ST MARYS UNIVERSITY OF MINNESOTA (EIN 410695527) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1912

Legal Domicile

Principal Officer

FATHER JAMES BURNS

Phone

5074571445

Tax Period

2024-06-01 to 2025-05-31

ST MARYS UNIVERSITY OF MINNESOTA, founded in 1912, is a mid-sized nonprofit in the Education sector that reported $99.1M in total revenue in fiscal year 2024. Revenue decreased 8% compared to the prior year.

Mission

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $12,966,051

Program Service Revenue $78,613,209

Investment Income $6,387,811

Other Revenue $1,147,938

TOTAL REVENUE $99,115,009

Expense Breakdown

Grants Paid $25,593,388

Salaries & Benefits $40,377,573

Fundraising Expenses $3,840,281

Program Expenses $76,384,728

Other Expenses $31,508,576

TOTAL EXPENSES $97,479,537

Year-over-Year Comparison

	2024	2023	Change
Revenue	$99,115,009	$107,948,812	-0.1%
Expenses	$97,479,537	$98,768,656	0.0%
Net Income	$1,635,472	$9,180,156	-0.8%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✓ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

1511

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✓ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✓ Engaged in Lobbying

✗ Operated Donor Advised Fund

✓ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$1,061,217

Total Directors

$482,914

Key Employees

$275,107

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BURNS FATHER JAMES	PRESIDENT	40.00	Officer Director	$410,706	$72,208	$482,914
STEVENS GREGORY	CHAIR	1.00	Officer Director	$0	$0	$0
LAAK MICHAEL	VICE CHAIR	1.00	Officer Director	$0	$0	$0
SIMON SANDRA	SECRETARY	1.00	Officer Director	$0	$0	$0
COLLETTI JEROME	TREASURER	1.00	Officer Director	$0	$0	$0
BARRON MOST REV ROBERT	TRUSTEE	1.00	Director	$0	$0	$0
BARYL JENNIFER	TRUSTEE	1.00	Director	$0	$0	$0
BILSKI MATTHEW	TRUSTEE	1.00	Director	$0	$0	$0
BIMONTE BRO ROBERT	TRUSTEE	1.00	Director	$0	$0	$0
CERONE ROBERT	TRUSTEE	1.00	Director	$0	$0	$0
CURRAN BRO JACK	TRUSTEE	1.00	Director	$0	$0	$0
FEHRENBACH BRO MICHAEL	TRUSTEE	1.00	Director	$0	$0	$0
GOSTOUT BOBBIE	TRUSTEE	1.00	Director	$0	$0	$0
HAYDOCK ROGER	TRUSTEE	1.00	Director	$0	$0	$0
JACOBS MARK	TRUSTEE	1.00	Director	$0	$0	$0
JOHNSON BRO THOMAS	TRUSTEE	1.00	Director	$0	$0	$0
KAISER JULIE	TRUSTEE	1.00	Director	$0	$0	$0
LANDMAN SARAH	TRUSTEE	1.00	Director	$0	$0	$0
O'HERN BRO MICHAEL	TRUSTEE	1.00	Director	$0	$0	$0
POWERS SHAUN	TRUSTEE	1.00	Director	$0	$0	$0
SCHIELER BRO ROBERT	TRUSTEE	1.00	Director	$0	$0	$0
STEGER ANGELA	TRUSTEE	1.00	Director	$0	$0	$0
TRAUSCHT ANN	TRUSTEE	1.00	Director	$0	$0	$0
VAN FOSSEN MARCY	TRUSTEE	1.00	Director	$0	$0	$0
BUCARO FERNANDO	CFO (TERM 01/2025)	40.00	Officer	$151,515	$11,177	$162,692
MERCHLEWITZ ANN	SENIOR VP AND GENERAL COUNSEL	40.00	Officer	$112,026	$25,689	$137,715
ANSELL DAVID	ASSISTANT VP, FINANCIAL AFFAIRS	40.00	Officer	$88,189	$29,875	$118,064
DIRKSEN ANDREW	CHIEF OPERATIONS OFFICER	40.00	Officer	$148,898	$10,934	$159,832
KLEIN GARY	VP, ADVANCEMENT (TERM 05/2025)	40.00	Key Emp	$240,616	$34,491	$275,107
GORDON LEAH	PROGRAM DIR., NURSE ANETHESIOLOGY	40.00	Highest	$193,499	$22,096	$215,595
MCMAHON MICHAEL	VP FOR ENROLLMENT MANAGEMENT	40.00	Highest	$168,750	$20,015	$188,765
GAUDERMAN JULIE	ASSOC. DIR., NURSE ANETHESIOLOGY	40.00	Highest	$167,801	$35,433	$203,234
ROVANG MICHELLE	VP FOR UNIVERISTY RELATIONS	40.00	Highest	$155,283	$26,428	$181,711
HINES SUSAN	VP FOR ACADEMIC AFFAIRS	40.00	Highest	$148,041	$18,748	$166,789
BONILLA MAX	FORMER PROVOST	40.00		$340,649	$13,226	$353,875

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$99,115,009	$97,479,537	$197,842,358	$1,635,472
2024	$107,948,812	$98,768,656	$196,556,373	$9,180,156
2023	$96,920,381	$98,367,378	$194,010,880	$-1,446,997
2022	$108,114,364	$103,288,554	$202,355,583	$4,825,810
2021	$109,150,875	$96,521,102	$206,783,049	$12,629,773
2020	$103,191,263	$98,301,355	$182,925,802	$4,889,908
2019	$95,087,223	$98,209,536	$178,717,016	$-3,122,313
2018	$105,173,708	$95,160,616	$185,891,242	$10,013,092

ST MARYS UNIVERSITY OF MINNESOTA