2019-12-05T15:38:00-06:00 2019-06-30 410746749 CLIFTONLARSONALLEN LLP 818 SECOND ST SO SUITE 320 WAITE PARK MN 56387 990 2018-07-01 416057644 INSTITUTE FOR ECUMENICAL & CULTURAL RESEARCH INST 3203633366 PO BOX 2000 COLLEGEVILLE MN 56321 DONALD OTTENHOFF EXECUTIVE DIRECTOR 3203633366 2019-11-22 1 CHRISTINE M STANZ P01319765 3202035500 2019-11-19 67.137.57.251 2019-11-22 09:37:42 CS P 30E6DC03B842C69081736085B62342742A9B7338 00BC933E0E20A89725972DE20ACDE4ACB1566A2A 2018 2020-04-17 16:48:07Z DONALD OTTENHOFF PO BOX 2000 COLLEGEVILLE MN 56321 4965798 0 X WWW.COLLEGEVILLEINSTITUTE.ORG X 1967 MN TO ENCOURAGE ECUMENICAL AND CULTURAL RESEARCH 28 28 0 28 0 0 4884998 2446504 12456 20665 412123 667296 0 87 5309577 3134552 17000 0 0 0 674110 775335 0 0 32968 640081 987181 1331191 1762516 3978386 1372036 15527878 16878332 49511 95945 15478367 16782387 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. 1 0 698364 ECCLESIAL LITERATURE PROJECT: WRITING WORKSHOPS ARE HELD THROUGHOUT THE YEAR, MAINLY IN THE SUMMER AND FALL. IN A HIGHLY COMPETITIVE APPLICATION PROCESS 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. 267666 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. 217390 COMMUNITIES OF CALLING INITIATIVE: COMMUNITIES OF CALLING WHO ENGAGE CHRISTIAN VOCATION IN WORSHIP, THEOLOGICAL STUDY AND COMMUNITY SERVICE. 8493 20665 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. 204643 COLLEGEVILLE INSTITUTE SEMINARS: SEMINARS ON VOCATION AND FAITH IN THE PROFESSIONS EXAMINE THE QUESTION OF HOW CHRISTIANS, EMPLOYED IN VARIOUS PROFESSIONS, UNDERSTAND THEIR WORK AS A CHRISTIAN VOCATION AND THE WAYS IN WHICH THEIR FAITH INFLUENCES THEIR PRACTICE AND THEIR PRACTICE INFLUENCES THEIR FAITH, AND PROFESSION. THE PURPOSE OF SEMINARS ON INTEGRATION IN THEOLOGICAL EDUCATION AND MINISTRY ARE TO INCREASE UNDERSTANDING AND RESOURCES ABOUT INTEGRATION AMONG THEOLOGICAL EDUCATORS. 76438 MULTI-RELIGIOUS FELLOWS PROGRAM: BRING TOGETHER EMERGING LEADERS WITHIN FIVE PROMINENT RELIGIOUS TRADITIONS IN MINNESOTA. 90175 MN STATE-WIDE FELLOWS PROGRAM: BRING TOGETHER EMERGING RELIGIOUS LEADERS IN THE STATE OF MN. 10017 NUNS & NONES: ENGAGING INTERGENERATIONAL DIALOGUE BETWEEN MONASTICS AND MILLENNIALS. 389766 20665 1573186 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 55 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 28 28 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 0.30 X X 0 0 0 DARRELL JODOCK CHAIR 2.00 X 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 CLYDE STECKEL BOARD MEMBER 0.50 X 0 0 0 THERESA SCHUMACHER BOARD MEMBER 0.50 X 0 0 0 ELLIE ROSCHER BOARD MEMBER 0.50 X 0 0 0 JERRY ROELOFS BOARD MEMBER 0.50 X 0 0 0 GARY REIERSON BOARD MEMBER 0.50 X 0 0 0 MARY PICKARD BOARD MEMBER 0.50 X 0 0 0 SUSAN PETERSON BOARD MEMBER 0.50 X 0 0 0 HARRY PAPPAS BOARD MEMBER 0.30 X 0 0 0 CAROL MCGEE STILES BOARD MEMBER 0.50 X 0 0 0 PATRICIA LULL BOARD MEMBER 0.50 X 0 0 0 JOHN KLASSEN BOARD MEMBER 0.50 X 0 0 0 STEVE HOGBERG BOARD MEMBER 0.50 X 0 0 0 MICHAEL HEMESATH BOARD MEMBER 0.50 X 0 0 0 GRANT GRISSOM BOARD MEMBER 0.30 X 0 0 0 LESLIE GREEN BOARD MEMBER 0.50 X 0 0 0 ELIZABETH GALBRAITH BOARD MEMBER 0.30 X 0 0 0 BRUCE ENSRUD BOARD MEMBER 0.50 X 0 0 0 HAROLD DRAGSETH BOARD MEMBER 0.50 X 0 0 0 NICK DENYSENKO BOARD MEMBER 0.30 X 0 0 0 SUZIE COLIANNI BOARD MEMBER 0.50 X 0 0 0 BILL CAHOY BOARD MEMBER 0.50 X 0 0 0 MARY BEDNAROWSKI BOARD MEMBER 1.50 X 0 0 0 PAUL BASSETT BOARD MEMBER 0.30 X 0 0 0 JAMES ALBERTS BOARD MEMBER 0.30 X 0 0 0 DONALD OTTENHOFF EXECUTIVE DIRECTOR 40.00 X 136200 0 12348 KATHLEEN CAHALAN PROGRAM DIRECTOR 40.00 X 124319 0 0 260519 0 12348 2 0 0 0 0 2500 2444004 2446504 RESIDENCY 900099 20665 20665 20665 248894 248894 2249648 1831246 418402 418402 418402 OTHER REVENUE 624410 87 87 87 3134552 20665 0 667383 308723 268707 24009 16007 380745 317869 54060 8816 13946 11643 1980 323 38786 32381 5507 898 33135 27663 4705 767 38220 38220 74129 73129 1000 9021 9021 66394 52336 12283 1775 23356 23022 264 70 351151 347098 4053 257554 250213 7341 62289 61565 646 78 13992 12593 1399 REPAIRS/MAINTENANCE 79949 78914 815 220 SECURITY/FIRE 7097 6996 80 21 4029 36 3993 1762516 1573186 156362 32968 7866248 9100531 296413 59015 31326 55219 1446142 713038 749351 733104 6584540 6930463 15527878 16878332 39911 86345 9600 9600 49511 95945 X 2649999 3016434 10683941 11596046 2144427 2169907 15478367 16782387 15527878 16878332 1372036 -68016 0 X 0 1 X 1 0 X X X 2 ORDER OF ST BENEDICT 410693973 1 1 2500 0 SIS OF THE ORDER OF ST BEN 410695523 1 1 0 0 2 2500 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 6649448 706620 345923 -256662 7445329 6534725 20000 381194 -286471 6649448 5994485 100000 714528 -274288 6534725 6244773 100000 -146873 203415 5994485 6251180 19163 153787 179357 6244773 0.21440 0.28820 0.49740 0 0 1050377 517778 532599 167456 42885 124571 228309 152375 75934 733104 ASSET RETIREMENT OBLIGATION 9600 9600 X 3066536 -68016 -68016 3134552 0 3134552 1762516 0 1762516 0 1762516 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. FORM 990, PART III, LINE 2 NUNS & NONES GRANT RECEIVED FROM LOUISVILLE SEMINARY. 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 2019. 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. 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