Totals
- Total revenue
- $105,939,763
- Total expenses
- $109,220,768
- Contributions and grants received
- $11,628,209
- Grants paid
- $36,660,398
- Program service revenue
- $84,825,727
- Investment income
- $4,011,641
- Other revenue
- $5,474,186
- Total assets, end of year
- $157,885,424
- Total liabilities, end of year
- $50,587,638
- Net assets or fund balances, end of year
- $107,297,786
- Program services expenses (Part IX)
- $87,611,366
- Management and general expenses
- $20,411,320
- Fundraising expenses
- $1,198,082
- Program service expenses (Part III)
- $87,611,366
Program services were 80.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1a · Federated campaigns
$5,044
-
1c · Fundraising events
$109,089
-
1e · Government grants (contributions)
$3,729,429
-
1f · All other contributions, gifts and grants
$7,784,647
-
1g · Noncash contributions included above
$324,165
-
2a · Program service revenue: TUITION AND FEES
total $70,941,573 · related or exempt $70,941,573
-
2b · Program service revenue: ROOM AND BOARD
total $13,884,154 · related or exempt $13,884,154
-
3 · Investment income
total $2,691,862 · unrelated business $5,151 · excluded $2,686,711
-
5 · Royalties
total $13,232 · excluded $13,232
-
6a · Gross rents
real property $7,638
-
6b · Less rental expenses
real property $0
-
6c · Rental income or loss
real property $7,638
-
6d · Net rental income or loss
total $7,638 · excluded $7,638
-
7a · Gross sales of assets other than inventory
securities $13,650,249
-
7b · Less cost or other basis and sales expenses
securities $12,330,470
-
7c · Gain or loss
securities $1,319,779
-
7d · Net gain or loss
total $1,319,779 · excluded $1,319,779
-
8a · Fundraising events: gross income
$39,865
-
8a · Fundraising events: contributions included on line 1c
$109,089
-
8b · Fundraising events: direct expenses
$58,543
-
8c · Net income from fundraising events
total -$18,678 · excluded -$18,678
-
11a · Other revenue: ATHLETIC INCOME
total $2,477,837 · excluded $2,477,837
-
11b · Other revenue: DINNING REVENUE
total $601,184 · excluded $601,184
-
11c · Other revenue: CATERING & DINNING
total $529,156 · unrelated business $3,409 · excluded $525,747
-
11d · All other revenue
total $1,863,817 · unrelated business $289,368 · excluded $1,574,449
-
11e · Other revenue, total
$5,471,994
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $41,182 · program services $41,182
-
2 · Grants to domestic individuals
total $36,619,216 · program services $36,619,216
-
5 · Compensation of officers, directors and key employees
total $571,214 · program services $333,978 · management and general $223,768 · fundraising $13,468
-
7 · Other salaries and wages
total $26,995,990 · program services $15,784,070 · management and general $10,575,415 · fundraising $636,505
-
8 · Pension plan contributions
total $1,670,313 · program services $1,313,846 · management and general $309,648 · fundraising $46,819
-
9 · Other employee benefits
total $6,987,365 · program services $5,857,371 · management and general $1,030,216 · fundraising $99,778
-
10 · Payroll taxes
total $1,970,047 · program services $1,583,900 · management and general $339,771 · fundraising $46,376
-
11b · Fees: legal
total $219,178 · program services $201,052 · management and general $18,126
-
11c · Fees: accounting
total $110,869 · management and general $110,869
-
11f · Fees: investment management
total $442,554 · management and general $442,554
-
11g · Fees: other
total $6,197,039 · program services $2,779,754 · management and general $3,374,378 · fundraising $42,907
-
12 · Advertising and promotion
total $678,042 · program services $66,953 · management and general $611,089
-
13 · Office expenses
total $3,208,064 · program services $2,104,949 · management and general $1,065,590 · fundraising $37,525
-
14 · Information technology
total $728,626 · program services $46,692 · management and general $651,725 · fundraising $30,209
-
16 · Occupancy
total $2,681,165 · program services $1,952,016 · management and general $729,149
-
17 · Travel
total $3,586,657 · program services $3,461,275 · management and general $95,826 · fundraising $29,556
-
19 · Conferences, conventions and meetings
total $115,956 · program services $91,174 · management and general $24,782
-
20 · Interest
total $986,858 · program services $986,858
-
22 · Depreciation, depletion and amortization
total $5,518,981 · program services $5,518,981
-
23 · Insurance
total $761,665 · program services $374,636 · management and general $387,029
-
24a · Other expenses: FOOD SERVICE EXPENSE
total $1,816,680 · program services $1,816,680
-
24b · Other expenses: EDUCATIONAL EXPENSES
total $1,191,497 · program services $921,188 · management and general $116,759 · fundraising $153,550
-
24c · Other expenses: AWARDS
total $782,892 · program services $694,632 · management and general $74,346 · fundraising $13,914
-
24d · Other expenses: UNIFORMS
total $638,999 · program services $615,290 · management and general $23,709
-
24e · All other expenses
total $4,699,719 · program services $4,445,673 · management and general $206,571 · fundraising $47,475
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $10,175 · end of year $10,175
-
2 · Savings and temporary cash investments
beginning of year $5,422,995 · end of year $2,284,640
-
3 · Pledges and grants receivable
beginning of year $1,365,083 · end of year $1,582,080
-
4 · Accounts receivable
beginning of year $2,143,123 · end of year $2,316,965
-
7 · Other notes and loans receivable
beginning of year $776,835 · end of year $365,431
-
8 · Inventories for sale or use
beginning of year $274,353 · end of year $251,754
-
9 · Prepaid expenses and deferred charges
beginning of year $1,027,112 · end of year $1,122,312
-
10a · Land, buildings and equipment: cost or other basis
$163,791,566
-
10b · Land, buildings and equipment: accumulated depreciation
$78,317,070
-
10c · Land, buildings and equipment, net
beginning of year $77,069,331 · end of year $85,474,496
-
11 · Investments: publicly traded securities
beginning of year $53,519,598 · end of year $56,118,917
-
12 · Investments: other securities
beginning of year $4,625,594 · end of year $4,329,440
-
15 · Other assets
beginning of year $11,356,300 · end of year $4,029,214
-
17 · Accounts payable and accrued expenses
beginning of year $5,961,596 · end of year $8,464,887
-
19 · Deferred revenue
beginning of year $3,417,289 · end of year $2,869,839
-
20 · Tax-exempt bond liabilities
beginning of year $36,684,873 · end of year $35,829,435
-
23 · Secured mortgages and notes payable
beginning of year $880,097 · end of year $1,875,426
-
25 · Other liabilities
beginning of year $2,409,396 · end of year $1,548,051
-
27 · Net assets without donor restrictions
beginning of year $51,746,672 · end of year $46,989,566
-
28 · Net assets with donor restrictions
beginning of year $56,490,576 · end of year $60,308,220
Mission and programs · 2022
Mission
AS THE OLDEST FRANCISCAN INSTITUTION OF HIGHER LEARNING IN THE UNITED STATES, SAINT FRANCIS UNIVERSITY DRAWS INSPIRATION FROM OUR CATHOLIC TRADITION AND EXPRESSES THE LIVED EXAMPLE OF SAINT FRANCIS OF ASSISSI IN THE MODERN WORLD. CONTINUED ON SCHEDULE "O".SAINT FRANCIS PROMOTES AN INCLUSIVE LEARNING COMMUNITY AND A LIFELONG PATH TO VIRTUE, TRUTH, AND COMPASSION. WITHIN A CULTURE THAT SEEKS UNDERSTANDING THROUGH INNOVATION AND COLLABORATION, WE CHAMPION THE INHERENT DIGNITY OF THE INDIVIDUAL PERSON AND THE COMMON GOOD.
Activities or mission (Part I)
NON-PROFIT EDUCATIONAL INSTITUTION LOCATED IN LORETTO, PENNSYLVANIA.
-
SAINT FRANCIS UNIVERSITY ("SFU"), FOUNDED IN 1847 BY THE FRANCISCANS OF THE THIRD ORDER REGULAR, IS THE OLDEST FRANCISCAN COLLEGE IN THE NATION. LOCATED IN LORETTO, PA, THE UNIVERSITY IS AN INTEGRAL PART OF THE REGION, PROVIDING HIGHER EDUCATION, CULTURAL EVENTS, PERFORMING ARTS, ATHLETIC COMPETITION, AND NUMEROUS COMMUNITY OUTREACH PROGRAMS FOR CAMBRIA COUNTY AND BEYOND. OVER 98% OF THE UNIVERSITY'S UNDERGRADUATE STUDENTS RECEIVE SOME SORT OF FINANCIAL AID. SFU PROVIDES EDUCATIONAL OPPORTUNITIES TO THE COMMUNITY AND SERVES BOTH TRADITIONAL AND NON-TRADITIONAL STUDENTS. IN ADDITION TO SFU'S MAIN CAMPUS LOCATION IN LORETTO, THE UNIVERSITY CONDUCTS INSTRUCTION AT VARIOUS LOCATIONS IN WESTERN PA IN BOTH UNDERGRADUATE AND GRADUATE PROGRAMS. CONTINUED ON "SCHEDULE O".SFU CURRENTLY HAS APPROXIMATELY 1,438 FULL-TIME AND 187 PART-TIME UNDERGRADUATE STUDENTS AND 398 GRADUATE STUDENTS. ALL FULL-TIME UNDERGRADUATE STUDENTS ARE REQUIRED TO PERFORM COMMUNITY SERVICE. SFU ESTIMATES THAT OVER 8,000 HOURS WERE DEDICATED TO SERVICE BY SFU STUDENTS.THE UNIVERSITY'S CENTERS OFFER A WIDE VARIETY OF SERVICES FOR THE AREA: THE SMALL BUSINESS DEVELOPMENT CENTER (SBDC) PROVIDES EXPERTISE IN FINANCING, MARKETING, AND OPERATIONAL MANAGEMENT TO LOCAL BUSINESSES AND ENTREPRENEURS. THESE PROJECTS ARE FUNDED THROUGH FEDERAL AND STATE GRANTS AND SERVICES ARE PROVIDED TO BUSINESSES AT NO COST.THE DOROTHY DAY CENTER SERVES AS THE MAJOR ARM OF OUTREACH FOR THE UNIVERSITY THROUGH FAITH, EDUCATIONAL, AND SOCIAL SERVICES. THE CENTER OFFERS A VARIETY OF ASSISTANCE TO THE ECONOMICALLY DISADVANTAGED, INCLUDING EMERGENCY FINANCIAL AID, FOOD, AND CLOTHING, AS WELL AS DIRECT STUDENT ASSISTANCE THROUGH MANY VOLUNTEER PROGRAMS. MAJOR PROGRAMS INCLUDE THE SMILE AND PLUS-1 PROGRAMS. THESE PROGRAMS USE UNIVERSITY STAFF AND STUDENTS TO WORK WITH ECONOMICALLY DISADVANTAGED YOUTH OF THE AREA, IN THE AREAS OF READING SKILLS, TUTORING, AND OTHER LIFE EXPERIENCE SKILLS.THE UPWARD BOUND CENTER IS A FEDERAL PROGRAM FUNDED BY THE U.S. DEPARTMENT OF EDUCATION AND DESIGNED TO PREPARE LOW INCOME, POTENTIAL FIRST-GENERATION COLLEGE STUDENTS FOR THE RIGORS OF POST-SECONDARY EDUCATION. PROVIDED AT NO COST TO THE PARTICIPANTS, THE PROGRAM OFFERS A WIDE VARIETY OF ACADEMIC, CAREER, AND CULTURAL DEVELOPMENT ACTIVITIES FOR STUDENTS. FROM SEPTEMBER TO MAY, STUDENTS PARTICIPATE IN SATURDAY FOLLOW-UPS HELD ON CAMPUS AND TUTORIALS HELD AFTER SCHOOL IN THEIR COMMUNITIES. ADDITIONAL ACADEMIC YEAR ACTIVITIES INCLUDE COLLEGE VISITS, SAT CRAM SESSIONS, AND COLLEGE FAIRS. DURING THE SIX-WEEK RESIDENTIAL SUMMER PROGRAM, STUDENTS ATTEND FIVE ACADEMIC CLASSES EACH DAY AND PARTICIPATE IN A WIDE VARIETY OF CAREER AND CULTURAL ACTIVITIES. ON AVERAGE, 93% OF UPWARD BOUND STUDENTS GO ON TO COLLEGE IMMEDIATELY AFTER HIGH SCHOOL. AFTER COMPLETING HIGH SCHOOL, 80% OF UPWARD BOUND GRADUATES EARN A COLLEGE DEGREE WITHIN FIVE YEARS.THE UNIVERSITY HOSTS APPROXIMATELY 430 HIGH SCHOOL STUDENTS IN A VARIETY OF ACADEMIC PROGRAMS INCLUDING SCIENCE DAY AND BUSINESS DAY. THESE SERVICES ARE PROVIDED TO PARTICIPANTS AT LITTLE OR NO COST. THEY INCLUDE A DAY OF WORKING WITH VARIOUS UNIVERSITY PROFESSORS, GUEST PROFESSORS, AND STUDENTS TO PRESENT AREA HIGH SCHOOL STUDENTS WITH THE OPPORTUNITY TO EXPERIENCE EXCITING TOPICS IN VARIOUS CONCENTRATIONS. ADDITIONALLY, THE UNIVERSITY HOSTS FORENSIC COMPETITIONS FOR HIGH SCHOOLS IN THE REGION AND WEEK LONG SCIENCE ACADEMIES AND KID SCIENCE CAMPS ALL THROUGH THE SUMMER MONTHS FOR ALL AGE GROUPS.
Expenses $87,611,366 · Grants $36,660,398 · Revenue $84,825,727
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Very Rev Joseph LehmanVERY REV JOSEPH LEHMAN
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1
-
Hon Judith Ference OlsonHON JUDITH FERENCE OLSON
VICE CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1
-
Very Rev Malachi Van Tassell TorVERY REV MALACHI VAN TASSELL TOR
PRESIDENT
- Total calculated
- $0
- Hours/week
- 40
-
Dr James BurkeDR JAMES BURKE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Michael CalandraMICHAEL CALANDRA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
John Jack EckenrodeJOHN JACK ECKENRODE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Rev Dominic Foster TorREV DOMINIC FOSTER TOR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Debra FriedrichDEBRA FRIEDRICH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Rev Daniel KlimekREV DANIEL KLIMEK
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Scott Miller LammieSCOTT MILLER LAMMIE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Paul S McGrath Jr EsqPAUL S MCGRATH JR ESQ
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Kevin R MillerKEVIN R MILLER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Brittni Smallwood-MooreBRITTNI SMALLWOOD-MOORE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Lawrence T GiannoneLAWRENCE T GIANNONE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Frank PasqualoneFRANK PASQUALONE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Rev Gregory Plow TorREV GREGORY PLOW TOR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Teresa K PolleyTERESA K POLLEY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Jean Payne RogersJEAN PAYNE ROGERS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Paul R SansonePAUL R SANSONE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Rev Jonathan St Andre TorREV JONATHAN ST ANDRE TOR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Peter StevensonPETER STEVENSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
John SullivanJOHN SULLIVAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Dr James TakacsDR JAMES TAKACS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Joy ThomaJOY THOMA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Rev Patrick Whittle TorREV PATRICK WHITTLE TOR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Rev Vincent Yeager TorREV VINCENT YEAGER TOR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Frank C Montecalvo EdDFRANK C MONTECALVO EDD
VP FOR STUDENT DEVELOPMENT
- Total calculated
- $189,996
- From this org
- $158,359
- From related orgs
- $0
- Other
- $31,637
- Hours/week
- 35 + 1 related
Schedule J breakdown matched by us
- Base
- $158,359
- Bonus
- $0
- Other
- $0
- Deferred
- $12,668
- Nontaxable benefits
- $18,969
- Filer's total
- $189,996
-
Jeffrey L SavinoJEFFREY L SAVINO
VP FOR FINANCE AND ADMINIS
- Total calculated
- $195,081
- From this org
- $162,400
- From related orgs
- $0
- Other
- $32,681
- Hours/week
- 40 + 1 related
Schedule J breakdown matched by us
- Base
- $162,400
- Bonus
- $0
- Other
- $0
- Deferred
- $12,992
- Nontaxable benefits
- $19,689
- Filer's total
- $195,081
-
Robert J Crusciel JrROBERT J CRUSCIEL JR
VP FOR ADVANCEMENT
- Total calculated
- $183,321
- From this org
- $150,951
- From related orgs
- $0
- Other
- $32,370
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $150,951
- Bonus
- $0
- Other
- $0
- Deferred
- $12,076
- Nontaxable benefits
- $20,294
- Filer's total
- $183,321
-
Randy L FryeRANDY L FRYE
DEAN OF BUSINESS
- Total calculated
- $213,847
- From this org
- $181,804
- From related orgs
- $0
- Other
- $32,043
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $181,804
- Bonus
- $0
- Other
- $0
- Deferred
- $14,544
- Nontaxable benefits
- $17,499
- Filer's total
- $213,847
-
Christopher H VillarrialCHRISTOPHER H VILLARRIAL
HEAD FOOTBALL COACH
- Total calculated
- $199,690
- From this org
- $179,641
- From related orgs
- $0
- Other
- $20,049
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $179,641
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $20,049
- Filer's total
- $199,690
-
Robert S Krimmel JrROBERT S KRIMMEL JR
HEAD MEN'S BASKETBALL COACH
- Total calculated
- $200,899
- From this org
- $170,050
- From related orgs
- $0
- Other
- $30,849
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $170,050
- Bonus
- $0
- Other
- $0
- Deferred
- $11,880
- Nontaxable benefits
- $18,969
- Filer's total
- $200,899
-
John S MikoJOHN S MIKO
PROFESSOR
- Total calculated
- $160,326
- From this org
- $142,361
- From related orgs
- $0
- Other
- $17,965
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $142,361
- Bonus
- $0
- Other
- $0
- Deferred
- $11,389
- Nontaxable benefits
- $6,576
- Filer's total
- $160,326
-
Peter SkonerPETER SKONER
DEAN OF SCHOOL OF STEAM
- Total calculated
- $169,873
- From this org
- $141,087
- From related orgs
- $0
- Other
- $28,786
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $141,087
- Bonus
- $0
- Other
- $0
- Deferred
- $11,287
- Nontaxable benefits
- $17,499
- Filer's total
- $169,873
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Compensation committee
- 3 · Independent compensation consultant
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
LORETTO BOROUGH
$34,426
CONTRIBUTIONS FOR FINANCIAL SUPPORT
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
DISEPIO INSTITUTE FOR RURAL HEALTH AND WELLNESS
501(C)(3) · HEALTH AND WELLNESS CENTER · PA · controlled entity
Directly controlled by SAINT FRANCIS UNIVERSITY
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 6 May 2024
- IRS schema version
- 2022v5.0
- Source object
- 202431349349308448
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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