2015-05-13T13:06:14-07:00 2014-06-30 990 2013-07-01 410693970 University of St Thomas UNIV 6519625000 2115 Summit Avenue St Paul MN 55105 Mark Vangsgard Treasurer 2015-05-13 2013 2016-02-25 16:41:14Z 530052230 false false X www.stthomas.edu X 1885 MN 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 bachelors degrees in over 85 major fields of study and more than 45 graduate degree programs including masters, education specialist, juris doctor and doctorates.Mission: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.Vision:We seek to be a recognized leader in Catholic higher education that excels in effective teaching, active learning, scholarly research and responsible engagement with the local community as well as with the national and global communities in which we live. 48 40 6144 3236 1612892 917289 50757008 26967699 285874941 294871070 20894648 24730477 16603285 16086370 374129882 362655616 95004082 97706665 0 153624834 165828313 163563 171590 7429783 79974822 81343001 328767301 345049569 45362581 17606047 1128964464 1185063843 324270296 317386647 804694168 867677196 X 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 bachelors degrees in over 85 major fields of study and more than 45 graduate degree programs including masters, education specialist, juris doctor and doctorates.Mission: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.Vision:We seek to be a recognized leader in Catholic higher education that excels in effective teaching, active learning, scholarly research and responsible engagement with the local community as well as with the national and global communities in which we live. false false 221295360 97706667 277808581 Instruction & Research: During the year, 10,221 students were enrolled at the University of St. Thomas pursuing undergraduate, graduate, law and doctoral degrees. 33286812 23131687 Auxiliary Enterprises: Provided services to the university community, including food services, housing, bookstores, conference services and day care services. 30742813 3584558 Student Services: Services provided to students including Enrollment Services, Dean of Students, Registrar, Athletics, Career Development, Personal Counseling, International Student Services, Student Clubs and organizations, and Student Health Services. 20444262 1154369 305769247 true true false true false false false true true true true true false false true false true false true true true true true true true false false true true true true false true false false false false true false false false true true false false false false false false false false true 689 0 true 6144 true true true IT false false false true true false 0 false false false false false false false false false false X 48 40 true false false false false false false true true false false true true true true true true true false false X X Gary Thyen 6519626107 AQU219 2115 Summit Ave St Paul MN 551051078 James Gearen Trustee 1.00 0.00 X 0 0 0 Ronald Fowler Trustee 1.00 0.00 X 0 0 0 The Most Rev Lee Piche Trustee 1.00 0.00 X 0 0 0 Alvin E McQuinn Trustee 1.00 0.00 X 0 0 0 Ann Winblad Trustee 1.00 0.00 X 0 0 0 Rev Kevin McDonough Vice Chairman 1.00 0.00 X 0 0 0 Lee Anderson Trustee 1.00 0.00 X 0 0 0 Mr Geoff Gage Trustee 1.00 0.00 X 0 0 0 Rodney P Burwell Trustee 1.00 0.00 X 0 0 0 Michael V Ciresi Trustee 1.00 0.00 X 0 0 0 Burton Cohen Trustee 1.00 0.00 X 0 0 0 Gail Dorn Trustee 1.00 0.00 X 0 0 0 Dr George Buckley Trustee 1.00 0.00 X 0 0 0 Rev Edward Malloy CSC Trustee 1.00 0.00 X 0 0 0 Mary Marso Trustee 1.00 0.00 X 0 0 0 Harry G McNeely Jr Trustee 1.00 0.00 X 0 0 0 John M Morrison Trustee 1.00 0.00 X 0 0 0 The Honorable Diana E Murphy Trustee 1.00 0.00 X 0 0 0 Michael E Dougherty Trustee 1.00 0.00 X 0 0 0 Patrick Ryan Trustee 1.00 0.00 X 0 0 0 Maureen A Fay OP Trustee 1.00 0.00 X 0 0 0 Eugene U Frey Trustee 1.00 0.00 X 0 0 0 Antoine M Garibaldi Trustee 1.00 0.00 X 0 0 0 Raymond L Barton Trustee 1.00 0.00 X 0 0 0 Daniel J Haggerty Trustee 1.00 0.00 X 0 0 0 Stephen Hemsley Trustee 1.00 0.00 X 0 0 0 Kathleen J Higgins Victor Trustee 1.00 0.00 X 0 0 0 Stanley S Hubbard Trustee 1.00 0.00 X 0 0 0 Ms Amy Goldman Trustee 1.00 0.00 X 0 0 0 Stepehn P Nachtsheim Trustee 1.00 0.00 X 0 0 0 John F O'Shaughnessy Jr Trustee 1.00 0.00 X 0 0 0 Timothy P Flynn Trustee 1.00 0.00 X 0 0 0 Honorable Marianne Short Trustee 1.00 0.00 X 0 0 0 Ronald Peltier Trustee 1.00 0.00 X 0 0 0 Richard M Schulze Trustee 1.00 0.00 X 0 0 0 Mark Zesbaugh Trustee 1.00 0.00 X 0 0 0 Robert J Ulrich Trustee 1.00 0.00 X 0 0 0 Frank B Wilderson Trustee 1.00 0.00 X 0 0 0 The Most Rev Harry Flynn DD Chairman 15.00 0.00 X 42385 0 3253 Rev John Malone Trustee 40.00 0.00 X 46370 0 52431 Father Dennis Dease Trustee 40.00 0.00 X 243270 0 43555 John Allen Trustee 1.00 0.00 X 0 0 0 Andrew Duff Trustee 1.00 0.00 X 0 0 0 Mark Gregg Trustee 1.00 0.00 X 0 0 0 Thomas Madison Trustee 1.00 0.00 X 0 0 0 William Reiling Trustee 1.00 0.00 X 0 0 0 Sara Gross Methner Secretary 40.00 0.00 X 225677 0 40575 Mark Vangsgard Treasurer 40.00 0.00 X 254335 0 41477 Susan Alexander Secretary 40.00 0.00 X 159906 0 22932 Julie Sullivan President 40.00 0.00 X 349333 0 3828 Mark Dienhart Chief Administrative Officer 0.00 0.00 X 808333 0 27963 Susan Huber Chief Academic Officer 0.00 0.00 X 304091 0 24969 Christopher Puto Dean Opus Col Bus 40.00 0.00 X 373384 0 31082 Ritch Sorenson Professor 40.00 0.00 X 238110 0 31916 Michael Paulsen Law Professor 40.00 0.00 X 324380 0 44089 David Deeds Chair of Entrepene 40.00 0.00 X 256325 0 87748 Robert Vischer Dean School of Law 40.00 0.00 X 251481 0 46137 3877380 501955 12 false true false Opus Holding LLC 10350 Bren Rd W Minnetonka MN 55343 Construction 1706287 Peterson Companies Inc 8326 Wyoming Trail Chisago City MN 55103 Construction 1341539 Metropolitan Mechanical Contractors 7340 Washington Ave S Eden Prairie MN 55344 Construction 570639 HickoryTech Corporation 221 E Hickory Street PO Box 3248 Mankato MN 56002 Construction 954618 Fieldturf USA Inc 5211 Mitchell Bridge Road Dalton GA 30721 Construction 644687 45 42870 2869395 24055434 655382 26967699 Housing 721310 17143570 16985592 157978 Seminars & Workshops 611600 4890017 4890017 Tuition and Fees 611600 272837483 272837483 294871070 5761509 708372 5053137 358558 358558 173335 173335 0 176709008 2774 158101279 93 18607729 2681 18610410 152200 18458210 56483 42870 56789 -306 -306 0 16638093 9238453 7399640 4796593 17158 2585889 All other income 4476416 4193388 283028 Parking Revenue 812930 1483979 1483979 Student Health Insurance 1317904 1317904 1235402 658218 577184 8513701 362655616 305679195 1612892 28395830 621956 621956 96718057 96718057 366652 366652 0 2065796 2065796 0 130117191 111511611 13980550 4625030 9232335 7764840 1105145 362350 15698054 12902292 2115148 680614 8714937 7330951 1076281 307705 24714 22210 2414 90 702111 30949 665290 5872 144569 25608 118401 560 45400 45400 171590 171590 2392067 1120176 1270863 1028 4608163 3565429 984972 57762 1538252 1234310 290134 13808 6819987 4458632 2142693 218662 4075615 3205802 844961 24852 0 25329211 24473059 788901 67251 5263554 4708649 403070 151835 0 1787434 1465598 232247 89589 158047 90373 65101 2573 0 18220071 15906162 2186094 127815 1792313 1403365 388811 137 Other Expenses 3966453 3113119 504886 348448 Electronic Library 1996329 1996329 Memberships 1010557 505416 497232 7909 Other Equipment & Supplies 836696 736052 19696 80948 631458 491650 56453 83355 345049569 305769247 31850539 7429783 2516416 427273 0 148983200 150269530 9259155 10132808 0 0 6053772 6315096 2153420 1988839 1870185 2587855 670378781 233836926 443168452 436541855 336848824 372759590 170480929 195603419 2751848 3092432 0 4878263 5345146 1128964464 1185063843 20543325 29205092 6449915 7482410 254525000 241375000 5007138 3308719 37744918 36015426 324270296 317386647 X 379216913 400615030 151663152 176297431 273814103 290764735 804694168 867677196 1128964464 1185063843 X 17606047 45364083 12898 X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false true false false false false true 227836 false false 227836 false false Part II-B, Line 1i - Other Activities Description During the fiscal year 2014, the University of St. Thomas retained the services of North State Advisers and Associates of Minneapolis to represent the university's interests with the city of Minneapolis. The university paid North State Advisors $18,000 in fiscal year 2014.The university retained the services of Lockridge Grindal Nauen to represent the university's interests in Washington, D.C. The university paid Lockridge Grindal Nauen $32,400 in fiscal year 2014.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. University of St. Thomas paid membership dues to MPCC in the amount of $247,989.MPCC has divided its expenses for its taxable year ending June 30, 2014, 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 activites.MPCC has determined that the amount of the Group 2 expenses represents 71.55% 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, $177,436 of University of St. Thomas' dues were used to pay Group 2 expenses. The amount of lobbying expenses paid from University of St. Thomas' dues was significantly less than that amount. 43187 6467899 X X X X X Used in Publication true false true X 440994846 11108133 57221183 3675547 10148683 495499932 407097217 13447228 37069717 3737826 12881490 440994846 408467546 18748868 -6506226 2955040 10657931 407097217 346794132 12643555 63115544 3468439 10617246 408467546 320495119 6818672 32743127 3483294 9779492 346794132 0.19220 0.80780 false false false 37584690 37584690 491882563 127460321 364422242 9806664 5512295 4294369 69367245 54331093 15036152 61737619 46533217 15204402 436541855 6576000 F 195603419 Annuity Obligations 6653531 Asset Retire Obligations 3729975 Deferred Tax Liability 2560206 Interest Rate Swap MTM 2302383 Other Liabilities 15791069 Pledge Payable 667564 Student Loan Advances 4310698 36015426 320704586 45364083 423854 -97034209 -51246272 371950858 -9295242 -9295242 362655616 257721558 423854 9282344 9706198 248015360 97034209 97034209 345049569 Part III, Line 4: Description of organization's collections and how it furthers its purpose. 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 Campus 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, the Gainey Center in Owatonna, 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. Others play a direct role in worship and meditation. Part IV, Line 2b: Explanation of escrow account liability The University of St. Thomas administers the investments owned by other non-profit organizations. Those organizations delegate the authority to direct the investment of their investment funds to the University. These investment funds are invested by the University along with University's investment funds, based on the advice received from the University's third party investment advisors and Investment Committee of the Board. The University does not provide any independent investment advice. The other organizations agree to accept the advice from the University's investment advisor and do not have the right to self direct the investment of their investment funds. The other organization's investment funds are commingled with and invested as a part of the University's investment funds, in the same investment vehicles and allocation percentages, as the University's investment funds. Part V, Line 4: Intended uses of the endowment fund. The University's endowment is used for student financial aid, instruction and other related activities, and educational and general operations. Part XII, Line 2d: Other expenses and losses per audited F/S Special Events Expenses $56789 Cost of Goods Sold $9238453 Net unrealized loss on Interest Exchange $-343661 Deferred Tax Expense $330763 Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S Student Aid Reclass $97034209 true true true true true true true false false false false false false false false true false true Schedule E, Line 6 - Explanation of Aid or Assistance from Governmental Agency The University of St. Thomas receives primarily Title IV Funding from the Department of Education (i.e., Pell, Perkins, Workstudy and SEOG). Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized Ads in local papers and broadcast media Schedule E, Line 4 - Explanation of Records and Materials Not Maintained Schedule E, Line 5 - Explanation of Organization Discrimination by Race true Ctrl. Am. & Caribb. 0 0 Investments 105882325 Europe 0 0 Investments 8821637 Europe 0 0 Program services Intl Stud-Win/Sem 107951 East Asia 0 0 Program Services Intl Stud-Win/Sem 17145 Europe 1 7 Program Services Bernardi Campus 552815 East Asia 0 0 Program Services Grad Study Abroad Aid 6741 Europe 0 0 Program Services Intl Studies-Sem/Sum 3657 South Asia 0 0 Program Services Grad Study Abroad Aid 15572 Europe 0 0 Program Services Grant Work 15330 South America 0 0 Program Services Vision Trip 86 Ctrl. Am. & Caribb. 0 0 Program Services Vision Trip 28486 East Asia 0 0 Program Services Executive-MBA 26895 South Asia 0 0 Program Services Vision Trip 10065 Europe 0 0 Program Services Study Abroad 236643 Sub-Saharan Africa 0 0 Program services Grant Work 50500 East Asia 0 0 Program services Study Abroad Aid 84497 South America 0 0 Program Services Grant Work 93 Sub-Saharan Africa 0 0 Program Services Study Abroad Aid 750 Sub-Saharan Africa 0 0 Program Services Intl Studies-Sem/Sum 18755 Middle East & N Africa 0 0 Program Services Courses Abroad 95955 Europe 0 0 Program Services Courses Abroad 167049 North America 0 0 Investments 11417788 Russia and Neigh. Count. 0 0 Program Services Conf. and Symp. 133403 Europe 0 0 Program Services Recruitment 23945 South Asia 0 0 Program Services Recruitment 1138 East Asia 0 0 Program Services Recruitment 3420 Middle East 0 0 Program Services Recruitment 955 Ctrl. Am. & Caribb. 0 0 Program Services Recruitment 301 South America 0 0 Program Services Recruitment 51 1 7 1 7 115860438 11863510 127723948 Sub-Saharan Afr Grant 50500 Wire Transf 1 Externally Funded Student Aid East Asia & Pacific 3 12600 Disb stdt accts Externally Funded Student Aid Europe 16 24598 Disb stdt accts Institutional Student Aid East Asia & Pacific 11 71897 Disb stdt accts Institutional Student Aid Europe 40 212046 Disb stdt accts Institutional Student Aid Sub-Saharan Africa 1 750 Disb Stdt Accts true false false true true false Part I, Line 2 - Grantmakers Explanation For Monitoring Use of Funds Outside US Student financial aid is processed under individual grant funds within our accounting system, and the student financial aid in 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 foreign organizations that are educational and/or charitable and the University is in contact with those organizations to ensure the grant funds are expended appropriately. X X X X X X X true Ruffalo CODY LL PO Box 3018 Cedar Rapi IA 52406 Solicitations false 375898 150400 225498 375898 150400 225498 AK AL AZ AR CA CO CT FL GA HI IL KS KY ME MD MA MI MN MS MO NH NJ NM NY NC ND OH OR OK PA RI SC TN UT VA WA WV WI Men's Basketball Golf Tournament 24697 15380 9317 8345 1696 Football Golf Tournament 17885 6750 11135 14674 3260 4 52836 20740 32096 24926 3888 95418 42870 52548 47945 8844 56789 -4241 true Center for Ethical Bus 100 LaSalle Avenue TMH331 Minneapolis MN 55403 411431488 501(c)(3) 198544 0 General support Friends of East Africa 2866 White Bear Ave Maplewood MN 55109 461673385 501(c)(3) 50000 0 General Support Loaves and Fishes 1121 Jackson St NE Ste 143 Minneapolis MN 55413 411421522 501(c)(3) 12188 0 General Support Macalester Groveland Community Council 320 S Griggs St St Paul MN 55105 411414691 501(c)(3) 10350 0 General Support Minnesota Justice Foundation 229 19th Ave S Minneapolis MN 55455 411447537 501(c)(3) 28940 0 Public Service Program Neighborhood House 179 Robie Street East St Paul MN 55107 410693916 501(c)(3) 7000 0 General Support Open Arms of MN 2500 Bloomington Ave S Minneapolis MN 55404 411681317 501(c)(3) 7000 0 General Support Sacred Heart Church 840 6th Street East St Paul MN 55106 410847107 501(c)(3) 250000 0 Repair/Restoration Store to Door 1935 County Rd B2 W Ste 250 Roseville MN 55113 411433859 501(c)(3) 7000 0 General Support Union Park District Council 1570 Concordia Ave Suite LL100 St Paul MN 55104 411434829 District 13 10350 0 General Support Youth Farm & Market Project 128 W 33rd St Minneapolis MN 55408 501(c)(3) 7000 0 General Support 10 1 Institutional Student Aid 8514 86571968 Institutional Tuition and Fee Exemptions 2278 5283195 Externally Funded Student Aid 1992 4682894 ELS Tuition Assistance 3 14310 Student Stipends 486 262703 Student Prizes & Awards 350 26025 Grantmaker's Description of How Grants are Used 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 in 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 grant funds are expended appropriately. X X X true true X X X false false false false false false false true false false Christopher Puto Dean Opus Col Bus 356970 16414 23500 7582 404466 David Deeds Chair of Entrepene 243079 13246 22433 65315 344073 Father Dennis Dease Trustee 207596 35674 13050 30505 286825 Julie Sullivan President 347947 1386 3828 353161 Mark Dienhart Chief Administrative Officer 790542 17791 15264 12699 836296 Mark Vangsgard Treasurer 231005 23330 22528 18949 295812 Michael Paulsen Law Professor 324380 23500 20589 368469 Ritch Sorenson Professor 214862 23248 22597 9319 270026 Robert Vischer Dean School of Law 233916 17565 23500 22637 297618 Sara Gross Methner Secretary 207866 17811 20895 19680 266252 Susan Alexander Secretary 149506 10400 15133 7799 182838 Susan Huber Chief Academic Officer 280680 23411 23500 1469 329060 Part I, Line 1a: Relevant information in regards to selections on 1a. Housing - Julie Sullivan - condition of employment and not treated as compensationClub Dues - Mark Dienhart - personal use treated as compensationPersonal Services - Julie Sullivan - event and cleaning services - not treated as compensation. Part I, Line 7: Non-Fixed payments not listed above Under the University of St. Thomas' accountable plan, employees are reimbursed for business expenses incurred while conducting business on behalf of the university. A MN Higher Ed Facilities Authority 410988525 2012-05-30 12300000 See Schedule O false false B MN Higher Ed Facilities Authority 410988525 60416HB78 2013-03-28 29327034 See Schedule O false false C MN Higher Ed Facilities Authority 410988525 60416HDR2 2004-08-19 30000000 See Schedule O true false D MN Higher Ed Facilities Authority 410988525 2012-05-30 15325000 See Schedule O false false A 12300000 12300000 true false true true B 1170000 29327035 209634 29105000 true false true true C 5030000 24970000 31299484 2170812 330667 28297996 false false true true D 15325000 15325000 true false true true A false false false false 0.00292 0.00292 false false true B false true false false 0.00770 0.00770 false false true C false false false false 0.01614 0.01614 false false true D false false false false false false true A false true false false false false B false true false false false false C true false false false false D false true false false false false A true B true C true D true Part VI A2 (CUSIP # 60416HGJ7)- Rebate calculation completed October 30, 2006B2 (CUSIP # 60416HNZ3)- Rebate calculation completed November 25, 2013C2 (CUSIP # 60416HPM0)- Rebate calculation completed April 1, 2014D2 (CUSIP # 60416HQH0)- Rebate calculation completed February 8, 2013 A MN Higher Ed Facilities Authority 410988525 60416HGJ7 2006-02-16 40076082 See Schedule O false false B MN Higher Ed Facilities Authority 410988525 60416HNZ3 2008-12-16 18158074 See Schedule O false false C MN Higher Ed Facilities Authority 410988525 60416HPM0 2009-06-17 58615252 See Schedule O false false D MN Higher Ed Facilities Authority 410988525 60416HQH0 2009-12-16 79577457 See Schedule O false false A 15545000 40763120 1789855 451800 37841798 false true true true B 2140000 18325118 1401791 466482 257451 16500617 false false true true C 4975000 59036541 4337541 3640128 732488 50285496 false false false true D 5115000 80287874 5382580 4750583 808609 68978700 false false false true A false false false false false false true B false false false false false false true C false false false false 0.02916 0.02916 false false true D false false false false 0.00446 0.00446 false false true A false true false false false false B false true false false false false C false true false false false false D false true false false false false A true B true C true D true A MN Higher Ed Facilities A 410988525 2014-03-14 24210000 Advd. refund issue dtd 8/19/04 false false A 24210000 136888 24073112 false true true true A 0.01614 0.01614 A false true false false false true A true Various Trustee/Empl family 215789 Scholarships Academic Schedule L, Part V Supplemental Information Schedule L, Part IIIIssuance of academic scholarships to family members of employees and trustees is determined on the same basis and criteria for all students at the university.Schedule L, Part IVAmounts paid to interested persons did not meet IRS reporting thresholds. X 4 43187 Replacemt Cost X 4493 Replacemt Cost X 35302 Replacemt Cost X 1 1200 Market Value X 41 259663 Market Value X 1 20132 Market Value X 4 1240 Replacemt Cost X Insurance Premi 6 3151 Replacemt Cost X Gift cert, tick 83 24804 Replacemt Cost X Constr. Materia 1 262210 Replacemt Cost 2 false true false Form 990, Part III, Line 4d: Other Program Services Description OTHER PROGRAM SERVICES 4: 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 2: Description of Business or Family Relationship of Officers, Directors, Et *Amy Goldman - Officer of GHR Foundation which has donated to UST. Board member of Opus Holdings LLC which provides services to UST.*Richard Schulze and David Deeds - Business relationship*Geoffrey Gage - Family's foundation has business relationship with UST.*Mary Marso - Officer of Jeane Thorne Inc. which provides services to UST.*Marianne Short - Sibling has served on UST Law School Board of Trustees.*Pat Ryan - Owner of Ryan Companies US, Inc which is a service vendor to UST.*Andrew Duff - Officer of Piper Jaffray Companies. Piper Jaffray Companies' subsidiary provides investment management services to UST.*Lee Anderson - Owner of APi Supply Inc. which has rented equipment to UST.*Mike Dougherty - Owner of Dougherty Financial Group LLC which has sold bonds for UST.*William Reiling and Mark Gregg - Business relationship*Pat Ryan and Lee Anderson - Business relationship*Pat Ryan and Stephen Hemsley - Business relationship*James Gearen and Richard Schulze - Business relationship*Ann Winblad and Richard Schulze - Business relationship*Ray Barton and Michael Dougherty - Family relationship*John Allen and Lee Anderson - Business relationship Form 990, Part VI, Line 11b: Form 990 Review Process A full draft copy of the Form 990 (excluding Schedule B) and Form 990-T are sent to all members of the Board of Trustees. An executive summary of the returns is also provided. The board members have approximately one week to review the return and email comments or questions. After taking into account the board questions and comments, the return is presented to the Audit / Finance Committee for approval. The full Board of Trustees delegated approval authority of the tax return to the Audit / Finance Committee. Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts 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 a 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 and reasonable and is in the best interest of the University. Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees The Executive Committee of the Board of Trustees discusses the President's compensation and benefits plan. Human Resources provides market data as requested. Base salary information is derived from the College & University Professional Association (CUPA) annual salary survey for President's of private and religious institutions. A portion of the President's package is determined by the Archdiocese as established in the annual memorandum on Priest pay and benefits published by the Archbishop the June of every year. The Executive Committee must approve any changes to the President's compensation package other than those dictated by the Archdiocese. The President's salary was reviewed in September 2008. Form 990, Part VI, Line 19: Other Organization Documents Publicly Available The University of St. Thomas does not make its governing documents, including the Articles of Incorporation and Bylaws, available to the public. The university's conflict of interest policy is on the university's web site and is accessible to the public. The university's financial statements are available by request and are also available on the university's web site. Other Changes In Net Assets Or Fund Balances - Other Increases Net Unrealized Loss on Interest Exchange = $343661 Other Changes In Net Assets Or Fund Balances - Other Decreases Tax Expense = -$330763 Form 990, Part VI, Line1 Governing Body The Executive Committee is comprised of all the Chairs of the various Board Committees, the President of the University of St. Thomas, and others elected by the Board Affairs Committee. 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. Sch E, Line 6 The University of St. Thomas receives primarily Title IV Funding from the Department of Education (i.e., Pell, Perkins, Workstudy and SEOG). Sch K, Part I Bond Issues, Column (f) A - Refund issue dated 2/16/2006.B - Refund issues dated 8/19/2004 & 4/25/2002.C - Acquisition, construction, equipping, and furnishing of an apartment-style residential hall and related parking facility.D - Refund issues dated 10/28/1999 & 9/25/1997.A2 - Refunding of the outstanding principal of the prior bonds, paying all accrued interest on the prior bonds through their date of redemption together with any redemption premium due on such date, funding a debt service reserve and paying certain issuance costs of the bonds. Series 6I was a refunding of Series 4-A1, 4-M, and 4-P. Series 4-A1 had an original issue date of March 1, 1996, original issue amount $11,645,000. Series 4-M had original an issue date June 15, 1997, original issue amount $21,680,000. Series 4-P had an original issue date December 1, 1997, original amount $15,435,000B2 - Construction and equipping of a five-level below-and above-ground parking facility with approximately 725 parking stalls for students, faculty, and visitors.C2 - Construction and equipping of a three-level, approximately 180,000 square foot athletic and recreation complex for students, faculty, and staff to be known as Anderson Athletic and Recreation Complex.D2 - Construction, equipping and furnishing of a three-level (plus basement), approximately 218,000 square foot student center to be known as Anderson Student Center, construction and equipping of outdoor tennis courts, and renovations to McCarthy Gym.A3 - Refund issue dated 8/19/2004.