2023-05-03T12:57:22-05:00 2022-06-30 410746749 CLIFTONLARSONALLEN LLP 220 S 6TH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2021-07-01 416057644 INSTITUTE FOR ECUMENICAL & CULTURAL RESEARCH INST 3203633366 PO BOX 2000 COLLEGEVILLE MN 56321 CYNTHIA GEHRIG SECRETARY/TREASURER 3203633366 2023-04-24 1 CYNTHIA GEHRIG 999009999 CHAD LASSEN P01587992 6123764500 2023-04-24 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z CYNTHIA GEHRIG PO BOX 2000 COLLEGEVILLE MN 56321 9710824 0 X WWW.COLLEGEVILLEINSTITUTE.ORG X 1967 MN COLLEGEVILLE INSTITUTE FOSTERS RELIGIOUS DIVERSITY, UNDERSTANDING, COOPERATION, INNOVATION, AND CULTIVATION AMONG RELIGIOUS AND COMMUNITY LEADERS THROUGH RESIDENCIES AND WORKSHOPS. 16 16 0 23 0 0 1371135 411770 13175 10155 371229 239146 793 173 1756332 661244 0 0 0 0 811937 1003996 0 0 221913 879470 1158744 1691407 2162740 64925 -1501496 17725955 14362454 140108 96272 17585847 14266182 X THE COLLEGEVILLE INSTITUTE, ROOTED IN CHRISTIAN TRADITION, BRINGS TOGETHER PEOPLE OF DIVERSE BACKGROUNDS AND PERSPECTIVES TO FOSTER THE WORLD'S HEALING THROUGH THE POWER OF RELIGIOUS IDEAS, INSIGHT, AND PRACTICES. 0 0 633237 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. 476762 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. 351244 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. 123857 10155 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. 61317 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. 2100 SOCIAL CAPITAL BOOK PROJECT: BOOK PROJECT 24361 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. 211635 10155 1672878 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 38 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 1 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MN X SAINT JOHN'S ABBEY BUSINESS OFFICE 3203633366 2900 ABBEY PLAZA COLLEGEVILLE MN 56321 JACQUELINE BUSSIE EXECUTIVE DIRECTOR 40.00 X 67835 0 50 DONALD OTTENHOFF FORMER EXECUTIVE DIRECTOR 40.00 X 99474 0 10035 KATHLEEN CAHALAN PROJECT DIRECTOR 40.00 X 133050 0 0 AMY FISTLER DIRECTOR OF DEVELOPMENT 40.00 X 114120 0 223 MARY PICKARD CHAIR; BOARD OF DIRECTOR 3.00 X X 0 0 0 WILLIAM CAHOY FORMER BOARD CHAIR 3.00 X 0 0 0 KILIAN MCDONNELL PRESIDENT 0.00 X X 0 0 0 KATHI AUSTIN MAHLE BOARD OF DIRECTOR 1.50 X 0 0 0 SUSAN COLIANNI BOARD OF DIRECTOR 1.50 X 0 0 0 HAL DRAGSETH BOARD OF DIRECTOR 1.50 X 0 0 0 JAMES ALBERTS II BOARD OF DIRECTOR 1.50 X 0 0 0 BRUCE ENSRUD BOARD OF DIRECTOR 2.00 X X 0 0 0 CINDY GEHRIG BOARD OF DIRECTOR 2.00 X X 0 0 0 PATRICIA LULL BOARD OF DIRECTOR 1.00 X 0 0 0 HARRY PAPPAS BOARD OF DIRECTOR 0.00 X 0 0 0 SUSAN PETERSON BOARD OF DIRECTOR 0.00 X 0 0 0 ELLIE ROSCHER BOARD OF DIRECTOR 2.00 X 0 0 0 ABBOT JOHN KLASSEN EX OFFICIO 2.00 X 0 0 0 PRIORESS SUSAN RUDOLPH EX OFFICIO 1.00 X 0 0 0 MICHAEL PATELLA OSB DELEGATE FOR EX OFFICIO 1.50 X 0 0 0 ANN MARIE BIERMAIER OSB DELEGATE FOR EX OFFICIO 1.50 X 0 0 0 414479 0 10308 2 0 0 0 0 2500 409270 411770 RESIDENCY 900099 10155 10155 10155 223726 223726 9065000 9049580 15420 15420 15420 OTHER REVENUE 624410 173 173 173 661244 10155 0 239319 499678 253072 74050 172556 408313 312368 81364 14581 2650 2027 528 95 55297 42303 11019 1975 38058 29115 7584 1359 43702 43702 77768 59025 18743 4481 3714 767 75436 31244 15930 28262 27919 27520 315 84 58963 53531 4119 1313 662509 654310 6788 1411 109372 108980 316 76 18389 16550 1839 REPAIRS/MAINTENANCE 72389 71414 797 178 SECURITY/FIRE 7816 7705 88 23 2162740 1672878 267949 221913 6233527 4366921 540008 470666 126613 51506 2360355 794677 1362257 1565678 9463550 7907683 17725955 14362454 140108 96272 140108 96272 X 4053219 3778319 13532628 10487863 17585847 14266182 17725955 14362454 -1501496 -1818169 0 X 0 1 X 1 0 X X X 2 ORDER OF ST BENEDICT 410693973 1 1 2500 0 SIS OF THE ORDER OF ST BEN 410695523 1 1 0 0 2 2500 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 SCHEDULE A, PART I, ITEM G (VII) THE ORDER PROVIDES A NUMBER OF SERVICES THAT SUPPORT THE WORK OF THE INSTITUTE. THESE INCLUDE ACCOUNTING, PAYROLL, UTILITIES, FIRE SAFETY, AND ACCESS TO CAMPUS RESOURCES, SPACE, AND PERSONNEL. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9887077 -13175 -1555867 -408673 7909361 7882323 219037 2179411 -393694 9887077 7445329 300000 353676 -216682 7882323 6649448 706620 345923 -256662 7445329 6534725 20000 381194 -286471 6649448 0.23110 0.28860 0.48030 0 0 1819502 627970 1191532 121846 68620 53226 417402 98087 319315 1605 1605 1565678 X -1156925 -1818169 -1818169 661244 0 661244 2162740 0 2162740 0 2162740 PART V, LINE 4: THE INSTITUTE'S ENDOWMENT FUNDS ARE INTENDED TO BE USED TO FUND INSTITUTE PROGRAM INITIATIVES AND SUPPORT THE INSTITUTE'S OPERATING BUDGET. 5% OF THE ANNUAL DRAW IS USED TO SUPPORT THE OVERALL MISSION OF THE INSTITUTE. BOARD DESIGNATED PORTION CURRENTLY SUPPORTS CAPITAL IMPROVEMENTS. PART X, LINE 2: THE INSTITUTE IS CLASSIFIED AS A TAX EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) AND IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(3) OF THE INTERNAL REVENUE CODE. THE INSTITUTE IS ALSO EXEMPT FROM MINNESOTA TAXES UNDER MINNESOTA STATUTE CHAPTER 290.05. THEREFORE, CONTRIBUTIONS TO THE INSTITUTE ARE CONSIDERED TAX DEDUCTIBLE. THE INSTITUTE FILES AS A TAX-EXEMPT ORGANIZATION, SHOULD THAT STATUS BE CHALLENGED IN THE FUTURE, ALL YEARS SINCE INCEPTION WOULD BE SUBJECT TO REVIEW BY THE IRS. FORM 990, PART 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. ORDER OF ST BENEDICT PO BOX 31802 CR 159 COLLEGEVILLE MN 56321 410693973 BENEDICTINES IN SERVICE TO THE CHURCH AND THE WORLD MN 501(C)(3) LINE 1 N/A 0 SISTERS OF THE ORDER OF ST BENEDICT 104 CHAPEL LANE ST JOSEPH MN 56374 410695523 INSTITUTE OF ROMAN CATHOLIC WOMEN DEDICATED TO THE SERVICE OF GOD MN 501(C)(3) LINE 1 N/A 0 0 0 1 0 0 0 0 0 0 0 1 1 1 1 1 0 0 0 0