2023-05-09T19:33:52-05:00 2022-06-30 135565207 KPMG LLP 550 SOUTH HOPE STREET SUITE 1500 LOS ANGELES CA 90071 990 2021-07-01 852480775 THE UNIVERSITY OF ARIZONA GLOBAL CAMPUS UNIV 8007980584 180 SOUTH ARIZONA AVENUE 301 CHANDLER AZ 85225 LISA KEMP SENIOR VP & CFO 8007980584 2023-05-03 1 LISA KEMP 999009999 DAVID M HIGHFILL P01517891 2139724000 2023-05-01 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z PAUL PASTOREK 180 SOUTH ARIZONA AVENUE 301 CHANDLER AZ 85225 459993879 0 X WWW.UAGC.EDU X 2020 AZ TO PROVIDE A COMMUNITY OF CARING AND GUIDANCE FOR ACADEMIC, FINANCIAL (SEE SCHEDULE O FOR MORE). MENTAL HEALTH, AND CAREER SUPPORT WHILE PROVIDING A PATH THAT MAKES QUALITY COLLEGE EDUCATION ACCESSIBLE TO ADULT LEARNERS THROUGH ONLINE, FLEXIBLE DEGREE AND CERTIFICATE PROGRAMS. 9 9 2587 0 0 0 0 0 300702806 459993879 0 0 0 0 300702806 459993879 102352005 169561128 0 0 35806435 65157493 0 0 0 173821197 230419257 311979637 465137878 -11276831 -5143999 127007579 112552008 57052710 47741138 69954869 64810870 TO PROVIDE A COMMUNITY OF CARING AND GUIDANCE FOR ACADEMIC, FINANCIAL, MENTAL HEALTH, AND CAREER SUPPORT WHILE PROVIDING A PATH THAT MAKES QUALITY COLLEGE EDUCATION ACCESSIBLE TO ADULT LEARNERS THROUGH ONLINE, FLEXIBLE DEGREE AND CERTIFICATE PROGRAMS. 0 0 440515109 169561128 459993879 INSTRUCTIONAL PROGRAM SERVICES - INSTRUCTIONAL PROGRAM SERVICES INCLUDE ALL ACTIVITIES DIRECTLY TIED TO THE EDUCATION SERVICES PROVIDED BY THE UNIVERSITY. THE UNIVERSITY OF ARIZONA GLOBAL CAMPUS HAS STUDENTS ENROLLED IN UNDERGRADUATE, GRADUATE AND DOCTORAL LEVEL PROGRAMS. THE UNIVERSITY OF ARIZONA GLOBAL CAMPUS PROVIDES GRANTS, AND OTHER FINANCIAL ASSISTANCE TO ELIGIBLE STUDENTS. DURING FY22, THE UNIVERSITY AWARDED MORE THAN $169M TO OVER 54,000 STUDENTS. 440515109 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 1 85 0 2587 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 0 1 0 0 X NICOLE KOJI 8667111700 180 SOUTH ARIZONA AVENUE SUITE 301 CHANDLER AZ 85225 NIVINE MEGAHED CHAIR, TRUSTEE 1.00 0.00 X X 0 0 0 LEHMAN BENSON TRUSTEE 1.00 0.00 X 0 0 0 GAIL BURD TRUSTEE 1.00 0.00 X 0 0 0 MARC L MILLER TRUSTEE 1.00 0.00 X 0 0 0 GARY PACKARD TRUSTEE 1.00 0.00 X 0 0 0 KERRI BRIGGS TRUSTEE 1.00 0.00 X 0 0 0 SEAN O'KEEFE TRUSTEE 1.00 0.00 X 0 0 0 TY SMITH TRUSTEE 1.00 0.00 X 0 0 0 OMAR VASQUEZ TRUSTEE 1.00 0.00 X 0 0 0 PAUL PASTOREK PRESIDENT & CEO (START 02/2021) 40.00 0.00 X 0 0 0 JAMES SMITH CFO (THRU 02/2022) 40.00 0.00 X 250851 0 14315 SARAH STEINBERG PROVOST 40.00 0.00 X 351609 0 0 JOSE MENDOZA VP, CONTROLLER (THRU 04/2022) 40.00 0.00 X 240045 0 11716 KATIE SCHEIE COO 40.00 0.00 X 233614 0 3290 IRIS LAFFERTY SR VICE PROVOST 40.00 0.00 X 214438 0 15654 TOMMY SCREEN SVP, CHIEF LEGAL OFFICER AND GENERAL COUNSEL 40.00 0.00 X 159401 0 12274 ROBERT DAUGHERTY DEAN - PROF (THRU 10/2021) 40.00 0.00 X 256926 0 9613 STEPHEN NETTLES VP, INSTITUTIONAL EFFECTIVENESS 40.00 0.00 X 198336 0 8529 KIMBERLY BINGAMAN SENIOR CORP COUNSEL (THRU 01/2022) 40.00 0.00 X 176053 0 5466 COURTNEY FARRELL DEAN, ARTS & SCIENCE 40.00 0.00 X 177321 0 5879 THOMAS BOURGEOIS CIO 40.00 0.00 X 173389 0 13915 CRAIG SWENSON FORMER PRESIDENT 40.00 0.00 X 412176 0 4178 2844159 0 104829 59 1 1 0 FORBES MEDIA LLC 499 WASHINGTON BLVD JERSEY CITY NJ 07310 LICENSING FEE 3125000 I3 GROUP SERVICES LLC 1701 W GOLD RD STE 2-150 ROLLING MEADOWS IL 60008 DATA MGMT NSLDS 1007219 CIVIC SOLUTIONS GROUP LLC 509 OCTAVIA STREET NEW ORLEANS LA 70115 MGMT CONSULTING 647434 KPMG LLP PO BOX 120922 DALLAS TX 753120922 AUDITING SERVICES 262650 ARISTE ADVISORS LLC 104 WEST 40TH ST SUITE 500 NEW YORK NY 10018 FIN/RESTRUCTURING 214500 8 TUITION AND FEES 611600 459993879 459993879 459993879 459993879 459993879 0 0 X 169561128 169561128 2227983 577783 1650200 52964819 47683038 5281781 5319558 4405517 914041 4645133 4215847 429286 55413150 55094785 318365 1761034 1761034 328591 328591 64614271 62812519 1801752 1869262 110723 1758539 24280050 24280050 544025 269750 274275 1117 1117 5712989 5712989 593981 593981 PARTICIPATION FEE 56634387 56634387 BAD DEBT EXPENSE 10755659 10755659 LICENSE FEES 5392822 1955921 3436901 COLLECTION AGENCY FEE 1143025 1143025 1374894 1014977 359917 465137878 440515109 24622769 0 43554711 38788073 34380996 30644985 3580800 1725740 391447 19053 4956 372394 26030362 21671206 19455754 19349610 127007579 112552008 4312557 3931744 52740153 43537258 0 272136 57052710 47741138 X 69954869 64810870 69954869 64810870 127007579 112552008 -5143999 0 X 0 1 X 1 1 1 X 5437 227 5210 187958 10814 177144 198052 8012 190040 372394 UARIZONA AFFILIATION AGREEMENT 17888889 RIGHT OF USE ASSET 1284197 DEPOSITS AND OTHER 176524 19349610 OTHER CURRENT LIABILITIES 272136 272136 X 290432751 0 290432751 169561128 169561128 459993879 295576750 0 295576750 169561128 169561128 465137878 PART X, LINE 2: THE UNIVERSITY IS A NOT-FOR-PROFIT ORGANIZATION EXEMPT FROM FEDERAL INCOME TAXATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS NOT A PRIVATE FOUNDATION WITHIN THE MEANING OF 509(A). PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS 169,561,128. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS 169,561,128. 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 UNIVERSITY PUBLICIZES ITS RACIALLY NONDISCRIMINATORY POLICY TO THE COMMUNITY IT SERVES BY POSTING THE POLICY TO ITS WEBSITE. LINE 6 - EXPLANATION OF GOVERNMENT FINANCIAL AID: THE UNIVERSITY IS AWARDED GRANTS FROM GOVERNMENT AGENCIES, SUCH AS THE DEPARTMENT OF EDUCATION, AND THE CALIFORNIA STUDENT AID COMMISSION TO PROVIDE FINANCIAL AID TO STUDENTS. 1 SCHOLARSHIPS 54836 169561128 PART I, LINE 2: THE UNIVERSITY CONSISTENTLY STRIVES TO PLACE AN OUTSTANDING HIGHER EDUCATION WITHIN THE FINANCIAL REACH OF ALL QUALIFIED APPLICANTS. THE UNIVERSITY PROVIDES INSTITUTIONAL SCHOLARSHIPS TO STUDENTS BASED ON PRE-DETERMINED CRITERIA. PRE-DETERMINED CRITERIA INCLUDES BUT IS NOT IS LIMITED TO: ALUMNI STATUS, FIRST-YEAR STUDENTS, EMPLOYEES OF COMPANIES THAT HAVE PARTNERED WITH THE UNIVERSITY, AND CURRENT AND FORMER MEMBERS OF THE MILITARY, AMONG OTHERS. APPLICANTS ARE REVIEWED IN CONJUNCTION WITH THE UNIVERSITY'S PRE-DETERMINED CRITERIA, AND THE UNIVERSITY MAINTAINS ROBUST RECORD-KEEPING OF EACH APPLICANT. X 1 1 X X 1 0 0 0 0 0 0 0 0 CRAIG SWENSON FORMER PRESIDENT 67980 0 0 0 344196 0 1818 0 2360 0 416354 0 0 0 SARAH STEINBERG PROVOST 351609 0 0 0 0 0 0 0 0 0 351609 0 0 0 ROBERT DAUGHERTY DEAN - PROF (THRU 10/2021) 256926 0 0 0 0 0 1205 0 8408 0 266539 0 0 0 JAMES SMITH CFO (THRU 02/2022) 250851 0 0 0 0 0 7380 0 6935 0 265166 0 0 0 JOSE MENDOZA VP, CONTROLLER (THRU 04/2022) 240045 0 0 0 0 0 6505 0 5211 0 251761 0 0 0 KATIE SCHEIE COO 233614 0 0 0 0 0 3100 0 190 0 236904 0 0 0 IRIS LAFFERTY SR VICE PROVOST 214438 0 0 0 0 0 5894 0 9760 0 230092 0 0 0 STEPHEN NETTLES VP, INSTITUTIONAL EFFECTIVENESS 198336 0 0 0 0 0 0 0 8529 0 206865 0 0 0 THOMAS BOURGEOIS CIO 173389 0 0 0 0 0 4962 0 8953 0 187304 0 0 0 COURTNEY FARRELL DEAN, ARTS & SCIENCE 177321 0 0 0 0 0 5332 0 547 0 183200 0 0 0 KIMBERLY BINGAMAN SENIOR CORP COUNSEL (THRU 01/2022) 176053 0 0 0 0 0 4886 0 580 0 181519 0 0 0 TOMMY SCREEN SVP, CHIEF LEGAL OFFICER AND GENERAL 159401 0 0 0 0 0 4985 0 7289 0 171675 0 0 0 PART I, LINE 1A ONE EMPLOYEE AND ONE BOARD MEMBER RECEIVED FIRST-CLASS TRAVEL FOR MEDICAL PURPOSES. IN ACCORDANCE WITH THE UNIVERSITY'S POLICY, THESE EXCEPTIONS WERE APPROVED BY THE PRESIDENT IN ADVANCE. AMOUNTS WERE NOT TREATED AS TAXABLE COMPENSATION AS THEY WERE FOR REASONABLE BUSINESS PURPOSES. PART I, LINE 4A SEVERANCE: THE FOLLOWING INDIVIDUAL RECEIVED SEVERANCE CRAIG SWENSON $344,196 THE AMOUNT IS REPORTED ON SCHEDULE J, PART II, COL B(III). CIVIC SOLUTIONS GROUP LLC SEE PART V 397357 SEE PART V 0 FORM 990, SCHEDULE L, PART IV PAUL PASTOREK IS AN OFFICER OF CIVIC SOLUTIONS GROUP, LLC. DURING THE YEAR, THE ORGANIZATION PAID CIVIC SOLUTIONS GROUP, LLC FOR MANAGEMENT SERVICES RELATED TO PAUL'S ROLE AS INTERIM PRESIDENT. IN JANUARY 2022, PAUL BECAME EMPLOYED AS THE PRESIDENT. FORM 990, PART VI, SECTION A, LINE 6 THE UNIVERSITY OF ARIZONA GLOBAL CAMPUS' SOLE MEMBER IS THE UNIVERSITY OF ARIZONA FOUNDATION THAT HAS THE POWER TO APPOINT ONE DIRECTOR OF THE CAMPUS AND RESERVES THE POWER TO DISSOLVE OR LIQUIDATE THE CORPORATION AND MAY DECIDE TO FILE A PETITION OR REQUEST OR CONSENT TO AN ORDER FOR RELIEF UNDER FEDERAL BANKRUPTCY LAWS. FORM 990, PART VI, SECTION A, LINE 7A THE UNIVERSITY OF ARIZONA FOUNDATION HAS THE POWER TO APPOINT ONE DIRECTOR AS THE SOLE MEMBER, AND THE UNIVERSITY OF ARIZONA HAS THE POWER TO APPOINT TWO DIRECTORS IN ACCORDANCE WITH THE AFFILIATION AGREEMENT. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM USING INFORMATION PROVIDED BY THE ORGANIZATION. THE FORM 990 IS THEN REVIEWED BY THE ORGANIZATION'S MANAGEMENT, AND A FINAL DRAFT IS SHARED WITH THE ENTIRE BOARD OF DIRECTORS PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S BOARD MEMBERS, OFFICERS, EXECUTIVES, AND KEY EMPLOYEES (COVERED PERSONS) COMPLETE ANNUALLY A CONFLICT OF INTEREST STATEMENT THE PURPOSE OF WHICH IS TO IDENTIFY ANY PERSONAL, FAMILY AND/OR BUSINESS RELATIONSHIPS AND/OR TRANSACTIONS THAT MAY POSE A POTENTIAL CONFLICT. IN INSTANCES WHEN CONFLICTS ARISE, THE MEMBERS WOULD BE PROHIBITED FROM OR INFLUENCING VOTING. FORM 990, PART VI, SECTION B, LINE 15A THE UNIVERSITY, WORKING THROUGH AN INDEPENDENT COMPENSATION COMMITTEE, HAS A PROCESS FOR REVIEWING AND ENDORSING COMPENSATION PACKAGES FOR THE UNIVERSITY'S TOP MANAGEMENT OFFICIAL, THE PRESIDENT. THE BOARD-APPOINTED COMPENSATION COMMITTEE USES APPROPRIATE COMPENSATION COMPARABILITY DATA, AND CONTEMPORANEOUSLY DOCUMENTS ITS DECISIONS. THE LAST REVIEW WAS PERFORMED ON JANUARY 2022. FORM 990, PART XI, SECTION B, LINE 15B: THOUGH COMPENSATION FOR OTHER OFFICERS AND KEY EMPLOYEES ARE NOT APPROVED THROUGH AN INDEPENDENT COMPENSATION COMMITTEE, THE UNIVERSITY HAS A COMPENSATION TEAM WHICH BENCHMARKS ALL COMPENSATION TO NATIONAL MARKET RANGES. FORM 990, PART VI, SECTION C, LINE 19 AS A PRIVATE UNIVERSITY, GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE NOT REQUIRED TO BE MADE AVAILABLE TO THE PUBLIC. HOWEVER, THE UNIVERSITY MAKES AVAILABLE ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ON ITS WEBSITE. IN ADDITION, THE UNIVERSITY'S FORM 990, WHICH INCLUDES FINANCIAL DATA, IS MADE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G MARKETING FEES: PROGRAM SERVICE EXPENSES 59,491,392. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 59,491,392. OTHER FEES FOR SERVICES: PROGRAM SERVICE EXPENSES 3,321,127. MANAGEMENT AND GENERAL EXPENSES 1,801,752. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,122,879. THE UNIVERSITY OF ARIZONA FOUNDATION 1111 NORTH CHERRY AVENUE TUCSON AZ 85721 866050388 SUPPORT AZ 501(C)(3) LINE 7 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0