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Nonprofiteer
← ST MARYS UNIVERSITY OF MINNESOTA

Form 990 for tax year 2023

Filed by ST MARYS UNIVERSITY OF MINNESOTA.

Totals

Total revenue
$107,948,812
Total expenses
$98,768,656
Contributions and grants received
$20,337,030
Grants paid
$23,858,498
Program service revenue
$77,487,447
Investment income
$9,146,825
Other revenue
$977,510
Total assets, end of year
$196,556,373
Total liabilities, end of year
$17,371,008
Net assets or fund balances, end of year
$179,185,365
Program services expenses (Part IX)
$80,096,574
Management and general expenses
$15,287,863
Fundraising expenses
$3,384,219
Program service expenses (Part III)
$80,096,574

Program services were 81.1% 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.

  • 1e · Government grants (contributions)

    $2,386,151

  • 1f · All other contributions, gifts and grants

    $17,950,879

  • 1g · Noncash contributions included above

    $2,453,320

  • 2a · Program service revenue: TUITION AND FEES

    total $68,752,435 · related or exempt $68,752,435

  • 2b · Program service revenue: AUXILIARY ENTERPRISES

    total $7,583,941 · related or exempt $7,583,941

  • 2c · Program service revenue: TECHNOLOGY FEE

    total $743,760 · related or exempt $743,760

  • 2d · Program service revenue: ADVANCED COLLEGE CREDI

    total $309,750 · related or exempt $309,750

  • 2e · Program service revenue: SPONSORED RESEARCH

    total $97,561 · related or exempt $97,561

  • 3 · Investment income

    total $1,882,736 · unrelated business $49,395 · excluded $1,833,341

  • 6a · Gross rents

    real property $520,383

  • 6b · Less rental expenses

    real property $258,345

  • 6c · Rental income or loss

    real property $262,038

  • 6d · Net rental income or loss

    total $262,038 · excluded $262,038

  • 7a · Gross sales of assets other than inventory

    securities $13,568,314

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

    securities $6,304,225

  • 7c · Gain or loss

    securities $7,264,089

  • 7d · Net gain or loss

    total $7,264,089 · excluded $7,264,089

  • 11a · Other revenue: MISCELLANEOUS

    total $715,472 · related or exempt $715,472

  • 11e · Other revenue, total

    $715,472

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $23,858,498 · program services $23,858,498

  • 5 · Compensation of officers, directors and key employees

    total $2,357,291 · program services $859,042 · management and general $1,153,449 · fundraising $344,800

  • 7 · Other salaries and wages

    total $29,426,316 · program services $20,919,914 · management and general $6,973,305 · fundraising $1,533,097

  • 8 · Pension plan contributions

    total $1,775,615 · program services $1,216,698 · management and general $454,007 · fundraising $104,910

  • 9 · Other employee benefits

    total $4,063,110 · program services $2,784,149 · management and general $1,038,897 · fundraising $240,064

  • 10 · Payroll taxes

    total $2,423,500 · program services $1,660,645 · management and general $619,665 · fundraising $143,190

  • 11b · Fees: legal

    total $13,185 · management and general $13,185

  • 11c · Fees: accounting

    total $92,059 · management and general $92,059

  • 11f · Fees: investment management

    total $202,507 · management and general $202,507

  • 11g · Fees: other

    total $1,909,147 · program services $1,336,403 · management and general $477,287 · fundraising $95,457

  • 12 · Advertising and promotion

    total $2,082,799 · program services $1,457,959 · management and general $520,700 · fundraising $104,140

  • 13 · Office expenses

    total $4,993,338 · program services $4,233,991 · management and general $213,666 · fundraising $545,681

  • 14 · Information technology

    total $2,700,694 · program services $2,160,555 · management and general $405,104 · fundraising $135,035

  • 16 · Occupancy

    total $5,378,887 · program services $4,619,516 · management and general $759,371

  • 17 · Travel

    total $2,168,502 · program services $1,734,802 · management and general $325,275 · fundraising $108,425

  • 19 · Conferences, conventions and meetings

    total $588,404 · program services $470,723 · management and general $88,261 · fundraising $29,420

  • 20 · Interest

    total $107,382 · program services $91,275 · management and general $16,107

  • 22 · Depreciation, depletion and amortization

    total $3,331,376 · program services $2,831,670 · management and general $499,706

  • 23 · Insurance

    total $633,280 · program services $538,288 · management and general $94,992

  • 24a · Other expenses: ONLINE FEE

    total $5,963,895 · program services $5,069,311 · management and general $894,584

  • 24b · Other expenses: FOOD SERVICE

    total $2,590,952 · program services $2,461,404 · management and general $129,548

  • 24c · Other expenses: EQUIPMENT RENTAL & MAIN

    total $1,565,057 · program services $1,330,298 · management and general $234,759

  • 24d · Other expenses: SPECIAL PROGRAMS

    total $542,862 · program services $461,433 · management and general $81,429

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $19,733,640 · end of year $21,121,762

  • 3 · Pledges and grants receivable

    beginning of year $11,614,000 · end of year $11,286,000

  • 4 · Accounts receivable

    beginning of year $4,938,807 · end of year $5,681,050

  • 9 · Prepaid expenses and deferred charges

    beginning of year $118,198 · end of year $1,143,003

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

    $176,348,655

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

    $82,618,421

  • 10c · Land, buildings and equipment, net

    beginning of year $96,623,918 · end of year $93,730,234

  • 11 · Investments: publicly traded securities

    beginning of year $52,239,411 · end of year $55,648,916

  • 12 · Investments: other securities

    beginning of year $7,803,306 · end of year $7,460,195

  • 13 · Investments: program-related

    beginning of year $731,690 · end of year $288,360

  • 15 · Other assets

    beginning of year $207,910 · end of year $196,853

  • 17 · Accounts payable and accrued expenses

    beginning of year $4,754,333 · end of year $3,383,569

  • 18 · Grants payable

    beginning of year $639,227 · end of year $475,948

  • 19 · Deferred revenue

    beginning of year $11,172,801 · end of year $10,572,862

  • 20 · Tax-exempt bond liabilities

    beginning of year $4,475,168 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $1,304 · end of year $1,932

  • 25 · Other liabilities

    beginning of year $3,093,788 · end of year $2,936,697

  • 27 · Net assets without donor restrictions

    beginning of year $100,997,026 · end of year $100,932,520

  • 28 · Net assets with donor restrictions

    beginning of year $68,877,233 · end of year $78,252,845

Mission and programs · 2023

Mission

ENRICHED BY THE LASALLIAN CATHOLIC HERITAGE, SAINT MARY'S UNIVERSITY OF MINNESOTA AWAKENS, NURTURES, AND EMPOWERS LEARNERS TO ETHICAL LIVES OF SERVICE AND LEADERSHIP.

Activities or mission (Part I)

SEE SCHEDULE O.

  • INSTRUCTION AND ACADEMIC SUPPORT:SAINT MARY'S UNIVERSITY OF MINNESOTA HAS TWO PRIMARY ACADEMIC UNITS: THE COLLEGE AND THE SCHOOLS OF GRADUATE AND PROFESSIONAL PROGRAMS (SGPP). THE COLLEGE CONSISTS OF THE TRADITIONAL UNDERGRADUATE BACHELOR OF ARTS EXPERIENCE BASED ON THE WINONA CAMPUS. THE SGPP INCLUDES CONTINUING EDUCATION OFFERINGS, CERTIFICATE PROGRAMS, BACHELOR OF SCIENCE COMPLETION PROGRAMS, MASTER'S PROGRAMS, EDUCATION SPECIALIST PROGRAM AND FIVE DOCTORAL PROGRAMS. ACROSS THE 12-MONTH 2023-2024 ACADEMIC YEAR THE COLLEGE ENROLLED 884 STUDENTS AND DELIVERED 25,151 INSTRUCTIONAL ACTIVITY CREDIT HOURS. THE SGPP ENROLLED 4,030 STUDENTS ACROSS THE 2023-2024 ACADEMIC YEAR AND DELIVERED 50,026 INSTRUCTIONAL ACTIVITY CREDIT HOURS. THE UNIVERSITY EXPECTS TO MAINTAIN ENROLLMENT AT SGPP IN 2024-2025. THE UNIVERSITY OFFERS 22 MAJORS WITH THE BACHELOR OF ARTS PROGRAM. THE UNIVERSITY OFFERS AN ADDITIONAL 63 PROGRAMS WITHIN THE SGPP.

    Expenses $59,870,262 · Grants $23,858,498 · Revenue $70,345,301

  • STUDENT SERVICES:IN 2023-2024, 337 TRADITIONAL UNDERGRADUATE STUDENTS (ABOUT 40% OF THAT POPULATION) PARTICIPATED IN 15 NCAA DIVISION III SPORTS OFFERED AT SAINT MARY'S UNIVERSITY. PARTICIPATION IN INTRAMURAL ACTIVITIES ANNUALLY IS 38%. THE FINANCIAL AID OFFICE PROCESSED $57,253,470 IN LOANS, GRANTS, WORK STUDY AND SCHOLARSHIP FOR THE ENTIRE UNIVERSITY IN 2022-2023. 87 INTERNATIONAL STUDENTS WERE ENROLLED AT THE UNIVERSITY IN 2023-2024. 41 STUDENTS PARTICIPATED IN THE FIRST-GENERATION INITIATIVE PROGRAM, WHICH OFFERS SELECTED STUDENTS SCHOLARSHIPS TO ATTEND THE UNIVERSITY AND SPECIAL SUPPORT ACTIVITIES WHICH INCLUDE STUDY HALLS, SPECIALIZED ADVISING AND SOCIAL ACTIVITIES WHICH PROMOTE RETENTION AND STUDENT SUCCESS. IN ADDITION, STUDENT SUCCESS CENTER OFFERS ACADEMIC ADVISING AND TUTORING/LEARNING SERVICES, INCLUDING NEW STUDENT ORIENTATION TO ALL COLLEGE STUDENTS. STUDENTS CAN ALSO MAKE USE OF THE WRITING CENTER, INTERNATIONAL CENTER, CAREER SERVICES AND INTERSHIPS, RISE (RECREATION, INVOLVEMENT AND STUDENT ENGAGEMENT) AS WELL AS CAMPUS MINISTRY FOR A WELL-ROUNDED COMMUNITY EXPERIENCE

    Expenses $14,302,687 · Revenue $273,677

  • AUXILIARY SERVICES: SAINT MARYS' UNIVERSITY OF MINNESOTA OFFERS ITS WINONA UNDERGRADUATE STUDENTS A COMPREHENSIVE RESIDENTIAL LIFE EXPERIENCE. LIVING ON CAMPUS MEANS BEING PART OF A CLOSE-KNIT COMMUNITY, AND CREATING FRIENDSHIPS AND CONNECTIONS THAT LAST A LIFETIME. 84% OF STUDENTS AT THE COLLEGE, RESIDE ON CAMPUS. TWELVE RESIDENCE HALLS ARE LOCATED ON OUR BEAUTIFUL WINONA CAMPUS, SURROUNDED BY 450 ACRES OF WOODED BLUFFS AND TRAILS. RESIDENCE OPTIONS OFFER STUDENTS A VARIETY OF TRADITIONAL SINGLE AND DOUBLE OCCUPANCY ROOMS, SUITES, AND APARTMENT-STYLE OPTIONS. SAINT MARYS' UNIVERSITY OF MINNESOTA OFFERS THREE CONVENIENT ON-CAMPUS DINING OPTIONS, TONER STUDENT CENTER DINING HALL, CARDINAL CAFE, AND CARDINAL COFFEE. SEVERAL MEAL PLANS ARE TAILORED TO MEET EACH STUDENT'S NEEDS AND SCHEDULES. STUDENTS CAN ALSO UTILIZE A NEW MARKET, WHICH CONTAINS A VARIETY OF CONVENIENT SNACKS AND BEVERAGES.

    Expenses $5,923,625 · Revenue $7,583,941

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

Listed in Part VII

  • Father James Burns

    PRESIDENT

    Total calculated
    $458,809
    From this org
    $388,136
    From related orgs
    $0
    Other
    $70,673
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $386,474
    Bonus
    $0
    Other
    $1,662
    Deferred
    $25,958
    Nontaxable benefits
    $44,715
    Filer's total
    $458,809

  • Terrance K Russell

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Michael Laak

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Sandra Simon

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Gregory Stevens

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Angela Steger

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Ann Trauscht

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Bobbie Gostout

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Bro Thomas Johnson

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Bro Jack Curran

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Bro Michael Fehrenbach

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Bro Michael McGinniss

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Bro Michael O'Hern

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Bro Robert Bimonte

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Jennifer Baryl

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Jerome Colletti

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Julie Kaiser

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Marcy Van Fossen

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Mark Jacobs

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Matthew Bilski

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Most Rev Robert Barron

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Raffi Festekjian

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Robert Cerone

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Roger Haydock

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Sarah Landman

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Shaun Powers

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Benjamin Murray

    EXECUTIVE VICE PRESIDENT AND CFO

    Total calculated
    $171,884
    From this org
    $153,921
    From related orgs
    $0
    Other
    $17,963
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $153,748
    Bonus
    $0
    Other
    $173
    Deferred
    $10,153
    Nontaxable benefits
    $7,810
    Filer's total
    $171,884

  • Ann Merchlewitz

    SENIOR VP AND GENERAL COUNSEL

    Total calculated
    $148,155
    From this org
    $117,394
    From related orgs
    $0
    Other
    $30,761
    Hours/week
    40

  • Gary Klein

    VP, ADVANCEMENT

    Total calculated
    $279,716
    From this org
    $241,357
    From related orgs
    $0
    Other
    $38,359
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $240,805
    Bonus
    $0
    Other
    $552
    Deferred
    $16,768
    Nontaxable benefits
    $21,591
    Filer's total
    $279,716

  • Max Bonilla

    PROVOST (TERM. 05/2024)

    Total calculated
    $249,655
    From this org
    $216,832
    From related orgs
    $0
    Other
    $32,823
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $216,236
    Bonus
    $0
    Other
    $596
    Deferred
    $15,323
    Nontaxable benefits
    $17,500
    Filer's total
    $249,655

  • Leah Gordon Program

    DIRECTOR - NURSE ANESTHESIA

    Total calculated
    $210,799
    From this org
    $189,236
    From related orgs
    $0
    Other
    $21,563
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $188,975
    Bonus
    $0
    Other
    $261
    Deferred
    $13,071
    Nontaxable benefits
    $8,492
    Filer's total
    $210,799

  • Julie Gauderman Associate

    DIRECTOR- NURSE ANESTHESIA

    Total calculated
    $205,769
    From this org
    $164,675
    From related orgs
    $0
    Other
    $41,094
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $164,525
    Bonus
    $0
    Other
    $150
    Deferred
    $11,921
    Nontaxable benefits
    $29,173
    Filer's total
    $205,769

  • Michael McMahon

    VP FOR ENROLLMENT MANAGEMENT

    Total calculated
    $188,566
    From this org
    $168,325
    From related orgs
    $0
    Other
    $20,241
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $168,187
    Bonus
    $0
    Other
    $138
    Deferred
    $11,590
    Nontaxable benefits
    $8,651
    Filer's total
    $188,566

  • Michelle Wieser

    DEAN OF BUSINESS AND TECHNOLOGY

    Total calculated
    $184,985
    From this org
    $160,886
    From related orgs
    $0
    Other
    $24,099
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $160,613
    Bonus
    $0
    Other
    $273
    Deferred
    $11,007
    Nontaxable benefits
    $13,092
    Filer's total
    $184,985

  • Marisa Naryka

    VP FOR MISSION AND MINISTRY

    Total calculated
    $149,764
    From this org
    $140,241
    From related orgs
    $0
    Other
    $9,523
    Hours/week
    40

  • Erich Lippman

    FORMER ASSOCIATE PROFESSOR

    Total calculated
    $163,847
    From this org
    $157,640
    From related orgs
    $0
    Other
    $6,207
    Hours/week
    40

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
  • 2 · Substantiation required before reimbursing expenses
  • 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
JAMES BURNS HAS USE OF A HOUSE ON THE WINONA CAMPUS AND A CONDO NEAR THE TWIN CITIES CAMPUS. $36,000 OF EMPLOYER PAID HOUSING IS INCLUDED IN HIS NON-TAXABLE BENEFITS IN COLUMN D OF PART II.

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.

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 UNITRUST (6)

    T · CHARITABLE TRUST · MN · controlled entity

Provenance

Return type
form_990
Tax year
2023
Filed
3 April 2025
IRS schema version
2023v6.0
Source object
202541019349301129

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