2023-05-03T09:50:03-05:00 2022-06-30 410746749 CLIFTONLARSONALLEN LLP 8390 EAST CRESCENT PARKWAY SUITE 300 GREENWOOD VILLAGE CO 80111 990 2021-07-01 453656162 SAINT JOHN'S UNIVERSITY SAIN 3203632077 2850 ABBEY PLAZA PO BOX 2222 COLLEGEVILLE MN 563212222 JENNIFER MEYER CHIEF FINANCIAL OFFICER 3203632077 2023-03-15 1 JENNIFER MEYER 999009999 SARAH HINTZ P00492291 3037795710 2023-04-27 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z BRIAN BRUESS 2850 ABBEY PLAZA PO BOX 2222 COLLEGEVILLE MN 563212222 156427684 0 0928 X WWW.CSBSJU.EDU X 2012 MN TO FOSTER THE VITALITY OF COMMUNITY THROUGH LEARNING AND THE PURSUIT OF WISDOM. 40 39 1634 190 701349 284132 22242566 29452327 90034827 95774517 24119762 26260850 1145418 1604399 137542573 153092093 43267243 44563661 0 0 39777427 41111078 0 0 3309622 27094970 32185139 110139640 117859878 27402933 35232215 539721260 527991072 75649186 74353050 464072074 453638022 X SEE SCHEDULE O 0 0 68590400 44563661 76430199 INSTRUCTION: SAINT JOHN'S UNIVERSITY'S UNDERGRADUATE COLLEGE PROGRAMS ARE DESIGNED TO MEET THE NEEDS AND ASPIRATIONS OF YOUNG MEN, EMPHASIZING LEADERSHIP AND A PERSONAL DEVELOPMENT PROFILE THAT INCLUDES INTELLECTUAL, SPIRITUAL, EMOTIONAL AND PHYSICAL DEVELOPMENT. ITS VALUES-BASED AND VALUE-ADDED RESIDENTIAL LIBERAL ARTS EDUCATION PROVIDES THE FRAMEWORK FOR FULFILLING LIVES OF DISCIPLINED INQUIRY AND LEADERSHIP IN CAREERS DEVOTED TO THE PROFESSIONS, PUBLIC LIFE AND SERVICE TO OTHERS. UNDERGRADUATE FALL ENROLLMENT OF 1,526 FTE STUDENTS AND 347 GRADUATES. APPROXIMATELY 10 PERCENT OF GRADUATES GO DIRECTLY TO GRADUATE SCHOOL, WHILE THE REMAINDER CHOOSE TO FIND CAREER-RELATED POSITIONS OR ENTER SERVICE WORK.SAINT JOHN'S SCHOOL OF THEOLOGY: SEMINARY GRADUATE PROGRAM FOR MEN AND WOMEN IS A RICH AND DIVERSE LEARNING COMMUNITY IN THE BENEDICTINE TRADITION, WHERE STUDENTS RECEIVE STRONG SUPPORT FOR THEIR ACADEMIC AND SPIRITUAL DEVELOPMENT. THE GRADUATE PROGRAM OFFERS THE MASTER OF ARTS DEGREE IN THEOLOGY, LITURGICAL STUDIES, LITURGICAL MUSIC, PASTORAL MINISTRY, AND A MASTER OF DIVINITY DEGREE. THESE DEGREES PREPARE STUDENTS FOR ORDINATION TO THE ROMAN CATHOLIC PRIESTHOOD AND DEACONATE, FOR LAY MINISTRY, TEACHING, AND FURTHER ACADEMIC STUDY. GRADUATE FALL ENROLLMENT OF 70 FTE AND 23 GRADUATES. 24006049 0 2152040 STUDENT SERVICES AND PROGRAMMING: THROUGH A FOUR-YEAR RESIDENTIAL PROGRAM, NEARLY ALL STUDENTS (87%) LIVE ON CAMPUS. SAINT JOHN'S UNIVERSITY'S STUDENT DEVELOPMENT PROGRAMS PROMOTE THE HEALTH, SAFETY, LEARNING, GROWTH, AND DEVELOPMENT OF STUDENTS WITHIN THE CONTEXT OF COMMUNITY. WE ARE PARTICULARLY ATTENTIVE TO COLLEGE MEN AND THEIR ENGAGEMENT AND REFLECTION IN WAYS THAT ARE CONSISTENT WITH OUR CATHOLIC, BENEDICTINE, RESIDENTIAL, LIBERAL ARTS IDENTITY AND CHARACTER. THE FACULTY RESIDENT PROGRAM IS A DISTINCTIVE PART OF CAMPUS LIFE, WHEREBY BENEDICTINE PROFESSORS AND ADMINISTRATORS LIVE IN THE RESIDENCE AREAS AND SERVE AS ADULT MENTORS. 12707197 0 17026364 AUXILIARY SERVICES: AS A RURAL RESIDENTIAL CAMPUS, ST. JOHN'S UNIVERSITY OPERATES ITS AUXILIARY SERVICES TO ENHANCE THE EDUCATIONAL EXPERIENCE BY BUILDING A SENSE OF COMMUNITY. THESE AUXILIARY OPERATIONS PROVIDE SERVICES SUCH AS HOUSING, FOOD SERVICE, AND THE BOOKSTORE. 105303646 1 1 0 1 0 0 0 1 0 1 1 1 0 0 1 1 1 0 1 1 1 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 1 1 1 0 1 0 0 0 0 1 1 0 0 0 1 2235 0 1 1634 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 40 39 0 1 1 0 1 1 1 1 1 0 0 0 1 1 1 1 1 1 0 0 IL KY MA MD MI NY NH OR PA SC WI X JEREMY SCEGURA 3203632077 2850 ABBEY PLAZA PO BOX 2222 COLLEGEVILLE MN 563212222 JAMES MULLEN PRESIDENT 60.00 0.00 X X 219846 0 13259 LEANNE STEWART TRUSTEE - CHAIR 6.00 0.00 X X 0 0 0 BENNETT MORGAN TRUSTEE - VICE CHAIR 4.00 0.00 X X 0 0 0 GRETCHEN AGEE TRUSTEE 2.00 0.00 X 0 0 0 CORIE BARRY TRUSTEE 3.00 0.00 X 0 0 0 DENNIS BEACH OSB TRUSTEE/ASSOC PROFESSOR/FACULTY RESIDENT 50.00 0.00 X 0 0 0 SCOTT BECKER TRUSTEE 2.00 0.00 X 0 0 0 KATIE BOYLAN TRUSTEE 2.00 0.00 X 0 0 0 BARB BRANDES TRUSTEE 2.00 0.00 X 0 0 0 MARIA BURNHAM TRUSTEE 2.00 0.00 X 0 0 0 BRIAN CREVOISERAT TRUSTEE 2.00 0.00 X 0 0 0 TERRY DOLAN TRUSTEE 2.00 0.00 X 0 0 0 IAN DOMMER OSB TRUSTEE/FACULTY RES 50.00 0.00 X 0 0 0 MARY DOMBOVY TRUSTEE 2.00 0.00 X 0 0 0 SANDY FORSTER TRUSTEE 2.00 0.00 X 0 0 0 PHIL GALANIS TRUSTEE 2.00 0.00 X 0 0 0 STEVE HALVERSON TRUSTEE 2.00 0.00 X 0 0 0 LAURIE HAMEN TRUSTEE 2.00 0.00 X 0 0 0 MICHAELA HEDICAN OSB TRUSTEE 2.00 0.00 X 0 0 0 LINDA HOESCHLER TRUSTEE 2.00 0.00 X 0 0 0 JOE HOESLEY TRUSTEE 3.00 0.00 X 0 0 0 TOM HOKR TRUSTEE 2.00 0.00 X 0 0 0 JIM JAROCKI TRUSTEE 3.00 0.00 X 0 0 0 BRADLEY JENNIGES OSB TRUSTEE 2.00 50.00 X 0 0 0 TERRI KALLSEN TRUSTEE 3.00 0.00 X 0 0 0 BILL KLING TRUSTEE 2.00 0.00 X 0 0 0 DUSAN KOSIC TRUSTEE 2.00 0.00 X 0 0 0 MARY KRAMER TRUSTEE 2.00 0.00 X 0 0 0 PEGGY LADNER TRUSTEE 3.00 0.00 X 0 0 0 NINA LASCESKI OSB TRUSTEE 2.00 0.00 X 0 0 0 BENEDICT LEUTHNER OSB TRUSTEE 2.00 50.00 X 0 0 0 MICHELE MARTIN TRUSTEE 3.00 0.00 X 0 0 0 BRIAN MCGRANE TRUSTEE 3.00 0.00 X 0 0 0 DAN MCKEOWN TRUSTEE 4.00 0.00 X 0 0 0 GREG MELSEN TRUSTEE 2.00 0.00 X 0 0 0 JOHN MEOSKA OSB TRUSTEE/FACULTY RES 2.00 0.00 X 0 0 0 LYNN MYHRAN TRUSTEE 3.00 0.00 X 0 0 0 THOMAS NICOL TRUSTEE 3.00 0.00 X 0 0 0 MARILYN PORTER TRUSTEE 2.00 0.00 X 0 0 0 CHIP RAY TRUSTEE 3.00 0.00 X 0 0 0 MARY REUTER OSB TRUSTEE 2.00 0.00 X 0 0 0 DAVE ROBERTS TRUSTEE 3.00 0.00 X 0 0 0 ANTHONY RUFF OSB TRUSTEE/ASSOC PROFESSOR 50.00 0.00 X 0 0 0 CAROL SCHLEIF TRUSTEE 3.00 0.00 X 0 0 0 JOYCE SCHLOUGH TRUSTEE 2.00 0.00 X 0 0 0 DANIEL SCOTT TRUSTEE 2.00 0.00 X 0 0 0 AELRED SENNA OSB TRUSTEE 2.00 50.00 X 0 0 0 KELLY SKALICKY TRUSTEE 2.00 0.00 X 0 0 0 GREG SOUKUP TRUSTEE 3.00 0.00 X 0 0 0 MARY THOMPSON TRUSTEE 2.00 0.00 X 0 0 0 MIKE URBANOS TRUSTEE 2.00 0.00 X 0 0 0 JONA VAN DEUN TRUSTEE 2.00 0.00 X 0 0 0 DAN WHALEN TRUSTEE 3.00 0.00 X 0 0 0 RICHARD ADAMSON VP OF FINANCE AND ADMIN. 50.00 0.00 X 245064 0 43463 JENNIFER MEYER CFO 50.00 0.00 X 95842 0 19316 ROBERT CULLIGAN VP OF INSTITUTIONAL ADV. 50.00 0.00 X 234786 0 30282 RICHARD ICE PROVOST 50.00 0.00 X 216546 0 24304 JOHN YOUNG ASSOC VP INSTITUTIONAL ADV. 50.00 0.00 X 143108 0 114856 MICHAEL CONNOLLY VP OF STUDENT DEVELOP. 50.00 0.00 X 144769 0 17949 BARBARA MAY ACADEMIC DEAN 50.00 0.00 X 133196 0 93201 KENNETH OSBORNE CONTROLLER 50.00 0.00 X 143895 0 36872 DANIEL FINN PROFESSOR 50.00 0.00 X 120046 0 30152 1697098 0 423654 20 0 1 0 LS BLACK CONSTRUCTORS LLC 1959 SLOAN PLACE SAINT PAUL MN 55117 CONSTRUCTION 4888025 ORDER OF SAINT BENEDICT 2900 ABBEY PLAZA COLLEGEVILLE MN 56321 MAINTENANCE, REPAIRS, AND SERVICE 3361786 DIGITAL SCOREBOARDS LLC 333 SOUTH TAMIAMI TRAIL VENICE FL 34285 SCOREBOARD & INSTALLATION 655755 SPRINTURF LLC 146 FAIRCHILD STREET DANIEL ISLAND SC 29492 TURF & INSTALLATION 440300 CSNA ARCHITECTS 532 N TEJON STREET COLORADO SPRINGS CO 80903 ARCHITECT SERVICES 393631 17 34750 4979806 24437771 1610330 29452327 TUITION AND FEES 611310 76430199 76430199 FOOD SERVICES 531120 8619934 8539179 80755 RESIDENCE HALLS 531120 8019334 8003443 15891 STUDENT SERVICES & PRO 541800 2152040 2152040 OTHER AUXILIARIES 713940 553010 483742 69268 95774517 2918993 488741 2430252 23472 23472 25598936 2257079 23341857 23341857 23341857 103923 34750 77289 26634 26634 2001973 1001223 1000750 46694 954056 MISCELLANEOUS 900099 553543 553543 553543 153092093 95608603 701349 27329814 44563661 44563661 1253653 972073 281580 29471469 24285816 3348764 1836889 1776151 1465494 217674 92983 6623185 5428650 949265 245270 1986620 1577309 291345 117966 434269 432863 1406 79044 79044 122734 122734 224397 224397 2169031 1833274 272808 62949 637778 243455 307005 87318 47487 19233 21331 6923 961631 577452 360307 23872 5921 5921 9306558 8503470 800122 2966 1312699 1069227 117061 126411 664925 182094 313983 168848 265184 265184 5329906 4660643 669263 250838 79247 171591 STUDENT PROGRAMMING 5755820 5755820 OTHER AUXILIARIES 4278806 4278806 COST CENTER ALLOCATIONS 0 934643 -1136251 201608 338111 -425753 711231 52633 117859878 105303646 9246610 3309622 21788116 21146788 5930204 12243234 1477724 1898614 6720483 6757341 509227 550283 206500964 44136414 149376485 162364550 237301342 201084408 82377534 99742021 1488428 1383737 32751717 20820096 539721260 527991072 7953828 8718722 1631245 1210381 2164444 3880061 51594981 48936100 266087 69930 12038601 11537856 75649186 74353050 X 249714955 245826227 214357119 207811795 464072074 453638022 539721260 527991072 X 35232215 -44825418 -34641 -806208 X X 0 1 X 1 1 1 X 17507215 13434485 15980573 22242566 29452327 98617166 17507215 13434485 15980573 22242566 29452327 98617166 7438305 91178861 5364014 6340286 5924658 5624828 3023607 26277393 566337 623944 490285 484025 553543 2718134 127612693 479230941 0.71450 0.70890 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS REVENUE RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 0 0 0 0 1 138586 138586 0 PART II-B, LINE 1: SAINT JOHN'S UNIVERSITY IS A MEMBER OF THE 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 JOHN'S UNIVERSITY PAID THIS FIGURE IN MEMBERSHIP DUES TO MPCC DURING THE TAXABLE YEAR. A PORTION OF THIS AMOUNT, BUT NOT ALL OF IT, SUPPORTED ATTEMPTS TO INFLUENCE LEGISLATION WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ("LOBBYING"). THE AMOUNT OF LOBBYING EXPENSES PAID FROM SAINT JOHN'S UNIVERSITY'S DUES WAS SIGNIFICANTLY LESS THAN THAT AMOUNT. 985270 18607223 X X X 0 0 1 X 277868861 5882125 -16978578 9389463 -501119 257884064 205997332 7153703 71708476 7413880 -423230 277868861 208737647 3534248 2005704 8288123 -7856 205997332 196765905 5232264 14093637 7649579 -295420 208737647 179747004 4512331 17790734 5328192 -44028 196765905 0.29928 0.39718 0.30354 1 0 15343328 15343328 133983120 33509894 100473226 42822982 10626520 32196462 14351534 14351534 162364550 PRIVATE EQUITY 46187814 F VENTURE CAPITAL 15009663 F REAL ESTATE 33101860 F SECURITIES HELD OUTSIDE 5442684 F 99742021 ANNUITIES AND UNITRUSTS PAYABLE 5487978 OTHER LONG TERM LIABILITIES 1876095 LEASE LIABILITY 4173783 11537856 X 63750921 -44825418 1078512 -43746906 107497827 224397 45369869 45594266 153092093 74184973 34641 1078512 1113153 73071820 224397 44563661 44788058 117859878 PART III, LINE 4: THE UNIVERSITY HOLDS A HAND WRITTEN BIBLE, VARIOUS RARE BOOKS, AND DIGITAL IMAGES OF RARE OR ENDANGERED MANUSCRIPTS. THESE ITEMS ARE BEING PRESERVED FOR USE BY STUDENTS AND SCHOLARS FOR RESEARCH PURPOSES. PART IV, LINE 2B: THE UNIVERSITY HOLDS FUNDS ON BEHALF OF OTHER ORGANIZATIONS FOR FISCAL MANAGEMENT PURPOSES. THESE FUNDS ARE HELD BY THE UNIVERSITY AND DISTRIBUTED BACK TO THE ORGANIZATION UPON REQUEST. THE UNIVERSITY HAS RECOGNIZED THE FUNDS AS A LIABILITY IN THE STATEMENT OF FINANCIAL POSITION. PART V, LINE 4: THE UNIVERSITY'S ENDOWMENT DRAW IS USED TO SUPPORT STUDENT FINANCIAL AID, INSTRUCTION, PROGRAMMING, AND THE GENERAL OPERATIONS OF THE INSTITUTION. PART X, LINE 2: THE UNIVERSITY IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IT IS ALSO EXEMPT FROM STATE INCOME TAX. THE ORGANIZATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(2). THE UNIVERSITY IS SUBJECT TO UNRELATED BUSINESS INCOME TAX WITH RESPECT TO PARTNERSHIP INVESTMENT INCOME, ADVERTISING REVENUE, EVENTS REVENUE, AND BOOKSTORE WEBSITE SALES. THE UNIVERSITY HAS ADOPTED ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THIS STANDARD CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBES A RECOGNITION THRESHOLD 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. THE IMPLEMENTATION OF THIS STANDARD HAD NO IMPACT ON THE UNIVERSITY'S FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 1,001,223. SPECIAL EVENT EXPENSES 77,289. PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS AND GRANTS 44,563,661. ADJUSTMENT OF ACTUARIAL LIABILITY 806,208. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 1,001,223. SPECIAL EVENT EXPENSES 77,289. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS AND GRANTS 44,563,661. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 POLICIES ARE PUBLISHED ON THE UNIVERSITY'S WEBSITE, ADS IN LOCAL NEWSPAPERS AND OTHER PUBLICATIONS AS A RESULT OF EMPLOYMENT ANNOUNCEMENTS AS WELL AS CORRESPONDENCE WITH CURRENT AND POTENTIAL STUDENTS. SCHEDULE E, PART I, LINE 6 SAINT JOHN'S UNIVERSITY RECEIVES FEDERAL AND STATE AID FOR GRANTS AND WORK STUDY AND ALSO RECEIVED FUNDING AS PART OF THE HIGHER EDUCATION EMERGENCY RELIEF FUND. EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 11 PROGRAM SERVICES STUDENT PROGRAMS 1410305 MIDDLE EAST & NORTH AFRICA 0 2 PROGRAM SERVICES STUDENT PROGRAMS 36104 SOUTH AMERICA 0 1 PROGRAM SERVICES STUDENT PROGRAMS 22364 NORTH AMERICA (NON US) 0 2 PROGRAM SERVICES STUDENT PROGRAMS 17677 CENTRAL AMERICA AND THE CARIBBEAN 0 5 PROGRAM SERVICES STUDENT PROGRAMS 9593 MIDDLE EAST & NORTH AFRICA 0 2 PROGRAM SERVICES HMML PRESERVATION 105623 SUB-SAHARAN AFRICA 0 4 PROGRAM SERVICES HMML PRESERVATION 338626 RUSSIA AND NEIGHBORING STATES 0 1 PROGRAM SERVICES HMML PRESERVATION 25746 EUROPE (INCLUDING ICELAND & GREENLAND) 0 1 PROGRAM SERVICES HMML PRESERVATION 54458 SOUTH ASIA 0 1 PROGRAM SERVICES HMML PRESERVATION 1742 0 28 0 2 0 30 1966038 56200 2022238 1 0 0 0 0 1 PART I, LINE 3: ACCRUAL METHOD PART III ACCOUNTING METHOD: FOOTBALL GOLF 36700 8500 28200 16550 3450 ALUMNI GOLF 26425 1500 24925 13738 8918 2172 4 65883 19925 45958 19399 10011 431 129008 29925 99083 49687 18929 6053 74669 24414 1 STUDENT SCHOLARSHIPS & FINANCIAL AID 1531 44563661 N/A N/A PART I, LINE 2: THE OFFICE OF STUDENT FINANCIAL SERVICES MONITORS THE ELIGIBILITY AND AWARDING OF SCHOLARSHIPS AND FINANCIAL AID TO STUDENTS BY REVIEWING STUDENT NEED BASED ON THE FAFSA REPORT, AWARDING BASED ON PRE-DETERMINED AID CRITERIA, AND MONITORING THE STUDENT STATUS EACH TERM. X 1 1 X X X 0 0 0 0 0 0 0 0 0 RICHARD ADAMSON VP OF FINANCE AND ADMIN. 243567 0 0 0 1497 0 22679 0 20784 0 288527 0 0 0 ROBERT CULLIGAN VP OF INSTITUTIONAL ADV. 233808 0 0 0 978 0 20806 0 9476 0 265068 0 0 0 JOHN YOUNG ASSOC VP INSTITUTIONAL ADV. 142193 0 0 0 915 0 13814 0 101042 0 257964 0 0 0 RICHARD ICE PROVOST 215310 0 0 0 1236 0 19120 0 5184 0 240850 0 0 0 JAMES MULLEN PRESIDENT 216677 0 0 0 3169 0 1490 0 11769 0 233105 0 0 0 BARBARA MAY ACADEMIC DEAN 132923 0 0 0 273 0 12180 0 81021 0 226397 0 0 0 KENNETH OSBORNE CONTROLLER 143111 0 0 0 784 0 13611 0 23261 0 180767 0 0 0 MICHAEL CONNOLLY VP OF STUDENT DEVELOP. 144395 0 0 0 374 0 13336 0 4613 0 162718 0 0 0 DANIEL FINN PROFESSOR 118575 0 0 0 1471 0 11271 0 18881 0 150198 0 0 0 PART I, LINE 1A HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE - JAMES MULLEN. THE HOUSING ALLOWANCE IS NOT INCLUDED IN TAXABLE COMPENSATION. A MINNESOTA HIGHER EDUCATION FACILITIES AUTHORITY 410988525 60416H5Q3 2017-09-21 8265542 SEE PART VI 0 0 0 B MINNESOTA HIGHER EDUCATION FACILITIES AUTHORITY 410988525 60416HM84 2015-08-31 15543959 SEE PART VI 0 0 0 C MINNESOTA HIGHER EDUCATION FACILITIES AUTHORITY 410988525 60416HT38 2015-12-03 19710957 SEE PART VI 0 0 0 D MINNESOTA HIGHER EDUCATION FACILITIES AUTHORITY 410988525 60416JEQ9 2021-06-10 25268883 SEE PART VI 0 0 0 A 1505000 8265542 165310 8100232 2018 0 1 1 1 B 10180000 15543959 188622 15355337 2016 1 0 1 1 C 4895000 19710957 201633 19509324 2017 0 0 1 1 D 25268883 261494 16368116 8639273 0 0 0 0 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 B 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 C 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 D 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 0 1 0 0 0 0 1 B 0 0 0 1 0 0 0 0 1 C 0 0 0 1 0 0 0 0 1 D 0 1 0 0 0 0 0 0 1 A 1 B 1 C 1 D 1 DATE REBATE COMPUTATION PERFORMED ISSUER NAME: MINNESOTA HIGHER EDUCATION FACILITIES AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 10/01/2021 ISSUER NAME: MINNESOTA HIGHER EDUCATION FACILITIES AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 10/01/2016 ISSUER NAME: MINNESOTA HIGHER EDUCATION FACILITIES AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 10/01/2017 SCHEDULE K, PART I, LINE A, COLUMN (F) REFINANCE PRIOR BONDS ORIGINALLY ISSUED TO FUND CONSTRUCTION OF STUDENT HOUSING, COMMUNITY CENTER, AND DINING RENOVATIONS. SCHEDULE K, PART I, LINE B, COLUMN (F) REFINANCE TWO PRIOR BONDS ORIGINALLY ISSUED TO FUND SCIENCE CENTER, ATHLETIC COMPLEX, QUAD BUILDING RENOVATIONS, AND DORMITORIES. SCHEDULE K, PART I, LINE C, COLUMN (F) CONSTRUCTION OF LEARNING COMMONS AND RENOVATION OF EXISTING LIBRARY. SCHEDULE K, PART I, LINE D, COLUMN (F) CONSTRUCTION OF A NEW STUDENT RESIDENCE FACILITY AND RENOVATIONS TO OTHER CAMPUS BUILDINGS. 26000 STUDENT AID SCHOLARSHIP JEANMARIE COOK FAMILY MEMBER OF RICHARD ICE, A KEY EMPLOYEE OF THE ORGANIZATION 109888 EMPLOYMENT COMPENSATION, PROFESSOR 0 X 83 COST X 99652 COST X 50 1510595 FMV 0 0 1 1 PART I, COLUMN (B): THE NUMBER IN COLUMN (B) IS THE NUMBER OF CONTRIBUTIONS. PART I, LINE 32B: A THIRD PARTY IS SOMETIMES USED TO LIQUIDATE DONATED VEHICLES. FORM 990, PART III, LINE 1: DESCRIPTION OF ORGANIZATION'S MISSION: THE MISSION OF THE UNIVERSITY IS TO PROMOTE THE INTELLECTUAL, SOCIAL, AND SPIRITUAL GROWTH OF UNDERGRADUATE MEN THROUGH A DISTINCTIVE RESIDENTIAL LIBERAL ARTS EDUCATION. IN ADDITION, THE UNIVERSITY EDUCATES GRADUATE MEN AND WOMEN. IN THESE UNIQUE WAYS, THE UNIVERSITY CONTRIBUTES WISDOM AND SERVICE TO THE WELFARE OF CHURCH AND SOCIETY, THE ADVANCEMENT OF KNOWLEDGE, AND THE DEVELOPMENT OF HUMAN CULTURE. THE UNIVERSITY DRAWS UPON THE TRADITIONS OF THE CATHOLIC INTELLECTUAL LIFE AND BENEDICTINE MONASTICISM WITHIN THE BROADER CHRISTIAN HERITAGE AS AN AMERICAN INSTITUTION OF HIGHER EDUCATION. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES SHALL BE COMPOSED OF A RANGE OF BETWEEN EIGHT AND TWELVE MEMBERS, EACH WITH A VOTE: THE CHAIR AND VICE CHAIR(S) OF THE BOARD OF TRUSTEES; THE PRESIDENT OF THE UNIVERSITY; ONE TRUSTEE; ONE VOTING MEMBER APPOINTED BY THE CSB CORPORATE MEMBERS; AND THE OTHER MEMBERS AS DETERMINED BY THE BOARD OF TRUSTEES. AT ALL TIMES, ALL OF THIS COMMITTEE WILL BE COMPRISED OF VOTING TRUSTEES. BETWEEN MEETINGS OF THE BOARD OF TRUSTEES, THE EXECUTIVE COMMITTEE SHALL HAVE THE SAME POWERS AS THE BOARD OF TRUSTEES EXCEPT IT MAY NOT TAKE ANY ACTION INCONSISTENT WITH A PRIOR ACT OF THE BOARD OF TRUSTEES, APPROVE THE ANNUAL BUDGET, APPOINT OR REMOVE THE PRESIDENT OR INTERIM PRESIDENT, APPOINT OR RECOMMEND REMOVAL OF TRUSTEES OR OFFICERS, ALTER THE UNIVERSITY'S ARTICLES OF INCORPORATION, BYLAWS OR THE JOA, GRANT TENURE, INCUR CORPORATE INDEBTEDNESS, APPROVE MAJOR CAPITAL EXPENDITURES, OR TAKE ANY ACTION WHICH HAS BEEN RESERVED TO THE SJU CORPORATE MEMBERS OR SJU FOUNDING MEMBERS OR SPECIFICALLY RESERVED TO THE FULL BOARD. FORM 990, PART VI, SECTION A, LINE 3 THE REGISTRY PROVIDED AN INTERIM PRESIDENT TO SERVE SJU. EUGENE MCALLISTER SERVED AS INTERIM PRESIDENT EFFECTIVE 8/1/19 TO 5/31/21. COMPENSATION PAID THROUGH THE REGISTRY FOR EUGENE IN CALENDAR YEAR 2021 INCLUDED $141,667 OF REPORTABLE COMPENSATION AND $0 OF OTHER COMPENSATION. FORM 990, PART VI, SECTION A, LINE 4 THE FOLLOWING CHANGES WERE MADE DURING THE FISCAL YEAR TO THE ARTICLES OF INCORPORATION & BYLAWS: - THE MISSION STATEMENT IN THE BYLAWS HAS BEEN EXPANDED. - THE PRESIDENT OF THE COLLEGE OF SAINT BENEDICT IS SHARED WITH SAINT JOHN'S UNIVERSITY. - THE COLLEGE OF SAINT BENEDICT BOARD AND THE SAINT JOHN'S UNIVERSITY BOARD WILL HAVE COMMON MEMBERSHIP. - THE GOVERNING BODY COMPOSITION HAS BEEN ADJUSTED AND THEIR REQUIREMENTS HAVE BEEN ADDED TO. - CLASS A MEMBERS ARE NOW REFERRED TO AS SJU CORPORATE MEMBERS. - CLASS B MEMBERS ARE NOW REFERRED TO AS SJU FOUNDING MEMBERS. FORM 990, PART VI, SECTION A, LINE 6 THE UNIVERSITY SHALL HAVE TWO CLASSES OF MEMBERS. THE SJU CORPORATE MEMBERS SHALL CONSIST OF THE CHAIR OF THE SJU FOUNDING MEMBERS, AND FOUR ADDITIONAL PERSONS ELECTED BY THE SJU CORPORATE MEMBERS FROM THE SJU FOUNDING MEMBERS. THE SJU FOUNDING MEMBERS SHALL BE THE FINALLY PROFESSED MEMBERS IN GOOD STANDING OF SAINT JOHN'S ABBEY. THE ABBOT OF SAINT JOHN'S ABBEY SHALL BE THE EX OFFICIO CHAIR OF THE SJU FOUNDING MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A THE SJU CORPORATE MEMBERS SHALL HAVE THE AUTHORITY TO ELECT ONE SJU CORPORATE MEMBER TO THE BOARD OF TRUSTEES AND FILL A VACANCY IN SUCH POSITION. THE SJU FOUNDING MEMBERS SHALL ELECT TWO SJU FOUNDING MEMBERS TO THE BOARD OF TRUSTEES AND FILL A VACANCY IN SUCH POSITIONS. FORM 990, PART VI, SECTION A, LINE 7B THE UNIVERSITY TRUSTEES MAY NOT TAKE ANY OF THE FOLLOWING ACTIONS WITHOUT APPROVAL OF THE SJU CORPORATE MEMBERS: THE SALE, LEASE, OR ENCUMBRANCE OF REAL PROPERTY OWNED BY THE UNIVERSITY. THE INCURRENCE OF LONG-TERM DEBT IN AN AMOUNT WHICH, IN THE SOLE DETERMINATION OF THE SJU CORPORATE MEMBERS, EXCEEDS CANONICAL LIMITS. THE ADOPTION OR SUBSTANTIVE AMENDMENT OF THE GIFT POLICIES OF THE UNIVERSITY. APPOINTMENT OF THE PRESIDENT OR AN INTERIM PRESIDENT OF THE UNIVERSITY. ELECTION OF NEW TRUSTEES FOR AN INITIAL TERM, AND RE-ELECTION OF TRUSTEES FOR SUBSEQUENT TERMS. THE UNIVERSITY'S FILING OF A PETITION IN BANKRUPTCY, REORGANIZATION, OR SIMILAR ACTION. THE GIFT OR TRANSFER OF ASSETS, WHETHER IN THE FORM OF FUNDS, GOODS, SERVICES, OR OTHERWISE, FROM THE UNIVERSITY TO THE COLLEGE OF SAINT BENEDICT OR ANY OTHER PERSON OR ENTITY, WITHOUT THE UNIVERSITY RECEIVING ASSETS OF SUBSTANTIALLY THE SAME FAIR MARKET VALUE IN RETURN. THE UNIVERSITY'S LENDING OF MONEY TO, GUARANTEEING OR PLEDGING THE UNIVERSITY'S ASSETS AS SECURITY FOR AN OBLIGATION OF, BECOMING A SURETY FOR, OR OTHERWISE FINANCIALLY ASSISTING THE COLLEGE OF SAINT BENEDICT OR ANY OTHER PERSON OR ENTITY OUTSIDE OF THE USUAL AND REGULAR COURSE OF ACTIVITIES OF THE UNIVERSITY. THE FORMATION OF ANY PARENT, SUBSIDIARY, OR RELATED ORGANIZATION OF THE UNIVERSITY, OR THE UNIVERSITY'S ACQUISITION OF MORE THAN FIFTEEN (15%) PERCENT CONTROL, OWNERSHIP, OR MEMBERSHIP INTEREST IN ANOTHER ORGANIZATION. THE FORMATION OF A SEPARATE LEGAL ENTITY, PERSON, OR TRUST THAT SERVES AS A UNIVERSITY AFFILIATED FOUNDATION FOR THE PURPOSE OF FUNDRAISING AND ACCEPTING CHARITABLE ASSETS AND MAKING DISTRIBUTIONS OF THE SAME ON BEHALF OF THE UNIVERSITY, INCLUDING APPROVAL OF THE FOUNDATION'S GOVERNANCE STRUCTURE, COMPOSITION OF THE FOUNDATION'S GOVERNING BOARD, AND THE FOUNDATION'S PURPOSE, MISSION AND SCOPE OF ACTIVITIES. THE TRANSFER OR COMMINGLING OF THE ENDOWMENT ASSETS OF THE UNIVERSITY WITH THE ENDOWMENT ASSETS OF THE COLLEGE OF SAINT BENEDICT, UNLESS AUTHORIZED BY THE TERMS OF AN APPLICABLE GIFT. ADOPTION OF, OR A MATERIAL REVISION TO, THE MISSION OR MISSION STATEMENT OF STRONG INTEGRATION. ADOPTION OF NEW OR MATERIAL AMENDMENTS OR REVISIONS OF THE JOA, INCLUDING BUT NOT LIMITED TO THOSE ENUMERATED IN THE JOA. THE FOLLOWING ACTIONS REQUIRE THE APPROVAL OF BOTH THE UNIVERSITY TRUSTEES AND THE SJU CORPORATE MEMBERS: ADOPTION OF A NEW OR A MATERIAL REVISION OF THE MISSION OR MISSION STATEMENTS OF THE UNIVERSITY OR THE SCHOOL OF THEOLOGY AND SEMINARY. MERGER, ACQUISITION, CONSOLIDATION, OR COMBINATION OF THE UNIVERSITY OR ITS SUBSIDIARIES OR RELATED ORGANIZATIONS WITH ANY OTHER ORGANIZATION, OR THE SALE, LEASE, TRANSFER, GIFT, ENCUMBRANCE OR OTHER DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF THE UNIVERSITY, ANY OF ITS SUBSIDIARIES OR A RELATED ORGANIZATION. ELECTING TO TERMINATE STRONG INTEGRATION. VOLUNTARY DISSOLUTION OF THE UNIVERSITY, INCLUDING THE DISTRIBUTION OF ASSETS IN DISSOLUTION AS SET FORTH IN THE PLAN OF DISSOLUTION. SIGNIFICANT MODIFICATION OR CHANGE OF THE SCOPE OF OR CLOSURE OF THE SCHOOL OF THEOLOGY AND SEMINARY, OR ACTIONS OF THE UNIVERSITY THAT MAY IMPAIR, OR THREATEN THE EXISTENCE OF THE SCHOOL OF THEOLOGY AND SEMINARY. AMENDMENT OF THE BYLAWS. FORM 990, PART VI, SECTION B, LINE 11B THE AUDIT COMMITTEE CHAIR AND MANAGEMENT REVIEWS THE FULL FORM 990, INCLUDING SCHEDULE B. THE AUDIT COMMITTEE REVIEWS THE PUBLIC INSPECTION COPY OF THE FORM 990 BEFORE FILING. THE BOARD OF TRUSTEES WILL RECEIVE THE PUBLIC INSPECTION COPY OF THE FORM 990 AFTER FILING. FORM 990, PART VI, SECTION B, LINE 12C THE UNIVERSITY'S CONFLICT OF INTEREST POLICY APPLIES TO ALL TRUSTEES, OFFICERS, EXECUTIVE-LEVEL EMPLOYEES, AND NON-TRUSTEE MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS. A PERSON WHO HAS AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST MUST DISCLOSE THE EXISTENCE AND NATURE OF HIS OR HER RELATIONSHIP OR FINANCIAL INTEREST TO THE CHAIR OF THE BOARD OF TRUSTEES OR THE RELEVANT COMMITTEE CHAIR. THE CHAIR OF THE MEETING SHALL REPORT THE DISCLOSURE AT THE MEETING AND THE DISCLOSURE SHALL BE REFLECTED IN THE MINUTES OF THE MEETING. AFTER DISCLOSURE OF THE POTENTIAL CONFLICT OF INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED COVERED PERSON, SUCH COVERED PERSON SHALL LEAVE THE BOARD OR COMMITTEE MEETING AT WHICH THE PROPOSED TRANSACTION OR ARRANGEMENT WITH THE UNIVERSITY IS CONSIDERED. THE REMAINING MEMBERS OF THE BOARD OR COMMITTEE SHALL THEN DISCUSS AND VOTE ON WHETHER A CONFLICT OF INTEREST EXISTS AND SHALL SEEK THE ADVICE OF LEGAL COUNSEL WHERE APPROPRIATE IN MAKING SUCH A DETERMINATION. THE COVERED PERSON WHO IS KNOWN TO HAVE A CONFLICT OF INTEREST WITH RESPECT TO A TRANSACTION OR ARRANGEMENT THAT WILL BE VOTED ON AT A MEETING SHALL NOT BE COUNTED IN DETERMINING THE PRESENCE OF A QUORUM FOR PURPOSES OF THE VOTE. SUCH PERSON'S INELIGIBILITY TO VOTE SHALL BE REFLECTED IN THE MINUTES OF THE MEETING. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMPENSATION COMMITTEE ACTS ON BEHALF OF THE BOARD OF TRUSTEES (THE "BOARD") TO FULFILL THE BOARD'S OVERSIGHT RESPONSIBILITIES FOR DETERMINING THE ADEQUACY AND REASONABLENESS OF THE TOTAL COMPENSATION PAID TO THE PRESIDENT AND OTHER SENIOR OFFICERS THAT THE EXECUTIVE COMPENSATION COMMITTEE MAY DETERMINE ARE IN A POSITION TO EXERCISE SUBSTANTIAL INFLUENCE OVER THE AFFAIRS OF THE UNIVERSITY. HUMAN RESOURCES GATHERS SALARY SURVEY DATA FROM VARIOUS GROUPS INCLUDING BUT NOT LIMITED TO: 1) PEER AND ASPIRANT INSTITUTIONS; 2) MINNESOTA PRIVATE COLLEGES; 3) MINNESOTA PRIVATE COLLEGES PEERS 4) COLLEGE AND UNIVERSITY PERSONNEL ASSOCIATION (CUPA) FOR PRIVATE, BACCALAUREATE INSTITUTIONS UTILIZING ESTABLISHED ENROLLMENT AND BUDGET CRITERIA. THE EXECUTIVE COMPENSATION COMMITTEE RECOMMENDS CHANGES IN COMPENSATION TO THE EXECUTIVE COMMITTEE OF THE BOARD FOR FINAL REVIEW AND APPROVAL THROUGH FORMAL BOARD RESOLUTION. THIS PROCESS WAS LAST UNDERTAKEN IN 2022 FOR THE PRESIDENTIAL SEARCH. FOR OTHER OFFICERS OF THE UNIVERSITY, THE COMPENSATION PROGRAM IS MARKET-BASED. A MARKET ANALYSIS IS COMPLETED BY HUMAN RESOURCES USING CUPA-HR (COLLEGE & UNIVERSITY PROFESSIONAL ASSOCIATION FOR HUMAN RESOURCES) SALARY SURVEY DATA AND GENERAL INDUSTRY DATA, AS APPLICABLE. THE CRITERIA FOR THE MARKET ANALYSIS INCLUDES A REVIEW AT A NATIONAL LEVEL OF PRIVATE INDEPENDENT HIGHER EDUCATION INSTITUTIONS WITH RESPECT TO ENROLLMENT, BUDGET, AND CARNEGIE CLASSIFICATION. DATA IS PROVIDED ANNUALLY TO THE PRESIDENT FOR REVIEW/DECISION, AND COMPENSATION WAS LAST REVIEWED IN FALL 2022. ADDITIONAL REVIEW OF OFFICER LEVEL POSITIONS TO DETERMINE THE ADEQUACY AND REASONABLENESS OF TOTAL COMPENSATION MAY BE CONDUCTED BY THE EXECUTIVE COMPENSATION COMMITTEE, AS NOTED IN THE RESPONSE ABOVE. SUCH REVIEW GENERALLY APPLIES TO THE POSITIONS OF CHIEF ACADEMIC OFFICER (PROVOST) AND CHIEF FINANCE OFFICER (VP OF FINANCE & ADMINISTRATION/CFO). FORM 990, PART VI, SECTION C, LINE 19 SAINT JOHN'S UNIVERSITY MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICIES AVAILABLE TO THE PUBLIC UPON REQUEST. THE UNIVERSITY MAKES ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC ON ITS WEBSITE AND UPON REQUEST. FORM 990, PART XI, LINE 9: ADJUSTMENT OF ACTUARIAL LIABILITY -806,208. FORM 990, PART XII, LINE 2C: THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. 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