INSTITUTE FOR ECUMENICAL & CULTURAL RESEARCH: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- INSTITUTE FOR ECUMENICAL & CULTURAL RESEARCH (EIN 41-6057644)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-05-03
- IRS object ID
- 202301239349302140
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-03T12:57:22-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 S 6TH STREET SUITE 300 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 416057644 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INSTITUTE FOR ECUMENICAL & CULTURAL | BusinessNameLine1Txt |
| Business Name Line2 | RESEARCH | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INST | BusinessNameControlTxt |
| Phone | 3203633366 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2000 | AddressLine1Txt |
| City | COLLEGEVILLE | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 56321 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CYNTHIA GEHRIG | PersonNm |
| Person Title | SECRETARY/TREASURER | PersonTitleTxt |
| Phone | 3203633366 | PhoneNum |
| Signature | 2023-04-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CYNTHIA | PersonFirstNm |
| Person Last | GEHRIG | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHAD LASSEN | PreparerPersonNm |
| PTIN | P01587992 | PTIN |
| Phone | 6123764500 | PhoneNum |
| Preparation | 2023-04-24 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CYNTHIA GEHRIG | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2000 | AddressLine1Txt |
| City | COLLEGEVILLE | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 56321 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $9,710,824 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.COLLEGEVILLEINSTITUTE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1967 | FormationYr |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Activity Or Mission | COLLEGEVILLE INSTITUTE FOSTERS RELIGIOUS DIVERSITY, UNDERSTANDING, COOPERATION, INNOVATION, AND CULTIVATION AMONG RELIGIOUS AND COMMUNITY LEADERS THROUGH RESIDENCIES AND WORKSHOPS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 23 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,371,135 | PYContributionsGrantsAmt |
| CY Contributions Grants | $411,770 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $13,175 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $10,155 | CYProgramServiceRevenueAmt |
| PY Investment Income | $371,229 | PYInvestmentIncomeAmt |
| CY Investment Income | $239,146 | CYInvestmentIncomeAmt |
| PY Other Revenue | $793 | PYOtherRevenueAmt |
| CY Other Revenue | $173 | CYOtherRevenueAmt |
| PY Total Revenue | $1,756,332 | PYTotalRevenueAmt |
| CY Total Revenue | $661,244 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $811,937 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,003,996 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $221,913 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $879,470 | PYOtherExpensesAmt |
| CY Other Expenses | $1,158,744 | CYOtherExpensesAmt |
| PY Total Expenses | $1,691,407 | PYTotalExpensesAmt |
| CY Total Expenses | $2,162,740 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $64,925 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,501,496 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $17,725,955 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,362,454 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $140,108 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $96,272 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $17,585,847 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $14,266,182 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $633,237 | ExpenseAmt |
| Desc | CALLED TO LIVES OF MEANING & PURPOSE INITIATIVE: THE CALLED TO LIVES OF MEANING AND PURPOSE INITIATIVE AIMS TO DEEPEN AND ENRICH THE LIVES OF CHRISTIANS BY EQUIPPING THEM TODISCERN AND LIVE OUT THEIR CALLINGS AND TO ENHANCE THEVITALITY OF CONGREGATIONSBY DEVELOPING NEW MINISTRY MODELS FOR INSPIRING AND SUPPORTING THE CHRISTIAN CALLINGS OF THEIR MEMBERS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $476,762 | ExpenseAmt |
| Desc | ECCLESIAL LITERATURE PROJECT: DIRECT SUPPORT FOR PASTORS AND OTHERS WHO INTEND TO REACH A BROAD READING AUDIENCE THROUGH SERIOUS RELIGIOUS WRITING, AND ENDORSE THE ROLE THAT RELIGIOUS LITERATURE PLAYS IN THE CHRISTIAN LIFE, INCLUDING ECCLESIAL VOCATIONS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $351,244 | ExpenseAmt |
| Desc | COMMUNITIES OF CALLING INITIATIVE: THECOMMUNITIES OF CALLINGINITIATIVEINVITES CONGREGATIONS TO DESIGN NEW PROJECTS OR ENHANCE EXISTING MINISTRIES TO HELP CHRISTIANS DISCOVER AND DEEPEN THEIR SENSE OF GOD'S CALLING IN THEIR LIVES. THECOLLEGEVILLE INSTITUTESERVES AS THE HUB WHERE OUR 13 PARTNER CONGREGATIONS GATHER TO LEARN FROM EACH OTHER THROUGHOUT THE 5-YEAR PROGRAM. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (4 entries)
| ExpenseExpenseAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|
| $123,857 | $10,155 | RESIDENT PROGRAMS: SCHOLARS, CLERGY, CHURCH LEADERS, THINKERS, ARTISTS, AND WRITERS WHO ARE SEEKING TO DISCERN AND COMMUNICATE THE MEANING OF CHRISTIAN IDENTITY AND UNITY IN A RELIGIOUSLY AND CULTURALLY DIVERSE WORLD PARTICIPATE IN OURRESIDENCY PROGRAMS. |
| $61,317 | PASTORAL LEADERSHIP FELLOWS PROGRAM - MN: THECOLLEGEVILLE INSTITUTE RURAL MINNESOTA FELLOWS PROGRAMBRINGS TOGETHER ANECUMENICAL GROUPOF MINISTERS FROM RURAL MINNESOTA WITH PROFESSIONALS FROM OTHER SECTORS OF RURAL MINNESOTA SOCIETY IN ORDER TO STRENGTHEN THESE RELIGIOUS LEADERS' SENSE OF THEMSELVES AS CIVIC LEADERS AND PUBLIC THEOLOGIANS. CLERGY WHO SERVE RURAL AREAS IN MINNESOTA ARE OFTEN UNDERSERVED BY LEADERSHIP DEVELOPMENT OPPORTUNITIES DESIGNED TO MEET THEIR SPECIFIC NEEDS: WE HOPE TO HELP ADDRESS THIS DEFICIT THROUGH THE RURAL FELLOWS PROGRAM. | |
| $2,100 | SOCIAL CAPITAL BOOK PROJECT: BOOK PROJECT | |
| $24,361 | MULTI-RELIGIOUS FELLOWS PROGRAM: AN INITIATIVE WITH THE BACKING OF ADISTINGUISHED BOARDOF TWIN CITIES RELIGIOUS LEADERS. THIS PROGRAM BRINGS TOGETHER A GROUP OF EARLY-CAREER LEADERS, FIVE TO FIFTEEN YEARS INTO THEIR RELIGIOUS CALLING, FROM FIVE OF THE LARGEST RELIGIOUS COMMUNITIES IN THE LARGER METRO AREA. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $211,635 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $10,155 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $1,672,878 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | 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 | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | 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 | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| 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 | 0 | 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 | 38 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| 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 | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | 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 | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SAINT JOHN'S ABBEY BUSINESS OFFICE | PersonNm |
| Phone | 3203633366 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2900 ABBEY PLAZA | AddressLine1Txt |
| City | COLLEGEVILLE | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 56321 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|
| JACQUELINE BUSSIE | ||||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $67,835 | $0 | $50 | |||
| DONALD OTTENHOFF | ||||||||
| FORMER EXECUTIVE DIRECTOR | 40.00 | $99,474 | $0 | $10,035 | Yes (X) | |||
| KATHLEEN CAHALAN | ||||||||
| PROJECT DIRECTOR | 40.00 | $133,050 | $0 | $0 | Yes (X) | |||
| AMY FISTLER | ||||||||
| DIRECTOR OF DEVELOPMENT | 40.00 | $114,120 | $0 | $223 | Yes (X) | |||
| MARY PICKARD | ||||||||
| CHAIR; BOARD OF DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| WILLIAM CAHOY | ||||||||
| FORMER BOARD CHAIR | 3.00 | $0 | $0 | $0 | Yes (X) | |||
| KILIAN MCDONNELL | ||||||||
| PRESIDENT | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| KATHI AUSTIN MAHLE | ||||||||
| BOARD OF DIRECTOR | 1.50 | $0 | $0 | $0 | Yes (X) | |||
| SUSAN COLIANNI | ||||||||
| BOARD OF DIRECTOR | 1.50 | $0 | $0 | $0 | Yes (X) | |||
| HAL DRAGSETH | ||||||||
| BOARD OF DIRECTOR | 1.50 | $0 | $0 | $0 | Yes (X) | |||
| JAMES ALBERTS II | ||||||||
| BOARD OF DIRECTOR | 1.50 | $0 | $0 | $0 | Yes (X) | |||
| BRUCE ENSRUD | ||||||||
| BOARD OF DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| CINDY GEHRIG | ||||||||
| BOARD OF DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| PATRICIA LULL | ||||||||
| BOARD OF DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| HARRY PAPPAS | ||||||||
| BOARD OF DIRECTOR | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| SUSAN PETERSON | ||||||||
| BOARD OF DIRECTOR | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| ELLIE ROSCHER | ||||||||
| BOARD OF DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| ABBOT JOHN KLASSEN | ||||||||
| EX OFFICIO | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| PRIORESS SUSAN RUDOLPH | ||||||||
| EX OFFICIO | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| MICHAEL PATELLA OSB | ||||||||
| DELEGATE FOR EX OFFICIO | 1.50 | $0 | $0 | $0 | Yes (X) | |||
| ANN MARIE BIERMAIER OSB | ||||||||
| DELEGATE FOR EX OFFICIO | 1.50 | $0 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $414,479 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $10,308 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $2,500 | RelatedOrganizationsAmt |
| All Other Contributions | $409,270 | AllOtherContributionsAmt |
| Total Contributions | $411,770 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RESIDENCY | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $10,155 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $10,155 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $10,155 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $223,726 | TotalRevenueColumnAmt |
| Exclusion | $223,726 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,065,000 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,049,580 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $15,420 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,420 | TotalRevenueColumnAmt |
| Exclusion | $15,420 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Business | 624410 | BusinessCd |
| Total Revenue Column | $173 | TotalRevenueColumnAmt |
| Exclusion | $173 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $173 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $661,244 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $10,155 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $239,319 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $499,678 | TotalAmt |
| Program Services | $253,072 | ProgramServicesAmt |
| Management And General | $74,050 | ManagementAndGeneralAmt |
| Fundraising | $172,556 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $408,313 | TotalAmt |
| Program Services | $312,368 | ProgramServicesAmt |
| Management And General | $81,364 | ManagementAndGeneralAmt |
| Fundraising | $14,581 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,650 | TotalAmt |
| Program Services | $2,027 | ProgramServicesAmt |
| Management And General | $528 | ManagementAndGeneralAmt |
| Fundraising | $95 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,297 | TotalAmt |
| Program Services | $42,303 | ProgramServicesAmt |
| Management And General | $11,019 | ManagementAndGeneralAmt |
| Fundraising | $1,975 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,058 | TotalAmt |
| Program Services | $29,115 | ProgramServicesAmt |
| Management And General | $7,584 | ManagementAndGeneralAmt |
| Fundraising | $1,359 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,702 | TotalAmt |
| Management And General | $43,702 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,768 | TotalAmt |
| Program Services | $59,025 | ProgramServicesAmt |
| Management And General | $18,743 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,481 | TotalAmt |
| Program Services | $3,714 | ProgramServicesAmt |
| Management And General | $767 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,436 | TotalAmt |
| Program Services | $31,244 | ProgramServicesAmt |
| Management And General | $15,930 | ManagementAndGeneralAmt |
| Fundraising | $28,262 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,919 | TotalAmt |
| Program Services | $27,520 | ProgramServicesAmt |
| Management And General | $315 | ManagementAndGeneralAmt |
| Fundraising | $84 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,963 | TotalAmt |
| Program Services | $53,531 | ProgramServicesAmt |
| Management And General | $4,119 | ManagementAndGeneralAmt |
| Fundraising | $1,313 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $662,509 | TotalAmt |
| Program Services | $654,310 | ProgramServicesAmt |
| Management And General | $6,788 | ManagementAndGeneralAmt |
| Fundraising | $1,411 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,372 | TotalAmt |
| Program Services | $108,980 | ProgramServicesAmt |
| Management And General | $316 | ManagementAndGeneralAmt |
| Fundraising | $76 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,389 | TotalAmt |
| Program Services | $16,550 | ProgramServicesAmt |
| Management And General | $1,839 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| REPAIRS/MAINTENANCE | $72,389 | $71,414 | $797 | $178 |
| SECURITY/FIRE | $7,816 | $7,705 | $88 | $23 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,162,740 | TotalAmt |
| Program Services | $1,672,878 | ProgramServicesAmt |
| Management And General | $267,949 | ManagementAndGeneralAmt |
| Fundraising | $221,913 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,233,527 | BOYAmt |
| EOY | $4,366,921 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $540,008 | BOYAmt |
| EOY | $470,666 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $126,613 | BOYAmt |
| EOY | $51,506 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,360,355 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $794,677 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,362,257 | BOYAmt |
| EOY | $1,565,678 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,463,550 | BOYAmt |
| EOY | $7,907,683 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,725,955 | BOYAmt |
| EOY | $14,362,454 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $140,108 | BOYAmt |
| EOY | $96,272 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $140,108 | BOYAmt |
| EOY | $96,272 | 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 | $4,053,219 | BOYAmt |
| EOY | $3,778,319 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,532,628 | BOYAmt |
| EOY | $10,487,863 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,585,847 | BOYAmt |
| EOY | $14,266,182 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,725,955 | BOYAmt |
| EOY | $14,362,454 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$1,501,496 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,818,169 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| 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 | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| IRS Written Determination | Yes (X) | IRSWrittenDeterminationInd |
| Supported Organizations | 2 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (2 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| ORDER OF ST BENEDICT | ||||
| 410693973 | 1 | Yes (1) | $2,500 | $0 |
| SIS OF THE ORDER OF ST BEN | ||||
| 410695523 | 1 | Yes (1) | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 2 | SupportedOrganizationsTotalCnt |
| Support Sum | $2,500 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (1) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | 0 | OperateBenefitNonSuprtOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART I, ITEM G (VII) | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
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 D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,887,077 | BeginningYearBalanceAmt |
| Contributions | -$13,175 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,555,867 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$408,673 | OtherExpendituresAmt |
| End Year Balance | $7,909,361 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,882,323 | BeginningYearBalanceAmt |
| Contributions | $219,037 | ContributionsAmt |
| Investment Earnings Or Losses | $2,179,411 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$393,694 | OtherExpendituresAmt |
| End Year Balance | $9,887,077 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,445,329 | BeginningYearBalanceAmt |
| Contributions | $300,000 | ContributionsAmt |
| Investment Earnings Or Losses | $353,676 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$216,682 | OtherExpendituresAmt |
| End Year Balance | $7,882,323 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,649,448 | BeginningYearBalanceAmt |
| Contributions | $706,620 | ContributionsAmt |
| Investment Earnings Or Losses | $345,923 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$256,662 | OtherExpendituresAmt |
| End Year Balance | $7,445,329 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,534,725 | BeginningYearBalanceAmt |
| Contributions | $20,000 | ContributionsAmt |
| Investment Earnings Or Losses | $381,194 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$286,471 | OtherExpendituresAmt |
| End Year Balance | $6,649,448 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.23110 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.28860 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.48030 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,819,502 | OtherCostOrOtherBasisAmt |
| Depreciation | $627,970 | DepreciationAmt |
| Book Value | $1,191,532 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $121,846 | OtherCostOrOtherBasisAmt |
| Depreciation | $68,620 | DepreciationAmt |
| Book Value | $53,226 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $417,402 | OtherCostOrOtherBasisAmt |
| Depreciation | $98,087 | DepreciationAmt |
| Book Value | $319,315 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,605 | OtherCostOrOtherBasisAmt |
| Book Value | $1,605 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,565,678 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | -$1,156,925 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$1,818,169 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$1,818,169 | RevenueNotReportedAmt |
| Revenue Subtotal | $661,244 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $661,244 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,162,740 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,162,740 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,162,740 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE INSTITUTE'S ENDOWMENT FUNDS ARE INTENDED TO BE USED TO FUND INSTITUTE PROGRAM INITIATIVES AND SUPPORT THE INSTITUTE'S OPERATING BUDGET. 5% OF THE ANNUAL DRAW IS USED TO SUPPORT THE OVERALL MISSION OF THE INSTITUTE. BOARD DESIGNATED PORTION CURRENTLY SUPPORTS CAPITAL IMPROVEMENTS. |
| PART X, LINE 2: | THE INSTITUTE IS CLASSIFIED AS A TAX EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) AND IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(3) OF THE INTERNAL REVENUE CODE. THE INSTITUTE IS ALSO EXEMPT FROM MINNESOTA TAXES UNDER MINNESOTA STATUTE CHAPTER 290.05. THEREFORE, CONTRIBUTIONS TO THE INSTITUTE ARE CONSIDERED TAX DEDUCTIBLE. THE INSTITUTE FILES AS A TAX-EXEMPT ORGANIZATION, SHOULD THAT STATUS BE CHALLENGED IN THE FUTURE, ALL YEARS SINCE INCEPTION WOULD BE SUBJECT TO REVIEW BY THE IRS. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | EXECUTIVE COMMITTEE, ALL ARE ON THE GOVERNING BODY. THE EXECUTIVE COMMITTEE, COMPRISED OF THE OFFICERS OF THE BOARD, THE ABBOT OF SAINT JOHN'S ABBEY, AND MEMBERS-AT-LARGE AS NEEDED, AND CHAIRED BY THE CHAIR OF THE BOARD, SHALL HAVE AND EXERCISE THE AUTHORITY OF THE BOARD IN THE MANAGEMENT OF THE BUSINESS, PROPERTY, AND AFFAIRS OF THE CORPORATION IN THE INTERVALS BETWEEN MEETINGS OF THE BOARD BUT SUBJECT AT ALL TIMES TO THE CONTROL AND DIRECTION OF THE BOARD. |
| FORM 990, PART VI, SECTION A, LINE 2 | DONALD OTTENHOFF, EXECUTIVE DIRECTOR, & KATHLEEN CAHALAN, PROGRAM/GRANT DIRECTOR, HAVE A FAMILY RELATIONSHIP. |
| 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 | ALL DIRECTORS OF THE BOARD RECEIVE A COPY OF THE 990 PRIOR TO VOTING TAKES PLACE TO APPROVE FILING OF THE 990. EACH DIRECTOR IS ASKED TO REVIEW THE 990, IT IS ON THE AGENDA FOR DISCUSSION, PRIOR TO APPROVAL. |
| FORM 990, PART VI, SECTION B, LINE 12C | AT THE ANNUAL MEETING EACH BOARD OF DIRECTOR IS REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT. ANY CONFLICTS THAT ARE IDENTIFIED ARE DISCUSSED BY THE BOARD, OR BOARD RELATIONS COMMITTEE. WHEN THERE IS A CONFLICT THE MEMBER IS REQUIRED TO ABSTAIN FROM DICUSSION AND VOTING OF THE RELATED ISSUE. MEETING MINUTES INCLUDE DETAILS OF DISCUSSION AND DETERMINATION OF CONFLICT. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE EXECUTIVE DIRECTOR WORKS WITH THE EXECUTIVE COMMITTEE TO REVIEW AND DETERMINE SALARY AND ANNUAL INCREASES. THE OSB HUMAN RESOURCE DEPARTMENT IS CONSULTED AS NEEDED. THE LAST REVIEW WAS PERFORMED IN 2022. |
| 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. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
| 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 | Yes (1) | 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 | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | 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 |