WHEELING JESUIT UNIVERSITY INC: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- WHEELING JESUIT UNIVERSITY INC (EIN 55-0394213)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-05-12
- IRS object ID
- 201741329349304309
- Schema version
- 2015v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule O
- Schedule R
- Reasonable Cause Explanation
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-12T08:42:37-07:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 550394213 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHEELING JESUIT UNIVERSITY INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WHEE | BusinessNameControlTxt |
| Phone | 3042342000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 316 Washington Avenue | AddressLine1Txt |
| City | Wheeling | CityNm |
| State Abbreviation | WV | StateAbbreviationCd |
| ZIP | 26003 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MIchael Ferguson | PersonNm |
| Person Title | Chief Financial Officer | PersonTitleTxt |
| Phone | 3042432000 | PhoneNum |
| Signature | 2017-05-12 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Debra Townsley | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 316 Washington Avenue | AddressLine1Txt |
| City | Wheeling | CityNm |
| State Abbreviation | WV | StateAbbreviationCd |
| ZIP | 26003 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $51,948,236 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | wju.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1954 | FormationYr |
| Legal Domicile State | WV | LegalDomicileStateCd |
| Activity Or Mission | The University is a Catholic liberal arts university founded in 1954. The purpose of a Jesuit education is to provide students who can contribute intelligently to the welfare of society. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 813 | TotalEmployeeCnt |
| Total Volunteers | 2 | TotalVolunteersCnt |
| Total Gross UBI | $10,085 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,386,036 | PYContributionsGrantsAmt |
| CY Contributions Grants | $11,776,609 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $39,253,653 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $36,727,613 | CYProgramServiceRevenueAmt |
| PY Investment Income | $734,962 | PYInvestmentIncomeAmt |
| CY Investment Income | $326,650 | CYInvestmentIncomeAmt |
| PY Other Revenue | $305,236 | PYOtherRevenueAmt |
| CY Other Revenue | $149,276 | CYOtherRevenueAmt |
| PY Total Revenue | $46,679,887 | PYTotalRevenueAmt |
| CY Total Revenue | $48,980,148 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $14,043,116 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $13,267,150 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $17,835,088 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $17,341,171 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $709,815 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $15,610,111 | PYOtherExpensesAmt |
| CY Other Expenses | $15,728,994 | CYOtherExpensesAmt |
| PY Total Expenses | $47,488,315 | PYTotalExpensesAmt |
| CY Total Expenses | $46,337,315 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$808,428 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,642,833 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $68,380,120 | TotalAssetsBOYAmt |
| Total Assets EOY | $67,844,894 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $45,764,457 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $43,266,995 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $22,615,663 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $24,577,899 | NetAssetsOrFundBalancesEOYAmt |
| Mission | 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). | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $38,562,472 | ExpenseAmt |
| Grant | $13,267,150 | GrantAmt |
| Revenue | $35,988,541 | RevenueAmt |
| Desc | Education, 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $770,442 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $739,072 | RevenueAmt |
| Desc | Research education projects focusing on Research and Development. Wheeling Jesuit receives federal dollars for the Center for Educational Technology Transfer Center and faculty research. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $0 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $39,332,914 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 84 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 813 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Theresa Parsons | PersonNm |
| Phone | 3042432000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 316 Washington Avenue | AddressLine1Txt |
| City | Wheeling | CityNm |
| State Abbreviation | WV | StateAbbreviationCd |
| ZIP | 26003 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (29 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Ron Anton SJ | ||||||||
| Board Member | 0.62 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Lawrence Bandi | ||||||||
| Board Member | 0.62 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Rudy Bilich | ||||||||
| Board Member | 0.62 | 0 | Yes (X) | $0 | $0 | $0 | ||
| William Bresnahan | ||||||||
| Board Member | 0.62 | 0 | Yes (X) | $0 | $0 | $0 | ||
| James Conroy SJ | ||||||||
| Board Member | 0.62 | 0 | Yes (X) | $0 | $0 | $0 | ||
| James Dissen | ||||||||
| Board Member | 0.62 | 0 | Yes (X) | $0 | $0 | $0 | ||
| James Fleming SJ | ||||||||
| Key Employee | 40.00 | 0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Thomas Gaunt SJ | ||||||||
| Board Member | 0.62 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Harry Gieb SJ | ||||||||
| Board Member | 0.62 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Simon Hendry SJ | ||||||||
| Board Member | 0.62 | 0 | Yes (X) | $0 | $0 | $0 | ||
| John Lewis | ||||||||
| Board Member | 0.62 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Adam Monks | ||||||||
| Board Member | 4.00 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Brain O' Donnell SJ | ||||||||
| Board Member | 0.62 | 0 | Yes (X) | $0 | $0 | $0 | ||
| John Peck SJ | ||||||||
| Board Member | 0.62 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Msgr Kevin Quirk | ||||||||
| Board Menber | 10.00 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Gerald Schroer | ||||||||
| Board Member | 0.62 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Nicholas Sparachane | ||||||||
| Board Member | 0.62 | 0 | Yes (X) | $0 | $0 | $0 | ||
| James Will | ||||||||
| Board Member | 0.62 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Donald Kaminiski | ||||||||
| VP of Human Resources | 40 | 0 | $98,934 | $0 | $18,449 | Yes (X) | ||
| Sarah Kelly | ||||||||
| VP of Advancement | 40 | 0 | $154,730 | $0 | $16,536 | Yes (X) | ||
| Eugene Grilli | ||||||||
| Chief Financial Officer | 40 | 0 | $190,277 | $0 | $19,200 | Yes (X) | ||
| Robert Phillips | ||||||||
| VP of Academics | 40 | 0 | $125,789 | $0 | $21,841 | Yes (X) | ||
| Christopher Petrosino | ||||||||
| VP of Academics | 40 | 0 | $125,510 | $0 | $24,109 | Yes (X) | ||
| George Joseph | ||||||||
| Executive Vice President | 40 | 0 | $162,846 | $0 | $26,979 | Yes (X) | ||
| Craig Ruby | ||||||||
| Director of Physical Therapy | 40 | 0 | $105,529 | $0 | $5,589 | Yes (X) | ||
| Mark Drnach | ||||||||
| Professor | 40 | 0 | $90,116 | $0 | $22,334 | Yes (X) | ||
| Benjamin Stout | ||||||||
| Professor | 40 | 0 | $106,714 | $0 | $14,837 | Yes (X) | ||
| Alison Kreger | ||||||||
| Professor | 40 | 0 | $82,458 | $0 | $18,116 | Yes (X) | ||
| Allen Marangoni | ||||||||
| Professor | 40 | 0 | $98,969 | $0 | $20,281 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,341,872 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $208,271 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Parkhurst Dining Services | |||||
| PO Box 644091 | Pittsburgh | PA | 15264 | Dining Services | $1,974,239 |
| Matyskiela & Grant Architects | |||||
| 1027 Mt Dechantal Rd | Wheeling | WV | 26003 | Architects | $157,929 |
| Trane US Inc | |||||
| PO Box 406469 | Atlanta | GA | 30384 | Construction Services | $162,132 |
| Institutional Specialists | |||||
| PO Box 11528 | Pittsburgh | PA | 15238 | Construction | $140,000 |
| Tobey Karg Service Agency | |||||
| 4640 Campbell Run Road | Pittsburgh | PA | 15205 | Construction | $129,836 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 8 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $0 | FederatedCampaignsAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Fundraising | $118,000 | FundraisingAmt |
| Related Organizations | $9,600,000 | RelatedOrganizationsAmt |
| Government Grants | $1,062,430 | GovernmentGrantsAmt |
| All Other Contributions | $996,179 | AllOtherContributionsAmt |
| Noncash Contributions | $0 | NoncashContributionsAmt |
| Total Contributions | $11,776,609 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Gross Tuition and Fees | 611310 | $31,653,086 | $31,653,086 | $0 | $0 |
| AuxiliaryEnterprises | 721000 | $4,710,084 | $4,710,084 | $0 | $0 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $364,443 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $364,443 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $36,727,613 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $235,898 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $235,898 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $131,913 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $131,913 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $70,197 | RealAmt |
| Personal | $0 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $60,112 | RealAmt |
| Personal | $0 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $10,085 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,085 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $10,085 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,945,186 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,854,434 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $90,752 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $90,752 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $90,752 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $60,820 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $118,000 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $53,542 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,278 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $7,278 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $48,980,148 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $36,727,613 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $10,085 | UnrelatedBusinessRevenueAmt |
| Exclusion | $465,841 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,267,150 | TotalAmt |
| Program Services | $13,267,150 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $858,086 | TotalAmt |
| Program Services | $414,145 | ProgramServicesAmt |
| Management And General | $289,211 | ManagementAndGeneralAmt |
| Fundraising | $154,730 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,381,375 | TotalAmt |
| Program Services | $10,009,480 | ProgramServicesAmt |
| Management And General | $2,060,018 | ManagementAndGeneralAmt |
| Fundraising | $311,877 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,464 | TotalAmt |
| Program Services | $21,623 | ProgramServicesAmt |
| Management And General | $4,873 | ManagementAndGeneralAmt |
| Fundraising | $968 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,014,335 | TotalAmt |
| Program Services | $2,373,231 | ProgramServicesAmt |
| Management And General | $534,868 | ManagementAndGeneralAmt |
| Fundraising | $106,236 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,059,911 | TotalAmt |
| Program Services | $834,484 | ProgramServicesAmt |
| Management And General | $188,072 | ManagementAndGeneralAmt |
| Fundraising | $37,355 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,488 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $45,488 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $253,900 | TotalAmt |
| Management And General | $253,900 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,080 | TotalAmt |
| Management And General | $85,080 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,188,973 | TotalAmt |
| Program Services | $2,508,559 | ProgramServicesAmt |
| Management And General | $648,252 | ManagementAndGeneralAmt |
| Fundraising | $32,162 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $162,062 | TotalAmt |
| Program Services | $69,321 | ProgramServicesAmt |
| Management And General | $92,741 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $278,468 | TotalAmt |
| Program Services | $165,000 | ProgramServicesAmt |
| Management And General | $86,375 | ManagementAndGeneralAmt |
| Fundraising | $27,093 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $820,366 | TotalAmt |
| Program Services | $365,034 | ProgramServicesAmt |
| Management And General | $455,332 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,234,244 | TotalAmt |
| Program Services | $1,828,667 | ProgramServicesAmt |
| Management And General | $405,577 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $847,985 | TotalAmt |
| Program Services | $756,407 | ProgramServicesAmt |
| Management And General | $80,179 | ManagementAndGeneralAmt |
| Fundraising | $11,399 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,677,190 | TotalAmt |
| Program Services | $2,409,578 | ProgramServicesAmt |
| Management And General | $267,612 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,214,088 | TotalAmt |
| Program Services | $2,214,088 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $347,320 | TotalAmt |
| Program Services | $332 | ProgramServicesAmt |
| Management And General | $346,988 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Supplies | $303,917 | $300,674 | $1,490 | $1,753 |
| Repairs | $433,619 | $398,915 | $34,045 | $659 |
| Athletic Expense | $430,995 | $430,995 | $0 | $0 |
| Special Programs | $246,896 | $124,405 | $122,491 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,158,403 | TotalAmt |
| Program Services | $840,826 | ProgramServicesAmt |
| Management And General | $291,994 | ManagementAndGeneralAmt |
| Fundraising | $25,583 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,337,315 | TotalAmt |
| Program Services | $39,332,914 | ProgramServicesAmt |
| Management And General | $6,294,586 | ManagementAndGeneralAmt |
| Fundraising | $709,815 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,670,912 | BOYAmt |
| EOY | $2,861,093 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,758,623 | BOYAmt |
| EOY | $1,295,408 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,106,173 | BOYAmt |
| EOY | $890,616 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,485,783 | BOYAmt |
| EOY | $2,399,224 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $711,902 | BOYAmt |
| EOY | $675,258 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $115,395,829 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $68,285,351 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,567,740 | BOYAmt |
| EOY | $47,110,478 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,173,325 | BOYAmt |
| EOY | $10,755,677 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,905,662 | BOYAmt |
| EOY | $1,857,140 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,380,120 | BOYAmt |
| EOY | $67,844,894 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,143,280 | BOYAmt |
| EOY | $2,397,639 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,347,231 | BOYAmt |
| EOY | $1,185,208 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,058,182 | BOYAmt |
| EOY | $12,069,140 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,677,606 | BOYAmt |
| EOY | $22,379,382 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $1,857,302 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,538,158 | BOYAmt |
| EOY | $3,378,324 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,764,457 | BOYAmt |
| EOY | $43,266,995 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,155,405 | BOYAmt |
| EOY | $9,546,606 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,484,924 | BOYAmt |
| EOY | $6,151,579 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,975,334 | BOYAmt |
| EOY | $8,879,714 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,615,663 | BOYAmt |
| EOY | $24,577,899 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,380,120 | BOYAmt |
| EOY | $67,844,894 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,642,833 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$680,597 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,788,523 | BeginningYearBalanceAmt |
| Contributions | $117,424 | ContributionsAmt |
| Investment Earnings Or Losses | -$341,671 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $377,854 | GrantsOrScholarshipsAmt |
| Other Expenditures | $704,399 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $12,482,023 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,106,296 | BeginningYearBalanceAmt |
| Contributions | $564,980 | ContributionsAmt |
| Investment Earnings Or Losses | $223,060 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,875,565 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,230,248 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $13,788,523 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,757,016 | BeginningYearBalanceAmt |
| Contributions | $310,094 | ContributionsAmt |
| Investment Earnings Or Losses | $644,605 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $690,515 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,914,904 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $16,106,296 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $19,271,516 | BeginningYearBalanceAmt |
| Contributions | $400,219 | ContributionsAmt |
| Investment Earnings Or Losses | $287,117 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $736,635 | GrantsOrScholarshipsAmt |
| Other Expenditures | $465,201 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $18,757,016 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $19,700,287 | BeginningYearBalanceAmt |
| Contributions | $223,491 | ContributionsAmt |
| Investment Earnings Or Losses | $72,005 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $724,267 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $19,271,516 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 1 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $1,071,817 | OtherCostOrOtherBasisAmt |
| Book Value | $1,071,817 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $75,943,638 | OtherCostOrOtherBasisAmt |
| Depreciation | $34,414,906 | DepreciationAmt |
| Book Value | $41,528,732 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $5,281,658 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,481,415 | DepreciationAmt |
| Book Value | $1,800,243 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $32,294,884 | OtherCostOrOtherBasisAmt |
| Depreciation | $30,176,457 | DepreciationAmt |
| Book Value | $2,118,427 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $803,832 | OtherCostOrOtherBasisAmt |
| Depreciation | $212,573 | DepreciationAmt |
| Book Value | $591,259 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $47,110,478 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Agency Funds | $472,668 |
| Refundable advances from the US Govt | $2,669,840 |
| Postretirement Obligation | $235,816 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,378,324 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $48,413,207 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$680,597 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Recoveries Prior Year Grants | $0 | RecoveriesPriorYearGrantsAmt |
| Other Revenue | $113,656 | OtherRevenueAmt |
| Revenue Not Reported | -$566,941 | RevenueNotReportedAmt |
| Revenue Subtotal | $48,980,148 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $0 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $0 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $48,980,148 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $46,450,971 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $0 | DonatedServicesUseFcltsAmt |
| Prior Year Adjustments | $0 | PriorYearAdjustmentsAmt |
| Losses Reported | $0 | LossesReportedAmt |
| Other Expenses Included | $113,656 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $113,656 | ExpensesNotReportedAmt |
| Expenses Subtotal | $46,337,315 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $0 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $0 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $46,337,315 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part V, Line 4 | The endowment is primarily used to provide scholarships to Wheeling Jesuit University Students |
| Schedule D, Part X, Line 2 | Accounting principles generally accepted in the United States of America prescribes recognition thresholds and measurement attributes for the financial statement recognition and measurement of a tax position taken or expected to be taken in a tax return. Tax benefits are recognized only if a tax position is more-likely-than-not sustained in a tax examination, with a tax examination being presumed to occur. The amount recognized is the largest amount of tax benefit that is greater than 50% likely of being realized on examination. For tax positions not meeting the more-likely-than-not test, no tax benefit is recorded. Management has concluded that they are unaware of any tax benefits or liabilities to be recognized at June 30, 2016 or 2015, respectively. The University recognizes interest and penalties related to unrecognized tax benefits in interest and income tax expense, respectively. The University has no amounts accrued for interest or penalties for the tax year ended June 30, 2016 or 2015, respectively. The University is no longer subject to examination by taxing authorities for years before 2014. The University does not expect the total amount of unrecognized tax benefits, if any, to significantly change in the next 12 months. |
| Schedule D, Part XI, Line 2d | Reclassified Unrelated Business Expenses and Direct expenses relating to fundraising. |
| Schedule D, Part XII, Line 2d | Reclassified Unrelated Business Expenses and Direct expenses relating to fundraising. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule E, Part I, Line 3 | Schools schedule E 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 disable 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. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Gaudiosa | Event1Nm |
| Gross Receipts Event1 | $178,821 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $118,000 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $60,821 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $0 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $0 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $0 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $7,561 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $5,000 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $40,982 | OtherDirectExpensesEvent1Amt |
| Food And Beverage Other Events | $0 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $0 | EntertainmentOtherEventsAmt |
| Gross Receipts Total | $178,821 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $118,000 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $60,821 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $0 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $0 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $0 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $7,561 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $5,000 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $40,982 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $53,543 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $7,278 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (117 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| 60th Anniversary Scholarship | 88 | $250,905 |
| Admission Award | 9 | $33,026 |
| Admission Award I | 2 | $7,000 |
| Admission Award II | 3 | $8,000 |
| Admission Award III | 40 | $108,865 |
| Aluise Family Scholarship | 1 | $2,000 |
| Arrupe Award | 41 | $55,500 |
| Athletic Book Grant | 6 | $6,416 |
| Benedum Scholarship | 9 | $13,275 |
| Bernard McDonough Scholarship | 1 | $6,250 |
| Berthold/Neal Family Endowed Scholarship | 6 | $7,400 |
| Bishop Hodges Scholarship - BB&T | 9 | $26,066 |
| Bishop Michael J. Bransfield Scholarship | 37 | $448,000 |
| Board of Directors Scholarship | 3 | $7,000 |
| Buckius/Loyola Scholarship | 2 | $2,400 |
| Campion Athletic Grant | 68 | $461,169 |
| Campion Athletic Grant | 204 | $1,855,345 |
| Cancer Research Classic Scholarship | 2 | $30,000 |
| Carrigan Alumni Scholarship | 4 | $5,200 |
| Catholic High School Scholarship | 157 | $489,995 |
| Chiccarella Scholarship | 2 | $1,492 |
| Choral Award | 23 | $21,000 |
| Class of 1964 Ignatian Scholarship | 1 | $5,000 |
| Class of 1972 Scholarship | 1 | $1,125 |
| Class of 1974 Scholarship | 3 | $3,200 |
| Community Connection Grant | 185 | $1,904,485 |
| Costain/Giglio-Sallee Memorial | 2 | $3,000 |
| Dean's Award | 203 | $1,531,200 |
| Dominion Foundation Scholarship | 1 | $4,166 |
| Dr. John A Hollingsworth Scholarship | 1 | $2,000 |
| Dr. Lee Jones Scholarship | 1 | $3,880 |
| Edouard S. & Simone J. Ziegler Scholarship | 9 | $12,050 |
| Engineering Science Scholarship | 11 | $22,000 |
| Evening Division Scholarship | 5 | $5,850 |
| Federal SEOG Grant | 214 | $195,443 |
| Federal TEACH Grant | 2 | $7,436 |
| Florence Irene Nesbitt Scholarship | 3 | $4,500 |
| Gallagher Memorial Award | 1 | $400 |
| George E. Stifel Scholarship | 2 | $11,760 |
| Graduate Tuition Discount | 10 | $18,957 |
| Guy & Marie Paull Biery Scholarship | 4 | $9,500 |
| Hacala Family Scholarship | 2 | $3,150 |
| Haig Science Award | 1 | $2,500 |
| Hanzely Scholarship | 2 | $3,000 |
| Hawk Scholarship | 24 | $47,000 |
| Hearst Scholarship | 5 | $7,580 |
| High Honors Award | 35 | $220,710 |
| Hospital Tuition Discount | 9 | $7,577 |
| Iggy Mascot Award | 3 | $4,500 |
| International Award | 76 | $591,990 |
| J. Adamiak & H. Regiec Adamiak Scholarship | 2 | $1,920 |
| Jacober Scholarship | 1 | $3,500 |
| James Chambers Scholarship | 3 | $6,877 |
| Jesuit Fathers-Summit 2 Scholarship | 18 | $56,775 |
| Joseph H. Hodges Scholarship | 14 | $28,994 |
| Joseph J & Virginia R Murphy Scholarship | 22 | $35,700 |
| Kirby Scholarship | 5 | $16,200 |
| Lantz Scholarship | 1 | $4,400 |
| Laut Scholarship | 7 | $182,265 |
| Leonard P. Riser Memorial Scholarship | 2 | $1,260 |
| Lidano DiTrapano Scholarship | 3 | $6,296 |
| M. Virginia Greene Scholarship | 11 | $12,150 |
| Maier Foundation | 1 | $15,000 |
| Marchlenski Education Fund Scholarship | 2 | $4,000 |
| Margaret Hess Scholarship | 1 | $3,000 |
| Mark Bischoff Award | 1 | $250 |
| Mary M. Szitar Scholarship | 5 | $8,361 |
| Maurice & Virginia Cogan Scholarship | 4 | $14,415 |
| McConnell Scholarship | 9 | $28,923 |
| McCune/Greene County Scholarship | 8 | $22,600 |
| McShain Minority Scholarship | 4 | $6,300 |
| Merlo Scholarship | 2 | $4,900 |
| Mount de Chantal Music Scholarship | 3 | $30,000 |
| Music Ministry Award | 24 | $47,000 |
| National Automobile Dealers Charitable Foundation | 7 | $7,000 |
| Nolan Lacey Kirk Memorial Scholarship | 3 | $5,500 |
| Ogden Newspapers, Inc. | 1 | $2,500 |
| Opportunity Scholarship | 73 | $319,825 |
| OVAASA Scholarship | 1 | $3,000 |
| Philadelphia Alumni Scholarship - Rev. Charles Currie, SJ | 1 | $1,500 |
| Presidential Scholarship | 139 | $1,242,500 |
| Pride Scholarship | 2 | $3,650 |
| R. Winkler Memorial Scholarship | 1 | $2,600 |
| Rabbi Helman Prize | 1 | $240 |
| Rakosky Memorial Scholarship | 1 | $2,000 |
| Rev. Edward Gannon Scholarship | 6 | $7,100 |
| RN/BSN/MSN On-Line Scholarship | 5 | $11,700 |
| Room Remission | 3 | $12,806 |
| Sally O. Bodkin Music Scholarship | 1 | $2,000 |
| Schafer Scholarship Fund | 5 | $24,500 |
| Schenk Foundation Scholarship (WVICU) | 1 | $5,000 |
| Schenk Scholarship | 3 | $4,500 |
| Schroer Family Fund | 10 | $4,285 |
| Septimi (Class of 65) Scholarship | 1 | $2,000 |
| Summit 2000 | 1 | $1,500 |
| Symphonic Band Instrumental Music Award | 13 | $26,000 |
| T. Eick Memorial Scholarship | 3 | $4,192 |
| The H.B. Wehrle Foundation | 1 | $10,000 |
| Troy Endowment Scholarship | 2 | $2,649 |
| UPS Scholarship/WVICU | 1 | $2,450 |
| Vicky L. DiPiero, '65 Diversity Scholarship | 1 | $500 |
| W E Stone Foundation | 1 | $5,000 |
| Werner Ritz Pre-Med Scholarship | 3 | $15,500 |
| Wertz Scholarship | 1 | $2,283 |
| Wesbanco Scholarship | 1 | $10,000 |
| Wheeling Jesuit Auction Scholarship | 1 | $1,000 |
| Wheeling Jesuit Grant | 364 | $2,081,580 |
| William & Col. Carol Yarnall Scholarship | 1 | $3,500 |
| William Randolph Hearst Foundation | 3 | $11,250 |
| WJU Award | 4 | $15,750 |
| WJU Charter Guild Endowment Scholarship | 1 | $2,660 |
| WJU Diocesan Scholarship | 1 | $5,600 |
| WJU Pep Band Award | 8 | $8,000 |
| WJU Rugby Award | 47 | $356,620 |
| Wood County/McDonough Scholarship | 3 | $14,000 |
| WV center for Nursing | 1 | $1,000 |
| Yellow Ribbon Program - VA | 1 | $560 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 | FormAndLineReferenceDesc |
| Explanation | Schedule I 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Eugene Grilli | ||||||||||||||
| Chief Financial Officer | $190,277 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $19,200 | $0 | $209,477 | $0 | ||
| Sarah Kelly | ||||||||||||||
| VP of Advancement | $146,330 | $0 | $0 | $0 | $8,400 | $0 | $0 | $0 | $16,536 | $0 | $171,266 | $0 | ||
| George Joseph | ||||||||||||||
| Executive Vice President | $162,846 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $162,846 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule J, Part I, Line 1a | FormAndLineReferenceDesc |
| Explanation | Sarah Kelly had a taxable housing allowance. Wheeling Jesuit also paid compensation and benefits of $656,959 to the Wheeling Jesuit community of the society of Jesus, the founders of Wheeling Jesuit University for instructional, administrative and institutional services. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | County Commission of Ohio County West Virginia | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 556009203 | BondIssuerEIN |
| CUSIP | 677318BD8 | CUSIPNum |
| Bond Issued | 2006-12-05 | BondIssuedDt |
| Issue Price | $11,986,149 | IssuePriceAmt |
| Purpose | Restructure Debt | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $5,000 | RetiredAmt |
| Bond Defeased | $0 | BondDefeasedAmt |
| Total Proceeds | $11,986,149 | TotalProceedsAmt |
| In Reserve Fund | $0 | InReserveFundAmt |
| Capitalized Interest | $0 | CapitalizedInterestAmt |
| Refunding Escrow | $10,240,683 | RefundingEscrowAmt |
| Issuance Costs From Proceeds | $245,466 | IssuanceCostsFromProceedsAmt |
| Credit Enhancement | $0 | CreditEnhancementAmt |
| Working Capital Expenditures | $0 | WorkingCapitalExpendituresAmt |
| Capital Expenditures | $0 | CapitalExpendituresAmt |
| Other Spent Proceeds | $1,500,000 | OtherSpentProceedsAmt |
| Unspent | $0 | UnspentAmt |
| Substantial Completion | 2006 | SubstantialCompletionYr |
| Current Refunding | Yes (1) | CurrentRefundingInd |
| Advance Refunding | 0 | AdvanceRefundingInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, Line 11b | Form 990, Part VI, section B Line 11B- The university uses a software program to prepare the 990 which runs a series of edit checks on the return. The return is then reviewed by the controller and CFO. The university reviews the 990 with the chair of the finance committee for approval and provides to the board of directors for comment. |
| Form 990, Part VI, Section B, Line 12c | 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 a conflict of interest statement upon hiring. |
| Form 990, Part VI, Section B, Line 15 | 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 | Form 990, Part IV section C Line 19- The University submits its financial statements to the Municipal Market Access for public viewing on a quarterly basis. 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. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| The Bishops Fund | ||||||||||
| 1311 Byron Street | Wheeling | WV | 26003 | 472521236 | Provide Support of the Bishop | WV | 501(c)(3 | 11a | N/A | 0 |
| Diocese of Wheeling Charleston | ||||||||||
| 1311 Byron Street | Wheeling | WV | 26003 | 550357023 | Advance the mission of Jesus Christ | WV | 501(c)(3) | 1 | N/A | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| The Bishops Fund | ||
| c | $9,600,000 | Cash Transaction |
| Diocese of Wheeling Charleston | ||
| e | $3,000,000 | Cash Transaction |
Reasonable Cause Explanation ReasonableCauseExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | Wheeling Jesuit University filed an extension to May 15, 2017 on February 1 2017 and it was received by the IRS on February 9 2017. There was an error by the IRS because of a from change with the 8868. I talked to Mike Lecher badge number 1000144381 and he said the error had been corrected and Wheeling Jesuit University was extended to May 15, 2017 | ExplanationTxt |
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