2021-05-14T08:07:36-05:00 2020-06-30 251408703 SCHNEIDER DOWNS & CO INC ONE PPG PLACE SUITE 1700 PITTSBURGH PA 15222 990 2019-07-01 250965557 SETON HILL UNIVERSITY SETO 7248342200 ONE SETON HILL DRIVE GREENSBURG PA 15601 MARY C FINGER ED D PRESIDENT 7248342200 2021-04-07 1 SUSAN M KIRSCH P00341397 4122613644 2019 2022-09-23 18:48:47Z MARY C FINGER ED D ONE SETON HILL DRIVE GREENSBURG PA 15601 100081820 0 X WWW.SETONHILL.EDU X 1885 PA COMPREHENSIVE INSTITUTION OF HIGHER LEARNING PROVIDING UNDERGRADUATE & GRADUATE STUDENT EDUCATION 35 33 1326 48 0 0 5037831 4716724 81515102 81000747 4594688 1601698 -26653 34965 91120968 87354134 33181929 34632453 0 0 27526518 29035934 0 0 1432119 24093619 23412567 84802066 87080954 6318902 273180 167856331 170751667 46518667 51148815 121337664 119602852 X COMPREHENSIVE INSTITUTION OF HIGHER LEARNING PROVIDING UNDERGRADUATE AND GRADUATE STUDENT EDUCATION. 0 0 83627058 34632453 81000747 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 48 INTERNATIONAL STUDENTS. APPROXIMATELY 20% OF THE FRESHMAN CLASS OF THE 2019-20 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 146 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, 2020 THE UNIVERSITY AWARDED IN EXCESS OF $34,000,000 IN AID TO ITS STUDENTS. THE UNIVERSITY IS AN ACTIVE PARTICIPANT IN THE TRADE ADJUSTMENT ACT. DURING THE FISCAL YEAR ENDING JUNE 30, 2020 THERE WERE 5 ADULT STUDENTS WHO WERE ENROLLED AT SETON HILL UNDER THIS PROGRAM FOR DISPLACED WORKERS. THE UNIVERSITY ALSO SERVED 35 VETERANS UNDER THE CHAPTER 33 POST 911 GI BILL. 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 17 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.WHEN THE COVID-19 PANDEMIC HIT IN MARCH 2020, SETON HILL UNIVERSITY QUICKLY MOVED TO REMOTE LEARNING AND WORK OPERATIONS TO PROTECT THE HEALTH AND SAFETY OF THE CAMPUS COMMUNITY. AS AN APPLE DISTINGUISHED SCHOOL, SETON HILL WAS WELL EQUIPPED FOR THE MOVE TO REMOTE LEARNING NECESSITATED BY THE PANDEMIC AND HAD PREVIOUSLY OUTFITTED STUDENTS, FACULTY AND STAFF WITH MACBOOKS AND OTHER TOOLS AND TRAINING FOR THE MOBILE ENVIRONMENT. IN ADDITION TO VIRTUAL CLASSROOMS AND LABORATORIES, SETON HILL PROVIDED STUDENTS WITH VIRTUAL ACADEMIC SUPPORT AND COUNSELING SERVICES AND REMOTE STUDENT ENGAGEMENT OPPORTUNITIES. WHILE THESE OFFERINGS WERE RIGOROUS, IT BECAME APPARENT THAT SETON HILL STUDENTS WANTED TO BE BACK ON CAMPUS LEARNING IN FACE-TO-FACE FORMATS. SETON HILL DEVELOPED A ROBUST RETURN TO CAMPUS HEALTH AND SAFETY PLAN THAT PRIORITIZED THE HEALTH AND SAFETY OF THE ENTIRE CAMPUS COMMUNITY AND FOLLOWS THE GUIDANCE AND GUIDELINES OF THE CENTERS FOR DISEASE CONTROL AND PREVENTION AND THE PENNSYLVANIA DEPARTMENTS OF HEALTH AND EDUCATION. SETON HILL RETURNED TO FACE-TO-FACE INSTRUCTION IN THE FALL 2020 SEMESTER AND CONTINUES TO OFFER IN-PERSON INSTRUCTION WHILE ENGAGING IN MANDATORY MASK WEARING, PHYSICAL DISTANCING THROUGHOUT CAMPUS, INCREASED SANITIZATION EFFORTS, QUARANTINE AND ISOLATION OF STUDENTS, FACULTY AND STAFF INFECTED WITH COVID-19, AND A COMPREHENSIVE COVID-19 TESTING PROGRAM, WHICH INCLUDES UNIVERSAL TESTING OF THE CAMPUS COMMUNITY PRIOR TO EACH SEMESTER AS WELL AS TESTING OF SYMPTOMATIC INDIVIDUALS AND CLOSE CONTACTS OF POSITIVE COMMUNITY MEMBERS AND SURVEILLANCE TESTING OF ASYMPTOMATIC INDIVIDUALS. 83627058 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 1 0 0 0 1 0 0 0 0 1 1 1 0 0 1 4188 0 1 1326 1 0 0 0 0 0 0 0 0 0 0 0 0 X 35 33 0 0 1 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X JENNIFER LUNDY 7248384326 ONE SETON HILL DRIVE GREENSBURG PA 15601 X MARY C FINGER ED D PRESIDENT 55.00 0.10 X X 474136 0 178619 DANIEL J RINCHUSE PROG. DIR. & PROF. ORTHODONTICS 55.00 0.00 X 244848 0 27817 IMOGENE CATHEY GENERAL COUNSEL 55.00 0.00 X 201450 0 39987 JENNIFER LUNDY VP FOR FINANCE, CFO 55.00 0.10 X 182081 0 46113 DANIEL DIBAGNO ASST PROF ORTHODONTICS/DIR CLINICAL 55.00 0.00 X 191912 0 32867 BRETT FRESHOUR VP FOR ENROLLMENT MANAGEMENT 55.00 0.00 X 170570 0 52905 ALAN GIBBS ASST. PROF. ORTHODONTICS 55.00 0.00 X 184526 0 33448 MOLLY SHIMKO VP FOR INSTITUTIONAL ADVANCEMENT 55.00 0.00 X 182916 0 34301 ROSALIE CARPENTER VP FOR STUDENT AFFAIRS 55.00 0.00 X 156262 0 46334 CAROL BILLMAN ASSISTANT SECRETARY 40.00 0.10 X 85736 0 7958 KAREN FARMER WHITE CHAIR 9.10 0.00 X X 0 0 0 REBECCA C SNYDER CHAIR ELECT 4.60 0.10 X X 0 0 0 CATHERINE MEINERT SC VICE CHAIR 7.70 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 0.00 X 0 0 0 ELIZABETH BOYLE MCDONALD TRUSTEE (ENTER 10/2019) 1.20 0.00 X 0 0 0 TODD D BRICE TRUSTEE 1.20 0.00 X 0 0 0 LAWRENCE BUSCH TRUSTEE 0.40 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 LYN MARIE DWYER SC TRUSTEE 1.20 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 COLETTE HANLON SC TRUSTEE 0.90 0.10 X 0 0 0 GRACE HARTZOG SC TRUSTEE 0.60 0.00 X 0 0 0 H PHIPPS HOFFSTOT III TRUSTEE 1.00 0.00 X 0 0 0 SUSAN JENNY SC TRUSTEE 1.60 0.00 X 0 0 0 MARY NORBERT LONG SC TRUSTEE 1.60 0.00 X 0 0 0 BISHOP EDWARD MALESIC HONORARY CHAIR/EX-OFFICIO 0.00 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 DANIEL J WUKICH TRUSTEE 2.40 0.00 X 0 0 0 JESSICA YBANEZ-MORANO MD TRUSTEE 1.20 0.00 X 0 0 0 2074437 0 500349 16 0 1 0 PJ DICK INCORPORATED 225 NORTH SHORE DRIVE PITTSBURGH PA 15212 CONSTRUCTION 7657443 ARAMARK INC PO BOX 978839 DALLAS TX 75397 FOOD & CUSTODIAL SERVICES 4858472 MLAKER TRANSPORTATION 1976 VALLEY VIEW DRIVE DAVIDSON PA 15928 TRANSPORTATION SERVICE 291055 DANMAR CONTRACTING INC 6412 OLD WILLIAM PENN HIGHWAY DELMONT PA 15626 CONSTRUCTION 253951 FIRST STUDENT INC 24179 NETWORK PLACE CHICAGO IL 60673 TRANSPORTATION SERVICE 243813 13 275 2441121 2275328 527248 4716724 TUITION & FEES 611710 67193952 67193952 ROOM & BOARD 611710 9277258 9277258 OTHER AUXILIARY 722320 2311080 2311080 STUDENT ACTIVITIES/OTHER PROGRAMS 611710 1413062 1413062 ORTHODONTIC PROGRAM 900099 805395 805395 81000747 843429 843429 13424629 12666360 758269 758269 758269 67017 275 32466 34551 34551 29274 28860 414 414 87354134 81000747 0 1636663 30000 30000 34602453 34602453 1357570 655814 547555 154201 20431208 18922979 735297 772932 1244276 1118264 66405 59607 4497018 4201914 154821 140283 1505862 1368546 72019 65297 56094 56094 103322 103322 36000 36000 196406 196406 2818575 2673229 84459 60887 818705 792004 26701 6067394 5950746 18565 98083 1412071 1412071 1506673 1506673 1216960 1131522 44748 40690 42236 42206 30 725556 725556 6641352 6641352 561924 561924 MEMBERSHIPS/SUBSCRIPT. 495957 462562 16878 16517 STUDENT EVENTS 264300 228141 14240 21919 GIFTS IN KIND 151602 151602 ACCREDITATION 39084 39084 258356 119916 136767 1673 87080954 83627058 2021777 1432119 65409 40350 5829751 3112484 2261030 1372293 4081894 6498403 1288674 1068406 30640 30640 179454 369666 175974370 62443020 109598515 113531350 36027085 40623402 6752950 2423982 1740929 1680691 167856331 170751667 2800332 1157794 4200946 5996522 37906747 35474747 91290 7179415 1519352 1340337 46518667 51148815 X 83264991 83150005 38072673 36452847 121337664 119602852 167856331 170751667 273180 -2007992 0 X X 0 1 X 1 1 1 X 5907474 4303438 7303944 5037831 4716724 27269411 5907474 4303438 7303944 5037831 4716724 27269411 982957 26286454 647454 670822 788970 716850 843429 3667525 30936936 384794995 0.84970 0.85830 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 36000 36000 36000 36000 87106279 87355639 87142279 87391639 1000000 1000000 250000 250000 0 0 0 0 1000000 1000000 1000000 1000000 4000000 6000000 24709 36000 36000 36000 132709 250000 250000 250000 250000 1000000 1500000 X X X X 0 41847043 2107549 -595469 1213329 42145794 40405908 2429308 2046608 1055700 1979081 41847043 37824970 2246799 2414461 2080322 40405908 33148081 2262383 4068768 1654262 37824970 33888211 601033 -861619 479544 33148081 0.22890 0.00000 0.77110 0 0 3332117 3332117 124477825 26401945 98075880 13245482 6464903 6780579 21206277 18220140 2986137 13712669 11356032 2356637 113531350 DEPOSITS HELD FOR OTHERS 115760 STUDENT DEPOSITS 494459 STUDENT LOAN ADVANCES 730118 1340337 X 50581992 -2007992 3384 61325 -1943283 52525275 196406 34632453 34828859 87354134 52316804 3384 61325 64709 52252095 196406 34632453 34828859 87080954 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: IT IS THE GENERAL INTENT OF AND POLICY OF THE UNIVERSITY TO PROMOTE THE INTERNAL GROWTH OF ITS ENDOWMENT ASSETS IN SUCH A MANNER SO THAT THE POTENTIAL INCOME THAT CAN BE GENERATED FROM THE INCREASED SIZE OF THIS PORTFOLIO WILL REPRESENT A SIGNIFICANT CONTRIBUTION TO THE UNIVERSITY'S FISCAL WELL-BEING. THIS INTERNAL PORTFOLIO GROWTH WILL BE REINFORCED WHENEVER POSSIBLE BY THE APPROPRIATE REINVESTMENT OF INCOME AND CAPITAL GAINS. WITHIN THIS GENERAL INTENT, THE UNIVERSITY HAS ADOPTED A TOTAL RETURN POLICY FOR THE ENDOWMENT ASSETS AND IS, THEREFORE, ELECTING TO ADOPT THE TOTAL RETURN POLICY UNDER ACT 141 AS IT IS INCORPORATED IN TITLE 15 AND 5548 OF THE PENNSYLVANIA CONSOLIDATED STATUTES ANNOTATED. IT HAS BEEN THE GENERAL POLICY OF THE UNIVERSITY UNDER ACT 141 TO TREAT A RANGE OF 2% TO 7% OF THE FAIR MARKET VALUE OF THE ENDOWMENT ASSETS AS INCOME EACH YEAR. THE UNIVERSITY USED A SPENDING RATE OF 7% AND 5% FOR THE YEARS ENDED JUNE 30, 2020 AND 2019, RESPECTIVELY. IN NO WAY IS THIS GENERAL POLICY MEANT TO UNDULY DEPLETE PORTFOLIO ASSETS OR TO IMPAIR THE PRESERVATION OF THE PURCHASING POWER OF THE INVESTED FUNDS. IN ORDER TO PROTECT AGAINST SUCH ASSET DEPLETION, IT SHALL BE THE RESPONSIBILITY OF THE BOARD TO ANNUALLY REVIEW AND ADJUST THIS POLICY TO FIT CURRENT BUDGETARY CONDITIONS, ACTUAL RETURNS OF THE PORTFOLIO, AND THE NEEDS OF THE UNIVERSITY. CURRENTLY, THE UNIVERSITY WILL NOT DRAW DOWN ON AN ENDOWMENT FUND, IF THE DRAW WILL CAUSE THE MARKET VALUE OF THE FUND TO DROP BELOW THE CORPUS VALUE. 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 FASB CODIFICATION, 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 2017. PART XI, LINE 2D - OTHER ADJUSTMENTS: RECLASS OF FUNDRAISING/GAMING EXPENSES 61,325. PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS AND GRANTS 34,632,453. PART XII, LINE 2D - OTHER ADJUSTMENTS: RECLASS OF FUNDRAISING/GAMING EXPENSES 61,325. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS AND GRANTS 34,632,453. 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. EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 PROGRAM SERVICES STUDENTS TRAVELING ABROAD AS PART OF THEIR COURSE WORK 42788 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTMENTS N/A 2139660 0 0 0 0 0 0 2182448 0 2182448 1 0 1 1 1 0 PART III ACCOUNTING METHOD: STUDENT ORG FUNDRAISERS 67292 275 67017 3025 94 16104 13243 67292 275 67017 3025 94 16104 13243 32466 34551 5700 1775 775 1000 41 1 1.00000 23574 1797 68 20456 2948 1 1.00000 29274 3572 843 21456 2989 28860 414 PA 1 0 1 0 1.00000 0.00000 SETON HILL UNIVERSITY ACCOUNTING DEPARTMENT ONE SETON HILL DRIVE GREENSBURG PA 15601 0 JENNIFER LUNDY 0 SUPERVISES OPERATION. JENNIFER LUNDY'S SERVICES ARE DONATED. X 0 1 CITY OF GREENSBURG 416 SOUTH MAIN ST GREENSBURG PA 15601 256058560 GOVERNMENT 30000 N/A N/A GENERAL SUPPORT 1 0 SCHOLARSHIPS AND UNIVERSITY GRANTS 1977 34602453 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 X 1 1 X X X X X 0 0 0 0 0 0 0 1 0 MARY C FINGER ED D PRESIDENT 369201 0 72162 0 32773 0 114735 0 63884 0 652755 0 77877 0 DANIEL J RINCHUSE PROG. DIR. & PROF. ORTHODONTICS 244848 0 0 0 0 0 19715 0 8102 0 272665 0 0 0 IMOGENE CATHEY GENERAL COUNSEL 184173 0 17277 0 0 0 31479 0 8508 0 241437 0 20573 0 JENNIFER LUNDY VP FOR FINANCE, CFO 166469 0 15612 0 0 0 28688 0 17425 0 228194 0 19004 0 DANIEL DIBAGNO ASST PROF ORTHODONTICS/DIR CLINICAL 191912 0 0 0 0 0 11768 0 21099 0 224779 0 0 0 BRETT FRESHOUR VP FOR ENROLLMENT MANAGEMENT 155372 0 15198 0 0 0 28183 0 24722 0 223475 0 17534 0 ALAN GIBBS ASST. PROF. ORTHODONTICS 184526 0 0 0 0 0 9498 0 23950 0 217974 0 0 0 MOLLY SHIMKO VP FOR INSTITUTIONAL ADVANCEMENT 166650 0 16266 0 0 0 34176 0 125 0 217217 0 19160 0 ROSALIE CARPENTER VP FOR STUDENT AFFAIRS 142580 0 13682 0 0 0 24777 0 21557 0 202596 0 0 0 PART I, LINE 1A THE PRESIDENT'S EMPLOYMENT CONTRACT HAS PROVISIONS FOR A NON-ACCOUNTABLE EXPENSE ACCOUNT AND HOUSING ALLOWANCE. FOR THE CALENDAR YEAR 2019, THE PRESIDENT UTILIZED EMPLOYER PROVIDED HOUSING INSTEAD OF A HOUSING ALLOWANCE. THIS NONTAXABLE BENEFIT 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, 2020 WAS ACCRUED AT YEAR END AND IS REPORTED ON THE 2019 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, 2019 DISCLOSED ON SCHEDULE J, PART II, COLUMN F. A LATROBE INDUSTRIAL DEVELOPMENT AUTHORITY 251763674 2004-04-05 5500000 TO FINANCE NEW DORMITORY, ATHLETIC FIELDS AND PARKING LOT 0 0 1 B LATROBE INDUSTRIAL DEVELOPMENT AUTHORITY 251763674 2005-06-28 8700000 NEW RESIDENCE HALL, & FIELD HOUSE PARKING LOT RESURFACE, BLDG RENOVATIONS 0 0 1 C LATROBE INDUSTRIAL DEVELOPMENT AUTHORITY 251763674 2006-12-19 5000000 TO FINANCE PERFORMING ARTS CENTER 0 0 1 D WESTMORELAND INDUSTRIAL DEVELOPMENT AUTHORITY 251433993 2009-02-06 1200000 TO FINANCE PERFORMING ARTS CENTER 0 0 1 A 3715615 5500000 97494 5402506 2005 0 0 0 1 B 5369273 8700000 86942 8613058 2006 0 0 0 1 C 2625058 5000000 28063 3815000 1156936 2010 0 0 0 1 D 523657 1200000 24000 1176000 2010 0 0 0 1 A 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 C 0 0 0 0 0 0 0 D 0 0 0 0 0 0 0 A 0 0 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 0 0 C 0 0 0 0 0 0 0 0 0 D 0 0 0 0 0 0 0 0 0 A 0 B 0 C 0 D 0 A WESTMORELAND INDUSTRIAL DEVELOPMENT AUTHORITY 251433993 2013-12-19 5500000 TO FINANCE THE INVESTMENT IN THE DANCE & VISUAL ARTS CENTER 0 0 1 B LATROBE INDUSTRIAL DEVELOPMENT AUTHORITY 251433993 2014-06-30 4500000 TO FINANCE THE INVESTMENT IN JOANNE WOODWARD BOYLE HEALTH CENTER 0 0 1 C LATROBE INDUSTRIAL DEVELOPMENT AUTHORITY 251433993 2002-12-30 5340622 TO FINANCE CONSTRUCTION OF THE JOANNE WOODWARD BOYLE HEALTH CENTER 0 0 1 D LATROBE INDUSTRIAL DEVELOPMENT AUTHORITY 251433993 2017-04-20 8587000 TO FINANCE CONSTRUCTION AND RENOVATION OF LOWE DINING HALL 0 0 1 A 950005 5500000 5500000 2013 0 0 0 1 B 690493 4500000 4500000 2014 0 0 0 1 C 4433991 5340622 62139 5278483 2002 0 0 0 1 D 553191 8587000 146467 8440533 2017 0 0 0 1 A 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 C 0 0 0 0 0 0 0 D 0 0 0 0 0 0 0 A 1 0 0 0 0 0 B 1 0 0 0 0 0 C 1 0 0 0 0 0 D 1 0 0 0 0 0 A 0 B 0 C 0 D 0 A LATROBE INDUSTRIAL DEVELOPMENT AUTHORITY 251433993 2018-06-07 9450000 TO FINANCE CONSTRUCTION OF A NEW RESIDENCE HALL ON THE UNIVERSITY'S CAMPUS 0 0 1 A 152769 9450000 123503 9326497 2018 0 0 0 1 A 0 0 0 0 0 0 0 A 1 0 0 0 0 0 A 0 32000 SCHOLARSHIP EDUCATIONAL X 7907 FAIR MARKET VALUE X 2384 375646 FAIR MARKET VALUE X ORTHODONTIC SUPPLIES/EQUIPMENT 5 141060 FAIR MARKET VALUE X FURNITURE 2 1460 FAIR MARKET VALUE X GIFT CARD/BASKET 13 680 FAIR MARKET VALUE X MUSICAL INSTRUMENTS 1 250 FAIR MARKET VALUE X JEWELRY 1 180 FAIR MARKET VALUE X ADMISSION TICKETS 1 50 FAIR MARKET VALUE X PHOTOGRAPHY 1 15 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. FORM 990, PART VI, SECTION A, LINE 1 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 4 BYLAWS AMENDED AND ADOPTED IN OCTOBER 2019 TO REFLECT THE FOLLOWING: -REMOVAL OF THE POWERS OF THE PROVINCIAL COUNCIL OF THE SISTERS OF CHARITY RELATING TO APPROVAL OF PLEDGES, ENCUMBRANCES, MORTGAGE OF ASSETS AND LONG-TERM INDEBTEDNESS IN EXCESS OF $5 MILLION, AND APPROVAL OF THE LEASE, SALE, JOINT VENTURE OR AFFILIATION OF SETON HILL UNIVERSITY -REMOVAL OF THE POWERS OF THE PROVINCIAL COUNCIL OF THE SISTERS OF CHARITY RELATING TO THE DISSOLUTION OF SETON HILL UNIVERSITY AND THE DETERMINATION OF THE DISTRIBUTION OF ASSETS UPON DISSOLUTION -REVISION OF THE POWERS OF THE BOARD OF TRUSTEES TO ALLOW FOR APPROVAL OF THE SALE, JOINT VENTURE, LEGAL PARTNERSHIP OR LIKE RELATIONSHIP THAT WOULD SIGNIFICANTLY ALTER THE IDENTITY OF SETON HILL UNIVERSITY UPON A 2/3 VOTE OF THE SETON HILL UNIVERSITY BOARD OF TRUSTEES -REVISION OF THE POWERS OF THE BOARD OF TRUSTEES TO ALLOW FOR THE DISSOLUTION OF SETON HILL UNIVERSITY, IN ACCORDANCE WITH CIVIL AND CANONICAL LEGAL REQUIREMENTS, AND THE DETERMINATION OF THE DISTRIBUTION OF ASSETS UPON A 2/3 VOTE OF THE SETON HILL UNIVERSITY BOARD OF TRUSTEES 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, SARA CUTTING, MARY COSTELLO, LOUIS CRACO, ROSEMARY DONLEY, S.C., JOHN ECHEMENT, FREDERICK FAVO, GERTRUDE FOLEY, S.C.,BRIGID MARIE GRANDEY, S.C., MARCIA GUMBERG, MAUREEN HALLORAN, S.C., RICHARD HENDRICKS, DONALD HENDERSON, PATRICE HUGHES, S.C., A. RICHARD KACIN, ARTHUR MEEHAN, MARLENE MONDALEK, S.C., DONALD MORITZ, BARBARA NAKLES, MAUREEN O'BRIEN, S.C., MAUREEN SHEEDY O'BRIEN, 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 1827107 ACTUAL SETON HILL PROPERTIES ONE SETON HILL DRIVE GREENSBURG PA 15601 020790268 0 0 0 26214 26214 5243 1311 0 0 0