2013-01-24T14:11:31-06:00 2012-06-30 161375790 DEJOY KNAUF & BLOOD LLP 39 STATE STREET SUITE 600 ROCHESTER NY 14614 990 2011-07-01 160743904 AQUINAS INSTITUTE OF ROCHESTER AQUI 5852542020 1127 DEWEY AVENUE ROCHESTER NY 14613 MICHAEL DALEY 5852542020 2013-01-16 1 TIMOTHY P THANEY CPA P01231250 5855461840 2013-01-16 2011 2016-02-25 16:41:14Z MICHAEL DALEY 1127 DEWEY AVENUE ROCHESTER NY 146131398 8506227 0 X WWW.AQUINASINSTITUTE.COM X 1902 NY THE AQUINAS INSTITUTE OF ROCHESTER IS A CATHOLIC, PRIVATE, COLLEGE PREPARATORY, CO-EDUCATIONAL SCHOOL EDUCATING IN THE TRADITION OF THE BASILIAN FATHERS. THE MISSION OF THE SCHOOL IS TO TEACH ALL STUDENTS GOODNESS, DISCIPLINE, AND KNOWLEDGE, SUPPORTED THROUGH GOSPEL VALUES, WITHIN A COMPREHENSIVE CURRICULAR AND CO-CURRICULAR PROGRAM THAT WILL PREPARE THE STUDENTS (GRADES 7 THROUGH 12) TO BE RESPONSIBLE AND CARING CITIZENS. 17 15 218 25 0 0 976290 986610 7074302 6610635 1286 582 834369 833443 8886247 8431270 540617 366867 0 0 6383711 6240506 0 0 468642 3648023 3476256 10572351 10083629 -1686104 -1652359 18116685 16593392 1934691 2017939 16181994 14575453 X THE AQUINAS INSTITUTE OF ROCHESTER IS A CATHOLIC, PRIVATE, COLLEGE PREPARATORY, CO-EDUCATIONAL SCHOOL EDUCATING IN THE TRADITION OF THE BASILIAN FATHERS. THE MISSION OF THE SCHOOL IS TO TEACH ALL STUDENTS GOODNESS, DISCIPLINE, AND KNOWLEDGE, SUPPORTED THROUGH GOSPEL VALUES, WITHIN A COMPREHENSIVE CURRICULAR AND CO-CURRICULAR PROGRAM THAT WILL PREPARE THE STUDENTS TO BE RESPONSIBLE AND CARING CITIZENS. 0 0 7648422 366867 7362833 THE RESOURCES AND FACILITIES AT THE AQUINAS INSTITUTE OFFER STUDENTS STATE-OF-THE-ART EDUCATION IN A TRADITIONAL AND HISTORICAL SETTING. WITH OVER $20 MILLION IN FACILITY IMPROVEMENTS SINCE 2003, INCLUDING THE LATEST IN COMPUTER TECHNOLOGY, A NEW FINE ARTS CENTER AND A NEW ATHLETIC COMPLEX, THE CAMPUS AT AQUINAS HAS BEEN MODERNIZED TO ENHANCE OUR STUDENTS EXPERIENCE. AQUINAS STUDENTS ARE OFFERED NUMEROUS OPPORTUNITIES TO GROW EDUCATIONALLY, SOCIALLY AND SPIRITUALLY TO PREPARE THEM FOR COLLEGE AND BEYOND.DURING THE YEAR ENDED JUNE 30, 2012, THE AQUINAS INSTITUTE PROVIDED EDUCATION TO 869 STUDENTS IN BOTH THE SENIOR AND JUNIOR HIGH SCHOOLS. FINANCIAL AID OF OVER $880,000 WAS AWARDED TO 440 STUDENTS AND 153 STUDENTS GRADUATED FROM THE HIGH SCHOOL. 7648422 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 1 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 20 0 1 218 1 0 0 0 0 0 1 1 0 0 0 0 0 X 17 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X ERIN GOERKE 5852542020 1127 DEWEY AVENUE ROCHESTER NY 146131398 MICHAEL DALEY 40.00 X X 122198 0 14526 MICHAEL NUCCITELLI 2.00 X X 0 0 0 THERESA A CONROY 2.00 X X 0 0 0 THEODORE MANCINI 40.00 X 76094 0 4500 ROBERT N PORRETTI 2.00 X X 0 0 0 REV ALBERT CYLWICKI 1.00 X 0 0 0 PAUL HANEY 1.00 X 0 0 0 REV LEO HETZLER 1.00 X 0 0 0 GARY MOXLEY 1.00 X 0 0 0 PAUL ROLAND 1.00 X 0 0 0 REV NORMAN TANCK 1.00 X 0 0 0 JACQUELINE THOMAS 1.00 X 0 0 0 RAYMOND SHEA 1.00 X 0 0 0 EUGENE OBERST 1.00 X 0 0 0 THOMAS CRILLY 1.00 X 0 0 0 SR MARY LOU MITCHELL 1.00 X 0 0 0 SR MONICA WEIS 1.00 X 0 0 0 198292 0 19026 1 0 0 0 JACOBSTEIN 15 AIRLINE DRIVE ROCHESTER NY 14624 FOOD SERVICES 127880 1 483926 502684 986610 TUITION 611710 5324239 5324239 FOUNDATION FINANCIAL A 611710 787550 787550 SCHOLARSHIPS / FINANCI 611710 415575 415575 TEXTBOOK FEES 611710 32949 32949 DRIVERS EDUCATION 611710 21500 21500 28822 28822 6610635 582 582 156784 74957 81827 81827 FOOD SALES 611110 427992 427992 BOOK STORE 452000 67804 67804 YEARBOOKS 511130 42122 42122 213698 213698 751616 8431270 7362833 0 81827 366867 366867 300721 94500 206221 4876657 3667729 940897 268031 191210 138946 42365 9899 487544 354282 108022 25240 384374 279312 85163 19899 19078 19078 19456 19456 374709 103536 205351 65822 28389 4825 15608 7956 2361 2361 264665 251432 13233 11521 822 10699 1769420 1680949 88471 56287 56287 PROGRAM - ACTIVITIES 468618 468618 ATHLETICS 132127 132127 PRINTING AND PUBLICATIO 27243 27243 TEXTBOOK PURCHASES 14851 14851 287531 89626 164052 33853 10083629 7648422 1966565 468642 43620 232581 27716 81317 20100 8037 17600 22797 118994 84933 30283703 14274907 17735635 16008796 153020 154931 18116685 16593392 205414 204985 231267 251753 1360389 1205522 137621 355679 1934691 2017939 X 16181994 14575453 16181994 14575453 18116685 16593392 X -1652359 45818 X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 13097097 382838 160323 1130282 60497 12449479 8776597 3372991 1792992 751643 58877 34963 13097097 7593392 1345982 860786 519461 478893 25209 8776597 7992837 607685 -360468 618662 28000 7593392 0.00000 0.61420 0.38580 1 1 1 344087 344087 27684682 12367554 15317128 2102527 1806069 296458 152407 101284 51123 16008796 DUE TO AFFILIATE 251363 AGENCY ACCOUNTS HELD 75948 CAPITAL LEASE 28368 355679 8431270 10083629 -1652359 45818 45818 -1606541 8506227 74957 74957 8431270 0 8431270 10158586 74957 74957 10083629 0 10083629 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: ENDOWMENT FUNDS ARE HELD BY THE AQUINAS INSTITUTE FOUNDATION TO SUPPORT THE EDUCATIONAL MISSION OF THE AQUINAS INSTITUTE THROUGH FINANCIAL AID, SCHOLARSHIPS, CAPITAL IMPROVEMENTS AND OTHER ACTIVITIES. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: INCOME TAXES - THE SCHOOL IS AN EXEMPT ORGANIZATION UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). THE SCHOOL HAS BEEN CLASSIFIED AS ENTITY THAT IS NOT A PRIVATE FOUNDATION. THE SCHOOL IS REQUIRED TO FILE ANNUAL RETURNS WITH FEDERAL AND NEW YORK STATE TAXING AUTHORITIES. AS OF JUNE 30, 2012, THESE FEDERAL AND STATE INCOME TAX RETURNS ARE NO LONGER SUBJECT TO EXAMINATION BY THE RESPECTIVE AUTHORITIES FOR TAX YEARS PRIOR TO 2009. MANAGEMENT HAS DETERMINED THAT THE SCHOOL HAS NO UNCERTAIN TAX POSITIONS, INCLUDING THE TAX EXEMPT STATUS OF THE ORGANIZATION AS OF JUNE 30, 2012. PART XI, LINE 8 - OTHER ADJUSTMENTS: TRANSFER FROM THE AQUINAS INSTITUTE FOUNDATION, INC. 45,818. PART XII, LINE 2D - OTHER ADJUSTMENTS: MAGAZINE DRIVE AND GOLF TOURNAMENT EXPENSES 74,957. PART XIII, LINE 2D - OTHER ADJUSTMENTS: MAGAZINE DRIVE AND GOLF TOURNAMENT EXPENSES 74,957. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION SCHEDULE E, PART I, LINE 3 THE SCHOOL ADVERTISES ITS NONDISCRIMINATION POLICY TWICE A YEAR IN THE MAJOR LOCAL NEWSPAPERS EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE SCHEDULE E, PART I, LINE 6 SCHOOL RECEIVES REIMBURSEMENT FROM NYS FOR MANDATED SERVICES PROVIDED MAGAZINE DRIVE 87174 87174 57866 GOLF TOURNAMENT 69610 69610 17091 156784 156784 74957 74957 81827 1 TUITION SCHOLARSHIPS AND FINANCIAL AID TO STUDENTS 366867 FMV FINANCIAL AID TO STUDENTS BASED ON INDIVIDUAL NEED APPROVED BY MANAGEMENT AND FINANCIAL AID COMMITTEE PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: FINANCIAL AID IS PROVIDED BASED ON FINANCIAL NEEDS AS DOCUMENTED BY THE STUDENT FAMILIES AND REVIEWED AND AWARDED BY MANAGEMENT OF THE SCHOOL BASED ON INDIVIDUAL NEED. FORM 990, PART VI, SECTION B, LINE 11 A COPY OF THE FORM 990 IS PROVIDED TO AND REVIEWED BY THE FINANCE COMMITTEE OF THE BOARD OF TRUSTEES AND MADE AVAIALABLE TO THE BOARD PRIOR TO THE FILING OF THE FORM. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST STATEMENTS ARE REVIEWED ANNUALLY BY THE SECRETARY OF THE BOARD. ANY KNOWN CONFLICTS ARE ADDRESSED, AS REQUIRED. FORM 990, PART VI, SECTION C, LINE 19 THE FORM 990 IS AVAILABLE AT THE WEBSITE OF GUIDESTAR.ORG. OTHER DOCUMENTATION IS AVAILABLE UPON REQUEST TO THE ADMINISTRATIVE OFFICES. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: TRANSFER FROM THE AQUINAS INSTITUTE FOUNDATION, INC. 45,818. TOTAL TO FORM 990, PART XI, LINE 5: 45,818. THE AQUINAS INSTITUTE FOUNDATION INC 1127 DEWEY AVENUE ROCHESTER NY 14614 161587879 FUNDRAISING NY 501(C)(3) YES N/A 0 0 0 1 0 0 0 0 0 0 0 1 0 1 1 0 0 0 1 THE AQUINAS INSTITUTE FOUNDATION INC C 894345 CASH