2014-04-11T17:54:39-05:00 2013-05-31 161131146 BONADIO & CO LLP 171 SULLYS TRAIL SUITE 201 PITTSFORD NY 14534 990 2012-06-01 160746864 ST JOHN FISHER COLLEGE STJO 5853858000 3690 EAST AVENUE ROCHESTER NY 14618 JACQUELINE DISTEFANO 5853858000 2014-04-11 1 JEAN CLOSE P01346943 5853811000 2012 2015-11-30 17:44:51Z DR DONALD E BAIN 3690 EAST AVENUE ROCHESTER NY 14618 133334877 0 X WWW.SJFC.EDU X 1948 NY ST. JOHN FISHER COLLEGE IS A COLLABORATIVE COMMUNITY DEDICATED TO TEACHING AND LEARNING IN A PERSONALIZED EDUCATIONAL ENVIRONMENT. THE COLLEGE IS GUIDED BY ITS CATHOLIC HERITAGE, AS EXPRESSED IN THE MOTTO OF ITS FOUNDERS, THE BASILIAN FATHERS: "TEACH ME GOODNESS, DISCIPLINE, AND KNOWLEDGE." THROUGH AN EDUCATION ROOTED IN THE LIBERAL ARTS, WE PREPARE INDIVIDUALS FOR LIVES OF INTELLECTUAL, PROFESSIONAL, AND CIVIC INTEGRITY, IN WHICH DIVERSITY AND SERVICE TO OTHERS ARE VALUED AND PRACTICED. 35 33 2024 0 599321 -352220 8541868 5729496 107463622 112907598 3687380 2916376 903116 1095370 120595986 122648840 27314022 29826220 0 0 50167379 51494017 0 0 2445158 30943140 30500968 108424541 111821205 12171445 10827635 209542710 222742169 71390085 68419392 138152625 154322777 X ST. JOHN FISHER COLLEGE IS A COLLABORATIVE COMMUNITY DEDICATED TO TEACHING AND LEARNING IN A PERSONALIZED EDUCATIONAL ENVIRONMENT. THE COLLEGE IS GUIDED BY ITS CATHOLIC HERITAGE, AS EXPRESSED IN THE MOTTO OF ITS FOUNDERS, THE BASILIAN FATHERS: "TEACH ME GOODNESS, DISCIPLINE, AND KNOWLEDGE." THROUGH AN EDUCATION ROOTED IN THE LIBERAL ARTS, WE PREPARE INDIVIDUALS FOR LIVES OF INTELLECTUAL, PROFESSIONAL, AND CIVIC INTEGRITY, IN WHICH DIVERSITY AND SERVICE TO OTHERS ARE VALUED AND PRACTICED. 0 0 49801215 29826220 96592163 INSTRUCTION: TO GIVE INSTRUCTION IN COURSES LEADING TO THE DEGREES OF BA, BS, BBA, MASTER SCIENCE, MBA, EDD, DNP AND PHARM D. 8148056 INSTITUTIONAL SUPPORT: TO SUPPORT THE INSTRUCTION FUNCTION. 8798045 15310818 AUXILIARY ENTERPRISES: TO SUPPORT THE INSTRUCTION FUNCTION. 12797068 1129101 ACADEMIC SUPPORT & STUDENT SERVICES: TO SUPPORT THE INSTRUCTION FUNCTION. 12797068 1129101 79544384 1 1 0 0 0 0 0 1 1 1 1 0 0 0 1 1 0 1 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 1 1 0 0 1 0 0 0 1 0 0 0 0 1 5378 0 1 2024 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X 35 33 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X MS JACQUELINE DISTEFANO 5853858000 3690 EAST AVENUE ROCHESTER NY 14618 DONALD E BAIN 35.00 X X 330196 0 45414 JOSE J CORONAS 1.00 X 0 0 0 MARTIN MUCCI 1.00 X 0 0 0 DONALD E JEFFRIES 1.00 X 0 0 0 RONALD D BILLITIER 1.00 X 0 0 0 MARTIN L KEATING 1.00 X 0 0 0 MARTIN K BIRMINGHAM 1.00 X 0 0 0 THOMAS G BOWLES 1.00 X 0 0 0 R WAYNE LECHASE 1.00 X 0 0 0 RUSSELL H BRANDON 1.00 X 0 0 0 CHARLES A CONSTANTINO 1.00 X 0 0 0 DANIEL N MAXWELL 1.00 X 0 0 0 REV ALBERT CYLWICKI CSB 1.00 X 0 0 0 JOHN A PALVINO 1.00 X 0 0 0 MARY V PIEHLER 1.00 X 0 0 0 JOHN A DEPETERS 1.00 X 0 0 0 RONALD A PLUTA 1.00 X 0 0 0 M KEVIN DUGAN 1.00 X 0 0 0 WANDA POLISSENI 1.00 X 0 0 0 C MCCOLLISTER EVARTS MD 1.00 X 0 0 0 MICHAEL C GOONAN 1.00 X X 0 0 0 JAMES P GROWNEY 1.00 X 0 0 0 KEVIN N HILL 1.00 X 0 0 0 WILLIAM M HUGHES 1.00 X 0 0 0 PHILIP H YAWMAN 1.00 X 0 0 0 VICTOR E SALERNO 1.00 X X 0 0 0 CHRISTOPHER C BOOTH 1.00 X 0 0 0 CAROL ANTHONY DAVIDSON 1.00 X 0 0 0 RONALD E HERMANCE 1.00 X 0 0 0 PAUL H HEWITT 1.00 X 0 0 0 BETTY MULLIN-DIPROSA 1.00 X 0 0 0 DIANA L NOLE 1.00 X 0 0 0 FERDINAND J SMITH 1.00 X 0 0 0 REV THOMAS ROSICA CSB 1.00 X 0 0 0 DANIEL J BURNS 1.00 X 0 0 0 RONALD J AMBROSETTI 35.00 X 114315 0 11353 THOMAS O'NEIL 35.00 X 194935 0 19537 WILLIAM O'CONNOR 35.00 X 77240 0 10822 GERARD ROONEY 35.00 X 220035 0 57012 RICHARD DEJESUS-RUEFF 35.00 X 149187 0 21333 JACQUELINE S DISTEFANO 35.00 X 20327 0 1904 EILEEN L LYND-BALTA 35.00 X 111820 0 21833 SCOTT A SWIGART 35.00 X 239873 0 41237 DIANNE C COONEY MINER 35.00 X 170373 0 24195 MICHAEL W WISCHNOWSKI 35.00 X 158200 0 46300 DAVID MARTIN 35.00 X 192020 0 18623 JASON J BERMAN 35.00 X 180584 0 25363 MARY S COLLINS 35.00 X 156427 0 15030 WARREN RICHARDS 35.00 X 146798 0 24161 ARTHUR L WALTON 35.00 X 155126 0 13225 THOMAS C D'AGOSTINO 35.00 X 138156 0 26187 2755612 0 423529 33 0 1 0 LECHASE CONSTRUCTION SERVICES 300 TROLLEY BLVD ROCHESTER NY 14606 CONSTRUCTION SERVICES 4294777 NIXON PEABODY LLP PO BOX 31051 ROCHESTER NY 14603 ATTORNEYS 546882 ELLUCIAN COMPANY LP 4 COUNTRY VIEW RD MALVERN PA 19355 COMPUTER SYSTEMS 150149 3 132770 3413482 2183244 320623 5729496 TUITION & FEES 611600 111902981 111902981 FACILITIES RENTAL 532000 395867 192367 203500 CHILD CARE 624410 360997 181841 179156 BUFFALO BILLS CAMP 900099 193664 193664 GOLF COURSE 900099 32284 21512 10772 21805 9937 11868 112907598 1474099 1474099 11898426 10456149 1442277 1442277 1442277 196157 132770 229888 -33731 -33731 MISCELLANEOUS 532000 725455 725455 PARKING PERMITS/TICKETS 611600 168282 168282 RESEARCH AND CONTRACT REVENUE 611600 149103 149103 86261 86261 1129101 122648840 113032082 599321 3287941 29826220 29826220 2290381 1222887 633032 434462 38119377 23408611 13878690 832076 2365097 1453022 861970 50105 5504051 3365612 2006714 131725 3215111 1961218 1157440 96453 365680 365680 51733 51733 193381 117963 69617 5801 1354339 826147 487562 40630 1434195 874859 516310 43026 2685594 1638212 966814 80568 1886158 1150556 679017 56585 2286784 1394938 823242 68604 1662253 1013974 598411 49868 734654 448139 264475 22040 1867633 1139256 672348 56029 6959240 4245137 2505326 208777 521786 318289 187843 15654 FOOD SERVICE 4708520 2872197 1695067 141256 SPECIAL PROGRAMS & OTHE 1642100 1001681 591156 49263 REPAIRS & MAINTENANCE 1028894 627625 370402 30867 MEMBERSHIPS AND AWARDS 351258 214267 126453 10538 766766 423574 322361 20831 111821205 79544384 29831663 2445158 19393425 19691185 7474758 6735435 6597485 8110785 3269713 3160420 3246348 2524687 210878182 93251591 107441144 117626591 54226572 60000625 7893265 4892441 209542710 222742169 11586686 14262749 8152571 7697941 47143296 42006004 4507532 4452698 71390085 68419392 X 113516215 125589995 12416752 15916319 12219658 12816463 138152625 154322777 209542710 222742169 X 10827635 6672651 -1330134 X X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X 0 0 0 50501067 863687 8856367 1461 60219660 51379430 856884 -1703137 32110 50501067 42061120 1016466 8350299 48455 51379430 36842822 779927 5990451 1552080 42061120 44236101 2833083 -9466119 760243 36842822 0.60370 0.21280 0.18350 0 0 4770243 4770243 137757371 48925279 88832092 8802257 2886075 5916182 45075581 34549187 10526394 14472730 6891050 7581680 117626591 US GOVERNMENT GRANTS REFUNDABLE 3547064 LIABILITY FOR CONDITIONAL ASSET RETIREMENT OBLIGATION 905634 4452698 X PART III, LINE 1A: COLLECTION ITEMS IN THE COLLEGE'S ART COLLECTION ARE HELD FOR PUBLIC EXHIBITION, EDUCATION OR RESEARCH IN FURTHERANCE OF PUBLIC SERVICE AND ARE NOT CAPITALIZED. CONTRIBUTIONS OF COLLECTION ITEMS ARE NOT RECOGNIZED IN THE STATEMENT OF ACTIVITIES. ALL PROCEEDS FROM THE SALE OF COLLECTION ITEMS ARE USED TO ACQUIRE OTHER ITEMS FOR THE COLLECTION. PART III, LINE 4: COLLECTION ITEMS IN THE COLLEGE'S ART COLLECTION ARE HELD FOR PUBLIC EXHIBITION, EDUCATION OR RESEARCH IN FURTHERANCE OF PUBLIC SERVICE. DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE COLLEGE'S INTENDED USE FOR THEIR ENDOWMENT FUNDS IS TO PROVIDE INCOME FOR THE COLLEGE'S OPERATING EXPENSES, INCLUDING SCHOLARSHIPS AND GRANTS. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: THE COLLEGE HAS BEEN RECOGNIZED BY THE IRS AS AN ORGANIZATION EXEMPT FROM INCOME TAXES PURSUANT TO SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE COLLEGE HAS ALSO BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. ST. JOHN FISHER REAL ESTATE LLC AND THE SJFC PRIME CARE LLC ARE SINGLE MEMBER LIMITED LIABILITY CORPORATIONS AND ARE DISREGARDED ENTITIES FOR FEDERAL INCOME TAX PURPOSES. FOR THIS REASON, THEY ARE VIEWED AS DIVISIONS OF THE COLLEGE AND RELY ON THE COLLEGE'S TAX EXEMPT STATUS. FOR TAX-EXEMPT ENTITIES, THEIR TAX-EXEMPT STATUS ITSELF IS DEEMED TO BE AN UNCERTAINTY, SINCE EVENTS COULD POTENTIALLY OCCUR TO JEOPARDIZE THEIR TAX-EXEMPT STATUS. AS OF MAY 31, 2013, THE ORGANIZATIONS DID NOT HAVE A LIABILITY FOR UNRECOGNIZED TAX BENEFITS. THE COLLEGE FILES TAX RETURNS IN THE U.S. FEDERAL JURISDICTION AND NEW YORK STATE. THE COLLEGE IS NO LONGER SUBJECT TO U.S. FEDERAL AND STATE INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS THROUGH 2009. 1 1 0 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION SCHEDULE E, PART I, LINE 3 THE COLLEGE DOES NOT PUBLISH ITS NON DISCRIMINATORY POLICY IN PRINT OR MEDIA. INSTEAD, THE POLICY IS PUBLISHED IN BOTH THE GRADUATE AND UNDERGRADUATE BULLETINS AND APPLICATIONS FOR ADMISSIONS. EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE SCHEDULE E, PART I, LINE 6 DISBURSEMENTS ARE MADE IN ACCORDANCE WITH PROCEDURES OR ARE SUBJECT TO CONDITIONS ESTABLISHED BY THE INSTITUTION'S GOVERNING BOARD DESIGNED TO INSURE THAT INDIVIDUALS AND ORGANIZATIONS RECEIVING DISBURSEMENTS FROM THE ORGANIZATIONS IN FURTHERANCE OF ITS EXEMPT PROGRAMS ARE ADEQUATELY INVESTIGATED TO INSURE THAT THEY ARE QUALIFIED RECIPIENTS. STUDENTS RECEIVING SCHOLARSHIPS AND FELLOWSHIPS ARE SELECTED BY THE INSTITUTION'S ASSESSMENT OF THEIR ACADEMIC ACHIEVEMENT, FINANCIAL NEED, AND/OR OTHER SIMILAR STANDARDS. SCHOLARSHIP GOLF TOURNAMENT 250230 132770 117460 5298 78365 12739 ACCOUNTING AWARDS DINNER 25400 25400 13636 5548 4 53297 53297 114302 328927 132770 196157 5298 92001 132589 229888 -33731 1 INSTITUTIONAL SCHOLARSHIPS 4027 23841688 FMV ENDOWED SCHOLARSHIPS 350 832078 FMV DONOR RESTRICTED SCHOLARSHIPS 131 166436 FMV NEW YORK STATE GRANTS 19 100000 FMV TUITION EXCHANGE 31 541701 FMV HEOP/SJFC GRANT 73 230462 FMV TUITION WAIVERS 385 1746716 FMV RESIDENT ASSISTANT 55 442463 FMV ROOM GRANTS 915 1519198 FMV FEDERAL GRANTS 240 405478 FMV PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: A LIST OF SCHOLARSHIP AND FELLOWSHIP RECIPIENTS IS ON FILE AT ST. JOHN FISHER COLLEGE AND IS AVAILABLE UPON REQUEST. ALL STUDENTS RECEIVING SCHOLARSHIPS AND FELLOWSHIPS ARE JUDGED WORTHY ON THE BASIS OF ACADEMIC ACHIEVEMENT, FINANCIAL NEED, AND OTHER SIMILAR STANDARDS. X X X X X 1 1 X X X X X X 0 0 0 0 0 0 0 0 0 DONALD E BAIN 325879 0 0 0 4317 0 20000 0 25414 0 375610 0 0 0 THOMAS O'NEIL 194935 0 0 0 0 0 15378 0 4159 0 214472 0 0 0 GERARD ROONEY 213970 0 0 0 6065 0 16936 0 40076 0 277047 0 0 0 RICHARD DEJESUS-RUEFF 149187 0 0 0 0 0 12139 0 9194 0 170520 0 0 0 SCOTT A SWIGART 239873 0 0 0 0 0 19605 0 21632 0 281110 0 0 0 DIANNE C COONEY MINER 170373 0 0 0 0 0 12623 0 11572 0 194568 0 0 0 MICHAEL W WISCHNOWSKI 158200 0 0 0 0 0 10005 0 36295 0 204500 0 0 0 DAVID MARTIN 192020 0 0 0 0 0 14545 0 4078 0 210643 0 0 0 JASON J BERMAN 180584 0 0 0 0 0 12234 0 13129 0 205947 0 0 0 MARY S COLLINS 156427 0 0 0 0 0 10673 0 4357 0 171457 0 0 0 WARREN RICHARDS 146798 0 0 0 0 0 11775 0 12386 0 170959 0 0 0 ARTHUR L WALTON 155126 0 0 0 0 0 9398 0 3827 0 168351 0 0 0 THOMAS C D'AGOSTINO 138156 0 0 0 0 0 10823 0 15364 0 164343 0 0 0 A MONROE COUNTY INDUSTRIAL DEVELOPMENT CORP 510188852 61075TDE5 2012-06-01 23680000 TO DEFEASE 1999 AND 2001 SERIES COMIDA BONDS 0 0 0 B MONROE COUNTY INDUSTRIAL DEVELOPMENT CORP 510188852 51075TAC2 2011-05-06 13855000 TO DEFEASE 2008 SERIES DASNY BOND 0 0 0 A 23680000 25717000 585044 2012 1 0 1 1 B 12160000 13855000 1070100 624900 2011 1 0 1 1 A 1 1 1 1 0 0.00000 0.02690 0.02690 0 0 0 B 1 1 1 1 0 0.00070 0.02770 0.02840 0 0 0 A 0 0 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 0 0 DISCOUNTED TUITION FAMILY MEMBER OF KEY EMPLOYEE 20705 DISCOUNTED TUITION DISCOUNTED TUITION VICTOR SALERNO BOARD OF TRUSTEES MEMBER 12269 ELECTRICAL SERVICES 0 R WAYNE LECHASE BOARD OF TRUSTEES MEMBER 8683461 CONSTRUCTION SERVICES 0 RONALD BILLITIER BOARD OF TRUSTEES MEMBER 390667 ELECTRICAL SERVICES 0 CHRIS BOOTH BOARD OF TRUSTEES MEMBER 5015310 HEALTH INSURANCE 0 FERDINAND J SMITH BOARD OF TRUSTEES MEMBER 989524 ADVERTISING SERVICES 0 X FAIR MARKET VALUE X 15 320623 FAIR MARKET VALUE 0 1 0 FORM 990, PART VI, SECTION B, LINE 11 THE 990 IS EXTENSIVELY REVIEWED BY THE FINANCE AND AUDIT COMMITTEES AND POSTED ONTO THE INTRANET FOR BOARD OF TRUSTEE REVIEW. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICTS COMMITTEE OF THE BOARD OF TRUSTEES OVERSEES AND ENFORCES COMPLIANCE WITH THE POLICY. FORM 990, PART VI, SECTION B, LINE 15 PRESIDENT AND CABINET MEMBERS: A THIRD PARTY CONSULTANT IS HIRED TO COLLECT COMPENSATION AND BENEFIT DATA FROM PEER INSTITUTIONS IDENTIFIED BY THE COLLEGE. THIS IS COORDINATED BY THE DIRECTOR OF HR. THE EXECUTIVE COMPENSATION COMMITTEE REVIEWS THE AGGREGATE DATA AND TRENDS AND FORWARDS THEIR RECOMMENDATIONS TO THE EXECUTIVE COMMITTEE OF THE BOARD WHO MAKES THE FINAL APPROVAL OF SALARY AND BENEFIT ADJUSTMENTS. DEANS AND KEY EMPLOYEES: THE DIRECTOR OF HR COLLECTS MARKET DATA FOR THE IDENTIFIED POSITIONS AND REVIEWS WITH THE PRESIDENT AND CABINET MEMBERS WHO ARE RESPONSIBLE FOR APPROVING THE SALARY ADJUSTMENTS. FORM 990, PART VI, SECTION C, LINE 19 ALL FORMS REQUESTED WILL BE MADE AVAILABLE AT THE ST. JOHN FISHER COLLEGE CONTROLLER'S OFFICE DURING NORMAL BUSINESS HOURS. IF FEASIBLE, SJFC MAY ALSO ELECT TO FULFILL THE REQUEST IN A PDF VERSION. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: WRITE OFF OF BOND ISSUANCE COSTS -1,330,134. FORM 990, PART XII, LINE 2C THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. ST JOHN FISHER REAL ESTATE LLC 3690 EAST AVENUE ROCHESTER NY 14618 160746864 TO ASSUME TITLE OF CERTAIN PROPERTY FROM THE COLLEGE NY ST JOHN FISHER COLLEGE SJFC PRIME CARE LLC 3690 EAST AVENUE ROCHESTER NY 14618 455594499 TO ADMINISTER GRANTS IN HEALTH-RELATED ACADEMIC PROGRAMS NY 39497 175703 ST JOHN FISHER COLLEGE