2026-04-09T16:40:14-05:00 2025-05-31 410746749 CLIFTONLARSONALLEN LLP 220 S 6TH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2024-06-01 410695509 ST CATHERINE UNIVERSITY STCA 6516906566 2004 RANDOLPH AVENUE ST PAUL MN 551051794 BOYD J MILLER CFO 6516906566 2026-04-08 1 1 ANN NEIL P01817922 6123764500 2026-04-08 2024 2025-03-06 01:10:19Z MARCHETA P EVANS PHD 2004 RANDOLPH AVENUE ST PAUL MN 551051794 186724672 0 0928 X WWW.STKATE.EDU X 1913 MN WE EDUCATE WOMEN TO LEAD AND INFLUENCE. 28 28 1891 435 -98897 0 15375160 13440715 114165526 120827416 16996158 16796049 1022097 570914 147558941 151635094 42139844 45016685 0 0 61945632 59688918 0 0 1778600 42692957 43288055 146778433 147993658 780508 3641436 375927006 379394310 119568472 113090464 256358534 266303846 X WE EDUCATE WOMEN TO LEAD AND INFLUENCE. WE EDUCATE AT ALL DEGREE LEVELS THROUGH VALUING AND INTEGRATING THE LIBERAL ARTS AND PROFESSIONAL EDUCATION WITHIN THE CATHOLIC INTELLECTUAL TRADITION, SEE SCHEDULE OEMPHASIZING SCHOLARLY INQUIRY AND SOCIAL JUSTICE TEACHING AS LIVED BY THE SISTERS OF ST. JOSEPH OF CARONDELET. WE WELCOME A RICH DIVERSITY OF STUDENTS, WITH A BACCALAUREATE COLLEGE FOR WOMEN AT THE HEART OF THE UNIVERSITY AND GRADUATE AND ADULT COLLEGES FOR WOMEN AND MEN. COMMITTED TO EXCELLENCE AND OPPORTUNITY, ST. CATHERINE UNIVERSITY DEVELOPS LEADERS WHO ACT WITH INTEGRITY. 0 0 84370214 45016685 111929643 ST. CATHERINE UNIVERSITY CONFERS DEGREES AT THE ASSOCIATE, BACCALAUREATE, MASTER'S AND DOCTORAL LEVELS. THE TOTAL 2024-2025 ENROLLMENT IS 3,659 STUDENTS: 94.1 PERCENT WOMEN AND 40.5 PERCENT MULTICULTURAL OR INTERNATIONAL. ST CATHERINE UNIVERSITY HAS A 10:1 STUDENT TO FACULTY RATIO. ST CATHERINE UNIVERSITY RANKS HIGHLY FOR SOCIAL MOBILITY, OFTEN CITED AS A TOP PERFORMER IN MINNESOTA FOR HELPING STUDENTS FROM LOW-INCOME BACKGROUNDS SUCCEED, WITH A 2024-2025 RANKING OF #52 AMONG NATIONAL INSTITUTIONS ON SOCIAL MOBILITY BY US NEWS & WORLD REPORT. NEARLY ONE-THIRD OF ENROLLED STUDENTS ARE FIRST GENERATION STUDENTS. ST CATHERINE UNIVERSITY HAS HAD STUDENTS SELECTED FOR FULLBRIGHT AWARDS IN MULTIPLE CONSECUTIVE YEARS WITH THE VERY FIRST RECIPIENT OCCURRING IN 1953. SEE SCHEDULE ODURING THE 2024-2025 ACADEMIC YEAR, ST. CATHERINE UNIVERSITY AWARDED 55 POST SECONDARY CERTIFICATES, 187 ASSOCIATE DEGREES, 536 BACCALAUREATE DEGREES, 32 POST-BACCALAUREATE CERTIFICATES, 341 MASTER'S DEGREES, 4 POST MASTER'S CERTIFICATES AND 87 DOCTORATE DEGREES. ST. CATHERINE UNIVERSITY, ALSO KNOWN AS ST. KATE'S, IS ONE OF THE LARGEST PRIVATE WOMEN'S UNIVERSITIES IN THE NATION AND ONE OF THE MOST CULTURALLY DIVERSE CAMPUSES IN MINNESOTA. 100% OF ST. KATE'S STUDENTS INVOLVED IN COLLABORATIVE RESEARCH HAVE BEEN ACCEPTED TO PRESENT AT THE NATIONAL CONFERENCE ON UNDERGRADUATE RESEARCH (NCUR) IN THE PAST TEN YEARS. IN ADDITION, ST. CATHERINE UNIVERSITY IS THE HOME OF THE OLDEST HEALTHCARE PROGRAM IN THE STATE OF MINNESOTA.LAUNCHED IN 2013 OUR 10 WEEK SUMMER SCHOLARS PROGRAM ENGAGES STUDENT-FACULTY TEAMS ON RESEARCH AND CREATIVE PROJECTS. COMPENSATION FOR FACULTY AND STUDENTS ALLOWS TEAMS TO FOCUS ON SCHOLARSHIP AND PROMOTES ACCESSIBILITY FOR HIGH FINANCIAL NEED STUDENTS. TEAMS CLARIFY EXPECTATIONS THROUGH A MENTORSHIP CONTRACT, DISCUSS STUDENTS' CAREER GOALS, AND PARTICIPATE IN BI-DIRECTIONAL, PRE-POST SKILLS ASSESSMENT OF STUDENT REASEARCH AND FACULTY MENTORSHIP. COMMUNITY IS FOSTERED THROUGH SOCIAL EVENTS AND WEEKLY PROFESSIONAL DEVELOPMENT WORKSHPS ON RESPONSIBLE CONDUCT OF RESEARCH AND CAREER READINESS. FACULTY ATTEND WEEKLY MENTOR WORKSHOPS TO DISCUSS INCLUSIVE MENTORING AND BUILD SCHOLARLY COMMUNITY. A CLOSING POSTER SESSION SHOWCASES STUDENT RESEARCH AND BUILDS STUDENTS' SENSE OF SELF-EFFICACY AND BELONGING. POST-SURVEYS CONSISTENTLY SHOW THAT 100% OF PARTICIPANTS AGREE THAT AFTER THE PROGRAM THEY "SEE THEMSELVES AS SCHOLARS" WHEN COMPARED TO PRE-SURVEY LEVELS. SINCE 2021, COLLABORATIVE RESEARCH HAS SUPPORTED 17 DESIGNATED RESEARCH AND CREATIVE INQUIRY (RCI)-INTENSIVE COURSES ACROSS 12 DISCIPLINES TO EXTEND RESEARCH ACCESSIBILITY TO THE CLASSROOM. A TOTAL OF 639 STUDENTS HAVE TAKEN AN RCI COURSE (44% BIPOC, 50% PELL, 26% FIRST GEN). THE NUMBER OF UNDERGRADUATE RESEARCH STUDENTS IN THE EXEMPLARY PROGRAM WAS 280 STUDENTS, INCLUDING MANY FIRST AND SECOND YEAR STUDENTS. NOTABLY STUDENT RESEARCHER DEMOGRAPHICS ALIGN WITH THE DIVERSITY OF OUR STUDENT BODY. IN THE PAST SEVEN YEARS THE RETENTION RATE OF SUMMER SCHOLARS STUDENTS IN THE SUBSEQUENT FALL WAS 100%. SUMMER SCHOLARS FROM 2018-2024 ENTERING CLASSES HAD A 100% GRADUATION RATE. DISSEMINATION IS A HALLMARK OF THE SUMMER SCHOLARS PROGRAM. FOR THE PAST SEVEN YEARS 100% OF SUMMER SCHOLARS WHO SUBMITTED A PROPOSAL WERE ACCEPTED TO PRESENT AT THE NATIONAL CONFERERENCE ON UNDERGRADUATE RESEARCH (NCUR). WITH OPERATIONAL FUNDING FOR STUDENT TRAVEL, GIFT FUNDS AND FOUNDATION AND FEDERAL GRANTS 28 STUDENTS WERE FUNDED TO PRESENT AT NCUR IN 2024. MANY STUDENTS PUBLISH THEIR RESEARCH IN PEER-REVIEWED JOURNALS INCLUDING STUDENT AUTHORED PUBLICATIONS THROUGH A NATIONAL INSTITUTE OF HEALTH (NIH) R25 GRANT. THIS TYPE OF GRANT IS DESIGNED TO SUPPORT EDUCATIONAL ACTIVITES RELATED TO BIOMEDICAL, BEHAVIORAL AND CLINICAL RESEARCH 30410368 0 357731 ST. CATHERINE UNIVERSITY HELPS STUDENTS ACHIEVE THEIR BEST BY OFFERING SMALL CLASSES, COMMITTED FACULTY MEMBERS, AND AN ARRAY OF ACADEMIC AND PERSONAL SUPPORT SERVICES. THESE SERVICES INCLUDE ACADEMIC ADVISING, FINANCIAL AID AND CAREER COUNSELING, A HEALTH AND WELLNESS CENTER, A CAMPUS MINISTRY PROGRAM AND ACCOMMODATIONS FOR STUDENTS WITH DISABILITIES. ALL OF OUR SERVICES COMBINE TO MAKE THE ST. KATE'S EXPERIENCE ONE THAT NURTURES STUDENTS IN MIND, BODY AND SPIRIT.IN ADDITION, ST. CATHERINE HAS PROGRAMS THAT CATER TO SPECIFIC STUDENT POPULATIONS. FOR EXAMPLE, THE OFFICE OF INTERNATIONAL STUDENT SERVICES AND CENTER FOR INTERNATIONAL DEVELOPMENT PROGRAMS AND SERVICES PROVIDES ADVISING, ADVOCACY AND REFERRALS FOR STUDENTS OF COLOR. SEE SCHEDULE OTHE ACCESS & SUCCESS PROGRAM HELPS STUDENT PARENTS BALANCE SCHOOL, FINANCES AND FAMILY LIFE, INCLUDING HELPING THEM TO FIND AFFORDABLE HOUSING AND REPUTABLE CHILDCARE. 11926347 0 8540042 ST. CATHERINE UNIVERSITY IS, AT HEART, A COMMUNITY - ONE THAT RECOGNIZES STUDENTS, FACULTY AND STAFF MEMBERS AS WHOLE HUMAN BEINGS WHO HAVE PRACTICAL AS WELL AS INTELLECTUAL NEEDS. OUR AUXILIARY SERVICES CONTRIBUTE TO THE OVERALL QUALITY OF LIFE ON THE 110-ACRE ST. PAUL CAMPUS.AUXILIARY SERVICES IS THE PARENT DEPARTMENT OF A DIVERSE GROUP OF INTERNAL UNITS, INCLUDING O'SHAUGHNESSY AUDITORIUM, PRINTING SERVICES, RESIDENCE HALLS AND APARTMENTS, CAMPUS MAIL, DINING AND CATERING, BOOKSTORES, AND MEETING AND EVENTS SERVICES. SEE SCHEDULE OOUR FACILITIES CREW ENSURES THAT CAMPUS BUILDINGS AND GROUNDS ARE WELL MAINTAINED AND AESTHETICALLY PLEASING. SODEXO, THE FOOD SERVICE PROVIDER, UNDERSCORES THE VALUES OF ST. CATHERINE UNIVERSITY WITH ITS EMPHASIS ON NUTRITION, SAFE AND FAIR WORKING CONDITIONS, RECYCLING AND PROTECTING THE ENVIRONMENT. 126706929 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 1 0 1 0 1 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 1 5358 0 1 1891 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 28 28 0 0 0 0 0 0 1 1 1 0 0 0 1 1 1 1 1 1 1 0 MN CO KY MD MA MI NH NY OR OH SC WA X BOYD J MILLER 6516906043 2004 RANDOLPH AVE ST PAUL MN 55105 SAMANTHA HANSON CHAIR 2.00 X X 0 0 0 KATHRYN CLUBB VICE CHAIR 2.00 X X 0 0 0 CHRISTINE MOORE SECRETARY 2.00 X X 0 0 0 MARY JO ABLER TRUSTEE 2.00 X 0 0 0 NANCY BLATTNER TRUSTEE 2.00 X 0 0 0 DANDRE CARPENTER TRUSTEE 2.00 X 0 0 0 KENNETH CHARLES TRUSTEE 2.00 X 0 0 0 ANNE GOTTE TRUSTEE 2.00 X 0 0 0 DIANE SHELSTAD HUSTON TRUSTEE 2.00 X 0 0 0 MOLLY KINSELLA TRUSTEE 2.00 X 0 0 0 ANDREA C LEE TRUSTEE 2.00 X 0 0 0 JAN MALCOLM TRUSTEE 2.00 X 0 0 0 ANNE MCKEIG TRUSTEE 2.00 X 0 0 0 DONNA MCNAMARA TRUSTEE 2.00 X 0 0 0 JOY MILOS TRUSTEE (THRU 6/24) 2.00 X 0 0 0 JOAN MITCHELL CSJ TRUSTEE 2.00 X 0 0 0 LAURA NELSON TRUSTEE 2.00 X 0 0 0 KATHLEEN O'BRIEN TRUSTEE 2.00 X 0 0 0 COLLEEN O'MALLEY CSJ TRUSTEE 2.00 X 0 0 0 JENNIFER ORTALE TRUSTEE 2.00 X 0 0 0 NNEKA SEDERSTROM TRUSTEE 2.00 X 0 0 0 THERESE SHERLOCK CSJ TRUSTEE 2.00 X 0 0 0 ANGELA SLAUGHTER TRUSTEE 2.00 X 0 0 0 MINDA SUCHAN TRUSTEE 2.00 X 0 0 0 JILL UNDERDAHL CSJ TRUSTEE 2.00 X 0 0 0 JEAN WINCEK CSJ TRUSTEE 2.00 X 0 0 0 ROBERT WOLLAN TRUSTEE 2.00 X 0 0 0 KRISTEN WOMACK TRUSTEE 2.00 X 0 0 0 VALERIE YOUNG TRUSTEE 2.00 X 0 0 0 PRISCILLA ZEE TRUSTEE (THRU 6/24) 2.00 X 0 0 0 REBECCA K ROLOFF PRESIDENT (THRU 12/24) 40.00 X 536434 0 56376 TRACEY GRAN CFO 40.00 X 187914 0 31795 MARCHETA EVANS PRESIDENT (STARTED 7/24) 40.00 X 231462 0 21984 JOHN PYLE CHIEF OF STAFF 40.00 X 160815 0 53904 DIANNE OLIVER CO-PROVOST 40.00 X 170261 0 56653 DENISE BAIRD CO-PROVOST 40.00 X 182788 0 48137 TODD SCHNELL CHIEF LEGAL OFFICER 40.00 X 158615 0 30718 JEAN HOVICK SVP IT & CIO 40.00 X 188645 0 42054 STEPHANIE DE SAM LAZARO ASSOC PROF GHR 40.00 X 128902 0 13367 SEAN FITZPATRICK DEAN, HEALTH SCIENCE 40.00 X 158222 0 55636 SUZANNE LEHMAN DEAN, SCHOOL OF NURSING 40.00 X 150083 0 29940 MARY THAO CONTROLLER 40.00 X 143020 0 39334 2397161 0 479898 72 0 1 0 MCGOUGH CONSTRUCTION 2727 FAIRVIEW AVE N ST PAUL MN 55113 CONSTRUCTION CONTRACTOR SERVICES 10373217 SODEXO & AFFILIATES PO BOX 360170 PITTSBURGH PA 15251 FOOD SERVICES 4235439 ORBIS EDUCATION SERVICES LLC 11595 N MERIDIAN STE 400 CARMEL IN 46032 ONLINE EDUCATIONAL SERVICES 4046474 KRAFT CONTRACTING LLC 2330 VENTURA DR STE 100 WOODBURY MN 55125 MECHANICAL CONTRACTOR SERVICES 1657338 SEXTANT MARKETING LLC 210 LITTLETON ROAD STE 100 WESTFORD MA 01886 MARKETING ENROLLMENT 1221399 39 41500 56050 3434656 9908509 1444240 13440715 TUITION 611600 111929643 111929643 AUXILIARY SERVICES 532000 8540042 8540042 FINANCE FEES 611600 213750 213750 FITNESS CENTER 713940 78458 78458 FEES & DEPOSITS 611600 65523 65523 120827416 5641850 5641850 169339 179636 -10297 -10297 -98897 88600 46046570 34892371 11154199 11154199 11154199 13665 41500 17571 -3906 -3906 MISCELLANEOUS REVENUE 611600 457017 457017 MEDICAL FEES 611600 128100 128100 585117 151635094 120827416 -98897 17465860 44741235 44741235 275450 275450 1835190 332466 1465783 36941 46487966 41881917 3495031 1111018 861218 817288 22739 21191 6940113 5941307 831278 167528 3564431 1709590 1755267 99574 6665492 6294865 339420 31207 193621 193621 134417 134417 178899 178899 525937 525937 9344671 6708248 2538269 98154 1850937 385372 1449152 16413 5104555 3941878 1045109 117568 3773438 1567225 2167046 39167 1866583 731362 1135221 715218 663828 49536 1854 244037 136942 76205 30890 4377629 4244126 133503 4959100 4620490 338610 956201 11280 944921 REPAIRS & MAINTENANCE 927899 384852 542744 303 MISCELLANEOUS EXPENSES 630323 1006341 -382120 6102 MEMBERSHIPS/DUES 451249 310867 139692 690 BAD DEBT EXPENSE 387849 387849 147993658 126706929 19508129 1778600 5066766 6889099 3174900 1278406 5148756 5949814 161095 139831 788315 397685 205834292 101282079 102543158 104552213 244581284 251693911 4385811 4368234 4663368 3968657 5413553 156460 375927006 379394310 14094160 10416414 4115921 3846403 4418631 3321842 95691078 94132750 1029673 1210368 219009 162687 119568472 113090464 X 86094807 87667914 170263727 178635932 256358534 266303846 375927006 379394310 X 3641436 6328326 -24450 X X 0 1 X 1 1 1 X 20187964 24640970 17317529 15375160 13440715 90962338 20187964 24640970 17317529 15375160 13440715 90962338 12146116 78816222 3752091 4936805 5199737 5919423 5730450 25538506 1249844 924710 1366268 1288872 585117 5414811 121915655 573103230 0.64650 0.65720 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS REVENUE - 2020 AMOUNT: $ 1,249,844. 2021 AMOUNT: $ 924,710. 2022 AMOUNT: $ 1,366,268. 2023 AMOUNT: $ 1,288,872. 2024 AMOUNT: $ 585,117. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 0 0 0 0 1 157967 157967 0 PART II-B, LINE 1: LOBBYING EXPENSES IN FY 2025 WERE $157.967. ST. CATHERINE UNIVERSITY (SCU) IS A MEMBER OF THE MINNESOTA PRIVATE COLLEGE COUNCIL (MPCC), A 501(C)(4) ORGANIZATION OF THE INTERNAL REVENUE CODE. MPCC IS AN ASSOCIATION OF PRIVATE, NONPROFIT HIGHER EDUCATION INSTITUTIONS SERVING A VARIETY OF MEMBERS' SHARED NEEDS, INCLUDING, BUT NOT ONLY, NONPARTISAN AND NON-ELECTORAL ADVOCACY FOR PUBLIC POLICY THAT MEETS STUDENTS' NEEDS AND ADVANCES THE INTERESTS OF PRIVATE HIGHER EDUCATION. SCU PAID DUES TO MPCC IN THE AMOUNT OF $157,967. A PORTION OF THIS AMOUNT, BUT NOT ALL OF IT, SUPPORTED ATTEMPTS TO INFLUENCE LEGISLATION WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ("LOBBYING"). THE AMOUNT OF LOBBYING EXPENSES PAID FROM ST. CATHERINE UNIVERSITY WAS SIGNIFICANTLY LESS THAN THAT AMOUNT. 0 1 X 156154341 2612614 20367126 6176253 3318053 169639775 129354437 3051305 30045788 4483557 1813632 156154341 133127196 4831963 -2650353 4111348 1843021 129354437 143896086 6323951 -12083195 3373421 1636225 133127196 97100006 3801836 47809749 3207176 1608329 143896086 0.07682 0.92318 0.00000 1 0 4137465 4137465 151133434 72783601 78349833 31246767 28498478 2748289 19316626 19316626 104552213 SPLIT INTEREST AGREEMENTS 66224 LEASE LIABILITY 96463 162687 X 112686240 6328326 -6879 6321447 106364793 433252 44837049 45270301 151635094 102740928 17571 17571 102723357 433252 44837049 45270301 147993658 PART IV, LINE 2B: THESE ARE FUNDS HELD IN ESCROW FOR ALL THE STUDENT CLUBS ON THE ORGANIZATION'S CAMPUS. PART V, LINE 4: ENDOWMENT FUNDS ARE USED FOR SCHOLARSHIPS, FACULTY DEVELOPMENT, PROGRAMMING, AND OTHER APPROVED EXPENSES. PART X, LINE 2: THE UNIVERSITY IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE UNIVERSITY'S TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. THE UNIVERSITY UTILIZES THE PROVISIONS OF FASB ACCOUNTING STANDARDS CODIFICATION 7 40-10, ACCOUNTING FOR UNCERTAIN TAX POSITIONS. THE UNIVERSITY CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW, AND NEW AUTHORITATIVE RULINGS. THE UNIVERSITY'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE, AND LOCAL AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN FAIR VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUSTS 72,006. CHANGE IN FAIR VALUE OF SPLIT INTEREST AGREEMENTS -96,456. FUNDRAISING EXPENSES 17,571. PART XI, LINE 4B - OTHER ADJUSTMENTS: STUDENT FINANCIAL AID 45,016,685. RENTAL EXP -179,636. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 17,571. PART XII, LINE 4B - OTHER ADJUSTMENTS: STUDENT FINANCIAL AID 45,016,685. RENTAL EXPENSES -179,636. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE NON-DISCRIMINATION POLICY IS INCLUDED AT THE BOTTOM OF THE HOMEPAGE. SCHEDULE E, PART I, LINE 6 THE UNIVERSITY RECEIVES FEDERAL AND STATE GRANTS FOR STUDENT FINANCIAL ASSISTANCE. 1 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 0 0 GRANTS TO RECIPIENTS IN THE REGION 109400 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, 0 0 GRANTS TO RECIPIENTS IN THE REGION 30000 SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, 0 0 GRANTS TO RECIPIENTS IN THE REGION 1500 RUSSIA AND NEIGHBORING STATES - ARMENIA, AZERBIJAN, BELARUS, 0 0 GRANTS TO RECIPIENTS IN THE REGION 15000 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, 0 0 GRANTS TO RECIPIENTS IN THE REGION 31000 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, 0 0 GRANTS TO RECIPIENTS IN THE REGION 88550 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 0 0 PROGRAM SERVICES EDUCATION RELATED PURCHASES AND PROGRAM SERVICES 19300 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 PROGRAM SERVICES EDUCATION RELATED PURCHASES AND PROGRAM SERVICES 135734 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, 0 0 PROGRAM SERVICES EDUCATION RELATED PURCHASES AND PROGRAM SERVICES 4958 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 PROGRAM SERVICES EDUCATION RELATED PURCHASES AND PROGRAM SERVICES 32638 0 0 0 0 0 0 430484 37596 468080 SCHOLARSHIPS EAST ASIA AND THE PACIFIC 4 109400 FINANCIAL AID AWARD 0 N/A N/A SCHOLARSHIPS MIDDLE EAST AND NORTH AFRICA 2 30000 FINANCIAL AID AWARD 0 N/A N/A SCHOLARSHIPS RUSSIA AND NEIGHBORING STATES 1 15000 FINANCIAL AID AWARD 0 N/A N/A SCHOLARSHIPS SOUTH AMERICA 1 31000 FINANCIAL AID AWARD 0 N/A N/A SCHOLARSHIPS SOUTH ASIA 1 1500 FINANCIAL AID AWARD 0 N/A N/A SCHOLARSHIPS SUB-SAHARAN AFRICA 5 88550 FINANCIAL AID AWARD 0 N/A N/A 0 0 0 0 0 0 PART I, LINE 2: THE FINANCIAL AID OFFICE DETERMINES STUDENT ELIGIBILITY FOR ALL FINANCIAL AWARDS ACCORDING TO THE UNIVERSITY'S ESTABLISHED ELIGIBILITY CRITERIA AND REGULATIONS. PART I, LINE 3: THE UNIVERSITY USES THE ACCRUAL METHOD OF ACCOUNTING TO REPORT EXPENDITURES ON SCHEDULE F. GOLF TOURNAMENT 55165 41500 13665 2456 10992 4122 55165 41500 13665 2456 10992 4122 17570 -3905 1 SCHOLARSHIPS & OTHER FINANCIAL AID 2710 44741235 N/A N/A PART I, LINE 2: THE FINANCIAL AID OFFICE DETERMINES STUDENT ELIGIBILITY FOR ALL FINANCIAL AWARDS ACCORDING TO THE UNIVERSITY'S ESTABLISHED ELIGIBILITY CRITERIA, AND REGULATIONS. X X 1 1 X X X X 0 0 0 0 0 0 0 0 0 REBECCA K ROLOFF PRESIDENT (THRU 12/24) 496901 0 0 0 39533 0 22955 0 33421 0 592810 0 0 0 MARCHETA EVANS PRESIDENT (STARTED 7/24) 218665 0 3000 0 9797 0 6854 0 15130 0 253446 0 0 0 DENISE BAIRD CO-PROVOST 151690 0 0 0 31098 0 7955 0 40182 0 230925 0 0 0 JEAN HOVICK SVP IT & CIO 179482 0 0 0 9163 0 9163 0 32891 0 230699 0 0 0 DIANNE OLIVER CO-PROVOST 148904 0 0 0 21357 0 7932 0 48721 0 226914 0 0 0 TRACEY GRAN CFO 172986 0 0 0 14928 0 8226 0 23569 0 219709 0 0 0 JOHN PYLE CHIEF OF STAFF 136228 0 0 0 24587 0 7154 0 46750 0 214719 0 0 0 SEAN FITZPATRICK DEAN, HEALTH SCIENCE 128144 0 0 0 30078 0 6936 0 48700 0 213858 0 0 0 TODD SCHNELL CHIEF LEGAL OFFICER 158397 0 0 0 218 0 0 0 30718 0 189333 0 0 0 MARY THAO CONTROLLER 143020 0 0 0 0 0 6103 0 33231 0 182354 0 0 0 SUZANNE LEHMAN DEAN, SCHOOL OF NURSING 136985 0 0 0 13098 0 6441 0 23499 0 180023 0 0 0 PART I, LINE 1A THE PRESIDENT IS PROVIDED A $5,000 SPOUSAL TRAVEL ALLOWANCE EACH YEAR. THE PAYMENT WAS INCLUDED IN THE PRESIDENT'S TAXABLE WAGES. A MINNESOTA HIGHER EDUCATION FACILITIES AUTHORITY 410988525 60416JBJ8 2018-09-13 55647685 RENOVATION AND CURRENT REFUNDING 0 0 0 B MINNESOTA HIGHER EDUCATION FACILITIES AUTHORITY 410988525 60416JGW4 2023-07-18 21398856 RENOVATION AND CURRENT REFUNDING 0 0 0 A 1295000 55647685 420275 15000000 40227410 2020 1 0 1 1 B 21398856 396573 21002283 1 0 0 1 A 0 1 1 1 0 0.02400 0.00000 0.02400 0 0 1 B 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 0 1 0 0 0 0 1 B 0 0 0 0 0 0 0 0 1 A 1 B 1 DATE REBATE COMPUTATION PERFORMED ISSUER NAME: MINNESOTA HIGHER EDUCATION FACILITIES AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 11/14/2022 X 1 11000 EXPERT OPINION X 222 DONOR VALUE X 23 1431949 SECURITIES MARKET X GIFT CARD/CERTIFICATES & EVENT TICKETS 9 1069 FACE VALUE 0 0 1 0 PART I, COLUMN (B): THE UNIVERSITY REPORTS THE NUMBER OF CONTRIBUTIONS IN SCHEDULE M, PART I, COLUMN (B). FORM 990, PART VI, SECTION A, LINE 1A THE BOARD OF TRUSTEES DESIGNATES FOUR OR MORE TRUSTEES, INCLUDING THE CHAIRPERSON AND PRESIDENT TO CONSTITUTE AN EXECUTIVE COMMITTEE. TO THE EXTENT DETERMINED BY THE BOARD, THE EXECUTIVE COMMITTEE HAS THE AUTHORITY OF THE BOARD IN THE MANAGEMENT OF THE BUSINESS OF THE UNIVERSITY. THE EXECUTIVE COMMITTEE SHALL ACT ONLY IN THE INTERVAL BETWEEN MEETINGS, AND AT ALL TIMES IS SUBJECT TO THE CONTROL AND DIRECTION OF THE BOARD. FORM 990, PART VI, SECTION A, LINE 7B AN AFFIRMATIVE VOTE OF AT LEAST FOUR OF THE SPONSORSHIP COUNCIL TRUSTEES SHALL BE REQUIRED FOR THE BOARD OF TRUSTEES TO ACT ON ANY MATTER WHICH SUBSTANTIALLY AFFECTS OR ALTERS THE MISSION OR CATHOLIC IDENTITY OF THE UNIVERSITY; SELECTION OF TRUSTEES; SELECTION OR TERMINATION OF THE PRESIDENT; SALE OR MORTGAGING OF PROPERTY; MAJOR CONSTRUCTION CONTRACTS OR DEBT IN EXCESS OF THE THRESHOLDS ESTABLISHED BY THE NATIONAL CONFERENCE OF CATHOLIC BISHOPS; CLOSING OR MERGING THE UNIVERSITY; AND AMENDMENTS TO THE UNIVERSITY ARTICLES OR BYLAWS. FORM 990, PART VI, SECTION B, LINE 11B BEFORE FILING THE TAX RETURN, THE PRESIDENT AND CFO REVIEW IT. AFTER MANAGEMENT APPROVAL, THE AUDIT COMMITTEE THEN APPROVES THE TAX RETURN AS DELEGATED BY THE BOARD OF TRUSTEES. THE PUBLIC INSPECTION COPY OF THE TAX RETURN IS THEN PROVIDED ELECTRONICALLY TO THE FULL BOARD. FORM 990, PART VI, SECTION B, LINE 12C ST. CATHERINE UNIVERSITY'S CONFLICT OF INTEREST POLICY APPLIES TO ALL "INTERESTED PERSONS": OFFICERS, MEMBERS OF THE BOARD OF TRUSTEES, KEY EMPLOYEES, AND OTHER EMPLOYEES WHO MAY INFLUENCE THE ACTIONS OF THE INSTITUTION. INTERESTED PERSONS ARE REQUIRED TO COMPLETE AN ANNUAL CONFLICT OF INTEREST STATEMENT. PERIODIC REVIEWS ARE CONDUCTED TO ENSURE THE INSTITUTION OPERATES IN A MANNER CONSISTENT WITH ITS CHARITABLE PURPOSES AND DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS TAX-EXEMPT STATUS. IF A CONFLICT OR POTENTIAL CONFLICT ARISES, THE INTERESTED PERSON ALERTS THE BOARD CHAIR TO SUCH CONFLICT BEFORE PARTICIPATING IN DELIBERATIONS OR DECISIONS ON THE MATTER. THE INTERESTED PERSON IS GIVEN AN OPPORTUNITY TO DISCLOSE MATERIAL FACTS TO THE BOARD. IF A CONFLICT IS FOUND TO EXIST, THE INTERESTED PERSON MAY NOT PARTICIPATE IN DELIBERATIONS OR VOTING ON THE TRANSACTION OR ARRANGEMENT, EXCEPT TO PRESENT INFORMATION TO THE BOARD. THE BOARD CHAIR MAY APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO AVOID PERCEIVED OR ACTUAL CONFLICTS. IF THE BOARD OF TRUSTEES, OR A COMMITTEE, BELIEVES AN INDIVIDUAL HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT INFORMS THE PERSON, AFFORDS THE PERSON AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE, MAKES FURTHER INVESTIGATION AS WARRANTED, AND TAKES APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. ALL CONFLICT OF INTEREST DISCUSSIONS ARE DOCUMENTED IN THE MINUTES OF THE BOARD OR COMMITTEE MEETING. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OR COMMITTEE DESIGNED BY THE BOARD CONDUCTS A REVIEW OF THE PRESIDENT'S PERFORMANCE ON AN ANNUAL BASIS. THIS PAST YEAR HUMAN RESOURCES DID A REVIEW OF PRESIDENT COMPENSATION FROM 990 REPORTS OF OTHER HIGHER EDUCATION INSTITUTIONS AND PROVIDED A SUMMARY TO THE EXECUTIVE COMMITTEE OF THE BOARD. THE BOARD REVIEWED THE INFORMATION PROVIDED AND DETERMINED THE APPROPRIATE COMPENSATION FOR THE PRESIDENT. THE SALARIES OF OFFICERS AND KEY EMPLOYEEES WAS DETERMINED UTILIZING THE SAME MANNER AS OTHER EXEMPT AND FACULTY EMPLOYEES. ALL ELIGIBLE EMPLOYEES RECEIVED A FLAT INCREASE AMOUNT TO THEIR BASE SALARY/HOURLY WAGE. THE AMOUNT AVAILABLE FOR ANNUAL INCREASES WAS APPROVED BY THE BOARD OF TRUSTEES DURING THE ANNUAL BUDGET APPROVAL PROCESS. FORM 990, PART VI, SECTION C, LINE 19 ST. CATHERINE UNIVERSITY MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN FAIR VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUSTS 72,006. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -96,456. FORM 990, PART XII, LINE 2C: THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. SISTERS OF ST JOSEPH OF CARONDELET ST PAUL PROVINCE 1884 RANDOLPH AVENUE ST PAUL MN 55105 411765361 RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES. MN 501(C)(3) LINE 1 N/A 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0