2024-11-14T11:36:54-06:00 2024-06-30 251408703 SCHNEIDER DOWNS & CO INC ONE PPG PLACE SUITE 1700 PITTSBURGH PA 15222 990 2023-07-01 250965603 WAYNESBURG UNIVERSITY WAYN 7248527629 51 WEST COLLEGE STREET WAYNESBURG PA 15370 LAURA COSS VP FINANCE/CHIEF OPERATING OFFICER 7248527629 2024-11-14 1 0 SARAH R PIOT P01358891 4122613644 2023 2024-10-15 13:58:12Z THOMAS E SZEJKO 51 WEST COLLEGE STREET WAYNESBURG PA 15370 70252223 0 X WWW.WAYNESBURG.EDU X 1850 PA PROVIDE HIGHER EDUCATION TO STUDENTS IN UNDERGRADUATE AND GRADUATE PROGRAMS 19 19 807 70 91298 2326 10197833 17479862 43221122 44051692 2985172 3215846 88735 72115 56492862 64819515 15034601 17501427 0 0 23914443 22310206 0 0 1215114 20933388 21607107 59882432 61418740 -3389570 3400775 120857801 122417375 46303679 43556913 74554122 78860462 X WAYNESBURG UNIVERSITY EDUCATES STUDENTS TO MAKE CONNECTIONS BETWEEN FAITH, LEARNING AND SERVING SO THEY MIGHT FAITHFULLY TRANSOFRM THEIR COMMUNIITIES AND THE WORLD. SEE CONTINUATION ON SCHEDULE O.AS A CHRISTIAN COMPREHENSIVE UNIVERSITY, WE STRIVE TO INSPIRE AND CHALLENGE EVERY UNDERGRADUATE STUDENT TO A LIFE OF LEADERSHIP AND PURPOSE FOR THE GLORY OF GOD. 0 0 40040080 17501427 31427610 INSTRUCTIONAL:WAYNESBURG UNIVERSITY (UNIVERSITY) IS A PRIVATE, NOT-FOR-PROFIT, COEDUCATIONAL UNIVERSITY CHARTERED BY THE COMMONWEALTH OF PENNSYLVANIA IN 1850 SITUATED IN THE SOUTHWESTERN CORNER OF PENNSYLVANIA. THE UNIVERSITY IS ACCREDITED BY THE MIDDLE STATES ASSOCIATION OF UNIVERSITIES AND SCHOOLS AND HAS A STUDENT BODY OF APPROXIMATELY 1,600.SEE CONTINUATION ON SCHEDULE O.A COMMITMENT TO THE INTEGRATION OF CHRISTIAN FAITH WITHIN THE VARIOUS ACADEMIC DISCIPLINES AND PROFESSIONAL PROGRAMS FOR BOTH UNDERGRADUATE AND GRADUATE STUDENTS.A COMMITMENT TO STUDENT-CENTERED EDUCATION WHERE THE INTERESTS, ASPIRATIONS AND NEEDS OF EACH STUDENT ARE VALUED AND ENCOURAGED.RECOGNITION AS A "COLLEGE OF DISTINCTION" FOR ITS CONTINUED COMMITMENT TO ENGAGED, HANDS-ON EDUCATION, FOSTERING A DYNAMIC LEARNING COMMUNICATION THROUGH A SPECIALIZED FOCUS OF STUDENT-CENTERED EDUCATION AND HIGH-QUALITY OUTCOMES. 13631654 12624082 AUXILIARY:AUXILIARY SERVICES INCLUDE SUPPORT OF DORMITORIES, FOOD SERVICES, SPIRIT STORE AND GOLF SIMULATION LAB FOR STUDENTS, FACULTY AND STAFF OF THE UNIVERSITY. 53671734 1 1 0 1 0 0 0 1 0 1 1 0 0 0 1 1 1 0 1 0 1 1 0 0 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1966 0 1 807 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X THOMAS E SZEJKO 7248527795 51 WEST COLLEGE STREET WAYNESBURG PA 15370 GREGORY J HALVATZIS CHAIR 2.00 X X 0 0 0 MARK A HARNER VICE CHAIR 2.00 X X 0 0 0 CHERYL L ALLEN VICE CHAIR 2.00 X X 0 0 0 JOHN K HINDS TREASURER 2.00 X X 0 0 0 J W MONTGOMERY III SECRETARY 2.00 X X 0 0 0 STUART BROBERG TRUSTEE 2.00 X 0 0 0 GREGORY T CAMMERATA TRUSTEE 2.00 X 0 0 0 FREDERICK D DEPALMA TRUSTEE 2.00 X 0 0 0 LAURA E ELLSWORTH TRUSTEE 2.00 X 0 0 0 MARK E FOX TRUSTEE 2.00 X 0 0 0 PATRICK A GALLAGHER TRUSTEE 2.00 X 0 0 0 THOMAS M HALL II TRUSTEE 2.00 X 0 0 0 J WILLIAM HOOK TRUSTEE 2.00 X 0 0 0 JAMES R LOWE JR TRUSTEE 2.00 X 0 0 0 TERRENCE H MURPHY TRUSTEE 2.00 X 0 0 0 HEIDI J KNAUFF TRUSTEE 2.00 X 0 0 0 MARILYN H WEST TRUSTEE 2.00 X 0 0 0 DONALD P WILSON TRUSTEE 2.00 X 0 0 0 MINDY M ZATTA TRUSTEE 2.00 X 0 0 0 DOUGLAS LEE PRESIDENT 40.00 X 297312 0 65383 LAURA K COSS CHIEF FINANCIAL OFFICER 40.00 X 154000 0 14896 DANA BAER PROVOST 40.00 X 201730 0 25080 STACEY BRODAK VP ADVANCEMENT 40.00 X 189163 0 40069 ADAM JACK VP ENROLLMENT 40.00 X 184049 0 37093 LAWRENCE STRATTON JR ASSOCIATE PROF OF ETHICS AND LAW 40.00 X 153321 0 18620 MELINDA WALLS DIRECTOR ENTR & INNOVATION 40.00 X 162502 0 19593 WILLIAM DUNMIRE CHIEF INFORMATION OFFICER/VP IT 40.00 X 130756 0 33921 DAVID MARINER DEAN OF GRADUATE STUDIES 40.00 X 128057 0 33703 CORNELIUS COLEMAN ASST PROVOST/HEAD FOOTBALL COACH 40.00 X 120830 0 28221 1721720 0 316579 19 0 1 0 ALADDIN FOOD MANAGEMENT 16567 COLLECTIONS CENTER DRIVE CHICAGO IL 60693 FOOD MANAGEMENT 3091661 BRADDOCK PAINTING & RESTORATION 310 JEFFERSON AVENUE BROWNSVILLE PA 15417 CONSTRUCTION 752722 EAB GLOBAL INC PO BOX 603519 CHARLOTTE NC 28260 SOFTWARE SERVICES 404816 HUCKESTEIN MECHANICAL SERVICES 1505 METROPOLITAN STREET PITTSBURGH PA 15233 FACILITIES MAINTENANCE 280183 MUSCO SPORTS LIGHTING LLC PO BOX 2200692 DALLAS TX 75320 LIGHTING SERVICES 260000 25 5799731 11680131 4870273 17479862 TUITION & FEES 900099 31427610 31427610 AUXILIARY ENTERPRISES 900099 11117224 11029252 87972 FACILITIES/STUDENT FEES 900099 727811 727811 TECHNOLOGY FEES 900099 693699 693699 85348 85348 44051692 2579763 2579763 19195 19195 55294 2374 52920 52920 3326 49594 5660551 405866 5329352 100982 331199 304884 636083 636083 64819515 43963720 91298 3284635 9106 9106 17477321 17477321 15000 15000 1136722 96907 559598 480217 14463693 12510497 1761008 192188 742118 596591 145527 4775363 4133817 578042 63504 1192310 1032129 144325 15856 71876 71876 140622 140622 155658 155658 76638 76638 121589 121589 3638005 3170079 467926 734258 490478 243780 794963 637186 69726 88051 770243 336740 433503 2060835 2060835 273028 225009 41576 6443 1395956 1395956 5325300 4895327 429973 929844 501652 428192 DEPARTMENTAL OPERATIONS 3506567 2697552 512036 296979 STUDENT SERVICES 892087 835923 56164 INSTITUTIONAL EXPENSES 443626 277617 166009 PHYSICAL PLANT EXPENSES 276012 276012 61418740 53671734 6531892 1215114 36962 1657342 3911644 3641626 949548 1505381 3168958 3015873 1801 2403 179927 118638 161755901 85580355 74504173 76175546 32839982 31348037 2467000 2520000 1489400 992933 1308406 1439596 120857801 122417375 3133081 2776170 3913760 3645374 29443998 28001497 7471201 6832454 2341639 2301418 46303679 43556913 X 40939175 44460868 33614947 34399594 74554122 78860462 120857801 122417375 3400775 905565 0 X X 0 1 X 1 1 1 X 6043099 11795858 12907358 10197833 17479862 58424010 6043099 11795858 12907358 10197833 17479862 58424010 4950849 53473161 1507919 1570924 2289133 1187824 2654252 9210052 51630 34965 53881 0 0 140476 67774538 217840846 0.78900 0.79960 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 1 54000 0 0 1 34273 0 0 88273 0 PART II-B, LINE 1: WAYNESBURG UNIVERSITY OCCASIONALLY REACHES OUT TO LEGISLATORS AND SENDS OUT MAILINGS TO LEGISLATORS AND OUR CONSTITUENTS REGARDING ISSUES SURROUNDING STATE FUNDING OF HIGHER EDUCATION AND THIS INSTITUTION. THE UNIVERSITY CONTRACTS WITH AN EXTERNAL FIRM TO ASSIST IN OBJECTIVES RELATED TO LEGISLATION, FUNDING, HIGHER EDUCATION AND THIS INSTITUTION. X X 0 35720218 1409038 3636352 4681721 36083887 41032204 1558443 3351635 10222064 35720218 51964881 1180591 -6127159 5986109 41032204 43365924 599889 11396973 3397905 51964881 46292869 727573 -387007 3267511 43365924 0.09000 0.91000 0.00000 1 0 4385426 4385426 278038 119902108 57656694 62523452 27727693 22914442 4813251 9462636 5009219 4453417 76175546 STUDENT DEPOSITS 230732 FUNDS HELD IN TRUST 470319 ANNUITIES PAYABLE 175299 LEASE LIABILITY 1425068 2301418 X 48104438 905565 2374 907939 47196499 121589 17501427 17623016 64819515 43798098 2374 2374 43795724 121589 17501427 17623016 61418740 PART X, LINE 2: THE UNIVERSITY QUALIFIES AS A TAX-EXEMPT, NON-FOR-PROFIT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, THERE IS NO PROVISION FOR FEDERAL OR STATE INCOME TAXES. THE UNIVERSITY FOLLOWS THE ACCOUNTING STANDARDS FOR CONTINGENCIES IN EVALUATING UNCERTAIN TAX POSITIONS. THIS GUIDANCE PRESCRIBES RECOGNITION THRESHOLD PRINCIPLES FOR THE FINANCIAL STATEMENT RECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. NO LIABILITY HAS BEEN RECOGNIZED BY THE UNIVERSITY FOR UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2024 AND 2023. THE UNIVERSITY IS NO LONGER SUBJECT TO EXAMINATION OF ITS TAX RETURNS FOR YEARS BEFORE 2021. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 2,374. PART XI, LINE 4B - OTHER ADJUSTMENTS: STUDENT AID 17,501,427. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 2,374. PART XII, LINE 4B - OTHER ADJUSTMENTS: STUDENT AID 17,501,427. PART III, LINE 4: WAYNESBURG UNIVERSITY SHOWCASES ARTIFACTS, POTTERY, AND RECORDS DATING FROM 1817 TO THE PRESENT IN THE UNIVERSITY MUSEUM WHICH ARE AVAILABLE FOR STUDENT AND PUBLIC VIEWING. IN ADDITION, THE LIBRARY MAINTAINS A COLLECTION OF OLD BOOKS FOR RESEARCH. PART V, LINE 4: THE UNIVERSITY'S ENDOWMENT CONSISTS OF INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES AND ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD TO FUNCTION AS ENDOWMENTS. AS REQUIRED BY ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA, NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS, INCLUDING FUNDS DESIGNATED BY THE BOARD TO FUNCTION AS ENDOWMENTS, ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. THE BOARD HAS DEVELOPED A POLICY REQUIRING THE PRESERVATION OF THE FAIR VALUE OF THE ORIGINAL GIFT AS OF THE GIFT DATE OF THE DONOR-RESTRICTED ENDOWMENT FUNDS ABSENT EXPLICIT DONOR STIPULATIONS TO THE CONTRARY. AS A RESULT OF THIS INTERPRETATION, THE UNIVERSITY CLASSIFIES AS NET ASSETS WITH DONOR RESTRICTIONS (A) THE ORIGINAL VALUE OF GIFTS DONATED TO THE ENDOWMENT, (B) THE ORIGINAL VALUE OF SUBSEQUENT GIFTS TO THE ENDOWMENT AND (C) ACCUMULATIONS TO THE ENDOWMENT MADE IN ACCORDANCE WITH THE DIRECTION OF THE APPLICABLE DONOR GIFT INSTRUMENT AT THE TIME THE ACCUMULATION IS ADDED TO THE FUND. BOARD-DESIGNATED INVESTMENT FUNDS ARE BALANCES FUNCTIONING AS AN ENDOWMENT THAT ARE ESTABLISHED BY THE UNIVERSITY FROM EITHER DONOR OR INSTITUTIONAL MONIES AND ARE USUALLY TO BE RETAINED AND INVESTED RATHER THAN EXPENDED. SINCE BOARD-DESIGNATED INVESTMENT FUNDS ARE ESTABLISHED BY THE UNIVERSITY RATHER THAN AN EXTERNAL SOURCE, THE PRINCIPAL MAY BE EXPENDED, AS DIRECTED BY THE BOARD. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 GENERAL PUBLICATION AND THE UNIVERSITY CATALOG SCHEDULE E, PART I, LINE 6 WAYNESBURG UNIVERSITY RECEIVES PENNSYLVANIA ASSISTANCE GRANTS, ACT 101, SEOG SCHOLARSHIPS, PELL AND FINANCIAL AID FOR STUDENTS THROUGH THE WORK STUDY PROGRAM. 0 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 PROGRAM SERVICES EDUCATION PROGRAMS 15000 0 0 0 0 0 0 15000 0 15000 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, CONTRIBUTION TO EDUCATIONAL PROGRAMS AND SCHOOL SUPPLIES 15000 WIRE TRANSFER 0 N/A N/A 1 0 0 0 0 0 0 0 1 GREENE COUNTY SHERIFF'S OFFICE 10 E HIGH STREET WAYNESBURG PA 15370 256001034 GOVERNMENT 9106 0 N/A N/A VEHICLE SUPPORT 1 0 EDUCATIONAL SCHOLARSHIPS AND GRANTS 1514 17477321 0 N/A N/A PART I, LINE 2: MONITORING IS DONE BY THE BUSINESS OFFICE AND FINANCIAL AID OFFICE TO ENSURE COMPLIANCE WITH EACH GRANT. GRANTS ARE ALSO MONITORED BY MEMBERS OF SENIOR STAFF. FINANCIAL AID AND SCHOLARSHIPS AWARDING IS BASED ON STUDENTS MEETING CERTAIN REQUIREMENTS. ELIGIBILITY AND AWARDING OF AID AND SCHOLARSHIPS IS UPON REVIEW AND APPROVAL OF FINANCIAL AID OFFICE. X X X X 1 1 X X X 0 0 0 0 0 0 0 0 0 DOUGLAS LEE PRESIDENT 297312 0 0 0 0 0 41062 0 24321 0 362695 0 0 0 STACEY BRODAK VP ADVANCEMENT 189163 0 0 0 0 0 13241 0 26828 0 229232 0 0 0 DANA BAER PROVOST 201730 0 0 0 0 0 13918 0 11162 0 226810 0 0 0 ADAM JACK VP ENROLLMENT 184049 0 0 0 0 0 11744 0 25349 0 221142 0 0 0 MELINDA WALLS DIRECTOR ENTR & INNOVATION 162502 0 0 0 0 0 10987 0 8606 0 182095 0 0 0 LAWRENCE STRATTON JR ASSOCIATE PROF OF ETHICS AND LAW 153321 0 0 0 0 0 10086 0 8534 0 171941 0 0 0 LAURA K COSS CHIEF FINANCIAL OFFICER 154000 0 0 0 0 0 10570 0 4326 0 168896 0 0 0 WILLIAM DUNMIRE CHIEF INFORMATION OFFICER/VP IT 130756 0 0 0 0 0 9153 0 24768 0 164677 0 0 0 DAVID MARINER DEAN OF GRADUATE STUDIES 128057 0 0 0 0 0 8964 0 24739 0 161760 0 0 0 PART I, LINE 1A THE PRESIDENT'S WIFE INFREQUENTLY TRAVELS WITH THE PRESIDENT ON OFFICIAL UNIVERSITY BUISINESS. THE PRESIDENT IS PROVIDED A COUNTRY CLUB MEMBERSHIP THAT IS USED FOR BUSINESS PURPOSES. THE UNIVERSITY PROVIDES CLEANING SERVICES FOR THE UNIVERSITY OWNED PRESIDENT'S RESIDENCE. IT IS THE UNIVERSITY'S POSITION THAT THESE ARE ALL BUSINESS RELATED AND ARE, THEREFORE, NOT INCLUDED IN THE PRESIDENT'S COMPENSATION. A WASHINGTON COUNTRY INDUSTRIAL DEVELOPMENT AUTHORITY 2010 251437320 2010-06-09 4200000 CONSTRUCTION OF LOWER LEVEL OF MULTI-PURPOSE FACILITY 0 0 0 B WASHINGTON COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY 2013 251437320 2013-06-12 9000000 RENOVATE STEWART SCIENCE HALL 0 0 0 C WASHINGTON COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY 2015 251437320 2015-06-30 3500000 TO REFUND SERIES 1998 AND 2004 BONDS 0 0 0 D GREENE COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY 2016 251801179 2016-06-30 10000000 TO REFUND SERIES 2006 BONDS 0 0 0 A 2222066 4200000 82500 4117500 2011 0 0 1 1 B 3960000 9000000 247707 71982 8928018 2013 0 0 1 1 C 970457 3500000 3500000 2015 1 0 1 1 D 3467840 10000000 10000000 2016 1 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 B 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 C 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 D 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 1 0 0 0 0 1 B 1 0 0 0 0 1 C 1 0 0 0 0 1 D 1 0 0 0 0 1 A 1 B 1 C 1 D 1 A WASHINGTON COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY 2017A 251437320 2017-07-27 9000000 TO REFUND SERIES 2007 AND 2011 BONDS 0 0 0 B WASHINGTON COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY 2017B 251437320 2017-10-12 5350000 TO REFUND SERIES 2011 BONDS 0 0 0 A 1080855 9000000 155750 8844250 2017 1 0 1 1 B 633958 5350000 101463 5248537 2017 1 0 1 1 A 0 0 0 0 0 0 1 B 0 0 0 0 0 0 1 A 1 0 0 0 0 1 B 1 0 0 0 0 1 A 1 B 1 X 6 72108 FMV X 1 4459315 FMV X EQUIPMENT 1 338850 FMV 1 0 1 0 PART I, COLUMN (B): THE NUMBER IN PART I, COLUMN B REPRESENTS THE TOTAL NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION B, LINE 11B THE AUDIT COMMITTEE AND FINANCE & PROPERTY COMMITTEE REVIEW THE FORM 990 PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. A COPY OF THE FORM 990 IS MADE AVAILABLE TO THE FULL BOARD PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C BOTH BOARD MEMBERS AND SENIOR STAFF COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE EACH YEAR AND SUBMIT IT TO THE BOARD CHAIR. SENIOR STAFF ARE RESPONSIBLE FOR MONITORING FACULTY AND STAFF IN ANY AGREEMENTS THAT THE UNIVERSITY ENTERS INTO WITH THOSE INDIVIDUALS. CONFLICTS WILL BE HANDLED BY THE PRESIDENT AND THE BOARD OF TRUSTEES ALONG WITH UNIVERSITY COUNSEL ON A CASE BY CASE BASIS. FORM 990, PART VI, SECTION B, LINE 15 THE INDEPENDENT BOARD COMPENSATION COMMITTEE REVIEWS THE PERFORMANCE OF THE PRESIDENT, COMPARATIVE PAY STATISTICS, AS WELL AS THE PRESIDENT'S MULTIYEAR CONTRACT IN DETERMINING COMPENSATION. THE DESICION IS DOCUMENTED IN THE MINUTES OF THE COMMITTEE'S MEETING. THE PRESIDENT REVIEWS PERFORMANCE AND COMPARATIVE PAY STATISTICS FOR ALL VICE PRESIDENTIAL AND HIGHER POSITIONS. ANY PAY ADJUSTMENTS ARE RECORDED IN EACH EMPLOYEE'S FILE. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION WILL MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION WILL MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.