SAINT JOSEPHS UNIVERSITY: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SAINT JOSEPHS UNIVERSITY (EIN 23-1352674)
- Tax period
- 2019-06-01 to 2020-05-31
- Filed
- 2021-04-11
- IRS object ID
- 202121019349300307
- Schema version
- 2019v5.2
- 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 F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-04-11T14:26:19-05:00 | ReturnTs |
| Tax Period End | 2020-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 366055558 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 MARKET STREET SUITE 700 | AddressLine1Txt |
| City | PHILADEPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231352674 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAINT JOSEPH'S UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SAIN | BusinessNameControlTxt |
| Phone | 6106601000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5600 CITY AVENUE | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19131 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID R BEAUPRE | PersonNm |
| Person Title | VP FINANCE & ADMIN | PersonTitleTxt |
| Phone | 6106601320 | PhoneNum |
| Signature | 2021-04-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALYCIA SOLECKI | PreparerPersonNm |
| PTIN | P01272637 | PTIN |
| Phone | 2155614200 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARK C REED | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5600 CITY AVENUE | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19131 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $353,468,111 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SJU.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1851 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | AS PHILADELPHIA'S JESUIT CATHOLIC UNIVERSITY, SAINT JOSEPH'S PROVIDES A RIGOROUS, STUDENT-CENTERED EDUCATION ROOTED IN THE LIBERAL ARTS. WE PREPARE STUDENTS FOR PERSONAL EXCELLENCE, PROFESSIONAL SUCCESS, AND ENGAGED CITIZENSHIP. STRIVING TO BE AN INCLUSIVE AND DIVERSE COMMUNITY THAT EDUCATES AND CARES FOR THE WHOLE PERSON, WE ENCOURAGE AND MODEL LIFELONG COMMITMENT TO THINKING CRITICALLY, MAKING ETHICAL DECISIONS, PURSUING SOCIAL JUSTICE, AND FINDING GOD IN ALL THINGS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 38 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 36 | VotingMembersIndependentCnt |
| Total Employee | 3351 | TotalEmployeeCnt |
| Total Volunteers | 36 | TotalVolunteersCnt |
| Total Gross UBI | $991,776 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $14,355,488 | PYContributionsGrantsAmt |
| CY Contributions Grants | $24,315,435 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $289,527,352 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $279,956,087 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,729,440 | PYInvestmentIncomeAmt |
| CY Investment Income | $11,818,439 | CYInvestmentIncomeAmt |
| PY Other Revenue | $15,720,002 | PYOtherRevenueAmt |
| CY Other Revenue | $4,651,387 | CYOtherRevenueAmt |
| PY Total Revenue | $321,332,282 | PYTotalRevenueAmt |
| CY Total Revenue | $320,741,348 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $98,033,171 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $101,936,423 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $114,588,493 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $121,785,365 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $6,117,542 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $96,727,643 | PYOtherExpensesAmt |
| CY Other Expenses | $85,907,865 | CYOtherExpensesAmt |
| PY Total Expenses | $309,349,307 | PYTotalExpensesAmt |
| CY Total Expenses | $309,629,653 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $11,982,975 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $11,111,695 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $812,159,088 | TotalAssetsBOYAmt |
| Total Assets EOY | $802,912,001 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $261,800,754 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $250,781,703 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $550,358,334 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $552,130,298 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $278,233,691 | ExpenseAmt |
| Grant | $101,936,423 | GrantAmt |
| Revenue | $281,529,366 | RevenueAmt |
| Desc | SEE SCHEDULE O | Desc |
| Total Program Service Expenses | $278,233,691 | 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 | Yes (1) | 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 | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | 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 | Yes (1) | 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 | Yes (1) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | Yes (1) | 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 | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 288 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 3351 | 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 | Yes (1) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 38 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 36 | 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 | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | 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 | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DE | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | 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 | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TX | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | 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 | APRIL P LEE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6106601329 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5600 CITY AVENUE | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19131 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (52 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Key EmployeeKeyEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| PHILIP MARTELLI | ||||||||||
| FORMER MEN BASKETBALL COACH | 0.00 | 0.00 | Yes (X) | $1,628,677 | $0 | $35,896 | ||||
| MARK C REED | ||||||||||
| PRESIDENT | 40.00 | 0.00 | $676,625 | $0 | $72,006 | Yes (X) | Yes (X) | |||
| WILLIAM M LANGE | ||||||||||
| HEAD COACH, MBB | 40.00 | 0.00 | $568,975 | $0 | $15,605 | Yes (X) | ||||
| JOSEPH A DIANGELO | ||||||||||
| DEAN HSB | 40.00 | 0.00 | $415,187 | $0 | $45,318 | Yes (X) | ||||
| DAVID R BEAUPRE | ||||||||||
| VP FOR FINANCE & ADMINISTRATION | 40.00 | 0.00 | $332,544 | $0 | $60,835 | Yes (X) | ||||
| MARTIN FARRELL | ||||||||||
| AVP, ADVANCEMENT | 40.00 | 0.00 | $273,358 | $0 | $99,933 | Yes (X) | ||||
| JOSEPH KENDER | ||||||||||
| VP, UNIVERSITY RELATIONS | 40.00 | 0.00 | $315,674 | $0 | $43,433 | Yes (X) | ||||
| JILL BODENSTEINER | ||||||||||
| DIRECTOR OF ATHLETICS | 40.00 | 0.00 | $310,228 | $0 | $36,998 | Yes (X) | ||||
| CYNTHIA GRIFFIN | ||||||||||
| HEAD COACH, WBB | 40.00 | 0.00 | $270,236 | $0 | $64,557 | Yes (X) | ||||
| MARIANNE SCHIMELFENIG | ||||||||||
| GENERAL COUNSEL (END 2020) | 40.00 | 0.00 | $270,643 | $0 | $34,455 | Yes (X) | ||||
| CARY M ANDERSON | ||||||||||
| VP/ASSOC PROVOST | 40.00 | 0.00 | $237,486 | $0 | $39,443 | Yes (X) | ||||
| TIMOTHY A MCGURIMAN | ||||||||||
| ASSOC VP, ADMIN SERVICES | 40.00 | 0.00 | $204,608 | $0 | $34,071 | Yes (X) | ||||
| SHAILY MENON | ||||||||||
| DEAN CAS | 40.00 | 0.00 | $193,500 | $0 | $34,268 | Yes (X) | ||||
| CHERYL A MCCONNELL | ||||||||||
| PROVOST/VP FOR ACADEMIC AFFAIR | 40.00 | 0.00 | $182,784 | $0 | $18,070 | Yes (X) | ||||
| REV BRENDAN G LALLY SJ | ||||||||||
| TRUSTEE/PT CHAPLAIN | 5.00 | 0.00 | $5,384 | $0 | $0 | Yes (X) | ||||
| TRACEY S PACHMAN | ||||||||||
| GENERAL COUNSEL (START 2020) | 40.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| EDWARD W MONEYPENNY | ||||||||||
| CHAIR | 10.00 | 0.00 | $0 | $0 | $0 | Yes (X) | Yes (X) | |||
| ROBERT J BOWMAN | ||||||||||
| VICE CHAIR | 10.00 | 0.00 | $0 | $0 | $0 | Yes (X) | Yes (X) | |||
| MICHAEL A BANTOM | ||||||||||
| TRUSTEE | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| REV PHILIP L BOROUGHS SJ | ||||||||||
| TRUSTEE | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| REV GEORGE W BUR SJ | ||||||||||
| TRUSTEE | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| EILEEN K CARDILE | ||||||||||
| TRUSTEE | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| MARK A CASALE | ||||||||||
| TRUSTEE | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| MATTHEW P CLIFTON | ||||||||||
| TRUSTEE | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| GERALD J CORCORAN | ||||||||||
| TRUSTEE | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| MICHAEL P CURRAN | ||||||||||
| TRUSTEE | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| REV THOMAS B CURRAN SJ | ||||||||||
| TRUSTEE | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| MARLENE DOONER | ||||||||||
| TRUSTEE | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| BRIAN DUPERREAULT | ||||||||||
| TRUSTEE | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| DENNIS M DURKIN | ||||||||||
| TRUSTEE | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| TIMOTHY G FALLON | ||||||||||
| TRUSTEE | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| REV JAMES J FLEMING SJ | ||||||||||
| TRUSTEE | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| DANIEL P GALLAGHER | ||||||||||
| TRUSTEE | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| MICHAEL J HAGAN | ||||||||||
| TRUSTEE | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| WILLIAM A HARVEY ESQ | ||||||||||
| TRUSTEE | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| MARGARET K HONDROS | ||||||||||
| TRUSTEE | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| REV ALOYSIUS P KELLEY SJ | ||||||||||
| TRUSTEE | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| JOSEPH F KESSLER | ||||||||||
| TRUSTEE | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| PETER R KOWEY MD | ||||||||||
| TRUSTEE | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| TIMOTHY MAGUIRE | ||||||||||
| TRUSTEE | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| REV BRUCE MORRILL SJ | ||||||||||
| TRUSTEE | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| JAMES M NORRIS | ||||||||||
| TRUSTEE | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| SHARON A RAMSAY O BRIEN | ||||||||||
| TRUSTEE | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| MAUREEN A O CONNOR | ||||||||||
| TRUSTEE | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| LORI N PERUTO ESQ | ||||||||||
| TRUSTEE | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| SR MARY SCULLION RSM | ||||||||||
| TRUSTEE | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| REV JAMES M SHEA SJ | ||||||||||
| TRUSTEE | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| MICHAEL F SWANICK | ||||||||||
| TRUSTEE | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| SEAN S SWEENEY | ||||||||||
| TRUSTEE | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| REV JOHN W SWOPE SJ | ||||||||||
| TRUSTEE | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| RAYMOND G WASHINGTON JR MD | ||||||||||
| TRUSTEE | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| JOHN ZOOK | ||||||||||
| TRUSTEE | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $5,885,909 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $634,888 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 238 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | 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 |
|---|---|---|---|---|---|
| ARAMARK | |||||
| 2400 MARKET STREET | PHILADELPHIA | PA | 19103 | FOOD SERVICES | $7,702,513 |
| WILEY EDU LLC | |||||
| PO BOX 416571 | BOSTON | MA | 02241 | ONLINE COURSES | $5,495,177 |
| THE ARTHUR JACKSON COMPANY | |||||
| 7025 WEST CHESTER PIKE | UPPER DARBY | PA | 19082 | HOUSEKEEPING | $2,362,276 |
| ALLIED UNIVERSAL SECURITY SERVICES | |||||
| 3606 HORIZON DRIVE | KING OF PRUSIA | PA | 19406 | SECURITY SERVICES | $1,783,638 |
| MEDIA WORKS LTD | |||||
| 1425 CLARKVIEW ROAD SUITE 500 | BALTIMORE | MD | 21209 | MARKETING | $1,143,050 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 91 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $638,915 | FundraisingAmt |
| Related Organizations | $1,237,956 | RelatedOrganizationsAmt |
| Government Grants | $5,296,243 | GovernmentGrantsAmt |
| All Other Contributions | $17,142,321 | AllOtherContributionsAmt |
| Noncash Contributions | $831,552 | NoncashContributionsAmt |
| Total Contributions | $24,315,435 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| ACADEMIC SERV - TUITION | 611310 | $251,411,819 | $251,411,819 | |
| CAFETERIA & DORMIT | 531110 | $26,184,755 | $25,625,054 | $559,701 |
| ATHLETICS | 541800 | $2,359,513 | $2,087,107 | $272,406 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $279,956,087 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,092,765 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$51,177 | UnrelatedBusinessRevenueAmt |
| Exclusion | $11,143,942 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $839,073 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $55,652 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $783,421 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $783,421 | TotalRevenueColumnAmt |
| Exclusion | $783,421 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $32,612,502 | SecuritiesAmt |
| Other | $510,937 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $31,618,391 | SecuritiesAmt |
| Other | $779,374 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $994,111 | SecuritiesAmt |
| Other | -$268,437 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $725,674 | TotalRevenueColumnAmt |
| Exclusion | $725,674 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $149,850 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $638,915 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $273,346 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$123,496 | TotalRevenueColumnAmt |
| Exclusion | -$123,496 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| MISCELLANEOUS | 900099 | $1,798,903 | $1,798,903 | |
| EXPENSE REIMBURSEMENT | 900099 | $818,640 | $818,640 | |
| STUDENT HEALTH INSURANCE | 900099 | $594,852 | $594,852 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $779,067 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $11,631 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $210,846 | UnrelatedBusinessRevenueAmt |
| Exclusion | $556,590 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $3,991,462 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $320,741,348 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $281,529,366 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $991,776 | UnrelatedBusinessRevenueAmt |
| Exclusion | $13,904,771 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,936,423 | TotalAmt |
| Program Services | $101,936,423 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,703,097 | TotalAmt |
| Program Services | $2,221,858 | ProgramServicesAmt |
| Management And General | $1,481,239 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,297,422 | TotalAmt |
| Program Services | $77,602,809 | ProgramServicesAmt |
| Management And General | $10,398,742 | ManagementAndGeneralAmt |
| Fundraising | $3,295,871 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,447,959 | TotalAmt |
| Program Services | $5,480,765 | ProgramServicesAmt |
| Management And General | $645,078 | ManagementAndGeneralAmt |
| Fundraising | $322,116 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,942,013 | TotalAmt |
| Program Services | $11,850,711 | ProgramServicesAmt |
| Management And General | $1,637,848 | ManagementAndGeneralAmt |
| Fundraising | $453,454 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,394,874 | TotalAmt |
| Program Services | $5,435,643 | ProgramServicesAmt |
| Management And General | $707,097 | ManagementAndGeneralAmt |
| Fundraising | $252,134 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $856,473 | TotalAmt |
| Program Services | $728,002 | ProgramServicesAmt |
| Management And General | $128,471 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $224,569 | TotalAmt |
| Program Services | $224,569 | ProgramServicesAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $204,706 | TotalAmt |
| Program Services | $204,706 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,088,754 | TotalAmt |
| Program Services | $6,875,441 | ProgramServicesAmt |
| Management And General | $619,821 | ManagementAndGeneralAmt |
| Fundraising | $593,492 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,397,491 | TotalAmt |
| Program Services | $1,393,078 | ProgramServicesAmt |
| Fundraising | $4,413 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,135,128 | TotalAmt |
| Program Services | $964,859 | ProgramServicesAmt |
| Management And General | $150,949 | ManagementAndGeneralAmt |
| Fundraising | $19,320 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,219,388 | TotalAmt |
| Program Services | $1,886,480 | ProgramServicesAmt |
| Management And General | $331,048 | ManagementAndGeneralAmt |
| Fundraising | $1,860 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,342,018 | TotalAmt |
| Program Services | $9,640,715 | ProgramServicesAmt |
| Management And General | $1,701,303 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,011,358 | TotalAmt |
| Program Services | $1,709,654 | ProgramServicesAmt |
| Management And General | $250,783 | ManagementAndGeneralAmt |
| Fundraising | $50,921 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,982,973 | TotalAmt |
| Program Services | $1,685,527 | ProgramServicesAmt |
| Management And General | $251,999 | ManagementAndGeneralAmt |
| Fundraising | $45,447 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,319,183 | TotalAmt |
| Program Services | $6,221,306 | ProgramServicesAmt |
| Management And General | $1,089,605 | ManagementAndGeneralAmt |
| Fundraising | $8,272 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,330,107 | TotalAmt |
| Program Services | $14,730,591 | ProgramServicesAmt |
| Management And General | $2,599,516 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,341,324 | TotalAmt |
| Program Services | $1,990,125 | ProgramServicesAmt |
| Management And General | $351,199 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| ALL OTHER EXPENSES | $11,105,662 | $8,627,859 | $1,522,563 | $955,240 |
| FOOD | $8,298,728 | $7,053,919 | $1,137,244 | $107,565 |
| ONLINE COURSE EXPENSE | $5,324,401 | $5,324,401 | ||
| STUDY ABROAD | $2,849,923 | $2,849,923 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,875,679 | TotalAmt |
| Program Services | $1,594,327 | ProgramServicesAmt |
| Management And General | $273,915 | ManagementAndGeneralAmt |
| Fundraising | $7,437 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $309,629,653 | TotalAmt |
| Program Services | $278,233,691 | ProgramServicesAmt |
| Management And General | $25,278,420 | ManagementAndGeneralAmt |
| Fundraising | $6,117,542 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,352,309 | BOYAmt |
| EOY | $87,471,161 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,195,556 | BOYAmt |
| EOY | $8,179,633 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,913,263 | BOYAmt |
| EOY | $10,084,524 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,366,889 | BOYAmt |
| EOY | $2,230,645 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,548,300 | BOYAmt |
| EOY | $3,569,344 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $646,248,359 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $250,829,292 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $399,716,144 | BOYAmt |
| EOY | $395,419,067 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $204,728,959 | BOYAmt |
| EOY | $215,100,036 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $90,751,069 | BOYAmt |
| EOY | $80,002,601 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,586,599 | BOYAmt |
| EOY | $854,990 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $812,159,088 | BOYAmt |
| EOY | $802,912,001 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,744,585 | BOYAmt |
| EOY | $21,861,555 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,563,436 | BOYAmt |
| EOY | $14,733,431 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $218,448,957 | BOYAmt |
| EOY | $213,390,020 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,043,776 | BOYAmt |
| EOY | $796,697 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $261,800,754 | BOYAmt |
| EOY | $250,781,703 | 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 | $396,455,868 | BOYAmt |
| EOY | $383,454,001 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $153,902,466 | BOYAmt |
| EOY | $168,676,297 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $550,358,334 | BOYAmt |
| EOY | $552,130,298 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $812,159,088 | BOYAmt |
| EOY | $802,912,001 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $11,111,695 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$10,176,918 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $837,187 | 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| 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 |
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 | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | Yes (1) | GrantsOtherOrganizationsInd |
| Grants Other Organizations | $204,706 | GrantsOtherOrganizationsAmt |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $204,706 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1F | FormAndLineReferenceDesc |
| Explanation | SAINT JOSEPH'S UNIVERSITY ENGAGED CONSULTANTS TO PROVIDE LEGISLATIVE ADVOCACY SERVICES GERMANE TO THE UNIVERSITY'S MISSION. | ExplanationTxt |
Schedule D IRS990ScheduleD
Held Works Art HeldWorksArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $1,645,002 | 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 |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $294,286,967 | BeginningYearBalanceAmt |
| Contributions | $8,643,493 | ContributionsAmt |
| Investment Earnings Or Losses | $846,136 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $9,973,323 | OtherExpendituresAmt |
| End Year Balance | $293,803,273 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $280,330,988 | BeginningYearBalanceAmt |
| Contributions | $18,120,438 | ContributionsAmt |
| Investment Earnings Or Losses | $4,724,492 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $8,888,951 | OtherExpendituresAmt |
| End Year Balance | $294,286,967 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $234,094,481 | BeginningYearBalanceAmt |
| Contributions | $33,243,435 | ContributionsAmt |
| Investment Earnings Or Losses | $21,365,447 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $8,372,375 | OtherExpendituresAmt |
| End Year Balance | $280,330,988 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $202,181,466 | BeginningYearBalanceAmt |
| Contributions | $17,538,295 | ContributionsAmt |
| Investment Earnings Or Losses | $22,620,820 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $8,246,100 | OtherExpendituresAmt |
| End Year Balance | $234,094,481 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $215,905,363 | BeginningYearBalanceAmt |
| Contributions | $2,679,460 | ContributionsAmt |
| Investment Earnings Or Losses | -$8,976,207 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,640,150 | OtherExpendituresAmt |
| End Year Balance | $201,968,466 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.51970 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.30880 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.17150 | 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 | $36,317,968 | OtherCostOrOtherBasisAmt |
| Book Value | $36,317,968 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $505,939,319 | OtherCostOrOtherBasisAmt |
| Depreciation | $185,196,551 | DepreciationAmt |
| Book Value | $320,742,768 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,479,804 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,474,620 | DepreciationAmt |
| Book Value | $5,184 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $65,496,894 | OtherCostOrOtherBasisAmt |
| Depreciation | $46,838,824 | DepreciationAmt |
| Book Value | $18,658,070 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $37,014,374 | OtherCostOrOtherBasisAmt |
| Depreciation | $17,319,297 | DepreciationAmt |
| Book Value | $19,695,077 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $395,419,067 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| HEDGED CAPITAL | $42,624,462 | F |
| PRIVATE EQUITY | $14,364,970 | F |
| REAL ESTATE | $23,013,169 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $80,002,601 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| STUDENT AND OTHER DEPOSITS | $793,904 |
| REFUNDABLE GOVERNMENT LOAN FU | $2,793 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $796,697 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $212,119,343 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$10,176,919 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $1,578,838 | OtherRevenueAmt |
| Revenue Not Reported | -$8,598,081 | RevenueNotReportedAmt |
| Revenue Subtotal | $220,717,424 | RevenueSubtotalAmt |
| Other Revenues Not Included | $100,023,924 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $100,023,924 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $320,741,348 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $210,347,380 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $741,651 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $741,651 | ExpensesNotReportedAmt |
| Expenses Subtotal | $209,605,729 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $100,023,924 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $100,023,924 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $309,629,653 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | THE UNIVERSITY'S ART COLLECTIONS, INCLUDING PAINTINGS AND STATUES, SUPPORT THE UNIVERSITY'S MISSION IN TEACHING AND RESEARCH WHILE PROMOTING AN APPRECIATION, UNDERSTANDING, AND ENJOYMENT OF THE VISUAL ARTS FOR THE UNIVERSITY COMMUNITY AND ITS VARIOUS CONSTITUENCIES. |
| PART V, LINE 4: | THE UNIVERSITY'S ENDOWMENT IS USED TO PROVIDE SCHOLARSHIPS, SUPPORT PROGRAMS, FACULTY CHAIRS, TECHNOLOGY AND FOR INDIVIDUAL COLLEGE AND UNIVERSITY SUPPORT. |
| PART X, LINE 2: | THE UNIVERSITY HAS BEEN GRANTED TAX-EXEMPT STATUS AS A NONPROFIT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND, ACCORDINGLY, FILES FEDERAL TAX FORM 990 (RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX) ANNUALLY. NO PROVISION FOR INCOME TAXES IS REQUIRED IN THE UNIVERSITY'S CONSOLIDATED FINANCIAL STATEMENTS. THE UNIVERSITY FILES U.S. FEDERAL, STATE AND LOCAL INFORMATION RETURNS AND NO RETURNS ARE CURRENTLY UNDER EXAMINATION. THE STATUTE OF LIMITATIONS ON THE UNIVERSITY'S U.S. FEDERAL INFORMATION RETURNS REMAINS OPEN FOR THREE YEARS FOLLOWING THE YEAR THEY ARE FILED. U.S. GAAP REQUIRES THAT A TAX POSITION BE RECOGNIZED OR DERECOGNIZED BASED ON A "MORE LIKELY THAN NOT" THRESHOLD. THIS APPLIES TO POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE UNIVERSITY DOES NOT BELIEVE ITS CONSOLIDATED FINANCIAL STATEMENTS INCLUDE ANY UNCERTAIN TAX POSITIONS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FUND RAISING EXPENSES 273,346. RENTAL EXPENSES 55,652. DEVTN 412,653. INTEREST RATE SWAP 837,187. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIPS 100,023,924. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUND RAISING EXPENSES 273,346. RENTAL EXPENSES 55,652. DEVTN 412,653. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIPS 100,023,924. |
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 | THE NON-DISCRIMINATION POLICY IS POSTED ON THE UNIVERSITY'S WEBSITE ALL YEAR AND IS PRESENTED IN RECRUITING MATERIALS DURING THE PERIOD OF SOLICITATION FOR SUDENTS AND DURING REGISTRATION PERIODS. |
| SCHEDULE E, PART I, LINE 6 | SAINT JOSEPH'S UNIVERSITY PARTICIPATED IN THE FOLLOWING PROGRAMS: FEDERAL PELL GRANT, PERKINS STUDENT LOAN PROGRAM, SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANT, COLLEGE WORK STUDY, STAFFORDS STUDENT LOAN PROGRAM, PARENT LOANS FOR UNDERGRADUATE STUDENTS AND DEPARTMENT OF HEALTH AND HUMAN SERVICES, INSTITUTIONAL ASSISTANCE GRANT PROGRAM OF THE PENNSYLVANIA HIGHER EDUCATION ASSISTANCE AGENCY AND PASSPORT PROGRAM. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN | RegionTxt |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $853,130 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $853,130 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $853,130 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III ACCOUNTING METHOD: | FormAndLineReferenceDesc |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | RMI AWARD DINNER | Event1Nm |
| Gross Receipts Event1 | $469,600 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $415,650 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $53,950 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $70,990 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $5,885 | OtherDirectExpensesEvent1Amt |
| Event2 | PRESIDENT CUP | Event2Nm |
| Gross Receipts Event2 | $138,000 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $98,250 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $39,750 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $36,475 | RentFacilityCostsEvent2Amt |
| Other Direct Expenses Event2 | $1,773 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $181,165 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $125,015 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $56,150 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $73,705 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $16,234 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $68,284 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $788,765 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $638,915 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $149,850 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $110,180 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $87,224 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $75,942 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $273,346 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$123,496 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| SCHOLARSHIPS | 5506 | $100,065,554 |
| GRADUATE ASSISTANT COURSES | 71 | $838,391 |
| RESIDENT ASSISTANT ROOMS | 70 | $658,774 |
| RESIDENT ASSISTANT BOARD | 69 | $373,704 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | ANY STUDENT THAT SUBMITS A COMPLETED APPLICATION FOR FULL-TIME UNDERGRADUATE ADMISSION TO SAINT JOSEPH'S UNIVERSITY IS AUTOMATICALLY CONSIDERED FOR MERIT-BASED SCHOLARSHIPS, WITH THE EXCEPTION OF A SELECT GROUP OF SCHOLARSHIPS THAT REQUIRE A SEPARATE SCHOLARSHIP APPLICATION. ADDITIONALLY, ANY PROSPECTIVE UNDERGRADUATE STUDENT THAT SUBMITS A FAFSA (FREE APPLICATION FOR FEDERAL STUDENT AID) AND MEETS THE REQUIREMENTS TO RECEIVE FEDERAL AID, IS AUTOMATICALLY CONSIDERED FOR ALL AVAILABLE FORMS OF FEDERAL AND STATE AID, AS WELL AS UNIVERSITY NEED-BASED GRANT AID. MATRICULATING GRADUATE STUDENTS THAT SUBMIT THE FAFSA AND MEET THE REQUIREMENTS TO RECEIVE FEDERAL AID ARE ALSO CONSIDERED FOR AVAILABLE FEDERAL LOANS FOR WHICH THEY QUALIFY. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| 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 |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | 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 | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (14 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PHILIP MARTELLI | ||||||||||||||
| FORMER MEN BASKETBALL COACH | $380,453 | $0 | $242,771 | $0 | $1,005,453 | $0 | $28,000 | $0 | $7,896 | $0 | $1,664,573 | $0 | $0 | $0 |
| MARK C REED | ||||||||||||||
| PRESIDENT | $501,410 | $0 | $66,820 | $0 | $108,395 | $0 | $51,199 | $0 | $20,807 | $0 | $748,631 | $0 | $0 | $0 |
| WILLIAM M LANGE | ||||||||||||||
| HEAD COACH, MBB | $559,975 | $0 | $0 | $0 | $9,000 | $0 | $0 | $0 | $15,605 | $0 | $584,580 | $0 | $0 | $0 |
| JOSEPH A DIANGELO | ||||||||||||||
| DEAN HSB | $398,249 | $0 | $4,016 | $0 | $12,922 | $0 | $28,000 | $0 | $17,318 | $0 | $460,505 | $0 | $0 | $0 |
| DAVID R BEAUPRE | ||||||||||||||
| VP FOR FINANCE & ADMINISTRATION | $325,218 | $0 | $3,304 | $0 | $4,022 | $0 | $28,000 | $0 | $32,835 | $0 | $393,379 | $0 | $0 | $0 |
| MARTIN FARRELL | ||||||||||||||
| AVP, ADVANCEMENT | $268,984 | $0 | $2,665 | $0 | $1,709 | $0 | $27,165 | $0 | $72,768 | $0 | $373,291 | $0 | $0 | $0 |
| JOSEPH KENDER | ||||||||||||||
| VP, UNIVERSITY RELATIONS | $310,490 | $0 | $3,144 | $0 | $2,040 | $0 | $28,000 | $0 | $15,433 | $0 | $359,107 | $0 | $0 | $0 |
| JILL BODENSTEINER | ||||||||||||||
| DIRECTOR OF ATHLETICS | $298,828 | $0 | $3,000 | $0 | $8,400 | $0 | $28,000 | $0 | $8,998 | $0 | $347,226 | $0 | $0 | $0 |
| CYNTHIA GRIFFIN | ||||||||||||||
| HEAD COACH, WBB | $233,144 | $0 | $30,000 | $0 | $7,092 | $0 | $63,398 | $0 | $1,159 | $0 | $334,793 | $0 | $0 | $0 |
| MARIANNE SCHIMELFENIG | ||||||||||||||
| GENERAL COUNSEL (END 2020) | $261,897 | $0 | $2,622 | $0 | $6,124 | $0 | $26,601 | $0 | $7,854 | $0 | $305,098 | $0 | $0 | $0 |
| CARY M ANDERSON | ||||||||||||||
| VP/ASSOC PROVOST | $232,378 | $0 | $2,338 | $0 | $2,770 | $0 | $23,719 | $0 | $15,724 | $0 | $276,929 | $0 | $0 | $0 |
| TIMOTHY A MCGURIMAN | ||||||||||||||
| ASSOC VP, ADMIN SERVICES | $201,295 | $0 | $2,039 | $0 | $1,274 | $0 | $20,677 | $0 | $13,394 | $0 | $238,679 | $0 | $0 | $0 |
| SHAILY MENON | ||||||||||||||
| DEAN CAS | $191,500 | $0 | $2,000 | $0 | $0 | $0 | $20,296 | $0 | $13,972 | $0 | $227,768 | $0 | $0 | $0 |
| CHERYL A MCCONNELL | ||||||||||||||
| PROVOST/VP FOR ACADEMIC AFFAIR | $162,784 | $0 | $20,000 | $0 | $0 | $0 | $13,865 | $0 | $4,205 | $0 | $200,854 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | AS PER SCHEDULE J, PARTS I & II, CERTAIN EMPLOYEES RECEIVED HOUSING ALLOWANCE, TRAVEL FOR COMPANION, FIRST CLASS OR CHARTER TRAVEL, CLUB MEMBERSHIP, TAXED AS REQUIRED, PART OF CONTRACTUAL AGREEMENT OR JOB RESPONSIBILITY. |
| PART I, LINES 4A-B | SCHEDULE J, PART I, LINE 4A A FORMER HIGHEST COMPENSATED EMPLOYEE RECEIVED A SEVERANCE PAYMENT IN THE AMOUNT OF $1,000,000. SCHEDULE J, PART I, LINE 4B THE PRESIDENT RECEIVED A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN IN THE AMOUNT OF $23,199. |
| PART I, LINE 7 | SCHEDULE J, PART I, LINE 7 IN MAY 2019, THE UNIVERSITY ISSUED A ONE-TIME DISCRETIONARY PAYMENT TO ALL FULL-TIME FACULTY AND ALL STAFF AND ADMINISTRATORS WHO WERE NOT COVERED BY CONTRACTS OR AGREEMENTS. THIS ONE-TIME PAYMENT WAS EQUAL TO 1% OF EACH ELIGIBLE EMPLOYEE'S ANNUALIZED REGULAR SALARY. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| 2010 PA HIGHER EDUCATION FACILITIES AUTHORITY | ||||||||
| A | 232243852 | 70917RL94 | 2010-01-10 | $162,637,233 | 2010 PA HIGHER EDUCATION FACILITIES | 0 | 0 | 0 |
| 2013 PA HIGHER EDUCATION FACILITIES AUTHORITY | ||||||||
| B | 232243852 | 70917SGZO | 2013-08-16 | $27,828,963 | CURRENT REFUNDING OF VARIOUS ISSUES | Yes (1) | 0 | 0 |
| 2015 PA HIGHER EDUCATION FACILITIES AUTHORITY | ||||||||
| C | 232243852 | 2015-04-30 | $74,390,858 | CURRENT REFUNDING OF VARIOUS ISSUES | Yes (1) | 0 | 0 | |
| 2016 PA HIGHER EDUCATION FACILITIES AUTHORITY | ||||||||
| D | 232243852 | 2016-07-29 | $21,820,000 | ASSUMPTION OF DEBT FROM REVERSION | Yes (1) | 0 | 0 | |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 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 | Bond DefeasedBondDefeasedAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $46,773,933 | $162,813,933 | $929,551 | $42,072,115 | $119,895,000 | 2013 | Yes (1) | 0 | Yes (1) | Yes (1) | |
| B | $15,111,751 | $27,828,963 | $372,929 | $5,004,192 | $22,456,029 | 2015 | Yes (1) | 0 | Yes (1) | Yes (1) | $12,717,212 |
| C | $9,247,822 | $74,390,858 | $266,661 | $74,124,197 | 2015 | Yes (1) | 0 | Yes (1) | Yes (1) | $65,143,036 | |
| D | $4,248,796 | $21,820,000 | $133,274 | $21,686,726 | 2016 | 0 | 0 | Yes (1) | Yes (1) | $17,571,204 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| C | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| D | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 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 | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| C | 0 | 0 | Yes (1) | 0 | Yes (1) | 0 | 0 | 0 | Yes (1) |
| D | 0 | 0 | Yes (1) | 0 | Yes (1) | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
| D | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE K, PART IV, COLUMN A, LINE 2C: | FormAndLineReferenceDesc |
| Explanation | THE REBATE COMPUTATION WAS PERFORMED ON 2/27/2013. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 2020 PHILADELPHIA AUTHORITY OF INDUSTRIAL DEVELOPMENT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 300598934 | BondIssuerEIN |
| CUSIP | 71780TADS | CUSIPNum |
| Bond Issued | 2020-03-18 | BondIssuedDt |
| Issue Price | $83,661,284 | IssuePriceAmt |
| Purpose | CURRENT REFUNDING OF VARIOUS ISSUES | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $97,105,631 | TotalProceedsAmt |
| In Reserve Fund | $150,852 | InReserveFundAmt |
| Refunding Escrow | $13,301,360 | RefundingEscrowAmt |
| Issuance Costs From Proceeds | $441,575 | IssuanceCostsFromProceedsAmt |
| Other Spent Proceeds | $83,211,844 | OtherSpentProceedsAmt |
| Substantial Completion | 2020 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | Yes (1) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | Yes (1) | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | Yes (1) | RebateNotDueYetInd |
| Exception To Rebate | Yes (1) | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash Grant | $81,895 | CashGrantAmt |
| Type Of Assistance | TUITION ASSISTANT | TypeOfAssistanceTxt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FAMILY MEMBER | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | FAMILY MEMBER OF M. SWANICK | RelationshipDescriptionTxt |
| Transaction | $40,387 | TransactionAmt |
| Transaction | EMPLOYEE | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 35 | ContributionCnt |
| Noncash Contributions Rpt F990 | $831,552 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VII, SECTION A | AS PHILADELPHIA'S JESUIT CATHOLIC UNIVERSITY, SAINT JOSEPH'S PROVIDES A RIGOROUS, STUDENT-CENTERED EDUCATION ROOTED IN THE LIBERAL ARTS. WE PREPARE STUDENTS FOR PERSONAL EXCELLENCE, PROFESSIONAL SUCCESS, AND ENGAGED CITIZENSHIP. STRIVING TO BE AN INCLUSIVE AND DIVERSE COMMUNITY THAT EDUCATES AND CARES FOR THE WHOLE PERSON, WE ENCOURAGE AND MODEL LIFELONG COMMITMENT TO THINKING CRITICALLY, MAKING ETHICAL DECISIONS, PURSUING SOCIAL JUSTICE, AND FINDING GOD IN ALL THINGS. |
| FORM 990, PART III, LINE 1, MISSION | AS PHILADELPHIA'S JESUIT CATHOLIC UNIVERSITY, SAINT JOSEPH'S PROVIDES A RIGOROUS, STUDENT-CENTERED EDUCATION ROOTED IN THE LIBERAL ARTS. WE PREPARE STUDENTS FOR PERSONAL EXCELLENCE, PROFESSIONAL SUCCESS, AND ENGAGED CITIZENSHIP. STRIVING TO BE AN INCLUSIVE AND DIVERSE COMMUNITY THAT EDUCATES AND CARES FOR THE WHOLE PERSON, WE ENCOURAGE AND MODEL LIFELONG COMMITMENT TO THINKING CRITICALLY, MAKING ETHICAL DECISIONS, PURSUING SOCIAL JUSTICE, AND FINDING GOD IN ALL THINGS. |
| FORM 990, PART III, LINE 4A, PROGRAM SERVICE ACCOMPLISHMENTS | FOR OVER 165 YEARS, SAINT JOSEPH'S UNIVERSITY HAS BEEN ENGAGING MEN AND WOMEN IN A RIGOROUS JESUIT EDUCATION THAT EMPOWERS THEM TO BECOME LEADERS IN THEIR INDUSTRIES AND COMMUNITIES. AN EXPANSIVE LIBERAL ARTS CURRICULUM THAT SERVES AS A FOUNDATION FOR ALL STUDENTS, COMBINED WITH PROGRAMS TAILORED TO MEET THE NEEDS OF COMPLEX AND EVOLVING FIELDS PREPARE STUDENTS FOR ALL OF THEIR POST-GRADUATE PURSUITS. SAINT JOSEPH'S STUDENTS ARE INSPIRED TO DEVELOP TO THE FULLEST EVERY FACET OF THEIR INTELLECTUAL POTENTIAL. OUR FACULTY AND ACADEMIC PROGRAMS CONTINUALLY SET HIGHER EDUCATIONAL STANDARDS, RAISING THE CALIBER OF OUR GRADUATES AND GROWING OUR NATIONAL REPUTATION. IN A COMPETITIVE WORLD, THE DETERMINATION TO MAXIMIZE ONE'S ABILITIES, THE CONFIDENCE TO INNOVATE, AND THE COMMITMENT TO LEAD WITH INTEGRITY SET SJU GRADUATES APART. SAINT JOSEPH UNIVERSITY IS HOME TO 4,540 TRADITIONAL UNDERGRADUATES, 243 UNDERGRADUATE ADULT STUDENTS, AND 2,579 GRADUATE AND DOCTORAL STUDENTS. THE UNIVERSITY STRIVES TO BE RECOGNIZED AS THE PREEMINENT CATHOLIC COMPREHENSIVE UNIVERSITY IN THE NORTHEAST. SAINT JOSEPH'S OFFERS A WIDE ARRAY OF ACADEMIC PROGRAMS THROUGH THE COLLEGE OF ARTS AND SCIENCES, THE ERIVAN K. HAUB SCHOOL OF BUSINESS, AND THE SCHOOL OF HEALTH STUDIES AND EDUCATION. THESE INCLUDE MORE THAN 55 UNDERGRADUATE MAJORS, 20 GRADUATE PROGRAMS, ONE DOCTORATE PROGRAM, 30 STUDY-ABROAD PROGRAMS, 12 STUDY TOUR PROGRAMS, A CO-OP PROGRAM, AND ACADEMIC COLLABORATIONS WITH OTHER TOP-FLIGHT LOCAL, NATIONAL AND INTERNATIONAL INSTITUTIONS INCLUDING THOMAS JEFFERSON UNIVERSITY. |
| FORM 990, PART VI, SECTION B, LINE 11B | FOLLOWING REVIEW BY MANAGEMENT, GENERAL COUNSEL (SCHEDULE O), AND APPROVAL BY THE FINANCE & AUDIT COMMITTEE OF THE BOARD OF TRUSTEES, THE FORM 990 IS PROVIDED TO THE FULL BOARD PRIOR TO FILING FOR TRUSTEE S REVIEW, COMMENT, INPUT, AND QUESTIONS, IF ANY. IN ADDITION, THE EXECUTIVE COMMITTEE OF THE BOARD HAS REVIEWED, SEPARATELY, SCHEDULE J PRIOR TO ITS FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | SJU HAS A BUSINESS CONDUCT AND CONFLICT OF INTEREST POLICY ('POLICY'), AS AMENDED FROM TIME TO TIME, WHICH SETS FORTH SJU'S POLICIES AND PROCEDURES REGARDING MANAGING, REDUCING OR ELIMINATING CONFLICTS OF INTEREST AS DEFINED IN THE POLICY. THE POLICY APPLIES TO BOARD MEMBERS AND ALL EMPLOYEES, INCLUDING OFFICERS, FACULTY AND KEY EMPLOYESS ('COVERED PERSONS'). COVERED PERSONS ANNUALLY RECEIVE A COPY OF THE POLICY AND A CONFLICT OF INTEREST DISCLOSURE STATEMENT ('STATEMENT') FOR COMPLETION INCUDING, IN PARTICULAR, DISCLOSURE OF FINANCIAL INTERESTS OR OTHER REPORTABLE CIRCUMSTANCES OR RELATIONSHIPS, INCLUDING THE COVERED PERSON'S RELATED PARTIES, AS DESCRIBED IN THE POLICY THE STATEMENT OF TRUSTEES AND THE PRESIDENT SHALL BE DIRECTED TO THE CHAIRPERSON OF THE FINANCE & AUDIT COMMITTEE AND REVIEWED AND MAINTAINED BY THE OFFICE OF GENERAL COUNSEL, WHICH SHALL PROVIDE A SUMMARY OF THE DISCLOSED CONFLICTS OF INTEREST TO THE FINANCE & AUDIT COMMITTEE WITH GENERAL COUNSEL'S RECOMMENDATIONS, IF ANY, AND SUCH SUMMARY AND RECOMMENDATIONS, ALONG WITH THE COMMITTEE'S COMMENTS, SHALL BE PROVIDED BY THE CHAIRPERSON OF THE FINANCE & AUDIT COMMITTEE, ON BEHALF OF THE COMMITTEE, TO THE CHAIRPERSON OF THE BOARD FOR PRESENTATION TO THE EXECUTIVE COMMITTEE OF THE BOARD, AND THE FULL BOARD AS APPROPRIATE. THE STATEMENT OF ALL OTHER OFFICERS (VICE PRESIDENTS, CORPORATE SECRETARY AND TREASURER), FACULTY, KEY EMPLOYEES AND EMPLOYEES SHALL BE DIRECTED TO, THEN REVIEWED AND MAINTAINED BY THE GENERAL COUNSEL, WITH A SUMMARY OF ALL DISCLOSED CONFLICTS OF INTEREST PROVIDED TO THE CHAIRPERSON OF THE FINANCE & AUDIT COMMITTEE, THE PRESIDENT AND TO THE CHAIRPERSON OF THE BOARD FOR PRESENTATION, AS APPROPRIATE, TO EITHER THE EXECUTIVE COMMITTEE OF THE BOARD, OR TO THE FULL BOARD. COPIES OF THE STATEMENTS OF THE TRUSTEES SHALL BE MAINTAINED BY THE OFFICE OF THE GENERAL COUNSEL AS PART OF THE UNIVERSITY'S CORPORATE BOOKS AND RECORDS. A COPY OF THE STATEMENTS OF OFFICERS, FACULTY, KEY EMPLOYEES AND EMPLOYEES SHALL ALSO BE MAINTAINED IN THE COVERED PERSON'S PERSONNEL FILE AND MADE AVAILABLE FOR REVIEW BY GENERAL COUNSEL AND THE FINANCE & AUDIT COMMITTEE, WITH FOLLOW-UP AS NEEDED. INFORMATION DISCLOSED BY COVERED PERSONS SHALL BE HELD IN CONFIDENCE AND ONLY AVAILABLE TO THOSE OFFICERS OF THE UNIVERSITY WITH A BUSINESS NEED TO KNOW SUCH INFORMATION, AND WHEN THE BEST INTEREST OF THE UNIVERSITY WOULD BE SERVED, AND SHALL BE DISCLOSED TO AND/OR AVAILABLE TO THE BOARD OF TRUSTEES, UPON REQUEST OR WHEN DEEMED REQUIRED OR APPROPRIATE BY THE PRESIDENT, CHAIR OF THE FINANCE & AUDIT COMMITTEE OR TREASURER/VP FOR FINANCE AND ADMINISTRATIVE SERVICES, IN CONSULTATION WITH THE GENERAL COUNSEL. THE POLICY CONTAINS A CONTINUING AFFIRMATIVE OBLIGATION TO DISCLOSE FINANCIAL INTERESTS OR OTHER REPORTABLE CIRCUMSTANCES OR RELATIONSHIPS, WHICH MAY RISE TO THE LEVEL OF AN ACTUAL OR APPARENT CONFLICT AND PROVIDES PROCEDURES FOR THE BOARD OR RELEVANT BOARD COMMITTEE TO MANAGE, REDUCE OR ELIMINATE THE CONFLICT OF INTEREST. DISCUSSIONS AND PROCEEDINGS WHERE A CONFLICT IS DISCLOSED ARE DOCUMENTED IN THE MINUTES FOR THE BOARD OR AFFECTED BOARD COMMITTEE. |
| FORM 990, PART VI, SECTION B, LINE 15 | PRESIDENT: ONLY INDEPENDENT MEMBERS OF THE EXECUTIVE COMMITTEE OF THE BOARD WHO HAVE NO PERSONAL INTEREST IN ANY EXECUTIVE COMPENSATION ARRANGEMENT WITH THE UNIVERSITY, ANNUALLY REVIEW AND APPROVE, BASED ON A REVIEW OF APPROPRIATE COMPARABILITY DATA, THE COMPENSATION THAT IS PAID TO THE PRESIDENT (WHO ALSO SERVES AS AN EX OFFICIO MEMBER OF THE EXECUTIVE COMMITTEE, BUT IS RECUSED FOR THIS REVIEW AND APPROVAL). OFFICERS AND PROVOST: THE PRESIDENT, BASED ON A REVIEW OF APPROPRIATE COMPARABILITY DATA, DECIDES THE COMPENSATION TO BE PAID TO THE PROVOST AND VICE PRESIDENT FOR ACADEMIC AFFAIRS, TREASURER (AND VICE PRESIDENT FOR FINANCE AND ADMINISTRATION), CORPORATE SECRETARY AND GENERAL COUNSEL, WHICH DECISIONS REGARDING COMPENSATION AND MATERIAL TERMS OF EMPLOYMENT ARE REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE DOCUMENTS THE BASIS FOR ITS DETERMINATIONS REGARDING THE COMPENSATION OF THE PRESIDENT AND ITS REVIEW AND APPROVAL OF THE PRESIDENT'S DECISIONS REGARDING THE COMPENSATION OF THE OFFICERS AND PROVOST. SENIOR LEADERS: THE PRESIDENT, BASED ON A REVIEW OF RELEVANT COMPARABILITY COMPENSATION DATA, DECIDES THE COMPENSATION TO BE PAID TO ALL OTHER SENIOR LEADERS, WHICH DECISIONS REGARDING COMPENSATION AND MATERIAL TERMS OF EMPLOYMENT ARE REVIEWED BY THE EXECUTIVE COMMITTEE. |
| FORM 990, PART VI, SECTION C, LINE 19 | SAINT JOSEPH'S UNIVERSITY MAKES THE REQUESTED DOCUMENTS AVAILABLE TO THE EXTENT REQUIRED BY LAW |
| FORM 990, PART VII, SECTION A | THE AVERAGE HOURS PER WEEK LISTED IN THIS SECTION ARE A MINIMUM. |
| FORM 990, PART XI, LINE 9: | INTEREST RATE SWAP 837,187. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DELVAL EDUCATIONAL TELE NETWORK | |||||||||||
| 5600 CITY AVENUE | PHILADELPHIA | PA | 19131 | 261471973 | EDUCATION TV | PA | 501(C)(4) | SJU | Yes (1) | ||
| MIDDLE ATLANTIC CATHOLIC RISK MGMT | |||||||||||
| 5600 CITY AVENUE | PHILADELPHIA | PA | 19131 | 311611958 | GROUP INSURANCE | PA | 501(C)(3) | 0 | TYPE III | N/A | |
| 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 | Yes (1) | 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 |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELVAL EDUCATIONAL TELECOMMUNICATION NETWORK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionTypeTxt |
| Involved | $1,237,956 | InvolvedAmt |
| Method Of Amount Determination | 75% DVETN REV | MethodOfAmountDeterminationTxt |