2023-05-04T18:01:04-07:00 2022-06-30 910189318 Moss Adams LLP 601 W Riverside Ave Ste 1800 Spokane WA 99201 990 2021-07-01 061744054 PACIFIC NORTHWEST UNIVERSITY OF HEALTH SCIENCES PACI 5094525100 111 University Parkway Suite 202 Yakima WA 98901 Carol Aiken Interim Chief Financial Officer 5092497711 2023-05-04 1 Emina Cresswell P01217304 5097770218 2023-05-04 1 11 1 AAL2 2021 2023-04-26 12:10:37Z Michael Lawler 111 University Parkway Suite 202 Yakima WA 98901 39707809 0 X www.pnwu.edu X 2005 WA Pacific Northwest University of Health Sciences educates and trains health care professionals emphasizing service among rural and medically underserved communities throughout the Northwest. 20 20 450 20 0 0 10379669 2765859 34840794 36533079 119181 83874 154279 138108 45493923 39520920 337496 360329 0 0 21600748 22661186 0 0 827325 8734447 10066978 30672691 33088493 14821232 6432427 115542544 122000171 46248264 46589508 69294280 75410663 Pacific Northwest University of Health Sciences educates and trains health care professionals emphasizing service among rural and medically under-served communities throughout the Northwest. 0 0 22922764 360329 36533079 The University provided education and training to students pursuing a Doctorate in Osteopathic medicine, and continued development of new degree programs in Physical Therapy and Occupational Therapy. PNWU engaged in partner education and training programs with other universities. 0 0 0 22922764 1 1 0 1 0 0 0 0 0 1 1 0 0 0 0 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 224 0 1 450 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X Carol Aiken 5092497711 111 University Parkway Suite 202 Yakima WA 98901 Michael Lawler PhD President 40 0 X 421369 0 39859 Thomas Scandalis DO Dean, COM 40 0 X 363775 0 45021 Edward Bilsky Provost 40 0 X 319620 0 35239 Anita Showalter DO Associate Dean Clinical Ed 40 0 X 273206 0 29081 Frank Alvarez Chief Operations Officer 40 0 X 259155 0 36783 Ann Hittle Chief Financial Officer 40 0 X 256649 0 33067 Mirna Ramos-Diaz Chief Diversity Officer 40 0 X 247209 0 34491 Stephen Laird DO Associate Dean Student Affairs 40 0 X 226517 0 34015 Russell Maier Associate Dean for GME 40 0 X 227798 0 30139 Robert Sorrells Associate Dean Pre-Clincal Ed 40 0 X 214245 0 34029 William Elliott Chair of Biomedical Sciences 40 0 X 210041 0 32052 Michele Erickson Chief Development Officer 40 0 X 170899 0 30469 Jameson Watkins Chief Information Officer 40 0 X 169960 0 26087 Erin Murphy Chief Human Resources Officer 40 0 X 148466 0 26892 Dean O'Driscoll Chief Communications Officer 40 0 X 134076 0 22208 Maria Benavides MEd Trustee 1 0 X 0 0 0 Dion Booras DO Trustee 1 0 X 0 0 0 Vaughan Bulfinch Trustee 1 0 X 0 0 0 Marie Cadwell-Meyer Trustee 1 0 X 0 0 0 Federico Cruz-Uribe MD Trustee 1 0 X 0 0 0 Robert Wilmouth Trustee 1 0 X 0 0 0 Daniel Dunbar Trustee 1 0 X 0 0 0 Karen Hyatt BA Trustee 1 0 X 0 0 0 Karen Ireland MD Trustee 1 0 X 0 0 0 Norman Johnson Trustee 1 0 X 0 0 0 Bruce Kinney DDS Trustee 1 0 X 0 0 0 Kristen Larson MD Trustee 1 0 X 0 0 0 Sarah Penney Med Trustee 1 0 X 0 0 0 Davis Washines Trustee 1 0 X 0 0 0 Catherine Potts MD Chair 1 0 X X 0 0 0 John Vornbrock MHA Vice Chair 1 0 X X 0 0 0 Vickie Ybarra PhD Secretary 1 0 X X 0 0 0 Kevin Van Nortwick CPA Treasurer 1 0 X X 0 0 0 Priscilla Cadwell Asst Secretary-Treasurer 1 0 X X 0 0 0 Dennis Fulton JD Imm. Past Chair 1 0 X X 0 0 0 3642985 0 489432 50 0 1 0 Let It Shine Commercial Cleaning Services LLC 3005 Castlevale Rd 40 Yakima WA 98902 Janitorial 361435 PPC Solutions INC 18303 E Appleway Spokane Valley WA 99016 Security 224355 Digital Design & Development PO Box 583 Selah WA 98942 Construction Management 219919 Smithgroup JJR 550 South Hope St Ste Los Angeles CA 90071 Architect 200178 Lane Powell PC PO Box 91302 Seattle WA 98111 Legal Services 103365 6 0 0 50380 0 964392 1751087 6092 2765859 Tuition and Fees 900099 34555365 34555365 0 0 Partner Programs 900099 1168482 1168482 0 0 809232 809232 0 0 36533079 86649 0 0 86649 0 0 0 0 0 0 0 0 189450 0 34705 0 154745 0 154745 0 0 154745 126326 0 129101 0 -2775 0 -2775 0 0 -2775 6446 50380 23083 -16637 0 -16637 0 39520920 36533079 0 221982 0 0 360329 360329 0 0 0 0 2919432 1280018 1409146 230268 0 0 0 0 15413228 12168631 2918350 326247 1152708 857348 263737 31623 1871692 1392106 428239 51347 1304126 969968 298381 35777 0 0 0 0 82577 11506 71071 0 93796 0 93796 0 60000 0 60000 0 0 0 36273 36273 2795661 2110747 650463 34451 0 0 0 0 88392 35342 52705 345 631787 257058 352028 22701 0 0 0 0 461582 196952 264630 0 0 0 0 0 0 0 0 0 557670 361150 164265 32255 1235960 494384 741576 0 0 0 0 0 1809033 723613 1085420 0 358855 143542 215313 0 Student Expenses 1008188 1000239 5038 2911 Recruitment 107739 101762 4998 979 Supplies 558021 312607 186993 58421 Accreditation Fees and Dues & Licenses 181444 145462 35982 0 33088493 22922764 9338404 827325 2573843 9276012 41124510 42430792 5450306 3990800 1195169 1027576 0 0 0 0 0 0 0 0 523961 356548 75831920 13847475 61604422 61984445 2497403 2349680 0 0 0 0 0 0 572930 584318 115542544 122000171 5681334 5759021 0 0 3233552 5157909 37333378 35672578 0 0 0 0 0 0 0 0 0 0 46248264 46589508 X 64249147 71447815 5045133 3962848 69294280 75410663 115542544 122000171 X 6432427 -316045 0 0 0 1 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 60000 0 0 60000 0 Schedule C, Part II-B, Line 1 PNWU paid Knutson Consulting to lobby on its behalf. 2289652 286895 -318959 82600 0 0 2174988 1554320 375017 420015 59700 0 0 2289652 1512898 26306 71516 56400 0 0 1554320 1435844 76189 79796 78931 0 0 1512898 1203534 208756 91627 68073 0 0 1435844 0 0.957 0.043 0 0 0 24285750 24285750 0 41619081 8782488 32836593 0 54443 54443 0 0 8608605 5010544 3598061 0 1264041 0 1264041 61984445 0 0 X 39239038 -316045 0 0 57788 -258257 39497295 23625 0 23625 39520920 33122656 0 0 0 57788 57788 33064868 23625 0 23625 33088493 Schedule D, Part V, Line 4 The intended use of endowment funds are for Student Scholarships. Schedule D, Part X, Line 2 The University is exempt from federal and state income taxes under the provisions of Section 501(c)(3) of the Internal Revenue Code except to the extent of unrelated business income tax under Sections 511 through 515. In accordance with requirements related to accounting for uncertain tax positions, the University had no certain tax positions as of June 30, 2022 and 2021. The University files income tax returns in the U.S. federal jurisdiction. In addition, the University has no material unrelated business income subject to tax at June 30, 2022 and 2021. Schedule D, Part XI, Line 2d Rental expense of $34,705 from Part VIII Line 6b and Fundraising expense of $23,083 from Part VIII Line 8b. Schedule D, Part XII, Line 2d Rental expense of $34,705 from Part VIII Line 6b and Fundraising expense of $23,083 from Part VIII Line 8b. 1 1 0 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 Schedule E, Part I, Line 3 PNWU publishes the racially nondiscriminatory policy on student applications and recruitment materials. Since PNWU recruits from a geographically wide area, publicizing through newspaper or broadcast media is not suitable. The organization's publicly accessible internet homepage provides a direct link to the organization's racially nondiscriminatory policy. Schedule E, Part I, Line 6 Federal Financial Aid is provided to eligible students. Golf Tournament 2021 56826 50380 6446 0 2726 10830 6741 0 2786 0 0 56826 50380 6446 0 2726 10830 6741 0 2786 23083 -16637 1 Scholarships 41 164325 0 0 CARES ACT Grant (American Rescue Plan HEERF III) 199 196004 0 0 Schedule I, Part I, Line 2 Institutional scholarship funds are awarded by the PNWU Scholarship Committee after receiving authorization from the Controller/Finance office and according to the donor guidelines. All recipients reside in the US and funds are for US Institutions. CARES Act student grants were awarded to students by requesting emergency financial aid funds. Requests were approved by the Student Cares Team and authorized by the CFO. All recipients reside in the US and funds are for US institutions. X 1 1 X X 0 1 0 0 0 0 0 0 0 Michael Lawler PhD President 420246 0 0 0 1123 0 26100 0 15004 0 462473 0 0 0 Edward Bilsky Provost 318773 0 0 0 847 0 26100 0 9724 0 355444 0 0 0 Ann Hittle Chief Financial Officer 255653 0 0 0 996 0 24463 0 9724 0 290836 0 0 0 Frank Alvarez Chief Operations Officer 256203 0 0 0 2952 0 24238 0 13644 0 297037 0 0 0 Michele Erickson Chief Development Officer 169597 0 0 0 1302 0 16789 0 15004 0 202692 0 0 0 Jameson Watkins Chief Information Officer 169300 0 0 0 660 0 17024 0 9724 0 196708 0 0 0 Erin Murphy Chief Human Resources Officer 146856 0 0 0 1610 0 14062 0 13644 0 176172 0 0 0 Dean O'Driscoll Chief Communications Officer 132774 0 0 0 1302 0 13081 0 9724 0 156881 0 0 0 Mirna Ramos-Diaz Chief Diversity Officer 246079 0 0 0 1130 0 23336 0 13644 0 284189 0 0 0 Thomas Scandalis DO Dean, COM 361591 0 0 0 2184 0 26100 0 20904 0 410779 0 0 0 Anita Showalter DO Associate Dean Clinical Ed 272067 0 0 0 1139 0 13917 0 5267 0 292390 0 0 0 Russell Maier Associate Dean for GME 226526 0 0 0 1272 0 21110 0 9724 0 258632 0 0 0 Stephen Laird DO Associate Dean Student Affairs 223565 0 0 0 2952 0 20848 0 13644 0 261009 0 0 0 Robert Sorrells Associate Dean Pre-Clincal Ed 212973 0 0 0 1272 0 22795 0 13644 0 250684 0 0 0 William Elliott Chair of Biomedical Sciences 207569 0 0 0 2472 0 19312 0 13644 0 242997 0 0 0 Schedule J, Part I, Line 1a Dues to the Country Club for business meals only for the PNWU President and Provost. Only social dues are paid for the use of the dining facilities with key donors. The amount of the social dues has been reported as taxable compensation. Schedule J, Part I, Line 4 Michael Lawler participates in a 457(f) plan. A Washington Higher Education Facilities Authority 911306482 2018-03-01 42630000 Refunding Revenue Bonds 0 0 0 A 6660000 0 42630000 0 0 0 380622 0 0 0 42249378 0 2018 1 0 1 1 A 0 0 1 1 0 0 0 0 0 0 1 A 0 0 1 0 1 0 0 0 1 A 1 Schedule K, Part III, Line 3a-03/01/2018 42,630,000 Washington Higher Education Facilities Authority The only arrangements that the University has in connection with bond finance facilities that could give rise to private business use of bond financed property are a contract with a private cafe/caterer that operates at a loss for the benefit of the students, and a vending machine contract with the Coca Cola Company. The University believes these contracts fall within the incidental use exceptions to the private business use restrictions applicable to bond financed property, by reason of Treas. Sec. 1.1141-3(d)(5) Form 990, Part VI, Section B, Line 11b The 990 is reviewed by the members of the Finance Committee and presented to the Board of Trustees for questions and approval. Form 990, Part VI, Section B, Line 12c The PNWU Conflict of Interest policy is designed to ensure that interests are disclosed and that these interests do not interfere with the impartiality of the individual or outweigh the overarching duty to secure and ensure the academic and fiscal integrity of the institution when contemplating entering into a transaction or arrangement that might benefit the private interest of an officer, trustee, or employee. This policy is intended to supplement but not replace an applicable state or federal laws governing conflict of interest applicable to nonprofit and charitable organizations. The PNWU policy covers trustees, employees, and students when the individual has a direct of indirect financial interest. To ensure compliance, each trustee and employee completes a disclosure form on an annual basis. For the Board of Trustees, if a conflict of interest in a matter is determined, the interested trustee shall be required to leave the meeting prior to the discussion of, and the vote on, the proposed transaction or arrangement. The board shall approve the transaction or arrangement only upon a finding, by a majority of the disinterested trustees, that the transaction or arrangement is in the university's best interest, is for the university's benefit, and is fair and reasonable to the university. The board's process is monitored continuously by the board chair with the question raised prior to the start of each board meeting regarding conflicts with agenda items listed. Effective April 2012, this policy/procedure has been implemented with all employees as well. Form 990, Part VI, Section B, Line 15 Compensation for the President and other Chief Officers/Executives are set and approved by a compensation committee of the Board of Trustees, and the executive committee of the Board of Trustees, following a review of comparability and performance data. A third party, Segal, conducts a review to verify reasonableness of executive compensation. Segal completed the most recent review in April 2021. Decisions regarding executive compensation are documented in the committee's meeting minutes. Form 990, Part VI, Section C, Line 19 PNWU makes its Conflicts of Interest policy available to the public upon request. PNWU currently does not make its audited financial statements or governing documents available to the public. Form 990, Part XI, Line 9 Rounding adjustment