2023-04-12T09:54:39-05:00 2022-06-30 251408703 SCHNEIDER DOWNS & CO INC ONE PPG PLACE SUITE 1700 PITTSBURGH PA 15222 990 2021-07-01 250965557 SETON HILL UNIVERSITY SETO 7248342200 ONE SETON HILL DRIVE GREENSBURG PA 15601 MARY C FINGER EDD PRESIDENT 7248342200 2023-03-13 1 MARY FINGER EDD 999009999 SUSAN M KIRSCH P00341397 4122613644 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z MARY C FINGER EDD ONE SETON HILL DRIVE GREENSBURG PA 15601 107579254 0 X WWW.SETONHILL.EDU X 1885 PA COMPREHENSIVE INSTITUTION OF HIGHER LEARNING PROVIDING UNDERGRADUATE & GRADUATE STUDENT EDUCATION 31 30 1084 44 0 0 11300637 13226715 84313687 84680738 4130209 1903284 6694 36563 99751227 99847300 37354828 37986951 0 0 29193911 31222571 0 0 1205502 24294065 28218139 90842804 97427661 8908423 2419639 190952757 189465294 53901786 57908144 137050971 131557150 X COMPREHENSIVE INSTITUTION OF HIGHER LEARNING PROVIDING UNDERGRADUATE AND GRADUATE STUDENT EDUCATION. 0 0 93879093 37986951 84680738 SETON HILL UNIVERSITY IS A CATHOLIC LIBERAL ARTS UNIVERSITY LOCATED IN SOUTHWESTERN PENNSYLVANIA. ITS PURPOSE IS TO BE A FOSTERING COMMUNITY OF TEACHERS AND LEARNERS COMMITTED TO THE STUDY OF LIBERAL ARTS AND SCIENCES.THE UNIVERSITY'S EDUCATIONAL OFFERINGS INCLUDE MAJOR COURSES OF STUDY IN EDUCATION, HUMANITIES, NATURAL SCIENCES, SOCIAL SCIENCES, AND VISUAL AND PERFORMING ARTS; BOTH AT THE UNDERGRADUATE AND GRADUATE LEVEL. IN ADDITION TO THE OFFERINGS OF A LIBERAL ARTS EDUCATION, SETON HILL RECOGNIZES THE NEED FOR QUALIFIED HEALTH CARE PROFESSIONALS, PARTICULARLY IN THE PRIMARY CARE FIELDS IN RURAL AND UNDERSERVED AREAS. TO HELP FILL THIS NEED, SETON HILL OFFERS A PHYSICIAN ASSISTANT PROGRAM AND ALSO HAS A CO-OPERATIVE DEGREE PROGRAM WITH THE LAKE ERIE COLLEGE OF OSTEOPATHIC MEDICINE (LECOM).- SETON HILL OFFERS TWO DEGREES IN THE PHYSICIAN ASSISTANT CURRICULUM: A COMBINED BACHELOR OF SCIENCE/MASTER OF SCIENCE PROGRAM AND A MASTER OF SCIENCE PROGRAM. THROUGH THE PHYSICIAN ASSISTANT PROGRAM AT SETON HILL UNIVERSITY, STUDENTS ARE EXPOSED TO A BROAD RANGE OF ACADEMIC EXPERIENCES AND HANDS-ON CLINICAL PRACTICE. - SETON HILL'S COOPERATIVE DEGREE PROGRAM WITH THE LAKE ERIE COLLEGE OF OSTEOPATHIC MEDICINE (LECOM) ENABLES QUALIFYING SETON HILL FRESHMEN TO ALSO RESERVE A SEAT IN A MEDICAL SCHOOL LOCATED ON SETON HILL'S CAMPUS AND TO EARN BOTH AN UNDERGRADUATE B.S. DEGREE AND A D.O. MEDICAL DEGREE IN AS LITTLE AS SEVEN YEARS.ALONG WITH ITS HEALTH CARE PROGRAMS, SETON HILL UNIVERSITY ALSO OFFERS AN ORTHODONTIC MASTERS DEGREE ACCREDITED BY THE AMERICAN DENTAL ASSOCIATION. THROUGH THIS PROGRAM, THE UNIVERSITY OPERATES A CENTER FOR ORTHODONTICS THAT OFFERS AFFORDABLE ORTHODONTIC TREATMENT FOR PATIENTS OF ALL AGES. MEDICAL ASSISTANCE PATIENTS ARE WELCOME, AND THE CENTER ACCEPTS ALL INSURANCE PLANS. THE UNIVERSITY'S STUDENT BODY IS DIVERSE, COMING FROM ALL WALKS OF LIFE, AND INCLUDES 46 INTERNATIONAL STUDENTS. APPROXIMATELY 25% OF THE FRESHMAN CLASS OF THE 2021-22 ACADEMIC YEAR WERE NON-CAUCASIAN.IN ADDITION TO SERVING THE TRADITIONAL UNDERGRADUATE AGED STUDENT, THE UNIVERSITY ALSO OFFERS THE OPPORTUNITY FOR NON-TRADITIONAL AGED ADULT LEARNERS TO PURSUE A DEGREE THROUGH ITS ADULT DEGREE PROGRAM. THIS INITIATIVE IS CURRENTLY SERVING 160 ADULTS FROM THE COMMUNITY.SETON HILL UNIVERSITY OFFERS A FINANCIAL AID PROGRAM TO THEIR STUDENTS THAT IS DESIGNED TO HELP STUDENTS WHO WOULD FIND IT DIFFICULT OR IMPOSSIBLE TO ATTEND COLLEGE WITHOUT SOME FINANCIAL ASSISTANCE. THE UNIVERSITY OFFERS A COMPREHENSIVE PROGRAM OF FINANCIAL AID IN THE FORM OF SCHOLARSHIPS, GRANTS, LOANS, PART-TIME EMPLOYMENT, AND DEFERRED PAYMENT SCHEDULES AND COORDINATES PROGRAMS FROM THE FEDERAL AND STATE FINANCIAL AID PROGRAMS. ANY OF THESE FORMS OF FINANCIAL AID MAY BE OFFERED SINGLY OR IN VARIOUS COMBINATIONS TO A STUDENT. THE AMOUNT OF FINANCIAL AID AN APPLICANT RECEIVES IS BASED ON THE DIFFERENCE BETWEEN THE TOTAL COSTS AND THE AMOUNT THE STUDENT AND FAMILY ARE ABLE TO CONTRIBUTE TOWARD COSTS AS DETERMINED BY THE NEEDS ANALYSIS. DURING THE FISCAL YEAR ENDING JUNE 30, 2022 THE UNIVERSITY AWARDED IN EXCESS OF $37,900,000 IN AID TO ITS STUDENTS. IN ADDITION TO SERVING THE COMMUNITY AS A LIBERAL ARTS SCHOOL OF HIGHER EDUCATION, THE UNIVERSITY ALSO SERVES THE COMMUNITY BY OFFERING A CHILD DEVELOPMENT CENTER FOR PRESCHOOL AGED STUDENTS. CURRENTLY, THERE ARE APPROXIMATELY 13 CHILDREN ENROLLED IN THIS SERVICE.SETON HILL UNIVERSITY HAS ALSO PARTNERED WITH THE CITY OF GREENSBURG, WESTMORELAND COUNTY, AND THE GREENSBURG SALEM SCHOOL DISTRICT OFFERING A CENTER FOR PERFORMING ARTS, LOCATED IN DOWNTOWN GREENSBURG. THE FACILITY ENABLES THE UNIVERSITY TO IMPLEMENT PROGRAMS IN THIS FIELD. THE CENTER ALSO DRAWS VISITORS AND SCHOOL AGED YOUTH FROM AROUND THE REGION TO MUSICAL AND THEATRICAL PRODUCTIONS. IN ADDITION TO ITS COLLEGE LEVEL MUSIC PROGRAM, THE UNIVERSITY ALSO SERVES 700 YOUTH AND ADULT STUDENTS THROUGH ITS COMMUNITY ARTS PROGRAM. THE UNIVERSITY SUBSIDIZES THESE PROGRAMS, AS THE TUITION CHARGED DOES NOT COVER THE ENTIRE COST OF OPERATING THESE PROGRAMS. 93879093 1 1 0 1 0 0 0 1 0 1 1 0 0 0 1 1 0 1 1 0 1 0 0 0 1 1 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 1 4338 0 1 1084 1 0 0 0 0 0 0 0 0 0 0 0 0 X 31 30 0 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X BRENT JACKSON 7248384215 ONE SETON HILL DRIVE GREENSBURG PA 15601 X MARY C FINGER EDD PRESIDENT 55.00 0.10 X X 460760 0 182608 DANIEL J RINCHUSE PROG. DIR. & PROF. ORTHODONTICS 55.00 0.00 X 266474 0 44832 IMOGENE CATHEY VP & GENERAL COUNSEL 55.00 0.00 X 204204 0 44576 BRETT FRESHOUR VP FOR ENROLLMENT MANAGEMENT 55.00 0.00 X 186799 0 58343 ALAN GIBBS ASST. PROF. ORTHODONTICS 55.00 0.00 X 205546 0 34527 MOLLY SHIMKO VP FOR INSTITUTIONAL ADVANCEMENT 55.00 0.00 X 188880 0 34585 DEBASISH CHAKRABORTY PROF OF BUSINESS & DEAN OF BUSINESS SCHOOL 55.00 0.00 X 186705 0 33307 JENNIFER LUNDY VP FOR FINANCE & ADMIN, CFO (EXIT 4/22) 55.00 0.10 X 188473 0 22525 TARA KRAISINGER ASSISTANT PROFESSOR ORTHODONTICS 55.00 0.00 X 189800 0 18455 CAROL BILLMAN ASSISTANT SECRETARY 40.00 0.00 X 89386 0 8255 KAREN FARMER WHITE CHAIR 9.10 0.10 X X 0 0 0 REBECCA C SNYDER CHAIR ELECT 4.60 0.00 X X 0 0 0 MARY NORBERT LONG SC TRUSTEE, VICE CHAIR 1.60 0.10 X X 0 0 0 LOUISE GRUNDISH SC SECRETARY 1.20 0.00 X X 0 0 0 CARMEN BAUZA TRUSTEE 0.30 0.00 X 0 0 0 ROBIN BECK TRUSTEE 1.00 0.00 X 0 0 0 RACHEL J BLAIS SC TRUSTEE 1.20 0.10 X 0 0 0 ELIZABETH BOYLE MCDONALD TRUSTEE 1.20 0.00 X 0 0 0 TODD D BRICE TRUSTEE 1.20 0.00 X 0 0 0 ROBERT DEMICHIEI TRUSTEE 1.70 0.10 X 0 0 0 MARGRET DIVIRGILIO TRUSTEE 1.10 0.00 X 0 0 0 BARBARA EINLOTH SC TRUSTEE 0.80 0.00 X 0 0 0 CHRISTINE FARRELL TRUSTEE 1.20 0.00 X 0 0 0 LINDA FIORELLI TRUSTEE 1.20 0.00 X 0 0 0 MATTHEW GALANDO TRUSTEE 0.90 0.00 X 0 0 0 RUTH GRANT TRUSTEE 0.90 0.10 X 0 0 0 GRACE HARTZOG SC TRUSTEE 0.60 0.00 X 0 0 0 BISHOP LARRY J KULICK HONORARY CHAIR 0.00 0.00 X 0 0 0 DONNA MARIE LEIDEN SC TRUSTEE 1.00 0.00 X 0 0 0 MOSHOOD MARTINS DDS TRUSTEE (ENTER 10/21) 1.00 0.00 X 0 0 0 MIRIAM MURRAY TRUSTEE 0.90 0.00 X 0 0 0 MARY JO MUTSCHLER SC TRUSTEE 0.90 0.00 X 0 0 0 PATRICIA O'DONOGHUE TRUSTEE 1.60 0.00 X 0 0 0 KATHLEEN SARNIAK-TANZOLA TRUSTEE 1.20 0.00 X 0 0 0 MARY ELIZABETH SCHREI SC TRUSTEE 1.20 0.00 X 0 0 0 FRANK SIMPKINS TRUSTEE 1.60 0.00 X 0 0 0 JAMES STALDER TRUSTEE 0.40 0.00 X 0 0 0 KYM STOUT TRUSTEE 1.60 0.00 X 0 0 0 RET COL BRIDGET S WIDDOWSON TRUSTEE 1.20 0.00 X 0 0 0 JESSICA YBANEZ-MORANO MD TRUSTEE 1.20 0.00 X 0 0 0 2167027 0 482013 20 0 1 0 ARAMARK INC PO BOX 978839 DALLAS TX 75397 FOOD & CUSTODIAL SERVICES 5400364 RAIMONDO CONSTRUCTION CONPANY INC 131 SOUTH LINCOLN AVE GREENSBURG PA 15601 CONSTRUCTION 397343 FIRST STUDENT INC 24179 NETWORK PLACE CHICAGO IL 60673 TRANSPORTATION SERVICE 229576 ASA CONCRETE SERVICES PO BOX 606 GREENSBURG PA 15601 CONSTRUCTION 207690 A RAIMONDO MASONRY RESTORATION INC 450 MT THOR ROAD GREENSBURG PA 15601 CONSTRUCTION 148600 8 130 8637492 4589093 176885 13226715 TUITION & FEES 611710 68821606 68821606 ROOM & BOARD 611710 11197043 11197043 OTHER AUXILIARY 722320 2289844 2289844 ORTHODONTIC PROGRAM 900003 1778355 1778355 STUDENT ACTIVITIES/OTHER PROGRAMS 611710 593890 593890 84680738 1381568 1381568 8180268 7658552 521716 521716 521716 67772 130 42457 25315 25315 42193 30945 11248 11248 99847300 84680738 0 1939847 30000 30000 37956951 37956951 1360880 724448 487963 148469 21842723 20328155 907554 607014 1312523 1199566 64007 48950 5085102 4812308 146058 126736 1621343 1486851 80957 53535 50495 50495 89961 89961 45000 45000 272101 272101 3737178 3571925 95600 69653 1020154 986510 33347 297 7769263 7670510 25905 72848 1677659 1677659 1768069 1768069 1398475 1300620 56670 41185 1480369 1480369 4770789 4770789 655330 655330 MEMBERSHIPS/SUBSCRIPT. 475561 447916 17239 10406 BAD DEBTS 432759 432759 STUDENT EVENTS 389940 343558 19973 26409 GIFTS IN KIND 86560 86560 2098476 2052745 45731 97427661 93879093 2343066 1205502 109473 29918 8543190 11423916 1716687 1716678 6044695 4669804 896811 785455 30640 30640 296627 233255 182721895 70519262 110609330 112202633 57877676 53347958 3717428 3199595 1110200 1825442 190952757 189465294 2006935 3264756 4553547 4970604 46018426 48321418 1322878 1351366 53901786 57908144 X 89967976 89159762 47082995 42397388 137050971 131557150 190952757 189465294 2419639 -7913460 0 X X 0 1 X 1 1 1 X 7303944 5037831 4716724 11300637 13226715 41585851 7303944 5037831 4716724 11300637 13226715 41585851 216588 41369263 788970 716850 843429 654897 1381568 4385714 45971565 409247865 0.89990 0.88110 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 45000 45000 45000 45000 97456063 97481250 97501063 97526250 1000000 1000000 250000 250000 0 0 0 0 1000000 1000000 1000000 1000000 4000000 6000000 36000 36000 45000 45000 162000 250000 250000 250000 250000 1000000 1500000 X X X X 0 55530926 2272815 -6192991 1034903 50575847 42145794 3581578 12343845 2540291 55530926 41847043 2107549 -595469 1213329 42145794 40405908 2429308 2046608 1055700 1979081 41847043 37824970 2246799 2414461 2080322 40405908 0.27300 0.00000 0.72700 0 0 3332117 3332117 125819604 31382873 94436731 13553436 7742630 5810806 22083675 19036474 3047201 17933063 12357285 5575778 112202633 DEPOSITS HELD FOR OTHERS 133304 STUDENT DEPOSITS 510145 STUDENT LOAN ADVANCES 707917 1351366 X 53779870 -7913460 1680 73402 -7838378 61618248 272101 37956951 38229052 99847300 59273690 1680 73401 75081 59198609 272101 37956951 38229052 97427661 PART III, LINE 1A: THE UNIVERSITY'S COLLECTIONS INCLUDE RELIGIOUS ICONS, PAINTINGS, PRINTS, PHOTOGRAPHS, SCULPTURES, DRAWINGS AND WATERCOLORS AND DECORATIVE ARTS. THESE ITEMS ARE HELD FOR EDUCATIONAL, RESEARCH, SCIENTIFIC AND CURATORIAL PURPOSES. EACH OF THE ITEMS IS CATALOGED, PRESERVED AND CARED FOR, AND ACTIVITIES VERIFYING THEIR EXISTENCE AND ASSESSING THEIR CONDITION ARE PERFORMED CONTINUOUSLY. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS OPERATING EXPENDITURES IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED. CONTRIBUTED COLLECTION ITEMS ARE NOT REFLECTED IN THE FINANCIAL STATEMENTS. PART III, LINE 4: THE ART COLLECTION OF SHU CONSISTS PRIMARILY OF THE BRAEMER MADONNA COLLECTION, THE LYNCH ETCHINGS, THE ART DEPARTMENT PRINT COLLECTION, AND THE RELIGIOUS STATUARY, ICONOGRAPHY & REALIA. THE BRAEMER MADONNA COLLECTION COMPRISES OVER A HUNDRED PIECES INCLUDING PAINTINGS, RELIEFS, SCULPTURES AND FURNITURE. THE LYNCH ETCHINGS RANGE FROM A PIECE BY REMBRANDT TO LOCAL ARTISTS. THE COLLECTION OF PRINTS MAINTAINED BY THE ART DEPARTMENT INCLUDE NUMBERED PIECES BY NATIONALLY KNOW PRINTMAKERS FROM THE 1960'S-1980'S, AND A WIDE COLLECTION OF PRINTS BY SETON HILL STUDENTS. THERE IS ALSO A WIDE VARIETY OF RELIGIOUS STATUARY RANGING FROM A CAST ANGEL AND CHILD WHICH WELCOMED PEOPLE TO THE HILL SINCE 1892 TO PIECES DEPICTING MARY, JOSEPH AND ELIZABETH ANN BAYLEY SETON. SETON HILL IS ALSO HOME TO SEVERAL SCULPTURES OF JOSEPHA FILKOSKY, A FORMER FACULTY MEMBER. A LARGE NUMBER OF THE PIECES IN THE SHU COLLECTIONS ARE ON EXHIBIT THROUGHOUT THE UNIVERSITY AT ANY GIVEN TIME. AS WELL, THE PIECES ARE USED FOR HANDS ON TRAINING IN PRESERVATION AND RESTORATION FOR ART INTERNS. PART V, LINE 4: THE BOARD OF THE UNIVERSITY HAS ELECTED TO ADOPT THE ACT 141 TOTAL RETURN PROVISION THAT ALLOWS A NONPROFIT TO CHOOSE TO TREAT A PERCENTAGE OF THE AVERAGE MARKET VALUE OF THE ENDOWMENT'S INVESTMENTS AS INCOME EACH YEAR. HOWEVER, THE LONG-TERM PRESERVATION OF THE REAL VALUE OF THE ASSETS MUST BE TAKEN INTO CONSIDERATION WHEN THE BOARD ELECTS THE AMOUNT. ON AN ANNUAL BASIS, THE BOARD, IN WRITING, MUST ELECT A SPENDING RATE OF BETWEEN 2% AND 7%. DUE TO THE COVID-19 PANDEMIC, FOR FISCAL YEARS ENDING IN 2020, 2021 AND 2022, THE BOARD MAY ELECT A PERCENTAGE OF NOT MORE THAN 10% PER YEAR. THE UNIVERSITY APPLIES THIS PERCENTAGE TO THE AVERAGE MARKET VALUE OF THE INVESTMENTS AT THE END OF THE PRIOR YEAR. AVERAGE MARKET VALUE IS BASED UPON ON A MINIMUM THREE PREVIOUS YEARS' MARKET VALUE. THE UNIVERSITY USED A SPENDING RATE OF 10% FOR THE YEARS ENDED JUNE 30, 2022 AND 2021. THE UNIVERSITY CLASSIFIES AS NET ASSETS WITH DONOR RESTRICTIONS THE ORIGINAL VALUE OF GIFTS DONATED TO THE ENDOWMENT AND THE ORIGINAL VALUE OF SUBSEQUENT GIFTS TO THE ENDOWMENT. THE UNDISTRIBUTED AMOUNTS EARNED ARE INCLUDED IN NET ASSETS WITH DONOR RESTRICTIONS. THE AMOUNTS RELEASED FROM RESTRICTION AS PROVIDED UNDER ACT 141 ARE CLASSIFIED AS NET ASSETS WITHOUT DONOR RESTRICTIONS. IN ACCORDANCE WITH ACT 141, THE UNIVERSITY HAS ADOPTED A WRITTEN INVESTMENT POLICY, OF WHICH A SECTION SPECIFICALLY RELATES TO THE ENDOWMENT FUND. THE UNIVERSITY CONSIDERS THE FOLLOWING FACTORS IN MAKING A DETERMINATION TO SET A SPENDING RATE: 1. PROTECTING THE CORPUS OF THE ENDOWMENT FUND. 2. PRESERVING THE SPENDING POWER OF THE ASSETS. 3. OBTAINING MAXIMUM INVESTMENT RETURN WITH REASONABLE RISK AND OPERATIONAL CONSIDERATION. 4. COMPLYING WITH APPLICABLE LAWS. 5. PROVIDING FLEXIBILITY THROUGH THE AVAILABILITY OF THE BOARD-DESIGNATED FUNDS. PART X, LINE 2: THE UNIVERSITY HAS BEEN DETERMINED TO BE EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986 (IRC) AND HAS FURTHER BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION IN ACCORDANCE WITH SECTIONS 170(B)(1)(A)(II) AND 509(A)(1) OF THE IRC. PROPERTIES HAS BEEN DETERMINED TO BE A TYPE I SUPPORTING ORGANIZATION UNDER SECTION 509(A)(3) OF THE IRC. AS A RESULT, NO PROVISION FOR TAXES HAS BEEN MADE IN THE ACCOMPANYING COMBINED FINANCIAL STATEMENTS. THE UNIVERSITY FOLLOWS THE INCOME TAXES TOPIC OF THE FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC), CLARIFYING THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS. THIS TOPIC REQUIRES A RECOGNITION THRESHOLD AND MEASUREMENT PRINCIPLES FOR FINANCIAL STATEMENT DISCLOSURES OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN. THE UNIVERSITY HAS ASSESSED THE TAX POSITIONS IT HAS TAKEN OR EXPECTS TO TAKE IN ITS TAX RETURNS, AND NO LIABILITY FOR UNCERTAIN TAX POSITIONS HAS BEEN RECORDED; FURTHER, THE UNIVERSITY HAS NO UNRECOGNIZED TAX BENEFITS. THE UNIVERSITY IS NO LONGER SUBJECT TO EXAMINATION OF ITS TAX RETURNS FOR YEARS BEFORE 2019. PART XI, LINE 2D - OTHER ADJUSTMENTS: RECLASS OF FUNDRAISING/GAMING EXPENSES 73,402. PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS AND GRANTS 37,956,951. PART XII, LINE 2D - OTHER ADJUSTMENTS: RECLASS OF FUNDRAISING/GAMING EXPENSES 73,401. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS AND GRANTS 37,956,951. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE NONDISCRIMINATION POLICY IS POSTED ON THE SCHOOL'S WEBSITE, AND IS INCLUDED IN ADVERTISEMENTS FOR EMPLOYMENT. SCHEDULE E, PART I, LINE 6 SETON HILL UNIVERSITY RECEIVES GRANTS FROM FEDERAL AND STATE AGENCIES TO SUPPORT ITS EDUCATIONAL MISSION. CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTMENTS N/A 2206790 EUROPE (INCLUDING ICELAND AND GREENLAND) 0 0 PROGRAM SERVICES STUDENTS TRAVELING ABROAD AS PART OF THEIR COURSE WORK 32041 0 0 0 0 0 0 2238831 0 2238831 1 0 1 1 1 0 PART III ACCOUNTING METHOD: STUDENT ORG FUNDRAISERS 67902 130 67772 5555 1853 18227 16822 67902 130 67772 5555 1853 18227 16822 42457 25315 13456 3530 2122 500 1 1.00000 28737 4545 2056 17726 466 1 1.00000 42193 8075 4178 18226 466 30945 11248 PA 1 0 1 0 1.00000 0.00000 SETON HILL UNIVERSITY ACCOUNTING DEPARTMENT ONE SETON HILL DRIVE GREENSBURG PA 15601 0 JENNIFER LUNDY UP TO 422 BRENT JA SUPERVISES OPERATION. JENNIFER LUNDY'S AND BRENT JACKSON'S SERVICES ARE DONATED. X 0 1 CITY OF GREENSBURG 416 SOUTH MAIN ST GREENSBURG PA 15601 256058560 GOVERNMENT 30000 0 N/A N/A GENERAL SUPPORT 1 0 SCHOLARSHIPS AND UNIVERSITY GRANTS 1952 37956951 N/A N/A PART I, LINE 2: THE MAJORITY OF GRANT FUNDS AWARDED BY THE UNIVERSITY ARE IN THE FORM OF FINANCIAL AID TO ITS STUDENTS. THE ORGANIZATION'S FINANCIAL AID OFFICE AWARDS NEED AND MERIT BASE AID BASED ON THE CRITERIA ESTABLISHED BY THE UNIVERSITY. THE FINANCIAL AID PROGRAM AT SETON HILL UNIVERSITY ASSISTS STUDENTS WHO WOULD FIND IT DIFFICULT OR IMPOSSIBLE TO ATTEND COLLEGE WITHOUT SOME FINANCIAL ASSISTANCE. THE UNIVERSITY OFFERS A COMPREHENSIVE PROGRAM OF FINANCIAL AID IN THE FORM OF SCHOLARSHIPS, GRANTS, LOANS, PART-TIME EMPLOYMENT, AND DEFERRED PAYMENT SCHEDULES, AND COORDINATES ITS PROGRAMS WITH THE FEDERAL AND STATE FINANCIAL AID PROGRAMS. ANY OF THESE FORMS OF FINANCIAL AID MAY BE OFFERED INDEPENDENTLY OR IN VARIOUS COMBINATIONS TO A STUDENT. THE FINANCIAL AID OFFICE ESTIMATES THE COST OF ATTENDING SETON HILL UNIVERSITY BY ADDING TUITION, ROOM, BOARD AND FEES PLUS AN ESTIMATE FOR BOOKS, SUPPLIES, TRANSPORTATION FROM HOME TO SCHOOL AND PERSONAL EXPENSES. THE AMOUNT OF FINANCIAL AID AN APPLICANT RECEIVES IS BASED ON THE DIFFERENCE BETWEEN THE TOTAL COSTS AND THE AMOUNT THE STUDENT AND FAMILY ARE ABLE TO CONTRIBUTE TOWARD COSTS AS DETERMINED BY THE NEEDS ANALYSIS FORM. X X X 1 1 X X X X X 0 0 0 0 0 0 0 1 0 MARY C FINGER EDD PRESIDENT 367155 0 73605 0 20000 0 115339 0 67269 0 643368 0 41245 0 DANIEL J RINCHUSE PROG. DIR. & PROF. ORTHODONTICS 266474 0 0 0 0 0 21650 0 23182 0 311306 0 0 0 IMOGENE CATHEY VP & GENERAL COUNSEL 185653 0 18551 0 0 0 35262 0 9314 0 248780 0 10209 0 BRETT FRESHOUR VP FOR ENROLLMENT MANAGEMENT 169799 0 17000 0 0 0 34606 0 23737 0 245142 0 9526 0 ALAN GIBBS ASST. PROF. ORTHODONTICS 205546 0 0 0 0 0 10526 0 24001 0 240073 0 0 0 MOLLY SHIMKO VP FOR INSTITUTIONAL ADVANCEMENT 172050 0 16830 0 0 0 34460 0 125 0 223465 0 9431 0 DEBASISH CHAKRABORTY PROF OF BUSINESS & DEAN OF BUSINESS SCHOOL 186705 0 0 0 0 0 9570 0 23737 0 220012 0 0 0 JENNIFER LUNDY VP FOR FINANCE & ADMIN, CFO (EXIT 4/22) 171337 0 17136 0 0 0 9573 0 12952 0 210998 0 9602 0 TARA KRAISINGER ASSISTANT PROFESSOR ORTHODONTICS 189800 0 0 0 0 0 9552 0 8903 0 208255 0 0 0 PART I, LINE 1A FOR THE CALENDAR YEAR 2021, THE PRESIDENT UTILIZED EMPLOYER PROVIDED HOUSING, A NONTAXABLE BENEFIT, WHICH IS REPORTED ON SCHEDULE J, PART II, COLUMN D. PART I, LINE 3 THE UNIVERSITY HAS A COMPENSATION COMMITTEE THAT ESTABLISHES THE PRESIDENT'S COMPENSATION. FOR THE CURRENT FISCAL YEAR, THE COMMITTEE ENGAGED SERVICES FROM AN INDEPENDENT CONSULTANT TO ASSIST WITH THE DETERMINATION OF COMPENSATION. THE COMPENSATION COMMITTEE, HOWEVER, INDEPENDENTLY APPROVED AND AWARDED THE FINAL COMPENSATION PACKAGE. PART I, LINE 7 PURSUANT TO A WRITTEN EMPLOYMENT CONTRACT, THE PRESIDENT, VICE PRESIDENTS, GENERAL COUNSEL, AND CHIEF INFORMATION OFFICER OF THE UNIVERSITY PARTICIPATE IN AN ANNUAL VARIABLE COMPENSATION PROGRAM. PAYMENTS ARE CONTINGENT ON THE ACHIEVEMENT OF ATTAINABLE BUSINESS PERFORMANCE OBJECTIVES ESTABLISHED BY THE COMPENSATION COMMITTEE. THE MAXIMUM POTENTIAL AMOUNT OF DEFERRED COMPENSATION FOR INDIVIDUALS EMPLOYED DURING THE FISCAL YEAR ENDED JUNE 30, 2022 WAS ACCRUED AT YEAR END AND IS REPORTED ON THE 2021 FORM 990, SCHEDULE J, PART II, COLUMN C. THE BONUS PAYMENT IS DISCLOSED ON SCHEDULE J, PART II, COLUMN (B)(II) AT THE ACTUAL AMOUNT OF THE PAYOUT, WITH AMOUNTS ACCRUED IN THE FISCAL YEAR ENDED JUNE 30, 2021 DISCLOSED ON SCHEDULE J, PART II, COLUMN F. A LATROBE INDUSTRIAL DEVELOPMENT AUTHORITY 251763674 518324AV0 2021-04-20 46053437 TO FINANCE REPAYMENT OF OUTSTANDING BONDS & FINANCE NEW CAPITAL PROJECTS 0 0 0 A 40440032 46053437 40440032 613404 12302877 33137155 1 1 0 0 A 0 0 0 0 0 0 0 A 0 0 0 0 0 0 0 0 0 A 0 X 200 FAIR MARKET VALUE X 3465 FAIR MARKET VALUE X 4 90325 FAIR MARKET VALUE X 1 144 FAIR MARKET VALUE X ORTHODONTIC SUPPLIES/EQUIPMENT 2 80471 FAIR MARKET VALUE X GIFT CARD/BASKET 9 1509 FAIR MARKET VALUE X COLLECTIBLES 1 309 FAIR MARKET VALUE X MUSIC EQUIPMENT/SUPPLIES 1 200 FAIR MARKET VALUE X ADMISSION/LOTTERY TICKETS 1 198 FAIR MARKET VALUE X JEWELRY 1 65 FAIR MARKET VALUE 0 0 1 0 PART I, COLUMN (B): THE NUMBER SHOWN IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTORS FOR EACH TYPE OF PROPERTY. SCHEDULE M, LINE 33: THE UNIVERSITY OWNS A NUMBER OF PIECES OF ART AND HISTORIC TREASURES. A LARGE NUMBER OF THE PIECES IN THE UNIVERSITY COLLECTIONS ARE ON EXHIBIT THROUGHOUT THE UNIVERSITY AT ANY GIVEN TIME. AS WELL, THE PIECES ARE USED FOR HANDS ON TRAINING IN PRESERVATION AND RESTORATION FOR ART INTERNS. CONTRIBUTED COLLECTION ITEMS ARE NOT REFLECTED IN THE FINANCIAL STATEMENTS. A ZERO AMOUNT WAS REPORTED ON FORM 990, PART VIII, LINE 1G FOR COLLECTION ITEMS BECAUSE THE UNIVERSITY DOES NOT CAPITALIZE ITS COLLECTIONS, AS ALLOWED UNDER ASC TOPIC 958. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE SHALL EXERCISE THE POWERS AND AUTHORITY OF THE BOARD OF TRUSTEES DURING THE INTERVALS BETWEEN MEETINGS OF THE BOARD, WHEN, BASED ON THE BUSINESS NEEDS OF THE UNIVERSITY, IT IS DESIRABLE FOR THE BOARD TO MEET BUT, AS DETERMINED BY THE CHAIR, THE CONVENING OF A SPECIAL BOARD MEETING IS NOT WARRANTED. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF TRUSTEES SHALL CONSIST OF AT LARGE AND SISTERS OF CHARITY TRUSTEES. BETWEEN 33 AND 25 % OF THE TOTAL NUMBER OF TRUSTEES SHALL BE SISTERS OF CHARITY UNTIL 2021 AT WHICH TIME THE PERCENTAGE WILL BECOME 25%. THIS NUMBER SHALL INCLUDE THE COUNCIL TRUSTEES, WHO WILL NOMINATE THE REMAINING SISTERS OF CHARITY TRUSTEES. FORM 990, PART VI, SECTION A, LINE 7B THE COUNCIL TRUSTEES SHALL RESERVE TO THEMSELVES THE FOLLOWING POWERS: (1) APPROVAL OF ANY CHANGES THAT AFFECT THE MISSION, PHILOSOPHY AND IDENTITY OF SETON HILL UNIVERSITY AS A CATHOLIC UNIVERSITY IN THE TRADITIONS OF THE SISTERS OF CHARITY; AND, (2) APPROVAL OF ALL AMENDMENTS, MODIFICATIONS, RESTATEMENTS, OR CHANGES IN THE ARTICLES OF INCORPORATION AND BYLAWS OF THE SETON HILL UNIVERSITY BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS FIRST REVIEWED BY FINANCE MANAGEMENT AND THE UNIVERSITY'S PRESIDENT AND THEN DISTRIBUTED TO THE FINANCE AND BUSINESS AFFAIRS COMMITTEE OF THE BOARD OF TRUSTEES FOR FINAL REVIEW. A COMPLETE COPY IS PROVIDED TO THE BOARD PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C CONFLICTS NOTED BY BOARD MEMBERS ARE REPORTED TO THE COMMITTEE ON BOARD RELATIONS. CONFLICTS NOTED BY EMPLOYEES ARE REPORTED TO THE HUMAN RESOURCE COMMITTEE ON CONFLICTS OF INTEREST. BOTH COMMITTEES REVIEW THE REPORTED CONFLICT AND TAKE THE APPROPRIATE ACTION AS WARRANTED BY THE SITUATION. THE UNIVERSITY HAS A FORMAL POLICY IN THEIR BYLAWS REGARDING ANY CONFLICTS OF INTEREST THAT MAY EXIST WITHIN ITS GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 15 THE UNIVERSITY HAS A COMPENSATION COMMITTEE THAT ESTABLISHES THE PRESIDENT'S COMPENSATION. FOR THE CURRENT FISCAL YEAR, THE COMMITTEE ENGAGED SERVICES FROM AN INDEPENDENT CONSULTANT TO ASSIST WITH THE DETERMINATION OF COMPENSATION. THE COMPENSATION COMMITTEE, HOWEVER, INDEPENDENTLY APPROVED AND AWARDED THE FINAL COMPENSATION PACKAGE. THE UNIVERSITY HAS A COMPENSATION COMMITTEE THAT ESTABLISHES THE COMPENSATION OF OFFICERS AND KEY EMPLOYEES. THE COMMITTEE REVIEWS COMPARABILITY DATA THAT IS PUBLICLY AVAILABLE AND INDEPENDENT CONSULTANTS WHERE APPROPRIATE. FORM 990, PART VI, SECTION C, LINE 19 THE UNIVERSITY MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VII, TRUSTEE EMERITUS: THE FOLLOWING MEMBERS SERVE ON THE SETON HILL UNIVERSITY BOARD OF TRUSTEES AS TRUSTEE EMERITI BUT HAVE NO VOTING POWERS AT THE MEETINGS OF THE BOARD OF TRUSTEES: JEAN AUGUSTINE, S.C., JAMES BREISINGER, MARY ELLEN COONEY HIGGINGS, MARY COSTELLO, LOUIS CRACO, SARA CUTTING, ROSEMARY DONLEY, S.C., JOHN ECHEMENT, GERTRUDE FOLEY, S.C., BRIGID MARIE GRANDEY, S.C., MARCIA GUMBERG, MAUREEN HALLORAN, S.C., DONALD HENDERSON, RICHARD HENDRICKS, PATRICE HUGHES, S.C., A. RICHARD KACIN, ARTHUR MEEHAN, MARLENE MONDALEK, S.C., DONALD MORITZ, BARBARA NAKLES, MAUREEN SHEEDY O'BRIEN, MAUREEN O'BRIEN, S.C., M. ELLENITA O'CONNER, S.C., PAUL POHL, ESQUIRE, MICHELE RIDGE, MARC ROBERTSHAW, ARTHUR ROONEY, JR., RALPH SCALISE, ANITA SCHULTE, S.C. FORM 990, PART XII, QUESTION 2C, OVERSIGHT OF FINANCIAL STATEMENT AUDIT: ANNUALLY, THE FINANCE AND BUSINESS AFFAIRS COMMITTEE OF THE BOARD OF TRUSTEES, ENGAGES THE SERVICES OF AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTING (CPA) FIRM TO CONDUCT AN AUDIT AND ISSUE AN OPINION ON THE UNIVERSITY'S FINANCIAL STATEMENTS. THE CPA FIRM REPORTS THE RESULTS OF THEIR FINDINGS AND ISSUES THEIR AUDITED FINANCIAL STATEMENTS TO THE COMMITTEE. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. SETON HILL PROPERTIES ONE SETON HILL DRIVE GREENSBURG PA 15601 020790268 ORGANIZED TO CARRY OUT THE PURPOSES OF SETON HILL UNIVERSITY. PA 501(C)(3) 509(A)(3) TYPE I SETON HILL UNIVERSITY 1 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 SETON HILL PROPERTIES D 1831622 ACTUAL SETON HILL PROPERTIES ONE SETON HILL DRIVE GREENSBURG PA 15601 020790268 0 0 0 25187 25187 5037 1259 0 0 0