2025-03-13T16:24:10-05:00 2024-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2023-07-01 231501197 HOLY FAMILY UNIVERSITY HOLY 2673413205 9801 FRANKFORD AVE PHILADELPHIA PA 19114 ERIC NELSON CFO 2673413205 2025-03-13 1 0 KERRI N BOGDA CPA P00760402 7177404863 2025-03-13 2023 2025-03-06 01:10:19Z DR ANNE PRISCO 9801 FRANKFORD AVE PHILADELPHIA PA 19114 148736578 0 X WWW.HOLYFAMILY.EDU X 1954 PA LIBERAL ARTS & PROFESSIONS EDUCATION IN DOCTORATE, GRADUATE, UNDERGRADUATE & NON-DEGREE PROGRAMS 19 17 1111 10 0 0 5847866 4644365 75675320 85723996 1811769 5696785 334717 377873 83669672 96443019 30201324 36231701 0 0 27553569 30586281 0 0 1809225 20808130 24873755 78563023 91691737 5106649 4751282 135503882 134917861 40916594 36959030 94587288 97958831 X HOLY FAMILY UNIVERSITY, A MINISTRY OF THE SISTERS OF THE HOLY FAMILY OF NAZARETH, OFFERS EDUCATION IN THE LIBERAL ARTS AND PROFESSIONS THROUGH DOCTORATE, GRADUATE, UNDERGRADUATE, AND NON-DEGREE PROGRAMS. CONTINUED ON SCHEDULE O.AS A CATHOLIC UNIVERSITY, HOLY FAMILY SEEKS DIRECTION AND INSPIRATION FROM THE LIFE AND TEACHING OF JESUS CHRIST, AFFIRMS THE VALUES OF THE JUDEO-CHRISTIAN TRADITION, AND WITNESSES TO THE DIGNITY OF EACH PERSON AND THE ONENESS OF THE HUMAN FAMILY. HOLY FAMILY UNIVERSITY EDUCATES STUDENTS TO ASSUME LIFELONG RESPONSIBILITIES TOWARDS GOD, SOCIETY AND SELF. 0 0 80426175 36231701 85723996 HOLY FAMILY UNIVERSITY IS A FULLY ACCREDITED PRIVATE COED UNIVERSITY OFFERING LIBERAL ARTS AND PROFESSIONAL PROGRAMS THROUGH DOCTORATE, GRADUATE, UNDERGRADUATE, AND NON-DEGREE PROGRAMS. THE UNIVERSITY PROVIDES 133 DEGREE PROGRAMS AND 6 NON-DEGREE PROGRAMS.INSTITUTIONAL AID PROVIDED TO STUDENTS WAS $36,231,701 IN 2024.CONTINUED ON SCHEDULE O.THE UNIVERSITY IS ACCREDITED BY THE MIDDLE STATES COMMISSION ON HIGHER EDUCATION, THE COMMISSION ON COLLEGIATE NURSING AND THE JOINT REVIEW COMMITTEE OF EDUCATION IN RADIOLOGIC TECHNOLOGY. TRADITIONAL GRADUATE AND UNDERGRADUATE PROGRAMS OFFERED FROM THE SCHOOL OF BUSINESS ARE ACCREDITED BY THE ACCREDITATION COUNCIL FOR BUSINESS SCHOOLS AND PROGRAMS (THIS ACCREDITATION DOES NOT APPLY TO THE UNDERGRADUATE AND GRADUATE BUSINESS DEGREES OFFERED THROUGH THE DIVISION OF EXTENDED LEARNING). THE FIRE SCIENCE AND PUBLIC SAFETY ADMINISTRATION DEGREE PROGRAM IS ACCREDITED BY THE INTERNATIONAL FIRE SERVICE ACCREDITATION CONGRESS.TEACHER CERTIFICATION PROGRAMS AT THE GRADUATE AND UNDERGRADUATE LEVELS ARE APPROVED BY THE COMMONWEALTH OF PENNSYLVANIA, DEPARTMENT OF EDUCATION. THE UNIVERSITY HAS ALSO BEEN APPROVED BY THE PENNSYLVANIA STATE BOARD OF NURSE EXAMINERS AND THE VETERANS ADMINISTRATION, AND IT IS A MEMBER OF THE AMERICAN ASSOCIATION FOR COLLEGES FOR TEACHER EDUCATION (AACTE) AND THE AMERICAN ASSOCIATION OF COLLEGES OF NURSING (AACN). 80426175 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 1 4392 0 1111 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 19 17 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 1 1 0 PA X ANNE MCMAHON AVPCONTROLLER 2673413205 9801 FRANKFORD AVE PHILADELPHIA PA 19114 WILLIAM MANDIA ESQ CHAIR 2.00 X X 0 0 0 PATRICK RYAN ESQ VICE CHAIR 2.00 X X 0 0 0 SISTER CELINE WARNILO CSFN LHD SECRETARY 2.00 X X 0 0 0 JAMES DEVER BENNETT ESQ '82 TRUSTEE 2.00 X 0 0 0 ROGER FALLOON TRUSTEE 2.00 X 0 0 0 TIM FOLK MBA TRUSTEE 2.00 X 0 0 0 SISTER JANICE FULMER CSFN PHC TRUSTEE 2.00 X 0 0 0 JAMES P GALLAGHER PHD TRUSTEE 2.00 X 0 0 0 DANIEL P KILCOYNE TRUSTEE 2.00 X 0 0 0 FRED LEH TRUSTEE 2.00 X 0 0 0 LARRY LYNCH TRUSTEE 2.00 X 0 0 0 LINDA RAICHLE PHD TRUSTEE 2.00 X 0 0 0 JOSEPH SLABINSKI III TRUSTEE 2.00 X 0 0 0 PETER TANTALA PE TRUSTEE 2.00 X 0 0 0 MARY KEIRANS VASSALLO TRUSTEE 2.00 X 0 0 0 KAREN WOLD TRUSTEE 2.00 X 0 0 0 GERALD WYDRO MD TRUSTEE 2.00 X 0 0 0 SISTER LINDA YANKOSKI CSFN EDD TRUSTEE 2.00 X 0 0 0 SISTER LORETTA THERESA FELICI CSFN CSFN REPRESENTATIVE 2.00 X 0 0 0 RAY ANGELO TRUSTEE EMERITUS 1.00 X 0 0 0 LORETTA HENNESSEY TRUSTEE EMERITUS 1.00 X 0 0 0 ALBERT M TANTALA SR TRUSTEE EMERITUS 2.00 X 0 0 0 ANNE MARIE PETTIT TRUSTEE EMERITUS 1.00 X 0 0 0 DENNIS COLGAN TRUSTEE EMERITUS 1.00 X 0 0 0 ALBERT T CHADWICK III TRUSTEE EMERITUS 2.00 X 0 0 0 SISTER MAUREEN MCGARRITY CSFN PHD PRESIDENT EMERITA 2.00 X 0 0 0 ANNE M PRISCO PHD PRESIDENT 40.00 X X 527276 0 64413 ROCHELLE A ROBBINS VICE PRESIDENT ACADEMIC AFFAIRS 40.00 X 197182 0 24102 ERIC NELSON VICE PRESIDENT FOR FINANCE & ADMIN/CFO 40.00 X 241716 0 19702 SYLVIA MCGEARY CHIEF OF STAFF 40.00 X 182467 0 18630 EDWARD WRIGHT VICE PRESIDENT FOR ENROLLMENT MANAGEMENT 40.00 X 228834 0 33871 JENNIFER LULING ASSOC VP HR 40.00 X 202211 0 22904 SHERRIE A MADIA VP MARKETING & COMMUNICATIONS 40.00 X 173773 0 16152 MAI-LY F PULLEY PROFESSOR 40.00 X 169732 0 25658 MARGARET HARKINS DEAN SCHOOL OF NURSING 40.00 X 178217 0 396 MARIA AGNEW PROFESSOR 40.00 X 160413 0 2186 2261821 0 228014 52 0 1 0 PAISBOA 301 IVEN AVENUE SUITE 315 WAYNE PA 19087 CONSULTING 2199174 METZ CULINARY MANAGEMENT TWO WOODLANDS DRIVE DALLAS PA 18612 DINING SERVICES 1663934 DOYLE SECURITY SERVICES 371 MERRICK RD ROCKVILLE CENTRE NY 11570 SECURITY SERVICES 1411859 DOUGHERTY CLIFFORD & WADSWORTH CORP 895 MARCONI AVE RONKONKOMA NY 11779 ADVERTISING 1308725 KEYPATH EDUCATION LLC 1501 EAST WOODFIELD RD STE 204N SCHAUMBURG IL 60173 EDUCATIONAL SERVICES 1193271 40 223370 306000 1949774 2165221 24878 4644365 TUITION AND FEES 611600 81544148 81544148 AUXILIARY ENTERPRISES 611600 4179848 4179848 85723996 2217772 2217772 52700 16082 36618 36618 36618 55708123 52229110 3479013 3479013 3479013 53475 223370 48367 5108 5108 FACILITIES RENTALS 900099 133118 133118 TRUST MISC. INCOME 900099 49117 49117 ATHLETICS 900099 37866 37866 116046 116046 336147 96443019 85723996 0 6074658 X 36231701 36231701 1063499 523153 540346 25166592 21544218 2535302 1087072 688963 473556 170672 44735 1757971 1331282 342502 84187 1909256 1629121 200331 79804 157499 157499 12512278 8939519 3337713 235046 770912 4519 766393 1148398 870750 216947 60701 891679 888574 2336 769 635557 453921 164417 17219 1268419 1268419 3128496 3128496 804133 27777 776356 PRINTING 1193831 938566 150220 105045 TESTING EXPENSES 981500 981500 DUES AND SUBSCRIPTIONS 544898 412561 120070 12267 BAD DEBT EXPENSE -141148 -141148 977303 778542 116381 82380 91691737 80426175 9456337 1809225 10586315 8485362 9109262 7331115 821591 1260644 4403453 2869577 10194 22074 714468 1243290 115692536 49330417 66256066 66362119 38676684 42619952 1854479 1549294 1035326 936479 2036044 2237955 135503882 134917861 4737985 4838353 2119980 829452 29301267 28847552 2855000 515000 1902362 1928673 40916594 36959030 X 85653799 86856439 8933489 11102392 94587288 97958831 135503882 134917861 X 4751282 -1470506 90767 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 26540667 471348 2685301 196630 29500686 24446816 54450 2227831 188430 26540667 27320970 55399 -2733443 196110 24446816 21322160 193265 5982755 177210 27320970 21323645 71997 93678 167160 21322160 0.74000 0.26000 0.00000 0 0 9091698 9091698 82085329 36018916 46066413 17248018 11734397 5513621 7267491 1577104 5690387 66362119 REFUNDABLE LOAN PROGRAM 1296135 DEPOSITS HELD IN CUSTODY 176890 OPERATING LEASE PAYABLE 399700 GIFT ANNUITY LIABILITY 55948 1928673 X 58758014 -1470506 -36140934 -37611440 96369454 138014 -64449 73565 96443019 55386471 64449 64449 55322022 138014 36231701 36369715 91691737 PART V, LINE 4: THE ENDOWMENT FUNDS HELD BY THE UNIVERSITY ARE INTENDED TO PROVIDE ADDITIONAL SCHOLARSHIPS TO STUDENTS. PART X, LINE 2: THE UNIVERSITY IS EXEMPT FROM INCOME TAX UNDER IRC SECTION 501(C)(3), THOUGH IT IS SUBJECT TO TAX ON INCOME UNRELATED TO ITS EXEMPT PURPOSE, UNLESS THAT INCOME IS OTHERWISE EXCLUDED BY THE CODE. THE UNIVERSITY HAS PROCESSES PRESENTLY IN PLACE TO ENSURE THE MAINTENANCE OF ITS TAX-EXEMPT STATUS; TO IDENTIFY AND REPORT UNRELATED INCOME; TO DETERMINE ITS FILING AND TAX OBLIGATIONS; AND TO IDENTIFY AND EVALUATE OTHER MATTERS THAT MAY BE CONSIDERED TAX POSITIONS. THE UNIVERSITY HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FINANCIAL AID EXPENSES NETTED ON FINANCIALS -36,231,701. CHANGE IN VALUE OF PERPETUAL TRUST 90,767. LOSS ON BOND DEFEASANCE PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES -48,367. GAMING EXPENSES RENTAL EXPENSES -16,082. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 48,367. GAMING EXPENSES RENTAL EXPENSES 16,082. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID EXPENSES NETTED ON FINANCIALS 36,231,701. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 A STATEMENT ON THE UNIVERSITY'S NONDISCRIMINATION POLICY IS INCLUDED IN THE UNIVERSITY'S PERIODIC NEWSPAPER ADVERTISEMENTS WHICH ARE PUBLISHED MORE THAN ONCE A YEAR. THEY ARE ALSO POSTED ON THE UNIVERSITY'S WEBSITE AND THE ELECTRONIC BULLETIN BOARDS THROUGHOUT CAMPUS. SCHEDULE E, PART I, LINE 6 THE COLLEGE RECEIVES VARIOUS FEDERAL GRANTS DIRECTLY FROM THE U.S. DEPARTMENT OF EDUCATION. AND THE COMMONWEALTH OF PENNSYLVANIA. DECADES OF EXCELLENCE 276845 223370 53475 0 0 33363 0 2000 13004 1 276845 223370 53475 33363 2000 13004 48367 5108 0 STUDENT FINANCIAL AID 2031 0 36231701 BOOK FINANCIAL AID PART I, LINE 2: SCHOLARSHIPS ARE AWARDED TO FIRST TIME FRESHMEN AND TRANSFER STUDENTS BASED ON THE HIGH SCHOOL GPA. STUDENTS MAY ALSO BE ELIGIBLE FOR ENDOWED SCHOLARSHIPS (NAMED SCHOLARSHIPS). TO BE CONSIDERED FOR A NAMED SCHOLARSHIP, STUDENTS MUST COMPLETE THE NAMED SCHOLARSHIP APPLICATION EVERY FALL. ALL APPLICANTS WILL BE NOTIFIED OF THEIR STATUS AFTER NAMED SCHOLARSHIPS ARE AWARDED BY THE INSTITUTIONAL SCHOLARSHIP SELECTION COMMITTEE IN THE FOLLOWING SPRING. TO BE ELIGIBLE, STUDENTS MUST HAVE COMPLETED AT LEAST ONE SEMESTER AT HOLY FAMILY, NOT BE PURSUING A SECOND BACHELOR'S DEGREE, AND BE IN GOOD ACADEMIC STANDING. X X 0 1 X X X X 0 1 0 0 0 0 0 0 0 ANNE M PRISCO PHD PRESIDENT 366048 0 119907 0 41321 0 16500 0 47913 0 591689 0 0 0 EDWARD WRIGHT VICE PRESIDENT FOR ENROLLMENT MANAGE 217194 0 0 0 11640 0 9343 0 24528 0 262705 0 0 0 ERIC NELSON VICE PRESIDENT FOR FINANCE & ADMIN/C 241716 0 0 0 0 0 12086 0 7616 0 261418 0 0 0 JENNIFER LULING ASSOC VP HR 202211 0 0 0 0 0 9043 0 13861 0 225115 0 0 0 ROCHELLE A ROBBINS VICE PRESIDENT ACADEMIC AFFAIRS 197182 0 0 0 0 0 9080 0 15022 0 221284 0 0 0 SYLVIA MCGEARY CHIEF OF STAFF 182467 0 0 0 0 0 9108 0 9522 0 201097 0 0 0 MAI-LY F PULLEY PROFESSOR 169732 0 0 0 0 0 4246 0 21412 0 195390 0 0 0 SHERRIE A MADIA VP MARKETING & COMMUNICATIONS 173773 0 0 0 0 0 8674 0 7478 0 189925 0 0 0 MARGARET HARKINS DEAN SCHOOL OF NURSING 178217 0 0 0 0 0 0 0 396 0 178613 0 0 0 MARIA AGNEW PROFESSOR 160413 0 0 0 0 0 2085 0 101 0 162599 0 0 0 PART I, LINE 1A IN LIEU OF A PRESIDENT'S HOUSE, THE PRESIDENT RECEIVED A HOUSING ALLOWANCE WHICH IS INCLUDED IN TAXABLE INCOME FOR THE PRESIDENT UNTIL MAY 2023. AS OF MAY 2023, THE PRESIDENT LIVES IN A COLLEGE OWNED HOUSE ON CAMPUS. A MEMBERSHIP FOR A SOCIAL CLUB IS PROVIDED FOR THE PRESIDENT FOR USE DURING THE HOSTING OF MEETINGS RELATED TO THE UNIVERSITY. PART I, LINE 1B HOUSING IS PART OF THE PRESIDENT'S EMPLOYMENT CONTRACT. PART I, LINE 4B THE PRESIDENT PARTICIPATES IN A 457(F) PLAN. THERE WERE NO CONTRIBUTIONS OR DISTRIBUTIONS IN CALENDAR YEAR 2023. A PHILADELPHIA AUTHORITY FOR INDUSTRIAL DEVELOPMENT 232237287 71780TBJ1 2023-06-08 24947544 REFINANCING 2013A REVENUE BONDS 0 0 0 B CHELTENHAM TOWNSHIP INDUSTRIAL DEVELOPMENT AUTHORITY 470934617 2022-12-14 5100000 ACQUISITION OF REAL PROPERTY 0 0 0 A 24947544 377038 24553906 2013 1 0 1 1 B 5100000 93264 5006736 2022 0 0 1 1 A 0 0 1 1 0 0.00000 0.00000 0.00000 0 0 1 B 0 0 1 1 0 0.00000 0.00000 0.00000 0 0 1 A 0 1 0 0 0 0 0 0 1 B 0 1 0 0 0 0 0 0 1 A 1 B 1 JAMES BENNETT TRUSTEE 379476 SEE PART V 0 SCHEDULE L, PART IV: JAMES BENNETT, TRUSTEE - JAMES BENNETT IS A SENIOR VP AT ELLUCIAN. ELLUCIAN IS THE UNIVERSITY'S ERP SYSTEM PROVIDER (FINANCIAL AND STUDENT SERVICES). X 1 24878 CLOSING PRICE 0 0 1 0 PART I, COLUMN (B): THE NUMBER IN COLUMN B REPRESENTS THE NUMBER OF DONORS FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF THE UNIVERSITY SHALL BE CSFN MISSION & MINISTRY, INC., A PENNSYLVANIA NONPROFIT. FORM 990, PART VI, SECTION A, LINE 7A THE SOLE MEMBER HAS THE POWER TO APPROVE THE RECOMMENDATION OF THE BOARD OF TRUSTEES TO APPOINT OR REMOVE THE BOARD OF TRUSTEES OR ANY ONE OR MORE OF THE TRUSTEES OR THE PRESIDENT OF THE UNIVERSITY. FORM 990, PART VI, SECTION A, LINE 7B THE GOVERNANCE AND OPERATIONS OF THE UNIVERSITY SHALL BE SUBJECT IN ALL RESPECTS TO THE RIGHT OF THE SOLE MEMBER TO EXERCISE RESERVED POWERS. FORM 990, PART VI, SECTION B, LINE 11B THE UNIVERSITY PROVIDES A COPY OF THE 990, EXCLUDING SCHEDULE B FOR CONFIDENTIALITY, TO THE FULL BOARD OF TRUSTEES PRIOR TO FILING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF TRUSTEES IS REQUIRED TO AT LEAST ANNUALLY DISCLOSE ANY CONFLICTS OF INTEREST. ALL TRUSTEES SHALL DISCLOSE TO THE BOARD ANY POSSIBLE CONFLICT OF INTEREST AT THE EARLIEST PRACTICABLE TIME. NO TRUSTEE SHALL VOTE ON ANY MATTER, UNDER CONSIDERATION AT A BOARD OR COMMITTEE MEETING, IN WHICH SUCH TRUSTEE HAS A CONFLICT OF INTEREST. REVIEW OF CONFLICT OF INTEREST DISCLOSURES IS MONITORED BY THE PRESIDENT'S OFFICE. FORM 990, PART VI, SECTION B, LINE 15 THE UNIVERSITY RETAINS YAFFE & COMPANY TO WORK IN CONJUNCTION WITH EXECUTIVE COMPENSATION COMMITTEE TO DETERMINE THE COMPENSATION OF SENIOR ADMINISTRATION. YAFFE & COMPANY PROVIDES AN EXECUTIVE COMPENSATION SURVEY WHICH IS INCLUSIVE OF ALL COMPENSATION ASPECTS. REVIEW AND APPROVAL OF COMPENSATION IS DOCUMENTED VIA COMPENSATION COMMITTEE MINUTES. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 8,939,519. MANAGEMENT AND GENERAL EXPENSES 3,337,713. FUNDRAISING EXPENSES 235,046. TOTAL EXPENSES 12,512,278. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF PERPETUAL TRUST 90,767. SISTERS OF THE HOLY FAMILY OF NAZARETH 310 NORTH RIVER ROAD DES PLAINES IL 60016 205728349 RELIGIOUS IL 501(C)(3) LINE 1 N/A 0 CSFN MISSION & MINISTRY INC 4001 GRANT AVE PHILADELPHIA PA 19114 205728802 RELIGIOUS PA 501(C)(3) LINE 1 N/A 0 0 0 1 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0