2017-05-09T14:58:12-05:00 2016-06-30 390859910 BAKER TILLY VIRCHOW KRAUSE LLP 225 S 6TH ST 2300 MINNEAPOLIS MN 55402 990 2015-07-01 410969244 COLLEGE OF ST BENEDICT COLL 3203635999 37 S COLLEGE AVE SAINT JOSEPH MN 56374 SUSAN PALMER VP FINANCE & ADMINISTRATION 3203635999 2017-05-01 1 LAWRENCE H MOHR CPA P00447603 6128764500 2017-05-01 2015 2021-01-29 14:40:06Z SUSAN PALMER 37 S COLLEGE AVE SAINT JOSEPH MN 56374 116805242 0 X WWW.CSBSJU.EDU X 1913 MN THE MISSION OF THE COLLEGE OF SAINT BENEDICT IS TO PROVIDE FOR WOMEN THE BEST RESIDENTIAL LIBERAL ARTS EDUCATION IN THE CATHOLIC BENEDICTINE TRADITIONS. THE COLLEGE FOSTERS INTEGRATED LEARNING, EXCEPTIONAL LEADERSHIP FOR CHANGE AND WISDOM FOR A LIFETIME. 38 36 2480 45 1461984 63574 9493436 12211430 99060038 100474076 1403848 1596861 1371256 384312 111328578 114666679 39669771 40108492 0 0 37056848 38292819 199313 98461 3113474 26442454 27941030 103368386 106440802 7960192 8225877 181830893 220973577 37013177 69973926 144817716 150999651 THE MISSION OF THE COLLEGE OF SAINT BENEDICT IS TO PROVIDE FOR WOMEN THE BEST RESIDENTIAL LIBERAL ARTS EDUCATION IN THE CATHOLIC BENEDICTINE TRADITIONS. THE COLLEGE FOSTERS INTEGRATED LEARNING, EXCEPTIONAL LEADERSHIP FOR CHANGE AND WISDOM FOR A LIFETIME. 0 0 80295034 40079917 77969488 HIGHER EDUCATION: EDUCATIONAL INSTRUCTION, 932 FALL FTE STUDENTS ENROLLED IN UNDERGRADUATE COURSES, 423 GRADUATES. THE COLLEGE OF SAINT BENEDICT WILL BE NATIONALLY RECOGNIZED AS A COMMUNITY THAT PROVIDES A LIBERAL ARTS EDUCATION PREPARING WOMEN TO THINK CRITICALLY, LEAD COURAGEOUSLY, AND ADVOCATE PASSIONATELY. THE COLLEGE OF SAINT BENEDICT DESIGNS PROGRAMS TO MEET THE NEEDS AND ASPIRATIONS OF YOUNG WOMEN, EMPHASIZING WOMEN'S LEADERSHIP AND A PERSONAL DEVELOPMENT PROFILE THAT INCLUDES INTELLECTUAL, SPIRITUAL, EMOTIONAL AND PHYSICAL DEVELOPMENT. ITS VALUES-BASED AND VALUE-ADDED RESIDENTIAL LIBERAL ARTS EDUCATION PROVIDES THE FRAMEWORK FOR FULFILLING LIVES OF DISCIPLINED INQUIRY AND LEADERSHIP IN CAREERS DEVOTED TO THE PROFESSIONS, PUBLIC LIFE AND SERVICE TO OTHERS. 14221241 28575 20172590 HIGHER EDUCATION: AUXILIARY REVENUE (DINING, HOUSING, ETC.) 1,932 STUDENTS. THE RESIDENTIAL LIFE PROGRAM AT THE COLLEGE OF SAINT BENEDICT PROVIDES A FOUR YEAR RESIDENTIAL EXPERIENCE OF COMMUNITY LIVING WHICH SUPPORTS AND CHALLENGES OUR STUDENTS WITH OPPORTUNITIES FOR PERSONAL AND SOCIAL GROWTH. THIS EXPERIENCE ALLOWS WOMEN TO DEVELOP AN UNDERSTANDING AND APPRECIATION OF THEIR RESPONSIBILITIES TO THEMSELVES AND OTHERS LIVING IN THE COMMUNITY ON CAMPUS AND BEYOND. 1261115 OTHER PROGRAM SERVICES. FINE ARTS PROGRAMMING AND OTHER STUDENT AND COMMUNITY SERVICES DESIGNED TO FOSTER DEVELOPMENT AND GROWTH OUTSIDE THE CLASSROOM. OUR FINE ARTS EVENTS BRING THE FINEST REGIONAL AND NATIONAL ARTISTS TO OUR COMMUNITY. OTHER PROGRAMS INCLUDING SERVICE TRIPS, CONFERENCES, AND CAMPUS EVENTS. 94516275 1 1 0 1 0 0 0 0 0 1 1 1 0 0 1 1 1 0 1 1 1 0 1 1 1 0 0 1 1 1 1 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 0 0 0 1 150 0 2480 1 1 1 1 CI JA UK CH 0 0 0 1 1 0 0 0 0 X 38 36 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AR CA CT FL GA HI IL KS KY MA MD MI MN MS NC ND NH NY OH OK OR PA RI SC TN UT VA WI WV X SUSAN PALMER 3203635298 37 S COLLEGE AVE SAINT JOSEPH MN 56374 ANNETTE HENDRICK TRUSTEE 7.00 X 0 0 0 JEAN JUENEMANN OSB TRUSTEE 3.00 X 0 0 0 JOYCE STATZ TRUSTEE 4.00 X 0 0 0 MICHELLE BAUERLY KOPEL TRUSTEE 3.00 X 0 0 0 BARBARA MELSEN TRUSTEE 10.00 X 0 0 0 MARY CATHERINE HOLICKY OSB TRUSTEE 3.00 40.00 X 0 0 0 ROSETTA ROSS TRUSTEE 3.00 X 0 0 0 IRIS CORNELIUS TRUSTEE 5.00 X 0 0 0 LAURA KELLY LOVDAHL TRUSTEE 4.00 X 0 0 0 KATHLEEN MOCK TRUSTEE 4.00 X 0 0 0 JUDY POFERL TRUSTEE 5.00 X 0 0 0 DONALD PYATT TRUSTEE 5.00 X 0 0 0 JUDITH HEALEY TRUSTEE 4.00 X 0 0 0 KATHLEEN HENDERSON TRUSTEE 8.00 X 0 0 0 LORI ZUMWINKLE TRUSTEE 4.00 X 0 0 0 S MICHAELA HEDICAN OSB TRUSTEE 3.00 40.00 X 0 0 0 PATRICIA RUETHER OSB TRUSTEE 4.00 40.00 X 0 0 0 TERRY DOLAN TRUSTEE/BOARD CHAIR 10.00 X X 0 0 0 BECKY COBORN TRUSTEE 3.00 X 0 0 0 MARK FLEISCHHACKER TRUSTEE 6.00 X 0 0 0 NADA MOURTADA-SABBAH TRUSTEE 3.00 X 0 0 0 MARGARET MURPHY TRUSTEE 6.00 X 0 0 0 MARILYN PORTER TRUSTEE 4.00 X 0 0 0 CAROL MORROW SCHLEIF TRUSTEE 8.00 X 0 0 0 DANIEL SCOTT TRUSTEE 8.00 X 0 0 0 MARY THOMPSON TRUSTEE 6.00 X 0 0 0 BARB SCHMID BRANDES TRUSTEE 5.00 X 0 0 0 JOHN FITZPATRICK TRUSTEE 5.00 X 0 0 0 TERRI RAE GIYAN KALLSEN TRUSTEE 5.00 X 0 0 0 MARK KREBSBACH TRUSTEE 5.00 X 0 0 0 PATRICIA OFFERMAN BARTHOLOMEW TRUSTEE 4.00 X 0 0 0 KATIE BOYLAN TRUSTEE 4.00 X 0 0 0 MARY REUTER OSB TRUSTEE 4.00 40.00 X 0 0 0 DAVID ROBERTS TRUSTEE 4.00 X 0 0 0 MEGAN SAND CARR TRUSTEE 4.00 X 0 0 0 MARIA KNUDSEN TRUSTEE 4.00 X 0 0 0 LAUREN PATTON TRUSTEE 3.00 X 0 0 0 INGRID ANDERSON OSB TRUSTEE 3.00 40.00 X 0 0 0 SHARI LAMECKER ROGALSKI TRUSTEE 5.00 X 0 0 0 GEORGE MARIN TRUSTEE 2.00 X 0 0 0 LYNN NEWMAN TRUSTEE 4.00 X 0 0 0 HARVEY JEWETT TRUSTEE 2.00 X 0 0 0 THERESA WURST TRUSTEE 3.00 X 0 0 0 JEAN LAVIGNE FACULTY TRUSTEE 50.00 X 79221 0 24135 MARY DANA HINTON PRESIDENT 60.00 X X 338892 0 69478 SUSAN PALMER VP FINANCE AND ADMINISTRATION 50.00 X 247119 0 22939 CALVIN RYAN-MOSLEY VP ADMISSIONS AND FINANCIAL AID 50.00 X 201571 0 126571 MARY GELLER VP STUDENT DEVELOPMENT 50.00 X 163033 0 31612 JANET GROCHOWSKI EDUCATION DEPARTMENT CHAIR 50.00 X 126700 0 13648 BRAD SINN FACILITIES DIRECTOR 50.00 X 130861 0 38811 KATHLEEN HANSEN VP INSTITUTIONAL ADVANCEMENT 50.00 X 116996 0 23748 HEATHER PIEPER OLSON AVP INSTITUTIONAL ADVANCEMENT 50.00 X 127851 0 30974 ANNE OBERMAN CONTROLLER 50.00 X 123903 0 88964 RITA KNUESEL FORMER PROVOST 0.00 X 126663 0 15145 1782810 0 486025 31 1 1 0 MCGOUGH CONSTRUCTION CO INC PO BOX 1450 MINNEAPOLIS MN 55485 CONSTRUCTION 2108468 RICE BUILDING SYSTEMS 1019 INDUSTRIAL DRIVE S SAUK RAPIDS MN 56379 CONSTRUCTION 388841 ELLUCIAN COMPANY LP 14083 COLLECTIONS CENTER DR CHICAGO IL 60693 SOFTWARE 283394 CULTURAL EXPERIENCES ABROAD INC 2999 N 44TH ST NUMBER 200 PHOENIX AZ 85018 STUDENT PROGRAMMING 275193 MINITEX OF MINNESOTA 15 ANDERSEN LIBRARY 2221 21ST AVE S MINNEAPOLIS MN 55455 LIBRARY MATERIALS 258877 18 38615 1686701 10486114 114881 12211430 TUITION AND FEES 611310 79431472 79431472 AUXILIARY REVENUE (DINING, HOUSIN 721310 19781489 19703822 77667 OTHER SOURCES - FINE ARTS 711190 1261115 424848 836267 100474076 921746 921746 32858 32858 1134514 492257 642257 642257 642257 2915 38615 9704 -6789 -6789 2027703 1636602 391101 -156949 548050 114666679 99403193 1461984 1590072 28575 28575 40079917 40079917 1505250 524421 708793 272036 28028612 23588656 2859376 1580580 1934001 1579025 233659 121317 4691233 3906533 641267 143433 2133723 1794067 218742 120914 90601 90601 122295 122295 65500 65500 98461 98461 106679 106679 652404 363452 53240 235712 1382515 928903 317244 136368 1073054 723176 261671 88207 5345660 4760766 541021 43873 1215541 968048 125954 121539 294236 112118 46198 135920 1156449 1058574 97875 4590122 4061412 528710 534964 245880 273970 15114 UBI TAX 30000 30000 SUPPLIES 4944369 4824862 119507 STUDENT PROGRAMMING 4540716 4337659 203057 EXPENDABLE EQUIPMENT 1324401 101576 1222825 471524 438054 33470 106440802 94516275 8811053 3113474 24337034 26201295 4427328 5390386 719582 648381 5617635 5469595 981626 516038 1334793 1406321 156444399 77022017 79467359 79422382 40168307 76861721 24368331 24773599 408898 283859 181830893 220973577 5032098 5799083 1715583 1392091 20917358 53646471 330676 0 9017462 9136281 37013177 69973926 X 81755273 85564611 19607384 16171030 43455059 49264010 144817716 150999651 181830893 220973577 X 8225877 -1969719 -74223 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 99314 99314 0 PART II-B, LINE 1: SCHEDULE C, PART II-B, LINE 1 - COLLEGE OF SAINT BENEDICT 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. COLLEGE OF SAINT BENEDICT PAID MEMBERSHIP DUES TO MPCC IN THE AMOUNT OF $136,233 DURING THE TAXABLE YEAR. MPCC HAS DIVIDED ITS EXPENSES FOR ITS TAXABLE YEAR ENDING JUNE 30, 2016 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 BETWEEN LOBBYING AND NONLOBBYING ACTIVITIES. MPCC HAS DETERMINED THAT THE AMOUNT OF THE GROUP 2 EXPENSES REPRESENTS 72.9% 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, $99,314 OF COLLEGE OF SAINT BENEDICT'S DUES WERE USED TO PAY GROUP 2 EXPENSES. THE AMOUNT OF LOBBYING EXPENSES PAID FROM COLLEGE OF SAINT BENEDICT'S DUES WAS SIGNIFICANTLY LESS THAN THAT AMOUNT. 57787789 5677250 -843605 -1365314 -965669 64952417 55948670 3523420 444961 1273107 856155 57787789 48450465 1463467 7827476 1034651 758087 55948670 42223633 3217786 4748444 977652 761746 48450465 43378302 1915629 -1496862 935074 638362 42223633 0.11530 0.76230 0.12240 0 0 1044300 1044300 107031484 42190054 64841430 41610646 31183069 10427577 6757969 3648894 3109075 79422382 GLOBAL EQUITY FUNDS 10514027 F INFL. SENSITIVE ANNUITIES 2018311 F DIVERSIFIED INFL. HEDGE FUNDS 3984008 F HEDGE FUND OF FUNDS 7339572 F PRIVATE PARTNERSHIP 114297 F BENIFICIAL INTEREST HELD FOR OTHERS 803384 F 24773599 FUNDS HELD FOR OTHERS 87046 ANNUITIES PAYABLE 601692 GOV'T GRANTS REPAYABLE 5393368 STUDY ABROAD DEPOSITS 885439 ASSET RETIREMENT OBLIGATION 2168736 9136281 X 72445845 -1969719 -40144436 -42114155 114560000 106679 106679 114666679 66263910 -40070213 -40070213 106334123 106679 106679 106440802 PART V, LINE 4: ENDOWMENT DRAW IS USED TO FUND STUDENT SCHOLARSHIPS AND ACADEMIC PROGRAMS. PART X, LINE 2: THE COLLEGE FOLLOWS THE ACCOUNTING STANDARDS FOR CONTINGENCIES IN EVALUATING UNCERTAIN TAX POSITIONS. THIS GUIDANCE PRESCRIBES RECOGNITION THRESHOLD PRINCIPLES FOR THE FINANCIAL STATEMENT RECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. NO LIABILITY HAS BEEN RECOGNIZED BY THE COLLEGE FOR UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2016 AND 2015. THE COLLEGE'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 9,704. STUDENT FINANCIAL AID -40,079,917. ADJUSTMENT OF ACTUARIAL LIABILITY -74,223. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 9,704. STUDENT FINANCIAL AID -40,079,917. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 COLLEGE OF SAINT BENEDICT INCLUDES RACIALLY NONDISCRIMINATORY POLICIES IN NEWSPAPER PUBLICATIONS FOR JOB SEARCHES AND PUBLICATIONS THAT GO OUT TO CURRENT AND POTENTIAL STUDENTS. SCHEDULE E, PART I, LINE 6 COLLEGE OF SAINT BENEDICT RECEIVES FINANCIAL AID FOR STUDENTS. 1 CENTRAL AMERICA AND THE CARIBBEAN 0 20 PROGRAM SERVICES STUDENT PROGRAMS 172099 EAST ASIA AND THE PACIFIC 0 8 PROGRAM SERVICES STUDENT PROGRAMS 325310 MIDDLE EAST AND NORTH AFRICA 0 1 PROGRAM SERVICES STUDENT PROGRAMS 11101 SOUTH AMERICA 0 6 PROGRAM SERVICES STUDENT PROGRAMS 228982 SOUTH ASIA 0 7 PROGRAM SERVICES STUDENT PROGRAMS 62845 SUB-SAHARAN AFRICA 0 3 PROGRAM SERVICES STUDENT PROGRAMS 107798 EUROPE (INCLUDING ICELAND & GREENLAND) 0 66 PROGRAM SERVICES STUDENT PROGRAMS 1506730 0 111 0 0 0 111 2414865 0 2414865 STUDENT SCHOLARSHIP AND FINANCIAL AID CENTRAL AMERICA AND THE CARIBBEAN 23 539603 CREDIT ON STUDENT ACCOUNT STUDENT SCHOLARSHIP AND FINANCIAL AID EAST ASIA AND THE PACIFIC 44 816512 CREDIT ON STUDENT ACCOUNT STUDENT SCHOLARSHIP AND FINANCIAL AID MIDDLE EAST AND NORTH AFRICA 1 8000 CREDIT ON STUDENT ACCOUNT STUDENT SCHOLARSHIP AND FINANCIAL AID RUSSIA AND NEIGHBORING STATES 3 64035 CREDIT ON STUDENT ACCOUNT STUDENT SCHOLARSHIP AND FINANCIAL AID SOUTH ASIA 1 20500 CREDIT ON STUDENT ACCOUNT STUDENT SCHOLARSHIP AND FINANCIAL AID SUB-SAHARAN AFRICA 3 62100 CREDIT ON STUDENT ACCOUNT 0 0 1 0 0 0 PART I, LINE 2: DOCUMENTATION IS MAINTAINED WHICH SUBSTANTIATES ELIGIBILITY AND THE AMOUNT OF ASSISTANCE GIVEN TO STUDENTS. NEED BASED ELIGIBILITY FOR SCHOLARSHIPS IS DETERMINED USING INFORMATION ON THE FAFSA. MERIT BASED STUDENT AID IS DETERMINED USING VARIOUS FACTORS TO ASSESS ACADEMIC PERFORMANCE OF THE STUDENT. SCHEDULE F, PART IV, LINE 3: THE COLLEGE HELD AN OWNERSHIP INTEREST IN A FOREIGN CORPORATION DURING THE TAX YEAR. HOWEVER, THE COLLEGE DOES NOT MEET THE FILING REQUIREMENT OF FORM 5471 AS A RESULT. X X X X X X X 1 CAMPBELL & COMPANY ONE EAST WACKER DRIVE SUITE 2100 CHICAGO IL 60601 PROFESSIONAL ASSISTANCE WITH CAMPAIGN 0 0 98461 -98461 98461 -98461 AL AR CA CT FL GA HI IL KS KY MA MD MI MN MS NC ND NH NJ NM NY OH OK OR PA RI SC TN UT VA WI WV BLAZER OPEN 41530 38615 2915 2440 6193 1071 41530 38615 2915 2440 6193 1071 9704 -6789 1 GREATER ST CLOUD DEVELOPMENT CORPORATION 1010 W ST GERMAIN STREET SUITE 250 ST CLOUD MN 56301 452050341 501(C)(3) 8575 COMMUNITY DEVELOPMENT CITY OF ST JOSEPH MN PO BOX 668 25 COLLEGE AVE N ST JOSEPH MN 56374 416008146 GOVERNMENT 20000 SUPPORT CITY FIRE SERVICES 2 TUITION AND FEE SCHOLARSHIPS 1951 40079917 PART I, LINE 2: DOCUMENTATION IS MAINTAINED WHICH SUBSTANTIATES ELIGIBILITY AND THE AMOUNT OF ASSISTANCE GIVEN TO STUDENTS. NEED BASED ELIGIBILITY FOR SCHOLARSHIPS IS DETERMINED USING INFORMATION ON THE FAFSA. MERIT BASED STUDENT AID IS DETERMINED USING VARIOUS FACTORS TO ASSESS ACADEMIC PERFORMANCE OF THE STUDENT. X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 MARY DANA HINTON PRESIDENT 337500 0 0 0 1392 0 31825 0 37653 0 408370 0 0 0 SUSAN PALMER VP FINANCE AND ADMINISTRATION 245015 0 0 0 2104 0 22133 0 806 0 270058 0 0 0 CALVIN RYAN-MOSLEY VP ADMISSIONS AND FINANCIAL AID 201150 0 0 0 421 0 18104 0 108467 0 328142 0 0 0 MARY GELLER VP STUDENT DEVELOPMENT 161656 0 0 0 1377 0 14554 0 17058 0 194645 0 0 0 BRAD SINN FACILITIES DIRECTOR 130682 0 0 0 179 0 0 0 38811 0 169672 0 0 0 HEATHER PIEPER OLSON AVP INSTITUTIONAL ADVANCEMENT 127797 0 0 0 54 0 11461 0 19513 0 158825 0 0 0 ANNE OBERMAN CONTROLLER 122776 0 0 0 1127 0 11123 0 77841 0 212867 0 0 0 RITA KNUESEL FORMER PROVOST 125754 0 0 0 909 0 11277 0 3868 0 141808 0 0 0 PART I, LINE 1A AS A REQUIREMENT OF THEIR CONTRACTS, HOUSING IS PROVIDED TO THE PRESIDENT, VP ENROLLMENT, AND VP INSTITUTIONAL ADVANCEMENT. SCHEDULE J, PART II, COLUMN D: COLUMN D INCLUDES TUITION REMISSION BENEFITS FOR ONE OR MORE FAMILY MEMBERS OF CALVIN RYAN-MOSLEY, BRAD SINN, AND ANNE OBERMAN. A 2006 MN HIGHER EDUCATION FACILITIES AUTHORITY 410988525 60416HHV9 2006-10-26 7417276 FINANCE CONSTRUCTION OF NEW DINING BUILDING 0 0 0 B 2008 MN HIGHER EDUCATION FACILITIES AUTHORITY 410988525 60416HMC5 2008-05-08 19565411 REFINANCE 2 PRIOR BONDS AND FUND ADD'L PROJECT 0 0 0 C 2011 MN HIGHER EDUCATION FACILITIES AUTHORITY 410988525 60416HXF6 2011-12-14 9066628 FINANCE CONSTRUCTION OF STUDENT HOUSING 0 0 0 D 2013 MN HIGHER EDUCATION FACILITIES AUTHORITY 410988525 60416HZX5 2013-01-23 5235000 REFINANCE 5W BONDS, ORIGINALLY FOR VAR. STUDENT HOUSING REMODELING PROJECTS 0 0 0 A 6927666 7417276 22917 110183 7307093 2008 0 0 1 1 B 14900411 145000 19565411 1988946 15847 16756863 299827 565721 2009 1 0 1 1 C 1096628 9066628 643662 141546 8282720 2012 0 0 1 1 D 1475000 5235000 91951 5235000 2013 1 1 1 1 A 0 0 0 0 0.00000 0.04000 0.04000 0 0 0 B 0 0 0 0 0.00000 0.01000 0.01000 0 1 0.01000 1 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 A 1 0 0 0 0 1 B 1 0 0 0 0 1 C 0 1 0 0 0 0 0 0 1 D 0 1 0 0 0 0 0 0 1 A 0 B 0 C 0 D 0 A 2016 MN HIGHER EDUCATION FACILITIES AUTHORITY 410988525 60416HX90 2016-04-21 36875279 FINANCE RENOVATION PROJECTS AND ATHLETIC FIELDS 0 0 0 A 36875279 2262411 529940 304929 30453 33747546 2020 0 0 0 1 A 0 0 0 0 0.00000 0.01000 0.01000 0 0 0 A 1 0 0 0 0 1 A 0 TRUSTEE 20000 MERIT SCHOLARSHIP STUDENT FINANCIAL AID FAMILY MEMBERS OF OFFICERS, TRUSTEES, AND KEY EMPLOYEES 89700 TUITION WAIVER BENEFIT OF EMPLOYMENT, TUITION WAIVED X 13 114881 AVG HIGH AND LOW FOR DAY 0 0 1 1 PART I, COLUMN (B): THE NUMBER IN COLUMN (B) REPRESENTS THE TOTAL NUMBER OF CONTRIBUTIONS OF THIS TYPE, IT DOES NOT REPRESENT THE NUMBER OF STOCK SHARES RECEIVED. PART I, LINE 32B: STOCK BROKERS PROCESS STOCK TRANSACTIONS WHEN THE GIFT IS RECEIVED AND THE COLLEGE CHOOSES TO LIQUIDATE THE STOCK. REAL ESTATE BROKERS, APPRAISERS, AND ATTORNEYS ARE CONSULTED WHEN GIFTS OF PROPERTY ARE RECEIVED. FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERS OF THE CORPORATION SHALL CONSIST OF THE OFFICERS OF THE SISTERS OF THE ORDER OF SAINT BENEDICT AND ARE REFERRED TO AS THE CORPORATE MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A AS STATED IN THE ARTICLES OF INCORPORATION, THE CORPORATE MEMBERS RETAIN THE FOLLOWING RESERVED POWERS 1) APPOINT THOSE PERSONS WHO SERVE AS VOTING MEMBERS OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION A, LINE 7B AS STATED IN THE ARTICLES OF INCORPORATION, THE CORPORATE MEMBERS RETAIN THE FOLLOWING RESERVED POWERS 1) APPOINT THOSE PERSONS WHO SERVE AS VOTING MEMBERS OF THE BOARD OF TRUSTEES; 2) APPROVE ANY MERGER, ACQUISITION, OR DISSOLUTION OF THE CORPORATION; 3) APPROVE THE SALE OR ENCUMBRANCE OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF THE CORPORATION; 4) AMEND THE ARTICLES OF INCORPORATION, OR 5) MAKE AND AMEND THE BYLAWS OF THE CORPORATION. THE CORPORATE MEMBERS ARE THE SISTERS OF THE ORDER OF ST. BENEDICT. FORM 990, PART VI, SECTION B, LINE 11 THE SUBCOMMITTEE OF THE BOARD OF TRUSTEES KNOWN AS THE AUDIT COMMITTEE REVIEWS THE 990 DURING THE SPRING MEETING PRIOR TO FILING THE FORM AND THE FORM IS MADE AVAILABLE FOR REVIEW BY ALL BOARD MEMBERS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE AUDIT COMMITTEE REVIEWS ALL DISCLOSURES ON THE CONFLICT OF INTEREST POLICY ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 IN ACCORDANCE WITH THE EMPLOYEE HANDBOOK, THE COMPENSATION PLAN IS DESIGNED TO ENSURE POSITIONS ARE COMPETITIVELY VALUED RELATIVE TO COMPARABLE JOBS IN THE MARKET. THE HUMAN RESOURCES DEPARTMENT DOES A COMPARISON OF JOB DESCRIPTIONS TO POSITION DESCRIPTIONS IN THE MARKETPLACE ANNUALLY. THE COMPARISON FOR ADMINISTRATIVE AND SUPPORT STAFF POSITIONS ARE APPROVED BY THE PRESIDENT OR BOARD OF TRUSTEES AND A SALARY RANGE IS CREATED BASED ON THIS COMPARISON. FACULTY SALARIES ARE COMPARED TO A MARKET BASKET OF SIMILAR INSTITUTIONS. SALARIES FOR THE PRESIDENT, THE PROVOST, AND THE VICE PRESIDENT FOR FINANCE AND ADMINISTRATION ARE REVIEWED AND DETERMINED BY THE BOARD OF TRUSTEES. THE POSITIONS ARE COMPARED TO SIMILAR INSTITUTIONS OF HIGHER EDUCATION WITH RESPECT TO ENROLLMENT, BUDGET, AND CARNEGIE CLASSIFICATION FOUND IN THE COLLEGE AND UNIVERSITY PERSONNEL ASSOCIATION SALARY SURVEY. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT AVAILABLE TO THE PUBLIC, BUT WOULD BE MADE AVAILABLE UPON REQUEST. THE FINANCIAL STATEMENTS ARE AVAILABLE ON THE WEBSITE. FORM 990, PART XI, LINE 9: ADJUSTMENT OF ACTUARIAL LIABILITY -74,223. SISTERS OF THE ORDER OF SAINT BENEDICT 104 CHAPEL LANE SAINT JOSEPH MN 56374 410695523 RELIGIOUS WOMEN'S MONASTERY MN 501(C)(3) N/A 0 LIFE ESTATE (1) LIFE ESTATE NY T 0 0 0 1 0 1 0 0 1 0 0 1 0 0 0 1 1 1 0 0 SISTERS OF THE ORDER OF SAINT BENEDICT C 82000 SISTERS OF THE ORDER OF SAINT BENEDICT E 62695 SISTERS OF THE ORDER OF SAINT BENEDICT O 297288 SISTERS OF THE ORDER OF SAINT BENEDICT Q 395482 SISTERS OF THE ORDER OF SAINT BENEDICT H 1030390