2024-05-13T09:38:07-05:00 2023-06-30 390758449 WIPFLI LLP 1502 LONDON ROAD SUITE 200 DULUTH MN 55812 990 2022-07-01 390978445 VITERBO UNIVERSITY VITE 6087963856 900 VITERBO DRIVE LA CROSSE WI 54601 RICHARD TRIETLEY JR PRESIDENT 6087963856 2024-05-08 1 RICHARD TRIETLEY JR 999009999 1 MICHAEL J PETERSON CPA P01833529 2187224705 2024-05-07 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z RICHARD TRIETLEY JR 900 VITERBO DRIVE LA CROSSE WI 54601 131791343 0 0928 X WWW.VITERBO.EDU X 1890 WI THE VITERBO UNIVERSITY COMMUNITY PREPARES STUDENTS FOR FAITHFUL SERVICE AND ETHICAL LEADERSHIP 31 31 1223 110 0 0 6116130 4478006 55663798 55012239 6754731 1396140 -3870 -20675 68530789 60865710 20317862 18332631 0 0 26024414 26449909 0 0 1066315 17883928 18436886 64226204 63219426 4304585 -2353716 128813005 129856746 10739542 10058290 118073463 119798456 X THE VITERBO UNIVERSITY COMMUNITY PREPARES STUDENTS FOR FAITHFUL SERVICE AND ETHICAL LEADERSHIP 0 0 28051913 18332631 47619848 INSTRUCTION - POST-SECONDARY EDUCATION, WITH PROGRAMS FOR TRADITIONAL UNDERGRADUATE STUDENTS, ACCELERATED PROGRAMS FOR WORKING ADULTS, AND GRADUATE EDUCATION FOR APPROXIMATELY 2,500 STUDENTS. 9662222 0 903656 STUDENT SERVICES - STUDENT SUPPORT SERVICES PROVIDED FOR ALL STUDENTS, INCLUDING STUDENT ACTIVITIES REGISTRAR, ADMISSIONS, FINANCIAL AID, HEALTH SERVICES, ATHLETICS, LEARNING CENTER, AND CAREER SERVICES. 5064368 0 0 AUXILIARY SERVICES - RESIDENCE HALLS AND FOOD SERVICE PROGRAMS, SERVING A RESIDENTIAL CAPACITY OF APPROXIMATELY 650 STUDENTS. 4867185 0 0 ACADEMIC SUPPORT, FINE ARTS, AND OTHER PUBLIC SERVICES. 4867185 0 0 47645688 1 1 0 0 0 0 0 0 1 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 0 0 0 1 0 0 0 0 0 0 0 0 1 129 0 1223 1 0 0 0 0 0 0 0 0 0 0 0 0 X 31 31 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X AMY M SCHMIDT 6087963856 900 VITERBO DRIVE LA CROSSE WI 54601 JOHN MCHUGH CHAIRPERSON 1.00 X X 0 0 0 PAUL MUELLER MD VICE CHAIRPERSON 1.00 X X 0 0 0 HELEN ELSBERND FSPA SECRETARY 1.00 X X 0 0 0 MARK SCHNEIDER TREASURER 1.00 X X 0 0 0 CHAD BABCOCK TRUSTEE 1.00 X 0 0 0 LAQUITA BECKER TRUSTEE 1.00 X 0 0 0 ANTHONY BINSFELD TRUSTEE 1.00 X 0 0 0 ANN BOLAND TRUSTEE 1.00 X 0 0 0 GEORGIA CHRISTENSEN FSPA TRUSTEE 1.00 X 0 0 0 FR DAVID COUTURIER TRUSTEE 1.00 X 0 0 0 ANDREW DAHL TRUSTEE 1.00 X 0 0 0 CHARLES D GELATT JR TRUSTEE 1.00 X 0 0 0 KOURTNEY GIBSON TRUSTEE 1.00 X 0 0 0 MARGARET HAMMELL TRUSTEE 1.00 X 0 0 0 CYNTHIA HOUGUM TRUSTEE 1.00 X 0 0 0 THERESA KELLER TRUSTEE 1.00 X 0 0 0 JANE KIRSCHLING TRUSTEE 1.00 X 0 0 0 GREGORY LIND TRUSTEE 1.00 X 0 0 0 FR TOM LINDNER TRUSTEE 1.00 X 0 0 0 JOHN LYCHE TRUSTEE 1.00 X 0 0 0 LEE'ANN MATHY TRUSTEE 1.00 X 0 0 0 PAUL MOLLING DO TRUSTEE 1.00 X 0 0 0 MICHAEL NICKEL TRUSTEE 1.00 X 0 0 0 MICHAEL QUILLIN TRUSTEE 1.00 X 0 0 0 SCOTT RATHGABER MD TRUSTEE 1.00 X 0 0 0 DUANE RING JR TRUSTEE 1.00 X 0 0 0 ARBENDER ROBINSON TRUSTEE 1.00 X 0 0 0 BRIAN SOLLER TRUSTEE 1.00 X 0 0 0 BRADLEY STURM TRUSTEE 1.00 X 0 0 0 BETH SUMNER TRUSTEE 1.00 X 0 0 0 MATTHEW WATSON TRUSTEE 1.00 X 0 0 0 RICHARD TRIETLEY PRESIDENT 40.00 X 309088 0 17904 TONYA WAGNER VICE PRESIDENT 40.00 X 106871 0 32941 SARA COOK VICE PRESIDENT (TERMED (11/2022) 40.00 X 143791 0 7575 AMY SCHMIDT VP OF FINANCE 40.00 X 0 0 0 LILLIAN WANJAGI VP OF FINANCE (TERMED 10/2022) 40.00 X 156717 0 18993 MICHELLE KRONFELD VP ENROLLMENT MANAGEMENT 40.00 X 122420 0 32935 JAMES SALMO VP ADVANCEMENT 40.00 X 138291 0 15321 MARLENE DE LA CRUZ-GUZMAN VP DIVERSITY, EQUITY, AND INCLUSION 40.00 X 130178 0 25192 KIRSTEN GABRIEL VP STUDENT LIFE AND DEAN OF STUDENTS 40.00 X 112276 0 339 MARY ELLEN STOLDER DEAN 40.00 X 116754 0 31128 1336386 0 182328 9 0 1 0 ARAMARK 1101 MARKET ST PHILADELPHIA PA 19107 FOOD SERVICE 2050306 ELLUCIAN 2003 EDMUND HALLEY DR STE 500 RESTON VA 20191 TECHNOLOGY SERVICES 368324 READY BUS LINE PO BOX 256 LA CRESCENT MN 55947 TRANSPORTATION SERVICES 295595 UNITED STATES POST OFFICE 425 STATE STREET LA CROSSE WI 54601 BULK MAIL SERVICES 176440 COLLEGIATE ENTERPRISE SOLUTIONS LLC 3 CENTENNIAL DR STE 320 PEABODY MA 01960 INTERIM LEADERSHIP SERVICES 164903 25 43379 927045 3507582 74726 4478006 TUITION & FEES 611600 47619848 47619848 DORM/FOOD & OTHER AUXILARY 611710 6488735 6488735 EVENT ADMISSIONS 711110 823328 823328 OTHER STUDENT SERVICES 611600 80328 80328 55012239 2913377 2913377 34014 0 34014 34014 34014 69322943 10478 70850658 0 -1527715 10478 -1517237 -1517237 20286 43379 74975 -54689 -54689 60865710 48523504 0 7864200 18332631 18332631 705618 705618 20233324 16180847 3467800 584677 566056 441125 98707 26224 3460150 2612312 713331 134507 1484761 1160576 282687 41498 626 626 78802 78802 221740 221740 5603258 2216496 3326814 59948 654088 62729 584001 7358 4858976 2498859 2238317 121800 2399223 261775 2137448 1293113 1167536 92037 33540 61504 51635 9869 8906 8906 2288079 2288079 307114 28 307086 MEMBERSHIPS & PERIODICA 234602 89432 136783 8387 REFERENCE BOOKS 170990 122564 50 48376 255865 159064 96801 63219426 47645688 14507423 1066315 8085200 5356085 3092678 2679866 575411 501755 80889 68158 1116081 1020976 99196666 50919107 49610916 48277559 63979610 69905158 2272220 1892322 0 154867 128813005 129856746 3211555 3189919 2513506 2510136 104904 0 888089 519993 4021488 3838242 10739542 10058290 X 89091196 87238417 28982267 32560039 118073463 119798456 128813005 129856746 -2353716 4078709 0 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 60778544 2435336 4956294 726845 2468567 64974762 68452038 559251 -7261554 710705 260486 60778544 55256922 164748 13711124 680756 68452038 55673184 354811 -42792 728281 55256922 53984208 107190 2241018 659232 55673184 0.56790 0.30900 0.12310 1 0 3840120 3840120 78652914 37722243 40930671 14456240 12511325 1944915 2247392 685539 1561853 48277559 ASSETS RETIREMENT OBLIGATION 317374 OTHER LIABILITY - BOYS AND GIRLS CLUB 1000000 US GOVERNMENT GRANTS REFUNDABLE 2096755 OPERATING AND CAPITAL LEASES 424113 3838242 48718101 4078709 -16079553 -12000844 60718945 221740 -74975 146765 60865710 46993108 74975 74975 46918133 221740 16079553 16301293 63219426 PART IV, LINE 2B: THE UNIVERSITY MAINTAINS DEPOSITS FOR VARIOUS STUDENT ACTIVITIES; HOWEVER, THE UNIVERSITY'S FUNCTION IS LIMITED TO BOOKKEEPING ONLY. THE AMOUNTS ARE REPORTED IN THE ACCOMPANYING STATEMENTS OF FINANCIAL POSITION AS BOTH AN ASSET AND LIABILITY. PART V, LINE 4: ENDOWMENT FUNDS SUPPORT STUDENT SCHOLARSHIPS, ACADEMIC PROGRAMMING AND INSTITUTIONAL OPERATIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: SCHOLARSHIPS & GRANTS -16,079,553. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSE NETTED WITH SPECIAL EVENTS REVENUE -74,975. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 74,975. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS AND GRANTS 16,079,553. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 RACIALLY NON-DISCRIMINATORY POLICY IS CLEARLY EMPHASIZED IN ALL PRINT AND BROADCAST MEDIA ADVERTISING. SCHEDULE E, PART I, LINE 6 VITERBO UNIVERSITY RECEIVES GOVERNMENT GRANTS AND FEDERAL LOAN PROGRAM FUNDS. GOLF OUTING 51743 37605 14138 18383 44473 GOLF SCRAMBLE 11922 5774 6148 7066 5053 63665 43379 20286 25449 49526 74975 -54689 1 INSTITUTIONAL GRANTS AND DISCOUNTS TO STUDENTS 1239 18332631 PART I, LINE 2: DISBURSEMENTS TO STUDENTS RECEIVING FINANCIAL AID ARE MADE IN ACCORDANCE WITH INSTITUTIONAL PROCEDURES TO ENSURE THAT THOSE RECEIVING THE AID ARE QUALIFYING RECIPIENTS. THESE RECIPIENTS ARE JUDGED WORTHY BY ASSESSING THEIR ACADEMIC ACHIEVEMENT, FINANCIAL NEED, AND OTHER SIMILAR STANDARDS. X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 RICHARD TRIETLEY PRESIDENT 307540 0 0 0 1548 0 15471 0 2433 0 326992 0 0 0 LILLIAN WANJAGI VP OF FINANCE (TERMED 10/2022) 156027 0 0 0 690 0 0 0 18993 0 175710 0 0 0 MARLENE DE LA CRUZ-GUZMAN VP DIVERSITY, EQUITY, AND INCLUSION 116424 0 13216 0 538 0 0 0 25192 0 155370 0 0 0 MICHELLE KRONFELD VP ENROLLMENT MANAGEMENT 122014 0 30 0 376 0 6468 0 26467 0 155355 0 0 0 JAMES SALMO VP ADVANCEMENT 136398 0 0 0 1893 0 7204 0 8117 0 153612 0 0 0 SARA COOK VICE PRESIDENT (TERMED (11/2022) 143393 0 0 0 398 0 7170 0 405 0 151366 0 0 0 X 3801 FAIR MARKET VALUE X 6 70925 FAIR MARKET VALUE 0 0 1 0 FORM 990, PART VI, SECTION A, LINE 6 THE CORPORATION HAS NO CAPITAL STOCK BUT DOES HAVE MEMBERS AT ALL TIMES. THE MEMBERS OF THE CORPORATION SHALL BE THOSE PERSONS WHO ARE ELECTED MEMBERS OF VITERBO MINISTRIES, AND WHO HAVE THE TITLES OF CHAIRPERSON, VICE CHAIRPERSON, SECRETARY, TREASURER, AND SUCH OTHER OFFICERS AS MAY BE ELECTED FROM TIME TO TIME BY THE MEMBERS OF VITERBO MINISTRIES. EACH MEMBER IS ENTITLED TO ONE VOTE AND MAY HOLD OFFICE IN THE CORPORATION. FORM 990, PART VI, SECTION A, LINE 7A POWERS OF THE MEMBERS INCLUDE: TO CHANGE PHILOSOPHY, OBJECTIVES, AND PURPOSES OF THE CORPORATION; TO ELECT MEMBERS OF THE BOARD OF TRUSTEES; TO AMEND, ALTER, MODIFY, OR REPEAL ARTICLES OF INCORPORATION AND/OR BYLAWS; TO MERGE OR CONSOLIDATE THE CORPORATION WITH ANOTHER ORGANIZATION; TO DISSOLVE OR TERMINATE THE CORPORATION AND DETERMINE FINAL DISTRIBUTION OF ASSETS; TO REQUIRE A CERTIFIED AUDIT OF CORPORATE FUNDS AT ANY TIME. FORM 990, PART VI, SECTION A, LINE 7B THE FOLLOWING ACTIONS REQUIRE APPROVAL BY THE MEMBERS: APPOINTMENT OF THE PRESIDENT OF THE CORPORATION; ACQUISITION, PURCHASE, SALE, LEASE, TRANSFER, MORTGAGE, PLEDGE, OR ENCUMBRANCE OF ANY REAL ESTATE OR OF ANY SUBSTANTIAL PART OF OTHER ASSETS OF THE CORPORATION; ANY NEGOTIATION RESULTING IN AN INCREMENT OR ADDITIONS TO THE DEBT OF THE CORPORATION THAT EXCEEDS $2,500,000; ANY BORROWING NOT INDICATED IN THE CAPITAL OR OPERATING BUDGETS OF THE CORPORATION; THE ACCEPTANCE OF ANY CONTRACTS WHERE THE EXPENDITURE OF OBLIGATION INCURRED IS IN EXCESS OF $2,500,000. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PROVIDED TO THE BOARD OF TRUSTEES AUDIT COMMITTEE FOR REVIEW/DISCUSSION/APPROVAL AND THEN FORWARDED TO THE FULL BOARD OF TRUSTEES. THE FORMS ARE THEN FILED WITH THE APPROPRIATE GOVERNMENT AGENCIES. FORM 990, PART VI, SECTION B, LINE 12C IT IS THE RESPONSIBILITY OF EACH TRUSTEE TO DISCLOSE ANY DUALITY OF INTEREST OR POSSIBLE CONFLICT OF INTEREST AND TO MAKE THIS A MATTER OF RECORD EITHER THROUGH AN ANNUAL PROCESS OR WHEN THE INTEREST BECOMES A MATTER OF BOARD ACTION. ANY TRUSTEE HAVING A DUALITY OF INTEREST OR A POSSIBLE CONFLICT OF INTEREST ON ANY MATTER SHOULD NOT VOTE OR USE HIS/HER PERSONAL INFLUENCE ON THE MATTER AND HE/SHE SHOULD NOT BE COUNTED IN DETERMINING THE QUORUM FOR THE MEETING. THE MINUTES OF THE MEETING SHOULD REFLECT THAT THE DISCLOSURE WAS MADE, AND ABSTENTION WAS MADE FROM VOTING IN THE QUORUM SITUATION. THIS DUALITY OF INTEREST SHOULD NOT BE CONSTRUED AS PREVENTING THE TRUSTEE FROM BRIEFLY STATING HIS/HER POSITION IN THE MATTER OR FROM ANSWERING PERTINENT QUESTIONS OF OTHER TRUSTEES SINCE HIS/HER KNOWLEDGE MAY BE OF ASSISTANCE. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF TRUSTEES APPROVES ALL COMPENSATION. FOR THE PRESIDENT, AND WAICU DATA IS USED FOR BENCHMARKING. FOR ALL OFFICERS/ADMINISTRATORS, CUPA DATA IS USED FOR BENCHMARKING. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST.