2026-05-13T14:02:02-05:00 2025-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2024-07-01 231365966 ROSEMONT COLLEGE OF THE HOLY CHILD JESUS ROSE 6105270200 1400 MONTGOMERY AVENUE BRYN MAWR PA 190101699 SEAN AUSTIN VP FINANCE & ADMINISTRATION 6105270200 2026-05-12 1 1 KERRI N BOGDA P00760402 7177404863 2026-05-09 2024 2025-03-06 01:10:19Z JAMES CAWLEY 1400 MONTGOMERY AVENUE BRYN MAWR PA 190101699 66591997 0 X WWW.ROSEMONT.EDU X 1921 PA ROSEMONT COLLEGE IS A COMMUNITY OF LEARNERS DEDICATED TO EXCELLENCE & JOY IN PURSUIT OF KNOWLEDGE. 17 16 415 17 0 0 2101627 49195735 16167471 15888248 322041 486944 341320 413915 18932459 65984842 4579162 4414212 0 0 9296420 9882120 0 0 361711 9771653 11899878 23647235 26196210 -4714776 39788632 59629056 77857900 32991629 10318016 26637427 67539884 X ROSEMONT COLLEGE IS A COMMUNITY OF LEARNERS DEDICATED TO EXCELLENCE AND JOY IN THE PURSUIT OF KNOWLEDGE. CONTINUED ON SCHEDULE O.ROSEMONT COLLEGE SEEKS TO DEVELOP IN ALL MEMBERS OF THE COMMUNITY OPEN AND CRITICAL MINDS, AS WELL AS THE ABILITY TO MAKE REASONED MORAL DECISIONS. ROOTED IN CATHOLICISM, AND GUIDED BY THE EDUCATIONAL PRINCIPLES OF CORNELIA CONNELLY AND THE SOCIETY OF THE HOLY CHILD JESUS, ROSEMONT COLLEGE VALUES: TRUST IN AND REVERENCE FOR THE DIGNITY OF EACH PERSON, DIVERSITY IN HUMAN CULTURE AND EXPERIENCE, AND PERSISTENCE AND COURAGE IN PROMOTING JUSTICE WITH COMPASSION. 0 0 19459747 4414212 15888248 ROSEMONT COLLEGE WAS FOUNDED IN 1921 AND IS LOCATED IN SUBURBAN PHILADELPHIA. TOTAL STUDENT ENROLLMENT IS 1,001 AS OF JUNE 30, 2023 WITH A STUDENT-TEACHER RATIO OF 12:1 AND AN AVERAGE CLASS SIZE OF 12. THERE ARE THREE SCHOOLS: THE UNDERGRADUATE COLLEGE, THE SCHOOL OF GRADUATE STUDIES, AND THE SCHOOL OF PROFESSIONAL STUDIES. THE UNDERGRADUATE COLLEGE OFFERS A NUMBER OF MAJORS AND ACADEMIC PROGRAMS AWARDING BACHELOR OF ARTS, BACHELOR OF FINE ARTS, AND BACHELOR OF SCIENCE DEGREES. EACH PROGRAM OFFERS AN IN-DEPTH STUDY OF A PARTICULAR SUBJECT AREA AS WELL AS A BREADTH OF STUDY IN THE LIBERAL ARTS.CONTINUED ON SCHEDULE O.THE SCHOOL OF GRADUATE STUDIES OFFERS GRADUATE PROGRAMS THAT AWARD THE MASTER OF BUSINESS ADMINISTRATION, MASTER OF SCIENCE IN MANAGEMENT, MASTER OF ARTS, MASTER OF FINE ARTS, AND THE MASTER OF EDUCATION DEGREES. THE SCHOOL OF PROFESSIONAL STUDIES OFFERS ACCELERATED DEGREE PROGRAMS, CERTIFICATES, AND CORPORATE TRAINING. THE ACADEMIC FOCUS OF THE ACCELERATED DEGREE PROGRAMS IS ON RELEVANT AND PRACTICAL KNOWLEDGE AND TECHNIQUES. SMALL CLASS SIZE AND A SEMINAR ATMOSPHERE COMPLEMENT THE LEARNING EXPERIENCE.GENERAL EDUCATION SCHOLARSHIPS AND FEDERAL AND STATE GRANTS AND SCHOLARSHIPS ARE AWARDED TO STUDENTS. DURING THE YEARS ENDED JUNE 30, 2025, THE COLLEGE PROVIDED STUDENT FINANCIAL AID FROM INTERNAL RESOURCES OF APPROXIMATELY $4,400,000. 19459747 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 770 0 415 1 0 0 0 0 0 0 0 0 0 0 0 0 X 17 16 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 PA X X SEAN AUSTIN VP FINANCE ADMINISTR 6105270200 1400 MONTGOMERY AVENUE BRYN MAWR PA 190101699 MARIA A FEELEY ESQ CHAIR 5.00 X X 0 0 0 JAMES SCHULTZ ESQ VICE CHAIR 1.00 X X 0 0 0 SEAN FITZPATRICK TREASURER 1.00 X X 0 0 0 TOM BOCK TRUSTEE 1.00 X 0 0 0 MARY ANN BUCKLEY SHCJ TRUSTEE 1.00 X 0 0 0 EILEEN FINN TRUSTEE 1.00 X 0 0 0 AMY DEANGELO TRUSTEE 1.00 X 0 0 0 ANNE DURNEY GANNON TRUSTEE 1.00 X 0 0 0 CARROLL JULIANO SHCJ TRUSTEE 1.00 X 0 0 0 SANDRA LINCOLN SHCJ TRUSTEE 1.00 X 0 0 0 EILEEN MCDEVITT SHCJ TRUSTEE 1.00 X 0 0 0 ROSEANNE MCDOUGALL SHCJ EDD TRUSTEE 1.00 X 0 0 0 DENNIS SHENBERGER TRUSTEE 1.00 X 0 0 0 MARCIA SICHOL SHCJ PHD TRUSTEE 1.00 X 0 0 0 NEFERTIRI SICKOUT ESQ TRUSTEE 1.00 X 0 0 0 MEGAN SULLIVAN TRUSTEE 1.00 X 0 0 0 LAURA WHITNEY TRUSTEE 1.00 X 0 0 0 JAMES F CAWLEY PRESIDENT 40.00 X 255000 0 54105 CHARLES STEINMETZ INTERIM VP FIN/ADMIN (UNTIL 1/25) 40.00 X 133140 0 22751 SEAN AUSTIN VP FINANCE & ADMINISTRATION (AS OF 5/25) 40.00 X 0 0 0 PAULETTE HUTCHINSON UC DEAN 40.00 X 111283 0 21306 THOMAS DEGEORGE INTERIM DIR & ASST PROF COUNSELING 40.00 X 130916 0 23600 KAREN O'DONNELL VP INST ADVANCEMENT 40.00 X 145800 0 50829 776139 0 172591 5 0 1 0 ARAMARK MANAGEMENT SERVICE LP 1101 MARKET STREET PHILADELPHIA PA 19107 FACILITIES MANAGEMENT 1403472 EAT'N PARK HOSPITALITY GROUP 285 E WATERFRONT DR HOMESTEAD PA 15120 FOOD SERVICE 1051220 DALE CORPORATION 70 LIMEKILN PIKE GLENSIDE PA 19038 RENOVATION SERVICES 632470 NETRIX COGENTIX PO BOX 7795 CAROL STREAM IL 60197 COMPUTER SERVICES 325871 MASONRY PRESERVATION 1650 HYLTON ROAD PENNSAUKEN NJ 08110 RESTORATION SERVICES 202200 5 182841 49012894 96330 49195735 STUDENT TUITION AND FEES 611710 12110256 12110256 ROOM AND BOARD-STUDENTS 721310 3777992 3777992 15888248 364099 364099 137004 0 137004 137004 137004 730000 607155 122845 122845 122845 FINES COLLECTED FOR PROPERTY DAMA 900099 175191 175191 COMMISSIONS 900099 53236 53236 INSURANCE PROCEEDS 900099 13862 13862 34622 34622 276911 65984842 15888248 0 900859 X 4414212 4414212 684230 484661 181956 17613 6962769 4931950 1851591 179228 223365 158216 59399 5750 1408221 997488 374484 36249 603535 427503 160497 15535 54001 54001 111653 111653 67258 67258 2733084 2397698 284926 50460 39930 22 31538 8370 501265 157755 338453 5057 713193 46368 666825 710143 214232 495911 11944 11656 288 8227 304 6173 1750 1063886 694194 369692 1441627 1441627 669433 655571 13862 FOOD 1378978 1378978 BAD DEBT 1043227 1043227 OTHER PROGRAM COSTS 501612 426577 33336 41699 REPAIRS & MAINTENANCE 287026 146316 140710 563391 474419 88972 26196210 19459747 6374752 361711 699960 704060 592640 14402457 2367590 2310482 2263861 1927142 177634 210848 329082 146719 68905146 33270528 28598688 35634618 12593164 21237111 116006 116006 11890431 1168457 59629056 77857900 2586095 1621742 616584 279569 16142361 2976371 2000000 11646589 5440334 32991629 10318016 X 5944041 42087474 20693386 25452410 26637427 67539884 59629056 77857900 X 39788632 1079812 34013 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 96330 96330 X X 0 12362968 8092418 1488844 730000 21214230 16145894 39143 1827901 829360 4820610 12362968 15273886 16965 1703174 848131 16145894 18341797 156455 -2304585 919781 15273886 17272190 33396 3586025 919781 1630033 18341797 0.03713 0.96287 0.00000 0 0 352332 352332 59380619 25342857 34037762 7531548 7531548 0 1640647 396123 1244524 35634618 CAPITAL LEASE PAYABLE 196 REFUNDABLE ADVANCES - FROM FEDERAL GOVERNMENT 47247 UNEARNED CONTRACT REVENUE 368751 REFUNDABLE ADVANCE - FROM VILLANOVA UNIVERSITY 5024140 5440334 X 62650414 1079812 -4414240 -3334428 65984842 0 65984842 21747957 0 21747957 4448253 4448253 26196210 PART III, LINE 4: THE CAPLAN AFRICAN ART COLLECTION IS A DYNAMIC TEACHING COLLECTION ESTABLISHED TO BRING AFRICAN AND AFRICANA ART INTO DIRECT AND SUSTAINED DIALOGUE WITH STUDENT LEARNING. CONCEIVED WITH PEDAGOGY AT ITS CORE, THE COLLECTION SUPPORTS INTERDISCIPLINARY ENGAGEMENT ACROSS AFRICAN AND AFRICANA STUDIES, ART HISTORY, STUDIO ARTS, SOCIOLOGY, HISTORY, AND RELATED FIELDS BY PROVIDING OPPORTUNITIES FOR HANDS-ON, OBJECT-BASED RESEARCH. RATHER THAN ENCOUNTERING WORKS OF ART SOLELY THROUGH SECONDARY SOURCES, STUDENTS ENGAGE DIRECTLY WITH MATERIAL CULTURE, FORMULATING QUESTIONS, DEVELOPING INTERPRETATIONS, AND CULTIVATING CRITICAL ANALYTICAL PERSPECTIVES. AS PART OF THE CULTURAL HERITAGE GALLERY COLLECTION AT ROSEMONT COLLEGE, THE CAPLAN AFRICAN ART COLLECTION IS EMBEDDED WITHIN A BROADER INSTITUTIONAL FRAMEWORK DEDICATED TO THE STEWARDSHIP AND INTERPRETATION OF GLOBAL ARTISTIC TRADITIONS. THE DEVELOPMENT, PLANNING, AND CURATORIAL DIRECTION OF THE COLLECTION ARE UNDERTAKEN IN CLOSE COLLABORATION WITH KARIN VOLKWEIN-CAPLAN AND THE CULTURAL HERITAGE GALLERY'S EXTERNAL ADVISORY BOARD, ENSURING THAT EXHIBITION DESIGN AND INTERPRETIVE STRATEGIES ARE INFORMED BY BOTH SCHOLARLY EXPERTISE AND COMMUNITY PARTNERSHIP. IN ALIGNMENT WITH THE COLLEGE'S MISSION TO PROMOTE INTELLECTUAL INQUIRY, EXPERIENTIAL LEARNING, AND CROSS-CULTURAL UNDERSTANDING, THE COLLECTION FUNCTIONS BOTH AS A PEDAGOGICAL RESOURCE AND AS A SITE OF SCHOLARLY PRODUCTION. STUDENTS ASSUME ACTIVE ROLES AS RESEARCHERS, CREATORS, AND CURATORS, DRAWING UPON THE COLLECTION TO CONCEPTUALIZE AND INSTALL EXHIBITIONS THAT ARTICULATE THEIR ACADEMIC WORK AND INTERPRETIVE PERSPECTIVES. IN THIS CAPACITY, THE CAPLAN AFRICAN ART COLLECTION ADVANCES A MODEL OF EDUCATION IN WHICH LEARNING IS UNDERSTOOD AS AN ACTIVE, ITERATIVE, AND MATERIALLY GROUNDED PROCESS. PART V, LINE 4: THE COLLEGE'S ENDOWMENT FUND CONSISTS OF APPROXIMATELY 65 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. IT INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS. THE COLLEGE HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENT WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS. PART X, LINE 2: THE COLLEGE ACCOUNTS FOR UNCERTAINTIES IN INCOME TAXES IN ACCORDANCE WITH AUTHORITATIVE GUIDANCE, WHICH PRESCRIBES A RECOGNITION THRESHOLD OF MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD HAS BEEN MET. THE COLLEGE DOES NOT BELIEVE ITS FINANCIAL STATEMENTS INCLUDE ANY UNCERTAIN TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FINANCIAL AID NETTED AGAINST REVENUE ON FINANCIALS -4,380,995. INVESTMENT EXPENSES NETTED AGAINST REVENUE ON FINANCIALS -67,258. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 34,013. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID NETTED AGAINST REVENUE ON FINANCIALS 4,380,995. INVESTMENT EXPENSES NETTED AGAINST REVENUE ON FINANCIALS 67,258. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE RACIALLY NON-DISCRIMINATORY POLICY IS CLEARLY STATED IN ROSEMONT COLLEGE'S PUBLICATIONS AS WELL AS THEIR COURSE CATALOG AND REGISTRATION MATERIAL. SCHEDULE E, PART I, LINE 6 ROSEMONT RECEIVES A VARIETY OF FEDERAL AND STATE GRANTS, RELATED TO STUDENT AID OR PROGRAM SUBSISTENCE. 1 FINANCIAL ASSISTANCE & SCHOLARSHIPS 441 4414212 N/A N/A N/A N/A PART I, LINE 2: ALL STUDENTS APPLYING FOR FEDERAL FUNDS ARE REQUIRED TO SUBMIT THE FREE APPLICATION FOR FEDERAL STUDENT AID ("FAFSA"). THE OFFICE REVIEWS THE RESULTS OF THE FAFSA, WHICH DICTATES WHAT AND HOW MUCH FEDERAL FUNDING THE INDIVIDUAL STUDENT IS ELIGIBLE FOR. IF THE STUDENT IS DETERMINED TO BE IN COMPLIANCE WITH ALL FEDERAL REGULATIONS, AS DETERMINED BY THE DEPARTMENT OF EDUCATION, THE AID OFFICE AWARDS THE STUDENT THE APPROPRIATE FUNDING. STUDENT FILES REGARDING ELIGIBILITY ARE MAINTAINED BY THE STUDENT FINANCIAL AID OFFICE. X X X 0 0 0 0 0 0 0 0 0 JAMES F CAWLEY PRESIDENT 255000 0 0 0 0 0 7650 0 46455 0 309105 0 0 0 KAREN O'DONNELL VP INST ADVANCEMENT 145800 0 0 0 0 0 4374 0 46455 0 196629 0 0 0 CHARLES STEINMETZ INTERIM VP FIN/ADMIN (UNTIL 1/25) 133140 0 0 0 0 0 7276 0 15475 0 155891 0 0 0 THOMAS DEGEORGE INTERIM DIR & ASST PROF COUNSELING 130916 0 0 0 0 0 7855 0 15745 0 154516 0 0 0 X 1 96330 APPRAISAL 0 0 0 PART I, COLUMN (B): THE NUMBER IN COLUMN B REPRESENTS THE NUMBER OF DONORS. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE IS COMPRISED OF THE BOARD OFFICERS, THE CHAIRS OF THE BOARD'S STANDING COMMITTEES, AND THE PRESIDENT OF THE COLLEGE (EX-OFICIO). THE COMMITTEE MAY ACT FOR THE BOARD ON ALL MATTERS EXCEPT: HIRING OR TERMINATION OF THE PRESIDENT, CHANGE IN INSTITUTIONAL MISSION OR PURPOSE, OR CHANGE IN THE INSTITUTIONAL CHARTER OR ARTICLES OF INCORPORATION. FORM 990, PART VI, SECTION B, LINE 11B THE TAX FILING WAS PREPARED BY THE ORGANIZATION'S PUBLIC ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY THE FINANCE AREA. ONCE A DRAFT IS AVAILABLE, IT IS REVIEWED BY EXECUTIVE LEADERSHIP. BEFORE IT IS FINALIZED AND FILED WITH THE IRS, THE COMPLETE FORM 990 PUBLIC DISCLOSURE COPY WAS PROVIDED TO THE PRESIDENT AND MEMBERS OF THE BOARD OF TRUSTEES FOR THEIR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C THE MEMBERS OF THE BOARD OF TRUSTEES ARE REQUIRED TO ANNUALLY DISCLOSE TO THE BOARD CHAIR ANY CONFLICTS OR POTENTIAL CONFLICTS OF INTEREST. FACULTY, ADMINISTRATION, AND STAFF ARE REQUIRED TO DISCLOSE ANY CONFLICTS OR POTENTIAL CONFLICTS OF INTEREST TO THEIR DEAN OR SUPERVISOR. VIOLATIONS OF THE POLICY ARE HANDLED IN ACCORDANCE WITH THE COLLEGE'S DOCUMENTED DISCIPLINARY PROCEDURES. THE PRESIDENT, PROVOST, AND VICE PRESIDENT FOR FINANCE AND ADMINISTRATION ARE JOINTLY RESPONSIBLE FOR MONITORING AND ENFORCING THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 TOP MANAGEMENT OFFICIAL AND ALL OFFICER POSITIONS ARE CLASSIFIED AND PAID ACCORDING TO A UNIFORM INTERNALLY-MAINTAINED SCHEDULE. BECAUSE OF BUDGET CONSTRAINTS, MOST ARE PAID BELOW NATIONAL SALARY AVERAGES OF COMPARATIVE RELIGIOUS COLLEGES/UNIVERSITIES ROSEMONT USES CUPA-HR DATA TO VALIDATE SALARY OFFERS TO ENSURE COMPENSATION DOES NOT EXCEED FMV. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 2,397,698. MANAGEMENT AND GENERAL EXPENSES 284,926. FUNDRAISING EXPENSES 50,460. TOTAL EXPENSES 2,733,084. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 34,013.