lefile GRAPHIC print - DO NOT PROCESS I As Filed Data - I DLN: 934930460192561 990 Return of Organization Exempt From Income Tax OMB No 1545-0047 Form Under section 501 (c), 527, or 4947 ( a)(1) of the Internal Revenue Code ( except private foundations) 201 4 Department of the Treasury Do not enter social security numbers on this form as it may be made public Internal Revenue Service 1-Information about Form 990 and its instructions is at www.IRS.gov/form990 A For the 2014 calendar year, or tax year beginning 07-01-2014 , and ending 06-30-2015 C Name of organization B Check if applicable D Employer identification number TRUSTEES OF THE HAMLINE UNIVERSITY OF MINNESOTA F Address change 41-0693960 F Name change Doing business as Hamline University 1 Initial return E Telephone number Final Number and street (or P 0 box if mail is not delivered to street address) Room/suite 1536 Hewitt Ave MS B1809 fl return/terminated (651) 523-2800 1 Amended return City or town, state or province, country, and ZIP or foreign postal code Saint Paul, MN 551041235 G Gross receipts $ 132,084,458 1 Application pending F Name and address of principal officer H(a) Is this a group return for Margaret A Tungseth subordinates? fl Yes F No 1536 Hewitt Ave MS B1809 Saint Paul, MN 551041235 H(b) Are all subordinates 1 Yes (- No included? I Tax-exempt status F 501(c)(3) 1 501(c) ( ) I (insert no ) (- 4947(a)(1) or F_ 527 If "No," attach a list (see instructions) J Website : - www hamline edu H(c) Group exemption number 0- K Form of organization F Corporation 1 Trust F_ Association (- Other 0- L Year of formation 1854 M State of legal domicile MN Summary 1 Briefly describe the organization's mission or most significant activities Hamline University is a nationally ranked comprehensive university serving 4,500 students in its College of Liberal Arts, School of Education, School of Business and School of Law It offers undergraduate, masters, doctorate and professional degrees, as well as certificate and continuing studies programs 2 Check this box if the organization discontinued its operations or disposed of more than 25% of its net assets r;r 3 Number of voting members of the governing body (Part VI, line 1a) . 3 29 4 Number of independent voting members of the governing body (Part VI, line 1b) . 4 28 5 Total number of individuals employed in calendar year 2014 (Part V, line 2a) . 5 2,548 6 Total number of volunteers (estimate if necessary) 6 295 7aTotal unrelated business revenue from Part VIII, column (C), line 12 . 7a 0 b Net unrelated business taxable income from Form 990-T, line 34 . 7b -16,072 Prior Year Current Year 8 Contributions and grants (Part VIII, line 1h) . 8,189,507 7,091,059 9 Program service revenue (Part VIII, line 2g) . 111,284,288 111,933,947 N 10 Investment income (Part VIII, column (A), lines 3, 4, and 7d . 3,743,082 4,582,372 11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 103,064 726,217 12 Total revenue-add lines 8 through 11 (must equal Part VIII, column (A), line 12) . 123,319,941 124,333,595 13 Grants and similar amounts paid (Part IX, column (A), lines 1-3) . 39,514,078 41,966,963 14 Benefits paid to or for members (Part IX, column (A), line 4) . 0 0 Salaries, other compensation, employee benefits (Part IX, column (A), lines 15 50,898,284 52,004,474 5-10) 16a Professional fundraising fees (Part IX, column (A), line 11e) 106,694 61,520 b Total fundraising expenses (Part IX, column (D), line 25) 0-1,862,538 LLJ 17 Other expenses (Part IX, column (A), lines h1a-11d, 11f-24e) . 33,039,488 34,010,911 18 Total expenses Add lines 13-17 (must equal Part IX, column (A), line 25) 123,558,544 128,043,868 19 Revenue less expenses Subtract line 18 from line 12 -238,603 -3,710,273 Beginning of Current End of Year Year 20 Total assets (Part X, line 16) 233,530,811 224,727,310 M %TS 21 Total liabilities (Part X, line 26) . 76,536,621 72,782,416 ap U. 22 Net assets or fund balances Subtract line 21 from line 20 lijaW Signature Block Under penalties of perjury, I declare that I have examined this return, includin my knowledge and belief, it is true, correct, and complete Declaration of preps preparer has any knowledge Signature of officer Sign Here Margaret A Tungseth SR VP for Business Finance Tech Type or print name and title Print/Type preparer's name Preparers signature Paid Firm's name 0- Pre pare r Use Only Firm's address May the IRS discuss this return with the preparer shown above? (see instructs For Paperwork Reduction Act Notice, see the separate instructions. Form 990 (2014) Page 2 Statement of Program Service Accomplishments Check if Schedule 0 contains a response or note to any line in this Part III .F 1 Briefly describe the organization's mission The mission of the university is to create a diverse and collaborative community of learning dedicated to the development of students' knowledge, values and skills for successful lives of leadership, scholarship and service 2 Did the organization undertake any significant program services during the year which were not listed on the prior Form 990 or 990-EZ? . fl Yes F No If "Yes," describe these new services on Schedule 0 3 Did the organization cease conducting, or make significant changes in how it conducts, any program services? F Yes F No If "Yes," describe these changes on Schedule 0 4 Describe the organization's program service accomplishments for each of its three largest program services, as measured by expenses Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported 4a (Code ) (Expenses $ 74,085,711 including grants of $ 41,966,963 ) (Revenue $ 106,103,709 Hamline University is a nationally ranked comprehensive university serving about 5,000 students in its College of Liberal Arts, School of Education, School of Business and School of Law It offers undergraduate, masters, doctorate and professional degrees, as well as certificates and continuing studies programs Founded in 1854, Hamline was the first institution of higher learning in Minnesota During the past 160 years, Hamline has established a national reputation for academic quality, as well as providing students with personal attention and exceptional experiences Hamline is one of only 283 Phi Beta Kappa institutions in the United States Among comprehensive universities, US News and World Reports ranks Hamline first in Minnesota for its undergraduate programs Hamline is ranked fourteenth in the nation by Washington Monthly's College Rankings of service-oriented schools The School of Law's Alternative Dispute Resolution Program is ranked fourth in the nation by US News and World Report Hamline University is recognized as a diverse, learning-centered university that is rooted in a tradition of excellence in teaching, research and scholarship Among its longstanding values are commitments to rigorous academics, creation, dissemination, and practical application of knowledge, multicultural competencies, the development and education of the whole person, and an ethic of social justice and civic responsibility 4b (Code ) (Expenses $ 14,529,002 including grants of $ 0 ) (Revenue $ 126,831 Academic support - administrative support functions such as libraries that are directly related to instructional programs 4c (Code ) (Expenses $ 13,770,099 including grants of $ 0 ) (Revenue $ 771,890 Student services - expenditures of those offices and activities whose primary purpose is to contribute to students' well-being and development See Additional Data 4d Other program services (Describe in Schedule 0 (Expenses $ 9,193,042 including grants of $ 0 ) (Revenue $ 4,931,517 4e Total program service expenses 0- 111,577,854 Form 990 (2014) Form 990 (2014) Page 3 Checklist of Required Schedules Yes No 1 Is the organization described in section 501(c)(3) or4947(a)(1) (other than a private foundation)? If "Yes," Yes complete Schedule As . 1 2 Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? 2 Yes 3 Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to No candidates for public office? If "Yes,"complete Schedule C, Part I . 3 4 Section 501 ( c)(3) organizations . Did the organization engage in lobbying activities, or have a section 501(h) Yes election in effect during the tax year? If "Yes,"complete Schedule C, Part 1195 . 4 5 Is the organization a section 501 (c)(4), 501 (c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C, N o Part III . 5 6 Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes,"complete N o Schedule D, Part I . 6 7 Did the organization receive or hold a conservation easement, including easements to preserve open space, No the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part II . 7 8 Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," Yes complete Schedule D, Part III .