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ROBERT MORRIS UNIVERSITY: Form 990, tax year 2009

View the entire original 990 at ProPublica ↗

Organization
ROBERT MORRIS UNIVERSITY (EIN 25-1120678)
Tax period
2009-06-01 to 2010-05-31
Filed
2011-04-02
IRS object ID
201120929349300002
Schema version
2009v1.7
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2011-04-02T07:56:25-05:00Timestamp
Tax Period End Date2010-05-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1DELOITTE TAX LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line12500 ONE PPG PLACEAddressLine1
CityPITTSBURGHCity
StatePAState
ZIP Code152225401ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2009-06-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN251120678EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1ROBERT MORRIS UNIVERSITYBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlROBENameControl
Phone4123975277Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line16001 UNIVERSITY BLVD REVERE CENTERAddressLine1
CityMOON TOWNSHIPCity
StatePAState
ZIP Code15108ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameGREGORY G DELL'OMOName
TitlePRESIDENTTitle
Phone4123975277Phone
Date Signed2011-03-24DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
Phone4123387200Phone
FieldValueIRS element (for citing)
Tax Year2009TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonGREGORY G DELL'OMONameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line16001 UNIVERSITY BLVD REVERE CENTERAddressLine1
CityMOON TOWNSHIPCity
StatePAState
ZIP Code15108ZIPCode
FieldValueIRS element (for citing)
Gross Receipts139728040GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501cXOrganization501c
Web SiteWWW.RMU.EDUWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1921YearFormation
State Legal DomicilePAStateLegalDomicile
Activity Or Mission DescriptionEDUCATIONAL INSTITUTIONActivityOrMissionDescription
Nbr Voting Members Governing Body33NbrVotingMembersGoverningBody
Nbr Independent Voting Members33NbrIndependentVotingMembers
Total Nbr Employees1599TotalNbrEmployees
Total Nbr Volunteers33TotalNbrVolunteers
Total Gross UBI5171606TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year4803374ContributionsGrantsPriorYear
Contributions Grants Current Year4408256ContributionsGrantsCurrentYear
Program Service Revenue Prior Year99295613ProgramServiceRevenuePriorYear
Program Service Revenue CY105378392ProgramServiceRevenueCY
Investment Income Prior Year858358InvestmentIncomePriorYear
Investment Income Current Year2727801InvestmentIncomeCurrentYear
Other Revenue Prior Year97427OtherRevenuePriorYear
Other Revenue Current Year90050OtherRevenueCurrentYear
Total Revenue Prior Year105054772TotalRevenuePriorYear
Total Revenue Current Year112604499TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year16596891GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY19072124GrantsAndSimilarAmntsCY
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year49046034SalariesEtcPriorYear
Salaries Etc Current Year50473533SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year1836562TotalFundrsngExpCurrentYear
Other Expense Prior Year37423715OtherExpensePriorYear
Other Expenses Current Year40265611OtherExpensesCurrentYear
Total Expenses Prior Year103066640TotalExpensesPriorYear
Total Expenses Current Year109811268TotalExpensesCurrentYear
Revenues Less Expenses Prior Year1988132RevenuesLessExpensesPriorYear
Revenues Less Expenses CY2793231RevenuesLessExpensesCY
Total Assets BOY160363209TotalAssetsBOY
Total Assets EOY161902879TotalAssetsEOY
Total Liabilities BOY89078297TotalLiabilitiesBOY
Total Liabilities EOY87945851TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY71284912NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY73957028NetAssetsOrFundBalancesEOY
Mission DescriptionSEE SCHEDULE OMissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense29017372Expense
Revenue66176498Revenue
DescriptionINSTRUCTION EXPENSES; DIRECT COSTS OF ALL ACTIVITIES THAT ARE PART OF THE UNIVERSITY'S INSTRUCTION PROGRAMS FROM ACADEMIC DEPARTMENTS.Description

Activity2 Activity2

FieldValueIRS element (for citing)
Expense19072124Expense
Grants19072124Grants
Revenue19072124Revenue
DescriptionSCHOLARSHIPS AND FELLOWSHIPSDescription

Activity3 Activity3

FieldValueIRS element (for citing)
Expense13764131Expense
Revenue18052917Revenue
DescriptionSTUDENT 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.Description

Activity Other ActivityOther (3 entries)

ExpenseExpenseRevenueRevenueDescriptionDescription
318514021313503AUXILIARY ENTERPRISES: RESIDENCE HALLS, DINING HALLS, RECREATIONAL
11131672ACADEMIC 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).
142429PUBLIC 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)
FieldValueIRS element (for citing)
Total Of Other Program Service Exp43125503TotalOfOtherProgramServiceExp
Total Of Other Program Service Rev1313503TotalOfOtherProgramServiceRev
Total Program Service Expense104979130TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities1LobbyingActivities
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments1TermOrPermanentEndowments
Balance Sheet Amounts Reported1BalanceSheetAmountsReported
Independent Audit Financial Stmt1IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School1School
Foreign Office0ForeignOffice
Foreign Activities1ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities1FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations1GrantsToOrganizations
Grants To Individuals1GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds1TaxExemptBonds
Invest Tax Exempt Bonds0InvestTaxExemptBonds
Escrow Account0EscrowAccount
On Behalf Of Issuer0OnBehalfOfIssuer
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person1GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp1OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions1DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity1RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With1096289NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees1599NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income1UnrelatedBusinessIncome
Form990-T Filed1Form990-TFiled
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions1QuidProQuoContributions
Quid Pro Quo Disclosure1QuidProQuoDisclosure
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Nbr Voting Governing Body Members33NbrVotingGoverningBodyMembers
Number Independent Voting Members33NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledPAStatesWhereCopyOfReturnIsFiled
Other WebsiteXOtherWebsite
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1JEFFREY A LISTWAKBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number4123975277TelephoneNumber

Address US AddressUS

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

Form990 Part VII Section A Form990PartVIISectionA (57 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficerKey EmployeeKeyEmployeeHighest Compensated EmployeeHighestCompensatedEmployee
JOSEPH W NOCITO
CHAIRMAN (TO 3/2010)2.00X000
GARY R CLAUS
CHAIRMAN (FROM 3/2010)2.00X000
DAVID J MALONE
vice chair2.00X000
RICHARD J HARSHMAN
vice chair (from 3/2010)2.00X000
MIchael BARBARITA
TRUSTEE2.00X000
JEFFREY S BROADHURST
TRUSTEE2.00X000
RENEE CAVALOVITCH
TRUSTEE2.00X000
CARRIE COGHILL
TRUSTEE (FROM 12/2009)2.00X000
CHARLES L COST
TRUSTEE2.00X000
WELLING W FRUEHAUF
TRUSTEE2.00X000
PATRICK A GALLAGHER
TRUSTEE2.00X000
VICTOR GREGOVITS
TRUSTEE2.00X000
CHARLES I HOMAN
TRUSTEE2.00X000
THOMAS A HUNLEY
TRUSTEE - ALUMNI REP.2.00X000
OLA JACKSON
TRUSTEE2.00X000
STEPHEN W KLEMASH
TRUSTEE2.00X000
DAVID LANCIA
TRUSTEE (FROM 12/2009)2.00X000
VINCENT W LOCHER
TRUSTEE2.00X000
TERRI L MARTS
TRUSTEE2.00X000
BARBARA A MCNEES
TRUSTEE2.00X000
NORMAN MITRY
TRUSTEE2.00X000
FRANK A MOLINERO
TRUSTEE2.00X000
GERD D MUELLER
TRUSTEE2.00X000
morgan o'brien
trUSTEE (FROM 9/2009)2.00X000
KOLIA O'CONNOR
trUSTEE (FROM 3/2010)2.00X000
ROBERT W ROGERS
TRUSTEE2.00X000
OFFICERS AND TRUSTEES
CONTINUED ON SCH J-2X000
PATRICIA R ROONEY
TRUSTEE2.00X000
JAMES A RUDOLPH
TRUSTEE2.00X000
WILLY SCHERF
TRUSTEE2.00X000
GREGORY SPENCER
TRUSTEE2.00X000
THOMAS W STERLING
TRUSTEE2.00X000
STEPHEN A VAN OSS
TRUSTEE2.00X000
THOMAS K WHITFORD
TRUSTEE2.00X000
WILLIAM COPELAND
TRUSTEE EMERITUS0.00X000
ELIZABETH DICKEY
TRUSTEE EMERITA0.00X000
CAESAR GAROFOLI
TRUSTEE EMERITUS0.00X000
NICK PRATER
TRUSTEE EMERITUS0.00X000
THERESA SCHEETZ
TRUSTEE EMERITA0.00X000
JOHN VIEHMAN
TRUSTEE EMERITUS0.00X000
GREGORY G DELL'OMO
PRESIDENT40.0041492004301X
DAN W KIENER
SR VP, BUSINESS AFFAIRS40.0029627604014X
SIDNEY ZONN
VP & GEN COUNSEL, SECRETAR40.0024993503341X
JAY T CARSON
VP, INST. ADVANCEMENT40.0021615703490X
DAVID L JAMISON
PROVOST, SR. VP ACAD.40.0021557903191X
JEFFREY A LISTWAK
VP, FINANCIAL OPERATIONS40.0019189703157X
PETER K FAIX
VP, HUMAN RESOURCES40.0018708603340X
MICHAEL J FRANTZ
VP ENROLLMENT40.0013417503332X
LYNDA J DAVIDSON
DEAN, SN & HEALTH40.0019355201129X
DERYA A JACOBS
DEAN, SCH BUSINESS40.001877720358X
JOHN E GRAHAM
DEAN, SCH EDU.40.0017731803139X
ELLEN G WIECKOWSKI
VP, INFO TECHNOLOGIES40.0017470901828X
MICHAEL T RICE
MEN'S BASKETBALL COACH40.0026648402079X
PEGGY M OUTON
DIR BAYER CTR FOR NP MGT40.0015602502924X
YUDIRIM OMURTAG
PROFESSOR OF ENGINEERING40.0014955203139X
PERRY F ROOFNER
VP FOR FACILITIES40.0014307003815X
JOHN C HAYWARD
DIR. GRAD ENGINEERING40.0014104100X
FieldValueIRS element (for citing)
Total Reportable Comp From Org3495548TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation46577TotalOtherCompensation
Number Individuals GT100 K69NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
premier technology systems
four coins drivecanonsburgPA15317voice & data cabling398681
DELOITTE & TOUCHE LLP
2500 one ppg placepITTSBURGHPA15222ACCOUNTING & AUDITING149143
limbach company llc
31 thirty fifth streetPITTSBURGHPA15201construction repairs & maintenance133147
big save hockey llc
4122 valleyvue drive ste 100gibsoniaPA15044athletic referees122766
DQE COMMUNICATIONS LLC
411 7TH AVENUEPITTSBURGHPA15219INTERNET FIBER CONNECTION LEASE115200
FieldValueIRS element (for citing)
Number Of Contractors GT100 K5NumberOfContractorsGT100K
Government Grants2509033GovernmentGrants
All Other Contributions1899223AllOtherContributions
Noncash Contributions44498NoncashContributions
Total Contributions4408256TotalContributions

Program Service Revenue ProgramServiceRevenue (5 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncomeUnrelated Business RevenueUnrelatedBusinessRevenue
TUITION AND FEES6117108383454783834547
AUXILIARY ENTERPRISES6117101313536913135369
ISLAND SPORTS CENTER71394041932574193257
OTHER REVENUES61171024720632472063
CONFERENCE CENTER RENT611710641768641768

Total Oth Program Service Revenue TotalOthProgramServiceRevenue

FieldValueIRS element (for citing)
Total Revenue Column1101388TotalRevenueColumn
Related Or Exempt Function Income764807RelatedOrExemptFunctionIncome
Unrelated Business Revenue336581UnrelatedBusinessRevenue
FieldValueIRS element (for citing)
Total Program Service Revenue105378392TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column492684TotalRevenueColumn
Exclusion$492,684ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities29298833Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities27063716Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities2235117Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column2235117TotalRevenueColumn
Exclusion$2,235,117ExclusionAmount
FieldValueIRS element (for citing)
Gross Income Fundraising Events149875GrossIncomeFundraisingEvents
Fundraising Direct Expenses59825FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column90050TotalRevenueColumn
Exclusion$90,050ExclusionAmount

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column112604499TotalRevenueColumn
Related Or Exempt Function Income100206786RelatedOrExemptFunctionIncome
Unrelated Business Revenue5171606UnrelatedBusinessRevenue
Exclusion$2,817,851ExclusionAmount

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total19072124Total
Program Services19072124ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total2127823Total
Program Services947273ProgramServices
Management And General895255ManagementAndGeneral
Fundraising285295Fundraising

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total36440223Total
Program Services35271979ProgramServices
Management And General655180ManagementAndGeneral
Fundraising513064Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total2644676Total
Program Services2518789ProgramServices
Management And General73258ManagementAndGeneral
Fundraising52629Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total6531392Total
Program Services6220497ProgramServices
Management And General180920ManagementAndGeneral
Fundraising129975Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total2729419Total
Program Services2599499ProgramServices
Management And General75605ManagementAndGeneral
Fundraising54315Fundraising

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total37706Total
Program Services35912ProgramServices
Management And General1044ManagementAndGeneral
Fundraising750Fundraising

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total146933Total
Program Services139939ProgramServices
Management And General4070ManagementAndGeneral
Fundraising2924Fundraising

Fees For Services Lobbying FeesForServicesLobbying

FieldValueIRS element (for citing)
Total73005Total
Management And General73005ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total12514772Total
Program Services11988597ProgramServices
Management And General275678ManagementAndGeneral
Fundraising250497Fundraising

Advertising Advertising

FieldValueIRS element (for citing)
Total832179Total
Program Services792568ProgramServices
Management And General23051ManagementAndGeneral
Fundraising16560Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total2366835Total
Program Services2254174ProgramServices
Management And General65561ManagementAndGeneral
Fundraising47100Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total3025694Total
Program Services2881671ProgramServices
Management And General83812ManagementAndGeneral
Fundraising60211Fundraising

Occupancy Occupancy

FieldValueIRS element (for citing)
Total4932259Total
Program Services4697483ProgramServices
Management And General136624ManagementAndGeneral
Fundraising98152Fundraising

Travel Travel

FieldValueIRS element (for citing)
Total2405973Total
Program Services2291449ProgramServices
Management And General66645ManagementAndGeneral
Fundraising47879Fundraising

Interest Interest

FieldValueIRS element (for citing)
Total3330508Total
Program Services3171976ProgramServices
Management And General92255ManagementAndGeneral
Fundraising66277Fundraising

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total7274836Total
Program Services6928554ProgramServices
Management And General201513ManagementAndGeneral
Fundraising144769Fundraising

Insurance Insurance

FieldValueIRS element (for citing)
Total644833Total
Program Services614139ProgramServices
Management And General17862ManagementAndGeneral
Fundraising12832Fundraising

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
OTHER COSTS182092517342495044036236
DUES AND SUBSCRIPTIONS366687349233101577297
RECRUITMENT31889730371888336346
PROFESSIONAL DEVELOP.17356916530748083454

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total109811268Total
Program Services104979130ProgramServices
Management And General2995576ManagementAndGeneral
Fundraising1836562Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY140529BOY
EOY65715EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY15333267BOY
EOY16696396EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY3992443BOY
EOY2575047EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY387602BOY
EOY616569EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
BOY1373784BOY
EOY1417099EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
BOY105018BOY
EOY118824EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY2500704BOY
EOY1914847EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis183426319LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec69566921LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY108393216BOY
EOY113859398EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY16145635BOY
EOY19460459EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY11991011BOY
EOY5178525EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY160363209BOY
EOY161902879EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY14540390BOY
EOY14740237EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY5470900BOY
EOY6033328EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

FieldValueIRS element (for citing)
BOY47595832BOY
EOY46480853EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

FieldValueIRS element (for citing)
BOY19614815BOY
EOY18964658EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY1856360BOY
EOY1726775EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY89078297BOY
EOY87945851EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY58071498BOY
EOY61019253EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY7876031BOY
EOY7475148EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY5337383BOY
EOY5462627EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY71284912BOY
EOY73957028EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY160363209BOY
EOY161902879EOY
FieldValueIRS element (for citing)
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement SeparateXFinancialStatementSeparate
Federal Grant Audit Required1FederalGrantAuditRequired
Federal Grant Audit Performed1FederalGrantAuditPerformed

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
School170b1 AiiXSchool170b1Aii

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule C IRS990ScheduleC

Total Direct Lobbying TotalDirectLobbying

FieldValueIRS element (for citing)
Filing Organizations Totals73005FilingOrganizationsTotals

Total Lobbying Expenditures TotalLobbyingExpenditures

FieldValueIRS element (for citing)
Filing Organizations Totals73005FilingOrganizationsTotals

Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures

FieldValueIRS element (for citing)
Filing Organizations Totals109738263FilingOrganizationsTotals

Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures

FieldValueIRS element (for citing)
Filing Organizations Totals109811268FilingOrganizationsTotals

Lobbying Nontaxable LobbyingNontaxableAmount

FieldValueIRS element (for citing)
Filing Organizations Totals1000000FilingOrganizationsTotals

Grassroots Nontaxable GrassrootsNontaxableAmount

FieldValueIRS element (for citing)
Filing Organizations Totals250000FilingOrganizationsTotals

Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx

FieldValueIRS element (for citing)
Filing Organizations Totals0FilingOrganizationsTotals

Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx

FieldValueIRS element (for citing)
Filing Organizations Totals0FilingOrganizationsTotals

Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2

FieldValueIRS element (for citing)
Current Year Minus11000000CurrentYearMinus1
Current Year1000000CurrentYear
Total2000000Total
FieldValueIRS element (for citing)
Lobbying Ceiling$3,000,000LobbyingCeilingAmount

Total Lobbying Expenditures2 TotalLobbyingExpenditures2

FieldValueIRS element (for citing)
Current Year Minus158163CurrentYearMinus1
Current Year73005CurrentYear
Total131168Total

Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2

FieldValueIRS element (for citing)
Current Year Minus1250000CurrentYearMinus1
Current Year250000CurrentYear
Total500000Total
FieldValueIRS element (for citing)
Grassroots Ceiling$750,000GrassrootsCeilingAmount

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Agent Trustee Etc0AgentTrusteeEtc

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance17253506BeginningOfYearBalance
Contributions831255Contributions
Investment Earnings Or Losses2580924InvestmentEarningsOrLosses
Other Expenditures1174133OtherExpenditures
End Of Year Balance19491552EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance21445763BeginningOfYearBalance
Contributions1345584Contributions
Investment Earnings Or Losses-4634074InvestmentEarningsOrLosses
Other Expenditures903767OtherExpenditures
End Of Year Balance17253506EndOfYearBalance
FieldValueIRS element (for citing)
Board Designated EOY Balance0.55000BoardDesignatedEOYBalance
Permanent Endowment EOY Balance0.28000PermanentEndowmentEOYBalance
Term Endowment EOY Balance0.17000TermEndowmentEOYBalance
Endowments Held By Unrelated Orgs0EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs0EndowmentsHeldByRelatedOrgs

Land Land

FieldValueIRS element (for citing)
Other Cost Or Other Basis2869400OtherCostOrOtherBasis
Book Value2869400BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis116929019OtherCostOrOtherBasis
Depreciation39273666Depreciation
Book Value77655353BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis40496999OtherCostOrOtherBasis
Depreciation22556495Depreciation
Book Value17940504BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis23130901OtherCostOrOtherBasis
Depreciation7736760Depreciation
Book Value15394141BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings113859398TotalOfBookValueLandBuildings

Other Liabilities OtherLiabilities (2 entries)

DescriptionDescriptionAmountAmount
FEDERAL GOVT ADVANCES FOR STUDENT LOANS$1,146,151
FUNDS HELD IN CUSTODY FOR OTHERS$580,624
FieldValueIRS element (for citing)
Total Of Amounts1726775TotalOfAmounts
Total Revenue112604499TotalRevenue
Total Expenses109811268TotalExpenses
Excess Or Deficit For Year2793231ExcessOrDeficitForYear
Net Unrealized GL On Investments-31065NetUnrealizedGLOnInvestments
Other-$90,050OtherAmount
Total Adjustments-121115TotalAdjustments
Excess Or Deficit Per FS2672116ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt93411260TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments-31065NetUnrealizedGainsInvestments
Revenue Not Rptd F990-31065RevenueNotRptdF990
Revenue Subtotal93442325RevenueSubtotal
Other Revenues Not Included19162174OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt19162174RevenueNotRptdOnFinStmt
Total Revenue Per Form990112604499TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt90739144TotExpensesEtcAuditedFinclStmt
Expenses Not Rptd F9900ExpensesNotRptdF990
Expenses Subtotal90739144ExpensesSubtotal
Other Expenses Not Included19072124OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt19072124ExpensesNotRptdOnFinStmt
Total Expenses Per Form990109811268TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
Part V, Line 4:Description of Intended Use of Endowment Funds:The primary intended use of the endowment is to fund scholarships for students and to supplement some operations. The annual spend 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.
Part XI, Line 8 - Other Adjustments:ESTIMATED PROFIT FROM FUNDRAISING EVENT: -90050.
Part XII, Line 4b - Other Adjustments:SCHOLARSHIP ALLOWANCES: 18190558. HOUSING GRANTS: 881566. NET PROFIT FROM FUNDRAISING EVENTS: 90050.
Part XIII, Line 4b - Other Adjustments:SCHOLARSHIP ALLOWANCES: 18190558. HOUSING GRANTS: 881566.

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy Stmt1NondiscriminatoryPolicyStmt
Policy Statement In Brochures Etc1PolicyStatementInBrochuresEtc
Policy Publ Via Broadcast Media1PolicyPublViaBroadcastMedia
Pub Via Broadcast Media ExplnA STATEMENT CONCERNING THE UNIVERSITY'S NON-DISCRIMINATORY POLICY IS INCLUDED IN ALL ADVERTISING.PubViaBroadcastMediaExpln
Maint Racial Composition Records1MaintRacialCompositionRecords
Maint Scholarships Records1MaintScholarshipsRecords
Maint Copies Of Brochures Etc1MaintCopiesOfBrochuresEtc
Maint Copies Of All Solicitations1MaintCopiesOfAllSolicitations
Discriminate Race Students Rights0DiscriminateRaceStudentsRights
Discriminate Race Admiss Policies0DiscriminateRaceAdmissPolicies
Discriminate Race Emplmn Faculty0DiscriminateRaceEmplmnFaculty
Discriminate Race Scholarships0DiscriminateRaceScholarships
Discriminate Race Educ Policies0DiscriminateRaceEducPolicies
Discriminate Race Use Of Fclts0DiscriminateRaceUseOfFclts
Discriminate Race Athletic Prog0DiscriminateRaceAthleticProg
Discriminate Race Other Acty0DiscriminateRaceOtherActy
Government Financial Aid Received1GovernmentFinancialAidReceived
Government Financial Aid Revoked0GovernmentFinancialAidRevoked
Govt Financial Aid ExplanationTHE UNIVERSITY ANNUALLY RECEIVES INSTITUTIONAL ASSISTANCE GRANT (IAG) FUNDS FROM THE COMMONWEALTH OF PENNSYLVANIA. THIS IS A STANDARD FUNDING STREAM FOR PRIVATE UNIVERSITY PHEAA RECIPIENTS.GovtFinancialAidExplanation
Compliance With Rev Proc75501ComplianceWithRevProc7550

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records Maintained1GrantRecordsMaintained

Accts Actvs Out US Table AcctsActvsOutUSTable (3 entries)

RegionRegionType Of Activities ConductedTypeOfActivitiesConductedSpecific Services ProvidedSpecificServicesProvidedTotal ExpendituresTotalExpenditures
EUROPEPROGRAM SERVICESSTUDY ABROAD PROGRAMS, 48 STUDENT PARTICIPANTS143596
EAST ASIA AND THE PACIFICPROGRAM SERVICESSTUDY ABROAD PROGRAMS, 13 STUDENT PARTICIPANTS63767
MIDDLE EAST AND NORTH AFRICAPROGRAM SERVICESSTUDY ABROAD PROGRAMS, 16 STUDENT PARTICIPANTS50167
FieldValueIRS element (for citing)
Total Number Of Offices0TotalNumberOfOffices
Total Number Of Employees0TotalNumberOfEmployees
Total Amount Spent257530TotalAmountSpent

Form990 Schedule F Part IV Form990ScheduleFPartIV

FieldValueIRS element (for citing)
IdentifierProcedure for Monitoring Grants Outside the U.S.:Identifier
ExplanationSchedule 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.Explanation

Schedule G IRS990ScheduleG

Events Information EventsInformation

FieldValueIRS element (for citing)
Name Of Event1WALTON GOLF TOURN.NameOfEvent1
Gross Receipts Event179080GrossReceiptsEvent1
Gross Revenue Event179080GrossRevenueEvent1
Non Cash Prizes Event11000NonCashPrizesEvent1
Rent Facility Costs Event110000RentFacilityCostsEvent1
Food And Beverage Event114895FoodAndBeverageEvent1
Other Direct Expenses Event13147OtherDirectExpensesEvent1
Name Of Event2ALUMNI GOLF OUTINGNameOfEvent2
Gross Receipts Event256450GrossReceiptsEvent2
Gross Revenue Event256450GrossRevenueEvent2
Rent Facility Costs Event210000RentFacilityCostsEvent2
Food And Beverage Event29411FoodAndBeverageEvent2
Other Direct Expenses Event25129OtherDirectExpensesEvent2
Total Number Of Other Events1TotalNumberOfOtherEvents
Gross Receipts Other Events14345GrossReceiptsOtherEvents
Gross Revenue Other Events14345GrossRevenueOtherEvents
Rent Facility Costs Other Events1243RentFacilityCostsOtherEvents
Food And Beverage Other Events5000FoodAndBeverageOtherEvents
Other Direct Expenses Other Events0OtherDirectExpensesOtherEvents
Gross Receipts Total149875GrossReceiptsTotal
Gross Revenue Total Events149875GrossRevenueTotalEvents
Non Cash Prizes Total Events1000NonCashPrizesTotalEvents
Rent Facility Costs Total Events21243RentFacilityCostsTotalEvents
Food And Beverage Total Events29306FoodAndBeverageTotalEvents
Other Direct Expenses Total Events8276OtherDirectExpensesTotalEvents
Direct Expense Summary Events59825DirectExpenseSummaryEvents
Net Income Summary90050NetIncomeSummary

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Recipient Table RecipientTable

Recipient Name Business RecipientNameBusiness

FieldValueIRS element (for citing)
Business Name Line1NEEDBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1332 FIFTH AVENUEAddressLine1
CityPITTSBURGHCity
StatePAState
ZIP Code152222411ZIPCode
FieldValueIRS element (for citing)
EIN Of Recipient256070821EINOfRecipient
IRC Section501(c)(3)IRCSection
Amount Of Cash Grant42000AmountOfCashGrant
Purpose Of GrantFINANCIAL AID TO MINORITY STUDENTSPurposeOfGrant
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants1TotalNbrOf501C3AndGovtGrants

Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)

Type Of GrantTypeOfGrantNumber Of RecipientsNumberOfRecipientsAmount Of Cash GrantAmountOfCashGrant
INTERNAL SCHOLARSHIPS AND GRANTS275818762244
EXTERNAL SCHOLARSHIPS AND GRANTS305636699

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierProcedure for Monitoring Grants in the U.S.:Identifier
Return ReferencePart I, Line 2:ReturnReference
ExplanationSchedule 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.Explanation

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Travel For CompanionsXTravelForCompanions
Housing Allowance Or ResidenceXHousingAllowanceOrResidence
Club Dues Or FeesXClubDuesOrFees
Written Policy Re T And E Expenses1WrittenPolicyReTAndEExpenses
Substantiation Required1SubstantiationRequired
Compensation CommitteeXCompensationCommittee
Written Employment ContractXWrittenEmploymentContract
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance Payment0SeverancePayment
Supplemental Nonqual Retire Plan0SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org0CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs0CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org0CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs0CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments1AnyNonFixedPayments
Initial Contract Exception0InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (14 entries)

Base Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
GREGORY G DELL'OMO
27069906500007922100043010419221000
DAN W KIENER
237085058200099100040140300290000
SIDNEY ZONN
216396032638090100033410253276000
JAY T CARSON
1846730275000398400034900219647000
DAVID L JAMISON
1933390200000224000031910218770000
JEFFREY A LISTWAK
166615025138014400031570195054000
PETER K FAIX
162528024238032000033400190426000
LYNDA J DAVIDSON
192783026074300011290194681000
DERYA A JACOBS
1875240002480003580188130000
JOHN E GRAHAM
176288000103000031390180457000
ELLEN G WIECKOWSKI
151904022428037700018280176537000
MICHAEL T RICE
1260460140213022500020790268563000
PEGGY M OUTON
145424010000060100029240158949000
YUDIRIM OMURTAG
143718000583400031390152691000

Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)

Return ReferenceReturnReferenceExplanationExplanation
Part I, Line 1aTHE 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 7Part I, Line 7: CERTAIN EMPLOYEES HAVE BONUS ARRANGEMENTS WHICH ARE DEPENDENT ON PERFORMANCE EVALUATIONS.

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI (5 entries)

Issuer EINIssuerEINCUSIP NumberCUSIPNumberDate IssuedDateIssuedIssue PriceIssuePriceDescription Of PurposeDescriptionOfPurposeDefeasedDefeasedOn Behalf Of IssuerOnBehalfOfIssuer
Allegheny Co Higher Education Building Auth
25142539801728RDY22006-04-01715000REFINANCE 1996 BONDS USED FOR JEFFERSON AND HALE CENTERS, ROSS HALL00
Allegheny Co Higher Education Building Auth
25142539801728RDZ92006-04-01640000REFINANCE 96 BONDS00
Allegheny Co Higher Education Building Auth
25142539801728REA32006-04-01670000REFINANCE 96 BONDS00
Allegheny Co Higher Education Building Auth
25142539801728REB12006-04-01695000REFINANCE 96 BONDS00
Allegheny Co Higher Education Building Auth
25142539801728REC92006-04-01725000REFINANCE 96 BONDS00

Form990 Schedule K Part II Form990ScheduleKPartII (5 entries)

Total ProceedsTotalProceedsAmount In Reserve FundAmountInReserveFundIssuance Costs From ProceedsIssuanceCostsFromProceedsCapital ExpendituresCapitalExpendituresYear Of Subst CompletionYearOfSubstCompletionCurrent RefundingCurrentRefundingAdvance RefundingAdvanceRefundingFinal Allocation MadeFinalAllocationMadeAdequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind
71500067880580264131819971011
64000060760519457404719971011
67000063608543760095519971011
69500065981564062337919971011
72500068829588465028719971011

Form990 Schedule K Part III Form990ScheduleKPartIII (5 entries)

Owning Bond Financed PropertyOwningBondFinancedPropertyAny Lease ArrangementsAnyLeaseArrangementsMngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprtyAny Research AgreementsAnyResearchAgreementsBond Counsel Routinely EngagedBondCounselRoutinelyEngagedPrcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthersPercentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBITotal Private Business UseTotalPrivateBusinessUsePost Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs
000000.000000.000000.000001
000000.000000.000000.000001
000000.000000.000000.000001
000000.000000.000000.000001
000000.000000.000000.000001

Form990 Schedule K Part IV Form990ScheduleKPartIV (5 entries)

Form8038 T FiledForm8038TFiledVariable Rate IssueVariableRateIssueHedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecdsGross Proceeds Invested In GICGrossProceedsInvestedInGICTerm Of GICTermOfGICRegulatory Safe Harbor SatisfiedRegulatorySafeHarborSatisfiedGross Proceeds InvestedGrossProceedsInvestedException To RebateExceptionToRebate
WESTLB
000120.000000000000100
WESTLB
000120.000000000000100
WESTLB
000120.000000000000100
WESTLB
000120.000000000000100
WESTLB
000120.000000000000100

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI (5 entries)

Issuer EINIssuerEINCUSIP NumberCUSIPNumberDate IssuedDateIssuedIssue PriceIssuePriceDescription Of PurposeDescriptionOfPurposeDefeasedDefeasedOn Behalf Of IssuerOnBehalfOfIssuer
Allegheny Co Higher Education Building Auth
25142539801728RED72006-04-01755000REFINANCE 96 BONDS00
Allegheny Co Higher Education Building Auth
25142539801728REE52006-04-01785000REFINANCE 96 BONDS00
Allegheny Co Higher Education Building Auth
25142539801728REF22006-04-011480000REFINANCE 96 BONDS00
Allegheny Co Higher Education Building Auth
25142539801728REG02006-04-011270000REFINANCE 96 BONDS00
Allegheny Co Higher Education Building Auth
25142539801728REH82006-04-018410000REFINANCE 96 BONDS00

Form990 Schedule K Part II Form990ScheduleKPartII (5 entries)

Total ProceedsTotalProceedsAmount In Reserve FundAmountInReserveFundIssuance Costs From ProceedsIssuanceCostsFromProceedsCapital ExpendituresCapitalExpendituresYear Of Subst CompletionYearOfSubstCompletionCurrent RefundingCurrentRefundingAdvance RefundingAdvanceRefundingFinal Allocation MadeFinalAllocationMadeAdequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind
75500071677612767719619971011
78500074525637070410419971011
148000014050612010132748319971011
127000012057010306113912419971011
841000079841968249754333319971011

Form990 Schedule K Part III Form990ScheduleKPartIII (5 entries)

Owning Bond Financed PropertyOwningBondFinancedPropertyAny Lease ArrangementsAnyLeaseArrangementsMngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprtyAny Research AgreementsAnyResearchAgreementsBond Counsel Routinely EngagedBondCounselRoutinelyEngagedPrcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthersPercentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBITotal Private Business UseTotalPrivateBusinessUsePost Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs
000000.000000.000000.000001
000000.000000.000000.000001
000000.000000.000000.000001
000000.000000.000000.000001
000000.000000.000000.000001

Form990 Schedule K Part IV Form990ScheduleKPartIV (5 entries)

Form8038 T FiledForm8038TFiledVariable Rate IssueVariableRateIssueHedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecdsGross Proceeds Invested In GICGrossProceedsInvestedInGICTerm Of GICTermOfGICRegulatory Safe Harbor SatisfiedRegulatorySafeHarborSatisfiedGross Proceeds InvestedGrossProceedsInvestedException To RebateExceptionToRebate
WESTLB
000120.000000000000100
WESTLB
000120.000000000000100
WESTLB
000120.000000000000100
WESTLB
000120.000000000000100
WESTLB
000120.000000000000100

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI (5 entries)

Issuer EINIssuerEINCUSIP NumberCUSIPNumberDate IssuedDateIssuedIssue PriceIssuePriceDescription Of PurposeDescriptionOfPurposeDefeasedDefeasedOn Behalf Of IssuerOnBehalfOfIssuer
Allegheny Co Higher Education Building Auth
25142539801728RFM62008-08-01320000CAMPUS BUILDING CONSTRUCTION00
Allegheny Co Higher Education Building Auth
25142539801728RFN42008-08-01330000CAMPUS BUILDING CONSTRUCTION00
Allegheny Co Higher Education Building Auth
25142539801728RFP92008-08-01345000CAMPUS BUILDING CONSTRUCTION00
Allegheny Co Higher Education Building Auth
25142539801728RFQ72008-08-01360000CAMPUS BUILDING CONSTRUCTION00
Allegheny Co Higher Education Building Auth
25142539801728RFR52008-08-01380000CAMPUS BUILDING CONSTRUCTION00

Form990 Schedule K Part II Form990ScheduleKPartII (5 entries)

Total ProceedsTotalProceedsAmount In Reserve FundAmountInReserveFundAmount UnspentAmountUnspentIssuance Costs From ProceedsIssuanceCostsFromProceedsCapital ExpendituresCapitalExpendituresYear Of Subst CompletionYearOfSubstCompletionCurrent RefundingCurrentRefundingAdvance RefundingAdvanceRefundingFinal Allocation MadeFinalAllocationMadeAdequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind
320000237565501218228856020090001
330000244995673225029757820090001
345000256125931235231110420090001
360000267266189245532463120090001
380000282116533259134266620090001

Form990 Schedule K Part III Form990ScheduleKPartIII (5 entries)

Owning Bond Financed PropertyOwningBondFinancedPropertyAny Lease ArrangementsAnyLeaseArrangementsMngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprtyAny Research AgreementsAnyResearchAgreementsBond Counsel Routinely EngagedBondCounselRoutinelyEngagedPrcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthersPercentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBITotal Private Business UseTotalPrivateBusinessUsePost Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs
000000.000000.000000.000001
000000.000000.000000.000001
000000.000000.000000.000001
000000.000000.000000.000001
000000.000000.000000.000001

Form990 Schedule K Part IV Form990ScheduleKPartIV (5 entries)

Form8038 T FiledForm8038TFiledVariable Rate IssueVariableRateIssueHedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecdsGross Proceeds Invested In GICGrossProceedsInvestedInGICGross Proceeds InvestedGrossProceedsInvestedException To RebateExceptionToRebate
000000
000000
000000
000000
000000

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI (3 entries)

Issuer EINIssuerEINCUSIP NumberCUSIPNumberDate IssuedDateIssuedIssue PriceIssuePriceDescription Of PurposeDescriptionOfPurposeDefeasedDefeasedOn Behalf Of IssuerOnBehalfOfIssuer
Allegheny Co Higher Education Building Auth
25142539801728RFT12008-08-01820000CAMPUS BUILDING CONSTRUCTION00
Allegheny Co Higher Education Building Auth
25142539801728RFW42008-08-017500000CAMPUS BUILDING CONSTRUCTION00
Allegheny Co Higher Education Building Auth
25142539801728RFX22008-08-0111945000CAMPUS BUILDING CONSTRUCTION00

Form990 Schedule K Part II Form990ScheduleKPartII (3 entries)

Total ProceedsTotalProceedsAmount In Reserve FundAmountInReserveFundAmount UnspentAmountUnspentIssuance Costs From ProceedsIssuanceCostsFromProceedsCapital ExpendituresCapitalExpendituresYear Of Subst CompletionYearOfSubstCompletionCurrent RefundingCurrentRefundingAdvance RefundingAdvanceRefundingFinal Allocation MadeFinalAllocationMadeAdequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind
8200006087614097559173943620090001
750000055679012893851136676313620090001
11945000886781205355814431077142220090001

Form990 Schedule K Part III Form990ScheduleKPartIII (3 entries)

Owning Bond Financed PropertyOwningBondFinancedPropertyAny Lease ArrangementsAnyLeaseArrangementsMngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprtyAny Research AgreementsAnyResearchAgreementsBond Counsel Routinely EngagedBondCounselRoutinelyEngagedPrcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthersPercentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBITotal Private Business UseTotalPrivateBusinessUsePost Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs
000000.000000.000000.000001
000000.000000.000000.000001
000000.000000.000000.000001

Form990 Schedule K Part IV Form990ScheduleKPartIV (3 entries)

Form8038 T FiledForm8038TFiledVariable Rate IssueVariableRateIssueHedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecdsGross Proceeds Invested In GICGrossProceedsInvestedInGICGross Proceeds InvestedGrossProceedsInvestedException To RebateExceptionToRebate
000000
000000
000000

Schedule L IRS990ScheduleL

Form990 Schedule L Part III Form990ScheduleLPartIII

FieldValueIRS element (for citing)
Name Of Interested PersonVARIOUS TRUSTEESNameOfInterestedPerson
Relationship With OrganizationTRUSTEE DEPENDENTSRelationshipWithOrganization
Type Of AssistanceTUITION - $4,140TypeOfAssistance

Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)

RelationshipRelationshipAmount Of TransactionAmountOfTransactionDescription Of TransactionDescriptionOfTransactionSharing Of RevenuesSharingOfRevenues
JEFFREY BROADHURST
TRUSTEE5321662SEE SCH O0
(no name)
0

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTraded

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions2NumberOfContributions
Noncash Contribs Rptd F99044498NoncashContribsRptdF990
Method Of Determining RevenuesSTOCK MARKET QUOTEMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Number Of8283 Received0NumberOf8283Received
Any Property That Must Be Held0AnyPropertyThatMustBeHeld
Review Process Unusual NC Gifts1ReviewProcessUnusualNCGifts
Third Parties Used0ThirdPartiesUsed

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (6 entries)

IdentifierIdentifierExplanationExplanation
Form 990, Part VI, Section B, line 11The form is completed by the Accounting Staff/Chief Accounting Officer and Controller's Group and is reviewed in detail by both the Chief Accounting Officer and Controller and the VP of Finance. Another internal review is conducted by the General Counsel, Senior VP and the President of the University. The return is then reviewed and approved by the Audit and Risk Committee with a copy provided to the full Board of Trustees prior to filing.
Form 990, Part VI, Section B, line 12cTrustees- The policy is discussed annually at a Board of Trustee meeting and the policy and disclosure statements are mailed to each Trustee shortly after the review. Any Trustees not returning their disclosures are contacted a second time with a request to complete the disclosure. Responses are sent to the University's General Counsel and evaluated for potential conflicts of interest. Conflicts are handled in accordance with our conflict of interest policy for trustees, and the trustee shall remove themselves from any discussions or voting pertaining to their conflict. Employees- Officers and Key Employees are identified annually shortly after each calendar year end when W-2 wage amounts are calculated and Key Employees can be identified. Each Officer and Key Employee is contacted individually referencing the Officer and Key Employee Conflict of Interest portion of the Policy of Ethical Practices. A copy of the Officer and Key Employee Conflict of Interest Form is sent to that group with a request to complete and send responses to the Chief Accounting Officer and Controller. She and the Director of Internal Audit review and evaluate the responses. Exceptions are disclosed to the Executive Committee of the Board.
Form 990, Part VI, Section B, line 15All salary increases and compensation payments must have two levels of approval. If two levels of approval are not available internally, the Compensation Committee meets annually (or more frequently if needed for new employees or out of cycle amendments to existing arrangements) to approve in advance any payments. The Committee will only have members without a conflict of interest with respect to the compensation arrangements being discussed. The Committee considers duties and external benchmark data to consider wages and benefits, including non-standard fringes, and will contemporaneously document in writing how its decisions were reached (including date, terms, data used, members of committee present and voting, and the recusal of any members due to a conflict and nature of the conflict).
Form 990, Part VI, Section C, line 19OUR FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AND WE PLACE OUR 990 IS ON GUIDESTAR SO IT IS AVAILABLE TO THE PUBLIC ON ANOTHER'S WEBSITE.
PART III, LINE 1 - MISSION STATEMENTA private university in Pittsburgh's suburban hills, Robert Morris University provides academic excellence with a professional focus. With 60 career-oriented undergraduate degree programs and 20 masters and doctoral programs to choose from, RMU is dedicated to working with students to build foundations for career success. About 5,000 full- and part-time undergraduate and graduate students from nearly every state and 40 countries are enrolled. RMU is a teaching-centered institution, featuring small classes taught by professors and a student-faculty ratio of 15:1. The university has long enjoyed an excellent reputation in the business fields of accounting, finance, marketing, and management. Today the universitys five schools offer programs in communications, information systems, actuarial sciences, engineering, mathematics, science, education, social sciences, pre-medicine, and nursing. The beautiful, 230-acre residential campus is a short drive from the bustle of downtown Pittsburgh, with its myriad cultural offerings and excellent internship and career prospects. RMU stresses engaged learning with its Student Engagement Transcript, which records and rewards work outside the classroom, including community service, research, study abroad, and internships. It is indicative of the RMU commitment to career preparation, and helps explain why 92 percent of graduates have jobs or attend graduate school within six months of getting their diploma. The university is growing in many ways: full-time faculty has doubled in less than a decade. RMU is building a new business school building with a simulated stock trading floor, and a new apartment-style residence hall. Students and alumni enjoy cheering on the universitys 23 NCAA Division I sports teams, which have won numerous league titles. Visiting international scholars and a variety of opportunities to study abroad -- for a semester or just a few weeks -- enrich our students' global perspectives. Above all, at RMU students have a private university education that is still one of the most affordable in Pennsylvania.
SCHEDULE LSch L, Part IV, Column D- Jeffrey Broadhurst- Trustee is part owner of a business providing dining services to the University.

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionPublic Charity StatusPublicCharityStatusBusiness Name Line1DirectControllingEntityName/BusinessNameLine1
RMC COLONIAL CORPORATION
6001 UNIVERSITY BOULEVARDMOON TOWNSHIPPA15108251499278INACTIVEPA501(c)(3)509(A)(2)ROBERT MORRIS UNIVERSITY
ROBERT MORRIS COLLEGE PITTSBURGH FOLK FESTIVAL INC
6001 UNIVERSITY BOULEVARDMOON TOWNSHIPPA15108251645377INACTIVEPA501(c)(3)509(a)(2)ROBERT MORRIS UNIVERSITY
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org0GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org0GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs0RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs0PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs0PerformOfServicesByOtherOrgs
Sharing Of Facilities0SharingOfFacilities
Sharing Of Paid Employees0SharingOfPaidEmployees
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org0OtherTransferFromOtherOrg