2013-02-07T13:15:36-06:00 2012-06-30 232932984 PARENTEBEARD LLC 400 MARKET STREET WILLIAMSPORT PA 17701 990 2011-07-01 251114320 MOUNT ALOYSIUS COLLEGE MOUN 8148866411 7373 ADMIRAL PEARY HIGHWAY CRESSON PA 16630 THOMAS P FOLEY 8148866411 2013-01-29 1 JULIUS C GREEN CPA JD P00350393 5703236023 2011 2016-02-25 16:41:14Z THOMAS P FOLEY 7373 ADMIRAL PEARY HIGHWAY CRESSON PA 16630 69974057 0 X WWW.MTALOY.EDU X 1963 PA PROVIDE HIGHER EDUCATION PROGRAMS WHICH MEET THE INDIVIDUAL NEEDS OF STUDENTS. 22 21 779 20 0 0 3356493 2880925 30408531 31833056 1319720 660868 114621 148898 35199365 35523747 5754569 6223228 0 0 12729271 14435679 0 0 484343 10114503 9801845 28598343 30460752 6601022 5062995 98599347 114414433 13724344 25517627 84875003 88896806 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 16687151 6223228 27127827 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 FIVE 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. 4079315 52923 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 A 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. 3305272 4652306 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. 24071738 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 1 1 0 0 0 1 0 0 0 0 1 78 0 1 779 1 0 0 0 0 0 1 1 0 0 0 0 X 22 21 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 DEREK A WALKER 0.30 X 0 0 0 MARK BARNHART 0.30 X 0 0 0 ANN M BENZEL 0.30 X 0 0 0 KIM CRAIG 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 SR SUSAN C EVELYN RSM 0.30 X 0 0 0 SR MARY ELLEN FUHRMAN RSM 0.30 X 0 0 0 DR SUSAN C HUNT 0.30 X 0 0 0 R ADELE KUPCHELLA 0.30 X 0 0 0 DR LISA MARY MCCARTNEY RSM 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 TIMOTHY P SISSLER 0.30 X 0 0 0 SR SARA SWEENEY RSM 0.30 X 0 0 0 SCOTT T LAWHEAD 0.30 X 0 0 0 THOMAS FOLEY 60.00 X X 307218 0 40510 SUZANNE CAMPBELL 50.00 X 122622 0 14115 JOHN ANDERSON 40.00 X 117827 0 23932 FRANK CROUSE 40.00 X 100507 0 24960 TIMOTHY E FULOP 40.00 X 57734 0 11634 PAUL FARCUS 40.00 X 115358 0 12877 821266 0 128028 5 0 1 0 METZ & ASSOCIATES TWO WOODLANDS DRIVE DALLAS PA 18612 FOOD SERVICE MANAGEMENT 927765 RALPH J ALBARANO & SONS INC 1873 OLD ROUTE 22 DUNCANSVILLE PA 16635 CAPITAL IMPROVEMENT 696599 ARAMARK FACILITY SERVICES 24818 NETWORK PLACE CHICAGO IL 60673 MAINTENANCE SERVICES 436060 LR KIMBALL 615 W HIGHLAND AVE EBENSBURG PA 15931 ARCHITECT/ENGINEERING 388471 LEONARD S FIORE INC 5506 SIXTH AVENUE ALTOONA PA 16602 CAPITAL IMPROVEMENT 300867 6 37004 1553472 1290449 73110 2880925 STUDENT TUITION & FEES 611710 27127827 27127827 AUXILIARY ENTERPRISES 611710 4705229 4705229 31833056 1167935 1167935 33922347 34429414 -507067 -507067 -507067 14009 37004 20896 -6887 -6887 DEBT RECOVERY REV 611710 37355 37355 PARKING & OTHER FEES 611710 28356 28356 SUMMER CAMPS 611710 26070 26070 64004 6929 57075 155785 35523747 31866055 0 776767 6198878 6198878 24350 24350 473128 473128 10954599 8291476 2462168 200955 511611 390914 107667 13030 1628839 1248190 346999 33650 867502 636114 217148 14240 26550 26550 57857 57857 55843 55843 219810 219810 480925 274780 93801 112344 317832 231375 78983 7474 1624058 1301134 261025 61899 462427 344743 117684 853395 636213 217182 272633 186142 63543 22948 602820 449408 153412 1923669 1434112 489557 294454 219364 74884 206 FOOD SERVICE 1008709 869828 125786 13095 REPAIRS/SMALL EQUIP 390866 290968 99327 571 DEPARTMENTAL EXPENSES 385156 284207 97018 3931 BAD DEBTS 274600 274600 550241 429099 121142 30460752 24071738 5904671 484343 284582 4051 21665842 21275243 126828 727855 616747 976272 751191 703620 163614 203917 336614 250419 79997965 39212987 38210150 40784978 32192782 45310401 3894864 3696674 356133 481003 98599347 114414433 1872154 3434709 460414 454302 9300000 18857757 2091776 2770859 13724344 25517627 X 80602005 83946334 812060 1324586 3460938 3625886 84875003 88896806 98599347 114414433 X 5062995 -1041192 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 55843 55843 0 EXPLANATION OF LOBBYING ACTIVITIES: PART II-B, LINE 1: PAID CONSULTANTS, RIDGE POLICY GROUP, LLC, TO MEET WITH LEGISLATIVE REPRESENTATIVES. 5687 266685 X X X 0 19449336 728924 -65438 83636 16251 20012935 15300394 926276 3311847 81553 7628 19449336 13182462 940985 1266324 78306 11071 15300394 15195952 644930 -2555664 81406 21350 13182462 0.79000 0.18000 0.03000 0 0 1674575 1674575 56907678 27465833 29441845 7564925 6500811 1064114 13850787 5246343 8604444 40784978 ANNUITIES PAYABLE 128742 ADVANCE FROM FEDERAL GOVERNMENT FOR STUDENT LOANS 821026 INTEREST RATE SWAPS PAYABLE 1821091 2770859 35523747 30460752 5062995 -262064 -779128 -1041192 4021803 28791901 -262064 -6490678 -6752742 35544643 -20896 -20896 35523747 24770098 20896 20896 24749202 5711550 5711550 30460752 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: 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 2012 AND 2011. THE COLLEGE'S FEDERAL EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURNS FOR 2010, 2009, AND 2008 REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. PART XI, LINE 8 - OTHER ADJUSTMENTS: CHANGE IN VALUE OF INTEREST RATE SWAPS -760,497. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -18,631. TOTAL TO SCHEDULE D, PART XI, LINE 8: -779,128. PART XII, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF INTEREST RATE SWAPS -760,497. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -18,631. SCHOLARSHIPS -5,711,550. PART XII, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSES NETTED AGAINST SPECIAL EVENTS INCOME -20,896. PART XIII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSES NETTED AGAINST SPECIAL EVENTS INCOME 20,896. PART XIII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS 5,711,550. 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 1 CONFERENCE/PROFESSIONAL DEVELOPMENT N/A 1389 CHINA 0 3 PROFESSIONAL DEVELOPMENT/MINISTRY-SERVICE TRIPS N/A 16608 GUYANA 0 1 MINISTRY-SERVICE TRIPS N/A 11816 0 5 0 0 0 5 29813 0 29813 SCHOLARSHIP MIDDLE EAST AND NORTH AFRICA 1 12500 SCHOLARSHIP 0 N/A CASH SCHOLARSHIP EUROPE (INCLUDING ICELAND & GREENLAND) 1 11850 SCHOLARSHIP 0 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 51013 37004 14009 5035 817 6535 8509 51013 37004 14009 5035 817 6535 8509 20896 -6887 1 CASH SCHOLARSHIPS AND GRANTS FOR TUITION FEES 1351 5538392 CASH N/A SUPPLEMENTAL EMPLOYMENT OPPORTUNITY GRANT AWARDED TO STUDENTS FOR TUITION AND FEES 242 229750 CASH N/A COLLEGE WORK STUDY GRANT AWARDED TO STUDENTS FOR TUITION AND FEES 203 281928 CASH N/A OTHER GRANTS FOR TUITION AND FEES 119 148808 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 227011 0 25200 0 55007 0 22000 0 18510 0 347728 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. PENNSYLVANIA HIGHER EDUCATION FACILITIES AUTHORITY 232243852 70917NVR2 2003-06-12 5100000 CONSTRUCTION PROJECTS INCL RENOVATION OF STUDENT UNION AND DORMITORITY 0 0 0 PENNSYLVANIA HIGHER EDUCATION FACILITIES AUTHORITY 232243852 70917R2V6 2011-11-15 9956250 CONSTRUCTION OF NEW CONVOCATION CENTER 0 0 0 100000 5100000 110527 4989473 2006 0 0 1 1 9956250 133661 959410 8863179 0 0 0 1 0 0 1 1 0 0.00000 0.00000 0.00000 1 0 0 0 0 0.00000 0.00000 0.00000 1 0 1 1 PNC 15.900000000000 0 0 0 0 0 0 1 0 0 0 0 SCHEDULE K, PART V, PROCEDURES TO UNDERTAKE CORRECTIVE ACTION: THE COLLEGE IS IN THE PROCESS OF ESTABLISHING WRITTEN PROCEDURES TO ENSURE THAT VIOLATIONS OF FEDERAL TAX REQUIREMENTS ARE TIMELY IDENTIFIED AND CORRECTED. THE WRITTEN PROCEDURES WILL BE IN PLACE DURING FISCAL YEAR ENDING 6/30/13. X 5687 COST X MEDICAL EQUIPMENT 1 20000 COST X ATHLETIC FIELD UPGRADE 1 20000 COST X BLACK RAILING 1 17423 COST X BRONZE HORSE STATUE 1 10000 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 A REVIEW OF THE COMPLETE FORM 990 TOOK PLACE BY THE AUDIT COMMITTEE. 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 POLICIES ARE AVAILABLE UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -262,064. CHANGE IN VALUE OF INTEREST RATE SWAPS -760,497. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -18,631. TOTAL TO FORM 990, PART XI, LINE 5: -1,041,192. 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 1 0 0 0 0 0 0 0