2026-04-07T18:38:27-05:00 2025-05-31 991856619 GRANT THORNTON ADVISORS LLC 2001 MARKET STREET SUITE 800 PHILADELPHIA PA 19103 990 2024-06-01 231352674 SAINT JOSEPH'S UNIVERSITY SAIN 6106601000 5600 CITY AVENUE PHILADELPHIA PA 19131 LAUREN GOLDSMITH CFO AND TREASURER 6106601320 2026-04-07 1 0 ALYCIA SOLECKI P01272637 2155614200 2024 2025-03-06 01:10:19Z CHERYL A MCCONNELL 5600 CITY AVENUE PHILADELPHIA PA 19131 506966731 0 X WWW.SJU.EDU X 1851 PA AS PHILADELPHIA'S JESUIT CATHOLIC UNIVERSITY, SAINT JOSEPH'S PROVIDES A RIGOROUS, STUDENT-CENTERED EDUCATION ROOTED IN THE LIBERAL ARTS. 32 31 3585 31 1363570 311872 66712638 35825549 334199794 367980072 18420266 21704190 5289546 4885080 424622244 430394891 129795102 142922109 0 0 157207531 162805917 507 0 5679361 130249795 138855547 417252935 444583573 7369309 -14188682 1585440160 1423698622 645018182 626430833 940421978 797267789 X AS PHILADELPHIA'S JESUIT CATHOLIC UNIVERSITY, SAINT JOSEPH'S PROVIDES A RIGOROUS, STUDENT-CENTERED EDUCATION ROOTED IN THE LIBERAL ARTS. WE PREPARE STUDENTS FOR PERSONAL EXCELLENCE, PROFESSIONAL SUCCESS, AND ENGAGED CITIZENSHIP. STRIVING TO BE AN INCLUSIVE AND DIVERSE COMMUNITY THAT EDUCATES AND CARES FOR THE WHOLE PERSON, WE ENCOURAGE AND MODEL LIFELONG COMMITMENT TO THINKING CRITICALLY, MAKING ETHICAL DECISIONS, PURSUING SOCIAL JUSTICE, AND FINDING GOD IN ALL THINGS. 0 0 388105790 142922109 366657139 SEE SCHEDULE OON JANUARY 3, 2024, UPON THE FINALIZATION OF THE UNIVERSITY'S MERGER WITH PENNSYLVANIA COLLEGE OF HEALTH SCIENCES IN LANCASTER, SAINT JOSEPH'S OPENED ITS NEW SCHOOL OF NURSING AND ALLIED HEALTH WHICH BROUGHT 19 NEW HEALTHCARE PROGRAMS. THE NEW SCHOOL GIVES STUDENTS THE OPTION TO EARN NURSING DEGREES THROUGH ASSOCIATE (ASN), BACHELOR'S (BSN) OR MASTER'S LEVEL (MSN-NP) DEGREE PROGRAMS. ALONG WITH THIS, A VARIETY OF ALLIED HEALTH CERTIFICATES AND ASSOCIATE DEGREES ARE BEING OFFERED, FROM RADIOLOGY TO CARDIAC OR VASCULAR SONOGRAPHY, NUCLEAR MEDICINE TO SURGICAL OR CARDIOVASCULAR TECHNOLOGY AND SO MUCH MORE.AT THE CORE OF A SAINT JOSEPH'S EDUCATION IS THE COLLEGE OF ARTS AND SCIENCES. AS HOME TO THE UNIVERSITY'S GENERAL EDUCATION PROGRAM, THE COLLEGE OF ARTS AND SCIENCES EMPOWERS STUDENTS TO DEVELOP CRITICALTHINKING, CREATIVITY, CLEAR COMMUNICATION SKILLS AND ETHICAL REASONING, REGARDLESS OF THEIR MAJOR. THIS IS THE HEART OF THE JESUIT, CATHOLIC EDUCATIONAL MODEL. IN ADDITION TO THIS STRONG FOUNDATION IN THE LIBERALARTS, THE COLLEGE OFFERS SPECIALIZED PROGRAMS IN THE ARTS AND SOCIAL AND NATURAL SCIENCES, LEADING TO CAREERS IN LAW, MEDICINE, COMPUTER SCIENCE AND MORE.THE AACSB-ACCREDITED ERIVAN K. HAUB SCHOOL OF BUSINESS OFFERS PROGRAMS AT THE INTERSECTION OF BUSINESS AND PHARMACEUTICALS. THESE HEALTH CARE-ORIENTED BUSINESS PROGRAMS JOIN OTHER NOTEWORTHY SAINT JOSEPH'S PROGRAMS INCLUDING FOOD MARKETING, FAMILY BUSINESS, REAL ESTATE, AND INSURANCE AND RISK MANAGEMENT.THE SCHOOL OF EDUCATION AND HUMAN DEVELOPMENT IS HOME TO SAINT JOSEPH'S STRONG LEGACY OF EDUCATOR PREPARATION AND THE RENOWNED KINNEY CENTER FOR AUTISM EDUCATION AND SUPPORT, AND IT PROVIDES UNIQUE POTENTIAL FOR NEW ACADEMIC PROGRAMS, SEEN MOST RECENTLY WITH THE ADDITION OF OFFERINGS IN MENTAL HEALTH AND ADDICTION COUNSELING. THE SCHOOL OF HEALTH PROFESSIONS (SHP) HOUSES ACCREDITED PROGRAMS IN PHYSICAL THERAPY, PHYSICIAN ASSISTANT, OCCUPATIONAL THERAPY AND PHARMACY. THE PHILADELPHIA COLLEGE OF PHARMACY (PCP) WILL CONTINUE BUILDING ON 200 YEARS OF LEGACY WITHIN THE SHP.THE SCHOOL OF NURSING AND ALLIED HEALTH GIVES STUDENTS THE OPTION TO EARN NURSING DEGREES THROUGH ASSOCIATE, BACHELOR'S OR MASTER'S LEVEL DEGREE PROGRAMS. ALONG WITH THIS, A VARIETY OF ALLIED HEALTH CERTIFICATES AND ASSOCIATE DEGREES ARE BEING OFFERED, FROM RADIOLOGY TO CARDIAC OR VASCULAR SONOGRAPHY, NUCLEAR MEDICINE TO SURGICAL OR CARDIOVASCULAR TECHNOLOGY AND SO MUCH MORE. STUDENT WILL BENEFIT FROM A NURSING SCHOOL THAT HAS BEEN A REGIONAL LEADER FOR OVER A CENTURY, WITH EXPERIENCED FACULTY AND HANDS-ON CLINICAL EXPERIENCES IN PHILADELPHIA, ONE OF THE NATION'S HEALTHCARE HUBS. 388105790 1 1 0 1 0 0 0 1 0 1 1 1 0 1 1 1 1 1 1 0 1 0 0 0 1 0 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 1 0 0 0 0 1 1 1 0 0 1 473 0 1 3585 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 32 31 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA CO CT DE FL GA IL MD MA MI NJ NY NC OH PA AZ SC TX VA WA X APRIL P LEE 6106601000 5600 CITY AVENUE PHILADELPHIA PA 19131 X CHERYL A MCCONNELL PRESIDENT 40.00 0.00 X X 750850 0 56347 JAMES M NORRIS TRUSTEE/CHAIR 10.00 0.00 X X 0 0 0 JOHN D ZOOK TRUSTEE/VICE CHAIR 10.00 0.00 X X 0 0 0 MICHAEL A BANTOM TRUSTEE 5.00 0.00 X 0 0 0 JOHN P BORNEMAN TRUSTEE 5.00 0.00 X 0 0 0 THOMAS B CURRAN TRUSTEE 5.00 0.00 X 0 0 0 DONEENE KEEMER DAMON TRUSTEE 5.00 0.00 X 0 0 0 RICHARD DEROSE TRUSTEE 5.00 0.00 X 0 0 0 KRISTY W FERCHO TRUSTEE 5.00 0.00 X 0 0 0 KELLY A FLANAGAN TRUSTEE 5.00 0.00 X 0 0 0 MICHAEL J HAGAN TRUSTEE 5.00 0.00 X 0 0 0 MICHAEL C HEMSLEY TRUSTEE 5.00 0.00 X 0 0 0 JOHN J HERMAN TRUSTEE 5.00 0.00 X 0 0 0 MARGARET K HONDROS TRUSTEE 5.00 0.00 X 0 0 0 REGINA KIRWAN TRUSTEE 5.00 0.00 X 0 0 0 SUSAN LAMONICA TRUSTEE 5.00 0.00 X 0 0 0 CHRISTOPHER MCISAAC TRUSTEE 5.00 0.00 X 0 0 0 EDGARDO A MERCADANTE TRUSTEE 5.00 0.00 X 0 0 0 JOHN P MORRISSEY TRUSTEE 5.00 0.00 X 0 0 0 MICHAEL J NESSPOR TRUSTEE 5.00 0.00 X 0 0 0 ADELE C OLIVA TRUSTEE 5.00 0.00 X 0 0 0 MARY JANE RAYMOND TRUSTEE (AS OF 06/2024) 5.00 0.00 X 0 0 0 JOSEPH D REGAN TRUSTEE 5.00 0.00 X 0 0 0 PEDRO A RIVERA II TRUSTEE 5.00 0.00 X 0 0 0 JACQUELINE D SCANLAN TRUSTEE (AS OF 06/2024) 5.00 0.00 X 0 0 0 MICHAEL J SOFIA TRUSTEE 5.00 0.00 X 0 0 0 STEPHEN V SUNDBORG SJ TRUSTEE 5.00 0.00 X 0 0 0 STEPHEN SUROVICK SJ TRUSTEE 5.00 0.00 X 0 0 0 JEFFREY P VON ARX SJ TRUSTEE 5.00 0.00 X 0 0 0 RAYMOND G WASHINGTON JR MD TRUSTEE 5.00 0.00 X 0 0 0 D MICHAEL WEGE TRUSTEE 5.00 0.00 X 0 0 0 JOSEPH J WOLK TRUSTEE 5.00 0.00 X 0 0 0 DAVID R BEAUPRE THRU 112024 SR. VP, FINANCE & ADMIN/TREASURER 40.00 0.00 X 949720 0 54312 TRACEY S PACHMAN GENERAL COUNSEL 40.00 0.00 X 314854 0 60034 JOSEPH A DIANGELO DEAN, HSB 40.00 0.00 X 447206 0 56813 JAMES H CARTER DEAN, CAS 40.00 0.00 X 289022 0 38274 CATHY POON - DEAN SCHOOL OF HEALTH PROFESSIONS 40.00 0.00 X 256428 0 34123 ROSS RADISH - VP STUDENT LIFE AND DEAN OF STUDENTS 40.00 0.00 X 228857 0 41193 LAUREN GOLDSMITH CFO AND TREASURER (AS OF 10/2024) 40.00 0.00 X 225018 0 24022 JOSHUA POWER DEAN, SCHOOL OF EDU./HUMAN DVLPMT. 40.00 0.00 X 194990 0 44125 MELISSA SNYDER - DEAN NURSING ALLIED HEALTH 40.00 0.00 X 192088 0 40175 JEAN MCGIVNEY BRUELLE -PROVOST SVP ACADEMIC AFFAIRS (AS OF 06/2024) 40.00 0.00 X 186938 0 30079 JILL CLEARY - VP ADMINISTRATION & OPS (AS OF 08/2024) 40.00 0.00 X 187952 0 20201 WILLIAM M LANGE HEAD COACH, MBB 40.00 0.00 X 980393 0 119957 CYNTHIA A GRIFFIN HEAD COACH, WBB 40.00 0.00 X 358059 0 149913 JOSEPH P KENDER SR. VP, UNIVERSITY RELATIONS 40.00 0.00 X 333486 0 59056 JILL BODENSTEINER DIRECTOR OF ATHLETICS 40.00 0.00 X 329425 0 42792 ELIZABETH WALSH SVP, ENROLLMENT MGMT, MKTG & COMM. 40.00 0.00 X 298362 0 52034 NATHAN BAIRD INTERIM DEAN, CAS (THRU 08/2024) 0.00 0.00 X 180093 0 44231 TIMOTHY A MCGURIMAN ASSOC VP, ADMIM. SVCS (THRU 07/2024) 0.00 0.00 X 119410 0 19603 BRICE WACHTERHAUSER - FORMER PROVOST/VP FOR ACADEMIC AFFAIRS 0.00 0.00 X 262153 0 27337 7085304 0 1014621 391 1 1 0 HUNTER ROBERTS CONSTRUCTION GROUP LLC 1717 ARCH STREET STE 3410 PHILADELPHIA PA 19103 CONSTRUCTION 52205434 P AGNES INC 2101 PENROSE AVENUE PHILADELPHIA PA 19145 CONSTRUCTION 22771873 LF DRISCOLL COMPANY LLC 401 E CITY AVENUE STE 500 BALA CYNWYD PA 19004 CONSTRUCTION 20140821 ARAMARK 2400 MARKET STREET PHILADELPHIA PA 19103 FOOD SERVICES 15521475 ABM INDUSTRIES INC 1350 EUCLID AVENUE CLEVELAND OH 44115 HOUSEKEEPING 6073654 144 1155010 1237956 8791794 24640789 4167572 35825549 ACADEMIC SERV- TUITION 611310 324285537 324285537 CAFETERIA & HOUSING 531110 40476278 39662570 813708 ATHLETICS 541800 3218257 2709032 509225 367980072 16548302 2589 16545713 162592 162592 1354690 95560 110914 57512 1243776 38048 1281824 38048 1243776 81037130 255449 74809688 1327003 6227442 -1071554 5155888 5155888 266723 1155010 266723 0 STUDENT HEALTH INSURAN 900099 936833 936833 PARKING FEES 900099 699157 699157 EXPENSE REIMBURSEMENT 812930 341760 341760 1462914 1462914 3440664 430394891 366657139 1363570 26548633 142922109 142922109 4918758 4082569 836189 51204 51204 119599266 96694069 19804809 3100388 8904981 7155200 1465523 284258 20598843 16640499 3408295 550049 8732865 7070218 1448117 214530 1170820 971781 199039 108491 108491 205802 205802 626954 626954 10699253 8293034 1738063 668156 4861977 4019464 823264 19249 3746946 3103035 635561 8350 1872937 1533896 314171 24870 56164 56164 19959757 16441242 3367483 151032 2806999 2301569 471406 34024 2651786 2200982 450804 19195102 15931935 3263167 30096601 24980179 5116422 5051642 4192863 858779 FOOD 13759142 11323956 2319364 115822 EQUIPMENT RENTAL & MAIN 5730554 4745487 971967 13100 TAXES/LICENSES/FEES 4509430 3691985 756190 61255 STUDENT BAD DEBTS 3291749 3291749 0 8453441 6096308 1922855 434278 444583573 388105790 50798422 5679361 51082580 46541047 19008060 17845110 22017303 16221156 2713584 1908863 14144423 13332681 1029937507 352444793 781641486 677492714 421741232 402818029 77921329 86960451 0 0 195170163 160578571 1585440160 1423698622 43249304 39428973 22021718 20391653 549013033 538635366 30734127 27974841 645018182 626430833 X 609245080 454285269 331176898 342982521 940421978 797267789 1585440160 1423698622 X -14188682 26326559 -155292066 X 0 1 X 1 1 1 X 34538346 36598260 297010267 66712638 35825549 470685060 34538346 36598260 297010267 66712638 35825549 470685060 9849386 460835674 13386697 11723712 17072676 17645400 18005484 77833969 0 0 202781 1238789 311872 1753442 1077301 760892 7442582 4145046 3707386 17133207 567405678 1538766849 0.81220 0.80250 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: EXPENSE REIMBURSEMENT - 2020 AMOUNT: $ 606,254. 2021 AMOUNT: $ 658,817. 2022 AMOUNT: $ 602,579. 2023 AMOUNT: $ 964,854. 2024 AMOUNT: $ 341,760. STUDENT HEALTH INSURANCE - 2020 AMOUNT: $ 0. 2021 AMOUNT: $ 0. 2022 AMOUNT: $ 1,510,765. 2023 AMOUNT: $ 958,799. 2024 AMOUNT: $ 936,833. PARKING FEES - 2020 AMOUNT: $ 0. 2021 AMOUNT: $ 0. 2022 AMOUNT: $ 714,685. 2023 AMOUNT: $ 693,889. 2024 AMOUNT: $ 699,157. MISCELLANEOUS - 2020 AMOUNT: $ 402,367. 2021 AMOUNT: $ 0. 2022 AMOUNT: $ 4,456,113. 2023 AMOUNT: $ 1,182,109. 2024 AMOUNT: $ 1,462,913. FUNDRAISING ACTIVITES - 2020 AMOUNT: $ 68,680. 2021 AMOUNT: $ 102,075. 2022 AMOUNT: $ 158,440. 2023 AMOUNT: $ 345,395. 2024 AMOUNT: $ 266,723. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 0 0 0 1 205802 205802 0 PART II-B, LINE 1, LOBBYING ACTIVITIES: SAINT JOSEPH'S UNIVERSITY ENGAGED CONSULTANTS TO PROMOTE FUNDING TO SUPPORT THE UNIVERSITY'S MISSION. 448000 1693002 X X X 0 467753586 5033650 46336279 34917428 484206087 468085827 15410807 67127832 82870880 467753586 357720376 151606485 441394 41682428 468085827 378782036 9273328 -4323191 26011797 357720376 293803273 4280854 91987004 11289095 378782036 0.37700 0.36340 0.25960 0 0 58456602 58456602 634917640 249701876 385215764 46373064 3476013 42897051 103013773 74506945 28506828 187176428 24759959 162416469 677492714 OTHER INVESTMENTS - NOT PUBLICLY TRADED 86960451 C 86960451 ASSETS HELD FOR SALE 67815276 DEPOSITS HELD BY TRUSTEE 67297936 RIGHT-OF-USE ASSESTS 21627883 THIRD PARTY, GRANTS (NON-STUDENT BASED) 1977299 BENEFICIAL INTEREST IN TRUST 1860177 160578571 LEASE LIABILITY 25195482 STUDENT AND OTHER DEPOSITS 2779359 27974841 X 161052982 26326558 -296458758 -270132200 431185182 -790291 -790291 430394891 304207172 790291 790291 303416881 141166692 141166692 444583573 PART III, LINE 4: THE UNIVERSITY'S ART COLLECTIONS, INCLUDING PAINTINGS AND STATUES, SUPPORT THE UNIVERSITY'S MISSION IN TEACHING AND RESEARCH WHILE PROMOTING AN APPRECIATION, UNDERSTANDING, AND ENJOYMENT OF THE VISUAL ARTS FOR THE UNIVERSITY COMMUNITY AND ITS VARIOUS CONSTITUENCIES. PART V, LINE 4: THE UNIVERSITY'S ENDOWMENT IS USED TO PROVIDE SCHOLARSHIPS, SUPPORT PROGRAMS, FACULTY CHAIRS, TECHNOLOGY AND FOR INDIVIDUAL COLLEGE AND UNIVERSITY SUPPORT. PART X, LINE 2: SAINT JOSEPH'S UNIVERSITY DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENT. PART XI, LINE 2D - OTHER ADJUSTMENTS: SCHOLARSHIPS -139,626,875. AUXILIARY SCHOLARSHIPS -912,863. IMPAIRMENT LOSS ON ASSETS HELD FOR SALE -155,292,066. RECLASS - INVESTMENT EXPENSES -626,954. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES -266,723. EXPENSES RELATED TO RENTAL INCOME -110,914. DVETN -412,654. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 266,723. EXPENSES RELATED TO RENTAL INCOME 110,914. DVETN 412,654. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS 139,626,875. AUXILIARY SCHOLARSHIPS 912,863. RECLASS - INVESTMENT EXPENSES 626,954. 1 1 0 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE NON-DISCRIMINATION POLICY IS POSTED ON THE UNIVERSITY'S WEBSITE, BUT NOT SPECIFICALLY ON THE HOMEPAGE AS DEFINED IN REV. PROC. 2019-22. THE POLICY IS AVAILABLE AT THE LINK BELOW ALL YEAR AND IS PRESENTED IN RECRUITING MATERIALS DURING THE PERIOD OF SOLICITATION FOR STUDENTS AND DURING REGISTRATION PERIODS. LINK TO THE POLICY IS AS FOLLOWS: HTTPS://WWW.SJU.EDU/NON-DISCRIMINATION-STATEMENT SCHEDULE E, PART I, LINE 6 SAINT JOSEPH'S UNIVERSITY PARTICIPATED IN THE FOLLOWING FEDERAL AID PROGRAMS AND AWARDED FUNDS TO STUDENTS FROM THESE PROGRAMS IN FY25: FEDERAL PELL GRANT, FEDERAL SEOG (SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANT), FEDERAL WORK STUDY AND THE FEDERAL DIRECT STUDENT LOAN AND PLUS LOAN PROGRAMS. SAINT JOSEPH'S UNIVERSITY RECEIVED STATE FUNDING FOR STUDENTS FROM THE FOLLOWING PHEAA (PENNSYLVANIA HIGHER EDUCATION ASSISTANCE AGENCY) PROGRAMS: PHEAA PA STATE GRANT, RTSS (READY TO SUCCEED SCHOLARSHIP), PATH, PHEAA EAP, PHEAA WORK STUDY MATCHING FUNDS AND PHEAA IAG (INSTITUTIONAL ASSISTANCE GRANT) PROGRAMS. STATE GRANTS WERE ALSO AWARDED TO STUDENTS THROUGH THE MA AND VT STATE GRANT PROGRAMS IN FY25. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENT 42753445 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES STUDY ABROAD 904012 0 0 0 0 0 0 43657457 0 43657457 1 0 1 1 1 0 PART I, LINE 3: THE METHOD OF ACCOUNTING USED IS ACCRUAL FOR EXPENSES AND FMV FOR THE ORGANIZATION'S INVESTMENTS. AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY DC MAIRM AWARD DINNER 804052 708051 96001 93448 2553 HAUB HALL OF FAME 291931 219469 72462 417 70297 1747 2 325750 227490 98260 95686 2575 1421733 1155010 266723 417 259431 6875 266723 0 1 SCHOLARSHIPS 8304 140512937 0 GRADUATE ASSISTANT COURSES 89 1288397 0 RESIDENT ASSISTANT ROOM 71 691248 0 RESIDENT ASSISTANT BOARD 71 402724 0 ATHLETIC INSTRUCTIONAL BOOKS & SUPPLIES 50 26803 FMV BOOK & SUPPLIES PART I, LINE 2: ANY STUDENT THAT SUBMITS A COMPLETED APPLICATION FOR FULL-TIME UNDERGRADUATE ADMISSION TO SAINT JOSEPH'S UNIVERSITY IS AUTOMATICALLY CONSIDERED FOR MERIT-BASED SCHOLARSHIPS, WITH THE EXCEPTION OF A SELECT GROUP OF SCHOLARSHIPS THAT REQUIRE A SEPARATE SCHOLARSHIP APPLICATION. ADDITIONALLY, ANY PROSPECTIVE UNDERGRADUATE STUDENT THAT SUBMITS A FAFSA (FREE APPLICATION FOR FEDERAL STUDENT AID) AND MEETS THE REQUIREMENTS TO RECEIVE FEDERAL AID, IS AUTOMATICALLY CONSIDERED FOR ALL AVAILABLE FORMS OF FEDERAL AND STATE AID, AS WELL AS UNIVERSITY NEED-BASED GRANT AID. MATRICULATING GRADUATE STUDENTS THAT SUBMIT THE FAFSA AND MEET THE REQUIREMENTS TO RECEIVE FEDERAL AID ARE ALSO CONSIDERED FOR AVAILABLE FEDERAL LOANS FOR WHICH THEY QUALIFY. X X X 1 1 X X X 1 1 0 0 0 0 0 1 0 WILLIAM M LANGE HEAD COACH, MBB 829771 0 136000 0 14622 0 34500 0 85457 0 1100350 0 0 0 DAVID R BEAUPRE THRU 112024 SR. VP, FINANCE & ADMIN/TREASURER 322246 0 19518 0 607956 0 33195 0 21117 0 1004032 0 0 0 CHERYL A MCCONNELL PRESIDENT 536945 0 65484 0 148421 0 34500 0 21847 0 807197 0 0 0 CYNTHIA A GRIFFIN HEAD COACH, WBB 282352 0 60250 0 15457 0 68907 0 81006 0 507972 0 0 0 JOSEPH A DIANGELO DEAN, HSB 423722 0 0 0 23484 0 34500 0 22313 0 504019 0 0 0 JOSEPH P KENDER SR. VP, UNIVERSITY RELATIONS 329408 0 0 0 4078 0 33596 0 25460 0 392542 0 0 0 TRACEY S PACHMAN GENERAL COUNSEL 313504 0 0 0 1350 0 31923 0 28111 0 374888 0 0 0 JILL BODENSTEINER DIRECTOR OF ATHLETICS 308999 0 10000 0 10426 0 31351 0 11441 0 372217 0 0 0 ELIZABETH WALSH SVP, ENROLLMENT MGMT, MKTG & COMM. 294724 0 0 0 3638 0 30208 0 21826 0 350396 0 0 0 JAMES H CARTER DEAN, CAS 285654 0 0 0 3368 0 26862 0 11412 0 327296 0 0 0 CATHY POON - DEAN SCHOOL OF HEALTH PROFESSIONS 252233 0 0 0 4195 0 23166 0 10957 0 290551 0 0 0 BRICE WACHTERHAUSER - FORMER PROVOST/VP FOR ACADEMIC AFFAIRS 134518 0 0 0 127635 0 13496 0 13841 0 289490 0 0 0 ROSS RADISH - VP STUDENT LIFE AND DEAN OF STUDENTS 228225 0 0 0 632 0 23063 0 18130 0 270050 0 0 0 LAUREN GOLDSMITH CFO AND TREASURER (AS OF 10/2024) 221190 0 2500 0 1328 0 22697 0 1325 0 249040 0 0 0 JOSHUA POWER DEAN, SCHOOL OF EDU./HUMAN DVLPMT. 194464 0 0 0 526 0 19524 0 24601 0 239115 0 0 0 MELISSA SNYDER - DEAN NURSING ALLIED HEALTH 189942 0 0 0 2146 0 19300 0 20875 0 232263 0 0 0 NATHAN BAIRD INTERIM DEAN, CAS (THRU 08/2024) 179411 0 0 0 682 0 16977 0 27254 0 224324 0 0 0 JEAN MCGIVNEY BRUELLE -PROVOST SVP ACADEMIC AFFAIRS (AS OF 06/2024) 166273 0 0 0 20665 0 16513 0 13566 0 217017 0 0 0 JILL CLEARY - VP ADMINISTRATION & OPS (AS OF 08/2024) 186433 0 0 0 1519 0 18903 0 1298 0 208153 0 0 0 TIMOTHY A MCGURIMAN ASSOC VP, ADMIM. SVCS (THRU 07/2024) 117932 0 0 0 1478 0 11849 0 7754 0 139013 0 0 0 PART I, LINE 1A AS PER SCHEDULE J, PARTS I & II, HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE/HEALTH OR SOCIAL CLUB DUES/AS A CONDITION OF EMPLOYMENT: CERTAIN EMPLOYEES ARE REQUIRED TO LIVE IN A HOME ON THE UNIVERSITY'S CAMPUS WHICH IS FURNISHED AND MAINTAINED AT THE UNIVERSITY'S EXPENSE. THE UNIVERSITY ALSO PROVIDES A HEALTH/SOCIAL CLUB MEMBERSHIP TO BE USED BY CERTAIN EMPLOYEES IN CONNECTION WITH THEIR DUTIES. THE EMPLOYEE IS RESPONSIBLE FOR ANY PERSONAL USE OF THE CLUB MEMBERSHIP, HOUSEHOLD STAFF OR OTHER PERSONAL EXPENSES INCURRED. TRAVEL: GENERALLY, THE UNIVERSITY DOES NOT PAY FOR OR REIMBURSE THE TRAVEL-RELATED OR ENTERTAINMENT EXPENSES OF AN EMPLOYEE'S OR OTHER AUTHORIZED PERSON'S SPOUSE/COMPANION. SPOUSAL/COMPANION TRAVEL IS PAID FOR OR REIMBURSED BY THE UNIVERSITY ON RARE OCCASIONS, AND ONLY IF SUCH TRAVEL MEETS EXCEPTIONS OUTLINED IN THE UNIVERSITY'S SPOUSAL/COMPANION POLICY. TO QUALIFY FOR AN EXCEPTION, THERE MUST BE A DOCUMENTED AND BONA FIDE BUSINESS PURPOSE DIRECTLY BENEFITING THE UNIVERSITY, AND THE PRESENCE OF THE SPOUSE/COMPANION MUST BE ESSENTIAL TO THE UNIVERSITY EMPLOYEE OR OTHER AUTHORIZED PERSONNEL. PART I, LINES 4A-B PART I, LINE 4A: THE SR. VP, FINANCE & ADMIN/TREASURER RECEIVED A SEVERANCE PAYMENT IN THE AMOUNT OF $601,597. THE FORMER PROVOST/VP FOR ACADEMIC AFFAIRS RECEIVED A SEVERANCE PAYMENT IN THE AMOUNT OF $119,412 PART I, LINE 4B: THE HEAD COACH, WBB RECEIVED A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN IN THE AMOUNT OF $40,000. PART I, LINE 7: SCHEDULE J, PART I, LINE 7 SAINT JOSEPH'S UNIVERSITY AWARDED NON-FIXED PAYMENTS SUCH AS BONUS BASED ON THE SUCCESSFUL ACHIEVEMENT OF PERFORMANCE GOALS AS REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE. A (A) PHILADELPHIA AUTHORITY OF INDUSTRIAL DEVELOPMENT 232237287 71780TAD5 2020-03-18 83661285 CURRENT REFUNDING OF VARIOUS ISSUES 0 0 0 B (B) PHILADELPHIA AUTHORITY OF INDUSTRIAL DEVELOPMENT SERIES 232237287 71780TAY9 2020-08-03 119259187 CURRENT REFUNDING OF VARIOUS ISSUES 0 0 0 C (C) PHILADELPHIA AUTHORITY FOR INDUSTRIAL DEVELOPMENT 232237287 71780TBM4 2022-11-30 197203178 VARIOUS CAPITAL PROJECTS 0 0 0 D (D) PHILADELPHIA AUTHORITY FOR INDUSTRIAL DEVELOPMENT 232237287 71781XDA8 2017-04-26 66716062 U1/U2 RESIDENTIAL HOUSING PROJECT 0 0 0 A 83661285 732979 82928306 2020 1 0 1 1 B 8950000 119259187 388737 118870450 2020 1 0 1 1 C 197203178 5000000 1281751 152461781 150000 38309646 0 0 0 1 D 66716062 5858619 854978 60002465 2019 0 0 1 1 A 0 0 0 0 0 0 1 B 0 0 0 0 0 0 1 C 0 0 0 0 0 0 1 D 0 1 0 0 0.00880 0.00880 0.01760 0 0 1 A 0 0 1 0 0 0 0 0 1 B 0 1 1 0 0 0 0 0 1 C 0 1 1 0 0 0 0 0 1 D 0 0 0 1 0 0 0 0 1 A 1 B 1 C 1 D 1 DATE REBATE COMPUTATION PERFORMED ISSUER NAME: (D) PHILADELPHIA AUTHORITY FOR INDUSTRIAL DEVELOPMENT DATE THE REBATE COMPUTATION WAS PERFORMED: 11/04/2021 ISSUER NAME: (A2) PHILADELPHIA HIGHER EDUCATIONAL FACILITY AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 12/06/2018 ISSUER NAME: (B2) PHILADELPHIA HIGHER EDUCATIONAL FACILITY AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 07/27/2015 A (A2) PHILADELPHIA HIGHER EDUCATIONAL FACILITY AUTHORITY 232243852 70917SMR1 2015-02-26 95361757 REFUNDING OF VARIOUS PREVIOUS ISSUES 0 0 0 B (B2) PHILADELPHIA HIGHER EDUCATIONAL FACILITY AUTHORITY 232243852 70917R7J8 2012-09-12 32571510 IPEX BUILDING 0 0 0 A 27130000 95361757 838359 94523398 2015 1 1 1 1 B 32571510 2303238 413773 29854499 2014 0 0 1 1 A 0 1 0 0 0.00920 0.00920 0 0 1 B 0 0 0 0 0 0 1 A 0 0 0 1 0 0 0 0 1 B 0 0 0 1 0 0 0 0 1 A 1 B 1 FAMILY MEMBER SEE SCH. L PART V FAMILY MEMBER OF D. GALLAGHER 49995 EMPLOYEE 0 X 3 448000 FMV X 48 3719572 FMV 2 0 1 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS OF SECURITIES AND ART AS A SEPARATE GIFT (RATHER THAN EACH SHARE RECEIVED). FORM 990, PART VI, SECTION B, LINE 11B FOLLOWING REVIEW BY MANAGEMENT, GENERAL COUNSEL AND APPROVAL BY THE FINANCE AND AUDIT COMMITTEE OF THE BOARD OF TRUSTEES, THE FORM 990 IS PROVIDED TO THE FULL BOARD PRIOR TO FILING FOR TRUSTEE'S REVIEW, COMMENT, INPUT, AND QUESTIONS, IF ANY. IN ADDITION, THE EXECUTIVE COMMITTEE OF THE BOARD HAS REVIEWED, SEPARATELY, SCHEDULE J PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C SJU HAS A BUSINESS CONDUCT AND CONFLICT OF INTEREST POLICY ('POLICY'), AS AMENDED FROM TIME TO TIME, WHICH SETS FORTH SJU'S POLICIES AND PROCEDURES REGARDING MANAGING, REDUCING OR ELIMINATING CONFLICTS OF INTEREST AS DEFINED IN THE POLICY. THE POLICY APPLIES TO BOARD MEMBERS AND ALL EMPLOYEES, INCLUDING OFFICERS, FACULTY AND KEY EMPLOYEES ('COVERED PERSONS'). COVERED PERSONS ANNUALLY RECEIVE A COPY OF THE POLICY AND A CONFLICT OF INTEREST DISCLOSURE STATEMENT ('STATEMENT') FOR COMPLETION INCLUDING, IN PARTICULAR, DISCLOSURE OF FINANCIAL INTERESTS OR OTHER REPORTABLE CIRCUMSTANCES OR RELATIONSHIPS, INCLUDING THE COVERED PERSON'S RELATED PARTIES, AS DESCRIBED IN THE POLICY. THE STATEMENT OF TRUSTEES AND THE PRESIDENT ARE SUMMARIZED FOR THE CHAIRPERSON OF THE FINANCE & AUDIT COMMITTEE AND REVIEWED AND MAINTAINED BY THE OFFICE OF GENERAL COUNSEL. THE STATEMENT OF ALL OTHER OFFICERS (VICE PRESIDENTS, CORPORATE SECRETARY AND TREASURER), FACULTY, KEY EMPLOYEES, AND EMPLOYEES ARE DIRECTED TO, THEN REVIEWED AND MAINTAINED BY THE GENERAL COUNSEL, WITH A SUMMARY OF ALL DISCLOSED CONFLICTS OF INTEREST PROVIDED TO THE CHAIRPERSON OF THE FINANCE & AUDIT COMMITTEE, THE PRESIDENT AND TO THE CHAIRPERSON OF THE BOARD FOR PRESENTATION, AS APPROPRIATE, TO EITHER THE EXECUTIVE COMMITTEE OF THE BOARD, OR TO THE FULL BOARD. INDIVIDUALS DETERMINED TO HAVE A POTENTIAL CONFLICT OF INTEREST ARE TO REFRAIN FROM PARTICIPATION IN CONSIDERATION OF THE APPLICABLE MATTER, AND MAY NOT VOTE OR BE PRESENT FOR THE VOTE ON SUCH MATTER. COPIES OF THE STATEMENTS OF THE TRUSTEES ARE MAINTAINED BY THE BOARD SECRETARY OR THE OFFICE OF THE GENERAL COUNSEL AS PART OF THE UNIVERSITY'S CORPORATE BOOKS AND RECORDS. A COPY OF THE STATEMENTS OF OFFICERS, FACULTY, KEY EMPLOYEES AND EMPLOYEES ARE ALSO BE MAINTAINED IN THE UNIVERSITY FILES AND MADE AVAILABLE FOR REVIEW BY GENERAL COUNSEL AND THE FINANCE & AUDIT COMMITTEE, WITH FOLLOW-UP AS NEEDED. INFORMATION DISCLOSED BY COVERED PERSONS ARE HELD IN CONFIDENCE AND ONLY AVAILABLE TO THOSE OFFICERS OF THE UNIVERSITY WITH A BUSINESS NEED TO KNOW SUCH INFORMATION, AND WHEN THE BEST INTEREST OF THE UNIVERSITY WOULD BE SERVED, AND ARE DISCLOSED TO AND/OR AVAILABLE TO THE BOARD OF TRUSTEES, UPON REQUEST OR WHEN DEEMED REQUIRED OR APPROPRIATE BY THE PRESIDENT, CHAIR OF THE FINANCE & AUDIT COMMITTEE OR TREASURER/CFO, IN CONSULTATION WITH THE GENERAL COUNSEL. FORM 990, PART VI, SECTION B, LINE 15 PRESIDENT: ONLY INDEPENDENT MEMBERS OF THE EXECUTIVE COMMITTEE OF THE BOARD WHO HAVE NO PERSONAL INTEREST IN ANY EXECUTIVE COMPENSATION ARRANGEMENT WITH THE UNIVERSITY, ANNUALLY REVIEW AND APPROVE, BASED ON A REVIEW OF APPROPRIATE COMPARABILITY DATA, THE COMPENSATION THAT IS PAID TO THE PRESIDENT (WHO ALSO SERVES AS AN EX OFFICIO MEMBER OF THE EXECUTIVE COMMITTEE, BUT IS RECUSED FOR THIS REVIEW AND APPROVAL). OFFICERS AND PROVOST: THE PRESIDENT, BASED ON A REVIEW OF APPROPRIATE COMPARABILITY DATA, DECIDES THE COMPENSATION TO BE PAID TO THE PROVOST & VICE PRESIDENT FOR ACADEMIC AFFAIRS, CFO & TREASURER, AND GENERAL COUNSEL, WHICH DECISIONS REGARDING COMPENSATION AND MATERIAL TERMS OF EMPLOYMENT ARE REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE DOCUMENTS THE BASIS FOR ITS DETERMINATIONS REGARDING THE COMPENSATION OF THE PRESIDENT AND ITS REVIEW AND APPROVAL OF THE PRESIDENT'S DECISIONS REGARDING THE COMPENSATION OF THE OFFICERS AND PROVOST. SENIOR LEADERS: THE PRESIDENT, BASED ON A REVIEW OF RELEVANT COMPARABILITY COMPENSATION DATA, DECIDES THE COMPENSATION TO BE PAID TO ALL OTHER SENIOR LEADERS, WHICH DECISIONS REGARDING COMPENSATION AND MATERIAL TERMS OF EMPLOYMENT ARE REVIEWED BY THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 THE BY-LAWS ARE AVAILABLE TO ALL TRUSTEES AT ANY TIME AND FROM THE UNIVERSITY UPON REQUEST WHEN DEEMED APPROPRIATE BY THE BOARD OF TRUSTEES, IN CONSULTATION WITH THE GENERAL COUNSEL, AND IN RESPONSE TO LEGAL PROCESS. OTHER INSTITUTIONAL POLICIES (E.G., WHISTLEBLOWER POLICY, POLICY PROHIBITING BIAS, DISCRIMINATION, HARASSMENT AND SEXUAL MISCONDUCT) ARE EITHER POSTED ON THE SJU INTERNET WEBSITE OR ON THE INTERNAL WEBSITES. REQUESTS FOR FINANCIAL INFORMATION WILL BE EVALUATED ON AN INDIVIDUAL BASIS AND INFORMATION WILL BE PROVIDED AS APPROPRIATE OR AS REQUIRED BY LEGAL PROCESS. FORM 990, PART VII, SECTION A THE AVERAGE HOURS PER WEEK LISTED IN THIS SECTION ARE A MINIMUM. FORM 990, PART XI, LINE 9: IMPAIRMENT LOSS ON ASSETS HELD FOR SALE -155,292,066. DELVAL EDUCATIONAL TELE NETWORK 5600 CITY AVENUE PHILADELPHIA PA 19131 261471973 EDUCATION TV PA 501(C)(4) SJU 1 MIDDLE ATLANTIC CATHOLIC RISK MGMT 5600 CITY AVENUE PHILADELPHIA PA 19131 311611958 GROUP INSURANCE PA 501(C)(3) LINE 12C, III-FI N/A 0 CHARITABLE REMAINDER TRUST (3) INVESTMENTS PA N/A T 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DELVAL EDUCATIONAL TELECOMMUNICATION NETWORK C 1237956 FMV