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ROBERT MORRIS UNIVERSITY: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
ROBERT MORRIS UNIVERSITY (EIN 25-1120678)
Tax period
2013-06-01 to 2014-05-31
Filed
2015-04-14
IRS object ID
201521049349300802
Schema version
2013v4.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2015-04-14T10:31:35-05:00ReturnTs
Tax Period End2014-05-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN861065772PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DELOITTE TAX LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1111 MONUMENT CIRCLE STE 2000AddressLine1
CityINDIANAPOLISCity
StateINState
ZIP Code462045108ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-06-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN251120678EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ROBERT MORRIS UNIVERSITY 5-31-14BusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlROBEBusinessNameControlTxt
Phone4123975263PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16001 UNIVERSITY BLVD REVERE CENTERAddressLine1
CityMOON TOWNSHIPCity
StatePAState
ZIP Code151081189ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGREGORY G DELL'OMOPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4123975263PhoneNum
Signature2015-04-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJEFFERY FRANKPreparerPersonNm
PTINP00287234PTIN
Phone3174648600PhoneNum
Preparation2015-04-14PreparationDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerGREGORY G DELL'OMOPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line16001 UNIVERSITY BLVD REVERE CENTERAddressLine1
CityMOON TOWNSHIPCity
StatePAState
ZIP Code151081189ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$159,402,455GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.RMU.EDUWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1921FormationYr
Legal Domicile StatePALegalDomicileStateCd
Activity Or MissionEDUCATIONAL INSTITUTIONActivityOrMissionDesc
Voting Members Governing Body32VotingMembersGoverningBodyCnt
Voting Members Independent32VotingMembersIndependentCnt
Total Employee2054TotalEmployeeCnt
Total Volunteers32TotalVolunteersCnt
Total Gross UBI$5,832,791TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$5,464,737PYContributionsGrantsAmt
CY Contributions Grants$5,933,773CYContributionsGrantsAmt
PY Program Service Revenue$142,463,840PYProgramServiceRevenueAmt
CY Program Service Revenue$151,498,325CYProgramServiceRevenueAmt
PY Investment Income$2,595,555PYInvestmentIncomeAmt
CY Investment Income$868,408CYInvestmentIncomeAmt
PY Other Revenue$133,246PYOtherRevenueAmt
CY Other Revenue$118,834CYOtherRevenueAmt
PY Total Revenue$150,657,378PYTotalRevenueAmt
CY Total Revenue$158,419,340CYTotalRevenueAmt
PY Grants And Similar Paid$30,871,072PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$34,624,147CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$59,322,854PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$63,852,805CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$91,405CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$4,454,958CYTotalFundraisingExpenseAmt
PY Other Expenses$54,928,471PYOtherExpensesAmt
CY Other Expenses$54,604,940CYOtherExpensesAmt
PY Total Expenses$145,122,397PYTotalExpensesAmt
CY Total Expenses$153,173,297CYTotalExpensesAmt
PY Revenues Less Expenses$5,534,981PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$5,246,043CYRevenuesLessExpensesAmt
Total Assets BOY$213,685,750TotalAssetsBOYAmt
Total Assets EOY$216,846,121TotalAssetsEOYAmt
Total Liabilities BOY$116,815,240TotalLiabilitiesBOYAmt
Total Liabilities EOY$111,913,749TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$96,870,510NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$104,932,372NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionROBERT 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 SUPPPORTIVE ENVIRONEMNT, ENABLES OUR STUDENT TO DEVELOP STRONG COMMUNICATION SKILLS, EXCEL WITHIN COLLABORATE SETTINGS, EFFECTIVELY ADDRESS COMPLEX PROBLEMS WITH INNOVATIVE SOLUTIONS, AND LEAD WITH INTEGRITY AND COMPASSION THROUGOUT THEIR LIVES IN A DIVERSE AND RAPIDLY CHANGING WORLD.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$37,618,465ExpenseAmt
Revenue$88,419,146RevenueAmt
DescINSTRUCTION EXPENSES; DIRECT COSTS OF ALL ACTIVITIES THAT ARE PART OF THE UNIVERSITY'S INSTRUCTION PROGRAMS FROM ACADEMIC DEPARTMENTSDesc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$34,624,147ExpenseAmt
Grant$34,624,147GrantAmt
Revenue$34,624,147RevenueAmt
DescSCHOLARSHIPS AND FELLOWSHIPSDesc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$18,169,059ExpenseAmt
Revenue$27,628,843RevenueAmt
DescSTUDENT SERVICES: INCLUDES EXPENSES FOR THE OFFICES OF FINANCIAL AID ADMIN., ENROLLMENT MANAGEMENT, REGISTRAR, ATHELTICS AND THOSE ACTIVITIES WHOSE PRIMARY PURPOSE IS TO CONTRIBUTE TO THE STUDENT'S EMOTIONAL AND PHYSICAL WELL BEING.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (3 entries)

ExpenseExpenseAmtRevenueRevenueAmtDescDescGrantGrantAmt
$53,556,298$927,171AUXILIARY ENTERPRISES: RESIDENCE HALLS, DINING HALLS, RECREATIONAL
ACADEMIC SUPPORT: THESE ARE NOT DIRECT COSTS OF INSTRUCTION BUT COSTS THAT SUPPORT THE SCHOOLS BUT IN AND OF THEMSELVES GENERATE NO REVENUE. COSTS INCLUDE ACADEMIC SUPPORT COSTS SUCH AS THE DEANS OF THE SCHOOLS, IT, THE LIBRARY AND A LARGE PERCENTAGE OF INSTITUTIONAL SUPPORT (INSTITUTIONAL ADVANCEMENT, PUBLIC RELATIONS, HR, OFFICE OF PROVOST, FINANCIAL ADMINISTRATION, PUBLIC SAFETY, OFFICE OF PRESIDENT, GENERAL UNIVERSITY ADMIN #3250) AND AUXILIARY (FOOD SERVICE, GROUNDS AND BUILDING COSTS, CONFERENCE CENTERS, ISC OPERATIONS).
$151,454$0PUBLIC SERVICES: INCLUDES EXPENSES FOR ACTIVITIES THAT ARE ESTABLISHED PRIMARILY TO PROVIDE NON-INSTRUCTIONAL SERVICES BENEFICIAL TO INDIVIDUAL AND GROUPS EXTERNAL TO THE UNIVERSITY (CONFERENCES, INSTITUTES AND HIGH SCHOOL PROGRAMS)$0
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$53,707,752TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$0TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$927,171TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$144,119,423TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School OperatingYes (1)SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional FundraisingYes (1)ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt BondsYes (1)TaxExemptBondsInd
Invest Tax Exempt Bonds0InvestTaxExemptBondsInd
Escrow Account0EscrowAccountInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related PersonYes (1)GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (1)BusinessRlnWithFamMemInd
Business Rln With Officer EntYes (1)BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control Ent0TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document365IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee2054EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Form8282 Filed0Form8282FiledCnt
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members32GoverningBodyVotingMembersCnt
Independent Voting Member32IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldAKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldAZStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCOStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JEFFREY LISTWAKBusinessNameLine1
FieldValueIRS element (for citing)
Phone4123975263PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16001 UNIVERSITY BLVDAddressLine1
CityMOON TOWNSHIPCity
StatePAState
ZIP Code15108ZIPCode

Form990 Part VII Section A Form990PartVIISectionAGrp (64 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
GARY R CLAUS
CHAIRMAN5.00Yes (X)$0$0$0
RICHARD J HARSHMAN
VICE CHAIR2.00Yes (X)$0$0$0
STEPHEN W KLEMASH
VICE CHAIR2.00Yes (X)$0$0$0
MICHAEL BARBARITA
TRUSTEE2.00Yes (X)$0$0$0
JEFF D BERGMAN
TRUSTEE2.00Yes (X)$0$0$0
JEFFREY S BROADHURST
TRUSTEE2.00Yes (X)$0$0$0
CARRIE COGHILL
TRUSTEE2.00Yes (X)$0$0$0
KEVIN COLBERT
TRUSTEE2.00Yes (X)$0$0$0
WILLIAM COPELAND
EMERITUS TRUSTEE2.00Yes (X)$0$0$0
DEBORAH A CUNNINGHAM
TRUSTEE2.00Yes (X)$0$0$0
JOSEPH DIANGELO
TRUSTEE2.00Yes (X)$0$0$0
MARGARET DICUCCIO
TRUSTEE2.00Yes (X)$0$0$0
ELIZABETH DICKEY
EMERITUS TRUSTEE (THRU NOV. 2013)2.00Yes (X)$0$0$0
WELLING FRAUEHAUF
EMERITUS TRUSTEE2.00Yes (X)$0$0$0
VICTOR GREGOVITS
TRUSTEE2.00Yes (X)$0$0$0
CHARLES HOMAN
TRUSTEE2.00Yes (X)$0$0$0
THOMAS HUNLEY
TRUSTEE2.00Yes (X)$0$0$0
ALEX JOHNSON
TRUSTEE2.00Yes (X)$0$0$0
DAVID LANCIA
TRUSTEE2.00Yes (X)$0$0$0
MARGARET LARKINS-PETTIGREW
TRUSTEE2.00Yes (X)$0$0$0
KAREN L LARRIMER
TRUSTEE2.00Yes (X)$0$0$0
DAVID J MALONE
TRUSTEE2.00Yes (X)$0$0$0
RALPH MARTIN
TRUSTEE2.00Yes (X)$0$0$0
BARBARA A MCNEES
EMERITUS TRUSTEE (THRU 7/18/13)2.00Yes (X)$0$0$0
NORMAN MITRY
TRUSTEE2.00Yes (X)$0$0$0
FRANK MOLINERO
TRUSTEE2.00Yes (X)$0$0$0
GERD D MUELLER
EMERITUS TRUSTEE2.00Yes (X)$0$0$0
JOSEPH W NOCITO
TRUSTEE2.00Yes (X)$0$0$0
KOLIA O'CONNOR
TRUSTEE2.00Yes (X)$0$0$0
NICK PRATER
EMERITUS TRUSTEE2.00Yes (X)$0$0$0
ROBERT W ROGERS
EMERITUS TRUSTEE2.00Yes (X)$0$0$0
PATRICIA R ROONEY
EMERITUS TRUSTEE (THRU 9/13/13)2.00Yes (X)$0$0$0
JAMES RUDOLPH
EMERITUS TRUSTEE2.00Yes (X)$0$0$0
ROBIN SANDERS
TRUSTEE2.00Yes (X)$0$0$0
THERESA SCHEETZ
EMERITUS TRUSTEE2.00Yes (X)$0$0$0
MICHAEL SMITH
TRUSTEE2.00Yes (X)$0$0$0
GARY SOKULSKI
TRUSTEE2.00Yes (X)$0$0$0
GREGORY SPENCER
TRUSTEE2.00Yes (X)$0$0$0
THOMAS STERLING
TRUSTEE2.00Yes (X)$0$0$0
SUSAN M SUVER
TRUSTEE2.00Yes (X)$0$0$0
STEPHEN A VAN OSS
TRUSTEE2.00Yes (X)$0$0$0
JOHN VIEHMAN
EMERITUS TRUSTEE2.00Yes (X)$0$0$0
JOHN WALDRON
TRUSTEE2.00Yes (X)$0$0$0
RENEE CAVALOVITCH
BOARD OF SECRETARY2.00Yes (X)$0$0$0
GREGORY G DELL'OMO
PRESIDENT50.00$506,441$0$96,547Yes (X)
DAN W KIENER
SR VP BUSINESS AFFAIRS50.00$325,183$0$49,974Yes (X)
RENEE T CAVALOVITCH
VP AND GENERAL COUNSEL50.00$97,707$0$7,156Yes (X)
DAVID L JAMISON
PROVOST, SR. VP ACAD.50.00$282,300$0$39,975Yes (X)
JAY T CARSON
SR. VP INSITUTION ADV50.00$272,511$0$52,320Yes (X)
JEFFREY A LISTWAK
VP FINANCIAL OPERATIONS50.00$211,886$0$39,661Yes (X)
PETER K FAIX
VP HUMAN RESOURCES50.00$212,486$0$34,012Yes (X)
JOHN M BEEHLER
DEAN, SCHOOL OF BUSINESS50.00$265,230$0$47,303Yes (X)
WENDY C BECKEMEYER
VP ENROLLMENT50.00$217,519$0$39,357Yes (X)
DERYA A JACOBS
VICE PRESIDENT AND SR. VICE PROVOST50.00$230,343$0$38,849Yes (X)
ELLEN G WIECKOWSKI
VP OF INFO TECHNOLOGY50.00$191,253$0$28,323Yes (X)
JOHN MICHALENKO
VP STUDENT LIFE50.00$181,546$0$37,643Yes (X)
MARY ANN RAFOTH
DEAN EDU AND SOC SCI50.00$169,242$0$18,604Yes (X)
PERRY F ROOFNER
VP FOR FACILITIES50.00$203,617$0$35,384Yes (X)
ANDREW TOOLE
HEAD BASKETBALL COACH40.00$263,243$0$31,845Yes (X)
DAVID R MAJKA
VICE PROVOST40.00$187,785$0$9,568Yes (X)
DARCY B TANNEHILL
VP ONLINE40.00$198,769$0$23,128Yes (X)
FRANK FLANEGIN
PROFESSOR OF FINANCE40.00$183,719$0$34,001Yes (X)
LYNDA J DAVIDSON
PROFESSOR OF NURSING40.00$202,350$0$18,614Yes (X)
SIDNEY ZONN
VP & GEN COUNSEL, SECT.50.00$122,744$0$19,074Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$4,525,874TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$701,338TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K127IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (1)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1CityContractorAddress/USAddress/CityStateContractorAddress/USAddress/StateZIP CodeContractorAddress/USAddress/ZIPCodeServicesServicesDescCompensationCompensationAmt
ROSS BIANCO
612 CALIFORNIA AVEPITTSBURGHPA15202ARCHITECTURAL ENGINEERING & CONSTRUCTION$302,332
STEEL CITY HOCKEY REFEREES LLC
9 EHLE AVENUECORAOPOLISPA15108ATHLETIC REFEREES$228,490
DELOITTE & TOUCHE LLP
13943 COLLECTIONS CENTER DRIVECHICAGOIL60693ACCOUNTING & AUDITING$196,342
PREMIER TECHNOLOGY SYSTEMS
2800 NORTH MAIN STREET EXTENSIONWASHINGTONPA15301VOICE & DATA CABLING$162,082
DQE COMMUNICATIONS LLC
411 SEVENTH AVEPITTSBURGHPA15219INTERNET FIBER CONNECTION LEASE$130,900
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K5CntrctRcvdGreaterThan100KCnt
Government Grants$1,716,988GovernmentGrantsAmt
All Other Contributions$4,216,785AllOtherContributionsAmt
Noncash Contributions$92,433NoncashContributionsAmt
Total Contributions$5,933,773TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
TUITION AND FEES611710$120,899,387$120,899,387
AUXILIARY ENTERPRISES611710$21,291,613$21,291,613
ISLAND SPORTS CENTER713940$4,797,121$4,797,121
OTHER REVENUES611710$2,261,215$2,261,215
HOLIDAY INN REVENUES611710$519,495$519,495

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,729,494TotalRevenueColumnAmt
Related Or Exempt Func Income$1,213,319RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$516,175UnrelatedBusinessRevenueAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$151,498,325TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$732,860TotalRevenueColumnAmt
Exclusion$732,860ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,002,774SecuritiesAmt
Other$29,425OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$896,651SecuritiesAmt
Other$0OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$106,123SecuritiesAmt
Other$29,425OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$135,548TotalRevenueColumnAmt
Exclusion$135,548ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$205,298FundraisingGrossIncomeAmt
Fundraising Direct Expenses$86,464FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$118,834TotalRevenueColumnAmt
Exclusion$118,834ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$158,419,340TotalRevenueColumnAmt
Related Or Exempt Func Income$145,665,534RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$5,832,791UnrelatedBusinessRevenueAmt
Exclusion$987,242ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$43,400TotalAmt
Program Services$43,400ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$34,580,747TotalAmt
Program Services$34,580,747ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$3,807,961TotalAmt
Program Services$2,291,659ProgramServicesAmt
Management And General$1,161,213ManagementAndGeneralAmt
Fundraising$355,089FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$45,093,426TotalAmt
Program Services$41,788,078ProgramServicesAmt
Management And General$1,609,835ManagementAndGeneralAmt
Fundraising$1,695,513FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$3,316,487TotalAmt
Program Services$3,123,467ProgramServicesAmt
Management And General$82,581ManagementAndGeneralAmt
Fundraising$110,439FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$8,185,387TotalAmt
Program Services$7,708,998ProgramServicesAmt
Management And General$203,816ManagementAndGeneralAmt
Fundraising$272,573FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$3,449,544TotalAmt
Program Services$3,248,780ProgramServicesAmt
Management And General$85,894ManagementAndGeneralAmt
Fundraising$114,870FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$151,640TotalAmt
Program Services$142,814ProgramServicesAmt
Management And General$3,776ManagementAndGeneralAmt
Fundraising$5,050FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$197,641TotalAmt
Program Services$186,139ProgramServicesAmt
Management And General$4,921ManagementAndGeneralAmt
Fundraising$6,581FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$98,364TotalAmt
Management And General$98,364ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$91,405TotalAmt
Fundraising$91,405FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$18,019,929TotalAmt
Program Services$16,971,170ProgramServicesAmt
Management And General$448,697ManagementAndGeneralAmt
Fundraising$600,062FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,393,872TotalAmt
Program Services$1,312,749ProgramServicesAmt
Management And General$34,707ManagementAndGeneralAmt
Fundraising$46,416FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$2,794,477TotalAmt
Program Services$2,631,839ProgramServicesAmt
Management And General$69,582ManagementAndGeneralAmt
Fundraising$93,056FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$3,295,664TotalAmt
Program Services$3,103,856ProgramServicesAmt
Management And General$82,062ManagementAndGeneralAmt
Fundraising$109,746FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$3,402,875TotalAmt
Program Services$3,204,827ProgramServicesAmt
Management And General$84,732ManagementAndGeneralAmt
Fundraising$113,316FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$3,213,096TotalAmt
Program Services$3,026,094ProgramServicesAmt
Management And General$80,006ManagementAndGeneralAmt
Fundraising$106,996FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$4,405,681TotalAmt
Program Services$4,149,271ProgramServicesAmt
Management And General$109,701ManagementAndGeneralAmt
Fundraising$146,709FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$11,283,861TotalAmt
Program Services$10,627,140ProgramServicesAmt
Management And General$280,968ManagementAndGeneralAmt
Fundraising$375,753FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$919,603TotalAmt
Program Services$866,082ProgramServicesAmt
Management And General$22,898ManagementAndGeneralAmt
Fundraising$30,623FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
BAD DEBT EXPENSE$1,426,895$1,343,849$35,530$47,516
OTHER COSTS$1,041,338$980,732$25,929$34,677
NON CAPITAL EQUIPMENT$1,015,823$956,702$25,294$33,827
DUES AND SUBSCRIPTIONS$442,913$417,135$11,029$14,749

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$1,501,268TotalAmt
Program Services$1,413,895ProgramServicesAmt
Management And General$37,381ManagementAndGeneralAmt
Fundraising$49,992FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$153,173,297TotalAmt
Program Services$144,119,423ProgramServicesAmt
Management And General$4,598,916ManagementAndGeneralAmt
Fundraising$4,454,958FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,269,727BOYAmt
EOY$382,657EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$15,948,053BOYAmt
EOY$20,815,867EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,513,234BOYAmt
EOY$1,303,736EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,794,422BOYAmt
EOY$1,569,189EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$318,251BOYAmt
EOY$357,692EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$343,671BOYAmt
EOY$271,644EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$798,452BOYAmt
EOY$997,094EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$251,401,538LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$100,765,885LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$152,000,559BOYAmt
EOY$150,635,653EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$28,594,997BOYAmt
EOY$32,200,008EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$11,104,384BOYAmt
EOY$8,312,581EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$213,685,750BOYAmt
EOY$216,846,121EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$18,427,004BOYAmt
EOY$17,880,628EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$7,503,874BOYAmt
EOY$7,356,287EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$53,631,705BOYAmt
EOY$51,261,092EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$35,271,592BOYAmt
EOY$33,919,262EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,981,065BOYAmt
EOY$1,496,480EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$116,815,240BOYAmt
EOY$111,913,749EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$77,227,930BOYAmt
EOY$82,370,859EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$10,135,163BOYAmt
EOY$12,740,377EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$9,507,417BOYAmt
EOY$9,821,136EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$96,870,510BOYAmt
EOY$104,932,372EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$213,685,750BOYAmt
EOY$216,846,121EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$5,246,043ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$2,815,819NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$98,364FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$98,364FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$153,074,932FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$153,173,296FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,000,000FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$250,000FilingOrganizationsTotalAmt

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year Minus3$1,000,000CurrentYearMinus3Amt
Current Year Minus2$1,000,000CurrentYearMinus2Amt
Current Year Minus1$1,000,000CurrentYearMinus1Amt
Current Year$1,000,000CurrentYearAmt
Total$4,000,000TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$6,000,000LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$62,831CurrentYearMinus3Amt
Current Year Minus2$85,882CurrentYearMinus2Amt
Current Year Minus1$92,966CurrentYearMinus1Amt
Current Year$98,364CurrentYearAmt
Total$340,043TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus3$250,000CurrentYearMinus3Amt
Current Year Minus2$250,000CurrentYearMinus2Amt
Current Year Minus1$250,000CurrentYearMinus1Amt
Current Year$250,000CurrentYearAmt
Total$1,000,000TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$1,500,000GrassrootsCeilingAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$28,594,244BeginningYearBalanceAmt
Contributions$872,830ContributionsAmt
Investment Earnings Or Losses$3,556,724InvestmentEarningsOrLossesAmt
Other Expenditures$998,260OtherExpendituresAmt
End Year Balance$32,025,538EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$24,786,383BeginningYearBalanceAmt
Contributions$437,815ContributionsAmt
Investment Earnings Or Losses$4,384,510InvestmentEarningsOrLossesAmt
Other Expenditures$1,014,464OtherExpendituresAmt
End Year Balance$28,594,244EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$26,696,814BeginningYearBalanceAmt
Contributions$294,143ContributionsAmt
Investment Earnings Or Losses-$1,120,820InvestmentEarningsOrLossesAmt
Other Expenditures$1,083,754OtherExpendituresAmt
End Year Balance$24,786,383EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$19,491,552BeginningYearBalanceAmt
Contributions$4,153,189ContributionsAmt
Investment Earnings Or Losses$3,932,311InvestmentEarningsOrLossesAmt
Other Expenditures$880,238OtherExpendituresAmt
End Year Balance$26,696,814EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$17,253,506BeginningYearBalanceAmt
Contributions$831,255ContributionsAmt
Investment Earnings Or Losses$2,580,924InvestmentEarningsOrLossesAmt
Other Expenditures$1,174,133OtherExpendituresAmt
End Year Balance$19,491,552EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.46000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.31000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.23000TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$5,403,855OtherCostOrOtherBasisAmt
Book Value$5,403,855BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$162,576,904OtherCostOrOtherBasisAmt
Depreciation$40,000,174DepreciationAmt
Book Value$122,576,730BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$24,681,163OtherCostOrOtherBasisAmt
Depreciation$10,643,364DepreciationAmt
Book Value$14,037,799BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$56,637,860OtherCostOrOtherBasisAmt
Depreciation$38,299,813DepreciationAmt
Book Value$18,338,047BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,101,756OtherCostOrOtherBasisAmt
Depreciation$11,822,534DepreciationAmt
Book Value-$9,720,778BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$150,635,653TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
FEDERAL GOVT ADVANCES FOR STUDENT LOANS$1,146,151
FUNDS HELD IN CUSTODY FOR OTHERS$350,329
FieldValueIRS element (for citing)
Total Liability$1,496,480TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$126,611,012TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$2,815,819NetUnrealizedGainsInvstAmt
Revenue Not Reported$2,815,819RevenueNotReportedAmt
Revenue Subtotal$123,795,193RevenueSubtotalAmt
Other Revenues Not Included$34,624,147OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$34,624,147RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$158,419,340TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$118,549,150TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$118,549,150ExpensesSubtotalAmt
Other Expenses Not Included$34,624,147OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$34,624,147ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$153,173,297TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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, 2011, 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 34,624,147.
PART XII, LINE 4B - OTHER ADJUSTMENTS:SCHOLARSHIP ALLOWANCES 34,624,147.

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (1)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (1)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (1)PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (1)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (1)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (1)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (1)MaintainCpyOfAllSolInd
Discriminate Race Stdnts Rghts0DiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss Plcy0DiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm Fculty0DiscriminateRaceEmplmFcultyInd
Discriminate Race Schs0DiscriminateRaceSchsInd
Discriminate Race Educ Plcy0DiscriminateRaceEducPlcyInd
Discriminate Race Use Of Fclts0DiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt Prog0DiscriminateRaceAthltProgInd
Discriminate Race Other Acty0DiscriminateRaceOtherActyInd
Government Financial Aid RcvdYes (1)GovernmentFinancialAidRcvdInd
Government Financial Aid Rvkd0GovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (1)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE E, PART I, LINE 3FormAndLineReferenceDesc
ExplanationA STATEMENT CONCERNING THE UNIVERSITY'S NON-DISCRIMINATORY POLICY IS INCLUDED IN ALL ADVERTISING.ExplanationTxt

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (4 entries)

RegionRegionTxtType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
CENTRAL AMERICA & THE CARIBBEANPROGRAM SERVICESSTUDY ABROAD PROGRAMS, 70 PARTICIPANTS$174,077
EUROPE (INCLUDING ICELAND & GREENLAND)PROGRAM SERVICESSTUDY ABROAD PROGRAMS, 43 PARTICIPANTS$164,338
MIDDLE EAST AND NORTH AFRICAPROGRAM SERVICESSTUDY ABROAD PROGRAMS, 10 PARTICIPANTS$28,174
EAST ASIA AND THE PACIFICPROGRAM SERVICESSTUDY ABROAD PROGRAMS, 12 PARTICIPANTS$26,638
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continutation Total Office0ContinutationTotalOfficeCnt
Continutation Total Employee0ContinutationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$393,227SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$393,227TotalSpentAmt
Transfer To Foreign CorpYes (1)TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp Ownership0ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign Partnership0ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationTHE UNIVERSITY DOES NOT ISSUE GRANTS OUTSIDE THE US, BUT IT DOES INCUR EXPENSES FOR STUDENTS STUDYING ABROAD. STUDENTS PAY THEIR REGUALR RMU TUITION, AND THE UNIVERSITY IN TURN PAYS THEIR TUITION TO THE FOREIGN INSTITUTION THAT THEY WILL BE ATTENDING. THOSE EXPENSE ARE TRACKED IN THE STUDY ABROAD OFFICE AND IN THE GENERAL LEDGER.ExplanationTxt

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Agrmt Prof Fundraising ActyYes (1)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

Organization Business Name OrganizationBusinessName

FieldValueIRS element (for citing)
Business Name Line1ADVANCEMENT SERVICES INCBusinessNameLine1

US Address USAddress

FieldValueIRS element (for citing)
Address Line11920 EAST PARHAM RDAddressLine1
CityRICHMONDCity
StateVAState
ZIP Code23228ZIPCode
FieldValueIRS element (for citing)
ActivitySEE NOTES BELOWActivityTxt
Fundraiser Control Of Funds0FundraiserControlOfFundsInd
Gross Receipts$54,579GrossReceiptsAmt
Retained By Contractor$91,405RetainedByContractorAmt
Net To Organization$36,826NetToOrganizationAmt
FieldValueIRS element (for citing)
Total Gross Receipts$54,579TotalGrossReceiptsAmt
Total Retained By Contractors$91,405TotalRetainedByContractorsAmt
Total Net To Organization$36,826TotalNetToOrganizationAmt
Licensed StatesPALicensedStatesCd
Licensed StatesAKLicensedStatesCd
Licensed StatesAZLicensedStatesCd
Licensed StatesCOLicensedStatesCd
Licensed StatesKYLicensedStatesCd
Licensed StatesMDLicensedStatesCd
Licensed StatesMALicensedStatesCd
Licensed StatesMILicensedStatesCd
Licensed StatesNHLicensedStatesCd
Licensed StatesOHLicensedStatesCd
Licensed StatesOKLicensedStatesCd
Licensed StatesORLicensedStatesCd
Licensed StatesSCLicensedStatesCd
Licensed StatesWALicensedStatesCd
Licensed StatesALLicensedStatesCd
Licensed StatesARLicensedStatesCd
Licensed StatesCALicensedStatesCd
Licensed StatesCTLicensedStatesCd
Licensed StatesFLLicensedStatesCd
Licensed StatesGALicensedStatesCd
Licensed StatesHILicensedStatesCd
Licensed StatesILLicensedStatesCd
Licensed StatesKSLicensedStatesCd
Licensed StatesLALicensedStatesCd
Licensed StatesMELicensedStatesCd
Licensed StatesNJLicensedStatesCd
Licensed StatesMNLicensedStatesCd
Licensed StatesMOLicensedStatesCd
Licensed StatesMSLicensedStatesCd
Licensed StatesNMLicensedStatesCd
Licensed StatesNYLicensedStatesCd
Licensed StatesNCLicensedStatesCd
Licensed StatesNDLicensedStatesCd
Licensed StatesRILicensedStatesCd
Licensed StatesTNLicensedStatesCd
Licensed StatesUTLicensedStatesCd
Licensed StatesVALicensedStatesCd
Licensed StatesWVLicensedStatesCd
Licensed StatesWILicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Name Of Event1WALTON GOLF TOURN.NameOfEvent1Amt
Gross Receipts Event1$93,138GrossReceiptsEvent1Amt
Gross Revenue Event1$93,138GrossRevenueEvent1Amt
Non Cash Prizes Event1$5,635NonCashPrizesEvent1Amt
Rent Facility Costs Event1$10,000RentFacilityCostsEvent1Amt
Food And Beverage Event1$14,298FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$439OtherDirectExpensesEvent1Amt
Name Of Event2ALUMNI GOLF OUTINGNameOfEvent2Amt
Gross Receipts Event2$77,695GrossReceiptsEvent2Amt
Gross Revenue Event2$77,695GrossRevenueEvent2Amt
Non Cash Prizes Event2$9,375NonCashPrizesEvent2Amt
Rent Facility Costs Event2$8,312RentFacilityCostsEvent2Amt
Food And Beverage Event2$17,968FoodAndBeverageEvent2Amt
Other Direct Expenses Event2$210OtherDirectExpensesEvent2Amt
Other Events Total1OtherEventsTotalCnt
Gross Receipts Other Events$34,465GrossReceiptsOtherEventsAmt
Gross Revenue Other Events$34,465GrossRevenueOtherEventsAmt
Non Cash Prizes Other Events$2,982NonCashPrizesOtherEventsAmt
Rent Fclty Costs Other Events$12,000RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events$5,245FoodAndBeverageOtherEventsAmt
Gross Receipts Total$205,298GrossReceiptsTotalAmt
Gross Revenue Total Events$205,298GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$17,992NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$30,312RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$37,511FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$649OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$86,464DirectExpenseSummaryEventsAmt
Net Income Summary$118,834NetIncomeSummaryAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE G, PART I, LINE 2B, COLUMN (V)FormAndLineReferenceDesc
ExplanationADVANCEMENT SERVICES (ROYALL) WAS HIRED TO HELP ADVANCE OUR ANNUAL GIVING FUNDRAISING. THE EMPHASIS OF THE INITIATIVE WAS TO INCREASE ALUMNI PARTICIPATION THROUGH ACQUISITION OF NEW ALUMNI DONORS. THE COMPANY CREATED AND MANAGED OUR CALENDAR YEAR END AND FISCAL YEAR END SOLICITATIONS. THEY MADE A MAJOR ERROR BY SOLICITING A NUMBER OF OUR PRESIDENT'S COUNCIL DONORS THROUGH THE CALENDAR YEAR END SOLICITATION. THEIR EFFORTS TO INCREASE THE NUMBER OF NEW ALUMNI DONORS TO RMU FELL SHORT. WE TERMINATED THEIR INVOLVEMENT AT THE END OF FISCAL YEAR 13/14. WE DID GAIN VALUABLE ANALYSIS AND INFORMATION PERTAINING TO CONSECUTIVE GIVING BY ALUMNI, FIRST TIME DONOR RECOGNITION, RENEWAL RATES FROM CONSECUTIVE DONORS AND APPROPRIATE ALUMNI SEGMENTS TO TARGET. WE HAVE BEEN ABLE TO UTILIZE THIS INFORMATION IN OUR CURRENT ANNUAL FUNDRAISING STRATEGIES FOR FISCAL YEAR 14/15. WE REQUESTED A REFUND FROM ROYALL FOR THEIR MISTAKE AND THE POOR RESULTS. THIS REQUEST WAS DENIED. WE SHARED ALL THIS INFORMATION WITH THE ADMISSIONS TEAM AT RMU AS THIS GROUP UTILIZES ROYALL FOR ENROLLMENT PURPOSES. ADMISSIONS UTILIZED THIS INFORMATION TO SUCCESSFULLY NEGOTIATE A TWO (2) YEAR CONTRACT FOR THE USE OF A ROYALL TOOL, KNOWN AS DEPOSITIQ, AT NO COST TO RMU. THIS TOOL ASSISTS ADMISSION OFFICES IN ACQUIRING ENROLLMENT DEPOSITS FROM STUDENTS AND/OR THEIR FAMILIES WHO INTEND TO ENROLL. THE FEE FOR THIS TOOL IS $30,0000 PER YEAR. RMU WILL SAVE $60,000 OVER TWO YEARS AS A RESULT. THIS "MAKE GOOD" OFFERED BY ROYALL AND ACCEPTED BY THE UNIVERSITY, MORE THAN SATISFIES THE DISCREPANCY BETWEEN THE AMOUNT OF MONEY WE SPENT ON ROYALL'S FUNDRAISING SERVICES AND THE DOLLARS RAISED.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1NEEDBusinessNameLine1

US Address USAddress

FieldValueIRS element (for citing)
Address Line1332 FIFTH AVENUEAddressLine1
CityPITTSBURGHCity
StatePAState
ZIP Code15222ZIPCode
FieldValueIRS element (for citing)
Recipient EIN256070821RecipientEIN
IRC Section501(C)(3)IRCSectionDesc
Cash Grant$43,400CashGrantAmt
Non Cash Assistance$0NonCashAssistanceAmt
Purpose Of GrantFINANCIAL AID TO MINORITY STUDENTSPurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmt
INTERNAL SCHOLARSHIPS & GRANTS3403$34,066,463$0
EXTERNAL SCHOLARSHIPS & GRANTS251$514,284$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationGRANTS (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 DISSTRIBUTED APPROPRIATELY.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Travel For CompanionsYes (X)TravelForCompanionsInd
Idemnification Gross Up PmtsYes (X)IdemnificationGrossUpPmtsInd
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Personal ServicesYes (X)PersonalServicesInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (1)AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (19 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
GREGORY G DELL'OMO
PRESIDENT$371,822$0$112,500$0$22,119$0$23,970$0$72,577$0$602,988$0$0$0
DAN W KIENER
SR VP BUSINESS AFFAIRS$253,159$0$65,000$0$7,024$0$23,970$0$26,004$0$375,157$0$0$0
DAVID L JAMISON
PROVOST, SR. VP ACAD.$220,956$0$52,546$0$8,798$0$21,123$0$18,852$0$322,275$0$0$0
JAY T CARSON
SR. VP INSITUTION ADV$212,342$0$51,324$0$8,845$0$20,632$0$31,688$0$324,831$0$0$0
JEFFREY A LISTWAK
VP FINANCIAL OPERATIONS$179,799$0$27,961$0$4,126$0$17,610$0$22,051$0$251,547$0$0$0
PETER K FAIX
VP HUMAN RESOURCES$180,736$0$27,318$0$4,432$0$17,205$0$16,807$0$246,498$0$0$0
JOHN M BEEHLER
DEAN, SCHOOL OF BUSINESS$264,086$0$0$0$1,144$0$21,953$0$25,350$0$312,533$0$0$0
WENDY C BECKEMEYER
VP ENROLLMENT$184,963$0$28,501$0$4,055$0$17,950$0$21,407$0$256,876$0$0$0
DERYA A JACOBS
VICE PRESIDENT AND SR. VICE PROVOST$204,686$0$21,008$0$4,649$0$19,846$0$19,003$0$269,192$0$0$0
ELLEN G WIECKOWSKI
VP OF INFO TECHNOLOGY$161,939$0$25,319$0$3,995$0$15,946$0$12,377$0$219,576$0$0$0
JOHN MICHALENKO
VP STUDENT LIFE$154,376$0$23,186$0$3,984$0$15,252$0$22,391$0$219,189$0$0$0
MARY ANN RAFOTH
DEAN EDU AND SOC SCI$164,322$0$0$0$4,920$0$15,718$0$2,886$0$187,846$0$0$0
PERRY F ROOFNER
VP FOR FACILITIES$172,113$0$26,250$0$5,254$0$16,532$0$18,852$0$239,001$0$0$0
ANDREW TOOLE
HEAD BASKETBALL COACH$182,826$0$75,154$0$5,263$0$16,730$0$15,115$0$295,088$0$0$0
DAVID R MAJKA
VICE PROVOST$120,460$0$5,000$0$62,325$0$9,428$0$140$0$197,353$0$0$0
DARCY B TANNEHILL
VP ONLINE$169,120$0$25,461$0$4,188$0$16,035$0$7,093$0$221,897$0$0$0
FRANK FLANEGIN
PROFESSOR OF FINANCE$156,251$0$6,525$0$20,943$0$15,100$0$18,901$0$217,720$0$0$0
LYNDA J DAVIDSON
PROFESSOR OF NURSING$198,571$0$0$0$3,779$0$14,263$0$4,351$0$220,964$0$0$0
SIDNEY ZONN
VP & GEN COUNSEL, SECT.$122,200$0$0$0$544$0$11,805$0$7,269$0$141,818$0$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 1AIN THE ABSENCE OF A RESIDENCE ON CAMPUS, THE UNIVERSITY PRESIDENT IS REQUIRED TO LIVE IN 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 7CERTAIN 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.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
ALLEGHENY CO HIGHER EDUCATION BUILDING AUTH
A25142539801728REG02006-04-01$1,270,000REFINANCE 96 BONDS000
ALLEGHENY CO HIGHER EDUCATION BUILDING AUTH
B25142539801728REH82006-04-01$8,410,000REFINANCE 96 BONDS000
ALLEGHENY CO HIGHER EDUCATION BUILDING AUTH
C25142539801728RFR52008-08-01$380,000CAMPUS BUILDING CONSTRUCTION000
ALLEGHENY CO HIGHER EDUCATION BUILDING AUTH
D25142539801728RFT12008-08-01$820,000CAMPUS BUILDING CONSTRUCTION000

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCapital ExpendituresCapitalExpendituresAmtSubstantial CompletionSubstantialCompletionYrCurrent RefundingCurrentRefundingIndAdvance RefundingAdvanceRefundingIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$1,270,000$120,570$10,310$1,139,1201997Yes (1)0Yes (1)Yes (1)
B$8,410,000$798,419$68,275$7,543,3071997Yes (1)0Yes (1)Yes (1)
C$380,000$28,196$2,591$349,213200900Yes (1)Yes (1)
D$820,000$60,844$5,591$753,565200900Yes (1)Yes (1)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndAny Research AgreementsAnyResearchAgreementsIndBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A0000Yes (1)00
B0000Yes (1)00
C0000Yes (1)00
D0000Yes (1)00

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndTerm Of GICTermOfGICPctRegulatory Safe Harbor StsfdRegulatorySafeHarborStsfdIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
WESTLE
A000000Yes (1)20.000000000000Yes (1)00
WESTLE
B000000Yes (1)20.000000000000Yes (1)00
(no name)
C000000000
(no name)
D000000000

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (1)
BYes (1)
CYes (1)
DYes (1)

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
ALLEGHENY CO HIGHER EDUCATION BUILDING AUTH
A25142539801728RFW42008-08-01$7,500,000CAMPUS BUILDING CONSTRUCTION000
ALLEGHENY CO HIGHER EDUCATION BUILDING AUTH
B25142539801728RFX22008-08-01$11,945,000CAMPUS BUILDING CONSTRUCTION000
ALLEGHENY CO HIGHER EDUCATION BUILDING AUTH
C25142539801728RGF02010-06-17$270,000CAMPUS BUILDING CONSTRUCTION000
ALLEGHENY CO HIGHER EDUCATION BUILDING AUTH
D25142539801728RGG82010-06-17$280,000CAMPUS BUILDING CONSTRUCTION000

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCapital ExpendituresCapitalExpendituresAmtSubstantial CompletionSubstantialCompletionYrCurrent RefundingCurrentRefundingIndAdvance RefundingAdvanceRefundingIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$7,500,000$556,500$51,136$6,892,364200900Yes (1)Yes (1)
B$11,945,000$886,319$81,443$10,977,238200900Yes (1)Yes (1)
C$270,000$18,621$2,291$249,089201100Yes (1)Yes (1)
D$280,000$19,310$2,376$258,314201100Yes (1)Yes (1)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndAny Research AgreementsAnyResearchAgreementsIndBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A0000Yes (1)00
B0000Yes (1)00
C0000Yes (1)00
D0000Yes (1)00

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
A000000000
B000000000
C000000000
D000000000

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (1)
BYes (1)
CYes (1)
DYes (1)

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
ALLEGHENY CO HIGHER EDUCATION BUILDING AUTH
A25142539801728RGH62010-06-17$290,000CAMPUS BUILDING CONSTRUCTION000
ALLEGHENY CO HIGHER EDUCATION BUILDING AUTH
B25142539801728RGJ22010-06-17$305,000CAMPUS BUILDING CONSTRUCTION000
ALLEGHENY CO HIGHER EDUCATION BUILDING AUTH
C25142539801728RGK92010-06-17$320,000CAMPUS BUILDING CONSTRUCTION000
ALLEGHENY CO HIGHER EDUCATION BUILDING AUTH
D25142539801728RGL72010-06-17$335,000CAMPUS BUILDING CONSTRUCTION000

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCapital ExpendituresCapitalExpendituresAmtSubstantial CompletionSubstantialCompletionYrCurrent RefundingCurrentRefundingIndAdvance RefundingAdvanceRefundingIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$290,000$20,000$2,461$267,540201100Yes (1)Yes (1)
B$305,000$21,034$2,588$281,378201100Yes (1)Yes (1)
C$320,000$22,069$2,715$295,216201100Yes (1)Yes (1)
D$335,000$23,103$2,842$309,054201100Yes (1)Yes (1)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndAny Research AgreementsAnyResearchAgreementsIndBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A0000Yes (1)00
B0000Yes (1)00
C0000Yes (1)00
D0000Yes (1)00

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
A000000000
B000000000
C000000000
D000000000

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (1)
BYes (1)
CYes (1)
DYes (1)

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
ALLEGHENY CO HIGHER EDUCATION BUILDING AUTH
A25142539801728RGM52010-06-17$350,000CAMPUS BUILDING CONSTRUCTION000
ALLEGHENY CO HIGHER EDUCATION BUILDING AUTH
B25142539801728RGN32010-06-17$4,775,000CAMPUS BUILDING CONSTRUCTION000
ALLEGHENY CO HIGHER EDUCATION BUILDING AUTH
C25142529801728RGP82010-06-17$8,365,000CAMPUS BUILDING CONSTRUCTION000
MOON INDUSTRIAL DEVELOPMENT AUTH
D2513985752003-08-29$9,100,000CAMPUS BUILDING & GROUNDS CONST000

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCapital ExpendituresCapitalExpendituresAmtSubstantial CompletionSubstantialCompletionYrCurrent RefundingCurrentRefundingIndAdvance RefundingAdvanceRefundingIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$350,000$24,138$2,970$322,893201100Yes (1)Yes (1)
B$4,775,000$329,307$40,515$4,405,178201100Yes (1)Yes (1)
C$8,365,000$576,891$70,976$7,717,133201100Yes (1)Yes (1)
D$9,100,000$177,596$8,922,404200400Yes (1)Yes (1)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndAny Research AgreementsAnyResearchAgreementsIndBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A0000Yes (1)00
B0000Yes (1)00
C0000Yes (1)00
D0000Yes (1)00

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
A000000000
B000000000
C000000000
D0000Yes (1)0000

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (1)
BYes (1)
CYes (1)
DYes (1)

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
MOON INDUSTRIAL DEVELOPMENT AUTH
A2513985752004-01-09$3,100,000CAMPUS BUILDING & GROUNDS CONST000
MCCANDLESS INDUSTRIAL DEV AUTH
B2513493462005-04-22$10,000,000CAMPUS BUILDING CONSTRUCTION000
WILKINS AREA INDUSTRIAL DEVELOPMENT AUTH
C2011-12-29$6,500,000CAMPUS BUILDING & GROUNDS CONST000
WILKINS AREA INDUSTRIAL DEVELOPMENT AUTH
D2012-01-04$8,500,000CAMPUS BUILDING & GROUNDS CONST000

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdTotal ProceedsTotalProceedsAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCapital ExpendituresCapitalExpendituresAmtSubstantial CompletionSubstantialCompletionYrCurrent RefundingCurrentRefundingIndAdvance RefundingAdvanceRefundingIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$3,100,000$60,500$3,039,500200400Yes (1)Yes (1)
B$10,000,000$107,900$9,892,100200600Yes (1)Yes (1)
C$6,500,000$123,358$6,376,642201200Yes (1)Yes (1)
D$8,500,000$66,936$8,433,064201200Yes (1)Yes (1)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndAny Research AgreementsAnyResearchAgreementsIndBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdIndEngage Bond Counsel ContractsEngageBondCounselContractsInd
A0000Yes (1)00
B0000Yes (1)00
C0Yes (1)Yes (1)0Yes (1)000
D0Yes (1)Yes (1)0Yes (1)000

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
A0000Yes (1)0000
B000000000
C0000Yes (1)0000
D0000Yes (1)0000

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (1)
BYes (1)
CYes (1)
DYes (1)

Schedule L IRS990ScheduleL

Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp

FieldValueIRS element (for citing)
PersonTRUSTEESPersonNm
Relationship With OrgDEPENDENTSRelationshipWithOrgTxt
Cash Grant$12,230CashGrantAmt
Type Of AssistanceTUITIONTypeOfAssistanceTxt

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (6 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
JEFFREY BROADHURST
TRUSTEE$8,619,203FOOD 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$34,421EMPLOYMENT0
POLLY DELL'OMO
FAMILY OF OFFICER$17,789EMPLOYMENT0
(no name)
0
(no name)
0
(no name)
0

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution3ContributionCnt
Noncash Contributions Rpt F990$86,433NoncashContributionsRptF990Amt
Method Of Determining RevenuesMARKET PRICEMethodOfDeterminingRevenuesTxt

Collectibles CollectiblesGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$6,000NoncashContributionsRptF990Amt
Method Of Determining RevenuesOPINIONS OF EXPERTSMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11THE 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 CONTROLLER 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 WITH A COPY PROVIDED TO THE FULL BOARD OF TRUSTEES PRIOR TO FILING
FORM 990, PART VI, SECTION B, LINE 12CTRUSTEES- THE POLICY IS DISCUSSED ANNUALLY AT A BOARD OF TRUSTEE MEETING AND THE POLICY AND DISCLOSURE STATEMENTS ARE MAILED TO EACH TRUSTEE SHORTLY AFTER THE REVIEW. ANY TRUSTEES NOT RETURNING THEIR DISCLOSURES ARE CONTACTED A SECOND TIME WITH A REQUEST TO COMPLETE THE DISCLOSURE. RESPONSES ARE SENT TO THE UNIVERSITY'S GENERAL COUNSEL AND EVALUATED FOR POTENTIAL CONFLICTS OF INTEREST. CONFLICTS ARE HANDLED IN ACCORDANCE WITH OUR CONFLICT OF INTEREST POLICY FOR TRUSTEES, AND THE TRUSTEE SHALL REMOVE THEMSELVES FROM ANY DISCUSSIONS OR VOTING PERTAINING TO THEIR CONFLICT. EMPLOYEES- 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 15ALL 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 ANY PAYMENTS. ON OCCASION THESE DISCUSSIONS COULD BE THROUGH ELECTRONIC COMMUNICATIONS TO INCLUDE EMAIL AND VIDEO CONFERENCING. 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 19OUR FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
FORM 990, PART IX, LINE 11GFOOD SERVICE: PROGRAM SERVICE EXPENSES 6,781,528. MANAGEMENT AND GENERAL EXPENSES 179,295. FUNDRAISING EXPENSES 239,780. TOTAL EXPENSES 7,200,603. HOLIDAY INN PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 613,359. MANAGEMENT AND GENERAL EXPENSES 16,216. FUNDRAISING EXPENSES 21,687. TOTAL EXPENSES 651,262. SERVICE CONTRACTS: PROGRAM SERVICE EXPENSES 4,072,142. MANAGEMENT AND GENERAL EXPENSES 107,662. FUNDRAISING EXPENSES 143,982. TOTAL EXPENSES 4,323,786. CONSULTING AND PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 2,995,320. MANAGEMENT AND GENERAL EXPENSES 79,192. FUNDRAISING EXPENSES 105,908. TOTAL EXPENSES 3,180,420. REPAIRS AND MAINTENANCE: PROGRAM SERVICE EXPENSES 1,559,351. MANAGEMENT AND GENERAL EXPENSES 41,227. FUNDRAISING EXPENSES 55,135. TOTAL EXPENSES 1,655,713. OFFICIALS AND SCOREKEEPERS: PROGRAM SERVICE EXPENSES 491,228. MANAGEMENT AND GENERAL EXPENSES 12,987. FUNDRAISING EXPENSES 17,369. TOTAL EXPENSES 521,584. OTHER BUSINESS EXPENSES: PROGRAM SERVICE EXPENSES 381,293. MANAGEMENT AND GENERAL EXPENSES 10,084. FUNDRAISING EXPENSES 13,480. TOTAL EXPENSES 404,857. PRINTING AND PRINT MATERIALS: PROGRAM SERVICE EXPENSES 76,949. MANAGEMENT AND GENERAL EXPENSES 2,034. FUNDRAISING EXPENSES 2,721. TOTAL EXPENSES 81,704.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Controlled OrganizationControlledOrganizationInd
RMC COLONIAL CORPORATION
6001 UNIVERSITY BOULEVARDMOON TOWNSHIPPA15108251499278INACTIVEPA501(C)(3)LINE 9: 509(A)(2)ROBERT MORRIS UNIVERSITY0
ROBERT MORRIS COLLEGE PITTSBURGH FOLK FESTIVAL INC
6001 UNIVERSITY BOULEVARDMOON TOWNSHIPPA15108251645377INACTIVEPA501(C)(3)LINE 9: 509(A)(2)ROBERT MORRIS UNIVERSITY0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd