2013-03-28T06:32:32-05:00 2012-05-31 861065772 DELOITTE TAX LLP 2500 ONE PPG PLACE PITTSBURGH PA 152225401 990 2011-06-01 251120678 ROBERT MORRIS UNIVERSITY ROBE 4123975263 6001 UNIVERSITY BLVD REVERE CENTER MOON TOWNSHIP PA 15108 GREGORY G DELL'OMO 4123975263 2013-03-28 1 4123387200 2011 2016-02-25 16:41:14Z GREGORY G DELL'OMO 6001 UNIVERSITY BLVD REVERE CENTER MOON TOWNSHIP PA 15108 141423130 0 X WWW.RMU.EDU X 1921 PA EDUCATIONAL INSTITUTION 38 38 1831 38 8273254 0 11516610 8832253 118477408 130687597 2282177 951919 87266 128747 132363461 140600516 23024818 26552006 0 0 54810702 58485155 0 0 2206401 46376997 49158789 124212517 134195950 8150944 6404566 192878875 209538384 107750838 119962836 85128037 89575548 X AS A PRIVATE,COMPREHENSIVE INSTITUTION COMMITTED TO ACTIVE LEARNING & STUDENT SUCCESS,ROBERT MORRIS UNIVERSITY IS RECOGNIZED FOR INTEGRATING LIBERAL ARTS WITH A PROFESSIONALLY FOCUSED,APPLIED EDUCATION THAT PREPARES STUDENTS FOR LEADERSHIP IN A RAPIDLY CHANGING WORLD. 0 0 33604026 80500794 INSTRUCTION EXPENSES; DIRECT COSTS OF ALL ACTIVITIES THAT ARE PART OF THE UNIVERSITY'S INSTRUCTION PROGRAMS FROM ACADEMIC DEPARTMENTS. 26552006 26552006 26552006 SCHOLARSHIPS AND FELLOWSHIPS 15557654 23083118 STUDENT SERVICES: INCLUDES EXPENSES FOR THE OFFICES OF FINANCIAL AID ADMIN., ENROLLMENT MANAGEMENT, REGISTRAR, ATHLETICS AND THOSE ACTIVITIES WHOSE PRIMARY PURPOSE IS TO CONTRIBUTE TO THE STUDENT'S EMOTIONAL AND PHYSICIAL WELL BEING. 52794137 1110679 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). 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) 52794137 1110679 128507823 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 0 1 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 1 1 0 0 0 1 306 0 1831 1 1 1 0 0 0 0 1 1 0 0 0 0 X 38 38 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X X JEFFREY A LISTWAK 4123975263 6001 UNIVERSITY BLVD MOON TOWNSHIP PA 15108 GARY R CLAUS 5.00 X 0 0 0 DAVID J MALONE 2.00 X 0 0 0 RICHARD J HARSHMAN 2.00 X 0 0 0 CLAUDIO ABREAU 2.00 X 0 0 0 MICHAEL BARBARITA 2.00 X 0 0 0 JEFF D BERGMAN 2.00 X 0 0 0 JEFFREY S BROADHURST 2.00 X 0 0 0 RENEE CAVALOVITCH 2.00 X 0 0 0 CARRIE COGHILL 2.00 X 0 0 0 KEVIN COLBERT 2.00 X 0 0 0 CHARLES L COST 2.00 X 0 0 0 JOSEPH DIANGELO 2.00 X 0 0 0 MARGARET DICUCCIO 2.00 X 0 0 0 VICTOR GREGOVITS 2.00 X 0 0 0 CHARLES HOMAN 2.00 X 0 0 0 THOMAS HUNLEY 2.00 X 0 0 0 STEPHEN W KLEMASH 2.00 X 0 0 0 DAVID LANCIA 2.00 X 0 0 0 MARGARET LARKINS-PETTIGREW 2.00 X 0 0 0 VINCENT W LOCHER 2.00 X 0 0 0 BARBARA A MCNEES 2.00 X 0 0 0 NORMAN MITRY 2.00 X 0 0 0 FRANK A MOLINERO 2.00 X 0 0 0 GERD D MUELLER 2.00 X 0 0 0 JOSEPH W NOCITO 2.00 X 0 0 0 MORGAN O'BRIEN 2.00 X 0 0 0 KOLIA O'CONNOR 2.00 X 0 0 0 ROBERT W ROGERS 2.00 X 0 0 0 PATRICIA R ROONEY 2.00 X 0 0 0 ROBIN SANDERS 2.00 X 0 0 0 WILLY SCHERF 2.00 X 0 0 0 GARY SOKULSKI 2.00 X 0 0 0 GREGORY SPENCER 2.00 X 0 0 0 THOMAS STERLING 2.00 X 0 0 0 SUSAN M SUVER 2.00 X 0 0 0 STEPHEN A VAN OSS 2.00 X 0 0 0 JOHN WALDRON 2.00 X 0 0 0 THOMAS K WHITFORD 2.00 X 0 0 0 WILLIAM COPELAND 2.00 X 0 0 0 ELIZABETH DICKEY 2.00 X 0 0 0 WELLING FRUEHAUF 2.00 X 0 0 0 NICK PRATER 2.00 X 0 0 0 JAMES RUDOLPH 2.00 X 0 0 0 THERESA SCHEETZ 2.00 X 0 0 0 JOHN VIEHMAN 2.00 X 0 0 0 GREGORY G DELL'OMO 50.00 X 530952 0 4024 DAN W KIENER 50.00 X 309971 0 7473 SIDNEY ZONN 50.00 X 264430 0 6862 DAVID L JAMISON 50.00 X 264174 0 3552 JAY T CARSON 50.00 X 260588 0 7122 LYNDA J DAVIDSON 50.00 X 209873 0 802 JEFFREY A LISTWAK 50.00 X 203573 0 5260 PETER K FAIX 50.00 X 202283 0 2266 DERYA A JACOBS 50.00 X 208694 0 6427 MICHAEL J FRANTZ 50.00 X 196672 0 4372 JOHN E GRAHAM 50.00 X 192355 0 5710 ELLEN G WIECKOWSKI 50.00 X 186003 0 3459 DARCY B TANNEHILL 50.00 X 181203 0 1391 JOHN MICHALENKO 50.00 X 167135 0 5934 PERRY F ROOFNER 50.00 X 164235 0 3552 ANDREW TOOLE 40.00 X 189353 0 125 SAL M BUSCAGLIA 40.00 X 181225 0 1391 YUDIRIM OMURTAG 40.00 X 179761 0 3364 FRED G KOHUN 40.00 X 171978 0 4729 PEGGY M OUTON 40.00 X 167386 0 3552 4431844 0 81367 20 0 1 0 PREMIER TECHNOLOGY SYSTEMS FOUR COINS DRIVE CANONSBURG PA 15317 VOICE & DATA CABLING 288102 ROSS BIANCO 612 CALIFORNIA AVENUE PITTSBURGH PA 15202 CONSTRUCTION PROJECT OVERSIGHT 270950 DELOITTE & TOUCHE LLP 2500 ONE PPG PLACE PITTSBURGH PA 15222 ACCOUNTING & AUDITING 215706 DQE COMMUNICATIONS PO BOX 535378 PITTSBURGH PA 15253 INTERNET FIBER CONNECTION LEASE 126800 J FRANCIS COMPANY 1410 HIGH STREET PITTSBURGH PA 15212 GENERAL CONTRACTOR - REPAIR & MAINT 103037 5 6935823 1896430 8832253 TUITION AND FEES 611710 101353481 101353481 AUXILIARY ENTERPRISES 611710 17212301 17212301 ISLAND SPORTS CENTER 713940 5121739 453008 4668731 HOLIDAY INN REVENUES 611710 3051470 3051470 OTHER REVENUES 611710 2377294 2377294 1571312 1018259 553053 130687597 752373 752373 813223 124152 737829 0 75394 124152 199546 199546 213532 84785 128747 128747 140600516 122414343 8273254 1080666 26552006 26552006 3804157 2277331 1177029 349797 40860998 39640917 596178 623903 3077046 2937348 79388 60310 7670197 7321970 197891 150336 3072757 2933254 79277 60226 15406 14707 397 302 167269 159675 4316 3278 85882 85882 19788463 18890067 510542 387854 943640 900799 24346 18495 2293522 2189396 59173 44953 3451842 3295128 89058 67656 2626973 2507708 67776 51489 3323712 3172815 85752 65145 4134875 3947151 106680 81044 9379088 8953278 241980 183830 627224 598748 16182 12294 OTHER COSTS 1287391 1228944 33215 25232 RECRUITMENT 426784 407408 11011 8365 DUES AND SUBSCRIPTIONS 409027 390457 10553 8017 PROFESSIONAL DEVELOP. 197691 188716 5100 3875 134195950 128507823 3481726 2206401 238549 1176876 19122044 13188505 3063978 3831464 822383 1301367 1132621 197876 171229 305381 2488554 2500796 231216658 80351720 126819225 150864938 26421920 24748755 12598372 11422426 192878875 209538384 20660226 18509709 6112391 8006149 61001450 59282683 18297115 32483870 1679656 1680425 107750838 119962836 X 66968568 72009453 9267600 8460857 8891869 9105238 85128037 89575548 192878875 209538384 X 6404566 -1957055 X 0 1 1 X 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 85882 85882 134110067 134195949 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 58163 73005 62831 85882 279881 250000 250000 250000 250000 1000000 1500000 26696814 294143 -1120820 1083754 24786383 19491552 4153189 3932311 880238 26696814 17253506 831255 2580924 1174133 19491552 21445763 1345584 -4634074 903767 17253506 0.47000 0.37000 0.16000 0 0 5403855 5403855 147627996 40952966 106675030 49218018 29674464 19543554 28966789 9724290 19242499 150864938 RECEIVABLES FROM VENDORS, CLIENTS AND AGENCIES 1868590 ASSETS HELD BY TRUSTEES UNDER DEBT COVENANTS 9553836 11422426 FEDERAL GOVT ADVANCES FOR STUDENT LOANS 1146151 FUNDS HELD IN CUSTODY FOR OTHERS 534274 1680425 140600516 134195950 6404566 -1828308 -128747 -1957055 4447511 112091455 -1828308 -1828308 113919763 26680753 26680753 140600516 107643944 0 107643944 26552006 26552006 134195950 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE PRIMARY INTENDED USE OF THE ENDOWMENT IS TO FUND SCHOLARSHIPS FOR STUDENTS AND TO SUPPLEMENT SOME OPERATIONS. THE ANNUAL SPENDING IS ALLOCATED APPROXIMATELY 90% TOWARDS SCHOLARSHIPS AND 10% TOWARDS OPERATIONS. IN ADDITION, WE INVEST WITH THE OBJECTIVE OF PRESERVING THE REAL VALUE, OR PURCHASING POWER, OF THE ENDOWMENT AGAINST THE IMPACT OF INFLATION. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: FIN 48 (ASC 740) FOOTNOTE: 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, 2009 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 IMPACT ON THE UNIVERSITY'S FINANCIAL STATEMENTS. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN REFLECTED IN THE UNIVERSITY'S FINANCIAL STATEMENTS. PART XI, LINE 8 - OTHER ADJUSTMENTS: ESTIMATED PROFIT FROM FUNDRAISING EVENTS -128,747. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIP ALLOWANCES 26,552,006. NET PROFIT FROM FUNDRAISING EVENTS 128,747. PART XIII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIP ALLOWANCES 26,552,006. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION SCHEDULE E, PART I, LINE 3 A STATEMENT CONCERNING THE UNIVERSITY'S NON-DISCRIMINATORY POLICY IS INCLUDED IN ALL ADVERTISING. EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE SCHEDULE E, PART I, LINE 6 THE UNIVERSITY ANNUALLY RECEIVES INSTITUTIONAL ASSISTANCE GRANT (IAG) FUNDS FROM THE COMMONWEALTH OF PENNSYLVANIA. THIS IS A STANDARD FUNDING STREAM FOR PRIVATE UNIVERSITY PHEAA RECIPIENTS. EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES STUDY ABROAD PROGRAMS, 36 STUDENT PARTICIPANTS 153888 SOUTH AMERICA 0 0 PROGRAM SERVICES STUDY ABROAD PROGRAMS, 7 STUDENT PARTICIPANTS 3242 0 0 0 0 0 0 157130 0 157130 0 0 0 0 0 0 PROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.: SCHEDULE F, PART I, LINE 2: THE UNIVERSITY DOES NOT ISSUE GRANTS OUTSIDE THE US, BUT IT DOES INCUR EXPENSES FOR STUDENTS STUDYING ABROAD. STUDENTS PAY THEIR REGULAR RMU TUITION, AND THE UNIVERSITY IN TURN PAYS THEIR TUITION TO THE FOREIGN INSTITUTION THAT THEY WILL BE ATTENDING. THOSE EXPENSES ARE TRACKED IN THE STUDY ABROAD OFFICE AND IN THE GENERAL LEDGER. WALTON GOLF TOURN. 107468 107468 4232 10000 16303 2730 ALUMNI GOLF OUTING 59864 59864 4442 13125 7516 1765 1 46200 46200 2913 10000 9709 2050 213532 213532 11587 33125 33528 6545 84785 128747 1 NEED 332 FIFTH AVENUE PITTSBURGH PA 152222411 256070821 501(C)(3) 43200 FINANCIAL AID TO MINORITY STUDENTS INTERNAL SCHOLARSHIPS AND GRANTS 3132 26110914 EXTERNAL SCHOLARSHIPS AND GRANTS 256 615023 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: GRANTS (FEDERAL/STATE) PASSED THROUGH TO STUDENTS ARE MONITORED USING OUR INTERNAL APPLICATION (POWERFAIDS), THE STATE(PHEAA) AND FEDERAL (COD- COMMON ORIGINATION AND DISBURSEMENT) ELECTRONIC SYSTEMS. A VALIDATION OF RECORDS AMONG ALL THREE SYSTEMS IS CONDUCTED PERIODICALLY THROUGHOUT THE ACADEMIC YEAR AND FOR SEMESTER END RECONCILIATIONS. THOSE SYSTEMS VERIFY THE CRITERIA FOR THE GRANTS HAVE BEEN MET AND THE DOLLAR AMOUNTS RECEIVED HAVE BEEN DISTRIBUTED APPROPRIATELY. X X X 1 1 X X X X 0 0 0 0 0 0 0 1 0 GREGORY G DELL'OMO 340976 0 100000 0 89976 0 0 0 4024 0 534976 0 0 0 DAN W KIENER 245861 0 62500 0 1610 0 0 0 7473 0 317444 0 0 0 SIDNEY ZONN 228218 0 34798 0 1414 0 0 0 6862 0 271292 0 0 0 DAVID L JAMISON 214314 0 47300 0 2560 0 0 0 3552 0 267726 0 0 0 JAY T CARSON 203656 0 52500 0 4432 0 0 0 7122 0 267710 0 0 0 LYNDA J DAVIDSON 208608 0 0 0 1265 0 0 0 802 0 210675 0 0 0 JEFFREY A LISTWAK 176366 0 26886 0 321 0 0 0 5260 0 208833 0 0 0 PETER K FAIX 175184 0 26267 0 832 0 0 0 2266 0 204549 0 0 0 DERYA A JACOBS 208266 0 0 0 428 0 0 0 6427 0 215121 0 0 0 MICHAEL J FRANTZ 169106 0 25846 0 1720 0 0 0 4372 0 201044 0 0 0 JOHN E GRAHAM 184138 0 0 0 8217 0 0 0 5710 0 198065 0 0 0 ELLEN G WIECKOWSKI 161008 0 24345 0 650 0 0 0 3459 0 189462 0 0 0 DARCY B TANNEHILL 164522 0 16400 0 281 0 0 0 1391 0 182594 0 0 0 JOHN MICHALENKO 144673 0 22294 0 168 0 0 0 5934 0 173069 0 0 0 PERRY F ROOFNER 142442 0 21272 0 521 0 0 0 3552 0 167787 0 0 0 ANDREW TOOLE 128442 0 55075 0 5836 0 0 0 125 0 189478 0 0 0 SAL M BUSCAGLIA 125735 0 48609 0 6881 0 0 0 1391 0 182616 0 0 0 YUDIRIM OMURTAG 163851 0 0 0 15910 0 0 0 3364 0 183125 0 0 0 FRED G KOHUN 152739 0 0 0 19239 0 0 0 4729 0 176707 0 0 0 PEGGY M OUTON 155440 0 10000 0 1946 0 0 0 3552 0 170938 0 0 0 PART I, LINE 1A THE UNIVERSITY PRESIDENT RECEIVES A HOUSING ALLOWANCE IN PLACE OF HAVING A RESIDENCE ON CAMPUS WHICH IS THE STANDARD FOR MANY COLLEGES AND UNIVERSITIES. THE UNIVERSITY PRESIDENT AND VP OF FUNDRAISING ARE ALSO REIMBURSED FOR SOCIAL CLUB DUES USED FOR ENTERTAINMENT OF BUSINESS PARTNERS, DONORS, AND POTENTIAL DONORS. 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 PART I, LINE 7: CERTAIN EMPLOYEES HAVE VARIABLE COMPENSATION ARRANGEMENTS WHICH ARE DEPENDENT ON PERFORMANCE EVALUATIONS. ALLEGHENY CO HIGHER EDUCATION BUILDING AUTH 251425398 01728REF2 2006-04-01 1480000 REFINANCE 96 BONDS 0 0 0 ALLEGHENY CO HIGHER EDUCATION BUILDING AUTH 251425398 01728REG0 2006-04-01 1270000 REFINANCE 96 BONDS 0 0 0 ALLEGHENY CO HIGHER EDUCATION BUILDING AUTH 251425398 01728REH8 2006-04-01 8410000 REFINANCE 96 BONDS 0 0 0 ALLEGHENY CO HIGHER EDUCATION BUILDING AUTH 251425398 01728RFQ7 2008-08-01 360000 CAMPUS BUILDING CONSTRUCTION 0 0 0 1480000 140506 12015 1327478 1997 1 0 1 1 1270000 120570 10310 1139120 1997 1 0 1 1 8410000 798419 68275 7543307 1997 1 0 1 1 360000 26712 2455 330833 2009 0 0 1 1 0 0 0 0 1 0 0 0 0 1 0 0 0 0 1 0 0 0 0 1 0 0 0 1 WESTLE 20.000000000000 1 0 0 0 0 0 1 WESTLE 20.000000000000 1 0 0 0 0 0 1 WESTLE 20.000000000000 1 0 0 0 0 0 0 0 0 X ALLEGHENY CO HIGHER EDUCATION BUILDING AUTH 251425398 01728RFR5 2008-08-01 380000 CAMPUS BUILDING CONSTRUCTION 0 0 0 ALLEGHENY CO HIGHER EDUCATION BUILDING AUTH 251425398 01728RFT1 2008-08-01 820000 CAMPUS BUILDING CONSTRUCTION 0 0 0 ALLEGHENY CO HIGHER EDUCATION BUILDING AUTH 251425398 01728RFW4 2008-08-01 7500000 CAMPUS BUILDING CONSTRUCTION 0 0 0 ALLEGHENY CO HIGHER EDUCATION BUILDING AUTH 251425398 01728RFX2 2008-08-01 11945000 CAMPUS BUILDING CONSTRUCTION 0 0 0 380000 28196 2591 349213 2009 0 0 1 1 820000 60844 5591 753565 2009 0 0 1 1 7500000 556500 51136 6892364 2009 0 0 1 1 11945000 886319 81443 10977238 2009 0 0 1 1 0 0 0 0 1 0 0 0 0 1 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ALLEGHENY CO HIGHER EDUCATION BUILDING AUTH 251425398 01728RGE3 2010-06-17 265000 CAMPUS BUILDING CONSTRUCTION 0 0 0 ALLEGHENY CO HIGHER EDUCATION BUILDING AUTH 251425398 01728RGF0 2010-06-17 270000 CAMPUS BUILDING CONSTRUCTION 0 0 0 ALLEGHENY CO HIGHER EDUCATION BUILDING AUTH 251425398 01728RGG8 2010-06-17 280000 CAMPUS BUILDING CONSTRUCTION 0 0 0 ALLEGHENY CO HIGHER EDUCATION BUILDING AUTH 251425398 01728RGH6 2010-06-17 290000 CAMPUS BUILDING CONSTRUCTION 0 0 0 265000 18276 2248 244476 2011 0 0 1 1 270000 18621 2291 249089 2011 0 0 1 1 280000 19310 2376 258314 2011 0 0 1 1 290000 20000 2461 267540 2011 0 0 1 1 0 0 0 0 1 0 0 0 0 1 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ALLEGHENY CO HIGHER EDUCATION BUILDING AUTH 251425398 01728RGJ2 2010-06-17 305000 CAMPUS BUILDING CONSTRUCTION 0 0 0 ALLEGHENY CO HIGHER EDUCATION BUILDING AUTH 251425398 01728RGK9 2010-06-17 320000 CAMPUS BUILDING CONSTRUCTION 0 0 0 ALLEGHENY CO HIGHER EDUCATION BUILDING AUTH 251425398 01728RGL7 2010-06-17 335000 CAMPUS BUILDING CONSTRUCTION 0 0 0 ALLEGHENY CO HIGHER EDUCATION BUILDING AUTH 251425398 01728RGM5 2010-06-17 350000 CAMPUS BUILDING CONSTRUCTION 0 0 0 305000 21034 2588 281378 2011 0 0 1 1 320000 22069 2715 295216 2011 0 0 1 1 335000 23103 2842 309054 2011 0 0 1 1 350000 24138 2970 322893 2011 0 0 1 1 0 0 0 0 1 0 0 0 0 1 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ALLEGHENY CO HIGHER EDUCATION BUILDING AUTH 251425398 01728RGN3 2010-06-17 4775000 CAMPUS BUILDING CONSTRUCTION 0 0 0 ALLEGHENY CO HIGHER EDUCATION BUILDING AUTH 251425298 01728RGP8 2010-06-17 8365000 CAMPUS BUILDING CONSTRUCTION 0 0 0 MOON INDUSTRIAL DEVELOPMENT AUTH 251398575 2003-08-29 9100000 CAMPUS BUILDING & GROUNDS CONST 0 0 0 MOON INDUSTRIAL DEVELOPMENT AUTH 251398575 2004-01-09 3100000 CAMPUS BUILDING & GROUNDS CONST 0 0 0 4775000 329307 40515 4405178 2011 0 0 1 1 8365000 576891 70976 7717133 2011 0 0 1 1 9100000 177596 8922404 2004 0 0 1 1 3100000 60500 3039500 2004 0 0 1 1 0 0 0 0 1 0 0 0 0 1 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 MCCANDLESS INDUSTRIAL DEV AUTH 251349346 2005-04-22 10000000 CAMPUS BUILDING CONSTRUCTION 0 0 0 WILKINS AREA INDUSTRIAL DEVELOPMENT AUTH 2011-12-29 6500000 CAMPUS BUILDING & GROUNDS CONST 0 0 0 WILKINS AREA INDUSTRIAL DEVELOPMENT AUTH 2012-01-04 8500000 CAMPUS BUILDING & GROUNDS CONST 0 0 0 10000000 107900 9892100 2006 0 0 1 1 6500000 123358 6376642 2012 0 0 0 1 8500000 66936 8433064 2012 0 0 0 1 0 0 0 0 1 0 1 1 0 0 0.00000 0.00000 0.00000 1 0 1 1 0 0 0.00000 0.00000 0.00000 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 OFFICERS DEPENDENTS TUITION - $55,198 SCOTT BRANVOLD FAMILY OF KEY EE 97420 EMPLOYMENT 0 ANDREA FRANTZ FAMILY OF KEY EE 88863 EMPLOYMENT 0 ADAM SULLIVAN FAMILY OF KEY EE 75773 EMPLOYMENT 0 JULIANNE MICHALENKO FAMILY OF KEY EE 37384 EMPLOYMENT 0 POLLY DELL'OMO FAMILY OF OFFICER 13796 EMPLOYMENT 0 FORM 990, PART VI, SECTION B, LINE 11 THE FORM IS COMPLETED BY THE ACCOUNTING STAFF/CHIEF ACCOUNTING OFFICER AND CONTROLLER'S GROUP AND IS REVIEWED IN DETAIL BY BOTH THE CHIEF ACCOUNTING OFFICER AND 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. 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 AND WE PLACE OUR 990 IS ON GUIDESTAR SO IT IS AVAILABLE TO THE PUBLIC ON ANOTHER'S WEBSITE. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -1,828,308. ESTIMATED PROFIT FROM FUNDRAISING EVENTS -128,747. TOTAL TO FORM 990, PART XI, LINE 5: -1,957,055. RMC COLONIAL CORPORATION 6001 UNIVERSITY BOULEVARD MOON TOWNSHIP PA 15108 251499278 INACTIVE PA 501(C)(3) 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) 509(A)(2) ROBERT MORRIS UNIVERSITY 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0