2021-05-13T13:41:21-07:00 2020-06-30 910189318 Moss Adams LLP 601 W Riverside Avenue Suite 1800 Spokane WA 99201 990 2019-07-01 061744054 PACIFIC NORTHWEST UNIVERSITY OF HEALTH SCIENCES PACI 5094525100 111 University Parkway Suite 202 Yakima WA 98901 Michael Lawler President 5094525100 2021-05-13 1 Emina O Cresswell CPA P01217304 5097472600 2021-05-13 2019 2022-09-23 18:48:47Z Michael Lawler 111 University Parkway Suite 202 Yakima WA 98901 35485808 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. 18 17 371 6 0 0 3293986 1392165 33131183 33207199 198087 520653 208195 203793 36831451 35323810 88400 220748 0 0 18989018 19991044 0 0 874509 9096068 9254536 28173486 29466328 8657965 5857482 97987538 101018174 49836017 46953419 48151521 54064755 X 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 1 20865922 220748 33207199 The University provided education and training to students pursuing a Doctorate in Osteopathic medicine. 0 0 0 20865922 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 1 265 0 1 371 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 18 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X Ann Hittle 5094525100 111 University Parkway Suite 202 Yakima WA 98901 Michael Lawler PhD President 40 0 X 352739 0 34939 Thomas Scandalis DO Dean, COM 40 0 X 344358 0 39431 Edward Bilsky Provost, Chief Academic Officer 40 0 X 301307 0 41301 Anita Showalter DO Associate Dean Clinical Ed 40 0 X 257400 0 32443 Ann Hittle Chief Financial Officer 40 0 X 224918 0 28850 Frank Alvarez Chief Operations Officer 40 0 X 218031 0 30893 Marc Cote DO Assistant Dean Clinical Ed 40 0 X 225103 0 20687 Stephen Laird DO Associate Dean Student Affairs 40 0 X 214238 0 29990 William Elliott MD PhD Chair of Biomedical Sciences 40 0 X 197601 0 28570 John Moore DO Chair of Family Medicine 40 0 X 202433 0 17130 Michele Erickson Chief Development Officer 40 0 X 168786 0 24962 Jameson Watkins Chief Information Officer 40 0 X 158560 0 34114 Robert Sutton PhD Sr Advisor to the President 34 0 X 142835 0 19116 Erin Murphy Chief Human Resources Officer 40 0 X 134711 0 24890 Dean O'Driscoll Chief Communications Officer 40 0 X 130966 0 23212 Michele McCarroll Chief Research Officer (Until 8/2019) 40 0 X 112739 0 16086 C Vaughn Bulfinch DO Asst Secretary-Treasurer 1 0 X X 33435 0 0 Duane Teerink DO Trustee (Until 02/2020) 1 0 X 30755 0 0 Dennis Fulton Chair 1 0 X X 0 0 0 Catherine Potts MD Vice Chair 1 0 X X 0 0 0 Vickie Ybarra PhD MPH RN Secretary 1 0 X X 0 0 0 John Vornbrock Treasurer 1 0 X X 0 0 0 Heather Phipps DO Imm Past Chair 1 0 X X 0 0 0 Dion Booras DO Trustee 1 0 X 0 0 0 Priscilla Cadwell Trustee 1 0 X 0 0 0 Christopher Clark DO Trustee (Until 6/2019) 1 0 X 0 0 0 Federico Cruz-Uribe MD Trustee 1 0 X 0 0 0 James Haven MD Trustee (Until 6/2019) 1 0 X 0 0 0 Karen Hyatt Trustee 1 0 X 0 0 0 Norm Johnson Trustee 1 0 X 0 0 0 Bruce Kinney DDS Trustee 1 0 X 0 0 0 Kristin Larson MD Trustee 1 0 X 0 0 0 Lawrence Larson DO Trustee 1 0 X 0 0 0 Sarah Penney Trustee 1 0 X 0 0 0 Kevin Van Nortwick CPA Trustee 1 0 X 0 0 0 Davis Washines Trustee 1 0 X 0 0 0 Joseph Wilczek Trustee (Until 9/2019) 1 0 X 0 0 0 Robert Wilmouth MD Trustee 1 0 X 0 0 0 3450915 0 446614 49 0 1 0 M Sevigny Construction Inc 1212 N 16th Ave Yakima WA 98902 Construction 2797551 Western Office Interiors 500 Citadel Drive Ste 250 Los Angeles CA 90040 Interior Construction & Supplies 1920236 e3 Solutions Inc PO Box 72 Yakima WA 989070072 System Infrastructure 316075 Let It Shine Commercial Cleaning Services LLC PO Box 284 Yakima WA 98907 Janitorial 290338 Digital Design & Development PO Box 583 Selah WA 98942 Construction Management 220392 10 0 0 51378 0 904775 436012 3037 1392165 Tuition & Fees 900099 31892101 31892101 0 0 Partner Programs 900099 917797 917797 0 0 397301 397301 0 0 33207199 520515 0 0 520515 0 0 0 0 0 0 0 0 274085 0 72179 0 201906 0 201906 0 0 201906 71229 0 71091 0 138 0 138 0 0 138 20615 51378 18728 1887 0 1887 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 35323810 33207199 0 724446 0 0 220748 220748 0 0 0 0 2498191 1158667 1123067 216457 0 0 0 0 13810579 11397124 2157682 255773 1022898 808089 184122 30687 1535419 1218711 289505 27203 1123957 887926 202312 33719 0 0 0 0 81141 50093 31048 0 106261 0 106261 0 60000 0 60000 0 0 0 29089 0 29089 0 2432149 1638552 566339 227258 0 0 0 0 129169 53821 75348 0 623590 230671 380561 12358 0 0 0 0 413624 176658 236966 0 0 0 0 0 0 0 0 0 471686 305944 134150 31592 1372975 549190 823785 0 0 0 0 0 1579923 660841 919082 0 340160 136064 204096 0 Student Expense 942499 940012 2487 0 Staff Recruitment 82019 80180 1591 248 Supplies 424739 208274 178113 38352 Dues & Accreditation Fees, Bank Fees, Other 165512 144357 20293 862 29466328 20865922 7725897 874509 5158731 8434789 24987033 26292527 1952019 1294876 1826184 787712 0 0 0 0 0 0 0 0 286064 417370 71954715 10426554 61580400 61528161 1681533 1734478 0 0 0 0 0 0 515574 528261 97987538 101018174 4402752 4316869 0 0 3906455 3372879 40494978 38954178 0 0 0 0 0 0 1031832 309493 0 0 49836017 46953419 X 43865988 50296151 4285533 3768604 48151521 54064755 97987538 101018174 5857482 55752 0 0 0 0 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. 1512898 26306 71516 56400 0 0 1554320 1435844 76189 79796 78931 0 0 1512898 1203534 208756 91627 68073 0 0 1435844 1001994 112764 129437 40661 0 0 1203534 1042895 0 -10417 20000 10484 0 1001994 0 0.9 0.1 0 0 0 23425750 23425750 0 41332905 6565107 34767798 0 54443 54443 0 0 7141617 3807004 3334613 0 0 0 0 61528161 0 0 X 35455751 55751 0 0 90907 146658 35309093 14717 0 14717 35323810 29542517 0 0 0 90907 90907 29451610 14717 1 14718 29466328 Schedule D, Part V, Line 4 The intended use of the 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 uncertain tax positions as of June 30, 2020 and 2019. 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, 2020 and 2019. Schedule D, Part XI, Line 2d Rental expense of $72,179 from Part VIII, Line 6b and Fundraising expenses of $18,728 from Part VIII, Line 8b. Total $90,907 Schedule D, Part XII, Line 2d Rental expense of $72,179 from Part VIII, Line 6b and Fundraising expenses of $18,728 from Part VIII, Line 8b. Total $90,907 Schedule D, Part XII, Line 4b Rounding 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 recruits students from a geographically wide area which would not be suited by publishing in the local paper. The racially nondiscriminatory policy is published on PNWU's internet homepage, and on student applications and brochures utilized for recruitment. Schedule E, Part I, Line 6 Federal Financial Aid is provided to eligible students. Golf Tournament 2019 71993 51378 20615 0 1857 10171 3559 0 3141 0 0 71993 51378 20615 0 1857 10171 3559 0 3141 18728 1887 1 Scholarships 19 97700 0 CARES ACT Grant (HEERF I) to Students 534 123048 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 two methods. In the first method, PNWU determined a $200 automatic emergency financial aid grant per eligible student. In the second method, eligible students could request additional funds (not over federal Pell grant maximum). 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 X 0 1 0 0 0 0 0 0 0 Michael Lawler PhD President 349859 0 0 0 2880 0 22779 0 12160 0 387678 0 0 0 Edward Bilsky Provost, Chief Academic Officer 299411 0 0 0 1896 0 24975 0 16326 0 342608 0 0 0 Robert Sutton PhD Sr Advisor to the President 141129 0 0 0 1706 0 13100 0 6016 0 161951 0 0 0 Ann Hittle Chief Financial Officer 223682 0 0 0 1236 0 20054 0 8796 0 253768 0 0 0 Frank Alvarez Chief Operations Officer 215079 0 0 0 2952 0 20187 0 10706 0 248924 0 0 0 Michele Erickson Chief Development Officer 167690 0 0 0 1096 0 15506 0 9456 0 193748 0 0 0 Jameson Watkins Chief Information Officer 157660 0 0 0 900 0 15704 0 18410 0 192674 0 0 0 Michele McCarroll Chief Research Officer 112311 0 0 0 428 0 8663 0 7423 0 128825 0 0 0 Erin Murphy Chief Human Resources Officer 133629 0 0 0 1082 0 11820 0 13070 0 159601 0 0 0 Dean O'Driscoll Chief Communications Officer 129840 0 0 0 1126 0 12281 0 10931 0 154178 0 0 0 Thomas Scandalis DO Dean, COM 342846 0 0 0 1512 0 24975 0 14456 0 383789 0 0 0 Anita Showalter DO Associate Dean Clinical Ed 256128 0 0 0 1272 0 22887 0 9556 0 289843 0 0 0 Marc Cote DO Assistant Dean Clinical Ed 223099 0 0 0 2004 0 20079 0 608 0 245790 0 0 0 Stephen Laird DO Associate Dean Student Affairs 211286 0 0 0 2952 0 19284 0 10706 0 244228 0 0 0 John Moore DO Chair of Family Medicine 192157 0 10000 0 276 0 17130 0 0 0 219563 0 0 0 William Elliott MD PhD Chair of Biomedical Sciences 196077 0 0 0 1524 0 17864 0 10706 0 226171 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 effective January 1, 2019 Schedule J, Part I, Line 4 Dr. 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 3340000 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 1 0 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. Regs. Sec. 1.1141-3(d)(5). Form 990, Part III, Line 3 Due to the coronavirus (COVID-19), on March 13, 2020, Governor Inslee exercised emergency powers under RCW 43.06.220, which prohibited all public and private universities, colleges, and technical schools from conducting in-person classroom instruction and lecturers. Pacific Northwest University of Health Sciences transitioned to online remote instructional delivery. Form 990, Part VI, Section B, Line 11b The 990 is reviewed by the members of the Finance Committee and presented to the Board 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 no 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 any applicable state or federal laws governing conflict of interest applicable to nonprofit and charitable organizations. The PNWU policy covers trustee, employees, and students when the individual has a direct or 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 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, Sibson Consulting, conducts a review to verify reasonableness of executive compensation. Sibson completed the most recent review in April 2019 and changes to executive compensation were effective July 1, 2019. 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.