Civic Intelligence

Carleton College

990 • Fiscal year 2016 • EIN 41-0694747

Jul 01, 2015 to Jun 30, 2016 • Filed on Apr 26, 2017

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.

2016 filings • 501(c)3 • $1B+ nonprofits • Source year 2016

Liabilities / Revenue

38th percentile

0.62x

Higher debt load relative to revenue than 38% of similar nonprofits.

2016 filings • 501(c)3 • $1B+ nonprofits • Source year 2016

Net Margin

84th percentile

17%

Higher net margin than 84% of similar nonprofits.

2016 filings • 501(c)3 • $1B+ nonprofits • Source year 2016

Top Officer Pay

11th percentile

$564,140

Higher top officer pay than 11% of similar nonprofits.

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

2016 filings • 501(c)3 • $1B+ nonprofits • Source year 2016

Asset Growth

21st percentile

-2.1%

Faster asset growth than 21% of similar nonprofits.

2016 filings • 501(c)3 • $1B+ nonprofits • Annualized from 2015 to 2016

Revenue Growth

39th percentile

1.4%

Faster revenue growth than 39% of similar nonprofits.

2016 filings • 501(c)3 • $1B+ nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets15th percentile

Assets

Down

$1,142,319,776

Down $24,971,265 (-2.1%) from 2015

Net Assets

Down

$1,010,401,298

Down $21,666,024 (-2.1%) from 2015

Liabilities

Down

$131,918,478

Down $3,305,241 (-2.4%) from 2015

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin84th percentile

Revenue

Up

$213,596,975

Up $3,030,153 (+1.4%) from 2015

Expenses

Up

$177,272,864

Up $8,299,736 (+4.9%) from 2015

Net Income

Down

$36,324,111

Down $5,269,583 (-13%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth21st 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

2016

Assets$1,142,319,776
Liabilities$131,918,478
Net Assets$1,010,401,298
Open 2016 Filing

Operations Trend

Revenue Growth39th 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

2016

Revenue$213,596,975
Expenses$177,272,864
Net Income$36,324,111
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Apr 26, 2017
Return Version
2015v3.0
Gross Receipts
$220,517,789
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$541,877,221$537,167,573▼ $4,709,648
Investments in Publicly Traded Securities$349,667,138$336,776,790▼ $12,890,348
Land, Buildings, and Equipment, Net$190,739,885$197,292,961▲ $6,553,076
Savings and Temporary Cash Investments$55,685,874$33,033,981▼ $22,651,893
Pledges and Grants Receivable$3,711,275$14,638,536▲ $10,927,261
Investments Program Related$8,035,438$8,354,379▲ $318,941
Accounts Receivable$1,831,168$2,226,853▲ $395,685
Prepaid Expenses and Deferred Charges$2,949,102$1,147,671▼ $1,801,431
Inventories for Sale or Use$560,177$557,225▼ $2,952
Total Assets$1,167,291,041$1,142,319,776▼ $24,971,265
Other Assets Total$12,233,763$11,123,807▼ $1,109,956
Liabilities
Tax Exempt Bond Liabilities$87,004,295$82,393,033▼ $4,611,262
Other Liabilities$26,025,257$24,054,957▼ $1,970,300
Accounts Payable and Accrued Expenses$12,697,843$15,707,346▲ $3,009,503
Deferred Revenue$4,584,214$5,228,516▲ $644,302
Escrow Account Liability$4,912,110$4,534,626▼ $377,484
Total Liabilities$135,223,719$131,918,478▼ $3,305,241
Net Assets / Fund Balance
Unrestricted Net Assets$446,350,824$436,292,714▼ $10,058,110
Temporarily Rstr Net Assets$383,402,880$365,682,211▼ $17,720,669
Permanently Rstr Net Assets$202,313,618$208,426,373▲ $6,112,755
Total Net Assets Fund Balance$1,032,067,322$1,010,401,298▼ $21,666,024
Total Liabilities and Net Assets / Fund Balance$1,167,291,041$1,142,319,776▼ $24,971,265

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$168,902,665$91,516,093$260,418,758
Equipment$14,287,983$74,814,199$89,102,182
Other Land Buildings$9,489,760-$9,489,760
Land$4,612,553-$4,612,553
Other Securities$56,499,589--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$784,690,360$7,573,357▼ $9,371,797$27,138,149$739,622,548
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
Compensation and Service Providers
Top Officer Pay11th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Steven G PoskanzerPresidentFT$417,602$146,538$564,140
Jason MatzChief Investment OfficerFT$360,162$37,026$397,188
Frederick a RogersTreasurerFT$278,245$77,554$355,799
Thomas BonnerSecretaryFT$274,354$74,226$348,580
Beverly NagelDean of the CollegeFT$266,068$36,371$302,439
Andrew ChristensenDirector of Private MarketsFT$232,391$46,444$278,835
Joel WeisbergProfessor of Physics and AstronomyFT$156,725$75,739$232,464
Paul ThiboutotVP and Dean of Admissions and Financial AidFT$192,352$34,205$226,557
Paul ThiboutotVP and Dean of Admissions and Financ-$190,768$35,789$226,557
Louis E NewmanAssociate Dean of the CollegeFT$188,237$35,223$223,460
Susan SingerProfessor of Natural SciencesFT$143,794$77,445$221,239
M H WagnerVP for Student Development and Dean of StudentsFT$177,609$23,886$201,495
M H WagnerVP for Student Development and Dean-$175,887$25,608$201,495

Board Members and Trustees

NameTitle
Jack W EugsterChair
Cathy PagliaVice Chair
Wally WeitzVice Chair
Alison Von KlempererTrustee
Arthur D KowaloffTrustee
Bill CraineTrustee
Bonnie J MelvilleTrustee
Bonnie M WheatonTrustee
Brad NordholmTrustee
Byron WhiteTrustee
Carol BarnettTrustee
David B Smith JrTrustee
Elise M HolschuhTrustee
GARY T O'BRIENTrustee
Gary L SundemTrustee
James E JohnsonTrustee
John F HarrisTrustee
Justin B WenderTrustee
Leslie B KautzTrustee
Mark ApplebaumTrustee
Mark R WilliamsTrustee
Martha H KaemmerTrustee
Maureen G GuptaTrustee
Michael HasenstabTrustee
Michael L WieboltTrustee
Michele JoyTrustee
Pamela Kiecker RoyallTrustee
Richard R KracumTrustee
Steven C ParrishTrustee
William P SterlingTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Bon AppetitFood Service100 HAMILTON AVE STE 400, Palo Alto, CA 94301$8,712,493
Terra General Contractors LLCGeneral Contractor21025 COMMERCE BLVD, Rogers, MN 55374$5,080,274
River City BuildersGeneral Contractor98 MAIN ST, Nerstrand, MN 55053$1,550,814
Mcgough Construction CoGeneral Contractor2737 FAIRVIEW AVE N, St Paul, MN 55113$792,675
Eyp Architecture & Engineering PCGeneral Contractor257 FULLER RD FIRST FL, Albany, NY 12203$729,929
Revenue and Support

Revenue Composition

Contributions and Grants
$40,592,157
Program Service Revenue
$124,741,488
Investment Income
$48,757,226
Other Revenue
$-493,896
All Other Contributions
$36,193,565
Change in Net Assets
$36,324,111

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded167$6,144,103Fair Market Value (FMV)
Real Estate Residential1$233,000Appraisal
Works of Art2$109,000Appraisal
Total Noncash Contributions170$6,486,103-

Audited Revenue Reconciliation

Revenue per Audited Statements
$168,939,652
Revenue Not Reported on Financial Statements
$44,657,323
Revenue Not Reported on Form 990
$-56,990,098
Other Revenue Adjustments
$36,927,917
Total Revenue per Audited Statements
$111,949,554
Total Revenue per Form 990
$213,596,975
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$79,058,041
Other Expenses$60,497,481
Grants and Similar Amounts Paid$37,717,342
Total Fundraising Expense$9,634,554
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$49,282,180$4,054,840$4,272,435$57,609,455
Grants to Domestic Individuals$36,927,917--$36,927,917
Depreciation Depletion$10,469,917$380,569$10,624$10,861,110
Other Employee Benefits$8,858,968$649,042$1,031,232$10,539,242
Travel$7,142,838$196,853$491,918$7,831,609
Fees for Service Investment Mgmnt Fees-$7,729,406-$7,729,406
Occupancy$5,379,537$487,991$40,243$5,907,771
Pension Plan Contributions$4,276,792$472,793$440,320$5,189,905
Office Expenses$2,702,226$677,758$1,345,795$4,725,779
Payroll Taxes$3,419,724$314,649$314,495$4,048,868
Fees for Services Other$2,805,474$269,078$545,972$3,620,524
Interest$2,693,156--$2,693,156
Other Expenses$1,747,611$501,836$20,874$2,270,321
Current Officers, Directors, Trustees, and Key Employees$142,389$1,105,130$423,052$1,670,571
Conferences and Meetings$837,207$248,258$535,445$1,620,910
Information Technology$1,107,026$18,311$1,822$1,127,159
Insurance$504,802$385,583-$890,385
Grants to Domestic Orgs$789,425--$789,425
Fees for Services Legal-$212,000-$212,000
Fees for Services Accounting-$120,447-$120,447
Advertising-$55,873$22,742$78,615
Total Functional Expenses$149,462,733$18,175,577$9,634,554$177,272,864

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$177,272,864
Total Expenses per Audited Statements$133,615,578
Expenses per Audited Statements$132,615,541
Expenses Not Reported on Financial Statements$44,657,323
Other Expense Adjustments$36,927,917
Expenses Not Reported on Form 990$1,000,037
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Penn State UniversityUniversity Park, PA501(c)(3)NSF SUBAWARD - STEP CENTER/INTEGRATE: SEE PART IV$243,252
Columbia UniversityNew York, NY501(c)(3)NSF SUBAWARD - STEP CENTER/INTEGRATE: SEE PART IV$79,327
City of NorthfieldNorthfield, MNGovt EntityCommunity Engagement$78,000
University of Texas at El PasoEl Paso, TX501(c)(3)NSF SUBAWARD - STEP CENTER/INTEGRATE: SEE PART IV$37,649
National Council for Science and the EnvironmentWashington, DC501(c)(3)NSF SUBAWARD - STEP CENTER/INTEGRATE: SEE PART IV$34,360
State of South DakotaVermillion, SD501(c)(3)NSF SUBAWARD - STEP CENTER/INTEGRATE: SEE PART IV$30,000
Board of Directors of the University of IllinoisUrbana, IL501(c)(3)NSF SUBAWARD - STEP CENTER/INTEGRATE: SEE PART IV$25,277
Stanford UniversityPalo Alto, CA501(c)(3)NSF SUBAWARD - STEP CENTER/INTEGRATE: SEE PART IV$25,215
North Carolina State UniversityRaleigh, NC501(c)(3)NSF SUBAWARD - STEP CENTER/INTEGRATE: SEE PART IV$25,063
University of Nebraska - LincolnLincoln, NE501(c)(3)NSF SUBAWARD - STEP CENTER/INTEGRATE: SEE PART IV$22,947
Corporation of Mercer UniversityMacon, GA501(c)(3)NSF SUBAWARD - STEP CENTER/INTEGRATE: SEE PART IV$22,439
California State University Chico Research FoundationLong Beach, CA501(c)(3)NSF SUBAWARD - STEP CENTER/INTEGRATE: SEE PART IV$22,302
Gustavus AdolphusSaint Peter, MN501(c)(3)NSF SUBAWARD - STEP CENTER/INTEGRATE: SEE PART IV$21,938
Central Washington UniversityEllensburg, WA501(c)(3)NSF SUBAWARD - STEP CENTER/INTEGRATE: SEE PART IV$20,681
Incorporated Research Institutions for Science (iris) ConsortiumWashington, DC501(c)(3)NSF SUBAWARD - STEP CENTER/INTEGRATE: SEE PART IV$18,366
Bowdoin CollegeBrunswick, ME501(c)(3)NSF SUBAWARD - COLLABORATIVE RESEARCH: ON THE CUTTING EDGE$17,607
Washington UniversitySt Louis, MD501(c)(3)NSF SUBAWARD - COLLABORATIVE RESEARCH: ON THE CUTTING EDGE$17,212
Pasadena City CollegePasadena, CA501(c)(3)NSF SUBAWARD - STEP CENTER/INTEGRATE: SEE PART IV$14,893
Western Washinton UniversityBellingham, WA501(c)(3)NSF SUBAWARD - STEP CENTER/INTEGRATE: SEE PART IV$14,669
Wittenberg UniversitySpringfield, OH501(c)(3)NSF SUBAWARD - STEP CENTER/INTEGRATE: SEE PART IV$7,500
Middle Tennessee State UniversityMurfreesbro, TN501(c)(3)NSF SUBAWARD - STEP CENTER/INTEGRATE: SEE PART IV$6,130
North Carolina State UniversityRaleigh, NC501(c)(3)NSF SUBAWARD - COLLABORATIVE RESEARCH: ON THE CUTTING EDGE$4,597

International Summary

Offices
0
Employees
0
Spending
$218,027,706

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$214,739,331
East Asia and the PacificProgram ServicesOff-campus Studies - Biology, Australia00$366,347
EuropeProgram ServicesOff-campus Studies - German Studies, Germany00$365,173
EuropeProgram ServicesOff-campus Studies - Sports & Globalization, London00$363,559
EuropeProgram ServicesOff-campus Studies - Geology, New Zealand00$329,254
EuropeProgram ServicesOff-campus Studies - Economics, Cambridge00$315,415
EuropeProgram ServicesOff-campus Studies - Theater & Literature, London00$230,325
EuropeProgram ServicesOff-campus Studies - Ireland Literature, Ireland00$221,609
EuropeProgram ServicesOff-campus Studies - French Studies, Paris00$221,582
East Asia and the PacificProgram ServicesOff-campus Studies - New Media, Japan00$218,003
Sub-saharan AfricaProgram ServicesOff-campus Studies - Tanzania00$211,225
EuropeProgram ServicesOff-campus Studies - Spanish, Madrid00$181,045
North AmericaProgram ServicesOff-campus Studies - Guatemala00$166,982
EuropeProgram ServicesOff-campus Studies - Language & Culture, Russia00$97,856
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$21,953,884
Asset Retirement Obligation$1,139,803
Fair Value of Interest Rate Swap$961,270

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-$4,572,105$337,859
A$31,460,000$28,123,498$16,455,000$336,501
B$19,294,728-$2,344,728$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 2016.”

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
2017-04-26
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
2,916
Volunteers
2,934

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 236,420. Net change in annuity & life income funds -449,096.”

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, 2016.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Unrealized gain on interest rate swap 236,420. Net change in annuity & life income funds -449,096. Rental expenses 1,000,037.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Grants to students 36,927,917.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Rental expenses 1,000,037.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Grants to students 36,927,917.”

Raw XML AppendixShowing 400 of 1,728 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.

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IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt012697843
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt015707346
IRS990/AccountsReceivableGrp/BOYAmt01831168
IRS990/AccountsReceivableGrp/EOYAmt02226853
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IRS990/ActivityOrMissionDesc0TO PROVIDE AN EXCEPTIONAL UNDERGRADUATE LIBERAL ARTS EDUCATION.
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IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0BON APPETIT
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1TERRA GENERAL CONTRACTORS LLC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2RIVER CITY BUILDERS
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt3MCGOUGH CONSTRUCTION CO
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt4EYP ARCHITECTURE & ENGINEERING PC
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IRS990/ContractorCompensationGrp/ServicesDesc2GENERAL CONTRACTOR
IRS990/ContractorCompensationGrp/ServicesDesc3GENERAL CONTRACTOR
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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 (1,967 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 2016 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 (1,770 STUDENTS).
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IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
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IRS990/Form990PartVIISectionAGrp/TitleTxt3PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,142,319,776
Liabilities
$131,918,478
Net assets
$1,010,401,298
Revenue
$213,596,975
Expenses
$177,272,864
Net income
$36,324,111
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
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • $1B+ nonprofits