOYAmt |
| EOY | $28,645,196 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,877,317 | BOYAmt |
| EOY | $7,578,522 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $133,150 | BOYAmt |
| EOY | $182,765 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,182,982 | BOYAmt |
| EOY | $43,224,850 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,390,432 | BOYAmt |
| EOY | $3,332,700 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $363,454 | BOYAmt |
| EOY | $355,042 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,071,825 | BOYAmt |
| EOY | $2,941,681 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,575,000 | BOYAmt |
| EOY | $13,129,925 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $260,842 | BOYAmt |
| EOY | $782,041 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,143,009 | BOYAmt |
| EOY | $3,134,485 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,804,562 | BOYAmt |
| EOY | $23,675,874 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,127,697 | BOYAmt |
| EOY | $16,282,223 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,196,603 | BOYAmt |
| EOY | $3,175,384 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,120 | BOYAmt |
| EOY | $91,369 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,378,420 | BOYAmt |
| EOY | $19,548,976 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,182,982 | BOYAmt |
| EOY | $43,224,850 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $2,328,116 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$146,734 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$10,826 | 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $189,428 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,621,357 | BeginningYearBalanceAmt |
| Contributions | $388,250 | ContributionsAmt |
| Investment Earnings Or Losses | $79,912 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $466,299 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $45,344 | AdministrativeExpensesAmt |
| End Year Balance | $14,577,876 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,065,976 | BeginningYearBalanceAmt |
| Contributions | $281,063 | ContributionsAmt |
| Investment Earnings Or Losses | $1,838,522 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $567,000 | GrantsOrScholarshipsAmt |
| Administrative Expenses | -$2,796 | AdministrativeExpensesAmt |
| End Year Balance | $14,621,357 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,793,306 | BeginningYearBalanceAmt |
| Contributions | $783,339 | ContributionsAmt |
| Investment Earnings Or Losses | $998,221 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $506,050 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $2,840 | AdministrativeExpensesAmt |
| End Year Balance | $13,065,976 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,466,322 | BeginningYearBalanceAmt |
| Contributions | $687,911 | ContributionsAmt |
| Investment Earnings Or Losses | $174,831 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $512,411 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $23,347 | AdministrativeExpensesAmt |
| End Year Balance | $11,793,306 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,956,017 | BeginningYearBalanceAmt |
| Contributions | $379,356 | ContributionsAmt |
| Investment Earnings Or Losses | $1,653,345 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $511,190 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $11,206 | AdministrativeExpensesAmt |
| End Year Balance | $11,466,322 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.18670 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.70690 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.10640 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,698,324 | OtherCostOrOtherBasisAmt |
| Book Value | $1,698,324 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $39,329,252 | OtherCostOrOtherBasisAmt |
| Depreciation | $20,929,616 | DepreciationAmt |
| Book Value | $18,399,636 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $581,019 | OtherCostOrOtherBasisAmt |
| Depreciation | $34,255 | DepreciationAmt |
| Book Value | $546,764 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,266,734 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,400,890 | DepreciationAmt |
| Book Value | $1,865,844 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $14,162,505 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,027,877 | DepreciationAmt |
| Book Value | $6,134,628 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $28,645,196 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER EQUITY INDEX FUNDS | Desc |
| Book Value | $7,578,522 | BookValueAmt |
| Method Valuation | C | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $7,578,522 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)
| DescDesc | AmtAmt |
|---|---|
| POST RETIREMENT | $1,420,528 |
| ASSETS RETIREMENT OBLIGATION | $522,408 |
| INTEREST RATE EXCHANGE AGREEMENTS | $497,659 |
| ANNUITY OBLIGATIONS | $82,360 |
| STUDENT DEPOSITS | $212,613 |
| AGENCY FUNDS | $398,917 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,134,485 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $37,314,280 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$146,734 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$146,734 | RevenueNotReportedAmt |
| Revenue Subtotal | $37,461,014 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $21,212 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $13,763,414 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $13,784,626 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $51,245,640 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $35,143,724 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $35,143,724 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $21,212 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $13,752,588 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $13,773,800 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $48,917,524 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | WORKS OF ART ARE INCLUDED WITH THE COLLEGE'S ASSETS, AND ON DISPLAY ON CAMPUS FOR PUBLIC VIEWING. |
| PART X, LINE 2: | THE COLLEGE FOLLOWS THE ACCOUNTING STANDARDS FOR CONTINGENCIES IN EVALUATING UNCERTAIN TAX POSITIONS. THIS GUIDANCE PRESCRIBES RECOGNITION THRESHOLD PRINCIPLES FOR THE FINANCIAL STATEMENT RECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. NO LIABILITY HAS BEEN RECOGNIZED BY THE COLLEGE FOR UNCERTAIN TAX POSITIONS AS OF JUNE 20, 2015 AND 2014. THE COLLEGE'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. THE TAX RETURNS FOR FISCAL YEAR 2012 AND THEREAFTER ARE OPEN TO EXAMINATION BY FEDERAL AND STATE AUTHORITIES. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIPS AND GRANTS 13,858,740. ADJUSTMENT OF ACTUARIAL LIABILITY FOR ANNUITIES PAYBALE 33,202. UNREALIZED GAIN ON SWAP -48,168. FIN 47 AMORTIZATION EXPENSE 25,792. FUNDRAISING EXPENSES -106,152. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIPS AND GRANTS 13,858,740. FUNDRAISING EXPENSES -106,152. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | ALL APPLICATIONS AND ADVERTISING CONTAIN STATEMENTS AS TO THE NONDISCRIMINATORY POLICY OF THE COLLEGE. |
| SCHEDULE E, PART I, LINE 6 | LAKALAND COLLEGE RECEIVED A GOVERNEMENT GRANT FOR A MALAWI MASTERS IN EDUCATION PROGRAM FOR A THREE YEAR PERIOD. THE MALAWI COHORTS OF 10 STUDENTS ATTEND LAKELAND COLLEGE FOR ONE YEAR AT THE SHEBOYGAN CAMPUS TO COMPLETE THE MED COURSE WORK AND THEN ARE MONITORED AND ACCESSED IN MALAWI FOR ONE YEAR, AND GRATUATE UPON COMPLETION. OUR FACULTY ADVISORS REVIEW IN MALWAI THEIR PRACTICTIONER WORK AND THERE IS A FULL TIME MENTOR/ADVIOSR IN MALAWI. THE GRANT WAS FOR $880,000 AND LAKELAND CONTRIBUTES IN ADDITION $330,000 TO SUPPORT THESE TWO 10 STUDENT COHORTS. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| SUB-SAHARAN AFRICA-MALAWI | 0 | 0 | GRANTS AND SCHOLARSHIPS | USAID MALAWI PROGRAM - EDUCATE STUDENTS SELECTED BY USAID FOR A MASTERS OF EDUCATION DEGREE WITH AN EMPHASIS IN EARLY GRADE READING AND INSTRUCTION. | $387,047 |
| SUB-SAHARAN AFRICA-GHANA, KENYA, UGANDA | 0 | 0 | GRANTS AND SCHOLARSHIPS | ZAWADI AFRICA EDUCATION FUND - SPONSORSHIP OF 4 STUDENTS FOR THEIR EDUCATION, BOOKS AND LIVING EXPENSES FOR 4 YEARS TO GRADUATION. | $74,929 |
| 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 | $461,976 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $461,976 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (2 entries)
| RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Non Cash AssistanceNonCashAssistanceAmt | Description Of Non Cash AsstDescriptionOfNonCashAsstTxt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|---|---|---|
| SCHOLARSHIPS FOR GRADUATE STUDENTS | 20 | $387,047 | GRANTS AND SCHOLARSHIPS | |||
| SCHOLARSHIP | $74,929 | GRANTS AND SCHOLARSHIPS | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA EVENT | Event1Nm |
| Gross Receipts Event1 | $157,297 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $157,297 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $69,999 | OtherDirectExpensesEvent1Amt |
| Event2 | BLASTERS GOLF TOURNAMENT | Event2Nm |
| Gross Receipts Event2 | $75,955 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $6,255 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $69,700 | GrossRevenueEvent2Amt |
| Cash Prizes Event2 | $150 | CashPrizesEvent2Amt |
| Other Direct Expenses Event2 | $36,003 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $233,252 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $6,255 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $226,997 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $150 | CashPrizesTotalEventsAmt |
| Oth Direct Expnss Total Events | $106,002 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $106,152 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $120,845 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (5 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| FEDERAL GRANTS | 1005 | $3,022,110 |
| FEDERAL WORK STUDY | 367 | $838,210 |
| INSTITUTIONAL GRANTS | 535 | $8,271,239 |
| OUTSIDE GRANTS | 217 | $689,425 |
| STATE GRANTS | 390 | $1,037,756 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ALL GRANTS ARE DISBURSED TO THE STUDENTS ACCOUNTS DIRECTLY, ACCORDING TO GOVERNMENT REGULATIONS. ALL OUTSIDE GRANTS ARE APPLIED TO THE STUDENTS ACCOUNTS AS PER THE INSTRUCTIONS FROM THE GRANTOR. LAKELAND COLLEGE'S FINANCIAL AID DEPARTMENT MONITORS ALL GRANTS AND SCHOLARSHIPS USING POWERFAIDS SOFTWARE WHICH IS VERIFIED WITH COD BEFORE DISBURSEMENTS ARE PROCESSED. FOR OUTSIDE AND OTHER INSTITUTIONAL AID, THE FINANCIAL AID DEPARTMENT FOLLOWS THE SAME PROCEDURES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| 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 (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DANIEL W ECK | ||||||||||||||
| PRESIDENT | $218,876 | $0 | $0 | $0 | $0 | $0 | $14,852 | $0 | $18,721 | $0 | $252,449 | $0 | $0 | $0 |
| KENNETH STRMISKA | ||||||||||||||
| VICE PRESIDENT ADVANCEMENT, FORMER | $141,233 | $0 | $0 | $0 | $0 | $0 | $9,687 | $0 | $4,063 | $0 | $154,983 | $0 | $0 | $0 |
| KHODAVANDI MEHRABAN | ||||||||||||||
| DIRECTOR OF GRADUATE EDUCATION, PROF | $149,620 | $0 | $0 | $0 | $0 | $0 | $9,729 | $0 | $16,902 | $0 | $176,251 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A: | FormAndLineReferenceDesc |
| Explanation | THE PRESIDENT'S COMPENSATION INCLUDES PAYMENTS FOR CLUB DUES AND THESE DUES ARE REPORTED ON THE W-2. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|
| WISCONSIN HEALTH & EDUCATIONAL FACILITIES AUTHORITY | |||||||
| A | 391337855 | 2013-10-08 | $10,000,000 | SEE PART IV | 0 | 0 | 0 |
| WISCONSIN HEALTH & EDUCATIONAL FACILITIES AUTHORITY | |||||||
| B | 391337855 | 2013-10-23 | $4,250,000 | SEE PART IV | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|
| A | $472,500 | $10,000,000 | $10,000,000 | Yes (1) | 0 | Yes (1) | Yes (1) |
| B | $202,500 | $4,250,000 | $4,250,000 | Yes (1) | 0 | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Business Name Line2HedgeProviderName/BusinessNameLine2Txt | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BMO HARRIS BANK | |||||||||||||
| A | 0 | Yes (1) | 0 | 0 | Yes (1) | Yes (1) | NA | 5.000000000000 | 0 | 0 | 0 | 0 | Yes (1) |
| BMO HARRIS BANK | |||||||||||||
| B | 0 | Yes (1) | 0 | 0 | Yes (1) | Yes (1) | NA | 5.000000000000 | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE K, PART I, LINE A, COLUMN (F): | REFUND A PORTION OF THE $16,100,000 ADJUSTABLE RATE REVENUE BONDS SERIES 2010 (LAKELAND COLLEGE) ISSUED ON JUNE 14, 2010 |
| SCHEDULE K, PART I, LINE B, COLUMN (F): | REFUND A PORTION OF THE $16,100,000 ADJUSTABLE RATE REVENUE BONDS SERIES 2010 (LAKELAND COLLEGE) ISSUED ON JUNE 14, 2010 |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| ROHDE DALES LLC | |||
| TRUSTEE IS PARTNER IN ENTITY PROVIDING LEGAL SERVICES | $9,388 | LEGAL SERVICES | 0 |
| ANSAY AND ASSOCIATES | |||
| TRUSTEES HUSBAND OWNS AGENCY, TRUSTEE DOES NOT PARTICIPATE IN BUSINESS | $260,778 | INSURANCE AGENT | 0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $838,706 | 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 | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | A BOARD MEMBER'S SPOUSE IS THE OWNER OF A VENDOR AGENT. |
| FORM 990, PART VI, SECTION B, LINE 11 | ALL MEMBERS OF THE BOARD OF TRUSTEES ARE PROVIDED WITH THE DRAFT OF THE 990 BEFORE FILING FOR REVIEW. FURTHER, THE 990 IS MADE AVAILABLE FOR ALL BOARD MEMBERS, PUBLISHED ON THE TRUSTEE PORTAL AND NOTIFICATIONS ARE SENT TO ALL TRUSTEES. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE PRESIDENT AND VICE-PRESIDENT OF FINANCE/CFO OF THE COLLEGE REVIEWS ALL CONFLICT OF INTEREST POLICIES FROM TRUSTEES AND KEY EMPLOYEES, AND PASSES ANY ITEMS THAT ARE OF CONCERN TO THE AUDIT COMMITTEE. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COLLEGE'S HUMAN RESOURCE DIRECTOR PROVIDES THE CHAIRMAN OF THE BOARD COMPARATIVE DATA, COLLEGE'S POLICY AND RECOMMENDATIONS THE CHAIRMAN REVIEWS AND DISCUSSES WITH THE EXECUTIVE COUNCIL IF NECESSARY AND APPROVES THE EMPLOYEE WAGES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE COLLEGE'S 990 AND OTHER POLICIES ARE AVAILABLE UPON REQUEST FROM THE VICE PRESIDENT OF FINANCE, ON THE COLLEGE'S WEBSITES AND FOR PUBLIC VIEWING THROUGH GUIDESTAR. |
| FORM 990, PART XI, LINE 9: | ADJUSTMENT OF ACTUARIAL LIABILITY FOR ANNUITIES PAYABLE -33,202. UNREALIZED GAIN ON SWAP 48,168. FIN 47 AMORTIZATION EXPENSE -25,792. |
| FORM 990, PART XII, LINE 2C: | A COMMITTEE ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAKELAND COLLEGE FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 359 | AddressLine1Txt |
| City | SHEBOYGAN | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 530820359 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391655132 | EIN |
| Primary Activities | TO PROVIDE SCHOLARSHIPS TO LAKELAND COLLEGE STUDENTS | PrimaryActivitiesTxt |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 7 | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAKELAND COLLEGE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionTypeTxt |
| Involved | $641,258 | InvolvedAmt |
| Method Of Amount Determination | CASH | MethodOfAmountDeterminationTxt |
Comments