LAKELAND UNIVERSITY Charity Report

Public IRS 990 nonprofit record

LAKELAND UNIVERSITY

EIN 39-0821861 · Education (B420)

What they do

LAKELAND UNIVERSITY EDUCATES INDIVIDUALS of DIVERSE BACKGROUNDS, PREPARING THEM to THINK CRITICALLY, to COMMUNICATE EFFECTIVELY, to SUCCEED PROFESSIONALLY, and to LEAD ETHICAL, PURPOSEFUL, and FULFILLING LIVES. ROOTED IN THE VALUES of THE UNITED CHURCH of CHRIST, LAKELAND INTEGRATES THE LIBERAL ARTS and EXPERIENTIAL LEARNING to DEVELOP THE WHOLE PERSON for SUCCESS IN A DYNAMIC, MULTI-FACETED WORLD.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $88.30 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 leaders36 people are listed in the latest report.

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

Money made simple

97.36%of revenue went to mission work88.3% of expenses · Program services

1.18%of revenue went to fundraising1.1% of expenses

$110.22spent for every $100 of revenueSpending was higher than revenue this year.

11.68%of revenue went to management and office costs10.6% of expenses

$1.91in assets for every $1 spent this yearSome assets cannot be spent right away.

9.5%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 $4,284,536 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $229,814 for ELIZABETH BORGEN (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$41,929,731

Mission workProgram services$40,820,96697.36% of revenue88.3% of expenses

ManagementOffice and general costs$4,896,65611.68% of revenue10.6% of expenses

FundraisingAsking for donations$496,6451.18% of revenue1.1% of expenses

Total expenses$46,214,267110.22% 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: 88.3% mission · 10.6% management · 1.1% fundraisingTotal expenses: 110.22% of revenue

2023Expense mix: 87.6% mission · 11.8% management · 0.6% fundraisingTotal expenses: 103.79% of revenue

2022Expense mix: 91.4% mission · 7.7% management · 0.9% fundraisingTotal expenses: 117.37% of revenue

2021Expense mix: 91.6% mission · 7.7% management · 0.8% fundraisingTotal expenses: 98.25% of revenue

2020Expense mix: 91.3% mission · 7.8% management · 0.9% fundraisingTotal expenses: 101.68% of revenue

2019Expense mix: 89.6% mission · 8.7% management · 1.8% fundraisingTotal expenses: 96.87% of revenue

2018Expense mix: 90.7% mission · 7.7% management · 1.6% fundraisingTotal expenses: 92.32% of revenue

2017Expense mix: 90.7% mission · 7.8% management · 1.5% fundraisingTotal expenses: 96.26% of revenue

Money in and money out

Revenue$41,929,731

Expenses$46,214,267

Annual shortfall $4,284,536 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)$40,820,966 · 88.3% of expenses

Management and office costs$4,896,656 · 10.6% of expenses

Fundraising$496,645 · 1.1% of expenses

See all reported dollar amounts

Revenue$41,929,731

Expenses$46,214,267

Assets$88,360,427

Income$57,187,228

Contributions$3,974,525

Mission work (program services)$40,820,966

Fundraising$496,645

Management and general$4,896,656

Stocks and bonds$28,039,654

Accounting fees$99,652

Investing fees$108,053

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

ELIZABETH BORGENPRESIDENT · 50 hrs/week $229,814Base $221,524 · Other $8,290

LEILI AFSAH HEJRIASST. PROFESSOR, CHEMISTRY & FSQ · 50 hrs/week $159,675Base $131,879 · Other $27,796

JOSHUA KUTNEYVP ACAD. AFFAIRS, DEAN OF COLLEGE · 50 hrs/week $157,483Base $155,220 · Other $2,263

JAMES JONESVP OF HUMAN RESOURCES · 50 hrs/week $152,154Base $140,203 · Other $11,951

JONATHAN FELDVP OF ENROLLMENT MANAGEMENT · 50 hrs/week $146,991Base $127,918 · Other $19,073

APRIL ARVANPROF. SPORT MGMT, ASSOC. DIR. ATH. · 50 hrs/week $137,133Base $128,167 · Other $8,966

JOHN YANGDIR. OF THE CTR OF TEACHER EXC. · 50 hrs/week $121,095Base $111,194 · Other $9,901

GREG RUTZENVP OF ADVANCEMENT · 50 hrs/week $119,085Base $115,911 · Other $3,174

BRIAN FRINKVP OF LUJ & DEAN BUS./SCI./TECH. · 50 hrs/week $117,300Base $97,650 · Other $19,650

BRITANNI MEINNERTASSOC VP OF COOPERATIVE EDUCATION · 50 hrs/week $114,309Base $105,304 · Other $9,005

PAUL PICKHARDTDEAN OF SCI., TECH., & EDU · 50 hrs/week $114,177Base $112,578 · Other $1,599

LENORA STUCKMANNVP OF FINANCE & OPERATIONS, CFO · 50 hrs/week $105,502Base $87,826 · Other $17,676

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 (36)

ELIZABETH BORGENPRESIDENT

LEILI AFSAH HEJRIASST. PROFESSOR, CHEMISTRY & FSQ

JOSHUA KUTNEYVP ACAD. AFFAIRS, DEAN OF COLLEGE

JAMES JONESVP OF HUMAN RESOURCES

JONATHAN FELDVP OF ENROLLMENT MANAGEMENT

APRIL ARVANPROF. SPORT MGMT, ASSOC. DIR. ATH.

JOHN YANGDIR. OF THE CTR OF TEACHER EXC.

GREG RUTZENVP OF ADVANCEMENT

BRIAN FRINKVP OF LUJ & DEAN BUS./SCI./TECH.

BRITANNI MEINNERTASSOC VP OF COOPERATIVE EDUCATION

PAUL PICKHARDTDEAN OF SCI., TECH., & EDU

LENORA STUCKMANNVP OF FINANCE & OPERATIONS, CFO

LAURA ROENTIZTRUSTEE (THROUGH OCTOBER 2024)

TRYG JACOBSONTRUSTEE

LOLA ROEHTRUSTEE

MICHAEL KLEINTRUSTEE

PAUL BARTELTVICE CHAIRPERSON

PAUL GRIFFINTRUSTEE

REV STEPHEN SAVIDESTRUSTEE (THROUGH OCTOBER 2024)

RICHARD GAUMERTRUSTEE

ROBERT LOFFREDOTRUSTEE

STUART BROTZTRUSTEE

KEONA JONESTRUSTEE

KASHOUA KRISTY YANGTRUSTEE

JULIA KLIMKOVICHTRUSTEE

JEFFREY SPENCECHAIRPERSON

IRVIN KAAGETRUSTEE

DEBRA ANSAYTRUSTEE

DAVID SENTYTRUSTEE

CORY BOUCKTRUSTEE

CAITLIN BROTZ-MCNITTTRUSTEE (THROUGH OCTOBER 2024)

BRIAN BADURATRUSTEE

BONITA GRAFFSECRETARY, TREASURER

BENJAMIN DUKETRUSTEE

BARBARA LOGAN SMITHTRUSTEE

BARBARA LAMUETRUSTEE

About this charity

Recognized since: January 1957
Location: W3718 SOUTH DR, PLYMOUTH, WI 53073
County: Sheboygan
In care of: ELIZABETH BORGEN
Primary officer: ELIZABETH BORGEN, PRESIDENT

How to reach them

WebsiteVisit the charity’s website Phone(920) 565-1000

Filing and classification

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