Nonprofit · EIN 39-0821861
LAKELAND UNIVERSITY INC
Tax-exempt · PLYMOUTH, WI 53073
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $41,929,731 | $46,214,267 | -$4,284,536 | $88,360,427 | $46,473,355 | $41,887,072 |
| June 30, 2024 | 990 | $49,363,707 | $51,236,175 | -$1,872,468 | $69,657,741 | $46,228,999 | $23,428,742 |
| June 30, 2023 | 990 | $43,481,920 | $51,036,052 | -$7,554,132 | $73,796,999 | $49,075,348 | $24,721,651 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $3,974,525
- of which government grants
- $104,432
- Program service revenue
- $34,362,203
- Investment income
- $2,488,798
- Net gain from sales of assets
- $85,717
- Net income from fundraising events
- -$30,323
- Net income from sales of inventory
- $1,134,528
- Other revenue
- $1,104,205
Expenses
- Grants and similar amounts paid
- $13,919,063
- Compensation of officers, directors and key employees
- $1,136,857
- Other salaries and wages
- $12,454,071
- Salaries, compensation and benefits (total)
- $17,555,759
- Professional fundraising fees
- $0
- Legal fees
- $2,833
- Accounting fees
- $99,652
- Occupancy
- $593,150
- Travel
- $894,933
- Depreciation
- $3,594,996
- Program services (functional)
- $40,820,966
- Management and general (functional)
- $4,896,656
- Fundraising (functional)
- $496,645
Balance sheet and other
- Total assets, start of year
- $69,657,741
- Total assets, end of year
- $88,360,427
- Total liabilities, end of year
- $46,473,355
- Net assets, end of year
- $41,887,072
- Land, buildings and equipment
- $51,375,177
- Publicly traded securities
- $28,039,654
- Net assets without donor restrictions
- $18,440,877
- Net assets with donor restrictions
- $23,446,195
- Gross receipts
- $57,187,228
- Employees
- 772
- Volunteers
- 24
- Year formed
- 1862
- 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.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ELIZABETH BORGEN | PRESIDENT Trustee or director, Officer | 50 | $221,524 | $8,290 |
| LEILI AFSAH HEJRI | ASST. PROFESSOR, CHEMISTRY & FSQ Highest-paid employee | 50 | $131,879 | $27,796 |
| JOSHUA KUTNEY | VP ACAD. AFFAIRS, DEAN OF COLLEGE Officer | 50 | $155,220 | $2,263 |
| JAMES JONES | VP OF HUMAN RESOURCES Officer | 50 | $140,203 | $11,951 |
| JONATHAN FELD | VP OF ENROLLMENT MANAGEMENT Officer | 50 | $127,918 | $19,073 |
| APRIL ARVAN | PROF. SPORT MGMT, ASSOC. DIR. ATH. Highest-paid employee | 50 | $128,167 | $8,966 |
| JOHN YANG | DIR. OF THE CTR OF TEACHER EXC. Highest-paid employee | 50 | $111,194 | $9,901 |
| GREG RUTZEN | VP OF ADVANCEMENT Officer | 50 | $115,911 | $3,174 |
| BRIAN FRINK | VP OF LUJ & DEAN BUS./SCI./TECH. Officer | 50 | $97,650 | $19,650 |
| BRITANNI MEINNERT | ASSOC VP OF COOPERATIVE EDUCATION Highest-paid employee | 50 | $105,304 | $9,005 |
| PAUL PICKHARDT | DEAN OF SCI., TECH., & EDU Highest-paid employee | 50 | $112,578 | $1,599 |
| LENORA STUCKMANN | VP OF FINANCE & OPERATIONS, CFO Officer | 50 | $87,826 | $17,676 |
| JEFFREY SPENCE | CHAIRPERSON Trustee or director, Officer | 0.5 | $0 | $0 |
| PAUL BARTELT | VICE CHAIRPERSON Trustee or director, Officer | 1 | $0 | $0 |
| BONITA GRAFF | SECRETARY, TREASURER Trustee or director, Officer | 0.5 | $0 | $0 |
21 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DEBRA ANSAY | TRUSTEE Trustee or director | 1 | $0 |
| BRIAN BADURA | TRUSTEE Trustee or director | 1 | $0 |
| CORY BOUCK | TRUSTEE Trustee or director | 1 | $0 |
| STUART BROTZ | TRUSTEE Trustee or director | 1 | $0 |
| CAITLIN BROTZ-MCNITT | TRUSTEE (THROUGH OCTOBER 2024) Trustee or director | 1 | $0 |
| BENJAMIN DUKE | TRUSTEE Trustee or director | 1 | $0 |
| RICHARD GAUMER | TRUSTEE Trustee or director | 0.5 | $0 |
| PAUL GRIFFIN | TRUSTEE Trustee or director | 1 | $0 |
| TRYG JACOBSON | TRUSTEE Trustee or director | 1 | $0 |
| KEONA JONES | TRUSTEE Trustee or director | 1 | $0 |
| IRVIN KAAGE | TRUSTEE Trustee or director | 1 | $0 |
| MICHAEL KLEIN | TRUSTEE Trustee or director | 1 | $0 |
| JULIA KLIMKOVICH | TRUSTEE Trustee or director | 1 | $0 |
| BARBARA LAMUE | TRUSTEE Trustee or director | 1 | $0 |
| ROBERT LOFFREDO | TRUSTEE Trustee or director | 1 | $0 |
| LOLA ROEH | TRUSTEE Trustee or director | 1 | $0 |
| LAURA ROENTIZ | TRUSTEE (THROUGH OCTOBER 2024) Trustee or director | 1 | $0 |
| REV STEPHEN SAVIDES | TRUSTEE (THROUGH OCTOBER 2024) Trustee or director | 1 | $0 |
| DAVID SENTY | TRUSTEE Trustee or director | 1 | $0 |
| BARBARA LOGAN SMITH | TRUSTEE Trustee or director | 1 | $0 |
| KASHOUA KRISTY YANG | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 40 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ELIZABETH BORGEN | PRESIDENT Trustee or director, Officer | 50 | $208,514 | $8,179 |
| JOSHUA KUTNEY | VP OF ACADEMIC AFFAIRS, DEAN OF COLLEGE Officer | 50 | $150,389 | $2,263 |
| BRITANNI MEINNERT | ASSOC VP OF COOPERATIVE EDUCATON Highest-paid employee | 50 | $127,983 | $10,779 |
| JONATHAN FELD | VP OF ENROLLMENT MANAGEMENT Officer | 50 | $117,434 | $16,986 |
| APRIL ARVAN | PROF SPORT MGMT & LEADERSHIP, ASSOC DIR ATHLETICS Highest-paid employee | 50 | $126,781 | $6,240 |
| KERRY HAMM | DIRECTOR & INSTRUCTOR OF NURSING Highest-paid employee | 50 | $113,096 | $18,773 |
| RACHEL WARE CARLTON | DEAN OF KELLETT SCHOOL Highest-paid employee | 50 | $124,939 | $2,753 |
| JAMES JONES | VP OF HUMAN RESOURCES Officer | 50 | $116,908 | $7,751 |
| JOHN YANG | DIRECTOR OF THE CENTER OF TEACHER EXCELLENCE Highest-paid employee | 50 | $108,612 | $9,987 |
| DAVID SIMON | VP OF STUDENT AFFAIRS & DEAN OF STUDENTS Officer | 50 | $106,857 | $9,996 |
| BRIAN FRINK | VP OF LUJ & DEAN OF BUS, SCIENCE, TECH Officer | 50 | $97,145 | $17,023 |
| DEB BUFFINGTON | VP OF FINANCE & OPERATIONS, CFO Officer | 50 | $109,042 | $1,453 |
| LENORA STUCKMANN | VP OF FINANCE & OPERATIONS, CFO Officer | 50 | $52,009 | $15,224 |
| SAMUEL POULLETTE | VP OF ENROLLMENT MANAGEMENT Officer | 50 | $41,897 | $1,521 |
| JEFFREY SPENCE | CHAIRPERSON Trustee or director, Officer | 0.5 | $0 | $0 |
| MICHAEL LANSER | VICE CHAIRPERSON Trustee or director, Officer | 1 | $0 | $0 |
| BONITA GRAFF | SECRETARY & TREASURER Trustee or director, Officer | 0.5 | $0 | $0 |
| TRYG JACOBSON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| IRVIN KAAGE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ROBERT LOFFREDO | TRUSTEE Trustee or director | 1 | $0 | $0 |
| REV STEPHEN SAVIDES | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DEBRA ANSAY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| BRIAN BADURA | TRUSTEE Trustee or director | 1 | $0 | $0 |
| CORY BOUCK | TRUSTEE Trustee or director | 1 | $0 | $0 |
| STUART BROTZ | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| CAITLIN BROTZ-MCNITT | TRUSTEE Trustee or director | 1 | $0 | $0 |
| BENJAMIN DUKE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| RICHARD GAUMER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| PAUL GRIFFIN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| KEONA JONES | TRUSTEE Trustee or director | 1 | $0 | $0 |
| KASHOUA KRISTY YANG | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MICHAEL KLEIN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JULIA KLIMKOVICH | TRUSTEE Trustee or director | 1 | $0 | $0 |
| BARBARA LAMUE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| BARBARA LOGAN SMITH | TRUSTEE Trustee or director | 1 | $0 | $0 |
| LOLA ROEH | TRUSTEE Trustee or director | 1 | $0 | $0 |
| LAURA ROENTIZ | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DAVID SENTY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JOSE ARAUJO | TRUSTEE (THRU FEB 2024) Trustee or director | 1 | $0 | $0 |
| GREG RUTZEN | VP OF ADVANCEMENT Officer | 50 | $0 | $0 |
990 for the year ended June 30, 2023: 40 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ELIZABETH BORGEN | PRESIDENT Trustee or director, Officer | 50 | $201,273 | $10,914 |
| JOSHUA KUTNEY | VP OF ACADEMIC AFFAIRS, DEAN OF COLLEGE Officer | 50 | $146,968 | $4,338 |
| MARGARET ALBRINCK | DEAN OF ACADEMIC SUPPORT Highest-paid employee | 50 | $121,166 | $18,165 |
| APRIL ARVAN | PROF SPORT MGMT & LEADERSHIP, ASSOC DIR ATHLETICS Highest-paid employee | 50 | $126,942 | $7,744 |
| RACHEL WARE CARLTON | DEAN OF KELLETT SCHOOL Highest-paid employee | 50 | $119,322 | $8,385 |
| JAMES JONES | VP OF HUMAN RESOURCES Officer | 50 | $119,314 | $5,067 |
| SAMUEL POULLETTE | VP OF ENROLLMENT MANAGEMENT Officer | 50 | $115,914 | $3,939 |
| JOHN YANG | DIRECTOR OF THE CENTER OF TEACHER EXCELLENCE Highest-paid employee | 50 | $109,375 | $10,324 |
| DAVID SIMON | VP OF STUDENT AFFAIRS & DEAN OF STUDENTS Officer | 50 | $103,425 | $11,024 |
| BRIAN FRINK | VP OF LUJ & DEAN OF BUS, SCIENCE, TECH Officer | 50 | $96,510 | $17,493 |
| PAUL PICKHARDT | DEAN OF SCIENCE, TECHNOLOGY, & EDUCATION Highest-paid employee | 50 | $107,877 | $3,083 |
| JEFFREY WILLIAMS | VP OF FINANCE, CFO Officer | 50 | $25,306 | $403 |
| JEFFREY SPENCE | BOARD CHAIRPERSON Trustee or director, Officer | 1 | $0 | $0 |
| MICHAEL LANSER | BOARD VICE CHAIRPERSON Trustee or director, Officer | 1 | $0 | $0 |
| BONITA GRAFF | BOARD SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| KATHIE POWERS | BOARD TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| DEBRA ANSAY | TRUSTEE - CHAIR Trustee or director | 1 | $0 | $0 |
| TRYG JACOBSON | TRUSTEE - CHAIR Trustee or director | 1 | $0 | $0 |
| IRVIN KAAGE | TRUSTEE - CHAIR Trustee or director | 1 | $0 | $0 |
| ROBERT LOFFREDO | TRUSTEE - CHAIR Trustee or director | 1 | $0 | $0 |
| REV STEPHEN SAVIDES | TRUSTEE - CHAIR Trustee or director | 1 | $0 | $0 |
| JOSE ARAUJO | TRUSTEE Trustee or director | 1 | $0 | $0 |
| PAUL BARTELT | TRUSTEE Trustee or director | 1 | $0 | $0 |
| CORY BOUCK | TRUSTEE Trustee or director | 1 | $0 | $0 |
| STUART BROTZ | TRUSTEE Trustee or director | 1 | $0 | $0 |
| CAITLIN BROTZ-MCNITT | TRUSTEE Trustee or director | 1 | $0 | $0 |
| RICHARD GAUMER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| KEONA JONES | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MICHAEL KLEIN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JULIA KLIMKOVICH | TRUSTEE Trustee or director | 1 | $0 | $0 |
| BARBARA LOGAN SMITH | TRUSTEE Trustee or director | 1 | $0 | $0 |
| LOLA ROEH | TRUSTEE Trustee or director | 1 | $0 | $0 |
| LAURA ROENTIZ | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DAVID SENTY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| KASHOUA KRISTY YANG | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JULIA HOLLISTER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| FREDRIC SEEFELDT | TRUSTEE Trustee or director | 1 | $0 | $0 |
| WILLIAM SHELDON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| BARBARA LAMUE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ANDREW STEIMLE | TRUSTEE Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- W3718 SOUTH DR, PLYMOUTH, WI 53073-4878
- Principal officer (990 for 2024)
- ELIZABETH BORGEN, W3718 SOUTH DR, PLYMOUTH, WI 53073
- Signed the 990
- ELIZABETH BORGEN, PRESIDENT
- Phone
- (920) 565-1000
- Website
- WWW.LAKELAND.EDU
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
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.
Program accomplishments
- ACADEMIC SUPPORT EXPENSES PROVIDE FUNDING FOR ADMINISTRATIVE OVERSIGHT IN ACADEMIC PROGRAMMING, LIBRARY SERVICES, TUTORING, ACCREDITATION, INSTRUCTIONAL DESIGN AND COMPUTING. ADDITIONALLY, STUDENT SERVICES EXPENSES PROVIDE FUNDING TO STUDENTS INCLUDING FOR ATHLETICS, HEALTH SERVICES, REGISTRATION, FINANCIAL AID, AND SECURITY.Expenses $21,506,789 · revenue $1,749,949
- INSTRUCTION AND RELATED ACTIVITIES INCLUDE EXPENDITURES FOR ALL INSTRUCTION COSTS, INCLUDING GRANTS, AND RELATED ACTIVITIES.Expenses $12,237,280 · grants $13,919,063 · revenue $30,368,399
- AUXILIARY SERVICES INCLUDE EXPENDITURES FOR DINING SERVICES, RESIDENCE LIFE, AND RELATED ACTIVITIES.Expenses $7,076,897 · revenue $3,378,383
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 39-0821861
- 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
- 1957
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B420)
- Assets (IRS master file)
- $88,360,427
- Income (IRS master file)
- $57,187,228
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $41,929,731 | $46,214,267 | $88,360,427 | IRS |
| 990 | June 2024 | $49,363,707 | $51,236,175 | $69,657,741 | IRS |
| 990 | June 2023 | $43,481,920 | $51,036,052 | $73,796,999 | XML |
| 990 | June 2022 | $52,116,143 | $51,205,495 | $74,437,461 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
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 39-0821861).
Questions about LAKELAND UNIVERSITY INC
- What is the EIN of LAKELAND UNIVERSITY INC?
- The employer identification number (EIN) of LAKELAND UNIVERSITY INC is 39-0821861.
- Is LAKELAND UNIVERSITY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1957.
- Are donations to LAKELAND UNIVERSITY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LAKELAND UNIVERSITY INC 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 LAKELAND UNIVERSITY INC 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 LAKELAND UNIVERSITY INC 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 LAKELAND UNIVERSITY INC?
- The 990 for the year ended June 30, 2025 names ELIZABETH BORGEN.
- Who are the officers and directors of LAKELAND UNIVERSITY INC?
- The 990 for the year ended June 30, 2025 lists 36 people; 12 received compensation from the organization, the highest $221,524 (ELIZABETH BORGEN, PRESIDENT).
- How much revenue does LAKELAND UNIVERSITY INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $41,929,731, expenses of $46,214,267 and total assets of $88,360,427 at year end.
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