2022-02-15T17:42:23-07:00 2021-05-31 990 2020-06-01 391399196 ST NORBERT COLLEGE INC STNO 9204033117 100 Grant Street De Pere WI 541152002 Autumn Anfang V.P. of Business & Finance 9204033250 2022-02-15 1 11 1 AAL2 2020 2022-09-23 18:48:47Z Brian Bruess 100 Grant St De Pere WI 541152002 116254605 0 0928 X snc.edu X 1982 WI St. Norbert College, a Catholic liberal arts college embracing the Norbertine ideal of communio, provides an educational environment that fosters intellectual, spiritual and personal development. 36 36 1843 50 421662 0 6654407 8616209 89005649 88048415 4085163 10309956 3660371 4527891 103405590 111502471 36550374 35119861 0 0 45807395 44256633 79007 82531 2230506 21462173 20306580 103898949 99765605 -493359 11736866 336117917 373540941 42157234 37162418 293960683 336378523 St. Norbert College, A Catholic liberal arts college embracing the Norbertine ideal of communio, provides an educational environment that fosters intellectual, spiritual and personal development. 0 0 26509285 77019999 Education Delivery, General/Other: Instruction, Research, Public Service, and Academic Support (1,859 students) 7267460 11028416 Auxiliary Enterprises provides housing, board, and bookstore services to approximately 1,613 residential students 11761564 0 0 Student Services Program: Student Services includes Admissions, Registration, Financial Aid, Career Center, and the Health Center (1,613 students) 35119861 35119861 0 Student Financial Aid Programs, General/Other: Scholarships and grants (1,789 students) 35119861 35119861 0 80658170 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 0 1 0 1 0 0 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 1 2486 0 1 1843 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 36 36 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X Elizabeth Miller 9204033117 100 Grant Street De Pere WI 541152002 Brian Bruess President 40 0 X 367750 0 43351 Jennifer Bonds-Raacke Vice President 40 X 183821 0 28319 Jonathan Enslin Vice President 40 0 X 181489 0 26293 Autumn Anfang Vice President/Treasurer 40 0 X 179880 0 27671 Daniel Heiser Divisional Dean 40 0 X 175456 0 21285 Paul Bursik Professor 40 0 X 166015 0 27313 Edward Lamm Vice President 40 0 X 146519 0 31083 Jamie O'Brien Associate Dean 40 0 X 145119 0 29778 David Bailey Associate Vice President 40 0 X 151672 0 22640 Lucy Arendt Professor & Special Asst to VPAA 40 0 X 144848 0 12802 Julieann Massey Secretary 40 X 131933 0 8166 Amy Sorenson Assistant Secretary 40 0 X 109913 0 9767 Marc Belanger Vice President 40 0 X 98566 0 16813 Rev Michael Weber O Praem Board Member 1 0 X 0 0 0 Ms Christine Loose Board Member 1 0 X 0 0 0 Ms Debra Alder Board Member 1 0 X 0 0 0 Rt Rev James B Herring O Praem Board Member 1 0 X 0 0 0 Rev Andrew Ciferni O Praem Board Member-Chairman 1 0 X 0 0 0 Mr Chris Hess Board Member 1 0 X 0 0 0 Rt Rev Gary Neville O Praem Board Member 1 0 X 0 0 0 Very Rev Dan Felton Board Member 1 0 X 0 0 0 Ms Mary Dellanina Board Member 1 0 X 0 0 0 Rev Matthew M Dougherty O Praem Board Member 1 0 X 0 0 0 Rt Rev Eugene J Hayes O Praem Board Member 1 0 X 0 0 0 Mr Edward J Sturzl Jr Board Member 1 0 X 0 0 0 Mr Richard Terry Board Member 1 0 X 0 0 0 Mr Phil Flynn Board Member 1 0 X 0 0 0 Rev John P Kastenholz O Praem Board Member 1 0 X 0 0 0 Dr John Corbett Board Member 1 0 X 0 0 0 Mr George F Hartmann Board Member 1 0 X 0 0 0 Ms Sara C Tutskey Board Member 1 0 X 0 0 0 Ms Ashley Prange Board Member 1 0 X 0 0 0 Rev Jack MacCarthy O Praem Board Member 1 0 X 0 0 0 Mr Paul O Gehl Board Member 1 0 X 0 0 0 Ms Karen McDiarmid Board Member 1 0 X 0 0 0 Mr Mike Foley Board Member 1 0 X 0 0 0 Mr Bill Rehm Board Member 1 0 X 0 0 0 Ms Tracy B Arndt Board Member 1 0 X 0 0 0 Ms Julie Anne Kress Board Member 1 0 X 0 0 0 Mr Edward A Thompson Board Member 1 0 X 0 0 0 Ms Julie Van Straten Board Member 1 0 X 0 0 0 Ms MaryEllen Schill Board Member 1 0 X 0 0 0 Rev James Baraniak O Praem Board Member 1 0 X 0 0 0 Mr Joseph Schinkten Board Member 1 0 X 0 0 0 Mr Greg Nicklaus Board Member 1 0 X 0 0 0 Rev Brad Vanden Branden OPraem Board Member 1 0 X 0 0 0 Mr Kurt Voss Board Member 1 0 X 0 0 0 Mr Fred Schmidt Board Member-Vice Chairman 1 0 X 0 0 0 Mr Tom Schmidt Board Member 1 0 X 0 0 0 Mrs Patti W McKeithan Board Member 1 0 X 0 0 0 Rev Jay Fostner O Praem Board Member 1 0 X 0 0 0 Dr Sandra Odorzynski Board Member 1 0 X 0 0 0 Ms Grace Meyer Board Member 1 0 X 0 0 0 2182981 0 305281 43 0 1 0 Miron Construction 1471 McMahon Road Neenah WI 549566305 Contractor 1664635 EAB 1920 East Parham Rd Richmond VA 23228 Education Consulting 701798 Lamers Bus Lines Inc 2407 S Point Rd Green Bay WI 54313 Bus Services 181156 Ruffalo Noel Levitz P O Box 78394 Milwaukee WI 532780394 Consulting 176243 Palo Alto Networks 3000 Tannery Way Santa Clara CA 95054 Technology Support 161836 11 0 0 0 0 4599445 4016764 374294 8616209 Tuition and Fees 611310 76378847 76378847 0 0 Sales & Service Auxiliary Enterprise 722320 11028416 10784830 243586 0 Sales & Service of Educational Activities 611310 641152 0 0 641152 0 0 0 0 88048415 6589314 0 0 6589314 0 0 0 0 0 0 0 0 8025 0 3996 0 4029 0 4029 0 0 4029 3903040 73308 0 255706 3903040 -182398 3720642 0 0 3720642 0 5823498 4492432 1331066 1329692 1374 0 3192796 0 176702 3016094 3192796 111502471 88493369 421662 13971231 0 0 35119861 35119861 0 0 0 0 1664932 487221 948752 228959 0 0 0 0 32548141 25671377 6090170 786594 2259831 1764805 441692 53334 5455579 4195941 1119066 140572 2328150 1769462 491644 67044 0 0 0 0 298539 0 298539 0 54615 0 54615 0 0 0 0 0 82531 82531 346950 0 346950 0 0 0 0 0 211739 156900 50053 4786 10612895 1093741 9020297 498857 1291240 981380 272676 37184 0 0 0 0 542871 496542 40769 5560 584760 171092 410102 3566 0 0 0 0 0 0 0 0 489177 264175 225002 0 0 0 0 0 5142832 3908702 1086031 148099 730962 555552 154360 21050 0 4021419 -4173789 152370 99765605 80658170 16876929 2230506 4207432 1545620 6857049 15127797 7892125 5457092 497972 877941 0 0 0 0 2362390 1816874 178998 170748 366838 649397 228148979 73091008 158310394 155057971 141779755 180221254 11486697 10206283 0 0 0 0 2178267 2409964 336117917 373540941 7857485 9323522 2344396 1907181 2445177 1993697 25239282 21685835 0 0 0 0 0 0 0 0 4270894 2252183 42157234 37162418 X 147830697 158965935 146129986 177412588 293960683 336378523 336117917 373540941 11736866 30680974 0 0 0 0 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 49875 860975 0 0 X X 0 145944620 2650988 39772574 2365427 3432306 0 182570449 143254155 2600682 5155173 2248131 2817259 0 145944620 145102361 2426986 629488 2115271 2789409 0 143254155 107534470 31998553 9507340 2039879 1898123 0 145102361 98511908 1983222 10874641 1989358 1845943 0 107534470 0.0814 0.677 0.2416 0 1 1 0 6029338 6029338 0 192496694 57838706 134657988 0 0 0 0 0 17692209 10719462 6972747 0 11930738 4532840 7397898 155057971 0 Student Deposits Held In Trust 220150 Post Retirement Benefit Cost 2032033 2252183 X 146675877 30680974 0 0 4492432 35173406 111502471 0 0 0 111502471 104258037 0 0 0 4492432 4492432 99765605 0 0 0 99765605 Schedule D, Part III, Line 4 St Norbert College has an art collection used for public exhibition and scholarly research. Schedule D, Part V, Line 4 The income of the funds may be distributed for such educational purposes consistent with the mission and heritage of the College, tax-exempt status and the College's Articles of Incorporation. Schedule D, Part X, Line 2 St Norbert College, Inc is organized as a Wisconsin nonprofit corporation and has been recognized by the Internal Revenue Service (IRS) as exempt from federal income taxes under IRC Section 501(a) as an organization described in Internal Revenue Code (IRC) Section 501(c)(3), qualifies for the charitable contribution deduction under IRC Section 170(b)(1)(A), and has been determined not to be a private foundation under IRC Section 509(a)(2). The College is annually required to file a Return of Organization Exempt from Income Tax (Form 990) with the IRS. In addition, the College is subject to income tax on net income that is derived from business activities that are unrelated to its exempt purpose. The College files and Exempt Organization Business Income Tax Return (Form 990-T) with the IRS to report its unrelated business taxable income. Schedule D, Part XI, Line 2d Auxiliary Cost of Goods Sold Schedule D, Part XII, Line 2d Auxiliary Cost of Goods Sold 1 1 0 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 Schedule E, Part I, Line 3 SNC does not use newspapers or broadcast media to publicize its nondiscriminatory policy. The organization does state it on the website and in print brochures. Schedule E, Part I, Line 6 The institution received various financial aid and assistance from government agencies. A schedule of expenditures of federal awards is available upon request. Sub-Saharan Africa 0 0 Program Services Study Abroad 17000 0 0 17000 0 0 0 0 0 0 X X X X X X X 1 Ruffalo Noel Levitz P O Box 718 Des Moines IA 503030718 Fundraising Consulting 0 0 82531 -82531 0 82531 -82531 AK AL AR AZ CA CO CT DE FL GA HI IA ID IL IN KS KY LA MA MD ME MI MN MO MS MT NC ND NE NH NJ NM NV NY OH OK OR PA RI SC SD TN TX UT VA VT WA WI WV WY 1 SNC Grants 1155 7819541 0 SNC Scholarships 1712 27300320 0 Schedule I, Part I, Line 2 To ensure our grants and scholarships are used for proper purpose the Financial Aid Office performs regular maintenance and reconciliation with our Bursar's Office monitoring that all funds awarded to a particular student are being properly credited to their student account. Any changes or adjustments to original award that affect grant and scholarship funding are documented, saved and then copied to our Bursar's Office. These processes are completed utilizing an automated software system which allows us to generate reports at any time for monitoring and reconciliation purposes. Additionally, we have a yearly audit performed by an outside accounting firm guaranteeing we are staying in compliance with all federal, state, and institutional policies and procedures as well as assuring funding is being used as intended. X X 0 1 0 0 0 0 0 0 0 0 0 Julieann Massey Secretary 131933 0 0 0 0 0 8166 0 608 0 140707 0 0 0 Edward Lamm Vice President 146519 0 0 0 0 0 13381 0 18514 0 178414 0 0 0 Jennifer Bonds-Raacke Vice President 183821 0 0 0 0 0 9448 0 19815 0 213084 0 0 0 Marc Belanger Vice President 98566 0 0 0 0 0 5012 0 12333 0 115911 0 0 0 Brian Bruess President 308478 0 59273 0 0 0 25650 0 78131 0 471532 0 0 0 Jonathan Enslin Vice President 181489 0 0 0 0 0 7422 0 19794 0 208705 0 0 0 Autumn Anfang Vice President/Treasurer 179880 0 0 0 0 0 9323 0 19284 0 208487 0 0 0 Schedule J, Part I, Line 1a For the convenience of the College, Mr. Bruess accepted a personal residence within the proximity of the College as a condition of his employment. Also, Mr. Bruess and Mr. Lamm have been provided memberships at local country clubs, which are considered working condition fringe benefits and proper substantiation to the College exists. These items are used for business/entertainment on behalf of the college. Nothing has been included as taxable income. Also, the college paid for President Bruess spouse's travel expenses to attend various college functions. These costs have not been included as taxable compensation, as the spouse had bona fide business purposes for being on the trips in accordance with IRS Reg 1.132-5(t). Schedule J, Part I, Line 1b Payment agreement included in up front negotiated contract as approved by the Board of Trustees. A WHEFA 391337855 2015-08-18 13345000 Provide funds to re-fund a prior issue 3/27/2008 0 0 0 B WHEFA 391337855 2013-12-02 4300000 Purchase building and furnishings for residence hall 0 0 0 C WHEFA 391337855 2016-06-09 24000000 Provide funds to remodel sports center 0 0 0 A 3485000 0 13345000 0 0 0 90000 0 0 0 13255000 0 2015 0 0 1 1 B 1505000 0 4300000 0 0 0 86000 0 0 4214000 0 0 2013 0 0 1 1 C 11331594 0 20297119 0 0 0 115410 0 0 20181709 0 0 2017 0 0 1 1 A 0 0 0 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 0 0 0 C 0 0 0 0 0 0 0 0 0 0 A 0 0 0 1 1 1 JP Morgan Chase 17.7 0 0 0 0 0 B 0 0 0 1 0 0 0 0 0 C 0 0 0 1 1 0 0 0 0 A 0 B 0 C 0 Schedule K, Part II, Line 3-06/09/2016 24,000,000 WHEFA The bonds were issued in multiple advances. The project was completed under budget. Also, subsequent donor gifts were obtained, so the entire issuance did not need to be drawn. Schedule K, Part IV, Line 2c-08/18/2015 13,345,000 WHEFA The rebate computation was performed February 2020. Schedule K, Part IV, Line 2c-12/02/2013 4,300,000 WHEFA The rebate computation was performed February 2019. Schedule K, Part IV, Line 2c-06/09/2016 24,000,000 WHEFA The rebate computation was performed February 2020. X 2 49875 Donor Valuation X 1 19517 Retail Value X 8 249902 Publicly Traded X 1 55000 Appraisal 0 1 1 Schedule M, Part I, Line 1 Refers to two collections of art which were donated. Schedule M, Part I, Line 32b An independent broker was used to sell the publicly traded stock. Form 990, Part VI, Section A, Line 6 The Premonstratensian Fathers Incorporated in Wisconsin are owning members. Form 990, Part VI, Section A, Line 7a The Premonstratensian Fathers Incorporated in Wisconsin may elect members of the governing body. Form 990, Part VI, Section A, Line 7b Some decisions of the governing body are subject to the approval of the Premonstratensian Fathers of Wisconsin per St Norbert College by-laws. Form 990, Part VI, Section B, Line 11b A copy of the form 990 was provided to the Board of Trustees, while a review and discussion occurred with the audit committee of the organizations governing body before finalizing return. Form 990, Part VI, Section B, Line 12c The organization regularly and consistently monitors and enforces compliance with the policy. Exempt (salaried) employees and faculty must complete a "Conflict Disclosure Statement" at the time of hire and in September of each year thereafter and return the statements to the Vice President of Business and Finance. The director of finance and the director of human resources review all statements to determine whether the relationship or transaction is inappropriate. If a relationship or transaction appears to have potential for a conflict of interest, the Vice President of Business and Finance will also review the statement. The reviewing group informs the employee of whether the transactions or relationship will be permitted and under what circumstances. Related to trustees, by-laws require them to disclose any potential conflicts. Every trustee is required to complete a "Conflict Disclosure Statement" upon their assignment to the board. This submission is being reviewed for conflict by a member of the board of trustees. The current members are expected to inform of any changes that lead to potential conflicts. Form 990, Part VI, Section B, Line 15 Using CUPA data for comparable organizations as a guide, the compensation for the president is determined by the compensation committee of the Board of Trustees of the college, consisting of the Chairman of the Board, the Vice Chairman of the Board and the Chairman of the Finance Committee in consultation with the Vice President for Business and Finance/CFO. Compensation for the College's officers uses CUPA data as a guide for comparable positions at similarly situated organizations. Final approval must be secured from the President of the College in consultation with Vice President for Business and Finance/CFO. The College's compensation plan is approved as a part of the budget by the governing body (the Finance Committee and the Board of Trustees and by the Order) and compensation calculations are documented and records are retained in Human Resources. Form 990, Part VI, Section C, Line 19 No document available to the public. The Premonstratensian Fathers of Wisconsin 1016 N Broadway De Pere WI 54115 390806336 Church WI 501(c)(3) 170(b)(1)(A)(i) N/A Incredible Edibles Inc 800 Eisenhower Dr Kimberly WI 54136 391279709 Banquet Hall WI St Norbert College C -163504 444007 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Filed an Extension.