LAKELAND UNIVERSITY INC: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
LAKELAND UNIVERSITY INC (EIN 39-0821861)
Tax period
2013-07-01 to 2014-06-30
Filed
2014-11-14
IRS object ID
201433189349304123
Schema version
2013v3.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2014-11-14T11:59:00-06:00ReturnTs
Tax Period End2014-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN391173131PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SCHENCK SCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1712 RIVERFRONT DRIVE STE 301AddressLine1
CitySHEBOYGANCity
StateWIState
ZIP Code53081ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN390821861EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LAKELAND COLLEGEBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlLAKEBusinessNameControlTxt
Phone9205651336PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 359AddressLine1
CitySHEBOYGANCity
StateWIState
ZIP Code530820359ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCAROLE ROBERTSONPersonNm
Person TitleVICE-PRESIDENT OF FINANCE, CFOPersonTitleTxt
Phone9205651336PhoneNum
Signature2014-11-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPHILIP S KLEMME CPAPreparerPersonNm
PTINP01045375PTIN
Phone9204580341PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerCAROLE ROBERTSONPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 359AddressLine1
CitySHEBOYGANCity
StateWIState
ZIP Code530820359ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$50,840,312GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.LAKELAND.EDUWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1862FormationYr
Legal Domicile StateWILegalDomicileStateCd
Activity Or MissionLAKELAND COLLEGE PROVIDES EDUCATIONAL SERVICES TO UNDERGRADUATE AND GRADUATE STUDENTS IN SHEBOYGAN COUNTY, THROUGHOUT WISCONSIN AND ONLINE. THE FEES COLLECTED DIRECTLY RELATE TO THE PROVISIONS OF THOSE SERVICES ON A ONE-TO-ONE BASIS (I.E. THIS REVENUE IS COLLECTED FROM THE BENEFICIARIES OF THE SERVICE.) IN ADDITION, HOUSING AND MEAL SERVICES ARE PROVIDED TO THE STUDENTS ATTENDING CLASSES AT THE MAIN CAMPUS. LIVING IN THE CAMPUS COMMUNITY IS AN INTEGRAL PART OF THE TRADITIONAL 4 YEAR LIBERAL ARTS EDUCATION, WHICH LAKELAND COLLEGE PROVIDES IN ITS TRADITIONAL DAY-UNDERGRADUATE PROGRAM.ActivityOrMissionDesc
Voting Members Governing Body22VotingMembersGoverningBodyCnt
Voting Members Independent22VotingMembersIndependentCnt
Total Employee1409TotalEmployeeCnt
Total Volunteers50TotalVolunteersCnt
Total Gross UBI$73,511TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$5,097,122PYContributionsGrantsAmt
CY Contributions Grants$8,022,846CYContributionsGrantsAmt
PY Program Service Revenue$39,281,985PYProgramServiceRevenueAmt
CY Program Service Revenue$41,949,320CYProgramServiceRevenueAmt
PY Investment Income$230,405PYInvestmentIncomeAmt
CY Investment Income$404,020CYInvestmentIncomeAmt
PY Other Revenue$143,340PYOtherRevenueAmt
CY Other Revenue$230,532CYOtherRevenueAmt
PY Total Revenue$44,752,852PYTotalRevenueAmt
CY Total Revenue$50,606,718CYTotalRevenueAmt
PY Grants And Similar Paid$12,613,014PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$14,569,227CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$21,480,314PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$22,765,429CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$791,576CYTotalFundraisingExpenseAmt
PY Other Expenses$11,753,543PYOtherExpensesAmt
CY Other Expenses$13,264,868CYOtherExpensesAmt
PY Total Expenses$45,846,871PYTotalExpensesAmt
CY Total Expenses$50,599,524CYTotalExpensesAmt
PY Revenues Less Expenses-$1,094,019PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$7,194CYRevenuesLessExpensesAmt
Total Assets BOY$41,694,132TotalAssetsBOYAmt
Total Assets EOY$40,182,982TotalAssetsEOYAmt
Total Liabilities BOY$24,226,300TotalLiabilitiesBOYAmt
Total Liabilities EOY$22,804,562TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$17,467,832NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$17,378,420NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionLAKELAND 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.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$19,214,133ExpenseAmt
Grant$14,569,227GrantAmt
Revenue$36,135,834RevenueAmt
DescACADEMIC SUPPORT AND STUDENT SERVICES: INCLUDES PROVIDING OF FEDERAL, STATE AND OTHER OUTSIDE GRANTS AS WELL AS INSTITUTIONAL GRANTSDesc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$12,654,403ExpenseAmt
Revenue$264,591RevenueAmt
DescINSTRUCTION AND RELATED ACTIVITIES: TO PROVIDE FACILITIES FOR HOLDING COURSES AND EDUCATIONAL COMMUNITY EVENTS.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$5,183,024ExpenseAmt
Revenue$5,378,078RevenueAmt
DescAUXILIARY SERVICES: TO PROVIDE RESIDENTIAL AND FOOD SERVICES TO COLLEGE STUDENTS INCIDENTAL TO THEIR EDUCATION AND HOST VARIOUS EDUCATIONAL COMMUNITY EVENTS.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Revenue$170,817RevenueAmt
DescOTHER PROGRAM SERVICES: TO PROVIDE OPERATIONAL AND MAINTENANCE SUPPORT OF THE PLANT FOR HOLDING COURSES AND EDUCATIONAL COMMUNITY EVENTS.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Revenue$170,817TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$37,051,560TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of ArtYes (1)CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School OperatingYes (1)SchoolOperatingInd
Foreign OfficeYes (1)ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To IndividualsYes (1)MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt BondsYes (1)TaxExemptBondsInd
Invest Tax Exempt Bonds0InvestTaxExemptBondsInd
Escrow Account0EscrowAccountInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer EntYes (1)BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document134IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee1409EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members22GoverningBodyVotingMembersCnt
Independent Voting Member22IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local ChaptersYes (1)LocalChaptersInd
Policies Reference ChaptersYes (1)PoliciesReferenceChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CAROLE ROBERTSONBusinessNameLine1
FieldValueIRS element (for citing)
Phone9205651336PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 359AddressLine1
CitySHEBOYGANCity
StateWIState
ZIP Code530820359ZIPCode

Form990 Part VII Section A Form990PartVIISectionAGrp (34 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
DANIEL W ECK
PRESIDENT/SECRETARY50.00Yes (X)Yes (X)$161,581$0$35,486
ROBERT T MELZER
CHAIRPERSON0.00Yes (X)Yes (X)$0$0$0
PETER N REDDIN
SR. VICE CHAIRPERSON0.00Yes (X)Yes (X)$0$0$0
MICHAEL BOGENSCHUETZ
VICE CHAIRPERSON0.00Yes (X)Yes (X)$0$0$0
BARBARA S GANNON
VICE CHAIRPERSON0.00Yes (X)Yes (X)$0$0$0
JOHN T MCFADDEN
VICE CHAIRPERSON0.00Yes (X)Yes (X)$0$0$0
DAVID J MICHAEL
VICE CHAIRPERSON0.00Yes (X)Yes (X)$0$0$0
JEFFREY M OTTUM
EXECUTIVE COMMITTEE MEMBER0.00Yes (X)Yes (X)$0$0$0
WILLIAM C SHELDON
RECORDING SECRETARY0.00Yes (X)Yes (X)$0$0$0
PETER F BEMIS
FORMER CHAIRPERSON0.00Yes (X)Yes (X)$0$0$0
DEBRA A ANSAY
TRUSTEE0.00Yes (X)$0$0$0
RICHARD L ENSWEILER
TRUSTEE0.00Yes (X)$0$0$0
DORON M GREEN
TRUSTEE0.00Yes (X)$0$0$0
HAROLD E GRIES
TRUSTEE0.00Yes (X)$0$0$0
IRVIN KAAGE
TRUSTEE0.00Yes (X)$0$0$0
JEFFREY LAMMERS
TRUSTEE0.00Yes (X)$0$0$0
DAVID R PIERCE
TRUSTEE0.00Yes (X)$0$0$0
KATHIE POWERS
TRUSTEE0.00Yes (X)$0$0$0
CARLA E SALMON
TRUSTEE0.00Yes (X)$0$0$0
FREDRIC A SEEFELDT
TRUSTEE0.00Yes (X)$0$0$0
JEFFREY D SPENCE
TRUSTEE0.00Yes (X)$0$0$0
WAYMON V STEWART
TRUSTEE0.00Yes (X)$0$0$0
DEBORAH G WENTE
TRUSTEE0.00Yes (X)$0$0$0
MARGARET ALBRINCK
VP ACADEMIC AFFAIRS50.00Yes (X)Yes (X)$130,042$0$30,677
NATHAN DEHNE
VP ATHLETICS & WELLNESS50.00Yes (X)Yes (X)$114,225$0$29,696
ZACHARY VOELZ
VP ENROLLMENT MANAGEMENT50.00Yes (X)Yes (X)$114,950$0$17,214
KENNETH STRMISKA
VP ADVANCEMENT, INNOVATION & STRATEGY50.00Yes (X)Yes (X)$134,509$0$22,516
CAROLE ROBERTSON
VP FINANCE & CHIEF FINANCIAL OFFICER50.00Yes (X)Yes (X)$29,108$0$5,645
MEHRABAN KHODAVANDI
PROFESSOR40.00$149,259$0$30,845Yes (X)
MATTHEW S NIEDERJOHN
PROFESSOR40.00$111,863$0$28,725Yes (X)
CHARLES R STOCKMAN
PROFESSOR40.00$112,973$0$15,474Yes (X)
JEFF ELZINGA
PROFESSOR40.00$100,075$0$14,713Yes (X)
MICHAEL GRANDILLO
FORMER PRESIDENT0.00$201,493$0$17,944Yes (X)
JOSEPH BOTANA
FORMER VP FINANCE & CFO0.00$117,673$0$27,887Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,477,751TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$276,822TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K11IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (1)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1CityContractorAddress/USAddress/CityStateContractorAddress/USAddress/StateZIP CodeContractorAddress/USAddress/ZIPCodeServicesServicesDescCompensationCompensationAmt
FOLLETT HIGHER EDUCATION GROUP
1818 SWIFT DRIVEOAK BROOKIL605231576CAMPUS BOOK SHOP$662,890
LAMAR COMPANIES
PO BOX 96030BATON ROUGELA70896ADVERTISING/MARKETING$457,395
O&W COMMUNICATION
2040 NORTH AVESHEBOYGANWI53083TELEPHONE PROFESSIONAL SERVICES$349,505
BLACKBOARD
PO BOX 200154PITTSBURGHPA152510154EDUCATION TECHNOLOGY$333,900
WAICU ETC
122 W WASHINGTON AVENUE SUITE 700MADISONWI537032723EDUCATION TECHNOLOGY$275,361
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K27CntrctRcvdGreaterThan100KCnt
Fundraising$66,380FundraisingAmt
Related Organizations$567,000RelatedOrganizationsAmt
Government Grants$6,231,077GovernmentGrantsAmt
All Other Contributions$1,158,389AllOtherContributionsAmt
Total Contributions$8,022,846TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EDUCATION, TUITION AND FEES611600$36,135,834$36,135,834
AUXILIARY SERVICES611600$5,378,078$5,378,078
INSTRUCTION ACTIVITIES611600$264,591$264,591
OTHER PROGRAM REVENUE611710$170,817$170,817
FieldValueIRS element (for citing)
Total Program Service Revenue$41,949,320TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$380,921TotalRevenueColumnAmt
Exclusion$380,921ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Other$48,389OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Other$25,290OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Other$23,099OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$23,099TotalRevenueColumnAmt
Exclusion$23,099ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$365,325FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$66,380ContriRptFundraisingEventAmt
Fundraising Direct Expenses$208,304FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$157,021TotalRevenueColumnAmt
Exclusion$157,021ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescUNRELATED BUSINESS INCOMEDesc
Business900099BusinessCd
Total Revenue Column$73,511TotalRevenueColumnAmt
Unrelated Business Revenue$73,511UnrelatedBusinessRevenueAmt
FieldValueIRS element (for citing)
Other Revenue Total$73,511OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$50,606,718TotalRevenueColumnAmt
Related Or Exempt Func Income$41,949,320RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$73,511UnrelatedBusinessRevenueAmt
Exclusion$561,041ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$14,569,227TotalAmt
Program Services$14,569,227ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$1,477,751TotalAmt
Program Services$718,437ProgramServicesAmt
Management And General$624,805ManagementAndGeneralAmt
Fundraising$134,509FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$15,825,402TotalAmt
Program Services$7,428,576ProgramServicesAmt
Management And General$8,141,739ManagementAndGeneralAmt
Fundraising$255,087FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$724,667TotalAmt
Program Services$417,754ProgramServicesAmt
Management And General$279,381ManagementAndGeneralAmt
Fundraising$27,532FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$4,737,609TotalAmt
Program Services$3,671,795ProgramServicesAmt
Management And General$947,230ManagementAndGeneralAmt
Fundraising$118,584FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$99,310TotalAmt
Management And General$99,310ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$57,810TotalAmt
Management And General$57,810ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$47,506TotalAmt
Management And General$47,506ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$629,662TotalAmt
Program Services$355,069ProgramServicesAmt
Management And General$256,379ManagementAndGeneralAmt
Fundraising$18,214FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,095,588TotalAmt
Program Services$1,074,476ProgramServicesAmt
Management And General$21,012ManagementAndGeneralAmt
Fundraising$100FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,327,501TotalAmt
Program Services$812,937ProgramServicesAmt
Management And General$434,215ManagementAndGeneralAmt
Fundraising$80,349FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$833,564TotalAmt
Program Services$688,590ProgramServicesAmt
Management And General$143,204ManagementAndGeneralAmt
Fundraising$1,770FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$1,637,063TotalAmt
Program Services$1,564,144ProgramServicesAmt
Management And General$72,919ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$844,553TotalAmt
Program Services$718,631ProgramServicesAmt
Management And General$91,995ManagementAndGeneralAmt
Fundraising$33,927FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$106,348TotalAmt
Program Services$94,738ProgramServicesAmt
Management And General$11,610ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$559,847TotalAmt
Program Services$559,847ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$2,328,507TotalAmt
Program Services$1,518,709ProgramServicesAmt
Management And General$809,798ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$236,125TotalAmt
Program Services$142,822ProgramServicesAmt
Management And General$93,303ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
COST OF AUXILIARY SERVI$1,200,302$1,200,302
MISCELLANEOUS$895,069$585,872$248,261$60,936
MAINTENANCE & REPAIRS$497,324$303,466$193,858
COMMUNITY SERVICE$443,403$383,960$59,443

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$425,386TotalAmt
Program Services$242,208ProgramServicesAmt
Management And General$182,053ManagementAndGeneralAmt
Fundraising$1,125FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$50,599,524TotalAmt
Program Services$37,051,560ProgramServicesAmt
Management And General$12,756,388ManagementAndGeneralAmt
Fundraising$791,576FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$2,907,253BOYAmt
EOY$2,230,480EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$629,771BOYAmt
EOY$252,608EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,383,405BOYAmt
EOY$1,586,515EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$858,908BOYAmt
EOY$408,937EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$67,364BOYAmt
EOY$79,344EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$492,923BOYAmt
EOY$545,025EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$59,418,038LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$31,348,432LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$27,648,746BOYAmt
EOY$28,069,606EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$7,423,583BOYAmt
EOY$6,877,317EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$282,179BOYAmt
EOY$133,150EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$41,694,132BOYAmt
EOY$40,182,982EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$2,881,305BOYAmt
EOY$2,390,432EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$386,345BOYAmt
EOY$363,454EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$2,983,530BOYAmt
EOY$3,071,825EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$14,250,000BOYAmt
EOY$13,575,000EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$185,147BOYAmt
EOY$260,842EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,539,973BOYAmt
EOY$3,143,009EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$24,226,300BOYAmt
EOY$22,804,562EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$15,758,704BOYAmt
EOY$16,127,697EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,658,162BOYAmt
EOY$1,196,603EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$50,966BOYAmt
EOY$54,120EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$17,467,832BOYAmt
EOY$17,378,420EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$41,694,132BOYAmt
EOY$40,182,982EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$7,194ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$73,666NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$22,940OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

FieldValueIRS element (for citing)
Assets Included$189,428AssetsIncludedAmt
FieldValueIRS element (for citing)
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Solicited Assets Sale0SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$13,065,976BeginningYearBalanceAmt
Contributions$281,063ContributionsAmt
Investment Earnings Or Losses$1,838,522InvestmentEarningsOrLossesAmt
Grants Or Scholarships$567,000GrantsOrScholarshipsAmt
Other Expenditures$0OtherExpendituresAmt
Administrative Expenses-$2,796AdministrativeExpensesAmt
End Year Balance$14,621,357EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$11,793,306BeginningYearBalanceAmt
Contributions$783,339ContributionsAmt
Investment Earnings Or Losses$998,221InvestmentEarningsOrLossesAmt
Grants Or Scholarships$506,050GrantsOrScholarshipsAmt
Other Expenditures$0OtherExpendituresAmt
Administrative Expenses$2,840AdministrativeExpensesAmt
End Year Balance$13,065,976EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$11,466,322BeginningYearBalanceAmt
Contributions$687,911ContributionsAmt
Investment Earnings Or Losses$174,831InvestmentEarningsOrLossesAmt
Grants Or Scholarships$512,411GrantsOrScholarshipsAmt
Other Expenditures$0OtherExpendituresAmt
Administrative Expenses$23,347AdministrativeExpensesAmt
End Year Balance$11,793,306EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$9,956,017BeginningYearBalanceAmt
Contributions$379,356ContributionsAmt
Investment Earnings Or Losses$1,653,345InvestmentEarningsOrLossesAmt
Grants Or Scholarships$511,190GrantsOrScholarshipsAmt
Other Expenditures$0OtherExpendituresAmt
Administrative Expenses$11,206AdministrativeExpensesAmt
End Year Balance$11,466,322EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$8,947,549BeginningYearBalanceAmt
Contributions$389,877ContributionsAmt
Investment Earnings Or Losses$1,164,565InvestmentEarningsOrLossesAmt
Grants Or Scholarships$537,803GrantsOrScholarshipsAmt
Other Expenditures$0OtherExpendituresAmt
Administrative Expenses$8,171AdministrativeExpensesAmt
End Year Balance$9,956,017EndYearBalanceAmt
FieldValueIRS element (for citing)
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgYes (1)EndowmentsHeldRelatedOrgInd
Related Org List Sch RYes (1)RelatedOrgListSchRInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,698,324OtherCostOrOtherBasisAmt
Book Value$1,698,324BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$38,717,390OtherCostOrOtherBasisAmt
Depreciation$19,686,914DepreciationAmt
Book Value$19,030,476BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$594,253OtherCostOrOtherBasisAmt
Depreciation$390,427DepreciationAmt
Book Value$203,826BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$5,111,210OtherCostOrOtherBasisAmt
Depreciation$4,729,726DepreciationAmt
Book Value$381,484BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$13,296,861OtherCostOrOtherBasisAmt
Depreciation$6,541,365DepreciationAmt
Book Value$6,755,496BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$28,069,606TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescOTHER EQUITY INDEX FUNDSDesc
Book Value$6,877,317BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$6,877,317TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)

DescDescAmtAmt
POST RETIREMENT$1,256,789
ASSETS RETIREMENT OBLIGATION$488,873
INTEREST RATE EXCHANGE AGREEMENTS$545,827
ANNUITY OBLIGATIONS$334,589
STUDENT DEPOSITS$220,572
AGENCY FUNDS$296,359
FieldValueIRS element (for citing)
Total Liability$3,143,009TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$35,756,537TotalRevEtcAuditedFinclStmtAmt
Other Revenue-$96,606OtherRevenueAmt
Revenue Not Reported-$96,606RevenueNotReportedAmt
Revenue Subtotal$35,853,143RevenueSubtotalAmt
Other Revenues Not Included$14,753,575OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$14,753,575RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$50,606,718TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$35,845,949TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$35,845,949ExpensesSubtotalAmt
Other Expenses Not Included$14,753,575OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$14,753,575ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$50,599,524TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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.
PART XI, LINE 2D - OTHER ADJUSTMENTS:ADJUSTMENT OF ACTUARIAL LIABILITY FOR ANNUITIES PAYABLE -22,940. UNREALIZED LOSS -73,666.
PART XI, LINE 4B - OTHER ADJUSTMENTS:SCHOLARSHIPS AND GRANTS REPORTED AGAINST TUITION PER F/S 14,569,227. PROGRAM REVENUE NETTED WITH EXPENSES ON FINANCIAL STATEMENTS 184,348.
PART XII, LINE 4B - OTHER ADJUSTMENTS:SCHOLARSHIPS AND GRANTS REPORTED AGAINST TUITION PER F/S 14,569,227. PROGRAM REVENUE NETTED WITH EXPENSES ON FINANCIAL STATEMENTS 184,348.

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (1)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (1)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (1)PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (1)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (1)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (1)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (1)MaintainCpyOfAllSolInd
Discriminate Race Stdnts Rghts0DiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss Plcy0DiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm Fculty0DiscriminateRaceEmplmFcultyInd
Discriminate Race Schs0DiscriminateRaceSchsInd
Discriminate Race Educ Plcy0DiscriminateRaceEducPlcyInd
Discriminate Race Use Of Fclts0DiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt Prog0DiscriminateRaceAthltProgInd
Discriminate Race Other Acty0DiscriminateRaceOtherActyInd
Government Financial Aid Rcvd0GovernmentFinancialAidRcvdInd
Government Financial Aid Rvkd0GovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (1)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE E, PART I, LINE 3FormAndLineReferenceDesc
ExplanationALL APPLICATIONS AND ADVERTISING CONTAIN STATEMENTS AS TO THE NONDISCRIMINATORY POLICY OF THE COLLEGE.ExplanationTxt

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
SUB-SAHARAN AFRICA - MALAWI00GRANTS AND SCHOLARSHIPSAID US MALAWI PROGRAM - EDUCATE STUDENTS SELECTED BY AGENCY FOR INTERNATIONAL DEVELOPMENT (AID) TO FULLFILL A MASTERS OF EDUCATION DEGREE WITH AN EMPHASIS IN EARLY GRADE READING AND INSTRUCTION.$64,210
SUB-SAHARAN AFRICA - GHANA, KENYA, UGANDA00GRANTS AND SCHOLARSHIPSZAWADI AFRICA EDUCATION FUND - SPONSORSHIP OF 4 STUDENTS FOR THEIR EDUCATION, BOOKS AND LIVING EXPENSES FOR 4 YEARS TO GRADUATION.$145,422
SUB-SAHARAN AFRICA - MALAWI00GRANTSAID US MALAWI PROGRAM - LAKELAND ALSO PROVIDES FUNDING TO HELP THE MALAWI MINISTRY OF EDUCATION AND LAKELAND'S PROGRAM GRADUATES TO BUILD RURAL SCHOOLS AND OTHER NEEDS.$11,260
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continutation Total Office0ContinutationTotalOfficeCnt
Continutation Total Employee0ContinutationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$220,892SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$220,892TotalSpentAmt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (3 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxtNon Cash AssistanceNonCashAssistanceAmtDescription Of Non Cash AsstDescriptionOfNonCashAsstTxtValuation Method UsedValuationMethodUsedDesc
SCHOLARSHIPS FOR GRADUATE STUDENTSSUB SAHARAN AFRICA - MALAWI10$64,210GRANTS AND SCHOLARSHIPS
SCHOLARSHIPSUB-SAHARAN AFRICA - GHANA, KENYA, UGANDA4$145,422GRANTS AND SCHOLARSHIPSFMV
CASHSUB SAHARAN AFRICA - MALAWI2$11,260WIRE TRANSFER
FieldValueIRS element (for citing)
Transfer To Foreign Corp0TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp Ownership0ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign Partnership0ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Name Of Event1GALA EVENTNameOfEvent1Amt
Gross Receipts Event1$362,005GrossReceiptsEvent1Amt
Charitable Contri Event1$66,380CharitableContriEvent1Amt
Gross Revenue Event1$295,625GrossRevenueEvent1Amt
Cash Prizes Event1$1,000CashPrizesEvent1Amt
Rent Facility Costs Event1$45,823RentFacilityCostsEvent1Amt
Food And Beverage Event1$18,147FoodAndBeverageEvent1Amt
Entertainment Event1$47,000EntertainmentEvent1Amt
Other Direct Expenses Event1$60,180OtherDirectExpensesEvent1Amt
Name Of Event2BLASTERS GOLF TOURNAMENTNameOfEvent2Amt
Gross Receipts Event2$69,700GrossReceiptsEvent2Amt
Gross Revenue Event2$69,700GrossRevenueEvent2Amt
Cash Prizes Event2$765CashPrizesEvent2Amt
Rent Facility Costs Event2$23,413RentFacilityCostsEvent2Amt
Food And Beverage Event2$3,663FoodAndBeverageEvent2Amt
Other Direct Expenses Event2$8,313OtherDirectExpensesEvent2Amt
Gross Receipts Total$431,705GrossReceiptsTotalAmt
Charitable Contributions Tot$66,380CharitableContributionsTotAmt
Gross Revenue Total Events$365,325GrossRevenueTotalEventsAmt
Cash Prizes Total Events$1,765CashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$69,236RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$21,810FoodAndBeverageTotalEventsAmt
Entertainment Total Events$47,000EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$68,493OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$208,304DirectExpenseSummaryEventsAmt
Net Income Summary$157,021NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (5 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmtValuation Method UsedValuationMethodUsedDesc
FEDERAL GRANTS1012$3,061,354CASH PROVIDED TO RECIPIENTS
FEDERAL WORK STUDY457$1,056,400CASH PROVIDED TO RECIPIENTS
INSTITUTIONAL GRANTS863$8,530,869CASH PROVIDED TO RECIPIENTS
OUTSIDE GRANTS250$781,712CASH PROVIDED TO RECIPIENTS
STATE GRANTS414$1,138,892CASH PROVIDED TO RECIPIENTS

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationALL GRANTS ARE DISBURSED TO THE STUDENTS ACCOUNTS DIRECTLY, ACCORDING TO GOVERNMENT REGULATIONS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentYes (1)SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
DANIEL W ECK
PRESIDENT/SECRETARY$161,581$0$0$0$0$0$0$0$0$0$161,581$0$0$0
MICHAEL GRANDILLO
FORMER PRESIDENT$201,493$0$0$0$0$0$0$0$0$0$201,493$0$0$0
JOSEPH BOTANA
FORMER VP FINANCE & CFO$117,673$0$0$0$0$0$0$0$0$0$117,673$0$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 1AFormAndLineReferenceDesc
ExplanationTHE PRESIDENT'S COMPENSATION MAY OR MAY NOT INCLUDE ITEMS SUCH AS HOUSING, CLUB DUES AND VEHICLE EXPENSES. THE FORMER OFFICERS' COMPENSATION MAY OR MAY NOT INCLUDE ITEMS SUCH AS HOUSING, CLUB DUES AND VEHICLE EXPENSES.ExplanationTxt

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
WISCONSIN HEALTH & EDUCATIONAL FACILITIES AUTHORITY
A3913378552013-10-10$10,000,000REFINANCE OF THE 2010 BONDS FOR CONSTRUCTION OF FACILITIES000
WISCONSIN HEALTH & EDUCATIONAL FACILITIES AUTHORITY - REFINANCE
B3913378552013-10-23$4,250,000REFINANCE OF THE 2010 BONDS FOR CONSTRUCTION OF FACILITIES000

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)

Bond ReferenceBondReferenceCdTotal ProceedsTotalProceedsAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCapital ExpendituresCapitalExpendituresAmtSubstantial CompletionSubstantialCompletionYrCurrent RefundingCurrentRefundingIndAdvance RefundingAdvanceRefundingIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$10,000,000$44,892$10,000,0002010Yes (1)0Yes (1)Yes (1)
B$4,250,000$4,250,0002010Yes (1)0Yes (1)Yes (1)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndAny Research AgreementsAnyResearchAgreementsIndBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A0000000
B0000000

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndTerm Of HedgeTermOfHedgePctSuperintegrated HedgeSuperintegratedHedgeIndHedge TerminatedHedgeTerminatedIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
M&I BANK
A000Yes (1)Yes (1)Yes (1)5.00000000000000000
M&I BANK
B000Yes (1)Yes (1)Yes (1)5.00000000000000000

Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (1)
BYes (1)

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ROHDE DALES LLCBusinessNameLine1
FieldValueIRS element (for citing)
Relationship DescriptionTRUSTEE IS PARTNER IN ENTITY PROVIDING LEGAL SERVICESRelationshipDescriptionTxt
Transaction$21,261TransactionAmt
TransactionLEGAL SERVICESTransactionDesc
Sharing Of Revenues0SharingOfRevenuesInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2A BOARD MEMBER IS ALSO A TRUSTEE FOR ANOTHER BOARD MEMBER'S FOUNDATION
FORM 990, PART VI, SECTION B, LINE 11MEMBERS 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 12CTHE 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 15THE COLLEGE'S HUMAN RESOURCE DIRECTOR PROVIDES THE CHAIRMAN OF THE BOARD COMPARATIVE DATA, COLLEGE'S POLICY AND RECOMMENDATIONS. THE CHAIRMAN REVIEWS AND DISCUSSES WITH THE EXECUTIVE COUNCIL IF NECESSARY AND APPROVES THE EMPLOYEES' WAGES.
FORM 990, PART VI, SECTION C, LINE 19THE 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 -22,940.
FORM 990, PAGE 12, PART XII, LINE 2CA COMMITEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1LAKELAND COLLEGE FOUNDATIONBusinessNameLine1

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 359AddressLine1
CitySHEBOYGANCity
StateWIState
ZIP Code530820359ZIPCode
FieldValueIRS element (for citing)
EIN391655132EIN
Primary ActivitiesTO PROVIDE SCHOLARSHIPS TO LAKELAND COLLEGE STUDENTSPrimaryActivitiesTxt
Legal Domicile StateWILegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity StatusLINE 7PublicCharityStatusTxt
Direct Controlling NAN/ADirectControllingNACd
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1LAKELAND COLLEGE FOUNDATION INCBusinessNameLine1
FieldValueIRS element (for citing)
Transaction TypeCTransactionTypeTxt
Involved$567,000InvolvedAmt
Method Of Amount DeterminationCASHMethodOfAmountDeterminationTxt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.