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UNIVERSITY OF SAINT JOSEPH: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
UNIVERSITY OF SAINT JOSEPH (EIN 06-0646829)
Tax period
2014-07-01 to 2015-06-30
Filed
2016-05-11
IRS object ID
201641329349300509
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 ReturnHeader

FieldValueIRS element (for citing)
Return2016-05-11T07:13:10-05:00ReturnTs
Tax Period End2015-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KPMG LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1One Financial PlazaAddressLine1Txt
CityHartfordCityNm
State AbbreviationCTStateAbbreviationCd
ZIP061032608ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2014-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN060646829EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1University of Saint JosephBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% WILLIAM B HAWKINSCONTROLLERInCareOfNm
Business Name ControlUNIVBusinessNameControlTxt
Phone8602324571PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11678 ASYLUM AVENUEAddressLine1Txt
CityWEST HARTFORDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP061172791ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSHAWN M HARRINGTONPersonNm
Person TitleSR. VP FIN. AND STRATEGYPersonTitleTxt
Phone8602324571PhoneNum
Signature2016-05-09SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARY-EVELYN ANTONETTIPreparerPersonNm
PTINP00431862PTIN
Phone8605223200PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-08-17 19:52:53ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerPAMELA TROTMAN REID PHDPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11678 ASYLUM AVENUEAddressLine1Txt
CityWEST HARTFORDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP061172791ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$90,798,267GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Group Exemption0928GroupExemptionNum
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.USJ.EDUWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1925FormationYr
Legal Domicile StateCTLegalDomicileStateCd
Activity Or MissionTHE UNIVERSITY OF SAINT JOSEPH PROVIDES A RIGOROUS LIBERAL ARTS AND PROFESSIONAL EDUCATION FOR A DIVERSE STUDENT POPULATION WHILE MAINTAINING A STRONG COMMITMENT TO DEVELOPING THE POTENTIAL OF WOMEN.ActivityOrMissionDesc
Voting Members Governing Body24VotingMembersGoverningBodyCnt
Voting Members Independent23VotingMembersIndependentCnt
Total Employee1409TotalEmployeeCnt
Total Volunteers100TotalVolunteersCnt
Total Gross UBI$116,968TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm-$167,284NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$8,301,842PYContributionsGrantsAmt
CY Contributions Grants$9,700,736CYContributionsGrantsAmt
PY Program Service Revenue$65,055,019PYProgramServiceRevenueAmt
CY Program Service Revenue$66,536,355CYProgramServiceRevenueAmt
PY Investment Income$1,209,122PYInvestmentIncomeAmt
CY Investment Income$5,127,405CYInvestmentIncomeAmt
PY Other Revenue$367,146PYOtherRevenueAmt
CY Other Revenue$641,056CYOtherRevenueAmt
PY Total Revenue$74,933,129PYTotalRevenueAmt
CY Total Revenue$82,005,552CYTotalRevenueAmt
PY Grants And Similar Paid$13,970,000PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$13,913,000CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$39,187,018PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$40,982,083CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$137,000PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$80,000CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$1,397,034CYTotalFundraisingExpenseAmt
PY Other Expenses$18,773,854PYOtherExpensesAmt
CY Other Expenses$20,016,092CYOtherExpensesAmt
PY Total Expenses$72,067,872PYTotalExpensesAmt
CY Total Expenses$74,991,175CYTotalExpensesAmt
PY Revenues Less Expenses$2,865,257PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$7,014,377CYRevenuesLessExpensesAmt
Total Assets BOY$78,123,304TotalAssetsBOYAmt
Total Assets EOY$79,385,253TotalAssetsEOYAmt
Total Liabilities BOY$38,406,304TotalLiabilitiesBOYAmt
Total Liabilities EOY$37,622,253TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$39,717,000NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$41,763,000NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE UNIVERSITY OF SAINT JOSEPH, FOUNDED BY THE SISTERS OF MERCY IN THE ROMAN CATHOLIC TRADITION, PROVIDES A RIGOROUS LIBERAL ARTS AND PROFESSIONAL EDUCATION FOR A DIVERSE STUDENT POPULATION WHILE MAINTAINING A STRONG COMMITMENT TO DEVELOPING THE POTENTIAL OF WOMEN. THE UNIVERSITY IS A COMMUNITY WHICH PROMOTES THE GROWTH OF THE WHOLE PERSON IN A CARING 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. *COMMITMENT TO WOMEN* THE UNIVERSITY OF SAINT JOSEPH ENCOURAGES, INSPIRES, AND CHALLENGES EACH WOMAN TO DEVELOP EVERY ASPECT OF HER PERSONHOOD; INTELLECTUAL, SPIRITUAL, SOCIAL, EMOTIONAL, AND PHYSICAL. *COMPASSIONATE SERVICE* THE UNIVERSITY OF SAINT JOSEPH PROMOTES, SUPPORTS, AND FACILITATES CARING SERVICE AS AN INTEGRAL PART OMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$54,875,221ExpenseAmt
Grant$13,913,000GrantAmt
Revenue$56,250,730RevenueAmt
DescCOLLEGE AND MASTERS/DOCTORAL PROGRAMS THE UNIVERSITY OF SAINT JOSEPH, WHICH OFFERS OUTSTANDING EDUCATION VALUE IN UNDERGRADUATE, MASTERS, AND DOCTORAL PROGRAMS, IS LOCATED IN WEST HARTFORD, CONNECTICUT. ENHANCED BY THE CATHOLIC INTELLECTUAL TRADITION AND THE VALUES OF THE SISTERS OF MERCY, THE UNIVERSITY ENCOURAGES STUDENTS TO THRIVE IN A CULTURE OF ACHIEVEMENT AND COLLABORATION. WITH SMALL CLASSES TAUGHT BY EXPERT FACULTY, THE UNIVERSITY PROVIDES A VALUES-CENTERED EDUCATION IN AN ENVIRONMENT THAT FOSTERS LEADERSHIP, CONFIDENCE, AND CREATIVITY. IN ADDITION TO THE UNDERGRADUATE WOMEN'S COLLEGE WITH 822 STUDENTS ENROLLED, THE UNIVERSITY OF SAINT JOSEPH HAS A CO-EDUCATIONAL GRADUATE AND PROFESSIONAL STUDIES PROGRAM OFFERING MASTER'S DEGREES AND CERTIFICATES TO 1,336 STUDENTS; A CO-EDUCATIONAL WEEKEND PROGRAM SERVING 165 ADULT LEARNERS PURSUING THEIR BACCALAUREATE DEGREES; AND A SCHOOL OF PHARMACY, LOCATED IN DOWNTOWN HARTFORD, CONNECTICUT OFFERING A UNIQUE THREE CALENDAR YEAR CO-EDUCATIONAL DOCTORAL DEGREE (PHARM. D.) PROGRAM IN PHARMACY. IN 2014 THE SCHOOL HAD 242 STUDENTS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$9,348,000ExpenseAmt
Revenue$10,285,625RevenueAmt
DescMODEL 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 2014 IT SERVED 119 STUDENTS FROM SURROUNDING COMMUNITIES. UNIVERSITY OF SAINT JOSEPH STUDENTS FULFILL REQUIRED CLASSES IN THE FIELDS OF SPECIAL EDUCATION, NURSING, SOCIAL WORK, COUNSELING, AND NUTRITION AT THE CENTER. 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 2014 IT ENROLLED 109 STUDENTS. IT SERVES AS A TRAINING PROGRAM FOR UNIVERSITY STUDENTS PURSUING CAREERS IN EARLY CHILDHOOD EDUCATION AND RELATED FIELDS.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$64,223,221TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtYes (true)CollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingYes (true)SchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingYes (true)ProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsYes (true)TaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountYes (true)EscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionYes (true)DeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredfalseScheduleORequiredInd
IRP Document181IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee1409EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members24GoverningBodyVotingMembersCnt
Independent Voting Member23IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (true)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldAKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCOStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldDCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMEStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNVStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonWILLIAM B HAWKINSCONTROLLERPersonNm
Phone8602315405PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11678 ASYLUM AVEAddressLine1Txt
CityWEST HARTFORDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06117ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (31 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
PAMELA TROTMAN REID
PRESIDENT, TRUSTEE37.50.0Yes (X)Yes (X)$327,133$0$87,412
KATHLEEN DRISCOLL AMATANGELO
TRUSTEE1.00.0Yes (X)$0$0$0
ELIZABETH C BARTON JD
TRUSTEE1.00.0Yes (X)$0$0$0
LINDA BETZ
TRUSTEE SINCE 7/1/20141.00.0Yes (X)$0$0$0
GREGORY A BOYKO JD
TRUSTEE1.00.0Yes (X)$0$0$0
SUZANNE DELIEE RSM
TRUSTEE1.00.0Yes (X)$0$0$0
SANDRA BENDER FROMSON PHD
TRUSTEE1.00.0Yes (X)$0$0$0
E CLAYTON GENGRAS JR
TRUSTEE1.00.0Yes (X)$0$0$0
MARTHA S GERVASI
TRUSTEE1.00.0Yes (X)$0$0$0
SHEILA W HORAN
TRUSTEE1.00.0Yes (X)$0$0$0
ROBERT KING
TRUSTEE1.00.0Yes (X)$0$0$0
PATRICIA LESHANE
TRUSTEE1.00.0Yes (X)$0$0$0
MARY A McCARTHY RSM
TRUSTEE1.00.0Yes (X)$0$0$0
MICHAEL E McDONOUGH JD
TRUSTEE1.00.0Yes (X)$0$0$0
LOIS M NESCI
TRUSTEE1.00.0Yes (X)$0$0$0
BREWSTER PERKINS
TRUSTEE1.00.0Yes (X)$0$0$0
PATRICIA J ROONEY RSM
TRUSTEE1.00.0Yes (X)$0$0$0
ELIZABETH RUBINO
TRUSTEE1.00.0Yes (X)$0$0$0
JANET RUFFING RSM PHD
TRUSTEE SINCE 7/1/20141.00.0Yes (X)$0$0$0
JOSEPH J SPALLUTO
TRUSTEE1.00.0Yes (X)$0$0$0
ELAINE M SWEENEY RSM PHD
TRUSTEE1.00.0Yes (X)$0$0$0
JAMES WAKIM JD
TRUSTEE1.00.0Yes (X)$0$0$0
CONSTANCE K WEAVER
TRUSTEE1.00.0Yes (X)$0$0$0
JUDITH A CAREY RSM PHD
TRUSTEE1.00.0Yes (X)$0$0$0
SHAWN M HARRINGTON
VP, FINANCE & ADMIN37.50.0Yes (X)$182,695$0$42,795
MICHELLE KALIS
PROVOST37.50.0Yes (X)$191,446$0$30,663
JOSEPH OFOSU
DEAN, SCHOOL OF PHARMACY37.50.0$231,641$0$26,058Yes (X)
DOUGLAS NELSON
VP, INSTITUTIONAL ADVANCEMENT37.50.0$131,530$0$14,685Yes (X)
JAMES HENKEL
ASSOC DEAN, SCHOOL OF PHARMACY37.50.0$141,131$0$16,027Yes (X)
IVAN EDAFIOGHO
PROFESSOR, SCHOOL OF PHARMACY37.50.0$127,493$0$35,518Yes (X)
BRUCE EDGREN
PROFESSOR, SCHOOL OF PHARMACY37.50.0$136,583$0$15,538Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,469,652TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$268,696TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K32IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
Bon Appetit co Compass Group USA
2400 Yorkmont RdCharlotteNC28217Food Services$1,492,010
Sodexo Operations LLC
9801 Washington BlvdGaithersburgMD20878Facilities Mgmt.$1,071,568
K-12 Teachers Alliance
20624 Abbey Woods Ct NorthFrankfortIL60423Marketing & Admin$797,081
Bret Stern Productions LLC
18 Leonard StNorwalkCT06850Video Production$693,070
JCJ Architecture
38 Prospect StHartfordCT06103Architectural Svces$404,945
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K11CntrctRcvdGreaterThan100KCnt
Fundraising$356,147FundraisingAmt
Government Grants$7,836,033GovernmentGrantsAmt
All Other Contributions$1,508,556AllOtherContributionsAmt
Noncash Contributions$196,608NoncashContributionsAmt
Total Contributions$9,700,736TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Tuition and fees611710$52,224,072$52,224,072
SALES & SERVICES611710$10,506,102$10,506,102
Residence & Dining721000$3,806,181$3,806,181
FieldValueIRS element (for citing)
Total Program Service Revenue$66,536,355TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$603,779TotalRevenueColumnAmt
Exclusion$603,779ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$141,085RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$141,085RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$141,085TotalRevenueColumnAmt
Exclusion$141,085ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$13,167,000SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$8,643,374SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$4,523,626SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,523,626TotalRevenueColumnAmt
Exclusion$4,523,626ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$97,476FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$356,147ContriRptFundraisingEventAmt
Fundraising Direct Expenses$149,341FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$51,865TotalRevenueColumnAmt
Exclusion-$51,865ExclusionAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
Vendor rebates & allowances900099$198,885$198,885
FITNESS CENTER REVENUE713940$106,210$106,210
Arts Center revenue711190$58,331$58,331

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$188,410TotalRevenueColumnAmt
Unrelated Business Revenue$10,758UnrelatedBusinessRevenueAmt
Exclusion$177,652ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$551,836OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$82,005,552TotalRevenueColumnAmt
Related Or Exempt Func Income$66,536,355RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$116,968UnrelatedBusinessRevenueAmt
Exclusion$5,651,493ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$13,913,000TotalAmt
Program Services$13,913,000ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$1,150,656TotalAmt
Program Services$236,510ProgramServicesAmt
Management And General$809,735ManagementAndGeneralAmt
Fundraising$104,411FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$31,135,241TotalAmt
Program Services$27,926,754ProgramServicesAmt
Management And General$2,464,173ManagementAndGeneralAmt
Fundraising$744,314FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$2,352,839TotalAmt
Program Services$2,110,378ProgramServicesAmt
Management And General$186,214ManagementAndGeneralAmt
Fundraising$56,247FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$4,075,003TotalAmt
Program Services$3,655,074ProgramServicesAmt
Management And General$322,513ManagementAndGeneralAmt
Fundraising$97,416FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$2,268,344TotalAmt
Program Services$2,034,591ProgramServicesAmt
Management And General$179,526ManagementAndGeneralAmt
Fundraising$54,227FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$1,097,520TotalAmt
Program Services$975,028ProgramServicesAmt
Management And General$122,492ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$266,999TotalAmt
Management And General$266,999ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$152,384TotalAmt
Management And General$152,384ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$59,500TotalAmt
Fundraising$59,500FundraisingAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$80,000TotalAmt
Fundraising$80,000FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$167,175TotalAmt
Management And General$167,175ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$2,611,794TotalAmt
Program Services$1,863,576ProgramServicesAmt
Management And General$731,852ManagementAndGeneralAmt
Fundraising$16,366FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,255,660TotalAmt
Program Services$388,189ProgramServicesAmt
Management And General$845,482ManagementAndGeneralAmt
Fundraising$21,989FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$569,394TotalAmt
Program Services$251,849ProgramServicesAmt
Management And General$300,366ManagementAndGeneralAmt
Fundraising$17,179FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$928,051TotalAmt
Program Services$63,492ProgramServicesAmt
Management And General$864,559ManagementAndGeneralAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$2,636,712TotalAmt
Program Services$2,636,712ProgramServicesAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$337,740TotalAmt
Program Services$304,631ProgramServicesAmt
Management And General$14,559ManagementAndGeneralAmt
Fundraising$18,550FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$387,407TotalAmt
Program Services$330,727ProgramServicesAmt
Management And General$53,418ManagementAndGeneralAmt
Fundraising$3,262FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$816,932TotalAmt
Program Services$793,145ProgramServicesAmt
Management And General$23,787ManagementAndGeneralAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$3,724,808TotalAmt
Program Services$3,277,109ProgramServicesAmt
Management And General$447,699ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$387,515TotalAmt
Program Services$521ProgramServicesAmt
Management And General$386,994ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Food Services$1,298,506$1,298,506
PROGRAM EXPENSE$932,351$932,351
DUES & SUBSCRIPTIONS$617,492$431,871$169,410$16,211
SUPPLIES$451,307$451,307

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$1,316,845TotalAmt
Program Services$347,900ProgramServicesAmt
Management And General$861,583ManagementAndGeneralAmt
Fundraising$107,362FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$74,991,175TotalAmt
Program Services$64,223,221ProgramServicesAmt
Management And General$9,370,920ManagementAndGeneralAmt
Fundraising$1,397,034FundraisingAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XYes (X)InfoInScheduleOPartXInd

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$519,732BOYAmt
EOY$334,004EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$64,960BOYAmt
EOY$6,470EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$3,265,917BOYAmt
EOY$2,827,998EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$3,353,999BOYAmt
EOY$2,167,000EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$635,533BOYAmt
EOY$889,024EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$90,761,983LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$44,160,935LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$38,800,727BOYAmt
EOY$46,601,048EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$25,140,683BOYAmt
EOY$25,186,774EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$6,341,753BOYAmt
EOY$1,372,935EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$78,123,304BOYAmt
EOY$79,385,253EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$7,613,856BOYAmt
EOY$7,622,180EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$4,559,235BOYAmt
EOY$4,292,385EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$24,203,598BOYAmt
EOY$23,000,097EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,029,615BOYAmt
EOY$2,707,591EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$38,406,304BOYAmt
EOY$37,622,253EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$16,595,000BOYAmt
EOY$19,475,000EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$9,680,000BOYAmt
EOY$8,409,000EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$13,442,000BOYAmt
EOY$13,879,000EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$39,717,000BOYAmt
EOY$41,763,000EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$78,123,304BOYAmt
EOY$79,385,253EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$7,014,377ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$4,888,377NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$80,000OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (true)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$10,163,000CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6,966,937CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$7,855,011CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$8,301,842CurrentTaxYearMinus1YearAmt
Current Tax Year$9,700,736CurrentTaxYearAmt
Total$42,987,526TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$10,163,000CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6,966,937CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$7,855,011CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$8,301,842CurrentTaxYearMinus1YearAmt
Current Tax Year$9,700,736CurrentTaxYearAmt
Total$42,987,526TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$3,581,908SubstantialContributorsTotAmt
Public Support Total170$39,405,618PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$477,812CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$639,023CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$608,400CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$606,828CurrentTaxYearMinus1YearAmt
Current Tax Year$739,465CurrentTaxYearAmt
Total$3,071,528TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$10,081CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$10,081TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$104,919CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$45,902CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$403,928CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$265,105CurrentTaxYearMinus1YearAmt
Current Tax Year$434,868CurrentTaxYearAmt
Total$1,254,722TotalAmt
FieldValueIRS element (for citing)
Total Support$47,323,857TotalSupportAmt
Gross Receipts Rltd Activities$298,102,308GrossReceiptsRltdActivitiesAmt
Public Support CY1700.83268PublicSupportCY170Pct
Public Support PY1700.82215PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Total Grassroots LobbyingTotalGrassrootsLobbyingGrp
Total Direct LobbyingTotalDirectLobbyingGrp
Total Lobbying ExpendTotalLobbyingExpendGrp
Other Exempt Purpose ExpendOtherExemptPurposeExpendGrp
Total Exempt Purpose ExpendTotalExemptPurposeExpendGrp
Lobbying Nontaxable AmountLobbyingNontaxableAmountGrp
Grassroots NontaxableGrassrootsNontaxableGrp
Tot Lbbyng Grassroot Mns Non TxTotLbbyngGrassrootMnsNonTxGrp
Tot Lbby Expend Mns Lbbyng Non TxTotLbbyExpendMnsLbbyngNonTxGrp
VolunteersfalseVolunteersInd
Paid Staff Or ManagementfalsePaidStaffOrManagementInd
Media AdvertisementsfalseMediaAdvertisementsInd
Mailings MembersfalseMailingsMembersInd
Publications Or BroadcastfalsePublicationsOrBroadcastInd
Grants Other OrganizationsYes (true)GrantsOtherOrganizationsInd
Direct Contact LegislatorsYes (true)DirectContactLegislatorsInd
Direct Contact Legislators$59,500DirectContactLegislatorsAmt
Rallies DemonstrationsfalseRalliesDemonstrationsInd
Other ActivitiesfalseOtherActivitiesInd
Total Lobbying Expenditures$59,500TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE C, PART IV, LOBBYING ACTIVITIESFormAndLineReferenceDesc
ExplanationTHE 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 $24,006 PAID IN DUES TO CCIC, $1,065 (APPROXIMATELY 4.4%), WAS USED FOR LOBBYING. DURING THE YEAR ENDED JUNE 30, 2015, THE UNIVERSITY PAID AN OUTSIDE LOBBYING FIRM $59,500 FOR FEDERAL AND STATE GOVERNMENT RELATIONS AND LOBBYING SERVICES. IN ADDITION, THE UNIVERSITY MAY HAVE DIRECT CONTACT WITH LEGISLATORS TO PROVIDE INFORMATION AND EDUCATION ABOUT THE UNIVERSITY.ExplanationTxt

Schedule D IRS990ScheduleD

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

FieldValueIRS element (for citing)
Assets Included$690,485AssetsIncludedAmt
FieldValueIRS element (for citing)
Held Works ArtHeldWorksArtGrp
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Coll Used Loan Or Exch ProgYes (X)CollUsedLoanOrExchProgInd

Collection Used Other Purposes CollectionUsedOtherPurposesGrp

FieldValueIRS element (for citing)
Collection Used Other PurposesYes (X)CollectionUsedOtherPurposesInd
Other PurposesTeachingOtherPurposesDesc
FieldValueIRS element (for citing)
Solicited Assets SalefalseSolicitedAssetsSaleInd
Agent Trustee EtcfalseAgentTrusteeEtcInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$25,603,000BeginningYearBalanceAmt
Contributions$1,794,000ContributionsAmt
Investment Earnings Or Losses$65,000InvestmentEarningsOrLossesAmt
Grants Or Scholarships$501,219GrantsOrScholarshipsAmt
Other Expenditures$455,781OtherExpendituresAmt
End Year Balance$26,505,000EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$23,079,000BeginningYearBalanceAmt
Contributions$604,000ContributionsAmt
Investment Earnings Or Losses$3,127,000InvestmentEarningsOrLossesAmt
Grants Or Scholarships$562,000GrantsOrScholarshipsAmt
Other Expenditures$645,000OtherExpendituresAmt
End Year Balance$25,603,000EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$21,663,000BeginningYearBalanceAmt
Contributions$215,000ContributionsAmt
Investment Earnings Or Losses$2,292,000InvestmentEarningsOrLossesAmt
Grants Or Scholarships$586,000GrantsOrScholarshipsAmt
Other Expenditures$505,000OtherExpendituresAmt
End Year Balance$23,079,000EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$21,406,000BeginningYearBalanceAmt
Contributions$1,085,000ContributionsAmt
Investment Earnings Or Losses-$51,000InvestmentEarningsOrLossesAmt
Grants Or Scholarships$553,000GrantsOrScholarshipsAmt
Other Expenditures$224,000OtherExpendituresAmt
End Year Balance$21,663,000EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$15,495,000BeginningYearBalanceAmt
Contributions$3,730,000ContributionsAmt
Investment Earnings Or Losses$2,921,000InvestmentEarningsOrLossesAmt
Grants Or Scholarships$450,000GrantsOrScholarshipsAmt
Other Expenditures$290,000OtherExpendituresAmt
End Year Balance$21,406,000EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.30400BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.52100PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.17500TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,522,941OtherCostOrOtherBasisAmt
Book Value$2,522,941BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$57,549,664OtherCostOrOtherBasisAmt
Depreciation$23,559,427DepreciationAmt
Book Value$33,990,237BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,479,331OtherCostOrOtherBasisAmt
Depreciation$1,530,153DepreciationAmt
Book Value$949,178BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$23,055,390OtherCostOrOtherBasisAmt
Depreciation$15,710,658DepreciationAmt
Book Value$7,344,732BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$5,154,657OtherCostOrOtherBasisAmt
Depreciation$3,360,697DepreciationAmt
Book Value$1,793,960BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$46,601,048TotalBookValueLandBuildingsAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
CAPITAL LEASE OBLIGATION$315,128
GOVERNMENT GRANTS REFUNDABLE$349,729
SHORT-TERM LINE OF CREDIT$2,042,734
FieldValueIRS element (for citing)
Total Liability$2,707,591TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$63,037,000TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$4,888,377NetUnrealizedGainsInvstAmt
Revenue Not Reported-$4,888,377RevenueNotReportedAmt
Revenue Subtotal$67,925,377RevenueSubtotalAmt
Investment Expenses Not Incld$167,175InvestmentExpensesNotIncldAmt
Other Revenues Not Included$13,913,000OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$14,080,175RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$82,005,552TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$60,991,000TotExpnsEtcAuditedFinclStmtAmt
Losses Reported$80,000LossesReportedAmt
Expenses Not Reported$80,000ExpensesNotReportedAmt
Expenses Subtotal$60,911,000ExpensesSubtotalAmt
Investment Expenses Not Incld2$167,175InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$13,913,000OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$14,080,175ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$74,991,175TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART III, LINE 4ORGANIZATION'S COLLECTION OF ART: THE ART GALLERY AT THE UNIVERSITY OF SAINT JOSEPH OPENED IN 2001 IN THE UNIVERSITY'S BRUYETTE ATHENAEUM; IT NOW HOUSES A COLLECTION OF MORE THAN 2,000 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 JAPANESE WOODBLOCK 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 GALLERY HAS MADE THE UNIVERSITY'S COLLECTION MORE ACCESSIBLE AND HAS OPENED MYRIAD OPPORTUNITIES FOR THE STUDY AND ENJOYMENT OF ART. THE GALLERY 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 SEMINARS FOR THE GENERAL PUBLIC. EACH YEAR THE ART GALLERY PRESENTS SEVERAL SPECIAL EXHIBITIONS IN ADDITION TO CHANGING INSTALLATIONS OF THE PERMANENT COLLECTION.
PART V, LINE 4ENDOWMENT FUNDS: THE UNIVERSITY'S ENDOWMENT CONSISTS OF APPROXIMATELY 190 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 - FIN 48 MEMO: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, LINE 4B - OTHER AMOUNTS INCLUDED ON RETURN BUT NOT BOOKS:FINANCIAL AID $13,913,000
PART XII, LINE 2C - OTHER EXPENSES INCLUDED ON BOOKS BUT NOT ON RETURN:LOSS ON SWAP $ 80,000
PART XII, LINE 4B - OTHER AMOUNTS INCLUDED ON RETURN BUT NOT BOOKS:FINANCIAL AID $13,913,000

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (true)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (true)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (true)PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (true)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (true)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (true)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (true)MaintainCpyOfAllSolInd
Discriminate Race Stdnts RghtsfalseDiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss PlcyfalseDiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm FcultyfalseDiscriminateRaceEmplmFcultyInd
Discriminate Race SchsfalseDiscriminateRaceSchsInd
Discriminate Race Educ PlcyfalseDiscriminateRaceEducPlcyInd
Discriminate Race Use Of FcltsfalseDiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt ProgfalseDiscriminateRaceAthltProgInd
Discriminate Race Other ActyfalseDiscriminateRaceOtherActyInd
Government Financial Aid RcvdYes (true)GovernmentFinancialAidRcvdInd
Government Financial Aid RvkdfalseGovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (true)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE, LINE 3 - PUBLICIZING NON DISCRIMINATION 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- FINANCIAL AID FROM GOVERNMENT AGENCY:THE UNIVERSITY OF SAINT JOSEPH RECEIVES FINANCIAL AID OR ASSISTANCE FROM GOVERNMENTAL AGENCIES FOR THE BENEFIT OF THE UNIVERSITY'S STUDENTS.

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Solicitation Of Govt GrantsYes (X)SolicitationOfGovtGrantsInd
Agrmt Prof Fundraising ActyYes (true)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdActivityActivityTxtFundraiser Control Of FundsFundraiserControlOfFundsIndGross ReceiptsGrossReceiptsAmtRetained By ContractorRetainedByContractorAmtNet To OrganizationNetToOrganizationAmt
KAREN BUCK
333 WASHINGTON AVEBROOKLYNNY11205CONSULTINGfalse$5,000$60,000-$55,000
MCCALLISTER QUINN
1030 15TH ST NWWASHINGTONDC20005CONSULTINGfalse$0$20,000-$20,000
FieldValueIRS element (for citing)
Total Gross Receipts$5,000TotalGrossReceiptsAmt
Total Retained By Contractors$80,000TotalRetainedByContractorsAmt
Total Net To Organization-$75,000TotalNetToOrganizationAmt
Licensed StatesALLicensedStatesCd
Licensed StatesAKLicensedStatesCd
Licensed StatesARLicensedStatesCd
Licensed StatesCALicensedStatesCd
Licensed StatesCOLicensedStatesCd
Licensed StatesCTLicensedStatesCd
Licensed StatesDELicensedStatesCd
Licensed StatesDCLicensedStatesCd
Licensed StatesFLLicensedStatesCd
Licensed StatesGALicensedStatesCd
Licensed StatesHILicensedStatesCd
Licensed StatesIDLicensedStatesCd
Licensed StatesILLicensedStatesCd
Licensed StatesINLicensedStatesCd
Licensed StatesIALicensedStatesCd
Licensed StatesKSLicensedStatesCd
Licensed StatesKYLicensedStatesCd
Licensed StatesLALicensedStatesCd
Licensed StatesMELicensedStatesCd
Licensed StatesMDLicensedStatesCd
Licensed StatesMALicensedStatesCd
Licensed StatesMILicensedStatesCd
Licensed StatesMNLicensedStatesCd
Licensed StatesMSLicensedStatesCd
Licensed StatesMOLicensedStatesCd
Licensed StatesMTLicensedStatesCd
Licensed StatesNELicensedStatesCd
Licensed StatesNVLicensedStatesCd
Licensed StatesNHLicensedStatesCd
Licensed StatesNJLicensedStatesCd
Licensed StatesNMLicensedStatesCd
Licensed StatesNYLicensedStatesCd
Licensed StatesNCLicensedStatesCd
Licensed StatesNDLicensedStatesCd
Licensed StatesOHLicensedStatesCd
Licensed StatesOKLicensedStatesCd
Licensed StatesORLicensedStatesCd
Licensed StatesPALicensedStatesCd
Licensed StatesRILicensedStatesCd
Licensed StatesSCLicensedStatesCd
Licensed StatesSDLicensedStatesCd
Licensed StatesTNLicensedStatesCd
Licensed StatesTXLicensedStatesCd
Licensed StatesUTLicensedStatesCd
Licensed StatesVTLicensedStatesCd
Licensed StatesVALicensedStatesCd
Licensed StatesWALicensedStatesCd
Licensed StatesWVLicensedStatesCd
Licensed StatesWILicensedStatesCd
Licensed StatesWYLicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1GALAEvent1Nm
Gross Receipts Event1$415,544GrossReceiptsEvent1Amt
Charitable Contri Event1$351,224CharitableContriEvent1Amt
Gross Revenue Event1$64,320GrossRevenueEvent1Amt
Rent Facility Costs Event1$6,025RentFacilityCostsEvent1Amt
Food And Beverage Event1$63,725FoodAndBeverageEvent1Amt
Entertainment Event1$2,500EntertainmentEvent1Amt
Other Direct Expenses Event1$67,508OtherDirectExpensesEvent1Amt
Event2SYCEvent2Nm
Gross Receipts Event2$16,162GrossReceiptsEvent2Amt
Charitable Contri Event2$355CharitableContriEvent2Amt
Gross Revenue Event2$15,807GrossRevenueEvent2Amt
Food And Beverage Event2$2,453FoodAndBeverageEvent2Amt
Other Direct Expenses Event2$2,026OtherDirectExpensesEvent2Amt
Other Events Total1OtherEventsTotalCnt
Gross Receipts Other Events$21,917GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$4,568CharitableContriOtherEventsAmt
Gross Revenue Other Events$17,349GrossRevenueOtherEventsAmt
Food And Beverage Other Events$3,781FoodAndBeverageOtherEventsAmt
Oth Direct Expnss Other Events$1,323OthDirectExpnssOtherEventsAmt
Gross Receipts Total$453,623GrossReceiptsTotalAmt
Charitable Contributions Tot$356,147CharitableContributionsTotAmt
Gross Revenue Total Events$97,476GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$6,025RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$69,959FoodAndBeverageTotalEventsAmt
Entertainment Total Events$2,500EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$70,857OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$149,341DirectExpenseSummaryEventsAmt
Net Income Summary-$51,865NetIncomeSummaryAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE G, PART I, LINE 2BFormAndLineReferenceDesc
ExplanationTHE UNIVERSITY ENGAGED KAREN BUCK IN CONNECTION WITH CONTRIBUTIONS FROM CORPORATIONS AND FOUNDATIONS. THE UNIVERSITY ENGAGED MCALLISTER & QUINN IN CONNECTION WITH ASSISTANCE FOR IDENTIFICATION OF AND APPLICATION FOR POTENTIAL GRANTS.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeCOLLEGE SCHOLARSHIPS & GRANTSGrantTypeTxt
Recipient868RecipientCnt
Cash Grant$13,913,000CashGrantAmt
Valuation Method UsedFMVValuationMethodUsedDesc
Non Cash AssistanceSCHOLARSHIPSNonCashAssistanceDesc

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE I, PART I, LINE 2 - MONITOR THE USE OF GRANT FUNDS:FormAndLineReferenceDesc
ExplanationTHE UNIVERSITY'S GRANTS IN THE US 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

FieldValueIRS element (for citing)
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (true)AnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
PAMELA TROTMAN REID
PRESIDENT, TRUSTEE$291,633$0$17,000$0$18,500$0$28,600$0$58,812$0$414,545$0$0$0
SHAWN M HARRINGTON
VP, FINANCE & ADMIN$182,695$0$0$0$0$0$21,085$0$21,710$0$225,490$0$0$0
MICHELLE KALIS
PROVOST$191,446$0$0$0$0$0$21,395$0$9,268$0$222,109$0$0$0
JOSEPH OFOSU
DEAN, SCHOOL OF PHARMACY$231,641$0$0$0$0$0$25,565$0$493$0$257,699$0$0$0
JAMES HENKEL
ASSOC DEAN, SCHOOL OF PHARMACY$141,131$0$0$0$0$0$15,609$0$418$0$157,158$0$0$0
IVAN EDAFIOGHO
PROFESSOR, SCHOOL OF PHARMACY$127,493$0$0$0$0$0$14,900$0$20,618$0$163,011$0$0$0
BRUCE EDGREN
PROFESSOR, SCHOOL OF PHARMACY$136,583$0$0$0$0$0$15,109$0$429$0$152,121$0$0$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE J, PART I, QUESTION 1A - 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 IN THE AMOUNT OF $48,660 HAS BEEN INCLUDED IN THE PRESIDENT'S NONTAXABLE BENEFITS.
SCHEDULE J, PART I, QUESTION 1A - HEALTH AND SOCIAL CLUB DUESTHE UNIVERSITY PAYS MEMBERSHIP DUES AT THE HARTFORD GOLF 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. NO PERSONAL USE IS PERMITTED, AND THE AMOUNT OF THE DUES IS NOT INCLUDED IN THE PRESIDENT'S W-2.
SCHEDULE J, PART I, QUESTION 7THE PRESIDENT OF THE UNIVERSITY RECEIVED A DISCRETIONARY BONUS DURING CALENDAR YEAR 2014 BASED UPON ACHIEVEMENT OF ESTABLISHED GOALS, WHICH IS REPORTED ON SCHEDULE J, COLUMN B(II).

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
Connecticut Health & Education Facilities Authorit
A0608061862011-08-26$5,000,000Equipment Financingfalsefalsefalse
Connecticut Health & Education Facilities Authorit
B0608061862013-11-01$10,800,000SERIES C: Land purchase, refundingfalsefalsefalse
Connecticut Health & Education Facilities Authorit
C0608061862013-11-01$10,800,000SERIES D: BLdg. construction, landfalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtSubstantial CompletionSubstantialCompletionYrCurrent RefundingCurrentRefundingIndAdvance RefundingAdvanceRefundingIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$2,857,143$0$5,000,000$0$0$0$0$0$0$4,999,929$0$712014falsefalsefalseYes (true)
B$463,296$0$10,800,000$0$0$0$200,000$0$0$785,185$9,808,000$6,8152014Yes (true)falsefalseYes (true)
C$279,464$0$10,800,000$0$0$0$184,407$0$0$5,417,485$4,240,000$958,1082015Yes (true)falsefalseYes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndRemedial Action TakenRemedialActionTakenIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
AfalsefalseYes (true)falsefalse0.000000.000000.00000falsefalsefalsefalse
BfalsefalseYes (true)falsefalse0.000000.000000.00000falsefalsefalsefalse
CfalsefalseYes (true)falsefalse0.000000.000000.00000falsefalsefalsefalse

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndSuperintegrated HedgeSuperintegratedHedgeIndHedge TerminatedHedgeTerminatedIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndBusiness Name Line1GICProviderName/BusinessNameLine1TxtGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsIndTerm Of HedgeTermOfHedgePct
0
AfalseYes (true)falsefalsefalsefalsefalse0falsefalse
BERKSHIRE BANK
BfalseYes (true)Yes (true)Yes (true)falsefalse0falsefalse10.
0
CfalseYes (true)falsefalsefalsefalsefalse0falsefalse

Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
Afalse
Bfalse
Cfalse

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART III, LINE 3A - MANAGEMENT OR SERVICE CONTRACTS THAT MAY RESULT INPRIVATE BUSINESS USE: ANY MANAGEMENT OR SERVICE CONTRACTS THAT MAY RESULT IN PRIVATE BUSINESS USE OF BOND-FINANCED PROPERTY ARE INCIDENTAL.
PART III, LINE 3B - ENGAGEMENT OF COUNSEL TO REVIEW MANAGEMENT OR SERVICERELATING TO THE FINANCED PROPERTY: DUE TO THE FACT WE ONLY HAVE INCIDENTAL SERVICE CONTRACTS IN THIS BOND FINANCED SPACE, WHICH WILL NOT RESULT IN PRIVATE BUSINESS USE AS PER THE SAFE HARBOR PROVIDED UNDER REVENUE PROCEDURE 97-13, WE DO NOT ROUTINELY ENGAGE BOND COUNSEL AND/OR OUTSIDE COUNSEL TO REVIEW THESE CONTRACTS SINCE THEY WILL NOT RESULT IN PRIVATE BUSINESS USE.
PART III, LINES 4 & 5 - PRIVATE BUSINESS USE:THE UNIVERSITY REVIEWS EVERY ACTIVITY PROPOSED FOR ITS BOND-FINANCED FACILITIES, AND DOES NOT ALLOW ANY PRIVATE-USE ACTIVITY IN THOSE FACILITIES.
PART IV, LINE 7 AND PART V - WRITTEN POLICY:THE UNIVERSITY THROUGHLY REVIEWS ITS BOND ACTIVITY TO ENSURE THAT VIOLATIONS TO FEDERAL TAX REQUIREMENTS ARE IDENTIFIED AND CORRECTED. THE UNIVERSITY IS CURRENTLY UPDATING OUR WRITTEN POLICIES TO INCLUDE THE CORRECT PROCEDURES FOR PART IV, LINE 7 AND PART V.

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Method Of Determining RevenuesSEE PART IIMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Art Historical TreasuresArtHistoricalTreasuresGrp
Art Fractional InterestArtFractionalInterestGrp
Books And PublicationsBooksAndPublicationsGrp
Clothing And Household GoodsClothingAndHouseholdGoodsGrp
Cars And Other VehiclesCarsAndOtherVehiclesGrp
Boats And PlanesBoatsAndPlanesGrp
Intellectual PropertyIntellectualPropertyGrp

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution14ContributionCnt
Noncash Contributions Rpt F990$196,608NoncashContributionsRptF990Amt
Method Of Determining RevenuesAVG. OF MARKETMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Securities Closely Held StockSecuritiesCloselyHeldStockGrp
Secur Prtnrshp Trust IntrstsSecurPrtnrshpTrustIntrstsGrp
Securities MiscellaneousSecuritiesMiscellaneousGrp
Qualified Contrib Hist StructQualifiedContribHistStructGrp
Qualified Contrib OtherQualifiedContribOtherGrp
Real Estate ResidentialRealEstateResidentialGrp
Real Estate CommercialRealEstateCommercialGrp
Real Estate OtherRealEstateOtherGrp
CollectiblesCollectiblesGrp
Food InventoryFoodInventoryGrp
Drugs And Medical SuppliesDrugsAndMedicalSuppliesGrp
TaxidermyTaxidermyGrp
Historical ArtifactsHistoricalArtifactsGrp
Scientific SpecimensScientificSpecimensGrp
Archaeological ArtifactsArchaeologicalArtifactsGrp

Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)AUCTION PRIZES228$0SEE PART II
Yes (X)VARIOUS7$0SEE PART II
FieldValueIRS element (for citing)
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE M, PART I - NONCASH CONTRIBUTIONS:FormAndLineReferenceDesc
ExplanationOTHER THAN CONTRIBUTIONS OF STOCK, NON-CASH ITEMS ARE NOT INCLUDED IN THE FINANCIAL STATEMENTS OF THE UNIVERSITY UNLESS THEY ARE SIGNIFICANT IN AMOUNT. FOR 2014, THE UNIVERSITY RECEIVED 1 ITEM OF ARTWORK, 228 AUCTION ITEMS, AND 7 OTHER ITEMS, WHICH WERE RECORDED AT ZERO VALUE.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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 7BTHE 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 BUSINESS. 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. THE VICE PRESIDENT FOR FINANCE AND ADMINISTRATION 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 3COMPENSATION 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 OF FORM 990'S; 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, 2015.
FORM 990, PART VI, LINE 19 - PUBLIC DISCLOSURETHE ORGANIZATION'S FORM 990, GOVERNING DOCUMENTS, AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. IN ADDITION, THE FORM 990 AND THE AUDITED FINANCIAL STATEMENTS ARE AVAILABLE THROUGH THE UNIVERSITY'S WEBSITE. THE FORM 990 IS ALSO POSTED ON WWW.GUIDESTAR.ORG
FORM 990, PART IX, STATEMENT OF FUNCTIONAL EXPENSES:ALLOCATION OF DEPRECIATION AND OCCUPANCY EXPENSES IN 2014 [=FY15] DEPRECIATION EXPENSE AND OCCUPANCY EXPENSE HAVE BEEN ALLOCATED TO ACTIVITY AREAS THEY RELATE TO. IN PRIOR YEARS THESE EXPENSES WERE ALLOCATED PRIMARILY TO MANAGEMENT AND GENERAL EXPENSES.
FORM 990, PART XI, LINE 9 - OTHER CHANGES IN NET ASSETS OR FUND BALANCES:LOSS ON INTEREST RATE SWAP ($ 80,000)
SCHEDULE G, PART II:THE NET INCOME PLUS RELATED CONTRIBUTIONS FROM THE FUNDRAISING EVENTS IS AS FOLLOWS: EVENT DESCRIPTION NET INCOME PLUS RELATED CONTRIBUTIONS GALA EVENTS $275,786 SYC FUNDRAISER 11,683 GENGRAS FUNDRAISER 16,813 ________ TOTAL $304,282

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1CONFERENCE FOR MERCY HIGHER EDUCATIONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line18380 COLESVILLE ROAD SUITE 300AddressLine1Txt
CitySILVER SPRINGCityNm
State AbbreviationMDStateAbbreviationCd
ZIP20910ZIPCd
FieldValueIRS element (for citing)
Primary ActivitiesEDUCATIONPrimaryActivitiesTxt
Legal Domicile StateMDLegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity Status1PublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1NABusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled OrganizationfalseControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd