{"id":699,"date":"2013-06-10T18:03:50","date_gmt":"2013-06-10T18:03:50","guid":{"rendered":"https:\/\/wp.stolaf.edu\/finance\/st-olaf-college-northfield-mn-usa\/"},"modified":"2026-04-02T13:45:16","modified_gmt":"2026-04-02T18:45:16","slug":"irs990","status":"publish","type":"page","link":"https:\/\/wp.stolaf.edu\/finance\/irs990\/","title":{"rendered":"Tax Information and Reports"},"content":{"rendered":"<div data-modular-content-collection>\n<h4 class=\"wp-block-heading\"><strong>Tax Exemption<\/strong><\/h4>\n\n\n\n<p>St. Olaf College is a sales tax-exempt organization. &nbsp;Copies of the federal and state tax exemptions are listed below or can be requested from the Accounts Payable Office.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Tax Policies &amp; Guidelines<\/strong><\/h4>\n\n\n\n<p><a href=\"https:\/\/wp.stolaf.edu\/finance\/files\/2013\/06\/Fellowships.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">Information on Fellowships<br \/><\/a><a href=\"https:\/\/wp.stolaf.edu\/finance\/files\/2013\/06\/NonHonorariumVisitors.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">Travel Expenses for Non-Honorarium Visitors<br \/><\/a><a href=\"https:\/\/wp.stolaf.edu\/finance\/non-resident-procedures\/\" target=\"_blank\" rel=\"noopener noreferrer\">St. Olaf College Non-Resident Alien Procedures<\/a><br \/><a href=\"https:\/\/wp.stolaf.edu\/finance\/nonemp\/\" target=\"_blank\" rel=\"noopener noreferrer\">Non-Employee Compensation<\/a><\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>St. Olaf College Exemption Certificates<\/strong><\/h4>\n\n\n\n<p>Federal <a href=\"https:\/\/wp.stolaf.edu\/finance\/files\/2013\/06\/501c3.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">Exemption<\/a> Letter<br \/>MN Sales\u00a0<a href=\"https:\/\/wp.stolaf.edu\/finance\/files\/2013\/06\/ces.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">Tax Exempt<\/a>\u00a0Certificate<br \/><a href=\"https:\/\/wp.stolaf.edu\/business-office\/files\/2026\/04\/St.-Olaf-ST-3-04-02-26.pdf\">ST3 Certificate of Exemption<\/a><\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>St. Olaf College Tax Returns &amp; Reports<\/strong><\/h4>\n\n\n\n<p><strong>IRS Form 990 (FY ending May 31):<\/strong><br \/><a href=\"https:\/\/wp.stolaf.edu\/finance\/files\/2025\/04\/2023-Form-990-Public-Disclosure-Copy.pdf\" data-type=\"link\" data-id=\"https:\/\/wp.stolaf.edu\/finance\/files\/2025\/04\/2022-Form-990-Public-Disclosure-Copy-2.pdf\">2024<\/a>,<a href=\"https:\/\/wp.stolaf.edu\/finance\/files\/2024\/04\/2022-Form-990-Public-Disclosure-Copy.pdf\" data-type=\"link\" data-id=\"https:\/\/wp.stolaf.edu\/finance\/files\/2024\/04\/2022-Form-990-Public-Disclosure-Copy.pdf\"> 2023<\/a>, <a href=\"https:\/\/wp.stolaf.edu\/finance\/files\/2023\/04\/2021-Form-990-Public-Disclosure-Copy.pdf\">2022<\/a>, <a href=\"https:\/\/wp.stolaf.edu\/finance\/files\/2022\/03\/2020-Form-990-Public-Disclosure.pdf\">2021<\/a>, <a href=\"https:\/\/wp.stolaf.edu\/finance\/files\/2022\/03\/2019-Form-990-Public-Disclosure.pdf\">2020<\/a>, <a href=\"https:\/\/wp.stolaf.edu\/finance\/files\/2020\/03\/2018-Form-990-Public-Disclosure-1.pdf\">2019<\/a>, <a href=\"https:\/\/wp.stolaf.edu\/finance\/files\/2019\/04\/2017-990-Final-Public.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">2018<\/a>,&nbsp;<a href=\"https:\/\/wp.stolaf.edu\/finance\/files\/2018\/03\/2016-990-Final-Public.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">2017<\/a>, <a href=\"https:\/\/wp.stolaf.edu\/finance\/files\/2013\/06\/2015-990-Public.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">2016<\/a>,&nbsp;<a href=\"https:\/\/wp.stolaf.edu\/finance\/files\/2013\/06\/2014-990-Public.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">2015<\/a>,&nbsp;<a href=\"https:\/\/wp.stolaf.edu\/finance\/files\/2013\/06\/2014-990.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">2014<\/a>,&nbsp;<a href=\"https:\/\/wp.stolaf.edu\/finance\/files\/2013\/06\/2013-990.pdf\">2013<\/a>,&nbsp;<a href=\"https:\/\/wp.stolaf.edu\/finance\/files\/2013\/06\/f990-2012.pdf\">2012<\/a>,&nbsp;<a href=\"https:\/\/wp.stolaf.edu\/finance\/files\/2013\/06\/f990-2011.pdf\">2011<\/a>,&nbsp;<a href=\"https:\/\/wp.stolaf.edu\/finance\/files\/2013\/06\/f990-2010.pdf\">2010<\/a><\/p>\n\n\n\n<p><strong>IRS Form 990T (FY ending May 31):<br \/><\/strong><a href=\"https:\/\/wp.stolaf.edu\/finance\/files\/2025\/04\/2023-Form-990-T-Public-Disclosure-Copy.pdf\">2024<\/a>, <a href=\"https:\/\/wp.stolaf.edu\/finance\/files\/2024\/04\/2022-Form-990-T-Public-Disclosure-Copy.pdf\" data-type=\"link\" data-id=\"https:\/\/wp.stolaf.edu\/finance\/files\/2024\/04\/2022-Form-990-T-Public-Disclosure-Copy.pdf\">2023<\/a>, <a href=\"https:\/\/wp.stolaf.edu\/finance\/files\/2023\/04\/2021-Form-990-T-Public-Disclosure-Copy.pdf\">2022<\/a>, <a href=\"https:\/\/wp.stolaf.edu\/finance\/files\/2022\/03\/2020-Form-990-T-Website.pdf\">2021<\/a>, <a href=\"https:\/\/wp.stolaf.edu\/finance\/files\/2022\/03\/2019-Form-990-T-website.pdf\">2020<\/a>, <a href=\"https:\/\/wp.stolaf.edu\/finance\/files\/2020\/03\/2018-Form-990-T-website.pdf\">2019<\/a>, <a href=\"https:\/\/wp.stolaf.edu\/finance\/files\/2019\/04\/2017-990T-Final.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">2018<\/a>,&nbsp;<a href=\"https:\/\/wp.stolaf.edu\/finance\/files\/2018\/03\/990T-Final.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">2017<\/a>, <a href=\"https:\/\/wp.stolaf.edu\/finance\/files\/2013\/06\/2015-990-T-Public.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">2016<\/a>,&nbsp;<a href=\"https:\/\/wp.stolaf.edu\/finance\/files\/2013\/06\/2014-990-T-Public.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">2015<\/a>, <a href=\"https:\/\/wp.stolaf.edu\/finance\/files\/2013\/06\/2014-990T.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">2014<\/a>,&nbsp;<a href=\"https:\/\/wp.stolaf.edu\/finance\/files\/2013\/06\/2013-990T.pdf\">2013<\/a>,&nbsp;<a href=\"https:\/\/wp.stolaf.edu\/finance\/files\/2013\/06\/990T_2012.pdf\">2012<\/a>,&nbsp;<a href=\"https:\/\/wp.stolaf.edu\/finance\/files\/2013\/06\/990T_2011.pdf\">2011<\/a>,&nbsp;<a href=\"https:\/\/wp.stolaf.edu\/finance\/files\/2013\/06\/990T_2010.pdf\">2010<\/a><\/p>\n\n\n\n<p><span style=\"font-weight: bold;\">Employee &#8211; Voluntary Veba Trust (IRS Form 990):<br \/><\/span><a href=\"https:\/\/wp.stolaf.edu\/business-office\/files\/2025\/11\/2024-Employee-990-Website.pdf\">2024<\/a>,<a href=\"https:\/\/wp.stolaf.edu\/finance\/files\/2025\/05\/2023-Employee-990-Website.pdf\"> 2023<\/a>, <a href=\"https:\/\/wp.stolaf.edu\/finance\/files\/2024\/10\/2022-Employee-990-Website.pdf\">2022<\/a>, <a href=\"https:\/\/wp.stolaf.edu\/finance\/files\/2023\/04\/2021-Employee-990-Website.pdf\">2021<\/a>, <a href=\"https:\/\/wp.stolaf.edu\/finance\/files\/2021\/11\/2020-Employee-990-Website.pdf\">2020<\/a>, <a href=\"https:\/\/wp.stolaf.edu\/finance\/files\/2020\/11\/2019-Employee-990-Website.pdf\">2019<\/a>, <a href=\"https:\/\/wp.stolaf.edu\/finance\/files\/2019\/11\/2018_RV0037_EE_ST-OLAF_Website.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">2018<\/a>,<span style=\"font-weight: bold;\">&nbsp;<\/span><a href=\"https:\/\/wp.stolaf.edu\/finance\/files\/2018\/08\/Employee-Voluntary-Veba-Trust-IRS-990-2018.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">2017<\/a>, <a href=\"https:\/\/wp.stolaf.edu\/finance\/files\/2017\/12\/2016_RV0037_EE-StOlaf-990-Signed.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">2016<\/a>, <a href=\"https:\/\/wp.stolaf.edu\/finance\/files\/2013\/06\/Employee-2015-efiled-8-3-16-St-Olaf-EE.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">2015<\/a>, <a href=\"https:\/\/wp.stolaf.edu\/finance\/files\/2013\/06\/990-St-Olaf-College-EE-filed-8-7-15.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">2014<\/a>,&nbsp;<a href=\"https:\/\/wp.stolaf.edu\/finance\/files\/2013\/06\/VEBA-final-EE-9901.pdf\">2013<\/a>, <a href=\"https:\/\/wp.stolaf.edu\/finance\/files\/2013\/06\/VEBA-final-EE-990.pdf\">2012<\/a>,&nbsp;<a href=\"https:\/\/wp.stolaf.edu\/finance\/files\/2013\/06\/EE_990_11.pdf\">2011<\/a>,&nbsp;<a href=\"https:\/\/wp.stolaf.edu\/finance\/files\/2013\/06\/EE_990_10.pdf\">2010<\/a><\/p>\n\n\n\n<p><strong>Employer &#8211; Voluntary Veba Trust (IRS Form<\/strong> <strong>990<\/strong>):<br \/><a href=\"https:\/\/wp.stolaf.edu\/business-office\/files\/2025\/11\/2024-Employer-990-Website.pdf\">2024<\/a>, <a href=\"https:\/\/wp.stolaf.edu\/finance\/files\/2025\/05\/2023-Employer-990-Website.pdf\">2023<\/a>, <a href=\"https:\/\/wp.stolaf.edu\/finance\/files\/2024\/10\/2022-Employer-990-Website.pdf\">2022<\/a>, <a href=\"https:\/\/wp.stolaf.edu\/finance\/files\/2023\/04\/2021-Employer-990-Website.pdf\">2021<\/a>, <a href=\"https:\/\/wp.stolaf.edu\/finance\/files\/2021\/11\/2020-Employer-990-Website.pdf\">2020<\/a>, <a href=\"https:\/\/wp.stolaf.edu\/finance\/files\/2020\/11\/2019-Employer-990-Website.pdf\">2019<\/a>, <a href=\"https:\/\/wp.stolaf.edu\/finance\/files\/2019\/11\/2018_RV0037_ER_ST-OLAF_Website.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">2018<\/a>, <a href=\"https:\/\/wp.stolaf.edu\/finance\/files\/2018\/08\/Employer-Voluntary-Veba-Trust-IRS-990-2018.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">2017<\/a>, <a href=\"https:\/\/wp.stolaf.edu\/finance\/files\/2017\/12\/2016_RV0037_ER-StOlaf-990-Signed.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">2016<\/a>,&nbsp;<a href=\"https:\/\/wp.stolaf.edu\/finance\/files\/2013\/06\/Employer-2015-efiled-8-3-16-St-Olaf-ER.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">2015<\/a>, <a href=\"https:\/\/wp.stolaf.edu\/finance\/files\/2013\/06\/990-St-Olaf-College-ER-filed-8-7-15.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">2014<\/a>,&nbsp;<a href=\"https:\/\/wp.stolaf.edu\/finance\/files\/2013\/06\/VEBA-final-ER-9901.pdf\">2013,<\/a>&nbsp;<a href=\"https:\/\/wp.stolaf.edu\/finance\/files\/2013\/06\/VEBA-final-ER-990.pdf\">2012<\/a>,&nbsp;<a href=\"https:\/\/wp.stolaf.edu\/finance\/files\/2013\/06\/ER_990_11.pdf\">2011<\/a>,&nbsp;<a href=\"https:\/\/wp.stolaf.edu\/finance\/files\/2013\/06\/ER_990_10.pdf\">2010<\/a><\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Employee Retirement Funds (DOL Form 5500):<\/strong><\/h4>\n\n\n\n<p><strong>St. Olaf College 403(b) Retirement Plan:<br \/><\/strong><a href=\"https:\/\/wp.stolaf.edu\/finance\/files\/2025\/10\/2024-403b-5500-Website.pdf\" data-type=\"link\" data-id=\"https:\/\/wp.stolaf.edu\/finance\/files\/2025\/10\/2024-403b-5500-Website.pdf\">2024<\/a>,<strong> <\/strong><a href=\"https:\/\/wp.stolaf.edu\/finance\/files\/2024\/10\/2023-403b-5500-Website.pdf\">2023<\/a>, <a href=\"https:\/\/wp.stolaf.edu\/finance\/files\/2023\/10\/2022-403b-5500-Website.pdf\">2022<\/a>, <a href=\"https:\/\/wp.stolaf.edu\/finance\/files\/2022\/10\/2021-403b-5500-and-8955-Website.pdf\" target=\"_blank\" rel=\"noopener\">2021<\/a>, <a href=\"https:\/\/wp.stolaf.edu\/finance\/files\/2021\/10\/2020-403b-5500-Website-1.pdf\">2020<\/a>, <a href=\"https:\/\/wp.stolaf.edu\/finance\/files\/2020\/09\/403b-5500-Website.pdf\">2019<\/a>, <a href=\"https:\/\/wp.stolaf.edu\/finance\/files\/2019\/09\/403b-5500-Website-2018.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">2018<\/a>, <a href=\"https:\/\/wp.stolaf.edu\/finance\/files\/2018\/09\/403b-5500-Website.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">2017<\/a>, <a href=\"https:\/\/wp.stolaf.edu\/finance\/files\/2017\/12\/403b-5500-Website.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">2016<\/a>,&nbsp;<a href=\"https:\/\/wp.stolaf.edu\/finance\/files\/2013\/06\/403b-5500-Final-website.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">2015<\/a><\/p>\n\n\n\n<p><strong>Match Plan (FY ending Dec 31):<\/strong><br \/><a href=\"https:\/\/wp.stolaf.edu\/finance\/files\/2013\/06\/Matched-Plan-Final.pdf\">2014<\/a>,&nbsp;<a href=\"https:\/\/wp.stolaf.edu\/finance\/files\/2013\/06\/FINAL-match-5500-FOR-WEB.pdf\">2013<\/a>,&nbsp;<a href=\"https:\/\/wp.stolaf.edu\/finance\/files\/2013\/06\/MATCHPLAN-12.pdf\">2012<\/a>,&nbsp;<a href=\"https:\/\/wp.stolaf.edu\/finance\/files\/2013\/06\/MATCHPLAN-11.pdf\">2011<\/a>,&nbsp;<a href=\"https:\/\/wp.stolaf.edu\/finance\/files\/2013\/06\/MATCHPLAN-10.pdf\">2010<\/a><\/p>\n\n\n\n<p><span style=\"font-weight: bold;\">SRA Plan (FY ending Dec 31):<br \/><\/span><a href=\"https:\/\/wp.stolaf.edu\/finance\/irs990\/102398-2015-final-form-5500\/\" target=\"_blank\" rel=\"attachment wp-att-2788 noopener noreferrer\">2015<\/a>,&nbsp;<a href=\"https:\/\/wp.stolaf.edu\/finance\/files\/2013\/06\/Supplemental-Plan-Final.pdf\">2014<\/a>,&nbsp;<a href=\"https:\/\/wp.stolaf.edu\/finance\/files\/2013\/06\/FINAL-SRA-5500-for-web.pdf\">2013<\/a>,&nbsp;<a href=\"https:\/\/wp.stolaf.edu\/finance\/files\/2013\/06\/SRAPLAN-12.pdf\">2012<\/a>,&nbsp;<a href=\"https:\/\/wp.stolaf.edu\/finance\/files\/2013\/06\/SRAPLAN-11.pdf\">2011<\/a>,&nbsp;<a href=\"https:\/\/wp.stolaf.edu\/finance\/files\/2013\/06\/SRAPLAN-10.pdf\">2010<\/a><\/p>\n\n\n\n<p><strong>VEBA Plan (FY ending Dec 31):<br \/><\/strong><a href=\"https:\/\/wp.stolaf.edu\/finance\/files\/2025\/10\/2024-VEBA-Form-5500-Website.pdf\" data-type=\"link\" data-id=\"https:\/\/wp.stolaf.edu\/finance\/files\/2025\/10\/2024-VEBA-Form-5500-Website.pdf\">2024<\/a>,<strong> <\/strong><a href=\"https:\/\/wp.stolaf.edu\/finance\/files\/2024\/10\/2023-VEBA-Form-5500-Website.pdf\">2023<\/a>, <a href=\"https:\/\/wp.stolaf.edu\/finance\/files\/2023\/10\/2022-VEBA-Form-5500-Website.pdf\">2022<\/a>, <a href=\"https:\/\/wp.stolaf.edu\/finance\/files\/2022\/10\/Form-550-Website.pdf\" target=\"_blank\" rel=\"noopener\">2021<\/a>, <a href=\"https:\/\/wp.stolaf.edu\/finance\/files\/2021\/10\/2020-Emeriti-5500-Website.pdf\">2020<\/a>, <a href=\"https:\/\/wp.stolaf.edu\/finance\/files\/2020\/09\/2019-Emeriti-5500-Website.pdf\">2019<\/a>, <a href=\"https:\/\/wp.stolaf.edu\/finance\/files\/2019\/08\/St-Olaf-College-2018-Form-5500-website.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">2018<\/a>, <a href=\"https:\/\/wp.stolaf.edu\/finance\/files\/2018\/08\/VEBA-5500-2017.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">2017<\/a>, <a href=\"https:\/\/wp.stolaf.edu\/finance\/files\/2017\/12\/VEBA-5500-Website.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">2016<\/a>,&nbsp;&nbsp;<a href=\"https:\/\/wp.stolaf.edu\/finance\/files\/2013\/06\/VEBA-5500-Final-website.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">2015<\/a>, <a href=\"https:\/\/wp.stolaf.edu\/finance\/files\/2013\/06\/2014-Form-5500-Veba-Final.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">2014<\/a>, <a href=\"https:\/\/wp.stolaf.edu\/finance\/files\/2014\/06\/2013-form-5500-veba.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">2013<\/a>, <a href=\"https:\/\/wp.stolaf.edu\/finance\/files\/2013\/06\/VEBA5500-final.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">2012<\/a>, <a href=\"https:\/\/wp.stolaf.edu\/finance\/files\/2013\/06\/5500-VEBA-11.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">2011<\/a><a href=\"https:\/\/wp.stolaf.edu\/finance\/files\/2013\/06\/VEBA-09.pdf\"><br \/><\/a><\/p>\n\n\n\n<p>Other 5500&#8217;s available upon request by contacting the Payroll Office<\/p>\n\n\n\n<p>Note: In order to access these forms, you must use Adobe Acrobat Reader. The newest version is free from Adobe&#8217;s Web site, or available on campus from the St. Olaf server.<\/p>\n\n\n\n<p><\/p>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>Tax Exemption St. Olaf College is a sales tax-exempt organization. &nbsp;Copies of the federal and state tax exemptions are listed below or can be requested from the Accounts Payable Office. [&hellip;]<\/p>\n","protected":false},"author":18,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"class_list":["post-699","page","type-page","status-publish","hentry"],"acf":[],"jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/wp.stolaf.edu\/finance\/wp-json\/wp\/v2\/pages\/699","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/wp.stolaf.edu\/finance\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/wp.stolaf.edu\/finance\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/wp.stolaf.edu\/finance\/wp-json\/wp\/v2\/users\/18"}],"replies":[{"embeddable":true,"href":"https:\/\/wp.stolaf.edu\/finance\/wp-json\/wp\/v2\/comments?post=699"}],"version-history":[{"count":72,"href":"https:\/\/wp.stolaf.edu\/finance\/wp-json\/wp\/v2\/pages\/699\/revisions"}],"predecessor-version":[{"id":7202,"href":"https:\/\/wp.stolaf.edu\/finance\/wp-json\/wp\/v2\/pages\/699\/revisions\/7202"}],"wp:attachment":[{"href":"https:\/\/wp.stolaf.edu\/finance\/wp-json\/wp\/v2\/media?parent=699"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}