Financial Highlights

St. John’s University’s financial condition continued to improve in fiscal 2005. In March 2005 the University completed a very successful $118.4 million bond offering. Approximately one half of the proceeds from the offering were used to retire higher interest debt. The balance of the proceeds will be used to fund current Facilities Master  Plan projects including the recently completed Taffner Field House and a $20 million commitment to the University’s Science Master Plan. Reflective of its emphasis on fiscal responsibility, St. John’s continued its uninterrupted history of operating surpluses. For fiscal 2005, operating revenues exceeded operating expenses by $14 million, the highest such amount in recent history. St. John’s commitment to provide an affordable, quality education to those most in need also continued. During fiscal 2005 the University awarded over $100 million in institutional financial aid.

The University’s financial position as of May 31, 2005, and its operating results for the year then ended are presented in the accompanying statements, which have been prepared by the University’s management in accordance with reporting and accounting standards established by the Financial Accounting Standards Board for not-for-profit organizations.

As presented in the accompanying balance sheets, total assets were $830.6 million at May 31, 2005, as compared to $742.6 million at May 31, 2004. The increase is due to an  increase of $46.6 million in funds held by bond trustees, an increase of $26.1 million, or 12 percent, in the value of the University’s investments portfolio and net additions to plant assets of $14.8 million.

Total assets and total net assets are presented in the accompanying chart.

The Statement of Activities presents the change in net assets for each of the University’s net asset categories, unrestricted, temporarily restricted and permanently restricted for the years ended May 31, 2005, and 2004. Total operating revenues increased $16.3 million, or 5 percent, to $331.1 million. Total operating expenses increased $15.6 million, or 5 percent, to $317.1 million. Operating revenues exceeded operating expenses by $14.0 million.

Non-operating activities include investment return in excess of the amount utilized in operations of $16.6 million and one-time charges of $9.0 million which, when combined with operating income, increased unrestricted net assets by $21.7 million, or 8 percent, to $280.6 million.

Temporarily restricted net assets decreased by $7.4 million, or 18 percent to $32.7 million, while permanently restricted net assets increased $4.6 million, or 10 percent, to $50.8 million.

Total net assets increased $18.9 million, or 5 percent, to $364.1 million.

The pie charts present the composition of total operating revenues and total operating expenses for fiscal year 2005.