2013-03-25T07:24:30-05:00 2012-06-30 060530830 SEWARD AND MONDE CPA'S 296 STATE STREET NORTH HAVEN CT 064732165 990 2011-07-01 060646520 ALBERTUS MAGNUS COLLEGE ALBE 2037738516 700 PROSPECT STREET NEW HAVEN CT 06511 DR JULIA M MCNAMARA 2037738516 2013-03-15 LOUIS A CRISCUOLO P01215715 2032489341 2011 2016-02-25 16:41:14Z DR JULIA M MCNAMARA 700 PROSPECT STREET NEW HAVEN CT 06511 41590435 0 X WWW.ALBERTUS.EDU X 1925 CT TO PROVIDE HIGHER EDUCATION TO COLLEGE STUDENTS 24 23 619 0 90671 -39752 3428723 2844853 27005077 32106308 667319 531060 202939 194861 31304058 35677082 6247178 7677818 0 0 14760478 15659857 0 0 144427 9690025 12422251 30697681 35759926 606377 -82844 46888133 46887834 7352186 7123721 39535947 39764113 TO MAINTAIN AND OPERATE AN INSTITUTION OF HIGHER LEARNING WHICH PROVIDES INSTRUCTION IN THE LIBERAL ARTS AND SCIENCES AND CONFERS DEGREES UPON THE COMPLETION OF CURRICULA PRESCRIBED BY THE COLLEGE IN ACCORDANCE WITH ITS CHARTER AND THE LAWS OF THE STATE OF CONNECTICUT. 0 0 23291310 7677818 29469492 INSTRUCTION, LIBRARY, AND STUDENT AID OF APPROXIMATELY 1,961 COLLEGE STUDENTS BY APPROXIMATELY 159 QUALIFIED INSTRUCTORS AND INCLUDING THE OPERATION OF THE PHYSICAL PLANT 8183421 2546145 STUDENT SERVICES AND AUXILARY (STUDENT SUPPORT) SERVICES CONSISTING OF HOUSING, FOOD SERVICE, LAUNDRY SERVICE, INFIRMARY AND COUNSELING OF APPROXIMATELY 1,961 COLLEGE STUDENTS 31474731 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 76 0 1 619 1 1 1 0 0 0 0 0 0 0 0 0 X 24 23 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X JEANNE MANN VP FOR FINANCE & TREAS 2037738516 700 PROSPECT STREET NEW HAVEN CT 06511 DR JULIA M MCNAMARA 40.00 X X 1519304 0 49162 JACK AFRICK 1.00 X 0 0 0 JOSEPH R CRESPO 1.00 X X 0 0 0 DR LYNNE S FARRELL 1.00 X 0 0 0 LYNN FUSCO 1.00 X 0 0 0 SISTER VIRGINIA BRUEN 1.00 X 0 0 0 SISTER MARIA CIRIELLO 1.00 X 0 0 0 ALYCE T FULLER 1.00 X 0 0 0 ELLIN M MULHOLLAND 1.00 X 0 0 0 JEANNE M DENNISON 1.00 X 0 0 0 SISTER MAURYEEN O'BRIEN 1.00 X 0 0 0 RAYMOND J PEACH 1.00 X 0 0 0 JOHN J CRAWFORD 1.00 X 0 0 0 LOUIS F TAGLIATELA JR 1.00 X 0 0 0 DR TOMOKO TAKAHASHI 1.00 X 0 0 0 SISTER MARGARET ORMOND 1.00 X 0 0 0 JOAN E SACCO 1.00 X 0 0 0 WILLIAM J DOYLE 1.00 X 0 0 0 JOSEPH P GERMAIN JR 1.00 X X 0 0 0 MARK JENUSAITIS 1.00 X 0 0 0 DR MARTHA W WOOD 1.00 X 0 0 0 TABITHA W MANAFORT 1.00 X 0 0 0 ELIZABETH S BOWMAN 1.00 X 0 0 0 FRANCES B GRANQUIST 1.00 X 0 0 0 JEANNE MANN 40.00 X 171993 0 20658 JOHN DONOHUE 40.00 X 201260 0 27455 RICHARD LOLATTE 40.00 X 140788 0 25576 STEVEN GSTALDER 40.00 X 129742 0 18564 MAUREEN MORRISON 40.00 X 124768 0 23680 ANDREA KOVACS 40.00 X 123318 0 18282 RONALD WAITE 40.00 X 122361 0 22614 2533534 0 205991 16 0 1 0 SPORTS CONSTRUCTION GROUP 10303 BRECKSVILLE ROAD BRECKSVILLE OH 44141 CONSTRUCTION 838262 CHARTWELLS COMPASS GROUP C/O ALBERTUS MAGNUS COLLEGE NEW HAVEN CT 06511 FOOD SERVICES 621329 LITCHFIELD BUILDERS 2199 STATE STREET HAMDEN CT 06517 CONSTRUCTION 361818 SSC 25 CONTROLS DRIVE SHELTON CT 06484 SECURITY SERVICES 353968 LITTLER MENDELSON PO BOX 45547 SAN FRANCISCO CA 94145 LEGAL SERVICES 178194 9 1844150 1000703 976 2844853 TUITION AND FEES 900099 29469492 29469492 STUDENT SUPPORT SERVIC 611710 2500872 2500872 ATHLETIC MEMBERSHIPS 713940 90671 90671 MISCELLANEOUS 611710 45273 45273 32106308 556440 556440 194861 0 194861 194861 194861 5887973 5913353 -25380 -25380 -25380 35677082 29469492 90671 3272066 7677818 7677818 1243778 521379 722399 12006115 9865162 2071685 69268 559239 440460 115834 2945 930650 732986 192763 4901 920075 722052 191970 6053 138202 138202 2676000 2676000 338929 338929 2729033 2455491 212637 60905 331657 167809 163848 3067418 2671677 395741 273735 244205 29175 355 75254 75254 1422449 1377733 44716 FOOD SERVICE 518956 518956 GUARD SERVICE 498942 498942 PROFESSIONAL SERVICES 260381 260381 BAD DEBTS 86327 86327 4968 4968 35759926 31474731 4140768 144427 2372680 2030936 1852751 2692234 739470 710218 380163 372116 1061384 954843 36174 46265 38205084 18934450 18969864 19270634 20060482 19692780 1415165 1117808 46888133 46887834 4275166 4155875 1905990 1947457 1171030 1020389 7352186 7123721 X 34342001 34607533 2250828 2197436 2943118 2959144 39535947 39764113 46888133 46887834 X -82844 311010 X 0 1 1 X 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4481920 17026 61334 85774 4474506 3749440 37219 777696 82435 4481920 2629700 882838 285941 49039 3749440 3195101 20555 -535941 50015 2629700 0.19720 0.80280 0 0 32915307 14686782 18228525 5289777 4247668 1042109 19270634 LOAN FUNDS REFUNDABLE 1020389 1020389 35677082 35759926 -82844 311010 311010 228166 30008259 311010 311010 29697249 138202 5841631 5979833 35677082 29780093 0 29780093 138202 5841631 5979833 35759926 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE COLLEGE HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENT WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS. PART XII, LINE 4B - OTHER ADJUSTMENTS: INSTITUTIONAL STUDENT AID 5,841,631. PART XIII, LINE 4B - OTHER ADJUSTMENTS: INSTITUTIONAL STUDENT AID 5,841,631. 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 NOTED IN GENERAL PUBLICATIONS AND ADVERTISEMENTS EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE SCHEDULE E, PART I, LINE 6 SCHEDULE E - LINE 6A: THE COLLEGE PARTICIPATES IN FEDERAL STUDENT FINANCIAL ASSISTANCE PROGRAMS. 1 STUDENT FINANCIAL AID 1812 0 7677818 FAIR MARKET VALUE REDUCTION OF TUITION COST CHARGED TO STUDENTS PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE COLLEGE MAINTAINS A LISTING OF FINANCIAL AID AWARDED TO EACH STUDENT. X X X X X 0 1 0 0 0 0 0 0 0 DR JULIA M MCNAMARA 359593 0 352400 0 807311 0 26950 0 22212 0 1568466 0 615000 0 JEANNE MANN 171993 0 0 0 0 0 19578 0 1080 0 192651 0 0 0 JOHN DONOHUE 201260 0 0 0 0 0 17719 0 9736 0 228715 0 0 0 RICHARD LOLATTE 140788 0 0 0 0 0 16276 0 9300 0 166364 0 0 0 PART I, LINE 4B PART I, LINE 4B: DR. JULIA M. MCNAMARA $807,311 THE ABOVE AMOUNT IS INCLUDED IN SCHEDULE J, PART II, COLUMN B (III) RICHARD LOLATTE SPOUSE OF DR. JULIA M.MCNAMARA, PRESIDENT 140788 EMPLOYMENT 0 FORM 990, PART VI, SECTION B, LINE 11 THE PRESIDENT, V.P. FOR FINANCE/TREASURER AND FINANCE COMMITTEE REVIEW AND APPROVE THE FORM 990, AND THEN GIVE IT TO THE FULL BOARD PRIOR TO THE FILING OF THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C THE PRESIDENT OF THE COLLEGE MONITORS THE RETURN OF THE CONFLICT OF INTEREST FORMS WHICH MUST BE SIGNED ANNUALLY BY ALL OFFICERS, TRUSTEES AND KEY EMPLOYEES. ANY DISCLOSED CONFLICT IS REPORTED TO THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES OVERSEES, REVIEWS AND APPROVES ALL COMPENSATION ON AN ANNUAL BASIS USING COMPARABILITY DATA AND CONTEMPORANEOUSLY DOCUMENTING THE DECISION MAKING PROCESS. FORM 990, PART VI, SECTION C, LINE 19 THE COLLEGE MAKES ITS CONFLICT OF INTEREST POLICY, ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 311,010.