2012-04-11T05:50:21-05:00 2011-05-31 DELOITTE TAX LLP 2500 ONE PPG PLACE PITTSBURGH PA 152225401 990 2010-06-01 251120678 ROBERT MORRIS UNIVERSITY ROBE 4123975277 6001 UNIVERSITY BLVD REVERE CENTER MOON TOWNSHIP PA 15108 GREGORY G DELL'OMO 4123975277 2012-04-17 1 4123387200 2010 2016-02-24 21:20:13Z GREGORY G DELL'OMO 6001 UNIVERSITY BLVD REVERE CENTER MOON TOWNSHIP PA 15108 151533719 0 X WWW.RMU.EDU X 1921 PA EDUCATIONAL INSTITUTION 36 36 1652 36 5190723 0 4408256 11516610 105378392 118477408 2727801 2282177 90050 87266 112604499 132363461 19072124 23024818 0 0 50473533 54810702 0 0 2075412 40265611 46376997 109811268 124212517 2793231 8150944 161902879 192878875 87945851 107750838 73957028 85128037 X AS A PRIVATE,COMPREHENSIVE INSTITUTION COMMITTED TO ACTIVE LEARNING & STUDENT SUCCESS,ROBERT MORRIS UNIVERSITY IS RECOGNIZED FOR INTEGRATING LIBERAL ARTS WITH A PROFESSIONALLY FOCUSED,APPLIED EDUCATION THAT PREPARES STUDENTS FOR LEADERSHIP IN A RAPIDLY CHANGING WORLD. 0 0 31229926 79623493 INSTRUCTION EXPENSES; DIRECT COSTS OF ALL ACTIVITIES THAT ARE PART OF THE UNIVERSITY'S INSTRUCTION PROGRAMS FROM ACADEMIC DEPARTMENTS. 23024818 23024818 23024818 SCHOLARSHIPS AND FELLOWSHIPS 15059158 21197016 STUDENT SERVICES: INCLUDES EXPENSES FOR THE OFFICES OF FINANCIAL AID ADMIN., ENROLLMENT MANAGEMENT, REGISTRAR, ATHLETICS AND THOSE ACTIVITIES WHOSE PRIMARY PURPOSE IS TO CONTRIBUTE TO THE STUDENT'S EMOTIONAL AND PHYSICIAL WELL BEING. 49630440 957968 AUXILIARY ENTERPRISES: RESIDENCE HALLS, DINING HALLS, RECREATIONAL ACADEMIC SUPPORT: THESE ARE NOT DIRECT COSTS OF INSTRUCTION BUT COSTS THAT SUPPORT THE SCHOOLS BUT IN AND OF THEMSELVES GENERATE NO REVENUE. COSTS INCLUDE ACADEMIC SUPPORT COSTS SUCH AS THE DEANS OF THE SCHOOLS, IT, THE LIBRARY AND A LARGE PERCENTAGE OF INSTITUTIONAL SUPPORT (INSTITUTIONAL ADVANCEMENT, PUBLIC RELATIONS, HR, OFFICE OF PROVOST, FINANCIAL ADMINISTRATION, PUBLIC SAFETY, OFFICE OF PRESIDENT, GENERAL UNIVERSITY ADMIN #3250) AND AUXILIARY (FOOD SERVICE, GROUNDS AND BUILDING COSTS, CONFERENCE CENTERS, ISC OPERATIONS). PUBLIC SERVICES: INCLUDES EXPENSES FOR ACTIVITIES THAT ARE ESTABLISHED PRIMARILY TO PROVIDE NON-INSTRUCTIONAL SERVICES BENEFICIAL TO INDIVIDUAL AND GROUPS EXTERNAL TO THE UNIVERSITY (CONFERENCES, INSTITUTES AND HIGH SCHOOL PROGRAMS) 49630440 957968 118944342 1 1 0 1 0 0 0 0 1 1 0 0 1 1 1 1 0 1 0 1 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 1 0 1 1 0 0 0 0 0 1 1 0 0 0 1 304 0 1652 1 1 1 0 0 0 0 1 1 0 0 0 0 X 36 36 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X X JEFFREY A LISTWAK 4123975277 6001 UNIVERSITY BLVD MOON TOWNSHIP PA 15108 GARY R CLAUS 5.00 X 0 0 0 DAVID J MALONE 2.00 X 0 0 0 RICHARD J HARSHMAN 2.00 X 0 0 0 MICHAEL BARBARITA 2.00 X 0 0 0 JEFFREY S BROADHURST 2.00 X 0 0 0 RENEE CAVALOVITCH 2.00 X 0 0 0 CARRIE COGHILL 2.00 X 0 0 0 KEVIN COLBERT 2.00 X 0 0 0 CHARLES L COST 2.00 X 0 0 0 MARGARET DICUCCIO 2.00 X 0 0 0 WELLING W FRUEHAUF 2.00 X 0 0 0 PATRICK A GALLAGHER 2.00 X 0 0 0 VICTOR GREGOVITS 2.00 X 0 0 0 CHARLES I HOMAN 2.00 X 0 0 0 THOMAS A HUNLEY 2.00 X 0 0 0 OLA JACKSON 2.00 X 0 0 0 STEPHEN W KLEMASH 2.00 X 0 0 0 DAVID LANCIA 2.00 X 0 0 0 MARGARET LARKINS-PETTIGREW 2.00 X 0 0 0 VINCENT W LOCHER 2.00 X 0 0 0 TERRI L MARTS 2.00 X 0 0 0 BARBARA A MCNEES 2.00 X 0 0 0 NORMAN MITRY 2.00 X 0 0 0 FRANK A MOLINERO 2.00 X 0 0 0 GERD D MUELLER 2.00 X 0 0 0 JOSEPH W NOCITO 2.00 X 0 0 0 MORGAN O'BRIEN 2.00 X 0 0 0 KOLIA O'CONNOR 2.00 X 0 0 0 ROBERT W ROGERS 2.00 X 0 0 0 PATRICIA R ROONEY 2.00 X 0 0 0 JAMES A RUDOLPH 2.00 X 0 0 0 ROBIN SANDERS 2.00 X 0 0 0 WILLY SCHERF 2.00 X 0 0 0 GARY SOKULSKI 2.00 X 0 0 0 GREGORY SPENCER 2.00 X 0 0 0 THOMAS W STERLING 2.00 X 0 0 0 STEPHEN A VAN OSS 2.00 X 0 0 0 JOHN WALDRON 2.00 X 0 0 0 THOMAS K WHITFORD 2.00 X 0 0 0 WILLIAM COPELAND 2.00 X 0 0 0 ELIZABETH DICKEY 2.00 X 0 0 0 CAESAR GAROFOLI 2.00 X 0 0 0 NICK PRATER 2.00 X 0 0 0 THERESA SCHEETZ 2.00 X 0 0 0 JOHN VIEHMAN 2.00 X 0 0 0 GREGORY G DELL'OMO 50.00 X 464965 0 4016 DAN W KIENER 50.00 X 304912 0 6663 SIDNEY ZONN 50.00 X 256909 0 6912 DAVID L JAMISON 50.00 X 255946 0 3466 JAY T CARSON 50.00 X 221092 0 7113 LYNDA J DAVIDSON 50.00 X 201605 0 841 PETER K FAIX 50.00 X 195811 0 2358 JEFFREY A LISTWAK 50.00 X 195573 0 7052 ELLEN G WIECKOWSKI 50.00 X 191178 0 3501 DERYA A JACOBS 50.00 X 188266 0 8053 MICHAEL J FRANTZ 50.00 X 188121 0 4268 JOHN E GRAHAM 50.00 X 180543 0 6809 PERRY F ROOFNER 50.00 X 165642 0 4148 DARCY B TANNEHILL 50.00 X 155169 0 1032 JOHN MICHALENKO 50.00 X 151433 0 5932 SAL M BUSCAGLIA 40.00 X 183650 0 0 MICHAEL T RICE 40.00 X 182395 0 866 PEGGY M OUTON 40.00 X 162419 0 2924 YUDIRIM OMURTAG 40.00 X 160165 0 3237 CARL A ROSS 40.00 X 152214 0 0 4158008 0 79191 21 0 1 0 PREMIER TECHNOLOGY SYSTEMS FOUR COINS DRIVE CANONSBURG PA 15317 VOICE & DATA CABLING 248558 DELOITTE & TOUCHE LLP 2500 ONE PPG PLACE PITTSBURGH PA 15222 ACCOUNTING & AUDITING 195931 DQE COMMUNICATIONS LLC 411 7TH AVENUE PITTSBURGH PA 15219 INTERNET FIBER CONNECTION LEASE 115200 BIG SAVE HOCKEY LLC 4122 VALLEYVUE DRIVE STE 100 GIBSONIA PA 15044 ATHLETIC REFEREES 108120 4 2224292 9292318 11516610 TUITION AND FEES 611710 94257110 94257110 AUXILIARY ENTERPRISES 611710 15006972 15006972 ISLAND SPORTS CENTER 713940 5478421 905870 4572551 OTHER REVENUES 611710 2280523 2280523 CONFERENCE CENTER RENT 611710 458505 458505 995877 836210 159667 118477408 590736 590736 17462595 3336854 17123425 1984583 339170 1352271 1691441 1691441 149516 62250 87266 87266 132363461 113286685 5190723 2369443 23024818 23024818 3729028 2289858 1135554 303616 38150165 37013765 527050 609350 2850339 2720933 73539 55867 7176054 6850261 185142 140651 2905116 2773224 74952 56940 37925 36204 978 743 195931 187036 5055 3840 62831 62831 19348895 18530433 437992 380470 336173 320911 8673 6589 1373661 1311297 35440 26924 2952389 2818350 76172 57867 3267837 3119477 84310 64050 3876341 3700355 100010 75976 3434308 3278391 88605 67312 8467102 8082696 218451 165955 702214 670334 18117 13763 OTHER COSTS 1291412 1232782 33318 25312 DUES AND SUBSCRIPTIONS 422504 403322 10901 8281 RECRUITMENT 394617 376702 10181 7734 PROFESSIONAL DEVELOP. 212857 203193 5492 4172 124212517 118944342 3192763 2075412 65715 238549 16696396 19122044 2575047 3063978 616569 822383 1417099 1132621 118824 171229 1914847 2488554 197988018 71168793 113859398 126819225 19460459 26421920 5178525 12598372 161902879 192878875 14740237 20660226 6033328 6112391 46480853 61001450 18964658 18297115 1726775 1679656 87945851 107750838 X 61019253 66968568 7475148 9267600 5462627 8891869 73957028 85128037 161902879 192878875 X 8150944 3020065 X 0 1 1 X 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 62831 62831 124149686 124212517 1000000 250000 0 0 1000000 1000000 1000000 3000000 4500000 58163 73005 62831 193999 250000 250000 250000 750000 1125000 19491552 4153189 3932311 880238 26696814 17253506 831255 2580924 1174133 19491552 21445763 1345584 -4634074 903767 17253506 0.48000 0.33000 0.19000 0 0 2869400 2869400 112859951 36787497 76072454 43842686 25691970 18150716 38415981 8689326 29726655 126819225 RECEIVABLES FROM VENDORS, CLIENTS AND AGENCIES 1012101 ASSETS HELD BY TRUSTEES UNDER DEBT COVENANTS 11586271 12598372 FEDERAL GOVT ADVANCES FOR STUDENT LOANS 1146151 FUNDS HELD IN CUSTODY FOR OTHERS 533505 1679656 132363461 124212517 8150944 3107331 -87266 3020065 11171009 112358708 3107331 3107331 109251377 23112084 23112084 132363461 101187699 0 101187699 23024818 23024818 124212517 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE PRIMARY INTENDED USE OF THE ENDOWMENT IS TO FUND SCHOLARSHIPS FOR STUDENTS AND TO SUPPLEMENT SOME OPERATIONS. THE ANNUAL SPENDING IS ALLOCATED APPROXIMATELY 90% TOWARDS SCHOLARSHIPS AND 10% TOWARDS OPERATIONS. IN ADDITION, WE INVEST WITH THE OBJECTIVE OF PRESERVING THE REAL VALUE, OR PURCHASING POWER, OF THE ENDOWMENT AGAINST THE IMPACT OF INFLATION. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: FIN 48 (ASC 740) FOOTNOTE: THE UNIVERSITY ADOPTED GUIDANCE FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH PROVIDES CRITERIA FOR THE RECOGNITION AND MEASUREMENT OF CERTAIN TAX POSITIONS. THIS GUIDANCE REQUIRES THAT AN UNCERTAIN TAX POSITION SHOULD BE RECOGNIZED ONLY IF IT IS "MORE LIKELY THAN NOT" THAT THE POSITION IS SUSTAINABLE BASED ON ITS TECHNICAL MERITS. RECOGNIZABLE TAX POSITIONS SHOULD THEN BE MEASURED TO DETERMINE THE AMOUNT OF BENEFIT RECOGNIZED IN THE FINANCIAL STATEMENTS. THE UNIVERSITY FILES U.S. FEDERAL, STATE, AND LOCAL INFORMATION RETURNS, AND NO RETURNS ARE CURRENTLY UNDER EXAMINATION. THE STATUTE OF LIMITATIONS ON THE UNIVERSITY'S U.S. FEDERAL TAX RETURNS REMAINS OPEN FOR THE YEARS ENDED MAY 31, 2008 THROUGH THE PRESENT. THE UNIVERSITY CONTINUES TO EVALUATE ITS TAX POSITIONS PURSUANT TO THE PRINCIPLES OF SUCH GUIDANCE AND HAS DETERMINED THAT THERE IS NO MATERIAL IMPACT ON THE UNIVERSITY'S FINANCIAL STATEMENTS. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN REFLECTED IN THE UNIVERSITY'S FINANCIAL STATEMENTS. PART XI, LINE 8 - OTHER ADJUSTMENTS: ESTIMATED PROFIT FROM FUNDRAISING EVENT -87,266. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIP ALLOWANCES 23,024,818. NET PROFIT FROM FUNDRAISING EVENTS 87,266. PART XIII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIP ALLOWANCES 23,024,818. 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 A STATEMENT CONCERNING THE UNIVERSITY'S NON-DISCRIMINATORY POLICY IS INCLUDED IN ALL ADVERTISING. EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE SCHEDULE E, PART I, LINE 6 THE UNIVERSITY ANNUALLY RECEIVES INSTITUTIONAL ASSISTANCE GRANT (IAG) FUNDS FROM THE COMMONWEALTH OF PENNSYLVANIA. THIS IS A STANDARD FUNDING STREAM FOR PRIVATE UNIVERSITY PHEAA RECIPIENTS. 1 EUROPE 0 0 PROGRAM SERVICES STUDY ABROAD PROGRAMS, 76 STUDENT PARTICIPANTS 285736 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES STUDY ABROAD PROGRAMS, 4 STUDENT PARTICIPANTS 22506 MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES STUDY ABROAD PROGRAMS, 1 STUDENT PARTICIPANTS 4451 0 0 0 0 0 0 312693 0 312693 0 0 0 0 0 0 PROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.: SCHEDULE F, PART I, LINE 2: THE UNIVERSITY DOES NOT ISSUE GRANTS OUTSIDE THE US, BUT IT DOES INCUR EXPENSES FOR STUDENTS STUDYING ABROAD. STUDENTS PAY THEIR REGULAR RMU TUITION, AND THE UNIVERSITY IN TURN PAYS THEIR TUITION TO THE FOREIGN INSTITUTION THAT THEY WILL BE ATTENDING. THOSE EXPENSES ARE TRACKED IN THE STUDY ABROAD OFFICE AND IN THE GENERAL LEDGER. WALTON GOLF TOURN. 96386 96386 2265 10000 17304 6741 ALUMNI GOLF OUTING 41750 41750 11880 5574 3627 1 11380 11380 2500 2359 149516 149516 2265 24380 25237 10368 62250 87266 1 NEED 332 FIFTH AVENUE PITTSBURGH PA 152222411 256070821 501(C)(3) 43200 FINANCIAL AID TO MINORITY STUDENTS 1 INTERNAL SCHOLARSHIPS AND GRANTS 3311 24625865 EXTERNAL SCHOLARSHIPS AND GRANTS 275 581508 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: GRANTS (FEDERAL/STATE) PASSED THROUGH TO STUDENTS ARE MONITORED USING OUR INTERNAL APPLICATION (POWERFAIDS), THE STATE(PHEAA) AND FEDERAL (COD- COMMON ORIGINATION AND DISBURSEMENT) ELECTRONIC SYSTEMS. A VALIDATION OF RECORDS AMONG ALL THREE SYSTEMS IS CONDUCTED PERIODICALLY THROUGHOUT THE ACADEMIC YEAR AND FOR SEMESTER END RECONCILIATIONS. THOSE SYSTEMS VERIFY THE CRITERIA FOR THE GRANTS HAVE BEEN MET AND THE DOLLAR AMOUNTS RECEIVED HAVE BEEN DISTRIBUTED APPROPRIATELY. X X X 1 1 X X X X 0 0 0 0 0 0 0 1 0 GREGORY G DELL'OMO 294130 0 82500 0 88335 0 0 0 4016 0 468981 0 0 0 DAN W KIENER 241622 0 62083 0 1207 0 0 0 6663 0 311575 0 0 0 SIDNEY ZONN 220754 0 33949 0 2206 0 0 0 6912 0 263821 0 0 0 DAVID L JAMISON 202742 0 50638 0 2566 0 0 0 3466 0 259412 0 0 0 JAY T CARSON 187839 0 29071 0 4182 0 0 0 7113 0 228205 0 0 0 LYNDA J DAVIDSON 200640 0 0 0 965 0 0 0 841 0 202446 0 0 0 PETER K FAIX 169495 0 25627 0 689 0 0 0 2358 0 198169 0 0 0 JEFFREY A LISTWAK 168846 0 26230 0 497 0 0 0 7052 0 202625 0 0 0 ELLEN G WIECKOWSKI 155779 0 33752 0 1647 0 0 0 3501 0 194679 0 0 0 DERYA A JACOBS 187823 0 0 0 443 0 0 0 8053 0 196319 0 0 0 MICHAEL J FRANTZ 161513 0 24721 0 1887 0 0 0 4268 0 192389 0 0 0 JOHN E GRAHAM 178296 0 0 0 2247 0 0 0 6809 0 187352 0 0 0 PERRY F ROOFNER 133390 0 30753 0 1499 0 0 0 4148 0 169790 0 0 0 DARCY B TANNEHILL 128301 0 24000 0 2868 0 0 0 1032 0 156201 0 0 0 JOHN MICHALENKO 136606 0 14500 0 327 0 0 0 5932 0 157365 0 0 0 SAL M BUSCAGLIA 122558 0 56678 0 4414 0 0 0 0 0 183650 0 0 0 MICHAEL T RICE 75716 0 105985 0 694 0 0 0 866 0 183261 0 0 0 PEGGY M OUTON 150511 0 10000 0 1908 0 0 0 2924 0 165343 0 0 0 YUDIRIM OMURTAG 144102 0 0 0 16063 0 0 0 3237 0 163402 0 0 0 CARL A ROSS 125815 0 0 0 26399 0 0 0 0 0 152214 0 0 0 PART I, LINE 1A THE UNIVERSITY PRESIDENT RECEIVES A HOUSING ALLOWANCE IN PLACE OF HAVING A RESIDENCE ON CAMPUS WHICH IS THE STANDARD FOR MANY COLLEGES AND UNIVERSITIES. THE UNIVERSITY PRESIDENT AND VP OF FUNDRAISING ARE ALSO REIMBURSED FOR SOCIAL CLUB DUES USED FOR ENTERTAINMENT OF BUSINESS PARTNERS, DONORS, AND POTENTIAL DONORS. THERE ARE ALSO OCCASIONAL BOARD RETREATS WHERE SPOUSES OF TRUSTEES AND EXECUTIVE MANAGEMENT ARE INVITED TO PARTICIPATE IN SELECT BUSINESS/SOCIAL FUNCTIONS. PART I, LINE 7 PART I, LINE 7: CERTAIN EMPLOYEES HAVE VARIABLE COMPENSATION ARRANGEMENTS WHICH ARE DEPENDENT ON PERFORMANCE EVALUATIONS. 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01728RGP8 2010-06-17 8365000 CAMPUS BUILDING CONSTRUCTION 0 0 0 MOON INDUSTRIAL DEVELOPMENT AUTH 251398575 2003-08-29 9100000 CAMPUS BUILDING & GROUNDS CONSTRUCTION 0 0 0 MOON INDUSTRIAL DEVELOPMENT AUTH 251398575 2004-01-09 3100000 CAMPUS BUILDING & GROUNDS CONSTRUCTION 0 0 0 MCCANDLESS INDUSTRIAL DEV AUTH 251349346 2005-04-22 10000000 CAMPUS BUILDING CONSTRUCTION 0 0 0 8365000 576891 70976 7717133 2011 0 0 0 1 9100000 177596 8922404 2004 0 0 1 1 3100000 60500 3039500 2004 0 0 1 1 10000000 107900 9892100 2006 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 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 OFFICERS DEPENDENTS 32076 TUITION - $32,076 JEFFREY BROADHURST TRUSTEE 6320103 FOOD SERV.TRUSTEE IS PART OWNER OF A BUSINESS PROVIDING DINING SERVICES TO THE UNIVERSITY 0 SCOTT BRANVOLD FAMILY OF KEY EE 87004 EMPLOYMENT 0 ANDREA FRANTZ FAMILY OF KEY EE 75412 EMPLOYMENT 0 ADAM SULLIVAN FAMILY OF KEY EE 41688 EMPLOYMENT 0 JULIANNE MICHALENKO FAMILY OF KEY EE 31398 EMPLOYMENT 0 ELLEN ZONN FAMILY OF OFFICER 10700 EMPLOYMENT 0 FORM 990, PART VI, SECTION B, LINE 11 THE FORM IS COMPLETED BY THE ACCOUNTING STAFF/CHIEF ACCOUNTING OFFICER AND CONTROLLER'S GROUP AND IS REVIEWED IN DETAIL BY BOTH THE CHIEF ACCOUNTING OFFICER AND CONTROLLER AND THE VP OF FINANCE. ANOTHER INTERNAL REVIEW IS CONDUCTED BY THE GENERAL COUNSEL, SENIOR VP AND THE PRESIDENT OF THE UNIVERSITY. THE RETURN IS THEN REVIEWED AND APPROVED BY THE AUDIT AND RISK COMMITTEE WITH A COPY PROVIDED TO THE FULL BOARD OF TRUSTEES PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C TRUSTEES- THE POLICY IS DISCUSSED ANNUALLY AT A BOARD OF TRUSTEE MEETING AND THE POLICY AND DISCLOSURE STATEMENTS ARE MAILED TO EACH TRUSTEE SHORTLY AFTER THE REVIEW. ANY TRUSTEES NOT RETURNING THEIR DISCLOSURES ARE CONTACTED A SECOND TIME WITH A REQUEST TO COMPLETE THE DISCLOSURE. RESPONSES ARE SENT TO THE UNIVERSITY'S GENERAL COUNSEL AND EVALUATED FOR POTENTIAL CONFLICTS OF INTEREST. CONFLICTS ARE HANDLED IN ACCORDANCE WITH OUR CONFLICT OF INTEREST POLICY FOR TRUSTEES, AND THE TRUSTEE SHALL REMOVE THEMSELVES FROM ANY DISCUSSIONS OR VOTING PERTAINING TO THEIR CONFLICT. EMPLOYEES- OFFICERS AND KEY EMPLOYEES ARE IDENTIFIED ANNUALLY SHORTLY AFTER EACH CALENDAR YEAR END WHEN W-2 WAGE AMOUNTS ARE CALCULATED AND KEY EMPLOYEES CAN BE IDENTIFIED. EACH OFFICER AND KEY EMPLOYEE IS CONTACTED INDIVIDUALLY REFERENCING THE OFFICER AND KEY EMPLOYEE CONFLICT OF INTEREST PORTION OF THE POLICY OF ETHICAL PRACTICES. A COPY OF THE OFFICER AND KEY EMPLOYEE CONFLICT OF INTEREST FORM IS SENT TO THAT GROUP WITH A REQUEST TO COMPLETE AND SEND RESPONSES TO THE CHIEF ACCOUNTING OFFICER AND CONTROLLER. SHE AND THE DIRECTOR OF INTERNAL AUDIT REVIEW AND EVALUATE THE RESPONSES. EXCEPTIONS ARE DISCLOSED TO THE EXECUTIVE COMMITTEE OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 ALL SALARY INCREASES AND COMPENSATION PAYMENTS MUST HAVE TWO LEVELS OF APPROVAL. IF TWO LEVELS OF APPROVAL ARE NOT AVAILABLE INTERNALLY, THE COMPENSATION COMMITTEE MEETS ANNUALLY (OR MORE FREQUENTLY IF NEEDED FOR NEW EMPLOYEES OR OUT OF CYCLE AMENDMENTS TO EXISTING ARRANGEMENTS) TO APPROVE IN ADVANCE ANY PAYMENTS. THE COMMITTEE WILL ONLY HAVE MEMBERS WITHOUT A CONFLICT OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENTS BEING DISCUSSED. THE COMMITTEE CONSIDERS DUTIES AND EXTERNAL BENCHMARK DATA TO CONSIDER WAGES AND BENEFITS, INCLUDING NON-STANDARD FRINGES, AND WILL CONTEMPORANEOUSLY DOCUMENT IN WRITING HOW ITS DECISIONS WERE REACHED (INCLUDING DATE, TERMS, DATA USED, MEMBERS OF COMMITTEE PRESENT AND VOTING, AND THE RECUSAL OF ANY MEMBERS DUE TO A CONFLICT AND NATURE OF THE CONFLICT). FORM 990, PART VI, SECTION C, LINE 19 OUR FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AND WE PLACE OUR 990 IS ON GUIDESTAR SO IT IS AVAILABLE TO THE PUBLIC ON ANOTHER'S WEBSITE. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 3,107,331. ESTIMATED PROFIT FROM FUNDRAISING EVENT -87,266. TOTAL TO FORM 990, PART XI, LINE 5: 3,020,065. RMC COLONIAL CORPORATION 6001 UNIVERSITY BOULEVARD MOON TOWNSHIP PA 15108 251499278 INACTIVE PA 501(C)(3) 509(A)(2) ROBERT MORRIS UNIVERSITY 0 ROBERT MORRIS COLLEGE PITTSBURGH FOLK FESTIVAL INC 6001 UNIVERSITY BOULEVARD MOON TOWNSHIP PA 15108 251645377 INACTIVE PA 501(C)(3) 509(A)(2) ROBERT MORRIS UNIVERSITY 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0