WESTERN UNIVERSITY OF HEALTH SCIENCES: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- WESTERN UNIVERSITY OF HEALTH SCIENCES (EIN 95-3127273)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-04-18
- IRS object ID
- 202531089349301903
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule E
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-18T15:15:20-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 991856619 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 53 STATE STREET SUITE 1600 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 953127273 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTERN UNIVERSITY OF HEALTH SCIENCES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WEST | BusinessNameControlTxt |
| Phone | 9096236116 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 309 E SECOND STREET | AddressLine1Txt |
| City | POMONA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 917661854 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSHUA MCFARLEN | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 9096236116 | PhoneNum |
| Signature | 2025-04-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIN COUTURE | PreparerPersonNm |
| PTIN | P01390592 | PTIN |
| Phone | 6177237900 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ROBIN FARIAS-EISNER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 309 E SECOND STREET | AddressLine1Txt |
| City | POMONA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 917661854 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $267,261,436 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.WESTERNU.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1977 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO PRODUCE, IN A HUMANISTIC TRADITION, HEALTH CARE PROFESSIONALS AND (CONT. ON SCH. O) BIOMEDICAL KNOWLEDGE THAT WILL ENHANCE AND EXTEND THE QUALITY OF LIFE IN OUR COMMUNITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 1956 | TotalEmployeeCnt |
| Total Volunteers | 100 | TotalVolunteersCnt |
| Total Gross UBI | $74,508 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $63,880 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $22,653,134 | PYContributionsGrantsAmt |
| CY Contributions Grants | $29,133,154 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $221,382,172 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $223,374,410 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,909,724 | PYInvestmentIncomeAmt |
| CY Investment Income | $8,879,541 | CYInvestmentIncomeAmt |
| PY Other Revenue | $5,379,732 | PYOtherRevenueAmt |
| CY Other Revenue | $3,677,055 | CYOtherRevenueAmt |
| PY Total Revenue | $253,324,762 | PYTotalRevenueAmt |
| CY Total Revenue | $265,064,160 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $5,207,031 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $5,910,729 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $150,930,929 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $161,029,443 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $3,068,333 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $80,265,766 | PYOtherExpensesAmt |
| CY Other Expenses | $80,071,549 | CYOtherExpensesAmt |
| PY Total Expenses | $236,403,726 | PYTotalExpensesAmt |
| CY Total Expenses | $247,011,721 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $16,921,036 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $18,052,439 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $546,254,576 | TotalAssetsBOYAmt |
| Total Assets EOY | $573,884,675 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $267,045,391 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $260,160,797 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $279,209,185 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $313,723,878 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PRODUCE, IN A HUMANISTIC TRADITION, HEALTH CARE PROFESSIONALS AND BIOMEDICAL KNOWLEDGE THAT WILL ENHANCE AND EXTEND THE QUALITY OF LIFE IN OUR COMMUNITIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $184,336,285 | ExpenseAmt |
| Grant | $5,910,729 | GrantAmt |
| Revenue | $214,448,679 | RevenueAmt |
| Desc | WESTERN UNIVERSITY OF HEALTH SCIENCES IS ONE OF THE LARGEST GRADUATE UNIVERSITIES FOR THE HEALTH PROFESSIONS IN THE WESTERN UNITED STATES. WESTERN UNIVERSITY CONFERS DEGREES FOR PHYSICIANS, PHARMACISTS, NURSES, PHYSICIAN ASSISTANTS, PHYSICAL THERAPISTS, VETERINARIANS, DENTISTS, PODIATRISTS, OPTOMETRISTS, AND RESEARCHERS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $15,872,353 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $11,646,649 | RevenueAmt |
| Desc | WESTERNU HEALTH CLINICS WERE FOUNDED BY WESTERN UNIVERSITY OF HEALTH SCIENCES IN 2008 AS ACADEMIC MEDICAL CENTERS. AS A TEACHING FACILITY, WESTERNU HEALTH SERVES RESIDENTS AS WELL AS TEACHING STAFF AND STUDENTS IN SOUTHERN CALIFORNIA AND PORTLAND AREAS. WESTERNU HEALTH WAS ESTABLISHED TO PROVIDE TEACHING, MEDICAL SERVICES, AND RESEARCH IN SPECIALTY AREAS INCLUDING EYE CARE, DENTAL CARE, PHARMACY, AND MANY MORE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $200,208,638 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 1048 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1956 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (1) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSHUA MCFARLEN | PersonNm |
| Phone | 9096236116 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 309 EAST SECOND STREET | AddressLine1Txt |
| City | POMONA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 917661854 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (35 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| DANIEL G ALDRICH III PHD | ||||||||||
| MEMBER-AT-LARGE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARCIA AUGSBURGER | ||||||||||
| MEMBER-AT-LARGE (AS OF 11/2023) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| RICHARD BOND | ||||||||||
| MEMBER-AT-LARGE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| THE HON CONSUELO CALLAHAN | ||||||||||
| MEMBER-AT-LARGE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| TONY CHAN | ||||||||||
| MEMBER-AT-LARGE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| MICHAEL COWGILL ESQ | ||||||||||
| MEMBER-AT-LARGE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| MIN CUI PHD | ||||||||||
| MEMBER-AT-LARGE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| KELLY G DAY | ||||||||||
| MEMBER-AT-LARGE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN FORBING | ||||||||||
| MEMBER-AT-LARGE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| JEFFREY HEATHERINGTON | ||||||||||
| SECRETARY OF THE BOARD | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| JAMES LALLY DO | ||||||||||
| MEMBER-AT-LARGE (THRU 04/2024) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| CATHERINE MATER | ||||||||||
| MEMBER-AT-LARGE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| HEATHER MCDANIEL | ||||||||||
| MEMBER-AT-LARGE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| MICHAEL A OKTAY JD LLM | ||||||||||
| MEMBER-AT-LARGE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| NATHANIEL OUBRE | ||||||||||
| MEMBER-AT-LARGE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARIA PALLAVICINI | ||||||||||
| MEMBER-AT-LARGE (AS OF 11/2023) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| DIANNE PHILIBOSIAN PHD | ||||||||||
| MEMBER-AT-LARGE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| ROBIN RICHARDSON DO | ||||||||||
| MEMBER-AT-LARGE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| ROBIN FARIAS-EISNER | ||||||||||
| PRESIDENT | 40.00 | 0.00 | $1,353,551 | $0 | $25,449 | Yes (X) | ||||
| JOSHUA MCFARLEN | ||||||||||
| CFO & TREASURER | 40.00 | 0.00 | $370,184 | $0 | $33,043 | Yes (X) | ||||
| PAULA CRONE | ||||||||||
| PROVOST & CHIEF ACADEMIC OFFICER | 40.00 | 0.00 | $530,414 | $0 | $45,530 | Yes (X) | ||||
| CLIVE HOUSTON-BROWN | ||||||||||
| COO (THRU 07/2023) | 40.00 | 0.00 | $522,546 | $0 | $28,834 | Yes (X) | ||||
| DENISE CORNISH AS OF 072023 | ||||||||||
| INTERIM SR. VP SHARED SERVICES | 40.00 | 0.00 | $291,457 | $0 | $36,880 | Yes (X) | ||||
| DAVID CONNETT | ||||||||||
| ACTING DEAN COMP (THRU 06/2024) | 40.00 | 0.00 | $419,143 | $0 | $36,560 | Yes (X) | ||||
| SUNIL PRABHU | ||||||||||
| DEAN COLLEGE OF PHARMACY | 40.00 | 0.00 | $300,950 | $0 | $37,676 | Yes (X) | ||||
| ELIZABETH ANDREWS | ||||||||||
| DEAN COL OF DENTISTRY | 40.00 | 0.00 | $336,325 | $0 | $36,293 | Yes (X) | ||||
| JOHN TEGZES | ||||||||||
| INTERIM DEAN VET MED | 40.00 | 0.00 | $319,728 | $0 | $30,915 | Yes (X) | ||||
| BRADLEY HENSON THRU 072023 | ||||||||||
| INTERIM SVP RESEARCH | 40.00 | 0.00 | $283,528 | $0 | $32,794 | Yes (X) | ||||
| ELIZABETH ZAMORA | ||||||||||
| SR VP EXT. AFFAIRS (AS OF 07/2023) | 40.00 | 0.00 | $172,666 | $0 | $12,354 | Yes (X) | ||||
| ROBERT WARREN | ||||||||||
| ASC. PRVST CLNCL AFFAIRS/ASC. PROF | 40.00 | 0.00 | $357,653 | $0 | $38,998 | Yes (X) | ||||
| DANIEL WILSON | ||||||||||
| PROFESSOR | 40.00 | 0.00 | $406,188 | $0 | $46,067 | Yes (X) | ||||
| DEVENDRA AGRAWAL | ||||||||||
| DIR. TRANSLATIONAL RESEARCH/PROF. | 40.00 | 0.00 | $447,750 | $0 | $40,969 | Yes (X) | ||||
| STEPHANIE BOWLIN | ||||||||||
| SR VP SPECIAL PROJECTS/ ASSOC.PROF | 40.00 | 0.00 | $359,944 | $0 | $31,850 | Yes (X) | ||||
| JEFFREY ELO | ||||||||||
| PROF/ADVANCED CLINICAL SERVICES | 40.00 | 0.00 | $350,393 | $0 | $52,736 | Yes (X) | ||||
| DAVID BARON | ||||||||||
| PROFESSOR | 40.00 | 0.00 | $330,519 | $0 | $45,111 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $7,152,939 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $612,059 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 453 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| NHPPMB LP | |||||
| 300 NORTH LASALLE STREET SUITE 160 | CHICAGO | IL | 60654 | LEASE MANAGEMENT | $3,803,728 |
| SAMARITAN HEALTH SERVICES INC | |||||
| 3600 NW SAMARITAN DR | CORVALLIS | OR | 97330 | LEASE MANAGEMENT | $3,199,113 |
| IMPERIAL SECURITY SERVICE INC | |||||
| 2555 POPLAR AVENUE | MEMPHIS | TN | 38112 | SECURITY | $1,716,531 |
| ABM SERVICES INC | |||||
| 165 TECHNOLOGY AVE | IRVINE | CA | 92618 | JANITORIAL | $1,575,628 |
| PROVIDENT RESOURCES GROUP | |||||
| 5565 BANKERS AVENUE | BATON ROUGE | LA | 70808 | LEASE MANAGEMENT | $1,039,051 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 121 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $9,806,129 | GovernmentGrantsAmt |
| All Other Contributions | $19,327,025 | AllOtherContributionsAmt |
| Noncash Contributions | $546,526 | NoncashContributionsAmt |
| Total Contributions | $29,133,154 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION REVENUE | 611710 | $206,558,679 | $206,558,679 |
| MEDICAL CLINIC REVENUE | 621400 | $11,646,649 | $11,646,649 |
| STUDENT FEES | 611710 | $3,042,897 | $3,042,897 |
| BOOKSTORE REVENUE | 621400 | $2,126,185 | $2,126,185 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $223,374,410 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,239,303 | TotalRevenueColumnAmt |
| Exclusion | $10,239,303 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $956,137 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $956,137 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $956,137 | TotalRevenueColumnAmt |
| Exclusion | $956,137 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $837,514 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,197,276 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$1,359,762 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,359,762 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $74,508 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$1,434,270 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| OUTSIDE REVENUE | 058633 | $752,472 | $752,472 |
| PARKING | 900099 | $526,430 | $526,430 |
| GAIN ON INVOLUNTARY CONVERSION | 900099 | $490,092 | $490,092 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $951,924 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $951,924 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,720,918 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $265,064,160 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $226,095,328 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $74,508 | UnrelatedBusinessRevenueAmt |
| Exclusion | $9,761,170 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,910,729 | TotalAmt |
| Program Services | $5,910,729 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,804,398 | TotalAmt |
| Program Services | $2,296,233 | ProgramServicesAmt |
| Management And General | $3,508,165 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,349,509 | TotalAmt |
| Program Services | $1,349,509 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $123,201,081 | TotalAmt |
| Program Services | $103,197,609 | ProgramServicesAmt |
| Management And General | $18,102,752 | ManagementAndGeneralAmt |
| Fundraising | $1,900,720 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,659,531 | TotalAmt |
| Program Services | $6,278,011 | ProgramServicesAmt |
| Management And General | $1,269,836 | ManagementAndGeneralAmt |
| Fundraising | $111,684 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,002,385 | TotalAmt |
| Program Services | $11,476,828 | ProgramServicesAmt |
| Management And General | $2,321,387 | ManagementAndGeneralAmt |
| Fundraising | $204,170 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,012,539 | TotalAmt |
| Program Services | $7,386,981 | ProgramServicesAmt |
| Management And General | $1,494,145 | ManagementAndGeneralAmt |
| Fundraising | $131,413 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,480,906 | TotalAmt |
| Program Services | $221,622 | ProgramServicesAmt |
| Management And General | $1,259,284 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $291,017 | TotalAmt |
| Management And General | $291,017 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,548 | TotalAmt |
| Program Services | $33,460 | ProgramServicesAmt |
| Management And General | $40,088 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $476,550 | TotalAmt |
| Management And General | $476,550 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,273,054 | TotalAmt |
| Program Services | $8,017,157 | ProgramServicesAmt |
| Management And General | $3,201,840 | ManagementAndGeneralAmt |
| Fundraising | $54,057 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,115,573 | TotalAmt |
| Program Services | $308,499 | ProgramServicesAmt |
| Management And General | $773,835 | ManagementAndGeneralAmt |
| Fundraising | $33,239 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,088,954 | TotalAmt |
| Program Services | $1,427,594 | ProgramServicesAmt |
| Management And General | $615,816 | ManagementAndGeneralAmt |
| Fundraising | $45,544 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,009,855 | TotalAmt |
| Program Services | $3,364,961 | ProgramServicesAmt |
| Management And General | $1,521,387 | ManagementAndGeneralAmt |
| Fundraising | $123,507 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,614,849 | TotalAmt |
| Program Services | $10,339,557 | ProgramServicesAmt |
| Management And General | $2,091,354 | ManagementAndGeneralAmt |
| Fundraising | $183,938 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,858,456 | TotalAmt |
| Program Services | $3,079,971 | ProgramServicesAmt |
| Management And General | $722,001 | ManagementAndGeneralAmt |
| Fundraising | $56,484 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,397,368 | TotalAmt |
| Program Services | $1,128,355 | ProgramServicesAmt |
| Management And General | $256,635 | ManagementAndGeneralAmt |
| Fundraising | $12,378 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,332,686 | TotalAmt |
| Program Services | $3,612,562 | ProgramServicesAmt |
| Management And General | $667,780 | ManagementAndGeneralAmt |
| Fundraising | $52,344 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,775,044 | TotalAmt |
| Program Services | $7,324,750 | ProgramServicesAmt |
| Management And General | $1,344,876 | ManagementAndGeneralAmt |
| Fundraising | $105,418 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,856,996 | TotalAmt |
| Management And General | $1,856,996 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| ROTATIONS EXPENSE | $6,922,090 | $6,922,090 | ||
| MED/LAB/STDNT SUPPLIES | $4,619,151 | $4,613,803 | $5,341 | $7 |
| REPAIRS AND MAINTENANCE | $3,403,324 | $2,866,430 | $502,334 | $34,560 |
| COST OF GOODS SOLD | $3,135,441 | $3,135,441 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,346,687 | TotalAmt |
| Program Services | $5,916,486 | ProgramServicesAmt |
| Management And General | $1,411,331 | ManagementAndGeneralAmt |
| Fundraising | $18,870 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $247,011,721 | TotalAmt |
| Program Services | $200,208,638 | ProgramServicesAmt |
| Management And General | $43,734,750 | ManagementAndGeneralAmt |
| Fundraising | $3,068,333 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,578,942 | BOYAmt |
| EOY | $7,585,312 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $313,424 | BOYAmt |
| EOY | $7,975,638 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,287,196 | BOYAmt |
| EOY | $6,883,263 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,990,378 | BOYAmt |
| EOY | $46,894,335 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $711,697 | BOYAmt |
| EOY | $590,823 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,551,717 | BOYAmt |
| EOY | $3,440,883 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $270,508,441 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $131,642,909 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $138,312,259 | BOYAmt |
| EOY | $138,865,532 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $126,791,876 | BOYAmt |
| EOY | $163,452,833 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $155,810,932 | BOYAmt |
| EOY | $137,145,264 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,906,155 | BOYAmt |
| EOY | $61,050,792 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $546,254,576 | BOYAmt |
| EOY | $573,884,675 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,492,940 | BOYAmt |
| EOY | $33,230,640 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,278,457 | BOYAmt |
| EOY | $27,767,160 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,126,589 | BOYAmt |
| EOY | $78,652,524 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $124,147,405 | BOYAmt |
| EOY | $120,510,473 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $267,045,391 | BOYAmt |
| EOY | $260,160,797 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $240,231,045 | BOYAmt |
| EOY | $262,769,008 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,978,140 | BOYAmt |
| EOY | $50,954,870 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $279,209,185 | BOYAmt |
| EOY | $313,723,878 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $546,254,576 | BOYAmt |
| EOY | $573,884,675 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $18,052,439 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $12,315,819 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $4,146,435 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,319,398 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,944,496 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $23,101,352 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $22,653,134 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $29,133,154 | CurrentTaxYearAmt |
| Total | $98,151,534 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,319,398 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,944,496 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $23,101,352 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $22,653,134 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $29,133,154 | CurrentTaxYearAmt |
| Total | $98,151,534 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $27,680,139 | SubstantialContributorsTotAmt |
| Public Support Total170 | $70,471,395 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,309,574 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,321,362 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,221,957 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,607,301 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,195,440 | CurrentTaxYearAmt |
| Total | $31,655,634 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $456,410 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $24,610 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,366,895 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,207,481 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,720,918 | CurrentTaxYearAmt |
| Total | $7,776,314 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $137,583,482 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,072,143,929 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.51220 | PublicSupportCY170Pct |
| Public Support PY170 | 0.57530 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OUTSIDE REVENUE - 2019 AMOUNT: $ 0. 2020 AMOUNT: $ 0. 2021 AMOUNT: $ 0. 2022 AMOUNT: $ 2,169,287. 2023 AMOUNT: $ 752,472. STAFF PARKING - 2019 AMOUNT: $ 405,635. 2020 AMOUNT: $ 24,610. 2021 AMOUNT: $ 0. 2022 AMOUNT: $ 263,191. 2023 AMOUNT: $ 526,430. GAIN ON INVOLUNTARY CONVERSION - 2019 AMOUNT: $ 0. 2020 AMOUNT: $ 0. 2021 AMOUNT: $ 0. 2022 AMOUNT: $ 0. 2023 AMOUNT: $ 490,092. GROSS FUNDRAISING - 2019 AMOUNT: $ 50,775. 2020 AMOUNT: $ 0. 2021 AMOUNT: $ 0. 2022 AMOUNT: $ 0. 2023 AMOUNT: $ 0. ALL OTHER REVENUE - 2019 AMOUNT: $ 0. 2020 AMOUNT: $ 0. 2021 AMOUNT: $ 1,366,895. 2022 AMOUNT: $ 775,003. 2023 AMOUNT: $ 951,924. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $73,548 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $73,548 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | THE UNIVERSITY PAID LOBBYING EXPENSES THROUGH MEMBERSHIP DUES OR SERVICES PAID TO OUTSIDE ORGANIZATIONS. THE LOBBYING EXPENSES WERE USED TO EXPAND OSTEOPATHIC AND/OR OTHER MEDICAL AWARENESS. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $62,536,571 | BeginningYearBalanceAmt |
| Contributions | $1,580,946 | ContributionsAmt |
| Investment Earnings Or Losses | $6,264,432 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $868,565 | GrantsOrScholarshipsAmt |
| Other Expenditures | $554,860 | OtherExpendituresAmt |
| End Year Balance | $68,958,524 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $59,131,707 | BeginningYearBalanceAmt |
| Contributions | $826,738 | ContributionsAmt |
| Investment Earnings Or Losses | $3,674,622 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $764,196 | GrantsOrScholarshipsAmt |
| Other Expenditures | $332,300 | OtherExpendituresAmt |
| End Year Balance | $62,536,571 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $64,037,245 | BeginningYearBalanceAmt |
| Contributions | $5,540,733 | ContributionsAmt |
| Investment Earnings Or Losses | -$9,445,336 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $686,968 | GrantsOrScholarshipsAmt |
| Other Expenditures | $313,967 | OtherExpendituresAmt |
| End Year Balance | $59,131,707 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $50,437,222 | BeginningYearBalanceAmt |
| Contributions | $1,266,665 | ContributionsAmt |
| Investment Earnings Or Losses | $13,217,394 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $647,525 | GrantsOrScholarshipsAmt |
| Other Expenditures | $236,511 | OtherExpendituresAmt |
| End Year Balance | $64,037,245 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $48,347,507 | BeginningYearBalanceAmt |
| Contributions | $2,771,703 | ContributionsAmt |
| Investment Earnings Or Losses | $2,276,494 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $619,175 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,339,307 | OtherExpendituresAmt |
| End Year Balance | $50,437,222 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.68000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.26000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.06000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $527,960 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $9,467,857 | OtherCostOrOtherBasisAmt |
| Book Value | $9,995,817 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $128,487,153 | OtherCostOrOtherBasisAmt |
| Depreciation | $47,012,335 | DepreciationAmt |
| Book Value | $81,474,818 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $60,128,364 | OtherCostOrOtherBasisAmt |
| Depreciation | $27,881,159 | DepreciationAmt |
| Book Value | $32,247,205 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $68,569,590 | OtherCostOrOtherBasisAmt |
| Depreciation | $54,745,567 | DepreciationAmt |
| Book Value | $13,824,023 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,327,517 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,003,848 | DepreciationAmt |
| Book Value | $1,323,669 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $138,865,532 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| CORPORATE AND GOVERNMENT BONDS | $135,056,178 | F |
| CERTIFICATES OF DEPOSIT | $1,691,466 | F |
| CASH SURRENDER VALUE OF LIFE INS. | $359,020 | F |
| EQUITIES | $38,600 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $137,145,264 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| LEASE RIGHT-OF-USE ASSETS | $58,623,240 |
| NET CAMPUS NETWORK INSTALLATION | $2,427,552 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $61,050,792 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)
| DescDesc | AmtAmt |
|---|---|
| CAPITAL LEASE OBLIGATION | $64,412,413 |
| FEDERAL STUDENT LOAN FUNDS | $48,990,274 |
| BOND ISSUE SWAP LIABILITY | $5,645,600 |
| DEPOSITS FOR AGENCY FUNDS | $657,822 |
| LIABILITY ON SPLIT-INTEREST AGREEMENT | $515,350 |
| ACCRUED BOND INTEREST PAYABLE | $289,014 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $120,510,473 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | COLLECTIONS OF ART, HISTORICAL TREASURES, OR OTHER SIMILAR ASSETS WESTERNU HAS RECEIVED DISNEY COLLECTIBLE ITEMS, WHICH ARE MAINTAINED AT ONE OF THEIR CAMPUSES AS PUBLIC DISPLAY ITEMS. |
| PART V, LINE 4: | INTENDED USES OF ORGANIZATION'S ENDOWMENT FUNDS THE INVESTMENT OBJECTIVES FOR THE MANAGEMENT OF ENDOWMENT ASSETS ARE TO MANAGE CONTRIBUTIONS IN A MANNER THAT WILL MAXIMIZE THE BENEFIT INTENDED BY THE DONOR, TO PRODUCE CURRENT INCOME TO SUPPORT THE PROGRAMS OF THE UNIVERSITY, DONOR OBJECTIVES, AND TO ACHIEVE GROWTH OF BOTH PRINCIPAL VALUE AND INCOME OVER TIME SUFFICIENT TO PRESERVE OR INCREASE THE PURCHASING POWER OF THE ASSETS, THUS PROTECTING THE ASSETS AGAINST INFLATION. |
| PART X, LINE 2: | FIN 48 (ASC 740) FOOTNOTE THE UNIVERSITY IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, THOUGH IT IS SUBJECT TO TAX ON INCOME UNRELATED TO ITS EXEMPT PURPOSE, UNLESS THAT INCOME IS OTHERWISE EXCLUDED BY THE CODE. THE UNIVERSITY HAS BEEN RECOGNIZED BY THE CALIFORNIA FRANCHISE TAX BOARD AS A UNIVERSITY THAT IS EXEMPT FROM CALIFORNIA FRANCHISE AND INCOME TAXES UNDER SECTION 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE AND IS ALSO EXEMPT FROM OREGON INCOME TAXES UNDER THE RELATED STATE PROVISIONS. THE UNIVERSITY HAS PROCESSES PRESENTLY IN PLACE TO ENSURE THE MAINTENANCE OF ITS TAX-EXEMPT STATUS; TO IDENTIFY AND REPORT UNRELATED INCOME; TO DETERMINE ITS FILING AND TAX OBLIGATIONS IN JURISDICTIONS FOR WHICH IT HAS NEXUS; AND TO IDENTIFY AND EVALUATE OTHER MATTERS THAT MAY BE CONSIDERED TAX POSITIONS. THE UNIVERSITY HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE UNIVERSITY FOLLOWS GUIDANCE THAT CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, INCLUDING ISSUES RELATING TO FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT. THIS GUIDANCE PROVIDES THAT THE TAX EFFECTS FROM AN UNCERTAIN TAX POSITION CAN ONLY BE RECOGNIZED IN THE FINANCIAL STATEMENTS IF THE POSITION IS "MORE-LIKELY-THAN-NOT" TO BE SUSTAINED IF THE POSITION WERE TO BE CHALLENGED BY A TAXING AUTHORITY. THE ASSESSMENT OF THE TAX POSITION IS BASED SOLELY ON THE TECHNICAL MERITS OF THE POSITION, WITHOUT REGARD TO THE LIKELIHOOD THAT THE TAX POSITION MAY BE CHALLENGED. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | THE RACIALLY NON-DISCRIMINATORY POLICY IS CLEARLY STATED ON WESTERN UNIVERSITY'S WEBSITE IN THE UNIVERSITY CATALOG. |
| SCHEDULE E, PART I, LINE 6 | THE UNIVERSITY RECEIVES STUDENT FINANCIAL AID FUNDS WHICH ARE PASSED THROUGH TO THE STUDENT TO BE USED FOR TUITION AND OTHER QUALIFYING COSTS. THE UNIVERSITY ALSO RECEIVES VARIOUS RESEARCH GRANTS FROM STATE AND FEDERAL AGENCIES TO CONDUCT MEDICAL RESEARCH ACTIVITIES, WHICH ARE WITHIN THE SCOPE OF THEIR EXEMPT PURPOSE. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 388 | RecipientCnt |
| Cash Grant | $5,910,729 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS GRANTS ARE PUT INTO A SEPARATE AND UNIQUE FUND AND THE EXPENDITURES ARE MONITORED AGAINST THE PROPOSAL AND AWARD. WESTERN UNIVERSITY MANAGES AN EXTENSIVE FINANCIAL AID PROGRAM TO ENSURE THAT A HIGHLY QUALIFIED POPULATION IS ABLE TO MATRICULATE AND CONTINUE TO GRADUATION. THE ASSISTANCE PROGRAMS TAKE TWO MAJOR FORMS: MERIT SCHOLARSHIPS AND NEED-BASED FINANCIAL AID. THE STUDENT FIRST APPLIES FOR ASSISTANCE, AND THEN BASED ON THE GRANT CRITERIA (FINANCIAL AND ENROLLMENT), THE FINANCIAL AID DEPARTMENT MONITORS THE AMOUNTS GIVEN BY THE GRANT. GRANT AND SCHOLARSHIP AWARD COMMITTEES AWARD THE RECIPIENTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (17 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROBIN FARIAS-EISNER | ||||||||||||||
| PRESIDENT | $1,300,000 | $0 | $0 | $0 | $53,551 | $0 | $24,750 | $0 | $699 | $0 | $1,379,000 | $0 | $0 | $0 |
| PAULA CRONE | ||||||||||||||
| PROVOST & CHIEF ACADEMIC OFFICER | $495,812 | $0 | $0 | $0 | $34,602 | $0 | $24,750 | $0 | $20,780 | $0 | $575,944 | $0 | $0 | $0 |
| CLIVE HOUSTON-BROWN | ||||||||||||||
| COO (THRU 07/2023) | $226,043 | $0 | $0 | $0 | $296,503 | $0 | $23,112 | $0 | $5,722 | $0 | $551,380 | $0 | $0 | $0 |
| DEVENDRA AGRAWAL | ||||||||||||||
| DIR. TRANSLATIONAL RESEARCH/PROF. | $374,936 | $0 | $67,623 | $0 | $5,191 | $0 | $24,750 | $0 | $16,219 | $0 | $488,719 | $0 | $0 | $0 |
| DAVID CONNETT | ||||||||||||||
| ACTING DEAN COMP (THRU 06/2024) | $415,943 | $0 | $0 | $0 | $3,200 | $0 | $24,750 | $0 | $11,810 | $0 | $455,703 | $0 | $0 | $0 |
| DANIEL WILSON | ||||||||||||||
| PROFESSOR | $395,368 | $0 | $0 | $0 | $10,820 | $0 | $24,750 | $0 | $21,317 | $0 | $452,255 | $0 | $0 | $0 |
| JOSHUA MCFARLEN | ||||||||||||||
| CFO & TREASURER | $369,912 | $0 | $0 | $0 | $272 | $0 | $4,950 | $0 | $28,093 | $0 | $403,227 | $0 | $0 | $0 |
| JEFFREY ELO | ||||||||||||||
| PROF/ADVANCED CLINICAL SERVICES | $350,015 | $0 | $0 | $0 | $378 | $0 | $24,750 | $0 | $27,986 | $0 | $403,129 | $0 | $0 | $0 |
| ROBERT WARREN | ||||||||||||||
| ASC. PRVST CLNCL AFFAIRS/ASC. PROF | $357,073 | $0 | $0 | $0 | $580 | $0 | $24,750 | $0 | $14,248 | $0 | $396,651 | $0 | $0 | $0 |
| STEPHANIE BOWLIN | ||||||||||||||
| SR VP SPECIAL PROJECTS/ ASSOC.PROF | $358,281 | $0 | $0 | $0 | $1,663 | $0 | $24,750 | $0 | $7,100 | $0 | $391,794 | $0 | $0 | $0 |
| DAVID BARON | ||||||||||||||
| PROFESSOR | $325,278 | $0 | $0 | $0 | $5,241 | $0 | $24,750 | $0 | $20,361 | $0 | $375,630 | $0 | $0 | $0 |
| ELIZABETH ANDREWS | ||||||||||||||
| DEAN COL OF DENTISTRY | $334,497 | $0 | $200 | $0 | $1,628 | $0 | $24,750 | $0 | $11,543 | $0 | $372,618 | $0 | $0 | $0 |
| JOHN TEGZES | ||||||||||||||
| INTERIM DEAN VET MED | $317,749 | $0 | $0 | $0 | $1,979 | $0 | $24,085 | $0 | $6,830 | $0 | $350,643 | $0 | $0 | $0 |
| SUNIL PRABHU | ||||||||||||||
| DEAN COLLEGE OF PHARMACY | $299,866 | $0 | $0 | $0 | $1,084 | $0 | $23,284 | $0 | $14,392 | $0 | $338,626 | $0 | $0 | $0 |
| DENISE CORNISH AS OF 072023 | ||||||||||||||
| INTERIM SR. VP SHARED SERVICES | $291,091 | $0 | $0 | $0 | $366 | $0 | $22,639 | $0 | $14,241 | $0 | $328,337 | $0 | $0 | $0 |
| BRADLEY HENSON THRU 072023 | ||||||||||||||
| INTERIM SVP RESEARCH | $283,150 | $0 | $0 | $0 | $378 | $0 | $21,822 | $0 | $10,972 | $0 | $316,322 | $0 | $0 | $0 |
| ELIZABETH ZAMORA | ||||||||||||||
| SR VP EXT. AFFAIRS (AS OF 07/2023) | $172,441 | $0 | $0 | $0 | $225 | $0 | $7,333 | $0 | $5,021 | $0 | $185,020 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A: | HOUSING ALLOWANCE: A BOARD APPROVED HOUSING ALLOWANCE WAS PAID AS A TAXABLE BENEFIT TO THE PRESIDENT, WHICH IS INCLUDED IN COMPENSATION REPORTED ON SCHEDULE J, PART II, COLUMN (B)(III). IN ADDITION, A HOUSING ALLOWANCE WAS PROVIDED TO THE PROVOST AS A TAXABLE BENEFIT AND IS ALSO INCLUDED IN COMPENSATION REPORTED ON SCHEDULE J, PART II, COLUMN (B)(III). |
| PART I, LINE 4A: | SEVERANCE PAYMENT: AN INDIVIDUAL LISTED ON SCHEDULE J, PART II RECEIVED A SEVERANCE PAYMENT WHICH IS REPORTED ON SCHEDULE J, PART II, COLUMN B(III). |
| PART I, LINE 7: | INDIVIDUALS RECEIVED BONUSES BASED ON PERFORMANCE AND OTHER FACTORS AND ARE REPORTED IN SCHEDULE J, PART II, COLUMN B(II). |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CA STATEWIDE COMMUNITIES DEVELOPMENT AUTHORITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 680164610 | BondIssuerEIN |
| CUSIP | 13080SK52 | CUSIPNum |
| Bond Issued | 2007-10-17 | BondIssuedDt |
| Issue Price | $104,900,000 | IssuePriceAmt |
| Purpose | SEE PART VI | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $105,350,895 | TotalProceedsAmt |
| Capitalized Interest | $3,904,806 | CapitalizedInterestAmt |
| Issuance Costs From Proceeds | $1,914,207 | IssuanceCostsFromProceedsAmt |
| Credit Enhancement | $1,648,135 | CreditEnhancementAmt |
| Capital Expenditures | $69,450,895 | CapitalExpendituresAmt |
| Other Spent Proceeds | $28,432,852 | OtherSpentProceedsAmt |
| Substantial Completion | 2009 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | Yes (1) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | Yes (1) | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | Yes (1) | MgmtContractBondFincdPropInd |
| Engage Bond Counsel Contracts | Yes (1) | EngageBondCounselContractsInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00000 | PrivateBusUseByOthersPct |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | Yes (1) | NoRebateDueInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | Yes (1) | HedgeIdentifiedInBksAndRecInd |
Hedge Provider Name HedgeProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WELLS FARGO BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 30.000000000000 | TermOfHedgePct |
| Superintegrated Hedge | Yes (1) | SuperintegratedHedgeInd |
| Hedge Terminated | 0 | HedgeTerminatedInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART 1, LINE 1: | THE PROCEEDS FROM THE BONDS ISSUED ON 10/17/2007 WERE USED BY THE UNIVERSITY FOR THE PURPOSES OF FINANCING THE ACQUISITION, CONSTRUCTIONS, IMPROVEMENT, EXPANSION AND EQUIPPING OF VARIOUS EDUCATIONAL FACILITIES, DEFEASANCE OF CERTAIN OUTSTANDING TAX EXEMPT BONDS AND PAYING COSTS IN CONNECTION WITH THE ISSUANCE OF THE BONDS. THE DATES IN WHICH THE REFUNDED BONDS WERE ISSUED ARE: 04/01/1995 (1995 SERIES A); 05/01/1998 (1998 SERIES A); 06/08/2000 (2000 SERIES B): AND 10/30/2002 (SERIES 2002). |
| PART I, COLUMN E: | THE DIFFERENCE IN THE ISSUE PRICE REPORTED IN PART I, COLUMN E AND TOTAL PROCEEDS IN PART II, LINE 3 RELATES TO INVESTMENT EARNINGS ON NET PROCEEDS. |
| PART IV, LINE 2C: | THE REBATE COMPUTATION WAS LAST PERFORMED IN APRIL 2020. |
Schedule M IRS990ScheduleM
Drugs And Medical Supplies DrugsAndMedicalSuppliesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $141,805 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | MEDICAL EQUIP. | Desc |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $404,721 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 33: | FormAndLineReferenceDesc |
| Explanation | ITEMS OF A DE-MINIMUS OF LESS THAN $10,000, SUCH AS GIFT BASKETS, DOOR PRIZE AWARDS, AND AUCTION ITEMS, ARE NOT REPORTED AS REVENUE. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | THE EXECUTIVE COMMITTEE ("COMMITTEE") CONSISTS OF THE BOARD CHAIR, BOARD VICE CHAIR, TREASURER OF THE BOARD, AND SECRETARY OF THE BOARD. THE UNIVERSITY PRESIDENT SERVES AS AN EX-OFFICIO, NON-VOTING MEMBER OF THE COMMITTEE. THE COMMITTEE ACTS ON BEHALF OF THE BOARD, AS NEEDED, BETWEEN MEETINGS AND TO ASSUME SPECIFIC RESPONSIBILITIES NOT OTHERWISE ASSIGNED TO STANDING OR AD HOC COMMITTEES OR PROHIBITED BY THE UNIVERSITY BY-LAWS. THE COMMITTEE SHALL NOT HAVE AUTHORITY TO DO ANY OF THE FOLLOWING: (A) FILL VACANCIES ON THE BOARD OF TRUSTEES OR ON ANY COMMITTEE OF THE BOARD; (B) FIX COMPENSATION OF THE TRUSTEES FOR SERVING ON THE BOARD OR ON ANY COMMITTEE OF THE BOARD; (C) AMEND OR REPEAL BYLAWS OR ADOPT NEW BYLAWS; (D) AMEND OR REPEAL ANY RESOLUTION OF THE BOARD OF TRUSTEES WHICH BY ITS EXPRESS TERMS IS NOT AMENDABLE OR REPEALABLE; (E) APPOINT ANY OTHER COMMITTEES OF THE BOARD OR THE MEMBERS OF THOSE COMMITTEES; (F) APPROVE ANY TRANSACTION IN WHICH THE UNIVERSITY IS A PARTY AND ONE OR MORE TRUSTEES HAVE A MATERIAL FINANCIAL INTEREST; BETWEEN THE UNIVERSITY AND ONE OR MORE OF ITS TRUSTEES; OR BETWEEN THE UNIVERSITY OR ANY PERSON IN WHICH ONE OR MORE OF ITS TRUSTEES HAVE A MATERIAL FINANCIAL INTEREST. THE COMMITTEE HAS THE RESPONSIBILITY FOR FACILITATING THE BOARD'S ENGAGEMENT IN STRATEGIC PLANNING, ENFORCING CURRENT BOARD POLICIES, AND SERVING AS A SOUNDING BOARD FOR THE UNIVERSITY PRESIDENT AND BOARD CHAIR. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE UNIVERSITY'S PROCESS INVOLVING THE DISTRIBUTION AND REVIEW OF THE FORM 990 IS AS FOLLOWS: THE FINAL COMPLETE FORM 990 IS DISTRIBUTED TO THE UNIVERSITY'S BOARD AUDIT COMMITTEE PRIOR TO ITS FILING WITH THE INTERNAL REVENUE SERVICE. A FULL REVIEW OF THE ENTIRE FORM 990 IS COMPLETED WITH EACH BOARD AUDIT COMMITTEE MEMBER APPOINTED BY THE BOARD OF TRUSTEES. AFTER FULL REVIEW AND DISCUSSION OF INFORMATION REFLECTED IN THE FORM 990, THE COMMITTEE ACCEPTS THE DOCUMENT AND APPROVES ITS FILING TO THE INTERNAL REVENUE SERVICE. THE FORM 990 IS THEN SIGNED BY THE UNIVERSITY'S CHIEF FINANCIAL OFFICER AND ELECTRONICALLY FILED WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE UNIVERSITY MONITORS AND ENFORCES ITS CONFLICT OF INTEREST POLICY ON A CONTINUOUS BASIS THAT INVOLVES CONSIDERATION OF ALL POTENTIAL INTERESTED PERSONS. A COMPREHENSIVE REVIEW AND DISCUSSION OF THE ADOPTED POLICY IS HELD ANNUALLY WITH ALL UNIVERSITY BOARD OF TRUSTEE MEMBERS. AT THIS MEETING, THE BOARD OF TRUSTEES REVIEWS IN DETAIL THE CURRENT POLICY TO ASSURE UNDERSTANDING AND COMPLIANCE WITH THE DISCLOSURE PROCESS. BOARD MEMBERS ARE REQUIRED TO SUBMIT NECESSARY DISCLOSURE FORMS INDICATING WHETHER A CONFLICT EXISTS, AND IF YES, ALL RELATED DETAILS INVOLVING THE POTENTIAL CONFLICT. AN INDEPENDENT REVIEW OF THE DISCLOSURE FORMS IS PERFORMED BY THE UNIVERSITY'S GENERAL COUNSEL, AND IF NECESSARY, A CONFLICT OF INTEREST MANAGEMENT PLAN IS ESTABLISHED. THROUGHOUT THE YEAR, THE UNIVERSITY'S GENERAL COUNSEL MONITORS COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY AND CONFLICT OF INTEREST MANAGEMENT PLANS AND COMMUNICATES REQUIRED STEPS TO BE TAKEN IN THE EVENT OF A POTENTIAL CONFLICT OF INTEREST THAT MAY ARISE AT ANY TIME. FOR POTENTIAL CONTRACTS, OR AGREEMENTS THAT MAY INVOLVE ANY UNIVERSITY EMPLOYEE, A THOROUGH REVIEW IS CONDUCTED BY UNIVERSITY'S LEGAL COUNSEL AND OTHER MEMBERS OF EXECUTIVE MANAGEMENT. IN THE EVENT OF ANY POTENTIAL CONFLICT OF INTEREST EXPOSURE, REQUIRED INFORMATION IS REQUESTED AND REVIEWED ON AN INDEPENDENT BASIS AND A CONFLICT OF INTEREST MANAGEMENT PLAN IS ESTABLISHED. THE INTERESTED PERSON IS EXCUSED FROM PARTICIPATING IN ANY DISCUSSION OR DECISIONS THAT INVOLVE THE OUTCOME OF ANY RELATED TRANSACTIONS. DURING THE EMPLOYEE PRE-ONBOARDING PROCESS, THE UNIVERSITY REQUIRES ALL NEW EMPLOYEES TO REVIEW THE CONFLICT OF INTEREST POLICY AND COMPLETE A CONFLICT OF INTEREST DISCLOSURE FORM. IF THE EMPLOYEE DISCLOSES ANY POTENTIAL CONFLICTS, HR WILL REVIEW AND FACILITATE THE CREATION OF A MANAGEMENT PLAN TO SPECIFY UNIVERSITY EXPECTATIONS REGARDING THE DISCLOSED CONFLICT, BASED ON THE NATURE OF THE DISCLOSED CONFLICT. FOR DISCLOSURES INVOLVING HIGH-LEVEL, COMPLEX, OR POTENTIAL FINANCIAL INTERESTS, HR WILL COORDINATE WITH UNIVERSITY LEGAL COUNSEL TO DETERMINE THE NATURE, IF ANY, OF POTENTIAL FINANCIAL INTERESTS. FOR ALL DISCLOSURES OF A POTENTIAL CONFLICT OF INTEREST, HR PREPARES DOCUMENTATION OUTLINING THE NATURE OF THE CONFLICT AND CONFERS WITH THOSE INVOLVED, ALONG WITH OTHER RELEVANT PARTIES, TO PLAN AND IMPLEMENT MEASURES FOR REMOVING OR PROPERLY MONITORING THE CONFLICT. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ANNUAL DETERMINATION AND APPROVAL OF THE COMPENSATION FOR THE PRESIDENT OF THE UNIVERSITY IS RECOMMENDED BY THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD ("EXECUTIVE COMPENSATION COMMITTEE") AND APPROVED BY THE FULL BOARD OF TRUSTEES. THE UNIVERSITY'S OFFICERS' COMPENSATION IS DETERMINED BY THE PRESIDENT AND APPROVED BY THE EXECUTIVE COMPENSATION COMMITTEE AND FULL BOARD OF TRUSTEES. THE COMPENSATION LEVELS OF REVIEWED EXECUTIVE AND SENIOR LEVEL EMPLOYEES' (AS DEFINED BY THE EXECUTIVE COMPENSATION COMMITTEE OPERATING PROTOCOL), ARE DETERMINED BY THEIR RESPECTIVE SUPERVISORS AND APPROVED BY THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD. ON AN ANNUAL BASIS, THE EXECUTIVE COMPENSATION COMMITTEE CONDUCTS A MEETING TO REVIEW PROPOSED COMPENSATION LEVELS FOR THE UNIVERSITY'S PRESIDENT, UNIVERSITY OFFICERS, EMPLOYEES THAT FALL UNDER THE DISQUALIFIED PERSONS RULE AS WELL AS OTHER EXECUTIVE/SENIOR LEVEL EMPLOYEES AS DEFINED BY THE EXECUTIVE COMPENSATION COMMITTEE OPERATING PROTOCOL. THIS PROCESS INCLUDES THE HIRING OF AN INDEPENDENT CONSULTANT THAT HAS A COMPREHENSIVE UNDERSTANDING AND ABILITY TO ASSESS REASONABLE COMPENSATION LEVELS FOR HIGHLY COMPENSATED EMPLOYEES IN THE HIGHER EDUCATION INDUSTRY. THE INDEPENDENT CONSULTANT ADVISES THE COMMITTEE ON ISSUES SUCH AS MARKET DATA, SALARY RANGES, CHARACTER AND CONDITION OF THE UNIVERSITY, EMPLOYEES' ROLE IN THE UNIVERSITY, PREVAILING RATES OF COMPENSATION FOR COMPARABLE POSITIONS IN COMPARABLE ORGANIZATIONS, ETC. THE INDEPENDENT REPORT DISCLOSES WHAT IS CONSIDERED REASONABLE RANGE COMPENSATION. THE COMMITTEE ALSO REVIEWS INTERNALLY PREPARED EMPLOYEE QUALIFICATIONS AND JOB DESCRIPTIONS TO ASSESS VALUE AND BENEFIT TO THE UNIVERSITY. AFTER A THOROUGH REVIEW AND DISCUSSION OF ALL TYPES OF COMPENSATION AND BENEFITS BEING PROPOSED FOR ALL OFFICERS AND KEY EMPLOYEES, THE COMMITTEE DETERMINES THE REASONABLENESS OF COMPENSATION LEVELS. ONCE IT IS ASSURED THAT THE COMMITTEE IS COMPOSED ENTIRELY OF INDIVIDUALS WHO DO NOT HAVE A CONFLICT OF INTEREST AND ARE UNRELATED TO THE SUBJECT EMPLOYEES, AND INFORMATION SUPPORTING THE COMPENSATION DATA IS INDEPENDENT AND APPROPRIATE, THE COMMITTEE FORMALLY APPROVES AND DOCUMENTS ITS DETERMINATION OF THE COMPENSATION AMOUNTS. DOCUMENTATION OF THIS PROCESS AND APPLICABLE ITEMS IS STORED IN THE "ONBOARD" SYSTEM. MINUTES CONSISTING OF MEMBERS PRESENT, AS WELL AS ACTIONS TAKEN BY ANYONE ON THE COMMITTEE IN THE EVENT OF A CONFLICT OF INTEREST ARE ALSO STORED IN THE "ONBOARD" SYSTEM. THE INFORMATION AND DECISIONS MADE BY THE COMMITTEE MAY BE FORWARDED TO THE FULL BOARD OF TRUSTEES FOR ACCEPTANCE AND APPROVAL, AS APPLICABLE IN ALIGNMENT WITH BOARD OF TRUSTEE APPROVED CHARTER AND EXECUTIVE COMPENSATION COMMITTEE OPERATING PROTOCOL. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE CONFLICT OF INTEREST POLICY, FORM 990, AND FINANCIAL STATEMENTS ARE POSTED ON THE WEBSITE AND ARE MADE WIDELY AVAILABLE TO THE PUBLIC. THE SCHOOL'S GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN SPLIT INTEREST AGREEMENTS 2,965,313. DIFFERENTIAL IN VALUE OF SWAP CONTRACT 1,960,284. SUBSIDIARY ACTIVITY -779,162. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTERNU OREGON PROPERTY LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 309 E SECOND ST | AddressLine1Txt |
| City | POMONA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91766 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | REAL ESTATE HOLDING | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Total Income | $0 | TotalIncomeAmt |
| End Of Year Assets | $0 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTERN UNIVERSITY OF HEALTH SCIENCES | BusinessNameLine1Txt |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PARK HOSPITAL INC | ||||||||||||
| 309 E SECOND STREET | POMONA | CA | 91766 | 951624418 | INVESTMENTS | CA | WESTERNU | C | $2,900 | $644,240 | 0.83440 | Yes (1) |
| COMP ENTERPRISES INC | ||||||||||||
| 309 E SECOND STREET | POMONA | CA | 91766 | 954066063 | INACTIVE | CA | WESTERNU | C | 1.00000 | Yes (1) | ||
| WESTERNU MEDICAL GROUP LLC | ||||||||||||
| 5909 SE 92ND AVENUE | PORTLAND | OR | 97266 | 364899044 | CLINIC SERVICES | OR | WESTERNU | C | Yes (1) | |||
| CHARITABLE REMAINDER ANNUITIES (8) | ||||||||||||
| PRSNL ESTATE | CA | WESTERNU | T | Yes (1) | ||||||||
| CHARITABLE REMAINDER TRUSTS (5) | ||||||||||||
| PRSNL ESTATE | CA | WESTERNU | T | Yes (1) | ||||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTERNU MEDICAL GROUP LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | P | TransactionTypeTxt |
| Involved | $281,331 | InvolvedAmt |
| Method Of Amount Determination | FMV | MethodOfAmountDeterminationTxt |
Comments