2025-02-24T09:16:05-06:00 2024-05-31 410746749 CLIFTONLARSONALLEN LLP 220 S 6TH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2023-06-01 410695509 ST CATHERINE UNIVERSITY STCA 6516906566 2004 RANDOLPH AVENUE ST PAUL MN 551051794 TRACEY L GRAN EVP & CFO 6516906566 2025-02-19 1 0 ANN NEIL P01817922 6123764500 2025-02-19 2023 2025-03-06 01:10:19Z MARCHETA P EVANS PHD 2004 RANDOLPH AVENUE ST PAUL MN 551051794 248798218 0 0928 X WWW.STKATE.EDU X 1913 MN WE EDUCATE WOMEN TO LEAD AND INFLUENCE. 27 27 1972 1126 -84818 0 17317539 15375160 109933034 114165526 925096 16996158 1385718 1022097 129561387 147558941 39899330 42139844 0 0 61575166 61945632 135788 0 2287052 41060069 42692957 142670353 146778433 -13108966 780508 333346542 375927006 95862959 119568472 237483583 256358534 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 81950438 42139844 105959179 ST. CATHERINE UNIVERSITY CONFERS DEGREES AT THE ASSOCIATE, BACCALAUREATE, MASTER'S AND DOCTORAL LEVELS. THE TOTAL 2023-2024 ENROLLMENT IS 3,550 STUDENTS: 94.1 PERCENT WOMEN AND 41.6 PERCENT MULTICULTURAL OR INTERNATIONAL. ST CATHERINE UNIVERSITY HAS A 10:1 STUDENT TO FACULTY RATIO. AMONG NATIONALLY RANKED SCHOOLS IN MINNESOTA ST CATHERINE UNIVERSITY IS RANKED #1 IN SOCIAL MOBILITY AND #51 AMONG ALL NATIONALLY RANKED SCHOOLS.SEE SCHEDULE ODURING THE 2023-2024 ACADEMIC YEAR, ST. CATHERINE UNIVERSITY AWARDED 63 POST SECONDARY CERTIFICATES, 167 ASSOCIATE DEGREES,521 BACCALAUREATE DEGREES, 45 POST-BACCALAUREATE CERTIFICATES, 358 MASTER'S DEGREES, 3 POST MASTER'S CERTIFICATES AND 89 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 EIGHT 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 PRROGRAM 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. IN 2023 PARTICIPANTS WHO AGREED THAT THEY "SEE THEMSELVES AS A SCHOLAR' INCREASED FROM 79% (PRE-SURVEY) TO 100% (POST-SURVEY). THIS PROGRAM HAS PROVIDED RESEARCH OPPORTUNITIES ACROSS 25 DISCIPLINES TO 256 STUDENTS, INCLUDING MANY FIRST AND SECOND YEAR STUDENTS. NOTABLY STUDENT RESEARCHER DEMOGRAPHICS ALIGN WITH THE DIVERSITY OF OUR STUDENT BODY-- IN 2023 OUR COLLEGE FOR WOMEN STUDENTS WERE 49% BIPOC, 35% FIRST-GENERATION AND 40% PELL ELIGIBLE. IN THE PAST SIX YEARS THE RETENTION RATE OF SUMMER SCHOLARS STUDENTS IN THE SUBSEQUENT FALL WAS 100%. SUMMER SCHLOLARS FROM 2016-2018 ENTERING CLASSES HAD A 4-YEAR GRADUATION RATE OF 85% OR 37% HIGHER THAN THE AVERAGE 4-YEAR GRADUATION RATE FOR THOSE ENTERING CLASSES. DISSEMINATION IS A HALLMARK OF THE SUMMER SCHOLARS PROGRAM WITH 100% OF STUDENT ABSTRACTS ACCEPTED FOR PRESENTATION AT THE NATIONAL CONFERERENCE ON UNDERGRADUATE RESEARCH FOR THE PAST FIVE YEARS. WITH OPERATIONAL FUNDING FOR STUDENT TRAVEL, GIFT FUNDS AND FOUNDATION AND FEDERAL GRANTS 18 STUDENTS WERE FUNDED TO PRESENT AT NCUR 2024. MANY STUDENTS PUBLISH THEIR RESEARCH IN PEER-REVIEWED JOURNALS INCLUDING SEVEN RECENT 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 30281583 0 378059 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. 11969356 0 7828288 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. 124201377 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 5431 0 1 1972 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 27 27 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 X TRACEY GRAN 6516906043 2004 RANDOLPH AVENUE SAINT PAUL MN 55105 JEAN WINCEK CSJ CHAIR 2.00 X X 0 0 0 DIANE HUSTON 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 KENNETH CHARLES TRUSTEE 2.00 X 0 0 0 KATHRYN CLUBB TRUSTEE 2.00 X 0 0 0 ANNE GOTTE TRUSTEE 2.00 X 0 0 0 SAMANTHA HANSON 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 ANNE MCKEIG TRUSTEE 2.00 X 0 0 0 DONNA MCNAMARA TRUSTEE 2.00 X 0 0 0 JOY MILOS CSJ TRUSTEE 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 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 2.00 X 0 0 0 PAMELA JOHNSON TRUSTEE 2.00 X 0 0 0 REBECCA K ROLOFF PRESIDENT 40.00 X 536434 0 52413 TRACEY GRAN CFO 40.00 X 169501 0 33917 ELIZABETH HALLORAN THRU 0224 EVP & CAO 40.00 X 264068 0 24406 JOHN PYLE SVP ENROLLMENT MGMT 40.00 X 186957 0 42044 DIANNE OLIVER CO-PROVOST 40.00 X 178225 0 31819 JEAN HOVICK SVP IT & CIO 40.00 X 172229 0 21939 STEVEN KENNEY JR THRU 0124 SVP HR 40.00 X 146394 0 6885 BINDHU ALLAPAT DEAN HUMANITIES 40.00 X 144805 0 16919 STEPHANIE DE SAM LAZARO ASSOC PROF GHR 40.00 X 144254 0 14545 DENISE BAIRD CO-PROVOST 40.00 X 143954 0 39080 2086821 0 283967 53 0 1 0 MCGOUGH CONSTRUCTION 2727 FAIRVIEW AVN ST PAUL MN 55113 CONSTRUCTION CONTRACTOR SERVICES 9589163 ORBIS EDUCATION SERVICES 11595 N MERIDIAN ST 400 CARMEL IN 46032 ONLINE EDUCATIONAL SERVICES 2363313 SODEXO INC & AFFILIATES PO BOX 360170 PITTSBURGH PA 15251 FOOD SERVICES 2051560 KRAFT CONTRACTING LLC 2330 VENTURA DR STE 100 WOODBURY MN 55125 MECHANICAL CONTRACTOR SERVICES 1743408 TERRA GENERAL CONTRACTORS LLC 21025 COMMERCE BLVD STE 1000 ROGERS MN 55374 CONSTRUCTION CONTRACTOR SERVICES 1178899 45 12376 54140 3252230 12056414 1304379 15375160 TUITION 611600 105959179 105959179 AUXILIARY SERVICES 532000 7828288 7828288 FINANCE FEES 611600 234786 234786 FEES & DEPOSITS 611600 71752 71752 FITNESS CENTER 713940 71521 71521 114165526 5707057 5707057 317959 190411 127548 127548 -84818 212366 112324466 101035365 11289101 11289101 11289101 47699 12376 13501 34198 34198 MISCELLANEOUS REVENUE 611600 630003 630003 MEDICAL FEES 611600 116059 116059 OTA CONTRACT 611600 114289 114289 860351 147558941 114165526 -84818 18103073 41912179 41912179 227665 227665 1485277 521643 905673 57961 48501743 42459931 4705637 1336175 1832874 1582609 198980 51285 6554266 5571443 795757 187066 3571472 2086116 1353838 131518 5148196 4753122 385183 9891 665332 665332 184929 184929 174241 174241 447004 447004 6622879 6440781 99876 82222 2480303 426995 2014062 39246 5943880 3590127 2148735 205018 3741993 1994261 1723808 23924 1819667 673970 1144647 1050 841563 702552 28545 110466 347836 215288 95539 37009 4117995 3979338 138657 4785669 4513364 272305 1108607 10083 1098524 MISCELLANEOUS EXPENSES 1709186 1621561 77269 10356 REPAIRS & MAINTENANCE 1704240 635011 1065629 3600 MEMBERSHIPS/DUES 438948 283338 155345 265 BAD DEBT EXPENSE 410489 410489 146778433 124201377 20290004 2287052 3080622 5066766 2730226 3174900 4383051 5148756 160435 161095 820640 788315 198925980 96382822 83535164 102543158 228931015 244581284 4431970 4385811 5119746 4663368 153673 5413553 333346542 375927006 11302006 14094160 4687046 4115921 3818744 4418631 74925159 95691078 905184 1029673 224820 219009 95862959 119568472 X 86424477 86094807 151059106 170263727 237483583 256358534 333346542 375927006 X 780508 17987434 107009 X X 0 1 X 1 1 1 X 16664661 20187964 24640970 17317529 15375160 94186284 16664661 20187964 24640970 17317529 15375160 94186284 12181664 82004620 4273536 3752091 4936805 5199737 5919423 24081592 1679384 1249844 924710 1366268 1288872 6509078 124776954 572611050 0.65720 0.63400 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS REVENUE - 2019 AMOUNT: $ 1,679,384. 2020 AMOUNT: $ 1,249,844. 2021 AMOUNT: $ 924,710. 2022 AMOUNT: $ 1,366,268. 2023 AMOUNT: $ 1,288,872. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 0 0 0 0 1 124035 124035 0 PART II-B, LINE 1: ST CATHERINE UNIVERSITY IS A MEMBER OF THE MINNESOTA PRIVATE COLLEGE COUNCIL (MPCC), AN ORGANIZATION DESCRIBED IN SECTION 501(C) (4) OF THE INTERNAL REVENUE CODE. MPCC IS AN ASSOCIATION OF PRIVATE NONPROFIT INSTITUTIONS OF HIGHER EDUCATION THAT SERVICES 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. ST CATHERINE UNIVERSITY PAID MEMBERSHIP DUES TO MPCC OF $154,517 DURING THE FISCAL YEAR. BASED ON FIGURES PROVIDED BY MPCC, $124,035 OF THE DUES WENT IN PART TOWARD LOBBYING. 0 1 X 129354437 3051305 30045788 4483557 1813632 156154341 133127196 4831963 -2650353 4111348 1843021 129354437 143896086 6323951 -12083195 3373421 1636225 133127196 97100006 3801836 47809749 3207176 1608329 143896086 93358622 2845810 5195457 2984534 1315349 97100006 0.07699 0.92301 0.00000 1 0 2752582 2752582 138718657 68624309 70094348 30702233 27758513 2943720 26752508 26752508 102543158 SPLIT INTEREST AGREEMENTS 71400 LEASE LIABILITY 147609 219009 X 123352643 17987434 120510 18107944 105244699 364809 41949433 42314242 147558941 104477692 13501 13501 104464191 364809 41949433 42314242 146778433 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 115,691. CHANGE IN FAIR VALUE OF SPLIT INTEREST AGREEMENTS -8,682. FUNDRAISING EXPENSES 13,501. PART XI, LINE 4B - OTHER ADJUSTMENTS: STUDENT FINANCIAL AID 42,139,844. RENTAL EXP -190,411. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 13,501. PART XII, LINE 4B - OTHER ADJUSTMENTS: STUDENT FINANCIAL AID 42,139,844. RENTAL EXPENSES -190,411. 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 0 0 GRANTS TO RECIPIENTS IN THE REGION FINANCIAL AID AWARDS 53900 SOUTH ASIA 0 0 GRANTS TO RECIPIENTS IN THE REGION FINANCIAL AID AWARDS 4250 MIDDLE EAST AND NORTH AFRICA 0 0 GRANTS TO RECIPIENTS IN THE REGION FINANCIAL AID AWARDS 12330 NORTH AMERICA 0 0 GRANTS TO RECIPIENTS IN THE REGION FINANCIAL AID AWARDS 750 RUSSIA AND NEIGHBORING STATES 0 0 GRANTS TO RECIPIENTS IN THE REGION FINANCIAL AID AWARDS 30000 SOUTH AMERICA 0 0 GRANTS TO RECIPIENTS IN THE REGION FINANCIAL AID AWARDS 31850 SUB-SAHARAN AFRICA 0 0 GRANTS TO RECIPIENTS IN THE REGION FINANCIAL AID AWARDS 94585 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES EDUCATION RELATED PURCHASES AND PROGRAM SERVICES 42477 NORTH AMERICA 0 0 PROGRAM SERVICES EDUCATION RELATED PURCHASES AND PROGRAM SERVICES 9367 SOUTH AMERICA 0 0 PROGRAM SERVICES EDUCATION RELATED PURCHASES AND PROGRAM SERVICES 335 SOUTH ASIA 0 0 PROGRAM SERVICES EDUCATION RELATED PURCHASES AND PROGRAM SERVICES 260 SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES EDUCATION RELATED PURCHASES AND PROGRAM SERVICES 21788 0 0 0 0 0 0 270142 31750 301892 SCHOLARSHIPS EAST ASIA AND THE PACIFIC 4 53900 FINANCIAL AID AWARDS 0 N/A N/A SCHOLARSHIPS MIDDLE EAST AND NORTH AFRICA 3 12330 FINANCIAL AID AWARDS 0 N/A N/A SCHOLARSHIPS NORTH AMERICA 1 750 FINANCIAL AID AWARDS 0 N/A N/A SCHOLARSHIPS RUSSIA AND NEIGHBORING STATES 1 30000 FINANCIAL AID AWARDS 0 N/A N/A SCHOLARSHIPS SOUTH AMERICA 2 31850 FINANCIAL AID AWARDS 0 N/A N/A SCHOLARSHIPS SOUTH ASIA 3 4250 FINANCIAL AID AWARDS 0 N/A N/A SCHOLARSHIPS SUB-SAHARAN AFRICA 4 94585 FINANCIAL AID AWARDS 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 60075 12376 47699 1125 6583 3545 2248 60075 12376 47699 1125 6583 3545 2248 13501 34198 1 SCHOLARSHIPS & OTHER FINANCIAL AID 2789 37452993 0 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 526434 0 0 0 10000 0 30911 0 21502 0 588847 0 0 0 ELIZABETH HALLORAN THRU 0224 EVP & CAO 264068 0 0 0 0 0 15931 0 8475 0 288474 0 0 0 JOHN PYLE SVP ENROLLMENT MGMT 186957 0 0 0 0 0 11675 0 30369 0 229001 0 0 0 DIANNE OLIVER CO-PROVOST 178225 0 0 0 0 0 10989 0 20830 0 210044 0 0 0 TRACEY GRAN CFO 169501 0 0 0 0 0 10615 0 23302 0 203418 0 0 0 JEAN HOVICK SVP IT & CIO 172229 0 0 0 0 0 10615 0 11324 0 194168 0 0 0 DENISE BAIRD CO-PROVOST 143954 0 0 0 0 0 9098 0 29982 0 183034 0 0 0 BINDHU ALLAPAT DEAN HUMANITIES 144805 0 0 0 0 0 8795 0 8124 0 161724 0 0 0 STEPHANIE DE SAM LAZARO ASSOC PROF GHR 144254 0 0 0 0 0 6421 0 8124 0 158799 0 0 0 STEVEN KENNEY JR THRU 0124 SVP HR 126394 0 10000 0 10000 0 0 0 6885 0 153279 0 0 0 PART I, LINE 1A THE PRESIDENT IS PROVIDED A $10,000 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 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 36 DONOR VALUED X 29 1302115 MARKET VALUE X EQUIPMENT 1 1500 EXPERT OPINION X GIFT CARDS/CERTIFICATES AND EVENT TICKETS 7 728 FACE VALUE 0 0 1 0 PART I, COLUMN (B): THE UNIVERSITY REPORTS THE NUMBER OF CONTRIBUTORS 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. THIS ADJUSTMENT WAS INCORPORATED INTO THE PRESIDENT'S NEW SALARY AMOUNT IN 2022. 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 115,691. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -8,682. 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