2015-02-03T13:48:40-06:00 2014-06-30 161375790 DEJOY KNAUF & BLOOD LLP 39 STATE STREET SUITE 600 ROCHESTER NY 14614 990 2013-07-01 160743904 AQUINAS INSTITUTE OF ROCHESTER AQUI 5852542020 1127 DEWEY AVENUE ROCHESTER NY 14613 MICHAEL DALEY PRESIDENT 5852542020 2015-01-28 1 TIMOTHY P THANEY CPA P01231250 5855461840 2015-01-28 2013 2016-02-25 16:41:14Z MICHAEL DALEY 1127 DEWEY AVENUE ROCHESTER NY 146131398 8725503 0 X WWW.AQUINASINSTITUTE.COM X 1902 NY THE AQUINAS INSTITUTE OF ROCHESTER IS A CATHOLIC, PRIVATE, COLLEGE PREPARATORY, CO-EDUCATIONAL SCHOOL EDUCATING IN THE TRADITION OF THE BASILIAN FATHERS. THE MISSION OF THE SCHOOL IS TO TEACH ALL STUDENTS GOODNESS, DISCIPLINE, AND KNOWLEDGE, SUPPORTED THROUGH GOSPEL VALUES, WITHIN A COMPREHENSIVE CURRICULAR AND CO-CURRICULAR PROGRAM THAT WILL PREPARE THE STUDENTS (GRADES 7 THROUGH 12) TO BE RESPONSIBLE AND CARING CITIZENS. 18 18 217 25 0 0 974402 930284 6846608 6881577 1 0 761518 846993 8582529 8658854 387100 352653 0 0 5994553 6372504 0 0 437111 3588008 3425386 9969661 10150543 -1387132 -1491689 14951320 13726786 1674699 1887104 13276621 11839682 X THE AQUINAS INSTITUTE OF ROCHESTER IS A CATHOLIC, PRIVATE, COLLEGE PREPARATORY, CO-EDUCATIONAL SCHOOL EDUCATING IN THE TRADITION OF THE BASILIAN FATHERS. THE MISSION OF THE SCHOOL IS TO TEACH ALL STUDENTS GOODNESS, DISCIPLINE, AND KNOWLEDGE, SUPPORTED THROUGH GOSPEL VALUES, WITHIN A COMPREHENSIVE CURRICULAR AND CO-CURRICULAR PROGRAM THAT WILL PREPARE THE STUDENTS TO BE RESPONSIBLE AND CARING CITIZENS. 0 0 8132782 352653 7600905 THE RESOURCES AND FACILITIES AT THE AQUINAS INSTITUTE OFFER STUDENTS STATE-OF-THE-ART EDUCATION IN A TRADITIONAL AND HISTORICAL SETTING. WITH OVER $20 MILLION IN FACILITY IMPROVEMENTS SINCE 2003, INCLUDING THE LATEST IN COMPUTER TECHNOLOGY, A NEW FINE ARTS CENTER AND A NEW ATHLETIC COMPLEX, THE CAMPUS AT AQUINAS HAS BEEN MODERNIZED TO ENHANCE OUR STUDENTS EXPERIENCE. AQUINAS STUDENTS ARE OFFERED NUMEROUS OPPORTUNITIES TO GROW EDUCATIONALLY, SOCIALLY AND SPIRITUALLY TO PREPARE THEM FOR COLLEGE AND BEYOND.DURING THE YEAR ENDED JUNE 30, 2014, THE AQUINAS INSTITUTE PROVIDED EDUCATION TO 830 STUDENTS IN BOTH THE SENIOR AND JUNIOR HIGH SCHOOLS. FINANCIAL AID OF OVER $895,000 WAS AWARDED TO 416 STUDENTS AND 163 STUDENTS GRADUATED FROM THE HIGH SCHOOL. 8132782 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 1 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 18 1 1 217 1 0 0 0 0 0 1 1 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X ERIN GOERKE 5852542020 1127 DEWEY AVENUE ROCHESTER NY 146131398 MICHAEL DALEY PRESIDENT 38.00 2.00 X X 132454 0 16951 THERESA A CONROY ROSS CHAIR 2.00 X X 0 0 0 THEODORE MANCINI PRINCIPAL/DIRECTOR 40.00 X 94566 0 5718 THOMAS CRILLY VICE CHAIR 2.00 X X 0 0 0 JAMES BRENNAN TREASURER 2.00 X X 0 0 0 ROBERT N PORRETTI DIRECTOR 1.00 1.00 X 0 0 0 REV ALBERT CYLWICKI DIRECTOR 1.00 X 0 0 0 PAUL HANEY DIRECTOR 1.00 X 0 0 0 REV LEO HETZLER DIRECTOR 1.00 X 0 0 0 PAUL ROLAND DIRECTOR 1.00 1.00 X 0 0 0 PAUL ENGLISH CSB DIRECTOR 1.00 X 0 0 0 HOLLY WAGER DIRECTOR 1.00 X 0 0 0 JACQUELINE THOMAS DIRECTOR 1.00 X 0 0 0 RAYMOND SHEA DIRECTOR 1.00 X 0 0 0 EUGENE OBERST DIRECTOR 40.00 X 0 0 0 SR MARY LOU MITCHELL DIRECTOR 1.00 X 0 0 0 BARBARA RITZEL DIRECTOR 1.00 X 0 0 0 DINA NATALE DIRECTOR 1.00 X 0 0 0 NICHOLAS DOBBERTN DIRECTOR 1.00 X 0 0 0 SR MONICA WEIS DIRECTOR 1.00 X 0 0 0 ERIN GOERKE FINANCE DIRECTOR 40.00 X 73898 0 6980 300918 0 29649 1 0 0 0 COLLINS PAVING 2315 CLARK ROAD PENN YANN NY 14527 PAVING 180031 BLACKBAUD 2000 DANIEL ISLAND DRIVE CHARLESTON SC 294927541 SOFTWARE 114545 HESS CORP PO BOX 905243 CHARLOTTE NC 282905243 GAS AND ELECTRIC 108266 3 470971 459313 930284 TUITION AND AID 611710 5957219 5957219 FOUNDATION FINANCIAL A 611710 788585 788585 TEXTBOOK FEES 611710 30856 30856 DRIVERS EDUCATION 611710 17281 17281 87636 87636 6881577 63090 16299 46791 46791 131224 50350 80874 80874 AUXILIARY 611110 410997 410997 BOOK STORE 452000 65243 65243 YEARBOOKS 511130 38021 38021 205067 205067 719328 8658854 7600905 0 127665 352653 352653 281900 75600 206300 5038053 4150386 589614 298053 180506 143388 27005 10113 484618 384964 72503 27151 387427 307758 57963 21706 8332 8332 16800 16800 31131 31131 425573 150570 268184 6819 27756 4822 14576 8358 4247 4247 234304 222589 11715 17225 1298 996 14931 1749424 1661953 87471 59558 59558 PROGRAM - ACTIVITIES 424238 424238 ATHLETICS 150137 150137 PRINTING AND PUBLICATIO 31744 31744 TEXTBOOKS 7423 7423 237494 90756 128502 18236 10150543 8132782 1580650 437111 34657 44577 241875 78163 620 48670 24040 21658 79917 78895 30965996 17671420 14412446 13294576 157765 160247 14951320 13726786 179935 230257 245679 237320 1040656 1212789 208429 206738 1674699 1887104 X 13276621 11839682 13276621 11839682 14951320 13726786 X -1491689 54750 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 13222716 278874 2167167 798563 65355 14804839 12449479 364910 1226275 754441 63297 13222716 13097097 382838 160323 1130282 60497 12449479 8776597 3372991 1792992 751643 58877 34963 13097097 7593392 1345982 860786 519461 478893 25209 8776597 0.55100 0.44900 1 1 1 307387 307387 28063455 15511027 12552428 2342518 2061280 281238 252636 99113 153523 13294576 DUE TO AFFILIATE 340 AGENCY ACCOUNTS HELD 130523 CAPITAL LEASE 59125 OTHER 16750 206738 X 8725503 66649 66649 8658854 0 8658854 10217192 66649 66649 10150543 0 10150543 PART V, LINE 4: ENDOWMENT FUNDS ARE HELD BY THE AQUINAS INSTITUTE FOUNDATION TO SUPPORT THE EDUCATIONAL MISSION OF THE AQUINAS INSTITUTE THROUGH FINANCIAL AID, SCHOLARSHIPS, CAPITAL IMPROVEMENTS AND OTHER ACTIVITIES. PART X, LINE 2: INCOME TAXES - THE SCHOOL IS AN EXEMPT ORGANIZATION UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). THE SCHOOL HAS BEEN CLASSIFIED AS ENTITY THAT IS NOT A PRIVATE FOUNDATION. THE SCHOOL IS REQUIRED TO FILE ANNUAL RETURNS WITH FEDERAL AND NEW YORK STATE TAXING AUTHORITIES. AS OF JUNE 30, 2014, THESE FEDERAL AND STATE INCOME TAX RETURNS ARE NO LONGER SUBJECT TO EXAMINATION BY THE RESPECTIVE AUTHORITIES FOR TAX YEARS PRIOR TO 2011. MANAGEMENT HAS DETERMINED THAT THE SCHOOL HAS NO UNCERTAIN TAX POSITIONS, INCLUDING THE TAX EXEMPT STATUS OF THE ORGANIZATION AS OF JUNE 30, 2014. PART XI, LINE 2D - OTHER ADJUSTMENTS: RAFFLE AND GOLF TOURNAMENT EXPENSES 66,649. PART XII, LINE 2D - OTHER ADJUSTMENTS: RAFFLE AND GOLF TOURNAMENT EXPENSES 66,649. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE SCHOOL ADVERTISES ITS NONDISCRIMINATION POLICY TWICE A YEAR IN THE MAJOR LOCAL NEWSPAPERS SCHEDULE E, PART I, LINE 6 SCHOOL RECEIVES REIMBURSEMENT FROM NYS FOR MANDATED SERVICES PROVIDED GOLF TOURNAMENT 63090 63090 11216 5083 63090 63090 11216 5083 16299 46791 131224 26000 24350 0 131224 26000 24350 50350 80874 NY 1 0 0 0 1.00000 ERIN GOERKE 1127 DEWEY AVENUE ROCHESTER NY 14613 0 NA 0 SCHEDULE G, PART III, LINE 1 SCHOOL OPERATES AN ANNUAL RAFFLE FOR SUPPLEMENTAL SCHOOL OPERATING FUNDS 1 TUITION SCHOLARSHIPS AND FINANCIAL AID TO STUDENTS 250 352653 TUITION ASSISTANCE FINANCIAL AID TO STUDENTS BASED ON INDIVIDUAL NEED APPROVED BY MANAGEMENT AND FINANCIAL AID COMMITTEE PART I, LINE 2: FINANCIAL AID IS PROVIDED BASED ON FINANCIAL NEEDS AS DOCUMENTED BY THE STUDENT FAMILIES AND REVIEWED AND AWARDED BY MANAGEMENT OF THE SCHOOL BASED ON INDIVIDUAL NEED. FORM 990, PART VI, SECTION B, LINE 11 A COPY OF THE FORM 990 IS PROVIDED TO AND REVIEWED BY THE FINANCE COMMITTEE OF THE BOARD OF TRUSTEES AND MADE AVAIALABLE TO THE BOARD PRIOR TO THE FILING OF THE FORM. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST STATEMENTS ARE REVIEWED ANNUALLY BY THE SECRETARY OF THE BOARD. ANY KNOWN CONFLICTS ARE ADDRESSED, AS REQUIRED. FORM 990, PART VI, SECTION C, LINE 19 THE FORM 990 IS AVAILABLE AT THE WEBSITE OF GUIDESTAR.ORG. OTHER DOCUMENTATION IS AVAILABLE UPON REQUEST TO THE ADMINISTRATIVE OFFICES. FORM 990, PART XI, LINE 9: TRANSFER FROM THE AQUINAS INSTITUTE FOUNDATION, INC. 54,750. THE AQUINAS INSTITUTE FOUNDATION INC 1127 DEWEY AVENUE ROCHESTER NY 14613 161587879 FUNDRAISING NY 501(C)(3) YES N/A 0 0 0 1 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 1 THE AQUINAS INSTITUTE FOUNDATION INC C 798563 CASH THE AQUINAS INSTITUTE FOUNDATION INC S 100000 CASH