Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
SACRED HEART UNIVERSITY INCORPORATED
 
Employer identification number

06-0776644
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .........
1b
Yes
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..
2
Yes
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ................
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
 
No
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
Yes
 
b
Any related organization?
5b
 
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization?
6a
Yes
 
b
Any related organization? .........................
6b
 
No
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
Yes
 
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
Yes
 
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
Yes
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2014
Page 2

Schedule J (Form 990) 2014
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation in column(B) reported as deferred in prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
1JOHN J PETILLOPRESIDENT (i)
(ii)		 354,003
.................
0 		191,403
.................
0 		30,456
.................
0 		28,730
.................
0 		7,663
.................
0 		612,255
.................
0 		0
.................
0
2MICHAEL J KINNEYSR. VICE PRESIDENT (i)
(ii)		 228,269
.................
0 		74,266
.................
0 		4,457
.................
0 		24,931
.................
0 		9,098
.................
0 		341,021
.................
0 		0
.................
0
3MICHAEL LAROBINA ESQGENERAL COUNSEL (i)
(ii)		 173,012
.................
0 		34,901
.................
0 		6,170
.................
0 		13,960
.................
0 		1,493
.................
0 		229,536
.................
0 		0
.................
0
4LAURA NIESEN DE ABRUNAPROVOST AND VICE PRESIDENT (i)
(ii)		 250,564
.................
0 		68,422
.................
0 		7,689
.................
0 		25,780
.................
0 		3,261
.................
0 		355,716
.................
0 		0
.................
0
5JAMES BARQUINEROSR. VICE PRESIDENT (i)
(ii)		 192,151
.................
0 		59,261
.................
0 		16,817
.................
0 		20,850
.................
0 		9,209
.................
0 		298,288
.................
0 		0
.................
0
6ROBERT M HARDYVICE PRESIDENT (i)
(ii)		 159,087
.................
0 		41,488
.................
0 		4,879
.................
0 		16,206
.................
0 		2,000
.................
0 		223,660
.................
0 		0
.................
0
7JOHN CHALYKOFFDEAN (i)
(ii)		 240,748
.................
0 		66,672
.................
0 		0
.................
0 		19,908
.................
0 		8,100
.................
0 		335,428
.................
0 		0
.................
0
8PATRICIA WALKERDEAN (i)
(ii)		 167,753
.................
0 		52,144
.................
0 		2,731
.................
0 		13,948
.................
0 		6,600
.................
0 		243,176
.................
0 		0
.................
0
9PHILIP MCCABEVICE PRESIDENT (i)
(ii)		 177,172
.................
0 		32,589
.................
0 		1,972
.................
0 		14,184
.................
0 		127
.................
0 		226,044
.................
0 		0
.................
0
10MIKE TRIMBLEVICE PRESIDENT (i)
(ii)		 169,483
.................
0 		36,135
.................
0 		2,292
.................
0 		13,559
.................
0 		0
.................
0 		221,469
.................
0 		0
.................
0
11ROBERT J VALENTINEEXECUTIVE DIRECTOR OF ATHLETICS (i)
(ii)		 228,010
.................
0 		53,031
.................
0 		4,190
.................
0 		9,181
.................
0 		0
.................
0 		294,412
.................
0 		0
.................
0
12THOMAS FORGETFORMER VICE PRESIDENT/ASSOC. PROF (i)
(ii)		 129,354
.................
0 		0
.................
0 		1,041
.................
0 		10,872
.................
0 		6,546
.................
0 		147,813
.................
0 		0
.................
0
Schedule J (Form 990) 2014
Page 3

Schedule J (Form 990) 2014
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II.
Also complete this part for any additional information.
Return Reference Explanation
PART I, LINE 1A THE UNIVERSITY FUNDS A PARTIAL SOCIAL CLUB MEMBERSHIP IN THE NAME OF AN OFFICER. THE MEMBERSHIP IS USED FOR UNIVERSITY EVENTS AND THE ENTERTAINMENT OF PROSPECTIVE DONORS AND CONTRIBUTORS.
PART I, LINE 3 COMPENSATION FOR THE UNIVERSITY'S PRESIDENT/CEO IS DETERMINED THROUGH AN EXTENSIVE REVIEW OF THE JOB RESPONSIBILITIES AND EXPECTATIONS OUTLINED BY THE BOARD. THE COMPENSATION COMMITTEE THEN PERFORMS A REVIEW OF EXTERNAL MARKET AND INDUSTRY SURVEY AND STUDY DATA. CONSIDERATION OF ALL ADDITIONAL RESPONSIBILITIES ARE DETAILED OUT IN SPECIFIC LANGUAGE IN AN EMPLOYMENT CONTRACT APPROVED BY OUR LEGAL COUNSEL. FINAL SALARY RANGES ARE THEN DETERMINED BY THE COMPENSATION COMMITTEE. COMPENSATION IS DETERMINED BY THE EVALUATION OF THE JOB DESCRIPTION AGAINST EXTERNAL MARKET DATA AVAILABLE AS WELL AS THE REVIEW OF OUR INTERNAL EMPLOYEE DATA. CONSIDERATION OF ADDITIONAL RESPONSIBILITIES AND OTHER FACTORS MAY ALSO CONTRIBUTE IN DETERMINING COMPENSATION. THE DELIBERATION AND DECISION ARE CONTEMPORANEOUSLY DOCUMENTED.
PART I, LINE 5 BONUSES ARE PAID TO SENIOR STAFF MEMBERS BASED IN PART ON ACHIEVING BUDGETED REVENUE GOALS.
PART I, LINE 6 BONUSES ARE PAID TO SENIOR STAFF MEMBERS BASED IN PART ON ACHIEVING THE TRANSFER TO THE TRUSTEE RESERVES. SENIOR STAFF MEMBERS HAVE PERFORMANCE MEASURES FOR MANAGING THE UNIVERSITY TO MAINTAIN A BALANCED BUDGET.
PART I, LINE 7 THERE ARE QUANTITATIVE MEASURES THAT ARE APPLIED IN DETERMINING BONUSES TO SENIOR STAFF MEMBERS. THE PRESIDENT AND THE BOARD HAVE DISCRETION TO ADJUST THE PAYMENTS FOR UNUSUAL CIRCUMSTANCES. IN ALL CASES, THESE PAYMENTS ARE REVIEWED WITH AND APPROVED BY THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES.
PART I, LINE 8 THE FOLLOWING INDIVIDUALS LISTED ON FORM 990, PART VII RECEIVED COMPENSATION THAT WAS PAID PURSUANT TO AN INITIAL CONTRACT WITH THE UNIVERSITY: - LAURA NIESEN DE ABRUNA, PROVOST AND VICE PRESIDENT - MICHAEL LAROBINA, GENERAL COUNSEL PART I, LINE 9: COMPENSATION FOR THE UNIVERSITY'S OTHER OFFICERS AND KEY EMPLOYEES IS ORIGINALLY DETERMINED BASED ON EXTERNAL MARKET AND INDUSTRY SURVEY AS WELL AS THE REVIEW OF OUR INTERNAL EMPLOYEE DATA. ANY ADDITIONAL RESPONSIBILITIES ARE ALSO CONSIDERED. THE DATA IS REVIEWED BY A COMMITTEE AUTHORIZED BY THE BOARD OF TRUSTEES. DECISIONS AND AUTHORIZATIONS ARE DOCUMENTED AND PLACED ON FILE WITH THE VICE PRESIDENT OF HUMAN RESOURCES.
Schedule J (Form 990) 2014

Additional Data


Software ID:  
Software Version: