Landmark Summer 2020

37 D onor I mpact R eport The Aquinas Institute of Rochester & The Aquinas Institute Foundation, Inc. I. Combined Statement of Financial Position (audited, amounts rounded to nearest thousandth) Dr. Anthony Cook ‘99 Ex Officio, President & Secretary, Aquinas Institute Dr. Jeannine Dingus-Eason ‘89 Rhode Island College Nicholas J. Dobbertin, CPA ‘01 Treasurer, Genesee Regional Bank Fr. Paul F. English, CSB University of St. Thomas Mario Fallone, Esq. ‘92, P ’25, ‘27 Harter Secrest & Emery LLP Edward Fiorentino ‘76 TerSera Therapeutics Leslie Galusha ’92, P ’22, ’24, ‘27 Ex Officio, Aquinas Parents’ Association Samuel Guerrieri ‘83 Canandaigua National Bank Fr. John Huber, CSB ‘81 Basilian Network for Education and the New Evangelization Dr. Megan Lasaponara ‘01 Unity Hospital John Majors ‘91 Brinshore Development, LLC Theodore Mancini ’88, P ‘26 Ex Officio, Principal, Aquinas Institute Sr. Mary Ann Mayer, SSJ Sisters of Saint Joseph Congregation Eugene Oberst, P ’01, ’03, ‘05, ’08, ‘11 Ex Officio, Faculty, Aquinas Institute Robert Porretti, CPA ‘64 EFPR Group LLP Theresa Conroy Ross, Esq. P ’09, ‘16 Harter Secrest & Emery LLP Raymond C. Shea ‘66 Retired Jacqueline M. Thomas, Esq. ‘85, P ’20, ‘22 Lacy Katzen LLP Sr. Monica Weis, SSJ Sisters of Saint Joseph Congregation Fr. Robert Werth ‘63 Diocese of Rochester, St. Francis Xavier Cabrini Parish 2020-2021 Board of Trustees James P. Brennan, CPA ‘88 Board Chair, Deloitte & Touche LLP Jay Wegman ‘96, P ’22, ’24, ‘26 Board Vice-Chair, Wegman Companies, Inc. MEMBERS: 2020-2021 Foundation Board Paul F. Roland ’77, P ’06, Chair President Owner, QCI Asset Management, Inc. Patrick O’Donnell ‘77 Vice President, Retail, Diebold Nixdorf Dr. Anthony Cook ‘99, Secretary President, Aquinas Institute Brian D. McDermott ‘75 Senior Vice President, Northern Trust Wealth Management Peter J. Noto, CFP® ‘81 Senior Vice President—Complex Manager, Wells Fargo Advisors Robert N. Porretti ‘64 Chairman, EFP Rotenberg LLP At June 30, 2019 At June 30, 2018 Cash & Current Assets $283,000 $235,000 Property & Equipment, net $8,801,000 $9,157,000 Investments & Other Assets $20,775,000 $20,836,000 Total Assets $29,859,000 $30,228,000 Debt $1,854,000 $1,632,000 Other Liabilities $729,000 $822,000 Net Assets $27,276,000 $27,774,000 Total Liabilities & Net Assets $29,859,000 $30,228,000 II. The Aquinas Institute of Rochester - School Income (amounts rounded to the nearest thousandth) June 30, 2019 56% 19% 10% 7% 5% 3% Tuition & Fees $5,095,000 Financial Aid from Foundation $1,694,000 Contributions $913,000 Annual Fundraising $603,000 Other Sources $239,000 New York State Mandated Services $469,000