2025-04-24T10:00:59-05:00 2024-06-30 390758449 WIPFLI LLP 1502 LONDON ROAD SUITE 200 DULUTH MN 55812 990 2023-07-01 390978445 VITERBO UNIVERSITY VITE 6087963856 900 VITERBO DRIVE LA CROSSE WI 54601 RICHARD TRIETLEY JR PRESIDENT 6087963856 2025-04-22 1 1 MICHAEL J PETERSON CPA P01833529 2187224705 2025-04-22 2023 2025-03-06 01:10:19Z RICHARD TRIETLEY JR 900 VITERBO DRIVE LA CROSSE WI 54601 120365748 0 0928 X WWW.VITERBO.EDU X 1890 WI THE VITERBO UNIVERSITY COMMUNITY PREPARES STUDENTS FOR FAITHFUL SERVICE AND ETHICAL LEADERSHIP 32 32 1174 118 0 0 4478006 5663650 55012239 55116978 1396140 3460998 -20675 -29830 60865710 64211796 18332631 19689897 0 0 26449909 29811553 0 0 1406353 18436886 17967551 63219426 67469001 -2353716 -3257205 129856746 129687762 10058290 9577426 119798456 120110336 X THE VITERBO UNIVERSITY COMMUNITY PREPARES STUDENTS FOR FAITHFUL SERVICE AND ETHICAL LEADERSHIP. 0 0 29599137 19689897 47386132 INSTRUCTION - POST-SECONDARY EDUCATION, WITH PROGRAMS FOR TRADITIONAL UNDERGRADUATE STUDENTS, ACCELERATED PROGRAMS FOR WORKING ADULTS, AND GRADUATE EDUCATION FOR APPROXIMATELY 2,300 STUDENTS. 10361920 0 1082285 STUDENT SERVICES - STUDENT SUPPORT SERVICES PROVIDED FOR ALL STUDENTS, INCLUDING STUDENT ACTIVITIES REGISTRAR, ADMISSIONS, FINANCIAL AID, HEALTH SERVICES, ATHLETICS, LEARNING CENTER, AND CAREER SERVICES. 5673182 0 0 AUXILIARY SERVICES - RESIDENCE HALLS AND FOOD SERVICE PROGRAMS, SERVING A RESIDENTIAL CAPACITY OF APPROXIMATELY 550 STUDENTS. 5110433 0 0 ACADEMIC SUPPORT, FINE ARTS, AND OTHER PUBLIC SERVICES. 5110433 0 0 50744672 1 1 0 0 0 0 0 0 1 1 1 0 0 0 1 0 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 119 0 1174 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 32 32 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 1 1 0 X AMY M SCHMIDT 6087963856 900 VITERBO DRIVE LA CROSSE WI 54601 JOHN MCHUGH CHAIRPERSON 1.00 X X 0 0 0 PAUL MUELLER MD VICE CHAIRPERSON 1.00 X X 0 0 0 HELEN ELSBERND FSPA SECRETARY 1.00 X X 0 0 0 MARK SCHNEIDER TREASURER 1.00 X X 0 0 0 CHAD BABCOCK TRUSTEE 1.00 X 0 0 0 LAQUITA BECKER TRUSTEE 1.00 X 0 0 0 ANTHONY BINSFELD TRUSTEE 1.00 X 0 0 0 ANN BOLAND TRUSTEE 1.00 X 0 0 0 GEORGIA CHRISTENSEN FSPA TRUSTEE 1.00 X 0 0 0 FR DAVID COUTURIER TRUSTEE 1.00 X 0 0 0 ANDREW DAHL TRUSTEE 1.00 X 0 0 0 CLARA GELATT TRUSTEE 1.00 X 0 0 0 KOURTNEY GIBSON TRUSTEE 1.00 X 0 0 0 MARGARET HAMMELL TRUSTEE 1.00 X 0 0 0 AMANDA HOEFLING TRUSTEE 1.00 X 0 0 0 CYNTHIA HOUGUM TRUSTEE 1.00 X 0 0 0 THERESA KELLER TRUSTEE 1.00 X 0 0 0 JANE KIRSCHLING TRUSTEE 1.00 X 0 0 0 GREGORY LIND TRUSTEE 1.00 X 0 0 0 FR TOM LINDNER TRUSTEE 1.00 X 0 0 0 JOHN LYCHE TRUSTEE 1.00 X 0 0 0 PAUL MOLLING DO TRUSTEE 1.00 X 0 0 0 MICHAEL NICKEL TRUSTEE 1.00 X 0 0 0 MICHAEL QUILLIN TRUSTEE 1.00 X 0 0 0 SCOTT RATHGABER MD TRUSTEE 1.00 X 0 0 0 DUANE RING JR TRUSTEE 1.00 X 0 0 0 ARBENDER ROBINSON TRUSTEE 1.00 X 0 0 0 MARK SKOGEN TRUSTEE 1.00 X 0 0 0 BRIAN SOLLER TRUSTEE 1.00 X 0 0 0 BRADLEY STURM TRUSTEE 1.00 X 0 0 0 BETH SUMNER TRUSTEE 1.00 X 0 0 0 MATTHEW WATSON TRUSTEE 1.00 X 0 0 0 RICHARD TRIETLEY PRESIDENT 40.00 X 327265 0 17838 TONYA WAGNER VICE PRESIDENT 40.00 X 147887 0 45463 AMY SCHMIDT VP OF FINANCE 40.00 X 94819 0 21766 JAMES SALMO VP OF ADVANCEMENT (THRU 4/24) 40.00 X 139073 0 35031 MICHELLE KRONFELD VP OF ENROLLMENT (THRU 6/24) 40.00 X 132801 0 40169 KIRSTEN GABRIEL VP OF STUDENT DEVELOPMENT 40.00 X 122365 0 6429 MARLENE DE LA CRUZ-GUZMAN VP OF DIVERSITY EQUITY & INCLUSION 40.00 X 118403 0 32424 MEGAN SMITH DEAN OF NURSING 40.00 X 115747 0 21527 1198360 0 220647 18 0 1 0 ARAMARK 1101 MARKET ST PHILADELPHIA PA 19107 FOOD SERVICE 2785685 ELLUCIAN 2003 EDMUND HALLEY DR STE 500 RESTON VA 20191 TECHNOLOGY SERVICES 368218 READY BUS LINE PO BOX 256 LA CRESCENT MN 55947 TRANSPORTATION SERVICES 303724 BORTON CONSTRUCTION 2 COPELAND AVE STE 201 LA CROSSE WI 54603 CONSTRUCTION SERVICES 233569 ATI 62277 COLLECTIONS CENTER DR CHICAGO IL 60693 NURSING STUDENT TESTING SERVICES 195216 14 64775 1085541 4513334 1061310 5663650 TUITION & FEES 611600 47386132 47386132 DORM/FOOD & OTHER AUXILARY 611710 6648561 6648561 EVENT ADMISSIONS 711110 987596 987596 OTHER STUDENT SERVICES 611600 94689 94689 55116978 3829669 3829669 30375 0 30375 30375 30375 55706642 56074767 546 -368125 -546 -368671 -368671 18434 64775 78639 -60205 -60205 64211796 48468417 0 10079729 19689897 19689897 745679 745679 21856008 17299726 3856986 699296 625454 486797 116182 22475 4990734 3766948 1086649 137137 1593678 1233517 309815 50346 55688 1690 53998 91181 2800 88381 225169 225169 5651928 1916750 3515406 219772 637606 76642 548694 12270 4529163 2477302 1927488 124373 2266630 210527 2054949 1154 987691 858442 63547 65702 88595 71534 17061 20036 20036 2393299 2393299 386444 21 386423 MEMBERSHIPS & PERIODICA 260266 91971 158184 10111 REFERENCE BOOKS 180064 131342 121 48601 193791 35467 143208 15116 67469001 50744672 15317976 1406353 5356085 3612441 2679866 5897769 501755 751281 68158 53450 1020976 927317 99802484 52873452 48277559 46929032 69905158 68819704 1892322 1586795 0 1000000 154867 109973 129856746 129687762 3189919 3677556 2510136 2506306 519993 537027 3838242 2856537 10058290 9577426 X 87238417 82308441 32560039 37801895 119798456 120110336 129856746 129687762 -3257205 3569085 0 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 64974762 1704349 6221047 757083 6578077 65564998 60778544 2435336 4956294 726845 2468567 64974762 68452038 559251 -7261554 710705 260486 60778544 55256922 164748 13711124 680756 68452038 55673184 354811 -42792 728281 55256922 0.49590 0.33220 0.17190 1 0 3840120 3840120 80184253 39793281 40390972 15640333 13080171 2560162 137778 137778 46929032 ASSETS RETIREMENT OBLIGATION 320980 OTHER LIABILITY - BOYS AND GIRLS CLUB 1000000 US GOVERNMENT GRANTS REFUNDABLE 1258912 OPERATING AND CAPITAL LEASES 276645 2856537 50401080 3569085 -17233271 -13664186 64065266 225169 -78639 146530 64211796 50089200 78639 78639 50010561 225169 17233271 17458440 67469001 PART IV, LINE 2B: THE UNIVERSITY MAINTAINS DEPOSITS FOR VARIOUS STUDENT ACTIVITIES; HOWEVER, THE UNIVERSITY'S FUNCTION IS LIMITED TO BOOKKEEPING ONLY. THE AMOUNTS ARE REPORTED IN THE ACCOMPANYING STATEMENTS OF FINANCIAL POSITION AS BOTH AN ASSET AND LIABILITY. PART V, LINE 4: ENDOWMENT FUNDS SUPPORT STUDENT SCHOLARSHIPS, ACADEMIC PROGRAMMING AND INSTITUTIONAL OPERATIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: SCHOLARSHIPS & GRANTS -17,233,271. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSE NETTED WITH SPECIAL EVENTS REVENUE -78,639. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 78,639. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS AND GRANTS 17,233,271. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 RACIALLY NON-DISCRIMINATORY POLICY IS CLEARLY EMPHASIZED IN ALL PRINT AND BROADCAST MEDIA ADVERTISING. SCHEDULE E, PART I, LINE 6 VITERBO UNIVERSITY RECEIVES GOVERNMENT GRANTS AND FEDERAL LOAN PROGRAM FUNDS. GOLF OUTING 72214 60105 12109 1796 32476 36231 GOLF SCRAMBLE 10995 4670 6325 8136 83209 64775 18434 1796 40612 36231 78639 -60205 1 INSTITUTIONAL GRANTS AND DISCOUNTS TO STUDENTS 1279 17940030 PART I, LINE 2: DISBURSEMENTS TO STUDENTS RECEIVING FINANCIAL AID ARE MADE IN ACCORDANCE WITH INSTITUTIONAL PROCEDURES TO ENSURE THAT THOSE RECEIVING THE AID ARE QUALIFYING RECIPIENTS. THESE RECIPIENTS ARE JUDGED WORTHY BY ASSESSING THEIR ACADEMIC ACHIEVEMENT, FINANCIAL NEED, AND OTHER SIMILAR STANDARDS. X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 RICHARD TRIETLEY PRESIDENT 325717 0 0 0 1548 0 16333 0 1505 0 345103 0 0 0 TONYA WAGNER VICE PRESIDENT 147569 0 0 0 318 0 7931 0 37532 0 193350 0 0 0 JAMES SALMO VP OF ADVANCEMENT (THRU 4/24) 137167 0 0 0 1906 0 7250 0 27781 0 174104 0 0 0 MICHELLE KRONFELD VP OF ENROLLMENT (THRU 6/24) 132389 0 0 0 412 0 6959 0 33210 0 172970 0 0 0 MARLENE DE LA CRUZ-GUZMAN VP OF DIVERSITY EQUITY & INCLUSION 117360 0 500 0 543 0 0 0 32424 0 150827 0 0 0 PART I, LINE 1A TRAVEL FOR COMPANIONS WAS PROVIDED TO PRESIDENT, RICHARD TRIETLEY, AND WAS NOT INCLUDED IN TAXABLE COMPENSATION. X 5 61310 FAIR MARKET VALUE X GOODWILL 1 1000000 APPRAISAL VALUE 0 0 1 0 PART I, COLUMN (B): THE ORGANIZATION TRACKS DIRECTLY THE NUMBER OF CONTRIBUTORS. FORM 990, PART VI, SECTION A, LINE 6 THE CORPORATION HAS NO CAPITAL STOCK BUT DOES HAVE MEMBERS AT ALL TIMES. THE MEMBERS OF THE CORPORATION SHALL BE THOSE PERSONS WHO ARE ELECTED MEMBERS OF VITERBO MINISTRIES, AND WHO HAVE THE TITLES OF CHAIRPERSON, VICE CHAIRPERSON, SECRETARY, TREASURER, AND SUCH OTHER OFFICERS AS MAY BE ELECTED FROM TIME TO TIME BY THE MEMBERS OF VITERBO MINISTRIES. EACH MEMBER IS ENTITLED TO ONE VOTE AND MAY HOLD OFFICE IN THE CORPORATION. FORM 990, PART VI, SECTION A, LINE 7A POWERS OF THE MEMBERS INCLUDE: TO CHANGE PHILOSOPHY, OBJECTIVES, AND PURPOSES OF THE CORPORATION; TO ELECT MEMBERS OF THE BOARD OF TRUSTEES; TO AMEND, ALTER, MODIFY, OR REPEAL ARTICLES OF INCORPORATION AND/OR BYLAWS; TO MERGE OR CONSOLIDATE THE CORPORATION WITH ANOTHER ORGANIZATION; TO DISSOLVE OR TERMINATE THE CORPORATION AND DETERMINE FINAL DISTRIBUTION OF ASSETS; TO REQUIRE A CERTIFIED AUDIT OF CORPORATE FUNDS AT ANY TIME. FORM 990, PART VI, SECTION A, LINE 7B THE FOLLOWING ACTIONS REQUIRE APPROVAL BY THE MEMBERS: APPOINTMENT OF THE PRESIDENT OF THE CORPORATION; ACQUISITION, PURCHASE, SALE, LEASE, TRANSFER, MORTGAGE, PLEDGE, OR ENCUMBRANCE OF ANY REAL ESTATE OR OF ANY SUBSTANTIAL PART OF OTHER ASSETS OF THE CORPORATION; ANY NEGOTIATION RESULTING IN AN INCREMENT OR ADDITIONS TO THE DEBT OF THE CORPORATION THAT EXCEEDS $2,500,000; ANY BORROWING NOT INDICATED IN THE CAPITAL OR OPERATING BUDGETS OF THE CORPORATION; THE ACCEPTANCE OF ANY CONTRACTS WHERE THE EXPENDITURE OF OBLIGATION INCURRED IS IN EXCESS OF $2,500,000. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED IN FULL BY MANAGEMENT. THE FORM (WITH SCHEDULE B OMITTED) IS THEN MADE AVAILABLE TO THE BOARD OF TRUSTEES AUDIT COMMITTEE AND FULL BOARD OF TRUSTEES VIA AN ONLINE PLATFORM. THE FORM IS THEN FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C IT IS THE RESPONSIBILITY OF EACH TRUSTEE TO DISCLOSE ANY DUALITY OF INTEREST OR POSSIBLE CONFLICT OF INTEREST AND TO MAKE THIS A MATTER OF RECORD EITHER THROUGH AN ANNUAL PROCESS OR WHEN THE INTEREST BECOMES A MATTER OF BOARD ACTION. ANY TRUSTEE HAVING A DUALITY OF INTEREST OR A POSSIBLE CONFLICT OF INTEREST ON ANY MATTER SHOULD NOT VOTE OR USE HIS/HER PERSONAL INFLUENCE ON THE MATTER AND HE/SHE SHOULD NOT BE COUNTED IN DETERMINING THE QUORUM FOR THE MEETING. THE MINUTES OF THE MEETING SHOULD REFLECT THAT THE DISCLOSURE WAS MADE, AND ABSTENTION WAS MADE FROM VOTING IN THE QUORUM SITUATION. THIS DUALITY OF INTEREST SHOULD NOT BE CONSTRUED AS PREVENTING THE TRUSTEE FROM BRIEFLY STATING HIS/HER POSITION IN THE MATTER OR FROM ANSWERING PERTINENT QUESTIONS OF OTHER TRUSTEES SINCE HIS/HER KNOWLEDGE MAY BE OF ASSISTANCE. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF TRUSTEES APPROVES ALL COMPENSATION AND COMPLETED A COMPENSATION STUDY IN 2024. FOR THE PRESIDENT: WAICU DATA IS USED FOR BENCHMARKING. FOR ALL OFFICERS/ADMINISTRATORS: CUPA DATA IS USED FOR BENCHMARKING. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST.