Civic Intelligence

Carleton College

990 • Fiscal year 2017 • EIN 41-0694747

Jul 01, 2016 to Jun 30, 2017 • Filed on May 04, 2018

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

22nd percentile

0.15x

Higher debt load relative to assets than 22% of similar nonprofits.

2017 filings • 501(c)3 • $1B+ nonprofits • Source year 2017

Liabilities / Revenue

63rd percentile

0.88x

Higher debt load relative to revenue than 63% of similar nonprofits.

2017 filings • 501(c)3 • $1B+ nonprofits • Source year 2017

Net Margin

78th percentile

18%

Higher net margin than 78% of similar nonprofits.

2017 filings • 501(c)3 • $1B+ nonprofits • Source year 2017

Top Officer Pay

13th percentile

$572,534

Higher top officer pay than 13% of similar nonprofits.

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

2017 filings • 501(c)3 • $1B+ nonprofits • Source year 2017

Asset Growth

86th percentile

17%

Faster asset growth than 86% of similar nonprofits.

2017 filings • 501(c)3 • $1B+ nonprofits • Annualized from 2016 to 2017

Revenue Growth

44th percentile

6.2%

Faster revenue growth than 44% of similar nonprofits.

2017 filings • 501(c)3 • $1B+ nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Up

$1,337,663,855

Up $195,344,079 (+17%) from 2016

Net Assets

Up

$1,137,892,573

Up $127,491,275 (+13%) from 2016

Liabilities

Up

$199,771,282

Up $67,852,804 (+51%) from 2016

Revenue And Expenses
Liabilities / Revenue63rd percentileNet Margin78th percentile

Revenue

Up

$226,779,800

Up $13,182,825 (+6.2%) from 2016

Expenses

Up

$186,053,185

Up $8,780,321 (+5.0%) from 2016

Net Income

Up

$40,726,615

Up $4,402,504 (+12%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth86th 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

2017

Assets$1,337,663,855
Liabilities$199,771,282
Net Assets$1,137,892,573
Open 2017 Filing

Operations Trend

Revenue Growth44th 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

2017

Revenue$226,779,800
Expenses$186,053,185
Net Income$40,726,615
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 4, 2018
Return Version
2016v3.0
Gross Receipts
$242,345,870
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$537,167,573$533,896,893▼ $3,270,680
Investments in Publicly Traded Securities$336,776,790$426,423,853▲ $89,647,063
Land, Buildings, and Equipment, Net$197,292,961$229,261,602▲ $31,968,641
Savings and Temporary Cash Investments$33,033,981$44,183,083▲ $11,149,102
Pledges and Grants Receivable$14,638,536$23,973,849▲ $9,335,313
Investments Program Related$8,354,379$7,262,341▼ $1,092,038
Prepaid Expenses and Deferred Charges$1,147,671$2,672,049▲ $1,524,378
Accounts Receivable$2,226,853$2,078,110▼ $148,743
Inventories for Sale or Use$557,225$560,700▲ $3,475
Total Assets$1,142,319,776$1,337,663,855▲ $195,344,079
Other Assets Total$11,123,807$67,351,375▲ $56,227,568
Liabilities
Tax Exempt Bond Liabilities$82,393,033$150,446,229▲ $68,053,196
Other Liabilities$24,054,957$23,342,602▼ $712,355
Accounts Payable and Accrued Expenses$15,707,346$16,049,238▲ $341,892
Deferred Revenue$5,228,516$5,421,008▲ $192,492
Escrow Account Liability$4,534,626$4,512,205▼ $22,421
Total Liabilities$131,918,478$199,771,282▲ $67,852,804
Net Assets / Fund Balance
Unrestricted Net Assets$436,292,714$485,850,306▲ $49,557,592
Temporarily Rstr Net Assets$365,682,211$423,902,358▲ $58,220,147
Permanently Rstr Net Assets$208,426,373$228,139,909▲ $19,713,536
Total Net Assets Fund Balance$1,010,401,298$1,137,892,573▲ $127,491,275
Total Liabilities and Net Assets / Fund Balance$1,142,319,776$1,337,663,855▲ $195,344,079

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$171,882,222$97,042,377$268,924,599
Equipment$12,858,517$77,609,139$90,467,656
Other Land Buildings$39,909,292-$39,909,292
Land$4,611,571-$4,611,571
Other Assets Org$54,525,462--
Other Securities$59,905,635--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$739,622,548$30,968,061▲ $110,876,006$27,960,493$837,308,012
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
Compensation and Service Providers
Top Officer Pay13th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Steven G PoskanzerPresidentFT$434,819$137,715$572,534
Jason Matz Left 111916Chief Investment OfficerFT$347,611$34,647$382,258
Thomas BonnerVP for External RelationsFT$309,160$60,545$369,705
Frederick a RogersVP and TreasurerFT$287,650$78,234$365,884
Beverly NagelDean of the CollegeFT$281,469$40,502$321,971
Andrew Christensen Left 31117Director of Private MarketsFT$247,442$48,873$296,315
Paul ThiboutotVP and Dean of Admissions and Financial AidFT$199,694$37,089$236,783
Paul ThiboutotVP and Dean of Admissions and Financ-$196,646$40,137$236,783
Carolyn H LivingstonVP for Student Development and Dean of StudentsFT$178,617$48,210$226,827
Carolyn H LivingstonVP for Student Development and Dean-$178,377$48,450$226,827
Joel M WeisbergProfessor of Physics and AstronomyFT$148,544$74,403$222,947
Julie J NeiworthProfessor of Natural Sciences and PsychologyFT$172,562$44,877$217,439
Julie J NeiworthProfessor of Natural Sciences and Ps-$140,108$77,331$217,439
Steven K SpehnDirector of Facilities and Capital PlanningFT$175,161$33,620$208,781
Steven K SpehnDirector of Facilities and Capital P-$174,129$34,652$208,781

Board Members and Trustees

NameTitle
Wallace R WeitzChair
Carol BarnettVice Chair
Martha H KaemmerVice Chair
Alison Von KlempererTrustee
Arnold DonaldTrustee
Arthur D KowaloffTrustee
Bill CraineTrustee
Bonnie M WheatonTrustee
Brad NordholmTrustee
Byron WhiteTrustee
David B SmithTrustee
Frances SpanglerTrustee
GARY T O'BRIENTrustee
Gary L SundemTrustee
John F HarrisTrustee
John YoungbloodTrustee
Justin B WenderTrustee
Laird MccullochTrustee
Mark S ApplebaumTrustee
Mckay BarraTrustee
Michael HasenstabTrustee
Michele JoyTrustee
Nick PuzakTrustee
Pamel Kiecker RoyallTrustee
Richard R KracumTrustee
Rolf PetersTrustee
Steven ParrishTrustee
William SterlingTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Mcgough Construction CoGeneral Contractor2737 FAIRVIEW AVE N, St Paul, MN 55113$9,099,350
Bon AppetitFood Service100 HAMILTON AVE STE 400, Palo Alto, CA 94301$8,763,680
Terra General Contractors LLCGeneral Contractor21025 COMMERCE BLVD, Rogers, MN 55374$5,106,532
Eyp Architecture & Engineering PCGeneral Contractor257 FULLER RD FIRST FL, Albany, NY 12203$1,462,825
River City BuildersGeneral Contractor98 MAIN ST, Nerstrand, MN 55053$1,328,373
Revenue and Support

Revenue Composition

Contributions and Grants
$59,994,718
Program Service Revenue
$131,225,363
Investment Income
$35,648,695
Other Revenue
$-88,976
All Other Contributions
$55,246,525
Change in Net Assets
$40,726,615

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$11,693,358Fair Market Value (FMV)
Real Estate Residential1$2,880,000Appraisal
Works of Art2$181,100Appraisal
Total Noncash Contributions170$14,754,458-

Audited Revenue Reconciliation

Revenue per Audited Statements
$178,208,993
Revenue Not Reported on Financial Statements
$48,570,807
Revenue Not Reported on Form 990
$87,371,706
Other Revenue Adjustments
$40,390,536
Total Revenue per Audited Statements
$265,580,699
Total Revenue per Form 990
$226,779,800
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$81,207,964
Other Expenses$63,419,782
Grants and Similar Amounts Paid$41,425,439
Total Fundraising Expense$10,344,150
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$51,204,354$3,781,708$4,680,770$59,666,832
Grants to Domestic Individuals$40,390,536--$40,390,536
Depreciation Depletion$10,478,153$306,755$13,553$10,798,461
Other Employee Benefits$8,699,429$504,227$1,022,553$10,226,209
Travel$7,739,962$171,860$556,098$8,467,920
Fees for Service Investment Mgmnt Fees-$8,180,271-$8,180,271
Occupancy$5,979,176$268,160$30,000$6,277,336
Pension Plan Contributions$4,489,029$446,195$487,190$5,422,414
Office Expenses$2,852,462$1,197,385$1,176,384$5,226,231
Fees for Services Other$3,289,468$294,706$724,321$4,308,495
Payroll Taxes$3,477,231$308,632$351,947$4,137,810
Interest$3,388,052--$3,388,052
All Other Expenses$3,451,633$-230,106$146,057$3,367,584
Conferences and Meetings$777,350$362,824$656,955$1,797,129
Current Officers, Directors, Trustees, and Key Employees$147,878$1,170,020$436,801$1,754,699
Other Expenses$961,978$587,358$24,017$1,573,353
Information Technology$1,166,727$20,995$17,399$1,205,121
Grants to Domestic Orgs$1,034,903--$1,034,903
Insurance$517,575$373,562-$891,137
Fees for Services Legal-$129,128-$129,128
Fees for Services Accounting-$105,332-$105,332
Advertising-$68,773$20,105$88,878
Total Functional Expenses$157,661,250$18,047,785$10,344,150$186,053,185

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$186,053,185
Total Expenses per Audited Statements$138,089,424
Expenses per Audited Statements$137,482,378
Expenses Not Reported on Financial Statements$48,570,807
Other Expense Adjustments$40,390,536
Expenses Not Reported on Form 990$607,046
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
North Carolina State UniversityRaleigh, NC501(c)(3)NSF SUBAWARD - STEP CENTER/INTEGRATE: SEE PART IV$211,302
Columbia UniversityNew York, NY501(c)(3)NSF SUBAWARD - STEP CENTER/INTEGRATE: SEE PART IV$114,383
Penn State UniversityUniversity Park, PA501(c)(3)NSF SUBAWARD - STEP CENTER/INTEGRATE: SEE PART IV$113,297
City of NorthfieldNorthfield, MNGovt EntityCommunity Engagement$78,000
Clafin UniversityOrangeburg, SC501(c)(3)NSF SUBAWARD - STEP CENTER/INTEGRATE: SEE PART IV$47,994
Savannah State UniversitySavannah, GA501(c)(3)NSF SUBAWARD - STEP CENTER/INTEGRATE: SEE PART IV$42,966
Wittenberg UniversitySpringfield, OH501(c)(3)NSF SUBAWARD - STEP CENTER/INTEGRATE: SEE PART IV$41,322
University of Northern ColoradoGreeley, CO501(c)(3)NSF SUBAWARD - STEP CENTER/INTEGRATE: SEE PART IV$37,357
Middle Tennessee State UniversityMurfreesbro, TN501(c)(3)NSF SUBAWARD - STEP CENTER/INTEGRATE: SEE PART IV$36,663
The University of TexasEl Paso, TX501(c)(3)NSF SUBAWARD - STEP CENTER/INTEGRATE: SEE PART IV$32,017
Shippensburg University of PaShippensburg, PA501(c)(3)NSF SUBAWARD - STEP CENTER/INTEGRATE: SEE PART IV$31,365
University of Nebraska - LincolnLincoln, NE501(c)(3)NSF SUBAWARD - STEP CENTER/INTEGRATE: SEE PART IV$27,080
Central Washington UniversityEllensburg, WA501(c)(3)NSF SUBAWARD - STEP CENTER/INTEGRATE: SEE PART IV$22,600
The Corporation of Mercer UniversityMacon, GA501(c)(3)NSF SUBAWARD - STEP CENTER/INTEGRATE: SEE PART IV$20,579
National Council for Science and the EnvironmentWashington, DC501(c)(3)NSF SUBAWARD - STEP CENTER/INTEGRATE: SEE PART IV$20,446
Western Washinton UniversityBellingham, WA501(c)(3)NSF SUBAWARD - STEP CENTER/INTEGRATE: SEE PART IV$18,145
Grand Valley State UniversityAllendale, MI501(c)(3)NSF SUBAWARD - STEP CENTER/INTEGRATE: SEE PART IV$17,150
The Csu Chico Research FoundationChico, CA501(c)(3)NSF SUBAWARD - STEP CENTER/INTEGRATE: SEE PART IV$15,659
Williams CollegeWilliamstown, MA501(c)(3)NSF SUBAWARD - STEP CENTER/INTEGRATE: SEE PART IV$14,707
The Board of Trustees - University of IllinoisChicago, IL501(c)(3)NSF SUBAWARD - STEP CENTER/INTEGRATE: SEE PART IV$14,255
State of South DakotaVermillion, SD501(c)(3)NSF SUBAWARD - STEP CENTER/INTEGRATE: SEE PART IV$12,929
Pasadena City CollegePasadena, CA501(c)(3)NSF SUBAWARD - STEP CENTER/INTEGRATE: SEE PART IV$11,092
North Carolina State UniversityRaleigh, NC501(c)(3)NSF SUBAWARD - COLLABORATIVE RESEARCH: ON THE CUTTING EDGE$10,545
Gustavus AdolphusSaint Peter, MN501(c)(3)NSF SUBAWARD - STEP CENTER/INTEGRATE: SEE PART IV$10,405
Stanford UniversityPalo Alto, CA501(c)(3)NSF SUBAWARD - STEP CENTER/INTEGRATE: SEE PART IV$7,886
The Incorporated Research Institutions for Seismology (iris) ConsortiumWashington, DC501(c)(3)NSF SUBAWARD - STEP CENTER/INTEGRATE: SEE PART IV$7,113
Unavco IncBoulder, CO501(c)(3)Nsf Subaward - Engaging Local Communities in Geoscience Pathways$4,676
University of IllinoisChicago, IL501(c)(3)NSF SUBAWARD - STEP CENTER/INTEGRATE: SEE PART IV$4,180
University of California-berkeleyBerkeley, CA501(c)(3)Nsf Subaward - Engaging Local Communities in Geoscience Pathways$3,683
University of Northern ColoradoGreeley, CO501(c)(3)NSF SUBAWARD - STEP CENTER/INTEGRATE: SEE PART IV$3,524
American Geophysical UnionWashington, DC501(c)(3)Nsf Subaward - Engaging Local Communities in Geoscience Pathways$1,890
University of Texas at El PasoElpaso, TX501(c)(3)NSF SUBAWARD - STEP CENTER/INTEGRATE: SEE PART IV$-307

International Summary

Offices
0
Employees
0
Spending
$239,029,797

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
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$234,882,472
Middle East and North AfricaProgram ServicesOcs - Buddhist Studies in Bodh Gaya00$472,249
East Asia and the PacificProgram ServicesOcs - Ecology in Australia00$416,626
EuropeProgram ServicesOcs - History, Religion and Urban Change in Rome00$362,283
East Asia and the PacificProgram ServicesOcs - Studio Art in South Pacific00$357,705
EuropeProgram ServicesOcs - Cross Cultural Psychology in Prague00$313,745
South AmericaProgram ServicesOcs - Society, Culture and Language in Peru00$307,196
EuropeProgram ServicesOcs - Digital Photography and New Media in Europe00$275,944
EuropeProgram ServicesOcs - French Studies in Paris00$260,078
EuropeProgram ServicesOcs - Cambridge Economics00$259,387
Middle East and North AfricaProgram ServicesOcs - Globalization and Local Responses in India00$224,372
EuropeProgram ServicesOcs - English Theater and Literature in London00$204,495
East Asia and the PacificProgram ServicesOcs - Gardens, Landscape, and the Built Environment in Japan00$197,250
EuropeProgram ServicesOCS - COMPARATIVE WOMEN'S & GENDER STUDIES IN EUROPE00$178,251
EuropeProgram ServicesOcs - Spanish Studies in Madrid00$149,936
Sub-saharan AfricaProgram ServicesOcs - Cameroon Arts and Culture - West Africa00$86,747
Middle East and North AfricaProgram ServicesOcs - Sustainable Energy Principles & Practice in India00$30,445
South AmericaProgram ServicesOcs - Cinema & Cultural Change in Chile and Argentina00$27,816
East Asia and the PacificProgram ServicesOcs - Geologoy and Natural History in Tasmania00$22,800
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$21,128,437
Asset Retirement Obligation$1,731,368
Fair Value of Interest Rate Swap$482,797

Bond Issues

BondIssuerIssuedIssue PricePurpose
BMn Higher Education Facilities Authority Series 20172017-05-24$124,900,000SEE PART VI
AMn Higher Education Facilities Authority Series 6d2005-04-13$31,460,000SEE PART VI

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
B$139,670,300$45,913,688-$756,612
A$31,460,000$28,123,498$19,295,000$336,501

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 11B

“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. Individuals with an identified conflict of interest are restricted in how they are allowed to proceed with the transaction. The individuals are allowed to participate in the discussion, but not allowed to vote on the transaction.”

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 2017.”

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
2018-05-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Frederick a Rogers
Formed
1866
Legal Domicile
Mn
Voting Board Members
30
Independent Board Members
29
Employees
2,993
Volunteers
3,149

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 478,473. Net change in annuity & life income funds -2,453,139.”

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, 2017.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Unrealized gain on interest rate swap 478,473. Net change in annuity & life income funds -2,453,139. Rental expenses 607,046.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Grants to students 40,390,536.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“RENTAL EXPENSES 607,046.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Grants to students 40,390,536.”

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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/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,337,663,855
Liabilities
$199,771,282
Net assets
$1,137,892,573
Revenue
$226,779,800
Expenses
$186,053,185
Net income
$40,726,615
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
2017Detailed filing. Detailed filing data is available for this year.$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. 2017 filings • 501(c)3 • $1B+ nonprofits