2020-05-12T15:00:30-05:00 2019-06-30 350921680 CROWE LLP 225 West Wacker Drive Suite 2600 Chicago IL 606061224 990 2018-07-01 410693970 University of St Thomas UNIV 6519625000 2115 Summit Avenue St Paul MN 551051078 Mark Vangsgard CFO 2020-05-12 true Nicole Bencik P00756195 3128997000 2018 2020-11-19 02:30:22Z Julie Sullivan 2115 Summit Avenue St Paul MN 551051078 523780686 false X www.stthomas.edu X 1885 MN INSPIRED BY CATHOLIC INTELLECTUAL TRADITION, THE UNIVERSITY OF ST. THOMAS EDUCATES STUDENTS TO BE MORALLY RESPONSIBLE LEADERS WHO THINK CRITICALLY, ACT WISELY AND WORK SKILLFULLY TO ADVANCE THE COMMON GOOD. FOUNDED IN 1885, THE UNIVERSITY OF ST. THOMAS IS A CATHOLIC UNIVERSITY BASED IN THE TWIN CITIES OF ST. PAUL AND MINNEAPOLIS. THE LARGEST PRIVATE UNIVERSITY IN MINNESOTA, ST. THOMAS OFFERS BACHELOR'S DEGREES IN OVER 85 MAJOR FIELDS OF STUDY AND MORE THAN 45 GRADUATE DEGREE PROGRAMS INCLUDING MASTER'S, EDUCATION SPECIALIST, JURIS DOCTOR AND DOCTORATES. THE UNIVERSITY OF ST. THOMAS IS KNOWN NATIONALLY FOR ACADEMIC EXCELLENCE THAT PREPARES STUDENTS FOR THE COMPLEXITIES OF THE CONTEMPORARY WORLD. THROUGH DISCIPLINARY AND INTERDISCIPLINARY INQUIRY AND DEEP INTERCULTURAL UNDERSTANDING, WE INSPIRE STUDENTS TO LEAD, WORK AND SERVE WITH THE SKILL AND EMPATHY VITAL TO CREATING A BETTER WORLD. 37 35 6034 4025 226194 0 37838728 47017977 327660427 345927959 26636911 27651629 18168366 17759206 410304432 438356771 126179181 140704922 0 177178832 187341496 241450 251189 10007187 79710809 78385425 383310272 406683032 26994160 31673739 1202999681 1316963018 252915991 338053534 950083690 978909484 X INSPIRED BY CATHOLIC INTELLECTUAL TRADITION, THE UNIVERSITY OF ST. THOMAS EDUCATES STUDENTS TO BE MORALLY RESPONSIBLE LEADERS WHO THINK CRITICALLY, ACT WISELY AND WORK SKILLFULLY TO ADVANCE THE COMMON GOOD. FOUNDED IN 1885, THE UNIVERSITY OF ST. THOMAS IS A CATHOLIC UNIVERSITY BASED IN THE TWIN CITIES OF ST. PAUL AND MINNEAPOLIS. THE LARGEST PRIVATE UNIVERSITY IN MINNESOTA, ST. THOMAS OFFERS BACHELOR'S DEGREES IN OVER 85 MAJOR FIELDS OF STUDY AND MORE THAN 45 GRADUATE DEGREE PROGRAMS INCLUDING MASTER'S, EDUCATION SPECIALIST, JURIS DOCTOR AND DOCTORATES. THE UNIVERSITY OF ST. THOMAS IS KNOWN NATIONALLY FOR ACADEMIC EXCELLENCE THAT PREPARES STUDENTS FOR THE COMPLEXITIES OF THE CONTEMPORARY WORLD. THROUGH DISCIPLINARY AND INTERDISCIPLINARY INQUIRY AND DEEP INTERCULTURAL UNDERSTANDING, WE INSPIRE STUDENTS TO LEAD, WORK AND SERVE WITH THE SKILL AND EMPATHY VITAL TO CREATING A BETTER WORLD. false false 271695525 140704922 325203931 INSTRUCTION & RESEARCH: DURING THE YEAR, 10,035 STUDENTS WERE ENROLLED AT THE UNIVERSITY OF ST. THOMAS PURSUING UNDERGRADUATE, GRADUATE, DOCTORAL AND LAW DEGREES 33554395 1597815 STUDENT SERVICES: SERVICES PROVIDED TO STUDENTS INCLUDING ENROLLMENT SERVICES, DEAN OF STUDENTS, REGISTRAR, ATHLETICS, CAREER DEVELOPMENT, PERSONAL COUNSELING, INTERNATIONAL STUDENTS SERVICES, STUDENT CLUBS AND ORGANIZATIONS, AND STUDENT HEALTH SERVICES. 28910855 30794080 AUXILIARY SERVICES: PROVIDED SERVICES TO THE UNIVERSITY COMMUNITY, INCLUDING FOOD SERVICES, HOUSING, BOOKSTORES, CONFERENCE SERVICES AND DAY CARE SERVICES. 28259410 3374618 OTHER PROGRAM SERVICES: ACADEMIC SUPPORT PROVIDED TO THE UNIVERSITY COMMUNITY INCLUDING LIBRARY FACILITIES, ACADEMIC ADVISING, AND THE FACULTY DEVELOPMENT CENTER. THE UNIVERSITY PROVIDES PUBLIC SERVICES INCLUDING THE SENIOR CITIZEN CENTER, LOAVES AND FISHES, SERVICE LEARNING, AND VISION TRIPS. THE UNIVERSITY ALSO PROVIDES OTHER PROGRAMS TO FURTHER THEIR EDUCATIONAL PURPOSES. 28259410 3374618 362420185 true true false true false false true true true true true false false true true true false true true true false true true true false false true true true true false false false false false false true false false true true true false false true true true true false false true X 13329 0 6034 true true true true IT false false false true true true false false false false false X 37 35 true false false false false true false true true false false false true true true true true true false false CO FL AL MD MA MI MN NV NH ND OR SC WA X Mark Vangsgard 6519626100 2115 Summit Avenue St Paul MN 551051078 PATRICK G RYAN BOARD CHAIR 1.0 X X 0 0 0 AMY GOLDMAN BOARD VICE CHAIR 1.0 X X 0 0 0 JULIE SULLIVAN PRESIDENT 40.0 X X 768192 0 84363 JOHN N ALLEN TRUSTEE 1.0 X 0 0 0 LISA S ANDERSON TRUSTEE 1.0 X 0 0 0 ARCHIE BLACK TRUSTEE 1.0 X 0 0 0 JEFFREY BUELT TRUSTEE 1.0 X 0 0 0 ANDREW CECERE TRUSTEE 1.0 X 0 0 0 MICHAEL V CIRESI TRUSTEE 1.0 X 0 0 0 BURTON D COHEN TRUSTEE 1.0 X 0 0 0 DENNIS DEASE PRESIDENT EMERITUS/TRUSTEE 40.0 X 134932 0 24600 GAIL J DORN TRUSTEE 1.0 X 0 0 0 MICHAEL E DOUGHERTY TRUSTEE 1.0 X 0 0 0 ANDREW S DUFF TRUSTEE 1.0 X 0 0 0 TIMOTHY P FLYNN TRUSTEE 1.0 X 0 0 0 GEOFFREY C GAGE TRUSTEE 1.0 X 0 0 0 JAMES P GEAREN TRUSTEE 1.0 X 0 0 0 MARK W GREGG TRUSTEE 1.0 X 0 0 0 KATHLEEN J HIGGINS VICTOR TRUSTEE 1.0 X 0 0 0 VIRGINIA A HUBBARD MORRIS TRUSTEE 1.0 X 0 0 0 PAUL KARON TRUSTEE 1.0 X 0 0 0 ASHISH KHANDPUR TRUSTEE 1.0 X 0 0 0 JODEEN A KOZLAK TRUSTEE 1.0 X 0 0 0 REVEREND EDWARD MALLOY CSC TRUSTEE 1.0 X 0 0 0 REVEREND JOHN M MALONE TRUSTEE 1.0 X 0 0 0 MARY G MARSO TRUSTEE 1.0 X 0 0 0 Alvin E McQuinn Trustee (Partial Year) 1.0 X 0 0 0 JOHN MORRISON TRUSTEE 1.0 X 0 0 0 STEPHEN P NACHSTHEIM TRUSTEE 1.0 X 0 0 0 RORY O'NEILL TRUSTEE 1.0 X 0 0 0 PHIL SORAN TRUSTEE 1.0 X 0 0 0 ROBERT J ULRICH TRUSTEE 1.0 X 0 0 0 BRIAN D WENGER TRUSTEE 1.0 X 0 0 0 PENNY WHEELER TRUSTEE 1.0 X 0 0 0 FRANK WILDERSON JR TRUSTEE 1.0 X 0 0 0 ANN L WINBLAD TRUSTEE 1.0 X 0 0 0 THE HONORABLE WILHELMINA WRIGHT TRUSTEE 1.0 X 0 0 0 MARK A ZESBAUGH TRUSTEE 1.0 X 0 0 0 SARA GROSS METHNER GENERAL COUNSEL & SECRETARY 40.0 X 232269 0 53205 RICHARD PLUMB EVP & PROVOST 40.0 X 413476 0 49981 MARK VANGSGARD CFO 40.0 X 304407 0 49981 KYMM MARTINEZ CHIEF MARKETING OFFICER 40.0 X 306082 0 36594 FR LARRY SNYDER VP FOR MISSION 40.0 X 179071 0 28099 ERIK THURMAN VP FOR DEVELOPMENT & ALUMN 40.0 X 343766 0 51722 DAVID DEEDS PROFESSOR OF ENTREPRENNEURS 40.0 X 336569 0 51246 STEFANIE LENWAY DEAN, OPUS COLLEGE OF BUSINESS 40.0 X 406174 0 39481 MICHAEL PAULSEN LAW PROFESSOR 40.0 X 350708 0 52420 RITCH SORENSON PROFESSOR, OPUS CHAIR IN FAMILY ENTERPRISE 40.0 X 276538 0 37513 ROBERT VISCHER DEAN OF SCHOOL OF LAW 40.0 X 293989 0 54808 4346173 0 614013 257 false true false California First National Bank 28 EXECUTIVE PARK IRVINE CA 92614 Leasing Services 3253574 Opus Holding LLC 10350 Bren Rd W Minnetonka MN 55343 Construction Services 2925245 Ellucian Company LP 2003 Edmund Halley Drive Reston VA 20191 Software Consulting 732834 Collins Electrical Construction Company 278 State St Saint Paul MN 55107 Construction Services 721574 Kiosk Creative LLC 750 Grant Ave 200 Novato CA 94945 Software Consulting 660813 52 X 14740 3982348 43020889 341503 47017977 TUITION & FEES 611600 320680532 320680532 STUDENT HOUSING 721310 20724028 20507393 216635 SEMINARS & WORKSHOPS 611600 4523399 4523399 0 0 0 0 345927959 7677410 -506581 8183991 5067 5067 193815 193815 0 0 96332258 20316 75547776 835646 20784482 -815330 19969152 19969152 82420 14740 143220 -60800 -60800 18508074 8897273 9610801 9795354 -184553 PARKING 812930 1850931 1850931 RENTAL 531390 853853 491333 362520 STUDENT HEALTH INSURANCE 900099 562287 562287 4748319 4410146 338173 0 8015390 438356771 360970444 226194 30142156 101128 101128 140439529 140439529 164265 164265 2719854 2084057 635797 140739744 119920555 15199686 5619503 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248714502 1031601 985747 0 45532551 53334246 252915991 338053534 X 437415054 446863089 212823032 211500288 299845604 320546107 950083690 978909484 1202999681 1316963018 X 31673739 -2176819 -328917 -342209 X false true X true true true X 25200546 26426682 43337396 37838728 47017977 179821329 0 0 25200546 26426682 43337396 37838728 47017977 179821329 8343937 171477392 6139313 5787279 6650454 8548625 8382873 35508544 265136 0 0 0 0 265136 1566240 1597878 1793297 1781949 1933351 8672715 224267724 1676106058 0.7646 0.6512 X Schedule A, Part II, Line 10 Other Income DESCRIPTION - GROSS INCOME FROM FUNDRAISING, COLUMN A - 55760.0, COLUMN B - 79147.0, COLUMN C - 83340.0, COLUMN D - 63221.0, COLUMN E - 82420.0, COLUMN F - 363888.0; DESCRIPTION - PARKING, COLUMN A - 1510480.0, COLUMN B - 1518731.0, COLUMN C - 1709957.0, COLUMN D - 1718728.0, COLUMN E - 1850931.0, COLUMN F - 8308827.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true false false false false true 218565 false false 218565 false Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY During the fiscal year 2019 the University of St. Thomas retained the services of North State Advisors and Associates of Minneapolis to represent the University's interests with the city of Minneapolis. The University paid North State Advisors $4,000 in FY19. During the fiscal year 2019 the University of St. Thomas retained the services of Emmett Coleman to represent the University's interests with the city of St Paul. The university paid Emmett Colemas $2,500 in FY19. During the fiscal year 2019 the University retained the services of Goff Public, Inc. to represent the University's interests in the State of Minnesota. The University paid Goff Public, Inc. $10,000 in FY19. The University of St. Thomas is a member of Minnesota Private College Council (MPCC), an organization described in section 501(c)(4) of the Internal Revenue Code. MPCC is an association of private nonprofit institutions of higher education that serves a variety of its members' shared needs, including, but not only, nonpartisan and non-electoral advocacy for public policy that meets students' needs and advances the interests of private higher education. The University of St. Thomas paid membership dues to MPCC in the amount of $250,425 during the taxable year. MPCC has divided its expenses for its taxable year ending June 30, 2019, into two groups. Group 1 consists of those expenses that did not in any way support attempts to influence legislation within the meaning of section 501(c)(3) of the Internal Revenue Code ("lobbying"), and Group 2 consists of all other expenses. Group 2 includes many expenses, such as personnel costs, that supported both lobbying and nonlobbying activities. MPCC did not attempt to allocate the Group 2 expenses between lobbying and nonlobbying activities. MPCC has determined that the amount of the Group 2 expenses represents 80.30% of the amount of the dues that MPCC collected in the same taxable year. Assuming that all Group 2 expenses were paid from member dues, and allocating those expenses pro rata based on the dues paid by each member, $202,065 of The University of St. Thomas' dues were used to pay Group 2 expenses. The amount of lobbying expenses paid from The University of St. Thomas' dues was significantly less than that amount. 7724 6546263 X X X X X Used in Publication true false true X 518710267 21953093 20235848 5562847 14870028 540466333 494001531 8224829 33566150 5253326 11828917 518710267 447478684 13109519 49686874 5975417 10298129 494001531 468496969 8895211 -12856980 3993887 13062629 447478684 495499932 -16071423 2959220 3675547 10215213 468496969 0.1815 0.5931 0.2254 false false 36879986 36879986 497060331 166804383 330255948 13050157 7155550 5894607 73030591 63772662 9257929 65994086 55992444 10001642 392290112 REAL ESTATE FUNDS 66679963 F Marketable Alternatives 85041448 F PRIVATE EQUITY 106528307 F FOREIGN EQUITY 325000 F 258574718 ANNUITY OBLIGATIONS 6063550 ASSET RETIREMENT OBLIGATIONS 3320055 INTEREST RATE SWAP 1395352 OTHER LIABILITIES 38245562 STUDENT LOAN ADVANCES 4309727 53334246 X 305043170 -2176819 9040493 6863674 298179496 140177275 140177275 438356771 276217376 328917 9040493 9369410 266847966 139835066 139835066 406683032 Schedule D, Part III, Line 4 Collections of art - description of collections THE UNIVERSITY OF ST. THOMAS HOLDS TWO COLLECTIONS OF ARTWORK. THE ASMAT ART AND ARTISTS COLLECTION CONSTITUTES ONE OF THE MOST COMPREHENSIVE COLLECTIONS OF ASMAT ART IN THE UNITED STATES. LOCATED ON THE ST. PAUL CAMPUS IT PROVIDES STUDENTS, FACULTY, STAFF AND SURROUNDING COMMUNITIES WITH OPPORTUNITIES TO LEARN ABOUT TRADITIONAL ASMAT CULTURE, CONTEMPORARY CHALLENGES FOR ASMAT ARTISTS, AND ONGOING OPPORTUNITIES ASMAT ARTISTS HAVE FOR PRESENTING THEIR WORK. THE UNIVERSITY OF ST. THOMAS COLLECTION COMPRISES OVER 1,000 OBJECTS INCLUDING PAINTINGS, SCULPTURES, DECORATIVE ARTS STAINED GLASS AND TEXTILES. MANY OF THESE WORKS ARE ON DISPLAY IN PUBLIC AREAS OF THE LIBRARIES OFFICES CLASSROOMS, DORMITORIES, SEMINARY BUILDINGS, AND THE STUDENT CENTER; AND IN VARIOUS OUTDOOR SETTINGS. SEVERAL AREAS, SUCH AS THE SCULPTURE GARDEN OF THE O'SHAUGHNESSY-OWENS SCIENCE COMPLEX, AND THE BERNARDI CAMPUS IN ROME, HAVE NOTEWORTHY ENSEMBLES. MANY WORKS OF ART ARE USED DIRECTLY FOR TEACHING PURPOSES IN THE ART HISTORY CLASSROOM, AS WELL AS SPECIALIZED SETTINGS SUCH AS THE LUANN DUMMER CENTER FOR WOMEN. OTHER PLAY A DIRECT ROLE IN WORSHIP AND MEDITATION. Schedule D, Part IV, Line 2b Explanation of escrow agreement The escrow arrangement is in connection to planned gift assets held for others. The University of St. Thomas has two for fiscal year 2019: Stocks Lead Trust - The University holds the funds and receives the earnings but the corpus returns to the donor in a few years. Loftus Unitrust - this is split among several beneficiaries but the University of St. Thomas holds the funds. Schedule D, Part V, Line 4 Intended uses of endowment funds THE UNIVERSITY'S ENDOWMENT IS USED FOR STUDENT FINANCIAL AID, INSTRUCTION AND OTHER RELATED ACTIVITIES, AND EDUCATIONAL AND GENERAL OPERATING. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote THE UNIVERSITY QUALIFIES AS A TAX EXEMPT NONPROFIT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SIMILAR STATUTES OF MINNESOTA LAW. HOWEVER, ANY UNRELATED BUSINESS INCOME MAY BE SUBJECT TO TAXATION. THE MOST SIGNIFICANT AREAS THAT SUBJECT THE UNIVERSITY TO UNRELATED BUSINESS INCOME TAX (UBIT) INCLUDE CONFERENCES AND EVENTS, RENTAL ACTIVITIES, EARNINGS FROM CERTAIN ALTERNATIVE INVESTMENTS AND OTHER UNRELATED INCOME. Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 Cost of Goods Sold - 8897273 SPECIAL EVENT EXPENSE - 143220 Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements STUDENT FINANCIAL AID - XXX-XX-XXXX Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 Cost of Goods Sold - 8897273 SPECIAL EVENT EXPENSE - 143220 Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements STUDENT FINANCIAL AID - XXX-XX-XXXX NET UNREALIZED GAIN ON INTEREST RATE SWAP - -284708 CHANGE IN DEFERRED TAX ASSET - 368981 DONOR PLEDGE ADJUSTMENTS - -426482 true true true true true true true false false false false false false false false true false true Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICY THE UNIVERSITY PUBLISHES ITS NON-DISCRIMINATION POLICY IN SOLICITATION MATERIALS SENT TO PROSPECTIVE STUDENTS, AS WELL AS ON ITS WEBSITE AND IN ENROLLMENT MATERIALS. Schedule E, Part I, Line 6(a) FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENT THE UNIVERSITY OF ST. THOMAS RECEIVES PRIMARILY TITLE IV FUNDING FROM THE DEPARTMENT OF EDUCATION (I.E., PELL, PERKINS, WORKSTUDY, FEDERAL DIRECT LENDING, AND SEOG). true Central America and the Caribbean 0 0 Investments N/A 81499123 Central America and the Caribbean 0 0 Program Services Study Abroad 115752 East Asia and the Pacific 0 0 Investments N/A 7503034 East Asia and the Pacific 0 0 Program Services Conferences 1973 East Asia and the Pacific 0 0 Program Services Information Technology 9164 East Asia and the Pacific 0 0 Program Services Recruiting 17113 East Asia and the Pacific 0 0 Program Services Study Abroad 136851 East Asia and the Pacific 0 0 Program Services Study Abroad Aid 9408 Europe (Including Iceland and Greenland) 0 0 Investments N/A 14583105 Europe (Including Iceland and Greenland) 0 0 Program Services Conferences 36936 Europe (Including Iceland and Greenland) 0 0 Program Services Information Technology 37 Europe (Including Iceland and Greenland) 0 0 Program Services Recruiting 17917 Europe (Including Iceland and Greenland) 0 0 Program Services Study Abroad 762352 Europe (Including Iceland and Greenland) 0 0 Program Services Study Abroad Aid 149630 Europe (Including Iceland and Greenland) 1 0 Program Services The Bernardi Campus provides housing to St. Thomas students and others participating in academic and summer programs. 532115 Middle East and North Africa 0 0 Program Services Study Abroad 243942 North America (Canada & Mexico only) 0 0 Investments N/A 18169290 North America (Canada & Mexico only) 0 0 Program Services Conferences 4658 North America (Canada & Mexico only) 0 0 Program Services Study Abroad 82540 South America 0 0 Program Services Conferences 20809 South America 0 0 Program Services Recruiting 27217 South America 0 0 Program Services Study Abroad 46744 South America 0 0 Program Services Study Abroad Aid 534 South Asia 0 0 Program Services Conferences 1200 South Asia 0 0 Program Services Recruiting 1352 Sub-Saharan Africa 0 0 Program Services Conferences 4724 Sub-Saharan Africa 0 0 Program Services Recruiting 4033 Sub-Saharan Africa 0 0 Program Services Study Abroad 100214 Sub-Saharan Africa 0 0 Program Services Study Abroad Aid 4693 1 0 0 0 1 0 105618452 18468008 124086460 AID East Asia and the Pacific 8 9408 Student Account 0 N/A N/A AID Europe (Including Iceland and Greenland) 48 149630 Student Account 0 N/A N/A AID South America 2 534 Student Account 0 N/A N/A AID Sub-Saharan Africa 1 4693 Student Account 0 N/A N/A true false true true true false Schedule F, Part I, Line 2 Procedures for monitoring use of grant funds STUDENT FINANCIAL AID IS PROCESSED UNDER INDIVIDUAL GRANT FUNDS WITHIN OUR ACCOUNTING SYSTEM, AND THE STUDENT FINANCIAL AID IS ALSO PROCESSED UNDER EACH INDIVIDUAL STUDENT ACCOUNT. THIS APPROACH TO RECORD FINANCIAL AID BY FUND AND BY STUDENT ACCOUNT, PROVIDES A DETAILED RECORD OF HOW THE FUNDS ARE SPENT ACCORDING TO DONOR AND GOVERNMENTAL REQUIREMENTS. THE FINANCIAL AID OFFICE MONITORS STUDENT ACCOUNT ACTIVITY TO VERIFY THE STUDENT'S ENROLLMENT AND USE OF THE FUNDS ACCORDING TO THE GRANT REQUIREMENTS. Schedule F, Part I, Line 2 PROCEDURES FOR MONITORING USE OF GRANT FUNDS STUDENT FINANCIAL AID IS PROCESSED UNDER INDIVIDUAL GRANT FUNDS WITHIN OUR ACCOUNTING SYSTEM, AND THE STUDENT FINANCIAL AID IS ALSO PROCESSED UNDER EACH INDIVIDUAL STUDENT ACCOUNT. THIS APPROACH TO RECORD FINANCIAL AID BY FUND AND BY STUDENT ACCOUNT, PROVIDES A DETAILED RECORD OF HOW THE FUNDS ARE SPENT ACCORDING TO DONOR AND GOVERNMENTAL REQUIREMENTS. THE FINANCIAL AID OFFICE MONITORS STUDENT ACCOUNT ACTIVITY TO VERIFY THE STUDENT'S ENROLLMENT AND USE OF THE FUNDS ACCORDING TO THE GRANT REQUIREMENTS. X X X X X X X true RUFFALO NOEL LEVITZ PO BOX 3018 CEDAR RAPIDS IA 52406 TELEMARKETING COORDINATOR false 318999 172278 146721 318999 172278 146721 CA CO CT DC FL GA AL HI IL KS KY ME AK MD MA MI MN MS MO NV NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA AR WA WV WI Football Golf Tournament 17015 5070 11945 17709 2673 Hockey Golf Tournament 11715 2105 9610 5760 63 6 68430 7565 60865 41007 58809 17199 97160 14740 82420 64476 58809 19935 143220 -60800 true Macalester-Groveland Community Council 320 SOuth Griggs Street St Paul MN 55104 411414691 501(c)(3) 10250 0 N/A N/A General Support Union Park District Council 1821 University Avenue W S308 St Paul MN 55104 411434829 501(c)(3) 10250 0 N/A N/A General Support Homeboy Industries Inc 130 Bruno St Los Angeles CA 90012 954800735 501(c)(3) 6000 0 N/A N/A Public Service Program Center for Ethical Business Cultures 1000 LaSalle Avenue TMH 331 Minneapolis MN 55403 411431488 501(c)(3) 46483 0 N/A N/A General Support 4 0 Aid 13578 140046563 0 N/A N/A Stipends 276 392966 0 N/A N/A Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. AS GIFTS AND GRANTS ARE RECEIVED INDIVIDUAL FUNDS ARE ESTABLISHED IN OUR GENERAL LEDGER SYSTEM TO PROCESS THE GRANT REVENUE AND EXPENSE. A FINANCIAL MANAGER IS ASSIGNED TO REVIEW AND OVERSEE THE ACTIVITY OF THE FUND. IN ADDITION, OTHER ADMINISTRATIVE DEPARTMENTS ALSO PROVIDE SERVICES TO PROCESS, REPORT AND REVIEW THE GRANT INFORMATION. IN THE CASE OF PRIVATE GRANTS, THE UNIVERSITY FOLLOWS A FORMALIZED GRANT APPLICATION PROCESS TO VERIFY THAT THE UNIVERSITY UNDERSTANDS THE GRANT OBLIGATION AND PURPOSE BEFORE THE APPLICATION IS SENT TO THE GRANTOR ORGANIZATION. MANY PRIVATE AND GOVERNMENT GRANTS ARE RECEIVED FOR STUDENT FINANCIAL AID. OUR ENROLLMENT SERVICES DEPARTMENT FOLLOWS A DETAILED POLICY AND PROCEDURES MANUAL THAT DESCRIBES HOW EACH SCHOLARSHIP IS AWARDED, INCLUDING SELECTION CRITERIA. THESE PROCEDURES FOLLOW GUIDELINES SET BY THE UNIVERSITY'S SENIOR LEADERSHIP. STUDENT FINANCIAL AID IS PROCESSED UNDER INDIVIDUAL GRANT FUNDS WITHIN OUR ACCOUNTING SYSTEM (AS DESCRIBED ABOVE), AND THE STUDENT FINANCIAL AID IS ALSO PROCESSED UNDER EACH INDIVIDUAL STUDENT ACCOUNT. THIS APPROACH TO RECORD FINANCIAL AID BY FUND AND BY STUDENT ACCOUNT, PROVIDES A DETAILED RECORD OF HOW THE FUNDS ARE SPENT ACCORDING TO DONOR AND GOVERNMENTAL REQUIREMENTS. THE FINANCIAL AID OFFICE MONITORS STUDENT ACCOUNT ACTIVITY TO VERIFY THE STUDENT'S ENROLLMENT AND USE OF THE FUNDS ACCORDING TO THE GRANT REQUIREMENTS. GRANTS ARE PROVIDED TO ESTABLISHED ORGANIZATIONS THAT ARE EDUCATIONAL AND/OR CHARITABLE AND THE UNIVERSITY IS IN CONTACT WITH THOSE ORGANIZATIONS TO ENSURE THE GRANTS FUNDS ARE EXPENDED APPROPRIATELY. X X X true true X X X false true false false false false false true false JULIE SULLIVAN PRESIDENT 657654 0 97500 0 13038 0 25850 0 58513 0 852555 0 0 0 DENNIS DEASE PRESIDENT EMERITUS/TRUSTEE 127489 0 0 0 7443 0 0 0 24600 0 159532 0 0 0 SARA GROSS METHNER GENERAL COUNSEL & SECRETARY 232032 0 0 0 237 0 22977 0 30228 0 285474 0 0 0 RICHARD PLUMB EVP & PROVOST 413185 0 0 0 291 0 25850 0 24131 0 463457 0 0 0 MARK VANGSGARD CFO 304125 0 0 0 282 0 25850 0 24131 0 354388 0 0 0 KYMM MARTINEZ CHIEF MARKETING OFFICER 305808 0 0 0 274 0 25850 0 10744 0 342676 0 0 0 FR LARRY SNYDER VP FOR MISSION 178897 0 0 0 174 0 16895 0 11204 0 207170 0 0 0 ERIK THURMAN VP FOR DEVELOPMENT & ALUMN 334070 0 0 0 9696 0 25850 0 25872 0 395488 0 0 0 DAVID DEEDS PROFESSOR OF ENTREPRENNEURS 336376 0 0 0 193 0 24764 0 26482 0 387815 0 0 0 STEFANIE LENWAY DEAN, OPUS COLLEGE OF BUSINESS 400432 0 0 0 5742 0 25850 0 13631 0 445655 0 0 0 MICHAEL PAULSEN LAW PROFESSOR 350708 0 0 0 0 0 25850 0 26570 0 403128 0 0 0 RITCH SORENSON PROFESSOR, OPUS CHAIR IN FAMILY ENTERPRISE 276351 0 0 0 187 0 24191 0 13322 0 314051 0 0 0 ROBERT VISCHER DEAN OF SCHOOL OF LAW 287915 0 0 0 6074 0 25850 0 28958 0 348797 0 0 0 Schedule J, Part I, Line 1a Travel for companions UNIVERSITY EMPLOYEES ARE OCCASIONALLY ASKED TO TRAVEL ON UNIVERSITY BUSINESS. SPOUSAL TRAVEL REIMBURSEMENT BY THE UNIVERSITY REQUIRES APPROVAL BY A DEAN OR LEADERSHIP MEMBER, AND IF THE BUSINESS PURPOSE OF THE SPOUSAL TRAVEL IS NOT PROPERLY DOCUMENTED IT IS TREATED AS TAXABLE COMPENSATION TO THE EMPLOYEE. TRAVEL FOR COMPANIONS WAS PROVIDED AS A BENEFIT TO THE UNIVERSITY PRESIDENT AND IF THE BUSINESS PURPOSE OF THE SPOUSAL TRAVEL WAS NOT PROPERLY DOCUMENTED, IT WAS TREATED AS TAXABLE COMPENSATION TO THE EMPLOYEE. Schedule J, Part I, Line 1a Housing allowance or residence for personal use THE PRESIDENT IS REQUIRED TO LIVE IN UNIVERSITY OWNED HOUSING. THE UNIVERSITY PROVIDES CLEANING AND MAINTENANCE SERVICES FOR THIS HOUSING. THE HOUSING BENEFIT IS NOT TAXABLE PURSUANT TO IRC SECTION 119 AS IT IS A CONDITION OF THE PRESIDENT'S EMPLOYMENT AT THE UNIVERSITY. Schedule J, Part I, Line 1a Health or social club dues or initiation fees CLUB DUES PAID BY THE UNIVERSITY ON BEHALF OF A NUMBER OF EMPLOYEES ARE TREATED AS TAXABLE INCOME TO THE EMPLOYEE. Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan The President of the University of St. Thomas, Julie Sullivan , participates in a 457(f) supplemental nonqualified retirement plan. In calendar year 2018, the contribution amount from the University to this plan was $5,000. Schedule J, Part I, Line 7 Non-fixed payments THE PRESIDENT OF THE UNIVERSITY RECEIVES A NON-FIXED PAYMENT AS INCENTIVE COMPENSATION WHICH IS CALCULATED IN PART BASED ON THE ACHIEVEMENT OF CERTAIN OBJECTIVES WITHIN HER PERFORMANCE EVALUATION PROCESS. THE PAYMENT IS NOT BASED ON REVENUE AND IS EVALUATED ANNUALLY BY THE EXECUTIVE COMMITTEE. A MN Higher Education Facilities Authority 410988525 60416HB78 2013-03-28 29327034 Refund Issue Dated 08/19/2004 false false false B MN Higher Education Facilities Authority 410988525 000000000 2014-03-14 24210000 Refund Issue dated 08/19/2004 false false false C MN Higher Education Facilities Authority 410988525 60416HV43 2016-03-09 63325215 Refund Issues dated 06/17/2009 & 12/16/2008 false false false D MN Higher Education Facilities Authority 410988525 60416HW26 2016-03-09 16887704 Refund Issue Dated 02/16/2006 false false false A 8015000 29327034 222034 29105000 2013 true false true true B 7237407 24210000 136888 24073112 2014 false true true true C 4740000 63325215 364074 63262687 2016 false true true true D 7380000 16887704 142580 16744057 2016 false true true true A false false false 0.0 0.0124 0.0124 false false true B false false false 0.0 0.0 0.0 false false true C false false false 0.0 0.0325 0.0325 false false true D false false false 0.0 0.0016 0.0016 false false true A false false true false false false false false true B false false true false false false false false true C false false true false false false false false true D false false true false false false false false true A true B true C true D true Schedule K, Part II, Line 3 ALL LISTED BONDS ON SCHEDULE K IF THE TOTAL PROCEEDS OF THE ISSUE EXCEEDS THE ISSUE PRICE OF THE RESPECTIVE BOND, THE DIFFERENCE IS DUE TO INVESTMENT EARNINGS. EARNINGS ARE INCLUDED IN THE TOTAL PROCEEDS OF EACH ISSUE. Schedule K, Part II, Line 11 Bonds 3, 4, and 5 The Other Spent Proceeds are the refunding proceeds no longer in escrow. A MN Higher Education Facilities Authority 410988525 60416H8G2 2017-12-28 66234827 Refund Issue Dated 12/16/2009 false false false B MN Higher Education Facilities Authority 410988525 000000000 2017-12-29 19035000 Refund Issue Dated 05/30/2012 false false false C MN Higher Education Facilities Authority 410988525 60416JCE8 2019-05-30 93027399 Construction of Dormitory false false false A 1700000 66234827 438498 65796329 2017 false true true true B 1965000 19035000 150000 18885000 2017 true false true true C 93027399 3948950 230793 88847656 false false false true A false false false 0.0 0.0134 0.0134 false false true B false false false 0.0 0.0 0.0 false false true C false false false 0.0 0.0 0.0 false false true A false false true false false false false false true B false false true false true false false false true C false true false false false false true Bayerische Landesbank New York Branch 92543548.0 true false true A true B true C true 6998 SCHOLARSHIPS Academic OPUS HOLDINGS LLC AMY GOLDMAN IS A DIRECTOR & SHE HAS A FAMILY MEMBER WITH A BENEFICIAL INTEREST IN THE ENTITY. 2925245 CONSTRUCTION false RYAN COMPANIES INC Patrick Ryan Chairman & partial owner. Company provides construction services to the University. 382234 CONSTRUCTION false Schedule L, Part III PART III GRANTS OR ASSISTANCE BENEFITTING INTERESTED PERSONS ISSUANCE OF ACADEMIC SCHOLARSHIPS TO FAMILY MEMBERS OF EMPLOYEES AND TRUSTEES IS DETERMINED ON THE SAME BASIS AND CRITERIA FOR ALL STUDENTS AT THE UNIVERSITY. X 1 7724 Opinions of experts X 16740 Cost X 45 296034 Market value X OTHER 1 373 Market value X Piano 1 4000 Cost X Viola 1 6000 Cost X Travel 2 10632 Cost 0 false true false Schedule M, Part I Explanations of reporting method for number of contributions Securities - Publicly traded - NUMBER OF CONTRIBUTORS Other - OTHER NUMBER OF CONTRIBUTORS Art - Works of art - NUMBER OF CONTRIBUTORS Other - Piano NUMBER OF CONTRIBUTORS Books and publications - NUMBER OF ITEMS RECEIVED Other - Viola NUMBER OF CONTRIBUTORS Other - Travel Number of contributors Form 990, Part III, Line 4d Description of other program services (Expenses $ 28,259,410 including grants of $)(Revenue $ 3,374,618) OTHER PROGRAM SERVICES: ACADEMIC SUPPORT PROVIDED TO THE UNIVERSITY COMMUNITY INCLUDING LIBRARY FACILITIES, ACADEMIC ADVISING, AND THE FACULTY DEVELOPMENT CENTER. THE UNIVERSITY PROVIDES PUBLIC SERVICES INCLUDING THE SENIOR CITIZEN CENTER, LOAVES AND FISHES, SERVICE LEARNING, AND VISION TRIPS. THE UNIVERSITY ALSO PROVIDES OTHER PROGRAMS TO FURTHER THEIR EDUCATIONAL PURPOSES. Form 990, Part VI, Line 15b PROCESS TO ESTABLISH COMPENSATION OF OTHER OFFICERS OR KEY EMPLOYEES THE COMPENSATION FOR OTHER OFFICERS AND KEY EMPLOYEES IS APPROVED BY THE PRESIDENT OR THE INDIVIDUAL'S DIRECT SUPERVISOR IF NOT THE PRESIDENT. AS PART OF THIS PROCESS, COMPENSATION IS ESTABLISHED THROUGH AN ASSESSMENT OF THE CURRENT-MARKET. A SALARY RANGE IS ESTABLISHED THROUGH COMPARABLE POSITIONS/SALARY INFORMATION, AND THE APPROPRIATE TARGET SALARY IS SELECTED BEFORE A FINAL OFFER IS DIRECTED TO THE POTENTIAL HIRE. THIS PROCESS OCCURS EACH YEAR. Form 990, Part VI, Line 1a Delegate broad authority to a committee THE EXECUTIVE COMMITTEE IS COMPRISED OF BOARD CHAIR, BOARD VICE CHAIR, IMMEDIATE PAST CHAIR, AND THE PRESIDENT OF THE UNIVERSITY OF ST. THOMAS. ALL OF THE EXECUTIVE COMMITTEE MEMBERS ARE MEMBERS OF THE UNIVERSITY'S BOARD OF TRUSTEES. THE EXECUTIVE COMMITTEE HAS THE RIGHT TO ACT ON BEHALF OF THE BOARD OF TRUSTEES IN ANY MATTER THAT THE BOARD ITSELF COULD ADDRESS. Form 990, Part VI, Line 2 Family/business relationships amongst interested persons BRIAN WENGER AND PATRICK RYAN - Business relationship Form 990, Part VI, Line 7a Members or stockholders electing members of governing body THREE OF THE UNIVERSITY'S TRUSTEES SHALL BE NOMINATED BY THE SAINT PAUL SEMINARY AND ELECTED BY THE BOARD OF TRUSTEES IN ACCORDANCE WITH AN AFFILIATION AGREEMENT BETWEEN THE UNIVERSITY AND THE SEMINARY. Form 990, Part VI, Line 11b Review of form 990 by governing body PRIOR TO FILING THE RETURN WITH THE IRS, A DRAFT OF THE COMPLETED FORM 990 IS REVIEWED BY THE ORGANIZATION'S MANAGEMENT AND OUTSIDE INDEPENDENT TAX ADVISORS. THE FORM 990 WITH A REDACTED VERSION OF SCHEDULE B IS THEN PROVIDED TO THE FULL BOARD OF TRUSTEES FOR REVIEW. THE FULL FORM 990 IS SUBSEQUENTLY FILED WITH THE IRS. Form 990, Part VI, Line 12c Conflict of interest policy ALL TRUSTEES OFFICERS, KEY EMPLOYEES AND THE FIVE HIGHEST PAID EMPLOYEES OF THE UNIVERSITY ARE REQUESTED TO FILE AN ANNUAL DISCLOSURE STATEMENT AND REPORT ANY KNOWN CONFLICTS OF INTEREST. THIS DISCLOSURE STATEMENT MUST BE COMPLETED AT THE TIME OF APPOINTMENT AND THEN ANNUALLY ON OR BEFORE OCTOBER 31. THE DISCLOSURE REQUIRES THE INDIVIDUALS TO NOTE KNOWN AND POTENTIAL RELATIONSHIPS OR TRANSACTIONS WHICH MAY GIVE RISE TO CONFLICT. TRUSTEES AND OFFICERS ALSO ARE REQUESTED TO NOTIFY THE VICE PRESIDENT FOR BUSINESS AFFAIRS IMMEDIATELY IF A CHANGE IN HIS OR HER DISCLOSURE STATEMENT OCCURS DURING THE YEAR. THE UNIVERSITY REVIEWS THE FORMS AND ANY IDENTIFIED CONFLICTS ARE MONITORED TO ENSURE COMPLIANCE WITH THE POLICY. ALL CONTRACTS, AGREEMENTS, OR ARRANGEMENTS THAT HAVE THE POTENTIAL FOR A FINANCIAL OR OTHER TYPE OF CONFLICT OF INTEREST ARE REVIEWED AND APPROVED BY THE APPROPRIATE GROUP AS LAID OUT IN OUR POLICY. AN INTERESTED PERSON RECUSES HIM OR HERSELF FROM THE DECISION-MAKING PROCESS, INCLUDING REMOVING HIM OR HERSELF FROM ANY DISCUSSIONS OR MEETINGS REGARDING THE POTENTIAL ARRANGEMENT. THOSE WITHOUT AN INTEREST IN THE MATTER DECIDE WHETHER A CONTRACT, AGREEMENT, TRANSACTION, OR ARRANGEMENT IS FAIR, REASONABLE AND IS IN THE BEST INTEREST OF THE UNIVERSITY. Form 990, Part VI, Line 15a Process to establish compensation of top management official TO DETERMINE PRESIDENT SULLIVAN'S INITIAL COMPENSATION AS PRESIDENT, THE BOARD OF TRUSTEES HIRED A CONSULTANT TO ASSIST ESTABLISHING A LIST OF SCHOOLS WE COULD REFERENCE IN REGARDS TO COMPENSATION. THE LIST OF SCHOOLS WAS REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD. THE CONSULTANT PROVIDED ADDITIONAL COMPENSATION ANALYSIS AND RECOMMENDATIONS IN CONJUNCTION WITH THE BENCHMARK SCHOOL INFORMATION. THE INDEPENDENT MEMBERS OF THE EXECUTIVE COMMITTEE EVALUATES COMPENSATION EACH YEAR AND THEIR EVALUATION FOR FISCAL YEAR 2019 OCCURRED IN August 2018. Form 990, Part VI, Line 19 Required documents available to the public THE UNIVERSITY OF ST. THOMAS DOES NOT MAKE ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC. THE UNIVERSITY'S CONFLICT OF INTEREST POLICY IS ON THE UNIVERSITY'S WEBSITE AND IS ACCESSIBLE TO THE PUBLIC. THE UNIVERSITY'S AUDITED FINANCIAL STATEMENTS ARE AVAILABLE BY REQUEST AND ARE ALSO AVAILABLE ON THE UNIVERSITY'S WEBSITE. Form 990, Part VIII, Line 11d Other Miscellaneous Revenue Other Revenue - Total Revenue: 4748319, Related or Exempt Function Revenue: 4410146, Unrelated Business Revenue: 338173, Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Form 990, Part XI, Line 9 Other changes in net assets or fund balances NET UNREALIZED GAIN ON INTEREST RATE SWAP - -284708; DONOR PLEDGE ADJUSTMENTS - -426482; CHANGE IN DEFERRED TAX ASSET - 368981; CENTRAL ORONO LLC 2115 SUMMIT AVE ST PAUL MN 55105 261415797 REAL ESTATE INVESTMENT MN 9565 918135 UNIVERSITY OF ST THOMAS UST ASSET HOLDINGS LLC 2115 SUMMIT AVE ST PAUL MN 55105 822313472 REAL ESTATE INVESTMENT MN 0 0 UNIVERSITY OF ST THOMAS UST INVESTMENT HOLDINGS LLC 2115 SUMMIT AVE ST PAUL MN 55105 822761195 NON REAL ESTATE INVESTMENT MN 0 0 UNIVERSITY OF ST THOMAS AUTOPARK LLC 2115 Summit Avenue Saint Paul MN 55105 743040026 REAL ESTATE INVESTMENT MN 16759714 16454406 University of St Thomas CENTER FOR ETHICAL BUSINESS CULTURES 1000 LASALLE AVE TMH 331 MINNEAPOLIS MN 55403 411431488 PROMOTE ETHICAL BUSINESS CULTURES MN 501(c)(3) 10 UNIVERSITY OF ST THOMAS true CHARITABLE REMAINDER UNITRUSTS (14) TRUST INVESTMENTS MN UNIVERSITY OF ST THOMAS Trust true CHARITABLE REMAINDER ANNUITY TRUSTS (3) TRUST INVESTMENTS MN UNIVERSITY OF ST THOMAS Trust true false true false false false false false false false false false true false true true false false true false CENTER FOR ETHICAL BUSINESS CULTURES O 90522 HOURLY RATES