2026-02-23T16:33:29+00:00 2025-06-30 440160260 Forvis Mazars LLP 1201 Walnut Street Suite 1700 Kansas City MO 641062246 990 2024-07-01 480547846 UNIVERSITY OF SAINT MARY INC UNIV 9137586123 4100 S 4TH STREET LEAVENWORTH KS 66048 SR DIANE STEELE PRESIDENT/SCL TRUSTEE 9137586102 2026-02-23 true true Michael Engle P00482834 8162216300 2026-05-16 2024 2025-03-06 01:10:19Z SR DIANE STEELE 4100 S 4TH STREET LEAVENWORTH KS 66048 48975576 false 0928 X WWW.STMARY.EDU X 1923 KS THE UNIVERSITY OF SAINT MARY EDUCATES STUDENTS AND PREPARES THEM FOR VALUE-CENTERED LIVES AND CAREERS. 22 21 644 110 0 7745942 5350408 38788173 41063211 6599550 1599630 96253 44528 53229918 48057777 16407477 16978093 0 17501586 17451228 0 1912470 12052628 12604419 45961691 47033740 7268227 1024037 72912060 73900744 9534661 7487366 63377399 66413378 THE UNIVERSITY OF SAINT MARY EDUCATES STUDENTS OF DIVERSE BACKGROUNDS TO REALIZE THEIR GOD-GIVEN POTENTIAL AND PREPARES THEM FOR VALUE-CENTERED LIVES AND CAREERS THAT CONTRIBUTE TO THE WELL-BEING OF OUR SOCIETY. false false 41187569 16978093 41126721 FULLY-ACCREDITED INSTITUTION OF HIGHER EDUCATION AWARDING CERTIFICATES, BACCALAUREATE, MASTERS AND DOCTORATE DEGREES. SERVED APPROXIMATELY 2,002 STUDENTS, OF WHICH 337 GRADUATED 41187569 true true false false false false false true false true true false false true true false false true true false false false false false true false false false true true true false false false false false false false true false false true false false false true true true true false false true 1879 0 true 644 true false false false false false true true false false false false false false X 22 21 true false false false true true true true true false false false true true true true true true true true true false KS X SR DIANE STEELE 9137586102 4100 S 4TH STREET LEAVENWORTH KS 66048 SR DIANE STEELE PRESIDENT/SCL TRUSTEE 40.0 1.0 X X 0 0 0 AARON WEISSENFLUH TRUSTEE 1.0 0.0 X 0 0 0 ADELE DUCHARME TRUSTEE 1.0 0.0 X 0 0 0 ALAN LANKFORD TRUSTEE 1.0 0.0 X 0 0 0 ALLEN ROBERSON TRUSTEE 1.0 0.0 X 0 0 0 ALLISON BANIKOWSKI TRUSTEE 1.0 0.0 X 0 0 0 BOB WRIGHT TRUSTEE 1.0 0.0 X 0 0 0 BRIAN GILLESPIE TRUSTEE 1.0 0.0 X 0 0 0 CAROL WAMBEKE TRUSTEE 1.0 0.0 X 0 0 0 CHRISTINE GOULD HAMM TRUSTEE 1.0 0.0 X 0 0 0 COREY HAMILTON TRUSTEE 1.0 0.0 X 0 0 0 COURTNEY KOUNKEL TRUSTEE 1.0 0.0 X 0 0 0 DENISE MINET TRUSTEE 1.0 0.0 X 0 0 0 JEAN PLUMB TRUSTEE 1.0 0.0 X 0 0 0 JOSEPH CONTRUCCI TRUSTEE 1.0 0.0 X 0 0 0 LISA BOWERS TRUSTEE 1.0 0.0 X 0 0 0 MICHELLE FRIEND-COON TRUSTEE 1.0 0.0 X 0 0 0 PAUL SINCLAIR TRUSTEE 1.0 0.0 X 0 0 0 RUEBEN PEREZ TRUSTEE 1.0 0.0 X 0 0 0 SALLY SALLEE TRUSTEE 1.0 0.0 X 0 0 0 SR JEAN PANISKO TRUSTEE 1.0 40.0 X 0 0 0 SR MELISSA CARMADO TRUSTEE 1.0 40.0 X 0 0 0 TAJQUAH HUDSON TRUSTEE 1.0 0.0 X 0 0 0 TES MEHRING TRUSTEE 1.0 0.0 X 0 0 0 TOM DIALS TRUSTEE 1.0 0.0 X 0 0 0 TONY ALBERS TRUSTEE 1.0 0.0 X 0 0 0 JOHN SHULTZ VICE PRESIDENT ADMISSIONS/MKTG 40.0 0.0 X 102102 0 32314 KENNETH DAVID SLOVER Vice President of Strategic Initiatives 40.0 1.0 X 113833 0 3752 MARK BLANCK VICE PRESIDENT OF ADVANCEMENT 40.0 0.0 X 123485 0 19764 MICHELLE METZINGER VICE PRESIDENT ACADEMIC AFFAIR 40.0 0.0 X 147696 0 20583 NANCY BRAMLETT VICE PRESIDENT FINANCE AND ADM 40.0 0.0 X 130343 0 23194 ROBERT MILLER VICE PRESIDENT ATHLETICS 40.0 0.0 X 82743 0 21786 ROBERT SCHUCHARDT VICE PRESIDENT OF STUDENT LIFE 40.0 0.0 X 102885 0 532 ANAND SHETTY PROF OF PHYSICAL THERAPY & DIR 40.0 0.0 X 133209 0 13529 ERIN NICOLE HESS-ESCALANTE ASSOC PROF AND DIV CHAIR DBIT 40.0 0.0 X 110952 0 22426 JAMIE DEHAN PROF AND PROGRAM DIR FOR DPT 40.0 0.0 X 122158 0 39005 KAREN KIDDER NURSING INTERIM DIV. CHAIR & BSN PROGRAM DIRECTOR 40.0 0.0 X 105625 0 1236 TOM BERTONCINO DIRECTOR OF EXERCISE SCIENCE 40.0 0.0 X 116290 0 19419 1391321 0 217540 18 false true false Monarch Build LLC 8100 Newton St Ste 300 Overland Park KS 662043669 Construction on building of new residence hall 2635640 Morrison Management Specialists Inc 4721 Morrison Drive Suite 300 Mobile AL 36609 Food Services for dining hall 1196543 Charter Communications Holdings LLC 12405 Powerscourt Drive St Louis MO 631313674 Marketing 307350 Jenzabar 2401 South Main Fort Scott KS 66701 Software 250825 MO 11221 ROE BUILDING LLC 4601 College Blvd Ste 100 Leawood KS 662111664 Rent/Management 224448 18 572541 1596146 431885 2749836 163566 5350408 TUITION 611310 37472136 37472136 RESIDENCE HALLS 611310 1801047 1801047 CAFETERIA 611310 1744927 1744927 ST. MARY CENTER 611310 45101 45101 0 0 0 0 41063211 1320934 1320934 0 0 1040000 761304 278696 0 278696 278696 52752 572541 71734 -18982 -18982 148271 84761 63510 63510 0 0 0 0 0 48057777 41126721 0 1580648 16978093 16978093 925012 925012 12373008 10439833 1207390 725785 324101 313898 -6463 16666 2903150 2762734 38559 101857 925957 735981 137287 52689 34331 34331 134008 134008 95778 95778 1425379 548442 726872 150065 665067 3959 694 660414 2339818 2017780 221267 100771 12497 12497 1438880 1404061 34819 716819 682637 34131 51 81061 81061 2249474 2199831 49643 539578 461673 77905 STUDENT BOARD 1139203 1139203 EDUCATIONAL MATERIALS 587321 587321 DUES AND SUBSCRIPTIONS 530903 359166 104349 67388 BAD DEBT EXPENSE 87070 87070 527232 453390 37058 36784 47033740 41187569 3933701 1912470 1242682 1416126 10837101 9427025 1033624 903332 749303 626572 0 0 0 0 0 0 82160 112652 591380 820846 76023894 46923365 27356709 29100529 23331711 23075036 0 127087 80188 0 0 7560303 8338438 72912060 73900744 2279691 1315977 0 0 1694116 2374539 3010000 2694950 0 0 0 0 0 0 1200000 0 1350854 1101900 9534661 7487366 X 32219078 35303249 31158321 31110129 63377399 66413378 72912060 73900744 X 1024037 1459435 552507 X false true true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 47968 X X X X false 21807240 316257 2178410 989999 23311908 19433787 863776 2449677 940000 21807240 17969961 365671 1998155 900000 19433787 20290406 413061 -1912966 820540 17969961 16638542 241553 4175311 765000 20290406 0.0588 0.5147 0.4265 true false 482025 482025 57670639 31467204 26203435 1393507 537302 856205 14954619 13861177 1093442 1523104 1057682 465422 29100529 RESTRICTED FUNDS HELD BY TRUSTEE 215028 BENEFICIAL INT-PERPETUAL TRUST 6633917 RIGHT OF USE - OPERATING LEASE 1006312 INVESTMENT IN ST MARY FUND INC 483181 8338438 Federal Income Taxes REFUNDABLE GOV'T LOAN PROGRAMS 91088 OPERATING LEASE LIABILITIES 1010812 1101900 0 0 0 0 0 0 0 0 0 0 0 0 Schedule D, Part X, Line 2 ASC 740 FOOTNOTE MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. Schedule D, Part III, Line 4 Collections of art - description of collections RARE BOOKS, MANUSCRIPTS, WORKS OF ART, ABRAHAM LINCOLN DOCUMENTS AND MEMORABILIA ARE COLLECTIONS THAT ARE MAINTAINED TO EDUCATE STUDENTS AND THE PUBLIC OF HISTORICAL EVENTS. Schedule D, Part V, Line 4 Intended uses of endowment funds THE INTENDED USE OF THE ORGANIZATION'S ENDOWMENT FUNDS IS TO FURTHER THE MISSION OF THE UNIVERSITY OF SAINT MARY IN PROVIDING STUDENT SCHOLARSHIP MONIES. true true true true true true true false false false false false false false false true false true Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICY THE POLICY IS PUBLISHED ON THE ORGANIZATION'S WEBSITE, AND IT IS DISPLAYED ON EVERY PAGE OF WEBSITE TOOLBAR. Schedule E, Part I, Line 6(a) FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENT SCHOLARSHIP GRANTS AND SPECIFIC PROGRAM GRANTS ASSOCIATED WITH EDUCATIONAL PROGRAMS. ARPA FUNDS FROM CARES ACT. Spirefest 503878 460918 42960 0 0 38000 15084 4950 USM Golf Classic 68871 59079 9792 13700 2 52544 52544 0 625293 572541 52752 0 0 13700 38000 15084 4950 71734 -18982 true Student Scholarships 944 16978093 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds THE GRANTS MADE BY THE UNIVERSITY ARE PRIMARILY FOR STUDENT AID AND SCHOLARSHIPS. A LIST OF RECIPIENTS OF SCHOLARSHIPS IS ON FILE AT THE UNIVERSITY AND IS AVAILABLE UPON REQUEST. ALL STUDENTS RECEIVING SCHOLARSHIPS ARE JUDGED WORTHY BY THE UNIVERSITY ON THE BASIS OF ACADEMIC AND ATHLETIC ACHIEVEMENT, FINANCIAL NEED, AND OTHER SIMILAR STANDARDS. X X true false false false false false false false false MICHELLE METZINGER VICE PRESIDENT ACADEMIC AFFAIR 147696 0 0 0 0 0 2940 0 17643 0 168279 0 0 0 NANCY BRAMLETT VICE PRESIDENT FINANCE AND ADM 130343 0 0 0 0 0 5710 0 17484 0 153537 0 0 0 JAMIE DEHAN PROF AND PROGRAM DIR FOR DPT 122158 0 0 0 0 0 6790 0 32215 0 161163 0 0 0 Schedule J, Part I, Line 4a Severance or change-of-control payment Tom Bertoncino received a severance payment of $18,218. Schedule J, Part I, Line 3 COMPENSATION OF THE ORGANIZATION'S PRESIDENT THE COMPENSATION PAID TO THE PRESIDENT IS PAID TO HER RELIGIOUS ORDER. A KANSAS INDEPENDENT COLLEGE FINANCE AUTHORITY 481233911 2022-03-31 3095000 TO REFUND SERIES 2013B BONDS. true false false A 305000 3095000 61000 3031044 2956 true false true true A false false false false false false 0 0 0.0 false false 0 false true A false false true false false false 0 false false false 0 false false true A true Schedule K, Part II, Line 11 $1,356,824.09 OF THE SERIES 2013A BONDS AND $2,924,078.83 OF THE SERIES 2013B BONDS WERE USED TO REDEEM THE SERIES 2008 BONDS ON 1/13/2014. Aaron Weissenfluh - Tenfold Security Board Member - majority owner of Tenfold Security 145552 IT Services false 7 137399 Market value X Auction Items 86 26167 Market value 0 false true true Schedule M, Part I, Line 32b Third parties used to solicit, process, or sell noncash contributions ONECAUSE TO ASSIST WITH SPIRE-FEST & GOLF TOURNAMENT NON-CASH DONATIONS THAT ARE AUCTIONED OFF AND TO ASSIST WITH SPIREFEST Schedule M, Part I Explanations of reporting method for number of contributions Securities - Publicly traded - number of contributions Other - Auction Items number of contributions Form 990, Part VI, Line 15a & 15b - Process to establish compensation for officers or key employees THE EXECUTIVE COMMITTEE OF THE BOARD ANNUALLY EVALUATES THE PRESIDENT'S PERFORMANCE, AND PERIODICALLY REVIEWS COMPARABLE DATA AND MAKES A RECOMMENDATION FOR APPROVAL BY THE FULL BOARD. THE PRESIDENT'S COMPENSATION IS PAID TO HER RELIGIOUS ORDER. THE PRESIDENT ANNUALLY EVALUATES ALL THE OFFICERS' PERFORMANCE, REVIEWS COMPARABLE DATA AND SETS COMPENSATION FOR THE OFFICERS. Form 990, Part VI, Line 2 Family/business relationships amongst interested persons PRESIDENT SISTER DIANE STEELE - Business relationship, SISTER JEAN PANISKO - Business relationship, MELISSA CARMADO - Business relationship Form 990, Part VI, Line 6 Classes of members or stockholders SISTERS OF CHARITY OF LEAVENWORTH, INC. (SCL), A KANSAS NOT-FOR-PROFIT CORPORATION, IS THE SOLE MEMBER OF UNIVERSITY OF SAINT MARY, INC. (USM). Form 990, Part VI, Line 7a Members or stockholders electing members of governing body SISTERS OF CHARITY OF LEAVENWORTH, INC., BEING THE SOLE MEMBER OF UNIVERSITY OF SAINT MARY, INC., HAS THE RIGHT TO APPOINT THE BOARD. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders THE CORPORATE BYLAWS OF UNIVERSITY OF SAINT MARY, INC. (USM) IDENTIFIES CERTAIN RIGHTS AND POWERS RESERVED FOR SISTERS OF CHARITY OF LEAVENWORTH, INC. (SCL), THE SOLE MEMBER. THE RIGHTS AND POWERS RESERVED FOR SCL ARE AS FOLLOWS: (A) CHANGE THE MISSION, PURPOSE, OR PHILOSOPHY OF THE CORPORATION; (B) AMEND OR REVOKE THE ARTICLES OF INCORPORATION AND/OR THE BYLAWS OF THE CORPORATION; (C) APPOINT THE BOARD OF TRUSTEES OF THE CORPORATION; (D) APPOINT, OR REMOVE FROM OFFICE, THE PRESIDENT OF THE COLLEGE; (E) APPROVE THE APPOINTMENT OF SUCH OTHER ADMINISTRATIVE OFFICERS AS SHALL BE DESIGNATED IN THE BYLAWS; (F) APPOINT THE ACCOUNTING AND AUDITING FIRMS OF THE CORPORATION; (G) APPROVE OPERATING AND CAPITAL BUDGETS; (H) BORROW MONEY FOR CAPITAL NEEDS OF THE CORPORATION, ISSUE NOTES OR BONDS, ACCEPT MAJOR GRANTS, OR OTHER EVIDENCE OF INDEBTEDNESS OR OBLIGATION OF THE CORPORATION; (I) DISSOLVE THE CORPORATION; OR MERGE, CONSOLIDATE, OR OTHERWISE RESTRUCTURE THE CORPORATION WITH ANY OTHER LEGAL ENTITY. Form 990, Part VI, Line 11b Review of form 990 by governing body AN INDEPENDENT ACCOUNTING FIRM PREPARES AND REVIEWS THE 990. THE 990 IS THEN REVIEWED BY THE ORGANIZATION'S OFFICERS AND ACCOUNTING PERSONNEL. ANY QUESTIONS OR CONCERNS THE ORGANIZATION'S OFFICERS AND ACCOUNTING PERSONNEL HAVE ARE ADDRESSED AND ANY CORRECTIONS OR CLARIFICATIONS THAT NEED TO BE MADE ARE MADE. THE 990 IS THEN PROVIDED TO THE AUDIT COMMITTEE OF THE BOARD FOR THEIR REVIEW. ANY QUESTIONS OR CONCERNS THE AUDIT COMMITTEE HAVE ARE ADDRESSED AND ANY CORRECTIONS OR CLARIFICATIONS THAT NEED TO BE MADE ARE MADE. THE FINAL FORM 990 WITH ALL REQUIRED SCHEDULES IS PROVIDED TO ALL VOTING MEMBERS OF THE BOARD PRIOR TO FILING THE 990. Form 990, Part VI, Line 12c Conflict of interest policy BOARD MEMBERS, OFFICERS AND KEY EMPLOYEES ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE ANNUALLY. THE AUDIT COMMITTEE DETERMINES IF AN ACTUAL CONFLICT EXISTS. IF A CONFLICT EXISTS, THE INDIVIDUAL(S) WITH THE CONFLICT ABSTAINS FROM VOTING. Form 990, Part VI, Line 19 Required documents available to the public THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE ON REQUEST. Form 990, Part XI, Line 9 Other changes in net assets or fund balances CHANGE IN BENEFICIAL INTEREST - 600699; CHANGE IN NET ASSETS WITH DONOR RESTRICTIONS - -48192; Total - 552507; FORM 990, PART VI, LINE 2 FAMILY/BUSINESS RELATIONSHIPS AMONGST INTERESTED PERSONS PRESIDENT SISTER DIANE STEELE - BUSINESS RELATIONSHIP SISTER JEAN PANISKO - BUSINESS RELATIONSHIP MELISSA CARMADO - BUSINESS RELATIONSHIP SPIRES TRADING TEAM LLC 4100 S 4TH STREET LEAVENWORTH KS 66048 921829075 INVESTMENT ED KS UNIV ST MARY SISTERS OF CHARITY OF LEAVENWORTH 4200 S 4TH ST LEAVENWORTH KS 66048 480547878 RELIGION KS 501(c)(3) 1 NA false CRISTO REY KANSAS CITY SISTERS OF CHARIT 211 WEST LINWOOD KANSAS CITY MO 64111 202842522 SCHOOL MO 501(c)(3) 2 SCL true SAINT MARY FUND INC 4100 S 4TH STREET LEAVENWORTH KS 66048 992645797 SUPPORTING ORG KS 501(c)(3) Type I NA true KANSAS INDEPENDENT COLLEGE FOUNDATION 700 S KANSAS STE 622 TOPEKA KS 66603 480636041 SUPPORTING ORG KS 501(c)(3) Type I NA false SAINT MARY FUND INVESTMENTS LLC 4100 S 4TH STREET LEAVENWORTH KS 660485082 331759647 INVESTMENT ED KS NA N/A false true true false true false false false false false true false false true true true true true true saint mary fund inc B 501967 cash