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Nonprofiteer
← ST MARYS UNIVERSITY OF MINNESOTA

Form 990 for tax year 2024

Filed by ST MARYS UNIVERSITY OF MINNESOTA.

Totals

Total revenue
$99,115,009
Total expenses
$97,479,537
Contributions and grants received
$12,966,051
Grants paid
$25,593,388
Program service revenue
$78,613,209
Investment income
$6,387,811
Other revenue
$1,147,938
Total assets, end of year
$197,842,358
Total liabilities, end of year
$17,021,521
Net assets or fund balances, end of year
$180,820,837
Program services expenses (Part IX)
$76,384,728
Management and general expenses
$17,254,528
Fundraising expenses
$3,840,281
Program service expenses (Part III)
$76,384,728

Program services were 78.4% 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)

    $2,289,733

  • 1f · All other contributions, gifts and grants

    $10,676,318

  • 1g · Noncash contributions included above

    $329,623

  • 2a · Program service revenue: TUITION AND FEES

    total $69,527,636 · related or exempt $69,527,636

  • 2b · Program service revenue: AUXILIARY ENTERPRISES

    total $7,774,648 · related or exempt $7,774,648

  • 2c · Program service revenue: TECHNOLOGY FEE

    total $691,000 · related or exempt $691,000

  • 2d · Program service revenue: ADVANCED COLLEGE CREDI

    total $462,750 · related or exempt $462,750

  • 2e · Program service revenue: SPONSORED RESEARCH

    total $157,175 · related or exempt $157,175

  • 3 · Investment income

    total $1,847,944 · unrelated business $54,173 · excluded $1,793,771

  • 6a · Gross rents

    real property $424,365

  • 6b · Less rental expenses

    real property $334,283

  • 6c · Rental income or loss

    real property $90,082

  • 6d · Net rental income or loss

    total $90,082 · excluded $90,082

  • 7a · Gross sales of assets other than inventory

    securities $6,459,909

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

    securities $1,920,042

  • 7c · Gain or loss

    securities $4,539,867

  • 7d · Net gain or loss

    total $4,539,867 · excluded $4,539,867

  • 11a · Other revenue: MISCELLANEOUS INCOME

    total $1,057,856 · related or exempt $1,057,856

  • 11e · Other revenue, total

    $1,057,856

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $25,593,388 · program services $25,593,388

  • 5 · Compensation of officers, directors and key employees

    total $1,690,194 · program services $691,914 · management and general $650,737 · fundraising $347,543

  • 7 · Other salaries and wages

    total $28,900,756 · program services $18,103,923 · management and general $8,890,942 · fundraising $1,905,891

  • 8 · Pension plan contributions

    total $2,086,259 · program services $1,306,868 · management and general $641,810 · fundraising $137,581

  • 9 · Other employee benefits

    total $5,236,731 · program services $3,280,377 · management and general $1,611,012 · fundraising $345,342

  • 10 · Payroll taxes

    total $2,463,633 · program services $1,543,261 · management and general $757,905 · fundraising $162,467

  • 11b · Fees: legal

    total $23,031 · management and general $23,031

  • 11c · Fees: accounting

    total $123,876 · management and general $123,876

  • 11f · Fees: investment management

    total $202,246 · management and general $202,246

  • 11g · Fees: other

    total $2,059,872 · program services $1,441,910 · management and general $514,968 · fundraising $102,994

  • 12 · Advertising and promotion

    total $2,001,325 · program services $1,400,928 · management and general $500,331 · fundraising $100,066

  • 13 · Office expenses

    total $4,943,118 · program services $4,140,346 · management and general $267,591 · fundraising $535,181

  • 14 · Information technology

    total $2,094,374 · program services $1,675,499 · management and general $314,156 · fundraising $104,719

  • 16 · Occupancy

    total $4,282,941 · program services $3,640,500 · management and general $642,441

  • 17 · Travel

    total $1,330,883 · program services $1,064,707 · management and general $199,632 · fundraising $66,544

  • 19 · Conferences, conventions and meetings

    total $639,064 · program services $511,251 · management and general $95,860 · fundraising $31,953

  • 22 · Depreciation, depletion and amortization

    total $3,365,865 · program services $2,860,985 · management and general $504,880

  • 23 · Insurance

    total $685,786 · program services $582,918 · management and general $102,868

  • 24a · Other expenses: ONLINE FEE

    total $5,347,914 · program services $4,545,727 · management and general $802,187

  • 24b · Other expenses: FOOD SERVICE

    total $2,531,878 · program services $2,405,284 · management and general $126,594

  • 24c · Other expenses: EQUIPMENT RENTAL & MAIN

    total $1,280,231 · program services $1,088,196 · management and general $192,035

  • 24d · Other expenses: SPECIAL PROGRAMS

    total $596,172 · program services $506,746 · management and general $89,426

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $21,121,762 · end of year $28,450,054

  • 3 · Pledges and grants receivable

    beginning of year $11,286,000 · end of year $6,783,300

  • 4 · Accounts receivable

    beginning of year $5,681,050 · end of year $5,296,878

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,143,003 · end of year $1,586,618

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

    $172,768,022

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

    $84,385,961

  • 10c · Land, buildings and equipment, net

    beginning of year $93,730,234 · end of year $88,382,061

  • 11 · Investments: publicly traded securities

    beginning of year $55,648,916 · end of year $62,424,658

  • 12 · Investments: other securities

    beginning of year $7,460,195 · end of year $4,519,881

  • 13 · Investments: program-related

    beginning of year $288,360 · end of year $222,508

  • 15 · Other assets

    beginning of year $196,853 · end of year $176,400

  • 17 · Accounts payable and accrued expenses

    beginning of year $3,383,569 · end of year $3,082,358

  • 18 · Grants payable

    beginning of year $475,948 · end of year $333,934

  • 19 · Deferred revenue

    beginning of year $10,572,862 · end of year $10,772,476

  • 21 · Escrow or custodial account liability

    beginning of year $1,932 · end of year $1,328

  • 25 · Other liabilities

    beginning of year $2,936,697 · end of year $2,831,425

  • 27 · Net assets without donor restrictions

    beginning of year $100,932,520 · end of year $100,588,076

  • 28 · Net assets with donor restrictions

    beginning of year $78,252,845 · end of year $80,232,761

Mission and programs · 2024

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 2024-2025 ACADEMIC YEAR THE COLLEGE ENROLLED 890 STUDENTS AND DELIVERED 25,170 INSTRUCTIONAL ACTIVITY CREDIT HOURS. THE SGPP ENROLLED 3,797 STUDENTS ACROSS THE 2024-2025 ACADEMIC YEAR AND DELIVERED 49,308 INSTRUCTIONAL ACTIVITY CREDIT HOURS. THE UNIVERSITY EXPECTS TO MAINTAIN ENROLLMENT AT SGPP IN 2025-2026. THE UNIVERSITY OFFERS 24 MAJORS WITH THE BACHELOR OF ARTS PROGRAM. THE UNIVERSITY OFFERS AN ADDITIONAL 57 PROGRAMS WITHIN THE SGPP.

    Expenses $58,067,772 · Grants $25,593,388 · Revenue $71,630,473

  • STUDENT SERVICES:IN 2024-2025, 316 TRADITIONAL UNDERGRADUATE STUDENTS (ABOUT 38% OF THAT POPULATION) PARTICIPATED IN 15 NCAA DIVISION III SPORTS OFFERED AT SAINT MARY'S UNIVERSITY. PARTICIPATION IN INTRAMURAL ACTIVITIES ANNUALLY IS OVER 35%. THE FINANCIAL AID OFFICE PROCESSED $69,539,660 IN LOANS, GRANTS, WORK STUDY AND SCHOLARSHIP FOR THE ENTIRE UNIVERSITY IN 2024-2025. 89 INTERNATIONAL STUDENTS WERE ENROLLED AT THE UNIVERSITY IN 2024-2025. 47 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 $12,485,161 · Revenue $265,944

  • 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. 81% OF STUDENTS AT THE COLLEGE, RESIDE ON CAMPUS. ELEVEN 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 $5,831,795 · Revenue $7,774,648

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Burns Father James

    PRESIDENT

    Total calculated
    $482,914
    From this org
    $410,706
    From related orgs
    $0
    Other
    $72,208
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $408,817
    Bonus
    $0
    Other
    $1,889
    Deferred
    $28,609
    Nontaxable benefits
    $43,599
    Filer's total
    $482,914

  • Stevens Gregory

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Laak Michael

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Simon Sandra

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Colletti Jerome

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Barron Most Rev Robert

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Baryl Jennifer

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Bilski Matthew

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Bimonte Bro Robert

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Cerone Robert

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Curran Bro Jack

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Fehrenbach Bro Michael

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Gostout Bobbie

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Haydock Roger

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Jacobs Mark

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Johnson Bro Thomas

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Kaiser Julie

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Landman Sarah

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • O'Hern Bro Michael

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Powers Shaun

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Schieler Bro Robert

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Steger Angela

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Trauscht Ann

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Van Fossen Marcy

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Bucaro Fernando

    CFO (TERM 01/2025)

    Total calculated
    $162,692
    From this org
    $151,515
    From related orgs
    $0
    Other
    $11,177
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $151,294
    Bonus
    $0
    Other
    $221
    Deferred
    $11,070
    Nontaxable benefits
    $107
    Filer's total
    $162,692

  • Merchlewitz Ann

    SENIOR VP AND GENERAL COUNSEL

    Total calculated
    $137,715
    From this org
    $112,026
    From related orgs
    $0
    Other
    $25,689
    Hours/week
    40

  • Ansell David

    ASSISTANT VP, FINANCIAL AFFAIRS

    Total calculated
    $118,064
    From this org
    $88,189
    From related orgs
    $0
    Other
    $29,875
    Hours/week
    40

  • Dirksen Andrew

    CHIEF OPERATIONS OFFICER

    Total calculated
    $159,832
    From this org
    $148,898
    From related orgs
    $0
    Other
    $10,934
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $148,787
    Bonus
    $0
    Other
    $111
    Deferred
    $10,807
    Nontaxable benefits
    $127
    Filer's total
    $159,832

  • Klein Gary

    VP, ADVANCEMENT (TERM 05/2025)

    Total calculated
    $275,107
    From this org
    $240,616
    From related orgs
    $0
    Other
    $34,491
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $239,584
    Bonus
    $0
    Other
    $1,032
    Deferred
    $18,138
    Nontaxable benefits
    $16,353
    Filer's total
    $275,107

  • Gordon Leah

    PROGRAM DIR., NURSE ANETHESIOLOGY

    Total calculated
    $215,595
    From this org
    $193,499
    From related orgs
    $0
    Other
    $22,096
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $193,236
    Bonus
    $0
    Other
    $263
    Deferred
    $14,469
    Nontaxable benefits
    $7,627
    Filer's total
    $215,595

  • McMahon Michael

    VP FOR ENROLLMENT MANAGEMENT

    Total calculated
    $188,765
    From this org
    $168,750
    From related orgs
    $0
    Other
    $20,015
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $168,605
    Bonus
    $0
    Other
    $145
    Deferred
    $12,393
    Nontaxable benefits
    $7,622
    Filer's total
    $188,765

  • Gauderman Julie

    ASSOC. DIR., NURSE ANETHESIOLOGY

    Total calculated
    $203,234
    From this org
    $167,801
    From related orgs
    $0
    Other
    $35,433
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $167,650
    Bonus
    $0
    Other
    $151
    Deferred
    $12,956
    Nontaxable benefits
    $22,477
    Filer's total
    $203,234

  • Rovang Michelle

    VP FOR UNIVERISTY RELATIONS

    Total calculated
    $181,711
    From this org
    $155,283
    From related orgs
    $0
    Other
    $26,428
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $154,966
    Bonus
    $0
    Other
    $317
    Deferred
    $12,028
    Nontaxable benefits
    $14,400
    Filer's total
    $181,711

  • Hines Susan

    VP FOR ACADEMIC AFFAIRS

    Total calculated
    $166,789
    From this org
    $148,041
    From related orgs
    $0
    Other
    $18,748
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $146,796
    Bonus
    $0
    Other
    $1,245
    Deferred
    $10,875
    Nontaxable benefits
    $7,873
    Filer's total
    $166,789

  • Bonilla Max

    FORMER PROVOST

    Total calculated
    $353,875
    From this org
    $340,649
    From related orgs
    $0
    Other
    $13,226
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $92,723
    Bonus
    $0
    Other
    $247,926
    Deferred
    $6,890
    Nontaxable benefits
    $6,336
    Filer's total
    $353,875

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
2024
Filed
31 March 2026
IRS schema version
2024v5.5
Source object
202631049349300728

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