MOUNT MARY UNIVERSITY INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- MOUNT MARY UNIVERSITY INC (EIN 39-0806154)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-14
- IRS object ID
- 202431359349305498
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule F
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-14T12:13:29-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 790 N WATER ST SUITE 2000 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390806154 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOUNT MARY UNIVERSITY INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MOUN | BusinessNameControlTxt |
| Phone | 4149303033 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2900 N MENOMONEE RIVER PARKWAY | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53222 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DR ISABELLE CHERNEY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4149303126 | PhoneNum |
| Signature | 2024-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DR | PersonFirstNm |
| Person Last | ISABELLE CHERNEY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TROY MARINE CPA | PreparerPersonNm |
| PTIN | P00187863 | PTIN |
| Phone | 4147775500 | PhoneNum |
| Preparation | 2024-05-09 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DR ISABELLE CHERNEY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2900 N MENOMONEE RIVER PARKWAY | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $52,407,057 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MTMARY.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1913 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | MOUNT MARY UNIVERSITY, INC. AN URBAN CATHOLIC UNIVERSITY FOR WOMEN, SPONSORED BY THE SCHOOL SISTERS OF NOTRE DAME, PROVIDES AN ENVIRONMENT FOR THE DEVELOPMENT OF THE WHOLE PERSON. THE UNIVERSITY ENCOURAGES LEADERSHIP, INTEGRITY, AND A DEEP SENSE OF SOCIAL JUSTICE ARISING FROM A SENSITIVITY TO MORAL VALUES AND CHRISTIAN PRINCIPLES.MOUNT MARY COMMITS ITSELF TO EXCELLENCE IN TEACHING AND LEARNING WITH AN EMPHASIS ON THINKING CRITICALLY AND CREATIVELY. THE BACCALAUREATE CURRICULUM INTEGRATES THE LIBERAL ARTS WITH CAREER PREPARATION FOR WOMEN OF DIVERSE AGES AND PERSONAL CIRCUMSTANCES; THE PROGRAMS AT THE GRADUATE LEVEL PROVIDE OPPORTUNITIES FOR BOTH MEN AND WOMEN TO ENHANCE THEIR PROFESSIONAL EXCELLENCE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 23 | VotingMembersIndependentCnt |
| Total Employee | 655 | TotalEmployeeCnt |
| Total Volunteers | 100 | TotalVolunteersCnt |
| Total Gross UBI | -$11,539 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $8,230,489 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,768,417 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $30,677,172 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $30,536,917 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,746,991 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,936,383 | CYInvestmentIncomeAmt |
| PY Other Revenue | $361,812 | PYOtherRevenueAmt |
| CY Other Revenue | $241,991 | CYOtherRevenueAmt |
| PY Total Revenue | $43,016,464 | PYTotalRevenueAmt |
| CY Total Revenue | $39,483,708 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $12,002,391 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $12,854,369 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $15,652,804 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $16,783,241 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $603,040 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $11,601,212 | PYOtherExpensesAmt |
| CY Other Expenses | $10,443,150 | CYOtherExpensesAmt |
| PY Total Expenses | $39,256,407 | PYTotalExpensesAmt |
| CY Total Expenses | $40,080,760 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,760,057 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$597,052 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $76,484,409 | TotalAssetsBOYAmt |
| Total Assets EOY | $73,756,805 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $11,424,016 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,656,851 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $65,060,393 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $65,099,954 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O. MOUNT MARY UNIVERSITY, AN URBAN CATHOLIC UNIVERSITY FOR WOMEN SPONSORED BY THE SCHOOL SISTERS OF NOTRE DAME, PROVIDES AN ENVIRONMENT FOR THE DEVELOPMENT OF THE WHOLE PERSON. THE UNIVERSITY ENCOURAGES LEADERSHIP, INTEGRITY, AND A DEEP SENSE OF SOCIAL JUSTICE ARISING FROM A SENSITIVITY TO MORAL VALUES AND CHRISTIAN PRINCIPLES. MOUNT MARY COMMITS ITSELF TO EXCELLENCE IN TEACHING AND LEARNING WITH AN EMPHASIS ON THINKING CRITICALLY AND CREATIVELY. THE BACCALAUREATE CURRICULUM INTEGRATES THE LIBERAL ARTS WITH CAREER PREPARATION FOR WOMEN OF DIVERSE AGES AND PERSONAL CIRCUMSTANCES; THE PROGRAMS AT THE GRADUATE LEVEL PROVIDE OPPORTUNITIES FOR BOTH MEN AND WOMEN TO ENHANCE THEIR PROFESSIONAL EXCELLENCE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $11,701,106 | ExpenseAmt |
| Revenue | $28,754,038 | RevenueAmt |
| Desc | MOUNT MARY UNIVERSITY HAD APPROXIMATELY 928 UNDERGRADUATE (706 DEGREE SEEKING, 222 NON-DEGREE SEEKING) AND 581 GRADUATE STUDENTS ENROLLED FOR THE FISCAL YEAR ENDING JUNE 30, 2023. DURING THIS PERIOD, 100 BACHELORS DEGREES AND 5 POST BACCALAUREATE CERTIFICATES, 5 POST MASTERS CERTIFICATES, 22 DOCTORAL, AND 148 MASTER DEGREES WERE AWARDED TO STUDENTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,699,994 | ExpenseAmt |
| Desc | THE UNIVERSITY SERVICED APPROXIMATELY 1,432 STUDENTS WITH VARIOUS STUDENT ENGAGEMENT AND COMMUNITY SUPPORTING INITIATIVES. I.E. STUDENT ADVISING, INTERNATIONAL CENTER FOR STUDENTS, COUNSELING CENTER, LIBRARY. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,160,074 | ExpenseAmt |
| Revenue | $1,737,198 | RevenueAmt |
| Desc | THE UNIVERSITY SERVICED APPROXIMATELY 1,432 STUDENTS WITH ADMISSIONS, RECRUITMENT, ORIENTATION, FINANCIAL AID, TUTORING, STUDENT ENGAGEMENT, CAMPUS MINISTRY, STUDENT ADVISING, FITNESS CENTER, CAREER DEVELOPMENT, COUNSELING CENTER, REGISTRAR, RESIDENT LIFE, INFORMATION TECHNOLOGY AND ATHLETIC TEAMS FOR SUPPORT OF THE WHOLE STUDENT. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $12,854,369 | ExpenseAmt |
| Grant | $12,854,369 | GrantAmt |
| Revenue | $235,861 | RevenueAmt |
| Desc | ALL OTHER PROGRAM SERVICES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $12,854,369 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $12,854,369 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $235,861 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $30,415,543 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 165 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 655 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 24 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 23 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BUSINESS OFFICE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4149303033 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2900 N MENOMONEE RIVER PKWY | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53222 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (38 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| ISABELLE CHERNEY | |||||||
| PRESIDENT | 50.00 | Yes (X) | Yes (X) | $160,089 | $0 | $8,045 | |
| STEPHANIE RUSSELL | |||||||
| CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ERICA-NICOLE HARRIS | |||||||
| VICE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANN NATTINGER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANN TESMER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BETH HEIKKILA | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID JORGENSEN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID KRUTZ | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DR MARGARET CALLAHAN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| EILEEN SCHWALBACH | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HEATHER HERLING | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| J OMAR ANDRIETSCH | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JEFF SCOTT | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JESSICA HELFER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOEL BRENNAN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KAREN DAVIDSON | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LENA LEE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LISA JANSEN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARIE O'BRIEN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARILKA VELEZ | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARY JO LAYDEN | |||||||
| TRUSTEE (TERM. 06/2023) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MAY YER THAO | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| S SANDRA ANN WEINKE | |||||||
| TRUSTEE (TERM. 04/2023) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SCOTT NAZE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SISTER DEBRA SCIANO | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SISTER JANET ABBACCHI | |||||||
| TRUSTEE (TERM. 06/2023) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SISTER JOAN ANDERT | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SUE BELLEHUMEUR | |||||||
| TRUSTEE (TERM. 06/2023) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT O'KEEFE | |||||||
| VICE PRESIDENT | 50.00 | Yes (X) | $143,957 | $0 | $35,460 | ||
| KAREN FRIEDLEN | |||||||
| VICE PRESIDENT | 50.00 | Yes (X) | $132,186 | $0 | $39,378 | ||
| PAM OWENS | |||||||
| VICE PRESIDENT | 50.00 | Yes (X) | $133,522 | $0 | $18,823 | ||
| DAVID WEGENER | |||||||
| VICE PRESIDENT | 50.00 | Yes (X) | $129,351 | $0 | $17,477 | ||
| KERI ALIOTO | |||||||
| VICE PRESIDENT | 50.00 | Yes (X) | $128,175 | $0 | $16,966 | ||
| ROBERT SCHWARTZ | |||||||
| CHIEF TRANSFORMATION AND INNOVATION OFFICER | 50.00 | $108,348 | $0 | $30,860 | Yes (X) | ||
| CHERYL BAILEY | |||||||
| DEAN | 50.00 | $111,380 | $0 | $26,395 | Yes (X) | ||
| DAVID SMITH | |||||||
| CIO | 50.00 | $119,743 | $0 | $11,715 | Yes (X) | ||
| JANE OLSON | |||||||
| PROFESSOR (TERM. 07/2023) | 50.00 | $109,442 | $0 | $17,657 | Yes (X) | ||
| KARI INDA | |||||||
| PROFESSOR AND CHAIR | 50.00 | $104,322 | $0 | $3,368 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,380,515 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $226,144 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 13 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| AMERICAN FOOD AND VENDING | |||||
| 124 METROPOLITAN PARK | LIVERPOOL | NY | 13088 | CATERING AND FOOD SERVICES | $900,910 |
| VJS CONSTRUCTION | |||||
| W233 N2847 ROUNDY CIRCLE WEST | PEWAUKEE | WI | 53072 | CONSTRUCTION PROJECTS | $581,398 |
| BUKACEK CONSTRUCTON GROUP | |||||
| 2429 SUMMIT AVE | RACINE | WI | 53404 | CONSTRUCTION PROJECTS | $469,902 |
| IHOR HOME SERVICES LLC | |||||
| 965 ARLON COURT | BELGIUM | WI | 53004 | CLEANING SERVICES | $281,724 |
| DELL MARKETING LLP | |||||
| PO BOX 802816 | CHICAGO | IL | 60680 | TECHNOLOGY/COMPUTER EQUIPMENT/SOFTWARE/P | $234,857 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 15 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $1,283,660 | GovernmentGrantsAmt |
| All Other Contributions | $4,484,757 | AllOtherContributionsAmt |
| Noncash Contributions | $84,470 | NoncashContributionsAmt |
| Total Contributions | $5,768,417 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| STUDENT TUITION | 611600 | $28,754,038 | $28,754,038 |
| AUXILIARY ENTERPRISES | 722320 | $1,737,198 | $1,737,198 |
| INTEREST ON TUITION RE | 611600 | $34,064 | $34,064 |
| MMC COMMUNITY RENTAL | 611600 | $9,000 | $9,000 |
| DEPARTMENT REVENUE | 900099 | $2,617 | $2,617 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $30,536,917 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,079,357 | TotalRevenueColumnAmt |
| Exclusion | $3,079,357 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $154,172 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $102,361 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $51,811 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $51,811 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$11,539 | UnrelatedBusinessRevenueAmt |
| Exclusion | $63,350 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,284,882 | SecuritiesAmt |
| Other | $393,132 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,627,369 | SecuritiesAmt |
| Other | $193,619 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$342,487 | SecuritiesAmt |
| Other | $199,513 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$142,974 | TotalRevenueColumnAmt |
| Exclusion | -$142,974 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 611600 | BusinessCd |
| Total Revenue Column | $190,180 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $190,180 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $190,180 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $39,483,708 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $30,727,097 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$11,539 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,999,733 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,854,369 | TotalAmt |
| Program Services | $12,854,369 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,845,059 | TotalAmt |
| Program Services | $794,913 | ProgramServicesAmt |
| Management And General | $897,801 | ManagementAndGeneralAmt |
| Fundraising | $152,345 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,900,010 | TotalAmt |
| Program Services | $9,578,039 | ProgramServicesAmt |
| Management And General | $1,959,610 | ManagementAndGeneralAmt |
| Fundraising | $362,361 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $234,282 | TotalAmt |
| Program Services | $182,692 | ProgramServicesAmt |
| Management And General | $45,575 | ManagementAndGeneralAmt |
| Fundraising | $6,015 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,856,867 | TotalAmt |
| Program Services | $1,334,312 | ProgramServicesAmt |
| Management And General | $489,636 | ManagementAndGeneralAmt |
| Fundraising | $32,919 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $947,023 | TotalAmt |
| Program Services | $719,892 | ProgramServicesAmt |
| Management And General | $196,585 | ManagementAndGeneralAmt |
| Fundraising | $30,546 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $429,742 | TotalAmt |
| Program Services | $52,195 | ProgramServicesAmt |
| Management And General | $367,878 | ManagementAndGeneralAmt |
| Fundraising | $9,669 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,529 | TotalAmt |
| Management And General | $90,529 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $765,391 | TotalAmt |
| Program Services | $373,407 | ProgramServicesAmt |
| Management And General | $391,984 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,952,012 | TotalAmt |
| Program Services | $1,415,649 | ProgramServicesAmt |
| Management And General | $530,155 | ManagementAndGeneralAmt |
| Fundraising | $6,208 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $606,534 | TotalAmt |
| Program Services | $40,450 | ProgramServicesAmt |
| Management And General | $565,997 | ManagementAndGeneralAmt |
| Fundraising | $87 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,609,269 | TotalAmt |
| Program Services | $1,725,169 | ProgramServicesAmt |
| Management And General | $881,210 | ManagementAndGeneralAmt |
| Fundraising | $2,890 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $217,446 | TotalAmt |
| Management And General | $217,446 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,726,745 | TotalAmt |
| Program Services | $1,123,770 | ProgramServicesAmt |
| Management And General | $602,975 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $504,145 | TotalAmt |
| Management And General | $504,145 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|
| FOOD SERVICE COSTS | $804,348 | $804,348 | |
| OTHER EXPENSES | $534,030 | $313,344 | $220,686 |
| BAD DEBT ALLOWANCE | $202,959 | $202,959 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,080,760 | TotalAmt |
| Program Services | $30,415,543 | ProgramServicesAmt |
| Management And General | $9,062,177 | ManagementAndGeneralAmt |
| Fundraising | $603,040 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,806,321 | BOYAmt |
| EOY | $2,133,168 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,000,957 | BOYAmt |
| EOY | $1,603,569 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,949,347 | BOYAmt |
| EOY | $3,204,885 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $499,552 | BOYAmt |
| EOY | $540,968 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $564,934 | BOYAmt |
| EOY | $703,793 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $67,314,692 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $40,601,910 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,604,197 | BOYAmt |
| EOY | $26,712,782 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,970,101 | BOYAmt |
| EOY | $38,768,640 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,000 | BOYAmt |
| EOY | $89,000 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,484,409 | BOYAmt |
| EOY | $73,756,805 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,756,057 | BOYAmt |
| EOY | $1,772,563 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $853,204 | BOYAmt |
| EOY | $870,536 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,750,036 | BOYAmt |
| EOY | $5,000,410 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,000,000 | BOYAmt |
| EOY | $1,000,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,719 | BOYAmt |
| EOY | $13,342 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,424,016 | BOYAmt |
| EOY | $8,656,851 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,300,473 | BOYAmt |
| EOY | $33,204,272 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,759,920 | BOYAmt |
| EOY | $31,895,682 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,060,393 | BOYAmt |
| EOY | $65,099,954 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,484,409 | BOYAmt |
| EOY | $73,756,805 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$597,052 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,551,784 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$1,915,171 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $25,553,567 | BeginningYearBalanceAmt |
| Contributions | $849,632 | ContributionsAmt |
| Investment Earnings Or Losses | $2,676,263 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,873,000 | GrantsOrScholarshipsAmt |
| End Year Balance | $27,206,462 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $28,920,096 | BeginningYearBalanceAmt |
| Contributions | $2,468,717 | ContributionsAmt |
| Investment Earnings Or Losses | -$4,720,246 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,115,000 | GrantsOrScholarshipsAmt |
| End Year Balance | $25,553,567 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $22,877,952 | BeginningYearBalanceAmt |
| Contributions | $524,644 | ContributionsAmt |
| Investment Earnings Or Losses | $6,557,504 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,040,004 | GrantsOrScholarshipsAmt |
| End Year Balance | $28,920,096 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $23,024,287 | BeginningYearBalanceAmt |
| Contributions | $336,139 | ContributionsAmt |
| Investment Earnings Or Losses | $467,526 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $950,000 | GrantsOrScholarshipsAmt |
| End Year Balance | $22,877,952 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $22,583,496 | BeginningYearBalanceAmt |
| Contributions | $678,609 | ContributionsAmt |
| Investment Earnings Or Losses | $1,130,178 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $796,376 | GrantsOrScholarshipsAmt |
| Other Expenditures | $571,620 | OtherExpendituresAmt |
| End Year Balance | $23,024,287 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.01000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.69000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.30000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $516,846 | OtherCostOrOtherBasisAmt |
| Book Value | $516,846 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $47,507,478 | OtherCostOrOtherBasisAmt |
| Depreciation | $23,993,970 | DepreciationAmt |
| Book Value | $23,513,508 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $13,921,396 | OtherCostOrOtherBasisAmt |
| Depreciation | $12,639,500 | DepreciationAmt |
| Book Value | $1,281,896 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,368,972 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,968,440 | DepreciationAmt |
| Book Value | $1,400,532 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $26,712,782 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ANNUITY OBLIGATIONS | Desc |
| Amt | $13,342 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $13,342 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $27,277,784 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,551,784 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$1,812,810 | OtherRevenueAmt |
| Revenue Not Reported | $738,974 | RevenueNotReportedAmt |
| Revenue Subtotal | $26,538,810 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $90,529 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $12,854,369 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $12,944,898 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $39,483,708 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $27,238,223 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $102,361 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $102,361 | ExpensesNotReportedAmt |
| Expenses Subtotal | $27,135,862 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $90,529 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $12,854,369 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $12,944,898 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $40,080,760 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE UNIVERSITY HAS RECEIVED A DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE INDICATING THAT IT IS A TAX-EXEMPT ORGANIZATION AS PROVIDED FOR IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES, EXCEPT FOR TAXES PERTAINING TO UNRELATED BUSINESS INCOME. NO PROVISION HAS BEEN MADE FOR INCOME TAXES IN THE ACCOMPANYING FINANCIAL STATEMENTS BECAUSE THE UNIVERSITY DOES NOT HAVE A SIGNIFICANT AMOUNT OF UNRELATED BUSINESS INCOME. THE UNIVERSITY FOLLOWS THE ACCOUNTING STANDARDS FOR CONTINGENCIES IN EVALUATING UNCERTAIN TAX POSITIONS. THE GUIDANCE PRESCRIBES RECOGNITION THRESHOLD PRINCIPLES FOR THE FINANCIAL STATEMENT RECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. NO LIABILITY HAS BEEN RECOGNIZED BY THE UNIVERSITY FOR UNCERTAIN TAX POSITION AS OF JUNE 30, 2023 AND 2022. THE UNIVERSITY'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION FOR FEDERAL AND STATE AUTHORITIES. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES 102,361. EXCESS WITHDRAWALS OVER INCOME EARNED FOR POOLED ENDOWMENT INVESTMENT -1,873,000. CHANGE IN FAIR VALUE OF INTEREST RATE SWAP AGREEMENT 42,077. NET REALIZED LOSS ON BOND REFINANCING -84,248. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIPS AND TUITION DISCOUNTS 12,854,369. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES 102,361. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIPS AND TUITION DISCOUNTS 12,854,369. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | NEWSPAPER ANNOUNCEMENTS, BROCHURES, COURSE DESCRIPTIONS |
| SCHEDULE E, PART I, LINE 6 | VARIOUS GOVERNMENT GRANTS TO PROVIDE FINANCIAL AID TO STUDENTS |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (6 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EUROPE | 0 | 0 | AACUPI DUES | EXPENDITURES | $685 |
| ROME | 0 | 0 | TRAVEL, HOTELS, MEALS, TOURS, TUITION, SCHOLARSHIPS, INSURANCE | STUDY ABROAD | $27,633 |
| NIGERIA | 0 | 0 | EDUCATIONAL | SCHOLARSHIPS | $16,695 |
| VIETNAM | 0 | 0 | EDUCATIONAL | SCHOLARSHIPS | $33,390 |
| VANCOUVER | 0 | 0 | EDUCATIONAL | SCHOLARSHIPS | $33,410 |
| IRELAND | 0 | 0 | EDUCATIONAL | SCHOLARSHIPS | $32,700 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $144,513 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $144,513 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | INTERNATIONAL STUDENTS RECEIVE GRANT AWARDS FOR ATTENDING THE UNIVERSITY. IN THE US STUDENT'S ELIGIBILITY FOR GRANT SUPPORT IS DEPENDENT ONLY ON THEIR STATUS AS AN INTERNATIONAL STUDENT. THE ADMISSIONS AND REGISTRAR'S OFFICES VERIFY THE INTERNATIONAL STUDENT STATUS USING THEIR VISAS. THE FINANCIAL AID OFFICE POSTS THE FINANCIAL AID AWARD TO THEIR AID PACKAGE AND THE BUSINESS OFFICE POSTS THE AID ON THEIR STUDENT ACCOUNT. NO PAYMENTS OF CASH ARE MADE TO INTERNATIONAL STUDENTS DIRECTLY FOR THEIR GRANT AWARDS. |
| PART III ACCOUNTING METHOD: |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | EDUCATIONAL SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 649 | RecipientCnt |
| Cash Grant | $12,854,369 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | EACH STUDENT IS REVIEWED BY TWO OR THREE INDIVIDUALS IN THE AWARDING PROCESS. STUDENTS ARE THEN AWARDED GRANT FUNDS BASED ON FEDERAL, STATE, AND INSTITUTIONAL REGULATIONS, GUIDELINES AND INSTITUTIONAL MATRIX PROCEDURES FOR MONITORING FUNDS ARE ALSO BUILT INTO THE COMPUTER AWARDING SOFTWARE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROBERT O'KEEFE | ||||||||||||||
| VICE PRESIDENT | $143,957 | $0 | $0 | $0 | $0 | $0 | $5,504 | $0 | $29,956 | $0 | $179,417 | $0 | $0 | $0 |
| KAREN FRIEDLEN | ||||||||||||||
| VICE PRESIDENT | $132,186 | $0 | $0 | $0 | $0 | $0 | $5,151 | $0 | $34,227 | $0 | $171,564 | $0 | $0 | $0 |
| ISABELLE CHERNEY | ||||||||||||||
| PRESIDENT | $153,747 | $0 | $0 | $0 | $6,342 | $0 | $0 | $0 | $8,045 | $0 | $168,134 | $0 | $0 | $0 |
| PAM OWENS | ||||||||||||||
| VICE PRESIDENT | $133,522 | $0 | $0 | $0 | $0 | $0 | $4,902 | $0 | $13,921 | $0 | $152,345 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | THE PRESIDENT'S CONTRACT INCLUDES A CAR ALLOWANCE. THE ALLOWANCE IS PAID THROUGH PAYROLL AND SUBSEQUENTLY TAXED ACCORDINGLY. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WISCONSIN HEALTH AND EDUCATIONAL FACILITIES AUTHORITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 391337855 | BondIssuerEIN |
| CUSIP | NONEAVAIL | CUSIPNum |
| Bond Issued | 2023-05-01 | BondIssuedDt |
| Issue Price | $5,077,000 | IssuePriceAmt |
| Purpose | REFINANCE | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $5,000,000 | RetiredAmt |
| Total Proceeds | $5,077,000 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $77,000 | IssuanceCostsFromProceedsAmt |
| Refunding Tax Exempt Bonds | 0 | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | Yes (1) | Form8038TFiledInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (4 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| VJS CONSTRUCTION SERVICES INC | |||
| A TRUSTEE OF THE UNIVERSITY | $581,397 | A TRUSTEE IS A PRINCIPAL OF VJS CONSTRUCTION SERVICES, INC. MOUNT MARY CONTRACTED WITH VJS CONSTRUCTION SERVICES, INC. TO PROVIDE CONSTRUCTION MANAGEMENT SERVICES. | 0 |
| ROBERT W BAIRD & CO INC | |||
| A TRUSTEE OF THE UNIVERSITY | $90,529 | A TRUSTEE OF THE UNIVERSITY IS A PRINCIPAL AT ROBERT W. BAIRD & CO. INC. MOUNT MARY UNIVERSITY ENGAGES ROBERT BAIRD FOR INVESTMENT SERVICES OF THEIR INVESTMENT AND ENDOWMENT ACCOUNTS AND PAYS INVESTMENT FEES. | 0 |
| MICHAEL BEST & FRIEDRICH LLC | |||
| A TRUSTEE OF THE UNIVERSITY | $27,385 | A TRUSTEE OF THE UNIVERSITY IS A PRINCIPAL AT MICHAEL BEST. MOUNT MARY UNIVERSITY CONTINUALLY USES THEIR SERVICES FOR LEGAL MATTERS. | 0 |
| MARSH USA | |||
| A TRUSTEE OF THE UNIVERSITY | $457,739 | A TRUSTEE OF THE UNIVERSITY IS A PRINCIPAL AT MARSH USA. MOUNT MARY UNIVERSITY CONTINUALLY USES THEIR SERVICES FOR INSURANCE MATTERS BY WAY OF A WAICU CONSORTIUM. | 0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $84,470 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 7B | SCHOOL SISTERS OF NOTRE DAME (SSND) CORPORATE BOARD WHO MUST APPROVE CERTAIN THINGS UNDER "RESERVED POWERS". |
| FORM 990, PART VI, SECTION B, LINE 11B | A COPY OF THE FORM 990 WAS PROVIDED TO THE ENTIRE BOARD, WHICH INCLUDES THE AUDIT AND RISK MANAGEMENT COMMITTEE, PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | A FORM IS SIGNED ANNUALLY BY THE BOARD OF DIRECTORS. THIS FORM IS SENT TO THE PRESIDENT AND MONITORED BY THAT OFFICE. |
| FORM 990, PART VI, SECTION B, LINE 15 | SALARIES ARE COMPARED TO WAICU SURVEYS. THE PRESIDENT'S SALARY GOES TO THE BOARD FOR APPROVAL FOR INCREASES. THE VICE PRESIDENTS' SALARY INCREASE APPROVALS GO TO THE PRESIDENT. THE CFO MONITORS THE PRESIDENT'S COMPENSATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE OFFICES OF THE UNIVERSITY. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE/INTEREST RATE SWAP AGREEMENT 42,077. EXCESS WITHDRAWALS OVER INCOME EARNED FOR POOLED ENDOWMENT INVESTMENT -1,873,000. NET REALIZED LOSS ON BOND REFINANCING -84,248. |
| FORM 990, PART XII, LINE 2C: | THE UNIVERSITY HAS NOT CHANGED ITS OVERSIGHT PROCESS OR THE PROCESS USED TO SELECT AN INDEPENDENT ACCOUNTANT. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHOOL SISTERS OF NOTRE DAME | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13105 WATERTOWN PLANK ROAD | AddressLine1Txt |
| City | ELM GROVE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53122 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390806379 | EIN |
| Primary Activities | SPONSORING ORGANIZATION OF MOUNT MARY UNIVERSITY | PrimaryActivitiesTxt |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 1 | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SSND MMU MCH VENTURE INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9525 WEST BURLEIGH STREET | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 844473861 | EIN |
| Primary Activities | C CORPORATION | PrimaryActivitiesTxt |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Entity Type | C | EntityTypeTxt |
| Ownership | 0.33330 | OwnershipPct |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Comments