2020-07-14T19:21:14-05:00 2019-08-31 BKD LLP 14241 DALLAS PARKWAY SUITE 1100 DALLAS TX 75254 990 2018-09-01 751596658 Parker University % MEG JOHNSON PARK 9724386932 2540 Walnut Hill Lane Dallas TX 752295609 DR WILLIAM MORGAN President 9723835700 2020-07-15 true kevin ensminger P01310558 9727028262 167.68.126.162 75465920201965000115 2020-07-14 P C04110446F027A7EF6CCEE8BF04862AA5191FCC5 EB976710118F518B8933A72D91D1D85239D99EDA 2018 2021-01-29 14:40:06Z DR WILLIAM MORGAN 2540 WALNUT HILL LANE DALLAS TX 752295609 61192377 false X WWW.PARKER.EDU X 1982 TX PARKER UNIVERSITY IS A LEADING HEALTHCARE EDUCATOR, DEVELOPING SKILLED & COMPASSIONATE professionals IN THE FIELDS OF CHIROPRACTIC, ALLIED HEALTH, (continued on sch O) 12 12 514 13 109142 -15410 1633924 1577087 39885133 47172600 2171563 1556133 779853 277314 44470473 50583134 3229531 5633726 0 0 22237208 23631018 0 0 443636 15395114 16870326 40861853 46135070 3608620 4448064 65283731 71630140 13790037 16624746 51493694 55005394 X PARKER UNIVERSITY IS A REGIONALLY ACCREDITED PRIVATE UNIVERSITY THAT OFFERS CERTIFICATE, UNDERGRADUATE, AND GRADUATE PROGRAMS IN HEALTHCARE AND BUSINESS-RELATED FIELDS THROUGH MULTIPLE DELIVERY FORMATS AND LEARNING ENVIRONMENTS. false false 21656219 2543254 34299311 THE UNIVERSITY'S DOCTOR OF CHIROPRACTIC PROGRAM IS BOTH RIGOROUS AND COMPREHENSIVE, LEVERAGING THE LATEST RESEARCH AND TECHNOLOGY AND FEATURING A RESEARCH FACILITY AND AN INTEGRATED CLINICAL EXPERIENCE AT ONE OF ITS TWO PUBLIC CLINICS OR THROUGH OFFSITE INTERNSHIPS AT PARTICIPATING HOSPITALS AND PRIVATE PRACTICES. THE PROGRAM IS DESIGNED TO DEVELOP SKILLED PROFESSIONALS DEVOTED TO THE PRACTICE OF COMPASSIONATE, PATIENT-CENTERED AND EVIDENCE-BASED CARE. 9246639 3090472 10979251 THE UNIVERSITY OFFERS CERTIFICATE, UNDERGRADUATE, AND GRADUATE PROGRAMS IN HEALTHCARE AND BUSINESS-RELATED FIELDS IN ITS COLLEGE OF HEALTH SCIENCES (CHS) AND ITS COLLEGE OF BUSINESS AND TECHNOLOGY (CBT). SUCH PROGRAMS FEATURE DYNAMIC LEARNING ENVIRONMENTS AND OFFER MULTIPLE DELIVERY FORMATS. 2647766 0 1936800 PARKER UNIVERSITY PROVIDES ETHICAL, WELL RESEARCHED, AND RELEVANT CONTINUING EDUCATION TO HEALTH AND WELLNESS PROFESSIONALS IN THE VIRTUAL CLASSROOM OR AT ONE OF ITS VARIOUS SEMINARS HOSTED ANNUALLY IN DALLAS OR LAS VEGAS. 33550624 true true false true false false false false false true true false false false true true true false true false true true false false false false false true true true false false false false false false false false false false false false true false false false false true 2185 0 true 514 true true true false false false false true true false false false false false false X 12 12 false false true false false false false true true false false true true true true true true true false false X MEG JOHNSON 9724386932 2540 WALNUT HILL LANE DALLAS TX 752295609 X OLIVER SMITH JR DC CHAIRMAN 2.0 0.0 X X 0 0 0 STEVEN W BROOKS DC VICE CHAIRMAN 2.0 0.0 X X 0 0 0 VINCENT SCHEFFLER DC CCSP SCS SECRETARY 2.0 0.0 X X 0 0 0 GEORGE R LINSCOTT TREASURER 2.0 0.0 X X 0 0 0 CHARLENE CONNOR DBA MBA TRUSTEE 2.0 0.0 X 0 0 0 JOHN HUSTON ASSISTANT TREASURER 2.0 0.0 X X 0 0 0 JOHN G DONOVAN DC DHUM HON TRUSTEE 2.0 0.0 X 0 0 0 GERY C HOCHANADEL PHD TRUSTEE 2.0 0.0 X 0 0 0 PATRICK MAHAFFEY TRUSTEE 2.0 0.0 X 0 0 0 JARRETT BROWNING DC TRUSTEE, END: 1/2019 2.0 0.0 X 0 0 0 JAMES W PARKER JR DC TRUSTEE 2.0 0.0 X 0 0 0 AMY WOOD DC TRUSTEE 2.0 0.0 X 0 0 0 ROBERT E ROSENBAUM MD FAANS TRUSTEE 2.0 0.0 X 0 0 0 WILLIAM E MORGAN DC PRESIDENT 50.0 0.0 X 335873 0 43777 JAYNE MOSCHELLA DC evp/provost 50.0 0.0 X 206110 0 6852 DONALD L MCNUTT vp/chief operations officer 50.0 0.0 X 192289 0 35046 SANDRA MCLEAN VP/CHIEF hr OFFICER 50.0 0.0 X 155886 0 19813 THERESA GUERRA VP OF FINANCE 50.0 0.0 X 133892 0 26041 PATRICK B BODNAR DC Assoc. PROVOST OF CHIROPRACTIC 50.0 0.0 X 134045 0 31921 GENE GIGGLEMAN DC PROFESSOR, END: 12/2018 50.0 0.0 X 148451 0 26761 TREVOR K JONES CHIEF INFORMATION OFFICER 50.0 0.0 X 146303 0 12551 DANA J LAWRENCE DC ASSOCIATE PROVOST OF EDUCATION 50.0 0.0 X 140348 0 26632 JOHN M PERRYMAN DC PROFESSOR 50.0 0.0 X 116250 0 14175 DAVID GARAFOLA VP BUSINESS AFFAIRS END 8/2018 0.0 0.0 X 291196 0 11965 JANELL E GIBSON VP ACADEMIC OPER., END: 8/2018 0.0 0.0 X 130761 0 24966 2131404 0 280500 23 true true false SOUTHEAST SERVICE CORPORATION PO BOX 417632 BOSTON MA 022417632 FACILITIES SERVICES 1615806 SAGE DINING SERVICES INC 1402 YORK ROAD LUTHERVILLE MD 21093 DINING SERVICES 818053 HELIX EDUCATION 175 SOUTH WEST TEMPLE STE 700 SALT LAKE CITY UT 84110 BRAND MARKETING 787374 HORSESHOE GENERAL CONSTRUCTION LLC 9798 FM 1565 TERRELL TX 75160 CONSTRUCTION SERVICE 514824 US SECURITY ASSOCIATES INC 200 MANSELL COURT 5TH FLOOR ROSWELL GA 30076 CAMPUS SECURITY 490873 24 1318847 258240 1577087 Tuition and Fees 611310 45238379 45238379 Educational Clinic 611310 1376017 1376017 Dining and Other Auxiliary 611310 558204 558204 47172600 568680 568680 0 3434 3434 301102 69984 231118 0 231118 231118 10724000 9736547 987453 987453 987453 0 0 0 0 0 0 796531 802712 -6181 -115323 109142 Miscellaneous Income 900099 48943 48943 48943 50583134 47106220 109142 1790685 75000 75000 5538726 5538726 20000 20000 0 1155579 212962 866687 75930 0 17582635 13522487 3870233 189915 646623 494506 148424 3693 2836957 1927978 878109 30870 1409224 964082 431052 14090 0 0 0 238048 80726 157322 95290 95290 60000 60000 0 13460 13460 2314886 1830119 474481 10286 2064917 194436 1865135 5346 757011 572580 173162 11269 1574662 529717 1044885 60 0 3229878 2929484 285028 15366 491992 328627 148952 14413 0 456680 119393 282297 54990 72673 72673 0 2173376 1988615 175158 9603 292628 85893 206735 SEMINAR EXPENSES 893254 893254 0 0 STUDENT LIFE 949155 949155 0 0 DUES & SUBSCRIPTIONS 398959 51448 344587 2924 CLINIC EXPENSES 144826 144826 648631 96610 547140 4881 46135070 33550624 12140810 443636 11841041 17809304 0 0 63000 0 1137721 2718369 0 0 0 0 0 0 710848 568985 716709 733980 49454333 35070245 13395830 14384088 37162687 35415414 0 0 96100 0 0 0 159795 0 65283731 71630140 11354705 14111567 0 0 562613 574603 0 0 0 0 0 0 1733333 1633334 16694 1224 122692 304018 13790037 16624746 X 50026173 53550958 855714 742628 611807 711808 51493694 55005394 65283731 71630140 4448064 -936789 425 X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true false false false false true 0 false true 60000 60000 false SCHEDULE C, PART II-B, LINE 1I OTHER ACTIVITIES: Parker retains governmental affairs consultants to monitor legislative and regulatory developments, to participate in policy discussions, and, in certain situations, to lobby governmental bodies regarding matters impacting the interests of the university and its constituents. 1153600 100000 28036 31500 1250136 1053442 1000 99158 1153600 959927 5000 93515 5000 1053442 877085 8596 76246 2000 959927 873060 39100 -28075 7000 877085 0.56900 0.43100 false false 2255978 2255978 27181620 20712699 6468921 1134816 659975 474841 14073939 10842045 3231894 4807980 2855526 1952454 14384088 0 Capital Lease Obligations 262366 Tenant Security Deposit 24187 US GOVT LOANS REFUNDABLE 17465 304018 X 44966855 -936789 -5538726 -6475515 51442370 13460 -872696 -859236 50583134 41455580 872696 872696 40582884 13460 5538726 5552186 46135070 SCHEDULE D, PART X, LINE 2 ASC 740 Footnote: MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. SCHEDULE D, PART V, LINE 4 INTENDED USE OF ORGANIZATION'S ENDOWMENT FUNDS: THE UNIVERSITY'S ENDOWMENT FUNDS SCHOLARSHIP GRANTS TO CURRENT AND INCOMING STUDENTS. sCHEDULE D, PART XI, LINE 2D RECONCILIATION OF REVENUE PER AUDITED FINANCIAL STATEMENTS WITH RETURN: Scholarship Allowances $(5,538,726) sCHEDULE D, PART XI, LINE 4b RECONCILIATION OF REVENUE PER AUDITED FINANCIAL STATEMENTS WITH RETURN: Direct Rent Expense $(69,984) Cost of goods sold $(802,712) ---------- Total $(872,696) sCHEDULE d, pART XII, LINE 2D RECONCILIATION OF eXPENSES PER AUDITED FINANCIAL STATEMENTS WITH RETURN: Direct Rent Expense $69,984 Cost of goods sold $802,712 ---------- Total $872,696 sCHEDULE D, PART XII, LINE 4b RECONCILIATION OF eXPENSES PER AUDITED FINANCIAL STATEMENTS WITH RETURN: Scholarship Allowances $5,538,726 true true false true true true true false false false false false false false false true false true SCHEDULE E, PART I, LINE 3 PUBLICATION OF RACIALLY NONDISCRIMINATORY POLICY TO GENERAL COMMUNITY: The university publishes its policy in its written communications to the public regarding student admissions, its programs and scholarship offerings. The policy is also published in its Human Resources Handbook and on its employment applications. SCHEDULE E, PART I, LINE 6A FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENTAL AGENCY: THE UNIVERSITY RECEIVES FEDERAL TITLE IV AND STATE FINANCIAL AID FUNDS FOR ITS STUDENTS. true Europe (Including Iceland and Greenland) Grantmaking 20000 20000 20000 Europe (Including Iceland and Greenland) RESEARCH DONATION 20000 Wire 1 false false false false false false SCHEDULE F, PART I, Line 2 PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS OUTSIDE THE U.S.: All assistance given to organizations are donations to the organization in support of their exempt purpose. The university does not monitor the use of grant funds due to the nature of the donation. true TEXAS CHIROPRACTIC ASSOCIATION INC 1122 COLORADO STREET SUITE 307 AUSTIN TX 78701 740944023 501(C)(6) 75000 SUPPORT BUSINESS OPERATIONS 1 DOCTOR OF CHIROPRACTIC PROGRAM SCHOLARSHIPS 501 1489108 GAP FUNDING SCHOLARSHIPS 370 1113487 ANATOMY AND PHYSIOLOGY GRANT (PRE-DC) 244 1169882 MILITARY YELLOW RIBBON GRANTS 15 58654 MBA PROGRAM SCHOLARSHIPS 2 6300 BROWN MACKIE TRANSFER SCHOLARSHIPS 3 2880 OLYMPIC SCHOLARSHIPS 2 56660 COLLEGE OF CHIROPRACTIC MASTERS SCHOLARSHIP 65 463320 DONOR-FUNDED SCHOLARSHIPS 46 70020 ADMINISTRATIVE SCHOLARSHIPS 3 5829 Texas Equalization Grant (TEG) 347 1040470 Federal Supplemental Education Opportunity Grant 90 62116 SCHEDULE I, PART I, LINE 2 PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS IN THE U.S.: SCHOLARSHIP AWARDS: THE UNIVERSITY HAS A SCHOLARSHIP COMMITTEE THAT SELECTS ALL SCHOLARSHIP RECIPIENTS. THE UNIVERSITY AWARDS SCHOLARSHIPS AND GRANTS TO STUDENTS BASED ON BOTH MERIT AND NEED. OTHER ASSISTANCE: All OTHER ASSISTANCE given to organizations are donations to the organization in support of their exempt purpose. The university does not monitor the use of grant funds due TO the nature of the donation. X X X true true X X X true false false false false false false true false PATRICK B BODNAR DC Assoc. PROVOST OF CHIROPRACTIC 133144 0 650 0 251 0 8440 0 23481 0 165966 0 0 0 GENE GIGGLEMAN DC PROFESSOR, END: 12/2018 143363 0 3429 0 1659 0 8322 0 18439 0 175212 0 0 0 TREVOR K JONES CHIEF INFORMATION OFFICER 144478 0 1782 0 43 0 2304 0 10247 0 158854 0 0 0 DANA J LAWRENCE DC ASSOCIATE PROVOST OF EDUCATION 130537 0 9387 0 424 0 8193 0 18439 0 166980 0 0 0 WILLIAM E MORGAN DC PRESIDENT 293953 0 0 0 41920 0 15900 0 27877 0 379650 0 0 0 JAYNE MOSCHELLA DC evp/provost 190803 0 0 0 15307 0 0 0 6852 0 212962 0 0 0 DONALD L MCNUTT vp/chief operations officer 185444 0 6691 0 154 0 11550 0 23496 0 227335 0 0 0 SANDRA MCLEAN VP/CHIEF hr OFFICER 155320 0 0 0 566 0 9565 0 10248 0 175699 0 0 0 THERESA GUERRA VP OF FINANCE 117978 0 6770 0 9144 0 7572 0 18469 0 159933 0 0 0 DAVID GARAFOLA VP BUSINESS AFFAIRS END 8/2018 103249 0 0 0 187947 0 6238 0 5727 0 303161 0 0 0 JANELL E GIBSON VP ACADEMIC OPER., END: 8/2018 108654 0 433 0 21674 0 6723 0 18243 0 155727 0 0 0 SCHEDULE J, PART I, LINE 1A BENEFITS PROVIDED TO INDIVIDUALS: THE ORGANIZATION PROVIDES BENEFITS AS INDICATED IN LINE 1A TO THE ORGANIZATION'S PRESIDENT. WILLIAM MORGAN: - HOUSING ALLOWANCE & SPOUSAL TRAVEL - TAXABLE INCOME - first-class international travel - non-taxable income SCHEDULE J, PART I, LINE 4A SEVERANCE PACKAGE: In exchange for a general release of claims and certain promises, including the promises of non-disparagement and nondisclosure of confidential information, Mr. Garafola received severance payments commencing on June 7, 2018 and ending on August 31, 2018. Other severance benefits included health benefits coverage until August 31, 2018 and executive outplacement services not to exceed $15,000. DAVID GARAFOLA: $154,379 Schedule J, PART I, Line 7 Bonus Payments Provided to persons listed on the 990: The Executive Committee recommends and Board of Trustees must approve bonuses paid to the President. Performance-based bonuses are paid to key employees at the discretion of the President. Such bonuses are subject to a limitation of 10% of the employee's base salary. FORM 990, PART VI, SECTION A, LINE 1A DelegatiOn of Authority: THE EXECUTIVE COMMITTEE MAY EXERCISE ALL BOARD POWERS DURING THE INTERIM PERIOD BETWEEN BOARD MEETINGS EXCEPT FOR (1) A SUSPENSION OR DISCONTINUANCE OF UNIVERSITY OPERATIONS; (2) AN AMENDMENT TO THE BYLAWS; (3) THE EXECUTION OR APPROVAL OF ANY CONTRACT; (4) THE APPROVAL TO DISBURSE $100,000 OR MORE WITHOUT PREAUTHORIZATION; OR (5) THE ELECTION OR REMOVAL OF A TRUSTEE OR OFFICER. FORM 990, PART VI, SECTION A, LINE 4 SIGNIFICANT CHANGES TO GOVERNING DOCUMENTS: The universitys bylaws were amended on October 5, 2018 and April 15, 2019. The universitys vision/mission was summarized into a concise statement. The Boards Conflict of Interest Policy was expanded to prohibit dating and romantic relationships with currently enrolled students or current faculty or staff. The bylaws were amended to allow for a trustee to be placed on pro tempore status in the event an existing disability impedes their ability to perform essential Board duties. The qualifications for the Alumni Board Trustee were expanded to allow for an alumnus other than current alumni Board President to serve in the seat. The Committee on Trustees was created to oversee trustee selection, orientation and succession planning. The Boards Executive Committee was expanded to include the Chair of the Committee on Trustees and one ad hoc member appointed by the Committee Chair. FORM 990, PART VI, SECTION B, LINE 11B PROCESS TO REVIEW THE FORM 990: PRIOR TO FILING, THE UNIVERSITY DISTRIBUTES THE FORM 990 TO THE BOARD OF TRUSTEES, REQUESTING EACH MEMBER TO REVIEW THE RETURN AND FORWARD ANY QUESTIONS OR COMMENTS TO MANAGEMENT. FORM 990, PART VI, SECTION B, LINE 12C PROCESS FOR MONITORING COMPLIANCE WITH CONFLICT OF INTEREST POLICY: ANNUALLY, EACH TRUSTEE IS REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT, DECLARING THE PRESENCE OR ABSENCE OF A CONFLICT. THE BOARD IS THE ARBITER OF ANY IDENTIFIED CONFLICT AND MUST DOCUMENT ITS DECISION REGARDING SUCH MATTER. EMPLOYEES MUST COMPLY WITH THE CONFLICT OF INTEREST POLICY SET FORTH IN THE UNIVERSITY'S HANDBOOK. SUCH POLICY PROHIBITS THE EMPLOYEE'S INVOLVEMENT WITH FINANCIAL TRANSACTIONS IN WHICH THE EMPLOYEE OR AN IMMEDIATE FAMILY MEMBER HAS A MATERIAL FINANCIAL INTEREST. EMPLOYEES ARE REQUIRED TO REPORT POTENTIAL CONFLICTS IMMEDIATELY UPON THEIR DISCOVERY. FORM 990, PART VI, SECTION C, LINE 19 AVAILABILITY OF DOCUMENTS: THE UNIVERSITY'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC DURING THE TAX YEAR. FORM 990, PART VI, SECTION B, LINE 15A REVIEW OF OFFICER COMPENSATION: A review of the compensation of the universitys CEO is conducted at least annually by the compensation committee of the Board of Trustees, said committee being comprised of the officers of the Board. The committee uses comparability data, such as CUPA (College and University professional Association) comp reports, as a basis for determining compensation. Such review is documented in meeting minutes. FORM 990, PART III, LINE 1 BOARD APPROVED MISSION: (CONTINUED FROM PAGE 4) THE UNIVERSITY ESPOUSES A CULTURE OF LIFELONG LEARNING, RESEARCH, AND SERVICE. PARKER UNIVERSITY PROVIDES ITS DIVERSE POPULATION WITH SUPPORT SERVICES AND LEARNING OPPORTUNITIES TO DEVELOP THE NECESSARY SKILLS FOR SUCCESSFUL EMPLOYMENT AND CAREER ADVANCEMENT. FORM 990, PART I, LINE 1 SIGNIFICANT ACTIVITIES: (CONTINUED FROM PAGE 1)... THE HEALTH SCIENCES, BUSINESS AND TECHNOLOGY. YKT LLC 2540 WALNUT HILL LANE DALLAS TX 75229 474884482 REAL ESTATE TX -11382 1850929 PARKER