LAKELAND UNIVERSITY INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- LAKELAND UNIVERSITY INC (EIN 39-0821861)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-02-12
- IRS object ID
- 201400439349301785
- Schema version
- 2012v2.1
- 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) |
|---|---|---|
| Timestamp | 2014-02-12T16:17:25-06:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391173131 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHENCK SC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 712 RIVERFRONT DRIVE STE 301 | AddressLine1 |
| City | SHEBOYGAN | City |
| State | WI | State |
| ZIP Code | 53081 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390821861 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAKELAND COLLEGE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LAKE | NameControl |
| Phone | 9205651336 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 359 | AddressLine1 |
| City | SHEBOYGAN | City |
| State | WI | State |
| ZIP Code | 530820359 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CAROLE ROBERTSON | Name |
| Title | VICE-PRESIDENT OF FINANCE, CFO | Title |
| Phone | 9205651336 | Phone |
| Date Signed | 2014-02-11 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PHILIP S KLEMME CPA | Name |
| PTIN | P01045375 | PTIN |
| Phone | 9204580341 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | CAROLE ROBERTSON | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 359 | AddressLine1 |
| City | SHEBOYGAN | City |
| State | WI | State |
| ZIP Code | 530820359 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 45002099 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.LAKELAND.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1862 | YearFormation |
| State Legal Domicile | WI | StateLegalDomicile |
| Activity Or Mission Description | LAKELAND COLLEGE PROVIDES EDUCATIONAL SERVICES TO UNDERGRADUATE AND GRADUATE STUDENTS IN SHEBOYGAN COUNTY, THROUGHOUT WISCONSIN AND ONLINE. THE FEES COLLECTED DIRECTLY RELATE TO THE PROVISIONS OF THOSE SERVICES ON A ONE-TO-ONE BASIS (I.E. THIS REVENUE IS COLLECTED FROM THE BENEFICIARIES OF THE SERVICE.) IN ADDITION, HOUSING AND MEAL SERVICES ARE PROVIDED TO THE STUDENTS ATTENDING CLASSES AT THE MAIN CAMPUS. LIVING IN THE CAMPUS COMMUNITY IS AN INTEGRAL PART OF THE TRADITIONAL 4 YEAR LIBERAL ARTS EDUCATION, WHICH LAKELAND COLLEGE PROVIDES IN ITS TRADITIONAL DAY-UNDERGRADUATE PROGRAM. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 24 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 24 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1451 | TotalNbrEmployees |
| Total Nbr Volunteers | 50 | TotalNbrVolunteers |
| Total Gross UBI | 79900 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 5219223 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 5097122 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 38760286 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 39281985 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 89550 | InvestmentIncomePriorYear |
| Investment Income Current Year | 230405 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 126178 | OtherRevenuePriorYear |
| Other Revenue Current Year | 143340 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 44195237 | TotalRevenuePriorYear |
| Total Revenue Current Year | 44752852 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 10595100 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 12613014 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 21844614 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 21480314 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 736180 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 12899129 | OtherExpensePriorYear |
| Other Expenses Current Year | 11753543 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 45338843 | TotalExpensesPriorYear |
| Total Expenses Current Year | 45846871 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -1143606 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -1094019 | RevenuesLessExpensesCY |
| Total Assets BOY | 41780781 | TotalAssetsBOY |
| Total Assets EOY | 41694132 | TotalAssetsEOY |
| Total Liabilities BOY | 23408195 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 24226300 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 18372586 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 17467832 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | LAKELAND COLLEGE PROVIDES EDUCATIONAL SERVICES TO UNDERGRADUATE AND GRADUATE STUDENTS IN SHEBOYGAN COUNTY, THROUGHOUT WISCONSIN AND ONLINE. THE FEES COLLECTED DIRECTLY RELATE TO THE PROVISIONS OF THOSE SERVICES ON A ONE-TO-ONE BASIS (I.E. THIS REVENUE IS COLLECTED FROM THE BENEFICIARIES OF THE SERVICE.) IN ADDITION, HOUSING AND MEAL SERVICES ARE PROVIDED TO THE STUDENTS ATTENDING CLASSES AT THE MAIN CAMPUS. LIVING IN THE CAMPUS COMMUNITY IS AN INTEGRAL PART OF THE TRADITIONAL 4 YEAR LIBERAL ARTS EDUCATION, WHICH LAKELAND COLLEGE PROVIDES IN ITS TRADITIONAL DAY-UNDERGRADUATE PROGRAM. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 20694674 | Expense |
| Grants | 12613014 | Grants |
| Revenue | 33150126 | Revenue |
| Description | ACADEMIC SUPPORT AND STUDENT SERVICES: INCLUDES PROVIDING OF FEDERAL, STATE AND OTHER OUTSIDE GRANTS AS WELL AS INSTITUTIONAL GRANTS | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 9941379 | Expense |
| Revenue | 624598 | Revenue |
| Description | INSTRUCTION AND RELATED ACTIVITIES: TO PROVIDE FACILITIES FOR HOLDING COURSES AND EDUCATIONAL COMMUNITY EVENTS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 4399128 | Expense |
| Revenue | 5078035 | Revenue |
| Description | AUXILIARY SERVICES: TO PROVIDE RESIDENTIAL AND FOOD SERVICES TO COLLEGE STUDENTS INCIDENTAL TO THEIR EDUCATION AND HOST VARIOUS EDUCATIONAL COMMUNITY EVENTS. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2954981 | Expense |
| Revenue | 349326 | Revenue |
| Description | OTHER PROGRAM SERVICES: TO PROVIDE OPERATIONAL AND MAINTENANCE SUPPORT OF THE PLANT FOR HOLDING COURSES AND EDUCATIONAL COMMUNITY EVENTS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 2954981 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 349326 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 37990162 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 1 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 1 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 141 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 1451 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 24 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 24 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 1 | LocalChapters |
| Policies Reference Chapters | 1 | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Own Website | X | OwnWebsite |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAROLE ROBERTSON | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9205651336 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 359 | AddressLine1 |
| City | SHEBOYGAN | City |
| State | WI | State |
| ZIP Code | 530820359 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (34 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| DEBRA A ANSAY | |||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | ||
| RICHARD L ENSWEILER | |||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | ||
| DORON M GREEN | |||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | ||
| HAROLD E GRIES | |||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | ||
| IRVIN KAAGE | |||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | ||
| JEFFREY LAMMERS | |||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | ||
| DAVID R PIERCE | |||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | ||
| KATHIE POWERS | |||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | ||
| CARLA E SALMON | |||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | ||
| FREDRIC A SEEFELDT | |||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | ||
| JEFFREY D SPENCE | |||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | ||
| WAYMON V STEWART | |||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | ||
| DEBORAH G WENTE | |||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | ||
| MICHAEL A GRANDILLO | |||||||
| PRESIDENT | 50.00 | 202600 | 0 | 41546 | X | ||
| DANIEL W ECK | |||||||
| INTERIM PRESIDENT, SECRETARY | 50.00 | 136500 | 0 | 24972 | X | ||
| ROBERT T MELZER | |||||||
| CHAIRPERSON | 0.00 | 0 | 0 | 0 | X | ||
| PETER N REDDIN | |||||||
| SR. VICE CHAIRPERSON | 0.00 | 0 | 0 | 0 | X | ||
| MICHAEL BOGENSCHUETZ | |||||||
| VICE CHAIRPERSON | 0.00 | 0 | 0 | 0 | X | ||
| BARBARA S GANNON | |||||||
| VICE CHAIRPERSON | 0.00 | 0 | 0 | 0 | X | ||
| JOHN T MCFADDEN | |||||||
| VICE CHAIRPERSON | 0.00 | 0 | 0 | 0 | X | ||
| DAVID J MICHAEL | |||||||
| VICE CHAIRPERSON | 0.00 | 0 | 0 | 0 | X | ||
| JEFFREY M OTTUM | |||||||
| EXECUTIVE COMMITTEE MEMBER | 0.00 | 0 | 0 | 0 | X | ||
| WILLIAM C SHELDON | |||||||
| RECORDING SECRETARY | 0.00 | 0 | 0 | 0 | X | ||
| PETER F BEMIS | |||||||
| FORMER CHAIRPERSON | 0.00 | 0 | 0 | 0 | X | ||
| MARGARET ALBRINCK | |||||||
| VP ACADEMIC AFFAIRS | 50.00 | 124038 | 0 | 30303 | X | ||
| JOSEPH BOTANA | |||||||
| VP FINANCE & CFO | 50.00 | 130633 | 0 | 30390 | X | ||
| NATHAN DEHNE | |||||||
| VP STUDENT DEVELOPMENT | 50.00 | 111770 | 0 | 28998 | X | ||
| E ANTHONY FESSLER | |||||||
| LEGAL COUNSEL & VP INTL PROGRAMS | 50.00 | 41121 | 0 | 9218 | X | ||
| ZACHARY VOELZ | |||||||
| VP KELLETT SCHOOL | 50.00 | 112475 | 0 | 16190 | X | ||
| KENNETH STRMISKA | |||||||
| VP ADVANCEMENT, INNOVATION & STRATEGY | 50.00 | 126775 | 0 | 21749 | X | ||
| KELLEN WINSLOW | |||||||
| VP ATHLETICS & WELLNESS | 50.00 | 74003 | 0 | 13751 | X | ||
| MEHRABAN KHODAVANDI | |||||||
| PROFESSOR | 40.00 | 145981 | 0 | 26007 | X | ||
| MATTHEW S NIEDERJOHN | |||||||
| PROFESSOR | 40.00 | 123997 | 0 | 29668 | X | ||
| CHARLES R STOCKMAN | |||||||
| PROFESSOR | 40.00 | 105087 | 0 | 16438 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1434980 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 289230 | TotalOtherCompensation |
| Number Individuals GT100 K | 10 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| CAMERA CORNER | |||||
| PO BOX 248 | GREEN BAY | WI | 543050248 | TECHNOLOGY EQUIPMENT | 529091 |
| PLYMOUTH UTILITIES | |||||
| 900 CTH PP | PLYMOUTH | WI | 530730277 | UTILITIES | 523302 |
| FOLLETT HIGHER EDUCATION GROUP | |||||
| 1818 SWIFT DRIVE | OAK BROOK | IL | 605231576 | CAMPUS BOOK STORE | 508032 |
| BLACKBOARD INC | |||||
| PO BOX 200154 | PITTSBURGH | PA | 152510154 | EDUCATION TECHNOLOGY | 410108 |
| LAMAR COMPANIES | |||||
| PO BOX 96030 | BATON ROUGE | LA | 70896 | ADVERTISING SIGNS | 366880 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 18 | NumberOfContractorsGT100K |
| Fundraising Events | 60010 | FundraisingEvents |
| Related Organizations | 503550 | RelatedOrganizations |
| Government Grants | 3148513 | GovernmentGrants |
| All Other Contributions | 1385049 | AllOtherContributions |
| Total Contributions | 5097122 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| EDUCATION, TUITION AND FEES | 611600 | 33150126 | 33150126 | |
| AUXILIARY SERVICES | 611600 | 5078035 | 5078035 | |
| INSTRUCTION ACTIVITIES | 611600 | 624598 | 624598 | |
| OTHER PROGRAM REVENUE | 611710 | 349326 | 349326 | |
| UNRELATED BUSINESS INCOME | 900099 | 79900 | 79900 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 39281985 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 234871 | TotalRevenueColumn |
| Exclusion | $234,871 | ExclusionAmount |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 4466 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -4466 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -4466 | TotalRevenueColumn |
| Exclusion | -$4,466 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 388121 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 60010 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 244781 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 143340 | TotalRevenueColumn |
| Exclusion | $143,340 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 44752852 | TotalRevenueColumn |
| Related Or Exempt Function Income | 39202085 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 79900 | UnrelatedBusinessRevenue |
| Exclusion | $373,745 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12613014 | Total |
| Program Services | 12613014 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1724209 | Total |
| Program Services | 828534 | ProgramServices |
| Management And General | 651123 | ManagementAndGeneral |
| Fundraising | 244552 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15000339 | Total |
| Program Services | 12633497 | ProgramServices |
| Management And General | 2175553 | ManagementAndGeneral |
| Fundraising | 191289 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 644441 | Total |
| Program Services | 497725 | ProgramServices |
| Management And General | 119569 | ManagementAndGeneral |
| Fundraising | 27147 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4111325 | Total |
| Program Services | 3100063 | ProgramServices |
| Management And General | 983657 | ManagementAndGeneral |
| Fundraising | 27605 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 237755 | Total |
| Management And General | 237755 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29631 | Total |
| Management And General | 29631 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 49044 | Total |
| Management And General | 49044 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 631011 | Total |
| Program Services | 277779 | ProgramServices |
| Management And General | 324040 | ManagementAndGeneral |
| Fundraising | 29192 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1067618 | Total |
| Program Services | 1049565 | ProgramServices |
| Management And General | 18053 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1103901 | Total |
| Program Services | 521081 | ProgramServices |
| Management And General | 483741 | ManagementAndGeneral |
| Fundraising | 99079 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 899386 | Total |
| Program Services | 737058 | ProgramServices |
| Management And General | 162328 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1381802 | Total |
| Program Services | 1294577 | ProgramServices |
| Management And General | 87225 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 830301 | Total |
| Program Services | 596949 | ProgramServices |
| Management And General | 195798 | ManagementAndGeneral |
| Fundraising | 37554 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 53026 | Total |
| Program Services | 46508 | ProgramServices |
| Management And General | 6518 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 586547 | Total |
| Program Services | 380209 | ProgramServices |
| Management And General | 206338 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2139921 | Total |
| Program Services | 1318224 | ProgramServices |
| Management And General | 821697 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 196944 | Total |
| Program Services | 127198 | ProgramServices |
| Management And General | 69746 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | FundraisingFundraising | Management And GeneralManagementAndGeneral |
|---|---|---|---|---|
| COST OF GOODS SOLD | 1198848 | 1198848 | ||
| COMMUNITY SERVICE | 420583 | 373822 | 46761 | |
| MAINTENANCE & REPAIRS | 400937 | 246119 | 154818 | |
| UNCOLLECTIBLES | 295560 | 62810 | 232750 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 230728 | Total |
| Program Services | 86582 | ProgramServices |
| Management And General | 111145 | ManagementAndGeneral |
| Fundraising | 33001 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45846871 | Total |
| Program Services | 37990162 | ProgramServices |
| Management And General | 7120529 | ManagementAndGeneral |
| Fundraising | 736180 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3457938 | BOY |
| EOY | 2907253 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1144117 | BOY |
| EOY | 629771 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1368309 | BOY |
| EOY | 1383405 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 443360 | BOY |
| EOY | 858908 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 87322 | BOY |
| EOY | 67364 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 426587 | BOY |
| EOY | 492923 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 57137461 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 29488715 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27899696 | BOY |
| EOY | 27648746 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6618302 | BOY |
| EOY | 7423583 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 335150 | BOY |
| EOY | 282179 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41780781 | BOY |
| EOY | 41694132 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2635097 | BOY |
| EOY | 2881305 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 383306 | BOY |
| EOY | 386345 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2809665 | BOY |
| EOY | 2983530 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14199092 | BOY |
| EOY | 14250000 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 360973 | BOY |
| EOY | 185147 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3020062 | BOY |
| EOY | 3539973 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23408195 | BOY |
| EOY | 24226300 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15497813 | BOY |
| EOY | 15758704 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2824103 | BOY |
| EOY | 1658162 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 50670 | BOY |
| EOY | 50966 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18372586 | BOY |
| EOY | 17467832 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41780781 | BOY |
| EOY | 41694132 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -1094019 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 248074 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | -58809 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets In Part X | 189428 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1698324 | OtherCostOrOtherBasis |
| Book Value | 1698324 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 37884478 | OtherCostOrOtherBasis |
| Depreciation | 18588562 | Depreciation |
| Book Value | 19295916 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 535040 | OtherCostOrOtherBasis |
| Depreciation | 372540 | Depreciation |
| Book Value | 162500 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4843938 | OtherCostOrOtherBasis |
| Depreciation | 4475780 | Depreciation |
| Book Value | 368158 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 12175681 | OtherCostOrOtherBasis |
| Depreciation | 6051833 | Depreciation |
| Book Value | 6123848 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 27648746 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER EQUITY INDEX FUNDS | Description |
| Book Value | 7423583 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 7423583 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (7 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| POST RETIREMENT | $1,235,605 |
| ASSETS RETIREMENT OBLIGATION | $499,008 |
| INTEREST RATE EXCHANGE AGREEMENTS | $472,161 |
| ANNUITY OBLIGATIONS | $332,083 |
| STUDENT DEPOSITS | $185,803 |
| AGENCY FUNDS | $325,721 |
| DUE TO LAKELAND COLLEGE FOUNDATION | $489,592 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 3539973 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 33397152 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 248074 | NetUnrealizedGainsInvestments |
| Other Revenues | -88019 | OtherRevenues |
| Revenue Not Rptd F990 | 160055 | RevenueNotRptdF990 |
| Revenue Subtotal | 33237097 | RevenueSubtotal |
| Other Revenues Not Included | 11515755 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 11515755 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 44752852 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 34301906 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | -29210 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | -29210 | ExpensesNotRptdF990 |
| Expenses Subtotal | 34331116 | ExpensesSubtotal |
| Other Expenses Not Included | 11515755 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 11515755 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 45846871 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART III, LINE 4: | WORKS OF ART ARE INCLUDED WITH THE COLLEGE'S ASSETS, AND ON DISPLAY ON CAMPUS FOR PUBLIC VIEWING. | |
| PART X, LINE 2: | POST RETIREMENT - LAKELAND COLLEGE ACCOUNTS FOR POST RETIREMENT BENEFITS THROUGH THE USE OF AN OUTSIDE ACTUARIAL FIRM. THESE AMOUNTS ARE ACCRUED FOR ON AN ANNUAL BASIS. | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
| ADJUSTMENT OF ACTUARIAL LIABILITY FOR ANNUITIES PAYABLE -61,309. FIN 47 AMORTIZATION -29,210. NET ASSETS RELEASED FROM RESTRICTIONS 2,500. | PART XI, LINE 2D - OTHER ADJUSTMENTS: | |
| SCHOLARSHIPS AND GRANTS PROVIDED TO STUDENTS TO OFFSET TUITION 12,613,014. PROGRAM REVENUE NETTED WITH EXPENSES ON FINANCIAL STATEMENTS -1,097,259. | PART XI, LINE 4B - OTHER ADJUSTMENTS: | |
| FIN 47 AMORTIZATION -29,210. | PART XII, LINE 2D - OTHER ADJUSTMENTS: | |
| SCHOLARSHIPS AND GRANTS PROVIDED TO STUDENTS TO OFFSET TUITION 12,613,014. PROGRAM REVENUE NETTED WITH EXPENSES ON FINANCIAL STATEMENTS -1,097,259. | PART XII, LINE 4B - OTHER ADJUSTMENTS: |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 0 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION | Identifier |
| Return Reference | SCHEDULE E, PART I, LINE 3 | ReturnReference |
| Explanation | ALL APPLICATIONS AND ADVERTISING CONTAIN STATEMENTS AS TO THE NONDISCRIMINATORY POLICY OF THE COLLEGE. | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GALA EVENT | NameOfEvent1 |
| Gross Receipts Event1 | 368921 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 60010 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 308911 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 105681 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 9264 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 59348 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 29589 | OtherDirectExpensesEvent1 |
| Name Of Event2 | BLASTERS GOLF TOURNAMENT | NameOfEvent2 |
| Gross Receipts Event2 | 79210 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 79210 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 28433 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 3439 | FoodAndBeverageEvent2 |
| Other Direct Expenses Event2 | 9027 | OtherDirectExpensesEvent2 |
| Gross Receipts Total | 448131 | GrossReceiptsTotal |
| Charitable Contributions Total | 60010 | CharitableContributionsTotal |
| Gross Revenue Total Events | 388121 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 134114 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 12703 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 59348 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 38616 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 244781 | DirectExpenseSummaryEvents |
| Net Income Summary | 143340 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (5 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Method Of ValuationMethodOfValuation |
|---|---|---|---|
| FEDERAL GRANTS | 1111 | 3031448 | CASH PROVIDED TO RECIPIENTS |
| FEDERAL WORK STUDY | 349 | 464053 | CASH PROVIDED TO RECIPIENTS |
| INSTITUTIONAL GRANTS | 1535 | 7148193 | CASH PROVIDED TO RECIPIENTS |
| OUTSIDE GRANTS | 101 | 801780 | CASH PROVIDED TO RECIPIENTS |
| STATE GRANTS | 520 | 1167540 | CASH PROVIDED TO RECIPIENTS |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: ALL GRANTS ARE DISBURSED TO THE STUDENTS ACCOUNTS DIRECTLY, ACCORDING TO GOVERNMENT REGULATIONS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | MICHAEL A GRANDILLO | NamePerson |
| Title | PRESIDENT | Title |
| Base Compensation Filing Org | 202600 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 0 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 202600 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 1A | ReturnReference |
| Explanation | HOUSING AND CLUB DUES PROVIDED TO THE PRESIDENT OF THE COLLEGE. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
| 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 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 391337855 | IssuerEIN |
| Date Issued | 2010-03-31 | DateIssued |
| Issue Price | 14635000 | IssuePrice |
| Description Of Purpose | CONSTRUCTION OF FACILITIES FOR CONTINUING EDUCATIONAL AND ACADEMIC SUPPORT | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Pool Financing | 0 | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | 14635000 | TotalProceeds |
| Issuance Costs From Proceeds | 75922 | IssuanceCostsFromProceeds |
| Capital Expenditures | 14635000 | CapitalExpenditures |
| Year Of Subst Completion | 2010 | YearOfSubstCompletion |
| Current Refunding | 1 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 1 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 0 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Bond Iss Meet Prvt Security Pay Test | 0 | BondIssMeetPrvtSecurityPayTest |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedProp |
| Non Qualified Bond Remed Procdrs | 0 | NonQualifiedBondRemedProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiled |
| Rebate Not Due Yet | 0 | RebateNotDueYet |
| Exception To Rebate | 0 | ExceptionToRebate |
| No Rebate Due | 1 | NoRebateDue |
| Variable Rate Issue | 1 | VariableRateIssue |
| Hedge Identified In Books And Recds | 1 | HedgeIdentifiedInBooksAndRecds |
Name Of Hedge Provider NameOfHedgeProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | M&I BANK | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 5.000000000000 | TermOfHedge |
| Superintegrated Hedge | 0 | SuperintegratedHedge |
| Hedge Terminated | 0 | HedgeTerminated |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqs |
Schedule L IRS990ScheduleL
Form990 Schedule L Part III Form990ScheduleLPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Interested Person | OFFICER | NameOfInterestedPerson |
| Relationship With Organization | DAUGHTER OF OFFICER | RelationshipWithOrganization |
| Amount Of Grant | 1500 | AmountOfGrant |
| Type Of Assistance | GRANT | TypeOfAssistance |
| Purpose Of Assistance | EDUCATION | PurposeOfAssistance |
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROHDE DALES LLC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | TRUSTEE IS PARTNER IN ENTITY PROVIDING LEGAL SERVICES | Relationship |
| Amount Of Transaction | 16238 | AmountOfTransaction |
| Description Of Transaction | LEGAL SERVICES | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 152513 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | A BOARD MEMBER IS ALSO A TRUSTEE FOR ANOTHER BOARD MEMBER'S FOUNDATION | |
| FORM 990, PART VI, SECTION B, LINE 11 | MEMBERS OF THE AUDIT COMMITTEE AND EXECUTIVE COMMITTEE OF THE TRUSTEES REVIEW THE 990 AND MAKE IT AVAILABLE TO THE ENTIRE BOARD OF TRUSTEES UPON REQUEST. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE PRESIDENT AND VICE-PRESIDENT OF FINANCE/CFO OF THE COLLEGE REVIEWS ALL CONFLICT OF INTEREST POLICIES FROM TRUSTEES AND KEY EMPLOYEES, AND PASSES ANY ITEMS THAT ARE OF CONCERN TO THE AUDIT COMMITTEE | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COLLEGE'S HUMAN RESOURCE DIRECTOR PROVIDES THE CHAIRMAN OF THE BOARD COMPARATIVE DATA, COLLEGE'S POLICY AND RECOMMENDATIONS. THE CHAIRMAN REVIEWS AND DISCUSSES WITH THE EXECUTIVE COUNCEL IF NECESSARY AND APPROVES THE EMPLOYEES' WAGES. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE COLLEGE'S 990 AND OTHER POLICIES ARE AVAILABLE UPON REQUEST FROM THE VICE PRESIDENT OF FINANCE, ON THE COLLEGE'S WEBSITES AND FOR PUBLIC VIEWING THROUGH GUIDESTAR. | |
| FORM 990, PART XI, LINE 9: | ADJUSTMENT OF ACTUARIAL LIABILITY FOR ANNUITIES PAYABLE -61,309. NET ASSETS RELEASED FROM RESTRICTIONS 2,500. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PAGE 12, PART XII, LINE 2C | A COMMITEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAKELAND COLLEGE FOUNDATION | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 359 | AddressLine1 |
| City | SHEBOYGAN | City |
| State | WI | State |
| ZIP Code | 530820359 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391655132 | EIN |
| Primary Activities | TO PROVIDE SCHOLARSHIPS TO LAKELAND COLLEGE STUDENTS | PrimaryActivities |
| Legal Domicile State | WI | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | LINE 7 | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| LAKELAND COLLEGE FOUNDATION INC | ||
| C | 503550 | CASH |
| LAKELAND COLLEGE FOUNDATION INC | ||
| B | 442698 | CASH |
Comments