2014-04-10T13:05:19-05:00 2013-05-31 160765486 LUMSDEN & MCCORMICK LLP 369 FRANKLIN STREET BUFFALO NY 14202 990 2012-06-01 160909446 TROCAIRE COLLEGE TROC 7168261200 360 CHOATE AVE BUFFALO NY 142202094 JOHN J HUDACK 7168261200 2014-03-25 1 JOHN P SCHIAVONE P00228702 7168563300 2012 2015-11-30 17:44:51Z DR BASSAM DEEB 360 CHOATE AVE BUFFALO NY 142202094 26106660 0 X WWW.TROCAIRE.EDU X 1958 NY TROCAIRE IS THE COLLEGE WHERE LIVES ARE TRANSFORMED. GRADUATES WILL BE THE FIRST CHOICE OF EMPLOYERS. 24 23 405 150 0 0 862219 1245451 19496008 19683030 291358 544321 173591 161175 20823176 21633977 1652496 1781873 0 0 11075266 11952292 0 0 1104696 5547076 6052831 18274838 19786996 2548338 1846981 25934000 27840861 5012460 4630677 20921540 23210184 X TROCAIRE COLLEGE, A PRIVATE, CAREER-ORIENTED CATHOLIC COLLEGE, IN THE SPIRIT OF THE SISTERS OF MERCY, STRIVES TO EMPOWER STUDENTS TOWARD PERSONAL ENRICHMENT, DIGNITY AND SELF-WORTH THROUGH EDUCATION IN A VARIETY OF PROFESSIONS AND IN THE LIBERAL ARTS. RECOGNIZING THE INDIVIDUAL NEEDS OF A DIVERSE STUDENT BODY, TROCAIRE COLLEGE PROVIDES LIFE LEARNING AND DEVELOPMENT WITHIN A COMMUNITY-BASED ENVIRONMENT. TROCAIRE COLLEGE PREPARES STUDENTS FOR SERVICE IN THE UNIVERSAL COMMUNITY. 0 0 9977216 1781873 18694065 INSTRUCTION - A 4-YEAR, PRIMARILY ASSOCIATE'S DEGREE-GRANTING PRIVATE NOT-FOR-PROFIT COLLEGE, OFFERING PRE-BACCALAUREATE CERTIFICATES, ASSOCIATE'S DEGREES AND BACHELOR'S DEGREES, REACHING APPROXIMATELY 2000 FULL-AND PART-TIME CREDIT STUDENTS, WITH THREE ACADEMIC SEMESTERS (FALL, SPRING, SUMMER) AND OFFERING COURSES DURING THE DAY, IN THE EVENING, ON WEEKENDS AND VIA DISTANCE EDUCATION, AS WELL AS PROVIDING NON-CREDIT LIFELONG LEARNING AND CONTINUING EDUCATION 2715245 242653 ACADEMIC SUPPORT INCLUDES SERVICES TO STUDENTS IN THE FOLLOWING AREAS; LIBRARY, LEARNING CENTER, STUDENT GOVERNMENT, ADMISSIONS, FINANCIAL ASSISTANCE, STUDENT RECORDS, ADVISEMENT BILLING, CAREER COUNSELING, AND HEALTH RECORDS 843038 746312 AUXILIARY SERVICE SERVICES - A COLLEGE STORE THAT SELLS TEXT BOOKS AND SUPPLIES FOR THE CONVENIENCE OF THE STUDENTS 13535499 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 26 0 1 405 1 0 0 0 0 0 1 1 0 0 0 0 0 X 24 23 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 1 0 X JACK HUDACK 7168261200 360 CHOATE AVE BUFFALO NY 14220 MARY BENNETT MD 2.00 X 0 0 0 SISTER JOANNE COURNEEN RSM 2.00 X 0 0 0 SISTER DIANE MATJE RSM 2.00 X 0 0 0 SISTER MARY ANN SCHIMSCHEINER RSM 2.00 X 0 0 0 THOMAS J GAMBLE PHD 2.00 X 0 0 0 BRIAN GOULD 2.00 X 0 0 0 LISA KIRISITS CPA 2.00 X X 0 0 0 MICHELE LADOUCEUR 2.00 X 0 0 0 TERESA LAWRENCE PHD 2.00 X 0 0 0 CINDY RICH 2.00 X 0 0 0 SISTER EILEEN O'CONNOR RSM 2.00 X 0 0 0 MAUREEN A WINNERT 2.00 X 0 0 0 SHARON HANSON 2.00 X X 0 0 0 ROBERT MCDOW 2.00 X X 0 0 0 MICHAEL MORAVEC 2.00 X 0 0 0 SIOBHAN SMITH 2.00 X 0 0 0 WILLIAM PALADINO 2.00 X 0 0 0 SISTER SALLY WALZ RSM 2.00 X 0 0 0 NANCY SHEEHAN RN JD 2.00 X 0 0 0 JONATHAN SWIATKOWSKI CPA 2.00 X 0 0 0 SISTER MARY JEANNE THOMAS DANAHY RS 2.00 X 0 0 0 JAMES NOTARO PHD 2.00 X 0 0 0 THOMAS QUATROCHE PHD 2.00 X 0 0 0 PAUL B HURLEY JR PHD 40.00 X 156517 0 17307 RICHARD BERNECKI 40.00 X 113678 0 10694 BASSAM M DEEB PHD 40.00 X 84907 0 7163 TOM MITCHELL 40.00 X 100147 0 14010 455249 0 49174 3 0 1 0 0 97595 457005 690851 1245451 STUDENT TUITION AND FEES 611710 18694065 18694065 AUXILIARY ENTERPRISES - BOOKSTORE 451211 746312 746312 LIFELONG LEARNING 611710 242653 242653 19683030 204753 204753 4779938 4440370 339568 339568 339568 27300 97595 32313 -5013 -5013 COPY MACHINE INCOME 561439 141473 141473 TRAINING FEES 611710 11530 11530 MISCELLANEOUS 611710 5471 5471 7714 7714 166188 21633977 18948248 0 1440278 1781873 1781873 488813 488813 8540528 7125038 1103405 312085 462918 375546 70923 16449 1711728 1383328 275768 52632 748305 593348 128968 25989 46172 46172 842655 7569 832321 2765 595359 26826 5934 562599 1663374 1207825 385048 70501 216434 79749 93678 43007 567775 567775 85090 42751 34863 7476 82657 47795 30399 4463 645222 55118 590104 80401 32619 47782 AUXILIARY SERVICES 583602 583602 REPAIRS & MAINTENANCE 350772 150308 199219 1245 BAD DEBT 186666 186666 MEMBERSHIPS AND SUBSCRI 94174 42204 46485 5485 12478 12478 19786996 13535499 5146801 1104696 702 702 7474391 8075656 550127 456077 34063 22147 160390 145801 162908 213234 15432366 6395535 8648294 9036831 7927197 8813625 961714 1066883 14214 9905 25934000 27840861 809214 1095394 627581 429210 3575665 3106073 5012460 4630677 X 18333942 20421551 2206258 2407293 381340 381340 20921540 23210184 25934000 27840861 1846981 441663 0 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1983626 211570 2195196 2014496 -30870 1983626 1791031 223465 2014496 1494422 240000 56609 1791031 1501192 141541 -148311 1494422 0.17400 0.82600 0 0 1119064 1119064 10556767 3458063 7098704 3756535 2937472 819063 9036831 20399415 441663 441663 19957752 46172 1630053 1676225 21633977 18110771 0 18110771 46172 1630053 1676225 19786996 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: ENDOWMENT FUNDS ARE RESTRICTED FOR TIME BY THE US DEPARTMENT OF EDUCATION, AND AFTER A CERTAIN POINT, THE COLLEGE CAN USE THEM FOR UNRESTRICTED PURPOSES. PART XI, LINE 4B - OTHER ADJUSTMENTS: COLLEGE FUNDED SCHOLARSHIPS ETC PART XII, LINE 4B - OTHER ADJUSTMENTS: COLLEGE FUNDED SCHOLARSHIPS ETC (PART XII & XIII LINE 4B) AMOUNT REPRESENTS COLLEGE FUNDED SCHOLARSHIPS AND DISCOUNTS. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION SCHEDULE E, PART I, LINE 3 THE COLLEGE PUBLISHES ITS NONDISCRIMINATORY POLICY IN THE COLLEGE CATALOG, AN IMPORTANT PART OF THEIR PROMOTIONAL LITERATURE. A SHORTENED VERSION APPEARS IN OTHER PUBLICATIONS SUCH AS BROCHURES, ADVERTISEMENTS, AND COURSE SCHEDULES. EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE SCHEDULE E, PART I, LINE 6 GOVERNMENT SUBSIDIZED LOANS TRUSTEE RECEPTION 124895 97595 27300 32313 NONE 124895 97595 27300 32313 32313 -5013 1 SCHOLARSHIPS, TUITION DISCOUNTS, AND STUDENT AID FOR STUDENTS ATTENDING TROCAIRE COLLEGE. 1137 1187915 593958 FMV EDUCATIONAL SUPPLIES SUCH AS TEXTBOOKS, NOTEBOOKS, WRITING MATERIALS, PROGRAM SPECIFIC SUPPLIES, AND OTHER VARIOUS EDUCATIONAL RELATED SUPPLIES. PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: ONCE TROCAIRE COLLEGE AWARDS SCHOLARSHIPS, DISCOUNTS, AND/OR STUDENT AID, AND THE STUDENT ACCEPTS THOSE FUNDS, THE COLLEGE DIRECTLY CREDITS THE STUDENTS TUITION BILL. X X 1 0 0 0 0 0 0 0 0 PAUL B HURLEY JR PHD 152453 0 0 0 4064 0 9622 0 7685 0 173824 0 0 0 PART I, LINE 4A RICHARD BERNECKI RECEIVED SEVERANCE PAYMENTS DURING THE TIME PERIOD APRIL 1, 2013 THROUGH MAY 31, 2013. HE RECIEVED HIS BI-WEEKLY SALARY OF $4,264 AND TOTAL HEALTH INSURANCE OPT-OUT PAYMENTS OF APPROXIMATELY $267 FOR THAT PERIOD. ADDITIONALLY, THE COLLEGE CONTINUED TO CONTRIBUTE 8% OF MR. BERNECKI'S BASE SALARY TO A PENSION PLAN AND THE COLLEGE CONTINUED TO PAY PREMIUMS ON OTHER LIFE AND DISABILITY POLICIES. X 1 150000 APPRAISAL OF FMV 0 1 0 FORM 990, PART VI, SECTION A, LINE 4 THE COLLEGE AMENDED ITS BYLAWS DURING THE FISCAL YEAR; THERE ARE NO LONGER ANY CORPORATE MEMBERS OF THE ENTITY. FORM 990, PART VI, SECTION B, LINE 11 THE 990 IS DISTRIBUTED TO THE MEMBERS OF THE FINANCE COMMITTEE OF THE BOARD OF TRUSTEES FOR REVIEW. AFTER REVIEW, THE COMMITTEE AUTHORIZES THE CHIEF FINANCIAL OFFICER TO SIGN THE DOCUMENT AT THE NEXT SCHEDULED FINANCE COMMITTEE MEETING. FORM 990, PART VI, SECTION B, LINE 12C BOARD OF TRUSTEES ANNUALLY REVIEWS AND COMPLETES THE "CONFLICT OF INTEREST STATEMENT". KEY EMPLOYEES ARE REQUIRED TO REPORT ANY POSSIBLE CONFLICTS TO THEIR SUPERVISORS BY COMPLETING THE "CONFLICT OF INTEREST DISCLOSURE FORM'. NO ANNUAL MONITORING OF KEY EMPLOYEES. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR CEO/TOP MANAGEMENT IS REVIEWED AND SET BY THE BOARD OF TRUSTEES. THE BOARD OF DIRECTORS HAS A WRITTEN CONTRACT WITH THE PRESIDENT OF THE COLLEGE, AND IN ESTABLISHING A SALARY, THERE IS AN ASSESSMENT OF COMPARABLE PRESIDENT SALARIES. COMPENSATION FOR OFFICERS AND KEY EMPLOYEES IS BASED ON POSITION RESPONSIBILIES AND OTHER COMPARABLE EXISTING EMPLOYEES SALARY LEVELS. FACULTY AND PROGRAM DIRECTOR SALARY DECISIONS ARE GUIDED BY THE COLLECTIVE BARGAINING AGREEMENT. FORM 990, PART VI, SECTION C, LINE 19 THE PUBLIC CAN CONTACT THE PRESIDENT'S OFFICE DIRECTLY AND REQUEST TO SEE ITS GOVERNING DOUCMENTS, CONFLICT OF INTEREST POLICY AND/OR FINANCIAL STATEMENTS. THE REQUIRED DOCUMENTATION IS HELD AT THE MAIN CAMPUS WHICH IS THE SAME AS THE RETURNS ADDRESS.