2023-04-27T15:19:06-05:00 2022-06-30 390758449 WIPFLI LLP 1502 LONDON ROAD SUITE 200 DULUTH MN 55812 990 2021-07-01 390978445 VITERBO UNIVERSITY VITE 6087963856 900 VITERBO DRIVE LA CROSSE WI 54601 RICHARD TRIETLEY JR PRESIDENT 6087963856 2023-04-24 1 RICHARD TRIETLEY JR 999009999 MICHAEL J PETERSON CPA P01833529 2187224705 2023-04-24 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z RICHARD TRIETLEY JR 900 VITERBO DRIVE LA CROSSE WI 54601 126178016 0 0928 X WWW.VITERBO.EDU X 1890 WI THE VITERBO UNIVERSITY COMMUNITY PREPARES STUDENTS FOR FAITHFUL SERVICE AND ETHICAL LEADERSHIP 34 32 1226 60 0 0 7780697 6116130 55638856 55663798 7039910 6754731 21358 -3870 70480821 68530789 18876657 20317862 0 0 25872636 26024414 0 0 1173617 16751018 17883928 61500311 64226204 8980510 4304585 139267266 128813005 11593462 10739542 127673804 118073463 X THE VITERBO UNIVERSITY COMMUNITY PREPARES STUDENTS FOR FAITHFUL SERVICE AND ETHICAL LEADERSHIP 0 0 27928836 20317862 48983160 INSTRUCTION - POST-SECONDARY EDUCATION, WITH PROGRAMS FOR TRADITIONAL UNDERGRADUATE STUDENTS, ACCELERATED PROGRAMS FOR WORKING ADULTS, AND GRADUATE EDUCATION FOR APPROXIMATELY 2,500 STUDENTS. 10931423 0 512123 STUDENT SERVICES - STUDENT SUPPORT SERVICES PROVIDED FOR ALL STUDENTS, INCLUDING STUDENT ACTIVITIES, REGISTRAR, ADMISSIONS, FINANCIAL AID, HEALTH SERVICES, ATHLETICS, LEARNING CENTER, AND CAREER SERVICES. 4935110 0 0 AUXILIARY SERVICES - RESIDENCE HALLS AND FOOD SERVICE PROGRAMS, SERVING A RESIDENTIAL CAPACITY OF APPROXIMATELY 650 STUDENTS. 4474079 0 0 ACADEMIC SUPPORT, FINE ARTS, AND OTHER PUBLIC SERVICES 4474079 0 0 48269448 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 94 0 1226 1 0 0 0 0 0 0 0 0 0 0 0 0 X 34 32 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X TODD M ERICSON 6087963856 900 VITERBO DRIVE LA CROSSE WI 54601 GLENA TEMPLE PRESIDENT 40.00 X X 174416 0 12285 RICHARD TRIETLEY PRESIDENT 40.00 X X 196724 0 10187 SARA COOK VICE PRESIDENT 40.00 X X 144420 0 7577 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 ANDREW DAHL TRUSTEE 1.00 X 0 0 0 HELEN ELSBERND FSPA TRUSTEE 1.00 X 0 0 0 SUE M ERNSTER FSPA TRUSTEE 1.00 X 0 0 0 FR JIM GANNON TRUSTEE (TERMED 10/21) 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 ROMANA KLAUBAUF FSPA 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 RICHARD T LOMMEN JR 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 JOHN MCHUGH TRUSTEE 1.00 X 0 0 0 KATHLEEN M MITCHELL TRUSTEE 1.00 X 0 0 0 PAUL MOLLING DO TRUSTEE 1.00 X 0 0 0 PAUL MUELLER MD TRUSTEE 1.00 X 0 0 0 JULIE NORDEEN TRUSTEE (TERMED 4/22) 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 MARK SCHNEIDER TRUSTEE 1.00 X 0 0 0 BARBARA A SKOGEN 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 TODD ERICSON SECRETARY/TREASURER 40.00 X 154944 0 27757 LILLIAN WANJAGI VP OF FINANCE 40.00 X 84218 0 9764 JAMES SALMO VP ADVANCEMENT 40.00 X 137772 0 26899 MICHELLE KRONFELD VP ENROLLMENT MANAGEMENT 40.00 X 120259 0 26067 DEB MURRAY DIRECTOR 40.00 X 101978 0 14123 1114731 0 134659 7 0 1 0 ARAMARK 1101 MARKET ST PHILADELPHIA PA 19107 FOOD SERVICE 2147895 FOWLER HAMMER 313 MONITOR ST LA CROSSE WI 54603 CONSTRUCTION SERVICES 562347 VENDI ADVERTISING 125 4TH ST N LA CROSSE WI 54601 ADVERTISING SERVICES 554987 ELLUCIAN 2003 EDMUND HALLEY DR STE 500 RESTON VA 20191 TECHNOLOGY SERVICES 408481 LA CROSSE GLASS 604 3RD ST S LA CROSSE WI 54601 CONSTRUCTION SERVICES 357611 23 45605 4052728 2017797 129522 6116130 TUITION & FEES 611600 48983160 48983160 DORM/FOOD & OTHER AUXILARY 611710 6168515 6168515 EVENT ADMISSIONS 711110 430497 430497 OTHER STUDENT SERVICES 611600 81626 81626 55663798 2296320 2296320 29955 0 29955 29955 29955 62020350 37113 57571110 27942 4449240 9171 4458411 4458411 14350 45605 48175 -33825 -33825 68530789 49495283 0 12919376 20317862 20317862 822293 822293 19794177 16016692 3154129 623356 562575 449817 85144 27614 3385643 2549773 674244 161626 1459726 1144482 270917 44327 1582 1582 71283 71283 236714 236714 5774472 1864555 3801955 107962 1120200 55302 1056479 8419 4308046 2164189 2037092 106765 2230332 195696 2034136 500 973090 895444 37964 39682 13236 9098 4138 16325 16325 2545550 2274080 271470 MEMBERSHIPS & PERIODICA 241617 79197 151876 10544 REFERENCE BOOKS 179915 136993 100 42822 171566 116268 55298 64226204 48269448 14783139 1173617 13459891 8085200 3617185 3092678 337266 575411 49023 80889 963615 1116081 98247348 48636432 49662373 49610916 68039770 63979610 2514218 2272220 623925 139267266 128813005 4100002 3211555 2663695 2513506 365889 104904 546209 888089 3917667 4021488 11593462 10739542 X 95276680 89091196 32397124 28982267 127673804 118073463 139267266 128813005 4304585 -13904926 0 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 68452039 298763 -7261554 710705 60778543 55256922 164749 13711124 680756 68452039 55673184 354811 -42792 728281 55256922 53984208 107190 2241018 659232 55673184 50865004 557351 3175448 613595 53984208 0.59880 0.29028 0.11092 1 0 3840120 3840120 78364015 35948791 42415224 13942946 12029818 1913128 2100267 657823 1442444 49610916 ASSETS RETIREMENT OBLIGATION 308130 OTHER LIABILITY - BOYS AND GIRLS CLUB 1000000 US GOVERNMENT GRANTS REFUNDABLE 2318488 OPERATING AND CAPITAL LEASES 394870 4021488 38392933 -13904926 -16044391 -29949317 68342250 236714 -48175 188539 68530789 47993274 48175 48175 47945099 236714 16044391 16281105 64226204 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 -16,044,391. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSE NETTED WITH SPECIAL EVENTS REVENUE -48,175. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 48,175. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS AND GRANTS 16,044,391. 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 59955 45605 14350 15361 32814 59955 45605 14350 15361 32814 48175 -33825 1 INSTITUTIONAL GRANTS AND DISCOUNTS TO STUDENTS 1365 18377119 CARES ACT STUDENT EMERGENCY GRANTS 1275 1940743 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 196724 0 0 0 0 0 9734 0 453 0 206911 0 0 0 GLENA TEMPLE PRESIDENT 174002 0 0 0 414 0 8749 0 3536 0 186701 0 0 0 TODD ERICSON SECRETARY/TREASURER 154200 0 0 0 744 0 7986 0 19771 0 182701 0 0 0 JAMES SALMO VP ADVANCEMENT 135891 0 0 0 1881 0 7174 0 19725 0 164671 0 0 0 SARA COOK VICE PRESIDENT 144420 0 0 0 0 0 7172 0 405 0 151997 0 0 0 X 1 10808 FAIR MARKET VALUE X 400 FAIR MARKET VALUE X 12 115676 FAIR MARKET VALUE X 6 1386 FAIR MARKET VALUE X ACCOMMODATIONS 1 1252 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, CUPA 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.