LAWRENCE UNIVERSITY OF WISCONSIN: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- LAWRENCE UNIVERSITY OF WISCONSIN (EIN 39-0806297)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-01-12
- IRS object ID
- 201500129349301310
- Schema version
- 2013v4.0
- 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 | 2015-01-12T13:24:04-06:00 | ReturnTs |
| Tax Period End | 2014-06-30 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 777 E WISCONSIN AVENUE 32ND FLOOR | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 53202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390806297 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAWRENCE UNIVERSITY OF WISCONSIN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LAWR | BusinessNameControlTxt |
| Phone | 9208327164 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 711 E BOLDT WAY | AddressLine1 |
| City | APPLETON | City |
| State | WI | State |
| ZIP Code | 54911 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTOPHER LEE | PersonNm |
| Person Title | VP FOR FINANCE & ADMINISTRATION | PersonTitleTxt |
| Phone | 9208327164 | PhoneNum |
| Signature | 2014-12-19 | 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 | 2014-12-19 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CHRISTOPHER LEE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 711 E BOLDT WAY | AddressLine1 |
| City | APPLETON | City |
| State | WI | State |
| ZIP Code | 54911 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $142,431,166 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.LAWRENCE.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1847 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE A HIGH QUALITY, LIBERAL ARTS EDUCATION AND SOUND CAREER PREPARATION TO ITS STUDENTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 30 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 29 | VotingMembersIndependentCnt |
| Total Employee | 1965 | TotalEmployeeCnt |
| Total Volunteers | 30 | TotalVolunteersCnt |
| Total Gross UBI | $26,946 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$14,005 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $16,431,332 | PYContributionsGrantsAmt |
| CY Contributions Grants | $37,548,405 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $67,824,478 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $71,895,372 | CYProgramServiceRevenueAmt |
| PY Investment Income | $6,645,076 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,299,588 | CYInvestmentIncomeAmt |
| PY Other Revenue | $468,239 | PYOtherRevenueAmt |
| CY Other Revenue | $392,113 | CYOtherRevenueAmt |
| PY Total Revenue | $91,369,125 | PYTotalRevenueAmt |
| CY Total Revenue | $114,135,478 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $26,269,424 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $29,576,516 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $36,686,033 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $37,650,116 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,603,788 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $21,638,866 | PYOtherExpensesAmt |
| CY Other Expenses | $23,724,891 | CYOtherExpensesAmt |
| PY Total Expenses | $84,594,323 | PYTotalExpensesAmt |
| CY Total Expenses | $90,951,523 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $6,774,802 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $23,183,955 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $355,773,887 | TotalAssetsBOYAmt |
| Total Assets EOY | $409,261,567 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $56,615,940 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $54,877,693 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $299,157,947 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $354,383,874 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | LAWRENCE UNIVERSITY OF WISCONSIN, THROUGH ITS UNDERGRADUATE RESIDENTIAL COLLEGE AND CONSERVATORY OF MUSIC, EDUCATES STUDENTS IN THE LIBERAL ARTS AND SCIENCES. THE UNIVERSITY IS DEVOTED TO EXCELLENCE AND INTEGRITY IN ALL OF ITS ACTIVITIES AND COMMITTED TO THE DEVELOPMENT OF INTELLECT AND TALENT, THE PURSUIT OF KNOWLEDGE AND UNDERSTANDING, THE CULTIVATION OF SOUND JUDGMENT, AND RESPECT FOR THE PERSPECTIVES OF OTHERS. LAWRENCE PREPARES STUDENTS FOR LIVES OF ACHIEVEMENT, RESPONSIBLE AND MEANINGFUL CITIZENSHIP, LIFELONG LEARNING, AND PERSONAL FULFILLMENT. AS A LEARNING COMMUNITY OF SCHOLARS AND ARTISTS WE ENGAGE EACH OTHER IN A TRANSFORMATIVE PROCESS THAT EMPHASIZES INDIVIDUALIZED LEARNING, SUPPORTED BY AN ENVIRONMENT OF RICH EDUCATIONAL OPPORTUNITIES IN A RESIDENTIAL CAMPUS SETTING. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $56,300,085 | ExpenseAmt |
| Grant | $29,576,516 | GrantAmt |
| Revenue | $62,247,913 | RevenueAmt |
| Desc | PROVIDE LIBERAL ARTS INSTRUCTION TO 1500 UNIVERSITY STUDENTS. LAWRENCE CURRICULUM PROMOTES EXPOSURE TO A WIDE RANGE OF SUBJECT MATTERS AND INTELLECTUAL APPROACHES. IT ALSO CALLS FOR THE FOCUSED STUDY OF A SINGLE AREA OF KNOWLEDGE. WITHIN THIS GENERAL FRAMEWORK, THE STUDENT EXERCISES WIDE LATITUDE IN BUILDING A COURSE OF STUDY. A LAWRENCE EDUCATION, THEN, RESULTS FROM CONSIDERED CHOICES. THE COLLEGE PROVIDES AMPLE ROOM FOR SUCH CHOICES AND ENCOURAGES STUDENTS TO EXERCISE THEM BOLDLY. THE LAWRENCE UNIVERSITY CONSERVATORY OF MUSIC, NOW IN ITS SECOND CENTURY OF EDUCATING STUDENTS FOR CAREERS IN MUSIC, IS A NATIONALLY RECOGNIZED CONSERVATORY DEVOTED EXCLUSIVELY TO THE EDUCATION OF UNDERGRADUATES WITHIN A DISTINGUISHED COLLEGE OF THE LIBERAL ARTS AND SCIENCES. A SUPERB FACULTY OF PERFORMERS, COMPOSERS, SCHOLARS, AND TEACHERS PRIDE THEMSELVES ON THE INDIVIDUAL ATTENTION GIVEN TO MORE THAN 330 MUSIC MAJORS WHO PURSUE THEIR UNDERGRADUATE DEGREES AT LAWRENCE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,160,568 | ExpenseAmt |
| Revenue | $7,657,492 | RevenueAmt |
| Desc | PROVIDE FOOD SERVICE AND HOUSING TO 1500 UNIVERSITY STUDENTS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $8,553,833 | ExpenseAmt |
| Revenue | $674,512 | RevenueAmt |
| Desc | PROVIDE STUDENTS WITH SERVICES SUCH AS MUSIC, ATHLETICS, COMMUNITY INVOLVEMENT, RESIDENTIAL LIFE, COUNSELING, HEALTH CENTER, AND MULTICULTURAL AFFAIRS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,155,464 | ExpenseAmt |
| Revenue | $1,752,055 | RevenueAmt |
| Desc | PROVIDE ACADEMIC SUPPORT TO 1500 STUDENTS THROUGH LIBRARY FACILITIES AND COMPUTER SERVICES | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $5,155,464 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $1,752,055 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $76,169,950 | 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 | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | 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 | 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 | Yes (1) | 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 | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 308 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1965 | 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 | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | CJ | ForeignCountryCd |
| Foreign Country | EI | ForeignCountryCd |
| Foreign Country | UK | ForeignCountryCd |
| Foreign Country | BD | ForeignCountryCd |
| 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 | 30 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 29 | 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 | 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 | 0 | 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 | ELIZABETH MILLER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9208327164 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 711 E BOLDT WAY | AddressLine1 |
| City | APPLETON | City |
| State | WI | State |
| ZIP Code | 54911 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (42 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| ABIR SEN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHARLES D SAUNDERS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHARLOT NELSON SINGLETON | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DALE R SCHUH | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID BLOWERS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID N KNAPP | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DR PETER R BETZER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| EDITH ANDREW | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| J TERRENCE FRANKE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JILL S DOLAN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JILL BECK | |||||||
| FORMER PRESIDENT | 40.00 | Yes (X) | $339,361 | $0 | $63,182 | Yes (X) | |
| JOANNA DEPLAS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN H ELLERMAN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KK TSE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KURT ALBERTINE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LAN HUANG | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LOUIS B BUTLER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK BURSTEIN | |||||||
| PRESIDENT | 40.00 | Yes (X) | $154,760 | $0 | $30,066 | Yes (X) | |
| MARTHA OLSON | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL P CISLER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| OVERTON B PARRISH JR | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PETER MUSSER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RENEE GORAL BOLDT | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT A ANKER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT C BUCHANAN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT J SCHAUPP | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SARAH E SCHOTT | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SCOTT D MYERS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STEPHANIE H VRABEC | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN FEITH | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN STILLMAN KANE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM O HOCHKAMMER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BRIAN RISTE | |||||||
| VP FOR BUSINESS AND OPERAT | 40.00 | $176,497 | $0 | $26,475 | Yes (X) | ||
| CALVIN HUSMANN | |||||||
| VP FOR DEVELOPMENT & ALUMN | 40.00 | $177,609 | $0 | $30,396 | Yes (X) | ||
| CHRISTOPHER LEE | |||||||
| VP FOR FINANCE AND ADMINISTRATION | 40.00 | $20,000 | $0 | $3,000 | Yes (X) | ||
| DAVID BURROWS | |||||||
| DEAN OF FACULTY | 40.00 | $163,949 | $0 | $24,592 | Yes (X) | ||
| KEN ANSELMENT | |||||||
| DEAN OF ADMISSIONS & FA | 40.00 | $114,301 | $0 | $17,145 | Yes (X) | ||
| NANCY TRUESDELL | |||||||
| DEAN OF STUDENTS | 40.00 | $107,264 | $0 | $16,090 | Yes (X) | ||
| BRIAN PERTL | |||||||
| DEAN OF CONSERVATORY | 40.00 | $164,488 | $0 | $44,673 | Yes (X) | ||
| FREDERICK STURM | |||||||
| PROF - MUSIC | 40.00 | $128,699 | $0 | $19,305 | Yes (X) | ||
| JEFFREY STANNARD | |||||||
| ASSOC DEAN OF CONSERVATORY | 40.00 | $115,227 | $0 | $17,284 | Yes (X) | ||
| MARY MEANY | |||||||
| DIRECTOR OF CAREER SERVICE | 40.00 | $111,637 | $0 | $16,746 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,773,792 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $308,954 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 15 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| HEWITT ENNISKNUPP INC | |||||
| 200 EAST RANDOLPH STREET SUITE 150 | CHICAGO | IL | 60601 | INVESTMENT SERVICES | $213,334 |
| BAKER TILLY VIRCHOW KRAUSE LLP | |||||
| 777 E WISCONSIN AVE 32ND FLOOR | MILWAUKEE | WI | 53202 | AUDIT & TAX PREPARATION SERIVES | $100,911 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $12,715 | FundraisingAmt |
| Government Grants | $535,387 | GovernmentGrantsAmt |
| All Other Contributions | $37,000,303 | AllOtherContributionsAmt |
| Noncash Contributions | $2,263,542 | NoncashContributionsAmt |
| Total Contributions | $37,548,405 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611710 | $69,905,405 | $69,905,405 |
| AUXILIARY ENTERPRISE | 611710 | $1,752,055 | $1,752,055 |
| CONSERVATORY | 611710 | $145,099 | $145,099 |
| EVENTS | 611710 | $52,287 | $52,287 |
| SUMMER CAMPS | 611710 | $35,796 | $35,796 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,730 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,730 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $71,895,372 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,997,715 | TotalRevenueColumnAmt |
| Exclusion | $1,997,715 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $13,712 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $13,712 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,712 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $13,212 | UnrelatedBusinessRevenueAmt |
| Exclusion | $500 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $30,582,304 | SecuritiesAmt |
| Other | $375 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $28,280,806 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,301,498 | SecuritiesAmt |
| Other | $375 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,301,873 | TotalRevenueColumnAmt |
| Exclusion | $2,301,873 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $47,466 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $12,715 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $14,882 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $32,584 | TotalRevenueColumnAmt |
| Exclusion | $32,584 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 611710 | BusinessCd |
| Total Revenue Column | $345,817 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $332,083 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $13,734 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $345,817 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $114,135,478 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $72,227,455 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $26,946 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,332,672 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,576,516 | TotalAmt |
| Program Services | $29,576,516 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,773,792 | TotalAmt |
| Management And General | $1,773,792 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,290,031 | TotalAmt |
| Program Services | $22,728,571 | ProgramServicesAmt |
| Management And General | $2,780,911 | ManagementAndGeneralAmt |
| Fundraising | $1,780,549 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,833,743 | TotalAmt |
| Program Services | $1,429,552 | ProgramServicesAmt |
| Management And General | $283,056 | ManagementAndGeneralAmt |
| Fundraising | $121,135 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,809,442 | TotalAmt |
| Program Services | $1,198,772 | ProgramServicesAmt |
| Management And General | $3,606,799 | ManagementAndGeneralAmt |
| Fundraising | $3,871 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,943,108 | TotalAmt |
| Program Services | $1,547,082 | ProgramServicesAmt |
| Management And General | $272,611 | ManagementAndGeneralAmt |
| Fundraising | $123,415 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $144,676 | TotalAmt |
| Management And General | $144,676 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,688 | TotalAmt |
| Management And General | $106,688 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,436,087 | TotalAmt |
| Program Services | $675,712 | ProgramServicesAmt |
| Management And General | $739,677 | ManagementAndGeneralAmt |
| Fundraising | $20,698 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $189,586 | TotalAmt |
| Program Services | $26,720 | ProgramServicesAmt |
| Management And General | $161,167 | ManagementAndGeneralAmt |
| Fundraising | $1,699 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,621,597 | TotalAmt |
| Program Services | $1,652,459 | ProgramServicesAmt |
| Management And General | -$54,837 | ManagementAndGeneralAmt |
| Fundraising | $23,975 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,591,171 | TotalAmt |
| Program Services | $2,132,681 | ProgramServicesAmt |
| Management And General | $458,490 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,071,233 | TotalAmt |
| Program Services | $1,171,436 | ProgramServicesAmt |
| Management And General | $564,195 | ManagementAndGeneralAmt |
| Fundraising | $335,602 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,701 | TotalAmt |
| Program Services | $63,884 | ProgramServicesAmt |
| Management And General | $49,956 | ManagementAndGeneralAmt |
| Fundraising | $11,861 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,298,191 | TotalAmt |
| Program Services | $1,285,625 | ProgramServicesAmt |
| Management And General | $12,566 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,872,779 | TotalAmt |
| Program Services | $6,459,926 | ProgramServicesAmt |
| Management And General | $412,853 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $627,141 | TotalAmt |
| Management And General | $627,141 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| TUITION EXPENSES | $2,169,683 | $2,169,683 | ||
| REPAIRS AND MAINTENANCE | $2,051,656 | $1,905,440 | $76,868 | $69,348 |
| OTHER EXPENSES | $1,237,134 | $961,373 | $220,648 | $55,113 |
| MISCELLANEOUS | $595,296 | $790,146 | -$240,666 | $45,816 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $586,272 | TotalAmt |
| Program Services | $394,372 | ProgramServicesAmt |
| Management And General | $181,194 | ManagementAndGeneralAmt |
| Fundraising | $10,706 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,951,523 | TotalAmt |
| Program Services | $76,169,950 | ProgramServicesAmt |
| Management And General | $12,177,785 | ManagementAndGeneralAmt |
| Fundraising | $2,603,788 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,357,589 | BOYAmt |
| EOY | $3,934,109 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,418,116 | BOYAmt |
| EOY | $7,968,613 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,146,516 | BOYAmt |
| EOY | $30,095,173 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $615,233 | BOYAmt |
| EOY | $596,400 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,776,264 | BOYAmt |
| EOY | $5,667,837 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $294,362 | BOYAmt |
| EOY | $243,008 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,979 | BOYAmt |
| EOY | $64,491 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $236,787,859 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $127,735,410 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $111,582,812 | BOYAmt |
| EOY | $109,052,449 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $157,815,976 | BOYAmt |
| EOY | $180,418,231 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,582,554 | BOYAmt |
| EOY | $68,120,993 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,112,486 | BOYAmt |
| EOY | $3,100,263 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $355,773,887 | BOYAmt |
| EOY | $409,261,567 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,025,562 | BOYAmt |
| EOY | $8,283,229 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,114,651 | BOYAmt |
| EOY | $1,019,821 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,094,910 | BOYAmt |
| EOY | $35,495,261 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,380,817 | BOYAmt |
| EOY | $10,079,382 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,615,940 | BOYAmt |
| EOY | $54,877,693 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,091,880 | BOYAmt |
| EOY | $101,840,878 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $116,609,298 | BOYAmt |
| EOY | $69,912,050 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $150,456,769 | BOYAmt |
| EOY | $182,630,946 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $299,157,947 | BOYAmt |
| EOY | $354,383,874 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $355,773,887 | BOYAmt |
| EOY | $409,261,567 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $23,183,955 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $31,528,090 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $513,882 | 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $212,431,926 | BeginningYearBalanceAmt |
| Contributions | $11,020,336 | ContributionsAmt |
| Investment Earnings Or Losses | $36,163,657 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $10,143,064 | OtherExpendituresAmt |
| End Year Balance | $249,472,855 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $194,312,077 | BeginningYearBalanceAmt |
| Contributions | $4,408,935 | ContributionsAmt |
| Investment Earnings Or Losses | $22,660,718 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $8,949,804 | OtherExpendituresAmt |
| End Year Balance | $212,431,926 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $214,650,801 | BeginningYearBalanceAmt |
| Contributions | $4,093,643 | ContributionsAmt |
| Investment Earnings Or Losses | -$3,026,957 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $8,984,739 | OtherExpendituresAmt |
| Administrative Expenses | $12,420,671 | AdministrativeExpensesAmt |
| End Year Balance | $194,312,077 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $180,257,588 | BeginningYearBalanceAmt |
| Contributions | $2,806,749 | ContributionsAmt |
| Investment Earnings Or Losses | $41,381,464 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $9,795,000 | OtherExpendituresAmt |
| End Year Balance | $214,650,801 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $168,497,280 | BeginningYearBalanceAmt |
| Contributions | $2,700,306 | ContributionsAmt |
| Investment Earnings Or Losses | $18,235,002 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $9,175,000 | OtherExpendituresAmt |
| End Year Balance | $180,257,588 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.16000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.84000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,149,876 | OtherCostOrOtherBasisAmt |
| Book Value | $3,149,876 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $172,219,044 | OtherCostOrOtherBasisAmt |
| Depreciation | $77,421,451 | DepreciationAmt |
| Book Value | $94,797,593 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $61,418,939 | OtherCostOrOtherBasisAmt |
| Depreciation | $50,313,959 | DepreciationAmt |
| Book Value | $11,104,980 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $109,052,449 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | VENTURE CAPITAL | Desc |
| Book Value | $68,120,993 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $68,120,993 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| POSTRETIREMENT OBLIGATIONS | $2,699,292 |
| U.S. GOVERNMENT GRANTS REFUNDABLE | $1,695,570 |
| ANNUITIES PAYABLE | $2,138,993 |
| ASSET RETIREMENT OBLIGATIONS | $3,271,170 |
| DUE TO MEMBERS | $274,357 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $10,079,382 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $116,600,934 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $31,528,090 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$29,075,673 | OtherRevenueAmt |
| Revenue Not Reported | $2,452,417 | RevenueNotReportedAmt |
| Revenue Subtotal | $114,148,517 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$13,039 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$13,039 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $114,135,478 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $61,375,007 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $61,375,007 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $29,576,516 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $29,576,516 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $90,951,523 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 1A: | THE UNIVERSITY DOES NOT ASSIGN OR RECORD A VALUE FOR ART AND OTHER COLLECTIONS RECEIVED AS GIFTS. ACCORDINGLY, THE VALUE OF CERTAIN ART AND OTHER COLLECTIONS HAS BEEN EXCLUDED FROM THE STATEMENTS OF FINANCIAL POSITION. |
| PART III, LINE 4: | THE ARTWORK AND OTHER MISCELLANEOUS COLLECTIONS IN THE UNIVERSITY'S POSSESSION ARE USED TO HELP SUPPORT KNOWLEDGE GROWTH AND WORLDLY EXPERIENCE TO OUR STUDENTS. |
| PART V, LINE 4: | ENDOWMENT FUNDS ARE USED TO SUPPORT STUDENT SCHOLARSHIPS, FACULTY CHAIR POSITIONS AND OTHER ACADEMIC MISSION RELATED PURPOSES. |
| PART X, LINE 2: | THE UNIVERSITY 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 UNIVERSITY FOR UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2014 AND 2013. THE UNIVERSITY'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. THE TAX RETURNS FOR FISCAL YEAR 2011 AND THEREAFTER ARE OPEN TO EXAMINATION BY FEDERAL AND STATE AUTHORITIES. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | TUITION DISCOUNTS -29,576,516. INTEREST RATE SWAP - MARK TO MARKET 374,356. CHANGE IN VALUE OF SPILT INTEREST AGREEMENTS 179,709. CHANGE IN VALUE OF INTEREST IN TRUSTS -53,222. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | LOSS ON DONATED STOCK -13,039. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | TUITION DISCOUNTS 29,576,516. |
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 | GENERAL POLICY IS INCLUDED IN ALL SUBSTANTIVE PUBLICATIONS DISTRIBUTED. |
| SCHEDULE E, PART I, LINE 6 | THE UNIVERSITY RECEIVES FEDERAL STUDENT AID FROM THE U.S. DEPARTMENT OF EDUCATION INCLUDING PELL GRANTS, FEDERAL SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANTS, FEDERAL WORK-STUDY GRANTS, PERKINS LOANS, DIRECT STUDENT LOANS, ACADEMIC COMPETITIVENESS GRANT AND NATIONAL SCIENCE AND MATHEMATICS ACCESS TO RETAIN TALENT GRANTS. THE UNIVERSITY ALSO RECEIVES RESEARCH AND DEVELOPMENT GRANTS FROM THE NATIONAL INSTITUTE OF HEALTH, NATIONAL SCIENCE FOUNDATION, AND NATIONAL AERONAUTICS AND SPACE ADMINISTRATION. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | LONDON, ENGLAND | RegionTxt |
| Offices | 1 | OfficesCnt |
| Employee | 1 | EmployeeCnt |
| Type Of Activities Conducted | PROGRAM SERVICES | TypeOfActivitiesConductedTxt |
| Specific Services Provided | OFF CAMPUS EDUCATIONAL EXPERIENCE | SpecificServicesProvidedTxt |
| Region Total Expenditures | $845,967 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 1 | SubtotalOfficesCnt |
| Subtotal Employees | 1 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 1 | TotalOfficeCnt |
| Total Employee | 1 | TotalEmployeeCnt |
| Subtotal Spent | $845,967 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $845,967 | TotalSpentAmt |
| 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) |
|---|---|---|
| Name Of Event1 | GOLF OUTING | NameOfEvent1Amt |
| Gross Receipts Event1 | $28,415 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $12,715 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $15,700 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $10,636 | OtherDirectExpensesEvent1Amt |
| Name Of Event2 | TUTTI MUSIC ACADEMY | NameOfEvent2Amt |
| Gross Receipts Event2 | $31,766 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $31,766 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $1,600 | NonCashPrizesEvent2Amt |
| Other Direct Expenses Event2 | $2,646 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $60,181 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $12,715 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $47,466 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $1,600 | NonCashPrizesTotalEventsAmt |
| Oth Direct Expnss Total Events | $13,282 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $14,882 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $32,584 | 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 | SCHOLARSHIPS TO STUDENTS | GrantTypeTxt |
| Recipient | 1481 | RecipientCnt |
| Cash Grant | $29,576,516 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | SCHOLARSHIP AMOUNTS ARE APPLIED DIRECTLY TO STUDENT ACCOUNTS AFTER A THOROUGH REVIEW OF ELIGIBILITY AND SELECTION CRITERIA. THE UNIVERSITY HAS AN EXPERIENCED FINANCIAL AID DEPARTMENT THAT MONITORS THE USE OF GRANT FUNDS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| 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 | Yes (1) | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JILL BECK | ||||||||||||||
| FORMER PRESIDENT | $339,361 | $0 | $0 | $0 | $0 | $0 | $12,278 | $0 | $50,904 | $0 | $402,543 | $0 | $0 | $0 |
| MARK BURSTEIN | ||||||||||||||
| PRESIDENT | $154,760 | $0 | $0 | $0 | $0 | $0 | $6,852 | $0 | $23,214 | $0 | $184,826 | $0 | $0 | $0 |
| BRIAN RISTE | ||||||||||||||
| VP FOR BUSINESS AND OPERAT | $176,497 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $26,475 | $0 | $202,972 | $0 | $0 | $0 |
| CALVIN HUSMANN | ||||||||||||||
| VP FOR DEVELOPMENT & ALUMN | $177,609 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $30,396 | $0 | $208,005 | $0 | $0 | $0 |
| DAVID BURROWS | ||||||||||||||
| DEAN OF FACULTY | $163,949 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $24,592 | $0 | $188,541 | $0 | $0 | $0 |
| BRIAN PERTL | ||||||||||||||
| DEAN OF CONSERVATORY | $164,488 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $44,673 | $0 | $209,161 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 4B | FormAndLineReferenceDesc |
| Explanation | THE PRESIDENT OF THE UNIVERSITY IS A PARTICIPANT IN A 457(B)PLAN. AN ANNUAL UNIVERSITY CONTRIBUTION IS DETERMINED AND APPROVED BY THE BOARD OF TRUSTEES. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| WISCONSIN HEALTH & EDUCATIONAL FACILITIES AUTHORITY | ||||||||
| A | 391337855 | 97710BGM8 | 2009-02-26 | $29,810,000 | CURRENT REFUND BONDS ISSUED 2/22/89, 11/02/00 & 07/11/02 | 0 | 0 | 0 |
| WISCONSIN HEALTH & EDUCATIONAL FACILITIES AUTHORITY | ||||||||
| B | 391337855 | 97710B3G5 | 2012-08-29 | $11,065,000 | CURRENT REFUND BONDS ISSUED 09/09/98 | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|
| A | $4,455,000 | $29,810,000 | $241,040 | $29,568,960 | Yes (1) | 0 | Yes (1) | Yes (1) |
| B | $700,000 | $11,065,000 | $220,000 | $10,845,000 | 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 | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| B | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
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 | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VARIOUS TRUSTEES | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship With Org | GRANDCHILDREN/CHILDREN | RelationshipWithOrgTxt |
| Cash Grant | $10,334 | CashGrantAmt |
| Type Of Assistance | INSTITUTIONAL GRANTS | TypeOfAssistanceTxt |
| Assistance Purpose | EDUCATION | AssistancePurposeTxt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RENEE BOLDT | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | TRUSTEE | RelationshipDescriptionTxt |
| Transaction | $153,145 | TransactionAmt |
| Transaction | OSCAR C. BOLDT IS RENEE GORAL BOLDT'S FATHER-IN-LAW. OSCAR IS A LONG-TIME SUPPORTER OF LAWRENCE UNIVERSITY AND RENEE IS AN ALUMNI AND ACTIVE TRUSTEE MEMBER. LAWRENCE PERIODICALLY CONTRACTS WITH THE BOLDT COMPANY FOR CONSTRUCTION PROJECTS. | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 40 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,263,542 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | 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 (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 WILL BE POSTED ONTO THE BOARD TRUSTEE WEBSITE PRIOR TO FILING, WHICH IS CONSISTENT WITH HOW ALL MATERIALS FOR BOARD MEETINGS ARE COMMUNICATED TO BOARD MEMBERS. TO RESPECT THE WISHES OF CERTAIN DONORS TO REMAIN ANONYMOUS, WE HAVE CHOSEN NOT TO PROVIDE A FULL DISCLOSURE COPY OF THE 990 TO THE FULL GOVERNING BOARD OF LAWRENCE UNIVERSITY. A FULL DISCLOSURE COPY, WITH ALL DONOR INFORMATION, WILL BE FILED WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | ACCORDING TO THE WRITTEN CONFLICT OF INTEREST POLICY, THE SECRETARY OF THE BOARD OF TRUSTEES SHALL REQUEST EACH PRESENT MEMBER OF THE BOARD OF TRUSTEES AND OFFICERS, AND EACH FUTURE MEMBER OF THE BOARD OF TRUSTEES AND OFFICER PRIOR TO FORMAL ELECTION TO COMPLETE AN APPROPRIATE STATEMENT, SIMILAR TO THE ONE APPENDED, AND TO RENEW THE STATEMENT AT LEAST ONCE EVERY YEAR WHILE SERVING IN ANY OF THESE CAPABILITIES. A CONFIDENTIAL FILE SHALL BE MAINTAINED OF SUCH STATEMENTS. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE EXECUTIVE COMMITTEE REVIEWS AND APPROVES THE PRESIDENT'S AND ANY OTHER DISQUALIFIED PERSON'S COMPENSATION, WHICH IS THEN REPORTED TO THE BOARD. COMPENSATION SURVEY INFORMATION IS USED FROM COMPARABLE INSTITUTIONS. AN INDEPENDENT CONSULTANT IS USED EVERY FEW YEARS AS WELL. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF SPILT INTEREST AGREEMENTS 179,709. CHANGE IN THE VALUE OF INTEREST IN TRUSTS -53,222. INTEREST RATE SWAP - MARK TO MARKET 374,356. LOSS ON DONATED STOCK 13,039. |
| FORM 990, PART XII, LINE 2C | NO CHANGES HAVE BEEN MADE FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAWRENCE CORPORATION OF WISCONSIN | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 711 E BOLDT WAY | AddressLine1 |
| City | APPLETON | City |
| State | WI | State |
| ZIP Code | 54911 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 930841243 | EIN |
| Primary Activities | TO PROVIDE FINANCIAL SUPPORT TO LAWRENCE UNIVERSITY | PrimaryActivitiesTxt |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 11 TYPE I | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAWRENCE UNIVERSITY OF WISCONSIN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | 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 | 0 | 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 |
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