2019-07-12T08:45:32-05:00 2018-08-31 410746749 CLIFTONLARSONALLEN LLP 220 SOUTH SIXTH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2017-09-01 950948050 SOUTHERN CALIFORNIA UNIVERSITY OF HEALTH SCIENCES SOUT 5629023355 16200 E AMBER VALLEY DRIVE WHITTIER CA 90604 THOMAS K ARENDT VP-ADMINISTRATION AND FINANCE 5629023355 2019-07-10 1 LARRY ADAMS P01314654 6123764500 67.137.57.251 2019-07-10 08:50:31 CD P E087ECC427FCF6F1386F54131AA171D58D37D782 9DCB77BB5DA20F06DC527A2BE3898FDA4E15C9A7 2017 2019-02-21 02:37:17Z THOMAS K ARENDT 16200 E AMBER VALLEY DRIVE WHITTIER CA 90604 38233239 0 X WWW.SCUHS.EDU X 1948 CA SEE SCHEDULE O. TO EDUCATE STUDENTS AS COMPETENT, CARING AND SUCCESSFUL PRACTITIONERS OF INTEGRATIVE HEALTHCARE. 12 12 599 12 2333 -12483 870615 405120 21275297 23936085 1384335 1548232 86780 130424 23617027 26019861 594578 551297 0 0 16595621 16941927 0 0 499339 8791182 11689871 25981381 29183095 -2364354 -3163234 36100263 35048109 8029883 10542635 28070380 24505474 X 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 THE LOS ANGELES COLLEGE OF CHIROPRACTIC, THE COLLEGE OF EASTERN MEDICINE, THE SCHOOL OF PROFESSIONAL STUDIES, AND THE COLLEGE OF SCIENCE AND INTEGRATIVE HEALTH. 0 0 16302265 551297 23933752 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 THE LOS ANGELES COLLEGE OF CHIROPRACTIC, THE COLLEGE OF EASTERN MEDICINE, THE SCHOOL OF PROFESSIONAL STUDIES, AND THE COLLEGE OF SCIENCE AND INTEGRATIVE HEALTH. SCU OFFERS FIVE MAIN DEGREE PROGRAMS. 1) DOCTORATE OF CHIROPRACTIC DEGREE (DC), 2) MASTER OF ACUPUNCTURE AND ORIENTAL MEDICINE (MAOM), 3) DOCTORATE OF CHINESE MEDICINE (DACM), 4) BACHELOR OF SCIENCE IN BIOLOGICAL SCIENCES (BSBS), AND 5) MASTER OF SCIENCE: PHYSICIAN ASSISTANT. IN ADDITION TO THESE, SCU OFFERS CERTIFICATE PROGRAMS IN MASSAGE THERAPY, AYURVEDA, AND AN ACCELERATED SCIENCE PREREQUISITE COMPLETION PROGRAM (IOS). IN FY18, THERE WERE 1,159 STUDENTS ENROLLED AT SCU IN THE FOLLOWING PROGRAMS. 1) 424 IN DC, 2) 7 IN MAOM, 3) 16 IN DACM, 4) 31 IN BSBS, 5) 0 IN MASSAGE THERAPY, 6) 40 IN AYURVEDA, 7) 579 IN IOS, 8) 62 IN PA. A TOTAL OF 142 DEGREES WERE GRANTED DURING THE YEAR - 122 DOCTORATE DEGREES, 9 MASTER DEGREES, AND 11 BACHELOR DEGREES. 16302265 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 1 0 0 0 0 0 0 0 0 1 116 0 599 1 1 1 0 0 0 0 0 0 0 0 0 X 12 12 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 WILLIAM VALUSEK BOARD CHAIR 2.00 X X 0 0 0 SONJA GIBSON BOARD VICE CHAIR 2.00 X X 0 0 0 BONNY MCCLAIN BOARD SECRETARY 2.00 X X 0 0 0 THOMAS BAKMAN BOARD MEMBER 2.00 X 0 0 0 ARTURO ESCOBEDO BOARD MEMBER 2.00 X 0 0 0 MARTIN GALLEGOS BOARD MEMBER 2.00 X 0 0 0 SUSAN HAEGER BOARD MEMBER 2.00 X 0 0 0 NICK JACOBS BOARD MEMBER 2.00 X 0 0 0 JASON JANKOWIAK BOARD MEMBER 2.00 X 0 0 0 RON LAU BOARD MEMBER 2.00 X 0 0 0 PAUL TREINEN ASSOCIATE BOARD MEMBER 1.00 X 0 0 0 RUTH WESTREICH BOARD MEMBER 2.00 X 0 0 0 JOHN SCARINGE PRESIDENT 40.00 X 283199 0 36720 JOHN DE MICHELE VP INSTITUTIONAL ADVANCEMENT 40.00 X 35029 0 3073 TOM ARENDT VP - ADMINISTRATION AND FINANCE/CFO 40.00 X 176059 0 41552 DEBRA BENAVENTE VP - ENROLLMENT MANAGEMENT AND STUDENT AFFAIRS 40.00 X 203350 0 5907 MELISSA NAGARE KIMURA VP - SCU HEALTH SYSTEM & CHIEF CLINICAL OFFICER 40.00 X 147645 0 27909 SHERYL BERMAN VP ACADEMIC AFFAIRS 40.00 X 199488 0 17257 TIM FARRIS CHIEF INFORMATION OFFICER 40.00 X 175998 0 0 CHUCK SWEET CHIEF OF STAFF 40.00 X 108021 0 3930 MOHAMMAD MIRBOLOOKI PROFESSOR/UNDERGRAD CHAIR 40.00 X 174478 0 14665 SAMIR AYAD ASSOCIATE PROFESSOR 40.00 X 119501 0 11747 JOSEPH HORRIGAN EXECUTIVE DIRECTOR HUMAN PERF 40.00 X 134673 0 29310 ROBB RUSSELL AVP HEALTH SYSTEM, COS 40.00 X 115318 0 18853 JONATHON EGAN DEAN LACC 40.00 X 112205 0 32638 1984964 0 243561 12 0 1 0 IN FOCUS ADVERTISING INC 5137 CLARETON DR STE 200 AGOURA HILLS CA 91301 MARKETING CONSULTANT 683649 CONVERGE CONSULTING INC 415 12TH AVE SE STE 100 CEDAR RAPIDS IA 52401 MARKETING CONSULTANT 308917 JENZABAR INC 101 HUNTINGTON AVE BOSTON MA 02199 SYSTEMS PROVIDER 305132 TRACE3 LLC 7565 IRVINE CENTER DR STE 200 IRVINE CA 92618 IT CONSULTANT 231125 OASIS CLEANING SERVICES INC 2105 FOOTHILL BLVD SUITE B320 LA VERNE CA 91750 CLEANING SERVICES 197368 11 206704 198416 203359 405120 TUITION AND FEES 611600 22694473 22694473 HEALTH CENTERS 611710 1077802 1076530 1272 OTHER SUPPORT SERVICES 611710 163810 162749 1061 23936085 607583 607583 93336 0 93336 93336 93336 13042057 12101408 940649 940649 940649 149058 111970 37088 37088 26019861 23933752 2333 1678656 551297 551297 1782384 228145 1455951 98288 12186382 9673236 2234215 278931 389943 313577 76366 1150572 898470 237318 14784 1432646 1038878 370581 23187 64019 64019 177057 3060 173997 49236 49236 90809 90809 101438 101438 2741136 1282605 1394512 64019 2426168 156673 2269495 330159 133139 196967 53 639644 160400 468896 10348 248430 133489 109786 5155 42639 42639 1338234 1338234 212243 2993 209250 UTILITIES 409079 409079 DUES/FEES/SUBSCRIPTIONS 230268 39252 189497 1519 HOSPITALITY 156881 51286 103783 1812 PERIODICALS 154203 147980 6223 2278228 1487785 789200 1243 29183095 16302265 12381491 499339 6449880 5287543 331293 331790 1099296 888387 429788 985075 231000 0 118218 104011 224035 208900 536674 807826 32210510 20376837 12792959 11833673 13665106 14600904 222014 0 36100263 35048109 2456186 1541518 3410351 3528981 2163346 5472136 8029883 10542635 X 24835328 21244494 1434046 1466568 1801006 1794412 28070380 24505474 36100263 35048109 -3163234 -401672 0 X 0 1 X 1 1 1 X 0 0 0 0 0 0 0 0 0 0 0 0 1 90809 90809 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. 1995974 0 70245 35500 2030719 1914506 15984 97734 32250 1995974 339712 1518838 55956 1914506 81000 258712 339712 81000 81000 0.00000 0.88360 0.11640 0 0 20700 3548364 3569064 6183436 4666601 1516835 15071430 10346366 4725064 6643678 4909513 1734165 742902 454357 288545 11833673 ASSET RETIREMENT OBLIGATION 261757 STUDENT LIVING EXPENSE PAYABLE 2182767 LINE OF CREDIT 3027612 5472136 X 23948652 -401672 111970 -289702 24238354 101438 1680069 1781507 26019861 27715190 111970 111970 27603220 101438 1478437 1579875 29183095 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, 2018 AND 2017. 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 111,970. PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS 551,296. NON-OPERATING ACTIVITIES 1,036,632. HEALTH CENTER WRITE OFFS 92,141. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 111,970. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS 551,296. NON-OPERATING ALLOWANCE FOR CLINIC ADVANCES RECEIVABLE 835,000. HEALTH CENTER WRITE OFFS 92,141. 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 STATE OF CALIFORNIA AND FROM THE UNITED STATES GOVERNMENT IN CONNECTION WITH STUDENT AID PROGRAMS SUCH AS FEDERAL WORK STUDY PROGRAMS AND FEDERAL FAMILY EDUCATION LOAN PROGRAMS. 1 ALUMNI SCHOLARSHIPS 35 23155 0 N/A N/A ALUMNI OR DUAL PROGRAM AOM STUDENT 5% DISCOUNTS 7 1328 0 N/A N/A INTERNATIONAL 29 68685 0 N/A N/A TUITION REMISSIONS AND DISCOUNTS 65 236718 0 N/A N/A ENDOWED 36 20500 0 N/A N/A LEGACY 29 16385 0 N/A N/A MERIT 15 19000 0 N/A N/A NEW PROGRAM SCHOLARSHIPS 12 93632 0 N/A N/A OTHER 62 59809 0 N/A N/A VA BENEFITS 5 12084 0 N/A N/A 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 277723 0 0 0 5476 0 13500 0 23220 0 319919 0 0 0 TOM ARENDT VP - ADMINISTRATION AND FINANCE/CFO 176059 0 0 0 0 0 8914 0 32638 0 217611 0 0 0 DEBRA BENAVENTE VP - ENROLLMENT MANAGEMENT AND STUDE 70488 0 0 0 132862 0 3507 0 2400 0 209257 0 0 0 MELISSA NAGARE KIMURA VP - SCU HEALTH SYSTEM & CHIEF CLINI 147645 0 0 0 0 0 7376 0 20533 0 175554 0 0 0 SHERYL BERMAN VP ACADEMIC AFFAIRS 199488 0 0 0 0 0 0 0 17257 0 216745 0 0 0 TIM FARRIS CHIEF INFORMATION OFFICER 175998 0 0 0 0 0 0 0 0 0 175998 0 0 0 MOHAMMAD MIRBOLOOKI PROFESSOR/UNDERGRAD CHAIR 174478 0 0 0 0 0 8597 0 6068 0 189143 0 0 0 JOSEPH HORRIGAN EXECUTIVE DIRECTOR HUMAN PERF 134673 0 0 0 0 0 6700 0 22610 0 163983 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 0 1 1 1 MELISSA KIMURA EMPLOYMENT OF SPOUSE - KRIS KIMURA 76581 KRIS KIMURA IS EMPLOYED BY THE ORGANIZATION AS THE DIRECTOR OF HUMAN PERFORMANCE. 0 INTEGRATIVE PRACTITIONERS CORPORATION IPC IS 49% OWNED BY PRESIDENT JOHN SCARINGE 11882 FACILITY MANAGEMENT SERVICES 0 X 2 203359 FMV 0 0 0 0 PART I, COLUMN (B): THE ORGANIZATION REPORTS THE NUMBER OF CONTRIBUTORS ON SCHEDULE M, PART I, COLUMN B. 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 FORM 990 IS FIRST REVIEWED BY THE ASSISTANT VP OF ACCOUNTING AND THE VP OF ADMINISTRATION AND FINANCE. IT IS THEN PRESENTED TO THE FINANCE AND INVESTMENT COMMITTEE OF THE BOARD OF REGENTS FOR REVIEW AND APPROVAL, AND FINALLY TO THE FULL BOARD, PRIOR TO THE ISSUANCE OF THE FINAL FORM 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 INSTITUTION AND THE PRESIDENT. THE GROUP THAT ASSESSES COMPENSATION AND NEGOTIATES THE AGREEMENT ON BEHALF OF THE INSTITUTION IS THE TRUSTEESHIP COMMITTEE OF THE BOARD OF REGENTS. IN THAT REVIEW, THE TRUSTEESHIP COMMITTEE USED COMPENSATION DATA FROM THE ASSOCIATION OF CHIROPRACTIC COLLEGES, AS WELL AS DATA FROM THE PRESIDENTIAL COMPENSATION SURVEY PUBLISHED BY THE CHRONICLE OF HIGHER EDUCATION. THIS PROCESS WAS LAST PERFORMED IN 2017. 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 2017. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION PROVIDES THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS UPON REQUEST.