LAWRENCE UNIVERSITY OF WISCONSIN: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- LAWRENCE UNIVERSITY OF WISCONSIN (EIN 39-0806297)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-02-14
- IRS object ID
- 201310459349302706
- 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 F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-02-14T17:06:07-06:00 | 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 | 777 E WISCONSIN AVENUE 32ND FLOOR | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 53202 | 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 | 390806297 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAWRENCE UNIVERSITY OF WISCONSIN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LAWR | NameControl |
| Phone | 9208326540 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 711 E BOLDT WAY | AddressLine1 |
| City | APPLETON | City |
| State | WI | State |
| ZIP Code | 54911 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BRIAN RISTE | Name |
| Title | VP OF BUSINESS AND OPERATIONS | Title |
| Phone | 9208326540 | Phone |
| Date Signed | 2013-02-07 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TROY E MARINE CPA | Name |
| PTIN | P00187863 | PTIN |
| Phone | 4147775500 | Phone |
| Date Prepared | 2013-01-29 | 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 | BRIAN RISTE | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 711 E BOLDT WAY | AddressLine1 |
| City | APPLETON | City |
| State | WI | State |
| ZIP Code | 54911 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 137708965 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.LAWRENCE.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1847 | YearFormation |
| State Legal Domicile | WI | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE A HIGH QUALITY, LIBERAL ARTS EDUCATION AND SOUND CAREER PREPARATION TO ITS STUDENTS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 27 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 26 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1940 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 24430 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -14279 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 11368157 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 13782188 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 62539413 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 63481778 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 6357559 | InvestmentIncomePriorYear |
| Investment Income Current Year | 6848705 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 423882 | OtherRevenuePriorYear |
| Other Revenue Current Year | 283616 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 80689011 | TotalRevenuePriorYear |
| Total Revenue Current Year | 84396287 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 22202711 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 22748053 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 34097278 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 36234899 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 2487849 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 22153978 | OtherExpensePriorYear |
| Other Expenses Current Year | 22854966 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 78453967 | TotalExpensesPriorYear |
| Total Expenses Current Year | 81837918 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2235044 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 2558369 | RevenuesLessExpensesCY |
| Total Assets BOY | 343042950 | TotalAssetsBOY |
| Total Assets EOY | 334498141 | TotalAssetsEOY |
| Total Liabilities BOY | 60445084 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 59269963 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 282597866 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 275228178 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | LAWRENCE UNIVERSITY OF WISCONSIN, THROUGH ITS UNDERGRADUATE RESIDENTIAL COLLEGE AND CONSERVATORY OF MUSIC, EDUCATES STUDENTS IN THE LIBERAL ARTS AND SCIENCES. THE UNIVERSITY IS DEVOTED TO EXCELLENCE AND INTEGRITY IN ALL OF ITS ACTIVITIES AND COMMITTED TO THE DEVELOPMENT OF INTELLECT AND TALENT, THE PURSUIT OF KNOWLEDGE AND UNDERSTANDING, THE CULTIVATION OF SOUND JUDGMENT, AND RESPECT FOR THE PERSPECTIVES OF OTHERS. LAWRENCE PREPARES STUDENTS FOR LIVES OF ACHIEVEMENT, RESPONSIBLE AND MEANINGFUL CITIZENSHIP, LIFELONG LEARNING, AND PERSONAL FULFILLMENT. AS A LEARNING COMMUNITY OF SCHOLARS AND ARTISTS WE ENGAGE EACH OTHER IN A TRANSFORMATIVE PROCESS THAT EMPHASIZES INDIVIDUALIZED LEARNING, SUPPORTED BY AN ENVIRONMENT OF RICH EDUCATIONAL OPPORTUNITIES IN A RESIDENTIAL CAMPUS SETTING. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 49024399 | Expense |
| Grants | 22748053 | Grants |
| Revenue | 54824480 | Revenue |
| Description | PROVIDE LIBERAL ARTS INSTRUCTION TO 1500 UNIVERSITY STUDENTS. LAWRENCE CURRICULUM PROMOTES EXPOSURE TO A WIDE RANGE OF SUBJECT MATTERS AND INTELLECTUAL APPROACHES. IT ALSO CALLS FOR THE FOCUSED STUDY OF A SINGLE AREA OF KNOWLEDGE. WITHIN THIS GENERAL FRAMEWORK, THE STUDENT EXERCISES WIDE LATITUDE IN BUILDING A COURSE OF STUDY. A LAWRENCE EDUCATION, THEN, RESULTS FROM CONSIDERED CHOICES. THE COLLEGE PROVIDES AMPLE ROOM FOR SUCH CHOICES AND ENCOURAGES STUDENTS TO EXERCISE THEM BOLDLY. THE LAWRENCE UNIVERSITY CONSERVATORY OF MUSIC, NOW IN ITS SECOND CENTURY OF EDUCATING STUDENTS FOR CAREERS IN MUSIC, IS A NATIONALLY RECOGNIZED CONSERVATORY DEVOTED EXCLUSIVELY TO THE EDUCATION OF UNDERGRADUATES WITHIN A DISTINGUISHED COLLEGE OF THE LIBERAL ARTS AND SCIENCES. A SUPERB FACULTY OF PERFORMERS, COMPOSERS, SCHOLARS, AND TEACHERS PRIDES ITSELF ON THE INDIVIDUAL ATTENTION GIVEN TO MORE THAN 330 MUSIC MAJORS WHO PURSUE THEIR UNDERGRADUATE DEGREES AT LAWRENCE. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 6254207 | Expense |
| Revenue | 6663999 | Revenue |
| Description | PROVIDE FOOD SERVICE AND HOUSING TO 1500 UNIVERSITY STUDENTS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 7402135 | Expense |
| Revenue | 583726 | Revenue |
| Description | PROVIDE STUDENTS WITH SERVICES SUCH AS MUSIC, ATHLETICS, COMMUNITY INVOLVEMENT, RESIDENTIAL LIFE, COUNSELING, HEALTH CENTER, AND MULTICULTURAL AFFAIRS. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 5220248 | Expense |
| Revenue | 1621888 | Revenue |
| Description | PROVIDE ACADEMIC SUPPORT TO 1200 STUDENTS THROUGH LIBRARY FACILITIES AND COMPUTER SERVICES | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 5220248 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 1621888 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 67900989 | 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 | 1 | 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 | 1 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 1 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Number Forms Transmitted With1096 | 331 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 1940 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | CJ | NameOfForeignCountry |
| Name Of Foreign Country | EI | NameOfForeignCountry |
| Name Of Foreign Country | UK | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| 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 | 27 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 26 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 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 | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELIZABETH MILLER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9208327164 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 711 E BOLDT WAY | AddressLine1 |
| City | APPLETON | City |
| State | WI | State |
| ZIP Code | 54911 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (40 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 |
|---|---|---|---|---|---|---|---|
| CHARLES D SAUNDERS | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| CHARLOT NELSON SINGLETON | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| DALE R SCHUH | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| DAVID BLOWERS | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| DAVID N KNAPP | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| DR PETER R BETZER | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| DWIGHT A PETERSON | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| EDITH ANDREW | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| J TERRENCE FRANKE | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JILL BECK | |||||||
| PRESIDENT | 40.00 | X | 317462 | 0 | 51577 | X | |
| JOHN H ELLERMAN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| LAN HUANG | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| LEWIS C LOFGREN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| LOUIS B BUTLER | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MICHAEL P CISLER | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| OVERTON B PARRISH JR | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| RENEE GORAL BOLDT | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ROBERT A ANKER | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ROBERT C BUCHANAN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ROBERT J SCHAUPP | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| SARA SCHMIDT AGRITELLEY | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| SCOTT D MYERS | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| STEPHANIE H VRABEC | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| SUSAN FEITH | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| SUSAN STILLMAN KANE | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| THOMAS C KAYSER | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| WILLIAM J BAER | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| WILLIAM O HOCHKAMMER | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| BRIAN PERTL | |||||||
| DEAN OF CONSERVATORY | 40.00 | 157193 | 0 | 43579 | X | ||
| BRIAN RISTE | |||||||
| VP FOR BUSINESS AND OPERATIONS | 40.00 | 154642 | 0 | 23196 | X | ||
| CALVIN HUSMANN | |||||||
| VP FOR DEVELOPMENT & ALUMN | 40.00 | 187561 | 0 | 31891 | X | ||
| DAVID BURROWS | |||||||
| DEAN OF FACULTY | 40.00 | 155259 | 0 | 23289 | X | ||
| DAWN ROST | |||||||
| ASSOCIATE VP FOR BUSINESS AND OPERATIONS | 40.00 | 99686 | 0 | 14953 | X | ||
| KEN ANSELMENT | |||||||
| DEAN OF ADMISSIONS & FA | 40.00 | 94321 | 0 | 14148 | X | ||
| NANCY TRUESDELL | |||||||
| DEAN OF STUDENTS | 40.00 | 101442 | 0 | 15216 | X | ||
| STEVEN SYVERSON | |||||||
| DEAN OF ADMISSIONS & FA | 40.00 | 96937 | 0 | 14541 | X | ||
| BARBARA STACK | |||||||
| ASSOC VP OF MAJOR & PLANNED GIVING | 40.00 | 100207 | 0 | 15031 | X | ||
| DAVID BECKER | |||||||
| PROF - MUSIC & DIRECTOR ORCH | 40.00 | 108325 | 0 | 16249 | X | ||
| FREDERICK STURM | |||||||
| PROF - MUSIC | 40.00 | 120411 | 0 | 18062 | X | ||
| JEFFREY STANNARD | |||||||
| ASSOC DEAN OF CONSERVATORY | 40.00 | 105526 | 0 | 15829 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1798972 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 297561 | TotalOtherCompensation |
| Number Individuals GT100 K | 10 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| GODFREY & KAHN SC | |||||
| 100 LAWRENCE ST | APPLETON | WI | 54911 | LEGAL SERVICES | 123774 |
| BAKER TILLY VIRCHOW KRAUSE LLP | |||||
| 2201 E ENTERPRISE AVE STE 100 | APPLETON | WI | 54912 | AUDIT AND TAX SERVICES | 101030 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| Government Grants | 1082946 | GovernmentGrants |
| All Other Contributions | 12699242 | AllOtherContributions |
| Noncash Contributions | 2198273 | NoncashContributions |
| Total Contributions | 13782188 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION AND FEES | 611710 | 61488479 | 61488479 |
| AUXILIARY ENTERPRISE | 611710 | 1776972 | 1776972 |
| EVENTS | 611710 | 116597 | 116597 |
| CONSERVATORY | 611710 | 50254 | 50254 |
| SUMMER CAMPS | 611710 | 21977 | 21977 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 27499 | TotalRevenueColumn |
| Related Or Exempt Function Income | 27499 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 63481778 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2821224 | TotalRevenueColumn |
| Exclusion | $2,821,224 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 14702 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 14702 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 14702 | TotalRevenueColumn |
| Unrelated Business Revenue | 12202 | UnrelatedBusinessRevenue |
| Exclusion | $2,500 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 57314204 | Securities |
| Other | 6864 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 53293587 | Securities |
| Other | 0 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4020617 | Securities |
| Other | 6864 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4027481 | TotalRevenueColumn |
| Exclusion | $4,027,481 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 63462 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 19091 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 44371 | TotalRevenueColumn |
| Exclusion | $44,371 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Business Code | 611710 | BusinessCode |
| Total Revenue Column | 224543 | TotalRevenueColumn |
| Related Or Exempt Function Income | 212315 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 12228 | UnrelatedBusinessRevenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 224543 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 84396287 | TotalRevenueColumn |
| Related Or Exempt Function Income | 63694093 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 24430 | UnrelatedBusinessRevenue |
| Exclusion | $6,895,576 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22748053 | Total |
| Program Services | 22748053 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1798972 | Total |
| Management And General | 1798972 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25364199 | Total |
| Program Services | 21654474 | ProgramServices |
| Management And General | 1918655 | ManagementAndGeneral |
| Fundraising | 1791070 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1619839 | Total |
| Program Services | 1293651 | ProgramServices |
| Management And General | 207484 | ManagementAndGeneral |
| Fundraising | 118704 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5618390 | Total |
| Program Services | 1340339 | ProgramServices |
| Management And General | 4274292 | ManagementAndGeneral |
| Fundraising | 3759 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1833499 | Total |
| Program Services | 1478286 | ProgramServices |
| Management And General | 232098 | ManagementAndGeneral |
| Fundraising | 123115 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 201351 | Total |
| Program Services | 21678 | ProgramServices |
| Management And General | 179673 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 108570 | Total |
| Program Services | 200 | ProgramServices |
| Management And General | 108370 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 993598 | Total |
| Program Services | 662520 | ProgramServices |
| Management And General | 307986 | ManagementAndGeneral |
| Fundraising | 23092 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 139110 | Total |
| Program Services | 39201 | ProgramServices |
| Management And General | 94694 | ManagementAndGeneral |
| Fundraising | 5215 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1744560 | Total |
| Program Services | 1532674 | ProgramServices |
| Management And General | 191267 | ManagementAndGeneral |
| Fundraising | 20619 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2293444 | Total |
| Program Services | 1869942 | ProgramServices |
| Management And General | 403120 | ManagementAndGeneral |
| Fundraising | 20382 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1908279 | Total |
| Program Services | 1166386 | ProgramServices |
| Management And General | 466158 | ManagementAndGeneral |
| Fundraising | 275735 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 115347 | Total |
| Program Services | 86945 | ProgramServices |
| Management And General | 19815 | ManagementAndGeneral |
| Fundraising | 8587 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1662271 | Total |
| Program Services | 1653065 | ProgramServices |
| Management And General | 9206 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6729878 | Total |
| Program Services | 6330782 | ProgramServices |
| Management And General | 399096 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 483741 | Total |
| Program Services | 2773 | ProgramServices |
| Management And General | 480968 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| REPAIRS AND MAINTENANCE | 2420260 | 2332958 | 72343 | 14959 |
| TUITION EXPENSES | 1597844 | 1597844 | ||
| OTHER EXPENSES | 1193340 | 1096799 | 53286 | 43255 |
| MISCELLANEOUS | 739227 | 664093 | 41425 | 33709 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 524146 | Total |
| Program Services | 328326 | ProgramServices |
| Management And General | 190172 | ManagementAndGeneral |
| Fundraising | 5648 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 81837918 | Total |
| Program Services | 67900989 | ProgramServices |
| Management And General | 11449080 | ManagementAndGeneral |
| Fundraising | 2487849 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1964650 | BOY |
| EOY | 1957100 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3940118 | BOY |
| EOY | 4775253 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6312197 | BOY |
| EOY | 5304562 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 628272 | BOY |
| EOY | 626805 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5998076 | BOY |
| EOY | 5891557 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 300925 | BOY |
| EOY | 282338 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 408485 | BOY |
| EOY | 464933 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 225713731 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 114740170 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 111832510 | BOY |
| EOY | 110973561 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 169998545 | BOY |
| EOY | 159013611 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37905723 | BOY |
| EOY | 41287314 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3753449 | BOY |
| EOY | 3921107 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 343042950 | BOY |
| EOY | 334498141 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7886402 | BOY |
| EOY | 9187413 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1049643 | BOY |
| EOY | 1104408 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41327328 | BOY |
| EOY | 38597859 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10181711 | BOY |
| EOY | 10380283 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 60445084 | BOY |
| EOY | 59269963 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34126898 | BOY |
| EOY | 25337759 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 108512737 | BOY |
| EOY | 106758519 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 139958231 | BOY |
| EOY | 143131900 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 282597866 | BOY |
| EOY | 275228178 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 343042950 | BOY |
| EOY | 334498141 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 2558369 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -9928057 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 214650801 | BeginningOfYearBalance |
| Contributions | 4093643 | Contributions |
| Investment Earnings Or Losses | -3026957 | InvestmentEarningsOrLosses |
| Other Expenditures | 8984739 | OtherExpenditures |
| Administrative Expenses | 12420671 | AdministrativeExpenses |
| End Of Year Balance | 194312077 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 180257588 | BeginningOfYearBalance |
| Contributions | 2806749 | Contributions |
| Investment Earnings Or Losses | 41381464 | InvestmentEarningsOrLosses |
| Other Expenditures | 9795000 | OtherExpenditures |
| End Of Year Balance | 214650801 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 168497280 | BeginningOfYearBalance |
| Contributions | 2700306 | Contributions |
| Investment Earnings Or Losses | 18235002 | InvestmentEarningsOrLosses |
| Other Expenditures | 9175000 | OtherExpenditures |
| End Of Year Balance | 180257588 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 216465646 | BeginningOfYearBalance |
| Contributions | 5301420 | Contributions |
| Investment Earnings Or Losses | -42119786 | InvestmentEarningsOrLosses |
| Other Expenditures | 11150000 | OtherExpenditures |
| End Of Year Balance | 168497280 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.17000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.83000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 1 | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | 1 | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3149876 | OtherCostOrOtherBasis |
| Book Value | 3149876 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 165753865 | OtherCostOrOtherBasis |
| Depreciation | 68841000 | Depreciation |
| Book Value | 96912865 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 56809990 | OtherCostOrOtherBasis |
| Depreciation | 45899170 | Depreciation |
| Book Value | 10910820 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 110973561 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | VENTURE CAPITAL | Description |
| Book Value | 41287314 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 41287314 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (5 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| POSTRETIREMENT OBLIGATIONS | $2,529,045 |
| U.S. GOVERNMENT GRANTS REFUNDABLE | $1,663,072 |
| ANNUITIES PAYABLE | $1,836,615 |
| ASSET RETIREMENT OBLIGATIONS | $4,148,626 |
| DUE TO MEMBERS | $202,925 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 10380283 | TotalOfAmounts |
| Total Revenue | 84396287 | TotalRevenue |
| Total Expenses | 81837918 | TotalExpenses |
| Excess Or Deficit For Year | 2558369 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -9643199 | NetUnrealizedGLOnInvestments |
| Other | -$284,858 | OtherAmount |
| Total Adjustments | -9928057 | TotalAdjustments |
| Excess Or Deficit Per FS | -7369688 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 51720177 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -9643199 | NetUnrealizedGainsInvestments |
| Other Revenues | -23048455 | OtherRevenues |
| Revenue Not Rptd F990 | -32691654 | RevenueNotRptdF990 |
| Revenue Subtotal | 84411831 | RevenueSubtotal |
| Other Revenues Not Included | -15544 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -15544 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 84396287 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 59089865 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 59089865 | ExpensesSubtotal |
| Other Expenses Not Included | 22748053 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 22748053 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 81837918 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (9 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART III, LINE 1A: | THE UNIVERSITY DOES NOT ASSIGN OR RECORD A VALUE FOR ART AND OTHER COLLECTIONS RECEIVED AS GIFTS. ACCORDINGLY, THE VALUE OF CERTAIN ART AND OTHER COLLECTIONS HAS BEEN EXCLUDED FROM THE STATEMENTS OF FINANCIAL POSITION. | |
| PART III, LINE 4: | THE ARTWORK AND OTHER MISCELLANEOUS COLLECTIONS IN THE UNIVERSITY'S POSSESSION ARE USED TO HELP SUPPORT KNOWLEDGE GROWTH AND WORLDLY EXPERIENCE TO OUR STUDENTS. | |
| PART V, LINE 4: | ENDOWMENT FUNDS ARE USED TO SUPPORT STUDENT SCHOLARSHIPS, FACULTY CHAIR POSITIONS AND OTHER ACADEMIC MISSION RELATED PURPOSES. | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: |
| PART X: | IN ACCORDANCE WITH THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, THE UNIVERSITY ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THIS GUIDANCE, THE UNIVERSITY MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERIT OF THE POSITION. EXAMPLES OF TAX POSITIONS INCLUDE THE TAX-EXEMPT STATUS OF THE UNIVERSITY AND VARIOUS POSITIONS RELATED TO THE POTENTIAL SOURCES OF UNRELATED BUSINESS TAXABLE INCOME. THERE WERE NO SIGNIFICANT UNRECOGNIZED TAX BENEFITS IDENTIFIED OR RECORDED AS LIABILITIES DURING FISCAL YEAR 2012. OPEN TAX YEARS SUBJECT TO EXAMINATION BY THE U.S. AND STATE TAXING AUTHORITIES ARE FOR THE YEARS 2008-2011, WHICH STATUTES EXPIRE IN 2012 AND 2015, RESPECTIVELY. | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
| UNREALIZED GAIN PER SPLIT-INTEREST AGREEMENTS -96,996. CHANGE IN THE VALUE OF INTEREST IN TRUSTS 68,187. INTEREST RATE SWAP - MARK TO MARKET -271,593. LOSS ON DONATED STOCK 15,544. TOTAL TO SCHEDULE D, PART XI, LINE 8: -284,858. | PART XI, LINE 8 - OTHER ADJUSTMENTS: | |
| TUITION DISCOUNTS -22,748,053. INTEREST RATE SWAP - MARK TO MARKET -271,593. UNREALIZED GAINS ON SPILT INTEREST AGREEMENTS -96,996. CHANGE IN VALUE OF INTEREST IN TRUSTS 68,187. | PART XII, LINE 2D - OTHER ADJUSTMENTS: | |
| LOSS ON DONATED STOCK -15,544. | PART XII, LINE 4B - OTHER ADJUSTMENTS: | |
| TUITION DISCOUNTS 22,748,053. | PART XIII, LINE 4B - OTHER ADJUSTMENTS: | |
| SCHEDULE D, PART V, LINE 1F: THERE WAS A RECLASSIFICATION OF BOARD DESIGNATED FUNDS FOR FISCAL YEAR 2012 IN THE AMOUNT OF $12,420,671. |
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 | GENERAL POLICY IS INCLUDED IN ALL SUBSTANTIVE PUBLICATIONS DISTRIBUTED. |
| EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE | SCHEDULE E, PART I, LINE 6 | THE UNIVERSITY RECEIVES FEDERAL STUDENT AID FROM THE U.S. DEPARTMENT OF EDUCATION INCLUDING PELL GRANTS, FEDERAL SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANTS, FEDERAL WORK-STUDY GRANTS, PERKINS LOANS, DIRECT STUDENT LOANS, ACADEMIC COMPETITIVENESS GRANT AND NATIONAL SCIENCE AND MATHEMATICS ACCESS TO RETAIN TALENT GRANTS. THE UNIVERSITY ALSO RECEIVES RESEARCH AND DEVELOPMENT GRANTS FROM THE NATIONAL INSTITUTE OF HEALTH, NATIONAL SCIENCE FOUNDATION, AND NATIONAL AERONAUTICS AND SPACE ADMINISTRATION. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | LONDON, ENGLAND | Region |
| Number Of Offices | 1 | NumberOfOffices |
| Number Of Employees | 1 | NumberOfEmployees |
| Type Of Activities Conducted | PROGRAM SERVICES | TypeOfActivitiesConducted |
| Specific Services Provided | OFF CAMPUS EDUCATIONAL EXPERIENCE | SpecificServicesProvided |
| Total Expenditures | 567946 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 1 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 1 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 1 | TotalNumberOfOffices |
| Total Number Of Employees | 1 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 567946 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 567946 | TotalAmountSpent |
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GOLF OUTING | NameOfEvent1 |
| Gross Receipts Event1 | 21450 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 21450 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 8864 | OtherDirectExpensesEvent1 |
| Name Of Event2 | TUTTI MUSIC ACADEMY | NameOfEvent2 |
| Gross Receipts Event2 | 42012 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 42012 | GrossRevenueEvent2 |
| Cash Prizes Event2 | 88 | CashPrizesEvent2 |
| Non Cash Prizes Event2 | 3160 | NonCashPrizesEvent2 |
| Food And Beverage Event2 | 3396 | FoodAndBeverageEvent2 |
| Other Direct Expenses Event2 | 3583 | OtherDirectExpensesEvent2 |
| Gross Receipts Total | 63462 | GrossReceiptsTotal |
| Gross Revenue Total Events | 63462 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 88 | CashPrizesTotalEvents |
| Non Cash Prizes Total Events | 3160 | NonCashPrizesTotalEvents |
| Food And Beverage Total Events | 3396 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 12447 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 19091 | DirectExpenseSummaryEvents |
| Net Income Summary | 44371 | 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 TO STUDENTS | TypeOfGrant |
| Number Of Recipients | 1400 | NumberOfRecipients |
| Amount Of Cash Grant | 22748053 | 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: SCHOLARSHIP AMOUNTS ARE APPLIED DIRECTLY TO STUDENT ACCOUNTS AFTER A THOROUGH REVIEW OF ELIGIBILITY AND SELECTION CRITERIA. THE UNIVERSITY HAS AN EXPERIENCED FINANCIAL AID DEPARTMENT THAT MONITORS THE USE OF GRANT FUNDS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Personal Services | X | PersonalServices |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Independent Consultant | X | IndependentConsultant |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JILL BECK | |||||||||||||
| 317462 | 0 | 0 | 0 | 0 | 0 | 3958 | 0 | 47619 | 0 | 369039 | 0 | 0 | 0 |
| BRIAN PERTL | |||||||||||||
| 157193 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 43579 | 0 | 200772 | 0 | 0 | 0 |
| BRIAN RISTE | |||||||||||||
| 154642 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 23196 | 0 | 177838 | 0 | 0 | 0 |
| CALVIN HUSMANN | |||||||||||||
| 187561 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 31891 | 0 | 219452 | 0 | 0 | 0 |
| DAVID BURROWS | |||||||||||||
| 155259 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 23289 | 0 | 178548 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 4B | ReturnReference |
| Explanation | THE PRESIDENT OF THE UNIVERSITY IS A PARTICIPANT IN A 457(B)PLAN. AN ANNUAL UNIVERSITY CONTRIBUTION IS DETERMINED AND APPROVED BY THE BOARD OF TRUSTEES. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WISCONSIN HEALTH & EDUCATIONAL FACILITIES AUTHORITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 391337855 | IssuerEIN |
| CUSIP Number | 97710BGM8 | CUSIPNumber |
| Date Issued | 2009-02-26 | DateIssued |
| Issue Price | 29810000 | IssuePrice |
| Description Of Purpose | VARIOUS BUILDINGS | 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 | 29810000 | TotalProceeds |
| Issuance Costs From Proceeds | 241040 | IssuanceCostsFromProceeds |
| Capital Expenditures | 29810000 | CapitalExpenditures |
| Year Of Subst Completion | 2003 | YearOfSubstCompletion |
| Current Refunding | 1 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 1 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 0 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Post Issuance Compliance Procdrs | 1 | PostIssuanceComplianceProcdrs |
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 | 1 | HedgeIdentifiedInBooksAndRecds |
Name Of Hedge Provider NameOfHedgeProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JPMORGAN CHASE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 15.000000000000 | TermOfHedge |
| Superintegrated Hedge | 0 | SuperintegratedHedge |
| Hedge Terminated | 0 | HedgeTerminated |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Exception To Rebate | 0 | ExceptionToRebate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fed Tax Requirements Compliance | X | FedTaxRequirementsCompliance |
Schedule L IRS990ScheduleL
Form990 Schedule L Part III Form990ScheduleLPartIII
Name Of Interested Business NameOfInterestedBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VARIOUS TRUSTEES | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship With Organization | GRANDCHILDREN/CHILDREN | RelationshipWithOrganization |
| Type Of Assistance | INSTITUTIONAL GRANTS | TypeOfAssistance |
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RENEE BOLDT | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | TRUSTEE | Relationship |
| Amount Of Transaction | 122106 | AmountOfTransaction |
| Description Of Transaction | ARMS-LENGTH BUSINESS TRANSACTION | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 0 | NoncashContribsRptdF990 |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 36 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1557548 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
Real Estate Residential RealEstateResidential
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 520000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | APPRAISED VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | NON REPORTING OF REVENUE: | Identifier |
| Return Reference | PART I, LINE 33: | ReturnReference |
| Explanation | A CONTRIBUTION OF ART WAS RECEIVED FOR THE FISCAL YEAR 2012. PER SCHEDULE D, PART III, LINE 1A, LAWRENCE UNIVERSITY DOES NOT ASSIGN OR RECORD A VALUE FOR ART AND OTHER COLLECTIONS RECEIVED AS GIFTS. ACCORDINGLY, THE VALUE OF CERTAIN ART AND OTHER COLLECTIONS HAS BEEN EXCLUDED FROM THE STATEMENTS OF FINANCIAL POSITION. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | OSCAR C. BOLDT IS RENEE GORAL BOLDT'S FATHER-IN-LAW. OSCAR IS A LONG TIME SUPPORTER OF LAWRENCE UNIVERSITY AND RENEE IS AN ALUMNI AND ACTIVE TRUSTEE MEMBER. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 WILL BE POSTED ONTO THE BOARD TRUSTEE WEBSITE PRIOR TO FILING, WHICH IS CONSISTENT WITH HOW ALL MATERIALS FOR BOARD MEETINGS ARE COMMUNICATED TO BOARD MEMBERS. TO RESPECT THE WISHES OF CERTAIN DONORS TO REMAIN ANONYMOUS, WE HAVE CHOSEN NOT TO PROVIDE A FULL DISCLOSURE COPY OF THE 990 TO THE FULL GOVERNING BOARD OF LAWRENCE UNIVERSITY. A FULL DISCLOSURE COPY, WITH ALL DONOR INFORMATION, WILL BE FILED WITH THE IRS. | |
| FORM 990, PART VI, SECTION B, LINE 12C | ACCORDING TO THE WRITTEN CONFLICT OF INTEREST POLICY, THE SECRETARY OF THE BOARD OF TRUSTEES SHALL REQUEST EACH PRESENT MEMBER OF THE BOARD OF TRUSTEES AND OFFICERS, AND EACH FUTURE MEMBER OF THE BOARD OF TRUSTEES AND OFFICER PRIOR TO FORMAL ELECTION TO COMPLETE AN APPROPRIATE STATEMENT, SIMILAR TO THE ONE APPENDED, AND TO RENEW THE STATEMENT AT LEAST ONCE EVERY YEAR WHILE SERVING IN ANY OF THESE CAPABILITIES. A CONFIDENTIAL FILE SHALL BE MAINTAINED OF SUCH STATEMENTS. | |
| FORM 990, PART VI, SECTION B, LINE 15A | THE EXECUTIVE COMMITTEE REVIEWS AND APPROVES THE PRESIDENT'S AND ANY OTHER DISQUALIFIED PERSON'S COMPENSATION, WHICH IS THEN REPORTED TO THE BOARD. COMPENSATION SURVEY INFORMATION IS USED FROM COMPARABLE INSTITUTIONS. AN INDEPENDENT CONSULTANT IS USED EVERY FEW YEARS AS WELL. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -9,643,199. UNREALIZED GAIN PER SPLIT-INTEREST AGREEMENTS -96,996. CHANGE IN THE VALUE OF INTEREST IN TRUSTS 68,187. INTEREST RATE SWAP - MARK TO MARKET -271,593. LOSS ON DONATED STOCK 15,544. TOTAL TO FORM 990, PART XI, LINE 5: -9,928,057. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C | NO CHANGES HAVE BEEN MADE FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAWRENCE CORPORATION OF WISCONSIN | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 711 E BOLDT WAY | AddressLine1 |
| City | APPLETON | City |
| State | WI | State |
| ZIP Code | 54911 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 930841243 | EIN |
| Primary Activities | TO PROVIDE FINANCIAL SUPPORT TO LAWRENCE UNIVERSITY | PrimaryActivities |
| Legal Domicile State | DE | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | 11 TYPE I | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAWRENCE UNIVERSITY OF WISCONSIN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 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 | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAWRENCE CORPORATION OF WISCONSIN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | Q | TransactionType |
| Amount Involved | 520000 | AmountInvolved |
| Method Of Amt Determination | FMV | MethodOfAmtDetermination |
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