ST MARYS UNIVERSITY OF MINNESOTA: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- ST MARYS UNIVERSITY OF MINNESOTA (EIN 41-0695527)
- Tax period
- 2011-06-01 to 2012-05-31
- Filed
- 2013-03-11
- IRS object ID
- 201320709349300527
- Schema version
- 2011v1.5
- 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 I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-03-11T15:11:29-05:00 | Timestamp |
| Tax Period End Date | 2012-05-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390859910 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY VIRCHOW KRAUSE LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 SOUTH SIXTH STREET SUITE 2300 | AddressLine1 |
| City | MINNEAPOLIS | City |
| State | MN | State |
| ZIP Code | 55402 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-06-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 410695527 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST MARYS UNIVERSITY OF MINNESOTA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | STMA | NameControl |
| Phone | 5074571443 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 TERRACE HEIGHTS | AddressLine1 |
| City | WINONA | City |
| State | MN | State |
| ZIP Code | 559871399 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CYNTHIA MAREK | Name |
| Title | VP - FINANCIAL AFFAIRS | Title |
| Phone | 5074571443 | Phone |
| Date Signed | 2013-02-20 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LAWRENCE H MOHR CPA | Name |
| PTIN | P00447603 | PTIN |
| Phone | 6128764500 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | CYNTHIA MAREK | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 TERRACE HEIGHTS | AddressLine1 |
| City | WINONA | City |
| State | MN | State |
| ZIP Code | 55987 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 85165082 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.SMUMN.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1912 | YearFormation |
| State Legal Domicile | MN | StateLegalDomicile |
| Activity Or Mission Description | SAINT MARY'S UNIVERSITY OF MINNESOTA IS A PRIVATE, CATHOLIC INSTITUTION OFFERING COMPREHENSIVE UNDERGRADUATE AND GRADUATE PROGRAMS. 1,400 STUDENTS ARE ENROLLED IN THE RESIDENTIAL UNDERGRADUATE COLLEGE AT THE WINONA CAMPUS, ESTABLISHED IN 1912. 6,421 STUDENTS ARE ENROLLED IN THE SCHOOLS OF GRADUATE AND PROFESSIONAL PROGRAMS, WHICH OFFERS CERTIFICATES, BACHELOR AND SPECIALIST PROGRAMS, MASTERS DEGREES AND DOCTORAL PROGRAMS. THE UNIVERSITY DELIVERS EDUCATION TO ITS ADULT LEARNERS THROUGH CAMPUSES IN MINNEAPOLIS; WINONA, NAIROBI, KENYA; CENTERS IN APPLE VALLEY; ROCHESTER; OAKDALE; AND MINNETONKA AND AT NUMEROUS OTHER LOCATIONS IN MINNESOTA, WISCONSIN AND JAMAICA. SAINT MARY'S IS ACCREDITED BY THE HIGHER LEARNING COMMISSION AND IS A MEMBER OF THE NORTH CENTRAL ASSOCIATION. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 30 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 27 | NbrIndependentVotingMembers |
| Total Nbr Employees | 2343 | TotalNbrEmployees |
| Total Nbr Volunteers | 180 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 6507374 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 8640537 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 70622524 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 74923935 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 751734 | InvestmentIncomePriorYear |
| Investment Income Current Year | 657251 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 568132 | OtherRevenuePriorYear |
| Other Revenue Current Year | 439150 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 78449764 | TotalRevenuePriorYear |
| Total Revenue Current Year | 84660873 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 15507008 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 16415500 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 38647099 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 39552572 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1688000 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 22012187 | OtherExpensePriorYear |
| Other Expenses Current Year | 23411051 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 76166294 | TotalExpensesPriorYear |
| Total Expenses Current Year | 79379123 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2283470 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 5281750 | RevenuesLessExpensesCY |
| Total Assets BOY | 138774886 | TotalAssetsBOY |
| Total Assets EOY | 140881105 | TotalAssetsEOY |
| Total Liabilities BOY | 46886075 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 45643472 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 91888811 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 95237633 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | ENRICHED BY THE CATHOLIC, LASALLIAN HERITAGE, SAINT MARY'S UNIVERSITY OF MINNESOTA AWAKENS, NURTURES, AND EMPOWERS LEARNERS TO ETHICAL LIVES OF SERVICE AND LEADERSHIP. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 24711422 | Expense |
| Grants | 16415500 | Grants |
| Revenue | 65530396 | Revenue |
| Description | INSTRUCTION:SAINT MARY'S UNIVERSITY OF MINNESOTA HAS TWO PRIMARY ACADEMIC UNITS: THE COLLEGE AND THE SCHOOLS OF GRADUATE AND PROFESSIONAL PROGRAMS (SGPP). THE COLLEGE CONSISTS OF THE TRADITIONAL UNDERGRADUATE BACHELOR OF ARTS EXPERIENCE BASED ON THE WINONA CAMPUS. THE SGPP INCLUDES CONTINUING EDUCATION OFFERINGS, CERTIFICATE PROGRAMS, BACHELOR OF SCIENCE COMPLETION PROGRAMS, MASTER'S PROGRAMS, AN EDUCATION SPECIALIST PROGRAM, AND TWO DOCTORAL PROGRAMS. THE SGPP IS BASED ON BOTH THE TWIN CITIES AND WINONA CAMPUSES, WITH CENTERS IN ROCHESTER, APPLE VALLEY, MINNETONKA AND OAKDALE, MN. ACROSS THE 12-MONTH 2011-12 ACADEMIC YEAR THE COLLEGE ENROLLED 1,400 STUDENTS AND OFFERED 44,842 INSTRUCTIONAL ACTIVITY CREDIT HOURS. THE SGPP ENROLLED 6,421 STUDENTS ACROSS THE 2011-12 ACADEMIC YEAR AND OFFERED 69,582 INSTRUCTIONAL ACTIVITY CREDIT HOURS. THE UNIVERSITY EXPECTS TO MAINTAIN ENROLLMENT AT THE COLLEGE IN THE 2012-13 ACADEMIC YEAR AND DELIVER APPROXIMATELY 45,000 CREDIT HOURS. THE SGPP EXPECTS TO MAINTAIN ENROLLMENT IN 2012-13, SERVING APPROXIMATELY 7,000 STUDENTS AND DELIVER APPROXIMATELY 10,000 CREDIT HOURS. THE UNIVERSITY OFFERS 55 MAJORS WITH THE BACHELOR OF ARTS PROGRAM. THE UNIVERSITY OFFERS AN ADDITIONAL 58 PROGRAMS WITHIN THE SGPP. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 11527277 | Expense |
| Description | INSTITUTIONAL: THE UNIVERSITY SERVES STUDENTS AT OVER 75 LOCATIONS IN MINNESOTA AND AT APPROXIMATELY 25 LOCATIONS IN WISCONSIN, EACH YEAR. BY BRINGING OUR PROGRAM/COURSES TO LOCATIONS THAT ARE MORE ACCESSIBLE TO WORKING ADULTS, THE UNIVERSITY PROVIDES EDUCATION TO THOSE WHO MIGHT NOT OTHERWISE BE ABLE TO TRAVEL TO CAMPUS LOCATIONS. THIS MODEL OF OFF CAMPUS DELIVERY WILL BE UTILIZED IN THE FUTURE, AND IN 2011-12, THE UNIVERSITY BEGAN OFFERING THREE ONLINE MASTERS PROGRAMS AND WILL BE INCREASING ITS ONLINE OFFERINGS OVER THE NEXT 5 YEARS.THE UNIVERSITY ENGAGED IN A STRATEGIC PLANNING PROCESS DURING THE 2011-12 ACADEMIC YEAR AND A NEW PLAN RESULTED THAT WILL INFORM UNIVERSITY PLANNING THROUGH 2017.SIGNIFICANT FACILITIES CHANGES HAVE OCCURRED ON BOTH THE WINONA AND TWIN CITIES CAMPUSES DURING THE 2011-12 ACADEMIC YEAR. ON THE WINONA CAMPUS, A NEW $6.5 MILLION RESIDENCE HALL, BROTHER LEOPOLD HALL, WAS BUILT AND OPENED IN AUGUST 2012. THIS HALL IS HOME TO 141 STUDENTS AND OFFERS MULTIPLE HOUSING ARRANGEMENTS, INCLUDING SINGLE AND DOUBLE OCCUPANCY SUITES ALONG WITH APARTMENTS, AND MULTIPLE GATHERING AND COMMON SPACES. THE BUILDING IS ALSO HOME TO THE NEW ENVIRONMENTAL AWARENESS CENTER, WHICH INCLUDES THE OUTDOOR LEADERSHIP OFFICE, A CHANGING AREA, RESTROOMS, EXERCISE AND STORAGE SPACE GEARED TO NORDIC SKIERS WHO UTILIZE THE SKI TRAILS ON THE CAMPUS, AND A WARMING HOUSE. VLAZNY HALL, A RESIDENCE HALL FOR UNDERCLASS STUDENTS, HAS BEEN TAKEN OFF-LINE THIS YEAR, AND PLANS ARE FOR IT TO BE REFURBISHED FOR OFFICE SPACE NEXT YEAR. ADDITIONALLY, LASALLE RESIDENCE HALL RECEIVED A $1 MILLION RENOVATION THIS SUMMER THAT INCLUDED UPGRADES TO EACH STUDENT ROOM, NEW PRIVATE BATHROOMS, A NEW LOUNGE AND THE ADDITION OF A WORKOUT ROOM AND CHAPEL. ON THE TWIN CITIES CAMPUS, RENOVATIONS OF THE UNIVERSITY EVENT CENTER AND MANSION BEGAN IN SUMMER AND WILL CONTINUE THIS YEAR. ABOUT $1 MILLION IN RENOVATIONS WILL OCCUR IN 2012-13, WITH A SECOND PHASE OF RENOVATIONS TO OCCUR IN 2013-14. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 9995484 | Expense |
| Revenue | 8301776 | Revenue |
| Description | STUDENT SERVICES: IN 2011-12, 320 TRADITIONAL UNDERGRADUATE STUDENTS (ABOUT 23% OF THAT POPULATION) PARTICIPATED IN 21 NCAA DIVISION III SPORTS OFFERED AT SAINT MARY'S UNIVERSITY. PARTICIPATION IN INTRAMURAL ACTIVITIES ANNUALLY IS MORE THAN 40%. THE FINANCIAL AID OFFICE PROCESSED $60,854,189 IN LOANS, GRANTS, WORK STUDY AND SCHOLARSHIP FOR THE ENTIRE UNIVERSITY IN 2011-12. IN 2011-12, 6% OF TRADITIONAL UNDERGRADUATE STUDENTS WERE FORMALLY REGISTERED AS STUDENT WITH DISABILITIES WITH THE INSTITUTION'S OFFICE OF DISABILITY SERVICES, THE MAJORITY OF WHICH UTILIZED SERVICES OFFERED BY THE UNIVERSITY. 184 INTERNATIONAL STUDENTS WERE ENROLLED AT THE UNIVERSITY IN 2011-12. TWENTY-FOUR STUDENTS PARTICIPATED IN THE FIRST GENERATION INITIATIVE PROGRAM, WHICH OFFERS SELECTED STUDENTS SCHOLARSHIPS (SOME FULL) TO ATTEND THE UNIVERSITY. THE STUDENTS ENGAGE IN SPECIAL SUPPORT ACTIVITIES WHICH INCLUDE STUDY HALLS, SPECIALIZED ADVISING AND SOCIAL ACTIVITIES WHICH PROMOTE RETENTION AND STUDENT SUCCESS. AT THE SGPP, A NEW ONE-STOP SHOP FOR STUDENT SERVICES WAS DEVELOPED ON THE TWIN CITIES CAMPUS CALLED SMU CENTRAL. A NEW PROGRAM, PATHWAYS, WAS DEVELOPED TO PROMOTE STUDENT TRANSFER FROM AREA COMMUNITY COLLEGES, PLACING ADVISORS INTO OFFICES ON PARTNERING CAMPUSES, WITH THE GOAL OF INCREASING ENROLLMENT IN BACHELOR OF SCIENCE COMPLETION PROGRAMS. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 21617664 | Expense |
| Revenue | 1350815 | Revenue |
| Description | INSTITUTIONAL SUPPORT, INCLUDING OPERATION OF PLANT AND DEPRECIATION | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 21617664 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 1350815 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 67851847 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 1 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 1 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 166 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 2343 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Form1098 C Filed | 0 | Form1098CFiled |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 30 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 27 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MS CYNTHIA MAREK | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5074571443 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 TERRACE HEIGHTS 8 | AddressLine1 |
| City | WINONA | City |
| State | MN | State |
| ZIP Code | 55987 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (45 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| MANN WILLIAM | |||||||||
| PRESIDENT | 40.00 | X | X | 0 | 0 | 17955 | |||
| GOSTOMSKI MICHAEL | |||||||||
| CHAIR OF THE BOARD | 1.00 | X | X | 0 | 0 | 0 | |||
| COOGAN JAMES | |||||||||
| VICE CHAIR | 1.00 | X | X | 0 | 0 | 0 | |||
| SUCHOCKI CELESTE | |||||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 | |||
| ROSS JOSEPH | |||||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 | |||
| RAMIREZ BARBA GUSTAVO | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| BURRICHTER MARY | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| CLAREY WILLIAM | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| COLLINS MICHAEL | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| DOUGHERTY MICHAEL | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| DYER THOMAS | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| GEORGE KAREN | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| HERZOG WILLIAM | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| JACOBS MARK | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| KUCZMA LINDA | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| MCKENERY MICHAEL | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| MEYER PAUL | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| MUELLER FREDERICK | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| O'LEARY KAYE | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| PLOIZZOTTO SALVATORE | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| POOS DAVID | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| QURAISHI HAMID | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| REEDY RICHARD | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| REMICK MARY ANN | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| RUSSELL TERRANCE | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| SALVI PATRICK | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| SCHATZ LARRY | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| SCHIELER ROBERT | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| SLAGGIE MICHAEL | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| SMARRELLI JOHN | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| SMITHE WALTER | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| DELWICHE LYLE | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| MEAGHER THOMAS | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| SIEVE LORAS | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| THIES DAVID | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| WAGNILD BERNIE | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| MAREK CYNTHIA | |||||||||
| ASST. TREASURER - VP FINANCIAL AFFAIRS | 40.00 | X | 114118 | 0 | 14191 | ||||
| DUMESTRE MARCEL | |||||||||
| VP SCHOOLS OF GRAD & PRO | 40.00 | 192696 | 0 | 13285 | X | ||||
| TITUS STEVEN | |||||||||
| VP UNIVERSITY ADVANCEMENT | 40.00 | 164071 | 0 | 14930 | X | ||||
| MOODY MERRI | |||||||||
| DIR. MS NURSE ANESTHESIA | 40.00 | 135955 | 0 | 6416 | X | ||||
| BEDTKE JAMES | |||||||||
| VP OF THE COLLEGE | 40.00 | 121084 | 0 | 14568 | X | ||||
| SWEENEY JOSEPH | |||||||||
| SENIOR DEVELOPMENT DIR. | 40.00 | 123485 | 0 | 6180 | X | ||||
| PISCITIELLO ANTHONY | |||||||||
| SENIOR ADVANCEMENT DIR | 40.00 | 113858 | 0 | 10418 | X | ||||
| DE SAM LAZARO FREDERICK | |||||||||
| PROJECT DIR - UNDER-TOLD STORIES | 40.00 | 114538 | 0 | 6205 | X | ||||
| FROST MARILYN | |||||||||
| FORMER VP ACADEMIC AFFAIRS | 40.00 | 140461 | 0 | 5716 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1220266 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 109864 | TotalOtherCompensation |
| Number Individuals GT100 K | 13 | NumberIndividualsGT100K |
| Formers Listed | 1 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| CHARTWELLS | |||||
| 700 TERRACE HEIGHTS | WINONA | MN | 55987 | FOOD SERVICE | 2231493 |
| SCHWAB LLC | |||||
| 74 KANSAS STREET | WINONA | MN | 55987 | CONTRACTOR | 519290 |
| HAY DOBBS | |||||
| 220 SOUTH 6TH ST SUITE 165 | MINNEAPOLIS | MN | 55402 | CONSULTANT | 396266 |
| WINONA HEATING & VENTILATING | |||||
| 374 EAST SECOND ST | WINONA | MN | 55987 | CONTRACTOR | 256600 |
| MINITEX | |||||
| 15 ANDERSON LIBRARY 222 21ST AVE S | MINNEAPOLIS | MN | 55455 | LIBRARY DATABASE | 173128 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 12 | NumberOfContractorsGT100K |
| Government Grants | 1441650 | GovernmentGrants |
| All Other Contributions | 7198887 | AllOtherContributions |
| Noncash Contributions | 457023 | NoncashContributions |
| Total Contributions | 8640537 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION AND FEES | 541900 | 65530396 | 65530396 |
| AUXILIARY ENTERPRISES | 611710 | 8301776 | 8301776 |
| PRIVATE SPONSORED RESE | 541700 | 1091763 | 1091763 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 74923935 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 658475 | TotalRevenueColumn |
| Exclusion | $658,475 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 290813 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 110715 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 180098 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 180098 | TotalRevenueColumn |
| Exclusion | $180,098 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 392270 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 393494 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -1224 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -1224 | TotalRevenueColumn |
| Exclusion | -$1,224 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| PERFORMANCE SEASON INC | 611710 | 113066 | 113066 |
| MISCELLANEOUS | 611710 | 79114 | 79114 |
| FINES AND PENALTIES | 611710 | 66872 | 66872 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 259052 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 84660873 | TotalRevenueColumn |
| Related Or Exempt Function Income | 75182987 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $837,349 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16415500 | Total |
| Program Services | 16415500 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1220266 | Total |
| Program Services | 768601 | ProgramServices |
| Management And General | 146598 | ManagementAndGeneral |
| Fundraising | 305067 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30567961 | Total |
| Program Services | 26178649 | ProgramServices |
| Management And General | 3672324 | ManagementAndGeneral |
| Fundraising | 716988 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1638594 | Total |
| Program Services | 1301437 | ProgramServices |
| Management And General | 301766 | ManagementAndGeneral |
| Fundraising | 35391 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3742103 | Total |
| Program Services | 2972128 | ProgramServices |
| Management And General | 689152 | ManagementAndGeneral |
| Fundraising | 80823 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2383648 | Total |
| Program Services | 1893189 | ProgramServices |
| Management And General | 438977 | ManagementAndGeneral |
| Fundraising | 51482 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29490 | Total |
| Management And General | 29490 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 64540 | Total |
| Management And General | 64540 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 248000 | Total |
| Management And General | 248000 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1395813 | Total |
| Program Services | 1108611 | ProgramServices |
| Management And General | 257055 | ManagementAndGeneral |
| Fundraising | 30147 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1431361 | Total |
| Program Services | 1136844 | ProgramServices |
| Management And General | 263602 | ManagementAndGeneral |
| Fundraising | 30915 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6158122 | Total |
| Program Services | 4891028 | ProgramServices |
| Management And General | 1134090 | ManagementAndGeneral |
| Fundraising | 133004 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 180656 | Total |
| Program Services | 143484 | ProgramServices |
| Management And General | 33270 | ManagementAndGeneral |
| Fundraising | 3902 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2805181 | Total |
| Program Services | 2227987 | ProgramServices |
| Management And General | 516607 | ManagementAndGeneral |
| Fundraising | 60587 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2327865 | Total |
| Program Services | 1848884 | ProgramServices |
| Management And General | 428703 | ManagementAndGeneral |
| Fundraising | 50278 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10635 | Total |
| Program Services | 8446 | ProgramServices |
| Management And General | 1959 | ManagementAndGeneral |
| Fundraising | 230 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 504391 | Total |
| Program Services | 400608 | ProgramServices |
| Management And General | 92889 | ManagementAndGeneral |
| Fundraising | 10894 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2706768 | Total |
| Program Services | 2149824 | ProgramServices |
| Management And General | 498483 | ManagementAndGeneral |
| Fundraising | 58461 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 295684 | Total |
| Program Services | 234844 | ProgramServices |
| Management And General | 54454 | ManagementAndGeneral |
| Fundraising | 6386 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| STAFF TUITION DISCOUNTS | 1621374 | 1287760 | 298595 | 35019 |
| EQUIPMENT RENTAL & MAIN | 1188575 | 944014 | 218890 | 25671 |
| SPECIAL PROGRAMS | 1096880 | 871186 | 202003 | 23691 |
| STIPENDS AND STUDENT RE | 420461 | 333948 | 77433 | 9080 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 925255 | Total |
| Program Services | 734875 | ProgramServices |
| Management And General | 170396 | ManagementAndGeneral |
| Fundraising | 19984 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 79379123 | Total |
| Program Services | 67851847 | ProgramServices |
| Management And General | 9839276 | ManagementAndGeneral |
| Fundraising | 1688000 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10825729 | BOY |
| EOY | 7609826 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10263231 | BOY |
| EOY | 18249751 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1469000 | BOY |
| EOY | 1809399 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5225425 | BOY |
| EOY | 5820292 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3155568 | BOY |
| EOY | 3132066 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 215262 | BOY |
| EOY | 200127 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 96685450 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 46297989 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 48451105 | BOY |
| EOY | 50387461 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34281144 | BOY |
| EOY | 32627974 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6337509 | BOY |
| EOY | 262390 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18550913 | BOY |
| EOY | 20781819 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 138774886 | BOY |
| EOY | 140881105 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3137762 | BOY |
| EOY | 3013779 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2862569 | BOY |
| EOY | 2931327 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8590008 | BOY |
| EOY | 8587086 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12347412 | BOY |
| EOY | 11580000 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 1269693 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19948324 | BOY |
| EOY | 18261587 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 46886075 | BOY |
| EOY | 45643472 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 57018678 | BOY |
| EOY | 60492031 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10547368 | BOY |
| EOY | 10075317 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24322765 | BOY |
| EOY | 24670285 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 91888811 | BOY |
| EOY | 95237633 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 138774886 | BOY |
| EOY | 140881105 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 5281750 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -1932928 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Held Works Of Art Amts HeldWorksOfArtAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets In Part X | 232915 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 44153606 | BeginningOfYearBalance |
| Contributions | 1728545 | Contributions |
| Investment Earnings Or Losses | -1415031 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1179875 | GrantsOrScholarships |
| Other Expenditures | 40746 | OtherExpenditures |
| Administrative Expenses | 75072 | AdministrativeExpenses |
| End Of Year Balance | 43171427 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 36207814 | BeginningOfYearBalance |
| Contributions | 2730491 | Contributions |
| Investment Earnings Or Losses | 6480875 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1123613 | GrantsOrScholarships |
| Other Expenditures | 47724 | OtherExpenditures |
| Administrative Expenses | 94239 | AdministrativeExpenses |
| End Of Year Balance | 44153604 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 29287566 | BeginningOfYearBalance |
| Contributions | 3781308 | Contributions |
| Investment Earnings Or Losses | 4363617 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1085001 | GrantsOrScholarships |
| Other Expenditures | 54394 | OtherExpenditures |
| Administrative Expenses | 85282 | AdministrativeExpenses |
| End Of Year Balance | 36207814 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 36071170 | BeginningOfYearBalance |
| Contributions | 2484989 | Contributions |
| Investment Earnings Or Losses | -9016925 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 5025 | GrantsOrScholarships |
| Other Expenditures | 67443 | OtherExpenditures |
| Administrative Expenses | 179200 | AdministrativeExpenses |
| End Of Year Balance | 29287566 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.37000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.55000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.08000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1457394 | OtherCostOrOtherBasis |
| Book Value | 1457394 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 64205838 | OtherCostOrOtherBasis |
| Depreciation | 21620243 | Depreciation |
| Book Value | 42585595 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3656431 | OtherCostOrOtherBasis |
| Depreciation | 1793068 | Depreciation |
| Book Value | 1863363 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 22944976 | OtherCostOrOtherBasis |
| Depreciation | 19269209 | Depreciation |
| Book Value | 3675767 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4420811 | OtherCostOrOtherBasis |
| Depreciation | 3615469 | Depreciation |
| Book Value | 805342 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 50387461 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (7 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| DEFERRED DEBT ACQUISITION COSTS | 186095 |
| FUNDS HELD FOR OTHERS | 15286007 |
| DEPOSITS WITH BOND TRUSTEES | 1238112 |
| CASH SURRENDER VALUE OF LIFE INSURANCE | 131666 |
| CONSTRUCTION IN PROGRESS | 3386513 |
| FUNDS HELD BY OTHERS | 296075 |
| RESIDENCE TRUST | 257351 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 20781819 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (6 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ANNUITIES PAYABLE | $581,162 |
| REFUNDABLE DEPOSITS | $825,351 |
| DEPOSITS HELD IN CUSTODY FOR OTHERS | $126,914 |
| FUNDS HELD FOR OTHERS | $15,286,007 |
| ASSET RETIREMENT OBLIGATION | $636,863 |
| CONTRACT PAYABLE | $805,290 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 18261587 | TotalOfAmounts |
| Total Revenue | 84660873 | TotalRevenue |
| Total Expenses | 79379123 | TotalExpenses |
| Excess Or Deficit For Year | 5281750 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -1823854 | NetUnrealizedGLOnInvestments |
| Other | -$109,074 | OtherAmount |
| Total Adjustments | -1932928 | TotalAdjustments |
| Excess Or Deficit Per FS | 3348822 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 66275543 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -1823854 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | -1823854 | RevenueNotRptdF990 |
| Revenue Subtotal | 68099397 | RevenueSubtotal |
| Investment Expenses Not Included | 248000 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 16313476 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 16561476 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 84660873 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 62926721 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 211098 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 211098 | ExpensesNotRptdF990 |
| Expenses Subtotal | 62715623 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 248000 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 16415500 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 16663500 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 79379123 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART III, LINE 4: | THE ARTWORK AT SAINT MARY'S INCLUDES PRINTS AND SCULPTURES THAT HELP TO SUPPORT OUR LASALLIAN MISSION AND ENHANCE THE SCHOLARLY ATMOSPHERE. | |
| PART V, LINE 4: | ENDOWMENT FUND EARNINGS ARE USED TO SUPPORT STUDENT SCHOLARSHIPS, STUDENT ASSISTANCE, AND SOME PROGRAM ENDOWMENTS. | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: |
| PART X: | THE UNIVERSITY FOLLOWS THE ACCOUNTING STANDARDS FOR CONTINGENCIES IN EVALUATING UNCERTAIN TAX POSITIONS. THIS GUIDANCE PRESCRIBES RECOGNITION THRESHOLD PRINCIPLES FOR THE FINANCIAL STATEMENT RECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. NO LIABILITY HAS BEEN RECOGNIZED BY THE UNIVERSITY FOR UNCERTAIN TAX POSITIONS AS OF MAY 31, 2012 AND 2011. THE UNIVERSITY'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. THE TAX RETURNS FOR THE CURRENT YEAR AS WELL AS FISCAL YEARS 2009 THROUGH 2011 ARE OPEN TO EXAMINATION BY FEDERAL AND STATE AUTHORITIES. | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
| LOSS ON FUNDS HELD BY OTHERS -8,691. LOSS ON ACTUARIAL ADJUSTMENT -100,383. TOTAL TO SCHEDULE D, PART XI, LINE 8: -109,074. | PART XI, LINE 8 - OTHER ADJUSTMENTS: | |
| GRANTS AND SCHOLARSHIPS SHOWN AS A REDUCTION OF TUITION 16,415,500. GAIN ON FUNDS HELD IN TRUST BY OTHERS 8,691. RENTAL EXPENSES -110,715. | PART XII, LINE 4B - OTHER ADJUSTMENTS: | |
| GAIN ON ACTUARIAL ADJUSTMENT 100,383. RENTAL EXPENSES 110,715. | PART XIII, LINE 2D - OTHER ADJUSTMENTS: | |
| GRANTS AND SCHOLARSHIPS SHOWN AS A REDUCTION OF TUITION 16,415,500. | PART XIII, LINE 4B - OTHER ADJUSTMENTS: |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 0 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 1 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION | SCHEDULE E, PART I, LINE 3 | SAINT MARY'S UNIVERSITY INCLUDES A RACIALLY NONDISCRIMINATORY POLICY ON ALL APPLICATIONS, OUR WEBSITE, OUR UNDERGRADUATE AND GRADUATE CATALOGS, OUR FACT SHEET, OUR GRADUATE PROGRAM INFORMATION SHEETS AND OUR UNDERGRADUATE STUDENT RESOURCE AND DAILY PLANNER. |
| EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE | SCHEDULE E, PART I, LINE 6 | THE UNIVERSITY RECEIVES SUPPORT FROM THE STATE OF MINNESOTA AND FROM THE UNITED STATES GOVERNMENT IN CONNECTION WITH STUDENT AID PROGRAMS SUCH AS FEDERAL AND MINNESOTA COLLEGE WORK STUDY PROGRAMS, PELL GRANTS, SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANTS AND PERKINS LOAN FUNDS. THE UNIVERSITY ALSO RECEIVES A GRANT FROM THE STATE OF MINNESOTA BASED ON MINNESOTA RESIDENTS ENROLLED AND VARIOUS OTHER FEDERAL AND STATE EDUCATIONAL AND RESEARCH GRANTS OR SUBSIDIES. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (3 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| CENTRAL AMERICAN AND CARIBBEAN (JAMAICA) | 1 | 6 | PROGRAM SERVICES | EDUCATION | 15000 |
| EUROPE (LONDON) | 1 | 6 | PROGRAM SERVICES | EDUCATION | 145722 |
| SUB-SAHARA AFRICA (KENYA) | 2 | 2 | PROGRAM SERVICES | EDUCATION | 10000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 4 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 14 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 4 | TotalNumberOfOffices |
| Total Number Of Employees | 14 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 170722 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 170722 | TotalAmountSpent |
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SCHOLARSHIPS AND GRANTS - SEE UNIVERSITY FOR CURRENT LISTING | TypeOfGrant |
| Number Of Recipients | 1909 | NumberOfRecipients |
| Amount Of Cash Grant | 16415500 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: SAINT MARY'S DISTRIBUTES SCHOLARSHIPS BASED ON NEED AND MERIT. NEED BASED SCHOLARSHIPS ARE AWARDED BY THE FINANCIAL AID OFFICE USING THE INFORMATION FROM THE RESULTS OF THE FAFSA (FREE APPLICATION FOR FEDERAL STUDENT AID). MERIT BASED SCHOLARSHIPS ARE AWARDED BY THE ADMISSIONS OFFICE USING THE INFORMATION FROM THE STUDENT'S OFFICIAL HIGH SCHOOL TRANSCRIPTS AND THE RESULTS OF THE STANDARDIZED TEST (ACT, SAT, ETC.). FOR STUDENTS RECEIVING GRANTS AND SCHOLARSHIP FUNDS WITH RENEWAL CONDITIONS, FULFILLMENT OF THOSE CONDITIONS ARE VERIFIED BY THE FINANCIAL AID ADMINISTRATOR PRIOR TO THE AWARD BEING RENEWED (GPA, YEAR OF ATTENDANCE, ETC.) | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (3 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DUMESTRE MARCEL | |||||||||||||
| 192696 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 13285 | 0 | 205981 | 0 | 0 | 0 |
| TITUS STEVEN | |||||||||||||
| 164071 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 14930 | 0 | 179001 | 0 | 0 | 0 |
| FROST MARILYN | |||||||||||||
| 54970 | 0 | 0 | 0 | 85491 | 0 | 0 | 0 | 5716 | 0 | 146177 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 1A | ReturnReference |
| Explanation | THE UNIVERSITY PAID HOUSING ALLOWANCE FOR THE PRESIDENT. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (2 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|
| MINNESOTA HIGHER EDUCATION FACILITIES AUTHORITY | |||||||
| 410988525 | 604151HQZ | 2010-05-20 | 4099216 | REFINANCE PRIOR BOND FOR PREFERRED RATE | 1 | 0 | 0 |
| MINNESOTA HIGHER EDUCATION FACILITIES AUTHORITY | |||||||
| 410988525 | 60416HCP7 | 2004-03-24 | 10929461 | REFINANCE PRIOR BOND FOR PREFERRED RATE | 1 | 0 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)
| Amount RetiredAmountRetired | Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Other Spent ProceedsOtherSpentProceeds | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|---|---|
| 360000 | 4099216 | 369355 | 81984 | 1541 | 2010 | 1 | 0 | 1 | 1 |
| 3125000 | 10929461 | 872024 | 186413 | 2004 | 1 | 0 | 1 | 1 |
Form990 Schedule K Part III Form990ScheduleKPartIII (2 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 1 |
| 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 1 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|
| 0 | 0 | 0 | 0 | 0 | 0 |
| 0 | 0 | 0 | 0 | 0 | 0 |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | WINONA HEATING AND VENTILATING | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | MICHAEL GOSTOMSKI IS AN OFFICER OF THE COMPANY AND A CURRENT TRUSTEE. | Relationship |
| Amount Of Transaction | 182105 | AmountOfTransaction |
| Description Of Transaction | REROOFING OF BUILDINGS THROUGH THE MAINTENANCE DEPARTMENT. THESE WERE CONDUCTED IN THE NORMAL COURSE OF BUSINESS. | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 500 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 11013 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Clothing And Household Goods ClothingAndHouseholdGoods
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 40287 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Cars And Other Vehicles CarsAndOtherVehicles
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 3500 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Boats And Planes BoatsAndPlanes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 3000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 14 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 392270 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (2 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | RENOVATION MATERIAL | 1 | 4453 | FMV |
| X | ALUMNI EVENTS | 1 | 2000 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| METHOD FOR DETERMINING NUMBER OF CONTRIBUTORS: | PART I, COLUMN (B): | SCHEDULE M, PART I, COLUMN B REPORTS THE NUMBER OF CONTRIBUTORS. |
| THIRD PARTY USE: | PART I, LINE 32B: | SAINT MARY'S UNIVERSITY'S POLICY IS TO SELL ALL STOCK GIFTS RECEIVED AT THE TIME OF RECEIPT. WE USE VARIOUS BROKERS DEPENDING ON THE RELATIONSHIP WITH THE DONOR. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | THE EXECUTIVE COMMITTEE IS A STANDING COMMITTEE OF THE BOARD OF TRUSTEES COMPOSED OF THE CHAIR, THE VICE CHAIR, THE PRESIDENT, THE SECRETARY, THE TREASURER, THE CHAIR OF EACH OF THE STANDING COMMITTEES, AND THE PROVINCIAL OF THE MIDWEST DISTRICT OF THE BROTHERS OF THE CHRISTIAN SCHOOLS (OR ANY SUCCESSOR ENTITY). THE EXECUTIVE COMMITTEE HAS THE FULL POWERS OF THE BOARD TO TAKE SUCH ACTION AS MAY BE NECESSARY OR APPROPRIATE IN THE EVENT OF AN EMERGENCY OR OTHER EXIGENT CIRCUMSTANCES, AS DETERMINED BY EITHER THE PRESIDENT OR THE CHAIR. | |
| FORM 990, PART VI, SECTION A, LINE 6 | THE BROTHERS OF THE CHRISTIAN SCHOOLS ARE CONSIDERED MEMBERS OF THE UNIVERSITY. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES HAS THE RESPONSIBILITY OF REVIEWING AND APPROVING THE FORM 990. AFTER REVIEW BY THE AUDIT COMMITTEE, THE BOARD OF TRUSTEES RECEIVES A COPY OF THE PUBLIC INSPECTION COPY OF THE 990. | |
| FORM 990, PART VI, SECTION B, LINE 12C | IN JUNE OF EACH YEAR, TRUSTEES, OFFICE HOLDERS AND COMMITTEE MEMBERS DISCLOSE IN WRITING: (1) ALL CONTRACTS OR BUSINESS TRANSACTIONS BETWEEN THE UNIVERSITY AND THE TRUSTEE, OFFICE HOLDER OR COMMITTEE MEMBER; (2) ALL CONTRACTS OF BUSINESS TRANSACTIONS BETWEEN THE UNIVERSITY AND A FAMILY MEMBER; AND (3) ALL CONTRACTS OR BUSINESS TRANSACTIONS BETWEEN THE UNIVERSITY AND AN ORGANIZATION IN WHICH THE TRUSTEE, OFFICE HOLDER OR COMMITTEE MEMBER OR THEIR FAMILY MEMBER HAS A MATERIAL FINANCIAL INTEREST. A REPORT OF ALL POTENTIAL CONFLICTS IS GATHERED BY THE GENERAL COUNSEL AND THE EXECUTIVE COMMITTEE MEETS TO DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS OR APPEARS TO EXIST. THE EXECUTIVE COMMITTEE RECORDS A SUMMARY OF THE INTEREST, THE DETERMINATIONS MADE AND THE ACTIONS TAKEN BY THE COMMITTEE REGARDING THE POSSIBLE CONFLICT. | |
| FORM 990, PART VI, SECTION B, LINE 15A | USED FOR THE PRESIDENT AND ONE TOP MANAGEMENT POSITION. DATA ON SALARY OF COMPARABLE INSTITUTIONS WAS PROVIDED TO THE CHAIR OF THE BOARD FROM AN OUTSIDE CONSULTANT WHO SPECIALIZES IN DETERMINING MARKET BASED COMPENSATION RATES FOR KEY POSITIONS. | |
| FORM 990, PART VI, SECTION C, LINE 19 | ARTICLES OF INCORPORATION ARE PUBLIC DOCUMENTS AVAILABLE FROM THE SECRETARY OF STATE. THE CONFLICT OF INTEREST POLICY IS AVAILABLE ON THE UNIVERSITY'S WEBSITE. FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AND THROUGH EMMA (ELECTRONIC MUNICIPAL MARKET ACCESS). | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -1,823,854. LOSS ON FUNDS HELD BY OTHERS -8,691. LOSS ON ACTUARIAL ADJUSTMENT -100,383. TOTAL TO FORM 990, PART XI, LINE 5: -1,932,928. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XI, LINE 12C: | THE PROCESS FOR THE OVERSIGHT OF THE AUDIT HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part IV Form990ScheduleRPartIV (2 entries)
| Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Type Of EntityTypeOfEntity |
|---|---|---|
| RESIDENCE TRUST (1) | ||
| CHARITABLE TRUST | MN | T |
| CHARITABLE REMAINDER UNITRUST (7) | ||
| CHARITABLE TRUST | MN | T |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |