2023-04-14T08:11:46-05:00 2022-05-31 161131146 BONADIO & CO LLP 171 SULLYS TRAIL PITTSFORD NY 14534 990 2021-06-01 160746864 ST JOHN FISHER COLLEGE STJO 5853858000 3690 EAST AVENUE ROCHESTER NY 14618 HEZEKIAH SIMMONS INTERIM VP FOR FINANCE AND CFO 5853855242 2023-03-15 1 HEZEKIAH SIMMONS XXX-XX-XXXX AIMEE JOZIC P01346943 5853811000 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z DR GERARD J ROONEY 3690 EAST AVENUE ROCHESTER NY 14618 173970459 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. 32 30 1787 189 124692 0 16705927 23750123 126782421 131368141 2995518 4006775 1817957 2219034 148301823 161344073 43592991 48970857 0 0 60064244 62953965 0 0 2941200 35552815 38434779 139210050 150359601 9091773 10984472 337911510 335040686 63711738 59689856 274199772 275350830 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 86947097 45389566 112739777 INSTRUCTION: TO GIVE INSTRUCTION IN LIBERAL ARTS COURSES LEADING TO THE DEGREES OF BA, BS, BBA, MASTER SCIENCE, MBA, AND PHARM D. 18032335 727850 STUDENT SERVICES: TO SUPPORT THE INSTRUCTION FUNCTION. 10733189 1977787 ACADEMIC SUPPORT: TO SUPPORT THE INSTRUCTION FUNCTION. 6424629 3581291 18049408 AUXILIARY ENTERPRISES: TO SUPPORT THE INSTRUCTION FUNCTION. 6424629 3581291 18049408 122137250 1 1 0 1 0 0 0 1 0 1 1 0 0 0 1 0 0 1 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 1 1 0 0 0 1 0 0 0 0 1 414 0 1 1787 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 32 30 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X MR HEZEKIAH SIMMONS 5853858000 3690 EAST AVENUE ROCHESTER NY 14618 GERARD J ROONEY PHD PRESIDENT 35.00 X X 488133 0 131293 THOMAS G BOWLES CHAIR 1.00 X X 0 0 0 PHILIP H YAWMAN VICE CHAIR 1.00 X X 0 0 0 RONALD D BILLITIER BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 MARTIN K BIRMINGHAM BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 DANIEL J BOYCE ESQ BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 DANIEL J BURNS BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 WILLIAM G CLARK BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 CATHERINE D'AMICO BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 JOHN A DEPETERS BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 M KEVIN DUGAN BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 MICHAEL HAEFNER BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 DONALD E JEFFRIES BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 JILL KNITTEL BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 ANTHONY G LEE BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 JANICE C LOSS BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 ELIZABETH MULLIN-DIPROSA BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 DIANA L NOLE BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 MICHAEL A O'CONOR BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 REBECCA PELINO BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 WILLIAM J PELLICANO BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 JACQUELINE D PETERSON BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 MARK S PETERSON BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 MARY V PIEHLER BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 RONALD A PLUTA BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 WANDA POLISSENI BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 MATTHEW ROWE BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 VICTOR E SALERNO BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 FERDINAND J SMITH BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 REV GEORGE SMITH CSB BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 MICHAEL F STAPLETON BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 RANDALL M WHITE BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 CHRISTOPHER BIEHN VP FOR INSTITUTIONAL ADVANCEMENT 35.00 X 273098 0 38706 JOSE PERALES VP ENROLLMENT MANAGEMENT 35.00 X 238860 0 38633 KEVIN RAILEY PROVOST 35.00 X 275017 0 65133 HEZEKIAH SIMMONS INTERIM VP FOR FINANCE & CFO 35.00 X 27692 0 0 LINDA STEINKIRCHNER VP FOR FINANCE & CFO UNTIL 11/22 35.00 X 257155 0 31903 MATHA THORNTON VP FOR STUDENT AFFAIRS AND DEAN OF STUDENTS 35.00 X 187603 0 17606 CHRISTINE BIRNIE DEAN, SCHOOL OF PHARMACY 35.00 X 256216 0 23567 ANN MARIE FALLON DEAN, SCHOOL OF A&S 35.00 X 182846 0 27960 PATRICIA GATLIN DEAN, WEGMANS SCHOOL OF NURSING 35.00 X 194314 0 35694 DR JOELLEN MAPLES DEAN, RALPH C. WILSON SCHOOL OF EDUCATION 35.00 X 154776 0 18779 CAROL WITTMEYER INTERIM DEAN, SCHOOL OF BU 35.00 X 213881 0 30848 J JASON BERMAN PROFESSOR 35.00 X 168936 0 23827 TODD CAMENISCH PROFESSOR & CHAIR 35.00 X 167837 0 25114 DAVID MCCAFFREY ASST DEAN OF STUDENT AFFAIRS 35.00 X 174212 0 43099 ANNA RATKA ASSOC DEAN OF ACADEMIC AFFAIRS 35.00 X 164152 0 20325 KARL WILLIAMS VICE CHAIR & PROFESSOR 35.00 X 163869 0 66754 3588597 0 639241 120 0 1 0 LECHASE CONSTRUCTION SERVICES LLC 205 INDIGO CREEK DR ROCHESTER NY 14626 CONSTRUCTION 2402913 JAY MARKETING & COMMUNICATIONS LLC 170 LINDEN OAKS ROCHESTER NY 14625 MARKETING 803465 HAMILTON STERN CONSTRUCTION LLP 3850 MONROE AVE PITTSFORD NY 14534 CONSTRUCTION 660082 NIXON PEABODY LLP 1300 CLINTON SQUARE ROCHESTER NY 14604 ATTORNEYS 577547 ELLUCIAN COMPANY LP 2003 EDMUND HALLEY DRIVE RESTON VA 20191 BANNER ERP INTEGRATION 312540 5 40255 11141002 12568866 519560 23750123 TUITION & FEES 611600 130789185 130789185 FACILITIES RENTAL 532000 299868 100000 199868 RESEARCH AND CONTRACT REVENUE 611600 151948 151948 AUXILIARY REVENUE 611600 120827 120827 6313 5610 703 131368141 4001681 4001681 12581815 12576721 5094 5094 5094 122935 40255 49665 73270 73270 MISCELLANEOUS REVENUE 532000 1825839 1825839 PARKING PERMITS/TICKETS 611600 227797 227797 OTHER REVENUE 900099 92128 73046 19082 2145764 161344073 133188642 124692 4280616 48970857 48970857 3056216 1743020 755540 557656 46232827 38326836 6550673 1355318 2743341 2111137 549806 82398 7421455 5675457 1501423 244575 3500126 2669397 707892 122837 726331 19453 706878 75300 75300 303370 303370 2450409 1557179 850940 42290 1031311 16733 1010478 4100 2756264 1791054 902543 62667 2771938 851445 1772196 148297 2274517 1174441 1080742 19334 1697174 1519640 101045 76489 367464 339546 20978 6940 1367273 1031950 335323 9983008 5368510 4614498 872614 183 872431 FOOD SERVICE 6854258 6424629 429629 SPECIAL PROGRAMS & OTHE 2487997 1139284 1173015 175698 REPAIRS & MAINTENANCE 1516295 800770 715525 MISCELLANEOUS 828991 567364 219026 42601 70265 38365 31900 150359601 122137250 25281151 2941200 2048883 1852333 35598320 33298992 5961287 9351823 3204291 3371827 1639346 497184 1298063 1130764 318106878 167013680 150214109 151093198 132348863 128817158 5598348 5627407 337911510 335040686 19393744 17487896 5679677 6364458 35160152 32797729 3478165 3039773 63711738 59689856 X 213272945 218283176 60926827 57067654 274199772 275350830 337911510 335040686 10984472 -9833414 0 X 0 1 X 1 1 1 X 6608941 16183703 10152039 16705927 23750123 73400733 6608941 16183703 10152039 16705927 23750123 73400733 15248428 58152305 2514471 3161628 3369119 2954887 4001681 16001786 2493047 3290361 2183279 1807441 2145764 11919892 101322411 0.57390 0.57340 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 3099 0 0 3099 0 PART II-B, LINE 1: COLLEGE PERSONNEL UTILIZED TIME AND RESOURCES TO ADVOCATE FOR CERTAIN STATE LEGISLATIVE ACTIONS/BUDGETS AND BILLS THAT WOULD AFFECT NEW YORK STATE AID AND GRANTS THAT ARE CURRENTLY RECEIVED. X X 0 134556262 8354514 -5952209 1461300 2948498 132548768 97879974 10004789 30760546 1231531 2857516 134556262 94839826 5687868 1163589 1266531 2544778 97879974 93780033 4325051 293476 1245247 2313487 94839826 83814334 4195863 8786622 1098515 1918271 93780033 0.64450 0.20620 0.14930 0 0 5161963 5161963 210199055 87550497 122648558 17675306 8055923 9619383 73546298 62058374 11487924 11524256 9348886 2175370 151093198 US GOVERNMENT GRANTS REFUNDABLE 1535363 LIABILITY FOR CONDITIONAL ASSET RETIREMENT OBLIGATION 1504410 3039773 PART III, LINE 1A: 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: ITEMS IN THE COLLEGE'S ART COLLECTION ARE HELD FOR PUBLIC EXHIBITION, EDUCATION, OR RESEARCH IN FURTHERANCE OF PUBLIC SERVICE. 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. 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 COLLEGE PUBLISHES THEIR NONDISCRIMINATION POLICY ON THEIR WEBSITE. SCHEDULE E, PART I, LINE 6 THE COLLEGE RECEIVES FEDERAL AND STATE AID TO BE USED AS SCHOLARSHIPS AND FELLOWSHIPS FOR STUDENTS WHO MEET ELIGIBILITY QUALIFICATIONS. SCHOLARSHIP GOLF TOURNAMENT 163190 40255 122935 44614 5051 0 163190 40255 122935 44614 5051 49665 73270 1 SCHOLARSHIPS AND GRANTS 2793 38921745 FMV TUITION WAIVERS 627 2193674 FMV ROOM GRANTS 518 1771935 FMV TUITION EXCHANGE 31 595152 FMV RESIDENT ASSISTANT 51 575928 FMV MAINTENANCE 68 1331132 FMV HEERF STUDENT GRANTS 1534 3581291 FMV PART I, LINE 2: A LIST OF SCHOLARSHIP AND FELLOWSHIP RECIPIENTS IS ON FILE AT ST. JOHN COLLEGE AND IS AVAILABLE UPON REQUEST. THE COLLEGE RUNS AN ACADEMIC PROGRESS REPORT EVERY YEAR TO DETERMINE EACH STUDENT'S AID ELIGIBILITY. ALTHOUGH THERE MAY BE RECIPIENTS WHO ARE RELATED TO PERSONS HAVING INTEREST IN THE INSTITUTION, SUCH RECIPIENTS ARE SELECTED ON AN EQUAL, OBJECTIVELY DETERMINABLE BASIS WITH OTHER RECIPIENTS. THAT IS, 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 0 1 0 0 0 0 0 0 0 GERARD J ROONEY PHD PRESIDENT 478666 0 0 0 9467 0 37698 0 93595 0 619426 0 0 0 CHRISTOPHER BIEHN VP FOR INSTITUTIONAL ADVANCEMENT 268942 0 0 0 4156 0 18680 0 20026 0 311804 0 0 0 JOSE PERALES VP ENROLLMENT MANAGEMENT 232672 0 0 0 6188 0 18597 0 20036 0 277493 0 0 0 KEVIN RAILEY PROVOST 275017 0 0 0 0 0 21184 0 43949 0 340150 0 0 0 LINDA STEINKIRCHNER VP FOR FINANCE & CFO UNTIL 11/22 257155 0 0 0 0 0 18306 0 13597 0 289058 0 0 0 MATHA THORNTON VP FOR STUDENT AFFAIRS AND DEAN OF S 187603 0 0 0 0 0 14577 0 3029 0 205209 0 0 0 CHRISTINE BIRNIE DEAN, SCHOOL OF PHARMACY 256216 0 0 0 0 0 19924 0 3643 0 279783 0 0 0 ANN MARIE FALLON DEAN, SCHOOL OF A&S 182846 0 0 0 0 0 15162 0 12798 0 210806 0 0 0 PATRICIA GATLIN DEAN, WEGMANS SCHOOL OF NURSING 194314 0 0 0 0 0 16050 0 19644 0 230008 0 0 0 DR JOELLEN MAPLES DEAN, RALPH C. WILSON SCHOOL OF EDUC 154776 0 0 0 0 0 12590 0 6189 0 173555 0 0 0 CAROL WITTMEYER INTERIM DEAN, SCHOOL OF BU 204281 0 0 0 9600 0 16837 0 14011 0 244729 0 0 0 J JASON BERMAN PROFESSOR 168936 0 0 0 0 0 11323 0 12504 0 192763 0 0 0 TODD CAMENISCH PROFESSOR & CHAIR 167837 0 0 0 0 0 12703 0 12411 0 192951 0 0 0 DAVID MCCAFFREY ASST DEAN OF STUDENT AFFAIRS 174212 0 0 0 0 0 14142 0 28957 0 217311 0 0 0 ANNA RATKA ASSOC DEAN OF ACADEMIC AFFAIRS 164152 0 0 0 0 0 12831 0 7494 0 184477 0 0 0 KARL WILLIAMS VICE CHAIR & PROFESSOR 163869 0 0 0 0 0 12588 0 54166 0 230623 0 0 0 PART I, LINE 4B DURING 2022, THE COLLEGE CONTRIBUTED $14,498 TO A 457(B) PLAN ON BEHALF OF PRESIDENT GERARD ROONEY. A MONROE COUNTY INDUSTRIAL DEVELOPMENT CORP 510188852 61075TAR9 2011-05-26 13712491 REFUND SERIES 2008 BONDS ISSUED NOV. 25, 2008 AND REISSUED OCT. 16, 2009. 0 0 0 B MONROE COUNTY INDUSTRIAL DEVELOPMENT CORP 510188852 61075TDS4 2012-06-01 26302067 REFUND 1999 SERIES ISSUED 6/29/99 AND REFUND 2001 SERIES ISSUED 6/21/01. 0 0 0 C MONROE COUNTY INDUSTRIAL DEVELOPMENT CORP 510188852 61075TKC1 2014-03-26 17863924 NEW ACADEMIC/ATHLETIC BUILDINGS AND DEFERRED MAINTENENCE ON EXISTING BUILDIN 0 0 0 A 4190000 13712491 1070100 198225 12444166 2011 1 0 1 1 B 16840000 26302067 374193 25927873 2012 1 0 1 1 C 2025000 17872246 262745 17601179 2014 0 0 1 1 A 1 1 1 1 0 0.05800 0.05800 0 0 1 C 1 0 1 1 0 0.00000 0.00000 0 0 1 A 0 0 1 1 0 0 0 0 1 B 0 0 1 1 0 0 0 0 1 C 0 0 0 1 0 0 0 0 1 A 1 B 1 C 1 SCHEDULE K PART II LINE 3 COLUMN C PROCEEDS REPORTED ON LINE 3 INCLUDE INVESTMENT EARNINGS ON THE PROJECT FUND IN THE AMOUNT OF $8,322. SCHEDULE K PART IV LINE 2C, COLUMN C MCIDC, SJFC SERIES 2014: THE CALCULATION FOR COMPUTING NO REBATE DUE WAS PERFORMED ON 3/26/2019 BOARD MEMBER 7500 MERIT BASED SCHOLARSHIPS OFFICERS 39000 TUITION REMISSION FERDINAND J SMITH BOARD OF TRUSTEES MEMBER 903493 ADVERTISING 0 X 13 519560 FAIR MARKET VALUE 0 0 1 0 FORM 990, PART VI, SECTION A, LINE 2 IN CONJUNCTION WITH THE COLLEGE'S ANNUAL CONFLICT OF INTEREST DISCLOSURE THE COLLEGE ASKS THE QUESTION "DO YOU HAVE A BUSINESS RELATIONSHIP WITH OTHER TRUSTEES ON THE BOARD?" FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS EXTENSIVELY REVIEWED BY THE AUDIT COMMITTEE AND POSTED ONTO THE INTRANET FOR BOARD OF TRUSTEE REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE AUDIT 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 HUMAN RESOURCES. 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. 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. SJFC PRIME CARE LLC 3690 EAST AVENUE ROCHESTER NY 14618 455594499 TO ADMINISTER GRANTS IN HEALTH-RELATED ACADEMIC PROGRAMS. NY 139435 65 ST JOHN FISHER COLLEGE ST JOHN FISHER REAL ESTATE LLC 3690 EAST AVENUE ROCHESTER NY 14618 160746864 TO ASSUME TITLE AND CERTAIN PROPERTY FROM THE COLLEGE NY 0 0 ST JOHN FISHER COLLEGE