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Nonprofiteer
← UNIVERSITY OF ST THOMAS

Form 990 for tax year 2022

Filed by UNIVERSITY OF ST THOMAS.

Totals

Total revenue
$537,075,956
Total expenses
$469,090,264
Contributions and grants received
$123,049,639
Grants paid
$180,306,115
Program service revenue
not reported
Investment income
not reported
Other revenue
not reported
Total assets, end of year
not reported
Total liabilities, end of year
not reported
Net assets or fund balances, end of year
not reported
Program services expenses (Part IX)
$425,718,803
Management and general expenses
$31,417,706
Fundraising expenses
$11,953,755
Program service expenses (Part III)
$425,718,803

Program services were 90.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • AMY GOLDMAN

    BOARD VICE CHAIR

    Total calculated
    $0
    Hours/week
    1
  • PATRICK G RYAN

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    1
  • ROBERT VISCHER

    PRESIDENT

    Total calculated
    $570,638
    From this org
    $505,366
    From related orgs
    $0
    Other
    $65,272
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $498,898
    Bonus
    $0
    Other
    $6,468
    Deferred
    $28,670
    Nontaxable benefits
    $36,602
    Filer's total
    $570,638
  • ANDREW CECERE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • ANDREW S DUFF

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • ANN L WINBLAD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • ARCHIE BLACK

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • BRIAN D WENGER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • CAROL FREY WOLFE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • DAVID JURAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • DEBBRA SCHONEMAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • DENNIS DEASE

    PRESIDENT EMERITUS/TRUSTEE

    Total calculated
    $127,552
    From this org
    $102,952
    From related orgs
    $0
    Other
    $24,600
    Hours/week
    40
  • GEOFFREY C GAGE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • JAMES KOLAR

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • JAMES P GEAREN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • JODEE A KOZLAK

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • JOHN MORRISON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • JOHN N ALLEN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • KATHARINE ANDERSON GROETHE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • LISA S ANDERSON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • MARK A ZESBAUGH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • MARK GREGG

    Trustee

    Total calculated
    $0
    Hours/week
    1
  • MARY HADDAD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • MICHAEL E DOUGHERTY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • MICHAEL V CIRESI

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • NANCY PETERSON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • PAUL KARON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • PENNY WHEELER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • PHIL SORAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • REVEREND EDWARD MALLOY CSC

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • REVEREND JOHN M MALONE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • RORY O'NEILL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • STEPHEN P NACHTSHEIM

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • TIMOTHY P FLYNN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • VIRGINIA A HUBBARD MORRIS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • WILHELMINA WRIGHT

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • ABIGAIL CROUSE

    GENERAL COUNSEL AND SECRETARY

    Total calculated
    $240,363
    From this org
    $216,655
    From related orgs
    $0
    Other
    $23,708
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $216,121
    Bonus
    $0
    Other
    $534
    Deferred
    $20,490
    Nontaxable benefits
    $3,218
    Filer's total
    $240,363
  • MARK VANGSGARD

    CFO

    Total calculated
    $379,598
    From this org
    $319,757
    From related orgs
    $0
    Other
    $59,841
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $318,193
    Bonus
    $0
    Other
    $1,564
    Deferred
    $28,670
    Nontaxable benefits
    $31,171
    Filer's total
    $379,598
  • AMY MCDONOUGH

    CHIEF OF STAFF

    Total calculated
    $231,541
    From this org
    $186,453
    From related orgs
    $0
    Other
    $45,088
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $176,447
    Bonus
    $0
    Other
    $10,006
    Deferred
    $18,440
    Nontaxable benefits
    $26,648
    Filer's total
    $231,541
  • EDDY ROJAS

    EVP & PROVOST

    Total calculated
    $516,656
    From this org
    $453,701
    From related orgs
    $0
    Other
    $62,955
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $412,911
    Bonus
    $40,000
    Other
    $790
    Deferred
    $36,668
    Nontaxable benefits
    $26,287
    Filer's total
    $516,656
  • ERIK THURMAN

    VP FOR DEVELOPMENT, ALUMNI RELATIONS & UNIVERSITY ADVANCEMENT

    Total calculated
    $458,602
    From this org
    $390,820
    From related orgs
    $0
    Other
    $67,782
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $357,703
    Bonus
    $32,472
    Other
    $645
    Deferred
    $28,670
    Nontaxable benefits
    $39,112
    Filer's total
    $458,602
  • KAREN LANGE

    VP STUDENT AFFAIRS

    Total calculated
    $266,429
    From this org
    $240,977
    From related orgs
    $0
    Other
    $25,452
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $239,488
    Bonus
    $0
    Other
    $1,489
    Deferred
    $22,734
    Nontaxable benefits
    $2,718
    Filer's total
    $266,429
  • KATHLEEN ARNOLD

    VP CHIEF HR OFFICER

    Total calculated
    $304,732
    From this org
    $255,662
    From related orgs
    $0
    Other
    $49,070
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $255,248
    Bonus
    $0
    Other
    $414
    Deferred
    $20,448
    Nontaxable benefits
    $28,622
    Filer's total
    $304,732
  • MAYKAO HANG

    DEAN AND FOUNDING MEMBER OF MORRISON FAMILY COLLEGE OFHEALTH

    Total calculated
    $555,318
    From this org
    $484,053
    From related orgs
    $0
    Other
    $71,265
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $445,576
    Bonus
    $38,063
    Other
    $414
    Deferred
    $28,670
    Nontaxable benefits
    $42,595
    Filer's total
    $555,318
  • PHIL ESTEN

    VICE PRESIDENT AND DIRECTOR OF ATHLETICS

    Total calculated
    $494,262
    From this org
    $427,972
    From related orgs
    $0
    Other
    $66,290
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $383,429
    Bonus
    $38,076
    Other
    $6,467
    Deferred
    $28,670
    Nontaxable benefits
    $37,620
    Filer's total
    $494,262
  • YOHURU WILLIAMS

    DIRECTOR OF THE RACIAL JUSTICE INITIATIVE

    Total calculated
    $324,068
    From this org
    $258,988
    From related orgs
    $0
    Other
    $65,080
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $258,574
    Bonus
    $0
    Other
    $414
    Deferred
    $25,390
    Nontaxable benefits
    $39,690
    Filer's total
    $324,068
  • DAVID DEEDS

    PROFESSOR OF ENTREPRENEURSHIP

    Total calculated
    $389,510
    From this org
    $331,858
    From related orgs
    $0
    Other
    $57,652
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $330,670
    Bonus
    $0
    Other
    $1,188
    Deferred
    $26,214
    Nontaxable benefits
    $31,438
    Filer's total
    $389,510
  • DONALD WEINKAUF

    DEAN, SCHOOL OF ENGINEERING

    Total calculated
    $342,186
    From this org
    $280,695
    From related orgs
    $0
    Other
    $61,491
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $279,562
    Bonus
    $0
    Other
    $1,133
    Deferred
    $27,171
    Nontaxable benefits
    $34,320
    Filer's total
    $342,186
  • MICHAEL PAULSEN

    LAW PROFESSOR

    Total calculated
    $429,316
    From this org
    $359,400
    From related orgs
    $0
    Other
    $69,916
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $358,212
    Bonus
    $0
    Other
    $1,188
    Deferred
    $28,670
    Nontaxable benefits
    $41,246
    Filer's total
    $429,316
  • SAMEER KUMAR

    PROFESSOR OPUS COLLEGE OF BUSINESS

    Total calculated
    $333,666
    From this org
    $281,501
    From related orgs
    $0
    Other
    $52,165
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $277,498
    Bonus
    $0
    Other
    $4,003
    Deferred
    $22,199
    Nontaxable benefits
    $29,966
    Filer's total
    $333,666
  • STEFANIE LENWAY

    DEAN, OPUS COLLEGE OF BUSINESS

    Total calculated
    $460,604
    From this org
    $420,512
    From related orgs
    $0
    Other
    $40,092
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $373,835
    Bonus
    $39,024
    Other
    $7,653
    Deferred
    $28,670
    Nontaxable benefits
    $11,422
    Filer's total
    $460,604
  • JULIE SULLIVAN

    PRESIDENT - FORMER

    Total calculated
    $646,612
    From this org
    $525,628
    From related orgs
    $0
    Other
    $120,984
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $350,938
    Bonus
    $150,000
    Other
    $24,690
    Deferred
    $75,455
    Nontaxable benefits
    $45,529
    Filer's total
    $646,612
  • SARAH GROSS METHNER

    GENERAL COUNSEL AND SECRETARY - FORMER

    Total calculated
    $373,983
    From this org
    $343,362
    From related orgs
    $0
    Other
    $30,621
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $342,764
    Bonus
    $0
    Other
    $598
    Deferred
    $10,058
    Nontaxable benefits
    $20,563
    Filer's total
    $373,983

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
  • 1a · Housing allowance or residence for personal use
  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

Answered no

  • 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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part I, Line 1a First-class or charter travel
THE DIRECTOR OF ATHLETICS OCCASIONALLY TRAVELS WITH VARIOUS INTERCOLLEGIATE ATHLETICS TEAMS ON THEIR TEAM CHARTER. NONE OF THE BENEFIT IS TREATED AS TAXABLE.
Schedule J, Part I, Line 1a Travel for companions
UNIVERSITY EMPLOYEES ARE OCCASIONALLY ASKED TO TRAVEL ON UNIVERSITY BUSINESS. SPOUSAL TRAVEL REIMBURSEMENT BY THE UNIVERSITY REQUIRES APPROVAL BY A DEAN OR LEADERSHIP MEMBER, AND IF THE BUSINESS PURPOSE OF THE SPOUSAL TRAVEL IS NOT PROPERLY DOCUMENTED IT IS TREATED AS TAXABLE COMPENSATION TO THE EMPLOYEE. TRAVEL FOR COMPANIONS WAS PROVIDED AS A BENEFIT TO THE UNIVERSITY PRESIDENT AND IF THE BUSINESS PURPOSE OF THE SPOUSAL TRAVEL WAS NOT PROPERLY DOCUMENTED, IT WAS TREATED AS TAXABLE COMPENSATION TO THE EMPLOYEE.
Schedule J, Part I, Line 1a Housing allowance or residence for personal use
THE PRESIDENT IS REQUIRED TO LIVE IN UNIVERSITY OWNED HOUSING. THE UNIVERSITY PROVIDES CLEANING AND MAINTENANCE SERVICES FOR THIS HOUSING. THE HOUSING BENEFIT IS NOT TAXABLE PURSUANT TO IRC SECTION 119 AS IT IS A CONDITION OF THE PRESIDENT'S EMPLOYMENT AT THE UNIVERSITY. HOUSING IS PROVIDED TO THE PRESIDENT EMERITUS IN PERFORMANCE OF MINISTERIAL SERVICES. PERUSANT TO IRC SECTION 107 IS NOT TAXABLE.
Schedule J, Part I, Line 1a Health or social club dues or initiation fees
CLUB DUES PAID BY THE UNIVERSITY ON BEHALF OF A NUMBER OF EMPLOYEES, THE PORTION RELATED TO PERSONAL USE IS TREATED AS TAXABLE INCOME TO THE EMPLOYEE.
Schedule J, Part I, Line 4a Severance or change-of-control payment
A SEVERANCE AGREEMENT PAYMENT OF $242,277 WAS MADE WITH THE FORMER GENERAL COUNSEL AND SECRETARY.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
The former President of the University of St. Thomas, Julie Sullivan, participated in a 457(f) supplemental nonqualified retirement plan. In calendar year 2022, upon leaving the University, the former president received funds from the plan in accordance with the plan guidelines of $36,993.
Schedule J, Part I, Line 7 Non-fixed payments
The President receives a non-fixed payment which is in part calculated based on achievement goals and is approved by the Board. Other discretionary payments , in consultation with the President, were paid to certain key senior staff members.

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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • UST ASSET HOLDINGS LLC

    REAL ESTATE INVESTMENT · MN · income $0 · assets $0

    Directly controlled by UNIVERSITY OF ST THOMAS

  • UST INVESTMENT HOLDINGS LLC

    NON REAL ESTATE INVESTMENT · MN · income $0 · assets $0

    Directly controlled by UNIVERSITY OF ST THOMAS

  • AUTOPARK LLC

    REAL ESTATE INVESTMENT · MN · income -$494,838 · assets $16,157,698

    Directly controlled by University of St Thomas

  • UST HIGHLAND BRIDGE LLC

    REAL ESTATE INVESTMENT · income $0 · assets $1,169,588

    Directly controlled by UNIVERSITY OF ST THOMAS

Related corporations and trusts

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

  • CHARITABLE REMAINDER UNITRUSTS (9)

    Trust · TRUST INVESTMENTS · MN · controlled entity

    Directly controlled by UNIVERSITY OF ST THOMAS

  • CHARITABLE REMAINDER ANNUITY TRUSTS (1)

    Trust · TRUST INVESTMENTS · MN · controlled entity

    Directly controlled by UNIVERSITY OF ST THOMAS

  • CHARITABLE LEAD TRUST (1)

    Trust · TRUST INVESTMENTS · MN · controlled entity

    Directly controlled by University of St Thomas

Provenance

Return type
form_990
Tax year
2022
Filed
15 May 2024
IRS schema version
2022v5.0
Source object
202401369349303575

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