2022-04-06T15:41:03-05:00 2021-05-31 161131146 BONADIO & CO LLP 171 SULLYS TRAIL PITTSFORD NY 14534 990 2020-06-01 160746864 ST JOHN FISHER COLLEGE STJO 5853858000 3690 EAST AVENUE ROCHESTER NY 14618 HEZE SIMMONS INTERIM VP FOR FINANCE AND CFO 5853855242 2022-02-15 1 HEZE SIMMONS XXX-XX-XXXX AIMEE JOZIC P01346943 5853811000 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z DR GERARD J ROONEY 3690 EAST AVENUE ROCHESTER NY 14618 169626509 0 X WWW.SJFC.EDU X 1948 NY ST. JOHN FISHER COLLEGE IS A COLLABORATIVE COMMUNITY DEDICATED TO TEACHING AND LEARNING IN A PERSONALIZED EDUCATIONAL ENVIRONMENT. THE COLLEGE IS GUIDED BY ITS CATHOLIC HERITAGE, AS EXPRESSED IN THE MOTTO OF ITS FOUNDERS, THE BASILIAN FATHERS: "TEACH ME GOODNESS, DISCIPLINE, AND KNOWLEDGE." THROUGH AN EDUCATION ROOTED IN THE LIBERAL ARTS, WE PREPARE INDIVIDUALS FOR LIVES OF INTELLECTUAL, PROFESSIONAL, AND CIVIC INTEGRITY, IN WHICH DIVERSITY AND SERVICE TO OTHERS ARE VALUED AND PRACTICED. 34 33 1725 319 13164 0 10152039 16705927 130027885 126782421 3396939 2995518 2206063 1817957 145782926 148301823 40916745 46274792 0 0 63193836 60064244 0 0 2723549 35990614 32871014 140101195 139210050 5681731 9091773 302679499 337911510 66043069 63711738 236636430 274199772 X ST. JOHN FISHER COLLEGE IS A COLLABORATIVE COMMUNITY DEDICATED TO TEACHING AND LEARNING IN A PERSONALIZED EDUCATIONAL ENVIRONMENT. THE COLLEGE IS GUIDED BY ITS CATHOLIC HERITAGE, AS EXPRESSED IN THE MOTTO OF ITS FOUNDERS, THE BASILIAN FATHERS: "TEACH ME GOODNESS, DISCIPLINE, AND KNOWLEDGE." THROUGH AN EDUCATION ROOTED IN THE LIBERAL ARTS, WE PREPARE INDIVIDUALS FOR LIVES OF INTELLECTUAL, PROFESSIONAL, AND CIVIC INTEGRITY, IN WHICH DIVERSITY AND SERVICE TO OTHERS ARE VALUED AND PRACTICED. 0 0 81915121 43592991 113008087 INSTRUCTION: TO GIVE INSTRUCTION IN LIBERAL ARTS COURSES LEADING TO THE DEGREES OF BA, BS, BBA, MASTER SCIENCE, MBA, AND PHARM D. 10707704 1772910 ACADEMIC SUPPORT: TO SUPPORT THE INSTRUCTION FUNCTION. 15042308 2681801 633384 STUDENT SERVICES: TO SUPPORT THE INSTRUCTION FUNCTION. 4110273 13216193 AUXILIARY ENTERPRISES: TO SUPPORT THE INSTRUCTION FUNCTION. 4110273 13216193 111775406 1 1 0 1 0 0 0 1 0 1 1 0 0 0 1 0 0 1 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 1 1 0 0 0 1 0 0 0 0 1 4994 0 1 1725 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 34 33 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X HEZEKIAH SIMMONS 5853855242 3690 EAST AVENUE ROCHESTER NY 14618 GERARD J ROONEY PHD PRESIDENT 35.00 X X 445373 0 227443 RONALD D BILLITIER BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 MARTIN K BIRMINGHAM BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 THOMAS G BOWLES VICE CHAIR 1.00 X X 0 0 0 DANIEL J BOYCE ESQ BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 DANIEL J BURNS BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 WILLIAM G CLARK BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 JOSE J CORONAS BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 JACK A DEPETERS BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 M KEVIN DUGAN BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 MICHAEL G GOONAN BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 JAMES P GROWNEY BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 DONALD E JEFFRIES BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 JILL KNITTEL BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 ANTHONY G LEE BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 JANICE C LOSS BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 ELIZABETH MULLIN-DIPROSA BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 DIANA L NOLE CHAIR 1.00 X X 0 0 0 MICHAEL A O'CONOR BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 WILLIAM J PELLICANO BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 REBECCA PELINO BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 JACQUELINE D PETERSON BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 MARK S PETERSON BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 MARY V PIEHLER BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 RONALD A PLUTA BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 WANDA POLISSENI BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 MATTHEW ROWE BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 VICTOR E SALERNO BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 FERDINAND J SMITH BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 REV GEORGE SMITH CSB BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 MICHAEL F STAPLETON BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 RANDALL M WHITE BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 HEATHER WILLIAMS BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 PHILIP H YAWMAN BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 JOSE PERALES VP ENROLLMENT MANAGEMENT 35.00 X 228142 0 37337 KEVIN RAILEY PROVOST 35.00 X 255021 0 59678 LINDA STEINKIRCHNER CFO AND VP FOR FINANCE 35.00 X 233778 0 33310 MATHA THORNTON VP STUDENT AFFAIRS & DOS 35.00 X 173845 0 15592 CHRISTOPHER BIEHN VP FOR INSTITUTIONAL ADVANCENT 35.00 X 96997 0 6384 CHRISTINE BIRNIE DEAN, SCHOOL OF PHARMACY 35.00 X 238078 0 20988 DIANNE COONEY MINER DIRECTOR GOLISANO INSTITUTE (FORMER) 35.00 X 189405 0 26354 ANN MARIE FALLON DEAN, SCHOOL OF A&S 35.00 X 170131 0 25759 CAROL WITTMEYER INTERIM DEAN, SCHOOL OF BUSINESS 35.00 X 167643 0 27115 MARILYN DOLLINGER ASSOCIATE DEAN - SCHOOL OF NURSING 35.00 X 155482 0 13588 TODD CAMENISCH PROFESSOR & CHAIR 35.00 X 165237 0 23762 DAVID MCCAFFREY ASST DEAN OF STUDENT AFFAI 35.00 X 160018 0 51851 RAMA YELKUR PROFESSOR 35.00 X 236769 0 54207 2915919 0 623368 105 0 1 0 JAY MARKETING & COMMUNICATIONS LLC 170 LINDEN OAKS ROCHESTER NY 14625 MARKETING 1073838 LECHASE CONSTRUCTION SERVICES 205 INDIGO CREEK DR ROCHESTER NY 14626 CONSTRUCTION 593134 NIXON PEABODY LLP 1300 CLINTON SQUARE ROCHESTER NY 14604 ATTORNEYS 562843 ELLUCIAN COMPANY LP 2003 EDMUND HALLEY DRIVE RESTON VA 20191 BANNER ERP INTEGRATED 364487 RUFFALO NOEL LEVITZ LLC 1025 KIRKWOOD PARKWAY SW CEDAR RAPIDS IA 52404 FINANCIAL AID-SCHOLARSHIP 206561 21 10124529 6581398 134071 16705927 TUITION & FEES 611600 126224280 126224280 FACILITIES RENTAL 532000 234028 234028 RESEARCH AND CONTRACT REVENUE 611600 201766 201766 AUXILIARY REVENUE 611600 117221 117221 5126 3878 1248 126782421 2954887 2954887 21353333 21312702 40631 40631 40631 22500 11984 10516 10516 MISCELLANEOUS REVENUE 532000 1521145 1521145 PARKING PERMITS/TICKETS 611600 190051 190051 OTHER REVENUE 900099 96245 86959 9286 1807441 148301823 128341422 13164 3241310 46274792 46274792 2533034 1368358 654016 510660 44107215 36550581 6254202 1302432 2855500 2157945 602818 94737 7237252 5437965 1567765 231522 3331243 2492242 726696 112305 523834 198 523636 96055 96055 272076 272076 3084578 1792103 1195065 97410 1023762 5442 1016970 1350 2456074 1188907 1225008 42159 3120396 867260 2033429 219707 2081266 1011802 1069464 457410 331486 125351 573 269980 256740 8652 4588 1609962 1219058 390904 9231565 4964188 4267377 745369 5559 739810 FOOD SERVICE 4489440 4110273 379167 SPECIAL PROGRAMS & OTHE 1179591 680101 413660 85830 REPAIRS & MAINTENANCE 1121177 507620 613557 MISCELLANEOUS 1027074 508315 498483 20276 81405 44471 36934 139210050 111775406 24711095 2723549 1774896 2048883 27355918 35598320 5532397 5961287 4198667 3204291 2319545 1639346 1397708 1298063 308236435 158022326 157399142 150214109 97206588 132348863 5494638 5598348 302679499 337911510 14786443 19393744 9074941 5679677 38038383 35160152 220638 3922664 3478165 66043069 63711738 X 188214154 213272945 48422276 60926827 236636430 274199772 302679499 337911510 9091773 28471569 0 X X 0 1 X 1 1 1 X 6232950 6608941 16183703 10152039 16705927 55883560 6232950 6608941 16183703 10152039 16705927 55883560 8361144 47522416 2160146 2514471 3161628 3369119 2954887 14160251 254850 254850 2811157 2493047 3290361 2183279 1807441 12585285 82883946 0.57340 0.58740 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 3630 0 0 3630 0 PART II-B, LINE 1: COLLEGE PERSONNEL UTILIZED TIME AND RESOURCES TO ADVOCATE FOR CERTAIN STATE LEGISLATIVE ACTIONS/BUDGETS AND BILLS THAT WOULD AFFECT NEW YORK STATE AID AND GRANTS THAT ARE CURRENTLY RECEIVED. X X 0 97879974 10004789 30760546 1231531 2857516 134556262 94839826 5687868 1163589 1266531 2544778 97879974 93780033 4325051 293476 1245247 2313487 94839826 83814334 4195863 8786622 1098515 1918271 93780033 73837475 3043772 8955594 1078143 985804 83772894 0.65460 0.17810 0.16730 0 0 5161963 5161963 204890745 82344580 122546165 16869619 7421119 9448500 70558370 59243918 11314452 10755738 9012709 1743029 150214109 US GOVERNMENT GRANTS REFUNDABLE 2035363 LIABILITY FOR CONDITIONAL ASSET RETIREMENT OBLIGATION 1442802 3478165 PART III, LINE 1A: ITEMS IN THE COLLEGE'S ART COLLECTION ARE HELD FOR PUBLIC EXHIBITION, EDUCATION, OR RESEARCH IN FURTHERANCE OF PUBLIC SERVICE AND ARE NOT CAPITALIZED. CONTRIBUTIONS OF COLLECTION ITEMS ARE NOT RECOGNIZED IN THE STATEMENT OF ACTIVITIES. ALL PROCEEDS FROM THE SALE OF COLLECTION ITEMS ARE USED TO ACQUIRE OTHER ITEMS FOR THE COLLECTION. PART III, LINE 4: ITEMS IN THE COLLEGE'S ART COLLECTION ARE HELD FOR PUBLIC EXHIBITION, EDUCATION, OR RESEARCH IN FURTHERANCE OF PUBLIC SERVICE. PART V, LINE 4: THE COLLEGE'S INTENDED USE FOR THEIR ENDOWMENT FUNDS IS TO PROVIDE INCOME FOR THE COLLEGE'S OPERATING EXPENSES, INCLUDING SCHOLARSHIPS AND GRANTS. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 6 THE COLLEGE RECEIVES FEDERAL AND STATE AID TO BE USED AS SCHOLARSHIPS AND FELLOWSHIPS FOR STUDENTS WHO MEET ELIGIBILITY QUALIFICATIONS. SCHOLARSHIP GOLF TOURNAMENT 22500 22500 10000 1984 0 22500 22500 10000 1984 11984 10516 1 SCHOLARSHIPS AND GRANTS 3521 37176831 TUITION WAIVERS 577 2153622 ROOM GRANTS 627 1940166 TUITION EXCHANGE 32 618367 RESIDENT ASSISTANT 51 533829 MAINTENANCE 93 1170176 HEERF STUDENT GRANTS 2213 2681801 PART I, LINE 2: A LIST OF SCHOLARSHIP AND FELLOWSHIP RECIPIENTS IS ON FILE AT ST. JOHN COLLEGE AND IS AVAILABLE UPON REQUEST. THE COLLEGE RUNS AN ACADEMIC PROGRESS REPORT EVERY YEAR TO DETERMINE EACH STUDENT'S AID ELIGIBILITY. ALTHOUGH THERE MAY BE RECIPIENTS WHO ARE RELATED TO PERSONS HAVING INTEREST IN THE INSTITUTION, SUCH RECIPIENTS ARE SELECTED ON AN EQUAL, OBJECTIVELY DETERMINABLE BASIS WITH OTHER RECIPIENTS. THAT IS, ALL STUDENTS RECEIVING SCHOLARSHIPS AND FELLOWSHIPS ARE JUDGED WORTHY ON THE BASIS OF ACADEMIC ACHIEVEMENT, FINANCIAL NEED, AND OTHER SIMILAR STANDARDS. X X X X X 1 1 X X X X 0 1 0 0 0 0 0 0 0 GERARD J ROONEY PHD PRESIDENT 435620 0 0 0 9753 0 34246 0 193197 0 672816 0 0 0 JOSE PERALES VP ENROLLMENT MANAGEMENT 212810 0 0 0 15332 0 17554 0 19783 0 265479 0 0 0 KEVIN RAILEY PROVOST 255021 0 0 0 0 0 19996 0 39682 0 314699 0 0 0 LINDA STEINKIRCHNER CFO AND VP FOR FINANCE 233778 0 0 0 0 0 19462 0 13848 0 267088 0 0 0 MATHA THORNTON VP STUDENT AFFAIRS & DOS 173845 0 0 0 0 0 13759 0 1833 0 189437 0 0 0 CHRISTINE BIRNIE DEAN, SCHOOL OF PHARMACY 238078 0 0 0 0 0 18806 0 2182 0 259066 0 0 0 DIANNE COONEY MINER DIRECTOR GOLISANO INSTITUTE (FORMER) 189405 0 0 0 0 0 15665 0 10689 0 215759 0 0 0 ANN MARIE FALLON DEAN, SCHOOL OF A&S 170131 0 0 0 0 0 14312 0 11447 0 195890 0 0 0 CAROL WITTMEYER INTERIM DEAN, SCHOOL OF BUSINESS 162843 0 0 0 4800 0 13852 0 13263 0 194758 0 0 0 MARILYN DOLLINGER ASSOCIATE DEAN - SCHOOL OF NURSING 155482 0 0 0 0 0 12082 0 1506 0 169070 0 0 0 TODD CAMENISCH PROFESSOR & CHAIR 165237 0 0 0 0 0 12224 0 11538 0 188999 0 0 0 DAVID MCCAFFREY ASST DEAN OF STUDENT AFFAI 160018 0 0 0 0 0 13608 0 38243 0 211869 0 0 0 RAMA YELKUR PROFESSOR 236769 0 0 0 0 0 17395 0 36812 0 290976 0 0 0 PART I, LINE 4B FORM 990, SCHEDULE J, PART I, LINE 4B DURING 2021, THE COLLEGE CONTRIBUTED 11,446 TO A 457(B) PLAN ON BEHALF OF PRESIDENT GERARD ROONEY. A MONROE COUNTY INDUSTRIAL DEVELOPMENT CORP 510188852 61075TAR9 2011-05-26 13712491 REFUND SERIES 2008 BONDS ISSUED NOV. 25, 2008 AND REISSUED OCT. 16, 2009. 0 0 0 B MONROE COUNTY INDUSTRIAL DEVELOPMENT CORP 510188852 61075TDS4 2012-06-01 26302067 REFUND 1999 SERIES ISSUED 6/29/99 AND REFUND 2001 SERIES ISSUED 6/21/01. 0 0 0 C MONROE COUNTY INDUSTRIAL DEVELOPMENT CORP 510188852 61075TKC1 2014-03-26 17863924 NEW ACADEMIC/ATHLETIC BUILDINGS AND DEFERRED MAINTENENCE ON EXISTING BUILDI 0 0 0 A 3705000 13712491 1070100 198225 12444166 2011 1 0 1 1 B 14605000 26302067 374193 25927873 2012 1 0 1 1 C 1695000 17872246 262745 17601179 2014 0 0 1 1 A 1 1 1 1 0 0.05800 0.05800 0 0 1 C 1 0 1 1 0 0.00000 0.00000 0 0 1 A 0 0 1 1 0 0 0 0 1 B 0 0 1 1 0 0 0 0 1 C 0 0 0 1 0 0 0 0 1 A 1 B 1 C 1 SCHEDULE K PART IV LINE 2C, COLUMN C MCIDC, SJFC SERIES 2014: THE CALCULATION FOR COMPUTING NO REBATE DUE WAS PERFORMED ON 3/26/2019 SCHEDULE K PART II LINE 3 COLUMN C PROCEEDS REPORTED ON LINE 3 INCLUDE INVESTMENT EARNINGS ON THE PROJECT FUND IN THE AMOUNT OF $8,322. BOARD MEMBERS AND OFFICERS 89500 MERIT BASED SCHOLARSHIP FERDINAND J SMITH BOARD OF TRUSTEES MEMBER 924108 ADVERTISING 0 X 13 134071 FAIR MARKET VALUE 0 0 1 0 FORM 990, PART VI, SECTION A, LINE 2 IN CONJUNCTION WITH THE COLLEGE'S ANNUAL CONFLICT OF INTEREST DISCLOSURE THE COLLEGE ASKS THE QUESTION "DO YOU HAVE A BUSINESS RELATIONSHIP WITH OTHER TRUSTEES ON THE BOARD?" FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS EXTENSIVELY REVIEWED BY THE AUDIT COMMITTEE AND POSTED ONTO THE INTRANET FOR BOARD OF TRUSTEE REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES OVERSEES AND ENFORCES COMPLIANCE WITH THE POLICY. FORM 990, PART VI, SECTION B, LINE 15 PRESIDENT AND CABINET MEMBERS: A THIRD PARTY CONSULTANT IS HIRED TO COLLECT COMPENSATION AND BENEFIT DATA FROM PEER INSTITUTIONS IDENTIFIED BY THE COLLEGE. THIS IS COORDINATED BY THE DIRECTOR OF HUMAN RESOURCES. THE EXECUTIVE COMPENSATION COMMITTEE REVIEWS THE AGGREGATE DATA AND TRENDS AND FORWARDS THEIR RECOMMENDATIONS TO THE EXECUTIVE COMMITTEE OF THE BOARD WHO MAKES THE FINAL APPROVAL OF SALARY AND BENEFIT ADJUSTMENTS. FORM 990, PART VI, SECTION C, LINE 19 ALL FORMS REQUESTED WILL BE MADE AVAILABLE AT THE ST. JOHN FISHER COLLEGE CONTROLLER'S OFFICE DURING NORMAL BUSINESS HOURS. IF FEASIBLE, SJFC MAY ALSO ELECT TO FULFILL THE REQUEST IN A PDF VERSION. SJFC PRIME CARE LLC 3690 EAST AVENUE ROCHESTER NY 14618 455594499 TO ADMINISTER GRANTS IN HEALTH-RELATED ACADEMIC PROGRAMS. NY 134660 139500 ST JOHN FISHER COLLEGE ST JOHN FISHER REAL ESTATE LLC 3690 EAST AVENUE ROCHESTER NY 14618 160746864 TO ASSUME TITLE AND CERTAIN PROPERTY FROM THE COLLEGE NY 0 0 ST JOHN FISHER COLLEGE