2021-02-17T11:23:16-07:00 2020-05-31 990 2019-06-01 391399196 ST NORBERT COLLEGE INC STNO 9204033117 100 Grant Street De Pere WI 541152002 Autumn Anfang V.P. of Business & Finance 9204033250 2021-02-18 2019 2022-09-23 18:48:47Z Brian Bruess 100 Grant st De Pere WI 54115 108299702 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 2169 295 1947302 0 6593151 6654407 93414169 89005649 6761156 4085163 5407746 3660371 112176222 103405590 36696656 36550374 0 0 45480486 45807395 96744 79007 2306580 22957885 21462173 105231771 103898949 6944451 -493359 338868131 336117917 45197785 42157234 293670346 293960683 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 29142261 79311058 Education Delivery, General/Other: Instruction, Research, Public Service, and Academic Support (2,000 students) 8615636 9694591 Auxiliary Enterprises provides housing, board, and bookstore services to approximately 1,723 residential students (2,000 students) 10871945 0 Student Services Program: Student Services includes Admissions, Registration, Financial Aid, Career Center, and the Health Center (1,723 students) 36550374 36550374 0 Student Financial Aid Programs, General/Other: Scholarships and grants (1,916 students) 36550374 36550374 0 85180216 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 0 1 0 0 0 1 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 2832 0 1 2169 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 St De Pere WI 541152002 Brian Bruess President 40 X 330146 0 37336 Thomas Kunkel President-Former 40 X 220918 0 29441 Jonathan Enslin Vice President 40 X 186552 0 28051 Lee Reid Vice President 40 X 164379 0 24858 Paul Bursik Associate Professor 40 X 156452 0 31184 Edward Lamm Vice President 40 X 147344 0 31247 Eileen Jahnke Vice President-Former 40 X 158084 0 17029 Jamie O'Brien Associate Dean 40 X 132452 0 29794 David Bailey Divisional Dean 40 X 133665 0 22470 Jason Haen Assistant Professor 40 X 126388 0 28813 Lucy Arendt Professor & Special Asst to VPAA 40 X 135875 0 11156 Jennifer Bonds-Raacke Vice President 40 X 122506 0 16306 Jeffrey Frick Vice President-Former 40 X 117513 0 19670 Amy Sorenson Secretary 40 X 113520 0 9821 Autumn Anfang Vice President/Treasurer 40 X 83065 0 11323 Rev Michael Weber O Praem Board Member 1 X 0 0 0 Ms Christine Loose Board Member 1 X 0 0 0 Ms Debra Alder Board Member 1 X 0 0 0 Rt Rev James B Herring O Praem Board Member 1 X 0 0 0 Rev Andrew Ciferni O Praem Board Member-Chairman 1 X X 0 0 0 Mr Mike Demerath Board Member 1 X 0 0 0 Rt Rev Gary Neville O Praem Board Member 1 X 0 0 0 Very Rev Dan Felton Board Member 1 X 0 0 0 Ms Mary Dellanina Board Member 1 X 0 0 0 Rev Matthew M Dougherty O Praem Board Member 1 X 0 0 0 Rt Rev Eugene J Hayes O Praem Board Member 1 X 0 0 0 Mr Edward J Sturzl Jr Board Member 1 X 0 0 0 Mr Richard Terry Board Member 1 X 0 0 0 Mr Phil Flynn Board Member 1 X 0 0 0 Rev John P Kastenholz O Praem Board Member 1 X 0 0 0 Dr John Corbett Board Member 1 X 0 0 0 Mr George F Hartmann Board Member 1 X 0 0 0 Ms Sara C Tutskey Board Member 1 X 0 0 0 Ms Ashley Prange Board Member 1 X 0 0 0 Rev Jack MacCarthy O Praem Board Member 1 X 0 0 0 Mr Paul O Gehl Board Member 1 X 0 0 0 Ms Karen McDiarmid Board Member 1 X 0 0 0 Mr Mike Foley Board Member 1 X 0 0 0 Mr Bill Rehm Board Member 1 X 0 0 0 Ms Tracy B Arndt Board Member 1 X 0 0 0 Ms Julie Anne Kress Board Member 1 X 0 0 0 Mr Edward A Thompson Board Member 1 X 0 0 0 Ms Julie Van Straten Board Member 1 X 0 0 0 Ms MaryEllen Schill Board Member 1 X 0 0 0 Rev James Baraniak O Praem Board Member 1 X 0 0 0 Mr Joseph Schinkten Board Member 1 X 0 0 0 Mr Greg Nicklaus Board Member 1 X 0 0 0 Rev Brad Vanden Branden OPraem Board Member 1 X 0 0 0 Mr Kurt Voss Board Member 1 X 0 0 0 Mr Fred Schmidt Board Member-Vice Chairman 1 X X 0 0 0 Mr Tom Schmidt Board Member 1 X 0 0 0 Mr Daniel O Dickinson Board Member 1 X 0 0 0 Ms Kathryn M Hasselblad-Pascale Board Member 1 X 0 0 0 Mrs Miriam B Mulva Board Member 1 X 0 0 0 Mr Paul J Schneider Board Member 1 X 0 0 0 Mr Michael Van Asten Board Member-Former Chairman 1 X 0 0 0 2328859 0 348499 46 1 1 0 EAB 1920 East Parham Rd Richmond VA 23228 Education Consulting 621752 Conway Olejniczek & Jerry SC 231 S Adams St Green Bay WI 54305 Attorney 292724 Tweet Garot Mechanical Inc 325 Reid St De Pere WI 54115 Mechanical Contractor 269281 Lamers Bus Lines Inc 2407 S Point Rd Green Bay WI 54313 Bussing 225832 Corcoran Glass & Paint Inc N 1000 Craftsmen Dr Greenville WI 54942 Construction 190027 11 0 0 0 0 1151182 5503225 551998 6654407 Tuition & Fees 611310 77885508 77885508 0 0 Sales & Service Auxiliary Enterprise 722320 9694591 8223742 1470849 0 Sales & Service of Educational Activities 611310 1425550 0 81911 1343639 0 0 0 0 89005649 4615507 0 0 4615507 0 0 0 0 0 0 0 0 29450 0 13826 0 15624 0 15624 0 0 15624 -628009 423402 0 325737 -628009 97665 -530344 0 0 -530344 0 0 0 0 0 0 0 0 0 0 0 0 5669735 4554549 1115186 975695 139491 0 2529561 0 255051 2274510 2529561 103405590 87084945 1947302 7718936 0 0 35717821 35717821 832553 832553 0 0 1781590 564434 996159 220997 0 0 0 0 33952321 27031746 6102936 817639 2352513 1873419 417604 61490 5293329 4151844 1005829 135656 2427642 1885152 472601 69889 0 0 0 0 368539 0 368539 0 50919 0 50919 0 0 0 0 0 79007 79007 319433 0 319433 0 0 0 0 0 225418 201622 22601 1195 11163239 1740303 8903324 519612 1132803 879663 220528 32612 0 0 0 0 225341 174986 43868 6487 1168996 901502 233144 34350 0 0 0 0 0 0 0 0 878009 387412 490597 0 0 0 0 0 5181386 4023534 1008686 149166 748090 580919 145634 21537 Indirect Cost 0 4233306 -4390249 156943 103898949 85180216 16412153 2306580 1294978 4207432 8203126 6857049 10170868 7892125 680111 497972 0 0 0 0 2876980 2362390 187583 178998 694769 366838 226520502 68210108 162568836 158310394 143472005 141779755 6440553 11486697 0 0 0 0 2278322 2178267 338868131 336117917 8032852 7857485 2934296 2344396 1724218 2445177 27563201 25239282 0 0 0 0 0 0 0 0 4943218 4270894 45197785 42157234 X 146900016 147830697 146770330 146129986 293670346 293960683 338868131 336117917 -493359 783696 0 0 0 0 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 831975 0 0 X X 0 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 104216759 1817933 -3874955 2121968 1525861 0 98511908 0.0804 0.8035 0.1161 0 1 1 0 6027411 6027411 0 192331089 53595898 138735191 0 0 0 0 0 17975749 10463895 7511854 0 10186253 4150315 6035938 158310394 0 Student Deposits Held in Trust 191185 Post Retirement Benefit Cost 4076209 Capital Lease 3500 4270894 X 108743835 783696 0 0 4554549 5338245 103405590 0 0 0 103405590 108453498 0 0 0 4554549 4554549 103898949 0 0 0 103898949 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. Study Abroad Scholarship Europe (including Iceland and Greenland) 12 648727 Wire 0 Study Abroad Scholarship East Asia and the Pacific 5 97402 Wire 0 Study Abroad Scholarship South America 3 66974 Wire 0 Study Abroad Scholarship Middle East and North Africa 1 19450 Wire 0 0 0 0 0 0 0 X X X X X X X 1 Ruffalo Noel Levitz PO Box 718 Des Moines IA 503030718 Consult on phone a thon. 0 0 79007 -79007 0 79007 -79007 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 1280 8873966 0 SNC Scholarships 1814 26843855 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 X 0 1 X 0 0 0 0 0 0 0 0 0 Eileen Jahnke Vice President-Former 158084 0 0 0 0 0 12195 0 5555 0 175834 0 0 0 Edward Lamm Vice President 147344 0 0 0 0 0 13546 0 18517 0 179407 0 0 0 Lee Reid Vice President 164379 0 0 0 0 0 13911 0 11748 0 190038 0 0 0 Thomas Kunkel President-Former 220918 0 0 0 0 0 19967 0 10208 0 251093 0 0 0 Brian Bruess President 270874 0 59272 0 0 0 19635 0 68804 0 418585 0 0 0 Jonathan Enslin Vice President 186552 0 0 0 0 0 9180 0 19798 0 215530 0 0 0 Jamie O'Brien Associate Dean 132452 0 0 0 0 0 10923 0 19597 0 162972 0 0 0 David Bailey Divisional Dean 133665 0 0 0 0 0 10110 0 13056 0 156831 0 0 0 Paul Bursik Associate Professor 156452 0 0 0 0 0 14393 0 17641 0 188486 0 0 0 Jason Haen Assistant Professor 126388 0 0 0 0 0 10465 0 19057 0 155910 0 0 0 Jeffrey Frick Vice President-Former 117513 0 0 0 0 0 10576 0 7733 0 135822 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 2905000 0 13345000 0 0 0 90000 0 0 0 13255000 0 2015 0 0 1 1 B 1290000 0 4300000 0 0 0 86000 0 0 4214000 0 0 2013 0 0 1 1 C 9104041 0 20297119 0 0 0 115410 0 0 20181709 0 0 2017 0 0 1 1 A 0 0 0 0 0 0.0608 0.0608 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 9 0 0 0 0 0 B 0 1 0 0 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-06/09/2016 24,000,000 WHEFA The rebate computation was performed February 2020. X 24 506998 Publicly Traded X Piano 1 45000 Appraisal 0 1 1 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 -10467 475369 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0