2017-05-12T08:42:37-07:00 2016-06-30 990 2015-07-01 550394213 WHEELING JESUIT UNIVERSITY INC WHEE 3042342000 316 Washington Avenue Wheeling WV 26003 MIchael Ferguson Chief Financial Officer 3042432000 2017-05-12 2015 2021-01-29 14:40:06Z Debra Townsley 316 Washington Avenue Wheeling WV 26003 51948236 0 X wju.edu X 1954 WV 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. 17 17 813 2 10085 0 6386036 11776609 39253653 36727613 734962 326650 305236 149276 46679887 48980148 14043116 13267150 0 0 17835088 17341171 0 0 709815 15610111 15728994 47488315 46337315 -808428 2642833 68380120 67844894 45764457 43266995 22615663 24577899 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). 0 0 38562472 13267150 35988541 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. 770442 0 739072 Research education projects focusing on Research and Development. Wheeling Jesuit receives federal dollars for the Center for Educational Technology Transfer Center and faculty research. 0 0 0 39332914 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 84 0 1 813 1 1 1 0 0 0 0 1 1 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WV X Theresa Parsons 3042432000 316 Washington Avenue Wheeling WV 26003 Ron Anton SJ Board Member 0.62 0 X 0 0 0 Lawrence Bandi Board Member 0.62 0 X 0 0 0 Rudy Bilich Board Member 0.62 0 X 0 0 0 William Bresnahan Board Member 0.62 0 X 0 0 0 James Conroy SJ Board Member 0.62 0 X 0 0 0 James Dissen Board Member 0.62 0 X 0 0 0 James Fleming SJ Key Employee 40.00 0 X X 0 0 0 Thomas Gaunt SJ Board Member 0.62 0 X 0 0 0 Harry Gieb SJ Board Member 0.62 0 X 0 0 0 Simon Hendry SJ Board Member 0.62 0 X 0 0 0 John Lewis Board Member 0.62 0 X 0 0 0 Adam Monks Board Member 4.00 0 X 0 0 0 Brain O' Donnell SJ Board Member 0.62 0 X 0 0 0 John Peck SJ Board Member 0.62 0 X 0 0 0 Msgr Kevin Quirk Board Menber 10.00 0 X 0 0 0 Gerald Schroer Board Member 0.62 0 X 0 0 0 Nicholas Sparachane Board Member 0.62 0 X 0 0 0 James Will Board Member 0.62 0 X 0 0 0 Donald Kaminiski VP of Human Resources 40 0 X 98934 0 18449 Sarah Kelly VP of Advancement 40 0 X 154730 0 16536 Eugene Grilli Chief Financial Officer 40 0 X 190277 0 19200 Robert Phillips VP of Academics 40 0 X 125789 0 21841 Christopher Petrosino VP of Academics 40 0 X 125510 0 24109 George Joseph Executive Vice President 40 0 X 162846 0 26979 Craig Ruby Director of Physical Therapy 40 0 X 105529 0 5589 Mark Drnach Professor 40 0 X 90116 0 22334 Benjamin Stout Professor 40 0 X 106714 0 14837 Alison Kreger Professor 40 0 X 82458 0 18116 Allen Marangoni Professor 40 0 X 98969 0 20281 1341872 0 208271 6 0 1 0 Parkhurst Dining Services PO Box 644091 Pittsburgh PA 15264 Dining Services 1974239 Matyskiela & Grant Architects 1027 Mt Dechantal Rd Wheeling WV 26003 Architects 157929 Trane US Inc PO Box 406469 Atlanta GA 30384 Construction Services 162132 Institutional Specialists PO Box 11528 Pittsburgh PA 15238 Construction 140000 Tobey Karg Service Agency 4640 Campbell Run Road Pittsburgh PA 15205 Construction 129836 8 0 0 118000 9600000 1062430 996179 0 11776609 Gross Tuition and Fees 611310 31653086 31653086 0 0 AuxiliaryEnterprises 721000 4710084 4710084 0 0 364443 364443 0 0 36727613 235898 0 0 235898 0 0 0 0 131913 0 0 131913 70197 0 60112 0 10085 0 10085 0 10085 0 2945186 0 2854434 0 90752 0 90752 0 0 90752 60820 118000 53542 7278 0 7278 0 48980148 36727613 10085 465841 0 0 13267150 13267150 0 0 858086 414145 289211 154730 12381375 10009480 2060018 311877 27464 21623 4873 968 3014335 2373231 534868 106236 1059911 834484 188072 37355 45488 0 45488 0 253900 253900 85080 85080 3188973 2508559 648252 32162 162062 69321 92741 278468 165000 86375 27093 820366 365034 455332 0 2234244 1828667 405577 0 847985 756407 80179 11399 2677190 2409578 267612 2214088 2214088 0 347320 332 346988 Supplies 303917 300674 1490 1753 Repairs 433619 398915 34045 659 Athletic Expense 430995 430995 0 0 Special Programs 246896 124405 122491 0 1158403 840826 291994 25583 46337315 39332914 6294586 709815 1670912 2861093 0 2758623 1295408 1106173 890616 0 0 2485783 2399224 0 0 0 0 711902 675258 115395829 68285351 45567740 47110478 12173325 10755677 0 0 0 0 0 0 1905662 1857140 68380120 67844894 2143280 2397639 1347231 1185208 12058182 12069140 26677606 22379382 0 1857302 3538158 3378324 45764457 43266995 X 7155405 9546606 6484924 6151579 8975334 8879714 22615663 24577899 68380120 67844894 2642833 -680597 0 0 0 0 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 13788523 117424 -341671 377854 704399 0 12482023 16106296 564980 223060 1875565 1230248 0 13788523 18757016 310094 644605 690515 2914904 0 16106296 19271516 400219 287117 736635 465201 0 18757016 19700287 223491 72005 724267 0 0 19271516 0 1 0 0 0 0 1071817 1071817 0 75943638 34414906 41528732 0 5281658 3481415 1800243 0 32294884 30176457 2118427 0 803832 212573 591259 47110478 0 Agency Funds 472668 Refundable advances from the US Govt 2669840 Postretirement Obligation 235816 3378324 X 48413207 -680597 0 0 113656 -566941 48980148 0 0 0 48980148 46450971 0 0 0 113656 113656 46337315 0 0 0 46337315 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. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 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. Gaudiosa 178821 118000 60821 0 0 0 7561 5000 40982 0 0 178821 118000 60821 0 0 0 7561 5000 40982 53543 7278 1 60th Anniversary Scholarship 88 250905 Admission Award 9 33026 Admission Award I 2 7000 Admission Award II 3 8000 Admission Award III 40 108865 Aluise Family Scholarship 1 2000 Arrupe Award 41 55500 Athletic Book Grant 6 6416 Benedum Scholarship 9 13275 Bernard McDonough Scholarship 1 6250 Berthold/Neal Family Endowed Scholarship 6 7400 Bishop Hodges Scholarship - BB&T 9 26066 Bishop Michael J. Bransfield Scholarship 37 448000 Board of Directors Scholarship 3 7000 Buckius/Loyola Scholarship 2 2400 Campion Athletic Grant 68 461169 Campion Athletic Grant 204 1855345 Cancer Research Classic Scholarship 2 30000 Carrigan Alumni Scholarship 4 5200 Catholic High School Scholarship 157 489995 Chiccarella Scholarship 2 1492 Choral Award 23 21000 Class of 1964 Ignatian Scholarship 1 5000 Class of 1972 Scholarship 1 1125 Class of 1974 Scholarship 3 3200 Community Connection Grant 185 1904485 Costain/Giglio-Sallee Memorial 2 3000 Dean's Award 203 1531200 Dominion Foundation Scholarship 1 4166 Dr. John A Hollingsworth Scholarship 1 2000 Dr. Lee Jones Scholarship 1 3880 Edouard S. & Simone J. Ziegler Scholarship 9 12050 Engineering Science Scholarship 11 22000 Evening Division Scholarship 5 5850 Federal SEOG Grant 214 195443 Federal TEACH Grant 2 7436 Florence Irene Nesbitt Scholarship 3 4500 Gallagher Memorial Award 1 400 George E. Stifel Scholarship 2 11760 Graduate Tuition Discount 10 18957 Guy & Marie Paull Biery Scholarship 4 9500 Hacala Family Scholarship 2 3150 Haig Science Award 1 2500 Hanzely Scholarship 2 3000 Hawk Scholarship 24 47000 Hearst Scholarship 5 7580 High Honors Award 35 220710 Hospital Tuition Discount 9 7577 Iggy Mascot Award 3 4500 International Award 76 591990 J. Adamiak & H. Regiec Adamiak Scholarship 2 1920 Jacober Scholarship 1 3500 James Chambers Scholarship 3 6877 Jesuit Fathers-Summit 2 Scholarship 18 56775 Joseph H. Hodges Scholarship 14 28994 Joseph J & Virginia R Murphy Scholarship 22 35700 Kirby Scholarship 5 16200 Lantz Scholarship 1 4400 Laut Scholarship 7 182265 Leonard P. Riser Memorial Scholarship 2 1260 Lidano DiTrapano Scholarship 3 6296 M. Virginia Greene Scholarship 11 12150 Maier Foundation 1 15000 Marchlenski Education Fund Scholarship 2 4000 Margaret Hess Scholarship 1 3000 Mark Bischoff Award 1 250 Mary M. Szitar Scholarship 5 8361 Maurice & Virginia Cogan Scholarship 4 14415 McConnell Scholarship 9 28923 McCune/Greene County Scholarship 8 22600 McShain Minority Scholarship 4 6300 Merlo Scholarship 2 4900 Mount de Chantal Music Scholarship 3 30000 Music Ministry Award 24 47000 National Automobile Dealers Charitable Foundation 7 7000 Nolan Lacey Kirk Memorial Scholarship 3 5500 Ogden Newspapers, Inc. 1 2500 Opportunity Scholarship 73 319825 OVAASA Scholarship 1 3000 Philadelphia Alumni Scholarship - Rev. Charles Currie, SJ 1 1500 Presidential Scholarship 139 1242500 Pride Scholarship 2 3650 R. Winkler Memorial Scholarship 1 2600 Rabbi Helman Prize 1 240 Rakosky Memorial Scholarship 1 2000 Rev. Edward Gannon Scholarship 6 7100 RN/BSN/MSN On-Line Scholarship 5 11700 Room Remission 3 12806 Sally O. Bodkin Music Scholarship 1 2000 Schafer Scholarship Fund 5 24500 Schenk Foundation Scholarship (WVICU) 1 5000 Schenk Scholarship 3 4500 Schroer Family Fund 10 4285 Septimi (Class of 65) Scholarship 1 2000 Summit 2000 1 1500 Symphonic Band Instrumental Music Award 13 26000 T. Eick Memorial Scholarship 3 4192 The H.B. Wehrle Foundation 1 10000 Troy Endowment Scholarship 2 2649 UPS Scholarship/WVICU 1 2450 Vicky L. DiPiero, '65 Diversity Scholarship 1 500 W E Stone Foundation 1 5000 Werner Ritz Pre-Med Scholarship 3 15500 Wertz Scholarship 1 2283 Wesbanco Scholarship 1 10000 Wheeling Jesuit Auction Scholarship 1 1000 Wheeling Jesuit Grant 364 2081580 William & Col. Carol Yarnall Scholarship 1 3500 William Randolph Hearst Foundation 3 11250 WJU Award 4 15750 WJU Charter Guild Endowment Scholarship 1 2660 WJU Diocesan Scholarship 1 5600 WJU Pep Band Award 8 8000 WJU Rugby Award 47 356620 Wood County/McDonough Scholarship 3 14000 WV center for Nursing 1 1000 Yellow Ribbon Program - VA 1 560 Schedule I, Part I, Line 2 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. X 1 1 X X X 0 0 0 0 0 0 0 0 0 Eugene Grilli Chief Financial Officer 190277 0 0 0 0 0 0 0 19200 0 209477 0 Sarah Kelly VP of Advancement 146330 0 0 0 8400 0 0 0 16536 0 171266 0 George Joseph Executive Vice President 162846 0 0 0 0 0 0 0 0 0 162846 0 0 0 Schedule J, Part I, Line 1a 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. A County Commission of Ohio County West Virginia 556009203 677318BD8 2006-12-05 11986149 Restructure Debt 0 0 0 A 5000 0 11986149 0 0 10240683 245466 0 0 0 1500000 0 2006 1 0 1 1 A 0 0 0 0 0 0 0 0 0 1 A 0 0 0 0 0 0 0 0 1 A 1 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. 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 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 The Bishops Fund c 9600000 Cash Transaction Diocese of Wheeling Charleston e 3000000 Cash Transaction 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