UNIVERSITY OF ST THOMAS: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF ST THOMAS (EIN 41-0693970)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2019-05-13
- IRS object ID
- 201911339349303381
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-13T10:53:47-05:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 SOUTH SIXTH STREET SUITE 300 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 410693970 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF ST THOMAS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 6519625000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2115 SUMMIT AVENUE | AddressLine1Txt |
| City | ST PAUL | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 551051078 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK VANGSGARD | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6519625000 | PhoneNum |
| Signature | 2019-05-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KAREN GRIES | PreparerPersonNm |
| PTIN | P00078514 | PTIN |
| Phone | 6123764500 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.137.57.251 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-02 | IPDt |
| IP Tm | 12:31:01 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 0F6CED516730F26F6D929EFCCC55701A57CAC9CA | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 556679616493003E6E17937C0791D09847FC9451 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JULIE SULLIVAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2115 SUMMIT AVENUE | AddressLine1Txt |
| City | ST PAUL | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 551051078 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $478,190,895 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.STTHOMAS.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1885 | FormationYr |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O | ActivityOrMissionDesc |
| Voting Members Governing Body | 39 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 36 | VotingMembersIndependentCnt |
| Total Employee | 6035 | TotalEmployeeCnt |
| Total Volunteers | 4457 | TotalVolunteersCnt |
| Total Gross UBI | -$34,037 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$1,187,823 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $43,337,396 | PYContributionsGrantsAmt |
| CY Contributions Grants | $37,838,728 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $316,436,463 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $327,660,427 | CYProgramServiceRevenueAmt |
| PY Investment Income | $27,481,898 | PYInvestmentIncomeAmt |
| CY Investment Income | $26,636,911 | CYInvestmentIncomeAmt |
| PY Other Revenue | $18,288,631 | PYOtherRevenueAmt |
| CY Other Revenue | $18,168,366 | CYOtherRevenueAmt |
| PY Total Revenue | $405,544,388 | PYTotalRevenueAmt |
| CY Total Revenue | $410,304,432 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $114,935,118 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $126,179,181 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $172,685,354 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $177,178,832 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $220,485 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $241,450 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $8,594,452 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $83,882,180 | PYOtherExpensesAmt |
| CY Other Expenses | $79,710,809 | CYOtherExpensesAmt |
| PY Total Expenses | $371,723,137 | PYTotalExpensesAmt |
| CY Total Expenses | $383,310,272 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $33,821,251 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $26,994,160 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,181,326,871 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,205,164,681 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $268,919,832 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $255,080,991 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $912,407,039 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $950,083,690 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $254,782,861 | ExpenseAmt |
| Grant | $126,179,180 | GrantAmt |
| Revenue | $308,655,464 | RevenueAmt |
| Desc | INSTRUCTION & RESEARCH: DURING THE YEAR, 9,878 STUDENTS WERE ENROLLED AT THE UNIVERSITY OF ST. THOMAS PURSUING ASSOCIATES, UNDERGRADUATE, GRADUATE, DOCTORAL AND LAW DEGREES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $31,888,428 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $1,552,848 | RevenueAmt |
| Desc | STUDENT SERVICES: SERVICES PROVIDED TO STUDENTS INCLUDING ENROLLMENT SERVICES, DEAN OF STUDENTS, REGISTRAR, ATHLETICS, CAREER DEVELOPMENT, PERSONAL COUNSELING, INTERNATIONAL STUDENTS SERVICES, STUDENT CLUBS AND ORGANIZATIONS, AND STUDENT HEALTH SERVICES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $28,397,817 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $28,230,267 | RevenueAmt |
| Desc | AUXILIARY SERVICES: PROVIDED SERVICES TO THE UNIVERSITY COMMUNITY, INCLUDING FOOD SERVICES, HOUSING, BOOKSTORES, CONFERENCE SERVICES AND DAY CARE SERVICES. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $27,394,546 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $4,246,823 | RevenueAmt |
| Desc | OTHER PROGRAM SERVICES: ACADEMIC SUPPORT PROVIDED TO THE UNIVERSITY COMMUNITY INCLUDING LIBRARY FACILITIES, ACADEMIC ADVISING, AND THE FACULTY DEVELOPMENT CENTER. THE UNIVERSITY PROVIDES PUBLIC SERVICES INCLUDING THE SENIOR CITIZEN CENTER, LOAVES AND FISHES, SERVICE LEARNING, AND VISION TRIPS. THE UNIVERSITY ALSO PROVIDES OTHER PROGRAMS TO FURTHER THEIR EDUCATIONAL PURPOSES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $27,394,546 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $4,246,823 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $342,463,652 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | Yes (1) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 13334 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 6035 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | IT | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 39 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 36 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NV | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARK VANGSGARD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6519626100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2115 SUMMIT AVE | AddressLine1Txt |
| City | ST PAUL | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 551051078 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (50 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| PATRICK G RYAN | ||||||||
| BOARD CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| AMY GOLDMAN | ||||||||
| BOARD VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JULIE SULLIVAN | ||||||||
| PRESIDENT | 40.00 | Yes (X) | Yes (X) | $664,460 | $0 | $85,098 | ||
| JOHN N ALLEN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LISA S ANDERSON | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ARCHIE BLACK | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JEFFREY BUELT | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANDREW CECERE | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL V CIRESI | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BURTON D COHEN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GAIL J DORN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL E DOUGHERTY | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANDREW S DUFF | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TIMOTHY P FLYNN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| EUGENE U FREY | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GEOFFREY C GAGE | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANTOINE M GARIBALDI | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES P GEAREN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARK W GREGG | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KATHLEEN J HIGGINS VICTOR | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| VIRGINIA A HUBBARD MORRIS | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PAUL KARON | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ASHISH KHANDPUR | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS MADISON | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| REVEREND EDWARD MALLOY CSC | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| REVEREND JOHN M MALONE | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARY G MARSO | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ALVIN E MCQUINN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN MORRISON | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| THE HONORABLE DIANA E MURPHY | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| STEPHEN P NACHTSHEIM | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PHIL SORAN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT J ULRICH | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BRIAN D WENGER | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PENNY WHEELER | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| FRANK WILDERSON JR | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANN L WINBLAD | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARK A ZESBAUGH | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DENNIS DEASE | ||||||||
| PRESIDENT EMERITUS/TRUSTEE | 40.00 | Yes (X) | $121,967 | $0 | $24,600 | |||
| SARA GROSS METHNER | ||||||||
| GENERAL COUNSEL & SECRETARY | 40.00 | Yes (X) | $228,281 | $0 | $51,845 | |||
| MARK VANGSGARD | ||||||||
| CFO | 40.00 | Yes (X) | $282,586 | $0 | $48,833 | |||
| RICHARD PLUMB | ||||||||
| EVP & PROVOST | 40.00 | Yes (X) | $405,230 | $0 | $48,885 | |||
| FR LARRY SNYDER | ||||||||
| VP FOR MISSION | 40.00 | $175,239 | $0 | $26,162 | Yes (X) | |||
| ERIK THURMAN | ||||||||
| VP FOR DEVELOPMENT & ALUMN | 40.00 | $330,583 | $0 | $37,140 | Yes (X) | |||
| KYMM MARTINEZ | ||||||||
| CHIEF MARKETING OFFICER | 40.00 | $300,746 | $0 | $18,273 | Yes (X) | |||
| STEFANIE LENWAY | ||||||||
| DEAN, OPUS COLLEGE OF BUSINESS | 40.00 | $391,193 | $0 | $38,651 | Yes (X) | |||
| MICHAEL PAULSEN | ||||||||
| LAW PROFESSOR | 40.00 | $340,263 | $0 | $51,171 | Yes (X) | |||
| ANN BATESON | ||||||||
| LAW PROFESSOR, DIR OF LAW LIBRARY | 40.00 | $299,130 | $0 | $8,938 | Yes (X) | |||
| DAVID DEEDS | ||||||||
| PROFESSOR OF ENTREPRENEURS | 40.00 | $305,765 | $0 | $50,294 | Yes (X) | |||
| ROBERT VISCHER | ||||||||
| DEAN OF SCHOOL OF LAW | 40.00 | $273,372 | $0 | $53,097 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,118,815 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $542,987 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 273 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CALIFORNIA FIRST NATIONAL BANK | |||||
| 28 EXECUTIVE PARK | IRVINE | CA | 92614 | LEASING SERVICES | $3,042,887 |
| OPUS HOLDING LLC | |||||
| 10350 BREN RD W | MINNETONKA | MN | 55343 | CONSTRUCTION SERVICES | $2,300,890 |
| HURON CONSULTING GROUP | |||||
| 550 W VAN BUREN STREET | CHICAGO | IL | 60607 | MANAGEMENT CONSULTING | $890,727 |
| METROPOLITAN MECHANICAL CONTRACTORS | |||||
| 7450 FLYING CLOUD DRIVE | EDEN PRAIRIE | MN | 55344 | CONSTRUCTION SERVICES | $766,874 |
| ELLUCIAN COMPANY LP | |||||
| 2003 EDMUND HALLEY DRIVE | RESTON | VA | 20191 | SOFTWARE CONSULTING | $760,415 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 49 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $51,899 | FundraisingAmt |
| Government Grants | $4,027,086 | GovernmentGrantsAmt |
| All Other Contributions | $33,759,743 | AllOtherContributionsAmt |
| Noncash Contributions | $2,064,059 | NoncashContributionsAmt |
| Total Contributions | $37,838,728 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| TUITION & FEES | 611600 | $303,739,500 | $303,739,500 | |
| STUDENT HOUSING | 721310 | $19,004,956 | $18,797,384 | $207,572 |
| SEMINARS & WORKSHOPS | 611600 | $4,915,971 | $4,915,971 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $327,660,427 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,435,567 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$1,307,827 | UnrelatedBusinessRevenueAmt |
| Exclusion | $7,743,394 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $89,984 | TotalRevenueColumnAmt |
| Exclusion | $89,984 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $164,558 | TotalRevenueColumnAmt |
| Exclusion | $164,558 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $79,599,400 | SecuritiesAmt |
| Other | $31,395 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $59,512,918 | SecuritiesAmt |
| Other | $6,517 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $20,086,482 | SecuritiesAmt |
| Other | $24,878 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20,111,360 | TotalRevenueColumnAmt |
| Exclusion | $20,111,360 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $63,221 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $51,899 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $76,906 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$13,685 | TotalRevenueColumnAmt |
| Exclusion | -$13,685 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $17,419,815 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $8,290,122 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,129,693 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $8,882,194 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $247,499 | UnrelatedBusinessRevenueAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|---|
| PARKING | 812930 | $1,743,336 | $24,608 | $1,718,728 | |
| RENTAL | 531390 | $961,047 | $410,358 | $550,689 | |
| STUDENT HEALTH INSURAN | 900099 | $495,713 | $495,713 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,687,704 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,303,951 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $383,753 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $8,887,800 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $410,304,432 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $342,685,402 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$34,037 | UnrelatedBusinessRevenueAmt |
| Exclusion | $29,814,339 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $241,072 | TotalAmt |
| Program Services | $241,072 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,810,289 | TotalAmt |
| Program Services | $125,810,289 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $127,820 | TotalAmt |
| Program Services | $127,820 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,620,362 | TotalAmt |
| Management And General | $2,620,362 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $135,447,538 | TotalAmt |
| Program Services | $114,574,169 | ProgramServicesAmt |
| Management And General | $15,566,502 | ManagementAndGeneralAmt |
| Fundraising | $5,306,867 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,537,792 | TotalAmt |
| Program Services | $7,709,419 | ProgramServicesAmt |
| Management And General | $1,430,823 | ManagementAndGeneralAmt |
| Fundraising | $397,550 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,402,826 | TotalAmt |
| Program Services | $16,850,327 | ProgramServicesAmt |
| Management And General | $2,715,870 | ManagementAndGeneralAmt |
| Fundraising | $836,629 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,170,314 | TotalAmt |
| Program Services | $7,504,613 | ProgramServicesAmt |
| Management And General | $1,324,420 | ManagementAndGeneralAmt |
| Fundraising | $341,281 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $308,338 | TotalAmt |
| Program Services | $54,973 | ProgramServicesAmt |
| Management And General | $249,871 | ManagementAndGeneralAmt |
| Fundraising | $3,494 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $190,734 | TotalAmt |
| Program Services | $29,829 | ProgramServicesAmt |
| Management And General | $159,795 | ManagementAndGeneralAmt |
| Fundraising | $1,110 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,000 | TotalAmt |
| Management And General | $37,000 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $241,450 | TotalAmt |
| Fundraising | $241,450 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,194,316 | TotalAmt |
| Program Services | $2,228,029 | ProgramServicesAmt |
| Management And General | -$35,792 | ManagementAndGeneralAmt |
| Fundraising | $2,079 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,192,624 | TotalAmt |
| Program Services | $5,340,831 | ProgramServicesAmt |
| Management And General | $2,595,114 | ManagementAndGeneralAmt |
| Fundraising | $256,679 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,150,917 | TotalAmt |
| Program Services | $2,663,802 | ProgramServicesAmt |
| Management And General | $435,280 | ManagementAndGeneralAmt |
| Fundraising | $51,835 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,313,593 | TotalAmt |
| Program Services | $3,338,510 | ProgramServicesAmt |
| Management And General | $791,533 | ManagementAndGeneralAmt |
| Fundraising | $183,550 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,454,852 | TotalAmt |
| Program Services | $3,764,144 | ProgramServicesAmt |
| Management And General | $1,518,927 | ManagementAndGeneralAmt |
| Fundraising | $171,781 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,245,293 | TotalAmt |
| Program Services | $11,324,187 | ProgramServicesAmt |
| Management And General | $850,672 | ManagementAndGeneralAmt |
| Fundraising | $70,434 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,291,279 | TotalAmt |
| Program Services | $6,645,114 | ProgramServicesAmt |
| Management And General | $504,315 | ManagementAndGeneralAmt |
| Fundraising | $141,850 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,814,766 | TotalAmt |
| Program Services | $1,580,591 | ProgramServicesAmt |
| Management And General | $123,218 | ManagementAndGeneralAmt |
| Fundraising | $110,957 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,246,378 | TotalAmt |
| Program Services | $7,188,183 | ProgramServicesAmt |
| Management And General | $56,479 | ManagementAndGeneralAmt |
| Fundraising | $1,716 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,530,183 | TotalAmt |
| Program Services | $15,442,325 | ProgramServicesAmt |
| Management And General | -$31,127 | ManagementAndGeneralAmt |
| Fundraising | $118,985 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,440,950 | TotalAmt |
| Program Services | $1,360,603 | ProgramServicesAmt |
| Management And General | $77,281 | ManagementAndGeneralAmt |
| Fundraising | $3,066 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| ELECTRONIC LIBRARY | $2,483,115 | $2,483,115 | ||
| OTHER EQUIP & SUPPLIES | $1,803,573 | $1,753,695 | $37,362 | $12,516 |
| MEMBERSHIPS | $1,074,323 | $544,284 | $504,417 | $25,622 |
| MEALS | $698,542 | $586,692 | $49,519 | $62,331 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,240,033 | TotalAmt |
| Program Services | $3,317,036 | ProgramServicesAmt |
| Management And General | $670,327 | ManagementAndGeneralAmt |
| Fundraising | $252,670 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $383,310,272 | TotalAmt |
| Program Services | $342,463,652 | ProgramServicesAmt |
| Management And General | $32,252,168 | ManagementAndGeneralAmt |
| Fundraising | $8,594,452 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,750,406 | BOYAmt |
| EOY | $5,407,249 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $147,405,436 | BOYAmt |
| EOY | $151,284,836 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,552,640 | BOYAmt |
| EOY | $13,495,825 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,352,992 | BOYAmt |
| EOY | $5,204,116 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,261,370 | BOYAmt |
| EOY | $1,466,535 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,110,962 | BOYAmt |
| EOY | $3,702,179 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $686,890,200 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $281,468,723 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $410,964,257 | BOYAmt |
| EOY | $405,421,477 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $381,703,502 | BOYAmt |
| EOY | $378,990,821 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $210,878,729 | BOYAmt |
| EOY | $233,719,921 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,343,230 | BOYAmt |
| EOY | $2,588,630 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,003,347 | BOYAmt |
| EOY | $3,883,092 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,181,326,871 | BOYAmt |
| EOY | $1,205,164,681 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,379,860 | BOYAmt |
| EOY | $21,258,326 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,064,370 | BOYAmt |
| EOY | $8,646,857 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $194,983,766 | BOYAmt |
| EOY | $178,611,656 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,171,374 | BOYAmt |
| EOY | $1,031,601 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,320,462 | BOYAmt |
| EOY | $45,532,551 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $268,919,832 | BOYAmt |
| EOY | $255,080,991 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $425,223,009 | BOYAmt |
| EOY | $437,415,054 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $198,049,968 | BOYAmt |
| EOY | $212,823,032 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $289,134,062 | BOYAmt |
| EOY | $299,845,604 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $912,407,039 | BOYAmt |
| EOY | $950,083,690 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,181,326,871 | BOYAmt |
| EOY | $1,205,164,681 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $26,994,160 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $14,919,821 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | -$338,591 | DonatedServicesAndUseFcltsAmt |
| Other Changes In Net Assets | -$3,898,739 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $26,967,699 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $25,200,546 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $26,426,682 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $43,337,396 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $37,838,728 | CurrentTaxYearAmt |
| Total | $159,771,051 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $26,967,699 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $25,200,546 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $26,426,682 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $43,337,396 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $37,838,728 | CurrentTaxYearAmt |
| Total | $159,771,051 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $7,807,901 | SubstantialContributorsTotAmt |
| Public Support Total170 | $151,963,150 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,585,030 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,139,313 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,714,758 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,650,454 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,524,027 | CurrentTaxYearAmt |
| Total | $32,613,582 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $917,289 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $265,136 | CurrentTaxYearMinus3YearsAmt |
| Total | $1,182,425 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,936,517 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,253,988 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,677,915 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,223,188 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,543,007 | CurrentTaxYearAmt |
| Total | $39,634,615 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $233,201,673 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,641,309,075 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.65160 | PublicSupportCY170Pct |
| Public Support PY170 | 0.62950 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME - 2013 AMOUNT: $ 7,936,517. 2014 AMOUNT: $ 7,253,988. 2015 AMOUNT: $ 8,677,915. 2016 AMOUNT: $ 8,223,188. 2017 AMOUNT: $ 7,543,007. | ExplanationTxt |
Schedule B IRS990ScheduleB
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Political Expenditures | $0 | PoliticalExpendituresAmt |
| Volunteer Hours | 0 | VolunteerHoursCnt |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $230,432 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $230,432 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | DURING THE FISCAL YEAR 2018 THE UNIVERSITY OF ST. THOMAS RETAINED THE SERVICES OF NORTH STATE ADVISORS AND ASSOCIATES OF MINNEAPOLIS TO REPRESENT THE UNIVERSITY'S INTERESTS WITH THE CITY OF MINNEAPOLIS. THE UNIVERSITY PAID NORTH STATE ADVISORS $24,000 IN FY18. DURING THE FISCAL YEAR 2018, THE UNIVERSITY RETAINED THE SERVICES OF LOCKRIDGE GRINDAL NAUEN TO REPRESENT THE UNIVERSITY'S INTERESTS IN WASHINGTON, D.C. THE UNIVERSITY PAID LOCKRIDGE GRINDAL NAUEN $2,500 IN FY18. DURING THE FISCAL YEAR 2018 THE UNIVERSITY RETAINED THE SERVICES OF GOFF PUBLIC, INC. TO REPRESENT THE UNIVERSITY'S INTERESTS IN THE STATE OF MINNESOTA. THE UNIVERSITY PAID GOFF PUBLIC, INC. $10,500 IN FY18. THE UNIVERSITY OF ST. THOMAS IS A MEMBER OF MINNESOTA PRIVATE COLLEGE COUNCIL (MPCC), AN ORGANIZATION DESCRIBED IN SECTION 501(C)(4) OF THE INTERNAL REVENUE CODE. MPCC IS AN ASSOCIATION OF PRIVATE NONPROFIT INSTITUTIONS OF HIGHER EDUCATION THAT SERVES A VARIETY OF ITS MEMBERS' SHARED NEEDS, INCLUDING, BUT NOT ONLY, NONPARTISAN AND NON-ELECTORAL ADVOCACY FOR PUBLIC POLICY THAT MEETS STUDENTS' NEEDS AND ADVANCES THE INTERESTS OF PRIVATE HIGHER EDUCATION. THE UNIVERSITY OF ST. THOMAS PAID MEMBERSHIP DUES TO MPCC IN THE AMOUNT OF $240,885 DURING THE TAXABLE YEAR. MPCC HAS DIVIDED ITS EXPENSES FOR ITS TAXABLE YEAR ENDING JUNE 30, 2018, INTO TWO GROUPS. GROUP 1 CONSISTS OF THOSE EXPENSES THAT DID NOT IN ANY WAY SUPPORT ATTEMPTS TO INFLUENCE LEGISLATION WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ("LOBBYING"), AND GROUP 2 CONSISTS OF ALL OTHER EXPENSES. GROUP 2 INCLUDES MANY EXPENSES, SUCH AS PERSONNEL COSTS, THAT SUPPORTED BOTH LOBBYING AND NONLOBBYING ACTIVITIES. MPCC DID NOT ATTEMPT TO ALLOCATE THE GROUP 2 EXPENSES BETWEEN LOBBYING AND NONLOBBYING ACTIVITIES. MPCC HAS DETERMINED THAT THE AMOUNT OF THE GROUP 2 EXPENSES REPRESENTS 80.30% OF THE AMOUNT OF THE DUES THAT MPCC COLLECTED IN THE SAME TAXABLE YEAR. ASSUMING THAT ALL GROUP 2 EXPENSES WERE PAID FROM MEMBER DUES, AND ALLOCATING THOSE EXPENSES PRO RATA BASED ON THE DUES PAID BY EACH MEMBER, $193,432 OF THE UNIVERSITY OF ST. THOMAS' DUES WERE USED TO PAY GROUP 2 EXPENSES. THE AMOUNT OF LOBBYING EXPENSES PAID FROM THE UNIVERSITY OF ST. THOMAS' DUES WAS SIGNIFICANTLY LESS THAN THAT AMOUNT. | ExplanationTxt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $0 | RevenuesIncludedAmt |
| Assets Included | $6,546,263 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
Collection Used Other Purposes CollectionUsedOtherPurposesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Other Purposes | Yes (X) | CollectionUsedOtherPurposesInd |
| Other Purposes | USED IN PUBLICATION | OtherPurposesDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicited Assets Sale | Yes (1) | SolicitedAssetsSaleInd |
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $494,001,531 | BeginningYearBalanceAmt |
| Contributions | $8,224,829 | ContributionsAmt |
| Investment Earnings Or Losses | $33,566,150 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $5,253,326 | GrantsOrScholarshipsAmt |
| Other Expenditures | $11,828,917 | OtherExpendituresAmt |
| End Year Balance | $518,710,267 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $447,478,684 | BeginningYearBalanceAmt |
| Contributions | $13,109,519 | ContributionsAmt |
| Investment Earnings Or Losses | $49,686,874 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $5,975,417 | GrantsOrScholarshipsAmt |
| Other Expenditures | $10,298,129 | OtherExpendituresAmt |
| End Year Balance | $494,001,531 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $468,496,969 | BeginningYearBalanceAmt |
| Contributions | $8,895,211 | ContributionsAmt |
| Investment Earnings Or Losses | -$12,856,980 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,993,887 | GrantsOrScholarshipsAmt |
| Other Expenditures | $13,062,629 | OtherExpendituresAmt |
| End Year Balance | $447,478,684 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $495,499,932 | BeginningYearBalanceAmt |
| Contributions | -$16,071,423 | ContributionsAmt |
| Investment Earnings Or Losses | $2,959,220 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,675,547 | GrantsOrScholarshipsAmt |
| Other Expenditures | $10,215,213 | OtherExpendituresAmt |
| End Year Balance | $468,496,969 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $440,994,846 | BeginningYearBalanceAmt |
| Contributions | $11,108,133 | ContributionsAmt |
| Investment Earnings Or Losses | $57,221,183 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,675,547 | GrantsOrScholarshipsAmt |
| Other Expenditures | $10,148,683 | OtherExpendituresAmt |
| End Year Balance | $495,499,932 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.19150 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.57800 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.23050 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $36,879,986 | OtherCostOrOtherBasisAmt |
| Book Value | $36,879,986 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $498,579,229 | OtherCostOrOtherBasisAmt |
| Depreciation | $159,983,793 | DepreciationAmt |
| Book Value | $338,595,436 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $13,050,157 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,711,495 | DepreciationAmt |
| Book Value | $6,338,662 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $72,899,267 | OtherCostOrOtherBasisAmt |
| Depreciation | $60,357,605 | DepreciationAmt |
| Book Value | $12,541,662 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $65,481,561 | OtherCostOrOtherBasisAmt |
| Depreciation | $54,415,830 | DepreciationAmt |
| Book Value | $11,065,731 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $405,421,477 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| REAL ESTATE FUNDS | $48,320,407 | F |
| HEDGE FUNDS | $105,874,561 | F |
| PRIVATE EQUITY | $79,199,953 | F |
| FOREIGN EQUITY | $325,000 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $233,719,921 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| ANNUITY OBLIGATIONS | $6,481,853 |
| ASSET RETIREMENT OBLIGATIONS | $4,164,927 |
| INTEREST RATE SWAP | $1,110,644 |
| OTHER LIABILITIES | $29,514,358 |
| STUDENT LOAN ADVANCES | $4,260,769 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $45,532,551 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $308,168,657 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $14,919,821 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $8,367,028 | OtherRevenueAmt |
| Revenue Not Reported | $23,286,849 | RevenueNotReportedAmt |
| Revenue Subtotal | $284,881,808 | RevenueSubtotalAmt |
| Other Revenues Not Included | $125,422,624 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $125,422,624 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $410,304,432 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $270,467,128 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $338,591 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $8,367,028 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $8,705,619 | ExpensesNotReportedAmt |
| Expenses Subtotal | $261,761,509 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $121,548,763 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $121,548,763 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $383,310,272 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | THE UNIVERSITY OF ST. THOMAS HOLDS TWO COLLECTIONS OF ARTWORK. THE ASMAT ART AND ARTISTS COLLECTION CONSTITUTES ONE OF THE MOST COMPREHENSIVE COLLECTIONS OF ASMAT ART IN THE UNITED STATES. LOCATED ON THE ST. PAUL CAMPUS IT PROVIDES STUDENTS, FACULTY, STAFF AND SURROUNDING COMMUNITIES WITH OPPORTUNITIES TO LEARN ABOUT TRADITIONAL ASMAT CULTURE, CONTEMPORARY CHALLENGES FOR ASMAT ARTISTS, AND ONGOING OPPORTUNITIES ASMAT ARTISTS HAVE FOR PRESENTING THEIR WORK. THE UNIVERSITY OF ST. THOMAS COLLECTION COMPRISES OVER 1,000 OBJECTS, INCLUDING PAINTINGS, SCULPTURES, DECORATIVE ARTS, STAINED GLASS, AND TEXTILES. MANY OF THESE WORKS ARE ON DISPLAY IN PUBLIC AREAS OF THE LIBRARIES, OFFICES, CLASSROOMS, DORMITORIES, SEMINARY BUILDINGS, AND THE STUDENT CENTER; AND IN VARIOUS OUTDOOR SETTINGS. SEVERAL AREAS, SUCH AS THE SCULPTURE GARDEN OF THE O'SHAUGHNESSY-OWENS SCIENCE COMPLEX, AND THE BERNARDI CAMPUS IN ROME, HAVE NOTEWORTHY ENSEMBLES. MANY WORKS OF ART ARE USED DIRECTLY FOR TEACHING PURPOSES IN THE ART HISTORY CLASSROOM, AS WELL AS SPECIALIZED SETTINGS SUCH AS THE LUANN DUMMER CENTER FOR WOMEN. OTHER PLAY A DIRECT ROLE IN WORSHIP AND MEDITATION. |
| PART V, LINE 4: | THE UNIVERSITY'S ENDOWMENT IS USED FOR STUDENT FINANCIAL AID, INSTRUCTION AND OTHER RELATED ACTIVITIES, AND EDUCATIONAL AND GENERAL OPERATING. |
| PART X, LINE 2: | THE UNIVERSITY QUALIFIES AS A TAX-EXEMPT NONPROFIT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SIMILAR STATUTES OF MINNESOTA LAW. HOWEVER, ANY UNRELATED BUSINESS INCOME MAY BE SUBJECT TO TAXATION. THE MOST SIGNIFICANT AREAS THAT SUBJECT THE UNIVERSITY TO UNRELATED BUSINESS INCOME TAX (UBIT) INCLUDE CONFERENCES AND EVENTS, RENTAL ACTIVITIES, EARNINGS FROM CERTAIN ALTERNATIVE INVESTMENTS AND OTHER UNRELATED INCOME. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSE 76,906. COST OF GOODS SOLD 8,290,122. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | STUDENT FINANCIAL AID 125,422,624. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSE 76,906. COST OF GOODS SOLD 8,290,122. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | STUDENT FINANCIAL AID 125,422,624. NET UNREALIZED GAIN ON INTEREST RATE SWAP 567,476. CHANGE IN DEFERRED TAX ASSET 191,178. LOSS ON DEBT REFINANCING -4,615,393. DONOR PLEDGE ADJUSTMENTS -42,000. GAIN ON DISPOSAL OF PROPERTY AND EQUIPMENT 24,878. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | THE UNIVERSITY PUBLISHES ITS NON-DISCRIMINATION POLICY IN SOLICITATION MATERIALS SENT TO PROSPECTIVE STUDENTS, AS WELL AS ON ITS WEBSITE AND IN ENROLLMENT MATERIALS. |
| SCHEDULE E, PART I, LINE 6 | THE UNIVERSITY OF ST. THOMAS RECEIVES PRIMARILY TITLE IV FUNDING FROM THE DEPARTMENT OF EDUCATION (I.E., PELL, PERKINS, WORKSTUDY, FEDERAL DIRECT LENDING, AND SEOG). |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (37 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| NORTH AMERICA | 0 | 0 | PROGRAM SERVICES | ATHLETICS | $7,045 |
| EUROPE | 0 | 0 | PROGRAM SERVICES | CONFERENCES | $94,806 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICES | CONFERENCES | $17,933 |
| MIDDLE EAST AND NORTH AFRICA | 0 | 0 | PROGRAM SERVICES | CONFERENCES | $1,825 |
| NORTH AMERICA | 0 | 0 | PROGRAM SERVICES | CONFERENCES | $27,885 |
| RUSSIA AND NEIGHBORING STATES | 0 | 0 | PROGRAM SERVICES | CONFERENCES | $942 |
| SOUTH AMERICA | 0 | 0 | PROGRAM SERVICES | CONFERENCES | $9,417 |
| SOUTH ASIA | 0 | 0 | PROGRAM SERVICES | CONFERENCES | $6,938 |
| SUB-SAHARAN AFRICA | 0 | 0 | PROGRAM SERVICES | CONFERENCES | $7,717 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICES | EQUIPMENT PURCHASES | $231 |
| EUROPE | 0 | 0 | PROGRAM SERVICES | EQUIPMENT PURCHASES | $2,025 |
| NORTH AMERICA | 0 | 0 | PROGRAM SERVICES | EQUIPMENT PURCHASES | $9,890 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICES | INFORMATION TECHNOLOGY | $4,398 |
| EUROPE | 0 | 0 | PROGRAM SERVICES | INFORMATION TECHNOLOGY | $5,348 |
| NORTH AMERICA | 0 | 0 | PROGRAM SERVICES | INFORMATION TECHNOLOGY | $8,940 |
| NORTH AMERICA | 0 | 0 | PROGRAM SERVICES | MEMBERSHIPS | $562 |
| ASIA | 0 | 0 | INVESTMENTS | N/A | $6,699,006 |
| CENTRAL AMERICA & THE CARIBBEAN | 0 | 0 | INVESTMENTS | N/A | $95,204,904 |
| EUROPE | 0 | 0 | INVESTMENTS | N/A | $16,022,960 |
| NORTH AMERICA | 0 | 0 | INVESTMENTS | N/A | $17,922,616 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICES | RECRUITING | $27,542 |
| EUROPE | 0 | 0 | PROGRAM SERVICES | RECRUITING | $12,318 |
| NORTH AMERICA | 0 | 0 | PROGRAM SERVICES | RECRUITING | $6,958 |
| SOUTH AMERICA | 0 | 0 | PROGRAM SERVICES | RECRUITING | $3,141 |
| SOUTH ASIA | 0 | 0 | PROGRAM SERVICES | RECRUITING | $4,014 |
| SUB-SAHARAN AFRICA | 0 | 0 | PROGRAM SERVICES | RECRUITING | $9,007 |
| CENTRAL AMERICA & THE CARIBBEAN | 0 | 0 | PROGRAM SERVICES | SABATICAL | $10,789 |
| NORTH AMERICA | 0 | 0 | PROGRAM SERVICES | STUDENT AID | $8,184 |
| CENTRAL AMERICA & THE CARIBBEAN | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD | $58,803 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD | $134,455 |
| EUROPE | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD | $809,892 |
| MIDDLE EAST AND NORTH AFRICA | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD | $75,080 |
| SOUTH AMERICA | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD | $3,590 |
| SOUTH ASIA | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD | $5,856 |
| SUB-SAHARAN AFRICA | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD | $1,978 |
| RUSSIA AND NEIGHBORING STATES | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD | $18,254 |
| EUROPE | 1 | 0 | PROGRAM SERVICES | THE BERNARDI CAMPUS PROVIDES HOUSING TO ST. THOMAS STUDENTS AND OTHERS PARTICIPATING IN ACADEMIC AND SUMMER PROGRAMS. | $565,059 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 1 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 1 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $166,791 | SubtotalSpentAmt |
| Continuation Spent | $137,643,517 | ContinuationSpentAmt |
| Total Spent | $137,810,308 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (6 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Non Cash AssistanceNonCashAssistanceAmt | Description Of Non Cash AsstDescriptionOfNonCashAsstTxt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|---|---|---|---|
| RESTRICTED AID | EAST ASIA AND THE PACIFIC | 3 | $4,670 | STUDENT ACCOUNT | $0 | N/A | N/A |
| INSTITUTIONAL AID | EAST ASIA AND THE PACIFIC | 1 | $16,084 | STUDENT ACCOUNT | $0 | N/A | N/A |
| INSTITUTIONAL AID | EUROPE | 9 | $60,111 | STUDENT ACCOUNT | $0 | N/A | N/A |
| RESTRICTED AID | EUROPE | 18 | $42,596 | STUDENT ACCOUNT | $0 | N/A | N/A |
| INSTITUTIONAL AID | SOUTH ASIA | 1 | $3,160 | STUDENT ACCOUNT | $0 | N/A | N/A |
| RESTRICTED AID | SOUTH AMERICA | 1 | $1,198 | STUDENT ACCOUNT | $0 | N/A | N/A |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | Yes (1) | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | STUDENT FINANCIAL AID IS PROCESSED UNDER INDIVIDUAL GRANT FUNDS WITHIN OUR ACCOUNTING SYSTEM, AND THE STUDENT FINANCIAL AID IS ALSO PROCESSED UNDER EACH INDIVIDUAL STUDENT ACCOUNT. THIS APPROACH TO RECORD FINANCIAL AID BY FUND AND BY STUDENT ACCOUNT, PROVIDES A DETAILED RECORD OF HOW THE FUNDS ARE SPENT ACCORDING TO DONOR AND GOVERNMENTAL REQUIREMENTS. THE FINANCIAL AID OFFICE MONITORS STUDENT ACCOUNT ACTIVITY TO VERIFY THE STUDENT'S ENROLLMENT AND USE OF THE FUNDS ACCORDING TO THE GRANT REQUIREMENTS. |
| PART I, LINE 3: | THE UNIVERSITY USES THE ACCRUAL METHOD OF ACCOUNTING TO REPORT EXPENDITURES ON SCHEDULE F. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUFFALO NOEL LEVITZ | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3018 | AddressLine1Txt |
| City | CEDAR RAPIDS | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52406 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | TELEMARKETING COORDINATOR | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $381,961 | GrossReceiptsAmt |
| Retained By Contractor | $168,900 | RetainedByContractorAmt |
| Net To Organization | $213,061 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $381,961 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $168,900 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $213,061 | TotalNetToOrganizationAmt |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | DE | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | IA | LicensedStatesCd |
| Licensed States | ID | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | IN | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | MT | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | NE | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | SD | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | TX | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | VT | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WY | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | FOOTBALL GOLF | Event1Nm |
| Gross Receipts Event1 | $28,825 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $12,620 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $16,205 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $15,972 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $1,215 | OtherDirectExpensesEvent1Amt |
| Event2 | BASEBALL GOLF | Event2Nm |
| Gross Receipts Event2 | $20,197 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $6,425 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $13,772 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $10,033 | RentFacilityCostsEvent2Amt |
| Other Direct Expenses Event2 | $247 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 5 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $66,098 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $32,854 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $33,244 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $42,173 | RentFcltyCostsOtherEventsAmt |
| Oth Direct Expnss Other Events | $7,266 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $115,120 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $51,899 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $63,221 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $68,178 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $8,728 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $76,906 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$13,685 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| CENTER FOR ETHICAL BUSINESS CULTURES | ||||||||||
| 1000 LASALLE AVE TMH 331 | MINNEAPOLIS | MN | 55403 | 411431488 | 501(C)(3) | $186,254 | $0 | N/A | N/A | GENERAL SUPPORT |
| MACALESTER-GROVELAND COMMUNITY COUNCIL | ||||||||||
| 320 S GRIGGS ST | ST PAUL | MN | 55105 | 411414691 | 501(C)(3) | $10,250 | $0 | N/A | N/A | GENERAL SUPPORT |
| UNION PARK DISTRICT COUNCIL | ||||||||||
| 1570 CONCORDIA AVE | ST PAUL | MN | 55104 | 411434829 | 501(C)(3) | $10,250 | $0 | N/A | N/A | GENERAL SUPPORT |
| HOPE COMMUNITY INC | ||||||||||
| 611 EAST FRANKLIN AVE | MINNEAPOLIS | MN | 55404 | 411292817 | 501(C)(3) | $7,500 | $0 | N/A | N/A | PUBLIC SERVICE PROGRAM |
| OPEN ARMS OF MINNESOTA | ||||||||||
| 2500 BLOOMINGOTN AVENUE SOUTH | MINNEAPOLIS | MN | 55404 | 411681317 | 501(C)(3) | $7,500 | $0 | N/A | N/A | PUBLIC SERVICE PROGRAM |
| ST CLOUD HOSPITAL | ||||||||||
| 1406 6TH AVENUE NORTH | ST CLOUD | MN | 56303 | 410695596 | 501(C)(3) | $7,500 | $0 | N/A | N/A | PUBLIC SERVICE PROGRAM |
| THE FOOD GROUP MINNESOTA INC | ||||||||||
| 8501 54TH AVENUE NORTH | MINNEAPOLIS | MN | 55428 | 411246504 | 501(C)(3) | $7,500 | $0 | N/A | N/A | PUBLIC SERVICE PROGRAM |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 7 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (7 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|
| INSTITUTIONAL AID | 8850 | $11,287,228 | $0 | N/A | N/A |
| INSTITUTIONAL EXEMPTIONS | 2123 | $5,050,839 | $0 | N/A | N/A |
| RESTRICTED AID | 2324 | $7,407,334 | $0 | N/A | N/A |
| STUDENT STIPENDS | 203 | $104,694 | $0 | N/A | N/A |
| STUDENT STIPEND-LIVING | 13 | $25,823 | $0 | N/A | N/A |
| STUDENT STIPENDS - NOTETAKERS | 34 | $1,650 | $0 | N/A | N/A |
| STUDENT PRIZES & AWARDS | 368 | $349,621 | $0 | N/A | N/A |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | AS GIFTS AND GRANTS ARE RECEIVED, INDIVIDUAL FUNDS ARE ESTABLISHED IN OUR GENERAL LEDGER SYSTEM TO PROCESS THE GRANT REVENUE AND EXPENSE. A FINANCIAL MANAGER IS ASSIGNED TO REVIEW AND OVERSEE THE ACTIVITY OF THE FUND. IN ADDITION, OTHER ADMINISTRATIVE DEPARTMENTS ALSO PROVIDE SERVICES TO PROCESS, REPORT AND REVIEW THE GRANT INFORMATION. IN THE CASE OF PRIVATE GRANTS, THE UNIVERSITY FOLLOWS A FORMALIZED GRANT APPLICATION PROCESS TO VERIFY THAT THE UNIVERSITY UNDERSTANDS THE GRANT OBLIGATION AND PURPOSE BEFORE THE APPLICATION IS SENT TO THE GRANTOR ORGANIZATION. MANY PRIVATE AND GOVERNMENT GRANTS ARE RECEIVED FOR STUDENT FINANCIAL AID. OUR ENROLLMENT SERVICES DEPARTMENT FOLLOWS A DETAILED POLICY AND PROCEDURES MANUAL THAT DESCRIBES HOW EACH SCHOLARSHIP IS AWARDED, INCLUDING SELECTION CRITERIA. THESE PROCEDURES FOLLOW GUIDELINES SET BY THE UNIVERSITY'S SENIOR LEADERSHIP. STUDENT FINANCIAL AID IS PROCESSED UNDER INDIVIDUAL GRANT FUNDS WITHIN OUR ACCOUNTING SYSTEM (AS DESCRIBED ABOVE), AND THE STUDENT FINANCIAL AID IS ALSO PROCESSED UNDER EACH INDIVIDUAL STUDENT ACCOUNT. THIS APPROACH TO RECORD FINANCIAL AID BY FUND AND BY STUDENT ACCOUNT, PROVIDES A DETAILED RECORD OF HOW THE FUNDS ARE SPENT ACCORDING TO DONOR AND GOVERNMENTAL REQUIREMENTS. THE FINANCIAL AID OFFICE MONITORS STUDENT ACCOUNT ACTIVITY TO VERIFY THE STUDENT'S ENROLLMENT AND USE OF THE FUNDS ACCORDING TO THE GRANT REQUIREMENTS. GRANTS ARE PROVIDED TO ESTABLISHED ORGANIZATIONS THAT ARE EDUCATIONAL AND/OR CHARITABLE AND THE UNIVERSITY IS IN CONTACT WITH THOSE ORGANIZATIONS TO ENSURE THE GRANTS FUNDS ARE EXPENDED APPROPRIATELY. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Payments For Use Of Residence | Yes (X) | PaymentsForUseOfResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (12 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JULIE SULLIVAN | ||||||||||||||
| PRESIDENT | $611,498 | $0 | $50,000 | $0 | $2,962 | $0 | $25,380 | $0 | $59,718 | $0 | $749,558 | $0 | $0 | $0 |
| SARA GROSS METHNER | ||||||||||||||
| GENERAL COUNSEL & SECRETARY | $227,639 | $0 | $0 | $0 | $642 | $0 | $22,527 | $0 | $29,318 | $0 | $280,126 | $0 | $0 | $0 |
| MARK VANGSGARD | ||||||||||||||
| CFO | $282,076 | $0 | $0 | $0 | $510 | $0 | $25,328 | $0 | $23,505 | $0 | $331,419 | $0 | $0 | $0 |
| RICHARD PLUMB | ||||||||||||||
| EVP & PROVOST | $404,939 | $0 | $0 | $0 | $291 | $0 | $25,380 | $0 | $23,505 | $0 | $454,115 | $0 | $0 | $0 |
| FR LARRY SNYDER | ||||||||||||||
| VP FOR MISSION | $175,068 | $0 | $0 | $0 | $171 | $0 | $16,564 | $0 | $9,598 | $0 | $201,401 | $0 | $0 | $0 |
| ERIK THURMAN | ||||||||||||||
| VP FOR DEVELOPMENT & ALUMN | $323,282 | $0 | $0 | $0 | $7,301 | $0 | $12,126 | $0 | $25,014 | $0 | $367,723 | $0 | $0 | $0 |
| KYMM MARTINEZ | ||||||||||||||
| CHIEF MARKETING OFFICER | $300,478 | $0 | $0 | $0 | $268 | $0 | $9,127 | $0 | $9,146 | $0 | $319,019 | $0 | $0 | $0 |
| STEFANIE LENWAY | ||||||||||||||
| DEAN, OPUS COLLEGE OF BUSINESS | $391,193 | $0 | $0 | $0 | $0 | $0 | $25,380 | $0 | $13,271 | $0 | $429,844 | $0 | $0 | $0 |
| MICHAEL PAULSEN | ||||||||||||||
| LAW PROFESSOR | $340,263 | $0 | $0 | $0 | $0 | $0 | $25,380 | $0 | $25,791 | $0 | $391,434 | $0 | $0 | $0 |
| ANN BATESON | ||||||||||||||
| LAW PROFESSOR, DIR OF LAW LIBRARY | $299,024 | $0 | $0 | $0 | $106 | $0 | $8,504 | $0 | $434 | $0 | $308,068 | $0 | $0 | $0 |
| DAVID DEEDS | ||||||||||||||
| PROFESSOR OF ENTREPRENEURS | $305,573 | $0 | $0 | $0 | $192 | $0 | $24,591 | $0 | $25,703 | $0 | $356,059 | $0 | $0 | $0 |
| ROBERT VISCHER | ||||||||||||||
| DEAN OF SCHOOL OF LAW | $272,979 | $0 | $0 | $0 | $393 | $0 | $25,380 | $0 | $27,717 | $0 | $326,469 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | UNIVERSITY EMPLOYEES ARE OCCASIONALLY ASKED TO TRAVEL ON UNIVERSITY BUSINESS. SPOUSAL TRAVEL REIMBURSEMENT BY THE UNIVERSITY REQUIRES APPROVAL BY A DEAN OR LEADERSHIP MEMBER, AND IF THE BUSINESS PURPOSE OF THE SPOUSAL TRAVEL IS NOT PROPERLY DOCUMENTED, IT IS TREATED AS TAXABLE COMPENSATION TO THE EMPLOYEE. TRAVEL FOR COMPANIONS WAS PROVIDED AS A BENEFIT TO THE UNIVERSITY PRESIDENT AND IF THE BUSINESS PURPOSE OF THE SPOUSAL TRAVEL WAS NOT PROPERLY DOCUMENTED, IT WAS TREATED AS TAXABLE COMPENSATION TO THE EMPLOYEE. THE PRESIDENT IS REQUIRED TO LIVE IN UNIVERSITY OWNED HOUSING. THE UNIVERSITY PROVIDES CLEANING AND MAINTENANCE SERVICES FOR THIS HOUSING. THE HOUSING BENEFIT IS NOT TAXABLE PURSUANT TO IRC SECTION 119 AS IT IS A CONDITION OF THE PRESIDENT'S EMPLOYMENT AT THE UNIVERSITY. THE UNIVERSITY HAS PURCHASED A CLUB MEMBERSHIP, WHICH IS A TAXABLE BENEFIT TO THE PRESIDENT TO THE EXTENT OF PERSONAL USE. |
| PART I, LINE 4A | ANN BATESON - SEVERANCE PAYMENT - $208,631 |
| PART I, LINE 7 | THE PRESIDENT OF THE UNIVERSITY RECEIVES A NON-FIXED PAYMENT AS INCENTIVE COMPENESATION WHICH IS CALCULATED IN PART BASED ON THE ACHIEVEMENT OF CERTAIN OBJECTIVES WITHIN HER PERFORMANCE EVALUATION PROCESS. THE PAYMENT IS NOT BASED ON REVENUE AND IS EVALUATED ANNUALLY BY THE EXECUTIVE COMMITTEE. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| MN HIGHER ED FACILITIES AUTHORITY | ||||||||
| A | 410988525 | 60416HB78 | 2013-03-28 | $29,327,034 | SEE PART VI | 0 | 0 | 0 |
| MN HIGHER ED FACILITIES AUTHORITY | ||||||||
| B | 410988525 | 2014-03-14 | $24,210,000 | SEE PART VI | 0 | 0 | 0 | |
| MN HIGHER ED FACILITIES AUTHORITY | ||||||||
| C | 410988525 | 60416HV43 | 2016-03-09 | $63,325,215 | SEE PART VI | 0 | 0 | 0 |
| MN HIGHER ED FACILITIES AUTHORITY | ||||||||
| D | 410988525 | 60416HW26 | 2016-03-06 | $16,887,704 | SEE PART VI | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|
| A | $6,510,000 | $29,327,034 | $222,034 | $29,105,000 | 2013 | Yes (1) | 0 | Yes (1) | Yes (1) |
| B | $6,268,407 | $24,210,000 | $136,888 | $24,073,112 | 2014 | 0 | Yes (1) | Yes (1) | Yes (1) |
| C | $3,050,000 | $63,325,217 | $364,074 | $63,262,687 | 2016 | 0 | Yes (1) | Yes (1) | Yes (1) |
| D | $4,810,000 | $16,887,704 | $142,580 | $16,744,057 | 2016 | Yes (1) | 0 | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | Yes (1) | 0 | 0 | 0.00000 | 0.00800 | 0.00800 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) | |
| C | 0 | 0 | 0 | 0 | 0.00000 | 0.03640 | 0.03640 | 0 | 0 | Yes (1) | |
| D | 0 | 0 | 0 | 0 | 0.00000 | 0.00310 | 0.00310 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 |
| B | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| C | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| D | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
| D | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE K, PART I, COLUMN A: | REFUND ISSUE DATED 08/19/2004. |
| SCHEDULE K, PART I, COLUMN B: | REFUND ISSUES DATED 8/19/2004. |
| SCHEDULE K, PART I, COLUMN C: | REFUND ISSUES DATED 06/17/2009 & 12/16/2008. |
| SCHEDULE K, PART I, COLUMN D: | REFUND ISSUE DATED 02/16/2006. |
| SCHEDULE K, PART I, COLUMN E: | REFUND ISSUE DATED 12/16/2009. |
| SCHEDULE K, PART I, COLUMN F: | REFUND ISSUE DATED 05/30/2012. |
| SCHEDULE K, PART II, LINE 3: | THE DIFFERENCE FROM PART I(E) IS DUE TO INVESTMENT EARNINGS. |
| SCHEDULE K, PART II, LINE 11 COLUMNS C AND D: | THE OTHER SPENT PROCEEDS ARE THE REFUNDING PROCEEDS NO LONGER IN ESCROW. |
| SCHEDULE K, PART III, COLUMN D: | ALL ISSUES REFUNDED BY THE 2016 8-M ISSUE ARE EITHER PRIOR TO 12/31/2002 OR THROUGH A SERIES OF REFUNDINGS THAT REFUND AN ISSUE PRIOR TO 12/31/2002. ACCORDINGLY, THIS ISSUE IS EXEMPT FROM PART III REPORITNG. |
| SCHEDULE K, PART II, COLUMN B, LINE 11: | THE OTHER SPENT PROCEEDS ARE THE REFUNDING PROCEEDS THAT ARE NO LONGER IN ESCROW. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| MN HIGHER ED FACILITIES AUTHORITY | ||||||||
| A | 410988525 | 60416H8G2 | 2017-12-28 | $66,234,827 | SEE PART VI | 0 | 0 | 0 |
| MN HIGHER ED FACILITIES AUTHORITY | ||||||||
| B | 410988525 | 2017-12-29 | $19,035,000 | SEE PART VI | 0 | 0 | 0 | |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Other Spent ProceedsOtherSpentProceedsAmt |
|---|---|---|---|---|---|---|---|---|
| A | $66,234,827 | $65,796,329 | $438,499 | 0 | Yes (1) | 0 | Yes (1) | |
| B | $19,035,000 | $150,000 | Yes (1) | 0 | Yes (1) | Yes (1) | $18,885,000 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash Grant | $39,065 | CashGrantAmt |
| Type Of Assistance | SCHOLARSHIPS | TypeOfAssistanceTxt |
| Assistance Purpose | ACADEMIC | AssistancePurposeTxt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| OPUS HOLDINGS LLC | |||
| SEE PART V | $2,300,890 | CONSTRUCTION SERVICES | 0 |
| RYAN COMPANIES INC | |||
| SEE PART V | $683,502 | CONSTRUCTION SERVICES | 0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCH L, PART III, GRANTS OR ASSISTANCE BENEFITTING INTERESTED PERSONS: | ISSUANCE OF ACADEMIC SCHOLARSHIPS TO FAMILY MEMBERS OF EMPLOYEES AND TRUSTEES IS DETERMINED ON THE SAME BASIS AND CRITERIA FOR ALL STUDENTS AT THE UNIVERSITY. |
| SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: | AMY GOLDMAN IS A DIRECTOR OF OPUS HOLDINGS, LLC. SHE ALSO HAS A FAMILY MEMBER WHO HAS A BENEFICIAL INTEREST IN OPUS HOLDINGS, LLC, WHICH PROVIDES CONSTRUCTION SERVICES TO THE UNIVERSITY. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 62 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,055,760 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | STOCK MARKET QUOTES | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | OTHER | Desc |
| Contribution | 17 | ContributionCnt |
| Noncash Contributions Rpt F990 | $8,299 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | ESTIMATED VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE UNIVERSITY REPORTS THE NUMBER OF CONTRIBUTORS ON PART I, COLUMN B. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 1 DISCLOSURE: | INSPIRED BY CATHOLIC INTELLECTUAL TRADITION, THE UNIVERSITY OF ST. THOMAS EDUCATES STUDENTS TO BE MORALLY RESPONSIBLE LEADERS WHO THINK CRITICALLY, ACT WISELY AND WORK SKILLFULLY TO ADVANCE THE COMMON GOOD. FOUNDED IN 1885, THE UNIVERSITY OF ST. THOMAS IS A CATHOLIC UNIVERSITY BASED IN THE TWIN CITIES OF ST. PAUL AND MINNEAPOLIS. THE LARGEST PRIVATE UNIVERSITY IN MINNESOTA, ST. THOMAS OFFERS BACHELOR'S DEGREES IN OVER 85 MAJOR FIELDS OF STUDY AND MORE THAN 45 GRADUATE DEGREE PROGRAMS INCLUDING MASTER'S, EDUCATION SPECIALIST, JURIS DOCTOR AND DOCTORATES. THE UNIVERSITY OF ST. THOMAS IS KNOWN NATIONALLY FOR ACADEMIC EXCELLENCE THAT PREPARES STUDENTS FOR THE COMPLEXITIES OF THE CONTEMPORARY WORLD. THROUGH DISCIPLINARY AND INTERDISCIPLINARY INQUIRY AND DEEP INTERCULTURAL UNDERSTANDING, WE INSPIRE STUDENTS TO LEAD, WORK AND SERVE WITH THE SKILL AND EMPATHY VITAL TO CREATING A BETTER WORLD. |
| FORM 990, PART III, LINE 1 DISCLOSURE: | SEE MISSION IN SCHEDULE O, PART I, LINE 1 DISCLOSURE. |
| FORM 990, PART VI, SECTION A, LINE 1 | THE EXECUTIVE COMMITTEE IS COMPRISED OF BOARD CHAIR, BOARD VICE CHAIR, IMMEDIATE PAST CHAIR, AND THE PRESIDENT OF THE UNIVERSITY OF ST. THOMAS. ALL OF THE EXECUTIVE COMMITTEE MEMBERS ARE MEMBERS OF THE UNIVERSITY'S BOARD OF TRUSTEES. THE EXECUTIVE COMMITTEE HAS THE RIGHT TO ACT ON BEHALF OF THE BOARD OF TRUSTEES IN ANY MATTER THAT THE BOARD ITSELF COULD ADDRESS. |
| FORM 990, PART VI, SECTION A, LINE 2 | BRIAN WENGER AND PAT RYAN - BUSINESS RELATIONSHIP |
| FORM 990, PART VI, SECTION A, LINE 7A | THREE OF THE UNIVERSITY'S TRUSTEES SHALL BE NOMINATED BY THE SAINT PAUL SEMINARY AND ELECTED BY THE BOARD OF TRUSTEES IN ACCORDANCE WITH AN AFFILIATION AGREEMENT BETWEEN THE UNIVERSITY AND THE SEMINARY. |
| FORM 990, PART VI, SECTION B, LINE 11B | A FULL DRAFT PUBLIC INSPECTION COPY OF THE FORM 990 IS SENT TO THE AUDIT AND FINANCE COMMITTEE FOR REVIEW AND ACCEPTANCE PRIOR TO SUBMISSION TO THE IRS. THE FULL BOARD OF TRUSTEES IS PROVIDED A COPY OF THE RETURNS PRIOR TO ITS SUBMISSION TO THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL TRUSTEES, OFFICERS, KEY EMPLOYEES AND THE FIVE HIGHEST PAID EMPLOYEES OF THE UNIVERSITY ARE REQUESTED TO FILE AN ANNUAL DISCLOSURE STATEMENT AND REPORT ANY KNOWN CONFLICTS OF INTEREST. THIS DISCLOSURE STATEMENT MUST BE COMPLETED AT THE TIME OF APPOINTMENT AND THEN ANNUALLY ON OR BEFORE OCTOBER 31. THE DISCLOSURE REQUIRES THE INDIVIDUALS TO NOTE KNOWN AND POTENTIAL RELATIONSHIPS OR TRANSACTIONS WHICH MAY GIVE RISE TO CONFLICT. TRUSTEES AND OFFICERS ALSO ARE REQUESTED TO NOTIFY THE VICE PRESIDENT FOR BUSINESS AFFAIRS IMMEDIATELY IF A CHANGE IN HIS OR HER DISCLOSURE STATEMENT OCCURS DURING THE YEAR. THE UNIVERSITY REVIEWS THE FORMS AND ANY IDENTIFIED CONFLICTS ARE MONITORED TO ENSURE COMPLIANCE WITH THE POLICY. ALL CONTRACTS, AGREEMENTS, OR ARRANGEMENTS THAT HAVE THE POTENTIAL FOR A FINANCIAL OR OTHER TYPE OF CONFLICT OF INTEREST ARE REVIEWED AND APPROVED BY THE APPROPRIATE GROUP, AS LAID OUT IN OUR POLICY. AN INTERESTED PERSON RECUSES HIM OR HERSELF FROM THE DECISION-MAKING PROCESS, INCLUDING REMOVING HIM OR HERSELF FROM ANY DISCUSSIONS OR MEETINGS REGARDING THE POTENTIAL ARRANGEMENT. THOSE WITHOUT AN INTEREST IN THE MATTER DECIDE WHETHER A CONTRACT, AGREEMENT, TRANSACTION, OR ARRANGEMENT IS FAIR REASONABLE AND IS IN THE BEST INTEREST OF THE UNIVERSITY. |
| FORM 990, PART VI, SECTION B, LINE 15A | TO DETERMINE PRESIDENT SULLIVAN'S INITIAL COMPENSATION AS PRESIDENT, THE BOARD OF TRUSTEES HIRED A CONSULTANT TO ASSIST ESTABLISHING A LIST OF SCHOOLS WE COULD REFERENCE IN REGARDS TO COMPENSATION. THE LIST OF SCHOOLS WAS REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD. THE CONSULTANT PROVIDED ADDITIONAL COMPENSATION ANALYSIS AND RECOMMENDATIONS IN CONJUNCTION WITH THE BENCHMARK SCHOOL INFORMATION. THE PROCESS WAS LAST UNDERTAKEN IN 2013. THE INDEPENDENT MEMBERS OF THE EXECUTIVE COMMITTEE EVALUATES COMPENSATION EACH YEAR AND THEIR EVALUATION LAST OCCURED IN 2017. THE COMPENSATION FOR OTHER OFFICERS AND KEY EMPLOYEES IS APPROVED BY THE PRESIDENT OR THE INDIVIDUAL'S DIRECT SUPERVISOR IF NOT THE PRESIDENT. AS PART OF THIS PROCESS, COMPENSATION IS ESTABLISHED THROUGH AN ASSESSMENT OF THE CURRENT MARKET. A SALARY RANGE IS ESTABLISHED THROUGH COMPARABLE POSITIONS/SALARY INFORMATION, AND THE APPROPRIATE TARGET SALARY IS SELECTED BEFORE A FINAL OFFER IS DIRECTED TO THE POTENTIAL HIRE. THIS PROCESS OCCURS EACH YEAR. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE UNIVERSITY OF ST. THOMAS DOES NOT MAKE ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC. THE UNIVERSITY'S CONFLICT OF INTEREST POLICY IS ON THE UNIVERSITY'S WEBSITE AND IS ACCESSIBLE TO THE PUBLIC. THE UNIVERSITY'S AUDITED FINANCIAL STATEMENTS ARE AVAILABLE BY REQUEST AND ARE ALSO AVAILABLE ON THE UNIVERSITY'S WEBSITE. |
| FORM 990, PART XI, LINE 9: | NET UNREALIZED GAIN ON INTEREST RATE SWAP 567,476. CHANGE IN DEFERRED TAX ASSET 191,178. LOSS ON DEBT REFINANCING -4,615,393. DONOR PLEDGE ADJUSTMENTS -42,000. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| CENTRAL ORONO LLC | |||||||||
| 2115 SUMMIT AVE AQU 216 | ST PAUL | MN | 55105 | 261415797 | REAL ESTATE INVESTMENT | MN | $0 | $0 | UNIVERSITY OF ST THOMAS |
| UST ASSET HOLDINGS LLC | |||||||||
| 2115 SUMMIT AVE AQU 216 | ST PAUL | MN | 55105 | 822313472 | REAL ESTATE INVESTMENT | MN | $0 | $0 | UNIVERSITY OF ST THOMAS |
| UST INVESTMENT HOLDINGS LLC | |||||||||
| 2115 SUMMIT AVE AQU 216 | ST PAUL | MN | 55105 | 822761195 | NON REAL ESTATE INVESTMENT | MN | $0 | $0 | UNIVERSITY OF ST THOMAS |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CENTER FOR ETHICAL BUSINESS CULTURES | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 LASALLE AVE TMH 331 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55403 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 411431488 | EIN |
| Primary Activities | PROMOTE ETHICAL BUSINESS CULTURES | PrimaryActivitiesTxt |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 10 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF ST THOMAS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|
| CHARITABLE REMAINDER UNITRUSTS (21) | ||||
| TRUST INVESTMENTS | MN | UNIVERSITY OF ST THOMAS | T | Yes (1) |
| CHARITABLE REMAINDER ANNUITY TRUSTS (10) | ||||
| TRUST INVESTMENTS | MN | UNIVERSITY OF ST THOMAS | T | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| CENTER FOR ETHICAL BUSINESS CULTURES | ||
| O | $336,557 | HOURLY RATES |
| CENTER FOR ETHICAL BUSINESS CULTURES | ||
| R | $45,250 | CASH TRANSFERRED |