ALVERNO COLLEGE: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- ALVERNO COLLEGE (EIN 39-0806263)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2015-12-11
- IRS object ID
- 201513459349300341
- Schema version
- 2014v5.0
- 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 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 | 2015-12-11T16:28:50-07:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390806263 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALVERNO COLLEGE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALVE | BusinessNameControlTxt |
| Phone | 4143826000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 343922 | AddressLine1Txt |
| City | Milwaukee | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 532343922 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | James Oppermann | PersonNm |
| Person Title | SVP of Finance | PersonTitleTxt |
| Phone | 4143826129 | PhoneNum |
| Signature | 2015-12-11 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Mary Meehan | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3400 S 43rd St | AddressLine1Txt |
| City | Milwaukee | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 532343922 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $61,837,130 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.alverno.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1940 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | Educational Institution | ActivityOrMissionDesc |
| Voting Members Governing Body | 37 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 35 | VotingMembersIndependentCnt |
| Total Employee | 1235 | TotalEmployeeCnt |
| Total Volunteers | 276 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $11,992,032 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,762,572 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $52,157,675 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $50,588,122 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,085,659 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,167,501 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,587 | PYOtherRevenueAmt |
| CY Other Revenue | -$3,844 | CYOtherRevenueAmt |
| PY Total Revenue | $66,236,953 | PYTotalRevenueAmt |
| CY Total Revenue | $57,514,351 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $11,203,349 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $11,427,457 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $28,095,609 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $27,267,361 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $31,332 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $44,666 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,588,320 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $17,414,637 | PYOtherExpensesAmt |
| CY Other Expenses | $18,191,346 | CYOtherExpensesAmt |
| PY Total Expenses | $56,744,927 | PYTotalExpensesAmt |
| CY Total Expenses | $56,930,830 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $9,492,026 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $583,521 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $103,727,337 | TotalAssetsBOYAmt |
| Total Assets EOY | $115,335,231 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $21,654,260 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $33,181,685 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $82,073,077 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $82,153,546 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Educational Institution | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $52,228,032 | ExpenseAmt |
| Grant | $11,427,457 | GrantAmt |
| Revenue | $51,755,623 | RevenueAmt |
| Desc | Higher Education: Alverno College is an independent, Catholic college offering a liberal arts curriculum leading to a Bachelor of Arts, Bachelor of Science in Nursing, Bachelor of Science in Education, Bachelor of Music, and/or Associate of Arts degree. Graduate programs for both men and women include a Master of Arts in Education, Mater of Business Administration, Master of Science in Community Psychology, and/or Master of Science in Nursing. | Desc |
| Total Other Prog Srvc Expense | $0 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $52,228,032 | 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 | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 3436 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1235 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 37 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 35 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 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 | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | James Oppermann | PersonNm |
| Phone | 4143826129 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3400 S 43rd Street | AddressLine1Txt |
| City | Milwaukee | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 532343922 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (48 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 |
|---|---|---|---|---|---|---|---|
| Abby Andrietsch | |||||||
| Board Member | 1 | Yes (X) | $0 | $0 | $0 | ||
| Charles R Bartels | |||||||
| Board Member | 1 | Yes (X) | $0 | $0 | $0 | ||
| Mary Beth Berkes | |||||||
| Board Member | 1 | Yes (X) | $0 | $0 | $0 | ||
| Ronald L Blake | |||||||
| Board Member | 1 | Yes (X) | $0 | $0 | $0 | ||
| Elaine Burke | |||||||
| Board Member | 1 | Yes (X) | $0 | $0 | $0 | ||
| Jovita Carranza | |||||||
| Board Member | 1 | Yes (X) | $0 | $0 | $0 | ||
| Tina Chang | |||||||
| Board Member | 1 | Yes (X) | $0 | $0 | $0 | ||
| Ricardo Diaz | |||||||
| Board Member | 1 | Yes (X) | $0 | $0 | $0 | ||
| Susan Dragisic | |||||||
| Board Member | 1 | Yes (X) | $0 | $0 | $0 | ||
| Judith A Drinka | |||||||
| Board Member | 1 | Yes (X) | $0 | $0 | $0 | ||
| Jacquelyn Fredrick | |||||||
| Board Member | 1 | Yes (X) | $0 | $0 | $0 | ||
| Cecelia I Gore | |||||||
| Board Member | 1 | Yes (X) | $0 | $0 | $0 | ||
| Toni Anne Gradisnik | |||||||
| Board Member | 1 | Yes (X) | $0 | $0 | $0 | ||
| Gary P Grunau | |||||||
| Board Member | 1 | Yes (X) | $0 | $0 | $0 | ||
| Marianne Hechmann | |||||||
| Board Member | 1 | Yes (X) | $0 | $0 | $0 | ||
| Katherine M Hudson | |||||||
| Board Member | 1 | Yes (X) | $0 | $0 | $0 | ||
| Howard Jacob | |||||||
| Board Member | 1 | Yes (X) | $0 | $0 | $0 | ||
| Barbara A Kraemer | |||||||
| Board Member | 1 | Yes (X) | $0 | $0 | $0 | ||
| Kathleen Lawler | |||||||
| Board Member | 1 | Yes (X) | $0 | $0 | $0 | ||
| Donald W Layden Jr | |||||||
| Board Member | 1 | Yes (X) | $0 | $0 | $0 | ||
| Andrea Lee | |||||||
| Board Member | 1 | Yes (X) | $0 | $0 | $0 | ||
| Allen L Leverett | |||||||
| Board Member | 1 | Yes (X) | $0 | $0 | $0 | ||
| Stephen R Lundeen | |||||||
| Board Member | 1 | Yes (X) | $0 | $0 | $0 | ||
| Janet D Martin | |||||||
| Board Member | 1 | Yes (X) | $0 | $0 | $0 | ||
| Jean Maier | |||||||
| Board Member | 1 | Yes (X) | $0 | $0 | $0 | ||
| Marc McSweeney | |||||||
| Board Member | 1 | Yes (X) | $0 | $0 | $0 | ||
| Regina Pacis Meservey | |||||||
| Board Member | 1 | Yes (X) | $0 | $0 | $0 | ||
| Kim Metcalf Kupres | |||||||
| Board Member | 1 | Yes (X) | $0 | $0 | $0 | ||
| Abigail J Nash | |||||||
| Board Member | 1 | Yes (X) | $0 | $0 | $0 | ||
| Kristine Obrecht | |||||||
| Board Member | 1 | Yes (X) | $0 | $0 | $0 | ||
| Paul E Purcell | |||||||
| Board Member | 1 | Yes (X) | $0 | $0 | $0 | ||
| Ajita Rajendra | |||||||
| Board Member | 1 | Yes (X) | $0 | $0 | $0 | ||
| Roy Reiman | |||||||
| Board Member | 1 | Yes (X) | $0 | $0 | $0 | ||
| Mary C Schneider | |||||||
| Board Member | 1 | Yes (X) | $0 | $0 | $0 | ||
| Marsha Sehler | |||||||
| Board Member | 1 | Yes (X) | $0 | $0 | $0 | ||
| Barbaralie Stiefermann | |||||||
| Board Member | 1 | Yes (X) | $0 | $0 | $0 | ||
| Barbara Wyatt Sibley | |||||||
| Board Member | 1 | Yes (X) | $0 | $0 | $0 | ||
| Mary Meehan | |||||||
| President | 40 | $297,267 | $0 | $31,726 | Yes (X) | ||
| James Oppermann | |||||||
| SVP of Finance | 40 | $152,876 | $0 | $24,592 | Yes (X) | ||
| Kathleen O'Brien | |||||||
| SVP of Academic Affairs | 40 | $143,054 | $0 | $18,997 | Yes (X) | ||
| Julie Quinlan | |||||||
| VP of Advancement | 40 | $126,316 | $0 | $24,474 | Yes (X) | ||
| Kathleen Lake | |||||||
| VP of Student Success | 40 | $100,010 | $0 | $20,818 | Yes (X) | ||
| Kathrine Lundeen | |||||||
| VP of Enrollment | 40 | $90,994 | $0 | $24,181 | Yes (X) | ||
| James Hilby | |||||||
| Chief Information Officer | 40 | $104,835 | $0 | $11,739 | Yes (X) | ||
| Sebastian Thachenkary | |||||||
| Director of Marketing Communications | 40 | $96,826 | $0 | $7,398 | Yes (X) | ||
| Anita Eikens | |||||||
| Executive Director of Information Technology | 40 | $92,408 | $0 | $14,536 | Yes (X) | ||
| Marlene Neises | |||||||
| Associate VP of Academic Services | 40 | $90,206 | $0 | $14,085 | Yes (X) | ||
| Celia Jackson | |||||||
| Executive Director International and Intercultural | 40 | $89,673 | $0 | $14,284 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,384,465 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $206,830 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| J H Findorff Son Inc | |||||
| PO Box 1647 | Madison | WI | 53701 | Construction | $10,056,940 |
| Findorff | |||||
| PO Box 575 | Madison | WI | 53701 | Construction | $5,490,393 |
| Food Services Inc | |||||
| 1801 W Glendale Ave | Milwaukee | WI | 53209 | Food services | $2,514,302 |
| Duet Resource Group | |||||
| 440 W Vliet St | Milwaukee | WI | 53212 | Furniture | $1,015,638 |
| Eagle Enterprises LTD | |||||
| 333 N 121st St | Milwaukee | WI | 53226 | Janitorial | $747,145 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 33 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $0 | FederatedCampaignsAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Fundraising | $30,611 | FundraisingAmt |
| Related Organizations | $0 | RelatedOrganizationsAmt |
| Government Grants | $576,463 | GovernmentGrantsAmt |
| All Other Contributions | $5,155,498 | AllOtherContributionsAmt |
| Noncash Contributions | $669,753 | NoncashContributionsAmt |
| Total Contributions | $5,762,572 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Tuition and Fees | 611310 | $45,212,485 | $45,212,485 | $0 | $0 |
| Auxiliary Enterprises | 611310 | $5,254,934 | $5,254,934 | $0 | $0 |
| Other Income | 611310 | $120,703 | $120,703 | $0 | $0 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $50,588,122 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $480,900 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $480,900 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,866 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,866 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,985,646 | SecuritiesAmt |
| Other | $2,020 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,215,827 | SecuritiesAmt |
| Other | $87,104 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $769,819 | SecuritiesAmt |
| Other | -$85,084 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $684,735 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $684,735 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $16,004 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $30,611 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $19,848 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$3,844 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$3,844 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $57,514,351 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $51,755,623 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$3,844 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,427,457 | TotalAmt |
| Program Services | $11,427,457 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,435,180 | TotalAmt |
| Program Services | $844,326 | ProgramServicesAmt |
| Management And General | $458,241 | ManagementAndGeneralAmt |
| Fundraising | $132,613 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,294,961 | TotalAmt |
| Program Services | $18,645,175 | ProgramServicesAmt |
| Management And General | $902,031 | ManagementAndGeneralAmt |
| Fundraising | $747,755 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,091,304 | TotalAmt |
| Program Services | $968,099 | ProgramServicesAmt |
| Management And General | $83,991 | ManagementAndGeneralAmt |
| Fundraising | $39,214 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,960,309 | TotalAmt |
| Program Services | $2,580,134 | ProgramServicesAmt |
| Management And General | $247,808 | ManagementAndGeneralAmt |
| Fundraising | $132,367 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,485,607 | TotalAmt |
| Program Services | $1,334,529 | ProgramServicesAmt |
| Management And General | $89,841 | ManagementAndGeneralAmt |
| Fundraising | $61,237 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,158 | TotalAmt |
| Management And General | $43,158 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,950 | TotalAmt |
| Management And General | $30,950 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,666 | TotalAmt |
| Fundraising | $44,666 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $141,838 | TotalAmt |
| Program Services | $113,340 | ProgramServicesAmt |
| Management And General | $28,498 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,013,348 | TotalAmt |
| Program Services | $3,910,894 | ProgramServicesAmt |
| Management And General | $101,979 | ManagementAndGeneralAmt |
| Fundraising | $475 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,382,183 | TotalAmt |
| Program Services | $1,353,458 | ProgramServicesAmt |
| Fundraising | $28,725 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,291,061 | TotalAmt |
| Program Services | $1,699,043 | ProgramServicesAmt |
| Management And General | $243,543 | ManagementAndGeneralAmt |
| Fundraising | $348,475 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,855,960 | TotalAmt |
| Program Services | $1,669,594 | ProgramServicesAmt |
| Management And General | $186,366 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $307,045 | TotalAmt |
| Program Services | $245,789 | ProgramServicesAmt |
| Management And General | $25,867 | ManagementAndGeneralAmt |
| Fundraising | $35,389 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,047 | TotalAmt |
| Program Services | $79,518 | ProgramServicesAmt |
| Management And General | $8,841 | ManagementAndGeneralAmt |
| Fundraising | $4,688 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $391,555 | TotalAmt |
| Program Services | $271,115 | ProgramServicesAmt |
| Management And General | $114,320 | ManagementAndGeneralAmt |
| Fundraising | $6,120 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,595,822 | TotalAmt |
| Program Services | $3,595,822 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Tuition Discounts | $1,419,892 | $1,419,892 | $0 | $0 |
| Equipment | $1,520,733 | $1,490,265 | $23,872 | $6,596 |
| Goods for Resale | $577,941 | $577,941 | $0 | $0 |
| Bad Debt | $526,813 | $1,641 | $525,172 | $0 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,930,830 | TotalAmt |
| Program Services | $52,228,032 | ProgramServicesAmt |
| Management And General | $3,114,478 | ManagementAndGeneralAmt |
| Fundraising | $1,588,320 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $475,575 | BOYAmt |
| EOY | $368,376 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,670,087 | BOYAmt |
| EOY | $9,057,298 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,509,057 | BOYAmt |
| EOY | $8,843,340 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $603,526 | BOYAmt |
| EOY | $913,060 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,415,954 | BOYAmt |
| EOY | $1,550,633 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $357,283 | BOYAmt |
| EOY | $182,120 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $415,060 | BOYAmt |
| EOY | $656,074 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $102,710,440 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $47,018,488 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,966,887 | BOYAmt |
| EOY | $55,691,952 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,730,768 | BOYAmt |
| EOY | $29,599,759 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,759,987 | BOYAmt |
| EOY | $7,611,264 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $823,153 | BOYAmt |
| EOY | $861,355 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $103,727,337 | BOYAmt |
| EOY | $115,335,231 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,830,323 | BOYAmt |
| EOY | $4,158,622 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,323,398 | BOYAmt |
| EOY | $1,343,788 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,854,347 | BOYAmt |
| EOY | $2,423,579 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,600,000 | BOYAmt |
| EOY | $22,272,390 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,046,192 | BOYAmt |
| EOY | $2,983,306 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,654,260 | BOYAmt |
| EOY | $33,181,685 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,668,488 | BOYAmt |
| EOY | $21,555,790 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,304,661 | BOYAmt |
| EOY | $43,965,153 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,099,928 | BOYAmt |
| EOY | $16,632,603 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,073,077 | BOYAmt |
| EOY | $82,153,546 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $103,727,337 | BOYAmt |
| EOY | $115,335,231 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $583,521 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$503,052 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $12,000 | RevenuesIncludedAmt |
| Assets Included | $132,407 | AssetsIncludedAmt |
Held Works Art HeldWorksArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $0 | RevenuesIncludedAmt |
| Assets Included | $0 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $25,317,427 | BeginningYearBalanceAmt |
| Contributions | $615,606 | ContributionsAmt |
| Investment Earnings Or Losses | $504,033 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,011,941 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $25,425,125 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $22,260,140 | BeginningYearBalanceAmt |
| Contributions | $630,361 | ContributionsAmt |
| Investment Earnings Or Losses | $3,426,926 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,000,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $25,317,427 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $19,843,863 | BeginningYearBalanceAmt |
| Contributions | $1,103,681 | ContributionsAmt |
| Investment Earnings Or Losses | $2,312,596 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,000,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $22,260,140 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $20,911,042 | BeginningYearBalanceAmt |
| Contributions | $205,787 | ContributionsAmt |
| Investment Earnings Or Losses | -$272,966 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,000,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $19,843,863 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,442,811 | BeginningYearBalanceAmt |
| Contributions | $943,544 | ContributionsAmt |
| Investment Earnings Or Losses | $3,582,993 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,058,306 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $20,911,042 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.33 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.6 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.07 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $32,900 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Book Value | $32,900 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $67,308,818 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $27,306,403 | DepreciationAmt |
| Book Value | $40,002,415 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $6,459,288 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,914,964 | DepreciationAmt |
| Book Value | $3,544,324 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $24,008,079 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $15,274,759 | DepreciationAmt |
| Book Value | $8,733,320 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $4,901,355 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,522,362 | DepreciationAmt |
| Book Value | $3,378,993 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $55,691,952 | TotalBookValueLandBuildingsAmt |
Financial Derivatives FinancialDerivativesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $0 | BookValueAmt |
Closely Held Equity Interests CloselyHeldEquityInterestsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $0 | BookValueAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Hedge Funds | $5,511,096 | F |
| Private Equity Funds | $657,418 | F |
| Real Estate Funds | $1,442,750 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $7,611,264 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Asset Retirement Obligation | $2,802,432 |
| Annuities Payable | $180,874 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,983,306 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $44,122,843 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$503,052 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $15,647 | DonatedServicesAndUseFcltsAmt |
| Recoveries Prior Year Grants | $0 | RecoveriesPriorYearGrantsAmt |
| Other Revenue | $0 | OtherRevenueAmt |
| Revenue Not Reported | -$487,405 | RevenueNotReportedAmt |
| Revenue Subtotal | $44,610,248 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $141,838 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $12,762,265 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $12,904,103 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $57,514,351 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $43,957,290 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $15,647 | DonatedServicesUseFcltsAmt |
| Prior Year Adjustments | $0 | PriorYearAdjustmentsAmt |
| Losses Reported | $0 | LossesReportedAmt |
| Other Expenses Included | $0 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $15,647 | ExpensesNotReportedAmt |
| Expenses Subtotal | $43,941,643 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $141,838 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $12,847,349 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $12,989,187 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $56,930,830 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part III, Line 4 | The art collection donation to the College is several paintings from Wisconsin artists. College's unique emphasis on learning eight abilities needed to put knowledge to use - commonly called "ability-based education" - has gained national praise. One of the abilities students need to demonstrate is aesthetic engagement which is defined as: engage with various forms of art and in artistic processes, take and defend positions regarding the meaning and value of artistic expressions in the contexts from which they emerge. The art collection will be used for this educational purpose. |
| Schedule D, Part V, Line 4 | The intended uses of the College's endowment funds is to provide scholarships (i.e. financial aid) to students and general support to all of the College's programs. |
| Schedule D, Part X, Line 2 | There were no significant unrecognized tax benefits identified or recorded as liabilities during fiscal year 2015. |
| Schedule D, Part XI, Line 4b | Tuition discounts and scholarships $12,847,349 and loss on sale of assets $85,084. |
| Schedule D, Part XII, Line 4b | Tuition discounts and scholarships. |
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 | Yes (1) | 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 programs, services, and facilities of the College are available to the general public regardless of race, color, religion, disability, or national origin. |
| Schedule E, Part I, Line 6 | Alverno College is a women's college and does not accept students into undergraduate degree programs who are not female. In 1979, the College was charged with discrimination because it denied admission to a male applicant for a nursing degree program. In 1980, a conciliation agreement was entered into by the College and the Department of Health, Education, and Welfare, whereby the College agrees that it will neither request nor receive Public Health Act funds during such times as the admission policies of the College restrict males from admittance to all programs in the Department of Nursing. |
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 |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Campbell & Company | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One E Wacker Dr | AddressLine1Txt |
| Address Line2 | Ste 3350 | AddressLine2Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | Campaign Consulting | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $31,300 | RetainedByContractorAmt |
| Net To Organization | -$31,300 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $0 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $31,300 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$31,300 | TotalNetToOrganizationAmt |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | DE | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | ID | LicensedStatesCd |
| Licensed States | IN | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | MT | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | NE | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | TX | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | WY | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Golf Outing | Event1Nm |
| Gross Receipts Event1 | $46,615 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $30,611 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $16,004 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $0 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $0 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $0 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $7,858 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $10,000 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $1,990 | OtherDirectExpensesEvent1Amt |
| Food And Beverage Other Events | $0 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $0 | EntertainmentOtherEventsAmt |
| Gross Receipts Total | $46,615 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $30,611 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $16,004 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $0 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $0 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $0 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $7,858 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $10,000 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $1,990 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $19,848 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$3,844 | 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 | Institutional scholarships | GrantTypeTxt |
| Recipient | 1973 | RecipientCnt |
| Cash Grant | $11,427,457 | CashGrantAmt |
| Non Cash Assistance | Selection of students is based on established criteria of each scholarship fund and students are awarded scholarships on account through financial aid. | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 | FormAndLineReferenceDesc |
| Explanation | Selection of students is based on established criteria of each scholarship fund and students are awarded scholarships on account through financial aid. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Mary Meehan | ||||||||||||||
| President | $297,267 | $0 | $0 | $0 | $0 | $0 | $17,739 | $0 | $13,987 | $0 | $328,993 | $0 | $0 | $0 |
| James Oppermann | ||||||||||||||
| SVP of Finance | $152,876 | $0 | $0 | $0 | $0 | $0 | $11,109 | $0 | $13,483 | $0 | $177,468 | $0 | $0 | $0 |
| Kathleen O'Brien | ||||||||||||||
| SVP of Academic Affairs | $143,054 | $0 | $0 | $0 | $0 | $0 | $11,109 | $0 | $7,888 | $0 | $162,051 | $0 | $0 | $0 |
| Julie Quinlan | ||||||||||||||
| VP of Advancement | $126,316 | $0 | $0 | $0 | $0 | $0 | $9,148 | $0 | $15,326 | $0 | $150,790 | $0 | $0 | $0 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Wisconsin Health & Educational Facilities Authority | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 391337855 | BondIssuerEIN |
| Bond Issued | 2014-08-08 | BondIssuedDt |
| Issue Price | $26,772,390 | IssuePriceAmt |
| Purpose | New Construction/Refund 1997 Issue | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $4,500,000 | RetiredAmt |
| Bond Defeased | $0 | BondDefeasedAmt |
| Total Proceeds | $26,772,390 | TotalProceedsAmt |
| In Reserve Fund | $1,591,097 | InReserveFundAmt |
| Capitalized Interest | $0 | CapitalizedInterestAmt |
| Refunding Escrow | $0 | RefundingEscrowAmt |
| Issuance Costs From Proceeds | $224,062 | IssuanceCostsFromProceedsAmt |
| Credit Enhancement | $0 | CreditEnhancementAmt |
| Working Capital Expenditures | $0 | WorkingCapitalExpendituresAmt |
| Capital Expenditures | $16,357,231 | CapitalExpendituresAmt |
| Other Spent Proceeds | $0 | OtherSpentProceedsAmt |
| Unspent | $0 | UnspentAmt |
| Substantial Completion | 2015 | SubstantialCompletionYr |
| Current Refunding | Yes (1) | CurrentRefundingInd |
| Advance Refunding | 0 | AdvanceRefundingInd |
| Final Allocation Made | 0 | 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 |
| Total Private Business Use | 0 | TotalPrivateBusinessUsePct |
| 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 | Yes (1) | 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 | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| Marsha Sehler | |||
| Trustee | $166,118 | Architecture Fees-Uihlein Wilson | 0 |
| Katherine Lundeen | |||
| Daughter of Trustee | $115,175 | Compensation | 0 |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $12,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market Estimate | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 25 | ContributionCnt |
| Noncash Contributions Rpt F990 | $543,419 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market Price | MethodOfDeterminingRevenuesTxt |
Real Estate Residential RealEstateResidentialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $114,334 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market Estimate | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, Line 2 | Trustees Gary Grunau and Susan Dragisic have a family relationship. |
| Form 990, Part VI, Section A, Line 6 | This Corporation is owned and operated as a subsidiary of The School Sisters of St. Francis of St. Joseph's Convent, Milwaukee, Wisconsin, Inc., a religious Community of the Roman Catholic Church, by virtue of the Corporation having been organized, governed, and operated by such religious Community and members of such religious Community composing the Corporate Membership of the Corporation. |
| Form 990, Part VI, Section A, Line 7a | The Corporation shall have Members of no fewer than three (3) in number or more than six (6) in number. They shall be the Provincial Team and Treasurer of the School Sisters of St. Francis, United States Province. The Board of Trustees shall consist of not less than fifteen (15) nor more than forty (40) Trustees as determined from time to time by the Board of Trustees with the approval of the Corporate Membership. |
| Form 990, Part VI, Section A, Line 7b | See Bylaws The Corporate Members shall have the following powers and duties: a. To adopt or change the mission and to safeguard the purposes of the Corporation; to annually meet with the Board of Trustees and review the functions of the Board of Trustees and the operations of the Corporation in accord with the School Sisters of St. Francis philosophy, values and heritage. b. To appoint six (6) Trustees to the Board for terms of three (3) years. c. To appoint a School Sister of St. Francis to the committee for the selection of the President of the College; and to approve the slate of nominees for the position of President of the College. d. To approve any amendments, restatements or modifications of the Articles of Incorporation and the Bylaws of the Corporation. e. To approve the Corporation's establishment of another corporation, endowment, foundation, or trust; and to approve such organization's Articles and Bylaws. f. To approve any contract undertaken with a management firm for general administration services or full operation of the Corporation. g. To establish the guidelines and to annually approve the operating and capital budgets of the Corporation. h. To approve the auditing firm for the Corporation and any of its affiliated entities, and to accept the audit report. i. To approve the purchase, sale, lease, transfer, or mortgage of any real property of the Corporation. j. To approve all debt obligations of the Corporation in excess of a threshold established from time to time by the Corporate Members. k. To approve all major fund drives. l. To approve the merger, consolidation, or dissolution of the Corporation and to approve the plan for such disposition as proposed by the Board of Trustees. |
| Form 990, Part VI, Section B, Line 11b | The 990 goes to the Audit Committee for review and approval and then it gets final review and approval from the Board of Trustees before being filed with the IRS. |
| Form 990, Part VI, Section B, Line 12c | A conflict of interest questionnaire is completed on an annual basis and reviewed by both the Audit Committee and Board of Trustees |
| Form 990, Part VI, Section B, Line 15 | President compensation process: The trustees use the Wisconsin Association of Independent Colleges and Universities annual executive compensation report as the primary tool in determining compensation. Performance is evaluated on an annual, written basis, and the salary is commensurate with length of tenure and level of performance as measured against established goals. |
| Form 990, Part VI, Section C, Line 19 | Available upon request |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | School Sisters of St Francis | BusinessNameLine1Txt |
| Business Name Line2 | US Province | BusinessNameLine2Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1515 South Layton Blvd | AddressLine1Txt |
| City | Milwaukee | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53215 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390806266 | EIN |
| Primary Activities | Religious organization | PrimaryActivitiesTxt |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3) | ExemptCodeSectionTxt |
| Public Charity Status | N/A | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 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 | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | School Sisters of St Francis | BusinessNameLine1Txt |
| Business Name Line2 | US Province | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | r | TransactionTypeTxt |
| Involved | $350,542 | InvolvedAmt |
Comments