Nonprofit · EIN 55-0357039
UNIVERSITY OF CHARLESTON
Tax-exempt · CHARLESTON, WV 25304
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $72,978,944 | $74,834,324 | -$1,855,380 | $171,798,059 | $27,111,360 | $144,686,699 |
| June 30, 2024 | 990 | $70,968,261 | $72,442,845 | -$1,474,584 | $168,675,553 | $27,222,522 | $141,453,031 |
| June 30, 2023 | 990 | $77,150,566 | $70,942,251 | $6,208,315 | $165,208,048 | $27,315,954 | $137,892,094 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $9,913,946
- of which government grants
- $6,283,683
- Program service revenue
- $58,973,561
- Investment income
- $2,950,113
- Net gain from sales of assets
- $2,129,324
- Other revenue
- $1,141,324
Expenses
- Grants and similar amounts paid
- $19,599,576
- Compensation of officers, directors and key employees
- $1,077,154
- Other salaries and wages
- $23,984,508
- Salaries, compensation and benefits (total)
- $30,491,339
- Professional fundraising fees
- $0
- Travel
- $1,239,365
- Depreciation
- $4,749,923
- Program services (functional)
- $67,098,494
- Management and general (functional)
- $7,171,240
- Fundraising (functional)
- $564,590
Balance sheet and other
- Total assets, start of year
- $168,675,553
- Total assets, end of year
- $171,798,059
- Total liabilities, end of year
- $27,111,360
- Net assets, end of year
- $144,686,699
- Land, buildings and equipment
- $84,251,701
- Publicly traded securities
- $49,360,329
- Net assets without donor restrictions
- $64,803,128
- Net assets with donor restrictions
- $79,883,571
- Gross receipts
- $78,502,014
- Employees
- 849
- Volunteers
- 0
- Year formed
- 1948
- State of legal domicile
- WV
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MARTIN ROTH | PRESIDENT,TRUSTEE EX-OFFIC Officer | 40 | $467,432 | $34,164 |
| KRISTY LUCAS | DEAN OF SCHOOL OF PHARMACY Key employee | 40 | $221,612 | $20,586 |
| CLETA HARLESS | EXECUTIVE VP & CFO Officer | 40 | $165,688 | $24,270 |
| DANIEL SILBER | EXECUTIVE VP & PROVOST Officer | 40 | $137,338 | $30,883 |
| GANNET MONK | FORMER ASSOCIATE PROF OF PHARMACY Former | 40 | $140,237 | $23,627 |
| MINDY SMITH-AMBURGEY | DEAN OF THE SCHOOL OF HEAL Highest-paid employee | 40 | $147,472 | $15,404 |
| JULIE TESTERMAN | FORMER PROFESSOR OF PHARMACY Former | 40 | $130,681 | $29,619 |
| STEVEN LESH | PROGRAM DIRECTOR DPT Highest-paid employee | 40 | $131,244 | $22,164 |
| ELIZABETH WOLFE | EXECUTIVE VP OF ENROLLMENT Highest-paid employee | 40 | $133,918 | $15,333 |
| TAIWO AJANI | BUSINESS DIV FAC ASSOC PROF Highest-paid employee | 40 | $133,981 | $6,489 |
| BETTY BEIMEL | PROGRAM DIRECTOR NURSE PRACTIO Highest-paid employee | 40 | $129,164 | $7,725 |
| GREG BURTON | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| JENNIE FERRETTI | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| ERIC HICKS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| BEN BEAKES | TRUSTEE Trustee or director | 1 | $0 | $0 |
22 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NANCY BRUNS | TRUSTEE Trustee or director | 1 | $0 |
| PHILIP MORABITO | TRUSTEE Trustee or director | 1 | $0 |
| PATRICK O'MALLEY | TRUSTEE Trustee or director | 1 | $0 |
| JOHN BARRETT | TRUSTEE Trustee or director | 1 | $0 |
| MAGDALENA COOK | TRUSTEE Trustee or director | 1 | $0 |
| KIMBERLY DICKERSON | TRUSTEE Trustee or director | 1 | $0 |
| MICHAEL CARY | TRUSTEE Trustee or director | 1 | $0 |
| DAVID GALLAGHER | TRUSTEE Trustee or director | 1 | $0 |
| PAUL WHITE | TRUSTEE Trustee or director | 1 | $0 |
| LISA PACK | TRUSTEE Trustee or director | 1 | $0 |
| STEVE WEHRLE | TRUSTEE Trustee or director | 1 | $0 |
| ELIZABETH WALKER | TRUSTEE Trustee or director | 1 | $0 |
| DF MOCK | TRUSTEE Trustee or director | 1 | $0 |
| DAVE RAMSEY | TRUSTEE Trustee or director | 1 | $0 |
| MARION JONES | TRUSTEE Trustee or director | 1 | $0 |
| BERNARD LAYNE | TRUSTEE Trustee or director | 1 | $0 |
| DEAN CORDLE | TRUSTEE Trustee or director | 1 | $0 |
| FONDA ELLIOT | TRUSTEE Trustee or director | 1 | $0 |
| NETTIE HORNE | TRUSTEE Trustee or director | 1 | $0 |
| DICKIE JAMIESON | TRUSTEE Trustee or director | 1 | $0 |
| PAUL SMITH | TRUSTEE Trustee or director | 1 | $0 |
| LOUIS WEISBERG | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 37 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MARTIN ROTH | PRESIDENT,TRUSTEE EX-OFFIC Officer | 40 | $367,932 | $31,696 |
| KRISTY LUCAS | DEAN OF SCHOOL OF PHARMACY Key employee | 40 | $221,468 | $19,593 |
| CLETA HARLESS | EXECUTIVE VP & CFO Officer | 40 | $165,948 | $22,402 |
| MINDY SMITH-AMBURGEY | DEAN OF THE SCHOOL OF HEAL Highest-paid employee | 40 | $148,456 | $14,097 |
| JULIE TESTMAN | PROFESSOR OF PHARMACY Highest-paid employee | 40 | $130,681 | $26,768 |
| ELIZABETH WOLFE | EXECUTIVE VP OF ENROLLMENT Highest-paid employee | 40 | $133,918 | $14,340 |
| JOHN BARNETTE | ASSISTANT VP FOR STRATEGIC INI Highest-paid employee | 40 | $131,858 | $7,416 |
| BETTY BEIMEL | PROGRAM DIRECTOR NURSE PRA Highest-paid employee | 40 | $130,589 | $7,725 |
| M D OMAR KHAN | FORMER PROF. OF PHARMACY Former | 40 | $128,768 | $7,689 |
| KIM SPIEZIO | EXECUTIVE VP & PROVOST Officer | 40 | $91,306 | $11,640 |
| DANIEL SILBER | EXECUTIVE VP & PROVOST Officer | 40 | $74,250 | $12,379 |
| JENNIE FERRETTI | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| ERIC HICKS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| BEN BEAKES | TRUSTEE Trustee or director | 1 | $0 | $0 |
| NANCY BRUNS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| PHILIP MORABITO | TRUSTEE Trustee or director | 1 | $0 | $0 |
| PATRICK O'MALLEY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JOHN BARRETT | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MAGDALENA COOK | TRUSTEE Trustee or director | 1 | $0 | $0 |
| KIMBERLY DICKERSON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MICHAEL CARY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DAVID GALLAGHER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| PAUL WHITE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| GREG BURTON | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| LISA PACK | TRUSTEE Trustee or director | 1 | $0 | $0 |
| STEVE WEHRLE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ELIZABETH WALKER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JOSH PRAY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DAVE RAMSEY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MARION JONES | TRUSTEE Trustee or director | 1 | $0 | $0 |
| BERNARD LAYNE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DEAN CORDLE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| FONDA ELLIOT | TRUSTEE Trustee or director | 1 | $0 | $0 |
| NETTIE HORNE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DICKIE JAMIESON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| PAUL SMITH | TRUSTEE Trustee or director | 1 | $0 | $0 |
| LOUIS WEISBERG | TRUSTEE Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 31 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MARTIN ROTH | PRESIDENT,TRUSTEE EX-OFFIC Officer | 40 | $357,644 | $26,998 |
| KRISTY LUCAS | DEAN OF SCHOOL OF PHARMACY Key employee | 40 | $184,572 | $15,017 |
| CLETA HARLESS | EXECUTIVE VP & CFO Officer | 40 | $150,119 | $18,119 |
| KIM SPIEZIO | EXECUTIVE VP & PROVOST Officer | 40 | $149,992 | $17,968 |
| M D OMAR KHAN | PROF. OF PHARMACY Highest-paid employee | 40 | $137,913 | $8,201 |
| D BELLAMY | DEAN OF THE SCHOOL OF BUSINESS Highest-paid employee | 40 | $128,678 | $16,059 |
| ELIZABETH WOLFE | EXECUTIVE VP OF ENROLLMENT MANAGEMENT Highest-paid employee | 40 | $126,846 | $12,288 |
| BETTY BEIMEL | PROGRAM DIRECTOR NURSE PRACT. Highest-paid employee | 40 | $128,664 | $7,500 |
| MINDY SMITH-AMBURGEY | DEAN OF THE SCHOOL OF HEALTH SCIENCES Highest-paid employee | 40 | $127,534 | $8,199 |
| ERIC HICKS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| BEN BEAKES | TRUSTEE Trustee or director | 1 | $0 | $0 |
| NANCY BRUNS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| PHILIP MORABITO | TRUSTEE Trustee or director | 1 | $0 | $0 |
| PATRICK O'MALLEY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JOHN BARRETT | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JENNIE FERRETTI | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| MAGDALENA COOK | TRUSTEE Trustee or director | 1 | $0 | $0 |
| KIMBERLY DICKERSON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| PATRICK GRANEY | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| MICHAEL CARY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DAVID GALLAGHER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| PAUL WHITE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| GREG BURTON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| LISA PACK | TRUSTEE Trustee or director | 1 | $0 | $0 |
| STEVE WEHRLE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ELIZABETH WALKER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JOSH PRAY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DAVE RAMSEY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MARION JONES | TRUSTEE Trustee or director | 1 | $0 | $0 |
| BERNARD LAYNE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DEAN CORDLE | TRUSTEE Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2300 MACCORKLE AVE SE, CHARLESTON, WV 25304-1045
- In care of
- % STEVE DAVIS
- Mailing address (990-N for 2018)
- 2300 MacCorkle Ave SE, Charleston WV 25304
- Principal officer (990 for 2024)
- DR MARTIN S ROTH, 2300 MACCORKLE AVE SE, CHARLESTON, WV 25304
- Principal officer (990-N for 2018)
- Shelley Schliesser, 2300 MacCorkle Ave SE, Charleston WV 25304
- Signed the 990
- CLETA HARLESS, EXECUTIVE VP AND CFO
- Phone
- (304) 357-4736
- Website
- WWW.UCWV.EDU
- Return prepared by
- BROWN EDWARDS & COMPANY LLP
Mission
EDUCATE EACH STUDENT FOR A LIFE OF PRODUCTIVE WORK, ENLIGHTENED LIVING, AND COMMUNITY INVOLVEMENT.
Program accomplishments
- INSTRUCTION - THE UNIVERSITY PROVIDES EDUCATIONAL SERVICES AND INSTRUCTION TO APPROX. 3,000 FULL AND PART TIME STUDENTS SEEKING A COLLEGE EDUCATION AND/OR DEGREE.Expenses $20,657,586 · revenue $30,790,661
- 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.Expenses $9,365,441 · revenue $8,583,324
- SCHOLARSHIPS AND FELLOWSHIPS - THE UNIVERSITY PROVIDES FINANCIAL ASSISTANCE TO STUDENTS EITHER BASED ON NEED OR ACADEMIC MERITExpenses $19,599,576 · grants $19,599,576 · revenue $19,599,576
- OTHER PROGRAM SERVICESExpenses $17,475,891
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 55-0357039
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- School
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1948
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B43Z)
- Assets (IRS master file)
- $171,798,059
- Income (IRS master file)
- $78,502,014
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $72,978,944 | $74,834,324 | $171,798,059 | IRS |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $70,968,261 | $72,442,845 | $168,675,553 | IRS |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $77,150,566 | $70,942,251 | $165,208,048 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $80,269,792 | $73,805,163 | $159,209,306 | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990-N for 2018 Officer: Shelley Schliesser | June 30, 2019 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 55-0357039).
Questions about UNIVERSITY OF CHARLESTON
- What is the EIN of UNIVERSITY OF CHARLESTON?
- The employer identification number (EIN) of UNIVERSITY OF CHARLESTON is 55-0357039.
- Is UNIVERSITY OF CHARLESTON tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1948.
- Are donations to UNIVERSITY OF CHARLESTON tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UNIVERSITY OF CHARLESTON file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of UNIVERSITY OF CHARLESTON due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UNIVERSITY OF CHARLESTON last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of UNIVERSITY OF CHARLESTON?
- The 990 for the year ended June 30, 2025 names DR MARTIN S ROTH.
- Who are the officers and directors of UNIVERSITY OF CHARLESTON?
- The 990 for the year ended June 30, 2025 lists 37 people; 11 received compensation from the organization, the highest $467,432 (MARTIN ROTH, PRESIDENT,TRUSTEE EX-OFFIC).
- How much revenue does UNIVERSITY OF CHARLESTON have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $72,978,944, expenses of $74,834,324 and total assets of $171,798,059 at year end.
Other nonprofits in CHARLESTON
- WEST VIRGINIA UNIVERSITY MEDICAL CORPORATION EIN 55-0779739 · last filed 990 for 2023
- MOUNTAIN STATE LEARNING SOLUTIONS INC EIN 87-2155971 · last filed 990 for 2025
- THE EDUCATION ALLIANCE-BUSINESS AND COMMUNITY FOR PUBLIC SCHOOL IN EIN 55-0630914 · last filed 990 for 2025
- INDEPENDENT COLLEGE ENTERPRISE INC EIN 55-0777066 · last filed 990 for 2023
- MONTESSORI ETC INC EIN 31-1035932 · last filed 990 for 2025
- ZION CHILD DEVELOPMENT CENTER EIN 27-2794180 · last filed 990 for 2024
- WEST VIRGINIA INDEPENDENT COLLEGES AND UNIVERSITIES INC EIN 55-0465880 · last filed 990 for 2025
- WEST VIRGINIA CITIZEN ACTION EDUCATION FUND INC EIN 11-3660992 · last filed 990 for 2024