LAWRENCE UNIVERSITY OF WISCONSIN Charity Report

Public IRS 990 nonprofit record

LAWRENCE UNIVERSITY OF WISCONSIN

EIN 39-0806297 · Education (B420)

What they do

LAWRENCE UNIVERSITY of WISCONSIN, THROUGH ITS UNDERGRADUATE RESIDENTIAL COLLEGE and CONSERVATORY of MUSIC, EDUCATES STUDENTS IN THE LIBERAL ARTS and SCIENCES. THE UNIVERSITY is DEVOTED to EXCELLENCE and INTEGRITY IN ALL of ITS ACTIVITIES and COMMITTED to THE DEVELOPMENT of INTELLECT and TALENT, THE PURSUIT of KNOWLEDGE and UNDERSTANDING, THE CULTIVATION of SOUND JUDGMENT, and RESPECT for THE PERSPECTIVES of OTHERS. LAWRENCE PREPARES STUDENTS for LIVES of ACHIEVEMENT, RESPONSIBLE and MEANINGFUL CITIZENSHIP, LIFELONG LEARNING, and PERSONAL FULFILLMENT. AS A LEARNING COMMUNITY of SCHOLARS and ARTISTS WE ENGAGE EACH OTHER IN A TRANSFORMATIVE PROCESS THAT EMPHASIZES INDIVIDUALIZED LEARNING, SUPPORTED BY AN ENVIRONMENT of RICH EDUCATIONAL OPPORTUNITIES IN A RESIDENTIAL CAMPUS SETTING.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $85.80 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders52 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

93.27%of revenue went to mission work85.8% of expenses · Program services

2.36%of revenue went to fundraising2.2% of expenses

$108.69spent for every $100 of revenueSpending was higher than revenue this year.

13.07%of revenue went to management and office costs12.0% of expenses

$4.54in assets for every $1 spent this yearSome assets cannot be spent right away.

16.9%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Worth asking: Expenses exceeded revenue by $11,993,772 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $598,587 for LAURIE CARTER (PRESIDENT). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$137,939,503

Mission workProgram services$128,652,00293.27% of revenue85.8% of expenses

ManagementOffice and general costs$18,031,03313.07% of revenue12.0% of expenses

FundraisingAsking for donations$3,250,2402.36% of revenue2.2% of expenses

Total expenses$149,933,275108.69% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 85.8% mission · 12.0% management · 2.2% fundraisingTotal expenses: 108.69% of revenue

2023Expense mix: 87.0% mission · 10.4% management · 2.6% fundraisingTotal expenses: 92.22% of revenue

2022Expense mix: 87.1% mission · 10.6% management · 2.4% fundraisingTotal expenses: 117.63% of revenue

2021Expense mix: 88.8% mission · 8.9% management · 2.3% fundraisingTotal expenses: 83.59% of revenue

2020Expense mix: 88.2% mission · 9.4% management · 2.4% fundraisingTotal expenses: 90.02% of revenue

2019Expense mix: 87.6% mission · 9.7% management · 2.8% fundraisingTotal expenses: 98.31% of revenue

2018Expense mix: 87.9% mission · 9.1% management · 3.0% fundraisingTotal expenses: 93.30% of revenue

2017Expense mix: 84.9% mission · 12.1% management · 3.0% fundraisingTotal expenses: 64.36% of revenue

Money in and money out

Revenue$137,939,503

Expenses$149,933,275

Annual shortfall $11,993,772 Expenses were higher than revenue for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$128,652,002 · 85.8% of expenses

Management and office costs$18,031,033 · 12.0% of expenses

Fundraising$3,250,240 · 2.2% of expenses

See all reported dollar amounts

Revenue$137,939,503

Expenses$149,933,275

Assets$680,558,124

Income$193,478,019

Contributions$23,328,827

Mission work (program services)$128,652,002

Fundraising$3,250,240

Grants given$24,000

Average grant$12,000

Management and general$18,031,033

Stocks and bonds$232,630,614

Accounting fees$77,821

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

LAURIE CARTERPRESIDENT · 40 hrs/week $598,587Base $484,975 · Other $113,612

BRIAN PERTLDEAN OF CONSERVATORY OF MUSIC · 40 hrs/week $338,081Base $202,990 · Other $135,091

CALVIN D HUSMANNSENIOR PRINCIPAL GIFT OFFICER · 40 hrs/week $320,471Base $222,526 · Other $97,945

SAMIR DATTAVP, FINANCE & ADMINISTRATION · 40 hrs/week $319,312Base $281,907 · Other $37,405

ERIC SCHACHTUNIVERSITY COUNSEL · 40 hrs/week $274,688Base $178,229 · Other $96,459

CHRIS CLARKEVP, STUDENT LIFE · 40 hrs/week $273,809Base $178,839 · Other $94,970

CHRISTYN ABARAYVP, CHIEF OF STAFF, SECRETARY TO THE BOARD · 40 hrs/week $263,818Base $169,342 · Other $94,476

PETER BLITSTEINPROVOST & DEAN OF THE FACULTY · 40 hrs/week $245,623Base $199,124 · Other $46,499

MATTHEW R STONEKINGPROFESSOR OF PHYSICS · 40 hrs/week $225,179Base $136,082 · Other $89,097

AMY WILSONVP, UNIVERSITY ADVANCEMENT · 40 hrs/week $214,460Base $159,353 · Other $55,107

LYNSEY SCHWABROWASSOCIATE VP OF FINANCE · 40 hrs/week $214,200Base $170,649 · Other $43,551

PHIL BETZVP, ENROLLMENT MANAGEMENT · 40 hrs/week $200,761Base $139,707 · Other $61,054

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (52)

LAURIE CARTERPRESIDENT

BRIAN PERTLDEAN OF CONSERVATORY OF MUSIC

CALVIN D HUSMANNSENIOR PRINCIPAL GIFT OFFICER

SAMIR DATTAVP, FINANCE & ADMINISTRATION

ERIC SCHACHTUNIVERSITY COUNSEL

CHRIS CLARKEVP, STUDENT LIFE

CHRISTYN ABARAYVP, CHIEF OF STAFF, SECRETARY TO THE BOARD

PETER BLITSTEINPROVOST & DEAN OF THE FACULTY

MATTHEW R STONEKINGPROFESSOR OF PHYSICS

AMY WILSONVP, UNIVERSITY ADVANCEMENT

LYNSEY SCHWABROWASSOCIATE VP OF FINANCE

PHIL BETZVP, ENROLLMENT MANAGEMENT

ALISON SCOTT-WILLIAMSEXECUTIVE VP & COO

KENNY YARBROUGHVP, DEI & SUPPORT SERVICES

ANNA PONDERVP, UNIVERSITY ADVANCEMENT

WILLIAM O HOCHKAMMERTRUSTEE

LYDIA HOWARTHTRUSTEE

MARTHA J OLSONTRUSTEE

PETER M MUSSERTRUSTEE

RICHARD MOSERTRUSTEE

RICHARD G FESSLERTRUSTEE

ROBERT PERILLETRUSTEE

SACHIN SHIVARAMTRUSTEE

SARA QUANDTTRUSTEE

SARAH E SCHOTTTRUSTEE

SCOTT D MYERSBOARD CHAIR

SHELLEY A DAVISTRUSTEE

SIDNEY AYABETRUSTEE

SUSAN HALLTRUSTEE

TAMIKA FRANKLINTRUSTEE

WILLIAM J BAERBOARD VICE CHAIR

LISA BECKETTRUSTEE

ANTON R VALUKASTRUSTEE

BARBARA LAWTONTRUSTEE

BREANNA A SKEETSTRUSTEE

CHERYL KOPECKYTRUSTEE

CHRISTOPHER ANZALONETRUSTEE

CHRISTOPHER MURRAYTRUSTEE

CORY L NETTLESTRUSTEE

DAVID BLOWERSTRUSTEE

DAVID KNAPPTRUSTEE

DAVID SHEPARDTRUSTEE

DEAN DUMONTHIERTRUSTEE

EVAN BRAVOSTRUSTEE

FRANCESCA ROMERO SIEKMANTRUSTEE

FREDERICK FISHERTRUSTEE

IRENE STROHBEENTRUSTEE

JAMES GANDRETRUSTEE

JON STELLMACHERTRUSTEE

JOSEPH Y AHMADTRUSTEE

KATY SCHWARTZ STREITRUSTEE

LOUIS B BUTLER JRTRUSTEE

About this charity

Recognized since: January 1965
Location: 711 E BOLDT WAY, APPLETON, WI 54911-5690
County: Outagamie
In care of: BRIAN FOSS
Primary officer: BRIAN FOSS, VP FOR FINANCE AND ADMINISTRATION

How to reach them

WebsiteVisit the charity’s website Phone(920) 832-7000

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
Tax preparer: CLIFTONLARSONALLEN LLP
NTEE classification: Education (B420)
Grant-giving organization: Yes