2017-05-11T15:29:57-05:00 2016-06-30 390859910 BAKER TILLY VIRCHOW KRAUSE LLP 225 S 6TH ST 2300 MINNEAPOLIS MN 55402 990 2015-07-01 410518750 MITCHELL HAMLINE SCHOOL OF LAW (FKA WILLIAM MITCHELL COLLEGE OF LAW) MITC 6512279171 875 SUMMIT AVE ST PAUL MN 55105 ART BERMAN VP OF FINANCE & ADMINISTRATION 6512279171 2017-05-10 1 LAWRENCE H MOHR CPA P00447603 6128764500 2015 2021-01-29 14:40:06Z MARK GORDON 875 SUMMIT AVE ST PAUL MN 55105 37819731 0 X WWW.MITCHELLHAMLINE.EDU X 1900 MN MITCHELL HAMLINE SCHOOL OF LAW IS ORGANIZED TO ESTABLISH, MAINTAIN, AND CONDUCT AN INSTITUTION OF HIGHER LEARNING IN WHICH PERSONS ARE TAUGHT THE PRINCIPLES OF LAW AND ALLIED FIELDS OF KNOWLEDGE AND PREPARED FOR ADMISSION TO PRACTICE THE PROFESSION OF LAW IN THE COURTS OF MINNESOTA, OTHER STATES, AND THE UNITED STATES. ALSO, TO CONDUCT GRADUATE DEGREE AND NON-DEGREE EDUCATIONAL PROGRAMS FOR LAWYERS, OTHER PROFESSIONALS AND MEMBERS OF THE PUBLIC. 33 32 634 750 -14099 -14099 2188110 6304079 26284241 31088045 1955230 295484 26110 54972 30453691 37742580 13151370 16845375 0 0 13765466 14085587 0 0 891134 8330764 7532370 35247600 38463332 -4793909 -720752 61146610 60495729 21275564 22678214 39871046 37817515 X WE SERVE THE LAW. WE TEACH IT, STUDY IT, PRACTICE IT, AND WORK TO MAKE IT JUST. THIS IS OUR MISSION. OUR STUDENTS COME TO MITCHELL HAMLINE WITH DIVERSE TRAITS, TALENTS, AND EXPERIENCES, YET THE HAVE IN COMMON A DESIRE TO TRANSFORM THEMSELVES INTO SKILLED AND ETHICAL LEGAL PROFESSIONALS. THEY LEARN FROM US AND FROM EACH OTHER. WE CHALLENGE AND SUPPORT THEM, AND WE ARE RESPONSIVE TO THEIR FAMILY AND CAREER COMMITMENTS. WE STUDY LAW AND THE LEGAL PROFESSION AS CRITICAL OBSERVERS AND ACTIVE PARTICIPANTS. OUR LEGAL EDUCATION INCORPORATES SCHOLARSHIP AND PRACTICE, MAINTAINS A STRONG CONNECTION TO THE PROFESSION, IS INTELLECTUALLY RIGOROUS, AND INSTILLS AN ETHIC OF SERVICE TO CLIENTS AND COMMUNITY. OUR STUDENTS GRADUATE WITH THE PRACTICAL WISDOM TO PUT THE LAW TO WORK. 1 0 33409626 16845375 31161005 LEGAL EDUCATION PROGRAM (J.D. AND LL.M.):THE SCHOOL IS ORGANIZED AS AN INSTITUTION OF HIGHER LEARNING IN WHICH PERSONS ARE TAUGHT THE PRINCIPLES OF LAW AND ALLIED BRANCHES OF KNOWLEDGE AND PREPARED FOR ADMISSION TO PRACTICE THE PROFESSION OF LAW IN THE COURTS OF MINNESOTA, OTHER STATES AND THE UNITED STATES. THE SCHOOL ALSO CONDUCTS GRADUATE DEGREE AND NON-DEGREE EDUCATIONAL PROGRAMS FOR LAWYERS, OTHER PROFESSIONALS, AND MEMBERS OF THE PUBLIC. THROUGH ITS CLINICS, IT PROVIDES LAW STUDENTS, SUPERVISED BY LAWYERS, THE OPPORTUNITY TO ENGAGE IN MEANINGFUL, PRACTICAL LEGAL EXPERIENCES TO DELIVER LEGAL SERVICES TO UNDERSERVED PEOPLE IN THE COMMUNITY. 138208 EXPERT WITNESS TRAINING ACADEMY:THE EXPERT WITNESS TRAINING ACADEMY ("THE ACADEMY") IS A PROGRAM OFFERING ANNUAL WORKSHOPS AIMED AT TRAINING EXPERT WITNESSES TO EFFECTIVELY COMMUNICATE THE PRINCIPLES OF EXPERT WITNESS KNOWLEDGE, RESEARCH, TESTING AND EXPERIENCE. THE ACADEMY IS DESIGNED TO PROVIDE A STRUCTURE FOR SCIENTISTS AND ATTORNEYS TO DISCUSS, IN A COLLABORATIVE SETTING, HOW BEST TO ACHIEVE THE GOAL OF PROVIDING TECHNICAL SCIENTIFIC DATA, INTERPRETATION OF DATA AND EXTRAPOLATION FROM THE DATA IN A COURT OF LAW OR OTHER LEGAL PROCEEDING WITHOUT COMPROMISING THE INTEGRITY OF THE DATA OR STRAYING FROM ETHICAL AND LEGAL PRINCIPLES. THE WORKSHOPS INCORPORATE LEGAL THEORY AND PRACTICAL WISDOM CONSISTENT WITH MITCHELL HAMLINE'S TEACHING METHODOLOGY. THIS ONE-WEEK TRAINING PROGRAM REACHED MORE THAN 20 SCIENTISTS AND ALSO INCLUDES STUDENTS. LEGAL EDUCATION - NON JD PROGRAMS:THE INSTITUTES FOR DISPUTE RESOLUTION AND HEALTH LAW BECAME PART OF THE SCHOOL EFFECTIVE DECEMBER 8, 2015. THE DISPUTE RESOLUTION INSTITUTE OFFERS RIGOROUS ACADEMIC DISCOURSE, HANDS-ON SIMULATION EXPERIENCE AND CROSS-DISCIPLINARY EXAMINATION OF CONFLICT THEORY, ADVOCACY AND PROBLEM SOLVING IN DOMESTIC AND STUDY ABROAD COURSES FOR STUDENTS. THE HEALTH LAW INSTITUTE OFFERS SPECIALIZED COURSES TO BRIDGE THE GAP BETWEEN HEALTH LAW SCHOLARSHIP AND POLICY. IT IS A HUB FOR THE HEALTH LAW COMMUNITY PROVIDING PROGRAMS, TRAINING AND EDUCATIONAL OPPORTUNITIES, EVENTS AND SYMPOSIA FOR LAW STUDENTS, ATTORNEYS, HEALTH CARE PRACTIONERS, AND BUSINESS PROFESSIONALS. 33547834 1 1 0 0 0 1 0 0 0 1 1 0 0 0 1 1 0 1 1 1 1 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 1 0 1 1103 0 634 1 1 1 0 0 0 0 1 1 0 0 0 0 X 33 32 1 0 1 0 0 0 1 1 1 0 0 1 1 1 1 1 1 1 0 0 AK HI KY MD MA MI MN NH OH OK OR SC X ART BERMAN 6512907522 875 SUMMIT AVENUE ST PAUL MN 55105 DANIEL P O'KEEFE CHAIR 1.00 X X 0 0 0 HONORABLE HELEN M MEYER VICE CHAIR 1.00 X X 0 0 0 STEVEN J KIRSCH SECRETARY 1.00 X X 0 0 0 JILL FLASKAMP HALBROOKS TREASURER 1.00 X X 0 0 0 DONOVAN FRANK AT LARGE 1.00 X X 0 0 0 LYNN ANDERSON TRUSTEE 1.00 X 0 0 0 CHRISTINE CHALSTROM TRUSTEE 1.00 X 0 0 0 JEANNE FORNERIS TRUSTEE 1.00 X 0 0 0 KAREN PARK GALLIVAN TRUSTEE 1.00 X 0 0 0 NICOLE JAMES CILCHRIST TRUSTEE 1.00 X 0 0 0 LISA A GRAY TRUSTEE 1.00 X 0 0 0 SARA GREWING TRUSTEE 1.00 X 0 0 0 MARK A HALLBERG TRUSTEE 1.00 X 3200 0 0 LINDA N HANSON TRUSTEE 1.00 X 0 0 0 FRANK HARRIS TRUSTEE 1.00 X 0 0 0 JEAN HOLLOWAY TRUSTEE 1.00 X 0 0 0 JAMES J HOOLIHAN TRUSTEE 1.00 X 0 0 0 CHARLES H JOHNSON TRUSTEE 1.00 X 0 0 0 CHRISTINE KALLA TRUSTEE 1.00 X 0 0 0 STEPHEN R LEWIS TRUSTEE 1.00 X 0 0 0 MARTIN LUECK TRUSTEE 1.00 X 0 0 0 RICHARD L MACK TRUSTEE 1.00 X 0 0 0 ERIC J MAGNUSON TRUSTEE 1.00 X 0 0 0 RUTH A MICKELSEN TRUSTEE 1.00 X 0 0 0 FAYNEESE MILLER TRUSTEE 1.00 X 0 0 0 DENISE D REILLY TRUSTEE 1.00 X 0 0 0 JEN RANDOLPH REISE TRUSTEE 1.00 X 0 0 0 SUSAN RHODE TRUSTEE 1.00 X 0 0 0 ELLEN G SAMPSON TRUSTEE 1.00 X 0 0 0 LENOR A SCHEFFLER TRUSTEE 1.00 X 0 0 0 DAVID M SPARBY TRUSTEE 1.00 X 0 0 0 BECKY R THORSON TRUSTEE 1.00 X 0 0 0 WENDY WATSON TRUSTEE 1.00 X 0 0 0 MARK C GORDON PRESIDENT/DEAN 50.00 2.00 X 125340 0 6368 JANE H GOULD INTERIM VP FINANCE 40.00 4.00 X 0 0 0 KATHLEEN M PANCIERA VP FINANCE 40.00 X 162454 0 8386 JOHN O SONSTENG PROFESSOR OF LAW 40.00 X 171514 0 37799 MICHAEL STEENSON PROFESSOR OF LAW 40.00 X 166082 0 22340 LINDA K BERG VP INSTITUTIONAL ADVANCEMENT 50.00 X 162133 0 22873 GREGORY DUHL PROFESSOR OF LAW 40.00 X 152649 0 8964 KENNETH PORT PROFESSOR OF LAW 40.00 X 146528 0 31495 ERIC S JANUS PRESIDENT/DEAN - FORMER 0.00 X 272749 0 28231 JAY ERSTLING PROFESSOR OF LAW - FORMER 0.00 X 149487 0 17515 PETER C ERLINDER PROFESSOR OF LAW - FORMER 0.00 X 150427 0 0 1662563 0 183971 10 1 1 0 YAMAMOTO 219 2ND ST N STE 200 MINNEAPOLIS MN 55401 WEB DESIGN & STRATEGY 224339 ROYALL & COMPANY 1920 E PARHAM RD RICHMOND VA 23228 DIRECT MARKETING 210241 JACKIE ANDERSON W7153 135TH AVE BAY CITY WI 54723 DIRECT MARKETING & FUNDRAISING 153870 MEDIA BROKERS INTERNATIONAL 555 NORTH POINT CENTER STE 700 ALPHARETTA GA 30022 ADVERTISING PLACEMENT 140651 WEST GROUP 610 OPPERMAN DRIVE EAGAN MN 55123 LIBRARY MATERIALS SUPPLIER 139816 10 8310 462488 5833281 172556 6304079 TUITION REVENUE 900099 30107563 30107563 PUBLIC HEALTH LAW CENTER INC - CO 611710 500784 500784 EDUCATIONAL ACTIVITIES 611710 383094 383094 AUX. & SUPP. SERVICES 611710 96604 96604 31088045 297801 297801 15107 15107 35496 49595 -14099 -14099 -14099 2317 -2317 -2317 -2317 21350 8310 25239 -3889 -3889 MISCELLANEOUS INCOME 900099 57853 57853 57853 37742580 31161005 -14099 291595 25000 25000 16820375 16820375 507312 7098 485236 14978 10769541 7941060 2392656 435825 414291 290344 106754 17193 1453942 1059641 296835 97466 940501 680707 220319 39475 208717 26571 182146 107759 107759 161727 161727 743117 541772 128176 73169 473642 77989 395142 511 751779 465815 206392 79572 589038 208088 347680 33270 368503 2451431 -2130958 48030 362719 327259 18575 16885 315053 229215 85838 469940 461790 -61 8211 1502619 1754133 -269542 18028 289684 289684 OTHER EXPENSES 540656 71465 463625 5566 MHSL COMBINATION EXPENS 411408 411408 DUES & MEMBERSHIPS 124931 57959 65321 1651 PROFESSIONAL DEVELOPMEN 68658 50122 17232 1304 42420 42420 38463332 33547834 4024364 891134 X 4168077 2647026 3834565 3231333 519800 669015 3084545 3205798 15878 14832 305714 369172 48301718 31531889 17575523 16769829 28337026 32285161 1790236 0 1515246 1303563 61146610 60495729 3934846 3696132 505264 907395 9789099 9459614 7046355 8615073 21275564 22678214 X 18259901 12995541 5589117 5120013 16022028 19701961 39871046 37817515 61146610 60495729 X -720752 -726008 -606771 X X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3 2248 24670 2988515 1 1 27460166 4074394 590415 1169316 75662 30879997 29707798 584546 469710 1705829 1596059 27460166 26092383 1101715 3705957 609100 583157 29707798 24135625 494105 2148150 421292 264205 26092383 24156466 720056 -308396 345098 87403 24135625 0.30000 0.65840 0.04160 1 0 281700 281700 28055379 14818888 13236491 7735190 6806026 929164 12229449 9906975 2322474 16769829 ANNUITIES PAYABLE 383722 INTEREST RATE EXCHANGE LIABILITY 2520758 CONDITIONAL ASSET RETIREMENT RESERVE-FIN 47 647384 GOVERNMENT GRANT REFUNDABLE 3590276 DUE TO PUBLIC HEALTH LAW CENTER, INC. 1316864 DUE TO CILE 156069 8615073 X 23697084 -726008 17297 4148501 3439790 20257294 161727 17323559 17485286 37742580 25602936 17297 4623792 4641089 20961847 161727 17339758 17501485 38463332 PART V, LINE 4: THE INTENDED USES OF THE ENDOWMENT FUNDS ARE TO PROVIDE SCHOLARSHIPS, FUND ENDOWED FACULTY CHAIRS AND TO PROVIDE FUNDING FOR PROGRAMS AND FACILITIES AT THE SCHOOL. PART X, LINE 2: MHSL, PHLC AND SBA QUALIFY AS TAX-EXEMPT NOT-FOR-PROFIT ORGANIZATIONS OTHER THAN PRIVATE FOUNDATIONS UNDER SECTION 501(C)(3) OR (4) OF THE INTERNAL REVENUE CODE AND SIMILAR STATUTES OF MINNESOTA LAW. MHSL AND ITS AFFILIATES FILE INCOME TAX RETURNS IN THE U.S. FEDERAL JURISDICTION AND IN THE STATE OF MINNESOTA. WHEN TAX RETURNS ARE FILED, IT IS HIGHLY CERTAIN THAT SOME POSITIONS TAKEN WOULD BE SUSTAINED UPON EXAMINATION BY THE TAXING AUTHORITIES, WHILE OTHERS MAY BE SUBJECT TO UNCERTAINTY ABOUT THE MERITS OF THE POSITION TAKEN OR THE AMOUNT OF TAX LIABILITY THAT MIGHT ULTIMATELY BE ASSESSED. SIGNIFICANT TAX POSITIONS TAKEN BY THE SCHOOL INCLUDE MAINTENANCE OF TAX-EXEMPT STATUS AND ACCURATE DETERMINATION AND REPORTING OF UNRELATED BUSINESS INCOME SUBJECT TO TAXATION. AS OF JUNE 30, 2016, AND FOR THE YEAR THEN ENDED, THERE ARE NO MATERIAL UNRECOGNIZED/DERECOGNIZED TAX BENEFITS OR TAX PENALTIES OR INTEREST. WITH FEW EXCEPTIONS, THE COLLEGE IS NO LONGER SUBJECT TO U.S. FEDERAL OR STATE INCOME TAX EXAMINATIONS BY AUTHORITIES FOR YEARS BEFORE FISCAL YEAR 2012. PART XI, LINE 2D - OTHER ADJUSTMENTS: PUBLIC HEALTH LAW CENTER REVENUE 4,581,714. STUDENT BAR ASSOCIATION REVENUE 98,724. DIRECT FUNDRAISING EXPENSES 25,239. DIRECT RENTAL EXPENSES 49,595. CHANGE IN VALUE OF DERIVATIVE FINANCIAL INSTRUMENT -516,689. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -90,082. PART XI, LINE 4B - OTHER ADJUSTMENTS: STUDENT BAR ASSOCIATION SCHOLARSHIPS 2,400. WILLIAM MITCHELL SCHOOL OF LAW SCHOLARSHIPS 16,820,375. PUBLIC HEALTH LAW CENTER - INTERCOMPANY PAYMENT 500,784. PART XII, LINE 2D - OTHER ADJUSTMENTS: PUBLIC HEALTH LAW CENTER EXPENSES 4,481,551. DIRECT FUNDRAISING EXPENSES 25,239. DIRECT RENTAL EXPENSES 49,595. STUDENT BAR ASSOCIATION EXPENSES 67,407. PART XII, LINE 4B - OTHER ADJUSTMENTS: WILLIAM MITCHELL SCHOOL OF LAW SCHOLARSHIPS 16,820,375. PUBLIC HEALTH LAW CENTER - INTERCOMPANY PAYMENT 519,383. 1 1 1 1 1 1 1 0 0 0 1 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE NON DISCRIMINATORY POLICY IS PUBLICLY COMMUNICATED VIA OUR WEBSITE IN THE ADMISSIONS SECTION, THE STUDENT HANDBOOK AND OUR BROCHURES ADDRESSING ADMISSION TO THE SCHOOL. SCHEDULE E, PART I, LINE 5 WE BELIEVE THAT IN ORDER TO MAXIMIZE THE QUALITY OF THE LEARNING EXPERIENCE IT IS IMPORTANT TO CREATE A DIVERSE STUDENT BODY. LIKEWISE, AN EFFECTIVE LEGAL PROFESSION MUST REFLECT THE DIVERSITY OF MODERN SOCIETY. TO THAT END, OUR SCHOLARSHIP POLICY TAKES INTO ACCOUNT MANY FACTORS, INCLUDING MERIT (AS DEMONSTRATED BY LSAT SCORES AND UNDERGRADUATE GPA), SOCIO-ECONOMIC BACKGROUND, CULTURE, RACE, CAREER PLANS UPON GRADUATION, AND OTHER FACTORS SUGGESTING THAT A STUDENT WILL BOTH BENEFIT HIS OR HER FELLOW STUDENTS AND THE LEGAL PROFESSION. SCHEDULE E, PART I, LINE 6 MITCHELL HAMLINE SCHOOL OF LAW RECEIVES FEDERAL WORK STUDY FUNDING AND IS A PARTICIPANT IN GRADUATE LEVEL FEDERAL COLLEGE LOAN PROGRAMS. EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES - EDUCATIONAL CURRICULUM SPECIFIC TYPES OF SERVICES IN REGION: AS A MEMBER OF THE CONSORTIUM FOR INNOVATIVE LEGAL EDUCATION, INC. (CILE) THE SCHOOL PROVIDES COURSES AND CURRICULUM IN LONDON FOR LAW STUDENTS TO OBTAIN AN INTERNATIONAL PERSPECTIVE IN THE APPLICATION OF THE LAW. THREE OTHER SCHOOLS ARE ALSO EQUAL MEMBERS OF CILE AND THEY ALSO PROVIDE INTERNATIONAL COURSES IN OTHER PARTS OF THE WORLD. THE COURSE REVENUE AND EXPENSES ARE INCURRED BY CILE AND ALLOW THESE INDEPENDENT LAW SCHOOLS THE OPPORTUNITY TO PROVIDE BROADER EXPERIENCES TO THEIR STUDENTS THAN ANY ONE SCHOOL COULD PROVIDE. 112803 MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES - EDUCATIONAL CURRICULUM STUDENT PROGRAMS 12450 0 0 0 0 0 0 125253 0 125253 0 0 0 0 0 0 PART I, LINE 2: NO GRANTS ARE MADE OUTSIDE OF THE UNITED STATES. PART I, LINE 3: THE SCHOOL TRACKS THE COURSE REVENUE AND EXPENSES AND PROVIDES AN ACCOUNTING TO CILE AT THE END OF EACH PROGRAM. ANY EXCESS REVENUE OVER EXPENSES IS PAID TO CILE AND ANY EXCESS EXPENSES OVER REVENUE ARE REIMBURSED BY CILE TO THE SCHOOL. X X X X X X X 1 JACKIE ANDERSON W7153 135TH AVENUE BAY CITY WI 54723 DIRECT MAIL, EMAIL AND TELEMARKETING CONSULTING SERVICES 0 416267 37950 378317 ARIA COMMUNICATIONS 717 W GERMAIN ST ST CLOUD MN 56301 TELEMARKETING SERVICES 0 46050 16299 29751 462317 54249 408068 AL AK AZ AR CA CO CT DC DE FL GA ID IL IN IA HI KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VA VT WA WV WI WY GOLF TOURNAMENT 29660 8310 21350 24707 532 29660 8310 21350 24707 532 25239 -3889 1 LOAN REPAYMENT ASSISTANCE PROGRAM OF MINNESOTA INC 600 NICOLLET MALL MINNEAPOLIS MN 55402 411694745 501(C)(3) 25000 ASSIST WITH THEIR MISSION OF REDUCING STUDENT LOANS FOR ATTORNEYS WHO GO INTO PUBLIC SERVICE. 1 TUITION SCHOLARSHIP 967 16820375 PART I, LINE 2: WE BELIEVE THAT IN ORDER TO MAXIMIZE THE QUALITY OF THE LEARNING EXPERIENCE IT IS IMPORTANT TO CREATE A DIVERSE STUDENT BODY. LIKEWISE, AN EFFECTIVE LEGAL PROFESSION MUST REFLECT THE DIVERSITY OF MODERN SOCIETY. TO THAT END, OUR SCHOLARSHIP POLICY TAKES INTO ACCOUNT MANY FACTORS, INCLUDING MERIT (AS DEMONSTRATED BY LSAT SCORES AND UNDERGRADUATE GPA), SOCIO-ECONOMIC BACKGROUND, CULTURE, RACE, CAREER PLANS UPON GRADUATION, AND OTHER FACTORS SUGGESTING THAT A STUDENT WILL BOTH BENEFIT HIS OR HER FELLOW STUDENTS AND THE LEGAL PROFESSION. STUDENT GRADES ARE MONITORED TO ENSURE COMPLIANCE WITH SCHOLARSHIP REQUIREMENTS. X X X 1 0 0 0 0 0 0 0 0 KATHLEEN M PANCIERA VP FINANCE 161723 0 0 0 731 0 7902 0 484 0 170840 0 0 0 JOHN O SONSTENG PROFESSOR OF LAW 169301 0 0 0 2213 0 7481 0 30318 0 209313 0 0 0 MICHAEL STEENSON PROFESSOR OF LAW 163812 0 0 0 2270 0 7752 0 14588 0 188422 0 0 0 LINDA K BERG VP INSTITUTIONAL ADVANCEMENT 161402 0 0 0 731 0 8255 0 14618 0 185006 0 0 0 GREGORY DUHL PROFESSOR OF LAW 152529 0 0 0 120 0 6098 0 2866 0 161613 0 0 0 KENNETH PORT PROFESSOR OF LAW 146528 0 0 0 0 0 7602 0 23893 0 178023 0 0 0 ERIC S JANUS PRESIDENT/DEAN - FORMER 271342 0 0 0 1407 0 13285 0 14946 0 300980 0 0 0 JAY ERSTLING PROFESSOR OF LAW - FORMER 149487 0 0 0 0 0 3839 0 13676 0 167002 0 0 0 PETER C ERLINDER PROFESSOR OF LAW - FORMER 150427 0 0 0 0 0 0 0 0 0 150427 0 0 0 PART I, LINE 4A JAY ERSTLING RECEIVED A SEVERANCE PAYMENT DURING THE YEAR THROUGH A VOLUNTARY SEPARATION AGREEMENT. TOTAL AMOUNT OF THE PAYMENTS WAS $74,403. A MINNESOTA HIGHER EDUCATION FACILITIES AUTHORITY 410988525 NONEAVAIL 2013-05-30 10800000 REFUND 10/02/03 BOND ISSUE AND BORROW UP TO 130,000 FOR ISSUANCE COST 0 0 0 A 1038000 10800000 130000 10670000 2013 1 0 1 1 A 0 0 1 0 0 0.01100 0.01100 0 0 1 A 0 1 0 0 1 1 US BANK 28.300000000000 0 0 0 0 0 A 0 X 8 172556 FAIR MARKET VALUE 0 0 1 1 PART I, COLUMN (B): NUMBER OF DONORS PART I, LINE 32B: MITCHELL HAMLINE SCHOOL OF LAW USES AN OUTSIDE BROKERAGE SERVICE TO TAKE CUSTODY OF AND IMMEDIATELY SELL ANY GIFTS OF SECURITIES DONATED TO THE SCHOOL. FORM 990, PART III, LINE 2 THE INSTITUTES FOR DISPUTE RESOLUTION AND HEALTH LAW BECAME PART OF THE SCHOOL EFFECTIVE DECEMBER 8, 2015. THE DISPUTE RESOLUTION INSTITUTE OFFERS RIGOROUS ACADEMIC DISCOURSE, HANDS-ON SIMULATION EXPERIENCE AND CROSS-DISCIPLINARY EXAMINATION OF CONFLICT THEORY, ADVOCACY AND PROBLEM SOLIVING IN DOMESTIC AND STUDY ABROAD COURSES FOR STUDENTS. THE HEALTH LAW INSTITUTE OFFERS SPECIALIZED COURSES TO BRIDGE THE GAP BETWEEN HEALTH LAW SCHOLARSHIP AND POLICY. IT IS A HUB FOR THE HEALTH LAW COMMUNITY PROVIDING PROGRAMS, TRAINING AND EDUCATIONAL OPPORTUNITIES, EVENTS AND SYMPOSIA FOR LAW STUDENTS, ATTORNEYS, HEALTH CARE PRACTIONERS, AND BUSINESS PROFESSIONALS. FORM 990, PART VI, SECTION A, LINE 2 TRUSTEES MARTIN LUECK AND ERIC J MAGNUSON HAVE A BUSINESS RELATIONSHIP. TRUSTEES STEVEN J. KIRSCH AND HONORABLE HELEN M MEYER HAVE A BUSINESS RELATIONSHIP. LINDA N. HANSON IS PRESIDENT, EMERITA AND FAYNEESE MILLER IS PRESIDENT OF HAMLINE UNIVERSITY. FORM 990, PART VI, SECTION A, LINE 4 IN DECEMBER 2015, WILLIAM MITCHELL COLLEGE OF LAW (WMCL) AND HAMLINE UNIVERSITY SCHOOL OF LAW (HUSL) COMBINED TO FORM MITCHELL HAMLINE SCHOOL OF LAW (MHSL). THE CORPORATE ENTITY THAT WAS WMCL REMAINED IN PLACE, CHANGING ITS NAME TO MHSL. MHSL IS A FULLY INDEPENDENT, AUTONOMOUS INSTITUTION, GOVERNED BY AN INDEPENDENT BOARD OF TRUSTEES AND LOCATED ON THE FORMER WMCL CAMPUS IN ST. PAUL, MINNESOTA. THE ARTICLES OF INCORPORATION AND BY LAWS WERE UPDATED TO REFLECT THIS NAME CHANGE. FORM 990, PART VI, SECTION A, LINE 7B FOR THE FIRST FIVE YEARS FOLLOWING THE COMINATION, THE HAMLINE UNIVERSITY BOARD OF TRUSTEES WILL HAVE THE RIGHT TO NOMINATE ONE-THIRD OF THE MHSL BOARD OF TRUSTEES, AND THE PRESIDENT OF HAMLINE UNIVERSITY WILL BE AN EX-OFFICIO MEMBER OF THE MHSL BOARD. IN ADDITION, THERE ARE A LIMITED NUMBER OF "CONSEQUENTIAL MATTERS" SUCH AS DISSOLUTIONS, BANKRUPTCY OR NAME CHANGE THAT WOULD REQUIRE APPROVAL OF THE HAMLINE UNIVERSITY BOARD, NONE OF WHICH INVOLVES THE DESIGN OR OPERATION OF THE LEGAL EDUCATION PROGRAM AT MHSL. FORM 990, PART VI, SECTION B, LINE 11 THE COMPLIANCE COMMITTEE OF THE BOARD IS AUTHORIZED BY THE BOARD OF TRUSTEES TO REVIEW THE TAX RETURN WITH MANAGEMENT. AN ADVANCE COPY OF THE THE RETURN IS DISTRIBUTED TO THE MEMBERS OF THE COMMITTEE A WEEK BEFORE THE MEETING PRECEDING THE FILING OF THE RETURN. THE COMMITTEE REVIEWS AND ACCEPTS THE RETURN AND A COPY OF THE FINAL VERSION OF THE RETURN IS THEN DISTRIBUTED TO EACH MEMBER OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS COMPLETE AN ANNUAL CONFLICT OF INTEREST. AND, AT EACH BOARD MEETING, ANY BOARD MEMBERS WITH CONFLICTS OF INTEREST ARE ASKED TO RECUSE THEMSELVES FROM ANY RELATED MOTION OR VOTE. FORM 990, PART VI, SECTION B, LINE 15A THE HUMAN RESOURCE (HR) OFFICE GATHERS COMPARABILITY DATA FROM OUTSIDE INDEPENDENT SOURCES AND PROVIDES THIS INFORMATION TO THE BOARD, WHICH ALLOWS THEM TO SET COMPENSATION IN LINE WITH MARKET DATA FOR THE PRESIDENT AND DEAN AND GUIDELINES FOR COMPENSATION FOR THE REST OF THE SCHOOL. COMPENSATION FOR OTHER EMPLOYEES IS SET BY THE PRESIDENT AND DEAN IN CONSULTATION WITH HR USING COMPARABILITY DATA PROVIDED BY OUTSIDE CONSULTANTS AND PERFORMANCE REVIEWS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE NOT NORMALLY AVAILABLE FROM THE SCHOOL. WWW.GUIDESTAR.ORG, AN UNRELATED ORGANIZATION PROVIDES A SUBSCRIPTION SERVICE THAT IT POPULATES WITH NONPROFIT DOCUMENTS THAT IT OBTAINS FROM THE INTERNAL REVENUE SERVICE. MITCHELL HAMLINE INFORMATION IS AVAILABLE THROUGH THIS SERVICE. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -90,082. CHANGE IN VALUE OF DERIVATIVE FINANCIAL INSTRUMENT -516,689. FORM 990, PART XII, LINE 2C NEITHER THE COMMITTEE RESPONSIBLE FOR AUDIT OVERSIGHT HAS CHANGED NOR HAS THE PROCESS IN THE PAST YEAR. PUBLIC HEALTH LAW CENTER INC 875 SUMMIT AVENUE ST PAUL MN 55105 411896367 CONDUCTS RESEARCH, LEGAL TECHNICAL ASSISTANCE AND EDUCATION ON PUBLIC HEALTH MN 501(C)3 11A MITCHELL HAMLINE SCHOOL OF LAW 1 STUDENT BAR ASSOCIATION OF WILLIAM MITCHELL COLLEGE OF LAW 875 SUMMIT AVENUE ST PAUL MN 55105 237163182 PROMOTES UNDERSTANDING BETWEEN STUDENTS, FACULTY AND ENHANCES NETWORKING MN 501(C)4 MITCHELL HAMLINE SCHOOL OF LAW 1 CONSORTIUM FOR INNOVATIVE LEGAL EDUCATION INC 1303 SAN JACINTO HOUSTON TX 77002 411884496 PROVIDES EXPANDED EDUCATIONAL PROGRAMS ON A NATIONAL AND INTERNATIONAL BASIS MN 501(C)3 11B N/A 0 CHARITABLE REMAINDER ANNUITY TRUST (2) CHARITABLE TRUST MN N/A T 0 1 0 0 1 1 0 0 0 0 0 0 1 0 1 1 1 1 0 0 PUBLIC HEALTH LAW CENTER INC A 63154 FAIR MARKET VALUE PUBLIC HEALTH LAW CENTER INC E 1316864 FAIR MARKET VALUE STUDENT BAR ASSOCIATION OF WILLIAM MITCHELL COLLEGE OF LAW D 59684 FAIR MARKET VALUE CONSORTIUM FOR INNOVATIVE LEGAL EDUCATION P 83487 CASH PUBLIC HEALTH LAW CENTER INC Q 500784 CASH