2012-05-14T10:37:52-05:00 2011-06-30 LUMSDEN & MCCORMICK LLP 403 MAIN ST SUITE 430 BUFFALO NY 14203 990 2010-07-01 160805158 MEDAILLE COLLEGE MEDA 7168802000 18 AGASSIZ CIRCLE BUFFALO NY 14214 MATTHEW CARVER 7168802000 2012-05-14 1 JOHN P SCHIAVONE 7168563300 2010 2016-02-24 21:20:13Z DR RICHARD T JURASEK PH 18 AGASSIZ CIRCLE BUFFALO NY 14214 60826173 0 X WWW.MEDAILLE.EDU X 1969 NY PREPARING LEARNERS FOR CAREER SUCCESS AND A LIFELONG COMMITMENT TO A CIVIC AND SUSTAINABLE FUTURE. 18 17 1099 63 0 0 1726091 2210040 53860614 52801186 45360 181832 289338 286729 55921403 55479787 12789793 13508792 0 0 20193164 20378180 21014 50197 571648 17915762 18753836 50919733 52691005 5001670 2788782 52380918 62790993 28813789 36439676 23567129 26351317 X MEDAILLE COLLEGE CONCENTRATES ON EXCELLENCE IN TEACHING, WITH AN EMPHASIS ON PERSONAL ATTENTION TO ITS DIVERSE STUDENT BODY. ITS CURRICULUM PROVIDES A SOLID LIBERAL ARTS AND SCIENCES FOUNDATION WITH EARLY ACCESS TO CAREER-ORIENTED EDUCATION. THE FACULTY AND ALL OF THOSE INVOLVED IN THE MISSION OF EDUCATION CHALLENGE STUDENTS AND THEMSELVES TO THE HIGHEST POSSIBLE STANDARDS OF ACHIEVEMENT, BUT THAT CHALLENGE IS BALANCED BY SUPPORT FOR EVERY INDIVIDUAL STUDENT AND A CONCERN THAT EACH ONE SUCCEEDS. 0 0 40442281 13508792 48707752 EDUCATIONAL/INSTRUCTIONAL SERVICES OFFERED IN A VARIETY OF AREAS, STUDENT SERVICES AND AUXILIARY ENTERPRISE OPERATIONS 40442281 1 1 0 1 0 0 0 0 1 1 0 0 1 0 0 1 0 1 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 38 0 1 1099 1 0 0 0 0 0 1 1 0 0 0 0 X 18 17 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 1 0 1 1 0 X X MATTHEW CARVER 7168802000 18 AGASSIZ CIRCLE BUFFALO NY 14214 STUART H ANGERT 1.00 X X 0 0 0 ANDRES GARCIA 1.00 X X 0 0 0 DR JUANITA K HUNTER EDD 1.00 X X 0 0 0 DR RICHARD T JURASEK PHD 40.00 X X 222770 0 34775 MARGARET KAFKA 1.00 X 0 0 0 JAMES R KASKIE 1.00 X 0 0 0 CHARLES E MORAN JR 1.00 X X 0 0 0 WILLIAM H PEARCE JR 1.00 X 0 0 0 MICHAEL K WALSH 1.00 X X 0 0 0 STEPHEN L CICCHINELLI 1.00 X 0 0 0 ROBBY TAKAC 1.00 X 0 0 0 PETER J FREYBURGER DVM 1.00 X 0 0 0 HORACE A GIOIA ESQ 1.00 X 0 0 0 ROBERT L STEVENSON 1.00 X 0 0 0 ELLEN E GRANT PHD LCSW-R 1.00 X 0 0 0 ROBERT S GRABER 1.00 X 0 0 0 HEIDI A RAPHAEL 1.00 X 0 0 0 ROCCO TERMINI 1.00 X 0 0 0 DOUGLAS HOWARD 40.00 X 163279 0 17261 MATTHEW J CARVER 40.00 X 117754 0 22689 JUDITH HOROWITZ 40.00 X 134842 0 18866 NORMAN MUIR 40.00 X 111410 0 23914 ROBERT A DISIBIO 40.00 X 127467 0 23635 HELLEN L HORNE-MOYER 40.00 X 109869 0 22561 JOSEPH SAVARESE 40.00 X 111816 0 24041 1099207 0 187742 11 0 1 0 ARAMARK FACILITY SERVICES 24818 NETWORK PLACE CHICAGO IL 60673 PROFESSIONAL SERVICES & CONTRACTS 2630882 TRAVERS COLLINS & COMPANY 726 EXCHANGE STREET SUITE 500 BUFFALO NY 14210 MARKETING, ADVERTISING AND PUBLIC RELATI 1646703 CHARTWELLS PO BOX 91337 CHICAGO IL 60693 FOOD SERVICES CONTRACT 1518187 R&P OAK HILL DEVELOPMENT LLC 3556 LAKESHORE ROAD SUITE 620 BUFFALO NY 14216 PROFESSIONAL SERVICES & CONTRACTS 1443759 DREXEL KORMAN CENTER 3141 CHESTNUT ST PHILADELPHIA PA 19104 SOFTWARE MAINTENANCE 1015448 7 56547 1553258 600235 2210040 TUITION AND FEES 611710 48707752 48707752 ROOM AND BOARD 611710 2474022 2474022 FOODSERVICE 611710 1619412 1619412 52801186 53524 53524 5417398 5289090 128308 128308 128308 60398 56547 57296 3102 3102 MISCELLANEOUS 611710 233280 233280 BOOKSTORE 611710 50347 50347 283627 55479787 48707752 0 4561995 13508792 13508792 411196 384289 26907 15857391 12940358 2581432 335601 647902 447286 189312 11304 2280142 1524333 711260 44549 1181549 779822 378096 23631 133479 133479 50197 50197 1371680 1039543 332137 1279130 1247926 30747 457 1833454 1271217 510931 51306 1274507 16385 1245231 12891 889487 255334 634153 179983 156571 23104 308 867290 721552 141898 3840 1821712 1202330 619382 3067878 2607696 460182 183901 6583 177318 PURCHASED SERVICES 2949494 1851784 1097710 EQUIPMENT RENTAL & MAIN 1426648 94256 1332392 MISCELLANEOUS 830418 458890 360871 10657 BAD DEBT EXPENSE 422450 20045 402405 STUDENT AID EXPENSE 222325 158099 64226 52691005 40442281 11677076 571648 3320 1603296 9455290 10079164 870244 1046791 274052 491365 153622 119945 99780 84840 236192 272815 65235933 28428912 34830530 36807021 4016466 4073172 2441422 8212584 52380918 62790993 3391584 3482127 2291381 2492615 21505000 28994378 1625824 1470556 28813789 36439676 X 22097077 24536983 610795 872881 859257 941453 23567129 26351317 52380918 62790993 X 2788782 -4594 X 0 1 1 X 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 72000 72000 0 EXPLANATION OF OTHER LOBBYING ACTIVITIES: PART II-B, LINE 1I: THE COLLEGE ENLISTED THE SERVICES OF BOLTON-ST JOHNS, LLC . THIS FIRM ACTED ON BEHALF OF THE COLLEGE WITH STATE AND LOCAL GOVERNMENTS TO OBTAIN GRANT FUNDING FOR VARIOUS PROJECTS. 961540 82196 31542 26626 1048652 1158723 143384 68037 408604 961540 1071587 1326414 43441 1282719 1158723 0.90000 1.00000 0 0 3028408 3028408 43317493 15497554 27819939 14299145 10267425 4031720 4590887 2663933 1926954 36807021 ASSETS LIMITED AS TO USE 7835332 DEFERRED FINANCING COSTS 377252 8212584 55479787 52691005 2788782 -4594 -4594 2784188 42023697 -4594 -4594 42028291 13451496 13451496 55479787 39239509 0 39239509 13451496 13451496 52691005 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: PERMANENTLY RESTRICTED ENDOWMENT FUNDS ARE TO BE INVESTED IN PERPETUITY; THE INCOME AND GAINS (TERM ENDOWMENT) ARE EXPENDABLE TO SUPPORT STUDENT SCHOLARSHIPS AND AWARDS. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS 13,508,792. FUNDRAISING EXPENSES -57,296. PART XIII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS 13,508,792. FUNDRAISING EXPENSES -57,296. 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 THE COLLEGE'S RACIALLY NON-DISCRIMINATORY POLICY IS STATED IN THE COLLEGE CATALOG, RECRUITMENT MAILINGS, AND OTHER BROCHURES EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE SCHEDULE E, PART I, LINE 6 THE COLLEGE RECEIVES AID FROM FEDERAL AND NEW YORK STATE AGENCIES. X X X X 1 WILSON BENNETT TECHNOLOGY 140 PROFESSIONAL DR STE 2 CABOT AR 72023 ANNUAL FUND 0 0 30000 30000 WEST WIND CONSULTING 120 BRINDLEY ST STE 7 ITHACA NY 14850 ANNUAL FUND 0 0 16408 16408 46408 46408 NY ALLEN DOWNING GOLF TOURNAMENT 61135 30885 30250 30415 ATHLETICS FUNDRAISING 55810 25662 30148 26881 116945 56547 60398 57296 57296 3102 1 FINANCIAL AID 2782 13508792 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: GRANTS AND FINANCIAL AID ARE GIVEN TO STUDENTS ATTENDING THE COLLEGE. THE OFFICE OF FINANCIAL AID MONITORS THE FUNDS THAT ARE GIVEN TO EACH STUDENT. X 1 0 X 0 0 0 0 0 0 0 0 0 DR RICHARD T JURASEK PHD 221582 0 0 0 1188 0 18590 0 16185 0 257545 0 0 0 DOUGLAS HOWARD 162505 0 0 0 774 0 9934 0 7327 0 180540 0 0 0 JUDITH HOROWITZ 134662 0 0 0 180 0 10008 0 8858 0 153708 0 0 0 ROBERT A DISIBIO 125181 0 0 0 2286 0 8450 0 15185 0 151102 0 0 0 PART I, LINE 1A HOUSING IS PROVIDED FOR THE PRESIDENT OF THE COLLEGE. ERIE COUNTY INDUSTRIAL DEVELOPMENT AGENCY 161090858 2003-04-30 16910000 INSTITUTIONAL DEVELOPMENT 0 0 0 ERIE COUNTY INDUSTRIAL DEVELOPMENT AGENCY 161090858 2003-04-30 2250000 INSTITUTIONAL DEVELOPMENT 0 0 0 ERIE COUNTY INDUSTRIAL DEVELOPMENT AGENCY 161090858 2010-11-23 11480000 INSTITUTIONAL DEVELOPMENT 0 0 1 16910000 1604520 3251533 775417 1006075 10272455 2005 0 0 1 1 2250000 2250000 2005 0 0 1 1 11480000 3295000 2954106 5230894 2012 0 0 0 1 0 0 0 0 0.00000 0.00000 0.00000 1 0 0 0 0 0.00000 0.00000 0.00000 1 0 0 0 0 0.00000 0.00000 0.00000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE DRAFT FORM 990 IS REVIEWED BY THE VICE PRESIDENT - BUSINESS & FINANCE, THE CONTROLLER, AND THE PAYROLL MANAGER FOR ACCURACY BEFORE IT IS FILED. A COPY IS FORWARDED TO THE BOARD OF TRUSTEES FOR REVIEW PRIOR TO FINAL FILING. FORM 990, PART VI, SECTION B, LINE 15 THE DIRECTOR OF HUMAN RESOURCES PERFORMS A COMPARISON OF COMPENSATION FOR ALL OFFICERS, MANAGEMENT OFFICIALS, AND KEY EMPLOYEES. THE DATA USED FOR COMPARISON IS OBTAINED FROM THE COLLEGE & UNIVERSITY PROFESSIONAL ASSOCIATION FOR HUMAN RESOURCES, WHICH IS PUBLISHED ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS AND HANDBOOKS ARE AVAILABLE ONLINE AT THE COLLEGE'S WEBSITE, WWW.MEDAILLE.EDU. KEY FINANCIAL INFORMATION IS DISCLOSED IN THE COLLEGE'S ANNUAL REPORT. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -4,594. THEODORE ROOSEVELT SCHOOL FOUNDATION 18 AGASSIZ CIRCLE BUFFALO NY 14214 311652236 PROVIDE DEVELOPMENT ACTIVITIES FOR THE COLLEGE HONORS PROGRAM NY 501(C)(3) LINE 5 MEDAILLE COLLEGE 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0