2020-01-30T12:42:13-06:00 2019-06-30 161375790 DEJOY KNAUF & BLOOD LLP 280 EAST BROAD STREET SUITE 300 ROCHESTER NY 14604 990 2018-07-01 160743904 AQUINAS INSTITUTE OF ROCHESTER AQUI 5852542020 1127 DEWEY AVENUE ROCHESTER NY 14613 MICHAEL DALEY PRESIDENT 5852542020 2020-01-16 1 TIMOTHY P THANEY CPA P01231250 5855461840 2020-01-16 104.153.30.98 2020-01-16 15:28:11 ES P 4CB431E8F6625E13B204499A327EAE90C83C52D7 BCF2978A3DB4772D341FB3F8BBFE7B9B1E6E8182 2018 2020-09-23 17:36:50Z MICHAEL DALEY 1127 DEWEY AVENUE ROCHESTER NY 146131398 9012775 0 X WWW.AQUINASINSTITUTE.COM X 1902 NY THE AQUINAS INSTITUTE OF ROCHESTER IS A CATHOLIC, PRIVATE, COLLEGE PREPARATORY, CO-EDUCATIONAL SCHOOL EDUCATING IN THE TRADITION OF THE BASILIAN FATHERS. THE MISSION OF THE SCHOOL IS TO TEACH ALL STUDENTS GOODNESS, DISCIPLINE, AND KNOWLEDGE, SUPPORTED THROUGH GOSPEL VALUES, WITHIN A COMPREHENSIVE CURRICULAR AND CO-CURRICULAR PROGRAM THAT WILL PREPARE THE STUDENTS (GRADES 6 THROUGH 12) TO BE RESPONSIBLE AND CARING CITIZENS. 17 14 255 15 0 0 1036042 3143667 7344991 5604183 0 0 388350 205194 8769383 8953044 597123 56966 0 0 6584649 6408329 0 0 290493 3420341 3845151 10602113 10310446 -1832730 -1357402 9571556 9184508 3626861 4601370 5944695 4583138 X THE AQUINAS INSTITUTE OF ROCHESTER IS A CATHOLIC, PRIVATE, COLLEGE PREPARATORY, CO-EDUCATIONAL SCHOOL EDUCATING IN THE TRADITION OF THE BASILIAN FATHERS. THE MISSION OF THE SCHOOL IS TO TEACH ALL STUDENTS GOODNESS, DISCIPLINE, AND KNOWLEDGE, SUPPORTED THROUGH GOSPEL VALUES, WITHIN A COMPREHENSIVE CURRICULAR AND CO-CURRICULAR PROGRAM THAT WILL PREPARE THE STUDENTS TO BE RESPONSIBLE AND CARING CITIZENS. 0 0 8984195 56966 5673513 THE RESOURCES AND FACILITIES AT THE AQUINAS INSTITUTE OFFER STUDENTS STATE-OF-THE-ART EDUCATION IN A TRADITIONAL AND HISTORICAL SETTING. WITH OVER $20 MILLION IN FACILITY IMPROVEMENTS SINCE 2003, INCLUDING THE LATEST IN COMPUTER TECHNOLOGY, A NEW FINE ARTS CENTER AND A NEW ATHLETIC COMPLEX, THE CAMPUS AT AQUINAS HAS BEEN MODERNIZED TO ENHANCE OUR STUDENTS EXPERIENCE. AQUINAS STUDENTS ARE OFFERED NUMEROUS OPPORTUNITIES TO GROW EDUCATIONALLY, SOCIALLY AND SPIRITUALLY TO PREPARE THEM FOR COLLEGE AND BEYOND.DURING THE YEAR ENDED JUNE 30, 2019, THE AQUINAS INSTITUTE PROVIDED EDUCATION TO APPROXIMATELY 720 STUDENTS IN BOTH THE SENIOR AND JUNIOR HIGH SCHOOLS. FINANCIAL AID OF OVER $597,000 WAS AWARDED TO APPROXIMATELY 540 STUDENTS AND 145 STUDENTS GRADUATED FROM THE HIGH SCHOOL. 8984195 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 1 1 0 0 0 0 0 1 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 255 1 0 0 0 0 0 0 0 0 0 0 0 0 X 17 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X AMBRE YOUNGS 5852542020 1127 DEWEY AVENUE ROCHESTER NY 146131398 MICHAEL DALEY PRESIDENT 30.00 10.00 X X 146891 0 16689 THOMAS CRILLY CHAIR 2.00 X X 0 0 0 THEODORE MANCINI PRINCIPAL/DIRECTOR 40.00 X 107931 0 13538 JAMES BRENNAN VICE CHAIR 2.00 X X 0 0 0 NICHOLAS DOBBERTIN TREASURER 2.00 0.00 X X 0 0 0 PAUL HANEY DIRECTOR 1.00 X 0 0 0 PAUL ROLAND DIRECTOR 1.00 1.00 X 0 0 0 THERESA CONROY ROSS DIRECTOR 1.00 X 0 0 0 PAUL ENGLISH CSB DIRECTOR 1.00 X 0 0 0 JACQUELINE THOMAS DIRECTOR 1.00 X 0 0 0 RAYMOND SHEA DIRECTOR 1.00 X 0 0 0 ROBERT PORRETTI DIRECTOR 1.00 1.00 X 0 0 0 SR MONICA WEIS DIRECTOR 1.00 X 0 0 0 SR MARY ANN MAYER DIRECTOR 1.00 X 0 0 0 JAY WEGMAN DIRECTOR 1.00 X 0 0 0 CHUCK ZEITVOGEL DIRECTOR 1.00 X 0 0 0 FR JOHN HUBER DIRECTOR 1.00 X 0 0 0 MARIO FALLONE DIRECTOR 1.00 X 0 0 0 AMBRE YOUNGS FINANCE DIRECTOR 38.00 2.00 X 71344 0 9161 326166 0 39388 2 0 1 0 0 1761700 469012 912955 3143667 TUITION AND FEES 611600 5095155 5095155 CAFETERIA/CONCESSIONS 611600 455336 455336 BOOKSTORE 611600 53692 53692 5604183 75060 20386 54674 54674 120535 39345 81190 81190 69330 69330 69330 8953044 5673513 0 135864 56966 56966 194143 141276 52867 4999774 4653845 200255 145674 201972 180828 13362 7782 615613 551168 40727 23718 396827 355328 26240 15259 48860 48860 29137 29137 668191 581292 79187 7712 72911 52090 3391 17430 6978 6978 197856 187963 9893 24646 939 23707 144145 144145 1622099 1540994 81105 61635 58553 3082 PROGRAM - ACTIVITIES 405369 405369 OTHER 210117 157254 76375 -23512 STAFF TUITION REMISSION 167860 167860 ATHLETICS 150011 150011 35336 15480 19856 10310446 8984195 1035758 290493 102735 88978 109579 119054 30366 33474 139023 100958 31512305 22711201 9156619 8801104 33234 40940 9571556 9184508 432696 323472 214555 185351 1632755 1852964 1346855 2239583 3626861 4601370 X 5944695 4583138 5944695 4583138 9571556 9184508 X -1357402 -4155 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 19360224 865723 1333121 1693585 66218 19799265 18051808 1005510 1567919 1191000 74013 19360224 15340061 1948845 1986103 1157000 66201 18051808 14565281 1686371 20843 865799 66635 15340061 14804839 329554 582897 970084 112000 69925 14565281 0.76000 0.24000 1 1 1 307387 307387 29708014 21854309 7853705 1496904 856892 640012 0 8801104 DUE TO FOUNDATION 18512 AGENCY ACCOUNTS HELD 221071 LINE OF CREDIT - PAYABLE AQUINAS FOUNDATION 400000 NOTE PAYABLE TO AQUINAS FOUNDATION 1600000 2239583 9012775 59731 59731 8953044 0 8953044 10370177 59731 59731 10310446 0 10310446 PART V, LINE 4: ENDOWMENT FUNDS ARE HELD BY THE AQUINAS INSTITUTE FOUNDATION TO SUPPORT THE EDUCATIONAL MISSION OF THE AQUINAS INSTITUTE THROUGH FINANCIAL AID, SCHOLARSHIPS, CAPITAL IMPROVEMENTS AND OTHER ACTIVITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: RAFFLE AND GOLF TOURNAMENT EXPENSES 59,731. PART XII, LINE 2D - OTHER ADJUSTMENTS: RAFFLE AND GOLF TOURNAMENT EXPENSES 59,731. PART XI, LINE 8 TRABSFER FROM THE AQUINAS INSTITUTE OF ROCHESTER SCHOLARSHIP FOUNDATION PART XII, LINE 2D RAFFLE AND GOLF TOURNAMENT EXPENSES PART XIII, LINE 2D RAFFLE AND GOLF TOURNAMENT EXPENSES 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 SCHOOL ADVERTISES ITS NONDISCRIMINATION POLICY TWICE A YEAR IN LOCAL NEWSPAPERS. SCHEDULE E, PART I, LINE 6 SCHOOL RECEIVES REIMBURSEMENT FROM NYS FOR MANDATED SERVICES PROVIDED AND RECEIVED A NYSERDA GRANT FOR $113,000. GOLF TOURNAMENT 75060 75060 20386 75060 75060 20386 20386 54674 120535 39345 0 120535 39345 39345 81190 NY 1 0 0 0 1.00000 AMBRE YOUNGS 1127 DEWEY AVENUE ROCHESTER NY 14613 0 NA 0 1 TUITION SCHOLARSHIPS AND FINANCIAL AID TO STUDENTS 537 56966 TUITION ASSISTANCE FINANCIAL AID TO STUDENTS BASED ON INDIVIDUAL NEED APPROVED BY MANAGEMENT AND FINANCIAL AID COMMITTEE PART I, LINE 2: FINANCIAL AID IS PROVIDED BASED ON FINANCIAL NEEDS AS DOCUMENTED BY THE STUDENT FAMILIES AND REVIEWED AND AWARDED BY MANAGEMENT OF THE SCHOOL BASED ON INDIVIDUAL NEED. X X 0 0 0 0 0 0 0 0 0 MICHAEL DALEY PRESIDENT 146891 0 0 0 0 0 7493 0 9196 0 163580 0 0 0 PART I, LINE 3 THE BOARD'S EXECUTIVE COMMITTEE REVIEWS AND APPROVES COMPENSATION FOR THE PRESIDENT USING COMPARABLE DATA. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 IS PROVIDED TO AND REVIEWED BY THE FINANCE COMMITTEE OF THE BOARD OF TRUSTEES AND MADE AVAILABLE TO THE BOARD PRIOR TO THE FILING OF THE FORM. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST STATEMENTS ARE REVIEWED ANNUALLY BY THE SECRETARY OF THE BOARD. ANY KNOWN CONFLICTS ARE ADDRESSED, AS REQUIRED. FORM 990, PART VI, SECTION C, LINE 19 THE FORM 990 IS AVAILABLE AT THE WEBSITE OF GUIDESTAR.ORG. OTHER DOCUMENTATION IS AVAILABLE UPON REQUEST TO THE ADMINISTRATIVE OFFICES. FORM 990, PART XI, LINE 9: TRANSFER FROM THE AQUINAS INSTITUTE FOUNDATION, INC. -4,155. THE AQUINAS INSTITUTE FOUNDATION INC 1127 DEWEY AVENUE ROCHESTER NY 14613 161587879 FUNDRAISING NY 501(C)(3) YES N/A 0 0 0 1 0 1 0 0 0 0 0 0 1 0 1 1 1 0 0 1 THE AQUINAS INSTITUTE FOUNDATION INC C 1761700 CASH THE AQUINAS INSTITUTE FOUNDATION INC S 4155 CASH VALUE OF LIFE INSURANCE THE AQUINAS INSTITUTE FOUNDATION INC E 2000000 CASH THE AQUINAS INSTITUTE FOUNDATION INC L 268827 CASH