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Nonprofiteer
← ST CATHERINE UNIVERSITY

Form 990 for tax year 2023

Filed by ST CATHERINE UNIVERSITY.

Totals

Total revenue
$147,558,941
Total expenses
$146,778,433
Contributions and grants received
$15,375,160
Grants paid
$42,139,844
Program service revenue
$114,165,526
Investment income
$16,996,158
Other revenue
$1,022,097
Total assets, end of year
$375,927,006
Total liabilities, end of year
$119,568,472
Net assets or fund balances, end of year
$256,358,534
Program services expenses (Part IX)
$124,201,377
Management and general expenses
$20,290,004
Fundraising expenses
$2,287,052
Program service expenses (Part III)
$124,201,377

Program services were 84.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $12,376

  • 1d · Related organizations

    $54,140

  • 1e · Government grants (contributions)

    $3,252,230

  • 1f · All other contributions, gifts and grants

    $12,056,414

  • 1g · Noncash contributions included above

    $1,304,379

  • 2a · Program service revenue: TUITION

    total $105,959,179 · related or exempt $105,959,179

  • 2b · Program service revenue: AUXILIARY SERVICES

    total $7,828,288 · related or exempt $7,828,288

  • 2c · Program service revenue: FINANCE FEES

    total $234,786 · related or exempt $234,786

  • 2d · Program service revenue: FEES & DEPOSITS

    total $71,752 · related or exempt $71,752

  • 2e · Program service revenue: FITNESS CENTER

    total $71,521 · related or exempt $71,521

  • 3 · Investment income

    total $5,707,057 · excluded $5,707,057

  • 6a · Gross rents

    real property $317,959

  • 6b · Less rental expenses

    real property $190,411

  • 6c · Rental income or loss

    real property $127,548

  • 6d · Net rental income or loss

    total $127,548 · unrelated business -$84,818 · excluded $212,366

  • 7a · Gross sales of assets other than inventory

    securities $112,324,466

  • 7b · Less cost or other basis and sales expenses

    securities $101,035,365

  • 7c · Gain or loss

    securities $11,289,101

  • 7d · Net gain or loss

    total $11,289,101 · excluded $11,289,101

  • 8a · Fundraising events: gross income

    $47,699

  • 8a · Fundraising events: contributions included on line 1c

    $12,376

  • 8b · Fundraising events: direct expenses

    $13,501

  • 8c · Net income from fundraising events

    total $34,198 · excluded $34,198

  • 11a · Other revenue: MISCELLANEOUS REVENUE

    total $630,003 · excluded $630,003

  • 11b · Other revenue: MEDICAL FEES

    total $116,059 · excluded $116,059

  • 11c · Other revenue: OTA CONTRACT

    total $114,289 · excluded $114,289

  • 11e · Other revenue, total

    $860,351

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $41,912,179 · program services $41,912,179

  • 3 · Grants to foreign organizations and individuals

    total $227,665 · program services $227,665

  • 5 · Compensation of officers, directors and key employees

    total $1,485,277 · program services $521,643 · management and general $905,673 · fundraising $57,961

  • 7 · Other salaries and wages

    total $48,501,743 · program services $42,459,931 · management and general $4,705,637 · fundraising $1,336,175

  • 8 · Pension plan contributions

    total $1,832,874 · program services $1,582,609 · management and general $198,980 · fundraising $51,285

  • 9 · Other employee benefits

    total $6,554,266 · program services $5,571,443 · management and general $795,757 · fundraising $187,066

  • 10 · Payroll taxes

    total $3,571,472 · program services $2,086,116 · management and general $1,353,838 · fundraising $131,518

  • 11a · Fees: management

    total $5,148,196 · program services $4,753,122 · management and general $385,183 · fundraising $9,891

  • 11b · Fees: legal

    total $665,332 · management and general $665,332

  • 11c · Fees: accounting

    total $184,929 · management and general $184,929

  • 11d · Fees: lobbying

    total $174,241 · management and general $174,241

  • 11f · Fees: investment management

    total $447,004 · management and general $447,004

  • 11g · Fees: other

    total $6,622,879 · program services $6,440,781 · management and general $99,876 · fundraising $82,222

  • 12 · Advertising and promotion

    total $2,480,303 · program services $426,995 · management and general $2,014,062 · fundraising $39,246

  • 13 · Office expenses

    total $5,943,880 · program services $3,590,127 · management and general $2,148,735 · fundraising $205,018

  • 14 · Information technology

    total $3,741,993 · program services $1,994,261 · management and general $1,723,808 · fundraising $23,924

  • 16 · Occupancy

    total $1,819,667 · program services $673,970 · management and general $1,144,647 · fundraising $1,050

  • 17 · Travel

    total $841,563 · program services $702,552 · management and general $28,545 · fundraising $110,466

  • 19 · Conferences, conventions and meetings

    total $347,836 · program services $215,288 · management and general $95,539 · fundraising $37,009

  • 20 · Interest

    total $4,117,995 · program services $3,979,338 · management and general $138,657

  • 22 · Depreciation, depletion and amortization

    total $4,785,669 · program services $4,513,364 · management and general $272,305

  • 23 · Insurance

    total $1,108,607 · program services $10,083 · management and general $1,098,524

  • 24a · Other expenses: MISCELLANEOUS EXPENSES

    total $1,709,186 · program services $1,621,561 · management and general $77,269 · fundraising $10,356

  • 24b · Other expenses: REPAIRS & MAINTENANCE

    total $1,704,240 · program services $635,011 · management and general $1,065,629 · fundraising $3,600

  • 24c · Other expenses: MEMBERSHIPS/DUES

    total $438,948 · program services $283,338 · management and general $155,345 · fundraising $265

  • 24d · Other expenses: BAD DEBT EXPENSE

    total $410,489 · management and general $410,489

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $3,080,622 · end of year $5,066,766

  • 3 · Pledges and grants receivable

    beginning of year $2,730,226 · end of year $3,174,900

  • 4 · Accounts receivable

    beginning of year $4,383,051 · end of year $5,148,756

  • 8 · Inventories for sale or use

    beginning of year $160,435 · end of year $161,095

  • 9 · Prepaid expenses and deferred charges

    beginning of year $820,640 · end of year $788,315

  • 10a · Land, buildings and equipment: cost or other basis

    $198,925,980

  • 10b · Land, buildings and equipment: accumulated depreciation

    $96,382,822

  • 10c · Land, buildings and equipment, net

    beginning of year $83,535,164 · end of year $102,543,158

  • 11 · Investments: publicly traded securities

    beginning of year $228,931,015 · end of year $244,581,284

  • 12 · Investments: other securities

    beginning of year $4,431,970 · end of year $4,385,811

  • 13 · Investments: program-related

    beginning of year $5,119,746 · end of year $4,663,368

  • 15 · Other assets

    beginning of year $153,673 · end of year $5,413,553

  • 17 · Accounts payable and accrued expenses

    beginning of year $11,302,006 · end of year $14,094,160

  • 18 · Grants payable

    beginning of year $4,687,046 · end of year $4,115,921

  • 19 · Deferred revenue

    beginning of year $3,818,744 · end of year $4,418,631

  • 20 · Tax-exempt bond liabilities

    beginning of year $74,925,159 · end of year $95,691,078

  • 21 · Escrow or custodial account liability

    beginning of year $905,184 · end of year $1,029,673

  • 25 · Other liabilities

    beginning of year $224,820 · end of year $219,009

  • 27 · Net assets without donor restrictions

    beginning of year $86,424,477 · end of year $86,094,807

  • 28 · Net assets with donor restrictions

    beginning of year $151,059,106 · end of year $170,263,727

Mission and programs · 2023

Mission

WE EDUCATE WOMEN TO LEAD AND INFLUENCE. WE EDUCATE AT ALL DEGREE LEVELS THROUGH VALUING AND INTEGRATING THE LIBERAL ARTS AND PROFESSIONAL EDUCATION WITHIN THE CATHOLIC INTELLECTUAL TRADITION, SEE SCHEDULE OEMPHASIZING SCHOLARLY INQUIRY AND SOCIAL JUSTICE TEACHING AS LIVED BY THE SISTERS OF ST. JOSEPH OF CARONDELET. WE WELCOME A RICH DIVERSITY OF STUDENTS, WITH A BACCALAUREATE COLLEGE FOR WOMEN AT THE HEART OF THE UNIVERSITY AND GRADUATE AND ADULT COLLEGES FOR WOMEN AND MEN. COMMITTED TO EXCELLENCE AND OPPORTUNITY, ST. CATHERINE UNIVERSITY DEVELOPS LEADERS WHO ACT WITH INTEGRITY.

Activities or mission (Part I)

WE EDUCATE WOMEN TO LEAD AND INFLUENCE.

  • ST. CATHERINE UNIVERSITY CONFERS DEGREES AT THE ASSOCIATE, BACCALAUREATE, MASTER'S AND DOCTORAL LEVELS. THE TOTAL 2023-2024 ENROLLMENT IS 3,550 STUDENTS: 94.1 PERCENT WOMEN AND 41.6 PERCENT MULTICULTURAL OR INTERNATIONAL. ST CATHERINE UNIVERSITY HAS A 10:1 STUDENT TO FACULTY RATIO. AMONG NATIONALLY RANKED SCHOOLS IN MINNESOTA ST CATHERINE UNIVERSITY IS RANKED #1 IN SOCIAL MOBILITY AND #51 AMONG ALL NATIONALLY RANKED SCHOOLS.SEE SCHEDULE ODURING THE 2023-2024 ACADEMIC YEAR, ST. CATHERINE UNIVERSITY AWARDED 63 POST SECONDARY CERTIFICATES, 167 ASSOCIATE DEGREES,521 BACCALAUREATE DEGREES, 45 POST-BACCALAUREATE CERTIFICATES, 358 MASTER'S DEGREES, 3 POST MASTER'S CERTIFICATES AND 89 DOCTORATE DEGREES. ST. CATHERINE UNIVERSITY, ALSO KNOWN AS ST. KATE'S, IS ONE OF THE LARGEST PRIVATE WOMEN'S UNIVERSITIES IN THE NATION AND ONE OF THE MOST CULTURALLY DIVERSE CAMPUSES IN MINNESOTA. 100% OF ST. KATE'S STUDENTS INVOLVED IN COLLABORATIVE RESEARCH HAVE BEEN ACCEPTED TO PRESENT AT THE NATIONAL CONFERENCE ON UNDERGRADUATE RESEARCH (NCUR) IN THE PAST EIGHT YEARS. IN ADDITION, ST. CATHERINE UNIVERSITY IS THE HOME OF THE OLDEST HEALTHCARE PROGRAM IN THE STATE OF MINNESOTA. LAUNCHED IN 2013 OUR 10 WEEK SUMMER SCHOLARS PRROGRAM ENGAGES STUDENT-FACULTY TEAMS ON RESEARCH AND CREATIVE PROJECTS. COMPENSATION FOR FACULTY AND STUDENTS ALLOWS TEAMS TO FOCUS ON SCHOLARSHIP AND PROMOTES ACCESSIBILITY FOR HIGH FINANCIAL NEED STUDENTS. TEAMS CLARIFY EXPECTATIONS THROUGH A MENTORSHIP CONTRACT, DISCUSS STUDENTS' CAREER GOALS, AND PARTICIPATE IN BI-DIRECTIONAL, PRE-POST SKILLS ASSESSMENT OF STUDENT REASEARCH AND FACULTY MENTORSHIP. COMMUNITY IS FOSTERED THROUGH SOCIAL EVENTS AND WEEKLY PROFESSIONAL DEVELOPMENT WORKSHPS ON RESPONSIBLE CONDUCT OF RESEARCH AND CAREER READINESS. FACULTY ATTEND WEEKLY MENTOR WORKSHOPS TO DISCUSS INCLUSIVE MENTORING AND BUILD SCHOLARLY COMMUNITY. A CLOSING POSTER SESSION SHOWCASES STUDENT RESEARCH AND BUILDS STUDENTS' SENSE OF SELF-EFFICACY AND BELONGING. IN 2023 PARTICIPANTS WHO AGREED THAT THEY "SEE THEMSELVES AS A SCHOLAR' INCREASED FROM 79% (PRE-SURVEY) TO 100% (POST-SURVEY). THIS PROGRAM HAS PROVIDED RESEARCH OPPORTUNITIES ACROSS 25 DISCIPLINES TO 256 STUDENTS, INCLUDING MANY FIRST AND SECOND YEAR STUDENTS. NOTABLY STUDENT RESEARCHER DEMOGRAPHICS ALIGN WITH THE DIVERSITY OF OUR STUDENT BODY-- IN 2023 OUR COLLEGE FOR WOMEN STUDENTS WERE 49% BIPOC, 35% FIRST-GENERATION AND 40% PELL ELIGIBLE. IN THE PAST SIX YEARS THE RETENTION RATE OF SUMMER SCHOLARS STUDENTS IN THE SUBSEQUENT FALL WAS 100%. SUMMER SCHLOLARS FROM 2016-2018 ENTERING CLASSES HAD A 4-YEAR GRADUATION RATE OF 85% OR 37% HIGHER THAN THE AVERAGE 4-YEAR GRADUATION RATE FOR THOSE ENTERING CLASSES. DISSEMINATION IS A HALLMARK OF THE SUMMER SCHOLARS PROGRAM WITH 100% OF STUDENT ABSTRACTS ACCEPTED FOR PRESENTATION AT THE NATIONAL CONFERERENCE ON UNDERGRADUATE RESEARCH FOR THE PAST FIVE YEARS. WITH OPERATIONAL FUNDING FOR STUDENT TRAVEL, GIFT FUNDS AND FOUNDATION AND FEDERAL GRANTS 18 STUDENTS WERE FUNDED TO PRESENT AT NCUR 2024. MANY STUDENTS PUBLISH THEIR RESEARCH IN PEER-REVIEWED JOURNALS INCLUDING SEVEN RECENT STUDENT AUTHORED PUBLICATIONS THROUGH A NATIONAL INSTITUTE OF HEALTH (NIH) R25 GRANT. THIS TYPE OF GRANT IS DESIGNED TO SUPPORT EDUCATIONAL ACTIVITES RELATED TO BIOMEDICAL, BEHAVIORAL AND CLINICAL RESEARCH

    Expenses $81,950,438 · Grants $42,139,844 · Revenue $105,959,179

  • ST. CATHERINE UNIVERSITY HELPS STUDENTS ACHIEVE THEIR BEST BY OFFERING SMALL CLASSES, COMMITTED FACULTY MEMBERS, AND AN ARRAY OF ACADEMIC AND PERSONAL SUPPORT SERVICES. THESE SERVICES INCLUDE ACADEMIC ADVISING, FINANCIAL AID AND CAREER COUNSELING, A HEALTH AND WELLNESS CENTER, A CAMPUS MINISTRY PROGRAM AND ACCOMMODATIONS FOR STUDENTS WITH DISABILITIES. ALL OF OUR SERVICES COMBINE TO MAKE THE ST. KATE'S EXPERIENCE ONE THAT NURTURES STUDENTS IN MIND, BODY AND SPIRIT.IN ADDITION, ST. CATHERINE HAS PROGRAMS THAT CATER TO SPECIFIC STUDENT POPULATIONS. FOR EXAMPLE, THE OFFICE OF INTERNATIONAL STUDENT SERVICES AND CENTER FOR INTERNATIONAL DEVELOPMENT PROGRAMS AND SERVICES PROVIDES ADVISING, ADVOCACY AND REFERRALS FOR STUDENTS OF COLOR. SEE SCHEDULE OTHE ACCESS & SUCCESS PROGRAM HELPS STUDENT PARENTS BALANCE SCHOOL, FINANCES AND FAMILY LIFE, INCLUDING HELPING THEM TO FIND AFFORDABLE HOUSING AND REPUTABLE CHILDCARE.

    Expenses $30,281,583 · Revenue $378,059

  • ST. CATHERINE UNIVERSITY IS, AT HEART, A COMMUNITY - ONE THAT RECOGNIZES STUDENTS, FACULTY AND STAFF MEMBERS AS WHOLE HUMAN BEINGS WHO HAVE PRACTICAL AS WELL AS INTELLECTUAL NEEDS. OUR AUXILIARY SERVICES CONTRIBUTE TO THE OVERALL QUALITY OF LIFE ON THE 110-ACRE ST. PAUL CAMPUS.AUXILIARY SERVICES IS THE PARENT DEPARTMENT OF A DIVERSE GROUP OF INTERNAL UNITS, INCLUDING O'SHAUGHNESSY AUDITORIUM, PRINTING SERVICES, RESIDENCE HALLS AND APARTMENTS, CAMPUS MAIL, DINING AND CATERING, BOOKSTORES, AND MEETING AND EVENTS SERVICES. SEE SCHEDULE OOUR FACILITIES CREW ENSURES THAT CAMPUS BUILDINGS AND GROUNDS ARE WELL MAINTAINED AND AESTHETICALLY PLEASING. SODEXO, THE FOOD SERVICE PROVIDER, UNDERSCORES THE VALUES OF ST. CATHERINE UNIVERSITY WITH ITS EMPHASIS ON NUTRITION, SAFE AND FAIR WORKING CONDITIONS, RECYCLING AND PROTECTING THE ENVIRONMENT.

    Expenses $11,969,356 · Revenue $7,828,288

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Jean Wincek Csj

    CHAIR

    Total calculated
    $0
    Hours/week
    2
  • Diane Huston

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    2
  • Christine Moore

    SECRETARY

    Total calculated
    $0
    Hours/week
    2
  • Mary Jo Abler

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • Kenneth Charles

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • Kathryn Clubb

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • Anne Gotte

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • Samantha Hanson

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • Molly Kinsella

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • Andrea C Lee

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • Anne McKeig

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • Donna McNamara

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • Joy Milos Csj

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • Joan Mitchell Csj

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • Laura Nelson

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • Kathleen O'Brien

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • Colleen O'Malley Csj

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • Jennifer Ortale

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • Nneka Sederstrom

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • Therese Sherlock Csj

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • Angela Slaughter

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • Minda Suchan

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • Jill Underdahl Csj

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • Robert Wollan

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • Kristen Womack

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • Valerie Young

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • Priscilla Zee

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • Pamela Johnson

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • Rebecca K Roloff

    PRESIDENT

    Total calculated
    $588,847
    From this org
    $536,434
    From related orgs
    $0
    Other
    $52,413
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $526,434
    Bonus
    $0
    Other
    $10,000
    Deferred
    $30,911
    Nontaxable benefits
    $21,502
    Filer's total
    $588,847
  • Tracey Gran

    CFO

    Total calculated
    $203,418
    From this org
    $169,501
    From related orgs
    $0
    Other
    $33,917
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $169,501
    Bonus
    $0
    Other
    $0
    Deferred
    $10,615
    Nontaxable benefits
    $23,302
    Filer's total
    $203,418
  • Elizabeth Halloran Thru 0224

    EVP & CAO

    Total calculated
    $288,474
    From this org
    $264,068
    From related orgs
    $0
    Other
    $24,406
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $264,068
    Bonus
    $0
    Other
    $0
    Deferred
    $15,931
    Nontaxable benefits
    $8,475
    Filer's total
    $288,474
  • John Pyle

    SVP ENROLLMENT MGMT

    Total calculated
    $229,001
    From this org
    $186,957
    From related orgs
    $0
    Other
    $42,044
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $186,957
    Bonus
    $0
    Other
    $0
    Deferred
    $11,675
    Nontaxable benefits
    $30,369
    Filer's total
    $229,001
  • Dianne Oliver

    CO-PROVOST

    Total calculated
    $210,044
    From this org
    $178,225
    From related orgs
    $0
    Other
    $31,819
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $178,225
    Bonus
    $0
    Other
    $0
    Deferred
    $10,989
    Nontaxable benefits
    $20,830
    Filer's total
    $210,044
  • Jean Hovick

    SVP IT & CIO

    Total calculated
    $194,168
    From this org
    $172,229
    From related orgs
    $0
    Other
    $21,939
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $172,229
    Bonus
    $0
    Other
    $0
    Deferred
    $10,615
    Nontaxable benefits
    $11,324
    Filer's total
    $194,168
  • Steven Kenney Jr Thru 0124

    SVP HR

    Total calculated
    $153,279
    From this org
    $146,394
    From related orgs
    $0
    Other
    $6,885
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $126,394
    Bonus
    $10,000
    Other
    $10,000
    Deferred
    $0
    Nontaxable benefits
    $6,885
    Filer's total
    $153,279
  • Bindhu Allapat

    DEAN HUMANITIES

    Total calculated
    $161,724
    From this org
    $144,805
    From related orgs
    $0
    Other
    $16,919
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $144,805
    Bonus
    $0
    Other
    $0
    Deferred
    $8,795
    Nontaxable benefits
    $8,124
    Filer's total
    $161,724
  • Stephanie De Sam Lazaro

    ASSOC PROF GHR

    Total calculated
    $158,799
    From this org
    $144,254
    From related orgs
    $0
    Other
    $14,545
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $144,254
    Bonus
    $0
    Other
    $0
    Deferred
    $6,421
    Nontaxable benefits
    $8,124
    Filer's total
    $158,799
  • Denise Baird

    CO-PROVOST

    Total calculated
    $183,034
    From this org
    $143,954
    From related orgs
    $0
    Other
    $39,080
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $143,954
    Bonus
    $0
    Other
    $0
    Deferred
    $9,098
    Nontaxable benefits
    $29,982
    Filer's total
    $183,034

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · First-class or charter travel
  • 1a · Travel for companions
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 1A
THE PRESIDENT IS PROVIDED A $10,000 SPOUSAL TRAVEL ALLOWANCE EACH YEAR. THE PAYMENT WAS INCLUDED IN THE PRESIDENT'S TAXABLE WAGES.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
19 February 2025
IRS schema version
2023v6.0
Source object
202530559349300828

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