2023-07-12T10:47:30-05:00 2022-08-31 410746749 CLIFTONLARSONALLEN LLP 301 NORTH LAKE AVENUE SUITE 900 PASADENA CA 91101 990 2021-09-01 950948050 SOUTHERN CALIFORNIA UNIVERSITY OF HEALTH SCIENCES SOUT 5629478755 16200 E AMBER VALLEY DRIVE WHITTIER CA 90604 THOMAS K ARENDT VP-FINANCE AND BUSINESS AFFAIRS 5629023355 2023-06-30 1 THOMAS ARENDT 999009999 DAVID ROBYDEK P02127582 6267933600 2023-06-30 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z THOMAS K ARENDT 16200 E AMBER VALLEY DRIVE WHITTIER CA 90604 50741056 0 X WWW.SCUHS.EDU X 1948 CA SEE SCHEDULE O. TO EDUCATE STUDENTS AS COMPETENT, CARING AND SUCCESSFUL PRACTITIONERS OF INTEGRATIVE HEALTHCARE. 14 14 441 11 19980 0 2042415 2133965 38075514 44144759 971181 1049838 2918964 -293480 44008074 47035082 1476476 472608 0 0 19446648 24209144 0 0 341014 14584851 16865416 35507975 41547168 8500099 5487914 39889743 42408419 4889676 5384740 35000067 37023679 X THE MISSION OF SCU IS TO EDUCATE STUDENTS AS COMPETENT, CARING AND SUCCESSFUL PRACTITIONERS OF INTEGRATIVE HEALTHCARE. THE UNIVERSITY IS COMMITTED TO PROVIDING EXCELLENCE IN ACADEMICS, SCHOLARSHIP, SERVICE AND LEADERSHIP THROUGH ITS OFFERINGS OF BACHELOR, MASTER AND DOCTORATE PROGRAMS. 0 0 26384635 472608 44767387 INTEGRATED HEALTHCARE EDUCATION: THE MISSION OF SOUTHERN CALIFORNIA UNIVERSITY OF HEALTH SCIENCES (SCU) IS TO EDUCATE STUDENTS AS COMPETENT, CARING AND SUCCESSFUL PRACTITIONERS OF INTEGRATIVE HEALTHCARE. THE UNIVERSITY IS COMMITTED TO PROVIDING EXCELLENCE IN ACADEMICS, SCHOLARSHIP, SERVICE AND LEADERSHIP THROUGH ITS BACHELOR, MASTER, AND DOCTORATE LEVEL PROGRAMS. SCU OFFERS SEVEN MAIN DEGREE PROGRAMS. 1) DOCTORATE OF CHIROPRACTIC DEGREE (DC), 2) MASTER OF ACUPUNCTURE AND CHINESE MEDICINE (MACM), 3) DOCTORATE OF CHINESE MEDICINE (DACM), 4) BACHELOR OF SCIENCE IN HEALTH SCIENCES (BSHS), 5) MASTER OF SCIENCE: PHYSICIAN ASSISTANT, 6) MASTER OF SCIENCE IN HUMAN GENETICS AND GENOMICS (MSHGG), AND 7) MASTER OF SCIENCE IN MEDICAL SCIENCE (MSMS). IN ADDITION TO THESE, SCU OFFERS CERTIFICATE PROGRAMS IN AYURVEDA, HEALTH EDUCATION, AND HUMAN GENETICS AND GENOMICS, AS WELL AS AN ACCELERATED SCIENCE PREREQUISITE COMPLETION PROGRAM (AS). IN FALL 2021, THERE WERE 1,123 STUDENTS ENROLLED IN DEGREE AND CERTIFICATE PROGRAMS AT SCU IN THE FOLLOWING PROGRAMS. 1) 686 IN DC, 2) 0 IN MACM, 3) 83 IN DACM, 4) 17 IN BSHS, 5) 17 IN MSHGG, 6) 102 IN AYURVEDA, 7) 147 IN PA, 8) 71 IN MSMS. ADDITIONALLY, THERE WERE 811 LECTURE ENROLLMENTS IN AS COURSES DURING FALL 2021. A TOTAL OF 260 DEGREES WERE GRANTED DURING THE YEAR - 132 DOCTORATE DEGREES, 124 MASTER DEGREES, AND 4 BACHELOR DEGREES. 26384635 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 64 0 1 441 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X THOMAS K ARENDT 5629023355 16200 E AMBER VALLEY DRIVE WHITTIER CA 90604 THOMAS BAKMAN BOARD CHAIR 2.00 X X 0 0 0 MARTIN GALLEGOS BOARD VICE CHAIR 2.00 X X 0 0 0 JASON JANKOWIAK BOARD TREASURER 2.00 X X 0 0 0 WILLIAM VALUSEK BOARD SECRETARY 2.00 X X 0 0 0 NICK JACOBS BOARD MEMBER 2.00 X 0 0 0 JOHN PECCHIA BOARD MEMBER 2.00 X 0 0 0 SONJA GIBSON BOARD MEMBER 2.00 X 0 0 0 CYNTHIA BAUM BOARD MEMBER 2.00 X 0 0 0 RON LAU BOARD MEMBER 2.00 X 0 0 0 SAMANTHA SIMMONS BOARD MEMBER 2.00 X 0 0 0 DINA SCHENK BOARD MEMBER 2.00 X 0 0 0 LAKEISHA MARSH BOARD MEMBER 2.00 X 0 0 0 WILLIAM KEPPLER ASSOCIATE BOARD MEMBER 1.00 X 0 0 0 JOHN SCARINGE PRESIDENT 40.00 X 470555 0 38238 TOM ARENDT VP - FINANCE AND BUSINESS AFFAIRS/CFO 40.00 X 212530 0 34460 MELISSA NAGARE VP - SCU HEALTH SYSTEM & CHIEF CLINICAL OFFICER 40.00 X 186963 0 24507 TAMARA ROZHON PROVOST 40.00 X 253407 0 36382 CHUCK SWEET CHIEF OF STAFF 40.00 X 220830 0 17213 ROSSLYN BYOUS DIRECTOR OF DEI 40.00 X 202498 0 13677 MICHAEL RAMCHARAN ASST PROVOST 40.00 X 165596 0 32026 MELANIE CATALANO PHYSICIAN ASST PROGRAM DIRECTOR 40.00 X 162542 0 8276 JIM BRENNER EXECUTIVE DIRECTOR OF MARKETING 40.00 X 165760 0 27544 JONATHON EGAN ASST PROVOST 40.00 X 164635 0 32092 2205316 0 264415 25 0 1 0 SYNOPTEK 412 E PARKCENTER BLVD STE 300 BOISE ID 83706 OUTSOURCED IT SERVICES 1826512 IN FOCUS ADVERTISING INC 5137 CLARETON DR STE 200 AGOURA HILLS CA 91301 MARKETING CONSULTANT 1122052 RUFFALO NOEL LEVITZ LLC 415 12TH AVE SE STE 100 CEDAR RAPIDS IA 52401 MARKETING CONSULTANT 786244 PONCE HEALTH SCIENCES UNIVERSITY PO BOX 7004 PONCE PR 00732 EDUCATIONAL INSTITUTION 517025 BISK EDUCATION INC 9417 PRINCESS PALM AVE STE 400 TAMPA FL 33619 CURRICULUM DEVELOPMENT 460250 5 2000603 133362 2133965 TUITION AND FEES 611600 42861133 42861133 HEALTH CENTERS 611710 1179480 1179480 OTHER SUPPORT SERVICES 611710 104146 84166 19980 44144759 642608 642608 4434 0 4434 4434 4434 3718235 25300 3323924 12381 394311 12919 407230 407230 71755 369669 -297914 -297914 47035082 44767387 19980 113750 X 472608 472608 1689503 525317 1009879 154307 18529871 15338448 3093459 97964 643467 500201 138388 4878 1964518 1422200 533334 8984 1381785 1207811 166289 7685 18583 18583 116886 18160 98726 80816 80816 94501 94501 6334068 3193256 3122229 18583 2983140 6684 2976456 173121 56819 116162 140 1486353 767665 693388 25300 185416 95372 86068 3976 6950 6950 1193714 1193714 281176 3981 277195 ALL OTHER EXPENSES 2632499 1581348 1036729 14422 DUES, FEES, AND SUBSCRI 516555 426177 85603 4775 UTILITIES 392229 392229 BAD DEBT EXPENSE 331892 331892 37517 37517 41547168 26384635 14821519 341014 6016791 10871254 333286 0 93576 0 621846 776154 55423 37011 181708 199516 908498 959022 36122070 24916371 10963253 11205699 20715362 18359763 39889743 42408419 3616181 4276017 1030290 865518 243205 243205 4889676 5384740 X 31362239 33594966 3637828 3428713 35000067 37023679 39889743 42408419 5487914 -3464302 0 X X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 103000 103000 0 PART II-B, LINE 1: FEES FOR PROFESSIONAL SERVICES DIRECTLY RELATED TO LOBBYING. THE UNIVERSITY PAYS A LOBBYIST TO SUPPORT DIFFERENT INITIATIVES (PROPOSED BILLS, ETC.) AFFECTING THE CHIROPRACTIC AND ACUPUNCTURE PROFESSIONS. 2277791 -280480 -55165 2052476 2390987 308055 448717 2277791 2151323 245664 6000 2390987 2030719 139354 18750 2151323 1995974 70245 35500 2030719 0.75440 0.24560 0 0 3548364 3548364 6183436 4977420 1206016 15721763 12102119 3619644 10124098 7350349 2773749 544409 486483 57926 11205699 ASSET RETIREMENT OBLIGATION 243205 243205 X 43139645 -3464302 369669 -3094633 46234278 94501 706303 800804 47035082 41116033 369669 369669 40746364 94501 706303 800804 41547168 PART V, LINE 4: ENDOWMENT FUNDS ARE USED IN ACCORDANCE WITH THE DONORS' EXPRESSED INTENTIONS FOR THE FUNDS, SUCH AS SCHOLARSHIPS, RESEARCH, ETC. PART X, LINE 2: THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT THE UNIVERSITY IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501 (C)(3) OF THE INTERNAL REVENUE CODE. THE UNIVERSITY IS ALSO EXEMPT FROM STATE INCOME TAXES. HOWEVER, ANY UNRELATED BUSINESS INCOME MAY BE SUBJECT TO TAXATION. THE UNIVERSITY FOLLOWS THE ACCOUNTING STANDARDS FOR CONTINGENCIES IN EVALUATING UNCERTAIN TAX POSITIONS. THIS GUIDANCE PRESCRIBES RECOGNITION THRESHOLD PRINCIPLES FOR THE FINANCIAL STATEMENT RECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. NO LIABILITY HAS BEEN RECOGNIZED BY THE UNIVERSITY FOR UNCERTAIN TAX POSITIONS AS OF AUGUST 31, 2022 AND 2021. THE UNIVERSITY'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 369,669. PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS 472,068. HEALTH CENTER WRITE OFFS 234,235. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 369,669. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS 472,068. NON-OPERATING ALLOWANCE FOR CLINIC ADVANCES RECEIVABLE HEALTH CENTER WRITE OFFS 234,235. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE STATEMENT IS PUBLISHED AT VARIOUS TIMES THROUGHOUT THE YEAR ON SOCIAL MEDIA ANNOUNCING REGISTRATION DATES AND PROGRAMS OFFERED. THE UNIVERSITY FOLLOWS A NON-DISCRIMINATORY POLICY REGARDING ALL PROGRAMS. ENROLLMENT OF STUDENTS IS WITHOUT DISCRIMINATION AS TO RACE, RELIGION, SEX, COLOR, NATIONAL ORIGIN, SEXUAL ORIENTATION, GENDER IDENTITY, OR ANY OTHER PROTECTED CLASS. RECRUITMENT PROCEDURES ARE DESIGNED AND CARRIED OUT TO REACH STUDENTS OF ALL RACIAL SEGMENTS IN THE GEOGRAPHICAL AREA SERVED. SCHEDULE E, PART I, LINE 6 THE UNIVERSITY RECEIVES SUPPORT FROM THE UNITED STATES GOVERNMENT IN CONNECTION WITH STUDENT AID PROGRAMS SUCH AS FEDERAL WORK STUDY PROGRAMS AND FEDERAL DIRECT LOAN PROGRAMS. 1 ALUMNI SCHOLARSHIPS 13 12500 DEFERRED ACTION CHILD ARRIVAL 13 27534 INTERNATIONAL 47 44291 YELLOW RIBBON MATCH 10 34205 ENDOWED 37 123455 LEGACY 15 9204 PRESIDENTIAL AWARD 1 12206 OLYMPIC ATHLETE 3 37332 NEW STUDENT SCHOLARSHIPS 218 167593 OTHER 10 4288 PART I, LINE 2: SCHOLARSHIPS ARE AVAILABLE TO STUDENTS WHO ARE ACTIVE IN SCHOOL FUNCTIONS AND THE SOCIAL BETTERMENT OF HEALTH PROFESSIONS. THE SCHOLARSHIPS REFLECT AN APPRECIATION OF THE SERVICE COMMITMENT AS WELL AS ACADEMIC PERFORMANCE. GRANTS, LOANS, AND SCHOLARSHIPS ARE AWARDED TO STUDENTS BASED ON FINANCIAL NEED, ACADEMIC STATUS, ABILITY TO BENEFIT, AND OTHER CRITERIA. DOCUMENTATION OF STUDENT ELIGIBILITY IS MAINTAINED ON FILE IN THE STUDENT FINANCIAL AID OFFICE AND IS SUBJECT TO ANNUAL INDEPENDENT AUDIT. X X X X 0 0 0 0 0 0 0 0 0 JOHN SCARINGE PRESIDENT 408055 0 62500 0 0 0 14500 0 23738 0 508793 0 0 0 TAMARA ROZHON PROVOST 239607 0 13800 0 0 0 12644 0 23738 0 289789 0 0 0 TOM ARENDT VP - FINANCE AND BUSINESS AFFAIRS/CF 212530 0 0 0 0 0 10722 0 23738 0 246990 0 0 0 CHUCK SWEET CHIEF OF STAFF 212530 0 8300 0 0 0 11137 0 6076 0 238043 0 0 0 ROSSLYN BYOUS DIRECTOR OF DEI 202498 0 0 0 0 0 10236 0 3441 0 216175 0 0 0 MELISSA NAGARE VP - SCU HEALTH SYSTEM & CHIEF CLINI 186963 0 0 0 0 0 9577 0 14930 0 211470 0 0 0 MICHAEL RAMCHARAN ASST PROVOST 161596 0 4000 0 0 0 8288 0 23738 0 197622 0 0 0 JONATHON EGAN ASST PROVOST 160635 0 4000 0 0 0 8354 0 23738 0 196727 0 0 0 JIM BRENNER EXECUTIVE DIRECTOR OF MARKETING 160760 0 5000 0 0 0 8386 0 19158 0 193304 0 0 0 MELANIE CATALANO PHYSICIAN ASST PROGRAM DIRECTOR 160917 0 1625 0 0 0 8276 0 0 0 170818 0 0 0 INTEGRATIVE PRACTITIONERS CORPORATION IPC IS 49% OWNED BY PRESIDENT JOHN SCARINGE ORGANIZATIONAL START-UP COSTS AND CASH FLOW SUPPORT FOR OPERATIONS X 835000 1 1 1 INTEGRATIVE PRACTITIONERS CORPORATION IPC IS 49% OWNED BY PRESIDENT JOHN SCARINGE 168 FACILITY MANAGEMENT SERVICES 0 FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE OF THE BOARD OF REGENTS SHALL CONSIST OF FIVE TO SEVEN MEMBERS. THE BOARD SHALL ELECT A CHAIR, A VICE CHAIR, A SECRETARY AND UP TO FOUR ADDITIONAL MEMBERS AT ITS ANNUAL MEETING. THE EXECUTIVE COMMITTEE SHALL POSSESS NO POWERS BEYOND THOSE SPECIFICALLY DELEGATED TO IT BY THE BOARD. THE MINUTES AND ANY ACTION TAKEN ON BEHALF OF THE BOARD OF REGENTS SHALL REQUIRE FORMAL RATIFICATION AT THE BOARD'S NEXT MEETING. THE EXECUTIVE COMMITTEE OF THE BOARD SHALL HAVE AND EXERCISE THE AUTHORITY OUTLINED IN THE BYLAWS CONCERNING THE MANAGEMENT OF THE BUSINESS AFFAIRS OF THIS CORPORATION DURING THE PERIODS BETWEEN THE MEETINGS OF THE BOARD, EXCEPT FOR THE POWERS EXPLICITLY RESERVED TO THE BOARD UNDER SECTION 5212 OF NON-PROFIT PUBLIC BENEFIT CORPORATION LAW. SPECIFICALLY, THE FOLLOWING MATTERS SHALL BE RESERVED FOR THE BOARD OF REGENTS: PRESIDENTIAL SELECTION, COMPENSATION AND TERMINATION; BOARD OF REGENTS MEMBERSHIP AND BOARD OFFICER SELECTION; BOARD BYLAW AMENDMENTS; CHANGES TO THE INSTITUTION'S MISSION; THE INCURRENCE OF INDEBTEDNESS; THE APPROVAL OF THE ANNUAL BUDGET; AND THE CONFERRAL OF DEGREES. IN ADDITION, THE EXECUTIVE COMMITTEE SHALL OVERSEE THE WORK OF THE STANDING COMMITTEES OF THE BOARD AND THE INSTITUTION'S PLANNING PROCESS, AS WELL AS PROVIDE GUIDANCE AND SUPPORT TO THE UNIVERSITY PRESIDENT. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS FIRST REVIEWED BY THE DIRECTOR OF ACCOUNTING AND THE VP OF FINANCE AND BUSINESS AFFAIRS. IT IS THEN PRESENTED TO THE AUDIT, RISK & COMPLIANCE COMMITTEE OF THE BOARD OF REGENTS FOR REVIEW AND APPROVAL, AND FINALLY TO THE FULL BOARD, PRIOR TO THE ISSUANCE OF THE FINAL 990. FORM 990, PART VI, SECTION B, LINE 12C THE UNIVERSITY HAS DEVELOPED A PROCESS FOR REGULARLY MONITORING AND ANNUALLY DISCLOSING CONFLICTS OF INTERESTS. AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE BOARD OF COMMITTEE MEETING, BUT AFTER SUCH PRESENTATION, HE OR SHE SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND VOTING ON, THE TRANSACTION OR ARRANGEMENT THAT RESULTS IN THE CONFLICT OF INTEREST. THE REMAINING BOARD MEMBERS DETERMINE IF A CONFLICT EXISTS AND THE PROCEEDINGS ARE DOCUMENTED IN THE MINUTES OF THE BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION FOR THE PRESIDENT IS SET BY AGREEMENT BETWEEN THE BOARD OF REGENTS AND THE PRESIDENT. THE GROUP THAT ASSESSES COMPENSATION AND NEGOTIATES THE AGREEMENT ON BEHALF OF THE BOARD IS THE EXECUTIVE COMMITTEE OF THE BOARD OF REGENTS, ALTHOUGH THE RECOMMENDED COMPENSATION PACKAGE IS VOTED ON BY THE FULL BOARD. FOR 2020, THE COMMITTEE USED AN INDEPENDENT CONSULTANT TO ADVISE ON THE PRESIDENT'S SALARY AND BENEFITS. THE COMPENSATION OF THE OFFICERS OF THE COLLEGE ARE DETERMINED BY ANNUAL REVIEW CONDUCTED BY THE PRESIDENT WHICH INCLUDES COMPARABLE DATA. THIS PROCESS WAS LAST PERFORMED IN 2020. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION PROVIDES THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS UPON REQUEST. FORM 990, PART IX, LINE 11G OUTSOURCED IT SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,201,532. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,201,532. HEALTH CARE CONSULTING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 292,960. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 292,960. CURRICULUM DEVELOPMENT: PROGRAM SERVICE EXPENSES 402,555. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 402,555. PA CLINICAL ROTATION SITE FEES: PROGRAM SERVICE EXPENSES 228,770. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 228,770. OUTSOURCED SECURITY SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 267,301. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 267,301. HR OUTSOURCED SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 678,986. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 678,986. OFFICE TEMP SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 380,805. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 380,805. JANITORIAL SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 264,506. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 264,506. ALL OTHERS: PROGRAM SERVICE EXPENSES 2,561,931. MANAGEMENT AND GENERAL EXPENSES 36,139. FUNDRAISING EXPENSES 18,583. TOTAL EXPENSES 2,616,653. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR.