2025-05-15T14:30:24-05:00 2024-06-30 540504608 BROWN EDWARDS & COMPANY LLP 707 VIRGINIA STREET EAST SUITE 300 CHARLESTON WV 25301 990 2023-07-01 550357039 THE UNIVERSITY OF CHARLESTON INC UNIV 3043574736 2300 MACCORKLE AVE SE CHARLESTON WV 25304 CLETA HARLESS EXECUTIVE VP AND CFO 3043574736 2025-05-13 1 1 MELISSA PRICE P00750418 3043434188 2025-05-12 2023 2025-03-06 01:10:19Z DR MARTIN S ROTH 2300 MACCORKLE AVE SE CHARLESTON WV 25304 73905985 0 X WWW.UCWV.EDU X 1948 WV EDUCATE EACH STUDENT FOR A LIFE OF PRODUCTIVE WORK, ENLIGHTENED LIVING AND COMMUNITY INVOLVEMENT. 22 22 824 0 0 0 16508056 13480946 55517974 55243131 3761396 1236716 1363140 1007468 77150566 70968261 19044688 19619032 0 0 26995260 27937581 0 0 543724 24902303 24886232 70942251 72442845 6208315 -1474584 165208048 168675553 27315954 27222522 137892094 141453031 X EDUCATE EACH STUDENT FOR A LIFE OF PRODUCTIVE WORK, ENLIGHTENED LIVING, AND COMMUNITY INVOLVEMENT. 0 0 18316351 27188708 INSTRUCTION - THE UNIVERSITY PROVIDES EDUCATIONAL SERVICES AND INSTRUCTION TO APPROX. 3,000 FULL AND PART TIME STUDENTS SEEKING A COLLEGE EDUCATION AND/OR DEGREE. 9092533 8435395 AUXILLARY ENTERPRISES CONSISTS OF EXPENSES INCURRED FOR OPERATIONS SUCH AS FOOD SERVICE AND HOUSING, WHICH EXIST TO FURNISH GOODS OR SERVICES TO STUDENTS, FACULTY, OR STAFF, AND ARE MANAGED AS ESSENTIALLY SELF-SUPPORTING ACTIVITIES. 19619032 19619032 19619032 SCHOLARSHIPS AND FELLOWSHIPS - THE UNIVERSITY PROVIDES FINANCIAL ASSISTANCE TO STUDENTS EITHER BASED ON NEED OR ACADEMIC MERIT 17720678 OTHER PROGRAM SERVICES 17720678 64748594 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 0 1 1 1 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 115 0 824 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 22 22 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X CLETA HARLESS 3043574738 UNIVERSITY OF CHARLESTON CHARLESTON WV 25304 JENNIE FERRETTI SECRETARY 1.00 X X 0 0 0 ERIC HICKS TRUSTEE 1.00 X 0 0 0 BEN BEAKES TRUSTEE 1.00 X 0 0 0 NANCY BRUNS TRUSTEE 1.00 X 0 0 0 PHILIP MORABITO TRUSTEE 1.00 X 0 0 0 PATRICK O'MALLEY TRUSTEE 1.00 X 0 0 0 JOHN BARRETT TRUSTEE 1.00 X 0 0 0 MAGDALENA COOK TRUSTEE 1.00 X 0 0 0 KIMBERLY DICKERSON TRUSTEE 1.00 X 0 0 0 MICHAEL CARY TRUSTEE 1.00 X 0 0 0 DAVID GALLAGHER TRUSTEE 1.00 X 0 0 0 PAUL WHITE TRUSTEE 1.00 X 0 0 0 GREG BURTON CHAIR 1.00 X X 0 0 0 LISA PACK TRUSTEE 1.00 X 0 0 0 STEVE WEHRLE TRUSTEE 1.00 X 0 0 0 ELIZABETH WALKER TRUSTEE 1.00 X 0 0 0 JOSH PRAY TRUSTEE 1.00 X 0 0 0 DAVE RAMSEY TRUSTEE 1.00 X 0 0 0 MARION JONES TRUSTEE 1.00 X 0 0 0 BERNARD LAYNE TRUSTEE 1.00 X 0 0 0 DEAN CORDLE TRUSTEE 1.00 X 0 0 0 FONDA ELLIOT TRUSTEE 1.00 X 0 0 0 NETTIE HORNE TRUSTEE 1.00 X 0 0 0 DICKIE JAMIESON TRUSTEE 1.00 X 0 0 0 PAUL SMITH TRUSTEE 1.00 X 0 0 0 LOUIS WEISBERG TRUSTEE 1.00 X 0 0 0 MARTIN ROTH PRESIDENT,TRUSTEE EX-OFFIC 40.00 X 367932 0 31696 CLETA HARLESS EXECUTIVE VP & CFO 40.00 X 165948 0 22402 KIM SPIEZIO EXECUTIVE VP & PROVOST 40.00 X 91306 0 11640 DANIEL SILBER EXECUTIVE VP & PROVOST 40.00 X 74250 0 12379 KRISTY LUCAS DEAN OF SCHOOL OF PHARMACY 40.00 X 221468 0 19593 MINDY SMITH-AMBURGEY DEAN OF THE SCHOOL OF HEAL 40.00 X 148456 0 14097 ELIZABETH WOLFE EXECUTIVE VP OF ENROLLMENT 40.00 X 133918 0 14340 JOHN BARNETTE ASSISTANT VP FOR STRATEGIC INI 40.00 X 131858 0 7416 JULIE TESTMAN PROFESSOR OF PHARMACY 40.00 X 130681 0 26768 BETTY BEIMEL PROGRAM DIRECTOR NURSE PRA 40.00 X 130589 0 7725 M D OMAR KHAN FORMER PROF. OF PHARMACY 40.00 X 128768 0 7689 1725174 0 175745 39 1 1 0 AVI FOODSYSTEMS INC 2590 ELM ROAD NE WARREN OH 44483 FOOD-CATERING 2154652 PRAY CONSTRUCTION 10331 TEAYS VALLEY ROAD SCOTT DEPOT WV 25560 CONSTRUCTION 860549 INDEPENDENT COLLEGE ENTERPRISE 5910 S UNIVERSITY BLVD GREENWOOD VILLAGE CO 80121 SOFTWARE 679267 ASSESSMENT TECHNOLOGIES 62277 COLLECTIONS CENTER DRIVE CHICAGO IL 60693 CONSULTING 508984 PICKERING ASSOCIATES INC 318 LEE ST W STE 200 CHARLESTON WV 25302 DESIGN SERVICES 454500 18 3600492 6372086 3508368 150423 13480946 TUITION AND FEES 611310 46807736 46807736 AUXILIARY SALES & SERVICING 611310 8435395 8435395 55243131 1085941 1085941 3088499 2937724 150775 150775 150775 0 3600492 0 0 OTHER INCOME 611310 1007468 1007468 1007468 70968261 55243131 0 2244184 19619032 19619032 2159805 2159805 20711454 19881206 513030 317218 5066322 4420875 559962 85485 609315 117399 469616 22300 444125 56091 386414 1620 1277844 1237641 20714 19489 917515 912013 5502 4720055 4039257 680798 814442 760939 53503 OTHER CONTRACTS 6103096 5775334 320700 7062 MISCELLANEOUS 4634966 3227013 1332604 75349 SUPPLIES 3135475 2802981 318665 13829 UTILITIES 2229399 1898813 329214 1372 72442845 64748594 7150527 543724 11829275 11753814 3618334 3781857 5360322 5058202 4181919 3436752 224746 153761 178995 164846 265098 305485 168073591 87416356 81194058 80657235 41688028 45279246 16667273 18084355 165208048 168675553 4205757 4462040 3932167 4057291 16379900 16172894 2798130 2530297 27315954 27222522 X 67275954 63743498 70616140 77709533 137892094 141453031 165208048 168675553 X -1474584 3334024 1701497 X X 0 1 X 1 1 1 X 6440180 7773686 22447937 16508056 13480942 66650801 6440180 7773686 22447937 16508056 13480942 66650801 2787199 63863602 681464 691534 761338 778971 1085932 3999239 103893 79919 88917 12663 285392 70935432 0.90030 0.80450 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 37965941 781604 3267871 945876 441105 40628435 36648640 155467 2474398 -891507 -421057 37965941 39243680 212972 1620381 -805398 -382233 36648640 30787390 142154 9468115 -780303 -373676 39243680 30873941 489197 480670 -709759 -346659 30787390 0.10670 0.89330 1 0 4197155 4197155 163876436 87416356 76460080 80657235 BENEFICIAL INTEREST IN PERPETUAL TRUSTS 17261123 RIGHT-OF-USE OPERATING LEASE ASSET 823232 18084355 REFUNDABLE ADVANCES UNDER GOVT GRANT 1573299 OPERATING/CAPITAL LEASE OBLIGATIONS 841902 OBLIGATIONS UNDER SPLIT INTEREST AGREEMENT 115096 2530297 56384750 3334024 1701514 5035538 51349212 19619049 19619049 70968261 52823813 0 52823813 19619032 19619032 72442845 PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF INTEREST RATE SWAP -119,463. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 47,189. GAIN ON BENEFICIAL INTERESET IN EXTERNAL TRUSTS 1,773,788. PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS AND AWARDS 19,619,032. ROUNDING ADJUSTMENT 17. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS AND AWARDS 19,619,032. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE UNIVERSITY OF CHARLESTON DOES NOT DISCRIMINATE AGAINST ANY PERSON BECAUSE OF RACE, COLOR, RELIGION, SEX, SEXUAL ORIENTATION, NATIONAL OR ETHNIC ORIGIN, AGE, DISABILITY, OR VETERAN STATUS IN ADMINISTRATION OF ITS EDUCATIONAL POLICIES, SCHOLARSHIP AND LOAN PROGRAMS, ADMISSIONS, EMPLOYMENT, ATHLETICS AND OTHER SCHOOL-ADMINISTERED PROGRAMS IN ACCORDANCE WITH THE LAWS OF THE UNITED STATES AND THE STATE OF WEST VIRGINIA. SCHEDULE E, PART I, LINE 6 ASSISTANCE CONSISTS OF PARATICIPATION IN FEDERAL STUDENT FINANCIAL ASSISTANCE PROGRAMS EUROPE 1 1 PROGRAM SERVICES INSTRUCTOR/FACILITATOR 60494 1 1 0 0 1 1 60494 0 60494 0 0 0 0 0 0 GORMAN HALL GIVING DRIVE 3490104 3490104 RIGGLEMAN WALKWAY GIVING DRIVE 110388 110388 3600492 3600492 0 SCHOLARSHIPS 1052 19619032 PART I, LINE 2: STUDENTS ARE AWARDED SCHOLARSHIPS BASED ON AN EVALUATION OF NEED AND ELIGIBLITY 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). X 1 0 X X 0 0 0 0 0 0 0 0 0 MARTIN ROTH PRESIDENT,TRUSTEE EX-OFFIC 367932 0 0 0 0 0 19800 0 11896 0 399628 0 0 0 KRISTY LUCAS DEAN OF SCHOOL OF PHARMACY 221468 0 0 0 0 0 13596 0 5997 0 241061 0 0 0 CLETA HARLESS EXECUTIVE VP & CFO 165948 0 0 0 0 0 10506 0 11896 0 188350 0 0 0 MINDY SMITH-AMBURGEY DEAN OF THE SCHOOL OF HEAL 148456 0 0 0 0 0 8100 0 5997 0 162553 0 0 0 JULIE TESTMAN PROFESSOR OF PHARMACY 130681 0 0 0 0 0 7736 0 19032 0 157449 0 0 0 M D OMAR KHAN FORMER PROF. OF PHARMACY 128768 0 0 0 0 0 7689 0 0 0 136457 0 0 0 A CHARLESTON BUILDING COMMISSION 556000160 2024-03-07 16448268 REFUNDING 0 0 0 A 70064 16448268 205310 1 0 1 1 A 0 0 0 0 0 0 1 A 0 0 0 0 1 1 TRUIST 5.000000000000 1 0 0 0 0 A 0 X 5 150423 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B THE AUDIT COMMITTEE REVIEWS AND APPROVES FORM 990 BEFORE IT IS PRESENTED TO THE ENTIRE BOARD FOR REVIEW BEFORE SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C EACH TRUSTEE WHEN ELECTED OR RE-ELECTED TO THE BOARD AND EACH INSTITUTIONAL OFFICER, MUST ANNUALLY (1) REVIEW THE POLICY; (2) DISCLOSE ANY POSSIBLE PERSONAL, FAMILIAL, OR BUSINESS RELATIONSHIPS THAT REASONABLY COULD GIVE RISE TO A CONFLICT INVOLVING THE UNIVERSITY; AND (3) ACKNOWLEDGE BY SIGNATURE THAT THEY ARE IN ACCORDANCE WITH THE LETTER AND SPIRIT OF THIS POLICY. FORM 990, PART VI, SECTION B, LINE 15 BOARD OF TRUSTEES EXECUTIVE COMMITTEE HAS OVERSIGHT OF ALL ELEMENTS OF EXECUTIVE COMPENSATION. THE COMMITTEE REVIEWS CURRENT COMPENSATION AND DETERMINES REASONABLENESS OF COMPENSATION BY REVIEWING COMPARABLE ORGANIZATIONS.THE BOARD REVIEWS CURRENT COMPENSATION OF OTHER OFFICERS AND DETERMINES REASONABLE COMPENSATION BASED ON COMPARABLE ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 18 FORM 990 AND 990-T ARE AVAILABLE FOR PUBLIC INSPECTION VIA VARIOUS WEBSITES AND BY MAKING A FORMAL REQUEST AT THE UNIVERSITY OFFICE. FORM 990, PART VI, SECTION C, LINE 19 NO DOCUMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF INTEREST RATE SWAP -119,463. SCHOLARSHIPS AND AWARDS 19,619,032. SCHOLARSHIPS AND AWARDS -19,619,032. GAIN ON BENEFICIAL INTERESET IN EXTERNAL TRUSTS 1,773,788. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 47,189. ROUNDING ADJUSTMENT -17. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.