2025-04-18T16:38:33-05:00 2024-06-30 410746749 CLIFTONLARSONALLEN LLP 220 S 6TH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2023-07-01 416057644 INSTITUTE FOR ECUMENICAL & CULTURAL RESEARCH INST 3203633366 2475 ECUMENICAL DRIVE P O BOX 8000 COLLEGEVILLE MN 56321 MARTIN WELLS ACTING EXECUTIVE DIRECTOR 3203633366 2025-04-16 1 0 CHAD LASSEN P01587992 6123764500 2025-04-15 2023 2025-03-06 01:10:19Z X MARTIN WELLS 2475 ECUMENICAL DRIVE P O BOX 8000 COLLEGEVILLE MN 56321 6515848 0 X WWW.COLLEGEVILLEINSTITUTE.ORG X 1967 MN THE 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. 23 9 0 20 0 0 371428 174624 8585 950 -106796 469948 38 -182370 273255 463152 0 0 0 0 797327 810203 0 0 227258 1214644 892794 2011971 1702997 -1738716 -1239845 13876088 13277667 79200 97456 13796888 13180211 X THE 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. 0 1 567538 THE 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. 293340 CALLED TO LIVES OF MEANING AND PURPOSE INITIATIVE: IN THE COORDINATION'S SIXTH 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. 177176 950 THE 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. THIS PROGRAM WAS PUT ON HOLD FOR THIS FISCAL YEAR. 94548 COMMUNITIES OF CALLING INITIATIVE'S GOAL AND PURPOSE CONTINUES TO BE: SUPPORT 13 CONGREGATIONS AS THEY BECOME COMMUNITIES OF CALLING WHO ENGAGE VOCATION IN THEIR WORSHIP LIFE, THROUGH THEOLOGICAL STUDY, AND IN CONVERSATION WITH AND SERVICE TO THEIR NEIGHBORS. ENCOURAGE AND SUPPORT A VIBRANT ECUMENICAL LEARNING COMMUNITY AMONG THE CONGREGATIONS THAT MODELS HOW FOCUSING ON VOCATION, BOTH INDIVIDUAL AND COMMUNAL, REVITALIZES THE LOCAL CHURCH FOR ITS MISSION IN THE WORLD. TOGETHER WITH THE CONGREGATIONS, TO CREATE VARIED RESOURCES ON VOCATION THAT ARE CONTEXTUALLY APPROPRIATE. THIS IS THE FINAL YEAR OF THIS PROGRAM. 94548 1132602 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 37 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 23 9 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MN X ST JOHN'S ABBEY BUSINESS OFFICE 3203633366 2900 ABBEY PLAZA COLLEGEVILLE MN 56321 MARTIN WELLS ACTING EXECUTIVE DIRECTOR 40.00 X X 67490 0 0 MARY PICKARD CHAIR; BOARD OF DIRECTOR 3.00 X X 0 0 0 KILIAN MCDONNELL PRESIDENT 0.00 X X 0 0 0 KATHI AUSTIN MAHLE DIRECTOR 1.50 X 0 0 0 SUSAN COLIANNI DIRECTOR 1.50 X 0 0 0 JAMES ALBERTS II DIRECTOR 1.50 X 0 0 0 BRUCE ENSRUD DIRECTOR 2.00 X X 0 0 0 CINDY GEHRIG DIRECTOR 2.00 X X 0 0 0 PATRICIA LULL DIRECTOR 1.00 X 0 0 0 ELLIE ROSCHER DIRECTOR 2.00 X 0 0 0 ABBOT JOHN KLASSEN EX OFFICIO 2.00 X 0 0 0 MICHAEL PATELLA OSB DELEGATE FOR EX OFFICIO 1.50 X 0 0 0 ANN MARIE BIERMAIER OSB DELEGATE FOR EX OFFICIO 1.50 X 0 0 0 DOROTHY BASS DIRECTOR 2.00 X 0 0 0 PETER BUTLER DIRECTOR 2.00 X 0 0 0 PATRICE GOPO DIRECTOR 2.00 X 0 0 0 MOLLY T MARSHALL DIRECTOR 2.00 X 0 0 0 TONYA LAWRENCE MILES DIRECTOR 2.00 X 0 0 0 MICHAEL REIF DIRECTOR 2.00 X 0 0 0 KARYN SCIORTINO JOHNSON DIRECTOR 2.00 X 0 0 0 BOB SHOEMAKE DIRECTOR 2.00 X 0 0 0 MARTY STORTZ DIRECTOR 2.00 X 0 0 0 JAKOB RINDERKNECHT DIRECTOR 2.00 X 0 0 0 AMY FISTLER DIRECTOR OF DEVELOPMENT 40.00 X 119532 0 9572 187022 0 9572 1 0 0 0 0 2000 172624 174624 RESIDENCY 900099 950 950 950 259644 259644 6263000 6052696 210304 210304 210304 OTHER REVENUE 624410 -20 -20 INSURANCE LOSS 624410 -182350 -182350 -182370 463152 950 0 287578 267111 33745 80989 152377 491116 287104 156632 47380 30346 17740 9678 2928 21630 12645 6898 2087 49692 49692 18737 3924 14813 10748 10448 300 65494 32561 13021 19912 28322 27299 883 140 83900 77461 5430 1009 405552 410612 -6110 1050 117718 117398 317 3 23723 21351 2372 REPAIRS/MAINTENANCE 75043 72622 2089 332 SECURITY/FIRE 7981 7692 249 40 IN-KIND RENT 5884 5884 1702997 1132602 343137 227258 3393165 1928579 466969 372409 84793 13889 3352042 990678 1534136 2361364 8397025 8601426 13876088 13277667 79200 97456 79200 97456 X 4256569 4178092 9540319 9002119 13796888 13180211 13876088 13277667 -1239845 623168 0 X 0 1 X 1 0 X X X 2 ORDER OF ST BENEDICT 410693973 1 1 2000 0 SISTERS OF THE ORDER OF ST BENEDICTG 410695523 1 1 0 0 2 2000 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 SCHEDULE A, PART I, ITEM G (VII) THE 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8401400 -511301 977400 317992 8549507 7909361 6720 798642 313323 8401400 9887077 -13175 -1555867 -408673 7909361 7882323 219037 2179411 -393694 9887077 7445329 300000 353676 -216682 7882323 0.20210 0.26810 0.52980 0 0 2753425 739696 2013729 117642 79486 38156 480975 171496 309479 2361364 X 1086328 623176 623176 463152 0 463152 1702997 0 1702997 0 1702997 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. FORM 990, PART III, LINE 3 IN FY24, A SIGNIFICANT CHANGE OCCURRED TO HOW PROGRAM SERVICES WERE PERFORMED. AS A RESULT OF RENOVATIONS THAT TOOK PLACE, PROGRAM SERVICES WERE CONDUCTED REMOTELY. FORM 990, PART III, LINE 4A THE 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. FORM 990, PART III, LINE 4B CALLED TO LIVES OF MEANING AND PURPOSE INITIATIVE: IN THE COORDINATION'S SIXTH 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. FORM 990, PART III, LINE 4C THE 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. THIS PROGRAM WAS PUT ON HOLD FOR THIS FISCAL YEAR. FORM 990, PART VI, SECTION A, LINE 1A THE 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 7A EX OFFICIO MEMBERS CAN ELECT THEIR DELEGATES TO THE BOARD IN THEIR ABSENCE. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS PROVIDED TO ALL BOARD MEMBERS ALONG WITH A REQUEST TO REVIEW AND APPROVE BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C AT 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 15 PRIOR 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 2024. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS OF THE ORGANIZATION ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. ORDER OF ST BENEDICT PO BOX 31802 CR 159 COLLEGEVILLE MN 56321 410693973 BENEDICTINES IN SERVICE TO THE CHURCH AND THE WORLD MN 501(C)(3) LINE 1 N/A 0 SISTERS OF THE ORDER OF ST BENEDICT 104 CHAPEL LANE ST JOSEPH MN 56374 410695523 INSTITUTE OF ROMAN CATHOLIC WOMEN DEDICATED TO THE SERVICE OF GOD MN 501(C)(3) LINE 1 N/A 0 0 0 1 0 0 0 0 0 0 0 1 1 1 1 1 1 0 0 0