2022-05-09T10:51:57-07:00 2021-06-30 990 2020-07-01 410693960 TRUSTEES OF THE HAMLINE UNIVERSITY OF MINNESOTA TRUS 6515232329 1536 Hewitt Ave St Paul MN 55104 Michelle Hegarty Sr Assoc VP of Finance 6515232132 2022-05-09 1 11 1 AAL2 X 2020 2022-09-23 18:48:47Z Hamline University Michelle D Hegarty 1536 Hewitt Ave Saint Paul MN 55104 125005562 0 X www.hamline.edu X Non Profit Private University 1854 MN At Hamline, our mission is to create a diverse and collaborative community of learners dedicated to the development of students' knowledge, values, and skills for successful lives of leadership, scholarship, and service. 30 29 1503 300 0 -46175 18637570 12127939 104214665 95692758 51323 9020776 564642 1548593 123468200 118390066 42906051 40803222 0 0 41842376 37911114 35220 13886 1139811 35437980 31236450 120221627 109964672 3246573 8425394 223229133 258196075 57732291 60664997 165496842 197531078 Hamline University is a nationally ranked comprehensive university serving 3,400 students in its College of Liberal Arts, School of Education, and School of Business. It offers undergraduate, masters, doctorate and professional degrees, as well as certificate and continuing studies programs. 0 0 63599305 40783222 91604252 Hamline University is a nationally-ranked, comprehensive university serving nearly 3,400 students in its College of Liberal Arts, School of Education, and School of Business. It offers undergraduate, masters, doctoral and professional degrees, as well as certificate and continuing studies programs. Founded in 1854, Hamline University was the first institution of higher learning in Minnesota. The University has established a national reputation for academic quality, as well as providing students with personal attention and high-impact learning experiences. Hamline is one of just 290 Phi Beta Kappa institutions in the United States. Among comprehensive universities, U.S. News and World Report ranks Hamline as one of the top-ranked Minnesota universities in its category of Best Regional Universities. 8296125 0 583670 Hamline University provides academic support to its students through support services that are an integral part of the University's primary mission of instruction. This includes expenses for libraries, galleries, audio/visual services, academic development, academic computing support, course and curriculum development, and academic administration. The revenue includes contracts. 14104288 0 774284 Hamline University provides student services to its students and includes such expenses as admissions, financial aid, administration, registrar activities, and activities that contribute to students' emotional and physical well-being and to their intellectual, cultural, and social development outside the context of the formal instructional program. 8604760 0 2730552 Hamline University provides auxiliary services to students which are essentially the self supporting operations of the University. These services charge a fee to students that is directly related to, although not necessarily equal to, the cost of providing the service. Examples are residence halls, student health services, and the campus bookstore. 980136 0 0 Expenditures of those offices and activities whose primary purpose is to support the program activities of the University. 9584896 0 2730552 95584614 1 1 0 1 0 0 0 1 0 1 1 0 0 0 1 0 1 0 1 0 1 0 0 0 0 0 0 1 1 1 1 0 1 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 1 352 0 1 1503 1 1 1 1 CJ 0 0 1 1 1 1 0 0 0 0 0 0 0 0 X 30 29 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AK CO MA MI MN NH NV OR PA SD WA X X Michelle D Hegarty 6515232132 1536 Hewitt Ave St Paul MN 55104 Fayneese Miller President 40 0 X X 523241 0 127480 Catherine Wassberg General Counsel 40 0 X 267058 0 29179 John Matachek Former Provost 0 0 X X 225376 0 30982 Anne McCarthy Dean of School of Business 40 0 X 207629 0 24077 Margaret A Tungseth VP for Finance and Administration 40 0 X X 205515 0 22831 Michael Tompos Vice President Development 40 0 X 197358 0 29445 Jason Verdugo Athletic Director 40 0 X 174645 0 20704 Marcela Kostihova Dean College of Liberal Arts 40 0 X 156883 0 28163 Brenda Edmondson Heim Chair 4 0 X X 0 0 0 Roberta Ewing Saunders Secretary 2 0 X X 0 0 0 Jay Novak Treasurer 2 0 X X 0 0 0 Chad Bester Trustee 2 0 X 0 0 0 Lorinda Burgess Trustee 2 0 X 0 0 0 Doron Clark Trustee 2 0 X 0 0 0 Nneka Constantino Trustee 2 0 X 0 0 0 Paul M Dadlez Trustee 2 0 X 0 0 0 Robin Dietz-Mayfield Trustee 2 0 X 0 0 0 Winston Folkers Trustee 2 0 X 0 0 0 Jeanne M Forneris Trustee 2 0 X 0 0 0 Patrick Hectorne Trustee 2 0 X 0 0 0 Denise Holloman Trustee 2 0 X 0 0 0 Jenny Keil Trustee 2 0 X 0 0 0 Robert C Klas Jr Trustee 2 0 X 0 0 0 Gwen Lerner Trustee 2 0 X 0 0 0 John Packard Trustee 2 0 X 0 0 0 Stephen L Richards Trustee 2 0 X 0 0 0 Mariah F Tollgaard Trustee 2 0 X 0 0 0 Marcia E Urban Trustee 2 0 X 0 0 0 Warren Watson Trustee 2 0 X 0 0 0 Ellen E Watters Vice Chair 2 0 X X 0 0 0 Don Weida Trustee 2 0 X 0 0 0 Richard M Wien Trustee 2 0 X 0 0 0 Jai Winston Trustee 2 0 X 0 0 0 Bryce Doty Trustee 2 0 X 0 0 0 Cindy Gregorson Trustee 2 0 X 0 0 0 Andrea Mowery Trustee 2 0 X 0 0 0 Dennis Williams Trustee 2 0 X 0 0 0 1957705 0 312861 26 1 1 0 ARAMARK CAMPUS SERVICES INC 27310 Network Place Chicago IL 60673 Food service 2388054 Marsden Building Maintenance LLC MI 87 PO Box 1150 Minneapolis MN 554801150 Janitorial services 1885460 EAB PO Box 603519 Charlotte NC 28260 Research 1478361 Accenture LLP PO Box 70629 Chicago IL 60673 Consultant 848712 Marco Inc NW 7128 PO Box 1450 Minneapolis MN 55485 Copy and Print Services 841954 33 0 0 6250 0 6457561 5664128 305554 12127939 Tuition and fees 611310 91604252 91604252 0 0 Auxilliaries 611310 2730552 2730552 0 0 Sales and Services of Educational Activities 611310 774284 774284 0 0 Other Sources 611310 583670 583670 0 0 0 0 0 0 95692758 2108085 2108085 0 0 0 0 0 0 0 0 0 0 783292 0 625196 0 158096 0 158096 158096 0 0 11273130 0 4360439 0 6912691 0 6912691 6912691 0 0 110 6250 2784 -2674 0 -2674 0 0 0 0 0 0 3020248 1627077 1393171 1393171 0 0 0 118390066 106264801 0 -2674 20000 20000 40531097 40531097 252125 252125 0 0 791483 0 791483 0 0 0 0 0 28674158 23228613 4636492 809053 1825889 1455086 370803 0 4605989 3784790 821199 0 2013595 1577255 252261 184079 1158378 1158378 0 0 79702 489 79213 0 72863 0 72863 0 0 0 0 0 13886 13886 535295 0 535295 0 3278082 3166410 111672 0 1569956 1308585 252961 8410 3106524 2446251 601630 58643 3297230 979127 2309501 8602 0 0 0 0 5654294 5071306 574692 8296 410056 378977 26846 4233 0 0 0 0 472111 178088 254304 39719 1866508 1630592 233315 2601 0 0 0 0 6119422 6060797 57159 1466 800459 262888 537571 0 Bad Debt Expenses 576586 0 576586 0 Program Expenses 2061055 1953602 107453 0 Other Expenses 177929 140158 36948 823 109964672 95584614 13240247 1139811 0 0 9335553 11456247 7494607 3484519 6876939 5553426 0 0 0 90722 59882 6294329 8049254 214084570 128731266 88085681 85353304 96350241 133109614 2811281 2740774 3571299 2747396 2318481 5641659 223229133 258196075 4770032 5720982 3693744 2911194 2528069 2318694 45916412 45858618 824034 3855509 57732291 60664997 X 62521887 73895505 102974955 123635573 165496842 197531078 223229133 258196075 X 8425394 23318772 0 0 0 290070 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 115609 115609 0 Schedule C, Part II-B, Line 1 The University is a member of 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. The University paid membership dues to MPCC in the amount of $144,929 during the taxable year. MPCC has divided its expenses for its taxable year ending June 30, 2021, into two groups. Group 1 consists of those expenses that did not in any way support attempts to influence legislation within the meaning of section 501(c)(3) of the Internal Revenue Code ("lobbying"), and Group 2 consists of all other expenses. Group 2 includes many expenses, such as personnel costs, that supported both lobbying and nonlobbying activities. MPCC did not attempt to allocate the Group 2 expenses between lobbying and nonlobbying activities. MPCC has determined that the amount of the Group 2 expenses represents 78.13% of the amount of the dues that MPCC collected in the same taxable year. Assuming that all Group 2 expenses were paid from member dues, and allocating those expenses pro rata based on the dues paid by each member, $115,609 of the University's dues were used to pay Group 2 expenses. The amount of lobbying expenses paid from the University's dues was significantly less than that amount. This amount of Group 2 expenses are shown in Conferences, Conventions and Meetings, Part IX, line 19. 0 0 X X X 0 100558941 10514953 31375347 1584912 1986914 788613 138088802 100549851 1090154 3051633 1909735 1459505 763457 100558941 98112697 2679988 3797378 1835600 1446942 757670 100549851 93174229 1277390 7653716 1914395 1318885 759358 98112697 83091609 3539000 10419914 1800266 1313948 762081 93174228 0.188 0.812 0 0 0 0 3028079 3028079 0 153311702 81570189 71741513 0 9355308 7759297 1596011 0 36629859 31133862 5495997 0 11759622 8267918 3491704 85353304 Annuities and Unitrusts Payable 759475 Right of Use Liability Financing 149937 Right of Use Liability Operating 2946097 3855509 X 102963425 23318772 0 0 -40493152 -17174380 120137805 507318 -2255057 -1747739 118390066 70929189 0 0 0 2255057 2255057 68674132 507318 40783222 41290540 109964672 Schedule D, Part III, Line 1 The University's collections, which were acquired through purchases and contributions since the University's inception, are not recognized as assets on the balance sheet. Purchases of collection items are recorded as decreases in net assets without donor restrictions in the year in which the items are acquired or as net assets with donor restrictions if the assets that are used to purchase the items are restricted by the donors. Contributed collection items are not reflected on the financial statements. Proceeds from de-accessions or insurance recoveries are reflected as increases in the appropriate net asset classes. Schedule D, Part III, Line 4 The University's collection is made up of pottery, prints, musical instruments and paintings that are held for educational and performance purposes. Each of the items is catalogued, preserved and cared for and activities verifying their existence and assessing their condition are performed continuously. Schedule D, Part V, Line 4 The intended uses of the endowment funds are to establish a scholarship or prize, to create a chair in a specific academic area, to fund a particular research program, to fund other programs such as professorships, fellowships, library, buildings, equipment and lectures and discretionary use by the University (unrestricted). Schedule D, Part X, Line 2 Represents annuities and unitrusts and the right of use liability for operating and financing leases. See schedule. Schedule D, Part XI, Line 2d - Student financial aid: 40,783,222; change in value of split interest: -290,070 Schedule D, Part XI, Line 4b Cost of sales for auxiliaries: -1,627,077: fundraising event expenses:-2,784;cost of rental houses: -625,196. Schedule D, Part XII, Line 2d Cost of sales for auxiliaries: -1,627,077: fundraising event expenses:-2,784;cost of rental houses: -625,196 Schedule D, Part XII, Line 4b Student financial aid: 40,783,222 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 Schedule E, Part I, Line 3 The University publicizes its racially nondiscriminatory position in all major publications, including those related to admission and student services and Hamline Magazine as well as on the University website. Schedule E, Part I, Line 6 The University receives federal and state funding, including CARES Act funding. 1 Central America and the Caribbean 0 0 Investments Investment managers 15351930 Europe (including Iceland and Greenland) 0 0 Speaking at Seminars or Conferences Conference attendance 1518 North America (including Canada and Mexico, but not the United States) 0 0 Speaking at Seminars or Conferences Conference attendance 849 East Asia and the Pacific 0 0 Grantmaking Educational Financial Assistance 147825 Europe (including Iceland and Greenland) 0 0 Grantmaking Educational Financial Assistance 9000 Sub-Saharan Africa 0 0 Grantmaking Educational Financial Assistance 56300 South Asia 0 0 Grantmaking Educational Financial Assistance 20000 Middle East and North Africa 0 0 Grantmaking Educational Financial Assistance 19000 0 0 15606422 0 0 0 0 0 0 Schedule F, Part I, Line 2 University does not monitor academic achievement of recipients for the purpose of qualification for assistance. 1 Hamline Midway Coalition 1558 West Minnehaha Ave Saint Paul MN 55104 411395272 501(c)3 20000 0 FMV General support 1 0 Educational scholarships and financial assistance for undergraduate students 2413 39922210 0 FMV Graduate Tuition & Fee Reductions & Exemptions 501 608887 0 FMV Schedule I, Part I, Line 2 The financial aid office determines students eligibility for federal, state, and institutional scholarships according to the University's established criteria which follows federal and state guidelines for awarding any grant funds. There is an annual audit to ensure compliance with these regulations. X X X X X X 1 1 X X X X 0 1 0 0 0 0 0 1 0 Fayneese Miller President 409075 0 60750 0 53416 0 40875 0 86605 0 650721 0 0 0 John Matachek Former Provost 225376 0 0 0 0 0 17330 0 13653 0 256359 0 0 0 Margaret A Tungseth VP for Finance and Administration 205515 0 0 0 0 0 15598 0 7233 0 228346 0 0 0 Marcela Kostihova Dean College of Liberal Arts 156883 0 0 0 0 0 12875 0 15288 0 185046 0 0 0 Michael Tompos Vice President Development 197358 0 0 0 0 0 15300 0 14145 0 226803 0 0 0 Anne McCarthy Dean of School of Business 207629 0 0 0 0 0 15939 0 8137 0 231705 0 0 0 Jason Verdugo Athletic Director 174645 0 0 0 0 0 13133 0 7571 0 195349 0 0 0 Catherine Wassberg General Counsel 267058 0 0 0 0 0 20328 0 8851 0 296237 0 0 0 Schedule J, Part I, Line 1a The president has been provided these items by the University. Schedule J, Part I, Line 4 The President of the University participates in a supplemental nonquaified retirement plan. Schedule J, Part I, Line 7 A written contract between the University and its President provides for a non-fixed payment. This payment is discretionary. This payment is reflected in Schedule J, Part II, Column B(ii). A MN HIGHER EDUCATION FACILITIES AUTHORITY 410988525 2013-09-30 6210000 Refund of prior bond 0 0 0 B MN HIGHER EDUCATION FACILITIES AUTHORITY 410988525 60416HRM8 2010-06-28 14890000 REFUND OF PRIOR BOND AND REFINANCE A LOAN 1 0 0 C MN HIGHER EDUCATION FACILITIES AUTHORITY 410988525 60416HWP5 2011-03-09 18330000 CONSTRUCTION OF UNIVERSITY CENTER 1 0 0 D MN HIGHER EDUCATION FACILITIES AUTHORITY 410988525 2017-06-30 6726000 PREPAY A PRIOR LOAN AND ADVANCE REFUND A PRIOR BOND 0 0 0 A 6210000 0 6210000 0 0 0 95142 0 0 0 0 0 2013 0 0 1 1 B 3555000 11995882 15550882 1409 0 0 118526 0 0 0 0 0 2013 0 0 1 1 C 0 17979815 17979815 44913 0 0 228046 0 0 17979815 0 0 2013 0 0 1 1 D 6726000 0 6726000 0 0 0 118443 0 0 0 0 0 2017 0 1 1 1 A 0 0 0 0 0 0 0 0 0 1 B 0 0 0 0 0 0 0 0 0 1 C 0 0 0 0 0 0 0 0 0 1 D 0 0 0 0 0 0 0 0 0 1 A 1 0 0 0 0 1 B 0 0 0 0 0 0 0 0 1 C 0 0 1 0 0 0 0 0 1 D 0 0 0 0 0 0 0 0 1 A 1 B 1 C 1 D 1 A MN HIGHER EDUCATION FACILITIES AUTHORITY 410988525 2017-12-17 34650000 DEFEASE TWO PRIOR BONDS AND ADD CONSTRUCTION FUNDING 0 0 0 B MN HIGHER EDUCATION FACILITIES AUTHORITY 410988525 2021-06-29 9725000 Refund prior bond and construction project 0 0 0 A 2130000 0 34650000 2393496 0 0 347859 0 0 6000000 28650000 0 2018 1 0 0 1 B 0 0 9725000 0 0 0 0 0 0 214950 2974998 6535052 1 0 1 1 A 0 0 0 0 0 0 0 0 0 1 B 0 0 0 0 0 0 0 0 A 0 0 0 0 0 0 0 0 1 B 0 0 0 0 0 0 0 0 1 A 1 B 1 Thomas McGough Life Trustee 34532 Construction services 0 X 30 305554 FMV 0 0 1 0 Form 990, Part VI, Section A, Line 4 Prior to 10/15/2020, trustees of the University were nominated by the Board of Trustees and elected by the Minnesota Annual Conference of the United Methodist Church. The Articles of Incorporation were amended effective 10/15/2020 such that the Board of Trustees are elected by the Trustees. Form 990, Part VI, Section B, Line 11b The Form 990 was reviewed by management and the executive committee prior to being filed with the IRS. The Form 990 was provided to the Board of Trustees. Form 990, Part VI, Section B, Line 12c The Executive committee of the Board of Trustees is responsible for monitoring and responding to conflicts of interest. An individual with a conflict of interest is required to abstain from discussions and voting on the issue. Form 990, Part VI, Section B, Line 15 The determination of compensation for the individuals identified included review and approval by independent persons, review of comparability data and contemporaneous substantiation of the decision. Form 990, Part VI, Section C, Line 19 The University's governing documents are available at the Minnesota Secretary of State's office. The University's audited financial statements are available on its website. The University's Form 990 is available at Guidestar.org or upon request. The University's conflict of interest policy is available to the public on its website. Form 990, Part XI, Line 9 Change in value of split interest agreements. Filed for an automatic extension.