2022-04-15T08:13:39-05:00 2021-05-31 861065772 DELOITTE TAX LLP 111 MONUMENT CIRCLE STE 4200 INDIANAPOLIS IN 462045108 990 2020-06-01 251120678 ROBERT MORRIS UNIVERSITY ROBE 4123975263 6001 UNIVERSITY BLVD REVERE CENTER MOON TOWNSHIP PA 151081189 JEFFREY LISTWAK SR. VP BUS AFFAIRS & TREASURER 4123975263 2022-04-14 1 JEFFREY LISTWAK 999009999 JEFFREY D FRANK P00287234 3174648600 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z CHRISTOPHER B HOWARD 6001 UNIVERSITY BLVD REVERE CENTER MOON TOWNSHIP PA 151081189 179349104 0 X WWW.RMU.EDU X 1921 PA EDUCATIONAL INSTITUTION 39 36 1468 39 4903705 0 17679815 19489183 156943778 143428653 3255458 2502516 1340 -334980 177880391 165085372 45918313 45020334 0 0 68240069 67070198 0 0 3878598 54898118 52379748 169056500 164470280 8823891 615092 277505216 284845897 128281768 126222592 149223448 158623305 X OUR MISSION AT ROBERT MORRIS UNIVERSITY IS TO BE THE GATEWAY TO ENGAGED, PRODUCTIVE, AND SUCCESSFUL CAREERS AND LIVES. 0 0 39398600 0 66473891 INSTRUCTION EXPENSES-DIRECT COSTS OF ALL ACTIVITIES THAT ARE PART OF THE UNIVERSITY'S INSTRUCTION PROGRAMS FROM ACADEMIC DEPARTMENTS. 45020334 45020334 45020334 SCHOLARSHIPS AND FELLOWSHIPS 23332015 0 26171431 STUDENT SERVICES-INCLUDE EXPENSES FOR THE OFFICES OF FINANCIAL AID, ENROLLMENT MANAGEMENT, REGISTRAR, ATHLETICS AND THOSE ACTIVITIES WHOSE PRIMARY PURPOSE IS TO CONTRIBUTE TO THE STUDENT'S EMOTIONAL AND PHYSICAL WELL BEING. 50268848 0 859292 AUXILIARY ENTERPRISES: RESIDENCE HALLS, DINING HALLS, RECREATIONAL 50268848 0 859292 158019797 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 1 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 1 1 0 1 1 1 0 0 0 0 1 1 0 0 0 1 234 0 1468 1 1 1 0 0 0 0 1 1 0 0 1 0 0 0 X 39 36 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AK CO KY MA MD MI NH OH OK OR PA SC WA X MELISSA MICCO 4123975263 6001 UNIVERSITY BLVD MOON TOWNSHIP PA 15108 MORGAN O'BRIEN CHAIR (FROM 3/21) 5.00 0.00 X 0 0 0 RICHARD HARSHMAN CHAIR (THRU 3/21) 5.00 0.00 X 0 0 0 CARRIE COGHILL VICE CHAIR 2.00 0.00 X 0 0 0 RICHARD ARCHER TRUSTEE 2.00 0.00 X 0 0 0 LEROY BALL TRUSTEE 2.00 0.00 X 0 0 0 HARRY BEHLING TRUSTEE 2.00 0.00 X 0 0 0 JAMES BOUCHARD TRUSTEE (THRU 6/20) 2.00 0.00 X 0 0 0 ERIC BOUGHNER TRUSTEE 2.00 0.00 X 0 0 0 JEFFREY BROADHURST TRUSTEE (THRU 12/20) 2.00 0.00 X 0 0 0 CHRISTINE BRYANT TRUSTEE 2.00 0.00 X 0 0 0 GARY CLAUS TRUSTEE 2.00 0.00 X 0 0 0 KEVIN COLBERT TRUSTEE 2.00 0.00 X 0 0 0 DEBORAH CUNNINGHAM TRUSTEE 2.00 0.00 X 0 0 0 GERALD DELON TRUSTEE 2.00 0.00 X 0 0 0 MARGARET DICUCCIO TRUSTEE 2.00 0.00 X 0 0 0 CLARENCE DOZIER TRUSTEE 2.00 0.00 X 0 0 0 WELLING FRUEHAUF EMERITUS TRUSTEE 2.00 0.00 X 0 0 0 CHUCK HAMMEL TRUSTEE (FROM 9/20) 2.00 0.00 X 0 0 0 CHARLES HOMAN TRUSTEE 2.00 0.00 X 0 0 0 THOMAS HUNLEY TRUSTEE 2.00 0.00 X 0 0 0 KATIE JACOBS TRUSTEE 2.00 0.00 X 0 0 0 BRIAN KELLY TRUSTEE (FROM 12/20) 2.00 0.00 X 0 0 0 STEPHEN KLEMASH TRUSTEE 2.00 0.00 X 0 0 0 DAVID LANCIA TRUSTEE 2.00 0.00 X 0 0 0 MARGARET LARKINS-PETTIGREW TRUSTEE 2.00 0.00 X 0 0 0 KAREN LARRIMER TRUSTEE 2.00 0.00 X 0 0 0 JOHN LUCOT TRUSTEE (FROM 3/21) 2.00 0.00 X 0 0 0 DAVID MALONE TRUSTEE 2.00 0.00 X 0 0 0 BARBARA MCNEES EMERITUS TRUSTEE 2.00 0.00 X 0 0 0 NORMAN MITRY TRUSTEE (THRU 9/20) 2.00 0.00 X 0 0 0 FRANK MOLINERO EMERITUS TRUSTEE 2.00 0.00 X 0 0 0 GERD MUELLER EMERITUS TRUSTEE 2.00 0.00 X 0 0 0 STEVEN NICOLA TRUSTEE (FROM 3/21) 2.00 0.00 X 0 0 0 KOLIA O'CONNER TRUSTEE 2.00 0.00 X 0 0 0 ARMANDO OCANDO TRUSTEE (FROM 9/20) 2.00 0.00 X 0 0 0 MARK PALLONE TRUSTEE 2.00 0.00 X 0 0 0 MARK POPOVICH TRUSTEE 2.00 0.00 X 0 0 0 ELIZABETH POWERS TRUSTEE 2.00 0.00 X 0 0 0 NICK PRATER EMERITUS TRUSTEE 2.00 0.00 X 0 0 0 ROBERT ROGERS EMERITUS TRUSTEE 2.00 0.00 X 0 0 0 MARK ROOKS TRUSTEE (FROM 5/21) 2.00 0.00 X 0 0 0 PATRICIA ROONEY EMERITUS TRUSTEE (THRU 1/21) 2.00 0.00 X 0 0 0 JAMES RUDOLPH EMERITUS TRUSTEE 2.00 0.00 X 0 0 0 ROBIN SANDERS TRUSTEE 2.00 0.00 X 0 0 0 THERESA SCHEETZ EMERITUS TRUSTEE 2.00 0.00 X 0 0 0 STEVEN SCHOTT TRUSTEE 2.00 0.00 X 0 0 0 MICHAEL SMITH TRUSTEE 2.00 0.00 X 0 0 0 RANDE SOMMA TRUSTEE (FROM 5/21) 2.00 0.00 X 0 0 0 ROCHELLE STACHEL TRUSTEE 2.00 0.00 X 0 0 0 THOMAS STERLING TRUSTEE (THRU 9/20) 2.00 0.00 X 0 0 0 STEPHEN VAN OSS TRUSTEE 2.00 0.00 X 0 0 0 JOHN VIEHMAN EMERITUS TRUSTEE 2.00 0.00 X 0 0 0 JOHN WALDRON TRUSTEE 2.00 0.00 X 0 0 0 CHERYL WALKER TRUSTEE 2.00 0.00 X 0 0 0 CHRISTOPHER B HOWARD PRESIDENT 50.00 0.00 X 462984 0 165743 JEFFREY A LISTWAK SR VP BUS AFFAIRS & TREASURER 50.00 0.00 X 275190 0 49999 RENEE T CAVALOVITCH GENERAL COUNSEL 50.00 0.00 X 276527 0 32101 MELISSA A MICCO CAO & ASST TREASURER 50.00 0.00 X 167871 0 15733 DERYA A JACOBS SR VP CORP REL, STRAT INIT 50.00 0.00 X 283145 0 41886 MARY ANN RAFOTH PROVOST, SR VP 50.00 0.00 X 260681 0 30345 MICHELLE PATRICK DEAN, SBUS 50.00 0.00 X 238301 0 36650 CHRISTOPHER KING VP & DIRECTOR OF ATHLETICS 50.00 0.00 X 251930 0 15644 PERRY F ROOFNER VP FOR FACILITIES 50.00 0.00 X 225937 0 40483 JOHN MICHALENKO VP STUDENT LIFE 50.00 0.00 X 241887 0 13710 MARIA V KALEVITCH DEAN, ENG, MATH & SCIENCE 50.00 0.00 X 203701 0 39643 ANDREW S TOOLE HEAD BASKETBALL COACH (MEN) 40.00 0.00 X 445638 0 58380 LOIS D BRYAN SR ASSOC DEAN, SBUS 40.00 0.00 X 222435 0 30365 CHARLES BUSCAGLIA HEAD BASKETBALL COACH (WOMEN) 40.00 0.00 X 215447 0 32914 JACOB PENG DEPT HEAD, TAX & ACCOUNTING 40.00 0.00 X 213034 0 33662 PEGGY M OUTON EXECUTIVE DIRECTOR 40.00 0.00 X 206207 0 32501 4190915 0 669759 192 0 1 0 CAMBRIDGE SPEAKER SERIES LLC PO BOX 1388 ROSS CA 94957 SPEAKER RECRUITMENT 276911 DELOITTE & TOUCHE LLP PO BOX 844736 DALLAS TX 75201 ACCOUNTING SERVICES 205165 ISLAND HOCKEY OFFICIALS LLC 653 9TH STREET OAKMONT PA 15139 SPORTS OFFICIALS 188578 LITTLER MENDELSON PC PO BOX 207137 DALLAS TX 753207137 LEGAL SERVICES 141277 DQE COMMUNICATIONS 411 SEVENTH AVENUE PITTSBURGH PA 15219 COMPUTING SERVICES 131010 8 76022 7823855 11589306 755045 19489183 TUITION AND FEES 611710 117112213 117112213 AUXILIARY ENTERPRISES 611710 18889780 18889780 ISLAND SPORTS CENTER 713940 4869326 4869326 OTHER REVENUE 611710 1612253 1612253 PARKING 611710 355155 355155 589926 555547 34379 143428653 1573210 1573210 15115899 35935 14222528 0 893371 35935 929306 929306 25400 76022 41204 -15804 -15804 LOSS ON DFSCNCE OF DEB 900099 -319176 -319176 -319176 165085372 138524948 4903705 2167536 X 43400 43400 44976934 44976934 3092796 2171702 873261 47833 48816331 46336462 1238958 1240911 3125374 2966605 79322 79447 8379436 7953761 212670 213005 3656261 3470523 92796 92942 352360 337138 388 14834 215972 206642 238 9092 17278 17278 20030139 19103809 23587 902743 1189404 1138022 1308 50074 1139479 1090254 1253 47972 3266549 3125434 3593 137522 3031652 2900684 3335 127633 1371517 1312267 1509 57741 3837819 3672025 4222 161572 11638050 11135286 12802 489962 1155156 1105253 1271 48632 HEERF ASSISTANCE 1412702 1412702 0 0 NON CAPITAL EQUIPMENT 1256854 1202557 1383 52914 BAD DEBT 1103564 1055890 1214 46460 DUES & SUBSCRIPTIONS 609167 582851 670 25646 752086 719596 827 31663 164470280 158019797 2571885 3878598 667868 306771 30747968 32091063 4538403 5359352 6167083 5852181 478613 593533 21905 2153 319143 322486 1547283 1389876 361241624 177762520 186506291 183479104 31434684 34681098 6243233 13560350 8832742 7207930 277505216 284845897 18748425 20774355 12782314 13990404 64500924 49829466 30977434 40442640 1272671 1185727 128281768 126222592 X 114370369 115078998 34853079 43544307 149223448 158623305 277505216 284845897 615092 8784765 0 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 17278 17278 164470280 164487558 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 60509 63836 15000 17278 156623 250000 250000 250000 250000 1000000 1500000 PART II-B, LINE I, LOBBYING ACTIVITIES: IN THE 2020-21 FISCAL YEAR, ROBERT MORRIS UNIVERSITY (RMU) WORKED WITH CONSULTANTS AT DENTONS FROM JUNE OF 2020 UNTIL MAY OF 2021. DENTONS DEVELOPED STRATEGIES TO SECURE LOCAL AND STATE GOVERNMENT FUNDING FOR UNIVERSITY PROJECTS. DENTONS ALSO REACHED OUT TO LEGISLATORS ON BEHALF OF THE UNIVERSITY TO ADVOCATE FOR UNIVERSITY PROJECTS. RMU COLLABORATED WITH DENTONS IN PURSUIT OF THE FOLLOWING FUNDING STREAMS: THE PENNSYLVANIA REDEVELOPMENT ASSISTANCE CAPITAL PROGRAM AND THE MULTIMODAL TRANSPORTATION FUND. 38162275 1201896 11183620 1487294 49060497 36983912 717370 1943870 1482877 38162275 36294763 1912843 -88341 1135353 36983912 33434352 1690276 2465831 1295696 36294763 30128476 566468 4061793 1322385 33434352 0.40000 0.60000 0.00000 0 0 5403855 5403855 240888949 90785454 150103495 32798423 20248668 12549755 80064087 66728398 13335689 2086310 2086310 183479104 FEDERAL GOVERNMENT ADVANCES FOR STUDENT LOANS 643867 AMOUNTS HELD IN CUSTODY FOR OTHERS 525623 AUTO LOAN 16237 1185727 X 128849803 8784765 8784765 120065038 45020334 45020334 165085372 119449946 0 119449946 45020334 45020334 164470280 PART X, LINE 2: THE UNIVERSITY ADOPTED GUIDANCE FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH PROVIDES CRITERIA FOR THE RECOGNITION AND MEASUREMENT OF CERTAIN TAX POSITIONS. THIS GUIDANCE REQUIRES THAT AN UNCERTAIN TAX POSITION SHOULD BE RECOGNIZED ONLY IF IT IS "MORE LIKELY THAN NOT" THAT THE POSITION IS SUSTAINABLE BASED ON ITS TECHNICAL MERITS. RECOGNIZABLE TAX POSITIONS SHOULD THEN BE MEASURED TO DETERMINE THE AMOUNT OF BENEFIT RECOGNIZED IN THE FINANCIAL STATEMENTS. THE UNIVERSITY FILES U.S. FEDERAL, STATE, AND LOCAL INFORMATION RETURNS AND NO RETURNS ARE CURRENTLY UNDER EXAMINATION. THE STATUTE OF LIMITATIONS ON THE UNIVERSITY'S U.S. FEDERAL TAX RETURNS REMAINS OPEN FOR THE YEARS ENDED MAY 31, 2018, THROUGH THE PRESENT. THE UNIVERSITY CONTINUES TO EVALUATE ITS TAX POSITIONS PURSUANT TO THE PRINCIPLES OF SUCH GUIDANCE AND HAS DETERMINED THAT THERE IS NO MATERIAL EFFECT ON THE UNIVERSITY'S FINANCIAL STATEMENTS. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN REFLECTED IN THE UNIVERSITY'S FINANCIAL STATEMENTS. PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIP ALLOWANCES 45,020,334. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIP ALLOWANCES 45,020,334. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 A STATEMENT CONCERNING THE UNIVERSITY'S NON-DISCRIMINATORY POLICY IS INCLUDED IN ALL ADVERTISING SCHEDULE E, PART I, LINE 6 THE UNIVERSITY RECEIVES FINANCIAL AID FROM VARIOUS FEDERAL AND STATE AGENCIES. THE UNIVERSITY OPERATES UNDER A NONDISCRIMINATORY POLICY, AND DISTRIBUTES FINANCIAL AID IN ACCORDANCE WITH SUCH POLICY. HOCKEY GOLF OUTING 36777 25997 10780 5200 11630 COLONIAL GOLF OUTING 64645 50025 14620 4882 19295 169 28 101422 76022 25400 10082 30925 169 28 41204 -15804 1 NEED 332 FIFTH AVENUE PITTSBURGH SC 15222 256070821 501(C)(3) 43400 0 FINANCIAL AID TO MINORITY STUDENTS 1 0 INTERNAL 3157 43771722 0 EXTERNAL 359 1032008 0 EXTERNAL COVID RELIEF FUNDS 2379 1412702 0 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 X X 1 1 X X X X X 0 1 0 0 0 0 0 0 0 CHRISTOPHER B HOWARD PRESIDENT 437669 0 0 0 25315 0 14250 0 151493 0 628727 0 0 0 ANDREW S TOOLE HEAD BASKETBALL COACH (MEN) 378270 0 55000 0 12368 0 20377 0 38003 0 504018 0 0 0 JEFFREY A LISTWAK SR VP BUS AFFAIRS & TREASURER 274375 0 0 0 815 0 21215 0 28784 0 325189 0 0 0 DERYA A JACOBS SR VP CORP REL, STRAT INIT 281895 0 0 0 1250 0 18317 0 23569 0 325031 0 0 0 RENEE T CAVALOVITCH GENERAL COUNSEL 274983 0 0 0 1544 0 21047 0 11054 0 308628 0 0 0 MARY ANN RAFOTH PROVOST, SR VP 258329 0 0 0 2352 0 19564 0 10781 0 291026 0 0 0 MICHELLE PATRICK DEAN, SBUS 237755 0 0 0 546 0 12375 0 24275 0 274951 0 0 0 CHRISTOPHER KING VP & DIRECTOR OF ATHLETICS 220884 0 19500 0 11546 0 11097 0 4547 0 267574 0 0 0 PERRY F ROOFNER VP FOR FACILITIES 222563 0 0 0 3374 0 17339 0 23144 0 266420 0 0 0 JOHN MICHALENKO VP STUDENT LIFE 224300 0 0 0 17587 0 13570 0 140 0 255597 0 0 0 LOIS D BRYAN SR ASSOC DEAN, SBUS 218396 0 0 0 4039 0 19239 0 11126 0 252800 0 0 0 CHARLES BUSCAGLIA HEAD BASKETBALL COACH (WOMEN) 170091 0 41000 0 4356 0 12992 0 19922 0 248361 0 0 0 JACOB PENG DEPT HEAD, TAX & ACCOUNTING 209757 0 0 0 3277 0 11258 0 22404 0 246696 0 0 0 MARIA V KALEVITCH DEAN, ENG, MATH & SCIENCE 202865 0 0 0 836 0 14569 0 25074 0 243344 0 0 0 PEGGY M OUTON EXECUTIVE DIRECTOR 203636 0 0 0 2571 0 15461 0 17040 0 238708 0 0 0 MELISSA A MICCO CAO & ASST TREASURER 167671 0 0 0 200 0 12600 0 3133 0 183604 0 0 0 PART I, LINE 1A THE UNIVERSITY PRESIDENT IS REQUIRED TO LIVE IN A UNIVERSITY-OWNED HOUSE IN CLOSE PROXIMITY TO CAMPUS. THE UNIVERSITY PRESIDENT, SENIOR VP OF BUSINESS AFFAIRS AND VP OF DEVELOPMENT HAVE SOCIAL CLUB AND/OR COUNTRY CLUB MEMBERSHIPS FOR ENTERTAINMENT OF BUSINESS PARTNERS, DONORS, AND POTENTIAL DONORS. THE UNIVERSITY PAYS THE MEMBERSHIP DUES ON BEHALF OF THESE EMPLOYEES. THERE ARE ALSO OCCASIONAL BOARD RETREATS WHERE SPOUSES OF TRUSTEES AND EXECUTIVE MANAGEMENT ARE INVITED TO PARTICIPATE IN SELECT BUSINESS/SOCIAL FUNCTIONS. PART I, LINE 4B ELIGIBLE EMPLOYEES PARTICIPATE IN VARIOUS NONQUALIFIED DEFERRED COMPENSATION PLANS UNDER CODE SECTION 457(F). THE EXACT PURPOSE OF EACH PLAN VARIES. NO SUPPLEMENTAL NONQUALIFIED PLAN PAYMENTS WERE MADE DURING THE YEAR TO ANY PERSONS LISTED ON PART VII. IN ADDITION, THE ORGANIZATION HAS CONTINUED A SPLIT DOLLAR LIFE INSURANCE ARRANGEMENT WITH ITS PRESIDENT. THE ORGANIZATION MADE $114,920 IN PREMIUM PAYMENTS DURING THE YEAR UNDER THE ARRANGEMENT. A MOON INDUSTRIAL DEVELOPMENT AUTHORITY 251398575 000000000 2003-08-29 9100000 CAMPUS BUILDING CONSTRUCTION 0 0 0 B ALLEGHENY CO HIGHER EDUCATION BUILDING AUTH 251425398 01728RMT3 2017-09-26 29782175 CAMPUS BUILDING CONSTRUCTION 0 0 0 C MOON INDUSTRIAL DEVELOPMENT AUTHORITY 251398575 000000000 2016-05-17 7510000 REFUND BONDS ISSUED ON 4/5/2006 0 0 0 D MCCANDLESS INDUSTRIAL DEVELOPMENT AUTHORITY 251349346 000000000 2005-04-22 10000000 CAMPUS BUILDING CONSTRUCTION 0 0 0 A 5858735 9100000 132717 8967283 2004 0 0 1 1 B 800000 30063049 2365010 2093821 530518 25109027 2019 0 0 1 1 C 3479174 7510000 98740 7411260 1 0 1 1 D 4885395 10000000 107900 9892100 2006 0 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 0 B 0 0 0 0 0.00000 0.00000 0.00000 0 0 0 C 0 0 0 0 0.00000 0.00000 0.00000 0 0 0 D 0 0 0 0 0.00000 0.00000 0.00000 0 0 0 A 0 0 1 0 1 0 0 0 0 B 0 1 0 0 0 0 0 0 0 C 0 0 1 0 0 0 0 0 0 D 0 0 1 0 0 0 0 0 0 A 1 B 1 C 1 D 1 A WILKINS AREA INDUSTRIAL DEVELOPMENT AUTHORITY 251410750 000000000 2011-12-29 6500000 CAMPUS BUILDING CONSTRUCTION 0 0 0 B WILKINS AREA INDUSTRIAL DEVELOPMENT AUTHORITY 251410750 000000000 2012-01-04 8500000 CAMPUS BUILDING CONSTRUCTION 0 0 0 C ALLEGHENY CO HIGHER EDUCATION BUILDING AUTH 251425398 01728RMJ5 2016-11-01 21532399 REFUND BONDS ISSUED 8/19/2008 0 0 0 D MOON INDUSTRIAL DEVELOPMENT AUTHORITY 251398575 000000000 2020-12-21 14150000 REFUND DEBT ISSUED 6/17/2010 & 5/1/2013 0 0 0 A 1006156 6500000 79724 6420275 2012 0 0 1 1 B 1311905 8500000 88186 8411814 2012 0 0 1 1 C 2195000 21532399 1487952 333600 2029 19788370 0 1 1 1 D 160696 14150000 94144 14055856 1 0 1 1 A 0 0 1 1 0 0.00900 0.00000 0.00900 0 0 0 B 0 0 1 1 0 0.01200 0.00000 0.01200 0 0 0 C 0 0 0 0 0.00000 0.00000 0.00000 0 0 0 D 0 0 0 0 0.00000 0.00000 0.00000 0 0 0 A 0 0 1 0 1 0 0 0 0 B 0 0 1 0 1 0 0 0 0 C 0 1 0 0 0 0 0 0 0 D 0 1 0 0 1 0 0 0 0 A 1 B 1 C 1 D 1 C HOWARD PRESIDENT SPLIT DOLLAR LIFE INSURANCE X 593533 593533 0 1 1 593533 OFFICERS DEPENDENTS 39860 TUITION KEY EMPLOYEES DEPENDENTS 29070 TUITION SEE PART V SEE PART V 7204249 SEE PART V 0 SEE PART V SEE PART V 94249 SEE PART V 0 SEE PART V SEE PART V 88557 SEE PART V 0 SEE PART V SEE PART V 81124 SEE PART V 0 SEE PART V SEE PART V 29539 SEE PART V 0 SCHEDULE L, PART II, LOANS TO AND FROM INTERESTED PERSONS: (A) NAME OF PERSON: CHRISTOPHER B. HOWARD(B) RELATIONSHIP WITH ORGANIZATION: PRESIDENT(C) PURPOSE OF LOAN: SPLIT DOLLAR LIFE INSURANCE ARRANGEMENT(D) LOAN TO OR FROM ORGANIZATION? = FROM(E) ORIGINAL PRINCIPAL AMOUNT $593,533. (F) BALANCE DUE $593,533.(G) LOAN IN DEFAULT? = NO(H) APPROVED BY BOARD OR COMMITTEE? = YES(I) WRITTEN AGREEMENT? = YES SCHEDULE L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: (A) NAME OF INTERESTED PERSON: PARKHURST DINING SERVICES, INC.(B) RELATIONSHIP BETWEEN INTERESTED PERSON AND THE ORGANIZATION: JEFFREY BROADHURST, TRUSTEE, IS PART OWNER AND AN OFFICER OF PARKHURST DINING SERVICES, INC. WHICH PROVIDES THE CAMPUS FOOD/MEAL PLAN AND RELATED SERVICES.(C) AMOUNT OF TRANSACTION: $7,204,249(D) DESCRIPTION OF TRANSACTION: EMPLOYMENT(E) SHARING OF ORGANIZATION REVENUES? = NO SCHEDULE L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: (A) NAME OF INTERESTED PERSON: JULIANNE MICHALENKO(B) RELATIONSHIP BETWEEN INTERESTED PERSON AND THE ORGANIZATION: FAMILY MEMBER OF KEY EMPLOYEE, JOHN MICHALENKO.(C) AMOUNT OF TRANSACTION: $ 94,249(D) DESCRIPTION OF TRANSACTION: EMPLOYMENT(E) SHARING OF ORGANIZATION REVENUES? = NO SCHEDULE L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: (A) NAME OF INTERESTED PERSON: LAUREN MORELLI(B) RELATIONSHIP BETWEEN INTERESTED PERSON AND THE ORGANIZATION: FAMILY MEMBER OF DAVID LANCIA, TRUSTEE(C) AMOUNT OF TRANSACTION: $88,557(D) DESCRIPTION OF TRANSACTION: EMPLOYMENT(E) SHARING OF ORGANIZATION REVENUES? = NO SCHEDULE L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: (A) NAME OF INTERESTED PERSON: MATTHEW O'BRIEN(B) RELATIONSHIP BETWEEN INTERESTED PERSON AND THE ORGANIZATION: FAMILY MEMBER OF MORGAN O'BRIEN, TRUSTEE(C) AMOUNT OF TRANSACTION: $81,124(D) DESCRIPTION OF TRANSACTION: EMPLOYMENT(E) SHARING OF ORGANIZATION REVENUES? = NO SCHEDULE L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: (A) NAME OF INTERESTED PERSON: BBL FLEET(B) RELATIONSHIP BETWEEN INTERESTED PERSON AND THE ORGANIZATION: HARRY BEHLING, TRUSTEE, IS THE OWNER OF BBL FLEET, WHICH IS RMU'S SUPPLIER OF FUEL.(C) AMOUNT OF TRANSACTION: $29,539(D) DESCRIPTION OF TRANSACTION: PURCHASE OF FUEL FOR THE UNIVERSITY'S VEHICLE FLEET(E) SHARING OF ORGANIZATION REVENUES? = NO X 2 105245 COST OR SELLING PRICE X 4 649800 COST OR SELLING PRICE 0 1 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS RECEIVED IN SCHEDULE M, PART I, COLUMN (B). FORM 990, PART VI, SECTION B, LINE 11B 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 THE SENIOR VP OF FINANCE. ANOTHER INTERNAL REVIEW IS CONDUCTED BY THE GENERAL COUNSEL AND VP FOR LEGAL AFFAIRS AND RISK MANAGEMENT AND THE PRESIDENT OF THE UNIVERSITY. THE RETURN IS THEN REVIEWED AND APPROVED BY THE AUDIT AND RISK COMMITTEE OF THE BOARD WITH A COPY PROVIDED TO THE FULL BOARD OF TRUSTEES PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C EMPLOYEE CONFLICT OF INTEREST- 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/OR CONTROLLER. RESPONSES ARE EVALUATED AND DISCUSSED WITH THE VICE PRESIDENT FOR LEGAL AFFAIRS AND RISK MANAGEMENT AS NECESSARY. SUMMARY RESULTS 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. FOR SENIOR POSITIONS FOR WHICH THERE ARE NOT TWO LEVELS OF INTERNAL APPROVAL AVAILABLE, 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 OF 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. FORM 990, PART IX, LINE 11G FOOD SERVICE: PROGRAM SERVICE EXPENSES 6,166,076. MANAGEMENT AND GENERAL EXPENSES 7,089. FUNDRAISING EXPENSES 271,312. TOTAL EXPENSES 6,444,477. SERVICE CONTRACTS: PROGRAM SERVICE EXPENSES 5,160,284. MANAGEMENT AND GENERAL EXPENSES 5,933. FUNDRAISING EXPENSES 227,057. TOTAL EXPENSES 5,393,274. CONSULTING: PROGRAM SERVICE EXPENSES 2,084,955. MANAGEMENT AND GENERAL EXPENSES 2,397. FUNDRAISING EXPENSES 91,740. TOTAL EXPENSES 2,179,092. REPAIRS & MAINTENANCE: PROGRAM SERVICE EXPENSES 1,016,152. MANAGEMENT AND GENERAL EXPENSES 1,168. FUNDRAISING EXPENSES 44,712. TOTAL EXPENSES 1,062,032. PRINTING & MATERIALS: PROGRAM SERVICE EXPENSES 568,338. MANAGEMENT AND GENERAL EXPENSES 653. FUNDRAISING EXPENSES 25,007. TOTAL EXPENSES 593,998. UTILITIES: PROGRAM SERVICE EXPENSES 510,793. MANAGEMENT AND GENERAL EXPENSES 587. FUNDRAISING EXPENSES 22,475. TOTAL EXPENSES 533,855. RECRUITING: PROGRAM SERVICE EXPENSES 224,045. MANAGEMENT AND GENERAL EXPENSES 258. FUNDRAISING EXPENSES 9,858. TOTAL EXPENSES 234,161. OFFICIALS: PROGRAM SERVICE EXPENSES 363,877. MANAGEMENT AND GENERAL EXPENSES 418. FUNDRAISING EXPENSES 16,011. TOTAL EXPENSES 380,306. MISC OTHER: PROGRAM SERVICE EXPENSES 3,009,289. MANAGEMENT AND GENERAL EXPENSES 5,084. FUNDRAISING EXPENSES 194,571. TOTAL EXPENSES 3,208,944. RMC COLONIAL CORPORATION 6001 UNIVERSITY BLVD MOON TOWNSHIP PA 15108 251499278 INACTIVE PA 501(C)(3) LINE 10: 509(A)(2) ROBERT MORRIS UNIVERSITY 1 ROBERT MORRIS COLLEGE PITTSBURGH FOLK FESTIVAL 6001 UNIVERSITY BLVD MOON TOWNSHIP PA 15108 251645377 INACTIVE PA 501(C)(3) LINE 10: 509(A)(2) ROBERT MORRIS UNIVERSITY 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0