2013-01-14T08:45:45-06:00 2012-06-30 420714325 MCGLADREY LLP 801 NICOLLET MALL SUITE 1100 MINNEAPOLIS MN 55402 990 2011-07-01 390806428 NORTHLAND COLLEGE NORT 7156821321 1411 ELLIS AVENUE ASHLAND WI 54806 MICHAEL A MILLER 7156821321 2013-01-09 1 TODD A JACKSON P00092672 6123324300 2011 2016-02-25 16:41:14Z MICHAEL A MILLER 1411 ELLIS AVENUE ASHLAND WI 54806 51646304 0 X WWW.NORTHLAND.EDU X 1892 WI OUR MISSION IS TO BE THE NATION'S LEADING ENVIRONMENTAL LIBERAL ARTS COLLEGE. TO PROVIDE STUDENTS WITH A STRONG LIBERAL ARTS CURRICULUM AND UNIQUE EXPERIENTIAL LEARNING OPPORTUNITIES WITH A FOCUS ON THE ENVIRONMENT, SUSTAINABILITY, AND SOCIAL RESPONSIBILITY - ENABLING THOSE IT SERVES TO ADDRESS THE CHALLENGES OF THE FUTURE. 28 28 768 20 9963 -20119 7833668 4742423 16145744 16163257 137927 -1042411 2883094 6808 27000433 19870077 6373234 7041359 0 0 9452897 9231512 0 0 765910 8618330 8452450 24444461 24725321 2555972 -4855244 63133248 58016229 8317878 7049940 54815370 50966289 X TO BE THE NATION'S LEADING ENVIRONMENTAL LIBERAL ARTS COLLEGE. TO INTEGRATE LIBERAL ARTS STUDIES WITH AN ENVIRONMENTAL EMPHASIS, ENABLING THOSE IT SERVES TO ADDRESS THE CHALLENGES OF THE FUTURE. TO CREATE A COMMUNITY OF ENGAGED LEARNERS WITH THE SKILLS AND EXPERIENCE TO PREPARE FOR ADVANCED STUDIES AND MEANINGFUL LIVES AND TO LEAD THE WAY, BY ACADEMIC EXCELLENCE AND SUSTAINABLE PRACTICE, TO A WORLD WHERE HUMAN AND OTHER BIOLOGICAL COMMUNITIES CAN THRIVE TOGETHER INDEFINITELY. THE SIGURD OLSON ENVIORNMENTAL INSTITUTE (SOEI), THROUGH COURSEWORK, INTERNSHIPS AND GRANT-FUNDED PROJECTS, SUPPORTS REGIONAL ENVIRONMENTAL EFFORTS. THE COLLEGE HAS AN ATTENDANCE OF APPROXIMATELY 560 STUDENTS WITH AN AVERAGE OF 370 RESIDING ON CAMPUS IN RESIDENCE HALLS. 0 0 12195147 7041359 12053138 INSTRUCTION: INTEGRATE LIBERAL ARTS STUDIES WITH AN ENVIRONMENTAL EMPHASIS, ENABLING THOSE IT SERVES TO ADDRESS THE CHALLENGES OF THE FUTURE. CREATE A COMMUNITY OF ENGAGED LEARNERS WITH THE SKILLS AND EXPERIENCE TO PREPARE FOR ADVANCED STUDIES AND MEANINGFUL LIVES. THE SIGURD OLSON ENVIRONMENTAL INSTITUE (SOEI), THROUGH COURSES, INTERNSHIPS, AND GRANT-FUNDED PROJECTS, PROVIDES EXPERIENTIAL LEARNING OPPORTUNITIES WITH SUPPORTING LOCAL AND REGIONAL ENVIRONMENTAL IMPROVEMENT EFFORTS. THE SOEI SECURED THREE EPA GRANTS FOR BEACH/LAND RESTORATION IN THIS REGION, WHICH WILL PROVIDE STUDENTS WITH LEARNING OPPORTUNITIES WITH COMMUNITY PARTNERS. 3520606 STUDENT SERVICES: PROVIDES STUDENTS RESOURCES AND SERVICES TO SUPPORT A SUCCESSFUL LEARNING AND LIVING EXPERIENCE AT THE COLLEGE. CREATES LEARNING OPPORTUNITIES FOR STUDENTS THROUGH OFF-SITE EXCURSIONS AND CO-CURRICULAR EVENTS. PROVIDES HOUSING, COUNSELING, CAREER PLACEMENTS, AND HEALTH SERVICES TO STUDENTS. ADMINISTERS POLICIES AND PROCEDURES RELATED TO CAMPUS LIFE. ASSISTS WITH ACADEMIC ADVISING AND RETAINING STUDENTS. STUDENT SERVICES PROVIDED AN EXPANDED WELLNESS CO-CURRICULUM THAT HELPS STUDENTS DEVELOP WAYS TO MAKE ETHICAL AND FULFILLING CHOICES THROUGH PARTICIPATION IN ECOLOGICAL, SPIRITUAL, PHYSICAL, EMOTIONAL, INTELLECTUAL, SOCIAL, ECONOMIC, AND VOCATIONAL ACTIVITIES. 3557223 2702227 AUXILIARY ENTERPRISES: PROVIDE SERVICES THAT ENHANCE STUDENT LIFE THROUGH THE STUDENT CENTER, BOOKSTORE, FOOD SERVICE, AND DORMITORIES. HOUSE AN AVERAGE OF 440 STUDENTS EACH YEAR. COORDINATE ON-CAMPUS CONFERENCE ARRANGEMENTS FOR OUTSIDE ORGANIZATIONS. ON-CAMPUS ACTIVITIES THIS YEAR INCLUDED CONTINUING EDUCATION EVENTS FOR REGIONAL PUBLIC SCHOOL TEACHERS AND THE NATIVE AMERICAN POW-WOW. 1164787 316891 ACADEMIC SUPPORT: THE ACADEMIC DEAN'S OFFICE, LIBRARY SERVICES, AND ACADEMIC TECHNOLOGY, SUPPORTS THE INSTRUCTIONAL PROGRAM BY PROVIDING RESOURCES TO RECRUIT AND DEVELOP FACULTY AND OFFER ADDITIONAL LEARNING OPPORTUNITIES TO STUDENTS. OPPORTUNITIES ABROAD HAVE INCREASED FOR STUDENTS THROUGH MORE FORMAL COLLABORATIVE INSTRUCTIONAL AGREEMENTS WITH PARTNERS THAT ALLOW STUDENTS TO PARTICIPATE IN SEMESTERS AWAY, IN COUNTRIES/REGIONS WHOSE ECOLOGICAL SYSTEMS PRESENT RICH AND UNIQUE LEARNING OPPORTUNITIES. PUBLIC SERVICE: THROUGH COURSES, INTERNSHIPS, AND PROJECTS THAT SUPPORT REGIONAL ENVIRONMENTAL EFFORTS, WE ENCOURAGE STUDENT LEARNING IN WAYS THAT HAVE A POSITIVE IMPACT ON NATURE. PROVIDE A FOUNDATION FOR PERSONAL FULFILLMENT AND PROFESSIONAL SUCCESS AND NORTHLAND GRADUATES ARE LEADERS IN GOVERNMENT, NOT-FOR-PROFIT ORGANIZATIONS, AND GREEN BUSINESS. THESE PROGRAMS HELP COMMUNITY LEADERS CREATE POSITIVE ENVIRONMENTAL CHANGE. A LONG-STANDING PROJECT IS LOONWATCH. OVER 300 CITIZEN SCIENTISTS COLLECT DATA ON WISCONSIN LAKES BY OBSERVING LOONS. THESE DATA BUILD CAPACITY FOR COLLABORATION BETWEEN STUDENTS, CITIZENS, AND LAKE MANAGERS TO WORK ON RESTORING AND PROTECTING AQUATIC SYSTEMS. 1164787 316891 20437763 1 1 0 0 0 1 0 0 0 1 1 0 0 1 1 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 34 0 768 1 1 1 0 0 0 0 1 1 0 0 0 0 X 28 28 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 1 0 WI X LORI BENNETTS CONTROLLER 7156821824 1411 ELLIS AVENUE ASHLAND WI 54806 THOMAS MARTIN 2.00 X X 0 0 0 LOWELL NOTEBOOM 2.00 X X 0 0 0 CHRIS OWEN 2.00 X X 0 0 0 MIKE MASTERSON 1.00 X X 0 0 0 SCOTT BRETTING 1.00 X X 0 0 0 JOHN ALLEN 0.50 X 0 0 0 ROBERT BANKS JR 0.50 X 0 0 0 CAROL BLUM 0.50 X 0 0 0 HANNIBAL BOLTON 0.50 X 0 0 0 ELLEN BROWN 0.50 X 0 0 0 DEBRA CERVENKA 0.50 X 0 0 0 DONALD CHASE 0.50 X 0 0 0 LINCOLN CRUZ 0.50 X 0 0 0 DAVE DONOVAN 0.50 X 0 0 0 DONALD FOUTS 0.50 X 0 0 0 MELANIE GOBLE 0.50 X 0 0 0 ROBERT KERR 0.50 X 0 0 0 WILLIAM MOKRY 0.50 X 0 0 0 MICHAEL MYSZEWSKI 0.50 X 0 0 0 CRAIG PONZIO 0.50 X 0 0 0 ROBERT REICHELT 0.50 X 0 0 0 THOMAS RHOADES III 0.50 X 0 0 0 MARY RICE 0.50 X 0 0 0 SUSAN SHIROTT 0.50 X 0 0 0 JEREMY SHEA 0.50 X 0 0 0 BONNIE SMEJA 0.50 X 0 0 0 RICHARD STRAND 0.50 X 0 0 0 JAMES WILLIAMSON 0.50 X 0 0 0 MICHAEL MILLER 37.50 X 213292 0 27952 MARC BARBEAU 37.50 X 125756 0 17993 ALAN BREW 37.50 X 84398 0 17549 ROBERT JACKSON 37.50 X 81016 0 17437 RICK SMITH 37.50 X 124607 0 13124 629069 0 94055 3 0 1 0 CHARTWELLS PO BOX 91337 CHICAGO IL 606931337 FOOD SERVICE PROVIDER 1220896 VHS COMMERCIAL CLEANING 302 E MAIN STREET ASHLAND WI 54806 CLEANING/JANITORIAL 363359 MARSH USA 96460 COLLECTION CENTER DRIVE CHICAGO IL 606931337 INSURANCE 164082 LEE JOHNSON 69 BIRCHWOOD ROAD MAHTOMEDI MN 55115 ADMISSIONS CONTRACT LABOR 103449 4 14838 1555182 3172403 4742423 TUITION AND FEES 611310 13170754 13170754 AUXILIARY ENTERPRISES 611710 2702227 2702227 OTHER SOURCES 611710 290276 280313 9963 16163257 84465 84465 30629544 31747160 9260 -1117616 -9260 -1126876 -1126876 26615 14838 19807 6808 6808 19870077 16153294 9963 -1035603 7041359 7041359 585394 424894 130410 30090 6878932 4992911 1532439 353582 237996 172744 53019 12233 967108 701953 215445 49710 562082 407974 125217 28891 83695 83695 96185 96185 1555344 1278910 196488 79946 131673 100750 30923 1356956 984915 302293 69748 680322 493796 151557 34969 497922 361405 110923 25594 109037 109037 1537423 1536182 1008 233 162669 118070 36238 8361 FOOD SERVICE 1078458 782774 240251 55433 TUITION WAIVER EXP 379727 295134 84593 PROF. DEVELOPMENT & REC 173974 126275 38757 8942 BAD DEBT 142397 110675 31722 466668 398005 60485 8178 24725321 20437763 3521648 765910 1765 1765 1862358 702372 1555091 551434 266148 158791 1644315 1582574 28770 59602 14109 50584 51399912 18207911 34764047 33192001 19529631 18093256 3467014 3623850 63133248 58016229 1533821 1280087 1513617 1508923 213171 145692 3960994 3255933 1096275 859305 8317878 7049940 X 28495281 34139008 5359021 3899464 20961068 12927817 54815370 50966289 63133248 58016229 X -4855244 1006163 X 0 1 1 X 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6 2331628 0 0 23720601 89656 -2254380 1102144 3541163 16912570 19118951 1137661 4525830 1061841 23720601 17449729 719322 2146173 1026273 170000 19118951 21984581 1193284 -4748030 351472 628634 17449729 0.30000 0.65000 0.05000 1 0 3339607 3339607 43595519 17204022 26391497 3092278 3092278 1372508 1003889 368619 33192001 CONTRIBUTION RECEIVABLE FROM REMAINDER TRUSTS 462404 BENEFICIAL INTEREST IN PERPETUAL TRUST 1719389 DEPOSITS HELD BY TRUSTEE 194098 CONSTRUCTION WIP 330782 SPLIT INTEREST AGREEMENTS 856192 DEBT ISSUE COSTS 60985 3623850 STUDENT TUITION AND ROOM DEPOSITS 82600 ASSET RETIREMENT OBLIGATION 562000 SPLIT INTEREST LIABILITIES 214705 859305 19870077 24725321 -4855244 1006163 1006163 -3849081 13936820 -5953064 -5953064 19889884 -19807 -19807 19870077 17703769 19807 19807 17683962 7041359 7041359 24725321 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: NO LIABILITY HAS BEEN RECOGNIZED BY THE COLLEGE FOR UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2012. PART XI, LINE 8 - OTHER ADJUSTMENTS: CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUSTS -82,132. APPROPRIATION/RECLASSIFICATION OF ENDOWMENT ASSETS FOR EXPENDITURE 1,088,295. TOTAL TO SCHEDULE D, PART XI, LINE 8: 1,006,163. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDED SCHOLARSHIPS & GRANTS RECLASSED AS EXPENSE -1,599,243. UNFUNDED SCHOLARSHIPS & GRANTS RECLASSED AS EXPENSE -5,442,116. APPROPRIATION/RECLASSIFICATION OF ENDOWMENT ASSETS FOR EXPENDITURE 1,088,295. PART XII, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES RECLASSED AS REVENUE -19,807. PART XIII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES RECLASSED AS REVENUE 19,807. PART XIII, LINE 4B - OTHER ADJUSTMENTS: FUNDED SCHOLARSHIPS & GRANTS RECLASSED FROM REVENUE 1,599,243. UNFUNDED SCHOLARSHIPS & GRANTS RECLASSED FROM REVENUE 5,442,116. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION SCHEDULE E, PART I, LINE 3 THE COLLEGE HAS AN AFFIRMATIVE ACTION POLICY. THE COLLEGE REQUIRES COPIES OF AFFIRMATIVE ACTION AND EQUAL EMPLOYMENT PRACTICES FROM CONTRACTORS, AS REQUIRED BY LAW. EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE SCHEDULE E, PART I, LINE 6 THE FEDERAL GOVERNMENT PROVIDES FINANCIAL ASSISTANCE TO STUDENTS THROUGH THE COLLEGE. 2011 GOLF 41453 14838 26615 1000 2540 6607 2323 7337 41453 14838 26615 1000 2540 6607 2323 7337 19807 6808 1 SCHOLARSHIPS 533 7041359 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE COLLEGE MONITORS THE USE OF GRANT FUNDS THROUGH CONTROLS ESTABLISHED IN THE BUSINESS OFFICE. THE VP OF FINANCE AND ADMINISTRATION RECEIVES, REVIEWS, AND APPROVES GRANT APPLICATIONS PRIOR TO SUBMISSION TO ENSURE THAT INDIRECT COSTS AND REPORTING REQUIREMENTS ARE IN PLACE. UPON GRANTING THE AWARD, THE DEPARTMENT SUBMITS THE APPROVED GRANT TO THE BUSINESS OFFICE. THE PRINCIPAL FOR THE GRANT, ALONG WITH THE STAFF ACCOUNTANT AND CONTROLLER ENSURE THAT EXPENSES SUBMITTED ARE CONSISTENT WITH THE APPROVED GRANT. THE PRINCIPAL DEPARTMENT FOR THE GRANT, ALONG WITH VPS AND ABOVE RECEIVE REVENUE AND EXPENSE REPORTS ON ALL ACTIVE GRANT FUNDS. X X X 1 1 X X X 0 0 0 0 0 0 0 0 0 MICHAEL MILLER 213292 0 0 0 0 0 20789 0 7163 0 241244 0 0 0 PART I, LINE 1A HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE: THE CURRENT PRESIDENT LIVES IN A RESIDENCE RESERVED FOR SUCH PURPOSE, WHICH IS LOCATED ON CAMPUS. THE PRESIDENT'S RESIDENCE RECEIVES COLLEGE-PROVIDED GROUNDSKEEPING AND INTERIOR CLEANING SERVICES. LIFE INSURANCE IS GROSSED UP ON AN ANNUAL BASIS AND ADDED TO COMPENSATION BASED ON THE COST OF THE POLICY. FORM 990, PART VI, SECTION B, LINE 11 MANAGEMENT MAKES THE FORM 990 AVAILABLE ON-LINE, VIA SECURE LOGIN, TO ALL MEMBERS OF THE BOARD. MANAGEMENT ALSO E-MAILS ALL BOARD MEMBERS TO NOTIFY THEM WHEN THE FORM 990 IS AVAILABLE AND TO PROVIDE ACCESS INSTRUCTIONS. THE FORM 990 REMAINS AVAILABLE FOR REVIEW FOR NO LESS THAN A WEEK. FORM 990, PART VI, SECTION B, LINE 12C ALL SCHOOL EMPLOYEES RECEIVE A COPY OF THE CONFLICT OF INTEREST POLICY UPON INITIAL EMPLOYMENT. THE HUMAN RECESOURCES OFFICE RECEIVES AND INVESTIGATES ALLEGED OR POTENTIAL CONFLICTS OF INTEREST AND COORDINATES WITH THE SCHOOL'S PRESIDENT AND/OR VICE-PRESIDENTS TO RESOLVE THE CONFLICT OF INTEREST IN AN APPROPRIATE MANNER. THE BUSINESS OFFICE OVERSEES FINANCIAL TRANSACTIONS FOR ALL AREAS OF THE COLLEGE AND REPORTS ALLEGED OR POTENTIAL CONFLICTS OF INTERST TO THE VP OF FINANCE & ADMINISTRATION WHO ADDRESSES THE ISSUE(S) WITH THE HUMAN RESOURCES OFFICE, VICE-PRESIDENTS, THE PRESIDENT OR THE BOARD, AS APPROPRIATE. PERSONS WITH CONFLICTS OF INTEREST ARE NOTIFIED OF THE CONFLICT AND STEPS ARE TAKEN TO ELIMINATE THE CONFLICT OF INTEREST. THE PRESIDENT'S OFFICE ENSURES THAT TRUSTEES COMPLETE A CONFLICT OF INTEREST STATEMENT IN CONJUNCTION WITH ONE OF THEIR BOARD MEETINGS. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS OF DETERMINING COMPENSATION IS BASED ON OUTSIDE STUDIES OF COLLEGES WITH APPROXIMATELY THE SAME BUDGETS THAT SURVEY THE SCHOOLS TO DETERMINE THE MEDIAN PAY FOR LIKE POSITIONS. COMPENSATION FOR ALL EMPLOYEES IS COMPARED TO DATA OBTAINED FROM INDEPENDENT SOURCES TO SPECIFICALLY INCLUDE COLLEGE AND UNIVERSITY PROFESSIONALS ASSOCIATION (CUPA) COMPENSATION SCALES. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC ONLY UPON REQUEST AND BASED ON CIRCUMSTANCES AND NEED AS DETERMINED BY THE COLLEGE. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUSTS -82,132. APPROPRIATION/RECLASSIFICATION OF ENDOWMENT ASSETS FOR EXPENDITURE 1,088,295. TOTAL TO FORM 990, PART XI, LINE 5: 1,006,163.