SAINT JOSEPHS UNIVERSITY: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- SAINT JOSEPHS UNIVERSITY (EIN 23-1352674)
- Tax period
- 2012-06-01 to 2013-05-31
- Filed
- 2014-04-14
- IRS object ID
- 201411049349300536
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-04-14T14:29:16-05:00 | Timestamp |
| Tax Period End Date | 2013-05-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 861065772 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 MARKET STREET 25TH FLOOR | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 191033984 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-06-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231352674 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAINT JOSEPH'S UNIVERSITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | STJO | NameControl |
| Phone | 6106601320 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5600 CITY AVENUE | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19131 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LOUIS J MAYER | Name |
| Title | VP FINANCIAL AFFAIRS/TREASURER | Title |
| Phone | 6106601320 | Phone |
| Date Signed | 2014-04-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P01410071 | PTIN |
| Phone | 2152462300 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | REV C KEVIN GILLESPIE | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5600 CITY AVENUE | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19131 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 288006606 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.SJU.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1851 | YearFormation |
| State Legal Domicile | PA | StateLegalDomicile |
| Activity Or Mission Description | AS PHILADELPHIA'S JESUIT CATHOLIC UNIVERSITY, SAINT JOSEPH'S PROVIDES A RIGOROUS, STUDENT-CENTERED EDUCATION ROOTED IN THE LIBERAL ARTS. WE PREPARE STUDENTS FOR PERSONAL EXCELLENCE, PROFESSIONAL SUCCESS, AND ENGAGED CITIZENSHIP. STRIVING TO BE AN INCLUSIVE AND DIVERSE COMMUNITY THAT EDUCATES AND CARES FOR THE WHOLE PERSON, WE ENCOURAGE AND MODEL LIFELONG COMMITMENT TO THINKING CRITICALLY, MAKING ETHICAL DECISIONS, PURSUING SOCIAL JUSTICE, AND FINDING GOD IN ALL THINGS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 33 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 29 | NbrIndependentVotingMembers |
| Total Nbr Employees | 3790 | TotalNbrEmployees |
| Total Nbr Volunteers | 32 | TotalNbrVolunteers |
| Total Gross UBI | 1256101 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -486298 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 14596032 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 19841411 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 248122900 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 255334300 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 6933883 | InvestmentIncomePriorYear |
| Investment Income Current Year | 7069581 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 5474115 | OtherRevenuePriorYear |
| Other Revenue Current Year | 5364560 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 275126930 | TotalRevenuePriorYear |
| Total Revenue Current Year | 287609852 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 68057042 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 73684935 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 103182337 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 110216143 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 6159177 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 113075974 | OtherExpensePriorYear |
| Other Expenses Current Year | 96984264 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 284315353 | TotalExpensesPriorYear |
| Total Expenses Current Year | 280885342 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -9188423 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 6724510 | RevenuesLessExpensesCY |
| Total Assets BOY | 622004129 | TotalAssetsBOY |
| Total Assets EOY | 630362090 | TotalAssetsEOY |
| Total Liabilities BOY | 297389070 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 280058420 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 324615059 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 350303670 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | AS PHILADELPHIA'S JESUIT CATHOLIC UNIVERSITY, SAINT JOSEPH'S PROVIDES A RIGOROUS, STUDENT-CENTERED EDUCATION ROOTED IN THE LIBERAL ARTS. WE PREPARE STUDENTS FOR PERSONAL EXCELLENCE, PROFESSIONAL SUCCESS, AND ENGAGED CITIZENSHIP. STRIVING TO BE AN INCLUSIVE AND DIVERSE COMMUNITY THAT EDUCATES AND CARES FOR THE WHOLE PERSON, WE ENCOURAGE AND MODEL LIFELONG COMMITMENT TO THINKING CRITICALLY, MAKING ETHICAL DECISIONS, PURSUING SOCIAL JUSTICE, AND FINDING GOD IN ALL THINGS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 250432899 | Expense |
| Grants | 73684935 | Grants |
| Revenue | 254861181 | Revenue |
| Description | SAINT JOSEPH'S UNIVERSITY ADVANCES THE PROFESSIONAL AND PERSONAL AMBITIONS OF MEN AND WOMEN BY PROVIDING A DEMANDING YET SUPPORTIVE, EDUCATIONAL EXPERIENCE. ONE OF ONLY 153 SCHOOLS WITH A PHI BETA KAPPA CHAPTER AND AACSB BUSINESS SCHOOL ACCREDITATION, SAINT JOSEPH'S IS HOME TO 4,600 TRADITIONAL UNDERGRADUATES, 650 COLLEGE OF PROFESSIONAL AND LIBERAL STUDIES ADULT UNDERGRADUATES, AND 3,550 GRADUATE AND DOCTORAL STUDENTS. THE UNIVERSITY STRIVES TO BE RECOGNIZED AS THE PREEMINENT CATHOLIC COMPREHENSIVE UNIVERSITY IN THE NORTHEAST.SAINT JOSEPH'S OFFERS OVER 75 UNDERGRADUATE PROGRAMS LEADING TO AN AWARD OF A CERTIFICATE,ASSOCIATE, OR BACHELOR'S DEGREE,30 SEMESTER ABROAD PROGRAMS,OVER 45 GRADUATE PROGRAMS LEADING TO MASTER'S DEGREES AND AN ED.D. IN EDUCATIONAL LEADERSHIP. | Description |
| Total Program Service Expense | 250432899 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 1 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 316 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 3790 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Form8899 Filed | 0 | Form8899Filed |
| Form1098 C Filed | 0 | Form1098CFiled |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Taxable Distributions | 0 | TaxableDistributions |
| Distribution To Donor | 0 | DistributionToDonor |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 33 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 29 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 1 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOUIS J MAYER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6106601320 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5600 CITY AVENUE | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 191311395 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (52 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| C KEVIN GILLESPIE SJ | ||||||||
| PRESIDENT | 40.00 | X | X | 0 | 0 | 0 | ||
| ROBERT J BOWMAN | ||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |||
| GEORGE BUR SJ | ||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |||
| ROBERT J CARUSO | ||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |||
| MATTHEW P CLIFTON | ||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |||
| A BRUCE CRAWLEY | ||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |||
| ALBERT DIULIO SJ | ||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |||
| MARLENE S DOONER | ||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |||
| DENNIS M DURKIN | ||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |||
| GERIANNE TRINGALI DIPIANO | ||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |||
| ROBERT D FALESE JR | ||||||||
| CHAIR | 10.00 | X | 0 | 0 | 0 | |||
| SR MAUREEN A FAY OP | ||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |||
| VINCENT J GENOVESI SJ | ||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |||
| JOHN J GRIFFIN JR | ||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |||
| WILLIAM A HARVEY | ||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |||
| DANIEL J HILFERTY III | ||||||||
| VICE CHAIR | 5.00 | X | 0 | 0 | 0 | |||
| REV GREGORY A KALSCHEUR SJ | ||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |||
| MICHAEL L KEMPSKI | ||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |||
| EDWARD D LOUGHLIN | ||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |||
| LYNN B MCKEE | ||||||||
| SECRETARY | 5.00 | X | 0 | 0 | 0 | |||
| JOSEPH J MCLAUGHLIN JR | ||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |||
| EDWARD W MONEYPENNY | ||||||||
| VICE CHAIR | 10.00 | X | 0 | 0 | 0 | |||
| REV BRUCE MORRILL SJ | ||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |||
| MAUREEN A O'CONNOR | ||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |||
| REV SCOTT R PILARZ SJ | ||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |||
| JOHN J SWANICK | ||||||||
| TRUSTEE | 8.00 | X | 0 | 0 | 0 | |||
| SEAN S SWEENEY | ||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |||
| JOHN W SWOPE SJ | ||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |||
| DENISE VIOLA-MONAHAN | ||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |||
| DR RAYMOND G WASHINGTON JR | ||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |||
| THE HON DOMINIC F PILEGGI | ||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |||
| REV KEVIN W WILDES SJ | ||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |||
| REV ROBERT A WILD SJ | ||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |||
| BRICE WACHTERHAUSER | ||||||||
| PROVOST | 40.00 | X | 276227 | 0 | 53422 | |||
| LOUIS MAYER | ||||||||
| VP - FIN. AFFAIRS & TREA | 40.00 | X | 251447 | 0 | 51057 | |||
| MARIANNE SCHIMELFENIG | ||||||||
| GENERAL COUNSEL | 40.00 | X | 220870 | 0 | 41354 | |||
| JOHN SMITHSON | ||||||||
| SENIOR V.P. | 40.00 | X | 314075 | 0 | 37625 | |||
| KATHLEEN GAVAL | ||||||||
| VP - PLANNING | 40.00 | 186493 | 0 | 45411 | X | |||
| KEVIN ROBINSON | ||||||||
| VP - ADMIN. SERVICE | 40.00 | 237518 | 0 | 50985 | X | |||
| JOAN CHRESTAY | ||||||||
| VP - EXTERNAL AFFAIRS | 40.00 | 179531 | 0 | 44711 | X | |||
| CARY ANDERSON | ||||||||
| VP - STUDENT LIFE | 40.00 | 173317 | 0 | 41842 | X | |||
| E SPRINGS STEELE | ||||||||
| VP - MISSION & IDENTITY | 40.00 | 181038 | 0 | 48066 | X | |||
| MARTIN FARRELL | ||||||||
| VP - DEVELOPMENT | 40.00 | 196906 | 0 | 16493 | X | |||
| JOSEPH A DIANGELO JR | ||||||||
| DEAN, HSB | 40.00 | 303867 | 0 | 53581 | X | |||
| DOMINICK J DIJULIA | ||||||||
| VP FOR ATHLETICS | 40.00 | 204204 | 0 | 46109 | X | |||
| FRAN DISANTI | ||||||||
| CIO | 40.00 | 191875 | 0 | 43737 | X | |||
| JOHN G HALLER | ||||||||
| ASSOC. PROVOST-ENROLL MGMT | 40.00 | 171002 | 0 | 43560 | X | |||
| PHILIP MARTELLI | ||||||||
| HEAD COACH, M. BSKBALL | 40.00 | 2118248 | 0 | 78962 | X | |||
| RICHARD GEORGE | ||||||||
| PROFESSOR | 40.00 | 210410 | 0 | 41921 | X | |||
| CYNTHIA GRIFFIN | ||||||||
| HEAD COACH, W. BSKBALL | 40.00 | 250125 | 0 | 91809 | X | |||
| STEPHEN PORTH | ||||||||
| ASSOC. DEAN, PROFESSOR | 40.00 | 214917 | 0 | 42371 | X | |||
| MARY SHIELDS | ||||||||
| ASSOC. VP, ATHLETIC DEV. | 40.00 | 215578 | 0 | 48441 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 6097648 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 921457 | TotalOtherCompensation |
| Number Individuals GT100 K | 187 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| INTECH CONSTRUCTION INC | |||||
| 3001 MARKET STREET STE 120 | PHILADELPHIA | PA | 19104 | CONTRACTOR-CONSTRUCTION | 19202738 |
| ARAMARK | |||||
| 1101 MARKET STREET | PHILADELPHIA | PA | 19107 | CONTRACTOR-FOOD SERVICE | 4956190 |
| JOHN S MCMANUS INC | |||||
| 9 SMITHBRIDGE ROAD | CHESTER HEIGHTS | PA | 19017 | CONTRACTOR-CONSTRUCTION | 3969794 |
| THE ARTHUR JACKSON COMPANY | |||||
| 7025 WEST CHESTER PIKE | UPPER DARBY | PA | 19082 | HOUSEKEEPING | 3440404 |
| DECO | |||||
| 432 S BETHLEHEM PIKE FL 1 | FT WASHINGTON | PA | 19034 | CONTRACTOR-CONSTRUCTION | 2342890 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 126 | NumberOfContractorsGT100K |
| Fundraising Events | 603480 | FundraisingEvents |
| Government Grants | 5789746 | GovernmentGrants |
| All Other Contributions | 13448185 | AllOtherContributions |
| Noncash Contributions | 2381103 | NoncashContributions |
| Total Contributions | 19841411 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| ACAD SRVS - TUITION | 611310 | 223627781 | 223627781 | |
| CAFETERIA & DORMIT | 531110 | 29857664 | 29841907 | 15757 |
| ATHLETICS | 541800 | 1816899 | 1388328 | 428571 |
| FITNESS CENTER | 713940 | 31956 | 3165 | 28791 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 255334300 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7069581 | TotalRevenueColumn |
| Exclusion | $7,069,581 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 1117176 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 1117176 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1117176 | TotalRevenueColumn |
| Exclusion | $1,117,176 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 192982 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 603480 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 396754 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -203772 | TotalRevenueColumn |
| Exclusion | -$203,772 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|
| UNIV PRESS EXT INC | 511190 | 213056 | 213056 | |
| FACILITIES RENTAL | 611710 | 45518 | $45,518 | |
| COMPUTER RESALE CO | 900004 | 5757 | $5,757 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4186825 | TotalRevenueColumn |
| Unrelated Business Revenue | 569926 | UnrelatedBusinessRevenue |
| Exclusion | $3,616,899 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 4451156 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 287609852 | TotalRevenueColumn |
| Related Or Exempt Function Income | 254861181 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 1256101 | UnrelatedBusinessRevenue |
| Exclusion | $11,651,159 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 73684935 | Total |
| Program Services | 73684935 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4223260 | Total |
| Program Services | 2326614 | ProgramServices |
| Management And General | 1551076 | ManagementAndGeneral |
| Fundraising | 345570 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 83229234 | Total |
| Program Services | 71577143 | ProgramServices |
| Management And General | 8550079 | ManagementAndGeneral |
| Fundraising | 3102012 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7170550 | Total |
| Program Services | 5897042 | ProgramServices |
| Management And General | 932171 | ManagementAndGeneral |
| Fundraising | 341337 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9446914 | Total |
| Program Services | 6804458 | ProgramServices |
| Management And General | 2172790 | ManagementAndGeneral |
| Fundraising | 469666 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6146185 | Total |
| Program Services | 5116790 | ProgramServices |
| Management And General | 768273 | ManagementAndGeneral |
| Fundraising | 261122 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2057735 | Total |
| Management And General | 2054935 | ManagementAndGeneral |
| Fundraising | 2800 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 216000 | Total |
| Program Services | 216000 | ProgramServices |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7186478 | Total |
| Program Services | 4630054 | ProgramServices |
| Management And General | 2280475 | ManagementAndGeneral |
| Fundraising | 275949 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3163602 | Total |
| Program Services | 3137472 | ProgramServices |
| Fundraising | 26130 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1029879 | Total |
| Program Services | 664185 | ProgramServices |
| Management And General | 327136 | ManagementAndGeneral |
| Fundraising | 38558 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3356920 | Total |
| Program Services | 2551505 | ProgramServices |
| Management And General | 738523 | ManagementAndGeneral |
| Fundraising | 66892 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14352823 | Total |
| Program Services | 13936784 | ProgramServices |
| Management And General | 416039 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2249375 | Total |
| Program Services | 1799500 | ProgramServices |
| Management And General | 367302 | ManagementAndGeneral |
| Fundraising | 82573 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2823665 | Total |
| Program Services | 2258932 | ProgramServices |
| Management And General | 490710 | ManagementAndGeneral |
| Fundraising | 74023 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8150404 | Total |
| Program Services | 8150404 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17521510 | Total |
| Program Services | 17521510 | ProgramServices |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| FOOD | 9849538 | 9195183 | 198756 | 455599 |
| STUDY ABROAD | 3082906 | 3082906 | 0 | 0 |
| TAXES/LICENSES AND FEES | 1096543 | 129314 | 967229 | 0 |
| INSURANCE | 960898 | 601604 | 358039 | 1255 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19885988 | Total |
| Program Services | 17150564 | ProgramServices |
| Management And General | 2119733 | ManagementAndGeneral |
| Fundraising | 615691 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 280885342 | Total |
| Program Services | 250432899 | ProgramServices |
| Management And General | 24293266 | ManagementAndGeneral |
| Fundraising | 6159177 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 58070950 | BOY |
| EOY | 27697886 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11074590 | BOY |
| EOY | 8916986 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8822597 | BOY |
| EOY | 8163318 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7444495 | BOY |
| EOY | 6227177 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1841244 | BOY |
| EOY | 2256807 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 550811045 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 188948544 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 343898354 | BOY |
| EOY | 361862501 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 186836564 | BOY |
| EOY | 211352691 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4015335 | BOY |
| EOY | 3884724 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 622004129 | BOY |
| EOY | 630362090 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 49937874 | BOY |
| EOY | 28143930 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19322163 | BOY |
| EOY | 19391647 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 219381184 | BOY |
| EOY | 223998844 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8747849 | BOY |
| EOY | 8523999 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 297389070 | BOY |
| EOY | 280058420 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 222192069 | BOY |
| EOY | 244158378 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 49985883 | BOY |
| EOY | 53168404 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 52437107 | BOY |
| EOY | 52976888 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 324615059 | BOY |
| EOY | 350303670 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 622004129 | BOY |
| EOY | 630362090 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 6724510 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 18964102 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | -1 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 1 | AccountantCompileOrReview |
Accountant Compile Or Review Basis AccountantCompileOrReviewBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | Volunteers |
| Paid Staff Or Management | 0 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 0 | MailingsMembers |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 1 | GrantsOtherOrganizations |
| Grants Other Organizations | $99,000 | GrantsOtherOrganizationsAmount |
| Direct Contact Legislators | 0 | DirectContactLegislators |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 0 | OtherActivities |
| Total Lobbying Expenditures IIB | 99000 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF LOBBYING ACTIVITIES: | Identifier |
| Return Reference | PART II-B, LINE 1: | ReturnReference |
| Explanation | LOBBYING PAYMENTS WERE MADE TO ENGAGE LLC. THIS FIRM HAS BEEN ENGAGED TO PROVIDE LEGISLATIVE ADVOCACY SERVICES TO THE UNIVERSITY. | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
| Included On FS | 0 | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 52437107 | BeginningOfYearBalance |
| Contributions | 539781 | Contributions |
| End Of Year Balance | 52976888 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 52428314 | BeginningOfYearBalance |
| Contributions | 8793 | Contributions |
| End Of Year Balance | 52437107 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 51204070 | BeginningOfYearBalance |
| Contributions | 1224244 | Contributions |
| End Of Year Balance | 52428314 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 42789393 | BeginningOfYearBalance |
| Contributions | 8414677 | Contributions |
| End Of Year Balance | 51204070 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 42789393 | BeginningOfYearBalance |
| End Of Year Balance | 42789393 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 36274563 | OtherCostOrOtherBasis |
| Book Value | 36274563 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 425387124 | OtherCostOrOtherBasis |
| Depreciation | 136390962 | Depreciation |
| Book Value | 288996162 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1663116 | OtherCostOrOtherBasis |
| Depreciation | 1448039 | Depreciation |
| Book Value | 215077 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 60286217 | OtherCostOrOtherBasis |
| Depreciation | 42890800 | Depreciation |
| Book Value | 17395417 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 27200025 | OtherCostOrOtherBasis |
| Depreciation | 8218743 | Depreciation |
| Book Value | 18981282 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 361862501 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| STUDENT AND OTHER DEPOSITS | $5,013,305 |
| REFUNDABLE GOVERNMENT LOAN FUNDS | $2,249,311 |
| LEASES PAYABLE | $1,261,383 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 8523999 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 234523036 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 18964102 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 18964102 | RevenueNotRptdF990 |
| Revenue Subtotal | 215558934 | RevenueSubtotal |
| Other Revenues Not Included | 72050918 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 72050918 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 287609852 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 280885342 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 280885342 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 280885342 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | GAAP REQUIRES THAT A TAX POSITION BE RECOGNIZED OR DERECOGNIZED BASED ON A "MORE LIKELY THAN NOT" THRESHOLD. THIS APPLIES TO POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE UNIVERSITY DOES NOT BELIEVE ITS FINANCIAL STATEMENTS INCLUDE ANY UNCERTAIN TAX POSITIONS. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIP RECLASSED 70,966,083. CAPITAL/CAMPAIGN GIFTS 1,084,835. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 1 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION | SCHEDULE E, PART I, LINE 3 | THE NON-DISCRIMATION POLICY IS PRESENTED IN RECRUITING MATERIALS. |
| EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE | SCHEDULE E, PART I, LINE 6 | SAINT JOSEPH'S UNIVERSITY PARTICIPATED IN THE FOLLOWING PROGRAMS: FEDERAL PELL GRANT, PERKINS STUDENT LOAN PROGRAM, SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANT, COLLEGE WORK STUDY, STAFFORDS STUDENT LOAN PROGRAM, PARENT LOANS FOR UNDERGRADUATE STUDENTS AND DEPARTMENT OF HEALTH AND HUMAN SERVICES STATE - INSTITUTIONAL ASSISTANCE GRANT PROGRAM OF THE PENNSYLVANIA HIGHER EDUCATION ASSISTANCE AGENCY AND PASSPORT PROGRAM. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | N/A | Region |
| Type Of Activities Conducted | N/A | TypeOfActivitiesConducted |
| Specific Services Provided | N/A | SpecificServicesProvided |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 0 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 0 | TotalAmountSpent |
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| METHOD USED TO ACCCOUNT FOR EXPENDITURES: | SCHEDULE F, PART I, LINE 3: N/A |
| BASED ON THE FACT THAT SAINT JOSEPH'S UNIVERSITY HAS RECEIVED A CONTRIBUTION TOTALING $7,500 FROM FOREIGN PERSONS, WE HAVE COMPLETED SCHEDULE F. ALTHOUGH WE RECEIVED A DONATION FROM A PERSON OUTSIDE OF THE UNITED STATES, WE DID NOT UNDERTAKE ANY FUNDRAISING ACTIVITIES OUTSIDE OF THE UNITED STATES. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | PRESIDENT GOLF OUTING | NameOfEvent1 |
| Gross Receipts Event1 | 218075 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 140575 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 77500 | GrossRevenueEvent1 |
| Food And Beverage Event1 | 60964 | FoodAndBeverageEvent1 |
| Name Of Event2 | HSB DEAN'S DINNER | NameOfEvent2 |
| Gross Receipts Event2 | 407787 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 331605 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 76182 | GrossRevenueEvent2 |
| Food And Beverage Event2 | 95567 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 6941 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 85112 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 1 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 170600 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 131300 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 39300 | GrossRevenueOtherEvents |
| Non Cash Prizes Other Events | 168 | NonCashPrizesOtherEvents |
| Food And Beverage Other Events | 85780 | FoodAndBeverageOtherEvents |
| Other Direct Expenses Other Events | 62222 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 796462 | GrossReceiptsTotal |
| Charitable Contributions Total | 603480 | CharitableContributionsTotal |
| Gross Revenue Total Events | 192982 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 168 | NonCashPrizesTotalEvents |
| Food And Beverage Total Events | 242311 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 6941 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 147334 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 396754 | DirectExpenseSummaryEvents |
| Net Income Summary | -203772 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (6 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|
| SCHOLARSHIP | |||||
| 5600 CITY AVENUE | PHILADELPHIA | PA | 19131 | 70966083 | EDUCATION |
| GRADUATE ASSISTANT COURSE | |||||
| 5600 CITY AVENUE | PHILADELPHIA | PA | 19131 | 1110821 | EDUCATION |
| PROGRAM SCHOLARSHIP | |||||
| 5600 CITY AVENUE | PHILADELPHIA | PA | 19131 | 474279 | EDUCATION |
| RESIDENT ASSISTANT ROOMS | |||||
| 5600 CITY AVENUE | PHILADELPHIA | PA | 19131 | 705016 | RESIDENT ASSISTANCE |
| RESIDENT ASSISTANT BOARD | |||||
| 5600 CITY AVENUE | PHILADELPHIA | PA | 19131 | 386595 | RESIDENT ASSISTANCE |
| ATHLETIC BOOKS & SUPPLIES | |||||
| 5600 CITY AVENUE | PHILADELPHIA | PA | 19131 | 42141 | ATHLETIC BOOKS AND SUPPLIES |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 0 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | X | FirstClassOrCharterTravel |
| Travel For Companions | X | TravelForCompanions |
| Discretionary Spending Account | X | DiscretionarySpendingAccount |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (19 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BRICE WACHTERHAUSER | ||||||||||||||
| PROVOST | 276227 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 53422 | 0 | 329649 | 0 | 0 | 0 |
| LOUIS MAYER | ||||||||||||||
| VP - FIN. AFFAIRS & TREA | 251447 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 51057 | 0 | 302504 | 0 | 0 | 0 |
| MARIANNE SCHIMELFENIG | ||||||||||||||
| GENERAL COUNSEL | 220870 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 41354 | 0 | 262224 | 0 | 0 | 0 |
| JOHN SMITHSON | ||||||||||||||
| SENIOR V.P. | 314075 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 37625 | 0 | 351700 | 0 | 0 | 0 |
| KATHLEEN GAVAL | ||||||||||||||
| VP - PLANNING | 186493 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 45411 | 0 | 231904 | 0 | 0 | 0 |
| KEVIN ROBINSON | ||||||||||||||
| VP - ADMIN. SERVICE | 237518 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 50985 | 0 | 288503 | 0 | 0 | 0 |
| JOAN CHRESTAY | ||||||||||||||
| VP - EXTERNAL AFFAIRS | 179531 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 44711 | 0 | 224242 | 0 | 0 | 0 |
| CARY ANDERSON | ||||||||||||||
| VP - STUDENT LIFE | 173317 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 41842 | 0 | 215159 | 0 | 0 | 0 |
| E SPRINGS STEELE | ||||||||||||||
| VP - MISSION & IDENTITY | 181038 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 48066 | 0 | 229104 | 0 | 0 | 0 |
| MARTIN FARRELL | ||||||||||||||
| VP - DEVELOPMENT | 196906 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 16493 | 0 | 213399 | 0 | 0 | 0 |
| JOSEPH A DIANGELO JR | ||||||||||||||
| DEAN, HSB | 303867 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 53581 | 0 | 357448 | 0 | 0 | 0 |
| DOMINICK J DIJULIA | ||||||||||||||
| VP FOR ATHLETICS | 204204 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 46109 | 0 | 250313 | 0 | 0 | 0 |
| FRAN DISANTI | ||||||||||||||
| CIO | 191875 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 43737 | 0 | 235612 | 0 | 0 | 0 |
| JOHN G HALLER | ||||||||||||||
| ASSOC. PROVOST-ENROLL MGMT | 171002 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 43560 | 0 | 214562 | 0 | 0 | 0 |
| PHILIP MARTELLI | ||||||||||||||
| HEAD COACH, M. BSKBALL | 881774 | 0 | 0 | 0 | 1236474 | 0 | 0 | 0 | 78962 | 0 | 2197210 | 0 | 280000 | 0 |
| RICHARD GEORGE | ||||||||||||||
| PROFESSOR | 210410 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 41921 | 0 | 252331 | 0 | 0 | 0 |
| CYNTHIA GRIFFIN | ||||||||||||||
| HEAD COACH, W. BSKBALL | 250125 | 0 | 0 | 0 | 0 | 0 | 60000 | 0 | 31809 | 0 | 341934 | 0 | 0 | 0 |
| STEPHEN PORTH | ||||||||||||||
| ASSOC. DEAN, PROFESSOR | 214917 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 42371 | 0 | 257288 | 0 | 0 | 0 |
| MARY SHIELDS | ||||||||||||||
| ASSOC. VP, ATHLETIC DEV. | 215578 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 48441 | 0 | 264019 | 0 | 0 | 0 |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (3 entries)
| Bond ReferenceBondReferenceCd | Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|---|
| 2003 PA HIGHER EDUCATION FACILITIES AUTHORITY | ||||||||
| A | 232243852 | 70917NTW4 | 2003-01-30 | 35473150 | CURRENT REFUNDING OF MONTGOMERY CITY HEHA REVENUE BONDS SERIES 1992. | 0 | 0 | 0 |
| 2008 PA HIGHER EDUCATION FACILITIES AUTHORITY | ||||||||
| B | 232243852 | 709179HH5 | 2008-05-09 | 48580000 | CURRENT REFUNDING OF ISSUER'S SERIES 2001A AND SERIES 2006 BONDS. | 0 | 0 | 0 |
| 2010A PA HIGHER EDUCATION FACILITIES AUTHORITY | ||||||||
| C | 232243852 | 70917RL94 | 2010-10-01 | 162637233 | CURRENT REFUNDING OF VARIOUS ISSUES, MISCELLANEOUS CAPITAL PROJECTS. | 0 | 0 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (3 entries)
| Bond ReferenceBondReferenceCd | Amount RetiredAmountRetired | Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Credit EnhancementCreditEnhancement | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind | Capital ExpendituresCapitalExpenditures |
|---|---|---|---|---|---|---|---|---|---|---|
| A | 12460000 | 35473150 | 3010030 | 491303 | 972747 | 1 | 0 | 1 | 1 | |
| B | 13680000 | 40580000 | 397859 | 126165 | 1 | 0 | 1 | 1 | ||
| C | 162637233 | 1 | 0 | 0 | 1 | 42072115 |
Form990 Schedule K Part III Form990ScheduleKPartIII (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Bond Iss Meet Prvt Security Pay TestBondIssMeetPrvtSecurityPayTest | Change In Use Bond Financed PropChangeInUseBondFinancedProp | Non Qualified Bond Remed ProcdrsNonQualifiedBondRemedProcdrs |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| B | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| C | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (3 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiled | Rebate Not Due YetRebateNotDueYet | Exception To RebateExceptionToRebate | No Rebate DueNoRebateDue | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Term Of GICTermOfGIC | Regulatory Safe Harbor SatisfiedRegulatorySafeHarborSatisfied | Gross Proceeds InvestedGrossProceedsInvested | Written Proc To Monitor ReqsWrittenProcToMonitorReqs | Superintegrated HedgeSuperintegratedHedge | Hedge TerminatedHedgeTerminated |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WACHOVIA BANK NA | |||||||||||||
| A | 0 | 0 | 0 | 1 | 0 | 0 | 1 | 19.900000000000 | 1 | 0 | 0 | ||
| (no name) | |||||||||||||
| B | 0 | 0 | 0 | 1 | 1 | 1 | 0 | 0 | 0 | 0 | 0 | ||
| (no name) | |||||||||||||
| C | 0 | 0 | 1 | 1 | 1 | 0 | 0 | 0 | 0 | ||||
Form990 Schedule K Part V Form990ScheduleKPartV (3 entries)
| Bond ReferenceBondReferenceCd | Proc To Undertk Corrective ActionProcToUndertkCorrectiveAction |
|---|---|
| A | 0 |
| B | 0 |
| C | 0 |
Form990 Schedule K Part VI Form990ScheduleKPartVI (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SCHEDULE K PART IV, ARBITRAGE, LINE 2C | DATE REBATE COMPUTATION PERFORMED | ISSUER NAME: 2003 PA HIGHER EDUCATION FACILITIES AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 08/07/2013 ISSUER NAME: 2008 PA HIGHER EDUCATION FACILITIES AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 12/22/2008 ISSUER NAME: 2010A PA HIGHER EDUCATION FACILITIES AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 02/27/2013 |
| FORM 990, SCHEDULE K, PART III, LINE 9 | THE UNIVERSITY IS PREPARING A PROPOSED POLICIES AND PROCEDURES RELATING TO TAX-EXEMPT BOND COMPLIANCE, WHICH IT EXPECTS TO PRESENT TO THE BOARD OF TRUSTEES FOR CONSIDERATION AND APPROVAL IN MAY 2014. | |
| FORM 990, SCHEDULE K, PART IV, LINE 4C | TERM OF GIC - JANUARY 30, 2003 - DECEMBER 15, 2022 |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (4 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| LYNN MCKEE | |||
| TRUSTEE | 4956190 | FOOD SERVICES | 0 |
| MARLENE DOONER | |||
| TRUSTEE | 107437 | ENTERTAINMENT & COMMUNICATION | 0 |
| DANIEL HILFERTY | |||
| TRUSTEE | 10616996 | HEALTH BENEFIT CONTRACT | 0 |
| DENISE VIOLA-MONAHAN | |||
| TRUSTEE | 134491 | BAKING SERVICES | 0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 27 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 2381103 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | OTHER | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER: | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | SAINT JOSEPH'S UNIVERSITY PREPARES A SUMMARY OF BOARD AFFILIATIONS AND POSITIONS WHICH LISTS THE OFFICERS OR BOARD MEMBERS NAME, AND THE SJU RELATED/AFFILIATE ENTITY OR THE NON-SJU AFFILIATED ENTITIES FOR WHICH EACH PERSON HAS A FAMILIAL OR BUSINESS RELATIONSHIP. SCHEDULE L LISTS THE REPORTABLE BUSINESS TRANSACTIONS INVOLVING BOARD MEMBERS. | |
| FORM 990, PART VI, SECTION A, LINE 4 | BYLAWS WERE AMENDED BY THE BOARD TO INCREASE MEMBERSHIP OF THE BOARD TO UP TO 41 TRUSTEES. | |
| FORM 990, PART VI, SECTION B, LINE 11 | FOLLOWING REVIEW BY MANAGEMENT AND THE AUDIT & RISK COMMITTEE OF THE BOARD OF TRUSTEES, THE FORM 990 IS MADE AVAILABLE TO THE FULL BOARD PRIOR TO FILING FOR TRUSTEES' REVIEW, COMMENT, INPUT AND QUESTIONS, IF ANY. | |
| FORM 990, PART VI, SECTION B, LINE 12C | SAINT JOSEPH'S UNIVERSITY (SJU) HAS A CONFLICT OF INTEREST POLICY WHICH SETS FORTH SJU'S POLICIES AND PROCEDURES. ANNUALLY, THOSE WHO SERVE SJU IN A FIDUCIARY CAPACITY, INCLUDING BOARD MEMBERS, OFFICERS AND OTHER KEY EMPLOYEES RECEIVE A COPY OF THE POLICY AND AN ANNUAL DISCLOSURE STATEMENT TO BE COMPLETED. DISCLOSURES OF FINANCIAL INTERESTS OR OTHER REPORTABLE CIRCUMSTANCES AS DESCRIBED IN THE POLICY ARE SUBMITTED AND REVIEWED BY SJU'S GENERAL COUNSEL. A SUMMARY OF ALL REPORTED DISCLOSURES IS THEN PREPARED BY THE OFFICE OF THE GENERAL COUNSEL AND SENT TO THE CHAIRPERSON OF THE AUDIT & RISK COMMITTEE, THE CHAIRPERSON OF THE BOARD AND COPIED TO THE PRESIDENT; COPIES OF THE SUMMARIES AND ACTUAL DISCLOSURES ARE AVAILABLE TO THE FULL BOARD UPON REQUEST THROUGHOUT THE YEAR. THE POLICY CONTAINS A CONTINUING AFFIRMATIVE OBLIGATION TO DISCLOSE COMPENSATION OR OTHER CIRCUMSTANCES WHICH MAY RISE TO THE LEVEL OF AN ACTUAL OR APPARENT CONFLICT. THE POLICY ALSO ADDRESSED THE PROCEDURES FOR THE BOARD TO FOLLOW TO FURTHER ADDRESS THE ACTUAL OR APPARENT CONFLICT, WHICH INCLUDE CONSIDERATION WITHOUT THE PARTICIPATION OF THE INTERESTED PERSON, IF ANY. MEETINGS, DISCUSSIONS AND PROCEEDINGS WHERE A CONFLICT IS DISCLOSED ARE DOCUMENTED IN THE MINUTES FOR EACH GROUP, AS NEEDED AND AS APPROPRIATE. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION PAID TO THE JESUIT COMMUNITY FOR THE SERVICES OF THE PRESIDENT IS SET AND APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD. THE PRESIDENT OF THE UNIVERSITY DETERMINES THE EXECUTIVE COMPENSATION LEVEL BASED ON COMPARABLE INDEPENDENT DATA RECEIVED FROM THE VICE PRESIDENT OF HUMAN RESOURCES AND AS APPROPRIATE MAKES THIS INFORMATION AVAILABLE TO THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE, THROUGH THE SIGNATURE OF THE CHAIR, APPROVES THE COMPENSATION OF ALL EXECUTIVES BASED ON THE RECOMMENDATIONS OF THE PRESIDENT (EXCEPT FOR HIMSELF) AND THE COMPARATIVE DATA THAT IS PRESENTED. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE BY-LAWS ARE AVAILABLE TO ALL TRUSTEES AT ANY TIME AND FROM THE UNIVERSITY UPON REQUEST WHEN APPROPRIATE AND IN RESPONSE TO LEGAL PROCESS. OTHER INSTITUTIONAL POLICIES (E.G., WHISTLEBLOWER POLICY) ARE EITHER POSTED ON THE SJU INTERNET WEBSITE OR MYSJU INTERNAL WEBSITE. REQUESTS FOR FINANCIAL INFORMATION WILL BE EVALUATED ON AN INDIVIDUAL BASIS AND INFORMATION WILL BE PROVIDED AS APPROPRIATE. | |
| FORM 990, PART VII, SECTION A | AVERAGE HOURS PER WEEK THE AVERAGE HOURS PER WEEK LISTED IN THIS SECTION ARE A MINIMUM. | |
| FORM 990, PART XI, LINE 9: | ROUNDING -1. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, SCHEDULE J, PART II | CERTAIN AMOUNTS RECORDED AS OTHER REPORTABLE COMPENSATION ARE THE RESULTS OF CONTRACTUAL OBLIGATIONS OWED TO EMPLOYEES RELATED TO DEFERRED COMPENSATION COMMITMENTS. |
Schedule R IRS990ScheduleR
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELAWARE VALLEY EDUCATIONAL TELEVISION NETWORK | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionType |
| Amount Involved | 1237959 | AmountInvolved |
| Method Of Amt Determination | 75% OF DVETN REVENUE | MethodOfAmtDetermination |