2026-05-07T07:41:45-05:00 2025-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 20 STANWIX STREET PITTSBURGH PA 15222 990 2024-07-01 250964126 SAINT VINCENT COLLEGE SAIN 7245399761 300 FRASER PURCHASE ROAD LATROBE PA 15650 CONSTANCE DYER VICE PRESIDENT OF FINANCE 7245399761 2026-04-29 1 1 BRIAN R LENART EA P00289136 4126976400 2026-04-29 2024 2025-03-06 01:10:19Z FR PAUL R TAYLOR OSB 300 FRASER PURCHASE ROAD LATROBE PA 15650 119518368 0 0928 X WWW.STVINCENT.EDU X 1846 PA TO PROVIDE QUALITY UNDERGRADUATE AND GRADUATE EDUCATION FOR MEN AND WOMEN. 45 45 1273 61 388202 0 19493216 28534993 73712769 75092997 9931123 12741152 1928227 2637454 105065335 119006596 32099970 32589408 0 0 33948516 36902508 0 0 1230779 33065732 34814333 99114218 104306249 5951117 14700347 320476627 341280180 26883377 23612540 293593250 317667640 X SAINT VINCENT COLLEGE IS AN EDUCATIONAL COMMUNITY ROOTED IN THE TRADITION OF THE CATHOLIC FAITH, THE HERITAGE OF BENEDICTINE MONASTICISM, AND THE LOVE OF VALUES INHERENT IN THE LIBERAL APPROACH TO LIFE AND LEARNING. ITS MISSION IS TO PROVIDE QUALITY UNDERGRADUATE AND GRADUATE EDUCATION FOR MEN AND WOMEN TO ENABLE THEM TO INTEGRATE THEIR PROFESSIONAL AIMS WITH THE BROADER PURPOSES OF HUMAN LIFE. THE PROGRAMS, ACTIVITIES, AND ENCOUNTERS THAT MAKE UP STUDENT LIFE AT SAINT VINCENT COLLEGE ENCOURAGE THE INTELLECTUAL GIFTS, PROFESSIONAL APTITUDES AND PERSONAL ASPIRATIONS OF STUDENTS TO MATURE HARMONIOUSLY. 0 0 90388325 32589408 75092997 FOUNDED IN 1846, SAINT VINCENT COLLEGE IS A PRIVATE, CATHOLIC, BENEDICTINE LIBERAL ARTS COLLEGE LOCATED IN LATROBE, PENNSYLVANIA. OUR MISSION IS "TO PROVIDE QUALITY UNDERGRADUATE AND GRADUATE EDUCATION FOR MEN AND WOMEN TO ENABLE THEM TO INTEGRATE THEIR PROFESSIONAL AIMS WITH THE BROADER PURPOSES OF HUMAN LIFE."SAINT VINCENT COLLEGE'S APPROACH TO EDUCATION IS ROOTED IN A CORE CURRICULUM THAT PROVIDES ALL STUDENTS WITH A BROAD-BASED EDUCATION. THE CORE CURRICULUM IS FOUNDED IN THE HUMANITIES, SOCIAL SCIENCES, NATURAL SCIENCES AND MATHEMATICS. EACH OF OUR PROGRAMS OF STUDY INCORPORATES AN INTERDISCIPLINARY VIEW OF KNOWLEDGE AND EMPHASIZES THE SKILLS TO INCREASE A STUDENT'S GENERAL BODY OF KNOWLEDGE THROUGHOUT THEIR LIVES.IN ADDITION TO ITS ROLE AS A KEY EDUCATIONAL PROVIDER, SAINT VINCENT SERVES AS AN ECONOMIC, ENVIRONMENTAL AND CULTURAL RESOURCE FOR THE LOCAL AREA. APPROXIMATELY 40% OF ALL GRADUATES FROM THE COLLEGE RESIDE IN ALLEGHENY AND WESTMORELAND COUNTIES, HELPING TO CONTRIBUTE TO THE REGION'S ECONOMIC GROWTH. THE COLLEGE'S ACADEMIC AND OUTREACH PROGRAMS ALSO HAVE HAD AN INSTRUMENTAL ROLE IN FOSTERING BUSINESS DEVELOPMENT, PROMOTING CULTURAL ENRICHMENT AND ADDRESSING REGIONAL ENVIRONMENTAL AND HEALTHCARE ISSUES.SAINT VINCENT COLLEGE SEMINARY IS A CENTER FOR THE SPIRITUAL FORMATION, HUMAN DEVELOPMENT AND ACADEMIC AND PASTORAL PREPARATION OF CANDIDATES FOR THE PRIESTHOOD. THE SEMINARY ALSO PROVIDES PROGRAMS FOR PERMANENT DIACONATE CANDIDATES AND OFFERS DEGREE PROGRAMS TO QUALIFIED MEN AND WOMEN SEEKING A THEOLOGICAL EDUCATION, AND CERTIFICATE PROGRAMS IN MINISTRY FORMATION. 90388325 1 1 0 1 0 0 0 1 0 1 1 1 0 0 1 1 1 0 1 0 1 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 1 0 0 0 1 X 1894 0 1273 1 1 1 0 0 0 0 0 0 0 0 0 X 45 45 0 0 0 0 0 1 1 1 1 0 0 0 1 1 1 1 1 1 1 0 PA X BUSINESS OFFICE 7248052251 300 FRASER PURCHASE ROAD LATROBE PA 15650 MR ARTHUR J ROONEY II CHAIR 6.00 X X 0 0 0 RT REV MARTIN R BARTEL OSB VICE CHAIR/CHANCELLOR 8.00 X X 0 0 0 REV WARREN MURRMAN OSB SECRETARY/PROFESSOR 2.00 X X 0 0 0 REV PAUL R TAYLOR OSB PRESIDENT 40.00 X X 0 0 0 VERY REV EDWARD MAZICH OSB RECTOR 40.00 X X 0 0 0 REV JOSEPH ADAMS OSB DIRECTOR 2.00 X 0 0 0 DR GREGORY BISIGNANI DIRECTOR 2.00 X 0 0 0 MS BIBIANA BOERIO DIRECTOR 4.00 X 0 0 0 REV JUDE BRADY OSB DIRECTOR 2.00 X 0 0 0 MS AMANDA CECCONI DIRECTOR 2.00 X 0 0 0 MR ROBERT J CLEMENS DIRECTOR 2.00 X 0 0 0 MS KIMBERLY COLONNA ESQ VICE CHAIR 4.00 X X 0 0 0 REV THOMAS CURRY OSB DIRECTOR 2.00 X 0 0 0 MR RICHARD A DICLAUDIO DIRECTOR 4.00 X 0 0 0 MR DAVID A DZOMBAK PHD DIRECTOR 4.00 X 0 0 0 MR RAMON FOSTER DIRECTOR 2.00 X 0 0 0 MR PAUL GIUNTO DIRECTOR 2.00 X 0 0 0 MR JOHN J HANS DIRECTOR 4.00 X 0 0 0 REV ISAAC P HAYWISER OSB DIRECTOR 2.00 X 0 0 0 VERY REV EARL HENRY OSB DIRECTOR 2.00 X 0 0 0 MR TIMOTHY HUDAK DIRECTOR 2.00 X 0 0 0 MOST REV LAWRENCE KULICK DIRECTOR 2.00 X 0 0 0 REV MATTHEW T LAFFEY OSB DIRECTOR 2.00 X 0 0 0 MR JOHN M LALLY DIRECTOR 4.00 X 0 0 0 FR MATTHEW LAMBERT OSB DIRECTOR 2.00 X 0 0 0 MR IVAN LAMOURT PSYD DIRECTOR 2.00 X 0 0 0 MR RALPH LIBERATORE DIRECTOR 2.00 X 0 0 0 MR TROY OVITSKY DIRECTOR 2.00 X 0 0 0 MR ROBERT F PUSATERI DIRECTOR 4.00 X 0 0 0 DR CARLONDA R REILLY DIRECTOR 2.00 X 0 0 0 MR MARK ROSSI DIRECTOR 2.00 X 0 0 0 MR PAUL A SEAMAN DIRECTOR 2.00 X 0 0 0 MR DAVID M SIWICKI MD DIRECTOR 2.00 X 0 0 0 MR JAMES C DONAHUE DIRECTOR 2.00 X 0 0 0 MR JOHN N STEVENS JR DIRECTOR 2.00 X 0 0 0 MR MICHAEL L KESLAR DIRECTOR 2.00 X 0 0 0 REV DAVID KLECKER OSB DIRECTOR 2.00 X 0 0 0 REV FRANK ZIEMKIEWICZ OSB DIRECTOR 2.00 X 0 0 0 MOST REV DAVID A ZUBICK DIRECTOR 2.00 X 0 0 0 MS TIFFANY GILBERT DIRECTOR 2.00 X 0 0 0 VERY REV KILLIAN LOCH OSB DIRECTOR 2.00 X 0 0 0 REV DOMINIC LEO OSB DIRECTOR 2.00 X 0 0 0 MR EDWARD KILKEARY JR DIRECTOR 2.00 X 0 0 0 MS JOLENE BOGNER DIRECTOR 2.00 X 0 0 0 MR DAVID R MCGONIGLE DIRECTOR 2.00 X 0 0 0 MR JOSHUA GUISER TREASURER/VP FINANCE UNTIL 7/12/24 40.00 X 102841 0 21686 MR RICARDO V EZZI ASSISTANT TREASURER UNTIL 3/1/24 40.00 X 16995 0 0 MR MICHAEL WARUSZEWSKI ASSISTANT TREASURER UNTIL 10/25/24 40.00 X 76723 0 23846 MR BILL LAIRD INTERIM VP UNTIL 12/2024 40.00 X 0 0 0 MR JEFF A MALLORY EXECUTIVE VP 40.00 X 200740 0 20955 MR JOHN DELANEY VP ACADEMIC AFFAIRS 40.00 X 161814 0 32064 MR DON P HARRIS ATHLETIC DIRECTOR 40.00 X 174038 0 34610 MR BRUCE ANTKOWIAK PROFESSOR LEGAL 40.00 X 164398 0 32732 MR ALBERT NOVAK VP FOR PHILANTHROPY & ALUMNI RELATIONS 40.00 X 151793 0 36311 MR STEPHEN JODIS DEAN OF HERBERT W. BOYER SCHOOL 40.00 X 148930 0 16380 1198272 0 218584 26 0 1 0 PARKHURST DINING SERVICES 2501 SMALLMAN STREET SUITE 100 PITTSBURGH PA 15222 FOOD SERVICE CONTRACTOR 6586388 TURNER CONSTRUCTION 600 GRANT STREET SUITE 2740 PITTSBURGH PA 15219 CONTRACTOR 1368690 MCKINLEY ARCHITECTURE ENGINEERING 437 GRANT STREET SUITE 1600 PITTSBURGH PA 15219 ARCHITECT FEES 1177295 CARLOW UNIVERSITY 3333 FIFTH AVENUE PITTSBURGH PA 15213 PROVIDES NURSING EDUCATION 910563 TBS INC PO BOX 798 LATROBE PA 15650 CONTRACTOR 887721 55 5000 106610 15270 5089549 23318564 5227882 28534993 TUITION AND FEES 611600 61320443 61320443 RESIDENCE HALL REVENUE 611600 6956941 6956941 DINING SERVICE REVENUE 611600 6094924 6094924 BOOKSTORE REVENUE 611600 598632 598632 OTHER AUXILIARY SERVICES 611600 122057 122057 75092997 4421075 4421075 620468 248699 371769 371769 135004 236765 8320077 0 8320077 8320077 8320077 171184 106610 263073 -91889 -91889 MISCELLANEOUS 900099 632713 632713 FEES FOR SERVICES 900099 518055 518055 SUNDRY 900099 307979 307979 898827 253198 645629 2357574 119006596 75092997 388202 14990404 32589408 32589408 536323 431809 93322 11192 25053434 20292545 4346894 413995 1299713 989249 232040 78424 8273686 6297337 1477117 499232 1739352 1323870 310530 104952 21733 21733 155583 155583 532325 532325 2456672 1812866 454014 189792 567815 33119 534696 2258294 1670259 774269 -186234 740653 353669 385530 1454 1042760 1041627 1133 1494350 1362386 93960 38004 448211 395322 52889 5350145 4451321 898824 634594 393093 241501 FOOD SERVICE 6584088 6428727 147043 8318 PLAN OPERATIONS 4537811 3775459 762352 ADMINISTRATIVE EXPENSES 2175267 2175267 MINOR EQUIPMENT PURCHAS 1053277 881233 168565 3479 4760755 3689759 1002825 68171 104306249 90388325 12687145 1230779 207585 152407 4285890 2946556 8859800 4524014 4945865 6260224 2550 1444 409041 482816 517206 853647 244231793 114624905 119491667 129606888 150491675 159148838 26775100 31857484 2926675 2462950 1563573 2982912 320476627 341280180 6307041 7059678 956247 951687 11523588 10863651 2670892 800000 800000 4625609 3937524 26883377 23612540 X 130598461 132272206 162994789 185395434 293593250 317667640 320476627 341280180 14700347 9374043 0 X X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 19908 0 1 39490 59398 0 PART II-B, LINE 1: SAINT VINCENT COLLEGE CONTRACTS WITH BUCHANAN INGERSOLL & ROONEY PC TO SUPPORT THE FOLLOWING GOVERNMENT RELATIONS ACTIVITIES: - CREATING AND MAINTAINING RELATIONSHIPS WITH ELECTED OFFICIALS TO INFORM THEM OF THE CURRENT EDUCATIONAL PROGRAMS AND STRATEGIC INITIATIVES OF THE COLLEGE - IDENTIFYING GOVERNMENT GRANT PROGRAMS THAT ALIGN WITH THE FUNDING NEEDS OF THE COLLEGE - PROVIDING GUIDANCE AND SUPPORT FOR THE SUBMISSION OF GOVERNMENT GRANT APPLICATIONS - REQUESTING SUPPORT FROM ELECTED OFFICIALS FOR THE COLLEGE'S FUNDING REQUESTS - IDENTIFYING LEGISLATIVE ISSUES THAT IMPACT THE COLLEGE - FACILITATING MEETINGS FOR COLLEGE REPRESENTATIVES WITH ELECTED OFFICIALS X X 0 146740767 5610488 20334128 4532304 3414284 164738795 133901904 3340212 16981352 4305838 3176863 146740767 127735240 3900433 9327776 3921099 3140446 133901904 144090110 5646920 -15528752 3611784 2861254 127735240 110786755 8488738 31159105 3342203 3002285 144090110 0.12746 0.87254 0.00000 0 0 4950 4950 180226106 66300511 113925595 16503286 11393849 5109437 29956864 27314076 2642788 17540587 9616469 7924118 129606888 ALTERNATIVE INVESTMENTS 31857484 F 31857484 ANNUITIES PAYABLE 1014590 STUDENT DEPOSITS 199625 GOVERNMENT ADVANCES 164958 FINANCE LEASE LIABILITY 2558351 3937524 X 95668939 9374043 -33223472 -23849429 119518368 -511772 -511772 119006596 71594549 511772 511772 71082777 33223472 33223472 104306249 PART III, LINE 1A: THE COLLEGE HAS AN ARTWORK COLLECTION AND COVERLETS THAT ARE NOT REPORTED IN THE COLLEGE'S BALANCE SHEET OR STATEMENT OF ACTIVITIES. THE ARTWORK COLLECTION AND COVERLETS SERVE AS EDUCATIONAL, HISTORICAL AND CULTURAL TREASURES AND SUPPORT THE EXEMPT STATUS OF ST. VINCENT COLLEGE. THE LIBRARY CURRENTLY HOUSES AN ART GALLERY TO DISPLAY THIS ARTWORK AND TO SHOWCASE ITS RARE BOOKS. WE ASSESSED THIS AND THESE ITEMS WERE NOT RECORDED AS A DONATION BASED ON THE CIRCUMSTANCES. PART V, LINE 4: ENDOWMENT FUNDS ARE TO BE USED FOR SCHOLARSHIPS, FACULTY DEVELOPMENT AND SALARIES, STUDENT RESEARCH, EDUCATIONAL PROGRAMS AND GENERAL SUPPORT OF OPERATIONS. PART X, LINE 2: THE CORPORATION FOLLOWS THE ACCOUNTING STANDARDS FOR CONTINGENCIES IN EVALUATING CERTAIN TAX POSITIONS. THIS GUIDANCE PRESCRIBES RECOGNITION THRESHOLD PRINCIPLES FOR THE FINANCIAL STATEMENT RECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. NO LIABILITY HAS BEEN RECOGNIZED BY THE CORPORATION FOR UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2025 AND 2024. PART XI, LINE 2D - OTHER ADJUSTMENTS: STUDENT AID NETTED TO TUITION ON THE FINANCIAL STATEMENTS -32,691,147. INV. MGT. FEE NETTED AGAINST REVENUE ON FINANCIAL STATEMENTS -532,325. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSE -248,699. SPECIAL EVENTS EXPENSE -263,073. INVESTMENT INCOME NETTED AGAINST EXPENSES ON FINANCIAL STATEMENTS PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSE 248,699. SPECIAL EVENTS EXPENSE 263,073. INVESTMENT INCOME NETTED AGAINST EXPENSES ON FINANCIAL STATEMENTS PART XII, LINE 4B - OTHER ADJUSTMENTS: STUDENT AID NETTED TO TUITION ON THE FINANCIAL STATEMENTS 32,691,147. INV. MGT. FEE NETTED AGAINST REVENUE ON FINANCIAL STATEMENTS 532,325. SCHEDULE D, PART II: THE COLLEGE RENTS LAND FROM ST. VINCENT ARCHABBEY. THE LAND HAS A STREAM WHICH IS A 50 FT. WIDE CONSERVATION EASEMENT THE LENGTH OF THE STREAM. THE EASEMENT IS HELD BY ST. VINCENT ARCHABBEY. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE CORPORATION'S RACIALLY NONDISCRIMINATORY POLICY IS PUBLICIZED DURING THE RECRUITING AND ADMISSIONS PROCESS. ALL ADVERTISING DRIVES THE PUBLIC TO THE WEBSITE, WHICH CONTAINS THE CORPORATION'S NONDISCRIMINATION STATEMENT ON EVERY PAGE DEVOTED TO ADMISSION. ACCESS TO A FULL DIRECTORY OF LEGAL INFORMATION IS PROVIDED IN THE WEBSITE FOOTER, AVAILABLE ON EVERY PAGE OF THE WEBSITE. SCHEDULE E, PART I, LINE 6 SAINT VINCENT COLLEGE RECEIVES THE FOLLOWING ASSISTANCE FROM GOVERNMENTAL AGENCIES: PENNSYLVANIA INSTITUTIONAL GRANT, NATIONAL SCIENCE FOUNDATION, US SMALL BUSINESS ADMINISTRATION, PA DEPT OF ENVIRONMENTAL PROTECTION, PA HIGHER EDUCATION ASSISTANCE AGENCY, PA DEPT OF COMMUNITY AND ECONOMIC DEVELOPMENT, US DEPT OF HEALTH AND HUMAN SERVICES, US DEPARTMENT OF EDUCATION, PA DEPT OF EDUCATION, PA REDEVELOPMENT ASSISTANCE CAPITAL PROGRAM, PA NATIONAL GUARD, PA OFFICE OF VOCATIONAL REHABILITATION, DEPARTMENT OF VETERAN AFFAIRS, COUNTY OF WESTMORELAND, AND FINANCIAL AID TITLE IV FUNDS. HIRTLE CALLAGHAN PRIVATE EQUITY OFFSHORE FUNDS PFIC 0 0 INVESTMENTS 18208168 0 0 0 0 0 0 18208168 0 18208168 0 0 1 1 0 0 X X 1 EDUCATION ADVISORY BOARD PO BOX 603519 CHARLOTTE NC 28260 FUNDRAISING CONSULTANTS RAISED FUNDS THROUGH EMAIL AND MAIL 0 330519 107940 222579 330519 107940 222579 BEARCAT OPEN 158621 69750 88871 84935 8114 SUMMER THEATRE GALA 38295 25050 13245 12534 4617 8472 4 80878 11810 69068 29354 18778 50000 46269 277794 106610 171184 114289 31312 54617 62855 263073 -91889 1 SCHOLARSHIPS - STUDENT AID 1079 27459700 SCHOLARSHIPS - ENDOWMENT 764 4293325 SCHOLARSHIPS - GRANTS 184 615085 SCHOLARSHIPS - SEOG 233 221296 PART I, LINE 2: THE COLLEGE MONITORS THE USE OF GRANT FUNDS THROUGH A SHARED APPROACH BY THE FINANCIAL AID DEPARTMENT AND THE BUSINESS OFFICE. ALL BUDGETED TO ACTUAL GRANT ACTIVITY IS MONITORED ON A MONTHLY BASIS AND THE FINANCIAL AID FOR EACH STUDENT IS APPROVED PRIOR TO DISBURSING FUNDS. GRANT REPORTING AND COMPLIANCE ARE MONITORED BY THE BOTH THE FINANCIAL AID DEPARTMENT AND THE BUSINESS OFFICE TO ENSURE ACCURACY. X X 1 1 X X X 0 0 0 0 0 0 0 0 0 MR JEFF A MALLORY EXECUTIVE VP 200740 0 0 0 0 0 20955 0 0 0 221695 0 0 0 MR DON P HARRIS ATHLETIC DIRECTOR 174038 0 0 0 0 0 10923 0 23687 0 208648 0 0 0 MR BRUCE ANTKOWIAK PROFESSOR LEGAL 164398 0 0 0 0 0 7998 0 24734 0 197130 0 0 0 MR JOHN DELANEY VP ACADEMIC AFFAIRS 161814 0 0 0 0 0 7866 0 24198 0 193878 0 0 0 MR ALBERT NOVAK VP FOR PHILANTHROPY & ALUMNI RELATIO 151793 0 0 0 0 0 12624 0 23687 0 188104 0 0 0 MR STEPHEN JODIS DEAN OF HERBERT W. BOYER SCHOOL 148930 0 0 0 0 0 7458 0 8922 0 165310 0 0 0 PART I, LINE 1A PAID COUNTRY CLUB DUES FOR BUSINESS USE IN FUNDRAISING EFFORTS SHARED BY THE PRESIDENT, EXECUTIVE VICE PRESIDENT, VICE PRESIDENT OF FINANCE, VICE PRESIDENT OF PHILANTHROPHY, AND ATHLETIC DIRECTOR. SPOUSE OF EXECUTIVE VICE PRESIDENT ATTENDS EVENTS WHEN APPROPRIATE FOR HER PRESENCE AND CULTIVATION. A UPPER YODER TOWNSHIP AUTHORITY 256010921 2005-11-21 6220000 SEE PART VI 0 0 0 B LATROBE INDUSTRIAL DEVELOPMENT AUTHORITY 251449072 2023-05-01 8498239 SEE PART VI 0 0 0 A 2912930 6220000 30310 59714 6160286 2006 0 0 1 1 B 1273705 8890000 52843 8837157 2022 0 1 1 1 A 0 0 0 0 0 0 1 B 0 0 0 0 0 0 1 A 0 0 1 0 0 0 0 0 0 B 0 0 1 0 0 0 0 0 1 A 1 B 1 SCHEDULE K PART I, BOND ISSUES: BOND A: UPPER YODER TOWNSHIP AUTHORITY (SERIES 2002) DESCRIPTION OF PURPOSE: ADDITIONS TO TWO DORMITORIES AND OTHER COSTS. BOND B: LATROBE INDUSTRIAL DEVELOPMENT AUTHORITY SERIES 2022 DESCRIPTION OF PURPOSE: REFINANCING OF 2023 REVENUE BONDS MR ARTHUR J ROONEY II SEE PART V 50095 SEE PART V 0 SCHEDULE L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS (A) NAME OF PERSON: MR. ARTHUR J. ROONEY II(B) RELATIONSHIP BETWEEN INTERESTED PERSON AND THE ORGANIZATION: MR. ROONEY IS A MEMBER OF THE BOARD OF DIRECTORS OF SAINT VINCENT COLLEGE AND COUNSEL FOR BUCHANAN INGERSOLL & ROONEY PC WHO PROVIDE LEGAL COUNSEL AND LOBBYING SERVICES TO SAINT VINCENT COLLEGE. X 11 5227882 MEAN SHARE PRICE 0 1 0 PART I, COLUMN (B): THE AMOUNT IN PART I, COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTORS. FORM 990, PART VII, SECTION A: THE FOLLOWING BENEDICTINE MONKS ARE COMPENSATED EMPLOYEES BUT DO NOT RECEIVE A W-2, AS ALL COMPENSATION EARNED IS TRANSFERRED DIRECTLY TO THE SAINT VINCENT ARCHABBEY: - RT. REV. MARTIN R. BARTEL, O.S.B. - $13,905 - REV. PAUL R. TAYLOR, O.S.B. - $317,916 - VERY REV. EDWARD MAZICH, O.S.B. - $108,197 - REV. JOSEPH ADAMS, O.S.B. - $31,643 - REV. ISAAC P. HAYWISER, O.S.B. - $12,896 - VERY REV. EARL HENRY, O.S.B. - $5,150 FORM 990, PART VI, SECTION A, LINE 7A GOVERNANCE OF THE CORPORATION IS ENTRUSTED TO THE MEMBERS OF THE CORPORATION AND THE BOARD OF DIRECTORS. THERE ARE SEVEN MEMBERS OF THE CORPORATION, AND THEY ARE A SELF-PERPETUATING GOVERNING BODY. THE MEMBERS OF THE CORPORATION MUST BE MEMBERS OF THE BENEDICTINE SOCIETY - SAINT VINCENT ARCHABBEY. THE MEMBERS ARE THE LEGAL GOVERNING BODY OF THE CORPORATION BUT HAVE DELEGATED TO THE CORPORATION'S BOARD OF DIRECTORS RESPONSIBILITY FOR MOST ACADEMIC AND OPERATIONAL MATTERS. FORM 990, PART VI, SECTION A, LINE 7B MEMBERS OF THE CORPORATION ARE REQUIRED TO APPROVE DEBT, NEW CONSTRUCTION AND MAJOR CHANGES IN MISSION. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD DELEGATED THE COMPLETE REVIEW OF THE FORM 990 WITH ALL REQUIRED SCHEDULES TO THE FINANCE, AUDIT AND INVESTMENT COMMITTEE AND TO THE CHAIRMAN OF THE BOARD. FORM 990 WAS EMAILED TO THE FINANCE COMMITTEE MEMBERS FOR COMMENT PRIOR TO FILING IN MAY 2026. FORM 990, PART VI, SECTION B, LINE 12C ALL NEW BOARD MEMBERS UNDERGO A VETTING PROCESS BY A BOARD COMMITTEE TO ASCERTAIN IF ANY POTENTIAL CONFLICT OF INTEREST EXISTS BETWEEN THE MEMBER AND THE COLLEGE CORPORATION. BOARD MEMBERS ARE REVIEWED ON AN ANNUAL BASIS TO ENSURE THAT THEY ARE ADHERING TO OUR CONFLICT OF INTEREST POLICY. ADDITIONALLY, MANAGEMENT REGULARLY AND CONSISTENTLY REVIEWS ALL SIGNIFICANT BUSINESS CONTRACTS TO DETERMINE THAT WE ARE COMPLIANT WITH OUR CONFLICT OF INTEREST POLICY. QUESTIONNAIRES ARE SENT OUT FROM THE PRESIDENT'S OFFICE ON AN ANNUAL BASIS TO ALL OFFICERS, DIRECTORS, TRUSTEES AND KEY EMPLOYEES AND LEGAL COUNSEL REVIEWS. FORM 990, PART VI, SECTION B, LINE 15 THE ARTICLES OF INCORPORATION PROVIDE FOR AN EXECUTIVE COMPENSATION COMMITTEE TO RECOMMEND TO THE BOARD OBJECTIVES FOR THE PRESIDENT OF THE COLLEGE, VICE PRESIDENT FOR FINANCE OF THE COLLEGE/TREASURER OF THE CORPORATION, THE VICE PRESIDENT FOR ACADEMIC AFFAIRS AND ACADEMIC DEAN RECOMMEND POLICIES, STRATEGIES AND PAY LEVELS NECESSARY TO SUPPORT THE COLLEGE'S OBJECTIVES. THE COMMITTEE COMPILES COMPARATIVE DATA FROM OTHER COLLEGES OF SIMILAR SIZE (CHRONICLE OF HIGHER ED, IPEDS, CUPA-HR). THE COMMITTEE MAY ALSO, IF APPROPRIATE, SELECT INDEPENDENT COMPENSATION CONSULTANTS TO ADVISE THE COMMITTEE. HR DIRECTOR KEEPS A FILE WITH MINUTES OF MEETINGS AND WORKSHEET USED TO ANALYZE COMPENSATION DATA. FORM 990, PART VI, SECTION C, LINE 19 FORM 990 IS AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 2C: THE TREASURER, ASSISTANT TREASURER AND CONTROLLER WORK WITH THE FINANCE, AUDIT AND INVESTMENT COMMITTEE CHAIR TO SELECT AND ENGAGE OUR INDEPENDENT AUDITORS SUBJECT TO COMMITTEE APPROVAL. THE RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT FIELD RESTS WITH MANAGEMENT. THE CHAIR OF THE FINANCE, AUDIT AND INVESTMENT COMMITTEE IS KEPT CURRENT WITH THE AUDIT AS IT PROGRESSES BY BOTH MANAGEMENT AND THE INDEPENDENT ACCOUNTANTS. THE INDEPENDENT ACCOUNTANTS ALSO PRESENT THE ANNUAL FINANCIAL RESULTS TO THE FINANCE, AUDIT AND INVESTMENT COMMITTEE FOR DISCUSSION AND APPROVAL. THE BENEDICTINE SOCIETY OF WESTMORELAND COUNTY 300 FRASER PURCHASE ROAD LATROBE PA 15650 753102712 TO SUPPORT SAINT VINCENT COLLEGE, SEMINARY AND ARCHABBEY PA 501(C)(3) LINE 5 N/A 0 0 0 1 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0