2020-11-10T10:28:52-06:00 2020-06-30 390758449 WIPFLI LLP 1502 LONDON ROAD SUITE 200 DULUTH MN 55812 990 2019-07-01 390978445 VITERBO UNIVERSITY VITE 6087963856 900 VITERBO DRIVE LA CROSSE WI 54601 TODD M ERICSON SECRETARY/TREASURER 6087963856 2020-11-09 1 MICHAEL J PETERSON CPA P01833529 2187224705 2020-11-09 71.13.38.61 2020-11-09 16:15:08 CS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 9747BB8E0DC0E78824B7C9EDF76D609BB7F00C05 2019 2021-01-29 14:40:06Z GLENA G TEMPLE 900 VITERBO DRIVE LA CROSSE WI 54601 84909012 0 0928 X WWW.VITERBO.EDU X 1890 WI THE VITERBO UNIVERSITY COMMUNITY PREPARES STUDENTS FOR FAITHFUL SERVICE AND ETHICAL LEADERSHIP 30 29 1288 50 0 0 5085506 4979888 56781493 57749159 2562068 971544 85233 48645 64514300 63749236 17654515 18593989 0 0 24576776 25891593 0 0 1107020 16358106 17730709 58589397 62216291 5924903 1532945 123880621 123802123 13997216 12717313 109883405 111084810 X FOUNDED BY THE FRANCISCAN SISTERS OF PERPETUAL ADORATION, VITERBO IS A CATHOLIC, FRANCISCAN UNIVERSITY IN THE LIBERAL ARTS TRADITION. THE VITERBO UNIVERSITY COMMUNITY PREPARES STUDENTS FOR FAITHFUL SERVICE AND ETHICAL LEADERSHIP 0 0 30892356 18593989 50854623 INSTRUCTION - POST-SECONDARY EDUCATION, WITH PROGRAMS FOR TRADITIONAL UNDERGRADUATE STUDENTS, ACCELERATED PROGRAMS FOR WORKING ADULTS, AND GRADUATE EDUCATION FOR APPROXIMATELY 2,500 STUDENTS. 7745646 152119 STUDENT SERVICES - STUDENT SUPPORT SERVICES PROVIDED FOR ALL STUDENTS, INCLUDING STUDENT ACTIVITIES, REGISTRAR, ADMISSIONS, FINANCIAL AID, HEALTH SERVICES, ATHLETICS, LEARNING CENTER, AND CAREER SERVICES. 4262289 AUXILIARY SERVICES - RESIDENCE HALLS AND FOOD SERVICE PROGRAMS, SERVING A RESIDENTIAL CAPACITY OF APPROXIMATELY 650 STUDENTS. 4022403 331543 ACADEMIC SUPPORT, FINE ARTS, AND OTHER PUBLIC SERVICES 4022403 331543 46922694 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 108 0 1 1288 1 0 0 0 0 0 0 0 0 0 0 X 30 29 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 SARA COOK DEAN, COLLEGE OF EDUCATION 40.00 X 110557 0 5807 THOMAS KNOTHE DEAN, COLLEGE OF BUSINESS, PERFORMING ARTS, LEADER 40.00 X 110330 0 24252 MICHELLE KRONFELD VP ENROLLMENT MANAGEMENT 40.00 X 116384 0 24710 JAMES SALMO VP ADVANCEMENT 40.00 X 130063 0 17023 RICHARD TRIETLEY JR VP STUDENT AFFAIRS 40.00 X 126285 0 6597 GLENA TEMPLE PRESIDENT 40.00 X X 267845 0 21424 TRACY STEWART VICE PRESIDENT 40.00 X 143407 0 15235 TODD ERICSON SECRETARY/TREASURER 40.00 X 149578 0 26454 GERALD A BALDNER TRUSTEE 1.00 X 0 0 0 ANTHONY J BINSFELD TRUSTEE 1.00 X 0 0 0 GEORGIA JO CHRISTENSEN FSPA TRUSTEE 1.00 X 0 0 0 ANDREW DAHL TRUSTEE 1.00 X 0 0 0 CONNIE DELANEY TRUSTEE 1.00 X 0 0 0 HELEN A ELSBERND FSPA TRUSTEE 1.00 X 0 0 0 SUE M ERNSTER FSPA 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 KENT C HANDEL TRUSTEE 1.00 X 0 0 0 KAREN E KAPPELL FSPA TRUSTEE 1.00 X 0 0 0 ROMANA KLAUBAUF FSPA TRUSTEE 1.00 X 0 0 0 GREGORY A LIND TRUSTEE 1.00 X 0 0 0 FR THOMAS F LINDNER TRUSTEE 1.00 X 0 0 0 RICHARD T LOMMEN JR TRUSTEE 1.00 X 0 0 0 LEEANN MATHY TRUSTEE 1.00 X 0 0 0 JOHN T MCHUGH TRUSTEE 1.00 X 0 0 0 KATHLEEN M MITCHELL TRUSTEE 1.00 X 0 0 0 PAUL S MUELLER MD TRUSTEE 1.00 X 0 0 0 REV JON PATRICK MURPHY TRUSTEE 1.00 X 0 0 0 BARBARA NICK TRUSTEE 1.00 X 0 0 0 SCOTT RATHGABER MD TRUSTEE 1.00 X 0 0 0 ARBENDER ROBINSON TRUSTEE 1.00 X 0 0 0 JACK C RUSCH TRUSTEE 1.00 X 0 0 0 BARBARA A SKOGEN TRUSTEE 1.00 X 0 0 0 BRIAN R SOLLER TRUSTEE 1.00 X 0 0 0 BRADLEY J STURM TRUSTEE 1.00 X 0 0 0 DONALD J WEBER TRUSTEE 1.00 X 0 0 0 1154449 0 141502 9 0 1 0 ARAMARK PO BOX 198532 ATLANTA GA 30384 FOOD SERVICE 1901062 BORTON CONSTRUCTION 2 COPELAND AVE STE 201 LA CROSSE WI 546033419 CONSTRUCTION SERVICES 966986 FOWLER HAMMER 313 MONITOR ST LA CROSSE WI 54603 CONSTRUCTION SERVICES 757535 WINONA HEATING VENTILATING 374 3 2ND STREET WINONA MN 55987 CONSTRUCTION SERVICES 592437 POELLINGER ELECTRIC 5416 33RD ST ST LA CROSSE WI 54601 CONSTRUCTION SERVICES 257525 8 45020 2766920 2167948 69844 4979888 TUITION & FEES 611600 50854623 50854623 DORM/FOOD & OTHER AUXILARY 611710 6410874 6410874 OTHER STUDENT SERVICES 611600 246827 246827 EVENT ADMISSIONS 711110 236835 236835 57749159 2011585 2011585 34413 0 34413 34413 34413 20043887 42632 21100045 26515 -1056158 16117 -1040041 -1040041 23292 45020 29605 -6313 -6313 24156 3611 20545 20545 63749236 51338285 0 7431063 18593989 18593989 639548 639548 19567204 16053730 2900178 613296 617833 497608 99838 20387 3651126 2565593 967518 118015 1415882 1135550 236537 43795 49521 49521 65173 65173 221772 221772 5587451 2322117 3142404 122930 614494 66587 537853 10054 4645664 1918784 2613729 113151 2472236 307544 2164692 859777 760572 61659 37546 34352 32320 2032 55810 55810 2315899 2315899 226697 56 226641 MEMBERSHIPS & PERIODICA 237093 76885 149297 10911 OTHER EXPENSES 149236 96878 52358 REFERENCE BOOKS 146089 129137 17 16935 CAPITAL CONTRIBUTION 49445 49445 62216291 46922694 14186577 1107020 13030944 12080155 3479788 3121868 222011 332029 64272 59479 950867 964017 95258518 44464618 49891623 50793900 53300224 53706111 2659555 2467447 281337 277117 123880621 123802123 4276102 4277780 2779170 2556220 2459043 1241949 4482901 4641364 13997216 12717313 X 84236117 84958941 25647288 26125869 109883405 111084810 123880621 123802123 1532945 -331540 0 X X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 55673184 354811 -42792 728281 55256922 53984208 107190 2241018 659232 55673184 50865004 557351 3175448 613595 53984208 44727143 1976870 4796217 635226 50865004 45054554 1293680 -722192 898899 44727143 0.60020 0.30190 0.09790 1 0 3840120 3840120 75802225 32354381 43447844 13382515 11504066 1878449 2233658 606171 1627487 50793900 ASSETS RETIREMENT OBLIGATION 315031 DEPOSITS HELD IN CUSTODY 461496 OTHER LIABILITY - BOYS AND GIRLS CLUB 1000000 US GOVERNMENT GRANTS REFUNDABLE 2864837 4641364 45988043 -331540 24851 -306689 46294732 221772 17232732 17454504 63749236 44786638 24851 29605 54456 44732182 221772 17262337 17484109 62216291 PART V, LINE 4: ENDOWMENT FUNDS SUPPORT STUDENT SCHOLARSHIPS, ACADEMIC PROGRAMMING AND INSTITUTIONAL OPERATIONS. PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS & GRANTS 17,262,337. SPECIAL EVENTS EXPENSE NETTED WITH SPECIAL EVENTS REVENUE -29,605. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 29,605. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS AND GRANTS 17,262,337. 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 68312 45020 23292 29605 68312 45020 23292 29605 29605 -6313 24156 1858 1753 0 24156 1858 1753 3611 20545 WI 1 0 0 0 1.00000 TODD M ERICSON 900 VITERBO DRIVE LA CROSSE WI 54601 0 TODD M ERICSON RECORDKEEPING X 0 1 INSTITUTIONAL GRANTS AND DISCOUNTS TO STUDENTS 1519 18593989 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 GLENA TEMPLE PRESIDENT 267305 0 0 0 540 0 13479 0 7945 0 289269 0 0 0 TRACY STEWART VICE PRESIDENT 142155 0 0 0 1252 0 7313 0 7922 0 158642 0 0 0 TODD ERICSON SECRETARY/TREASURER 148853 0 0 0 725 0 7812 0 18642 0 176032 0 0 0 A WISCONSIN HEALTH AND EDUCATIONAL FACILITIES AUTHORITY 391337855 2010-07-29 10000000 BUILDINGS/STRUCTURES 0 0 0 A 9415456 10000000 10000000 2011 0 0 1 1 A 0 0 0 0 0 0 0 A 0 0 0 1 0 0 0 0 1 A 0 DATE REBATE COMPUTATION PERFORMED ISSUER NAME: WISCONSIN HEALTH AND EDUCATIONAL FACILITIES AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 08/12/2015 SCHEDULE K, PART IV, LINE 2 A CALCULATION WAS PERFORMED IN 2015. THERE WAS NO REBATE DUE AT THAT TIME. X 4 45307 FAIR MARKET VALUE X 2 2356 FAIR MARKET VALUE X PLUMBING SUPPLIES 1 20500 FAIR MARKET VALUE X WINE 1 931 FAIR MARKET VALUE X SUPPLIES 4 750 FAIR MARKET VALUE 0 0 1 0 PART I, COLUMN (B): NUMBER OF CONTRIBUTIONS REPRESENTS THE NUMBER OF CONTRIBUTORS. 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. FORM 990, PART XII, LINE 2C: THE AUDIT OVERSIGHT PROCESS OR THE SELECTION PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.