2017-04-10T20:18:48-05:00 2016-05-31 861065772 DELOITTE TAX LLP 111 MONUMENT CIRCLE STE 4200 INDIANAPOLIS IN 462045108 990 2015-06-01 251120678 ROBERT MORRIS UNIVERSITY ROBE 4123975263 6001 UNIVERSITY BLVD REVERE CENTER MOON TOWNSHIP PA 151081189 CHRISTOPHER HOWARD PRESIDENT 4123975263 2017-04-08 1 JEFFREY FRANK P00287234 3174648600 2017-03-30 2015 2021-01-29 14:40:06Z CHRISTOPHER HOWARD 6001 UNIVERSITY BLVD REVERE CENTER MOON TOWNSHIP PA 151081189 174381008 0 X WWW.RMU.EDU X 1921 PA EDUCATIONAL INSTITUTION 33 33 2025 33 4761602 0 10919307 9315755 158914520 163124785 965010 721025 127313 123828 170926150 173285393 36942187 40126397 0 0 68702921 71813861 24367 0 5454940 54869169 55402837 160538644 167343095 10387506 5942298 224485724 224757940 109192658 105828038 115293066 118929902 X ROBERT MORRIS UNIVERSITY IS A STUDENT-CENTERED INSTITUTION THAT TRANSFORMS LIVES BY BUILDING KNOWLEDGE, SKILLS AND CITIZENSHIP. ALL OF WHICH FOCUS ON THE ACHIEVEMENT OF ONE'S PERSONAL AND PROFESSIONAL GOALS. ENGAGED LEARNING, WITHIN A HIGHLY SUPPORTIVE ENVIRONMENT ENABLES OUR STUDENTS TO DEVELOP STRONG COMMUNICATION SKILLS, EXCEL WITHIN COLLABORATE SETTINGS, EFFECTIVELY ADDRESS COMPLEX PROBLEMS WITH INNOVATIVE SOLUTIONS, AND LEAD WITH INTEGRITY AND COMPASSION THROUGHOUT THEIR LIVES IN A DIVERSE AND RAPIDLY CHANGING WORLD. 0 0 42854739 0 95615942 INSTRUCTION EXPENSES-DIRECT COSTS OF ALL ACTIVITIES THAT ARE PART OF THE UNIVERSITY'S INSTRUCTION PROGRAMS FROM ACADEMIC DEPARTMENTS. 40126397 40126397 40126397 SCHOLARSHIPS AND FELLOWSHIPS 20871222 0 30964206 STUDENT SERVICES- INCLUDE EXPENSES FOR THE OFFICES OF FINANCIAL AID, ENROLLMENT MANAGEMENT, REGISTRAR, ATHLETICS AND THOSE ACTIVITIES WHOSE PRIMARY PURPOSE IS TO CONTRIBUTE TO THE STUDENTS'S EMOTIONAL AND PHYSICAL WELL BEING. 52731417 0 973024 AUXILIARY ENTERPRISES: RESIDENCE HALLS, DINING HALLS, RECREATIONAL 52731417 0 973024 156583775 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 1 0 1 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 1 0 1 1 1 0 0 0 0 1 1 0 0 0 1 389 0 2025 1 1 1 0 0 0 0 1 1 0 0 0 0 0 X 33 33 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA AK WA CO KY MD MA MI NH OH OK OR SC NV NY X JEFFREY LISTWAK 4123975263 6001 UNIVERSITY BLVD MOON TOWNSHIP PA 15108 GARY CLAUS CHAIR (THRU 2-16) THEN TRUSTEE 5.00 0.00 X 0 0 0 CARRIE COGHILL TRUST. THRU FEB THEN VICE CHR 2.00 0.00 X 0 0 0 RICHARD HARSHMAN VICE CHAIR THRU FEB THEN CHAIR 5.00 0.00 X 0 0 0 STEPHEN KLEMASH VICE CHAIR 2.00 0.00 X 0 0 0 RICHARD ARCHER TRUSTEE (FROM 2-19-16) 2.00 0.00 X 0 0 0 LEROY BALL TRUSTEE (FROM 6-19-15) 2.00 0.00 X 0 0 0 JEFF BERGMAN TRUSTEE (THRU 2-24-16) 2.00 0.00 X 0 0 0 JEFFREY BROADHURST TRUSTEE 2.00 0.00 X 0 0 0 KEVIN COLBERT TRUSTEE 2.00 0.00 X 0 0 0 WILLIAM COPELAND EMERITUS TRUSTEE 2.00 0.00 X 0 0 0 DEBORAH CUNNINGHAM TRUSTEE 2.00 0.00 X 0 0 0 MARGARET CICUCCIO TRUSTEE 2.00 0.00 X 0 0 0 WELLING FRUEHAUF EMERITUS TRUSTEE 2.00 0.00 X 0 0 0 VICTOR GREGOVITS TRUSTEE 2.00 0.00 X 0 0 0 CHARLES HOMAN TRUSTEE 2.00 0.00 X 0 0 0 THOMAS HUNLEY TRUSTEE 2.00 0.00 X 0 0 0 ALEX JOHNSON TRUSTEE (THRU 3-21-16) 2.00 0.00 X 0 0 0 DAVID LANCIA TRUSTEE 2.00 0.00 X 0 0 0 MARGARET LARKINS-PETTIGREW TRUSTEE 2.00 0.00 X 0 0 0 KAREN LARRIMER TRUSTEE 2.00 0.00 X 0 0 0 DAVID MALONE TRUSTEE 2.00 0.00 X 0 0 0 RALPH MARTIN TRUSTEE 2.00 0.00 X 0 0 0 BARBARA MCNEES EMERITUS TRUSTEE 2.00 0.00 X 0 0 0 NORMAN MITRY TRUSTEE 2.00 0.00 X 0 0 0 FRANK MOLINERO TRUSTEE 2.00 0.00 X 0 0 0 GERD MUELLER EMERITUS TRUSTEE 2.00 0.00 X 0 0 0 ANNE NEMER DHANDA TRUSTEE 2.00 0.00 X 0 0 0 JOSEPH NOCITO TRUSTEE (THRU 9-8-15) 2.00 0.00 X 0 0 0 MORGAN O'BRIEN TRUSTEE (FROM 6-19-15) 2.00 0.00 X 0 0 0 KOLIA O'CONNER TRUSTEE 2.00 0.00 X 0 0 0 NICK PRATER EMERITUS TRUSTEE 2.00 0.00 X 0 0 0 ROBERT ROGERS EMERITUS TRUSTEE 2.00 0.00 X 0 0 0 PATRICIA ROONEY EMERITUS TRUSTEE 2.00 0.00 X 0 0 0 JAMES RUDOLPH EMERITUS TRUSTEE 2.00 0.00 X 0 0 0 ROBIN SANDERS TRUSTEE 2.00 0.00 X 0 0 0 THERESA SCHEETZ EMERITUS TRUSTEE 2.00 0.00 X 0 0 0 MICHAEL SMITH TRUSTEE 2.00 0.00 X 0 0 0 GARY SOKULSKI TRUSTEE 2.00 0.00 X 0 0 0 GREGORY SPENCER TRUSTEE 2.00 0.00 X 0 0 0 THOMAS STERLING TRUSTEE 2.00 0.00 X 0 0 0 STEPHEN VAN OSS TRUSTEE 2.00 0.00 X 0 0 0 JOHN VIEHMAN EMERITUS TRUSTEE 2.00 0.00 X 0 0 0 JOHN WALDRON TRUSTEE 2.00 0.00 X 0 0 0 DAVID L JAMISON PROVOST, SR. VP ACADEMICS 50.00 0.00 X 359831 0 51220 DAN W KIENER SR VP BUISNESS AFFAIRS 50.00 0.00 X 338620 0 52056 JAY T CARSON SR. VP INSTITUTIONAL ADV 50.00 0.00 X 286724 0 56228 RENEE T CAVALOVITCH VP AND GENERAL COUNSEL 50.00 0.00 X 239766 0 16024 JEFFREY A LISTWAK VP FINANCIAL OPS AND TREASURER 50.00 0.00 X 228753 0 42330 DERYA A JACOBS VP AND SR VICE PROVOST 50.00 0.00 X 263166 0 33734 WENDY C BECKEMEYER VP ENROLLMENT 50.00 0.00 X 225948 0 40308 PERRY F ROOFNER VP FOR FACILITIES 50.00 0.00 X 211893 0 37947 JOHN MICHALENKO VP STUDENT LIFE 50.00 0.00 X 209099 0 36194 ELLEN G WIECKOWSKI VP, IT & HR 50.00 0.00 X 203651 0 26368 LOIS D BRYAN DEAN, SCHOOL OF BUSINESS 50.00 0.00 X 202927 0 26579 VALERIE M HOWARD DEAN, SCHOOL OF SNHS 50.00 0.00 X 187416 0 15732 LAWRENCE A TOMEI VICE PROVOST 50.00 0.00 X 176820 0 32530 MARY ANN RAFOTH DEAN EDU AND SOC SCI 50.00 0.00 X 174323 0 33058 CRAIG S COLEMAN ATHLETIC DIRECTOR 50.00 0.00 X 173433 0 7567 MARIA V KALEVITCH DEAN, ENG, MATH & SCIENCE 50.00 0.00 X 165995 0 36827 ANDREW S TOOLE HEAD BASKETBALL COACH 40.00 0.00 X 444267 0 39620 SAL M BUSCAGLIA HEAD BASKETBALL COACH 40.00 0.00 X 207907 0 20618 DAVID R MAJKA VP, PLANNING & ADMINISTRATION 40.00 0.00 X 199280 0 12221 PEGGY M OUTON EXECUTIVE DIRECTOR 40.00 0.00 X 189516 0 38152 STEPHEN E FOREMAN ASSOC PROFESSOR, HCA 40.00 0.00 X 182430 0 19242 GREGORY G DELL'OMO PRESIDENT (THRU 7/1/15) 50.00 0.00 X 358685 0 60964 PETER K FAIX VP HR (THRU 1/26/16) 50.00 0.00 X 221555 0 35700 5452005 0 771219 176 1 1 0 USI INSURANCE SERVICES LLC 3070 RIVERSIDE DRIVE COLUMBUS OH 43221 STUDENT INSURANCE 509952 LITTLER MENDELSON PC 2425 EAST CAMELBACK PHOERNIX AZ 85016 LEGAL SERVICES 311962 WITT KEIFFER FORD HADELMAN LLOYD CORP 2015 SPRING ROAD OAK BROOK IL 60523 EXECUTIVE RECRUITING 285621 STEEL CITY HOCKEY REFEREES 9 EHLE AVENUE CORAOPOLIS PA 15108 ATHLETIC REFEREES 243620 DELOITTE & TOUCHE LLP 13943 COLLECTIONS CENTER DRIVE CHICAGO IL 60693 ACCOUNTING & AUDITING 230358 8 5207847 4107908 30382 9315755 TUITION AND FEES 611710 131917727 131917727 AUXILIARY ENTERPRISES 611710 22339246 22339246 ISLAND SPORTS CENTER 713940 4478516 4478516 OTHER REVENUES 611710 2737767 2737767 PARKING REVENUE 611710 525777 525777 1125752 842666 283086 163124785 786817 786817 947197 164 1013153 0 -65956 164 -65792 -65792 206290 82462 123828 123828 173285393 158363183 4761602 844853 X 43400 43400 40082997 40082997 4398390 2926689 1132585 339116 51168982 47003827 2149097 2016058 3544277 3293697 97113 153467 8658819 8046640 237252 374927 4043393 3757525 110789 175079 461013 428419 12632 19962 232234 215815 6363 10056 61181 61181 19082855 17733697 522871 826287 1465519 1361907 40155 63457 3099687 2880540 84931 134216 3860625 3587679 105781 167165 3242257 3013029 88838 140390 3618645 3362807 99151 156687 4044326 3758392 110815 175119 11328683 10527745 310406 490532 1161196 1079099 31817 50280 BAD DEBT 1170757 1087984 32079 50694 OTHER 1056153 981483 28939 45731 NON CAP EQUIPMENT 1004456 933441 27522 43493 DUES/SUBSCRIPTIONS 513250 476963 14063 22224 167343095 156583775 5304380 5454940 660297 276986 22920231 25471227 4372462 955205 2457590 4601303 248287 260771 272139 259789 1291854 1145787 277410183 122531710 151081531 154878473 32364904 30316537 8816429 6591862 224485724 224757940 18272335 19119895 7109246 7010075 49711110 39676800 32512708 38469754 1587259 1551514 109192658 105828038 X 88553560 94003997 16596831 14585457 10142675 10340448 115293066 118929902 224485724 224757940 5942298 -2305463 0 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 61181 61181 167281914 167343095 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 92966 98364 104241 61181 356752 250000 250000 250000 250000 1000000 1500000 PART I-A, LINE 1: NONE PART II-B, LINE 1: IN THE 2015-16 FISCAL YEAR, ROBERT MORRIS UNIVERSITY (RMU) WORKED WITH CONSULTANTS AT BUCHANAN, INGERSOLL AND ROONEY (BIR) TO DEVELOP STRATEGIES TO SECURE LOCAL AND STATE GOVERNMENT FUNIDNG FOR UNIVERSITY PROJECTS. BIR ALSO REACHED OUT TO LEGISLATORS ON BEHALF OF THE UNIVERSITY TO ADVOCATE FOR UNIVERSITY PROJECTS. RMU COLLABORATED WITH BIR IN PURSUIT OF THE FOLLOWING FUNDING STREAMS: THE ALLEGHENY COUNTY COMMUNITY INFRASTRUCTURE AND TOURISM FUND, THE ALLEGHENY COUNTY GAMING AND ECONOMIC DEVELOPMENT FUND, PENNSYLVANIA DEPARTMENT OF COMMUNITY AND ECONOMIC DEVELOPMENT AND PENNSYLVANIA DEPARTMENT OF TRANSPORTATION MULTIMODAL FUNDING, AND THE PENNSYLVANIA REDEVELOPMENT ASSISTANCE CAPITAL PROGRAM. 32177114 726510 -1636679 1138469 30128476 32025538 356842 875437 1080703 32177114 28594244 872830 3556724 998260 32025538 24786383 437815 4384510 1014464 28594244 26696814 294143 -1120820 1083754 24786383 0.46000 0.34000 0.20000 0 0 5403855 5403855 178563113 61026298 117536815 28304371 14052877 14251494 63458846 47452535 16006311 1679998 1679998 154878473 FEDERAL GOV'T ADVANCES FOR STUDENT LOANS 1146152 FUNDS HELD IN CUSTODY FOR OTHERS 405362 1551514 X 130853534 -2305463 -2305463 133158997 40126397 40126397 173285394 127216698 0 127216698 40126397 40126397 167343095 PART X, LINE 2: THE UNIVERSITY ADOPTED GUIDANCE FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH PROVIDES CRITERIA FOR THE RECOGNITION AND MEASUREMENT OF CERTAIN TAX POSITIONS. THIS GUIDANCE REQUIRES THAT AN UNCERTAIN TAX POSITION SHOULD BE RECOGNIZED ONLY IF IT IS "MORE LIKELY THAN NOT" THAT THE POSITION IS SUSTAINABLE BASED ON ITS TECHNICAL MERITS. RECOGNIZABLE TAX POSITIONS SHOULD THEN BE MEASURED TO DETERMINE THE AMOUNT OF BENEFIT RECOGNIZED IN THE FINANCIAL STATEMENTS. THE UNIVERSITY FILES U.S. FEDERAL, STATE, AND LOCAL INFORMATION RETURNS AND NO RETURNS ARE CURRENTLY UNDER EXAMINATION. THE STATUTE OF LIMITATIONS ON THE UNIVERSITY'S U.S. FEDERAL TAX RETURNS REMAINS OPEN FOR THE YEARS ENDED MAY 31, 2013, THROUGH THE PRESENT. THE UNIVERSITY CONTINUES TO EVALUATE ITS TAX POSITIONS PURSUANT TO THE PRINCIPLES OF SUCH GUIDANCE AND HAS DETERMINED THAT THERE IS NO MATERIAL EFFECT ON THE UNIVERSITY'S FINANCIAL STATEMENTS. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN REFLECTED IN THE UNIVERSITY'S FINANCIAL STATEMENTS. PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIP ALLOWANCES 40,126,397. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIP ALLOWANCES 40,126,397. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 A STATEMENT CONCERNING THE UNIVERSITY'S NON-DISCRIMINATORY POLICY IS INCLUDED IN ALL ADVERTISING CENTRAL AMERICA & THE CARIBBEAN PROGRAM SERVICES STUDY ABROAD PROGRAMS, 83 PARTICIPANTS 227009 EUROPE (INCLUDING ICELAND AND GREENLAND) PROGRAM SERVICES STUDY ABROAD PROGRAMS, 68 PARTICIPANTS 445499 0 0 0 0 0 0 672508 0 672508 1 0 0 1 1 0 PART I, LINE 3: THE UNIVERSITY DOES NOT ISSUE GRANTS OUTSIDE THE US, BUT IT DOES INCUR EXPENSES FOR STUDENTS STUDYING ABROAD. STUDENTS PAY THEIR REGULAR RMU TUITION, AND THE UNIVERSITY IN TURN PAYS THEIR TUITION TO THE FOREIGN INSTITUTION THAT THEY WILL BE ATTENDING. THOSE EXPENSES ARE TRACKED IN THE STUDY ABROAD OFFICE AND IN THE GENERAL LEDGER. WALTON GOLF OUTING 83595 83595 4642 10000 12327 3058 ALUMNI GOLF OUTING 78950 78950 11613 6480 15161 66 1 43745 43745 19115 206290 206290 16255 35595 27488 3124 82462 123828 1 1 1 1 NEED 332 FIFTH AVENUE PITTSBURGH PA 15222 256070821 501(C)(3) 43400 FINANCIAL AID TO MINORITY STUDENTS INTERNAL 3423 39445783 0 EXTERNAL 283 637214 0 PART I, LINE 2: GRANTS (FEDERAL/STATE) PASSED THROUGH TO STUDENTS ARE MONITORED USING OUR INTERNAL APPLICATION (POWERFAIDS), THE STATE (PHEAA) AND FEDERAL (COD-COMMON ORIGINATION AND DISBURSEMENT) ELECTRONIC SYSTEMS. A VALIDATION OF RECORDS AMONG ALL THREE SYSTEMS IS CONDUCTED PERIODICALLY THROUGHOUT THE ACADEMIC YEAR AND FOR SEMESTER END RECONCILIATIONS. THOSE SYSTEMS VERIFY THE CRITERIA FOR THE GRANTS HAVE BEEN MET AND THE DOLLAR AMOUNTS RECEIVED HAVE BEEN DISTRIBUTED APPROPRIATELY. X X X X X 1 1 X X X X X 0 0 0 0 0 0 0 1 0 DAVID L JAMISON PROVOST, SR. VP ACADEMICS 297367 0 58733 0 3731 0 28394 0 22826 0 411051 0 0 0 DAN W KIENER SR VP BUISNESS AFFAIRS 267960 0 68294 0 2366 0 26021 0 26035 0 390676 0 0 0 JAY T CARSON SR. VP INSTITUTIONAL ADV 224813 0 57367 0 4544 0 21858 0 34370 0 342952 0 0 0 RENEE T CAVALOVITCH VP AND GENERAL COUNSEL 207510 0 30750 0 1506 0 10421 0 5603 0 255790 0 0 0 JEFFREY A LISTWAK VP FINANCIAL OPS AND TREASURER 197852 0 30519 0 382 0 19380 0 22950 0 271083 0 0 0 DERYA A JACOBS VP AND SR VICE PROVOST 227891 0 34763 0 512 0 14394 0 19340 0 296900 0 0 0 WENDY C BECKEMEYER VP ENROLLMENT 195585 0 29946 0 417 0 19016 0 21292 0 266256 0 0 0 PERRY F ROOFNER VP FOR FACILITIES 181915 0 27580 0 2398 0 17514 0 20433 0 249840 0 0 0 JOHN MICHALENKO VP STUDENT LIFE 180791 0 27580 0 728 0 16016 0 20178 0 245293 0 0 0 ELLEN G WIECKOWSKI VP, IT & HR 174936 0 26603 0 2112 0 16893 0 9475 0 230019 0 0 0 LOIS D BRYAN DEAN, SCHOOL OF BUSINESS 195616 0 0 0 7311 0 17064 0 9515 0 229506 0 0 0 VALERIE M HOWARD DEAN, SCHOOL OF SNHS 186100 0 0 0 1316 0 15538 0 194 0 203148 0 0 0 LAWRENCE A TOMEI VICE PROVOST 158993 0 16100 0 1727 0 14024 0 18506 0 209350 0 0 0 MARY ANN RAFOTH DEAN EDU AND SOC SCI 173661 0 0 0 662 0 16679 0 16379 0 207381 0 0 0 CRAIG S COLEMAN ATHLETIC DIRECTOR 150407 0 22500 0 526 0 0 0 7567 0 181000 0 0 0 MARIA V KALEVITCH DEAN, ENG, MATH & SCIENCE 165695 0 0 0 300 0 16318 0 20509 0 202822 0 0 0 ANDREW S TOOLE HEAD BASKETBALL COACH 329870 0 108333 0 6064 0 19388 0 20232 0 483887 0 0 0 SAL M BUSCAGLIA HEAD BASKETBALL COACH 150319 0 50300 0 7288 0 13066 0 7552 0 228525 0 0 0 DAVID R MAJKA VP, PLANNING & ADMINISTRATION 140399 0 13869 0 45012 0 12081 0 140 0 211501 0 0 0 PEGGY M OUTON EXECUTIVE DIRECTOR 169396 0 17145 0 2975 0 16331 0 21821 0 227668 0 0 0 STEPHEN E FOREMAN ASSOC PROFESSOR, HCA 179202 0 0 0 3228 0 0 0 19242 0 201672 0 0 0 GREGORY G DELL'OMO PRESIDENT (THRU 7/1/15) 214485 0 140000 0 4200 0 20463 0 40501 0 419649 0 0 0 PETER K FAIX VP HR (THRU 1/26/16) 191027 0 28702 0 1826 0 18227 0 17473 0 257255 0 0 0 PART I, LINE 1A IN THE ABSENCE OF A RESIDENCE ON CAMPUS, THE UNIVERSITY PRESIDENT IS REQUIRED TO LIVE IN A A UNIVERSITY-LEASED HOUSE IN CLOSE PROXIMITY TO CAMPUS. THE UNIVERSITY PRESIDENT, SENIOR VP OF INSTITUTIONAL ADVANCEMENT, SENIOR VP OF BUSINESS AFFAIRS AND VP OF DEVELOPMENT HAVE SOCIAL CLUB AND/OR COUNTRY CLUB MEMBERSHIPS FOR ENTERTAINMENT OF BUSINESS PARTNERS, DONORS, AND POTENTIAL DONORS. THE UNIVERSITY PAYS THE MEMBERSHIP DUES ON BEHALF OF THESE EMPLOYEES. THERE ARE ALSO OCCASIONAL BOARD RETREATS WHERE SPOUSES OF TRUSTEES AND EXECUTIVE MANAGEMENT ARE INVITED TO PARTICIPATE IN SELECT BUSINESS/SOCIAL FUNCTIONS. PART I, LINE 7 CERTAIN EMPLOYEES HAVE ANNUAL EXECUTIVE HOLDBACK AGREEMENTS WHEREBY A PERCENTAGE OF COMPENSATION IS WITHHELD AND PAID OUT CONTINGENT UPON SUCCESSFUL PERFORMANCE AFTER THE END OF THE FISCAL YEAR A WILKINS AREA INDUSTRIAL DEVELOPMENT AUTH NONEXXXXX 2011-12-29 6500000 CAMPUS BUILDING & GROUNDS CONSTRUCTION 0 0 0 B ALLEGHENY CO HIGHER EDUCATION BUILDING AUTH 251425398 01728REH8 2006-04-01 8410000 CAMPUS BUILDING CONSTRUCTION 0 0 0 C ALLEGHENY CO HIGHER EDUCATION BUILDING AUTH 251425398 01728RFT1 2008-08-01 820000 CAMPUS BUILDING CONSTRUCTION 0 0 0 D ALLEGHENY CO HIGHER EDUCATION BUILDING AUTH 251425398 01728RFW4 2008-08-01 7500000 CAMPUS BUILDING CONSTRUCTION 0 0 0 A 6500000 123358 6376642 2012 0 0 1 1 B 8410000 798418 68275 7543307 1997 1 0 1 1 C 820000 60844 5591 753565 2009 0 0 1 1 D 7500000 556500 51136 6892364 2009 0 0 1 1 A 0 1 1 0 0 1 0 0 B 0 0 0 0 1 0 0 C 0 0 0 0 1 0 0 D 0 0 0 0 1 0 0 A 0 0 0 0 1 0 0 0 0 B 0 0 0 0 0 0 1 WESTLE 20.000000000000 1 0 0 C 0 0 0 0 0 0 0 0 0 D 0 0 0 0 0 0 0 0 0 A 1 B 1 C 1 D 1 A ALLEGHENY CO HIGHER EDUCATION BUILDING AUTH 251425398 01728RFX2 2008-08-01 11945000 CAMPUS BUILDING CONSTRUCTION 0 0 0 B ALLEGHENY CO HIGHER EDUCATION BUILDING AUTH 251425398 01728RGH6 2010-06-17 290000 CAMPUS BUILDING CONSTRUCTION 0 0 0 C ALLEGHENY CO HIGHER EDUCATION BUILDING AUTH 251425398 01728RGJ2 2010-06-17 305000 CAMPUS BUILDING CONSTRUCTION 0 0 0 D ALLEGHENY CO HIGHER EDUCATION BUILDING AUTH 251425398 01728RGK9 2010-06-17 320000 CAMPUS BUILDING CONSTRUCTION 0 0 0 A 11945000 886319 81443 10977238 2009 0 0 1 1 B 290000 20000 2461 267540 2011 0 0 1 1 C 305000 21034 2588 281378 2011 0 0 1 1 D 320000 22069 2715 295216 2011 0 0 1 1 A 0 0 0 0 1 0 0 B 0 0 0 0 1 0 0 C 0 0 0 0 1 0 0 D 0 0 0 0 1 0 0 A 0 0 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 0 0 C 0 0 0 0 0 0 0 0 0 D 0 0 0 0 0 0 0 0 0 A 1 B 1 C 1 D 1 A ALLEGHENY CO HIGHER EDUCATION BUILDING AUTH 251425398 01728RGL7 2010-06-17 335000 CAMPUS BUILDING CONSTRUCTION 0 0 0 B ALLEGHENY CO HIGHER EDUCATION BUILDING AUTH 251425398 01728RGM5 2010-06-17 350000 CAMPUS BUILDING CONSTRUCTION 0 0 0 C ALLEGHENY CO HIGHER EDUCATION BUILDING AUTH 251425398 01728RGN3 2010-06-17 4775000 CAMPUS BUILDING CONSTRUCTION 0 0 0 D ALLEGHENY CO HIGHER EDUCATION BUILDING AUTH 251425398 01728RGP8 2010-06-17 8365000 CAMPUS BUILDING CONSTRUCTION 0 0 0 A 335000 23103 2842 309054 2011 0 0 1 1 B 350000 24138 2970 322893 2011 0 0 1 1 C 4775000 329307 40515 4405178 2011 0 0 1 1 D 8365000 576891 70976 7717133 2011 0 0 1 1 A 0 0 0 0 1 0 0 B 0 0 0 0 1 0 0 C 0 0 0 0 1 0 0 D 0 0 0 0 1 0 0 A 0 0 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 0 0 C 0 0 0 0 0 0 0 0 0 D 0 0 0 0 0 0 0 0 0 A 1 B 1 C 1 D 1 A MOON INDUSTRIAL DEVELOPMENT AUTH 251398575 NONEXXXXX 2003-08-29 9100000 CAMPUS BUILDING & GROUNDS CONSTRUCTION 0 0 0 B MOON INDUSTRIAL DEVELOPMENT AUTH 251398575 NONEXXXXX 2004-01-09 3100000 CAMPUS BUILDING & GROUNDS CONSTRUCTION 0 0 0 C MCCANDLESS INDUSTRIAL DEV AUTH 251349346 NONEXXXXX 2005-04-22 10000000 CAMPUS BUILDING CONSTRUCTION 0 0 0 D WILKINS AREA INDUSTRIAL DEVELOPMENT AUTH NONEXXXXX 2012-01-04 8500000 CAMPUS BUILDING & GROUNDS CONSTRUCTION 0 0 0 A 9100000 177596 8922404 2004 0 0 1 1 B 3100000 60500 3039500 2004 0 0 1 1 C 10000000 107900 9892100 2006 0 0 1 1 D 8500000 66936 8433064 2012 0 0 1 1 A 0 0 0 0 1 0 0 B 0 0 0 0 1 0 0 C 0 0 0 0 1 0 0 D 0 1 1 0 0 1 0 0 A 0 0 0 0 0 0 0 0 0 B 0 0 0 0 1 0 0 0 0 C 0 0 0 0 0 0 0 0 0 D 0 0 0 0 1 0 0 0 0 A 1 B 1 C 1 D 1 KEY EE DEPENDENTS 30150 TUITION TRUSTEES DEPENDENTS 39495 TUITION JEFFREY BROADHURST TRUSTEE 8396939 FOOD SERVICE. MR BROADHURST IS PART OWNER AND AN OFFICER OF PARKHURST DINING SERVICES, INC. WHICH PROVIDES THE CAMPUS FOOD/MEAL PLAN AND RELATED SERVICES. 0 JULIANNE MICHALENKO FAMILY OF KEY EMPLOYEE 41709 EMPLOYMENT 0 POLLY DELL'OMO FAMILY OF FORMER OFFICER 17639 EMPLOYMENT 0 LAUREN LANCIA FAMILY OF TRUSTEE 24713 EMPLOYMENT 0 MATTHEW O'BRIEN FAMILY OF TRUSTEE 39613 EMPLOYMENT 0 0 X 1 30382 OTHER 0 1 0 FORM 990, PART VI, SECTION B, LINE 11 THE FORM IS COMPLETED BY THE ACCOUNTING STAFF/CHIEF ACCOUNTING OFFICER AND CONTROLLER'S GROUP AND IS REVIEWED IN DETAIL BY BOTH THE CHIEF ACCOUNTING OFFICER AND THE VP OF FINANCE. ANOTHER INTERNAL REVIEW IS CONDUCTED BY THE GENERAL COUNSEL, SENIOR VP AND THE PRESIDENT OF THE UNIVERSITY. THE RETURN IS THEN REVIEWED AND APPROVED BY THE AUDIT AND RISK COMMITTEE OF THE BOARD WITH A COPY PROVIDED TO THE FULL BOARD OF TRUSTEES PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C EMPLOYEE CONFLICT OF INTEREST- OFFICERS AND KEY EMPLOYEES ARE IDENTIFIED ANNUALLY SHORTLY AFTER EACH CALENDAR YEAR END WHEN W-2 WAGE AMOUNTS ARE CALCULATED AND KEY EMPLOYEES CAN BE IDENTIFIED. EACH OFFICER AND KEY EMPLOYEE IS CONTACTED INDIVIDUALLY REFERENCING THE OFFICER AND KEY EMPLOYEE CONFLICT OF INTEREST PORTION OF THE POLICY OF ETHICAL PRACTICES. A COPY OF THE OFFICER AND KEY EMPLOYEE CONFLICT OF INTEREST FORM IS SENT TO THAT GROUP WITH A REQUEST TO COMPLETE AND SEND RESPONSES TO THE CHIEF ACCOUNTING OFFICER AND CONTROLLER. SHE AND THE DIRECTOR OF INTERNAL AUDIT REVIEW AND EVALUATE THE RESPONSES. EXCEPTIONS ARE DISCLOSED TO THE EXECUTIVE COMMITTEE OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 ALL SALARY INCREASES AND COMPENSATION PAYMENTS MUST HAVE TWO LEVELS OF APPROVAL. IF TWO LEVELS OF APPROVAL ARE NOT AVAILABLE INTERNALLY, THE COMPENSATION COMMITTEE MEETS ANNUALLY (OR MORE FREQUENTLY IF NEEDED FOR NEW EMPLOYEES OR OUT OF CYCLE AMENDMENTS TO EXISTING ARRANGEMENTS) TO APPROVE IN ADVANCE OF ANY PAYMENTS. THE COMMITTEE WILL ONLY HAVE MEMBERS WITHOUT A CONFLICT OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENTS BEING DISCUSSED. THE COMMITTEE CONSIDERS DUTIES AND EXTERNAL BENCHMARK DATA TO CONSIDER WAGES AND BENEFITS, INCLUDING NON-STANDARD FRINGES, AND WILL CONTEMPORANEOUSLY DOCUMENT IN WRITING HOW ITS DECISIONS WERE REACHED (INCLUDING DATE, TERMS, DATA USED, MEMBERS OF COMMITTEE PRESENT AND VOTING, AND THE RECUSAL OF ANY MEMBERS DUE TO A CONFLICT AND NATURE OF THE CONFLICT). FORM 990, PART VI, SECTION C, LINE 19 OUR FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G RECRUITING: PROGRAM SERVICE EXPENSES 412,844. MANAGEMENT AND GENERAL EXPENSES 12,173. FUNDRAISING EXPENSES 19,236. TOTAL EXPENSES 444,253. OTHER BUSINESS EXPENSE: PROGRAM SERVICE EXPENSES 1,085,819. MANAGEMENT AND GENERAL EXPENSES 32,015. FUNDRAISING EXPENSES 50,593. TOTAL EXPENSES 1,168,427. OFFICIALS: PROGRAM SERVICE EXPENSES 449,108. MANAGEMENT AND GENERAL EXPENSES 13,242. FUNDRAISING EXPENSES 20,926. TOTAL EXPENSES 483,276. R&M: PROGRAM SERVICE EXPENSES 1,834,109. MANAGEMENT AND GENERAL EXPENSES 54,078. FUNDRAISING EXPENSES 85,459. TOTAL EXPENSES 1,973,646. CONSULTING: PROGRAM SERVICE EXPENSES 3,083,268. MANAGEMENT AND GENERAL EXPENSES 90,909. FUNDRAISING EXPENSES 143,662. TOTAL EXPENSES 3,317,839. SERVICE CONTRACT: PROGRAM SERVICE EXPENSES 3,700,883. MANAGEMENT AND GENERAL EXPENSES 109,119. FUNDRAISING EXPENSES 172,440. TOTAL EXPENSES 3,982,442. FOOD SERVICE: PROGRAM SERVICE EXPENSES 6,727,669. MANAGEMENT AND GENERAL EXPENSES 198,362. FUNDRAISING EXPENSES 313,470. TOTAL EXPENSES 7,239,501. PRINTING AND MATERIALS: PROGRAM SERVICE EXPENSES 439,997. MANAGEMENT AND GENERAL EXPENSES 12,973. FUNDRAISING EXPENSES 20,501. TOTAL EXPENSES 473,471. RMC COLONIAL CORPORATION 6001 UNIVERSITY BLVD MOON TOWNSHIP PA 15108 251499278 INACTIVE PA 501(C)3 LINE 9: 509(A)(2) ROBERT MORRIS UNIVERSITY 0 ROBERT MORRIS COLLEGE PITTSBURGH FOLK FESTIVAL 6001 UNIVERSITY BLVD MOON TOWNSHIP PA 15108 251645377 INVACTIVE PA 501(C)3 LINE 9: 509(A)(2) ROBERT MORRIS UNIVERSITY 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0