Civic Intelligence

Carroll University Inc.

990 • Fiscal year 2014 • EIN 39-0806325

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 11, 2014

100 N East AvenueWaukesha, WI 53186

(262) 524-7200

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

26th percentile

0.13x

Higher debt load relative to assets than 26% of similar nonprofits.

2014 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2014

Liabilities / Revenue

23rd percentile

0.19x

Higher debt load relative to revenue than 23% of similar nonprofits.

2014 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2014

Net Margin

71st percentile

14%

Higher net margin than 71% of similar nonprofits.

2014 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2014

Top Officer Pay

53rd percentile

$488,863

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 0.4% of source-year revenue.

2014 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2014

Asset Growth

69th percentile

10%

Faster asset growth than 69% of similar nonprofits.

2014 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2013 to 2014

Revenue Growth

65th percentile

9.3%

Faster revenue growth than 65% of similar nonprofits.

2014 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2013 to 2014

Assets

Up

$176,911,844

Up $16,518,455 (+10%) from 2013

Net Assets

Up

$154,796,638

Up $15,501,581 (+11%) from 2013

Liabilities

Up

$22,115,206

Up $1,016,874 (+4.8%) from 2013

Revenue

Up

$115,510,573

Up $9,846,129 (+9.3%) from 2013

Expenses

Up

$99,182,425

Up $5,216,185 (+5.6%) from 2013

Net Income

Up

$16,328,148

Up $4,629,944 (+40%) from 2013

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300M$200M$100M$0Assets 2011: $131,846,381Liabilities 2011: $22,751,350Net Assets 2011: $109,095,0312011Assets 2012: $146,910,067Liabilities 2012: $21,963,364Net Assets 2012: $124,946,7032012Assets 2013: $160,393,389Liabilities 2013: $21,098,332Net Assets 2013: $139,295,0572013Assets 2014: $176,911,844Liabilities 2014: $22,115,206Net Assets 2014: $154,796,6382014Assets 2015: $186,507,637Liabilities 2015: $21,107,090Net Assets 2015: $165,400,5472015Assets 2016: $201,707,511Liabilities 2016: $22,106,344Net Assets 2016: $179,601,1672016Assets 2017: $216,937,171Liabilities 2017: $20,614,975Net Assets 2017: $196,322,1962017Assets 2018: $226,392,658Liabilities 2018: $21,083,843Net Assets 2018: $205,308,8152018Assets 2019: $236,187,874Liabilities 2019: $17,896,372Net Assets 2019: $218,291,5022019Assets 2020: $239,139,783Liabilities 2020: $17,898,518Net Assets 2020: $221,241,2652020Assets 2021: $261,882,162Liabilities 2021: $15,988,093Net Assets 2021: $245,894,0692021Assets 2022: $248,345,295Liabilities 2022: $15,005,096Net Assets 2022: $233,340,1992022Assets 2023: $256,678,685Liabilities 2023: $23,396,226Net Assets 2023: $233,282,4592023

Highlighted filing

2014

Assets$176,911,844
Liabilities$22,115,206
Net Assets$154,796,638

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150M$100M$50M$0-$50MExpenses 2011: $80,810,6492011Expenses 2012: $88,805,2702012Revenue 2013: $105,664,444Expenses 2013: $93,966,240Net Income 2013: $11,698,2042013Revenue 2014: $115,510,573Expenses 2014: $99,182,425Net Income 2014: $16,328,1482014Revenue 2015: $114,416,532Expenses 2015: $100,754,110Net Income 2015: $13,662,4222015Revenue 2016: $120,481,598Expenses 2016: $105,715,183Net Income 2016: $14,766,4152016Revenue 2017: $124,929,563Expenses 2017: $113,057,184Net Income 2017: $11,872,3792017Revenue 2018: $125,665,385Expenses 2018: $116,316,636Net Income 2018: $9,348,7492018Revenue 2019: $132,903,662Expenses 2019: $121,176,159Net Income 2019: $11,727,5032019Revenue 2020: $140,144,784Expenses 2020: $128,005,240Net Income 2020: $12,139,5442020Revenue 2021: $140,965,442Expenses 2021: $135,342,596Net Income 2021: $5,622,8462021Revenue 2022: $144,406,248Expenses 2022: $139,775,110Net Income 2022: $4,631,1382022Revenue 2023: $136,308,213Expenses 2023: $142,962,234Net Income 2023: -$6,654,0212023

Highlighted filing

2014

Revenue$115,510,573
Expenses$99,182,425
Net Income$16,328,148
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 11, 2014
Return Version
2013v3.0
Gross Receipts
$161,937,562
Mission and Program Overview

Mission

Carroll university provides a superior education, rooted in its presbyterian and liberal arts heritage, and draws upon its christian tradition to prepare all students for vocational success, lifelong learning and service in a diverse and global society.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$85,738,028$98,748,943▲ $13,010,915
Land, Buildings, and Equipment, Net$59,243,317$61,374,649▲ $2,131,332
Pledges and Grants Receivable$5,250,810$6,564,938▲ $1,314,128
Other Notes and Loans Receivable, Net$3,825,671$3,831,153▲ $5,482
Accounts Receivable$3,046,742$3,129,916▲ $83,174
Cash and Non-Interest-Bearing Accounts$1,375,007$1,373,847▼ $1,160
Prepaid Expenses and Deferred Charges$1,157,796$1,161,105▲ $3,309
Total Assets$160,393,389$176,911,844▲ $16,518,455
Other Assets Total$756,018$727,293▼ $28,725
Liabilities
Mortgage Notes Payable Secured by Investment Property$9,646,383$8,880,712▼ $765,671
Other Liabilities$7,302,193$7,413,559▲ $111,366
Accounts Payable and Accrued Expenses$3,396,844$4,666,211▲ $1,269,367
Deferred Revenue$752,912$1,154,724▲ $401,812
Total Liabilities$21,098,332$22,115,206▲ $1,016,874
Net Assets / Fund Balance
Unrestricted Net Assets$68,288,634$75,205,797▲ $6,917,163
Temporarily Rstr Net Assets$35,546,284$43,517,239▲ $7,970,955
Permanently Rstr Net Assets$35,460,139$36,073,602▲ $613,463
Total Net Assets Fund Balance$139,295,057$154,796,638▲ $15,501,581
Total Liabilities and Net Assets / Fund Balance$160,393,389$176,911,844▲ $16,518,455

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$41,269,381$31,371,433$72,640,814
Equipment$7,139,386$13,068,730$20,208,116
Other Land Buildings$3,622,777$8,200,795$11,823,572
Leasehold Improvements$3,374,187$3,125,096$6,499,283
Land$5,968,918-$5,968,918

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$46,263,856$456,889▲ $6,894,398$1,441,757$52,173,386
2013$41,570,137$577,484▲ $5,505,951$1,389,716$46,263,856
2012$41,922,315$454,296▲ $419,651$1,226,125$41,570,137
2011$32,697,229$2,792,396▲ $6,432,690-$41,922,315
2010$28,642,168$1,197,554▲ $2,857,507-$32,697,229
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Douglas HastadPresidentFT$388,185$100,678$488,863
Ronald LostetterVP of FinanceFT$216,113$165,283$381,396
Joanne PassaroVP for Academic AffairsFT$211,833$137,194$349,027
Stephen KuhnVP of AdvancementFT$198,818$103,762$302,580
James V Wiseman IiiVP for EnrollmentFT$194,850$92,232$287,082
Theresa BarryDean of StudentsFT$145,238$47,456$192,694
Debra JenkinsChief Information OfficerFT$149,800$30,477$180,277
Joseph BakerDirector of Intercollegiate AthleticsFT$107,356$65,239$172,595
Jane HoppDean, Div of Natural & HltFT$141,691$15,831$157,522
Gregory KuhlemeyerAssoc. Prof. of BusinessFT$134,698$13,341$148,039

Highest Paid Contractors

ContractorServicesLocationCompensation
Time Warner CableCable-$153,626
JenzabarHigher Education Software-$112,708
Revenue and Support

Revenue Composition

Contributions and Grants
$5,799,011
Program Service Revenue
$98,905,166
Investment Income
$10,563,585
Other Revenue
$242,811
All Other Contributions
$4,460,763
Change in Net Assets
$16,328,148

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded9$102,235Fair Market Value (FMV)
Other Non Cash Contri Table1$16,000Fair Market Value (FMV)
Other Non Cash Contri Table3$2,436Fair Market Value (FMV)
Other Non Cash Contri Table1$1,700Fair Market Value (FMV)
Other Non Cash Contri Table1$1,110Fair Market Value (FMV)
Other Non Cash Contri Table1$708Fair Market Value (FMV)
Total Noncash Contributions16$124,189-

Audited Revenue Reconciliation

Revenue per Audited Statements
$82,975,053
Revenue Not Reported on Financial Statements
$32,535,520
Revenue Not Reported on Form 990
$-826,568
Other Revenue Adjustments
$32,535,520
Total Revenue per Audited Statements
$82,148,485
Total Revenue per Form 990
$115,510,573
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$64,266,231
Grants and Similar Amounts Paid$32,968,139
Salaries, Compensation, and Employee Benefits$1,808,948
Total Fundraising Expense$1,473,567
Professional Fundraising Fees$139,107

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$32,968,139--$32,968,139
All Other Expenses$7,860,137$460,304-$8,320,441
Other Expenses$6,984,650-$1,138,501$8,123,151
Depreciation Depletion$3,031,685$644,387-$3,676,072
Current Officers, Directors, Trustees, and Key Employees-$1,612,989$195,959$1,808,948
Fees for Services Professional Fundraising--$139,107$139,107
Total Functional Expenses$94,991,178$2,717,680$1,473,567$99,182,425

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$99,182,424
Total Expenses per Audited Statements$66,646,904
Expenses per Audited Statements$66,214,285
Expenses Not Reported on Financial Statements$32,968,139
Other Expense Adjustments$32,968,139
Expenses Not Reported on Form 990$432,619
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$139,107
Fundraising Direct Expenses$26,376
Fundraising Gross Income$22,550

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$68,295$22,550$26,376$-3,826
Total Events$68,295$22,550$26,376$-3,826
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Steve Miller Is President of Beneco, Inc. & Former Trustee of OrganizationCARROLL UNIVERSITY ENGAGED IN BUSINESS WITH BENECO, INC. DURING THE YEAR ENDED JUNE 30, 2014 TO CONSULT THE UNIVERSITY ON INSURANCE PLAN ARRANGEMENTS. STEVE MILLER, WHO WAS FORMERLY ON THE CARROLL UNIVERSITY BOARD OF TRUSTEES, SERVES AS PRESIDENT OF BENECO, INC.. BENECO, INC. RECEIVES COMMISSIONS FROM INSURANCE VENDORS BASED ON CARROLL UNIVERSITY'S INSURANCE CONTRACT CHOICES. CARROLL UNIVERSITY DOES NOT PAY ANY COMMISSIONS DIRECTLY TO BENECO, INC.No$18,591
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Asset Retirement Obligation$2,834,649
U.s. Government Grants Refundable$2,512,234
Liabilities Under Split Interest Agreements$1,153,379
Deferred Compensation$823,030
Other Liabilities$90,267

Bond Issues

BondIssuerIssuedIssue PricePurpose
A95-35715582006-05-03$6,326,043BUILDING IMPROVEMENT

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$6,326,043--$126,521

Bond Financing Compliance

Form 8038-T filed
Yes
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Corrective action procedures
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

Carroll university's form 990 was prepared by an independent certified public accounting firm. The board of trustees has delegated the oversight and review of the form 990 to the audit committee. A draft of the full disclosure form 990 was provided electronically to the board of trustees audit committee for review and the finalized version of form 990 was filed with the irs on or before the november 15th filing deadline. 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 carroll university. A full disclosure copy, with all donor information, will be filed with the irs.

Form 990, Part VI, Section B, Line 12C

The office of the president collects conflict of interest disclosures annually, conflicts disclosed are discussed with financial officers and, if required, trustees. In all cases, a person with a conflict is excused from any decision related to the conflict.

Form 990, Part VI, Section B, Line 15

The bylaws of carroll university, inc. Establish a compensation committee that has general oversight of the university's compensation plan. Specific duties of the committee include the responsibility to: (a)request and review, on at least an annual basis, the compensation policies for the university, including all pertinent and current compensation studies, forecasts and statistics to ensure that compensation is not only reasonable, but also appropriate and competitive to attract and retain qualified personnel, including the president and other key employees. The committee may also consider input obtained from other members of the board, faculty, staff, students, alumni and community members. An annual report regarding this review shall be presented to the full board. (b)recommend to the board, for approval, compensation changes for the president and other key employees of the university. During such deliberations, the president and other key employees shall not be present when discussed. (c)oversee the development when appropriate, the executive agreement for the president of the university. (d)perform any/all other activities, as requested by the board that relate to the oversight of compensation for the president of the university and other key employees of the university.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, conflict of interest policy and financial statements available upon request.

Filing and Contact Details

Filer

EIN
39-0806325
Phone
2625247200

Signing Officer

Name
Ronald Lostetter
Title
VP of Finance
Phone
2625247200
Signed
2014-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Douglas Hastad
Formed
1846
Legal Domicile
Wi
Voting Board Members
26
Independent Board Members
25
Employees
3,250
Volunteers
25

Preparer

Preparer
Troy E Marine CPA
Phone
4147775500
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 2

Carroll university offered two new graduate programs for the 13/14 academic year: master of science in graphic communications & master of science in exercise physiology

FORM 990, PART XI, LINE 9:

Changes in values of split interest agreements 254,930.

Financial Statement Notes

PART V, LINE 4:

The endowment funds are used to support academic programs and scholarships.

PART X, LINE 2:

The university follows the accounting standards for contingencies in evaluating uncertain tax positions. The 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 university for uncertain tax positions as of june 30, 2014 and 2013. The tax returns for the current year as well as fiscal years 2011 and thereafter are open to examination by federal and state authorities.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Changes in values of split interest agreements 254,930.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Other direct fund raising expense -26,376. Grants and other assistance to individuals 32,968,139. Excess withdrawals over income earned -406,243.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Other direct fund raising expense 26,376. Excess withdrawals over income earned 406,243.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

Grants and other assistance to individuals 32,968,139.

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd2X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd3X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd19X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd20X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd21X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd22X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd23X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd24X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd25X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd2X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd3X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt210
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt220
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt230
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt240
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt250
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2680144
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2730230
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2847273
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2962274
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt3039881
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt3128547
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt3213341
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt3314789
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt3415520
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt3530262
IRS990/Form990PartVIISectionAGrp/PersonNm0ALICE CROFTS MORAVA
IRS990/Form990PartVIISectionAGrp/PersonNm1ANTHONY BRYANT
IRS990/Form990PartVIISectionAGrp/PersonNm2CHARMAINE PONKRATZ
IRS990/Form990PartVIISectionAGrp/PersonNm3CINDY MAYORAS
IRS990/Form990PartVIISectionAGrp/PersonNm4DEBORAH BLOCK
IRS990/Form990PartVIISectionAGrp/PersonNm5DENNIS PUNCHES
IRS990/Form990PartVIISectionAGrp/PersonNm6GUY DISPIGNO
IRS990/Form990PartVIISectionAGrp/PersonNm7JACK LOPPNOW
IRS990/Form990PartVIISectionAGrp/PersonNm8JAMES DEJONG
IRS990/Form990PartVIISectionAGrp/PersonNm9JAMES SCHNEIDER
IRS990/Form990PartVIISectionAGrp/PersonNm10JOANNE BRANDES
IRS990/Form990PartVIISectionAGrp/PersonNm11JOSE OLIVIERI
IRS990/Form990PartVIISectionAGrp/PersonNm12PERSHING E MACALLISTER
IRS990/Form990PartVIISectionAGrp/PersonNm13RUSSELL HARLAND
IRS990/Form990PartVIISectionAGrp/PersonNm14TED BAKER
IRS990/Form990PartVIISectionAGrp/PersonNm15TERRY M MURPHY
IRS990/Form990PartVIISectionAGrp/PersonNm16TIMOTHY HANDO
IRS990/Form990PartVIISectionAGrp/PersonNm17TIMOTHY SULLIVAN
IRS990/Form990PartVIISectionAGrp/PersonNm18TY TAYLOR
IRS990/Form990PartVIISectionAGrp/PersonNm19DORVAL CARTER
IRS990/Form990PartVIISectionAGrp/PersonNm20LYNDA JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm21RENEE RAMIREZ
IRS990/Form990PartVIISectionAGrp/PersonNm22HOWARD FULLER
IRS990/Form990PartVIISectionAGrp/PersonNm23JOSEPH ZVESPER
IRS990/Form990PartVIISectionAGrp/PersonNm24REYNOLDS CHALLONER
IRS990/Form990PartVIISectionAGrp/PersonNm25JEFFERSON DEANGELIS
IRS990/Form990PartVIISectionAGrp/PersonNm26DOUGLAS HASTAD
IRS990/Form990PartVIISectionAGrp/PersonNm27JAMES V WISEMAN III
IRS990/Form990PartVIISectionAGrp/PersonNm28JOANNE PASSARO
IRS990/Form990PartVIISectionAGrp/PersonNm29RONALD LOSTETTER
IRS990/Form990PartVIISectionAGrp/PersonNm30STEPHEN KUHN
IRS990/Form990PartVIISectionAGrp/PersonNm31DEBRA JENKINS
IRS990/Form990PartVIISectionAGrp/PersonNm32GREGORY KUHLEMEYER
IRS990/Form990PartVIISectionAGrp/PersonNm33JANE HOPP
IRS990/Form990PartVIISectionAGrp/PersonNm34JOSEPH BAKER
IRS990/Form990PartVIISectionAGrp/PersonNm35THERESA BARRY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt26408719
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt27256852
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt28301754
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt29319122
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30262699
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt31151730
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt32134698
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt33142733
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt34157075
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt35162432
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt260
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt270
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt280
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt290
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt300
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt310
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt320
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt330
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt340
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt350
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt19TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt20TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt21TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt22TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt23TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt24TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt25TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt26PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt27VP FOR ENROLLMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt28VP FOR ACADEMIC AFFAIRS
IRS990/Form990PartVIISectionAGrp/TitleTxt29VP OF FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt30VP OF ADVANCEMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt31CHIEF INFORMATION OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt32ASSOC. PROF. OF BUSINESS
IRS990/Form990PartVIISectionAGrp/TitleTxt33DEAN, DIV OF NATURAL & HLT
IRS990/Form990PartVIISectionAGrp/TitleTxt34DIR. OF INTERCOLLEGIATE ATHLETICS
IRS990/Form990PartVIISectionAGrp/TitleTxt35DEAN OF STUDENTS
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/Form990TFiledInd01
IRS990/FormationYr01846
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt045745
IRS990/FundraisingDirectExpensesAmt026376
IRS990/FundraisingGrossIncomeAmt022550
IRS990/GainOrLossGrp/SecuritiesAmt07972978
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt026
IRS990/GovernmentGrantsAmt01292503
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt032968139
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt032968139
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt054373591
IRS990/GrossReceiptsAmt0161937562
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt025
IRS990/IndivRcvdGreaterThan100KCnt016
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt02590607
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02590607
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt085738028
IRS990/InvestmentsPubTradedSecGrp/EOYAmt098748943
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt088
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt055766054
IRS990/LandBldgEquipBasisNetGrp/BOYAmt059243317
IRS990/LandBldgEquipBasisNetGrp/EOYAmt061374649
IRS990/LandBldgEquipCostOrOtherBssAmt0117140703
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt046400613
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0CARROLL UNIVERSITY PROVIDES A SUPERIOR EDUCATION, ROOTED IN ITS PRESBYTERIAN AND LIBERAL ARTS HERITAGE, AND DRAWS UPON ITS CHRISTIAN TRADITION TO PREPARE ALL STUDENTS FOR VOCATIONAL SUCCESS, LIFELONG LEARNING AND SERVICE IN A DIVERSE AND GLOBAL SOCIETY.
IRS990/MoreThan5000KToIndividualsInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$257$23.4$233$136$143$6.65
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$248$15.0$233$144$140$4.63
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$262$16.0$246$141$135$5.62
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$239$17.9$221$140$128$12.1
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$236$17.9$218$133$121$11.7
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$226$21.1$205$126$116$9.35
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$217$20.6$196$125$113$11.9
2016Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$202$22.1$180$120$106$14.8
2015Detailed filing. Detailed filing data is available for this year.$187$21.1$165$114$101$13.7
2014Detailed filing. Detailed filing data is available for this year.$177$22.1$155$116$99.2$16.3
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$160$21.1$139$106$94.0$11.7
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$147$22.0$125$88.8
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$132$22.8$109$80.8