2011-03-19T07:41:55-05:00 2010-05-31 Bonadio & Co LLP 171 Sullys Trail Suite 201 Pittsford NY 14534 990 2009-06-01 160746864 St John Fisher College STJO 5853858000 3690 East Avenue Rochester NY 14618 Thomas O'Neil 5853858000 2011-03-18 1 5853811000 2009 2016-02-24 21:20:13Z Dr Donald E Bain 3690 East Avenue Rochester NY 14618 115462796 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. 29 27 1818 0 1069398 -297861 5630473 6152311 91515768 96713956 -1556240 1262798 947495 835502 96537496 104964567 23110439 24188732 0 41618730 44033390 0 2140809 29617932 28372724 94347101 96594846 2190395 8369721 169845303 185988201 68140119 70261323 101705184 115726878 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 40395373 24188732 82023057 INSTRUCTION: TO GIVE INSTRUCTION IN LIBERAL ARTS COURSES LEADING TO THE DEGREES OF BA, BS, BBA, MASTER SCIENCE, MBA, AND PHARM D. APPROXIMATELY 3,900 STUDENTS SERVED. 7921954 INSTITUTIONAL SUPPORT: TO SUPPORT THE INSTRUCTION FUNCTION.Approximately 3,900 students served. 8606576 13482763 Auxiliary Enterprises: TO SUPPORT THE INSTRUCTION FUNCTION. Approximately 3,900 students served. 4386956 ACADEMIC SUPPORT: TO SUPPORT THE INSTRUCTION FUNCTION. Approximately 3,900 students served. 6420603 Student Services: TO SUPPORT THE INSTRUCTION FUNCTION. Approximately 3,900 students served. 10807559 67731462 1 1 0 0 0 0 1 1 1 1 1 1 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 1 1 0 0 1 0 0 0 1 0 0 0 0 1 5302 0 1 1818 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 29 27 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 1 0 X Mr Thomas O'Neil 5853858000 3690 East Avenue Rochester NY 14618 donald e bain 35.00 X X 300701 0 26717 jose j coronas 1.00 X 0 0 0 martin mucci 1.00 X X 0 0 0 donald e jeffries 1.00 X 0 0 0 ronald d billitier 1.00 X 0 0 0 martin l keating 1.00 X 0 0 0 martin k birmingham 1.00 X 0 0 0 thomas g bowles 1.00 X 0 0 0 r wayne lechase 1.00 X 0 0 0 russell h brandon 1.00 X 0 0 0 charles a constantino 1.00 X 0 0 0 daniel n maxwell 1.00 X 0 0 0 rev albert cylwicki csb 1.00 X 0 0 0 john a palvino 1.00 X 0 0 0 mary V piehler 1.00 X 0 0 0 john a depeters 1.00 X 0 0 0 ronald a pluta 1.00 X 0 0 0 m kevin dugan 1.00 X 0 0 0 wanda polisseni 1.00 X 0 0 0 c mccollister evarts md 1.00 X 0 0 0 joseph r rulison 1.00 X 0 0 0 michael c goonan 1.00 X X 0 0 0 james p growney 1.00 X 0 0 0 kevin n hill 1.00 X 0 0 0 william m hughes 1.00 X 0 0 0 deborah wilson 1.00 X 0 0 0 robert w hurlbut 1.00 X 0 0 0 philip h yawman 1.00 X 0 0 0 Victor E Salerno 1.00 X 0 0 0 Ronald j ambrosetti 35.00 X 191766 0 15699 thomas o'neil 35.00 X 178171 0 14794 william o'connor 35.00 X 189671 0 22441 gerard rooney 35.00 X 189984 0 35200 Scott A Swigart 35.00 X 223314 0 26338 Arthur L Walton 35.00 X 170586 0 11406 J Jason Berman 35.00 X 179012 0 19526 Dianne C Cooney-Miner 35.00 X 148210 0 17669 Fred F Farris 35.00 X 154321 0 20430 David S Pate 35.00 X 138095 0 19458 2063831 0 229678 37 0 1 0 LECHASE CONSTRUCTION SERVICES 300 TROLLEY BLVD ROCHESTER NY 14606 CONSTRUCTION SERVICES 3022804 Nixon Peabody LLP PO Box 31051 RochESTER NY 14603 Attorneys 366396 2 231405 2157778 3763128 71899 6152311 tuition, fees, room an 611600 95505820 95505820 Buffalo Bills Camp 900099 647896 647896 Child Care 624410 390612 251874 138738 facilities rental 532000 98154 98154 Golf course 900099 70309 70309 1165 1165 96713956 1297869 1297869 10344431 10379502 -35071 -35071 -35071 149497 231405 118727 30770 30770 Rental income 532000 365891 365891 miscellaneous 900099 172008 172008 Parking permits/ticket 611600 131926 131926 134907 134907 804732 104964567 95505820 1069398 2237038 24188732 24188732 1450376 738447 342904 369025 32834950 20156594 11975694 702662 2076660 1274823 759592 42245 4940078 3024396 1790553 125129 2731326 1666109 983277 81940 452951 452951 55300 55300 138404 69202 66434 2768 758972 462973 273230 22769 1277378 779201 459856 38321 2958382 1724343 1149235 84804 1293311 788920 465592 38799 2236902 1364510 805285 67107 1132039 690544 407534 33961 437982 267169 157674 13139 2200775 1342473 792279 66023 6742061 4112657 2427142 202262 443673 270641 159722 13310 food service 4770294 2909879 1717306 143109 REPAIRS AND MAINTENANCE 1034136 630823 372289 31024 SPECIAL PROGRAMS 644231 392981 231923 19327 miscellaneous 581734 354858 209424 17452 Bad debt expense 359794 359794 854405 521187 307585 25633 96594846 67731462 26722575 2140809 11175066 19469692 3554235 4890306 2667452 4760268 3681277 3507197 2609061 2754979 173680169 72495194 102906972 101184975 37015594 42953803 6235646 6466981 169845303 185988201 9163898 10850643 4172650 5692054 361073 354257 48932600 47813198 5509898 5551171 68140119 70261323 X 89334573 100261292 1896136 4280485 10474475 11185101 101705184 115726878 169845303 185988201 X 0 1 1 X 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X 0 0 1 36842822 779927 5990451 1552080 42061120 44236101 2833083 -9466119 760243 36842822 0.73000 0.27000 0 0 4689327 4689327 119146989 38981616 80165373 5481934 1610559 3871375 36905459 25123798 11781661 7456460 6779221 677239 101184975 US Government Grants Refundable 3547064 Liability Under FIN 47 1103867 Liability under interest rate swap agreement 900240 5551171 104964567 96594846 8369721 5697213 -45240 5651973 14021694 86230222 5697213 118727 5815940 80414282 24550285 24550285 104964567 72208528 163967 163967 72044561 138404 24411881 24550285 96594846 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 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 IV, Line 1b: The College holds various funds for student organizations at the College. Part IV, Line 2b: The College holds various funds for student organizations at the College. Part X: Description of Uncertain Tax Positions Under FIN 48: The College has adopted ASC Section 740, which addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the financial statements. 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. ASC Section 740 provides guidance on derecognition, classification, interest and penalties, accounting in interim periods, disclosures, and transition. The College adopted the provisions of ASC Section 740 in fiscal year 2009 and there was no impact on the financial statements. At the date of adoption and as of May 31, 2010, the College 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 2006. Part XII, Line 2d: Fundraising expenses: 118,727 Part XII, Line 4b: Capital campaign: 223,149, Investment management fees: 138,404, Scholarships and grants: 24,188,732 Part XIII, Line 2d: Change in fair value of interest rate swap: 45,240, Fundraising expenses: 118,727 Part XIII, Line 4b: Scholarships and grants: 24,188,732, non-operating expenses: 223,149 1 1 0 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. 1 1 1 1 0 0 0 0 0 0 0 0 1 0 MOST DISBURSEMENTS IN FURTHERANCE OF THE INSTITUTION'S EXEMPT PROGRAMS ARE MADE DIRECTLY FOR SALARY AND SIMILAR EXPENSES INCURRED DIRECTLY IN THE ACTIVITIES CONSTITUTING THE EXEMPT PURPOSE OR FUNCTION FOR WHICH THE INSTITUTION IS ORGANIZED AND OPERATED. OTHERWISE, SUCH DISBURSEMENTS ARE MADE IN ACCORDANCE WITH PROCEDURES OR ARE SUBJECT TO CONDITIONS ESTABLISHED BY THE INSTITUTION'S GOVERNING BOARD DESIGNED TO INSURE THAT INDIVIDUALS AND ORGANIZATIONS RECEIVING DISBURSEMENTS FROM THE ORGANIZATIONS IN FURTHERANCE OF ITS EXEMPT PROGRAMS ARE ADEQUATELY INVESTIGATED TO INSURE THAT THEY ARE QUALIFIED RECIPIENTS. STUDENTS RECEIVING SCHOLARSHIPS AND FELLOWSHIPS ARE JUDGED WORTHY BY THE INSTITUTION'S ASSESSMENT ON THE BASIS OF ACADEMIC ACHIEVEMENT, FINANCIAL NEED AND OTHER SIMILAR STANDARDS. 1 SCHOLARSHIP GOLF TOURNAMENT 199007 199007 76976 12265 FISHER FALL CLASSIC 13100 13100 2000 15000 1700 2 168795 19298 149497 10786 380902 231405 149497 2000 91976 24751 118727 30770 1 Basilian Scholarship 3 17000 Betty Rulison Scholarship 1 5250 Birmingham Scholarship 2 10000 Cardinal Grant 1 5000 Constantino Scholarship 2 10000 Fine Scholarship 1 5000 First Generation Scholarship 96 855866 First Generation Scholarship- Room 22 110990 Fisher Scholarship 2 11000 Founders Scholarship 529 4323000 Fuld Nursing Scholarship 20 100000 Hearst Nursing Scholarship 1 5000 HEOP/SJFC Grant 65 748341 Hillside Work Scholarship 4 30589 Hurlbut Family Scholarship 1 5000 J Dorsey CSB Scholarship 1 8216 Kodak Diversity Scholarship 6 53567 MCGOWAN SCHOLARSHIP 1 18000 Presidents scholarship 337 3199000 Ralph C. Wilson Scholarship 1 5000 Richard Sweeney Scholarship 4 23650 Rochester Sales and Marketing Club 1 5600 Rochester Business Ethics 1 5000 Service Scholarship 95 755600 SJFC Grant 255 1832168 SJFC Scholarship 39 195000 Sungard Scholarship 1 5000 Thiem Grant 1 5250 Transfer Achievement 277 1591000 Trustees Scholarship 134 1383000 Welch Scholarship 4 22250 Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, 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 maybe 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 X 1 1 X X X X X X 0 0 0 0 0 0 0 0 0 donald e bain 299252 0 0 0 1449 0 19600 0 7117 0 327418 0 0 0 Ronald j ambrosetti 191766 0 0 0 0 0 14798 0 901 0 207465 0 0 0 thomas o'neil 178171 0 0 0 0 0 13893 0 901 0 192965 0 0 0 william o'connor 176001 0 0 0 13670 0 14093 0 8348 0 212112 0 0 0 gerard rooney 188067 0 0 0 1917 0 15200 0 20000 0 225184 0 0 0 Scott A Swigart 223314 0 0 0 0 0 18050 0 8288 0 249652 0 0 0 Arthur L Walton 170586 0 0 0 0 0 10684 0 722 0 181992 0 0 0 J Jason Berman 179012 0 0 0 0 0 11263 0 8263 0 198538 0 0 0 Dianne C Cooney-Miner 148210 0 0 0 0 0 10679 0 6990 0 165879 0 0 0 Fred F Farris 154321 0 0 0 0 0 12108 0 8322 0 174751 0 0 0 David S Pate 138095 0 0 0 0 0 11200 0 8258 0 157553 0 0 0 DASNY - SERIES 2008 146000293 6499035E7 2009-10-16 13315000 To defease 2005 Series COMIDA bonds 0 0 13745000 12745000 2006 1 0 1 1 0 1 1 0 1 0.07300 0.00000 0.07300 1 0 0 0 NA 0 NA 0 0 Discounted tuition Family member of a key employee 19850 Merit scholarships family member of a key employee 8000 Ronald Billitier Board member 70163 Electrical services 0 Wayne LeChase Board member 107162 Construction Services 0 X 1 X 10 71899 fair market value 0 0 1 0 Non Reporting of Revenue: Part I, Line 33: Donation of "Elissa"- Richard Loud Original Oil Painting. Form 990, Part VI, Section B, line 11 THE 990 IS EXTENSIVELY REVIEWED BY THE FINANCE AND AUDIT COMMITTEES AND POSTED ON TO 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 HR. 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 HR 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. FORM 990, PART XI, LINE 2C: THIS PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR. 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