Civic Intelligence

Carleton College

990 • Fiscal year 2015 • EIN 41-0694747

Jul 01, 2014 to Jun 30, 2015 • Filed on Apr 06, 2016

Organization ProfileWWW.CARLETON.EDU

View Organization Page

One North College StreetNorthfield, MN 55057

(507) 222-4000

Siviq Scores

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

Liabilities / Assets

15th percentile

0.12x

Higher debt load relative to assets than 15% of similar nonprofits.

2015 filings • 501(c)3 • $1B+ nonprofits • Source year 2015

Liabilities / Revenue

42nd percentile

0.64x

Higher debt load relative to revenue than 42% of similar nonprofits.

2015 filings • 501(c)3 • $1B+ nonprofits • Source year 2015

Net Margin

79th percentile

20%

Higher net margin than 79% of similar nonprofits.

2015 filings • 501(c)3 • $1B+ nonprofits • Source year 2015

Top Officer Pay

13th percentile

$555,475

Higher top officer pay than 13% of similar nonprofits.

Top officer pay equals 0.3% of source-year revenue.

2015 filings • 501(c)3 • $1B+ nonprofits • Source year 2015

Asset Growth

29th percentile

0.7%

Faster asset growth than 29% of similar nonprofits.

2015 filings • 501(c)3 • $1B+ nonprofits • Annualized from 2014 to 2015

Revenue Growth

36th percentile

2.8%

Faster revenue growth than 36% of similar nonprofits.

2015 filings • 501(c)3 • $1B+ nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$1,167,291,041

Up $7,954,056 (+0.7%) from 2014

Net Assets

Up

$1,032,067,322

Up $12,093,625 (+1.2%) from 2014

Liabilities

Down

$135,223,719

Down $4,139,569 (-3.0%) from 2014

Revenue And Expenses
Liabilities / Revenue42nd percentileNet Margin79th percentile

Revenue

Up

$210,566,822

Up $5,662,413 (+2.8%) from 2014

Expenses

Up

$168,973,128

Up $4,714,551 (+2.9%) from 2014

Net Income

Up

$41,593,694

Up $947,862 (+2.3%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$2.0B$1.5B$1.0B$500M$0Assets 2010: $907,853,562Liabilities 2010: $172,833,223Net Assets 2010: $735,020,3392010Assets 2011: $1,020,520,263Liabilities 2011: $167,410,837Net Assets 2011: $853,109,4262011Assets 2012: $1,002,749,927Liabilities 2012: $157,705,400Net Assets 2012: $845,044,5272012Assets 2013: $1,055,244,227Liabilities 2013: $143,494,564Net Assets 2013: $911,749,6632013Assets 2014: $1,159,336,985Liabilities 2014: $139,363,288Net Assets 2014: $1,019,973,6972014Assets 2015: $1,167,291,041Liabilities 2015: $135,223,719Net Assets 2015: $1,032,067,3222015Assets 2016: $1,142,319,776Liabilities 2016: $131,918,478Net Assets 2016: $1,010,401,2982016Assets 2017: $1,337,663,855Liabilities 2017: $199,771,282Net Assets 2017: $1,137,892,5732017Assets 2018: $1,412,434,433Liabilities 2018: $194,960,095Net Assets 2018: $1,217,474,3382018Assets 2019: $1,437,200,057Liabilities 2019: $189,893,468Net Assets 2019: $1,247,306,5892019Assets 2020: $1,414,260,160Liabilities 2020: $180,462,090Net Assets 2020: $1,233,798,0702020Assets 2021: $1,738,198,659Liabilities 2021: $177,436,100Net Assets 2021: $1,560,762,5592021Assets 2022: $1,658,331,169Liabilities 2022: $167,328,120Net Assets 2022: $1,491,003,0492022Assets 2023: $1,727,307,245Liabilities 2023: $162,222,483Net Assets 2023: $1,565,084,7622023

Highlighted filing

2015

Assets$1,167,291,041
Liabilities$135,223,719
Net Assets$1,032,067,322
Open 2015 Filing

Operations Trend

Revenue Growth36th percentile

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

$400M$300M$200M$100M$0Expenses 2010: $141,271,2672010Expenses 2011: $146,133,0142011Expenses 2012: $151,909,2332012Revenue 2013: $180,528,353Expenses 2013: $158,644,301Net Income 2013: $21,884,0522013Revenue 2014: $204,904,409Expenses 2014: $164,258,577Net Income 2014: $40,645,8322014Revenue 2015: $210,566,822Expenses 2015: $168,973,128Net Income 2015: $41,593,6942015Revenue 2016: $213,596,975Expenses 2016: $177,272,864Net Income 2016: $36,324,1112016Revenue 2017: $226,779,800Expenses 2017: $186,053,185Net Income 2017: $40,726,6152017Revenue 2018: $249,507,671Expenses 2018: $190,393,370Net Income 2018: $59,114,3012018Revenue 2019: $239,201,569Expenses 2019: $196,383,289Net Income 2019: $42,818,2802019Revenue 2020: $240,267,870Expenses 2020: $199,426,933Net Income 2020: $40,840,9372020Revenue 2021: $320,773,806Expenses 2021: $203,397,209Net Income 2021: $117,376,5972021Revenue 2022: $280,959,414Expenses 2022: $223,828,854Net Income 2022: $57,130,5602022Revenue 2023: $296,522,250Expenses 2023: $239,981,775Net Income 2023: $56,540,4752023

Highlighted filing

2015

Revenue$210,566,822
Expenses$168,973,128
Net Income$41,593,694
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Apr 6, 2016
Return Version
2014v6.0
Gross Receipts
$212,364,295
Mission and Program Overview

Mission

See schedule o.founded in 1866, carleton college is a private, coeducational liberal arts college of 2,007 students located in the historic river town of northfield, minnesota. Nationally recognized as the nation's top college for undergraduate teaching, carleton is known for its academic rigor, intellectual curiosity, and sense of humor. Carleton offers 33 majors and 40 minors in the arts, humanities, natural sciences, mathematics, and social sciencesthe carleton college mission is to provide an exceptional undergraduate liberal arts education. The college is devoted to academic excellence, distinguished by the creative interplay of teaching, learning, and scholarship and is dedicated to a diverse residential community and extensive international engagements.

To provide an exceptional undergraduate liberal arts education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$548,569,143$541,877,221▼ $6,691,922
Investments in Publicly Traded Securities$320,692,767$349,667,138▲ $28,974,371
Land, Buildings, and Equipment, Net$192,340,374$190,739,885▼ $1,600,489
Savings and Temporary Cash Investments$67,752,999$55,685,874▼ $12,067,125
Investments Program Related$7,835,348$8,035,438▲ $200,090
Pledges and Grants Receivable$5,023,195$3,711,275▼ $1,311,920
Prepaid Expenses and Deferred Charges$2,580,666$2,949,102▲ $368,436
Accounts Receivable$1,864,147$1,831,168▼ $32,979
Inventories for Sale or Use$752,406$560,177▼ $192,229
Total Assets$1,159,336,985$1,167,291,041▲ $7,954,056
Other Assets Total$11,925,940$12,233,763▲ $307,823
Liabilities
Tax Exempt Bond Liabilities$90,806,138$87,004,295▼ $3,801,843
Other Liabilities$28,293,509$26,025,257▼ $2,268,252
Accounts Payable and Accrued Expenses$10,968,514$12,697,843▲ $1,729,329
Escrow Account Liability$5,234,797$4,912,110▼ $322,687
Deferred Revenue$4,060,330$4,584,214▲ $523,884
Total Liabilities$139,363,288$135,223,719▼ $4,139,569
Net Assets / Fund Balance
Unrestricted Net Assets$433,621,542$446,350,824▲ $12,729,282
Temporarily Rstr Net Assets$388,637,000$383,402,880▼ $5,234,120
Permanently Rstr Net Assets$197,715,155$202,313,618▲ $4,598,463
Total Net Assets Fund Balance$1,019,973,697$1,032,067,322▲ $12,093,625
Total Liabilities and Net Assets / Fund Balance$1,159,336,985$1,167,291,041▲ $7,954,056

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$169,336,353$87,260,128$256,596,481
Equipment$14,218,144$71,517,509$85,735,653
Land$4,547,709-$4,547,709
Other Land Buildings$2,637,679-$2,637,679
Other Securities$60,087,302--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$794,308,177$10,255,124▲ $21,539,635$26,339,602$784,690,360
2014$704,714,660$13,311,856▲ $116,344,123$25,719,295$794,308,177
2013$651,655,398$11,900,109▲ $78,960,412$25,229,420$704,714,660
2012$666,402,763$2,774,503▲ $17,724,826$24,422,145$651,655,398
2011$582,570,193$9,469,250▲ $109,737,985$24,886,524$666,402,763
Compensation and Service Providers
Top Officer Pay13th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Steven G PoskanzerPresidentFT$403,107$152,368$555,475
Jason MatzChief Investment OfficerFT$346,100$35,615$381,715
Frederick a RogersVP & TreasurerFT$267,368$74,333$341,701
Beverly NagelDean of the CollegeFT$249,225$33,187$282,412
Thomas BonnerSecretaryFT$201,056$74,104$275,160
Andrew ChristensenDirector of Private MarketsFT$221,219$46,041$267,260
Susan SingerProfessor of Natural SciencesFT$137,713$84,019$221,732
Joel WeisbergProfessor of Physics and AstronomyFT$146,946$72,077$219,023
Louis E NewmanAssociate Dean of the CollegeFT$180,856$37,187$218,043
Paul ThiboutotVP, Dean of Admissions & Financial AidFT$184,156$32,657$216,813
Paul ThiboutotVP, Dean of Admissions & Financial a-$182,122$34,691$216,813
M H WagnerVP, Dean of StudentsFT$191,121$21,481$212,602

Board Members and Trustees

NameTitle
Jack W EugsterChair
Cathy PagliaVice Chair
Wally WeitzVice Chair
Alan C ThielTrustee
Arnold W DonaldTrustee
Arthur D KowaloffTrustee
Bill CraineTrustee
Bonnie J MelvilleTrustee
Bonnie M WheatonTrustee
Brad NordholmTrustee
Byron WhiteTrustee
Carol BarnettTrustee
David B Smith JrTrustee
David M DiamondTrustee
Elise M HolschuhTrustee
GARY T O'BRIENTrustee
Gary L SundemTrustee
James E JohnsonTrustee
John F HarrisTrustee
Justin B WenderTrustee
Leslie B KautzTrustee
Marilyn M MccoyTrustee
Mark R WilliamsTrustee
Maureen G GuptaTrustee
Michael HasenstabTrustee
Michael L WieboltTrustee
Michele JoyTrustee
Nina M ArchabalTrustee
Pamela Kiecker RoyallTrustee
William R MclaughlinTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Bon AppetitFood Service100 HAMILTON AVENUE STE 400, Palo Alto, CA 94301$8,545,148
Terra Generalcontractors LLCGeneral Contractor21025 COMMERCE BLVD, Rogers, MN 55374$2,557,625
River City BuildersGeneral Contractor98 MAIN STREET, Nerstrand, MN 55053$939,034
Bolger Publications INCPublishing2465 MOMENTUM PLACE, Chicago, IL 60689$582,015
Icon Constructors LLCBridge Contractor13498 COUNTY ROAD 28, Mabel, MN 55954$426,214
Revenue and Support

Revenue Composition

Contributions and Grants
$34,152,153
Program Service Revenue
$122,190,431
Investment Income
$54,280,032
Other Revenue
$-55,794
All Other Contributions
$29,348,848
Change in Net Assets
$41,593,694

Noncash Contribution Practices

Property subject to holding requirements
Yes
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
Yes

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded257$8,440,036Stock Market Quotes
Real Estate Residential3$4,358,807Appraisal
Securities Closely Held Stock2$385,555Appraisal
Works of Art26$84,000Appraisal
Total Noncash Contributions288$13,268,398-

Audited Revenue Reconciliation

Revenue per Audited Statements
$168,075,673
Revenue Not Reported on Financial Statements
$42,491,149
Revenue Not Reported on Form 990
$-28,291,248
Other Revenue Adjustments
$35,018,615
Total Revenue per Audited Statements
$139,784,425
Total Revenue per Form 990
$210,566,822
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$73,049,342
Other Expenses$60,467,139
Grants and Similar Amounts Paid$35,456,647
Total Fundraising Expense$8,464,757
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$46,962,106$3,823,653$3,750,272$54,536,031
Grants to Domestic Individuals$35,018,615--$35,018,615
Depreciation Depletion$10,255,994$260,708$10,624$10,527,326
Other Employee Benefits$6,879,991$520,919$712,857$8,113,767
Fees for Service Investment Mgmnt Fees-$7,472,534-$7,472,534
Travel$6,863,785$157,075$430,102$7,450,962
Office Expenses$4,372,224$925,367$1,128,884$6,426,475
Occupancy$5,993,576$25,360$239$6,019,175
Pension Plan Contributions$4,104,315$438,219$397,334$4,939,868
Payroll Taxes$3,237,862$302,650$282,923$3,823,435
All Other Expenses$3,255,614-$164,354$3,419,968
Fees for Services Other$2,302,613$258,650$540,112$3,101,375
Interest$2,802,067--$2,802,067
Other Expenses$1,567,916$507,395$30,324$2,105,635
Conferences and Meetings$846,097$231,554$572,866$1,650,517
Current Officers, Directors, Trustees, and Key Employees$173,688$1,055,773$406,780$1,636,241
Information Technology$1,121,148$34,641$17,524$1,173,313
Insurance$513,029$356,915$25$869,969
Grants to Domestic Orgs$438,032--$438,032
Fees for Services Legal-$94,731-$94,731
Fees for Services Accounting-$93,284-$93,284
Advertising$2,172$64,759$19,537$86,468
Total Functional Expenses$143,884,184$16,624,187$8,464,757$168,973,128

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$168,973,128
Total Expenses per Audited Statements$127,690,800
Expenses per Audited Statements$126,481,979
Expenses Not Reported on Financial Statements$42,491,149
Other Expense Adjustments$35,018,615
Expenses Not Reported on Form 990$1,208,821
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
City of NorthfieldNorthfield, MNGovt EntityCommunity Engagement$77,500
North Carolina State UniversityRaleigh, NC501(c)(3)NSF SUBAWARD - STEP CENTER: INTEGRATE$62,556
Educational Development Center IncWaltam, MA501(c)(3)NSF SUBAWARD - STEP CENTER: INTEGRATE$39,041
Penn State UniversityUniversity Park, PA501(c)(3)NSF SUBAWARD - STEP CENTER: INTEGRATE$37,165
Columbia UniversityNew York, NY501(c)(3)NSF SUBAWARD - STEP CENTER: INTEGRATE$35,411
National Couoncil for Science and the EnvironmentWashington, DC501(c)(3)NSF SUBAWARD - STEP CENTER: INTEGRATE$29,831
University of Nebraska - LincolnLincoln, NE501(c)(3)NSF SUBAWARD - STEP CENTER: INTEGRATE$22,796
University of Texas at El PasoElpaso, TX501(c)(3)NSF SUBAWARD - STEP CENTER: INTEGRATE$22,761
Central Washington UniversityEllensburg, WA501(c)(3)NSF SUBAWARD - STEP CENTER: INTEGRATE$19,587
Bowdoin CollegeBrunswick, ME501(c)(3)Nsf Subaward - Collaborative Research$18,592
Pasadena City CollegePasadena, CA501(c)(3)NSF SUBAWARD - STEP CENTER: INTEGRATE$16,753
Stanford UniversityPalo Alto, CA501(c)(3)NSF SUBAWARD - STEP CENTER: INTEGRATE$16,590
North Carolina State UniversityRaleigh, NC501(c)(3)Nsf Subaward - Collaborative Research$13,393
University of AkronAkron, OH501(c)(3)NSF SUBAWARD - STEP CENTER: INTEGRATE$11,005
Washington UniversitySt Louis, MD501(c)(3)Nsf Subaward - Collaborative Research$8,272
Western Washinton UniversityBellingham, WA501(c)(3)NSF SUBAWARD - STEP CENTER: INTEGRATE$6,779

International Summary

Offices
0
Employees
0
Spending
$265,614,535

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
Yes
Foreign partnership interest
Yes
Interest in foreign trust
No
Passive foreign investment company interest
Yes
Transfers to foreign corporations
Yes

International Activities

RegionActivityServicesOfficesEmployeesSpending
Central America and the CaribbeanInvestmentsN/a00$262,179,696
East Asia and the PacificProgram ServicesOff-campus Studies - Ecology Australia00$418,338
East Asia and the PacificProgram ServicesOff-campus Studies - New Media Japan00$406,275
EuropeProgram ServicesOff-campus Studies - History Rome00$362,862
EuropeProgram ServicesOff-campus Studies - Cambridge Economics00$295,753
EuropeProgram ServicesOff-campus Studies - Psychology Prague00$294,267
EuropeProgram ServicesOff-campus Studies - French Studies in Paris00$269,478
East Asia and the PacificProgram ServicesOff-campus Studies - Chinese Tianjin00$251,178
East Asia and the PacificProgram ServicesOff-campus Studies - Political Economy Se Asia00$248,366
South AmericaProgram ServicesOff-campus Studies - Peru00$239,188
EuropeProgram ServicesOff-campus Studies - Spanish Madrid00$218,601
EuropeProgram ServicesOff-campus Studies - Nyc & Europe00$218,480
EuropeProgram ServicesOff-campus Studies - Theater & Literature London00$212,053
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No

Reported Spending and Taxes

Line ItemAmount
Political Expenditures$0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Annuities Payable$23,717,939
Fair Value of Interest Rate Swap$1,197,690
Asset Retirement Obligation$1,109,628

Bond Issues

BondIssuerIssuedIssue PricePurpose
CMn Higher Education Facilities Authority Series 7d2010-06-29$31,962,105SEE PART VI
AMn Higher Education Facilities Authority Series 6d2005-04-13$31,460,000SEE PART VI
BMn Higher Education Facilities Authority Series 6t2008-12-04$19,294,728SEE PART VI

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
C$31,962,105-$3,932,105$337,859
A$31,460,000$28,123,498$13,690,000$336,501
B$19,294,728-$1,904,728$291,550

Bond Financing Compliance

No rebate due
No
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
Yes
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 A, Line 1

“The college's executive committee includes the chair of each board committee and the president. Between meetings of the board of trustees, the executive committee shall have general supervision of the administration and property of the college except that unless specifically empowered by the board of trustees to do so, it may not take any action inconsistent with a prior act of the board of trustees, alter bylaws, remove or appoint the president of the college, or take any action which has been reserved for the board.”

Form 990, Part VI, Section B, Line 11

“Management presented the form in its entirety to the audit committee of the board of trustees for their review prior to submitting it to the irs. The form 990 is also included on the board of trustees website and provided with the board materials for all board members to reference.”

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

“Officers, trustees, and key employees are required to annually disclose interests that could give rise to conflicts. Such interests include a list of family members, substantial business or investment holdings and other transactions or affiliations with businesses or other organizations. Transactions with parties with whom a conflicting interest exists may be undertaken only if all of the following are observed: 1) the conflicting interest is fully disclosed; 2) the person with the conflict of interest is excluded from the discussion and approval of such transactions; 3) a competitive bid for comparable valuation exists; and 4) the audit committee of the board of trustees has determined that the transaction is in the best interest of the organization.”

Form 990, Part VI, Section B, Line 15

“The president's compensation is determined annually by the human resources committee of the board of trustees. The committee uses a consulting firm to conduct an independent review of the president's compensation package. The review compares data from 25 of the college's peer institutions, as well as utilizing various salary surveys. The college uses the same consulting firm to review the following positions: vice president and treasurer, vice president of external relations, dean of the college, vice president and dean of admissions, vice president and dean of student, chief of staff and director of investments. The president submits his salary recommendations for these positions to the executive committee for approval. This process takes place annually; the last review of all executive positions last took place in june 2015.”

Form 990, Part VI, Section C, Line 19

“Carleton's governing documents, conflict of interest policy, and financial statements are available on the college's website and are available upon request.”

Filing and Contact Details

Filer

Filer Name
Carleton College
EIN
41-0694747
Phone
5072224000
Address
ONE NORTH COLLEGE STREET, NORTHFIELD, MN 55057

Signing Officer

Name
Frederick a Rogers
Title
VP & Treasurer
Phone
5072224000
Signed
2016-04-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Frederick a Rogers
Formed
1866
Legal Domicile
Mn
Voting Board Members
31
Independent Board Members
30
Employees
2,969
Volunteers
2,501

Preparer

Firm
Cliftonlarsonallen Llp
Address
220 SOUTH SIXTH STREET SUITE 300, MINNEAPOLIS, MN 55402
Preparer
Karen Gries
Phone
6123764500
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Unrealized gain on interest rate swap 403,802. Net change in annuity & life income funds -1,067,967.”

Financial Statement Notes

PART III, LINE 4:

“Carleton's art collection is for student research and study including college archives of institutionally significant treasures and library collections.”

PART IV, LINE 2B:

“The college reports on form 990, part x, line 21 amounts held for the perkins loan program that are refundable to the government and reported as a liability on the college's financial statements.”

PART V, LINE 4:

“Endowment funds are to support grants to students and the program services of the college.”

PART X, LINE 2:

“The college qualifies as a tax-exempt nonprofit organization under section 501(c)(3) of the internal revenue code and similar statutes of minnesota law. The college is subject to federal income tax only on net unrelated business income under the provisions of section 501(c)(3) of the internal revenue code. The college has evaluated its tax positions and determined it has no uncertain tax positions and has recorded no obligation for unrelated business income tax. No provisions for federal or state income taxes are required as of june 30, 2015.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Unrealized gain on interest rate swap 403,802. Net change in annuity & life income funds -1,067,967. Rental expenses 783,672. Bookstore cost of goods sold 425,149.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Grants to students 35,018,615.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Rental expenses 783,672. Bookstore cost of goods sold 425,149.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Grants to students 35,018,615.”

Raw XML AppendixShowing 400 of 1,673 raw XML fields

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

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt010968514
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt012697843
IRS990/AccountsReceivableGrp/BOYAmt01864147
IRS990/AccountsReceivableGrp/EOYAmt01831168
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE AN EXCEPTIONAL UNDERGRADUATE LIBERAL ARTS EDUCATION.
IRS990/AdvertisingGrp/FundraisingAmt019537
IRS990/AdvertisingGrp/ManagementAndGeneralAmt064759
IRS990/AdvertisingGrp/ProgramServicesAmt02172
IRS990/AdvertisingGrp/TotalAmt086468
IRS990/AllOtherContributionsAmt029348848
IRS990/AllOtherExpensesGrp/FundraisingAmt0164354
IRS990/AllOtherExpensesGrp/ProgramServicesAmt03255614
IRS990/AllOtherExpensesGrp/TotalAmt03419968
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0FREDERICK A ROGERS
IRS990/BooksInCareOfDetail/PhoneNum05072224000
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0ONE NORTH COLLEGE STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0NORTHFIELD
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd055057
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt038
IRS990/CollectionsOfArtInd01
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt0406780
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt01055773
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0173688
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt01636241
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/FundraisingAmt0572866
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt0231554
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0846097
IRS990/ConferencesMeetingsGrp/TotalAmt01650517
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt08545148
IRS990/ContractorCompensationGrp/CompensationAmt12557625
IRS990/ContractorCompensationGrp/CompensationAmt2939034
IRS990/ContractorCompensationGrp/CompensationAmt3582015
IRS990/ContractorCompensationGrp/CompensationAmt4426214
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0100 HAMILTON AVENUE STE 400
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt121025 COMMERCE BLVD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt298 MAIN STREET
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt32465 MOMENTUM PLACE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt413498 COUNTY ROAD 28
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0PALO ALTO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1ROGERS
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2NERSTRAND
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm3CHICAGO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm4MABEL
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1MN
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2MN
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd3IL
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd4MN
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd094301
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd155374
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd255053
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd360689
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd455954
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0BON APPETIT
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1TERRA GENERALCONTRACTORS LLC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2RIVER CITY BUILDERS
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt3BOLGER PUBLICATIONS INC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt4ICON CONSTRUCTORS LLC
IRS990/ContractorCompensationGrp/ServicesDesc0FOOD SERVICE
IRS990/ContractorCompensationGrp/ServicesDesc1GENERAL CONTRACTOR
IRS990/ContractorCompensationGrp/ServicesDesc2GENERAL CONTRACTOR
IRS990/ContractorCompensationGrp/ServicesDesc3PUBLISHING
IRS990/ContractorCompensationGrp/ServicesDesc4BRIDGE CONTRACTOR
IRS990/CostOfGoodsSoldAmt0425149
IRS990/CreditCounselingInd01
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt034152153
IRS990/CYGrantsAndSimilarPaidAmt035456647
IRS990/CYInvestmentIncomeAmt054280032
IRS990/CYOtherExpensesAmt060467139
IRS990/CYOtherRevenueAmt0-55794
IRS990/CYProgramServiceRevenueAmt0122190431
IRS990/CYRevenuesLessExpensesAmt041593694
IRS990/CYSalariesCompEmpBnftPaidAmt073049342
IRS990/CYTotalExpensesAmt0168973128
IRS990/CYTotalFundraisingExpenseAmt08464757
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0210566822
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd01
IRS990/DeductibleNonCashContriInd01
IRS990/DeferredRevenueGrp/BOYAmt04060330
IRS990/DeferredRevenueGrp/EOYAmt04584214
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/FundraisingAmt010624
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0260708
IRS990/DepreciationDepletionGrp/ProgramServicesAmt010255994
IRS990/DepreciationDepletionGrp/TotalAmt010527326
IRS990/Desc0INSTRUCTION: CARLETON COLLEGE EXISTS TO PROVIDE A HIGH QUALITY LIBERAL ARTS EDUCATION FOR YOUNG WOMEN AND MEN, PREPARING THEM FOR LEADERSHIP IN THEIR COMMUNITIES, COUNTRIES AND THE WORLD (2,005 STUDENTS). A STUDENT-FACULTY RATIO OF 9:1 SUPPORTS THEM WITH CLASSROOM, LABORATORY, OFF-CAMPUS STUDY AND RESEARCH OPPORTUNITIES. AVERAGE CLASS SIZE IS 18. OVER 70% OF THE GRADUATING CLASS OF 2015 PARTICIPATED IN A STUDY ABROAD PROGRAM DURING THEIR CARLETON EXPERIENCE. STUDENT FINANCIAL AID PROGRAMS - CARLETON MEETS 100% OF THE FINANCIAL NEED OF ALL ADMITTED STUDENTS TO ENSURE AFFORDABILITY AND ACCESSIBILITY; ACHIEVE CULTURAL, RACIAL, ETHNIC AND SOCIOECONOMIC DIVERSITY; AND FUND THE COMMITMENT TO GLOBALIZATION (1,804 STUDENTS).
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt02969
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/EscrowAccountInd00
IRS990/EscrowAccountLiabilityGrp/BOYAmt05234797
IRS990/EscrowAccountLiabilityGrp/EOYAmt04912110
IRS990/ExpenseAmt088150798
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditPerformedInd01
IRS990/FederalGrantAuditRequiredInd01
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt093284
IRS990/FeesForServicesAccountingGrp/TotalAmt093284
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt094731
IRS990/FeesForServicesLegalGrp/TotalAmt094731
IRS990/FeesForServicesOtherGrp/FundraisingAmt0540112
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0258650
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt02302613
IRS990/FeesForServicesOtherGrp/TotalAmt03101375
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt07472534
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt07472534
IRS990/ForeignActivitiesInd01
IRS990/ForeignCountryCd0ES
IRS990/ForeignCountryCd1FR
IRS990/ForeignCountryCd2GB
IRS990/ForeignCountryCd3NZ
IRS990/ForeignFinancialAccountInd01
IRS990/ForeignOfficeInd00
IRS990/Form8282FiledCnt02
IRS990/Form8282PropertyDisposedOfInd01
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt08.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt18.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt28.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt360.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt45.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt55.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt65.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt75.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt85.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt95.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt105.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt115.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt125.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt135.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt145.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt155.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt165.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt175.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt185.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt195.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt205.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt215.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt225.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt235.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt245.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt255.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt265.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt275.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt285.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt295.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt305.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt3160.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt3260.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt3360.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt3440.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt3540.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt3640.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt3740.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt3840.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt3940.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt4040.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
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/IndividualTrusteeOrDirectorInd26X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd27X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd28X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd29X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd30X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt3130981
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/OtherCompensationAmt260
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt270
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt280
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt290
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt300
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt3140830
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt3240608
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt3331603
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt3419759
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt3532657
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt3626270
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt3745391
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt3836155
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt3936070
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt4037015
IRS990/Form990PartVIISectionAGrp/PersonNm0JACK W EUGSTER
IRS990/Form990PartVIISectionAGrp/PersonNm1CATHY PAGLIA
IRS990/Form990PartVIISectionAGrp/PersonNm2WALLY WEITZ
IRS990/Form990PartVIISectionAGrp/PersonNm3STEVEN G POSKANZER
IRS990/Form990PartVIISectionAGrp/PersonNm4NINA M ARCHABAL
IRS990/Form990PartVIISectionAGrp/PersonNm5CAROL BARNETT
IRS990/Form990PartVIISectionAGrp/PersonNm6BILL CRAINE
IRS990/Form990PartVIISectionAGrp/PersonNm7DAVID M DIAMOND
IRS990/Form990PartVIISectionAGrp/PersonNm8ARNOLD W DONALD
IRS990/Form990PartVIISectionAGrp/PersonNm9MAUREEN G GUPTA
IRS990/Form990PartVIISectionAGrp/PersonNm10JOHN F HARRIS
IRS990/Form990PartVIISectionAGrp/PersonNm11MICHAEL HASENSTAB
IRS990/Form990PartVIISectionAGrp/PersonNm12ELISE M HOLSCHUH
IRS990/Form990PartVIISectionAGrp/PersonNm13JAMES E JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm14MICHELE JOY
IRS990/Form990PartVIISectionAGrp/PersonNm15LESLIE B KAUTZ
IRS990/Form990PartVIISectionAGrp/PersonNm16ARTHUR D KOWALOFF
IRS990/Form990PartVIISectionAGrp/PersonNm17MARILYN M MCCOY
IRS990/Form990PartVIISectionAGrp/PersonNm18WILLIAM R MCLAUGHLIN
IRS990/Form990PartVIISectionAGrp/PersonNm19BONNIE J MELVILLE
IRS990/Form990PartVIISectionAGrp/PersonNm20BRAD NORDHOLM
IRS990/Form990PartVIISectionAGrp/PersonNm21GARY T O'BRIEN
IRS990/Form990PartVIISectionAGrp/PersonNm22PAMELA KIECKER ROYALL
IRS990/Form990PartVIISectionAGrp/PersonNm23DAVID B SMITH JR
IRS990/Form990PartVIISectionAGrp/PersonNm24GARY L SUNDEM
IRS990/Form990PartVIISectionAGrp/PersonNm25ALAN C THIEL
IRS990/Form990PartVIISectionAGrp/PersonNm26JUSTIN B WENDER
IRS990/Form990PartVIISectionAGrp/PersonNm27BONNIE M WHEATON
IRS990/Form990PartVIISectionAGrp/PersonNm28BYRON WHITE
IRS990/Form990PartVIISectionAGrp/PersonNm29MICHAEL L WIEBOLT
IRS990/Form990PartVIISectionAGrp/PersonNm30MARK R WILLIAMS
IRS990/Form990PartVIISectionAGrp/PersonNm31THOMAS BONNER
IRS990/Form990PartVIISectionAGrp/PersonNm32FREDERICK A ROGERS
IRS990/Form990PartVIISectionAGrp/PersonNm33BEVERLY NAGEL
IRS990/Form990PartVIISectionAGrp/PersonNm34M H WAGNER
IRS990/Form990PartVIISectionAGrp/PersonNm35PAUL THIBOUTOT
IRS990/Form990PartVIISectionAGrp/PersonNm36JASON MATZ
IRS990/Form990PartVIISectionAGrp/PersonNm37ANDREW CHRISTENSEN
IRS990/Form990PartVIISectionAGrp/PersonNm38LOUIS E NEWMAN
IRS990/Form990PartVIISectionAGrp/PersonNm39SUSAN SINGER
IRS990/Form990PartVIISectionAGrp/PersonNm40JOEL WEISBERG
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt3424494
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/ReportableCompFromOrgAmt260
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt270
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt280
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt290
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt300
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt31234330
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt32301093
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt33250809
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt34192843
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt35184156
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt36355445
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt37221869
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt38181888
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt39185662
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40182008
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
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
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/ReportableCompFromRltdOrgAmt360
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt370
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt380
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt390
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt400
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,167,291,041
Liabilities
$135,223,719
Net assets
$1,032,067,322
Revenue
$210,566,822
Expenses
$168,973,128
Net income
$41,593,694
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.$1,727$162$1,565$297$240$56.5
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1,658$167$1,491$281$224$57.1
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,738$177$1,561$321$203$117
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,414$180$1,234$240$199$40.8
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,437$190$1,247$239$196$42.8
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,412$195$1,217$250$190$59.1
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,338$200$1,138$227$186$40.7
2016Detailed filing. Detailed filing data is available for this year.$1,142$132$1,010$214$177$36.3
2015Detailed filing. Detailed filing data is available for this year.$1,167$135$1,032$211$169$41.6
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,159$139$1,020$205$164$40.6
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1,055$143$912$181$159$21.9
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1,003$158$845$152
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1,021$167$853$146
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$908$173$735$141