2026-05-15T12:01:35-05:00 2025-06-30 410746749 CLIFTONLARSONALLEN LLP 1660 OSHKOSH AVE SUITE 200 OSHKOSH WI 54902 990 2024-07-01 391024723 MARIAN UNIVERSITY INC MARI 9209238614 45 SOUTH NATIONAL AVENUE FOND DU LAC WI 54935 MICHAEL MOOS VICE PRESIDENT OF FINANCE 9209238614 2026-05-14 1 1 KELCEY LEITL P01584977 9202315890 2026-05-14 2024 2025-03-06 01:10:19Z MICHAEL MOOS 45 SOUTH NATIONAL AVENUE FOND DU LAC WI 54935 67721110 0 X WWW.MARIANUNIVERSITY.EDU X 1963 WI MARIAN UNIVERSITY IS A CATHOLIC LIBERAL ARTS INSTITUTION OF HIGHER LEARNING OFFERING UNDERGRADUATE, GRADUATE, AND CONTINUING EDUCATION PROGRAMS WITH APPROXIMATELY 1,200 STUDENTS ANNUALLY. 18 18 651 20 239479 0 3580639 3823094 34569799 33860858 -157777 466545 560794 922633 38553455 39073130 14890425 15007369 0 0 14000291 14583691 0 0 0 9932017 9876635 38822733 39467695 -269278 -394565 57216889 58011319 5734942 5748477 51481947 52262842 X MARIAN UNIVERSITY IS A CATHOLIC APPLIED LIBERAL ARTS COMMUNITY THAT WELCOMES DIVERSE SPIRITUAL TRADITIONS SPONSORED BY THE CONGREGATION OF SISTERS OF ST AGNES. MARIAN UNIVERSITY ENGAGES STUDENTS IN THE EDUCATION OF THE WHOLE PERSON. WE EMBRACE JUSTICE AND COMPASSION AND TRANSFORM LIVES FOR PROFESSIONAL SERVICE AND LEADERSHIP IN THE GLOBAL COMMUNITY. THE FIVE CORE VALUES OF MARIAN UNIVERSITY INSPIRE EVERYTHING WE DO AT MARIAN UNIVERSITY - IN THE CLASSROOM, IN ACTIVITIES, IN SERVICE TO OTHERS AND IN OUR RELATIONSHIPS WITH EACH OTHER. COMMUNITY - RESPECTING OUR DIVERSITY AS INDIVIDUALS, WE ENCOURAGE, CHALLENGE AND NURTURE ONE ANOTHER, JOINING TOGETHER TO ACCOMPLISH OUR SHARED MISSION AND VISION. LEARNING - WE ENGAGE IN A COLLABORATIVE LIFELONG PROCESS OF SEEKING TRUTH AND APPROPRIATING KNOWLEDGE AND VALUES TO TRANSFORM THE INDIVIDUAL, OUR COMMUNITIES AND THE WORLD SERVICE THROUGH ACTIVE SERVICE AND MINISTRY. WE SUPPORT ONE ANOTHER AND SEEK TO MEET THE NEEDS OF THE LARGER COMMUNITY. 0 0 31154279 15007369 34387130 MARIAN UNIVERSITY IS A CATHOLIC LIBERAL ARTS INSTITUTION PROVIDING A COMBINATION OF EXCELLENT PROFESSIONAL TRAINING WITH A QUALITY LIBERAL ARTS EDUCATION. ANNUALLY IT SERVES APPROXIMATELY 1,200 STUDENTS. 31154279 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 0 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 116 0 651 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 18 18 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 1 1 0 X MICHAEL MOOS 9209238103 45 S NATIONAL AVE FOND DU LAC WI 54935 DAVID KLUMPYAN BOARD CHAIR 1.00 X X 0 0 0 ERIC P STONE BOARD VICE CHAIR (AS OF 10/2024) 1.00 X X 0 0 0 BRIAN H BAKER TRUSTEE 1.00 X 0 0 0 HOLLY M BRENNER TRUSTEE 1.00 X 0 0 0 RICHARD CULBERTSON TRUSTEE (AS OF 01/2025) 1.00 X 0 0 0 MARY CHRISTINE FELLERHOFF TRUSTEE 1.00 X 0 0 0 PAUL M GIDDINGS TRUSTEE 1.00 X 0 0 0 TONY GOEBEL TRUSTEE 1.00 X 0 0 0 DEBRA HELLER TRUSTEE 1.00 X 0 0 0 THOMAS HERRE TRUSTEE (THRU 04/2025) 1.00 X 0 0 0 DONNA INNES TRUSTEE 1.00 X 0 0 0 MARK LASKY TRUSTEE 1.00 X 0 0 0 SUSAN W MARTIN TRUSTEE 1.00 X 0 0 0 TED NEITZKE TRUSTEE 1.00 X 0 0 0 REGINALD PARSON TRUSTEE (AS OF 01/2025) 1.00 X 0 0 0 JOHN PFEIFER TRUSTEE (THRU 10/2024) 1.00 X 0 0 0 RICHARD V POIRIER TRUSTEE (AS OF 01/2025) 1.00 X 0 0 0 STEPHEN P RECCA TRUSTEE 1.00 X 0 0 0 TAMARA SCHATTSCHNEIDER TRUSTEE (AS OF 01/2025) 1.00 X 0 0 0 ADAM WUNDERLIN TRUSTEE 1.00 X 0 0 0 AARON A SADOFF PRESIDENT 40.00 X 125181 0 12593 JASON BARTELT VP OF ENROLLMENT 40.00 X 137300 0 996 JOSHUA CLARY VP OF STUDENT LIFE 40.00 X 108987 0 17607 ALAN JOHNSON VP OF ACADEMIC AFFAIRS 40.00 X 143050 0 1061 CHERYL SEELIG ASSOCIATE DEAN NURSING 40.00 X 149283 0 1026 MICHAEL MOOS VP OF FINANCE (AS OF 05/2025) 40.00 X 134514 0 16402 798315 0 49685 11 0 1 0 ENCOURA 75 REMITTANCE DR CHICAGO IL 60675 ENROLLMENT SERVICES 358610 INTEGRATED ROOFING 8840 W FLAGG AVE MILWAUKEE WI 53225 ROOFING SERVICES 198500 ELLUCIAN COMPANY 62578 COLLECTIONS CENTER DR CHICAGO IL 60693 STUDENT INFORMATION TECHNOLOGIES 110658 HOSPITALITY STAFFING SOLUTIONS PO BOX 742822 ATLANTA GA 30374 KITCHEN AND DINING ROOM STAFFING 110432 QUEST INTERIORS 62 N ROLLING MEADOWS DR FOND DU LAC WI 54935 BUILDING MATERIALS 108690 6 64504 1353903 2404687 3823094 TUITION AND FEES - UNDERGRAD 611310 27713603 27713603 GRADUATE PROGRAM TUITION 611310 2373873 2373873 DORMITORY AND APARTMENT RENTAL 721310 2255487 2255487 BOARD PLAN REVENUE 722210 1100400 1100400 EAA, CSA AND STAYER CENTER REVENU 721310 156680 156680 260815 260815 33860858 559229 559229 16369 0 16369 16369 16369 28158828 139881 27919688 471705 239140 -331824 -92684 -92684 312286 64504 256587 55699 55699 WAICU RESERVES 900099 679995 679995 SPECIAL EVENTS 722320 85756 2957 82799 REBATES 900099 61700 61700 23114 23114 850565 39073130 34387130 239479 623427 15007369 15007369 243119 182339 60780 12540671 9467009 3073662 25058 18865 6193 877552 661384 216168 897291 666145 231146 20385 20385 79731 79731 14481 14481 1400741 809853 590888 667049 125194 541855 1112867 694636 418231 620616 251107 369509 1385049 566958 818091 697376 689769 7607 139482 129897 9585 5514 5514 1902504 936361 966143 519692 83635 436057 FOOD AND DRINK 279909 233703 46206 MEMBERSHIPS & SUBSCRIPT 273907 119202 154705 SPECIAL PROGRAMS 192085 181946 10139 BAD DEBT AND COLLECTION 54359 54359 510888 328907 181981 39467695 31154279 8313416 0 498669 210861 5498247 4004947 91594 202624 644223 667067 1463 0 7735 16278 198815 141429 67375877 38920442 28464526 28455435 19879793 22712678 1931824 1600000 57216889 58011319 885457 1013946 4310409 4151521 81085 51141 457991 531869 5734942 5748477 X 37225029 36269904 14256918 15992938 51481947 52262842 57216889 58011319 -394565 1175460 0 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 1 5241 0 0 0 5241 0 PART II-B, LINE 1: MARIAN UNIVERSITY PAYS DUES TO WAICU FOR WHICH $5,241 HAS BEEN ALLOCATED TO LOBBYING. 10599666 25200 1056085 673852 11007099 10062299 25200 1186019 673852 10599666 10235636 33005 16763 223105 10062299 9753603 26895 455138 10235636 7476825 52503 2574275 350000 9753603 0.00000 0.52780 0.47220 0 0 879038 879038 47926016 23561546 24364470 3099756 2255575 844181 13877981 12159028 1718953 1593086 944293 648793 28455435 STUDENT AND OTHER DEPOSITS 251649 ENVIRONMENTAL REMEDIATION LIABILITY 280220 531869 26076891 1175460 588411 1763871 24313020 14481 14745629 14760110 39073130 25295996 588411 588411 24707585 14481 14745629 14760110 39467695 PART V, LINE 4: THE ORGANIZATION MAINTAINS ENDOWMENT FUNDS IN ORDER TO UTILIZE THE INCOME TO PROVIDE SCHOLARSHIPS TO THE STUDENTS OF THE UNIVERSITY. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE INCLUDED ON FORM 990, PART VIII, LINE 8B 256,587. WRITE DOWN IN VALUE OF ASSET HELD FOR INVESTMENT 331,824. PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS AND ALLOWANCES 14,729,260. RENTAL INCOME 16,369. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE INCLUDED ON FORM 990, PART VIII, LINE 8B 256,587. WRITE DOWN IN VALUE OF ASSET HELD FOR INVESTMENT 331,824. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS AND ALLOWANCES 14,729,260. RENTAL INCOME 16,369. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 MARIAN UNIVERSITY DRAWS STUDENTS NATIONWIDE. MATERIALS USED IN PROMOTIONAL ACTIVITIES AND RECRUITING EFFORTS INCLUDE A STATEMENT THAT MARIAN UNIVERSITY ADMITS STUDENTS OF ANY RACE, COLOR, RELIGION, AND NATIONAL OR ETHNIC ORIGIN. SCHEDULE E, PART I, LINE 6 THE UNIVERSITY RECEIVED FROM GOVERNMENTAL AGENCIES THE FOLLOWING FINANCIAL AID: -PELL GRANT SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANT -COLLEGE WORK STUDY -TRIO ALUMNI GOLF OUTING 51523 31855 19668 7469 13561 KORBIE GOLF OUTING 42005 31600 10405 6006 7469 3361 10 283262 1049 282213 109 218721 376790 64504 312286 6006 15047 235643 256696 55590 1 1 SCHOLARSHIPS AND GRANTS (FINANCIAL AID) 1378 14729260 0 N/A N/A WORKING FAMILIES GRANT ASSISTANCE 35 278109 0 N/A N/A PART I, LINE 2: STUDENTS REQUESTING FINANCIAL AID ARE REQUIRED TO FILL OUT A FINANCIAL AID FORM FOR EACH ACADEMIC YEAR. THE FINANCIAL AID OFFICE USES THIS INFORMATION TO DETERMINE WHICH STUDENTS QUALIFY FOR CERTAIN PROGRAMS AND SCHOLARSHIPS (FOR EXAMPLE - PELL, COLLEGE WORK-STUDY, SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANT, ETC.) THE WORKING FAMILIES GRANT PROGRAM (WFG) PROVIDES A COMPREHENSIVE SUPPORT SYSTEM THAT REMOVES COMMON BARRIERS TO HIGHER EDUCATION FOR LOW-INCOME, SINGLE PARENTS. PARTICIPANTS RECEIVE FINANCIAL ASSISTANCE INCLUDING, TUITION, CHILDCARE AND ESSENTIAL LIVING EXPENSES. STUDENTS REQUESTING WFG ASSISTANCE ARE REQUIRED TO FILL OUT AN APPLICATION FORM AND THE UNIVERSITY USES THIS INFORMATION TO DETERMINE ELGIBILITY AND AWARD ASSISTANCE. X X 1 1 X X X 0 0 0 0 0 0 0 0 0 MICHAEL MOOS VP OF FINANCE (AS OF 05/2025) 134514 0 0 0 0 0 887 0 15515 0 150916 0 0 0 CHERYL SEELIG ASSOCIATE DEAN NURSING 149283 0 0 0 0 0 870 0 156 0 150309 0 0 0 PART I, LINE 1A SOCIAL CLUB DUES WEREN'T INCLUDED ON W2 SINCE CONSIDERED A DE MINIMUS FRINGE BENEFIT. JF AHERN ADAM WUNDERLIN, TRUSTEE IS CHIEF FINANCIAL OFFICER 468386 FIRE PORTECTION SERVICES 0 CD SMITH CONSTRUCTION HOLLY BRENNER, OFFICER IS SENIOR VP STRATEGIC DEV & MARKETING 289657 CONSTRUCTION SERVICES 0 FORM 990, PART VI, SECTION A, LINE 1A EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE OF THE BOARD SHALL CONSIST OF THE CHAIRPERSON OF THE BOARD, THE VICE-CHAIRPERSON, THE PRESIDENT OF THE CORPORATION, THE SPONSORSHIP ADVISOR. AND THREE VOTING MEMBERS OF THE BOARD TO BE APPOINTED BY THE CHAIRPERSON. EACH MEMBER OF THE EXECUTIVE COMMITTEE SHALL HAVE ONE VOTE. THIS COMMITTEE SHALL HAVE THE POWER OF THE BOARD OF TRUSTEES AND THE AUTHORITY TO TRANSACT ALL NECESSARY BUSINESS ON BEHALF OF THE CORPORATION DURING THE INTERVAL BETWEEN THE MEETINGS OF THE BOARD OF TRUSTEES, PROVIDED HOWEVER THAT THE ACTION OF THE EXECUTIVE COMMITTEE IS REPORTED AT THE FIRST REGULAR MEETING OF THE BOARD WHICH FOLLOWS THE ACTION OF THE EXECUTIVE COMMITTEE, AND FURTHER THAT NO ACTION TAKEN BY THIS COMMITTEE SHALL CONFLICT IN ANY WAY WITH THE POLICIES ESTABLISHED BY THE BOARD OF TRUSTEES; AND PROVIDED FURTHER THAT IT MAY, AT ITS DISCRETION, REFER MATTERS OF MAJOR IMPORTANCE OR SPECIAL SIGNIFICANCE TO THE BOARD OF TRUSTEES. THIS COMMITTEE SHALL BE RESPONSIBLE FOR OVERSIGHT OF THE STRATEGIC PLAN. THE COMMITTEE SHALL MEET AS OFTEN AS NECESSARY AND SHALL KEEP MINUTES OF MEETINGS AND REPORT ITS ACTIONS AT THE NEXT REGULARLY SCHEDULED MEETING OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION A, LINE 6 THE CORPORATION HAS TWO CLASSES OF MEMBERS. CLASS A (GENERAL SUPERIOR OF THE CONGREGATION AND THOSE PERSONS WHO ARE MEMBERS OF THE GENERAL COUNCIL OF THE CONGREGATION) AND CLASS B (APPOINTED BY CLASS A). FORM 990, PART VI, SECTION A, LINE 7A CONGREGATION OF SISTERS OF ST. AGNES (CSA) ARE CORPORATE MEMBERS, WHO APPROVE THE MEMBERS OF THE GOVERNING BODY. CORPORATE MEMBERS APPOINT TWO PERSONS TO BE ON THE BOARD OF TRUSTEES: 1)SPONSORSHIP LIASON 2) AS A REPRESENTATIVE FOR GENERAL SUPERIOR OF CSA. FORM 990, PART VI, SECTION A, LINE 7B TRANSACTIONS OVER $500,000 THAT INVOLVE ACQUISITION OR ALIENATION (SELLING) OF LAND OR BUILDINGS OR INCURRING DEBT NEED TO BE APPROVED BY CLASS B MEMBERS. TRANSACTIONS OVER $5,705,000 (ACQUISITION OR ALIENATION OF LAND OR BUILDINGS OR INCURRING DEBT) NEED TO BE APPROVED BY CLASS A MEMBERS AND THE CONGREGATION FOR RELIGIOUS OF THE VATICAN. FORM 990, PART VI, SECTION B, LINE 11B IT IS THE POLICY OF MARIAN UNIVERSITY TO HAVE THE IRS FORM 990 REVIEWED INTERNALLY PRIOR TO FILING WITH THE IRS. THE 990 IS REVIEWED BY THE VP OF FINANCE. THE 990 WILL THEN BE SENT TO THE PRESIDENT AND THE AUDIT COMMITTEE. THERE WILL BE AN AUDIT COMMITTEE MEETING (AT TIMES INCLUDED IN THE BUSINESS COMMITTEE MEETING) THAT WILL DISCUSS AND AUTHORIZE THE 990 TO BE FILED. A COPY OF THE 990 WILL BE AVAILABLE TO THE FULL BOARD AT A REGULARLY SCHEDULED MEETING FOR REVIEW ONLY. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REVIEWS THE ANNUAL DISCLOSURE STATEMENTS AND THEN THE GOVERNING BODY AND MANAGEMENT MONITORS AND MAKES SURE DECISIONS ARE NOT MADE BY INDIVIDUALS POSSESSING A CONFLICT OF INTEREST. IF A CONFLICT IS DEEMED TO EXIST FOR A MEMBER OF THE GOVERNING BODY, SUCH PERSON SHALL NOT VOTE ON, NOR USE PERSONAL INFLUENCE ON, NOR PARTICIPATE (OTHER THAN TO PRESENT FACTUAL INFORMATION OR TO RESPOND TO QUESTIONS) IN THE DISCUSSIONS OR DELIBERATIONS WITH RESPECT TO SUCH CONTRACT OR TRANSACTION. THE MINUTES OF THE MEETING SHALL REFLECT THE DISCLOSURE MADE AND, WHERE APPLICABLE, THE ABSTENTION FROM VOTING AND PARTICIPATION. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION COMMITTEE (SUB COMMITTEE OF THE BOARD OF THE TRUSTEES) UTILIZES DATA FROM THE WISCONSIN ASSOCIATION OF INDEPENDENT COLLEGES & UNIVERSITIES (REGIONAL) AND OTHER NATIONAL SALARY DATA TO ANNUALLY COMPARE EXECUTIVE COMPENSATION. THE DATA GATHERED BY THE COMMITTEE WILL BE USED TO ENSURE THAT THE COMPENSATION FOR OFFICERS OF THE UNIVERSITY AND OTHER DISQUALIFIED PERSONS ARE GENERALLY IN LINE WITH THE COMPENSATION PHILOSOPHY, ARE WITHIN FAIR MARKET VALUE AND MEET THE STANDARDS OF REASONABLENESS. THE COMMITTEE'S MINUTES DOCUMENT THE FOREGOING PROCESS. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2025. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.