2026-04-10T15:22:48-05:00 2025-05-31 161131146 BONADIO & CO LLP 171 SULLYS TRAIL PITTSFORD NY 14534 990 2024-06-01 160746864 ST JOHN FISHER UNIVERSITY STJO 5853858000 3690 EAST AVENUE ROCHESTER NY 14618 MARK HARRIS VP OF FINANCE & ADMIN, CFO 5853855242 2026-04-15 1 1 AIMEE JOZIC P01346943 5853811000 2024 2025-03-06 01:10:19Z DR GERARD J ROONEY 3690 EAST AVENUE ROCHESTER NY 14618 275828969 0 X WWW.SJF.EDU X 1948 NY ST. JOHN FISHER UNIVERSITY FOSTERS A COLLABORATIVE AND INCLUSIVE COMMUNITY WHERE STUDENTS GROW INTO PURPOSEFUL LEADERS THROUGH A TRANSFORMATIONAL EDUCATIONAL EXPERIENCE ROOTED IN OUR CATHOLIC HERITAGE AND GUIDED BY OUR BASILIAN TRADITION. 28 26 2096 173 698409 0 9621305 22956107 143612452 149544903 3341174 3741839 3627972 7651952 160202903 183894801 50615295 53279745 0 0 69195458 71319201 0 0 4707749 42744476 45826087 162555229 170425033 -2352326 13469768 351212402 402804299 65953825 91081491 285258577 311722808 X ST. JOHN FISHER UNIVERSITY FOSTERS A COLLABORATIVE AND INCLUSIVE COMMUNITY WHERE STUDENTS GROW INTO PURPOSEFUL LEADERS THROUGH A TRANSFORMATIONAL EDUCATIONAL EXPERIENCE ROOTED IN OUR CATHOLIC HERITAGE AND GUIDED BY OUR BASILIAN TRADITION. 0 0 91417847 53279745 125547317 INSTRUCTION: TO GIVE INSTRUCTION IN LIBERAL ARTS COURSES LEADING TO THE DEGREES OF BA, BS, BBA, MASTER SCIENCE, MBA, AND PHARM D. 18422030 5318605 STUDENT SERVICES: TO SUPPORT THE INSTRUCTION FUNCTION. 17275244 2617703 ACADEMIC SUPPORT: TO SUPPORT THE INSTRUCTION FUNCTION. 9355124 22714821 AUXILIARY ENTERPRISES: TO SUPPORT THE INSTRUCTION FUNCTION. 9355124 22714821 136470245 1 1 0 1 0 0 0 1 0 1 1 1 0 0 1 0 0 1 1 0 1 0 0 0 0 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 1 437 0 1 2096 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 28 26 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 516385 0 116718 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 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 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 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 91227 0 6936 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 ADVAN 35.00 X 271706 0 77862 MARK HARRIS VP FOR FINANCE & ADMINISTR 35.00 X 258955 0 45063 JOSE PERALES VP FOR ENROLLMENT MANAGEME 35.00 X 252582 0 63928 KEVIN RAILEY PROVOST 35.00 X 281043 0 23847 MATHA THORNTON VP FOR STUDENT AFFAIRS & 35.00 X 206596 0 33378 CHRISTINE BIRNIE DEAN SCHOOL OF PHARMACY 35.00 X 259398 0 22136 DANIEL CONNOLLY DEAN SCHOOL OF BUSINESS 35.00 X 227605 0 125100 ANN MARIE FALLON DEAN SCHOOL OF A & S 35.00 X 184411 0 31197 PATRICIA GATLIN DEAN OF NURSING 35.00 X 197279 0 67311 JOELLEN MAPLES DEAN SCHOOL OF EDUCATION 35.00 X 163609 0 21277 HOLLY BROWN EXEC. DIR GOLISANO INSTITUT 35.00 X 173119 0 38071 JILL LAVIGNE PROFESSOR 35.00 X 174984 0 28946 EILEEN LYND-BALTA ASSOCIATE PROVOST 35.00 X 190473 0 39691 DAVID MCCAFFREY PROFESSOR 35.00 X 170532 0 50301 KARL WILLIAMS PROFESSOR 35.00 X 179791 0 36812 3799695 0 828574 122 0 1 0 HAMILTON STERN CONSTRUCTION LLP 3850 MONROE AVE PITTSFORD NY 14534 CONSTRUCTION 25489384 DIXON SCHWABL ADVERTISING INC 1595 MOSELEY ROAD VICTOR NY 14564 ADVERTISING 1023455 NIXON PEABODY LLP 1300 CLINTON SQUARE ROCHESTER NY 14604 LEGAL COUNSEL 890020 UDN INC 252 ALEXANDER STREET ROCHESTER NY 14607 CONSTRUCTION 753948 JT MAURO CO INC 84 HUMBOLDT STREET ROCHESTER NY 14609 CONSTRUCTION 662769 11 9636122 13319985 2621742 22956107 TUITION & FEES 611600 148668356 148668356 FACILITIES RENTAL 532000 394803 100000 294803 RESEARCH AND CONTRACT REVENUE 611600 338286 338286 AUXILIARY REVENUE 611600 132042 132042 11416 6219 5197 149544903 2118631 2118631 93557376 91934168 1623208 1623208 1623208 MISCELLANEOUS REVENUE 532000 4980319 4980319 OTHER REVENUE 900099 1852138 1818904 33234 BUFFALO BILLS CAMP 900099 558956 558956 260539 260539 7651952 183894801 156198446 698409 4041839 53279745 53279745 3319803 1900583 814355 604865 51845578 41718365 7946009 2181204 3199861 2300210 766038 133613 9072539 6485103 2191705 395731 3881420 2766603 938567 176250 1108870 16207 1085163 7500 92394 63 92331 49126 49126 3249691 1574166 1563122 112403 1291962 13049 1278913 2991192 2279909 573911 137372 3255121 977247 2046856 231018 2884860 1452271 1374567 58022 2450810 2133703 184091 133016 311714 296314 8985 6415 264088 751676 -487588 11126677 5691223 5435454 1186496 316 1186180 FOOD SERVICE 9567484 9355484 212000 SPECIAL PROGRAMS & OTHE 3417516 2152494 766609 498413 REPAIRS & MAINTENANCE 1383647 688782 693454 1411 MISCELLANEOUS 1115364 593543 491305 30516 79075 43189 35886 170425033 136470245 29247039 4707749 246843 516967 12570765 21487709 7816731 13073603 6585274 8452600 515228 301370 1766383 1696825 386475825 194341103 167626357 192134722 29279226 23350147 120958303 137724107 3847292 4066249 351212402 402804299 26049588 23842795 10139284 10664017 24996883 50456445 1345032 1755543 3423038 4362691 65953825 91081491 X 223753211 241972706 61505366 69750102 285258577 311722808 351212402 402804299 13469768 12994463 0 X X 0 1 X 1 1 1 X 16705927 23750123 10282929 9621305 22956107 83316391 16705927 23750123 10282929 9621305 22956107 83316391 13969179 69347212 2954887 4001681 4393648 3341020 2118631 16809867 1807441 2145764 3352626 3633338 7651952 18591121 118717379 0.58410 0.55780 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 5276 0 0 5276 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 151031721 2335033 14808708 1988326 4353402 161833734 131051997 6974229 18585340 1832399 3747446 151031721 132548768 6278201 -2538233 1649751 3586988 131051997 134556262 8354514 -5952209 1461300 2948498 132548768 97879974 10004789 30760546 1231531 2857516 134556262 0.65560 0.20080 0.14360 0 0 5161963 5161963 225295552 103167012 122128540 18195246 9950080 8245166 85175327 70677989 14497338 52647737 10546022 42101715 192134722 EQUITY FUNDS 89571414 F FIXED INCOME FUNDS 23643550 F REAL ASSET FUNDS 13148324 F DIVERSIFYING FUNDS 11360819 F 137724107 FINANCE LEASE LIABILITY 2921955 LIABILITY FOR CONDITIONAL ASSET RETIREMENT OBLIGATION 1010869 US GOVERNMENT GRANTS REFUNDABLE 429867 4362691 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 - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, INVESTMENTS 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 1 TUITION WAIVERS 314 1727418 FMV ROOM GRANTS 563 2095909 FMV TUITION EXCHANGE 29 534106 FMV RESIDENT ASSISTANT 53 640008 FMV MAINTENANCE 79 1773200 FMV SCHOLARSHIPS & GRANTS 2772 46509104 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 502093 0 0 0 14292 0 39008 0 77710 0 633103 0 0 0 CHRISTOPHER BIEHN VP FOR INSTITUTIONAL ADVAN 268641 0 0 0 3065 0 22011 0 55851 0 349568 0 0 0 MARK HARRIS VP FOR FINANCE & ADMINISTR 258955 0 0 0 0 0 21353 0 23710 0 304018 0 0 0 JOSE PERALES VP FOR ENROLLMENT MANAGEME 246879 0 0 0 5703 0 20045 0 43883 0 316510 0 0 0 KEVIN RAILEY PROVOST 281043 0 0 0 0 0 22339 0 1508 0 304890 0 0 0 MATHA THORNTON VP FOR STUDENT AFFAIRS & 206596 0 0 0 0 0 16972 0 16406 0 239974 0 0 0 CHRISTINE BIRNIE DEAN SCHOOL OF PHARMACY 259398 0 0 0 0 0 20728 0 1408 0 281534 0 0 0 DANIEL CONNOLLY DEAN SCHOOL OF BUSINESS 227605 0 0 0 0 0 18533 0 106567 0 352705 0 0 0 ANN MARIE FALLON DEAN SCHOOL OF A & S 184411 0 0 0 0 0 15595 0 15602 0 215608 0 0 0 PATRICIA GATLIN DEAN OF NURSING 197279 0 0 0 0 0 16508 0 50803 0 264590 0 0 0 JOELLEN MAPLES DEAN SCHOOL OF EDUCATION 162889 0 0 0 720 0 13545 0 7732 0 184886 0 0 0 HOLLY BROWN EXEC. DIR GOLISANO INSTITUT 173119 0 0 0 0 0 14504 0 23567 0 211190 0 0 0 JILL LAVIGNE PROFESSOR 174984 0 0 0 0 0 14076 0 14870 0 203930 0 0 0 EILEEN LYND-BALTA ASSOCIATE PROVOST 190473 0 0 0 0 0 16124 0 23567 0 230164 0 0 0 DAVID MCCAFFREY PROFESSOR 170532 0 0 0 0 0 14490 0 35811 0 220833 0 0 0 KARL WILLIAMS PROFESSOR 179791 0 0 0 0 0 14076 0 22736 0 216603 0 0 0 PART I, LINE 4B DURING 2025, ST. JOHN FISHER CONTRIBUTED $11,408 TO A 457(B) PLAN ON BEHALF OF PRESIDENT GERARD ROONEY. A 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 B MONROE COUNTY INDUSTRIAL DEVELOPMENT CORP 510188852 61075TXS2 2024-06-27 50974743 REFUND SERIES 2011 AND 2014A BONDS AND FINANCE RENOVATIONS TO LAVERY LIBRARY 0 0 0 A 23615000 26302067 374193 25927873 2012 1 0 1 1 B 50974743 742453 29810646 20421643 1 0 1 1 A 0 0 1 1 0 0 0 0 1 B 0 1 0 0 0 0 0 0 1 A 1 B 1 OFFICERS 220299 TUITION REMISSION & MERIT BASED SCHOLARSHIPS X 12 2621742 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