2022-04-11T08:37:55-05:00 2021-05-31 160765486 LUMSDEN & MCCORMICK LLP 369 FRANKLIN STREET BUFFALO NY 14202 990 2020-06-01 160743989 D'YOUVILLE COLLEGE DYOU 7168297636 320 PORTER AVENUE BUFFALO NY 14201 KAREN COSTA CHIEF FINANCIAL OFFICER 7168297636 2022-04-07 1 KAREN COSTA 999009999 DONNA M GONSER CPA P01448922 7168563300 2022-04-07 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z DR LORRIE CLEMO 320 PORTER AVENUE BUFFALO NY 14201 99141949 0 X WWW.DYC.EDU X 1908 NY D'YOUVILLE COLLEGE IS A PRIVATE COLLEGE IN BUFFALO, NEW YORK OFFERING UNDERGRADUATE, GRADUATE, DOCTORAL AND CONTINUING EDUCATION PROGRAMS PRIMARILY IN HEALTH SCIENCES, LIBERAL ARTS AND BUSINESS. THE COLLEGE TEACHES ITS STUDENTS TO CONTRIBUTE TO THE WORLD COMMUNITY BY BECOMING LEADERS IN THEIR ACADEMIC FIELDS OF STUDY. 21 20 1152 22 0 0 6849094 15592888 75080542 73290523 2950832 6466138 1908770 481212 86789238 95830761 18873299 20586367 0 0 39536491 35070372 0 0 1003985 24322204 26994907 82731994 82651646 4057244 13179115 209691731 249347073 65074829 78864537 144616902 170482536 X D'YOUVILLE IS AN INDEPENDENT INSTITUTION OF HIGHER EDUCATION THAT OFFERS BACCALAUREATE AND GRADUATE PROGRAMS TO STUDENTS OF ALL FAITHS, CULTURES, AND BACKGROUNDS. D'YOUVILLE HONORS ITS CATHOLIC HERITAGE AND THE SPIRIT OF ST. MARGUERITE D'YOUVILLE BY PROVIDING ACADEMIC, SOCIAL, SPIRITUAL, AND PROFESSIONAL DEVELOPMENT IN PROGRAMS THAT EMPHASIZE LEADERSHIP AND SERVICE. D'YOUVILLE TEACHES STUDENTS TO CONTRIBUTE TO THE WORLD COMMUNITY BY LEADING COMPASSIONATE, PRODUCTIVE, AND RESPONSIBLE LIVES. 0 0 73286630 20586367 73225058 D'YOUVILLE COLLEGE IS A PRIVATE COLLEGE IN BUFFALO, NEW YORK OFFERING UNDERGRADUATE, GRADUATE, DOCTORAL AND CONTINUING EDUCATION PROGRAMS PRIMARILY IN HEALTH SCIENCES, LIBERAL ARTS AND BUSINESS. THE COLLEGE TEACHES ITS STUDENTS TO CONTRIBUTE TO THE WORLD COMMUNITY BY BECOMING LEADERS IN THEIR ACADEMIC FIELDS OF STUDY. THE COLLEGE IS PRIMARILY FUNDED BY THE TUITION AND FEES CHARGED FOR PROGRAMS OFFERED FOR APPROXIMATELY 3,000 STUDENTS. 73286630 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 0 0 0 1 1 1 0 1 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 1 144 0 1 1152 1 0 0 0 0 0 0 0 0 0 0 0 0 X 21 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 1 0 X X KAREN COSTA CHIEF FINANCIAL OFFICER 7168297891 320 PORTER AVENUE BUFFALO NY 14201 DR LORRIE CLEMO PRESIDENT 40.00 X X 314716 0 20015 JAMEL PERKINS CHAIRPERSON 1.38 X X 0 0 0 JOSEPH COZZO VICE-CHAIRPERSON 1.38 X X 0 0 0 DOLORES PREZYNA SECRETARY 1.38 X X 0 0 0 JOHN AMERSHADIAN BOARD MEMBER 0.30 X 0 0 0 ROBERT BENNETT BOARD MEMBER 0.30 X 0 0 0 MEGAN FARRELL BOARD MEMBER 0.30 X 0 0 0 GRETCHEN FIERLE BOARD MEMBER 0.30 X 0 0 0 VINCENT O HANLEY BOARD MEMBER 0.30 X 0 0 0 MARY HOFFMAN BOARD MEMBER 0.30 X 0 0 0 SISTER JULIA LANIGAN BOARD MEMBER 0.30 X 0 0 0 SISTER MARY MCCARRICK OSF BOARD MEMBER 0.30 X 0 0 0 DALE MCKIM BOARD MEMBER 0.30 X 0 0 0 COLIN MCMAHON BOARD MEMBER 0.30 X 0 0 0 STEPHEN MERCURIO BOARD MEMBER 0.30 X 0 0 0 CARL J MONTANTE BOARD MEMBER 0.30 X 0 0 0 TODD J POTTER BOARD MEMBER 0.30 X 0 0 0 GARY QUENNEVILLE BOARD MEMBER 0.30 X 0 0 0 BLAIR SEVERN BOARD MEMBER 0.30 X 0 0 0 CJ URLAUB BOARD MEMBER 0.30 X 0 0 0 MONSIGNOR ROBERT ZAPFEL BOARD MEMBER 0.30 X 0 0 0 TIM KORN CFO THRU MARCH 2021 40.00 X 140837 0 26187 MIMI STEADMAN VP ACADEMIC AFFAIRS (THRU 12/20) 40.00 X 188061 0 33831 CANIO MARASCO DEAN OF SCHOOL OF PHARMACY 40.00 X 156187 0 32679 JOGGESHWAR DAS VP INSTITUTIONAL EFFECT PL 40.00 X 152577 0 31531 ROBERT LEOPOLD ASSOC DEAN PHARM PRACTICE 40.00 X 156679 0 17791 CHRISTINE VERNI DEAN OF SCHOOL OF NURSING 40.00 X 143482 0 9679 1252539 0 171713 55 0 1 0 BOND SCHOENECK & KING PO BOX 11607 SYRACUSE NY 13218 LEGAL SERVICES 393966 BOTTOM LINE ADVISORS LLC 50 FOUNTAIN PLAZA 1400 BUFFALO NY 14202 CONSULTING 109960 MCALLISTER & QUINN LLC 1030 15TH STREET NW WASHINGTON DC 20005 CONSULTING 101891 3 6283393 9309495 15592888 TUITION & FEES 900099 71038439 71038439 ROOM & BOARD, NET 900099 2186619 2186619 BOOK SALES 900099 65465 65465 73290523 6027000 6027000 468996 0 468996 468996 468996 3750326 3311188 439138 439138 439138 12216 12216 12216 95830761 73225058 0 7012815 19240469 19240469 1345898 1345898 462708 462708 22359663 20764097 835132 760434 1109868 1038205 47197 24466 9395665 7985357 1249864 160444 1742468 1588453 118452 35563 6613052 6263690 344724 4638 693454 693454 1111408 830958 262909 17541 1698191 474423 1223768 973974 817835 156139 220610 212284 7427 899 1006110 840091 166019 4116069 3589484 526585 938216 735032 203184 EQUIPMENT 3086232 2719769 366463 STUDENT ACTIVITIES 1152898 695000 457898 GROUND AND REFURBISHING 521911 516841 5070 4862782 2935290 1927492 82651646 73286630 8361031 1003985 425 425 18217193 25932732 10074439 20937784 5891349 6826579 16463791 17031104 740734 715459 144720688 48545010 94229160 96175678 63860563 81247127 39077 480185 175000 0 209691731 249347073 6540728 9199103 6663807 6392408 22154534 35452256 24122574 21431778 5593186 6388992 65074829 78864537 X 111804562 123419393 32812340 47063143 144616902 170482536 209691731 249347073 13179115 12686519 0 X X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 25100 X 0 50084479 183084 16153486 126254 66294795 49592297 190086 429013 126917 50084479 51350321 175532 -1850189 83367 49592297 43308584 4011957 4924392 822583 51350321 38408796 902941 4820514 823667 43308584 0.50060 0.24040 0.25900 0 0 9086753 9086753 104575561 24449828 80125733 21899251 18163617 3735634 9159123 5931565 3227558 96175678 GOVERNMENT GRANTS REFUNDABLE 3196809 REFUNDABLE ADVANCES 3192183 6388992 88887788 12686519 12686519 76201269 44295 19585197 19629492 95830761 63022154 0 63022154 44295 19585197 19629492 82651646 PART III, LINE 4: THE COLLEGE OWNS ARTWORK WHICH IT DISPLAYS IN ITS LIBRARY TO FOSTER A CULTURAL AND DIVERSE EDUCATIONAL ENVIRONMENT. PART V, LINE 4: ENDOWED FUND EARNINGS ARE USED ACCORDING TO DONOR RESTRICTIONS WHICH SUPPORT THE COLLEGE MISSION OF PROVIDING HIGHER EDUCATION TO STUDENTS. MOST QUASI-ENDOWED FUND EARNINGS ARE USED TO SUPPORT ANNUAL OPERATIONS. MOST OF THE PERPETUAL ENDOWMENT EARNINGS ARE USED FOR SCHOLARSHIPS TO STUDENTS. PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIP ALLOWANCE 19,585,197. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIP ALLOWANCE 19,585,197. SCHEDULE D, PART XI, LINE 4B SCHOLARSHIP ALLOWANCE AND INVESTMENT MANAGEMENT FEES ARE NET AGAINST REVENUES IN THE AUDITED FINANCIAL STATEMENTS. IN THIS FORM 990 RETURN THEY ARE REPORTED AS EXPENDITURES. SCHEDULE D, PART XII, LINE 4B SCHOLARSHIP ALLOWANCE AND INVESTMENT MANAGEMENT FEES ARE NET AGAINST REVENUES IN THE AUDITED FINANCIAL STATEMENTS. IN THIS FORM 990 RETURN THEY ARE REPORTED AS EXPENDITURES. 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 POLICY IS PUBLISHED IN PRINTED PAMPHLETS, CATALOGUES, BROCHURES, AND NEWSPAPER ADVERTISEMENTS. THE POLICY IS ALSO VISIBLE ON THE COLLEGE'S WEBSITE. SCHEDULE E, PART I, LINE 6 THE COLLEGE RECEIVES FINANCIAL ASSISTANCE FROM FEDERAL, NEW YORK STATE, ERIE COUNTY, AND THE CITY OF BUFFALO GOVERNMENTAL AGENCIES. ALL GOVERNMENT FUNDING IS USED FOR THE INSTITUTION'S EXEMPT PURPOSE. 1 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 0 1 PROGRAM SERVICES TEACHING AND RELATIONSHIP DEVELOPMENT WITH UNIVERSITIES 49050 0 1 0 0 0 1 49050 0 49050 INSTITUTIONALLY FUNDED TUITION WAIVER NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 206 823640 OFFSET STUDENT TUITION BILL FMV INSTITUTIONALLY FUNDED TUITION SCHOLARSHIPS NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 60 327851 OFFSET STUDENT TUITION BILL FMV INSTITUTIONALLY FUNDED TUITION WAIVER EUROPE (INCLUDING ICELAND & GREENLAND) 1 18522 OFFSET STUDENT TUITION BILL FMV INSTIUTIONALLY FUNDED TUITION WAIVER EAST ASIA AND THE PACIFIC 7 163885 OFFSET STUDENT TUITION BILL FMV INSTITUTIONALLY FUNDED TUITION SCHOLARSHIP EAST ASIA AND THE PACIFIC 3 12000 OFFSET STUDENT TUITION BILL FMV 0 0 0 0 0 0 PART I, LINE 2: CONSISTENT WITH THE COLLEGE'S STUDENT FINANCIAL PROCESS, INTERNATIONAL STUDENTS APPLY FOR THE VARIOUS AID TYPES. ANY AID AWARDED IS ON THE BASIS OF ACADEMIC ACHIEVEMENT, FINANCIAL NEED, AND OTHER SIMILAR STANDARDS. AID IS DISBURSED TO ELIGIBLE STUDENTS AS A PAYMENT ON THEIR STUDENT BILL. PART I, LINE 3: BASED ON ACTUAL PAYROLL AND COSTS REIMBURSED. PART III ACCOUNTING METHOD: 1 FEDERALLY FUNDED TUITION GRANTS 94 208895 NEW YORK STATE FUNDED TUITION GRANTS 95 1442771 INSTITUTIONALLY FUNDED TUITION WAIVERS 673 3276679 INSTITUTIONALLY FUNDED TUITION SCHOLARSHIPS 1404 11821840 INSTITUTIONALLY FUNDED TUITION GRANTS 485 1489114 HEERF EMERGENCY GRANTS TO STUDENTS 2053 1001170 PART I, LINE 2: STUDENTS RECEIVING SCHOLARSHIPS, GRANTS, OR OTHER ASSISTANCE, ARE EVALUATED ON THE BASIS OF ACADEMIC ACHIEVEMENT, FINANCIAL NEED, AND OTHER SIMILAR STANDARDS. X 1 0 X X X X 0 0 0 0 0 0 0 0 0 DR LORRIE CLEMO PRESIDENT 314716 0 0 0 0 0 20015 0 0 0 334731 0 0 0 MIMI STEADMAN VP ACADEMIC AFFAIRS (THRU 12/20) 188061 0 0 0 0 0 13678 0 20153 0 221892 0 0 0 CANIO MARASCO DEAN OF SCHOOL OF PHARMACY 156187 0 0 0 0 0 12526 0 20153 0 188866 0 0 0 JOGGESHWAR DAS VP INSTITUTIONAL EFFECT PL 152577 0 0 0 0 0 11378 0 20153 0 184108 0 0 0 ROBERT LEOPOLD ASSOC DEAN PHARM PRACTICE 156679 0 0 0 0 0 10663 0 7128 0 174470 0 0 0 TIM KORN CFO THRU MARCH 2021 140837 0 0 0 0 0 7622 0 18565 0 167024 0 0 0 CHRISTINE VERNI DEAN OF SCHOOL OF NURSING 143482 0 0 0 0 0 9679 0 0 0 153161 0 0 0 PART I, LINE 1A A REPRESENTATIVE FROM THE GREY NUNS WAS PROVIDED A RESIDENCE BY THE COLLEGE. A BUFFALO AND ERIE COUNTY INDUSTRIAL LAND DEVELOPMENT CORPORATION 222413596 11943KDZ2 2020-09-23 34370000 REFUNDING CERTAIN OUTSTANDING DEBT 0 0 0 A 35452256 4143041 31677915 837805 2021 1 0 1 1 A 0 0 0 0 1 0 1 A 0 0 1 0 0 0 0 0 1 A 1 PART II LINE 3 TOTAL PROCEEDS IS HIGHER THAN THE ISSUE PRICE OF THE DEBT AS A RESULT OF A PREMIUM. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCIAL MANAGEMENT TEAM OF THE COLLEGE PREPARES THE DATA FOR INPUT INTO THE 990. THEY REVIEW THE RETURN AFTER IT IS PREPARED BY THEIR INDEPENDENT AUDITORS. THEN IT IS FORWARDED TO THE AUDIT COMMITTEE OF THE COLLEGE WHO REVIEWS AND APPROVES THE FORM 990 BEFORE IT IS FILED. A COPY OF THE FORM IS GIVEN ELECTRONICALLY TO ALL BOARD MEMBERS AND THEN APPROVED AT A SUBSEQUENT BOARD MEETING. MEMBERS ARE GIVEN AN ADEQUATE AMOUNT OF TIME TO REVIEW THE RETURN. ANY QUESTIONS OR CONCERNS ARE ADDRESSED PRIOR TO THE FILING OF THE RETURN WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE COLLEGE HAS A WRITTEN CONFLICT OF INTEREST POLICY COVERING ALL EMPLOYEES AND TRUSTEES. THE POLICY IS COMMUNICATED ANNUALLY TO ALL EMPLOYEES AND TRUSTEES. FORM 990, PART VI, SECTION B, LINE 15 DETERMINING COMPENSATION FOR TOP MANAGEMENT OFFICIALS, OFFICERS, AND KEY EMPLOYEES INCLUDE A REVIEW AND APPROVAL BY INDEPENDENT OFFICERS AND DIRECTORS, COMPARABILITY DATA, AND CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION. FORM 990, PART VI, SECTION C, LINE 19 THE COLLEGE MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND THE FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. THE BYLAWS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE IN THE PRESIDENT'S OFFICE AND/OR BUSINESS OFFICE OF THE COLLEGE. PART XII LINE 2C THE PROCESS HAS NOT CHANGED IN THE CURRENT YEAR. DYC HUB LLC 320 PORTER AVENUE BUFFALO NY 14201 844003676 MANAGING MEMBER OF 301 CONNECTICUT LLC NY D'YOUVILLE COLLEGE 301 CONNECTICUT LLC 320 PORTER AVENUE BUFFALO NY 14201 842677509 CONSTRUCT AND OPERATE HUB NY N/A N/A 0 0 VITAL SERVICES LLC 320 PORTER AVENUE BUFFALO NY 14201 854203602 OPERATE RETAIL PHARMACY NY EXCLUDED -39358 623209 0 1 0.51000 301 CONNECTICUT HOLDINGS INC 320 PORTER AVENUE BUFFALO NY 14201 842686531 INVEST IN HUB PROJECT NY D'YOUVILLE COLLEGE C 1.00000 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 301 CONNECTICUT LLC Q 277023 ACTUAL COSTS VITAL SERVICES LLC B 441108 ACTUAL CAPITAL CONTRIBUTION