2014-04-03T13:25:30-07:00 2013-06-30 990 2012-07-01 550394213 WHEELING JESUIT UNIVERSITY INC WHEE 3042432000 316 Washington Ave Wheeling WV 26003 Eugene Grilli 3042432000 2014-04-03 2012 2015-11-30 17:44:51Z Rev James Fleming 316 Washington Avenue Wheeling WV 26003 47091957 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. 24 23 978 2 -30349 -30349 10543375 7376084 33643974 37997785 1957589 241331 528356 374320 46673294 45989520 11038178 12454172 0 0 20633234 20322825 0 0 407633 16616107 15678359 48287519 48455356 -1614225 -2465836 73146583 71671730 45266291 46192348 27880292 25479382 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 37497656 12454172 41686228 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. 3606939 0 4303292 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 41104595 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 1 105 0 1 978 1 1 1 0 0 0 0 0 0 0 0 0 X 24 23 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 0 0 X 0 0 0 James Dissen 0 0 X 0 0 0 Jane Straub Friday 0 0 X 0 0 0 Thomas Gaunt SJ 0 0 X 0 0 0 Margaret Helm 0 0 X 0 0 0 Simon Hendry SJ 0 0 X 0 0 0 George Joseph 0 0 X 0 0 0 Adam Monks 0 0 X 0 0 0 Jeanne Neff 0 0 X 0 0 0 Brian O' Donnell SJ 0 0 X 0 0 0 James O' Malley 0 0 X 0 0 0 William Rickle SJ 0 0 X 0 0 0 James Smith 0 0 X 0 0 0 Patricia Weitzel-O' Neill 0 0 X 0 0 0 James Will 0 0 X 0 0 0 Jessica Ybanez-Morano 0 0 X 0 0 0 Robert Young 0 0 X 0 0 0 Susan Donavon 0 0 X 0 0 0 Carlos Jimenez 0 0 X 0 0 0 Robert Knott 0 0 X 0 0 0 Rudy Bilich 0 0 X 0 0 0 William Bresnahan 0 0 X 0 0 0 Christopher Helmrath 0 0 X 0 0 0 Richard Beyer 40 0 X X 258669 0 20203 Larry Vallar 40 0 X 174772 0 16498 Stephen Stahl 40 0 X 146319 0 4780 Kevin Lusk 40 0 X 149006 0 14608 Donald Kaminski 40 0 X 92728 0 6767 Chuck Wood 40 0 X 124600 0 17742 Monica Kennison 40 0 X 120010 0 6317 Alan Sherwin 40 0 X 109242 0 7567 Christine Ohl-Gigliotti 40 0 X 100303 0 2905 1275649 0 97387 9 0 1 0 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 5 0 0 0 0 4606146 2769938 0 7376084 Gross tuition and fees 611310 32492674 32492674 0 0 Auxiliary enterprises 721000 5059206 5059206 0 0 445905 445905 0 0 37997785 226773 226773 0 0 0 0 0 0 404669 0 0 404669 73674 0 104023 0 -30349 0 -30349 0 -30349 0 1012972 0 998414 0 14558 0 14558 14558 0 0 0 0 45989520 38239116 -30349 404669 0 0 12454172 12454172 0 0 0 0 1275649 508917 766732 0 0 0 0 0 14404374 11943455 2272655 188264 588346 477195 104087 7064 2791283 2263952 493817 33514 1263173 1024534 223473 15166 0 0 0 367900 0 367900 78250 0 78250 0 0 0 22500 0 22500 115246 0 115246 170663 9070 161593 517550 302033 169399 46118 485126 344445 140681 0 0 0 1999663 1606842 392821 1182795 961802 194292 26701 0 0 0 0 0 0 2586222 2438055 148167 0 0 0 1920185 1920185 0 269765 332 269433 Contract Services 3309791 2506701 753993 49097 Supplies 213462 263658 -61899 11703 Repairs 420137 344048 72978 3111 Special Programs 335971 222117 113854 0 1683133 1513082 143156 26895 48455356 41104595 6943128 407633 2702272 2177287 0 0 782541 1092260 388526 871093 2426317 2484955 762379 743364 107810718 61905153 47235055 45905565 17355697 16809175 1493796 1588031 73146583 71671730 1544317 1641107 1298840 1674300 12550016 12396082 26491669 27086337 3381449 3394522 45266291 46192348 X 9762157 6364654 7824249 8796030 10293886 10318698 27880292 25479382 73146583 71671730 -2465836 64926 0 0 0 0 X 0 1 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 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 18505340 630791 -2642520 997134 0 0 15496477 0.13 0.87 0 0 0 0 1091817 1091817 0 72211155 29836687 42374468 0 3547435 3254716 292719 0 30688542 28696288 1992254 0 271769 117462 154307 45905565 0 Refundable advances from the US Govt 2710358 Postretirement benefit obligation 304895 Agency Funds 379269 3394522 X 46158469 64926 0 0 0 64926 46093543 0 -104023 -104023 45989520 48559379 0 0 0 0 0 48559379 0 -104023 -104023 48455356 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 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SchE_P01_S00_L03 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 slitting for students. 1 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 SchI_P01_S00_L02 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 1 1 X X X X 0 0 0 0 0 0 0 0 0 Richard Beyer 258669 0 0 0 0 0 15156 0 4447 0 278272 0 0 0 Larry Vallar 174772 0 0 0 0 0 10811 0 5687 0 191270 0 0 0 Kevin Lusk 149006 0 0 0 0 0 9251 0 5357 0 163614 0 0 Stephen Stahl 146319 0 0 0 0 0 0 0 4780 0 151099 0 0 SchJ_P01_S00_L01a Schedule J, Part I, Line 1a 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. 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 855000 0 1194600 0 0 1175883 18717 0 0 0 0 0 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 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.