WHEELING JESUIT UNIVERSITY INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- WHEELING JESUIT UNIVERSITY INC (EIN 55-0394213)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-04-03
- IRS object ID
- 201400939349300720
- Schema version
- 2012v2.0
- 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 I
- Schedule J
- Schedule K
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-04-03T13:25:30-07:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 550394213 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHEELING JESUIT UNIVERSITY INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WHEE | NameControl |
| Phone | 3042432000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 316 Washington Ave | AddressLine1 |
| City | Wheeling | City |
| State | WV | State |
| ZIP Code | 26003 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Eugene Grilli | Name |
| Title | Chief Financial Officer | Title |
| Phone | 3042432000 | Phone |
| Date Signed | 2014-04-03 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Rev James Fleming | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 316 Washington Avenue | AddressLine1 |
| City | Wheeling | City |
| State | WV | State |
| ZIP Code | 26003 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 47091957 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | wju.edu | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1954 | YearFormation |
| State Legal Domicile | WV | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 24 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 23 | NbrIndependentVotingMembers |
| Total Nbr Employees | 978 | TotalNbrEmployees |
| Total Nbr Volunteers | 2 | TotalNbrVolunteers |
| Total Gross UBI | -30349 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -30349 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 10543375 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 7376084 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 33643974 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 37997785 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1957589 | InvestmentIncomePriorYear |
| Investment Income Current Year | 241331 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 528356 | OtherRevenuePriorYear |
| Other Revenue Current Year | 374320 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 46673294 | TotalRevenuePriorYear |
| Total Revenue Current Year | 45989520 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 11038178 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 12454172 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 20633234 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 20322825 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 407633 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 16616107 | OtherExpensePriorYear |
| Other Expenses Current Year | 15678359 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 48287519 | TotalExpensesPriorYear |
| Total Expenses Current Year | 48455356 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -1614225 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -2465836 | RevenuesLessExpensesCY |
| Total Assets BOY | 73146583 | TotalAssetsBOY |
| Total Assets EOY | 71671730 | TotalAssetsEOY |
| Total Liabilities BOY | 45266291 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 46192348 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 27880292 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 25479382 | NetAssetsOrFundBalancesEOY |
| Mission Description | 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 | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 37497656 | Expense |
| Grants | 12454172 | Grants |
| Revenue | 41686228 | Revenue |
| Description | 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. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 3606939 | Expense |
| Grants | 0 | Grants |
| Revenue | 4303292 | Revenue |
| Description | 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. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 0 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 0 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 0 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 41104595 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 105 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 978 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 24 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 23 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | WV | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Steve Criniti | NamePerson |
| Telephone Number | 3042432424 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 316 Washington Avenue | AddressLine1 |
| City | Wheeling | City |
| State | WV | State |
| ZIP Code | 26003 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (32 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| 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 | ||
| William Rickle SJ | ||||||||
| 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 | ||
| Robert Knott | ||||||||
| 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 | ||
| Richard Beyer | ||||||||
| President | 40 | 0 | X | 258669 | 0 | 20203 | X | |
| Larry Vallar | ||||||||
| Vice President Enrollment Mgt | 40 | 0 | 174772 | 0 | 16498 | X | ||
| Stephen Stahl | ||||||||
| Academic Dean | 40 | 0 | 146319 | 0 | 4780 | X | ||
| Kevin Lusk | ||||||||
| Chief Financial Officer | 40 | 0 | 149006 | 0 | 14608 | X | ||
| Donald Kaminski | ||||||||
| Director of Human Resources | 40 | 0 | 92728 | 0 | 6767 | X | ||
| Chuck Wood | ||||||||
| Director of CET | 40 | 0 | 124600 | 0 | 17742 | X | ||
| Monica Kennison | ||||||||
| Director of Nursing | 40 | 0 | 120010 | 0 | 6317 | X | ||
| Alan Sherwin | ||||||||
| Director of Washington Operations | 40 | 0 | 109242 | 0 | 7567 | X | ||
| Christine Ohl-Gigliotti | ||||||||
| Dean of Student Development | 40 | 0 | 100303 | 0 | 2905 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1275649 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 97387 | TotalOtherCompensation |
| Number Individuals GT100 K | 9 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Parkhurst Dining Services | |||||
| PO Box 6440914 | Pittsburgh | PA | 15264 | Dining Services | 1648694 |
| Datatel Inc | |||||
| 4375 Fair Lakes Ct | Fairfax | VA | 22033 | Software Services | 195160 |
| Beyond Marketing | |||||
| 1618 Jacob Street | Wheeling | WV | 26003 | Marketing | 164154 |
| Panhandle Cleaning & Restoration | |||||
| 42 38th Street | Wheeling | WV | 26003 | Cleanig and Restoration | 150140 |
| Central Cab Company | |||||
| 155 Industry Street | Waynesburg | PA | 15370 | Travel Services | 127120 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| Federated Campaigns | 0 | FederatedCampaigns |
| Membership Dues | 0 | MembershipDues |
| Fundraising Events | 0 | FundraisingEvents |
| Related Organizations | 0 | RelatedOrganizations |
| Government Grants | 4606146 | GovernmentGrants |
| All Other Contributions | 2769938 | AllOtherContributions |
| Noncash Contributions | 0 | NoncashContributions |
| Total Contributions | 7376084 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| Gross tuition and fees | 611310 | 32492674 | 32492674 | 0 | $0 |
| Auxiliary enterprises | 721000 | 5059206 | 5059206 | 0 | $0 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 445905 | TotalRevenueColumn |
| Related Or Exempt Function Income | 445905 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 37997785 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 226773 | TotalRevenueColumn |
| Related Or Exempt Function Income | 226773 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 404669 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $404,669 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 73674 | Real |
| Personal | 0 | Personal |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 104023 | Real |
| Personal | 0 | Personal |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -30349 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -30349 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -30349 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1012972 | Securities |
| Other | 0 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 998414 | Securities |
| Other | 0 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 14558 | Securities |
| Other | 0 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 14558 | TotalRevenueColumn |
| Related Or Exempt Function Income | 14558 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrbtns Rprtd Fundraising Events | 0 | CntrbtnsRprtdFundraisingEvents |
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 45989520 | TotalRevenueColumn |
| Related Or Exempt Function Income | 38239116 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -30349 | UnrelatedBusinessRevenue |
| Exclusion | $404,669 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12454172 | Total |
| Program Services | 12454172 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1275649 | Total |
| Program Services | 508917 | ProgramServices |
| Management And General | 766732 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14404374 | Total |
| Program Services | 11943455 | ProgramServices |
| Management And General | 2272655 | ManagementAndGeneral |
| Fundraising | 188264 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 588346 | Total |
| Program Services | 477195 | ProgramServices |
| Management And General | 104087 | ManagementAndGeneral |
| Fundraising | 7064 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2791283 | Total |
| Program Services | 2263952 | ProgramServices |
| Management And General | 493817 | ManagementAndGeneral |
| Fundraising | 33514 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1263173 | Total |
| Program Services | 1024534 | ProgramServices |
| Management And General | 223473 | ManagementAndGeneral |
| Fundraising | 15166 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 367900 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 367900 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 78250 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 78250 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22500 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 22500 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 115246 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 115246 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 170663 | Total |
| Program Services | 9070 | ProgramServices |
| Management And General | 161593 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 517550 | Total |
| Program Services | 302033 | ProgramServices |
| Management And General | 169399 | ManagementAndGeneral |
| Fundraising | 46118 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 485126 | Total |
| Program Services | 344445 | ProgramServices |
| Management And General | 140681 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1999663 | Total |
| Program Services | 1606842 | ProgramServices |
| Management And General | 392821 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1182795 | Total |
| Program Services | 961802 | ProgramServices |
| Management And General | 194292 | ManagementAndGeneral |
| Fundraising | 26701 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2586222 | Total |
| Program Services | 2438055 | ProgramServices |
| Management And General | 148167 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1920185 | Total |
| Program Services | 1920185 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 269765 | Total |
| Program Services | 332 | ProgramServices |
| Management And General | 269433 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Contract Services | 3309791 | 2506701 | 753993 | 49097 |
| Supplies | 213462 | 263658 | -61899 | 11703 |
| Repairs | 420137 | 344048 | 72978 | 3111 |
| Special Programs | 335971 | 222117 | 113854 | 0 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1683133 | Total |
| Program Services | 1513082 | ProgramServices |
| Management And General | 143156 | ManagementAndGeneral |
| Fundraising | 26895 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 48455356 | Total |
| Program Services | 41104595 | ProgramServices |
| Management And General | 6943128 | ManagementAndGeneral |
| Fundraising | 407633 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2702272 | BOY |
| EOY | 2177287 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 782541 | BOY |
| EOY | 1092260 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 388526 | BOY |
| EOY | 871093 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2426317 | BOY |
| EOY | 2484955 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 762379 | BOY |
| EOY | 743364 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 107810718 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 61905153 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 47235055 | BOY |
| EOY | 45905565 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17355697 | BOY |
| EOY | 16809175 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1493796 | BOY |
| EOY | 1588031 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 73146583 | BOY |
| EOY | 71671730 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1544317 | BOY |
| EOY | 1641107 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1298840 | BOY |
| EOY | 1674300 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12550016 | BOY |
| EOY | 12396082 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26491669 | BOY |
| EOY | 27086337 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3381449 | BOY |
| EOY | 3394522 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45266291 | BOY |
| EOY | 46192348 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9762157 | BOY |
| EOY | 6364654 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7824249 | BOY |
| EOY | 8796030 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10293886 | BOY |
| EOY | 10318698 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27880292 | BOY |
| EOY | 25479382 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 73146583 | BOY |
| EOY | 71671730 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -2465836 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 64926 | ReconciliationUnrealizedInvest |
| Reconcilation Donated Services | 0 | ReconcilationDonatedServices |
| Reconcilation Invest Expenses | 0 | ReconcilationInvestExpenses |
| Reconcilation Prior Adjustment | 0 | ReconcilationPriorAdjustment |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 19271516 | BeginningOfYearBalance |
| Contributions | 400219 | Contributions |
| Investment Earnings Or Losses | 287117 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 736635 | GrantsOrScholarships |
| Other Expenditures | 465201 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 18757016 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 19700287 | BeginningOfYearBalance |
| Contributions | 223491 | Contributions |
| Investment Earnings Or Losses | 72005 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 724267 | GrantsOrScholarships |
| Other Expenditures | 0 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 19271516 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 16686699 | BeginningOfYearBalance |
| Contributions | 199726 | Contributions |
| Investment Earnings Or Losses | 3617439 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 803577 | GrantsOrScholarships |
| Other Expenditures | 0 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 19700287 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 15496477 | BeginningOfYearBalance |
| Contributions | 275954 | Contributions |
| Investment Earnings Or Losses | 1701956 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 787688 | GrantsOrScholarships |
| Other Expenditures | 0 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 16686699 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 18505340 | BeginningOfYearBalance |
| Contributions | 630791 | Contributions |
| Investment Earnings Or Losses | -2642520 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 997134 | GrantsOrScholarships |
| Other Expenditures | 0 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 15496477 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.13 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.87 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 1091817 | OtherCostOrOtherBasis |
| Book Value | 1091817 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 72211155 | OtherCostOrOtherBasis |
| Depreciation | 29836687 | Depreciation |
| Book Value | 42374468 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 3547435 | OtherCostOrOtherBasis |
| Depreciation | 3254716 | Depreciation |
| Book Value | 292719 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 30688542 | OtherCostOrOtherBasis |
| Depreciation | 28696288 | Depreciation |
| Book Value | 1992254 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 271769 | OtherCostOrOtherBasis |
| Depreciation | 117462 | Depreciation |
| Book Value | 154307 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 45905565 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Refundable advances from the US Govt | $2,710,358 |
| Postretirement benefit obligation | $304,895 |
| Agency Funds | $379,269 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 3394522 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 46158469 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 64926 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 0 | DonatedSrvcAndUseOfFacilities |
| Recoveries Of Prior Year Grants | 0 | RecoveriesOfPriorYearGrants |
| Other Revenues | 0 | OtherRevenues |
| Revenue Not Rptd F990 | 64926 | RevenueNotRptdF990 |
| Revenue Subtotal | 46093543 | RevenueSubtotal |
| Investment Expenses Not Included | 0 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | -104023 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -104023 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 45989520 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 48559379 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 0 | DonatedServicesUseOfFacilities |
| Prior Year Adjustments | 0 | PriorYearAdjustments |
| Losses Reported | 0 | LossesReported |
| Other Expenses Included | 0 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 48559379 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 0 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | -104023 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | -104023 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 48455356 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchD_P05_S00_L04 | Schedule D, Part V, Line 4 | The endowment is used to provide scholarships to the students of the Universtiy |
| SchD_P10_S00_L02 | 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, 2013 or 2012, 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, 2013 or 2012, 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. |
| SchD_P11_S00_L04b | Schedule D, Part XI, Line 4b | Reclassified unrelated business expenses |
| SchD_P12_S00_L04b | Schedule D, Part XII, Line 4b | Reclassified unrelated business expenses |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 0 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchE_P01_S00_L03 | Identifier |
| Return Reference | Schedule E, Part I, Line 3 | ReturnReference |
| Explanation | 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 slitting for students. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (107 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| Admission Award | 9 | 33084 |
| Admission Award I | 5 | 4300 |
| Admission Award II | 11 | 36601 |
| Admission Award III | 69 | 204055 |
| Aluise Family Scholarship | 3 | 4000 |
| Arrupe Award | 35 | 49500 |
| Athletic Book Grant | 11 | 8530 |
| Benedum Scholarship | 8 | 10674 |
| Bernard & Blanche Jacobson Scholarship | 1 | 10000 |
| Bernard McDonough Scholarship | 1 | 10000 |
| Berthold/Neal Family Endowed Scholarship | 6 | 5960 |
| Bishop Hodges Scholarship - BB&T | 2 | 6000 |
| Board of Directors Scholarship | 3 | 7500 |
| Buckius-Burke Scholarship | 1 | 4000 |
| Buckius/Loyola Scholarship | 2 | 4291 |
| CONSOL Fund Scholarship | 1 | 4596 |
| Campion Grant | 104 | 701784 |
| Campion Grant | 172 | 801617 |
| Cardinal Athletic Club Scholarship | 6 | 5500 |
| Carrigan Alumni Scholarship | 4 | 5200 |
| Cary Foundation and Kanawha County Area | 1 | 15000 |
| Catholic High School Scholarship | 142 | 139165 |
| Chiccarella Scholarship | 1 | 1000 |
| Choral Award | 18 | 18000 |
| Class of 1972 Scholarship | 1 | 2500 |
| Class of 1974 Scholarship | 1 | 1200 |
| Cogan Memorial Scholarship | 4 | 7359 |
| Community Connection Grant | 135 | 1245585 |
| Dean's Award | 202 | 2033080 |
| Diocesan Scholarship | 28 | 15900 |
| Diocese of Wheeling/Charleston Grant | 20 | 273000 |
| Dominion Foundation Scholarship | 1 | 5000 |
| Dr. Lee Jones Scholarship | 1 | 989 |
| Edouard S. & Simone J. Ziegler Scholarship | 7 | 10270 |
| Evening Division Scholarship | 8 | 12090 |
| Federal SEOG Grant | 165 | 195443 |
| Federal TEACH Grant | 5 | 18000 |
| Florence Irene Nesbitt Scholarship | 2 | 2966 |
| Frank Kirk Memorial Scholarship | 1 | 1440 |
| George E. Stifel Scholarship | 5 | 14704 |
| Graduate Tuition Discount | 10 | 26273 |
| Guy & Marie Paull Biery Scholarship | 13 | 35199 |
| Hacala Family Scholarship | 3 | 9350 |
| Hanzely Scholarship | 3 | 3500 |
| Hawk Scholarship | 16 | 36000 |
| Hearst Scholarship | 5 | 6865 |
| High School Auction Scholarship | 3 | 3000 |
| Hospital Tuition Discount | 12 | 8613 |
| Iggy Mascot Award | 3 | 5500 |
| International Scholarship | 37 | 285500 |
| J. Adamiak & H. Regiec Adamiak Scholarship | 2 | 2800 |
| James Chambers Scholarship | 2 | 5000 |
| Jesuit Community Fund | 1 | 2000 |
| Jesuit Fathers-Summit 2 Scholarship | 10 | 32649 |
| Joseph H. Hodges Scholarship | 15 | 26360 |
| Joseph J & Virginia R Murphy Scholarship | 7 | 14975 |
| Kirby Scholarship | 4 | 8624 |
| Lantz Scholarship | 1 | 590 |
| Laut Scholarship | 8 | 194898 |
| Leonard P. Riser Memorial Scholarship | 2 | 930 |
| Lidano DiTrapano Scholarship | 3 | 6490 |
| Linda Baron Memorial Scholarship | 1 | 1200 |
| M. Virginia Greene Scholarship | 6 | 12296 |
| Maier Foundation | 1 | 10000 |
| Margaret Hess Scholarship | 2 | 1260 |
| Mary M. Szitar Scholarship | 4 | 6468 |
| McConnell Scholarship | 2 | 7893 |
| McCune/Greene County Scholarship | 10 | 33393 |
| McShain Minority Scholarship | 2 | 5040 |
| Merlo Scholarship | 2 | 7500 |
| Music Ministry Award | 30 | 69000 |
| OVAASA Scholarship | 1 | 3000 |
| Oakland Catholic High School | 1 | 1000 |
| Philadelphia Alumni Scholarship - Rev. Charles Currie, SJ | 1 | 2000 |
| Philip E. Cline Scholarship | 1 | 1300 |
| Presidential Scholarship | 253 | 2982945 |
| Pride Scholarship | 1 | 3113 |
| R. Winkler Memorial Scholarship | 1 | 2800 |
| RN/BSN/MSN On-Line Scholarship | 8 | 12000 |
| Rakosky Memorial Scholarship | 1 | 846 |
| Rev. Edward Gannon Scholarship | 3 | 9100 |
| Robert & Mimie O'Hara Helm Scholarship | 1 | 9272 |
| Room Remission | 1 | 5500 |
| Schenk Foundation Scholarship (WVICU) | 1 | 5000 |
| Schenk Scholarship | 2 | 2940 |
| Shroer Family Fund | 14 | 5871 |
| Septimi (Class of 65) Scholarship | 3 | 6150 |
| St. Partrick Weston Scholarship | 1 | 3297 |
| Summit 2000 | 2 | 4257 |
| Symphonic Band Instrumental Music Award | 9 | 8500 |
| T. Eick Memorial Scholarship | 2 | 3518 |
| Teen of Week Scholarship | 6 | 1250 |
| This Land is Home To Me Scholarship | 1 | 1038 |
| Troy Endowment Scholarship | 2 | 2378 |
| UPS Scholarship/WVICU | 1 | 2400 |
| Vicky L. DiPiero, '65 Diversity Scholarship | 1 | 2000 |
| WJU Award | 136 | 1066464 |
| WJU Pep Band Award | 8 | 7250 |
| WJU Varsity Sport Scholarship | 25 | 262430 |
| WV Emulation Scholarship | 6 | 15337 |
| WV Space Grant Scholarship | 14 | 11000 |
| WV center for Nursing | 2 | 2000 |
| Wertz Scholarship | 1 | 1780 |
| Wheeling Jesuit Grant | 299 | 1183248 |
| William & Col. Carol Yarnall Scholarship | 1 | 750 |
| Wood County/McDonough Scholarship | 5 | 15078 |
| Yellow Ribbon Program - VA | 2 | 8313 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchI_P01_S00_L02 | Identifier |
| Return Reference | Schedule I, Part I, Line 2 | ReturnReference |
| Explanation | 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. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (4 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Richard Beyer | ||||||||||||||
| President | 258669 | 0 | 0 | 0 | 0 | 0 | 15156 | 0 | 4447 | 0 | 278272 | 0 | 0 | 0 |
| Larry Vallar | ||||||||||||||
| Vice President Enrollment Mgt | 174772 | 0 | 0 | 0 | 0 | 0 | 10811 | 0 | 5687 | 0 | 191270 | 0 | 0 | 0 |
| Kevin Lusk | ||||||||||||||
| Chief Financial Officer | 149006 | 0 | 0 | 0 | 0 | 0 | 9251 | 0 | 5357 | 0 | 163614 | 0 | 0 | |
| Stephen Stahl | ||||||||||||||
| Academic Dean | 146319 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 4780 | 0 | 151099 | 0 | 0 | |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchJ_P01_S00_L01a | Identifier |
| Return Reference | Schedule J, Part I, Line 1a | ReturnReference |
| Explanation | Richard Beyer received a housing allowance of $5,400.00. Cecilia Zoltanski received a housing allowance of $5,175.00. Stephen Stahl received a housing allowance of $5,400.00. Eric Tabor received a housing allowance of $4,950.00. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (2 entries)
| Bond ReferenceBondReferenceCd | Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|---|
| County Commission of Ohio County West Virginia | ||||||||
| A | 556009203 | 677318BD8 | 2006-12-05 | 11986149 | Restructure Debt | 0 | 0 | 0 |
| Ohio County West Virginia Building Commisssion | ||||||||
| B | 556009203 | 677309BK1 | 2006-12-05 | 1194600 | Restructure Debt | 0 | 0 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)
| Bond ReferenceBondReferenceCd | Amount RetiredAmountRetired | Amount Bond DefeasedAmountBondDefeased | Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Capitalized InterestCapitalizedInterest | Refunding EscrowRefundingEscrow | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Credit EnhancementCreditEnhancement | Working Capital ExpendituresWorkingCapitalExpenditures | Capital ExpendituresCapitalExpenditures | Other Spent ProceedsOtherSpentProceeds | Amount UnspentAmountUnspent | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 5000 | 0 | 11986149 | 0 | 0 | 10240683 | 245466 | 0 | 0 | 0 | 1500000 | 0 | 2009 | 1 | 0 | 1 | 1 |
| B | 855000 | 0 | 1194600 | 0 | 0 | 1175883 | 18717 | 0 | 0 | 0 | 0 | 0 | 1 | 0 | 1 | 1 |
Form990 Schedule K Part III Form990ScheduleKPartIII (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Bond Iss Meet Prvt Security Pay TestBondIssMeetPrvtSecurityPayTest | Change In Use Bond Financed PropChangeInUseBondFinancedProp | Non Qualified Bond Remed ProcdrsNonQualifiedBondRemedProcdrs |
|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 1 | 0 | 1 |
| B | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 1 | 0 | 1 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiled | Rebate Not Due YetRebateNotDueYet | Exception To RebateExceptionToRebate | No Rebate DueNoRebateDue | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Written Proc To Monitor ReqsWrittenProcToMonitorReqs |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 1 |
| B | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 1 |
Form990 Schedule K Part V Form990ScheduleKPartV (2 entries)
| Bond ReferenceBondReferenceCd | Proc To Undertk Corrective ActionProcToUndertkCorrectiveAction |
|---|---|
| A | 1 |
| B | 1 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| F990_P06_S0B_L11b | 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. |
| F990_P06_S0B_L12c | 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. |
| F990_P06_S0B_L15 | 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. |
| F990_P06_S0C_L19 | Form 990, Part VI, Section C, Line 19 | - The University submits its financial statements to the Municipal Securities Rulemaking Board 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. |
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