2021-04-11T14:26:19-05:00 2020-05-31 366055558 GRANT THORNTON LLP 2001 MARKET STREET SUITE 700 PHILADEPHIA PA 19103 990 2019-06-01 231352674 SAINT JOSEPH'S UNIVERSITY SAIN 6106601000 5600 CITY AVENUE PHILADELPHIA PA 19131 DAVID R BEAUPRE VP FINANCE & ADMIN 6106601320 2021-04-08 1 ALYCIA SOLECKI P01272637 2155614200 2019 2022-09-23 18:48:47Z MARK C REED 5600 CITY AVENUE PHILADELPHIA PA 19131 353468111 0 X WWW.SJU.EDU X 1851 PA 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. 38 36 3351 36 991776 0 14355488 24315435 289527352 279956087 1729440 11818439 15720002 4651387 321332282 320741348 98033171 101936423 0 0 114588493 121785365 0 0 6117542 96727643 85907865 309349307 309629653 11982975 11111695 812159088 802912001 261800754 250781703 550358334 552130298 X SEE SCHEDULE O 0 0 278233691 101936423 281529366 SEE SCHEDULE O 278233691 1 1 0 1 0 0 0 1 0 1 1 1 0 0 1 1 1 1 1 0 1 0 0 0 1 0 0 0 1 1 1 1 0 0 0 0 0 1 0 0 1 1 1 0 0 0 1 1 1 0 0 1 288 0 1 3351 1 1 1 0 0 0 0 1 1 0 0 0 0 1 0 X 38 36 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA CO CT DE FL GA IL MD MA MI NJ NY NC OH PA AZ SC TX VA WA X APRIL P LEE 6106601329 5600 CITY AVENUE PHILADELPHIA PA 19131 X PHILIP MARTELLI FORMER MEN BASKETBALL COACH 0.00 0.00 X 1628677 0 35896 MARK C REED PRESIDENT 40.00 0.00 X X 676625 0 72006 WILLIAM M LANGE HEAD COACH, MBB 40.00 0.00 X 568975 0 15605 JOSEPH A DIANGELO DEAN HSB 40.00 0.00 X 415187 0 45318 DAVID R BEAUPRE VP FOR FINANCE & ADMINISTRATION 40.00 0.00 X 332544 0 60835 MARTIN FARRELL AVP, ADVANCEMENT 40.00 0.00 X 273358 0 99933 JOSEPH KENDER VP, UNIVERSITY RELATIONS 40.00 0.00 X 315674 0 43433 JILL BODENSTEINER DIRECTOR OF ATHLETICS 40.00 0.00 X 310228 0 36998 CYNTHIA GRIFFIN HEAD COACH, WBB 40.00 0.00 X 270236 0 64557 MARIANNE SCHIMELFENIG GENERAL COUNSEL (END 2020) 40.00 0.00 X 270643 0 34455 CARY M ANDERSON VP/ASSOC PROVOST 40.00 0.00 X 237486 0 39443 TIMOTHY A MCGURIMAN ASSOC VP, ADMIN SERVICES 40.00 0.00 X 204608 0 34071 SHAILY MENON DEAN CAS 40.00 0.00 X 193500 0 34268 CHERYL A MCCONNELL PROVOST/VP FOR ACADEMIC AFFAIR 40.00 0.00 X 182784 0 18070 REV BRENDAN G LALLY SJ TRUSTEE/PT CHAPLAIN 5.00 0.00 X 5384 0 0 TRACEY S PACHMAN GENERAL COUNSEL (START 2020) 40.00 0.00 X 0 0 0 EDWARD W MONEYPENNY CHAIR 10.00 0.00 X X 0 0 0 ROBERT J BOWMAN VICE CHAIR 10.00 0.00 X X 0 0 0 MICHAEL A BANTOM TRUSTEE 5.00 0.00 X 0 0 0 REV PHILIP L BOROUGHS SJ TRUSTEE 5.00 0.00 X 0 0 0 REV GEORGE W BUR SJ TRUSTEE 5.00 0.00 X 0 0 0 EILEEN K CARDILE TRUSTEE 5.00 0.00 X 0 0 0 MARK A CASALE TRUSTEE 5.00 0.00 X 0 0 0 MATTHEW P CLIFTON TRUSTEE 5.00 0.00 X 0 0 0 GERALD J CORCORAN TRUSTEE 5.00 0.00 X 0 0 0 MICHAEL P CURRAN TRUSTEE 5.00 0.00 X 0 0 0 REV THOMAS B CURRAN SJ TRUSTEE 5.00 0.00 X 0 0 0 MARLENE DOONER TRUSTEE 5.00 0.00 X 0 0 0 BRIAN DUPERREAULT TRUSTEE 5.00 0.00 X 0 0 0 DENNIS M DURKIN TRUSTEE 5.00 0.00 X 0 0 0 TIMOTHY G FALLON TRUSTEE 5.00 0.00 X 0 0 0 REV JAMES J FLEMING SJ TRUSTEE 5.00 0.00 X 0 0 0 DANIEL P GALLAGHER TRUSTEE 5.00 0.00 X 0 0 0 MICHAEL J HAGAN TRUSTEE 5.00 0.00 X 0 0 0 WILLIAM A HARVEY ESQ TRUSTEE 5.00 0.00 X 0 0 0 MARGARET K HONDROS TRUSTEE 5.00 0.00 X 0 0 0 REV ALOYSIUS P KELLEY SJ TRUSTEE 5.00 0.00 X 0 0 0 JOSEPH F KESSLER TRUSTEE 5.00 0.00 X 0 0 0 PETER R KOWEY MD TRUSTEE 5.00 0.00 X 0 0 0 TIMOTHY MAGUIRE TRUSTEE 5.00 0.00 X 0 0 0 REV BRUCE MORRILL SJ TRUSTEE 5.00 0.00 X 0 0 0 JAMES M NORRIS TRUSTEE 5.00 0.00 X 0 0 0 SHARON A RAMSAY O BRIEN TRUSTEE 5.00 0.00 X 0 0 0 MAUREEN A O CONNOR TRUSTEE 5.00 0.00 X 0 0 0 LORI N PERUTO ESQ TRUSTEE 5.00 0.00 X 0 0 0 SR MARY SCULLION RSM TRUSTEE 5.00 0.00 X 0 0 0 REV JAMES M SHEA SJ TRUSTEE 5.00 0.00 X 0 0 0 MICHAEL F SWANICK TRUSTEE 5.00 0.00 X 0 0 0 SEAN S SWEENEY TRUSTEE 5.00 0.00 X 0 0 0 REV JOHN W SWOPE SJ TRUSTEE 5.00 0.00 X 0 0 0 RAYMOND G WASHINGTON JR MD TRUSTEE 5.00 0.00 X 0 0 0 JOHN ZOOK TRUSTEE 5.00 0.00 X 0 0 0 5885909 0 634888 238 1 1 0 ARAMARK 2400 MARKET STREET PHILADELPHIA PA 19103 FOOD SERVICES 7702513 WILEY EDU LLC PO BOX 416571 BOSTON MA 02241 ONLINE COURSES 5495177 THE ARTHUR JACKSON COMPANY 7025 WEST CHESTER PIKE UPPER DARBY PA 19082 HOUSEKEEPING 2362276 ALLIED UNIVERSAL SECURITY SERVICES 3606 HORIZON DRIVE KING OF PRUSIA PA 19406 SECURITY SERVICES 1783638 MEDIA WORKS LTD 1425 CLARKVIEW ROAD SUITE 500 BALTIMORE MD 21209 MARKETING 1143050 91 638915 1237956 5296243 17142321 831552 24315435 ACADEMIC SERV - TUITION 611310 251411819 251411819 CAFETERIA & DORMIT 531110 26184755 25625054 559701 ATHLETICS 541800 2359513 2087107 272406 279956087 11092765 -51177 11143942 839073 55652 783421 783421 783421 32612502 510937 31618391 779374 994111 -268437 725674 725674 149850 638915 273346 -123496 -123496 MISCELLANEOUS 900099 1798903 1798903 EXPENSE REIMBURSEMENT 900099 818640 818640 STUDENT HEALTH INSURANCE 900099 594852 594852 779067 11631 210846 556590 3991462 320741348 281529366 991776 13904771 101936423 101936423 3703097 2221858 1481239 91297422 77602809 10398742 3295871 6447959 5480765 645078 322116 13942013 11850711 1637848 453454 6394874 5435643 707097 252134 856473 728002 128471 224569 224569 204706 204706 8088754 6875441 619821 593492 1397491 1393078 4413 1135128 964859 150949 19320 2219388 1886480 331048 1860 11342018 9640715 1701303 2011358 1709654 250783 50921 1982973 1685527 251999 45447 7319183 6221306 1089605 8272 17330107 14730591 2599516 2341324 1990125 351199 ALL OTHER EXPENSES 11105662 8627859 1522563 955240 FOOD 8298728 7053919 1137244 107565 ONLINE COURSE EXPENSE 5324401 5324401 STUDY ABROAD 2849923 2849923 1875679 1594327 273915 7437 309629653 278233691 25278420 6117542 0 0 82352309 87471161 11195556 8179633 7913263 10084524 9366889 2230645 0 3548300 3569344 646248359 250829292 399716144 395419067 204728959 215100036 90751069 80002601 0 0 0 2586599 854990 812159088 802912001 25744585 21861555 0 15563436 14733431 218448957 213390020 2043776 796697 261800754 250781703 X 396455868 383454001 153902466 168676297 550358334 552130298 812159088 802912001 X 11111695 -10176918 837187 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 1 204706 0 0 0 204706 0 PART II-B, LINE 1F SAINT JOSEPH'S UNIVERSITY ENGAGED CONSULTANTS TO PROVIDE LEGISLATIVE ADVOCACY SERVICES GERMANE TO THE UNIVERSITY'S MISSION. 1645002 X X X 0 294286967 8643493 846136 9973323 293803273 280330988 18120438 4724492 8888951 294286967 234094481 33243435 21365447 8372375 280330988 202181466 17538295 22620820 8246100 234094481 215905363 2679460 -8976207 7640150 201968466 0.51970 0.30880 0.17150 0 0 36317968 36317968 505939319 185196551 320742768 1479804 1474620 5184 65496894 46838824 18658070 37014374 17319297 19695077 395419067 HEDGED CAPITAL 42624462 F PRIVATE EQUITY 14364970 F REAL ESTATE 23013169 F 80002601 STUDENT AND OTHER DEPOSITS 793904 REFUNDABLE GOVERNMENT LOAN FU 2793 796697 X 212119343 -10176919 1578838 -8598081 220717424 100023924 100023924 320741348 210347380 741651 741651 209605729 100023924 100023924 309629653 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. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 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. CENTRAL AMERICA AND THE CARIBBEAN INVESTMENTS 853130 0 0 0 0 0 0 853130 0 853130 1 0 1 0 1 0 PART III ACCOUNTING METHOD: RMI AWARD DINNER 469600 415650 53950 70990 5885 PRESIDENT CUP 138000 98250 39750 36475 1773 2 181165 125015 56150 73705 16234 68284 788765 638915 149850 110180 87224 75942 273346 -123496 1 SCHOLARSHIPS 5506 100065554 GRADUATE ASSISTANT COURSES 71 838391 RESIDENT ASSISTANT ROOMS 70 658774 RESIDENT ASSISTANT BOARD 69 373704 SCHEDULE I, PART I, LINE 2 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. X X X X 1 1 X X X 1 1 0 0 0 0 0 1 0 PHILIP MARTELLI FORMER MEN BASKETBALL COACH 380453 0 242771 0 1005453 0 28000 0 7896 0 1664573 0 0 0 MARK C REED PRESIDENT 501410 0 66820 0 108395 0 51199 0 20807 0 748631 0 0 0 WILLIAM M LANGE HEAD COACH, MBB 559975 0 0 0 9000 0 0 0 15605 0 584580 0 0 0 JOSEPH A DIANGELO DEAN HSB 398249 0 4016 0 12922 0 28000 0 17318 0 460505 0 0 0 DAVID R BEAUPRE VP FOR FINANCE & ADMINISTRATION 325218 0 3304 0 4022 0 28000 0 32835 0 393379 0 0 0 MARTIN FARRELL AVP, ADVANCEMENT 268984 0 2665 0 1709 0 27165 0 72768 0 373291 0 0 0 JOSEPH KENDER VP, UNIVERSITY RELATIONS 310490 0 3144 0 2040 0 28000 0 15433 0 359107 0 0 0 JILL BODENSTEINER DIRECTOR OF ATHLETICS 298828 0 3000 0 8400 0 28000 0 8998 0 347226 0 0 0 CYNTHIA GRIFFIN HEAD COACH, WBB 233144 0 30000 0 7092 0 63398 0 1159 0 334793 0 0 0 MARIANNE SCHIMELFENIG GENERAL COUNSEL (END 2020) 261897 0 2622 0 6124 0 26601 0 7854 0 305098 0 0 0 CARY M ANDERSON VP/ASSOC PROVOST 232378 0 2338 0 2770 0 23719 0 15724 0 276929 0 0 0 TIMOTHY A MCGURIMAN ASSOC VP, ADMIN SERVICES 201295 0 2039 0 1274 0 20677 0 13394 0 238679 0 0 0 SHAILY MENON DEAN CAS 191500 0 2000 0 0 0 20296 0 13972 0 227768 0 0 0 CHERYL A MCCONNELL PROVOST/VP FOR ACADEMIC AFFAIR 162784 0 20000 0 0 0 13865 0 4205 0 200854 0 0 0 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. A 2010 PA HIGHER EDUCATION FACILITIES AUTHORITY 232243852 70917RL94 2010-01-10 162637233 2010 PA HIGHER EDUCATION FACILITIES 0 0 0 B 2013 PA HIGHER EDUCATION FACILITIES AUTHORITY 232243852 70917SGZO 2013-08-16 27828963 CURRENT REFUNDING OF VARIOUS ISSUES 1 0 0 C 2015 PA HIGHER EDUCATION FACILITIES AUTHORITY 232243852 2015-04-30 74390858 CURRENT REFUNDING OF VARIOUS ISSUES 1 0 0 D 2016 PA HIGHER EDUCATION FACILITIES AUTHORITY 232243852 2016-07-29 21820000 ASSUMPTION OF DEBT FROM REVERSION 1 0 0 A 46773933 162813933 929551 42072115 119895000 2013 1 0 1 1 B 15111751 12717212 27828963 372929 5004192 22456029 2015 1 0 1 1 C 9247822 65143036 74390858 266661 74124197 2015 1 0 1 1 D 4248796 17571204 21820000 133274 21686726 2016 0 0 1 1 A 0 0 0 0 0 0 1 B 0 0 0 0 0 0 1 C 0 0 0 0 0 0 1 D 0 0 0 0 0 0 1 A 0 0 0 1 1 0 0 0 1 B 0 0 1 0 0 0 0 0 1 C 0 0 1 0 1 0 0 0 1 D 0 0 1 0 1 0 0 0 1 A 1 B 1 C 1 D 1 SCHEDULE K, PART IV, COLUMN A, LINE 2C: THE REBATE COMPUTATION WAS PERFORMED ON 2/27/2013. A 2020 PHILADELPHIA AUTHORITY OF INDUSTRIAL DEVELOPMENT 300598934 71780TADS 2020-03-18 83661284 CURRENT REFUNDING OF VARIOUS ISSUES 0 0 0 A 97105631 150852 13301360 441575 83211844 2020 1 1 1 1 A 0 0 0 0 0 0 1 A 0 1 1 0 0 0 0 0 1 A 1 81895 TUITION ASSISTANT FAMILY MEMBER FAMILY MEMBER OF M. SWANICK 40387 EMPLOYEE 0 X 35 831552 FMV 0 1 0 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. DELVAL EDUCATIONAL TELE NETWORK 5600 CITY AVENUE PHILADELPHIA PA 19131 261471973 EDUCATION TV PA 501(C)(4) SJU 1 MIDDLE ATLANTIC CATHOLIC RISK MGMT 5600 CITY AVENUE PHILADELPHIA PA 19131 311611958 GROUP INSURANCE PA 501(C)(3) TYPE III N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DELVAL EDUCATIONAL TELECOMMUNICATION NETWORK C 1237956 75% DVETN REV