2015-03-27T09:10:33-07:00 2014-06-30 990 2013-07-01 550394213 WHEELING JESUIT UNIVERSITY INC WHEE 3042432000 316 Washington Ave Wheeling WV 26003 Eugene Grilli Chief Financial Officer 3042432000 2015-03-27 2013 2016-02-25 16:41:14Z Rev James Fleming 316 Washington Ave Wheeling WV 26003 72773514 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 26 953 2 602 -96493 7376084 6898385 37997785 40180131 241331 487000 374320 489044 45989520 48054560 12454172 13174295 0 0 20322825 20038067 0 0 602638 15678359 16637379 48455356 49849741 -2465836 -1795181 71671730 69930895 46192348 46011909 25479382 23918986 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 39783505 13174296 44779131 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. 3274225 0 3275429 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 43057730 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 1 116 0 1 953 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 Cullen Board Member 0 0 X 0 0 0 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 Margaret Helm Board Member 0 0 X 0 0 0 Simon Hendry SJ Board Menber 0 0 X 0 0 0 George Joseph Board Member 0 0 X 0 0 0 Adam Monks Board Member 0 0 X 0 0 0 Jeanne Neff 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 40 X X 0 0 0 Harry Geig 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 Larry Vallar Vice president of Enrollment mamagement 40 0 X 174861 0 17244 Richard Beyer President 40 0 X 125000 0 17876 Donald Kaminski Director of Human Resources 40 0 X 107005 0 15852 Kevin Lusk Chief financial officer 40 0 X 83347 0 17643 Alan Sherwin Director of Washington Operations 40 0 X 109609 0 6589 Allen Marangoni Professor 40 0 X 85316 0 17476 Jeffery Reynolds Technology Transfer Engineer 40 0 X 94298 0 11241 Matthew Briston Technology Transfer Outreach Manager 40 0 X 91543 0 11710 Christine Ohl-Gigliotti Dean of Student Development 40 0 X 100670 0 2916 971649 0 118547 5 0 1 0 Parkhurst Dining Services PO Box 6440914 Pittsburgh PA 15264 Dining Services 1702804 Ellucian 4375 Fair Lakes Ct Fairfax VA 22033 Software Services 220743 Volpatt Contruction 100 Castleview Road Pittsburgh PA 15324 Construction Services 593328 Momentum 1520 4th Ave Seattle WA 98101 Installation Services 1466126 N F Mansutto 116 Wood Street Martins Ferry OH 43935 Roofing Services 158183 8 0 0 0 0 3571303 3327082 0 6898385 Gross Tuition and fees 611310 35057436 35057436 0 0 Auxiliary Enterprises 721000 4603941 4603941 0 0 518754 518754 0 0 40180131 333745 333745 0 0 0 0 0 0 488442 0 0 488442 72704 0 72102 0 602 0 602 0 602 0 24800107 0 24646852 0 153255 0 153255 153255 0 0 0 0 48054560 40667131 602 488442 0 0 13174295 13174295 0 0 0 0 971649 656297 315352 0 0 0 0 0 14263009 12009886 1900439 352684 578200 480719 84096 13385 2850362 2369808 414568 65986 1374847 1143055 199963 31829 0 0 0 0 213989 0 213989 0 98625 0 98625 0 0 0 0 0 0 0 45000 0 45000 0 3527695 2880912 586848 59935 139178 117752 21426 0 428451 306333 84518 37600 737259 377564 359498 197 0 0 0 0 2310715 1870450 440265 0 1005931 918198 70416 17317 0 0 0 0 0 0 2620772 2429255 191517 0 0 0 0 0 2046605 2046605 0 0 309763 331 309432 0 Supplies 331867 327880 3722 265 Repairs 459593 420952 36542 2099 Special Programs 405632 232422 170315 2895 Athletic Expenses 419047 419047 0 0 1537257 875969 642842 18446 49849741 43057730 6189373 602638 2177287 968892 0 1092260 1055586 871093 1255981 2484955 2548910 743364 731193 111061356 63941015 45905565 47120341 16809175 14426429 1588031 1823563 71671730 69930895 1641107 1592703 1674300 1491119 12396082 12232150 27086337 27181621 3394522 3514316 46192348 46011909 X 6364654 6053551 8796030 7721523 10318698 10143912 25479382 23918986 71671730 69930895 -1795181 234785 0 0 0 0 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 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 15496477 275954 1701956 787688 0 0 16686699 0.01 0.99 0 0 0 0 1071817 1071817 0 73188035 31305662 41882373 0 5065302 3312882 1752420 0 31464433 29173157 2291276 0 271769 149314 122455 47120341 Agency Funds 468559 Refundable advances from the US govt 2710358 Postretirement Obligation 335399 3514316 X 48361447 234785 0 0 72102 306887 48054560 0 0 0 48054560 49921843 0 0 0 72102 72102 49849741 0 0 0 49849741 Schedule D, Part V, Line 4 The endowment is used to provide Scholarships to the students of the University. 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, 2014 or 2013, 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, 2014 or 2013, respectively. The University is no longer subject to examination by taxing authorities for years before 2010. The University does not expect the total amount of unrecognized tax benefits 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 Admission Award 12 41969 Admission Award I 6 5300 Admission Award II 10 32101 Admission Award III 49 138190 Aluise Family Scholarship 2 4000 Arrupe Award 40 55750 Athletic Book Grant 7 5069 Benedum Scholarship 8 9574 Bernard & Blanche Jacobson Scholarship 1 10000 Bernard McDonough Scholarship 1 6250 Berthold/Neal Family Endowed Scholarship 7 8000 Bishop Hodges Scholarship - BB&T 2 6400 Bishop Hodges Scholarship - Wesbanco 1 4200 Board of Directors Scholarship 7 10800 Buckius-Burke Scholarship 1 2000 Buckius/Loyola Scholarship 3 2900 CONSOL Fund Scholarship 1 4596 Campion Athletic Grant 286 1824401 Cancer Research Classic Scholarship 5 86800 Carrigan Alumni Scholarship 5 5376 Catholic High School Scholarship 144 139635 Chiccarella Scholarship 1 1000 Choral Award 22 19870 Class of 1972 Scholarship 1 1000 Class of 1974 Scholarship 2 1800 Cogan Memorial Scholarship 3 6949 Community Connection Grant 196 2001285 Dean's Award 200 1848080 Diocesan Scholarship 19 9454 Diocese of Wheeling/Charleston Grant 25 343000 Dominion Foundation Scholarship 1 5000 Dr. John A Hollingsworth Scholarship 1 2000 Dr. Lee Jones Scholarship 2 2489 Edouard S. & Simone J. Ziegler Scholarship 7 8073 Engineering Science Scholarship 16 29000 Evening Division Scholarship 14 19800 Federal SEOG Grant 214 195443 Federal TEACH Grant 4 15040 Florence Irene Nesbitt Scholarship 5 6966 George E. Stifel Scholarship 3 10358 Graduate Tuition Discount 7 13809 Guy & Marie Paull Biery Scholarship 9 25140 Hacala Family Scholarship 3 9350 Hanzely Scholarship 3 3500 Hawk Scholarship 19 36000 Hearst Scholarship 3 4015 High School Auction Scholarship 1 1000 Hospital Tuition Discount 11 8416 Iggy Mascot Award 3 5000 International Scholarship 50 440000 J. Adamiak & H. Regiec Adamiak Scholarship 2 2800 Jacober Scholarship 1 3500 James Chambers Scholarship 2 6500 James Gourley Symphonic Band Scholarship 17 32330 Jesuit Fathers-Summit 2 Scholarship 25 72687 Joseph H. Hodges Scholarship 20 35460 Joseph J & Virginia R Murphy Scholarship 8 12839 Kirby Scholarship 3 11000 Knights of Columbus-Endowed 2 2000 Laut Scholarship 8 210680 Leonard P. Riser Memorial Scholarship 2 930 Lidano DiTrapano Scholarship 1 1245 Linda Baron Memorial Scholarship 1 1290 M. Virginia Greene Scholarship 6 11546 Maier Foundation 1 10000 Margaret Hess Scholarship 3 4750 Mary M. Szitar Scholarship 4 8022 McConnell Scholarship 3 11300 McCune/Greene County Scholarship 9 18723 McShain Minority Scholarship 2 3000 Mount de Chantal Music Scholarship 1 10000 Music Ministry Award 35 68900 Nolan Lacey Kirk Memorial Scholarship 1 1440 OVAASA Scholarship 1 3000 Philadelphia Alumni Scholarship - Rev. Charles Currie, SJ 1 223 Presidential Scholarship 203 2274413 Pride Scholarship 1 3041 R. Winkler Memorial Scholarship 1 2800 RN/BSN/MSN On-Line Scholarship 3 5940 Rev. Edward Gannon Scholarship 5 13984 Rev. James A O'Brien, SJ, PhD 2 3000 Robert & Mimie O'Hara Helm Scholarship 1 5004 Room Remission 2 5140 Sally O. Bodkin Music Scholarship 2 4000 Schafer Scholarship Fund 3 8500 Schenk Foundation Scholarship (WVICU) 1 5000 Schenk Scholarship 6 11000 Septimi (Class of 65) Scholarship 3 6150 Summit 2000 3 5757 Symphonic Band Instrumental Music Award 2 4000 T. Eick Memorial Scholarship 3 4918 This Land is Home To Me Scholarship 1 1037 Troy Endowment Scholarship 2 2378 UPS Scholarship/WVICU 1 2400 WJU Award 85 648078 WJU Charter Guild Endowment Scholarship 1 2200 WJU Pep Band Award 15 12665 WJU Rugby Award 44 386550 WV Emulation Scholarship 5 17090 Wertz Scholarship 1 1780 Wheeling Jesuit Auction Scholarship 1 1000 Wheeling Jesuit Grant 377 1681694 William & Col. Carol Yarnall Scholarship 3 7250 Wood County/McDonough Scholarship 5 15536 Rabbi Helman Prize 1 136 Schroer family fund 17 8370 Gallagher Memorial 1 400 Mark Bischof medal 1 250 Haig sceince 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 X X 1 0 0 0 0 0 0 0 0 Larry Vallar Vice president of Enrollment mamagement 92929 0 81932 0 0 0 1806 0 15438 0 192105 0 0 0 Richard Beyer President 0 0 125000 0 0 0 7867 0 10009 0 142876 0 Kevin Lusk Chief financial officer 34576 0 48771 0 0 0 8968 0 8675 0 100990 0 0 Schedule J, Part I, Line 3 The university paid compensation and benefits of $505,934 to the Wheeling Jesuit community of the society of Jesus, the founders of Wheeling Jesuit University, for instructional, administrative, and institutional services. Schedule J, Part I, Line 4 Larry Vallar received a severance payment of $81,932. Kevin Lusk received a severance payment of $48,771. Richard Beyer received a separation payment of $125,000. A County Commission of Ohio County West Virginia 556009203 677318BD8 2006-12-05 11986149 Restructure Debt 0 0 0 B Ohio County West Virginia Building Commisssion 556009203 677309BK1 2006-12-05 1194600 Restructure Debt 0 0 0 A 5000 0 11986149 0 0 10240683 245466 0 0 0 1500000 0 2009 1 0 1 1 B 1030000 0 1194600 0 0 1175883 18717 0 0 0 0 0 2032 1 0 1 1 A 0 0 0 0 0 0 0 1 0 1 B 0 0 0 0 0 0 0 1 0 1 A 0 0 0 0 0 0 0 0 1 B 0 0 0 0 0 0 0 0 1 A 1 B 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 universities website. The code of ethics statement contains verbiage that addresses our position with the appearance of conflict between personal and institutional interests.