2016-03-31T08:23:41-07:00 2015-06-30 990 2014-07-01 550394213 WHEELING JESUIT UNIVERSITY INC WHEE 3042432000 316 Washington Ave Wheeling WV 26003 Eugene Grilli Chief Financial Officer 3042432000 2016-03-31 2014 2016-08-17 19:52:53Z James Fleming 316 Washington Ave Wheeling WV 26003 62650909 0 X wju.edu X 1954 WV The university is a Catholic liberal arts university founded in 1954. The purpose of the Jesuit education is to provide students who can contribute intelligently to the welfare of society. 27 26 894 2 37687 -58807 6898385 6386036 40180131 39253653 487000 734962 489044 305236 48054560 46679887 13174295 14043116 0 0 20038067 17835088 0 0 704833 16637379 15610111 49849741 47488315 -1795181 -808428 69930895 68380120 46011909 45764457 23918986 22615663 The University is a Catholic liberal arts university founded in 1954. the purpose of the Jesuit education is to provide students who can contribute intelligently to the welfare of society 0 0 38665219 14043116 44881518 Education,General/other: Postsecondary Education: Wheeling Jesuit is a liberal arts university. The purpose is to produce students who can contribute intelligently to the welfare of society. 1729999 0 1798369 Postsecondary education Research: Wheeling Jesuit University received federal dollars for the National Technology Research Center, the Center for Educational Technology Transfer Center and faculty research. 0 0 0 40395218 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 124 0 1 894 1 1 1 0 0 0 0 0 0 0 0 0 X 27 26 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WV X Steve Criniti 3042432424 316 Washington Avenue Wheeling WV 26003 James Dissen Board Member 0 0 X 0 0 0 Jane Straub Friday Board Member 0 0 X 0 0 0 Thomas Gaunt SJ Board Member 0 0 X 0 0 0 Simon Hendry SJ Board Menber 0 0 X 0 0 0 Adam Monks Board Member 0 0 X 0 0 0 Brian O' Donnell SJ Board Member 0 0 X 0 0 0 James O' Malley Board Member 0 0 X 0 0 0 James Smith Board Member 0 0 X 0 0 0 Patricia Weitzel-O' Neill Board Member 0 0 X 0 0 0 James Will Board Member 0 0 X 0 0 0 Jessica Ybanez-Morano Board Member 0 0 X 0 0 0 Robert Young Board Member 0 0 X 0 0 0 Susan Donavon Board Member 0 0 X 0 0 0 Carlos Jimenez Board Member 0 0 X 0 0 0 Rudy Bilich Board Member 0 0 X 0 0 0 William Bresnahan Board Member 0 0 X 0 0 0 Christopher Helmrath Board Member 0 0 X 0 0 0 Robert Knott Board Member 0 0 X 0 0 0 James J Fleming SJ Board Member 40 0 X X 0 0 0 Harry Geib SJ Board Member 0 0 X 0 0 0 Edward Schmitt Board Member 0 0 X 0 0 0 George Schroer Board Member 0 0 X 0 0 0 Christopher Hearing Board Member 0 0 X 0 0 0 Lawrence Bandi Board Member 0 0 X 0 0 0 James Conroy Board Member 0 0 X 0 0 0 John Peck Board Member 0 0 X 0 0 0 Richard Riley Board Member 0 0 X 0 0 0 Donald Kaminski VP of Human Resources 40 0 X 100161 0 17963 Robert Phillips VP of Academics 40 0 X 106497 0 19956 Eugene Grilli Chief Financial Officer 40 0 X 162342 0 0 Sarah Kelly VP of Advancement 40 0 X 151716 0 15135 Allen Marangoni Professor 40 0 X 96431 0 20956 Craig Ruby Director of Physical Therapy 40 0 X 107233 0 5589 Christine Ohl-Gigliotti Dean of Student Development 40 0 X 96555 0 5162 Rebecca Forney Director of Prof Graduate Studies 40 0 X 87241 0 18522 Caterina Abraham Professor 40 0 X 81761 0 21072 989937 0 124355 5 0 1 0 Parkhurst Dining Services PO Box 6440914 Pittsburgh PA 15264 Dining Services 1799177 Ellucian 4375 Fair Lakes Ct Fairfax VA 22033 Software Services 257138 N F Mansutto 116 Wood Street Martins Ferry OH 43935 Roofing Services 150724 Tobey Karg Service Agemcy 4640 Campbell Run Road Pittsburgh PA 15205 Maintenance and repairs 157779 4 0 0 0 0 2114195 4271841 0 6386036 Gross Tuition and fees 611310 34504488 34504488 0 0 Auxiliary Enterprises 721000 4363024 4363024 0 0 386141 386141 0 0 39253653 357750 357750 0 0 0 0 0 0 267549 0 0 267549 131252 0 93565 0 37687 0 37687 0 37687 0 16254669 0 15877457 0 377212 0 377212 377212 0 0 0 0 46679887 39988615 37687 267549 0 0 14043116 14043116 0 0 0 0 989937 469221 369000 151716 12775358 10116790 2352433 306135 0 0 0 0 104477 80347 20655 3475 2863349 2202019 566091 95239 1101967 847452 217862 36653 40055 0 40055 0 118765 0 118765 0 71075 0 71075 0 0 0 0 0 0 0 0 0 0 3209135 2553165 619615 36355 131915 59652 72263 359334 234976 85858 38500 746578 354784 391794 0 0 0 0 0 2379507 1980969 398538 813086 729438 70815 12833 0 0 0 0 0 0 0 0 2611630 2421358 190272 0 0 0 0 0 2191476 2191476 0 0 349791 332 349459 0 Supplies 271863 269132 1668 1063 Repairs 404305 370135 33381 789 Special Programs 252085 101634 147582 2869 Athletic Expenses 485161 485161 0 0 1174350 884061 271083 19206 47488315 40395218 6388264 704833 968892 1670912 1055586 2758623 1255981 1106173 0 0 0 0 2548910 2485783 0 0 731193 711902 111704231 66136491 47120341 45567740 14426429 12173325 0 0 0 0 0 0 1823563 1905662 69930895 68380120 1592703 2143280 0 0 1491119 1347231 12232150 12058182 0 0 0 0 27181621 26677606 0 0 3514316 3538158 46011909 45764457 X 6053551 7155405 7721523 6484924 10143912 8975334 23918986 22615663 69930895 68380120 -808428 -494895 0 0 0 0 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 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 16686699 199726 3617439 803577 0 0 19700287 0.04 0.96 0 0 0 0 1071817 1071817 0 73325136 32836462 40488674 0 5067852 3422817 1645035 0 31967657 29696046 2271611 0 271769 181166 90603 45567740 0 Agency Funds 475504 Refundable advances from the US Govt 2710358 Postretirement Obligation 352296 3538158 X 46278557 -494895 0 0 93565 -401330 46679887 0 0 0 46679887 47581880 0 0 0 93565 93565 47488315 0 0 0 47488315 Schedule D, Part V, Line 4 The Endowment is used to provide Scholarships to the students of the universtiy 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, 2015 or 2014, 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, 2015 or 2014, respectively. The University is no longer subject to examination by taxing authorities for years before 2012. 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 Schedule D, Part XII, Line 2d Reclassified Unrelated business expenses 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 Schedule E, Part I, Line 3 Wheeling Jesuit University has a policy of providing equal opportunity to its employees, students, and applicants for employment. Accordingly no person will be denied admission based on race, color, religion, gender, sexual orientation, national origin, ethnicity, age, marital status, blindness, handicap disability, or disable veteran. This policy is reiterated in all solicitations, newspaper advertisements, and media broadcasts for employment and when soliciting for students. 1 Dean's Award 191 1552700 Presidential Scholarship 119 1135800 Graduate Tuition Discount 11 30733 Bernard McDonough Scholarship 1 6250 Laut Scholarship 7 185280 Maier Foundation 2 6814 International Scholarship 74 625815 Catholic High School Scholarship 144 356630 Dominion Foundation Scholarship 1 5000 Evening Division Scholarship 10 13140 WJU Pep Band Award 14 13000 Campion Athletic Grant 83 788361 Admission Award 9 35469 Admission Award I 3 7500 Admission Award II 10 25800 Admission Award III 42 117540 Music Ministry Award 33 59448 Choral Award 23 20500 RN/BSN/MSN On-Line Scholarship 8 10950 WJU Award 40 295750 Wheeling Jesuit Grant 365 1806736 Wheeling Jesuit Tuition Rebate 10 4100 WJU Diocesan Scholarship 1 9780 Athletic Book Grant 7 6106 Campion Athletic Grant 189 1400512 International Exchange Remission 1 28030 Room Remission 2 8860 Board Remission 1 2620 Community Connection Grant 212 2127730 Troy Endowment Scholarship 3 3520 Arrupe Award 39 55300 Jesuit Fathers-Summit 2 Scholarship 20 50990 George E. Stifel Scholarship 7 32001 Class of 1972 Scholarship 2 1600 T. Eick Memorial Scholarship 2 3718 Benedum Scholarship 7 8700 Lidano DiTrapano Scholarship 3 10428 Buckius/Loyola Scholarship 2 2400 Guy & Marie Paull Biery Scholarship 27 385000 Mary M. Szitar Scholarship 4 7299 Rev. Edward Gannon Scholarship 7 11600 James Chambers Scholarship 6 12628 Board of Directors Scholarship 4 9000 Maurice & Virginia Cogan Scholarship 2 1149 McConnell Scholarship 38 453000 CONSOL Fund Scholarship 1 2346 McCune/Greene County Scholarship 8 15870 Pride Scholarship 1 3200 R. Winkler Memorial Scholarship 1 1446 Margaret Hess Scholarship 6 16825 Septimi (Class of 65) Scholarship 2 3700 Wood County/McDonough Scholarship 6 15250 Hanzely Scholarship 3 3250 Sally O. Bodkin Music Scholarship 2 2552 Carrigan Alumni Scholarship 4 5200 Hawk Scholarship 17 33000 Merlo Scholarship 1 4000 McShain Minority Scholarship 5 8300 Hearst Scholarship 5 7040 Summit 2000 1 750 M. Virginia Greene Scholarship 10 11646 Werner Ritz Pre-Med Scholarship 1 5000 Nolan Lacey Kirk Memorial Scholarship 1 1900 Schafer Scholarship Fund 4 16000 Wertz Scholarship 1 2283 Chiccarella Scholarship 1 1000 Class of 1974 Scholarship 2 1200 Schenk Scholarship 4 7500 J. Adamiak & H. Regiec Adamiak Scholarship 2 2150 Philadelphia Alumni Scholarship - Rev. Charles Currie, SJ 2 2250 Buckius-Burke Scholarship 1 1181 Costain/Giglio-Sallee Memorial 3 3000 Vicky L. DiPiero, '65 Diversity Scholarship 1 4000 Edouard S. & Simone J. Ziegler Scholarship 8 10895 Rakosky Memorial Scholarship 1 2000 Rev. James A O'Brien, SJ, PhD 1 2000 Florence Irene Nesbitt Scholarship 4 5966 Robert & Mimie O'Hara Helm Scholarship 1 5425 Hacala Family Scholarship 1 3020 Berthold/Neal Family Endowed Scholarship 7 8900 Kirby Scholarship 2 7000 Joseph J & Virginia R Murphy Scholarship 51 510019 Hospital Tuition Discount 8 6668 Bishop Michael J. Bransfield Scholarship 22 281400 WJU Rugby Award 49 399640 OVAASA Scholarship 1 3000 Cancer Research Classic Scholarship 3 43500 Engineering Science Scholarship 22 38470 James Gourley Symphonic Band Scholarship 18 34000 Mount de Chantal Music Scholarship 2 20000 High Honors Award 22 42000 60th Anniversary Scholarship 130 345300 WV Space Grant 11 11000 Federal SEOG Grant 224 195443 Federal TEACH Grant 3 11893 UPS Scholarship/WVICU 1 2425 Diocesan Scholarship 23 13200 Bishop Hodges Scholarship - BB&T 2 6800 Joseph H. Hodges Scholarship 21 42502 WV Emulation Scholarship 3 10614 William & Col. Carol Yarnall Scholarship 2 4500 Jacober Scholarship 2 7000 Aluise Family Scholarship 3 5000 Schenk Foundation Scholarship (WVICU) 1 5000 Leonard P. Riser Memorial Scholarship 2 1260 Dr. John A Hollingsworth Scholarship 1 2000 William Randolph Hearst Foundation 5 18750 Class of 1964 Ignatian Scholarship 1 2500 Thomas Ebner Scholarship 1 1000 W E Stone Foundation 1 5000 Rabbi Helman 1 106 F Kirkpatrick 1 500 Lnda Baron 1 1270 Schroer Family Fund 3 3850 Gallagher Memorial Award 1 400 Bischoff Medal 1 250 Marchelinski Education Fund 2 2000 Haig Science Award 1 2523 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 1 0 0 0 0 0 0 0 0 Eugene Grilli Chief Financial Officer 162342 0 0 0 0 0 0 0 0 0 162342 0 0 0 Sarah Kelly VP of Advancement 151716 0 0 0 0 0 0 0 15135 0 166851 0 0 0 Schedule J, Part I, Line 1a Sarah Kelly had a housing allowance Schedule J, Part I, Line 4 Christine Ohl Gigliotti received a severance payment of $82,167. Wheeling Jesuit also paid compensation and benefits of $737,079 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 2032 1 0 1 1 A 0 0 0 0 0 0 0 1 0 1 A 0 0 0 0 0 0 0 0 1 A 1 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 Audit Committee and the Board of Directors for approval prior to submission to the Internal Revenue Service. 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 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 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.