2022-05-13T16:09:27-05:00 2021-06-30 470526649 DANA F COLE & COMPANY LLP 1248 O STREET SUITE 500 LINCOLN NE 68508 990 2020-07-01 470424785 College of Saint Mary COLL 4023992313 7000 Mercy Road Omaha NE 681062606 Michael Beverly Jr Controller 4023992313 2022-05-13 1 Michael Beverly Jr 999009999 KERRY GUSTAFSSON P00735722 4024799300 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z Michael Beverly Jr 7000 Mercy Road Omaha NE 681062606 30703868 0 X www.csm.edu X 1923 NE College of Saint Mary is a Catholic university providing access to education for women in an environment that calls forth potential, fosters leadership, and is consistent with the works, values and aspirations of the Sisters of Mercy. 25 25 614 20 0 0 11679044 12136968 17486271 18146621 729505 420279 0 0 29894820 30703868 537655 1857864 0 0 15235936 16910939 0 0 616804 8734232 8720010 24507823 27488813 5386997 3215055 94463662 99485997 9722949 6155703 84740713 93330294 College of Saint Mary is a Catholic university providing access to education for women in an environment that calls forth potential, fosters leadership, and is consistent with the works, values and aspirations of the Sisters of Mercy. 0 0 19520143 1857864 18146621 College of Saint Mary is a Catholic university dedicated to the education of women in an environment that calls forth potential and fosters leadership. The College provides educational courses to approximately 675 undergraduate and 350 graduate level students. 19520143 1 1 0 0 0 0 0 1 0 1 1 1 0 0 1 1 0 1 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 44 0 1 614 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 X 25 25 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 1 0 X X Bridgette Renbarger 4023992646 7000 Mercy Road Omaha NE 681062606 Kathy Bressler Director 1.00 X 0 0 0 Stephen Eulie Director 1.00 X 0 0 0 Dr Viv Ewing Director 1.00 X 0 0 0 Scott Focht Director 1.00 X 0 0 0 Jamie Gutierrez Director 1.00 X 0 0 0 Sr Delores Hannon Director 1.00 X 0 0 0 Karen Hawkins Director 1.00 X 0 0 0 Richard Jeffries Director 1.00 X 0 0 0 Dr Melissa Kean Secretary 1.00 X X 0 0 0 Brad Knuth Director 1.00 X 0 0 0 Stephanie Koraleski Director 1.00 X 0 0 0 David Kramer Vice Chair 1.00 X X 0 0 0 Deborah Macdonald Chair 1.00 X X 0 0 0 Audrey Milfs Director 1.00 X 0 0 0 Britt Thedinger Director 1.00 X 0 0 0 Sue Weiler-Doke Treasurer 1.00 X X 0 0 0 Dr Kathryn Weitz Director 1.00 X 0 0 0 Lynn Wallin Ziegenbein Director 1.00 X 0 0 0 Dr Maryanne Stevens President 40.00 X X 0 0 12024 Edson Bridges III Director 1.00 X 0 0 0 Kathleen Dodge Director 1.00 X 0 0 0 Mary Ann Ballentyne Director 1.00 X 0 0 0 Sr Helen Marie Burns Director 1.00 X 0 0 0 Sr Jeanne Christensen Director 1.00 X 0 0 0 Kyle Robino Director 1.00 X 0 0 0 Bridgette Renbarger VP of Finance and Administ 40.00 X 141360 0 4800 Dr Sarah Kottich Provost 40.00 X 200211 0 23518 Dr Tara Knudson Carl VP of Student Develop/Succ 40.00 X 150367 0 8288 Dr Kimberly Varnado Dir of Doctor of Phys Ther 40.00 X 158718 0 18660 Clare Kennedy Director of Physician Assi 40.00 X 140439 0 6090 Kimberly Allen VP of Academic Affairs 40.00 X 129730 0 12193 920825 0 85573 17 0 1 0 Weitz Company 8715 S 121st Street La Vista NE 68128 Construction Project 8096719 Chartwells Dining Services PO Box 91337 Chicago IL 60693 Food Service 583271 DLR Group 6457 Frances Street Suite 200 Omaha NE 68106 Architecture and Construction 141629 3 7547022 4589946 59781 12136968 Tuition and fees 611310 16010366 16010366 Auxiliary enterprises 611710 2094979 2094979 Other program service revenue 900099 41276 41276 18146621 420279 420279 30703868 18146621 0 420279 1857864 1857864 398672 285042 113630 14004125 10651781 2977519 374825 401000 401000 1117667 1117667 989475 989475 34906 34906 24673 24673 125963 11334 114629 512095 512095 200093 97211 87505 15377 622889 622889 604817 603329 1488 169410 157531 11657 222 62197 32404 29615 178 2832451 2832451 167006 32588 134418 Department Expenses 2007630 1509743 385315 112572 Food Service 559042 559042 Physical Plant 434493 300425 134068 Bookstore 211897 211897 150448 150448 27488813 19520143 7351866 616804 17385354 13830037 5739829 4993412 907228 3246090 894298 790858 250914 280026 138572 183019 98027058 48371888 41000251 49655170 28147216 26507385 94463662 99485997 4031202 3035922 2844495 0 2847252 3119781 9722949 6155703 X 52166769 64867933 32573944 28462361 84740713 93330294 94463662 99485997 3215055 5374526 0 X X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 130000 X X X 0 21762009 1336154 5709623 673744 28134042 21505628 589254 390429 723302 21762009 19771087 1312181 1078293 655933 21505628 18080468 842821 1418159 570361 19771087 14817036 1306027 2107828 150423 18080468 0.19600 0.49700 0.30700 0 0 5817969 5817969 67041125 40177735 26863390 9675814 8194153 1481661 15492150 15492150 49655170 Equity securities 18894092 F Fixed income securities 7347703 F Certificates of deposit 265590 F 26507385 Student deposits and deferred income 1953146 Refundable loan programs 1166635 3119781 X 36078394 5374526 5374526 30703868 0 30703868 27488813 0 27488813 0 27488813 Part III, Line 4: The Saint John's Bible collection supports Catholic rituals and is used for educational purposes (ex: to supplement the theology curriculum) Part V, Line 4: The Endowment funds are intended to support general education, operations, and scholarships. Part X, Line 2: The University utilizes the provisions of FASB ASC 740-10, "Accounting for Uncertain Tax Positions." The University continually evaluates expiring statutes of limitations, audits, proposed settlements, changes in tax law and new authoritative rulings. The University's believes that it has appropriate support for any tax positions taken, and as such, does not have any uncertain tax positions that would be material to the financial statements. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 Schedule E, Part I, Line 3 This information is included in the College catalog, in promotional flyers, and in other advertising done by the College. Schedule E, Part I, Line 6 The College participates in the Department of Education's Student Financial Aid programs. Schedule E, Part I, Line 7 Financial aid is based upon the applicant's total financial resources compared to the total cost of education at College of Saint Mary. College of Saint Mary has a non-discriminatory policy with respect to awards of financial aid. 1 HEERF Emergency Student Aid Grant 860 1857864 Cash value Part I, Line 2: The grant awards have written criteria used to determine how the funds are awarded. This process is overseen by the financial aid office. X X X X 0 0 0 0 0 0 0 0 0 Dr Sarah Kottich Provost 200211 0 0 0 0 0 10566 0 12952 0 223729 0 0 0 Dr Kimberly Varnado Dir of Doctor of Phys Ther 158718 0 0 0 0 0 8288 0 10372 0 177378 0 0 0 Dr Tara Knudson Carl VP of Student Develop/Succ 150367 0 0 0 0 0 7588 0 700 0 158655 0 0 0 X 9 827970 FMV 0 0 1 Part I, Line 32b: The College uses a broker to sell non-cash securities received. Form 990, Part VI, Section B, line 11b The Form 990 is reviewed by the President, CFO, Controller, and the Audit Committee and is recommended to the full Board for approval. Form 990, Part VI, Section B, line 12c The conflict of interest policy is monitored and enforced by the College's administrative staff. Form 990, Part VI, Section B, line 15 The compensation of the College's President is set by the Board. The compensation of the key employees is set by the President based on comparability data from other similar institutions. Form 990, Part VI, Section C, line 19 The governing documents, conflict of interest policy, and the financial statements are available to the public upon request to the College's administration offices. Form 990, Part XII, Line 2c The audit committee oversees the conduct of the audit and reviews the audit report. This process has not changed from prior years. Sisters of Mercy of the Americas 8380 Colesville Road Suite 300 Silver Spring MD 20910 262400800 Service Work MD 501(c)(3) N/A 0 College of Saint Mary Spellman Early Childhood Development Ctr 7000 Mercy Road Omaha NE 68106 470817316 Child Care NE 501(c)(3) Line 9 CSM 0 0 0 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 Sisters of Mercy of the Americas C 33000 Cash Value Sisters of Mercy of the Americas K 30600 Cash Value College of Saint Mary Spellman Early Childhood Development Center L 172000 Cash Value