2025-05-13T08:53:41-05:00 2024-06-30 410746749 CLIFTONLARSONALLEN LLP 8215 GREENWAY BOULEVARD SUITE 600 MIDDLETON WI 53562 990 2023-07-01 391024723 MARIAN UNIVERSITY INC MARI 9209238614 45 SOUTH NATIONAL AVENUE FOND DU LAC WI 54935 MICHAEL MOOS VICE PRESIDENT OF FINANCE 9209238614 2025-05-10 1 1 KIMBERLY ANDERSON P00188889 6086628600 2025-05-10 2023 2025-03-06 01:10:19Z MICHAEL MOOS 45 SOUTH NATIONAL AVENUE FOND DU LAC WI 54935 50086752 0 1 X WWW.MARIANUNIVERSITY.EDU X 1963 WI MARIAN UNIVERSITY IS A CATHOLIC LIBERAL ARTS INSTITUTION OF HIGHER LEARNING OFFERING UNDERGRADUATE, GRADUATE, AND CONTINUING EDUCATION PROGRAMS WITH APPROXIMATELY 1,500 STUDENTS ANNUALLY. 16 16 677 20 190899 0 5732847 3580639 33687618 34569799 -819763 -157777 458737 560794 39059439 38553455 15722121 14890425 0 0 14913664 14000291 0 0 0 10780484 9932017 41416269 38822733 -2356830 -269278 55777531 57216889 5009653 5734942 50767878 51481947 X MARIAN UNIVERSITY IS A CATHOLIC APPLIED LIBERAL ARTS COMMUNITY THAT WELCOMES DIVERSE SPIRITUAL TRADITIONS SPONSORED BY THE CONGREGATION OF SISTERS OF ST AGNES. MARIAN UNIVERSITY ENGAGES STUDENTS IN THE EDUCATION OF THE WHOLE PERSON. WE EMBRACE JUSTICE AND COMPASSION AND TRANSFORM LIVES FOR PROFESSIONAL SERVICE AND LEADERSHIP IN THE GLOBAL COMMUNITY. THE FIVE CORE VALUES OF MARIAN UNIVERSITY INSPIRE EVERYTHING WE DO AT MARIAN UNIVERSITY - IN THE CLASSROOM, IN ACTIVITIES, IN SERVICE TO OTHERS AND IN OUR RELATIONSHIPS WITH EACH OTHER. COMMUNITY - RESPECTING OUR DIVERSITY AS INDIVIDUALS, WE ENCOURAGE, CHALLENGE AND NURTURE ONE ANOTHER, JOINING TOGETHER TO ACCOMPLISH OUR SHARED MISSION AND VISION. LEARNING - WE ENGAGE IN A COLLABORATIVE LIFELONG PROCESS OF SEEKING TRUTH AND APPROPRIATING KNOWLEDGE AND VALUES TO TRANSFORM THE INDIVIDUAL, OUR COMMUNITIES AND THE WORLD SERVICE THROUGH ACTIVE SERVICE AND MINISTRY. WE SUPPORT ONE ANOTHER AND SEEK TO MEET THE NEEDS OF THE LARGER COMMUNITY. 0 0 30521649 14890425 34970751 MARIAN UNIVERSITY IS A CATHOLIC LIBERAL ARTS INSTITUTION PROVIDING A COMBINATION OF EXCELLENT PROFESSIONAL TRAINING WITH A QUALITY LIBERAL ARTS EDUCATION. ANNUALLY IT SERVES APPROXIMATELY 1,500 STUDENTS. 30521649 1 1 0 1 0 0 0 0 0 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 1 0 0 0 0 0 0 0 0 0 0 0 1 117 0 677 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 16 16 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X MICHAEL MOOS 9209238103 45 S NATIONAL AVE FOND DU LAC IN 56935 HOLLY M BRENNER BOARD VICE CHAIR 1.00 X X 0 0 0 DAVID KLUMPYAN BOARD CHAIR 1.00 X X 0 0 0 BRIAN H BAKER TRUSTEE 1.00 X 0 0 0 MARY CHRISTINE FELLERHOFF TRUSTEE 1.00 X 0 0 0 PAUL M GIDDINGS TRUSTEE 1.00 X 0 0 0 TONY GOEBEL TRUSTEE 1.00 X 0 0 0 DEBRA HELLER TRUSTEE 1.00 X 0 0 0 THOMAS HERRE TRUSTEE 1.00 X 0 0 0 DONNA INNES TRUSTEE 1.00 X 0 0 0 MARK LASKY TRUSTEE 1.00 X 0 0 0 SUSAN W MARTIN TRUSTEE 1.00 X 0 0 0 TED NEITZKE TRUSTEE 1.00 X 0 0 0 STEPHEN P RECCA TRUSTEE 1.00 X 0 0 0 AARON A SADOFF PRESIDENT BEGINNING JUNE 2024 1.00 X X 0 0 0 ERIC P STONE TRUSTEE 1.00 X 0 0 0 ADAM WUNDERLIN TRUSTEE 1.00 X 0 0 0 JOHN PFEIFER TRUSTEE 1.00 X 0 0 0 MICHELLE MAJEWSKI PRESIDENT THRU JUNE 2024 40.00 X 261539 0 1655 JASON BARTELT VP OF ENROLLMENT 40.00 X 143461 0 1180 JOSHUA CLARY VP OF STUDENT LIFE 40.00 X 123420 0 528 ALAN JOHNSON AVP OF ACADEMIC AFFAIRS 40.00 X 124391 0 1042 JESSICA LITTLE ASSOCIATE PROFESSOR 40.00 X 107752 0 133 CHERYL SEELIG ASSOCIATE DEAN NURSING 40.00 X 136893 0 4933 897456 0 9471 6 0 1 0 SEXTANT MARKETING LLC 1860 N AVENIDA REPUBLICA DE CUBA TAMPA FL 33605 MARKEING SERVICES 383606 ELLUCIAN COMPANY LLC 4 COPUNTRY VIEW ROAD MALVERN PA 193551408 SOFTWARE MAINTENANCE AND LICENSE FEES 104589 SYMMETRY ENERGY SOLUTIONS LLC 9811 KATY FREEWAY SUITE 1400 HOUSTON TX 77024 NATURAL GAS DELIVERER 102832 3 31231 602863 2946545 3580639 TUITION AND FEES - UNDERGRAD 611310 28831346 28831346 GRADUATE PROGRAM TUITION 611310 2362819 2362819 DORMITORY AND APARTMENT RENTAL 721310 2198314 2198314 BOARD PLAN REVENUE 722210 1039351 1039351 EAA, CSA AND STAYER CENTER REVEN 721310 114867 114867 23102 23102 34569799 310181 310181 14581 0 14581 14581 14581 10605940 10091114 982784 514826 -982784 -467958 -467958 369435 31231 459399 -89964 -89964 MISCELLANEOUS 900099 557926 536702 21224 SPECIAL EVENTS 722320 78251 2219 76032 636177 38553455 34970751 190899 -188834 14890425 14890425 270623 202967 67656 12032348 9102316 2930032 7285 5464 1821 822083 731293 90790 867952 662775 205177 61029 61029 79099 79099 85581 85581 1591602 684186 907416 655640 95536 560104 1050732 678421 372311 439701 122353 317348 1382007 533043 848964 706403 699348 7055 114008 102509 11499 3926 3926 2171980 1130951 1041029 391201 48046 343155 MEMBERSHIPS & SUBSCRIPT 277933 143234 134699 OTHER EXPENSE 266018 225807 40211 GRANT EXPENSE 195929 195929 BAD DEBT AND COLLECTION 163133 163133 296095 267046 29049 38822733 30521649 8301084 0 1000 498669 3871957 5498247 91594 825030 644223 1739 1463 7545 7735 124647 198815 65739072 37274546 28981524 28464526 19050089 19879793 2914000 1931824 55777531 57216889 1032594 885457 3308915 4310409 125312 81085 542832 457991 5009653 5734942 X 37139211 37225029 13628667 14256918 50767878 51481947 55777531 57216889 -269278 983347 0 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 1 4815 0 0 0 4815 0 10062299 25200 1186019 673852 10599666 10235636 33005 16763 223105 10062299 9753603 26895 455138 10235636 7476825 52503 2574275 350000 9753603 7680867 41868 75236 321146 7476825 0.00000 0.59210 0.40790 0 0 933766 933766 47403959 22410021 24993938 3031320 2068870 962450 13381452 11862121 1519331 988575 933534 55041 28464526 STUDENT AND OTHER DEPOSITS 189972 ENVIRONMENTAL REMEDIATION LIABILITY 268019 457991 25988398 983347 1442183 2425530 23562868 85581 14905006 14990587 38553455 25274329 1442183 1442183 23832146 85581 14905006 14990587 38822733 PART V, LINE 4: THE ORGANIZATION MAINTAINS ENDOWMENT FUNDS IN ORDER TO UTILIZE THE INCOME TO PROVIDE SCHOLARSHIPS TO THE STUDENTS OF THE UNIVERSITY. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE INCLUDED ON FORM 990, PART VIII, LINE 8B 459,399. DISPOSAL OF ASSETS 608. WRITE DOWN IN VALUE OF ASSET HELD FOR INVESTMENT 982,176. PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS AND ALLOWANCES 14,890,425. RENTAL INCOME 14,581. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE INCLUDED ON FORM 990, PART VIII, LINE 8B 459,399. DISPOSAL OF ASSETS 608. WRITE DOWN IN VALUE OF ASSET HELD FOR INVESTMENT 982,176. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS AND ALLOWANCES 14,890,425. RENTAL INCOME 14,581. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 MARIAN UNIVERSITY DRAWS STUDENTS NATIONWIDE. MATERIALS USED IN PROMOTIONAL ACTIVITIES AND RECRUITING EFFORTS INCLUDE A STATEMENT THAT MARIAN UNIVERSITY ADMITS STUDENTS OF ANY RACE, COLOR, RELIGION, AND NATIONAL OR ETHNIC ORIGIN. SCHEDULE E, PART I, LINE 6 THE UNIVERSITY RECEIVED FROM GOVERNMENTAL AGENCIES THE FOLLOWING FINANCIAL AID: -PELL GRANT SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANT -COLLEGE WORK STUDY -TRIO ALUMNI GOLF OUTING 26255 14850 11405 5842 9418 BUSINESS AND INDUSTRY DINNER 24517 16381 8136 3243 3846 16 349894 349894 437050 400666 31231 369435 9085 450314 459399 -89964 1 SCHOLARSHIPS AND GRANTS (FINANCIAL AID) 1454 14890425 PART I, LINE 2: STUDENTS REQUESTING FINANCIAL AID ARE REQUIRED TO FILL OUT A FINANCIAL AID FORM FOR EACH ACADEMIC YEAR. THE FINANCIAL AID OFFICE USES THIS INFORMATION TO DETERMINE WHICH STUDENTS QUALIFY FOR CERTAIN PROGRAMS AND SCHOLARSHIPS (FOR EXAMPLE - PELL, COLLEGE WORK-STUDY, SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANT, ETC.) X X 1 1 X X X X 0 0 0 0 0 0 0 0 0 MICHELLE MAJEWSKI PRESIDENT THRU JUNE 2024 261539 0 0 0 0 0 1107 0 698 0 263344 0 0 0 PART I, LINE 1A SOCIAL CLUB DUES WEREN'T INCLUDED ON W2 SINCE CONSIDERED A DE MINIMUS FRINGE BENEFIT. CD SMITH CONSTRUCTION HOLLY BRENNER, OFFICER IS SENIOR VP STRATEGIC DEV & MARKETING 1421740 CONSTRUCTION SERVICES 0 FORM 990, PART VI, SECTION A, LINE 6 THE CORPORATION HAS TWO CLASSES OF MEMBERS. CLASS A (GENERAL SUPERIOR OF THE CONGREGATION AND THOSE PERSONS WHO ARE MEMBERS OF THE GENERAL COUNCIL OF THE CONGREGATION) AND CLASS B (APPOINTED BY CLASS A). FORM 990, PART VI, SECTION A, LINE 7A CONGREGATION OF SISTERS OF ST. AGNES (CSA) ARE CORPORATE MEMBERS, WHO APPROVE THE MEMBERS OF THE GOVERNING BODY. CORPORATE MEMBERS APPOINT TWO PERSONS TO BE ON THE BOARD OF TRUSTEES: 1)SPONSORSHIP LIASON 2) AS A REPRESENTATIVE FOR GENERAL SUPERIOR OF CSA. FORM 990, PART VI, SECTION A, LINE 7B TRANSACTIONS OVER $500,000 THAT INVOLVE ACQUISITION OR ALIENATION (SELLING) OF LAND OR BUILDINGS OR INCURRING DEBT NEED TO BE APPROVED BY CLASS B MEMBERS. TRANSACTIONS OVER $5,705,000 (ACQUISITION OR ALIENATION OF LAND OR BUILDINGS OR INCURRING DEBT) NEED TO BE APPROVED BY CLASS A MEMBERS AND THE CONGREGATION FOR RELIGIOUS OF THE VATICAN. FORM 990, PART VI, SECTION B, LINE 11B IT IS THE POLICY OF MARIAN UNIVERSITY, INC. TO HAVE THE IRS FORM 990 REVIEWED INTERNALLY PRIOR TO FILING THE FORM WITH THE IRS, AND TO HAVE A PROCEDURE IN PLACE WHICH ENABLES MEMBERS OF THE BOARD OF TRUSTEES TO ASK QUESTIONS AND SEEK CLARIFICATION OF THE DETAILS CONTAINED IN THE FORM. THE EXTERNAL AUDITOR IS ENGAGED TO PREPARE AND ELECTRONICALLY FILE THE IRS FORM 990. THE EXTERNAL AUDITOR USES INFORMATION PROVIDED BY THE UNIVERSITY TO PREPARE THE 990. THE EXTERNAL AUDITOR WILL THEN PROVIDE A DRAFT COPY OF THE 990 TO THE CONTROLLER AND VP FOR BUSINESS & FINANCE FOR REVIEW. AFTER THE CONTROLLER AND VP FOR BUSINESS & FINANCE HAS COMPLETED HIS/HER REVIEW, A DRAFT COPY WILL BE SENT TO THE PRESIDENT FOR HIS/HER REVIEW. AFTER THE PRESIDENT'S REVIEW A DRAFT COPY IS SENT TO THE AUDIT COMMITTEE FOR THEIR REVIEW AND THE DRAFT IS ALSO MADE AVAILABLE TO THE FULL BOARD OF TRUSTEES. ONCE ALL THE REVIEWS ARE COMPLETED THE EXTERNAL AUDITOR IS GIVEN THE APPROVAL TO FILE THE FORM ELECTRONICALLY. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REVIEWS THE ANNUAL DISCLOSURE STATEMENTS AND THEN THE GOVERNING BODY AND MANAGEMENT MONITORS AND MAKES SURE DECISIONS ARE NOT MADE BY INDIVIDUALS POSSESSING A CONFLICT OF INTEREST. IF A CONFLICT IS DEEMED TO EXIST FOR A MEMBER OF THE GOVERNING BODY, SUCH PERSON SHALL NOT VOTE ON, NOR USE PERSONAL INFLUENCE ON, NOR PARTICIPATE (OTHER THAN TO PRESENT FACTUAL INFORMATION OR TO RESPOND TO QUESTIONS) IN THE DISCUSSIONS OR DELIBERATIONS WITH RESPECT TO SUCH CONTRACT OR TRANSACTION. THE MINUTES OF THE MEETING SHALL REFLECT THE DISCLOSURE MADE AND, WHERE APPLICABLE, THE ABSTENTION FROM VOTING AND PARTICIPATION. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION COMMITTEE (SUB COMMITTEE OF THE BOARD OF THE TRUSTEES) UTILIZES DATA FROM THE WISCONSIN ASSOCIATION OF INDEPENDENT COLLEGES & UNIVERSITIES (REGIONAL) AND OTHER NATIONAL SALARY DATA TO ANNUALLY COMPARE EXECUTIVE COMPENSATION. THE DATA GATHERED BY THE COMMITTEE WILL BE USED TO ENSURE THAT THE COMPENSATION FOR OFFICERS OF THE UNIVERSITY AND OTHER DISQUALIFIED PERSONS ARE GENERALLY IN LINE WITH THE COMPENSATION PHILOSOPHY, ARE WITHIN FAIR MARKET VALUE AND MEET THE STANDARDS OF REASONABLENESS. THE COMMITTEE'S MINUTES DOCUMENT THE FOREGOING PROCESS. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.