2017-02-20T08:25:48-07:00 2016-05-31 990 2015-06-01 391399196 ST NORBERT COLLEGE INC STNO 9204033117 100 Grant Street De Pere WI 541152002 Eileen Jahnke V.P. of Business and Finance 9204033250 2017-02-20 2015 2021-01-29 14:40:06Z Thomas Kunkel 100 Grant St De Pere WI 54115 120774432 0 0928 X snc.edu X 1982 WI St. Norbert College, a Catholic liberal arts college embracing the Norbertine ideal of communio, provides an educational environment that fosters intellectual, spiritual and personal development. 46 46 2067 327 2754985 0 12691903 25075616 78015494 81840225 5926585 4478203 4014375 5048672 100648357 116442716 31130175 32068701 0 0 40412073 41786177 128587 101404 2625442 22118828 21916400 93789663 95872682 6858694 20570034 270269709 281541106 38158270 37658899 232111439 243882207 St. Norbert College, A Catholic liberal arts college embracing the Norbertine ideal of communio, provides an educational environment that fosters intellectual, spiritual and personal development. 0 0 25375383 0 71156384 Education Delivery, General/Other: Instruction Research, Public Service, and Academic support (2,096 students) 8055118 0 10683841 Auxiliary Enterprises provides housing, Board, and bookstore services to approximately 1,738 resident students (2,096 students) 10007682 0 0 Student Services Program: Student Services includes Admissions, Registration, Financial Aid, Career Center, and the Health Center (1,738 students) 32068701 32068701 0 Student Financial Aid Programs, General/Other: Scholarships and grants (2,116 students) 32068701 32068701 0 75506884 1 1 0 0 0 1 0 1 0 1 1 0 0 0 1 1 1 0 1 0 0 0 1 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 1 2772 1 1 2067 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 X 46 46 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X Curt Kowaleski 9204033117 100 Grant St De Pere WI 541152002 Mr Michael J Haddad Board Member 1 X 0 0 0 Rev Michael Weber O Praem Board Member 1 X 0 0 0 Ms Christine Loose Board Member 1 X 0 0 0 Ms Debra Alder Board Member 1 X 0 0 0 Rev James B Herring O Praem Board Member 1 X 0 0 0 Rev Joel P Garner O Praem Board Member 1 X 0 0 0 Mr Patrick Michels Board Member 1 X 0 0 0 Rev John Bostwick O Praem Board Member 1 X 0 0 0 Rev Dan Felton Board Member 1 X 0 0 0 Ms Mary Dellanina Board Member 1 X 0 0 0 Ms Kathryn Hasselblad Pascale Board Member 1 X 0 0 0 Rt Rev Richard Antonucci O Praem Board Member 1 X 0 0 0 Mr Edward J Sturzl Jr Board Member 1 X 0 0 0 Mr Richard E Terry Board Member 1 X 0 0 0 Mr Phil Flynn Board Member 1 X 0 0 0 Rev John P Kastenholz Board Member 1 X 0 0 0 Dr John Corbett Board Member 1 X 0 0 0 Mr Chad Fuss Board Member 1 X 0 0 0 Mr George F Hartmann Board Member 1 X 0 0 0 Ms Sara Johnson Tutskey Board Member 1 X 0 0 0 Ms Marti Wronski Board Member 1 X 0 0 0 Mr John B Williams Board Member-Chairman 1 X 0 0 0 Rev Jack MacCarthy O Praem Board Member 1 X 0 0 0 Mrs Miriam E Mulva Board Member 1 X 0 0 0 Dr Benjamin T Chu Board Member 1 X 0 0 0 Mr Paul O Gehl Board Member 1 X 0 0 0 Ms Karen McDiarmid Board Member 1 X 0 0 0 Mr William Sulzmann Board Member 1 X 0 0 0 Mr Mike Foley Board Member 1 X 0 0 0 Mr Daniel Dickinson Board Member 1 X 0 0 0 Mr Thomas E Maher Jr Board Member 1 X 0 0 0 Ms Tracy B Arndt Board Member 1 X 0 0 0 Julie Anne Kress Board Member 1 X 0 0 0 Mr Edward A Thompson Board Member 1 X 0 0 0 Ms Julie Van Straten Board Member 1 X 0 0 0 Mr Michael Van Asten Board Member 1 X 0 0 0 Mr Norbert Hill Board Member 1 X 0 0 0 Ms MaryEllen Schill Board Member 1 X 0 0 0 Rev James Baraniak O Praem Board Member 1 X 0 0 0 Brother Steve Herro O Praem Board Member 1 X 0 0 0 Mr Joseph Schinkten Board Member 1 X 0 0 0 Mr Greg Nicklaus Board Member 1 X 0 0 0 Mr Paul Schneider Board Member 1 X 0 0 0 Rev David McElroy O Praem Board Member 1 X 0 0 0 Mr Peter Romenesko Board Member 1 X 0 0 0 Mr Kurt Voss Board Member 1 0 X 0 0 0 Thomas Kunkel President 40 X 345715 0 34202 Fr Jay Fostner Vice President 40 X 135590 0 17045 Phillip Oswald Vice President 40 X 185461 0 27300 Eileen Jahnke Vice President 40 X 181241 0 27229 Jeffrey Frick Vice President 40 X 172452 0 32301 Edward Lamm Vice President 40 X 139024 0 28827 Amy Sorenson Secretary 40 X 95861 0 19961 Raechelle Clemmons Vice President 40 X 137861 0 13155 David Duquette Associate Professor 40 X 114769 0 21604 Sandra Odorzynski Associate Professor 40 X 112370 0 21308 Kevin Quinn Academic Dean 40 X 152307 0 25589 Paul Bursik Associate Professor 40 X 115542 0 26718 Larry Scheich Associate Dean 40 X 117733 0 17508 2005926 0 312747 26 0 1 0 Miron Construction 1471 McMahon Road Neenah WI 54956 Construction 5139022 Performa Inc 124 N Broadway De Pere WI 54115 Architecture 1617388 Advantage Purchasing LLC 1471 Mcmahon Rd Neenah WI 54956 Construction 980028 Follett Higher Education Group 100 Grant St De Pere WI 54115 Bookstore Management 486113 Mazzoleni Restoration Services LLC 345 South Monroe Avenue 1272 B Parkview Road Green Bay WI 54304 Restoration Services 307316 26 0 0 0 0 710129 24365487 5474265 25075616 Tuition and Fees 611310 70517116 70517116 0 0 Sales and Service Auxiliary Enterprise 722320 10683841 8359473 2324368 0 Sales and Service of Educational Activities 611310 639268 0 430617 208651 0 0 0 0 81840225 1655609 0 0 1655609 0 0 0 0 0 0 0 0 0 0 2987109 2490 1 167004 2987108 -164514 2822594 0 0 2822594 0 6459992 4164711 2295281 2295281 0 0 2753391 0 0 2753391 2753391 116442716 81171870 2754985 7440245 0 0 30903589 30903589 1165112 1165112 0 0 1592310 452695 928209 211406 0 0 0 0 30133043 23656771 5748327 727945 2214247 1700943 462153 51151 5732305 4305166 1271360 155779 2114272 1577337 475791 61144 0 0 0 0 453025 0 453025 0 44915 0 44915 0 0 0 0 0 101404 101404 311220 0 311220 0 0 0 0 0 221253 181816 34923 4514 12124872 1426008 9763041 935823 1317640 983015 296519 38106 0 0 0 0 204815 152801 46091 5923 1307147 856940 416032 34175 0 0 0 0 0 0 0 0 664800 455347 209453 0 0 0 0 0 4574801 3412996 1029503 132302 691912 516195 155707 20010 Indirect Costs 0 3760153 -3905913 145760 0 95872682 75506884 17740356 2625442 2181889 1228911 4869416 974743 12242145 21447869 730423 635601 0 0 0 0 3295834 3415983 200179 162113 703241 582458 203708915 55613435 139531248 148095480 102429755 100676570 1873100 1873100 0 0 0 0 2212479 2448278 270269709 281541106 9138567 9788519 2920127 2895240 1876960 1727312 18566112 17529661 0 0 0 0 435386 331352 0 0 5221118 5386815 38158270 37658899 X 121366880 129094628 31491142 34754314 79253417 80033265 232111439 243882207 270269709 281541106 20570034 -8799266 0 0 0 0 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 0 0 0 8500 0 268959 0 1 1 39401 795475 0 0 X X 0 104216759 1817933 -3874955 2121968 1525861 0 98511908 94758741 7931616 4410064 1768143 1115519 0 104216759 83991761 1965392 11225962 1405449 1018925 0 94758741 69943821 4175269 11857876 1059975 925230 0 83991761 72120157 3038094 -3597352 843913 773165 0 69943821 0.0932 0.7824 0.1244 0 1 1 0 5792711 5792711 0 169898629 40610063 129288566 0 0 0 0 0 20552382 12095814 8456568 0 7465193 2907558 4557635 148095480 0 Student Deposits Held in Trust 227025 Postretirement benefit cost 4974867 Capital Lease 184923 5386815 X 111808161 -8799266 0 0 4164711 -4634555 116442716 0 0 0 116442716 100037393 0 0 0 4164711 4164711 95872682 0 0 0 95872682 Schedule D, Part III, Line 4 St Norbert College has an art collection used for public exhibition and scholarly research. Schedule D, Part V, Line 4 The income of the funds may be distributed for such educational purposes consistent with the mission and heritage of the College, tax-exempt status, and the College's Articles of Incorporation. Schedule D, Part X, Line 2 St Norbert college, Inc is exempt from federal income taxes under Section 501(c)(3) of the Internal Revenue Code. However, income from certain activities not directly related to the College's tax-exempt purpose is subject to taxation on unrelated business income. In addition, the College qualifies for the charitable contribution deduction under Section 170(b)(1)(A) and has been classified as an organization other than a private foundation under Section 509(a)(2). The College is also exempt from Wisconsin income taxes. Penalties and interest assessed by income taxing authorities are included in institutional support expenses, if applicable. The College had no interest and penalties related to income taxes for the year ended May 31, 2016. The College's federal returns are subject to examination generally for three years after they are filed and its state returns are subject to examination generally for four years after they are filed. Schedule D, Part XI, Line 2d Auxiliary Cost of Goods Sold Schedule D, Part XII, Line 2d Auxiliary Cost of Goods Sold 1 1 0 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 Schedule E, Part I, Line 3 SNC does not use newspapers or broadcast media to publicize its racially nondiscriminatory policy. The organization does state it on the web and in printed brochures. Schedule E, Part I, Line 6 The institution received various financial aid and assistance from government agencies. A schedule of expenditures of Federal Awards is available upon request. Study Abroad Scholarship East Asia and the Pacific 8 88196 Wire 0 Study Abroad Scholarship Europe (including Iceland and Greenland) 17 704368 Wire 0 Study Abroad Scholarship South America 1 66559 Wire 0 Study Abroad Scholarship Sub-Saharan Africa 1 15600 Wire 0 0 0 0 0 0 0 X X X X X X X 1 Wilson Bennett Technology 140 Professional Dr Cabot AR 72023 Consult on Phone-Athon 0 0 88000 -88000 Lighthouse Production 1010 Waube Lane Green Bay WI 54304 Campaign Celebration 0 0 11729 -11729 0 99729 -99729 AK AL AR AZ CA CO CT DE FL GA HI IA ID IL IN KS KY LA MA MD ME MI MN MO MS MT NC ND NE NH NJ NM NV NY OH OK OR PA RI SC SD TN TX UT VA VT WA WI WV WY 1 SNC Grants 1410 10419336 0 SNC Scholarships 1842 20484253 0 Schedule I, Part I, Line 2 To ensure our grants and scholarships are used for proper purpose the Financial Aid Office performs regular maintenance and reconciliation with our Bursar's Office monitoring that all funds awarded to a particular student are being properly credited to their student account. Any changes or adjustments to original awards that affect grant and scholarship funding are documented, saved and then copied to our Bursar's Office. These processes are completed utilizing an automated software system which allows us to generate reports at anytime for monitoring and reconciliation purposes. Additionally, we have a yearly audit performed by an outside accounting firm guaranteeing we are staying in compliance with all federal, state, and institutional policies and procedures as well as assuring funding is being used as intended. X X X 0 1 X 0 0 0 0 0 0 0 0 0 Jeffrey Frick Vice President 172452 0 0 0 0 0 15890 0 17876 0 206218 0 0 0 Eileen Jahnke Vice President 181241 0 0 0 0 0 16265 0 12463 0 209969 0 0 0 Edward Lamm Vice President 139024 0 0 0 0 0 12416 0 17555 0 168995 0 0 0 Raechelle Clemmons Vice President 137861 0 0 0 0 0 12292 0 1997 0 152150 0 0 0 Thomas Kunkel President 288973 0 56742 0 0 0 23850 0 52344 0 421909 0 0 0 Phillip Oswald Vice President 185461 0 0 0 0 0 16336 0 12468 0 214265 0 0 0 Fr Jay Fostner Vice President 135590 0 0 0 0 0 11969 0 6191 0 153750 0 0 0 Kevin Quinn Academic Dean 152307 0 0 0 0 0 14487 0 12435 0 179229 0 0 0 Schedule J, Part I, Line 1a For the convenience of the college, Mr. Kunkel accepted a personal residence within the proximity of the college as a condition of his employment. Also, Mr. Kunkel, Mr. Lamm, and Mr. Oswald have been provided memberships at local country clubs, which are considered working condition fringe benefits and proper substantiation to the college exists. These items are used for business/entertainment on behalf of the college. Nothing has been included as taxable income. Finally, the college paid for President Tom Kunkel's spouse's travel expenses to go on the Norbertine tour in the past year. These costs have not been included as taxable compensation, as the spouse had a bona fide business purpose for being on the trip in accordance with IRS Reb 1.132-5(t). Schedule J, Part I, Line 1b Payment agreement included in up front negotiated contract as approved by the Board of Trustees. A WHEFA 391337855 2015-08-18 13345000 Provide funds to re-fund a prior issue 3/27/2008 0 0 0 B WHEFA 391337855 2013-12-02 4300000 Purchase building and furnishings for residence hall 0 0 0 A 585000 0 13345000 0 0 0 90000 0 0 0 13255000 0 2015 0 0 1 1 B 430000 0 4300000 0 0 0 86000 0 0 4214000 0 0 2013 0 0 1 1 A 0 0 0 0 0 0.0155 0.0155 0 0 0 B 0 0 0 0 0 0 0 0 0 0 A 0 1 0 0 1 1 JP Morgan Chase 9 0 0 0 0 0 B 0 1 0 0 0 0 0 0 0 A 0 B 0 X 1 39401 Appraisal X 25 351864 Publicly traded X 1 83000 Appraisal X 1 5000000 Appraisal 0 0 1 1 Schedule M, Part I, Line 32b An independent appraisal was used to value the donated art and the real estate, while an independent broker was used to sell the publicly traded stock. Form 990, Part VI, Section A, Line 6 The Premonstratensian Fathers Incorporated in Wisconsin are owning members. Form 990, Part VI, Section A, Line 7a The Premonstratensian Fathers incorporated in Wisconsin may elect members of the governing body. Form 990, Part VI, Section A, Line 7b The decisions of the governing body are subject to the approval of The Premonstratensian Fathers of Wisconsin. Form 990, Part VI, Section B, Line 11b A copy of the form 990 was provided to the Board of Trustees, while a review and discussion occurred with the audit committee of the organizations governing body before finalizing return. Form 990, Part VI, Section B, Line 12c The organization regularly and consistently monitors and enforces compliance with the policy. Exempt (salaried) employees and faculty must complete a "Conflict Disclosure Statement" at the time of hire and in September of each year thereafter and return the statements to the Vice President of Business and Finance. The director of finance and the director of human resources review all statements to determine whether the relationship or transaction is inappropriate. If a relationship or transaction appears to have potential for a conflict of interest, the Vice President of Business and Finance will also review the statement. The reviewing group informs the employee of whether the transaction or relationship will be permitted and under what circumstances. Related to trustees, by-laws require them to disclose any potential conflicts. Every trustee is required to complete a "Conflict Disclosure Statement" upon their assignment to the board. This submission is being reviewed for conflict by a member of the board of trustees. The current members are expected to inform of any changes that lead to potential conflicts. Form 990, Part VI, Section B, Line 15 Using CUPA data for comparable organizations as a guide, the compensation for the president is determined by the compensation committee of the Board of Trustees of the college, consisting of the Chairman of the Board, the Vice Chairman of the Board and the Chairman of the Finance Committee and is approved by the Vice President for Business and Finance. Compensation for the College's officers uses CUPA data as a guide for comparable compensation for comparable positions at similarly situated organization. Final approval must be secured from the President of the College and Vice President for Business and Finance, the College's compensation plan is approved as a part of the budget of governing body (the Finance Committee of the Board of Trustees and by the Order) and compensation calculations are documented and records are retained in Human Resources. Form 990, Part VI, Section C, Line 19 The governing documents, conflict of interest policy and financial statements are available to the public upon request. The Premonstratensian Fathers of Wisconsin 1016 N Broadway De Pere WI 54115 390806336 Church WI 501(c)(3) 170(b)(1)(A)(i) N/A 1 Incredible Edibles Inc 800 Eisenhower Dr Kimberly WI 54136 391279709 Banquet Hall WI St Norbert College C -68378 608422 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 The Premonstratensian Fathers of Wisconsin c 5000000 Independent Valuation