2020-07-14T22:18:44-05:00 2019-08-31 410746749 CLIFTONLARSONALLEN LLP 301 NORTH LAKE AVENUE SUITE 900 PASADENA CA 91101 990 2018-09-01 950948050 SOUTHERN CALIFORNIA UNIVERSITY OF HEALTH SCIENCES SOUT 5629023355 16200 E AMBER VALLEY DRIVE WHITTIER CA 90604 THOMAS K ARENDT VP-FINANCE AND BUSINESS AFFAIRS 5629023355 2020-07-13 1 DAVID ROBYDEK P02127582 6267933600 2020-07-07 67.137.57.251 2020-07-13 17:58:12 PD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 8E5C5D94518C4E9178AE6B9498F7E909C8B36A46 2018 2020-09-23 17:36:50Z THOMAS K ARENDT 16200 E AMBER VALLEY DRIVE WHITTIER CA 90604 48510248 0 X WWW.SCUHS.EDU X 1948 CA SEE SCHEDULE O. TO EDUCATE STUDENTS AS COMPETENT, CARING AND SUCCESSFUL PRACTITIONERS OF INTEGRATIVE HEALTHCARE. 11 11 474 11 10020 0 405120 634873 23936085 26819968 1548232 1358643 130424 107740 26019861 28921224 551297 465048 0 0 16941927 18766849 0 0 335186 11689871 12285808 29183095 31517705 -3163234 -2596481 35048109 38838992 10542635 17542737 24505474 21296255 X 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 THE LOS ANGELES COLLEGE OF CHIROPRACTIC, THE COLLEGE OF EASTERN MEDICINE, THE SCHOOL OF PROFESSIONAL STUDIES, AND THE COLLEGE OF SCIENCE AND INTEGRATIVE HEALTH. 0 0 16998444 465048 26809948 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 THE LOS ANGELES COLLEGE OF CHIROPRACTIC, THE COLLEGE OF EASTERN MEDICINE, THE COLLEGE OF SCIENCE AND INTEGRATIVE HEALTH, AND THE SCHOOL OF PROFESSIONAL STUDIES. SCU OFFERS FIVE MAIN DEGREE PROGRAMS. 1) DOCTORATE OF CHIROPRACTIC DEGREE (DC), 2) MASTER OF ACUPUNCTURE AND ORIENTAL MEDICINE (MAOM), 3) DOCTORATE OF CHINESE MEDICINE (DACM), 4) BACHELOR OF SCIENCE IN BIOLOGICAL SCIENCES (BSBS), AND 5) MASTER OF SCIENCE: PHYSICIAN ASSISTANT. IN ADDITION TO THESE, SCU OFFERS CERTIFICATE PROGRAMS IN MASSAGE THERAPY AND AYURVEDA, AND AN ACCELERATED SCIENCE PREREQUISITE COMPLETION PROGRAM (AS). IN FY1819, THERE WERE 1,523 STUDENTS ENROLLED AT SCU IN THE FOLLOWING PROGRAMS. 1) 414 IN DC, 2) 3 IN MAOM, 3) 20 IN DACM, 4) 30 IN BSBS, 5) 9 IN MASSAGE THERAPY, 6) 67 IN AYURVEDA, 7) 871 IN AS, 8) 109 IN PA. A TOTAL OF 121 DEGREES WERE GRANTED DURING THE YEAR - 89 DOCTORATE DEGREES, 29 MASTER DEGREES, AND 3 BACHELOR DEGREES. 16998444 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 1 126 0 1 474 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 11 11 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 WILLIAM VALUSEK BOARD SECRETARY 2.00 X X 0 0 0 NICK JACOBS BOARD MEMBER 2.00 X 0 0 0 JASON JANKOWIAK BOARD MEMBER 2.00 X 0 0 0 BONNY MCCLAIN BOARD MEMBER 2.00 X 0 0 0 SONJA GIBSON BOARD MEMBER 2.00 X 0 0 0 RUTH WESTREICH BOARD MEMBER 2.00 X 0 0 0 RON LAU BOARD MEMBER 2.00 X 0 0 0 SUSAN HAEGER BOARD MEMBER 2.00 X 0 0 0 PAUL TREINEN ASSOCIATE BOARD MEMBER 1.00 X 0 0 0 JOHN SCARINGE PRESIDENT 40.00 X 310282 0 46187 TOM ARENDT VP - ADMINISTRATION AND FINANCE/CFO 40.00 X 189817 0 46160 MELISSA NAGARE VP - SCU HEALTH SYSTEM & CHIEF CLINICAL OFFICER 40.00 X 155023 0 30775 SHERYL BERMAN VP ACADEMIC AFFAIRS 40.00 X 202417 0 28605 CHUCK SWEET CHIEF OF STAFF 40.00 X 200143 0 13524 JOHN DE MICHELLE VP - INSTITUTIONAL ADVANCEMENT 40.00 X 178634 0 16360 TIM FARRIS VP - INFORMATION TECHNOLOGY 40.00 X 178730 0 8841 TAMARA ROZHON PROVOST 40.00 X 0 0 0 MOHAMMAD MIRBOLOOKI PROFESSOR/UNDERGRAD CHAIR 40.00 X 166382 0 23483 ROSSLYN BYOUS INTERIM PA DIRECTOR 40.00 X 150634 0 4631 JOSEPH HORRIGAN EXECUTIVE DIRECTOR HUMAN PERF 40.00 X 139114 0 32247 MICHAEL RAMCHARAN DEAN CSIH 40.00 X 130929 0 36557 LUKE PHILLIPS AVP SPS 40.00 X 127094 0 13115 2129199 0 300485 12 0 1 0 CONVERGE CONSULTING INC 415 12TH AVE SE STE 100 CEDAR RAPIDS IA 52401 MARKETING CONSULTANT 1234866 IN FOCUS ADVERTISING INC 5137 CLARETON DR STE 200 AGOURA HILLS CA 91301 MARKETING CONSULTANT 1027653 EDDY HOLDING LLC 5 MARINE VIEW PLAZA STE 212 HOBOKEN NJ 07030 OUTSOURCED CALL CENTER 752903 TEACHERS INSURANCE (TIAACREF) DEPARTMENT 76113 LOS ANGELES CA 90088 BENEFIT PLAN TRUSTEE 738639 SIX RED MARBLES PO BOX 419233 BOSTON MA 02241 ONLINE CURRICULUM DEVELOPER 415248 18 303375 331498 634873 TUITION AND FEES 611600 25227202 25227202 HEALTH CENTERS 611710 1422909 1422909 OTHER SUPPORT SERVICES 611710 169857 159837 10020 26819968 524836 524836 68806 0 68806 68806 68806 20293429 19459622 833807 833807 833807 168336 129402 38934 38934 28921224 26809948 10020 1466383 X 465048 465048 1672652 441200 1066452 165000 13705745 10584235 3098819 22691 499515 357704 141811 1283054 930840 356990 -4776 1605883 1105922 497822 2139 133455 133455 255973 4820 251153 40651 40651 86297 86297 3425185 1180601 2103629 140955 2228853 246 2228607 150020 85031 64989 943328 257417 684074 1837 263612 114494 145173 3945 177587 177587 1232684 1232684 333381 333381 BAD DEBT EXPENSE 790864 697511 93353 UTILITIES 380002 380002 DUES, FEES, AND SUBSCRI 257970 61139 194432 2399 CLASS/LAB SUPPLIES 199829 197901 1928 1386117 514335 870786 996 31517705 16998444 14184075 335186 5287543 8007070 331790 332288 888387 716425 985075 1677364 104011 88853 208900 229071 807826 613024 33077829 21609520 11833673 11468309 14600904 15706588 35048109 38838992 1541518 2203713 3528981 6085656 5472136 9253368 10542635 17542737 X 21244494 17972893 1466568 1494010 1794412 1829352 24505474 21296255 35048109 38838992 -2596481 -612738 0 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 90000 90000 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. 2030719 139354 18750 2151323 1995974 70245 35500 2030719 1914506 15984 97734 32250 1995974 339712 1518838 55956 1914506 81000 258712 339712 0.88360 0.11640 0 0 20700 3548364 3569064 6183436 4746560 1436876 15134464 10875515 4258949 7472552 5479255 1993297 718313 508190 210123 11468309 ASSET RETIREMENT OBLIGATION 259307 STUDENT LIVING EXPENSE PAYABLE 2994061 LINE OF CREDIT 6000000 9253368 X 27066662 -612738 129402 -483336 27549998 111356 1259870 1371226 28921224 29462062 129402 129402 29332660 111356 2073689 2185045 31517705 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, 2019 AND 2018. 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 129,402. PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS 465,048. NON-OPERATING ACTIVITIES 634,549. HEALTH CENTER WRITE OFFS 160,273. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 129,402. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS 465,048. NON-OPERATING ALLOWANCE FOR CLINIC ADVANCES RECEIVABLE 1,448,368. HEALTH CENTER WRITE OFFS 160,273. 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 OR NATIONAL ORIGIN. 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 STATE OF CALIFORNIA AND FROM THE UNITED STATES GOVERNMENT IN CONNECTION WITH STUDENT AID PROGRAMS SUCH AS FEDERAL WORK STUDY PROGRAMS AND FEDERAL FAMILY EDUCATION LOAN PROGRAMS. 1 ALUMNI SCHOLARSHIPS 9 8140 N/A N/A DEFERRED ACTION 15 35312 N/A N/A INTERNATIONAL 32 68975 N/A N/A TUITION REMISSIONS AND DISCOUNTS 34 79086 N/A N/A ENDOWED 36 66929 N/A N/A LEGACY 29 16748 N/A N/A PRESIDENTIAL AWARD 3 36618 N/A N/A NEW PROGRAM SCHOLARSHIPS 11 61833 N/A N/A NEW STUDENT SCHOLARHSIPS 28 23500 N/A N/A OTHER 29 67906 N/A N/A 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 304466 0 0 0 5816 0 13750 0 32437 0 356469 0 0 0 TOM ARENDT VP - ADMINISTRATION AND FINANCE/CFO 189817 0 0 0 0 0 9603 0 36557 0 235977 0 0 0 MELISSA NAGARE VP - SCU HEALTH SYSTEM & CHIEF CLINI 155023 0 0 0 0 0 7774 0 23001 0 185798 0 0 0 SHERYL BERMAN VP ACADEMIC AFFAIRS 202417 0 0 0 0 0 10162 0 18443 0 231022 0 0 0 CHUCK SWEET CHIEF OF STAFF 200143 0 0 0 0 0 5104 0 8420 0 213667 0 0 0 JOHN DE MICHELLE VP - INSTITUTIONAL ADVANCEMENT 178634 0 0 0 0 0 0 0 16360 0 194994 0 0 0 TIM FARRIS VP - INFORMATION TECHNOLOGY 178730 0 0 0 0 0 8841 0 0 0 187571 0 0 0 MOHAMMAD MIRBOLOOKI PROFESSOR/UNDERGRAD CHAIR 166382 0 0 0 0 0 8689 0 14794 0 189865 0 0 0 ROSSLYN BYOUS INTERIM PA DIRECTOR 150634 0 0 0 0 0 0 0 4631 0 155265 0 0 0 JOSEPH HORRIGAN EXECUTIVE DIRECTOR HUMAN PERF 139114 0 0 0 0 0 6920 0 25327 0 171361 0 0 0 MICHAEL RAMCHARAN DEAN CSIH 130929 0 0 0 0 0 0 0 36557 0 167486 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 20155 FACILITY MANAGEMENT SERVICES 0 FORM 990, PART VI, SECTION A, LINE 1 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 ASST. VP FOR ACCOUNTING AND THE VP OF ADMINISTRATION AND FINANCE. IT IS THEN PRESENTED TO THE FINANCE AND INVESTMENT 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 INSTITUTION AND THE PRESIDENT. THE GROUP THAT ASSESSES COMPENSATION AND NEGOTIATES THE AGREEMENT ON BEHALF OF THE INSTITUTION IS THE TRUSTEESHIP COMMITTEE OF THE BOARD OF REGENTS. IN THAT REVIEW, THE TRUSTEESHIP COMMITTEE USED COMPENSATION DATA FROM THE ASSOCIATION OF CHIROPRACTIC COLLEGES, AS WELL AS DATA FROM THE PRESIDENTIAL COMPENSATION SURVEY PUBLISHED BY THE CHRONICLE OF HIGHER EDUCATION. THIS PROCESS WAS LAST PERFORMED IN 2017 WHEN HIS LAST CONTRACT WAS SIGNED. THE EMPLOYMENT CONTRACT WAS SET TO EXPIRE THIS YEAR BUT WAS EXTENDED ONE YEAR WHILE THE BOARD EVALUATES HIS PERFORMANCE AND NEGOTIATES THE NEW TERMS. 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 2019. 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 CURRICULUM DEVELOPMENT: PROGRAM SERVICE EXPENSES 238,104. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 238,104. ADMISSIONS CALL CENTER: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 418,797. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 418,797. IT CONSULTING SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 93,500. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 93,500. PA CLINICAL ROTATION SITE FEES: PROGRAM SERVICE EXPENSES 132,349. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 132,349. OTHER EXPENSES: PROGRAM SERVICE EXPENSES 810,148. MANAGEMENT AND GENERAL EXPENSES 1,591,332. FUNDRAISING EXPENSES 140,955. TOTAL EXPENSES 2,542,435.