WESTERN UNIVERSITY OF HEALTH SCIENCES: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- WESTERN UNIVERSITY OF HEALTH SCIENCES (EIN 95-3127273)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-03-18
- IRS object ID
- 202410789349300346
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule E
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-03-18T17:03:22-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 366055558 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 STATE ST 13TH FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 953127273 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTERN UNIVERSITY OF HEALTH SCIENCES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WEST | BusinessNameControlTxt |
| Phone | 9096236116 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 309 E SECOND STREET | AddressLine1Txt |
| City | POMONA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 917661854 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSHUA MCFARLEN | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 9096236116 | PhoneNum |
| Signature | 2024-03-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOSHUA | PersonFirstNm |
| Person Last | MCFARLEN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIN COUTURE | PreparerPersonNm |
| PTIN | P01390592 | PTIN |
| Phone | 6177237900 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ROBIN FARIAS-EISNER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 309 E SECOND STREET | AddressLine1Txt |
| City | POMONA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 917661854 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $612,375,366 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.WESTERNU.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1977 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO PRODUCE, IN A HUMANISTIC TRADITION, HEALTH CARE PROFESSIONALS AND (CONT. ON SCH. O) BIOMEDICAL KNOWLEDGE THAT WILL ENHANCE AND EXTEND THE QUALITY OF LIFE IN OUR COMMUNITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 1918 | TotalEmployeeCnt |
| Total Volunteers | 240 | TotalVolunteersCnt |
| Total Gross UBI | $76,233 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $54,012 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $23,101,352 | PYContributionsGrantsAmt |
| CY Contributions Grants | $22,653,134 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $214,911,228 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $221,382,172 | CYProgramServiceRevenueAmt |
| PY Investment Income | $12,802,069 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,909,724 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,802,327 | PYOtherRevenueAmt |
| CY Other Revenue | $5,379,732 | CYOtherRevenueAmt |
| PY Total Revenue | $253,616,976 | PYTotalRevenueAmt |
| CY Total Revenue | $253,324,762 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $6,197,818 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $5,207,031 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $142,725,234 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $150,930,929 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,794,072 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $73,916,387 | PYOtherExpensesAmt |
| CY Other Expenses | $80,265,766 | CYOtherExpensesAmt |
| PY Total Expenses | $222,839,439 | PYTotalExpensesAmt |
| CY Total Expenses | $236,403,726 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $30,777,537 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $16,921,036 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $538,844,634 | TotalAssetsBOYAmt |
| Total Assets EOY | $546,254,576 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $286,874,319 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $267,045,391 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $251,970,315 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $279,209,185 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PRODUCE, IN A HUMANISTIC TRADITION, HEALTH CARE PROFESSIONALS AND BIOMEDICAL KNOWLEDGE THAT WILL ENHANCE AND EXTEND THE QUALITY OF LIFE IN OUR COMMUNITIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $174,905,791 | ExpenseAmt |
| Grant | $5,207,031 | GrantAmt |
| Revenue | $209,991,386 | RevenueAmt |
| Desc | WESTERN UNIVERSITY OF HEALTH SCIENCES IS ONE OF THE LARGEST GRADUATE UNIVERSITIES FOR THE HEALTH PROFESSIONS IN THE WESTERN UNITED STATES. WESTERN UNIVERSITY CONFERS DEGREES FOR PHYSICIANS, PHARMACISTS, NURSES, PHYSICIAN ASSISTANTS, PHYSICAL THERAPISTS, VETERINARIANS, DENTISTS, PODIATRISTS, OPTOMETRISTS, AND RESEARCHERS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $15,262,067 | ExpenseAmt |
| Revenue | $15,751,633 | RevenueAmt |
| Desc | WESTERNU HEALTH CLINICS WERE FOUNDED BY WESTERN UNIVERSITY OF HEALTH SCIENCES IN 2008 AS ACADEMIC MEDICAL CENTERS. AS A TEACHING FACILITY, WESTERNU HEALTH SERVES RESIDENTS AS WELL AS TEACHING STAFF AND STUDENTS IN SOUTHERN CALIFORNIA AND PORTLAND AREAS. WESTERNU HEALTH WAS ESTABLISHED TO PROVIDE TEACHING, MEDICAL SERVICES, AND RESEARCH IN SPECIALTY AREAS INCLUDING EYE CARE, DENTAL CARE, PHARMACY, AND MANY MORE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $190,167,858 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 973 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1918 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (1) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSHUA MCFARLEN | PersonNm |
| Phone | 9096236116 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 309 EAST SECOND STREET | AddressLine1Txt |
| City | POMONA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 917661854 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (37 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Key EmployeeKeyEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|---|---|
| ROBIN FARIAS-EISNER | ||||||||||
| PRESIDENT | 40.00 | 0.00 | Yes (X) | $1,141,578 | $0 | $22,915 | ||||
| DANIEL WILSON | ||||||||||
| PROFESSOR | 40.00 | 0.00 | $993,569 | $0 | $42,573 | Yes (X) | ||||
| DEVENDRA AGRAWAL | ||||||||||
| DIR. TRANSLATIONAL RESEARCH/PROF. | 40.00 | 0.00 | $497,398 | $0 | $37,797 | Yes (X) | ||||
| DAVID BARON | ||||||||||
| PROFESSOR | 40.00 | 0.00 | $431,407 | $0 | $38,640 | Yes (X) | ||||
| CLIVE HOUSTON-BROWN | ||||||||||
| COO | 40.00 | 0.00 | Yes (X) | $416,959 | $0 | $43,811 | ||||
| PAULA CRONE | ||||||||||
| PROVOST & CHIEF ACADEMIC OFFICER | 40.00 | 0.00 | Yes (X) | $417,321 | $0 | $38,566 | ||||
| DAVID CONNETT | ||||||||||
| ACTING DEAN COMP | 40.00 | 0.00 | $403,678 | $0 | $33,762 | Yes (X) | ||||
| JEFFREY ELO | ||||||||||
| PROF/ADVANCED CLINICAL SERVICES | 40.00 | 0.00 | $355,748 | $0 | $48,551 | Yes (X) | ||||
| ROBERT WARREN | ||||||||||
| ASC. PRVST CLNCL AFFAIRS/ASC. PROF | 40.00 | 0.00 | $350,538 | $0 | $36,395 | Yes (X) | ||||
| STEPHEN FRIEDRICHSEN | ||||||||||
| DEAN COL OF DENTISTRY (THRU 08/2022) | 40.00 | 0.00 | $351,744 | $0 | $28,911 | Yes (X) | ||||
| PHILIP NELSON | ||||||||||
| DEAN VETERINARY MED (THRU 08/2022) | 40.00 | 0.00 | $308,545 | $0 | $33,315 | Yes (X) | ||||
| SUNIL PRABHU | ||||||||||
| DEAN PHARMACY | 40.00 | 0.00 | $294,815 | $0 | $36,436 | Yes (X) | ||||
| DIANE ABRAHAM | ||||||||||
| SVP UNIV. ADVANCEMENT (THRU 09/2022) | 40.00 | 0.00 | $294,215 | $0 | $30,426 | Yes (X) | ||||
| JOSHUA MCFARLEN | ||||||||||
| CFO & TREASURER | 40.00 | 0.00 | Yes (X) | $269,646 | $0 | $29,222 | ||||
| BRADLEY HENSON | ||||||||||
| INTERIM SVP RESEARCH | 40.00 | 0.00 | $265,256 | $0 | $30,858 | Yes (X) | ||||
| ELIZABETH ANDREWS | ||||||||||
| DEAN COL OF DENTISTRY (AS OF 08/2022) | 40.00 | 0.00 | $255,898 | $0 | $29,990 | Yes (X) | ||||
| JOHN TEGZES | ||||||||||
| INTERIM DEAN VET MED (AS OF 09/2022) | 40.00 | 0.00 | $252,873 | $0 | $25,612 | Yes (X) | ||||
| DANIEL ROBINSON | ||||||||||
| PROFESSOR (THRU 06/2022) | 40.00 | 0.00 | $166,072 | $0 | $15,598 | Yes (X) | ||||
| ART ANTIN | ||||||||||
| MEMBER-AT-LARGE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| DAN G ALDRICH III PHD | ||||||||||
| MEMBER-AT-LARGE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| RICHARD BOND | ||||||||||
| MEMBER-AT-LARGE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| THE HON CONSUELO CALLAHAN | ||||||||||
| MEMBER-AT-LARGE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| TONY CHAN | ||||||||||
| MEMBER-AT-LARGE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| MIN CUI PHD | ||||||||||
| MEMBER-AT-LARGE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| KELLY G DAY | ||||||||||
| MEMBER-AT-LARGE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| JOHN FORBING | ||||||||||
| MEMBER-AT-LARGE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| JAMES LALLY DO | ||||||||||
| MEMBER-AT-LARGE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| MICHAEL A OKATY JD LLM | ||||||||||
| MEMBER-AT-LARGE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| NATE OUBRE | ||||||||||
| MEMBER-AT-LARGE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| DIANNE PHILIBOSIAN PHD | ||||||||||
| MEMBER-AT-LARGE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| ROB RICHARDSON DO | ||||||||||
| MEMBER-AT-LARGE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| SEAN P STANTON | ||||||||||
| MEMBER-AT-LARGE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| ELIZABETH ZAMORA | ||||||||||
| MEMBER-AT-LARGE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| JEFFREY HEATHERINGTON | ||||||||||
| SECRETARY(AS OF 8/2022) | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| MICHAEL COWGILLESQ | ||||||||||
| MEMBER-AT-LARGE(AS OF 10/2022) | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| CATHERINE MATER | ||||||||||
| MEMBER-AT-LARGE(AS OF 10/2022) | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| HEATHER MCDANIEL | ||||||||||
| MEMBER-AT-LARGE(AS OF 10/2022) | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $7,467,260 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $603,378 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 427 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| NHPPMB LP | |||||
| 10350 ORMBSY PARK PLACE SUITE 300 | LOUISVILLE | KY | 40223 | LEASE MANAGEMENT | $3,588,423 |
| SAMARITAN HEALTH SERVICES INC | |||||
| 801 N HARBOR BLVD | ANAHEIM | CA | 92805 | LEASE MANAGEMENT | $2,489,958 |
| ABM SERVICES INC | |||||
| 165 TECHNOLOGY AVE | IRVINE | CA | 92618 | JANITORIAL | $1,385,146 |
| JSB BUILDERS | |||||
| 17910 SKY PARK CIRCLE SUITE 200 | IRVINE | CA | 92614 | CONSTRUCTION | $1,208,260 |
| NELSON HCS INC | |||||
| 1340 REYNOLDS AVE | IRVINE | CA | 92614 | CONSTRUCTION | $1,064,144 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 137 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $8,672,911 | GovernmentGrantsAmt |
| All Other Contributions | $13,980,223 | AllOtherContributionsAmt |
| Noncash Contributions | $97,485 | NoncashContributionsAmt |
| Total Contributions | $22,653,134 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION REVENUE | 611710 | $205,630,538 | $205,630,538 |
| MEDICAL CLINIC REVENUE | 621400 | $11,635,551 | $11,635,551 |
| BOOKSTORE REVENUE | 621400 | $2,149,738 | $2,149,738 |
| STUDENT FEES | 611710 | $1,966,345 | $1,966,345 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $221,382,172 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,588,416 | TotalRevenueColumnAmt |
| Exclusion | $4,588,416 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,018,885 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,018,885 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,018,885 | TotalRevenueColumnAmt |
| Exclusion | $1,018,885 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $358,371,912 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $359,050,604 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$678,692 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$678,692 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $76,233 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$754,925 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| OUTSIDE REVENUE | 058633 | $2,169,287 | $2,169,287 |
| OTHER EDUCATIONAL REV. | 900099 | $1,153,368 | $1,153,368 |
| CONTINUING EDUCATION | 611710 | $151,199 | $151,199 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $886,993 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $886,993 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $4,360,847 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $253,324,762 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $225,743,019 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $76,233 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,852,376 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,207,031 | TotalAmt |
| Program Services | $5,207,031 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,129,957 | TotalAmt |
| Program Services | $2,452,822 | ProgramServicesAmt |
| Management And General | $2,677,135 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,448,984 | TotalAmt |
| Program Services | $460,727 | ProgramServicesAmt |
| Management And General | $988,257 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $114,936,112 | TotalAmt |
| Program Services | $97,458,167 | ProgramServicesAmt |
| Management And General | $15,809,858 | ManagementAndGeneralAmt |
| Fundraising | $1,668,087 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,277,799 | TotalAmt |
| Program Services | $6,011,479 | ProgramServicesAmt |
| Management And General | $1,166,415 | ManagementAndGeneralAmt |
| Fundraising | $99,905 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,833,298 | TotalAmt |
| Program Services | $11,426,337 | ProgramServicesAmt |
| Management And General | $2,217,066 | ManagementAndGeneralAmt |
| Fundraising | $189,895 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,304,779 | TotalAmt |
| Program Services | $6,859,767 | ProgramServicesAmt |
| Management And General | $1,331,009 | ManagementAndGeneralAmt |
| Fundraising | $114,003 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,520,088 | TotalAmt |
| Program Services | $94,054 | ProgramServicesAmt |
| Management And General | $1,426,034 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $473,292 | TotalAmt |
| Management And General | $473,292 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,829 | TotalAmt |
| Program Services | $26,554 | ProgramServicesAmt |
| Management And General | $53,275 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $445,500 | TotalAmt |
| Management And General | $445,500 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,502,899 | TotalAmt |
| Program Services | $6,317,454 | ProgramServicesAmt |
| Management And General | $4,045,201 | ManagementAndGeneralAmt |
| Fundraising | $140,244 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,588,998 | TotalAmt |
| Program Services | $472,522 | ProgramServicesAmt |
| Management And General | $1,101,843 | ManagementAndGeneralAmt |
| Fundraising | $14,633 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,056,555 | TotalAmt |
| Program Services | $1,387,380 | ProgramServicesAmt |
| Management And General | $609,066 | ManagementAndGeneralAmt |
| Fundraising | $60,109 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,845,321 | TotalAmt |
| Program Services | $3,169,878 | ProgramServicesAmt |
| Management And General | $1,596,019 | ManagementAndGeneralAmt |
| Fundraising | $79,424 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,496,029 | TotalAmt |
| Program Services | $10,327,977 | ProgramServicesAmt |
| Management And General | $1,996,346 | ManagementAndGeneralAmt |
| Fundraising | $171,706 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,382,320 | TotalAmt |
| Program Services | $2,760,439 | ProgramServicesAmt |
| Management And General | $583,541 | ManagementAndGeneralAmt |
| Fundraising | $38,340 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,404,120 | TotalAmt |
| Program Services | $1,085,239 | ProgramServicesAmt |
| Management And General | $303,766 | ManagementAndGeneralAmt |
| Fundraising | $15,115 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,489,506 | TotalAmt |
| Program Services | $3,694,883 | ProgramServicesAmt |
| Management And General | $743,879 | ManagementAndGeneralAmt |
| Fundraising | $50,744 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,425,892 | TotalAmt |
| Program Services | $6,931,050 | ProgramServicesAmt |
| Management And General | $1,399,374 | ManagementAndGeneralAmt |
| Fundraising | $95,468 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,110,392 | TotalAmt |
| Program Services | $1,444 | ProgramServicesAmt |
| Management And General | $2,108,948 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| ROTATIONS EXPENSE | $7,654,857 | $7,654,857 | ||
| MED/LAB/STDNT SUPPLIES | $4,299,728 | $4,295,708 | $3,905 | $115 |
| REPAIRS AND MAINTENANCE | $4,149,058 | $3,015,944 | $1,097,642 | $35,472 |
| COST OF GOODS SOLD | $3,109,033 | $3,109,033 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,232,349 | TotalAmt |
| Program Services | $5,947,112 | ProgramServicesAmt |
| Management And General | $1,264,425 | ManagementAndGeneralAmt |
| Fundraising | $20,812 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $236,403,726 | TotalAmt |
| Program Services | $190,167,858 | ProgramServicesAmt |
| Management And General | $43,441,796 | ManagementAndGeneralAmt |
| Fundraising | $2,794,072 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,788,565 | BOYAmt |
| EOY | $6,578,942 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $326,399 | BOYAmt |
| EOY | $313,424 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,594,724 | BOYAmt |
| EOY | $5,287,196 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,490,644 | BOYAmt |
| EOY | $44,990,378 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $848,802 | BOYAmt |
| EOY | $711,697 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,462,952 | BOYAmt |
| EOY | $2,551,717 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $261,945,202 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $123,632,943 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $138,652,364 | BOYAmt |
| EOY | $138,312,259 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $112,732,596 | BOYAmt |
| EOY | $126,791,876 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $151,477,264 | BOYAmt |
| EOY | $155,810,932 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,470,324 | BOYAmt |
| EOY | $64,906,155 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $538,844,634 | BOYAmt |
| EOY | $546,254,576 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,952,337 | BOYAmt |
| EOY | $33,492,940 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,289,631 | BOYAmt |
| EOY | $26,278,457 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $87,435,901 | BOYAmt |
| EOY | $83,126,589 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $138,196,450 | BOYAmt |
| EOY | $124,147,405 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $286,874,319 | BOYAmt |
| EOY | $267,045,391 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $222,802,286 | BOYAmt |
| EOY | $240,231,045 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,168,029 | BOYAmt |
| EOY | $38,978,140 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $251,970,315 | BOYAmt |
| EOY | $279,209,185 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $538,844,634 | BOYAmt |
| EOY | $546,254,576 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $16,921,036 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $4,815,652 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $5,502,182 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,925,299 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,319,398 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,944,496 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $23,101,352 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $22,653,134 | CurrentTaxYearAmt |
| Total | $76,943,679 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,925,299 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,319,398 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,944,496 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $23,101,352 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $22,653,134 | CurrentTaxYearAmt |
| Total | $76,943,679 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $14,292,205 | SubstantialContributorsTotAmt |
| Public Support Total170 | $62,651,474 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,656,565 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,309,574 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,321,362 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,221,957 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,607,301 | CurrentTaxYearAmt |
| Total | $26,116,759 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $791,014 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $456,410 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,610 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,366,895 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,207,481 | CurrentTaxYearAmt |
| Total | $5,846,410 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $108,906,848 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,052,768,106 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.57530 | PublicSupportCY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OUTSIDE REVENUE - 2018 AMOUNT: $ 0. 2019 AMOUNT: $ 0. 2020 AMOUNT: $ 0. 2021 AMOUNT: $ 0. 2022 AMOUNT: $ 2,169,287. STAFF PARKING - 2018 AMOUNT: $ 415,278. 2019 AMOUNT: $ 405,635. 2020 AMOUNT: $ 24,610. 2021 AMOUNT: $ 0. 2022 AMOUNT: $ 263,191. GAIN ON INVOLUNTARY COVERSION - 2018 AMOUNT: $ 293,161. 2019 AMOUNT: $ 0. 2020 AMOUNT: $ 0. 2021 AMOUNT: $ 0. 2022 AMOUNT: $ 0. GROSS FUNDRAISING - 2018 AMOUNT: $ 82,575. 2019 AMOUNT: $ 50,775. 2020 AMOUNT: $ 0. 2021 AMOUNT: $ 0. 2022 AMOUNT: $ 0. ALL OTHER REVENUE - 2018 AMOUNT: $ 0. 2019 AMOUNT: $ 0. 2020 AMOUNT: $ 0. 2021 AMOUNT: $ 1,366,895. 2022 AMOUNT: $ 775,003. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $79,829 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $79,829 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | THE UNIVERSITY PAID LOBBYING EXPENSES THROUGH MEMBERSHIP DUES OR SERVICES PAID TO OUTSIDE ORGANIZATIONS. THE LOBBYING EXPENSES WERE USED TO EXPAND OSTEOPATHIC AND/OR OTHER MEDICAL AWARENESS. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $59,131,707 | BeginningYearBalanceAmt |
| Contributions | $826,738 | ContributionsAmt |
| Investment Earnings Or Losses | $3,674,621 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $764,196 | GrantsOrScholarshipsAmt |
| Other Expenditures | $332,300 | OtherExpendituresAmt |
| End Year Balance | $62,536,570 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $64,037,245 | BeginningYearBalanceAmt |
| Contributions | $5,540,733 | ContributionsAmt |
| Investment Earnings Or Losses | -$9,445,336 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $686,968 | GrantsOrScholarshipsAmt |
| Other Expenditures | $313,967 | OtherExpendituresAmt |
| End Year Balance | $59,131,707 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $50,437,222 | BeginningYearBalanceAmt |
| Contributions | $1,266,665 | ContributionsAmt |
| Investment Earnings Or Losses | $13,217,394 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $647,525 | GrantsOrScholarshipsAmt |
| Other Expenditures | $236,511 | OtherExpendituresAmt |
| End Year Balance | $64,037,245 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $48,347,507 | BeginningYearBalanceAmt |
| Contributions | $2,771,703 | ContributionsAmt |
| Investment Earnings Or Losses | $2,276,494 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $619,175 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,339,307 | OtherExpendituresAmt |
| End Year Balance | $50,437,222 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $43,205,253 | BeginningYearBalanceAmt |
| Contributions | $5,025,701 | ContributionsAmt |
| Investment Earnings Or Losses | $2,630,892 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $421,743 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,092,596 | OtherExpendituresAmt |
| End Year Balance | $48,347,507 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.66000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.24000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.10000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $3,002,960 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $6,914,148 | OtherCostOrOtherBasisAmt |
| Book Value | $9,917,108 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $126,397,754 | OtherCostOrOtherBasisAmt |
| Depreciation | $44,192,683 | DepreciationAmt |
| Book Value | $82,205,071 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $58,912,375 | OtherCostOrOtherBasisAmt |
| Depreciation | $26,136,893 | DepreciationAmt |
| Book Value | $32,775,482 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $64,055,667 | OtherCostOrOtherBasisAmt |
| Depreciation | $51,325,112 | DepreciationAmt |
| Book Value | $12,730,555 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,662,298 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,978,255 | DepreciationAmt |
| Book Value | $684,043 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $138,312,259 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| CORPORATE AND GOVERNMENT BONDS | $153,779,605 | F |
| CERTIFICATE OF DEPOSITS | $1,634,050 | F |
| CASH SURRENDER VALUE OF LIFE INS. | $358,677 | F |
| EQUITIES | $38,600 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $155,810,932 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| LEASE RIGHT-OF-USE ASSETS | $62,448,380 |
| NET CAMPUS NETWORK INSTALLATION | $2,457,775 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $64,906,155 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)
| DescDesc | AmtAmt |
|---|---|
| CAPITAL LEASE OBLIGATION | $68,107,609 |
| FEDERAL STUDENT LOAN FUNDS | $46,809,543 |
| BOND ISSUE SWAP LIABILITY | $7,605,884 |
| LIABILITY ON SPLIT-INTEREST AGREEMENT | $619,928 |
| DEPOSITS FOR AGENCY FUNDS | $663,521 |
| ACCRUED BOND INTEREST PAYABLE | $340,920 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $124,147,405 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | COLLECTIONS OF ART, HISTORICAL TREASURES, OR OTHER SIMILAR ASSETS WESTERNU HAS RECEIVED DISNEY COLLECTIBLE ITEMS, WHICH ARE MAINTAINED AT ONE OF THEIR CAMPUSES AS PUBLIC DISPLAY ITEMS. |
| PART V, LINE 4: | INTENDED USES OF ORGANIZATION'S ENDOWMENT FUNDS THE INVESTMENT OBJECTIVES FOR THE MANAGEMENT OF ENDOWMENT ASSETS ARE TO MANAGE CONTRIBUTIONS IN A MANNER THAT WILL MAXIMIZE THE BENEFIT INTENDED BY THE DONOR, TO PRODUCE CURRENT INCOME TO SUPPORT THE PROGRAMS OF THE UNIVERSITY, DONOR OBJECTIVES, AND TO ACHIEVE GROWTH OF BOTH PRINCIPAL VALUE AND INCOME OVER TIME SUFFICIENT TO PRESERVE OR INCREASE THE PURCHASING POWER OF THE ASSETS, THUS PROTECTING THE ASSETS AGAINST INFLATION. |
| PART X, LINE 2: | FIN 48 (ASC 740) FOOTNOTE THE UNIVERSITY IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, THOUGH IT IS SUBJECT TO TAX ON INCOME UNRELATED TO ITS EXEMPT PURPOSE, UNLESS THAT INCOME IS OTHERWISE EXCLUDED BY THE CODE. THE UNIVERSITY HAS BEEN RECOGNIZED BY THE CALIFORNIA FRANCHISE TAX BOARD AS A UNIVERSITY THAT IS EXEMPT FROM CALIFORNIA FRANCHISE AND INCOME TAXES UNDER SECTION 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE AND IS ALSO EXEMPT FROM OREGON INCOME TAXES UNDER THE RELATED STATE PROVISIONS. THE UNIVERSITY HAS PROCESSES PRESENTLY IN PLACE TO ENSURE THE MAINTENANCE OF ITS TAX-EXEMPT STATUS; TO IDENTIFY AND REPORT UNRELATED INCOME; TO DETERMINE ITS FILING AND TAX OBLIGATIONS IN JURISDICTIONS FOR WHICH IT HAS NEXUS; AND TO IDENTIFY AND EVALUATE OTHER MATTERS THAT MAY BE CONSIDERED TAX POSITIONS. THE UNIVERSITY HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE UNIVERSITY FOLLOWS GUIDANCE THAT CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, INCLUDING ISSUES RELATING TO FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT. THIS GUIDANCE PROVIDES THAT THE TAX EFFECTS FROM AN UNCERTAIN TAX POSITION CAN ONLY BE RECOGNIZED IN THE FINANCIAL STATEMENTS IF THE POSITION IS "MORE-LIKELY-THAN-NOT" TO BE SUSTAINED IF THE POSITION WERE TO BE CHALLENGED BY A TAXING AUTHORITY. THE ASSESSMENT OF THE TAX POSITION IS BASED SOLELY ON THE TECHNICAL MERITS OF THE POSITION, WITHOUT REGARD TO THE LIKELIHOOD THAT THE TAX POSITION MAY BE CHALLENGED. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | THE RACIALLY NON-DISCRIMINATORY POLICY IS CLEARLY STATED ON WESTERN UNIVERSITY'S WEBSITE IN THE UNIVERSITY CATALOG. |
| SCHEDULE E, PART I, LINE 6 | THE UNIVERSITY RECEIVES STUDENT FINANCIAL AID FUNDS WHICH ARE PASSED THROUGH TO THE STUDENT TO BE USED FOR TUITION AND OTHER QUALIFYING COSTS. THE UNIVERSITY ALSO RECEIVES VARIOUS RESEARCH GRANTS FROM STATE AND FEDERAL AGENCIES TO CONDUCT MEDICAL RESEARCH ACTIVITIES, WHICH ARE WITHIN THE SCOPE OF THEIR EXEMPT PURPOSE. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 440 | RecipientCnt |
| Cash Grant | $5,207,031 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS GRANTS ARE PUT INTO A SEPARATE AND UNIQUE FUND AND THE EXPENDITURES ARE MONITORED AGAINST THE PROPOSAL AND AWARD. WESTERN UNIVERSITY MANAGES AN EXTENSIVE FINANCIAL AID PROGRAM TO ENSURE THAT A HIGHLY QUALIFIED AND DIVERSE POPULATION IS ABLE TO MATRICULATE AND CONTINUE TO GRADUATION. THE ASSISTANCE PROGRAMS TAKE TWO MAJOR FORMS: MERIT SCHOLARSHIPS AND NEED-BASED FINANCIAL AID. THE STUDENT FIRST APPLIES FOR ASSISTANCE, AND THEN BASED ON THE GRANT CRITERIA (FINANCIAL AND ENROLLMENT), THE FINANCIAL AID DEPARTMENT MONITORS THE AMOUNTS GIVEN BY THE GRANT. GRANT AND SCHOLARSHIP AWARD COMMITTEES AWARD THE RECIPIENTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (18 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROBIN FARIAS-EISNER | ||||||||||||||
| PRESIDENT | $1,070,000 | $0 | $42,872 | $0 | $28,706 | $0 | $22,251 | $0 | $664 | $0 | $1,164,493 | $0 | $0 | $0 |
| DANIEL WILSON | ||||||||||||||
| PROFESSOR | $706,020 | $0 | $0 | $0 | $287,549 | $0 | $22,875 | $0 | $19,698 | $0 | $1,036,142 | $0 | $250,000 | $0 |
| DEVENDRA AGRAWAL | ||||||||||||||
| DIR. TRANSLATIONAL RESEARCH/PROF. | $480,395 | $0 | $13,269 | $0 | $3,734 | $0 | $22,875 | $0 | $14,922 | $0 | $535,195 | $0 | $0 | $0 |
| DAVID BARON | ||||||||||||||
| PROFESSOR | $427,673 | $0 | $0 | $0 | $3,734 | $0 | $22,875 | $0 | $15,765 | $0 | $470,047 | $0 | $0 | $0 |
| CLIVE HOUSTON-BROWN | ||||||||||||||
| COO | $413,225 | $0 | $0 | $0 | $3,734 | $0 | $22,875 | $0 | $20,936 | $0 | $460,770 | $0 | $0 | $0 |
| PAULA CRONE | ||||||||||||||
| PROVOST & CHIEF ACADEMIC OFFICER | $416,057 | $0 | $0 | $0 | $1,264 | $0 | $22,875 | $0 | $15,691 | $0 | $455,887 | $0 | $0 | $0 |
| DAVID CONNETT | ||||||||||||||
| ACTING DEAN COMP | $398,481 | $0 | $1,213 | $0 | $3,984 | $0 | $22,875 | $0 | $10,887 | $0 | $437,440 | $0 | $0 | $0 |
| JEFFREY ELO | ||||||||||||||
| PROF/ADVANCED CLINICAL SERVICES | $345,157 | $0 | $10,000 | $0 | $591 | $0 | $22,875 | $0 | $25,676 | $0 | $404,299 | $0 | $0 | $0 |
| ROBERT WARREN | ||||||||||||||
| ASC. PRVST CLNCL AFFAIRS/ASC. PROF | $349,862 | $0 | $0 | $0 | $676 | $0 | $22,875 | $0 | $13,520 | $0 | $386,933 | $0 | $0 | $0 |
| STEPHEN FRIEDRICHSEN | ||||||||||||||
| DEAN COL OF DENTISTRY (THRU 08/2022) | $278,882 | $0 | $0 | $0 | $72,862 | $0 | $22,875 | $0 | $6,036 | $0 | $380,655 | $0 | $0 | $0 |
| PHILIP NELSON | ||||||||||||||
| DEAN VETERINARY MED (THRU 08/2022) | $304,811 | $0 | $0 | $0 | $3,734 | $0 | $22,875 | $0 | $10,440 | $0 | $341,860 | $0 | $0 | $0 |
| SUNIL PRABHU | ||||||||||||||
| DEAN PHARMACY | $293,559 | $0 | $0 | $0 | $1,256 | $0 | $22,773 | $0 | $13,663 | $0 | $331,251 | $0 | $0 | $0 |
| DIANE ABRAHAM | ||||||||||||||
| SVP UNIV. ADVANCEMENT (THRU 09/2022) | $234,591 | $0 | $0 | $0 | $59,624 | $0 | $22,251 | $0 | $8,175 | $0 | $324,641 | $0 | $0 | $0 |
| JOSHUA MCFARLEN | ||||||||||||||
| CFO & TREASURER | $219,421 | $0 | $50,000 | $0 | $225 | $0 | $3,473 | $0 | $25,749 | $0 | $298,868 | $0 | $0 | $0 |
| BRADLEY HENSON | ||||||||||||||
| INTERIM SVP RESEARCH | $264,829 | $0 | $0 | $0 | $427 | $0 | $20,425 | $0 | $10,433 | $0 | $296,114 | $0 | $0 | $0 |
| ELIZABETH ANDREWS | ||||||||||||||
| DEAN COL OF DENTISTRY (AS OF 08/2022 | $253,715 | $0 | $500 | $0 | $1,683 | $0 | $19,579 | $0 | $10,411 | $0 | $285,888 | $0 | $0 | $0 |
| JOHN TEGZES | ||||||||||||||
| INTERIM DEAN VET MED (AS OF 09/2022) | $251,182 | $0 | $0 | $0 | $1,691 | $0 | $19,117 | $0 | $6,495 | $0 | $278,485 | $0 | $0 | $0 |
| DANIEL ROBINSON | ||||||||||||||
| PROFESSOR (THRU 06/2022) | $121,250 | $0 | $0 | $0 | $44,822 | $0 | $12,342 | $0 | $3,256 | $0 | $181,670 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 4B | THE PRESIDENT EMERTIUS, DANIEL WILSON RECEIVED A PAYMENT FROM A 457(F) DEFERRED COMPENSATION ARRANGEMENT. THIS AMOUNT IS INCLUDED IN SCHEDULE J, PART I, COLUMN (B)(III). AMOUNTS PREVIOUSLY DEFERRED UNDER THE PLAN ARE INCLUDED IN SCHEDULE J, PART I, COLUMN (F). |
| PART I, LINE 7: | THE PRESIDENT, ROBIN FARIAS-EISNER RECEIVED A BONUS AS PART OF HIS EMPLOYMENT CONTRACT. THE CFO & TREASURER, JOSHUA MCFARLEN, RECEIVED A BONUS FOR RETENTION AND PERFORMANCE INCENTIVES. OTHER LISTED INDIVIDUAL RECEIVED BONUSES BASED ON PERFORMANCE AND OTHER FACTORS. BONUSES WERE REVIEWED AND APPROVED BY THE BOARD OF TRUSTEES AND ARE REPORT IN SCHEDULE J, PART II, COLUMN B(II). |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CA STATEWIDE COMMUNITIES DEVELOPMENT AUTHORITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 680164610 | BondIssuerEIN |
| CUSIP | 13080SK52 | CUSIPNum |
| Bond Issued | 2007-10-17 | BondIssuedDt |
| Issue Price | $104,900,000 | IssuePriceAmt |
| Purpose | SEE PART VI | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $105,350,895 | TotalProceedsAmt |
| Capitalized Interest | $3,904,806 | CapitalizedInterestAmt |
| Issuance Costs From Proceeds | $1,914,207 | IssuanceCostsFromProceedsAmt |
| Credit Enhancement | $1,648,135 | CreditEnhancementAmt |
| Capital Expenditures | $69,450,895 | CapitalExpendituresAmt |
| Other Spent Proceeds | $28,432,852 | OtherSpentProceedsAmt |
| Substantial Completion | 2009 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | Yes (1) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | Yes (1) | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | Yes (1) | MgmtContractBondFincdPropInd |
| Engage Bond Counsel Contracts | Yes (1) | EngageBondCounselContractsInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00000 | PrivateBusUseByOthersPct |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | Yes (1) | NoRebateDueInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | Yes (1) | HedgeIdentifiedInBksAndRecInd |
Hedge Provider Name HedgeProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WELLS FARGO BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 30.600000000000 | TermOfHedgePct |
| Superintegrated Hedge | Yes (1) | SuperintegratedHedgeInd |
| Hedge Terminated | 0 | HedgeTerminatedInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART 1, LINE 1: | THE PROCEEDS FROM THE BONDS ISSUED ON 10/17/2007 WERE USED BY THE UNIVERSITY FOR THE PURPOSES OF FINANCING THE ACQUISITION, CONSTRUCTIONS, IMPROVEMENT, EXPANSION AND EQUIPPING OF VARIOUS EDUCATIONAL FACILITIES, DEFEASANCE OF CERTAIN OUTSTANDING TAX EXEMPT BONDS AND PAYING COSTS IN CONNECTION WITH THE ISSUANCE OF THE BONDS. THE DATES IN WHICH THE REFUNDED BONDS WERE ISSUED ARE: 04/01/1995 (1995 SERIES A); 05/01/1998 (1998 SERIES A); 06/08/2000 (2000 SERIES B): AND 10/30/2002 (SERIES 2002). |
| PART I, COLUMN E: | THE DIFFERENCE IN THE ISSUE PRICE REPORTED IN PART I, COLUMN E AND TOTAL PROCEEDS IN PART II, LINE 3 RELATES TO INVESTMENT EARNINGS ON NET PROCEEDS. |
| PART IV, LINE 2C: | THE REBATE COMPUTATION WAS LAST PERFORMED IN APRIL 2020. WE HAVE NOTED THE BOND WAS REFINANCED AND ASSUME BASED ON NOTED BOND COUNSEL REVIEW THAT THIS REFINANCING DID NOT CONSTITUTE A REISSUANCE REQUIRING AN 8038. |
Schedule M IRS990ScheduleM
Drugs And Medical Supplies DrugsAndMedicalSuppliesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $97,485 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 33: | FormAndLineReferenceDesc |
| Explanation | ITEMS OF A DE-MINIMUS OF LESS THAN $10,000, SUCH AS GIFT BASKETS, DOOR PRIZE AWARDS, AND AUCTION ITEMS, ARE NOT REPORTED AS REVENUE. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE CHAIR OF THE BOARD AND SUCH OTHER MEMBERS OF THE BOARD AS MAY BE SELECTED AT THE ANNUAL MEETING. BETWEEN MEETINGS OF THE BOARD, THE EXECUTIVE COMMITTEE SHALL EXERCISE THE FULL AUTHORITY OF THE BOARD, EXCEPT THAT IT SHALL NOT HAVE THE AUTHORITY TO DO ANY OF THE FOLLOWING: (A) FILL VACANCIES ON THE BOARD OF TRUSTEES OR ON ANY COMMITTEE OF THE BOARD; (B) FIX COMPENSATION OF THE TRUSTEES FOR SERVING ON THE BOARD OR ON ANY COMMITTEE OF THE BOARD; (C) AMEND OR REPEAL BYLAWS OR ADOPT NEW BYLAWS; (D) AMEND OR REPEAL ANY RESOLUTION OF THE BOARD OF TRUSTEES WHICH BY ITS EXPRESS TERMS IS NOT AMENDABLE OR REPEALABLE; (E) APPOINT ANY OTHER COMMITTEES OF THE BOARD OR THE MEMBERS OF THOSE COMMITTEES; (F) APPROVE ANY TRANSACTION IN WHICH THE UNIVERSITY IS A PARTY AND ONE OR MORE TRUSTEES HAVE A MATERIAL FINANCIAL INTEREST; BETWEEN THE UNIVERSITY AND ONE OR MORE OF ITS TRUSTEES; OR BETWEEN THE UNIVERSITY OR ANY PERSON IN WHICH ONE OR MORE OF ITS TRUSTEES HAVE A MATERIAL FINANCIAL INTEREST. IN ADDITION, THE EXECUTIVE COMMITTEE SHALL HAVE THE PRIMARY RESPONSIBILITY FOR IDENTIFYING, RECRUITING AND VETTING POTENTIAL CANDIDATES TO SERVE ON THE BOARD OF TRUSTEES. NOMINATIONS AND OTHER RECOMMENDATIONS MADE BY THE EXECUTIVE COMMITTEE RELATING TO NEW BOARD MEMBERS SHALL BE REFERRED TO THE BOARD OF TRUSTEES FOR ITS CONSIDERATION. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE UNIVERSITY'S PROCESS INVOLVING THE DISTRIBUTION AND REVIEW OF THE FORM 990 IS AS FOLLOWS: THE BOARD OF TRUSTEES APPROVED FOR THE AUDIT COMMITTEE TO REVIEW AND APPROVE THE FORM 990 THROUGH A TELECONFERENCE THIS YEAR. THE FINAL COMPLETE FORM 990 IS DISTRIBUTED TO THE UNIVERSITY'S AUDIT COMMITTEE OF THE BOARD PRIOR TO ITS FILING WITH THE INTERNAL REVENUE SERVICE. A FULL REVIEW OF THE ENTIRE FORM 990 IS REVIEWED AND DISCUSSED WITH EACH BOARD OF TRUSTEE MEMBER THAT SERVES ON THE FULL BOARD OF TRUSTEE APPOINTED AUDIT COMMITTEE OF THE BOARD. AFTER FULL REVIEW AND DISCUSSION OF INFORMATION REFLECTED IN THE FORM 990, THE COMMITTEE ACCEPTS THE DOCUMENT AND APPROVES ITS FILING TO THE INTERNAL REVENUE SERVICE. THE FORM 990 IS THEN SIGNED BY THE UNIVERSITY'S CHIEF FINANCIAL OFFICER AND ELECTRONICALLY FILED WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE UNIVERSITY MONITORS AND ENFORCES ITS CONFLICT OF INTEREST POLICY ON A CONTINUOUS BASIS THAT INVOLVES CONSIDERATION OF ALL POTENTIAL INTERESTED PERSONS. A COMPREHENSIVE REVIEW AND DISCUSSION OF THE ADOPTED POLICY IS HELD ANNUALLY WITH ALL UNIVERSITY BOARD OF TRUSTEE MEMBERS. AT THIS MEETING, THE UNIVERSITY'S LEGAL COUNSEL REVIEWS IN DETAIL THE CURRENT POLICY TO ASSURE UNDERSTANDING AND COMPLIANCE WITH THE DISCLOSURE PROCESS. BOARD MEMBERS ARE REQUIRED TO SUBMIT NECESSARY DISCLOSURE FORMS INDICATING WHETHER A CONFLICT EXISTS, AND IF YES, ALL RELATED DETAILS INVOLVING THE POTENTIAL CONFLICT. AN INDEPENDENT REVIEW OF THE DISCLOSURE FORMS IS PERFORMED BY THE UNIVERSITY'S LEGAL COUNSEL, AND IF NECESSARY, FOLLOW UP REQUESTS FOR ADDITIONAL INFORMATION IS MADE. THROUGHOUT THE YEAR, AT BOARD OF TRUSTEE MEETINGS, THE UNIVERSITY'S LEGAL COUNSEL MONITORS COMPLIANCE BY REFERENCING THE CONFLICT OF INTEREST POLICY AND COMMUNICATES REQUIRED STEPS TO BE TAKEN IN THE EVENT OF A POTENTIAL CONFLICT OF INTEREST THAT MAY ARISE AT ANY TIME. THIS PROCESS INCLUDES THE UNIVERSITY'S OFFICERS AS WELL. FOR KEY EMPLOYEES, MEETINGS ARE HELD AT THE DEAN'S COUNCIL AND OPERATIONS GROUP LEVEL THAT DISCUSS THE DETAILS OF THE CONFLICT OF INTEREST POLICY (IF ANY) AND THE NECESSARY STEPS TO BE TAKEN TO DISCLOSE AND REPORT ANY POTENTIAL CONFLICTS. FOR POTENTIAL TRANSACTIONS, AGREEMENTS, AND AFFILIATIONS, ETC. THAT MAY INVOLVE ANY UNIVERSITY EMPLOYEE, A THOROUGH REVIEW IS CONDUCTED BY UNIVERSITY'S LEGAL COUNSEL AND OTHER MEMBERS OF EXECUTIVE MANAGEMENT. IN THE EVENT OF ANY POTENTIAL CONFLICT OF INTEREST EXPOSURE, REQUIRED INFORMATION IS REQUESTED AND REVIEWED ON AN INDEPENDENT BASIS. THE INTERESTED PERSON IS EXCUSED FROM PARTICIPATING IN ANY DISCUSSION OR DECISIONS THAT INVOLVE THE OUTCOME OF ANY RELATED TRANSACTIONS. IN ADDITION, DURING THE EMPLOYEE ORIENTATION PROCESS, THE UNIVERSITY REQUIRES ALL NEW EMPLOYEES TO REVIEW THE CONFLICT OF INTEREST POLICY AND COMPLETE A CONFLICT OF INTEREST DISCLOSURE FORM. IF ANY POTENTIAL CONFLICTS OF INTERESTS ARE DISCLOSED, A COMPLETE REVIEW OF INFORMATION IS COMPLETED BY UNIVERSITY'S LEGAL COUNSEL TO DETERMINE THE NATURE, IF ANY, OF POTENTIAL FINANCIAL INTERESTS. IF ANY CONFLICT OF INTEREST IS DISCLOSED, THEN DOCUMENTATION IS PREPARED OUTLINING THE NATURE OF THE CONFLICT, DISCUSSIONS ARE HELD WITH THOSE INVOLVED IN THE CONFLICT, STEPS TAKEN TO REMOVE ACTIVITIES CAUSING THE CONFLICT, AND THERE IS FUTURE FOLLOW UP AND MONITORING OF THE POTENTIAL CONFLICT ACTIVITY. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ANNUAL DETERMINATION AND APPROVAL OF THE COMPENSATION FOR THE PRESIDENT OF THE UNIVERSITY IS MADE BY THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD AND THE FULL BOARD OF TRUSTEES. THE UNIVERSITY'S OFFICERS' COMPENSATION IS DETERMINED BY THE PRESIDENT AND APPROVED BY THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD AND FULL BOARD OF TRUSTEES. THE KEY EMPLOYEES' COMPENSATION LEVELS ARE DETERMINED BY THEIR RESPECTIVE SUPERVISORS AND APPROVED BY THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD. ALTHOUGH THE UNIVERSITY'S BOARD OF TRUSTEES HAS GIVEN FULL AUTHORITY TO THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD TO APPROVE KEY EMPLOYEE COMPENSATION, A FULL REVIEW OF THESE COMPENSATION LEVELS IS CONDUCTED ANNUALLY PRIOR TO THE EMPLOYEE'S RECEIPT OF APPROVED COMPENSATION. ON AN ANNUAL BASIS, THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD CONDUCTS A MEETING TO REVIEW PROPOSED COMPENSATION LEVELS FOR THE UNIVERSITY'S PRESIDENT, OFFICERS, AND KEY EMPLOYEES. THIS PROCESS INCLUDES THE HIRING OF AN INDEPENDENT CONSULTANT THAT HAS A COMPREHENSIVE UNDERSTANDING AND ABILITY TO ASSESS REASONABLE COMPENSATION LEVELS FOR HIGHLY COMPENSATED EMPLOYEES IN THE HIGHER EDUCATION INDUSTRY. THE INDEPENDENT CONSULTANT ADVISES THE COMMITTEE ON ISSUES SUCH AS ECONOMIC CONDITIONS, COMPARABLE SALARIES, CHARACTER AND CONDITION OF THE UNIVERSITY, EMPLOYEES' ROLE IN THE UNIVERSITY, PREVAILING RATES OF COMPENSATION FOR COMPARABLE POSITIONS IN COMPARABLE ORGANIZATIONS, ETC. THE INDEPENDENT REPORT DISCLOSES WHAT IS CONSIDERED REASONABLE COMPENSATION AND MAXIMUM ALLOWABLE COMPENSATION. THE COMMITTEE ALSO REVIEWS INTERNALLY PREPARED EMPLOYEE PERFORMANCE AND QUALIFICATION EVALUATIONS TO ASSESS VALUE AND BENEFIT TO THE UNIVERSITY. AFTER A THOROUGH REVIEW AND DISCUSSION OF ALL TYPES OF COMPENSATION AND BENEFITS BEING PROPOSED FOR ALL OFFICERS AND KEY EMPLOYEES, THE COMMITTEE DETERMINES THE REASONABLENESS OF COMPENSATION LEVELS. ONCE IT IS ASSURED THAT THE COMMITTEE IS COMPOSED ENTIRELY OF INDIVIDUALS WHO DO NOT HAVE A CONFLICT OF INTEREST AND ARE UNRELATED TO THE SUBJECT EMPLOYEES, AND INFORMATION SUPPORTING THE COMPENSATION DATA IS INDEPENDENT AND APPROPRIATE, THE COMMITTEE FORMALLY APPROVES AND DOCUMENTS ITS DETERMINATION OF THE COMPENSATION AMOUNTS. DOCUMENTATION OF THIS COMMITTEE PROCESS INCLUDES THE TERMS OF THE TRANSACTION THAT WAS APPROVED AND THE DATE APPROVED. IT ALSO DISCLOSES COMMITTEE MEMBERS PRESENT, AS WELL AS ACTIONS TAKEN BY ANYONE ON THE COMMITTEE IN THE EVENT OF A CONFLICT OF INTEREST. THE INFORMATION AND DECISIONS MADE BY THE COMMITTEE ARE THEN FORWARDED TO THE FULL BOARD OF TRUSTEES FOR ACCEPTANCE AND APPROVAL, AS CONSIDERED NECESSARY. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE CONFLICT OF INTEREST POLICY, FORM 990, AND FINANCIAL STATEMENTS ARE POSTED ON THE WEBSITE AND ARE MADE WIDELY AVAILABLE TO THE PUBLIC. THE SCHOOL'S GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | DIFFERENTIAL IN VALUE OF SWAP CONTRACT 4,704,002. CHANGE IN SPLIT INTEREST AGREEMENTS 1,381,153. SUBSIDIARY ACTIVITY -582,973. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PARK HOSPITAL INC | ||||||||||||
| 309 E SECOND STREET | POMONA | CA | 91766 | 951624418 | INVESTMENTS | CA | WESTERNU | C | -$415 | $641,340 | 0.83440 | Yes (1) |
| COMP ENTERPRISES INC | ||||||||||||
| 309 E SECOND STREET | POMONA | CA | 91766 | 954066063 | INACTIVE | CA | WESTERNU | C | 1.00000 | Yes (1) | ||
| WESTERNU MEDICAL GROUP LLC | ||||||||||||
| 5909 SE 92ND AVENUE | PORTLAND | OR | 97266 | 364899044 | CLINIC SERVICES | OR | WESTERNU | C | Yes (1) | |||
| CHARITABLE REMAINDER ANNUITIES (8) | ||||||||||||
| PRSNL ESTATE | CA | WESTERNU | T | Yes (1) | ||||||||
| CHARITABLE REMAINDER TRUSTS (5) | ||||||||||||
| PRSNL ESTATE | CA | WESTERNU | T | Yes (1) | ||||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTERN MEDICAL GROUP LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | P | TransactionTypeTxt |
| Involved | $31,227 | InvolvedAmt |
| Method Of Amount Determination | FMV | MethodOfAmountDeterminationTxt |