UNIVERSITY OF MARY: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF MARY (EIN 45-0273403)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2011-12-20
- IRS object ID
- 201113549349300006
- Schema version
- 2010v3.4
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule F
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-12-20T09:20:32-06:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EIDE BAILLY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1914 | AddressLine1 |
| City | BISMARCK | City |
| State | ND | State |
| ZIP Code | 58502 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 450273403 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF MARY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIV | NameControl |
| Phone | 7012557500 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7500 UNIVERSITY DR | AddressLine1 |
| City | BISMARCK | City |
| State | ND | State |
| ZIP Code | 585049652 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BRENT WINIGER | Name |
| Title | VICE PRES FOR FINANCIAL AFFAIRS | Title |
| Phone | 7012557500 | Phone |
| Date Signed | 2011-12-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LISA CHAFFEE CPA | Name |
| Phone | 7012551091 | Phone |
| Date Prepared | 2011-12-12 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | BRENT WINIGER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7500 UNIVERSITY DR | AddressLine1 |
| City | BISMARCK | City |
| State | ND | State |
| ZIP Code | 585049652 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 54635888 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.UMARY.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1959 | YearFormation |
| State Legal Domicile | ND | StateLegalDomicile |
| Activity Or Mission Description | UNIVERSITY OF MARY IS A PRIVATE INSTITUTION OF HIGHER EDUCATION OFFERING GRADUATE AND UNDERGRADUATE DEGRESS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 29 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 25 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1123 | TotalNbrEmployees |
| Total Nbr Volunteers | 49 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 2012174 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 3436319 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 37069983 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 41856325 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1245070 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1187654 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 226683 | OtherRevenuePriorYear |
| Other Revenue Current Year | 412026 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 40553910 | TotalRevenuePriorYear |
| Total Revenue Current Year | 46892324 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 7610889 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 8486897 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 17329577 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 17972043 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 632465 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 10188859 | OtherExpensePriorYear |
| Other Expenses Current Year | 12494570 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 35129325 | TotalExpensesPriorYear |
| Total Expenses Current Year | 38953510 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 5424585 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 7938814 | RevenuesLessExpensesCY |
| Total Assets BOY | 88023618 | TotalAssetsBOY |
| Total Assets EOY | 99111323 | TotalAssetsEOY |
| Total Liabilities BOY | 8618375 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 8192930 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 79405243 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 90918393 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | SERVING THE NEEDS OF THE REGION...THE UNIVERSITY OF MARY EXISTS TO SERVE THE RELIGIOUS, ACADEMIC, AND CULTURAL NEEDS OF PEOPLE IN THIS REGION. IT TAKES ITS TONE FROM THE COMMITMENT OF THE SISTERS OF ANNUNCIATION MONASTERY. THESE SISTERS FOUNDED THE UNIVERSITY AND CONTINUE TO SPONSOR IT TODAY. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 15072763 | Expense |
| Revenue | 38586852 | Revenue |
| Description | ACADEMIC DIVISIONS - THIS AREA CONTAINS THE CURRICULUM AND RELATED EXPENSES FOR ALL DIVISIONS OF THE COLLEGE, INCLUDING BOTH POST-SECONDARY EDUCATION AND GRADUATE PROGRAMS. UNIVERSITY OF MARY SERVES APPROXIMATELY 3,000 STUDENTS AND HAS 175 FACULTY MEMBERS. THEY HAVE FOUR SCHOOLS WITH MORE THAN 40 DEGREE PROGRAMS. IN ADDITION, THERE ARE NINE GRADUATE DEGREE PROGRAMS. THEY AVERAGE A PLACEMENT RATE OF APPROXIMATELY 98 PERCENT OVERALL FOR THEIR GRADUATES. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 8408747 | Expense |
| Grants | 8408747 | Grants |
| Description | STUDENT AID & EXPENSES - UNIVERSITY OF MARY OFFERS VARIOUS TYPES OF FINANCIAL ASSISTANCE TO STUDENTS INCLUDING FEDERAL, STATE, AND PRIVATE PROGRAMS AS WELL AS OTHER FORMS OF STUDENT AID AND WORK PROGRAMS. DURING THE CURRENT YEAR, 3,251 STUDENTS RECEIVED SOME TYPE OF ACADEMIC STUDENT AID AND 214 STUDENTS RECEIVED ATHLETIC STUDENT AID. IN ADDITION, NINE INTERNATIONAL STUDENTS RECEIVED STUDENT AID AS WELL. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 3869012 | Expense |
| Revenue | 1858803 | Revenue |
| Description | AUXILIARY ACTIVITIES - AUXILIARY ACTIVITIES INCLUDES ALL STUDENT HOUSING AND FOOD SERVICES INCLUDING THE COST OF RESIDENCE HALLS, STUDENT APARTMENTS, STUDENT TRANSPORTATION SERVICE AND DEPRECIATION. THE UNIVERSITY OF MARY ALSO HAS A UNIVERSITY STORE, CAFETERIA, SNACK BAR AND COFFEE SHOP. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 8743072 | Expense |
| Revenue | 1822696 | Revenue |
| Description | EDUCATIONAL PLANT OPERATIONS, FINANCIAL AFFAIRS, GENERAL INSTITUTIONAL, PUBLIC AFFAIRS, ENROLLMENT SERVICES, AND ALL OTHER SERVICES INCLUDING GENERAL ADMINISTRATION, ACADEMIC AFFAIRS, STUDENT DEVELOPMENT, AND STUDENT SENATE. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 8743072 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 1822696 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 36093594 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 1 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 1 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 1 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 1 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 138 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 1123 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 29 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 25 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRENT WINIGER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7013558303 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7500 UNIVERSITY DR | AddressLine1 |
| City | BISMARCK | City |
| State | ND | State |
| ZIP Code | 58504 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (29 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| MARTIN WHITE | |||||||
| CHAIR OF BOARD | 1.00 | X | X | 0 | 0 | 0 | |
| DR RAY GRUBY | |||||||
| VICE CHAIR OF BOARD | 1.00 | X | X | 0 | 0 | 0 | |
| SISTER PATRICIA SCHAP | |||||||
| SECRETARY OF BOARD | 1.00 | X | X | 0 | 0 | 0 | |
| BRENT WINIGER | |||||||
| TREASURER OF BOARD, TRUSTEE | 40.00 | X | X | 92590 | 0 | 24830 | |
| A KIRK LANTERMAN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ABBOT BRIAN WANGLER | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| BILL CLAIRMONT | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| CHERYL KULAS | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| CRAIG LARSON | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| DAN BUTLER | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| DICK TSCHIDER | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| DR HAROLD J MILLER | |||||||
| TRUSTEE | 40.00 | X | 153536 | 0 | 30698 | ||
| DUANE LIFFRIG | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| FATHER AL BITZ | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| GEORGE EHLIS | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JOE HAUER | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JOHN SIMMONS | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| KEVIN CRAMER | |||||||
| TRUSTEE | 2.00 | X | 4425 | 0 | 0 | ||
| LEON COMEAU | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MIKE HOFER | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| NILES HUSHKA | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| SISTER AGATHA MUGGLI | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| SISTER REBECCA MAYER | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| SISTER SUSAN LARDY | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| TERRY ZELTINGER | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| WALLY JOERSZ | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| SISTER NANCY MILLER | |||||||
| PRIORESS, PRES. OF BOARD | 40.00 | X | 0 | 0 | 0 | ||
| FATHER JAMES P SHEA | |||||||
| PRESIDENT | 40.00 | X | 103642 | 0 | 5680 | ||
| NEAL KALBERER | |||||||
| V.P. OF PUBLIC AFFAIRS | 40.00 | 106440 | 0 | 10177 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 460633 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 71385 | TotalOtherCompensation |
| Number Individuals GT100 K | 3 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| CHARTWELLS DINING SERVICE | |||||
| 91337 COLLECTIONS DR | CHICAGO | IL | 606931337 | FOOD SERVICE VENDOR | 1933491 |
| HONEYWELL INTERNATIONAL INC | |||||
| 12490 COLLECTIONS CENTER DR | CHICAGO | IL | 60693 | BUILDING SOLUTIONS | 1291954 |
| DYNAMIC CAMPUS SOLUTIONS | |||||
| 2806 FLINTROCK TRACE SUITE A205 | AUSTIN | TX | 78738 | IT SERVICES | 966083 |
| CAPITAL ELECTRIC COOP | |||||
| PO BOX 730 | BISMARCK | ND | 585020730 | ELECTRICAL SERVICES | 641569 |
| ANNUNCIATION MONASTERY | |||||
| 7520 UNIVERSITY DR | BISMARCK | ND | 585049653 | MONASTERY SERVICES | 421818 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 37 | NumberOfContractorsGT100K |
| All Other Contributions | 3436319 | AllOtherContributions |
| Noncash Contributions | 12271 | NoncashContributions |
| Total Contributions | 3436319 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| STUDENT TUITION/FEES | 611600 | 38586852 | 38586852 |
| AUXILIARY ENTERPRISES | 611600 | 1858803 | 1858803 |
| OTHER | 611600 | 1410670 | 1410670 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 41856325 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1138685 | TotalRevenueColumn |
| Exclusion | $1,138,685 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 7304 | Securities |
| Other | 6325253 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1599 | Securities |
| Other | 6281989 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 5705 | Securities |
| Other | 43264 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 48969 | TotalRevenueColumn |
| Exclusion | $48,969 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 1872002 | GrossSalesOfInventory |
| Cost Of Goods Sold | 1459976 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 412026 | TotalRevenueColumn |
| Related Or Exempt Function Income | 412026 | RelatedOrExemptFunctionIncome |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 46892324 | TotalRevenueColumn |
| Related Or Exempt Function Income | 42268351 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,187,654 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 78150 | Total |
| Program Services | 78150 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8408747 | Total |
| Program Services | 8408747 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 423975 | Total |
| Program Services | 4030 | ProgramServices |
| Management And General | 210727 | ManagementAndGeneral |
| Fundraising | 209218 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13794882 | Total |
| Program Services | 13375074 | ProgramServices |
| Management And General | 146847 | ManagementAndGeneral |
| Fundraising | 272961 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 741086 | Total |
| Program Services | 707386 | ProgramServices |
| Management And General | 19264 | ManagementAndGeneral |
| Fundraising | 14436 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1978467 | Total |
| Program Services | 1395254 | ProgramServices |
| Management And General | 553325 | ManagementAndGeneral |
| Fundraising | 29888 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1033633 | Total |
| Program Services | 971242 | ProgramServices |
| Management And General | 42316 | ManagementAndGeneral |
| Fundraising | 20075 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 194078 | Total |
| Program Services | 29525 | ProgramServices |
| Management And General | 164553 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 50790 | Total |
| Management And General | 50790 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1588684 | Total |
| Program Services | 1499614 | ProgramServices |
| Management And General | 89070 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 611391 | Total |
| Program Services | 559732 | ProgramServices |
| Management And General | 22199 | ManagementAndGeneral |
| Fundraising | 29460 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1412166 | Total |
| Program Services | 1072111 | ProgramServices |
| Management And General | 283628 | ManagementAndGeneral |
| Fundraising | 56427 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 436446 | Total |
| Program Services | 436446 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1642870 | Total |
| Program Services | 1639222 | ProgramServices |
| Management And General | 3648 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 697095 | Total |
| Program Services | 695595 | ProgramServices |
| Management And General | 1500 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 494463 | Total |
| Program Services | 475867 | ProgramServices |
| Management And General | 18596 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42659 | Total |
| Program Services | 31009 | ProgramServices |
| Management And General | 11650 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1600777 | Total |
| Program Services | 1289236 | ProgramServices |
| Management And General | 311541 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29613 | Total |
| Program Services | 29613 | ProgramServices |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| REPAIRS & MAINTENANCE | 1401974 | 1392439 | 9535 |
| ACTIVITIES EXPENSE | 1285432 | 1119201 | 166231 |
| FOREIGN CAMPUS EXPENSES | 540836 | 540836 | |
| DUES & MEMBERSHIPS | 91100 | 47792 | 43308 |
| BAD DEBT EXPENSE | 88502 | 39612 | 48890 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 285694 | Total |
| Program Services | 255861 | ProgramServices |
| Management And General | 29833 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 38953510 | Total |
| Program Services | 36093594 | ProgramServices |
| Management And General | 2227451 | ManagementAndGeneral |
| Fundraising | 632465 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 288642 | BOY |
| EOY | 502210 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4897725 | BOY |
| EOY | 8867493 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2011700 | BOY |
| EOY | 3759544 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 560129 | BOY |
| EOY | 644631 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 244336 | BOY |
| EOY | 67513 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 425389 | BOY |
| EOY | 391291 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 298179 | BOY |
| EOY | 224546 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 65684519 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 25113107 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39697292 | BOY |
| EOY | 40571412 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34926421 | BOY |
| EOY | 39296602 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3384214 | BOY |
| EOY | 3429925 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1289591 | BOY |
| EOY | 1356156 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 88023618 | BOY |
| EOY | 99111323 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 857166 | BOY |
| EOY | 1612313 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 617287 | BOY |
| EOY | 515369 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 805614 | BOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 308734 | BOY |
| EOY | 328324 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6029574 | BOY |
| EOY | 5736924 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8618375 | BOY |
| EOY | 8192930 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 53789578 | BOY |
| EOY | 60546136 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7016134 | BOY |
| EOY | 11170285 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18599531 | BOY |
| EOY | 19201972 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 79405243 | BOY |
| EOY | 90918393 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 88023618 | BOY |
| EOY | 99111323 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 7938814 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 3574336 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 0 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets In Part X | 32977 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
| Agent Trustee Etc | 0 | AgentTrusteeEtc |
| Included On FS | 1 | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 27138953 | BeginningOfYearBalance |
| Contributions | 626898 | Contributions |
| Investment Earnings Or Losses | 3588584 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 813186 | GrantsOrScholarships |
| End Of Year Balance | 30541249 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 23476210 | BeginningOfYearBalance |
| Contributions | 1288956 | Contributions |
| Investment Earnings Or Losses | 3116585 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 742798 | GrantsOrScholarships |
| End Of Year Balance | 27138953 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 28687691 | BeginningOfYearBalance |
| Contributions | 524605 | Contributions |
| Investment Earnings Or Losses | -4098351 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 660483 | GrantsOrScholarships |
| Other Expenditures | 1025772 | OtherExpenditures |
| End Of Year Balance | 23427690 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.31890 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.62870 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.05240 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 431493 | OtherCostOrOtherBasis |
| Book Value | 431493 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 47892850 | OtherCostOrOtherBasis |
| Depreciation | 14996554 | Depreciation |
| Book Value | 32896296 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 8748627 | OtherCostOrOtherBasis |
| Depreciation | 6182525 | Depreciation |
| Book Value | 2566102 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 2314995 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 6296554 | OtherCostOrOtherBasis |
| Depreciation | 3934028 | Depreciation |
| Book Value | 4677521 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 40571412 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ANNUITIES PAYABLE | $1,935,572 |
| GOVERNMENT GRANTS REFUNDABLE | $2,130,294 |
| UNITRUST PAYMENTS DUE GRANTORS | $1,671,058 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 5736924 | TotalOfAmounts |
| Total Revenue | 46892324 | TotalRevenue |
| Total Expenses | 38953510 | TotalExpenses |
| Excess Or Deficit For Year | 7938814 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 3687818 | NetUnrealizedGLOnInvestments |
| Donated Services And Facilities | 18154 | DonatedServicesAndFacilities |
| Other | -$131,636 | OtherAmount |
| Total Adjustments | 3574336 | TotalAdjustments |
| Excess Or Deficit Per FS | 11513150 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 51926636 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 3687818 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 18154 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | -131636 | OtherRevenues |
| Revenue Not Rptd F990 | 3574336 | RevenueNotRptdF990 |
| Revenue Subtotal | 48352300 | RevenueSubtotal |
| Other Revenues Not Included | -1459976 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -1459976 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 46892324 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 40413486 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 1459976 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 1459976 | ExpensesNotRptdF990 |
| Expenses Subtotal | 38953510 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 38953510 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (8 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART III, LINE 4: | ALL GIFTS ARE SUBJECT TO PRIOR REVIEW AND APPROVAL BY THE BOARD. GIFTS RECEIVED HELP TO FURTHER HIGHER EDUCATION BY SERVING ACADEMIC, RELIGIOUS, AND CULTURAL NEEDS OF THE STUDENTS. | |
| PART IV, LINE 2B: | UNIVERSITY OF MARY CHARTERED CLUBS, STUDENT ACADEMIC ASSOCIATIONS, AND APPROVED FACULTY AND STAFF ASSOCIATIONS HAVE ESTABLISHED UNIVERSITY AGENCY ACCOUNTS. | |
| PART V, LINE 4: | PERMANENTLY RESTRICTED AND BOARD RESTRICTED ENDOWMENTS - INCOME FROM THESE FUNDS IS USED TO HELP FURTHER THE EXEMPT PURPOSE OF THE UNIVERSITY. LOAN FUND ENDOWMENTS - USED TO LOAN STUDENTS MONEY ON A SHORT TERM BASIS UNTIL FINANCIAL AID COMES THROUGH. TYPICALLY, THE LOANS ARE ONLY OUTSTANDING FOR A WEEK OR SO. FAMILY FUND ENDOWMENTS - TO BENEFIT VARIOUS NON-PROFIT ORGANIZATIONS SPECIFIED BY THE DONOR INCLUDING THE UNIVERSITY. | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: |
| PART X: | THE UNIVERSITY IS A NONPROFIT ORGANIZATION THAT IS EXEMPT FROM FEDERAL INCOME TAX UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). THE UNIVERSITY HAS ADOPTED PROVISIONS OF FASB ACCOUNTING STANDARDS CODIFICATION TOPIC ASC 740-10 (PREVIOUSLY FINANCIAL INTERPRETATION NO. 48, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES), ON JULY 1, 2009. THE IMPLEMENTATION OF THIS STANDARD HAD NO IMPACT ON THE FINANCIAL STATEMENTS. AS OF BOTH THE DATE OF ADOPTION, AND AS OF JUNE 30, 2011, THE UNRECOGNIZED TAX BENEFIT ACCRUAL WAS ZERO. THE UNIVERSITY WILL RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS IN INCOME TAX EXPENSE IF INCURRED. THE UNIVERSITY IS NO LONGER SUBJECT TO FEDERAL TAX EXAMINATIONS BY TAX AUTHORITIES FOR THE YEARS BEFORE 2007 AND STATE EXAMINATIONS FOR YEARS BEFORE 2007. | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
| ACTUARIAL GAINS - UNITRUST 84,933. ACTUARIAL LOSSES - ANNUITIES -216,569. | PART XI, LINE 8 - OTHER ADJUSTMENTS: | |
| ACTUARIAL GAINS - UNITRUST 84,933. ACTUARIAL LOSSES - ANNUITIES -216,569. | PART XII, LINE 2D - OTHER ADJUSTMENTS: | |
| COST OF SALES EXPENSE RECORDED IN REVENUES FOR TAX RETURN -1,459,976. | PART XII, LINE 4B - OTHER ADJUSTMENTS: | |
| COST OF SALES EXPENSE RECORDED IN REVENUES FOR TAX RETURN 1,459,976. | PART XIII, LINE 2D - OTHER ADJUSTMENTS: |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 0 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 0 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 1 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 0 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION | SCHEDULE E, PART I, LINE 3 | THE UNIVERSITY DOES NOT ROUTINELY PUBLICIZE ITS POLICY THROUGH NEWSPAPER OR BROADCAST MEDIA EXCEPT THROUGH JOB OPENING ADVERTISEMENTS. THE UNIVERSITY DOES MAKE THE POLICY ACCESIBLE TO THE PUBLIC THROUGH ITS WEBSITE. |
| EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE | SCHEDULE E, PART I, LINE 6 | THE UNIVERSITY RECEIVES TITLE IV FUNDS AND TRIO FUNDS AND ADMINISTERS THE USE OF THOSE FUNDS. |
| EXPLANATION OF RACIAL NONDISCRIMINATION COMPLIANCE | SCHEDULE E, PART I, LINE 7 | 4.03 - THE UNIVERSITY DOES NOT PUBLICIZE ITS POLICY THROUGH NEWSPAPER OR BROADCAST MEDIA. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | EUROPE | Region |
| Number Of Offices | 1 | NumberOfOffices |
| Number Of Employees | 5 | NumberOfEmployees |
| Type Of Activities Conducted | FOREIGN UNIVERSITY CAMPUS | TypeOfActivitiesConducted |
| Specific Services Provided | UNIVERSITY STUDIES | SpecificServicesProvided |
| Total Expenditures | 306236 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Employees | 5 | SubtotalNumberOfEmployees |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Employees | 5 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 306236 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 306236 | TotalAmountSpent |
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | METHOD USED TO ACCCOUNT FOR EXPENDITURES: | Identifier |
| Explanation | SCHEDULE F, PART I, LINE 3: ACCRUAL BASIS ACCOUNTING | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| DIOCESE OF BISMARCK | |||||||
| 520 N WSHINGTON ST | BISMARCK | ND | 58503 | 450214929 | 501(C)(3) | 19295 | FUNDING ASSISTANCE FOR CENENNIAL CELEBRATION |
| BISHOP RYAN HIGH SCHOOL | |||||||
| 316 11TH AVE NW | MINOT | ND | 58703 | 450259466 | 501(C)(3) | 9009 | GENERAL OPERATING |
| MINOT STATE UNIVERSITY | |||||||
| 500 UNIVERSITY AVE NW | MINOT | ND | 58703 | 456002481 | GOVERNMENT | 41476 | GENERAL OPERATING |
| ELLENDALE PUBLIC SCHOOL | |||||||
| PO BOX 400 | ELLENDALE | ND | 58436 | 456000451 | GOVERNMENT | 5315 | DOLLARS FOR SCHOLARS PROGRAM OF DICKEY COUNTY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 4 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII (36 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| VOLLEYBALL | 15 | 142400 |
| WOMEN'S SOFTBALL | 14 | 101750 |
| FOOTBALL | 65 | 382422 |
| WRESTLING | 10 | 44500 |
| MEN'S BASKETBALL | 13 | 167661 |
| WOMEN'S BASKETBALL | 14 | 177785 |
| MEN'S TRACK | 18 | 100485 |
| WOMEN'S TRACK | 24 | 192287 |
| BASEBALL | 15 | 76710 |
| MEN'S SOCCER | 11 | 93000 |
| WOMEN'S SOCCER | 10 | 149610 |
| MUSIC | 52 | 99626 |
| FAMILY DISCOUNT | 71 | 20100 |
| NATIONAL GUARD WAIVER | 68 | 62009 |
| MILITARY SCHOLARHIPS | 102 | 280747 |
| PRESIDENTIAL | 1157 | 3588810 |
| PACESETTER GRANT | 325 | 456280 |
| ELA | 485 | 270924 |
| PHI THETA KAPPA | 33 | 152500 |
| FREEDOM PLAN | 161 | 721799 |
| INTERNATIONAL | 9 | 37206 |
| CIC - T&P | 1 | 12800 |
| FORENSICS | 3 | 5000 |
| CATHOLIC EDUCATORS | 10 | 23495 |
| FIFTH YEAR | 14 | 117605 |
| DONATED SCHOLARHIPS | 25 | 51500 |
| VETERAN'S YELLOW RIBBON | 7 | 9141 |
| CHEER | 12 | 3500 |
| CADE DISCOUNT | 182 | 344174 |
| SSS BOOK GRANT | 123 | 7390 |
| WOMEN'S TENNIS | 5 | 6500 |
| CATHOLIC SCHOLARS | 23 | 107542 |
| HONORS DAY | 24 | 176092 |
| DANCE | 10 | 3500 |
| SSS MERIT SCHOLARHIP | 130 | 36802 |
| STUDENT TEACHER TRAINING | 19 | 17100 |
Form990 Schedule I Part IV Form990ScheduleIPartIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | PART I, LINE 2: | SCHEDULE I, PART I, LINE 2: THE UNIVERSITY IS CONTRIBUTING FUNDS TO CHARITABLE ORGANIZATIONS IN ACCORDANCE WITH ENDOWMENT AGREEMENTS THAT GOVERN THE DISTRIBUTION OF THE UNDERLYING FUNDS. THE UNIVERSITY ALSO VERIFIES THAT THE GRANTS GIVEN TO THE CHARITABLE ORGANIZATIONS ARE FOR THE BENEFIT OF INDIVIDUAL STUDENTS FOR SCHOLARHIPS. |
| OTHER INFORMATION: | PART IV: | STUDENT AWARDS, GRANTS AND LOANS ARE AWARDED ON BASIS OF NEED. SCHOLARSHIPS ARE AWARDED BASED UPON NEED AND ACADEMIC OR SPECIAL ACHIEVEMENTS. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Personal Services | X | PersonalServices |
| Written Policy Re T And E Expenses | 0 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 0 | SubstantiationRequired |
| Written Employment Contract | X | WrittenEmploymentContract |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | DR HAROLD J MILLER | NamePerson |
| Base Compensation Filing Org | 152972 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 564 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 12840 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 18266 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 184642 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 1B | ReturnReference |
| Explanation | THE PRESIDENT IS REQUIRED TO LIVE IN THE "PRESIDENTIAL RESIDENCE" ON CAMPUS. THE PRESIDENT AND CHAIRMAN EMERITUS (WHO IS ALSO THE FORMER PRESIDENT) BOTH RECEIVE VARIOUS MINOR PERSONAL SERVICES FOR CONVENIENCE SUCH AS AUTOMOTIVE MAINTENANCE OR MINOR HOUSEKEEPING. A GUEST HOUSE ON CAMPUS IS TYPICALLY USED FOR HOUSING TRANSITIONAL EMPLOYEES WHO ARE NEW TO THE UNIVERSITY. | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part III Form990ScheduleLPartIII (2 entries)
| Name Of Interested PersonNameOfInterestedPerson | Relationship With OrganizationRelationshipWithOrganization | Amount Of GrantAmountOfGrant | Type Of AssistanceTypeOfAssistance |
|---|---|---|---|
| RACHEL MARIE CRAMER | FAMILY RELATIONSHIP - DAUGHTER OF BOARD MEMBER KEVIN CRAMER | 6180 | TUITION ASSISTANCE THROUGH EMPLOYMENT CONTRACT WITH MRS. KRIS CRAMER |
| JOSEPH FLADELAND | FAMILY RELATIONSHIP - SON OF BOARD MEMBER DIANE FLADELAND | 12580 | TUITION ASSISTANCE THROUGH EMPLOYMENT CONTRACT WITH DIANE FLADELAND |
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | KRIS CRAMER | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | FAMILY RELATIONSHIP - WIFE OF BOARD MEMBER KEVIN CRAMER | Relationship |
| Amount Of Transaction | 41511 | AmountOfTransaction |
| Description Of Transaction | WAGES PAID - BOARD MEMBER KEVIN CRAMER'S WIFE IS EMPLOYED BY THE UNIVERSITY | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (11 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | THE PRESIDENT OF THE UNIVERSITY SHALL BE AN EX OFFICIO MEMBER OF THE BOARD OF TRUSTEES. THE PRESIDENT SHALL NOT VOTE ON MATTERS CONCERNING OR RELATED TO 1) THE APPOINTMENT OF A SUCCESSOR, 2) THE PRESIDENT'S COMPENSATION, OR 3) MATTERS AFFECTING THE PRESIDENT'S OWN INTEREST, IN ACCORDANCE WITH ARTICLE X, SECTION 2, OF THE UNIVERSITY'S BYLAWS. THE PRESIDENT SHALL CEASE TO BE A TRUSTEE WHEN NO LONGER HOLDING THAT POSITION. | |
| FORM 990, PART VI, SECTION A, LINE 1 | STANDING COMMITTEES: THE CORPORATION SHALL ESTABLISH AND MAINTAIN AS STANDING COMMITTEES A TRUSTEESHIP COMMITTEE AND AN EXECUTIVE COMMITTEE. A. TRUSTEESHIP COMMITTEE: THE TRUSTEESHIP COMMITTEE SHALL BE APPOINTED ANNUALLY BY THE PRESIDENT OF THE BOARD (PRIORESS). THE COMMITTEE SHALL CONSIST OF FOUR (4) TRUSTEES, WHICH INCLUDES THE PRESIDENT OF THE UNIVERSITY AS AN EX-OFFICIO MEMBER OF THE COMMITTEE. SUCH TRUSTEESHIP COMMITTEE SHALL RECOMMEND TO THE CORPORATE MEMBERSHIP NAMES AND QUALIFICATIONS FOR CONSIDERATION TO FILL ANY POSITIONS ON THE BOARD OF TRUSTEES. AFTER APPROVAL BY THE CORPORATE MEMBERSHIP, THE TRUSTEESHIP COMMITTEE SUBMITS TO THE BOARD OF TRUSTEES NOMINEES FOR ELECTION TO THE BOARD. IN ADDITION, THE COMMITTEE SHALL RECOMMEND TO THE BOARD A SLATE OF CANDIDATES FOR CHAIR, VICE CHAIR, AND SECRETARY. A MAJORITY VOTE OF THE TOTAL BOARD OF TRUSTEES CURRENTLY SERVING IS REQUIRED FOR ELECTION OF A TRUSTEE OR AN OFFICER. THE COMMITTEE SHALL DEVELOP AND ADMINISTER A PROGRAM OF ORIENTATION FOR NEWLY APPOINTED TRUSTEES. B. EXECUTIVE COMMITTEE: THE CHAIR OF THE BOARD OF TRUSTEES, INCONSULTATION WITH THE PRESIDENT OF THE BOARD (PRIORESS), THE PRESIDENT OF THE UNIVERSITY, AND OTHER TRUSTEES SHALL APPOINT THE EXECUTIVE COMMITTEE AT THE ANNUAL MEETING. THE EXECUTIVE COMMITTEE SHALL CONSIST OF NINE (9) TRUSTEES, TO INCLUDE THE CHAIR OF THE BOARD, THE PRESIDENT OF THE BOARD (PRIORESS), FOUR ADDITIONAL MEMBERS OF THE CORPORATION AND THREE ADDITIONAL TRUSTEES. SERVING AS THE PRINCIPAL LIAISON TO THE BOARD OF TRUSTEES, THE PRESIDENT OF THE UNIVERSITY SHALL BE PRESENT EX OFFICIO WITHOUT A VOTE AND NOT TO BE COUNTED FOR A QUORUM. A QUORUM OF THE EXECUTIVE COMMITTEE IS A MAJORITY OF THE TRUSTEES SERVING ON THE EXECUTIVE COMMITTEE. TO CONSTITUTE A VALID QUORUM, THE QUORUM MUST INCLUDE FOUR (4) MEMBERS OF THE CORPORATION. A QUORUM OF THE EXECUTIVE COMMITTEE IS REQUIRED TO TRANSACT BUSINESS. IF A QUORUM IS NOT PRESENT AT A MEETING, A MAJORITY OF THOSE PRESENT MAY ADJOURN THE MEETING WITHOUT FURTHER NOTICE. THE EXECUTIVE COMMITTEE SHALL MEET AS OFTEN AS NECESSARY TO CONDUCT ITS BUSINESS AS DETERMINED BY THE CHAIR AND THE PRESIDENT OF THE UNIVERSITY. THERE SHALL BE AT LEAST TWO (2) REGULAR MEETINGS OF THE EXECUTIVE COMMITTEE ANNUALLY. IN COLLABORATION WITH THE PRESIDENT OF THE UNIVERSITY, THE DUTIES OF THE EXECUTIVE COMMITTEE SHALL INCLUDE THE FOLLOWING: -MAKING DECISIONS THAT HAVE BEEN DELEGATED BY THE FULL BOARD -TAKING ACTION ON EMERGENCY MATTERS WHICH CANNOT OR SHOULD NOT BE DEFERRED TO THE BOARD'S NEXT SCHEDULED MEETING -PERFORMING INITIAL ASSESSMENT OF THE PRESIDENT OF THE UNIVERSITY ANNUALLY -PERFORMING SUCH DUTIES AS DESCRIBED IN ITS STATEMENT OF OPERATION THE EXECUTIVE COMMITTEE SHALL ACT ON BEHALF OF THE BOARD BETWEEN MEETINGS EXCEPT ON THE FOLLOWING MATTERS: -SELECTION AND APPOINTMENT OF THE PRESIDENT OF THE UNIVERSITY -SELECTION OF TRUSTEES AND OFFICERS -ADOPTION OF THE ANNUAL BUDGET -CONFERRAL OF DEGREES -EXERCISE OF THOSE POWERS RESERVED BY THE MEMBERS OF THE CORPORATION AS PROVIDED IN ARTICLE V. SECTION 3 OF THE UNIVERSITY'S BYLAWS OTHER COMMITTEES: AFTER CONSULTATION AND RECOMMENDATION OF THE BOARD OF TRUSTEES, THE CHAIR OF THE BOARD OF TRUSTEES SHALL DESIGNATE AND APPOINT COMMITTEES TO FACILITATE THE ACTIONS OF THE BOARD OF TRUSTEES, ENABLING IT TO FUNCTION MORE EFFICIENTLY AND EFFECTIVELY. EACH COMMITTEE SHALL HAVE, SUBJECT TO THE APPROVAL OF THE BOARD OF TRUSTEES, A STATEMENT OF OPERATION PRESCRIBING THE PURPOSES, GOALS AND RESPONSIBILITIES OF THE COMMITTEE. OTHER COMMITTEES THAT CURRENTLY EXIST ARE: -INVESTMENT COMMITTEE -FINANCE COMMITTEE -ENROLLMENT SERVICES COMMITTEE -ACADEMIC AFFAIRS AND STUDENT LIFE COMMITTEE | |
| FORM 990, PART VI, SECTION A, LINE 2 | FAMILY AND BUSINESS RELATIONSHIPS - 1. BOARD MEMBERS GEORGE EHLIS AND JOE HAUER HAVE A BUSINESS RELATIONSHIP 2. BOARD MEMBERS BILL CLAIRMONT AND JOHN SIMMONS HAVE A BUSINESS RELATIONSHIP | |
| FORM 990, PART VI, SECTION A, LINE 6 | MEMBERS - MEMBERSHIP OF THE CORPORATION SHALL CONSIST OF THOSE SISTERS SERVING IN THE SPONSORSHIP GROUP AS ESTABLISHED FROM TIME TO TIME BY THE MONASTIC COMMUNITY KNOWN AS THE BENEDICTINE SISTERS OF THE ANNUNCIATION, BMV, WHO HAVE MADE THEIR PERPETUAL MONASTIC PROFESSION. | |
| FORM 990, PART VI, SECTION A, LINE 7A | POWERS SHARED WITH BOARD OF TRUSTEES - THE FOLLOWING RESERVED POWERS SHALL BE EXERCISED BY THE MEMBERS OF THE CORPORATION AND THE BOARD OF TRUSTEES. THE POWER OF THE BOARD TO ACT ON ANY OF THESE MATTERS IS SUBJECT TO THE REQUIREMENT THAT THE MEMBERS OF THE CORPORATION SHALL APPROVE SUCH ACTION PRIOR TO THE SUBMISSION OF THE MATTER TO A VOTE OF THE BOARD OF TRUSTEES. A. TO APPROVE ANY PERSON TO BE ELECTED TO SERVE ON THE BOARD OF TRUSTEES OR TO REMOVE ANY TRUSTEE IF THIS ACTION IS INDICATED. B. TO APPROVE A NEW CANDIDATE APPOINTED TO SERVE AS PRESIDENT OF THE UNIVERSITY. | |
| FORM 990, PART VI, SECTION A, LINE 7B | POWERS RESERVED TO CORPORATION MEMBERS - EXERCISE OF THE FOLLOWING POWERS SHALL BE RESERVED SOLELY TO CORPORATION MEMBERS TO: A. APPROVE ANY CHANGE IN THE SPONSORSHIP, RESERVED POWERS OR MISSION OF THE UNIVERSITY AS AN INSTITUTION FOUNDED ON CHRISTIAN, CATHOLIC, AND BENEDICTINE TRADITION. B. APPROVE THE SALE OR ENCUMBRANCE OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OR PROPERTY OF THE CORPORATION. C. APPROVE THE MERGER, LIQUIDATION OR DISSOLUTION OF THE CORPORATION. D. AMEND, ALTER OR REPEAL THE ARTICLES OF INCORPORATION OR THE BYLAWS OF THE CORPORATION. E. CHANGE THE NAME OF THE CORPORATION. | |
| FORM 990, PART VI, SECTION B, LINE 11 | UPON RECEIPT OF THE DRAFT FORM 990, THE ORGANIZATION WILL FORWARD A PUBLIC DISCLOSURE COPY TO THE EXECUTIVE COMMITTEE MEMBERS FOR THEIR REVIEW AND COMMENTS PRIOR TO ITS FILING WITH THE IRS. THE EXECUTIVE COMMITTEE HAS THE ABILITY TO ACT ON BEHALF OF THE BOARD IN BETWEEN BOARD MEETINGS. | |
| THE BOARD OF DIRECTORS COMPLETES A CONFLICT OF INTEREST QUESTIONNAIRE EACH YEAR. IF A MEMBER HAS A CONFLICT, THEY REFRAIN FROM GIVING INPUT OR VOTING ON THE ISSUE(S) IN THE RELATION OF THE CONFLICT. | FORM 990, PART VI, SECTION B, LINE 12C | |
| THE PRESIDENT'S SALARY IS REVIEWED ANNUALLY BY THE INDEPENDENT BOARD. THE UNIVERSITY USES THE JAFFE SALARY SURVEY AS WELL AS CUPA SALARY REPORTS (COLLEGE AND UNIVERSITY PROFESSIONAL ASSOCIATION) TO OBTAIN COMPARABLE DATA FROM OTHER MIDWESTERN UNIVERSITIES. THE INFORMATION IS DOCUMENTED IN A LETTER NOTING THAT THE BOARD HAS ACCEPTED AND APPROVED THE SALARY CHANGE. THE TOP FINANCIAL OFFICIAL'S SALARY IS CURRENTLY REVIEWED AND APPROVED BY THE PRESIDENT. THE SAME JAFFE SALARY SURVEY AND CUPA SALARY REPORT IS USED FOR COMPARABLE DATA. THE PERCENTAGE INCREASE IS DOCUMENTED IN AN EMPLOYMENT CONTRACT, BUT NOT IN THE BOARD MEETING MINUTES. | FORM 990, PART VI, SECTION B, LINE 15A | |
| THE UNIVERSITY PROVIDES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS UPON SPECIFIC REQUEST. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 3,687,818. DONATED SERVICES AND USE OF FACILITIES: 18,154. ACTUARIAL GAINS - UNITRUST 84,933. ACTUARIAL LOSSES - ANNUITIES -216,569. TOTAL TO FORM 990, PART XI, LINE 5: 3,574,336. | FORM 990, PART XI, LINE 5: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BENEDICTINE SISTERS OF THE ANNUNCIATION BMC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7520 UNIVERSITY DRIVE | AddressLine1 |
| City | BISMARCK | City |
| State | ND | State |
| ZIP Code | 58504 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 450261530 | EIN |
| Primary Activities | RELIGIOUS PURPOSES | PrimaryActivities |
| Legal Domicile State | ND | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | 170(B)(1)(A)(I) | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |