CARTHAGE COLLEGE: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- CARTHAGE COLLEGE (EIN 37-0661496)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-01-17
- IRS object ID
- 201300179349300630
- Schema version
- 2011v1.2
- 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 M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-01-17T15:56:37-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390859910 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY VIRCHOW KRAUSE LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 S 6TH ST STE 2300 | AddressLine1 |
| City | MINNEAPOLIS | City |
| State | MN | State |
| ZIP Code | 55402 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 370661496 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARTHAGE COLLEGE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CART | NameControl |
| Phone | 2625518500 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 ALFORD PARK DR | AddressLine1 |
| City | KENOSHA | City |
| State | WI | State |
| ZIP Code | 53140 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WILLIAM ABT | Name |
| Title | SR VICE PRESIDENT & TREASURER | Title |
| Phone | 2625518500 | Phone |
| Date Signed | 2013-01-08 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LAWRENCE H MOHR CPA | Name |
| PTIN | P00447603 | PTIN |
| Phone | 6128764500 | Phone |
| Date Prepared | 2013-01-08 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | WILLIAM ABT | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 ALFORD PARK DR | AddressLine1 |
| City | KENOSHA | City |
| State | WI | State |
| ZIP Code | 53140 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 126983241 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.CARTHAGE.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1847 | YearFormation |
| State Legal Domicile | WI | StateLegalDomicile |
| Activity Or Mission Description | CARTHAGE IS A SCHOOL OF LIBERAL ARTS AND SCIENCES PROVIDING STUDENTS WITH A COLLEGE EDUCATION. CARTHAGE IS AFFILIATED WITH THE EVANGELICAL LUTHERAN CHURCH OF AMERICA. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 28 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 28 | NbrIndependentVotingMembers |
| Total Nbr Employees | 2079 | TotalNbrEmployees |
| Total Nbr Volunteers | 20 | TotalNbrVolunteers |
| Total Gross UBI | 922244 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 10830246 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 3659410 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 95382760 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 100506165 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 2051767 | InvestmentIncomePriorYear |
| Investment Income Current Year | 991079 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 477108 | OtherRevenuePriorYear |
| Other Revenue Current Year | 15934 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 108741881 | TotalRevenuePriorYear |
| Total Revenue Current Year | 105172588 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 30241257 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 33569956 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 31170498 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 34248591 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1878370 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 27284805 | OtherExpensePriorYear |
| Other Expenses Current Year | 28184421 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 88696560 | TotalExpensesPriorYear |
| Total Expenses Current Year | 96002968 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 20045321 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 9169620 | RevenuesLessExpensesCY |
| Total Assets BOY | 200822835 | TotalAssetsBOY |
| Total Assets EOY | 208485651 | TotalAssetsEOY |
| Total Liabilities BOY | 48460170 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 46880645 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 152362665 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 161605006 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | SEEKING TRUTH, BUILDING STRENGTH, INSPIRING SERVICE - TOGETHER | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 20944956 | Expense |
| Revenue | 83384319 | Revenue |
| Description | INSTRUCTION: CARTHAGE COLLEGE AWARDS THE BACHELOR OF ARTS DEGREES WITH MAJORS IN MORE THAN 40 SUBJECT AREAS AND THE MASTER OF EDUCATION DEGREE. CARTHAGE ALSO HOSTS THE JOINT EXECUTIVE MBA AND MASTER OF SOCIAL WORK DEGREES AWARDED BY LOYOLA UNIVERSITY. THE 2011-2012 ACADEMIC YEAR ENROLLMENT WAS 2,819 FULL TIME EQUIVALENT (FTE) STUDENTS IN THE FALL SEMESTER AND 2,648 FTE STUDENTS ENROLLED IN THE SPRING SEMESTER. OF THE TOTAL NUMBER OF STUDENTS ENROLLED IN 2011-2012 ACADEMIC YEAR, 616 MET THE REQUIREMENTS OF GRADUATION. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 38028975 | Expense |
| Grants | 33569956 | Grants |
| Revenue | 522749 | Revenue |
| Description | STUDENT SERVICES: CARTHAGE BOASTS A LONG-STANDING COMMITMENT TO EDUCATING THE WHOLE PERSON BY NOURISHING THE INTELLECTUAL, SPIRITUAL, EMOTIONAL, SOCIAL AND PHYSICAL DIMENSIONS OF STUDENTS' LIVES. THE COLLEGE OFFERS A CURRICULUM THAT CHALLENGES STUDENTS TO THINK CRITICALLY AND EXPRESS THEMSELVES EFFECTIVELY, A CAMPUS LIFE THAT ENCOURAGES INVOLVEMENT AND SERVICE (OVER 90 STUDENT ORGANIZATIONS), A COMMUNITY OF FAITH THAT NURTURES SPIRITUAL GROWTH AND DEVELOP MORAL RESPONSIBILITY, AND CO-CURRICULAR ACTIVITIES THAT INSPIRE STUDENTS TO TEST THEIR OWN LIMITS AND EXPRESS THEIR INDIVIDUALITY. THE AWARD WINNING STATE-OF-THE-ART HEDBERG LIBRARY UNITES BOOKS, PERIODICALS, ACADEMIC COMPUTING, NETWORK DATA PORTS AND MULTIMEDIA RESOURCES. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 8441434 | Expense |
| Revenue | 15477050 | Revenue |
| Description | AUXILIARY ENTERPRISES AT CARTHAGE COLLEGE ARE COMPRISED OF 10 RESIDENCE HALLS ON CAMPUS, 9 DINING VENUES, AND A BOOKSTORE FOR STUDENTS, FACULTY AND STAFF. OF THE TOTAL STUDENT BODY, 64.5% OF ENROLLED STUDENTS LIVED ON-CAMPUS AND PARTICIPATED IN THE RESIDENT STUDENT BOARD PLAN. 1,633 STUDENTS RESIDED IN CAMPUS HOUSING DURING THE 2011-2012 ACADEMIC YEAR. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 13790941 | Expense |
| Revenue | 199803 | Revenue |
| Description | PUBLIC SERVICE EVENTS CONSIST OF MUSIC AND/OR COMEDY CONCERTS, BUSINESS COALITION LUNCHES AND FAMILY FUN NIGHTS WHICH PROVIDE ENTERTAINMENT/ACTIVITIES THAT ARE OPEN TO THE GENERAL PUBLIC. DIFFERENT EVENTS ARE HELD THROUGHOUT THE ENTIRE ACADEMIC YEAR. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 13790941 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 199803 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 81206306 | 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 | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | 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 | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | 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 |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 5604 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 2079 | 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 | 28 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 28 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | 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 | 0 | LocalChapters |
| 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 |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM ABT | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2625516200 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 ALFORD PARK DRIVE | AddressLine1 |
| City | KENOSHA | City |
| State | WI | State |
| ZIP Code | 53140 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (46 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 |
|---|---|---|---|---|---|---|---|
| ROSS ANDERSON | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MARK BARMAK | |||||||
| SECRETARY | 1.00 | X | 0 | 0 | 0 | X | |
| REV JEFF BARROW | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MARY BISHOP | |||||||
| SECOND VICE CHAIR | 1.00 | X | 0 | 0 | 0 | X | |
| STEVEN CHAPMAN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| RICHARD CHRISTMAN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| W CRAIG DEATON | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JOHN GORTON | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JEFF HAMAR | |||||||
| FIRST VICE CHAIR | 1.00 | X | 0 | 0 | 0 | X | |
| HOYT H HARPER II | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MARILYN HEDBERG | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| WILLIAM KELLEY | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| THOMAS KIESO | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JAMES KLAUSER | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| THOMAS LENTZ | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| WILLIAM MADDEN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| GINA MADRIGANO FRIEBUS | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| DEAN MATTHEWS | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| REV WAYNE MILLER | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| DENNIS L MONROE | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| NICHOLAS T PINCHUK | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| GORDON POSTLEWAITE | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| LOREN SEMLER | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JOHN SLADEK | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| DAVID STRAZ | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| DEBRA WALLER | |||||||
| CHAIRMAN | 1.00 | X | 0 | 0 | 0 | X | |
| JUNE WALLER | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| GARY WILSON | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| F GREGORY CAMPBELL | |||||||
| PRESIDENT | 40.00 | 313583 | 0 | 148715 | X | ||
| WILLIAM ABT | |||||||
| SR. VICE PRESIDENT & TREAS | 40.00 | 191313 | 0 | 45647 | X | ||
| BRADLEY ANDREWS | |||||||
| SR. VICE PRESIDENT | 40.00 | 151720 | 0 | 28780 | X | ||
| JULIO RIVERA | |||||||
| PROVOST | 40.00 | 151384 | 0 | 19177 | X | ||
| TODD KELLEY | |||||||
| VICE PRESIDENT | 40.00 | 147522 | 0 | 24504 | X | ||
| ROBERT ROSEN | |||||||
| ASSOCATE VICE PRESIDENT | 40.00 | 139933 | 0 | 26672 | X | ||
| ROBERT BONN | |||||||
| ATHLETIC DIRECTOR | 40.00 | 125164 | 0 | 29296 | X | ||
| PAUL HEGLAND | |||||||
| SPEC. ASST. TO THE PRESIDE | 40.00 | 96019 | 0 | 23672 | X | ||
| LOUISE PASKEY | |||||||
| DEAN OF STUDENTS | 40.00 | 69695 | 0 | 16688 | X | ||
| ABIGAIL HANNA | |||||||
| REGISTRAR | 40.00 | 62631 | 0 | 10793 | X | ||
| MICHAEL WEST | |||||||
| ASSOCIATE VICE PRESIDENT | 40.00 | 86123 | 0 | 21025 | X | ||
| JOHN ANTARAMIAN | |||||||
| COUNSELOR COMMUNITY | 40.00 | 61031 | 0 | 16923 | X | ||
| DEAN CLARK | |||||||
| VICE PRESIDENT | 40.00 | 109773 | 0 | 15357 | X | ||
| KURT PIEPENBURG | |||||||
| PROFESSOR | 40.00 | 134848 | 0 | 16878 | X | ||
| WILLIAM HOARE | |||||||
| ASSOCIATE VICE PRESIDENT | 40.00 | 117502 | 0 | 25625 | X | ||
| ARTHUR CYR | |||||||
| PROFESSOR | 40.00 | 119149 | 0 | 17973 | X | ||
| JAMES UNGLAUBE | |||||||
| DIR OF PLANNED GIVING | 40.00 | 122780 | 0 | 0 | X | ||
| MARK MAHONEY | |||||||
| PROFESSOR | 40.00 | 111773 | 0 | 20449 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2311943 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 508174 | TotalOtherCompensation |
| Number Individuals GT100 K | 26 | 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 |
|---|---|---|---|---|---|
| JH FINDORFF & SON INC | |||||
| PO BOX 575 | MADISON | WI | 53701 | CONSTRUCTION | 7894812 |
| SODEXO INC | |||||
| 4880 PAYSPHERE CIR | CHICAGO | IL | 60674 | FOODSERVICE | 4314151 |
| FINDORFF INC | |||||
| PO BOX 575 | MADISON | WI | 53701 | CONSTRUCTION | 1952280 |
| RILEY CONSTRUCTION CORPORATION | |||||
| 5301 99TH AVENUE | KENOSHA | WI | 53144 | CONSTRUCTION | 1700427 |
| EIIA GROUP INSURANCE TRUST | |||||
| 200 SOUTH WACKER DRIVE SUITE 1000 | CHICAGO | IL | 60606 | INSURANCE | 1032933 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 45 | NumberOfContractorsGT100K |
| Fundraising Events | 50116 | FundraisingEvents |
| Government Grants | 490452 | GovernmentGrants |
| All Other Contributions | 3118842 | AllOtherContributions |
| Noncash Contributions | 995221 | NoncashContributions |
| Total Contributions | 3659410 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| TUITION AND FEES | 611710 | 83384319 | 83384319 | |
| AUX. ENTERPRISE | 611710 | 16399294 | 15477050 | 922244 |
| ATHLETIC DEPT. INCOME | 611710 | 522749 | 522749 | |
| OTHER STUDENT SERVICES | 611710 | 199803 | 199803 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 100506165 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1619191 | TotalRevenueColumn |
| Exclusion | $1,619,191 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 21145011 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 21773123 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -628112 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -628112 | TotalRevenueColumn |
| Exclusion | -$628,112 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 53464 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 50116 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 37530 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 15934 | TotalRevenueColumn |
| Exclusion | $15,934 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 105172588 | TotalRevenueColumn |
| Related Or Exempt Function Income | 99583921 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 922244 | UnrelatedBusinessRevenue |
| Exclusion | $1,007,013 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33569956 | Total |
| Program Services | 33569956 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2162228 | Total |
| Program Services | 1650382 | ProgramServices |
| Management And General | 445486 | ManagementAndGeneral |
| Fundraising | 66360 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24004479 | Total |
| Program Services | 18322093 | ProgramServices |
| Management And General | 4945670 | ManagementAndGeneral |
| Fundraising | 736716 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1835042 | Total |
| Program Services | 1400647 | ProgramServices |
| Management And General | 378076 | ManagementAndGeneral |
| Fundraising | 56319 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4471286 | Total |
| Program Services | 3412835 | ProgramServices |
| Management And General | 921224 | ManagementAndGeneral |
| Fundraising | 137227 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1775556 | Total |
| Program Services | 1355243 | ProgramServices |
| Management And General | 365820 | ManagementAndGeneral |
| Fundraising | 54493 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 64091 | Total |
| Program Services | 48919 | ProgramServices |
| Management And General | 13205 | ManagementAndGeneral |
| Fundraising | 1967 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 72237 | Total |
| Program Services | 55137 | ProgramServices |
| Management And General | 14883 | ManagementAndGeneral |
| Fundraising | 2217 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 56606 | Total |
| Management And General | 56606 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7325400 | Total |
| Program Services | 5619962 | ProgramServices |
| Management And General | 1516993 | ManagementAndGeneral |
| Fundraising | 188445 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4465 | Total |
| Program Services | 3408 | ProgramServices |
| Management And General | 920 | ManagementAndGeneral |
| Fundraising | 137 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5462787 | Total |
| Program Services | 4169626 | ProgramServices |
| Management And General | 1125504 | ManagementAndGeneral |
| Fundraising | 167657 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 582202 | Total |
| Program Services | 444382 | ProgramServices |
| Management And General | 119952 | ManagementAndGeneral |
| Fundraising | 17868 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3962782 | Total |
| Program Services | 3021864 | ProgramServices |
| Management And General | 818929 | ManagementAndGeneral |
| Fundraising | 121989 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1336295 | Total |
| Program Services | 1019965 | ProgramServices |
| Management And General | 275318 | ManagementAndGeneral |
| Fundraising | 41012 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 396718 | Total |
| Program Services | 302806 | ProgramServices |
| Management And General | 81736 | ManagementAndGeneral |
| Fundraising | 12176 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1254838 | Total |
| Program Services | 957790 | ProgramServices |
| Management And General | 258536 | ManagementAndGeneral |
| Fundraising | 38512 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4691320 | Total |
| Program Services | 3580782 | ProgramServices |
| Management And General | 966558 | ManagementAndGeneral |
| Fundraising | 143980 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1006364 | Total |
| Program Services | 768136 | ProgramServices |
| Management And General | 207342 | ManagementAndGeneral |
| Fundraising | 30886 | Fundraising |
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | GENERAL INSTITUTIONAL | Description |
| Total | 1968316 | Total |
| Program Services | 1502373 | ProgramServices |
| Management And General | 405534 | ManagementAndGeneral |
| Fundraising | 60409 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 96002968 | Total |
| Program Services | 81206306 | ProgramServices |
| Management And General | 12918292 | ManagementAndGeneral |
| Fundraising | 1878370 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15055231 | BOY |
| EOY | 13125109 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1167688 | BOY |
| EOY | 1461717 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2847552 | BOY |
| EOY | 3425788 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2352792 | BOY |
| EOY | 2109954 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 495272 | BOY |
| EOY | 383165 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 184789382 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 57421913 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 107526514 | BOY |
| EOY | 127367469 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 55825434 | BOY |
| EOY | 59008128 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15552352 | BOY |
| EOY | 1604321 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 200822835 | BOY |
| EOY | 208485651 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7554326 | BOY |
| EOY | 6297623 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2690030 | BOY |
| EOY | 2700783 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7887964 | BOY |
| EOY | 8386260 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27871084 | BOY |
| EOY | 25250000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2456766 | BOY |
| EOY | 4245979 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 48460170 | BOY |
| EOY | 46880645 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 100614846 | BOY |
| EOY | 117459211 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23083128 | BOY |
| EOY | 14110999 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28664691 | BOY |
| EOY | 30034796 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 152362665 | BOY |
| EOY | 161605006 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 200822835 | BOY |
| EOY | 208485651 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 9169620 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 72721 | 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 |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| 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 | 230349 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Collect Used For Loan Or Exch Prgrms | X | CollectUsedForLoanOrExchPrgrms |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 51711717 | BeginningOfYearBalance |
| Contributions | 1378744 | Contributions |
| Investment Earnings Or Losses | 993949 | InvestmentEarningsOrLosses |
| Other Expenditures | -578184 | OtherExpenditures |
| End Of Year Balance | 54662594 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 39118944 | BeginningOfYearBalance |
| Contributions | 1442518 | Contributions |
| Investment Earnings Or Losses | 10251593 | InvestmentEarningsOrLosses |
| Other Expenditures | -898662 | OtherExpenditures |
| End Of Year Balance | 51711717 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 33561053 | BeginningOfYearBalance |
| Contributions | 489912 | Contributions |
| Investment Earnings Or Losses | 4982579 | InvestmentEarningsOrLosses |
| Other Expenditures | -85400 | OtherExpenditures |
| End Of Year Balance | 39118944 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 43333302 | BeginningOfYearBalance |
| Contributions | 446816 | Contributions |
| Investment Earnings Or Losses | -9109456 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | -1110854 | GrantsOrScholarships |
| Other Expenditures | 1245 | OtherExpenditures |
| End Of Year Balance | 33561053 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.26000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.53000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.21000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 487000 | OtherCostOrOtherBasis |
| Book Value | 487000 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 126031980 | OtherCostOrOtherBasis |
| Depreciation | 24232010 | Depreciation |
| Book Value | 101799970 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 11544196 | OtherCostOrOtherBasis |
| Depreciation | 3313917 | Depreciation |
| Book Value | 8230279 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 44778246 | OtherCostOrOtherBasis |
| Depreciation | 29335422 | Depreciation |
| Book Value | 15442824 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1947960 | OtherCostOrOtherBasis |
| Depreciation | 540564 | Depreciation |
| Book Value | 1407396 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 127367469 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (5 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ANNUITIES PAYABLE | $1,503,039 |
| DEPOSITS HELD IN CUSTODY FOR OTHERS | $273,961 |
| ASSET RETIREMENT OBLIGATION | $539,669 |
| CAPITAL LEASE OBLIGATION | $933,986 |
| LONG-TERM DEBT | $995,324 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 4245979 | TotalOfAmounts |
| Total Revenue | 105172588 | TotalRevenue |
| Total Expenses | 96002968 | TotalExpenses |
| Excess Or Deficit For Year | 9169620 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 72721 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 72721 | TotalAdjustments |
| Excess Or Deficit Per FS | 9242341 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 71668277 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 72721 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 12000 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 37530 | OtherRevenues |
| Revenue Not Rptd F990 | 122251 | RevenueNotRptdF990 |
| Revenue Subtotal | 71546026 | RevenueSubtotal |
| Other Revenues Not Included | 33626562 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 33626562 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 105172588 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 62425936 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 12000 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 37530 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 49530 | ExpensesNotRptdF990 |
| Expenses Subtotal | 62376406 | ExpensesSubtotal |
| Other Expenses Not Included | 33626562 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 33626562 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 96002968 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART III, LINE 4: | THE COLLECTION RELATES TO ITEMS FROM THE CIVIL WAR AND IS USED PRIMARILY FOR EDUCATIONAL PURPOSES. | |
| PART V, LINE 4: | THE ENDOWMENT FUNDS ARE USED TO FUND SCHOLARSHIPS, EDUCATIONAL PROJECTS, AND OTHER VARIOUS PURPOSES. | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: |
| PART X: | THE COLLEGE FOLLOWS THE ACCOUNTING STANDARDS FOR CONTINGENCIES IN EVALUATING UNCERTAIN TAX POSITIONS. THIS GUIDANCE PRESCRIBES RECOGNITION THRESHOLD PRINCIPLES FOR THE FINANCIAL STATEMENT RECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. NO LIABILITY HAS BEEN RECOGNIZED BY THE COLLEGE FOR UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2012 AND 2011. THE COLLEGE'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. THE TAX RETURNS FOR FISCAL YEARS 2009 AND THEREAFTER ARE OPEN TO EXAMINATION BY FEDERAL AUTHORITIES. THE TAX RETURNS FOR FISCAL YEARS 2008 AND THEREAFTER ARE OPEN TO EXAMINATION BY THE STATE OF WISCONSIN TAX AUTHORITIES. | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
| FUNDRAISING EXPENSES 37,530. | PART XII, LINE 2D - OTHER ADJUSTMENTS: | |
| SCHOLARSHIPS AND GRANTS TO STUDENTS 33,569,956. INVESTMENT MANAGEMENT FEES 56,606. | PART XII, LINE 4B - OTHER ADJUSTMENTS: | |
| FUNDRAISING EXPENSES 37,530. | PART XIII, LINE 2D - OTHER ADJUSTMENTS: | |
| SCHOLARSHIPS AND GRANTS TO STUDENTS 33,569,956. INVESTMENT MANAGEMENT FEES 56,606. | PART XIII, 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 | 1 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION | SCHEDULE E, PART I, LINE 3 | THE COLLEGE PUBLISHES ITS NONDISCRIMINATORY POLICY IN THE KENOSHA DAILY NEWS AND RACINE JOURNAL TIMES AT VARIOUS POINTS THROUGHOUT THE YEAR. THE COLLEGE FOLLOWS A NONDISCRIMINATORY POLICY REGRADING ALL PROGRAMS. ENROLLMENT OF STUDENTS IS WITHOUT DISCRIMINATION AS TO RACE, RELIGION, SEX, COLOR, OR NATIONAL ORIGIN AND IS PUBLISHED IN THE COLLEGE'S CATALOG AND RECRUITING INFORMATION. RECRUITMENT PROCEDURES ARE DESIGNED AND CARRIED OUT TO REACH ALL RACIAL SEGMENTS IN THE GEOGRAPHIC AREA SERVED. |
| EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE | SCHEDULE E, PART I, LINE 6 | THE COLLEGE RECEIVES FINANCIAL ASSISTANCE FROM THE U.S. GOVERNMENT IN CONNECTION WITH VARIOUS PROGRAMS SUCH AS THE PERKINS STUDENT LOAN PROGRAM, FEDERAL WORK STUDY PROGRAM, PELL GRANT PROGRAM, AND SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANT PROGRAM. STUDENTS ATTENDING CARTHAGE COLLEGE ALSO RECEIVE FINANCIAL ASSISTANCE FROM THE STATE OF WISCONSIN. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | RED MEN/LADY REDS GOLF | NameOfEvent1 |
| Gross Receipts Event1 | 103580 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 50116 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 53464 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 37530 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 103580 | GrossReceiptsTotal |
| Charitable Contributions Total | 50116 | CharitableContributionsTotal |
| Gross Revenue Total Events | 53464 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 37530 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 37530 | DirectExpenseSummaryEvents |
| Net Income Summary | 15934 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SCHOLARSHIPS AND GRANTS PROVIDED AS FINANCIAL AID TO STUDENTS - SEE COLLEGE FOR DETAILED LIST | TypeOfGrant |
| Number Of Recipients | 2023 | NumberOfRecipients |
| Amount Of Cash Grant | 33569956 | AmountOfCashGrant |
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: CARTHAGE COLLEGE OFFERS SCHOLARSHIPS AND GRANTS TO QUALIFIED STUDENTS TO HELP REDUCE THEIR OUT-OF-POCKET TUITION COSTS. STUDENTS RECEIVING FINANCIAL ASSISTANCE OF THIS FORM MUST MEET SPECIFIC CRITERIA SUCH AS ACADEMIC ACHIEVEMENT, FINANCIAL NEED AND OTHER SIMILAR STANDARDS WHETHER PUT IN PLACE BY THE COLLEGE OR BY DONORS OF RESTRICTED FUNDS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Personal Services | X | PersonalServices |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | 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 (8 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| F GREGORY CAMPBELL | |||||||||||||
| 282400 | 0 | 0 | 0 | 31183 | 0 | 108115 | 0 | 40600 | 0 | 462298 | 0 | 0 | 0 |
| WILLIAM ABT | |||||||||||||
| 145800 | 0 | 0 | 0 | 45513 | 0 | 42947 | 0 | 2700 | 0 | 236960 | 0 | 0 | 0 |
| BRADLEY ANDREWS | |||||||||||||
| 151540 | 0 | 0 | 0 | 180 | 0 | 20320 | 0 | 8460 | 0 | 180500 | 0 | 0 | 0 |
| JULIO RIVERA | |||||||||||||
| 119692 | 0 | 0 | 0 | 31692 | 0 | 19177 | 0 | 0 | 0 | 170561 | 0 | 0 | 0 |
| TODD KELLEY | |||||||||||||
| 146800 | 0 | 0 | 0 | 722 | 0 | 19304 | 0 | 5200 | 0 | 172026 | 0 | 0 | 0 |
| ROBERT ROSEN | |||||||||||||
| 139560 | 0 | 0 | 0 | 373 | 0 | 18732 | 0 | 7940 | 0 | 166605 | 0 | 0 | 0 |
| ROBERT BONN | |||||||||||||
| 114540 | 0 | 0 | 0 | 10624 | 0 | 17336 | 0 | 11960 | 0 | 154460 | 0 | 0 | 0 |
| KURT PIEPENBURG | |||||||||||||
| 134244 | 0 | 0 | 0 | 604 | 0 | 16878 | 0 | 0 | 0 | 151726 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 1A | ReturnReference |
| Explanation | F. GREGORY CAMPBELL, HARVARD STEPHENS, AND GLENN MILLER RECEIVED HOUSING ALLOWANCES FROM THE ORGANIZATION. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WISCONSIN HEALTH AND EDUCATIONAL FACILITIES | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 391337855 | IssuerEIN |
| Date Issued | 2012-06-01 | DateIssued |
| Issue Price | 6250000 | IssuePrice |
| Description Of Purpose | REFINANCE OF 1999 SERIES BONDS | 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) |
|---|---|---|
| Total Proceeds | 6250000 | TotalProceeds |
| Other Spent Proceeds | 6250000 | OtherSpentProceeds |
| Year Of Subst Completion | 2012 | 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 IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | 0 | Form8038TFiled |
| Variable Rate Issue | 1 | VariableRateIssue |
| Hedge Identified In Books And Recds | 0 | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Exception To Rebate | 0 | ExceptionToRebate |
Schedule M IRS990ScheduleM
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 10030 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 16 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 965932 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (2 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | MUSICAL INSTRUMENTS | 1 | 15000 | FAIR MARKET VALUE |
| X | TELESCOPE | 2 | 4259 | FAIR MARKET VALUE |
| 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 |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | METHOD FOR DETERMINING NUMBER OF CONTRIBUTORS: | Identifier |
| Return Reference | PART I, COLUMN (B): | ReturnReference |
| Explanation | SCHEDULE M USES NUMBER OF CONTRIBUTIONS. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | THE EXECUTIVE COMMITTEE IS COMPRISED OF 8 MEMBERS OF THE BOARD OF TRUSTEES, THE COLLEGE PRESIDENT, TREASURER AND ATTORNEY. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE AUDIT COMMITTEE HAS BEEN GIVEN THE AUTHORITY TO REVIEW AND APPROVE THE FORM 990. | |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL PAYMENTS ARE REVIEWED BY THE BUSINESS OFFICE TO INSURE THERE ARE NO CONFLICTS. ALL EMPLOYEES AND BOARD OF TRUSTEES ARE COVERED BY THE POLICY. DETERMINATIONS AS TO WHETHER CONFLICTS EXIST ARE MADE BY THE CONTROLLER AND VICE PRESIDENT FOR ADMINISTRATION AND BUSINESS. NO CONFLICTS HAVE ARISEN TO DATE. | |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION IS REVIEWED AND APPROVED BY THE CARTHAGE COLLEGE EXECUTIVE COMMITTEE. THE COMMITTEE IS COMPRISED OF MEMBERS OF THE BOARD OF TRUSTEES, THE COLLEGE ATTORNEY AND THE COLLEGE PRESIDENT AND TREASURER. THIS REVIEW IS PERFORMED ANNUALLY BY THE COMMITTEE AND DONE FOR ALL OFFICERS OF THE COLLEGE. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE CARTHAGE COLLEGE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE INTERNAL DOCUMENTS AND ARE NOT MADE AVAILABLE TO THE PUBLIC. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED GAINS ON INVESTMENTS: 72,721. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C: | NEITHER THE OVERSIGHT PROCESS OF THE AUDIT OR THE SELECTION PROCESS OF THE INDEPENDENT ACCOUNTANT CHANGED DURING THE TAX YEAR. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part IV Form990ScheduleRPartIV (2 entries)
| Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Type Of EntityTypeOfEntity |
|---|---|---|
| CHARITABLE REMAINDER ANNUITY TRUSTS (153) | ||
| CHARITABLE TRUST | WI | T |
| CHARITABLE REMAINDER UNITRUST (1) | ||
| CHARITABLE TRUST | WI | T |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| 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 |