2019-05-14T13:58:26-05:00 2018-06-30 540504608 BROWN EDWARDS & COMPANY LLP 707 VIRGINIA STREET EAST SUITE 300 CHARLESTON WV 25301 990 2017-07-01 550357039 THE UNIVERSITY OF CHARLESTON INC UNIV 3043574736 2300 MACCORKLE AVE SE CHARLESTON WV 25304 CLETA HARLESS EXECUTIVE VP AND CFO 3043574736 2019-05-14 MELISSA PRICE P00750418 3043434188 2019-05-14 206.248.228.130 2019-05-14 08:05:14 ED P F75A4857B52D28EE9D0B6B28B386CC6B9346B41E D0156BD46B4B1FE921C9503B1D7FFBF99E37DBAB 2017 2019-02-21 02:37:17Z DR MARTIN S ROTH 2300 MACCORKLE AVENUE SE CHARLESTON WV 25304 66299286 0 X WWW.UCWV.EDU X 1948 WV EDUCATE EACH STUDENT FOR A LIFE OF PRODUCTIVE WORK, ENLIGHTENED LIVING AND COMMUNITY INVOLVEMENT. 22 22 932 0 520691 195040 7463470 8219316 55911393 56513372 612692 635876 833403 930722 64820958 66299286 19806874 20667284 0 0 22738327 22677935 0 0 641787 20197073 20973301 62742274 64318520 2078684 1980766 141746507 143512427 41830081 38273241 99916426 105239186 X EDUCATE EACH STUDENT FOR A LIFE OF PRODUCTIVE WORK, ENLIGHTENED LIVING, AND COMMUNITY INVOLVEMENT. 0 0 15611698 20667284 27928601 INSTRUCTION - THE UNIVERSITY PROVIDES EDUCATIONAL SERVICES AND INSTRUCTION TO APPROX. 2,400 FULL AND PART TIME STUDENTS SEEKING A COLLEGE EDUCATION AND/OR DEGREE 8134194 7396796 AUXILLARY ENTERPRISES CONSISTS OF EXPENSES INCURRED FOR OPERATIONS SUCH AS FOOD SERVICE AND HOUSING, WHICH EXIST TO FURNISH GOODS OR SERVICES TO STUDENTS, FACULTY, OR STAFF, AND ARE MANAGED AS ESSENTIALLY SELF-SUPPORTING ACTIVITIES. 20667284 20667284 SCHOLARSHIPS AND FELLOWSHIPS - THE UNIVERSITY PROVIDES FINANCIAL ASSISTANCE TO STUDENTS EITHER BASED ON NEED OR ACADEMIC MERIT 12179652 816217 OTHER PROGRAM SERVICES 12179652 816217 56592828 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 0 1 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 54 0 1 932 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 22 22 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X CLETA HARLESS 3043574736 UNIVERSITY OF CHARLESTON CHARLESTON WV 25304 CHARLES STEBBINS TRUSTEE 1.00 X 0 0 0 W HENRY HARMON PHD CHAIRMAN 1.00 X X 0 0 0 KIMBERLY DICKERSON TRUSTEE 1.00 X 0 0 0 DAVID L RAMSEY TRUSTEE 1.00 X 0 0 0 CHARLES JONES TRUSTEE 1.00 X 0 0 0 CHARLES CAPITO TRUSTEE 1.00 X 0 0 0 ELIZABETH KEIGHTLEY TRUSTEE 1.00 X 0 0 0 BRAD RITCHIE TRUSTEE 1.00 X 0 0 0 BERNARD LAYNE III TRUSTEE 1.00 X 0 0 0 HB WEHRLE III TRUSTEE 1.00 X 0 0 0 MARK MILLER TRUSTEE 1.00 X 0 0 0 PHIL MORABITO TRUSTEE 1.00 X 0 0 0 WAYNE MORGAN TRUSTEE 1.00 X 0 0 0 NETTIE HORNE TRUSTEE 1.00 X 0 0 0 FONDA ELLIOT TRUSTEE 1.00 X 0 0 0 PATRICK GRANEY SECRETARY 1.00 X X 0 0 0 MICHAEL CARY TRUSTEE 1.00 X 0 0 0 REBECCA CEPERLEY TRUSTEE 1.00 X 0 0 0 DAVID GALLAGHER TRUSTEE 1.00 X 0 0 0 JAMES HOYER TRUSTEE 1.00 X 0 0 0 RUSSELL KRUZELOCK TRUSTEE 1.00 X 0 0 0 PAUL WHITE TRUSTEE 1.00 X 0 0 0 CLETA HARLESS EXECUTIVE VP AND CFO 40.00 X 131874 0 20866 EDWIN H WELCH PHD PRESIDENT 40.00 X 339260 0 49022 JERRY FORSTER REGIONAL PRESIDENT 40.00 X 185818 0 26227 JOAN CLARK EXEC VP ADMISSIONS 40.00 X 100866 0 17694 DEBORAH MORRIS VP OF DEVELOPMENT 40.00 X 106510 0 12810 KIM SPIEZIO VP FOR ACADEMIC LIFE 40.00 X 68091 0 9192 FONDA HOLEHOUSE VP - CHIEF INNOVATION 40.00 X 122942 0 12787 DAVID LATIF PROF./CHAIR - PHARMACY 40.00 X 151992 0 28562 MICHELLE EASTON DEAN - PHARMACY 40.00 X 213856 0 20372 KRISTY LUCAS PROF. OF PHARMACY 40.00 X 135441 0 14980 DAVID BOWYER PROFESS & DEPT CHAIR 40.00 X 137048 0 15261 D BELLAMY DEAN - SCH BUSINESS 40.00 X 115812 0 27691 1809510 0 255464 11 0 1 0 AVI FOODSYSTEMS INC EDUCATION/HEALTHCARE DIVISION 2590 WARREN OH 44483 FOOD-CATERING 1552708 RC GENERAL CONTRACTORS INC 318 LEE STREET W CHARLESTON WV 25302 CONSTRUCTION 459721 APPLE INC 1111 OLD EAGLE SCHOOL ROAD WAYNE PA 19087 EQUIPMENT LEASE 329672 BSN SPORTS INC PO BOX 7726 PO BOX 7726 DALLAS TX 75209 SPORTING EQUIP 262533 SPILMAN THOMAS & BATTLE PLLC 300 KANAWHA BLVD E CHARLESTON WV 25301 LEGAL 228458 5 8219316 1817902 8219316 TUITION AND FEES 611310 48595885 48595885 AUXILIARY SALES & SERVICING 611310 7396796 7396796 CATERING 722320 520691 520691 56513372 635876 635876 OTHER INCOME 611310 632482 632482 ATHLETICS 611310 295526 295526 CHANGE IN VALUE OF SPLIT INTE 611310 2714 2714 930722 66299286 48891411 520691 8667868 20667284 20667284 1203958 1203958 17605227 16359043 945322 300862 3868750 2906488 901766 60496 240955 240955 74575 74575 270600 154024 116576 336065 56360 279705 2988596 2748403 193691 46502 205522 12210 192560 752 1278695 1227524 45354 5817 1381812 1339968 41844 3821944 3244541 572333 5070 619337 178750 440587 PLANT OPERATIONS & MAIN 5492812 4883023 609789 MISCELLANEOUS 3082150 2415459 449149 217542 OTHER CONTRACTS 664192 399751 259695 4746 BAD DEBT 516046 516046 64318520 56592828 7083905 641787 5922468 5818701 3176709 3677149 4188591 4256682 612081 586208 257214 256264 338906 323159 146530494 63033742 84909682 83496752 28935057 31191619 13405799 13905893 141746507 143512427 4619109 4204691 3205957 3649691 26539105 24655680 4700000 2459368 2765910 3303811 41830081 38273241 X 46603567 47544618 21113810 24640043 32199049 33054525 99916426 105239186 141746507 143512427 X 1980766 2717817 624177 X 0 1 X 1 1 1 X 3852126 14916329 4751594 7463470 8219316 39202835 3852126 14916329 4751594 7463470 8219316 39202835 11698003 27504832 870436 796143 711523 612692 635876 3626670 88448 64624 151673 108250 195040 608035 43437540 0.63320 0.62770 X SUPPLEMENTAL INFORMATION THE UNIVERSITY IS A SCHOOL AS DESCRIBED IN SECTION 170(B)(1)(A)(II). HOWEVER, SCHEDULE A, PART 1, LINE 7 HAS BEEN MARKED, AND PART II HAS BEEN COMPLETED TO DEMONSTRATE THAT THE UNIVERSITY MEETS THE 33 1/3% SUPPORT TEST FOR PURPOSES OF APPLYING THE SPECIAL RULE APPLICABLE TO SCHEDULE B. 28380168 316767 2329257 -687597 -395230 29943365 25347958 1652713 2647872 -780507 -487868 28380168 26078419 878208 -443522 -716463 -448684 25347958 26023705 160792 858325 -588927 -375476 26078419 22763354 398018 3713726 -515834 -335559 26023705 0.11180 0.88820 1 0 5502409 5502409 141028085 63033742 77994343 83496752 BENEFICIAL INT. IN PERPETUAL TRUSTS 13905893 13905893 REFUNDABLE ADVANCES UNDER GOVT GRANT 2262396 CAPITAL LEASE OBLIGATIONS 1041415 3303811 48973996 2717817 624177 3341994 45632002 20667284 20667284 66299286 43651236 0 43651236 20667284 20667284 64318520 PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF INTEREST RATE SWAP 624,177. PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS AND AWARDS 20,667,284. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS AND AWARDS 20,667,284. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE UNIVERSITY OF CHARLESTON DOES NOT DISCRIMINATE AGAINST ANY PERSON BECAUSE OF RACE, COLOR, SEX, RELIGION, NATIONAL OR ETHNIC ORIGIN, AGE, DISABILITY, OR VETERAN STATUS IN ADMINISTRATION OF ITS EDUCATIONAL POLICIES, SCHOLARSHIP AND LOAN PROGRAMS, ADMISSIONS, EMPLOYMENT, ATHLETICS AND OTHER SCHOOL-ADMINISTERED PROGRAMS IN ACCORDANCE WITH THE LAWS OF THE UNITED STATES AND THE STATE OF WEST VIRGINIA. SCHEDULE E, PART I, LINE 6 ASSISTANCE CONSISTS OF PARATICIPATION IN FEDERAL STUDENT FINANCIAL ASSISTANCE PROGRAMS SCHEDULE E, PART I, LINE 7 PUBLICATION OF NONDISCRIMINATORY POLICY IN MEDIA EXPLANATION IN ACCORDANCE WITH THE LAWS OF THE UNITED STATES AND THE STATE OF WEST VIRGINIA. EUROPE 1 1 PROGRAM SERVICES INSTRUCTOR/FACILITATOR 59704 1 1 0 0 1 1 59704 0 59704 0 0 0 0 0 0 PART I,LINE 3 - ACTIVITIES PER REGION REGION EXPENDITURES INVESTMENTS EUROPE $ 59,704 $ 0 0 SCHOLARSHIPS 1205 20667284 PART I, LINE 2 - PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS STUDENTS ARE AWARDED SCHOLARSHIPS BASED ON AN EVALUATION OF NEED AND ELIGIBILITY FOR SPECIFIC AWARDS IN ACCORDANCE WITH ANY DONOR STIPULATIONS. THE FINANCIAL AID DEPARTMENT IS RESONSIBLE FOR MAKING SCHOLARSHIP AWARDS AND FOR MONITORING ONGOING ELIGIBILITY (E.G. MAINTENANCE OF SATISFACTORY ACADEMIC PROGRESS.) X 1 0 X X 0 0 0 0 0 0 0 0 0 CLETA HARLESS EXECUTIVE VP AND CFO 131874 0 0 0 0 0 8100 0 12766 0 152740 0 0 0 EDWIN H WELCH PHD PRESIDENT 339260 0 0 0 0 0 34200 0 14822 0 388282 0 0 0 JERRY FORSTER REGIONAL PRESIDENT 185818 0 0 0 0 0 11550 0 14677 0 212045 0 0 0 DAVID LATIF PROF./CHAIR - PHARMACY 151992 0 0 0 0 0 9600 0 18962 0 180554 0 0 0 MICHELLE EASTON DEAN - PHARMACY 213856 0 0 0 0 0 12982 0 7390 0 234228 0 0 0 KRISTY LUCAS PROF. OF PHARMACY 135441 0 0 0 0 0 8120 0 6860 0 150421 0 0 0 DAVID BOWYER PROFESS & DEPT CHAIR 137048 0 0 0 0 0 8343 0 6918 0 152309 0 0 0 A CHARLESTON BUILDING COMMISSION 556000160 2003-09-22 8000000 RATRIE HALL CONSTRUCTION 0 0 0 B KANAWHA COUNTY BUILDING COMMISSION 311023488 2007-12-21 8285000 MIDDLE HALL CONSTRUCTION 0 0 0 C CHARLESTON BUILDING COMMISSION 556000160 2009-06-17 21000000 APT/GARAGE CONSTRUCTION 0 0 0 A 5248149 8000000 45514 7954486 2004 0 0 1 1 B 5091059 8285000 112896 8172104 2008 0 0 1 1 C 3054834 21000000 196101 20803899 2010 0 0 1 1 A 0 0 0 0 0 0 1 B 0 0 0 0 0 0 1 C 0 0 0 0 0 0 1 A 0 0 0 0 1 0 0 0 0 B 0 0 0 0 1 1 BB&T 15.000000000000 1 0 0 0 0 C 0 0 0 0 1 1 BB&T 10.000000000000 1 0 0 0 0 A 0 B 0 C 0 SANTA MARIA INVESTMENTS IV LLC TRUSTEE CONTROL 899607 INVESTMENT IN FUND 0 X 16 1652902 X 1 165000 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B THE AUDIT COMMITTEE REVIEWS AND APPROVES FORM 990 BEFORE IT IS PRESENTED TO THE ENTIRE BOARD FOR REVIEW BEFORE SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C EACH TRUSTEE WHEN ELECTED OR RE-ELECTED TO THE BOARD AND EACH INSTITUTIONAL OFFICER, MUST ANNUALLY (1) REVIEW THE POLICY; (2) DISCLOSE ANY POSSIBLE PERSONAL, FAMILIAL, OR BUSINESS RELATIONSHIPS THAT REASONABLY COULD GIVE RISE TO A CONFLICT INVOLVING THE UNIVERSITY; AND (3) ACKNOWLEDGE BY SIGNATURE THAT THEY ARE IN ACCORDANCE WITH THE LETTER AND SPIRIT OF THIS POLICY. FORM 990, PART VI, SECTION B, LINE 15 BOARD OF TRUSTEES EXECUTIVE COMMITTEE HAS OVERSIGHT OF ALL ELEMENTS OF EXECUTIVE COMPENSATION. THE COMMITTEE REVIEWS CURRENT COMPENSATION AND DETERMINES REASONABLENESS OF COMPENSATION BY REVIEWING COMPARABLE ORGANIZATIONS.THE BOARD REVIEWS CURRENT COMPENSATION OF OTHER OFFICERS AND DETERMINES REASONABLE COMPENSATION BASED ON COMPARABLE ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 18 FORM 990 AND 990-T ARE AVAILABLE FOR PUBLIC INSPECTION VIA VARIOUS WEBSITES AND BY MAKING A FORMAL REQUEST AT THE UNIVERSITY OFFICE. FORM 990, PART VI, SECTION C, LINE 19 NO DOCUMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF INTEREST RATE SWAP 624,177. SCHOLARSHIPS AND AWARDS -20,667,284. SCHOLARSHIPS AND AWARDS 20,667,284.