2015-02-10T16:31:31-06:00 2014-06-30 410746749 CLIFTONLARSONALLEN LLP 818 SECOND ST SO SUITE 320 WAITE PARK MN 56387 990 2013-07-01 416057644 INSTITUTE FOR ECUMENICAL & CULTURAL RESEARCH INST 3203633366 PO BOX 2000 COLLEGEVILLE MN 56321 DONALD OTTENHOFF EXECUTIVE DIRECTOR 3203633366 2015-02-10 1 CHRISTINE M STANZ P01319765 3202035500 2015-01-27 2013 2016-02-25 16:41:14Z DONALD OTTENHOFF PO BOX 2000 COLLEGEVILLE MN 56321 2231965 0 X WWW.COLLEGEVILLEINSTITUTE.ORG X 1967 MN TO ENCOURAGE ECUMENICAL AND CULTURAL RESEARCH 29 29 10 40 0 0 1902685 1652163 16454 20300 1128177 475678 14125 1754 3061441 2149895 31120 60923 0 0 516402 557782 0 0 29406 519940 523918 1067462 1142623 1993979 1007272 10774922 12256312 81445 92514 10693477 12163798 X THE INSTITUTE FOR ECUMENICAL AND CULTURAL RESEARCH IS AN INDEPENDENT CORPORATION ON THE GROUNDS OF ST. JOHN'S ABBEY AND UNIVERSITY. THE INSTITUTE PROVIDES A RESIDENTIAL CENTER FOR SCHOLARS OF DIFFERENT RELIGIOUS AFFILIATIONS AND THEIR FAMILIES TO ENGAGE IN RESEARCH AND DIALOG WITH EACH OTHER, WITH THE FATHERS AND BROTHERS OF ST. JOHN'S ABBEY, AND WITH THE SISTERS OF ST. BENEDICT MONASTERY, TO DISPEL RELIGIOUS IGNORANCE AND TO PROMOTE BETTER UNDERSTANDING AND HARMONY. 1 1 419011 60923 ECCLESIAL LITERATURE PROJECT: WRITING WORKSHOPS ARE HELD THROUGHOUT THE YEAR, MAINLY IN THE SUMMER. IN A HIGHLY COMPETITIVE APPLICATION PROCESS 12 WRITERS ARE INVITED TO SPEND A WEEK-LONG SESSION WITH A WELL-KNOWN WRITER AND PEERS IN A WRITING ENVIRONMENT THAT OFTEN TIMES PRODUCES PUBLISHED WORK. DURING THE FISCAL YEAR, 7 WRITING WORKSHOPS WERE CONDUCTED WITH A TOTAL OF 84 PARTICIPANTS. 328582 COLLEGEVILLE INSTITUTE SEMINARS: SEMINARS ON VOCATION AND FAITH IN THE PROFESSIONS WHICH EXAMINE THE QUESTION OF HOW CHRISTIANS, EMPLOYED IN VARIOUS PROFESSIONS UNDERSTAND THEIR WORK AS A CHRISTIAN VOCATION AND THE WAYS IN WHICH THEIR FAITH INFLUENCES THEIR PRACTICE AND THEIR PRACTICE INFLUENCES THEIR FAITH, AND PROFESSION. SEMINARS ON INTEGRATION IN THEOLOGICAL EDUCATION AND MINISTRY IS TO INCREASE UNDERSTANDING AND RESOURCES ABOUT INTEGRATION AMONG THEOLOGICAL EDUCATORS. DURING THE FISCAL YEAR, 3 SEMINARS WERE CONDUCTED WITH A TOTAL OF 20 PARTICIPANTS. 95167 COLLEGEVILLE INSTITUTE FELLOWS PROGRAM:THE COLLEGEVILLE INSTITUTE FELLOWS PROGRAM AIMS TO ASSIST PASTORS TO EXPAND THE SCOPE OF THEIR WORK AND TO HELP THEM SPEAK IN AN INFORMED AND ARTICULATE MANNER ABOUT PUBLIC ISSUES. 160950 20300 OTHER PROGRAM SERVICES INCLUDE PRIMARILY A BOOK PROJECT AND A RESIDENT SCHOLARS PROGRAM. 160950 20300 1003710 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 45 0 10 1 0 0 0 0 0 0 0 0 0 0 0 X 29 29 1 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MN X ELISA SCHNEIDER 3203633366 PO BOX 2000 COLLEGEVILLE MN 56321 JAMES ALBERTS BOARD MEMBER 1.00 X 0 0 0 KATHI AUSTIN MAHLE BOARD MEMBER 1.00 X 0 0 0 PAUL BASSETT BOARD MEMBER 1.00 X 0 0 0 LUIGI BERTOCHHI BOARD MEMBER 1.00 X 0 0 0 BILL CAHOY BOARD MEMBER 1.00 X 0 0 0 CYNTHIA CAMPBELL THRU MAR 2014 BOARD MEMBER 1.00 X 0 0 0 HAL DRAGSETH BOARD MEMBER 1.00 X 0 0 0 JOEL ELFTMANN BOARD MEMBER 1.00 X 0 0 0 LESLIE GREEN BOARD MEMBER 1.00 X 0 0 0 GRANT GRISSOM BOARD MEMBER 1.00 X 0 0 0 JEFFREY GROS FSC THRU MAR 2014 BOARD MEMBER 1.00 X 0 0 0 MONA HANFORD BOARD MEMBER 1.00 X 0 0 0 MARY MCNAMARA THRU MAR 2014 BOARD MEMBER 1.00 X 0 0 0 KITA MCVAY BOARD MEMBER 1.00 X 0 0 0 HARRY PAPPAS BOARD MEMBER 1.00 X 0 0 0 M SUSAN PETERSON BOARD MEMBER 1.00 X 0 0 0 MARY E PICKARD BOARD MEMBER 1.00 X 0 0 0 GARY REIERSON BOARD MEMBER 1.00 X 0 0 0 BRUCE ROBBINS BOARD MEMBER 1.00 X 0 0 0 THERESA SCHUMACHER OSB BOARD MEMBER 1.00 X 0 0 0 CLYDE STECKEL BOARD MEMBER 1.00 X 0 0 0 CAROL MCGEE STILES BOARD MEMBER 1.00 X 0 0 0 ROBINA WINBUSH BOARD MEMBER 1.00 X 0 0 0 MARY BEDNAROWSKI CHAIR 1.00 X X 0 0 0 DARRELL JODOCK VICE CHAIR 1.00 X X 0 0 0 LINDA HOESCHLER SECRETARY/TREASURER 1.00 X X 0 0 0 JOHN KLASSEN OSB EX OFFICIO 1.00 X 0 0 0 KILIAN MCDONNELL OSB EX OFFICIO, PRESIDENT 1.00 X 0 0 0 MICHAEL HEMESATH EX OFFICIO 1.00 X 0 0 0 DONALD OTTENHOFF EXECUTIVE DIRECTOR 40.00 X 123457 0 11194 KATHLEEN CAHALAN GRANT/PROGRAM DIRECTOR 40.00 X 101784 0 2273 225241 0 13467 2 0 0 0 0 2500 1649663 10818 1652163 RESIDENCY 900099 20300 20300 20300 90036 90036 467712 82070 385642 385642 385642 MISCELLANEOUS 900099 1754 1754 1754 2149895 20300 0 477432 60923 60923 138362 103772 20754 13836 356689 322564 26937 7188 8467 5412 2411 644 21699 21046 365 288 32565 27716 3406 1443 23000 1150 20700 1150 11436 572 10292 572 911 911 4360 4338 22 22507 19492 1761 1254 2659 2659 41925 37852 4073 32910 29840 2558 512 269687 262131 5037 2519 625 625 42309 38078 4231 10299 9269 1030 REPAIRS/MAINTENANCE 39893 36201 3692 PUBLICATIONS 10154 10154 SECURITY/FIRE 7017 6315 702 SPONSORSHIPS 4226 4226 1142623 1003710 109507 29406 4790769 5285224 9418 16055 26016 41699 1221945 539907 717764 682038 5230955 6231296 10774922 12256312 52802 66323 28643 26191 81445 92514 X 1530995 1726126 7273055 8548245 1889427 1889427 10693477 12163798 10774922 12256312 X 1007272 469946 -6897 X 0 1 X 1 0 X X X X 0 0 0 ORDER OF ST BENEDICT 410693973 1 1 1 1 2500 SIS OF THE ORDER OF ST BEN 410695523 1 1 1 1 0 2 2500 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5430754 102786 885513 167873 6251180 4355595 646354 584781 155976 5430754 4323521 925 31149 4355595 3659724 796975 133178 4323521 3178506 580024 98806 3659724 0.14150 0.30230 0.55620 0 0 967697 377192 590505 32899 18580 14319 221349 144135 77214 682038 UNITRUST PAYABLE 16591 ASSET RETIREMENT OBLIGATION 9600 26191 X 2612944 469946 -6897 463049 2149895 0 2149895 1142623 0 1142623 0 1142623 PART V, LINE 4: THE INSTITUTE'S ENDOWMENT FUNDS ARE INTENDED TO BE USED TO FUND INSTITUTE PROGRAM INITIATIVES AND SUPPORT THE INSTITUTE'S OPERATING BUDGET. PART X, LINE 2: THE INSTITUTE IS CLASSIFIED AS A TAX EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) AND IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(3) OF THE INTERNAL REVENUE CODE. THE INSTITUTE IS ALSO EXEMPT FROM MINNESOTA TAXES UNDER MINNESOTA STATUTE CHAPTER 290.05. THEREFORE, CONTRIBUTIONS TO THE INSTITUTE ARE CONSIDERED TAX DEDUCTIBLE. THE ORGANIZATION'S 2011-2013 TAX YEARS ARE OPEN FOR EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES. THE ORGANIZATION FILES AS A TAX-EXEMPT ORGANIZATION, SHOULD THAT STATUS BE CHALLENGED IN THE FUTURE, ALL YEARS SINCE INCEPTION WOULD BE SUBJECT TO REVIEW BY THE IRS. PART XI, LINE 2D - OTHER ADJUSTMENTS: ADJUSTMENT OF UNITRUST LIABILITY -6,897. 1 STIPENDS PAID TO WORKSHOP LEADERS AND PARTICIPANTS THROUGH COLLEGEVILLE INSTITUTE SEMINARS AND THE ECCLESIAL LITERATURE PROGRAM 16 60923 PART I, LINE 2: WE HAVE ESTABLISHED WITH LILLY ENDOWMENT ANNUAL REPORTING PROCEDURES. LILLY GETS BOTH A FINANCIAL STATEMENT AND A NARRATIVE REPORT REFLECTING WHAT WE DID BOTH PROGRAMMATICALLY AND FINANCIALLY EACH YEAR OF THE GRANT. THIS INFORMATION IS COLLECTED THROUGHOUT THE YEAR AND RETAINED FOR REPORTING REQUIREMENTS. FORM 990, PART III, LINE 2 ADDED THE COLLEGEVILLE INSTITUTE FELLOWS PROGRAM AND THE MATHERS BOOK PROJECT PROGRAM FORM 990, PART III, LINE 3 THE WAY THE WORLD IS - COSMOLOGY AND THE PRACTICE OF MINISTRY PROGRAM WAS COMPLETED. FORM 990, PART VI, SECTION A, LINE 1 AN EXECUTIVE COMMITTEE, COMPRISED OF THE OFFICERS OF THE BOARD, THE EX-OFFICIO MEMBERS, AND FOUR MEMBERS-AT-LARGE HAS AND EXERCISES THE AUTHORITY OF THE BOARD IN THE MANAGEMENT OF THE BUSINESS, PROPERTY, AND AFFAIRS OF THE CORPORATION IN THE INTERVALS BETWEEN MEETINGS OF THE BOARD BUT SUBJECT AT ALL TIMES TO THE CONTROL AND DIRECTION OF THE BOARD. THE MEMBERS-AT-LARGE OF THE EXECUTIVE COMMITTEE SHALL BE ELECTED BY THE BOARD OF DIRECTORS AT THE SAME TIME AS THE ELECTION OF OFFICERS. FORM 990, PART VI, SECTION A, LINE 2 DONALD OTTENHOFF, EXECUTIVE DIRECTOR, & KATHLEEN CAHALAN, PROGRAM/GRANT DIRECTOR, HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 7A THIRTY PERCENT OF THE BOARD OF DIRECTORS OTHER THAN EX OFFICIO DIRECTORS SHALL BE APPOINTED AND ELECTED BY THE ORDER OF ST. BENEDICT. TWENTY ONE PERCENT OF THE BOARD OF DIRECTORS OTHER THAN EX OFFICIO DIRECTORS SHALL BE APPOINTED AND ELECTED BY THE SISTERS OF THE ORDER OF ST. BENEDICT. THE ABBOT OF SAINT JOHN'S ABBEY AND THE PRESIDENT OF ST. JOHN'S UNIVERSITY ARE ALSO GIVEN VOTING MEMBERSHIP IN THE INSTITUTE'S BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11 ALL BOARD MEMBERS RECEIVED AN ELECTRONIC COPY OF THE 990 DRAFT PRIOR TO ITS FILING, ONCE APPROVED BY MANAGEMENT. BOARD MEMBERS WERE ASKED TO APPROVE OR DISAPPROVE THE DRAFT. UPON APPROVAL, THE 990 WAS FILED. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY BOARD MEMBERS ARE ASKED TO REPORT ON A CONFLICT OF INTEREST FORM ANY RELATIONSHIPS THAT MAY BE CAUSE FOR CONFLICT OF INTEREST. SHOULD A MEMBER REPORT A CONFLICT, IT IS REVIEWED BY THE EXECUTIVE COMMITTEE AND CONCERNS ARE DISCUSSED. PERSONS WITH CONFLICTS ARE NOT ALLOWED TO VOTE ON OR BE PRESENT FOR THE BOARD DELIBERATIONS ON MATTERS FOR WHICH THEY HAVE A CONFLICT OF INTEREST. ANY DECISIONS INVOLVING A MEMBER WITH A CONFLICT OF INTEREST ARE DOCUMENTED IN THE BOARD MEETING MINUTES. ALL BOARD MEMBERS ARE ASKED TO COMPLETE AND SIGN THIS FORM. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE EXECUTIVE DIRECTOR, TOP MANAGEMENT AND FINANCIAL OFFICIALS IS BASED ON RECOMMENDATIONS AND RESEARCH DONE BY THE ST. JOHN'S HUMAN RESOURCES OFFICE. AS LEASED EMPLOYEES, COMPENSATION FALLS UNDER THEIR JURISDICTION. HOWEVER, THE PERSONNEL COMMITTEE OF THE COLLEGEVILLE INSTITUTE OF ECUMENICAL AND CULTURAL RESEARCH CAN MAKE ADDITIONAL COMPENSATION RECOMMENDATIONS. THE LAST REVIEW WAS PERFORMED IN 2013. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS OF THE ORGANIZATION ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: ADJUSTMENT OF UNITRUST LIABILITY -6,897. ORDER OF ST BENEDICT PO BOX 31802 CR 159 COLLEGEVILLE MN 56321 410693973 BENEDICTINES IN SERVICE TO THE CHURCH AND THE WORLD MN 501(C)(3) LINE 1 N/A 0 SISTERS OF THE ORDER OF ST BENEDICT 104 CHAPEL LANE ST JOSEPH MN 56374 410695523 INSTITUTE OF ROMAN CATHOLIC WOMEN DEDICATED TO THE SERVICE OF GOD MN 501(C)(3) LINE 1 N/A 0 0 0 1 0 0 0 0 0 0 0 1 1 1 1 1 0 0 0 0