2018-05-14T08:34:09-05:00 2017-06-30 KPMG LLP One Financial Plaza Hartford CT 061032608 990 2016-07-01 060646829 University of Saint Joseph % JOHN KALBACHER UNIV 8602324571 1678 Asylum Avenue West Hartford CT 061172791 SHAWN M HARRINGTON SENIOR VP FINANCE 8602315314 2018-05-11 true Mary-evelyn Antonetti P00431862 8605223200 2018-05-09 167.68.102.5 06014420181345000002 2018-05-14 P 13DC49EE99BE1E68D8F422D2C3382CFF6E8F3AB9 2B276C90AC58BCCFF0D470E2CE40658C2B7D446C 2016 2021-01-29 14:40:06Z RHONA FREE 1678 Asylum Avenue West Hartford CT 061172791 81209319 false 0928 X www.usj.edu X 1925 CT THE UNIVERSITY PROVIDES RIGOROUS LIBERAL ARTS AND PROFESSIONAL EDUCATION FOR A DIVERSE STUDENT POPULATION WHILE MAINTAINING A STRONG COMMITMENT TO DEVELOPING POTENTIAL OF STUDENTS. 26 25 1488 100 101771 -124683 3079611 4334975 71349620 71211278 930083 1076872 698959 1004786 76058273 77627911 13259389 12860180 0 0 42393384 42735229 101125 25454 1328299 19440195 18717058 75194093 74337921 864180 3289990 76150061 79817312 34895061 32668312 41255000 47149000 X SEE SCHEDULE O FOR THE ORGANIZATION'S MISSION. false false 53409923 12860180 57688578 COLLEGE AND MASTERS/DOCTORAL PROGRAMS SEE SCHEDULE O FOR PROGRAM DESCRIPTION. 10706000 13522700 MODEL SCHOOLS SEE SCHEDULE O FOR PROGRAM DESCRIPTION. 64115923 true true false true false false false true false true true false false false true true true false true false false false false true true false false false true true true false false false false false false false false false false true true false false false true false false false true 169 0 true 1488 true true true false false false false true true false false false false X 26 25 false false false false true true true true true false false false true true true true true true false false AK CO DC KY MD MA MI NV NH NJ OK OR SC WA X JOHN KALBACHER 8602315314 1678 ASYLUM AVE WEST HARTFORD CT 06117 RHONA C FREE PHD PRESIDENT, TRUSTEE 37.5 0.0 X X 297457 0 82642 E CLAYTON GENGRAS JR CHAIR 1.0 0.0 X 0 0 0 MARTHA S GERVASI VICE CHAIR 1.0 0.0 X 0 0 0 PATRICIA J ROONEY RSM SECRETARY 1.0 0.0 X 0 0 0 KATHLEEN DRISCOLL AMATANGELO TRUSTEE 1.0 0.0 X 0 0 0 ELIZABETH C BARTON JD TRUSTEE 1.0 0.0 X 0 0 0 LINDA BETZ TRUSTEE 1.0 0.0 X 0 0 0 GREGORY A BOYKO JD TRUSTEE 1.0 0.0 X 0 0 0 JUDITH A CAREY RSM PHD TRUSTEE 1.0 0.0 X 0 0 0 MANON COX PHD TRUSTEE 1.0 0.0 X 0 0 0 SUZANNE DELIEE RSM TRUSTEE 1.0 0.0 X 0 0 0 SANDRA BENDER FROMSON PHD TRUSTEE 1.0 0.0 X 0 0 0 MARION D GRIFFIN TRUSTEE 1.0 0.0 X 0 0 0 PAUL IANNACCONE JD TRUSTEE 1.0 0.0 X 0 0 0 ROBERT KING TRUSTEE 1.0 0.0 X 0 0 0 PATRICIA LESHANE TRUSTEE 1.0 0.0 X 0 0 0 MARILYNN R MALERBA TRUSTEE - END 2/21/17 1.0 0.0 X 0 0 0 ELIZABETH MCAULIFFE RSMEDD TRUSTEE - AS OF 7/1/16 1.0 0.0 X 0 0 0 THEA MONTANEZ TRUSTEE 1.0 0.0 X 0 0 0 CORNELIUS O'LEARY JD TRUSTEE 1.0 0.0 X 0 0 0 BREWSTER B PERKINS TRUSTEE 1.0 0.0 X 0 0 0 JANET RUFFING RSM PHD TRUSTEE 1.0 0.0 X 0 0 0 ALISA D SISIC TRUSTEE 1.0 0.0 X 0 0 0 JOSEPH J SPALLUTO TRUSTEE 1.0 0.0 X 0 0 0 ROBERT STINGLE TRUSTEE 1.0 0.0 X 0 0 0 ELAINE M SWEENEY RSM PHD TRUSTEE 1.0 0.0 X 0 0 0 CONSTANCE K WEAVER TRUSTEE 1.0 0.0 X 0 0 0 SHAWN M HARRINGTON SENIOR VP, FIN. & STRATEGY 38.0 0.0 X 200593 0 112380 MICHELLE KALIS PROVOST 38.0 0.0 X 196113 0 32020 RAOUF BOULES DEAN, SCH OF HEALTH & NAT SCI 38.0 0.0 X 136250 0 15579 KIM CRONE VP FOR ENROLLMENT MANAGEMENT 38.0 0.0 X 154646 0 16167 JAMES HENKEL ASSOC. DEAN, SCHOOL OF PHARM 38.0 0.0 X 143719 0 17223 JOSEPH OFOSU DEAN, SCHOOL OF PHARMACY 38.0 0.0 X 236773 0 26602 MARJORIE PINNEY VP, INSTITUTIONAL ADVANCEMENT 38.0 0.0 X 176656 0 39262 1542207 0 341875 36 false true false Bon Appetit co Compass Group USA 2400 Yorkmont Rd CHARLOTTE NC 28217 Food Services 1350802 Sodexo Operations LLC 9801 Washington Blvd GAITHERSBURG MD 20878 Facilities Mgmt. 1228745 K-12 Teachers Alliance 20624 Abbey Woods Ct North FRANKFORT IL 60423 Marketing & Admin 728588 Jenzabar 101 HUNTINGTON AVE STE 2200 BOSTON MA 02199 Software Services 273641 ADP 1 ADP Boulevard ROSELAND NJ 07068 Payroll Services 234693 8 170651 2304880 1859444 135057 4334975 TUITION AND FEES 611710 54872376 54872376 SALES & SERVICES 721000 13716097 13716097 RESIDENCE & DINING 611710 2622805 2622805 71211278 581653 581653 0 0 248796 248796 0 248796 248796 3859161 110000 3298950 174992 560211 -64992 495219 495219 99461 170651 107466 -8005 -8005 0 0 0 0 0 0 VENDOR REBATES & ALLOWANCES 900099 432815 432815 FITNESS CENTER REVENUE 713940 92561 92561 ARTS CENTER REVENUE 711190 63293 63293 175326 9210 166116 763995 77627911 71211278 101771 1979887 0 12860180 12860180 0 0 900223 227478 616451 56294 0 32634848 29094503 2736950 803395 2413454 2151634 202406 59414 4402947 3925300 369257 108390 2383757 2084280 238368 61109 1452449 1307204 145245 100914 100914 152640 152640 29406 29406 25454 25454 96741 96741 1997647 1350741 639956 6950 573112 196677 323333 53102 281919 153989 125395 2535 1047699 24488 1023211 0 2553815 2313501 240314 232304 205552 7638 19114 0 265269 248326 16943 719380 713567 5813 0 4170881 4056694 114187 415446 1209 414237 FOOD SERVICES 1289469 1289469 PROGRAM EXPENSES 827019 827019 DUES & SUBSCRIPTIONS 547167 394318 133406 19443 SUPPLIES 505347 496103 9244 1458434 193691 1181050 83693 74337921 64115923 8893699 1328299 581503 411862 89632 63427 1304895 1082318 2678000 2687166 0 0 0 0 0 0 0 0 424102 546760 97294669 51270583 44674134 46024086 25680923 28626154 0 0 0 0 0 0 716872 375539 76150061 79817312 7394518 6623997 0 0 5228418 5255530 21702728 20412596 0 0 0 0 0 0 0 0 569397 376189 34895061 32668312 X 20673000 24603000 6314000 7744000 14268000 14802000 41255000 47149000 76150061 79817312 X 3289990 2128010 476000 X false true X true true true X 7855011 8301842 9700736 3079611 4334975 33272175 0 0 7855011 8301842 9700736 3079611 4334975 33272175 1668678 31603497 608400 606828 739465 854903 830449 3640045 0 0 0 0 0 0 403928 265105 434868 455801 662224 2221926 39134146 333875223 0.80757 0.83766 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false true 28250 false true 1156 29406 false SCHEDULE C, PART IV LOBBYING ACTIVITIES THE UNIVERSITY OF SAINT JOSEPH BELONGS TO THE CONNECTICUT CONSORTIUM OF INDEPENDENT COLLEGES (CCIC) AND OTHER ACADEMIC ASSOCIATIONS, WHICH AT TIMES MAY ENGAGE IN LOBBYING ACTIVITIES. OF THE $23,647 PAID IN DUES TO CCIC, $1,156 (APPROXIMATELY 4.9%), WAS USED FOR LOBBYING. DURING THE YEAR ENDED JUNE 30, 2017, THE UNIVERSITY PAID AN OUTSIDE LOBBYING FIRM $28,250 FOR FEDERAL AND STATE GOVERNMENT RELATIONS AND LOBBYING SERVICES. IN ADDITION, THE UNIVERSITY MAY HAVE DIRECT CONTACT WITH LEGISLATORS TO PROVIDE INFORMATION AND EDUCATION ABOUT THE UNIVERSITY. 695485 X X X X X Teaching false false false 25789000 694000 3178000 595670 355330 28710000 26505000 423000 -191000 570008 377992 25789000 25603000 1794000 65000 501219 455781 26505000 23079000 604000 3127000 562000 645000 25603000 21663000 215000 2292000 586000 505000 23079000 0.29800 0.51400 0.18800 false false 2522941 2522941 62345780 27423344 34922436 2479331 1832377 646954 24719333 18086985 6632348 5227284 3927877 1299407 46024086 0 CAPITAL LEASE OBLIGATION 26460 GOVERNMENT GRANTS REFUNDABLE 349729 376189 X 67275000 2128010 476000 2604010 64670990 96741 12860180 12956921 77627911 61381000 61381000 96741 12860180 12956921 74337921 PART III, LINE 4 ORGANIZATION'S COLLECTION OF ART: THE ART MUSEUM (FORMERLY ART GALLERY) AT THE UNIVERSITY OF SAINT JOSEPH OPENED IN 2001 IN THE UNIVERSITY'S BRUYETTE ATHENAEUM; IT NOW HOUSES A COLLECTION OF MORE THAN 2,000 WORKS OF ART. A PAINTINGS COLLECTION WHOSE STRENGTH IS IN AMERICAN ART OF THE TWENTIETH CENTURY, INCLUDING WORKS BY THOMAS HART BENTON, GEORGIA O'KEEFFE AND MILTON AVERY IS COMPLEMENTED BY A COLLECTION OF WORKS OF ART ON PAPER. THE LATTER COLLECTION RANGES FROM THE FIFTEENTH CENTURY TO THE PRESENT, INCLUDING NOTEWORTHY EUROPEAN OLD MASTER PRINTS, NINETEENTH-CENTURY JAPANESE WOODBLOCK PRINTS, AND TWENTIETH-CENTURY AND CONTEMPORARY AMERICAN AND EUROPEAN WORKS. WITH A SUITE OF EXHIBITION GALLERIES, A PRINT STUDY ROOM, AND UP-TO-DATE STORAGE FACILITIES, THE ART MUSEUM HAS MADE THE UNIVERSITY'S COLLECTION MORE ACCESSIBLE AND HAS OPENED MYRIAD OPPORTUNITIES FOR THE STUDY AND ENJOYMENT OF ART. THE MUSEUM COLLABORATES WITH FACULTY TO PRESENT EDUCATIONAL PROGRAMMING AND HOST CLASS VISITS THROUGHOUT THE YEAR, PROVIDES PROFESSIONAL DEVELOPMENT FOR K-12 TEACHERS, AND OFFERS A VARIETY OF LECTURES, GALLERY TALKS, AND SEMINARS FOR THE GENERAL PUBLIC, INCLUDING SPECIAL PROGRAMS FOR EARLY-ONSET ALZHEIMER'S PATIENTS AND CAREGIVERS. EACH YEAR THE ART MUSEUM PRESENTS SEVERAL SPECIAL EXHIBITIONS IN ADDITION TO CHANGING INSTALLATIONS OF THE PERMANENT COLLECTION. PART V, LINE 4 ENDOWMENT FUNDS: THE UNIVERSITY'S ENDOWMENT CONSISTS OF APPROXIMATELY 190 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES, INCLUDING BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE UNIVERSITY TO FUNCTION AS ENDOWMENTS (QUASI - ENDOWMENT). THE UNIVERSITY MANAGES ITS LONG-TERM INVESTMENTS IN ACCORDANCE WITH THE TOTAL RETURN CONCEPT AND THE GOAL OF MAXIMIZING LONG-TERM RETURN WITHIN ACCEPTABLE LEVELS OF RISK. THE UNIVERSITY'S SPENDING POLICY IS DESIGNED TO PROVIDE A STABLE LEVEL OF FINANCIAL SUPPORT AND TO PRESERVE THE REAL VALUE OF ITS ENDOWMENT. THE UNIVERSITY COMPARES THE PERFORMANCE OF ITS INVESTMENTS AGAINST SEVERAL BENCHMARKS. PART X, LINE 2 FIN 48 FOOTNOTE: THE UNIVERSITY WAS GRANTED AN EXEMPT STATUS UNDER THE INTERNAL REVENUE CODE (IRC) SECTION 501(A), AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3). UNDER IRC SECTION 501(A), THE UNIVERSITY IS GENERALLY EXEMPT FROM INCOME TAXES. THE UNIVERSITY BELIEVES IT HAS TAKEN NO SIGNIFICANT UNCERTAIN TAX POSITIONS. PART XI, LINE 4B OTHER AMOUNTS INCLUDED ON RETURN BUT NOT BOOKS: FINANCIAL AID $12,860,180 PART XI, LINE 2D OTHER REVENUE: CHANGE IN FV OF INTEREST RATE SWAP $476,000 PART XII, LINE 4B OTHER AMOUNTS INCLUDED ON RETURN BUT NOT BOOKS: FINANCIAL AID $12,860,180 true true true true true true true false false false false false false false false true false true SCHEDULE E, LINE 3 THE UNIVERSITY PUBLISHES ITS NON-DISCRIMINATION POLICY IN THE MAJOR NEWSPAPER IN THE METROPOLITAN REGION FROM WHICH MOST OF ITS STUDENTS COME. SCHEDULE E, LINE 6A THE UNIVERSITY OF SAINT JOSEPH RECEIVES FINANCIAL AID OR ASSISTANCE FROM GOVERNMENTAL AGENCIES FOR THE BENEFIT OF THE UNIVERSITY'S STUDENTS. X X X X X X true RONALD JOYCE 309 OAKWOOD DR YARMOUTH ME 04096 FUNDRAISING ADVISOR false 21750 21750 AL AK AR CA CO CT DE DC FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT WA WV WI WY GALA 226845 162854 63991 6578 51471 1798 36609 GENGRAS 22762 6932 15830 4782 200 1333 1 20505 865 19640 2376 450 1869 270112 170651 99461 6578 58629 2448 39811 107466 -8005 SCHEDULE G, PART 1, LINE 2B THE UNIVERSITY ENGAGED RONALD JOYCE AS A FUNDRAISING ADVISOR. true COLLEGE SCHOLARSHIPS & GRANTS 796 12860180 FMV SCHOLARSHIPS SCHEDULE I, PART I, LINE 2 MONITOR THE USE OF GRANT FUNDS: THE UNIVERSITY'S GRANTS IN THE US CONSIST OF FINANCIAL AID AWARDS WHICH ARE APPLIED AGAINST STUDENTS' RECEIVABLE BALANCES DUE TO THE UNIVERSITY. THE UNIVERSITY MONITORS THESE GRANTS BY CONTROLLING THE APPLICATION OF GRANTS TO STUDENTS' BALANCES. X X true true X X X X X false true false false false false false false false RHONA C FREE PHD PRESIDENT, TRUSTEE 289869 7588 29150 53492 380099 SHAWN M HARRINGTON SENIOR VP, FIN. & STRATEGY 188593 0 0 0 12000 0 89264 0 23116 0 312973 0 0 0 MICHELLE KALIS PROVOST 196113 0 0 0 0 0 21937 0 10083 0 228133 0 0 0 RAOUF BOULES DEAN, SCH OF HEALTH & NAT SCI 136250 0 0 0 0 0 14998 0 581 0 151829 0 0 0 KIM CRONE VP FOR ENROLLMENT MANAGEMENT 154646 0 0 0 0 0 15657 0 510 0 170813 0 0 0 JAMES HENKEL ASSOC. DEAN, SCHOOL OF PHARM 143719 0 0 0 0 0 15902 0 1321 0 160942 0 0 0 JOSEPH OFOSU DEAN, SCHOOL OF PHARMACY 236773 0 0 0 0 0 26045 0 557 0 263375 0 0 0 MARJORIE PINNEY VP, INSTITUTIONAL ADVANCEMENT 164080 0 0 0 12576 0 18319 0 20943 0 215918 0 0 0 SCHEDULE J, PART I, LINE 1 PRESIDENT'S HOUSING: AS A CONDITION OF EMPLOYMENT, THE PRESIDENT IS REQUIRED TO LIVE IN THE PRESIDENTIAL RESIDENCE LOCATED ON THE UNIVERSITY CAMPUS. THE FAIR MARKET VALUE OF THE HOUSING IS $48,000 PER YEAR AND REPORTED IN SCHEDULE J, PART II, COLUMN D. SCHEDULE J, PART I, LINE 1A HEALTH AND SOCIAL CLUB DUES THE UNIVERSITY PAYS OR REIMBURSES MEMBERSHIP DUES AT THE HARTFORD GOLF CLUB FOR THE PRESIDENT OF THE UNIVERSITY AND THE VICE PRESIDENT FOR INSTITUTIONAL ADVANCEMENT, PROVIDING THEM WITH OPPORTUNITIES TO MEET WITH MEMBERS OF THE COMMUNITY TO PROMOTE THE AIMS OF THE UNIVERSITY. THE PRESIDENT REIMBURSES THE UNIVERSITY FOR ANY PERSONAL USE CHARGES, AND A PRO RATA PORTION OF CLUB DUES IS INCLUDED IN THE PRESIDENTS W-2. THE AMOUNT OF CLUB DUES THE UNIVERSITY REIMBURSES THE VICE PRESIDENT FOR INSTITUTIONAL ADVANCEMENT IS INCLUDED IN HER W-2. THE AMOUNTS INCLUDED IN THE W-2 ARE INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II. SCHEDULE J, PART I, LINE 4B NON-QUALIFIED RETIREMENT PLANS: THE UNIVERSITY INSTITUTED A 457(F) DEFERRED COMPENSATION PLAN WITH SHAWN HARRINGTON EFFECTIVE JULY 1, 2015. INCLUDED IN SCHEDULE J, PART II, COLUMN (C) IS $67,500 RELATING TO THE UNFUNDED BOOKKEEPING ACCOUNT CREDITS FOR THE PERIOD JULY 1, 2015 THROUGH DECEMBER 31, 2016. A CHEFA SERIES 2011 060806186 2011-08-26 5000000 Equipment Financing false false false B CHEFA 2013 SERIES C 060806186 2013-11-01 10800000 LAND PURCHASE AND REFUND SERIES B false false false C CHEFA 2013 SERIES D 060803186 2013-11-01 10800000 LAND PURCHASE,CONSTR. REFUND SER B false false false A 4285714 0 5000000 0 0 0 0 0 0 5000000 0 0 2014 false false true true B 1080952 0 10800000 0 0 0 200000 0 0 792000 9808000 0 2014 true false true true C 820738 0 10800000 0 0 0 184407 0 0 6375593 4240000 0 2015 true false true true A false false true false false 0 false false false true B false false true false false 0 0.00490 0.00490 false false false true C false false true false false 0 0.00212 0.00212 false false false false A false true false false 0 false false false 0 false true B false true true true HERKSHIRE BANK 10. false false 0 false true C false true false false 0 false false false 0 false true A true B true C true SCHEDULE K, PART II, LINE 11 OTHER SPENT PROCEEDS OF THE AMOUNT RECORDED ON SCHEDULE K, PART II, LINE 11, COLUMN B, $8,465,000 WAS A CURRENT REFUNDING OF CHEFA SERIES B BOND ISSUED APRIL 3, 2008. $1,343,000 WAS A PAYMENT OF SWAP TERMINATION FEE. THE ENTIRE AMOUNT RECORDED ON SCHEDULE K, PART II, LINE 11, COLUMN C WAS A CURRENT REFUNDING OF CHEFA SERIES B BOND ISSUED APRIL 3, 2008. SCHEDULE K, PART III, LINE 3A MANAGEMENT OR SERVICE CONTRACTS THAT MAY RESULT IN PRIVATE BUSINESS USE: ANY MANAGEMENT OR SERVICE CONTRACTS THAT MAY RESULT IN PRIVATE BUSINESS USE OF BOND-FINANCED PROPERTY ARE INCIDENTAL AND FALL UNDER THE SAFE HARBOR PROVIDED. SCHEDULE K, PART III, LINE 3B ENGAGEMENT OF COUNSEL TO REVIEW MANAGEMENT OR SERVICE RELATING TO THE FINANCED PROPERTY: DUE TO THE FACT THAT INCIDENTAL SERVICE CONTRACTS IN BOND-FINANCED SPACES WILL NOT RESULT IN PRIVATE BUSINESS USE AS PER THE SAFE HARBOR PROVIDED UNDER REVENUE PROCEDURE 97-13, WE DO NOT ROUTINELY ENGAGE BOND COUNSEL AND/OR OUTSIDE COUNSEL TO REVIEW THESE CONTRACTS SINCE THEY WILL NOT RESULT IN PRIVATE BUSINESS USE. SCHEDULE K, PART III, LINE 4 & 5 PRIVATE BUSINESS USE: THE UNIVERSITY REVIEWS EVERY ACTIVITY PROPOSED FOR ITS BOND-FINANCED FACILITIES, AND ALLOWS IN THOSE FACILITIES ONLY ACTIVITIES THAT EITHER MEET THE INCIDENTAL CONTRACT EXCEPTION OR REVENUE PROCEDURE 97-13 SAFE HARBOR. SCHEDULE K, PART IV, COLUMN A, LINE 2C A REBATE CALCULATION WAS PERFORMED ON AUGUST 26, 2016. X 11 SEE PART II X 12 135057 FMV X AUCTION PRIZES 297 0 SEE PART II X OTHER - VARIOUS 11 0 SEE PART II 2 false true false SCHEDULE M, PART I NONCASH CONTRIBUTIONS: OTHER THAN CONTRIBUTIONS OF MARKETABLE SECURITIES, NON-CASH ITEMS ARE NOT INCLUDED IN THE FINANCIAL STATEMENTS OF THE UNIVERSITY UNLESS THEY ARE SIGNIFICANT IN AMOUNT. IN 2016, THE UNIVERSITY RECEIVED 12 GIFTS OF MARKETABLE SECURITIES, VALUED AT $135,057; 11 ITEMS OF ARTWORK; 297 AUCTION ITEMS; AND 11 OTHER ITEMS, WHICH WERE RECORDED AT ZERO VALUE. FORM 990, PART III, LINE 1 THE UNIVERSITY OF SAINT JOSEPH, FOUNDED BY THE SISTERS OF MERCY IN THE CATHOLIC TRADITION, PROVIDES A RIGOROUS LIBERAL ARTS AND PROFESSIONAL EDUCATION FOR A DIVERSE STUDENT POPULATION IN AN INCLUSIVE ENVIRONMENT THAT ENCOURAGES STRONG ETHICAL VALUES, PERSONAL INTEGRITY, AND A SENSE OF RESPONSIBILITY TO THE NEEDS OF SOCIETY. FORM 990, PART III, LINE 4A COLLEGE AND MASTERS/DOCTORAL PROGRAMS THE UNIVERSITY OF SAINT JOSEPH, WHICH OFFERS OUTSTANDING EDUCATION VALUE IN UNDERGRADUATE, GRADUATE, AND DOCTORAL PROGRAMS, IS LOCATED IN WEST HARTFORD, CONNECTICUT. ENHANCED BY THE CATHOLIC INTELLECTUAL TRADITION AND THE VALUES OF THE SISTERS OF MERCY, THE UNIVERSITY ENCOURAGES STUDENTS TO THRIVE IN A CULTURE OF ACHIEVEMENT AND COLLABORATION. WITH SMALL CLASSES TAUGHT BY EXPERT FACULTY, THE UNIVERSITY PROVIDES A VALUES-CENTERED EDUCATION IN AN ENVIRONMENT THAT FOSTERS LEADERSHIP, CONFIDENCE, AND CREATIVITY. IN ADDITION TO THE UNDERGRADUATE WOMEN'S COLLEGE WITH 747 STUDENTS ENROLLED, THE UNIVERSITY OF SAINT JOSEPH HAS A CO-EDUCATIONAL GRADUATE AND PROFESSIONAL STUDIES PROGRAM OFFERING MASTER'S DEGREES AND CERTIFICATES TO 1,318 STUDENTS; A CO-EDUCATIONAL WEEKEND PROGRAM SERVING 147 ADULT LEARNERS PURSUING THEIR BACCALAUREATE DEGREES; AND A SCHOOL OF PHARMACY, LOCATED IN DOWNTOWN HARTFORD, CONNECTICUT, OFFERING A UNIQUE THREE CALENDAR YEAR CO-EDUCATIONAL DOCTORAL DEGREE (PHARM.D.) PROGRAM IN PHARMACY. IN 2016 THE SCHOOL HAD 255 STUDENTS. IN 2016, USJ ANNOUNCED THAT ITS NEW PHYSICIAN ASSISTANT (PA) PROGRAM WAS GRANTED ACCREDITATION-PROVISIONAL STATUS BY THE ACCREDITATION REVIEW COMMISSION ON EDUCATION FOR THE PHYSICIAN ASSISTANT (ARC-PA). THIS ACCREDITATION THE FIRST IN A MULTI-STEP ACCREDITATION PROCESS ALLOWED USJ TO ENROLL THE INAUGURAL CLASS OF ITS PA PROGRAM IN JANUARY 2017. USJS NEW PA PROGRAM IS A 28-MONTH, COEDUCATIONAL PROGRAM FOCUSING ON COLLABORATIVE APPROACHES TO PATIENT-CENTERED CARE THAT ENHANCES TREATMENT PLANS AND CAN IMPROVE OUTCOMES IN A CHANGING AND EVOLVING HEALTHCARE ENVIRONMENT. FORM 990, PART III, LINE 4B MODEL SCHOOLS THE UNIVERSITY IS HOME TO TWO MODEL SCHOOLS: THE GENGRAS CENTER AND THE SCHOOL FOR YOUNG CHILDREN. THE GENGRAS CENTER IS A STATE-APPROVED PRIVATE SPECIAL EDUCATION FACILITY THAT PROVIDES HIGHLY STRUCTURED, INTENSIVE AND SELF-CONTAINED SPECIAL EDUCATION PROGRAMS FOR ELEMENTARY, MIDDLE AND HIGH SCHOOL STUDENTS. IN 2016 IT SERVED 137 STUDENTS FROM SURROUNDING COMMUNITIES. UNIVERSITY OF SAINT JOSEPH STUDENTS FULFILL REQUIRED CLASSES IN THE FIELDS OF SPECIAL EDUCATION, NURSING, SOCIAL WORK, COUNSELING, AND NUTRITION AT THE CENTER. IN MAY 2015 THE GENGRAS CENTER OPENED A NEW FACILITY, THE CENTER FOR APPLIED RESEARCH AND EDUCATION (CARE). WITH THIS EXPANDED CAPACITY, THE GENGRAS CENTER CAN NOW SERVE THE NEEDS OF STUDENTS WITH AUTISM SPECTRUM DISORDERS AND DEVELOPMENTAL DISABILITIES. THE 22,000 SQUARE FOOT FACILITY INCLUDES A GYM, ART ROOM, ADDITIONAL THERAPY SPACE, AND NEW CLASSROOMS SPECIFICALLY DESIGNED FOR STUDENTS WITH AUTISM. THE SCHOOL FOR YOUNG CHILDREN IS A NATIONALLY-ACCREDITED PRESCHOOL WHICH HAS BEEN SERVING CHILDREN SINCE 1936; IN 2016 IT ENROLLED 120 STUDENTS. IT SERVES AS A TRAINING PROGRAM FOR UNIVERSITY STUDENTS PURSUING CAREERS IN EARLY CHILDHOOD EDUCATION AND RELATED FIELDS. FORM 990, PART VI, LINE 6 ORGANIZATION'S MEMBERS: THE CONFERENCE FOR MERCY HIGHER EDUCATION, INC. ACTS AS A CORPORATE MEMBER OF THE UNIVERSITY OF SAINT JOSEPH. FORM 990, PART VI, LINE 7A ROLE OF SISTERS OF MERCY: ELECTION TO THE BOARD OF TRUSTEES IS BY MAJORITY VOTE OF THE UNICAMERAL BODY, WHICH CONSISTS OF THE BOARD OF TRUSTEES, AND ONE PERSON DESIGNATED BY THE MEMBER OF THE CORPORATION (THE CONFERENCE FOR MERCY HIGHER EDUCATION, INC., A MARYLAND NON-STOCK, NOT-FOR-PROFIT CORPORATION, ACTING BY AND THROUGH ITS DULY CONSTITUTED AND AUTHORIZED OFFICERS). FORM 990, PART VI, LINE 7B THE FOLLOWING ACTIONS REQUIRE AN AFFIRMATIVE VOTE BY THE MEMBER OF THE CORPORATION (THE CONFERENCE FOR MERCY HIGHER EDUCATION, INC.) IN ORDER TO BE VALID: *DISSOLUTION OF THE CORPORATION, OR CESSATION OF OPERATION AS A UNIVERSITY AND INSTITUTION OF HIGHER EDUCATION; *SALE OF LAND; *SALE, LEASE, EXCHANGE, MORTGAGE, PLEDGE, OR ANY OTHER DISPOSITION OF OTHER ASSETS OR PROPERTY OF THE CORPORATION, IN OTHER THAN THE ORDINARY COURSE OF BUSINESS. *APPOINTMENT OR REMOVAL OF THE PRESIDENT OF THE UNIVERSITY IS BY MAJORITY VOTE OF THE UNICAMERAL BODY, WHICH CONSISTS OF THE BOARD OF TRUSTEES AND ONE PERSON DESIGNATED BY THE MEMBER OF THE CORPORATION (THE CONFERENCE FOR MERCY HIGHER EDUCATION, INC.). FORM 990, PART VI, LINE 11A FORM 990 REVIEW PROCESS: A COPY OF THE FORM 990 INCLUDING ALL REQUIRED SCHEDULES IS REVIEWED IN DRAFT FORM BY THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES. THE FINAL VERSION OF THE FORM 990 INCLUDING ALL REQUIRED SCHEDULES, WITH DONORS' NAMES ON SCHEDULE B REDACTED, IS DISTRIBUTED TO THE BOARD OF TRUSTEES IN ADVANCE OF FILING WITH THE IRS. FORM 990, PART VI, LINE 12 CONFLICT OF INTEREST POLICY: THE PRESIDENT'S OFFICE SENDS ANNUAL CONFLICT OF INTEREST QUESTIONNAIRES TO MEMBERS OF THE BOARD OF TRUSTEES. THE SENIOR VICE PRESIDENT FOR FINANCE AND STRATEGY REVIEWS THE COMPLETED QUESTIONNAIRES, AND PRESENTS THE RESULTS TO THE BOARD'S AUDIT COMMITTEE. IF THERE IS A POTENTIAL CONFLICT OF INTEREST, THE TRUSTEE DOES NOT PARTICIPATE IN MAKING DECISIONS ABOUT THE RELATED MATTER. FORM 990, PART VI, LINE 15A AND SCHEDULE J PART I, LINE 3 COMPENSATION POLICY: THE PROCESS FOR DETERMINING THE COMPENSATION FOR THE PRESIDENT MEETS THE THREE REQUIREMENTS OF THE REBUTTABLE PRESUMPTION. COMPENSATION FOR THE UNIVERSITY'S PRESIDENT IS SET BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES, WHICH IS COMPOSED OF INDIVIDUALS WHO DO NOT HAVE A CONFLICT OF INTEREST REGARDING THE TRANSACTION. THE PROCESS INCLUDES THE COMPARISON WITH COMPENSATION OF PRESIDENTS OF COMPARABLE INSTITUTIONS, BY MEANS OF INDUSTRY SURVEYS AND REVIEW OF FORM 990S; AND CONTEMPORANEOUS DOCUMENTATION OF DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION AGREEMENT. THE PRESIDENT'S COMPENSATION AGREEMENT IS A WRITTEN DOCUMENT. THIS FULL PROCESS WAS MOST RECENTLY UNDERTAKEN DURING THE YEAR ENDED JUNE 30, 2015. FORM 990, PART VI, LINE 19 PUBLIC DISCLOSURE THE ORGANIZATION'S FORM 990, GOVERNING DOCUMENTS, AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. IN ADDITION, THE FORM 990 AND THE AUDITED FINANCIAL STATEMENTS ARE AVAILABLE THROUGH THE UNIVERSITY'S WEBSITE. THE FORM 990 IS ALSO POSTED ON WWW.GUIDESTAR.ORG FORM 990, PART XI, LINE 9 OTHER CHANGES IN NET ASSETS OR FUND BALANCES: GAIN ON INTEREST RATE SWAP $476,000 CONFERENCE FOR MERCY HIGHER EDUCATION 8380 COLESVILL RD SUITE 30 SILVER SPRING MD 20910 EDUCATION MD 501(C)(3) 1 NA false false false false false false false false false false false false false false false false false false false