Civic Intelligence

St John Fisher University

EIN 16-0746864 • 501(c)3 • Rochester, NY

Profile

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.

3690 East AvenueRochester, NY 14618

www.sjf.edu

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

42nd percentile

0.23x

Higher debt load relative to assets than 42% of similar nonprofits.

501(c)3 • $250M-$1B nonprofits • Source year 2025

Liabilities / Revenue

51st percentile

0.50x

Higher debt load relative to revenue than 51% of similar nonprofits.

501(c)3 • $250M-$1B nonprofits • Source year 2025

Net Margin

60th percentile

7.3%

Higher net margin than 60% of similar nonprofits.

501(c)3 • $250M-$1B nonprofits • Source year 2025

Top Officer Pay

37th percentile

$633,103

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 0.3% of source-year revenue.

501(c)3 • $250M-$1B nonprofits • Source year 2025

Asset Growth

81st percentile

15%

Faster asset growth than 81% of similar nonprofits.

501(c)3 • $250M-$1B nonprofits • Annualized from 2024 to 2025

Revenue Growth

66th percentile

15%

Faster revenue growth than 66% of similar nonprofits.

501(c)3 • $250M-$1B nonprofits • Annualized from 2024 to 2025

Assets

Up

$351,212,402

Up $19,749,311 (+6.0%) from 2023

Liabilities

Up

$65,953,825

Up $5,226,712 (+8.6%) from 2023

Net Assets

Up

$285,258,577

Up $14,522,599 (+5.4%) from 2023

Revenue

Up

$160,202,903

Up $3,107,527 (+2.0%) from 2023

Expenses

Up

$162,555,229

Up $6,443,972 (+4.1%) from 2023

Net Income

Down

-$2,352,326

Down $3,336,445 (-339%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400M$300M$200M$100M$0Assets 2010: $185,988,201Liabilities 2010: $70,261,323Net Assets 2010: $115,726,8782010Assets 2011: $205,127,527Liabilities 2011: $73,846,915Net Assets 2011: $131,280,6122011Assets 2012: $209,542,710Liabilities 2012: $71,390,085Net Assets 2012: $138,152,6252012Assets 2013: $222,742,169Liabilities 2013: $68,419,392Net Assets 2013: $154,322,7772013Assets 2014: $254,376,895Liabilities 2014: $82,979,545Net Assets 2014: $171,397,3502014Assets 2015: $261,991,856Liabilities 2015: $82,666,258Net Assets 2015: $179,325,5982015Assets 2016: $263,927,133Liabilities 2016: $78,236,574Net Assets 2016: $185,690,5592016Assets 2017: $277,394,544Liabilities 2017: $76,502,435Net Assets 2017: $200,892,1092017Assets 2018: $288,562,009Liabilities 2018: $72,730,672Net Assets 2018: $215,831,3372018Assets 2019: $303,487,592Liabilities 2019: $71,123,321Net Assets 2019: $232,364,2712019Assets 2020: $302,679,499Liabilities 2020: $66,043,069Net Assets 2020: $236,636,4302020Assets 2021: $337,911,510Liabilities 2021: $63,711,738Net Assets 2021: $274,199,7722021Assets 2022: $335,040,686Liabilities 2022: $59,689,856Net Assets 2022: $275,350,8302022Assets 2023: $331,463,091Liabilities 2023: $60,727,113Net Assets 2023: $270,735,9782023Assets 2024: $351,212,402Liabilities 2024: $65,953,825Net Assets 2024: $285,258,5772024

Highlighted filing

2024

Assets$351,212,402
Liabilities$65,953,825
Net Assets$285,258,577

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200M$150M$100M$50M$0-$50MExpenses 2010: $96,594,8462010Expenses 2011: $102,550,3972011Expenses 2012: $108,424,5412012Expenses 2013: $111,821,2052013Revenue 2014: $128,985,073Expenses 2014: $117,153,347Net Income 2014: $11,831,7262014Revenue 2015: $130,100,613Expenses 2015: $122,653,348Net Income 2015: $7,447,2652015Revenue 2016: $135,217,896Expenses 2016: $126,272,400Net Income 2016: $8,945,4962016Revenue 2017: $142,099,078Expenses 2017: $130,627,033Net Income 2017: $11,472,0452017Revenue 2018: $147,706,678Expenses 2018: $135,582,813Net Income 2018: $12,123,8652018Revenue 2019: $159,487,143Expenses 2019: $139,251,060Net Income 2019: $20,236,0832019Revenue 2020: $145,782,926Expenses 2020: $140,101,195Net Income 2020: $5,681,7312020Revenue 2021: $148,301,823Expenses 2021: $139,210,050Net Income 2021: $9,091,7732021Revenue 2022: $161,344,073Expenses 2022: $150,359,601Net Income 2022: $10,984,4722022Revenue 2023: $157,095,376Expenses 2023: $156,111,257Net Income 2023: $984,1192023Revenue 2024: $160,202,903Expenses 2024: $162,555,229Net Income 2024: -$2,352,3262024

Highlighted filing

2024

Revenue$160,202,903
Expenses$162,555,229
Net Income-$2,352,326

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$351$66.0$285$160$163$2.35
2023Detailed filing. Detailed filing data is available for this year.$331$60.7$271$157$156$0.98
2022Detailed filing. Detailed filing data is available for this year.$335$59.7$275$161$150$11.0
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$338$63.7$274$148$139$9.09
2020Detailed filing. Detailed filing data is available for this year.$303$66.0$237$146$140$5.68
2019Detailed filing. Detailed filing data is available for this year.$303$71.1$232$159$139$20.2
2018Summary only. Only limited summary data is available for this year.$289$72.7$216$148$136$12.1
2017Detailed filing. Detailed filing data is available for this year.$277$76.5$201$142$131$11.5
2016Detailed filing. Detailed filing data is available for this year.$264$78.2$186$135$126$8.95
2015Detailed filing. Detailed filing data is available for this year.$262$82.7$179$130$123$7.45
2014Detailed filing. Detailed filing data is available for this year.$254$83.0$171$129$117$11.8
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$223$68.4$154$112
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$210$71.4$138$108
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$205$73.8$131$103
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$186$70.3$116$96.6
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2023 to May 31, 2024
Signed
Apr 15, 2025
Return Version
2023v6.0
Gross Receipts
$163,888,787
Mission and Program Overview

Mission

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.

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$153,017,693$167,626,357▲ $14,608,664
Investments Other Securities-$120,958,303-
Investments in Publicly Traded Securities$129,993,829$29,279,226▼ $100,714,603
Savings and Temporary Cash Investments$25,711,174$12,570,765▼ $13,140,409
Pledges and Grants Receivable$9,330,781$7,816,731▼ $1,514,050
Accounts Receivable$5,487,979$6,585,274▲ $1,097,295
Prepaid Expenses and Deferred Charges$1,424,498$1,766,383▲ $341,885
Other Notes and Loans Receivable, Net$110,879$515,228▲ $404,349
Cash and Non-Interest-Bearing Accounts$780,162$246,843▼ $533,319
Total Assets$331,463,091$351,212,402▲ $19,749,311
Other Assets Total$5,606,096$3,847,292▼ $1,758,804
Liabilities
Accounts Payable and Accrued Expenses$17,320,587$26,049,588▲ $8,729,001
Tax Exempt Bond Liabilities$28,494,757$24,996,883▼ $3,497,874
Deferred Revenue$9,082,607$10,139,284▲ $1,056,677
Other Liabilities$3,910,872$3,423,038▼ $487,834
Mortgage Notes Payable Secured by Investment Property$1,918,290$1,345,032▼ $573,258
Total Liabilities$60,727,113$65,953,825▲ $5,226,712
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$214,614,863$223,753,211▲ $9,138,348
Net Assets With Donor Restrictions$56,121,115$61,505,366▲ $5,384,251
Total Net Assets Fund Balance$270,735,978$285,258,577▲ $14,522,599
Total Liabilities and Net Assets / Fund Balance$331,463,091$351,212,402▲ $19,749,311

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$118,721,070$97,803,820$216,524,890
Equipment$13,411,407$67,705,763$81,117,170
Other Land Buildings$21,455,916$10,321,581$31,777,497
Leasehold Improvements$8,876,001$9,319,245$18,195,246
Land$5,161,963-$5,161,963
Other Securities$15,014,913--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$131,051,997$6,974,229▲ $18,585,340$3,747,446$151,031,721
2022$132,548,768$6,278,201▼ $2,538,233$3,586,988$131,051,997
2021$134,556,262$8,354,514▼ $5,952,209$2,948,498$132,548,768
2020$97,879,974$10,004,789▲ $30,760,546$2,857,516$134,556,262
2019$94,839,826$5,687,868▲ $1,163,589$2,544,778$97,879,974
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Gerard RooneyPresidentFT$470,449$123,177$593,626
Christopher BiehnVP for Institutional AdvancemtFT$262,208$79,220$341,428
Kevin RaileyProvostFT$270,881$43,102$313,983
Jose PeralesVP for Enrollment ManagementFT$235,644$64,450$300,094
Christine BirnieDean School of PharmacyFT$251,907$21,402$273,309
Patricia GatlinDean of NursingFT$191,597$59,160$250,757
David MccaffreyAssoc Dean of Student AffairsFT$173,152$59,819$232,971
Matha ThorntonVP for Student Affairs & DosFT$190,742$31,148$221,890
Carol WittmeyerDirector of Family BusinessFT$174,312$38,612$212,924
Karl WilliamsProfessorFT$177,456$34,883$212,339
Ann Marie FallonDean School of a & SFT$179,930$30,117$210,047
Todd CamenischProfessor & ChairFT$174,561$27,678$202,239
Hezekiah SimmonsInterim VP for Finance & AdministrationFT$196,031-$196,031
Hezekiah SimmonsInterim VP for Finance & Administrat-$196,031-$196,031
Daniel ConnollyDean School of BusinessFT$105,129$88,574$193,703
Omar WattsAssociate ProfessorFT$175,663$12,190$187,853
Joellen MaplesDean School of EducationFT$158,906$21,306$180,212
Mark HarrisVP for Finance & Administration & CFOFT$141,894$20,178$162,072
Mark HarrisVP for Finance & Administration & Cf-$139,394$22,678$162,072
Rev George Smith CsbBoard of Trustees Member-$91,811$6,588$98,399

Board Members and Trustees

NameTitle
Mr Philip H YawmanChair
Ms Rebecca PelinoVice Chair
Mr Ronald D BillitierBoard of Trustee Member
MS CATHERINE D'AMICOBoard of Trustees Member
Mr Anthony G LeeBoard of Trustees Member
Mr Daniel J Boyce EsqBoard of Trustees Member
Mr Donald E JeffriesBoard of Trustees Member
Mr Herbert W Engert JrBoard of Trustees Member
Mr John a DepetersBoard of Trustees Member
Mr M Kevin DuganBoard of Trustees Member
Mr Mark S PetersonBoard of Trustees Member
Mr Martin K BirminghamBoard of Trustees Member
Mr Matthew RoweBoard of Trustees Member
Mr Michael E HaefnerBoard of Trustees Member
Mr Michael F StapletonBoard of Trustees Member
Mr Michael a OconorBoard of Trustees Member
Mr Randall M WhiteBoard of Trustees Member
Mr Ronald a PlutaBoard of Trustees Member
Mr Thomas G BowlesBoard of Trustees Member
Mr William G ClarkBoard of Trustees Member
Mr William J PellicanoBoard of Trustees Member
Mrs Diana L NoleBoard of Trustees Member
Mrs Elizabeth Mullin-diprosaBoard of Trustees Member
Mrs Mary V PiehlerBoard of Trustees Member
Mrs Wanda PolisseniBoard of Trustees Member
Ms Jacqueline D PetersonBoard of Trustees Member
Ms Janice C LossBoard of Trustees Member
Ms Jill KnittelBoard of Trustees Member
Ms Veronica L SheehanBoard of Trustees Member

Highest Paid Contractors

ContractorServicesLocationCompensation
Hamilton Stern Construction LLPConstruction3850 MONROE AVE, Pittsford, NY 14534$4,015,618
Holt Architects PCArchitectural Plans619 W STATE STREET, Ithaca, NY 14850$1,465,146
Udn INCConstruction252 ALEXANDER STREET, Rochester, NY 14607$1,088,343
Dixon Schwabl Advertising INCAdvertising1595 MOSELEY ROAD, Victor, NY 14564$1,051,390
Nixon Peabody LLPLegal Counsel1300 CLINTON SQUARE, Rochester, NY 14604$603,723
Revenue and Support

Revenue Composition

Contributions and Grants
$9,621,305
Program Service Revenue
$143,612,452
Investment Income
$3,341,174
Other Revenue
$3,627,972
All Other Contributions
$4,568,414
Change in Net Assets
$-2,352,326

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded17$301,173Fair Market Value
Total Noncash Contributions17$301,173-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$69,195,458
Grants and Similar Amounts Paid$50,615,295
Other Expenses$42,744,476
Total Fundraising Expense$4,297,586
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$50,615,295--$50,615,295
Other Salaries and Wages$40,527,911$8,144,461$1,824,773$50,497,145
Depreciation Depletion$5,352,183$4,701,385-$10,053,568
Other Employee Benefits$6,221,628$1,925,524$339,314$8,486,466
Payroll Taxes$2,761,755$858,391$158,265$3,778,411
Fees for Services Other$1,976,007$1,265,413$120,072$3,361,492
Current Officers, Directors, Trustees, and Key Employees$1,879,752$838,518$590,945$3,309,215
Information Technology$974,742$1,948,346$223,814$3,146,902
Pension Plan Contributions$2,303,099$702,902$118,220$3,124,221
Office Expenses$1,985,235$624,211$113,539$2,722,985
Occupancy$1,356,839$1,311,820$34,531$2,703,190
Travel$2,191,348$206,479$111,540$2,509,367
Advertising$5,955$1,181,936$78,412$1,266,303
Insurance-$1,063,176-$1,063,176
Fees for Services Legal$14,936$921,975-$936,911
Other Expenses$364,834$409,074$30,892$773,908
Interest$625,913$9,267-$635,180
Conferences and Meetings$341,325$5,964$4,932$352,221
Fees for Services Accounting$50$92,269-$92,319
All Other Expenses$94,770$-19,675-$75,095
Fees for Service Investment Mgmnt Fees-$25,946-$25,946
Total Functional Expenses$131,142,790$27,114,853$4,297,586$162,555,229
International Activity

International Summary

Offices
0
Employees
0
Spending
$220,887

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
Yes
Transfers to foreign corporations
Yes

International Activities

RegionActivityServicesOfficesEmployeesSpending
Central America and the CaribbeanInvestments---$220,887
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$58,158
Fundraising Gross Income$52,792
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Scholarship Golf Tournament$52,792$52,792$10,250$42,542
Total Events$52,792$52,792$58,158$-5,366
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Finance Lease Liability$1,683,192
Liability for Conditional Asset Retirement Obligation$999,829
US Government Grants Refundable$740,017

Bond Issues

BondIssuerIssuedIssue PricePurpose
BMonroe County Industrial Development Corp2012-06-01$26,302,067Refund 1999 series issued 6/29/99 and refund 2001 series issued 6/21/01.
CMonroe County Industrial Development Corp2014-03-26$17,863,924New academic/athletic buildings and deferred maintenence on existing buildin
AMonroe County Industrial Development Corp2011-05-26$13,712,491Refund series 2008 bonds issued nov. 25, 2008 and reissued oct. 16, 2009.

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
B$26,302,067$25,927,873$22,630,000$374,193
C$17,872,246-$3,120,000$262,745
A$13,712,491$12,444,166$5,825,000$198,225

Bond Financing Compliance

No rebate due
Yes
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
Yes
Corrective action procedures
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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.

Filing and Contact Details

Filer

Filer Name
St John Fisher University
EIN
16-0746864
Phone
5853858000
Address
3690 EAST AVENUE, ROCHESTER, NY 14618

Signing Officer

Name
Mark Harris
Title
VP of Finance & Admin, CFO
Phone
5853855242
Signed
2025-04-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dr Gerard J Rooney
Formed
1948
Legal Domicile
Ny
Voting Board Members
31
Independent Board Members
29
Employees
2,058
Volunteers
126

Preparer

Firm
Bonadio & Co Llp
Address
171 SULLYS TRAIL, PITTSFORD, NY 14534
Preparer
Aimee Jozic
Phone
5853811000
Supplemental Narrative

Additional Explanations

Form 990. Part XII, Line 2C

The university has not changed its oversight or selection process during the year.

Financial Statement Notes

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.

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IRS990/Desc0INSTRUCTION: TO GIVE INSTRUCTION IN LIBERAL ARTS COURSES LEADING TO THE DEGREES OF BA, BS, BBA, MASTER SCIENCE, MBA, AND PHARM D.
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