SAINT JOSEPHS UNIVERSITY: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- SAINT JOSEPHS UNIVERSITY (EIN 23-1352674)
- Tax period
- 2014-06-01 to 2015-05-31
- Filed
- 2016-04-15
- IRS object ID
- 201611069349300906
- Schema version
- 2014v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-04-15T13:49:28-05:00 | ReturnTs |
| Tax Period End | 2015-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 MARKET STREET 25TH FLOOR | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191033984 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231352674 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAINT JOSEPH'S UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STJO | BusinessNameControlTxt |
| Phone | 6106601320 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5600 CITY AVENUE | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19131 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID R BEAUPRE | PersonNm |
| Person Title | VP FINANCE & ADMIN, TREASURER | PersonTitleTxt |
| Phone | 6106601320 | PhoneNum |
| Signature | 2016-04-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CYNTHIA W PAOLILLO | PreparerPersonNm |
| PTIN | P01410071 | PTIN |
| Phone | 2152462300 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | REV C KEVIN GILLESPIE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5600 CITY AVENUE | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19131 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $321,117,990 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SJU.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1851 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | AS PHILADELPHIA'S JESUIT CATHOLIC UNIVERSITY, SAINT JOSEPH'S PROVIDES A RIGOROUS, STUDENT-CENTERED EDUCATION ROOTED IN THE LIBERAL ARTS. WE PREPARE STUDENTS FOR PERSONAL EXCELLENCE, PROFESSIONAL SUCCESS, AND ENGAGED CITIZENSHIP. STRIVING TO BE AN INCLUSIVE AND DIVERSE COMMUNITY THAT EDUCATES AND CARES FOR THE WHOLE PERSON, WE ENCOURAGE AND MODEL LIFELONG COMMITMENT TO THINKING CRITICALLY, MAKING ETHICAL DECISIONS, PURSUING SOCIAL JUSTICE, AND FINDING GOD IN ALL THINGS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 33 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 31 | VotingMembersIndependentCnt |
| Total Employee | 3785 | TotalEmployeeCnt |
| Total Volunteers | 36 | TotalVolunteersCnt |
| Total Gross UBI | $1,684,112 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$71,324 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $21,506,781 | PYContributionsGrantsAmt |
| CY Contributions Grants | $17,848,791 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $269,349,237 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $287,392,233 | CYProgramServiceRevenueAmt |
| PY Investment Income | $5,329,583 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,313,064 | CYInvestmentIncomeAmt |
| PY Other Revenue | $11,706,309 | PYOtherRevenueAmt |
| CY Other Revenue | $13,163,327 | CYOtherRevenueAmt |
| PY Total Revenue | $307,891,910 | PYTotalRevenueAmt |
| CY Total Revenue | $320,717,415 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $80,674,525 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $87,605,896 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $118,117,942 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $112,098,985 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $6,626,094 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $94,984,150 | PYOtherExpensesAmt |
| CY Other Expenses | $98,282,152 | CYOtherExpensesAmt |
| PY Total Expenses | $293,776,617 | PYTotalExpensesAmt |
| CY Total Expenses | $297,987,033 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $14,115,293 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $22,730,382 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $659,920,281 | TotalAssetsBOYAmt |
| Total Assets EOY | $677,140,152 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $281,799,396 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $275,895,952 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $378,120,885 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $401,244,200 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | AS PHILADELPHIA'S JESUIT CATHOLIC UNIVERSITY, SAINT JOSEPH'S PROVIDES A RIGOROUS, STUDENT-CENTERED EDUCATION ROOTED IN THE LIBERAL ARTS. WE PREPARE STUDENTS FOR PERSONAL EXCELLENCE, PROFESSIONAL SUCCESS, AND ENGAGED CITIZENSHIP. STRIVING TO BE AN INCLUSIVE AND DIVERSE COMMUNITY THAT EDUCATES AND CARES FOR THE WHOLE PERSON, WE ENCOURAGE AND MODEL LIFELONG COMMITMENT TO THINKING CRITICALLY, MAKING ETHICAL DECISIONS, PURSUING SOCIAL JUSTICE, AND FINDING GOD IN ALL THINGS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $264,477,769 | ExpenseAmt |
| Grant | $87,605,896 | GrantAmt |
| Revenue | $297,727,463 | RevenueAmt |
| Desc | SAINT JOSEPH'S UNIVERSITY ADVANCES THE PROFESSIONAL AND PERSONALAMBITIONS OF MEN AND WOMEN BY PROVIDING A DEMANDING YET SUPPORTIVE,EDUCATIONAL EXPERIENCE. ONE OF ONLY 153 SCHOOLS WITH A PHI BETA KAPPACHAPTER AND AACSB BUSINESS SCHOOL ACCREDITATION, SAINT JOSEPH'S IS HOMETO 4,850 TRADITIONAL UNDERGRADUATES, 590 COLLEGE OF PROFESSIONALAND LIBERAL STUDIES AND HAUB DEGREE COMPLETION STUDENTS, AND 3,520 GRADUATE AND DOCTORAL STUDENTS.THE UNIVERSITY STRIVES TO BE RECOGNIZED AS THE PREEMINENT CATHOLICCOMPREHENSIVE UNIVERSITY IN THE NORTHEAST. SAINT JOSEPH'S OFFERS OVER55 UNDERGRADUATE DAY MAJORS AND 50 MINORS, AND OVER 30 DEGREE COMPLETION AND CERFITICATE PROGRAMS INCLUDING ONLINE OPTIONS. GRADUATE PROGRAMS INCLUDE OVER 40 AREAS OF STUDY WITH MANY PROGRAMS OFFERING BOTH CAMPUS-BASED AND OLINE DELIVERY OPTIONS. SPECIAL PROGRAMS INCLUDE STUDY ABROAD, HONORS PROGRAM, COOPERATIVE EDUCATION PROGRAM, SUMMER SCHOLARS, SERVICE-LEARNING, AND FAITH-JUSTICE STUDIES. | Desc |
| Total Program Service Expenses | $264,477,769 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 288 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 3785 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 33 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 31 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSEPH E CASSIDY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6106601331 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5600 CITY AVENUE | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191311395 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (52 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| C KEVIN GILLESPIE SJ | |||||||||
| PRESIDENT | 40.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| MARLENE S DOONER | |||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| DENNIS M DURKIN | |||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| GERIANNE TRINGALI DIPIANO | |||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| PHILIP L BOROUGHS SJ | |||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARK A CASALE | |||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| ROBERT J BOWMAN | |||||||||
| VICE CHAIR | 10.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN J GRIFFIN JR | |||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| WILLIAM A HARVEY | |||||||||
| VICE CHAIR | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| DANIEL J HILFERTY III | |||||||||
| VICE CHAIR | 10.00 | Yes (X) | $0 | $0 | $0 | ||||
| MICHAEL L KEMPSKI | |||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| GEORGE W BUR | |||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| LYNN B MCKEE | |||||||||
| SECRETARY | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOSEPH J MCLAUGHLIN JR | |||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| EDWARD W MONEYPENNY | |||||||||
| CHAIR | 10.00 | Yes (X) | $0 | $0 | $0 | ||||
| REV BRUCE MORRILL SJ | |||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| MAUREEN A O'CONNOR | |||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| REV SCOTT PILARZ | |||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| JAMES FLEMING SJ | |||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| MATTHEW P CLIFTON | |||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| MICHAEL P CURRAN | |||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| GERALD J CORCORAN JR | |||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| BRUCE A CRAWLEY | |||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| REV THOMAS B CURRAN | |||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOSEPH F KESSLER ESQ | |||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| BRENDAN G LALLY SJ | |||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| THE HONORABLE DOMINIC F PILEGGI | |||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| MICHAEL F SWANICK | |||||||||
| TRUSTEE | 8.00 | Yes (X) | $0 | $0 | $0 | ||||
| SEAN S SWEENEY | |||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| TIMOTHY J MAGUIRE | |||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARY K SCULLION RSM | |||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| DR RAYMOND G WASHINGTON JR | |||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| JAMES NORRIS | |||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| LOUIS MAYER | |||||||||
| VP - FIN. AFFAIRS & TREA | 40.00 | Yes (X) | $257,031 | $0 | $39,328 | ||||
| MARIANNE SCHIMELFENIG | |||||||||
| GENERAL COUNSEL | 40.00 | Yes (X) | $243,256 | $0 | $43,603 | ||||
| JOHN SMITHSON | |||||||||
| SENIOR V.P. | 40.00 | Yes (X) | $250,289 | $0 | $38,195 | ||||
| ROSALIND REICHARD | |||||||||
| INTERIM PROVOST | 40.00 | Yes (X) | $135,503 | $0 | $17,280 | ||||
| KEVIN ROBINSON | |||||||||
| VP - ADMIN. SERVICE | 40.00 | $247,554 | $0 | $53,328 | Yes (X) | ||||
| JOAN CHRESTAY | |||||||||
| VP - EXTERNAL AFFAIRS | 40.00 | $189,744 | $0 | $48,758 | Yes (X) | ||||
| CARY ANDERSON | |||||||||
| VP - STUDENT LIFE | 40.00 | $228,719 | $0 | $50,155 | Yes (X) | ||||
| E SPRINGS STEELE | |||||||||
| VP - MISSION & IDENTITY | 40.00 | $188,056 | $0 | $47,070 | Yes (X) | ||||
| MARTIN FARRELL | |||||||||
| VP - DEVELOPMENT | 40.00 | $321,000 | $0 | $30,217 | Yes (X) | ||||
| JOSEPH A DIANGELO JR | |||||||||
| DEAN, HSB | 40.00 | $373,786 | $0 | $55,412 | Yes (X) | ||||
| DOMINICK J DIJULIA | |||||||||
| VP FOR ATHLETICS | 40.00 | $226,615 | $0 | $51,278 | Yes (X) | ||||
| FRAN DISANTI | |||||||||
| CIO | 40.00 | $202,205 | $0 | $45,750 | Yes (X) | ||||
| SHARON EISENMANN | |||||||||
| VP - HUMAN RESOURCES | 40.00 | $168,770 | $0 | $34,545 | Yes (X) | ||||
| PHILIP MARTELLI | |||||||||
| HEAD COACH, M. BSKBALL | 40.00 | $921,845 | $0 | $63,535 | Yes (X) | ||||
| CYNTHIA GRIFFIN | |||||||||
| HEAD COACH, WM. BSKBALL | 40.00 | $279,968 | $0 | $73,196 | Yes (X) | ||||
| EDGAR ST PIERRE | |||||||||
| PROFESSOR | 40.00 | $223,565 | $0 | $33,044 | Yes (X) | ||||
| STEPHANIE PRICKEN | |||||||||
| AVP FIN PLANNING & ANAL. | 40.00 | $215,012 | $0 | $26,158 | Yes (X) | ||||
| STEPHEN PORTH | |||||||||
| PROFESSOR | 40.00 | $209,743 | $0 | $46,513 | Yes (X) | ||||
| KATHLEEN GAVAL | |||||||||
| VP - PLANNING | 40.00 | $288,849 | $0 | $63 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $5,171,510 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $797,428 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 194 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ARAMARK | |||||
| 1101 MARKET STREET | PHILADELPHIA | PA | 19107 | CONTRACTOR-FOOD SERVICE | $8,033,956 |
| IRWIN & LEIGHTON INC | |||||
| 1030 CONTINENTAL DRIVE | KING OF PRUSSIA | PA | 19406 | CONTRACTOR-CONSTRUCTION | $4,991,207 |
| THE ARTHUR JACKSON COMPANY | |||||
| 7025 WEST CHESTER PIKE | UPPER DARBY | PA | 19082 | HOUSEKEEPING | $3,520,249 |
| HOWELL PARTNERS LLC | |||||
| 100 CHETWYND DRIVE STE 105 | BRYN MAWR | PA | 19010 | COMMUNICATIONS FIRM | $2,440,111 |
| EMCOR SERVICES | |||||
| 9815 ROOSEVELT BOULEVARD SUITE A | PHILADELPHIA | PA | 19114 | CONTRACTOR-CONSTRUCTION | $1,869,019 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 72 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $900,041 | FundraisingAmt |
| Government Grants | $2,410,706 | GovernmentGrantsAmt |
| All Other Contributions | $14,538,044 | AllOtherContributionsAmt |
| Noncash Contributions | $1,123,793 | NoncashContributionsAmt |
| Total Contributions | $17,848,791 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| ACAD SRVS - TUITION | 611310 | $250,756,695 | $250,756,695 | |
| CAFETERIA & DORMIT | 531110 | $34,085,828 | $34,024,411 | $61,417 |
| ATHLETICS | 541800 | $2,467,610 | $1,940,367 | $527,243 |
| FITNESS CENTER | 713940 | $82,100 | $51,965 | $30,135 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $287,392,233 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,500,959 | TotalRevenueColumnAmt |
| Exclusion | $2,500,959 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,072,381 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,072,381 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,072,381 | TotalRevenueColumnAmt |
| Exclusion | $1,072,381 | ExclusionAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $187,895 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -$187,895 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$187,895 | TotalRevenueColumnAmt |
| Exclusion | -$187,895 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $162,620 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $900,041 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $212,680 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$50,060 | TotalRevenueColumnAmt |
| Exclusion | -$50,060 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| UNIV PRESS EXT INC | 511190 | $231,163 | $231,163 | |
| FACILITIES RENTAL | 611710 | $51,311 | $51,311 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,858,532 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $10,954,025 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $834,154 | UnrelatedBusinessRevenueAmt |
| Exclusion | $70,353 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $12,141,006 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $320,717,415 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $297,727,463 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,684,112 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,457,049 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,605,896 | TotalAmt |
| Program Services | $87,605,896 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,610,387 | TotalAmt |
| Program Services | $2,579,529 | ProgramServicesAmt |
| Management And General | $1,719,686 | ManagementAndGeneralAmt |
| Fundraising | $311,172 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,409,832 | TotalAmt |
| Program Services | $70,872,455 | ProgramServicesAmt |
| Management And General | $8,004,546 | ManagementAndGeneralAmt |
| Fundraising | $3,532,831 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,022,055 | TotalAmt |
| Program Services | $5,727,809 | ProgramServicesAmt |
| Management And General | $912,867 | ManagementAndGeneralAmt |
| Fundraising | $381,379 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,536,232 | TotalAmt |
| Program Services | $8,366,797 | ProgramServicesAmt |
| Management And General | $2,653,333 | ManagementAndGeneralAmt |
| Fundraising | $516,102 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,520,479 | TotalAmt |
| Program Services | $5,413,664 | ProgramServicesAmt |
| Management And General | $815,060 | ManagementAndGeneralAmt |
| Fundraising | $291,755 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,456,730 | TotalAmt |
| Management And General | $1,456,700 | ManagementAndGeneralAmt |
| Fundraising | $30 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $243,162 | TotalAmt |
| Program Services | $243,162 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,927,797 | TotalAmt |
| Program Services | $4,389,620 | ProgramServicesAmt |
| Management And General | $2,162,052 | ManagementAndGeneralAmt |
| Fundraising | $376,125 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,834,094 | TotalAmt |
| Program Services | $2,820,274 | ProgramServicesAmt |
| Fundraising | $13,820 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,265,624 | TotalAmt |
| Program Services | $809,513 | ProgramServicesAmt |
| Management And General | $398,716 | ManagementAndGeneralAmt |
| Fundraising | $57,395 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,706,528 | TotalAmt |
| Program Services | $2,067,478 | ProgramServicesAmt |
| Management And General | $595,436 | ManagementAndGeneralAmt |
| Fundraising | $43,614 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,569,332 | TotalAmt |
| Program Services | $10,169,746 | ProgramServicesAmt |
| Management And General | $399,586 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,210,842 | TotalAmt |
| Program Services | $1,768,673 | ProgramServicesAmt |
| Management And General | $372,294 | ManagementAndGeneralAmt |
| Fundraising | $69,875 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,717,001 | TotalAmt |
| Program Services | $2,173,601 | ProgramServicesAmt |
| Management And General | $453,347 | ManagementAndGeneralAmt |
| Fundraising | $90,053 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,791,483 | TotalAmt |
| Program Services | $8,791,483 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,531,943 | TotalAmt |
| Program Services | $16,531,943 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $900,827 | TotalAmt |
| Program Services | $801,736 | ProgramServicesAmt |
| Management And General | $99,091 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| FOOD | $10,953,911 | $10,226,187 | $580,820 | $146,904 |
| ONLINE COURSE EXPENSE | $5,399,500 | $5,399,500 | $0 | $0 |
| STUDY ABROAD | $3,947,867 | $3,947,867 | $0 | $0 |
| EQUIPMENT RENTAL & MAIN | $2,571,629 | $2,057,303 | $490,284 | $24,042 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,253,882 | TotalAmt |
| Program Services | $11,713,533 | ProgramServicesAmt |
| Management And General | $5,769,352 | ManagementAndGeneralAmt |
| Fundraising | $770,997 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $297,987,033 | TotalAmt |
| Program Services | $264,477,769 | ProgramServicesAmt |
| Management And General | $26,883,170 | ManagementAndGeneralAmt |
| Fundraising | $6,626,094 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,421,730 | BOYAmt |
| EOY | $50,243,756 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,819,202 | BOYAmt |
| EOY | $10,579,747 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,937,198 | BOYAmt |
| EOY | $7,782,620 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,098,945 | BOYAmt |
| EOY | $15,476,616 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,517,355 | BOYAmt |
| EOY | $3,892,442 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $572,904,356 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $211,962,055 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $359,591,422 | BOYAmt |
| EOY | $360,942,301 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $217,587,937 | BOYAmt |
| EOY | $224,198,886 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,946,492 | BOYAmt |
| EOY | $4,023,784 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $659,920,281 | BOYAmt |
| EOY | $677,140,152 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,276,755 | BOYAmt |
| EOY | $31,328,465 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,911,347 | BOYAmt |
| EOY | $19,424,568 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $222,547,089 | BOYAmt |
| EOY | $218,960,066 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,064,205 | BOYAmt |
| EOY | $6,182,853 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $281,799,396 | BOYAmt |
| EOY | $275,895,952 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $264,289,763 | BOYAmt |
| EOY | $280,994,273 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,927,806 | BOYAmt |
| EOY | $63,656,822 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,903,316 | BOYAmt |
| EOY | $56,593,105 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $378,120,885 | BOYAmt |
| EOY | $401,244,200 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $659,920,281 | BOYAmt |
| EOY | $677,140,152 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $22,730,382 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $392,933 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | Yes (1) | GrantsOtherOrganizationsInd |
| Grants Other Organizations | $263,327 | GrantsOtherOrganizationsAmt |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $263,327 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1, LOBBYING ACTIVITIES: | FormAndLineReferenceDesc |
| Explanation | LOBBYING PAYMENTS WERE MADE TO BUCHANAN INGERSOLL & ROONEY P.C., DUANE MORRIS GOVERNMENT STRATEGIES, AND S.R. WOJDAK & ASSOCIATES. THESE FIRMS HAVE BEEN ENGAGED TO PROVIDE LEGISLATIVE ADVOCACY SERVICES TO THE UNIVERSITY. | ExplanationTxt |
Schedule D IRS990ScheduleD
Held Works Art HeldWorksArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $343,425 | RevenuesIncludedAmt |
| Assets Included | $1,121,478 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $209,285,519 | BeginningYearBalanceAmt |
| Contributions | $6,281,217 | ContributionsAmt |
| Investment Earnings Or Losses | $7,432,402 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,093,775 | OtherExpendituresAmt |
| End Year Balance | $215,905,363 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $193,169,663 | BeginningYearBalanceAmt |
| Contributions | $2,565,618 | ContributionsAmt |
| Investment Earnings Or Losses | $21,666,890 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $8,116,652 | OtherExpendituresAmt |
| End Year Balance | $209,285,519 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $168,833,567 | BeginningYearBalanceAmt |
| Contributions | $5,382,480 | ContributionsAmt |
| Investment Earnings Or Losses | $24,252,776 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,299,160 | OtherExpendituresAmt |
| End Year Balance | $193,169,663 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $173,114,960 | BeginningYearBalanceAmt |
| Contributions | $4,594,751 | ContributionsAmt |
| Investment Earnings Or Losses | -$5,049,963 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,826,181 | OtherExpendituresAmt |
| End Year Balance | $168,833,567 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $145,050,622 | BeginningYearBalanceAmt |
| Contributions | $5,379,707 | ContributionsAmt |
| Investment Earnings Or Losses | $26,141,731 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,457,100 | OtherExpendituresAmt |
| End Year Balance | $173,114,960 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.53000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.21000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.26000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $35,939,787 | OtherCostOrOtherBasisAmt |
| Book Value | $35,939,787 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $440,369,015 | OtherCostOrOtherBasisAmt |
| Depreciation | $150,468,194 | DepreciationAmt |
| Book Value | $289,900,821 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $68,435,939 | OtherCostOrOtherBasisAmt |
| Depreciation | $50,849,376 | DepreciationAmt |
| Book Value | $17,586,563 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $28,159,615 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,644,485 | DepreciationAmt |
| Book Value | $17,515,130 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $360,942,301 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| STUDENT AND OTHER DEPOSITS | $3,188,689 |
| REFUNDABLE GOVERNMENT LOAN FUNDS | $2,359,286 |
| LEASES PAYABLE | $634,878 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $6,182,853 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $236,516,609 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $392,933 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $412,653 | OtherRevenueAmt |
| Revenue Not Reported | $805,586 | RevenueNotReportedAmt |
| Revenue Subtotal | $235,711,023 | RevenueSubtotalAmt |
| Other Revenues Not Included | $85,006,392 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $85,006,392 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $320,717,415 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $213,393,294 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $412,653 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $412,653 | ExpensesNotReportedAmt |
| Expenses Subtotal | $212,980,641 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $85,006,392 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $85,006,392 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $297,987,033 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | GAAP REQUIRES THAT A TAX POSITION BE RECOGNIZED OR DERECOGNIZED BASED ON A "MORE LIKELY THAN NOT" THRESHOLD. THIS APPLIES TO POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE UNIVERSITY DOES NOT BELIEVE ITS FINANCIAL STATEMENTS INCLUDE ANY UNCERTAIN TAX POSITIONS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CONSOLIDATED AFFILIATES REVENUE NET OF ELIMINATIONS 412,653. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIPS RECLASSED 85,006,392. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | CONSOLIDATED AFFILIATES EXPENSES NET OF ELIMINATIONS 412,653. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIPS RECLASSED 85,006,392. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | THE NON-DISCRIMATION POLICY IS PRESENTED IN RECRUITING MATERIALS. |
| SCHEDULE E, PART I, LINE 6 | SAINT JOSEPH'S UNIVERSITY PARTICIPATED IN THE FOLLWING PROGRAMS: FEDERAL PELL GRANT, PERKINS STUDENT LOAN PROGRAM, SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANT, COLLEGE WORK STUDY, STAFFORDS STUDENT LOAN PROGRAM, PARENT LOANS FOR UNDERGRADUATE STUDENTS AND DEPARTMENT OF HEALTH AND HUMAN SERVICES STATE - INSTITUTIONAL ASSISTANCE GRANT PROGRAM OF THE PENNSYLVANIA HIGHER EDUCATION ASSISTANCE AGENCY AND PASSPORT PROGRAM. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | HSB RMI'S DINNER | Event1Nm |
| Gross Receipts Event1 | $403,700 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $344,830 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $58,870 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $35,000 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $25,233 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $5,380 | OtherDirectExpensesEvent1Amt |
| Event2 | HSB DEAN'S DINNER | Event2Nm |
| Gross Receipts Event2 | $312,416 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $275,366 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $37,050 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $299 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $60,618 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $12,450 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $10,083 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $346,545 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $279,845 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $66,700 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $52,178 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $5,000 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $6,439 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $1,062,661 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $900,041 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $162,620 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $299 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $147,796 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $42,683 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $21,902 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $212,680 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$50,060 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
| Total501c3 Org | 0 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (6 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|
| SCHOLARSHIP | 5681 | $85,006,392 | $0 | EDUCATION |
| GRADUATE ASSISTANT COURSE | 102 | $783,442 | $0 | EDUCATION |
| PROGRAM SCHOLARSHIP | 206 | $578,334 | $0 | EDUCATION |
| RESIDENT ASSISTANT ROOMS | 86 | $746,409 | RESIDENT ASSISTANCE | |
| RESIDENT ASSISTANCE BOARD | 86 | $424,186 | $0 | RESIDENT ASSISTANCE |
| ATHLETIC BOOKS & SUPPLIES | 160 | $67,133 | $0 | ATHLETIC BOOKS AND SUPPLIES |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (19 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LOUIS MAYER | ||||||||||||||
| VP - FIN. AFFAIRS & TREA | $257,031 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $39,328 | $0 | $296,359 | $0 | $0 | $0 |
| MARIANNE SCHIMELFENIG | ||||||||||||||
| GENERAL COUNSEL | $243,256 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $43,603 | $0 | $286,859 | $0 | $0 | $0 |
| JOHN SMITHSON | ||||||||||||||
| SENIOR V.P. | $250,289 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $38,195 | $0 | $288,484 | $0 | $0 | $0 |
| ROSALIND REICHARD | ||||||||||||||
| INTERIM PROVOST | $135,503 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $17,280 | $0 | $152,783 | $0 | $0 | $0 |
| KEVIN ROBINSON | ||||||||||||||
| VP - ADMIN. SERVICE | $247,554 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $53,328 | $0 | $300,882 | $0 | $0 | $0 |
| JOAN CHRESTAY | ||||||||||||||
| VP - EXTERNAL AFFAIRS | $189,744 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $48,758 | $0 | $238,502 | $0 | $0 | $0 |
| CARY ANDERSON | ||||||||||||||
| VP - STUDENT LIFE | $228,719 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $50,155 | $0 | $278,874 | $0 | $0 | $0 |
| E SPRINGS STEELE | ||||||||||||||
| VP - MISSION & IDENTITY | $188,056 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $47,070 | $0 | $235,126 | $0 | $0 | $0 |
| MARTIN FARRELL | ||||||||||||||
| VP - DEVELOPMENT | $321,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $30,217 | $0 | $351,217 | $0 | $0 | $0 |
| JOSEPH A DIANGELO JR | ||||||||||||||
| DEAN, HSB | $373,786 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $55,412 | $0 | $429,198 | $0 | $0 | $0 |
| DOMINICK J DIJULIA | ||||||||||||||
| VP FOR ATHLETICS | $226,615 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $51,278 | $0 | $277,893 | $0 | $0 | $0 |
| FRAN DISANTI | ||||||||||||||
| CIO | $202,205 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $45,750 | $0 | $247,955 | $0 | $0 | $0 |
| SHARON EISENMANN | ||||||||||||||
| VP - HUMAN RESOURCES | $168,770 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $34,545 | $0 | $203,315 | $0 | $0 | $0 |
| PHILIP MARTELLI | ||||||||||||||
| HEAD COACH, M. BSKBALL | $921,845 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $63,535 | $0 | $985,380 | $0 | $0 | $0 |
| CYNTHIA GRIFFIN | ||||||||||||||
| HEAD COACH, WM. BSKBALL | $279,968 | $0 | $0 | $0 | $0 | $0 | $40,000 | $0 | $33,196 | $0 | $353,164 | $0 | $0 | $0 |
| EDGAR ST PIERRE | ||||||||||||||
| PROFESSOR | $223,565 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $33,044 | $0 | $256,609 | $0 | $0 | $0 |
| STEPHANIE PRICKEN | ||||||||||||||
| AVP FIN PLANNING & ANAL. | $215,012 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $26,158 | $0 | $241,170 | $0 | $0 | $0 |
| STEPHEN PORTH | ||||||||||||||
| PROFESSOR | $209,743 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $46,513 | $0 | $256,256 | $0 | $0 | $0 |
| KATHLEEN GAVAL | ||||||||||||||
| VP - PLANNING | $288,849 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $63 | $0 | $288,912 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | KEVIN GILLESPIE, S.J. - MEMBERSHIP, UNION LEAGUE AND GOLF CLUB; RESIDENCE FOR PERSONAL USE. MARTIN FARRELL - MEMBERSHIP, APPLEBROOK GOLF CLUB. PHILIP MARTELLI AND CYNTHIA GRIFFIN HAVE TRAVEL FOR COMPANIONS. |
| PART I, LINE 4A | KATHLEEN GAVAL WAS A FORMER KEY EMPLOYEE WHO PARTICIPATED IN THE UNIVERSITY'S VOLUNTARY SEPARATION PROGRAM AND RECEIVED A PAYMENT OF $204,090 ON 5/31/14. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| 2008 PA HIGHER EDUCATION FACILITIES AUTHORITY | ||||||||
| A | 232243852 | 709179HH5 | 2008-05-09 | $48,580,000 | CURRENT REFUND OF ISSUER'S SERIES 2001A & 2006 | 0 | 0 | 0 |
| 2010 PA HIGHER EDUCATION FACILITIES AUTHORITY | ||||||||
| B | 232243852 | 70917RL94 | 2010-10-01 | $162,637,233 | CURRENT REFUNDING OF VARIOUS ISSUES, MISC | 0 | 0 | 0 |
| 2013 PA HIGHER EDUCATION FACILITIES AUTHORITY | ||||||||
| C | 232243852 | NONEAVAIL | 2013-01-31 | $8,000,000 | PURCHASE OF 5800 CITY AVENUE | 0 | 0 | 0 |
| 2013 PA HIGHER EDUCATION FACILITIES AUTHORITY | ||||||||
| D | 232243852 | 70917SGK3 | 2013-08-01 | $26,280,000 | CURRENT REFUNDING OF VARIOUS ISSUES, MISC | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Capital ExpendituresCapitalExpendituresAmt |
|---|---|---|---|---|---|---|---|---|---|---|
| A | $34,900,000 | $40,580,000 | $397,859 | $126,165 | 2008 | Yes (1) | 0 | Yes (1) | Yes (1) | |
| B | $34,455,000 | $162,637,233 | $929,551 | 2013 | Yes (1) | 0 | Yes (1) | Yes (1) | $42,072,115 | |
| C | $4,701,499 | $8,000,000 | 2013 | Yes (1) | 0 | Yes (1) | Yes (1) | |||
| D | $1,535,000 | $26,280,000 | $372,929 | 2015 | Yes (1) | 0 | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| B | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| C | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| D | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | Yes (1) | 0 | Yes (1) | 0 | 0 | 0 | 0 | ||
| B | 0 | 0 | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | 0 | 0 |
| C | 0 | 0 | Yes (1) | 0 | Yes (1) | 0 | 0 | 0 | 0 | ||
| D | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
| D | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | BOND ISSUE D: SCHEDULE K, PART IV, LINE 2C | FormAndLineReferenceDesc |
| Explanation | THE REBATE COMPUTATION WAS PERFORMED ON 3/31/2015. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 2015 PA HIGHER EDUCATION FACILITIES AUTHORITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 232243852 | BondIssuerEIN |
| CUSIP | NONEAVAIL | CUSIPNum |
| Bond Issued | 2015-04-30 | BondIssuedDt |
| Issue Price | $74,390,858 | IssuePriceAmt |
| Purpose | CURRENT REFUNDING OF VARIOUS ISSUES | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $74,390,858 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $266,660 | IssuanceCostsFromProceedsAmt |
| Unspent | $33,217 | UnspentAmt |
| Substantial Completion | 2015 | SubstantialCompletionYr |
| Current Refunding | Yes (1) | CurrentRefundingInd |
| Advance Refunding | 0 | AdvanceRefundingInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | 0 | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | Yes (1) | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| LYNN MCKEE | |||
| TRUSTEE | $8,056,069 | FOOD SERVICES | 0 |
| DANIEL HILFERTY | |||
| TRUSTEE | $10,712,733 | HEALTH BENEFIT CONTRACT | 0 |
| (no name) | |||
| 0 | |||
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $343,425 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | OPINIONS OF EXPERTS | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 41 | ContributionCnt |
| Noncash Contributions Rpt F990 | $780,368 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COST/SELLING PRICE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 3 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION IS REPORTING A COMBINATION OF THE NUMBER OF CONTRIBUTIONS AND THE NUMBER OF ITEMS RECEIVED IN PART I, COLUMN (B). | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | SAINT JOSEPH'S UNIVERSITY PREPARES A SUMMARY OF BOARD AFFILIATIONS AND POSITIONS WHICH LISTS THE OFFICERS OR BOARD MEMBERS NAME, AND THE SJU RELATED/AFFILIATE ENTITY OR THE NON-SJU AFFILIATED ENTITIES FOR WHICH EACH PERSON HAS A FAMILIAL OR BUSINESS RELATIONSHIP. SCHEDULE L LISTS THE REPORTABLE BUSINESS TRANSACTIONS INVOLVING BOARD MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 11 | FOLLOWING REVIEW BY MANAGEMENT AND THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES, THE FORM 990 HAS BEEN PROVIDED TO THE FULL BOARD PRIOR TO FILING FOR TRUSTEE'S REVIEW, COMMENT, INPUT, AND QUESTIONS, IF ANY. |
| FORM 990, PART VI, SECTION B, LINE 12C | SAINT JOSEPH'S UNIVERSITY (SJU) HAS A CONFLICT OF INTEREST POLICY WHICH SETS FORTH SJU'S POLICIES AND PROCEDURES. ANNUALLY, THOSE WHO SERVE SJU IN A FIDUCIARY CAPACITY, INCLUDING BOARD MEMBERS, OFFICERS AND OTHER KEY EMPLOYEES RECEIVE A COPY OF THE POLICY AND AN ANNUAL DISCLOSURE STATEMENT TO BE COMPLETED. DISCLOSURES OF FINANCIAL INTERESTS OR OTHER REPORTABLE CIRCUMSTANCES AS DESCRIBED IN THE POLICY ARE SUBMITTED AND REVIEWED BY SJU'S GENERAL COUNSEL. A SUMMARY OF ALL REPORTED DISCLOSURES IS THEN PREPARED BY THE OFFICE OF THE GENERAL COUNSEL AND SENT TO THE CHAIRPERSON OF THE AUDIT & RISK COMMITTEE, THE CHAIRPERSON OF THE BOARD AND COPIED TO THE PRESIDENT; COPIES OF THE SUMMARIES AND ACTUAL DISCLOSURES ARE AVAILABLE TO THE FULL BOARD UPON REQUEST THROUGHOUT THE YEAR. THE POLICY CONTAINS A CONTINUING AFFIRMATIVE OBLIGATION TO DISCLOSE COMPENSATION OR OTHER CIRCUMSTANCES WHICH MAY RISE TO THE LEVEL OF AN ACTUAL OR APPARENT CONFLICT. THE POLICY ALSO ADDRESSED THE PROCEDURES FOR THE BOARD TO FOLLOW TO FURTHER ADDRESS THE ACTUAL OR APPARENT CONFLICT, WHICH INCLUDE CONSIDERATION WITHOUT THE PARTICIPATION OF THE INTERESTED PERSON, IF ANY. MEETINGS, DISCUSSIONS AND PROCEEDINGS WHERE A CONFLICT IS DISCLOSED ARE DOCUMENTED IN THE MINUTES FOR EACH GROUP, AS NEEDED AND AS APPROPRIATE. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE EXECUTIVE COMMITTEE OF THE BOARD, WHICH IS COMPRISED OF INDEPENDENT BOARD MEMBERS WHO HAVE NO PERSONAL INTEREST IN ANY EXECUTIVE COMPENSATION ARRANGEMENT WITH THE UNIVERSITY, ANNUALLY REVIEWS AND APPROVES THE COMPENSATION THAT IS PAID TO THE JESUIT COMMUNITY FOR THE SERVICES OF THE PRESIDENT. THE PRESIDENT, IN CONSULTATION WITH THE EXECUTIVE COMMITTEE, AND BASED ON A REVIEW OF APPROPRIATE COMPARABILITY DATA, RECOMMENDS THE COMPENSATION TO BE PAID TO OTHER APPLICABLE UNIVERSITY EXECUTIVES. THEREAFTER, THE EXECUTIVE COMMITTEE REVIEWS, DISCUSSES AND APPROVES THE COMPENSATION ARRANGEMENT OF THOSE OTHER UNIVERSITY EXECUTIVES BASED ON ITS REVIEW OF APPROPRIATE COMPARABILITY DATA AND THE PRESIDENT'S RECOMMENDATIONS. THE EXECUTIVE COMMITTEE DOCUMENTS THE BASIS FOR ITS DETERMINATIONS CONCURRENTLY WITH ITS APPROVAL OF THESE ARRANGEMENTS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE BY-LAWS ARE AVAILABLE TO ALL TRUSTEES AT ANY TIME AND FROM THE UNIVERSITY UPON REQUEST WHEN APPROPRIATE AND IN RESPONSE TO LEGAL PROCESS. OTHER INSTITUTIONAL POLICIES (E.G., WHISTLEBLOWER POLICY) ARE EITHER POSTED ON THE SJU INTERNET WEBSITE OR MYSJU INTERNAL WEBSITE. REQUESTS FOR FINANCIAL INFORMATION WILL BE EVALUATED ON AN INDIVIDUAL BASIS AND INFORMATION WILL BE PROVIDED AS APPROPRIATE. |
| FORM 990, PART VII, SECTION A | THE AVERAGE HOURS PER WEEK LISTED IN THIS SECTION ARE A MINIMUM. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELAWARE VALLEY EDUCATIONAL TELECOMMUNICATIONS NETWORK | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5600 CITY AVENUE | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19131 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 261471973 | EIN |
| Primary Activities | EDUCATIONAL TELEVISION NETWORK | PrimaryActivitiesTxt |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(4) | ExemptCodeSectionTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAINT JOSEPH'S UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELAWARE VALLEY EDUCATIONAL TELECOMMUNICATIONS NETWORK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionTypeTxt |
| Involved | $1,237,959 | InvolvedAmt |
| Method Of Amount Determination | 75% OF DVETN REVENUE | MethodOfAmountDeterminationTxt |