2025-03-18T12:30:23+00:00 2024-06-30 440160260 Forvis Mazars LLP 111 E Wayne Street Suite 600 Fort Wayne IN 46802 990 2023-07-01 430356250 A T STILL UNIVERSITY OF HEALTH SCIENCES ATST 6606262076 800 W JEFFERSON KIRKSVILLE MO 63501 CRAIG M PHELPS PRESIDENT 2025-03-18 true true Lauren Denton P01571860 2604604000 2025-03-18 2023 2025-03-06 01:10:19Z CRAIG M PHELPS 800 W JEFFERSON KIRKSVILLE MO 63501 316457834 false X WWW.ATSU.EDU X 1926 MO EDUCATE STUDENTS TO BE HIGHLY COMPETENT HEALTHCARE PROFESSIONALS WITH OSTEOPATHIC PRINCIPLES AND PHILOSOPHY. 17 16 2042 3566 0 0 10159359 9186356 186038263 192456824 7194510 15954721 2890952 3032090 206283084 220629991 3939483 2438364 0 0 111204547 116354440 79387 68110 2652043 61441602 66286201 176665019 185147115 29618065 35482876 496519547 543974835 132801170 123314766 363718377 420660069 A.T. Still University of Health Sciences serves as a learning-centered university dedicated to preparing highly competent professionals through innovative academic programs. The University is committed to continuing its osteopathic heritage and focus on whole-person healthcare, scholarship, community health, interprofessional education, diversity, and underserved populations. false false 144636244 2438364 183040407 SEE SCHEDULE O 14324698 0 9157738 CLINICS - AS PART OF KCOM'S EDUCATION PROGRAM, THE UNIVERSITY OPERATES THE GUTENSOHN CLINIC IN KIRKSVILLE, MO. AS PART OF ASDOH'S EDUCATION PROGRAM, THE UNIVERSITY OPERATES DENTAL CLINICS IN MESA, AZ. AS PART OF ASHS'S EDUCATION PROGRAM, THE UNIVERSITY OPERATES A HEARING AND BALANCE CLINIC AND A CENTER FOR OCCUPATIONAL AND PHYSICAL THERAPY IN MESA, AZ. AS PART OF MOSDOH'S EDUCATION PROGRAM, THE UNIVERSITY PARTNERS WITH AFFINIA HEALTHCARE IN ST. LOUIS, MO., SHARING IN NET EXPENSES. AS PART OF SOMA'S EDUCATION PROGRAM THE UNIVERSITY OPERATES THE A.T. STILL UNIVERSITY OSTEOPATHIC MEDICINE CENTER ARIZONA CLINIC IN MESA, AZ. 871984 0 258679 AUXILIARY - AS A SERVICE TO EMPLOYEES AND STUDENTS, ATSU OPERATES A CAMPUS RECREATIONAL FACILITY AND 44 STUDENT APARTMENTS IN KIRKSVILLE, MO. 159832926 true true false true false false true false true true false false false true false true false true true true false false true false false false true true true true true false false false false false false false true false true false false false true false false false false true 4984 0 true 2042 true false false false false false true true false true false false true false X 17 16 false false true false false false false true true false false true true true true true true true false false CA FL HI IL KY MD MA MI MS NH NY ND OR PA SC WI X DANA T FUNDERBURK 6606262781 800 W JEFFERSON KIRKSVILLE MO 63501 HERB KUHN TRUSTEE/CHAIRPERSON 1.0 0.0 X X 0 0 0 ISAAC R NAVARRO TRUSTEE/VICE CHAIRPERSON 1.0 0.0 X X 0 0 0 MICHELLE MAYO TRUSTEE/SECRETARY 1.0 0.0 X X 0 0 0 ALAN MORGAN TRUSTEE 1.0 0.0 X 0 0 0 BERTHA A THOMAS TRUSTEE 1.0 0.0 X 0 0 0 DANIELLE BARNETT-TRAPP TRUSTEE 1.0 0.0 X 0 0 0 FELIX M VALBUENA JR TRUSTEE 1.0 0.0 X 0 0 0 FLOYD SIMPSON TRUSTEE 1.0 0.0 X 0 0 0 JOHN R THURMAN JR TRUSTEE 1.0 0.0 X 0 0 0 JONATHAN CLEAVER TRUSTEE 1.0 0.0 X 0 0 0 KIMBERLY PERRY TRUSTEE 1.0 0.0 X 0 0 0 LINDA EREMITA TRUSTEE 1.0 0.0 X 0 0 0 LINNETTE SELLS TRUSTEE 1.0 0.0 X 0 0 0 MARCO J CLARK TRUSTEE 1.0 0.0 X 0 0 0 MICHAEL TORGAN TRUSTEE 1.0 0.0 X 0 0 0 REID W BUTLER TRUSTEE 1.0 0.0 X 0 0 0 ROSIE ALLEN-HERRING TRUSTEE 1.0 0.0 X 0 0 0 CRAIG M PHELPS PRESIDENT 40.0 0.0 X 1102376 0 50704 DANA T FUNDERBURK VICE PRESIDENT/CFO 40.0 0.0 X 236701 0 44795 ANN LEE BURCH DEAN 40.0 0.0 X 249581 0 41591 DWIGHT MCLEOD DEAN 40.0 0.0 X 351963 0 49081 ERIC SAUERS DEAN 40.0 0.0 X 285093 0 46180 MARGARET WILSON LEMLEY DEAN 40.0 0.0 X 404779 0 28396 MARISA HASTIE DEAN 40.0 0.0 X 245398 0 39541 NORMAN GEVITZ SENIOR VICE PRESIDENT 40.0 0.0 X 453229 0 28564 ROBERT TROMBLY DEAN 40.0 0.0 X 345045 0 48577 SHARON OBADIA DEAN 40.0 0.0 X 395609 0 43127 DAVID SHOUP PROFESSOR 40.0 0.0 X 275598 0 45750 DEBORAH HEATH ASSOCIATE DEAN 40.0 0.0 X 311542 0 27677 O TED WENDEL SENIOR VICE PRESIDENT 40.0 0.0 X 284385 0 42256 RICHARD LABAERE III ASSOCIATE DEAN 40.0 0.0 X 312167 0 44879 WAYNE COTTAM PROFESSOR 40.0 0.0 X 279144 0 40484 DONALD ALTMAN FORMER DEAN 40.0 0.0 X 382965 0 29964 RANDY DANIELSEN FORMER DEAN 40.0 0.0 X 178312 0 11622 6093887 0 663188 270 true true false FABIANO COMMUNICATIONS INC 7033 E GREENWAY STE 350 SCOTTSDALE AZ 852542046 MARKETING/ADV. 2377788 MERRILL LYNCH 275 E RIVULON BLVD STE 400 GILBERT AZ 85297 INVESTMENT MANAG. 1434450 TRITON MEDICAL SOLUTIONS LLC PO BOX 13606 TEMPE AZ 85284 CLINIC MANAGEMENT 1150845 AFFINIA HEALTHCARE PO BOX 551 ST LOUIS MO 631880551 CLINIC MANAGEMENT 1073318 LUTHERAN FAMILY HEALTH CENTERS 150-55TH ST BROOKLYN NY 11220 CLINICAL ROTATIONS 663698 41 5428886 3757470 123891 9186356 EDUCATIONAL PROGRAMS 611600 183014176 183014176 PATIENT CARE 621400 9157738 9157738 STUDENT LOAN INTEREST 611710 26231 26231 STUDENT HOUSING/RECREATIONAL 611710 258679 258679 0 0 0 0 192456824 14068674 14068674 9 9 22249 22249 1778258 1778258 0 1778258 1778258 97699733 14148 95797516 30327 1902217 -16179 1886038 1886038 MISCELLANEOUS INCOME 900099 1231583 1231583 0 0 0 0 1231583 220629991 192456824 0 18986811 92779 92779 2345585 2345585 4778910 2613741 2165169 0 103659 103659 0 0 89453928 79599173 8568255 1286500 4743914 4099405 528083 116426 10650867 9026706 1421204 202957 6623162 5844340 684231 94591 0 0 0 0 337835 130270 207565 0 117100 0 117100 0 123000 0 123000 0 68110 68110 1531897 0 1531897 0 9588962 8337546 1105646 145770 2844988 2521011 226466 97511 8515484 7528176 828008 159300 7018554 5157984 1792543 68027 0 0 0 0 4612347 4142688 383252 86407 3692585 2957018 601755 133812 0 0 0 0 0 0 0 0 2985641 2558126 373072 54443 0 0 0 0 8064866 7133466 826749 104651 481857 396391 77981 7485 CLINICAL ROTATIONS 10730534 10730534 0 0 SUBSCRIPTIONS 2363535 2323577 23653 16305 MEMBERSHIP & DUES 1412793 1277704 125792 9297 RESEARCH 238809 238809 0 0 1625414 674238 950725 451 185147115 159832926 22662146 2652043 3589 3650 90433501 66853112 1697397 1312258 8445918 8943234 0 0 0 0 0 0 387214 490972 12748144 14490225 213249970 105568821 108778827 107681149 258934547 328911501 3151920 3268738 2461934 2135211 0 9476556 9884785 496519547 543974835 20003614 21290793 363509 350090 26900732 20211251 79122867 76447993 0 0 0 0 3226930 2524360 0 3183518 2490279 132801170 123314766 X 268493852 315789381 95224525 104870688 363718377 420660069 496519547 543974835 X 35482876 20603014 855802 X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true false true 1017 false false true 3437 false true 123000 127454 false Schedule C, Part II-B, Line 1g ONE MEETING PER YEAR WITH EACH ELECTED OFFICIAL REPRESENTING ATSU. OTHER MEETINGS AS NEEDED. Schedule C, Part II-B, Line 1i THE UNIVERSITY PAID $123,000 DURING THE YEAR TO LOBBYIST FIRMS FOR VARIOUS LEGISLATIVE ACTIVITIES RELATING TO THE UNIVERSITY'S TAX-EXEMPT PURPOSE. Schedule C, Part II-B, Line 1d A FEW LETTERS PER YEAR MAY BE SENT TO LEGISLATORS. 0 246700 X X X false 123749100 2678901 13590957 833115 2027181 733211 136425451 115023573 1571750 10729768 1002658 1899366 673967 123749100 130082090 3470868 -15053145 849655 1885485 741100 115023573 108303334 484725 24528458 828018 1735105 671304 130082090 108431567 1458814 1452244 601909 1861864 575518 108303334 0.2738 0.4461 0.2801 true false 3250 14930548 14933798 0 129394796 53778863 75615933 0 4992025 3090709 1901316 0 57028056 44281723 12746333 0 6901295 4417526 2483769 107681149 OPERATING LEASE LIABILITY 1906760 LIFE ESTATE CONTRACTS 583519 2490279 246784177 20603014 6227267 0 855802 27686083 219098094 1531897 0 1531897 220629991 189842485 6227267 0 0 0 6227267 183615218 1531897 0 1531897 185147115 Schedule D, Part X, Line 2 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 III, Line 4 Collections of art - description of collections THE COLLECTIONS OF THE MUSEUM OF OSTEOPATHIC MEDICINE INCLUDE MORE THAN 100,000 OBJECTS, PHOTOGRAPHS, DOCUMENTS, AND BOOKS DATING FROM THE EARLY 1800S TO THE PRESENT (BULK 1870-1940). THE CORE OF THE COLLECTION CONSISTS OF ARTIFACTS FROM A.T. STILL'S PROFESSIONAL AND PRIVATE LIFE, MOST OF THEM DONATED BY DR. STILL'S DAUGHTER, BLANCHE LAUGHLIN, AND MEMBERS OF HER FAMILY. SINCE THE FOUNDING OF THE MUSEUM, OTHER FAMILY MEMBERS, DOCTORS OF OSTEOPATHIC MEDICINE, AND MUSEUM SUPPORTERS HAVE DONATED MANY ADDITIONAL ARTIFACTS THAT REFLECT THE ONGOING HISTORY OF THE OSTEOPATHIC PROFESSION. THE RESEARCH COLLECTIONS OF THE INTERNATIONAL CENTER FOR OSTEOPATHIC HISTORY ALSO INCLUDE MANY FORMER HOLDINGS OF THE ATSU-KCOM LIBRARY'S SPECIAL COLLECTIONS, FOR WHICH THE MUSEUM ASSUMED RESPONSIBILITY IN 1997. AS A PUBLIC TRUST THE MATERIAL IS AVAILABLE FREE OF CHARGE FOR VIEWING AND RESEARCH BY THE LOCAL, NATIONAL AND INTERNATIONAL POPULATION. ITS PROGRAMS AND TOURS USED BY THE LOCAL SCHOOLS AND THE PUBLIC ARE PROVIDED FREE AS AN EDUCATIONAL SERVICE. THE MUSEUM WAS ACCREDITED BY THE AMERICAN ALLIANCE OF MUSEUMS IN 2022. Schedule D, Part V, Line 4 Intended uses of endowment funds THE UNIVERSITY'S ENDOWMENTS ARE INTENDED TO PROVIDE SUSTAINABLE AND RELIABLE FUNDING FOR STUDENT SCHOLARSHIPS AND SUPPORT OF THE UNIVERSITY'S OPERATING BUDGET. QUASI-ENDOWMENTS HAVE BEEN ESTABLISHED BY BOTH THE UNIVERSITY'S BOARD OF TRUSTEES AND ADMINISTRATION. EARNINGS FROM THE QUASI-ENDOWMENTS ARE USED FOR SUPPORT OF THE OPERATING BUDGET AND RESEARCH ENDEAVORS. THE CORPUS OF THE BOARD QUASI-ENDOWMENTS MAY BE EXPENDED AS APPROVED BY THE BOARD OF TRUSTEES. Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 Unrealized Gain in Perpetual Trust - 946132 Loss on Annuity and Trust Obligations - -90330 true true true true true true true false false false false false false false false true false true Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICY ATSU MAINTAINS NONDISCRIMINATORY POLICIES FOR ALL STUDENTS REGARDLESS OF RACE COLOR, GENDER, SEXUAL ORIENTATION, RELIGION, NATIONAL OR ETHNIC ORIGIN, DISABILITY, STATUS AS A VETERAN, MARITAL STATUS, OR AGE. ATSU PUBLICIZES ITS RACIAL NONDISCRIMINATION POLICY BY POSTING AN APPROPRIATE NOTICE ON ITS WEBSITE HOME PAGE, IN ATSU'S CATALOG AND IN ATSU'S HANDBOOK. Schedule E, Part I, Line 6(a) FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENT ATSU RECEIVES FINANCIAL SUPPORT FROM THE FEDERAL GOVERNMENT IN A VARIETY OF WAYS, INCLUDING FINANCIAL AID TO STUDENTS IN REVOLVING LOAN FUNDS, SUCH AS PERKINS AND HPSL, AND GRANT SUPPORT FOR TEACHING AND RESEARCH PROJECTS. INFORMATION WITH REGARD TO THESE PROGRAMS IS REPORTED TO THE FUNDING AGENCY AS REQUESTED AND IS COVERED UNDER THE SCOPE OF THE SINGLE AUDIT. Central America and the Caribbean 0 0 Investments 3268738 East Asia and the Pacific 0 0 Program Services,Conference Travel EDUCATION 33452 Europe (Including Iceland and Greenland) 0 2 Program Services,Conference Travel EDUCATION 424606 North America (Canada & Mexico only) 0 0 Program Services,Conference Travel EDUCATION 100567 South America 0 0 Conference Travel 2733 South Asia 0 0 Conference Travel 1908 Central America and the Caribbean 0 0 Conference Travel 3116 0 2 0 0 0 2 3835120 0 3835120 false false true false false false Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements CENTRAL AMERICA AND THE CARIBBEAN-Accrual; EAST ASIA AND THE PACIFIC-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual; SOUTH AMERICA-Accrual; SOUTH ASIA-Accrual X X X X X X true RUFFALO NOEL LEVITZ TELE FUNDRAISING false 63066 68110 -5044 63066 68110 -5044 CA CO CT DC FL HI IL KY LA AK MD MI MS MO NV NH NY NC ND OH OK OR PA AZ SC TN UT VA WA WV WI true Arizona Association of Community Health Centers Inc 700 East Jefferson Street Suite 100 Phoenix AZ 85034 860494702 501 (C) (3) 10000 Sponsorship Christian Community Health Fellowship Inc 2595 Central Ave Memphis TN 38104 640683708 501 (C) (3) 10000 Sponsorship American Osteopathic Foundation Inc 142 East Ontario Street Suite 1450 Chicago IL 60611 366056120 501 (C) (3) 7800 Sponsorship American Association of Nurses Practitioners Inc PO Box 485 LaGrange IL 605250485 222547543 501 (C) (6) 5500 Sponsorship Wm L Wetzel Memorial Osteopathic Educational & Research Foundation 1423 Randy Lane Jefferson City MO 65101 431095141 501 (C) (3) 5500 Sponsorship 4 1 SCHOLARSHIPS 418 2005023 ASSISTANCE TO INDIVIDUALS 267 340562 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. ORGANIZATIONS THAT RECEIVE GRANTS ARE PARTNER ORGANIZATIONS. BECAUSE OF THIS CLOSE RELATIONSHIP, THE UNIVERSITY IS ABLE TO MONITOR THE USE OF THE FUNDS. THE UNIVERSITY APPLIES SCHOLARSHIPS DIRECTLY TO STUDENTS' TUITION ACCOUNTS. X X X true true X X X X X X false true false false false false false false false CRAIG M PHELPS PRESIDENT 858185 0 145263 0 98928 0 17940 0 32764 0 1153080 0 131818 0 DANA T FUNDERBURK VICE PRESIDENT/CFO 234860 0 280 0 1561 0 13654 0 31141 0 281496 0 0 0 RANDY DANIELSEN FORMER DEAN 159702 0 15180 0 3430 0 10207 0 1415 0 189934 0 0 0 NORMAN GEVITZ SENIOR VICE PRESIDENT 450269 0 30 0 2930 0 17940 0 10624 0 481793 0 0 0 ANN LEE BURCH DEAN 247127 0 280 0 2174 0 14159 0 27432 0 291172 0 0 0 MARISA HASTIE DEAN 243834 0 280 0 1284 0 13904 0 25637 0 284939 0 0 0 MARGARET WILSON LEMLEY DEAN 402482 0 30 0 2267 0 17940 0 10456 0 433175 0 0 0 DWIGHT MCLEOD DEAN 350122 0 280 0 1561 0 17940 0 31141 0 401044 0 0 0 SHARON OBADIA DEAN 357053 0 38363 0 193 0 17940 0 25187 0 438736 0 0 0 ERIC SAUERS DEAN 284870 0 30 0 193 0 16194 0 29986 0 331273 0 0 0 ROBERT TROMBLY DEAN 343698 0 280 0 1067 0 17940 0 30637 0 393622 0 0 0 DONALD ALTMAN FORMER DEAN 293518 0 87180 0 2267 0 17940 0 12024 0 412929 0 0 0 O TED WENDEL SENIOR VICE PRESIDENT 280425 0 1030 0 2930 0 15869 0 26387 0 326641 0 0 0 DEBORAH HEATH ASSOCIATE DEAN 294945 0 15030 0 1567 0 17053 0 10624 0 339219 0 0 0 RICHARD LABAERE III ASSOCIATE DEAN 309633 0 280 0 2254 0 17292 0 27587 0 357046 0 0 0 DAVID SHOUP PROFESSOR 269857 0 5380 0 361 0 15609 0 30141 0 321348 0 0 0 WAYNE COTTAM PROFESSOR 255811 0 280 0 23053 0 14600 0 25884 0 319628 0 0 0 Schedule J, Part I, Line 1a Items added to President's W-2 THE UNIVERSITY PROVIDES A HOUSING ALLOWANCE FOR THE UNIVERSITY PRESIDENT FOR A HOUSE IN ARIZONA AND ALSO MAINTAINS A HOUSE FOR THE PRESIDENT IN KIRKSVILLE. THE HOUSING BENEFIT FOR BOTH HOUSES IS TREATED AS TAXABLE COMPENSATION AND INCLUDED ON THE PRESIDENT'S W-2. THE UNIVERSITY PROVIDED TRAVEL EXPENSES FOR THE PRESIDENT'S SPOUSE TO ATTEND EVENTS THROUGHOUT THE YEAR. THESE ITEMS WERE TREATED AS TAXABLE INCOME IN HIS W-2. THE UNIVERSITY PAID FOR AQUATIC CENTER AND HEALTH CENTER DUES FOR SEVERAL EMPLOYEES, WHICH WERE REPORTED AS TAXABLE INCOME ON THEIR W-2S. THIS BENEFIT IS AVAILABLE TO ALL EMPLOYEES. Schedule J, Part I, Line 4b Supplemental Nonqualified Retirement Plan DURING THE TERM OF THE PRESIDENT'S EMPLOYMENT WITH THE INSTITUTION AS PROVIDED IN THE PRESIDENT'S EMPLOYMENT AGREEMENT WITH ATSU DATED JULY, 2020. ON OR AROUND AUGUST 1 INSTITUTION WILL REMIT TO CREDIT TO THE DEFERRED COMPENSATION ACCOUNT AN AMOUNT EQUAL TO UP TO 20% OF THE PRESIDENT'S BASE SALARY PER YEAR FOR EACH FULL YEAR OF THE PRESIDENT'S EMPLOYMENT IN AN AMOUNT EQUAL TO THE AMOUNT OF THE PRESIDENT'S BONUS, IF ANY, AS DETERMINED BY THE INSTITUTION'S BOARD OF TRUSTEES. THE PRESIDENT SHALL VEST IN THE DEFERRED COMPENSATION ACCOUNT ON JUNE 30, 2024, PROVIDED HE REMAINS IN CONTINUOUS EMPLOYMENT THROUGH SUCH DATE, OR UPON HIS EARLIER TERMINATION OF EMPLOYMENT DUE TO HIS DEATH OR DISABILITY OR UPON TERMINATION OF THE PRESIDENT'S EMPLOYMENT BY ATSU WITHOUT CAUSE, AS DEFINED IN THE EMPLOYMENT AGREEMENT. 2023 ACTIVITY CRAIG M. PHELPS - ACCRUAL $ 144,983, DISTRIBUTION $ 131,818, TOTAL $ 276,801 A HEALTH AND EDUCATIONAL FACILITIES AUTHORITY OF THE STATE OF MISSOURI 431178966 60636AMV2 2016-12-06 27564854 See Part VI false false false B HEALTH AND EDUCATIONAL FACILITIES AUTHORITY OF THE STATE OF MISSOURI 431178966 60636AUC5 2019-11-07 8728181 See Part VI false false false A 27577788 426075 27151713 2020 false false true true B 2940000 8728181 58252 8669929 2001 true false true true A false false false false 0.0 0.0 0.0 false false true B 0.0 true A false true false false false true true B false true false false false false true A true B true Schedule K, Part II COLUMN A, LINE 3 AMOUNT IS NOT EQUAL TO ISSUE PRICE DUE TO INVESTMENT EARNINGS EARNED DURING THE PROJECT PERIOD. Schedule K, Part II COLUMN B, LINE 11 THIS AMOUNT WAS USED TO REFUND THE SERIES 2000 BONDS. Schedule K, Part III COLUMN B PART III IS NOT REQUIRED TO BE COMPLETED FOR PROJECTS ORIGINALLY FINANCED PRIOR TO 01/01/2003. Schedule K, Part IV COLUMN A, LINE 2C ARBITRAGE REBATE ANALYSIS COMPLETED AS OF 10/1/2021. Schedule K, Part IV COLUMN A, LINE 6 AMOUNTS DEPOSITED IN THE PROJECT FUND WERE INVESTED AFTER THE 3-YEAR TEMPORARY PERIOD. HOWEVER, ALL AMOUNTS WERE INVESTED BELOW THE BOND YIELD AND HAVE SUBSEQUENTLY BEEN SPENT. Schedule K, Part I COLUMN F, LINE A - DESCRIPTION OF PURPOSE ACQUIRE, IMPROVE, RENOVATE, EQUIP AND FURNISH UNIVERSITY FACILITIES. Schedule K, Part I COLUMN F, LINE B - DESCRIPTION OF PURPOSE REFUND SERIES 2000 BONDS (ORIGINALLY ISSUED ON 8/4/2000 AND REISSUED ON 1/27/2010). Schedule K, Part IV Column B, LINE 2C Arbitrage Rebate Analysis completed as of 10/1/2024. LLOYD CLEAVER FATHER OF JONATHAN CLEAVER 68679 EMPLOYEE OF ATSU false DAVID CLEAVER BROTHER OF JONATHAN CLEAVER 34980 EMPLOYEE OF ATSU false X 2 5073 Selling cost X MEDICAL EQUIPMENT 2 118818 Cost false true false Schedule M, Part I Explanations of reporting method for number of contributions Securities - Publicly traded - Number of contributions Other - MEDICAL EQUIPMENT Number of contributions Form 990, Part III, Line 4a ABOUT ATSU ABOUT A.T. STILL UNIVERSITY ESTABLISHED IN 1892 BY ANDREW TAYLOR STILL, DO, THE FOUNDER OF OSTEOPATHIC MEDICINE, A.T. STILL UNIVERSITY (ATSU) BEGAN AS THE NATION'S FIRST COLLEGE OF OSTEOPATHIC MEDICINE AND HAS GROWN INTO A COMPREHENSIVE HEALTH SCIENCES UNIVERSITY WITH SEVEN SCHOOLS OFFERING MORE THAN 40 HEALTH PROFESSIONS PROGRAMS ON CAMPUSES IN KIRKSVILLE, MISSOURI; MESA, ARIZONA; SANTA MARIA, CALIFORNIA; AND ONLINE. THE UNIVERSITY'S MISSOURI CAMPUS COLLEGES/SCHOOLS INCLUDE KIRKSVILLE COLLEGE OF OSTEOPATHIC MEDICINE (ATSU-KCOM), COLLEGE OF GRADUATE HEALTH STUDIES (ATSU-CGHS), AND MISSOURI SCHOOL OF DENTISTRY AL HEALTH (ATSU-MOSDOH). THE UNIVERSITY'S ARIZONA CAMPUS SCHOOLS INCLUDE ARIZONA SCHOOL OF HEALTH SCIENCES (ATSU-ASHS), ARIZONA SCHOOL OF DENTISTRY AL HEALTH (ATSU-ASDOH), AND SCHOOL OF OSTEOPATHIC MEDICINE IN ARIZONA (ATSU-SOMA). THE UNIVERSITY'S CALIFORNIA CAMPUS INCLUDES THE COLLEGE FOR HEALTHY COMMUNITIES (ATSU-CHC). STUDENT LEARNING IS AT THE HEART OF ATSU, AND STUDENTS AND FACULTY ARE PART OF A DISTINGUISHED HERITAGE EMPHASIZING WHOLE PERSON HEALTHCARE. THIS APPROACH BEGINS WITH A BELIEF IN THE INTERACTIONS OF THE BODY, MIND, AND SPIRIT AND CONTINUES WITH AN UNDERSTANDING OF HOW THESE DIMENSIONS MAY BE TREATED AS ONE. EACH PROGRAM INTEGRATES WHOLE PERSON HEALTHCARE INTO ITS CURRICULUM AND EMPHASIZES DEVELOPMENT OF COMPETENCIES IN INTERPROFESSIONAL COLLABORATION, CULTURAL PROFICIENCY, CRITICAL THINKING, SOCIAL RESPONSIBILITY, AND INTERPERSONAL SKILLS. INSPIRED TO INFLUENCE WHOLE PERSON HEALTHCARE, ATSU GRADUATES IMPROVE INDIVIDUAL AND COMMUNITY HEALTH WHILE LEADING WITH A SELFLESS PASSION. BEGINNING WITH THE MISSION STATEMENT, THE UNIVERSITY PRACTICES TWO-WAY INVOLVEMENT WITHIN ITS COMMUNITIES AT ALL LEVELS OF ATSU, THUS PROVIDING NOT ONLY SERVICE, BUT ALSO TRUE ENGAGEMENT. THIS IS EVIDENCED BY LISTENING AND RESPONDING TO COMMUNITY AND PROFESSION NEEDS THROUGH DEVELOPMENT OF PROGRAMS, INVOLVEMENT IN OFF-SITE CLINICS, EMERGENCY RESPONSE TEAMS, ACTIVE MEMBERSHIP AND COLLABORATION WITH VARIOUS COMMUNITY ORGANIZATIONS, AND COMMUNICATING WITH UNIVERSITY CONSTITUENTS TO ADVANCE ATSU'S MISSION WHILE RESPONDING TO THE GREATER COMMUNITY NEEDS. ATSU PROGRAMS (FALL 2023) ATSU-ASDOH RESIDENTIAL PROGRAMS DOCTOR OF DENTAL MEDICINE (DMD) MASTER OF SCIENCE - ORTHODONTICS (MS RESIDENCY) CERTIFICATE (RESIDENCY) ATSU-ASHS RESIDENTIAL PROGRAMS DOCTOR OF AUDIOLOGY (AUD) DOCTOR OF OCCUPATIONAL THERAPY - ENTRY LEVEL (OTD) DOCTOR OF PHYSICAL THERAPY (DPT) MASTER OF SCIENCE - OCCUPATIONAL THERAPY (MS) MASTER OF SCIENCE - PHYSICIAN ASSISTANT STUDIES (MS) MASTER OF SCIENCE - SPEECH-LANGUAGE PATHOLOGY (MS) ONLINE PROGRAMS DOCTOR OF ATHLETIC TRAINING (DAT) DOCTOR OF AUDIOLOGY (AUD POST-PROFESSIONAL) DOCTOR OF MEDICAL SCIENCE (DMSC) (PHYSICIAN ASSISTANT STUDIES) DOCTOR OF PHYSICAL THERAPY (DPT POST-PROFESSIONAL) MASTER OF SCIENCE - ATHLETIC TRAINING (MS POST-PROFESSIONAL) MASTER OF SCIENCE - BIOMEDICAL SCIENCES (MS) CERTIFICATE - CLINICAL DECISION MAKING IN ATHLETIC TRAINING (POST-GRADUATE) CERTIFICATE - LEADERSHIP AND EDUCATION IN ATHLETIC TRAINING (POST-GRADUATE) CERTIFICATE - ORTHOPAEDICS IN ATHLETIC TRAINING (POST- GRADUATE) CERTIFICATE - REHABILITATION IN ATHLETIC TRAINING (POST- GRADUATE) CERTIFICATE - SPORT NEUROLOGY AND CONCUSSION IN ATHLETIC TRAINING (POST- GRADUATE) CERTIFICATE - EDUCATION (PA POST-PROFESSIONAL) CERTIFICATE - LEADERSHIP (PA POST-PROFESSIONAL) NEUROLOGIC (PT RESIDENCY CERTIFICATE NON-DEGREE) ORTHOPEDIC (PT RESIDENCY CERTIFICATE NON-DEGREE) ATSU-CHC RESIDENTIAL PROGRAM MASTER OF SCIENCE - PHYSICIAN ASSISTANT STUDIES (MS) ATSU-CGHS ONLINE PROGRAMS DOCTOR OF EDUCATION IN HEALTH PROFESSIONS (EDD) DOCTOR OF HEALTH ADMINISTRATION (DHA) DOCTOR OF HEALTH SCIENCES (DHSC) DOCTOR OF NURSING PRACTICE (DNP) MASTER OF EDUCATION IN HEALTH PROFESSIONS (MED) MASTER OF HEALTH ADMINISTRATION (MHA) MASTER OF HEALTH SCIENCES (MHSC) MASTER OF PUBLIC HEALTH (MPH) MASTER OF PUBLIC HEALTH - DENTAL EMPHASIS (MPH) MASTER OF PUBLIC HEALTH - DENTAL PUBLIC HEALTH RESIDENCY MASTER OF SCIENCE - KINESIOLOGY (MS) CERTIFICATE - ADAPTIVE SPORTS (KINESIOLOGY) CERTIFICATE - CORRECTIVE EXERCISE THOPEDIC REHABILITATION (KINESIOLOGY) CERTIFICATE - EDUCATION IN HEALTH PROFESSIONS CERTIFICATE - EXERCISE AND SPORT PSYCHOLOGY KINESIOLOGY) CERTIFICATE - FUNDAMENTALS OF EDUCATION (DHSC) CERTIFICATE - GERIATRIC EXERCISE SCIENCES (KINESIOLOGY) CERTIFICATE - SPORTS CONDITIONING (KINESIOLOGY) CERTIFICATE - GLOBAL HEALTH (DHSC) CERTIFICATE - LEADERSHIP AND ORGANIZATIONAL BEHAVIOR (DHSC) CERTIFICATE - PUBLIC HEALTH, EMERGENCY PREPAREDNESS, & DISASTER RESPONSE (MPH) CERTIFICATE - PUBLIC HEALTH WORKFORCE PREPAREDNESS (MPH) CERTIFICATE - SPORTS CONDITIONING (KINESIOLOGY) ATSU-KCOM RESIDENTIAL PROGRAMS DOCTOR OF OSTEOPATHIC MEDICINE (DO) MASTER OF BIOMEDICAL SCIENCES (MS) ATSU-SOMA RESIDENTIAL PROGRAM DOCTOR OF OSTEOPATHIC MEDICINE (DO) ATSU-MOSDOH RESIDENTIAL PROGRAM DOCTOR OF DENTAL MEDICINE (DMD) Form 990, Part III, Line 4a ATSU QUICK FACTS ATSU QUICK FACTS CAMPUS LOCATIONS KIRKSVILLE, MISSOURI MESA, ARIZONA SANTA MARIA, CALIFORNIA KIRKSVILLE POPULATION ESTIMATE: 17,483 (2023) MESA POPULATION ESTIMATE: 511,648 (2023) SANTA MARIA POPULATION ESTIMATE: 109,987 (2023) ENROLLMENT (FALL 2023) TOTAL - 3,956 ARIZONA SCHOOL OF DENTISTRY AL HEALTH (ATSU-ASDOH) - 328 ARIZONA SCHOOL OF HEALTH SCIENCES (ATSU-ASHS) - 1,063 COLLEGE OF GRADUATE HEALTH STUDIES (ATSU-CGHS) - 898 COLLEGE FOR HEALTHY COMMUNITIES (ATSU-CHC) - 177 KIRKSVILLE COLLEGE OF OSTEOPATHIC MEDICINE (ATSU-KCOM) - 691 MISSOURI SCHOOL OF DENTISTRY AL HEALTH (ATSU-MOSDOH) - 258 SCHOOL OF OSTEOPATHIC MEDICINE IN ARIZONA (ATSU-SOMA) - 541 DEGREES GRANTED (2023-24) DOCTORAL - 820 MASTER - 397 CERTIFICATE - 203 LIVING ALUMNI (2023-24) TOTAL - 25,064 ATSU-KCOM - 7,649 ATSU-ASHS - 11,415 ATSU-CGHS- 4,376 ATSU-ASDOH - 1,185 ATSU-SOMA - 1,345 ATSU-MOSDOH - 313 ATSU-POST-GRADUATE SCHOOL OF OSTEOPATHIC CLINICAL RESEARCH - 8 *PLEASE NOTE SOME ATSU ALUMNI HAVE MORE THAN ONE ATSU DEGREE, THEREFORE, THE SCHOOL COUNTS MAY NOT SUM TO THE TOTAL. EMPLOYEES (SEPTEMBER 2023) FULL-TIME EMPLOYEES - 869 PART-TIME EMPLOYEES - 860 Form 990, Part III, Line 4a POINTS OF PRIDE & ACCOMPLISHMENTS 2023-24 ATSU & COLLEGES/SCHOOLS POINT OF PRIDE & ACCOMPLISHMENTS A.T. STILL UNIVERSITY (ATSU) - ATSU'S DREAMLINE PATHWAYS PROGRAM EARNED INSIGHT INTO DIVERSITY MAGAZINE'S 2023 INSPIRING PROGRAMS IN STEM AWARD FOR THE THIRD CONSECUTIVE YEAR. - RECEIVED INSIGHT INTO DIVERSITY HEALTH PROFESSIONS HIGHER EDUCATION EXCELLENCE IN DIVERSITY (HEED) AWARD FOR THE SEVENTH CONSECUTIVE YEAR (2017-2023). - A.T. STILL MEMORIAL LIBRARY RECEIVED THE INAUGURAL INSIGHT INTO DIVERSITY LEAD AWARD FOR ADVANCING DIVERSITY, EQUITY, AND INCLUSION. - RANKED #25 BY DIVERSE: ISSUES IN HIGHER EDUCATION FOR PRODUCING DOCTORAL HEALTH SCIENCE DEGREES FOR AFRICAN-AMERICAN STUDENTS. - RECOGNIZED BY SOCIAL MISSION ALLIANCE FOR COMMITMENT TO HEALTH EQUITY AND UNDERSERVED POPULATIONS. - FACULTY AND STAFF PUBLISHED 218 PEER-REVIEWED ARTICLES AND SECURED $4.8 MILLION IN EXTERNAL GRANT AWARDS. - HOSTED THE 15TH ANNUAL INTERDISCIPLINARY BIOMEDICAL RESEARCH SYMPOSIUM, ATTRACTING 173 ATTENDEES AND FEATURING 84 RESEARCH POSTERS. - DEVELOPED THE GROW OUR OWN PROGRAM TO SUPPORT ASPIRING FACULTY AMONG STUDENTS AND GRADUATES. - INTRODUCED INNOVATIVE EDUCATIONAL TOOLS, INCLUDING AI-ENHANCED LEARNING AND A PATENTED 3D MEDICAL TRAINING MODEL. ARIZONA SCHOOL OF DENTISTRY AL HEALTH (ATSU-ASDOH) - PROVIDED FREE DENTAL CARE TO OVER 200 UNINSURED CHILDREN DURING THE ANNUAL "GIVE KIDS A SMILE" EVENT. - ADVANCED DIGITAL DENTISTRY CAPABILITIES, IMPROVING CURRICULUM AND PATIENT CARE OUTCOMES. - ACHIEVED 100% FIRST-TIME PASS RATE FOR CLASSES OF 2024 AND 2025 ON INTEGRATED NATIONAL BOARD DENTAL EXAMINATION. - INTEGRATED AI-ASSISTED TOOLS AND VIRTUAL REALITY TO ENHANCE DENTAL EDUCATION. - SECURED COMMUNITY SERVICE PARTNERSHIPS TO ENSURE ALL REQUIRED FOURTH-YEAR ROTATIONS ARE COMPLETED AT EXTERNAL SITES. ARIZONA SCHOOL OF HEALTH SCIENCES (ATSU-ASHS) - LAUNCHED MASTER OF SCIENCE IN BIOMEDICAL SCIENCES PROGRAM IN JULY 2023, ENROLLING 38 STUDENTS AND GRADUATING 35 IN JUNE 2024. - AWARDED 10-YEAR ACCREDITATION FOR THE DOCTOR OF PHYSICAL THERAPY PROGRAM, THE MAXIMUM TERM POSSIBLE. - PHYSICIAN ASSISTANT STUDENTS SURPASSED NATIONAL AVERAGES ON BOARD EXAMS WITH A 98% SUCCESS RATE. - HOSTED ANNUAL MASS CASUALTY SIMULATION, INVOLVING OVER 100 STANDARDIZED PATIENT ACTORS AND FIRST RESPONDERS. - ORGANIZED IMPACTFUL COMMUNITY EVENTS, INCLUDING GERI-LYMPICS, E.A.R. DAY FOR DEAF AND HARD-OF-HEARING CHILDREN, AND A HOLIDAY TOY GIVEAWAY FOR CHILDREN WITH DISABILITIES. COLLEGE FOR HEALTHY COMMUNITIES (ATSU-CHC) - CELEBRATED INAUGURAL CENTRAL COAST PHYSICIAN ASSISTANT PROGRAM COMMENCEMENT, GRADUATING 88 STUDENTS. - CREATED THE FIRST ENDOWED SCHOLARSHIP FOR ATSU-CHC, FUNDED BY A $45,000 GIFT FROM COASTHILLS CREDIT UNION. - REPORTED OVER 60% OF CENTRAL COAST PHYSICIAN ASSISTANT STUDENTS FROM HISTORICALLY UNDERREPRESENTED GROUPS. - ESTABLISHED THE CHC DEAN'S COUNCIL TO ENHANCE COMMUNITY ENGAGEMENT AND PHILANTHROPIC SUPPORT. - PARTNERED WITH LOCAL ORGANIZATIONS TO HOST HEALTH FAIRS, BLOOD DRIVES, AND DREAMLINE PATHWAYS EVENTS, IMPACTING HUNDREDS OF STUDENTS AND COMMUNITY MEMBERS. COLLEGE OF GRADUATE HEALTH STUDIES (ATSU-CGHS) - CELEBRATED 25TH ANNIVERSARY AND REACCREDITATION OF MASTER OF PUBLIC HEALTH-DENTAL PROGRAM. - RECEIVED ACCREDITATION FOR DOCTOR OF NURSING PRACTICE PROGRAM BY THE COMMISSION ON COLLEGIATE NURSING EDUCATION. - ESTABLISHED DR. MICHAEL AND SANDRA SAMUELS SCHOLARSHIP ENDOWMENT TO SUPPORT STUDENTS SERVING UNDERSERVED COMMUNITIES. - LAUNCHED INNOVATION ADVISORY COMMITTEE TO INTEGRATE ARTIFICIAL INTELLIGENCE TECHNOLOGY INTO LEARNING ENVIRONMENTS. - UPDATED ALL COURSES TO ALIGN WITH REVISED ADA ACCESSIBILITY GUIDELINES. KIRKSVILLE COLLEGE OF OSTEOPATHIC MEDICINE (ATSU-KCOM) - RANKED #7 BY U.S. NEWS & WORLD REPORT FOR GRADUATES PRACTICING IN PRIMARY CARE AND #4 FOR GRADUATES PRACTICING IN RURAL AREAS. - ACHIEVED 99.2% GRADUATE MEDICAL EDUCATION MATCH RATE OVER FOUR YEARS. - REPORTED FIRST-TIME PASS RATES ABOVE NATIONAL AVERAGES FOR NATIONAL BOARD EXAMS. - HOSTED 15TH ANNUAL INTERDISCIPLINARY BIOMEDICAL RESEARCH SYMPOSIUM, FEATURING MORE THAN 80 RESEARCH POSTERS. - A STUDENT TEAM WON FIRST PLACE IN A REGIONAL SIMULATION COMPETITION AGAINST PEER MEDICAL SCHOOLS. MISSOURI SCHOOL OF DENTISTRY AL HEALTH (ATSU-MOSDOH) - CELEBRATED 10TH ANNIVERSARY WITH EVENTS HIGHLIGHTING WORK IN UNDERSERVED COMMUNITIES AND WITH VETERANS. - ACHIEVED 100% PASS RATE FOR CLASS OF 2024 ON INTEGRATED NATIONAL BOARD DENTAL EXAMINATION. - INCREASED APPLICATIONS FROM HISTORICALLY UNDERREPRESENTED GROUPS BY 12.5% YEAR-OVER-YEAR. - INTRODUCED RESEARCH ELECTIVE FOR SECOND-YEAR DENTAL STUDENTS, CULMINATING IN FACULTY-SUPPORTED PRESENTATIONS DURING RESEARCH DAY. - ADVANCED ARTIFICIAL INTELLIGENCE AND VIRTUAL SIMULATION TOOLS FOR CASE-BASED LEARNING. SCHOOL OF OSTEOPATHIC MEDICINE IN ARIZONA (ATSU-SOMA) - ACHIEVED 98.7% RESIDENCY MATCH RATE FOR CLASS OF 2024. - HOSTED 10TH ANNUAL POVERTY SIMULATION FOR FIRST-YEAR STUDENTS, FOSTERING EMPATHY AND CULTURAL PROFICIENCY. - INCORPORATED AUGMENTED REALITY TOOLS, SUCH AS THE HOLOLENS, FOR ANATOMY EDUCATION. - CONDUCTED LARGE-SCALE INTERPROFESSIONAL TRAINING EVENTS, INCLUDING MASS CASUALTY SIMULATION. - PARTNERED WITH COMMUNITY ORGANIZATIONS FOR A SERVICE DAY INVOLVING 250 STUDENTS, FACULTY, AND STAFF. Form 990, Part VI, Line 15b PROCESS TO ESTABLISH COMPENSATION OF OTHER OFFICERS OR KEY EMPLOYEES THE UNIVERSITY ENGAGES IN REGULAR COMPENSATION REVIEWS TO ENSURE COMPETITIVE AND EQUITABLE PAY STRUCTURES FOR KEY EMPLOYEES. THE MOST RECENT REVIEW WAS CONDUCTED IN FALL 2023. IN JANUARY 2024, ATSU ENGAGED SEGAL TO PERFORM A COMPREHENSIVE EVALUATION OF COMPENSATION RANGES, WITH IMPLEMENTATION ANTICIPATED IN JULY 2025, SUBJECT TO BUDGET APPROVAL. Form 990, Part VI, Line 4 Significant changes to organizational documents IN JULY 2023, THE ORGANIZATION AMENDED ITS BYLAWS TO REFLECT A SLIGHT MODIFICATION TO IT'S MISSION STATEMENT. Form 990, Part VI, Line 11b Review of form 990 by governing body THE UNIVERSITY POLICY STIPULATES THAT THE AUDIT TEAM OF THE BOARD OF TRUSTEES SHALL REVIEW AND APPROVE THE IRS FORM 990 ANNUAL TAX FILING PRIOR TO SUBMISSION. FOR THE TAX YEAR ENDING JUNE 30, 2024, THIS REVIEW AND APPROVAL TOOK PLACE ON JANUARY 31, 2025. THE MINUTES OF THIS MEETING DOCUMENT THIS REVIEW AND APPROVAL. A COMPLETE COPY OF FORM 990, INCLUDING ALL SCHEDULES, WAS PROVIDED TO EACH BOARD OF TRUSTEE MEMBER PRIOR TO ITS SUBMISSION TO THE INTERNAL REVENUE SERVICE. Form 990, Part VI, Line 12c Conflict of interest policy AT THE TIME OF HIRE (OR ELECTION IN THE CASE OF TRUSTEES) AND ANNUALLY THEREAFTER, THE PRESIDENT OR HIS/HER DESIGNEE SHALL PROVIDE TO THE BOARD AND TO ALL EXECUTIVE OFFICERS AND KEY EMPLOYEES A COPY OF THE CONFLICT OF INTEREST POLICY AND THE APPLICABLE CONFLICT OF INTEREST DISCLOSURE FORM AND QUESTIONNAIRE, WHICH SHALL BE COMPLETED TO IDENTIFY ANY RELATIONSHIPS, POSITIONS OR CIRCUMSTANCES WITH RESPECT TO WHICH IT IS BELIEVED A CONFLICT MAY ARISE. SUCH ANNUAL MONITORING AND REVIEW PROCEDURES SHALL BE PART OF THE CORPORATE COMPLIANCE PLAN. AN APPROPRIATE REPORT SHALL BE SUBMITTED TO THE AUDIT TEAM CONCERNING ANY INTEREST TO BE DISCLOSED. EACH MEMBER OF THE BOARD OF TRUSTEES AND ALL MANAGEMENT ASSOCIATES SHALL DISCLOSE FULLY AND FRANKLY ANY AND ALL ACTUAL OR POTENTIAL CONFLICTS OR DUALITY OF INTEREST OR RESPONSIBILITY, WHETHER INDIVIDUAL, PERSONAL OR BUSINESS, WHICH MAY EXIST. IF IT IS DETERMINED THAT THERE IS A CONFLICT OF INTEREST WITH RESPECT TO A BOARD MEMBER, THE CONFLICT SHALL BE REPORTED TO THE FULL BOARD, AND THE AFFECTED BOARD MEMBER MUST ANSWER ANY QUESTIONS PERTAINING TO THE CONFLICT THAT OTHER BOARD MEMBERS MAY HAVE. IF A VOTE IS REQUIRED, THE AFFECTED BOARD MEMBER SHALL ABSTAIN FROM VOTING. Form 990, Part VI, Line 15a Process to establish compensation of top management official IN 2023, THE BOARD ENGAGED AN INDEPENDENT LEGAL ADVISOR TO CONDUCT A COMPENSATION ANALYSIS FOR THE CHANCELLOR POSITION AS PART OF ORGANIZATIONAL RESTRUCTURING AND THE ESTABLISHMENT OF A NEW EMPLOYMENT CONTRACT. THIS ANALYSIS INCLUDED A REVIEW OF COMPARABLE COMPENSATION STRUCTURES FOR SIMILAR ROLES AT PEER INSTITUTIONS. THE BOARD OF TRUSTEES REVIEWED THE FINDINGS TO SUPPORT THE DETERMINATION OF THE CHANCELLOR'S COMPENSATION UNDER THE UPDATED CONTRACT. Form 990, Part VI, Line 19 Required documents available to the public THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. Form 990, Part XI, Line 9 Other changes in net assets or fund balances CHANGE IN BENEFICIAL INTEREST IN TRUSTS - 946132; LOSS ON ANNUITY/UNITRUST OBLIGATIONS - -90330; ATSUCHC-U LLC 5850 E STILL CIRCLE MESA AZ 85206 EDUCATION AZ 0 0 ATSU