2021-11-11T17:38:48-06:00 2021-06-30 410746749 CLIFTONLARSONALLEN LLP 220 S 6TH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2020-07-01 416057644 INSTITUTE FOR ECUMENICAL & CULTURAL RESEARCH INST 3203633366 PO BOX 2000 COLLEGEVILLE MN 56321 JACQUELINE BUSSIE EXECUTIVE DIRECTOR 3203633366 2021-11-08 1 JACQUELINE BUSSIE 999009999 CHAD LASSEN P01587992 6123764500 2021-11-08 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z JACQUELINE BUSSIE PO BOX 2000 COLLEGEVILLE MN 56321 8366898 0 X WWW.COLLEGEVILLEINSTITUTE.ORG X 1967 MN TO ENCOURAGE ECUMENICAL AND CULTURAL RESEARCH 24 24 0 23 0 0 147543 1371135 15582 13175 309654 371229 33 793 472812 1756332 0 0 0 0 902117 811937 0 0 202634 930691 879470 1832808 1691407 -1359996 64925 15768456 17725955 64913 140108 15703543 17585847 X THE INSTITUTE FOR ECUMENICAL AND CULTURAL RESEARCH IS AN INDEPENDENT CORPORATION ON THE GROUNDS OF SAINT JOHN'S ABBEY AND UNIVERSITY. THE INSTITUTE PROVIDES A RESIDENTIAL CENTER FOR SCHOLARS OF DIFFERENT RELIGIOUS AFFILIATIONS AND THEIR FAMILIES TO ENGAGE IN RESEARCH AND DIALOG WITH EACH OTHER, WITH THE FATHERS AND BROTHERS OF SAINT JOHN'S ABBEY, AND WITH THE SISTERS OF SAINT BENEDICT MONASTERY, TO DISPEL RELIGIOUS IGNORANCE AND TO PROMOTE BETTER UNDERSTANDING AND HARMONY. 0 0 444173 COORDINATION OF THE CALLED TO LIVES OF MEANING PURPOSE INITIATIVE: TO COORDINATE, CONVENE, MONITOR AND ASSIST GRANTEES OF THE CALLED TO LIVES OF MEANING AND PURPOSE INITIATIVE. 261019 ECCLESIAL LITERATURE PROJECT: WRITING WORKSHOPS ARE HELD THROUGHOUT THE YEAR, MAINLY IN THE SUMMER AND FALL. IN A HIGHLY COMPETITIVE APPLICATION PROCESS WHERE 12 WRITERS ARE INVITED TO SPEND A WEEK-LONG SESSION WITH A WELL-KNOWN WRITER AND PEERS IN A WRITING ENVIRONMENT THAT OFTEN TIMES PRODUCES PUBLISHED WORK. 266907 COMMUNITIES OF CALLING INITIATIVE: COMMUNITIES OF CALLING WHO ENGAGE CHRISTIAN VOCATION IN WORSHIP, THEOLOGICAL STUDY AND COMMUNITY SERVICE. 13342 100 YEAR HAUL - RESEARCH & WRITING PROJECT: RESEARCH AND WRITING PROJECT ON FAITH-INSPIRED ASSET-BASED COMMUNITY DEVELOPMENT. 3000 CONNECTIONS & CONVERSATIONS: ONLINE PROGRAM WITH COLLEGEVILLE INSTITUTE ALUMNI. 2854 MN STATE-WIDE FELLOWS PROGRAM: BRING TOGETHER EMERGING RELIGIOUS LEADERS IN THE STATE OF MN. 238647 13175 RESIDENT SCHOLAR PROGRAM: SCHOLARS LIVE IN RESIDENCY ANYWHERE FROM ONE WEEK TO A FULL ACADEMIC YEAR. WHILE HERE THEY FOCUS ON RESEARCH PROJECTS THAT HAVE DIRECT IMPACT ON THE WORK OF THE CHURCH. 257843 13175 1229942 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 27 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 24 24 1 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MN X ELISA SCHNEIDER 3203633366 PO BOX 2000 COLLEGEVILLE MN 56321 KILIAN MCDONNELL OSB PRESIDENT 0.10 X X 0 0 0 DARRELL JODOCK BOARD MEMBER 2.00 X 0 0 0 KATHI AUSTIN MAHLE VICE CHAIR 1.50 X X 0 0 0 CINDY GEHRIG SECRETARY/TREASURER 1.50 X X 0 0 0 JAMES ALBERTS BOARD MEMBER 1.50 X 0 0 0 MARY BEDNAROWSKI BOARD MEMBER 1.50 X 0 0 0 BILL CAHOY CHAIR 1.50 X X 0 0 0 SUZIE COLIANNI BOARD MEMBER 1.00 X 0 0 0 NICK DENYSENKO BOARD MEMBER 0.30 X 0 0 0 HAROLD DRAGSETH BOARD MEMBER 1.50 X 0 0 0 BRUCE ENSRUD BOARD MEMBER 1.50 X 0 0 0 LES GREEN BOARD MEMBER 0.50 X 0 0 0 GRANT GRISSOM BOARD MEMBER 0.30 X 0 0 0 JOHN KLASSEN BOARD MEMBER 0.50 X 0 0 0 PATRICIA LULL BOARD MEMBER 0.50 X 0 0 0 HARRY PAPPAS BOARD MEMBER 0.30 X 0 0 0 MICHAEL PATELLA BOARD MEMBER 0.50 X 0 0 0 SUSAN PETERSON BOARD MEMBER 1.50 X 0 0 0 MARY PICKARD BOARD MEMBER 0.50 X 0 0 0 GARY REIERSON BOARD MEMBER 1.50 X 0 0 0 JERRY ROELOFS BOARD MEMBER 0.30 X 0 0 0 ELLIE ROSCHER BOARD MEMBER 1.50 X 0 0 0 ANN MARIE BIERMAIER BOARD MEMBER 0.50 X 0 0 0 CLYDE STECKEL BOARD MEMBER 0.50 X 0 0 0 DONALD B OTTENHOFF EXECUTIVE DIRECTOR 40.00 X 140505 0 12780 KATHLEEN CAHALAN PROGRAM DIRECTOR 40.00 X 130800 0 0 271305 0 12780 2 0 1 0 0 4500 1366635 1371135 RESIDENCY 900099 13175 13175 13175 178916 178916 6802879 6610566 192313 192313 192313 OTHER REVENUE 624410 793 793 793 1756332 13175 0 372022 X 322562 271896 16889 33777 379349 192834 75609 110906 9574 4867 1908 2799 57644 29302 11489 16853 42808 21761 8532 12515 42526 42526 200622 117482 83140 301 301 70641 32685 12619 25337 21131 20829 239 63 3346 2144 1123 79 388849 387196 1653 54901 54186 639 76 16119 14507 1612 REPAIRS/MAINTENANCE 73856 72877 772 207 SECURITY/FIRE 7178 7075 81 22 1691407 1229942 258831 202634 7731100 6233527 43346 540008 6416 126613 2074729 712472 703456 1362257 7284138 9463550 15768456 17725955 55313 140108 9600 0 64913 140108 X 3158775 4053219 12544768 13532628 15703543 17585847 15768456 17725955 64925 1817379 0 X 0 1 X 1 0 X X X 2 ORDER OF ST BENEDICT 410693973 1 1 4500 0 SIS OF THE ORDER OF ST BEN 410695523 1 1 0 0 2 4500 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 SCHEDULE A, PART I, ITEM G (VII) THE ORDER PROVIDES A NUMBER OF SERVICES THAT SUPPORT THE WORK OF THE INSTITUTE. THESE INCLUDE ACCOUNTING, PAYROLL, UTILITIES, FIRE SAFETY, AND ACCESS TO CAMPUS RESOURCES, SPACE, AND PERSONNEL. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7882323 219037 2179411 -393694 9887077 7445329 300000 353676 -216682 7882323 6649448 706620 345923 -256662 7445329 6534725 20000 381194 -286471 6649448 5994485 100000 714528 -274288 6534725 0.23530 0.22720 0.53750 0 0 1814098 563799 1250299 121846 60102 61744 138785 88571 50214 1362257 X 3573708 1817376 1817376 1756332 0 1756332 1691407 0 1691407 0 1691407 PART V, LINE 4: THE INSTITUTE'S ENDOWMENT FUNDS ARE INTENDED TO BE USED TO FUND INSTITUTE PROGRAM INITIATIVES AND SUPPORT THE INSTITUTE'S OPERATING BUDGET. 4% OF THE ANNUAL DRAW IS USED TO SUPPORT THE OVERALL MISSION OF THE INSTITUTE. BOARD DESIGNATED PORTION CURRENTLY SUPPORTS CAPITAL IMPROVEMENTS. PART X, LINE 2: THE INSTITUTE IS CLASSIFIED AS A TAX EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) AND IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(3) OF THE INTERNAL REVENUE CODE. THE INSTITUTE IS ALSO EXEMPT FROM MINNESOTA TAXES UNDER MINNESOTA STATUTE CHAPTER 290.05. THEREFORE, CONTRIBUTIONS TO THE INSTITUTE ARE CONSIDERED TAX DEDUCTIBLE. THE INSTITUTE FILES AS A TAX-EXEMPT ORGANIZATION, SHOULD THAT STATUS BE CHALLENGED IN THE FUTURE, ALL YEARS SINCE INCEPTION WOULD BE SUBJECT TO REVIEW BY THE IRS. 0 0 0 0 0 0 0 0 0 DONALD B OTTENHOFF EXECUTIVE DIRECTOR 140505 0 0 0 0 0 12605 0 175 0 153285 0 0 0 FORM 990, PART VI, SECTION A, LINE 1 AN EXECUTIVE COMMITTEE, COMPRISED OF THE OFFICERS OF THE BOARD, THE EX-OFFICIO MEMBERS, AND FOUR MEMBERS-AT-LARGE HAS AND EXERCISES THE AUTHORITY OF THE BOARD IN THE MANAGEMENT OF THE BUSINESS, PROPERTY, AND AFFAIRS OF THE CORPORATION IN THE INTERVALS BETWEEN MEETINGS OF THE BOARD BUT SUBJECT AT ALL TIMES TO THE CONTROL AND DIRECTION OF THE BOARD. THE MEMBERS-AT-LARGE OF THE EXECUTIVE COMMITTEE SHALL BE ELECTED BY THE BOARD OF DIRECTORS AT THE SAME TIME AS THE ELECTION OF OFFICERS. FORM 990, PART VI, SECTION A, LINE 2 DONALD OTTENHOFF, EXECUTIVE DIRECTOR, & KATHLEEN CAHALAN, PROGRAM/GRANT DIRECTOR, HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 7A THIRTY PERCENT OF THE BOARD OF DIRECTORS OTHER THAN EX OFFICIO DIRECTORS SHALL BE APPOINTED AND ELECTED BY THE ORDER OF ST. BENEDICT. TWENTY ONE PERCENT OF THE BOARD OF DIRECTORS OTHER THAN EX OFFICIO DIRECTORS SHALL BE APPOINTED AND ELECTED BY THE SISTERS OF THE ORDER OF ST. BENEDICT. THE ABBOT OF SAINT JOHN'S ABBEY AND THE PRESIDENT OF ST. JOHN'S UNIVERSITY ARE ALSO GIVEN VOTING MEMBERSHIP IN THE INSTITUTE'S BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B ALL BOARD MEMBERS RECEIVED AN ELECTRONIC COPY OF THE 990 DRAFT PRIOR TO ITS FILING, ONCE APPROVED BY MANAGEMENT. BOARD MEMBERS WERE ASKED TO APPROVE OR DISAPPROVE THE DRAFT. UPON APPROVAL, THE 990 WAS FILED. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY BOARD MEMBERS ARE ASKED TO REPORT ON A CONFLICT OF INTEREST FORM ANY RELATIONSHIPS THAT MAY BE CAUSE FOR CONFLICT OF INTEREST. SHOULD A MEMBER REPORT A CONFLICT, IT IS REVIEWED BY THE EXECUTIVE COMMITTEE AND CONCERNS ARE DISCUSSED. PERSONS WITH CONFLICTS ARE NOT ALLOWED TO VOTE ON OR BE PRESENT FOR THE BOARD DELIBERATIONS ON MATTERS FOR WHICH THEY HAVE A CONFLICT OF INTERESTS. ANY DECISIONS INVOLVING A MEMBER WITH A CONFLICT OF INTERESTS ARE DOCUMENTED IN THE BOARD MEETING MINUTES. ALL BOARD MEMBERS ARE ASKED TO COMPLETE AND SIGN THIS FORM. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE EXECUTIVE DIRECTOR, TOP MANAGEMENT AND FINANCIAL OFFICIALS IS BASED ON RECOMMENDATIONS AND RESEARCH DONE BY THE ST. JOHN'S ABBEY HUMAN RESOURCES OFFICE. AS LEASED EMPLOYEES, COMPENSATION FALLS UNDER THEIR JURISDICTION. HOWEVER, THE EXECUTIVE COMMITTEE OF THE COLLEGEVILLE INSTITUTE OF ECUMENICAL AND CULTURAL RESEARCH CAN MAKE ADDITIONAL COMPENSATION RECOMMENDATIONS. THE LAST REVIEW WAS PERFORMED IN 2021. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS OF THE ORGANIZATION ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTING: PROGRAM SERVICE EXPENSES 117,482. MANAGEMENT AND GENERAL EXPENSES 83,140. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 200,622. ORDER OF ST BENEDICT PO BOX 31802 CR 159 COLLEGEVILLE MN 56321 410693973 BENEDICTINES IN SERVICE TO THE CHURCH AND THE WORLD MN 501(C)(3) LINE 1 N/A 0 SISTERS OF THE ORDER OF ST BENEDICT 104 CHAPEL LANE ST JOSEPH MN 56374 410695523 INSTITUTE OF ROMAN CATHOLIC WOMEN DEDICATED TO THE SERVICE OF GOD MN 501(C)(3) LINE 1 N/A 0 0 0 1 0 0 0 0 0 0 0 1 1 1 1 1 0 0 0 0