2019-04-15T08:37:41-05:00 2018-05-31 GRANT THORNTON LLP 2001 MARKET STREET SUITE 700 PHILADELPHIA PA 19103 990 2017-06-01 231352674 Saint Joseph's University % APRIL P LEE SAIN 6106601000 5600 City Avenue Philadelphia PA 19131 DAVID R BEAUPRE VP Finance & Admin. 2019-04-15 true Frank Giardini P00532355 2155614200 209.220.64.52 23695320191055000015 2019-04-15 P 19739530E8FB4F7C1C006380FC5E44D6664E1EFF 435BF8AECAD1483B504E3BFCA9FF337394A871F0 2017 2019-02-21 02:37:17Z Mark C Reed 5600 City Avenue Philadelphia PA 19131 358691326 false X WWW.SJU.EDU X 1851 PA AS PHILADELPHIA'S JESUIT CATHOLIC UNIVERSITY, SAINT JOSEPH'S PROVIDES A RIGOROUS, STUDENT-CENTERED EDUCATION ROOTED IN THE LIBERAL ARTS. (SEE SCHEDULE O) 37 36 3424 36 360086 -178275 14143205 40006138 303963314 297182121 31876609 1872 16112653 16519974 366095781 353710105 100741004 102601341 0 0 107270465 105502661 0 0 6235570 97557571 98099054 305569040 306203056 60526741 47507049 767193600 812522482 285993438 270706522 481200162 541815960 X AS PHILADELPHIAS JESUIT CATHOLIC UNIVERSITY, SAINT JOSEPHS PROVIDES A RIGOROUS, STUDENT-CENTERED EDUCATION ROOTED IN THE LIBERAL ARTS. WE PREPARE STUDENTS FOR PERSONAL EXCELLENCE, PROFESSIONAL SUCCESS, AND ENGAGED CITIZENSHIP. STRIVING TO BE AN INCLUSIVE AND DIVERSE COMMUNITY THAT EDUCATES AND CARES FOR THE WHOLE PERSON, WE ENCOURAGE AND MODEL LIFELONG COMMITMENT TO THINKING CRITICALLY, MAKING ETHICAL DECISIONS, PURSUING SOCIAL JUSTICE, AND FINDING GOD IN ALL THINGS. false false 278287046 102601341 297662840 FOR OVER 160 YEARS, SAINT JOSEPHS UNIVERSITY HAS BEEN ENGAGING MEN AND WOMEN IN A RIGOROUS JESUIT EDUCATION THAT EMPOWERS THEM TO BECOME LEADERS IN THEIR INDUSTRIES AND COMMUNITIES. AN EXPANSIVE LIBERAL ARTS CURRICULUM THAT SERVES AS A FOUNDATION FOR ALL STUDENTS, COMBINED WITH PROGRAMS TAILORED TO MEET THE NEEDS OF COMPLEX AND EVOLVING FIELDS PREPARE STUDENTS FOR ALL OF THEIR POST-GRADUATE PURSUITS. SAINT JOSEPHS STUDENTS ARE INSPIRED TO DEVELOP TO THE FULLEST EVERY FACET OF THEIR INTELLECTUAL POTENTIAL. OUR FACULTY AND ACADEMIC PROGRAMS CONTINUALLY SET HIGHER EDUCATIONAL STANDARDS, RAISING THE CALIBER OF OUR GRADUATES AND GROWING OUR NATIONAL REPUTATION. IN A COMPETITIVE WORLD, THE DETERMINATION TO MAXIMIZE ONES ABILITIES, THE CONFIDENCE TO INNOVATE, AND THE COMMITMENT TO LEAD WITH INTEGRITY SET SJU GRADUATES APART. SAINT JOSEPH UNIVERSITY IS HOME TO 4,860 TRADITIONAL UNDERGRADUATES, 444 COLLEGE OF PROFESSIONAL AND LIBERAL STUDIES AND HAUB DEGREE COMPLETION STUDENTS, AND 3,038 GRADUATE AND DOCTORAL STUDENTS. THE UNIVERSITY STRIVES TO BE RECOGNIZED AS THE PREEMINENT CATHOLIC COMPREHENSIVE UNIVERSITY IN THE NORTHEAST. SAINT JOSEPH'S OFFERS OVER 55 UNDERGRADUATE DAY MAJORS AND 50 MINORS, AND OVER 30 DEGREE COMPLETION AND CERTIFICATE PROGRAMS INCLUDING ONLINE OPTIONS. GRADUATE PROGRAMS INCLUDE OVER 40 AREAS OF STUDY WITH MANY PROGRAMS OFFERING BOTH CAMPUS-BASED AND ONLINE DELIVERY OPTIONS. UNIQUE PROGRAMS INCLUDE STUDY ABROAD, HONORS PROGRAM, COOPERATIVE EDUCATION PROGRAM, SUMMER SCHOLARS, SERVICE-LEARNING, AND FAITH-JUSTICE STUDIES. 278287046 true true false true false false false true false true true true false false true true true true true false true false false false true false false false true true true false false false false false false false false false true true true false false false true true true false false true 238 0 true 3424 true true true false false false false true true false false false false X 37 36 true false false false false false false true true false false true true true true true true true true false PA X APRIL P LEE 6106601329 5600 CITY AVENUE Philadelphia PA 19131 X Edward Moneypenny Chairman 10.0 0.0 X 0 0 0 Robert Bowman Vice Chairman 10.0 0.0 X 0 0 0 Michael Bantom Trustee 5.0 0.0 X 0 0 0 Rev PHILIP BOROUGHS SJ Trustee 5.0 0.0 X 0 0 0 Rev GEORGE BUR SJ Trustee 5.0 0.0 X 0 0 0 EILEEN CARDILE Trustee 5.0 0.0 X 0 0 0 MARK CASALE Trustee 5.0 0.0 X 0 0 0 MATTHEW CLIFTON Trustee 5.0 0.0 X 0 0 0 GERALD CORCORAN Trustee 5.0 0.0 X 0 0 0 MICHAEL CURRAN Trustee 5.0 0.0 X 0 0 0 Rev THOMAS CURRAN SJ Trustee 5.0 0.0 X 0 0 0 GERRIANNE TRINGALI DIPIANO Trustee 5.0 0.0 X 0 0 0 Brian Duperreault Trustee 5.0 0.0 X 0 0 0 DENNIS DURKIN Trustee 5.0 0.0 X 0 0 0 TIMOTHY FALLON Trustee 5.0 0.0 X 0 0 0 Rev JAMES FLEMING SJ Trustee 5.0 0.0 X 0 0 0 DANIEL GALLAGHER Trustee 5.0 0.0 X 0 0 0 JOHN GrIFFIN JR Trustee 5.0 0.0 X 0 0 0 Michael Hagan Trustee 5.0 0.0 X 0 0 0 WILLIAM HARVEY Trustee 5.0 0.0 X 0 0 0 Margaret Hondros Trustee 5.0 0.0 X 0 0 0 Rev ALOYSIUS KELLEY sj Trustee 5.0 0.0 X 0 0 0 JOSEPH KESSLER Trustee 5.0 0.0 X 0 0 0 PETER KOWEY Trustee 5.0 0.0 X 0 0 0 Rev BRENDAN LALLY SJ Trustee 5.0 0.0 X 0 0 0 TIMOTHY MAGUIRE Trustee 5.0 0.0 X 0 0 0 REV BRUCE MORRILL SJ Trustee 5.0 0.0 X 0 0 0 James Norris Trustee 5.0 0.0 X 0 0 0 Sharon O'Brien Trustee 5.0 0.0 X 0 0 0 Maureen O'Connor Trustee 5.0 0.0 X 0 0 0 LORI PERUTO Trustee 5.0 0.0 X 0 0 0 MARY SCULLION RSM Trustee 5.0 0.0 X 0 0 0 Rev JAMES SHEA SJ Trustee 5.0 0.0 X 0 0 0 MICHAEL SWANICK Trustee 5.0 0.0 X 0 0 0 SEAN SWEENEY Trustee 5.0 0.0 X 0 0 0 Rev JOHN SWOPE SJ Trustee 5.0 0.0 X 0 0 0 MARK REED President 40.0 0.0 X X 605931 0 72560 David Beaupre VP for Finance & Admin. 40.0 0.0 X 305912 0 103353 Marianne Schimelfenig General Counsel 40.0 0.0 X 266261 0 35239 CARY ANDERSON VP/Associate Provost 40.0 0.0 X 223400 0 38074 JEANNE BRADY Provost 40.0 0.0 X 303097 0 46131 JOSEPH DIANGELO Dean, Haub School of Business 40.0 0.0 X 399820 0 45799 TIMOTHY MCGURIMAN Assoc. VP, Admin Services 40.0 0.0 X 193162 0 42137 RICHARD WARREN Interim Dean, CAS (8/15/2017) 40.0 0.0 X 162946 0 31879 PHILIP MARTELLI Head Coach, Men's Basketball 40.0 0.0 X 983766 0 46454 CYNTHIA GRIFFIN Head Coach, Women's Basketball 40.0 0.0 X 270636 0 67162 Joseph Kender VP, University Relations 40.0 0.0 X 297283 0 47154 Martin Farrell VP, University Advancement 40.0 0.0 X 293052 0 75615 E K St Pierre Professor 40.0 0.0 X 237524 0 23459 4542790 0 675016 272 false true false ARAMARK 1101 MARKET STREET PHILADELPHIA PA 19107 FOOD SERVICES 10643747 WILEY GLOBAL EDUCATION 1415 WEST 22ND STREET SUITE 400 OAK BROOK IL 60523 ONLINE COURSES 4586261 THE ARTHUR JACKSON COMPANY 7025 WEST CHESTER PIKE UPPER DARBY PA 19082 HOUSEKEEPING 3327870 J J WHITE INCORPORATED 5500 BINGHAM STREET PHILADELPHIA PA 19120 CONSTRUCTION 2971408 MEDIA WORKS 1425 CLARKVIEW ROAD SUITE 500 BALTIMORE MD 21209 MARKETING 1481946 87 1087776 2448743 36469619 1813570 40006138 ACADEMIC SERV - TUITION 611310 257235775 257235775 CAFETERIA & DORMIT 531110 37294834 37200940 93894 ATHLETICS 541800 2651512 2403832 247680 297182121 640569 -275843 916412 0 0 1217004 82949 1134055 0 1134055 1134055 3849921 4488618 -638697 -638697 -638697 192676 1087776 409654 -216978 -216978 0 0 0 0 0 0 STUDENT HEALTH INSURANCE 900099 776259 776259 UNIVERSITY PRESS EXTERNAL INCOME 511190 255805 255805 FITNESS CENTER 713940 84584 46034 38550 14486249 14486249 15602897 353710105 297662840 360086 15681041 0 102601341 102601341 0 0 2863058 1717835 1145223 0 83273031 71614807 8153142 3505082 6591433 5668632 584856 337945 6840309 5882665 495806 461838 5934830 5103954 562737 268139 0 1274101 1095727 178374 271888 271888 219190 219190 0 0 8390501 7215831 631319 543351 2257480 2250726 6754 1221883 1050819 148083 22981 1961132 1686573 264721 9838 0 14294856 12293576 2001280 2399206 2063317 270721 65168 0 2820946 2426014 311103 83829 8769654 7541902 1226904 848 0 17416516 14978204 2438312 2241138 1927379 313759 FOOD 11219539 9648803 1531756 38980 ONLINE COURSE EXPENSES 6180937 6180937 EQUIPMENT RENTAL & MAINT. 2741005 2357264 369281 14460 STUDY ABROAD 2676692 2676692 11742390 9812970 1053063 876357 306203056 278287046 21680440 6235570 0 0 89615824 71293529 7302987 22580471 8828581 8601840 0 0 0 0 4425555 10399147 0 0 4738620 3610922 624327322 220558088 407031077 403769234 134941800 192729594 107014860 96595509 0 0 0 0 3294296 2942236 767193600 812522482 32408040 26393625 0 0 19138458 16218750 231080824 225092165 0 0 0 0 0 0 0 0 3366116 3001982 285993438 270706522 X 359531781 386629129 59488714 72011179 62179667 83175652 481200162 541815960 767193600 812522482 47507049 13108749 X false true X true true true X false false false false false true 219190 false false false 219190 false LOBBYING ACTIVITIES SCHEDULE C, PART II-B, LINE 1 LOBBYING PAYMENTS WERE MADE TO DUANE MORRIS GOVERNMENT STRATEGIES, MCALLISTER & QUINN, DELTA DEVELOPMENT GROUP, AND S. R. WOJDAK & ASSOCIATES. THESE FIRMS HAVE BEEN ENGAGED TO PROVIDE LEGISLATIVE ADVOCACY SERVICES TO THE UNIVERSITY. 395925 1624003 X X X false 234094481 33243435 21365447 8372375 280330988 202181466 17538295 22620820 8246100 234094481 215905363 2679460 -8976207 7640150 201968466 209285519 6281217 7432402 7093775 215905363 193169663 2565618 21666890 8116652 209285519 0.57390 0.25330 0.17280 false false 0 36317967 36317967 0 497831051 164164852 333666199 0 1646567 1595451 51116 0 59734029 41592794 18141235 0 28797708 13204991 15592717 403769234 SHORT TERM/MONEY MARKET 6665645 F HEDGED CAPITAL 54663591 F PRIVATE EQUITY 13813353 F REAL ESTATE 21452920 F 96595509 0 STUDENT AND OTHER DEPOSITS 1828830 REFUNDABLE GOVERNMENT LOAN FUNDS 944066 LEASES PAYABLE 229086 3001982 X 268038174 13108749 492603 13601352 254436822 99273283 99273283 353710105 207422376 492603 492603 206929773 99273283 99273283 306203056 ORGANIZATION'S ART COLLECTIONS SCHEDULE D, PART III, LINE 4: THE UNIVERSITYS ART COLLECTIONS, INCLUDING PAINTINGS AND STATUES, SUPPORT THE UNIVERSITYS MISSION IN TEACHING AND RESEARCH WHILE PROMOTING AN APPRECIATION, UNDERSTANDING, AND ENJOYMENT OF THE VISUAL ARTS FOR THE UNIVERSITY COMMUNITY AND ITS VARIOUS CONSTITUENCIES. INTENDED USES OF THE ORGANIZATION'S ENDOWMENT FUNDS SCHEDULE D, PART V, LINE 4 THE UNIVERSITY'S ENDOWMENT IS USED TO PROVIDE SCHOLARSHIPS, SUPPORT PROGRAMS, FACULTY CHAIRS, TECHNOLOGY AND FOR INDIVIDUAL COLLEGE AND UNIVERSITY SUPPORT. LIABILITY FOR UNCERTAIN TAX POSITION (ASC 740) SCHEDULE D, PART X, LINE 2 THE UNIVERSITY HAS BEEN GRANTED TAX-EXEMPT STATUS AS A NONPROFIT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND, ACCORDINGLY, FILES FEDERAL TAX FORM 990 (RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX) ANNUALLY. NO PROVISION FOR INCOME TAXES IS REQUIRED IN THE UNIVERSITYS CONSOLIDATED FINANCIAL STATEMENTS. THE UNIVERSITY FILES U.S. FEDERAL, STATE AND LOCAL INFORMATION RETURNS AND NO RETURNS ARE CURRENTLY UNDER EXAMINATION. THE STATUTE OF LIMITATIONS ON THE UNIVERSITYS U.S. FEDERAL INFORMATION RETURNS REMAINS OPEN FOR THREE YEARS FOLLOWING THE YEAR THEY ARE FILED. U.S. GAAP REQUIRES THAT A TAX POSITION BE RECOGNIZED OR DERECOGNIZED BASED ON A "MORE LIKELY THAN NOT" THRESHOLD. THIS APPLIES TO POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE UNIVERSITY DOES NOT BELIEVE ITS CONSOLIDATED FINANCIAL STATEMENTS INCLUDE ANY UNCERTAIN TAX POSITIONS. RECONCILIATION OF REVENUE LINE 2D: OTHER FUNDRAISING EXPENSES: 409,654 RENTAL EXPENSES: 82,949 ========= TOTAL: 492,603 LINE 4B: OTHER SCHOLARSHIPS: 99,273,283 ============ TOTAL: 99,273,283 RECONCILIATION OF EXPENSES LINE 2D: OTHER FUNDRAISING EXPENSES: 409,654 RENTAL EXPENSES: 82,949 ========= TOTAL: 492,603 LINE 4B: OTHER SCHOLARSHIPS: 99,273,283 ============ TOTAL: 99,273,283 true true true true true true true false false false false false false false false true false true PUBLICATION OF ITS RACIALLY NONDISCRIMINATORY POLICY SCHEDULE E, PART I, LINE 3 THE NON-DISCRIMINATION POLICY IS PRESENTED IN RECRUITING MATERIALS. RECEIVES ANY FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENTAL AGENCY SCHEDULE E, PART I, LINE 6 SAINT JOSEPH'S UNIVERSITY PARTICIPATED IN THE FOLLOWING PROGRAMS: FEDERAL PELL GRANT, PERKINS STUDENT LOAN PROGRAM, SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANT, COLLEGE WORK STUDY, STAFFORDS STUDENT LOAN PROGRAM, PARENT LOANS FOR UNDERGRADUATE STUDENTS AND DEPARTMENT OF HEALTH AND HUMAN SERVICES, INSTITUTIONAL ASSISTANCE GRANT PROGRAM OF THE PENNSYLVANIA HIGHER EDUCATION ASSISTANCE AGENCY AND PASSPORT PROGRAM. Central America and the Caribbean 0 0 Investments 23664988 0 0 0 0 23664988 23664988 true false true true true false RMI AWARD DIN 608520 529960 78560 4500 87278 900 LDS AWARD DIN 304700 277209 27491 75236 90346 3 367232 280607 86625 1590 126415 23389 1280452 1087776 192676 6090 288929 114635 409654 -216978 true Scholarships 5167 99533982 Graduate Assistance Courses 73 774643 Program Scholarships 309 1118703 Resident Assistant Rooms 83 748857 Resident Assistant Board 82 425156 ORGANIZATIONS PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS IN THE U.S SCHEDULE I, PART I, LINE 2 ANY STYDENT THAT SUBMITS A COMPLETED APPLICATION FOR FULL-TIME UNDERGRADUATE ADMISSION TO SAINT JOSEPHS UNIVERSITY IS AUTOMATICALLY CONSIDERED FOR MERIT-BASED SCHOLARSHIPS, WITH THE EXCEPTION OF A SELECT GROUP OF SCHOLARSHIPS THAT REQUIRE A SEPARATE SCHOLARSHIP APPLICATION. ADDITIONALLY, ANY PROSPECTIVE UNDERGRADUATE STUDENT THAT SUBMITS A FAFSA (FREE APPLICATION FOR FEDERAL STUDENT AID) AND MEETS THE REQUIREMENTS TO RECEIVE FEDERAL AID, IS AUTOMATICALLY CONSIDERED FOR ALL AVAILABLE FORMS OF FEDERAL AND STATE AID, AS WELL AS UNIVERSITY NEED-BASED GRANT AID. MATRICULATING GRADUATE STUDENTS THAT SUBMIT THE FAFSA AND MEET THE REQUIREMENTS TO RECEIVE FEDERAL AID ARE ALSO CONSIDERED FOR AVAILABLE FEDERAL LOANS FOR WHICH THEY QUALIFY. X X X true true X X X false true false false false false false false false MARK REED President 456617 0 69188 0 80126 0 46702 0 25858 0 678491 0 0 0 David Beaupre VP for Finance & Admin. 305912 0 0 0 0 0 27000 0 76353 0 409265 0 0 0 Marianne Schimelfenig General Counsel 266261 0 0 0 0 0 25492 0 9747 0 301500 0 0 0 CARY ANDERSON VP/Associate Provost 223400 0 0 0 0 0 22707 0 15367 0 261474 0 0 0 JEANNE BRADY Provost 303097 0 0 0 0 0 27000 0 19131 0 349228 0 0 0 JOSEPH DIANGELO Dean, Haub School of Business 399820 0 0 0 0 0 27000 0 18799 0 445619 0 0 0 TIMOTHY MCGURIMAN Assoc. VP, Admin Services 193162 0 0 0 0 0 19786 0 22351 0 235299 0 0 0 RICHARD WARREN Interim Dean, CAS (8/15/2017) 156571 0 6375 0 0 0 16571 0 15308 0 194825 0 0 0 PHILIP MARTELLI Head Coach, Men's Basketball 717115 0 252000 0 14651 0 27000 0 19454 0 1030220 0 0 0 CYNTHIA GRIFFIN Head Coach, Women's Basketball 225867 0 34000 0 10769 0 65977 0 1185 0 337798 0 0 0 Joseph Kender VP, University Relations 297283 0 0 0 0 0 27000 0 20154 0 344437 0 0 0 Martin Farrell VP, University Advancement 292272 0 0 0 780 0 27000 0 48615 0 368667 0 0 0 E K St Pierre Professor 236744 0 0 0 780 0 22443 0 1016 0 260983 0 0 0 Schedule J, part I, Line 1 As per Schedule J, Parts I & II, certain employees received housing allowance, travel for companion, club membership, taxed as required, part of their current contractual agreement or job responsibility. SCHEDULE J, PART I, LINE 4B Supplemental Nonqualified Retirement Plan The President received a supplemental nonqualified retirement plan in the amount of $19,702. A 2010 PA Higher Education Facilities Authority 232243852 70917RL94 2010-10-01 162637233 Current refunding of various issue false false false B 2013 PA Higher Education Facilities Authority 232243852 70917SGZO 2013-08-16 27828963 Current refunding of various issue false false false C 2015 PA Higher Education Facilities Authority 232243852 2015-04-30 74390858 Current refunding of various issue false false false D 2016 PA Higher Education Facilities Authority 232243852 2016-07-29 21820000 Acquisition of student housing false false false A 42345000 0 162813933 0 0 0 929551 0 0 42072115 119895000 0 2013 true false true true B 9430000 0 27828963 0 0 0 372929 0 0 5004192 22456029 0 2015 true false true true C 5263152 0 74390858 0 0 0 266661 0 0 0 74124197 0 2015 true false true true D 2119316 0 21820000 0 0 0 133274 0 0 21686726 0 0 2016 false true true A false false false false 0 false false false true B false false false false 0 false false false true C false false false false 0 false false false true D false false false false 0 false false false true A false true false true true false 0 false 0 false true B false false true true false false 0 false 0 false true C false false true false true false 0 false 0 false true D false false true false true false 0 false 0 false true A true B true C true D true SCHEDULE K, PART I, BOND ISSUES: (A) ISSUER NAME: 2010 PA HIGHER EDUCATION FACILITIES AUTHORITY (B) DESCRIPTION OF PURPOSE: CURRENT REFUNDING OF VARIOUS ISSUES, MISC. (A) ISSUER NAME: 2016 PA HIGHER EDUCATION FACILITIES AUTHORITY (B) DESCRIPTION OF PURPOSE: ASSUMPTION OF DEBT FROM REVERSION OF PROPERTY. SCHEDULE K, PART IV, COLUMN A, LINE 2C: THE REBATE COMPUTATION WAS PERFORMED ON 2/27/2013. JAMES NORRIS Trustee 5362575 RETIREMENT PLAN AMINISTRATION false DANIEL GALLAGHER Trustee 60288 CABLEVISION false Peter Kowey TRUSTEE 71186 HEALTH SERVICES false Gerald Corcoran Trustee 115000 Legal services false X 1 395925 Opinions of Experts X 29 1417645 Cost/Selling Price false true true SCHEDULE M, PART I, COLUMN (B) THE NUMBER OF CONTRIBUTIONS IS DISCLOSED IN COLUMN B. SCHEDULE M, PART 1, QUESTION 32A THE UNIVERSITY RETAINS THE SERVICES OF MERRILL LYNCH WEALTH MANAGEMENT & FINANCIAL SERVICES TO SELL SECURITIES THAT IT RECEIVES AS CHARITABLE CONTRIBUTIONS. ORGANIZATION MISSION CONTINUED. FORM 990, PART I, LINE 1 WE PREPARE STUDENTS FOR PERSONAL EXCELLENCE, PROFESSIONAL SUCCESS, AND ENGAGED CITIZENSHIP. STRIVING TO BE AN INCLUSIVE AND DIVERSE COMMUNITY THAT EDUCATES AND CARES FOR THE WHOLE PERSON, WE ENCOURAGE AND MODEL LIFELONG COMMITMENT TO THINKING CRITICALLY, MAKING ETHICAL DECISIONS, PURSUING SOCIAL JUSTICE, AND FINDING GOD IN ALL THINGS. BUSINESS OR FAMILY RELATIONSHIP FORM 990, PART VI, SECTION A, LINE 2 SAINT JOSEPH'S UNIVERSITY PREPARES A SUMMARY OF BOARD AFFILIATIONS AND POSITIONS WHICH LISTS THE OFFICERS OR BOARD MEMBERS NAME, AND THE SJU RELATED/AFFILIATE ENTITY OR THE NON-SJU AFFILIATED ENTITIES FOR WHICH EACH PERSON HAS A FAMILIAL OR BUSINESS RELATIONSHIP. SCHEDULE L LISTS THE REPORTABLE BUSINESS TRANSACTIONS INVOLVING BOARD MEMBERS. FORM 990 REVIEW PROCESS FORM 990, PART VI, SECTION B, LINE 11B FOLLOWING REVIEW BY MANAGEMENT AND APPROVAL BY THE AUDIT & RISK COMMITTEE OF THE BOARD OF TRUSTEES, THE FORM 990 IS PROVIDED TO THE FULL BOARD PRIOR TO FILING FOR TRUSTEES REVIEW, COMMENT, INPUT, AND QUESTIONS, IF ANY. IN ADDITION, THE EXECUTIVE COMMITTEE OF THE BOARD HAS REVIEWED, SEPARATELY, SCHEDULE J PRIOR TO ITS FILING. CONFLICT OF INTEREST POLICY MONITORING & ENFORCEMENT FORM 990, PART VI, SECTION B, LINE 12C: SJU HAS A BUSINESS CONDUCT AND CONFLICT OF INTEREST POLICY ('POLICY'), AS AMENDED FROM TIME TO TIME, WHICH SETS FORTH SJUS POLICIES AND PROCEDURES REGARDING MANAGING, REDUCING OR ELIMINATING CONFLICTS OF INTEREST AS DEFINED IN THE POLICY. THE POLICY APPLIES TO BOARD MEMBERS AND ALL EMPLOYEES, INCLUDING OFFICERS, FACULTY AND KEY EMPLOYESS ('COVERED PERSONS'). COVERED PERSONS ANNUALLY RECEIVE A COPY OF THE POLICY AND A CONFLICT OF INTEREST DISCLOSURE STATEMENT ('STATEMENT') FOR COMPLETION INCUDING, IN PARTICULAR, DISCLOSURE OF FINANCIAL INTERESTS OR OTHER REPORTABLE CIRCUMSTANCES OR RELATIONSHIPS, INCLUDING THE COVERED PERSONS RELATED PARTIES, AS DESCRIBED IN THE POLICY THE STATEMENT OF TRUSTEES AND THE PRESIDENT SHALL BE DIRECTED TO THE CHAIRPERSON OF THE AUDIT & RISK COMMITTEE AND REVIEWED AND MAINTAINED BY THE OFFICE OF GENERAL COUNSEL, WHICH SHALL PROVIDE A SUMMARY OF THE DISCLOSED CONFLICTS OF INTEREST TO THE FINANCE & AUDIT COMMITTEE WITH GENERAL COUNSELS RECOMMENDATIONS, IF ANY, RE THE SAME; AND SUCH SUMMARY AND RECOMMENDATIONS, ALONG WITH THE COMMITTEES COMMENTS, SHALL BE PROVIDED BY THE CHAIRPERSON OF THE FINANCE & AUDIT COMMITTEE, ON BEHALF OF THE COMMITTEE, TO THE CHAIRPERSON OF THE BOARD FOR PRESENTATION TO THE EXECUTIVE COMMITTEE OF THE BOARD, AND THE FULL BOARD AS APPROPRIATE. THE STATEMENT OF ALL OTHER OFFICERS (VICE PRESIDENTS, CORPORATE SECRETARY AND TREASURER), FACULTY, KEY EMPLOYEES AND EMPLOYEES SHALL BE DIRECTED TO, THEN REVIEWED AND MAINTAINED BY THE GENERAL COUNSEL, WITH A SUMMARY OF ALL DISCLOSED CONFLICTS OF INTEREST PROVIDED TO THE CHAIRPERSON OF THE FINANCE & AUDIT COMMITTEE, THE PRESIDENT AND TO THE CHAIRPERSON OF THE BOARD FOR PRESENTATION, AS APPROPRIATE, TO EITHER THE EXECUTIVE COMMITTEE OF THE BOARD, OR TO THE FULL BOARD. COPIES OF THE STATEMENTS OF THE TRUSTEES SHALL BE MAINTAINED BY THE OFFICE OF THE GENERAL COUNSEL AS PART OF THE UNIVERSITYS CORPORATE BOOKS AND RECORDS. A COPY OF THE STATEMENTS OF OFFICERS, FACULTY, KEY EMPLOYEES AND EMPLOYEES SHALL ALSO BE MAINTAINED IN THE COVERED PERSONS PERSONNEL FILE AND MADE AVAILABLE FOR REVIEW AND AUDIT BY GENERAL COUNSEL AND THE FINANCE & AUDIT COMMITTEE, AS NEEDED. INFORMATION DISCLOSED BY COVERED PERSONS SHALL BE HELD IN CONFIDENCE AND ONLY AVAILABLE TO THOSE OFFICERS OF THE UNIVERSITY WITH A BUSINESS NEED TO KNOW SUCH INFORMATION, AND WHEN THE BEST INTEREST OF THE UNIVERSITY WOULD BE SERVED, AND SHALL BE DISCLOSED TO AND/OR AVAILABLE TO THE BOARD OF TRUSTEES, WHEN REQUIRED OR APPROPRIATE. THE POLICY CONTAINS A CONTINUING AFFIRMATIVE OBLIGATION TO DISCLOSE FINANCIAL INTERESTS OR OTHER REPORTABLE CIRCUMSTANCES OR RELATIONSHIPS, WHICH MAY RISE TO THE LEVEL OF AN ACTUAL OR APPARENT CONFLICT AND PROVIDES PROCEDURES FOR THE BOARD OR RELEVANT BOARD COMMITTEE TO MANAGE, REDUCE OR ELIMINATE THE CONFLICT OF INTEREST. DISCUSSIONS AND PROCEEDINGS WHERE A CONFLICT IS DISCLOSED ARE DOCUMENTED IN THE MINUTES FOR THE BOARD OR AFFECTED BOARD COMMITTEE. PROCESS FOR DETERMINING COMPENSATION FORM 990, PART VI, SECTION B, LINES 15A & 15B: PRESIDENT: ONLY INDEPENDENT MEMBERS OF THE EXECUTIVE COMMITTEE OF THE BOARD WHO HAVE NO PERSONAL INTEREST IN ANY EXECUTIVE COMPENSATION ARRANGEMENT WITH THE UNIVERSITY, ANNUALLY REVIEW AND APPROVE, BASED ON A REVIEW OF APPROPRIATE COMPARABILITY DATA, THE COMPENSATION THAT IS PAID TO THE PRESIDENT (WHO ALSO SERVES AS AN EX OFFICIO MEMBER OF THE EXECUTIVE COMMITTEE, BUT IS RECUSED FOR THIS REVIEW AND APPROVAL). OFFICERS AND PROVOST: THE PRESIDENT, BASED ON A REVIEW OF APPROPRIATE COMPARABILITY DATA, DECIDES THE COMPENSATION TO BE PAID TO THE PROVOST AND VICE PRESIDENT FOR ACADEMIC AFFAIRS, TREASURER (and VICE PRESIDENT FOR FINANCE AND ADMINISTRATION), AND CORPORATE SECRETARY (and GENERAL COUNSEL), WHICH DECISIONS AND COMPENSATION ARRANGEMENTS ARE APPROVED BY THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE DOCUMENTS THE BASIS FOR ITS DETERMINATIONS REGARDING THE COMPENSATION OF THE PRESIDENT AND ITS REVIEW AND APPROVAL OF THE PRESIDENTS DECISIONS REGARDING THE COMPENSATION OF THE OFFICERS AND PROVOST. SENIOR LEADERS: THE PRESIDENT, BASED ON A REVIEW OF APPROPRIATE COMPARABILITY DATA, DECIDES THE COMPENSATION TO BE PAID TO ALL OTHER SENIOR LEADERS, WHICH DECISIONS AND COMPENSATION ARRANGEMENTS ARE REVIEWED BY THE EXECUTIVE COMMITTEE. HOW DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC FORM 990, PART VI, SECTION C, LINE 19 THE BY-LAWS ARE AVAILABLE TO ALL TRUSTEES AT ANY TIME AND FROM THE UNIVERSITY UPON REQUEST WHEN APPROPRIATE AND IN RESPONSE TO LEGAL PROCESS. OTHER INSTITUTIONAL POLICIES (E.G., WHISTLEBLOWER POLICY) ARE EITHER POSTED ON THE SJU INTERNET WEBSITE OR ON THE INTERNAL WEBSITES. REQUESTS FOR FINANCIAL INFORMATION WILL BE EVALUATED ON AN INDIVIDUAL BASIS AND INFORMATION WILL BE PROVIDED AS APPROPRIATE. FORM 990, PART VII, SECTION A THE AVERAGE HOURS PER WEEK LISTED IN THIS SECTION ARE A MINIMUM. Form 990, Part XI, Line 9, Other Changes Interest Rate Swap: 1,332,813 DelVal Educational TeleCom Network 5600 City Avenue Philadelphia PA 19131 261471973 Education TV PA 501 (c)(4) SJU true Middle Atlantic Catholic Risk Management 5600 City Avenue Philadelphia PA 19131 311611958 group insure PA 501(c)(3) type III na false false false true false false false false false false false false false false false false false false false false DELVAL EDUCATIONAL TELECOMMUNICATIONS NETWORK c 1237956 75% DVETN REV