2017-03-29T14:39:17-05:00 2016-05-31 161131146 BONADIO & CO LLP 171 SULLYS TRAIL SUITE 201 PITTSFORD NY 14534 990 2015-06-01 160746864 ST JOHN FISHER COLLEGE STJO 5853858000 3690 EAST AVENUE ROCHESTER NY 14618 CARL SGRECCI INTERIM CFO 5853858000 2017-03-22 1 JEAN CLOSE P01346943 5853811000 2015 2021-01-29 14:40:06Z DR GERARD J ROONEY 3690 EAST AVENUE ROCHESTER NY 14618 144144671 0 X WWW.SJFC.EDU X 1948 NY ST. JOHN FISHER COLLEGE IS A COLLABORATIVE COMMUNITY DEDICATED TO TEACHING AND LEARNING IN A PERSONALIZED EDUCATIONAL ENVIRONMENT. THE COLLEGE IS GUIDED BY ITS CATHOLIC HERITAGE, AS EXPRESSED IN THE MOTTO OF ITS FOUNDERS, THE BASILIAN FATHERS: "TEACH ME GOODNESS, DISCIPLINE, AND KNOWLEDGE." THROUGH AN EDUCATION ROOTED IN THE LIBERAL ARTS, WE PREPARE INDIVIDUALS FOR LIVES OF INTELLECTUAL, PROFESSIONAL, AND CIVIC INTEGRITY, IN WHICH DIVERSITY AND SERVICE TO OTHERS ARE VALUED AND PRACTICED. 32 30 2143 0 427956 0 4697190 7340439 119685986 123532431 2961050 1527690 2756387 2817336 130100613 135217896 32386612 33813148 0 0 55274771 56841284 0 0 2760538 34991965 35617968 122653348 126272400 7447265 8945496 261991856 263927133 82666258 78236574 179325598 185690559 X ST. JOHN FISHER COLLEGE IS A COLLABORATIVE COMMUNITY DEDICATED TO TEACHING AND LEARNING IN A PERSONALIZED EDUCATIONAL ENVIRONMENT. THE COLLEGE IS GUIDED BY ITS CATHOLIC HERITAGE, AS EXPRESSED IN THE MOTTO OF ITS FOUNDERS, THE BASILIAN FATHERS: "TEACH ME GOODNESS, DISCIPLINE, AND KNOWLEDGE." THROUGH AN EDUCATION ROOTED IN THE LIBERAL ARTS, WE PREPARE INDIVIDUALS FOR LIVES OF INTELLECTUAL, PROFESSIONAL, AND CIVIC INTEGRITY, IN WHICH DIVERSITY AND SERVICE TO OTHERS ARE VALUED AND PRACTICED. 0 0 57368384 33813148 106016337 INSTRUCTION: TO GIVE INSTRUCTION IN LIBERAL ARTS COURSES LEADING TO THE DEGREES OF BA, BS, BBA, MASTER SCIENCE, MBA, DNP, ED.D AND PHARM D. 9202292 INSTITUTIONAL SUPPORT: TO SUPPORT THE INSTRUCTION FUNCTION. 9610452 16269270 AUXILIARY ENTERPRISES: TO SUPPORT THE INSTRUCTION FUNCTION. 13762950 2851791 ACADEMIC SUPPORT & STUDENT SERVICES: TO SUPPORT THE INSTRUCTION FUNCTION. 13762950 2851791 89944078 1 1 0 0 0 0 0 1 1 1 1 0 0 0 1 0 0 1 1 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 1 0 0 1 1 0 0 0 1 0 0 0 0 1 5307 0 1 2143 1 1 1 0 0 0 0 1 1 0 0 0 0 X 32 30 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X MS LINDA STEINKIRCHNER 5853858000 3690 EAST AVENUE ROCHESTER NY 14618 GERARD J ROONEY PHD PRESIDENT 35.00 X X 281776 0 34530 JOSE J CORONAS BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 DONALD E JEFFRIES BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 RONALD D BILLITIER BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 MARTIN L KEATING BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 MARTIN K BIRMINGHAM VICE CHAIR 1.00 X X 0 0 0 THOMAS G BOWLES BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 RUSSELL H BRANDON BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 REV ALBERT CYLWICKI CSB BOARD OF TRUSTEES MEMBER 1.00 X 32451 0 1931 JOHN A PALVINO BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 MARY V PIEHLER BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 JOHN A DEPETERS BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 RONALD A PLUTA BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 M KEVIN DUGAN BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 WANDA POLISSENI BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 C MCCOLLISTER EVARTS MD BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 MICHAEL C GOONAN BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 JAMES P GROWNEY BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 WILLIAM M HUGHES BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 PHILIP H YAWMAN BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 VICTOR E SALERNO CHAIR 1.00 X X 0 0 0 CHRISTOPHER C BOOTH BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 PAUL H HEWITT BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 ELIZABETH MULLIN-DIPROSA BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 DIANA L NOLE BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 FERDINAND J SMITH BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 REV THOMAS ROSICA CSB BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 DANIEL J BURNS BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 JILL KNITTEL BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 MICHAEL A O'CONOR BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 WILLIAM JPELLICANO BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 JANICE C LOSS BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 JACQUELINE DISTEFANO CFO AND VP OF FINANCE 35.00 X 203739 0 19828 RICHARD DEJESUS-RUEFF VP STUDENT AFFAIRS AND DIV 35.00 X 174402 0 24880 IAN NEWBOULD PROVOST & DEAN OF THE COLLEGE 35.00 X 74191 0 2782 JOSE PERALES INTERIM VP OF ENROLLMENT 35.00 X 118996 0 21889 CHRISTINE BIRNIE INTERIM DEAN, SCHOOL OF PHARMACY 35.00 X 215130 0 22716 DIANNE C COONEY MINER DEAN, SCHOOL OF NURSING 35.00 X 199521 0 28373 RAYMOND SHADY INTERIM DEAN, SCHOOL OF BUSINESS 35.00 X 150387 0 25024 DONALD BAIN PRESIDENT EMERITUS 35.00 X 491914 0 36335 JUDY GRAHAM PROFESSOR 35.00 X 233233 0 11746 DAVID S PATE DEAN, SCHOOL OF ARTS & SCIENCES 35.00 X 162130 0 25703 RANDALL KRIEG PROVOST 35.00 X 187005 0 52631 HERMANT SASHITTAL PROFESSOR 35.00 X 174818 0 14356 2699693 0 322724 93 0 1 0 LECHASE CONSTRUCTION SERVICES 205 INDIGO CREEK DR ROCHESTER NY 14626 CONSTRUCTION FIRM 8370663 JAY MARKETING & COMMUNICATIONS LLC 170 LINDEN OAKS ROCHESTER NY 146282836 MARKETING 803376 NIXON PEABODY LLP CLINTON SQUARE PO BOX NY 14603 ATTORNEYS 481339 RUFFALO NOEL LEVITZ LLC 1025 KIRKWOOD PKWY SW CEDAR RAPIDS IA 524048629 TECHNOLOGY SOLUTIONS 380846 LLOYD MECHANICAL CO LLC 214 HAMLIN PARMA TOWNLINE RD HILTON NY 144689513 MECHANICAL CONTRACTOR 327550 5 98350 3195111 4046978 7340439 TUITION & FEES 611600 122285607 122285607 FACILITIES RENTAL 532000 523446 104300 419146 CHILD CARE 624410 393133 393133 BUFFALO BILLS CAMP 900099 307237 307237 MISCELLANEOUS 713940 23008 16419 6589 123532431 1331782 1331782 8888052 8692144 195908 195908 195908 200176 98350 234631 -34455 -34455 MISCELLANEOUS 532000 2277791 2277791 RESEARCH AND CONTRACT REVENUE 611600 212465 212465 PARKING PERMITS/TICKETS 611600 137960 137960 223575 223575 2851791 135217896 125137398 427956 2312103 33813148 33813148 1977846 1198243 502578 277025 42981371 26227078 15661488 1092805 2625856 1605696 954502 65658 5883655 3584908 2130174 168573 3372556 2057259 1214120 101177 367233 367233 74100 74100 218671 133389 78722 6560 1095720 668389 394459 32872 1112827 678824 400618 33385 3650220 2226634 1314079 109507 2693698 1643156 969731 80811 2355799 1437037 848088 70674 1948690 1188701 701528 58461 677390 413208 243860 20322 2327777 1419944 838000 69833 8084871 4931771 2910554 242546 608592 371241 219093 18258 FOOD SERVICE 6353544 3875662 2287276 190606 SPECIAL PROGRAMS & OTHE 1614198 984661 581111 48426 REPAIRS & MAINTENANCE 1096261 668719 394654 32888 RECRUITMENT 524871 320171 188954 15746 813506 496239 292862 24405 126272400 89944078 33567784 2760538 23260846 27130951 5488195 3641237 5866956 4647323 3365171 3206476 3059033 3207334 255010977 115975636 135850343 139035341 72812283 74022564 12289029 9035907 261991856 263927133 16265053 14632972 7375548 7484865 52833165 50283940 1852899 1556208 4339593 4278589 82666258 78236574 X 148529967 154916138 16913628 16277844 13882003 14496577 179325598 185690559 261991856 263927133 8945496 -2580535 0 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X 0 1 389468 32935 422403 0 73352093 3525337 -1121153 1013789 904993 73837495 69358525 2631309 2948736 740700 845777 73352093 60219660 3080272 7622088 794448 769047 69358525 50501067 2179318 8856367 627761 689331 60219660 51379430 2064356 -1703137 569534 670048 50501067 0.66070 0.19630 0.14300 0 0 5078763 5078763 170976434 60752980 110223454 12045869 4083145 7962724 57430654 43121157 14309497 9479257 8018354 1460903 139035341 US GOVERNMENT GRANTS REFUNDABLE 3547064 LIABILITY FOR CONDITIONAL ASSET RETIREMENT OBLIGATION 731525 4278589 PART III, LINE 1A: COLLECTION ITEMS IN THE COLLEGE'S ART COLLECTION ARE HELD FOR PUBLIC EXHIBITION, EDUCATION OR RESEARCH IN FURTHERANCE OF PUBLIC SERVICE AND ARE NOT CAPITALIZED. CONTRIBUTIONS OF COLLECTION ITEMS ARE NOT RECOGNIZED IN THE STATEMENT OF ACTIVITIES. ALL PROCEEDS FROM THE SALE OF COLLECTION ITEMS ARE USED TO ACQUIRE OTHER ITEMS FOR THE COLLECTION. PART III, LINE 4: COLLECTION ITEMS IN THE COLLEGE'S ART COLLECTION ARE HELD FOR PUBLIC EXHIBITION, EDUCATION OR RESEARCH IN FURTHERANCE OF PUBLIC SERVICE. PART V, LINE 4: THE COLLEGE'S INTENDED USE FOR THEIR ENDOWMENT FUNDS IS TO PROVIDE INCOME FOR THE COLLEGE'S OPERATING EXPENSES, INCLUDING SCHOLARSHIPS AND GRANTS. 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 COLLEGE DOES NOT PUBLISH ITS NON DISCRIMINATORY POLICY IN PRINT OR MEDIA. INSTEAD, THE POLICY IS PUBLISHED IN BOTH THE GRADUATE AND UNDERGRADUATE BULLETINS AND APPLICATIONS FOR ADMISSIONS. SCHEDULE E, PART I, LINE 6 THE COLLEGE RECEIVES FEDERAL AND STATE AID TO BE USED AS SCHOLARSHIPS AND FELLOWSHIPS FOR STUDENTS WHO MEET ELIGIBILITY QUALIFICATIONS. SCHOLARSHIP GOLF TOURNAMENT 247487 93350 154137 3400 76098 14410 ACCOUNTING AWARDS DINNER 25430 5000 20430 20888 895 2 25609 25609 118940 298526 98350 200176 3400 96986 134245 234631 -34455 1 1 INSTITUTIONAL SCHOLARSHIPS 4060 26164132 FMV ENDOWED SCHOLARSHIPS 566 1159260 FMV DONOR RESTRICTED SCHOLARSHIPS 125 233987 FMV NEW YORK STATE GRANTS 15 43860 FMV TUITION EXCHANGE 25 452562 FMV HEOP/SJFC GRANT 76 392656 FMV TUITION WAIVERS 469 2099293 FMV RESIDENT ASSISTANT 49 499184 FMV ROOM GRANTS 960 2298942 FMV FEDERAL GRANTS 271 469272 FMV PART I, LINE 2: A LIST OF SCHOLARSHIP AND FELLOWSHIP RECIPIENTS IS ON FILE AT ST. JOHN COLLEGE AND IS AVAILABLE UPON REQUEST. THE COLLEGE RUNS AN ACADEMIC PROGRESS REPORT EVERY YEAR TO DETERMINE EACH STUDENT'S AID ELIGIBILITY. ALTHOUGH THERE MAY BE RECIPIENTS WHO ARE RELATED TO PERSONS HAVING INTEREST IN THE INSTITUTION, SUCH RECIPIENTS ARE SELECTED ON AN EQUAL, OBJECTIVELY DETERMINABLE BASIS WITH OTHER RECIPIENTS. THAT IS, ALL STUDENTS RECEIVING SCHOLARSHIPS AND FELLOWSHIPS ARE JUDGED WORTHY ON THE BASIS OF ACADEMIC ACHIEVEMENT, FINANCIAL NEED, AND OTHER SIMILAR STANDARDS. X X X X 1 1 X X X 1 0 0 0 0 0 0 0 0 GERARD J ROONEY PHD PRESIDENT 274455 0 0 0 7321 0 21200 0 13330 0 316306 0 0 0 JACQUELINE DISTEFANO CFO AND VP OF FINANCE 203687 0 0 0 52 0 16092 0 3736 0 223567 0 0 0 RICHARD DEJESUS-RUEFF VP STUDENT AFFAIRS AND DIV 174350 0 0 0 52 0 14163 0 10717 0 199282 0 0 0 CHRISTINE BIRNIE INTERIM DEAN, SCHOOL OF PHARMACY 215130 0 0 0 0 0 11261 0 11455 0 237846 0 0 0 DIANNE C COONEY MINER DEAN, SCHOOL OF NURSING 199521 0 0 0 0 0 15094 0 13279 0 227894 0 0 0 RAYMOND SHADY INTERIM DEAN, SCHOOL OF BUSINESS 150387 0 0 0 0 0 11741 0 13284 0 175412 0 0 0 DONALD BAIN PRESIDENT EMERITUS 473650 0 0 0 18264 0 21200 0 15135 0 528249 0 0 0 JUDY GRAHAM PROFESSOR 233233 0 0 0 0 0 7103 0 4643 0 244979 0 0 0 DAVID S PATE DEAN, SCHOOL OF ARTS & SCIENCES 162130 0 0 0 0 0 12971 0 12732 0 187833 0 0 0 RANDALL KRIEG PROVOST 186953 0 0 0 52 0 14116 0 38516 0 239637 0 0 0 HERMANT SASHITTAL PROFESSOR 174818 0 0 0 0 0 11294 0 3062 0 189174 0 0 0 PART I, LINE 4A JUDY GRAHAM, PROFESSOR, RECEIVED A SEVERANCE PAYMENT IN THE AMOUNT OF $145,500. A MONROE COUNTY INDUSTRIAL DEVELOPMENT CORP 510188852 61075TAR9 2011-05-26 13712491 REFUND SERIES 2008 BONDS ISSUED IN NOV. 25, 2008 AND REISSUED OCT. 16, 2009. 0 0 0 B MONROE COUNTY INDUSTRIAL DEVELOPMENT CORP 510188852 61075TDS4 2012-06-01 26302067 REFUND 1999 SERIES ISSUED 6/29/99 AND REFUND 2001 SERIES ISSUED 6/21/01. 0 0 0 C MONROE COUNTY INDUSTRIAL DEVELOPMENT CORP 510188852 61075TKC1 2014-03-26 17863924 NEW ACADEMIC/ATHLETIC BUILDINGS AND DEFERRED MAINTENANCE ON EXISTING BLDGS. 0 0 0 A 1580000 13714850 1071918 198225 12444165 543 2011 1 0 1 1 B 4920000 26303577 374193 25927873 1511 2012 1 0 1 1 C 255000 17868754 262746 13910988 3695021 2017 0 0 0 1 A 1 1 1 1 0 0.06780 0.00000 0.06780 0 0 0 C 1 0 1 1 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 A 0 B 0 C 0 SCHEDULE K, PART III, LINE 4, COLUMN A SOME OF THE USES REPORTED HERE CAN BE CLASSIFIED AS BOTH PRIVATE BUSINESS USE AND UNRELATED BUSINESS USE. THE UNRELATED BUSINESS USE PORTION IS PROPERLY REPORTED ON FORM 990-T. SCHEDULE K, PART II, LINE 3 THE AMOUNT THE TOTAL PROCEEDS OF THE ISSUE OF THE BONDS DIFFERS FROM THE ISSUE PRICE SHOWN IN PART I, COLUMN (E) DUE TO INTEREST EARNINGS. 17000 MERIT- BASED SCHOLARSHIPS MERIT- BASED SCHOLARSHIPS R WAYNE LECHASE BOARD OF TRUSTEES MEMBER 3286587 CONSTRUCTION SERVICES 0 JOHN DEPETERS BOARD OF TRUSTEES MEMBER 105941 GROCERY/FOOD 0 CHRISTOPHER BOOTH BOARD OF TRUSTEES MEMBER 5035836 HEALTH INSURANCE 0 FERDINAND J SMITH BOARD OF TRUSTEES MEMBER 945037 ADVERTISING 0 X 18 704982 FAIR MARKET VALUE X 1 985000 APPRAISAL REPORT AND CLO 0 1 0 FORM 990, PART VI, SECTION A, LINE 2 IN CONJUNCTION WITH THE COLLEGE'S ANNUAL CONFLICT OF INTEREST DISCLOSURE THE COLLEGE ASKS THE QUESTION "DO YOU HAVE A BUSINESS RELATIONSHIP WITH OTHER TRUSTEES ON THE BOARD." FORM 990, PART VI, SECTION B, LINE 11 THE 990 IS EXTENSIVELY REVIEWED BY THE FINANCE AND AUDIT COMMITTEES AND POSTED ONTO THE INTRANET FOR BOARD OF TRUSTEE REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICTS COMMITTEE OF THE BOARD OF TRUSTEES OVERSEES AND ENFORCES COMPLIANCE WITH THE POLICY. FORM 990, PART VI, SECTION B, LINE 15 PRESIDENT AND CABINET MEMBERS: AGGREGATE DATA AND TRENDS ARE FORWARDED TO THE EXECUTIVE COMMITTEE OF THE BOARD WHO MAKES THE FINAL APPROVAL OF SALARY AND BENEFIT ADJUSTMENTS. DEANS AND KEY EMPLOYEES: THE DIRECTOR OF HUMAN RESOURCES COLLECTS MARKET DATA FOR THE IDENTIFIED POSITIONS AND REVIEWS WITH THE PRESIDENT AND CABINET MEMBERS WHO ARE RESPONSIBLE FOR APPROVING THE SALARY ADJUSTMENTS. FORM 990, PART VI, SECTION C, LINE 19 ALL FORMS REQUESTED WILL BE MADE AVAILABLE AT THE ST. JOHN FISHER COLLEGE CONTROLLER'S OFFICE DURING NORMAL BUSINESS HOURS. IF FEASIBLE, SJFC MAY ALSO ELECT TO FULFILL THE REQUEST IN A PDF VERSION. SJFC PRIME CARE LLC 3690 EAST AVENUE ROCHESTER NY 14618 455594499 TO ADMINISTER GRANTS IN HEALTH-RELATED ACADEMIC PROGRAMS. NY 108572 295309 ST JOHN FISHER COLLEGE ST JOHN FISHER REAL ESTATE LLC 3690 EAST AVENUE ROCHESTER NY 14618 160746864 TO ASSUME TITLE AND CERTAIN PROPERTY FROM THE COLLEGE NY 0 0 ST JOHN FISHER COLLEGE