Nonprofit · EIN 45-0273403
UNIVERSITY OF MARY
Tax-exempt · BISMARCK, ND 58504
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $111,552,517 | $98,529,836 | $13,022,681 | $256,352,570 | $49,583,604 | $206,768,966 |
| June 30, 2024 | 990 | $127,054,830 | $100,606,541 | $26,448,289 | $242,542,545 | $52,394,573 | $190,147,972 |
| June 30, 2023 | 990 | $95,710,757 | $89,664,411 | $6,046,346 | $216,721,922 | $57,258,021 | $159,463,901 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $17,607,500
- of which government grants
- $930,669
- Program service revenue
- $89,157,234
- Investment income
- $4,928,019
- Net gain from sales of assets
- $2,265,967
- Net income from fundraising events
- -$40,313
- Net income from gaming
- $31,820
- Net income from sales of inventory
- -$131,743
- Other revenue
- -$140,236
Expenses
- Grants and similar amounts paid
- $24,002,071
- Compensation of officers, directors and key employees
- $620,894
- Other salaries and wages
- $30,736,150
- Salaries, compensation and benefits (total)
- $40,109,846
- Professional fundraising fees
- $0
- Legal fees
- $332,169
- Accounting fees
- $107,803
- Occupancy
- $2,921,057
- Travel
- $1,410,162
- Depreciation
- $5,584,504
- Program services (functional)
- $83,192,743
- Management and general (functional)
- $9,808,714
- Fundraising (functional)
- $5,528,379
Balance sheet and other
- Total assets, start of year
- $242,542,545
- Total assets, end of year
- $256,352,570
- Total liabilities, end of year
- $49,583,604
- Net assets, end of year
- $206,768,966
- Land, buildings and equipment
- $106,886,017
- Publicly traded securities
- $89,595,265
- Net assets without donor restrictions
- $90,129,901
- Net assets with donor restrictions
- $116,639,065
- Gross unrelated business income
- $17,754
- Gross receipts
- $114,058,100
- Employees
- 1,397
- Volunteers
- 28
- Year formed
- 1959
- State of legal domicile
- ND
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Jerome Richter | Executive Vice President Officer | 40 | $195,420 | $38,212 |
| Monsignor James P Shea | President (See Sch O for details) Trustee or director, Officer | 40 | $200,805 | $28,813 |
| Diane Fladeland | VP of Academic Affairs Highest-paid employee | 40 | $171,013 | $25,400 |
| Brenda Tufte - Associate | Dean of Edu. & Behavioral Sciences Highest-paid employee | 40 | $145,826 | $23,906 |
| Mary Dockter | Dean, College of Health Professions Highest-paid employee | 40 | $144,107 | $24,597 |
| Karel Sovak - Dean | Gary Tharaldson School of Business Highest-paid employee | 40 | $152,958 | $10,999 |
| Rod Jonas-Dean of Liffrig Fam | School of Edu. & Behavioral Sciences Highest-paid employee | 40 | $142,420 | $19,980 |
| Christi Schaefbauer | VP for Financial Affairs (July) Officer | 40 | $100,736 | $17,865 |
| Brent Winiger - Interim | VP for Financial Affairs (Aug-Feb) Officer | 40 | $57,636 | $56 |
| Matthew Dan Butler | Chair Trustee or director, Officer | 1 | $0 | $0 |
| Sister Nicole Kunze | Prioress, President Trustee or director, Officer | 1 | $0 | $0 |
| Tim Hennessy | Vice Chair Trustee or director, Officer | 1 | $0 | $0 |
| Sister Agatha Muggli | Secretary Trustee or director, Officer | 1 | $0 | $0 |
| Schaan Barth Esq | Trustee Trustee or director | 1 | $0 | $0 |
| Dr Ryan Capouch | Trustee Trustee or director | 1 | $0 | $0 |
25 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Senator Kevin Cramer | Trustee Trustee or director | 1 | $0 |
| Tom Engelhardt | Trustee Trustee or director | 1 | $0 |
| Dr Tara Feil | Trustee Trustee or director | 1 | $0 |
| Jackie Gibney | Trustee Trustee or director | 1 | $0 |
| Trevor Hastings | Trustee Trustee or director | 1 | $0 |
| Dr Michael Naughton | Trustee Trustee or director | 1 | $0 |
| Reed Reyman | Trustee Trustee or director | 1 | $0 |
| Connie Tharaldson | Trustee Trustee or director | 1 | $0 |
| Chris Baumgartner | Trustee Trustee or director | 1 | $0 |
| David Ehlis | Trustee Trustee or director | 1 | $0 |
| Congresswoman Julie Liffrig | Fedorchak - Trustee Trustee or director | 1 | $0 |
| Sister JoAnn Krebsbach | Trustee Trustee or director | 1 | $0 |
| Sister Nancy Miller | Trustee Trustee or director | 1 | $0 |
| Sister Rosanne Zastoupil | Trustee Trustee or director | 1 | $0 |
| Al Anderson | Trustee Trustee or director | 1 | $0 |
| Sister Rosemary DeGracia | Trustee Trustee or director | 1 | $0 |
| Shelly Lambertz | Trustee as of May 2025 Trustee or director | 1 | $0 |
| Rondi McGovern | Trustee Trustee or director | 1 | $0 |
| Dr Jonathan Reyes | Trustee Trustee or director | 1 | $0 |
| Monsignor Greg Schlesselmann | Trustee Trustee or director | 1 | $0 |
| Laurie Steffes | Trustee Trustee or director | 1 | $0 |
| Michael Appert | Trustee Trustee or director | 1 | $0 |
| Bill Daniel | Trustee until May 2025 Trustee or director | 1 | $0 |
| Scott Davis | Trustee until May 2025 Trustee or director | 1 | $0 |
| Matthew Zimmermann - VP for | Financial Affairs (as of March) Officer | 40 | $0 |
990 for the year ended June 30, 2024: 37 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Jerome Richter | Executive Vice President Officer | 40 | $187,127 | $35,832 |
| Monsignor James P Shea | President (See Sch O for details) Trustee or director, Officer | 40 | $187,514 | $26,760 |
| Diane Fladeland | Vice President for Academic Affairs Highest-paid employee | 40 | $153,253 | $23,451 |
| Christi Schaefbauer | Vice President for Financial Affairs Officer | 40 | $131,702 | $27,583 |
| Karel Sovak | Dean of School of Business Highest-paid employee | 40 | $148,779 | $10,227 |
| Brenda Tufte - Associate | Dean of Edu. & Behavorial Sciences Highest-paid employee | 40 | $138,581 | $20,360 |
| Mary Dockter | Dean of School of Health Science Highest-paid employee | 40 | $134,160 | $22,173 |
| Rod Jonas-Dean of Liffrig Fam | School of Edu. & Behavioral Sciences Highest-paid employee | 40 | $133,339 | $18,199 |
| Dan Butler | Chair Trustee or director, Officer | 1 | $0 | $0 |
| Sister Nicole Kunze | Prioress, President Trustee or director, Officer | 1 | $0 | $0 |
| Sister Agatha Muggli | Secretary Trustee or director, Officer | 1 | $0 | $0 |
| Tim Hennessy | Vice Chair Trustee or director, Officer | 1 | $0 | $0 |
| Al Anderson | Trustee Trustee or director | 1 | $0 | $0 |
| Michael Appert | Trustee Trustee or director | 1 | $0 | $0 |
| Bill Daniel | Trustee Trustee or director | 1 | $0 | $0 |
| Scott Davis | Trustee Trustee or director | 1 | $0 | $0 |
| Sister Rosemary DeGracia | Trustee Trustee or director | 1 | $0 | $0 |
| Rondi McGovern | Trustee Trustee or director | 1 | $0 | $0 |
| Jonathan Reyes | Trustee Trustee or director | 1 | $0 | $0 |
| Monsignor Gret Schlesselmann | Trustee Trustee or director | 1 | $0 | $0 |
| Laurie Steffes | Trustee Trustee or director | 1 | $0 | $0 |
| Schaan Barth | Trustee Trustee or director | 1 | $0 | $0 |
| Ryan Capouch | Trustee Trustee or director | 1 | $0 | $0 |
| Kevin Cramer | Trustee Trustee or director | 1 | $0 | $0 |
| Tom Engelhardt | Trustee Trustee or director | 1 | $0 | $0 |
| Tara Feil | Trustee Trustee or director | 1 | $0 | $0 |
| Jackie Gibney | Trustee Trustee or director | 1 | $0 | $0 |
| Trevor Hastings | Trustee Trustee or director | 1 | $0 | $0 |
| Michael Naughton | Trustee Trustee or director | 1 | $0 | $0 |
| Reed Reyman | Trustee Trustee or director | 1 | $0 | $0 |
| Connie Tharaldson | Trustee Trustee or director | 1 | $0 | $0 |
| Chris Baumgartner | Trustee Trustee or director | 1 | $0 | $0 |
| David Ehlis | Trustee Trustee or director | 1 | $0 | $0 |
| Julie Liffrig Fedorchak | Trustee Trustee or director | 1 | $0 | $0 |
| Sister JoAnn Krebsbach | Trustee Trustee or director | 1 | $0 | $0 |
| Sister Nancy Miller | Trustee Trustee or director | 1 | $0 | $0 |
| Sister Rosanne Zastoupil | Trustee Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 35 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Jerome Richter | Executive Vice President Officer | 40 | $182,165 | $35,381 |
| Monsignor James P Shea | President (See Sch O for details) Trustee or director, Officer | 40 | $183,168 | $26,039 |
| Diane Fladeland | Vice President for Academic Affairs Highest-paid employee | 40 | $148,639 | $23,028 |
| Brenda Nagel | Vice President for Public Affairs Highest-paid employee | 40 | $129,118 | $31,389 |
| Karel Sovak | Dean of School of Business Highest-paid employee | 40 | $149,776 | $9,876 |
| Christi Schaefbauer | Vice President for Financial Affairs Officer | 40 | $127,705 | $27,210 |
| Mary Dockter | Dean of School of Health Science Highest-paid employee | 40 | $131,567 | $21,791 |
| Brenda Tufte - Associate | Dean of Edu. And Behavioral Science Highest-paid employee | 40 | $130,001 | $17,919 |
| Dan Butler | Chair Trustee or director, Officer | 1 | $0 | $0 |
| Sister Nicole Kunze | Prioress, President Trustee or director, Officer | 1 | $0 | $0 |
| Sister Agatha Muggli | Secretary Trustee or director, Officer | 1 | $0 | $0 |
| Tim Hennessy | Vice Chair Trustee or director, Officer | 1 | $0 | $0 |
| Abbot Daniel Maloney | Trustee Trustee or director | 1 | $0 | $0 |
| Alan Anderson | Trustee Trustee or director | 1 | $0 | $0 |
| Bill Daniel | Trustee Trustee or director | 1 | $0 | $0 |
| Chris Baumgartner | Trustee Trustee or director | 1 | $0 | $0 |
| David Ehlis | Trustee Trustee or director | 1 | $0 | $0 |
| Dr Jonathan Reyes | Trustee Trustee or director | 1 | $0 | $0 |
| Julie Fedorchak | Trustee Trustee or director | 1 | $0 | $0 |
| Kathleen Gaddie | Trustee Trustee or director | 1 | $0 | $0 |
| Kathy Miller | Trustee Trustee or director | 1 | $0 | $0 |
| Kevin Cramer | Trustee Trustee or director | 1 | $0 | $0 |
| Laurie Steffes | Trustee Trustee or director | 1 | $0 | $0 |
| Michael Naughton | Trustee Trustee or director | 1 | $0 | $0 |
| Michael Appert | Trustee Trustee or director | 1 | $0 | $0 |
| Mikey Hoeven | Trustee Trustee or director | 1 | $0 | $0 |
| Monsignor Greg Schlesselmann | Trustee Trustee or director | 1 | $0 | $0 |
| Nicole Kivisto | Trustee Trustee or director | 1 | $0 | $0 |
| Scott Davis | Trustee Trustee or director | 1 | $0 | $0 |
| Sister Joann Krebsbach | Trustee Trustee or director | 1 | $0 | $0 |
| Sister Nancy Miller | Trustee Trustee or director | 1 | $0 | $0 |
| Sister Rosanne Zastoupil | Trustee Trustee or director | 1 | $0 | $0 |
| Rondi McGovern | Trustee Trustee or director | 1 | $0 | $0 |
| Sister Rosemary DeGarcia | Trustee Trustee or director | 1 | $0 | $0 |
| Tom Engelhardt | Trustee Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 7500 UNIVERSITY DR, BISMARCK, ND 58504-9634
- Principal officer (990 for 2024)
- Matthew Zimmermann, 7500 University Dr, Bismarck, ND 585049652
- Signed the 990
- Matthew Zimmermann, V.P. for Financial Affairs
- Phone
- (701) 255-7500
- Website
- www.umary.edu
- Return prepared by
- Eide Bailly LLP
Mission
The University of Mary exists to serve the religious, academic and cultural needs of the people in this region and beyond.(Continued on Schedule O)
Program accomplishments
- Academic Divisions - This area contains the curriculum and related expenses for all divisions of the college, including both post-secondary education and graduate programs. University of Mary serves approximately 3,973 students and has 516 faculty and staff. They have five schools with more than 58 degree programs. In addition, there are 20 graduate degree programs and five doctoral degrees. They average a placement rate of approximately 96 percent overall for their graduates.Expenses $24,691,561 · revenue $73,007,370
- Student Aid & Expenses - University of Mary offers various types of financial assistance to students including federal, state, and private programs as well as other forms of student aid and work programs. During the current year, 2,567 students received some type of academic student aid and 361 students received athletic student aid. In addition, 107 international students received student aid.Expenses $23,917,233 · grants $23,917,233
- Auxiliary Activities: Auxiliary activities includes all student housing and food services including the cost of residence halls, student apartments, and student transportation service. The University of Mary also has a university store, cafeterias, snack bar and coffee shop.Expenses $9,897,826 · revenue $11,908,867
- Educational Plant Operations, Financial Affairs, General Institutional, Public Affairs, Enrollment Services, and all other services including General Administration, Academic Affairs, Student Development, and Student Senate.Expenses $24,686,123 · grants $84,838 · revenue $4,109,254
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 45-0273403
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- School
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1961
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B430)
- Assets (IRS master file)
- $256,352,570
- Income (IRS master file)
- $114,058,100
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $111,552,517 | $98,529,836 | $256,352,570 | IRS |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $127,054,830 | $100,606,541 | $242,542,545 | IRS |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $95,710,757 | $89,664,411 | $216,721,922 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $103,801,276 | $84,888,322 | $208,539,926 | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 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 45-0273403).
Questions about UNIVERSITY OF MARY
- What is the EIN of UNIVERSITY OF MARY?
- The employer identification number (EIN) of UNIVERSITY OF MARY is 45-0273403.
- Is UNIVERSITY OF MARY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1961.
- Are donations to UNIVERSITY OF MARY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UNIVERSITY OF MARY 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 UNIVERSITY OF MARY due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UNIVERSITY OF MARY last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of UNIVERSITY OF MARY?
- The 990 for the year ended June 30, 2025 names Matthew Zimmermann.
- Who are the officers and directors of UNIVERSITY OF MARY?
- The 990 for the year ended June 30, 2025 lists 40 people; 9 received compensation from the organization, the highest $195,420 (Jerome Richter, Executive Vice President).
- How much revenue does UNIVERSITY OF MARY have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $111,552,517, expenses of $98,529,836 and total assets of $256,352,570 at year end.
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- UNITED TRIBES TECHNICAL COLLEGE EIN 45-0314233 · last filed 990 for 2025
- CENTRAL REGIONAL EDUCATION ASSOCIATION EIN 83-3594823 · last filed 990 for 2025
- THE BISMARCK STATE COLLEGE FOUNDATION EIN 45-0358929 · last filed 990 for 2026
- SHILOH CHRISTIAN SCHOOL EIN 45-0348120 · last filed 990 for 2025
- BISMARCK LIBRARY FOUNDATION INC EIN 51-0178024 · last filed 990 for 2025
- NOAHS ARK DAYCARE AND PRESCHOOL INC EIN 45-0418821 · last filed 990 for 2025
- BISMARCK PUBLIC SCHOOLS FOUNDATION EIN 45-0442960 · last filed 990 for 2025