2019-03-06T18:10:46-06:00 2018-06-30 390859910 BAKER TILLY VIRCHOW KRAUSE LLP 1650 MARKET STREET SUITE 4500 PHILADELPHIA PA 191037341 990 2017-07-01 520591694 MCDANIEL COLLEGE INC MCDA 4108572218 2 COLLEGE HILL WESTMINSTER MD 211574303 ROGER N CASEY PRESIDENT 4108572218 2019-02-26 1 JULIUS C GREEN CPA P00350393 2159720701 X 96.89.178.186 2019-02-26 06:48:43 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 F58787FA80410BAE38B710EAF9FCC5760AD3BCDF 2017 2019-02-21 02:37:17Z ROGER N CASEY 2 COLLEGE HILL WESTMINSTER MD 211574303 120083356 0 X WWW.MCDANIEL.EDU X 1867 MD STUDENTS ARE THE FOCUS AT MCDANIEL AND PROVIDING THE IDEAL LEARNING ENVIRONMENT IS OUR GOAL. 41 40 1735 41 833804 0 7886865 11558748 84505128 87152104 6410738 7484398 524197 485055 99326928 106680305 35942433 38828441 0 0 34467593 32060764 0 0 2100971 30587138 32965266 100997164 103854471 -1670236 2825834 209284297 217345854 62933160 60869942 146351137 156475912 X MCDANIEL COLLEGE IS A DIVERSE STUDENT-CENTERED COMMUNITY COMMITTED TO EXCELLENCE IN THE LIBERAL ARTS & SCIENCES AND PROFESSIONAL STUDIES. WITH CAREFUL MENTORING AND ATTENTION TO THE INDIVIDUAL, MCDANIEL CHANGES LIVES. WE CHALLENGE STUDENTS TO DEVELOP THEIR UNIQUE POTENTIAL WITH REASON, IMAGINATION, AND HUMAN CONCERN. THROUGH FLEXIBLE ACADEMIC PROGRAMS, COLLABORATIVE AND EXPERIENTIAL LEARNING, AND GLOBAL ENGAGEMENT, MCDANIEL PREPARES STUDENTS FOR SUCCESSFUL LIVES OF LEADERSHIP, SERVICE, AND SOCIAL RESPONSIBILITY. 0 0 76334994 31252805 64191281 UNDERGRADUATE PROGRAM OF STUDY: 1,481 FULL TIME STUDENT EQUIVALENCY. MCDANIEL COLLEGE HAS A LONG HISTORY AS A SMALL PRIVATE COLLEGE OF THE LIBERAL ARTS. MCDANIEL OFFERS COURSES OF STUDY IN MORE THAN 70 AREAS, INCLUDING PRE-PROFESSIONAL PROGRAMS, TEACHING CERTIFICATION, AND OFF-CAMPUS PROGRAMS. STUDENTS MAY PURSUE TRADITIONAL, DUAL, OR DOUBLE MAJORS, OR DESIGN THEIR OWN COURSE OF STUDY. THE AVERAGE CLASS SIZE IS 16.2 STUDENTS; THE STUDENT-FACULTY RATIO IS 11:1. MCDANIEL HAS 133 FULL-TIME FACULTY; 88.7 PERCENT HOLD TERMINAL DEGREES IN THEIR DISCIPLINES. ALL COURSES AND LABORATORIES ARE TAUGHT BY REGULAR FACULTY MEMBERS, NOT TEACHING ASSISTANTS. THE COLLEGE OFFERS COUNTLESS OPPORTUNITIES FOR OFF-CAMPUS STUDY BOTH WITHIN THE UNITED STATES AND OVERSEAS. AMONG THEM: STUDY IN BUDAPEST, HUNGARY THROUGH AN AGREEMENT WITH COLLEGE INTERNATIONAL WHICH FOLLOWS MCDANIEL'S CURRICULUM. MCDANIEL IS ACCREDITED BY THE COMMISSION ON HIGHER EDUCATION OF THE MIDDLE STATES ASSOCIATION OF COLLEGES AND SCHOOLS. 18174099 7440776 14462003 AUXILARY SERVICES: DINING HALL SERVICES FOR 1,124 STUDENTS AND RESIDENCE HALL SERVICES FOR 1,236 STUDENTS. RESIDENCE HALL - AT MCDANIEL FIRST, SECOND AND THIRD YEAR STUDENTS ALL LIVE ON CAMPUS. IN FACT, ALL STUDENTS ARE GUARANTEED HOUSING FOR ALL FOUR YEARS. EXCEPTIONS TO THE RESIDENCY REQUIREMENTS ARE MADE FOR THOSE WHO LIVE NEARBY WITH THEIR PARENTS, ARE MARRIED, OR ARE OVER AGE 24 OR PART TIME. YOU'LL FIND A RANGE OF OPTIONS, INCLUDING CLASSIC DORM STYLE ARRANGEMENTS AND APARTMENT SUITES, STAFFED BY FRIENDLY AND CAPABLE RESIDENT ASSISTANTS, WHO ARE SUPERVISED BY PROFESSIONAL STAFF. ALL RESIDENCES ARE WIRED FOR CABLE, TELEPHONE AND THE INTERNET. DINING HALL - AT MCDANIEL, STUDENTS HAVE A WIDE RANGE OF DINING CHOICES, CHOSEN FROM A VARIETY OF MEAL PLANS DESIGNED FOR DORM, APARTMENT, OR COMMUTER STUDENT LIVING. ALL DINING LOCATIONS ARE WITHIN WALKING DISTANCE AND OFFER EXTENSIVE HOURS. 3369777 134860 7675534 GRADUATE PROGRAM OF STUDY - FULL TIME STUDENT EQUIVALENCY 563.THE MISSION OF GRADUATE AND PROFESSIONAL STUDIES IS TO PREPARECULTURALLY COMPETENT PROFESSIONALS COMMITTED TO LEADERSHIP IN THEIR FIELD. STUDENTS ARE PLACED IN THE CENTER OF A COMMUNITY RICH IN THE LIBERAL ARTS TRADITION. AN EMPHASIS ON THE FOUNDATION OF KNOWLEDGE AND CRITICAL DECISION MAKING BASED ON CURRENT RESEARCH, THEORY AND PRACTICE ARE CENTRAL TO THE VARIOUS PROGRAMS. TWO GRADUATE DEGREES ARE GRANTED BY MCDANIEL COLLEGE: THE MASTER OF LIBERAL ARTS, AND THE MASTER OF SCIENCE. MCDANIEL COLLEGE IS ACCREDITED BY THE COMMISSION ON HIGHER EDUCATION OF THE MIDDLE STATES ASSOCIATION OF COLLEGES AND SCHOOLS. THE SCHOOL IS ALSO ACCREDITED BY THE AMERICAN CHEMICAL SOCIETY, COUNCIL ON SOCIAL WORK EDUCATION, NATIONAL COUNCIL FOR ACCREDITATION OF TEACHER EDUCATION AND THE MARYLAND STATE DEPARTMENT OF EDUCATION. MCDANIEL COLLEGE GRADUATE AND PROFESSIONAL STUDIES DOES MORE THAN PREPARE TEACHERS, ADMINISTRATORS, COUNSELORS, AND A HOST OF EDUCATIONAL SPECIALISTS. AT MCDANIEL, YOU WILL FIND PROFESSIONAL PROGRAMS IN EXERCISE SCIENCE, GERONTOLOGY, AND HUMAN RESOURCE MANAGEMENT. 97878870 1 1 0 1 0 0 0 0 0 1 1 1 0 0 1 1 0 1 1 0 1 0 1 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 1 X 213 0 1 1735 1 1 1 0 0 0 0 1 0 0 0 0 0 X 41 40 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MD X ARTHUR S WISNER DIR FINANCIAL SVCTREAS 4108572218 2 COLLEGE HILL WESTMINSTER MD 211574303 MARTIN KP HILL CHAIR 1.00 X X 0 0 0 KIMBERLY SMITH CHARETTE TRUSTEE 1.00 X 0 0 0 CHARLES BOCHLKE JR TRUSTEE 1.00 X 0 0 0 SAMUEL E HOPKINS TRUSTEE 1.00 X 0 0 0 CHITRACHEDU NAGANNA TRUSTEE 1.00 X 0 0 0 CHRISTOPHER C NEWMAN TRUSTEE 1.00 X 0 0 0 DOLORES J SNYDER TRUSTEE 1.00 X 0 0 0 DONALD M REMBERT TRUSTEE 1.00 X 0 0 0 J ELIZABETH GARRAWAY TRUSTEE 1.00 X 0 0 0 DARRELL T GUYTON TRUSTEE 1.00 X 0 0 0 JAMES FRANCIS TRUSTEE 1.00 X 0 0 0 JAMES H YATES TRUSTEE 1.00 X 0 0 0 JOE MENENDEZ TRUSTEE 1.00 X 0 0 0 JOYCE PAYNE YETTE TRUSTEE 1.00 X 0 0 0 JULIE LUCAS TRUSTEE 1.00 X 0 0 0 ERIC DEZENHALL TRUSTEE 1.00 X 0 0 0 CHARLES E MOORE JR TRUSTEE 1.00 X 0 0 0 JAMES E LIGHTNER TRUSTEE 1.00 X 0 0 0 CARROLL L YINGLING TRUSTEE 1.00 X 0 0 0 BRUCE H PRESTON TRUSTEE 1.00 X 0 0 0 CAROLYN L SCOTT TRUSTEE 1.00 X 0 0 0 RALPH O FRITH TRUSTEE 1.00 X 0 0 0 BARBARA SHELTON TRUSTEE 1.00 X 0 0 0 RICHARD W PALMER TRUSTEE 1.00 X 0 0 0 MARJORIE R KIMBLE TRUSTEE 1.00 X 0 0 0 PHILIP G ENSTICE TRUSTEE 1.00 X 0 0 0 CAROLYN P LANDIS TRUSTEE 1.00 X 0 0 0 WILLIAM J WESTERVELT JR TRUSTEE 1.00 X 0 0 0 SHARON F MANNING TRUSTEE 1.00 X 0 0 0 VICTOR MCTEER TRUSTEE 1.00 X 0 0 0 BARBARA A THOMAS TRUSTEE 1.00 X 0 0 0 ALEXANDER KOUNDOURAKIS TRUSTEE 1.00 X 0 0 0 ALBERT J MEZZANOTTE JR TRUSTEE 1.00 X 0 0 0 ROBERT SALOMON III TRUSTEE 1.00 X 0 0 0 WILLIAM BUTZ TRUSTEE 1.00 X 0 0 0 OTTO J GUENTHER TRUSTEE 1.00 X 0 0 0 STEVEN D KESLER TRUSTEE 1.00 X 0 0 0 MARY LYNN DURHAM VICE CHAIR 1.00 X X 0 0 0 STEPHEN R CHAPIN JR TRUSTEE 1.00 X 0 0 0 RANDALL M DAY TRUSTEE 1.00 X 0 0 0 KEITH E SWAIN TRUSTEE 1.00 X 0 0 0 KATHERINE HOLLABAUGH ASSISTANT SECRETARY 40.00 X 40549 0 5331 KIMBERLY A SEELEY ASSISTANT TREASURER 40.00 X 91670 0 23259 ROGER N CASEY PRESIDENT 40.00 X 406843 0 75090 GEOFFREY M PEARSON SECRETARY 40.00 X 59485 0 18763 ARTHUR S WISNER TREASURER/DIRECTOR, FINANCE 40.00 X 108933 0 28925 W THOMAS PHIZACKLEA VP ADMIN & FINANCE 40.00 X 221826 0 49864 JULIA JASKEN PROVOST 40.00 X 184468 0 46007 FLORENCE HINES VP ENROLLMENT MGMT 40.00 X 196720 0 48014 VICKY SHAFFER VP INSTITUTIONAL ADVANCEMENT 40.00 X 153183 0 32433 BETH GERL VP STUDENT AFFAIRS 40.00 X 169888 0 46176 THOMAS J ZIRPOLI CEO TARGET SERVICES 40.00 X 154191 0 31728 MICHAEL TYLER DEAN OF GRADUATE STUDIES 40.00 X 147795 0 33861 ROBERT CONRAD DIR. OF MAJOR & PLANNED GIFTS 40.00 X 132759 0 39123 GINA PIELLUSCH COMMUNICATIONS & MARKETING 40.00 X 127724 0 42928 LAWRENCE JUNKIN SPECIAL PHILANTHROPY 40.00 X 129758 0 30010 2325792 0 551512 19 0 1 0 ARAMARK 1101 MARKET STREET PHILADELPHIA PA 19107 PHYSICAL PLANT 4248511 CAMPUS WORKS INC 1767 LAKEWOOD RANCH BLVD 305 BRADDENTON FL 34211 IT SERVICES 2322498 MARSHALL CRAFT ASSOCIATES 2031 CLIPPER PARK RD STE 105 BALTIMORE MD 21211 ARCHITECTURAL SVCS. 800168 WHITEFORD TAYLOR & PRESTON 7 ST PAUL STREET SUITE 1400 BALTIMORE MD 21202 LEGAL SVCS. 358369 OLOGIE LLC 447 EAST MAIN STREET COLUMBUS OH 43215 ADVERTISING & MKTING 310613 9 27816 2792095 8738837 839165 11558748 TUITION & FEES - UNDERGRADUATE 611600 64191281 64191281 SALES/SVCS OF AUX. ENTERPRISES 721310 15285289 14497816 787473 TUITION & FEES - GRADUATE 611600 7675534 7675534 87152104 2733353 264 2733089 139404 62027 77377 77377 77377 18076729 13325684 4751045 4751045 4751045 8710 27816 15340 -6630 -6630 PARKING FINES/FEES 900099 193655 193655 GOLF COURSE 713910 43067 43067 THEATER 711110 6342 6342 171244 3000 168244 414308 106680305 86364631 833804 7923122 38772246 38772246 56195 56195 2063666 800811 1134515 128340 22296118 20804628 466481 1025009 1633845 1496124 38409 99312 4481332 3974431 229304 277597 1585803 1432339 57181 96283 230729 230729 305528 305528 97558 97558 11740 11740 1149998 1149998 9413335 9217860 95775 99700 1813218 1697982 115236 3026795 2924612 20821 81362 997092 977115 2304 17673 2407751 2405813 1938 434875 365997 14367 54511 288266 194099 18064 76103 1868446 1868446 6388494 6388494 433370 433370 SPONSORED PROGRAM 2119509 2119509 REPAIRS/MAINTENANCE 511640 508108 3532 INTERCOLLEGIATE ATHL. 466994 466994 DUES AND SUBSCRIPTIONS 344748 332736 10333 1679 655180 410232 216782 28166 103854471 97878870 3874630 2100971 12952 12074 12790156 9142181 1351189 1125563 1365189 1412837 2023726 2142120 368013 378044 614059 409881 170352929 105630350 63353775 64722579 96650143 105214772 24785551 26860934 5969544 5924869 209284297 217345854 7722509 7468710 1572645 1286542 45700991 45000867 1100000 1053159 6837015 6060664 62933160 60869942 X 44969452 44430515 39907994 45272256 61473691 66773141 146351137 156475912 209284297 217345854 X 2825834 7220089 78852 X 0 1 X 1 1 1 X 10131566 10241397 8959629 7847665 11558748 48739005 10131566 10241397 8959629 7847665 11558748 48739005 5456456 43282549 569955 1964581 1985383 2835311 2872400 10227630 338475 332188 327417 432955 376951 1807986 60774621 419448171 0.71220 0.72550 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: PARKING FINES/FEES - 2013 AMOUNT: $ 129,215. 2014 AMOUNT: $ 138,480. 2015 AMOUNT: $ 163,970. 2016 AMOUNT: $ 167,826. 2017 AMOUNT: $ 193,655. MISC INCOME - 2013 AMOUNT: $ 172,862. 2014 AMOUNT: $ 153,158. 2015 AMOUNT: $ 109,433. 2016 AMOUNT: $ 201,070. 2017 AMOUNT: $ 168,244. THEATER - 2013 AMOUNT: $ 8,372. 2015 AMOUNT: $ 6,748. 2016 AMOUNT: $ 6,917. 2017 AMOUNT: $ 6,342. NON-CHARITABLE FUNDRAISING RECEIPTS - 2013 AMOUNT: $ 28,026. 2014 AMOUNT: $ 40,550. 2015 AMOUNT: $ 47,266. 2016 AMOUNT: $ 57,142. 2017 AMOUNT: $ 8,710. 0 0 0 0 0 0 0 0 1 11740 11740 0 PART II-B, LINE 1: THE ORGANIZATION PAID MEMBERSHIP DUES OF $78,264 TO THE MARYLAND INDEPENDENT COLLEGES AND UNIVERSITIES ASSOCATION (MICUA), WHICH ENGAGES IN LOBBYING ACTIVITIES. MICUA SET ASIDE 15% OF THE DUES PAID TO ENGAGE IN NONDEDUCTIBLE LOBBYING AND POLITICAL EXPENDITURES. ACCORDINGLY, THE COLLEGE HAS REPORTED AN AMOUNT EQUAL TO 15% OF MEMBERSHIP DUES PAID ON LINE 11. 119910923 5072944 12950602 7034043 130900426 108639655 990542 15439028 5158302 119910923 114320517 3003528 -3958655 4725735 108639655 112725668 2380530 3507748 4293429 114320517 98944177 2590179 15063650 3872338 112725668 0.24380 0.48390 0.27230 0 0 2738048 2738048 142983621 89194332 53789289 8402142 6189911 2212231 13381298 8673500 4707798 2847820 1572607 1275213 64722579 INVESTMENT IN VENTURE LEADING & LEASING IV 102040 F COMMON FUND 594174 F CASH SURRENDER VALUE - LIFE INSURANCE 137980 F GOVERNMENT SECURITIES 3728741 F MILLENIUM INTERNATIONAL FUND 8638286 F AG SUPER FUND 3070230 F DORSEY TRUST LLC'S 2190000 F EMERALD CREEK 2999030 F NZC GUGGENHEIM 5400453 F 26860934 REFUNDABLE ADVANCE FROM THE U.S. GOVERNMENT 2151705 ACCUMULATED POST RETIREMENT BENEFIT OBLIGATION 3908959 6060664 X 74202112 7220089 -39775649 -32555560 106757672 -77367 -77367 106680305 64075399 199367 199367 63876032 39978439 39978439 103854471 PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT FUNDS ARE INTENDED TO HELP PROVIDE AFFORDABLE EDUCATION TO STUDENTS BY PROVIDING FUNDS FOR FINANCIAL AID AND SUPPORT FOR THE OPERATIONS OF THE COLLEGE. PART X, LINE 2: THE COLLEGE ACCOUNTS FOR UNCERTAINTIES IN INCOME TAXES IN ACCORDANCE WITH AUTHORITATIVE GUIDANCE, WHICH PRESCRIBES A RECOGNITION THRESHOLD OF MORE-LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD HAS BEEN MET. MANAGEMENT DETERMINED THERE WERE NO TAX UNCERTAINTIES THAT MET THE RECOGNITION THRESHOLD AT JUNE 30, 2018 AND 2017. THE COLLEGE'S TAX RETURNS REMAIN SUBJECT TO EXAMINATION FOR THE YEARS SUBSEQUENT TO JUNE 30, 2014. THE COLLEGE'S POLICY IS TO RECOGNIZE INTEREST RELATED TO UNRECOGNIZED TAX BENEFITS IN INTEREST EXPENSE AND PENALTIES IN OPERATING EXPENSES. PART XI, LINE 2D - OTHER ADJUSTMENTS: ADJUSTMENT FOR ACTUARIAL LIABILITY FOR ANNUITIES PAYABLE 202,790. INVESTMENT EXPENSES -1,149,998. FINANCIAL AID -38,828,441. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSES NETTED WITH REVENUES -15,340. RENTAL EXPENSES -62,027. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSES NETTED WITH REVENUES 15,340. RENTAL EXPENSES 62,027. UNCOLLECTIBLE PLEDGES 122,000. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 38,828,441. INVESTMENT EXPENSES 1,149,998. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE COLLEGE ADVERTISEMENTS COVER THE STATE OF MARYLAND, THE PRIMARY SEGMENT OF OUR GENERAL COMMUNITY. UNDER IRS PROCEDURES 75-50, EXCEPTION 4.03 - 2 (B), THE BALANCE OF OUR STUDENT BODY COMES FROM A LARGE GEOGRAPHICAL AREA. THEY ARE CONTACTED THROUGH VISITS TO HIGH SCHOOLS BY ADMISSIONS COUNSELORS WITH STUDENT PUBLICATIONS. ALL ADVERTISEMENTS, BROCHURES, AND OTHER PRINT MATERIALS STATE THE ORGANIZATION'S RACIAL NONDISCRIMINATORY POLICY. SCHEDULE E, PART I, LINE 6 MCDANIEL RECEIVES GRANTS AND SCHOLARSHIPS FOR FINANCIAL AID FROM THE FEDERAL GOVERNMENT AS WELL AS THE STATE OF MARYLAND. THE FUNDS THAT ARE RECEIVED ARE EARMARKED BY THE GOVERNMENT AGENCY FOR CERTAIN STUDENTS AND THE COLLEGE HAS NO DECISION MAKING POWER OVER THE FUNDS. 0 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 PROGRAM SERVICES INTERNATIONAL STUDY ABROAD 9455 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 PROGRAM SERVICES INTERNATIONAL STUDY ABROAD 129639 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, 0 0 PROGRAM SERVICES INTERNATIONAL STUDY ABROAD 35320 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, 0 0 PROGRAM SERVICES INTERNATIONAL STUDY ABROAD 23074 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTMENT 8638286 0 0 0 0 0 0 8835774 0 8835774 FINANCIAL AID EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIU 11 41483 0 FINANCIAL AID MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, 1 3956 0 FINANCIAL AID SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, 3 10756 0 1 0 1 0 1 0 PART I, LINE 3 MCDANIEL RECEIVED $244,790 IN REVENUE FROM THE PREPARATORY PROGRAM. COURSES WERE TAUGHT USING MCDANIEL CURRICULUM. SCHEDULE F, PART IV, LINES 1, 3, AND 5: THE ORGANIZATION HAD TRANSFERS TO AND AN INTEREST A FOREIGN CORPORATION FOR THE YEAR BUT ITS TRANSACTIONS AND HOLDINGS DID NOT EXCEED THRESHOLS FOR FILING. THE ORGANIZATION ALSO HAD INTERESTS IN FOREIGN PARTNERSHIPS AND DID NOT HAVE ANY TRANSFER OR TRANSACTIONS WHICH EXCEEDED THE THRESHOLD FOR FILING. GOLF TOURNAMENT 36526 27816 8710 3549 4510 6477 804 36526 27816 8710 3549 4510 6477 804 15340 -6630 1 SCHOLARSHIPS/FELLOWSHIPS 1492 38772246 PART I, LINE 2: A LIST OF SCHOLARSHIP RECIPIENTS IS ON FILE AT THE INSTITUTION AND IS AVAILABLE ON REQUEST. ALL RECIPIENTS ARE SELECTED ON AN EQUAL, OBJECTIVELY DETERMINABLE BASIS ACCORDING TO THE REQUIREMENTS FOR EACH SCHOLARSHIP AND/OR AID FOR WHICH THE RECIPIENT IS APPLYING. THAT IS, ALL STUDENTS RECEIVING SCHOLARSHIPS AND FELLOWSHIPS ARE JUDGED WORTHY BY THE INSTITUTION'S ASSESSMENT ON THE BASIS OF ACADEMIC ACHIEVEMENT, FINANCIAL NEED, AND OTHER SIMILAR STANDARDS. ALL SCHOLARSHIPS AND FINANCIAL AID HAVE ACADEMIC REQUIREMENTS WHICH THE RECIPIENTS NEED TO MAINTAIN TO CONTINUE RECEIVING AID. STUDENTS DO NOT RECEIVE CASH GRANTS. RATHER, ALL FINANCIAL AID IS TREATED AS A REDUCTION TO TUITION. X 1 0 X X X X 0 1 0 0 0 0 0 0 0 ROGER N CASEY PRESIDENT 406843 0 0 0 0 0 42000 0 33090 0 481933 0 0 0 W THOMAS PHIZACKLEA VP ADMIN & FINANCE 221826 0 0 0 0 0 22300 0 27564 0 271690 0 0 0 JULIA JASKEN PROVOST 184468 0 0 0 0 0 19200 0 26807 0 230475 0 0 0 FLORENCE HINES VP ENROLLMENT MGMT 196720 0 0 0 0 0 20200 0 27814 0 244734 0 0 0 VICKY SHAFFER VP INSTITUTIONAL ADVANCEMENT 153183 0 0 0 0 0 15186 0 17247 0 185616 0 0 0 BETH GERL VP STUDENT AFFAIRS 169888 0 0 0 0 0 16500 0 29676 0 216064 0 0 0 THOMAS J ZIRPOLI CEO TARGET SERVICES 154191 0 0 0 0 0 15415 0 16313 0 185919 0 0 0 MICHAEL TYLER DEAN OF GRADUATE STUDIES 147795 0 0 0 0 0 15000 0 18861 0 181656 0 0 0 ROBERT CONRAD DIR. OF MAJOR & PLANNED GIFTS 132759 0 0 0 0 0 13820 0 25303 0 171882 0 0 0 GINA PIELLUSCH COMMUNICATIONS & MARKETING 127724 0 0 0 0 0 13000 0 29928 0 170652 0 0 0 LAWRENCE JUNKIN SPECIAL PHILANTHROPY 129758 0 0 0 0 0 13000 0 17010 0 159768 0 0 0 PART I, LINE 1A THE COLLEGE'S PRESIDENT, ROGER CASEY, AND THE VP OF STUDENTS AFFAIRS, BETH GERL, ARE REQUIRED TO LIVE ON CAMPUS AS A CONDITION OF THEIR EMPLOYMENT. THE HOUSING IS PROVIDED FOR THE CONVENIENCE OF THE EMPLOYER AND THE LODGING IS FURNISHED ON THE COLLEGE'S CAMPUS. THE VALUE OF THESE HOUSING ALLOWANCES WAS $12,000. THESE AMOUNTS HAVE NOT BEEN INCLUDED IN THE EMPLOYEES' TAXABLE COMPENSATION. BOTH OF THE ABOVE-REFERENCED HOUSING ALLOWANCES ARE PART OF EACH EMPLOYEE'S EMPLOYMENT CONTRACT AND ARE THUS NOT SUBJECT TO SUBSTANTIATION REQUIREMENTS. PART I, LINE 4B THE PRESIDENT IS A PARTICIPANT IN A NON-QUALIFIED PLAN. THE ORGANIZATION CONTRIBUTED $18,000 TO THE PLAN DURING THE FISCAL YEAR. A CITY OF WESTMINSTER MD 526000811 960733BV4 2016-10-27 38410000 REFINANCE OR REFUND SERIES 2000 AND SERIES 2006 BONDS 0 0 0 A 43507194 357629 43149565 2016 1 0 1 1 A 0 0 1 1 0 0.01500 0.00000 0.01500 0 0 1 A 0 1 0 0 0 0 0 0 1 A 1 SCHEDULE K, PART I, COLUMN (E) AND PART II, LINE 3: THE PROCEEDS AS LISTED ON PART II, LINE 3, VARIES FROM THE FACE VALUE OF THE BOND ISSUE AS REPORTED ON PART I, COLUMN (E) DUE TO BOND PREMIUM. X 33 839165 NYSE 0 0 1 0 PART I, COLUMN (B): THE NUMBER LISTED IN COLUMN B FOR LINE 9 REPRESENTS THE NUMBER OF CONTRIBUTORS. FORM 990, PART V, LINE 7B: IT IS THE OPINION OF THE DEVELOPMENT OFFICE, WHICH IS RESPONSIBLE FOR THE ORGANIZATION AND EXECUTION OF THE ANNUAL GOLF TOURNAMENT, THAT THE TICKETS PURCHASED DO NOT INCLUDE A CHARITABLE COMPONENT. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS FIRST REVIEWED BY THE CFO AND PRESIDENT. ONCE THEY HAVE APPROVED THE FORM 990, IT IS POSTED TO THE BOARD OF DIRECTORS' PORTAL FOR REVIEW. THE FORM 990 IS PART OF THE FEBRUARY 23, 2019 BOARD MEETING AGENDA. THE FORM 990 IS ACCEPTED AT THIS MEETING PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C MCDANIEL COLLEGE HAS ALL TRUSTEES, KEY EMPLOYEES, AND OFFICERS COMPLETE AN ANNUAL DISCLOSURE STATEMENT FOR CONFLICTS OF INTEREST. TAXPAYER HAS 100% PARTICIPATION WITH THE COMPLETION OF THE STATEMENT. A LIST IS COMPILED, REVIEWED AND ON FILE WITH THE FINANCE AND PRESIDENT'S OFFICE. CONTRACTS AND VENDORS ARE PERIODICALLY REVIEWED AND BIDS ARE OBTAINED AND REVIEWED WITH CONFLICT OF INTEREST AWARENESS. ANY BOARD MEMBER WHO HAS A POSSIBLE CONFLICT OF INTEREST DOES NOT VOTE ON ANY MATTER RELATED TO THE POSSIBLE CONFLICT. THE MINUTES WILL REFLECT THAT A DISCLOSURE WAS MADE, THAT THE MEMBER WITH THE POSSIBLE CONFLICT ABSTAINED FROM VOTING, AND THAT THE MEMBER HAS NOT BEEN INCLUDED IN THE QUORUM. FAMILY AND BUSINESS RELATIONSHIPS ARE EXPRESSLY MENTIONED AS SOURCES OF POTENTIAL CONFLICTS IN THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE PRESIDENT (CEO) AND PRESIDENT'S COUNCIL (VPS/PROVOST) COMPENSATION PACKAGES ARE REVIEWED ANNUALLY BY AN EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD. A COMPARISON OF COMPENSATION IS MADE TO THE COLLEGE AND UNIVERSITY PERSONNEL ASSOCIATION'S (CUPA) ADMINISTRATIVE COMPENSATION SURVEY TO ENSURE THE PRESIDENT'S COMPENSATION PACKAGE IS WITHIN FAIR MARKET VALUE FOR THE INDUSTRY. PERFORMANCE EVALUATIONS ARE ALSO REVIEWED. A RECOMMENDATION IS MADE TO THE EXECUTIVE COMMITTEE OF THE BOARD FOR APPROVAL OF COMPENSATION PACKAGES. OTHER OFFICERS AND KEY EMPLOYEES ARE REVIEWED BY THE PRESIDENT'S COUNCIL AND COMPARISONS ARE MADE TO OTHER COLLEGES' COMPARABLE POSITIONS USING CUPA'S ANNUAL SURVEY DATA AND LOCAL MARKETS ARE SURVEYED PERIODICALLY. BOARD LEVEL DISCUSSIONS ON EXECUTIVE COMPENSATION ARE RECORDED IN BOARD MINUTES. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE BY REQUEST AT THE FOLLOWING OFFICES: FINANCIAL SERVICES, PRESIDENT'S, OR DEVELOPMENT. CONFLICT OF INTEREST STATEMENTS ARE AVAILABLE AT THE FINANCIAL SERVICES OFFICE BY REQUEST. FORM 990 IS AVAILABLE BY REQUEST TO THE FINANCIAL SERVICES OFFICE OR CAN BE OBTAINED ONLINE AT GUIDESTAR.ORG. FORM 990, PART XI, LINE 9: ADJUSTMENT OF ACTUARIAL LIABILITY ANNUITIES PAYABLE 202,790. UNCOLLECTIBLE PLEDGES -122,000. 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