2023-11-04T20:57:17-05:00 2021-06-30 390859910 BAKER TILLY US LLP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2020-07-01 550394213 WHEELING JESUIT UNIVERSITY INC WHEE 3042432000 316 WASHINGTON AVENUE WHEELING WV 26003 GINNY FAVEDE PRESIDENT 3042432000 2023-10-31 1 GINNY FAVEDE 999009999 KERRI N BOGDA CPA P00760402 7177404863 2023-10-31 X 0 AAL1 IAL1 2020 2023-04-26 12:10:37Z GINNY FAVEDE 316 WASHINGTON AVENUE WHEELING WV 26003 33034799 0 X WWW.WJU.EDU X 1954 WV TO PROVIDE JESUIT EDUCATION TO STUDENTS WHO CAN CONTRIBUTE INTELLIGENTLY TO THE WELFARE OF SOCIETY. 7 7 482 9 0 0 8596513 7114129 21944646 22912175 370092 2532251 19116 311549 30930367 32870104 7356344 9456106 0 0 9673922 8333615 0 0 0 9414210 12891468 26444476 30681189 4485891 2188915 24384754 26771854 7369618 7845648 17015136 18926206 X "SEE SCHEDULE O."BY INTEGRATING LEARNING, RESEARCH AND ECONOMIC DEVELOPMENT WITH CLASSICAL KNOWLEDGE AND CHRISTIAN REVELATION, THE UNIVERSITY SEEKS TO FOSTER COMPETENCE, CREATIVITY AND INNOVATION THROUGHOUT AND BEYOND THE CAMPUS COMMUNITY. GRADUATES OF THE UNIVERSITY ENTER THE WORLD OF WORK WITH SOCIALLY RESPONSIBLE GOALS, A LIFE LONG APPETITE FOR LEARNING AND THE DESIRE TO MAKE OUR UNIVERSE A BETTER PLACE. LEADERSHIP TO MODEL THE CATHOLIC CONCERN FOR REGIONAL AND GLOBAL NEIGHBORS, THE UNIVERSITY WELCOMES PEOPLE OF ALL CREEDS, RACES AND NATIONALITIES TO SHARE IN THE INTELLIGENT PURSUIT OF EXCELLENCE. THE UNIVERSITY PROMOTES CLOSE STUDENT-FACULTY CONTACTS AND ENCOURAGES STUDENTS TO DEVELOP THEIR FULL POTENTIAL FOR LEADERSHIP. 0 0 22308302 9456106 22912175 GENERAL/OTHER POSTSECONDARY EDUCATION: THE UNIVERSITY IS A CATHOLIC LIBERAL ARTS UNIVERSITY FOUNDED IN 1954. THE UNIVERSITY PROVIDES HIGHER LEARNING IN THE JESUIT TRADITION TO EDUCATE STUDENTS TO PREPARE THEM FOR CAREER OPPORTUNITIES AFTER GRADUATION WITH A PHILOSOPHY OF FOCUSING ON THE ENTIRE PERSON (EDUCATIONAL, DEVELOPMENTAL, AND SPIRITUAL). WHEELING JESUIT UNIVERSITY OFFERS MORE THAN 30 MAJORS INCLUDING LIBERAL ARTS, BUSINESS, ENGINEERING, NURSING, CRIMINAL JUSTICE, AND PHYSICAL THERAPY. 497956 RESEARCH EDUCATION PROJECTS FOCUSING ON RESEARCH AND DEVELOPMENT. WHEELING JESUIT RECEIVES FEDERAL DOLLARS FOR THE CENTER FOR EDUCATIONAL TECHNOLOGY TRANSFER CENTER AND FACULTY RESEARCH. 22806258 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 42 0 482 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 1 1 0 WV X X VIRGINIA FAVEDE 3042432000 316 WASHINGTON AVENUE WHEELING WV 26003 MARIBETH ARLIA TRUSTEE 0.62 X 0 0 0 CHAD CARTER TRUSTEE 0.62 X 0 0 0 ROBERT DEANDRADE TRUSTEE 0.62 X 0 0 0 CARLOS JIMENEZ TRUSTEE 0.62 X 0 0 0 ROBIN MCCROSKEY TRUSTEE 0.62 X 0 0 0 MSGR JOSEPH PETERSON TRUSTEE 0.62 X 0 0 0 EDWARD SHAHADY TRUSTEE 0.62 X 0 0 0 L THOMAS MARCHLEN EMERITUS MEMBER 0.20 X 0 0 0 JOHN YASINSKY EMERITUS MEMBER 0.20 X 0 0 0 VIRGINIA FAVEDE PRESIDENT 40.00 X 207979 0 21424 DAVID HACKER VP OF HR COMPLIANCE 40.00 X 150299 0 16024 ANDREW LEWIS VP STUDENT SERVICES 40.00 X 88382 0 17556 JEFFREY STRADER VP ADMINISTRATION CFO 40.00 X 29895 0 0 LAURA MCCULLOUGH INTERIM VP ACADEMIC AFFAIRS 40.00 X 9723 0 0 ALLEN MARANGONI PROFESSOR PHYSICAL THERAPY 40.00 X 117519 0 0 MARK DRNACH PROFESSOR PHYSICAL THERAPY 40.00 X 126459 0 18890 BRYAN RAUDENBUSH PROFESSOR PHYSICAL THERAPY 40.00 X 114006 0 10650 JANET BISCHOF DIRECTOR, NURSING 40.00 X 109986 0 0 CHARLES WOOD PRINCIPAL VESTIGATOR 40.00 X 104728 0 3007 MICHAEL MIHALYO FORMER PRESIDENT 0.00 X 180000 0 0 1238976 0 87551 8 1 1 0 ALADDIN FOOD MANAGEMENT SERVICES 16567 COLLECTIONS CENTER DRIVE CHICAGO IL 60693 DINING SERVICES 1575101 THE REGISTRY 3 CENTENNIAL DRIVE SUITE 320 PEABODY MA 01960 ACADEMIC CONTRACTING 387890 EAB PO BOX 603519 CHARLOTTE NC 28260 ENROLLMENT SERVICES 162657 TOP NOTCH LANDSCAPING AND SUPPLY PO BOX 6251 WHEELING WV 26003 LANDSCAPING 138766 4 2500000 2457320 2156809 7114129 TUITION & FEES 611310 18661419 18661419 AUXILIARY ENTERPRISES 721000 4250756 4250756 22912175 164805 164805 83023 83023 2532141 164695 2367446 2367446 2367446 SPONSORSHIP 900099 23333 23333 TICKET SALES 900099 20662 20662 VENDING INCOME 900099 6119 6119 178412 178412 228526 32870104 22912175 0 2843800 X 9456106 9456106 6916616 5941472 975144 111147 95477 15670 926723 796068 130655 379129 325677 53452 617734 617734 20000 20000 3444542 2557492 887050 9505 3000 6505 112231 64674 47557 400446 400446 4989389 889389 4100000 212711 200884 11827 2767 625 2142 106350 106350 528508 528508 685055 172233 512822 OTHER EXPENSES 393500 95514 297986 SUPPLIES 305871 305440 431 RESIDENT EXPENSES 194374 194374 REPAIRS & MAINTENANCE 145258 120469 24789 723227 552060 171167 30681189 22806258 7874931 0 2694460 4201154 5520134 2855256 342031 1013559 1404491 1123356 50 38701020 33030313 5037651 5670707 7151090 9516167 2234897 2391605 24384754 26771854 813305 1067849 370845 454822 2975000 4250000 1758942 1935468 1589035 7369618 7845648 X -3446236 -1854206 20461372 20780412 17015136 18926206 24384754 26771854 2188915 -277845 0 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 15212872 237458 2520605 63163 17907772 14797101 44985 608336 237550 15212872 13853492 186890 756719 14797101 13234130 139989 561687 82314 13853492 12482023 76358 1250098 839489 12968990 0.00000 0.55282 0.44718 0 0 977716 977716 714757 526072 188685 2658558 311082 2347476 33359071 31835521 1523550 990918 357638 633280 5670707 FUNDS HELD IN TRUST BY OTHERS 2391605 2391605 AGENCY FUNDS 399274 REFUNDABLE ADVANCES FROM US GOVT. 1189761 1589035 X 23616064 -277845 -8976195 -9254040 32870104 0 32870104 21704994 0 21704994 8976195 8976195 30681189 PART V, LINE 4: THE ENDOWMENT IS PRIMARILY USED TO PROVIDE SCHOLARSHIPS TO WHEELING JESUIT UNIVERSITY STUDENTS. PART X, LINE 2: THE UNIVERSITY ACCOUNTS FOR UNCERTAINTIES IN INCOME TAXES IN ACCORDANCE WITH AUTHORITATIVE GUIDANCE, WHICH PRESCRIBES A RECOGNITION THRESHOLD OF MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MANAGEMENT HAS DETERMINED THAT THERE WERE NO TAX UNCERTAINTIES THAT MET THE RECOGNITION THRESHOLD AT JUNE 30, 2021 AND 2020. PART XI, LINE 2D - OTHER ADJUSTMENTS: STUDENT AID NETTED AGAINST TUITION ON F/S -8,976,195. PART XII, LINE 4B - OTHER ADJUSTMENTS: STUDENT AID NETTED AGAINST TUITION ON F/S 8,976,195. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 WHEELING JESUIT UNIVERSITY HAS A POLICY OF PROVIDING EQUAL OPPORTUNITY TO ITS EMPLOYEES, STUDENTS, AND APPLICANTS FOR EMPLOYMENT. ACCORDINGLY, NO PERSON WILL BE DENIED ADMISSION BASED ON RACE, COLOR, RELIGION, GENDER, SEXUAL ORIENTATION, NATIONAL ORIGIN, ETHNICITY, AGE, MARITAL STATUS, BLINDNESS, HANDICAP DISABILITY, OR DISABLED VETERAN. THIS POLICY IS REITERATED IN ALL SOLICITATIONS, NEWSPAPER ADVERTISEMENTS, AND MEDIA BROADCASTS FOR EMPLOYMENT AND WHEN SOLICITING FOR STUDENTS. SCHEDULE E, PART I, LINE 6 WHEELING JESUIT UNIVERSITY RECEIVES MONEY FROM GOVERNMENT PROGRAMS TO FUND STUDENTS FOR SCHOLARSHIPS AND LOANS. WJU ALSO RECEIVES GRANTS FOR RESEARCH AND DEVELOPMENT AND FOR THE CENTER FOR EDUCATION TECHNOLOGY TRANSFER CENTER. 1 STUDENT SCHOLARSHIPS 511 8976195 0 CARES ACT GRANTS 965 479911 0 PART I, LINE 2: THE UNIVERSITY MONITORS THEIR RESPECTIVE GRANTS BY ESTABLISHING A SEPARATE ACCOUNTING FOR EACH INDIVIDUAL GRANT. ALL TRANSACTIONS ARE REVIEWED AND APPROVED BY APPROPRIATE PERSONNEL PRIOR TO SUBMISSION FOR PROCESSING TO ENSURE THEY MEET THE REQUIREMENTS OF THE GRANT. X X X 1 0 0 0 0 0 0 0 0 VIRGINIA FAVEDE PRESIDENT 207979 0 0 0 0 0 0 0 21424 0 229403 0 0 0 MICHAEL MIHALYO FORMER PRESIDENT 0 0 0 0 180000 0 0 0 0 0 180000 0 0 0 DAVID HACKER VP OF HR COMPLIANCE 150299 0 0 0 0 0 935 0 15089 0 166323 0 0 0 PART I, LINE 4A FORMER PRESIDENT RECEIVED A SEVERANCE PAYMENT DURING 2020. FORM 990, PART VI, SECTION A, LINE 6 THE UNIVERSITY SHALL HAVE A SINGLE MEMBER WHICH SHALL BE THE ROMAN CATHOLIC DIOCESE OF WHEELING-CHARLESTON, THROUGH ITS BISHOP. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBER HAS THE RIGHT TO APPROVE OR REJECT ANY NOMINEE FOR A POSITIONS ON THE BOARD OF TRUSTEES AND TO REMOVE, FOR ANY REASON OR NO REASON, MEMBERS OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION A, LINE 7B THE FOLLOWING CORPORATE POWERS ARE RESERVED TO THE MEMBER: A. TO APPROVE OR REJECT PROPOSED AMENDMENTS TO THE ARTICLES OF INCORPORATION; B. TO ADOPT, AMEND, AND REPEAL THESE BYLAWS OF THE CORPORATION; C. TO APPROVE OR REJECT THE SALE OF THE ASSETS OF THE CORPORATION, ANY BUSINESS COMBINATION, MERGER, ACQUISITION, OR CHANGE OF CONTROL OF THE CORPORATION; I. TO APPROVE OR REJECT ANY BORROWING OR FINANCING FOR OR BY THE CORPORATION AND TO APPROVE OR REJECT THE CREATION OF ANY LIENS AGAINST THE CORPORATION OR ITS ASSETS (OUTSIDE OF THE ORDINARY COURSE AND NOT INCLUDING ANY LIENS THAT ARISE BY OPERATION OF LAW); II. TO APPROVE OR REJECT ANY PLAN OF DISSOLUTION AND ANY PLAN OF DISTRIBUTION UPON DISSOLUTION; D. TO APPROVE OR REJECT THE RECOMMENDED APPOINTMENT, BY THE BOARD OF TRUSTEES, OF THE PRESIDENT; E. TO APPROVE OR REJECT THE RECOMMENDATION OF THE BOARD OF TRUSTEES TO REMOVE THE PRESIDENT, OR TO RECOMMEND TO THE BOARD OF TRUSTEES THE REMOVAL OF THE PRESIDENT WHICH WOULD THEN REQUIRE A MAJORITY VOTE OF THE BOARD OF TRUSTEES FOR THE REMOVAL OF THE PRESIDENT; F. TO APPROVE OR REJECT ANY NOMINEE FOR A POSITIONS ON THE BOARD OF TRUSTEES AND TO REMOVE, FOR ANY REASON OR NO REASON, MEMBERS OF THE BOARD OF TRUSTEES; G. TO ACCESS ANY INFORMATION OF THE CORPORATION, INCLUDING BUT NOT LIMITED TO TAX RETURNS AND FINANCIAL INFORMATION; AUDITS; INFORMATION RELATED TO BONDS AND OTHER DEBTS OF THE CORPORATION; INSURANCE INFORMATION; INFORMATION RELATED TO CONTRACTS AND OBLIGATIONS, VENDOR RELATIONSHIPS, AND CREDIT OF ANY KIND EXTENDED TO THE CORPORATION; AND INFORMATION MAINTAINED OR DEVELOPED BY THE CORPORATION'S PROFESSIONAL CONSULTANTS; H. TO APPROVE LEGAL ACTION TAKEN IN THE NAME OF OR ON BEHALF OF THE UNIVERSITY OTHER THAN ROUTINE LEGAL ACTIONS SUCH AS COLLECTION OF OUTSTANDING ACCOUNTS RECEIVABLE. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY A PUBLIC ACCOUNTING FIRM AND REVIEWED IN DETAIL BY THE PRESIDENT BEFORE FILING WITH THE IRS. THE FORM 990 WAS SUBSEQUENTLY PROVIDED TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C THE UNIVERSITY OBTAINS CONFLICT OF INTEREST STATEMENTS ANNUALLY FROM ALL TRUSTEES AND BOARD MEMBERS. IT ALSO OBTAINS CONFLICT OF INTEREST STATEMENTS FROM OFFICERS AND KEY EMPLOYEES UPON HIRING. ALL EMPLOYEES WORKING IN SPONSORED RESEARCH SIGN CONFLICT OF INTEREST STATEMENT UPON HIRING. FORM 990, PART VI, SECTION B, LINE 15 SALARY RANGES ARE DETERMINED BY A COMPARABILITY STUDY PERFORMED BY THE HUMAN RESOURCES DEPARTMENT. ALL POSITIONS ARE GRADED UPON RESPECTIVE JOB DESCRIPTIONS TO ENSURE THE RESPECTIVE JOBS ARE PROPERLY CLASSIFIED PER THE UNIVERSITY POLICIES. SALARIES FOR OFFICERS AND KEY EMPLOYEES ARE DETERMINED AND APPROVED BY THE PRESIDENT AND CFO OF THE UNIVERSITY. THE SALARY FOR THE PRESIDENT IS APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 A CODE OF ETHICS STATEMENT IS POSTED TO THE UNIVERSITY'S WEBSITE. THE CODE OF ETHICS STATEMENT CONTAINS VERBIAGE THAT ADDRESSES OUR POSITION WITH THE APPEARANCE OF CONFLICT BETWEEN PERSONAL AND INSTITUTIONAL INTERESTS. FORM 990, PART IX, LINE 11G CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 2,557,492. MANAGEMENT AND GENERAL EXPENSES 887,050. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,444,542. THE BISHOPS FUND 1311 BYRON STREET WHEELING WV 26003 472521236 SUPPORT WV 501(C)(3) LINE 12A, I 0 DIOCESE OF WHEELING CHARLESTON 1311 BYRON STREET WHEELING WV 26003 550357023 EVANGELISM WV 501(C)(3) LINE 1 0 DIOCESAN REAL ESTATE INC 1311 BYRON STREET WHEELING WV 26003 821572979 REAL ESTATE WV 501(C)(3) LINE 7 DIOCESE 0 WHEELING HOSPITAL INC 1 MEDICAL PARK WHEELING WV 26003 550357057 HOSPITAL WV 501(C)(3) LINE 3 DIOCESE 0 0 0 1 0 1 0 0 0 0 0 1 0 0 0 0 0 1 0 0