2018-04-13T12:08:34-05:00 2017-05-31 KPMG LLP 515 BROADWAY ALBANY NY 12207 990 2016-06-01 150545841 LE MOYNE COLLEGE % ROGER W STACKPOOLE LEMO 3154454174 1419 SALT SPRINGS ROAD SYRACUSE NY 13214 ROGER STACKPOOLE SVP FINANCE, ADMIN, & ENROLL MGMT 3154454174 2018-04-10 true PHILLIP GROFF P01247783 2672561756 2018-04-04 167.68.102.5 06014420181035000004 2018-04-13 P 1B54FAE047A50ABC11E58D5D41D1EB26AEFC77A9 7B5190DACD7950FB62E11B317DAE60956DD6A6E7 2016 2021-01-29 14:40:06Z LINDA LEMURA PRESIDENT 1419 SALT SPRINGS ROAD SYRACUSE NY 13214 159027826 false X www.lemoyne.edu X 1946 NY SEE SCHEDULE O. 38 37 1691 3808 5027 -32154 11949274 8093547 110580329 117363596 3469270 3408116 1253756 1228436 127252629 130093695 41385630 44423228 0 0 47063970 49632411 17100 0 2330196 33504143 34710256 121970843 128765895 5281786 1327800 310731364 332540236 95991849 100038368 214739515 232501868 X SEE SCHEDULE O. false false 71069890 44423228 99096968 SEE SCHEDULE O 8162763 0 0 SEE SCHEDULE O 31770712 0 19560526 SEE SCHEDULE O 111003365 true true false true false false false true false true true true false false true true true false true false true false true false true false false false true true true false false false false false false false false true true true true false false false true true false false false true 16088 0 true 1691 true true true false false false false true true false false false false X 38 37 false false false false false false false true true false false true true true true true true true true false NY X ROGER W STACKPOOLE 3154454170 1419 SALT SPRINGS ROAD Syracuse NY 132141301 ALLISON EHRHART ALLYN TRUSTEE, BEG 7/1/16 1.0 0.0 X 0 0 0 REV CHIFFORD H AUTH JR TRUSTEE, UNTIL 6/1/16 1.0 0.0 X 0 0 0 WILLIAM J BARRETT TRUSTEE 1.0 0.0 X 0 0 0 THOMAS G BERKERY TRUSTEE 1.0 0.0 X 0 0 0 ANGELA BERNAT TRUSTEE 1.0 0.0 X 0 0 0 DR JOHN T BOORMAN TRUSTEE 1.0 0.0 X 0 0 0 DANIEL J BROWN TRUSTEE 1.0 0.0 X 0 0 0 REV JOHN P BUCKI SJ TRUSTEE 1.0 0.0 X 0 0 0 REV CHARLES L CURRIE SJ TRUSTEE 1.0 0.0 X 0 0 0 CHRISTOPHER B CURTIS TRUSTEE 1.0 0.0 X 0 0 0 PETER J DILAURA TRUSTEE/SECRETARY 1.0 0.0 X 0 0 0 MICHAEL DINGS TRUSTEE, BEG 7/1/16 1.0 0.0 X 0 0 0 NOREEN R FALCONE TRUSTEE 1.0 0.0 X 0 0 0 DENA C FEENEY TRUSTEE 1.0 0.0 X 0 0 0 REV PETER FOLAN SJ TRUSTEE 1.0 0.0 X 0 0 0 JAMES S FRALICK TRUSTEE 1.0 0.0 X 0 0 0 JUDY P FORDIGH TRUSTEE 1.0 0.0 X 0 0 0 HENRY W FUST TRUSTEE 1.0 0.0 X 0 0 0 STEPHAN T HELMER TRUSTEE, UNTIL 6/30/16 1.0 0.0 X 0 0 0 REV FRANCIS G HILTON SJ TRUSTEE, UNTIL 6/30/16 1.0 0.0 X 0 0 0 MICHAEL J HOLLAND TRUSTEE, UNTIL 6/30/16 1.0 0.0 X 0 0 0 KATHLEEN F KEENAN TRUSTEE 1.0 0.0 X 0 0 0 SHARON A KINSMAN SALMON TRUSTEE/CHAIR 1.0 0.0 X 0 0 0 WRIGHT LASSITER III TRUSTEE 1.0 0.0 X 0 0 0 JOHN T LILLIS TRUSTEE 1.0 0.0 X 0 0 0 COLLEEN MANFRED TRUSTEE 1.0 0.0 X 0 0 0 DANIEL F MCNEIL TRUSTEE, BEG 7/1/16 1.0 0.0 X 0 0 0 Dr JOSEPH G MARINA SJ TRUST. UNTIL 6/30 PROV BEG 9/1 35.0 0.0 X X 76974 0 16903 KURT OHLIGER JR TRUSTEE 1.0 0.0 X 0 0 0 MSGR NEAL E QUARTIER TRUSTEE, BEG 7/1/16 1.0 0.0 X 0 0 0 ROBERT E REISER SJ TRUSTEE, BEG 7/1/16 1.0 0.0 X 0 0 0 ROBERT F REKLAITIS TRUSTEE/VICE CHAIR 1.0 0.0 X 0 0 0 LYNDA RUBINO TRUSTEE 1.0 0.0 X 0 0 0 BARBARA SCANLON JESSUP TRUSTEE 1.0 0.0 X 0 0 0 RICHARD J SHAW TRUSTEE, BEG 7/1/16 1.0 0.0 X 0 0 0 MICHAEL J SICILIAN TRUSTEE 1.0 0.0 X 0 0 0 VINCENT F SPINA TRUSTEE 1.0 0.0 X 0 0 0 ROBERT M TURNER TRUSTEE/CHAIR 1.0 0.0 X 0 0 0 MARY ANN TYSZKO TRUSTEE 1.0 0.0 X 0 0 0 FREDERICK M VALERINO SR TRUSTEE 1.0 0.0 X 0 0 0 JEFFREY VUKELIC TRUSTEE, BEG 7/1/16 1.0 0.0 X 0 0 0 THOMAS M WYNNE TRUSTEE 1.0 0.0 X 0 0 0 LINDA LEMURA PHD PRESIDENT/TRUSTEE 35.0 0.0 X X 421696 0 15896 ROGER W STACKPOOLE SVP FIN, ENROLL, ADMIN & TREAS 35.0 0.0 X 364272 0 44384 THOMAS P BROCKELMAN PROVOST, UNTIL 8/31/16 35.0 0.0 X 122577 0 12749 KATE COSTELLO-SULLIVAN DEAN OF ARTS AND SCIENCES 35.0 0.0 X 152133 0 17714 MARTHA GRABOWSKI PHD PROFESSOR 35.0 0.0 X 175367 0 43281 WILLIAM BROWER III VP OF INST. ADVANCEMENT 35.0 0.0 X 225770 0 46842 DEBORAH M CADY MELZER VP OF STUDENT LIFE 35.0 0.0 X 153666 0 38634 JAMES E JOSEPH DEAN OF MADDEN SCHOOL OF BUS 35.0 0.0 X 193368 0 40645 1885823 0 277048 56 false true false SODEXO LE MOYNE COLLEGE SYRACUSE NY 13214 CAMPUS DINING 1899320 ABM JANITORIAL SVSC NEAST INC PO BOX 1534 NEW YORK NY 10008 JANITORIAL SERVICES 1414898 ROYALL 1920 EAST PARHAM ROAD RICHMOND VA 23228 MARKETING SERVICES 784938 AUDIO VIDEO 213 BROADWAY ALBANY NY 122042770 IT SERVICES 685012 TERACAI PO BOX 5211 BINGHAMTON NY 139025211 IT SERVICES 645799 43 516821 2493411 5083315 685035 8093547 TUITION & FEES 611310 97623897 97623897 INTERCOLL. ATHLETICS 611310 233172 233172 ROOM & BOARD 611310 19305689 19305689 CATERING SERVICE 611310 30269 30269 BOOKSTORE 611310 170569 170569 117363596 1464083 -3740 1467823 0 0 0 0 0 30577606 14098 28647671 1929935 14098 1944033 1944033 212231 516821 286460 -74229 -74229 0 0 0 0 0 0 FEES AND ADMISSIONS 900099 462501 462501 CONFERENCES 900099 158662 158662 INDIRECT COST RECOVERY 900099 111383 111383 570119 561352 8767 1302665 130093695 118657494 5027 3337627 0 43585026 43585026 838202 838202 0 864454 150641 713813 134261 134261 36681145 30148366 5314029 1218750 2613247 2027919 484547 100781 6863584 5360660 1273375 229549 2475720 1923315 457292 95113 0 135350 135350 156905 156905 60342 60342 0 167231 167231 0 111785 111785 1338858 1052783 232899 53176 1318393 1301293 17100 0 0 3658242 3060021 403985 194236 0 0 3275299 3137315 125216 12768 0 8016061 7760252 228453 27356 464730 203571 261159 ROOM & BOARD 4213919 4213919 UTILITIES 1629267 808252 821015 FACILITIES MAINTENANCE 2296726 1474561 822165 CUSTODIAL SERVICES 1302508 729259 573249 6564640 4283257 1960358 321025 128765895 111003365 15432334 2330196 21918973 26311529 0 0 1161174 1062084 4894827 5400863 0 0 0 0 2979922 3118549 0 0 0 0 196670818 90316183 108235210 106354635 151401225 145902118 7541333 33978897 0 0 0 0 12598700 10411561 310731364 332540236 2411227 2757460 0 0 0 0 72785171 72101577 0 0 0 0 0 0 0 0 20795451 25179331 95991849 100038368 X 78073074 83627082 52085031 63083600 84581410 85791186 214739515 232501868 310731364 332540236 X 1327800 17068422 -633869 X false true X true true true X 10153699 8661636 10120680 11949274 8093547 48978836 0 0 10153699 8661636 10120680 11949274 8093547 48978836 5728084 43250752 1579940 1289281 860989 1427102 1467823 6625135 0 882122 858136 950565 1288015 1293898 5272736 60876707 528106181 0.71047 0.72348 X SCHEDULE A, PART II, LINE 10 Other income includes revenues from fees & admissions, conferences, indirect cost recovery, vending & telephone charges & other miscellaneous sources. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false true 60342 false false 60342 false Schedule C, PArt II-B, question 1g THE COLLEGE HIRES A LOBBYING FIRM TO OBTAIN FUNDING FOR THE COLLEGE THROUGH THE FEDERAL APPROPRIATIONS PROCESS. 96468 X X false 158137631 8708346 21329403 7865258 1244769 179065353 163263270 7328913 -4448794 6718156 1287602 158137631 144832607 16289544 9087035 5740721 1205195 163263270 131308132 2228372 17929472 5597250 1036119 144832607 114717089 1351936 21571554 5367648 964799 131308132 0.21340 0.47910 0.30750 false false 0 1456980 1456980 0 146265231 59152326 87112905 36420704 26777314 9643390 12527903 4386543 8141360 106354635 PRIVATE EQUITY - ALTERNATIVE 8763775 F FLEXIBLE CAPITAL - ALTERNATIVE 25215122 F 33978897 0 ACCRUED LIABILITIES 8226610 DEPOSITS & ADVANCES RECEIVED 6318885 ANNUITY AND TRUST OBLIGATIONS 433860 REFUNDABLE GOVERNMENT LOANS 2729869 POST RETIREMENT CARE 5173894 ASSET RETIREMENT OBLIGATIONS 2296213 25179331 X 147303853 17068422 56654 17125076 130178777 167231 -252313 -85082 130093695 129541498 56654 886180 942834 128598664 167231 167231 128765895 Schedule D, Part III, Line 4 The College owns a collection of rare historical books dating back to the Civil War period and a set of doors of African origin. As part of the Colleges Exempt purpose, these items are made accessible for study by the students, faculty and staff. SCHEDULE D, PART V, LINE 4 The intended uses of the Colleges endowment funds are to provide merit and need-based institutional financial aid to students, support academic programs, used to support plant and other educational purposes in accordance with the donors intentions for the use of the funds. SCHEDULE D, PART X, LINE 2 The College generally does not provide for income taxes since it is a tax-exempt organization under Section 501(c)(3) of the Internal Revenue Code. The College recognizes the benefit and establishes an accrual for an uncertain tax position only when the position is more likely than not to be sustained in the event of examination by tax authorities. In evaluating whether a tax position has met the recognition threshold, the College must presume that the position will be examined by the appropriate taxing authority that has full knowledge of all relevant information. Tax positions deemed to meet the more-likely-than-not threshold are recorded as a tax expense in the current year. The College has analyzed all open tax years, as defined by the statues of limitations, for all major jurisdictions. The open tax years include the tax years ended May 31, 2013 through May 31, 2017. The College has no examination in progress. The College believes it has no significant uncertain tax positions. SCHEDULE D, PART XI, LINE 4B Direct expenses related to fundraising activities -$286,460 CHANGE IN PLEDGE $ 34,147 ---------- TOTAL -$252,313 SCHEDULE D, PART XII, LINE 2D Direct expenses related to fundraising activities $ 286,460 Change in value of FIN 47 liability $ 291,951 Change in fair value of interest rate swap -$ 291,152 PRIOR YEAR Grant Refund -$ 1,660 Change in value of SFAS 158 postretirement care liability $ 600,581 ------------- TOTAL $ 886,180 true true true true true true true false false false false false false false false true false true SCHEDULE E, PART I, LINE 3 LE MOYNE COLLEGE SUBSCRIBES FULLY TO ALL APPLICABLE FEDERAL AID AND STATE LEGISLATION AND REGULATIONS REGARDING DISCRIMINATION (INCLUDING THE CIVIL RIGHTS ACT OF 1964; TITLE IX OF THE EDUCATIONAL AMENDMENTS OF 1972 (TITLE IX); SECTION 504 OF THE REHABILITATION ACT OF 1973 (SECTION 504); THE AMERICANS WITH WORK DISABILITIES ACT (ADA); THE AGE DISCRIMINATION IN EMPLOYMENT ACT; THE AGE DISCRIMINATION ACT; AND THE NEW YORK STATE HUMAN RIGHTS LAW). THE COLLEGE DOES NOT DISCRIMINATE AGAINST STUDENTS, FACULTY, STAFF OR OTHER BENEFICIARIES ON THE BASIS OF RACE, COLOR, GENDER, CREED, AGE, DISABILITY, MARITAL STATUS, SEXUAL ORIENTATION, VETERAN STAUS, OR NATIONAL OR ETHNIC ORGIN IN ADMISSION TO, OR ACCESS TO, OR TREATMENT OR EMPLOYMENT IN ITS PROGRAMS AND ACTIVITIES. LE MOYNE COLLEGE IS AN AFFIRMATIVE ACTION/EQUAL OPPORTUNITY EMPLOYER. SUCH POLICY IS CONTAINED IN THE COLLEGE CATALOG AND IS MADE AVAILABLE TO THE STUDENTS AND GENERAL PUBLIC. SCHEDULE E, PART I, LINE 6A LE MOYNE COLLEGE RECEIVES FEDERAL FINANCIAL AID UNDER THE PELL GRANT, SEOG AND COLLEGE WORK STUDY PROGRAMS, AS WELL AS THE ACADEMIC COMPETITIVENESS GRANT. PELL GRANTS ARE AWARDED BY THE FEDERAL AGENCY DIRECT TO EACH STUDENT. SEOG, COLLEGE WORK STUDY AND ACADEMIC COMPETITIVENESS GRANTS ARE AWARDED BY THE INSTITUTION BASED ON NEED AS DEFINED BY THE APPROPRIATE AGENCY. true East Asia and the Pacific Program Services TUITION ASSISTANCE 123630 Europe (Including Iceland and Greenland) Program Services TUITION ASSISTANCE 510842 Central America and the Caribbean Program Services TUITION ASSISTANCE 50040 South Asia Program Services TUITION ASSISTANCE 37000 North America Program Services TUITION ASSISTANCE 84650 Sub-Saharan Africa Program Services TUITION ASSISTANCE 32040 Central America and the Caribbean Investments 27007466 Middle East and North Africa Program Services STUDY ABROAD 14066 Europe (Including Iceland and Greenland) Program Services STUDY ABROAD 91010 Central America and the Caribbean Program Services STUDY ABROAD 21762 South Asia Program Services STUDY ABROAD 600 South America Program Services PRIZE 1400 Europe (Including Iceland and Greenland) Program Services LIBRARY DATABASE 14361 East Asia and the Pacific Program Services CONFERENCE 8050 Europe (Including Iceland and Greenland) Program Services CONFERENCE 500 27997417 27997417 ST FIN AID STUDY ABROAD East Asia and the Pacific 5 123630 ACCT CRDT ST FIN AID STUDY ABROAD Europe (Including Iceland and Greenland) 17 510842 ACCT CRDT ST FIN AID STUDY ABROAD Central America and the Caribbean 3 50040 ACCT CRDT ST FIN AID STUDY ABROAD South Asia 1 37000 ACCT CRDT ST FIN AID STUDY ABROAD North America 3 84650 ACCT CRDT ST FIN AID STUDY ABROAD Sub-Saharan Africa 2 32040 ACCT CRDT true false true true true true SCHEDULE F, PART 1, LINE 2 Procedures for monitoring the use of grant funds to individuals outside the United States: Grants and assistance in furtherance of the institutions exempt programs are made to foreign students in college programs in accordance with established college procedures or are subject to conditions established by the institutions governing board designed to ensure that individuals receiving grants are adequately investigated to ensure that they are qualifying recipients. Such awards are made only to the extent of the cost of education. Further, recipients are judged worthy by the institutions assessment on the basis of academic achievement, financial need, and other similar standards. The scholarships and grants are credited directly to the students' account and the students do not have direct access to the funds for any other use. HARVEST FRC INC CONSULTANT true FOUNDERS DAY 325400 243640 81760 70461 48746 25108 LE MOYNE IN NY 238971 197000 41971 4803 60377 8848 2 164681 76181 88500 600 22217 11643 10660 22997 729052 516821 212231 600 22217 11643 85924 109123 56953 286460 -74229 true Scholarships/grants applied to tuition and fees 3372 43585026 SCHEDULE I, PART 1, LINE 2 GRANTS AND ASSISTANCE IN FURTHERANCE OF THE INSTITUTION'S EXEMPT PROGRAMS ARE MADE TO DOMESTIC STUDENTS IN COLLEGE PROGRAMS IN ACCORDANCE WITH ESTABLISHED COLLEGE PROCEDURES OR ARE SUBJECT TO CONDITIONS ESTABLISHED BY THE INSTITUTION'S GOVERNING BOARD DESIGNED TO ENSURE THAT INDIVIDUALS RECEIVING GRANTS ARE ADEQUATELY INVESTIGATED TO ENSURE THAT THEY ARE QUALIFYING RECIPIENTS. SUCH AWARDS ARE MADE ONLY TO THE EXTENT OF THE COST OF EDUCATION FURTHER, RECIPIENTS ARE JUDGED WORTHY BY THE INSTITUTION'S ASSESSMENT ON THE BASIS OF ACADEMIC ACHIEVEMENT, FINANCIAL NEED, AND OTHER SIMILAR STANDARDS. The scholarships and grants are credited directly to the students' account and the students do not have direct access to the funds for any other use. X X true true X X X X X false true false false false false false false false LINDA LEMURA PHD PRESIDENT/TRUSTEE 379696 42000 0 15896 437592 0 ROGER W STACKPOOLE SVP FIN, ENROLL, ADMIN & TREAS 219300 144972 21347 23037 408656 0 KATE COSTELLO-SULLIVAN DEAN OF ARTS AND SCIENCES 152133 14066 3648 169847 0 MARTHA GRABOWSKI PHD PROFESSOR 175367 17232 26049 218648 0 WILLIAM BROWER III VP OF INST. ADVANCEMENT 190970 20000 14800 18998 27844 272612 0 DEBORAH M CADY MELZER VP OF STUDENT LIFE 148866 4800 14061 24573 192300 0 JAMES E JOSEPH DEAN OF MADDEN SCHOOL OF BUS 193368 16609 24036 234013 0 SCHEDULE J, PART I, LINE 1A THE SVP OF FINANCE, ADMINISTRATION, AND ENROLLMENT RECEIVED A $30,000 GROSS-UP PAYMENT. THIS AMOUNT WAS REPORTED AS TAXABLE INCOME ON HIS W-2. SCHEDULE J, PART I, LINE 1B THE PRESIDENT OF THE COLLEGE RECEIVED A HOUSING ALLOWANCE THROUGH HER EMPLOYMENT CONTRACT. THESE BENEFITS ARE ADMINISTERED THROUGH PAYROLL AS TAXABLE FRINGE AND CASH PAYMENT AND WAS INCLUDED IN HER W-2S. THE BOARD OF TRUSTEES OF THE COLLEGE APPROVED THE NATURE AND AMOUNT OF THE HOUSING ALLOWANCE. SCHEDULE J, PART I, LINE 4B 457 DEFERRED COMPENSATION PLAN EMPLOYER CONTRIBUTION PRESIDENT OF $18,000. 457 DEFERRED COMPENSATION PLAN EMPLOYER CONTRIBUTION VP OF INSTITUTIONAL ADVANCEMENT OF $10,000. A DORMITORY OF THE STATE OF NY SERIES 2009 146000293 6399037P0 2009-01-22 19470000 RENOVATION/REFIN. 2001 SERIES false false false B ONONDAGA CIVIC DEVELOPMENT CORP SERIES 2010 800458240 682832AJ9 2010-07-15 25069329 CAMPUS-WIDE RENOVATION false false false C ONONDAGA CIVIC DEVELOPMENT CORP SERIES 2012 800458240 682832BW9 2012-10-30 18765856 RENOVATION/REFIN. 1994 SERIES false false false D ONONDAGA CIVIC DEVELOPMENT CORP SERIES 2015 800458240 682832DB3 2015-07-30 15989899 CAMPUS WIDE RENOVATION false false false A 4715000 0 19470000 0 0 0 377450 188590 0 12220888 6683072 0 2011 true false true true B 0 0 25069329 2335626 0 0 418344 0 0 22315625 0 0 2012 false false true true C 165000 0 18765856 0 0 0 305059 0 0 16121179 2339617 0 2014 true false true true D 0 0 15989899 0 0 0 319798 0 0 10112084 0 5558017 false false false true A false false true true false 0 false false false true B false false false false 0 false false false true C false false true true false 0 false false false true D false false false false 0 false false false true A false false false true true true TD BANK 10. false false false 0 false true B false false false true false false 0 false 0 false true C false false false true false false 0 false 0 false true D false false false true false false 0 0 false true A true B true C true D true SCHEDULE K, PART I, COLUMN (F) THE 2009 BOND SERIES WERE USED: 1) TO FINANCE CAMPUS-WIDE RENOVATIONS TO VARIOUS BUILDINGS AND OTHER RELATED CAPITAL IMPROVEMENTS, 2) REFUND IN FULL THE OUTSTANDING PRINCIPAL AMOUNT OF THE ONODAGA COUNTY INDUSTRIAL DEVELOPMENT AGENCY CIVIC FACILITY REVENUE BONDS (LE MOYNE COLLEGE PROJECT) SERIES 2001A ISSUED ON DECEMBER 18, 2001 (THE 2001 BONDS), AND 3) PAY THE COSTS OF ISSUANCE OF THE 2009 BOND SERIES. THE 2010 BOND SERIES WERE PRIMARILY USED TO FUND THE EXPANSION AND RENOVATION OF THE SCIENCE FACILITY. THE 2012 BOND SERIES WERE PRIMARILY USED FOR RENOVATIONS OF THE EXISTING SCIENCE CENTER AND THE NEW MADDEN SCHOOL OF BUSINESS. A PORTION OF THE PROCEEDS WERE USED TO REFUND THE OUTSTANDING PRINCIPAL OF THE 1994 BOND SERIES. THE 2015 BOND SERIES WERE PRIMARILY USED FOR RENOVATIONS OF THE EXISTING SCIENCE CENTER WITH REMAINING FUNDS TO BE USED FOR VARIOUS RENOVATIONS AROUND THE COLLEGE. SCHEDULE K, PART III, LINE 3A 2009 BOND SERIES AND 2012 BOND SERIES All management and service contracts in bond financed space qualify under a private business use safe harbor or exception, therefore no contracts result in private business use. SCHEDULE K, PART VI, LINE 2C THE DATES OF THE REBATE CALCULATIONS FOR THE BOND SERIES ARE AS FOLLOW: DASNY 2009 SERIES - MAY 31, 2017 ONONDAGA 2010 SERIES - MAY, 31 2017 ONONDAGA 2012 SERIES - MAY, 31 2016 ONONDAGA 2015 SERIES - MAY, 31 2017 LAWRENCE TANNER PHD FAMILY MEMBER OF TRUSTEE 134261 COMPENSATION false SUBSTANTIAL CONTRIBUTOR SUBSTANTIAL CONTRIBUTOR 1916893 PAYMENTS FOR SERVICES false X 1747 FMV X 33822 FMV X 54 625081 FMV X 4 2253 FMV X 1 5434 FMV X TRAVEL EXPENSES 4 4584 FMV X EVENT 12 12114 FMV false true false SCHEDULE M, PART I, COLUMN B THE COLLEGE IS REPORTING IN PART I, COLUMN B THE NUMBER OF CONTRIBUTIONS MADE. FORM 990, PART I, LINE 1 AND FORM 990, PART III, LINE 1 The College is a diverse learning community that strives for academic excellence in the Catholic and Jesuit tradition through comprehensive programs rooted in the liberal arts and sciences. FORM 990 PART III, LINE 4A Le Moyne College offers undergraduate and graduate programs to approximately 3,269 full-time equivalents in nearly 58 areas of study. In addition to instruction offered in individual academic disciplines, all undergraduate students engage in a core curriculum which seeks to provide a foundation in the liberal arts and sciences and refine students critical thinking and communication skills. Within the core curriculum students deepen their understanding of the diverse ways in which women and men throughout history have responded to enduring questions about meaning and order in the physical universe, in social and political processes, and in human experience. Each year, approximately 1% of Le Moyne students also take part in the Colleges study abroad program to enhance their educational experience, immerse themselves in a new way of life, and develop new perspectives on the people and cultures of other lands. FORM 990 PART III, LINE 4B The College offers several programs through its public service function to assist socially- and economically-disadvantaged high school students in successfully completing their secondary education and providing an opportunity to enter some form of post-secondary education. These programs provide advisement and tutoring experiences, as well as outside enrichment activities. The College also operates an academic support center offering tutoring and study groups to assist students in their coursework, to provide individual consultations to improve students learning strategies and study skills, to provide support and counseling for students on academic probation, and to administer accommodations for students with learning and other disabilities. In addition to the Academic Support Center, the Noreen Reale Falcone Library supports the educational goals of Le Moyne College through a process of continuous review and improvement of collections, instructional programs, technology, and information services. The Library collection contains over 186,000 book titles (encompassing 261,000 volumes), 205,000 e-book titles, 1,891 print and electronic periodical subscriptions, and 8,400 videos. In addition to in-house collections, access is provided to over 270 databases, that grant access to 50,000 additional periodical titles, and 50,000 digital films. FORM 990, PART III, LINE 4C In keeping with the Colleges mission and Jesuit tradition of educating the whole person, Le Moyne offers a variety of student services to meet student needs outside the classroom. These services enhance the quality of student life and foster student social development. Activities and services revolve around key areas including housing and food service, personal counseling, health services, service learning, career planning and placement, and intercollegiate athletics. In particular, Campus Ministry offers a variety of retreat and alternative break programs to students looking to engage in spiritual growth and answer the call to be leaders in serving the needs of others, as well as opportunities to take part in liturgical ministries. The Office of Service Learning integrates community service opportunities with academic coursework in recognition of the social justice component of a Jesuit education. Finally, the Office of Career Services offers seminars and workshops on a variety of topics including resume writing, interviewing, and graduate-school planning, along with recruiting programs featuring employers from a variety of industries. FORM 990, PART VI, SECTION A, LINE 1A The Board of Trustees has delegated broad authority to the Executive Committee. The Executive Committee has at least 10 members, consisting of the Board Officers, President, the chairs of the standing committees and at-large members, nominated by the Committee on Board Development and elected by the Board of Trustees. Members of the Executive Committee serve a one-year term and may be re-elected for an unlimited number of additional terms. The Executive Committee has the authority to act for the Board of Trustees on matters which cannot or should not be deferred to the Boards next scheduled meeting, except for the following which shall be reserved for the Board: presidential election and termination; trustee and board officer election; standing committee membership and chair selection; changes in institutional mission and purposes; changes to the Charter or bi-laws; incurring of corporate indebtedness; sale of College assets or tangible property; adoption of the annual budget and conferral of degrees. The Executive Committee reports to the full board at each meeting on all actions taken by it since the last Board meeting. In addition to its authority to take action on matters which cannot or should not be deferred to the Boards next scheduled meeting, the Executive Committee oversees the Colleges planning process and progress on planning goals, the Boards responsibility to support the president and assess his or her performance, annually review the Presidents compensation and conditions of employment, and when requested by the Board, oversee the work of Board Committees. FORM 990, PART VI, SECTION B, LINE 11B The Form 990 is prepared internally under the review of the Senior Vice President for Finance, Enrollment, Administration and Treasurer. The completed Form is distributed to the Finance Committee to review with management. The officer/employee compensation disclosures are reviewed by the Executive Committee of the Board of Trustees. After the Finance Committee reviews the Form 990, the completed Form is distributed to the Board of Trustees prior to filing the Form with the IRS. FORM 990, PART VI, SECTION B, LINE 12C Prior to the beginning of each academic year, each vice president receives a list of administrative-level and executive employees in his or her division who received a conflict of interest form in the prior year. The vice presidents review the lists for their respective division for completeness and accuracy, making any adjustments necessary. Each identified employee receives a conflict of interest form to complete, as well as a copy of the conflict of interest policy. The employee listings and completed forms are kept in a confidential file in the Senior Vice President for Finance, Enrollment, Administration and Treasurer Office. Regular follow-up with employees occurs during the year to ensure all conflict of interest forms are received. In addition to administrative-level and executive employees, all Board of Trustees members receive a conflict of interest form to complete and a copy of the policy. Regular follow up occurs during the year to ensure all conflict of interest forms are received. FORM 990, PART VI, SECTION B, LINE 15A The process for determining the compensation plan of the President meets the three requirements of the rebuttable presumption provisions under treasury regulation 53.4958-6. The compensation plan of the President is approved in advance by the Executive Committee. Prior to making a compensation decision, the Executive Committee obtains and relies upon appropriate data as to comparability. The comparability data is used to obtain an objective third party assessment of the total compensation plan to ensure the components and total plan is reasonable, customary and within market. This assessment is prepared annually on a rotating basis, internally and by an independent consultant; using comparative compensation data, including overall market factors determined to impact compensation. The Executive Committee of the Colleges Board of Trustees adequately and timely documents the basis for setting the Presidents compensation plan concurrently with the making of the determination. The Presidents compensation is formally incorporated into her employment contract. FORM 990, PART VI, SECTION B, LINE 15B The process for determining the compensation plans of the Officers and Key Employees, meet the three requirements of the rebuttable presumption provisions under treasury regulation 53.4958-6. The compensation plan of the Officers and Key Employees are approved in advance by the President. Prior to making compensation decisions, the President obtains and relies upon appropriate data as to comparability. The comparability data is used to obtain an objective third party assessment of the total compensation plans to ensure the components and total plans are reasonable, customary and within market. These assessments are prepared annually on a rotating basis, internally and by an independent consultant; using comparative compensation data, including overall market factors determined to impact compensation. The President presents her decision to the Executive Committee of the Colleges Board of Trustees for review and the determination and decision is documented in the minutes of the Executive Committee. The compensation is formally incorporated into each individuals salary letter. FORM 990, PART VI, SECTION C, LINE 19 Hard copies of the Colleges financial statements and Form 990 are kept on file for public review. In addition, the Colleges Form 990 is available on the website of GuideStar USA, Inc. at www.guidestar.org. An electronic version of the Colleges conflict of interest policy is available at http://www.lemoyne.edu/College-Administration/Finance-and-Admininstration The Colleges governing documents are not made publicly available. FORM 990, PART XI, LINE 9 CHANGE IN VALUE OF FIN 47 LIABILITY -$ 291,951 CHANGE IN FAIR VALUE OF INTEREST SWAP RATE $ 291,152 CHANGE IN VALUE OF SFAS 158 POSTRETIREMENT CARE LIABILITY -$ 600,581 CHANGE IN PLEDGE -$ 34,147 PRIOR YEAR GRANTS REFUND $ 1,660 ROUNDING -$ 2 -------------------- TOTAL -$ 633,869 CRUT (2) EIN ADDRESS AVAILABLE UPON REQUES ny NY 00000 INVESTMENTS NY NA TRUST true false true false false false false false false false false false false false false false false false false