CARDINAL STRITCH UNIVERSITY INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- CARDINAL STRITCH UNIVERSITY INC (EIN 39-0806196)
- Tax period
- 2013-08-01 to 2014-07-31
- Filed
- 2015-03-13
- IRS object ID
- 201500729349300130
- 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 O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-03-13T13:28:09-05:00 | ReturnTs |
| Tax Period End | 2014-07-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8215 GREENWAY BOULEVARD SUITE 600 | AddressLine1 |
| City | MIDDLETON | City |
| State | WI | State |
| ZIP Code | 53562 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390806196 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARDINAL STRITCH UNIVERSITY INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CARD | BusinessNameControlTxt |
| Phone | 4144104000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6801 NORTH YATES RD | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 532173985 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TAMMY M HOWARD | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 4144104000 | PhoneNum |
| Signature | 2015-03-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KIMBERLY ANDERSON CPA | PreparerPersonNm |
| PTIN | P00188889 | PTIN |
| Phone | 6086628600 | PhoneNum |
| Preparation | 2015-03-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JAMES P LOFTUS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6801 NORTH YATES RD | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 532173985 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $66,508,387 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Group Exemption | 0928 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.STRITCH.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1937 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | CARDINAL STRITCH UNIVERSITY IS A COMPREHENSIVE, COEDUCATIONAL, INSTITUTION OFFERING EDUCATIONAL PROGRAMS LEADING TO ASSOCIATE, BACCALAUREATE, MASTERS AND DOCTORAL DEGREES IN A VARIETY OF DISCIPLINES PROVIDED THROUGH ITS FOUR COLLEGES: COLLEGE OF ARTS AND SCIENCES, COLLEGE OF BUSINESS AND MANAGEMENT, COLLEGE OF EDUCATION AND LEADERSHIP, AND THE RUTH S. COLEMAN COLLEGE OF NURSING. | ActivityOrMissionDesc |
| Voting Members Governing Body | 26 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 24 | VotingMembersIndependentCnt |
| Total Employee | 1499 | TotalEmployeeCnt |
| Total Volunteers | 108 | TotalVolunteersCnt |
| Total Gross UBI | $20,696 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$11,011 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,285,528 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,930,401 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $55,812,267 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $57,796,456 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,847,292 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,947,227 | CYInvestmentIncomeAmt |
| PY Other Revenue | $560,368 | PYOtherRevenueAmt |
| CY Other Revenue | $641,009 | CYOtherRevenueAmt |
| PY Total Revenue | $61,505,455 | PYTotalRevenueAmt |
| CY Total Revenue | $64,315,093 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $10,252,722 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $11,880,049 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $34,829,210 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $28,706,023 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $5,360 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $46,362 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $792,112 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $25,649,136 | PYOtherExpensesAmt |
| CY Other Expenses | $24,199,339 | CYOtherExpensesAmt |
| PY Total Expenses | $70,736,428 | PYTotalExpensesAmt |
| CY Total Expenses | $64,831,773 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$9,230,973 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$516,680 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $69,651,985 | TotalAssetsBOYAmt |
| Total Assets EOY | $64,871,758 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $22,801,065 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $19,523,748 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $46,850,920 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $45,348,010 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | CARDINAL STRITCH UNIVERSITY IS A COMPREHENSIVE, COEDUCATIONAL, INSTITUTION OFFERING EDUCATIONAL PROGRAMS LEADING TO ASSOCIATE, BACCALAUREATE, MASTERS AND DOCTORAL DEGREES IN A VARIETY OF DISCIPLINES PROVIDED THROUGH ITS FOUR COLLEGES: COLLEGE OF ARTS AND SCIENCES, COLLEGE OF BUSINESS AND MANAGEMENT, COLLEGE OF EDUCATION AND LEADERSHIP, AND THE RUTH S. COLEMAN COLLEGE OF NURSING. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $43,044,398 | ExpenseAmt |
| Grant | $11,880,049 | GrantAmt |
| Revenue | $58,320,924 | RevenueAmt |
| Desc | HIGHER EDUCATION: CARDINAL STRITCH OFFERS A PROGRAM OF LIBERAL ARTS CLASSES, WITH A SPECIALIZATION IN NURSING, BUSINESS, ECONOMICS, READING, COMPUTER SCIENCE, TEACHER EDUCATION AND ART. TOTAL STUDENT ENROLLMENT WAS APPROXIMATELY 4,407 OF WHICH APPROXIMATELY 2,948 WERE UNDERGRADUATES AND 1,714 WERE GRADUATE STUDENTS. CONFERRED 177 ASSOCIATES DEGREES, 554 BACHELORS DEGREES, 505 MASTERS DEGREES AND 35 DOCTORAL DEGREES. | Desc |
| Total Program Service Expenses | $43,044,398 | 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 | Yes (1) | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | Yes (1) | 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 | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | 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 | 7785 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1499 | 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 | 26 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 24 | 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 | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAMMY M HOWARD | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4144104225 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6801 NORTH YATES ROAD | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 532173985 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (35 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| FLORENCE DEACON OSF PHD | ||||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DIANA DE BRUIN OSF | ||||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MARGARET KRUSE OSF | ||||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS A MYERS | ||||||||
| CHAIR OF BOARD OF TRUSTEES | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID R HAWKE | ||||||||
| PAST CHAIR OF BOARD OF TRU | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| SOUHEIL S BADRAN | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MARY T KELLNER EDD | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JOANNE M SCHATZLEIN OSF | ||||||||
| TRUSTEE & CORP LIAISON TO BOARD | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| KELLY A BROWN | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES P LOFTUS PHD | ||||||||
| TRUSTEE & PRESIDENT | 40.00 | Yes (X) | $271,452 | $0 | $57,899 | Yes (X) | ||
| THOMAS L SHRINER | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JEANNE CARRIGAN OSF | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| SUSAN A LUEGER PHD | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID L SHROCK DBA | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ALEXANDER J COSTIGAN | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| SCOTT MCFADDEN | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| EDWARD H DEFRANCE | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM R MICHAELS | ||||||||
| VICE CHAIR OF THE BOARD | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MARLENE STAWSKI OSF | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JOSE A DELGADILLO | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD F MONROE EDD | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ARTHUR W WIGCHERS | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| GERARD RANDALL | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JOANNE G NICGORSKI OSF | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MARIANNE BURISH | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL D WEISS | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| PEGGY ESKENASI | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ANTHEA L BOJAR | ||||||||
| VICE PRESIDENT & SECRETARY | 40.00 | $155,042 | $0 | $26,384 | Yes (X) | |||
| TAMMY M HOWARD | ||||||||
| TREASURER | 40.00 | $124,921 | $0 | $24,218 | Yes (X) | |||
| PETER J HOLBROOK | ||||||||
| DEAN - COLLEGE OF BUSINESS | 40.00 | $160,460 | $0 | $28,273 | Yes (X) | |||
| NANCY S BLAIR | ||||||||
| PROFESSOR | 40.00 | $142,701 | $0 | $23,053 | Yes (X) | |||
| THOMAS J RAINS | ||||||||
| CIO | 40.00 | $132,768 | $0 | $24,859 | Yes (X) | |||
| ROBERT BUCKLA | ||||||||
| VP ADVANCEMENT | 40.00 | $139,837 | $0 | $15,529 | Yes (X) | |||
| FREDA RUSSELL | ||||||||
| DEAN - COLLEGE OF EDUCATION | 40.00 | $128,900 | $0 | $4,417 | Yes (X) | |||
| MARCIA LASKEY | ||||||||
| ASSISTANT PROFESSOR - ACADEMIC SUPPORT | 40.00 | $118,308 | $0 | $1,597 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,374,389 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $206,229 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 12 | 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/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| XEROX EDUCATION SERVICES INC | |||||
| 950 W ELLIOTT SUITE 220 | TEMPE | AZ | 85284 | FINANCIAL AID PROCESSING | $595,640 |
| SODEXO INC & AFFILIATES | |||||
| 6000 AMERICAN PKWY | MADISON | WI | 53783 | FOOD SERVICE PROVIDER | $586,642 |
| BVK | |||||
| 250 COVENTRY CT | MILWAUKEE | WI | 53217 | ADVERTISING & MARKETING | $572,542 |
| TOTAL CLEANING SYSTEMS INC | |||||
| 11729 W BRADLEY RD | MILWAUKEE | WI | 53224 | CLEANING SERVICES | $492,545 |
| FOOD SERVICES INC | |||||
| 1801 W GLENDALE AVE | MILWAUKEE | WI | 53209 | FOOD SERVICE PROVIDER | $321,636 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 20 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $325,770 | GovernmentGrantsAmt |
| All Other Contributions | $2,604,631 | AllOtherContributionsAmt |
| Noncash Contributions | $19,169 | NoncashContributionsAmt |
| Total Contributions | $2,930,401 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| TUITION, FEES AND PRIVATE LESSONS | 611600 | $55,088,181 | $55,088,181 | |
| AUXILIARY | 900099 | $2,392,917 | $2,392,917 | |
| SALES AND SERVICES | 722210 | $315,358 | $319,367 | -$4,009 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $57,796,456 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $365,543 | TotalRevenueColumnAmt |
| Exclusion | $365,543 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $105,230 | 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 | $105,230 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $105,230 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $24,705 | UnrelatedBusinessRevenueAmt |
| Exclusion | $80,525 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,774,088 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,176,175 | SecuritiesAmt |
| Other | $16,229 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,597,913 | SecuritiesAmt |
| Other | -$16,229 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,581,684 | TotalRevenueColumnAmt |
| Exclusion | $2,581,684 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $16,210 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $890 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,320 | TotalRevenueColumnAmt |
| Exclusion | $15,320 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $520,459 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $520,459 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $520,459 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $64,315,093 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $58,320,924 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $20,696 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,043,072 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,812,890 | TotalAmt |
| Program Services | $10,812,890 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,067,159 | TotalAmt |
| Program Services | $1,067,159 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $982,880 | TotalAmt |
| Program Services | $18,805 | ProgramServicesAmt |
| Management And General | $618,148 | ManagementAndGeneralAmt |
| Fundraising | $345,927 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,160,403 | TotalAmt |
| Program Services | $18,672,660 | ProgramServicesAmt |
| Management And General | $4,233,052 | ManagementAndGeneralAmt |
| Fundraising | $254,691 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $184,031 | TotalAmt |
| Program Services | $140,812 | ProgramServicesAmt |
| Management And General | $40,633 | ManagementAndGeneralAmt |
| Fundraising | $2,586 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,632,415 | TotalAmt |
| Program Services | $1,437,100 | ProgramServicesAmt |
| Management And General | $1,172,100 | ManagementAndGeneralAmt |
| Fundraising | $23,215 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,746,294 | TotalAmt |
| Program Services | $1,398,846 | ProgramServicesAmt |
| Management And General | $307,577 | ManagementAndGeneralAmt |
| Fundraising | $39,871 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,971 | TotalAmt |
| Management And General | $78,971 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,840 | TotalAmt |
| Management And General | $41,840 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,362 | TotalAmt |
| Fundraising | $46,362 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $169,709 | TotalAmt |
| Management And General | $169,709 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,020,248 | TotalAmt |
| Program Services | $1,442,765 | ProgramServicesAmt |
| Management And General | $8,533,761 | ManagementAndGeneralAmt |
| Fundraising | $43,722 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $605,680 | TotalAmt |
| Program Services | $52,373 | ProgramServicesAmt |
| Management And General | $552,819 | ManagementAndGeneralAmt |
| Fundraising | $488 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,931,435 | TotalAmt |
| Program Services | $2,288,202 | ProgramServicesAmt |
| Management And General | $622,811 | ManagementAndGeneralAmt |
| Fundraising | $20,422 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,328,241 | TotalAmt |
| Program Services | $489,652 | ProgramServicesAmt |
| Management And General | $836,239 | ManagementAndGeneralAmt |
| Fundraising | $2,350 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,480 | TotalAmt |
| Program Services | $3,480 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,312,896 | TotalAmt |
| Program Services | $1,880,846 | ProgramServicesAmt |
| Management And General | $1,429,484 | ManagementAndGeneralAmt |
| Fundraising | $2,566 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,032,598 | TotalAmt |
| Program Services | $863,717 | ProgramServicesAmt |
| Management And General | $161,287 | ManagementAndGeneralAmt |
| Fundraising | $7,594 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,898 | TotalAmt |
| Program Services | $82,938 | ProgramServicesAmt |
| Management And General | $10,241 | ManagementAndGeneralAmt |
| Fundraising | $719 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $176,581 | TotalAmt |
| Management And General | $176,581 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,117,829 | TotalAmt |
| Program Services | $1,890,141 | ProgramServicesAmt |
| Management And General | $227,688 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $353,118 | TotalAmt |
| Program Services | $73,753 | ProgramServicesAmt |
| Management And General | $279,365 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| BAD DEBT EXPENSE | $1,199,259 | $1,199,259 | ||
| PROF. DEVELOP & MEMBERS | $388,854 | $208,366 | $179,869 | $619 |
| EQUIP. RENTAL MAINTENAN | $157,594 | $68,799 | $87,815 | $980 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $187,108 | TotalAmt |
| Program Services | $160,575 | ProgramServicesAmt |
| Management And General | $26,533 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,831,773 | TotalAmt |
| Program Services | $43,044,398 | ProgramServicesAmt |
| Management And General | $20,995,263 | ManagementAndGeneralAmt |
| Fundraising | $792,112 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,265,845 | BOYAmt |
| EOY | $4,679,739 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $228,662 | BOYAmt |
| EOY | $240,044 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $757,714 | BOYAmt |
| EOY | $591,130 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,920,061 | BOYAmt |
| EOY | $1,722,975 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $281,844 | BOYAmt |
| EOY | $309,934 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $535,797 | BOYAmt |
| EOY | $378,358 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $69,276,255 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $37,541,057 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,195,681 | BOYAmt |
| EOY | $31,735,198 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,423,211 | BOYAmt |
| EOY | $24,196,822 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,043,170 | BOYAmt |
| EOY | $1,017,558 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,651,985 | BOYAmt |
| EOY | $64,871,758 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,787,159 | BOYAmt |
| EOY | $3,037,345 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,528,719 | BOYAmt |
| EOY | $1,703,632 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,675,000 | BOYAmt |
| EOY | $11,525,000 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,590,680 | BOYAmt |
| EOY | $3,091,367 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $219,507 | BOYAmt |
| EOY | $166,404 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,801,065 | BOYAmt |
| EOY | $19,523,748 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,438,631 | BOYAmt |
| EOY | $30,361,812 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,353,107 | BOYAmt |
| EOY | $11,582,379 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,059,182 | BOYAmt |
| EOY | $3,403,819 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,850,920 | BOYAmt |
| EOY | $45,348,010 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,651,985 | BOYAmt |
| EOY | $64,871,758 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$516,680 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$986,230 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | 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) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,978,545 | BeginningYearBalanceAmt |
| Contributions | $351,798 | ContributionsAmt |
| Investment Earnings Or Losses | $1,751,887 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,335,005 | OtherExpendituresAmt |
| End Year Balance | $9,747,225 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,939,436 | BeginningYearBalanceAmt |
| Contributions | $49,552 | ContributionsAmt |
| Investment Earnings Or Losses | $4,146,866 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $9,157,309 | OtherExpendituresAmt |
| End Year Balance | $8,978,545 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $21,133,936 | BeginningYearBalanceAmt |
| Contributions | $136,554 | ContributionsAmt |
| Investment Earnings Or Losses | $703,943 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $8,034,997 | OtherExpendituresAmt |
| End Year Balance | $13,939,436 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $22,787,957 | BeginningYearBalanceAmt |
| Contributions | $118,157 | ContributionsAmt |
| Investment Earnings Or Losses | $3,512,094 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,284,272 | OtherExpendituresAmt |
| End Year Balance | $21,133,936 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $20,525,343 | BeginningYearBalanceAmt |
| Contributions | $160,785 | ContributionsAmt |
| Investment Earnings Or Losses | $2,399,536 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $297,707 | OtherExpendituresAmt |
| End Year Balance | $22,787,957 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.34920 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.65080 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $199,763 | OtherCostOrOtherBasisAmt |
| Book Value | $199,763 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $69,076,492 | OtherCostOrOtherBasisAmt |
| Depreciation | $37,541,057 | DepreciationAmt |
| Book Value | $31,535,435 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $31,735,198 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ASSET RETIREMENT OBLIGATIONS | Desc |
| Amt | $166,404 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $166,404 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $51,301,224 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$986,230 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $5,000 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $890 | OtherRevenueAmt |
| Revenue Not Reported | -$980,340 | RevenueNotReportedAmt |
| Revenue Subtotal | $52,281,564 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $169,709 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $11,863,820 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $12,033,529 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $64,315,093 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $52,804,134 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $5,000 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $17,119 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $22,119 | ExpensesNotReportedAmt |
| Expenses Subtotal | $52,782,015 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $169,709 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $11,880,049 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $12,049,758 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $64,831,773 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 1A: | THE UNIVERSITY HAS A COLLECTION OF AFRICAN ART WHICH CONSISTS OF ORIGINAL HANDCRAFTED ART AND ARTIFACTS SUCH AS TRIBAL MASKS, MUSICAL INSTRUMENTS, AND HEADDRESSES FROM THE SUB-SAHARAN AFRICAN REGION. THE COLLECTION IS USED FOR EDUCATIONAL PURPOSES, PHOTOGRAPHY, DRAWING AND OTHER ART CLASSES AND IS PERIODICALLY EXHIBITED IN THE UNIVERSITY'S ART GALLERY WHICH IS OPEN TO STUDENTS. ADDITIONALLY, THE GALLERY ENGAGES IN OUTREACH TO THE GENERAL PUBLIC AND TO CHILDREN FROM THE MILWAUKEE PUBLIC SCHOOL SYSTEM TO PROVIDE OPPORTUNITIES TO VIEW AND STUDY THE ITEMS IN THE COLLECTION. |
| PART IV, LINE 2B: | THE UNIVERSITY SERVES AS A CUSTODIAN OF CASH HELD FOR STUDENT ORGANIZATIONS, SECURITY DEPOSITS FOR RESIDENCE HALL ACCOMMODATIONS, ADVANCE PAYMENTS FOR STUDENT CHARGES, AND FUNDS FROM THE FEDERAL GOVERNMENT FOR THE PURPOSE OF OFFERING PERKINS LOANS TO STUDENTS. FUNDS FOR STUDENT ORGANIZATIONS ARE DISBURSED ON BEHALF OF THE STUDENT ORGANIZATIONS BASED ON REQUISITIONS APPROVED BY THE VICE PRESIDENT OF ACADEMIC AFFAIRS AND THE SENIOR DIRECTOR OF STUDENT SUCCESS. SECURITY DEPOSITS ARE RETURNED TO STUDENTS OR LOST BY STUDENTS BASED ON THE INSPECTION OF RESIDENT HALL FACILITIES WHEN STUDENTS MOVE OUT. ADVANCE PAYMENTS FROM STUDENTS ARE RECOGNIZED AS REVENUE WHEN STUDENTS TAKE COURSES OR ARE REFUNDED TO STUDENTS IF THEY ELECT TO UNENROLL FROM THEIR COURSES WITHIN THE ALLOWABLE REGISTRATION PERIOD. THE FUNDS DUE TO THE FEDERAL GOVERNMENT WILL BE RETURNED ONLY IF THE PERKINS LOAN PROGRAM IS CANCELLED OR THE UNIVERSITY ELECTS TO STOP PARTICIPATING IN THE PROGRAM. THE UNIVERSITY IS REQUIRED TO HAVE STUDENTS THAT TAKE OUT LOANS GO THROUGH AN ENTRANCE AND EXIT CREDIT COUNSELING PROCESS. |
| PART V, LINE 4: | THE UNIVERSITY'S ENDOWMENT CONSISTS OF APPROXIMATELY 60 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | GAMING EXPENSES REPORTED NET OF REVENUE 890. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIPS AND GRANTS 11,880,049. NET LOSS ON ASSET DISPOSAL -16,229. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | LOSS ON ASSET DISPOSAL 16,229. GAMING EXPENSES REPORTED NET OF REVENUE 890. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIPS AND GRANTS 11,880,049. |
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 | 0 | 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 | THE UNIVERSITY'S NONDISCRIMINATORY POLICIES ARE BEING FOLLOWED. THERE ARE OUTREACH PROGRAMS IN PLACE TO INSURE THAT MINORITIES AND UNDERSERVED COMMUNITIES ARE SERVED. THE UNIVERSITY HAS HIGHER PERCENTAGES OF MINORITY STUDENTS ENROLLED AND COMPLETING THEIR DEGREES THAN THE AVERAGE FOR ITS PEER INSTITUTIONS IN THE REGION. THE NONDISCRIMINATION POLICY IS PRINTED IN THE UNIVERSITY'S CATALOG AND ON THE UNIVERSITY'S WEB SITE. |
| SCHEDULE E, PART I, LINE 6 | STUDENTS RECEIVING GRANTS AND LOANS THROUGH FEDERAL, STATE, AND INSTITUTIONAL SOURCES ARE AWARDED BASED UPON FEDERAL GUIDELINES FOR TITLE IV FUNDING. STUDENTS RECEIVING GRANTS AND LOANS FROM OTHER SOURCES ARE AWARDED BASED UPON THE GUIDELINES PROVIDED BY THE MAKER OF THOSE FUNDS, WHICH ARE NOT IN VIOLATION OF ANY FEDERAL OR STATE GUIDELINES. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (6 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| EAST ASIA AND THE PACIFIC | 0 | 0 | GRANTS TO RECIPIENTS LOCATED IN REGION | $109,335 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | GRANTS TO RECIPIENTS LOCATED IN REGION | $345,458 |
| NORTH AMERICA | 0 | 0 | GRANTS TO RECIPIENTS LOCATED IN REGION | $263,239 |
| SOUTH AMERICA | 0 | 0 | GRANTS TO RECIPIENTS LOCATED IN REGION | $61,365 |
| SUB-SAHARAN AFRICA | 0 | 0 | GRANTS TO RECIPIENTS LOCATED IN REGION | $177,542 |
| MIDDLE EAST AND NORTH AFRICA | 0 | 0 | GRANTS TO RECIPIENTS LOCATED IN REGION | $110,220 |
| 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 | $1,067,159 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $1,067,159 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (6 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|---|
| INSTITUTIONAL AID | EAST ASIA AND PACIFIC - | 9 | $109,335 | CREDIT APPLIED TO STUDENT ACCOUNT |
| INSTITUTIONAL AID | EUROPE (INCLUDING ICELAND & GREENLAND) - | 27 | $345,458 | CREDIT APPLIED TO STUDENT ACCOUNT |
| INSTITUTIONAL AID | NORTH AMERICA - CANADA AND MEXICO, BUT | 25 | $263,239 | CREDIT APPLIED TO STUDENT ACCOUNT |
| INSTITUTIONAL AID | SOUTH AMERICA - ARGENTINA, BOLIVIA, | 7 | $61,365 | CREDIT APPLIED TO STUDENT ACCOUNT |
| INSTITUTIONAL AID | SUB-SAHARAN AFRICA - ANGOLA, | 17 | $177,542 | CREDIT APPLIED TO STUDENT ACCOUNT |
| INSTITUTIONAL AID | MIDDLE EAST AND NORTH AFRICA - | 9 | $110,220 | CREDIT APPLIED TO STUDENT ACCOUNT |
| 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 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION PROVIDES INSTITUTIONAL AID TO FOREIGN STUDENTS MAINTAINING ENROLLMENT. | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| RUFFALOCODY | ||||||||
| 1025 KIRKWOOD PARKWAY SW | CEDAR RAPIDS | IA | 52404 | PHON-A-THON | 0 | $27,984 | $36,502 | -$8,518 |
| THE LAWRENCE GROUP | ||||||||
| 35 MAIN STREET | NEWCASTLE | ME | 04553 | FUNDRAISING CONSULTING SERVICES | 0 | $0 | $13,967 | -$13,967 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $27,984 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $50,469 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$22,485 | TotalNetToOrganizationAmt |
| Licensed States | WI | LicensedStatesCd |
Gaming Information GamingInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Other Gaming | $16,210 | GrossRevenueOtherGamingAmt |
| Oth Direct Expnss Other Gaming | $890 | OthDirectExpnssOtherGamingAmt |
| Volunteer Labor Other Gaming | Yes (1) | VolunteerLaborOtherGamingInd |
| Volunteer Labor Other Gaming | 0.75000 | VolunteerLaborOtherGamingPct |
| Gross Revenue Total Gaming | $16,210 | GrossRevenueTotalGamingAmt |
| Oth Direct Expnss Total Gaming | $890 | OthDirectExpnssTotalGamingAmt |
| Direct Expense Summary Gaming | $890 | DirectExpenseSummaryGamingAmt |
| Net Gaming Income Summary | $15,320 | NetGamingIncomeSummaryAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | WI | StatesWhereGamingConductedCd |
| Licensed | Yes (1) | LicensedInd |
| License Suspended Etc | 0 | LicenseSuspendedEtcInd |
| Gaming With Nonmembers | Yes (1) | GamingWithNonmembersInd |
| Member Of Other Entity | 0 | MemberOfOtherEntityInd |
| Gaming Own Facility | 0.25000 | GamingOwnFacilityPct |
| Gaming Other Facility | 0.75000 | GamingOtherFacilityPct |
| Individual With Books | JANET MCKNIGHT | IndividualWithBooksNm |
Persons With Books US Address PersonsWithBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6801 N YATES ROAD | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 53217 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct With3rd Prty For Game Rev | 0 | CntrctWith3rdPrtyForGameRevInd |
| Gaming Manager Person | PAT CLEMENS | GamingManagerPersonNm |
| Gaming Manager Compensation | $0 | GamingManagerCompensationAmt |
| Gaming Manager Services Prov | MANAGES OPERATIONS FOR ATHLETICS WHICH ENGAGES IN RAFFLES FOR FUNDRAISING. | GamingManagerServicesProvTxt |
| Gaming Manager Is Employee | Yes (X) | GamingManagerIsEmployeeInd |
| Charitable Distribution Rqr | 0 | CharitableDistributionRqrInd |
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 | INSTITUTIONAL AID & SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANTS | GrantTypeTxt |
| Recipient | 1057 | RecipientCnt |
| Cash Grant | $10,812,890 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION PROVIDES INSTITUITIONAL AID TO UNIVERSITY STUDENTS MAINTAINING ENROLLMENT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| 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 |
| 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 | 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 (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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JAMES P LOFTUS PHD | ||||||||||||||
| TRUSTEE & PRESIDENT | $218,943 | $0 | $0 | $0 | $52,509 | $0 | $0 | $0 | $57,899 | $0 | $329,351 | $0 | $0 | $0 |
| ANTHEA L BOJAR | ||||||||||||||
| VICE PRESIDENT & SECRETARY | $153,889 | $0 | $0 | $0 | $1,153 | $0 | $0 | $0 | $26,384 | $0 | $181,426 | $0 | $0 | $0 |
| PETER J HOLBROOK | ||||||||||||||
| DEAN - COLLEGE OF BUSINESS | $159,860 | $0 | $0 | $0 | $600 | $0 | $0 | $0 | $28,273 | $0 | $188,733 | $0 | $0 | $0 |
| NANCY S BLAIR | ||||||||||||||
| PROFESSOR | $142,701 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $23,053 | $0 | $165,754 | $0 | $0 | $0 |
| THOMAS J RAINS | ||||||||||||||
| CIO | $131,868 | $0 | $0 | $0 | $900 | $0 | $0 | $0 | $24,859 | $0 | $157,627 | $0 | $0 | $0 |
| ROBERT BUCKLA | ||||||||||||||
| VP ADVANCEMENT | $133,837 | $0 | $0 | $0 | $6,000 | $0 | $0 | $0 | $15,529 | $0 | $155,366 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | JAMES P. LOFTUS RECEIVES A HOUSING ALLOWANCE FOR THE YEAR, PAYMENTS FOR HEALTH/SOCIAL DUES AND A CAR ALLOWANCE. ROBERT BUCKLA ALSO RECIEVES A CAR ALLOWANCE. ALL AMOUNTS HAVE BEEN INCLUDED IN COMPENSATION REPORTED TO THE IRS. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WISCONSIN HEALTH AND EDUCATIONAL FACILITIES AUTHORITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 391337855 | BondIssuerEIN |
| CUSIP | NONEAVAIL | CUSIPNum |
| Bond Issued | 2009-11-10 | BondIssuedDt |
| Issue Price | $15,000,000 | IssuePriceAmt |
| Purpose | BUILDING AND STRUCTURES AND REFUND PRIOR ISSUE DATED 09/16/04 | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | Yes (1) | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $3,475,000 | RetiredAmt |
| Total Proceeds | $15,060,940 | TotalProceedsAmt |
| Refunding Escrow | $8,294,531 | RefundingEscrowAmt |
| Issuance Costs From Proceeds | $140,447 | IssuanceCostsFromProceedsAmt |
| Capital Expenditures | $3,720,962 | CapitalExpendituresAmt |
| Substantial Completion | 2011 | SubstantialCompletionYr |
| Current Refunding | 0 | CurrentRefundingInd |
| Advance Refunding | Yes (1) | AdvanceRefundingInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | 0 | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | 0 | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, LINE 3: | FormAndLineReferenceDesc |
| Explanation | TOTAL BOND PROCEEDS REPORTED IN PART II, LINE 3 DIFFERS FROM THE ORIGINAL ISSUE PRICE LISTED IN PART I, COLUMN (E) DUE TO INVESTMENT EARNINGS. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| FOLEY LARDNER | |||
| TOM SHRINER, CURRENT TRUSTEE, IS A PARTNER OF FOLEY & LARDNER | $61,392 | LEGAL SERVICES | 0 |
| REINHART BOERNER VAN DEUREN SC | |||
| THOMAS MYERS, CURRENT TRUSTEE IS A PARTNER OF REINHART BOERNER VAN DEUREN | $14,922 | LEGAL SERVICES | 0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE UNIVERSITY ORGANIZING STRUCTURE CONSISTS OF MEMBERS AND A BOARD OF TRUSTEES. MEMBERS HAVE ADDITIONAL RIGHTS AND AUTHORITY ABOVE THOSE OF THE BOARD OF TRUSTEES AS DEFINED IN THE RESPONSE TO 990 PART VI LINES 7(A)-7(B). |
| FORM 990, PART VI, SECTION A, LINE 7A | MEMBERS HAVE THE ABILITY TO APPOINT AND REMOVE THE DIRECTORS AND THE PRESIDENT OF THE CORPORATION, INCLUDING THE RIGHT TO ACCEPT OR REJECT THE RECOMMENDATION BY THE BOARD OF DIRECTORS FOR APPOINTMENT OR REMOVAL OF DIRECTORS AND THE PRESIDENT. |
| FORM 990, PART VI, SECTION A, LINE 7B | MEMBERS HAVE THE RIGHT TO REVIEW AND APPROVE SIGNIFICANT CHANGES IN STATEMENTS OF CORPORATE MISSION, PHILOSOPHY, OR PURPOSE; REVIEW, ADOPT, AMEND AND APPROVE THE CORPORATION'S RESTATED ARTICLES OF INCORPORATION, RESTATE BYLAWS, AND ANY PROPOSAL OR PLAN FOR MERGER, CONSOLIDATION OR DISSOLUTION; REVIEW APPROVE OR DISAPPROVE ANY LONG-TERM LEASE (5 YEARS OR LONGER), SALE OF REAL PROPERTY OR SUBSTANTIALLY ALL OF THE PERSONAL PROPERTY OWNED BY THE CORPORATION AND IN THAT REGARD, DETERMINE WHETHER SUCH SALE CONSTITUTES ALIENATION OF ROMAN CATHOLIC CHURCH PROPERTY OR AN ACT OF EXTRAORDINARY ADMINISTRATION SUBJECT TO CANON LAW OF THE ROMAN CATHOLIC CHURCH, IN WHICH CASE THE MEMBERS SHALL BE RESPONSIBLE FOR SEEKING SUCH APPROVALS AS MAY BE NECESSARY IN CONNECTION THEREWITH; REVIEW APPROVE OR DISAPPROVE ANY UNBUDGETED EXPENDITURE IN EXCESS OF $100,000.00, ANY UNSECURED BORROWING IN EXCESS OF $100,000.00, AND ANY BORROWING WHICH IS TO BE SECURED BY A MORTGAGE OR OTHER INTEREST IN REAL PROPERTY OWNED BY THE CORPORATION, REGARDLESS OF THE AMOUNT; REVIEW, APPROVE OR DISAPPROVE MAJOR POLICY DECISIONS THAT WOULD AFFECT THE VERY PURPOSES FOR WHICH THE CORPORATION IS ORGANIZED; REVIEW, APPROVE OR DISAPPROVE ACCEPTANCE OF ANY CHARITABLE CONTRIBUTION WHICH IMPOSES A MATERIAL OBLIGATION ON THE SPONSORING ENTITY, THE SISTERS OF ST. FRANCIS OF ASSISI; REVIEW, APPROVE OR DISAPPROVE ANY PROPOSAL FOR CREATION OF ANY SUBSIDIARY CORPORATION; REJECT OR REPLACE THE INDEPENDENT AUDITOR AND ATTORNEYS RECOMMENDED OR RETAINED BY THE CORPORATION AND TO SELECT ALTERNATIVE REPRESENTATION. |
| FORM 990, PART VI, SECTION B, LINE 11 | PER UNIVERSITY POLICY, A DRAFT OF THE COMPLETED 990 WAS REVIEWD BY THE MEMBERS OF THE AUDIT AND FINANCE COMMITTEE OF THE BOARD OF TRUSTEES WHO PROVIDE COMMENTS AND QUESTIONS ON ITS CONTENT PRIOR TO FILING THE RETURN. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE UNIVERSITY REVIEWS ITS CONFLICT OF INTEREST POLICY ANNUALLY AND REQUIRES OFFICERS, TRUSTEES, AND KEY EMPLOYEES TO COMPLETE AND SUBMIT A SIGNED FORM ANNUALLY. OFFICERS ARE REQUIRED TO CONTACT THE UNIVERSITY IF A CHANGE OCCURS AFFECTING THEIR CONFLICT OF INTEREST STATEMENT AND IF SO, OFFICERS ARE REQUIRED TO DISCLOSE AND RESIGN A NEW STATEMENT. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE UNIVERSITY UTILIZES THE SERVICES OF AN INDEPENDENT CONSULTANT AND REVIEWS SALARY/COMPENSATION SURVEY DATA (WAICU & CUPA) FOR PEER INSTITUTIONS IN THE DETERMINATION OF COMPENSATION FOR THE PRESIDENT. THE SURVEY DATA PROVIDES INFORMATION ON ALL THE KEY LEADERSHIP POSITIONS AND OFFICERS. THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES, WHICH IS A SUB-COMMITTEE OF THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES, IS RESPONSIBLE FOR REVIEWING THE DATA AND APPROVING COMPENSATION FOR THE PRESIDENT. MINUTES ARE TAKEN AT ALL TRUSTEE MEETINGS. ALL OFFICERS AND KEY EMPLOYEES REPORTING TO THE PRESIDENT, HAVE THEIR COMPENSATION SET BY THE PRESIDENT AS PART OF THE ANNUAL BUDGETING PROCESS. DATA FROM ANNUAL SALARY/COMPENSATION SURVEY (WAICU & CUPA) FOR PEER INSTITUTIONS IS UTILIZED IN DETERMINING THE AMOUNT OF COMPENSATION. THE ANNUAL BUDGET IS APPROVED BY THE AUDIT AND FINANCE COMMITTEE OF THE BOARD OF TRUSTEES AND BY THE FULL BOARD OF TRUSTEES. MINUTES ARE TAKEN AT ALL TRUSTEE MEETINGS. |
| FORM 990, PART VI, SECTION C, LINE 19 | GENERALLY DOCUMENTS MAY BE PROVIDED TO POTENTIAL OR EXISTING DONORS AND GRANTING AGENCIES UPON THEIR REQUEST. THE 990 IS AVAILABLE UPON REQUEST AND PAPER COPIES OR ELECTRONIC COPIES ARE SENT TO REQUESTERS. THE 990 IS ALSO AVAILABLE ON THE GUIDESTAR WEBSITE. |
| FORM 990, PART IX, LINE 11G | OTHER CONTRACTED FEES: PROGRAM SERVICE EXPENSES 1,442,765. MANAGEMENT AND GENERAL EXPENSES 2,139,087. FUNDRAISING EXPENSES 43,722. TOTAL EXPENSES 3,625,574. PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 6,394,674. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,394,674. |
| FORM 990, PART XII, LINE 2C | THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT PROCESS OF THE ANNUAL AUDIT NOR ITS SELECTION PROCESS FOR ITS AUDIT FIRM DURING THE TAX YEAR. THE ORGANIZATION STILL MAINTAINS AN AUDIT AND FINANCE COMMITTEE OF THE BOARD OF TRUSTEES THAT STILL ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT. |
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