2025-04-11T13:13:59-05:00 2024-05-31 161131146 BONADIO & CO LLP 171 SULLYS TRAIL PITTSFORD NY 14534 990 2023-06-01 160746864 ST JOHN FISHER UNIVERSITY STJO 5853858000 3690 EAST AVENUE ROCHESTER NY 14618 MARK HARRIS VP OF FINANCE & ADMIN, CFO 5853855242 2025-04-15 1 1 AIMEE JOZIC P01346943 5853811000 2023 2025-03-06 01:10:19Z DR GERARD J ROONEY 3690 EAST AVENUE ROCHESTER NY 14618 163888787 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. 31 29 2058 126 696520 0 10282929 9621305 139089226 143612452 4394293 3341174 3328928 3627972 157095376 160202903 48572147 50615295 0 0 64653899 69195458 0 0 4297586 42885211 42744476 156111257 162555229 984119 -2352326 331463091 351212402 60727113 65953825 270735978 285258577 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 92768948 50615295 121394983 INSTRUCTION: TO GIVE INSTRUCTION IN LIBERAL ARTS COURSES LEADING TO THE DEGREES OF BA, BS, BBA, MASTER SCIENCE, MBA, AND PHARM D. 16260665 828255 STUDENT SERVICES: TO SUPPORT THE INSTRUCTION FUNCTION. 13053108 2922382 ACADEMIC SUPPORT: TO SUPPORT THE INSTRUCTION FUNCTION. 9060069 21512890 AUXILIARY ENTERPRISES: TO SUPPORT THE INSTRUCTION FUNCTION. 9060069 21512890 131142790 1 1 0 1 0 0 0 1 0 1 1 1 0 0 1 0 0 1 1 0 1 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 1 0 0 0 1 0 0 0 0 1 459 0 1 2058 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 31 29 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X DR MARK HARRIS CFO 5853858000 3690 EAST AVENUE ROCHESTER NY 14618 GERARD ROONEY PRESIDENT 35.00 X X 479582 0 114044 MR PHILIP H YAWMAN CHAIR 1.00 X X 0 0 0 MS REBECCA PELINO VICE CHAIR 1.00 X X 0 0 0 MR RONALD D BILLITIER BOARD OF TRUSTEE MEMBER 1.00 X 0 0 0 MR MARTIN K BIRMINGHAM BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 MR THOMAS G BOWLES BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 MR DANIEL J BOYCE ESQ BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 MR WILLIAM G CLARK BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 MS CATHERINE D'AMICO BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 MR JOHN A DEPETERS BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 MR M KEVIN DUGAN BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 MR HERBERT W ENGERT JR BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 MR MICHAEL E HAEFNER BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 MR DONALD E JEFFRIES BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 MS JILL KNITTEL BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 MR ANTHONY G LEE BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 MS JANICE C LOSS BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 MRS ELIZABETH MULLIN-DIPROSA BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 MRS DIANA L NOLE BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 MR MICHAEL A OCONOR BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 MR WILLIAM J PELLICANO BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 MS JACQUELINE D PETERSON BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 MR MARK S PETERSON BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 MRS MARY V PIEHLER BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 MR RONALD A PLUTA BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 MRS WANDA POLISSENI BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 MR MATTHEW ROWE BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 MS VERONICA L SHEEHAN BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 REV GEORGE SMITH CSB BOARD OF TRUSTEES MEMBER 1.00 X 91811 0 6588 MR MICHAEL F STAPLETON BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 MR RANDALL M WHITE BOARD OF TRUSTEES MEMBER 1.00 X 0 0 0 CHRISTOPHER BIEHN VP FOR INSTITUTIONAL ADVANCEMT 35.00 X 266864 0 74564 MARK HARRIS VP FOR FINANCE & ADMINISTRATION & CFO 35.00 X 141894 0 20178 JOSE PERALES VP FOR ENROLLMENT MANAGEMENT 35.00 X 241392 0 58702 KEVIN RAILEY PROVOST 35.00 X 270881 0 43102 HEZEKIAH SIMMONS INTERIM VP FOR FINANCE & ADMINISTRATION 35.00 X 196031 0 0 MATHA THORNTON VP FOR 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RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 1826 0 0 1826 0 PART II-B, LINE 1, LOBBYING ACTIVITIES 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 131051997 6974229 18585340 1832399 3747446 151031721 132548768 6278201 -2538233 1649751 3586988 131051997 134556262 8354514 -5952209 1461300 2948498 132548768 97879974 10004789 30760546 1231531 2857516 134556262 94839826 5687868 1163589 1266531 2544778 97879974 0.65940 0.20630 0.13430 0 0 5161963 5161963 216524890 97803820 118721070 18195246 9319245 8876001 81117170 67705763 13411407 31777497 10321581 21455916 167626357 EQUITY FUNDS 67417071 F FIXED INCOME FUNDS 25374072 F REAL ASSET FUNDS 13152247 F DIVERSIFYING FUNDS 15014913 F 120958303 FINANCE LEASE LIABILITY 1683192 LIABILITY FOR CONDITIONAL ASSET RETIREMENT OBLIGATION 999829 US GOVERNMENT GRANTS REFUNDABLE 740017 3423038 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. CENTRAL AMERICA AND THE CARIBBEAN INVESTMENTS 220887 0 0 0 0 0 0 220887 0 220887 1 0 0 1 0 0 SCHOLARSHIP GOLF TOURNAMENT 52792 52792 47908 10250 0 52792 52792 47908 10250 58158 -5366 1 SCHOLARSHIPS AND GRANTS 2820 43782265 FMV TUITION WAIVERS 357 2088968 FMV ROOM GRANTS 491 1762957 FMV TUITION EXCHANGE 29 569128 FMV RESIDENT ASSISTANT 51 641594 FMV MAINTENANCE 80 1770383 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 ROONEY PRESIDENT 470449 0 0 0 9133 0 37471 0 76573 0 593626 0 0 0 CHRISTOPHER BIEHN VP FOR INSTITUTIONAL ADVANCEMT 262208 0 0 0 4656 0 21476 0 53088 0 341428 0 0 0 MARK HARRIS VP FOR FINANCE & ADMINISTRATION & CF 139394 0 0 0 2500 0 11415 0 8763 0 162072 0 0 0 JOSE PERALES VP FOR ENROLLMENT MANAGEMENT 235644 0 0 0 5748 0 19148 0 39554 0 300094 0 0 0 KEVIN RAILEY PROVOST 270881 0 0 0 0 0 21594 0 21508 0 313983 0 0 0 HEZEKIAH SIMMONS INTERIM VP FOR FINANCE & ADMINISTRAT 196031 0 0 0 0 0 0 0 0 0 196031 0 0 0 MATHA THORNTON VP FOR STUDENT AFFAIRS & DOS 190742 0 0 0 0 0 15675 0 15473 0 221890 0 0 0 CHRISTINE BIRNIE DEAN SCHOOL OF PHARMACY 251907 0 0 0 0 0 19994 0 1408 0 273309 0 0 0 DANIEL CONNOLLY DEAN SCHOOL OF BUSINESS 105129 0 0 0 27773 0 8563 0 52238 0 193703 0 0 0 ANN MARIE FALLON DEAN SCHOOL OF A & S 179930 0 0 0 0 0 15216 0 14901 0 210047 0 0 0 PATRICIA GATLIN DEAN OF NURSING 191597 0 0 0 0 0 16107 0 43053 0 250757 0 0 0 JOELLEN MAPLES DEAN SCHOOL OF EDUCATION 158906 0 0 0 720 0 13216 0 7370 0 180212 0 0 0 TODD CAMENISCH PROFESSOR & CHAIR 174561 0 0 0 0 0 12869 0 14809 0 202239 0 0 0 DAVID MCCAFFREY ASSOC DEAN OF STUDENT AFFAIRS 173152 0 0 0 0 0 14326 0 45493 0 232971 0 0 0 OMAR WATTS ASSOCIATE PROFESSOR 175663 0 0 0 0 0 11680 0 510 0 187853 0 0 0 KARL WILLIAMS PROFESSOR 177456 0 0 0 0 0 13284 0 21599 0 212339 0 0 0 CAROL WITTMEYER DIRECTOR OF FAMILY BUSINESS 174312 0 0 0 7500 0 14811 0 16301 0 212924 0 0 0 PART I, LINE 4B DURING 2024, ST. JOHN FISHER CONTRIBUTED $11,071 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 5825000 13712491 1070100 198225 12444166 2011 1 0 1 1 B 22630000 26302067 374193 25927873 2012 1 0 1 1 C 3120000 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 199269 TUITION REMISSION & MERIT BASED SCHOLARSHIPS X 17 301173 FAIR MARKET VALUE 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. FORM 990. PART XII, LINE 2C THE UNIVERSITY HAS NOT CHANGED ITS OVERSIGHT OR SELECTION PROCESS DURING THE YEAR. 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