2019-05-29T14:46:38-05:00 2018-12-31 410746749 CLIFTONLARSONALLEN LLP 220 SOUTH SIXTH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2018-01-01 411703838 SAINT MARY'S PRESS OF MINNESOTA SAIN 5074577900 702 TERRACE HEIGHTS WINONA MN 559871320 STEVE SKIFTON CFO 5074577900 2019-05-23 1 SARAH REICHLING P01587996 6123764500 67.137.57.251 2019-05-23 09:01:31 CD P C3CDDAE7A3392DF59B0A9C885E7F58AEC89CE1F4 B71DF8EF734977C0D9AF27883840492912BFA7BF 2018 2019-02-21 02:37:17Z JOHN VITEK 702 TERRACE HEIGHTS WINONA MN 559871320 9903039 0 X WWW.SMP.ORG X 1991 MN PUBLISH CATHOLIC RELIGIOUS EDUCATION MATERIALS USED IN CATHOLIC SCHOOLS AND PARISHES. 7 6 59 9 0 397 0 87935 0 0 71628 196283 4896099 6238621 4967727 6522839 154899 153673 0 0 2957310 4166270 0 0 0 1466154 1887249 4578363 6207192 389364 315647 20831395 19474811 1917543 786042 18913852 18688769 OUR PRIMARY PURPOSE IS TO DEVELOP EDUCATIONAL MATERIALS WITH A FOCUS ON RELIGIOUS EDUCATION. 0 0 4338202 153673 6184406 DISTRIBUTION OF RELIGIOUS EDUCATION MATERIALS TO VARIOUS SCHOOLS AND BOOKSTORES INCLUDING EDITING AND PRINTING OF RELIGIOUS TEXTS. 4338202 1 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 1 0 0 1 0 0 0 0 1 0 0 0 1 174 0 59 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 6 0 0 0 0 1 1 1 1 0 0 0 1 1 1 1 1 1 1 0 0 MN X STEVE SKIFTON 5074577900 702 TERRACE HEIGHTS WINONA MN 559871320 JOHN VITEK PRESIDENT / CHIEF EXECUTIVE 40.00 X X 216677 0 40773 RICH CURRAN MEMBER OF THE GOV. BODY ONLY 1.00 X 0 0 0 HEATHER FERROW MEMBER OF THE GOV. BODY ONLY 1.00 X 0 0 0 BROTHER THOMAS JOHNSON MEMBER OF THE GOV. BODY ONLY 1.00 X 0 0 0 WALTER JUNGBAUER MEMBER OF THE GOV. BODY ONLY 1.00 X 0 0 0 ROBERT MCCARTY MEMBER OF THE GOV. BODY ONLY 1.00 X 43000 0 0 REBECCA MEAGHER MEMBER OF THE GOV. BODY ONLY 1.00 X 0 0 0 BROTHER MICHAEL QUIRK MEMBER OF THE GOV. BODY ONLY 1.00 X 0 0 0 TIMOTHY SWAGGER MEMBER OF THE GOV. BODY ONLY 1.00 X 0 0 0 DAN WALLEK MEMBER OF THE GOV. BODY ONLY 1.00 X 0 0 0 STEVE SKIFTON CHIEF FINANCIAL OFFICER / TREASURER 40.00 X 137430 0 42683 PAM CONLEY ASSISTANT TREASURER 40.00 X 49018 0 34828 CATHY ESPY ASSISTANT SECRETARY 40.00 X 69661 0 35921 CAREN YANG SECRETARY 40.00 X 112409 0 19000 JAMES GELLER HIGHEST COMPENSATED EMPLOYEE 40.00 X 108232 0 18510 BRIAN SINGER-TOWNS HIGHEST COMPENSATED EMPLOYEE 40.00 X 100562 0 26299 836989 0 218014 5 0 1 0 LSC COMMUNICATIONS US LLC PO BOX 776411 CHICAGO IL 60677 PRINTED BIBLES AND TEXTBOOKS 425083 UNITED PARCEL SERVICE LOCKBOX 577 CAROL STREAM IL 60132 SHIPPING COMPANY 343421 MARCO INC PO BOX 1450 MINNEAPOLIS MN 55485 PRODUCTION MACHINE VENDOR 219113 INNOVIA CONSULTING INC 1062 OAK FOREST DRIVE SUITE 300 ONALASKA WI 54650 OPERATING SOFTWARE VENDOR 184875 IMAGO SALES (USA) INC PO BOX 536565 PITTSBURGH PA 15253 PRINTED BIBLES AND TEXTBOOKS 136955 9 87935 87935 87935 198586 198586 6500 8803 -2303 -2303 -2303 9555803 3371397 6184406 6184406 MISCELLANEOUS 090099 54215 54215 54215 6522839 6184406 0 250498 153673 153673 758399 51490 706909 2706905 2360251 346654 190978 190978 286193 257886 28307 223795 169330 54465 4963 4963 15111 15111 144115 59000 85115 421084 412436 8648 187038 120 186918 142687 142687 70754 912 69842 519758 465136 54622 RESEARCH EXPENSE 213459 213459 MISCELLANEOUS 168280 3531 164749 6207192 4338202 1868990 0 967071 1049121 630894 611539 2021934 1139237 46673 49008 7166688 5076205 1958518 2090483 15191415 14280524 0 244835 14890 10064 20831395 19474811 1516466 401749 401077 384293 1917543 786042 X 18913852 18688769 18913852 18688769 20831395 19474811 315647 -540730 0 X 0 1 X 1 0 X 87935 87935 9788345 9247873 9011934 9415247 9555803 47019202 9788345 9247873 9011934 9415247 9643738 47107137 0 2795291 2846491 2758738 3123549 3140645 14664714 2795291 2846491 2758738 3123549 3140645 14664714 32442423 147208 148222 139273 155284 198586 788573 147208 148222 139273 155284 198586 788573 3609 18541 308353 28159 54220 412882 9939162 9414636 9459560 9598690 9896544 48308592 0.67160 0.69130 0.01630 0.01440 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME GAIN ON LIFE INSURANCE 87935 87935 2994378 2087016 907362 4084375 2989189 1095186 2090483 INVESTMENTS IN COMMON TRUST FUNDS 14280524 F 14280524 ROYALTIES PAYABLE 254427 INCENTIVE PLAN SALARIES 129866 384293 X 9055643 -540730 3371397 2830667 6224976 297863 297863 6522839 5909329 0 5909329 297863 297863 6207192 PART X, LINE 2: SMP IS GENERALLY EXEMPT FROM INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SIMILAR STATE STATUTES. MANAGEMENT HAS EVALUATED SMP'S TAX POSITIONS IN ACCORDANCE WITH GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES AND CONCLUDED THAT SMP HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 3,371,397. PART XI, LINE 4B - OTHER ADJUSTMENTS: GRANTS PROVIDED RECLASSIFIED FROM OTHER INCOME TO PROGRAM EXPENSE 38,369. RESEARCH EXPENSES RECLASSIFIED FROM OTHER INCOME TO PROGRAM EXPENSES 213,459. OTHER EXPENSES 46,035. PART XII, LINE 4B - OTHER ADJUSTMENTS: GRANTS PROVIDED RECLASSIFIED FROM OTHER INCOME TO PROGRAM EXPENSE 38,369. RESEARCH EXPENSES RECLASSIFIED FROM OTHER INCOME TO PROGRAM EXPENSES 213,459. OTHER EXPENSES 46,035. 0 THE CHRISTIAN BROTHERS OF THE MIDWEST INC 7650 S COUNTY LINE ROAD B BURR RIDGE IL 60527 364027959 100000 PROGRAM SUPPORT PART I, LINE 2: THE BOARD OF DIRECTORS APPROVES THE AMOUNT OF SUPPORT TO BE CONTRIBUTED ON AN ANNUAL BASIS. X X X X 0 0 0 0 0 1 0 0 0 JOHN VITEK PRESIDENT / CHIEF EXECUTIVE 216677 0 0 0 0 0 30109 0 10664 0 257450 0 0 0 STEVE SKIFTON CHIEF FINANCIAL OFFICER / TREASURER 137430 0 0 0 0 0 20826 0 21857 0 180113 0 0 0 PART I, LINE 6 THE ORGANIZATION'S SELECTIVE INCENTIVE PLAN IS LIMITED TO CORE MANAGERS AND KEY EMPLOYEES. THE BOARD APPROVES THE ANNUAL SELECTIVE INCENTIVE PLAN DISTRIBUTION BASED ON THE RECOMMENDATION FROM MANAGEMENT. IN NO EVENT GREATER THAN 22 1/2% OF THE EMPLOYEE'S BASE SALARY. ROBERT MCCARTY SMP BOARD MEMBER 43000 SPEAKER AND PRESENTER OF THE CARA RESEARCH PROJECT BY SMP 0 X 1 87935 FAIR VALUE 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERS SHALL BE THOSE INDIVIDUALS WHO ARE THE INCUMBENT VOTING MEMBERS OF THE DISTRICT COUNCIL OF THE MIDWEST PROVINCE OF THE BROTHERS OF THE CHRISTIAN SCHOOLS, AS SELECTED ACCORDING TO THE RULES AND PROCEDURES OF THE MIDWEST PROVINCE OF THE BROTHERS OF THE CHRISTIAN SCHOOLS, A ROMAN CATHOLIC RELIGIOUS INSTITUTE. FORM 990, PART VI, SECTION A, LINE 7A CHRISTIAN BROTHERS OF THE MIDWEST HAS A DESIGNATED MEMBER ON THE SMP BOARD. THIS DESIGNATED MEMBER HAS THE SAME VOTING RIGHTS AS ALL OTHER MEMBERS. FORM 990, PART VI, SECTION A, LINE 7B THE FOLLOWING ACTIONS REQUIRE APPROVAL BY THE ORGANIZATION'S MEMBERS: AMENDMENT OF THE GOVERNING DOCUMENTS; SALE, LEASE, OR PLEDGE OF REAL ESTATE OR OTHER ASSETS OF THE ORGANIZATION, INCLUDING A MERGER WITH ANOTHER ORGANIZATION; APPOINTMENT OR REMOVAL OF THE BOARD OF DIRECTORS; DISSOLUTION OF THE CORPORATION AND DISTRIBUTION OF ITS ASSETS. FORM 990, PART VI, SECTION A, LINE 8B COMMITTEES DO NOT MAKE DECISIONS ON BEHALF OF THE BOARD, BUT MAKE RECOMMENDATIONS TO THE BOARD; THEREFORE THERE ARE NO WRITTEN ACTIONS OR DECISIONS BY A COMMITTEE TO DOCUMENT. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT COPY OF THE FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS. THE BOARD REVIEWS THE DRAFT FORM 990, ADDRESSING ANY COMMENTS OR CONCERNS PRIOR TO FILING THE FORM WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C EACH BOARD MEMBER, OFFICER AND EMPLOYEE RECEIVES A COPY OF THE CONFLICT OF INTEREST POLICY ANNUALLY. THE POLICY REQUIRES SIGNED ACKNOWLEDGEMENT AND DISCLOSURE OF ANY CONFLICT. EMPLOYEES' FORMS ARE REVIEWED BY MANAGEMENT TO DETERMINE IF A CONFLICT EXISTS. THE EXECUTIVE COMMITTEE OF THE BOARD REVIEWS ALL FORMS FROM THE OFFICERS AND BOARD MEMBERS TO DETERMINE IF A CONFLICT EXISTS. THE DIRECTOR OR OFFICER HAVING A CONFLICT SHALL NOT PARTICIPATE IN THE DELIBERATION OR DECISION REGARDING THE MATTER UNDER CONSIDERATION AND SHALL RETIRE FROM THE ROOM DURING DELIBERATIONS EXCEPT TO THE EXTENT HE OR SHE HAS BEEN INVITED BY THE BOARD OR COMMITTEE TO PARTICIPATE, AFTER CONSIDERATION OF THE SIGNIFICANCE TO SMP OF THE DISCLOSED CONFLICT. ANY PROPOSED TRANSACTION OR ACTION IN WHICH THE BOARD HAS DETERMINED THAT A DIRECTOR OR OFFICER HAS A CONFLICT OF INTEREST IS TO BE APPROVED BY A MAJORITY OF THE DIRECTORS ENTITLED TO VOTE OTHER THAN THE INTERESTED DIRECTOR(S) AT A MEETING AT WHICH A QUORUM IS PRESENT. FORM 990, PART VI, SECTION B, LINE 15A FOR OTHER OFFICERS AND KEY EMPLOYEES, INDUSTRY AND MARKET COMPARISIONS ARE PERFORMED BY MANAGEMENT. COMPENSATION IS REVIEWED AT THE TIME OF HIRE AND IS SUBSEQUENTLY ADJUSTED FOR SIGNIFICANT CHANGES IN POSITION OR DUTIES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST. THE FINANCIAL STATEMENTS AND GOVERNING DOCUMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC. THE CHRISTIAN BROTHERS OF THE MIDWEST INC 7650 S COUNTY LINE ROAD B BURR RIDGE IL 60527 364027959 RELIGIOUS ORDER MN 501(C)(3) LINE 1 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 THE CHRISTIAN BROTHERS OF THE MIDWEST INC S 87935 FAIR VALUE THE CHRISTIAN BROTHERS OF THE MIDWEST INC B 100000 CASH VALUE