2011-12-21T09:54:53-06:00 2011-06-30 PARENTEBEARD LLC 400 MARKET STREET WILLIAMSPORT PA 17701 990 2010-07-01 251114320 MOUNT ALOYSIUS COLLEGE MOUN 8148866411 7373 ADMIRAL PEARY HIGHWAY CRESSON PA 16630 THOMAS P FOLEY 8148866411 2011-12-20 1 JULIUS C GREEN ESQ CPA 5703236023 2010 2016-02-24 21:20:13Z THOMAS P FOLEY 7373 ADMIRAL PEARY HIGHWAY CRESSON PA 16630 50296022 0 X WWW.MTALOY.EDU X 1963 PA PROVIDE HIGHER EDUCATION PROGRAMS WHICH MEET THE INDIVIDUAL NEEDS OF STUDENTS. 23 22 700 12 0 0 2167756 3356493 27398872 30408531 1003290 1319720 185736 114621 30755654 35199365 5233186 5754569 0 0 11643624 12729271 0 0 476633 9157535 10114503 26034345 28598343 4721309 6601022 88105154 98599347 14361840 13724344 73743314 84875003 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 16050092 5754569 25803807 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. 3875570 53994 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. 3226931 4550730 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. 23152593 1 1 0 1 0 0 0 1 0 1 1 0 0 0 1 1 1 0 1 0 1 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 1 72 0 1 700 1 0 1 CJ 0 0 0 1 1 0 0 0 0 X 23 22 0 0 0 0 1 0 1 1 1 0 0 0 1 1 1 0 0 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 JUDGE D BROOKS SMITH 0.30 X 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 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 JUDGE DAVID C KLEMENTIK 0.30 X 0 0 0 R ADELE KUPCHELLA 0.30 X 0 0 0 SR LISA MARY MCCARTNEY PHD 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 40.00 X X 99814 0 14302 DONNA K YODER CPA 40.00 X 96122 0 11915 RONALD CROMWELL 40.00 X 125009 0 13937 PAUL FARCUS 40.00 X 112315 0 12545 433260 0 52699 2 0 0 0 RALPH J ALBARANO & SONS INC 1873 OLD ROUTE 22 DUNCANSVILLE PA 16635 CAPITAL IMPROVEMENTS 2033681 METZ & ASSOCIATES TWO WOODLANDS DRIVE DALLAS PA 18612 FOOD SERVICE MANAGEMENT 886740 ARAMARK FACILITY SERVICES 1101 MARKET STREET PHILADELPHIA PA 19107 OUTSOURCED MAINTENANCE SVCS 645337 SISTERS OF MERCY PO BOX 399 DALLAS PA 18612 COMPENSATION - STAFF 130944 LEONARD S FIORE INC 5506 SIXTH AVENUE ALTOONA PA 16602 CONSTRUCTION 129539 6 35590 2268865 1052038 399276 3356493 STUDENT TUITION & FEES 611710 25803807 25803807 AUXILIARY ENTERPRISES 611710 4604724 4604724 30408531 1172420 1172420 15911 6639 9272 9272 9272 15218689 15071389 147300 147300 147300 10494 35590 18629 -8135 -8135 PARKING & OTHER FINES 611710 26804 26804 SUMMER CAMPS 611710 22912 22912 DEBT RECOVERY REV 611710 19359 19359 44409 6715 37694 113484 35199365 30438158 0 1404714 5754569 5754569 10022477 7612806 2206587 203084 494979 373436 108241 13302 1408483 1065323 308786 34374 803332 611538 177256 14538 19309 19309 57700 57700 6656 6656 392959 233743 65020 94196 498267 384379 111413 2475 1902934 1414485 422938 65511 493459 382570 110889 1088871 845630 243241 216463 157269 45585 13609 413626 320677 92949 1655157 1284797 370360 274528 212677 61645 206 FOOD SERVICE 932537 707907 205188 19442 MAINTENANCE & HOUSEKEEP 778697 603710 174987 REPAIRS/SMALL EQUIP 455356 352765 102249 342 BAD DEBTS 419120 419120 DEPARTMENTAL EXPENSES 259651 189244 54853 15554 249213 219292 29921 28598343 23152593 4969117 476633 265987 284582 19992093 21665842 76367 126828 699208 616747 699965 751191 130716 163614 283119 336614 75536049 37325899 36470728 38210150 25895725 32192782 3225671 3894864 365575 356133 88105154 98599347 1804373 1872154 615358 460414 9600000 9300000 2342109 2091776 14361840 13724344 X 70451206 80602005 207278 812060 3084830 3460938 73743314 84875003 88105154 98599347 X 6601022 4530667 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 6656 6656 0 EXPLANATION OF OTHER LOBBYING ACTIVITIES: PART II-B, LINE 1I: PAID CONSULTANTS TO MEET WITH LEGISLATIVE REPRESENTATIVES. 2419 260998 X X X 0 15300394 926276 3311847 -81553 -7628 19449336 13182462 940985 1266324 -78306 -11071 15300394 15195952 644930 -2555664 -81406 -21350 13182462 0.80000 0.20000 0 0 1674575 1674575 56392155 26614924 29777231 7330608 5906007 1424601 10138711 4804968 5333743 38210150 OBLIGATIONS UNDER CAPITAL LEASES 147724 ANNUITIES PAYABLE 110122 ADVANCE FROM FEDERAL GOVERNMENT FOR STUDENT LOANS 773336 INTEREST RATE SWAPS PAYABLE 1060594 2091776 35199365 28598343 6601022 4453145 77522 4530667 11131689 34479742 4453145 -5198036 -744891 35224633 -25268 -25268 35199365 23348053 25268 25268 23322785 5275558 5275558 28598343 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 2011. PART XI, LINE 8 - OTHER ADJUSTMENTS: CHANGE IN VALUE OF INTEREST RATE SWAPS 87,504. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -9,982. PART XII, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF INTEREST RATE SWAPS 87,504. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -9,982. SCHOLARSHIPS -5,275,558. PART XII, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES NETTED AGAINST RENTAL INCOME -6,639. SPECIAL EVENTS EXPENSES NETTED AGAINST SPECIAL EVENTS INCOME -18,629. PART XIII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES NETTED AGAINST RENTAL INCOME 6,639. SPECIAL EVENTS EXPENSES NETTED AGAINST SPECIAL EVENTS INCOME 18,629. PART XIII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS 5,275,558. 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. IRELAND 0 2 CONFERENCE/PROFESSIONAL DEVELOPMENT N/A 4488 SOUTH AMERICA 0 1 CONFERENCE/PROFESSIONAL DEVELOPMENT N/A 1300 CANADA 0 1 CONFERENCE/PROFESSIONAL DEVELOPMENT N/A 1000 GUYANA 0 7 MINISTRY-SERVICE TRIPS N/A 8094 JAMAICA 0 10 MINISTRY-SERVICE TRIPS N/A 1725 IRELAND 0 4 MINISTRY-SERVICE TRIPS N/A 1419 25 0 25 18026 0 18026 0 0 0 0 0 0 GOLF TOURNAMENT 46084 35590 10494 4841 5305 4872 1500 2111 46084 35590 10494 4841 5305 4872 1500 2111 18629 -8135 1 CASH SCHOLARSHIPS AND GRANTS FOR TUITION FEES 1330 5135580 FMV N/A SUPPLEMENTAL EMPLOYMENT OPPORTUNITY GRANT AWARDED TO STUDENTS FOR TUITION AND FEES 159 231823 FMV N/A COLLEGE WORK STUDY GRANT AWARDED TO STUDENTS FOR TUITION AND FEES 213 160500 FMV N/A OTHER GRANTS FOR TUITION AND FEES 50 226666 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. PENNSYLVANIA HIGHER EDUCATION FACILITIES AUTHORITY 232243852 70917NVR2 2003-06-12 5100000 CONSTRUCTION PROJECTS INCL RENOVATION OF STUDENT UNION AND DORMITORITY 0 0 0 5100000 110527 4989473 2006 0 0 1 1 0 0 1 0 1 0.00000 0.00000 0.00000 1 0 1 1 PNC 16.900000000000 0 0 0 0 0 X 2419 FAIR MARKET VALUE X COMPUTER EQUIP AND SUPPLIES 100 386857 FMV X ULTRASOUND MACHINE 1 10000 FMV 0 0 1 0 METHOD FOR DETERMINING NUMBER OF CONTRIBUTORS: PART I, COLUMN (B): COLUMN B REPRESENTS NUMBER OF ITEMS CONTRIBUTED. 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 THE INITIAL REVIEW OF THE FORM 990 TOOK PLACE BY THE AUDIT COMMITTEE. THE COMMITTEE REVIEWED THE FULL FORM IN DETAIL VIA CONFERENCE CALL WITH OUR THIRD-PARTY PREPARERS. FOLLOWING REVIEW BY THE AUDIT COMMITTEE, THE PUBLIC INSPECTION COPY OF FORM 990 WAS MADE AVAILABLE TO ALL MEMBERS OF THE BOARD OF TRUSTEES VIA EITHER E-MAIL OR HARD COPY DEPENDENT UPON PREFERENCE. 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 VI SECTION B, LINES 13 AND 14 THE COLLEGE HAS MAINTAINED WRITTEN WHISTLEBLOWER AND DOCUMENT RETENTION AND DESTRUCTION POLICIES FOR SEVERAL YEARS. THESE POLICIES HAVE NOT BEEN FORMALLY ADOPTED BY THE BOARD OF TRUSTEES BUT HAVE BEEN REVIEWED BY MANAGEMENT AND APPROVED BY THE PRESIDENT OF THE COLLEGE UNDER THE DELEGATED AUTHORITY OF THE GOVERNING BOARD. BEGINNING IN FISCAL YEAR 2012, THE BOARD OF TRUSTEES WILL REVIEW AND APPROVE THESE POLICIES. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 4,453,145. CHANGE IN VALUE OF INTEREST RATE SWAPS 87,504. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -9,982. TOTAL TO FORM 990, PART XI, LINE 5: 4,530,667. 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 0 1 0 0 0 0 0 0 0