2026-05-15T13:30:29-05:00 2025-06-30 540504608 BROWN EDWARDS & COMPANY LLP 707 VIRGINIA STREET EAST SUITE 300 CHARLESTON WV 25301 990 2024-07-01 550357039 THE UNIVERSITY OF CHARLESTON INC UNIV 3043574736 2300 MACCORKLE AVE SE CHARLESTON WV 25304 CLETA HARLESS EXECUTIVE VP AND CFO 3043574736 2026-05-15 1 1 MELISSA PRICE P00750418 3043434188 2026-05-15 2024 2025-03-06 01:10:19Z DR MARTIN S ROTH 2300 MACCORKLE AVE SE CHARLESTON WV 25304 78502014 0 X WWW.UCWV.EDU X 1948 WV EDUCATE EACH STUDENT FOR A LIFE OF PRODUCTIVE WORK, ENLIGHTENED LIVING AND COMMUNITY INVOLVEMENT. 26 26 849 0 0 0 13480946 9913946 55243131 58973561 1236716 2950113 1007468 1141324 70968261 72978944 19619032 19599576 0 0 27937581 30491339 0 0 564590 24886232 24743409 72442845 74834324 -1474584 -1855380 168675553 171798059 27222522 27111360 141453031 144686699 X EDUCATE EACH STUDENT FOR A LIFE OF PRODUCTIVE WORK, ENLIGHTENED LIVING, AND COMMUNITY INVOLVEMENT. 0 0 20657586 0 30790661 INSTRUCTION - THE UNIVERSITY PROVIDES EDUCATIONAL SERVICES AND INSTRUCTION TO APPROX. 3,000 FULL AND PART TIME STUDENTS SEEKING A COLLEGE EDUCATION AND/OR DEGREE. 9365441 0 8583324 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. 19599576 19599576 19599576 SCHOLARSHIPS AND FELLOWSHIPS - THE UNIVERSITY PROVIDES FINANCIAL ASSISTANCE TO STUDENTS EITHER BASED ON NEED OR ACADEMIC MERIT 17475891 OTHER PROGRAM SERVICES 17475891 67098494 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 1 107 0 1 849 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 26 26 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WV X X CLETA HARLESS 3043574738 UNIVERSITY OF CHARLESTON CHARLESTON WV 25304 GREG BURTON CHAIR 1.00 X X 0 0 0 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 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 DF MOCK 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 467432 0 34164 CLETA HARLESS EXECUTIVE VP & CFO 40.00 X 165688 0 24270 DANIEL SILBER EXECUTIVE VP & PROVOST 40.00 X 137338 0 30883 KRISTY LUCAS DEAN OF SCHOOL OF PHARMACY 40.00 X 221612 0 20586 ELIZABETH WOLFE EXECUTIVE VP OF ENROLLMENT 40.00 X 133918 0 15333 MINDY SMITH-AMBURGEY DEAN OF THE SCHOOL OF HEAL 40.00 X 147472 0 15404 TAIWO AJANI BUSINESS DIV FAC ASSOC PROF 40.00 X 133981 0 6489 STEVEN LESH PROGRAM DIRECTOR DPT 40.00 X 131244 0 22164 BETTY BEIMEL PROGRAM DIRECTOR NURSE PRACTIO 40.00 X 129164 0 7725 GANNET MONK FORMER ASSOCIATE PROF OF PHARMACY 40.00 X 140237 0 23627 JULIE TESTERMAN FORMER PROFESSOR OF PHARMACY 40.00 X 130681 0 29619 1938767 0 230264 43 1 1 0 PRAY CONSTRUCTION COMPANY 10331 TEAYS VALLEY ROAD SCOTT DEPOT WV 25560 CONSTRUCTION 2786495 AVI FOODSYSTEMS INC 2590 ELM ROAD NE WARREN OH 44483 FOOD-DINING SERVICES 1705621 INDEPENDENT COLLEGE ENTERPRISE 2300 MACCORKLE AVENUE SE CHARLESTON WV 25304 TECHNOLOGY SERVICES 614553 DOUGHERTY COMPANY INC PO BOX 1828 CHARLESTON WV 25327 CONSTRUCTION 599611 SOUTH CHARLESTON ELECTRIC CO PO BOX 8494 SOUTH CHARLESTON WV 25303 CONSTRUCTION 534628 20 6283683 3630263 66136 9913946 TUITION AND FEES 611310 50390237 50390237 AUXILIARY SALES & SERVICING 611310 8583324 8583324 58973561 820789 820789 7652394 5523070 2129324 2129324 2129324 OTHER INCOME 611310 1141324 1141324 1141324 72978944 58973561 0 4091437 19599576 19599576 1077154 1077154 23984508 22243872 1406824 333812 5429677 4849405 487135 93137 747724 182392 565332 728663 132458 573341 22864 1239365 1185702 44919 8744 889684 874505 15179 4749923 4106328 643595 852007 788140 63867 OTHER CONTRACTS 5555869 5057921 487552 10396 MISCELLANEOUS 4160864 2777416 1301855 81593 SUPPLIES 3366619 3208031 145874 12714 UTILITIES 2452691 2092748 358613 1330 74834324 67098494 7171240 564590 11753814 5531334 3781857 2894404 5058202 6315629 3436752 3342434 153761 121478 164846 185607 305485 320663 176289047 92037346 80657235 84251701 45279246 49360329 18084355 19474480 168675553 171798059 4462040 4184400 4057291 4428386 16172894 15856067 2530297 2642507 27222522 27111360 X 63743498 64803128 77709533 79883571 141453031 144686699 168675553 171798059 X -1855380 3811601 1277447 X X 0 1 X 1 1 1 X 7773686 22447937 16508056 13480942 9913946 70124567 7773686 22447937 16508056 13480942 9913946 70124567 2525685 67598882 691534 761338 778971 1085932 820789 4138564 79919 88917 12663 181499 74444630 0.90800 0.90030 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 40628435 473214 5648305 927657 524912 45297385 37965941 781604 3267871 945876 441105 40628435 36648640 155467 2474398 -891507 -421057 37965941 39243680 212972 1620381 -805398 -382233 36648640 30787390 142154 9468115 -780303 -373676 39243680 0.07460 0.92540 1 0 4197155 4197155 172091892 92037346 80054546 84251701 BENEFICIAL INTEREST IN PERPETUAL TRUSTS 18517084 RIGHT-OF-USE OPERATING LEASE ASSET 957396 19474480 REFUNDABLE ADVANCES UNDER GOVT GRANT 1571068 OPERATING/CAPITAL LEASE OBLIGATIONS 970768 OBLIGATIONS UNDER SPLIT INTEREST AGREEMENT 100671 2642507 58468416 3811601 1277447 5089048 53379368 19599576 19599576 72978944 55234748 0 55234748 19599576 19599576 74834324 PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF INTEREST RATE SWAP CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 21,489. GAIN ON BENEFICIAL INTERESET IN EXTERNAL TRUSTS 1,255,958. PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS AND AWARDS 19,599,576. ROUNDING ADJUSTMENT PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS AND AWARDS 19,599,576. 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 PARTICIPATION IN FEDERAL STUDENT FINANCIAL ASSISTANCE PROGRAMS EUROPE 1 1 PROGRAM SERVICES INSTRUCTOR/FACILITATOR 65893 1 1 0 0 1 1 65893 0 65893 0 0 0 0 0 0 0 SCHOLARSHIPS 998 19599576 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 467432 0 0 0 0 0 20400 0 13764 0 501596 0 0 0 KRISTY LUCAS DEAN OF SCHOOL OF PHARMACY 221612 0 0 0 0 0 13596 0 6990 0 242198 0 0 0 CLETA HARLESS EXECUTIVE VP & CFO 165688 0 0 0 0 0 10506 0 13764 0 189958 0 0 0 DANIEL SILBER EXECUTIVE VP & PROVOST 137338 0 0 0 0 0 9000 0 21883 0 168221 0 0 0 GANNET MONK FORMER ASSOCIATE PROF OF PHARMACY 140237 0 0 0 0 0 6802 0 16825 0 163864 0 0 0 MINDY SMITH-AMBURGEY DEAN OF THE SCHOOL OF HEAL 147472 0 0 0 0 0 8414 0 6990 0 162876 0 0 0 JULIE TESTERMAN FORMER PROFESSOR OF PHARMACY 130681 0 0 0 0 0 7736 0 21883 0 160300 0 0 0 STEVEN LESH PROGRAM DIRECTOR DPT 131244 0 0 0 0 0 8400 0 13764 0 153408 0 0 0 A CHARLESTON BUILDING COMMISSION 556000160 2024-03-07 16448268 REFUNDING 0 0 0 A 407422 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 1 51547 X SUPPLIES 6 14589 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 0. GAIN ON BENEFICIAL INTERESET IN EXTERNAL TRUSTS 1,255,961. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 21,489. ROUNDING ADJUSTMENT -3. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.