2011-04-18T12:22:31-05:00 2010-05-31 Lumsden & McCormick LLP 403 Main St Suite 430 Buffalo NY 14203 990 2009-06-01 160743150 St Bonaventure University STBO 7163752134 3261 West State Road St Bonaventure NY 14778 BRENDA MCGEE 7163752317 2011-04-14 1 John P Schiavone 7168563300 2009 2016-02-24 21:20:13Z BRENDA MCGEE 3261 West State Road St Bonaventure NY 14778 84516300 0 X www.sbu.edu X 1858 NY OUR COMMITMENT IS TO STUDENTS, STUDY AND SERVICE. FOUNDED IN 1858, ST. BONAVENTURE IS A CATHOLIC UNIVERSITY DEDICATED TO EDUCATIONAL EXCELLENCE IN THE FRANCISCAN TRADITION. WE ARE COMMITTED TO THE CONSTANT PURSUIT OF DISTINCTION IN OUR UNDERGRADUATE AND GRADUATE PROGRAMS, OUR INNOVATIVE LIBERAL ARTS CORE AND ALL OF OUR COURSES OF STUDY. 32 32 1614 147 390718 -184724 9412979 10314915 63074027 65865802 -359434 -613830 2051255 2212410 74178827 77779297 21994523 23865273 0 30547131 30649707 0 2486793 21745016 20079311 74286670 74594291 -107843 3185006 131153927 136801980 35589979 32586308 95563948 104215672 OUR COMMITMENT IS TO STUDENTS, STUDY AND SERVICE. FOUNDED IN 1858, ST. BONAVENTURE IS A CATHOLIC UNIVERSITY DEDICATED TO EDUCATIONAL EXCELLENCE IN THE FRANCISCAN TRADITION. WE ARE COMMITTED TO THE CONSTANT PURSUIT OF DISTINCTION IN OUR UNDERGRADUATE AND GRADUATE PROGRAMS, OUR INNOVATIVE LIBERAL ARTS CORE AND ALL OF OUR COURSES OF STUDY. 0 0 62708261 23865273 65865803 HIGHER EDUCATION PROVIDED TO APPROXIMATELY 2800 UNDERGRADUATE AND GRADUATE STUDENTS 62708261 1 1 0 1 0 0 1 0 1 1 1 0 1 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 1 181 0 1 1614 1 1 1 1 UK 0 0 0 0 0 0 0 32 32 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IN X X Nancy Taylor 7163752317 3261 West State Road St Bonaventure NY 14778 sr margaret carney 40.00 X X 0 0 16270 JOHN MCGINLEY JR 2.00 X X 0 0 0 john mccormack jr 2.00 X X 0 0 0 RAYMOND C DEE 2.00 X X 0 0 0 FR FRANK SEVOLA OFM 2.00 X X 0 0 0 laurie branch 2.00 X 0 0 0 james cattano 2.00 X 0 0 0 daniel collins 2.00 X 0 0 0 robert daugherty 2.00 X 0 0 0 JOSEPH A DEMARIA ESQ 2.00 X 0 0 0 colette dow 2.00 X 0 0 0 timothy fidgeon ESQ 2.00 X 0 0 0 timothy finan 2.00 X 0 0 0 WILLIAM C FOSTER 2.00 X 0 0 0 ellen grant phd LCSW-R 2.00 X 0 0 0 thomas hook 2.00 X 0 0 0 FR louis iasiello ofm 2.00 X 0 0 0 robert king 2.00 X 0 0 0 brig gen maureen keenan leboeuf 2.00 X 0 0 0 fr fred link ofm 2.00 X 0 0 0 thomas marra 2.00 X 0 0 0 brian mcnamee 2.00 X 0 0 0 DR MARY J MEEHAN 2.00 X 0 0 0 james meyer 2.00 X 0 0 0 samuel molinaro jr 2.00 X 0 0 0 eugene o'connor esq 2.00 X 0 0 0 very rev john o'connor ofm 2.00 X 0 0 0 FR KENNETH P PAULLI OFM EDD 2.00 X 0 0 0 leslie quick iii 2.00 X 0 0 0 john sponyoe 2.00 X 0 0 0 bernard stoecklein jr 2.00 X 0 0 0 vince volpe jr 2.00 X 0 0 0 LYNDA M WILHELM 2.00 X 0 0 0 dr michael fischer 40.00 X 134322 0 54507 brenda MCGEE 40.00 X 136666 0 20872 dr emily siNsabaugh 40.00 X 114806 0 14400 RICHARD TRIETLEY 40.00 X 87356 0 2980 robert donius 40.00 X 57352 0 61174 BR F EDWARD COUGHLIN 40.00 X 0 0 7530 MARK SCHMIDT 40.00 X 290637 0 34714 DR JOHN WATSON 40.00 X 118450 0 15030 DR STEPHEN STAHL 40.00 X 119150 0 18956 DR LEIBERT COPPOLA 40.00 X 118617 0 19370 DR PEGGY BURKE 40.00 X 114476 0 19424 1291832 0 285227 16 0 1 0 ARAMARK 3261 WEST STATE ROAD ST BONAVENTURE NY 14778 FOOD SERVICE CONTRACTOR 5981601 TIAA-CREF 730 THIRD STREET NEW YORK NY 10017 PENSION SERVICES 2829371 INDEPENDENT HEALTH 511 FARBER LAKES DRIVE BUFFALO NY 14203 HEALTH INSURANCE PROVIDER 2401136 INTEGRYS ENERGY SERVICES OF NEW YORK INC PO BOX 13248 GREEN BAY WI 54307 UTILITY CONTRACTOR 469796 DUGGAN & DUGGAN 85 WEST MAIN STREET ALLEGANY NY 14706 CONSTRUCTION CONTRACTOR 322149 21 1106448 9208467 3950 10314915 TUITION AND FEES 611710 55227506 55227506 residence hall 721000 7945121 7945121 food service/dining 722210 1818092 1818092 ATHLETIC revenue 713940 429684 429684 parking fees 812930 215759 215759 229640 229640 65865802 763443 763443 5359730 6677659 59344 -1317929 -59344 -1377273 -59344 -1317929 MISCELLANEOUS REVENUE 900099 1821692 1821692 GOLF COURSE 713910 234838 234838 CAMPS & CONFERENCES 713940 138407 138407 17473 17473 2212410 77779297 55168162 390718 11905502 23865273 23865273 724427 131270 465380 127777 21979711 17991895 2829405 1158411 1886301 1360738 427035 98528 6059268 5011056 709869 338343 79789 79789 148545 148545 1011899 504428 448770 58701 3287767 2374572 736446 176749 2229890 335058 1894562 270 1373980 1181187 55428 137365 8638 4812 2911 915 973007 848335 114057 10615 3407337 2970754 399411 37172 371624 38489 328232 4903 STUDENT ACTIVITIES 2745949 2699237 38910 7802 miscellaneous 1408024 1254733 130540 22751 BUILDING AND AUTO repai 1266278 612463 641578 12237 ATHLETICS 785133 785063 70 entertainment 714684 512299 60887 141498 266767 226599 35957 4211 74594291 62708261 9399237 2486793 2162317 1429731 7492255 8965694 4970718 5450056 998 835 781169 843174 120788740 51528451 71446617 69260289 44299853 50852201 131153927 136801980 3966122 3581986 2756983 1774623 20452266 18540370 8414608 8689329 35589979 32586308 X 57257963 62040437 4834448 8223833 33471537 33951402 95563948 104215672 131153927 136801980 X 0 1 1 X 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 148545 0 0 148545 0 X X X X 0 36333348 1311376 4821532 3041081 39425175 44896975 2914188 -9331756 2146059 36333348 0.14000 0.86000 0 0 2558507 2558507 92810177 33711062 59099115 12904022 9216006 3688016 12516034 8601383 3914651 69260289 COMMON STOCK 24178938 F BONDS 4903240 F OTHER INVESTMENTS 11677231 F LIQUID ASSETS 10092792 F 50852201 STUDENT AND OTHER DEPOSITS 330134 ACCRUED INTEREST 137324 OTHER LIABILITIES 878444 US GOVT GRANTS REFUNDABLE 2208847 ASSET RETIREMENT OBLIGATION 5134580 8689329 77779297 74594291 3185006 5466718 5466718 8651724 83246015 5466718 5466718 77779297 0 77779297 74594291 0 74594291 0 74594291 Part III, Line 1a: THE UNIVERSITY DOES NOT ASSIGN A VALUE TO ART AND OTHER COLLECTIONS RECEIVED AS GIFTS. MANAGEMENT BELIEVES IT IS NOT PRACTICABLE TO DETERMINE THE FAIR VALUE OF THE COLLECTION. Part III, Line 4: Located on the campus of St. Bonaventure University in western New York, the Regina A. Quick Center for the Arts has as its mission to offer both the University community and the general public a program of professional, culturally diverse arts events and exhibitions of the highest artistic quality reflecting the values of the university and its curriculum. To that end, the Center collects, preserves, exhibits and interprets historic and contemporary visual art and cultural artifacts and maintains active outreach to a wide community in the second most underdeveloped county in New York State and the six contiguous counties of the Southern Tier of western New York and northern Pennsylvania. The St. Bonaventure University collections include over 3,000 works of art dating from several hundred years before the birth of Christ into the 21st century, representing European, American, Asian and Mesoamerican cultures. The collections include paintings, sculpture, pottery, glass, woodcarvings, drawings and other works on paper in all print media. An installation of over 250 works are on permanent display augmented by ten or more additional temporary exhibitions produced yearly from both loan sources and the University's own holdings. The collections reflect the University's mission through its breadth and depth. We believe our holdings represent an extraordinary resource in an economically challenged community with little access to cultural resources. Part V, Line 4: Description of Intended Use of Endowment Funds: ALLOCATION AS FOLLOWS: 45% SCHLARSHIPS; 10% UNRESTRICTED; 5% LIBRARY; 8%QUICK ARTS CENTER; 13% FRANCISCAN PROGRAMS AND RESEARCH; 17% ACADEMIC PROGRAMS AND TEACHING; AND 2% RESTRICTED 1 1 1 THE POLICY IS PUBLISHED IN PRINTED PAMPHLETS, CATALOGUES, BROCHURES, AND NEWSPAPER ADVERTISEMENTS. 1 1 1 1 0 0 0 0 0 0 0 0 1 0 THE INSTITUTION RECEIVES FINANCIAL ASSISTANCE FROM FEDERAL AND NEW YORK STATE AGENCIES. 1 1 EUROPE (INCLUDING ICELAND & GREENLAND) 15 PROGRAM SERVICES HIGHER EDUCATION STUDY ABROAD SERVICES 552011 EAST ASIA & THE PACIFIC 0 PROGRAM SERVICES HIGHER EDUCATION STUDY ABROAD SERVICES 350351 SUB-SAHARA AFRICA PROGRAM SERVICES HIGHER EDUCATION STUDY ABROAD SERVICES 4000 0 15 906362 Procedure for Monitoring Grants Outside the U.S.: Schedule F, Part I, Line 2: GRANT FUNDS REPRESENT SCHOLARSHIPS WHICH ARE POSTED RIGHT TO THE STUDENT'S ACCOUNT TO OFFSET TUITION CHARGES. Method Used to Acccount for Expenditures: Schedule F, Part I, Line 3: EXPENDITURES ARE ACCOUNTED FOR ON THE ACCRUAL BASIS OF ACCOUNTING. 1 SCHOLARSHIPS FOR STUDENTS ATTENDING THE UNIVERSITY. 1875 23865273 Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, Part I, Line 2: ACADEMIC AWARDS ARE MONITORED AT THE TIME OF ADMISSION. ALL STUDENTS ARE REVIEWED FOR ACADEMIC AWARD ELIGIBILITY. THE SAME CRITERIA IS USED FOR ALL STUDENTS, INTERNATIONAL OR NOT. IF STUDENTS ARE ELIGIBLE THEY ARE NOTIFIED ALONG WITH THEIR OFFER OF ADMISSION. RENEWAL IS BASED, AMONG OTHER THINGS, ON CUMULATIVE GPA, RESIDENTIAL STATUS, ETC. FRANCISCAN INSTITUTE AWARDS ARE REVIEWED FOR ELIGIBILITY AND AMOUNTS ARE DETERMINED BY FI. ATHLETE AWARDS ARE ADDITIONAL AID TO ACADEMIC AWARDS AND ARE DETERMINED BASED ON THE SPORT, NCAA STANDARDS, INTERNAL FUNDS AVAILABILITY, AND NEGOTIATIONS BETWEEN THE COACH AND ATHLETE. X 1 1 X X X X 0 0 0 0 0 0 0 0 0 dr michael fischer 134322 0 0 0 0 0 0 0 56357 0 190679 0 0 0 brenda MCGEE 134322 0 0 0 2344 0 0 0 21892 0 158558 0 0 0 MARK SCHMIDT 290244 0 0 0 393 0 0 0 37828 0 328465 0 0 0 COUNTY OF CATTARAUGUS IDA 237312732 149468ES5 2006-05-04 8000000 DORMITORY RENOVATIONS AND AN ADDITION/RENOVATION TO STUDENT DINING FACILITY 0 0 8000000 757871 216051 7242129 2007 0 0 1 1 0 0 0 0 0 0.00000 0.00000 0.00000 1 0 0 0 0 0 1 ROBERT A PRINCE SON OF TRUSTEE INSTITUTIONAL AID Amount $ 12500. CHRISTOPHER A SPONYOE GRANDSON OF TRUSTEE INSTITUTIONAL AID Amount $ 10500. X 2250 FMV AT TIME OF GIFT X 22 607674 FMV AT TIME OF GIFT X 1 0 X 2 0 X GIFT CARDS & GIFT CERTIFICATES 10 0 X GATE AND PARKING PASSES 1 0 X LABOR & EQUIPMENT 1 0 X SPORTS EQUIPMENT 1 1700 FMV AT TIME OF GIFT 0 1 0 Non Reporting of Revenue: Part I, Line 33: THE UNIVERSITY RECORDS DONATED SECURITIES AND FIXED ASSETS WHICH ARE CAPITALIZED. Form 990, Part VI, Section B, line 11 The Form 990 is subject to review by both the Finance and Trusteeship Committees of the Board of Trustees prior to being filed. It is also made available on the Trustees web site for the perusal of all trustees during the period in which it is under review, prior to filing. Form 990, Part VI, Section B, line 12c THE POLICY REQUIRES THAT ANY CONFLICTS ARE SELF-DISCLOSED AND ADDITIONAL CONFLICTS AND POTENTIAL CONFLICTS ARE MONITORED THROUGH THE VICE-PRESIDENTIAL OFFICES, OFFICE OF THE PRESIDENT AND OFFICE OF HUMAN RESOURCES. Form 990, Part VI, Section B, line 15 AN EXTERNAL COMPENSATION CONSULTING FIRM IS RETAINED TO ASSIST WITH SETTING AND ADMINISTERING COMPENSATION. THEY REVIEW ALL JOB DESCRIPTIONS, AND ESTABLISH A RECOMMENDED SALARY RANGE BASED ON THE JOB DESCRIPTION AND RELEVANT BENCHMARK DATA. THE PRIMARY DATA USED IS SURVEY DATA FROM THE COLLEGE AND UNIVERSITY PERSONNEL ASSOCIATION. IT IS SUPPLEMENTED BY APPROPRIATE DATA IN SPECIFIC INDUSTRIES AND/OR LOCAL DATA. THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES REVIEWS THE DATA WITH THE CONSULTANT AND SETS THE PRESIDENT'S SALARY. Form 990, Part VI, Section C, line 19 GOVERNING DOCUMENTS (INCLUDING POLICIES) ARE AVAILABLE TO THE PUBLIC THROUGH THE OFFICE OF HUMAN RESOURCES AND/OR PUBLIC RELATIONS OFFICE. FINANCIAL STATEMENTS ARE AVAILABLE ON GUIDESTAR.COM, OR THROUGH THE FINANCE OFFICE OF THE UNIVERSITY.