2013-05-14T06:55:28-05:00 2012-06-30 160765486 LUMSDEN & MCCORMICK LLP 369 FRANKLIN STREET BUFFALO NY 14202 990 2011-07-01 160805158 MEDAILLE COLLEGE MEDA 7168802000 18 AGASSIZ CIRCLE BUFFALO NY 14214 MATTHEW CARVER 7168802000 2013-05-10 1 JOHN P SCHIAVONE P00040031 7168563300 2011 2016-02-24 21:20:13Z DR RICHARD T JURASEK PH 18 AGASSIZ CIRCLE BUFFALO NY 14214 61774191 0 X WWW.MEDAILLE.EDU X 1969 NY PREPARING LEARNERS FOR CAREER SUCCESS AND A LIFELONG COMMITMENT TO A CIVIC AND SUSTAINABLE FUTURE. 25 24 1087 120 0 0 2210040 3064172 52801186 52381056 181832 72759 286729 433384 55479787 55951371 13508792 13954057 0 0 20378180 21819218 50197 25830 552626 18753836 18471709 52691005 54270814 2788782 1680557 62790993 64486826 36439676 36461522 26351317 28025304 X MEDAILLE COLLEGE CONCENTRATES ON EXCELLENCE IN TEACHING, WITH AN EMPHASIS ON PERSONAL ATTENTION TO ITS DIVERSE STUDENT BODY. ITS CURRICULUM PROVIDES A SOLID LIBERAL ARTS AND SCIENCES FOUNDATION WITH EARLY ACCESS TO CAREER-ORIENTED EDUCATION. THE FACULTY AND ALL OF THOSE INVOLVED IN THE MISSION OF EDUCATION CHALLENGE STUDENTS AND THEMSELVES TO THE HIGHEST POSSIBLE STANDARDS OF ACHIEVEMENT, BUT THAT CHALLENGE IS BALANCED BY SUPPORT FOR EVERY INDIVIDUAL STUDENT AND A CONCERN THAT EACH ONE SUCCEEDS. 0 0 41814092 13954057 48450421 EDUCATIONAL/INSTRUCTIONAL SERVICES OFFERED IN A VARIETY OF AREAS, STUDENT SERVICES AND AUXILIARY ENTERPRISE OPERATIONS 41814092 1 1 0 1 0 0 0 0 0 1 1 0 0 1 0 0 1 0 1 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 38 0 1 1087 1 0 0 0 0 0 1 1 0 0 0 0 X 25 24 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 1 0 X X MATTHEW CARVER 7168802000 18 AGASSIZ CIRCLE BUFFALO NY 14214 STUART H ANGERT 1.00 X X 0 0 0 DR JUANITA K HUNTER EDD 1.00 X X 0 0 0 DR RICHARD T JURASEK PHD 40.00 X X 234591 0 39631 MARGARET KAFKA 1.00 X 0 0 0 ROBERT J LAMASTRA 1.00 X 0 0 0 CHARLES E MORAN JR 1.00 X X 0 0 0 WILLIAM H PEARCE JR 1.00 X 0 0 0 MICHAEL K WALSH 1.00 X X 0 0 0 STEPHEN L CICCHINELLI 1.00 X 0 0 0 DONALD R TOMASULO 1.00 X 0 0 0 PETER J FREYBURGER DVM 1.00 X 0 0 0 HORACE A GIOIA ESQ 1.00 X 0 0 0 ROBERT L STEVENSON 1.00 X 0 0 0 LAWRENCE COSTA 1.00 X 0 0 0 DAVID ELIAS 1.00 X 0 0 0 KENT P FREY 1.00 X 0 0 0 ROBERT S GRABER 1.00 X 0 0 0 ELLEN E GRANT PHD LCSW-R 1.00 X 0 0 0 MICHAEL J MOLEY 1.00 X 0 0 0 JAMES K MORRELL 1.00 X 0 0 0 DARIUS G PRIDGEN 1.00 X 0 0 0 HEIDI A RAPHAEL 1.00 X 0 0 0 ROCCO TERMINI 1.00 X 0 0 0 KENNETH D TRBOVICH 1.00 X 0 0 0 JOSEPH E WOLFSON 1.00 X 0 0 0 DOUGLAS HOWARD 40.00 X 163812 0 14733 MATTHEW J CARVER 40.00 X 118601 0 21405 JUDITH HOROWITZ 40.00 X 132945 0 18732 NORMAN MUIR 40.00 X 113748 0 21580 ROBERT A DISIBIO 40.00 X 128045 0 21950 HELLEN L HORNE-MOYER 40.00 X 118108 0 19659 JOSEPH SAVARESE 40.00 X 109376 0 20923 1119226 0 178613 13 0 1 0 R&P OAK HILL DEVELOPMENT LLC 3556 LAKESHORE ROAD SUITE 620 BUFFALO NY 14216 PROFESSIONAL SERVICES & CONTRACTS 4175781 ARAMARK FACILITY SERVICES 24818 NETWORK PLACE CHICAGO IL 60673 PROFESSIONAL SERVICES & CONTRACTS 2710418 CHARTWELLS PO BOX 91337 CHICAGO IL 60693 FOOD SERVICES CONTRACT 1563318 TRAVERS COLLINS & COMPANY 726 EXCHANGE ST SUITE 500 BUFFALO NY 14210 PROFESSIONAL SERVICES & CONTRACTS 1283326 DREXEL UNIVERSITY KORMAN CENTER - ROOM 119 3141 CHES PHILADELPHIA PA 19104 SOFTWARE MAINTENANCE 1066952 6 94388 2370630 599154 3064172 TUITION AND FEES 611710 48450421 48450421 ROOM AND BOARD 611710 2352470 2352470 FOODSERVICE 611710 1578165 1578165 52381056 79282 79282 5749401 5755924 -6523 -6523 -6523 63057 94388 66896 -3839 -3839 MISCELLANEOUS 611710 393973 393973 BOOKSTORE 611710 43250 43250 437223 55951371 48450421 0 4436778 13954057 13954057 625997 598600 27397 16705543 13769739 2605082 330722 643679 453407 178920 11352 2585264 1732581 802076 50607 1258735 830765 402795 25175 126789 126789 25830 25830 1508854 1159337 349517 1254448 1228420 25188 840 1640224 1146468 460985 32771 1337892 8264 1306303 23325 795148 243423 551725 178407 156317 21359 731 876644 749737 112087 14820 1702348 1123550 578798 3103543 2638012 465531 196053 7107 188946 PURCHASED SERVICES 2971908 1768562 1203346 EQUIPMENT RENTAL & MAIN 1297118 88280 1208830 8 BAD DEBT EXPENSE 340565 9979 330586 STUDENT AID EXPENSE 211311 153669 57642 930457 465629 455780 9048 54270814 41814092 11904096 552626 1603296 176353 10079164 10782492 1046791 1964559 491365 928894 119945 163279 84840 70956 272815 1100107 71866894 31433534 36807021 40433360 4073172 4122539 8212584 4744287 62790993 64486826 3482127 3858035 2492615 2949091 28994378 28355279 1470556 1299117 36439676 36461522 X 24536983 26103231 872881 860642 941453 1061431 26351317 28025304 62790993 64486826 X 1680557 -6570 X X 0 1 1 X 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 65500 65500 0 EXPLANATION OF LOBBYING ACTIVITIES: PART II-B, LINE 1: THE COLLEGE ENLISTED THE SERVICES OF BOLTON-ST JOHN, LLC . THIS FIRM ACTED ON BEHALF OF THE COLLEGE WITH STATE AND LOCAL GOVERNMENTS TO OBTAIN GRANT FUNDING FOR VARIOUS PROJECTS. 1062328 119978 35529 26792 1191043 962040 82196 30921 12829 1062328 1158723 143384 68037 408104 962040 1071587 326414 43441 282719 1158723 0.89000 0.11000 0 0 3419196 3419196 44393225 17201591 27191634 15114039 11348660 3765379 8940434 2883283 6057151 40433360 ASSETS LIMITED AS TO USE 4403632 DEFERRED FINANCING COSTS 340655 4744287 55951371 54270814 1680557 -6570 -6570 1673987 42057640 -6570 -6570 42064210 13887161 13887161 55951371 40383653 0 40383653 13887161 13887161 54270814 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: PERMANENTLY RESTRICTED FUNDS ARE TO BE INVESTED IN PERPETUITY; THE INCOME AND GAINS (TERM ENDOWMENT) ARE EXPENDABLE TO SUPPORT STUDENT SCHOLARSHIPS AND AWARDS. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS 13,954,057. FUNDRAISING EXPENSES -66,896. PART XIII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS 13,954,057. FUNDRAISING EXPENSES -66,896. 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 COLLEGES RACIALLY NON-DISCRIMINATORY POLICY IS STATED IN THE COLLEGE CATALOG, RECRUITMENT MAILINGS, AND OTHER BROCHURES EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE SCHEDULE E, PART I, LINE 6 THE COLLEGE RECEIVES AID FROM FEDERAL AND NEW YORK STATE AGENCIES. X X X X 1 WEST WIND CONSULTING 120 BRINDLEY ST STE 7 ITHACA NY 14850 ANNUAL FUND 0 0 57666 57666 WILSON-BENNETT TECHNOLOGY 140 PROFESSIONAL DR STE 2 CABOT AR 72023 ANNUAL FUND 0 0 37500 37500 95166 95166 NY ALLEN DOWNING GOLF TOURNAMENT 82235 47800 34435 33689 ATHLETICS FUNDRAISING 75210 46588 28622 33207 157445 94388 63057 66896 66896 -3839 1 FINANCIAL AID 2806 13954057 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: GRANTS AND FINANCIAL AID ARE GIVEN TO STUDENTS ATTENDING THE COLLEGE. THE OFFICE OF FINANCIAL AID MONITORS THE FUNDS THAT ARE GIVEN TO EACH STUDENT. X 1 0 X 0 0 0 0 0 0 0 0 0 DR RICHARD T JURASEK PHD 232305 0 0 0 2286 0 22833 0 16798 0 274222 0 0 0 DOUGLAS HOWARD 162624 0 0 0 1188 0 10008 0 4725 0 178545 0 0 0 JUDITH HOROWITZ 132765 0 0 0 180 0 10082 0 8650 0 151677 0 0 0 PART I, LINE 1A HOUSING IS PROVIDED FOR THE PRESIDENT OF THE COLLEGE. ERIE COUNTY INDUSTRIAL DEVELOPMENT AGENCY 161090858 2003-04-30 16910000 INSTITUTIONAL DEVELOPMENT 0 0 0 ERIE COUNTY INDUSTRIAL DEVELOPMENT AGENCY 161090858 2003-04-30 2250000 INSTITUTIONAL DEVELOPMENT 0 0 0 ERIE COUNTY INDUSTRIAL DEVELOPMENT AGENCY 161090858 2010-11-23 11480000 INSTITUTIONAL DEVELOPMENT 0 0 1 16910000 1604520 3251533 775417 1006075 10272455 2005 0 0 1 1 2250000 2250000 2005 0 0 1 1 11480000 3295000 5618507 2566493 2012 0 0 1 1 0 0 0 0 0.00000 0.00000 0.00000 1 0 0 0 0 0.00000 0.00000 0.00000 1 0 0 0 0 0.00000 0.00000 0.00000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE DRAFT FORM 990 IS REVIEWED BY THE VICE PRESIDENT FOR BUSINESS AND FINANCE, THE CONTROLLER, AND THE PAYROLL MANAGER FOR ACCURACY BEFORE IT IS FILED. A COPY IS FORWARDED TO THE BOARD OF TRUSTEES FOR REVIEW PRIOR TO FINAL FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS UPDATED AT LEAST ANNUALLY BY ALL BOARD MEMBERS, OFFICERS, AND FINANCE EMPLOYEES. IF THERE ARE ANY SITUATIONS IN WHICH A POTENTIAL CONFLICT EXISTS, THOSE BOARD MEMBERS AND/OR EMPLOYEES WILL ABSTAIN FROM VOTING OR INVOLVEMENT IN THE DECISION MAKING PROCESSES. FORM 990, PART VI, SECTION B, LINE 15 THE DIRECTOR OF HUMAN RESOURCES PERFORMS A COMPARISON OF COMPENSATION FOR ALL OFFICERS, MANAGEMENT OFFICIALS, AND KEY EMPLOYEES. THE DATA USED FOR COMPARISON IS OBTAINED FROM THE COLLEGE & UNIVERSITY PROFESSIONAL ASSOCIATION FOR HUMAN RESOURCES, WHICH IS PUBLISHED ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS AND HANDBOOKS ARE AVAILABLE ONLINE AT THE COLLEGE'S WEBSITE, WWW.MEDAILLE.EDU. KEY FINANCIAL INFORMATION IS DISCLOSED IN THE COLLEGE'S ANNUAL REPORT. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -6,570. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. THEODORE ROOSEVELT SCHOOL FOUNDATION 18 AGASSIZ CIRCLE BUFFALO NY 14214 311652236 PROVIDE DEVELOPMENT ACTIVITIES FOR THE COLLEGE HONORS PROGRAM NY 501(C)(3) LINE 5 MEDAILLE COLLEGE 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0