2011-05-13T09:28:11-05:00 2010-06-30 KPMG LLP One Financial Plaza Hartford CT 061032608 990 2009-07-01 060646829 SAINT JOSEPH COLLEGE STJO 8602315405 1678 ASYLUM AVENUE WEST HARTFORD CT 061172791 shawn m harrington 8602324571 2011-05-11 true kpmg 8605223200 2009 2016-03-07 17:11:31Z PAMELA TROTMAN REID PHD 1678 ASYLUM AVENUE WEST HARTFORD CT 061172791 76796464 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. 26 25 1077 100 163024 -104432 4820000 5555503 43434258 43989000 -1574000 1376799 48742 27497 46729000 50948799 9886000 10665000 0 0 26794257 28516763 0 0 1044199 12097702 12344036 48777959 51525799 -2048959 -577000 54922406 53864983 27419406 27101816 27503000 26763167 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. false false 34212807 10665000 34755000 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 841 STUDENTS ENROLLED,SAINT JOSEPH COLLEGE HAS A CO-EDUCATIONAL GRADUATE AND PROFESSIONAL STUDIES PROGRAM OFFERING MASTER'S DEGREES AND CERTIFICATES TO 972 STUDENTS; A CO-EDUCATIONAL WEEKEND PROGRAM SERVING 122 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 IS SCHEDULED TO BEGIN IN SEPTEMBER 2011. 7395000 9070976 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 142 children since 1936. It serves as a training program for College students pursuing careers in early childhood education and related fields. 41607807 true true false true false false true false true true true false true false true false false false true false false false true true true false true false false false false false false false false true true false false false true false false false true 207 0 true 1077 true true true false false false false true true false false false 26 25 true false 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 Controller 8602315405 1678 ASYLUM AVENUE WEST HARTFORD CT 06117 SHELAGH H ONEILL 1.0 X LAURA BERRY 1.0 X DIANE F BROWN 1.0 X GERALD J BOISVERT 1.0 X GEORGE F LYNN 1.0 X MADELYN COLON 1.0 X ANN ISELEY 1.0 X ROSEMARY E JEFFRIES RSM PHD 1.0 X WILLIAM T KOSTURKO 1.0 X LOIS F LEWIS 1.0 X JEANNE B MEROLA 1.0 X FAY M OBRIEN RSM PHD 1.0 X BREWSTER PERKINS 1.0 X EDWARD G SULLIVAN CPA 1.0 X Roselee B Fanelli 1.0 X Suzanne Gallagher RSM PhD 1.0 X Martin J Gavin 1.0 X E Clayton Gengras Jr 1.0 X Sheila W Horan 1.0 X Mary A McCarthy RSM 1.0 X PAMELA TROTMAN REID PHD 37.5 X X 239119 0 79945 PATRICIA J ROONEY RSM 1.0 X Kathleen D Amatangelo 1.0 X Trudy A Dickneider PhD 1.0 X Irene Holowesko RSM 1.0 X Edmund M See JD 1.0 X CHARLES G MANN 37.5 X 153265 0 30040 BILLYE AUCLAIR 37.5 X 142140 0 16282 SHAWN M HARRINGTON 37.5 X 0 0 0 ANNE LIPPERT 37.5 X 0 0 0 DANIEL NUSSBAUM 37.5 X 108447 0 13025 MARY KATE COX 37.5 X 134321 0 15668 BERNARD LINDAUER 37.5 X 113313 0 26006 JOSEPH OFOSU 37.5 X 132250 0 15027 1022855 0 195993 11 false true false SODEXO INC AFFILIATES 9801 WASHINGTONIAN BLVD GAITHERSBURG MD 20878 FACILITIES MGMT 974794 ROYALL COMPANY 1920 EAST PARHAM RD RICHMOND VA 23228 CONSULTING 235751 BON APPETIT CO COMPASS GROUP USA 2400 YORKMONT RD CHARLOTTE NC 28217 FOOD SERVICES 1315673 AEGIS ELECTRICAL SYSTEMS LLC 1 RESEARCH DRIVE BRANFORD CT 06405 SOLAR PANEL INSTALL. 409978 REGISTRY OF COLLEGE AND UNIV PRESI 3 CENTENNIAL DR PEABODY MA 01960 INTERIM ADMIN. SERV. 172272 11 129316 3603000 1823187 130396 5555503 TUITION AND FEES 611710 30386000 30386000 RESIDENCE & DINING 721310 4369000 4369000 SALES & SERVICES 611710 9070976 9070976 FITNESS CENTER REVENUE 713940 163024 163024 43989000 465799 465799 0 0 26644000 25733000 911000 911000 911000 73260 129316 114665 -41405 -41405 0 0 OTHER INCOME 900099 68902 68902 68902 50948799 43825976 163024 1404296 0 10665000 10665000 0 0 629411 168744 385067 75600 0 22012941 18751501 2674729 586711 1555580 1325105 189014 41461 2754485 2346380 334690 73415 1564346 1332572 190079 41695 946096 946096 96030 96030 131500 131500 0 0 126799 126799 2107214 1586773 358352 162089 566521 147385 414328 4808 608595 250630 343255 14710 444974 3902 441072 0 1181784 827249 354535 166237 134088 22195 9954 0 195325 160751 26079 8495 573492 573492 0 2399290 1679503 719787 268453 268453 FOOD SERVICE 1215014 1215014 TRANSPORTATION 41114 2154 38960 POSTAGE 115766 94867 11194 9705 TELEPHONE AND CABLE 122388 40219 82169 DUES & MEMBERSHIPS 438095 308065 116353 13677 599349 567905 29565 1879 51525799 41607807 8873793 1044199 161230 65123 27376 11430 1392565 1162239 1740073 1864173 275519 465083 65854603 32000963 34641507 33853640 15770054 15501826 914082 941469 54922406 53864983 6543713 7041765 2032315 1990280 15000000 14590000 3843378 3479771 27419406 27101816 X 15201000 14216000 3551000 3714000 8751000 8833167 27503000 26763167 54922406 53864983 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 0 false false false 0 false LOBBYING ACTIVITIES PART II-B SAINT JOSEPH COLLEGE BELONGS TO THE CONNECTICUT CONSORTIUM OF INDEPENDENT COLLEGES (CCIC) AND OTHER ACADEMIC ASSOCIATIONS, WHICH AT TIMES MAY ENGAGE IN LOBBYING ACTIVITIES. 0 669785 0 0 X X X X X TEACHING false 15503000 82000 1622000 349000 1363000 15495000 18110000 316000 -2058000 338000 527000 15503000 0.30000 0.70000 0.00000 false false 660380 660380 42427305 16444756 25982549 1602728 889099 713629 15957053 12696009 3261044 5207137 1971099 3236038 33853640 0 CAPITAL LEASE OBLIGATION 140160 GOVERNMENT GRANTS REFUNDABLE 349729 SHORT-TERM LINE OF CREDIT 2989882 3479771 50948799 51525799 -577000 453000 -616000 -163000 -740000 40610000 453000 453000 40157000 126799 10665000 10791799 50948799 41350000 616000 616000 40734000 126799 10665000 10791799 51525799 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 swap (616,000) OTHER REVENUE ON RETURN NOT ON BOOKS PART XII, LINE 4B SCHOLARSHIPS AND FINANCIAL AID 10,665,000 OTHER EXPENSES ON RETURN NOT ON BOOKS PART XIII, LINE 4B SCHOLARSHIPS AND FINANCIAL AID 10,665,000 true true true THE COLLEGE PUBLISHES ITS NON-DISCRIMINATION POLICY IN THE MAJOR NEWSPAPER IN THE METROPOLITAN REGION FROM WHICH MOST OF ITS STUDENTS COME. true true true true false false false false false false false false true false SAINT JOSEPH COLLEGE RECEIVED FINANCIAL AID OR ASSISTANCE FROM GOVERNMENTAL AGENCIES FOR THE BENEFIT OF THE COLLEGE'S STUDENTS. true South America Program Services SOCIAL SERVICE 9000 East Asia and the Pacific Program Services EDUCATIONAL Europe (Including Iceland and Greenland) Program Services EDUCATIONAL Middle East and North Africa Program Services EDUCATIONAL 9000 AL AK AZ AR CA CO CT DC FL GA IL KS KY LA ME MD MA MI MN MS NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI DINNER/AUCTION 13590 13590 987 1505 GALA 188986 129316 59670 21803 7000 42550 2185 38635 0 202576 129316 73260 21803 7000 43537 2185 40140 114665 -41405 true COLLEGE SCHOLARSHIPS & GRANTS 869 10665000 FMV SCHOLARSHIPS MONITOR THE USE OF GRANT FUNDS 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 true true X X X X X false false false false false false false false false CHARLES G MANN 153265 0 0 0 0 0 17330 0 12710 0 183305 0 0 0 BILLYE AUCLAIR 142140 0 0 0 0 0 15635 0 647 0 158422 0 0 0 PAMELA TROTMAN REID PHD 237330 0 0 0 1789 0 26400 0 53545 0 319064 0 0 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. CONNECTICUT HEALTH EDUCATION FACILITIES AUTHORITY 060806186 20774UUB9 2008-04-30 15000000 Residence Halls & Refunding false false 15000000 328547 5949839 2008 false true true true false false false false false true false true true Royal Bank of Canada 10. false false false X 2 2750 APPRAISALS & ESTIM. X 1196 ESTIMATE X 10 111204 AVG. OF MARKET X 1 500 ESTIMATE X AUCTION ITEMS 52 14746 ESTIMATE 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 ENGAGEMENT OF A CONSULTING FIRM SPECIALIZING IN THE HIRING AND COMPENSATION OF COLLEGE PRESIDENTS; 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 IN THE FALL OF 2007. 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. INFORMATION ON TAX-EXEMPT BONDS FORM 990, SCHEDULE K 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 5 328,547 ORGANIZATION'S MEMBERS FORM 990, PART VI, QUESTION 2 TRUSTEES MARTIN J. GAVIN AND GERALD J. BOISVERT HAVE A BUSINESS RELATIONSHIP. CONFERENCE FOR MERCY HIGHER EDUCATION 8380 COLESVILLE ROAD SUITE 300 SILVER SPRING MD 20910 431973007 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