UNIVERSITY OF SAINT JOSEPH: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF SAINT JOSEPH (EIN 06-0646829)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-05-07
- IRS object ID
- 201531279349300403
- Schema version
- 2013v4.0
- 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 M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-07T06:36:30-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Financial Plaza | AddressLine1 |
| City | Hartford | City |
| State | CT | State |
| ZIP Code | 061032608 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 060646829 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | University of Saint Joseph | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % WILLIAM HAWKINS CONTROLLER | InCareOfNm |
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 8602324571 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1678 ASYLUM AVENUE | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | WEST HARTFORD | City |
| State | CT | State |
| ZIP Code | 061172791 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHAWN M HARRINGTON | PersonNm |
| Person Title | VP FINANCE & ADMINISTRATION | PersonTitleTxt |
| Phone | 8602324571 | PhoneNum |
| Signature | 2015-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Mary-Evelyn Antonetti | PreparerPersonNm |
| PTIN | P00431862 | PTIN |
| Phone | 8602324571 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PAMELA TROTMAN REID PHD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1678 ASYLUM AVENUE | AddressLine1 |
| City | WEST HARTFORD | City |
| State | CT | State |
| ZIP Code | 061172791 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $81,396,735 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Group Exemption | 0928 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.USJ.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1925 | FormationYr |
| Legal Domicile State | CT | LegalDomicileStateCd |
| Activity Or Mission | THE UNIVERSITY 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 Body | 28 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 27 | VotingMembersIndependentCnt |
| Total Employee | 1389 | TotalEmployeeCnt |
| Total Volunteers | 100 | TotalVolunteersCnt |
| Total Gross UBI | $125,275 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$144,926 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $7,855,011 | PYContributionsGrantsAmt |
| CY Contributions Grants | $8,301,842 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $59,955,822 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $65,055,019 | CYProgramServiceRevenueAmt |
| PY Investment Income | $890,300 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,209,122 | CYInvestmentIncomeAmt |
| PY Other Revenue | $495,940 | PYOtherRevenueAmt |
| CY Other Revenue | $367,146 | CYOtherRevenueAmt |
| PY Total Revenue | $69,197,073 | PYTotalRevenueAmt |
| CY Total Revenue | $74,933,129 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $13,625,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $13,970,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $37,077,168 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $39,187,018 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $60,000 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $137,000 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,815,645 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $17,481,905 | PYOtherExpensesAmt |
| CY Other Expenses | $18,773,854 | CYOtherExpensesAmt |
| PY Total Expenses | $68,244,073 | PYTotalExpensesAmt |
| CY Total Expenses | $72,067,872 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $953,000 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,865,257 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $66,025,480 | TotalAssetsBOYAmt |
| Total Assets EOY | $78,123,304 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $30,496,480 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $38,406,304 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $35,529,000 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $39,717,000 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE 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 O | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $45,364,902 | ExpenseAmt |
| Grant | $13,970,000 | GrantAmt |
| Revenue | $54,651,885 | RevenueAmt |
| Desc | COLLEGE 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 877 STUDENTS ENROLLED, THE UNIVERSITY OF SAINT JOSEPH HAS A CO-EDUCATIONAL GRADUATE AND PROFESSIONAL STUDIES PROGRAM OFFERING MASTER'S DEGREES AND CERTIFICATES TO 1,367 STUDENTS; A CO-EDUCATIONAL WEEKEND PROGRAM SERVING 173 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. THE SCHOOL OF PHARMACY'S INAUGURAL CLASS BEGAN IN AUGUST, 2011, WITH 67 STUDENTS; IN 2013 THE SCHOOL HAD 223 STUDENTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $8,970,000 | ExpenseAmt |
| Revenue | $10,403,134 | RevenueAmt |
| Desc | MODEL SCHOOLS THE UNIVERSITY IS HOME TO TWO MODEL SCHOOLS: THE GENGRAS CENTER AND THE SCHOOL FOR YOUNG CHILDREN. THE GENGRAS CENTER IS A STATE-APPROVED PRIVATE SPECIAL EDUCATION FACILITY THAT PROVIDES HIGHLY STRUCTURED, INTENSIVE AND SELF-CONTAINED SPECIAL EDUCATION PROGRAMS FOR ELEMENTARY, MIDDLE AND HIGH SCHOOL STUDENTS. IN 2013 IT SERVED 122 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. THE SCHOOL FOR YOUNG CHILDREN IS A NATIONALLY-ACCREDITED PRESCHOOL WHICH HAS BEEN SERVING CHILDREN SINCE 1936; IN 2013 IT ENROLLED 115 STUDENTS. IT SERVES AS A TRAINING PROGRAM FOR UNIVERSITY STUDENTS PURSUING CAREERS IN EARLY CHILDHOOD EDUCATION AND RELATED FIELDS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $54,334,902 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | Yes (true) | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (true) | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 189 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 1389 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 28 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 27 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM HAWKINS CONTROLLER | PersonNm |
| Phone | 8602315405 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1678 ASYLUM AVENUE | AddressLine1 |
| City | WEST HARTFORD | City |
| State | CT | State |
| ZIP Code | 06117 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (35 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| PAMELA TROTMAN REID PHD | |||||||
| PRESIDENT, TRUSTEE | 37.5 | Yes (X) | Yes (X) | $322,270 | $0 | $86,188 | |
| LAURA BERRY | |||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| JUDITH A CAREY RSM PHD | |||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| SANDRA BENDER FROMSON PHD | |||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| E CLAYTON GENGRAS JR | |||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| SHEILA W HORAN | |||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| ROSEMARY E JEFFRIES RSM PHD | |||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM T KOSTURKO JD | |||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| PATRICIA LESHANE | |||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| LOIS F LEWIS | |||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| MARY A MCCARTHY RSM | |||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL E MCDONOUGH JD | |||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| JEANNE B MEROLA | |||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| LOIS M NESCI | |||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| BREWSTER PERKINS | |||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| PATRICIA J ROONEY RSM | |||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| ELAINE M SWEENEY RSM | |||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| JAMES WAKIM JD | |||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| CONSTANCE K WEAVER | |||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| KATHLEEN D AMATANGELO | |||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| ELIZABETH C BARTON JD | |||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| GREGORY A BOYKO JD | |||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| SUZANNE M DELIEE RSM | |||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| MARTHA S GERVASI | |||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT KING | |||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| JENNIFER C NIEMANN | |||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| ELIZABETH RUBINO | |||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| JOSEPH J SPALLUTO JD | |||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| SHAWN M HARRINGTON | |||||||
| VP FINANCE & ADMIN, TREASURER | 37.5 | Yes (X) | $175,496 | $0 | $41,236 | ||
| MICHELLE KALIS | |||||||
| PROVOST | 37.5 | Yes (X) | $187,267 | $0 | $29,366 | ||
| JAMES HENKEL | |||||||
| ASSOC. DEAN, SCHOOL OF PHARM | 37.5 | $138,721 | $0 | $15,745 | Yes (X) | ||
| DOUGLAS NELSON | |||||||
| VP INSTITUTIONAL ADVANCEMENT | 37.5 | $161,350 | $0 | $18,242 | Yes (X) | ||
| BERTRAM NICHOLAS | |||||||
| ASST. DEAN, SCHOOL OF PHARM | 37.5 | $131,677 | $0 | $16,292 | Yes (X) | ||
| JOSEPH OFOSU | |||||||
| DEAN, SCHOOL OF PHARMACY | 37.5 | $227,403 | $0 | $25,588 | Yes (X) | ||
| IVAN EDAFIOGHO | |||||||
| PROFESSOR, SCHOOL OF PHARM | 37.5 | $123,974 | $0 | $26,046 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,468,158 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $258,703 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 40 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Bon Appetit co Compass Group USA | |||||
| 2400 Yorkmont Rd | Charlotte | NC | 28217 | Food Services | $1,548,655 |
| Sodexo Operations LLC | |||||
| 9801 Washington Blvd | Gaithersburg | MD | 20878 | Facilities Mgmt. | $1,042,475 |
| K-12 Teachers Alliance | |||||
| 20624 Abbey Woods Ct North | Frankfort | IL | 60423 | Marketing & Admin | $923,650 |
| JCJ Architecture | |||||
| 38 Prospect St | Hartford | CT | 06103 | Architectural Svcs. | $362,896 |
| Automatic Data Processing Inc | |||||
| 1 ADP Blvd | Roseland | NJ | 07068 | Payroll Processing | $183,490 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 9 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $197,861 | FundraisingAmt |
| Government Grants | $3,085,518 | GovernmentGrantsAmt |
| All Other Contributions | $5,018,463 | AllOtherContributionsAmt |
| Noncash Contributions | $169,147 | NoncashContributionsAmt |
| Total Contributions | $8,301,842 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| Tuition and fees | 611710 | $49,914,764 | $49,914,764 | |
| Residence & Dining | 721000 | $4,477,129 | $4,477,129 | |
| Sales & Services | 611710 | $10,548,310 | $10,548,310 | |
| Fitness Center Revenue | 713940 | $114,816 | $114,816 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $65,055,019 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $465,744 | TotalRevenueColumnAmt |
| Exclusion | $465,744 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $141,084 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $141,084 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $141,084 | TotalRevenueColumnAmt |
| Exclusion | $141,084 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,054,000 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,310,622 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $743,378 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $743,378 | TotalRevenueColumnAmt |
| Exclusion | $743,378 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $103,482 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $197,861 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $152,984 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$49,502 | TotalRevenueColumnAmt |
| Exclusion | -$49,502 | ExclusionAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| Commissions | 900099 | $40,915 | $40,915 | |
| Miscellaneous | 900099 | $234,649 | $224,190 | $10,459 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $275,564 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $74,933,129 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $64,940,203 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $125,275 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,565,809 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,970,000 | TotalAmt |
| Program Services | $13,970,000 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $854,090 | TotalAmt |
| Program Services | $218,819 | ProgramServicesAmt |
| Management And General | $573,297 | ManagementAndGeneralAmt |
| Fundraising | $61,974 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,106,265 | TotalAmt |
| Program Services | $25,637,999 | ProgramServicesAmt |
| Management And General | $3,633,074 | ManagementAndGeneralAmt |
| Fundraising | $835,192 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,211,246 | TotalAmt |
| Program Services | $1,883,061 | ProgramServicesAmt |
| Management And General | $266,842 | ManagementAndGeneralAmt |
| Fundraising | $61,343 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,840,511 | TotalAmt |
| Program Services | $3,270,516 | ProgramServicesAmt |
| Management And General | $463,454 | ManagementAndGeneralAmt |
| Fundraising | $106,541 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,174,906 | TotalAmt |
| Program Services | $1,852,114 | ProgramServicesAmt |
| Management And General | $262,457 | ManagementAndGeneralAmt |
| Fundraising | $60,335 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $990,347 | TotalAmt |
| Management And General | $990,347 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $230,592 | TotalAmt |
| Management And General | $230,592 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $126,230 | TotalAmt |
| Management And General | $126,230 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,000 | TotalAmt |
| Fundraising | $52,000 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $137,000 | TotalAmt |
| Fundraising | $137,000 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $154,872 | TotalAmt |
| Management And General | $154,872 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,740,613 | TotalAmt |
| Program Services | $1,843,615 | ProgramServicesAmt |
| Management And General | $747,485 | ManagementAndGeneralAmt |
| Fundraising | $149,513 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,009,050 | TotalAmt |
| Program Services | $324,438 | ProgramServicesAmt |
| Management And General | $598,599 | ManagementAndGeneralAmt |
| Fundraising | $86,013 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $573,260 | TotalAmt |
| Program Services | $221,585 | ProgramServicesAmt |
| Management And General | $318,735 | ManagementAndGeneralAmt |
| Fundraising | $32,940 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $982,181 | TotalAmt |
| Program Services | $17,368 | ProgramServicesAmt |
| Management And General | $964,813 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,560,287 | TotalAmt |
| Program Services | $1,324,020 | ProgramServicesAmt |
| Management And General | $1,236,267 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $282,297 | TotalAmt |
| Program Services | $219,792 | ProgramServicesAmt |
| Management And General | $22,187 | ManagementAndGeneralAmt |
| Fundraising | $40,318 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $320,600 | TotalAmt |
| Program Services | $301,217 | ProgramServicesAmt |
| Management And General | $6,655 | ManagementAndGeneralAmt |
| Fundraising | $12,728 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $743,835 | TotalAmt |
| Management And General | $743,835 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,310,920 | TotalAmt |
| Management And General | $3,310,920 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $335,672 | TotalAmt |
| Management And General | $335,672 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Food Services | $1,407,255 | $1,407,255 | ||
| PROGRAM EXPENSES | $575,093 | $575,093 | ||
| DUES & SUBSCRIPTIONS | $555,059 | $381,282 | $152,597 | $21,180 |
| SUPPLIES | $328,768 | $298,529 | $30,239 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,494,923 | TotalAmt |
| Program Services | $588,199 | ProgramServicesAmt |
| Management And General | $748,156 | ManagementAndGeneralAmt |
| Fundraising | $158,568 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,067,872 | TotalAmt |
| Program Services | $54,334,902 | ProgramServicesAmt |
| Management And General | $15,917,325 | ManagementAndGeneralAmt |
| Fundraising | $1,815,645 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part X | Yes (X) | InfoInScheduleOPartXInd |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $287,886 | BOYAmt |
| EOY | $519,732 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,723 | BOYAmt |
| EOY | $64,960 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,356,657 | BOYAmt |
| EOY | $3,265,917 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,204,000 | BOYAmt |
| EOY | $3,353,999 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $536,093 | BOYAmt |
| EOY | $635,533 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $79,481,107 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $40,680,380 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,145,740 | BOYAmt |
| EOY | $38,800,727 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,608,019 | BOYAmt |
| EOY | $25,140,683 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,865,362 | BOYAmt |
| EOY | $6,341,753 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,025,480 | BOYAmt |
| EOY | $78,123,304 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,079,831 | BOYAmt |
| EOY | $7,613,856 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,779,781 | BOYAmt |
| EOY | $4,559,235 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,766,429 | BOYAmt |
| EOY | $24,203,598 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,870,439 | BOYAmt |
| EOY | $2,029,615 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,496,480 | BOYAmt |
| EOY | $38,406,304 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,874,000 | BOYAmt |
| EOY | $16,595,000 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,835,000 | BOYAmt |
| EOY | $9,680,000 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,820,000 | BOYAmt |
| EOY | $13,442,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,529,000 | BOYAmt |
| EOY | $39,717,000 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,025,480 | BOYAmt |
| EOY | $78,123,304 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $2,865,257 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,075,743 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$753,000 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
| Contribution Controller | false | ContributionControllerInd |
| Contribution Family | false | ContributionFamilyInd |
| Contribution35 Controlled | false | Contribution35ControlledInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,555,503 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,163,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,966,937 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,855,011 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,301,842 | CurrentTaxYearAmt |
| Total | $38,842,293 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,555,503 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,163,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,966,937 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,855,011 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,301,842 | CurrentTaxYearAmt |
| Total | $38,842,293 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,868,999 | SubstantialContributorsTotAmt |
| Public Support Total170 | $34,973,294 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $465,799 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $477,812 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $639,023 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $608,400 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $606,828 | CurrentTaxYearAmt |
| Total | $2,797,862 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,081 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $10,081 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $68,902 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $104,919 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $45,902 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $403,928 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $265,105 | CurrentTaxYearAmt |
| Total | $888,756 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $42,538,992 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $275,391,929 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.82215 | PublicSupportCY170Pct |
| Public Support PY170 | 0.00000 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | false | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | Yes (true) | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (true) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $52,000 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | false | OtherActivitiesInd |
| Total Lobbying Expenditures | $52,000 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | LOBBYING ACTIVITIES | FormAndLineReferenceDesc |
| Explanation | THE UNIVERSITY OF SAINT JOSEPH BELONGS TO THE CONNECTICUT CONSORTIUM OF INDEPENDENT COLLEGES (CCIC) AND OTHER ACADEMIC ASSOCIATIONS, WHICH AT TIMES MAY ENGAGE IN LOBBYING ACTIVITIES. DURING THE YEAR ENDED JUNE 30, 2014, THE UNIVERSITY PAID AN OUTSIDE LOBBYING FIRM $52,000 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $675,585 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Held Works Art | HeldWorksArtGrp | |
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
Collection Used Other Purposes CollectionUsedOtherPurposesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Other Purposes | Yes (X) | CollectionUsedOtherPurposesInd |
| Other Purposes | TEACHING | OtherPurposesDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $23,079,000 | BeginningYearBalanceAmt |
| Contributions | $604,000 | ContributionsAmt |
| Investment Earnings Or Losses | $3,127,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $562,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $645,000 | OtherExpendituresAmt |
| End Year Balance | $25,603,000 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $21,663,000 | BeginningYearBalanceAmt |
| Contributions | $215,000 | ContributionsAmt |
| Investment Earnings Or Losses | $2,292,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $586,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $505,000 | OtherExpendituresAmt |
| End Year Balance | $23,079,000 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $21,406,000 | BeginningYearBalanceAmt |
| Contributions | $1,085,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$51,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $553,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $224,000 | OtherExpendituresAmt |
| End Year Balance | $21,663,000 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,495,000 | BeginningYearBalanceAmt |
| Contributions | $3,730,000 | ContributionsAmt |
| Investment Earnings Or Losses | $2,921,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $450,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $290,000 | OtherExpendituresAmt |
| End Year Balance | $21,406,000 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,503,000 | BeginningYearBalanceAmt |
| Contributions | $82,000 | ContributionsAmt |
| Investment Earnings Or Losses | $1,622,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $349,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,363,000 | OtherExpendituresAmt |
| End Year Balance | $15,495,000 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.27000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.73000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,522,941 | OtherCostOrOtherBasisAmt |
| Book Value | $2,522,941 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $45,523,337 | OtherCostOrOtherBasisAmt |
| Depreciation | $21,356,998 | DepreciationAmt |
| Book Value | $24,166,339 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,447,942 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,379,825 | DepreciationAmt |
| Book Value | $1,068,117 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $21,551,890 | OtherCostOrOtherBasisAmt |
| Depreciation | $14,309,169 | DepreciationAmt |
| Book Value | $7,242,721 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,434,997 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,634,388 | DepreciationAmt |
| Book Value | $3,800,609 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $38,800,727 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| UNAMORTIZED BOND ISSUANCE COST | $420,026 |
| LIFE INSURANCE | $10,306 |
| CHEFA ESCROW | $5,901,421 |
| SECURITY DEPOSIT | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $6,341,753 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| CAPITAL LEASE OBLIGATION | $173,557 |
| GOVERNMENT GRANTS REFUNDABLE | $349,729 |
| SHORT-TERM LINE OF CREDIT | $1,506,329 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,029,615 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $62,884,000 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,075,743 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $2,075,743 | RevenueNotReportedAmt |
| Revenue Subtotal | $60,808,257 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $154,872 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $13,970,000 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $14,124,872 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $74,933,129 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $58,696,000 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $753,000 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $753,000 | ExpensesNotReportedAmt |
| Expenses Subtotal | $57,943,000 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $154,872 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $13,970,000 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $14,124,872 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $72,067,872 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4 | ORGANIZATION'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 4 | ENDOWMENT FUNDS: THE UNIVERSITY'S ENDOWMENT CONSISTS OF APPROXIMATELY 170 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 $13,970,000 ___________ TOTAL $13,970,000 |
| PART XII, LINE 2D | OTHER EXPENSES INCLUDED ON BOOKS BUT NOT ON RETURN: LOSS ON SWAP $ 378,000 LOSS ON REFINANCING 375,000 _________ TOTAL $ 753,000 |
| PART XII, LINE 4B | OTHER AMOUNTS INCLUDED ON RETURN BUT NOT BOOKS: FINANCIAL AID $13,970,000 ___________ TOTAL $13,970,000 |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (true) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)
| ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|
| PAMELA P WEST | ||||
| CONSULTING | false | $33,465 | $60,000 | -$26,535 |
| KAREN BUCK | ||||
| CONSULTING | false | $5,000 | $77,000 | -$72,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $38,465 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $137,000 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$98,535 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DE | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | ID | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | IN | LicensedStatesCd |
| Licensed States | IA | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | MT | LicensedStatesCd |
| Licensed States | NE | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | SD | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | TX | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | WY | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GALA | NameOfEvent1Amt |
| Gross Receipts Event1 | $263,558 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $194,472 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $69,086 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $8,200 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $59,363 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $2,500 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $74,083 | OtherDirectExpensesEvent1Amt |
| Name Of Event2 | FUNDRAISER SYC | NameOfEvent2Amt |
| Gross Receipts Event2 | $18,659 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $310 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $18,349 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $2,520 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $2,203 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $19,126 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $3,079 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $16,047 | GrossRevenueOtherEventsAmt |
| Food And Beverage Other Events | $2,960 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $1,155 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $301,343 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $197,861 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $103,482 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $8,200 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $64,843 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $2,500 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $77,441 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $152,984 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$49,502 | NetIncomeSummaryAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PAID FUNDRAISERS | FormAndLineReferenceDesc |
| Explanation | THE UNIVERSITY ENGAGED PAMELA WEST AS A FUNDRAISING CONSULTANT IN CONNECTION WITH THE PLANNING AND IMPLEMENTATION OF A CAMPAIGN TO RAISE FUNDS FOR THE CENTER FOR APPLIED RESEARCH AND EDUCATION, A MAJOR INITIATIVE. THE CAMPAIGN IS A MULTI-YEAR EFFORT REQUIRING SIGNIFICANT ADVANCE PLANNING. THE UNIVERSITY ENGAGED KAREN BUCK AS A FUNDRAISING CONSULTANT IN CONNECTION WITH CONTRIBUTIONS FROM CORPORATIONS AND FOUNDATIONS. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | COLLEGE SCHOLARSHIPS & GRANTS | GrantTypeTxt |
| Recipient | 809 | RecipientCnt |
| Cash Grant | $13,970,000 | CashGrantAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Non Cash Assistance | SCHOLARSHIPS | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | MONITOR THE USE OF GRANT FUNDS | FormAndLineReferenceDesc |
| Explanation | THE 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PAMELA TROTMAN REID PHD | ||||||||||||||
| PRESIDENT, TRUSTEE | $284,073 | $0 | $20,000 | $0 | $18,197 | $0 | $28,050 | $0 | $58,138 | $0 | $408,458 | $0 | $0 | $0 |
| SHAWN M HARRINGTON | ||||||||||||||
| VP FINANCE & ADMIN, TREASURER | $175,496 | $0 | $0 | $0 | $0 | $0 | $20,320 | $0 | $20,916 | $0 | $216,732 | $0 | $0 | $0 |
| MICHELLE KALIS | ||||||||||||||
| PROVOST | $187,267 | $0 | $0 | $0 | $0 | $0 | $20,901 | $0 | $8,465 | $0 | $216,633 | $0 | $0 | $0 |
| JAMES HENKEL | ||||||||||||||
| ASSOC. DEAN, SCHOOL OF PHARM | $138,721 | $0 | $0 | $0 | $0 | $0 | $15,340 | $0 | $405 | $0 | $154,466 | $0 | $0 | $0 |
| DOUGLAS NELSON | ||||||||||||||
| VP INSTITUTIONAL ADVANCEMENT | $161,350 | $0 | $0 | $0 | $0 | $0 | $17,752 | $0 | $490 | $0 | $179,592 | $0 | $0 | $0 |
| JOSEPH OFOSU | ||||||||||||||
| DEAN, SCHOOL OF PHARMACY | $227,403 | $0 | $0 | $0 | $0 | $0 | $25,095 | $0 | $493 | $0 | $252,991 | $0 | $0 | $0 |
| IVAN EDAFIOGHO | ||||||||||||||
| PROFESSOR, SCHOOL OF PHARM | $123,974 | $0 | $0 | $0 | $0 | $0 | $14,443 | $0 | $11,603 | $0 | $150,020 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
| HEALTH AND SOCIAL CLUB DUES | THE UNIVERSITY PAYS MEMBERSHIP DUES AT THE HARTFORD GOLF CLUB AND 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 7 | THE PRESIDENT OF THE UNIVERSITY RECEIVED A DISCRETIONARY BONUS DURING CALENDAR YEAR 2013 BASED UPON ACHIEVEMENT OF ESTABLISHED GOALS. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|
| CHEFA - EASYLOAN | |||||||
| A | 060806186 | 2011-08-01 | $5,000,000 | Equipment Financing | false | false | false |
| CHEFA -SERIES C BOND | |||||||
| B | 060806186 | 2013-11-01 | $10,800,000 | Land purchase, refunding | false | false | false |
| CHEFA SERIES D BOND | |||||||
| C | 060806186 | 2013-11-01 | $10,800,000 | BLdg. construction, land purchase, | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $2,142,857 | $0 | $5,000,000 | $0 | $0 | $0 | $0 | $0 | $0 | $4,797,224 | $0 | $202,776 | 2014 | false | false | false | Yes (true) |
| B | $168,636 | $0 | $10,800,000 | $0 | $0 | $0 | $154,747 | $0 | $0 | $785,182 | $9,808,000 | $52,071 | 2014 | false | Yes (true) | false | Yes (true) |
| C | $84,909 | $0 | $10,800,000 | $0 | $0 | $0 | $128,633 | $0 | $0 | $784,803 | $4,240,000 | $5,646,564 | false | Yes (true) | false | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | false | 0 | false | false | false | Yes (true) |
| B | false | false | false | false | 0 | false | false | false | Yes (true) |
| C | false | false | false | false | 0 | false | false | false | false |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Business Name Line1GICProviderName/BusinessNameLine1 | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd | Term Of HedgeTermOfHedgePct |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 0 | |||||||||||
| A | false | Yes (true) | false | false | false | false | false | 0 | false | false | |
| BERKSHIRE BANK | |||||||||||
| B | false | Yes (true) | Yes (true) | Yes (true) | false | false | 0 | false | false | 10. | |
| 0 | |||||||||||
| C | false | Yes (true) | false | false | false | false | false | 0 | false | false | |
Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | false |
| B | false |
| C | false |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE K, PART III, LINE 7 | THE UNIVERSITY REVIEWS EVERY ACTIVITY PROPOSED FOR ITS BOND-FINANCED FACILITIES, AND DOES NOT ALLOW ANY PRIVATE-USE ACTIVITY IN THOSE FACILITIES. |
| SCHEDULE K, PART IV, LINE 7 AND PART V | THE UNIVERSITY THOROUGHLY REVIEWS ITS BOND ACTIVITY TO ENSURE THAT VIOLATIONS TO FEDERAL TAX REQUIREMENTS ARE IDENTIFIED AND CORRECTED. HOWEVER, THE UNIVERSITY DOES NOT MAINTAIN WRITTEN POLICIES FOR THESE REVIEWS. |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | SEE PART II | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $169,147 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVG. OF MARKET | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | AUCTION PRIZES | Desc |
| Contribution | 241 | ContributionCnt |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | SEE PART II | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | NONCASH CONTRIBUTIONS | FormAndLineReferenceDesc |
| Explanation | OTHER THAN CONTRIBUTIONS OF STOCK, NON-CASH ITEMS ARE NOT INCLUDED IN THE FINANCIAL STATEMENTS OF THE UNIVERSITY UNLESS THEY ARE SIGNIFICANT IN AMOUNT. FOR 2013, THE UNIVERSITY RECEIVED 1 ITEM OF ARTWORK AND 241 AUCTION ITEMS, WHICH WERE RECORDED AT ZERO VALUE. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, QUESTION 6 | ORGANIZATION'S MEMBERS: THE CONFERENCE FOR MERCY HIGHER EDUCATION, INC. ACTS AS A CORPORATE MEMBER OF THE UNIVERSITY OF SAINT JOSEPH. |
| FORM 990, PART VI, QUESTION 7A | ROLE OF SISTERS OF MERCY: ELECTION TO THE BOARD OF TRUSTEES IS BY MAJORITY VOTE OF THE UNICAMERAL BODY, WHICH CONSISTS OF THE BOARD OF TRUSTEES, AND ONE PERSON DESIGNATED BY THE MEMBER OF THE CORPORATION (THE CONFERENCE FOR MERCY HIGHER EDUCATION, INC., A MARYLAND NON-STOCK, NOT-FOR-PROFIT CORPORATION, ACTING BY AND THROUGH ITS DULY CONSTITUTED AND AUTHORIZED OFFICERS.) |
| FORM 990, PART VI, QUESTION 7B | ROLE OF SISTERS OF MERCY: THE FOLLOWING ACTIONS REQUIRE AN AFFIRMATIVE VOTE BY THE MEMBER OF THE CORPORATION (THE CONFERENCE FOR MERCY HIGHER EDUCATION, INC.) IN ORDER TO BE VALID: *DISSOLUTION OF THE CORPORATION, OR CESSATION OF OPERATION AS A UNIVERSITY AND INSTITUTION OF HIGHER EDUCATION; *SALE OF LAND; *SALE, LEASE, EXCHANGE, MORTGAGE, PLEDGE, OR ANY OTHER DISPOSITION OF OTHER ASSETS OR PROPERTY OF THE CORPORATION, IN OTHER THAN THE ORDINARY COURSE OF 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 3 | COMPENSATION POLICY: THE PROCESS FOR DETERMINING THE COMPENSATION FOR THE PRESIDENT MEETS THE THREE REQUIREMENTS OF THE REBUTTABLE PRESUMPTION. COMPENSATION FOR THE UNIVERSITY'S PRESIDENT IS SET BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES, WHICH IS COMPOSED OF INDIVIDUALS WHO DO NOT HAVE A CONFLICT OF INTEREST REGARDING THE TRANSACTION. THE PROCESS INCLUDES THE COMPARISON WITH COMPENSATION OF PRESIDENTS OF COMPARABLE INSTITUTIONS, BY MEANS OF INDUSTRY SURVEYS AND REVIEW 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, 2011. |
| FORM 990, PART VI, LINE 19 | PUBLIC DISCLOSURE THE 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 X, LINES 20 AND 23 | THE BALANCE PAYABLE OF THE CHEFA EASYLOAN HAS BEEN REPORTED ON LINE 20, TAX-EXEMPT BOND LIABILITIES, FOR CONSISTENCY IN REPORTING WITH SCHEDULE K. IN TAX YEAR 2012, THE BALANCE OF THE CHEFA EASYLOAN PAYABLE HAD BEEN REPORTED ON LINE 23, SECURED MORTGAGES AND NOTES PAYABLE TO UNRELATED THIRD PARTIES. FOR COMPARATIVE PURPOSES, THE BEGINNING BALANCE OF THE CHEFA EASYLOAN PAYABLE HAS BEEN MOVED TO LINE 20 FOR TAX YEAR 2013. |
| FORM 990, PART XI, LINE 9 | OTHER CHANGES IN NET ASSETS OR FUND BALANCES: LOSS ON INTEREST RATE SWAP ($378,000) LOSS ON REFINANCING ($375,000) ------------------- TOTAL OTHER CHANGES IN NET ASSETS ($753,000) |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONFERENCE FOR MERCY HIGHER EDUCATION | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8380 COLESVILLE ROAD SUITE 300 | AddressLine1 |
| City | SILVER SPRING | City |
| State | MD | State |
| ZIP Code | 20910 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | EDUCATION | PrimaryActivitiesTxt |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 1 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |