2016-03-28T15:36:54-05:00 2015-05-31 161131146 BONADIO & CO LLP 171 SULLYS TRAIL SUITE 201 PITTSFORD NY 14534 990 2014-06-01 160746864 ST JOHN FISHER COLLEGE STJO 5853858000 3690 EAST AVENUE ROCHESTER NY 14618 JACQUELINE DISTEFANO VP OF FINANCIAL AFFAIRS 5853858000 2016-03-26 1 JEAN CLOSE P01346943 5853811000 2014 2016-08-17 19:52:53Z DR GERARD ROONEY 3690 EAST AVENUE ROCHESTER NY 14618 142219069 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. 35 33 2105 0 392713 -1972 6885704 4697190 116836976 119685986 2686963 2961050 2575430 2756387 128985073 130100613 31201016 32386612 0 0 53592343 55274771 0 0 2688953 32359988 34991965 117153347 122653348 11831726 7447265 254376895 261991856 82979545 82666258 171397350 179325598 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 54538696 32386612 102766791 INSTRUCTION: TO GIVE INSTRUCTION IN LIBERAL ARTS COURSES LEADING TO THE DEGREES OF BA, BS, BBA, MASTER SCIENCE, MBA, AND PHARM D. 9139917 INSTITUTIONAL SUPPORT: TO SUPPORT THE INSTRUCTION FUNCTION. 9294728 15859801 AUXILIARY ENTERPRISES: TO SUPPORT THE INSTRUCTION FUNCTION. 14088640 2707412 ACADEMIC SUPPORT & STUDENT SERVICES: TO SUPPORT THE INSTRUCTION FUNCTION. 14088640 2707412 87061981 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 0 1 1 1 0 0 0 0 0 0 1 0 0 1 1 0 0 0 1 0 0 0 0 1 5378 0 1 2105 1 1 1 0 0 0 0 1 1 0 0 0 0 X 35 33 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X MS JACQUELINE DISTEFANO 5853858000 3690 EAST AVENUE ROCHESTER NY 14618 DONALD E BAIN PRESIDENT 35.00 X X 357978 0 40784 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 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 DANIEL N MAXWELL BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 REV ALBERT CYLWICKI CSB BOARD OF TRUSTEES MEMBER 1.00 X 30342 0 0 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 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 BETTY 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 VICTOR E SALERNO CHAIR: BOARD OF TRUSTEES 1.00 X X 0 0 0 JOSE J CORONAS BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 MARTIN K BIRMINGHAM VICE CHAIR: BOARD OF TRUSTEES 1.00 X 0 0 0 WILLIAM J PELLICANO BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 CHARLES A CONSTANTINO BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 CAROL ANTHONY JOHN DAVIDSON BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 R WAYNE LECHASE BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 RICHARD DEJESUS-RUEFF VP STUDENT AFFAIRS AND DIV 35.00 X 163050 0 23358 JACQUELINE DISTEFANO CFO & VP FOR FINANCIAL AFFAIRS 35.00 X 189282 0 18685 RANDALL KRIEG PROVOST & DEAN OF THE COLLEGE 35.00 X 179636 0 35714 GERARD ROONEY EXECVP:ENRLMT,ADVNCMT,PLNNI 35.00 X 233555 0 34270 SCOTT SWIGART DEAN OF THE SCHOOL OF PHARMACY 35.00 X 254524 0 53953 DIANNE C COONEY MINER DEAN, SCHOOL OF NURSING 35.00 X 197577 0 26421 DAVID S PATE DEAN, SCHOOL OF ARTS & SCIENCES 35.00 X 156259 0 26365 MICHAEL WISCHNOWSKI DEAN, SCHOOL OF EDUCATION 35.00 X 147850 0 22404 DAVID KUNSCH ASSISTANT PROFESSOR 35.00 X 144591 0 14678 MARILYN DOLLINGER ASSOC. DEAN FOR ACADEMIC AFFAIRS 35.00 X 141205 0 13543 THOMAS TYSON PROFESSOR 35.00 X 139161 0 17582 J JASON BERMAN PROFESSOR 35.00 X 192262 0 25875 2527272 0 353632 66 0 1 0 LECHASE CONSTRUCTION SERVICES 300 TROLLEY BLVD ROCHESTER NY 14606 CONSTRUCTION SERVICES 7375084 NIXON PEABODY LLP PO BOX 31051 ROCHESTER NY 14603 ATTORNEYS 456401 LLOYD MECHANICAL CO LLC 214 HAMLIN PARMA TOWNLINE RD HILTON NY 144689513 MECHANICAL CONTRACTOR 224939 3 128229 2677496 1891465 451492 4697190 TUITION & FEES 611600 118491204 118491204 FACILITIES RENTAL 532000 463389 100000 363389 CHILD CARE 624410 425516 425516 BUFFALO BILLS CAMP 900099 274164 274164 MISCELLANEOUS 713940 31713 18549 13164 119685986 1697221 1697221 13125037 11861208 1263829 1263829 1263829 170835 128229 257248 -86413 -86413 MISCELLANEOUS 532000 2447597 2447597 PARKING PERMITS/TICKETS 611600 147572 147572 RESEARCH AND CONTRACT REVENUE 611600 125289 125289 122342 122342 2842800 130100613 121334004 392713 3676706 32386612 32386612 2021753 1002631 608828 410294 41538205 25550245 15051358 936602 2488351 1531797 902102 54452 5870242 3585645 2128389 156208 3356220 2047294 1208239 100687 432436 432436 74900 74900 225903 137801 81325 6777 1334469 814027 480408 40034 1097205 669295 394994 32916 3417592 2084730 1230334 102528 2332887 1423061 839839 69987 2339044 1426817 842056 70171 2049289 1250066 737744 61479 661037 403233 237973 19831 2585221 1576985 930679 77557 7679858 4684713 2764749 230396 597869 364700 215233 17936 FOOD SERVICE 6317193 3853488 2274189 189516 SPECIAL PROGRAMS & OTHE 1814040 1106563 653056 54421 REPAIRS & MAINTENANCE 1043133 636311 375528 31294 MEMBERSHIPS AND AWARDS 427537 260798 153913 12826 562352 265169 284142 13041 122653348 87061981 32902414 2688953 17440222 23260846 5968540 5488195 5960697 5866956 3477812 3365171 2862171 3059033 243844839 107994496 127492178 135850343 69299481 72812283 21875794 12289029 254376895 261991856 14418412 16265053 6928120 7375548 57197823 54686064 4435190 4339593 82979545 82666258 X 140944071 148529967 17208154 16913628 13245125 13882003 171397350 179325598 254376895 261991856 7447265 480983 0 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X 0 1 537146 824137 971816 389467 0 69358525 2631309 2948736 740700 845777 73352093 60219660 3085072 7622088 794448 773847 69358525 50501067 2180779 8856367 627761 690792 60219660 51379430 2096466 -1703137 569534 702158 50501067 42061120 2209204 8350299 360448 880745 51379430 0.64000 0.20000 0.16000 0 0 4905563 4905563 155447667 56358308 99089359 10222722 3933984 6288738 53041573 40058773 12982800 20227314 7643431 12583883 135850343 US GOVERNMENT GRANTS REFUNDABLE 3547064 LIABILITY FOR CONDITIONAL ASSET RETIREMENT OBLIGATION 792529 4339593 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 IV, LINE 1B: THE COLLEGE SERVES AS THE AGENT FOR CERTAIN STUDENT FUNDS THAT ARE NOT INCLUDED ON FORM 990 PART X. 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-DISCRIMINATION 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 211950 118529 93421 73855 12696 ACCOUNTING AWARDS DINNER 23745 5000 18745 16768 2031 4 63369 4700 58669 151897 299064 128229 170835 90623 166624 257247 -86412 1 INSTITUTIONAL SCHOLARSHIPS 4005 25152805 FMV ENDOWED SCHOLARSHIPS 477 1011133 FMV DONOR RESTRICTED SCHOLARSHIPS 163 217208 FMV NEW YORK STATE GRANTS 10 43900 FMV FEDERAL GRANTS 243 622057 FMV TUITION EXCHANGE 26 464610 FMV HEOP/SJFC GRANT 70 188496 FMV TUITION WAIVERS 416 1995647 FMV RESIDENT ASSISTANT 53 458665 FMV ROOM GRANTS 987 2232091 FMV PART I, LINE 2: A LIST OF SCHOLARSHIP AND FELLOWSHIP RECIPIENTS IS ON FILE AT ST. JOHN FISHER COLLEGE AND IS AVAILABLE UPON REQUEST. 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 X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 DONALD E BAIN PRESIDENT 349492 0 0 0 8486 0 20800 0 19984 0 398762 0 0 0 RICHARD DEJESUS-RUEFF VP STUDENT AFFAIRS AND DIV 163050 0 0 0 0 0 13222 0 10136 0 186408 0 0 0 JACQUELINE DISTEFANO CFO & VP FOR FINANCIAL AFFAIRS 189282 0 0 0 0 0 14982 0 3703 0 207967 0 0 0 RANDALL KRIEG PROVOST & DEAN OF THE COLLEGE 179636 0 0 0 0 0 14885 0 20829 0 215350 0 0 0 GERARD ROONEY EXECVP:ENRLMT,ADVNCMT,PLNNI 229955 0 0 0 3600 0 18359 0 15911 0 267825 0 0 0 SCOTT SWIGART DEAN OF THE SCHOOL OF PHARMACY 254524 0 0 0 0 0 20798 0 33155 0 308477 0 0 0 DIANNE C COONEY MINER DEAN, SCHOOL OF NURSING 197577 0 0 0 0 0 14100 0 12321 0 223998 0 0 0 DAVID S PATE DEAN, SCHOOL OF ARTS & SCIENCES 156259 0 0 0 0 0 12906 0 13459 0 182624 0 0 0 MICHAEL WISCHNOWSKI DEAN, SCHOOL OF EDUCATION 147650 0 0 0 200 0 11700 0 10704 0 170254 0 0 0 DAVID KUNSCH ASSISTANT PROFESSOR 144591 0 0 0 0 0 9376 0 5302 0 159269 0 0 0 MARILYN DOLLINGER ASSOC. DEAN FOR ACADEMIC AFFAIRS 141205 0 0 0 0 0 10015 0 3528 0 154748 0 0 0 THOMAS TYSON PROFESSOR 139161 0 0 0 0 0 10552 0 7030 0 156743 0 0 0 J JASON BERMAN PROFESSOR 192262 0 0 0 0 0 11967 0 13908 0 218137 0 0 0 A MONROE COUNTY INDUSTRIAL DEVELOPMENT CORP 510188852 61075TAR9 2011-05-26 13712491 REFUND SERIES 2005 BONDS ISSUED IN JANUARY 2005. 0 0 0 B MONROE COUNTY INDUSTRIAL DEVELOPMENT CORP 510188852 61075TDS4 2012-06-01 26302067 REFUND 1999 SERIES ISSUED 1999 AND REFUND 2001 SERIES ISSUED 2001. 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 1200000 13712491 1071811 198225 12442455 2011 1 0 1 1 B 3230000 26302067 374193 25927874 2012 1 0 1 1 C 17868145 262745 10423705 7181695 2017 0 0 0 1 A 1 1 1 1 0 0.00030 0.06850 0.06880 0 0 0 C 1 0 1 1 0 0.00000 0.00000 0.00000 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 II, LINE 3, COLUMN C 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. 54700 DISCOUNTED TUITION DISCOUNTED TUITION 42194 MERIT BASED SCHOLARSHIPS MERIT BASED SCHOLARSHIPS R WAYNE LECHASE BOARD OF TRUSTEES MEMBER 10180610 CONSTRUCTION SERVICES 0 CHRISTOPHER BOOTH BOARD OF TRUSTEES MEMBER 3514938 HEALTH INSURANCE 0 FERDINAND J SMITH BOARD OF TRUSTEES MEMBER 313314 ADVERTISING 0 X 24 451492 FAIR MARKET VALUE 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." 10 TRUSTEES ANSWERED YES TO THIS QUESTION. FORM 990, PART VI, SECTION B, LINE 11 THE 990 IS EXTENSIVELY REVIEWED BY THE AUDIT COMMITTEE AND POSTED ONTO THE INTRANET FOR BOARD OF TRUSTEE REVIEW. 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: EVERY 2-3 YEARS, A THIRD PARTY CONSULTANT IS HIRED TO COLLECT COMPENSATION AND BENEFIT DATA FROM PEER INSTITUTIONS IDENTIFIED BY THE COLLEGE. THIS IS COORDINATED BY THE ASSISTANT VICE PRESIDENT OF HUMAN RESOURCES. THE EXECUTIVE COMPENSATION COMMITTEE REVIEWS THE AGGREGATE DATA AND TRENDS AND FORWARDS THEIR RECOMMENDATIONS 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. ST JOHN FISHER REAL ESTATE LLC 3690 EAST AVENUE ROCHESTER NY 14618 160746864 TO ASSUME TITLE OF CERTAIN PROPERTY FROM THE COLLEGE NY 0 0 ST JOHN FISHER COLLEGE SJFC PRIME CARE LLC 3690 EAST AVENUE ROCHESTER NY 14618 455594499 TO ADMINISTER GRANTS IN HEALTH-RELATED ACADEMIC PROGRAMS. NY 0 0 ST JOHN FISHER COLLEGE