2022-05-13T15:10:17-05:00 2021-06-30 540504608 BROWN EDWARDS & COMPANY LLP 707 VIRGINIA STREET EAST SUITE 300 CHARLESTON WV 25301 990 2020-07-01 550357039 THE UNIVERSITY OF CHARLESTON INC UNIV 3043574736 2300 MACCORKLE AVE SE CHARLESTON WV 25304 CLETA HARLESS EXECUTIVE VP AND CFO 3043574736 2022-05-13 1 CLETA HARLESS XXX-XX-XXXX MELISSA PRICE P00750418 3043434188 2022-05-13 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z DR MARTIN S ROTH 2300 MACCORKLE AVE SE CHARLESTON WV 25304 66493632 0 X WWW.UCWV.EDU X 1948 WV EDUCATE EACH STUDENT FOR A LIFE OF PRODUCTIVE WORK, ENLIGHTENED LIVING AND COMMUNITY INVOLVEMENT. 18 18 874 0 0 78919 6440180 7773686 55929731 57603240 315698 691534 936002 425172 63621611 66493632 19830823 20938113 0 0 23275542 25615878 0 0 511016 22723912 18441874 65830277 64995865 -2208666 1497767 153751925 165466364 39650040 35620794 114101885 129845570 X EDUCATE EACH STUDENT FOR A LIFE OF PRODUCTIVE WORK, ENLIGHTENED LIVING, AND COMMUNITY INVOLVEMENT. 0 0 16267618 29431861 INSTRUCTION - THE UNIVERSITY PROVIDES EDUCATIONAL SERVICES AND INSTRUCTION TO APPROX. 2,400 FULL AND PART TIME STUDENTS SEEKING A COLLEGE EDUCATION AND/OR DEGREE 7112396 7233266 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. 20938113 20938113 20938113 SCHOLARSHIPS AND FELLOWSHIPS - THE UNIVERSITY PROVIDES FINANCIAL ASSISTANCE TO STUDENTS EITHER BASED ON NEED OR ACADEMIC MERIT 13535917 0 OTHER PROGRAM SERVICES 13535917 0 57854044 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 0 1 1 1 0 0 0 0 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 1 105 0 1 874 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X CLETA HARLESS 3043574736 UNIVERSITY OF CHARLESTON CHARLESTON WV 25304 KIMBERLY DICKERSON TRUSTEE 1.00 X 0 0 0 BEN BEAKES TRUSTEE 1.00 X 0 0 0 BOBBY BLAKLEY TRUSTEE 1.00 X 0 0 0 REBECCA MCPHAIL TRUSTEE 1.00 X 0 0 0 BERNARD LAYNE III TRUSTEE 1.00 X 0 0 0 JOHN BARRETT TRUSTEE 1.00 X 0 0 0 JENNIE FERRETTI TRUSTEE 1.00 X 0 0 0 NETTIE HORNE TRUSTEE 1.00 X 0 0 0 FONDA ELLIOT TRUSTEE 1.00 X 0 0 0 PATRICK GRANEY CHAIRMAN 1.00 X 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 TRUSTEE 1.00 X 0 0 0 LISA PACK TRUSTEE 1.00 X 0 0 0 STEVE WEHRLE TRUSTEE 1.00 X 0 0 0 DEAN CORDLE TRUSTEE 1.00 X 0 0 0 ELIZABETH KEIGHTLEY TRUSTEE 1.00 X 0 0 0 CLETA HARLESS EXECUTIVE VP & CFO 40.00 X 143172 0 17397 MARTIN ROTH PRESIDENT,TRUSTEE EX-OFFIC 40.00 X 345557 0 44985 JERRY FORSTER EXECUTIVE VP & COO 40.00 X 201197 0 20973 KIM SPIEZIO VP FOR ACADEMIC LIFE 40.00 X 154443 0 18001 ELIZABETH WOLFE VP OF ENROLLMENT 40.00 X 117013 0 11288 GAIL CARTER VP OF DEVELOPMENT 40.00 X 74259 0 8770 BREN STEVENS VP/DIRECTOR OF ATHLETICS 40.00 X 99715 0 0 VIRGINIA MOORE VP DEAN OF STUDENTS 40.00 X 76618 0 0 DAVID TRAUBE VP OF COMM & MRKTING 40.00 X 77829 0 0 KRISTY LUCAS PROF. OF PHARMACY 40.00 X 168897 0 13624 DAVID BOWYER PROFESS & DEPT CHAIR 40.00 X 161347 0 9965 M D OMAR KHAN ASSOC DEAN - PHARMACY 40.00 X 206796 0 19734 1826843 0 164737 8 0 1 0 AVI FOODSYSTEMS INC EDUCATION/HEALTHCARE DIVISION 2590 WARREN OH 44483 FOOD-CATERING 1190518 ASSESSMENT TECHNOLOGIES 40 NE INTERESTATE 401 LOOP SUITE 60 SAN ANTONIO TX 78216 CONSULTING 416747 SYCOM TECHNOLOGIES 1801 BAYBERRY CT STE 302 RICHMOND VA 23226 CONSULTING 302638 GOOGLE INC 1600 AMPHITHEATRE PARKWAY MOUNTAIN VIEW CA 94043 MARKETING 275035 WILSON RESTORATION 4520 NEW TEXAS RD PITTSBURG PA 15239 CONSTRUCTION 121633 5 7773686 26849 7773686 TUITION AND FEES 611310 50369974 50369974 AUXILIARY SALES & SERVICING 611310 7233266 7233266 57603240 691534 691534 OTHER INCOME 611310 241899 241899 ATHLETICS 611310 161784 161784 CHANGE IN VALUE OF SPLIT INTE 611310 21489 21489 425172 66493632 50531758 0 8188188 20938113 20938113 1411219 1411219 19892280 18679788 879980 332512 4312379 3564654 680210 67515 507222 489181 18041 520686 30018 489668 1000 428230 407894 12563 7773 985094 961868 23226 4132093 3445426 686667 759459 716213 43246 OTHER CONTRACTS 3190887 3108184 74392 8311 SUPPLIES 2710740 2429742 266457 14541 MISCELLANEOUS 2562775 1288970 1213841 59964 UTILITIES 2033194 1671680 360155 1359 611494 611494 64995865 57854044 6630805 511016 15331842 14889624 341304 335210 3240307 4566243 2802265 3031230 301675 220499 247617 243448 236523 232346 155091952 73835062 84273907 81256890 32857142 43056427 14119343 17634447 153751925 165466364 5473670 4826271 3663130 3844222 20968616 19463140 2111057 900000 7433567 6587161 39650040 35620794 X 59154711 59587408 54947174 70258162 114101885 129845570 153751925 165466364 X 1497767 13677135 568783 X 0 1 X 1 1 1 X 7463470 8219316 16654732 6440180 7773686 46551384 7463470 8219316 16654732 6440180 7773686 46551384 10821609 35729775 612692 635876 647925 681464 691534 3269491 108250 195040 155789 103893 79919 642891 50463766 0.70800 0.69180 X SUPPLEMENTAL INFORMATION THE UNIVERSITY IS A SCHOOL AS DESCRIBED IN SECTION 170(B)(1)(A)(II). HOWEVER, SCHEDULE A, PART 1, LINE 7 HAS BEEN MARKED, AND PART II HAS BEEN COMPLETED TO DEMONSTRATE THAT THE UNIVERSITY MEETS THE 33 1/3% SUPPORT TEST FOR PURPOSES OF APPLYING THE SPECIAL RULE APPLICABLE TO SCHEDULE B. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 30787390 142154 9468115 -780303 -373676 39243680 30873941 489197 480670 -709759 -346659 30787390 29943365 311389 1688877 -680590 -389100 30873941 28380168 316767 2329257 -687597 -395230 29943365 25347958 1652713 2647872 -780507 -487868 28380168 0.10920 0.89080 1 0 4147155 4147155 150944797 73835062 77109735 81256890 BENEFICIAL INT. IN PERPETUAL TRUSTS 17634447 17634447 REFUNDABLE ADVANCES UNDER GOVT GRANT 1436858 CAPITAL LEASE OBLIGATIONS 300962 PAYCHECK PROTECTION PROGRAM LOAN 4590000 ACCRUED CONSTRUCTION COSTS 259341 6587161 59801437 13677135 568783 14245918 45555519 20938113 20938113 66493632 44057752 0 44057752 20938113 20938113 64995865 PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF INTEREST RATE SWAP 568,783. PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS AND AWARDS 20,938,113. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS AND AWARDS 20,938,113. 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, SEX, RELIGION, 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 SCHEDULE E, PART I, LINE 7 PUBLICATION OF NONDISCRIMINATORY POLICY IN MEDIA EXPLANATION IN ACCORDANCE WITH THE LAWS OF THE UNITED STATES AND THE STATE OF WEST VIRGINIA. EUROPE 1 PROGRAM SERVICES INSTRUCTOR/FACILITATOR 72576 0 0 0 0 0 0 72576 0 72576 0 0 0 0 0 0 PART III ACCOUNTING METHOD: 0 SCHOLARSHIPS 1211 20938113 PART I, LINE 2 - PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS 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.) X 1 0 X X 0 0 0 0 0 0 0 0 0 MARTIN ROTH PRESIDENT,TRUSTEE EX-OFFIC 345557 0 0 0 0 0 36600 0 8385 0 390542 0 0 0 M D OMAR KHAN ASSOC DEAN - PHARMACY 206796 0 0 0 0 0 11668 0 8066 0 226530 0 0 0 JERRY FORSTER EXECUTIVE VP & COO 201197 0 0 0 0 0 12588 0 8385 0 222170 0 0 0 KRISTY LUCAS PROF. OF PHARMACY 168897 0 0 0 0 0 9026 0 4598 0 182521 0 0 0 KIM SPIEZIO VP FOR ACADEMIC LIFE 154443 0 0 0 0 0 9616 0 8385 0 172444 0 0 0 DAVID BOWYER PROFESS & DEPT CHAIR 161347 0 0 0 0 0 9616 0 349 0 171312 0 0 0 CLETA HARLESS EXECUTIVE VP & CFO 143172 0 0 0 0 0 9012 0 8385 0 160569 0 0 0 A CHARLESTON BUILDING COMMISSION 556000160 2003-09-22 8000000 RATRIE HALL CONSTRUCTION 0 0 0 B KANAWHA COUNTY BUILDING COMMISSION 311023488 2007-12-21 8285000 MIDDLE HALL CONSTRUCTION 0 0 0 C CHARLESTON BUILDING COMMISSION 556000160 2018-10-25 18025000 REFUNDING 0 0 0 A 6727136 8000000 45514 7954486 2004 0 0 1 1 B 7103092 8285000 112896 8172104 2008 0 0 1 1 C 769408 18025000 253516 17771484 2018 1 0 1 1 A 0 0 0 0 0 0 1 B 0 0 0 0 0 0 1 C 0 0 0 0 0 0 1 A 0 0 0 0 1 0 0 0 0 B 0 0 0 0 1 1 BB&T 15.000000000000 1 0 0 0 0 C 0 0 0 0 1 1 BB&T 5.000000000000 1 0 0 0 0 A 0 B 0 C 0 X 6 26849 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 568,783. SCHOLARSHIPS AND AWARDS 20,938,113. SCHOLARSHIPS AND AWARDS -20,938,113.