UNIVERSITY OF CHARLESTON: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF CHARLESTON (EIN 55-0357039)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-15
- IRS object ID
- 201331359349306213
- Schema version
- 2011v1.5
- 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 L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-15T13:24:49-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GIBBONS & KAWASH AC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 707 VIRGINIA ST E STE 300 | AddressLine1 |
| City | CHARLESTON | City |
| State | WV | State |
| ZIP Code | 253012724 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 550357039 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE UNIVERSITY OF CHARLESTON INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIV | NameControl |
| Phone | 3043574736 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2300 MACCORKLE AVE SE | AddressLine1 |
| City | CHARLESTON | City |
| State | WV | State |
| ZIP Code | 25304 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CLETA HARLESS | Name |
| Title | VICE PRESIDENT | Title |
| Phone | 3043574736 | Phone |
| Date Signed | 2013-05-15 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | VALERIE R ELLIS | Name |
| Phone | 3043458400 | Phone |
| Date Prepared | 2013-05-15 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | EDWIN H WELCH | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2300 MACCORKLE AVENUE SE | AddressLine1 |
| City | CHARLESTON | City |
| State | WV | State |
| ZIP Code | 25304 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 46557774 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.UCWV.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1948 | YearFormation |
| State Legal Domicile | WV | StateLegalDomicile |
| Activity Or Mission Description | EDUCATE EACH STUDENT FOR A LIFE OF PRODUCTIVE WORK, ENLIGHTENED LIVING, AND COMMUNITY INVOLVEMENT. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 36 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 36 | NbrIndependentVotingMembers |
| Total Nbr Employees | 799 | TotalNbrEmployees |
| Total Gross UBI | 476875 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 102566 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 3741202 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 4931659 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 43349586 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 40572951 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 797313 | InvestmentIncomePriorYear |
| Investment Income Current Year | 625328 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 406100 | OtherRevenuePriorYear |
| Other Revenue Current Year | 419976 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 48294201 | TotalRevenuePriorYear |
| Total Revenue Current Year | 46549914 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 16482871 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 15570247 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 14233891 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 15370736 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 412941 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 18629362 | OtherExpensePriorYear |
| Other Expenses Current Year | 17773268 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 49346124 | TotalExpensesPriorYear |
| Total Expenses Current Year | 48714251 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -1051923 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -2164337 | RevenuesLessExpensesCY |
| Total Assets BOY | 133738419 | TotalAssetsBOY |
| Total Assets EOY | 128264944 | TotalAssetsEOY |
| Total Liabilities BOY | 49233189 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 48759608 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 84505230 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 79505336 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | EDUCATE EACH STUDENT FOR A LIFE OF PRODUCTIVE WORK, ENLIGHTENED LIVING, AND COMMUNITY INVOLVEMENT. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 10484840 | Expense |
| Revenue | 18016574 | Revenue |
| Description | INSTRUCTION--THE UNIVERSITY PROVIDES EDUCATIONAL SERVICES AND INSTRUCTION TO MORE THAN 1,300 FULL AND PART TIME STUDENTS SEEKING A COLLEGE EDUCATION AND/OR DEGREE | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2578036 | Expense |
| Description | ACADEMIC SUPPORT CONSISTS OF ACADEMIC SUPPORT ACTIVITIES THROUGH THE DEANS OF VARIOUS DIVISIONS, THE LIBRARY, AND AUDIOVISUAL SERVICES | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 15570247 | Expense |
| Grants | 15570247 | Grants |
| Description | SCHOLARSHIPS AND FELLOWSHIPS--THE UNIVERSITY PROVIDES FINANCIAL ASSISTANCE TO STUDENTS EITHER BASED ON NEED OR ACADEMIC MERIT | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 14380310 | Expense |
| Description | OTHER PROGRAM SERVICES | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 14380310 | TotalOfOtherProgramServiceExp |
| Total Program Service Expense | 43013433 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | true | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | true | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 69 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 799 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 36 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 36 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | CLETA HARLESS | NamePerson |
| Telephone Number | 3043574736 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | UNIVERSITY OF CHARLESTON | AddressLine1 |
| City | CHARLESTON | City |
| State | WV | State |
| ZIP Code | 25304 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (47 entries)
| TitleTitle | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Average Hours Per WeekAverageHoursPerWeek | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| CHARLES STEBBINS | |||||||
| TRUSTEE | X | 0 | 0 | 0 | |||
| HONORABLE IRENE BERGER | |||||||
| SECRETARY | X | 0 | 0 | 0 | X | ||
| CARTE GOODWIN | |||||||
| TRUSTEE | X | 0 | 0 | 0 | |||
| PATRICK C GRANEY III | |||||||
| TRUSTEE | X | 0 | 0 | 0 | |||
| W HENRY HARMON PHD | |||||||
| CHAIRMAN | X | 0 | 0 | 0 | X | ||
| R EDISON HILL | |||||||
| TRUSTEE | X | 0 | 0 | 0 | |||
| STEVEN M RUBIN | |||||||
| TRUSTEE | X | 0 | 0 | 0 | |||
| FONDA ELLIOT | |||||||
| TRUSTEE | X | 0 | 0 | 0 | |||
| LOUIS S SOUTHWORTH | |||||||
| TRUSTEE | X | 0 | 0 | 0 | |||
| ANDREW B JORDON | |||||||
| TRUSTEE | X | 0 | 0 | 0 | |||
| ANN C MORAN | |||||||
| TRUSTEE | X | 0 | 0 | 0 | |||
| DAVID L RAMSEY | |||||||
| TRUSTEE | X | 0 | 0 | 0 | |||
| DOROTHY RIDINGS | |||||||
| TRUSTEE | X | 0 | 0 | 0 | |||
| TROY STALLARD | |||||||
| TRUSTEE | X | 0 | 0 | 0 | |||
| MARY CONVERSE | |||||||
| TRUSTEE | X | 0 | 0 | 0 | |||
| JAMES R THOMAS II | |||||||
| TRUSTEE | X | 0 | 0 | 0 | |||
| SCOTT LONG | |||||||
| TRUSTEE | X | 0 | 0 | 0 | |||
| MARY PAYNE | |||||||
| TRUSTEE | X | 0 | 0 | 0 | |||
| COREY PALUMBO | |||||||
| TRUSTEE | X | 0 | 0 | 0 | |||
| DR PARVEZ WADIA | |||||||
| TRUSTEE | X | 0 | 0 | 0 | |||
| KATHARINE BECKER | |||||||
| TRUSTEE | X | 0 | 0 | 0 | |||
| CHARLES CAPITO | |||||||
| TRUSTEE | X | 0 | 0 | 0 | |||
| ELIZABETH KEIGHTLEY | |||||||
| TRUSTEE | X | 0 | 0 | 0 | |||
| BRAD RITCHIE | |||||||
| TRUSTEE | X | 0 | 0 | 0 | |||
| KENNETH KLEEMAN | |||||||
| TRUSTEE | X | 0 | 0 | 0 | |||
| HB WEHRLE | |||||||
| TRUSTEE | X | 0 | 0 | 0 | |||
| WILLIAM HAMM | |||||||
| TRUSTEE | X | 0 | 0 | 0 | |||
| MARK MILLER | |||||||
| TRUSTEE | X | 0 | 0 | 0 | |||
| PHIL MORABITO | |||||||
| TRUSTEE | X | 0 | 0 | 0 | |||
| WAYNE MORGAN | |||||||
| TRUSTEE | X | 0 | 0 | 0 | |||
| REV ANDREW MULLINS | |||||||
| TRUSTEE | X | 0 | 0 | 0 | |||
| DR ERIC PERSILY | |||||||
| TRUSTEE | X | 0 | 0 | 0 | |||
| DEBRA SULLIVAN | |||||||
| TRUSTEE | X | 0 | 0 | 0 | |||
| DWANE TINSLEY | |||||||
| TRUSTEE | X | 0 | 0 | 0 | |||
| RABBI VICTOR URECKI | |||||||
| TRUSTEE | X | 0 | 0 | 0 | |||
| GRACE VANDECRUZE-HEYLIGER | |||||||
| TRUSTEE | X | 0 | 0 | 0 | |||
| EDWIN H WELCH PHD | |||||||
| PRESIDENT | 298842 | 0 | 21006 | X | 40.00 | ||
| CLETA HARLESS | |||||||
| VP ADMIN/FIN | 122885 | 0 | 13223 | X | 40.00 | ||
| DR LETHA ZOOK | |||||||
| VP FOR ACADE | 120000 | 0 | 10768 | X | 40.00 | ||
| BENJAMIN BEAKES | |||||||
| VICE PRESIDE | 80000 | 0 | 12986 | X | 40.00 | ||
| JOAN CLARK | |||||||
| VP ADMISSION | 70466 | 0 | 4940 | X | 40.00 | ||
| JENNIE FERRETTI | |||||||
| VP ADVANCEME | 69891 | 0 | 12274 | X | 40.00 | ||
| MICHELLE EASTON | |||||||
| DEAN - PHARM | 189447 | 0 | 15443 | 40.00 | X | ||
| MARY EULER | |||||||
| ASSOC. DEAN/ | 145019 | 0 | 10036 | 40.00 | X | ||
| DAVID LATIFF | |||||||
| PROF./CHAIR | 137124 | 0 | 16671 | 40.00 | X | ||
| MICHAEL BOTTORFF | |||||||
| PROF & DEPT. | 120957 | 0 | 13959 | 40.00 | X | ||
| DENNIS FLAHERTY | |||||||
| ASSOC. PROF. | 101789 | 0 | 11587 | 40.00 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1456420 | TotalReportableCompFromOrg |
| Total Other Compensation | 142893 | TotalOtherCompensation |
| Number Individuals GT100 K | 8 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | Address Line2AddressOfContractor/AddressUS/AddressLine2 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|---|
| AVI FOODSYSTEMS INC | ||||||
| EDUCATION/HEALTHCARE DIVISION | 2590 ELM ROAD NE | WARREN | OH | 44483 | FOOD/CATERING | 1594732 |
| FHEG - UC BOOKSTORE | ||||||
| STORE NO 468 | MA 5003146 SOLUTIONS CENTER | CHICAGO | IL | 60677 | BOOKSTORE SERVI | 229915 |
| PRAY CONSTRUCTION | ||||||
| PRAY CONSTRUCTION INC | 4964 TEAYS VALLEY ROAD | SCOTT DEPOT | WV | 25560 | CONSTRUCTION SE | 229372 |
| AA TRAVELS | ||||||
| AA HQ | 4333 AMON CARTER BLVD | FORT WORTH | TX | 76155 | TRAVEL SERVICES | 218380 |
| BBL CARLTON LLC | ||||||
| BBL CARLTON LLC | 600 KANAWHA BLVD | CHARLESTON | WV | 25301 | CONSTRUCTION SE | 185619 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 15 | NumberOfContractorsGT100K |
| All Other Contributions | 4931659 | AllOtherContributions |
| Noncash Contributions | 250000 | NoncashContributions |
| Total Contributions | 4931659 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | ExclusionExclusionAmount | Business CodeBusinessCode | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|---|
| TUITION AND FEES | 33586821 | 33586821 | |||
| AUXILIARY SALES & SERVICING | 6509255 | $6,509,255 | |||
| CATERING | 476875 | 722320 | 476875 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 40572951 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 633188 | TotalRevenueColumn |
| Exclusion | $633,188 | ExclusionAmount |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 7860 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -7860 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -7860 | TotalRevenueColumn |
| Related Or Exempt Function Income | -7860 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| OTHER INCOME | 309962 | $309,962 | |
| ATHLETICS | 68413 | 68413 | |
| CHANGE IN VALUE OF SPLIT INTE | 41601 | $41,601 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 419976 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 46549914 | TotalRevenueColumn |
| Related Or Exempt Function Income | 33647374 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 476875 | UnrelatedBusinessRevenue |
| Exclusion | $7,494,006 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15570247 | Total |
| Program Services | 15570247 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 837280 | Total |
| Management And General | 837280 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12175427 | Total |
| Program Services | 11267273 | ProgramServices |
| Management And General | 651459 | ManagementAndGeneral |
| Fundraising | 256695 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2358029 | Total |
| Program Services | 1941184 | ProgramServices |
| Management And General | 359548 | ManagementAndGeneral |
| Fundraising | 57297 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 101440 | Total |
| Management And General | 101440 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 63950 | Total |
| Management And General | 63950 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 344928 | Total |
| Program Services | 243828 | ProgramServices |
| Management And General | 100909 | ManagementAndGeneral |
| Fundraising | 191 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2402087 | Total |
| Program Services | 2041550 | ProgramServices |
| Management And General | 335640 | ManagementAndGeneral |
| Fundraising | 24897 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29787 | Total |
| Program Services | 10062 | ProgramServices |
| Management And General | 19725 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 678689 | Total |
| Program Services | 631545 | ProgramServices |
| Management And General | 44167 | ManagementAndGeneral |
| Fundraising | 2977 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1785611 | Total |
| Program Services | 1764593 | ProgramServices |
| Management And General | 21018 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3608005 | Total |
| Program Services | 3071405 | ProgramServices |
| Management And General | 531520 | ManagementAndGeneral |
| Fundraising | 5080 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 125000 | Total |
| Program Services | 125000 | ProgramServices |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| PLANT OPERATIONS & MAINT. | 6450589 | 5992576 | 458013 | |
| MISCELLANEOUS | 1138980 | 107832 | 991932 | 39216 |
| OTHER CONTRACTS | 614916 | 246338 | 341990 | 26588 |
| BAD DEBT | 429286 | 429286 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 48714251 | Total |
| Program Services | 43013433 | ProgramServices |
| Management And General | 5287877 | ManagementAndGeneral |
| Fundraising | 412941 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3241463 | BOY |
| EOY | 2856155 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5308028 | BOY |
| EOY | 2225351 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4067531 | BOY |
| EOY | 3452545 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 489892 | BOY |
| EOY | 356402 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1009109 | BOY |
| EOY | 1825977 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 123481089 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 40936142 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 83593777 | BOY |
| EOY | 82544947 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22833111 | BOY |
| EOY | 23213704 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13195508 | BOY |
| EOY | 11789863 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 133738419 | BOY |
| EOY | 128264944 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6811404 | BOY |
| EOY | 7426600 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 900700 | BOY |
| EOY | 1169678 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38956320 | BOY |
| EOY | 37020178 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 306626 | BOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2258139 | BOY |
| EOY | 3143152 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 49233189 | BOY |
| EOY | 48759608 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35236302 | BOY |
| EOY | 31876234 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20834142 | BOY |
| EOY | 20459632 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28434786 | BOY |
| EOY | 27169470 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 84505230 | BOY |
| EOY | 79505336 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 133738419 | BOY |
| EOY | 128264944 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -2164337 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -2835557 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Disclosed Orgs Legal Control | false | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | false | DisclosedForCharitablePurposes |
| Written Policy Monitoring | false | WrittenPolicyMonitoring |
| Sect170h Requirements Satisfied | false | Sect170hRequirementsSatisfied |
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
| Agent Trustee Etc | false | AgentTrusteeEtc |
| Included On FS | false | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 21309677 | BeginningOfYearBalance |
| Contributions | 196250 | Contributions |
| Investment Earnings Or Losses | 291340 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | -549595 | GrantsOrScholarships |
| Other Expenditures | -339720 | OtherExpenditures |
| End Of Year Balance | 20907953 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 18456623 | BeginningOfYearBalance |
| Contributions | 188503 | Contributions |
| Investment Earnings Or Losses | 3561972 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | -551151 | GrantsOrScholarships |
| Other Expenditures | -346270 | OtherExpenditures |
| End Of Year Balance | 21309677 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 16704117 | BeginningOfYearBalance |
| Contributions | 612968 | Contributions |
| Investment Earnings Or Losses | 1854123 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | -423010 | GrantsOrScholarships |
| Other Expenditures | -291575 | OtherExpenditures |
| End Of Year Balance | 18456623 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.13210 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.86790 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | false | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 8359809 | OtherCostOrOtherBasis |
| Book Value | 8359809 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 115121280 | OtherCostOrOtherBasis |
| Depreciation | 40936142 | Depreciation |
| Book Value | 74185138 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 82544947 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BENEFICIAL INT. IN PERPETUAL TRUSTS | Description |
| Book Value | 11789863 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 11789863 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| REFUNDABLE ADVANCES UNDER GOVT GRANT | $2,376,220 |
| CAPITAL LEASE OBLIGATIONS | $766,932 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 3143152 | TotalOfAmounts |
| Total Revenue | 46549914 | TotalRevenue |
| Total Expenses | 48714251 | TotalExpenses |
| Excess Or Deficit For Year | -2164337 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -1366593 | NetUnrealizedGLOnInvestments |
| Other | -$1,468,964 | OtherAmount |
| Total Adjustments | -2835557 | TotalAdjustments |
| Excess Or Deficit Per FS | -4999894 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 28144110 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -1366593 | NetUnrealizedGainsInvestments |
| Other Revenues | -1468964 | OtherRevenues |
| Revenue Not Rptd F990 | -2835557 | RevenueNotRptdF990 |
| Revenue Subtotal | 30979667 | RevenueSubtotal |
| Other Revenues Not Included | 15570247 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 15570247 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 46549914 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 33144004 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 33144004 | ExpensesSubtotal |
| Other Expenses Not Included | 15570247 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 15570247 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 48714251 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| LIABILITY UNDER FIN 48 FOOTNOTE | SCHEDULE D, PAGE 3, PART X | THE UNIVERSITY IS CLASSIFIED AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND, THEREFORE, IS NOT SUBJECT TO TAXES ON INCOME DERIVED FROM ITS EXEMPT ACTIVITIES. THE ORGANIZATION HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(2). THE UNIVERSITY IS GENERALLY NO LONGER SUBJECT TO EXAMINATION BY INCOME TAXING AUTHORITIES FOR YEARS ENDED PRIOR TO JUNE 30, 2009. |
| RECONCILIATION OF CHANGES - OTHER | SCHEDULE D, PAGE 4, PART XI, LINE 8 | CHANGE IN VALUE OF INTEREST RATE SWAP -1,468,964 SCHOLARSHIPS AND AWARDS -15,570,247 SCHOLARSHIPS AND AWARDS 15,570,247 |
| REVENUE AMOUNTS INCLUDED IN FINANCIALS - OTHER | SCHEDULE D, PAGE 4, PART XII, LINE 2D | CHANGE IN VALUE OF INTEREST RATE SWAP -1,468,964 |
| REVENUE AMOUNTS INCLUDED ON RETURN - OTHER | SCHEDULE D, PAGE 4, PART XII, LINE 4B | SCHOLARSHIPS AND AWARDS 15,570,247 |
| EXPENSE AMOUNTS INCLUDED ON RETURN - OTHER | SCHEDULE D, PAGE 4, PART XIII, LINE 4B | SCHOLARSHIPS AND AWARDS 15,570,247 |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | true | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | true | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | true | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | true | MaintRacialCompositionRecords |
| Maint Scholarships Records | true | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | true | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | true | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | false | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | false | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | false | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | false | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | false | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | false | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActy |
| Government Financial Aid Received | true | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | false | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | true | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | FINANCIAL AID OR GOVERNMENT ASSISTANCE EXPLANATION | Identifier |
| Return Reference | SCHEDULE E LINE 6 | ReturnReference |
| Explanation | ASSISTANCE CONSISTS OF PARTICIPATION IN FEDERAL STUDENT FINANCIAL ASSISTANCE PROGRAMS | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SCHOLARSHIPS | TypeOfGrant |
| Number Of Recipients | 978 | NumberOfRecipients |
| Amount Of Cash Grant | 15570247 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS INSIDE THE UNITED STATES | Identifier |
| Return Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | ReturnReference |
| Explanation | STUDENTS ARE AWARDED SCHOLARSHIPS BASED ON AN EVALUATION OF NEED AND ELIGIBILITY FOR SPECIFIC AWARDS IN ACCORDANCE WITH ANY DONOR STIPULATIONS. THE FINANCIAL AID DEPARTMENT IS RESPONSIBLE FOR MAKING SCHOLARSHIP AWARDS AND FOR MONITORING ONGOING ELIGIBILITY (E.G. MAINTENANCE OF SATISFACTORY ACADEMIC PROGRESS.) | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | false | SubstantiationRequired |
| Written Employment Contract | X | WrittenEmploymentContract |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (4 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Deferred Comp Filing OrgDeferredCompFilingOrg | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Total Compensation Filing OrgTotalCompensationFilingOrg |
|---|---|---|---|
| EDWIN H WELCH PHD | |||
| 298842 | 14700 | 6306 | 319848 |
| MICHELLE EASTON | |||
| 189447 | 11367 | 4076 | 204890 |
| MARY EULER | |||
| 145019 | 8702 | 1334 | 155055 |
| DAVID LATIFF | |||
| 137124 | 8228 | 8443 | 153795 |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (3 entries)
| Issuer EINIssuerEIN | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|
| CHARLESTON BUILDING COMMISSION | ||||||
| 556000160 | 2003-09-22 | 8000000 | RATRIE HALL CONSTRUCTION | false | false | false |
| KANAWHA COUNTY BUILDING COMMISSION | ||||||
| 311023488 | 2007-12-21 | 8285000 | MIDDLE HALL CONTSTRUCTION | false | false | false |
| CHARLESTON BUILDING COMMISSION | ||||||
| 556000160 | 2009-06-17 | 21000000 | APT/GARAGE CONSTRUCTION | false | false | false |
Form990 Schedule K Part II Form990ScheduleKPartII (3 entries)
| Amount RetiredAmountRetired | Total ProceedsTotalProceeds | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Capital ExpendituresCapitalExpenditures | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|---|
| 2751489 | 8000000 | 45514 | 7954486 | 2004 | false | false | true | true |
| 1850311 | 8285000 | 114686 | 8170314 | 2008 | false | false | true | true |
| 352891 | 21000000 | 169101 | 20803899 | 2010 | false | false | true | true |
Form990 Schedule K Part III Form990ScheduleKPartIII (3 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Engage Bond Counsel ContractsEngageBondCounselContracts | Any Research AgreementsAnyResearchAgreements | Engage Bond Counsel ResearchEngageBondCounselResearch | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|---|---|
| false | false | false | false | false | false | false |
| false | false | false | false | false | false | false |
| false | false | false | false | false | false | false |
Form990 Schedule K Part IV Form990ScheduleKPartIV (3 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate | Term Of HedgeTermOfHedge | Superintegrated HedgeSuperintegratedHedge | Hedge TerminatedHedgeTerminated |
|---|---|---|---|---|---|---|---|---|
| (no name) | ||||||||
| false | true | false | false | false | false | |||
| BB&T | ||||||||
| false | true | true | false | false | false | 15.0 | true | false |
| BB&T | ||||||||
| false | true | true | false | false | false | 10.0 | true | false |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | SANTA MARIA INVESTMENTS IV LLC | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | TRUSTEE CONTROL | Relationship |
| Amount Of Transaction | 854821 | AmountOfTransaction |
| Description Of Transaction | INVESTMENT IN FUND | DescriptionOfTransaction |
| Sharing Of Revenues | false | SharingOfRevenues |
Schedule M IRS990ScheduleM
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 250000 | NoncashContribsRptdF990 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ALL OTHER ACCOMPLISHMENT DESCRIPTION | FORM 990, PAGE 2, PART III, LINE 4D | OTHER PROGRAM SERVICES |
| ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 | FORM 990, PAGE 6, PART VI, LINE 11B | THE AUDIT COMMITTEE REVIEWS AND APPROVES FORM 990 BEFORE IT IS PRESENTED TO THE ENTIRE BOARD FOR APPROVAL BEFORE SUBMISSION. |
| ENFORCEMENT OF CONFLICTS POLICY | FORM 990, PAGE 6, PART VI, LINE 12C | EACH TRUSTEE WHEN ELECTED OR RE-ELECTED TO THE BOARD AND EACH INSTITUTIONAL OFFICER, ANNUALLY (1) REVIEW OF THE POLICY; (2) DISCLOSE ANY POSSIBLE PERSONAL, FAMILIAL, OR BUSINESS RELATIONSHIPS THAT REASONABLY COULD GIVE RISE TO A CONFLICT INVOLVING THE UNIVERSITY; AND (3) TO ACKNOWLEDGE BY SIGNATURE THAT THEY ARE IN ACCORDANCE WITH THE LETTER AND SPIRIT OF THIS POLICY |
| COMPENSATION PROCESS FOR TOP OFFICIAL | FORM 990, PAGE 6, PART VI, LINE 15A | BOARD OF TRUSTESS EXECUTIVE COMMITTEE HAS OVERSIGHT OF ALL ELEMENTS OF EXECUTIVE COMPENSATION. COMMITTEE REVIEWS CURRENT COMPENSATION AND DETERMINES REASONABLENESS OF COMPENSATION BY REVIEWING COMPARABLE ORGANIZATIONS |
| COMPENSATION PROCESS FOR OFFICERS | FORM 990, PAGE 6, PART VI, LINE 15B | BOARD REVIEWS CURRENT COMPENSATION OF OTHER OFFICERS AND DETERMINES REASONABLE COMPENSATION BASED ON COMPARABLE ORGANIZATIONS. |
| GOVERNING DOCUMENTS DISCLOSURE EXPLANATION | FORM 990, PAGE 6, PART VI, LINE 19 | NO DOCUMENTS AVAILABLE TO THE PUBLIC |
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