LAWRENCE UNIVERSITY OF WISCONSIN (EIN 390806297) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1847

Legal Domicile

Principal Officer

BRIAN FOSS

Phone

9208327000

Tax Period

2024-07-01 to 2025-06-30

LAWRENCE UNIVERSITY OF WISCONSIN, founded in 1847, is a major nonprofit in the Education sector that reported $137.9M in total revenue in fiscal year 2024. Revenue decreased 11% compared to the prior year. Net assets of $568.1M represent 49 months of operating reserves.

Mission

TO PROVIDE A HIGH QUALITY, LIBERAL ARTS EDUCATION AND SOUND CAREER PREPARATION TO ITS STUDENTS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $23,328,827

Program Service Revenue $97,757,459

Investment Income $16,109,511

Other Revenue $743,706

TOTAL REVENUE $137,939,503

Expense Breakdown

Grants Paid $55,311,537

Salaries & Benefits $50,551,538

Fundraising Expenses $3,250,240

Program Expenses $128,652,002

Other Expenses $44,070,200

TOTAL EXPENSES $149,933,275

Year-over-Year Comparison

	2024	2023	Change
Revenue	$137,939,503	$154,435,664	-0.1%
Expenses	$149,933,275	$142,427,937	+0.1%
Net Income	$-11,993,772	$12,007,727	-2.0%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

1747

Volunteers

500

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✓ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✓ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$1,981,216

Total Directors

$598,587

Key Employees

$876,587

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LAURIE CARTER	PRESIDENT	40.00	Officer Director	$484,975	$113,612	$598,587
SCOTT D MYERS	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
WILLIAM J BAER	BOARD VICE CHAIR	1.00	Officer Director	$0	$0	$0
JOSEPH Y AHMAD	TRUSTEE	1.00	Director	$0	$0	$0
CHRISTOPHER ANZALONE	TRUSTEE	1.00	Director	$0	$0	$0
SIDNEY AYABE	TRUSTEE	1.00	Director	$0	$0	$0
LISA BECKET	TRUSTEE	1.00	Director	$0	$0	$0
DAVID BLOWERS	TRUSTEE	1.00	Director	$0	$0	$0
EVAN BRAVOS	TRUSTEE	1.00	Director	$0	$0	$0
LOUIS B BUTLER JR	TRUSTEE	1.00	Director	$0	$0	$0
SHELLEY A DAVIS	TRUSTEE	1.00	Director	$0	$0	$0
DEAN DUMONTHIER	TRUSTEE	1.00	Director	$0	$0	$0
RICHARD G FESSLER	TRUSTEE	1.00	Director	$0	$0	$0
FREDERICK FISHER	TRUSTEE	1.00	Director	$0	$0	$0
TAMIKA FRANKLIN	TRUSTEE	1.00	Director	$0	$0	$0
JAMES GANDRE	TRUSTEE	1.00	Director	$0	$0	$0
SUSAN HALL	TRUSTEE	1.00	Director	$0	$0	$0
WILLIAM O HOCHKAMMER	TRUSTEE	1.00	Director	$0	$0	$0
LYDIA HOWARTH	TRUSTEE	1.00	Director	$0	$0	$0
RICHARD MOSER	TRUSTEE	1.00	Director	$0	$0	$0
DAVID KNAPP	TRUSTEE	1.00	Director	$0	$0	$0
CHERYL KOPECKY	TRUSTEE	1.00	Director	$0	$0	$0
BARBARA LAWTON	TRUSTEE	1.00	Director	$0	$0	$0
CHRISTOPHER MURRAY	TRUSTEE	1.00	Director	$0	$0	$0
PETER M MUSSER	TRUSTEE	1.00	Director	$0	$0	$0
CORY L NETTLES	TRUSTEE	1.00	Director	$0	$0	$0
MARTHA J OLSON	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT PERILLE	TRUSTEE	1.00	Director	$0	$0	$0
SARA QUANDT	TRUSTEE	1.00	Director	$0	$0	$0
SARAH E SCHOTT	TRUSTEE	1.00	Director	$0	$0	$0
DAVID SHEPARD	TRUSTEE	1.00	Director	$0	$0	$0
SACHIN SHIVARAM	TRUSTEE	1.00	Director	$0	$0	$0
FRANCESCA ROMERO SIEKMAN	TRUSTEE	1.00	Director	$0	$0	$0
BREANNA A SKEETS	TRUSTEE	1.00	Director	$0	$0	$0
IRENE STROHBEEN	TRUSTEE	1.00	Director	$0	$0	$0
JON STELLMACHER	TRUSTEE	1.00	Director	$0	$0	$0
KATY SCHWARTZ STREI	TRUSTEE	1.00	Director	$0	$0	$0
ANTON R VALUKAS	TRUSTEE	1.00	Director	$0	$0	$0
ALISON SCOTT-WILLIAMS	EXECUTIVE VP & COO	40.00	Officer	$155,256	$23,688	$178,944
PETER BLITSTEIN	PROVOST & DEAN OF THE FACULTY	40.00	Officer	$199,124	$46,499	$245,623
KENNY YARBROUGH	VP, DEI & SUPPORT SERVICES	40.00	Officer	$122,571	$27,910	$150,481
SAMIR DATTA	VP, FINANCE & ADMINISTRATION	40.00	Officer	$281,907	$37,405	$319,312
CHRIS CLARKE	VP, STUDENT LIFE	40.00	Officer	$178,839	$94,970	$273,809
AMY WILSON	VP, UNIVERSITY ADVANCEMENT	40.00	Officer	$159,353	$55,107	$214,460
BRIAN PERTL	DEAN OF CONSERVATORY OF MUSIC	40.00	Key Emp	$202,990	$135,091	$338,081
ERIC SCHACHT	UNIVERSITY COUNSEL	40.00	Key Emp	$178,229	$96,459	$274,688
CHRISTYN ABARAY	VP, CHIEF OF STAFF, SECRETARY TO THE BOARD	40.00	Key Emp	$169,342	$94,476	$263,818
LYNSEY SCHWABROW	ASSOCIATE VP OF FINANCE	40.00	Highest	$170,649	$43,551	$214,200
MATTHEW R STONEKING	PROFESSOR OF PHYSICS	40.00	Highest	$136,082	$89,097	$225,179
CALVIN D HUSMANN	SENIOR PRINCIPAL GIFT OFFICER	40.00	Highest	$222,526	$97,945	$320,471
PHIL BETZ	VP, ENROLLMENT MANAGEMENT	40.00	Highest	$139,707	$61,054	$200,761
ANNA PONDER	VP, UNIVERSITY ADVANCEMENT	40.00	Highest	$138,503	$8,755	$147,258

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$137,939,503	$149,933,275	$680,558,124	$-11,993,772
2024	$154,435,664	$142,427,937	$653,817,525	$12,007,727
2023	$115,800,251	$136,217,855	$593,158,843	$-20,417,604
2022	$153,923,305	$128,658,823	$581,558,284	$25,264,482
2021	$124,103,689	$111,716,179	$632,228,886	$12,387,510
2020	$113,636,782	$111,715,392	$497,906,171	$1,921,390
2019	$119,807,371	$111,782,809	$494,135,470	$8,024,562

LAWRENCE UNIVERSITY OF WISCONSIN