UNIVERSITY OF MARY: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF MARY (EIN 45-0273403)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-05-11
- IRS object ID
- 201731319349303213
- 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 D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-11T14:31:19-05:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 450250958 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EIDE BAILLY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1730 BURNT BOAT LOOP STE100 | AddressLine1Txt |
| City | BISMARCK | CityNm |
| State Abbreviation | ND | StateAbbreviationCd |
| ZIP | 585030886 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 450273403 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | University of Mary | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 7012557500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7500 University Dr | AddressLine1Txt |
| City | Bismarck | CityNm |
| State Abbreviation | ND | StateAbbreviationCd |
| ZIP | 585049652 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Gregory A Vetter | PersonNm |
| Person Title | Executive Vice President | PersonTitleTxt |
| Phone | 7012557500 | PhoneNum |
| Signature | 2017-04-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Lisa Chaffee CPA | PreparerPersonNm |
| PTIN | P00193453 | PTIN |
| Phone | 7012551091 | PhoneNum |
| Preparation | 2017-04-27 | PreparationDt |
| 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 | Gregory A Vetter | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7500 University Dr | AddressLine1Txt |
| City | Bismarck | CityNm |
| State Abbreviation | ND | StateAbbreviationCd |
| ZIP | 585049652 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $90,615,913 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.umary.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1959 | FormationYr |
| Legal Domicile State | ND | LegalDomicileStateCd |
| Activity Or Mission | A private institution of higher education offering graduate and undergraduate degrees. | ActivityOrMissionDesc |
| Voting Members Governing Body | 29 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 27 | VotingMembersIndependentCnt |
| Total Employee | 1068 | TotalEmployeeCnt |
| Total Volunteers | 27 | TotalVolunteersCnt |
| Total Gross UBI | $9,895 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $6,694 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $14,350,133 | PYContributionsGrantsAmt |
| CY Contributions Grants | $11,912,702 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $50,593,958 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $52,951,929 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,637,095 | PYInvestmentIncomeAmt |
| CY Investment Income | $8,475,546 | CYInvestmentIncomeAmt |
| PY Other Revenue | $51,702 | PYOtherRevenueAmt |
| CY Other Revenue | $237,611 | CYOtherRevenueAmt |
| PY Total Revenue | $66,632,888 | PYTotalRevenueAmt |
| CY Total Revenue | $73,577,788 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $10,850,440 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $11,823,799 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $25,563,010 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $24,593,744 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $4,281,967 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $3,557,849 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $4,310,138 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $20,417,593 | PYOtherExpensesAmt |
| CY Other Expenses | $22,073,864 | CYOtherExpensesAmt |
| PY Total Expenses | $61,113,010 | PYTotalExpensesAmt |
| CY Total Expenses | $62,049,256 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $5,519,878 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $11,528,532 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $133,640,115 | TotalAssetsBOYAmt |
| Total Assets EOY | $147,183,702 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $25,042,437 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $36,723,156 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $108,597,678 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $110,460,546 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | The University of Mary exists to serve the religious, academic and cultural needs of the people in this region and beyond.(Continued on Schedule O) | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $21,024,079 | ExpenseAmt |
| Revenue | $45,305,501 | RevenueAmt |
| Desc | Academic Divisions - This area contains the curriculum and related expenses for all divisions of the college, including both post-secondary education and graduate programs. University of Mary serves approximately 4,068 students and has 432 faculty members. They have four schools with more than 54 degree programs. In addition, there are 14 graduate degree programs and three doctoral degrees. They average a placement rate of approximately 99 percent overall for their graduates. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $11,607,387 | ExpenseAmt |
| Grant | $11,607,387 | GrantAmt |
| Desc | Student Aid & Expenses - University of Mary offers various types of financial assistance to students including federal, state, and private programs as well as other forms of student aid and work programs. During the current year, 1,341 students received some type of academic student aid and 259 students received athletic student aid. In addition, 68 international students received student aid as well. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $7,975,728 | ExpenseAmt |
| Revenue | $5,728,108 | RevenueAmt |
| Desc | Auxiliary Activities - Auxiliary activities includes all student housing and food services including the cost of residence halls, student apartments, and student transportation service. The University of Mary also has a university store, cafeterias, snack bar and coffee shop. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $14,639,804 | ExpenseAmt |
| Grant | $216,412 | GrantAmt |
| Revenue | $2,146,008 | RevenueAmt |
| Desc | Educational Plant Operations, Financial Affairs, General Institutional, Public Affairs, Enrollment Services, and all other services including General Administration, Academic Affairs, Student Development, and Student Senate. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $14,639,804 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $216,412 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $2,146,008 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $55,246,998 | 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 | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 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 | 158 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1068 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | IT | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 29 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 27 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 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 | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Gregory A Vetter | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7013558303 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7500 University Dr | AddressLine1Txt |
| City | Bismarck | CityNm |
| State Abbreviation | ND | StateAbbreviationCd |
| ZIP | 58504 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (43 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Dan Butler | ||||||||
| Chair | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Sister Nicole Kunze | ||||||||
| Prioress, President (Starting May) | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | 40.00 | |
| Sister Nancy Miller | ||||||||
| Prioress, President (Through May) | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | 40.00 | |
| Tim Hennessy | ||||||||
| Vice Chair | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Sister Patricia Schap | ||||||||
| Secretary | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| A Kirk Lanterman | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Abbot Brian Wangler | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Bill Daniel | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Dr Harold J Miller | ||||||||
| Trustee | 40.00 | Yes (X) | $168,023 | $0 | $25,256 | |||
| Julie Liffrig Fedorchak | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Joe Hauer | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| John Simmons | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Kevin Cramer | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Mike Hofer | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Niles Hushka | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Sister Agatha Muggli | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Sister JoAnn Krebsbach | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Sister Susan Lardy | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Kathleen Gaddie | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| David Goodin | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Mikey Hoeven | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Sister Agnes Reinert | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Pauline Economon | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Troy Nelson | ||||||||
| Trustee (Through April) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Terry Zeltinger | ||||||||
| Trustee (Through April) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Sister Rebecca Mayer | ||||||||
| Trustee (Through April) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| George Ehlis | ||||||||
| Trustee (Through April) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Bill Clairmont | ||||||||
| Trustee (Through April) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Cheryl Kulas | ||||||||
| Trustee (Through April) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Scott Davis | ||||||||
| Trustee (Starting May) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Monsignor Greg Schlesselmann | ||||||||
| Trustee (Starting May) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Gary Tharaldson | ||||||||
| Trustee (Starting May) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Dr Gary Watts | ||||||||
| Trustee (Starting May) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Kurt Schley | ||||||||
| Trustee (Starting April) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Dr Jonathan Reyes | ||||||||
| Trustee (Starting December) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Monsignor James P Shea | ||||||||
| President | 40.00 | Yes (X) | Yes (X) | $80,030 | $0 | $12,346 | ||
| Mary Hager | ||||||||
| Treas., VP of Financial (July-Jan) | 40.00 | Yes (X) | $120,643 | $0 | $28,092 | |||
| Gregory Vetter-TreasJan-June | ||||||||
| Executive VP/Chief of Staff | 40.00 | Yes (X) | $172,996 | $0 | $34,176 | |||
| Neal Kalberer | ||||||||
| Chairman of the Campaign | 40.00 | $120,259 | $0 | $18,303 | Yes (X) | |||
| Diane Fladeland | ||||||||
| V.P. for Academic Affairs | 40.00 | $130,347 | $0 | $10,308 | Yes (X) | |||
| Patrick O'Meara | ||||||||
| V.P. for Mission Advancemen | 40.00 | $149,038 | $0 | $12,788 | Yes (X) | |||
| Kimberly McDowall-Long | ||||||||
| Assistant V.P. for Academic | 40.00 | $132,276 | $0 | $7,910 | Yes (X) | |||
| Joellen Roller | ||||||||
| Dean of School of Health S | 40.00 | $121,626 | $0 | $16,583 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,195,238 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $165,762 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 23 | 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 |
|---|---|---|---|---|---|
| Compass Group USA Inc | |||||
| 5375 Creekside Place | LaCrosse | WI | 54601 | Dining Services | $3,263,671 |
| The Pelican Group | |||||
| 44050 Ashburn Plaza Ste 195-723 | Ashburn | VA | 20147 | Consulting Services | $1,504,424 |
| Dynamic Campus Solutions Inc | |||||
| 2806 Flintrock Trace Suite 205 | Austin | TX | 787381746 | IT Services | $1,487,392 |
| Belden Construction LLC | |||||
| 3408 Spruce Dr N | Mandan | ND | 585548226 | Repair Services | $533,677 |
| Jenzabar | |||||
| 1401 Technology Dr | Harrisonburg | VA | 228022543 | Maintenance/Consulting | $496,695 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 22 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $230,955 | GovernmentGrantsAmt |
| All Other Contributions | $11,681,747 | AllOtherContributionsAmt |
| Noncash Contributions | $913,278 | NoncashContributionsAmt |
| Total Contributions | $11,912,702 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| Student Tuition & Fees | 611600 | $45,305,501 | $45,305,501 | |
| Auxiliary Enterprises | 611600 | $5,728,108 | $5,728,108 | |
| Other | 611600 | $1,918,320 | $1,917,934 | $386 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $52,951,929 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $809,386 | TotalRevenueColumnAmt |
| Exclusion | $809,386 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $22,582,137 | SecuritiesAmt |
| Other | $683,912 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $14,516,698 | SecuritiesAmt |
| Other | $1,083,191 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,065,439 | SecuritiesAmt |
| Other | -$399,279 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,666,160 | TotalRevenueColumnAmt |
| Exclusion | $7,666,160 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $1,666,310 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $1,438,236 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $228,074 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $228,074 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| Dakota Upreit K-1 | 900099 | $7,397 | $7,397 | |
| Buckeye Partners K-1 | 900099 | $1,688 | $1,684 | $4 |
| Enterprise Products K-1 | 900099 | $1,423 | $1,385 | $38 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$971 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$957 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$14 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $9,537 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $73,577,788 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $53,179,617 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $9,895 | UnrelatedBusinessRevenueAmt |
| Exclusion | $8,475,574 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $216,412 | TotalAmt |
| Program Services | $216,412 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,607,387 | TotalAmt |
| Program Services | $11,607,387 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $497,320 | TotalAmt |
| Management And General | $313,010 | ManagementAndGeneralAmt |
| Fundraising | $184,310 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,690,511 | TotalAmt |
| Program Services | $18,800,721 | ProgramServicesAmt |
| Management And General | $506,102 | ManagementAndGeneralAmt |
| Fundraising | $383,688 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,050,129 | TotalAmt |
| Program Services | $1,006,393 | ProgramServicesAmt |
| Management And General | $23,197 | ManagementAndGeneralAmt |
| Fundraising | $20,539 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,832,674 | TotalAmt |
| Program Services | $2,643,908 | ProgramServicesAmt |
| Management And General | -$865,191 | ManagementAndGeneralAmt |
| Fundraising | $53,957 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,523,110 | TotalAmt |
| Program Services | $1,421,589 | ProgramServicesAmt |
| Management And General | $72,509 | ManagementAndGeneralAmt |
| Fundraising | $29,012 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $398,094 | TotalAmt |
| Program Services | $5,065 | ProgramServicesAmt |
| Management And General | $393,029 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,557,849 | TotalAmt |
| Fundraising | $3,557,849 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,837,396 | TotalAmt |
| Program Services | $5,599,105 | ProgramServicesAmt |
| Management And General | $238,291 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $294,085 | TotalAmt |
| Program Services | $223,957 | ProgramServicesAmt |
| Management And General | $58,341 | ManagementAndGeneralAmt |
| Fundraising | $11,787 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,920,519 | TotalAmt |
| Program Services | $1,310,916 | ProgramServicesAmt |
| Management And General | $540,607 | ManagementAndGeneralAmt |
| Fundraising | $68,996 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $643,571 | TotalAmt |
| Program Services | $643,571 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,993,615 | TotalAmt |
| Program Services | $1,909,455 | ProgramServicesAmt |
| Management And General | $84,160 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $932,622 | TotalAmt |
| Program Services | $931,842 | ProgramServicesAmt |
| Management And General | $780 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $651,141 | TotalAmt |
| Program Services | $631,594 | ProgramServicesAmt |
| Management And General | $19,547 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $574,509 | TotalAmt |
| Program Services | $183,107 | ProgramServicesAmt |
| Management And General | $391,402 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,303,561 | TotalAmt |
| Program Services | $1,796,695 | ProgramServicesAmt |
| Management And General | $506,866 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,329 | TotalAmt |
| Program Services | $43,329 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Activities Expense | $1,838,621 | $1,734,446 | $104,175 |
| Change in Allowance/Dis | $1,313,723 | $1,313,723 | |
| Repairs & Maintenance | $931,101 | $931,089 | $12 |
| Public Affairs | $818,556 | $818,556 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,579,421 | TotalAmt |
| Program Services | $1,474,138 | ProgramServicesAmt |
| Management And General | $105,283 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,049,256 | TotalAmt |
| Program Services | $55,246,998 | ProgramServicesAmt |
| Management And General | $2,492,120 | ManagementAndGeneralAmt |
| Fundraising | $4,310,138 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,753,193 | BOYAmt |
| EOY | $12,828,463 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $608,136 | BOYAmt |
| EOY | $489,900 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,238,829 | BOYAmt |
| EOY | $8,779,599 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $241,941 | BOYAmt |
| EOY | $301,665 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,359 | BOYAmt |
| EOY | $40,874 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $401,269 | BOYAmt |
| EOY | $394,133 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,992,596 | BOYAmt |
| EOY | $2,199,450 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $105,321,962 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $35,046,623 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,160,396 | BOYAmt |
| EOY | $70,275,339 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,605,819 | BOYAmt |
| EOY | $48,353,259 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,817,449 | BOYAmt |
| EOY | $2,730,449 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $781,128 | BOYAmt |
| EOY | $790,571 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $133,640,115 | BOYAmt |
| EOY | $147,183,702 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,043,972 | BOYAmt |
| EOY | $6,520,864 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,692 | BOYAmt |
| EOY | $11,692 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,756,567 | BOYAmt |
| EOY | $3,566,838 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,655,693 | BOYAmt |
| EOY | $4,822,266 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $550,073 | BOYAmt |
| EOY | $678,292 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $7,000,284 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,875,040 | BOYAmt |
| EOY | $9,712,386 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,149,400 | BOYAmt |
| EOY | $4,410,534 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,042,437 | BOYAmt |
| EOY | $36,723,156 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,611,507 | BOYAmt |
| EOY | $59,563,296 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,004,851 | BOYAmt |
| EOY | $11,044,224 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,981,320 | BOYAmt |
| EOY | $39,853,026 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $108,597,678 | BOYAmt |
| EOY | $110,460,546 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $133,640,115 | BOYAmt |
| EOY | $147,183,702 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $11,528,532 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$8,572,076 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$921,701 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | -$171,887 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Funds And Other Accounts Held | 1 | FundsAndOtherAccountsHeldCnt |
| Funds And Other Accounts Contri | $0 | FundsAndOtherAccountsContriAmt |
| Funds And Other Accounts Grants | $49,618 | FundsAndOtherAccountsGrantsAmt |
| Funds And Other Accounts Vl EOY | $992,195 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $189,347 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $50,035,030 | BeginningYearBalanceAmt |
| Contributions | $3,049,111 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,413,717 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $516,948 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,520,307 | OtherExpendituresAmt |
| End Year Balance | $49,633,169 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $43,309,896 | BeginningYearBalanceAmt |
| Contributions | $11,919,245 | ContributionsAmt |
| Investment Earnings Or Losses | $1,077,995 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $592,603 | GrantsOrScholarshipsAmt |
| Other Expenditures | $5,679,503 | OtherExpendituresAmt |
| End Year Balance | $50,035,030 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $36,440,103 | BeginningYearBalanceAmt |
| Contributions | $2,181,788 | ContributionsAmt |
| Investment Earnings Or Losses | $5,395,197 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $404,670 | GrantsOrScholarshipsAmt |
| Other Expenditures | $294,828 | OtherExpendituresAmt |
| End Year Balance | $43,317,590 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $34,378,457 | BeginningYearBalanceAmt |
| Contributions | $965,426 | ContributionsAmt |
| Investment Earnings Or Losses | $1,940,558 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $407,165 | GrantsOrScholarshipsAmt |
| Other Expenditures | $437,173 | OtherExpendituresAmt |
| End Year Balance | $36,440,103 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $34,181,341 | BeginningYearBalanceAmt |
| Contributions | $765,303 | ContributionsAmt |
| Investment Earnings Or Losses | $248,771 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $546,655 | GrantsOrScholarshipsAmt |
| Other Expenditures | $270,303 | OtherExpendituresAmt |
| End Year Balance | $34,378,457 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.13060 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.80300 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.06640 | 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 | $1,031,506 | OtherCostOrOtherBasisAmt |
| Book Value | $1,031,506 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $68,279,915 | OtherCostOrOtherBasisAmt |
| Depreciation | $21,114,276 | DepreciationAmt |
| Book Value | $47,165,639 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,559,191 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,431,188 | DepreciationAmt |
| Book Value | $2,128,003 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $2,164,541 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $22,286,809 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,501,159 | DepreciationAmt |
| Book Value | $19,950,191 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $70,275,339 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Annuities Payable | $2,173,399 |
| Government Grants Refundable | $1,457,532 |
| Unitrust Payments Due Grantors | $779,603 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $4,410,534 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $64,986,803 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$8,572,076 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$1,447,608 | OtherRevenueAmt |
| Revenue Not Reported | -$10,019,684 | RevenueNotReportedAmt |
| Revenue Subtotal | $75,006,487 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$1,428,699 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$1,428,699 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $73,577,788 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $62,202,234 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $1,438,236 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,438,236 | ExpensesNotReportedAmt |
| Expenses Subtotal | $60,763,998 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $1,285,258 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,285,258 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $62,049,256 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part III, Line 4: | All gifts are subject to prior review and approval by the board. Gifts received help to further higher education by serving academic, religious, and cultural needs of the students. |
| Part IV, Line 2b: | University of Mary chartered clubs, student academic associations, and approved faculty and staff associations have established university agency accounts. |
| Part V, Line 4: | Permanently Restricted and Board Restricted Endowments - Income from these funds is used to help further the exempt purpose of the university. Loan Fund Endowments - Used to loan students money on a short term basis until financial aid comes through. Typically, the loans are only outstanding for a week or so. Family Fund Endowments - To benefit various non-profit organizations specified by the donor including the university. As per the financial statements the beginning balance of the Endowment net assets changed by -$921,701 due to improper classification of endowment investment income. |
| Part X, Line 2: | The University is a nonprofit organization and has been recognized by the Internal Revenue Service (IRS) as exempt from federal income taxes under Section 501(c)(3). The University is annually required to file a Return of Organization Exempt from Income Tax (Form 990) with the IRS. In addition, the entities are subject to income tax on net income that is derived from business activities that are unrelated to their exempt purposes. The University has deteremined it is not subject to unrelated business income tax and has not filed an Exempt Organization Business Income Tax Return (Form 990-T) with the IRS. The University believes that it has appropriate support for any tax positions taken affecting its annual filing requirements, and as such, does not have any uncertain tax positions that are material to the financial statements. The entities would recognize future accrued interest and penalties related to unrecognized tax benefits and liabilities in income tax expense if such interest and penalties are incurred. While preparing the Form 990, it was discovered the University would have a Form 990-T filing requirement and as a result is filing a 990-T for the year ending June 30, 2016. |
| Part XI, Line 2d - Other Adjustments: | Actuarial Gains - Unitrust 114,733. Actuarial Losses - Annuities -290,163. Pledge Rec Allow/Disc Recorded in Revenues for Financials -1,285,258. Book Income: Dakota Upreit 13,080. |
| Part XI, Line 4b - Other Adjustments: | Cost of Sales Expense Recorded in Revenues for Tax Return -1,438,236. Tax Income: Dakota Upreit 7,397. Tax Income: Starion 278. Tax Loss: OneOK Partners -1,249. Tax Income: Enterprise Products Partners 1,423. Tax Income: Buckeye Partners 1,688. |
| Part XII, Line 2d - Other Adjustments: | Cost of Sales Expense Recorded in Revenues for Tax Return 1,438,236. |
| Part XII, Line 4b - Other Adjustments: | Pledge Rec Allow/Disc Recorded in Revenues for Financials 1,285,258. |
| Schedule D, Part I: | See Schedule I for additional information. |
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 | 0 | 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 | 0 | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule E, Part I, Line 3 | The University does routinely publicize its policy through newspaper including job opening advertisements. The University does make the policy accessible to the public through its website. The University does not routinely publicize its policy through broadcast media currenlty, but it plans to in the future. |
| Schedule E, Part I, Line 6 | The University receives Title IV funds and trio funds and administers the use of those funds. |
| Schedule E, Part I, Line 7 | 4.03 - The University does not publicize its policy through newspaper or broadcast media. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | EUROPE | RegionTxt |
| Offices | 1 | OfficesCnt |
| Employee | 4 | EmployeeCnt |
| Type Of Activities Conducted | Foreign University Campus | TypeOfActivitiesConductedTxt |
| Specific Services Provided | University Studies | SpecificServicesProvidedTxt |
| Region Total Expenditures | $628,523 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 1 | SubtotalOfficesCnt |
| Subtotal Employees | 4 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 1 | TotalOfficeCnt |
| Total Employee | 4 | TotalEmployeeCnt |
| Subtotal Spent | $628,523 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $628,523 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, line 3: | FormAndLineReferenceDesc |
| Explanation | Accrual Basis Accounting | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| The Pelican Group | ||||||||
| 44050 Ashburn Plaza Ste 195-723 | Ashburn | VA | 20147 | Professional Fundraising | 0 | $10,350,097 | $3,521,849 | $6,828,248 |
| Alethes Media Group LLC | ||||||||
| 525-K East Market St Ste 293 | Leesburg | VA | 20176 | Consulting on Direct Mail Professional Fundraising | 0 | $46,392 | $36,000 | $10,392 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $10,396,489 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $3,557,849 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $6,838,640 | TotalNetToOrganizationAmt |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | DE | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | ID | LicensedStatesCd |
| Licensed States | IN | LicensedStatesCd |
| Licensed States | IA | LicensedStatesCd |
| Licensed States | MT | LicensedStatesCd |
| Licensed States | NE | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | SD | LicensedStatesCd |
| Licensed States | TX | LicensedStatesCd |
| Licensed States | VT | LicensedStatesCd |
| Licensed States | WY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule G, Part I: | FormAndLineReferenceDesc |
| Explanation | The University of Mary has engaged The Pelican Group in a three year contract for Mission Advancement Services, which includes training and development for the University Mission Advancement personnel and executing the Vision 2030 strategic plan. The Pelican Group does not do direct solicitations on behalf of the University. The $5 million down payment paid to the Pelican Group reported on line 2b(v) of schedule G was a cash payment which will be amortized over the life of the contract. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| Bismarck Mandan Chamber Foundation | |||||||
| 1640 Burnt Boat Dr | Bismarck | ND | 58501 | 263807225 | 501c3 | $80,000 | General Operating |
| Bismarck Parks & Recreation | |||||||
| 400 E Front Ave | Bismarck | ND | 58504 | 450409352 | government | $5,000 | General Operating |
| Fellowship of Catholic University Students | |||||||
| PO Box 33656 | Denver | CO | 80233 | 841522811 | 501c3 | $63,500 | General Operating |
| God's Child Project | |||||||
| PO Box 1843 | Bismarck | ND | 58502 | 450422423 | 501c3 | $12,475 | General Operating |
| Light of Christ Catholic Schools of Excellence | |||||||
| 1025 N 2nd St | Bismarck | ND | 58501 | 460581758 | 501c3 | $27,200 | General Operating |
| Pontifical North American College | |||||||
| 3211 4th St NE | Washington | DC | 20017 | 237201921 | 501c3 | $8,000 | General Operating |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 6 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (53 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| Volleyball | 14 | $163,807 |
| Women's Tennis | 7 | $34,000 |
| Women's Softball | 17 | $141,409 |
| Football | 71 | $627,618 |
| Wrestling | 13 | $70,994 |
| Men's Basketball | 15 | $231,744 |
| Women's Basketball | 16 | $215,050 |
| Men's Track | 20 | $135,000 |
| Women's Track | 24 | $214,660 |
| Baseball | 27 | $104,000 |
| Men's Soccer | 14 | $135,426 |
| Women's Soccer | 21 | $195,000 |
| Fifth Year | 6 | $25,000 |
| Music | 81 | $114,825 |
| Student Activities Scholarships | 18 | $9,000 |
| UM Nursing Tuition Grant | 30 | $0 |
| National Guard Waiver | 40 | $30,336 |
| Military Scholarship | 88 | $242,706 |
| Veteran's Yellow Ribbon | 5 | $3,489 |
| Presidential | 1232 | $5,564,697 |
| Catholic Scholars | 192 | $1,062,481 |
| Honors Day | 25 | $126,888 |
| Catholic Educators | 58 | $186,657 |
| SSS Merit Scholarship | 86 | $45,950 |
| Pacesetter Grant | 77 | $39,280 |
| Phi Theta Kappa | 43 | $235,000 |
| Freedom Plan | 18 | $89,330 |
| SSS Book Grant | 108 | $8,200 |
| CIC - T&P | 1 | $15,440 |
| Donated Scholarships | 5 | $21,500 |
| Business Partnership Scholarship | 117 | $140,339 |
| UM Need-Based Grant | 200 | $334,289 |
| Student Teacher Training | 27 | $34,100 |
| Cultural Diversity Scholarship | 1 | $15,440 |
| Newman Academic Scholarship | 32 | $295,883 |
| Aquinas Scholarship | 22 | $42,750 |
| St. Benedict Scholarship | 6 | $15,250 |
| St. Christopher Scholarship | 5 | $4,500 |
| Auxiliary Scholarship | 7 | $7,850 |
| Continuing Catholic Educ. Scholarship | 3 | $4,635 |
| Community Commitment | 59 | $29,500 |
| Ecclesia | 15 | $9,050 |
| Next Step | 24 | $41,250 |
| St. Scholastica Scholarship | 19 | $14,282 |
| CHI Futue Healthcare Leader Scholarship | 36 | $79,500 |
| Summer Start Scholarship | 128 | $46,930 |
| Bioethics Scholarship | 2 | $1,000 |
| Catholic Non-Trad Graduate Scholarship | 2 | $1,156 |
| ECOWEB Scholarship | 2 | $18,000 |
| CHI St. Alexius Partnership Scholarship | 23 | $33,220 |
| Indian Mission Gratitude MBA Scholarship | 1 | $400 |
| YRC Summer Grant Replacement Scholarship | 13 | $32,959 |
| Catholic Bishop's Scholarship | 6 | $8,250 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 2: | The University is contributing funds to charitable oganizations in accordance with endowment agreements that govern the distribution of the underlying funds. The University also verifies that the grants given to the charitable organization are for the benefit of individual students for scholarships. |
| Form 990, Schedule I, Part III: | Student awards, grants and loans are awarded on basis of need. Scholarships are awarded based upon need and academic or special achievements. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | 0 | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | 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 (3 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 Harold J Miller | ||||||||||||||
| Trustee | $167,405 | $0 | $0 | $0 | $618 | $0 | $13,830 | $0 | $11,744 | $0 | $193,597 | $0 | $0 | $0 |
| Gregory Vetter-TreasJan-June | ||||||||||||||
| Executive VP/Chief of Staff | $172,996 | $0 | $0 | $0 | $0 | $0 | $14,473 | $0 | $20,064 | $0 | $207,533 | $0 | $0 | $0 |
| Patrick O'Meara | ||||||||||||||
| V.P. for Mission Advancemen | $128,825 | $0 | $0 | $0 | $20,213 | $0 | $0 | $0 | $13,059 | $0 | $162,097 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 1a | The President is required to live in the President's House on campus. The President and Chairman Emeritus (who is also the former president) both receive various minor personal services for convenience such as automotive maintenance or minor housekeeping. These are nontaxable benefits and not reported as taxable compensation. |
| Part I, Line 1b | In 2009, the Board of Trustees voted that it was in the interests and convenience of the University to maintain president's housing on campus and therefore established a residence for the president. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Morton County North Dakota | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 456002226 | BondIssuerEIN |
| Bond Issued | 2011-08-15 | BondIssuedDt |
| Issue Price | $7,500,000 | IssuePriceAmt |
| Purpose | Campus-wide energy saving building improvements & campus renovations | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $2,677,734 | RetiredAmt |
| Total Proceeds | $7,500,000 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $35,000 | IssuanceCostsFromProceedsAmt |
| Capital Expenditures | $7,465,000 | CapitalExpendituresAmt |
| Substantial Completion | 2013 | SubstantialCompletionYr |
| Current Refunding | 0 | CurrentRefundingInd |
| Advance Refunding | 0 | AdvanceRefundingInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00000 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | Yes (1) | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Date Rebate Computation Performed | Issuer Name: Morton County, North Dakota Date the Rebate Computation was Performed: 06/30/2013 |
| Schedule K, Part II, Line 1: | Bonds Retired - The 2011 Revenue Note matures in 2018. The amount on line 1 represents the amount of principal reduction of the underlying note payable to the financial institutions rather than actual retirement of bonds of the issue. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| United Printing | |||
| Board member Joseph Hauer is the President of United Printing | $104,302 | University of Mary has a business relationship with United Printing | 0 |
| J&L Development | |||
| Board member Joseph Hauer is the owner of J&L Development | $180,000 | University of Mary pays rent to J&L Development | 0 |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $9,868 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 13 | ContributionCnt |
| Noncash Contributions Rpt F990 | $858,869 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Securities Closely Held Stock SecuritiesCloselyHeldStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $25,814 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Appraisal | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Piano | 1 | $17,000 | FMV |
| Yes (X) | Trailer/Trailer Wrap | 2 | $13,050 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 33: | FormAndLineReferenceDesc |
| Explanation | Starion Bancorporation stock was received in satisfaction of a pledge made in prior years. Since the pledge was reported in a prior year, this stock donation is not included in the Statement of Revenue or Schedule B. MDU stock was received in satisfaction of a pledge made in prior years. Since the pledge was reported in a prior year, this stock donation is not included in the Statement of Revenue or Schedule B. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (14 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 1: | It takes its tone from the commitment of the Sisters of Annunciation Monastery. These Sisters founded the University in 1959 and continue to sponsor it today. It is Christian, it is Catholic, and it is Benedictine. We cherish our Christian, Catholic, Benedictine identity; we welcome and serve persons of all faiths. We are faithfully Christian. As a Christian university, we strive to accomplish our mission in faithfulness to the Gospel of Jesus Christ. We regard each human person as created in the image and likeness of God, gifted with life and dignity. We seek to be agents of cultural renewal in our time and place, courageous advocates for justice and peace. Our Christian commitment is born from and sustained by the encounter of the Risen Lord, who came not to be served but to serve. As He humbly washed the feet of His disciples on the night before He died, so we seek to serve one another. We are faithfully Christian. We are joyfully Catholic. As a Catholic university, we joyfully draw our life from the heart of the Church, identifying with the ancient tradition which gave rise to the first universities in medieval Europe. This Catholic intellectual tradition proposes an integrated spiritual and philosophical approach to the most enduring questions of human life. Thus we seek to advance the vital dialogue between faith and reason, while acknowledging the proper autonomy of the arts, sciences, and professions. A university is a place for the free exchange of ideas, and so we warmly welcome students and faculty of many faiths and convictions. At the same time, our common discourse ever takes place in a spirit of authentic respect for Catholic teaching and practice. We acknowledge the Catholic faith as a path to moral integrity and personal holiness. We are joyfully Catholic. We are gratefully Benedictine. As a Benedictine university, we remember with gratitude the Benedictine Sisters who came to Dakota Territory in 1878, bringing ministries of teaching and healing. This community of Sisters would become our founders and sponsors and, through them, we share in the 1500-year-old heritage of the Benedictines. Inspired by lives of prayer, community, and service, Saint Benedict and his spiritual followers through the ages have been a stable source of tremendous good in the world: renewing the Church, preserving learning, cultivating wisdom, modeling humane virtues of balance and generosity. The life of our Sisters shapes our life. We are gratefully Benedictine. |
| Form 990, Part VI, Section A, line 1 | The President of the University shall be an ex officio member of the Board of Trustees. The President shall not vote on matters concerning or related to 1) the appointment of a successor, 2) the President's compensation, or 3) matters affecting the President's own interest, in accordance with Article X, Section 2, of the University's Bylaws. The President shall cease to be a trustee when no longer holding that position. |
| Form 990, Part VI, Section A, line 1 | Standing Committees: The corporation shall establish and maintain as standing committees a Trusteeship Committee, an Audit Committee, a Public Affairs and Mission Advancement Committee, and an Executive Committee. A. Trusteeship Committee: The Trusteeship Committee shall be appointed annually by the President of the Board (prioress). The committee shall consist of four (4) trustees, which includes the president of the university as an ex-officio member of the committee. Such trusteeship committee shall recommend to the corporate membership names and qualifications for consideration to fill any positions on the board of trustees. After approval by the corporate membership, the trusteeship committee submits to the board of trustees nominees for election to the board. In addition, the committee shall recommend to the board a slate of candidates for chair, vice chair, and secretary. A majority vote of the total board of trustees currently serving is required for election of a trustee or an officer. The committee shall develop and administer a program of orientation for newly appointed trustees. B. Executive Committee: The chair of the board of trustees, in consultation with the president of the board (prioress), the president of the university, and other trustees shall appoint the executive committee at the annual meeting. The executive committee shall consist of nine (9) trustees, to include the chair of the board, the president of the board (prioress), four additional members of the corporation and three additional trustees. Serving as the principal liaison to the board of trustees, the president of the university shall be present ex officio without a vote and not to be counted for a quorum. A quorum of the executive committee is a majority of the trustees serving on the executive committee. To constitute a valid quorum, the quorum must include four (4) members of the corporation. A quorum of the executive committee is required to transact business. If a quorum is not present at a meeting, a majority of those present may adjourn the meeting without further notice. The executive committee shall meet as often as necessary to conduct its business as determined by the chair and the president of the university. There shall be at least two (2) regular meetings of the executive committee annually. In collaboration with the president of the university, the duties of the executive committee shall include the following: -Making decisions that have been delegated by the full board -Taking action on emergency matters which cannot or should not be deferred to the board's next scheduled meeting -Performing initial assessment of the President of the University annually -Performing such duties as described in its statement of operation The Executive Committee shall act on behalf of the board between meetings except on the following matters: -Selection and appointment of the President of the University -Selection of trustees and officers -Adoption of the annual budget -Conferral of degrees -Exercise of those powers reserved by the members of the corporation as provided in Article V. Section 3 of the University's bylaws Other Committees: After consultation and recommendation of the Board of Trustees, the Chair of the Board of Trustees shall designate and appoint committees to facilitate the actions of the Board of Trustees, enabling it to function more efficiently and effectively. Each committee shall have, subject to the approval of the Board of Trustees, a statement of operation prescribing the purposes, goals and responsibilities of the committee. Other committees that currently exist are: -Investment Committee -Finance Committee -Enrollment Services Committee -Academic Affairs and Student Life Committee -Public Affairs and Mission Advancement Committee |
| Form 990, Part VI, Section A, line 2 | Family and Business Relationships - 1. Board Members Bill Clairmont and John Simmons have a business relationship. 2. Board Members Bill Daniel, Greg Vetter, and Tim Hennessy have a business relationship. |
| Form 990, Part VI, Section A, line 6 | Members - Membership of the corporation shall consist of those sisters serving in the sponsorship group as established from time to time by the monastic community known as the Benedictine Sisters of the Annunciation, BMV, who have made their perpetual monastic profession. |
| Form 990, Part VI, Section A, line 7a | Powers shared with Board of Trustees - The following reserved powers shall be exercised by the members of the corporation and the board of trustees. The power of the board to act on any of these matters is subject to the requirement that the members of the corporation shall approve such action prior to the submission of the matter to a vote of the board of trustees. A. To approve any person to be elected to serve on the board of trustees or to remove any trustee if this action is indicated. B. To approve a new candidate appointed to serve as president of the university. |
| Form 990, Part VI, Section A, line 7b | Powers Reserved to Corporation Members - Exercise of the following powers shall be reserved solely to corporation members to: A. Approve any change in the sponsorship, reserved powers or mission of the university as an institution founded on christian, catholic, and benedictine tradition. B. Approve the sale or encumbrance of all or substantially all of the assets or property of the corporation. C. Approve the merger, liquidation or dissolution of the corporation. D. Amend, alter or repeal the articles of incorporation or the bylaws of the corporation. E. Change the name of the corporation. |
| Form 990, Part VI, Section B, line 11 | Upon receipt of the draft Form 990, the organization will review the 990 and provide a public disclosure copy to the board for review. The board comments are provided to the organization and any resulting changes are included in the final Form 990. |
| Form 990, Part VI, Section B, line 12c | The board of directors completes a conflict of interest questionnaire each year. No member, trustee, officers or committee member shall be disqualified from holding any position by reason of any interest, but any conflict of interest must be disclosed to the board of trustees at the earliest practical time. A member, trustee, officer or committee member shall be considered to have a conflict of interest if such person (a) has an existing or potential financial or other interest which impairs or might reasonably appear to impair such person's independent unbiased judgment in the discharge of responsibilities to the corporation, or (b) is aware that an immediate family member or any organization in which such person, or an immediate family member, is an officer, director, employee, member, partner, trustee, or controlling stockholder has such existing or potential financial interests. A trustee does not have a conflict of interest in acting on a resolution fixing the compensation of any trustee, officer, employee, or agent of the corporation. No member, trustee or committee member shall vote on any matter under consideration in which such person has a conflict of interest, and shall not be counted as a part of the quorum for the vote on the matter. The minutes of such meeting shall reflect that a disclosure was made and that the person abstained from voting. Any member, trustee or committee member who is uncertain whether there is a conflict of interest in any matter may request the membership, the board or committee to determine whether a conflict of interest exists and resolve the question by majority vote. |
| Form 990, Part VI, Section B, line 15a | The president's salary is reviewed annually by the independent board. The University uses the Jaffe Salary Survey as well as CUPA Salary Reports (College and University Professional Association) to obtain comparable data from other midwestern universities. The information is documented in a letter noting that the board has accepted and approved the salary change. The top financial official's salary is currently reviewed and approved by the president annually. The same Jaffe Salary Survey and CUPA Salary Report is used for comparable data. The percentage increase is documented in an employment contract, but not in the board meeting minutes. |
| Form 990, Part VI, Section C, line 19 | The University provides its governing documents, conflict of interest policy and financial statements upon specific request. |
| Part VII: | The President, Monsignor James P. Shea, is required to live in a residence at the campus. The Board of Trustees, with his understanding and approval, has set his salary below market because he is a cleric. |
| Form 990, Part XI, line 9: | Actuarial Gains - Unitrust 114,733. Actuarial Losses - Annuities -290,163. Book/Tax Difference: Dakota Upreit 5,683. Book/Tax Difference: Starion -278. Book/Tax Difference: OneOK Partners 1,249. Book/Tax Difference: Buckeye Partners -1,688. Book/Tax Difference: Enterprise Products -1,423. |
| Form 990, Part XI, Line 8: | As a result of audit procedures, misstatements were identified relating to the improper recording of deposits held in custody for others and net assets. The University restated its previously issued financial statements to appropriately reflect the June 30, 2015 deposits held in custody for others and net assets at beginning of year. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Benedictine Sisters of the Annunciation BMV | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7520 University Drive | AddressLine1Txt |
| City | Bismarck | CityNm |
| State Abbreviation | ND | StateAbbreviationCd |
| ZIP | 58504 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 450261530 | EIN |
| Primary Activities | Religious Purposes | PrimaryActivitiesTxt |
| Legal Domicile State | ND | 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 | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |