UNIVERSITY OF SAINT JOSEPH: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF SAINT JOSEPH (EIN 06-0646829)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-03-11
- IRS object ID
- 202030719349300213
- 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 F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-03-11T10:13:30-05:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 345 PARK AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10154 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 060646829 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | University of Saint Joseph | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % DINA A LUKINA CONTROLLER | InCareOfNm |
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 8602315220 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1678 Asylum Avenue | AddressLine1Txt |
| City | West Hartford | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 061172764 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LUCY A LUCKER | PersonNm |
| Person Title | VP FIN & ADMIN | PersonTitleTxt |
| Phone | 8602315314 | PhoneNum |
| Signature | 2020-03-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DEVIN L DUNCAN | PreparerPersonNm |
| PTIN | P01249521 | PTIN |
| Phone | 2127589700 | PhoneNum |
| Preparation | 2020-03-09 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 167.68.102.5 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 06014420200715000000 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-03-11 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 2EFB9A2273A280871CB6E2783C42C633A2C5F4AB | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F7E791049FCEE4943A341CCA4F642AE72B60D2A0 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-09-23 17:36:50Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Rhona C Free | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1678 Asylum Avenue | AddressLine1Txt |
| City | West Hartford | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 061172764 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $93,668,403 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Group Exemption | 0928 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.usj.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1925 | FormationYr |
| Legal Domicile State | CT | LegalDomicileStateCd |
| Activity Or Mission | THE UNIVERSITY PROVIDES A RIGOROUS LIBERAL ARTS & PROFESSIONAL EDUCATION FOR A DIVERSE STUDENT POPULATION & ENCOURAGES STRONG ETHICAL VALUES, INTEGRITY & RESP. TO SOCIETY | ActivityOrMissionDesc |
| Voting Members Governing Body | 29 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 28 | VotingMembersIndependentCnt |
| Total Employee | 1408 | TotalEmployeeCnt |
| Total Volunteers | 100 | TotalVolunteersCnt |
| Total Gross UBI | $52,981 | TotalGrossUBIAmt |
| PY Contributions Grants | $7,146,283 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,976,074 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $72,348,838 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $79,616,139 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,246,687 | PYInvestmentIncomeAmt |
| CY Investment Income | $782,750 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,028,745 | PYOtherRevenueAmt |
| CY Other Revenue | $1,066,102 | CYOtherRevenueAmt |
| PY Total Revenue | $81,770,553 | PYTotalRevenueAmt |
| CY Total Revenue | $86,441,065 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $12,840,325 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $15,978,686 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $44,434,314 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $45,820,778 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $28,842 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $16,000 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,238,459 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $19,081,024 | PYOtherExpensesAmt |
| CY Other Expenses | $20,776,060 | CYOtherExpensesAmt |
| PY Total Expenses | $76,384,505 | PYTotalExpensesAmt |
| CY Total Expenses | $82,591,524 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $5,386,048 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,849,541 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $84,953,456 | TotalAssetsBOYAmt |
| Total Assets EOY | $94,051,380 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $31,605,456 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $39,936,380 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $53,348,000 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $54,115,000 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE UNIVERSITY PROVIDES A RIGOROUS LIBERAL ARTS AND PROFESSIONAL EDUCATION FOR A DIVERSE STUDENT POPULATION. (SEE SCHEDULE O FOR THE ORGANIZATION'S MISSION.) | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $58,146,239 | ExpenseAmt |
| Grant | $15,978,686 | GrantAmt |
| Revenue | $64,986,265 | RevenueAmt |
| Desc | COLLEGE AND MASTERS/DOCTORAL PROGRAMS SEE SCHEDULE O FOR PROGRAM DESCRIPTION. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $11,553,000 | ExpenseAmt |
| Revenue | $14,629,874 | RevenueAmt |
| Desc | MODEL SCHOOLS SEE SCHEDULE O FOR PROGRAM DESCRIPTION. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $69,699,239 | 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 | false | 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 | false | 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 | Yes (true) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | 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 | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | 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 | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 216 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 1408 | 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 | 29 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 28 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | 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 | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DINA A LUKINA CONTROLLER | PersonNm |
| Phone | 8602315405 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1678 ASYLUM AVE | AddressLine1Txt |
| City | WEST HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06117 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (37 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| RHONA C FREE PHD | ||||||||
| PRESIDENT | 38.0 | 0.0 | Yes (X) | Yes (X) | $316,990 | $0 | $131,488 | |
| ELIZABETH C BARTON JD | ||||||||
| CHAIR | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| PATRICIA J ROONEY RSM | ||||||||
| VICE CHAIR | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BREWSTER B PERKINS MBA | ||||||||
| SECRETARY | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| GREGORY A BOYKO JD | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| JUDITH A CAREY RSM PHD | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| JR Carnegie-Hargreaves MPS | ||||||||
| Trustee - BEG. 8/01/2018 | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Andrea Comer BA | ||||||||
| Trustee - BEG. 8/01/2018 | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MANON COX PHD MBA | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| SUZANNE DELIEE RSM BA BS | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Mary Dickerson MBA | ||||||||
| Trustee - BEG. 9/01/2018 | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Rohan A Freeman BS | ||||||||
| Trustee - BEG. 7/01/2018 | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| SANDRA BENDER FROMSON PHD | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MARTHA S GERVASI MBA | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MARION D GRIFFIN MS MBA | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| PAUL IANNACCONE JD | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT KING BA | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| PADDI LESHANE MBA | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| ELIZABETH MCAULIFFE RSM EDD | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| JEANNE B MEROLA BS | ||||||||
| Trustee - BEG. 7/01/2018 | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| THEA MONTANEZ BS | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| CORNELIUS O'LEARY JD | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| GERRI A ROBERTS JD | ||||||||
| Trustee - BEG. 8/01/2018 | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| JOHN F RODIS MD | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| JANET RUFFING RSM PHD | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| JOSEPH J SPALLUTO JD | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT STINGLE BS | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| ELAINE M SWEENEY RSM PHD | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| JAMES WAKIM JD | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| ALISA D SISIC | ||||||||
| TRUSTEE - END 09/01/2018 | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| SHAWN M HARRINGTON | ||||||||
| SENIOR VP, FINANCE & STRATEGY | 38.0 | 0.0 | Yes (X) | $214,360 | $0 | $89,312 | ||
| MICHELLE KALIS | ||||||||
| PROVOST | 38.0 | 0.0 | Yes (X) | $208,021 | $0 | $34,154 | ||
| Kenneth Bedini | ||||||||
| VP, Student Affairs | 38.0 | 0.0 | $147,676 | $0 | $16,801 | Yes (X) | ||
| KIMBERLY CRONE | ||||||||
| VP, Enrollment Management | 38.0 | 0.0 | $167,951 | $0 | $19,032 | Yes (X) | ||
| JAMES HENKEL | ||||||||
| ASSOC DEAN, SCHOOL OF PHARMACY | 38.0 | 0.0 | $149,608 | $0 | $18,146 | Yes (X) | ||
| JOSEPH OFOSU | ||||||||
| DEAN, SCHOOL OF PHARMACY | 38.0 | 0.0 | $246,702 | $0 | $27,694 | Yes (X) | ||
| MARJORIE PINNEY | ||||||||
| VP, INSTITUTIONAL ADVANCEMENT | 38.0 | 0.0 | $179,872 | $0 | $45,641 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,631,180 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $382,268 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 36 | 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 |
|---|---|---|---|---|---|
| FIP Construction Inc | |||||
| 1536 New Britain Ave | FARMINGTON | CT | 06032 | Construction | $4,539,229 |
| BON APPETIT CO COMPASS GROUP USA | |||||
| 2400 YORKMONT RD | CHARLOTTE | NC | 28217 | FOOD SERVICES | $1,827,414 |
| SODEXO OPERATIONS LLC | |||||
| 9801 Washingtonian Blvd | GAITHERSBURG | MD | 20878 | FACILITY MANAGEMENT | $1,518,978 |
| K-12 TEACHERS ALLIANCE | |||||
| 20624 ABBEY WOODS CT NORTH | FRANKFORT | IL | 60423 | MARKETING & ADMIN | $713,450 |
| BCI INC DBA BUTLER COMPANY | |||||
| 848 MARSHALL PHELPS RD | WINDSOR | CT | 06095 | Construction | $319,843 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 17 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $171,817 | FundraisingAmt |
| Government Grants | $2,310,611 | GovernmentGrantsAmt |
| All Other Contributions | $2,493,646 | AllOtherContributionsAmt |
| Noncash Contributions | $95,325 | NoncashContributionsAmt |
| Total Contributions | $4,976,074 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611310 | $61,486,591 | $61,486,591 |
| MODEL SCHOOLS & EDUCATIONAL SERVICES | 611710 | $14,708,700 | $14,708,700 |
| RESIDENCE & DINING | 611710 | $3,420,848 | $3,420,848 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $79,616,139 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $941,619 | TotalRevenueColumnAmt |
| Exclusion | $941,619 | 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 | $177,775 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $177,775 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $177,775 | TotalRevenueColumnAmt |
| Exclusion | $177,775 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,955,000 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,710,296 | SecuritiesAmt |
| Other | $403,573 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $244,704 | SecuritiesAmt |
| Other | -$403,573 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$158,869 | TotalRevenueColumnAmt |
| Exclusion | -$158,869 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $85,006 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $171,817 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $113,469 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$28,463 | TotalRevenueColumnAmt |
| Exclusion | -$28,463 | 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 | ExclusionExclusionAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| VENDOR REBATES & ALLOWANCES | 900099 | $409,704 | $409,704 | |
| ARTS CENTER REVENUE | 711190 | $120,559 | $120,559 | |
| FITNESS CENTER REVENUE | 713940 | $44,363 | $44,363 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $342,164 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $8,618 | UnrelatedBusinessRevenueAmt |
| Exclusion | $333,546 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $916,790 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $86,441,065 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $79,616,139 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $52,981 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,795,871 | 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 | $15,965,186 | TotalAmt |
| Program Services | $15,965,186 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,500 | TotalAmt |
| Program Services | $13,500 | ProgramServicesAmt |
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 | $985,454 | TotalAmt |
| Program Services | $242,399 | ProgramServicesAmt |
| Management And General | $678,030 | ManagementAndGeneralAmt |
| Fundraising | $65,025 | FundraisingAmt |
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 | $34,969,480 | TotalAmt |
| Program Services | $29,648,021 | ProgramServicesAmt |
| Management And General | $4,546,730 | ManagementAndGeneralAmt |
| Fundraising | $774,729 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,649,655 | TotalAmt |
| Program Services | $2,246,445 | ProgramServicesAmt |
| Management And General | $344,508 | ManagementAndGeneralAmt |
| Fundraising | $58,702 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,702,332 | TotalAmt |
| Program Services | $3,986,758 | ProgramServicesAmt |
| Management And General | $611,397 | ManagementAndGeneralAmt |
| Fundraising | $104,177 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,513,857 | TotalAmt |
| Program Services | $2,089,845 | ProgramServicesAmt |
| Management And General | $365,299 | ManagementAndGeneralAmt |
| Fundraising | $58,713 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,571,504 | TotalAmt |
| Program Services | $1,414,354 | ProgramServicesAmt |
| Management And General | $157,150 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,155 | TotalAmt |
| Management And General | $64,155 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $168,700 | TotalAmt |
| Management And General | $168,700 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,000 | TotalAmt |
| Fundraising | $16,000 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $128,339 | TotalAmt |
| Management And General | $128,339 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,343,058 | TotalAmt |
| Program Services | $1,824,674 | ProgramServicesAmt |
| Management And General | $517,614 | ManagementAndGeneralAmt |
| Fundraising | $770 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $660,267 | TotalAmt |
| Program Services | $225,629 | ProgramServicesAmt |
| Management And General | $407,076 | ManagementAndGeneralAmt |
| Fundraising | $27,562 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $252,716 | TotalAmt |
| Program Services | $97,058 | ProgramServicesAmt |
| Management And General | $146,136 | ManagementAndGeneralAmt |
| Fundraising | $9,522 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,382,188 | TotalAmt |
| Program Services | $45,971 | ProgramServicesAmt |
| Management And General | $1,336,217 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,761,659 | TotalAmt |
| Program Services | $2,623,576 | ProgramServicesAmt |
| Management And General | $138,083 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $252,570 | TotalAmt |
| Program Services | $234,077 | ProgramServicesAmt |
| Management And General | $4,685 | ManagementAndGeneralAmt |
| Fundraising | $13,808 | 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 | $208,469 | TotalAmt |
| Program Services | $199,331 | ProgramServicesAmt |
| Management And General | $8,447 | ManagementAndGeneralAmt |
| Fundraising | $691 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $798,684 | TotalAmt |
| Program Services | $786,777 | ProgramServicesAmt |
| Management And General | $11,907 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,293,924 | TotalAmt |
| Program Services | $4,196,986 | ProgramServicesAmt |
| Management And General | $96,938 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $485,896 | TotalAmt |
| Program Services | $1,163 | ProgramServicesAmt |
| Management And General | $484,733 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| FOOD SERVICES | $1,697,496 | $1,697,496 | ||
| SUPPLIES | $752,289 | $749,376 | $2,913 | |
| DUES & SUBSCRIPTIONS | $497,817 | $365,082 | $109,713 | $23,022 |
| BAD DEBTS | $482,707 | $482,707 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,973,622 | TotalAmt |
| Program Services | $1,045,535 | ProgramServicesAmt |
| Management And General | $842,349 | ManagementAndGeneralAmt |
| Fundraising | $85,738 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,591,524 | TotalAmt |
| Program Services | $69,699,239 | ProgramServicesAmt |
| Management And General | $11,653,826 | ManagementAndGeneralAmt |
| Fundraising | $1,238,459 | 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 | $191,497 | BOYAmt |
| EOY | $1,954,397 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $86,686 | BOYAmt |
| EOY | $3,724,102 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,116,113 | BOYAmt |
| EOY | $1,053,308 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,538,281 | BOYAmt |
| EOY | $3,404,700 | 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 | $0 | BOYAmt |
| EOY | $0 | 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 | $673,922 | BOYAmt |
| EOY | $1,453,102 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $106,307,455 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $58,484,108 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,036,994 | BOYAmt |
| EOY | $47,823,347 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,289,246 | BOYAmt |
| EOY | $34,611,496 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | 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 | $20,717 | BOYAmt |
| EOY | $26,928 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,953,456 | BOYAmt |
| EOY | $94,051,380 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,907,455 | BOYAmt |
| EOY | $4,523,480 | 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 | $4,445,685 | BOYAmt |
| EOY | $4,111,171 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,102,352 | BOYAmt |
| EOY | $23,944,931 | 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 | $367,991 | 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 | $3,781,973 | BOYAmt |
| EOY | $7,356,798 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,605,456 | BOYAmt |
| EOY | $39,936,380 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,218,000 | BOYAmt |
| EOY | $28,315,000 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,692,000 | BOYAmt |
| EOY | $9,205,000 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,438,000 | BOYAmt |
| EOY | $16,595,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,348,000 | BOYAmt |
| EOY | $54,115,000 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,953,456 | BOYAmt |
| EOY | $94,051,380 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $3,849,541 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $101,459 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$3,184,000 | 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| 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 |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,700,736 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,079,611 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,334,975 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,146,283 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,976,074 | CurrentTaxYearAmt |
| Total | $29,237,679 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,700,736 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,079,611 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,334,975 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,146,283 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,976,074 | CurrentTaxYearAmt |
| Total | $29,237,679 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,622,482 | SubstantialContributorsTotAmt |
| Public Support Total170 | $25,615,197 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $744,864 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $854,903 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $830,449 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $922,429 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,119,394 | CurrentTaxYearAmt |
| Total | $4,472,039 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $532,344 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $544,604 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $761,685 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $916,068 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $948,815 | CurrentTaxYearAmt |
| Total | $3,703,516 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $37,413,234 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $361,061,230 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.68466 | PublicSupportCY170Pct |
| Public Support PY170 | 0.74700 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (true) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $423 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | Yes (true) | OtherActivitiesInd |
| Other Activities | $1,218 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $1,641 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE C, PART IV | FormAndLineReferenceDesc |
| Explanation | LOBBYING ACTIVITIES: THE UNIVERSITY OF SAINT JOSEPH BELONGS TO THE CONNECTICUT CONSORTIUM OF INDEPENDENT COLLEGES (CCIC) AND OTHER ACADEMIC ASSOCIATIONS, WHICH AT TIMES MAY ENGAGE IN LOBBYING ACTIVITIES. OF THE $24,061 PAID IN DUES TO CCIC, $1,218 (APPROXIMATELY 5.1%), WAS USED FOR LOBBYING. IN ADDITION, THE UNIVERSITY had DIRECT CONTACT WITH LEGISLATORS TO PROVIDE INFORMATION AND EDUCATION ABOUT THE UNIVERSITY. DURING THE YEAR ENDED JUNE 30, 2019, THE UNIVERSITY DID NOT CONTRACT WITH AN OUTSIDE LOBBYING FIRM FOR FEDERAL AND STATE GOVERNMENT RELATIONS AND LOBBYING SERVICES. | ExplanationTxt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $696,985 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Held Works Art | HeldWorksArtGrp | |
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
Collection Used Other Purposes CollectionUsedOtherPurposesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Other Purposes | Yes (X) | CollectionUsedOtherPurposesInd |
| Other Purposes | Teaching | OtherPurposesDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $33,519,000 | BeginningYearBalanceAmt |
| Contributions | $1,226,000 | ContributionsAmt |
| Investment Earnings Or Losses | $1,147,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $719,961 | GrantsOrScholarshipsAmt |
| Other Expenditures | $391,039 | OtherExpendituresAmt |
| End Year Balance | $34,781,000 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $28,710,000 | BeginningYearBalanceAmt |
| Contributions | $3,754,000 | ContributionsAmt |
| Investment Earnings Or Losses | $1,574,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $340,290 | GrantsOrScholarshipsAmt |
| Other Expenditures | $178,710 | OtherExpendituresAmt |
| End Year Balance | $33,519,000 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $25,789,000 | BeginningYearBalanceAmt |
| Contributions | $694,000 | ContributionsAmt |
| Investment Earnings Or Losses | $3,178,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $595,670 | GrantsOrScholarshipsAmt |
| Other Expenditures | $355,330 | OtherExpendituresAmt |
| End Year Balance | $28,710,000 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $26,505,000 | BeginningYearBalanceAmt |
| Contributions | $423,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$191,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $570,008 | GrantsOrScholarshipsAmt |
| Other Expenditures | $377,992 | OtherExpendituresAmt |
| End Year Balance | $25,789,000 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $25,603,000 | BeginningYearBalanceAmt |
| Contributions | $1,794,000 | ContributionsAmt |
| Investment Earnings Or Losses | $65,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $501,219 | GrantsOrScholarshipsAmt |
| Other Expenditures | $455,781 | OtherExpendituresAmt |
| End Year Balance | $26,505,000 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.34590 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.47710 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.17700 | 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 | $2,522,941 | OtherCostOrOtherBasisAmt |
| Book Value | $2,522,941 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $64,881,803 | OtherCostOrOtherBasisAmt |
| Depreciation | $31,267,277 | DepreciationAmt |
| Book Value | $33,614,526 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,479,331 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,134,601 | DepreciationAmt |
| Book Value | $344,730 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $26,020,780 | OtherCostOrOtherBasisAmt |
| Depreciation | $20,518,989 | DepreciationAmt |
| Book Value | $5,501,791 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,402,600 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,563,241 | DepreciationAmt |
| Book Value | $5,839,359 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $47,823,347 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| INTEREST RATE SWAP | $3,277,134 |
| ARO LIABILITY | $1,943,644 |
| VENDOR INVESTMENT LIABILITY - SODEXO | $1,583,825 |
| GOVERNMENT GRANTS REFUNDABLE | $349,729 |
| CAPITAL LEASE OBLIGATION | $202,466 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $7,356,798 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $67,687,000 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $101,459 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$19,130,758 | OtherRevenueAmt |
| Revenue Not Reported | -$19,029,299 | RevenueNotReportedAmt |
| Revenue Subtotal | $86,716,299 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $128,339 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$403,573 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$275,234 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $86,441,065 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $66,920,000 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $403,573 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $403,573 | ExpensesNotReportedAmt |
| Expenses Subtotal | $66,516,427 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $128,339 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $15,946,758 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $16,075,097 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $82,591,524 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4 | ORGANIZATION'S COLLECTION OF ART: THE ART MUSEUM AT THE UNIVERSITY OF SAINT JOSEPH OPENED IN 2001 IN THE UNIVERSITY'S BRUYETTE ATHENAEUM; IT NOW HOUSES A COLLECTION OF MORE THAN 2,100 WORKS OF ART. A PAINTINGS COLLECTION WHOSE STRENGTH IS IN AMERICAN ART OF THE TWENTIETH CENTURY, INCLUDING WORKS BY THOMAS HART BENTON, GEORGIA O'KEEFFE AND MILTON AVERY IS COMPLEMENTED BY A COLLECTION OF WORKS OF ART ON PAPER. THE LATTER COLLECTION RANGES FROM THE FIFTEENTH CENTURY TO THE PRESENT, INCLUDING NOTEWORTHY EUROPEAN OLD MASTER PRINTS, NINETEENTH-CENTURY TO CONTEMPORARY JAPANESE PRINTS, AND TWENTIETH-CENTURY AND CONTEMPORARY AMERICAN AND EUROPEAN WORKS. WITH A SUITE OF EXHIBITION GALLERIES, A PRINT STUDY ROOM, AND UP-TO-DATE STORAGE FACILITIES, THE ART MUSEUM MAKES THE UNIVERSITY'S COLLECTION EASILY ACCESSIBLE FOR THE STUDY AND ENJOYMENT OF ART. THE MUSEUM COLLABORATES WITH FACULTY TO PRESENT EDUCATIONAL PROGRAMMING AND HOST CLASS VISITS THROUGHOUT THE YEAR, PROVIDES PROFESSIONAL DEVELOPMENT FOR K-12 TEACHERS, AND OFFERS A VARIETY OF LECTURES, GALLERY TALKS, AND OTHER EDUCATIONAL PROGRAMS FOR THE GENERAL PUBLIC. EACH YEAR THE ART MUSEUM PRESENTS FOUR TO SIX SPECIAL EXHIBITIONS IN ADDITION TO CHANGING INSTALLATIONS OF THE PERMANENT COLLECTION. |
| PART V, LINE 4 | ENDOWMENT FUNDS: THE UNIVERSITY'S ENDOWMENT CONSISTS OF APPROXIMATELY 208 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES, INCLUDING BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE UNIVERSITY TO FUNCTION AS ENDOWMENTS (QUASI - ENDOWMENT). THE UNIVERSITY MANAGES ITS LONG-TERM INVESTMENTS IN ACCORDANCE WITH THE TOTAL RETURN CONCEPT AND THE GOAL OF MAXIMIZING LONG-TERM RETURN WITHIN ACCEPTABLE LEVELS OF RISK. THE UNIVERSITY'S SPENDING POLICY IS DESIGNED TO PROVIDE A STABLE LEVEL OF FINANCIAL SUPPORT AND TO PRESERVE THE REAL VALUE OF ITS ENDOWMENT. THE UNIVERSITY COMPARES THE PERFORMANCE OF ITS INVESTMENTS AGAINST SEVERAL BENCHMARKS. |
| PART X, LINE 2 | INCOME TAXES: THE UNIVERSITY WAS GRANTED AN EXEMPT STATUS UNDER THE INTERNAL REVENUE CODE (IRC) SECTION 501(A), AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3). UNDER IRC SECTION 501(A), THE UNIVERSITY IS GENERALLY EXEMPT FROM INCOME TAXES. THE UNIVERSITY BELIEVES IT HAS TAKEN NO SIGNIFICANT UNCERTAIN TAX POSITIONS. |
| PART XI & XII | RECONCILIATION OF REV & EXP PER AUDITED FINANCIAL STATEMENTS: PART XI, LINE 2D CHANGE IN FV OF INTEREST RATE SWAP $(3,184,000) FINANCIAL AID $(15,946,758) --------------- TOTAL $(19,130,758) |
| PART XI, LINE 4B | LOSS ON DISPOSAL OF EQUIPMENT $ (403,573) |
| PART XII, LINE 2D | LOSS ON DISPOSAL OF EQUIPMENT $ 403,573 |
| PART XII, LINE 4B | FINANCIAL AID $15,946,758 |
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 |
|---|---|
| SCHEDULE E, LINE 3 | RACIALLY NONDISCRIMINATORY POLICY: THE UNIVERSITY PUBLISHES ITS NON-DISCRIMINATION POLICY IN THE MAJOR NEWSPAPER IN THE METROPOLITAN REGION FROM WHICH MOST OF ITS STUDENTS COME. |
| SCHEDULE E, LINE 6A | GOVERNMENT AID: THE UNIVERSITY OF SAINT JOSEPH RECEIVES FINANCIAL AID OR ASSISTANCE FROM GOVERNMENTAL AGENCIES FOR THE BENEFIT OF THE UNIVERSITY'S STUDENTS. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (2 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|---|
| SCHOLARSHIP | South Asia | 1 | $10,000 | TUIT REDUCT |
| SCHOLARSHIP | East Asia and the Pacific | 1 | $3,500 | TUIT REDUCT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE F, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | MONITORING THE USE OF GRANT FUNDS: THE UNIVERSITY'S GRANTS OUTSIDE THE U.S. CONSIST OF FINANCIAL AID AWARDS WHICH ARE APPLIED AGAINST STUDENTS' RECEIVABLE BALANCES DUE TO THE UNIVERSITY. THE UNIVERSITY MONITORS THESE GRANTS BY CONTROLLING THE APPLICATION OF GRANTS TO STUDENTS' BALANCES. | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Ronald Joyce SEE PART IV | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 309 Oakwood Dr | AddressLine1Txt |
| City | Yarmouth | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04096 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | Fundraising Advisor | ActivityTxt |
| Fundraiser Control Of Funds | false | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $16,000 | RetainedByContractorAmt |
| Net To Organization | -$16,000 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $0 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $16,000 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$16,000 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DE | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | ID | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | IN | LicensedStatesCd |
| Licensed States | IA | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | MT | LicensedStatesCd |
| Licensed States | NE | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | SD | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | TX | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | WY | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $236,611 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $171,067 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $65,544 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $11,740 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $8,275 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $49,821 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $1,000 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $37,636 | OtherDirectExpensesEvent1Amt |
| Event2 | SYC | Event2Nm |
| Gross Receipts Event2 | $20,212 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $750 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $19,462 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $3,818 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $1,179 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 0 | OtherEventsTotalCnt |
| Gross Receipts Total | $256,823 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $171,817 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $85,006 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $11,740 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $8,275 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $53,639 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $1,000 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $38,815 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $113,469 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$28,463 | NetIncomeSummaryAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE G, PART I, LINE 2, COL. (I) | RONALD JOYCE 309 OAKWOOD DR., YARMOUTH, ME 04096 SCHEDULE G, PART 1, LINE 2B THE UNIVERSITY ENGAGED RONALD JOYCE AS A FUNDRAISING ADVISOR. |
| Schedule G, Part I, Line 2, Column (iv) | THE UNIVERSITY UTILIZED THE SERVICES OF A FUNDRAISING ADVISOR TO CONSULT ON UNIVERSITY DEVELOPMENT ACTIVITIES THRU 6/30/2019. DUE TO THE NATURE OF THIS ARRANGEMENT, IT IS UNFEASIBLE TO TRACK RECEIPTS RELATED TO ACTIVITIES WHICH ARE SOLELY ATTRIBUTABLE TO THIS ADVISOR. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| SCHOLARSHIP | 1 | $10,000 |
| COLLEGE SCHOLARSHIPS & GRANTS | 830 | $15,965,186 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | MONITORING THE USE OF GRANT FUNDS: THE UNIVERSITY'S GRANTS IN THE U.S. CONSIST OF FINANCIAL AID AWARDS WHICH ARE APPLIED AGAINST STUDENTS' RECEIVABLE BALANCES DUE TO THE UNIVERSITY. THE UNIVERSITY MONITORS THESE GRANTS BY CONTROLLING THE APPLICATION OF GRANTS TO STUDENTS' BALANCES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| 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 (8 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| RHONA C FREE PHD | |||||||||||
| PRESIDENT | $312,445 | $0 | $4,545 | $80,250 | $0 | $51,238 | $0 | $448,478 | $0 | $0 | $0 |
| SHAWN M HARRINGTON | |||||||||||
| SENIOR VP, FINANCE & STRATEGY | $202,360 | $12,000 | $67,939 | $0 | $21,373 | $0 | $303,672 | $0 | $0 | $0 | |
| MICHELLE KALIS | |||||||||||
| PROVOST | $208,021 | $23,267 | $0 | $10,887 | $0 | $242,175 | $0 | $0 | $0 | ||
| Kenneth Bedini | |||||||||||
| VP, Student Affairs | $147,676 | $16,224 | $0 | $577 | $0 | $164,477 | $0 | $0 | $0 | ||
| KIMBERLY CRONE | |||||||||||
| VP, Enrollment Management | $167,951 | $18,475 | $0 | $557 | $0 | $186,983 | $0 | $0 | $0 | ||
| JAMES HENKEL | |||||||||||
| ASSOC DEAN, SCHOOL OF PHARMACY | $149,608 | $16,569 | $0 | $1,577 | $0 | $167,754 | $0 | $0 | $0 | ||
| JOSEPH OFOSU | |||||||||||
| DEAN, SCHOOL OF PHARMACY | $246,702 | $27,137 | $0 | $557 | $0 | $274,396 | $0 | $0 | $0 | ||
| MARJORIE PINNEY | |||||||||||
| VP, INSTITUTIONAL ADVANCEMENT | $166,470 | $13,402 | $19,100 | $0 | $26,541 | $0 | $225,513 | $0 | $0 | $0 | |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE J, PART I, LINE 1 | PRESIDENT'S HOUSING: AS A CONDITION OF EMPLOYMENT, THE PRESIDENT IS REQUIRED TO LIVE IN THE PRESIDENTIAL RESIDENCE LOCATED ON THE UNIVERSITY CAMPUS. THE FAIR MARKET VALUE OF THE HOUSING IS $48,000 PER YEAR. THIS IS A NON-TAXABLE BENEFIT INCLUDED IN SCHEDULE J, PART II, COLUMN D. |
| SCHEDULE J, PART I, QUESTION 1A | HEALTH AND SOCIAL CLUB DUES: THE UNIVERSITY PAYS MEMBERSHIP DUES AT THE TOWN AND COUNTY CLUB FOR THE PRESIDENT OF THE UNIVERSITY. THIS MEMBERSHIP ALLOWS THE PRESIDENT TO MEET WITH MEMBERS OF THE COMMUNITY TO PROMOTE THE AIMS OF THE UNIVERSITY. THE PRESIDENT REIMBURSES THE UNIVERSITY FOR ANY PERSONAL USE CHARGES, AND A PRO RATA PORTION OF CLUB DUES IS INCLUDED IN THE PRESIDENT'S W-2. THE VICE PRESIDENT FOR INSTITUTIONAL ADVANCEMENT ALSO REPORTS TAXABLE CLUB DUES ON SCHEDULE J, PART II. |
| SCHEDULE J, PART I, LINE 4B | NON-QUALIFIED RETIREMENT PLANS: THE UNIVERSITY PRESIDENT PARTICIPATES IN A 457(F) DEFERRED COMPENSATION PLAN, AND INCLUDED IN SCHEDULE J, PART II, COLUMN C IS THE CALENDAR YEAR 2018 DEFERRAL OF $50,000. THE UNIVERSITY INSTITUTED A 457(F) DEFERRED COMPENSATION PLAN WITH SHAWN HARRINGTON EFFECTIVE JULY 1, 2015. INCLUDED IN SCHEDULE J, PART II, COLUMN C IS $45,000 RELATING TO THE UNFUNDED BOOKKEEPING ACCOUNT CREDITS FOR THE PERIOD OF JANUARY 1, 2018 THROUGH DECEMBER 31, 2018. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|
| CHEFA 2013 SERIES C | |||||||
| A | 060806186 | 2013-11-01 | $10,800,000 | LAND PURCHASE AND REFUND SERIES B | false | false | false |
| CHEFA 2013 SERIES D | |||||||
| B | 060806186 | 2013-11-01 | $10,800,000 | LAND PURCH, CONST, AND REF SER B | false | false | false |
| CHEFA 2018 SERIES E | |||||||
| C | 060803186 | 2018-12-07 | $30,000,000 | REN. ATH. & STUD. CTRS, REF. LOAN | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 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 | $1,741,584 | $0 | $10,800,000 | $0 | $0 | $0 | $200,000 | $0 | $0 | $792,000 | $9,808,000 | $0 | 2014 | Yes (true) | false | Yes (true) | Yes (true) |
| B | $1,372,669 | $0 | $10,800,000 | $0 | $0 | $0 | $184,407 | $0 | $0 | $6,375,593 | $4,240,000 | $0 | 2015 | Yes (true) | false | Yes (true) | Yes (true) |
| C | $0 | $0 | $30,000,000 | $0 | $0 | $0 | $515,355 | $0 | $0 | $1,031,731 | $3,912,098 | $24,540,816 | false | Yes (true) | false | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | false | Yes (true) | false | false | 0.00039 | 0.00039 | false | false | false | Yes (true) |
| B | false | false | Yes (true) | false | false | 0.00017 | 0.00017 | false | false | false | Yes (true) |
| C | false | false | Yes (true) | false | false | 0 | false | false | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 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) | Yes (true) | false | false | 0 | false | Yes (true) |
| 0 | ||||||||||
| C | false | Yes (true) | false | false | Yes (true) | false | false | 0 | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE K, PART II, LINE 11 | OTHER SPENT PROCEEDS: OF THE AMOUNT RECORDED ON SCHEDULE K, PART II, LINE 11, COLUMN A, $8,465,000 WAS A CURRENT REFUNDING OF CHEFA SERIES B BOND ISSUED APRIL 3, 2008. $1,343,000 WAS A PAYMENT OF SWAP TERMINATION FEE. THE ENTIRE AMOUNT RECORDED ON SCHEDULE K, PART II, LINE 11, COLUMN B WAS A CURRENT REFUNDING OF CHEFA SERIES B BOND ISSUED APRIL 3, 2008. THE ENTIRE AMOUNT RECORDED ON SCHEDULE K, PART II, LINE 11, COLUMN C WAS REFINANCING OF THE AMOUNT OUTSTANDING ON THE $5 MILLION BRIDGE LOAN WHICH PROVIDED FUNDS FOR THE RENOVATION OF CERTAIN RESIDENCE HALLS AND COSTS OF IMPROVEMENT OF THE ELECTRICAL INFRASTRUCTURE. SCHEDULE K, PART II, LINE 12, COLUMN C CHEFA 2018 SERIES E: The University has chosen to draw down the CHEFA SERIES E ISSUANCE as needed to fund the appropriate capital expenditures. Monthly interest only payments beginning January 1, 2019 at a floating rate of 78.7% of 30-day LIBOR plus 1.65% through December 1, 2020. Monthly principal and interest payments beginning December 1, 2020 through December 1, 2033 at a floating rate of 78.7% of 30-day LIBOR plus 1.65%. Final maturity of Series E is on December 1, 2048. |
| SCHEDULE K, PART III, LINE 3A | MANAGEMENT OR SERVICE CONTRACTS THAT MAY RESULT IN PRIVATE BUSINESS USE: ANY MANAGEMENT OR SERVICE CONTRACTS THAT MAY RESULT IN PRIVATE BUSINESS USE OF BOND-FINANCED PROPERTY ARE INCIDENTAL AND/OR FALL UNDER A SAFE HARBOR PROVIDED. |
| SCHEDULE K, PART III, LINE 3B | ENGAGEMENT OF COUNSEL TO REVIEW MANAGEMENT OR SERVICE RELATING TO THE FINANCED PROPERTY: DUE TO THE FACT THAT CURRENT INCIDENTAL SERVICE CONTRACTS IN BOND-FINANCED SPACES WILL NOT RESULT IN PRIVATE BUSINESS USE AS PER THE SAFE HARBOR PROVIDED UNDER REVENUE PROCEDURE 2017-13, WE ONLY ENGAGE BOND COUNSEL AND/OR OUTSIDE COUNSEL TO REVIEW NEW CONTRACTS OR CURRENT CONTRACTS IF THERE IS AN AMENDMENT TO THE TERMS. |
| SCHEDULE K, PART III, LINE 4 & 5 | PRIVATE BUSINESS USE: THE UNIVERSITY REVIEWS EVERY ACTIVITY PROPOSED FOR ITS BOND-FINANCED FACILITIES, AND ALLOWS IN THOSE FACILITIES ONLY ACTIVITIES THAT EITHER MEET THE INCIDENTAL CONTRACT EXCEPTION OR REVENUE PROCEDURE 97-13 SAFE HARBOR. |
| SCHEDULE K, PART IV, LINE 2C | ARBITRAGE CALCULATIONS: An arbitrage rebate calculation was performed over Series C & D bonds last on November 1, 2018 by CHEFA. |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Method Of Determining Revenues | SEE PART II | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $95,325 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVG. OF MARKET | 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 |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | AUCTION PRIZES | 218 | $0 | SEE PART II |
| Yes (X) | OTHER - VARIOUS | 3 | $0 | SEE PART II |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE M, PART II | NONCASH CONTRIBUTIONS: OTHER THAN CONTRIBUTIONS OF MARKETABLE SECURITIES, NON-CASH ITEMS ARE NOT INCLUDED IN THE FINANCIAL STATEMENTS OF THE UNIVERSITY UNLESS THEY ARE SIGNIFICANT IN AMOUNT. IN FISCAL YEAR 2019, THE UNIVERSITY RECEIVED 4 GIFTS OF MARKETABLE SECURITIES, VALUED AT $95,325.08; 2 ITEMS OF ARTWORK; 218 AUCTION ITEMS; AND 3 OTHER ITEMS, WHICH WERE RECORDED AT ZERO VALUE. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 1 | MISSION STATEMENT: The University of Saint Joseph, founded by the sisters of mercy in the catholic tradition, provides a rigorous liberal arts and professional education for a diverse student population in an inclusive environment that encourages strong ethical values, personal integrity, and a sense of responsibility to the needs of society. CORE VALUES: *CATHOLIC IDENTITY* THE UNIVERSITY OF SAINT JOSEPH IS GROUNDED IN ITS HERITAGE AS A CATHOLIC INSTITUTION, EXPRESSING THE CATHOLIC TRADITION IN AN ECUMENICAL AND CRITICAL MANNER. *DEVELOPMENT OF THE WHOLE PERSON* THE UNIVERSITY OF SAINT JOSEPH ENCOURAGES, INSPIRES, AND CHALLENGES ALL STUDENTS TO FULLY DEVELOP THEIR INTELLECTUAL, SPIRITUAL, SOCIAL, EMOTIONAL, PHYSICAL AND LEADERSHIP POTENTIAL. *COMPASSIONATE SERVICE* THE UNIVERSITY OF SAINT JOSEPH PROMOTES, SUPPORTS AND FACILITATES CARING SERVICE AS AN INTEGRAL PART OF ALL TEACHING AND LEARNING EXPERIENCES. *ACADEMIC EXCELLENCE* THE UNIVERSITY OF SAINT JOSEPH PROVIDES A VALUE-CENTERED EDUCATION THAT PREPARES STUDENTS AS GLOBAL CITIZENS, LIFELONG LEARNERS, AND INFORMED DECISION MAKERS. *RESPECT/INTEGRITY* THE UNIVERSITY OF SAINT JOSEPH DEMONSTRATES RESPECT AND REVERENCE FOR ALL PEOPLE AND FIDELITY IN PERSONAL WITNESS. *HOSPITALITY* THE UNIVERSITY OF SAINT JOSEPH IS A WELCOMING COMMUNITY WHERE ITS RELATIONSHIPS ARE BASED ON OPENNESS, INCLUSIVITY, AND MUTUAL RESPECT. *MULTICULTURALISM/DIVERSITY* THE UNIVERSITY OF SAINT JOSEPH IS COMMITTED TO FOSTERING THE GROWTH OF AN INCLUSIVE COMMUNITY THAT WELCOMES DIFFERENCES AMONG COMMUNITY MEMBERS AND BENEFITS FROM THEM. |
| FORM 990, PART III, LINE 4A | COLLEGE AND MASTERS/DOCTORAL PROGRAMS: In June 2017, the University's Board of Trustees voted unanimously to make the undergraduate college coeducational, accepting men as students beginning with the 2018-2019 academic year. Students select from an array of dynamic majors and minors, dual majors, and concentrations, and then proceed to realizing their ambitions. Experiential learning is incorporated across the curriculum and faculty prepare students for meaningful professional careers. Seamless degree programs save time and money, and build the foundation for a great career as many degree programs lead to professional licenses. Amidst textbooks and lectures, students complete internships, clinical rotations, and pre-professional experiences effectively applying course material to everyday situations and gaining experience that will help them rise above stiff competition in the job market. As an NCAA Division III school, the University of Saint Joseph hosts 14 varsity teams, in addition to intramurals and numerous recreation and wellness programs. The University is a member of the National Collegiate Athletic Association (NCAA) and the Great Northeast Athletic Conference (GNAC). The 90-acre suburban campus in prestigious West Hartford, Connecticut is known among colleges for its aesthetics and prime location: a few miles from major Hartford employers or entertainment and shopping in Blue Back Square, and mid-way between Boston and New York City. IN ADDITION TO THE UNDERGRADUATE COLLEGE WITH 805 STUDENTS ENROLLED, THE UNIVERSITY OF SAINT JOSEPH HAS A GRADUATE AND PROFESSIONAL STUDIES PROGRAM OFFERING MASTER'S DEGREES AND CERTIFICATES TO 1,243 STUDENTS; A WEEKEND PROGRAM SERVING 98 ADULT LEARNERS PURSUING THEIR BACCALAUREATE DEGREES; A DOCTOR OF NURSING PRACTICE PROGRAM WITH 15 STUDENTS ENROLLED IN 2018 AND A SCHOOL OF PHARMACY, LOCATED IN DOWNTOWN HARTFORD, CONNECTICUT, OFFERING A UNIQUE THREE-CALENDAR-YEAR DOCTORAL DEGREE (PHARM.D.) PROGRAM IN PHARMACY. IN 2018, THE SCHOOL HAD 233 STUDENTS. In 2016, USJ announced that its new Physician Assistant (PA) Program was granted Accreditation-Provisional status by the Accreditation Review Commission on Education for the Physician Assistant (ARC-PA).This accreditation - the first in a multi-step accreditation process - allowed USJ to enroll the inaugural class of its PA Program in January 2017. USJ's new PA Program is a 28-month, coeducational program focusing on collaborative approaches to patient-centered care that enhances treatment plans and can improve outcomes in a changing and evolving healthcare environment. IN 2018, THE PA PROGRAM HAD 71 STUDENTS. |
| FORM 990, PART III, LINE 4B | Model Schools: THE UNIVERSITY IS HOME TO TWO MODEL SCHOOLS: THE GENGRAS CENTER AND THE SCHOOL FOR YOUNG CHILDREN. THE GENGRAS CENTER IS A STATE-APPROVED PRIVATE SPECIAL EDUCATION FACILITY THAT PROVIDES HIGHLY STRUCTURED, INTENSIVE AND SELF-CONTAINED SPECIAL EDUCATION PROGRAMS FOR ELEMENTARY, MIDDLE AND HIGH SCHOOL STUDENTS. IN 2018, IT SERVED 140 STUDENTS FROM SURROUNDING COMMUNITIES. AT THE CENTER, UNIVERSITY OF SAINT JOSEPH STUDENTS FULFILL REQUIRED CLASSES IN THE FIELDS OF SPECIAL EDUCATION, NURSING, SOCIAL WORK, COUNSELING, AND NUTRITION. IN MAY 2015, THE GENGRAS CENTER OPENED A NEW FACILITY, THE CENTER FOR APPLIED RESEARCH AND EDUCATION (CARE). WITH THIS EXPANDED CAPACITY, THE GENGRAS CENTER CAN NOW SERVE THE NEEDS OF STUDENTS WITH AUTISM SPECTRUM DISORDERS AND DEVELOPMENTAL DISABILITIES. THE 22,000 SQUARE FOOT FACILITY INCLUDES A GYM, ART ROOM, ADDITIONAL THERAPY SPACE, AND NEW CLASSROOMS SPECIFICALLY DESIGNED FOR STUDENTS WITH AUTISM. THE SCHOOL FOR YOUNG CHILDREN IS A NATIONALLY-ACCREDITED PRESCHOOL WHICH HAS BEEN SERVING CHILDREN SINCE 1936; IN 2018, IT ENROLLED 111 STUDENTS. IT SERVES AS A TRAINING PROGRAM FOR UNIVERSITY STUDENTS PURSUING CAREERS IN EARLY CHILDHOOD EDUCATION AND RELATED FIELDS. FORM 990, PART VI, QUESTION 6 ORGANIZATION'S MEMBERS: THE CONFERENCE FOR MERCY HIGHER EDUCATION, INC. ACTS AS A CORPORATE MEMBER OF THE UNIVERSITY OF SAINT JOSEPH. FORM 990, PART VI, QUESTION 7A ROLE OF SISTERS OF MERCY: ELECTION TO THE BOARD OF TRUSTEES IS BY MAJORITY VOTE OF THE UNICAMERAL BODY, WHICH CONSISTS OF THE BOARD OF TRUSTEES, AND ONE PERSON DESIGNATED BY THE MEMBER OF THE CORPORATION (THE CONFERENCE FOR MERCY HIGHER EDUCATION, INC., A MARYLAND NON-STOCK, NOT-FOR-PROFIT CORPORATION, ACTING BY AND THROUGH ITS DULY CONSTITUTED AND AUTHORIZED OFFICERS). |
| FORM 990, PART VI, QUESTION 7B | MEMBER ACTIONS: THE FOLLOWING ACTIONS REQUIRE AN AFFIRMATIVE VOTE BY THE MEMBER OF THE CORPORATION (THE CONFERENCE FOR MERCY HIGHER EDUCATION, INC.) IN ORDER TO BE VALID: *DISSOLUTION OF THE CORPORATION, OR CESSATION OF OPERATION AS A UNIVERSITY AND INSTITUTION OF HIGHER EDUCATION; *SALE OF LAND; *SALE, LEASE, EXCHANGE, MORTGAGE, PLEDGE, OR ANY OTHER DISPOSITION OF OTHER ASSETS OR PROPERTY OF THE CORPORATION, IN OTHER THAN THE ORDINARY COURSE OF BUNINESS; AND *APPOINTMENT OR REMOVAL OF THE PRESIDENT OF THE UNIVERSITY IS BY MAJORITY VOTE OF THE UNICAMERAL BODY, WHICH CONSISTS OF THE BOARD OF TRUSTEES AND ONE PERSON DESIGNATED BY THE MEMBER OF THE CORPORATION (THE CONFERENCE FOR MERCY HIGHER EDUCATION, INC.). |
| FORM 990, PART VI, QUESTION 11A | FORM 990 REVIEW PROCESS: THE FORM 990 IS REVIEWED IN DRAFT FORM BY THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES. THE FINAL VERSION IS DISTRIBUTED TO THE BOARD OF TRUSTEES IN ADVANCE OF FILING. |
| FORM 990, PART VI, QUESTION 12 | CONFLICT OF INTEREST POLICY: THE PRESIDENT'S OFFICE SENDS ANNUAL CONFLICT OF INTEREST QUESTIONNAIRES TO MEMBERS OF THE BOARD OF TRUSTEES. If a conflict of interest is identified, the trustee member shall refrain from participating in any action on matters except upon approval of the Board after full and frank disclosure. THE SENIOR VICE PRESIDENT FOR FINANCE AND STRATEGY REVIEWS THE COMPLETED QUESTIONNAIRES, AND PRESENTS THE RESULTS TO THE BOARD'S AUDIT COMMITTEE. |
| FORM 990, PART VI, QUESTIONS 15A AND SCHEDULE J PART I, QUESTION 3 | COMPENSATION POLICY: THE PROCESS FOR DETERMINING THE COMPENSATION FOR THE PRESIDENT MEETS THE THREE REQUIREMENTS OF THE REBUTTABLE PRESUMPTION. COMPENSATION FOR THE UNIVERSITY'S PRESIDENT IS SET BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES, WHICH IS COMPOSED OF INDIVIDUALS WHO DO NOT HAVE A CONFLICT OF INTEREST REGARDING THE TRANSACTION. THE PROCESS INCLUDES THE COMPARISON WITH COMPENSATION OF PRESIDENTS OF COMPARABLE INSTITUTIONS, BY MEANS OF INDUSTRY SURVEYS AND REVIEW FORMS 990; AND CONTEMPORANEOUS DOCUMENTATION OF DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION AGREEMENT. THE PRESIDENT'S COMPENSATION AGREEMENT IS A WRITTEN DOCUMENT. THIS FULL PROCESS WAS MOST RECENTLY UNDERTAKEN DURING THE YEAR ENDED JUNE 30, 2019. |
| FORM 990, PART VI, LINE 19 | PUBLIC DISCLOSURE: THE ORGANIZATION'S FORM 990, GOVERNING DOCUMENTS, AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. THE FORM 990 IS ALSO POSTED ON WWW.GUIDESTAR.ORG. IN ADDITION, THE AUDITED FINANCIAL STATEMENTS ARE AVAILABLE THROUGH THE UNIVERSITY'S WEBSITE. |
| FORM 990, PART X, LINES 27-29 | NET ASSET CLASSIFICATION: THE FASB ISSUED ACCOUNTING STANDARDS UPDATE (ASU) 2016-14 NOT-FOR-PROFIT ENTITIES (TOPIC 958), PRESENTATION OF FINANCIAL STATEMENTS OF NOT-FOR-PROFIT ENTITIES, WHICH AMONG OTHER THINGS, CHANGES HOW NOT-FOR-PROFIT ENTITIES REPORT NET ASSET CLASSES. THE SIGNIFICANT REQUIREMENTS OF ASU 2016-14 INCLUDE REDUCTION IN THE NUMBER OF NET ASSET CLASSES FROM THREE TO TWO: WITH DONOR RESTRICTIONS (FORMERLY REPORTED AS TEMPORARILY RESTRICTED NET ASSETS AND PERMANENTLY RESTRICTED NET ASSETS) AND WITHOUT DONOR RESTRICTIONS (FORMERLY REPORTED AS UNRESTRICTED NET ASSETS). THE 2018 FORM 990, PART X WAS NOT UPDATED TO REFLECT THE CHANGE IN NET ASSET CLASS TERMINOLOGY; THEREFORE, THE UNIVERSITY HAS REPORTED NET ASSETS WITHOUT DONOR RESTRICTION AS UNRESTRICTED NET ASSETS AND NET ASSETS WITH DONOR RESTRICTIONS AS TEMPORARILY RESTRICTED NET ASSETS AND PERMANENTLY RESTRICTED NET ASSETS, RESPECTIVELY. |
| FORM 990, PART XI, LINE 9 | OTHER CHANGES IN NET ASSETS OR FUND BALANCES: CHANGE IN FV OF INTEREST RATE SWAP $(3,184,000) |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONFERENCE FOR MERCY HIGHER EDUCATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8380 COLESVILL RD SUITE 300 | AddressLine1Txt |
| City | SILVER SPRING | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20910 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 431973007 | EIN |
| Primary Activities | EDUCATION | PrimaryActivitiesTxt |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 1 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | false | ControlledOrganizationInd |
| 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 | false | 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 |