2020-05-12T16:33:25-05:00 2019-06-30 912011386 JACOBSON JARVIS & CO PLLC 200 FIRST AVE WEST SUITE 200 SEATTLE WA 981194219 990 2018-07-01 911036794 BASTYR UNIVERSITY BAST 4256023000 14500 JUANITA DRIVE NE KENMORE WA 98028 HARLAN PATTERSON MBA CPA PRESIDENT 4256023000 2020-05-12 1 KARI MOORE CPA P01392605 2066288990 2020-05-05 209.210.254.4 2020-05-12 14:25:12 PD P CEBD717F4B3351FF1B977296098DBAF35E2BFDE6 1BEBD05DFEE09A3A213EBA9D85F535FB86A25C5F 2018 2020-09-23 17:36:50Z HARLAN PATTERSON MBA CP 14500 JUANITA DRIVE NE KENMORE WA 98028 43481312 0 X WWW.BASTYR.EDU X 1978 WA EDUCATION INSTITUTION THAT TRAINS STUDENTS IN NATURAL HEALTH ARTS AND SCIENCES. 14 13 1185 100 -30417 -30417 1274868 1649892 39140141 36831314 172577 238147 3180764 3248705 43768350 41968058 2125238 2139805 0 0 27381435 27824830 0 0 364566 12829528 12562486 42336201 42527121 1432149 -559063 54733718 53881036 26986019 26677902 27747699 27203134 X BASTYR IS AN EDUCATIONAL INSTITUTION THAT TRAINS STUDENTS IN THE NATURAL HEALTH ARTS AND SCIENCES. 0 0 24150590 2139805 34121590 PROGRAM SERVICES RELATED TO THE ACADEMIC FUNCTION OF THE UNIVERSITY. APPROXIMATELY 1,132 STUDENTS SERVED THIS FISCAL YEAR. 2360002 PROGRAM SERVICES RELATED TO STUDENT SUPPORT SERVICES. PROVIDED SUPPORT TO APPROXIMATELY 1,132 STUDENTS THIS FISCAL YEAR. 4728153 2009312 PROGRAM SERVICES RELATED TO OPERATION OF THE CLINIC WHICH IS USED AS A TEACHING AID TO STUDENTS. THERE WERE 38,081 PATIENT VISITS THIS FISCAL YEAR. 4121632 700412 RESEARCH AND TRAINING IN COMPLEMENTARY AND ALTERNATIVE MEDICINE. 4121632 700412 35360377 1 1 0 0 0 0 0 0 0 1 1 0 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 1 246 0 1 1185 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 14 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WA CA X NHI EKLUND 4256023000 14500 JUANITA DRIVE NE KENMORE WA 98028 HOFFMEISTER GERALD CHAIRMAN 3.00 X X 0 0 0 MARTZEN PHD MARK R VICE CHAIRMAN & SECRETARY 40.00 X X 106759 0 4935 BARRERA JEAN MARIE TRUSTEE 3.00 X 0 0 0 DAENELL ND CARRIE LOUISE TRUSTEE 3.00 X 0 0 0 JONAS MD WAYNE TRUSTEE 3.00 X 0 0 0 PETTIGREW THE HONORABLE ERIC TRUSTEE 3.00 X 0 0 0 HUBERS DEB TRUSTEE 3.00 X 0 0 0 SU EAMP MD BECKY BEIHONG TRUSTEE 3.00 X 0 0 0 WASHBURN TAYLOE TRUSTEE 3.00 X 0 0 0 DAWSON PATRICIA TRUSTEE 3.00 X 0 0 0 PATTERSON MBA CPA HARLAN PRESIDENT 40.00 X 278511 0 17089 RULE DAVE SR VP & PROVOST 40.00 X 191556 0 21268 FORD GLENN VP FINANCE & ADMIN 40.00 X 205548 0 19082 WEIDER SUSAN L VP AND DEAN OF STUDENT AFFAIRS 40.00 X 152928 0 13576 GALLOWAY JEANNE VP ADVANCEMENT AND ENROLL SVCS 40.00 X 28818 0 1239 DEGER COQUINA ASSOC VP OF MARKETING 40.00 X 141205 0 12261 GOLDEN ARRIE L DEAN OF NATURAL HEALTH ARTS 40.00 X 134169 0 13576 STARUCH ARIANNA DEAN NATUROPATHIC 40.00 X 129259 0 13331 GAYTHORPE JOHN S DIRECTOR OF IT 40.00 X 124685 0 19082 REINHARD AMANDA D CFO & ASSOC VP OF BUDGET 40.00 X 119554 0 2529 CALLAHAN PHD TIMOTHY CLAIR FORMER ACADEMIC ADVISOR 3.00 X 128493 0 4113 POWELL CHARLES FORMER PRESIDENT 3.00 X 153876 0 0 WOODY KEITH FORMER VP HUMAN RESOURCES 40.00 X 141223 0 7822 2036584 0 149903 25 1 1 0 OPENWORKS 4742 N 24TH ST SUITE 450 PHOENIX AZ 85016 CUSTODIAL SERVICES 348597 LEVEL 3 COMMUNICATIONS LLC 1025 EL DORADO BLVD BROOMFIELD CO 80021 TELECOMMUNICATIONS 273759 MY WAY CONSTRUCTION 6855 176TH AVE NE SUITE B265 REDMOND WA 98052 CONSTRUCTION 215286 OLYMPIC PAVING INC PO BOX 438 LYNNWOOD WA 98046 CONSTRUCTION 141438 4 1649892 138681 1649892 TUITION AND FEES 611600 34121590 34121590 CLINIC SERVICES 621300 2009312 2009312 RESEARCH 541700 700412 700412 36831314 236918 236918 1620101 0 1620101 1620101 1620101 1229 0 1229 1229 1229 516406 200601 315805 315805 2625452 1312653 1312799 -30417 1343216 41968058 36831314 -30417 3517269 2139805 2139805 2036584 1122623 913961 20530804 17198388 3038571 293845 913087 737869 160262 14956 2634158 2299203 314466 20489 1710197 1404384 284173 21640 231967 211090 20877 76878 76315 563 2003298 1003715 961778 37805 529932 46348 460740 22844 2386402 1958512 375644 52246 3328305 3301760 2038 24507 731074 415005 243789 72280 591164 591164 2201263 2201263 337681 336414 1267 EQUIPMENT AND OTHER REN 109241 99130 8497 1614 STATE AND CITY TAXES 91347 91347 LESS:SPECIAL EVENTS EXP -200601 -200601 144535 126042 15552 2941 42527121 35360377 6802178 364566 X 3704770 8670416 16416693 11526071 103617 405000 900592 557973 907515 865674 598669 557316 498673 511531 52719659 22949608 30779674 29770051 767724 789547 55791 227457 54733718 53881036 3355652 3742141 840715 892453 20031377 19240386 2758275 2802922 26986019 26677902 X 24500664 23810945 1656764 1835928 1590271 1556261 27747699 27203134 54733718 53881036 X -559063 129945 -115447 X X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3799572 125500 193173 4118245 3689414 4465 105693 3799572 3413031 187121 100055 10793 3689414 3303731 94159 22160 7019 3413031 3287398 13222 5111 2000 3303731 0.49000 0.38000 0.13000 0 0 8492572 8492572 25677215 7277300 18399915 7765126 6332076 1433050 10784746 9340232 1444514 29770051 PERKINS STUDENT LOAN FUNDS REFUNDABLE 752604 DEFERRED RENT EXPENSE 1643657 INTEREST RATE SWAP 406661 2802922 41356005 129945 1397807 1527752 39828253 2139805 2139805 41968058 41900570 1513254 1513254 40387316 2139805 2139805 42527121 PART XI, LINE 2D - OTHER ADJUSTMENTS: SALES DISCOUNTS AND COST OF GOODS SOLD 1,312,653. COST OF FUNDRAISING EVENTS 200,601. CHANGE IN VALUE OF INTEREST RATE SWAPS -115,447. PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS AND EMPLOYEE FREE TUITION 2,139,805. PART XII, LINE 2D - OTHER ADJUSTMENTS: SALES DISCOUNTS AND COST OF GOODS SOLD 1,312,653. COST OF FUNDRAISING EVENTS 200,601. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS AND EMPLOYEE FREE TUITION 2,139,805. 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 GRANTS FROM FEDERAL AND STATE AGENCIES WHICH ARE USED TO FUND VARIOUS MEDICAL RESEARCH STUDIES. 1 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 1 PROGRAM SERVICE STUDY ABROAD PROGRAM 7523 SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, 1 PROGRAM SERVICE STUDY ABROAD PROGRAM 20423 EAST ASIA AND THE PACIFIC 1 PROGRAM SERVICES STUDY ABROAD PROGRAM 2562 0 3 0 0 0 3 30508 0 30508 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. 40TH ANNIVERSARY FUNDRAISER SD 229080 229080 16291 1300 2523 40TH ANNIVERSARY SEATTLE 186330 186330 95000 23578 15072 2 100996 100996 6645 20687 13768 5737 516406 516406 101645 36978 38646 23332 200601 315805 1 STUDENT SCHOLARSHIPS 608 1937053 BOOK FINANCIAL AID EMPLOYEE FREE TUITION 13 25384 BOOK FINANCIAL AID ALUMNI FREE TUITION 91 177368 BOOK FINANCIAL AID 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 1 0 0 0 0 0 0 0 0 PATTERSON MBA CPA HARLAN PRESIDENT 278511 0 0 0 0 0 2947 0 14142 0 295600 0 0 0 RULE DAVE SR VP & PROVOST 191556 0 0 0 0 0 2773 0 18495 0 212824 0 0 0 FORD GLENN VP FINANCE & ADMIN 205548 0 0 0 0 0 4940 0 14142 0 224630 0 0 0 WEIDER SUSAN L VP AND DEAN OF STUDENT AFFAIRS 152928 0 0 0 0 0 4940 0 8636 0 166504 0 0 0 DEGER COQUINA ASSOC VP OF MARKETING 141205 0 0 0 0 0 4940 0 7321 0 153466 0 0 0 CALLAHAN PHD TIMOTHY CLAIR FORMER ACADEMIC ADVISOR 128493 0 0 0 0 0 4113 0 0 0 132606 0 0 0 POWELL CHARLES FORMER PRESIDENT 153876 0 0 0 0 0 0 0 0 0 153876 0 0 0 WOODY KEITH FORMER VP HUMAN RESOURCES 141223 0 0 0 0 0 3948 0 3874 0 149045 0 0 0 PART I, LINE 4A SEVERANCE PACKAGES WERE PAID TO FORMER UNIVERSITY PRESIDENT CHARLES POWELL, FORMER ACEDEMIC ADVISOR TIMOTHY CALLAHAN, AND FORMER VP OF HUMAN RESOURCES KEITH WOODY. 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 3 97751 FMV X 6 40930 FMV 0 1 1 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 WEB SITE 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 SWAPS -115,447. FORM 990, PART XI, LINE 2C THE AUDIT COMMITTEE HAS NOT CHANGED HOW IT REVIEWS THE AUDITED FINANCIAL STATEMENTS FROM THE PRIOR YEAR.