2024-05-15T11:29:05-05:00 2023-06-30 363168081 SIKICH LLC 1415 W DIEHL RD SUITE 400 NAPERVILLE IL 605632349 990 2022-07-01 351065063 SAINT MARY-OF-THE-WOODS COLLEGE SAIN 8125355151 1 ST MARY OF THE WOODS COLLEGE ST MARY OF THE WOODS IN 47876 TRACI L TUCKER CFO 8125355151 2024-05-15 1 TRACI TUCKER 999009999 1 JILL M BOYLE CPA P01246734 6305668400 2024-05-14 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z BRENNAN RANDOLPH 1 ST MARY OF THE WOODS COLLEGE ST MARY OF THE WOODS IN 47876 35494208 0 X WWW.SMWC.EDU X 1840 IN COMMITTED TO THE HIGHER EDUCATION IN THE TRADITION OF LIBERAL ARTS 26 26 614 26 0 0 7743309 5349420 25296764 29436017 294148 501207 174813 123295 33509034 35409939 9926200 11143089 0 0 13842612 13913997 0 0 1346774 11098124 13872223 34866936 38929309 -1357902 -3519370 51582611 49309499 40033215 42591161 11549396 6718338 X SAINT MARY-OF-THE-WOODS COLLEGE SERVES IS COMMITTED TO THE HIGHER EDUCATION IN THE TRADITION OF LIBERAL ARTS, THE COLLEGE SERVES A DIVERSE COMMUNITY OF LEARNERS IN THE UNDERGRADUATE AND GRADUATE PROGRAMS, WHILE MAINTAINING ITS HISTORICAL COMMITMENT TO WOMEN IN ITS CAMPUS PROGRAM. SMWC EMPOWERS STUDENTS TO THINK CRITICALLY, ENGAGE IN LIFELONG LEADERSHIP, AND EFFECT POSITIVE CHANGE IN A SPIRIT OF SERVICE AND SOCIAL RESPONSIBILITY. 0 0 29983125 11143089 29564923 MAINTAIN AND OPERATE A FULLY ACCREDITED LIBERAL ARTS COLLEGE FOR YOUTHS AND ADULTS IN BOTH CAMPUS BASED AND DISTANCE FORMATS 29983125 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 0 0 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 74 0 614 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 26 26 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 IN X TRACI TUCKER 8125355151 1 ST MARY OF THE WOODS COLLEGE ST MARY OF THE WOODS IN 47876 MICHAEL MCMAHON CHAIR 1.00 X X 0 0 0 ALICE SHERFICK SHELTON VICE CHAIR 1.00 X X 0 0 0 NANCY PAYONK SECRETARY 1.00 X X 0 0 0 RANDY ADAMS TRUSTEE 1.00 X 0 0 0 MICHELLE MAHER AFF TRUSTEE 1.00 X 0 0 0 TERRY AFF TRUSTEE 1.00 X 0 0 0 JOANNE BURROWS TRUSTEE 1.00 X 0 0 0 CYNTHIA CARRASCO TRUSTEE 1.00 X 0 0 0 BARBARA M FOSSUM TRUSTEE 1.00 X 0 0 0 BELEN CAPIEL GONZALEZ TRUSTEE 1.00 X 0 0 0 JUDY COULUP HUND TRUSTEE 1.00 X 0 0 0 SCOTT JAEGER TRUSTEE 1.00 X 0 0 0 TANA THOMPSON JAEGER TRUSTEE 1.00 X 0 0 0 KAREN SKINNER LAFKAS TRUSTEE 1.00 X 0 0 0 RITA MANKUS TRUSTEE 1.00 X 0 0 0 KATHRYN MARTIN TRUSTEE 1.00 X 0 0 0 BETH HERZOG MICHEL TRUSTEE 1.00 X 0 0 0 MICKEY KELLY MURRAY TRUSTEE 1.00 X 0 0 0 PEGGY MCCORMICK-PLATZ TRUSTEE 1.00 X 0 0 0 BARBARA SHEEHAN TRUSTEE 1.00 X 0 0 0 MARSHA SPETH TRUSTEE 1.00 X 0 0 0 LISA STALLINGS TRUSTEE 1.00 X 0 0 0 DAWN TOMASZEWSKI TRUSTEE 1.00 X 0 0 0 AL WATSON TRUSTEE 1.00 X 0 0 0 MARY KAY CAMPBELL WATSON TRUSTEE 1.00 X 0 0 0 JAMES R JIM WILLEY TRUSTEE 1.00 X 0 0 0 DOTTIE KING PHD PRESIDENT (END 7/1/23) 50.00 X 270470 0 20836 BRENNAN RANDOLPH VP-ENROLLMENT MGMT, INTERIM PRESIDENT 50.00 X 111924 0 19324 JACLYN WALTERS VP-FINANCE/ADMIN (END 12/2/22) 50.00 X 122438 0 1250 KARI INTERIM VP-FINANCE/ADMIN (START 7/1/23) 50.00 X 75577 0 3181 TRACI L TUCKER CFO (START 4/24/23) 50.00 X 0 0 0 KAREN DYER VP-ADVANCEMENT (END 12/31/23) 50.00 X 136495 0 12908 JANET CLARK PROVOST / VP ACADMENIC AFFAIRS 50.00 X 139463 0 8356 MARCIA MILLER DEAN NURSING & SCIENCES 50.00 X 108170 0 5390 LAMPRINI PANTZI DEAN OF BUSINESS AND LEADERSHIP 50.00 X 154400 0 6633 MICHELLE RUIZ ASSOC. PROFESSOR, DIRECTOR OF MHA (THRU 7/14/23) 50.00 X 113100 0 6947 1232037 0 84825 8 0 1 0 SYCAMORE ENGINEERING 1010 CHESTNUT ST TERRE HAUTE IN 47808 PLUMBING, ELECTRICAL, GENERAL CONTRACTIN 1125018 SHI INTERNATIONAL 209 DAVIDSON AVE SOMERSET NJ 08873 TECHNOLOGY 268226 SISTERS OF PROVIDENCE 1 SISTERS OF PROVIDENCE ST MARYOFTHEWOODS IN 47876 UTILITIES, FUEL, GARAGE SERVICES, MAINTE 227547 UAP CLINIC LLC 1606 N 7TH ST TERRE HAUTE IN 47804 ON CAMPUS HEALTH CLINIC 202689 TABCO BUSINESS FORMS PO BOX 3400 TERRE HAUTE IN 47803 BRANDED APPAREL 143562 11 72496 5276924 15500 5349420 TUITION & FEES 611310 24177084 24177084 AUXILIARY REVENUE 611710 4539948 4539948 STUDENT HOUSING 611710 718985 718985 29436017 88916 88916 460624 0 48333 460624 -48333 412291 412291 30325 72496 35936 -5611 -5611 OTHER INCOME 900099 128906 128906 128906 35409939 29564923 0 495596 X 11143089 11143089 561626 150279 411347 10890576 8053849 2133215 703512 254895 191681 46030 17184 1396806 1006860 303517 86429 810094 581281 178916 49897 96208 96208 4504456 3169704 1200606 134146 475248 7941 163085 304222 274749 101317 169025 4407 482866 25616 450376 6874 1940666 1571940 368726 340043 238785 70486 30772 99101 91667 7434 379138 765 377551 822 3052380 2472428 579952 455772 358194 90262 7316 CLASSROOM SUPPLIES 619281 136409 482872 MEMBERSHIPS AND DUES 422805 324936 96676 1193 BAD DEBTS 373126 373126 ATHLETIC EQUIPMENT AND 356384 356384 38929309 29983125 7599410 1346774 1741825 1621396 42795 82814 884164 692521 780046 1065794 2106875 246795 419110 80394485 38256431 43015564 42138054 1418834 1921946 144127 144127 1201586 1223737 51582611 49309499 1711874 2842891 407863 455176 37465446 18904265 448032 20388829 40033215 42591161 X -6902770 -11733828 18452166 18452166 11549396 6718338 51582611 49309499 -3519370 143324 -1455012 0 X X 0 0 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 0 11035079 11035079 12236240 407621 -309835 1288570 10377 11035079 12522281 138546 216951 635248 6290 12236240 12896452 201289 66617 637560 4517 12522281 13253353 277540 10276 636739 7978 12896452 1 0 2600500 2600500 42969392 30446957 12522435 31231899 6879894 24352005 3592694 929580 2663114 42138054 ADVANCES FROM GOVERNMENT 195582 DEPOSITS HELD 201374 ANNUITY PAYMENT LIABILITY 41374 LEASES 19950499 20388829 24446110 143324 35936 179260 24266850 11143089 11143089 35409939 27822156 35936 35936 27786220 11143089 11143089 38929309 PART III, LINE 1A: THE COLLEGE'S COLLECTIONS ARE MADE UP OF RARE BOOKS, ART OBJECTS AND ARTIFACTS OF HISTORICAL SIGNIFICANCE THAT ARE HELD FOR EDUCATIONAL AND CURATORIAL PURPOSES. MOST OF THE ITEMS ARE CATALOGED. ALL ITEMS ARE PRESERVED, CARED FOR, AND ACTIVITIES VERIFYING THEIR EXISTENCE AND ASSESSING THEIR CONDITION ARE PERFORMED CONTINUOUSLY. THE COLLECTION ITEMS ARE NOT RECOGNIZED AS ASSETS IN THE CONSOLIDATED STATEMENT OF FINANCIAL POSITION AND CONTRIBUTIONS OF COLLECTION ITEMS ARE NOT RECOGNIZED IN THE CONSOLIDATED STATEMENT OF ACTIVITIES. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN NET ASSETS WITHOUT DONOR RESTRICTION IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED. ASSETS USED TO PURCHASE COLLECTION ITEMS ARE REFLECTED AS NET ASSETS WITH DONOR RESTRICTION IF THEY ARE RESTRICTED FOR SUCH PURPOSES BY THE DONORS. PROCEEDS FROM DEACCESSIONS OR INSURANCE RECOVERIES ARE REFLECTED AS INCREASES IN THE APPROPRIATE NET ASSET CLASSES. THE COLLEGE REQUIRES THAT PROCEEDS FROM THE SALE OF COLLECTION ITEMS BE USED TO ACQUIRE OTHER COLLECTION ITEMS, UNLESS OTHERWISE SPECIFIED BY THE DONOR. PART III, LINE 4: THE COLLEGE'S COLLECTIONS ARE MADE UP OF RARE BOOKS, ART OBJECTS, AND ARTIFACTS OF HISTORICAL SIGNIFICANCE THAT ARE HELD FOR EDUCATIONAL AND HISTORICAL VALUE FOR CURRENT AND FUTURE GENERATIONS OF SAINT MARY-OF-THE-WOODS COLLEGE STUDENTS AND ALUMNI. PART V, LINE 4: THE ENDOWMENTS ARE RESTRICTED FOR THE FOLLOWING USES INSTRUCTIONAL SUPPORT, TAKE THE LEAD CAMPAIGN GOALS, SCHOLARSHIPS AND AWARD PROGRAMS, FACILITIES MAINTENANCE AND ANY OTHER ACTIVITY THAT SUPPORTS THE MISSION OF THE COLLEGE. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE 35,936. PART XI, LINE 4B - OTHER ADJUSTMENTS: COLLEGE FUNDED SCHOLARSHIPS 11,143,089. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE 35,936. PART XII, LINE 4B - OTHER ADJUSTMENTS: COLLEGE FUNDED SCHOLARSHIPS 11,143,089. 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 COLLEGE ENCOURAGES A WORKPLACE AND LEARNING ENVIRONMENT FREE OF DISCRIMINATION, HARASSMENT AND/OR INAPPROPRIATE TREATMENT OF ANY STUDENT, EMPLOYEE OR GUEST BECAUSE OF ANY PERSON'S RACE, SEX, COLOR, CREED, RELIGION, AGE, NATIONAL ORIGIN, SEXUAL ORIENTATION, VETERAN STATUS, GENDER IDENTITY, GENDER EXPRESSION, DISABILITY OR ANY CATEGORY PROTECTED UNDER FEDERAL, STATE OR LOCAL LAW. THIS POLICY APPLIES TO ALL STUDENTS, FACULTY AND STAFF OF THE COLLEGE, AS WELL AS TO PERSONS EMPLOYED BY CONTRACTORS OR VENDORS WHO PROVIDE ROUTINE DAILY SERVICES TO THE COLLEGE. SCHEDULE E, PART I, LINE 6 THE COLLEGE RECEIVED FEDERAL AND STATE FINANCIAL AID FOR ITS ELIGIBLE STUDENTS RING CENTENNIAL 83896 72496 11400 17413 525 5409 GOLF OUTTING 18925 18925 6600 3949 2040 102821 72496 30325 6600 21362 525 7449 35936 -5611 1 EDUCATIONAL SCHOLARSHIPS FOR ENROLLED STUDENTS 945 11143089 PART I, LINE 2: THE COLLEGE HAS POLICIES AND PROCEDURES IN PLACE THAT ARE FOLLOWED IN ORDER TO AWARD STUDENTS INSTITUTIONAL AID. X X 1 1 X X X 0 0 0 0 0 0 0 0 0 DOTTIE KING PHD PRESIDENT (END 7/1/23) 240470 0 0 0 30000 0 14432 0 6404 0 291306 0 0 0 LAMPRINI PANTZI DEAN OF BUSINESS AND LEADERSHIP 154400 0 0 0 0 0 6633 0 0 0 161033 0 0 0 PART I, LINE 1A THE PRESIDENT OF THE COLLEGE IS GIVEN A HOUSING ALLOWANCE PER THE EMPLOYEE AGREEMENT AND THE TRAVEL FOR THE PRESIDENT'S SPOUSE IS PAID FOR SOME TRIPS WHEN DEEMED NECESSARY FOR THE COLLEGE. FORM 990, PART VI, SECTION A, LINE 2 SCOTT JAEGER AND TANA JAEGER HAVE A FAMILY RELATIONSHIP. TERRY AFF AND SHELLY AFF HAVE A FAMILY RELATIONSHIP. BARBARA FOSSUM AND KATHIE MARTIN HAVE A FAMILY RELATIONSHIP. MARY KAY WATSON AND AL WATSON HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 6 MEMBERS CONSIST OF THE GENERAL COUNCIL OF THE SISTERS OF PROVIDENCE. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS OF THE SISTERS OF PROVIDENCE ARE ELECTED BY THE CONGREGATION AND BY MEMBERS OF THE GENERAL COUNCIL, WHO WILL THEN BECOME MEMBERS OF THE CORPORATION. FORM 990, PART VI, SECTION A, LINE 7B THE COLLEGE MUST HAVE AN AFFIRMATIVE VOTE OF TWO-THIRDS OF MEMBERS OF THE SISTERS OF PROVIDENCE'S GENERAL COUNCIL TO CARRY OUT CERTAIN SIGNIFICANT CHANGES. THE MEMBERS OF THE GENERAL COUNCIL ARE ALSO MEMBERS OF THE CORPORATION. THESE CHANGES INCLUDE AMENDMENTS TO THE ARTICLES OF INCORPORATION OR BY-LAWS, ANY REAL PROPERTY TRANSACTIONS, AND APPOINTMENT OF A TRUSTEE OR PRESIDENT OF THE COLLEGE. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY THE CFO. THE BOARD OF TRUSTEES FINANCE COMMITTEE REVIEWS THE 990 AT THEIR BOARD MEETING AND A COPY IS E-MAILED TO ALL TRUSTEES PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF TRUSTEE MEMBERS AND OFFICERS ARE REQUIRED TO SIGN A NEW CONFLICT OF INTEREST STATEMENT EACH YEAR AND ANY CONFLICTS ARE REVIEWED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 15 KEY EMPLOYEE AND OFFICER SALARIES ARE COMPARED TO NATIONAL AVERAGES USING CUPA FIGURES AS A TARGET. THE COMPENSATION COMMITTEE OF THE BOARD REVIEWED THE PRESIDENT'S AND VICE PRESIDENT'S COMPENSATION AT A SPING BOARD MEETING. THE PRESIDENT'S SALARY WAS FINALIZED IN MAY 2014 AND THE CONTRACT WAS SIGNED IN JUNE 2014. COMPENSATION IS REVIEWED AND DOCUMENTED BY AN INDEPENDENT BODY. FORM 990, PART VI, SECTION C, LINE 19 THE COLLEGE HAS POSTED SOME POLICIES ON ITS WEBSITE. FOR ALL OTHER POLICIES AND DOCUMENTATION, INDIVIDUALS INTERESTED CAN CONTACT THE BUSINESS OFFICE. COPIES OF THE COLLEGE'S 990 ARE PUBLISHED THROUGH GUIDESTAR OR REQUESTS CAN BE MADE THROUGH THE COLLEGE'S BUSINESS OFFICE. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 3,169,704. MANAGEMENT AND GENERAL EXPENSES 1,200,606. FUNDRAISING EXPENSES 134,146. TOTAL EXPENSES 4,504,456. FORM 990, PART XII, LINE 3A & 3B SFA AUDIT CURRENTLY ONGOING PENDING RESULTS OF THE FINANCIAL STATEMENT AUDIT SMWC REAL ESTATE FOUNDATION INC 1 ST MARY OF THE WOODS COLLEGE ST MARY OF THE WOODS IN 47876 815033084 ACQUIRE/OWN REAL ESTATE FOR EXCLUSIVE USE OF THE COLLEGE IN -857733 15618430 SAINT MARY OF THE WOODS COLLEGE SISTERS OF PROVIDENCE 1 SISTERS OF PROVIDENCE ST MARY OF THE WOODS IN 47876 350868174 RELIGIOUS IN 501(C)(3) LINE 1 N/A 0 CHARITABLE REMAINDER UNITRUST BENEFICIAL TRUST IN T 0 0 0 1 0 0 0 0 0 0 0 1 0 1 0 0 1 0 0 0