2024-03-04T12:43:39-06:00 2023-06-30 390859910 BAKER TILLY US LLP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2022-07-01 231501197 HOLY FAMILY UNIVERSITY HOLY 2673413205 9801 FRANKFORD AVE PHILADELPHIA PA 19114 ERIC NELSON CFO 2673413205 2024-03-04 1 ERIC NELSON 999009999 0 KERRI N BOGDA CPA P00760402 7177404863 2024-03-04 X 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DR ANNE PRISCO 9801 FRANKFORD AVE PHILADELPHIA PA 19114 83958970 0 X WWW.HOLYFAMILY.EDU X 1954 PA LIBERAL ARTS & PROFESSIONS EDUCATION IN DOCTORATE, GRADUATE, UNDERGRADUATE & NON-DEGREE PROGRAMS 25 24 1084 10 0 0 3931833 5847866 74703804 75675320 1546090 1811769 306014 334717 80487741 83669672 27816500 30201324 0 0 27669644 27553569 0 0 1239511 19449417 20808130 74935561 78563023 5552180 5106649 126774324 135503882 37459991 40916594 89314333 94587288 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 68534336 30201324 75675320 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 $30,201,324 IN 2023.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). 68534336 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 4439 0 1084 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 25 24 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 CYNTHIA MEYER CSFN MA SECRETARY 2.00 X X 0 0 0 JAMES BENNETT TRUSTEE 2.00 X 0 0 0 ROGER FALLOON TRUSTEE 2.00 X 0 0 0 SISTER JANICE FULMER CSFN PHD 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 LARRY LYNCH TRUSTEE 2.00 X 0 0 0 C WILLIAM MOFFITT TRUSTEE 2.00 X 0 0 0 SEAN O'HARA 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 ALBERT M TANTALA SR 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 ALBERT T CHADWICK III TRUSTEE 2.00 X 0 0 0 SISTER CELINE WARNILO CSFN LHD TRUSTEE 2.00 X 0 0 0 SKARIA ROSHAN PULIMKALAYIL TRUSTEE 2.00 X 0 0 0 SISTER THEA KRAUSE CSFN PHD TRUSTEE 2.00 X 0 0 0 CAROLYN PADAVANO PHD RN TRUSTEE 2.00 X 0 0 0 RAY ANGELO TRUSTEE EMERITUS 1.00 X 0 0 0 DENNIS COLGAN TRUSTEE EMERITUS 1.00 X 0 0 0 LORETTA HENNESSEY TRUSTEE EMERITUS 1.00 X 0 0 0 ANNE MARIE PETTIT TRUSTEE EMERITUS 1.00 X 0 0 0 ANTHONY SZUSZCZEWICZ TRUSTEE EMERITUS 1.00 X 0 0 0 ANNE M PRISCO PHD PRESIDENT 40.00 X X 411321 0 34435 JAMES GARVEY VP FOR ADVANCEMENT 40.00 X 118754 0 4510 ERIC NELSON CFO 40.00 X 234675 0 19011 ROCHELLE A ROBBINS VP FOR ACADEMIC AFF. 40.00 X 187544 0 23215 SYLVIA MCGEARY CHIEF OF STAFF 40.00 X 162800 0 8125 JENNIFER LULING ASSOC VP HR 40.00 X 175194 0 22454 SHERRIE A MADIA VP OF MARKETING & COMMUNIC 40.00 X 159645 0 15244 ANNE MCMAHON ASSOC VP CONTROLLER 40.00 X 147601 0 13948 LESLIE MARGOLIS VICE PRESIDENT FOR IT/CIO 40.00 X 160881 0 6563 MAI-LY F PULLEY PROFESSOR 40.00 X 148812 0 25146 1907227 0 172651 35 0 1 0 K12 TEACHERS ALLIANCE 20624 ABBEY WOODS COURT FRANKFORT IL 60423 RECRUITING ORGANIZATION 1316402 METZ CULINARY MANAGEMENT TWO WOODLANDS DRIVE DALLAS PA 18612 DINING SERVICES 1259037 ALLIED UNIVERSAL SECURITY SERVICES PO BOX 828854 PHILADELPHIA PA 19182 SECURITY SERVICES 1254934 ATI 62277 COLLECTIONS CTR DRIVE CHICAGO IL 60693 TESTING SERVICE 1032116 INTERSTATE MAINTENANCE CORPORATION 508 PRUDENTIAL ROAD STE 100 HORSHAM PA 19044 HOUSEKEEPING SERVICE PROVIDER 630348 20 248125 31000 4310351 1258390 25162 5847866 TUITION AND FEES 611600 72646598 72646598 AUXILIARY ENTERPRISES 611600 3028722 3028722 75675320 815216 815216 77500 18629 58871 58871 58871 1184983 188430 996553 996553 996553 51785 248125 82239 -30454 -30454 FACILITIES RENTALS 900099 134097 134097 ATHLETICS 900099 54984 54984 TRUST MISC. INCOME 900099 54661 54661 62558 62558 306300 83669672 75675320 0 2146486 X 30201324 30201324 1019860 492062 527798 22637420 19457472 2615680 564268 596677 433805 143563 19309 1595923 1124201 429319 42403 1703689 1469276 193498 40915 53860 53860 9400160 6185753 2803918 410489 667872 1438 666434 1018397 774441 199854 44102 1036205 1027587 7847 771 380474 328884 47421 4169 1725735 1725735 2879159 2879159 489556 21551 468005 TESTING EXPENSES 1034215 1034215 PRINTING 794149 526238 186336 81575 DUES AND SUBSCRIPTIONS 447422 325246 110097 12079 BAD DEBT EXPENSE 200000 200000 680926 525949 135546 19431 78563023 68534336 8789176 1239511 31274439 10586315 4135497 9109262 836095 821591 4876538 4403453 9549 10194 1372561 714468 112627967 46371901 58045050 66256066 21312589 38676684 2104254 1854479 1186293 1035326 1621459 2036044 126774324 135503882 5305186 4737985 2352576 2119980 25192608 29301267 2809334 2855000 1800287 1902362 37459991 40916594 X 80999268 85653799 8315065 8933489 89314333 94587288 126774324 135503882 X 5106649 605880 -439574 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 24446816 54450 2227586 188430 26540422 27320970 55399 -2733443 196110 24446816 21322160 193265 5982755 177210 27320970 21323645 71997 93678 167160 21322160 21009382 139954 327779 153470 21323645 0.74000 0.26000 0.00000 0 0 9091698 9091698 81070636 34373483 46697153 16416976 10748176 5668800 6048657 1250242 4798415 66256066 REFUNDABLE LOAN PROGRAM 1359650 DEPOSITS HELD IN CUSTODY 153773 OPERATING LEASE PAYABLE 327817 GIFT ANNUITY LIABILITY 61122 1902362 X 53681662 605880 -30640898 -30035018 83716680 53860 -100868 -47008 83669672 48408707 100868 100868 48307839 53860 30201324 30255184 78563023 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 -30,201,324. CHANGE IN VALUE OF PERPETUAL TRUST 58,718. LOSS ON BOND DEFEASANCE -498,292. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES -82,239. GAMING EXPENSES RENTAL EXPENSES -18,629. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 82,239. GAMING EXPENSES RENTAL EXPENSES 18,629. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID EXPENSES NETTED ON FINANCIALS 30,201,324. 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. TIGERS ON THE LOOSE 238750 202000 36750 0 0 5000 37639 1700 13422 GOLF OUTING 61160 46125 15035 0 1775 18877 0 0 3826 1 299910 248125 51785 1775 23877 37639 1700 17248 82239 -30454 0 STUDENT FINANCIAL AID 1882 0 30201324 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 345000 0 0 0 66321 0 15250 0 19185 0 445756 0 0 0 ERIC NELSON CFO 234675 0 0 0 0 0 11734 0 7277 0 253686 0 0 0 ROCHELLE A ROBBINS VP FOR ACADEMIC AFF. 187544 0 0 0 0 0 7127 0 16088 0 210759 0 0 0 JENNIFER LULING ASSOC VP HR 175194 0 0 0 0 0 8760 0 13694 0 197648 0 0 0 SHERRIE A MADIA VP OF MARKETING & COMMUNIC 159645 0 0 0 0 0 7967 0 7277 0 174889 0 0 0 MAI-LY F PULLEY PROFESSOR 148812 0 0 0 0 0 3651 0 21495 0 173958 0 0 0 SYLVIA MCGEARY CHIEF OF STAFF 162800 0 0 0 0 0 8125 0 0 0 170925 0 0 0 LESLIE MARGOLIS VICE PRESIDENT FOR IT/CIO 160881 0 0 0 0 0 0 0 6563 0 167444 0 0 0 ANNE MCMAHON ASSOC VP CONTROLLER 147601 0 0 0 0 0 7380 0 6568 0 161549 0 0 0 PART I, LINE 1A IN LIEU OF A PRESIDENT'S HOUSE, THE PRESIDENT RECEIVES A HOUSING ALLOWANCE WHICH IS INCLUDED IN TAXABLE INCOME FOR THE PRESIDENT. 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 THE HOUSING ALLOWANCE 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 2022. 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 344979 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 25162 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 6,185,753. MANAGEMENT AND GENERAL EXPENSES 2,803,918. FUNDRAISING EXPENSES 410,489. TOTAL EXPENSES 9,400,160. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF PERPETUAL TRUST 58,718. LOSS ON BOND DEFEASANCE -498,292. 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