NORTHWESTERN HEALTH SCIENCES UNIVERSITY: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- NORTHWESTERN HEALTH SCIENCES UNIVERSITY (EIN 41-0684657)
- Tax period
- 2015-09-01 to 2016-08-31
- Filed
- 2017-07-14
- IRS object ID
- 201711959349301016
- Schema version
- 2015v3.0
- 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 C
- Schedule D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-07-14T09:43:35-05:00 | ReturnTs |
| Tax Period End | 2016-08-31 | 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 | 220 SOUTH SIXTH STREET SUITE 300 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 410684657 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORTHWESTERN HEALTH SCIENCES UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NORT | BusinessNameControlTxt |
| Phone | 9528884777 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2501 WEST 84TH STREET | AddressLine1Txt |
| City | BLOOMINGTON | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 554311599 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHLEEN PANCIERA | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 9528884777 | PhoneNum |
| Signature | 2017-07-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LARRY ADAMS | PreparerPersonNm |
| PTIN | P01314654 | PTIN |
| Phone | 6123764500 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DR CHRISTOPHER CASSIRER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2501 WEST 84TH STREET | AddressLine1Txt |
| City | BLOOMINGTON | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 554311599 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $36,185,844 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.NWHEALTH.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1942 | FormationYr |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Activity Or Mission | PREPARE PROFESSIONALS AND LEADERS TO BECOME CONTRIBUTORS TO THE ADVANCEMENT OF HEALTH CARE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 585 | TotalEmployeeCnt |
| Total Volunteers | 13 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,388,846 | PYContributionsGrantsAmt |
| CY Contributions Grants | $593,439 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $26,963,718 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $23,488,866 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,100,139 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,072,805 | CYInvestmentIncomeAmt |
| PY Other Revenue | $375,427 | PYOtherRevenueAmt |
| CY Other Revenue | $748,688 | CYOtherRevenueAmt |
| PY Total Revenue | $29,828,130 | PYTotalRevenueAmt |
| CY Total Revenue | $25,903,798 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,426,460 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,348,569 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $21,278,153 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $16,007,492 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $9,760 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $260,455 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $8,042,591 | PYOtherExpensesAmt |
| CY Other Expenses | $8,602,582 | CYOtherExpensesAmt |
| PY Total Expenses | $30,756,964 | PYTotalExpensesAmt |
| CY Total Expenses | $25,958,643 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$928,834 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$54,845 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $41,231,066 | TotalAssetsBOYAmt |
| Total Assets EOY | $37,470,790 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $21,157,237 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $16,887,370 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $20,073,829 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $20,583,420 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | NORTHWESTERN HEALTH SCIENCES UNIVERSITY PREPARES AND SERVES THE NEXT GENERATION OF PROFESSIONALS AND LEADERS TO BECOME VITAL CONTRIBUTORS TO THE DELIVERY AND ADVANCEMENT OF HEALTH CARE. OUR MISSION IS ACCOMPLISHED THROUGH EDUCATIONAL EXCELLENCE, INNOVATIVE RESEARCH, EVIDENCE-INFORMED PATIENT-CENTERED CARE, PUBLIC HEALTH ADVOCACY AND COLLABORATIVE COMMUNITY ENGAGEMENT. | MissionDesc |
| Significant New Program Srvc | Yes (1) | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $16,665,558 | ExpenseAmt |
| Grant | $1,348,569 | GrantAmt |
| Revenue | $22,250,024 | RevenueAmt |
| Desc | CORE PROGRAM - THE UNIVERSITY'S ACCREDITED CHIROPRACTIC, ACUPUNCTURE & CHINESE MEDICINE, MASSAGE THERAPY, NUTRITION AND UNDERGRADUATE PROGRAMS PROVIDE INSTRUCTION AND CLINICAL EXPERIENCE TO STUDENTS, LEADING TO A DEGREE AND/OR PROFESSIONAL CERTIFICATE.FALL 2015 ENROLLMENT PER PROGRAM (NUMBER OF STUDENTS):CHIROPRACTIC - 608; ACUPUNCTURE AND CHINESE MEDICINE - 99; MASSAGE THERAPY - 64; NUTRITION - 1 UNDERGRADUATE - 121. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,196,483 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $1,183,942 | RevenueAmt |
| Desc | CLINICAL - THE CLINICS PROVIDE CHIROPRACTIC, ACUPUNCTURE, MASSAGE THERAPY AND PHYSICAL THERAPY TREATMENTS TO STUDENTS, EMPLOYEES AND THE PUBLIC. STUDENTS OBTAIN EXPERIENCE THROUGH CLINICAL SERVICE. THE UNIVERSITY ALSO PROVIDES THESE SERVICES AT SEVERAL COMMUNITY CLINICS.NUMBER OF STUDENTS IN THE ON-SITE CLINICS - 495 NUMBER OF PATIENT VISITS - 28,864 | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $476,293 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $662,867 | RevenueAmt |
| Desc | AUXILIARY - THE BOOKSTORE'S PRIMARY PURPOSE IS TO PROVIDE EDUCATIONAL MATERIALS FOR STUDENTS, BUT IS OPEN TO THE GENERAL PUBLIC AS WELL. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $137,295 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $54,900 | RevenueAmt |
| Desc | WORKSITE WELLNESS - CONSISTENT WITH ITS MISSION TO PROMOTE HEALTH AND WELLNESS IN THE COMMUNITY AND TO SUPPORT THE PROFESSIONS FOR WHICH IT TRAINS STUDENTS, THE UNIVERSITY BEGAN A PROGRAM OF WORKSITE WELLNESS SERVICES IN SEPTEMBER 2015. UNDER THAT PROGRAM, THE UNIVERSITY CONTRACTED WITH AN UNRELATED CORPORATION TO PROVIDE WORKSITE CHIROPRACTIC AND WELLNESS SERVICES TO THE CORPORATION'S EMPLOYEES AT THREE OF ITS MANUFACTURING FACILITIES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $137,295 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $54,900 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $19,475,629 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (1) | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 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 | Yes (1) | 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 | 0 | TaxExemptBondsInd |
| 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | 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 | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 69 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 585 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 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 | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KATHLEEN PANCIERA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9528855465 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2501 WEST 84TH STREET | AddressLine1Txt |
| City | BLOOMINGTON | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 554311599 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|
| KEITH M JOHNSON | ||||||||
| CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| CHRISTOPHER D JO | ||||||||
| VICE-CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| BRENT WILDE | ||||||||
| TREASURER THROUGH 2/16 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| N WALTER GRAFF | ||||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| VIVI-ANN R FISCHER | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| TODD GINKEL | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD N LONG | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MOLLY J MAGNANI | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| BONNIE MYHERS | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID E PETERSON | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID TAYLOR | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| TAMARA TAYLOR | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID VALENTINI | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DR CHRISTOPHER CASSIRER | ||||||||
| PRESIDENT | 40.00 | Yes (X) | Yes (X) | $413,610 | $0 | $16,150 | ||
| KATHY PANCIERA | ||||||||
| CFO/TREASURER AS OF 3/16 | 40.00 | Yes (X) | $0 | $0 | $0 | |||
| LESLIE BRONK | ||||||||
| CHIEF OPERATING OFFICER | 40.00 | $175,498 | $0 | $8,840 | Yes (X) | |||
| CHUCK SAWYER | ||||||||
| SENIOR VP | 40.00 | $172,205 | $0 | $14,924 | Yes (X) | |||
| BRADLEY FINER | ||||||||
| PROFESSOR | 40.00 | $158,077 | $0 | $19,309 | Yes (X) | |||
| DAVID SMITH | ||||||||
| ASSOC. PROFESSOR | 40.00 | $148,143 | $0 | $14,654 | Yes (X) | |||
| ROSS B DUGAS | ||||||||
| FORMER VP FOR ADMIN & CFO | 40.00 | $166,516 | $0 | $14,839 | Yes (X) | |||
| MICHAEL WILES | ||||||||
| FORMER VP FOR ACADEMIC AFFAIRS | 40.00 | $185,363 | $0 | $0 | Yes (X) | |||
| WILLIAM HEJNY | ||||||||
| FORMER ASST. PROFESSOR | 40.00 | $167,123 | $0 | $14,044 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,586,535 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $102,760 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 21 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | 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 |
|---|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | |||||
| 220 S 6TH ST STE 300 | MINNEAPOLIS | MN | 55402 | AUDIT AND ACCOUNTING SUPPORT | $223,133 |
| CHRISTINE J QUINN INC | |||||
| 435 MAXWELL ST | LAKE GENEVA | WI | 53147 | BUSINESS PLANNING AND CONSULTING | $195,541 |
| EVERGREEN FOODS | |||||
| 2501 W 84TH ST | BLOOMINGTON | MN | 55431 | CATERING | $179,337 |
| SALO LLC | |||||
| 20 S 13TH ST | MINNEAPOLIS | MN | 55403 | TEMPORARY HELP & EXEC SEARCH | $165,083 |
| LARKIN HOFFMAN | |||||
| 8300 NORMAN CENTER DR STE 1000 | MINNEAPOLIS | MN | 554371060 | LEGAL | $147,764 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 8 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $103,310 | FundraisingAmt |
| Government Grants | $158,769 | GovernmentGrantsAmt |
| All Other Contributions | $331,360 | AllOtherContributionsAmt |
| Total Contributions | $593,439 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611600 | $22,250,024 | $22,250,024 |
| CLINICAL LAB FEES | 621300 | $1,183,942 | $1,183,942 |
| WELLNESS SERVICES | 621300 | $54,900 | $54,900 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $23,488,866 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $881,524 | TotalRevenueColumnAmt |
| Exclusion | $881,524 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,072,466 | SecuritiesAmt |
| Other | $25,701 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,906,886 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $165,580 | SecuritiesAmt |
| Other | $25,701 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $191,281 | TotalRevenueColumnAmt |
| Exclusion | $191,281 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $12,850 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $103,310 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $87,768 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$74,918 | TotalRevenueColumnAmt |
| Exclusion | -$74,918 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $3,740 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $1,478 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,262 | TotalRevenueColumnAmt |
| Exclusion | $2,262 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $1,948,781 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $1,285,914 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $662,867 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $662,867 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $158,477 | TotalRevenueColumnAmt |
| Exclusion | $158,477 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $158,477 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $25,903,798 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $24,151,733 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,158,626 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,348,569 | TotalAmt |
| Program Services | $1,348,569 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $580,684 | TotalAmt |
| Program Services | $121,499 | ProgramServicesAmt |
| Management And General | $459,185 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,357,514 | TotalAmt |
| Program Services | $9,847,995 | ProgramServicesAmt |
| Management And General | $2,392,141 | ManagementAndGeneralAmt |
| Fundraising | $117,378 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $316,171 | TotalAmt |
| Program Services | $254,619 | ProgramServicesAmt |
| Management And General | $60,403 | ManagementAndGeneralAmt |
| Fundraising | $1,149 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,668,090 | TotalAmt |
| Program Services | $1,361,228 | ProgramServicesAmt |
| Management And General | $297,883 | ManagementAndGeneralAmt |
| Fundraising | $8,979 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,085,033 | TotalAmt |
| Program Services | $849,217 | ProgramServicesAmt |
| Management And General | $225,584 | ManagementAndGeneralAmt |
| Fundraising | $10,232 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $243,859 | TotalAmt |
| Program Services | $5,704 | ProgramServicesAmt |
| Management And General | $238,155 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $278,572 | TotalAmt |
| Management And General | $278,572 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,000 | TotalAmt |
| Program Services | $42,000 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $129,504 | TotalAmt |
| Management And General | $129,504 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $899,262 | TotalAmt |
| Program Services | $421,613 | ProgramServicesAmt |
| Management And General | $477,649 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $814,618 | TotalAmt |
| Program Services | $201,833 | ProgramServicesAmt |
| Management And General | $590,659 | ManagementAndGeneralAmt |
| Fundraising | $22,126 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $802,585 | TotalAmt |
| Program Services | $660,065 | ProgramServicesAmt |
| Management And General | $125,523 | ManagementAndGeneralAmt |
| Fundraising | $16,997 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $935,167 | TotalAmt |
| Program Services | $778,406 | ProgramServicesAmt |
| Management And General | $145,303 | ManagementAndGeneralAmt |
| Fundraising | $11,458 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,565 | TotalAmt |
| Program Services | $25,565 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,166,061 | TotalAmt |
| Program Services | $965,498 | ProgramServicesAmt |
| Management And General | $186,570 | ManagementAndGeneralAmt |
| Fundraising | $13,993 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $304,277 | TotalAmt |
| Program Services | $223,609 | ProgramServicesAmt |
| Management And General | $54,828 | ManagementAndGeneralAmt |
| Fundraising | $25,840 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $599,301 | TotalAmt |
| Program Services | $549,899 | ProgramServicesAmt |
| Management And General | $38,585 | ManagementAndGeneralAmt |
| Fundraising | $10,817 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $182,755 | TotalAmt |
| Management And General | $182,755 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,204,990 | TotalAmt |
| Program Services | $997,732 | ProgramServicesAmt |
| Management And General | $192,798 | ManagementAndGeneralAmt |
| Fundraising | $14,460 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $342,691 | TotalAmt |
| Program Services | $123,537 | ProgramServicesAmt |
| Management And General | $219,154 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| CLINIC PATIENT EXPENSES | $85,877 | $85,877 | ||
| DUES AND MEMBERSHIPS | $77,540 | $26,353 | $51,187 | |
| ALLOCATION OF INDIRECTS | $0 | $451,357 | -$457,898 | $6,541 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $467,958 | TotalAmt |
| Program Services | $133,454 | ProgramServicesAmt |
| Management And General | $334,019 | ManagementAndGeneralAmt |
| Fundraising | $485 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,958,643 | TotalAmt |
| Program Services | $19,475,629 | ProgramServicesAmt |
| Management And General | $6,222,559 | ManagementAndGeneralAmt |
| Fundraising | $260,455 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,536,286 | BOYAmt |
| EOY | $1,112,968 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $593,787 | BOYAmt |
| EOY | $1,405,173 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $483,700 | BOYAmt |
| EOY | $30,000 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $512,905 | BOYAmt |
| EOY | $530,596 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $554,985 | BOYAmt |
| EOY | $581,250 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $435,558 | BOYAmt |
| EOY | $869,115 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $31,201,502 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $15,101,040 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,691,173 | BOYAmt |
| EOY | $16,100,462 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,862,769 | BOYAmt |
| EOY | $9,952,214 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $469,727 | BOYAmt |
| EOY | $439,546 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,090,176 | BOYAmt |
| EOY | $6,449,466 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,231,066 | BOYAmt |
| EOY | $37,470,790 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,166,488 | BOYAmt |
| EOY | $1,997,068 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $309,100 | BOYAmt |
| EOY | $189,053 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,221,104 | BOYAmt |
| EOY | $7,029,271 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,460,545 | BOYAmt |
| EOY | $7,671,978 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,157,237 | BOYAmt |
| EOY | $16,887,370 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,717,865 | BOYAmt |
| EOY | $17,184,507 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,010,033 | BOYAmt |
| EOY | $1,514,978 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,345,931 | BOYAmt |
| EOY | $1,883,935 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,073,829 | BOYAmt |
| EOY | $20,583,420 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,231,066 | BOYAmt |
| EOY | $37,470,790 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$54,845 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $503,911 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $60,525 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Political Expenditures | $0 | PoliticalExpendituresAmt |
| Volunteer Hours | 0 | VolunteerHoursCnt |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $42,000 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $42,000 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | THE UNIVERSITY'S LEGISLATIVE ADVOCACY, THROUGH THE CENTER FOR HEALTHCARE INNOVATION AND POLICY, IS FOCUSED PRIMARILY ON ISSUES RELATED TO SCOPE-OF-PRACTICE, PROFESSIONAL LICENSURE, HEALTH CARE REFORM, INSURANCE REIMBURSEMENT AND PATIENT ACCESS TO HEALTH CARE SERVICES. WE ALSO WORK CLOSELY WITH OTHER HEALTH CARE ORGANIZATIONS WHO HAVE SIMILAR INTERESTS. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | 0 | InclEscrowCustodialAcctLiabInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,484,248 | BeginningYearBalanceAmt |
| Contributions | $5,100,746 | ContributionsAmt |
| Investment Earnings Or Losses | $441,062 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $60,928 | GrantsOrScholarshipsAmt |
| Other Expenditures | $12,505 | OtherExpendituresAmt |
| End Year Balance | $6,952,623 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,458,162 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $67,086 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $41,000 | GrantsOrScholarshipsAmt |
| End Year Balance | $1,484,248 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,422,086 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $86,256 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $39,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $11,180 | OtherExpendituresAmt |
| End Year Balance | $1,458,162 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,356,045 | BeginningYearBalanceAmt |
| Contributions | $945 | ContributionsAmt |
| Investment Earnings Or Losses | $74,696 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,600 | GrantsOrScholarshipsAmt |
| Other Expenditures | $6,000 | OtherExpendituresAmt |
| End Year Balance | $1,422,086 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,358,412 | BeginningYearBalanceAmt |
| Contributions | $588 | ContributionsAmt |
| Investment Earnings Or Losses | $17,045 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $20,000 | OtherExpendituresAmt |
| End Year Balance | $1,356,045 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.70500 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.27100 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.02400 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $890,861 | OtherCostOrOtherBasisAmt |
| Book Value | $890,861 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $22,671,652 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,456,928 | DepreciationAmt |
| Book Value | $13,214,724 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $325,234 | OtherCostOrOtherBasisAmt |
| Depreciation | $92,827 | DepreciationAmt |
| Book Value | $232,407 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,894,515 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,551,285 | DepreciationAmt |
| Book Value | $1,343,230 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $419,240 | OtherCostOrOtherBasisAmt |
| Book Value | $419,240 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $16,100,462 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STUDENT LOANS | Desc |
| Book Value | $6,449,466 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $6,449,466 | TotalBookValueProgramRltdAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| FEDERAL CAPITAL CONTRIBUTION - PERKINS | $7,376,359 |
| ANNUITY PAYABLE | $80,590 |
| CAPITAL LEASE OBLIGATIONS | $14,832 |
| ASSET RETIREMENT OBLIGATION | $163,411 |
| EARLY RETIREMENT INCENTIVE PROGRAM LIABILITY | $36,786 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $7,671,978 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $26,375,320 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $637,326 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$1,338,569 | OtherRevenueAmt |
| Revenue Not Reported | -$701,243 | RevenueNotReportedAmt |
| Revenue Subtotal | $27,076,563 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $129,504 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$1,302,269 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$1,172,765 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $25,903,798 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $25,865,729 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $1,375,159 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,375,159 | ExpensesNotReportedAmt |
| Expenses Subtotal | $24,490,570 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $129,504 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $1,338,569 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,468,073 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $25,958,643 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ENDOWMENT IS USED TO FUND VARIOUS SCHOLARSHIPS, PROGRAMS AND ENDOWED CHAIRS. |
| PART X, LINE 2: | THE UNIVERSITY IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) AND IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(3) OF THE INTERNAL REVENUE CODE. THE UNIVERSITY IS ALSO EXEMPT FROM MINNESOTA TAXES UNDER MINNESOTA STATUTE CHAPTER 290.05. TAX EXEMPT ORGANIZATIONS ARE SUBJECT TO FEDERAL AND MINNESOTA TAXES ON UNRELATED BUSINESS INCOME. THE UNIVERSITY FOLLOWS A POLICY THAT CLARIFIED THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ORGANIZATION'S FINANCIAL STATEMENTS. THE POLICY PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT PRINCIPLES FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. THE APPLICATION OF THIS POLICY HAD NO IMPACT ON THE UNIVERSITY'S FINANCIAL STATEMENTS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FINANCIAL AID AND SCHOLARSHIPS -1,338,569. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES -87,767. INVESTMENT INCOME 72,890. COST OF GOODS SOLD -1,285,914. GAMING EXPENSES -1,478. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES 87,767. GAMING EXPENSES 1,478. COST OF GOODS SOLD 1,285,914. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID AND SCHOLARSHIPS 1,338,569. |
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 NONDISCRIMINATORY POLICY IS PUBLISHED ON THE WEBSITE AND IN THE STUDENT HANDBOOK. THE EMPLOYEE POLICY CAN BE FOUND ONLINE IN THE HR CONNECTION. |
| SCHEDULE E, PART I, LINE 6 | THE UNIVERSITY'S STUDENTS RECEIVE FEDERAL FUNDING INCLUDING PELL GRANTS, STAFFORD LOANS AND FEDERAL AND STATE G.I. BILL FUNDS. THE UNIVERSITY ALSO ADMINISTERS CAMPUS-BASED FEDERAL FINANCIAL AID PROGRAMS, INCLUDING PERKINS LOANS, SEOG GRANTS AND THE FEDERAL WORK STUDY PROGRAM. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | 75TH ANNIVERSARY GALA | Event1Nm |
| Gross Receipts Event1 | $116,160 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $103,310 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $12,850 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $13,557 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $40,113 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $3,500 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $30,598 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $116,160 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $103,310 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $12,850 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $13,557 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $40,113 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $3,500 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $30,598 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $87,768 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$74,918 | NetIncomeSummaryAmt |
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 | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|
| SCHOLARSHIPS AND TUITION DISCOUNTS | 347 | $1,338,569 | $0 | N/A | N/A |
| POST-GRADUATE FELLOWSHIP | 1 | $10,000 | $0 | N/A | N/A |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ADMISSIONS DEPARTMENT ORIGINATES MERIT AWARDS AND DISCOVERY DAY DISCOUNTS FOR NEW STUDENTS, AND THE OFFICE OF DIVERSITY AWARDS THE DIVERSITY SCHOLARSHIPS. FINANCIAL AID WORKS WITH A SCHOLARSHIP COMMITTEE TO EVALUATE APPLICATIONS AND SELECT RECIPIENTS FOR OTHER INSTITUTIONAL SCHOLARSHIPS. NOTICES OF AVAILABLE INSTITUTIONAL SCHOLARSHIPS ARE POSTED OUTSIDE THE FINANCIAL AID OFFICE AS WELL AS IN VARIOUS INTERNAL PUBLICATIONS AND ON THE UNIVERSITY WEBSITE. RECORDS ARE MAINTAINED IN THE FINANCIAL AID OFFICE, AND ALL AWARDS AND DISCOUNTS ARE POSTED TO STUDENT ACCOUNTS THROUGH FINANCIAL AID. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | Yes (1) | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DR CHRISTOPHER CASSIRER | ||||||||||||||
| PRESIDENT | $318,810 | $0 | $76,800 | $0 | $18,000 | $0 | $10,400 | $0 | $5,750 | $0 | $429,760 | $0 | $0 | $0 |
| LESLIE BRONK | ||||||||||||||
| CHIEF OPERATING OFFICER | $160,560 | $0 | $0 | $0 | $14,938 | $0 | $5,125 | $0 | $3,715 | $0 | $184,338 | $0 | $0 | $0 |
| CHUCK SAWYER | ||||||||||||||
| SENIOR VP | $103,112 | $0 | $0 | $0 | $69,093 | $0 | $3,469 | $0 | $11,455 | $0 | $187,129 | $0 | $0 | $0 |
| BRADLEY FINER | ||||||||||||||
| PROFESSOR | $158,077 | $0 | $0 | $0 | $0 | $0 | $2,659 | $0 | $16,650 | $0 | $177,386 | $0 | $0 | $0 |
| DAVID SMITH | ||||||||||||||
| ASSOC. PROFESSOR | $108,079 | $0 | $0 | $0 | $40,064 | $0 | $1,767 | $0 | $12,887 | $0 | $162,797 | $0 | $0 | $0 |
| ROSS B DUGAS | ||||||||||||||
| FORMER VP FOR ADMIN & CFO | $84,037 | $0 | $0 | $0 | $82,479 | $0 | $3,384 | $0 | $11,455 | $0 | $181,355 | $0 | $0 | $0 |
| MICHAEL WILES | ||||||||||||||
| FORMER VP FOR ACADEMIC AFFAIRS | $0 | $0 | $0 | $0 | $185,363 | $0 | $0 | $0 | $0 | $0 | $185,363 | $0 | $0 | $0 |
| WILLIAM HEJNY | ||||||||||||||
| FORMER ASST. PROFESSOR | $121,086 | $0 | $0 | $0 | $46,037 | $0 | $1,557 | $0 | $12,487 | $0 | $181,167 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINES 4A-B | ROSS DUGAS - SEVERANCE PAYMENT - $54,550 WILLIAM HEJNY - SEVERANCE PAYMENT - $19,665 CHARLES SAWYER - SEVERANCE PAYMENT - $40,091 DAVID SMITH - SEVERANCE PAYMENT - $37,197 MICHAEL WILES - SEVERANCE PAYMENT - $78,189 MICHAEL WILES - 457(F) PLAN DISTRIBUTION - $107,174 |
| PART I, LINE 5 | MR. FINER WORKS IN THE UNIVERSITY CLINIC AND RECEIVES A BASE SALARY PLUS A PERCENTAGE OF COLLECTIONS DERIVED FROM PATIENT CARE WHICH HE PROVIDES OR WHICH IS PROVIDED BY NON-SALARIED INTERNS UNDER HIS SUPERVISION. |
| PART I, LINE 7 | THE PRESIDENT RECEIVED A BONUS THAT WAS NOT A FIXED AMOUNT, BUT WAS NOT CONTINGENT ON REVENUES OR NET EARNINGS. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 2 | LAUNCHED AN ON-SITE, WORKPLACE WELLNESS SERVICE AND THE MASTERS IN APPLIED CLINICAL NUTRITION PROGRAM IN FALL 2015. |
| FORM 990, PART VI, SECTION A, LINE 1 | THE CHAIR OF THE BOARD SHALL BE THE CHAIR OF THE EXECUTIVE COMMITTEE. THE VICE CHAIR OF THE BOARD, THE SECRETARY, THE TREASURER, AND THE CHAIR OF EACH STANDING COMMITTEE OF THE BOARD SHALL BE MEMBERS OF THE EXECUTIVE COMMITTEE. THE BOARD MAY APPOINT THE IMMEDIATE PAST CHAIR OF THE BOARD AS A MEMBER OF THE EXECUTIVE COMMITTEE WITH HIS OR HER CONSENT. BETWEEN MEETINGS OF THE BOARD OF TRUSTEES, THE EXECUTIVE COMMITTEE SHALL HAVE GENERAL SUPERVISION OF THE ADMINISTRATION AND PROPERTY OF THE UNIVERSITY EXCEPT THAT UNLESS SPECIFICALLY EMPOWERED BY THE BOARD TO DO SO, IT MAY NOT TAKE ANY ACTION INCONSISTENT WITH A PRIOR ACT OF THE BOARD OF TRUSTEES, AWARD DEGREES, ALTER BYLAWS, LOCATE PERMANENT BUILDINGS ON TAX-EXEMPT PROPERTY HELD FOR UNIVERSITY PURPOSES, REMOVE OR APPOINT THE PRESIDENT OF THE UNIVERSITY, OR TAKE ANY ACTION WHICH HAS BEEN RESERVED FOR THE BOARD. |
| FORM 990, PART VI, SECTION A, LINE 4 | THE BYLAWS WERE AMENDED TO CHANGE THE ROLE OF THE TREASURER FROM A VOTING MEMBER OF THE BOARD TO A NON-VOTING OFFICER ROLE THAT IS HELD BY THE CHIEF FINANCIAL OFFICER. |
| FORM 990, PART VI, SECTION B, LINE 11 | UPON COMPLETION, THE FORM 990 WAS DISTRIBUTED TO THE BOARD FINANCE COMMITTEE FOR REVIEW. THE COMPLETED FORM 990 WAS PROVIDED TO ALL BOARD OF TRUSTEE MEMBERS FOR THEIR REVIEW AND ACCEPTANCE PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | TRUSTEES AND OFFICERS OF THE UNIVERSITY ARE REQUIRED TO COMPLETE THE UNIVERSITY'S CONFLICT OF INTEREST DISCLOSURE FORM ANNUALLY BY SEPTEMBER 1ST. ALL DISCLOSURES REQUIRED UNDER THE CONFLICT OF INTEREST POLICY ARE REPORTED TO THE SECRETARY OF THE BOARD OF TRUSTEES WHO ALONG WITH THE UNIVERSITY'S LEGAL COUNSEL AND CHAIR WILL OVERSEE THE POLICY. INDIVIDUALS FOUND TO HAVE A CONFLICT MUST REFRAIN FROM PARTICIPATING IN CONSIDERATION OF THE PROPOSED TRANSACTION, UNLESS FOR SPECIAL REASONS THE BOARD OR ADMINISTRATION REQUESTS INFORMATION OR INTERPRETATION. THE CONFLICTED INDIVIDUAL DOES NOT VOTE AND IS NOT PRESENT AT THE TIME OF THE VOTE. ACTIONS ARE REFLECTED IN THE MEETING MINUTES. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE UNIVERSITY'S EXECUTIVE COMMITTEE USED MARKET ANALYSIS CONDUCTED USING PROFESSIONAL COMPENSATION SURVEYS TO DETERMINE COMPENSATION FOR THE PRESIDENT. DOCUMENTATION IS INCLUDED IN THE BOARD MINUTES. THIS PROCESS WAS LAST CONDUCTED FOR THE PRESIDENT IN 2016. COMPENSATION FOR OTHER OFFICERS AND KEY EMPLOYEES IS SET BY THE PRESIDENT AND VP OF HUMAN RESOURCES. COMPARABLE DATA COMES FROM VARIOUS PUBLISHED SALARY SURVEYS (CUPA, WATSON WYATT, ETC.). COMPARABLE DATA SOURCES MAY INCLUDE OTHER COLLEGES, UNIVERSITIES, HEALTH CARE PROVIDERS AND NON-PROFITS. MARKET PRICING IS DONE FOR EVERY POSITION BY AN OUTSIDE CONSULTING FIRM, MRA. THE HUMAN RESOURCES DEPT. MAINTAINS DETAILED RECORDS DOCUMENTING THE METHODOLOGY FOR SETTING COMPENSATION FOR EACH POSITION. WITHIN THE MARKET RANGE FOR THE POSITION, INDIVIDUAL COMPENSATION IS SET BASED ON EXPERIENCE AND EDUCATION. THIS PROCESS WAS LAST CONDUCTED FOR ALL POSITIONS IN 2016. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE UNIVERSITY MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN SWAP VALUE 133,415. DIFFERENCE IN CDI LLC REVENUE -72,890. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE REMAINDER UNITRUST (1) | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | INVESTMENTS | PrimaryActivitiesTxt |
| Legal Domicile State | MN | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORTHWESTERN HEALTH SCIENCES UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | T | EntityTypeTxt |
| Controlled Organization | Yes (1) | 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 | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 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 |