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Nonprofiteer
← ST NORBERT COLLEGE INC

Form 990 for tax year 2023

Filed by ST NORBERT COLLEGE INC.

Totals

Total revenue
$124,812,086
Total expenses
$112,121,556
Contributions and grants received
$9,443,565
Grants paid
$41,985,321
Program service revenue
$92,459,074
Investment income
$15,228,622
Other revenue
$7,680,825
Total assets, end of year
$394,030,665
Total liabilities, end of year
$31,156,770
Net assets or fund balances, end of year
$362,873,895
Program services expenses (Part IX)
$82,361,397
Management and general expenses
$27,832,066
Fundraising expenses
$1,928,093
Program service expenses (Part III)
$82,361,397

Program services were 73.5% 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)

    $713,199

  • 1f · All other contributions, gifts and grants

    $8,730,366

  • 1g · Noncash contributions included above

    $251,463

  • 2a · Program service revenue: TUITION AND FEES

    total $77,827,269 · related or exempt $77,827,269

  • 2b · Program service revenue: AUXILIARY ENTERPRISE

    total $13,119,726 · related or exempt $11,009,829 · unrelated business $2,109,897

  • 2c · Program service revenue: EDUCATIONAL ACTIVITIES

    total $1,512,079 · related or exempt $1,512,079

  • 3 · Investment income

    total $4,526,601 · excluded $4,526,601

  • 7a · Gross sales of assets other than inventory

    securities $22,885,652 · other assets $3,576,954

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

    securities $15,528,867 · other assets $231,718

  • 7c · Gain or loss

    securities $7,356,785 · other assets $3,345,236

  • 7d · Net gain or loss

    total $10,702,021 · excluded $10,702,021

  • 10a · Gross sales of inventory

    $7,588,953

  • 10b · Cost of goods sold

    $2,362,287

  • 10c · Net income from sales of inventory

    total $5,226,666 · related or exempt $5,226,666

  • 11a · Other revenue: MISC REVENUE

    total $2,454,159 · related or exempt $2,454,159

  • 11e · Other revenue, total

    $2,454,159

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $41,985,321 · program services $41,985,321

  • 5 · Compensation of officers, directors and key employees

    total $846,585 · management and general $846,585

  • 7 · Other salaries and wages

    total $31,085,181 · program services $20,374,320 · management and general $9,666,180 · fundraising $1,044,681

  • 8 · Pension plan contributions

    total $1,859,658 · program services $1,115,532 · management and general $686,102 · fundraising $58,024

  • 9 · Other employee benefits

    total $6,272,217 · program services $2,526,487 · management and general $3,644,709 · fundraising $101,021

  • 10 · Payroll taxes

    total $2,515,002 · program services $1,472,984 · management and general $964,855 · fundraising $77,163

  • 11b · Fees: legal

    total $284,212 · management and general $284,212

  • 11c · Fees: accounting

    total $45,848 · management and general $45,848

  • 11f · Fees: investment management

    total $395,341 · management and general $395,341

  • 11g · Fees: other

    total $2,421,152 · program services $778,634 · management and general $1,631,976 · fundraising $10,542

  • 12 · Advertising and promotion

    total $201,652 · program services $109,226 · management and general $87,744 · fundraising $4,682

  • 13 · Office expenses

    total $1,318,271 · program services $1,217,862 · management and general $68,895 · fundraising $31,514

  • 16 · Occupancy

    total $9,397,646 · program services $4,854,211 · management and general $4,305,830 · fundraising $237,605

  • 17 · Travel

    total $2,814,724 · program services $2,646,190 · management and general $137,163 · fundraising $31,371

  • 20 · Interest

    total $563,875 · program services $315,206 · management and general $233,444 · fundraising $15,225

  • 22 · Depreciation, depletion and amortization

    total $5,799,002 · program services $3,241,642 · management and general $2,400,787 · fundraising $156,573

  • 23 · Insurance

    total $58,556 · program services $14,402 · fundraising $44,154

  • 24a · Other expenses: DUES & SUBSCRIPTIONS

    total $1,775,051 · program services $301,184 · management and general $1,438,812 · fundraising $35,055

  • 24b · Other expenses: MISCELLANEOUS

    total $1,178,671 · program services $459,106 · management and general $714,751 · fundraising $4,814

  • 24c · Other expenses: HOSPITALITY/ENTERTAIN

    total $642,944 · program services $568,838 · fundraising $74,106

  • 24d · Other expenses: LIBRARY

    total $475,807 · program services $362,169 · management and general $112,075 · fundraising $1,563

  • 24e · All other expenses

    total $184,840 · program services $18,083 · management and general $166,757

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,004,493 · end of year $5,068,314

  • 2 · Savings and temporary cash investments

    beginning of year $184,341 · end of year $3,923,180

  • 3 · Pledges and grants receivable

    beginning of year $25,770,822 · end of year $3,225,153

  • 4 · Accounts receivable

    beginning of year $838,736 · end of year $618,393

  • 7 · Other notes and loans receivable

    beginning of year $871,447 · end of year $598,296

  • 8 · Inventories for sale or use

    beginning of year $207,930 · end of year $225,307

  • 9 · Prepaid expenses and deferred charges

    beginning of year $912,138 · end of year $998,944

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

    $241,954,744

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

    $86,377,440

  • 10c · Land, buildings and equipment, net

    beginning of year $156,461,462 · end of year $155,577,304

  • 11 · Investments: publicly traded securities

    beginning of year $171,284,554 · end of year $203,197,447

  • 12 · Investments: other securities

    beginning of year $10,503,102 · end of year $17,024,358

  • 15 · Other assets

    beginning of year $3,222,358 · end of year $3,573,969

  • 17 · Accounts payable and accrued expenses

    beginning of year $8,044,687 · end of year $7,948,463

  • 18 · Grants payable

    beginning of year $923,774 · end of year $628,206

  • 19 · Deferred revenue

    beginning of year $1,481,448 · end of year $1,073,532

  • 20 · Tax-exempt bond liabilities

    beginning of year $20,550,968 · end of year $19,279,311

  • 25 · Other liabilities

    beginning of year $4,797,520 · end of year $2,227,258

  • 27 · Net assets without donor restrictions

    beginning of year $149,963,336 · end of year $158,347,847

  • 28 · Net assets with donor restrictions

    beginning of year $186,499,650 · end of year $204,526,048

Mission and programs · 2023

Mission

ST. NORBERT COLLEGE, A CATHOLIC LIBERAL ARTS COLLEGE EMBRACING THE NORBERTINE IDEAL OF COMMUNIO, PROVIDES AN EDUCATIONAL ENVIRONMENT THAT FOSTERS INTELLECTUAL, SPIRITUAL AND PERSONAL DEVELOPMENT.

  • SCHOLARSHIPS & GRANTS

    Expenses $41,985,321 · Grants $41,985,321

  • EDUCATION DELIVERY, GENERAL/OTHER: INSTRUCTION, RESEARCH, PUBLIC SERVICE, AND ACADEMIC SUPPORT (1,857 STUDENTS).

    Expenses $20,276,688 · Revenue $87,020,173

  • STUDENT SERVICES PROGRAM: STUDENT SERVICES INCLUDES ADMISSIONS, REGISTRATION, FINANCIAL AID, CAREER CENTER, AND THE HEALTH CENTER (1,857 STUDENTS).

    Expenses $12,017,270

  • AUXILIARY ENTERPRISES PROVIDES HOUSING, BOARD, AND BOOKSTORE SERVICES TO APPROXIMATELY 1,547 RESIDENTIAL STUDENTS (1,857 TOTAL STUDENTS).

    Expenses $8,082,118 · Revenue $11,009,829

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

Listed in Part VII

  • Ms Tracy B Arndt

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Rev James Baraniak O Praem

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Rev Andy Cribben O Praem

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Mr Mike Daniels

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Mr Phil Flynn

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Dr Mike Foley

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Rev Jay Fostner O Praem

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Mr Paul Gehl

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Mr George F Hartmann

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Mr Chris Hess

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Rev Patrick Lapacz O Praem

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Br Terry Lauerman O Praem

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Ms Christine Loose

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Ms Karen McDiarmid

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Mr Mike McEvoy

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Fr Jordan Neeck O Praem

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Dr Sandra Odorzynski

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Ms Ashley Prange

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Mr Bill Rehm

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Ms Maryellen Schill

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Mr Joseph Schinkten

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Mr Tom Schmidt

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Mr Richard Terry

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Mr Edward Thompson

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Rev Johnathan Turba O Praem

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Brad Vanden Branden O Praem

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Ms Julie Van Straten

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Mr Kurt Voss

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Rev John Zagarella O Praem

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Autumn Anfang

    VICE PRESIDENT FOR BUSINESS AND FINANCE

    Total calculated
    $264,260
    From this org
    $221,580
    From related orgs
    $0
    Other
    $42,680
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $221,280
    Bonus
    $0
    Other
    $300
    Deferred
    $17,987
    Nontaxable benefits
    $24,693
    Filer's total
    $264,260

  • Laurie Joyner

    PRESIDENT

    Total calculated
    $216,938
    From this org
    $200,066
    From related orgs
    $0
    Other
    $16,872
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $158,868
    Bonus
    $25,000
    Other
    $16,198
    Deferred
    $8,149
    Nontaxable benefits
    $8,723
    Filer's total
    $216,938

  • Tom Kunkel

    PRESIDENT

    Total calculated
    $215,915
    From this org
    $205,405
    From related orgs
    $0
    Other
    $10,510
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $205,405
    Bonus
    $0
    Other
    $0
    Deferred
    $10,177
    Nontaxable benefits
    $333
    Filer's total
    $215,915

  • Julie Massey

    CHIEF OF STAFF AND SECRETARY

    Total calculated
    $146,802
    From this org
    $129,248
    From related orgs
    $0
    Other
    $17,554
    Hours/week
    40

  • Mr Fred Schmidt

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Ms Patti McKeithan

    BOARD VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • David Bailey

    ASSOCIATE VICE PRESIDENT FOR ACADEMIC AFFAIRS

    Total calculated
    $195,746
    From this org
    $163,591
    From related orgs
    $0
    Other
    $32,155
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $121,518
    Bonus
    $2,000
    Other
    $40,073
    Deferred
    $10,140
    Nontaxable benefits
    $22,015
    Filer's total
    $195,746

  • Jonathan Enslin

    VICE PRESIDENT FOR COLLEGE ADVANCEMENT

    Total calculated
    $240,832
    From this org
    $206,615
    From related orgs
    $0
    Other
    $34,217
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $199,315
    Bonus
    $0
    Other
    $7,300
    Deferred
    $16,093
    Nontaxable benefits
    $18,124
    Filer's total
    $240,832

  • Edward Lamm

    VICE PRESIDENT FOR ENROLLMENT MANAGEMENT & COMMUNI

    Total calculated
    $228,408
    From this org
    $191,723
    From related orgs
    $0
    Other
    $36,685
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $183,723
    Bonus
    $0
    Other
    $8,000
    Deferred
    $15,284
    Nontaxable benefits
    $21,401
    Filer's total
    $228,408

  • Andrea Lee

    VICE PRESIDENT FOR ACADEMIC AFFAIRS

    Total calculated
    $176,696
    From this org
    $166,374
    From related orgs
    $0
    Other
    $10,322
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $118,559
    Bonus
    $0
    Other
    $47,815
    Deferred
    $5,884
    Nontaxable benefits
    $4,438
    Filer's total
    $176,696

  • Joe Webb

    VICE PRESIDENT FOR STUDENT AFFAIRS

    Total calculated
    $187,721
    From this org
    $156,663
    From related orgs
    $0
    Other
    $31,058
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $156,663
    Bonus
    $0
    Other
    $0
    Deferred
    $9,642
    Nontaxable benefits
    $21,416
    Filer's total
    $187,721

  • Mark Bockenhauer

    PROFESSOR OF GEOGRAPHY

    Total calculated
    $203,854
    From this org
    $188,487
    From related orgs
    $0
    Other
    $15,367
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $71,048
    Bonus
    $0
    Other
    $117,439
    Deferred
    $5,630
    Nontaxable benefits
    $9,737
    Filer's total
    $203,854

  • Paul Bursik

    PROFESSOR OF BUSINESS ADMINISTRATION - FINANCE AND

    Total calculated
    $193,362
    From this org
    $165,138
    From related orgs
    $0
    Other
    $28,224
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $165,138
    Bonus
    $0
    Other
    $0
    Deferred
    $13,429
    Nontaxable benefits
    $14,795
    Filer's total
    $193,362

  • Robert Downard

    DIRECTOR OF INFRASTRUCTURE AND OPERATIONS

    Total calculated
    $183,437
    From this org
    $162,894
    From related orgs
    $0
    Other
    $20,543
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $86,719
    Bonus
    $0
    Other
    $76,175
    Deferred
    $7,375
    Nontaxable benefits
    $13,168
    Filer's total
    $183,437

  • Daniel Heiser

    DEAN OF SCHNEIDER SCHOOL OF BUSINESS AND ECONOMICS

    Total calculated
    $268,031
    From this org
    $251,975
    From related orgs
    $0
    Other
    $16,056
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $98,685
    Bonus
    $2,000
    Other
    $151,290
    Deferred
    $8,538
    Nontaxable benefits
    $7,518
    Filer's total
    $268,031

  • Jamie O'Brien

    PROFESSOR OF BUSINESS ADMINISTRATION

    Total calculated
    $178,731
    From this org
    $146,954
    From related orgs
    $0
    Other
    $31,777
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $121,954
    Bonus
    $0
    Other
    $25,000
    Deferred
    $10,035
    Nontaxable benefits
    $21,742
    Filer's total
    $178,731

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
  • 1a · Health or social club dues or initiation fees
  • 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
  • 4a · Severance or change-of-control payment

Answered no

  • 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
FOR THE CONVENIENCE OF THE COLLEGE, THE PRESIDENT ACCEPTED A PERSONAL RESIDENCE WITHIN THE PROXIMITY OF THE COLLEGE AS A CONDITION OF THEIR EMPLOYMENT. IN ADDITION, THE PRESIDENT AND THE VP FOR ENROLLMENT MANAGEMENT HAVE BEEN PROVIDED MEMBERSHIPS AT LOCAL COUNTRY CLUBS, WHICH ARE CONSIDERED WORKING CONDITION FRINGE BENEFITS. THESE ITEMS ARE USED FOR BUSINESS/ENTERTAINMENT ON BEHALF OF THE COLLEGE. NOTHING HAS BEEN INCLUDED AS TAXABLE INCOME.
PART I, LINE 4A
THE FOLLOWING INDIVIDUALS RECEIVED SEVERANCE AMOUNTS: MARK BOCKENHAUER - $ 111,114 ROBERT DOWNARD - $ 61,756 DANIEL HEISER - $ 150,753

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.

  • THE PREMONSTRATENSIAN FATHERS OF WISCONSIN

    501(C)(3) · CHURCH · WI

Provenance

Return type
form_990
Tax year
2023
Filed
13 February 2025
IRS schema version
2023v6.0
Source object
202520489349301077

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