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Nonprofiteer
← WHEELING JESUIT UNIVERSITY INC

Form 990 for tax year 2023

Filed by WHEELING JESUIT UNIVERSITY INC.

Totals

Total revenue
$25,632,967
Total expenses
$30,993,308
Contributions and grants received
$1,772,492
Grants paid
$10,760,421
Program service revenue
$23,427,195
Investment income
$171,988
Other revenue
$261,292
Total assets, end of year
$25,069,171
Total liabilities, end of year
$16,411,795
Net assets or fund balances, end of year
$8,657,376
Program services expenses (Part IX)
$27,161,463
Management and general expenses
$3,822,623
Fundraising expenses
$9,222
Program service expenses (Part III)
$27,161,463

Program services were 87.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1e · Government grants (contributions)

    $1,542,806

  • 1f · All other contributions, gifts and grants

    $229,686

  • 2a · Program service revenue: TUITION AND FEES

    total $18,700,023 · related or exempt $18,700,023

  • 2b · Program service revenue: AUXILIARY ENTERPRISES

    total $4,727,172 · related or exempt $4,727,172

  • 3 · Investment income

    total $290,105 · excluded $290,105

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $4,973 · excluded $4,973

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 6d · Net rental income or loss

    total $0

  • 7a · Gross sales of assets other than inventory

    securities $6,015,349

  • 7b · Less cost or other basis and sales expenses

    securities $6,133,466

  • 7c · Gain or loss

    securities -$118,117

  • 7d · Net gain or loss

    total -$118,117 · excluded -$118,117

  • 8a · Fundraising events: gross income

    $0

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $0

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $0

  • 10a · Gross sales of inventory

    $0

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $0

  • 11a · Other revenue: MISCELLANEOUS REVENUE

    total $251,491 · excluded $251,491

  • 11b · Other revenue: TICKET SALES

    total $4,828 · excluded $4,828

  • 11e · Other revenue, total

    $256,319

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $0

  • 2 · Grants to domestic individuals

    total $10,760,421 · program services $10,760,421

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $523,467 · management and general $523,467

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $6,241,801 · program services $5,421,145 · management and general $811,434 · fundraising $9,222

  • 8 · Pension plan contributions

    total $90,048 · program services $78,342 · management and general $11,706

  • 9 · Other employee benefits

    total $1,012,035 · program services $880,471 · management and general $131,564

  • 10 · Payroll taxes

    total $508,284 · program services $442,208 · management and general $66,076

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $439,232 · management and general $439,232

  • 11c · Fees: accounting

    total $250,145 · management and general $250,145

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $20,000 · management and general $20,000

  • 11g · Fees: other

    total $4,315,402 · program services $4,100,000 · management and general $215,402 · fundraising $0

  • 12 · Advertising and promotion

    total $0

  • 13 · Office expenses

    total $0

  • 14 · Information technology

    total $0

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $64,987 · program services $64,987

  • 17 · Travel

    total $600,614 · program services $588,601 · management and general $12,013

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $0

  • 20 · Interest

    total $418,192 · management and general $418,192

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $579,320 · program services $579,320

  • 23 · Insurance

    total $423,768 · program services $114,417 · management and general $309,351

  • 24a · Other expenses: REPAIRS & MAINTENANCE

    total $2,074,521 · program services $2,074,521

  • 24b · Other expenses: SUPPLIES

    total $685,155 · program services $685,155

  • 24c · Other expenses: MISCELLANEOUS EXPENSES

    total $1,985,916 · program services $1,371,875 · management and general $614,041

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $752,687 · end of year $1,371,105

  • 2 · Savings and temporary cash investments

    beginning of year $0 · end of year $0

  • 3 · Pledges and grants receivable

    beginning of year $1,123,519 · end of year $17,995

  • 4 · Accounts receivable

    beginning of year $2,336,659 · end of year $8,458,918

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $775,463 · end of year $615,095

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $419,560 · end of year $435,726

  • 10a · Land, buildings and equipment: cost or other basis

    $41,799,500

  • 10b · Land, buildings and equipment: accumulated depreciation

    $34,800,437

  • 10c · Land, buildings and equipment, net

    beginning of year $7,367,746 · end of year $6,999,063

  • 11 · Investments: publicly traded securities

    beginning of year $8,129,474 · end of year $4,695,179

  • 12 · Investments: other securities

    beginning of year $0 · end of year $0

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $2,298,365 · end of year $2,476,090

  • 17 · Accounts payable and accrued expenses

    beginning of year $5,085,874 · end of year $3,166,550

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $276,026 · end of year $6,274,072

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $3,630,903 · end of year $6,084,032

  • 24 · Unsecured notes and loans payable

    beginning of year $100,768 · end of year $65,847

  • 25 · Other liabilities

    beginning of year $1,112,506 · end of year $821,294

  • 27 · Net assets without donor restrictions

    beginning of year -$5,592,800 · end of year $1,699,049

  • 28 · Net assets with donor restrictions

    beginning of year $18,590,196 · end of year $6,958,327

Mission and programs · 2023

Mission

BY INTEGRATING LEARNING, RESEARCH AND ECONOMIC DEVELOPMENT WITH CLASSICAL KNOWLEDGE AND CHRISTIAN REVELATION, THE UNIVERSITY SEEKS TO FOSTER COMPETENCE, CREATIVITY AND INNOVATION THROUGHOUT AND BEYOND THE CAMPUS COMMUNITY. GRADUATES OF THE UNIVERSITY ENTER THE WORLD OF WORK WITH SOCIALLY RESPONSIBLE GOALS, A LIFE LONG APPETITE FOR LEARNING AND THE DESIRE TO MAKE OUR UNIVERSE A BETTER PLACE. LEADERSHIP TO MODEL THE CATHOLIC CONCERN FOR REGIONAL AND GLOBAL NEIGHBORS, THE UNIVERSITY WELCOMES PEOPLE OF ALL CREEDS, RACES AND NATIONALITIES TO SHARE IN THE INTELLIGENT PURSUIT OF EXCELLENCE. THE UNIVERSITY PROMOTES CLOSE STUDENT-FACULTY CONTACTS AND ENCOURAGES STUDENTS TO DEVELOP THEIR FULL POTENTIAL FOR LEADERSHIP.

Activities or mission (Part I)

TO PROVIDE JESUIT EDUCATION TO STUDENTS WHO CAN CONTRIBUTE INTELLIGENTLY TO THE WELFARE OF SOCIETY.

  • GENERAL/OTHER POSTSECONDARY EDUCATION: THE UNIVERSITY IS A CATHOLIC LIBERAL ARTS UNIVERSITY FOUNDED IN 1954. THE UNIVERSITY PROVIDES HIGHER LEARNING IN THE JESUIT TRADITION TO EDUCATE STUDENTS TO PREPARE THEM FOR CAREER OPPORTUNITIES AFTER GRADUATION WITH A PHILOSOPHY OF FOCUSING ON THE ENTIRE PERSON (EDUCATIONAL, DEVELOPMENTAL, AND SPIRITUAL). WHEELING JESUIT UNIVERSITY OFFERS MORE THAN 30 MAJORS INCLUDING LIBERAL ARTS, BUSINESS, ENGINEERING, NURSING, CRIMINAL JUSTICE, AND PHYSICAL THERAPY.

    Expenses $26,369,887 · Grants $10,760,421 · Revenue $23,427,195

  • RESEARCH EDUCATION PROJECTS FOCUSING ON RESEARCH AND DEVELOPMENT. WHEELING JESUIT RECEIVES FEDERAL DOLLARS FOR THE CENTER FOR EDUCATIONAL TECHNOLOGY TRANSFER CENTER AND FACULTY RESEARCH.

    Expenses $791,576

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Virginia Favede

    UNIVERSITY PRESIDENT

    Total calculated
    $228,324
    From this org
    $200,516
    From related orgs
    $0
    Other
    $27,808
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $200,516
    Bonus
    $0
    Other
    $0
    Deferred
    $6,000
    Nontaxable benefits
    $21,808
    Filer's total
    $228,324

  • Chad Carter

    BOARD SECRETARY

    Total calculated
    $125,416
    From this org
    $0
    From related orgs
    $102,092
    Other
    $23,324
    Hours/week
    0.62 + 40 related

  • Zac Bruney

    HEAD FOOTBALL COACH

    Total calculated
    $110,330
    From this org
    $107,120
    From related orgs
    $0
    Other
    $3,210
    Hours/week
    40

  • Alison Kreger

    PHYSICAL THERAPY PROFESSOR

    Total calculated
    $105,765
    From this org
    $102,908
    From related orgs
    $0
    Other
    $2,857
    Hours/week
    40

  • Charles Wood

    PRINCIPAL GRANT INVESTIGATOR

    Total calculated
    $103,857
    From this org
    $100,850
    From related orgs
    $0
    Other
    $3,007
    Hours/week
    40

  • Msgr Joseph Peterson

    BOARD MEMBER

    Total calculated
    $34,995
    From this org
    $0
    From related orgs
    $33,368
    Other
    $1,627
    Hours/week
    0.62 + 40 related

  • Maribeth Arlia

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    0.62

  • Joseph Munhall

    BOARD TREASURER

    Total calculated
    $0
    Hours/week
    0.62

  • Robert G De Andrade

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.62

  • Robin McCroskey

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.62

  • Chase Watts

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.62

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · Housing allowance or residence for personal use
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Written employment contract
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

SCHEDULE J, PART I, LINE 1A:
As part of her compensation, Former President Virginia Favede was provided University-owned housing to live in during her time of employment.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
24 April 2025
IRS schema version
2023v6.0
Source object
202511159349300231

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