2014-01-29T16:43:23-06:00 2013-06-30 232932984 PARENTEBEARD LLC 400 MARKET STREET WILLIAMSPORT PA 17701 990 2012-07-01 251114320 MOUNT ALOYSIUS COLLEGE MOUN 8148866411 7373 ADMIRAL PEARY HIGHWAY CRESSON PA 16630 THOMAS P FOLEY 8148866411 2014-01-28 1 JULIUS C GREEN CPA JD P00350393 5703236023 2012 2015-11-30 17:44:51Z THOMAS P FOLEY 7373 ADMIRAL PEARY HIGHWAY CRESSON PA 16630 77634857 0 X WWW.MTALOY.EDU X 1963 PA TO PROVIDE QUALITY HIGHER EDUCATION PROGRAMS WHICH MEET THE INDIVIDUAL NEEDS OF STUDENTS. 24 23 829 37 0 0 2880925 8533151 31833056 33648432 660868 1867949 148898 117703 35523747 44167235 6223228 6844896 0 0 14435679 14687924 0 0 397436 9801845 10220455 30460752 31753275 5062995 12413960 114414433 130184965 25517627 25330019 88896806 104854946 X THE MISSION OF MOUNT ALOYSIUS COLLEGE IS TO RESPOND TO INDIVIDUAL AND COMMUNITY NEEDS WITH QUALITY PROGRAMS OF EDUCATION IN THE TRADITION OF THE RELIGIOUS SISTERS OF MERCY. EACH STUDENT WILL HAVE THE OPPORTUNITY TO ACQUIRE KNOWLEDGE AND TO DEVELOP VALUES, ATTITUDES, AND COMPETENCIES NECESSARY FOR LIFELONG LEARNING WITHIN AN ENVIRONMENT WHICH REFLECTS A LIBERAL ARTS ORIENTATION AND A CATHOLIC, JUDEO-CHRISTIAN HERITAGE. 0 0 18241690 6844896 28681943 ACCREDITED BY MIDDLE STATES COMMISSION ON HIGHER EDUCATION, MOUNT ALOYSIUS COLLEGE OFFERS UNDERGRADUATE DEGREES IN A BROAD VARIETY OF SUBJECTS, INCLUDING HEALTH SCIENCES, BUSINESS, GENERAL STUDIES, AND LIBERAL ARTS. IT ALSO OFFERS THREE GRADUATE PROGRAMS AND AN ACCELERATED BACHELOR'S DEGREE PROGRAM FOR ADULTS. THE COLLEGE PROVIDES LIBRARY AND OTHER ACADEMIC SUPPORT SERVICES, WHICH INCLUDES MAKING COMPUTERS AVAILABLE TO STUDENTS. 4179465 35372 MOUNT ALOYSIUS COLLEGE STRIVES TO DEVELOP STUDENTS, BOTH INSIDE AND OUTSIDE THE CLASSROOM. STUDENT SERVICES PLAYS AN IMPORTANT ROLE IN THE DEVELOPMENT OF PHYSICAL, MENTAL, AND SOCIAL WELL-BEING. THE COLLEGE OFFERS BOTH AN NCAA DIVISION III ATHLETIC PROGRAM AND AN ACTIVE INTRAMURAL PROGRAM. HEALTH AND COUNSELING CENTERS ASSIST STUDENTS IN NEED, AND PROVIDE AN OPPORTUNITY FOR STUDENTS TO BETTER THEMSELVES. ACTIVE CLUB AND STUDENT ACTIVITIES PROGRAMS PROMOTE A STRONG SENSE OF COMMUNITY ON THE CAMPUS. 3448153 4966489 MOUNT ALOYSIUS COLLEGE MAINTAINS FIVE RESIDENCE HALLS AND A HOUSE, ALONG WITH CENTRALIZED DINING SERVICES, FOR STUDENTS. A FULL SERVICE BOOKSTORE IS ALSO AVAILABLE FOR STUDENT USE. 25869308 1 1 0 1 0 0 0 1 0 1 1 0 0 0 1 1 1 0 1 0 1 0 1 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 1 73 0 1 829 1 0 0 0 0 0 1 1 0 0 0 0 X 24 23 0 0 0 0 1 0 1 1 1 0 0 0 1 1 1 1 1 1 1 0 PA X DONNA YODER 8148866364 7373 ADMIRAL PEARY HIGHWAY CRESSON PA 16630 DANIEL W RULLO ESQ 0.30 X X 0 0 0 PHILIP DEVORRIS 0.30 X X 0 0 0 MARK BARNHART 0.30 X 0 0 0 ANN M BENZEL 0.30 X 0 0 0 PAUL CALANDRA 0.30 X 0 0 0 DR BARBARA J CLIFF 0.30 X 0 0 0 DR MARGARET A DOUGHERTY RSM 0.30 X 0 0 0 THOMAS FOLEY 60.00 X X 351445 0 42284 SR MARY ELLEN FUHRMAN RSM 0.30 X 0 0 0 JUDGE DAVID C KLEMENTIK 0.30 X 0 0 0 R ADELE KUPCHELLA 0.30 X 0 0 0 SCOTT T LAWHEAD 0.30 X 0 0 0 JAMES H LYONS 0.30 X 0 0 0 SR LISA MARY MCCARTNEY PHD 0.30 X 0 0 0 MICHAEL MCLANAHAN 0.30 X 0 0 0 SR JEAN MESSAROS RSM 0.30 X 0 0 0 WILLIAM C POLACEK 0.30 X 0 0 0 RICHARD D ROSE 0.30 X 0 0 0 EDWARD J SHEEHAN JR 0.30 X 0 0 0 JOE SHEETZ 0.30 X 0 0 0 TIMOTHY P SISSLER 0.30 X 0 0 0 SR SARA SWEENEY RSM 0.30 X 0 0 0 DEREK A WALKER 0.30 X 0 0 0 ANNE WILMS 0.30 X 0 0 0 TIMOTHY E FULOP 40.00 X 131783 0 25202 SUZANNE CAMPBELL 50.00 X 126920 0 14306 JOHN ANDERSON 40.00 X 120267 0 13946 PAUL FARCUS 40.00 X 118013 0 13296 DONNA K YODER CPA 40.00 X 103052 0 12609 951480 0 121643 7 0 1 0 PJ DICK INC PO BOX 6774 PITTSBURGH PA 15212 CONSTRUCTION 9638320 LR KIMBALL 615 W HIGHLAND AVE EBENSBURG PA 15931 ARCHITECT/ENGINEERING 1029012 METZ & ASSOCIATES TWO WOODLANDS DRIVE DALLAS PA 18612 FOOD SERVICE MANAGEMENT 998321 LEONARD S FIORE INC 5506 SIXTH AVENUE ALTOONA PA 16602 CONSTRUCTION 271331 SISTER OF MERCY PO BOX 399 DALLAS PA 18612 COMPENSATION - STAFF 134775 7 44670 7531622 956859 7030 8533151 STUDENT TUITION & FEES 611710 28681943 28681943 AUXILIARY ENTERPRISES 611710 4966489 4966489 33648432 1394942 1394942 33922347 33449340 473007 473007 473007 11107 44670 18282 -7175 -7175 SUMMER CAMPS 611710 25476 25476 PARKING & OTHER FEES 611710 23427 23427 DEBT RECOVERY REV 900099 18444 18444 57531 9896 47635 124878 44167235 33683804 0 1950280 6715896 6715896 129000 129000 373183 373183 11298431 8825749 2282274 190408 546567 425162 108880 12525 1600989 1262909 314194 23886 868754 661238 193828 13688 55360 55360 66329 66329 53368 53368 277675 277675 361450 270655 79250 11545 375555 281012 82283 12260 1726184 1466856 232273 27055 510279 394706 115573 867715 671186 196529 284589 200507 58710 25372 401842 310831 91011 1896023 1466593 429430 326589 252461 73922 206 FOOD SERVICE 1055253 928924 110244 16085 DEPARTMENTAL EXPENSES 574395 436059 127682 10654 REPAIRS/SMALL EQUIP 560989 433634 126971 384 BAD DEBTS 253190 253190 573670 482740 90930 31753275 25869308 5486531 397436 4051 3852 21275243 12151462 727855 981914 976272 4935929 703620 753597 203917 234274 250419 320973 97496378 40524221 40784978 56972157 45310401 49087771 3696674 4268665 481003 474371 114414433 130184965 3434709 4170277 454302 488408 18857757 18459766 2770859 2211568 25517627 25330019 X 83946334 99101760 1324586 2060321 3625886 3692865 88896806 104854946 114414433 130184965 X 12413960 2990086 554094 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 53368 53368 0 EXPLANATION OF LOBBYING ACTIVITIES: PART II-B, LINE 1: PAID CONSULTANTS, RIDGE POLICY GROUP, LLC, TO MEET WITH LEGISLATIVE REPRESENTATIVES. 7030 273715 X X X 0 20012935 788863 3086232 103281 30156 23754593 19449336 728924 -65438 83636 16251 20012935 15300394 926276 3311847 81553 7628 19449336 13182462 940985 1266324 78306 11071 15300394 15195952 644930 -2555664 81406 21350 13182462 0.80000 0.16000 0.04000 0 0 1674575 1674575 56949070 28329245 28619825 7795459 6493168 1302291 31077274 5701808 25375466 56972157 ANNUITIES PAYABLE 127010 ADVANCE FROM FEDERAL GOVERNMENT FOR STUDENT LOANS 823419 INTEREST RATE SWAPS PAYABLE 1261139 2211568 X 41444409 2990086 -5731194 -2741108 44185517 -18282 -18282 44167235 25486269 18282 18282 25467987 6285288 6285288 31753275 PART III, LINE 4: THE COLLEGE HOUSES A SMALL ART COLLECTION WHICH IS ON PUBLIC DISPLAY AS WELL AS BEING USED FOR EDUCATIONAL PURPOSES BY ART DEPARTMENT FACULTY. THE COLLEGE ALSO MAINTAINS A SMALL RELIGIOUS BOOK COLLECTION WHICH IS HOUSED IN THE LIBRARY AND ACCESSIBLE FOR RESEARCH. DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE QUASI-ENDOWMENT FUNDS ARE MAINTAINED AS LONG-TERM INVESTMENTS, PROVIDING INTERGENERATIONAL EQUITY FOR COLLEGE SPENDING. INCOME FROM THE PERMANENT FUNDS IS USED FOR SCHOLARSHIPS. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: THE COLLEGE ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES USING A RECOGNITION THRESHOLD OF MORE-LIKELY-THAN NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD IS MET. MANAGEMENT DETERMINED THERE WERE NO TAX UNCERTAINTIES THAT MET THE RECOGNITION THRESHOLD IN FISCAL 2013 AND 2012. THE COLLEGE'S FEDERAL EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURNS REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE FOR THE YEARS SUBSEQUENT TO JUNE 30, 2009. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF INTEREST RATE SWAPS 559,952. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -5,858. SCHOLARSHIPS NETTED AGAINST TUITION ON FINANCIAL STATEMENTS -6,285,288. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSES NETTED AGAINST SPECIAL EVENTS INCOME -18,282. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSES NETTED AGAINST SPECIAL EVENTS INCOME 18,282. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS NETTED AGAINST TUITION ON FINANCIAL STATEMENTS 6,285,288. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION SCHEDULE E, PART I, LINE 3 MOUNT ALOYSIUS COLLEGE PUBLISHES ITS RACIALLY NONDISCRIMINATORY POLICY ON THE INSIDE BACK COVER OF ITS STUDENT CATALOG. EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE SCHEDULE E, PART I, LINE 6 THE COLLEGE RECEIVES VARIOUS FEDERAL GRANTS DIRECTLY FROM THE U.S. DEPARTMENT OF EDUCATION, INCLUDING SUPPLEMENTAL EDUCATION OPPORTUNITY GRANTS, COLLEGE WORK-STUDY FUNDING, AND PELL GRANTS. THE COLLEGE ALSO RECEIVES GRANTS FROM THE COMMONWEALTH OF PENNSYLVANIA, THE MOST SIGNIFICANT OF WHICH IS THE PHEAA GRANT. 1 IRELAND 0 6 CONFERENCE/PROFESSIONAL DEVELOPMENT N/A 12590 COSTA RICA 0 1 SERVICE LEARNING EXPENSE-SERV LEARNING & STUDENT CONF-UNDERGRAD RESEARCH N/A 978 BOLIVIA 0 1 PROFESSIONAL DEVELOPMENT-ACADEMIC AFFAIRS N/A 955 0 8 0 0 0 8 14523 0 14523 SCHOLARSHIP NORTH AMERICA 2 28000 SCHOLARSHIP N/A CASH SCHOLARSHIP EUROPE (INCLUDING ICELAND & GREENLAND) 4 50750 SCHOLARSHIP N/A CASH SCHOLARSHIP CENTRAL AMERICA AND THE CARIBBEAN 3 36250 SCHOLARSHIP N/A CASH SCHOLARSHIP SUB-SAHARAN AFRICA 1 14000 SCHOLARSHIP N/A CASH 0 0 0 0 0 0 PROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.: SCHEDULE F, PART I, LINE 2: THE COLLEGE HAS A FINANCIAL AID DEPARTMENT WHICH FOLLOWS THE FEDERAL LAWS REGARDING STUDENT FINANCIAL AID ELIGIBILITY. RECORDS ARE MAINTAINED FOR ALL STUDENTS RECEIVING AID AND COLLEGE GRANTS. STUDENT GRANTS ARE POSTED TO STUDENT BILLING ACCOUNTS AS A PART OF THEIR FINANCIAL AID PACKAGE. THE COLLEGE DOES NOT PROVIDE GRANTS TO ANY OTHER ORGANIZATIONS OR INDIVIDUALS. GOLF TOURNAMENT 55777 44670 11107 4010 4960 4539 4773 55777 44670 11107 4010 4960 4539 4773 18282 -7175 1 CASH SCHOLARSHIPS AND GRANTS FOR TUITION FEES 1389 5967515 CASH N/A SUPPLEMENTAL EMPLOYMENT OPPORTUNITY GRANT AWARDED TO STUDENTS FOR TUITION AND FEES 252 231831 CASH N/A COLLEGE WORK STUDY GRANT AWARDED TO STUDENTS FOR TUITION AND FEES 268 327777 CASH N/A OTHER GRANTS FOR TUITION AND FEES 239 188773 CASH N/A PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE COLLEGE HAS A FINANCIAL AID DEPARTMENT WHICH FOLLOWS THE FEDERAL LAWS REGARDING STUDENT FINANCIAL AID ELIGIBILITY. RECORDS ARE MAINTAINED FOR ALL STUDENTS RECEIVING AID AND COLLEGE GRANTS. STUDENT GRANTS ARE POSTED TO STUDENT BILLING ACCOUNTS AS A PART OF THEIR FINANCIAL AID PACKAGE. THE COLLEGE DOES NOT PROVIDE GRANTS TO ANY OTHER ORGANIZATIONS OR INDIVIDUALS. X X X 1 0 X X 0 0 0 0 0 0 0 0 0 THOMAS FOLEY 240834 0 75200 0 35411 0 22500 0 19784 0 393729 0 0 0 TIMOTHY E FULOP 131783 0 0 0 0 0 9225 0 15977 0 156985 0 0 0 PART I, LINE 1A THOMAS P. FOLEY, PRESIDENT, RECEIVED A HOUSING ALLOWANCE, INCLUDING GROSS-UP PAYMENT TO COVER TAXES. THIS HOUSING ALLOWANCE WAS INCLUDED IN HIS TAXABLE COMPENSATION. THE COLLEGE MAINTAINS A CORPORATE MEMBERSHIP IN A LOCAL SOCIAL CLUB WHICH IS USED BY THE PRESIDENT FOR CARRYING OUT VARIOUS COLLEGE FUNCTIONS. NOTHING IS INCLUDED IN TAXABLE COMPENSATION AS THE MEMBERSHIP IS STRICTLY FOR COLLEGE BUSINESS. A PENNSYLVANIA HIGHER EDUCATION FACILITIES AUTHORITY 232243852 70917NVR2 2003-06-12 5100000 CONSTRUCTION PROJECTS INCL RENOVATION OF STUDENT UNION AND DORMITORITY 0 0 0 B PENNSYLVANIA HIGHER EDUCATION FACILITIES AUTHORITY 232243852 70917R2V6 2011-11-15 9956250 CONSTRUCTION OF NEW CONVOCATION CENTER 0 0 0 A 200000 5100000 110527 4989473 2006 0 0 1 1 B 9956250 133661 9822589 2013 0 0 0 1 A 0 0 1 1 0 0.00000 0.00000 0.00000 0 0 1 B 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 1 0 1 1 PNC 14.900000000000 0 0 0 0 1 B 0 1 0 0 1 0 0 0 1 A 1 B 1 X 7030 DONOR'S COST 0 1 0 FORM 990, PART VI, SECTION A, LINE 6 THE CONFERENCE FOR MERCY HIGHER EDUCATION IS A MEMBER OF MOUNT ALOYSIUS COLLEGE WHO HAS THE RIGHT OF FINAL APPROVAL OF THE BOARD OF TRUSTEES FOR CERTAIN ACTIONS. FORM 990, PART VI, SECTION A, LINE 7B THE MEMBER OF THE CORPORATION, THE CONFERENCE FOR MERCY HIGHER EDUCATION, HAS THE RIGHT OF FINAL APPROVAL OF ACTION OF THE BOARD OF TRUSTEES OF CERTAIN ITEMS INCLUDING APPOINTMENT OR REMOVAL OF THE PRESIDENT AND SELECTION OF MEMBERS OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11 THE AUDIT COMMITTEE CONDUCTED A REVIEW OF THE COMPLETE FORM 990. FOLLOWING REVIEW BY THE AUDIT COMMITTEE, THE PUBLIC INSPECTION COPY OF FORM 990 WAS MADE AVAILABLE TO ALL MEMBERS OF THE BOARD OF TRUSTEES UPON REQUEST. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS MONITORED AND ENFORCED ON AN ANNUAL BASIS. FOR THE BOARD OF TRUSTEES, THE COMMITTEE ON TRUSTEES ENSURES THAT EACH TRUSTEE HAS COMPLETED A CONFLICT OF INTEREST FORM ON AN ANNUAL BASIS. THE COMMITTEE ON TRUSTEES THEN REVIEWS ALL FORMS FOR ANY IDENTIFIED CONFLICTS OF INTEREST. HUMAN RESOURCES ENSURES THAT EACH KEY EMPLOYEE HAS COMPLETED A CONFLICT OF INTEREST FORM ON AN ANNUAL BASIS. ALL KEY EMPLOYEE FORMS ARE REVIEWED BY HUMAN RESOURCES FOR ANY IDENTIFIED CONFLICTS OF INTEREST. ANY POTENTIAL CONFLICTS ARE THEN DEALT WITH ON A CASE-BY-CASE BASIS. BOARD TRUSTEES WITH AN IDENTIFIED CONFLICT OF INTEREST ARE EXPECTED TO ABSTAIN FROM VOTING, AND IF DETERMINED BY THE BOARD, TO WITHDRAW FROM THE MEETING. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE PRESIDENT IS DETERMINED BY THE BOARD OF TRUSTEES ON AN ANNUAL BASIS AND INCLUDES A DISCUSSION OF COMPARABLE SALARIES AS WELL AS CONTEMPORANEOUS DOCUMENTATION OF THE DELIBERATION AND DECISION. COMPENSATION OF OTHER OFFICERS OR KEY EMPLOYEES IS DETERMINED BY A COLLEGE COMPENSATION COMMITTEE. COMPARABILITY DATA IS USED, AND CONTEMPORANEOUS DOCUMENTATION OF THE DELIBERATION AND DECISION TAKES PLACE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S FINANCIAL STATEMENTS, GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF INTEREST RATE SWAPS 559,952. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -5,858. CONFERENCE FOR MERCY HIGHER EDUCATION 8630 FENTON STREET SUITE 934 SILVER SPRING MD 20910 431973007 SPONSORSHIP OVERSIGHT TO COLLEGES FOUNDED BY SISTERS OF MERCY MD 501(C)(3) N/A 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0