UNIVERSITY OF SAINT JOSEPH: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF SAINT JOSEPH (EIN 06-0646829)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-05-15
- IRS object ID
- 202331359349301398
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-15T07:47:28-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 TIMES SQUARE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 060646829 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF SAINT JOSEPH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 8602315220 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1678 ASYLUM AVENUE | AddressLine1Txt |
| City | WEST HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 061172764 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LUCY A LUCKER | PersonNm |
| Person Title | VP FIN & ADMIN | PersonTitleTxt |
| Phone | 8602315220 | PhoneNum |
| Signature | 2023-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LUCY | PersonFirstNm |
| Person Last | LUCKER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KAREN LO | PreparerPersonNm |
| PTIN | P01434915 | PTIN |
| Phone | 2123721000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | RHONA C FREE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1678 ASYLUM AVENUE | AddressLine1Txt |
| City | WEST HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 061172764 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $97,077,018 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Group Exemption | 0928 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.USJ.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1925 | FormationYr |
| Legal Domicile State | CT | LegalDomicileStateCd |
| Activity Or Mission | THE UNIVERSITY PROVIDES A RIGOROUS LIBERAL ARTS & PROFESSIONAL EDUCATION FOR A DIVERSE STUDENT POPULATION IN AN INCLUSIVE ENVIRONMENT THAT ENCOURAGES STRONG ETHICAL VALUES, PERSONAL INTEGRITY, AND A SENSE OF RESPONSIBILITY TO THE NEEDS OF SOCIETY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 35 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 34 | VotingMembersIndependentCnt |
| Total Employee | 1310 | TotalEmployeeCnt |
| Total Volunteers | 60 | TotalVolunteersCnt |
| Total Gross UBI | $92,353 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,835,334 | PYContributionsGrantsAmt |
| CY Contributions Grants | $10,537,867 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $83,300,313 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $81,740,734 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,528,563 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,986,399 | CYInvestmentIncomeAmt |
| PY Other Revenue | $787,972 | PYOtherRevenueAmt |
| CY Other Revenue | $600,334 | CYOtherRevenueAmt |
| PY Total Revenue | $93,452,182 | PYTotalRevenueAmt |
| CY Total Revenue | $94,865,334 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $18,554,689 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $20,579,011 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $42,459,859 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $43,798,368 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $19,929 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,085,976 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $21,760,182 | PYOtherExpensesAmt |
| CY Other Expenses | $23,228,154 | CYOtherExpensesAmt |
| PY Total Expenses | $82,774,730 | PYTotalExpensesAmt |
| CY Total Expenses | $87,625,462 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $10,677,452 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $7,239,872 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $138,052,246 | TotalAssetsBOYAmt |
| Total Assets EOY | $137,923,025 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $65,100,246 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $60,977,025 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $72,952,000 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $76,946,000 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE UNIVERSITY PROVIDES A RIGOROUS LIBERAL ARTS AND PROFESSIONAL EDUCATION FOR A DIVERSE STUDENT POPULATION. (SEE SCHEDULE O FOR THE ORGANIZATION'S MISSION.) | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $61,718,455 | ExpenseAmt |
| Grant | $20,579,011 | GrantAmt |
| Revenue | $65,746,979 | RevenueAmt |
| Desc | COLLEGE AND MASTERS/DOCTORAL PROGRAMS:SEE SCHEDULE O FOR PROGRAM DESCRIPTION.COLLEGE AND MASTERS/DOCTORAL PROGRAMS:STUDENTS SELECT FROM AN ARRAY OF DYNAMIC MAJORS AND MINORS, DUAL MAJORS, AND CONCENTRATIONS, AND THEN PROCEED TO REALIZING THEIR AMBITIONS. EXPERIENTIAL LEARNING IS INCORPORATED ACROSS THE CURRICULUM AND FACULTY PREPARE STUDENTS FOR MEANINGFUL PROFESSIONAL CAREERS. SEAMLESS DEGREE PROGRAMS SAVE TIME AND MONEY, AND BUILD THE FOUNDATION FOR A GREAT CAREER AS MANY DEGREE PROGRAMS LEAD TO PROFESSIONAL LICENSES. AMIDST TEXTBOOKS AND LECTURES, STUDENTS COMPLETE INTERNSHIPS, CLINICAL ROTATIONS, AND PRE-PROFESSIONAL EXPERIENCES EFFECTIVELY APPLYING COURSE MATERIAL TO EVERYDAY SITUATIONS AND GAINING EXPERIENCE THAT WILL HELP THEM RISE ABOVE STIFF COMPETITION IN THE JOB MARKET.AS AN NCAA DIVISION III SCHOOL, THE UNIVERSITY OF SAINT JOSEPH HOSTS 14 VARSITY TEAMS, IN ADDITION TO INTRAMURALS AND NUMEROUS RECREATION AND WELLNESS PROGRAMS. THE UNIVERSITY IS A MEMBER OF THE NATIONAL COLLEGIATE ATHLETIC ASSOCIATION (NCAA) AND THE GREAT NORTHEAST ATHLETIC CONFERENCE (GNAC).THE 90-ACRE SUBURBAN CAMPUS IN PRESTIGIOUS WEST HARTFORD, CONNECTICUT IS KNOWN AMONG COLLEGES FOR ITS AESTHETICS AND PRIME LOCATION: A FEW MILES FROM MAJOR HARTFORD EMPLOYERS OR ENTERTAINMENT AND SHOPPING IN BLUE BACK SQUARE, AND MIDWAY BETWEEN BOSTON AND NEW YORK CITY.IN ADDITION TO THE UNDERGRADUATE COLLEGE, THE UNIVERSITY OF SAINT JOSEPH HAS A GRADUATE AND PROFESSIONAL STUDIES PROGRAM OFFERING MASTER'S DEGREES AND CERTIFICATES, A WEEKEND PROGRAM SERVING ADULT LEARNERS PURSUING THEIR BACCALAUREATE DEGREES, A DOCTOR OF NURSING PRACTICE PROGRAM AND A SCHOOL OF PHARMACY. THE SCHOOL OF PHARMACY IS LOCATED IN DOWNTOWN HARTFORD, CONNECTICUT, AND OFFERS A UNIQUE THREE-CALENDAR-YEAR DOCTORAL DEGREE (PHARM.D.) PROGRAM IN PHARMACY.IN 2016, USJ ANNOUNCED THAT ITS NEW PHYSICIAN ASSISTANT (PA) PROGRAM WAS GRANTED ACCREDITATION-PROVISIONAL STATUS BY THE ACCREDITATION REVIEW COMMISSION ON EDUCATION FOR THE PHYSICIAN ASSISTANT (ARC-PA). THIS ACCREDITATION - THE FIRST IN A MULTI-STEP ACCREDITATION PROCESS - ALLOWED USJ TO ENROLL THE INAUGURAL CLASS OF ITS PA PROGRAM IN JANUARY 2017. USJ'S PA PROGRAM IS A 28-MONTH, COEDUCATIONAL PROGRAM FOCUSING ON COLLABORATIVE APPROACHES TO PATIENT-CENTERED CARE THAT ENHANCES TREATMENT PLANS AND CAN IMPROVE OUTCOMES IN A CHANGING AND EVOLVING HEALTHCARE ENVIRONMENT. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $12,373,000 | ExpenseAmt |
| Revenue | $15,993,755 | RevenueAmt |
| Desc | MODEL SCHOOLS:SEE SCHEDULE O FOR PROGRAM DESCRIPTION.MODEL SCHOOLS:THE UNIVERSITY IS HOME TO TWO MODEL SCHOOLS: THE GENGRAS CENTER AND THE SCHOOL FOR YOUNG CHILDREN. THE GENGRAS CENTER IS A STATE-APPROVED PRIVATE SPECIAL EDUCATION FACILITY THAT PROVIDES HIGHLY STRUCTURED, INTENSIVE AND SELF-CONTAINED SPECIAL EDUCATION PROGRAMS FOR ELEMENTARY, MIDDLE AND HIGH SCHOOL STUDENTS. IN 2021 IT SERVED 133 STUDENTS FROM SURROUNDING COMMUNITIES. AT THE CENTER, UNIVERSITY OF SAINT JOSEPH STUDENTS FULFILL REQUIRED CLASSES IN THE FIELDS OF SPECIAL EDUCATION, NURSING, SOCIAL WORK, COUNSELING, AND NUTRITION.THE SCHOOL FOR YOUNG CHILDREN IS A NATIONALLY-ACCREDITED PRESCHOOL WHICH HAS BEEN SERVING CHILDREN SINCE 1936; IN 2021 IT ENROLLED 84 STUDENTS. IT SERVES AS A TRAINING PROGRAM FOR UNIVERSITY STUDENTS PURSUING CAREERS IN EARLY CHILDHOOD EDUCATION AND RELATED FIELDS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $74,091,455 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 241 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1310 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 35 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 34 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUCY LUCKER VP OF FINANCE & ADMINISTRATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8602315220 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1678 ASYLUM AVENUE | AddressLine1Txt |
| City | WEST HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 061172764 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (42 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| RHONA C FREE PHD | ||||||||
| PRESIDENT, TRUSTEE | 38.00 | 0.00 | Yes (X) | Yes (X) | $364,738 | $0 | $164,894 | |
| YUSRA ANIS-ANWAR MD | ||||||||
| TRUSTEE (FROM 10/1/21) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ELIZABETH C BARTON JD | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ANTHONY J CAMPBELL MDIV | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| AELISH CLIFFORD | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SUZANNE DELIEE RSM | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MARY D DICKERSON MBA | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KATHY DE CASTRO MA | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CARLOS FIGUEROA MM | ||||||||
| TRUSTEE (FROM 10/1/21) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BRENDAN FOX JR JD | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ROHAN A FREEMAN PE LS | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MARTHA S GERVASI | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MARION D GRIFFIN | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| EILEEN HOGAN RSM | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| PAUL IANNACCONE JD | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JOETTE KATZ JD | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT KING | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MARIA LINO | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SHERRY MANETTA MBA | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ELIZABETH A MCAULIFFE RSM EDD | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JEANNE B MEROLA | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| THEA MONTANEZ | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CORNELIUS O'LEARY JD | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| PAUL S POLO | ||||||||
| TRUSTEE (FROM 10/1/21) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| GERRI ROBERTS JD | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN F RODIS MD MBA | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JOSEPH J SPALLUTO JD | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CAROL STIFF MS | ||||||||
| TRUSTEE (FROM 10/1/21) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MARY ALICE SYNKEWECZ RSM | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| PATRICK TERRION BS | ||||||||
| TRUSTEE (FROM 10/1/21) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS WEIDMAN FCAS | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ANN M WELCH RSM MED | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BREWSTER B PERKINS | ||||||||
| CHAIR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ROBERT STINGLE | ||||||||
| VICE CHAIR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| PADDI LESHANE | ||||||||
| SECRETARY | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MICHELLE KALIS | ||||||||
| PROVOST | 38.00 | 0.00 | Yes (X) | $225,285 | $0 | $25,418 | ||
| LUCY LUCKER | ||||||||
| VP, FINANCE & ADMINISTRATION | 38.00 | 0.00 | Yes (X) | $194,953 | $0 | $11,537 | ||
| MARJORIE PINNEY | ||||||||
| VP, INSTITUTIONAL ADVANCEMENT | 38.00 | 0.00 | $180,177 | $0 | $35,218 | Yes (X) | ||
| KIMBERLY CRONE | ||||||||
| VP, ENROLLMENT MANAGEMENT | 38.00 | 0.00 | $181,329 | $0 | $9,655 | Yes (X) | ||
| ELIZABETH FRANCIS-CONNOLLY | ||||||||
| DEAN (UNTIL 6/3/22) | 38.00 | 0.00 | $179,706 | $0 | $23,035 | Yes (X) | ||
| JAMES HENKEL | ||||||||
| ASSOCIATE DEAN | 38.00 | 0.00 | $180,842 | $0 | $9,367 | Yes (X) | ||
| JASON LAWRENCE | ||||||||
| CHIEF INFORMATION OFFICER | 38.00 | 0.00 | $169,344 | $0 | $588 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,676,374 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $279,712 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 66 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| O&G INDUSTRIES | |||||
| 112 WALL STREET | TORRINGTON | CT | 06790 | CONSTRUCTION | $3,874,574 |
| SODEXO OPERATIONS LLC | |||||
| 9801 WASHINGTONIAN BLVD | GAITHERSBURG | MD | 20878 | DINING & FACILITIES MANAGEMENT | $3,781,361 |
| FIP CONSTRUCTION INC | |||||
| 1536 NEW BRITAIN AVE | FARMINGTON | CT | 06032 | CONSTRUCTION | $1,193,614 |
| K-12 TEACHERS ALLIANCE | |||||
| 20624 ABBEY WOODS CT NORTH | FRANKFORT | IL | 60423 | CONSULTING FOR OFF CAMPUS MASTERS | $545,518 |
| JANI-KING OF HARTFORD INC | |||||
| 40 COLD SPRING ROAD | ROCKY HILL | CT | 06067 | TEMP SERVICES CUSTODIAL | $454,658 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 24 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $139,186 | FundraisingAmt |
| Government Grants | $6,405,394 | GovernmentGrantsAmt |
| All Other Contributions | $3,993,287 | AllOtherContributionsAmt |
| Noncash Contributions | $24,843 | NoncashContributionsAmt |
| Total Contributions | $10,537,867 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611710 | $62,174,016 | $62,174,016 |
| MODEL SCHOOLS & EDUCATIONAL SERVI | 611710 | $15,994,075 | $15,994,075 |
| RESIDENCE & DINING | 611710 | $3,572,643 | $3,572,643 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $81,740,734 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,583,152 | TotalRevenueColumnAmt |
| Exclusion | $1,583,152 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $72,619 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $72,619 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $72,619 | TotalRevenueColumnAmt |
| Exclusion | $72,619 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,479,652 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,076,405 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $403,247 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $403,247 | TotalRevenueColumnAmt |
| Exclusion | $403,247 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $139,415 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $139,186 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $135,279 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,136 | TotalRevenueColumnAmt |
| Exclusion | $4,136 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| VENDOR REBATES & ALLOWANCES | 900099 | $365,303 | $365,303 | |
| ARTS CENTER REVENUE | 711190 | $73,806 | $796 | $73,010 |
| FEE INCOME | 900099 | $23,496 | $23,496 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $60,974 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $19,343 | UnrelatedBusinessRevenueAmt |
| Exclusion | $41,631 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $523,579 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $94,865,334 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $81,740,734 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $92,353 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,494,380 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,579,011 | TotalAmt |
| Program Services | $20,579,011 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,010,250 | TotalAmt |
| Program Services | $253,376 | ProgramServicesAmt |
| Management And General | $675,553 | ManagementAndGeneralAmt |
| Fundraising | $81,321 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,212,850 | TotalAmt |
| Program Services | $29,423,131 | ProgramServicesAmt |
| Management And General | $4,148,535 | ManagementAndGeneralAmt |
| Fundraising | $641,184 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,120,440 | TotalAmt |
| Program Services | $1,040,554 | ProgramServicesAmt |
| Management And General | $54,812 | ManagementAndGeneralAmt |
| Fundraising | $25,074 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,977,034 | TotalAmt |
| Program Services | $4,147,999 | ProgramServicesAmt |
| Management And General | $730,288 | ManagementAndGeneralAmt |
| Fundraising | $98,747 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,477,794 | TotalAmt |
| Program Services | $2,056,569 | ProgramServicesAmt |
| Management And General | $371,669 | ManagementAndGeneralAmt |
| Fundraising | $49,556 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,459,379 | TotalAmt |
| Management And General | $1,459,379 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,058 | TotalAmt |
| Management And General | $35,058 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $165,130 | TotalAmt |
| Management And General | $165,130 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,929 | TotalAmt |
| Fundraising | $19,929 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $157,916 | TotalAmt |
| Management And General | $157,916 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,240,839 | TotalAmt |
| Program Services | $1,649,657 | ProgramServicesAmt |
| Management And General | $591,159 | ManagementAndGeneralAmt |
| Fundraising | $23 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $614,402 | TotalAmt |
| Program Services | $182,979 | ProgramServicesAmt |
| Management And General | $394,879 | ManagementAndGeneralAmt |
| Fundraising | $36,544 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $149,680 | TotalAmt |
| Program Services | $51,990 | ProgramServicesAmt |
| Management And General | $95,736 | ManagementAndGeneralAmt |
| Fundraising | $1,954 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,142,339 | TotalAmt |
| Program Services | $450,291 | ProgramServicesAmt |
| Management And General | $651,736 | ManagementAndGeneralAmt |
| Fundraising | $40,312 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,820,780 | TotalAmt |
| Program Services | $1,587,853 | ProgramServicesAmt |
| Management And General | $1,232,927 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $174,585 | TotalAmt |
| Program Services | $173,074 | ProgramServicesAmt |
| Management And General | $832 | ManagementAndGeneralAmt |
| Fundraising | $679 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $140,601 | TotalAmt |
| Program Services | $134,926 | ProgramServicesAmt |
| Management And General | $5,606 | ManagementAndGeneralAmt |
| Fundraising | $69 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,579,604 | TotalAmt |
| Program Services | $1,579,604 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,705,879 | TotalAmt |
| Program Services | $4,582,402 | ProgramServicesAmt |
| Management And General | $123,477 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $657,314 | TotalAmt |
| Program Services | $2,428 | ProgramServicesAmt |
| Management And General | $654,886 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| FOOD SERVICES | $1,857,935 | $1,857,935 | ||
| MAINTENANCE AND REPAIRS | $1,730,967 | $1,730,967 | ||
| SUPPLIES | $763,422 | $760,576 | $2,846 | |
| DUES AND SUBSCRIPTIONS | $553,540 | $434,089 | $112,947 | $6,504 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,278,784 | TotalAmt |
| Program Services | $1,412,044 | ProgramServicesAmt |
| Management And General | $782,660 | ManagementAndGeneralAmt |
| Fundraising | $84,080 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,625,462 | TotalAmt |
| Program Services | $74,091,455 | ProgramServicesAmt |
| Management And General | $12,448,031 | ManagementAndGeneralAmt |
| Fundraising | $1,085,976 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,156,064 | BOYAmt |
| EOY | $3,372,816 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,213,983 | BOYAmt |
| EOY | $9,102,068 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,634,563 | BOYAmt |
| EOY | $1,574,523 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,866,832 | BOYAmt |
| EOY | $4,494,036 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,202,879 | BOYAmt |
| EOY | $1,246,717 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $133,912,677 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $68,694,479 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,345,946 | BOYAmt |
| EOY | $65,218,198 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,611,359 | BOYAmt |
| EOY | $52,901,247 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,620 | BOYAmt |
| EOY | $13,420 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $138,052,246 | BOYAmt |
| EOY | $137,923,025 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,161,996 | BOYAmt |
| EOY | $5,747,547 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,238,231 | BOYAmt |
| EOY | $4,073,324 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,879,754 | BOYAmt |
| EOY | $45,604,282 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,820,265 | BOYAmt |
| EOY | $5,551,872 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,100,246 | BOYAmt |
| EOY | $60,977,025 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,952,000 | BOYAmt |
| EOY | $45,875,000 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,000,000 | BOYAmt |
| EOY | $31,071,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,952,000 | BOYAmt |
| EOY | $76,946,000 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $138,052,246 | BOYAmt |
| EOY | $137,923,025 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $7,239,872 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$7,121,339 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $3,875,467 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,146,283 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,976,074 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,742,342 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,835,334 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,537,867 | CurrentTaxYearAmt |
| Total | $36,237,900 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,146,283 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,976,074 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,742,342 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,835,334 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,537,867 | CurrentTaxYearAmt |
| Total | $36,237,900 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $4,050,078 | SubstantialContributorsTotAmt |
| Public Support Total170 | $32,187,822 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $922,429 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,119,394 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $969,653 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,349,592 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,655,771 | CurrentTaxYearAmt |
| Total | $6,016,839 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $6,448 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $92,353 | CurrentTaxYearAmt |
| Total | $98,801 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $916,068 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $948,815 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $839,804 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $739,721 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $570,641 | CurrentTaxYearAmt |
| Total | $4,015,049 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $46,368,589 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $396,089,526 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.69420 | PublicSupportCY170Pct |
| Public Support PY170 | 0.65630 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | MISCELLANEOUS INCOME - 2017 AMOUNT: $ 310,876. 2018 AMOUNT: $ 333,546. 2019 AMOUNT: $ 106,470. 2020 AMOUNT: $ 66,291. 2021 AMOUNT: $ 65,127. VENDOR REBATES ALLOWANCES - 2017 AMOUNT: $ 423,443. 2018 AMOUNT: $ 409,704. 2019 AMOUNT: $ 674,204. 2020 AMOUNT: $ 662,898. 2021 AMOUNT: $ 365,303. ARTS CENTER REVENUE - 2017 AMOUNT: $ 84,187. 2018 AMOUNT: $ 120,559. 2019 AMOUNT: $ 59,130. 2020 AMOUNT: $ 10,532. 2021 AMOUNT: $ 796. GROSS REVENUE FUND EVENTS - 2017 AMOUNT: $ 97,562. 2018 AMOUNT: $ 85,006. 2021 AMOUNT: $ 139,415. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $1,575 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $1,575 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | THE UNIVERSITY OF SAINT JOSEPH BELONGS TO THE CONNECTICUT CONSORTIUM OF INDEPENDENT COLLEGES AND UNIVERSITIES, AND OTHER ACADEMIC ASSOCIATIONS, WHICH AT TIMES MAY ENGAGE IN LOBBYING ACTIVITES. OF THE $22,447 PAID IN DUES TO CCIC, $419.16 WAS USED FOR LOBBYING. OF THE $7,468 PAID IN DUES TO NAICU, 7% OR $523 WAS USED FOR LOBBYING. OF THE $2,110 PAID IN DUES TO CAPSEF, 30% OR $633 WAS USED FOR LOBBYING. FOR THE YEAR ENDING 6/30/22, THE UNIVERSITY DID NOT CONTRACT WITH AN OUTSIDE LOBBYING FIRM FOR FEDERAL AND STATE GOVERNMENT RELATIONS AND LOBBYING SERVICES. IN ADDITION, THE UNIVERSITY MAY HAVE DIRECT CONTACT WITH LEGISLATORS TO PROVIDE INFORMATION AND EDUCATION ABOUT THE UNIVERSITY. | ExplanationTxt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $728,485 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
Collection Used Other Purposes CollectionUsedOtherPurposesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Other Purposes | Yes (X) | CollectionUsedOtherPurposesInd |
| Other Purposes | TEACHING | OtherPurposesDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $45,085,000 | BeginningYearBalanceAmt |
| Contributions | $1,986,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$5,262,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $823,458 | GrantsOrScholarshipsAmt |
| Other Expenditures | $560,542 | OtherExpendituresAmt |
| End Year Balance | $40,425,000 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $35,442,000 | BeginningYearBalanceAmt |
| Contributions | $1,506,000 | ContributionsAmt |
| Investment Earnings Or Losses | $9,491,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $802,891 | GrantsOrScholarshipsAmt |
| Other Expenditures | $551,109 | OtherExpendituresAmt |
| End Year Balance | $45,085,000 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $34,781,000 | BeginningYearBalanceAmt |
| Contributions | $2,339,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$691,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $593,744 | GrantsOrScholarshipsAmt |
| Other Expenditures | $393,256 | OtherExpendituresAmt |
| End Year Balance | $35,442,000 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $33,519,000 | BeginningYearBalanceAmt |
| Contributions | $1,226,000 | ContributionsAmt |
| Investment Earnings Or Losses | $1,147,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $719,961 | GrantsOrScholarshipsAmt |
| Other Expenditures | $391,039 | OtherExpendituresAmt |
| End Year Balance | $34,781,000 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $28,710,000 | BeginningYearBalanceAmt |
| Contributions | $3,754,000 | ContributionsAmt |
| Investment Earnings Or Losses | $1,574,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $340,290 | GrantsOrScholarshipsAmt |
| Other Expenditures | $178,710 | OtherExpendituresAmt |
| End Year Balance | $33,519,000 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.34000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.66000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,522,941 | OtherCostOrOtherBasisAmt |
| Book Value | $2,522,941 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $90,921,519 | OtherCostOrOtherBasisAmt |
| Depreciation | $38,848,049 | DepreciationAmt |
| Book Value | $52,073,470 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,634,116 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,600,932 | DepreciationAmt |
| Book Value | $33,184 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $23,369,542 | OtherCostOrOtherBasisAmt |
| Depreciation | $19,898,225 | DepreciationAmt |
| Book Value | $3,471,317 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $15,464,559 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,347,273 | DepreciationAmt |
| Book Value | $7,117,286 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $65,218,198 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| GOVERNMENT GRANTS REFUNDABLE | $217,048 |
| INTEREST RATE SWAP LIABILITY | $613,657 |
| VENDOR INVESTMENT - SODEXO | $2,474,949 |
| ARO LIABILITY | $2,246,218 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,551,872 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $72,726,000 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$7,121,339 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$14,913,115 | OtherRevenueAmt |
| Revenue Not Reported | -$22,034,454 | RevenueNotReportedAmt |
| Revenue Subtotal | $94,760,454 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $104,880 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $104,880 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $94,865,334 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $68,732,000 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $68,732,000 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $104,880 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $18,788,582 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $18,893,462 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $87,625,462 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | ORGANIZATION'S COLLECTION OF ART: THE ART MUSEUM AT THE UNIVERSITY OF SAINT JOSEPH OPENED IN 2001 IN THE UNIVERSITY'S BRUYETTE ATHENAEUM. IT NOW HOUSES A COLLECTION OF MORE THAN 2,100 WORKS OF ART. A PAINTINGS COLLECTION, WHOSE STRENGTH IS IN AMERICAN ART OF THE TWENTIETH CENTURY, INCLUDES WORKS BY THOMAS HART BENTON, GEORGIA O'KEEFFE AND MILTON AVERY, IS COMPLEMENTED BY A COLLECTION OF WORKS OF ART ON PAPER. THE LATTER COLLECTION RANGES FROM THE FIFTEENTH CENTURY TO THE PRESENT, INCLUDING NOTEWORTHY EUROPEAN OLD MASTER PRINTS, NINETEENTH-CENTURY TO CONTEMPORARY JAPANESE PRINTS, AND TWENTIETH-CENTURY AND CONTEMPORARY AMERICAN AND EUROPEAN WORKS AND A GROWING PHOTOGRAPH COLLECTION. WITH A SUITE OF EXHIBITION GALLERIES, A PRINT STUDY ROOM, AND UP-TO-DATE STORAGE FACILITIES, THE ART MUSEUM HAS MADE THE UNIVERSITY'S COLLECTION MORE ACCESSIBLE AND HAS OPENED MYRIAD OPPORTUNITIES FOR THE STUDY AND ENJOYMENT OF ART. THE MUSEUM COLLABORATES WITH FACULTY TO PRESENT EDUCATIONAL PROGRAMMING AND HOST CLASS VISITS THROUGHOUT THE YEAR, PROVIDES PROFESSIONAL DEVELOPMENT FOR K-12 TEACHERS, AND OFFERS A VARIETY OF LECTURES, GALLERY TALKS, AND EVENTS FOR THE GENERAL PUBLIC. EACH YEAR THE ART MUSEUM PRESENTS SEVERAL SPECIAL EXHIBITIONS IN ADDITION TO CHANGING INSTALLATIONS OF THE PERMANENT COLLECTION. |
| PART V, LINE 4: | ENDOWMENT FUNDS: THE UNIVERSITY'S ENDOWMENT CONSISTS OF APPROXIMATELY 229 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES, INCLUDING BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE UNIVERSITY TO FUNCTION AS ENDOWMENTS (QUASI - ENDOWMENT). THE UNIVERSITY MANAGES ITS LONG-TERM INVESTMENTS IN ACCORDANCE WITH THE TOTAL RETURN CONCEPT AND THE GOAL OF MAXIMIZING LONG-TERM RETURN WITHIN ACCEPTABLE LEVELS OF RISK. THE UNIVERSITY'S SPENDING POLICY IS DESIGNED TO PROVIDE A STABLE LEVEL OF FINANCIAL SUPPORT AND TO PRESERVE THE REAL VALUE OF ITS ENDOWMENT. THE UNIVERSITY COMPARES THE PERFORMANCE OF ITS INVESTMENTS AGAINST SEVERAL BENCHMARKS. |
| PART X, LINE 2: | THE UNIVERSITY IS RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS AN ORGANIZATION UNDER INTERNAL REVENUE CODE (IRC) SECTION 501(A) DESCRIBED IN SECTION 501(C)(3) OF THE IRC. UNDER IRC 501(A), THE UNIVERSITY IS GENERALLY EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON RELATED INCOME. THE UNIVERSITY BELIEVES IT HAS TAKEN NO UNCERTAIN TAX POSITIONS. TAX POSITIONS FOR THE OPEN TAX YEARS AS OF JUNE 30, 2022, WERE REVIEWED, AND IT WAS DETERMINED THAT NO PROVISION FOR UNCERTAIN TAX POSITIONS WAS REQUIRED AS OF JUNE 30, 2022 OR 2021. THE UNIVERSITY'S FEDERAL AND STATE RETURNS ARE GENERALLY OPEN FOR EXAMINATION FOR THREE YEARS FOLLOWING THE DATE FILED. THE UNIVERSITY WILL ACCOUNT FOR INTEREST AND PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, IF ANY, AS PART OF TAX EXPENSE. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN FAIR VALUE OF INTEREST RATE SWAPS 3,875,467. FINANCIAL AID -18,788,582. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID 18,788,582. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | RACIALLY NONDISCRIMINATORY POLICY: THE UNIVERSITY PUBLISHES ITS NON-DISCRIMINATION POLICY ON THE HOME PAGE OF ITS WEBSITE, USJ.EDU, IN ACCORDANCE WITH REV. PROC. 2019-22, SECTION 3, PER THE INTERNAL REVENUE SERVICE. |
| SCHEDULE E, PART I, LINE 6 | GOVERNMENT AID: THE UNIVERSITY OF SAINT JOSEPH RECEIVES FINANCIAL AID OR ASSISTANCE FROM GOVERNMENTAL AGENCIES FOR THE BENEFIT OF THE UNIVERSITY'S STUDENTS. OTHER ASSISTANCE: THE UNIVERSITY RECEIVED FUNDING FROM THE FEDERAL GOVERNMENT THROUGH GRANTS AS PART OF THE HIGHER EDUCATION EMERGENCY RELIEF FUND (HEERF). |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BCG CONNECT LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 755 MIDDLESEX TPKE | AddressLine1Txt |
| City | BILLERICA | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01821 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | CONSULTING | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $19,929 | RetainedByContractorAmt |
| Net To Organization | $0 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $19,929 | TotalRetainedByContractorsAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DE | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | ID | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | IN | LicensedStatesCd |
| Licensed States | IA | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | MT | LicensedStatesCd |
| Licensed States | NE | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | SD | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | TX | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | WY | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $278,601 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $139,186 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $139,415 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $0 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $0 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $14,329 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $48,912 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $3,500 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $68,538 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $278,601 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $139,186 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $139,415 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $14,329 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $48,912 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $3,500 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $68,538 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $135,279 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $4,136 | NetIncomeSummaryAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE G, PART I, LINE 2B, COLUMN (V) | FormAndLineReferenceDesc |
| Explanation | THE UNIVERSITY ENGAGED BCG CONNECT, LLC FOR APPEAL SERVICES INCLUDING WRITING OF APPEALS PAID ON A PROJECT BASIS. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| COLLEGE SCHOLARSHIPS AND GRANTS | 876 | $18,811,506 |
| HEERF STUDENT AID | 1198 | $1,767,505 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | MONITOR THE USE OF GRANT FUNDS: THE UNIVERSITY'S GRANTS IN THE U.S. CONSIST OF FINANCIAL AID AWARDS WHICH ARE APPLIED AGAINST STUDENTS' RECEIVABLE BALANCES DUE TO THE UNIVERSITY. THE UNIVERSITY MONITORS THESE GRANTS BY CONTROLLING THE APPLICATION OF GRANTS TO STUDENTS' BALANCES. |
| SCHEDULE I, PART III, LINE 2 | THE UNIVERSITY PROVIDED EMERGENCY FINANCIAL AID GRANTS TO ELIGIBLE STUDENTS TO SATISFY OUTSTANDING ACCOUNT BALANCES OR FOR EMERGENCY COSTS THAT AROSE DUE TO CORONAVIRUS IN ACCORDANCE WITH THE RESTRICTIONS ASSOCIATED WITH THE FUNDING. $1,767,505 WAS FUNDED BY THE HIGHER EDUCATION EMERGENCY RELIEF FUND (HEERF) ESTABLISHED UNDER THE CORONAVIRUS AID, RELIEF, AND ECONOMIC SECURITY ACT (CARES ACT). |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RHONA C FREE PHD | ||||||||||||||
| PRESIDENT, TRUSTEE | $361,792 | $0 | $0 | $0 | $2,946 | $0 | $114,500 | $0 | $50,394 | $0 | $529,632 | $0 | $0 | $0 |
| MICHELLE KALIS | ||||||||||||||
| PROVOST | $225,285 | $0 | $0 | $0 | $0 | $0 | $11,578 | $0 | $13,840 | $0 | $250,703 | $0 | $0 | $0 |
| MARJORIE PINNEY | ||||||||||||||
| VP, INSTITUTIONAL ADVANCEMENT | $180,177 | $0 | $0 | $0 | $0 | $0 | $9,517 | $0 | $25,701 | $0 | $215,395 | $0 | $0 | $0 |
| LUCY LUCKER | ||||||||||||||
| VP, FINANCE & ADMINISTRATION | $194,953 | $0 | $0 | $0 | $0 | $0 | $9,775 | $0 | $1,762 | $0 | $206,490 | $0 | $0 | $0 |
| ELIZABETH FRANCIS-CONNOLLY | ||||||||||||||
| DEAN (UNTIL 6/3/22) | $179,706 | $0 | $0 | $0 | $0 | $0 | $9,279 | $0 | $13,756 | $0 | $202,741 | $0 | $0 | $0 |
| KIMBERLY CRONE | ||||||||||||||
| VP, ENROLLMENT MANAGEMENT | $181,329 | $0 | $0 | $0 | $0 | $0 | $9,067 | $0 | $588 | $0 | $190,984 | $0 | $0 | $0 |
| JAMES HENKEL | ||||||||||||||
| ASSOCIATE DEAN | $180,842 | $0 | $0 | $0 | $0 | $0 | $9,096 | $0 | $271 | $0 | $190,209 | $0 | $0 | $0 |
| JASON LAWRENCE | ||||||||||||||
| CHIEF INFORMATION OFFICER | $169,344 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $588 | $0 | $169,932 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | PRESIDENT'S HOUSING: AS A CONDITION OF EMPLOYMENT, THE PRESIDENT IS REQUIRED TO LIVE IN THE PRESIDENTIAL RESIDENCE LOCATED ON THE UNIVERSITY CAMPUS. THE FAIR MARKET VALUE OF THE HOUSING IS $48,000 PER YEAR. THIS IS A NON-TAXABLE BENEFIT INCLUDED IN SCHEDULE J, PART II, COLUMN D. SCHEDULE J, PART I, QUESTION 1A HEALTH AND SOCIAL CLUB DUES: THE UNIVERSITY PAYS MEMBERSHIP DUES AT THE TOWN AND COUNTY CLUB FOR THE PRESIDENT OF THE UNIVERSITY. THIS MEMBERSHIP ALLOWS THE PRESIDENT TO MEET WITH MEMBERS OF THE COMMUNITY TO PROMOTE THE AIMS OF THE UNIVERSITY. THE PRESIDENT REIMBURSES THE UNIVERSITY FOR ANY PERSONAL USE CHARGES, AND A PRO RATA PORTION OF CLUB DUES IS INCLUDED IN THE PRESIDENT'S W-2; THE AMOUNT IS REPORTED ON SCHEDULE J, PART II, COLUMN B (III). SCHEDULE J, PART I, LINE 4B NON-QUALIFIED RETIREMENT PLANS: THE UNIVERSITY PRESIDENT PARTICIPATES IN A 457(F) DEFERRED COMPENSATION PLAN, AND INCLUDED IN SCHEDULE J, PART II, COLUMN C IS THE CALENDAR YEAR 2021 DEFERRAL OF $100,000. THE PRESIDENT IS ENTITLED TO PAYMENT OF THE VESTED AMOUNT OF $200,000 AS OF JUNE 30, 2021 FROM THE PREVIOUS 457(F) DEFERRED COMPENSATION PLAN WITH THE UNIVERSITY. THE VESTED AMOUNT WAS PAID IN MARCH 2022 AND IT IS REPORTED ON 2022 FORM W-2. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| CHEFA 2018 SERIES E | ||||||||
| A | 060803186 | NONEAVAIL | 2018-12-07 | $30,000,000 | REN. ATH. & STUD. CTRS, REF. LOAN | 0 | 0 | 0 |
| CHEFA 2021 SERIES F | ||||||||
| B | 060803186 | NONEAVAIL | 2021-06-17 | $17,190,000 | REFUND CHEFA 2013 SERIES C & D BONDS | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | $853,804 | $30,000,000 | $528,059 | $25,565,473 | $3,906,468 | 2021 | 0 | Yes (1) | Yes (1) | Yes (1) |
| B | $731,914 | $17,190,000 | $515 | $17,189,485 | 2021 | Yes (1) | 0 | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | Yes (1) | 0 | 0 | Yes (1) | 0 | 0 | 0 | Yes (1) |
| B | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE K, PART II, LINE 11: | OTHER SPENT PROCEEDS: ENTIRE AMOUNT RECORDED ON SCHEDULE K, PART II, LINE 11, COLUMN A WAS REFINANCING OF THE AMOUNT OUTSTANDING ON THE $5 MILLION BRIDGE LOAN WHICH PROVIDED FUNDS FOR THE RENOVATION OF CERTAIN RESIDENCE HALLS AND COSTS OF IMPROVEMENT OF THE ELECTRICAL INFRASTRUCTURE. |
| SCHEDULE K, PART II, LINE 12, COLUMN A: | CHEFA 2018 SERIES E: THE UNIVERSITY HAS COMPLETELY DRAWN DOWN THE CHEFA SERIES E ISSUANCE TO FUND THE APPROPRIATE CAPITAL EXPENDITURES. MONTHLY PRINCIPAL AND INTEREST PAYMENTS BEGINNING DECEMBER 1, 2020 THROUGH DECEMBER 1, 2033 AT A FLOATING RATE OF 78.7% OF 30-DAY LIBOR PLUS 1.65%. FINAL MATURITY OF SERIES E IS ON DECEMBER 1, 2048. |
| SCHEDULE K, PART III, LINE 3A: | MANAGEMENT OR SERVICE CONTRACTS THAT MAY RESULT IN PRIVATE BUSINESS USE: ANY MANAGEMENT OR SERVICE CONTRACTS THAT MAY RESULT IN PRIVATE BUSINESS USE OF BOND-FINANCED PROPERTY ARE INCIDENTAL AND FALL UNDER THE SAFE HARBOR PROVIDED. |
| SCHEDULE K, PART III, LINE 3B: | ENGAGEMENT OF COUNSEL TO REVIEW MANAGEMENT OR SERVICE RELATING TO THE FINANCED PROPERTY: DUE TO THE FACT THAT INCIDENTAL SERVICE CONTRACTS IN BOND-FINANCED SPACES WILL NOT RESULT IN PRIVATE BUSINESS USE AS PER THE SAFE HARBOR PROVIDED UNDER REVENUE PROCEDURE 2017-13, WE DO NOT ROUTINELY ENGAGE BOND COUNSEL AND/OR OUTSIDE COUNSEL TO REVIEW THESE CONTRACTS SINCE THEY WILL NOT RESULT IN PRIVATE BUSINESS USE. |
| SCHEDULE K, PART III, LINE 4 & 5: | PRIVATE BUSINESS USE: THE UNIVERSITY REVIEWS EVERY ACTIVITY PROPOSED FOR ITS BOND-FINANCED FACILITIES, AND ALLOWS IN THOSE FACILITIES ONLY ACTIVITIES THAT EITHER MEET THE INCIDENTAL CONTRACT EXCEPTION OR REVENUE PROCEDURE 97-13 SAFE HARBOR. |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 7 | ContributionCnt |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | SEE PART II | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 6 | ContributionCnt |
| Noncash Contributions Rpt F990 | $24,843 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | NONCASH CONTRIBUTIONS: OTHER THAN CONTRIBUTIONS OF MARKETABLE SECURITIES, NON-CASH ITEMS ARE NOT INCLUDED IN THE FINANCIAL STATEMENTS OF THE UNIVERSITY UNLESS THEY ARE SIGNIFICANT IN AMOUNT. IN FISCAL YEAR 2022, THE UNIVERSITY RECEIVED 6 GIFTS OF MARKETABLE SECURITIES, VALUED AT $24,843, AND 7 ITEMS OF ARTWORK, WHICH WERE RECORDED AT ZERO VALUE. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: | THE UNIVERSITY OF SAINT JOSEPH, FOUNDED BY THE SISTERS OF MERCY IN THE CATHOLIC TRADITION, PROVIDES A RIGOROUS LIBERAL ARTS AND PROFESSIONAL EDUCATION FOR A DIVERSE STUDENT POPULATION IN AN INCLUSIVE ENVIRONMENT THAT ENCOURAGES STRONG ETHICAL VALUES, PERSONAL INTEGRITY, AND A SENSE OF RESPONSIBILITY TO THE NEEDS OF SOCIETY. CORE VALUES: *CATHOLIC IDENTITY* THE UNIVERSITY OF SAINT JOSEPH IS GROUNDED IN ITS HERITAGE AS A CATHOLIC INSTITUTION, EXPRESSING THE CATHOLIC TRADITION IN AN ECUMENICAL AND CRITICAL MANNER. *DEVELOPMENT OF THE WHOLE PERSON* THE UNIVERSITY OF SAINT JOSEPH ENCOURAGES, INSPIRES, AND CHALLENGES ALL STUDENTS TO FULLY DEVELOP THEIR INTELLECTUAL, SPIRITUAL, SOCIAL, EMOTIONAL, PHYSICAL AND LEADERSHIP POTENTIAL. *COMPASSIONATE SERVICE* THE UNIVERSITY OF SAINT JOSEPH PROMOTES, SUPPORTS AND FACILITATES CARING SERVICE AS AN INTEGRAL PART OF ALL TEACHING AND LEARNING EXPERIENCES. *ACADEMIC EXCELLENCE* THE UNIVERSITY OF SAINT JOSEPH PROVIDES A VALUE-CENTERED EDUCATION THAT PREPARES STUDENTS AS GLOBAL CITIZENS, LIFELONG LEARNERS, AND INFORMED DECISION MAKERS. *RESPECT/INTEGRITY* THE UNIVERSITY OF SAINT JOSEPH DEMONSTRATES RESPECT AND REVERENCE FOR ALL PEOPLE AND FIDELITY IN PERSONAL WITNESS. *HOSPITALITY* THE UNIVERSITY OF SAINT JOSEPH IS A WELCOMING COMMUNITY WHERE ITS RELATIONSHIPS ARE BASED ON OPENNESS, INCLUSIVITY, AND MUTUAL RESPECT. *MULTICULTURALISM/DIVERSITY* THE UNIVERSITY OF SAINT JOSEPH IS COMMITTED TO FOSTERING THE GROWTH OF AN INCLUSIVE COMMUNITY THAT WELCOMES DIFFERENCES AMONG COMMUNITY MEMBERS AND BENEFITS FROM THEM. |
| FORM 990, PART VI, SECTION A, LINE 6 | ORGANIZATION'S MEMBERS: THE CONFERENCE FOR MERCY HIGHER EDUCATION, INC. ACTS AS A CORPORATE MEMBER OF THE UNIVERSITY OF SAINT JOSEPH. |
| FORM 990, PART VI, SECTION A, LINE 7A | ROLE OF SISTERS OF MERCY: ELECTION TO THE BOARD OF TRUSTEES IS BY MAJORITY VOTE OF THE UNICAMERAL BODY, WHICH CONSISTS OF THE BOARD OF TRUSTEES, AND ONE PERSON DESIGNATED BY THE MEMBER OF THE CORPORATION (THE CONFERENCE FOR MERCY HIGHER EDUCATION, INC., A MARYLAND NON-STOCK, NOT-FOR-PROFIT CORPORATION, ACTING BY AND THROUGH ITS DULY CONSTITUTED AND AUTHORIZED OFFICERS). |
| FORM 990, PART VI, SECTION A, LINE 7B | MEMBER ACTIONS: THE FOLLOWING ACTIONS REQUIRE AN AFFIRMATIVE VOTE BY THE MEMBER OF THE CORPORATION (THE CONFERENCE FOR MERCY HIGHER EDUCATION, INC.) IN ORDER TO BE VALID: *DISSOLUTION OF THE CORPORATION, OR CESSATION OF OPERATION AS A UNIVERSITY AND INSTITUTION OF HIGHER EDUCATION; *SALE OF LAND; *SALE, LEASE, EXCHANGE, MORTGAGE, PLEDGE, OR ANY OTHER DISPOSITION OF OTHER ASSETS OR PROPERTY OF THE CORPORATION, IN OTHER THAN THE ORDINARY COURSE OF BUSINESS; AND *APPOINTMENT OR REMOVAL OF THE PRESIDENT OF THE UNIVERSITY IS BY MAJORITY VOTE OF THE UNICAMERAL BODY, WHICH CONSISTS OF THE BOARD OF TRUSTEES AND ONE PERSON DESIGNATED BY THE MEMBER OF THE CORPORATION (THE CONFERENCE FOR MERCY HIGHER EDUCATION, INC.). |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 REVIEW PROCESS: THE FORM 990 IS REVIEWED IN DRAFT FORM BY THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES. THE FINAL VERSION IS DISTRIBUTED TO THE BOARD OF TRUSTEES IN ADVANCE OF FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST POLICY: THE PRESIDENT'S OFFICE SENDS ANNUAL CONFLICT OF INTEREST QUESTIONNAIRES TO MEMBERS OF THE BOARD OF TRUSTEES. IF A CONFLICT OF INTEREST IS IDENTIFIED, THE TRUSTEE MEMBER SHALL REFRAIN FROM PARTICIPATING IN ANY ACTION ON MATTERS EXCEPT UPON APPROVAL OF THE BOARD AFTER FULL AND FRANK DISCLOSURE. THE VICE PRESIDENT FOR FINANCE AND ADMINISTRATION REVIEWS THE COMPLETED QUESTIONNAIRES, AND PRESENTS THE RESULTS TO THE BOARD'S AUDIT COMMITTEE. |
| FORM 990, PART VI, SECTION B, LINE 15A | COMPENSATION POLICY: THE PROCESS FOR DETERMINING THE COMPENSATION FOR THE PRESIDENT MEETS THE THREE REQUIREMENTS OF THE REBUTTABLE PRESUMPTION OF REASONABLENESS. COMPENSATION FOR THE UNIVERSITY'S PRESIDENT IS SET BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES, WHICH IS COMPOSED OF INDIVIDUALS WHO DO NOT HAVE A CONFLICT OF INTEREST REGARDING THE TRANSACTION. THE PROCESS INCLUDES THE COMPARISON WITH COMPENSATION OF PRESIDENTS OF COMPARABLE INSTITUTIONS, BY MEANS OF INDUSTRY SURVEYS AND REVIEW OF FORM 990'S; AND CONTEMPORANEOUS DOCUMENTATION OF DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION AGREEMENT. THE PRESIDENT'S COMPENSATION AGREEMENT IS A WRITTEN DOCUMENT. THIS FULL PROCESS WAS MOST RECENTLY UNDERTAKEN DURING THE YEAR ENDED JUNE 30, 2020. |
| FORM 990, PART VI, SECTION C, LINE 19 | PUBLIC DISCLOSURE: THE UNIVERSITY MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). IN ADDITION, THE FORM 990 AND THE AUDITED FINANCIAL STATEMENTS ARE AVAILABLE THROUGH THE UNIVERSITY'S WEBSITE. THE FORM 990 IS ALSO POSTED ON WWW.GUIDESTAR.ORG. |
| FORM 990, PART XI, LINE 9: | CHANGE IN FAIR VALUE OF INTEREST RATE SWAPS 3,875,467. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONFERENCE FOR MERCY HIGHER EDUCATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8380 COLESVILL RD SUITE 300 | AddressLine1Txt |
| City | SILVER SPRING | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20910 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 431973007 | EIN |
| Primary Activities | EDUCATION | PrimaryActivitiesTxt |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 1 | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |