2015-04-15T10:56:38-05:00 2014-05-31 161131146 BONADIO & CO LLP 171 SULLYS TRAIL SUITE 201 PITTSFORD NY 14534 990 2013-06-01 160746864 ST JOHN FISHER COLLEGE STJO 5853858000 3690 EAST AVENUE ROCHESTER NY 14618 JACQUELINE DISTEFANO VP OF FINANCIAL AFFAIRS 5853858000 2015-04-15 1 JEAN CLOSE P01346943 5853811000 2013 2016-02-25 16:41:14Z DR DONALD E BAIN 3690 EAST AVENUE ROCHESTER NY 14618 136725850 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. 36 34 2070 0 387705 -21998 5729496 6885704 112907598 116836976 2916376 2686963 1095370 2575430 122648840 128985073 29826220 31201016 0 0 51494018 53592343 0 0 2559221 30500968 32359988 111821206 117153347 10827634 11831726 222742169 254376895 68419392 82979545 154322777 171397350 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 52185778 31201016 100733118 INSTRUCTION: TO GIVE INSTRUCTION IN LIBERAL ARTS COURSES LEADING TO THE DEGREES OF BA, BS, BBA, MASTER SCIENCE, MBA, AND PHARM D. 8638351 INSTITUTIONAL SUPPORT: TO SUPPORT THE INSTRUCTION FUNCTION. 9083258 15044566 AUXILIARY ENTERPRISES: TO SUPPORT THE INSTRUCTION FUNCTION. 13331094 2629788 ACADEMIC SUPPORT & STUDENT SERVICES: TO SUPPORT THE INSTRUCTION FUNCTION. 13331094 2629788 83238481 1 1 0 0 0 0 0 1 1 1 1 0 0 1 1 1 0 1 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 1 1 1 0 1 0 0 0 1 0 0 0 0 1 5331 0 1 2070 1 1 1 0 0 0 0 1 1 0 0 0 0 X 36 34 0 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 348788 0 45783 JOSE J CORONAS BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 MARTIN MUCCI 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: BOARD OF TRUST 1.00 X X 0 0 0 THOMAS G BOWLES BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 R WAYNE LECHASE BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 RUSSELL H BRANDON BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 CHARLES A CONSTANTINO 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 30165 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 VICTOR E SALERNO CHAIR: BOARD OF TRUST 1.00 X X 0 0 0 CHRISTOPHER C BOOTH BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 CAROL ANTHONY JOHN DAVIDSON BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 RONALD E HERMANCE 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 JACQUELINE DISTEFANO VP FOR FINANCE & BUSINESS 35.00 X 188677 0 21087 GERARD ROONEY SR VP OF ENROLLMENT MANAGE 35.00 X 229639 0 40286 RICHARD DEJESUS-RUEFF VP STUDENT AFFAIRS AND DIV 35.00 X 156745 0 22413 RANDALL KRIEG PROVOST 35.00 X 84641 0 25965 SCOTT A SWIGART DEAN, SCHOOL OF PHARMACY 35.00 X 247490 0 50850 DIANNE C COONEY MINER DEAN, SCHOOL OF NURSING 35.00 X 176881 0 25121 DAVID MARTIN DEAN, SCHOOL OF BUSINESS 35.00 X 188064 0 19661 DAVID S PATE DEAN, SCHOOL OF ARTS & SCH 35.00 X 151139 0 25045 JASON J BERMAN PROFESSOR 35.00 X 194277 0 25838 MARY S COLLINS PROFESSOR, NURSING 35.00 X 161095 0 15378 HERMANT SASHITTAL PROFESSOR 35.00 X 139849 0 12782 MARILYN DOLLINGER ASSC DEAN FOR ACADEMIC AFFAIRS 35.00 X 134239 0 13195 MICHAEL W WISCHNOWSKI DEAN, SCHOOL OF EDUCATION 35.00 X 140058 0 34340 2571747 0 377744 41 0 1 0 LECHASE CONSTRUCTION SERVICES 300 TROLLEY BLVD ROCHESTER NY 14606 CONSTRUCTION SERVICES 10057139 NIXON PEABODY LLP PO BOX 31051 ROCHESTER NY 14603 ATTORNEYS 364907 2 128757 4855219 1901728 73036 6885704 TUITION & FEES 611600 115777684 115777684 BUFFALO BILLS CAMP 900099 341137 341137 CHILD CARE 624410 335897 335897 FACILITIES RENTAL 532000 326784 0 326784 MISCELLANEOUS 713940 29755 20849 8906 25719 25719 116836976 1296445 1296445 8883423 7492905 1390518 1390518 1390518 193514 128757 247872 -54358 -54358 MISCELLANEOUS 532000 2382667 2382667 PARKING PERMITS/TICKETS 611600 161007 161007 RESEARCH AND CONTRACT REVENUE 611600 40381 40381 45733 45733 2629788 128985073 118407472 387705 3304192 31201016 31201016 2252837 1192862 619186 440789 40062947 24603797 14582172 876978 2394882 1471070 873548 50264 5564005 3399820 2023976 140209 3317672 2023780 1194362 99530 483607 483607 79312 79312 208192 126997 74949 6246 1004461 612721 361606 30134 1303906 795383 469406 39117 3310667 2019507 1191840 99320 2478993 1512186 892437 74370 2270972 1385293 817550 68129 1842927 1124185 663454 55288 626158 381956 225417 18785 1561038 952233 561974 46831 7248203 4421404 2609353 217446 453454 276607 163243 13604 FOOD SERVICE 5945678 3626864 2140444 178370 SPECIAL PROGRAMS & OTHE 1505944 918626 542140 45178 REPAIRS & MAINTENANCE 1118165 682081 402539 33545 MEMBERSHIPS AND AWARDS 345420 210706 124351 10363 572891 299387 258779 14725 117153347 83238481 31355645 2559221 19691185 17440222 6735435 5968540 8110785 5960697 3160420 3477812 2524687 2862171 227910545 100418367 117626591 127492178 60000625 69299481 4892441 21875794 222742169 254376895 14262749 14418412 7697941 6928120 42006004 57197823 4452698 4435190 68419392 82979545 X 125589995 140944071 15916319 17208154 12816463 13245125 154322777 171397350 222742169 254376895 11831726 5242847 0 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X 0 0 0 60219660 2316025 7622088 794448 4800 69358525 50501067 863687 8856367 1461 60219660 51379430 856884 -1703137 32110 50501067 42061120 1016466 8350299 48455 51379430 36842822 779927 5990451 1552080 42061120 0.64000 0.19100 0.16900 0 0 4852663 4852663 151446108 52563598 98882510 8970517 3388832 5581685 50176962 37188320 12988642 12464295 7277617 5186678 127492178 ASSETS WHOSE USE IS LIMITED 21875794 21875794 US GOVERNMENT GRANTS REFUNDABLE 3547064 LIABILITY FOR CONDITIONAL ASSET RETIREMENT OBLIGATION 888126 4435190 X 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. PART X, LINE 2: THE COLLEGE HAS BEEN RECOGNIZED BY THE IRS AS AN ORGANIZATION EXEMPT FROM INCOME TAXES PURSUANT TO SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE COLLEGE HAS ALSO BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. FOR TAX-EXEMPT ENTITIES, THEIR TAX-EXEMPT STATUS ITSELF IS DEEMED TO BE AN UNCERTAINTY, SINCE EVENTS COULD POTENTIALLY OCCUR TO JEOPARDIZE THEIR TAX-EXEMPT STATUS. AS OF MAY 31, 2014, THE ORGANIZATIONS DID NOT HAVE A LIABILITY FOR UNRECOGNIZED TAX BENEFITS. THE COLLEGE FILES TAX RETURNS IN THE U.S. FEDERAL JURISDICTION AND NEW YORK STATE. THE COLLEGE IS NO LONGER SUBJECT TO U.S. FEDERAL AND STATE INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS THROUGH 2010. 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 251578 125017 126561 4254 79295 16913 ACCOUNTING AWARDS DINNER 17090 17090 14653 3235 4 53603 3740 49863 129522 322271 128757 193514 4254 93948 149670 247872 -54358 1 INSTITUTIONAL SCHOLARSHIPS 4028 24501370 FMV ENDOWED SCHOLARSHIPS 441 909009 FMV DONOR RESTRICTED SCHOLARSHIPS 128 187538 FMV NEW YORK STATE GRANTS 25 124340 FMV TUITION EXCHANGE 25 409373 FMV HEOP/SJFC GRANT 73 294295 FMV TUITION WAIVERS 473 1905069 FMV RESIDENT ASSISTANT 48 433649 FMV ROOM GRANTS 865 2090333 FMV FEDERAL GRANTS 203 346040 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 0 0 0 0 0 0 0 0 0 DONALD E BAIN PRESIDENT 342441 0 0 0 6347 0 20400 0 25383 0 394571 0 0 0 JACQUELINE DISTEFANO VP FOR FINANCE & BUSINESS 183789 0 0 0 4888 0 14525 0 6562 0 209764 0 0 0 GERARD ROONEY SR VP OF ENROLLMENT MANAGE 223376 0 0 0 6263 0 17799 0 22487 0 269925 0 0 0 RICHARD DEJESUS-RUEFF VP STUDENT AFFAIRS AND DIV 156745 0 0 0 0 0 12661 0 9752 0 179158 0 0 0 SCOTT A SWIGART DEAN, SCHOOL OF PHARMACY 247490 0 0 0 0 0 20192 0 30658 0 298340 0 0 0 DIANNE C COONEY MINER DEAN, SCHOOL OF NURSING 176881 0 0 0 0 0 13405 0 11716 0 202002 0 0 0 DAVID MARTIN DEAN, SCHOOL OF BUSINESS 188064 0 0 0 0 0 14829 0 4832 0 207725 0 0 0 DAVID S PATE DEAN, SCHOOL OF ARTS & SCH 151139 0 0 0 0 0 12530 0 12515 0 176184 0 0 0 JASON J BERMAN PROFESSOR 194277 0 0 0 0 0 12601 0 13237 0 220115 0 0 0 MARY S COLLINS PROFESSOR, NURSING 161095 0 0 0 0 0 10844 0 4534 0 176473 0 0 0 HERMANT SASHITTAL PROFESSOR 139849 0 0 0 0 0 9983 0 2799 0 152631 0 0 0 MICHAEL W WISCHNOWSKI DEAN, SCHOOL OF EDUCATION 140058 0 0 0 0 0 10862 0 23478 0 174398 0 0 0 A MONROE COUNTY INDUSTRIAL DEVELOPMENT CORP 510188852 61075TAR9 2011-05-26 13712491 REFUND SERIES 2008 BONDS ISSUED IN NOVEMBER 2008 0 0 0 B MONROE COUNTY INDUSTRIAL DEVELOPMENT CORP 510188852 61075TDS4 2012-06-01 26302066 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 MAINTENENCE ON EXISTING BLDG. 0 0 0 A 830000 13713188 1071338 198225 12443625 2011 1 0 1 1 B 1595000 26302564 374193 25928371 2012 1 0 1 1 C 17864329 262745 17601584 2017 0 0 0 1 A 1 1 1 1 0 0.00040 0.05480 0.05520 0 0 0 B 1 1 1 1 0 0.00000 0.00000 0.00000 0 0 0 C 0 0 1 0 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 PART II, LINE 3 EXCESS ABOVE ISSUANCE PRICE IN PART I, COLUMN (E) REPRESENTS INVESTMENT EARNINGS. 22790 DISCOUNTED TUITION DISCOUNTED TUITION 17870 DISCOUNTED TUITION R WAYNE LECHASE BOARD OF TRUSTEES MEMBER 8281554 CONSTRUCTION SERVICES 0 CHRISTOPHER BOOTH BOARD OF TRUSTEES MEMBER 5168637 HEALTH INSURANCE 0 FERDINAND J SMITH BOARD OF TRUSTEES MEMBER 897453 ADVERTISING 0 X 10 73036 FAIR MARKET VALUE 0 0 1 0 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. 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: A THIRD PARTY CONSULTANT IS HIRED TO COLLECT COMPENSATION AND BENEFIT DATA FROM PEER INSTITUTIONS IDENTIFIED BY THE COLLEGE. THIS IS COORDINATED BY THE DIRECTOR 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 ST JOHN FISHER COLLEGE SJFC PRIME CARE LLC 3690 EAST AVENUE ROCHESTER NY 14618 455594499 TO ADMINISTER GRANTS IN HEALTH-RELATED ACADEMIC PROGRAMS. NY 84823 287012 ST JOHN FISHER COLLEGE