TRUSTEES OF THE HAMLINE UNIVERSITY OF MINNESOTA: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- TRUSTEES OF THE HAMLINE UNIVERSITY OF MINNESOTA (EIN 41-0693960)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-02-07
- IRS object ID
- 201120389349300702
- Schema version
- 2009v1.7
- 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 C
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-02-07T09:22:08-06:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LARSONALLEN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 SOUTH SIXTH STREET SUITE 300 | AddressLine1 |
| City | MINNEAPOLIS | City |
| State | MN | State |
| ZIP Code | 55402 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 410693960 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRUSTEES OF THE HAMLINE UNIVERSITY OF MINNESOTA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | TRUS | NameControl |
| Phone | 6515232800 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1536 HEWITT AVENUE MS-A1775 | AddressLine1 |
| City | ST PAUL | City |
| State | MN | State |
| ZIP Code | 551041284 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DOUGLAS P ANDERSON | Name |
| Title | VICE PRESIDENT OF FINANCE | Title |
| Phone | 6515232800 | Phone |
| Date Signed | 2011-01-29 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Xiaoyan Luo | Name |
| Phone | 6123764500 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | LINDA N HANSON | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1536 HEWITT AVENUE MS-A1775 | AddressLine1 |
| City | ST PAUL | City |
| State | MN | State |
| ZIP Code | 551041284 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 148485079 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.HAMLINE.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1854 | YearFormation |
| State Legal Domicile | MN | StateLegalDomicile |
| Activity Or Mission Description | HIGHER EDUCATION INSTITUTION - UNDERGRADUATE AND GRADUATE STUDENTS | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 34 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 33 | NbrIndependentVotingMembers |
| Total Nbr Employees | 2695 | TotalNbrEmployees |
| Total Nbr Volunteers | 401 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -15050 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 8678924 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 16127045 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 97139243 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 99299883 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -14518177 | InvestmentIncomePriorYear |
| Investment Income Current Year | 4410281 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 338375 | OtherRevenuePriorYear |
| Other Revenue Current Year | 170520 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 91638365 | TotalRevenuePriorYear |
| Total Revenue Current Year | 120007729 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 24804407 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 26605098 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 54732387 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 57599806 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 292500 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 133375 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 2192874 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 29008653 | OtherExpensePriorYear |
| Other Expenses Current Year | 29052290 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 108837947 | TotalExpensesPriorYear |
| Total Expenses Current Year | 113390569 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -17199582 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 6617160 | RevenuesLessExpensesCY |
| Total Assets BOY | 172322696 | TotalAssetsBOY |
| Total Assets EOY | 183949045 | TotalAssetsEOY |
| Total Liabilities BOY | 57969727 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 57883247 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 114352969 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 126065798 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE MISSION OF THE UNIVERSITY IS TO CREATE A DIVERSE AND COLLABORATIVE COMMUNITY OF LEARNERS DEDICATED TO THE DEVELOPMENT OF STUDENTS' KNOWLEDGE, VALUES, AND SKILLS FOR SUCCESSFUL LIVES OF LEADERSHIP, SCHOLARSHIP AND SERVICE. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 60840290 | Expense |
| Grants | 26605098 | Grants |
| Revenue | 94185202 | Revenue |
| Description | HAMLINE UNIVERSITY IS A NATIONALLY RANKED COMPREHENSIVE UNIVERSITY SERVING 4,900 STUDENTS IN ITS UNDERGRADUATE COLLEGE, SCHOOL OF LAW AND GRADUATE SCHOOLS. IT OFFERS UNDERGRADUATE, MASTERS, DOCTORATE AND PROFESSIONAL DEGREES, AS WELL AS CERTIFICATE AND CONTINUING STUDIES PROGRAMS. FOUNDED IN 1854, HAMLINE WAS THE FIRST INSTITUTION OF HIGHER LEARNING IN MINNESOTA.DURING THE PAST 155 YEARS, HAMLINE HAS ESTABLISHED A NATIONAL REPUTATION FOR ACADEMIC QUALITY, AS WELL AS PROVIDING STUDENTS WITH PERSONAL ATTENTION AND EXCEPTIONAL EXPERIENCES. HAMLINE IS ONE OF ONLY 276 PHI BETA KAPPA INSTITUTIONS IN THE UNITED STATES. AMONG COMPREHENSIVE UNIVERSITIES, U.S. NEWS AND WORLD REPORT RANKS HAMLINE FIRST IN MINNESOTA, ONE OF THE TOP TEN IN THE MIDWEST AND AMONG THE NATION'S LEADING UNIVERSITIES. THE SCHOOL OF LAW'S ALTERNATIVE DISPUTE RESOLUTION PROGRAM IS RANKED SECOND IN THE NATION BY U.S. NEWS AND WORLD REPORT.HAMLINE UNIVERSITY IS RECOGNIZED AS A DIVERSE, LEARNING-CENTERED UNIVERSITY THAT IS ROOTED IN A TRADITION OF LIBERAL ARTS; DYNAMIC AND ACTIVELY INCLUSIVE; LOCALLY ENGAGED AND GLOBALLY CONNECTED. THE UNIVERSITY HAS A STRONG TRADITION OF EXCELLENCE IN TEACHING, RESEARCH, AND SCHOLARSHIP. AMONG ITS LONGSTANDING VALUES ARE COMMITMENTS TO RIGOROUS ACADEMICS; CREATION, DISSEMINATION, AND PRACTICAL APPLICATION OF KNOWLEDGE; MULTICULTURAL COMPETENCIES; THE DEVELOPMENT AND EDUCATION OF THE WHOLE PERSON; AND AN ETHIC OF SOCIAL JUSTICE AND CIVIC RESPONSIBILITY. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 15077742 | Expense |
| Grants | 0 | Grants |
| Revenue | 653472 | Revenue |
| Description | ACADEMIC SUPPORT - ADMINISTRATIVE AND SUPPORT FUNCTIONS, SUCH AS LIBRARIES THAT ARE DIRECTLY RELATED TO INSTRUCTIONAL PROGRAMS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 13076179 | Expense |
| Grants | 0 | Grants |
| Revenue | 330958 | Revenue |
| Description | STUDENT SERVICES - EXPENDITURES OF THOSE OFFICES AND ACTIVITIES WHOSE PRIMARY PURPOSE IS TO CONTRIBUTE TO STUDENTS' WELL-BEING AND DEVELOPMENT. | Description |
Activity Other ActivityOther (2 entries)
| ExpenseExpense | GrantsGrants | RevenueRevenue | DescriptionDescription |
|---|---|---|---|
| 6345322 | 0 | 4130251 | AUXILIARIES - EXPENDITURES FOR STUDENT HOUSING, ETC. |
| 1058578 | 0 | 0 | OTHER PROGRAM SERVICES - EXPENDITURES OF THOSE OFFICES AND ACTIVITIES WHOSE PRIMARY PURPOSE IS TO SUPPORT THE PROGRAM ACTIVITIES OF THE UNIVERSITY. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 7403900 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 4130251 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 96398111 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 1 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 386 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 2695 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | CJ | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Nbr Voting Governing Body Members | 34 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 33 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 1 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | 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 | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DOUGLAS ANDERSON | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6515232203 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1536 HEWITT AVENUE ROOM MS-A1775 | AddressLine1 |
| City | ST PAUL | City |
| State | MN | State |
| ZIP Code | 551041284 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (41 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| LINDA N HANSON | ||||||||
| PRESIDENT | 40.00 | X | X | 414531 | 0 | 82010 | ||
| ROBB PRINCE | ||||||||
| CHAIR | 2.00 | X | X | 0 | 0 | 0 | ||
| KITA MCVAY | ||||||||
| VICE CHAIR | 2.00 | X | X | 0 | 0 | 0 | ||
| Mary K Murray Boyd | ||||||||
| SECRETARY | 2.00 | X | X | 0 | 0 | 0 | ||
| STEVEN J OLSON | ||||||||
| TREASURER | 2.00 | X | X | 0 | 0 | 0 | ||
| JOHN BANOVETZ | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| ANN BENTDAHL | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| ELLIS BULLOCK | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| LAURA CHIN | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| ALLAN R DEBOER | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| BISHOP SALLY DYCK | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| WINSTON FOLKERS | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| JEANNE M Forneris | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| JOAN L GARDNER | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| JOSEPH P GRABA | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| CINDY GREGERSON | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| JEFFREY HAMLET | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| BRENDA EDMONDSON HEIM | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| RICHARD HOEL | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| CHARLES H JOHNSON | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| GLORIA H KAULS | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| ROBERT C KLAS JR | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| MICHAEL S LAFONTAINE | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| KENT T LARSON | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| GWEN M LERNER | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| BARBARA K LUPIENT | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| RICHARD MACK | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| KATHERINE AUSTIN MAHLE | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| WILLIAM MANNING | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| DAVID M PETROCCHI | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| JOEL PORTICE | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| BRUCE ROBBINS | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| MARY SCHROCK | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| RICARDO PAUL VALLEJOS | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| DOUGLAS ANDERSON | ||||||||
| VICE PRESIDENT - FINANCE | 40.00 | X | 175494 | 0 | 22380 | |||
| DAVID STERN | ||||||||
| VP - ACADEMIC AFFAIRS | 40.00 | 210811 | 0 | 30867 | X | |||
| DONALD LEWIS | ||||||||
| DEAN & PROFESSOR | 40.00 | 244146 | 0 | 34301 | X | |||
| DANIEL LORITZ | ||||||||
| SENIOR FUND DVPMT DIR | 40.00 | 184433 | 0 | 23171 | X | |||
| JULIAN SCHUSTER | ||||||||
| DEAN & PROFESSOR | 40.00 | 183335 | 0 | 18319 | X | |||
| LARRY BAKKEN | ||||||||
| PROFESSOR | 40.00 | 164368 | 0 | 27113 | X | |||
| MARIE FAILINGER | ||||||||
| PROFESSOR | 40.00 | 159258 | 0 | 21262 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1736376 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 259423 | TotalOtherCompensation |
| Number Individuals GT100 K | 55 | 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 |
|---|---|---|---|---|---|
| Aramark Campus Services Inc | |||||
| 1536 Hewitt Avenue | Saint Paul | MN | 55104 | Food service | 2705397 |
| ABM Janitorial North Central | |||||
| 75 Remittance Dr 3048 | Chicago | IL | 60675 | Janitorial | 1575348 |
| McGough Construction | |||||
| 2737 Fairview Ave N | St Paul | MN | 551131307 | Construction | 1050552 |
| EIIA | |||||
| 200 S WACKER DR 1000 | CHICAGO | IL | 60606 | INSURANCE | 786694 |
| IKON IMS | |||||
| PO Box 9115 | Macon | GA | 312089115 | Copier service | 582566 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 27 | NumberOfContractorsGT100K |
| Fundraising Events | 65886 | FundraisingEvents |
| Government Grants | 3118850 | GovernmentGrants |
| All Other Contributions | 12942309 | AllOtherContributions |
| Noncash Contributions | 614078 | NoncashContributions |
| Total Contributions | 16127045 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION AND FEES | 611600 | 94185202 | 94185202 |
| AUXILIARY ENTERPRISES | 611600 | 4130251 | 4130251 |
| SALES AND SERVICES | 611600 | 635613 | 635613 |
| OTHER PROGRAM REVENUES | 611600 | 348817 | 348817 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 99299883 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1894517 | TotalRevenueColumn |
| Exclusion | $1,894,517 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 154496 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 154496 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 154496 | TotalRevenueColumn |
| Exclusion | $154,496 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 27921221 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 25401916 | Securities |
| Other | 3541 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2519305 | Securities |
| Other | -3541 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2515764 | TotalRevenueColumn |
| Exclusion | $2,515,764 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 25874 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 65886 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 62456 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -36582 | TotalRevenueColumn |
| Exclusion | -$36,582 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 3062043 | GrossSalesOfInventory |
| Cost Of Goods Sold | 3009437 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 52606 | TotalRevenueColumn |
| Related Or Exempt Function Income | 52606 | RelatedOrExemptFunctionIncome |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 120007729 | TotalRevenueColumn |
| Related Or Exempt Function Income | 99352489 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $4,528,195 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26005563 | Total |
| Program Services | 26005563 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 599535 | Total |
| Program Services | 599535 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 890944 | Total |
| Management And General | 890944 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45045220 | Total |
| Program Services | 36833772 | ProgramServices |
| Management And General | 7057175 | ManagementAndGeneral |
| Fundraising | 1154273 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2634164 | Total |
| Program Services | 2153973 | ProgramServices |
| Management And General | 412691 | ManagementAndGeneral |
| Fundraising | 67500 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6047329 | Total |
| Program Services | 4944307 | ProgramServices |
| Management And General | 947584 | ManagementAndGeneral |
| Fundraising | 155438 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2982149 | Total |
| Program Services | 2438522 | ProgramServices |
| Management And General | 467210 | ManagementAndGeneral |
| Fundraising | 76417 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 117891 | Total |
| Program Services | 117891 | ProgramServices |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 128968 | Total |
| Program Services | 382 | ProgramServices |
| Management And General | 128586 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 87753 | Total |
| Management And General | 87753 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 914 | Total |
| Management And General | 457 | ManagementAndGeneral |
| Fundraising | 457 | Fundraising |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 133375 | Total |
| Fundraising | 133375 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 468632 | Total |
| Program Services | 2500 | ProgramServices |
| Management And General | 466132 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1951738 | Total |
| Program Services | 1354642 | ProgramServices |
| Management And General | 501156 | ManagementAndGeneral |
| Fundraising | 95940 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1834657 | Total |
| Program Services | 1195469 | ProgramServices |
| Management And General | 490546 | ManagementAndGeneral |
| Fundraising | 148642 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3421239 | Total |
| Program Services | 2802988 | ProgramServices |
| Management And General | 531272 | ManagementAndGeneral |
| Fundraising | 86979 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 944891 | Total |
| Program Services | 348808 | ProgramServices |
| Management And General | 596083 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1038 | Total |
| Program Services | 1038 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5512359 | Total |
| Program Services | 5489624 | ProgramServices |
| Management And General | 21962 | ManagementAndGeneral |
| Fundraising | 773 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2830471 | Total |
| Program Services | 2633949 | ProgramServices |
| Management And General | 157887 | ManagementAndGeneral |
| Fundraising | 38635 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1102983 | Total |
| Program Services | 653663 | ProgramServices |
| Management And General | 385403 | ManagementAndGeneral |
| Fundraising | 63917 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1253655 | Total |
| Program Services | 1185958 | ProgramServices |
| Management And General | 58730 | ManagementAndGeneral |
| Fundraising | 8967 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6658972 | Total |
| Program Services | 6343297 | ProgramServices |
| Management And General | 273860 | ManagementAndGeneral |
| Fundraising | 41815 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 580304 | Total |
| Program Services | 225119 | ProgramServices |
| Management And General | 355185 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| BAD DEBT EXPENSE | 563830 | 1562 | 465268 | 97000 |
| PROGRAM EXPENSE | 448837 | 263281 | 185486 | 70 |
| BANK & CREDIT CARD FEES | 258158 | 564 | 257594 | |
| PROGRAM DEVELOPMENT | 118634 | 118435 | 199 | |
| SUPPORT TO OTHER ORGANI | 70430 | 64446 | 5984 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 695936 | Total |
| Program Services | 618823 | ProgramServices |
| Management And General | 54437 | ManagementAndGeneral |
| Fundraising | 22676 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 113390569 | Total |
| Program Services | 96398111 | ProgramServices |
| Management And General | 14799584 | ManagementAndGeneral |
| Fundraising | 2192874 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -1 | BOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9963763 | BOY |
| EOY | 12037697 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6011887 | BOY |
| EOY | 9576477 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3712317 | BOY |
| EOY | 4259536 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 171125 | BOY |
| EOY | 223193 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 693998 | BOY |
| EOY | 620519 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 166767760 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 87402854 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 79693831 | BOY |
| EOY | 79364906 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43965953 | BOY |
| EOY | 50746150 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18378956 | BOY |
| EOY | 17431670 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8310330 | BOY |
| EOY | 8208190 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1420537 | BOY |
| EOY | 1480707 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 172322696 | BOY |
| EOY | 183949045 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12146214 | BOY |
| EOY | 11767581 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8619067 | BOY |
| EOY | 8721131 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3842900 | BOY |
| EOY | 4365506 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23530000 | BOY |
| EOY | 30545143 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7671352 | BOY |
| EOY | 300000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2160194 | BOY |
| EOY | 2183886 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 57969727 | BOY |
| EOY | 57883247 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 46188550 | BOY |
| EOY | 48870307 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11663269 | BOY |
| EOY | 17194547 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 56501150 | BOY |
| EOY | 60000944 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 114352969 | BOY |
| EOY | 126065798 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 172322696 | BOY |
| EOY | 183949045 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | 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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | Volunteers |
| Paid Staff Or Management | 0 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 0 | MailingsMembers |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 0 | GrantsOtherOrganizations |
| Direct Contact Legislators | 1 | DirectContactLegislators |
| Direct Contact Legislators | $8,000 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 0 | OtherActivities |
| Total Lobbying Expenditures IIB | 8000 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Part II-B, Line 1i: | Identifier |
| Return Reference | Explanation of Other Lobbying Activities: | ReturnReference |
| Explanation | the organization engaged a firm to assist in legislative activities that affect the university. | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 58581182 | BeginningOfYearBalance |
| Contributions | 3185588 | Contributions |
| Investment Earnings Or Losses | 7942168 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1352082 | GrantsOrScholarships |
| Other Expenditures | 1096524 | OtherExpenditures |
| Administrative Expenses | 719970 | AdministrativeExpenses |
| End Of Year Balance | 66540362 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 75040376 | BeginningOfYearBalance |
| Contributions | 1325758 | Contributions |
| Investment Earnings Or Losses | -14109366 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1438404 | GrantsOrScholarships |
| Other Expenditures | 1852718 | OtherExpenditures |
| Administrative Expenses | 384464 | AdministrativeExpenses |
| End Of Year Balance | 58581182 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.07210 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.86120 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.06670 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2926280 | OtherCostOrOtherBasis |
| Book Value | 2926280 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 100346063 | OtherCostOrOtherBasis |
| Depreciation | 46387656 | Depreciation |
| Book Value | 53958407 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 7964041 | OtherCostOrOtherBasis |
| Depreciation | 4546401 | Depreciation |
| Book Value | 3417640 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 35582472 | OtherCostOrOtherBasis |
| Depreciation | 25747164 | Depreciation |
| Book Value | 9835308 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 19948904 | OtherCostOrOtherBasis |
| Depreciation | 10721633 | Depreciation |
| Book Value | 9227271 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 79364906 | TotalOfBookValueLandBuildings |
Financial Derivatives FinancialDerivatives
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 2200551 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
Closely Held Equity Interests CloselyHeldEquityInterests
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 6304041 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | HEDGE FUNDS | Description |
| Book Value | 8927078 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 17431670 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ANNUITIES & UNITRUSTS PAYABLE | Description |
| Amount | $2,183,886 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 2183886 | TotalOfAmounts |
| Total Revenue | 120007729 | TotalRevenue |
| Total Expenses | 113390569 | TotalExpenses |
| Excess Or Deficit For Year | 6617160 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 4123020 | NetUnrealizedGLOnInvestments |
| Other | $972,649 | OtherAmount |
| Total Adjustments | 5095669 | TotalAdjustments |
| Excess Or Deficit Per FS | 11712829 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 96558175 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 4123020 | NetUnrealizedGainsInvestments |
| Other Revenues | 7216659 | OtherRevenues |
| Revenue Not Rptd F990 | 11339679 | RevenueNotRptdF990 |
| Revenue Subtotal | 85218496 | RevenueSubtotal |
| Investment Expenses Not Included | 433217 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 34356016 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 34789233 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 120007729 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 87435544 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 3075434 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 3075434 | ExpensesNotRptdF990 |
| Expenses Subtotal | 84360110 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 433217 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 28597242 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 29030459 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 113390569 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (8 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| Part III, Line 1a: | THE UNIVERSITY'S COLLECTIONS, WHICH WERE ACQUIRED THROUGH PURCHASES AND CONTRIBUTIONS SINCE THE UNIVERSITY'S INCEPTION, ARE NOT RECOGNIZED AS ASSETS ON THE BALANCE SHEET. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN UNRESTRICTED NET ASSETS IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED OR AS TEMPORARILY RESTRICTED NET ASSETS IF THE ASSETS USED TO PURCHASE THE ITEMS ARE RESTRICTED BY DONORS. CONTRIBUTED COLLECTION ITEMS ARE NOT REFLECTED ON THE FINANCIAL STATEMENTS. PROCEEDS FROM DE-ACCESSIONS OR INSURANCE RECOVERIES ARE REFLECTED AS INCREASES IN THE APPROPRIATE NET ASSET CLASSES. THE UNIVERSITY'S COLLECTIONS ARE MADE UP OF POTTERY, PRINTS, MUSICAL INSTRUMENTS, AND PAINTINGS THAT ARE HELD FOR EDUCATIONAL AND PERFORMANCE PURPOSES. EACH OF THE ITEMS IS CATALOGED, PRESERVED AND CARED FOR, AND ACTIVITIES VERIFYING THEIR EXISTENCE AND ASSESSING THEIR CONDITION ARE PERFORMED CONTINUOUSLY. | |
| Part III, Line 4: | THE UNIVERSITY'S COLLECTIONS ARE MADE UP OF POTTERY, PRINTS, MUSICAL INSTRUMENTS, AND PAINTINGS THAT ARE HELD FOR EDUCATIONAL AND PERFORMANCE PURPOSES. EACH OF THE ITEMS IS CATALOGED, PRESERVED AND CARED FOR, AND ACTIVITIES VERIFYING THEIR EXISTENCE AND ASSESSING THEIR CONDITION ARE PERFORMED CONTINUOUSLY. | |
| Part V, Line 4: | THE INTENDED USES OF THE ENDOWMENT FUNDS ARE TO ESTABLISH A SCHOLARSHIP OR PRIZE, TO CREATE A CHAIR IN A SPECIFIC ACADEMIC AREA, TO FUND A PARTICULAR RESEARCH PROGRAM, TO FUND OTHER PROGRAMS SUCH AS PROFESSORSHIPS, FELLOWSHIPS, LIBRARY, BUILDINGS, EQUIPMENT AND LECTURES, AND DISCRETIONARY USE BY THE PRESIDENT (UNRESTRICTED). | Description of Intended Use of Endowment Funds: |
| Part XI, Line 8 - Other Adjustments: | CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS: 972649. | |
| Part XII, Line 2d - Other Adjustments: | APPROPRIATION OF ENDOWMENT ASSETS FOR EXPENDITURE: 3168576. COST OF SALES AUXILIARIES: 3009437. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS: 972649. FUNDRAISING EVENT EXPENSES: 62456. LOSS ON ASSET DISPOSAL: 3541. | |
| Part XII, Line 4b - Other Adjustments: | student AID: 26537098. INVESTMENT INCOME: 7713509. interest rate swap: 105409. | |
| Part XIII, Line 2d - Other Adjustments: | COST OF SALES -- AUXILIARIES: 3009437. FUNDRAISING EVENT EXPENSES: 62456. LOSS ON ASSET DISPOSAL: 3541. | |
| Part XIII, Line 4b - Other Adjustments: | STUDENT AID: 26537098. RESTRUCTURING COSTS: 1684496. BOARD DESIGNATED UNRESTRICTED SPENDING: 270239. interest rate swap: 105409. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Pub Via Broadcast Media Expln | HAMLINE UNIVERSITY PUBLICIZES ITS RACIALLY NONDISCRIMINATORY POLICY IN ALL MAJOR PUBLICATIONS, INCLUDING THOSE RELATED TO ADMISSION AND STUDENT SERVICES, HAMLINE MAGAZINE, AND THE ANNUAL REPORT, AS WELL AS ON THE UNIVERSITY WEBSITE. | PubViaBroadcastMediaExpln |
| 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 |
| Govt Financial Aid Explanation | THE UNIVERSITY RECEIVES FEDERAL AND STATE FUNDING. | GovtFinancialAidExplanation |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 1 | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (10 entries)
| RegionRegion | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|
| Central America and the Caribbean | PROGRAM SERVICES | STUDY ABROAD PROGRAM | 38970 |
| Europe (Including Iceland & Greenland) | PROGRAM SERVICES | STUDY ABROAD PROGRAM, STUDENT ACTIVITIES & PROGRAM DEVELOPMENT | 991577 |
| Middle East and North Africa | PROGRAM SERVICES | STUDY ABROAD PROGRAM & FACULTY DEVELOPMENT | 53815 |
| South America | PROGRAM SERVICES | STUDY ABROAD PROGRAM & FACULTY DEVELOPMENT | 78633 |
| South Asia | PROGRAM SERVICES | RECRUITMENT | 3120 |
| East Asia and the Pacific | PROGRAM SERVICES | STUDY ABROAD PROGRAM, FACULTY DEVELOPMENT & RECRUITING | 414520 |
| Sub-Saharan Africa | PROGRAM SERVICES | FACULTY DEVELOPMENT | 69642 |
| Russia & the Newly Independent States | PROGRAM SERVICES | FACULTY DEVELOPMENT | 571 |
| North America | PROGRAM SERVICES | FACULTY DEVELOPMENT | 1601 |
| Central America and the Caribbean | INVESTMENTS | 21601121 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Total Amount Spent | 23253570 | TotalAmountSpent |
Grants To Ind Outside US GrantsToIndOutsideUS (9 entries)
| Type Of AssistanceTypeOfAssistance | RegionRegion | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement |
|---|---|---|---|---|
| EDUCATIONAL FINANCIAL ASSISTANCE | South America | 5 | 73350 | DISBURSEMENT ON STUDENT ACCOUNT |
| EDUCATIONAL FINANCIAL ASSISTANCE | Central America and the Caribbean | 4 | 53000 | DISBURSEMENT ON STUDENT ACCOUNT |
| EDUCATIONAL FINANCIAL ASSISTANCE | East Asia and the Pacific | 34 | 289300 | DISBURSEMENT ON STUDENT ACCOUNT |
| EDUCATIONAL FINANCIAL ASSISTANCE | Europe (Including Iceland & Greenland) | 1 | 15000 | DISBURSEMENT ON STUDENT ACCOUNT |
| EDUCATIONAL FINANCIAL ASSISTANCE | Sub-Saharan Africa | 6 | 66163 | DISBURSEMENT ON STUDENT ACCOUNT |
| EDUCATIONAL FINANCIAL ASSISTANCE | South Asia | 3 | 38500 | DISBURSEMENT ON STUDENT ACCOUNT |
| EDUCATIONAL FINANCIAL ASSISTANCE | North America | 2 | 17500 | DISBURSEMENT ON STUDENT ACCOUNT |
| EDUCATIONAL FINANCIAL ASSISTANCE | Middle East and North Africa | 2 | 27250 | DISBURSEMENT ON STUDENT ACCOUNT |
| EDUCATIONAL FINANCIAL ASSISTANCE | Russia & the Newly Independent States | 1 | 19472 | DISBURSEMENT ON STUDENT ACCOUNT |
Form990 Schedule F Part IV Form990ScheduleFPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants Outside the U.S.: | Identifier |
| Explanation | Schedule F, Part I, Line 2: HAMLINE DOES MONITOR ACADEMIC ACHIEVEMENT OF RECIPIENTS FOR THE PURPOSE OF QUALIFICATION FOR ASSISTANCE. | Explanation |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY COUNSELING SERVICE CO LLC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | CAMPAIGN CONSULTING | Activity |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFunds |
| Gross Receipts | 0 | GrossReceipts |
| Amount Retained By Contractor | 160000 | AmountRetainedByContractor |
| Net To Organization | -160000 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | 160000 | TotalRetainedByContractors |
| Total Net To Organization | -160000 | TotalNetToOrganization |
| Licensed States | MN | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | LAW DEAN'S DINNER | NameOfEvent1 |
| Gross Receipts Event1 | 53800 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 45600 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 8200 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 2575 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 12732 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 19725 | OtherDirectExpensesEvent1 |
| Name Of Event2 | PAA GOLF CLASSIC | NameOfEvent2 |
| Gross Receipts Event2 | 13919 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 2093 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 11826 | GrossRevenueEvent2 |
| Non Cash Prizes Event2 | 360 | NonCashPrizesEvent2 |
| Rent Facility Costs Event2 | 2301 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 5315 | FoodAndBeverageEvent2 |
| Other Direct Expenses Event2 | 13 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 2 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 24041 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 18193 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 5848 | GrossRevenueOtherEvents |
| Rent Facility Costs Other Events | 17139 | RentFacilityCostsOtherEvents |
| Food And Beverage Other Events | 86 | FoodAndBeverageOtherEvents |
| Other Direct Expenses Other Events | 2210 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 91760 | GrossReceiptsTotal |
| Charitable Contributions Total | 65886 | CharitableContributionsTotal |
| Gross Revenue Total Events | 25874 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 360 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 22015 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 18133 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 21948 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 62456 | DirectExpenseSummaryEvents |
| Net Income Summary | -36582 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| EDUCATIONAL FINANCIAL ASSISTANCE | 2427 | 25937563 |
| COMPETITION AWARDS | 6 | 68000 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants in the U.S.: | Identifier |
| Return Reference | Part I, Line 2: | ReturnReference |
| Explanation | Schedule I, Part I, Line 2: HAMLINE FOLLOWS THE FEDERAL REGULATIONS ON AWARDING ANY GRANT FUNDS. THERE IS AN ANNUAL AUDIT TO ENSURE COMPLIANCE WITH THESE REGULATIONS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | X | FirstClassOrCharterTravel |
| Travel For Companions | X | TravelForCompanions |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| 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 | 1 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (8 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LINDA N HANSON | |||||||||||||
| 295941 | 0 | 88500 | 0 | 30090 | 0 | 24500 | 0 | 57510 | 0 | 496541 | 0 | 0 | 0 |
| DOUGLAS ANDERSON | |||||||||||||
| 175494 | 0 | 0 | 0 | 0 | 0 | 16845 | 0 | 5535 | 0 | 197874 | 0 | 0 | 0 |
| DAVID STERN | |||||||||||||
| 210811 | 0 | 0 | 0 | 0 | 0 | 20803 | 0 | 10064 | 0 | 241678 | 0 | 0 | 0 |
| DONALD LEWIS | |||||||||||||
| 244146 | 0 | 0 | 0 | 0 | 0 | 23958 | 0 | 10343 | 0 | 278447 | 0 | 0 | 0 |
| DANIEL LORITZ | |||||||||||||
| 184433 | 0 | 0 | 0 | 0 | 0 | 16924 | 0 | 6247 | 0 | 207604 | 0 | 0 | 0 |
| JULIAN SCHUSTER | |||||||||||||
| 182549 | 0 | 0 | 0 | 786 | 0 | 16495 | 0 | 1824 | 0 | 201654 | 0 | 0 | 0 |
| LARRY BAKKEN | |||||||||||||
| 164368 | 0 | 0 | 0 | 0 | 0 | 12305 | 0 | 14808 | 0 | 191481 | 0 | 0 | 0 |
| MARIE FAILINGER | |||||||||||||
| 159258 | 0 | 0 | 0 | 0 | 0 | 15223 | 0 | 6039 | 0 | 180520 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| Part I, Line 1a | LINDA HANSON -- FIRST CLASS TRAVEL -- $20,452 -- NOT INCLUDIBLE IN TAXABLE COMPENSATION. LINDA HANSON -- RESIDENCE FOR PERSONAL USE -- $48,000 -- NOT INCLUDIBLE IN TAXABLE COMPENSATION. LINDA HANSON -- SOCIAL CLUB DUES -- $5,226 -- NOT INCLUDIBLE IN TAXABLE COMPENSATION. LINDA HANSON -- TRAVEL FOR COMPANIONS -- $15,099 -- NOT INCLUDIBLE IN TAXABLE COMPENSATION. |
| Part I, Line 7 | THE ORGANIZATION HAS AN INCENTIVE PROGRAM WHEREIN THE BOARD OF TRUSTEES MAY PROVIDE FOR A BONUS POOL TO BE ALLOCATED AMONG EMPLOYEES SHOULD CERTAIN OPERATIONAL TARGETS BE MET. IN ADDITION, THE PRESIDENT OF THE ORGANIZATION HAS A PROVISION WRITTEN INTO HER CONTRACT WHICH PROVIDES FOR A NON-FIXED PAYMENT. ALL AMOUNTS REPORTED IN SCHEDULE J PART II COLUMN (B)(II) BONUS & INCENTIVE COMPENSATION REFLECT PAYMENTS UNDER THIS PROVISION. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer |
|---|---|---|---|---|---|---|
| MN HIGHER EDUCATION FACILITIES AUTHORITY | ||||||
| 410988525 | 60416HEP5 | 2005-06-30 | 9580000 | REFUND OF PRIOR BOND | 0 | 0 |
| MN HIGHER EDUCATION FACILITIES AUTHORITY | ||||||
| 410988525 | 60416HEQ3 | 2005-06-30 | 8580000 | FINANCE CONSTRUCTION & REFINANCE A LOAN | 0 | 0 |
| MN HIGHER EDUCATION FACILITIES AUTHORITY | ||||||
| 410988525 | 60416HHT4 | 2006-08-24 | 2195000 | REFUND OF PRIOR BOND | 0 | 0 |
| MN HIGHER EDUCATION FACILITIES AUTHORITY | ||||||
| 410988525 | 60416HRM8 | 2010-06-28 | 14890000 | REFUND OF PRIOR BOND & REFINANCE A LOAN | 0 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)
| Total ProceedsTotalProceeds | Amount DefeasedAmountDefeased | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind | Capital ExpendituresCapitalExpenditures | Amount In Reserve FundAmountInReserveFund |
|---|---|---|---|---|---|---|---|---|---|
| 10777873 | 10625408 | 152465 | 2005 | 0 | 1 | 1 | 1 | ||
| 8580000 | 118935 | 2006 | 0 | 0 | 1 | 1 | 6830000 | ||
| 2810890 | 2749360 | 61530 | 2006 | 1 | 0 | 1 | 1 | ||
| 15500882 | 6644247 | 130000 | 1 | 0 | 1 | 1 | 1426635 |
Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Bond Counsel Routinely EngagedBondCounselRoutinelyEngaged | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|---|
| 0 | 0 | 0 | 0 | 0 | 1 |
| 0 | 0 | 0 | 0 | 0 | 1 |
| 0 | 0 | 0 | 0 | 0 | 1 |
| 0 | 0 | 0 | 0 | 0 | 1 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate | Term Of HedgeTermOfHedge |
|---|---|---|---|---|---|---|
| (no name) | ||||||
| 0 | 1 | 0 | 0 | 0 | 0 | |
| (no name) | ||||||
| 0 | 1 | 0 | 0 | 0 | 0 | |
| RBC DAIN | ||||||
| 0 | 1 | 1 | 0 | 0 | 0 | 6.000000000000 |
| (no name) | ||||||
| 0 | 0 | 0 | 0 | 0 | 0 | |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | THOMAS MCGOUGH SR | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | LIFE TRUSTEE | Relationship |
| Amount Of Transaction | 471545 | AmountOfTransaction |
| Description Of Transaction | CONSTRUCTION SERVICES PROVIDED BY MCGOUGH CONSTRUCTION | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 17 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 614078 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | STOCK MARKET | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Form 990, Part VI, Section A, line 1 | Form 990, Part VI, Section A, line 1: THE BOARD OF TRUSTEES DOES HAVE AN EXECUTIVE COMMITTEE, ALL OF WHOM ARE VOTING TRUSTEES. THE COMMITTEE CONSISTS OF THE CHAIR, VICE CHAIR, SECRETARY AND TREASURER OF THE BOARD OF TRUSTEES, ALONG WITH THE CHAIRS OF ALL BOARD STANDING COMMITTEES. IN ADDITION, ONE OR TWO TRUSTEES MAY SERVE IN AT-LARGE POSITIONS ON THE COMMITTEE. THE PURPOSE OF THE EXECUTIVE COMMITTEE IS TO HELP THE PRESIDENT ADDRESS BUSINESS BETWEEN REGULAR BOARD MEETINGS AND ASSIST THE CHAIR AND PRESIDENT WITH THEIR JOINT RESPONSIBILITY TO HELP THE BOARD FUNCTION EFFECTIVELY AND EFFICIENTLY BY SUGGESTING BOARD MEETING AGENDA ITEMS AND PERIODICALLY ASSESSING THE QUALITY OF COMMITTEE WORK. THE EXECUTIVE COMMITTEE HAS AUTHORITY TO ACT FOR THE BOARD OF TRUSTEES ON ALL MATTERS EXCEPT THE FOLLOWING: PRESIDENTIAL SELECTION AND TERMINATION; TRUSTEE AND BOARD-OFFICER ELECTION; CHANGES IN INSTITUTIONAL MISSION AND PURPOSES; AMENDMENTS TO THE ARTICLES OF INCORPORATION; INCURRING OF CORPORATE INDEBTEDNESS; SALE OF UNIVERSITY ASSETS OR TANGIBLE PROPERTY; ADOPTION OF THE ANNUAL BUDGET; AND CONFERRAL OF DEGREES. IN ADDITION, THE COMMITTEE HAS THE AUTHORITY TO TAKE ACTION ON EMERGENCY MATTERS THAT CANNOT OR SHOULD NOT BE DEFERRED TO THE BOARD'S NEXT SCHEDULED MEETING AND THE COMMITTEE OVERSEES THE WORK OF BOARD COMMITTEES, AND THE UNIVERSITY PLANNING PROCESS AND PROGRESS ON PLANNING GOALS. |
| Form 990, Part VI, Section A, line 4 | THE UNIVERSITY'S BYLAWS WERE AMENDED IN FEBRUARY 2010 TO MAKE THE FOLLOWING SIGNIFICANT CHANGE: A TRUSTEE'S SECOND TERM MAY BE EXTENDED FOR ONE YEAR IF RECOMMENDED BY THE TRUSTEESHIP COMMITTEE AND APPROVED BY A MAJORITY OF THE TRUSTEES. |
| Form 990, Part VI, Section A, line 7a | THE TRUSTEES OF HAMLINE UNIVERSITY ARE APPOINTED BY THE MINNESOTA ANNUAL CONFERENCE OF THE UNITED METHODIST CHURCH. THE PRESIDENT OF THE UNIVERSITY AND THE BISHOP OF THE CONFERENCE ARE EX OFFICIO TRUSTEES WITH FULL VOTING POWERS. |
| Form 990, Part VI, Section B, line 11 | THE FORM 990 WAS REVIEWED BY MANAGEMENT AND AUDIT COMMITTEE AND PROVIDED TO THE BOARD OF DIRECTORS PRIOR TO BEING FILED WITH THE IRS. |
| Form 990, Part VI, Section B, line 12c | THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES IS RESPONSIBLE FOR MONITORING AND RESPONDING TO CONFLICTS OF INTEREST. AN INDIVIDUAL WITH A CONFLICT IS REQUIRED TO ABSTAIN FROM DISCUSSIONS AND VOTING ON THE ISSUE. |
| Form 990, Part VI, Section B, line 15 | The determination of compensation for the individuals identified included review and approval by independent persons, review of comparability data and contemporaneous substantiation of the deliberation and decision. |
| Form 990, Part VI, Section C, line 19 | HAMLINE UNIVERSITY'S GOVERNING DOCUMENTS ARE AVAILABLE AT THE MINNESOTA SECRETARY OF STATE'S OFFICE. HAMLINE UNIVERSITY'S FINANCIAL STATEMENTS ARE AVAILABLE ON ITS WEBSITE. HAMLINE UNIVERSITY'S CONFLICT OF INTEREST POLICY IS NOT OPEN TO THE PUBLIC. |
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