ST MARYS UNIVERSITY OF MINNESOTA: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ST MARYS UNIVERSITY OF MINNESOTA (EIN 41-0695527)
- Tax period
- 2022-06-01 to 2023-05-31
- Filed
- 2024-03-26
- IRS object ID
- 202440869349301779
- Schema version
- 2022v5.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule E
- Schedule F
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-03-26T19:17:55-05:00 | ReturnTs |
| Tax Period End | 2023-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 SOUTH SIXTH STREET SUITE 2300 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 410695527 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST MARYS UNIVERSITY OF MINNESOTA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STMA | BusinessNameControlTxt |
| Phone | 5074571445 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 TERRACE HEIGHTS | AddressLine1Txt |
| City | WINONA | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 559871399 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FATHER JAMES BURNS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5074571445 | PhoneNum |
| Signature | 2024-03-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | FATHER | PersonFirstNm |
| Person Last | JAMES BURNS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KAREN A GRIES | PreparerPersonNm |
| PTIN | P00078514 | PTIN |
| Phone | 6128764500 | PhoneNum |
| Preparation | 2024-03-05 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | FATHER JAMES BURNS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 TERRACE HEIGHTS | AddressLine1Txt |
| City | WINONA | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 559871399 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $105,717,742 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SMUMN.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1912 | FormationYr |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O | ActivityOrMissionDesc |
| Voting Members Governing Body | 26 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 25 | VotingMembersIndependentCnt |
| Total Employee | 1685 | TotalEmployeeCnt |
| Total Volunteers | 35 | TotalVolunteersCnt |
| Total Gross UBI | $55,454 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $21,464,046 | PYContributionsGrantsAmt |
| CY Contributions Grants | $13,551,564 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $84,283,112 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $76,441,899 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,790,398 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,593,773 | CYInvestmentIncomeAmt |
| PY Other Revenue | $576,808 | PYOtherRevenueAmt |
| CY Other Revenue | $3,333,145 | CYOtherRevenueAmt |
| PY Total Revenue | $108,114,364 | PYTotalRevenueAmt |
| CY Total Revenue | $96,920,381 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $25,759,013 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $20,837,661 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $42,679,070 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $42,072,107 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,020,409 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $34,850,471 | PYOtherExpensesAmt |
| CY Other Expenses | $35,457,610 | CYOtherExpensesAmt |
| PY Total Expenses | $103,288,554 | PYTotalExpensesAmt |
| CY Total Expenses | $98,367,378 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,825,810 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,446,997 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $202,355,583 | TotalAssetsBOYAmt |
| Total Assets EOY | $194,010,880 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $25,675,680 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $24,136,621 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $176,679,903 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $169,874,259 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | ENRICHED BY THE LASALLIAN CATHOLIC HERITAGE, SAINT MARY'S UNIVERSITY OF MINNESOTA AWAKENS, NURTURES, AND EMPOWERS LEARNERS TO ETHICAL LIVES OF SERVICE AND LEADERSHIP. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $58,205,250 | ExpenseAmt |
| Grant | $20,837,661 | GrantAmt |
| Revenue | $69,091,806 | RevenueAmt |
| Desc | INSTRUCTION AND ACADEMIC SUPPORT:SAINT MARY'S UNIVERSITY OF MINNESOTA HAS TWO PRIMARY ACADEMIC UNITS: THE COLLEGE AND THE SCHOOLS OF GRADUATE AND PROFESSIONAL PROGRAMS (SGPP). THE COLLEGE CONSISTS OF THE TRADITIONAL UNDERGRADUATE BACHELOR OF ARTS EXPERIENCE BASED ON THE WINONA CAMPUS. THE SGPP INCLUDES CONTINUING EDUCATION OFFERINGS, CERTIFICATE PROGRAMS, BACHELOR OF SCIENCE COMPLETION PROGRAMS, MASTER'S PROGRAMS, EDUCATION SPECIALIST PROGRAM AND FOUR DOCTORAL PROGRAMS. ACROSS THE 12-MONTH 2022-2023 ACADEMIC YEAR THE COLLEGE ENROLLED 890 STUDENTS AND DELIVERED 24,780 INSTRUCTIONAL ACTIVITY CREDIT HOURS. THE SGPP ENROLLED 4,336 STUDENTS ACROSS THE 2022-2023 ACADEMIC YEAR AND DELIVERED 49,766 INSTRUCTIONAL ACTIVITY CREDIT HOURS. THE UNIVERSITY EXPECTS TO MAINTAIN ENROLLMENT AT SGPP IN 2023-2024. THE UNIVERSITY OFFERS 23 MAJORS WITH THE BACHELOR OF ARTS PROGRAM. THE UNIVERSITY OFFERS AN ADDITIONAL 63 PROGRAMS WITHIN THE SGPP. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $15,005,673 | ExpenseAmt |
| Revenue | $3,445,633 | RevenueAmt |
| Desc | STUDENT SERVICES:IN 2022-2023, 327 TRADITIONAL UNDERGRADUATE STUDENTS (ABOUT 33% OF THAT POPULATION) PARTICIPATED IN 15 NCAA DIVISION III SPORTS OFFERED AT SAINT MARY'S UNIVERSITY. PARTICIPATION IN INTRAMURAL ACTIVITIES ANNUALLY IS MORE THAN 30%. THE FINANCIAL AID OFFICE PROCESSED $57,253,470 IN LOANS, GRANTS, WORK STUDY AND SCHOLARSHIP FOR THE ENTIRE UNIVERSITY IN 2022-2023. 75 INTERNATIONAL STUDENTS WERE ENROLLED AT THE UNIVERSITY IN 2022-2023. 27 STUDENTS PARTICIPATED IN THE FIRST GENERATION INITIATIVE PROGRAM, WHICH OFFERS SELECTED STUDENTS SCHOLARSHIPS TO ATTEND THE UNIVERSITY AND SPECIAL SUPPORT ACTIVITIES WHICH INCLUDE STUDY HALLS, SPECIALIZED ADVISING AND SOCIAL ACTIVITIES WHICH PROMOTE RETENTION AND STUDENT SUCCESS. IN ADDITION STUDENT SUCCESS CENTER OFFERS ACADEMIC ADVISING AND TUTORING/LEARNING SERVICES, INCLUDING NEW STUDENT ORIENTATION TO ALL COLLEGE STUDENTS. STUDENTS CAN ALSO MAKE USE OF THE WRITING CENTER, INTERNATIONAL CENTER, CAREER SERVICES AND INTERSHIPS, RISE (RECREATION, INVOLVEMENT AND STUDENT ENGAGEMENT) AS WELL AS CAMPUS MINISTRY FOR A WELL ROUNDED COMMUNITY EXPERIENCE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $8,688,958 | ExpenseAmt |
| Revenue | $7,118,293 | RevenueAmt |
| Desc | AUXILIARY SERVICES: SAINT MARYS' UNIVERSITY OF MINNESOTA OFFERS ITS WINONA UNDERGRADUATE STUDENTS A COMPREHENSIVE RESIDENTIAL LIFE EXPERIENCE. LIVING ON CAMPUS MEANS BEING PART OF A CLOSE-KNIT COMMUNITY, AND CREATING FRIENDSHIPS AND CONNECTIONS THAT LAST A LIFETIME. 81% OF STUDENTS AT THE COLLEGE, RESIDE ON CAMPUS. TWELVE RESIDENCE HALLS ARE LOCATED ON OUR BEAUTIFUL WINONA CAMPUS, SURROUNDED BY 450 ACRES OF WOODED BLUFFS AND TRAILS. RESIDENCE OPTIONS OFFER STUDENTS A VARIETY OF TRADITIONAL SINGLE AND DOUBLE OCCUPANCY ROOMS, SUITES, AND APARTMENT-STYLE OPTIONS. SAINT MARYS' UNIVERSITY OF MINNESOTA OFFERS THREE CONVENIENT ON-CAMPUS DINING OPTIONS, TONER STUDENT CENTER DINING HALL, CARDINAL CAFE, AND CARDINAL COFFEE. SEVERAL MEAL PLANS ARE TAILORED TO MEET EACH STUDENT'S NEEDS AND SCHEDULES. STUDENTS CAN ALSO UTILIZE A NEW MARKET, WHICH CONTAINS A VARIETY OF CONVENIENT SNACKS AND BEVERAGES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $81,899,881 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 163 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 1685 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 26 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 25 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES BEDTKE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5074571443 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 TERRACE HEIGHTS 8 | AddressLine1Txt |
| City | WINONA | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55987 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (35 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| FATHER JAMES BURNS | ||||||||
| PRESIDENT | 40.00 | Yes (X) | Yes (X) | $339,359 | $0 | $66,375 | ||
| TERRANCE K RUSSELL | ||||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL LAAK | ||||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| SANDRA SIMON | ||||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| GREGORY STEVENS | ||||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MOST REV ROBERT BARRON | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JENNIFER BARYL | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MATTHEW BILSKI | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BRO ROBERT BIMONTE | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT CERONE | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JEROME COLLETTI | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BRO JACK CURRAN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BRO MICHAEL FEHRENBACH | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RAFFI FESTEKJIAN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BOBBIE GOSTOUT | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROGER HAYDOCK | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARK JACOBS | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BRO THOMAS JOHNSON | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JULIE KAISER | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SARAH LANDMAN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BRO MICHAEL MCGINNISS | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SHAUN POWERS | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BRO MICHAEL O'HERN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANGELA STEGER | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANN TRAUSCHT | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARCY VAN FOSSEN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BENJAMIN MURRAY | ||||||||
| EXECUTIVE VICE PRESIDENT AND CFO | 40.00 | Yes (X) | $175,768 | $0 | $19,449 | |||
| ANN MERCHLEWITZ | ||||||||
| SENIOR VP AND GENERAL COUNSEL | 40.00 | Yes (X) | $100,236 | $0 | $26,847 | |||
| BRIAN SCHMISEK TERM 052022 | ||||||||
| PROVOST AND DEAN OF FACULTIES | 40.00 | $204,185 | $0 | $9,240 | Yes (X) | |||
| GARY KLEIN | ||||||||
| VP, ADVANCEMENT | 40.00 | $231,117 | $0 | $37,754 | Yes (X) | |||
| LEAH GORDON | ||||||||
| PROGRAM DIRECTOR - NURSE ANESTHESIA | 40.00 | $191,641 | $0 | $24,727 | Yes (X) | |||
| JULIE GAUDERMAN | ||||||||
| ASSOCIATE DIRECTOR- NURSE ANESTHESIA | 40.00 | $168,317 | $0 | $40,859 | Yes (X) | |||
| MICHELLE WIESER | ||||||||
| DEAN OF BUSINESS AND TECHNOLOGY | 40.00 | $145,843 | $0 | $35,842 | Yes (X) | |||
| KELLY SHANNON | ||||||||
| VP, MARKETING AND COMMUNICATION | 40.00 | $166,246 | $0 | $20,908 | Yes (X) | |||
| TIMOTHY ALBERS | ||||||||
| VICE PROVOST FOR ENROLLMENT MANAGEMENT | 40.00 | $192,459 | $0 | $25,289 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,915,171 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $307,290 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 31 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| WILEY | |||||
| 1415 WEST 22ND ST SUITE 400 | OAK BROOK | IL | 60523 | ONLINE LEARNING | $5,041,083 |
| CHARTWELLS | |||||
| 700 TERRACE HEIGHTS | WINONA | MN | 55987 | FOOD SERVICE | $2,752,081 |
| INNOVATIVE EMPLOYEE SOLUTIONS | |||||
| PO BOX 841212 | LOS ANGELES | CA | 900841212 | CONTRACT EMPLOYER | $886,084 |
| JENZABAR INC | |||||
| PO BOX 845588 | BOSTON | MA | 022845588 | SOFTWARE | $792,433 |
| AMERICAN SECURITY | |||||
| 93 PO BOX 1150 | MINNEAPOLIS | MN | 55480 | OUTSOURCED SECURITY | $477,959 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 31 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $3,469,973 | GovernmentGrantsAmt |
| All Other Contributions | $10,081,591 | AllOtherContributionsAmt |
| Noncash Contributions | $287,048 | NoncashContributionsAmt |
| Total Contributions | $13,551,564 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 541900 | $68,172,039 | $68,172,039 |
| AUXILIARY ENTERPRISES | 611710 | $7,118,293 | $7,118,293 |
| TECHNOLOGY FEE | 541900 | $813,900 | $813,900 |
| ADVANCED COLLEGE CREDI | 611110 | $231,800 | $231,800 |
| SPONSORED RESEARCH | 541700 | $105,867 | $105,867 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $76,441,899 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,568,596 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $55,454 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,513,142 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $370,436 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $251,124 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $119,312 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $119,312 | TotalRevenueColumnAmt |
| Exclusion | $119,312 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,571,414 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,546,237 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,025,177 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,025,177 | TotalRevenueColumnAmt |
| Exclusion | $2,025,177 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 611519 | BusinessCd |
| Total Revenue Column | $3,213,833 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,213,833 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $3,213,833 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $96,920,381 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $79,655,732 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $55,454 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,657,631 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,837,661 | TotalAmt |
| Program Services | $20,837,661 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,234,003 | TotalAmt |
| Program Services | $717,435 | ProgramServicesAmt |
| Management And General | $1,183,813 | ManagementAndGeneralAmt |
| Fundraising | $332,755 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,385,883 | TotalAmt |
| Program Services | $24,977,027 | ProgramServicesAmt |
| Management And General | $5,482,762 | ManagementAndGeneralAmt |
| Fundraising | $926,094 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,806,800 | TotalAmt |
| Program Services | $1,380,872 | ProgramServicesAmt |
| Management And General | $358,275 | ManagementAndGeneralAmt |
| Fundraising | $67,653 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,081,905 | TotalAmt |
| Program Services | $3,119,652 | ProgramServicesAmt |
| Management And General | $809,412 | ManagementAndGeneralAmt |
| Fundraising | $152,841 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,563,516 | TotalAmt |
| Program Services | $1,959,203 | ProgramServicesAmt |
| Management And General | $508,326 | ManagementAndGeneralAmt |
| Fundraising | $95,987 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,594 | TotalAmt |
| Management And General | $17,594 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,630 | TotalAmt |
| Management And General | $84,630 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $253,087 | TotalAmt |
| Management And General | $253,087 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,396,637 | TotalAmt |
| Program Services | $1,677,646 | ProgramServicesAmt |
| Management And General | $599,159 | ManagementAndGeneralAmt |
| Fundraising | $119,832 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,750,556 | TotalAmt |
| Program Services | $1,225,389 | ProgramServicesAmt |
| Management And General | $437,639 | ManagementAndGeneralAmt |
| Fundraising | $87,528 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,261,065 | TotalAmt |
| Program Services | $5,008,398 | ProgramServicesAmt |
| Management And General | $1,247,539 | ManagementAndGeneralAmt |
| Fundraising | $5,128 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,976,339 | TotalAmt |
| Program Services | $1,581,071 | ProgramServicesAmt |
| Management And General | $296,451 | ManagementAndGeneralAmt |
| Fundraising | $98,817 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,371,757 | TotalAmt |
| Program Services | $3,929,449 | ProgramServicesAmt |
| Management And General | $442,308 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,046,691 | TotalAmt |
| Program Services | $1,637,352 | ProgramServicesAmt |
| Management And General | $307,004 | ManagementAndGeneralAmt |
| Fundraising | $102,335 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $628,780 | TotalAmt |
| Program Services | $503,024 | ProgramServicesAmt |
| Management And General | $94,317 | ManagementAndGeneralAmt |
| Fundraising | $31,439 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $200,466 | TotalAmt |
| Program Services | $170,396 | ProgramServicesAmt |
| Management And General | $30,070 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,765,279 | TotalAmt |
| Program Services | $3,200,487 | ProgramServicesAmt |
| Management And General | $564,792 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $558,878 | TotalAmt |
| Program Services | $475,046 | ProgramServicesAmt |
| Management And General | $83,832 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| ONLINE FEE | $6,770,391 | $5,754,832 | $1,015,559 |
| FOOD SERVICE | $2,340,153 | $1,989,130 | $351,023 |
| EQUIPMENT RENTAL & MAIN | $1,318,651 | $1,146,653 | $171,998 |
| SPECIAL PROGRAMS | $716,656 | $609,158 | $107,498 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,367,378 | TotalAmt |
| Program Services | $81,899,881 | ProgramServicesAmt |
| Management And General | $14,447,088 | ManagementAndGeneralAmt |
| Fundraising | $2,020,409 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,166,019 | BOYAmt |
| EOY | $19,733,640 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,900,000 | BOYAmt |
| EOY | $11,614,000 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,279,277 | BOYAmt |
| EOY | $4,938,807 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $273,570 | BOYAmt |
| EOY | $118,198 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $176,343,123 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $79,719,205 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $99,391,800 | BOYAmt |
| EOY | $96,623,918 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,086,568 | BOYAmt |
| EOY | $52,239,411 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,985,362 | BOYAmt |
| EOY | $7,803,306 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $912,458 | BOYAmt |
| EOY | $731,690 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $360,529 | BOYAmt |
| EOY | $207,910 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $202,355,583 | BOYAmt |
| EOY | $194,010,880 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,144,855 | BOYAmt |
| EOY | $4,754,333 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $958,893 | BOYAmt |
| EOY | $639,227 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,540,243 | BOYAmt |
| EOY | $11,172,801 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,736,985 | BOYAmt |
| EOY | $4,475,168 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,802 | BOYAmt |
| EOY | $1,304 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,131 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,230,771 | BOYAmt |
| EOY | $3,093,788 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,675,680 | BOYAmt |
| EOY | $24,136,621 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $101,425,592 | BOYAmt |
| EOY | $100,997,026 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,254,311 | BOYAmt |
| EOY | $68,877,233 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $176,679,903 | BOYAmt |
| EOY | $169,874,259 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $202,355,583 | BOYAmt |
| EOY | $194,010,880 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$1,446,997 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$5,236,276 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$122,371 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $123,845 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $123,845 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | LOBBYING ACTIVITIES: SAINT MARY'S UNIVERSITY OF MINNESOTA IS A MEMBER OF MINNESOTA PRIVATE COLLEGE COUNCIL (MPCC), AN ORGANIZATION DESCRIBED IN SECTION 501(C)(4) OF THE INTERNAL REVENUE CODE. MPCC IS AN ASSOCIATION OF PRIVATE NONPROFIT INSTITUTIONS OF HIGHER EDUCATION THAT SERVES A VARIETY OF ITS MEMBERS' SHARED NEEDS, INCLUDING, BUT NOT ONLY, NONPARTISAN AND NON-ELECTORAL ADVOCACY FOR PUBLIC POLICY THAT MEETS STUDENTS' NEEDS AND ADVANCES THE INTERESTS OF PRIVATE HIGHER EDUCATION. SAINT MARY'S UNIVERSITY OF MINNESOTA PAID MEMBERSHIP DUES TO MPCC IN THE AMOUNT OF $151,459 DURING THE TAXABLE YEAR. MPCC HAS DIVIDED ITS EXPENSES FOR ITS TAXABLE YEAR ENDING JUNE 30, 2023 INTO TWO GROUPS. GROUP 1 CONSISTS OF THOSE EXPENSES THAT DID NOT IN ANY WAY SUPPORT ATTEMPTS TO INFLUENCE LEGISLATION WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (""LOBBYING""), AND GROUP 2 CONSISTS OF ALL OTHER EXPENSES. GROUP 2 INCLUDES MANY EXPENSES, SUCH AS PERSONNEL COSTS, THAT SUPPORTED BOTH LOBBYING AND NONLOBBYING ACTIVITIES. MPCC DID NOT ATTEMPT TO ALLOCATE THE GROUP 2 EXPENSES BETWEEN LOBBYING AND NON LOBBYING ACTIVITIES. MPCC HAS DETERMINED THAT THE AMOUNT OF THE GROUP 2 EXPENSES REPRESENTS 77.89% OF THE AMOUNT OF THE DUES THAT MPCC COLLECTED IN THE SAME TAXABLE YEAR. ASSUMING THAT ALL GROUP 2 EXPENSES WERE PAID FROM MEMBER DUES, AND ALLOCATING THOSE EXPENSES PRO RATA BASED ON THE DUES PAID BY EACH MEMBER, $123,845 OF SAINT MARY'S UNIVERSITY OF MINNESOTA'S DUES WERE USED TO PAY GROUP 2 EXPENSES. THE AMOUNT OF LOBBYING EXPENSES PAID FROM SAINT MARY'S UNIVERSITY OF MINNESOTA'S DUES WAS SIGNIFICANTLY LESS THAN THAT AMOUNT. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $72,547,568 | BeginningYearBalanceAmt |
| Contributions | $1,979,772 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,348,905 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,300,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,800,000 | OtherExpendituresAmt |
| Administrative Expenses | -$84 | AdministrativeExpensesAmt |
| End Year Balance | $67,078,519 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $79,834,314 | BeginningYearBalanceAmt |
| Contributions | $1,885,888 | ContributionsAmt |
| Investment Earnings Or Losses | -$3,603,634 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,069,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,500,000 | OtherExpendituresAmt |
| End Year Balance | $72,547,568 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $58,898,667 | BeginningYearBalanceAmt |
| Contributions | $8,202,767 | ContributionsAmt |
| Investment Earnings Or Losses | $15,800,880 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,068,000 | GrantsOrScholarshipsAmt |
| End Year Balance | $79,834,314 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $60,992,695 | BeginningYearBalanceAmt |
| Contributions | $1,843,497 | ContributionsAmt |
| Investment Earnings Or Losses | $1,662,961 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $5,600,486 | GrantsOrScholarshipsAmt |
| End Year Balance | $58,898,667 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $64,245,509 | BeginningYearBalanceAmt |
| Contributions | $1,763,990 | ContributionsAmt |
| Investment Earnings Or Losses | -$247,822 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,768,982 | GrantsOrScholarshipsAmt |
| End Year Balance | $60,992,695 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.18060 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.81940 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,405,662 | OtherCostOrOtherBasisAmt |
| Book Value | $2,405,662 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $130,765,501 | OtherCostOrOtherBasisAmt |
| Depreciation | $41,832,760 | DepreciationAmt |
| Book Value | $88,932,741 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,400,255 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,834,113 | DepreciationAmt |
| Book Value | $566,142 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $33,369,749 | OtherCostOrOtherBasisAmt |
| Depreciation | $29,253,945 | DepreciationAmt |
| Book Value | $4,115,804 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,401,956 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,798,387 | DepreciationAmt |
| Book Value | $603,569 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $96,623,918 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| ANNUITIES PAYABLE | $298,671 |
| REFUNDABLE DEPOSITS | $168,680 |
| ASSET RETIREMENT OBLIGATION | $1,016,089 |
| CONTRACT PAYABLE | $1,610,348 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,093,788 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $70,727,953 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$5,236,276 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $251,124 | OtherRevenueAmt |
| Revenue Not Reported | -$4,985,152 | RevenueNotReportedAmt |
| Revenue Subtotal | $75,713,105 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $253,087 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $20,954,189 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $21,207,276 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $96,920,381 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $77,533,597 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $256,967 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $256,967 | ExpensesNotReportedAmt |
| Expenses Subtotal | $77,276,630 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $253,087 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $20,837,661 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $21,090,748 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $98,367,378 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | THE ARTWORK AT THE UNIVERSITY INCLUDES PRINTS AND SCULPTURES THAT HELP TO SUPPORT OUR LASALLIAN MISSION AND ENHANCE THE SCHOLARLY ATMOSPHERE. |
| PART IV, LINE 2B: | THE UNIVERSITY HOLDS AGENCY FUNDS AND SAVINGS FOR STUDENT GROUPS. |
| PART V, LINE 4: | THE UNIVERSITY'S ENDOWMENT FUND EARNINGS ARE USED TO SUPPORT STUDENT SCHOLARSHIPS, STUDENT ASSISTANCE, AND SOME PROGRAM ENDOWMENTS. |
| PART X, LINE 2: | THE UNIVERSITY FOLLOWS THE ACCOUNTING STANDARDS FOR CONTINGENCIES IN EVALUATING UNCERTAIN TAX POSITIONS. THIS GUIDANCE PRESCRIBES RECOGNITION THRESHOLD PRINCIPLES FOR THE FINANCIAL STATEMENT RECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. NO LIABILITY HAS BEEN RECOGNIZED BY THE UNIVERSITY FOR UNCERTAIN TAX POSITIONS AS OF MAY 31, 2023 AND 2022. THE UNIVERSITY'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES 251,124. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | GRANTS AND SCHOLARSHIPS SHOWN AS A REDUCTION OF TUITION 20,837,661. LOSS ON FUNDS HELD IN TRUST BY OTHERS 116,528. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | LOSS ON ACTUARIAL ADJUSTMENT 5,843. RENTAL EXPENSES 251,124. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | GRANTS AND SCHOLARSHIPS SHOWN AS A REDUCTION OF TUITION 20,837,661. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | THE UNIVERSITY INCLUDES A RACIALLY NONDISCRIMINATORY POLICY ON ALL APPLICATIONS, OUR WEBSITE, OUR UNDERGRADUATE AND GRADUATE CATALOGS AND HANDBOOKS, AND OUR EMPLOYMENT OPPORTUNITIES PAGES. |
| SCHEDULE E, PART I, LINE 6 | THE UNIVERSITY RECEIVES SUPPORT FROM THE STATE OF MINNESOTA AND FROM THE UNITED STATES GOVERNMENT IN CONNECTION WITH STUDENT AID PROGRAMS SUCH AS FEDERAL AND MINNESOTA COLLEGE WORK STUDY PROGRAMS, PELL GRANTS, SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANTS AND PERKINS LOAN FUNDS. THE UNIVERSITY ALSO RECEIVES A GRANT FROM THE STATE OF MINNESOTA BASED ON MINNESOTA RESIDENTS ENROLLED AND VARIOUS OTHER FEDERAL AND STATE EDUCATIONAL AND RESEARCH GRANTS OR SUBSIDIES. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICAN AND CARIBBEAN | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $7,803,306 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $7,803,306 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $7,803,306 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3: | ACCRUAL METHOD |
| PART III ACCOUNTING METHOD: | |
| SCHEDULE F, PART IV, LINE 3: | THE UNIVERSITY INVESTS IN PARTNERSHIPS THAT HOLD DIRECT OR INDIRECT INTERESTS IN FOREIGN CORPORATIONS. HOWEVER, THE UNIVERSITY DOES NOT MEET THE FILING REQUIREMENT OF FORM 5471 AS A RESULT. |
| SCHEDULE F, PART IV, LINE 4: | THE UNIVERSITY INVESTS IN PARTNERSHIPS THAT HOLD DIRECT OR INDIRECT INTERESTS IN PASSIVE FOREIGN INVESTMENT COMPANIES. HOWEVER, THE PARTNERSHIPS HAVE FILED FORM 8621 ON THEIR PARTNERS' BEHALF, AND THEREFORE THE UNIVERSITY IS NOT REQUIRED TO FILE FORM 8621. |
| SCHEDULE F, PART IV, LINE 5: | THE UNIVERSITY INVESTS IN PARTNERSHIPS THAT HOLD DIRECT OR INDIRECT INTERESTS IN FOREIGN PARTNERSHIPS. HOWEVER, THE UNIVERSITY DOES NOT MEET THE FILING REQUIREMENT OF FORM 8865 AS A RESULT. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS AND GRANTS | GrantTypeTxt |
| Recipient | 937 | RecipientCnt |
| Cash Grant | $20,837,661 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE UNIVERSITY DISTRIBUTES SCHOLARSHIPS BASED ON NEED AND MERIT. NEED BASED SCHOLARSHIPS ARE AWARDED BY THE FINANCIAL AID OFFICE USING THE INFORMATION FROM THE RESULTS OF THE FAFSA (FREE APPLICATION FOR FEDERAL STUDENT AID). MERIT BASED SCHOLARSHIPS ARE AWARDED BY THE ADMISSIONS OFFICE USING THE INFORMATION FROM THE STUDENT'S OFFICIAL HIGH SCHOOL TRANSCRIPTS AND THE RESULTS OF THE STANDARDIZED TEST (ACT, SAT, ETC.). FOR STUDENTS RECEIVING GRANTS AND SCHOLARSHIP FUNDS WITH RENEWAL CONDITIONS, FULFILLMENT OF THOSE CONDITIONS ARE VERIFIED BY THE FINANCIAL AID ADMINISTRATOR PRIOR TO THE AWARD BEING RENEWED (GPA, YEAR OF ATTENDANCE, ETC.) | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| FATHER JAMES BURNS | ||||||||||||||
| PRESIDENT | $338,056 | $0 | $0 | $0 | $1,303 | $0 | $22,100 | $0 | $44,275 | $0 | $405,734 | $0 | $0 | $0 |
| GARY KLEIN | ||||||||||||||
| VP, ADVANCEMENT | $230,588 | $0 | $0 | $0 | $529 | $0 | $15,700 | $0 | $22,054 | $0 | $268,871 | $0 | $0 | $0 |
| TIMOTHY ALBERS | ||||||||||||||
| VICE PROVOST FOR ENROLLMENT MANAGEME | $192,083 | $0 | $0 | $0 | $376 | $0 | $8,314 | $0 | $16,975 | $0 | $217,748 | $0 | $0 | $0 |
| LEAH GORDON | ||||||||||||||
| PROGRAM DIRECTOR - NURSE ANESTHESIA | $191,380 | $0 | $0 | $0 | $261 | $0 | $12,815 | $0 | $11,912 | $0 | $216,368 | $0 | $0 | $0 |
| BRIAN SCHMISEK TERM 052022 | ||||||||||||||
| PROVOST AND DEAN OF FACULTIES | $203,986 | $0 | $0 | $0 | $199 | $0 | $6,131 | $0 | $3,109 | $0 | $213,425 | $0 | $0 | $0 |
| JULIE GAUDERMAN | ||||||||||||||
| ASSOCIATE DIRECTOR- NURSE ANESTHESIA | $168,167 | $0 | $0 | $0 | $150 | $0 | $11,794 | $0 | $29,065 | $0 | $209,176 | $0 | $0 | $0 |
| BENJAMIN MURRAY | ||||||||||||||
| EXECUTIVE VICE PRESIDENT AND CFO | $175,541 | $0 | $0 | $0 | $227 | $0 | $11,526 | $0 | $7,923 | $0 | $195,217 | $0 | $0 | $0 |
| KELLY SHANNON | ||||||||||||||
| VP, MARKETING AND COMMUNICATION | $165,296 | $0 | $0 | $0 | $950 | $0 | $10,993 | $0 | $9,915 | $0 | $187,154 | $0 | $0 | $0 |
| MICHELLE WIESER | ||||||||||||||
| DEAN OF BUSINESS AND TECHNOLOGY | $145,561 | $0 | $0 | $0 | $282 | $0 | $10,134 | $0 | $25,708 | $0 | $181,685 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | JAMES BURNS - HOUSING PROVIDED AS A CONDITION OF EMPLOYMENT - $36,000. THE HOUSING IS A CONDITION OF EMPLOYMENT AND INCLUDED IN HIS NON-TAXABLE BENEFITS IN SCHEDULE J, PART II COLUMN D. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MINNESOTA HIGHER EDUCATION FACILITIES AUTHORITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 410988525 | BondIssuerEIN |
| Bond Issued | 2017-06-01 | BondIssuedDt |
| Issue Price | $5,546,000 | IssuePriceAmt |
| Purpose | BRIDGE LOAN | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $1,014,000 | RetiredAmt |
| Total Proceeds | $5,546,000 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $46,000 | IssuanceCostsFromProceedsAmt |
| Other Spent Proceeds | $5,500,000 | OtherSpentProceedsAmt |
| Substantial Completion | 2018 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | 0 | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | 0 | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | 0 | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00000 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | Yes (1) | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE K, PART IV, LINE 7: | FormAndLineReferenceDesc |
| Explanation | DURING THE TWELVE MONTH PERIOD THE UNIVERSITY WORKED WITH OUTSIDE CONSULTANTS TO MONITOR COMPLIANCE; REBATE ANALYSTS HAVE BEEN ENGAGED SINCE THE INITIAL ISSUE. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 9 | ContributionCnt |
| Noncash Contributions Rpt F990 | $287,048 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, COLUMN (B): | THE UNIVERSITY IS REPORTING NUMBER OF CONTRIBUTIONS IN COLUMN (B). |
| PART I, LINE 32B: | SAINT MARY'S UNIVERSITY OF MINNESOTA'S POLICY IS TO SELL ALL STOCK GIFTS RECEIVED AT THE TIME OF RECEIPT. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 1: | SAINT MARY'S UNIVERSITY OF MINNESOTA IS A PRIVATE CATHOLIC INSTITUTION THAT SERVES ABOUT 4,100 STUDENTS ANNUALLY. THE UNIVERSITY OFFERS A COMPREHENSIVE, PERSONALIZED EDUCATION GUIDED BY ITS LASALLIAN CATHOLIC HERITAGE. WITH A WIDE ARRAY OF PROGRAMS FOR ALL STUDENTS AT EVERY STAGE OF THEIR LIVES, FROM UNDERGRADUATE TO DOCTORATE, SAINT MARY'S RELEVANT AND REPUTABLE PROGRAMS, REAL-WORLD EXPERIENCES, AND CARING FACULTY HELP STUDENTS ACHIEVE THEIR GOALS. THE UNIVERSITY HAS CAMPUSES IN WINONA, MINNEAPOLIS, AND ROCHESTER. SAINT MARY'S UNDERGRADUATE LIBERAL ARTS COLLEGE OFFERS A VARIETY OF MAJORS AT ITS STUNNING 450-ACRE WINONA CAMPUS, SERVING ABOUT 840 STUDENTS. THE VIBRANT COLLEGE BOASTS CHALLENGING ACADEMIC PROGRAMS AND A TRADITIONAL RESIDENTIAL EXPERIENCE. THE SCHOOLS OF GRADUATE AND PROFESSIONAL PROGRAMS OFFERS BACHELOR'S COMPLETION, MASTER'S AND DOCTORAL DEGREES, AND ACCELERATED GRADUATE CERTIFICATE PROGRAMS, SERVING ABOUT 3,000 STUDENTS EACH YEAR. SAINT MARY'S OFFERS FLEXIBLE COURSE SCHEDULES, DIVERSE LEARNING FORMATS, MULTIPLE START DATES THROUGHOUT THE YEAR, AND ONLINE PROGRAMS FOR WORKING ADULTS, IMPROVING ACCESS TO A QUALITY EDUCATION FOR LEARNERS AT ALL STAGES OF LIFE. |
| FORM 990, PART VI, SECTION A, LINE 1A | THE EXECUTIVE COMMITTEE HAS THE FULL POWERS OF THE BOARD TO TAKE SUCH ACTION AS MAY BE NECESSARY OR APPROPRIATE IN THE EVENT OF AN EMERGENCY OR OTHER EXIGENT CIRCUMSTANCES, AS DETERMINED BY EITHER THE PRESIDENT OR THE CHAIR. THE COMMITTEE CONSISTS OF THE CHAIR, THE VICE CHAIR, THE PRESIDENT, THE SECRETARY, THE TREASURER, THE CHAIR OF EACH OF THE STANDING COMMITTEES, THE IMMEDIATE PAST-CHAIR OF THE BOARD IF THAT PERSON IS STILL SERVING ON THE BOARD, AND THE PROVINCIAL OF THE MIDWEST DISTRICT OF THE BROTHERS OF THE CHRISTIAN SCHOOLS. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE DE LA SALLE CHRISTIAN BROTHERS (MIDWEST DISTRICT) ARE CONSIDERED MEMBERS. AS AN ENTITY, THEY DO NOT HAVE ANY VOTING POWERS. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE PRESIDENT OF THE UNIVERSITY AND THE PROVINCIAL OF THE MIDWEST DISTRICT OF THE BROTHERS OF THE CHRISTIAN SCHOOLS SHALL BE VOTING EX-OFFICIO MEMBERS OF THE BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION A, LINE 8B | EACH COMMITTEE REPORTS ITS ACTION TO THE GENERAL SESSION OF THE BOARD OF TRUSTEES. COMMITTEE ACTIONS ARE DOCUMENTED THROUGH THE MINUTES OF THE GENERAL SESSION. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FINANCE AND AUDIT COMMITTEE OF THE BOARD OF TRUSTEES HAS THE RESPONSIBILITY OF REVIEWING AND APPROVING THE FORM 990. AFTER REVIEW BY THE AUDIT COMMITTEE, THE BOARD OF TRUSTEES RECEIVES A COPY OF THE PUBLIC INSPECTION COPY OF THE FORM 990. |
| FORM 990, PART VI, SECTION B, LINE 12C | IN JUNE OF EACH YEAR, TRUSTEES, OFFICE HOLDERS AND COMMITTEE MEMBERS DISCLOSE IN WRITING: (1) ALL CONTRACTS OR BUSINESS TRANSACTIONS BETWEEN THE UNIVERSITY AND THE TRUSTEE, OFFICE HOLDER OR COMMITTEE MEMBER; (2) ALL CONTRACTS OF BUSINESS TRANSACTIONS BETWEEN THE UNIVERSITY AND A FAMILY MEMBER; AND (3) ALL CONTRACTS OR BUSINESS TRANSACTIONS BETWEEN THE UNIVERSITY AND AN ORGANIZATION IN WHICH THE TRUSTEE, OFFICE HOLDER OR COMMITTEE MEMBER OR THEIR FAMILY MEMBER HAS A MATERIAL FINANCIAL INTEREST. ALL CONFLICTS OF INTEREST ARE REPORTED TO THE GENERAL COUNSEL AND THE CHAIR OF THE BOARD. THE GENERAL COUNSEL SHALL REVIEW THE REPORT AND THEN PRESENT A REPORT TO THE EXECUTIVE COMMITTEE WITH THE DETAILS OF THE CONFLICT OF INTEREST AND RECOMMENDATIONS. UPON RECEIPT OF THE REPORT FROM THE GENERAL COUNSEL, THE EXECUTIVE COMMITTEE SHALL MEET TO DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS OR APPEARS TO EXIST. THE EXECUTIVE COMMITTEE SHALL RECORD A SUMMARY OF THE INTEREST, THE DETERMINATIONS MADE AND THE ACTIONS TAKEN BY THE COMMITTEE REGARDING THE POSSIBLE CONFLICT. THE EXECUTIVE COMMITTEE MAY TAKE ANY ACTION IT DEEMS APPROPRIATE INCLUDING: 1) FINDING THAT THE POTENTIAL CONFLICT OF INTEREST IS NOT DIRECT OR MATERIAL AND THAT THE UNIVERSITY'S INTERESTS ARE BEST SERVED BY THE TRUSTEE'S, OFFICE HOLDER'S OR COMMITTEE MEMBER'S PARTICIPATION; 2) RESTRICTING THE TRUSTEE, OFFICE HOLDER OR COMMITTEE MEMBER FROM ATTENDING ANY MEETING OR GATHERING AT ANY TIME AT WHICH THE MATTER IN QUESTION IS DISCUSSED; OR 3) UPON DETERMINING THAT THE CONTRACT OR BUSINESS TRANSACTION IS IN THE UNIVERSITY'S BEST INTEREST AND IS FAIR AND REASONABLE, APPROVE THE PROPOSED CONTRACT OR BUSINESS TRANSACTION. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE BOARD OF TRUSTEES IS RESPONSIBLE FOR REVIEWING, ASSESSING, AND APPROVING THE COMPENSATION FOR THE PRESIDENT ANNUALLY. EXTERNAL COUNSEL IS ENGAGED PERIODICALLY TO ASSIST WITH THE ASSESSMENT OF COMPENSATION. THE PRESIDENT SUPPORTED BY THE AVP FOR HUMAN RESOURCES AND CHIEF FINANCIAL OFFICER IS RESPONSIBLE FOR REVIEWING, ASSESSING, AND APPROVING THE COMPENSATION OF ALL OTHER POSITIONS ANNUALLY. EXTERNAL COUNSEL IS ENGAGED PERIODICALLY TO ASSIST WITH THE ASSESSMENT OF EXECUTIVE-LEVEL COMPENSATION, DEFINED AS CABINET-LEVEL POSITIONS. SALARY SURVEY DATA FROM CUPA-HR (COLLEGE UNIVERSITY PROFESSIONAL ASSOCIATION HUMAN RESOURCES), A NATIONAL DATA-BASE OF HIGHER EDUCATION SALARY INFORMATION, IS USED TO ASSESS AND ESTABLISH COMPENSATION FOR EMPLOYEES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE UNIVERSITY'S ARTICLES OF INCORPORATION ARE PUBLIC DOCUMENTS AVAILABLE FROM THE MINNESOTA SECRETARY OF STATE. THE BYLAWS ARE AVAILABLE UPON REQUEST. THE CONFLICT OF INTEREST POLICY IS AVAILABLE ON THE UNIVERSITY'S WEBSITE. FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AND THROUGH EMMA (ELECTRONIC MUNICIPAL MARKET ACCESS). |
| FORM 990, PART XI, LINE 9: | LOSS ON FUNDS HELD BY OTHERS -116,528. LOSS ON ACTUARIAL ADJUSTMENT -5,843. |
| FORM 990, PART XII, LINE 2C: | NEITHER THE OVERSIGHT PROCESS NOR THE SELECTION PROCESS OF THE INDEPENDENT ACCOUNTANT CHANGED DURING THE TAX YEAR. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE REMAINDER UNITRUST (6) | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | CHARITABLE TRUST | PrimaryActivitiesTxt |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Entity Type | T | EntityTypeTxt |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |