2011-01-10T10:00:24-06:00 2010-06-30 PARENTEBEARD LLC 400 MARKET STREET WILLIAMSPORT PA 17701 990 2009-07-01 251114320 MOUNT ALOYSIUS COLLEGE MOUN 8148866411 7373 ADMIRAL PEARY HIGHWAY CRESSON PA 16630 DR THOMAS FOLEY 8148866411 2011-01-10 1 Frank Brennan 5703236023 2009 2016-02-24 21:20:13Z THOMAS P FOLEY 7373 ADMIRAL PEARY HIGHWAY CRESSON PA 16630 86985787 0 X www.mtaloy.edu X 1963 PA PROVIDE HIGHER EDUCATION PROGRAMS WHICH MEET THE INDIVIDUAL NEEDS OF STUDENTS. 23 22 682 9 0 0 2667847 2167756 25494903 27398872 1069686 1003290 219364 185736 29451800 30755654 4597110 5233186 0 11672656 11643624 0 406774 8350069 9157535 24619835 26034345 4831965 4721309 81809610 88105154 14253440 14361840 67556170 73743314 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 13155794 5233186 23346832 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. 3528273 63596 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. 3005285 3988444 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. 1196553 0 THE COLLEGE PROVIDES ADMINISTRATIVE SERVICES TO STAFF AND STUDENTS. 1196553 20885905 1 1 0 1 0 0 1 0 1 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 1 0 0 0 1 65 0 1 682 1 0 1 CJ 0 0 0 1 1 0 0 0 23 22 0 0 0 0 1 0 1 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X DONNA YODER 8148866364 7373 ADMIRAL PEARY HIGHWAY CRESSON PA 16630 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 PHILIP DEVORRIS 0.30 X 0 0 0 DR MARY ANN DILLON RSM 40.00 X X 0 0 0 DR MARGARET A DOUGHERT 0.30 X 0 0 0 SR SUSAN C EVELYN RSM 0.30 X 0 0 0 SR MARY ELLEN FUHRMAN 0.30 X 0 0 0 DR SUSAN C HUNT 0.30 X 0 0 0 JUDGE DAVID C KLEMENTIK 0.30 X 0 0 0 R ADELE KUPCHELLA 0.30 X 0 0 0 SR LISA MARY MCCARTNEY 0.30 X 0 0 0 MICHAEL MCLANAHAN 0.30 X 0 0 0 SR JEAN MESSAROS 0.30 X 0 0 0 WILLIAM C POLACEK 0.30 X 0 0 0 RICHARD D ROSE 0.30 X 0 0 0 DANIEL W RULLO ESQ 0.30 X 0 0 0 EDWARD J SHEEHAN JR 0.30 X 0 0 0 JOE SHEETZ 0.30 X 0 0 0 TIMOTHY P SISSLER 0.30 X 0 0 0 JUDGE D BROOKS SMITH 0.30 X 0 0 0 SR SARA SWEENEY 0.30 X 0 0 0 ANDREA M WARD ZUPON 0.30 X 0 0 0 DONNA K YODER CPA 40.00 X 98367 0 11439 RONALD CROMWELL 40.00 X 136744 0 15378 PAUL FARCUS 40.00 X 114907 0 12345 350018 0 39162 2 0 1 0 METZ & ASSOCIATES TWO WOODLANDS DRIVE DALLAS PA 18612 FOOD SERVICE MANAGEMENT 729596 ARAMARK FACILITY SERVICES 1101 MARKET STREET PHILADELPHIA PA 19107 OUTSOURCED MAINTENANCE SVCS 678781 LEONARD S FIORE INC 5506 SIXTH AVENUE ALTOONA PA 16602 CONSTRUCTION 442452 SISTERS OF MERCY PO BOX 399 DALLAS PA 18612 COMPENSATION - FACULTY & PRES 325253 L ROBERT KIMBALL 615 W HIGHLAND AVENUE EBENSBURG PA 15931 CAPITAL IMPROVEMENTS 215170 5 34070 1712910 420776 11839 2167756 STUDENT TUITION & FEES 611710 23346832 23346832 AUXILIARY ENTERPRISES 611710 4052040 4052040 27398872 991064 991064 113424 61595 51829 51829 51829 56160588 1800 56146891 3271 13697 -1471 12226 12226 10804 34070 18376 -7572 -7572 DEBT RECOVERY REV 611710 32762 32762 MISCELLANEOUS REV 611710 30951 30951 PARKING & OTHER FINES 611710 29456 29456 48310 34316 13994 141479 30755654 27433188 0 1154710 5233186 5233186 9233024 6971682 2078132 183210 478036 359132 107051 11853 1237280 932697 278020 26563 695284 525645 156685 12954 4594 4594 52100 52100 32585 32585 179164 128618 12963 37583 454466 350106 104360 1673210 1344442 224931 103837 283415 218334 65081 970354 761249 209105 201137 147997 44115 9025 414939 414939 1515410 1181605 333805 316068 243330 72532 206 OUTDOOR MAINTENANCE 738797 569145 169652 FOOD SERVICE 737265 558811 166571 11883 EQUIPMENT RENOVATIONS A 528881 406403 121141 1337 OTHER DEPARTMENTAL EXPE 444223 335803 100097 8323 BAD DEBTS 415383 415383 195544 169752 25792 26034345 20885905 4741666 406774 339080 265987 19879371 19992093 169467 76367 748876 699208 670389 699965 93344 130716 316457 283119 72193607 35722879 35964629 36470728 20654136 25895725 2608153 3225671 365708 365575 81809610 88105154 2093100 1804373 603726 615358 9900000 9600000 1656614 2342109 14253440 14361840 X 64650317 70451206 193230 207278 2712623 3084830 67556170 73743314 81809610 88105154 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 32585 32585 0 Part II-B, Line 1i: Explanation of Other Lobbying Activities: PAID CONSULTANTS TO MEET WITH LEGISLATIVE REPRESENTATIVES. 11839 258580 X X X 0 13182462 940985 1266324 -78306 -11071 15300394 15195952 644930 -2555664 -81406 -21350 13182462 0.80000 0.20000 0 0 1674575 1674575 53114799 25899528 27215271 6839304 5348837 1490467 10564929 4474514 6090415 36470728 OBLIGATIONS UNDER CAPITAL LEASES 293134 ANNUITIES PAYABLE 108340 ADVANCE FROM FEDERAL GOVERNMENT FOR STUDENT LOANS 792537 INTEREST RATE SWAPS PAYABLE 1148098 2342109 30755654 26034345 4721309 1818522 -352686 1465836 6187145 27627437 1818522 -5026708 -3208186 30835623 -79970 -79970 30755653 21440293 79970 79970 21360323 4674022 4674022 26034345 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. Part V, Line 4: Description of Intended Use of Endowment Funds: 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. Part XI, Line 8 - Other Adjustments: CHANGE IN VALUE OF INTEREST RATE SWAPS: -342542. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS: -10144. Part XII, Line 2d - Other Adjustments: CHANGE IN VALUE OF INTEREST RATE SWAPS: -342542. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS: -10144. SCHOLARSHIPS: -4674022. Part XII, Line 4b - Other Adjustments: RENTAL EXPENSES NETTED AGAINST RENTAL INCOME: -61595. SPECIAL EVENTS EXPENSES NETTED AGAINST SPECIAL EVENTS INCOME: -18375. Part XIII, Line 2d - Other Adjustments: RENTAL EXPENSES NETTED AGAINST RENTAL INCOME: 61595. SPECIAL EVENTS EXPENSES NETTED AGAINST SPECIAL EVENTS INCOME: 18375. Part XIII, Line 4b - Other Adjustments: SCHOLARSHIPS: 4674022. 1 1 1 MOUNT ALOYSIUS COLLEGE PUBLISHES ITS RACIALLY NONDISCRIMINATORY POLICY ON THE INSIDE BACK COVER OF ITS STUDENT CATALOG. 1 1 1 1 0 0 0 0 0 0 0 0 1 0 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 INSTITUTIONAL ASSISTANCE GRANT. 1 GOLF TOURNAMENT 44874 34070 10804 4168 5025 5025 1500 2658 44874 34070 10804 4168 5025 5025 1500 2658 18376 -7572 1 CASH SCHOLARSHIPS AND GRANTS FOR TUITION FEES 1237 4674022 0 FMV N/A SUPPLEMENTAL EMPLOYMENT OPPORTUNITY GRANT AWARDED TO STUDENTS FOR TUITION AND FEES 160 282487 0 FMV N/A COLLEGE WORK STUDY GRANT AWARDED TO STUDENTS FOR TUITION AND FEES 232 237959 0 FMV N/A OTHER GRANTS (SEWING SEEDS OF HOPE, MERCY MISSION, UW NEW CHOICES) FOR TUITION AND FEES 50 38718 0 FMV 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 1 1 X X 0 0 0 0 0 0 0 0 0 RONALD CROMWELL 136744 0 0 0 0 0 0 0 15378 0 152122 0 0 0 Part I, Line 1a Sister Mary Ann Dillon receives a housing allowance as part of her employment agreement. Sister Mary Ann Dillon does not receive compensation - the stipends for her are paid directly to the religious order (Sisters of Mercy). PENNSYLVANIA HIGHER EDUCATION FACILITIES AUTHORITY 232243852 70917NVR2 2003-06-12 5100000 CONSTRUCTION PROJECTS INCL RENOVATION OF STUDENT UNION AND DORMITORITY CONST 0 0 5100000 110527 4989473 2006 0 0 1 1 0 0 0 0 1 0.00000 0.00000 0.00000 1 0 1 1 PNC 17.900000000000 0 0 0 ANN BALAZS FORMER TRUSTEE 215170 ANN BALAZS IS A COMPANY OFFICER OF L. ROBERT KIMBALL & ASSOCIATES. L. ROBERT KIMBALL & ASSOCIATES PROVIDES ARCHITECTURAL AND ENGINEERING SERVICES TO THE COLLEGE ON AN ARM'S LENGTH BASIS. 0 KIM CRAIG CURRENT TRUSTEE 10517 KIM CRAIG IS THE PRESIDENT AND CEO OF FNB WEALTH MANAGEMENT. THE COLLEGE MAINTAINS A CD ACCOUNT WITH MULTIPLE CERTIFICATES OF DEPOSIT AT FNB WEALTH MANAGEMENT. FEES PAID TO FNB WEALTH MANAGEMENT TOTALED $10,517 FOR THE FISCAL YEAR. 0 X 11839 FAIR MARKET VALUE 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 IN ACCORDANCE WITH THE AUDIT COMMITTEE CHARTER, THE FORM 990 IS MADE AVAILABLE TO ALL MEMBERS OF THE BOARD OF TRUSTEES FOR REVIEW PRIOR TO THE FILING WITH THE IRS. THE 990 IS FIRST REVIEWED BY THE AUDIT COMMITTEE IN LATE NOVEMBER. AFTER THE AUDIT COMMITTEE REVIEW, THE 990 IS POSTED TO A SECURE COLLEGE WEBSITE FOR REVIEW BY THE FULL BOARD PRIOR TO THE IRS FILING. 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 withdrawal 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. FORM 990, PART VII: NO COMPENSATION WAS PAID DIRECTLY BY THE COLLEGE TO THE PRESIDENT. THE STIPENDS FOR SR. MARY ANN DILLON ARE PAID DIRECTLY TO THE RELIGIOUS ORDER (SISTERS OF MERCY). CONFERENCE FOR MERCY HIGHER EDUCATION 8630 FENTON STREET SUITE 934 SILVER SPRING MD 20910 431973007 SPONSORSHIP OVERSIGHT FOR HIGHER ED INSTITUTIONS FOUNDED BY SISTERS OF MERCY MD 501(C)(3) N/A 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0