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Nonprofiteer
← MOUNT MARTY UNIVERSITY

Form 990 for tax year 2022

Filed by MOUNT MARTY UNIVERSITY.

Totals

Total revenue
$40,601,596
Total expenses
$32,508,815
Contributions and grants received
$4,054,156
Grants paid
$11,029,344
Program service revenue
$27,364,878
Investment income
$8,986,763
Other revenue
$195,799
Total assets, end of year
$71,794,505
Total liabilities, end of year
$26,657,155
Net assets or fund balances, end of year
$45,137,350
Program services expenses (Part IX)
$29,616,560
Management and general expenses
$2,279,190
Fundraising expenses
$613,065
Program service expenses (Part III)
$29,616,560

Program services were 91.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • DR JIM FITZGERALD

    CHAIR

    Total calculated
    $0
    Hours/week
    2.5

  • MR ROB STEPHENSON

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    2.5

  • MR DENIS FOKKEN

    TREASURER

    Total calculated
    $0
    Hours/week
    2.5

  • S MARY JO POLAK

    SECRETARY

    Total calculated
    $0
    Hours/week
    2.5

  • DR J LEE JOHNSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.3

  • DR LORI HANSEN

    DIRECTOR FROM 01/23

    Total calculated
    $0
    Hours/week
    1.3

  • FR JAMES KEITER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.3

  • FR PAUL RUTTEN

    DIRECTOR FROM 01/23

    Total calculated
    $0
    Hours/week
    1.3

  • MR DARYL THURINGER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.3

  • MR DONALD ROBY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.3

  • MR JEFF MAY

    DIRECTOR UNTIL 09/22

    Total calculated
    $0
    Hours/week
    1.3

  • MR JOHN PORTER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.3

  • MR SHAWN GALLAGHER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.3

  • MS DEB FISCHER-CLEMENS

    DIRECTOR FROM 01/23

    Total calculated
    $0
    Hours/week
    1.3

  • MR MICHAEL DONOHOE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.3

  • S BARBARA MCTAGUE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.3

  • S CAROL JEAN VANDENHEMEL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.3

  • S MARIBETH WENTZLAFF

    DIRECTOR FROM 01/23

    Total calculated
    $0
    Hours/week
    1.3

  • S MILDRED BUSCH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.3

  • S PATRICIA ANN TOSCANO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.3

  • DR MARCUS LONG

    PRESIDENT

    Total calculated
    $309,680
    From this org
    $272,077
    From related orgs
    $0
    Other
    $37,603
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $247,597
    Bonus
    $0
    Other
    $24,480
    Deferred
    $12,180
    Nontaxable benefits
    $25,475
    Filer's total
    $309,732

  • TABITHA LIKNESS

    VP OF FINANCE/ ADMIN UNTIL 05/23

    Total calculated
    $86,251
    From this org
    $77,144
    From related orgs
    $0
    Other
    $9,107
    Hours/week
    40

  • LORI READ

    CFO FROM 05/23

    Total calculated
    $0
    Hours/week
    40

  • WILLIAM MILLER

    EXECUTIVE VICE PRESIDENT AND PROVOST

    Total calculated
    $189,139
    From this org
    $155,689
    From related orgs
    $0
    Other
    $33,450
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $155,689
    Bonus
    $0
    Other
    $0
    Deferred
    $8,522
    Nontaxable benefits
    $24,980
    Filer's total
    $189,191

  • JAMES BARNETT

    ASST. PROF.-NURSE ANESTHESIA

    Total calculated
    $189,578
    From this org
    $163,741
    From related orgs
    $0
    Other
    $25,837
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $163,741
    Bonus
    $0
    Other
    $0
    Deferred
    $8,305
    Nontaxable benefits
    $17,585
    Filer's total
    $189,631

  • LARRY DAHLEN

    PROF.-NURSE ANESTHESIA

    Total calculated
    $199,226
    From this org
    $174,265
    From related orgs
    $0
    Other
    $24,961
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $174,265
    Bonus
    $0
    Other
    $0
    Deferred
    $6,915
    Nontaxable benefits
    $18,098
    Filer's total
    $199,278

  • BROCK SMITH

    ASST. PROF.-NURSE ANESTHESIA

    Total calculated
    $177,893
    From this org
    $167,022
    From related orgs
    $0
    Other
    $10,871
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $167,022
    Bonus
    $0
    Other
    $0
    Deferred
    $8,471
    Nontaxable benefits
    $2,452
    Filer's total
    $177,945

  • ANDREA ROBERTS

    DIR. AND ASST. PROF.-ANESTHESIA

    Total calculated
    $247,155
    From this org
    $211,552
    From related orgs
    $0
    Other
    $35,603
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $211,552
    Bonus
    $0
    Other
    $0
    Deferred
    $10,095
    Nontaxable benefits
    $25,560
    Filer's total
    $247,207

  • TAYLOR REHFELDT

    ASST. PROF.-NURSE ANESTHESIA

    Total calculated
    $196,352
    From this org
    $187,397
    From related orgs
    $0
    Other
    $8,955
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $187,397
    Bonus
    $0
    Other
    $0
    Deferred
    $8,955
    Nontaxable benefits
    $52
    Filer's total
    $196,404

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 · Housing allowance or residence for personal use
  • 1b · Written policy on the line-1a expenses
  • 3 · Form 990 of other organizations
  • 3 · Approval by the board or compensation committee

Answered no

  • 2 · Substantiation required before reimbursing expenses
  • 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 OF MOUNT MARTY UNIVERSITY, MARC LONG, RECEIVES $2,000 PER MONTH FOR A HOUSING STIPEND. THIS AMOUNT IS TAXABLE ON HIS W-2.

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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • CHARITABLE REMAINDER TRUSTS (1)

    T · CRT · SD · controlled entity

Provenance

Return type
form_990
Tax year
2022
Filed
12 February 2024
IRS schema version
2022v5.0
Source object
202440519349300004

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