2014-10-13T08:03:38-07:00 2014-05-31 990 2013-06-01 391399196 ST NORBERT COLLEGE INC STNO 9204033117 100 Grant Street De Pere WI 541152002 Eileen Jahnke V.P. of Business and Finance 9204033250 2014-10-13 2013 2015-11-30 17:44:51Z Thomas Kunkel 100 Grant St De Pere WI 54115 111782940 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. 43 43 2047 254 2563700 -58340 26595558 17650855 75769696 77135093 3381486 7998900 4072062 4357515 109818802 107142363 30189775 30777261 0 0 38494560 40174705 230942 146928 2497914 17697041 18752263 86612318 89851157 23206484 17291206 252055984 280257448 48584771 53681987 203471213 226575461 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 23377290 0 68213731 Education Delivery, General/Other: Instruction Research, Public Service, and Academic support (2,160 students) 6494891 0 8921362 Auxiliary Enterprises provides housing, Board, and bookstore services to approximately 1,602 resident students (2,160 students) 9415138 0 0 Student Services Program: Student Services includes Admissions, Registration, Financial Aid, Career Center, and the Health Center (1,602 students) 30777261 30777261 0 Student Financial Aid Programs, General/Other: Scholarships and grants (2,140 students) 30777261 30777261 0 70064580 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 0 0 0 1 2775 0 1 2047 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 43 43 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X Curt Kowaleski 9204033117 100 Grant St De Pere WI 541152002 Mr Michael J Haddad Board Member 1 X 0 0 0 Rev John Tourangeau O Praem Board Member 1 X 0 0 0 Rt Rev E Thomas DeWane Board Member 1 X 0 0 0 Paul J Klister 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 Samuel D Jadin 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 Rev Andrew Cribben O Praem 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 Ms Elizabeth A Buckley 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 Richards Chiles 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 Mr Brian Danzinger Board Member 1 X 0 0 0 Mr William Sulzmann Board Member 1 X 0 0 0 Mr William Van Ess 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 Mr Carl Vogel 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 Mr Timothy J Romenesko Board Member 1 X 0 0 0 Rev James Baraniak O Praem Board Member 1 X 0 0 0 Mr Michael Bobershmidt Board Member 1 X 0 0 0 Patricia Hoeft 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 Thomas Kunkel President 40 X 337177 0 35947 Fr Jay Fostner Vice President 40 X 127852 0 16232 Phillip Oswald Vice President 40 X 174920 0 25644 Bridget O'Connor Vice President 40 X 122405 0 24972 Eileen Jahnke Vice President 40 X 164219 0 25188 Raechelle Clemmons Vice President 40 X 126356 0 21811 Jeffrey Frick Vice President 40 X 156668 0 30002 Edward Lamm Vice President 40 X 121642 0 25343 Amy Sorenson Secretary 40 X 87928 0 18579 David Duquette Associate Dean 40 X 109823 0 20322 Tim Flood Associate Professor 40 X 109220 0 24401 Kevin Quinn Associate Dean 40 X 116595 0 21349 Paul Bursik Associate Professor 40 X 110062 0 19966 John Barnes Director of Facilities 40 X 113603 0 15168 1978470 0 324924 19 0 1 0 Miron Construction 1801 Bud Dr Menashi WI 54952 Construction 8726224 Advantage Purchasing LLC 1471 Mcmahon Rd Neenah WI 54956 Construction 3890426 Sysco Eastern Wisconsin 1 Sysco Dr Jackson WI 53037 Food Service Purchases 1303925 Immel Construction 1820 Radison St Green Bay WI 54302 Construction 1003270 Performa Inc 124 N Broadway De Pere WI 54115 Architecture 941208 33 0 0 0 0 713435 16937420 2280078 17650855 Tuition and Fees 611310 67107241 67107241 0 0 Sales & Service Auxiliary Enterprise 722320 8921362 6606091 2315271 0 Sales & Service of Educational Activities 611310 1106490 0 248429 858061 0 0 0 0 77135093 1836874 0 0 1836874 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 6162027 0 1 0 6162026 0 6162026 0 0 6162026 0 0 0 0 0 0 6126722 4640576 1486146 1486146 0 0 2871369 0 0 2871369 2871369 107142363 75199478 2563700 11728330 0 0 29046255 29046255 1731006 1731006 0 0 1564746 442395 915681 206670 0 0 0 0 28646977 22212315 5762654 672008 2087344 1576525 464424 46395 5861786 4333249 1372060 156477 2013852 1475791 481164 56897 0 0 0 0 365481 0 365481 0 56378 0 56378 0 0 0 0 0 146928 146928 322420 0 322420 0 0 0 0 0 202077 137219 31786 33072 10552292 137918 9565072 849302 1241748 909977 296688 35083 0 0 0 0 175960 128947 42042 4971 1115226 837124 253267 24835 0 0 0 0 0 0 0 0 652572 215212 437360 0 0 0 0 0 3439951 2520864 821898 97189 628158 460326 150084 17748 Indirect Cost 0 3899457 -4049796 150339 89851157 70064580 17288663 2497914 2920892 1173185 20315473 7498248 17374351 20524395 1025485 985754 0 0 0 0 3461276 3390195 220282 211587 706055 665818 179870850 50645236 103219097 129225614 100455958 113994767 356730 356730 0 0 0 0 2000385 2231155 252055984 280257448 8938738 9235893 2926590 2914829 1538888 2298611 30829717 34106735 0 0 0 0 634388 536368 0 0 3716450 4589551 48584771 53681987 X 104347358 116803818 31789948 33156264 67333907 76615379 203471213 226575461 252055984 280257448 17291206 5813042 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 274617 0 1 1 83200 739882 0 0 X X 0 83991761 1965392 11225962 1405449 1018925 0 94758741 69943821 4175269 11857876 1059975 925230 0 83991761 72120157 3038094 -3597352 843913 773165 0 69943821 60190799 1381043 11902122 626522 727285 0 72120157 52059487 1232428 8159712 614304 646524 0 60190799 0.1024 0.7094 0.1882 0 1 1 0 4950811 4950811 0 151708038 37010966 114697072 0 0 0 0 0 19069561 11163609 7905952 0 4142440 2470661 1671779 129225614 0 Student Deposits Held in Trust 354898 Postretirement benefit cost 4042919 Capital Lease 191734 4589551 X 117595981 5813042 0 0 4640576 10453618 107142363 0 0 0 107142363 94491733 0 0 0 4640576 4640576 89851157 0 0 0 89851157 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'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 12 349190 Wire 0 Study Abroad Scholarship Europe (including Iceland and Greenland) 16 644131 Wire 0 Study Abroad Scholarship South America 1 1875 Wire 0 0 0 0 0 0 0 X X X X X X X 1 Green Bay Community Foundation 100 Grant St De Pere WI 54115 General Fundraising 0 0 10000 -10000 Marts Lundy 100 Grant St De Pere WI 54115 Comp Campaign Planning 0 0 36928 -36928 Ruffalo Cody 100 Grant St De Pere WI 54115 Consult on Phone-Athon 0 0 100000 -100000 0 146928 -146928 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 1438 9685190 0 SNC Scholarships 1909 19361065 0 Schedule I, Part I, Line 2 To ensure our grants and scholarships are used for proper purposes 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 0 1 0 0 0 0 0 0 0 1 0 Jeffrey Frick Vice President 156668 0 0 0 0 0 14419 0 16963 0 188050 0 0 0 Eileen Jahnke Vice President 164219 0 0 0 0 0 14776 0 11825 0 190820 0 0 0 Thomas Kunkel President 278413 0 55356 0 3408 0 22950 0 49973 0 410100 0 0 0 Phillip Oswald Vice President 173520 0 1400 0 0 0 15325 0 11785 0 202030 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 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 a financial planner for President Tom Kunkel. The payments were treated as taxable compensation to Mr. Kunkel. Schedule J, Part I, Line 1b Payment agreement included in up front negotiated contract as approved by the Board of Trustees. Schedule J, Part I, Line 7 A signing bonus was provided to a new officer. Also, a one-time bonus payout was given to multiple officers and some of the top 5 individuals listed at Part VII. The payouts were not linked to revenue or earnings and were available to all employees college-wide at the discretion of their supervisors. A WHEFA 391337855 97710V7Y8 2008-03-27 29000000 Construct library, residence hall, and campus remodeling 0 0 0 B WHEFA 391337855 2013-12-02 4300000 Purchase building and furnishings for residence hall 0 0 0 A 745000 0 29384022 0 203864 0 201113 0 0 28979045 0 0 2010 0 0 1 1 B 0 0 4300000 0 0 0 86000 0 0 3723444 0 490556 2013 0 0 0 1 A 0 0 0 0 0 0.0155 0.0155 0 0 0 B 0 0 0 0 0 1 1 0 0 0 A 0 0 0 1 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 Schedule K, Part II, Line 3-03/27/2008 29,000,000 WHEFA Difference from issue price is investment earnings. Schedule K, Part IV, Line 2c-03/27/2008 29,000,000 WHEFA The determination date for the Rebate Calculation was February 1, 2013. X 22 83200 Appraisal X 3257 Appraisal X 3732 Cost X 26 2189889 Publicly Traded 0 0 1 1 Schedule M, Part I, Line 32b An independent appraisal was used to value the donated art, 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 organizations. 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 a 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 No documents available to the public. 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 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0