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Nonprofiteer
← LAWRENCE UNIVERSITY OF WISCONSIN

Form 990 for tax year 2022

Filed by LAWRENCE UNIVERSITY OF WISCONSIN.

Totals

Total revenue
$115,800,251
Total expenses
$136,217,855
Contributions and grants received
$10,767,043
Grants paid
$52,355,657
Program services expenses (Part IX)
$118,615,091
Management and general expenses
$14,381,697
Fundraising expenses
$3,221,067
Program service expenses (Part III)
$118,615,091

Program services were 87.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • LAURIE CARTER

    PRESIDENT

    Total calculated
    $582,921
    From this org
    $482,591
    From related orgs
    $0
    Other
    $100,330
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $434,917
    Bonus
    $44,000
    Other
    $3,674
    Deferred
    $54,400
    Nontaxable benefits
    $45,930
    Filer's total
    $582,921

  • LOUIS B BUTLER JR

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • LYDIA HOWARTH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MANSCO PERRY III

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MARTHA J OLSON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • PETER M MUSSER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • KATY SCHWARTZ STREI

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ROBERT PERILLE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • SACHIN SHIVARAM

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • SARA QUANDT

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • SARAH E SCHOTT

    TRUSTEE, VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • SCOTT D MYERS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • SHELLEY A DAVIS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • SID AYABE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • SUSAN HALL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • TAMIKA FRANKLIN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • RICHARD G FESSLER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • WILLIAM J BAER

    TRUSTEE, SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • JON STELLMACHER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • IRENE STROHBEEN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ANTON R VALUKAS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • BARBARA LAWTON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • BREANNA SKEETS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • CHERYL KOPECKY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • CHRISTOPHER ANZALONE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • CHRISTOPHER MURRAY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • CORY L NETTLES

    TRUSTEE, CHAIR

    Total calculated
    $0
    Hours/week
    1

  • DAVID BLOWERS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DAVID KNAPP

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DEAN DUMONTHIER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DENNIS KLAESER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • EVAN BRAVOS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • FRANCESCA ROMERO SIEKMAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • FREDERICK FISHER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DANIEL T BUSIEL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • WILLIAM O HOCHKAMMER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ANNA PONDER

    VP FOR ADVANCEMENT

    Total calculated
    $0
    Hours/week
    40

  • KENNY YARBROUGH

    VP FOR DEI/ANTIRACISM

    Total calculated
    $0
    Hours/week
    40

  • MARY ALMA NOONAN

    VP FOR FINANCE & ADMINISTRATION

    Total calculated
    $242,849
    From this org
    $225,734
    From related orgs
    $0
    Other
    $17,115
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $119,734
    Bonus
    $1,000
    Other
    $105,000
    Deferred
    $9,772
    Nontaxable benefits
    $7,343
    Filer's total
    $242,849

  • PETER BLITSTEIN

    PROVOST AND DEAN OF FACULTY

    Total calculated
    $156,966
    From this org
    $134,859
    From related orgs
    $0
    Other
    $22,107
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $133,526
    Bonus
    $1,333
    Other
    $0
    Deferred
    $10,966
    Nontaxable benefits
    $11,141
    Filer's total
    $156,966

  • PHIL BETZ

    VP FOR ENROLLMENT MANAGEMENT

    Total calculated
    $0
    Hours/week
    40

  • SAMIR DATTA

    VP FOR FINANCE & ADMINISTRATION

    Total calculated
    $175,057
    From this org
    $175,057
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $175,057
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $175,057

  • CALVIN HUSMAN

    VP FOR ALUMNI AND DEVELOPMENT

    Total calculated
    $261,041
    From this org
    $206,505
    From related orgs
    $0
    Other
    $54,536
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $196,159
    Bonus
    $1,000
    Other
    $9,346
    Deferred
    $16,454
    Nontaxable benefits
    $38,082
    Filer's total
    $261,041

  • CHRIS CLARKE

    VP FOR STUDENT LIFE

    Total calculated
    $184,710
    From this org
    $144,879
    From related orgs
    $0
    Other
    $39,831
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $144,879
    Bonus
    $0
    Other
    $0
    Deferred
    $9,754
    Nontaxable benefits
    $30,077
    Filer's total
    $184,710

  • CHRISTOPER CARD

    VP FOR STUDENT LIFE

    Total calculated
    $146,824
    From this org
    $116,587
    From related orgs
    $0
    Other
    $30,237
    Hours/week
    40

  • ERIC MAYES

    VP FOR DEI

    Total calculated
    $221,275
    From this org
    $168,114
    From related orgs
    $0
    Other
    $53,161
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $167,114
    Bonus
    $1,000
    Other
    $0
    Deferred
    $14,340
    Nontaxable benefits
    $38,821
    Filer's total
    $221,275

  • KURT KREBSBACH

    PROFESSOR OF COMPUTER SCIENCE

    Total calculated
    $165,224
    From this org
    $123,777
    From related orgs
    $0
    Other
    $41,447
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $122,327
    Bonus
    $1,450
    Other
    $0
    Deferred
    $10,450
    Nontaxable benefits
    $30,997
    Filer's total
    $165,224

  • BRIAN PERTL

    DEAN OF THE CONSERVATORY OF MUSIC

    Total calculated
    $235,778
    From this org
    $184,026
    From related orgs
    $0
    Other
    $51,752
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $162,726
    Bonus
    $1,000
    Other
    $20,300
    Deferred
    $13,870
    Nontaxable benefits
    $37,882
    Filer's total
    $235,778

  • CHRISTYN ABARAY

    ASSISTANT TO THE PRESIDENT

    Total calculated
    $188,705
    From this org
    $143,682
    From related orgs
    $0
    Other
    $45,023
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $109,769
    Bonus
    $1,000
    Other
    $32,913
    Deferred
    $9,541
    Nontaxable benefits
    $35,482
    Filer's total
    $188,705

  • JEFFREY STANNARD

    ASSOC DEAN OF CONSERVATORY

    Total calculated
    $137,838
    From this org
    $124,180
    From related orgs
    $0
    Other
    $13,658
    Hours/week
    40

  • ERIC SCHACHT

    UNIVERSITY COUNSEL

    Total calculated
    $140,922
    From this org
    $126,720
    From related orgs
    $0
    Other
    $14,202
    Hours/week
    40

  • MARK BURSTEIN

    FORMER PRESIDENT

    Total calculated
    $236,980
    From this org
    $201,145
    From related orgs
    $0
    Other
    $35,835
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $1,000
    Other
    $200,145
    Deferred
    $20,849
    Nontaxable benefits
    $14,986
    Filer's total
    $236,980

  • CATHERINE KODAT

    FORMER PROVOST AND DEAN OF FACULTY

    Total calculated
    $362,772
    From this org
    $352,505
    From related orgs
    $0
    Other
    $10,267
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $129,145
    Bonus
    $1,000
    Other
    $222,360
    Deferred
    $10,267
    Nontaxable benefits
    $0
    Filer's total
    $362,772

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · Housing allowance or residence for personal use
  • 1a · Personal services (maid, chauffeur, chef)
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 1A
THE FOLLOWING INDIVIDUALS RECEIVED HOUSING ALLOWANCES INCLUDED IN THEIR 2022 CALENDAR TAXABLE COMPENSATION - - ERIC SCHACHT - BRIAN PERTL THE FOLLOWING INDIVIDUALS ARE REQUIRED TO LIVE ON UNIVERSITY PROPERTY AND RECEIVED HOUSING ALLOWANCES NOT INCLUDED IN THEIR 2022 CALENDAR TAXABLE COMPENSATION - - LAURIE CARTER - CHRISTOPHER CARD THE FOLLOWING INDIVIDUALS RECEIVED PERSONAL SERVICES FOR HANDYMAN AND LANDSCAPER SERVICES NOT INCLUDED IN THEIR 2022 CALENDAR TAXABLE COMPENSATION - - LAURIE CARTER
PART I, LINES 4A-B
LAWRENCE UNIVERSITY ESTABLISHED A 457(F) PLAN FOR THE PRESIDENT. LAURIE CARTER (CURRENT PRESIDENT) HAD EMPLOYER CONTRIBUTIONS TO THE 457(F) PLAN OF $30,000 FOR CALENDAR YEAR ENDED DECEMBER 31, 2022. MARK BURSTEIN RECEIVED SEVERANCE PAYMENTS OF $199,037 AS PART OF A TERMINAL SABBATICAL ARRANGEMENT FOR CALENDAR YEAR ENDED DECEMBER 31, 2022. CATHERINE KODAT RECEIVED SEVERANCE PAYMENTS OF $222,200 FOR CALENDAR YEAR ENDED DECEMBER 31, 2022. MARY ALMA NOONAN RECEIVED SEVERANCE PAYMENTS OF $105,000 FOR CALENDAR YEAR ENDED DECEMBER 31, 2022. CATHERINE KODAT RECEIVED VACATION PAYOUT OF $8,077 FOR CALENDAR YEAR ENDED DECEMBER 31, 2022. MARY ALMA NOONAN RECEIVED VACATION PAYOUT OF $8,456 FOR CALENDAR YEAR ENDED DECEMBER 31, 2022.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2022
Filed
8 February 2024
IRS schema version
2022v5.0
Source object
202440479349300914

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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