STRATEGY STUDIO / PUBLIC DATA EXPLORER

INSTITUTE FOR ECUMENICAL & CULTURAL RESEARCH: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
INSTITUTE FOR ECUMENICAL & CULTURAL RESEARCH (EIN 41-6057644)
Tax period
2024-07-01 to 2025-06-30
Filed
2026-05-14
IRS object ID
202641349349311589
Schema version
2024v5.5
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-05-14T16:30:55-05:00ReturnTs
Tax Period End2025-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN410746749PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLIFTONLARSONALLEN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1220 S 6TH STREET SUITE 300AddressLine1Txt
CityMINNEAPOLISCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55402ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN416057644EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1INSTITUTE FOR ECUMENICAL & CULTURALBusinessNameLine1Txt
Business Name Line2RESEARCHBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlINSTBusinessNameControlTxt
Phone3203633366PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12475 ECUMENICAL DRIVE PO BOX 8000AddressLine1Txt
CityCOLLEGEVILLECityNm
State AbbreviationMNStateAbbreviationCd
ZIP56321ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonAIZAIAH YONGPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone3203633366PhoneNum
Signature2026-05-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHAD LASSEN CPAPreparerPersonNm
PTINP01587992PTIN
Phone6123764500PhoneNum
Preparation2026-05-13PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerAIZAIAH YONGPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12475 ECUMENICAL DRIVE PO BOX 8000AddressLine1Txt
CityCOLLEGEVILLECityNm
State AbbreviationMNStateAbbreviationCd
ZIP56321ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$2,621,529GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.COLLEGEVILLEINSTITUTE.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1967FormationYr
Legal Domicile StateMNLegalDomicileStateCd
Activity Or MissionTHE COLLEGEVILLE INSTITUTE FOR ECUMENICAL AND CULTURAL RESEARCH, ROOTED IN CHRISTIAN TRADITION, BRINGS TOGETHER PEOPLE OF DIVERSE BACKGROUNDS AND PERSPECTIVES TO FOSTER THE WORLD'S HEALING THROUGH THE POWER OF RELIGIOUS IDEAS, INSIGHTS, AND PRACTICES.ActivityOrMissionDesc
Voting Members Governing Body22VotingMembersGoverningBodyCnt
Voting Members Independent22VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers22TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$174,624PYContributionsGrantsAmt
CY Contributions Grants$1,883,893CYContributionsGrantsAmt
PY Program Service Revenue$950PYProgramServiceRevenueAmt
CY Program Service Revenue$19,517CYProgramServiceRevenueAmt
PY Investment Income$469,948PYInvestmentIncomeAmt
CY Investment Income$401,877CYInvestmentIncomeAmt
PY Other Revenue-$182,370PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$463,152PYTotalRevenueAmt
CY Total Revenue$2,305,287CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$810,203PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$773,421CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$244,660CYTotalFundraisingExpenseAmt
PY Other Expenses$892,794PYOtherExpensesAmt
CY Other Expenses$923,379CYOtherExpensesAmt
PY Total Expenses$1,702,997PYTotalExpensesAmt
CY Total Expenses$1,696,800CYTotalExpensesAmt
PY Revenues Less Expenses-$1,239,845PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$608,487CYRevenuesLessExpensesAmt
Total Assets BOY$13,277,667TotalAssetsBOYAmt
Total Assets EOY$14,606,128TotalAssetsEOYAmt
Total Liabilities BOY$97,456TotalLiabilitiesBOYAmt
Total Liabilities EOY$64,121TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$13,180,211NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$14,542,007NetAssetsOrFundBalancesEOYAmt
MissionTHE COLLEGEVILLE INSTITUTE, ROOTED IN CHRISTIAN TRADITION, BRINGS TOGETHER PEOPLE OF DIVERSE BACKGROUNDS AND PERSPECTIVES TO FOSTER THE WORLD'S HEALING THROUGH THE POWER OF RELIGIOUS IDEAS, INSIGHT, AND PRACTICES.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$526,038ExpenseAmt
Grant$0GrantAmt
Revenue$0RevenueAmt
DescTHE ECCLESIAL LITERATURE PROJECT IS COMMITTED TO THE PROMOTION OF THE CHURCH'S WISDOM THROUGH THE WRITTEN WORD AND ENDORSES THE ROLE OF RELIGIOUS LITERATURE AND WRITING IN THE CHRISTIAN LIFE. IT PROVIDES DIRECT SUPPORT TO PASTORS, ACADEMICS, AND OTHERS WHO AIM TO REACH A BROAD READING AUDIENCE THROUGH SERIOUS RELIGIOUS WRITING. IN GENERAL, WE INTEND TO HAVE AN IMPACT ON THE QUALITY OF THE SPIRITUAL AND INTELLECTUAL LIFE OF DIVERSE CONGREGATIONS THROUGH THEIR LEADERS AND MEMBERS' PARTICIPATION IN A WRITING PROGRAM. IN SHORT, OUR INTENTIONS ARE TO ENCOURAGE THE PRODUCTION OF TRULY EXCELLENT LITERATURE IN SERVICE TO THE CHURCH, AS WELL AS TO SUPPORT CLERGY, RELIGIOUS LEADERS, ACADEMICS, AND WRITERS IN THEIR DESIRES AND EFFORTS TO BECOME MORE EFFECTIVE COMMUNICATORS THROUGH WRITING.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$347,863ExpenseAmt
Grant$0GrantAmt
Revenue$19,517RevenueAmt
DescTHE COLLEGEVILLE INSTITUTE WELCOMES SCHOLARS, CLERGY, CHURCH LEADERS, THINKERS, ARTISTS, AND WRITERS FROM AROUND THE WORLD SEEKING TO DISCERN AND COMMUNICATE THE MEANING OF CHRISTIAN IDENTITY AND UNITY IN A RELIGIOUSLY AND CULTURALLY DIVERSE WORLD. WELL-TRAINED, CREATIVE, ARTICULATE WOMEN AND MEN GATHER FOR ONE OR TWO SEMESTERS FOR CAREFUL THOUGHT IN A PLACE OF INQUIRY AND PRAYER, ENGAGING IN INDEPENDENT STUDY WITHIN A COMMUNITY SETTING.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$157,754ExpenseAmt
Grant$0GrantAmt
Revenue$0RevenueAmt
DescCALLED TO LIVES OF MEANING AND PURPOSE INITIATIVE: IN THE COORDINATION'S SEVENTH YEAR, OUR TEAM FOCUSED ON PROVIDING EDUCATIONAL OPPORTUNITIES FOR GRANTEES AND OPERATIONAL SUPPORT FOR ENDOWMENT PROGRAM STAFF, OVERSEEING THE RESEARCH PROJECT AND SUPPORTING THE CREATION OF RESOURCES FOR GRANTEES AND THEIR CONGREGATIONS. WE ARE CURRENTLY WORKING WITH 13 ORGANIZATIONS WHO ARE SUPPORTING APPROXIMATELY 250 CONGREGATIONS REPRESENTING 36 STATES AND THREE CANADIAN PROVINCES.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$1,031,655TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document31IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members22GoverningBodyVotingMembersCnt
Independent Voting Member22IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonST JOHN'S ABBEY BUSINESS OFFICEPersonNm
Phone3203633366PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12900 ABBEY PLAZAAddressLine1Txt
CityCOLLEGEVILLECityNm
State AbbreviationMNStateAbbreviationCd
ZIP56321ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
MARTIN WELLS
ACTING EXECUTIVE DIRECTOR40.00Yes (X)$136,998$0$0
AIZAIAH YONG
EXECUTIVE DIRECTOR40.00Yes (X)$0$0$0
SUSAN COLIANNI
BOARD CHAIR3.00Yes (X)$0$0$0Yes (X)
BRUCE ENSRUD
VICE CHAIR2.00Yes (X)$0$0$0Yes (X)
MICHAEL REIF
TREASURER/SECRETARY2.00Yes (X)$0$0$0Yes (X)
JAMES ALBERTS II
DIRECTOR1.50$0$0$0Yes (X)
JAKOB RINDERKNECHT
DIRECTOR2.00$0$0$0Yes (X)
BOB SHOEMAKE
DIRECTOR2.00$0$0$0Yes (X)
CHANEQUA WALKER-BARNES
DIRECTOR2.00$0$0$0Yes (X)
COLUMBA ANDREW STEWART
DIRECTOR2.00$0$0$0Yes (X)
DOROTHY BASS
DIRECTOR2.00$0$0$0Yes (X)
ELLIE ROSCHER
DIRECTOR2.00$0$0$0Yes (X)
TONYA LAWRENCE MILES
DIRECTOR2.00$0$0$0Yes (X)
KARYN SCIORTINO JOHNSON
DIRECTOR2.00$0$0$0Yes (X)
MARTY STORTZ
DIRECTOR2.00$0$0$0Yes (X)
MARY PICKARD
DIRECTOR3.00$0$0$0Yes (X)
MOLLY T MARSHALL
DIRECTOR2.00$0$0$0Yes (X)
PATRICE GOPO
DIRECTOR2.00$0$0$0Yes (X)
PETER BUTLER
DIRECTOR2.00$0$0$0Yes (X)
RICK KIMBROUGH
DIRECTOR2.00$0$0$0Yes (X)
FR KILIAN MCDONNELL
EX OFFICIO2.00$0$0$0Yes (X)
ABBOT DOUG MULLIN
EX OFFICIO2.00$0$0$0Yes (X)
PRIORESS KAREN ROSE
EX OFFICIO1.50$0$0$0Yes (X)
BRIAN BRUESS
EX OFFICIO1.50$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$136,998TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K3IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Related Organizations$2,000RelatedOrganizationsAmt
All Other Contributions$1,881,893AllOtherContributionsAmt
Total Contributions$1,883,893TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescRESIDENCYDesc
Business900099BusinessCd
Total Revenue Column$19,517TotalRevenueColumnAmt
Related Or Exempt Func Income$19,517RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$19,517TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$301,835TotalRevenueColumnAmt
Exclusion$301,835ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$416,284SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$316,242SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$100,042SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$100,042TotalRevenueColumnAmt
Exclusion$100,042ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,305,287TotalRevenueColumnAmt
Related Or Exempt Func Income$19,517RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$401,877ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$172,263TotalAmt
Program Services$43,067ProgramServicesAmt
Management And General$103,356ManagementAndGeneralAmt
Fundraising$25,840FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$424,827TotalAmt
Program Services$151,862ProgramServicesAmt
Management And General$124,100ManagementAndGeneralAmt
Fundraising$148,865FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$29,388TotalAmt
Program Services$11,734ProgramServicesAmt
Management And General$9,451ManagementAndGeneralAmt
Fundraising$8,203FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$95,189TotalAmt
Program Services$38,432ProgramServicesAmt
Management And General$29,815ManagementAndGeneralAmt
Fundraising$26,942FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$51,754TotalAmt
Program Services$17,577ProgramServicesAmt
Management And General$19,128ManagementAndGeneralAmt
Fundraising$15,049FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$3,728TotalAmt
Management And General$3,728ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$54,236TotalAmt
Management And General$54,236ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$146,963TotalAmt
Program Services$136,263ProgramServicesAmt
Management And General$10,700ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$6,321TotalAmt
Program Services$3,807ProgramServicesAmt
Management And General$2,514ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$153,363TotalAmt
Program Services$35,926ProgramServicesAmt
Management And General$99,924ManagementAndGeneralAmt
Fundraising$17,513FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$29,028TotalAmt
Program Services$27,977ProgramServicesAmt
Management And General$906ManagementAndGeneralAmt
Fundraising$145FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$71,167TotalAmt
Program Services$68,306ProgramServicesAmt
Management And General$2,805ManagementAndGeneralAmt
Fundraising$56FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$218,636TotalAmt
Program Services$263,037ProgramServicesAmt
Management And General-$44,890ManagementAndGeneralAmt
Fundraising$489FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$149,715TotalAmt
Program Services$148,687ProgramServicesAmt
Management And General$796ManagementAndGeneralAmt
Fundraising$232FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$27,242TotalAmt
Program Services$24,518ProgramServicesAmt
Management And General$2,724ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
REPAIRS/MAINTENANCE$43,938$41,875$783$1,280
SECURITY/FIRE$9,140$8,809$285$46

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$9,902TotalAmt
Program Services$9,778ProgramServicesAmt
Management And General$124ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,696,800TotalAmt
Program Services$1,031,655ProgramServicesAmt
Management And General$420,485ManagementAndGeneralAmt
Fundraising$244,660FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,928,579BOYAmt
EOY$2,746,286EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
EOY$352,205EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$372,409BOYAmt
EOY$38,446EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$13,889BOYAmt
EOY$35,730EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$3,336,331LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,122,151LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$2,361,364BOYAmt
EOY$2,214,180EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$8,601,426BOYAmt
EOY$9,219,281EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$13,277,667BOYAmt
EOY$14,606,128EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$97,456BOYAmt
EOY$64,121EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$97,456BOYAmt
EOY$64,121EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$4,178,092BOYAmt
EOY$4,261,817EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$9,002,119BOYAmt
EOY$10,280,190EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$13,180,211BOYAmt
EOY$14,542,007EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$13,277,667BOYAmt
EOY$14,606,128EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$608,487ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$759,147NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts-$5,838DonatedServicesAndUseFcltsAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type1Yes (X)SupportingOrgType1Ind
IRS Written DeterminationYes (X)IRSWrittenDeterminationInd
Supported Organizations2SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp (2 entries)

EINEINOrganization TypeOrganizationTypeCdGoverning Document ListedGoverningDocumentListedIndSupportSupportAmtOther SupportOtherSupportAmt
ORDER OF ST BENEDICT
4106939731Yes (1)$2,000$0
SISTERS OF THE ORDER OF ST BENEDICT
4106955231Yes (1)$0$0
FieldValueIRS element (for citing)
Supported Organizations Total2SupportedOrganizationsTotalCnt
Support Sum$2,000SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (1)ListedByNameGoverningDocInd
Suprt Org No IRS Determination0SuprtOrgNoIRSDeterminationInd
Supported Org Section C4560SupportedOrgSectionC456Ind
Supported Org Not Organized US0SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org0OrganizationChangeSuprtOrgInd
Support Non Supported Org0SupportNonSupportedOrgInd
Payment Substantial Contribtr0PaymentSubstantialContribtrInd
Loan Disqualified Person0LoanDisqualifiedPersonInd
Controlled Disqualified Prsn0ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int0DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int0DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules0ExcessBusinessHoldingsRulesInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

FieldValueIRS element (for citing)
Power Appoint Majority Dir TrstYes (1)PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt Org0OperateBenefitNonSuprtOrgInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART I, ITEM G (VI)FormAndLineReferenceDesc
ExplanationTHE ORDER PROVIDES A NUMBER OF SERVICES THAT SUPPORT THE WORK OF THE INSTITUTE. THESE INCLUDE ACCOUNTING, PAYROLL, UTILITIES, FIRE SAFETY, AND ACCESS TO CAMPUS RESOURCES, SPACE, AND PERSONNEL.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$8,549,507BeginningYearBalanceAmt
Contributions$56,335ContributionsAmt
Investment Earnings Or Losses$1,034,138InvestmentEarningsOrLossesAmt
Other Expenditures$366,286OtherExpendituresAmt
End Year Balance$9,273,694EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$8,401,400BeginningYearBalanceAmt
Contributions-$511,301ContributionsAmt
Investment Earnings Or Losses$977,400InvestmentEarningsOrLossesAmt
Other Expenditures$317,992OtherExpendituresAmt
End Year Balance$8,549,507EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$7,909,361BeginningYearBalanceAmt
Contributions$6,720ContributionsAmt
Investment Earnings Or Losses$798,642InvestmentEarningsOrLossesAmt
Other Expenditures$313,323OtherExpendituresAmt
End Year Balance$8,401,400EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$9,887,077BeginningYearBalanceAmt
Contributions-$13,175ContributionsAmt
Investment Earnings Or Losses-$1,555,867InvestmentEarningsOrLossesAmt
Other Expenditures-$408,673OtherExpendituresAmt
End Year Balance$7,909,361EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$7,882,323BeginningYearBalanceAmt
Contributions$219,037ContributionsAmt
Investment Earnings Or Losses$2,179,411InvestmentEarningsOrLossesAmt
Other Expenditures-$393,694OtherExpendituresAmt
End Year Balance$9,887,077EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.21070BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.24760PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.54170TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,736,159OtherCostOrOtherBasisAmt
Depreciation$820,374DepreciationAmt
Book Value$1,915,785BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$117,642OtherCostOrOtherBasisAmt
Depreciation$87,021DepreciationAmt
Book Value$30,621BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$482,530OtherCostOrOtherBasisAmt
Depreciation$214,756DepreciationAmt
Book Value$267,774BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$2,214,180TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$3,064,434TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$759,147NetUnrealizedGainsInvstAmt
Revenue Not Reported$759,147RevenueNotReportedAmt
Revenue Subtotal$2,305,287RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$2,305,287TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,702,638TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$5,838DonatedServicesUseFcltsAmt
Expenses Not Reported$5,838ExpensesNotReportedAmt
Expenses Subtotal$1,696,800ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,696,800TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:THE INSTITUTE'S ENDOWMENT FUNDS ARE INTENDED TO BE USED TO FUND INSTITUTE PROGRAM INITIATIVES AND SUPPORT THE INSTITUTE'S OPERATING BUDGET. 5% OF THE ANNUAL DRAW IS USED TO SUPPORT THE OVERALL MISSION OF THE INSTITUTE. BOARD DESIGNATED PORTION CURRENTLY SUPPORTS CAPITAL IMPROVEMENTS.
PART X, LINE 2:THE INSTITUTE IS CLASSIFIED AS A TAX EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) AND IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(3) OF THE INTERNAL REVENUE CODE. THE INSTITUTE IS ALSO EXEMPT FROM MINNESOTA TAXES UNDER MINNESOTA STATUTE CHAPTER 290.05. THEREFORE, CONTRIBUTIONS TO THE INSTITUTE ARE CONSIDERED TAX DEDUCTIBLE. THE INSTITUTE FILES AS A TAX-EXEMPT ORGANIZATION, SHOULD THAT STATUS BE CHALLENGED IN THE FUTURE, ALL YEARS SINCE INCEPTION WOULD BE SUBJECT TO REVIEW BY THE IRS.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 1ATHE EXECUTIVE COMMITTEE IS COMPRISED OF SIX TO EIGHT MEMBERS, ALL PART OF THE GOVERNING BODY EACH WITH A VOTE: THE CHAIR AND VICE CHAIR OF THE BOARD OF DIRECTORS, THE CHAIRS OF ALL OTHER BOARD COMMITTEES AND THE EXECUTIVE DIRECTOR. THE COMMITTEE IS CHAIRED BY THE BOARD CHAIR. A QUORUM IS A MAJORITY OF EXECUTIVE COMMITTEE MEMBERS CURRENTLY IN OFFICE. THE EXECUTIVE COMMITTEE HAS THE AUTHORITY TO TAKE ACTION ON EMERGENCY MATTERS THAT CANNOT OR SHOULD NOT BE DEFERRED TO THE BOARD'S NEXT SCHEDULED MEETING AND THAT WILL HELP THE EXECUTIVE DIRECTOR MAKE NEEDED BUSINESS DECISIONS BETWEEN REGULAR BOARD MEETINGS. THE EXECUTIVE COMMITTEE ALONE SHALL HAVE THE POWER TO AWARD PROMOTIONS AND LEAVES OF ABSENCE.
FORM 990, PART VI, SECTION A, LINE 7AEX OFFICIO MEMBERS CAN ELECT THEIR DELEGATES TO THE BOARD IN THEIR ABSENCE.
FORM 990, PART VI, SECTION B, LINE 11BTHE 990 IS PROVIDED TO ALL BOARD MEMBERS VIA EMAIL ALONG WITH A REQUEST TO REVIEW AND THEN WE ASK FOR APPROVAL. THE APPROVAL IS ASKED FOR BY EMAIL, OR A LIVE VOTE AT THE FALL BOARD MEETING WHICH IS HELD IN-PERSON. AN UNANIMOUS VOTE IS REQUIRED BEFORE FILING.
FORM 990, PART VI, SECTION B, LINE 12CAT THE ANNUAL BOARD MEETING IN THE SPRING, BOARD MEMBERS ARE PROVIDED WITH THE CONFLICT OF INTEREST POLICY, THEY ARE ASKED TO READ, COMPLETE AND SIGN. ANY CONFLICTS ARE REVIEWED BY THE BOARD RELATIONS COMMITTEE.
FORM 990, PART VI, SECTION B, LINE 15PRIOR TO THE APPROVAL OF EACH ANNUAL BUDGET, THE CI PERSONNEL COMMITTEE REVIEWS EMPLOYEES AND PERFORMANCE. IN CONSULTATION WITH THE SAINT JOHN'S ABBEY HUMAN RESOURCE DEPARTMENT, COMPENSATION IS REVIEWED AND COMPARED TO MARKET PRICING OF EACH POSITION. THE PERSONNEL COMMITTEE MAKES RECOMMENDATIONS TO THE FULL BOARD AS PART OF THE ANNUAL BUDGET APPROVAL PROCESS. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2025.
FORM 990, PART VI, SECTION C, LINE 19THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS OF THE ORGANIZATION ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
ORDER OF ST BENEDICT
PO BOX 31802 CR 159COLLEGEVILLEMN56321410693973BENEDICTINES IN SERVICE TO THE CHURCH AND THE WORLDMN501(C)(3)LINE 1N/A0
SISTERS OF THE ORDER OF ST BENEDICT
104 CHAPEL LANEST JOSEPHMN56374410695523INSTITUTE OF ROMAN CATHOLIC WOMEN DEDICATED TO THE SERVICE OF GODMN501(C)(3)LINE 1N/A0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (1)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (1)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd