2012-05-09T15:47:17-05:00 2011-06-30 KPMG LLP One Financial Plaza Hartford CT 061032608 990 2010-07-01 060646829 ST JOSEPH COLLEGE STJO 8602315405 1678 ASYLUM AVENUE WEST HARTFORD CT 061172791 Shawn M Harrington 8602324571 2012-05-07 true KPMG 8605223200 2010 2016-02-24 21:20:13Z PAMELA TROTMAN REID PHD 1678 ASYLUM AVENUE WEST HARTFORD CT 061172791 67843673 false 0928 X WWW.SJC.EDU X 1925 CT SAINT JOSEPH COLLEGE PROVIDES A RIGOROUS LIBERAL ARTS AND PROFESSIONAL EDUCATION FOR A DIVERSE STUDENT POPULATION WHILE MAINTAINING A STRONG COMMITMENT TO DEVELOPING THE POTENTIAL OF WOMEN. 25 24 1110 100 142194 -89052 5555503 10163000 43989000 51010000 1376799 738456 27497 115000 50948799 62026456 10665000 12384000 0 28516763 31669355 0 1100508 12344036 14286101 51525799 58339456 -577000 3687000 53864983 59512055 27101816 26711055 26763167 32801000 X Saint Joseph College, founded by the Sisters of Mercy in the Roman Catholic Tradition, provides a rigorous liberal arts and professional education for a diverse student population while maintaining a strong commitment to developing the potential of women. The College is a community which promotes the growth of the whole person in a caring environment that encourages strong ethical values, personal integrity and a sense of responsibility to the needs of society. false false 40400250 12384000 41306000 College and Masters/Doctoral Programs Saint Joseph College, which offers outstanding educational value in undergraduate, masters and doctoral programs, is located in West Hartford, Connecticut. Enhanced by the Catholic intellectual tradition and the values of the Sisters of Mercy, the College encourages students to thrive in a culture of achievement and collaboration. With small classes taught by expert faculty, the College provides a values-centered education in an environment that fosters leadership, confidence, and creativity. In addition to the Undergraduate Women's College with 901 students enrolled, Saint Joseph College has a co-educational graduate and professional studies program offering master's degrees and certificates to 1,267 students; a co-educational weekend program serving 158 adult learners pursuing their baccalaureate degrees; and a School of Pharmacy, located in downtown Hartford, offering a unique three calendar year co-educational doctoral degree (Pharm. D.) program in pharmacy. The School of Pharmacy's inaugural class began in August, 2011, with 67 students. 7679000 9561806 Model Schools The College 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. It serves 125 students from surrounding communities. Saint Joseph College students fulfill required classes in the fields of special education, nursing, social work, counseling and nutrition at the Center. The School for Young Children is a nationally-accredited preschool serving 140 children since 1936. It serves as a training program for college students pursuing careers in early childhood education and related fields. 48079250 true true false true false false true false true true false false false true true true false true false false false false false false false false false true true true false true false false false false false false false false true false false false false true false false false false true 156 0 true 1110 true true true false false false false false false false false false X 25 24 true true false false true true true true true false false true true true true true true true false false AK AZ CO DC KY ME MD MA MI NH NJ OH OK OR SC WA WI X X William B Hawkins 8602315405 1678 ASYLUM AVENUE WEST HARTFORD CT 06117 X PAMELA TROTMAN REID PHD 37.5 X X 240176 0 83209 SHELAGH H ONEILL JD 1.0 X 0 0 LAURA BERRY 1.0 X 0 0 DIANE F BROWN 1.0 X 0 0 GERALD J BOISVERT 1.0 X 0 0 GEORGE F LYNN 1.0 X 0 0 JUDITH A CAREY RSM PHD 1.0 X 0 0 SANDRA BENDER FROMSON PHD 1.0 X 0 0 ROSEMARY E JEFFRIES RSM PHD 1.0 X 0 0 WILLIAM T KOSTURKO JD 1.0 X 0 0 LOIS F LEWIS 1.0 X 0 0 JEANNE B MEROLA 1.0 X 0 0 FAY M OBRIEN RSM PHD 1.0 X 0 0 BREWSTER PERKINS 1.0 X 0 0 EDWARD G SULLIVAN CPA 1.0 X 0 0 MARILYNN R MALERBA 1.0 X 0 0 SUZANNE GALLAGHER RSM PHD 1.0 X 0 0 MARTIN J GAVIN 1.0 X 0 0 E CLAYTON GENGRAS JR 1.0 X 0 0 SHEILA W HORAN 1.0 X 0 0 MARY A MCCARTHY RSM 1.0 X 0 0 PATRICIA J ROONEY RSM 1.0 X 0 0 KATHLEEN D AMATANGELO 1.0 X 0 0 LOIS M NESCI 1.0 X 0 0 EDMUND M SEE JD 1.0 X 0 0 SHAWN M HARRINGTON CPA 37.5 X 130499 0 31042 ANNE LIPPERT PHD 37.5 X 140225 0 MICHELLE KALIS PHD 37.5 X 0 0 MARY KATE COX 37.5 X 148962 0 19194 BERNARD LINDAUER EDD 37.5 X 118161 0 33708 JAMES HENKEL PHD 37.5 X 130530 0 15188 JOSEPH OFOSU PHARM D 37.5 X 195755 0 22498 BERTRAM NICHOLAS JR EDD 37.5 X 120012 0 20815 1224320 0 225654 17 false true true Bon Appetit co Compass Group USA 2400 Yorkmont Rd CHARLOTTE NC 28217 Food Services 1551696 Royall Company 1920 East Parham Rd RICHMOND VA 23228 CONSULTING 331340 Sodexo Inc Affiliates 9801 Washingtonian Blvd GAITHERSBURG MD 20878 Facilities Mgmt 1095484 K-12 Teachers Alliance 20624 Abbey Woods Ct North FRANKFORT IL 60423 Marketing & Admin. 376097 Registry of College and Univ Presid 3 Centennial Dr PEABODY MA 01960 Interim Admin Svcs 250250 7 4211000 5952000 358961 10163000 TUITION AND FEES 611710 36338000 36338000 RESIDENCE & DINING 721310 4968000 4968000 SALES & SERVICES 611710 9561806 9561806 FITNESS CENTER REVENUE 713940 142194 142194 51010000 477812 477812 0 0 6074000 5813356 260644 260644 260644 13942 3861 10081 10081 0 0 OTHER INCOME 900099 104919 104919 104919 62026456 50867806 142194 853456 0 12384000 12384000 0 0 653675 150914 454583 48178 0 24207869 21305297 2264872 637700 1903535 1675297 178094 50144 3169086 2789106 296498 83482 1735190 1527137 162343 45710 844608 844608 124823 124823 160000 160000 10500 10500 0 145456 145456 2074252 1649391 281124 143737 467081 90817 363193 13071 664865 195730 456060 13075 492281 79499 412782 0 1772637 1240846 531791 316322 170718 128910 16694 0 243445 196945 40540 5960 555967 555967 0 2528973 1770281 758692 290489 1381 289108 FOOD SERVICE 1360410 1360410 TRANSPORTATION 47004 978 46026 POSTAGE 113607 77658 22825 13124 TELEPHONE AND CABLE 182233 70658 111575 DUES & MEMBERSHIPS 423501 288512 115856 19133 1467647 1053675 413972 58339456 48079250 9159698 1100508 65123 147636 11430 25388 1162239 1696206 1864173 1340998 465083 326074 65716405 32252635 33853640 33463770 15501826 21597996 941469 913987 53864983 59512055 7041765 7440258 1990280 1998694 14590000 14125000 3479771 3147103 27101816 26711055 X 14216000 15302000 3714000 5846000 8833167 11653000 26763167 32801000 53864983 59512055 X 3687000 2350833 X false true true X true true X false false false RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false true true 10500 false false 10500 false LOBBYING ACTIVITIES Schedule C, Part IV Saint Joseph College belongs to the Connecticut Consortium of Independent Colleges (CCIC) and other academic associations, which at times may engage in lobbying activities. The College has direct contact with legislators, to provide information and education about the College. We provide information on our position as a private college and the benefits to the state. We engaged a firm to assist us in doing so, whom we paid $10,500. 672785 X X X X X TEACHING false 15495000 3730000 2921000 450000 290000 21406000 15503000 82000 1622000 349000 1363000 15495000 18110000 316000 -2058000 338000 527000 15503000 0.30000 0.70000 false false 0 660380 660380 41982426 17198919 24783507 2088281 983153 1105128 0 15263389 11267652 3995737 5721929 2802911 2919018 33463770 0 CAPITAL LEASE OBLIGATION 160075 GOVERNMENT GRANTS REFUNDABLE 349729 SHORT-TERM LINE OF CREDIT 2637299 3147103 62026456 58339456 3687000 2355000 -4000 2351000 6038000 51852000 2355000 2355000 49497000 145456 12384000 12529456 62026456 45814000 4000 4000 45810000 145456 12384000 12529456 58339456 ORGANIZATION'S COLLECTIONS OF ART PART III, LINE 4 THE SAINT JOSEPH COLLEGE ART GALLERY OPENED IN 2001 IN THE NEW CAROL AUTORINO CENTER FOR THE ARTS AND HUMANITIES; IT NOW HOUSES A COLLECTION OF OVER 2000 WORKS OF ART. A PAINTINGS COLLECTION THAT IS FOCUSED ON AMERICAN ART OF THE TWENTIETH CENTURY, INCLUDING WORKS BY THOMAS HART BENTON, GEORGIA O'KEEFE, AND MILTON AVERY, IS COMPLEMENTED BY A COLLECTION OF WORKS OF ART ON PAPER THAT RANGES FROM SIXTEENTH CENTURY EUROPEAN PRINTS TO NINETEENTH CENTURY JAPANESE WOODBLOCK PRINTS AND CONTEMPORARY AMERICAN WORKS. WITH SIX EXHIBITION GALLERIES, A PRINT STUDY ROOM, AND UP-TO-DATE ART STORAGE FACILITIES, THE SAINT JOSEPH COLLEGE ART GALLERY HAS MADE THE COLLEGE'S COLLECTION MORE ACCESSIBLE AND HAS OPENED MYRIAD OPPORTUNITIES FOR THE STUDY AND ENJOYMENT OF ART. EACH YEAR SPECIAL EXHIBITIONS ARE PRESENTED IN ADDITION TO CHANGING INSTALLATIONS OF THE PERMANENT COLLECTION. A VARIETY OF EDUCATIONAL PROGRAMS ARE OFFERED FOR THE COLLEGE COMMUNITY AND THE GENERAL PUBLIC. ENDOWMENT FUNDS PART V, LINE 4 The College's endowment consists of approximately 140 individual funds established for a variety of purposes, including both donor-restricted endowment funds and funds designated by the College to function as endowments (quasi-endowment). The College 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 College's spending policy is designed to provide a stable level of financial support and to preserve the real value of its endowment. The College compares the performance of its investments against several benchmarks. OTHER ADJUSTMENTS TO NET ASSETS PART XI, LINE 8 LOSS ON INTEREST RATE SWAPS (4,000) __________ TOTAL OTHER ADJUSTMENTS (4,000) OTHER REVENUE ON RETURN NOT ON BOOKS PART XII, LINE 4B SCHOLARSHIPS AND FINANCIAL AID 12,384,000 OTHER EXPENSES ON BOOKS NOT ON RETURN PART XIII, LINE 2D LOSS ON INTEREST RATE SWAPS (4,000) OTHER EXPENSES ON RETURN NOT ON BOOKS PART XIII, LINE 4B SCHOLARSHIPS AND FINANCIAL AID 12,384,000 true true true true true true true false false false false false false false false true false true PUBLICIZING NON DISCRIM POLICY THE COLLEGE PUBLISHES ITS NON-DISCRIMINATION POLICY IN THE MAJOR NEWSPAPER IN THE METROPOLITAN REGION FROM WHICH MOST OF ITS STUDENTS COME. FINANCIAL AID FROM GOVT AGENCY SAINT JOSEPH COLLEGE RECEIVES FINANCIAL AID OR ASSISTANCE FROM GOVERNMENTAL AGENCIES FOR THE BENEFIT OF THE COLLEGE'S STUDENTS. true COLLEGE SCHOLARSHIPS & GRANTS 967 12384000 FMV SCHOLARSHIPS MONITOR THE USE OF GRANT FUNDS Sched I, Part I, Line 2 The College's grants in the US consist of financial aid awards which are applied against students' receivable balances due to the College. The College monitors these grants by controlling the application of grants to students' balances. X X true true X X X X X false false false false false false false false false PAMELA TROTMAN REID PHD 238598 0 1578 26569 56640 323385 0 SHAWN M HARRINGTON CPA 130499 0 15241 15801 161541 0 ANNE LIPPERT PHD 140225 0 140225 0 MARY KATE COX 148962 0 16606 2588 168156 0 BERNARD LINDAUER EDD 118161 0 13773 19935 151869 0 JOSEPH OFOSU PHARM D 195755 0 21588 910 218253 0 PRESIDENT'S HOUSING SCHEDULE J, PART I, LINE 1 AS A CONDITION OF EMPLOYMENT, THE PRESIDENT IS REQUIRED TO LIVE IN THE PRESIDENTIAL RESIDENCE LOCATED ON THE COLLEGE CAMPUS. THE FAIR MARKET VALUE OF THE HOUSING IN THE AMOUNT OF $48,660 HAS BEEN INCLUDED IN THE PRESIDENT'S NONTAXABLE BENEFITS. Dr. Anne Lippert, Interim Provost Schedule J, Part II, Line 3 The College engaged the services of Dr. Anne Lippert through the Registry for College and University Presidents. For calendar 2010 the College paid the Registry $179,488 for the services of Dr. Lippert; $140,225 as Dr. Lippert's fee and $39,263 as the corresponding fee to the Registry. Connecticut Health Education Facilities Authority 060806186 20774UUB9 2008-04-30 15000000 Residence Halls & Refunding false false false 0 0 15000000 0 0 0 328547 0 0 5949839 8721614 0 2008 false true true true false false false false false 0.00000 0.00000 0.00000 true false true true Royal Bank of Canada 10. false false false false false X 7 358961 AVG. OF MARKET false true false ORGANIZATION'S MISSION AND CORE VALUES FORM 990, PART III, LINE 1 Saint Joseph College, founded by the Sisters of Mercy in the Roman Catholic tradition, provides a rigorous liberal arts and professional education for a diverse student population while maintaining a strong commitment to developing the potential of women. The College is a community which promotes the growth of the whole person in a caring environment that encourages strong ethical values, personal integrity and a sense of responsibility to the needs of society. Core Values: *Catholic Identity* Saint Joseph College is grounded in its heritage as a Catholic institution, expressing the Catholic tradition in an ecumenical and critical manner. *Commitment to Women* Saint Joseph College encourages, inspires and challenges each woman to develop every aspect of her personhood, intellectual, spiritual, social, emotional and physical. *Compassionate Service* Saint Joseph College promotes, supports and facilitates caring service as an integral part of all teaching and learning experiences. *Academic Excellence* Saint Joseph College provides a value-centered education that prepares students as global citizens, lifelong learners, and informed decision makers. *Respect/Integrity* Saint Joseph College demonstrates respect and reverence for all people and fidelity in personal witness. *Hospitality* Saint Joseph College is a welcoming community where its relationships are based on openness, inclusivity and mutual respect. *Multiculturalism/Diversity* Saint Joseph College is committed to fostering the growth of an inclusive community that welcomes differences among community members and benefits from them. organization's members form 990, part vi, question 6 The conference for mercy higher education, inc. acts as a corporate member of saint joseph college. role of sisters of mercy form 990, part vi, question 7a 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 nonstock, not-for-profit corporation, acting by and through its duly constituted and authorized officers). role of sisters of mercy form 990, part vi, question 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 college 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 College 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 REVIEW PROCESS Form 990, Part VI, Question 11 The 990 is reviewed in draft form by the Audit Committee of the Board of Trustees. The final version is distributed to the Board of Trustees in advance of filing. CONFLICT OF INTEREST POLICY Form 990, Part VI, Question 12 The President's Office sends annual Conflict of Interest questionnaires to members of the Board of Trustees. The Vice President for Finance and Administration reviews the completed questionnaires, and presents the results to the Board's Audit Committee. COMPENSATION POLICY Form 990, Part VI, Question 15 Compensation for the College's President is set by the Executive Committee of the Board of Trustees. The process includes the comparison with compensation of college presidents of comparable institutions, by means of industry surveys and review of Form 990's; 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, 2011. PUBLIC DISCLOSURE FORM 990, PART VI, QUESTION 19 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 on the College's website. The Form 990 is also posted on www.guidestar.org. Organization's Members Form 990, Part VI, Question 2 Trustees Martin J. Gavin and Gerald J. Boisvert have a business relationship. Interim Provost, Dr. Anne Lippert Form 990, Part VI, Question 3 Dr. Anne Lippert served as Interim Provost of Saint Joseph College from July 2010 through June 5, 2011. The services Dr. Lippert provided were those customarily associated with a college Provost, the chief academic officer of the institution. The College engaged the services of Dr. Lippert through the Registry for College and University Presidents. OTHER CHANGES IN NET ASSETS OR FUND BALANCES FORM 990, PART XI, LINE 5 UNREALIZED GAIN ON INVESTMENTS 2,354,833 LOSS ON INTEREST RATE SWAPS (4,000) _______________ OTHER CHANGES IN NET ASSETS 2,350,833 INFORMATION ON TAX-EXEMPT BONDS FORM 990, SCHEDULE K, PART II, LINE 7 OF THE PROCEEDS FROM SERIES B BONDS ISSUED ON APRIL 3, 2008, $8,716,111 WAS AN ADVANCE REFUNDING OF MAY 1999 BONDS. PROCEEDS USED FOR BOND ISSUANCE COSTS: 300,000 PROCEEDS USED FOR CREDIT ENHANCEMENT 28,547 ------- TOTAL SCHEDULE K, LINE 7 328,547 INFORMATION ON TAX-EXEMPT BONDS FORM 990, SCHEDULE K, PART III, LINE 7 THE COLLEGE REVIEWS EVERY ACTIVITY PROPOSED FOR ITS BOND-FINANCED FACILITIES, AND DOES NOT ALLOW ANY PRIVATE-USE ACTIVITY IN THOSE FACILITIES. THE COLLEGE IS IN THE PROCESS OF FORMALIZING ITS POST-ISSUANCE COMPLIANCE PROCEDURES. CONFERENCE FOR MERCY HIGHER EDUCATION 8630 FENTON ST STE 934 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