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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule K
- Schedule K
- Schedule K
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-04-14T10:31:35-05:00 | ReturnTs |
| Tax Period End | 2014-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 MONUMENT CIRCLE STE 2000 | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 462045108 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 251120678 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT MORRIS UNIVERSITY 5-31-14 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROBE | BusinessNameControlTxt |
| Phone | 4123975263 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6001 UNIVERSITY BLVD REVERE CENTER | AddressLine1 |
| City | MOON TOWNSHIP | City |
| State | PA | State |
| ZIP Code | 151081189 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GREGORY G DELL'OMO | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4123975263 | PhoneNum |
| Signature | 2015-04-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFERY FRANK | PreparerPersonNm |
| PTIN | P00287234 | PTIN |
| Phone | 3174648600 | PhoneNum |
| Preparation | 2015-04-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | GREGORY G DELL'OMO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6001 UNIVERSITY BLVD REVERE CENTER | AddressLine1 |
| City | MOON TOWNSHIP | City |
| State | PA | State |
| ZIP Code | 151081189 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $159,402,455 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.RMU.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1921 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | EDUCATIONAL INSTITUTION | ActivityOrMissionDesc |
| Voting Members Governing Body | 32 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 32 | VotingMembersIndependentCnt |
| Total Employee | 2054 | TotalEmployeeCnt |
| Total Volunteers | 32 | TotalVolunteersCnt |
| Total Gross UBI | $5,832,791 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,464,737 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,933,773 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $142,463,840 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $151,498,325 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,595,555 | PYInvestmentIncomeAmt |
| CY Investment Income | $868,408 | CYInvestmentIncomeAmt |
| PY Other Revenue | $133,246 | PYOtherRevenueAmt |
| CY Other Revenue | $118,834 | CYOtherRevenueAmt |
| PY Total Revenue | $150,657,378 | PYTotalRevenueAmt |
| CY Total Revenue | $158,419,340 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $30,871,072 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $34,624,147 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $59,322,854 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $63,852,805 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $91,405 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $4,454,958 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $54,928,471 | PYOtherExpensesAmt |
| CY Other Expenses | $54,604,940 | CYOtherExpensesAmt |
| PY Total Expenses | $145,122,397 | PYTotalExpensesAmt |
| CY Total Expenses | $153,173,297 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $5,534,981 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $5,246,043 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $213,685,750 | TotalAssetsBOYAmt |
| Total Assets EOY | $216,846,121 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $116,815,240 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $111,913,749 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $96,870,510 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $104,932,372 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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 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 Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $37,618,465 | ExpenseAmt |
| Revenue | $88,419,146 | RevenueAmt |
| Desc | INSTRUCTION EXPENSES; DIRECT COSTS OF ALL ACTIVITIES THAT ARE PART OF THE UNIVERSITY'S INSTRUCTION PROGRAMS FROM ACADEMIC DEPARTMENTS | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $34,624,147 | ExpenseAmt |
| Grant | $34,624,147 | GrantAmt |
| Revenue | $34,624,147 | RevenueAmt |
| Desc | SCHOLARSHIPS AND FELLOWSHIPS | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $18,169,059 | ExpenseAmt |
| Revenue | $27,628,843 | RevenueAmt |
| Desc | STUDENT 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)
| ExpenseExpenseAmt | RevenueRevenueAmt | DescDesc | GrantGrantAmt |
|---|---|---|---|
| $53,556,298 | $927,171 | AUXILIARY 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 | $0 | PUBLIC 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $53,707,752 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $927,171 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $144,119,423 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | Yes (1) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 365 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 2054 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 32 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 32 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEFFREY LISTWAK | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4123975263 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6001 UNIVERSITY BLVD | AddressLine1 |
| City | MOON TOWNSHIP | City |
| State | PA | State |
| ZIP Code | 15108 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (64 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| GARY R CLAUS | |||||||||
| CHAIRMAN | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| RICHARD J HARSHMAN | |||||||||
| VICE CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| STEPHEN W KLEMASH | |||||||||
| VICE CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| MICHAEL BARBARITA | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JEFF D BERGMAN | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JEFFREY S BROADHURST | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| CARRIE COGHILL | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| KEVIN COLBERT | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| WILLIAM COPELAND | |||||||||
| EMERITUS TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| DEBORAH A CUNNINGHAM | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOSEPH DIANGELO | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARGARET DICUCCIO | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| ELIZABETH DICKEY | |||||||||
| EMERITUS TRUSTEE (THRU NOV. 2013) | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| WELLING FRAUEHAUF | |||||||||
| EMERITUS TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| VICTOR GREGOVITS | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| CHARLES HOMAN | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| THOMAS HUNLEY | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| ALEX JOHNSON | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID LANCIA | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARGARET LARKINS-PETTIGREW | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| KAREN L LARRIMER | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID J MALONE | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| RALPH MARTIN | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| BARBARA A MCNEES | |||||||||
| EMERITUS TRUSTEE (THRU 7/18/13) | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| NORMAN MITRY | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| FRANK MOLINERO | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| GERD D MUELLER | |||||||||
| EMERITUS TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOSEPH W NOCITO | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| KOLIA O'CONNOR | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| NICK PRATER | |||||||||
| EMERITUS TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| ROBERT W ROGERS | |||||||||
| EMERITUS TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| PATRICIA R ROONEY | |||||||||
| EMERITUS TRUSTEE (THRU 9/13/13) | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JAMES RUDOLPH | |||||||||
| EMERITUS TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| ROBIN SANDERS | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| THERESA SCHEETZ | |||||||||
| EMERITUS TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| MICHAEL SMITH | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| GARY SOKULSKI | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| GREGORY SPENCER | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| THOMAS STERLING | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| SUSAN M SUVER | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| STEPHEN A VAN OSS | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN VIEHMAN | |||||||||
| EMERITUS TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN WALDRON | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| RENEE CAVALOVITCH | |||||||||
| BOARD OF SECRETARY | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| GREGORY G DELL'OMO | |||||||||
| PRESIDENT | 50.00 | $506,441 | $0 | $96,547 | Yes (X) | ||||
| DAN W KIENER | |||||||||
| SR VP BUSINESS AFFAIRS | 50.00 | $325,183 | $0 | $49,974 | Yes (X) | ||||
| RENEE T CAVALOVITCH | |||||||||
| VP AND GENERAL COUNSEL | 50.00 | $97,707 | $0 | $7,156 | Yes (X) | ||||
| DAVID L JAMISON | |||||||||
| PROVOST, SR. VP ACAD. | 50.00 | $282,300 | $0 | $39,975 | Yes (X) | ||||
| JAY T CARSON | |||||||||
| SR. VP INSITUTION ADV | 50.00 | $272,511 | $0 | $52,320 | Yes (X) | ||||
| JEFFREY A LISTWAK | |||||||||
| VP FINANCIAL OPERATIONS | 50.00 | $211,886 | $0 | $39,661 | Yes (X) | ||||
| PETER K FAIX | |||||||||
| VP HUMAN RESOURCES | 50.00 | $212,486 | $0 | $34,012 | Yes (X) | ||||
| JOHN M BEEHLER | |||||||||
| DEAN, SCHOOL OF BUSINESS | 50.00 | $265,230 | $0 | $47,303 | Yes (X) | ||||
| WENDY C BECKEMEYER | |||||||||
| VP ENROLLMENT | 50.00 | $217,519 | $0 | $39,357 | Yes (X) | ||||
| DERYA A JACOBS | |||||||||
| VICE PRESIDENT AND SR. VICE PROVOST | 50.00 | $230,343 | $0 | $38,849 | Yes (X) | ||||
| ELLEN G WIECKOWSKI | |||||||||
| VP OF INFO TECHNOLOGY | 50.00 | $191,253 | $0 | $28,323 | Yes (X) | ||||
| JOHN MICHALENKO | |||||||||
| VP STUDENT LIFE | 50.00 | $181,546 | $0 | $37,643 | Yes (X) | ||||
| MARY ANN RAFOTH | |||||||||
| DEAN EDU AND SOC SCI | 50.00 | $169,242 | $0 | $18,604 | Yes (X) | ||||
| PERRY F ROOFNER | |||||||||
| VP FOR FACILITIES | 50.00 | $203,617 | $0 | $35,384 | Yes (X) | ||||
| ANDREW TOOLE | |||||||||
| HEAD BASKETBALL COACH | 40.00 | $263,243 | $0 | $31,845 | Yes (X) | ||||
| DAVID R MAJKA | |||||||||
| VICE PROVOST | 40.00 | $187,785 | $0 | $9,568 | Yes (X) | ||||
| DARCY B TANNEHILL | |||||||||
| VP ONLINE | 40.00 | $198,769 | $0 | $23,128 | Yes (X) | ||||
| FRANK FLANEGIN | |||||||||
| PROFESSOR OF FINANCE | 40.00 | $183,719 | $0 | $34,001 | Yes (X) | ||||
| LYNDA J DAVIDSON | |||||||||
| PROFESSOR OF NURSING | 40.00 | $202,350 | $0 | $18,614 | Yes (X) | ||||
| SIDNEY ZONN | |||||||||
| VP & GEN COUNSEL, SECT. | 50.00 | $122,744 | $0 | $19,074 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,525,874 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $701,338 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 127 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ROSS BIANCO | |||||
| 612 CALIFORNIA AVE | PITTSBURGH | PA | 15202 | ARCHITECTURAL ENGINEERING & CONSTRUCTION | $302,332 |
| STEEL CITY HOCKEY REFEREES LLC | |||||
| 9 EHLE AVENUE | CORAOPOLIS | PA | 15108 | ATHLETIC REFEREES | $228,490 |
| DELOITTE & TOUCHE LLP | |||||
| 13943 COLLECTIONS CENTER DRIVE | CHICAGO | IL | 60693 | ACCOUNTING & AUDITING | $196,342 |
| PREMIER TECHNOLOGY SYSTEMS | |||||
| 2800 NORTH MAIN STREET EXTENSION | WASHINGTON | PA | 15301 | VOICE & DATA CABLING | $162,082 |
| DQE COMMUNICATIONS LLC | |||||
| 411 SEVENTH AVE | PITTSBURGH | PA | 15219 | INTERNET FIBER CONNECTION LEASE | $130,900 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $1,716,988 | GovernmentGrantsAmt |
| All Other Contributions | $4,216,785 | AllOtherContributionsAmt |
| Noncash Contributions | $92,433 | NoncashContributionsAmt |
| Total Contributions | $5,933,773 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| TUITION AND FEES | 611710 | $120,899,387 | $120,899,387 | |
| AUXILIARY ENTERPRISES | 611710 | $21,291,613 | $21,291,613 | |
| ISLAND SPORTS CENTER | 713940 | $4,797,121 | $4,797,121 | |
| OTHER REVENUES | 611710 | $2,261,215 | $2,261,215 | |
| HOLIDAY INN REVENUES | 611710 | $519,495 | $519,495 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,729,494 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,213,319 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $516,175 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $151,498,325 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $732,860 | TotalRevenueColumnAmt |
| Exclusion | $732,860 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,002,774 | SecuritiesAmt |
| Other | $29,425 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $896,651 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $106,123 | SecuritiesAmt |
| Other | $29,425 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $135,548 | TotalRevenueColumnAmt |
| Exclusion | $135,548 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $205,298 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $86,464 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $118,834 | TotalRevenueColumnAmt |
| Exclusion | $118,834 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $158,419,340 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $145,665,534 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $5,832,791 | UnrelatedBusinessRevenueAmt |
| Exclusion | $987,242 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,400 | TotalAmt |
| Program Services | $43,400 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,580,747 | TotalAmt |
| Program Services | $34,580,747 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,807,961 | TotalAmt |
| Program Services | $2,291,659 | ProgramServicesAmt |
| Management And General | $1,161,213 | ManagementAndGeneralAmt |
| Fundraising | $355,089 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,093,426 | TotalAmt |
| Program Services | $41,788,078 | ProgramServicesAmt |
| Management And General | $1,609,835 | ManagementAndGeneralAmt |
| Fundraising | $1,695,513 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,316,487 | TotalAmt |
| Program Services | $3,123,467 | ProgramServicesAmt |
| Management And General | $82,581 | ManagementAndGeneralAmt |
| Fundraising | $110,439 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,185,387 | TotalAmt |
| Program Services | $7,708,998 | ProgramServicesAmt |
| Management And General | $203,816 | ManagementAndGeneralAmt |
| Fundraising | $272,573 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,449,544 | TotalAmt |
| Program Services | $3,248,780 | ProgramServicesAmt |
| Management And General | $85,894 | ManagementAndGeneralAmt |
| Fundraising | $114,870 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $151,640 | TotalAmt |
| Program Services | $142,814 | ProgramServicesAmt |
| Management And General | $3,776 | ManagementAndGeneralAmt |
| Fundraising | $5,050 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $197,641 | TotalAmt |
| Program Services | $186,139 | ProgramServicesAmt |
| Management And General | $4,921 | ManagementAndGeneralAmt |
| Fundraising | $6,581 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,364 | TotalAmt |
| Management And General | $98,364 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,405 | TotalAmt |
| Fundraising | $91,405 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,019,929 | TotalAmt |
| Program Services | $16,971,170 | ProgramServicesAmt |
| Management And General | $448,697 | ManagementAndGeneralAmt |
| Fundraising | $600,062 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,393,872 | TotalAmt |
| Program Services | $1,312,749 | ProgramServicesAmt |
| Management And General | $34,707 | ManagementAndGeneralAmt |
| Fundraising | $46,416 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,794,477 | TotalAmt |
| Program Services | $2,631,839 | ProgramServicesAmt |
| Management And General | $69,582 | ManagementAndGeneralAmt |
| Fundraising | $93,056 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,295,664 | TotalAmt |
| Program Services | $3,103,856 | ProgramServicesAmt |
| Management And General | $82,062 | ManagementAndGeneralAmt |
| Fundraising | $109,746 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,402,875 | TotalAmt |
| Program Services | $3,204,827 | ProgramServicesAmt |
| Management And General | $84,732 | ManagementAndGeneralAmt |
| Fundraising | $113,316 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,213,096 | TotalAmt |
| Program Services | $3,026,094 | ProgramServicesAmt |
| Management And General | $80,006 | ManagementAndGeneralAmt |
| Fundraising | $106,996 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,405,681 | TotalAmt |
| Program Services | $4,149,271 | ProgramServicesAmt |
| Management And General | $109,701 | ManagementAndGeneralAmt |
| Fundraising | $146,709 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,283,861 | TotalAmt |
| Program Services | $10,627,140 | ProgramServicesAmt |
| Management And General | $280,968 | ManagementAndGeneralAmt |
| Fundraising | $375,753 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $919,603 | TotalAmt |
| Program Services | $866,082 | ProgramServicesAmt |
| Management And General | $22,898 | ManagementAndGeneralAmt |
| Fundraising | $30,623 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,501,268 | TotalAmt |
| Program Services | $1,413,895 | ProgramServicesAmt |
| Management And General | $37,381 | ManagementAndGeneralAmt |
| Fundraising | $49,992 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $153,173,297 | TotalAmt |
| Program Services | $144,119,423 | ProgramServicesAmt |
| Management And General | $4,598,916 | ManagementAndGeneralAmt |
| Fundraising | $4,454,958 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,269,727 | BOYAmt |
| EOY | $382,657 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,948,053 | BOYAmt |
| EOY | $20,815,867 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,513,234 | BOYAmt |
| EOY | $1,303,736 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,794,422 | BOYAmt |
| EOY | $1,569,189 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $318,251 | BOYAmt |
| EOY | $357,692 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $343,671 | BOYAmt |
| EOY | $271,644 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $798,452 | BOYAmt |
| EOY | $997,094 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $251,401,538 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $100,765,885 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $152,000,559 | BOYAmt |
| EOY | $150,635,653 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,594,997 | BOYAmt |
| EOY | $32,200,008 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,104,384 | BOYAmt |
| EOY | $8,312,581 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $213,685,750 | BOYAmt |
| EOY | $216,846,121 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,427,004 | BOYAmt |
| EOY | $17,880,628 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,503,874 | BOYAmt |
| EOY | $7,356,287 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,631,705 | BOYAmt |
| EOY | $51,261,092 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,271,592 | BOYAmt |
| EOY | $33,919,262 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,981,065 | BOYAmt |
| EOY | $1,496,480 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $116,815,240 | BOYAmt |
| EOY | $111,913,749 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,227,930 | BOYAmt |
| EOY | $82,370,859 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,135,163 | BOYAmt |
| EOY | $12,740,377 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,507,417 | BOYAmt |
| EOY | $9,821,136 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $96,870,510 | BOYAmt |
| EOY | $104,932,372 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $213,685,750 | BOYAmt |
| EOY | $216,846,121 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $5,246,043 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,815,819 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $98,364 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $98,364 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $153,074,932 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $153,173,296 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $62,831 | CurrentYearMinus3Amt |
| Current Year Minus2 | $85,882 | CurrentYearMinus2Amt |
| Current Year Minus1 | $92,966 | CurrentYearMinus1Amt |
| Current Year | $98,364 | CurrentYearAmt |
| Total | $340,043 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $28,594,244 | BeginningYearBalanceAmt |
| Contributions | $872,830 | ContributionsAmt |
| Investment Earnings Or Losses | $3,556,724 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $998,260 | OtherExpendituresAmt |
| End Year Balance | $32,025,538 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $24,786,383 | BeginningYearBalanceAmt |
| Contributions | $437,815 | ContributionsAmt |
| Investment Earnings Or Losses | $4,384,510 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,014,464 | OtherExpendituresAmt |
| End Year Balance | $28,594,244 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $26,696,814 | BeginningYearBalanceAmt |
| Contributions | $294,143 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,120,820 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,083,754 | OtherExpendituresAmt |
| End Year Balance | $24,786,383 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $19,491,552 | BeginningYearBalanceAmt |
| Contributions | $4,153,189 | ContributionsAmt |
| Investment Earnings Or Losses | $3,932,311 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $880,238 | OtherExpendituresAmt |
| End Year Balance | $26,696,814 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,253,506 | BeginningYearBalanceAmt |
| Contributions | $831,255 | ContributionsAmt |
| Investment Earnings Or Losses | $2,580,924 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,174,133 | OtherExpendituresAmt |
| End Year Balance | $19,491,552 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.46000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.31000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.23000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,403,855 | OtherCostOrOtherBasisAmt |
| Book Value | $5,403,855 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $162,576,904 | OtherCostOrOtherBasisAmt |
| Depreciation | $40,000,174 | DepreciationAmt |
| Book Value | $122,576,730 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $24,681,163 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,643,364 | DepreciationAmt |
| Book Value | $14,037,799 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $56,637,860 | OtherCostOrOtherBasisAmt |
| Depreciation | $38,299,813 | DepreciationAmt |
| Book Value | $18,338,047 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,101,756 | OtherCostOrOtherBasisAmt |
| Depreciation | $11,822,534 | DepreciationAmt |
| Book Value | -$9,720,778 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $150,635,653 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| FEDERAL GOVT ADVANCES FOR STUDENT LOANS | $1,146,151 |
| FUNDS HELD IN CUSTODY FOR OTHERS | $350,329 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,496,480 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $126,611,012 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,815,819 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $2,815,819 | RevenueNotReportedAmt |
| Revenue Subtotal | $123,795,193 | RevenueSubtotalAmt |
| Other Revenues Not Included | $34,624,147 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $34,624,147 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $158,419,340 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $118,549,150 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $118,549,150 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $34,624,147 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $34,624,147 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $153,173,297 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE E, PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | A STATEMENT CONCERNING THE UNIVERSITY'S NON-DISCRIMINATORY POLICY IS INCLUDED IN ALL ADVERTISING. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (4 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|
| CENTRAL AMERICA & THE CARIBBEAN | PROGRAM SERVICES | STUDY ABROAD PROGRAMS, 70 PARTICIPANTS | $174,077 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | PROGRAM SERVICES | STUDY ABROAD PROGRAMS, 43 PARTICIPANTS | $164,338 |
| MIDDLE EAST AND NORTH AFRICA | PROGRAM SERVICES | STUDY ABROAD PROGRAMS, 10 PARTICIPANTS | $28,174 |
| EAST ASIA AND THE PACIFIC | PROGRAM SERVICES | STUDY ABROAD PROGRAMS, 12 PARTICIPANTS | $26,638 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $393,227 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $393,227 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ADVANCEMENT SERVICES INC | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1920 EAST PARHAM RD | AddressLine1 |
| City | RICHMOND | City |
| State | VA | State |
| ZIP Code | 23228 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | SEE NOTES BELOW | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $54,579 | GrossReceiptsAmt |
| Retained By Contractor | $91,405 | RetainedByContractorAmt |
| Net To Organization | $36,826 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $54,579 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $91,405 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $36,826 | TotalNetToOrganizationAmt |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | WALTON GOLF TOURN. | NameOfEvent1Amt |
| Gross Receipts Event1 | $93,138 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $93,138 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $5,635 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $10,000 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $14,298 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $439 | OtherDirectExpensesEvent1Amt |
| Name Of Event2 | ALUMNI GOLF OUTING | NameOfEvent2Amt |
| Gross Receipts Event2 | $77,695 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $77,695 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $9,375 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $8,312 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $17,968 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $210 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $34,465 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $34,465 | GrossRevenueOtherEventsAmt |
| Non Cash Prizes Other Events | $2,982 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $12,000 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $5,245 | FoodAndBeverageOtherEventsAmt |
| Gross Receipts Total | $205,298 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $205,298 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $17,992 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $30,312 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $37,511 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $649 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $86,464 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $118,834 | NetIncomeSummaryAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE G, PART I, LINE 2B, COLUMN (V) | FormAndLineReferenceDesc |
| Explanation | ADVANCEMENT 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEED | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 332 FIFTH AVENUE | AddressLine1 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 15222 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 256070821 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $43,400 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | FINANCIAL AID TO MINORITY STUDENTS | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt |
|---|---|---|---|
| INTERNAL SCHOLARSHIPS & GRANTS | 3403 | $34,066,463 | $0 |
| EXTERNAL SCHOLARSHIPS & GRANTS | 251 | $514,284 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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 DISSTRIBUTED APPROPRIATELY. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (19 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp 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 ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | IN 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 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. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| ALLEGHENY CO HIGHER EDUCATION BUILDING AUTH | ||||||||
| A | 251425398 | 01728REG0 | 2006-04-01 | $1,270,000 | REFINANCE 96 BONDS | 0 | 0 | 0 |
| ALLEGHENY CO HIGHER EDUCATION BUILDING AUTH | ||||||||
| B | 251425398 | 01728REH8 | 2006-04-01 | $8,410,000 | REFINANCE 96 BONDS | 0 | 0 | 0 |
| ALLEGHENY CO HIGHER EDUCATION BUILDING AUTH | ||||||||
| C | 251425398 | 01728RFR5 | 2008-08-01 | $380,000 | CAMPUS BUILDING CONSTRUCTION | 0 | 0 | 0 |
| ALLEGHENY CO HIGHER EDUCATION BUILDING AUTH | ||||||||
| D | 251425398 | 01728RFT1 | 2008-08-01 | $820,000 | CAMPUS BUILDING CONSTRUCTION | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|
| A | $1,270,000 | $120,570 | $10,310 | $1,139,120 | 1997 | Yes (1) | 0 | Yes (1) | Yes (1) |
| B | $8,410,000 | $798,419 | $68,275 | $7,543,307 | 1997 | Yes (1) | 0 | Yes (1) | Yes (1) |
| C | $380,000 | $28,196 | $2,591 | $349,213 | 2009 | 0 | 0 | Yes (1) | Yes (1) |
| D | $820,000 | $60,844 | $5,591 | $753,565 | 2009 | 0 | 0 | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | Yes (1) | 0 | 0 |
| B | 0 | 0 | 0 | 0 | Yes (1) | 0 | 0 |
| C | 0 | 0 | 0 | 0 | Yes (1) | 0 | 0 |
| D | 0 | 0 | 0 | 0 | Yes (1) | 0 | 0 |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Term Of GICTermOfGICPct | Regulatory Safe Harbor StsfdRegulatorySafeHarborStsfdInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WESTLE | |||||||||||
| A | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) | 20.000000000000 | Yes (1) | 0 | 0 |
| WESTLE | |||||||||||
| B | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) | 20.000000000000 | Yes (1) | 0 | 0 |
| (no name) | |||||||||||
| C | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | ||
| (no name) | |||||||||||
| D | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | ||
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
| D | Yes (1) |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| ALLEGHENY CO HIGHER EDUCATION BUILDING AUTH | ||||||||
| A | 251425398 | 01728RFW4 | 2008-08-01 | $7,500,000 | CAMPUS BUILDING CONSTRUCTION | 0 | 0 | 0 |
| ALLEGHENY CO HIGHER EDUCATION BUILDING AUTH | ||||||||
| B | 251425398 | 01728RFX2 | 2008-08-01 | $11,945,000 | CAMPUS BUILDING CONSTRUCTION | 0 | 0 | 0 |
| ALLEGHENY CO HIGHER EDUCATION BUILDING AUTH | ||||||||
| C | 251425398 | 01728RGF0 | 2010-06-17 | $270,000 | CAMPUS BUILDING CONSTRUCTION | 0 | 0 | 0 |
| ALLEGHENY CO HIGHER EDUCATION BUILDING AUTH | ||||||||
| D | 251425398 | 01728RGG8 | 2010-06-17 | $280,000 | CAMPUS BUILDING CONSTRUCTION | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|
| A | $7,500,000 | $556,500 | $51,136 | $6,892,364 | 2009 | 0 | 0 | Yes (1) | Yes (1) |
| B | $11,945,000 | $886,319 | $81,443 | $10,977,238 | 2009 | 0 | 0 | Yes (1) | Yes (1) |
| C | $270,000 | $18,621 | $2,291 | $249,089 | 2011 | 0 | 0 | Yes (1) | Yes (1) |
| D | $280,000 | $19,310 | $2,376 | $258,314 | 2011 | 0 | 0 | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | Yes (1) | 0 | 0 |
| B | 0 | 0 | 0 | 0 | Yes (1) | 0 | 0 |
| C | 0 | 0 | 0 | 0 | Yes (1) | 0 | 0 |
| D | 0 | 0 | 0 | 0 | Yes (1) | 0 | 0 |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| 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 |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
| D | Yes (1) |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| ALLEGHENY CO HIGHER EDUCATION BUILDING AUTH | ||||||||
| A | 251425398 | 01728RGH6 | 2010-06-17 | $290,000 | CAMPUS BUILDING CONSTRUCTION | 0 | 0 | 0 |
| ALLEGHENY CO HIGHER EDUCATION BUILDING AUTH | ||||||||
| B | 251425398 | 01728RGJ2 | 2010-06-17 | $305,000 | CAMPUS BUILDING CONSTRUCTION | 0 | 0 | 0 |
| ALLEGHENY CO HIGHER EDUCATION BUILDING AUTH | ||||||||
| C | 251425398 | 01728RGK9 | 2010-06-17 | $320,000 | CAMPUS BUILDING CONSTRUCTION | 0 | 0 | 0 |
| ALLEGHENY CO HIGHER EDUCATION BUILDING AUTH | ||||||||
| D | 251425398 | 01728RGL7 | 2010-06-17 | $335,000 | CAMPUS BUILDING CONSTRUCTION | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|
| A | $290,000 | $20,000 | $2,461 | $267,540 | 2011 | 0 | 0 | Yes (1) | Yes (1) |
| B | $305,000 | $21,034 | $2,588 | $281,378 | 2011 | 0 | 0 | Yes (1) | Yes (1) |
| C | $320,000 | $22,069 | $2,715 | $295,216 | 2011 | 0 | 0 | Yes (1) | Yes (1) |
| D | $335,000 | $23,103 | $2,842 | $309,054 | 2011 | 0 | 0 | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | Yes (1) | 0 | 0 |
| B | 0 | 0 | 0 | 0 | Yes (1) | 0 | 0 |
| C | 0 | 0 | 0 | 0 | Yes (1) | 0 | 0 |
| D | 0 | 0 | 0 | 0 | Yes (1) | 0 | 0 |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| 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 |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
| D | Yes (1) |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| ALLEGHENY CO HIGHER EDUCATION BUILDING AUTH | ||||||||
| A | 251425398 | 01728RGM5 | 2010-06-17 | $350,000 | CAMPUS BUILDING CONSTRUCTION | 0 | 0 | 0 |
| ALLEGHENY CO HIGHER EDUCATION BUILDING AUTH | ||||||||
| B | 251425398 | 01728RGN3 | 2010-06-17 | $4,775,000 | CAMPUS BUILDING CONSTRUCTION | 0 | 0 | 0 |
| ALLEGHENY CO HIGHER EDUCATION BUILDING AUTH | ||||||||
| C | 251425298 | 01728RGP8 | 2010-06-17 | $8,365,000 | CAMPUS BUILDING CONSTRUCTION | 0 | 0 | 0 |
| MOON INDUSTRIAL DEVELOPMENT AUTH | ||||||||
| D | 251398575 | 2003-08-29 | $9,100,000 | CAMPUS BUILDING & GROUNDS CONST | 0 | 0 | 0 | |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|
| A | $350,000 | $24,138 | $2,970 | $322,893 | 2011 | 0 | 0 | Yes (1) | Yes (1) |
| B | $4,775,000 | $329,307 | $40,515 | $4,405,178 | 2011 | 0 | 0 | Yes (1) | Yes (1) |
| C | $8,365,000 | $576,891 | $70,976 | $7,717,133 | 2011 | 0 | 0 | Yes (1) | Yes (1) |
| D | $9,100,000 | $177,596 | $8,922,404 | 2004 | 0 | 0 | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | Yes (1) | 0 | 0 |
| B | 0 | 0 | 0 | 0 | Yes (1) | 0 | 0 |
| C | 0 | 0 | 0 | 0 | Yes (1) | 0 | 0 |
| D | 0 | 0 | 0 | 0 | Yes (1) | 0 | 0 |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| 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 | Yes (1) | 0 | 0 | 0 | 0 |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
| D | Yes (1) |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|
| MOON INDUSTRIAL DEVELOPMENT AUTH | |||||||
| A | 251398575 | 2004-01-09 | $3,100,000 | CAMPUS BUILDING & GROUNDS CONST | 0 | 0 | 0 |
| MCCANDLESS INDUSTRIAL DEV AUTH | |||||||
| B | 251349346 | 2005-04-22 | $10,000,000 | CAMPUS BUILDING CONSTRUCTION | 0 | 0 | 0 |
| WILKINS AREA INDUSTRIAL DEVELOPMENT AUTH | |||||||
| C | 2011-12-29 | $6,500,000 | CAMPUS BUILDING & GROUNDS CONST | 0 | 0 | 0 | |
| WILKINS AREA INDUSTRIAL DEVELOPMENT AUTH | |||||||
| D | 2012-01-04 | $8,500,000 | CAMPUS BUILDING & GROUNDS CONST | 0 | 0 | 0 | |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|
| A | $3,100,000 | $60,500 | $3,039,500 | 2004 | 0 | 0 | Yes (1) | Yes (1) |
| B | $10,000,000 | $107,900 | $9,892,100 | 2006 | 0 | 0 | Yes (1) | Yes (1) |
| C | $6,500,000 | $123,358 | $6,376,642 | 2012 | 0 | 0 | Yes (1) | Yes (1) |
| D | $8,500,000 | $66,936 | $8,433,064 | 2012 | 0 | 0 | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd |
|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | Yes (1) | 0 | 0 | |
| B | 0 | 0 | 0 | 0 | Yes (1) | 0 | 0 | |
| C | 0 | Yes (1) | Yes (1) | 0 | Yes (1) | 0 | 0 | 0 |
| D | 0 | Yes (1) | Yes (1) | 0 | Yes (1) | 0 | 0 | 0 |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 |
| B | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| C | 0 | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 |
| D | 0 | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
| D | Yes (1) |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TRUSTEES | PersonNm |
| Relationship With Org | DEPENDENTS | RelationshipWithOrgTxt |
| Cash Grant | $12,230 | CashGrantAmt |
| Type Of Assistance | TUITION | TypeOfAssistanceTxt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (6 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| JEFFREY BROADHURST | |||
| TRUSTEE | $8,619,203 | 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 | $34,421 | EMPLOYMENT | 0 |
| POLLY DELL'OMO | |||
| FAMILY OF OFFICER | $17,789 | EMPLOYMENT | 0 |
| (no name) | |||
| 0 | |||
| (no name) | |||
| 0 | |||
| (no name) | |||
| 0 | |||
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $86,433 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET PRICE | MethodOfDeterminingRevenuesTxt |
Collectibles CollectiblesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $6,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | OPINIONS OF EXPERTS | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 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 12C | TRUSTEES- 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 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 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 19 | OUR FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | FOOD 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| RMC COLONIAL CORPORATION | ||||||||||
| 6001 UNIVERSITY BOULEVARD | 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 INC | ||||||||||
| 6001 UNIVERSITY BOULEVARD | MOON TOWNSHIP | PA | 15108 | 251645377 | INACTIVE | PA | 501(C)(3) | LINE 9: 509(A)(2) | ROBERT MORRIS UNIVERSITY | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |