2022-05-16T11:33:20-05:00 2021-06-30 410746749 CLIFTONLARSONALLEN LLP 8215 GREENWAY BOULEVARD SUITE 600 MIDDLETON WI 53562 990 2020-07-01 391024723 MARIAN UNIVERSITY INC MARI 9209238614 45 SOUTH NATIONAL AVENUE FOND DU LAC WI 54935 DAISY HALVORSON VP OF FINANCE & ADMINISTRATION 9209238614 2022-05-11 1 DAISY HALVORSON 999009999 KIMBERLY ANDERSON P00188889 6086628600 2022-05-11 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z DR MICHELLE MAJEWSKI 45 SOUTH NATIONAL AVENUE FOND DU LAC WI 54935 60291051 0 X WWW.MARIANUNIVERISTY.EDU X 1963 WI MARIAN UNIVERSITY IS A CATHOLIC LIBERAL ARTS INSTITUTION OF HIGHER LEARNING OFFERING UNDERGRADUATE, GRADUATE, AND CONTINUING EDUCATION PROGRAMS WITH APPROXIMATELY 2,000 STUDENTS ANNUALLY. 19 18 696 19 4890 0 2744292 14670685 39521499 38875601 -1301195 1004444 1164846 801566 42129442 55352296 16323532 15344409 0 0 16727659 14989744 0 0 88828 12044287 12289016 45095478 42623169 -2966036 12729127 58958886 61790484 22451960 10436194 36506926 51354290 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 36329662 15344409 39601421 MARIAN UNIVERSITY IS A CATHOLIC LIBERAL ARTS INSTITUTION PROVIDING A COMBINATION OF EXCELLENT PROFESSIONAL TRAINING WITH A QUALITY LIBERAL ARTS EDUCATION AND SERIOUS COMMITMENT TO THE CONTINUING EDUCATION OF ADULTS ON BOTH THE PROFESSIONAL AND PERSONAL LEVELS. ANNUALLY IT SERVES APPROXIMATELY 2,000 STUDENTS. 36329662 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 0 0 0 0 0 0 0 0 0 0 0 0 1 93 0 1 696 1 1 1 0 0 0 0 1 1 0 0 0 0 X 19 18 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X DAISY HALVORSON 9209238576 45 S NATIONAL AVENUE FOND DU LAC WI 54935 BRIAN H BAKER TRUSTEE 1.00 X 0 0 0 HOLLY M BRENNER BOARD VICE CHAIR 1.00 X X 0 0 0 TODD BUTZ TRUSTEE 1.00 X 0 0 0 DEBRA HELLER TRUSTEE 1.00 X 0 0 0 ANITA HENNING TRUSTEE 1.00 X 0 0 0 DONNA INNES TRUSTEE 1.00 X 0 0 0 DAVID KLUMPYAN BOARD CHAIR 1.00 X X 0 0 0 WILLIAM B LAMB 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 THOMAS E PETRI TRUSTEE 1.00 X 0 0 0 JOHN C PFEIFER TRUSTEE 1.00 X 0 0 0 STEPHEN P RECCA TRUSTEE 1.00 X 0 0 0 AARON A SADOFF TRUSTEE 1.00 X 0 0 0 LACEY A SADOFF TRUSTEE 1.00 X 0 0 0 TROY D SCHILL TRUSTEE 1.00 X 0 0 0 ERIC P STONE TRUSTEE 1.00 X 0 0 0 KATHERINE VERGOS TRUSTEE 1.00 X 0 0 0 MICHELLE MAJEWSKI PRESIDENT 40.00 X 141953 0 120 PAUL EGGERS VP OF ENROLLMENT MGMT 40.00 X 106345 0 2389 DAVID WONG VICE PRESIDENT - BUSINESS 40.00 X 139032 0 14211 KATHLEEN CANDEE VICE PRESIDENT - ENROLLMEN 40.00 X 114410 0 13562 WILLIAM MANGAN VICE PRESIDENT FOR ADVANCE 40.00 X 128507 0 632 RUSSELL MAYER FORMER VP - ACADEMIC THROUGH 6/30/20 40.00 X 160343 0 4082 790590 0 34996 6 1 1 0 SODEXO INC & AFFILIATES 4880 PAYSPHERE CIRCLE CHICAGO IL 60674 FOOD SERVICE 1498207 SEXTANT MARKETING 28 DOLPHIN DR STE 501A ST PETERSBURG FL 33706 MARKETING SERVICES 637930 SUMMIT FUNDING GROUP INC PO BOX 87618 CHICAGO IL 606800618 FINANCIAL SERVICES 508267 SODEXO INC & AFFILIATES 4880 PAYSPHERE CIRCLE CHICAGO IL 60674 MAINTENANCE SERVICES 387509 PRINTING EXPRESS INC 106 SOUTHSIDE SHOPPING CENTER CHILTON WI 53014 PRINTING SERVICES 304809 20 30975 3881814 10757896 14670685 TUITION AND FEES - UNDERGRAD 611310 32144488 32144488 GRADUATE PROGRAM TUITION 611310 2989160 2989160 DORMITORY AND APARTMENT RENTAL 721310 2418948 2418948 BOARD PLAN REVENUE 722210 1199779 1199779 BASEBALL FIELD RENTAL 900099 99791 99791 23435 4890 18545 38875601 357061 357061 529764 0 529764 529764 529764 4759337 757974 4090582 779346 668755 -21372 647383 647383 84057 30975 66125 17932 17932 6620 2702 3918 3918 MISCELLANEOUS 900099 219491 219491 PARKING FEES 900099 29693 29693 768 768 249952 55352296 39601421 4890 1075300 15344409 15344409 711611 604869 99625 7117 12145634 9994400 2104288 46946 40254 34078 5928 248 1196021 926699 245665 23657 896224 739206 153074 3944 49225 49225 55353 55353 70893 70893 1916726 1676680 239296 750 718137 254478 463409 250 1034235 769886 261337 3012 447834 173713 274121 1486389 1096066 389751 572 254657 253907 750 42942 38912 4030 204393 108406 95987 2314438 1943544 370894 222938 222938 GRANT EXPENSE 1238196 949571 288625 BOARD PLAN EXPENSE 1038846 1038846 MEMBERSHIPS & SUBSCRIPT 364292 223596 139768 928 BAD DEBT AND COLLECTION 333369 333369 496153 158396 336353 1404 42623169 36329662 6204679 88828 1850 1850 4679679 4884259 1605643 1599108 1540093 3329722 656378 573622 86213 71387 67629290 31461456 36814096 36167834 12141464 14966181 1433470 196521 58958886 61790484 1330955 1631361 3380860 2986100 4202156 0 9270569 1585249 4267420 4233484 22451960 10436194 X 24615657 37345985 11891269 14008305 36506926 51354290 58958886 61790484 12729127 2118237 0 X X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 1 10603 0 0 0 10603 0 PART II-B, LINE 1: PORTION OF THE DUES PAID TO THE WISCONSIN ASSOCIATION OF INDEPENDENT COLLEGES AND UNIVERSITIES IS USED TO SUPPORT AND PROMOTE NONPROFIT, PRIVATE (OR INDEPENDENT) COLLEGES AND UNIVERSITIES IN STATE AND FEDERAL GOVERNMENTS. 7476825 52503 2574275 350000 9753603 7680867 41868 75236 321146 7476825 7056217 188678 692972 257000 7680867 6790078 158123 358494 250478 7056217 6855174 175825 592506 833427 6790078 0.86000 0.14000 0 0 1111876 1111876 50546611 19845456 30701155 3007820 1516232 1491588 11687308 9207444 2479864 1275675 892324 383351 36167834 STUDENT AND OTHER DEPOSITS 182398 REFUNDABLE ADVANCES FROM US GOVT 3819561 ENVIRONMENTAL REMEDIATION LIABILITY 231525 4233484 42462167 2118237 424944 2543181 39918986 70893 15362417 15433310 55352296 27614803 424944 424944 27189859 70893 15362417 15433310 42623169 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 66,125. WORK STUDY ASSISTANCE 58,875. LOSS ON SALE OF ASSETS 297,243. RAFFLE EXPENSE INCLUDED ON FORM 990, PART VIII, LINE 9B 2,701. PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS AND ALLOWANCES 15,344,409. SPECIAL EVENT REVENUE INCLUDED ON FORM 990, PART VII, LINE 8A 17,245. OTHER INCOME ADJUSTMENT 763. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE INCLUDED ON FORM 990, PART VIII, LINE 8B 66,125. WORK STUDY ASSISTANCE 58,875. LOSS ON SALE OF ASSETS 297,243. RAFFLE EXPENSE INCLUDED ON FORM 990, PART VIII, LINE 9B 2,701. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS AND ALLOWANCES 15,344,409. SPECIAL EVENT REVENUE INCLUDED ON FORM 990, PART VII, LINE 8A 17,245. OTHER INCOME ADJUSTMENT 763. 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 -PERKINS -TRIO ALUMNI GOLF OUTING 37455 18785 18670 1627 BUSINESS & INDUSTRY DINNER 17170 12190 4980 105 2072 4 60407 60407 62321 115032 30975 84057 105 66020 66125 17932 WI 1 0 1 0 1.00000 DAISY HALVORSON 45 S NATIONAL AVE FOND DU LAC WI 54935 0 0 1 SCHOLARSHIPS AND GRANTS (FINANCIAL AID) 1154 15344409 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, PERKINS, COLLEGE WORK-STUDY, SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANT, ETC.) 1 X X X X 0 0 0 0 0 0 0 0 0 RUSSELL MAYER FORMER VP - ACADEMIC THROUGH 6/30/20 77082 0 83038 0 223 0 3805 0 277 0 164425 0 0 0 DAVID WONG VICE PRESIDENT - BUSINESS 135913 0 1850 0 1269 0 3214 0 10997 0 153243 0 0 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 BOARD ENTERPRISE RISK MANAGEMENT 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 YAFFE & COMPANY (NATIONAL) 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. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE ORGANIZATION'S PROCESS FOR OVERSEEING THE AUDIT OF THE UNIVERSITY'S FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT (WHO PERFORMS THE AUDIT OF THE FINANCIAL STATEMENTS) HAS NOT CHANGED FROM THE PRIOR YEAR.