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Nonprofit · EIN 39-0806297

LAWRENCE UNIVERSITY OF WISCONSIN

Also known as NORTHERN TRUST CO

Tax-exempt · APPLETON, WI 54911

Financials

$115.8M$136.2M2022$154.4M$142.4M2023$137.9M$149.9M2024
Revenue Expenses · by fiscal year end
Financials of LAWRENCE UNIVERSITY OF WISCONSIN by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$137,939,503$149,933,275-$11,993,772$680,558,124$112,501,110$568,057,014
June 30, 2024990$154,435,664$142,427,937$12,007,727$653,817,525$103,355,274$550,462,251
June 30, 2023990$115,800,251$136,217,855-$20,417,604$593,158,843$79,382,947$513,775,896
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$23,328,827
of which government grants
$417,971
Program service revenue
$97,757,459
Investment income
$16,109,511
Net rental income
$16,539
Net gain from sales of assets
$9,058,467
Net income from fundraising events
-$5,741
Net income from gaming
$14,975
Other revenue
$743,706

Expenses

Grants and similar amounts paid
$55,311,537
Compensation of officers, directors and key employees
$2,504,637
Other salaries and wages
$37,196,357
Salaries, compensation and benefits (total)
$50,551,538
Professional fundraising fees
$0
Legal fees
$108,064
Accounting fees
$77,821
Occupancy
$4,469,736
Travel
$3,442,411
Depreciation
$8,899,046
Program services (functional)
$128,652,002
Management and general (functional)
$18,031,033
Fundraising (functional)
$3,250,240

Balance sheet and other

Total assets, start of year
$653,817,525
Total assets, end of year
$680,558,124
Total liabilities, end of year
$112,501,110
Net assets, end of year
$568,057,014
Land, buildings and equipment
$168,753,781
Publicly traded securities
$232,630,614
Net assets without donor restrictions
$109,522,092
Net assets with donor restrictions
$458,534,922
Gross receipts
$193,478,019
Employees
1,747
Volunteers
500
Year formed
1847
State of legal domicile
WI

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
LAURIE CARTERPRESIDENT
Trustee or director, Officer
40$484,975$113,612
BRIAN PERTLDEAN OF CONSERVATORY OF MUSIC
Key employee
40$202,990$135,091
CALVIN D HUSMANNSENIOR PRINCIPAL GIFT OFFICER
Highest-paid employee
40$222,526$97,945
SAMIR DATTAVP, FINANCE & ADMINISTRATION
Officer
40$281,907$37,405
ERIC SCHACHTUNIVERSITY COUNSEL
Key employee
40$178,229$96,459
CHRIS CLARKEVP, STUDENT LIFE
Officer
40$178,839$94,970
CHRISTYN ABARAYVP, CHIEF OF STAFF, SECRETARY TO THE BOARD
Key employee
40$169,342$94,476
PETER BLITSTEINPROVOST & DEAN OF THE FACULTY
Officer
40$199,124$46,499
MATTHEW R STONEKINGPROFESSOR OF PHYSICS
Highest-paid employee
40$136,082$89,097
AMY WILSONVP, UNIVERSITY ADVANCEMENT
Officer
40$159,353$55,107
LYNSEY SCHWABROWASSOCIATE VP OF FINANCE
Highest-paid employee
40$170,649$43,551
PHIL BETZVP, ENROLLMENT MANAGEMENT
Highest-paid employee
40$139,707$61,054
ALISON SCOTT-WILLIAMSEXECUTIVE VP & COO
Officer
40$155,256$23,688
KENNY YARBROUGHVP, DEI & SUPPORT SERVICES
Officer
40$122,571$27,910
ANNA PONDERVP, UNIVERSITY ADVANCEMENT
Highest-paid employee
40$138,503$8,755
37 more people on this return
NameTitleHours / weekCompensation
SCOTT D MYERSBOARD CHAIR
Trustee or director, Officer
1$0
WILLIAM J BAERBOARD VICE CHAIR
Trustee or director, Officer
1$0
JOSEPH Y AHMADTRUSTEE
Trustee or director
1$0
CHRISTOPHER ANZALONETRUSTEE
Trustee or director
1$0
SIDNEY AYABETRUSTEE
Trustee or director
1$0
LISA BECKETTRUSTEE
Trustee or director
1$0
DAVID BLOWERSTRUSTEE
Trustee or director
1$0
EVAN BRAVOSTRUSTEE
Trustee or director
1$0
LOUIS B BUTLER JRTRUSTEE
Trustee or director
1$0
SHELLEY A DAVISTRUSTEE
Trustee or director
1$0
DEAN DUMONTHIERTRUSTEE
Trustee or director
1$0
RICHARD G FESSLERTRUSTEE
Trustee or director
1$0
FREDERICK FISHERTRUSTEE
Trustee or director
1$0
TAMIKA FRANKLINTRUSTEE
Trustee or director
1$0
JAMES GANDRETRUSTEE
Trustee or director
1$0
SUSAN HALLTRUSTEE
Trustee or director
1$0
WILLIAM O HOCHKAMMERTRUSTEE
Trustee or director
1$0
LYDIA HOWARTHTRUSTEE
Trustee or director
1$0
RICHARD MOSERTRUSTEE
Trustee or director
1$0
DAVID KNAPPTRUSTEE
Trustee or director
1$0
CHERYL KOPECKYTRUSTEE
Trustee or director
1$0
BARBARA LAWTONTRUSTEE
Trustee or director
1$0
CHRISTOPHER MURRAYTRUSTEE
Trustee or director
1$0
PETER M MUSSERTRUSTEE
Trustee or director
1$0
CORY L NETTLESTRUSTEE
Trustee or director
1$0
MARTHA J OLSONTRUSTEE
Trustee or director
1$0
ROBERT PERILLETRUSTEE
Trustee or director
1$0
SARA QUANDTTRUSTEE
Trustee or director
1$0
SARAH E SCHOTTTRUSTEE
Trustee or director
1$0
DAVID SHEPARDTRUSTEE
Trustee or director
1$0
SACHIN SHIVARAMTRUSTEE
Trustee or director
1$0
FRANCESCA ROMERO SIEKMANTRUSTEE
Trustee or director
1$0
BREANNA A SKEETSTRUSTEE
Trustee or director
1$0
IRENE STROHBEENTRUSTEE
Trustee or director
1$0
JON STELLMACHERTRUSTEE
Trustee or director
1$0
KATY SCHWARTZ STREITRUSTEE
Trustee or director
1$0
ANTON R VALUKASTRUSTEE
Trustee or director
1$0
990 for the year ended June 30, 2024: 44 people
NameTitleHours / weekCompensationOther / benefits
LAURIE CARTERPRESIDENT
Trustee or director, Officer
40$490,701$113,412
SAMIR DATTAVP FOR FINANCE & ADMINISTRATION
Officer
40$284,983$14,513
CALVIN HUSMANVP FOR ALUMNI AND DEVELOPMENT
Officer
40$211,466$41,017
ANNA PONDERVP FOR UNIVERSITY ADVANCEMENT
Highest-paid employee
40$216,359$14,122
BRIAN PERTLDEAN OF THE CONSERVATORY OF MUSIC
Highest-paid employee
40$204,553$23,621
ERIC SCHACHTUNIVERSITY COUNSEL
Highest-paid employee
40$192,438$29,451
PETER BLITSTEINPROVOST AND DEAN OF FACULTY
Officer
40$179,891$22,522
CHRIS CLARKEVP FOR STUDENT LIFE
Officer
40$162,325$37,855
CHRISTYN ABARAYVP, CHIEF OF STAFF
Highest-paid employee
40$146,178$34,094
STEVEN ARMSTRONGDIR. OF IT
Highest-paid employee
40$120,845$26,578
KENNY YARBROUGHVP FOR DEI/ANTIRACISM
Officer
40$131,628$11,416
WILLIAM O HOCHKAMMERTRUSTEE
Trustee or director
1$0$0
WILLIAM J BAERTRUSTEE, SECRETARY
Trustee or director, Officer
1$0$0
DAVID BLOWERSTRUSTEE
Trustee or director
1$0$0
CHRISTOPHER MURRAYTRUSTEE
Trustee or director
1$0$0
CHERYL KOPECKYTRUSTEE
Trustee or director
1$0$0
IRENE STROHBEENTRUSTEE
Trustee or director
1$0$0
BREANNA SKEETSTRUSTEE
Trustee or director
1$0$0
KATY SCHWARTZ STREITRUSTEE
Trustee or director
1$0$0
MARTHA J OLSONTRUSTEE
Trustee or director
1$0$0
BARBARA LAWTONTRUSTEE
Trustee or director
1$0$0
ANTON R VALUKASTRUSTEE
Trustee or director
1$0$0
ABIR SENTRUSTEE
Trustee or director
1$0$0
CHRISTOPHER ANZALONETRUSTEE
Trustee or director
1$0$0
SARA QUANDTTRUSTEE
Trustee or director
1$0$0
DEAN DUMONTHIERTRUSTEE
Trustee or director
1$0$0
SARAH E SCHOTTTRUSTEE, VICE CHAIR
Trustee or director, Officer
1$0$0
EVAN BRAVOSTRUSTEE
Trustee or director
1$0$0
RICHARD MOSERTRUSTEE
Trustee or director
1$0$0
FRANCESCA ROMERO SIEKMANTRUSTEE
Trustee or director
1$0$0
PETER M MUSSERTRUSTEE
Trustee or director
1$0$0
JON STELLMACHERTRUSTEE
Trustee or director
1$0$0
ROBERT PERILLETRUSTEE
Trustee or director
1$0$0
RICHARD G FESSLERTRUSTEE
Trustee or director
1$0$0
CORY L NETTLESTRUSTEE, CHAIR
Trustee or director, Officer
1$0$0
TAMIKA FRANKLINTRUSTEE
Trustee or director
1$0$0
SUSAN HALLTRUSTEE
Trustee or director
1$0$0
SHELLEY A DAVISTRUSTEE
Trustee or director
1$0$0
DAVID KNAPPTRUSTEE
Trustee or director
1$0$0
LYDIA HOWARTHTRUSTEE
Trustee or director
1$0$0
SCOTT D MYERSTRUSTEE
Trustee or director
1$0$0
FREDERICK FISHERTRUSTEE
Trustee or director
1$0$0
DAVID SHEPARDTRUSTEE
Trustee or director
1$0$0
LOUIS B BUTLER JRTRUSTEE
Trustee or director
1$0$0
990 for the year ended June 30, 2023: 53 people
NameTitleHours / weekCompensationOther / benefits
LAURIE CARTERPRESIDENT
Trustee or director, Officer
40$482,591$100,330
CATHERINE KODATFORMER PROVOST AND DEAN OF FACULTY
Former
40$352,505$10,267
CALVIN HUSMANVP FOR ALUMNI AND DEVELOPMENT
Officer
40$206,505$54,536
MARY ALMA NOONANVP FOR FINANCE & ADMINISTRATION
Officer
40$225,734$17,115
MARK BURSTEINFORMER PRESIDENT
Former
40$201,145$35,835
BRIAN PERTLDEAN OF THE CONSERVATORY OF MUSIC
Highest-paid employee
40$184,026$51,752
ERIC MAYESVP FOR DEI
Officer
40$168,114$53,161
CHRISTYN ABARAYASSISTANT TO THE PRESIDENT
Highest-paid employee
40$143,682$45,023
CHRIS CLARKEVP FOR STUDENT LIFE
Officer
40$144,879$39,831
SAMIR DATTAVP FOR FINANCE & ADMINISTRATION
Officer
40$175,057$0
KURT KREBSBACHPROFESSOR OF COMPUTER SCIENCE
Highest-paid employee
40$123,777$41,447
PETER BLITSTEINPROVOST AND DEAN OF FACULTY
Officer
40$134,859$22,107
CHRISTOPER CARDVP FOR STUDENT LIFE
Officer
40$116,587$30,237
ERIC SCHACHTUNIVERSITY COUNSEL
Highest-paid employee
40$126,720$14,202
JEFFREY STANNARDASSOC DEAN OF CONSERVATORY
Highest-paid employee
40$124,180$13,658
LOUIS B BUTLER JRTRUSTEE
Trustee or director
1$0$0
LYDIA HOWARTHTRUSTEE
Trustee or director
1$0$0
MANSCO PERRY IIITRUSTEE
Trustee or director
1$0$0
MARTHA J OLSONTRUSTEE
Trustee or director
1$0$0
PETER M MUSSERTRUSTEE
Trustee or director
1$0$0
KATY SCHWARTZ STREITRUSTEE
Trustee or director
1$0$0
ROBERT PERILLETRUSTEE
Trustee or director
1$0$0
SACHIN SHIVARAMTRUSTEE
Trustee or director
1$0$0
SARA QUANDTTRUSTEE
Trustee or director
1$0$0
SARAH E SCHOTTTRUSTEE, VICE CHAIR
Trustee or director, Officer
1$0$0
SCOTT D MYERSTRUSTEE
Trustee or director
1$0$0
SHELLEY A DAVISTRUSTEE
Trustee or director
1$0$0
SID AYABETRUSTEE
Trustee or director
1$0$0
SUSAN HALLTRUSTEE
Trustee or director
1$0$0
TAMIKA FRANKLINTRUSTEE
Trustee or director
1$0$0
RICHARD G FESSLERTRUSTEE
Trustee or director
1$0$0
WILLIAM J BAERTRUSTEE, SECRETARY
Trustee or director, Officer
1$0$0
JON STELLMACHERTRUSTEE
Trustee or director
1$0$0
IRENE STROHBEENTRUSTEE
Trustee or director
1$0$0
ANTON R VALUKASTRUSTEE
Trustee or director
1$0$0
BARBARA LAWTONTRUSTEE
Trustee or director
1$0$0
BREANNA SKEETSTRUSTEE
Trustee or director
1$0$0
CHERYL KOPECKYTRUSTEE
Trustee or director
1$0$0
CHRISTOPHER ANZALONETRUSTEE
Trustee or director
1$0$0
CHRISTOPHER MURRAYTRUSTEE
Trustee or director
1$0$0
CORY L NETTLESTRUSTEE, CHAIR
Trustee or director, Officer
1$0$0
DAVID BLOWERSTRUSTEE
Trustee or director
1$0$0
DAVID KNAPPTRUSTEE
Trustee or director
1$0$0
DEAN DUMONTHIERTRUSTEE
Trustee or director
1$0$0
DENNIS KLAESERTRUSTEE
Trustee or director
1$0$0
EVAN BRAVOSTRUSTEE
Trustee or director
1$0$0
FRANCESCA ROMERO SIEKMANTRUSTEE
Trustee or director
1$0$0
FREDERICK FISHERTRUSTEE
Trustee or director
1$0$0
DANIEL T BUSIELTRUSTEE
Trustee or director
1$0$0
WILLIAM O HOCHKAMMERTRUSTEE
Trustee or director
1$0$0
ANNA PONDERVP FOR ADVANCEMENT
Officer
40$0$0
KENNY YARBROUGHVP FOR DEI/ANTIRACISM
Officer
40$0$0
PHIL BETZVP FOR ENROLLMENT MANAGEMENT
Officer
40$0$0

Address and contacts

Address (IRS master file)
711 E BOLDT WAY, APPLETON, WI 54911-5690
Mailing address (990-N for 2014)
711 EAST BOLDT WAY, APPLETON WI 54911
Principal officer (990 for 2024)
BRIAN FOSS, 711 E BOLDT WAY, APPLETON, WI 54911
Principal officer (990-N for 2014)
LAWRENCE UNIVERSITY OF WISCONSIN, 711 EAST BOLDT WAY, APPLETON WI 54911
Signed the 990
BRIAN FOSS, VP FOR FINANCE AND ADMINISTRATION
Phone
(920) 832-7000
Return prepared by
CLIFTONLARSONALLEN LLP

Mission

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.

990 for the year ended June 30, 2025

Program accomplishments

  • PROVIDE LIBERAL ARTS INSTRUCTION TO APPROXIMATELY 1500 UNIVERSITY STUDENTS. LAWRENCE CURRICULUM PROMOTES EXPOSURE TO A WIDE RANGE OF SUBJECT MATTERS AND INTELLECTUAL APPROACHES. IT ALSO CALLS FOR THE FOCUSED STUDY OF A SINGLE AREA OF KNOWLEDGE. WITHIN THIS GENERAL FRAMEWORK, THE STUDENT EXERCISES WIDE LATITUDE IN BUILDING A COURSE OF STUDY. A LAWRENCE EDUCATION, THEN, RESULTS FROM CONSIDERED CHOICES. THE COLLEGE PROVIDES AMPLE ROOM FOR SUCH CHOICES AND ENCOURAGES STUDENTS TO EXERCISE THEM BOLDLY. THE LAWRENCE UNIVERSITY CONSERVATORY OF MUSIC, NOW IN ITS SECOND CENTURY OF EDUCATING STUDENTS FOR CAREERS IN MUSIC, IS A NATIONALLY RECOGNIZED CONSERVATORY DEVOTED EXCLUSIVELY TO THE EDUCATION OF UNDERGRADUATES WITHIN A DISTINGUISHED COLLEGE OF THE LIBERAL ARTS AND SCIENCES. THE LAWRENCE COMMUNITY MUSIC SCHOOL PROVIDES MUSICAL OPPORTUNITIES FOR CITIZENS OF THE FOX VALLEY FROM BIRTH TO ADULTHOOD AND OFFERS LAWRENCE CONSERVATORY MUSIC EDUCATION STUDENTS GUIDED OPPORTUNITIES TO HONE THEIR TEACHING SKILLS. A SUPERB FACULTY OF PERFORMERS, COMPOSERS, SCHOLARS, AND TEACHERS PRIDE THEMSELVES ON THE INDIVIDUAL ATTENTION GIVEN TO MUSIC MAJORS WHO PURSUE THEIR UNDERGRADUATE DEGREES AT LAWRENCE.
    Expenses $87,317,734 · grants $55,311,537 · revenue $80,251,844
  • PROVIDE STUDENTS WITH SERVICES SUCH AS MUSIC, ATHLETICS, COMMUNITY INVOLVEMENT, RESIDENTIAL LIFE, COUNSELING, HEALTH CENTER, AND MULTICULTURAL AFFAIRS.
    Expenses $18,439,458 · revenue $566,733
  • TRADITIONALLY PROVIDE FOOD SERVICE AND HOUSING TO APPROXIMATELY 1500 UNIVERSITY STUDENTS.
    Expenses $15,750,953 · revenue $15,985,636
  • PROVIDE ACADEMIC SUPPORT TO APPROXIMATELY 1500 STUDENTS THROUGH LIBRARY FACILITIES AND INSTRUCTIONAL COMPUTER SERVICE AND PROVIDE PUBLIC SERVICE THROUGH OUR BJORKLUDEN CAMPUS IN DOOR COUNTY AND THE LAWRENCE COMMUNITY MUSIC SCHOOL.
    Expenses $7,143,857 · revenue $1,519,979

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
39-0806297
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
School
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1965
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B420)
Assets (IRS master file)
$680,558,124
Income (IRS master file)
$193,478,019

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$137,939,503$149,933,275$680,558,124IRS
990-TJune 2025–––IRS
990June 2024$154,435,664$142,427,937$653,817,525IRS
990-TJune 2024–––IRS
990June 2023$115,800,251$136,217,855$593,158,843XML
990-TJune 2023–––IRS
990June 2022$153,923,305$128,658,823$581,558,284IRS
990-TJune 2022–––IRS
990June 2021–––IRS
990-TJune 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS
990June 2018–––IRS
990-N for 2014
Officer: LAWRENCE UNIVERSITY OF WISCONSIN
June 30, 2015≤ $50,000 receipts––e-Postcard

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 39-0806297).

Questions about LAWRENCE UNIVERSITY OF WISCONSIN

What is the EIN of LAWRENCE UNIVERSITY OF WISCONSIN?
The employer identification number (EIN) of LAWRENCE UNIVERSITY OF WISCONSIN is 39-0806297.
Is LAWRENCE UNIVERSITY OF WISCONSIN tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1965.
Are donations to LAWRENCE UNIVERSITY OF WISCONSIN tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does LAWRENCE UNIVERSITY OF WISCONSIN file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of LAWRENCE UNIVERSITY OF WISCONSIN due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did LAWRENCE UNIVERSITY OF WISCONSIN last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of LAWRENCE UNIVERSITY OF WISCONSIN?
The 990 for the year ended June 30, 2025 names BRIAN FOSS.
Who are the officers and directors of LAWRENCE UNIVERSITY OF WISCONSIN?
The 990 for the year ended June 30, 2025 lists 52 people; 15 received compensation from the organization, the highest $484,975 (LAURIE CARTER, PRESIDENT).
How much revenue does LAWRENCE UNIVERSITY OF WISCONSIN have?
On its 990 for the year ended June 30, 2025 it reported revenue of $137,939,503, expenses of $149,933,275 and total assets of $680,558,124 at year end.

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