ST NORBERT COLLEGE INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ST NORBERT COLLEGE INC (EIN 39-1399196)
- Tax period
- 2023-06-01 to 2024-05-31
- Filed
- 2025-02-17
- IRS object ID
- 202520489349301077
- Schema version
- 2023v6.0
- 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 D
- Schedule E
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-02-17T12:28:19-06:00 | ReturnTs |
| Tax Period End | 2024-05-31 | 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 | 8215 GREENWAY BOULEVARD SUITE 600 | AddressLine1Txt |
| City | MIDDLETON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53562 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391399196 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST NORBERT COLLEGE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STNO | BusinessNameControlTxt |
| Phone | 9204033117 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 GRANT STREET | AddressLine1Txt |
| City | DE PERE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 541152002 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LUYAN LI | PersonNm |
| Person Title | VP OF BUSINESS & FINANCE/CFO | PersonTitleTxt |
| Phone | 9204033117 | PhoneNum |
| Signature | 2025-02-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KIMBERLY ANDERSON | PreparerPersonNm |
| PTIN | P00188889 | PTIN |
| Phone | 6086628600 | PhoneNum |
| Preparation | 2025-02-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LAURIE JOYNER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 GRANT STREET | AddressLine1Txt |
| City | DE PERE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 541152002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $142,934,958 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Group Exemption | 0928 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SNC.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1981 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | ST. NORBERT COLLEGE, A CATHOLIC LIBERAL ARTS COLLEGE EMBRACING THE NORBERTINE IDEAL OF COMMUNIO, PROVIDES AN EDUCATIONAL ENVIRONMENT THAT FOSTERS INTELLECTUAL, SPIRITUAL AND PERSONAL DEVELOPMENT. | ActivityOrMissionDesc |
| Voting Members Governing Body | 33 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 33 | VotingMembersIndependentCnt |
| Total Employee | 1919 | TotalEmployeeCnt |
| Total Volunteers | 50 | TotalVolunteersCnt |
| Total Gross UBI | $2,109,897 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $32,341,931 | PYContributionsGrantsAmt |
| CY Contributions Grants | $9,443,565 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $90,778,852 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $92,459,074 | CYProgramServiceRevenueAmt |
| PY Investment Income | $9,598,584 | PYInvestmentIncomeAmt |
| CY Investment Income | $15,228,622 | CYInvestmentIncomeAmt |
| PY Other Revenue | $7,544,919 | PYOtherRevenueAmt |
| CY Other Revenue | $7,680,825 | CYOtherRevenueAmt |
| PY Total Revenue | $140,264,286 | PYTotalRevenueAmt |
| CY Total Revenue | $124,812,086 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $39,822,640 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $41,985,321 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $47,775,629 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $42,578,643 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,928,093 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $29,953,898 | PYOtherExpensesAmt |
| CY Other Expenses | $27,557,592 | CYOtherExpensesAmt |
| PY Total Expenses | $117,552,167 | PYTotalExpensesAmt |
| CY Total Expenses | $112,121,556 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $22,712,119 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $12,690,530 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $372,261,383 | TotalAssetsBOYAmt |
| Total Assets EOY | $394,030,665 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $35,798,397 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $31,156,770 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $336,462,986 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $362,873,895 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | ST. NORBERT COLLEGE, A CATHOLIC LIBERAL ARTS COLLEGE EMBRACING THE NORBERTINE IDEAL OF COMMUNIO, PROVIDES AN EDUCATIONAL ENVIRONMENT THAT FOSTERS INTELLECTUAL, SPIRITUAL AND PERSONAL DEVELOPMENT. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $41,985,321 | ExpenseAmt |
| Grant | $41,985,321 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | SCHOLARSHIPS & GRANTS | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $20,276,688 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $87,020,173 | RevenueAmt |
| Desc | EDUCATION DELIVERY, GENERAL/OTHER: INSTRUCTION, RESEARCH, PUBLIC SERVICE, AND ACADEMIC SUPPORT (1,857 STUDENTS). | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $12,017,270 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | STUDENT SERVICES PROGRAM: STUDENT SERVICES INCLUDES ADMISSIONS, REGISTRATION, FINANCIAL AID, CAREER CENTER, AND THE HEALTH CENTER (1,857 STUDENTS). | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $8,082,118 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $11,009,829 | RevenueAmt |
| Desc | AUXILIARY ENTERPRISES PROVIDES HOUSING, BOARD, AND BOOKSTORE SERVICES TO APPROXIMATELY 1,547 RESIDENTIAL STUDENTS (1,857 TOTAL STUDENTS). | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $8,082,118 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $11,009,829 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $82,361,397 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | 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 | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 2435 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1919 | 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 | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 33 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 33 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | 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 | Yes (1) | 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 | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUYAN LI | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9204033250 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 GRANT ST | AddressLine1Txt |
| City | DE PERE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54115 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (45 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| MS TRACY B ARNDT | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| REV JAMES BARANIAK O PRAEM | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| REV ANDY CRIBBEN O PRAEM | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MR MIKE DANIELS | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MR PHIL FLYNN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DR MIKE FOLEY | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| REV JAY FOSTNER O PRAEM | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MR PAUL GEHL | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MR GEORGE F HARTMANN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MR CHRIS HESS | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| REV PATRICK LAPACZ O PRAEM | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BR TERRY LAUERMAN O PRAEM | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MS CHRISTINE LOOSE | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MS KAREN MCDIARMID | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MR MIKE MCEVOY | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| FR JORDAN NEECK O PRAEM | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DR SANDRA ODORZYNSKI | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MS ASHLEY PRANGE | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MR BILL REHM | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MS MARYELLEN SCHILL | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MR JOSEPH SCHINKTEN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MR TOM SCHMIDT | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MR RICHARD TERRY | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MR EDWARD THOMPSON | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| REV JOHNATHAN TURBA O PRAEM | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BRAD VANDEN BRANDEN O PRAEM | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MS JULIE VAN STRATEN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MR KURT VOSS | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| REV JOHN ZAGARELLA O PRAEM | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| AUTUMN ANFANG | ||||||||
| VICE PRESIDENT FOR BUSINESS AND FINANCE | 40.00 | $221,580 | $0 | $42,680 | Yes (X) | |||
| LAURIE JOYNER | ||||||||
| PRESIDENT | 40.00 | $200,066 | $0 | $16,872 | Yes (X) | |||
| TOM KUNKEL | ||||||||
| PRESIDENT | 40.00 | $205,405 | $0 | $10,510 | Yes (X) | |||
| JULIE MASSEY | ||||||||
| CHIEF OF STAFF AND SECRETARY | 40.00 | $129,248 | $0 | $17,554 | Yes (X) | |||
| MR FRED SCHMIDT | ||||||||
| BOARD CHAIR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| MS PATTI MCKEITHAN | ||||||||
| BOARD VICE CHAIR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| DAVID BAILEY | ||||||||
| ASSOCIATE VICE PRESIDENT FOR ACADEMIC AFFAIRS | 40.00 | $163,591 | $0 | $32,155 | Yes (X) | |||
| JONATHAN ENSLIN | ||||||||
| VICE PRESIDENT FOR COLLEGE ADVANCEMENT | 40.00 | $206,615 | $0 | $34,217 | Yes (X) | |||
| EDWARD LAMM | ||||||||
| VICE PRESIDENT FOR ENROLLMENT MANAGEMENT & COMMUNI | 40.00 | $191,723 | $0 | $36,685 | Yes (X) | |||
| ANDREA LEE | ||||||||
| VICE PRESIDENT FOR ACADEMIC AFFAIRS | 40.00 | $166,374 | $0 | $10,322 | Yes (X) | |||
| JOE WEBB | ||||||||
| VICE PRESIDENT FOR STUDENT AFFAIRS | 40.00 | $156,663 | $0 | $31,058 | Yes (X) | |||
| MARK BOCKENHAUER | ||||||||
| PROFESSOR OF GEOGRAPHY | 40.00 | $188,487 | $0 | $15,367 | Yes (X) | |||
| PAUL BURSIK | ||||||||
| PROFESSOR OF BUSINESS ADMINISTRATION - FINANCE AND | 40.00 | $165,138 | $0 | $28,224 | Yes (X) | |||
| ROBERT DOWNARD | ||||||||
| DIRECTOR OF INFRASTRUCTURE AND OPERATIONS | 40.00 | $162,894 | $0 | $20,543 | Yes (X) | |||
| DANIEL HEISER | ||||||||
| DEAN OF SCHNEIDER SCHOOL OF BUSINESS AND ECONOMICS | 40.00 | $251,975 | $0 | $16,056 | Yes (X) | |||
| JAMIE O'BRIEN | ||||||||
| PROFESSOR OF BUSINESS ADMINISTRATION | 40.00 | $146,954 | $0 | $31,777 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,556,713 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $344,020 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 59 | 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 |
|---|---|---|---|---|---|
| HURON CONSULTING GROUP INC | |||||
| PO BOX 71223 | CHICAGO | IL | 60694 | CONSULTING SERVICES | $1,774,421 |
| MIRON CONSTRUCTION CO INC | |||||
| PO BOX 1372 | GREEN BAY | WI | 54305 | PROJECT MANAGEMENT/CONTRACTOR | $1,297,336 |
| EAB | |||||
| PO BOX 603519 | CHARLOTTE | NC | 28260 | EDUCATIONAL CONSULTING | $694,457 |
| WORKSHOP ARCHITECTS INC | |||||
| 201 E PITTSBURGH AVE SUITE 301 | MILWAUKEE | WI | 53204 | ARCHITECTURAL SERVICES | $691,241 |
| LAMERS BUS LINES INC | |||||
| 2407 S POINT ROAD | GREEN BAY | WI | 54313 | BUS SERVICES | $351,292 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 9 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $713,199 | GovernmentGrantsAmt |
| All Other Contributions | $8,730,366 | AllOtherContributionsAmt |
| Noncash Contributions | $251,463 | NoncashContributionsAmt |
| Total Contributions | $9,443,565 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| TUITION AND FEES | 611310 | $77,827,269 | $77,827,269 | |
| AUXILIARY ENTERPRISE | 722320 | $13,119,726 | $11,009,829 | $2,109,897 |
| EDUCATIONAL ACTIVITIES | 611310 | $1,512,079 | $1,512,079 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $92,459,074 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,526,601 | TotalRevenueColumnAmt |
| Exclusion | $4,526,601 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $22,885,652 | SecuritiesAmt |
| Other | $3,576,954 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $15,528,867 | SecuritiesAmt |
| Other | $231,718 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,356,785 | SecuritiesAmt |
| Other | $3,345,236 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,702,021 | TotalRevenueColumnAmt |
| Exclusion | $10,702,021 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $7,588,953 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $2,362,287 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,226,666 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,226,666 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $2,454,159 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,454,159 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,454,159 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $124,812,086 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $98,030,002 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $2,109,897 | UnrelatedBusinessRevenueAmt |
| Exclusion | $15,228,622 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,985,321 | TotalAmt |
| Program Services | $41,985,321 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $846,585 | TotalAmt |
| Management And General | $846,585 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,085,181 | TotalAmt |
| Program Services | $20,374,320 | ProgramServicesAmt |
| Management And General | $9,666,180 | ManagementAndGeneralAmt |
| Fundraising | $1,044,681 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,859,658 | TotalAmt |
| Program Services | $1,115,532 | ProgramServicesAmt |
| Management And General | $686,102 | ManagementAndGeneralAmt |
| Fundraising | $58,024 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,272,217 | TotalAmt |
| Program Services | $2,526,487 | ProgramServicesAmt |
| Management And General | $3,644,709 | ManagementAndGeneralAmt |
| Fundraising | $101,021 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,515,002 | TotalAmt |
| Program Services | $1,472,984 | ProgramServicesAmt |
| Management And General | $964,855 | ManagementAndGeneralAmt |
| Fundraising | $77,163 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $284,212 | TotalAmt |
| Management And General | $284,212 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,848 | TotalAmt |
| Management And General | $45,848 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $395,341 | TotalAmt |
| Management And General | $395,341 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,421,152 | TotalAmt |
| Program Services | $778,634 | ProgramServicesAmt |
| Management And General | $1,631,976 | ManagementAndGeneralAmt |
| Fundraising | $10,542 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $201,652 | TotalAmt |
| Program Services | $109,226 | ProgramServicesAmt |
| Management And General | $87,744 | ManagementAndGeneralAmt |
| Fundraising | $4,682 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,318,271 | TotalAmt |
| Program Services | $1,217,862 | ProgramServicesAmt |
| Management And General | $68,895 | ManagementAndGeneralAmt |
| Fundraising | $31,514 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,397,646 | TotalAmt |
| Program Services | $4,854,211 | ProgramServicesAmt |
| Management And General | $4,305,830 | ManagementAndGeneralAmt |
| Fundraising | $237,605 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,814,724 | TotalAmt |
| Program Services | $2,646,190 | ProgramServicesAmt |
| Management And General | $137,163 | ManagementAndGeneralAmt |
| Fundraising | $31,371 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $563,875 | TotalAmt |
| Program Services | $315,206 | ProgramServicesAmt |
| Management And General | $233,444 | ManagementAndGeneralAmt |
| Fundraising | $15,225 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,799,002 | TotalAmt |
| Program Services | $3,241,642 | ProgramServicesAmt |
| Management And General | $2,400,787 | ManagementAndGeneralAmt |
| Fundraising | $156,573 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,556 | TotalAmt |
| Program Services | $14,402 | ProgramServicesAmt |
| Fundraising | $44,154 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| DUES & SUBSCRIPTIONS | $1,775,051 | $301,184 | $1,438,812 | $35,055 |
| MISCELLANEOUS | $1,178,671 | $459,106 | $714,751 | $4,814 |
| HOSPITALITY/ENTERTAIN | $642,944 | $568,838 | $74,106 | |
| LIBRARY | $475,807 | $362,169 | $112,075 | $1,563 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $184,840 | TotalAmt |
| Program Services | $18,083 | ProgramServicesAmt |
| Management And General | $166,757 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112,121,556 | TotalAmt |
| Program Services | $82,361,397 | ProgramServicesAmt |
| Management And General | $27,832,066 | ManagementAndGeneralAmt |
| Fundraising | $1,928,093 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,004,493 | BOYAmt |
| EOY | $5,068,314 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $184,341 | BOYAmt |
| EOY | $3,923,180 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,770,822 | BOYAmt |
| EOY | $3,225,153 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $838,736 | BOYAmt |
| EOY | $618,393 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $871,447 | BOYAmt |
| EOY | $598,296 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $207,930 | BOYAmt |
| EOY | $225,307 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $912,138 | BOYAmt |
| EOY | $998,944 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $241,954,744 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $86,377,440 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $156,461,462 | BOYAmt |
| EOY | $155,577,304 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $171,284,554 | BOYAmt |
| EOY | $203,197,447 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,503,102 | BOYAmt |
| EOY | $17,024,358 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,222,358 | BOYAmt |
| EOY | $3,573,969 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $372,261,383 | BOYAmt |
| EOY | $394,030,665 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,044,687 | BOYAmt |
| EOY | $7,948,463 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $923,774 | BOYAmt |
| EOY | $628,206 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,481,448 | BOYAmt |
| EOY | $1,073,532 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,550,968 | BOYAmt |
| EOY | $19,279,311 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,797,520 | BOYAmt |
| EOY | $2,227,258 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,798,397 | BOYAmt |
| EOY | $31,156,770 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $149,963,336 | BOYAmt |
| EOY | $158,347,847 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $186,499,650 | BOYAmt |
| EOY | $204,526,048 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $336,462,986 | BOYAmt |
| EOY | $362,873,895 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $372,261,383 | BOYAmt |
| EOY | $394,030,665 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $12,690,530 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $13,565,495 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $154,884 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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 |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $878,575 | AssetsIncludedAmt |
Held Works Art HeldWorksArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $0 | RevenuesIncludedAmt |
| Assets Included | $0 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $170,712,577 | BeginningYearBalanceAmt |
| Contributions | $2,218,938 | ContributionsAmt |
| Investment Earnings Or Losses | $23,615,032 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,111,487 | GrantsOrScholarshipsAmt |
| Other Expenditures | $4,347,359 | OtherExpendituresAmt |
| End Year Balance | $189,087,701 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $173,050,862 | BeginningYearBalanceAmt |
| Contributions | $3,259,536 | ContributionsAmt |
| Investment Earnings Or Losses | $1,288,480 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,711,769 | GrantsOrScholarshipsAmt |
| Other Expenditures | $4,174,532 | OtherExpendituresAmt |
| End Year Balance | $170,712,577 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $182,570,449 | BeginningYearBalanceAmt |
| Contributions | $5,366,476 | ContributionsAmt |
| Investment Earnings Or Losses | -$8,686,388 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,452,507 | GrantsOrScholarshipsAmt |
| Other Expenditures | $3,747,168 | OtherExpendituresAmt |
| End Year Balance | $173,050,862 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $145,944,620 | BeginningYearBalanceAmt |
| Contributions | $2,650,988 | ContributionsAmt |
| Investment Earnings Or Losses | $39,772,574 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,365,427 | GrantsOrScholarshipsAmt |
| Other Expenditures | $3,432,306 | OtherExpendituresAmt |
| End Year Balance | $182,570,449 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $143,254,155 | BeginningYearBalanceAmt |
| Contributions | $2,600,682 | ContributionsAmt |
| Investment Earnings Or Losses | $5,155,173 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,248,131 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,817,259 | OtherExpendituresAmt |
| End Year Balance | $145,944,620 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.07862 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.92138 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,835,426 | OtherCostOrOtherBasisAmt |
| Book Value | $5,835,426 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $200,434,748 | OtherCostOrOtherBasisAmt |
| Depreciation | $70,170,704 | DepreciationAmt |
| Book Value | $130,264,044 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $13,354,990 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,867,478 | DepreciationAmt |
| Book Value | $7,487,512 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $19,689,883 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,339,258 | DepreciationAmt |
| Book Value | $9,350,625 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,639,697 | OtherCostOrOtherBasisAmt |
| Book Value | $2,639,697 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $155,577,304 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| STUDENT DEPOSITS HELD IN TRUST | $207,720 |
| POSTRETIREMENT BENEFIT COSTS | $883,943 |
| LEASE LIABILITY | $810,291 |
| FUNDS HELD IN CUSTODY | $325,304 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,227,258 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $98,514,090 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $13,720,379 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $2,362,287 | OtherRevenueAmt |
| Revenue Not Reported | $16,082,666 | RevenueNotReportedAmt |
| Revenue Subtotal | $82,431,424 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $395,341 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $41,985,321 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $42,380,662 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $124,812,086 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $72,103,181 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $2,362,287 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $2,362,287 | ExpensesNotReportedAmt |
| Expenses Subtotal | $69,740,894 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $395,341 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $41,985,321 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $42,380,662 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $112,121,556 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | ST NORBERT COLLEGE HAS AN ART COLLECTION USED FOR PUBLIC EXHIBITION AND SCHOLARLY RESEARCH. |
| PART V, LINE 4: | THE INCOME OF THE FUNDS MAY BE DISTRIBUTED FOR SUCH EDUCATIONAL PURPOSES CONSISTENT WITH THE MISSION AND HERITAGE OF THE COLLEGE, TAX-EXEMPT STATUS AND THE COLLEGE'S ARTICLES OF INCORPORATION. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 2,362,287. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIP AND GRANT EXPENSES NETTED WITH REVENUE 41,985,321. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOOD SOLD 2,362,287. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIP AND GRANT EXPENSES NETTED WITH REVENUE 41,985,321. |
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 FOLLOWING STATEMENT IS INCLUDED ON THE COLLEGE'S PUBLIC HOMEPAGE, "ST. NORBERT COLLEGE ADHERES TO ALL POLICIES OF NON-DISCRIMINATION ON THE BASIS OF AGE, SEX, GENDER IDENTITY, RACE, COLOR, NATIONAL ORIGIN, ANCESTRY, SEXUAL ORIENTATION, MILITARY OR VETERAN STATUS, MARITAL STATUS, DISABILITY, RELIGION OR ANY OTHER CHARACTERISTIC PROTECTED BY THE CURRENT FEDERAL, STATE, AND LOCAL STATUTES. FURTHER, THE COLLEGE PROHIBITS DISCRIMINATION BASED ON GENETIC INFORMATION AND NON-JOB-RELATED ARREST RECORD OR CONVICTION RECORDS FOR EMPLOYMENT PURPOSES." |
| SCHEDULE E, PART I, LINE 6 | THE INSTITUTION RECEIVED VARIOUS FINANCIAL AID AND ASSISTANCE FROM GOVERNMENT AGENCIES. A SCHEDULE OF EXPENDITURES OF FEDERAL AWARDS IS AVAILABLE UPON REQUEST. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|
| SNC GRANTS | 1321 | $8,826,292 | N/A | N/A |
| SNC SCHOLARSHIPS | 1619 | $33,159,029 | N/A | N/A |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | TO ENSURE GRANTS AND SCHOLARSHIPS ARE USED FOR THE PROPER PURPOSE, THE FINANCIAL AID OFFICE PERFORMS REGULAR MAINTENANCE AND RECONCILIATION. THE STUDENT ACCOUNT SERVICES OFFICE ENSURES THAT FUNDS DISBURSED ARE CREDITED TO THE APPROPRIATE INDIVIDUAL STUDENT ACCOUNT. ANY CHANGES OR ADJUSTMENTS TO THE ORIGINAL AWARD THAT IMPACT GRANT AND/OR SCHOLARSHIP FUNDING ARE DOCUMENTED, SAVED AND THEN COPIED TO THE STUDENT ACCOUNT SERVICES OFFICE. THESE PROCESSED ARE COMPLETED UTILIZING AN AUTOMATED SOFTWARE SYSTEM WHICH GENERATES AD HOC REPORTS FOR TIMELY MONITORING AND RECONCILIATION. ADDITIONALLY, THE COLLEGE ENGAGES IN AN ANNUAL AUDIT PERFORMED BY A THIRD PARTY ACCOUNTING FIRM TO HELP ENSURE THE COLLEGE STAYS IN COMPLIANCE WITH ALL FEDERAL, STATE, AND INSTITUTIONAL POLICIES AND PROCEDURES AS WELL AS ENSURING FUNDING IS BEING USED AS INTENDED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| 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 | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (13 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DANIEL HEISER | ||||||||||||||
| DEAN OF SCHNEIDER SCHOOL OF BUSINESS | $98,685 | $0 | $2,000 | $0 | $151,290 | $0 | $8,538 | $0 | $7,518 | $0 | $268,031 | $0 | $0 | $0 |
| AUTUMN ANFANG | ||||||||||||||
| VICE PRESIDENT FOR BUSINESS AND FINA | $221,280 | $0 | $0 | $0 | $300 | $0 | $17,987 | $0 | $24,693 | $0 | $264,260 | $0 | $0 | $0 |
| JONATHAN ENSLIN | ||||||||||||||
| VICE PRESIDENT FOR COLLEGE ADVANCEME | $199,315 | $0 | $0 | $0 | $7,300 | $0 | $16,093 | $0 | $18,124 | $0 | $240,832 | $0 | $0 | $0 |
| EDWARD LAMM | ||||||||||||||
| VICE PRESIDENT FOR ENROLLMENT MANAGE | $183,723 | $0 | $0 | $0 | $8,000 | $0 | $15,284 | $0 | $21,401 | $0 | $228,408 | $0 | $0 | $0 |
| LAURIE JOYNER | ||||||||||||||
| PRESIDENT | $158,868 | $0 | $25,000 | $0 | $16,198 | $0 | $8,149 | $0 | $8,723 | $0 | $216,938 | $0 | $0 | $0 |
| TOM KUNKEL | ||||||||||||||
| PRESIDENT | $205,405 | $0 | $0 | $0 | $0 | $0 | $10,177 | $0 | $333 | $0 | $215,915 | $0 | $0 | $0 |
| MARK BOCKENHAUER | ||||||||||||||
| PROFESSOR OF GEOGRAPHY | $71,048 | $0 | $0 | $0 | $117,439 | $0 | $5,630 | $0 | $9,737 | $0 | $203,854 | $0 | $0 | $0 |
| DAVID BAILEY | ||||||||||||||
| ASSOCIATE VICE PRESIDENT FOR ACADEMI | $121,518 | $0 | $2,000 | $0 | $40,073 | $0 | $10,140 | $0 | $22,015 | $0 | $195,746 | $0 | $0 | $0 |
| PAUL BURSIK | ||||||||||||||
| PROFESSOR OF BUSINESS ADMINISTRATION | $165,138 | $0 | $0 | $0 | $0 | $0 | $13,429 | $0 | $14,795 | $0 | $193,362 | $0 | $0 | $0 |
| JOE WEBB | ||||||||||||||
| VICE PRESIDENT FOR STUDENT AFFAIRS | $156,663 | $0 | $0 | $0 | $0 | $0 | $9,642 | $0 | $21,416 | $0 | $187,721 | $0 | $0 | $0 |
| ROBERT DOWNARD | ||||||||||||||
| DIRECTOR OF INFRASTRUCTURE AND OPERA | $86,719 | $0 | $0 | $0 | $76,175 | $0 | $7,375 | $0 | $13,168 | $0 | $183,437 | $0 | $0 | $0 |
| JAMIE O'BRIEN | ||||||||||||||
| PROFESSOR OF BUSINESS ADMINISTRATION | $121,954 | $0 | $0 | $0 | $25,000 | $0 | $10,035 | $0 | $21,742 | $0 | $178,731 | $0 | $0 | $0 |
| ANDREA LEE | ||||||||||||||
| VICE PRESIDENT FOR ACADEMIC AFFAIRS | $118,559 | $0 | $0 | $0 | $47,815 | $0 | $5,884 | $0 | $4,438 | $0 | $176,696 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | FOR THE CONVENIENCE OF THE COLLEGE, THE PRESIDENT ACCEPTED A PERSONAL RESIDENCE WITHIN THE PROXIMITY OF THE COLLEGE AS A CONDITION OF THEIR EMPLOYMENT. IN ADDITION, THE PRESIDENT AND THE VP FOR ENROLLMENT MANAGEMENT HAVE BEEN PROVIDED MEMBERSHIPS AT LOCAL COUNTRY CLUBS, WHICH ARE CONSIDERED WORKING CONDITION FRINGE BENEFITS. THESE ITEMS ARE USED FOR BUSINESS/ENTERTAINMENT ON BEHALF OF THE COLLEGE. NOTHING HAS BEEN INCLUDED AS TAXABLE INCOME. |
| PART I, LINE 4A | THE FOLLOWING INDIVIDUALS RECEIVED SEVERANCE AMOUNTS: MARK BOCKENHAUER - $ 111,114 ROBERT DOWNARD - $ 61,756 DANIEL HEISER - $ 150,753 |
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 |
|---|---|---|---|---|---|---|---|---|
| WHEFA | ||||||||
| A | 391337855 | NONEAVAIL | 2022-03-10 | $6,000,000 | PROVIDE FUNDS TO REMODEL RESIDENCE HALLS. | 0 | 0 | 0 |
| WHEFA | ||||||||
| B | 391337855 | NONEAVAIL | 2015-08-18 | $13,345,000 | PROVIDE FUNDS TO RE-FUND A PRIOR ISSUE 3/27/2008 | 0 | 0 | 0 |
| WHEFA | ||||||||
| C | 391337855 | NONEAVAIL | 2013-12-02 | $4,300,000 | PURCHASE BUILDING AND FURNISHINGS FOR RESIDENCE HALL | 0 | 0 | 0 |
| WHEFA | ||||||||
| D | 391337855 | NONEAVAIL | 2016-06-09 | $24,000,000 | PROVIDE FUNDS TO REMODEL SPORTS CENTER | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Other Spent ProceedsOtherSpentProceedsAmt |
|---|---|---|---|---|---|---|---|---|---|---|
| A | $482,000 | $6,000,000 | $87,360 | $5,912,640 | 2023 | 0 | 0 | Yes (1) | Yes (1) | |
| B | $5,225,000 | $13,345,000 | $90,000 | 2015 | 0 | 0 | Yes (1) | Yes (1) | $13,255,000 | |
| C | $2,150,000 | $4,300,000 | $86,000 | $4,214,000 | 2013 | 0 | 0 | Yes (1) | Yes (1) | |
| D | $16,404,512 | $20,297,119 | $115,410 | $20,181,709 | 2017 | 0 | 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 | 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 | 0 |
| B | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | 0 |
| C | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | 0 |
| D | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | 0 |
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 | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| (no name) | ||||||||||||
| A | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | |||
| JP MORGAN CHASE | ||||||||||||
| B | 0 | 0 | 0 | Yes (1) | Yes (1) | Yes (1) | 0 | 0 | 0 | 17.700000000000 | 0 | 0 |
| (no name) | ||||||||||||
| C | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | |||
| (no name) | ||||||||||||
| D | 0 | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | 0 | |||
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | 0 |
| B | 0 |
| C | 0 |
| D | 0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | DATE REBATE COMPUTATION PERFORMED | FormAndLineReferenceDesc |
| Explanation | ISSUER NAME: WHEFA DATE THE REBATE COMPUTATION WAS PERFORMED: 11/03/2023 ISSUER NAME: WHEFA DATE THE REBATE COMPUTATION WAS PERFORMED: 01/10/2020 ISSUER NAME: WHEFA DATE THE REBATE COMPUTATION WAS PERFORMED: 01/31/2019 ISSUER NAME: WHEFA DATE THE REBATE COMPUTATION WAS PERFORMED: 05/14/2021 | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Closely Held Stock SecuritiesCloselyHeldStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 5 | ContributionCnt |
| Noncash Contributions Rpt F990 | $241,148 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | MOTORIZED MEDICAL CART | 1 | $10,000 | FMV |
| Yes (X) | FITNESS EQUIPMENT | 2 | $314 | FMV |
| 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 | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, COLUMN (B): | PART I, COL B IS THE NUMBER OF CONTRIBUTIONS. |
| PART I, LINE 32B: | AN INDEPENDENT BROKER WAS USED TO SELL THE PUBLICLY TRADED STOCK. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | MEMBERSHIP: THE EXECUTIVE COMMITTEE SHALL HAVE A MINIMUM OF NINE (9) MEMBERS, ALL OF WHOM SHALL BE TRUSTEES. THREE (3) MEMBERS SHALL BE MEMBERS OF THE NORBERTINE ORDER. ALL COMMITTEE CHAIRS SHALL BE MEMBERS OF THE EXECUTIVE COMMITTEE BY VIRTUE OF THE OFFICE. TRUSTEES WHO ARE NOT CURRENTLY SERVING AS COMMITTEE CHAIRS CAN BE ADDED TO THE MEMBERSHIP OF THE EXECUTIVE COMMITTEE AT THE DISCRETION OF THE BOARD CHAIR AND THE COLLEGE'S PRESIDENT. AUTHORITY: BETWEEN MEETINGS OF THE BOARD OF TRUSTEES, THE EXECUTIVE COMMITTEE SHALL HAVE GENERAL SUPERVISION OF THE ADMINISTRATION AND PROPERTY OF THE COLLEGE, EXCEPT THAT, UNLESS SPECIFICALLY EMPOWERED BY THE BOARD OF TRUSTEES TO DO SO, IT MAY NOT TAKE ANY ACTION INCONSISTENT WITH A PRIOR ACT OF THE BOARD OF TRUSTEES, APPROVE THE OPERATING BUDGET, AWARD DEGREES, REMOVE OR APPOINT THE PRESIDENT OF THE COLLEGE, OR ANY MEMBER OF THE BOARD OF TRUSTEES, OR TAKE ANY ACTION WHICH HAS BEEN RESERVED FOR THE BOARD TO THE EXCLUSION OF THE EXECUTIVE COMMITTEE. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE SOLE MEMBER OF THE ORGANIZATION IS THE NONPROFIT CORPORATION, PREMONSTRATENSIAN FATHERS. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE PREMONSTRATENSIAN FATHER, SOLE MEMBER, HAVE THE POWER TO APPOINT AND REMOVE MEMBERS OF THE BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION A, LINE 7B | CERTAIN MAJOR DECISION, SUCH AS DEBT FACILITIES, PRESIDENTIAL APPOINTMENTS, DISSOLUTION OF THE ORGANIZATION, APPROVAL OF BUDGETS, ETC. MUST BE APPROVED BY THE PREMONSTRATENSIAN FATHERS AS LISTED IN THE ORGANIZATION'S BY-LAWS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE AUDIT COMMITTEE REVIEWS AND RECOMMENDS TO THE BOARD OF TRUSTEES APPROVAL OF THE ANNUAL IRS FORM 990. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION REGULARLY MONITORS AND ENFORCES COMPLIANCE WITH THE POLICY. EMPLOYEES MUST COMPLETE A "CONFLICT DISCLOSURE STATEMENT" AT THE TIME OF HIRE AND IN SEPTEMBER OF EACH YEAR THEREAFTER AND RETURN THE STATEMENTS TO THE VICE PRESIDENT OF BUSINESS AND FINANCE. BY-LAWS REQUIRE TRUSTEE MEMBERS TO DISCLOSE ANY POTENTIAL CONFLICTS. EVERY TRUSTEE IS REQUIRED TO COMPLETE A "CONFLICT DISCLOSURE STATEMENT" UPON THEIR ASSIGNMENT TO THE BOARD. NO TRUSTEE SHALL VOTE ON ANY MATTER, UNDER CONSIDERATION AT A BOARD OR COMMITTEE MEETING IN WHICH SUCH TRUSTEE HAS A CONFLICT OF INTEREST. THE MINUTES OF SUCH MEETING SHALL REFLECT THAT A DISCLOSURE WAS MADE AND THAT THE TRUSTEE HAVING A CONFLICT OF INTEREST ABSTAINED FROM VOTING. |
| FORM 990, PART VI, SECTION B, LINE 15 | USING CUPA DATA FOR COMPARABLE ORGANIZATIONS AS A GUIDE, THE COMPENSATION FOR THE PRESIDENT IS DETERMINED BY THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES OF THE COLLEGE, CONSISTING OF THE CHAIRMAN OF THE BOARD, THE VICE CHAIRMAN OF THE BOARD AND THE CHAIRMAN OF THE FINANCE COMMITTEE IN CONSULTATION WITH THE VICE PRESIDENT FOR BUSINESS AND FINANCE/CFO. COMPENSATION FOR THE COLLEGE'S OFFICERS USES CUPA DATA AS A GUIDE FOR COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. FINAL APPROVAL MUST BE SECURED FROM THE PRESIDENT OF THE COLLEGE IN CONSULTATION WITH VICE PRESIDENT FOR BUSINESS AND FINANCE/CFO. THE COLLEGE'S COMPENSATION PLAN IS APPROVED AS A PART OF THE BUDGET BY THE GOVERNING BODY (THE FINANCE COMMITTEE AND THE BOARD OF TRUSTEES AND BY THE ORDER) AND COMPENSATION CALCULATIONS ARE DOCUMENTED AND RECORDS ARE RETAINED IN HUMAN RESOURCES. THIS PROCESS WAS LAST REVIEWED IN 2023. |
| FORM 990, PART VI, SECTION C, LINE 18 | WE PROVIDE THE ST. NORBERT COLLEGE FORM 990 UPON REQUEST. |
| FORM 990, PART VI, SECTION C, LINE 19 | NO DOCUMENTS OTHER THAN THE 990 ARE MADE AVAILABLE TO THE PUBLIC. |
| FORM 990, PART XI, LINE 9: | CHANGE IN FAIR VALUE OF INTEREST RATE SWAP 154,884. |
| PART XII, LINE 2C | THE PROCESS FOR SELECTION OF AN INDEPDENDENT ACCOUNTANT HAS NOT CHANGED FROM PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PREMONSTRATENSIAN FATHERS OF WISCONSIN | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1016 N BROADWAY | AddressLine1Txt |
| City | DE PERE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54115 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390806336 | EIN |
| Primary Activities | CHURCH | PrimaryActivitiesTxt |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 1 | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| 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 | Yes (1) | 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 | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |