Nonprofit · EIN 42-0707124
BRIAR CLIFF UNIVERSITY
Tax-exempt · SIOUX CITY, IA 51104
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2025 | 990 | $37,517,087 | $40,469,911 | -$2,952,824 | $45,238,145 | $22,218,194 | $23,019,951 |
| May 31, 2024 | 990 | $40,981,527 | $40,150,044 | $831,483 | $50,637,836 | $24,442,532 | $26,195,304 |
| May 31, 2023 | 990 (amended) | $33,889,878 | $37,546,085 | -$3,656,207 | $43,962,643 | $20,076,600 | $23,886,043 |
Financial details: 990 for the year ended May 31, 2025
Revenue
- Contributions, gifts and grants
- $7,697,528
- of which government grants
- $1,370,275
- Program service revenue
- $27,783,880
- Investment income
- $1,441,911
- Net rental income
- $29,299
- Net gain from sales of assets
- $1,139,658
- Net income from sales of inventory
- -$30,114
- Other revenue
- $593,768
Expenses
- Grants and similar amounts paid
- $13,654,079
- Compensation of officers, directors and key employees
- $678,960
- Other salaries and wages
- $11,368,306
- Salaries, compensation and benefits (total)
- $14,576,822
- Professional fundraising fees
- $0
- Legal fees
- $35,063
- Accounting fees
- $113,991
- Occupancy
- $190,677
- Travel
- $481,917
- Depreciation
- $2,051,169
- Program services (functional)
- $35,904,150
- Management and general (functional)
- $3,224,146
- Fundraising (functional)
- $1,341,615
Balance sheet and other
- Total assets, start of year
- $50,637,836
- Total assets, end of year
- $45,238,145
- Total liabilities, end of year
- $22,218,194
- Net assets, end of year
- $23,019,951
- Land, buildings and equipment
- $21,414,206
- Publicly traded securities
- $12,323,915
- Net assets without donor restrictions
- -$907,523
- Net assets with donor restrictions
- $23,927,474
- Gross receipts
- $38,739,836
- Employees
- 461
- Volunteers
- 27
- Year formed
- 1963
- State of legal domicile
- IA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended May 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MARK ROSSI | PROVOST Officer | 40 | $170,463 | $21,488 |
| JOHN ROBERTSON | VP FINANCE & ADMINISTRATIO Officer | 40 | $169,204 | $12,376 |
| PATRICK CROSS | PROGRAM DIRECTOR, DPT Highest-paid employee | 40 | $151,295 | $7,132 |
| SUZANNE FISCHER | VP FOR UNIVERSITY RELATION Officer | 40 | $136,492 | $16,928 |
| PARTICK HAUER | PROFESSOR, DPT Highest-paid employee | 40 | $132,824 | $8,942 |
| MICHAEL HARMAN | PROFESSOR, DPT Highest-paid employee | 40 | $130,004 | $7,132 |
| MATTHEW DRAUD | PRESIDENT Trustee or director, Officer | 40 | $127,608 | $4,471 |
| CORTNI KRUEMARK | PROGRAM DIRECTOR, OTD Highest-paid employee | 40 | $109,114 | $21,888 |
| CORI KOOPMAN | VP OF ADVANCEMANT Officer | 40 | $125,399 | $0 |
| TIM JAGER | EXECUTIVE DIRECTOR OF ATHL Officer | 40 | $107,193 | $12,172 |
| SANDRA BURNS | PROFESSOR, DPT Highest-paid employee | 40 | $109,344 | $8,054 |
| STEVE FREEMAN | INTERIM PRESIDENT Trustee or director, Officer | 40 | $13,065 | $0 |
| STEVE STOUFFER | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| GAIL BERNSTEIN | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| LISA BERTRAND | VICE CHAIR Trustee or director, Officer | 0.5 | $0 | $0 |
17 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TERRY FRIEDMAN | TRUSTEE Trustee or director | 0.5 | $0 |
| SR RENAE HOHENSEE | TRUSTEE Trustee or director | 0.5 | $0 |
| DARRELL JESSE | TRUSTEE Trustee or director | 0.5 | $0 |
| SR CATHY KATOSKI | TRUSTEE Trustee or director | 0.5 | $0 |
| SR KATHY KNIPPER | TRUSTEE Trustee or director | 0.5 | $0 |
| KATHY LAFAVOR | TRUSTEE Trustee or director | 0.5 | $0 |
| DAN MOORE | TRUSTEE Trustee or director | 0.5 | $0 |
| REVERAND WALKER NICKLESS | TRUSTEE Trustee or director | 0.5 | $0 |
| NICK ROTH | TRUSTEE Trustee or director | 0.5 | $0 |
| MARK SCHUETT | TRUSTEE Trustee or director | 0.5 | $0 |
| JANE SHEY | TRUSTEE Trustee or director | 0.5 | $0 |
| STEVE DEVOE | TRUSTEE Trustee or director | 0.5 | $0 |
| GREG HOFFMAN | TRUSTEE Trustee or director | 0.5 | $0 |
| BEN SITZMANN | TRUSTEE Trustee or director | 0.5 | $0 |
| DR KATHLEEN WAGNER | TRUSTEE Trustee or director | 0.5 | $0 |
| THOMAS PADGETT | TRUSTEE Trustee or director | 0.5 | $0 |
| BISHOP JOHN E KEEHNER | TRUSTEE Trustee or director | 0.5 | $0 |
990 for the year ended May 31, 2024: 36 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| PATRICK JACOBSON-SCHULTE | VP, FINANCE/TREASURER Trustee or director, Officer | 40 | $244,432 | $24,910 |
| MICHELLE BOE | VP FOR ADVANCEMENT/GENERAL Officer | 40 | $152,560 | $22,884 |
| PATRICK CROSS | PROGRAM DIRECTOR, DPT Highest-paid employee | 40 | $148,072 | $10,847 |
| MARK ROSSI | PROVOST Highest-paid employee | 40 | $126,880 | $18,656 |
| PARTICK HAUER | PROFESSOR, DPT Highest-paid employee | 40 | $127,745 | $15,103 |
| ADAM STENSTROM | DIRECTOR OF PROSPECT DEVELOPMENT Highest-paid employee | 40 | $112,646 | $26,284 |
| SUZANNE FISCHER | VP FOR UNIVERSITY RELATION Officer | 40 | $107,178 | $22,746 |
| MARIA SHAULIS | ASSOCIATE VICE PRESIDENT OF STUDENT FINANCIAL SYST Highest-paid employee | 40 | $110,740 | $11,351 |
| MATT THOMSEN | VP FOR ENROLLMENT MANAGEME Officer | 40 | $92,797 | $29,225 |
| SHIRIN EDWIN | VP FOR ACADEMIC AFFAIRS Officer | 40 | $97,175 | $8,679 |
| TODD KNEALING | VP FOR ACADEMIC AFFAIRS Officer | 40 | $64,430 | $11,429 |
| ANN OATMAN | VP FOR FINANCE/TREASURER Officer | 40 | $57,672 | $6,673 |
| JOHN ROBERTSON | VP FINANCE & ADMINISTRATIO Officer | 40 | $46,988 | $5,575 |
| STEVE STOUFFER | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| GAIL BERNSTEIN | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| LISA BERTRAND | VICE CHAIR Trustee or director, Officer | 0.5 | $0 | $0 |
| TERRY FRIEDMAN | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| SR RENAE HOHENSEE | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| DARRELL JESSE | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| SR CATHY KATOSKI | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| SR KATHY KNIPPER | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| KATHY LAFAVOR | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| DAN MOORE | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| REVERAND WALKER NICKLESS | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| NICK ROTH | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| MARK SCHUETT | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| JANE SHEY | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| STEVE DEVOE | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| GREG HOFFMAN | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| BEN SITZMANN | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| DR KATHLEEN WAGNER | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| STEVE FREEMAN | INTERIM PRESIDENT Trustee or director, Officer | 40 | $0 | $0 |
| MATTHEW DRAUD | PRESIDENT Trustee or director, Officer | 40 | $0 | $0 |
| TIM JAGER | EXECUTIVE DIRECTOR OF ATHLETIC OPERATIONS Officer | 40 | $0 | $0 |
| CORI KOOPMAN | VP OF ADVANCEMANT Officer | 40 | $0 | $0 |
| THERESA VANDENBERG | DIRECTOR OF HR Officer | 40 | $0 | $0 |
990 for the year ended May 31, 2023: 29 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| PATRICK JACOBSON-SCHULTE | VP, FINANCE/TREASURER Trustee or director, Officer | 40 | $258,134 | $11,907 |
| MICHELLE BOE | VP FOR ADVANCEMENT/GENERAL COUNSEL Officer | 40 | $160,203 | $14,853 |
| RACHELLE KECK | PRESIDENT, BOARD SECRETARY Trustee or director, Officer | 40 | $158,913 | $0 |
| PATRICK CROSS | PROGRAM DIRECTOR, DPT Highest-paid employee | 40 | $152,056 | $5,616 |
| MARK ROSSI | PROFESSOR, BUSINESS ADMINISTRATION Highest-paid employee | 40 | $132,401 | $14,992 |
| PATRICK HAUER | PROF & ASST PROG DIRECTOR, DPT Highest-paid employee | 40 | $136,996 | $8,120 |
| CORTNI KRUSEMARK | ASSISTANT PROFESSOR, OCC Highest-paid employee | 40 | $124,996 | $13,271 |
| TODD KNEALING | VP FOR ACADEMIC AFFAIRS Officer | 40 | $123,320 | $10,215 |
| ANN OATMAN | VP FOR FINANCE/TREASURER Officer | 40 | $125,663 | $6,257 |
| BRIAN WIENK | ASSOCIATE PROFESSOR, DPT Highest-paid employee | 40 | $116,996 | $13,053 |
| SUZANNE FISCHER | VP FOR UNIVERSITY RELATIONS Officer | 40 | $102,753 | $8,950 |
| MATT THOMSEN | VP FOR ENROLLMENT MANAGEMENT Officer | 40 | $94,599 | $14,570 |
| STEVE STOUFFER | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| GAIL BERNSTEIN | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| LISA BERTRAND | VICE CHAIR Trustee or director, Officer | 0.5 | $0 | $0 |
| PAM DUZIK | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| TERRY FRIEDMAN | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| OSCAR GOMEZ | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| SR RENAE HOHENSEE | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| DARRELL JESSE | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| SR CATHY KATOSKI | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| SR KATHY KNIPPER | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| KATHY LAFAVOR | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| DAN MOORE | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| REVERAND WALKER NICKLESS | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| NICK ROTH | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| MARK SCHUETT | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| JANE SHEY | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| DAVID SIMMONS | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 3303 REBECCA ST, SIOUX CITY, IA 51104-2324
- Principal officer (990 for 2024)
- JOHN ROBERTSON, 3303 REBECCA STREET, SIOUX CITY, IA 51104
- Signed the 990
- JOHN ROBERTSON, VICE PRESIDENT OF FINANCE
- Phone
- (712) 279-5504
- Website
- WWW.BRIARCLIFF.EDU
- Return prepared by
- HENJES CONNER & WILLIAMS PC
Mission
BRIAR CLIFF UNIVERSITY IS A COMMUNITY COMMITTED TO HIGHER EDUCATION WITHIN A LIBERAL ARTS AND CATHOLIC PERSPECTIVE. IN THE FRANCISCAN TRADITION OF SERVICE, CARING AND OPENNESS TO ALL, BRIAR CLIFF EMPHASIZES QUALITY EDUCATION FOR ITS STUDENTS, COMBINING A BROAD INTELLECTUAL BACKGROUND WITH CAREER DEVELOPMENT. THE UNIVERSITY CHALLENGES IT'S MEMBERS TO GROW IN SELF-AWARENESS AND IN THEIR RELATIONSHIPS TO OTHERS AND TO GOD.
Program accomplishments
- BRIAR CLIFF UNIVERSITY IS ACCREDITED AS A DEGREE-GRANTING INSTITUTION BY THE HIGHER LEARNING COMMISSION AND IS A MEMBER OF THE NORTH CENTRAL ASSOCIATION OF COLLEGES AND SCHOOLS. SINCE 1945, THE HIGHER LEARNING COMMISSION HAS GRANTED BRIAR CLIFF UNIVERSITY FULL ACCREDITATION. AS A FOUR YEAR LIBERAL ARTS INSTITUTION, BRIAR CLIFF UNIVERSITY OFFERS DOCTORATE, MASTERS AND BACCALAUREATE PROGRAMS IN 44 FIELDS OF STUDY, RESULTING IN OVER 25,000 CREDIT HOURS OF POST-SECONDARY EDUCATION. THE UNIVERSITY CURRENTLY SERVES A POPULATION OF OVER 1,200 STUDENTS FROM 42 STATES, ARMED FORCES POST OFFICE, PUERTO RICO, AND 14 FOREIGN COUNTRIES.Expenses $31,665,008 · grants $13,654,079 · revenue $23,628,775
- BRIAR CLIFF UNIVERSITY AUXILIARY SERVICES ARE COMPRISED OF RESIDENCE AND DINING HALLS, AND BOOKSTORE. DURING THE FISCAL YEAR ENDED MAY 31, 2025, RESIDENCE HALL OCCUPATION WAS APPROXIMATELY 360 STUDENTS.Expenses $4,239,142 · revenue $4,124,991
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | Not on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990 on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990 on file |
IRS record
- EIN
- 42-0707124
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- School
- Exempt since
- 1946
- Accounting year ends
- May
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B420)
- Group exemption
- 0928: UNITED STATES CATHOLIC CONFERENCE
- Assets (IRS master file)
- $45,238,145
- Income (IRS master file)
- $38,739,836
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | May 2025 | $37,517,087 | $40,469,911 | $45,238,145 | XML |
| 990 | May 2024 | $40,981,527 | $40,150,044 | $50,637,836 | XML |
| 990 | May 2023 | $37,073,995 | $37,174,895 | $43,158,553 | XML |
| 990 | May 2022 | $37,073,995 | $37,174,895 | $43,158,553 | IRS |
| 990 | May 2021 | – | – | – | IRS |
| 990 | May 2020 | – | – | – | IRS |
| 990 | May 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 42-0707124).
Questions about BRIAR CLIFF UNIVERSITY
- What is the EIN of BRIAR CLIFF UNIVERSITY?
- The employer identification number (EIN) of BRIAR CLIFF UNIVERSITY is 42-0707124.
- Is BRIAR CLIFF UNIVERSITY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1946.
- Which annual return does BRIAR CLIFF UNIVERSITY file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of BRIAR CLIFF UNIVERSITY due?
- The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BRIAR CLIFF UNIVERSITY last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended May 2025.
- Who is the principal officer of BRIAR CLIFF UNIVERSITY?
- The 990 for the year ended May 31, 2025 names JOHN ROBERTSON.
- Who are the officers and directors of BRIAR CLIFF UNIVERSITY?
- The 990 for the year ended May 31, 2025 lists 32 people; 12 received compensation from the organization, the highest $170,463 (MARK ROSSI, PROVOST).
- How much revenue does BRIAR CLIFF UNIVERSITY have?
- On its 990 for the year ended May 31, 2025 it reported revenue of $37,517,087, expenses of $40,469,911 and total assets of $45,238,145 at year end.
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