SAINT JOSEPHS UNIVERSITY: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- SAINT JOSEPHS UNIVERSITY (EIN 23-1352674)
- Tax period
- 2018-06-01 to 2019-05-31
- Filed
- 2020-03-11
- IRS object ID
- 202010719349301566
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-03-11T21:56:22-05:00 | ReturnTs |
| Tax Period End | 2019-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
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 | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-06-01 | 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) |
|---|---|---|
| In Care Of | % APRIL P LEE | InCareOfNm |
| 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 |
| Signature | 2020-03-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Frank Giardini | PreparerPersonNm |
| PTIN | P00532355 | PTIN |
| Phone | 2155614200 | PhoneNum |
| Preparation | 2020-03-10 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 65.229.27.130 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 23695320200715000054 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-03-11 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B15487C26E028E91CC7821ED4322CF9CA235138A | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 84260BADF094976F82D2C0A2EAAB46270AF5AF94 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | 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 | $325,301,497 | GrossReceiptsAmt |
| Group Return For Affiliates | false | 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. (See Schedule O) | ActivityOrMissionDesc |
| Voting Members Governing Body | 36 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 34 | VotingMembersIndependentCnt |
| Total Employee | 3291 | TotalEmployeeCnt |
| Total Volunteers | 36 | TotalVolunteersCnt |
| Total Gross UBI | $204,445 | TotalGrossUBIAmt |
| PY Contributions Grants | $40,006,138 | PYContributionsGrantsAmt |
| CY Contributions Grants | $14,355,488 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $297,182,121 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $289,527,352 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,872 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,729,440 | CYInvestmentIncomeAmt |
| PY Other Revenue | $16,519,974 | PYOtherRevenueAmt |
| CY Other Revenue | $15,720,002 | CYOtherRevenueAmt |
| PY Total Revenue | $353,710,105 | PYTotalRevenueAmt |
| CY Total Revenue | $321,332,282 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $102,601,341 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $98,033,171 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $105,502,661 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $114,588,493 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $5,698,617 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $98,099,054 | PYOtherExpensesAmt |
| CY Other Expenses | $96,727,643 | CYOtherExpensesAmt |
| PY Total Expenses | $306,203,056 | PYTotalExpensesAmt |
| CY Total Expenses | $309,349,307 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $47,507,049 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $11,982,975 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $812,522,482 | TotalAssetsBOYAmt |
| Total Assets EOY | $812,159,088 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $270,706,522 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $261,800,754 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $541,815,960 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $550,358,334 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | AS PHILADELPHIAS JESUIT CATHOLIC UNIVERSITY, SAINT JOSEPHS 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. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $278,165,579 | ExpenseAmt |
| Grant | $98,033,171 | GrantAmt |
| Revenue | $289,339,007 | RevenueAmt |
| Desc | FOR OVER 160 YEARS, SAINT JOSEPHS UNIVERSITY HAS BEEN ENGAGING MEN AND WOMEN IN A RIGOROUS JESUIT EDUCATION THAT seeks to EMPOWER 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 JOSEPHS STUDENTS ARE INSPIRED TO DEVELOP TO THE FULLEST EVERY FACET OF THEIR INTELLECTUAL POTENTIAL. OUR FACULTY AND ACADEMIC PROGRAMS CONTINUALLY strive to SET HIGHER EDUCATIONAL STANDARDS, RAISe THE CALIBER OF OUR GRADUATES AND GROW OUR NATIONAL REPUTATION. IN A COMPETITIVE WORLD, THE DETERMINATION TO MAXIMIZE ONES ABILITIES, THE CONFIDENCE TO INNOVATE, AND THE COMMITMENT TO LEAD WITH INTEGRITY is intended to SET SJU GRADUATES APART. SAINT JOSEPH UNIVERSITY IS HOME TO 4,543 TRADITIONAL UNDERGRADUATES, 281 UNDERGRADUATE ADULT STUDENTS, AND 2,685 GRADUATE AND DOCTORAL STUDENTS. THE UNIVERSITY STRIVES TO BE RECOGNIZED AS THE PREEMINENT CATHOLIC COMPREHENSIVE UNIVERSITY IN THE NORTHEAST. SAINT JOSEPH'S OFFERS OVER 55 UNDERGRADUATE DAY MAJORS AND 50 MINORS, AND OVER 30 DEGREE COMPLETION AND CERTIFICATE PROGRAMS INCLUDING ONLINE OPTIONS, AND 20 GRADUATE PROGRAMS (IN BUSINESS AND ARTS AND SCIENCES). UNIQUE PROGRAMS INCLUDE STUDY ABROAD, HONORS PROGRAM, COOPERATIVE EDUCATION PROGRAM, SUMMER SCHOLARS, SERVICE-LEARNING, AND FAITH-JUSTICE STUDIES. | Desc |
| Total Program Service Expenses | $278,165,579 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | Yes (true) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (true) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (true) | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 280 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 3291 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 36 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 34 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | APRIL P LEE | PersonNm |
| 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 (48 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| EDWARD MONEYPENNY | |||||||||
| Chairman | 10.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT BOWMAN | |||||||||
| Vice Chairman | 10.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL BANTOM | |||||||||
| Trustee | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| REV PHILIP BOROUGHS SJ | |||||||||
| Trustee | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| REV GEORGE BUR SJ | |||||||||
| Trustee | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| EILEEN CARDILE | |||||||||
| Trustee | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| MARK CASALE | |||||||||
| Trustee | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| MATTHEW CLIFTON | |||||||||
| Trustee | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| GERALD CORCORAN | |||||||||
| Trustee | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL CURRAN | |||||||||
| Trustee | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| REV THOMAS CURRAN SJ | |||||||||
| Trustee | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| MARLENE DOONER | |||||||||
| Trustee (Beg 06/01/2018) | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| BRIAN DUPERREAULT | |||||||||
| Trustee | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| DENNIS DURKIN | |||||||||
| Trustee | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| TIMOTHY FALLON | |||||||||
| Trustee | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| REV JAMES FLEMING SJ | |||||||||
| Trustee | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| DANIEL GALLAGHER | |||||||||
| Trustee | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL HAGAN | |||||||||
| Trustee | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM HARVEY | |||||||||
| Trustee | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| MARGARET HONDROS | |||||||||
| Trustee | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| REV ALOYSIUS KELLEY SJ | |||||||||
| Trustee | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JOSEPH KESSLER | |||||||||
| Trustee | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| PETER KOWEY | |||||||||
| Trustee | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| REV BRENDAN LALLY SJ | |||||||||
| Trustee | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| TIMOTHY MAGUIRE | |||||||||
| Trustee | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| REV BRUCE MORRILL SJ | |||||||||
| Trustee | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JAMES NORRIS | |||||||||
| Trustee | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| SHARON O'BRIEN | |||||||||
| Trustee | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| MAUREEN O'CONNOR | |||||||||
| Trustee | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| LORI PERUTO | |||||||||
| Trustee | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| MARY SCULLION RSM | |||||||||
| Trustee | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| REV JAMES SHEA SJ | |||||||||
| Trustee | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL SWANICK | |||||||||
| Trustee | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| SEAN SWEENEY | |||||||||
| Trustee | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| REV JOHN SWOPE SJ | |||||||||
| Trustee | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| MARK REED | |||||||||
| President | 40.0 | 0.0 | Yes (X) | $617,550 | $0 | $68,528 | Yes (X) | ||
| DAVID BEAUPRE | |||||||||
| VP for Finance & Admin. | 40.0 | 0.0 | $318,299 | $0 | $60,292 | Yes (X) | |||
| MARIANNE SCHIMELFENIG | |||||||||
| General Counsel | 40.0 | 0.0 | $267,004 | $0 | $34,212 | Yes (X) | |||
| CARY ANDERSON | |||||||||
| VP/Associate Provost | 40.0 | 0.0 | $231,351 | $0 | $38,345 | Yes (X) | |||
| JEANNE BRADY | |||||||||
| Provost | 40.0 | 0.0 | $314,919 | $0 | $46,144 | Yes (X) | |||
| JOSEPH DIANGELO | |||||||||
| Dean, Haub School of Business | 40.0 | 0.0 | $413,492 | $0 | $45,587 | Yes (X) | |||
| TIMOTHY MCGURIMAN | |||||||||
| Assoc. VP, Admin Services | 40.0 | 0.0 | $197,706 | $0 | $42,012 | Yes (X) | |||
| SHAILY MENON | |||||||||
| Dean, CAS | 40.0 | 0.0 | $197,859 | $0 | $33,660 | Yes (X) | |||
| PHILIP MARTELLI | |||||||||
| Head Coach, Men's Basketball | 40.0 | 0.0 | $1,002,781 | $0 | $46,450 | Yes (X) | |||
| JILL BODENSTEINER | |||||||||
| Director of Athletics | 40.0 | 0.0 | $196,510 | $0 | $24,185 | Yes (X) | |||
| JOSEPH KENDER | |||||||||
| VP, University Relations | 40.0 | 0.0 | $307,614 | $0 | $47,358 | Yes (X) | |||
| MARTIN FARRELL | |||||||||
| VP, University Advancement | 40.0 | 0.0 | $302,209 | $0 | $122,713 | Yes (X) | |||
| CYNTHIA GRIFFIN | |||||||||
| Head Coach, Women's Basketball | 40.0 | 0.0 | $267,394 | $0 | $66,727 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,634,688 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $676,213 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 228 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | 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 | $10,837,210 |
| Wiley Edu LLC | |||||
| PO Box 416571 | BOSTON | MA | 02241 | Online Courses | $5,709,257 |
| The Arthur Jackson Company | |||||
| 7025 West Chester Pike | UPPER DARBY | PA | 19082 | Housekeeping | $3,582,684 |
| Allied Universal Security Services | |||||
| 3606 Horizon Drive | KING OF PRUSSIA | PA | 19406 | Security Services | $1,916,697 |
| Media Works Ltd | |||||
| 1425 Clarkview Road Suite 500 | BALTIMORE | MD | 21209 | Marketing | $1,722,787 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 86 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $924,799 | FundraisingAmt |
| Government Grants | $2,833,783 | GovernmentGrantsAmt |
| All Other Contributions | $10,596,906 | AllOtherContributionsAmt |
| Noncash Contributions | $1,222,379 | NoncashContributionsAmt |
| Total Contributions | $14,355,488 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| ACADEMIC SERV - TUITION | 611310 | $250,807,438 | $250,807,438 | $0 | $0 |
| CAFETERIA & DORMIT | 531110 | $35,867,063 | $35,284,361 | $582,702 | $0 |
| ATHLETICS | 541800 | $2,852,851 | $2,556,191 | $296,660 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $289,527,352 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,297,707 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$912,159 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,209,866 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,094,417 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $61,147 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,033,270 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,033,270 | TotalRevenueColumnAmt |
| Exclusion | $1,033,270 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $3,899,228 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $3,467,495 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $431,733 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $431,733 | TotalRevenueColumnAmt |
| Exclusion | $431,733 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $147,080 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $924,799 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $440,573 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$293,493 | TotalRevenueColumnAmt |
| Exclusion | -$293,493 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| STUDENT HEALTH INSURANCE | 900099 | $638,892 | $638,892 | $0 | $0 |
| UNIVERSITY PRESS EXTERNAL INCOME | 511190 | $204,791 | $0 | $204,791 | $0 |
| FITNESS CENTER | 713940 | $84,576 | $52,125 | $32,451 | $0 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,051,966 | TotalRevenueColumnAmt |
| Exclusion | $14,051,966 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $14,980,225 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $321,332,282 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $289,339,007 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $204,445 | UnrelatedBusinessRevenueAmt |
| Exclusion | $17,433,342 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,033,171 | TotalAmt |
| Program Services | $98,033,171 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,900,244 | TotalAmt |
| Program Services | $1,740,146 | ProgramServicesAmt |
| Management And General | $1,160,098 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,411,467 | TotalAmt |
| Program Services | $71,749,747 | ProgramServicesAmt |
| Management And General | $9,743,970 | ManagementAndGeneralAmt |
| Fundraising | $2,917,750 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,358,609 | TotalAmt |
| Program Services | $5,404,818 | ProgramServicesAmt |
| Management And General | $668,816 | ManagementAndGeneralAmt |
| Fundraising | $284,975 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,956,252 | TotalAmt |
| Program Services | $12,712,814 | ProgramServicesAmt |
| Management And General | $1,833,096 | ManagementAndGeneralAmt |
| Fundraising | $410,342 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,961,921 | TotalAmt |
| Program Services | $5,067,633 | ProgramServicesAmt |
| Management And General | $671,080 | ManagementAndGeneralAmt |
| Fundraising | $223,208 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $807,700 | TotalAmt |
| Program Services | $686,545 | ProgramServicesAmt |
| Management And General | $121,155 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $198,800 | TotalAmt |
| Program Services | $198,800 | ProgramServicesAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $190,918 | TotalAmt |
| Program Services | $190,918 | ProgramServicesAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,252,159 | TotalAmt |
| Program Services | $7,864,335 | ProgramServicesAmt |
| Management And General | $571,479 | ManagementAndGeneralAmt |
| Fundraising | $816,345 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,976,150 | TotalAmt |
| Program Services | $1,966,533 | ProgramServicesAmt |
| Fundraising | $9,617 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,148,107 | TotalAmt |
| Program Services | $975,891 | ProgramServicesAmt |
| Management And General | $150,228 | ManagementAndGeneralAmt |
| Fundraising | $21,988 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,209,607 | TotalAmt |
| Program Services | $1,878,166 | ProgramServicesAmt |
| Management And General | $328,033 | ManagementAndGeneralAmt |
| Fundraising | $3,408 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,154,231 | TotalAmt |
| Program Services | $11,181,096 | ProgramServicesAmt |
| Management And General | $1,973,135 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,218,913 | TotalAmt |
| Program Services | $1,886,075 | ProgramServicesAmt |
| Management And General | $258,553 | ManagementAndGeneralAmt |
| Fundraising | $74,285 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,891,179 | TotalAmt |
| Program Services | $2,457,502 | ProgramServicesAmt |
| Management And General | $345,464 | ManagementAndGeneralAmt |
| Fundraising | $88,213 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,998,936 | TotalAmt |
| Program Services | $7,649,095 | ProgramServicesAmt |
| Management And General | $1,347,932 | ManagementAndGeneralAmt |
| Fundraising | $1,909 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,343,531 | TotalAmt |
| Program Services | $14,742,001 | ProgramServicesAmt |
| Management And General | $2,601,530 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,749,004 | TotalAmt |
| Program Services | $2,336,654 | ProgramServicesAmt |
| Management And General | $412,350 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| FOOD | $11,193,465 | $9,514,446 | $1,585,281 | $93,738 |
| ONLINE COURSE EXPENSES | $5,724,378 | $5,724,378 | $0 | $0 |
| STUDY ABROAD | $2,661,867 | $2,661,867 | $0 | $0 |
| EQUIPMENT RENTAL & MAINT. | $2,234,734 | $1,899,524 | $302,629 | $32,581 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,773,964 | TotalAmt |
| Program Services | $9,643,424 | ProgramServicesAmt |
| Management And General | $1,410,282 | ManagementAndGeneralAmt |
| Fundraising | $720,258 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $309,349,307 | TotalAmt |
| Program Services | $278,165,579 | ProgramServicesAmt |
| Management And General | $25,485,111 | ManagementAndGeneralAmt |
| Fundraising | $5,698,617 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part X | Yes (X) | InfoInScheduleOPartXInd |
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 | $71,293,529 | BOYAmt |
| EOY | $82,352,309 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,580,471 | BOYAmt |
| EOY | $11,195,556 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,601,840 | BOYAmt |
| EOY | $7,913,263 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,399,147 | BOYAmt |
| EOY | $9,366,889 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,610,922 | BOYAmt |
| EOY | $3,548,300 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $634,282,707 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $234,566,563 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $403,769,234 | BOYAmt |
| EOY | $399,716,144 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $192,729,594 | BOYAmt |
| EOY | $204,728,959 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $96,595,509 | BOYAmt |
| EOY | $90,751,069 | 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 |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,942,236 | BOYAmt |
| EOY | $2,586,599 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $812,522,482 | BOYAmt |
| EOY | $812,159,088 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,393,625 | BOYAmt |
| EOY | $25,744,585 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,218,750 | BOYAmt |
| EOY | $15,563,436 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $225,092,165 | BOYAmt |
| EOY | $218,448,957 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,001,982 | BOYAmt |
| EOY | $2,043,776 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $270,706,522 | BOYAmt |
| EOY | $261,800,754 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $386,629,129 | BOYAmt |
| EOY | $396,455,868 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,011,179 | BOYAmt |
| EOY | $67,722,944 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,175,652 | BOYAmt |
| EOY | $86,179,522 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $541,815,960 | BOYAmt |
| EOY | $550,358,334 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $812,522,482 | BOYAmt |
| EOY | $812,159,088 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $11,982,975 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$3,980,176 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $539,575 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | 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) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | false | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | Yes (true) | GrantsOtherOrganizationsInd |
| Grants Other Organizations | $190,918 | GrantsOtherOrganizationsAmt |
| Direct Contact Legislators | false | DirectContactLegislatorsInd |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | false | OtherActivitiesInd |
| Total Lobbying Expenditures | $190,918 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | LOBBYING ACTIVITIES | FormAndLineReferenceDesc |
| Explanation | SCHEDULE C, PART II-B, LINE 1 LOBBYING PAYMENTS WERE MADE TO MCALLISTER & QUINN, AND S. R. WOJDAK & ASSOCIATES. THESE FIRMS HAVE BEEN ENGAGED TO PROVIDE LEGISLATIVE ADVOCACY SERVICES TO THE UNIVERSITY. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp |
Held Works Art HeldWorksArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $1,629,002 | 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 | false | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| 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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| 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 |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $209,285,519 | BeginningYearBalanceAmt |
| Contributions | $6,281,217 | ContributionsAmt |
| Investment Earnings Or Losses | $7,432,402 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,093,775 | OtherExpendituresAmt |
| End Year Balance | $215,905,363 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.55910 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.27900 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.16190 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $36,317,967 | OtherCostOrOtherBasisAmt |
| Book Value | $36,317,967 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $503,145,579 | OtherCostOrOtherBasisAmt |
| Depreciation | $174,974,951 | DepreciationAmt |
| Book Value | $328,170,628 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,479,804 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,470,040 | DepreciationAmt |
| Book Value | $9,764 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $61,881,869 | OtherCostOrOtherBasisAmt |
| Depreciation | $42,829,324 | DepreciationAmt |
| Book Value | $19,052,545 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $31,457,488 | OtherCostOrOtherBasisAmt |
| Depreciation | $15,292,248 | DepreciationAmt |
| Book Value | $16,165,240 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $399,716,144 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| HEDGED CAPITAL | $51,229,292 | F |
| PRIVATE EQUITY | $16,714,624 | F |
| REAL ESTATE | $22,807,153 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $90,751,069 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| STUDENT AND OTHER DEPOSITS | $1,388,891 |
| REFUNDABLE GOVERNMENT LOAN FU | $57,748 |
| LEASES PAYABLE | $597,137 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,043,776 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $222,598,067 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$3,980,176 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $1,453,947 | OtherRevenueAmt |
| Revenue Not Reported | -$2,526,229 | RevenueNotReportedAmt |
| Revenue Subtotal | $225,124,296 | RevenueSubtotalAmt |
| Other Revenues Not Included | $96,207,986 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $96,207,986 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $321,332,282 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $214,055,693 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $914,372 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $914,372 | ExpensesNotReportedAmt |
| Expenses Subtotal | $213,141,321 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $96,207,986 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $96,207,986 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $309,349,307 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| ORGANIZATION'S ART COLLECTIONS | SCHEDULE D, PART III, LINE 4: THE UNIVERSITYS ART COLLECTIONS, INCLUDING PAINTINGS AND STATUES, SUPPORT THE UNIVERSITYS MISSION IN TEACHING AND RESEARCH WHILE PROMOTING AN APPRECIATION, UNDERSTANDING, AND ENJOYMENT OF THE VISUAL ARTS FOR THE UNIVERSITY COMMUNITY AND ITS VARIOUS CONSTITUENCIES. |
| INTENDED USES OF THE ORGANIZATION'S ENDOWMENT FUNDS | SCHEDULE D, 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. |
| LIABILITY FOR UNCERTAIN TAX POSITION (ASC 740) | SCHEDULE D, 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 UNIVERSITYS 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 UNIVERSITYS 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. |
| RECONCILIATION OF REVENUE | LINE 2D: OTHER FUNDRAISING EXPENSES: 440,573 RENTAL EXPENSES: 61,147 DVETN: 412,652 Interest Rate Swap: 539,575 ========= TOTAL: 1,453,947 LINE 4B: OTHER SCHOLARSHIPS: 96,207,986 ============ TOTAL: 96,207,986 |
| RECONCILIATION OF EXPENSES | LINE 2D: OTHER FUNDRAISING EXPENSES: 440,573 RENTAL EXPENSES: 61,147 DVETN: 412,652 ========= TOTAL: 914,372 LINE 4B: OTHER SCHOLARSHIPS: 96,207,986 ============ TOTAL: 96,207,986 |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (true) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PUBLICATION OF ITS RACIALLY NONDISCRIMINATORY POLICY | SCHEDULE E, PART I, LINE 3 THE NON-DISCRIMINATION POLICY IS PRESENTED IN RECRUITING MATERIALS. |
| RECEIVES ANY FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENTAL AGENCY | 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 G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | RMI Awd Dinner | Event1Nm |
| Gross Receipts Event1 | $408,100 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $361,750 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $46,350 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $45,000 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $26,382 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $1,574 | EntertainmentEvent1Amt |
| Event2 | LDS Awd Dinner | Event2Nm |
| Gross Receipts Event2 | $279,755 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $258,130 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $21,625 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $15,000 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $140,963 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $2,400 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $42,083 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 3 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $384,024 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $304,919 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $79,105 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $15,000 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $58,850 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $93,322 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $1,071,879 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $924,799 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $147,080 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $75,000 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $226,195 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $3,974 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $135,405 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $440,574 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$293,494 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt |
|---|---|---|---|
| Scholarships | 5260 | $96,258,515 | $0 |
| Graduate Assistance Courses | 69 | $712,864 | $0 |
| Resident Assistant Rooms | 74 | $677,256 | $0 |
| Resident Assistant Board | 72 | $384,536 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | ORGANIZATIONS PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS IN THE U.S | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (13 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARK REED | ||||||||||||||
| President | $469,045 | $0 | $70,917 | $0 | $77,588 | $0 | $47,721 | $0 | $20,807 | $0 | $686,078 | $0 | $0 | $0 |
| DAVID BEAUPRE | ||||||||||||||
| VP for Finance & Admin. | $314,441 | $0 | $0 | $0 | $3,858 | $0 | $27,500 | $0 | $32,792 | $0 | $378,591 | $0 | $0 | $0 |
| MARIANNE SCHIMELFENIG | ||||||||||||||
| General Counsel | $258,888 | $0 | $0 | $0 | $8,116 | $0 | $26,023 | $0 | $8,189 | $0 | $301,216 | $0 | $0 | $0 |
| CARY ANDERSON | ||||||||||||||
| VP/Associate Provost | $229,896 | $0 | $0 | $0 | $1,455 | $0 | $23,204 | $0 | $15,141 | $0 | $269,696 | $0 | $0 | $0 |
| JEANNE BRADY | ||||||||||||||
| Provost | $303,799 | $0 | $0 | $0 | $11,120 | $0 | $27,500 | $0 | $18,644 | $0 | $361,063 | $0 | $0 | $0 |
| JOSEPH DIANGELO | ||||||||||||||
| Dean, Haub School of Business | $393,805 | $0 | $0 | $0 | $19,687 | $0 | $27,500 | $0 | $18,087 | $0 | $459,079 | $0 | $0 | $0 |
| TIMOTHY MCGURIMAN | ||||||||||||||
| Assoc. VP, Admin Services | $196,455 | $0 | $0 | $0 | $1,251 | $0 | $20,139 | $0 | $21,873 | $0 | $239,718 | $0 | $0 | $0 |
| SHAILY MENON | ||||||||||||||
| Dean, CAS | $191,924 | $0 | $5,935 | $0 | $0 | $0 | $19,688 | $0 | $13,972 | $0 | $231,519 | $0 | $0 | $0 |
| PHILIP MARTELLI | ||||||||||||||
| Head Coach, Men's Basketball | $731,067 | $0 | $252,000 | $0 | $19,714 | $0 | $27,500 | $0 | $18,950 | $0 | $1,049,231 | $0 | $0 | $0 |
| JILL BODENSTEINER | ||||||||||||||
| Director of Athletics | $171,610 | $0 | $20,000 | $0 | $4,900 | $0 | $19,500 | $0 | $4,685 | $0 | $220,695 | $0 | $0 | $0 |
| JOSEPH KENDER | ||||||||||||||
| VP, University Relations | $306,229 | $0 | $0 | $0 | $1,385 | $0 | $27,500 | $0 | $19,858 | $0 | $354,972 | $0 | $0 | $0 |
| MARTIN FARRELL | ||||||||||||||
| VP, University Advancement | $275,106 | $0 | $25,000 | $0 | $2,103 | $0 | $30,043 | $0 | $92,670 | $0 | $424,922 | $0 | $0 | $0 |
| CYNTHIA GRIFFIN | ||||||||||||||
| Head Coach, Women's Basketball | $224,943 | $0 | $33,200 | $0 | $9,251 | $0 | $65,578 | $0 | $1,149 | $0 | $334,121 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, part I, Line 1 | As per Schedule J, Parts I & II, certain employees received housing allowance, travel for companion, club membership, taxed as required, part of contractual agreement or job responsibility. |
| SCHEDULE J, PART I, LINE 4B | Supplemental Nonqualified Retirement Plan The President received a supplemental nonqualified retirement plan in the amount of $20,221. |
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 | 2010-10-01 | $162,637,233 | 2010 PA HIGHER EDUCATION FACILITIE | false | false | false |
| 2013 PA Higher Education Facilities Authority | ||||||||
| B | 232243852 | 70917SGZO | 2013-08-16 | $27,828,963 | Current refunding of various issue | false | false | false |
| 2015 PA Higher Education Facilities Authority | ||||||||
| C | 232243852 | 2015-04-30 | $74,390,858 | Current refunding of various issue | false | false | false | |
| 2016 PA Higher Education Facilities Authority | ||||||||
| D | 232243852 | 2016-07-29 | $21,820,000 | Assumption of debt from reversion | false | false | false | |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $42,675,000 | $0 | $162,813,933 | $0 | $0 | $0 | $929,551 | $0 | $0 | $42,072,115 | $119,895,000 | $0 | 2013 | Yes (true) | false | Yes (true) | Yes (true) |
| B | $11,640,000 | $0 | $27,828,963 | $0 | $0 | $0 | $372,929 | $0 | $0 | $5,004,192 | $22,456,029 | $0 | 2015 | Yes (true) | false | Yes (true) | Yes (true) |
| C | $7,275,487 | $0 | $74,390,858 | $0 | $0 | $0 | $266,661 | $0 | $0 | $0 | $74,124,197 | $0 | 2015 | Yes (true) | false | Yes (true) | Yes (true) |
| D | $3,357,020 | $0 | $21,820,000 | $0 | $0 | $0 | $133,274 | $0 | $0 | $21,686,726 | $0 | $0 | 2016 | false | Yes (true) | Yes (true) |
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 | Private Bus Use By OthersPrivateBusUseByOthersPct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | false | 0 | false | false | false | Yes (true) |
| B | false | false | false | false | 0 | false | false | false | Yes (true) |
| C | false | false | false | false | 0 | false | false | false | Yes (true) |
| D | false | false | false | false | 0 | false | false | false | Yes (true) |
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 | Business Name Line1GICProviderName/BusinessNameLine1Txt | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|
| 0 | ||||||||||
| A | false | false | false | Yes (true) | Yes (true) | false | false | 0 | false | Yes (true) |
| 0 | ||||||||||
| B | false | false | false | Yes (true) | false | false | false | 0 | false | Yes (true) |
| 0 | ||||||||||
| C | false | false | Yes (true) | false | Yes (true) | false | false | 0 | false | Yes (true) |
| 0 | ||||||||||
| D | false | false | Yes (true) | false | Yes (true) | false | false | 0 | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE K, PART I, BOND ISSUES: | (A) ISSUER NAME: 2010 PA HIGHER EDUCATION FACILITIES AUTHORITY (B) DESCRIPTION OF PURPOSE: CURRENT REFUNDING OF VARIOUS ISSUES, MISC. (A) ISSUER NAME: 2016 PA HIGHER EDUCATION FACILITIES AUTHORITY (B) DESCRIPTION OF PURPOSE: ASSUMPTION OF DEBT FROM REVERSION OF PROPERTY. |
| SCHEDULE K, PART IV, COLUMN A, LINE 2C: | THE REBATE COMPUTATION WAS PERFORMED ON 2/27/2013. |
Schedule L IRS990ScheduleL
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $0 | TotalBalanceDueAmt |
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash Grant | $106,524 | CashGrantAmt |
| Type Of Assistance | Tuition Assistance | TypeOfAssistanceTxt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (4 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| James Norris | |||
| Trustee | $1,586,306 | Retirement Plan Administration | false |
| Daniel Gallagher | |||
| Trustee | $64,020 | Cablevision | false |
| Gerald Corcoran | |||
| Trustee | $59,560 | Legal Services | false |
| Peter Kowey | |||
| Trustee | $55,235 | Health Services | false |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 27 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,222,379 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp | |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE M, PART I, COLUMN (B) | THE NUMBER OF CONTRIBUTIONS IS DISCLOSED IN COLUMN B. |
| SCHEDULE M, PART 1, QUESTION 32A | THE UNIVERSITY RETAINS THE SERVICES OF MERRILL LYNCH WEALTH MANAGEMENT & FINANCIAL SERVICES TO SELL SECURITIES THAT IT RECEIVES AS CHARITABLE CONTRIBUTIONS. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| ORGANIZATION MISSION CONTINUED. | FORM 990, PART I, LINE 1 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. |
| BUSINESS OR FAMILY RELATIONSHIP | FORM 990, PART VI, SECTION A, LINE 2 SAINT JOSEPH'S UNIVERSITY PREPARES A SUMMARY OF BOARD AFFILIATIONS AND POSITIONS that LISTS THE OFFICER'S and the BOARD MEMBER'S NAME(s), AND THE SJU RELATED/AFFILIATED ENTITY OR THE NON-SJU AFFILIATED ENTITIES in connection with EACH PERSON that HAS A FAMILIAL OR BUSINESS RELATIONSHIP. SCHEDULE L LISTS THE REPORTABLE BUSINESS TRANSACTIONS INVOLVING BOARD MEMBERS. |
| FORM 990 REVIEW PROCESS | FORM 990, PART VI, SECTION B, LINE 11B FOLLOWING REVIEW BY MANAGEMENT, GENERAL COUNSEL (SCHEDULE O), AND APPROVAL BY THE Finance and Audit COMMITTEE OF THE BOARD OF TRUSTEES, THE FORM 990 IS PROVIDED TO THE FULL BOARD PRIOR TO FILING FOR TRUSTEES REVIEW, COMMENT, INPUT, AND QUESTIONS, IF ANY. IN ADDITION, THE EXECUTIVE COMMITTEE OF THE BOARD HAS REVIEWED, SEPARATELY, SCHEDULE J PRIOR TO ITS FILING. |
| CONFLICT OF INTEREST POLICY MONITORING & ENFORCEMENT | 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 NTEREST 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 and 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, RE THE SAME; 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. |
| PROCESS FOR DETERMINING COMPENSATION | FORM 990, PART VI, SECTION B, LINES 15A & 15B: 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 PRESIDENTS DECISIONS REGARDING THE levels of 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. |
| HOW DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC | FORM 990, PART VI, SECTION C, LINE 19 THE BY-LAWS ARE AVAILABLE TO ALL TRUSTEES AT ANY TIME AND FROM THE UNIVERSITY UPON REQUEST WHEN DEEMED APPROPRIATE BY THE BOARD OF TRUSTEES, IN CONSULTATION WITH THE GENERAL COUNSEL, AND IN RESPONSE TO LEGAL PROCESS. OTHER INSTITUTIONAL POLICIES (E.G., WHISTLEBLOWER POLICY, POLICY PROHIBITING DISCRIMINATION, HARRASMENT AND RETALIATION) ARE EITHER POSTED ON THE SJU INTERNET WEBSITE OR ON THE INTERNAL WEBSITES. REQUESTS FOR FINANCIAL INFORMATION WILL BE EVALUATED ON AN INDIVIDUAL BASIS AND INFORMATION WILL BE PROVIDED AS APPROPRIATE OR AS REQUIRED BY LEGAL PROCESS. |
| FORM 990, PART VII, SECTION A | THE AVERAGE HOURS PER WEEK LISTED IN THIS SECTION ARE A MINIMUM. |
| Form 990, Part XI, Line 9 | Other Changes in Net Assets Interest Rate Swap: 539,575 |
| Schedule B | The University received a contribution of $10,000,000 in July 2018. Conditions related to the revenue recognition of the contribution were met for the year ended May 31, 2018 and was thus reported on the 2017 Form 990, Part VIII, Line 1 but was not reported on Schedule B since the adjustment was made to the prior year financials after year end. This disclosure is to serve as the reporting of the contribution. It is not listed on the current year Schedule B as it would result in an overstatement of current year contributions. |
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| DelVal Educational TeleCom Network | ||||||||||
| 5600 City Avenue | Philadelphia | PA | 19131 | 261471973 | Education TV | PA | 501 (c)(4) | SJU | Yes (true) | |
| Middle Atlantic Catholic Risk Management | ||||||||||
| 5600 City Avenue | Philadelphia | PA | 19131 | 311611958 | Group Insure | PA | 501 (c)(3) | NA | false | TYPE III |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Delval Educational Telecommunications 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 |