2020-07-10T17:39:13-05:00 2019-06-30 910189318 MOSS ADAMS LLP PO BOX 22650 YAKIMA WA 989072650 990 2018-07-01 911160585 HERITAGE UNIVERSITY HERI 5098658663 3240 FORT ROAD TOPPENISH WA 989489599 ANDREW SUND PRESIDENT 5098658663 2020-07-08 1 EMINA O CRESSWELL CPA P01217304 5092487750 2020-07-08 71.93.2.28 2020-07-08 14:57:02 PD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 D3487266FE427E6692432F0EA62ACE0D468A033E 2018 2021-01-29 14:40:06Z ANDREW SUND 3240 FORT ROAD TOPPENISH WA 989489599 30310481 0 X WWW.HERITAGE.EDU X 1981 WA HERITAGE UNIVERSITY IS A NON-PROFIT, INDEPENDENT, NON-DENOMINATIONAL ACCREDITED INSTITUTION OF HIGHER EDUCATION OFFERING UNDERGRADUATE AND GRADUATE EDUCATION. ITS MISSION IS TO PROVIDE QUALITY, ACCESSIBLE HIGHER EDUCATION TO MULTICULTURAL POPULATIONS, WHICH HAVE BEEN UNDERSERVED IN THE YAKIMA VALLEY. 31 30 535 30 0 0 7719460 2701274 23519682 22408403 599508 950774 764546 458397 32603196 26518848 3098091 3249827 0 0 16856618 16214908 0 0 706915 8532704 6766147 28487413 26230882 4115783 287966 56450453 56678010 14450106 13754848 42000347 42923162 X HERITAGE UNIVERSITY'S MISSION IS TO PROVIDE QUALITY, ACCESSIBLE HIGHER EDUCATION TO MULTICULTURAL POPULATIONS WHICH HAVE BEEN UNDESERVED IN THE YAKIMA VALLEY. WITHIN ITS LIBERAL ARTS CURRICULUM, HERITAGE OFFERS STRONG PROFESSIONAL AND CAREER-ORIENTED PROGRAMS DESIGNED TO ENRICH THE QUALITY OF LIFE FOR STUDENTS AND THEIR COMMUNITIES. 0 0 11880481 2129194 21080253 TO PROVIDE CLASSROOM, FACULTY AND SERVICES TO ALL HERITAGE STUDENTS, PREDOMINANTLY MINORITY UNDERGRADUATE AND GRADUATE STUDENTS, WHO ARE LIVING IN AN ISOLATED LOCATION AT OR BELOW THE FEDERAL POVERTY GUIDELINES. 6052870 357865 1139803 TO PROVIDE STUDENTS WITH SERVICES INCLUDING FINANCIAL AID ASSISTANCE, COUNSELING, INTERNSHIPS, JOB PLACEMENT, SCHOLARSHIPS, AND GRANTS. 1772509 355359 380763 ACADEMIC SUPPORT INCLUDING STUDENT SUPPORT AND ACCESS TO LEARNING RESOURCES, AND RECORD MAINTENANCE. 464422 407409 440647 PUBLIC SERVICE AND AUXILIARY ENTERPRISES. 464422 407409 440647 20170282 1 1 0 1 0 0 0 1 0 1 1 0 0 0 0 1 0 1 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 241 0 1 535 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 31 30 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AK CO MD NY OH OR SC NV NH X TAYLOR HALL CFO 5098651743 3240 FORT ROAD TOPPENISH WA 989489599 BOUCHEY RENEE BOARD MEMBER 1.00 X 0 0 0 CHILES PAUL BOARD MEMBER 1.00 X 0 0 0 FARINA KARLA BOARD MEMBER 1.00 X 0 0 0 FRAIRE JOHN BOARD MEMBER 1.00 X 0 0 0 GARDNER GATES MIMI BOARD MEMBER 1.00 X 0 0 0 GERST BOB BOARD MEMBER 1.00 X 0 0 0 GONZALEZ MICHELLE BOARD MEMBER 1.00 X 0 0 0 GUIDON MICHAEL BOARD MEMBER 1.00 X 0 0 0 HILL BRAD BOARD MEMBER 1.00 X 0 0 0 HILL SAUNDRA BOARD MEMBER 1.00 X 0 0 0 HILTON KATHLEEN BOARD MEMBER 1.00 X 0 0 0 LAWRENCE DOUG BOARD MEMBER 1.00 X 0 0 0 LINNEN PAULA BOARD MEMBER 1.00 X 0 0 0 LINNEWEH RICK BOARD MEMBER 1.00 X 0 0 0 MCGREE ELIZABETH BOARD MEMBER 1.00 X 0 0 0 PIGOTT JIM BOARD MEMBER 1.00 X 0 0 0 PINNELL RICK BOARD MEMBER 1.00 X 0 0 0 RAMSEY KIP BOARD MEMBER 1.00 X 0 0 0 REEVES JOHN BOARD MEMBER 1.00 X 0 0 0 RIGDON PHILIP BOARD MEMBER 1.00 X 0 0 0 RUELAS GERARDO BOARD MEMBER 1.00 X 0 0 0 SIMMS ROY BOARD MEMBER 1.00 X 0 0 0 SMITH KEN BOARD MEMBER 1.00 X 0 0 0 STROM HENRY BOARD MEMBER 1.00 X 0 0 0 VERA ALEX BOARD MEMBER 1.00 X 0 0 0 WARNER BARRY BOARD MEMBER 1.00 X 0 0 0 WALLACH ELLEN BOARD MEMBER 1.00 X 0 0 0 WASHINES E ARLEN BOARD MEMBER 1.00 X 0 0 0 WEAVER GAIL BOARD MEMBER 1.00 X 0 0 0 OSHIE PATRICK BOARD CHAIR 1.00 2.00 X X 0 0 0 SUND ANDREW PRESIDENT 40.00 2.00 X X 287907 0 18090 SONODA KAZUHIRO PROVOST 40.00 X 137673 0 16379 HALL TAYLOR VP FINANCE, CFO 40.00 X 115588 0 9515 NYIRATI CHRISTINA DIRECTOR OF NURSING 40.00 X 136521 0 19085 WISE DAVID VP OF ADVANCEMENT 40.00 2.00 X 134362 0 18965 MILLER THOMAS PROFESSOR 40.00 X 130000 0 9326 DALE LINDA DIR., PA PROGRAM 40.00 X 126052 0 18405 HILL MELISSA VP OF STUDENT AFFAIRS 40.00 X 122282 0 18414 1190385 0 128179 11 0 1 0 PACIFIC NW UNIVERSITY 111 UNIVERSITY PARKWAY SUITE 202 YAKIMA WA 98901 EDUCATIONAL SERVICES 920201 YAKIMA VALLEY COLLEGE PO BOX 22520 YAKIMA WA 98907 EDUCATIONAL SERVICES 306215 JENZABAR INC 101 HUNTINGTON AVE SUITE 2200 BOSTON MA 02119 TECHNOLOGY SUPPORT SERVICES 196616 MILLER NASH GRAHAM & DUNN 111 SW 5TH AVENUE PORTLAND OR 97204 LEGAL SERVICES 190919 HANNA & ASSOCIATES 1090 E LAKESHORE DR COUER D ALENE ID 83814 ADVERTISING 182288 8 278326 2422948 135847 2701274 TUITION AND FEES 900099 17852786 17852786 FEDERAL GRANTS 900099 3320602 3320602 STATE & LOCAL GRANTS 900099 751357 751357 STUDENT FEE REVENUE 611710 368651 368651 PRIVATE GRANTS 900099 115007 115007 22408403 579862 579862 37200 12169 25031 25031 25031 3854914 3484002 370912 370912 370912 95600 278326 72627 22973 22973 371077 222835 148242 148242 CHILDCARE 624410 262151 262151 262151 26518848 23041466 0 776108 3249827 3249827 618213 155253 462960 12343446 10176531 1931052 235863 627563 499096 113036 15431 1637740 1165892 444025 27823 987946 776690 192606 18650 228392 198468 29924 111395 111395 138451 138451 968924 738203 145475 85246 215403 5716 36455 173232 498850 220715 190031 88104 545868 38241 507627 443424 315053 128371 624940 583623 39058 2259 111504 107168 3916 420 627343 267516 359827 1242574 915037 327537 87041 64614 22427 SUPPLIES 569960 442956 70663 56341 DUES AND SUBSCRIPTIONS 337269 249683 84040 3546 BAD DEBTS 14809 14809 26230882 20170282 5353685 706915 657646 408326 157586 52256 4448981 2303535 609840 692801 35557 33249 39511364 13821894 26747314 25689470 21734045 25527869 1828436 1737351 231048 233153 56450453 56678010 2713529 1722442 399834 390205 484546 276811 7852197 7015114 3000000 4350276 14450106 13754848 X 34607888 35618775 4365714 4277642 3026745 3026745 42000347 42923162 56450453 56678010 287966 634849 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 4122 4122 0 PART II-B, LINE 1: NATIONAL ASSOCIATES OF INDEPENDENT COLLEGES (ICW)#3033170 MEMBERSHIPS DUES WHICH A PORTION MAY GO TO LOBBYING FOR INDEPENDENT COLLEGES. ICW USED AN ESTIMATED 5.66% OF THEIR DUES ON LOBBYING. HERITAGE UNIVERSITY PAID A TOTAL OF $72,880 FOR DUES, OF WHICH $4,122 IS ESTIMATED TO BE USED FOR LOBBYING. 96773 X X 0 23930971 1776686 1405448 874792 26238313 16831003 6534898 1389888 824818 23930971 14589740 774817 2149800 683354 16831003 15011132 446014 -203924 663482 14589740 13289841 1834035 431312 544056 15011132 0.81830 0.13450 0.04720 1 0 307913 307913 34652136 10804375 23847761 3677389 2456324 1221065 873926 561195 312731 25689470 X PART III, LINE 4: LOCAL HISTORICAL ARTWORK OF THE COWICHE CANYON OUTSIDE YAKIMA, WA. THE COLLECTION OF ART HELPS SUPPORT THE UNIVERSITY'S ART DEPARTMENT/PROGRAM, ALONG WITH THE ART WING IN THE NEW BUILDING. THE ART WING DISPLAYS VARIOUS PIECES OF ART, INCLUDING THE DONATED PIECES. PART V, LINE 4: ENDOWMENTS ARE USED TO FUND SCHOLARSHIPS AND ACADEMIC PROGRAMS. PART X, LINE 2: THE UNIVERSITY IS A TAX-EXEMPT ORGANIZATION QUALIFYING UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IN ADDITION, HULL AND HUBS ARE ALSO ORGANIZED UNDER SECTION 501(C)(3) AND THEIR SOLE PURPOSE IS TO SUPPORT THE UNIVERSITY. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE UNIVERSITY'S TAX-EXEMPT PURPOSE WOULD BE SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. THE UNIVERSITY DID NOT ENGAGE IN AN ACTIVITY UNRELATED TO ITS TAX-EXEMPT PURPOSE; ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. MANAGEMENT ADOPTED THE PROVISIONS RELATED TO ACCOUNTING FOR UNCERTAINTIES IN INCOME TAXES AND HAS DETERMINED THEY HAVE NO UNCERTAIN TAX POSITIONS AT JUNE 30, 2019 AND 2018. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE UNIVERSITY PUBLISHES ITS NONDISCRIMINATORY POLICY IN THE OFFICIAL COURSE CATALOG. THIS INFORMATION IS ALSO FOUND ON THE HERITAGE WEB SITE. THE MISSION OF THE UNIVERSITY IS TO SERVE MULTI-CULTURAL POPULATIONS AND IS WIDELY ADVERTISED AND COMMUNICATED AS SUCH. SCHEDULE E, PART I, LINE 6 HERITAGE UNIVERSITY RECEIVES VARIOUS GRANTS FROM GOVERNMENTAL AGENCIES SUCH AS; PELL GRANTS, DEPARTMENT OF EDUCATION GRANTS, EQUAL OPPORTUNITY GRANTS, AND OTHER GRANTS. SCHOLARSHIP DINNER 373926 278326 95600 1136 9828 38922 125 22616 373926 278326 95600 1136 9828 38922 125 22616 72627 22973 1 0 0 INSTITUTIONAL AID 485 1781469 ENDOWED SCHOLARSHIPS 294 890394 NON-ENDOWED DONOR SCHOLARSHIPS 112 318662 GRANT-FUNDED SCHOLARSHIPS 15 163196 FEDERAL SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANT (FSEOG) 147 96106 PART I, LINE 2: HERITAGE UNIVERSITY PARTICIPATES IN FEDERAL GRANTS AND LOAN PROGRAMS. ALL OF THE STUDENT AWARDING PROCESS IS DOCUMENTED IN THE SOFTWARE USED TO DETERMINE ELIGIBILITY AND TRACK STUDENT AWARDS. FOR THOSE AWARDS WITH SUBJECTIVE SELECTION CRITERIA, THE DOCUMENTATION IS MAINTAINED BY THE PERSON RESPONSIBLE FOR SUCH AWARDS OR GRANTS. HERITAGE UNIVERSITY UNDERGOES A YEARLY AUDIT OF THE GRANTS AND OTHER FEDERAL FUNDS IN ACCORDANCE WITH A-133; A-87; AND OTHERS. X X X X 1 1 X X X X 0 0 0 0 0 0 0 0 0 SUND ANDREW PRESIDENT 244362 0 0 0 43545 0 8575 0 9515 0 305997 0 0 0 SONODA KAZUHIRO PROVOST 137673 0 0 0 0 0 6895 0 9484 0 154052 0 0 0 NYIRATI CHRISTINA DIRECTOR OF NURSING 136521 0 0 0 0 0 9601 0 9484 0 155606 0 0 0 WISE DAVID VP OF ADVANCEMENT 134362 0 0 0 0 0 9450 0 9515 0 153327 0 0 0 PART I, LINE 1A HERITAGE UNIVERSITY PURCHASED A HOUSE ON 7/1/2011 FOR USE BY THE PRESIDENT AS A PERSONAL RESIDENCE AND OTHER UNIVERSITY FUNCTIONS. THE PERSONAL USE OF THE HOUSE IS TREATED AS TAXABLE COMPENSATION TO DR. SUND. TAXABLE GROSS UP PAYMENTS ARE MADE TO THE PRESIDENT RELATING TO CERTAIN TAXABLE BENEFITS. THE UNIVERSITY ALSO PROVIDES GYM FEES, SOCIAL CLUB DUES, AS WELL AS VARIOUS OTHER PERSONAL SERVICES WHILE ON CAMPUS. A WASHINGTON HIGHER EDUCATION FACILITIES AUTHORITY SERIES 2013 911306482 2013-10-28 9000000 REFUND 2007 BOND AND FUND BUILDING CONSTRUCTION 0 0 0 A 1984886 9000000 145709 7349847 1 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 0 A 0 0 0 0 1 0 0 0 0 A 0 X 4 135847 VALUE ON DATE OF GIFT 0 0 1 0 PART I, COLUMN (B): NUMBER OF CONTRIBUTORS FORM 990, PART VI, SECTION B, LINE 11B THE CONTROLLER GENERATES THE RETURN INFORMATION, WITH THE ASSISTANCE OF VARIOUS HERITAGE PERSONNEL. THE CFO AND THE PRESIDENT CAN REVIEW THE SUPPORTING SCHEDULES AND THE RETURN BEFORE FILING. ONCE THE RETURN IS COMPLETED, HERITAGE WILL SEND OUT NOTICE TO THE BOARD OF DIRECTORS TO NOTIFY THEM THAT THE RETURN IS AVAILABLE FOR INSPECTION UPON REQUEST. FORM 990, PART VI, SECTION B, LINE 12C THE DIRECTOR OF HR, THE PRESIDENT, AND OTHER MEMBERS OF MANAGEMENT REGULARLY REVIEW THE LISTING OF BOARD MEMBERS TO DETERMINE IF THERE ARE ANY CONFLICTS OF INTEREST. THE DIRECTOR OF HR IS RESPONSIBLE FOR ENSURING THAT EACH BOARD MEMBER UNDERSTANDS THE CONFLICT OF INTEREST POLICY AND SIGNS A DISCLOSURE EACH YEAR. THE DISCLOSURE LETTERS ARE KEPT ON FILE BY THE DIRECTOR OF HR. FORM 990, PART VI, SECTION B, LINE 15 EVERY YEAR, COMPENSATION FOR TOP MANAGEMENT IS DONE BY USING COMPARATIVE DATA PROVIDED BY CUPA. THE DATA IS REVIEWED BY THE COMPENSATION COMMITTEE OF THE BOARD WHICH IS COMPRISED OF THE BOARD CHAIR, FINANCE COMMITTEE CHAIR, PRESIDENT OF THE UNIVERSITY AND THE CFO. THE RESULTS OF THE REVIEW ARE NOTED IN THE MEETING MINUTES FILED WITH THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO ANYONE UPON REQUEST. HERITAGE U LEVERAGE LENDER 3240 FORT RD TOPPENISH WA 98948 475284384 LEVERAGE LENDING SUPPORT FOR HERITAGE UNIVERSITY WA 501(C)(3) LINE 12D, III-O HERITAGE UNIVERSITY 1 HERITAGE U BUILDING SUPPORT 3240 FORT RD TOPPENISH WA 98948 475071980 BUILDING SUPPORT FOR HERITAGE UNIVERSITY WA 501(C)(3) LINE 12A, I HERITAGE UNIVERSITY 1 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 1 HERITAGE U BUILDING SUPPORT K 136683 FMV