2019-05-08T12:45:18-07:00 2018-06-30 990 2017-07-01 410693960 TRUSTEES OF THE HAMLINE UNIVERSITY OF MINNESOTA TRUS 6515232329 1536 Hewitt Ave St Paul MN 55104 Margaret A Tungseth VP for Business Finance Tech 6515232329 2019-05-09 138.192.137.48 2017 2019-02-21 02:37:17Z Hamline University Margeret Tungseth 1536 Hewitt Ave MS B1809 St Paul MN 551041284 124015101 0 X www.hamline.edu X Non Profit Private University 1854 MN At Hamline, our mission is to create a diverse and collaborative community of learners dedicated to the development of students' knowledge, values, and skills for successful lives of leadership, scholarship, and service. 30 29 2151 300 0 -18011 9366054 8041642 101849719 102824736 3844302 4029858 716132 927146 115776207 115823382 38757111 40206491 0 0 43834285 41986189 90649 125156 1731743 31226496 32764918 113908541 115082754 1867666 740628 205615045 211654700 60564254 65447135 145050791 146207565 Hamline University is a nationally ranked comprehensive university serving 4,500 students in its College of Liberal Arts, School of Education, and School of Business. It offers undergraduate, masters, doctorate and professional degrees, as well as certificate and continuing studies programs. 0 0 65966243 40186491 97751492 Hamline University is a nationally-ranked, comprehensive university serving nearly 4,500 students in its College of Liberal Arts, School of Education, and School of Business. It offers undergraduate, masters, doctoral and professional degrees, as well as certificate and continuing studies programs. Founded in 1854, Hamline University was the first institution of higher learning in Minnesota. The University has established a national reputation for academic quality, as well as providing students with personal attention and exceptional experiences. Hamline is one of just 283 Phi Beta Kappa institutions in the United States. Among comprehensive universities, U.S. News and World Report ranks Hamline in the top two in Minnesota in its category of Best Regional Universities. Hamline is ranked twenty-second in the nation by Washington Monthly's College Rankings of service-oriented schools. 10133735 0 119845 Hamline University provides academic support to its students through support services that are an integral part of the University's primary mission of instruction. This includes expenses for libraries, galleries, audio/visual services, academic development, academic computing support, course and curriculum development, and academic administration. 13783874 0 602906 Hamline University provides student services to its students and includes such expenses as admissions, financial aidadministration, registrar activities, and activities that contribute to students' emotional and physical well-being and to their intellectual, cultural, and social development outside the context of the formal instructional program. 8307472 0 4350493 Hamline University provides auxiliary services to students which are essentially the self supporting operations of the University. These services charge a fee to students that is directly related to, although not necessarily equal to, the cost of providing the service. Examples are residence halls, food services, student health services, and the campus bookstore. 8307472 0 4350493 98191324 1 1 0 1 0 0 0 1 0 1 1 0 0 0 1 0 1 0 1 1 1 0 1 1 1 0 0 1 1 1 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 416 0 1 2151 1 1 1 1 CJ 0 0 0 1 1 0 0 0 0 X 30 29 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AK MA MI MN NM WA X X Margaret A Tungseth 6515232329 1536 Hewitt Ave St Paul MN 55104 Fayneese Miller President 40 0 X X 446809 0 110015 Cindy M Gregorson Chair 4 0 X X 0 0 0 Richard L Mack Vice Chair 2 0 X X 0 0 0 Denise Holloman Secretary 2 0 X X 0 0 0 Jay Novak Treasurer 2 0 X X 0 0 0 Karen Bach Trustee 2 0 X 0 0 0 Arthur D Becker Trustee 2 0 X 0 0 0 Michael C Brilley Trustee 2 0 X 0 0 0 Lorinda Burgess Trustee 2 0 X 0 0 0 Ching-Meng Chew Trustee 2 0 X 0 0 0 Doron Clark Trustee 2 0 X 0 0 0 Nneka Constantino Trustee 2 0 X 0 0 0 Bryce A Doty Trustee 2 0 X 0 0 0 Winston Folkers Trustee 2 0 X 0 0 0 Jeanne M Forneris Trustee 2 0 X 0 0 0 Brenda Edmondson Heim Trustee 2 0 X 0 0 0 Peter Janzen Trustee 2 0 X 0 0 0 Jenny Keil Trustee 2 0 X 0 0 0 Robert C Klas Jr Trustee 2 0 X 0 0 0 Gwen Lerner Trustee 2 0 X 0 0 0 Kenneth W Morris Trustee 2 0 X 0 0 0 Dale E Peterson Trustee 2 0 X 0 0 0 Stephen L Richards Trustee 2 0 X 0 0 0 Roberta Ewing Saunders Trustee 2 0 X 0 0 0 Julie Hagen Showers Trustee 2 0 X 0 0 0 Mariah F Tollgaard Trustee 2 0 X 0 0 0 Wendy B Watson Trustee 2 0 X 0 0 0 Ellen E Watters Trustee 2 0 X 0 0 0 Richard M Wein Trustee 2 0 X 0 0 0 Bruce R Ough Trustee 2 0 X 0 0 0 Margaret A Tungseth VP for Finance and Administration 40 0 X X 197356 0 22141 John Matachek Provost 40 0 X 218155 0 30703 Catherine Wassberg General Counsel 40 0 X 216450 0 24455 Anne McCarthy Dean of School of Business 40 0 X 196651 0 22623 Jason Verdugo Athletic Director 40 0 X 165651 0 19906 Marcela Kostihova Dean College of Liberal Arts 40 0 X 151655 0 25847 Michelle D Hegarty Senior Associate Vice President for Finance 40 0 X 134365 0 24865 1727092 0 280555 23 0 1 0 ARAMARK CAMPUS SERVICES INC MS C1928 1536 HEWITT AVE Saint Paul MN 55104 Food service 4303654 ABM JANITORIAL NORTH CENTRAL 75 REMITTANCE DR SUITE 3048 Chicago IL 60675 Janitorial 1781693 Marco Inc NW 7128 PO Box 1450 Minneapolis MN 55485 Copy and Print Services 653065 The Weitz Company LLC 5901 Thorton Ave Des Moines IA 50321 Construction 3644601 Sela Roofind 1743 County Road F East White Bear Lake MN 55110 Construction 607509 38 0 0 17661 0 3387533 4636448 415393 8041642 Tuition and fees 611310 97751492 97751492 0 0 Auxilliaries 611310 4350493 4350493 0 0 Sales and Services of Educational Activities 611310 602906 602906 0 0 Other Sources 611310 119845 119845 0 0 0 0 0 0 102824736 2210307 2210307 0 0 0 0 0 0 0 0 0 0 926291 0 522812 0 403479 0 403479 403479 0 0 5812189 0 3992638 0 1819551 0 1819551 1819551 0 0 21109 17661 19076 2033 0 2033 0 0 0 0 0 0 4178827 3657193 521634 521634 0 0 0 0 0 0 0 115823382 107779707 0 2033 20000 20000 39852125 39852125 334366 334366 0 0 976905 0 976905 0 0 0 0 0 32473137 26329080 5233599 910458 1891557 1533666 304857 53034 4347103 2543982 1730333 72788 2297487 1862793 370279 64415 926412 925630 0 782 143622 11372 132250 0 84777 0 84777 0 123404 15 123389 0 125156 125156 500069 0 500069 0 3368320 2380925 868021 119374 1759322 1244208 504964 10150 4253634 3276414 807452 169768 2934723 981414 1938835 14474 3586 3586 0 0 5703311 5703311 0 0 2478184 2195669 220247 62268 0 0 0 0 1352032 929333 345448 77251 2042161 1917562 112062 12537 0 0 0 0 6070024 5730601 304733 34690 533214 241208 292006 0 Other Expenses 488123 174064 309461 4598 115082754 98191324 15159687 1731743 0 0 6886820 5433515 1112089 1126070 5276681 4872082 0 0 0 0 0 0 87169 140652 1906586 1860444 211433707 114959600 92437727 96474107 82834008 89986484 7171285 4504178 6153530 5629600 0 0 1749150 1627568 205615045 211654700 6981808 6531075 6183166 5091993 3130728 2684792 42982958 49924998 1285594 1214277 60564254 65447135 X 40349732 37764553 36595410 39106749 68105649 69336263 145050791 146207565 205615045 211654700 X 740628 4497888 0 0 0 -4081742 X 0 1 X 1 1 1 X 0 0 0 0 0 0 0 0 1 123404 123404 0 Schedule C, Part II-B, Line 1 The University engaged one firm to assist in legislative activities that affect the University and paid the firm $10,500. Also, the University is a member of Minnesota Private College Council (MPCC), an organization described in The University 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 paid membership dues to MPCC in the amount of $140,601 during the taxable year. MPCC has divided its expenses for its taxable year ending June 30, 2017, 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 non-lobbying activities. MPCC did not attempt to allocate the Group 2 expenses between lobbying and non-lobbying 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, $112,904 of the University's dues were used to pay Group 2 expenses. The amount of lobbying expenses paid from the University's dues was significantly less than that amount. 0 0 X X X 1 93174229 1277390 7653716 1914395 1318885 759358 98112697 83091609 3539000 10419914 1800266 1313948 762081 93174228 94618261 981155 -4640527 2065285 4993433 808562 83091609 95281850 201951 3093190 1927135 1269955 761640 94618261 83029571 2759697 12812590 1632306 1035433 652269 95281850 0.1336 0.6834 0.183 0 0 0 3028079 3028079 0 150353509 71593111 78760398 0 8919138 6872828 2046310 0 35597558 29786721 5810837 0 13535423 6706940 6828483 96474107 0 Annuities and Unitrusts 1214277 1214277 80172713 4548153 0 0 -36244118 -31695965 111868678 500070 3454634 3954704 115823382 78602206 0 0 0 4199082 4199082 74403124 500070 40179560 40679630 115082754 Schedule D, Part III, Line 1 The University's collections, which were acquired through purchases and contributions since the University's inception, are not recognized as assets on the balance sheet. Purchases of collection items are recorded as decreases in unrestricted net assets in the year in which the items are acquired or as temporarily restricted net assets if the assets that are used to purchase the items are restricted by the donors. Contributed collection items are not reflected on the financial statements. Proceeds from de-accessions or insurance recoveries are reflected as increases in the appropriate net asset classes. Schedule D, Part III, Line 4 The University's collection is made up of pottery, prints, musical instruments and paintings that are held for educational and performance purposes. Each of the items is catalogued, preserved and cared for and activities verifying their existence and assessing their condition are performed continuously. Schedule D, Part V, Line 4 The intended uses of the endowment funds are to establish a scholarship or prize, to create a chair in a specific academic area, to fund a particular research program, to fund other programs such as professorships, fellowships, library, buildings, equipment and lectures and discretionary use by the University (unrestricted). Schedule D, Part XI, Line 2d Student financial aid: 40,186,491; change in value of split interest: 50,265; appropriation of endowed assets: -3,992,638 Schedule D, Part XI, Line 4b Investment income: 7,653,716; cost of sales for auxiliaries: -3,657,193: fundraising event expenses:-19,076; cost of rental houses: -522,813. Schedule D, Part XII, Line 2d Cost of sales for auxiliaries: 3,657,193; fundraising event expenses: 19,076; cost of rental houses 522,812. Schedule D, Part XII, Line 4b Student financial aid: 40,186,491; board designated expenses: 14,385. 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 University publicizes its racially nondiscriminatory position in all major publications, including those related to admission and student services and Hamline Magazine as well as on the University website. Schedule E, Part I, Line 6 The University receives federal and state funding. 1 Europe (including Iceland and Greenland) 0 0 Program Services Program expenses for study abroad 293883 East Asia and the Pacific 0 0 Program Services Program expenses for study abroad 127548 North America (including Canada and Mexico, but not the United States) 0 0 Program Services Program expenses 8156 Middle East and North Africa 0 0 Program Services Program expense 2027 Sub-Saharan Africa 0 0 Program Services Program expense 1679 Europe (including Iceland and Greenland) 0 0 Grantmaking Scholarships 76726 East Asia and the Pacific 0 0 Grantmaking Scholarships 110500 South America 0 0 Grantmaking Scholarships 16000 Sub-Saharan Africa 0 0 Grantmaking Scholarships 131140 Central America and the Caribbean 0 0 Investments Investment managers 17693519 0 0 18461178 Educational/Financial Assistance Sub-Saharan Africa 6 131140 Cash payment 0 FMV Educational/Financial Assistance East Asia and the Pacific 7 110500 Cash payment 0 FMV Educational/Financial Assistance Europe (including Iceland and Greenland) 3 76726 Cash payment 0 FMV Educational/Financial Assistance South America 2 16000 Cash payment 0 FMV 0 0 0 0 0 0 Schedule F, Part I, Line 2 The University does not monitor academic achievement of recipients for the purpose of qualification for assistance. X X X X X X X 1 Ruffalo Noel Levitz 1025 Kirkwood Pkwy SW Cedar Rapids IA 50303 Call center solitication 0 0 56763 -56763 Abbey Showalter-Loch 5204 Vincent Ave S Minneapolis MN 55410 Consultant 0 0 49250 -49250 0 106013 -106013 All States Piper Golf Classic 16440 9850 6590 0 0 0 8112 0 2408 End Zone Club 13749 3906 9843 0 0 3152 1996 0 232 1 8580 3905 4675 0 0 2344 832 0 0 38769 17661 21108 0 0 5496 10940 0 2640 19076 2032 1 Hamline Midway Coalition 1558 West Minnehaha Ave Saint Paul MN 55104 411395272 501(c)3 20000 0 FMV General support 1 0 ISEP program tuition and assistance 4 4000 0 FMV Educational scholarships and financial assistance for undergraduate students 2100 39465724 0 FMV Graduate tuition and fee reductions and exemptions 1172 382401 0 FMV Schedule I, Part I, Line 2 The financial aid office determines students eligibility for federal, state, and institutional scholarships according to the University's established criteria which follows federal and state guidelines for awarding any grant funds. There is an annual audit to ensure compliance with these regulations. X X X X X X 1 1 X X X X 0 1 0 0 0 0 0 1 0 Fayneese Miller President 372869 0 56250 0 17690 0 24750 0 85265 0 556824 0 0 0 Margaret A Tungseth VP for Finance and Administration 197356 0 0 0 0 0 15083 0 7059 0 219498 0 0 0 John Matachek Provost 218155 0 0 0 0 0 16959 0 13744 0 248858 0 0 0 Catherine Wassberg Geberal Counsel 216450 0 0 0 0 0 16377 0 8078 0 240905 0 0 0 Anne McCarthy Dean of School of Business 196651 0 0 0 0 0 15096 0 7528 0 219275 0 0 0 Jason Verdugo Athletic Director 165651 0 0 0 0 0 12446 0 7460 0 185557 0 0 0 Marcela Kostihova Dean College of Liberal Arts 151655 0 0 0 0 0 12156 0 13691 0 177502 0 0 0 Michelle D Hegarty Senior Associate Vice President for Finance 134365 0 0 0 0 0 10695 0 14170 0 159230 0 0 0 Schedule J, Part I, Line 1a The president has been provided these items by the University. The interim provost is provided a residence at a reduced cost. Schedule J, Part I, Line 4 The President of the University participates in a supplemental nonquaified retirement plan. Schedule J, Part I, Line 7 A written contract between the University and its President provides for a non-fixed payment. This payment is discretionary. This payment is reflected in Schedule J, Part II, Column B(ii). A MN HIGHER EDUCATION FACILITIES AUTHORITY 410988525 2013-09-30 6210000 Refund of prior bond 0 0 0 B MN HIGHER EDUCATION FACILITIES AUTHORITY 410988525 60416HRM8 2010-06-28 14890000 REFUND OF PRIOR BOND AND REFINANCE A LOAN 1 0 0 C MN HIGHER EDUCATION FACILITIES AUTHORITY 410988525 60416HWP5 2011-03-09 18330000 CONSTRUCTION OF UNIVERSITY CENTER 1 0 0 D MN HIGHER EDUCATION FACILITIES AUTHORITY 410988525 2017-06-30 6726000 PREPAY A PRIOR LOAN AND ADVANCE REFUND A PRIOR BOND 0 0 0 A 1685000 0 6210000 0 0 0 46575 0 0 0 0 0 2013 0 0 1 1 B 3555000 11995882 15550882 948 0 0 118526 0 0 0 0 0 2013 0 0 1 1 C 0 17979815 17979815 43656 0 0 228046 0 0 17979815 0 0 2013 0 0 1 1 D 0 0 6726000 0 0 0 118443 0 0 0 0 0 2017 0 1 1 1 A 0 0 0 0 0 0 0 0 0 1 B 0 0 0 0 0 0 0 0 0 1 C 0 0 0 0 0 0 0 0 0 1 D 0 0 0 0 0 0 0 0 0 1 A 1 0 0 0 0 0 B 0 0 0 0 0 0 0 0 0 C 0 0 1 0 0 0 0 0 0 D 0 0 0 0 0 0 0 0 0 A 0 B 0 C 0 D 0 A MN HIGHER EDUCATION FACILITIES AUTHORITY 410988525 2017-12-17 34650000 DEFEASE TWO PRIOR BONDS AND ADD CONSTRUCTION FUNDING 0 0 0 A 0 0 34650000 2438349 0 0 335157 0 0 5188654 28650000 811346 2018 1 0 0 1 A 0 0 0 0 0 0 0 0 0 0 A 0 0 0 0 0 0 0 0 1 A 0 X 50 415341 FMV 0 0 1 0 Form 990, Part VI, Section A, Line 7a The Trustees of the University are elected by the Board of Trustees and ratified by the Minnesota Annual Conference of the United Methodist Church. The President of the University and the Bishop of the Conference are Ex Officio Trustees with full voting powers. Form 990, Part VI, Section B, Line 11b The Form 990 was reviewed by management and the audit committee prior to being filed with the IRS. The Form 990 was provided to the Board of Trustees. Form 990, Part VI, Section B, Line 12c The Audit committee of the Board of Trustees is responsible for monitoring and responding to conflicts of interest. An individual with a conflict of interest is required to abstain from discussions and voting on the issue. Form 990, Part VI, Section B, Line 15 The determination of compensation for the individuals identified included review and approval by independent persons, review of comparability data and contemporaneous substantiation of the decision. Form 990, Part VI, Section C, Line 19 The University's governing documents are available at the Minnesota Secretary of State's office. The University's financial statements are available on its website. The University's Form 990 is available at Guidestar.org or upon request. The University's conflict of interest policy is available to the public on its website. Form 990, Part XI, Line 9 Represents extraordinary loss due to debt refunding. Filed an extension for the 11/15/18 deadline.