2022-07-12T12:25:53-05:00 2021-08-31 410746749 CLIFTONLARSONALLEN LLP 301 NORTH LAKE AVENUE SUITE 900 PASADENA CA 91101 990 2020-09-01 950948050 SOUTHERN CALIFORNIA UNIVERSITY OF HEALTH SCIENCES SOUT 5629478755 16200 E AMBER VALLEY DRIVE WHITTIER CA 90604 THOMAS K ARENDT VP-FINANCE AND BUSINESS AFFAIRS 5629023355 2022-07-01 1 THOMAS ARENDT 999009999 DAVID ROBYDEK P02127582 6267933600 2022-07-01 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z THOMAS K ARENDT 16200 E AMBER VALLEY DRIVE WHITTIER CA 90604 49720511 0 X WWW.SCUHS.EDU X 1948 CA SEE SCHEDULE O. TO EDUCATE STUDENTS AS COMPETENT, CARING AND SUCCESSFUL PRACTITIONERS OF INTEGRATIVE HEALTHCARE. 11 11 394 12 12560 0 1363005 2042415 29688841 38075514 479794 971181 138503 2918964 31670143 44008074 760338 1476476 0 0 16990516 19446648 0 0 328389 11951505 14584851 29702359 35507975 1967784 8500099 36640185 39889743 12384701 4889676 24255484 35000067 X THE MISSION OF SCU IS TO EDUCATE STUDENTS AS COMPETENT, CARING AND SUCCESSFUL PRACTITIONERS OF INTEGRATIVE HEALTHCARE. THE UNIVERSITY IS COMMITTED TO PROVIDING EXCELLENCE IN ACADEMICS, SCHOLARSHIP, SERVICE AND LEADERSHIP THROUGH ITS OFFERINGS OF BACHELOR, MASTER AND DOCTORATE PROGRAMS. 0 1 20388629 1476476 41733642 INTEGRATED HEALTHCARE EDUCATION: THE MISSION OF SOUTHERN CALIFORNIA UNIVERSITY OF HEALTH SCIENCES (SCU) IS TO EDUCATE STUDENTS AS COMPETENT, CARING AND SUCCESSFUL PRACTITIONERS OF INTEGRATIVE HEALTHCARE. THE UNIVERSITY IS COMMITTED TO PROVIDING EXCELLENCE IN ACADEMICS, SCHOLARSHIP, SERVICE AND LEADERSHIP THROUGH ITS BACHELOR, MASTER, AND DOCTORATE LEVEL PROGRAMS. SCU OFFERS SIX MAIN DEGREE PROGRAMS. 1) DOCTORATE OF CHIROPRACTIC DEGREE (DC), 2) MASTER OF ACUPUNCTURE AND CHINESE MEDICINE (MACM), 3) DOCTORATE OF CHINESE MEDICINE (DACM), 4) BACHELOR OF SCIENCE IN HEALTH SCIENCES (BSHS), 5) MASTER OF SCIENCE: PHYSICIAN ASSISTANT, AND 6) MASTER OF SCIENCE IN MEDICAL SCIENCE (MSMS). IN ADDITION TO THESE, SCU OFFERS A CERTIFICATE PROGRAMS IN AYURVEDA, AND AN ACCELERATED SCIENCE PREREQUISITE COMPLETION PROGRAM (AS). IN FALL 2020, THERE WERE 954 STUDENTS ENROLLED IN DEGREE AND CERTIFICATE PROGRAMS AT SCU IN THE FOLLOWING PROGRAMS. 1) 590 IN DC, 2) 0 IN MACM, 3) 47 IN DACM, 4) 10 IN BSHS, 5) 9 IN MASSAGE THERAPY, 6) 93 IN AYURVEDA, 7) 146 IN PA, 8) 14 IN MSMS. ADDITIONALLY, THERE WERE 828 ENROLLMENTS IN AS COURSES DURING FALL 2020. A TOTAL OF 166 DEGREES WERE GRANTED DURING THE YEAR - 96 DOCTORATE DEGREES, 60 MASTER DEGREES, AND 10 BACHELOR DEGREES. 20388629 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 54 0 1 394 1 1 1 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X THOMAS K ARENDT 5629023355 16200 E AMBER VALLEY DRIVE WHITTIER CA 90604 THOMAS BAKMAN BOARD CHAIR 2.00 X X 0 0 0 MARTIN GALLEGOS BOARD VICE CHAIR 2.00 X X 0 0 0 WILLIAM VALUSEK BOARD SECRETARY 2.00 X X 0 0 0 NICK JACOBS BOARD MEMBER 2.00 X 0 0 0 JASON JANKOWIAK BOARD MEMBER 2.00 X X 0 0 0 JOHN PECCHIA BOARD MEMBER 2.00 X 0 0 0 SONJA GIBSON BOARD MEMBER 2.00 X 0 0 0 CYNTHIA BAUM BOARD MEMBER 2.00 X 0 0 0 RON LAU BOARD MEMBER 2.00 X 0 0 0 SAMANTHA SIMMONS BOARD MEMBER 2.00 X 0 0 0 JOHN SCARINGE PRESIDENT 40.00 X 462409 0 58202 TOM ARENDT VP - FINANCE AND BUSINESS AFFAIRS/CFO 40.00 X 216042 0 54869 MELISSA NAGARE VP - SCU HEALTH SYSTEM & CHIEF CLINICAL OFFICER 40.00 X 184983 0 37121 CHUCK SWEET CHIEF OF STAFF 40.00 X 214248 0 22146 TAMARA ROZHON PROVOST 40.00 X 243153 0 50197 ROSSLYN BYOUS PA DIRECTOR 40.00 X 200627 0 16757 JOSEPH HORRIGAN EXECUTIVE DIRECTOR HUMAN PERF 40.00 X 157421 0 38354 JAMES BRENNER EXECUTIVE DIRECTOR OF MARKETING 40.00 X 158730 0 34955 MICHAEL RAMCHARAN ASST PROVOST 40.00 X 165918 0 52238 JONATHON EGAN ASST PROVOST 40.00 X 162114 0 52184 2165645 0 417023 10 0 1 0 SYNOPTEK 412 E PARKCENTER BLVD STE 300 BOISE ID 83706 OUTSOURCED IT SERVICES 1548576 IN FOCUS ADVERTISING INC 5137 CLARETON DR STE 200 AGOURA HILLS CA 91301 MARKETING CONSULTANT 960134 RUFFALO NOEL LEVITZ LLC 415 12TH AVE SE STE 100 CEDAR RAPIDS IA 52401 MARKETING CONSULTANT 818952 JENZABAR INC PO BOX 55018 BOSTON MA 02205 ERP PROVIDER 675721 15 FINGERS 599 DELAWARE AVE STE 215 BUFFALO NY 14202 MARKETING CONSULTANT 481868 17 1899162 143253 2042415 TUITION AND FEES 611600 36986188 36986188 HEALTH CENTERS 611710 982047 982047 OTHER SUPPORT SERVICES 611710 107279 94719 12560 38075514 501588 501588 3163 0 3163 3163 3163 5843945 5374352 469593 469593 469593 84786 338085 -253299 -253299 PPP LOAN FORGIVENESS 900099 3169100 3169100 3169100 44008074 41733642 12560 219457 X 1476476 1476476 1470135 460275 881203 128657 14562009 11833374 2634535 94100 560554 424309 131561 4684 1559491 1104140 444302 11049 1294459 1050511 235319 8629 57800 57800 211691 2575 209116 66276 66276 88958 88958 4895219 2043898 2793521 57800 2996514 61790 2934724 217471 51347 165724 400 1181722 534459 625002 22261 50984 29386 21598 67608 67608 1184926 1184926 251138 251138 ALL OTHER EXPENSES 1677489 653869 1023294 326 BAD DEBT EXPENSE 884176 290843 593333 DUES, FEES, AND SUBSCRI 390150 328056 61611 483 UTILITIES 319408 319408 43321 43321 35507975 20388629 14790957 328389 5050411 6016791 332288 333286 650793 93576 529762 621846 72680 55423 278462 181708 867522 908498 34705367 23742114 11321573 10963253 17536694 20715362 36640185 39889743 2550819 3616181 412032 1030290 9421850 243205 12384701 4889676 X 20513682 31362239 3741802 3637828 24255484 35000067 36640185 39889743 8500099 2244484 0 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 98300 98300 0 PART II-B, LINE 1: FEES FOR PROFESSIONAL SERVICES DIRECTLY RELATED TO LOBBYING. THE UNIVERSITY PAYS A LOBBYIST TO SUPPORT DIFFERENT INITIATIVES (PROPOSED BILLS, ETC.) AFFECTING THE CHIROPRACTIC AND ACUPUNCTURE PROFESSIONS. 2390987 308055 448717 2250325 2151323 245664 6000 2390987 2030719 139354 18750 2151323 1995974 70245 35500 2030719 1914506 15984 97734 32250 1995974 0.68360 0.31640 0 0 20700 3548364 3569064 6183436 4906478 1276958 15597270 11697948 3899322 8697272 6677706 2019566 658325 459982 198343 10963253 ASSET RETIREMENT OBLIGATION 243205 243205 X 45902912 2244484 338085 2582569 43320343 88958 598773 687731 44008074 35158329 338085 338085 34820244 88958 598773 687731 35507975 PART V, LINE 4: ENDOWMENT FUNDS ARE USED IN ACCORDANCE WITH THE DONORS' EXPRESSED INTENTIONS FOR THE FUNDS, SUCH AS SCHOLARSHIPS, RESEARCH, ETC. PART X, LINE 2: THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT THE UNIVERSITY IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501 (C)(3) OF THE INTERNAL REVENUE CODE. THE UNIVERSITY IS ALSO EXEMPT FROM STATE INCOME TAXES. HOWEVER, ANY UNRELATED BUSINESS INCOME MAY BE SUBJECT TO TAXATION. THE UNIVERSITY FOLLOWS THE ACCOUNTING STANDARDS FOR CONTINGENCIES IN EVALUATING UNCERTAIN TAX POSITIONS. THIS GUIDANCE PRESCRIBES RECOGNITION THRESHOLD PRINCIPLES FOR THE FINANCIAL STATEMENT RECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. NO LIABILITY HAS BEEN RECOGNIZED BY THE UNIVERSITY FOR UNCERTAIN TAX POSITIONS AS OF AUGUST 31, 2021 AND 2020. THE UNIVERSITY'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 338,085. PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS 454,919. NON-OPERATING ACTIVITIES HEALTH CENTER WRITE OFFS 143,854. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 338,085. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS 454,919. NON-OPERATING ALLOWANCE FOR CLINIC ADVANCES RECEIVABLE HEALTH CENTER WRITE OFFS 143,854. 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 STATEMENT IS PUBLISHED AT VARIOUS TIMES THROUGHOUT THE YEAR ON SOCIAL MEDIA ANNOUNCING REGISTRATION DATES AND PROGRAMS OFFERED. THE UNIVERSITY FOLLOWS A NON-DISCRIMINATORY POLICY REGARDING ALL PROGRAMS. ENROLLMENT OF STUDENTS IS WITHOUT DISCRIMINATION AS TO RACE, RELIGION, SEX, COLOR, NATIONAL ORIGIN, SEXUAL ORIENTATION, GENDER IDENTITY, OR ANY OTHER PROTECTED CLASS. RECRUITMENT PROCEDURES ARE DESIGNED AND CARRIED OUT TO REACH STUDENTS OF ALL RACIAL SEGMENTS IN THE GEOGRAPHICAL AREA SERVED. SCHEDULE E, PART I, LINE 6 THE UNIVERSITY RECEIVES SUPPORT FROM THE UNITED STATES GOVERNMENT IN CONNECTION WITH STUDENT AID PROGRAMS SUCH AS FEDERAL WORK STUDY PROGRAMS AND FEDERAL DIRECT LOAN PROGRAMS. 1 ALUMNI SCHOLARSHIPS 1 1000 DEFERRED ACTION CHILD ARRIVAL 13 34743 INTERNATIONAL 43 36610 YELLOW RIBBON MATCH 5 15701 ENDOWED 34 136844 LEGACY 13 7558 PRESIDENTIAL AWARD 3 36618 NEW STUDENT SCHOLARSHIPS 167 140263 OTHER 17 14628 OLYMPIC ATHLETE 3 38046 HEERF STUDENT GRANTS 1879 1014465 PART I, LINE 2: SCHOLARSHIPS ARE AVAILABLE TO STUDENTS WHO ARE ACTIVE IN SCHOOL FUNCTIONS AND THE SOCIAL BETTERMENT OF HEALTH PROFESSIONS. THE SCHOLARSHIPS REFLECT AN APPRECIATION OF THE SERVICE COMMITMENT AS WELL AS ACADEMIC PERFORMANCE. GRANTS, LOANS, AND SCHOLARSHIPS ARE AWARDED TO STUDENTS BASED ON FINANCIAL NEED, ACADEMIC STATUS, ABILITY TO BENEFIT, AND OTHER CRITERIA. DOCUMENTATION OF STUDENT ELIGIBILITY IS MAINTAINED ON FILE IN THE STUDENT FINANCIAL AID OFFICE AND IS SUBJECT TO ANNUAL INDEPENDENT AUDIT. X X X X 0 0 0 0 0 0 0 0 0 JOHN SCARINGE PRESIDENT 362409 0 100000 0 0 0 14250 0 43952 0 520611 0 0 0 TOM ARENDT VP - FINANCE AND BUSINESS AFFAIRS/CF 207742 0 8300 0 0 0 10917 0 43952 0 270911 0 0 0 MELISSA NAGARE VP - SCU HEALTH SYSTEM & CHIEF CLINI 177583 0 7400 0 0 0 9478 0 27643 0 222104 0 0 0 CHUCK SWEET CHIEF OF STAFF 214248 0 0 0 0 0 10806 0 11340 0 236394 0 0 0 TAMARA ROZHON PROVOST 243153 0 0 0 0 0 6245 0 43952 0 293350 0 0 0 ROSSLYN BYOUS PA DIRECTOR 198627 0 2000 0 0 0 10153 0 6604 0 217384 0 0 0 JOSEPH HORRIGAN EXECUTIVE DIRECTOR HUMAN PERF 155921 0 1500 0 0 0 7830 0 30524 0 195775 0 0 0 JAMES BRENNER EXECUTIVE DIRECTOR OF MARKETING 158730 0 0 0 0 0 4277 0 30678 0 193685 0 0 0 MICHAEL RAMCHARAN ASST PROVOST 161918 0 4000 0 0 0 8286 0 43952 0 218156 0 0 0 JONATHON EGAN ASST PROVOST 162114 0 0 0 0 0 8232 0 43952 0 214298 0 0 0 INTEGRATIVE PRACTITIONERS CORPORATION IPC IS 49% OWNED BY PRESIDENT JOHN SCARINGE ORGANIZATIONAL START-UP COSTS AND CASH FLOW SUPPORT FOR OPERATIONS X 835000 1 1 1 INTEGRATIVE PRACTITIONERS CORPORATION IPC IS 49% OWNED BY PRESIDENT JOHN SCARINGE 13555 FACILITY MANAGEMENT SERVICES 0 FORM 990, PART III, LINE 3 DURING FY2021, THE MASSAGE THERAPY PROGRAM WAS SUNSETTED. FORM 990, PART VI, SECTION A, LINE 1 THE EXECUTIVE COMMITTEE OF THE BOARD OF REGENTS SHALL CONSIST OF FIVE TO SEVEN MEMBERS. THE BOARD SHALL ELECT A CHAIR, A VICE CHAIR, A SECRETARY AND UP TO FOUR ADDITIONAL MEMBERS AT ITS ANNUAL MEETING. THE EXECUTIVE COMMITTEE SHALL POSSESS NO POWERS BEYOND THOSE SPECIFICALLY DELEGATED TO IT BY THE BOARD. THE MINUTES AND ANY ACTION TAKEN ON BEHALF OF THE BOARD OF REGENTS SHALL REQUIRE FORMAL RATIFICATION AT THE BOARD'S NEXT MEETING. THE EXECUTIVE COMMITTEE OF THE BOARD SHALL HAVE AND EXERCISE THE AUTHORITY OUTLINED IN THE BYLAWS CONCERNING THE MANAGEMENT OF THE BUSINESS AFFAIRS OF THIS CORPORATION DURING THE PERIODS BETWEEN THE MEETINGS OF THE BOARD, EXCEPT FOR THE POWERS EXPLICITLY RESERVED TO THE BOARD UNDER SECTION 5212 OF NON-PROFIT PUBLIC BENEFIT CORPORATION LAW. SPECIFICALLY, THE FOLLOWING MATTERS SHALL BE RESERVED FOR THE BOARD OF REGENTS: PRESIDENTIAL SELECTION, COMPENSATION AND TERMINATION; BOARD OF REGENTS MEMBERSHIP AND BOARD OFFICER SELECTION; BOARD BYLAW AMENDMENTS; CHANGES TO THE INSTITUTION'S MISSION; THE INCURRENCE OF INDEBTEDNESS; THE APPROVAL OF THE ANNUAL BUDGET; AND THE CONFERRAL OF DEGREES. IN ADDITION, THE EXECUTIVE COMMITTEE SHALL OVERSEE THE WORK OF THE STANDING COMMITTEES OF THE BOARD AND THE INSTITUTION'S PLANNING PROCESS, AS WELL AS PROVIDE GUIDANCE AND SUPPORT TO THE UNIVERSITY PRESIDENT. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS FIRST REVIEWED BY THE ASST. VP FOR ACCOUNTING AND THE VP OF FINANCE AND BUSINESS AFFAIRS. IT IS THEN PRESENTED TO THE AUDIT, RISK & COMPLIANCE COMMITTEE OF THE BOARD OF REGENTS FOR REVIEW AND APPROVAL, AND FINALLY TO THE FULL BOARD, PRIOR TO THE ISSUANCE OF THE FINAL 990. FORM 990, PART VI, SECTION B, LINE 12C THE UNIVERSITY HAS DEVELOPED A PROCESS FOR REGULARLY MONITORING AND ANNUALLY DISCLOSING CONFLICTS OF INTERESTS. AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE BOARD OF COMMITTEE MEETING, BUT AFTER SUCH PRESENTATION, HE OR SHE SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND VOTING ON, THE TRANSACTION OR ARRANGEMENT THAT RESULTS IN THE CONFLICT OF INTEREST. THE REMAINING BOARD MEMBERS DETERMINE IF A CONFLICT EXISTS AND THE PROCEEDINGS ARE DOCUMENTED IN THE MINUTES OF THE BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION FOR THE PRESIDENT IS SET BY AGREEMENT BETWEEN THE BOARD OF REGENTS AND THE PRESIDENT. THE GROUP THAT ASSESSES COMPENSATION AND NEGOTIATES THE AGREEMENT ON BEHALF OF THE BOARD IS THE EXECUTIVE COMMITTEE OF THE BOARD OF REGENTS, ALTHOUGH THE RECOMMENDED COMPENSATION PACKAGE IS VOTED ON BY THE FULL BOARD. FOR 2020, THE COMMITTEE USED AN INDEPENDENT CONSULTANT TO ADVISE ON THE PRESIDENT'S SALARY AND BENEFITS. THE COMPENSATION OF THE OFFICERS OF THE COLLEGE ARE DETERMINED BY ANNUAL REVIEW CONDUCTED BY THE PRESIDENT WHICH INCLUDES COMPARABLE DATA. THIS PROCESS WAS LAST PERFORMED IN 2020. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION PROVIDES THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS UPON REQUEST. FORM 990, PART IX, LINE 11G OUTSOURCED IT SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,304,469. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,304,469. COLLABORATION EXPENSE: PROGRAM SERVICE EXPENSES 600,129. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 600,129. CURRICULUM DEVELOPMENT: PROGRAM SERVICE EXPENSES 359,500. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 359,500. PA CLINICAL ROTATION SITE FEES: PROGRAM SERVICE EXPENSES 234,850. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 234,850. OUTSOURCED SAFETY OFFICERS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 292,342. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 292,342. HR OUTSOURCED SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 285,175. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 285,175. OFFICE TEMP SERVICES: PROGRAM SERVICE EXPENSES 270,468. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 270,468. LANDSCAPING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 243,600. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 243,600. ALL OTHERS: PROGRAM SERVICE EXPENSES 578,951. MANAGEMENT AND GENERAL EXPENSES 667,935. FUNDRAISING EXPENSES 57,800. TOTAL EXPENSES 1,304,686.