2019-05-15T08:45:07-05:00 2018-06-30 221478099 COHNREZNICK LLP 4 BECKER FARM ROAD ROSELAND NJ 07068 990 2017-07-01 221912028 FELICIAN UNIVERSITY FELI 2015596000 262 SOUTH MAIN STREET LODI NJ 07644 TOM TRUCHAN VP OF FINANCE 2015596094 2019-05-14 1 LORI ROTHE YOKOBOSKY CPA P01273422 9732283500 2019-05-05 209.59.242.22 2019-05-14 15:35:55 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 A999648B7C0F94429496C189B46642AFC33E1A30 2017 2019-02-21 02:37:17Z DR ANNE PRISCO 262 SOUTH MAIN STREET LODI NJ 07644 69534609 0 X WWW.FELICIAN.EDU X 1942 NJ FELICIAN UNIVERSITY IS THE CATHOLIC FRANCISCAN UNIVERSITY OF NEW JERSEY, SPONSORED BY THE CONGREGATION OF THE SISTERS OF ST. FELIX OF CANTALICE, OUR LADY OF HOPE PROVINCE, (THE "CONGREGATION") WITH THE MISSION OF EDUCATING A DIVERSE STUDENT POPULATION WITHIN A LIBERAL ARTS FRAMEWORK. THE UNIVERSITY PROVIDES LEARNING EXPERIENCES THROUGH MULTIPLE MODALITIES, REINFORCED WITH STRONG STUDENT DEVELOPMENT PROGRAMS TO OPTIMIZE STUDENT SUCCESS. 24 24 771 0 0 6559 1590159 1674921 57858508 59207278 1095176 1092627 1041220 1004910 61585063 62979736 19156859 20728828 0 0 23683268 23117165 23375 18866 1355689 17549672 18415452 60413174 62280311 1171889 699425 89734299 90264861 35306204 35049143 54428095 55215718 X FELICIAN UNIVERSITY IS THE CATHOLIC FRANCISCAN UNIVERSITY OF NEW JERSEY, SPONSORED BY THE CONGREGATION OF THE SISTERS OF ST. FELIX OF CANTALICE, OUR LADY OF HOPE PROVINCE, (THE "CONGREGATION") WITH THE MISSION OF EDUCATING A DIVERSE STUDENT POPULATION WITHIN A LIBERAL ARTS FRAMEWORK. THE UNIVERSITY PROVIDES LEARNING EXPERIENCES THROUGH MULTIPLE MODALITIES, REINFORCED WITH STRONG STUDENT DEVELOPMENT PROGRAMS TO OPTIMIZE STUDENT SUCCESS. 0 0 50272780 20728828 60099151 FELICIAN CONTINUES TO ENROLL STUDENTS THROUGHOUT THE TRI-STATE REGION AND WITH THE GROWTH OF ON-LINE EDUCATIONAL PROGRAMS ACROSS THE NATION AND THE WORLD. ACADEMIC PROGRAM DIVERSITY IN AREAS SUCH AS NURSING, EDUCATION, CYBERSECURITY, AND THE 5 YEAR MBA PROGRAM AS WELL AS THE ADDITION OF DOCTORAL PROGRAMS ARE ATTRACTING AN INCREASINGLY DIVERSIFIED STUDENT POPULATION. THE UNIVERSITY ENROLLED 4,978 STUDENTS IN THE 2017-18 ACADEMIC YEAR. REFURBISHED RESIDENCE HALLS, STATE OF THE ART SCIENCE LABORATORIES AND THE MODIFICATIONS TO THE STUDENT CENTER ON THE RUTHERFORD CAMPUS HAVE EXPANDED STUDENT LIFE ACTIVITIES WHICH HAVE RESULTED IN A STRONG INCREASE IN CAMPUS COMMUNITY AND RETENTION. 50272780 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 1 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 2520 0 1 771 1 1 1 0 0 0 0 1 1 0 0 0 0 X 24 24 0 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X TOM TRUCHAN 2015596094 262 SOUTH MAIN ST LODI NJ 07644 ANTHONY LEE OUTGOING TRUSTEE 1.00 X 0 0 0 BETH LENKE TRUSTEE 1.00 X 0 0 0 CHARLENE BROWN TRUSTEE 1.00 X 0 0 0 CHRISTOPHER SWENSON TRUSTEE 1.00 X 0 0 0 CURT MELTZER TRUSTEE 1.00 X 0 0 0 DR ANNE PRISCO PRESIDENT 45.00 X X 346392 0 56030 GAIL B GORDON ESQ TRUSTEE 1.00 X 0 0 0 GARY WALSH ESQ TRUSTEE 1.00 X 0 0 0 JAMES D'AGOSTINO JR TRUSTEE 1.00 X 0 0 0 JANET SHARMA OUTGOING TRUSTEE 1.00 X 0 0 0 JOHN MAZUR TRUSTEE 1.00 X 0 0 0 KATHY J DODSWORTH-RUGANI PHD TRUSTEE 1.00 X 0 0 0 LEEANN CARLSON TRUSTEE 1.00 X 0 0 0 MIRIAM BURKE TRUSTEE 1.00 X 0 0 0 MONIQUE EDWARDS JD TRUSTEE 1.00 X 0 0 0 REGINA T COYLE OUTGOING TRUSTEE 1.00 X 0 0 0 RICHARD ARTMAN PHD TRUSTEE 1.00 X 0 0 0 RONALD SCHORNSTEIN OUTGOING TRUSTEE 1.00 X 0 0 0 SAM DELGADO TRUSTEE 1.00 X 0 0 0 SCOTT THOMASS TRUSTEE 1.00 X 0 0 0 SISTER MARY AQUINAS SZOTT CHAIRPERSON 1.00 X X 0 0 0 SISTER MARY BRIDGET BECKER TRUSTEE 1.00 X 0 0 0 SISTER MARY CHARLES WIENCKOSKI TRUSTEE 1.00 X 0 0 0 SISTER MARY FELICIA BRODOWSKI TRUSTEE 1.00 X 0 0 0 STEPHEN LOIACONO TRUSTEE 1.00 X 0 0 0 TERRY SCHWEIZER TRUSTEE 1.00 X 0 0 0 THOMAS BELLAVIA MD TRUSTEE 1.00 X 0 0 0 HEIDI SZYMANSKI OUTGOING CFO 45.00 X 112278 0 3145 SISTER MARY JUANITA ARNISTER VP MISSION, SECRETARY 45.00 X 0 0 0 SISTER MARY ROSITA BRENNAN PROVOST 45.00 X 0 0 0 THOMAS TRUCHAN VP OF FINANCE 45.00 X 134174 0 16808 EDWARD OGLE VP OF ACADEMIC AFFAIRS 45.00 X 166828 0 31622 FRANCINE ANDREA VP OF ENROLLMENT 45.00 X 184089 0 25294 MICHAEL OMANSKY ASSOCIATE PROFESSOR 1.00 X 143600 0 4272 MURIEL SHORE DEAN OF SCHOOL OF NURSING 45.00 X 151451 0 4642 ROBERT EVANS DEAN OF SCHOOL OF BUSINESS 45.00 X 152192 0 4680 1391004 0 146493 10 0 1 0 ASSET PROTECTION GROUP LLC 116 NORTH BROADWAY SOUTH AMBOY NJ 08879 SECURITY 699344 CARNEGIE COMMUNICATIONS LLC 2 LAN DRIVE - SUITE 100 WESTFORD MA 01886 MARKETING 403710 SANDER MECHANICAL SERVICES 55 COLUMBIA ROAD BRANCHBURG NJ 08876 HVAC 283281 ELLUCIAN COMPANY LP 4375 FAIR LAKES CT FAIRFAX VA 22033 SOFTWARE LICENSE & SUPPORT 276107 COMMUNICAS LLC TAFT & PARTNERS 200 LENOX DR SUITE 200 LAWRENCEVILLE NJ 08648 PUBLIC/COMMUNICATIONS 169289 7 156367 481452 1037102 57425 1674921 TUITION & FEES 611710 54541588 54541588 AUXILARY ENTERPRISE 611710 4665690 4665690 59207278 565298 565298 616615 0 616615 616615 493238 123377 7053427 6526098 527329 527329 527329 18435 156367 28775 -10340 -10340 STUDY ABROAD REVENUE 900099 109716 109716 VARIOUS ADMIN FEES 900099 53588 53588 WELLNESS CENTER INCOME 900099 30885 30885 204446 204446 398635 62979736 60099151 0 1205664 20728828 20728828 507647 412610 75785 19252 18804856 15252408 2839272 713176 402576 350442 36876 15258 1854780 1614586 169898 70296 1547306 1346930 141733 58643 1396216 370922 850357 174937 99198 99198 87490 87490 18866 18866 111176 111176 77920 41424 35498 998 831356 829836 671 849 3739607 2520170 1116043 103394 945506 475212 420141 50153 2724683 2724631 52 434850 401537 25250 8063 97589 70340 22059 5190 572690 572690 206782 206782 3538289 3538289 554731 115052 439679 FOOD SERVICES 2335679 2266182 25544 43953 MISCELLANEOUS 436578 320031 43961 72586 STUDENT HEALTH CARE 207126 207126 MEMBERSHIPS, DUES & SUB 17986 17731 180 75 62280311 50272780 10651842 1355689 388079 660875 5424548 2768166 949662 997724 1816493 2403889 9222950 8451993 11979 11204 866465 780667 94180118 35845858 56840386 58334260 13967352 15619954 246385 236129 89734299 90264861 2650714 2961786 1441093 1815470 745307 701844 30032350 29279217 436740 290826 35306204 35049143 X 43794690 44024448 4112460 4235141 6520945 6956129 54428095 55215718 89734299 90264861 699425 88195 0 X X 0 1 X 1 1 1 X 0 0 0 0 0 0 0 0 1 5222 5222 0 PART II-B, LINE 1: THE UNIVERSITY PAYS DUES TO ICFNJ, A PORTION OF WHICH ARE USED FOR LOBBYING. 12698538 435184 1142613 570067 13706268 11354834 320609 1521377 498282 12698538 11387960 286033 -65895 253265 11354834 5403569 6376967 -152364 240212 11387960 5222645 15195 370786 205057 5403569 0.41960 0.50750 0.07290 1 0 1361945 1361945 71199320 21168903 50030417 17702756 12864646 4838110 3916097 1812309 2103788 58334260 STATE AID PAYABLE 205495 VEHICLE LOAN PAYABLE 85331 290826 X 42367878 88195 -20728828 -20640633 63008511 -28775 -28775 62979736 41580255 28775 28775 41551480 20728828 20728828 62280308 PART V, LINE 4: ENDOWMENTS ARE USED TO FUTHER THE ORGANIZATIONS EXEMPT PURPOSE. PART X, LINE 2: THE UNIVERSITY HAS NO UNRECOGNIZED TAX BENEFITS AT JUNE 30, 2018 AND 2017. THE UNIVERSITY'S FEDERAL AND STATE TAX FILINGS PRIOR TO FISCAL YEAR 2015 ARE CLOSED AND MANAGEMENT CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS. THE UNIVERSITY RECOGNIZES INTEREST AND PENALTIES ASSOCIATED WITH TAX MATTERS AS OPERATING EXPENSES AND INCLUDES ACCRUED INTEREST AND PENALTIES WITH ACCRUED EXPENSES IN THE STATEMENTS OF FINANCIAL POSITION. THERE WERE NO INTEREST AND PENALTIES PAID FOR THE YEARS ENDED JUNE 30, 2018 AND 2017. PART XI, LINE 2D - OTHER ADJUSTMENTS: SCHOLARSHIP EXPENSE -20,728,828. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE -28,775. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE 28,775. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIP EXPENSE 20,728,828. 1 1 0 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE UNIVERSITY DOES NOT MAKE A DIRECT STATEMENT REGARDING RACIAL DISCRIMINATION. THE UNIVERSITY'S STUDENT HANDBOOK CONTAINS THE FOLLOWING STATEMENT ON PAGE 2: "FELICIAN UNIVERSITY IS COMMITTED TO POLICIES AND PRACTICES THAT WILL ASSURE THAT THERE SHALL BE NO DISCRIMINATION AGAINST ANY PERSON ON THE GROUNDS OF RACE, COLOR, AGE, RELIGION, SEX, MARITAL STATUS, HANDICAP OR NATIONAL ORIGIN, WHICH PROVIDE EQUAL OPPORTUNITY FOR ALL QUALIFIED INDIVIDUALS." THE UNIVERSITY DOES NOT MAKE A DIRECT STATEMENT REGARDING RACIAL NONDISCRIMINATION IN NEWSPRINT. SCHEDULE E, PART I, LINE 6 FELICIAN UNIVERSITY RECEIVES FEDERAL AND STATE AID TO ASSIST OUR STUDENTS. X X X X X X X 1 MCALLISTER & QUINN LLC 1368 N WASHINGTON AVE SCRANTON PA 18509 GRANT WRITER 0 0 18866 -18866 18866 -18866 GOLF OUTING 38937 33252 5685 16721 1174 FOUNDER DAY 135865 123115 12750 649 10231 174802 156367 18435 16721 649 11405 28775 -10340 1 ADMISSIONS SCHOLARSHIPS 1496 17524146 FMV FINANCIAL AID/SCHOLARSHIP ATHLETIC SCHOLARSHIPS 164 1450533 FMV FINANCIAL AID/SCHOLARSHIP NEED BASED GRANTS 3 8600 FMV FINANCIAL AID/SCHOLARSHIP MERIT AWARDS 351 657153 FMV FINANCIAL AID/SCHOLARSHIP RESTRICTED SCHOLARSHIPS 245 404333 FMV FINANCIAL AID/SCHOLARSHIP YELLOW RIBBON AWARDS 13 85762 FMV FINANCIAL AID/SCHOLARSHIP COHORT SCHOLARSHIPS 4 10850 FMV FINANCIAL AID/SCHOLARSHIP FFI GRANTS 73 587451 FMV FINANCIAL AID/SCHOLARSHIP PART I, LINE 2: THE UNIVERSITY HAS WRITTEN POLICIES REGARDING THE AWARDING OF SPECIFIC GRANTS AND SCHOLARSHIP FUNDS. SELECTION CRITERIA AND ELEGIBILITY IS DETERMINED BASED ON THE TYPE, PURPOSE, AND/OR RESTRICTION OF THE AWARD. X X X X 1 0 X X X 0 0 0 0 0 0 0 1 0 DR ANNE PRISCO PRESIDENT 268306 0 65233 0 12853 0 8397 0 47633 0 402422 0 0 0 THOMAS TRUCHAN VP OF FINANCE 134174 0 0 0 0 0 718 0 16090 0 150982 0 0 0 EDWARD OGLE VP OF ACADEMIC AFFAIRS 166828 0 0 0 0 0 5356 0 26266 0 198450 0 0 0 FRANCINE ANDREA VP OF ENROLLMENT 184089 0 0 0 0 0 5732 0 19562 0 209383 0 0 0 MURIEL SHORE DEAN OF SCHOOL OF NURSING 151451 0 0 0 0 0 3953 0 689 0 156093 0 0 0 ROBERT EVANS DEAN OF SCHOOL OF BUSINESS 152192 0 0 0 0 0 4566 0 114 0 156872 0 0 0 PART I, LINE 1A THE PRESIDENT RECEIVES ON-CAMPUS HOUSING WITH A FAIR MARKET VALUE OF $30,000. THIS AMOUNT IS A NON-TAXABLE BENEFIT INCLUDED ON SCHEDULE J PART II COLUMN D. IN ADDITION, THE UNIVERSITY ALSO PAID $5,389 OF UTILITIES FOR THE HOUSE, WHICH WAS ALSO INCLUDED IN PART II COLUMN D. PART I, LINE 7 AMOUNT INCLUDED ON PART II, B(II), REPRESENTS BONUS THAT WAS APPROVED BY THE BOARD. AMOUNT IS INCLUDED IN THE INDIVIDUAL'S W-2. A NEW JERSEY EDUCATIONAL FACILITIES AUTHORITY 221829511 2014-05-01 1000000 CAPITAL IMPROVEMENT BONDS 0 0 0 B NEW JERSEY EDUCATIONAL FACILITIES AUTHORITY 221829511 2016-12-01 250000 CAPITAL IMPROVEMENT BONDS 0 0 0 A 49164 465517 534483 465517 534483 2015 0 0 0 0 B 10759 250000 250000 0 0 0 0 A 0 0 0 0 0 0 1 B 0 0 0 0 0 0 1 A 0 0 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 0 0 A 1 B 1 X 2 57425 FMV 0 0 0 FORM 990, PART VI, SECTION A, LINE 7A THE UNIVERSITY'S BOARD OF TRUSTEES IS COMPRISED OF 24 TRUSTEES OF WHICH 4 ARE REPRESENTATIVES OF THE CONGREGATION OF THE SISTERS OF ST. FELIX OF CANTALICE, OUR LADY OF HOPE PROVINCE, (THE "CONGREGATION"). RESERVE POWERS TO OVERRIDE BOARD DECISIONS RESIDES WITH THE CORPORATION'S SOLE MEMBER, FELICIAN SERVICES, INC. FORM 990, PART VI, SECTION A, LINE 7B THE UNIVERSITY'S BOARD OF TRUSTEES IS COMPRISED OF 24 TRUSTEES OF WHICH 4 ARE REPRESENTATIVES OF THE CONGREGATION OF THE SISTERS OF ST. FELIX OF CANTALICE, OUR LADY OF HOPE PROVINCE, (THE "CONGREGATION"). RESERVE POWERS TO OVERRIDE BOARD DECISIONS RESIDES WITH THE CORPORATION'S SOLE MEMBER, FELICIAN SERVICES, INC. FORM 990, PART VI, SECTION B, LINE 11B THE UNIVERSITY PROVIDES A COMPLETED FORM 990 TO ALL TRUSTEES WITH A SUFFICIENT AMOUNT OF TIME TO REVIEW PRIOR TO SUBMISSION TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C EACH TRUSTEE ANNUALLY SIGNS A STATEMENT WHICH AFFIRMS THAT SUCH PERSON HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, READ AND UNDERSTANDS THE POLICY AND HAS AGREED TO COMPLY WITH THE POLICY. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR TOP MANAGEMENT IS DETERMINED BY COMPENSATION COMMITTEE BASED ON SALARY SURVEYS. COMPENSATION FOR OTHER OFFICERS AND KEY EMPLOYEES IS DETERMINED BASED UPON SURVEYS AND RECOMMENDATIONS OF THE UNIVERSITY'S CEO AND TOP MANAGEMENT. FORM 990, PART VI, SECTION C, LINE 19 THE UNIVERSITY MAINTAINS A PROCEDURE WHERE ANY PERSON REQUESTING INFORMATION ON THE UNIVERSITY'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, OR FINANCIAL STATEMENTS WILL BE REFERRED TO THE OFFICE OF THE VICE PRESIDENT FOR ADMINISTRATION, ENROLLMENT AND PLANNING. THE VICE PRESIDENT FOR ADMINISTRATION, ENROLLMENT AND PLANNING WILL DOCUMENT THE REQUEST AND WITHIN A REASONABLE AMOUNT OF TIME, MAKE COPIES AVAILABLE TO THE REQUESTOR IF APPROPRIATE. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A COMMITTEE RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT AS WELL AS SELECTION OF THE INDEPENDENT ACCOUNTANT. FELICIAN SERVICES INC 3800 W PETERSON CHICAGO IL 60659 363685438 SOLE CORPORATE MEMBER IL 501(C)(3) LINE 1 THE CONGREGATION OF THE SISTERS OF ST FELIX OF CANTALICE OUR LADY OF HOPE 0 0 0 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 SCHEDULE R, PART II: THE REPORTING ORGANIZATION AND ITS RELATED ORGANIZATION ARE SPONSORED BY THE SISTERS OF ST. FELIX OF CANTALICE, OUR LADY OF HOPE PROVINCE, A RELIGIOUS INSTITUTE OF THE ROMAN CATHOLIC CHURCH.