2026-07-15T17:20:38-05:00 2025-08-31 410746749 CLIFTONLARSONALLEN LLP 121 SOUTH TEJON STREET SUITE 1100 COLORADO SPRINGS CO 80903 990 2024-09-01 950948050 SOUTHERN CALIFORNIA UNIVERSITY OF HEALTH SCIENCES SOUT 5629478755 16200 AMBER VALLEY DRIVE WHITTIER CA 90604 THOMAS K ARENDT VP-FINANCE AND BUSINESS AFFAIRS 5629023355 2026-07-15 1 1 SARAH HINTZ P00492291 7196350330 2026-07-15 2024 2025-03-06 01:10:19Z THOMAS K ARENDT 16200 AMBER VALLEY DRIVE WHITTIER CA 90604 70630793 0 X WWW.SCUHS.EDU X 1947 CA EDUCATE STUDENTS AS COMPETENT, CARING AND SUCCESSFUL PRACTITIONERS OF INTEGRATIVE HEALTHCARE. 11 11 523 13 10380 0 779127 1323214 53259411 55746997 1350260 1871053 56455 20231 55445253 58961495 764632 489582 0 0 31350957 34928090 0 0 256779 20441740 22446946 52557329 57864618 2887924 1096877 54437501 55372226 8956842 8240067 45480659 47132159 X 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 30571456 489583 53016997 FOUNDED IN 1911, SOUTHERN CALIFORNIA UNIVERSITY OF HEALTH SCIENCES (SCU) PREPARES HEALTHCARE PROFESSIONALS TO DELIVER INTEGRATIVE, WHOLE-PERSON CARE RESPONSIVE TO THE EVOLVING NEEDS OF PATIENTS AND COMMUNITIES. AS A PRIVATE, NONPROFIT INSTITUTION, SCU HAS ADVANCED A MODEL OF HEALTHCARE EDUCATION THAT RECOGNIZES THE FULL RANGE OF FACTORS INFLUENCING HEALTH, PHYSICAL, BEHAVIORAL, SOCIAL, AND ENVIRONMENTAL, AND EQUIPS GRADUATES TO IMPROVE OUTCOMES ACROSS DIVERSE POPULATIONS.THE UNIVERSITY OFFERS TWELVE DEGREE PROGRAMS, SIX CERTIFICATE PROGRAMS, AND A RANGE OF SHORT COURSES ACROSS DISCIPLINES INCLUDING CHIROPRACTIC, OCCUPATIONAL THERAPY, ACUPUNCTURE AND CHINESE HERBAL MEDICINE, AYURVEDIC MEDICINE, PHYSICIAN ASSISTANT STUDIES, HUMAN GENETICS AND GENOMICS, CLINICAL PSYCHOLOGY, HEALTH SCIENCES, AND MORE.IN FALL 2024, SCU ENROLLED 1,464 STUDENTS IN ITS DEGREE AND CERTIFICATE PROGRAMS, SUPPORTED BY MORE THAN 340 FACULTY MEMBERS. DURING THE YEAR, THE UNIVERSITY AWARDED 448 DEGREES, INCLUDING 242 DOCTORAL, 170 MASTER'S, AND 36 BACHELOR'S DEGREES.STUDENTS IN SCU'S CLINICAL PROGRAMS GAIN SUPERVISED, HANDS-ON EXPERIENCE THROUGH THREE UNIVERSITY-OPERATED ACADEMIC HEALTH CENTERS, PARTNERSHIPS WITH NINE HEALTH CENTERS, AND A BROAD NETWORK OF AFFILIATED CLINICAL AND PRECEPTOR SITES. ACROSS THESE SETTINGS, STUDENTS DEVELOP CLINICAL COMPETENCE WHILE HELPING EXPAND ACCESS TO CARE, INCLUDING SERVICES FOR UNDERSERVED COMMUNITIES THROUGH COMMUNITY CLINICS, FEDERALLY QUALIFIED HEALTH CENTERS, AND OUTREACH PROGRAMS. 5199984 0 2733725 SCU HEALTH PROVIDES INTEGRATIVE, WHOLE-PERSON CARE THROUGH AN ACADEMIC HEALTH SYSTEM THAT COMBINES CLINICAL SERVICE, EDUCATION, AND RESEARCH. GROUNDED IN SCU'S COMMITMENT TO HEALTH EQUITY, THE PRINCIPLE THAT ALL INDIVIDUALS AND COMMUNITIES SHOULD HAVE A FAIR OPPORTUNITY TO ACHIEVE OPTIMAL HEALTH. SCU HEALTH DELIVERS PATIENT-CENTERED, EVIDENCE-INFORMED CARE THAT ADDRESSES THE FULL RANGE OF FACTORS INFLUENCING WELL-BEING.ACROSS ITS CLINICAL NETWORK, INCLUDING UNIVERSITY-OPERATED CLINICS, EMPLOYER-BASED SITES, AND CONTRACTED COMMUNITY LOCATIONS. SCU HEALTH DELIVERED MORE THAN 41,000 PATIENT VISITS IN 2025. THESE SERVICES EXTENDED CARE TO DIVERSE POPULATIONS THROUGH PARTNERSHIPS WITH COMMUNITY HEALTH CENTERS, HOSPITALS, FEDERALLY QUALIFIED HEALTH CENTERS, AND PUBLIC SECTOR ORGANIZATIONS, INCLUDING THE LOS ANGELES COUNTY SHERIFF'S DEPARTMENT AND OTHER PUBLIC SAFETY AGENCIES.IN ADDITION TO DELIVERING PATIENT CARE, SCU HEALTH SERVES AS A CLINICAL TRAINING ENVIRONMENT FOR STUDENTS ACROSS MULTIPLE HEALTHCARE DISCIPLINES. UNDER LICENSED SUPERVISION, STUDENTS PARTICIPATE IN TEAM-BASED CARE DELIVERY, GAINING HANDS-ON EXPERIENCE AND DEVELOPING THE SKILLS NEEDED FOR COLLABORATIVE, INTEGRATIVE PRACTICE. THIS MODEL SUPPORTS WORKFORCE DEVELOPMENT BY PREPARING GRADUATES TO ADDRESS PHYSICAL, BEHAVIORAL, AND SOCIAL DETERMINANTS OF HEALTH IN DIVERSE CARE SETTINGS.SCU HEALTH ALSO ADVANCES COMMUNITY IMPACT THROUGH CLINICAL OUTREACH INITIATIVES. DURING THE YEAR, FACULTY SUPERVISED MORE THAN 200 STUDENTS IN DELIVERING CARE TO OVER 3,000 PATIENTS ACROSS 21 OUTREACH EVENTS, WITH THE MAJORITY FOCUSED ON UNDERSERVED COMMUNITIES, INCLUDING INDIVIDUALS FACING BARRIERS RELATED TO INCOME, HOUSING, OR ACCESS TO CARE.THROUGH ITS INTEGRATED MODEL OF CARE, EDUCATION, AND RESEARCH, SCU HEALTH CONTRIBUTES TO IMPROVING ACCESS, ADVANCING WHOLE-PERSON HEALTHCARE, AND PREPARING THE NEXT GENERATION OF HEALTHCARE PROFESSIONALS TO SERVE DIVERSE COMMUNITIES. 935150 0 0 THE SCU RESEARCH DEPARTMENT SUPPORTS A GROWING RESEARCH ENTERPRISE FOCUSED ON ADVANCING KNOWLEDGE IN INTEGRATIVE, WHOLE-PERSON HEALTHCARE AND IMPROVING PATIENT OUTCOMES. GUIDED BY SCU'S WHOLE HEALTH APPROACH, RESEARCH ACTIVITIES ALIGN WITH THE UNIVERSITY'S MISSION TO ADDRESS THE COMPLEX PHYSICAL, BEHAVIORAL, AND SOCIAL FACTORS THAT INFLUENCE HEALTH, WHILE CONTRIBUTING TO EVIDENCE-BASED PRACTICE ACROSS HEALTHCARE DISCIPLINES.DURING 2025, SCU INVESTIGATORS LED AND CONTRIBUTED TO A DIVERSE PORTFOLIO OF RESEARCH INITIATIVES, INCLUDING 19 GRANT-RELATED PROJECTS AND 10 ACTIVE STUDIES, WITH ADDITIONAL PROPOSALS UNDER REVIEW. FACULTY, STAFF, AND STUDENTS PRODUCED 45 SCHOLARLY PUBLICATIONS AND DELIVERED 47 NATIONAL AND INTERNATIONAL PRESENTATIONS, REFLECTING CONTINUED GROWTH IN RESEARCH PRODUCTIVITY AND DISSEMINATION. IN 2025, ALL HEALTH SYSTEM RESEARCH REVENUE CAME FROM FEDERALLY FUNDED GRANTS.SCU'S RESEARCH PROGRAM INCLUDES FEDERALLY FUNDED AND COLLABORATIVE PROJECTS, INCLUDING THE UNIVERSITY'S FIRST NATIONAL INSTITUTES OF HEALTH (NIH) R01 AWARD AND PARTICIPATION IN MULTI-INSTITUTION NIH-FUNDED RESEARCH COLLABORATIONS. THESE EFFORTS EXPAND SCU'S ROLE IN ADVANCING INTEGRATIVE HEALTH RESEARCH AND CONTRIBUTING TO NATIONAL AND GLOBAL SCIENTIFIC DIALOGUE.RESEARCH AT SCU IS INCREASINGLY ORGANIZED AROUND A WHOLE HEALTH FRAMEWORK, INTEGRATING CLINICAL, EDUCATIONAL, AND COMMUNITY-BASED PERSPECTIVES INTO STUDY DESIGN AND OUTCOMES. THIS APPROACH SUPPORTS THE DEVELOPMENT OF EVIDENCE-INFORMED MODELS OF CARE THAT REFLECT REAL-WORLD PATIENT NEEDS AND HEALTHCARE DELIVERY SYSTEMS.IN ADDITION TO FACULTY-LED RESEARCH, SCU ACTIVELY ENGAGES STUDENTS AND TRAINEES IN SCHOLARLY ACTIVITY, FOSTERING A CULTURE OF INQUIRY AND PREPARING FUTURE HEALTHCARE PROFESSIONALS TO APPLY RESEARCH IN CLINICAL PRACTICE. THROUGH THESE EFFORTS, SCU CONTINUES TO BUILD RESEARCH CAPACITY, EXPAND EXTERNAL PARTNERSHIPS, AND CONTRIBUTE TO THE ADVANCEMENT OF WHOLE-PERSON, INTEGRATIVE HEALTHCARE. 36706590 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 1 0 1 0 1 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 5177 0 1 523 1 1 1 0 0 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 1 0 CA X THOMAS K ARENDT 5629023355 16200 AMBER VALLEY DR WHITTIER CA 90604 THOMAS BAKMAN CHAIR 2.00 X X 0 0 0 LAKEISHA MARSH VICE CHAIR 2.00 X X 0 0 0 JOHN PECCHIA TREASURER 2.00 X X 0 0 0 WILLIAM VALUSEK SECRETARY 2.00 X X 0 0 0 CYNTHIA BAUM DIRECTOR 2.00 X 0 0 0 MELISSA ESBENSHADE DIRECTOR 2.00 X 0 0 0 ILARIA GADALLA DIRECTOR 2.00 X 0 0 0 MARTIN GALLEGOS DIRECTOR 2.00 X 0 0 0 NICK JACOBS DIRECTOR 2.00 X 0 0 0 WAYNE PEACOCK DIRECTOR 2.00 X 0 0 0 SAMANTHA SIMMONS DIRECTOR 2.00 X 0 0 0 JOHN SCARINGE PRESIDENT 40.00 X 577652 0 123910 TAMARA ROZHON PROVOST 40.00 X 303913 0 74691 CHUCK SWEET CHIEF OF STAFF 40.00 X 257961 0 81467 TOM ARENDT VP FINANCE & BUSINESS AFFAIRS/CFO 40.00 X 257437 0 91951 MELISSA NAGARE HEALTH SYS. & CHIEF CLINICAL OFF. 40.00 X 229185 0 106471 JIM BRENNER EXECUTIVE DIRECTOR OF MARKETING 40.00 X 198085 0 57739 MICHAEL RAMCHARAN ASST. VP FOR ACADEMIC AFFAIRS 40.00 X 191938 0 74539 BRADLEY KUHN DIRECTOR OF INFORMATION SYSTEMS 40.00 X 248498 0 51672 MELANIE CATALANO PA PROGRAM DIRECTOR 40.00 X 190107 0 36567 JONATHON EGAN ASST. VP FOR ACADEM. ADMIN. 40.00 X 175730 0 75176 DAN HANDLEY DIRECTOR OF MSHGG 40.00 X 175489 0 30653 JOSEPH HORRIGAN EXECUTIVE DIRECTOR OF HUMAN PERFORMANCE 40.00 X 174039 0 47083 2980034 0 851919 83 0 1 0 PASKELL STAPLETON & LORD 471 JPL WICK DR HARRISBURG PA 17111 MARKETING SERVICES 3257106 PONCE HEALTH SCIENCES UNIVERSITY 388 ZONA INDUSTRIAL REPARDA PONCE RQ EDUCATIONAL CURRICULUM DELIVERY SERVICES 1494001 SYNOPTEK LLC 19520 JAMBOREE ROAD IRVINE CA 92612 IT OUTSOURCED SERVICES 1444631 OCULUS LLC 936 SW 1ST AVE SUITE 424 MIAMI FL 33130 IT OUTSOURCED SERVICES 613500 IN FOCUS ADVERTISING 23371 MULLHOLLAND DR WOODLAND HILLS CA 91364 MARKETING SERVICES 574862 30 1097226 225988 1323214 TUITION AND FEES 611600 52737288 52737288 HEALTH CENTERS 611710 2733725 2733725 OTHER SUPPORT SERVICES 611710 265604 265604 ADVERTISING 541800 10380 10380 55746997 1253698 1253698 6126 0 6126 6126 6126 12049052 11431697 617355 617355 617355 251706 237601 14105 14105 58961495 55750722 10380 1877179 362626 362626 126956 126956 2552494 1131439 1231380 189675 26125714 17829620 8296094 851820 592830 258990 3342896 1858624 1481726 2546 2055166 1429308 616870 8988 564859 92669 472190 83975 83975 109200 109200 142840 142840 5005407 3985679 1018745 983 4423180 4374491 48689 838331 647561 190635 135 5077456 841291 4189453 46712 637378 385799 251579 437136 238984 196411 1741 227180 153984 71934 1262 1612763 1060392 552371 353864 238743 115121 INSURANCE WRITE OFFS 773295 773295 DUES, FEES, & SUB 564260 183796 379184 1280 UTILITIES 490370 490370 ACCREDITATION FEES 195552 171006 24546 909900 227497 678946 3457 57864618 36706590 20901249 256779 3694092 10467311 11155177 2959849 45157 104462 954183 1239862 213717 180540 1389075 1936018 42201865 28150829 13272037 14051036 21571957 22449354 25000 25000 2117106 1958794 54437501 55372226 4756564 3889485 1579617 1727177 2620661 2623405 8956842 8240067 X 41562224 42992025 3918435 4140134 45480659 47132159 54437501 55372226 1096877 554623 0 X X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 0 0 0 0 1 109200 109200 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 HEALTHCARE PROFESSIONS FOR WHICH WE TRAIN OUR STUDENTS. 2637058 10055 201876 56476 2792513 2197804 474254 35000 2637058 2052476 20100 125228 2197804 2277791 75165 -280480 20000 2052476 2390987 308055 448717 2250325 0.00000 0.60660 0.39340 0 0 3548364 3548364 6183436 5190246 993190 19924780 13605952 6318828 12181190 9354631 2826559 364095 364095 14051036 ASSET RETIREMENT OBLIGATION 421436 LEASE LIABILITY 2201969 2623405 X 58348003 554624 554624 57793379 142840 1025276 1168116 58961495 56696502 0 56696502 142840 1025276 1168116 57864618 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, 2025 AND 2024. THE UNIVERSITY'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS 489,582. INSURANCE WRITE OFFS 773,295. COST OF GOODS SOLD -237,601. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS 489,582. INSURANCE WRITE OFFS 773,295. COGS -237,601. 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 NONDISCRIMINATORY POLICY REGARDING ALL PROGRAMS. ENROLLMENT OF STUDENTS IS WITHOUT DISCRIMINATION AS TO RACE, RELIGION, SEX, COLOR, NATIONAL ORIGIN, SEXUAL ORIENTATION, GENDER IDENTITY, OR ANY OTHER PROTECTED CLASS. RECRUITMENT PROCEDURES ARE DESIGNED AND CARRIED OUT TO REACH STUDENTS OF ALL RACIAL SEGMENTS IN THE GEOGRAPHICAL AREA SERVED. THE RACIALLY NONDISCRIMINATORY POLICY IS ON THE HOMEPAGE OF THE WEBSITE. 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 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 SCHOLARSHIPS N/A 126956 0 0 0 0 0 0 126956 0 126956 INSTITUTIONAL SCHOLARSHIPS TO CANADIAN STUDENTS NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 45 126956 STUDENT ACCOUNT 0 N/A N/A 0 0 0 0 0 0 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. 1 NEW STUDENT SCHOLARSHIPS 100 67742 0 N/A N/A RELOCATION SCHOLARSHIPS 9 18000 0 N/A N/A RESTRICTED SCHOLARSHIPS 49 122365 0 N/A N/A ALUMNI SCHOLARSHIPS 16 19024 0 N/A N/A DEFERRED ACTION CHILD ARRIVAL SCHOLARSHIPS 8 20386 0 N/A N/A PRESIDENTIAL SCHOLARSHIPS 3 1800 0 N/A N/A LEGACY SCHOLARSHIPS 8 4850 0 N/A N/A YELLOW RIBBON MATCH 7 13506 0 N/A N/A MERIT BASED SCHOLARSHIPS 155 67085 0 N/A N/A OTHER SCHOLARSHIPS 72 27868 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 1 0 JOHN SCARINGE PRESIDENT 452652 0 125000 0 0 0 38132 0 85778 0 701562 0 0 0 TAMARA ROZHON PROVOST 278913 0 25000 0 0 0 28695 0 45996 0 378604 0 0 0 TOM ARENDT VP FINANCE & BUSINESS AFFAIRS/CFO 237437 0 20000 0 0 0 24847 0 67104 0 349388 0 0 0 CHUCK SWEET CHIEF OF STAFF 237961 0 20000 0 0 0 24847 0 56620 0 339428 0 0 0 MELISSA NAGARE HEALTH SYS. & CHIEF CLINICAL OFF. 209185 0 20000 0 0 0 22355 0 84116 0 335656 0 0 0 BRADLEY KUHN DIRECTOR OF INFORMATION SYSTEMS 231871 0 16627 0 0 0 12600 0 39072 0 300170 0 0 0 MICHAEL RAMCHARAN ASST. VP FOR ACADEMIC AFFAIRS 185938 0 6000 0 0 0 9650 0 64889 0 266477 0 0 0 JIM BRENNER EXECUTIVE DIRECTOR OF MARKETING 191585 0 6500 0 0 0 9857 0 47882 0 255824 0 0 0 JONATHON EGAN ASST. VP FOR ACADEM. ADMIN. 171730 0 4000 0 0 0 8911 0 66265 0 250906 0 0 0 MELANIE CATALANO PA PROGRAM DIRECTOR 186107 0 4000 0 0 0 9636 0 26931 0 226674 0 0 0 JOSEPH HORRIGAN EXECUTIVE DIRECTOR OF HUMAN PERFORMA 170539 0 3500 0 0 0 8660 0 38423 0 221122 0 0 0 DAN HANDLEY DIRECTOR OF MSHGG 172489 0 3000 0 0 0 8711 0 21942 0 206142 0 0 0 PART I, LINE 7 BONUSES ARE PROVIDED TO EMPLOYEES ON A DISCRETIONARY BASIS DEPENDING ON BUDGETARY AND OTHER PERFORMANCE METRICS. INTEGRATIVE PRACTITIONERS CORPORATION IPC IS 49% OWNED BY PRESIDENT JOHN SCARINGE ORGANIZATIONAL START-UP COSTS AND CASH FLOW SUPPORT FOR OPERATIONS X 2186302 1 1 1 FORM 990, PART VI, SECTION A, LINE 1A 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 INFORMATION USED IN THE PREPARATION OF THE 990 IS COMPILED BY THE DIRECTOR OF ACCOUNTING. EACH DRAFT REVISION OF THE 990 IS REVIEWED BY THE DIRECTOR OF ACCOUNTING, AND THE FINAL DRAFT IS ALSO REVIEWED BY THE EXECUTIVE DIRECTOR OF FINANCE AND THE VP FOR FINANCE AND BUSINESS AFFAIRS. ONCE APPROVED BY THESE INDIVIDUALS, THE DRAFT 990 IS PRESENTED TO THE BOARD, WHICH IS PROVIDED WITH A CERTAIN NUMBER OF DAYS TO PROVIDE COMMENTS. ONCE ANY COMMENTS ARE IMPLEMENTED, THE DRAFT IS READY TO BE FINALIZED. FORM 990, PART VI, SECTION B, LINE 12C THE UNIVERSITY HAS DEVELOPED A PROCESS FOR REGULARLY MONITORING AND ANNUALLY DISCLOSING CONFLICTS OF INTERESTS. BOARD MEMBERS SIGN AFFIRMATIONS ANNUALLY. A BOARD MEMBER 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 15 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. OCCASIONALLY, THE COMMITTEE WILL USE AN INDEPENDENT CONSULTANT TO ADVISE ON THE PRESIDENT'S SALARY AND BENEFITS. IN YEARS IN BETWEEN THESE INDEPENDENT REVIEWS, THE PRESIDENT RECEIVES AN ANNUAL MERIT INCREASE THAT IS CONSISTENT WITH THE PERCENTAGE MERIT INCREASE AWARDED TO ALL ELIGIBLE EMPLOYEES. THE COMPENSATION FOR OFFICERS AND OTHER KEY EMPLOYEES IS REVIEWED IN DETAIL EVERY FEW YEARS. IN 2023, THE UNIVERSITY HIRED AN OUTSIDE CONSULTANT TO PERFORM A COMPENSATION STUDY. A SEPARATE STUDY WAS ALSO PERFORMED IN HOUSE. THE RESULTS OF THESE INDICATED NO ADJUSTMENTS WERE NEEDED. ANNUALLY, THESE INDIVIDUALS ARE ELIGIBLE FOR MERIT INCREASES CONSISTENT WITH THE PERCENTAGE MERIT INCREASE AWARDED TO ALL ELIGIBLE EMPLOYEES. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2025. 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 XII, LINE 2C: THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR.