2024-04-11T09:19:48-05:00 2023-05-31 161131146 BONADIO & CO LLP 171 SULLYS TRAIL PITTSFORD NY 14534 990 2022-06-01 160746864 ST JOHN FISHER UNIVERSITY STJO 5853858000 3690 EAST AVENUE ROCHESTER NY 14618 MARK HARRIS CFO 5853855242 2024-04-08 1 MARK HARRIS XXX-XX-XXXX 0 AIMEE JOZIC P01346943 5853811000 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DR GERARD J ROONEY 3690 EAST AVENUE ROCHESTER NY 14618 169536782 0 X WWW.SJF.EDU X 1948 NY ST. JOHN FISHER IS A COLLABORATIVE COMMUNITY DEDICATED TO TEACHING AND LEARNING IN A PERSONALIZED EDUCATIONAL ENVIRONMENT. ST. JOHN FISHER IS GUIDED BY ITS CATHOLIC HERITAGE, AS EXPRESSED IN THE MOTTO OF ITS FOUNDERS, THE BASILIAN FATHERS: "TEACH ME GOODNESS, DISCIPLINE, AND KNOWLEDGE." THROUGH AN EDUCATION ROOTED IN THE LIBERAL ARTS, WE PREPARE INDIVIDUALS FOR LIVES OF INTELLECTUAL, PROFESSIONAL, AND CIVIC INTEGRITY, IN WHICH DIVERSITY AND SERVICE TO OTHERS ARE VALUED AND PRACTICED. 30 29 2030 172 644158 0 23750123 10282929 131368141 139089226 4006775 4394293 2219034 3328928 161344073 157095376 48970857 48572147 0 0 62953965 64653899 0 0 3547519 38434779 42885211 150359601 156111257 10984472 984119 335040686 331463091 59689856 60727113 275350830 270735978 X ST. JOHN FISHER IS A COLLABORATIVE COMMUNITY DEDICATED TO TEACHING AND LEARNING IN A PERSONALIZED EDUCATIONAL ENVIRONMENT. ST. JOHN FISHER IS GUIDED BY ITS CATHOLIC HERITAGE, AS EXPRESSED IN THE MOTTO OF ITS FOUNDERS, THE BASILIAN FATHERS: "TEACH ME GOODNESS, DISCIPLINE, AND KNOWLEDGE." THROUGH AN EDUCATION ROOTED IN THE LIBERAL ARTS, WE PREPARE INDIVIDUALS FOR LIVES OF INTELLECTUAL, PROFESSIONAL, AND CIVIC INTEGRITY, IN WHICH DIVERSITY AND SERVICE TO OTHERS ARE VALUED AND PRACTICED. 0 0 89545755 48572147 118184891 INSTRUCTION: TO GIVE INSTRUCTION IN LIBERAL ARTS COURSES LEADING TO THE DEGREES OF BA, BS, BBA, MASTER SCIENCE, MBA, AND PHARM D. 15190003 818373 STUDENT SERVICES: TO SUPPORT THE INSTRUCTION FUNCTION. 13017571 2785487 ACADEMIC SUPPORT: TO SUPPORT THE INSTRUCTION FUNCTION. 7769686 0 20117063 AUXILIARY ENTERPRISES: TO SUPPORT THE INSTRUCTION FUNCTION. 7769686 0 20117063 125523015 1 1 0 1 0 0 0 1 0 1 1 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 1 1 0 0 0 1 0 0 0 0 1 483 0 1 2030 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 30 29 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X DR MARK HARRIS CFO 5853858000 3690 EAST AVENUE ROCHESTER NY 14618 GERARD J ROONEY PHD PRESIDENT 35.00 X X 475669 0 110371 THOMAS G BOWLES CHAIR 1.00 X X 0 0 0 PHILIP H YAWMAN VICE CHAIR 1.00 X X 0 0 0 RONALD D BILLITIER BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 MARTIN K BIRMINGHAM BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 DANIEL J BOYCE ESQ BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 WILLIAM G CLARK BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 CATHERINE D'AMICO BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 JOHN A DEPETERS BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 M KEVIN DUGAN BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 MICHAEL E HAEFNER BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 DONALD E JEFFRIES BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 JILL KNITTEL BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 ANTHONY G LEE BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 JANICE C LOSS BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 ELIZABETH MULLIN-DIPROSA BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 DIANA L NOLE BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 MICHAEL A O'CONOR BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 REBECCA PELINO BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 WILLIAM J PELLICANO BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 JACQUELINE D PETERSON BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 MARK S PETERSON BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 MARY V PIEHLER BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 RONALD A PLUTA BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 WANDA POLISSENI BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 MATTHEW ROWE BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 VICTOR E SALERNO BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 REV GEORGE SMITH CSB BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 MICHAEL F STAPLETON BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 RANDALL M WHITE BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 CHRISTOPHER BIEHN VP FOR INSTITUTIONAL ADVAN 35.00 X 258907 0 56611 JOSE PERALES VP ENROLLMENT MANAGEMENT 35.00 X 229338 0 47116 KEVIN RAILEY PROVOST 35.00 X 261411 0 62591 HEZEKIAH SIMMONS INTERIM VP FOR FINANCE AND ADMINISTRATION AND CFO 35.00 X 259426 0 0 MATHA THORNTON VP FOR STUDENT AFFAIRS AND 35.00 X 174354 0 28289 CHRISTINE BIRNIE DEAN, SCHOOL OF PHARMACY 35.00 X 244839 0 21756 ANN MARIE FALLON DEAN, SCHOOL OF A&S 35.00 X 175771 0 28521 PATRICIA GATLIN DEAN, WEGMANS SCHOOL OF NU 35.00 X 186244 0 45490 DR JOELLEN MAPLES DEAN, SCHOOL OF EDUCATION 35.00 X 156066 0 19559 CAROL WITTMEYER INTERIM DEAN, SCHOOL OF BUSINESS 35.00 X 216397 0 31816 KRISTIN PICARDO ASSISTANT PROVOST 35.00 X 185650 0 12841 TODD CAMENISCH PROFESSOR & CHAIR 35.00 X 169242 0 25931 DAVID MCCAFFREY ASSOCIATE DEAN OF STUDENT AFFAIRS 35.00 X 168762 0 33175 DAVID KUNSCH ASSOCIATE PROFESSOR 35.00 X 162108 0 17539 KARL WILLIAMS PROFESSOR 35.00 X 164716 0 69285 3488900 0 610891 112 0 1 0 HAMILTON STERN CONSTRUCTION LLP 3850 MONROE AVE PITTSFORD NY 14534 CONSTRUCTION 1542803 JAY MARKETING & COMMUNICATIONS LLC 170 LINDEN OAKS ROCHESTER NY 14625 MARKETING 965529 CAMBRIDGE COMPUTER SERVICES 271 WAVERLEY OAKS RD WALTHAM MA 02452 COMPUTER SERVICES/BROKER 874889 LECHASE CONSTRUCTION SERVICES LLC 205 INDIGO CREEK DR ROCHESTER NY 14626 CONSTRUCTION 631648 NIXON PEABODY LLC 1300 CLINTON SQUARE ROCHESTER NY 14604 LEGAL SERVICES 575491 10 4658558 5624371 230994 10282929 TUITION & FEES 611600 138301956 138301956 FACILITIES RENTAL 532000 377683 100000 277683 RESEARCH AND CONTRACT REVENUE 611600 275027 275027 AUXILIARY REVENUE 611600 124198 124198 10362 8123 2239 139089226 4393648 4393648 12372673 12372028 645 645 645 45680 69378 -23698 -23698 MISCELLANEOUS REVENUE 532000 2510461 2510461 BUFFALO BILLS CAMP 900099 471491 471491 PARKING PERMITS/TICKETS 611600 235458 235458 135216 70672 64544 3352626 157095376 141517772 644158 4650517 48572147 48572147 2963990 1688516 718957 556517 47809999 39094215 7170427 1545357 2843910 2200862 546565 96483 7453767 5744492 1436531 272744 3582233 2755847 687722 138664 768332 7120 761212 88444 88444 290362 290362 2972392 1604900 1253118 114374 1434290 11948 1421642 700 3350195 2267473 989813 92909 3147780 914711 2021248 211821 2482683 1263032 1184679 34972 2248490 1935099 247129 66262 420597 362454 53638 4505 1195250 957135 238115 9978556 5364967 4613589 978571 17 978554 FOOD SERVICE 8167352 7808036 359316 SPECIAL PROGRAMS & OTHE 3041003 1579492 1072101 389410 MISCELLANEOUS 1179808 801612 355395 22801 REPAIRS & MAINTENANCE 1026256 526211 500045 0 114850 62729 52121 156111257 125523015 27040723 3547519 1852333 780162 33298992 25711174 9351823 9330781 3371827 5487979 497184 110879 1130764 1424498 329175249 176157556 151093198 153017693 128817158 129993829 5627407 5606096 335040686 331463091 17487896 17320587 6364458 9082607 31827633 28494757 1918290 4009869 3910872 59689856 60727113 X 218283176 214614863 57067654 56121115 275350830 270735978 335040686 331463091 984119 -5598971 0 X 0 1 X 1 1 1 X 16183703 10152039 16705927 23750123 10282929 77074721 16183703 10152039 16705927 23750123 10282929 77074721 14863663 62211058 3161628 3369119 2954887 4001681 4393648 17880963 3290361 2183279 1807441 2145764 3352626 12779471 107735155 0.57740 0.57390 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 831 0 0 831 0 PART II-B, LINE 1: ST. JOHN FISHER PERSONNEL UTILIZED TIME AND RESOURCES TO ADVOCATE FOR CERTAIN STATE LEGISLATIVE ACTIONS/BUDGETS AND BILLS THAT WOULD AFFECT NEW YORK STATE AID AND GRANTS THAT ARE CURRENTLY RECEIVED. X X 0 132548768 6278201 -2538233 1649751 3586989 131051996 134556262 8354514 -5952209 1461300 2948498 132548768 97879974 10004789 30760546 1231531 2857516 134556262 94839826 5687868 1163589 1266531 2544778 97879974 93780033 4325051 293476 1245247 2313487 94839826 0.65220 0.22830 0.11950 0 0 5161963 5161963 212762300 92729370 120032930 18195247 8683230 9512017 76513624 65185632 11327992 16542115 9559324 6982791 153017693 US GOVERNMENT GRANTS REFUNDABLE 1073311 LIABILITY FOR CONDITIONAL ASSET RETIREMENT OBLIGATION 1419145 FINANCE LEASE LIABILITY 1418416 3910872 PART III, LINE 1A: ITEMS IN ST. JOHN FISHER'S ART COLLECTION ARE HELD FOR PUBLIC EXHIBITION, EDUCATION, OR RESEARCH IN FURTHERANCE OF PUBLIC SERVICE AND ARE NOT CAPITALIZED. CONTRIBUTIONS OF COLLECTION ITEMS ARE NOT RECOGNIZED IN THE STATEMENT OF ACTIVITIES. ALL PROCEEDS FROM THE SALE OF COLLECTION ITEMS ARE USED TO ACQUIRE OTHER ITEMS FOR THE COLLECTION. PART III, LINE 4: ITEMS IN ST. JOHN FISHER'S ART COLLECTION ARE HELD FOR PUBLIC EXHIBITION, EDUCATION, OR RESEARCH IN FURTHERANCE OF PUBLIC SERVICE. PART V, LINE 4: ST. JOHN FISHER'S INTENDED USE FOR THEIR ENDOWMENT FUNDS IS TO PROVIDE INCOME FOR ST. JOHN FISHER'S OPERATING EXPENSES, INCLUDING SCHOLARSHIPS AND GRANTS. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 ST. JOHN FISHER PUBLISHES THEIR NONDISCRIMINATION POLICY ON THEIR WEBSITE. SCHEDULE E, PART I, LINE 6 ST. JOHN FISHER RECEIVES FEDERAL AND STATE AID TO BE USED AS SCHOLARSHIPS AND FELLOWSHIPS FOR STUDENTS WHO MEET ELIGIBILITY QUALIFICATIONS. 1 SCHOLARSHIPS AND GRANTS 2847 41720370 FMV TUITION WAIVERS 506 2351419 FMV ROOM GRANTS 523 1802215 FMV TUITION EXCHANGE 27 541585 FMV RESIDENT ASSISTANT 51 623325 FMV MAINTENANCE 78 1533233 FMV PART I, LINE 2: A LIST OF SCHOLARSHIP AND FELLOWSHIP RECIPIENTS IS ON FILE AT ST. JOHN FISHER AND IS AVAILABLE UPON REQUEST. ST. JOHN FISHER RUNS AN ACADEMIC PROGRESS REPORT EVERY YEAR TO DETERMINE EACH STUDENT'S AID ELIGIBILITY. ALTHOUGH THERE MAY BE RECIPIENTS WHO ARE RELATED TO PERSONS HAVING INTEREST IN THE INSTITUTION, SUCH RECIPIENTS ARE SELECTED ON AN EQUAL, OBJECTIVELY DETERMINABLE BASIS WITH OTHER RECIPIENTS. THAT IS, ALL STUDENTS RECEIVING SCHOLARSHIPS AND FELLOWSHIPS ARE JUDGED WORTHY ON THE BASIS OF ACADEMIC ACHIEVEMENT, FINANCIAL NEED, AND OTHER SIMILAR STANDARDS. X X X X X 1 1 X X X X 0 1 0 0 0 0 0 0 0 GERARD J ROONEY PHD PRESIDENT 454012 0 0 0 21657 0 35880 0 74491 0 586040 0 0 0 CHRISTOPHER BIEHN VP FOR INSTITUTIONAL ADVAN 253955 0 0 0 4952 0 20954 0 35657 0 315518 0 0 0 JOSE PERALES VP ENROLLMENT MANAGEMENT 223464 0 0 0 5874 0 18209 0 28907 0 276454 0 0 0 KEVIN RAILEY PROVOST 261411 0 0 0 0 0 20743 0 41848 0 324002 0 0 0 HEZEKIAH SIMMONS INTERIM VP FOR FINANCE AND ADMINISTR 259426 0 0 0 0 0 0 0 0 0 259426 0 0 0 MATHA THORNTON VP FOR STUDENT AFFAIRS AND 174354 0 0 0 0 0 14273 0 14016 0 202643 0 0 0 CHRISTINE BIRNIE DEAN, SCHOOL OF PHARMACY 244839 0 0 0 0 0 19508 0 2248 0 266595 0 0 0 ANN MARIE FALLON DEAN, SCHOOL OF A&S 175771 0 0 0 0 0 14846 0 13675 0 204292 0 0 0 PATRICIA GATLIN DEAN, WEGMANS SCHOOL OF NU 186244 0 0 0 0 0 15716 0 29774 0 231734 0 0 0 DR JOELLEN MAPLES DEAN, SCHOOL OF EDUCATION 155406 0 0 0 660 0 12895 0 6664 0 175625 0 0 0 CAROL WITTMEYER INTERIM DEAN, SCHOOL OF BUSINESS 201277 0 0 0 15120 0 16924 0 14892 0 248213 0 0 0 KRISTIN PICARDO ASSISTANT PROVOST 185650 0 0 0 0 0 11416 0 1425 0 198491 0 0 0 TODD CAMENISCH PROFESSOR & CHAIR 169242 0 0 0 0 0 12556 0 13375 0 195173 0 0 0 DAVID MCCAFFREY ASSOCIATE DEAN OF STUDENT AFFAIRS 168762 0 0 0 0 0 13978 0 19197 0 201937 0 0 0 DAVID KUNSCH ASSOCIATE PROFESSOR 162108 0 0 0 0 0 11452 0 6087 0 179647 0 0 0 KARL WILLIAMS PROFESSOR 164716 0 0 0 0 0 12442 0 56843 0 234001 0 0 0 PART I, LINE 4B DURING 2023, ST. JOHN FISHER CONTRIBUTED $11,480 TO A 457(B) PLAN ON BEHALF OF PRESIDENT GERARD ROONEY. A MONROE COUNTY INDUSTRIAL DEVELOPMENT CORP 510188852 61075TAR9 2011-05-26 13712491 REFUND SERIES 2008 BONDS ISSUED NOV. 25, 2008 AND REISSUED OCT. 16, 2009. 0 0 0 B MONROE COUNTY INDUSTRIAL DEVELOPMENT CORP 510188852 61075TDS4 2012-06-01 26302067 REFUND 1999 SERIES ISSUED 6/29/99 AND REFUND 2001 SERIES ISSUED 6/21/01. 0 0 0 C MONROE COUNTY INDUSTRIAL DEVELOPMENT CORP 510188852 61075TKC1 2014-03-26 17863924 NEW ACADEMIC/ATHLETIC BUILDINGS AND DEFERRED MAINTENENCE ON EXISTING BUILDIN 0 0 0 A 4705000 13712491 1070100 198225 12444166 2011 1 0 1 1 B 19185000 26302067 374193 25927873 2012 1 0 1 1 C 2370000 17872246 262745 17601179 2014 0 0 1 1 A 1 1 1 1 0 0.05800 0.05800 0 0 1 C 1 0 1 1 0 0 0 1 A 0 0 1 1 0 0 0 0 1 B 0 0 1 1 0 0 0 0 1 C 0 0 0 1 0 0 0 0 1 A 1 B 1 C 1 SCHEDULE K PART II LINE 3 COLUMN C PROCEEDS REPORTED ON LINE 3 INCLUDE INVESTMENT EARNINGS ON THE PROJECT FUND IN THE AMOUNT OF $8,322. SCHEDULE K PART IV LINE 2C, COLUMN C MCIDC, SJFC SERIES 2014: THE CALCULATION FOR COMPUTING NO REBATE DUE WAS PERFORMED ON 3/26/2019. OFFICERS 149744 TUITION REMISSION & MERIT BASED SCHOLARSHIPS FERDINAND J SMITH BOARD OF TRUSTEES MEMBER 503690 ADVERTISING 0 VICTOR SALERNO BOARD OF TRUSTEES MEMBER 247333 ELECTRICAL CONTRACTOR 0 X 23 230994 FAIR MARKET VALUE 0 0 1 0 FORM 990, PART VI, SECTION A, LINE 2 IN CONJUNCTION WITH ST. JOHN FISHER'S ANNUAL CONFLICT OF INTEREST DISCLOSURE THE UNIVERSITY ASKS THE QUESTION "DO YOU HAVE A BUSINESS RELATIONSHIP WITH OTHER TRUSTEES ON THE BOARD?" AS BOARD MEMBERS ARE PROFESSIONALS IN BUSINESS AND OTHER ORGANIZATIONS, IT IS REASONABLE THAT THEY MAY ENGAGE IN BUSINESS WITH ST. JOHN FISHER. NO RELATIONSHIPS WERE DEEMED TO HINDER THEIR ROLE AS TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS EXTENSIVELY REVIEWED BY THE AUDIT COMMITTEE AND POSTED ONTO THE INTRANET FOR BOARD OF TRUSTEE REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES OVERSEES AND ENFORCES COMPLIANCE WITH THE POLICY. FORM 990, PART VI, SECTION B, LINE 15 PRESIDENT AND CABINET MEMBERS: A THIRD PARTY CONSULTANT IS HIRED TO COLLECT COMPENSATION AND BENEFIT DATA FROM PEER INSTITUTIONS IDENTIFIED BY ST. JOHN FISHER. THIS IS COORDINATED BY THE DIRECTOR OF HUMAN RESOURCES. THE EXECUTIVE COMPENSATION COMMITTEE REVIEWS THE AGGREGATE DATA AND TRENDS AND FORWARDS THEIR RECOMMENDATIONS TO THE EXECUTIVE COMMITTEE OF THE BOARD WHO MAKES THE FINAL APPROVAL OF SALARY AND BENEFIT ADJUSTMENTS. FORM 990, PART VI, SECTION C, LINE 19 ALL FORMS REQUESTED WILL BE MADE AVAILABLE AT THE ST. JOHN FISHER CONTROLLER'S OFFICE DURING NORMAL BUSINESS HOURS. IF FEASIBLE, SJF MAY ALSO ELECT TO FULFILL THE REQUEST IN A PDF VERSION. SJFC PRIME CARE LLC 3690 EAST AVENUE ROCHESTER NY 14618 455594499 TO ADMINISTER GRANTS IN HEALTH-RELATED ACADEMIC PROGRAMS. NY 0 0 ST JOHN FISHER UNIVERSITY ST JOHN FISHER REAL ESTATE LLC 3690 EAST AVENUE ROCHESTER NY 14618 160746864 TO ASSUME TITLE AND CERTAIN PROPERTY FROM ST. JOHN FISHER NY 0 0 ST JOHN FISHER UNIVERSITY