2016-02-12T06:25:32-06:00 2015-06-30 390859910 BAKER TILLY VIRCHOW KRAUSE LLP 1650 MARKET STREET SUITE 4500 PHILADELPHIA PA 19103 990 2014-07-01 251114320 MOUNT ALOYSIUS COLLEGE MOUN 8148866411 7373 ADMIRAL PEARY HIGHWAY CRESSON PA 16630 THOMAS P FOLEY PRESIDENT 8148866411 2016-02-09 1 JULIUS C GREEN CPA JD P00350393 2159720701 2014 2016-08-17 19:52:53Z THOMAS P FOLEY 7373 ADMIRAL PEARY HIGHWAY CRESSON PA 16630 68757847 0 X WWW.MTALOY.EDU X 1963 PA TO PROVIDE QUALITY HIGHER EDUCATION PROGRAMS WHICH MEET THE INDIVIDUAL NEEDS OF STUDENTS. 20 19 904 31 0 0 5490169 2093158 35046750 35922084 3097018 5222541 63881 104382 43697818 43342165 7042916 7665308 0 0 15180428 16014216 0 0 396513 11260146 12331187 33483490 36010711 10214328 7331454 141980007 146117513 22853617 22489377 119126390 123628136 X THE MISSION OF MOUNT ALOYSIUS COLLEGE IS TO RESPOND TO INDIVIDUAL AND COMMUNITY NEEDS WITH QUALITY PROGRAMS OF EDUCATION IN THE TRADITION OF THE RELIGIOUS SISTERS OF MERCY. EACH STUDENT WILL HAVE THE OPPORTUNITY TO ACQUIRE KNOWLEDGE AND TO DEVELOP VALUES, ATTITUDES, AND COMPETENCIES NECESSARY FOR LIFELONG LEARNING WITHIN AN ENVIRONMENT WHICH REFLECTS A LIBERAL ARTS ORIENTATION AND A CATHOLIC, JUDEO-CHRISTIAN HERITAGE. 0 0 19909681 7665308 30745083 ACCREDITED BY THE MIDDLE STATES COMMISSION ON HIGHER EDUCATION, THE COLLEGE AWARDS BACHELOR'S AND ASSOCIATE DEGREES IN THE ARTS, SCIENCES, AND HEALTH STUDIES IN BOTH CAREER-ORIENTED AND LIBERAL ARTS PROGRAMS. GRADUATE DEGREES INCLUDE MBA, AND MS DEGREES IN COMMUNITY COUNSELING, BEHAVIORAL SPECIALIST CONSULTING, AND PSYCHOLOGY. BACCALAUREATE AND ASSOCIATE DEGREES ARE AVAILABLE IN ACCOUNTING, BEHAVIORAL AND SOCIAL SCIENCE, BIOLOGY AND GENERAL SCIENCE, BUSINESS ADMINISTRATION, COMPUTER SCIENCE, CRIMINOLOGY, PHYSICAL THERAPY ASSISTANT, MEDICAL ASSISTANT, SURGICAL TECHNICIAN, MEDICAL IMAGING, AND OTHERS. THE NURSING PROGRAM, FOUNDED WITH AN ASSOCIATE DEGREE CURRICULUM, HAS BEEN EXPANDED TO INCLUDE LPN-RN, AND RN-BSN. FOR RETURNING ADULTS, THE COLLEGE OFFERS ACCELERATED DEGREE PROGRAMS. STUDENT SUPPORT SERVICES INCLUDE ACADEMIC COUNSELING AND TUTORS, CAREER SERVICES, AND INTERNSHIP OUTREACH TO POTENTIAL EMPLOYERS. 5570705 12869 MOUNT ALOYSIUS PREPARES STUDENTS FOR SUCCESS BOTH IN AND OUT OF THE CLASSROOM. STUDENT SERVICES SUPPORT THE SOCIAL, PHYSICAL AND MENTAL WELL-BEING OF A DIVERSE STUDENT BODY. MOUNT ALOYSIUS COLLEGE IS A MEMBER OF NCAA DIVISION III. FOURTEEN NCAA ATHLETIC PROGRAMS INVOLVE BOTH WOMEN AND MEN. IN ADDITION, STUDENTS RECREATE WITHIN A STRONG INTRAMURAL PROGRAM WHICH IS COMBINED WITH A RIGOROUS SCHEDULE OF SOCIAL AND ACADEMIC ACTIVITIES. STUDENT HEALTH IS STAFFED BY A FULL-TIME CAMPUS NURSE. PHYSICIANS ARE ON CALL AND AVAILABLE FOR STUDENT NEEDS. COUNSELING SERVICES ARE READILY AVAILABLE. A SECURE AND SAFE ENVIRONMENT CREATES THE FUNDAMENTALS FOR OUR COMPREHENSIVE RESIDENTIAL LIFE PROGRAM. 3667624 5177001 STUDENTS ARE HOUSED IN FIVE ATTRACTIVE MODERN DORMITORIES AND ONE OFF-CAMPUS HOUSE. INTERNET ACCESSIBILITY IS WIRELESS WITH EXCELLENT BANDWIDTH. MEALS ARE PROVIDED THROUGH A CONTRACTED FOOD SERVICE VENDOR. MEAL PLANS OFFER STUDENTS A VARIETY OF OPTIONS. THESE INCLUDE SPECIAL DIETARY RESTRICTIONS AND MEAL PLANS MATCHING STUDENT CLINICAL (HEALTH SCIENCE MAJORS) AND ATHLETIC SCHEDULES. DIETARY OPTIONS REFLECT CURRENT BEST PRACTICES FOR A HEALTHY LIFE-STYLE. TEXT BOOKS, STATIONARY, BRANDED CLOTHING, SNACKS, AND SUNDRIES ARE AVAILABLE IN OUR BOOKSTORE CONVENIENTLY LOCATED WITHIN THE COSGRAVE STUDENT CENTER. 29148010 1 1 0 1 0 0 0 1 0 1 1 0 0 0 1 1 1 0 1 0 1 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 3147 0 1 904 1 0 0 0 0 0 1 1 0 0 0 0 X 20 19 0 0 0 0 1 0 1 1 1 0 0 0 1 1 1 1 1 1 1 0 PA X DONNA YODER 8148866364 7373 ADMIRAL PEARY HIGHWAY CRESSON PA 16630 PHILIP DEVORRIS CHAIR 0.30 X X 0 0 0 MICHAEL MCLANAHAN VICE CHAIR 0.30 X X 0 0 0 MARK BARNHART TRUSTEE 0.30 X 0 0 0 ANN M BENZEL TRUSTEE 0.30 X 0 0 0 PAUL CALANDRA TRUSTEE 0.30 X 0 0 0 SR MARGARET A DOUGHERTY RSM TRUSTEE 0.30 X 0 0 0 SR MARY ELLEN FUHRMAN RSM TRUSTEE 0.30 X 0 0 0 JAMES H LYONS III TRUSTEE 0.30 X 0 0 0 R ADELE KUPCHELLA TRUSTEE 0.30 X 0 0 0 T SCOTT LAWHEAD TRUSTEE 0.30 X 0 0 0 SR LISA MARY MCCARTNEY PHD TRUSTEE 0.30 X 0 0 0 SR CYNTHIA MARCH RSM TRUSTEE 0.30 X 0 0 0 WILLIAM C POLACEK TRUSTEE 0.30 X 0 0 0 EDWARD J SHEEHAN JR TRUSTEE 0.30 X 0 0 0 JOSEPH S SHEETZ TRUSTEE 0.30 X 0 0 0 SR SARA SWEENEY RSM TRUSTEE 0.30 X 0 0 0 DEREK A WALKER TRUSTEE 0.30 X 0 0 0 ANNE WILMS TRUSTEE 0.30 X 0 0 0 DR CHRISTINE WISEMAN TRUSTEE 0.30 X 0 0 0 THOMAS P FOLEY PRESIDENT 60.00 X X 340962 0 43876 SUZANNE CAMPBELL SR VP FOR ADMINISTRATION 50.00 X 137759 0 14934 JENNIFER DUBUQUE VP INSTITUTIONAL ADVANCEME 40.00 X 122686 0 22553 FRANK CROUSE VP ENROLLMENT MANAGEMENT 40.00 X 115443 0 22027 DONNA K YODER CPA CFO/CONTROLLER 40.00 X 108917 0 12893 RICHARD J SHEA DIRECTOR OF INFORMATION TECHNOLOGY 40.00 X 100206 0 5204 925973 0 121487 6 0 1 0 PJ DICK INC PO BOX 6774 225 NORTH SHORE DR PITTSBURGH PA 15212 CONSTRUCTION SERVICES 3964734 METZ & ASSOCIATES LTD TWO WOODLAND DR DALLAS PA 18612 FOOD SERVICE 1270837 SEI PRIVATE TRUST CO 1 FREEDOM VALLEY DR OAKS PA 19456 INVESTMENT SERVICES 180068 SPILLMAN FARMER SHOEMAKER 1720 SPILLMAN DR SUITE 200 BETHLEHEM PA 18015 ARCHITECTS/DESIGN 176071 XEROX CORPORATION PO BOX 802555 CHICAGO IL 60680 PRINTER/COPIERS MAINTENANCE AGREEMENT 148110 9 52945 1225414 814799 10799 2093158 STUDENT TUITION & FEES 611710 30745083 30745083 AUXILIARY ENTERPRISES 611710 5177001 5177001 35922084 1889881 1889881 28727908 25392706 2542 3335202 -2542 3332660 3332660 4500 52945 20434 -15934 -15934 DEBT RECOVERY REVENUE 900099 27937 27937 PARKING & OTHER FEES 611710 18795 18795 SUMMER CAMPS 611710 6400 6400 67184 6469 60715 120316 43342165 35934953 0 5314054 7665308 7665308 387111 387111 12012661 9215251 2592682 204728 549488 424336 111632 13520 2161413 1636209 499422 25782 903543 673930 214617 14996 11043 11043 40540 40540 46410 46410 294350 294350 369197 275525 87743 5929 493000 369925 117805 5270 974371 715233 227771 31367 700778 531514 169264 1030697 781745 248952 349301 256385 81648 11268 663675 491423 172252 2596912 1969661 627251 395847 300079 95562 206 FOOD SERVICE 1179497 1086479 84074 8944 GRANT EXPENSES 704298 704298 TEXTBOOKS 532663 532663 DEPARTMENTAL EXPENSES 385407 355702 17034 12671 1563201 1162344 385435 15422 36010711 29148010 6466188 396513 3999 4061 17446483 11602100 1390174 1037193 2385620 1073648 889792 874628 235741 182243 441524 432698 107951176 44499802 60460908 63451374 53626696 61837457 4629499 5157436 469571 464675 141980007 146117513 1727564 1821047 704354 714301 18061776 17563785 2359923 2390244 22853617 22489377 X 112201514 116619381 3032929 2731936 3891947 4276819 119126390 123628136 141980007 146117513 X 7331454 -2809806 -19902 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 46410 46410 0 PART II-B, LINE 1: MOUNT ALOYSIUS PAID CONSULTANTS, RIDGE POLICY GROUP, LLC, TO MEET WITH LEGISLATIVE REPRESENTATIVES. 10799 287004 X X X 0 29998683 3986244 1248396 173671 30833 35028819 23754593 2201150 4215920 140985 31995 29998683 20012935 788863 3086232 103281 30156 23754593 19449336 728924 -65438 83636 16251 20012935 15300394 926276 3311847 81553 7628 19449336 0.83000 0.12000 0.05000 0 0 1674575 1674575 87047844 31078445 55969399 7934882 6787645 1147237 11293875 6633712 4660163 63451374 ANNUITIES PAYABLE 107058 ADVANCE FROM FEDERAL GOVERNMENT FOR STUDENT LOANS 1083607 INTEREST RATE SWAPS PAYABLE 1199579 2390244 X 32867583 -2809806 -7685210 -10495016 43362599 -20434 -20434 43342165 28365837 20434 20434 28345403 7665308 7665308 36010711 PART III, LINE 4: THE COLLEGE HOUSES A SMALL ART COLLECTION WHICH IS ON PUBLIC DISPLAY AS WELL AS BEING USED FOR EDUCATIONAL PURPOSES BY ART DEPARTMENT FACULTY. THE COLLEGE ALSO MAINTAINS A SMALL RELIGIOUS BOOK COLLECTION WHICH IS HOUSED IN THE LIBRARY AND ACCESSIBLE FOR RESEARCH. PART V, LINE 4: THE QUASI-ENDOWMENT FUNDS ARE MAINTAINED AS LONG-TERM INVESTMENTS, PROVIDING INTERGENERATIONAL EQUITY FOR COLLEGE SPENDING. INCOME FROM THE PERMANENT FUNDS IS USED FOR SCHOLARSHIPS. PART X, LINE 2: THE COLLEGE ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES USING 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 IS MET. MANAGEMENT DETERMINED THERE WERE NO TAX UNCERTAINTIES THAT MET THE RECOGNITION THRESHOLD IN FISCAL 2015 AND 2014. THE COLLEGE'S FEDERAL EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURNS REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE FOR THE YEARS SUBSEQUENT TO JUNE 30, 2011. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF INTEREST RATE SWAPS -15,755. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -4,147. SCHOLARSHIPS NETTED AGAINST TUITION ON FINANCIAL STATEMENTS -7,665,308. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSES -20,434. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSES 20,434. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS NETTED AGAINST TUITION ON FINANCIAL STATEMENTS 7,665,308. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 MOUNT ALOYSIUS COLLEGE PUBLISHES ITS RACIALLY NONDISCRIMINATORY POLICY ON THE INSIDE BACK COVER OF ITS STUDENT CATALOG AS WELL AS IN SEVERAL NEWSPAPERS IN THE SOLICITATION REGION. SCHEDULE E, PART I, LINE 6 THE COLLEGE RECEIVES VARIOUS FEDERAL GRANTS DIRECTLY FROM THE U.S. DEPARTMENT OF EDUCATION, INCLUDING SUPPLEMENTAL EDUCATION OPPORTUNITY GRANTS, COLLEGE WORK-STUDY FUNDING, AND PELL GRANTS. THE COLLEGE ALSO RECEIVES GRANTS FROM THE COMMONWEALTH OF PENNSYLVANIA, THE MOST SIGNIFICANT OF WHICH IS THE PHEAA GRANT. EUROPE (INCLUDING ICELAND & GREENLAND) PROGRAM SERVICE CONFERENCE/PROFESSIONAL DEVELOPMENT & PILGRIMAGE MISSION INTERGRATION 13268 SOUTH AMERICA PROGRAM SERVICE SERVICE LEARNING EXPENSE/MISSION 14546 NORTH AMERICA PROGRAM SERVICE CONFERENCE/PROFESSIONAL DEVELOPMENTS 4885 NORTH AMERICA PROGRAM SERVICES WOMEN'S VOLLEYBALL 2400 0 0 0 0 0 0 35099 0 35099 0 0 0 0 0 0 GOLF TOURNAMENT 57445 52945 4500 3891 5709 5133 5701 57445 52945 4500 3891 5709 5133 5701 20434 -15934 1 INSTITUTIONAL GRANTS/SCHOLARSHIPS 1338 7205249 CASH N/A SUPPLEMENTAL EMPLOYMENT OPPORTUNITY GRANT AWARDED TO STUDENTS FOR TUITION AND FEES 288 231831 CASH N/A ENDOWMENT SCHOLARSHIPS 204 228228 CASH N/A PART I, LINE 2: THE COLLEGE HAS A FINANCIAL AID DEPARTMENT WHICH FOLLOWS THE FEDERAL LAWS REGARDING STUDENT FINANCIAL AID ELIGIBILITY. RECORDS ARE MAINTAINED FOR ALL STUDENTS RECEIVING AID AND COLLEGE GRANTS. STUDENT GRANTS ARE POSTED TO STUDENT BILLING ACCOUNTS AS A PART OF THEIR FINANCIAL AID PACKAGE. THE COLLEGE DOES NOT PROVIDE GRANTS TO ANY OTHER ORGANIZATIONS OR INDIVIDUALS. X X X X 1 0 X X 0 0 0 0 0 0 0 1 0 THOMAS P FOLEY PRESIDENT 201330 0 96450 0 43182 0 23000 0 20876 0 384838 0 0 0 SUZANNE CAMPBELL SR VP FOR ADMINISTRATION 137759 0 0 0 0 0 9643 0 5291 0 152693 0 0 0 PART I, LINE 1A THOMAS P. FOLEY, PRESIDENT, RECEIVED A HOUSING ALLOWANCE, INCLUDING GROSS-UP PAYMENT TO COVER TAXES. THIS HOUSING ALLOWANCE AND GROSS-UP PAYMENT WAS INCLUDED IN HIS TAXABLE COMPENSATION. THE COLLEGE MAINTAINS A CORPORATE MEMBERSHIP IN A LOCAL SOCIAL CLUB WHICH IS USED BY THE PRESIDENT FOR CARRYING OUT VARIOUS COLLEGE FUNCTIONS. NOTHING IS INCLUDED IN TAXABLE COMPENSATION AS THE MEMBERSHIP IS STRICTLY FOR COLLEGE BUSINESS. PART I, LINE 7 THE COLLEGE AT ITS DISCRETION MAY AWARD A PERFORMANCE INCENTIVE TO CERTAIN OFFICERS. THE INCENTIVE REFLECTS THE EMPLOYEE'S SUCCESS IN ACHIEVING SPECIFIC GOALS AGREED TO BY THE BOARD AND SHALL BE AVAILABLE IN AMOUNTS UP TO 35% OF THE THEN BASE SALARY. A PENNSYLVANIA HIGHER EDUCATION FACILITIES AUTHORITY 232243852 70917NVR2 2003-06-12 5100000 CONSTRUCTION PROJECTS INCL RENOVATION OF STUDENT UNION AND DORMITORY 0 0 0 B PENNSYLVANIA HIGHER EDUCATION FACILITIES AUTHORITY 232243852 70917R2V6 2011-11-15 9956250 CONSTRUCTION OF NEW CONVOCATION CENTER 0 0 0 A 500000 5100000 110527 4989473 2006 0 0 1 1 B 9956250 133661 9822589 2013 0 0 1 1 A 0 0 1 1 0 0.00000 0.00000 0.00000 0 0 1 B 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 1 0 1 1 PNC 12.800000000000 0 0 0 0 1 B 0 0 0 1 0 0 0 0 1 A 1 B 1 DATE REBATE COMPUTATION PERFORMED ISSUER NAME: PENNSYLVANIA HIGHER EDUCATION FACILITIES AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 03/26/2013 FORM 990, PART VI, SECTION A, LINE 6 THE CONFERENCE FOR MERCY HIGHER EDUCATION IS A MEMBER OF MOUNT ALOYSIUS COLLEGE WHO HAS THE RIGHT OF FINAL APPROVAL OF THE BOARD OF TRUSTEES FOR CERTAIN ACTIONS. FORM 990, PART VI, SECTION A, LINE 7B THE MEMBER OF THE CORPORATION, THE CONFERENCE FOR MERCY HIGHER EDUCATION, HAS THE RIGHT OF FINAL APPROVAL OF ACTION OF THE BOARD OF TRUSTEES OF CERTAIN ITEMS INCLUDING APPOINTMENT OR REMOVAL OF THE PRESIDENT AND SELECTION OF MEMBERS OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11 THE AUDIT COMMITTEE CONDUCTED A REVIEW OF THE COMPLETE FORM 990. FOLLOWING REVIEW BY THE AUDIT COMMITTEE, THE PUBLIC INSPECTION COPY OF FORM 990 WAS MADE AVAILABLE TO ALL MEMBERS OF THE BOARD OF TRUSTEES UPON REQUEST BEFORE FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS MONITORED AND ENFORCED ON AN ANNUAL BASIS. FOR THE BOARD OF TRUSTEES, THE COMMITTEE ON TRUSTEES ENSURES THAT EACH TRUSTEE HAS COMPLETED A CONFLICT OF INTEREST FORM ON AN ANNUAL BASIS. THE COMMITTEE ON TRUSTEES THEN REVIEWS ALL FORMS FOR ANY IDENTIFIED CONFLICTS OF INTEREST. HUMAN RESOURCES ENSURES THAT EACH KEY EMPLOYEE HAS COMPLETED A CONFLICT OF INTEREST FORM ON AN ANNUAL BASIS. ALL KEY EMPLOYEE FORMS ARE REVIEWED BY HUMAN RESOURCES FOR ANY IDENTIFIED CONFLICTS OF INTEREST. ANY POTENTIAL CONFLICTS ARE THEN DEALT WITH ON A CASE-BY-CASE BASIS. BOARD TRUSTEES WITH AN IDENTIFIED CONFLICT OF INTEREST ARE EXPECTED TO ABSTAIN FROM VOTING, AND IF DETERMINED BY THE BOARD, TO WITHDRAW FROM THE MEETING. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE PRESIDENT IS DETERMINED BY THE BOARD OF TRUSTEES ON AN ANNUAL BASIS AND INCLUDES A DISCUSSION OF COMPARABLE SALARIES AS WELL AS CONTEMPORANEOUS DOCUMENTATION OF THE DELIBERATION AND DECISION. COMPENSATION OF OTHER OFFICERS OR KEY EMPLOYEES IS DETERMINED BY A COLLEGE COMPENSATION COMMITTEE. COMPARABILITY DATA IS USED, AND CONTEMPORANEOUS DOCUMENTATION OF THE DELIBERATION AND DECISION TAKES PLACE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S FINANCIAL STATEMENTS, GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF INTEREST RATE SWAPS -15,755. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -4,147. CONFERENCE FOR MERCY HIGHER EDUCATION 8630 FENTON STREET SUITE 934 SILVER SPRING MD 20910 431973007 SPONSORSHIP OVERSIGHT TO COLLEGES FOUNDED BY SISTERS OF MERCY MD 501(C)(3) N/A 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0