2021-04-26T17:25:50-05:00 2020-06-30 912011386 JACOBSON JARVIS & CO PLLC 200 FIRST AVE WEST SUITE 200 SEATTLE WA 981194219 990 2019-07-01 911036794 BASTYR UNIVERSITY BAST 4258231300 14500 JUANITA DRIVE NE KENMORE WA 98028 RAY OEN CFO 4258231300 2021-04-15 1 HOWARD DONKIN CPA P00147726 2066288990 2021-04-15 2019 2022-09-23 18:48:47Z HARLAN PATTERSON MBA CP 14500 JUANITA DRIVE NE KENMORE WA 98028 38744826 0 X WWW.BASTYR.EDU X 1978 WA EDUCATION INSTITUTION THAT TRAINS STUDENTS IN NATURAL HEALTH ARTS AND SCIENCES. 11 10 1099 50 -11577 -11577 1649892 1520805 36831314 33135596 238147 194006 3248705 2475430 41968058 37325837 2139805 1919348 0 0 27824830 25835949 0 0 288561 12562486 12075375 42527121 39830672 -559063 -2504835 53881036 54517207 26677902 29780506 27203134 24736701 X BASTYR IS AN EDUCATIONAL INSTITUTION THAT TRAINS STUDENTS IN THE NATURAL HEALTH ARTS AND SCIENCES. 0 1 20996661 1919348 30718581 PROGRAM SERVICES RELATED TO THE ACADEMIC FUNCTION OF THE UNIVERSITY. APPROXIMATELY 998 STUDENTS SERVED THIS FISCAL YEAR. 2754172 PROGRAM SERVICES RELATED TO STUDENT SUPPORT SERVICES. PROVIDED SUPPORT TO APPROXIMATELY 998 STUDENTS THIS FISCAL YEAR. 3949232 1861052 PROGRAM SERVICES RELATED TO OPERATION OF THE CLINICS WHICH IS USED AS A TEACHING AID TO STUDENTS. THERE WERE 27,667 PATIENT VISITS THIS FISCAL YEAR. 5525559 555963 RESEARCH AND TRAINING IN COMPLEMENTARY AND ALTERNATIVE MEDICINE. 5525559 555963 33225624 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 0 1 0 1 0 1 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 228 0 1 1099 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 11 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WA CA X RAY OEN CFO 4256023044 14500 JUANITA DRIVE NE KENMORE WA 98028 PATTERSON MBA CPA HARLAN PRESIDENT 40.00 X 240770 0 27061 RULE DAVE SENIOR VICE PRESIDENT AND PROVOST 40.00 X 208404 0 28698 GALLOWAY JEANNE VICE PRESIDENT ADVANCEMENT AND ENROLLMENT SERVICES 40.00 X 181465 0 16424 WEIDER SUSAN L VICE PRESIDENT AND DEAN STUDENT AFFAIRS 40.00 X 149440 0 15163 PRICE STACIA G AVP HUMAN RESOURCES 40.00 X 138521 0 0 LIN NAN PROFESSOR 40.00 X 130507 0 5135 GOLDEN ARRIE L DEAN NATURAL HEALTH ARTS 40.00 X 130262 0 15301 GAYTHORPE JOHN S DIRECTOR IT AND IT SECURITY SERVICES 40.00 X 128241 0 21800 MENSAH KORTET AVP DIVERSITY, EQUITY, AND INCLUSION 40.00 X 112255 0 14253 MARTZEN PHD MARK R VICE CHAIR AND SECRETARY 40.00 X X 111456 0 4255 MAJD MD IMAN TRUSTEE 3.00 X 1054 0 0 OEN RAY CFO (HIRED 5/2020) 40.00 X 0 0 0 HOFFMEISTER GERALD JERRY CHAIR 3.00 X X 0 0 0 LYNCH ND BEN TRUSTEE 3.00 X 0 0 0 MCIVER-GAY MBA TAMMY TRUSTEE 3.00 X 0 0 0 QUARFOTH GARY R TRUSTEE 3.00 X 0 0 0 HUBERS DEB TRUSTEE 3.00 X 0 0 0 BEIHONG SU MD BECKY TRUSTEE 3.00 X 0 0 0 TAYLOR MN RN CAROL M TRUSTEE 3.00 X 0 0 0 WRIGHT BARBARA SCHUCHART TRUSTEE 3.00 X 0 0 0 DAWSON PATRICIA TRUSTEE 3.00 X 0 0 0 1532375 0 148090 15 0 1 0 SAME INVESTMENT CO LLC 636 120TH AVE NE STE A200 BELLEVUE WA 98005 RENT 1148891 SORRENTO VALLEY HOLDINGS 5318 E 2ND ST UNIT 519 LONG BEACH CA 90803 RENT 614895 ENVIRONMENT CONTROL OF NORTH SEATTLE 7116 220TH ST SW 11 MOUNTLAKE TERRACE WA 98043 JANITORIAL SERVICES 311254 MY-WAY CONSTRUCTION LLC 6855 176TH AVE NE STE B265 REDMOND WA 98052 REPAIR AND CONSTRUCTION 302362 AD MARK SERVICES INC 2107 ELLIOTT AVE SEATTLE WA 98121 ADVERTISING SERVICES 273093 9 181856 158603 1180346 51292 1520805 TUITION AND FEES 611600 30718581 30718581 CLINIC SERVICES 621300 1861052 1861052 RESEARCH 541700 555963 555963 33135596 219599 219599 1423443 0 1423443 1423443 1423443 376665 387426 14832 -10761 -14832 -25593 -25593 0 181856 6257 -6257 -6257 2068718 1010474 1058244 -11577 1069821 37325837 33135596 -11577 2681013 1919348 1919348 929571 420793 508778 20421975 17260731 2971657 189587 884569 741515 133743 9311 1805064 1505961 280177 18926 1794770 1520585 258547 15638 154456 10693 143763 109678 63150 46528 43345 43345 1547203 592095 952863 2245 515365 51203 456076 8086 257983 240246 13019 4718 3094946 3094014 932 464389 273310 181189 9890 580889 580889 2262276 2262276 371303 371303 DUES AND SUBSCRIPTIONS 964906 752968 186400 25538 SUPPLIES 776087 685125 87150 3812 MAINTENANCE AND REPAIRS 302583 301444 1139 EQUIPMENT RENTAL 113730 103625 9973 132 516236 474350 41208 678 39830672 33225624 6316487 288561 X 8670416 10232547 11526071 6488464 405000 418941 557973 168495 865674 825698 557316 521679 511531 705995 54304260 25198814 29770051 29105446 789547 5940259 227457 109683 53881036 54517207 3742141 3447842 892453 394128 19240386 18425564 4923765 2802922 2589207 26677902 29780506 X 23810945 21132005 3392189 3604696 27203134 24736701 53881036 54517207 X -2504835 83936 -45534 X X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4118245 550 64391 4183186 3799572 125500 193173 4118245 3689414 4465 105693 3799572 3413031 187121 100055 10793 3689414 3303731 94159 22160 7019 3413031 0.48670 0.37220 0.14110 0 0 8477774 8477774 26083278 9999925 16083353 7803590 5691946 2111644 11939618 9506943 2432675 29105446 EQUITY SECURITIES/MUTUAL FUNDS 446612 F FIXED INCOME BOND FUNDS 5493647 F 5940259 PERKINS STUDENT LOAN FUNDS REFUNDABLE 659769 DEFERRED RENT EXPENSE 1477243 INTEREST RATE SWAP 452195 2589207 36418277 83936 971197 1055133 35363144 43345 1919348 1962693 37325837 38884710 1016731 1016731 37867979 43345 1919348 1962693 39830672 PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 1,010,474. SPECIAL EVENT EXPENSES 6,257. CHANGE IN VALUE OF INTEREST RATE SWAP -45,534. PART XI, LINE 4B - OTHER ADJUSTMENTS: TUITION ASSISTANCE 1,919,348. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 1,010,474. SPECIAL EVENT EXPENSES 6,257. PART XII, LINE 4B - OTHER ADJUSTMENTS: TUITION ASSISTANCE 1,919,348. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 BASTYR UNIVERSITY POSTS ITS RACIALLY NONDISCRIMINATORY POLICY IN RECRUITING PUBLICATIONS AND ON ITS WEBSITE. SCHEDULE E, PART I, LINE 6 THE SCHOOL RECEIVES FEDERAL FINANCIAL AID TO STUDENTS, AS WELL AS STATE AND FEDERAL WORK STUDY FUNDS. GRANTS FROM FEDERAL AND STATE AGENCIES WHICH ARE USED TO FUND VARIOUS MEDICAL RESEARCH STUDIES AND COVER STUDENT TUITION. THE CARES ACT HIGHER EDUCATION EMERGENCY RELIEF FUND-IHE/STUDENT AID PROVIDES FUNDING TO INSTITUTIONS TO PROVIDE EMERGENCY FINANCIAL AID GRANTS TO STUDENTS WHOSE LIVES HAVE BEEN DISRUPTED BY COVID-19. 1 EAST ASIA AND THE PACIFIC 0 1 PROGRAM SERVICES STUDY ABROAD PROGRAM 4960 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES STUDY ABROAD PROGRAM 558 SOUTH AMERICA 0 2 PROGRAM SERVICES STUDY ABROAD PROGRAM 6861 0 3 0 0 0 3 12379 0 12379 0 0 0 0 0 0 PART I, LINE 2: OUR STUDY ABROAD TEAM MAINTAIN RECORDS TO SUBSTANTIATE EXPENDITURES, GRANTEE ELIGIBILITY AND THE SELECTION CRITERIA USED TO AWARD ASSISTANCE. PART III ACCOUNTING METHOD: TOXICITY RESEARCH 181856 181856 1012 5023 222 181856 181856 1012 5023 222 6257 -6257 1 STUDENT SCHOLARSHIPS 449 1660188 BOOK TUITION ASSISTANCE EMPLOYEE FREE TUITION 12 33522 BOOK TUITION ASSISTANCE ALUMNI FREE TUITION 88 225638 BOOK TUITION ASSISTANCE PART I, LINE 2: SCHOLARSHIP DONATIONS ARE RECEIVED FROM INDIVIDUALS, TRUSTS, CORPORATIONS, ETC. THESE FUNDS ARE DISTRIBUTED TO STUDENTS BASED ON MERIT, NEED AND OTHER FACTORS. THE UNIVERSITY HAS SCHOLARSHIP COMMITTEES WHO MEET AND INTERVIEW STUDENTS WHO HAVE APPLIED FOR INDIVIDUAL SCHOLARSHIPS BEFORE MAKING AWARDS. 1 X X X X X X 0 0 0 0 0 0 0 0 0 PATTERSON MBA CPA HARLAN PRESIDENT 240770 0 0 0 0 0 10150 0 16911 0 267831 0 0 0 RULE DAVE SENIOR VICE PRESIDENT AND PROVOST 208404 0 0 0 0 0 8386 0 20312 0 237102 0 0 0 GALLOWAY JEANNE VICE PRESIDENT ADVANCEMENT AND ENROL 181465 0 0 0 0 0 6938 0 9486 0 197889 0 0 0 WEIDER SUSAN L VICE PRESIDENT AND DEAN STUDENT AFFA 149440 0 0 0 0 0 5677 0 9486 0 164603 0 0 0 GAYTHORPE JOHN S DIRECTOR IT AND IT SECURITY SERVICES 128241 0 0 0 0 0 4889 0 16911 0 150041 0 0 0 A WHEFA 2011-06-21 11090000 REDEMPTION OF 2005 BONDS 0 0 0 B WHEFA 2011-06-21 13140000 REDEMPTION OF 2009 BONDS 0 0 0 A 11090000 88978 11001022 1 0 1 1 B 13140000 107046 13032954 1 0 1 1 A 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 A 0 0 1 0 1 1 US BANK 10.000000000000 1 0 0 0 0 B 0 0 1 0 0 0 0 0 0 A 0 B 0 X 5750 FMV X 2 15123 FMV X 9 30419 FMV 0 1 0 PART I, COLUMN (B): NUMBER OF CONTRIBUTORS. FORM 990, PART III, LINE 3 IN COMPLIANCE WITH THE GOVERNOR'S EXECUTIVE ORDER IN MARCH 2020, BASTYR CLOSED ITS CAMPUS TO IN-PERSON LEARNING. WE ALSO CLOSED OUR CAFETERIA, CLINICS, DISPENSARIES, AND CANCELLED ON CAMPUS EVENTS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM IS PREPARED BY AN INDEPENDENT AUDIT COMPANY. IT IS REVIEWED BY THE CONTROLLER AND THE VICE PRESIDENT FOR FINANCE AND ADMINISTRATION WHO ALSO SIGNS THE FORM. BOARD MEMBERS ARE PROVIDED ACCESS TO FORM 990 FOR THEIR REVIEW AND REFERENCE THROUGH AN ELECTRONIC FILE COPY POSTED ON THE BOARD PORTAL. FORM 990, PART VI, SECTION B, LINE 12C EACH OF THE BOARD MEMBERS IS ASKED TO SIGN A FORM AND RETURN IT TO THE OFFICE OF THE PRESIDENT. COMPLIANCE IS MONITORED BY THE BOARD OF TRUSTEES' GOVERNANCE COMMITTEE WHICH MEETS QUARTERLY. FORM 990, PART VI, SECTION B, LINE 15 HUMAN RESOURCES GATHERS AVAILABLE COMPENSATION INFORMATION ON SIMILAR POSITIONS (BENCHMARKS) LOCATED AT OTHER UNIVERSITIES FROM A PUBLISHED SALARY SURVEY CALLED THE COLLEGE AND UNIVERSITY PROFESSIONAL ASSOCIATION FOR HUMAN RESOURCES (CUPA-HR) ADMINISTRATIVE COMPENSATION SURVEY. FORM 990, PART VI, SECTION C, LINE 19 BASTYR'S WEBSITE ANNOUNCES THE AVAILABILITY OF FINANCIAL INFORMATION TO THE PUBLIC IN THE FINANCE DEPARTMENT. GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICIES ARE POSTED ON BASTYR'S INTRANET. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF INTEREST RATE SWAP -45,534. FORM 990, PART XII, LINE 2C: THE AUDIT COMMITTEE HAS NOT CHANGED HOW IT REVIEWS THE AUDITED FINANCIAL STATEMENTS FROM THE PRIOR YEAR.