2021-07-06T15:39:47-05:00 2020-08-31 410746749 CLIFTONLARSONALLEN LLP 301 NORTH LAKE AVENUE SUITE 900 PASADENA CA 91101 990 2019-09-01 950948050 SOUTHERN CALIFORNIA UNIVERSITY OF HEALTH SCIENCES SOUT 5629023355 16200 E AMBER VALLEY DRIVE WHITTIER CA 90604 THOMAS K ARENDT VP-FINANCE AND BUSINESS AFFAIRS 5629023355 2021-06-30 1 DAVID ROBYDEK P02127582 6267933600 2021-06-30 2019 2022-09-23 18:48:47Z THOMAS K ARENDT 16200 E AMBER VALLEY DRIVE WHITTIER CA 90604 36611239 0 X WWW.SCUHS.EDU X 1948 CA SEE SCHEDULE O. TO EDUCATE STUDENTS AS COMPETENT, CARING AND SUCCESSFUL PRACTITIONERS OF INTEGRATIVE HEALTHCARE. 11 11 474 12 8460 0 634873 1363005 26819968 29688841 1358643 479794 107740 138503 28921224 31670143 465048 760338 0 0 18766849 16990516 0 0 274301 12285808 11951505 31517705 29702359 -2596481 1967784 38838992 36640185 17542737 12384701 21296255 24255484 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 0 16898897 760338 29680381 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 FIVE MAIN DEGREE PROGRAMS. 1) DOCTORATE OF CHIROPRACTIC DEGREE (DC), 2) MASTER OF ACUPUNCTURE AND CHINESE MEDICINE (MACM), 3) DOCTORATE OF ACUPUNCTURE AND CHINESE MEDICINE (DACM), 4) BACHELOR OF SCIENCE IN HEALTH SCIENCES (BSHS), AND 5) MASTER OF SCIENCE: PHYSICIAN ASSISTANT. IN ADDITION TO THESE, SCU OFFERS CERTIFICATE PROGRAMS IN MASSAGE THERAPY AND AYURVEDA, AND AN ACCELERATED SCIENCE PREREQUISITE COMPLETION PROGRAM (AS). IN FY1920, THERE WERE 1,525 STUDENTS ENROLLED AT SCU IN THE FOLLOWING PROGRAMS. 1) 468 IN DC, 2) 0 IN MACM, 3) 29 IN DACM, 4) 23 IN BSHS, 5) 46 IN MASSAGE THERAPY, 6) 94 IN AYURVEDA, 7) 732 IN AS, 8) 133 IN PA. A TOTAL OF 101 DEGREES WERE GRANTED DURING THE YEAR - 89 DOCTORATE DEGREES, 30 MASTER DEGREES, AND 17 BACHELOR DEGREES. 16898897 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 1 113 0 1 474 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 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 SUSAN HAEGER BOARD MEMBER 0.00 X 0 0 0 PAUL TREINEN ASSOCIATE BOARD MEMBER 1.00 X 0 0 0 JOHN SCARINGE PRESIDENT 40.00 X 322549 0 53772 TOM ARENDT VP - FINANCE AND BUSINESS AFFAIRS/CFO 40.00 X 197319 0 49751 MELISSA NAGARE VP - SCU HEALTH SYSTEM & CHIEF CLINICAL OFFICER 40.00 X 158568 0 33097 CHUCK SWEET CHIEF OF STAFF 40.00 X 205337 0 20259 TAMARA ROZHON PROVOST 40.00 X 190750 0 30199 JONATHON EGAN LACC DEAN 40.00 X 150732 0 47433 ROSSLYN BYOUS PA DIRECTOR 40.00 X 163273 0 14676 MOHAMMAD MIRBOLOOKI PROFESSOR/UNDERGRAD CHAIR 40.00 X 208235 0 18568 MICHAEL RAMCHARAN DEAN CSIH 40.00 X 150607 0 47293 TIMOTHY FARRIS VP INFORMATION TECHNOLOGY/CIO 40.00 X 177876 0 5116 SHERYL BERMAN VP ACADEMIC AFFAIRS 40.00 X 140816 0 19875 KERRY HOMOTOFF PA DIRECTOR 40.00 X 153326 0 9734 2219388 0 349773 12 0 1 0 IN FOCUS ADVERTISING INC 5137 CLARETON DR STE 200 AGOURA HILLS CA 91301 MARKETING CONSULTANT 1048114 SYNOPTEK 412 E PARKCENTER BLVD STE 300 BOISE ID 83706 OUTSOURCED IT SERVICES 929220 TEACHERS INSURANCE (TIAACREF) DEPARTMENT 76113 LOS ANGELES CA 90088 BENEFIT PLAN TRUSTEE 719866 JENZABAR INC PO BOX 55018 BOSTON MA 02205 ERP PROVIDER 535245 RUFFALO NOEL LEVITZ LLC 415 12TH AVE SE STE 100 CEDAR RAPIDS IA 52401 MARKETING CONSULTANT 468588 17 971613 391392 1363005 TUITION AND FEES 611600 28569543 28569543 HEALTH CENTERS 611710 999866 999866 OTHER SUPPORT SERVICES 611710 119432 110972 8460 29688841 454729 454729 38647 0 38647 38647 38647 4709899 4684834 25065 25065 25065 356118 256262 99856 99856 31670143 29680381 8460 618297 X 760338 760338 1470135 460275 881203 128657 12555697 10495703 1969994 90000 308099 257595 46004 4500 1344982 1009785 327062 8135 1311603 1084921 216782 9900 30186 30186 442535 10400 432135 69355 69355 67891 67891 3216852 752369 2434297 30186 2527036 4669 2522367 125917 61572 64345 951416 348822 602594 120708 58782 61926 161688 161688 1097129 1097129 ALL OTHER EXPENSES 1515931 615870 898373 1688 BAD DEBT EXPENSE 822658 586439 236219 UTILITIES 335573 335573 COST OF GOLDS SOLD 274383 274383 192247 116974 74038 1235 29702359 16898897 12529161 274301 8007070 5050411 332288 332288 716425 650793 1677364 529762 88853 72680 229071 278462 613024 867522 34028223 22706650 11468309 11321573 15706588 17536694 38838992 36640185 2203713 2550819 6085656 412032 9253368 9421850 17542737 12384701 X 17972893 20513682 3323362 3741802 21296255 24255484 38838992 36640185 1967784 991445 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 90986 90986 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. 2151323 245664 6000 2390987 2030719 139354 18750 2151323 1995974 70245 35500 2030719 1914506 15984 97734 32250 1995974 339712 1518838 55956 1914506 0.80380 0.19620 0 0 20700 3548364 3569064 6183436 4826519 1356917 15425757 11289474 4136283 8035538 6025993 2009545 814428 564664 249764 11321573 ASSET RETIREMENT OBLIGATION 252750 LINE OF CREDIT 6000000 PPP LOAN PAYABLE 3169100 9421850 X 32107699 991445 256252 1247697 30860002 67891 742250 810141 31670143 28629168 256252 256252 28372916 67891 1261552 1329443 29702359 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, 2020 AND 2019. 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 256,252. PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS 554,829. NON-OPERATING ACTIVITIES HEALTH CENTER WRITE OFFS 187,421. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 256,252. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS 554,829. NON-OPERATING ALLOWANCE FOR CLINIC ADVANCES RECEIVABLE 519,302. HEALTH CENTER WRITE OFFS 187,421. 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 OR NATIONAL ORIGIN. 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 38 36638 DEFERRED ACTION 16 42127 INTERNATIONAL 33 66289 TUITION REMISSIONS AND DISCOUNTS 73 78782 ENDOWED 38 93196 LEGACY 22 12601 PRESIDENTIAL AWARD 3 39118 NEW PROGRAM SCHOLARSHIPS 4 28646 NEW STUDENT SCHOLARSHIPS 64 74234 OTHER 82 87934 HEERF STUDENT GRANTS 669 200773 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 316236 0 0 0 6313 0 14000 0 39772 0 376321 0 0 0 TOM ARENDT VP - FINANCE AND BUSINESS AFFAIRS/CF 197319 0 0 0 0 0 9979 0 39772 0 247070 0 0 0 MELISSA NAGARE VP - SCU HEALTH SYSTEM & CHIEF CLINI 158568 0 0 0 0 0 8078 0 25019 0 191665 0 0 0 CHUCK SWEET CHIEF OF STAFF 205337 0 0 0 0 0 10360 0 9899 0 225596 0 0 0 TAMARA ROZHON PROVOST 190750 0 0 0 0 0 0 0 30199 0 220949 0 0 0 JONATHON EGAN LACC DEAN 150732 0 0 0 0 0 7661 0 39772 0 198165 0 0 0 ROSSLYN BYOUS PA DIRECTOR 163273 0 0 0 0 0 8288 0 6388 0 177949 0 0 0 MOHAMMAD MIRBOLOOKI PROFESSOR/UNDERGRAD CHAIR 208235 0 0 0 0 0 10648 0 7920 0 226803 0 0 0 MICHAEL RAMCHARAN DEAN CSIH 150607 0 0 0 0 0 7521 0 39772 0 197900 0 0 0 TIMOTHY FARRIS VP INFORMATION TECHNOLOGY/CIO 102799 0 0 0 75077 0 5116 0 0 0 182992 0 0 0 SHERYL BERMAN VP ACADEMIC AFFAIRS 140816 0 0 0 0 0 7055 0 12820 0 160691 0 0 0 KERRY HOMOTOFF PA DIRECTOR 153326 0 0 0 0 0 3346 0 6388 0 163060 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 23378 FACILITY MANAGEMENT SERVICES 0 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 PA CLINICAL ROTATION SITE FEES: PROGRAM SERVICE EXPENSES 137,947. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 137,947. JANITORIAL SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 201,422. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 201,422. IT OUTSOURCED SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,448,667. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,448,667. ALL OTHER EXPENSES: PROGRAM SERVICE EXPENSES 614,422. MANAGEMENT AND GENERAL EXPENSES 784,208. FUNDRAISING EXPENSES 30,186. TOTAL EXPENSES 1,428,816.