2019-04-24T20:02:00-05:00 2018-06-30 912011386 JACOBSON JARVIS & CO PLLC 200 FIRST AVE WEST SUITE 200 SEATTLE WA 981194219 990 2017-07-01 911036794 BASTYR UNIVERSITY BAST 4256023000 14500 JUANITA DRIVE NE KENMORE WA 98028 W GLENN FORD VP FINANCE AND ADMINISTRATION 4256023000 2019-04-22 1 HOWARD DONKIN CPA P00147726 2066288990 2019-03-15 209.210.254.4 2019-04-22 17:37:28 PD P D2ADFC151B561295E97AE57AEA9A2A3C26389327 2EA2D6287BECE4F4B333F6765CEEC35E069EE39A 2017 2019-02-21 02:37:17Z W GLENN FORD 14500 JUANITA DRIVE NE KENMORE WA 98028 45297916 0 X WWW.BASTYR.EDU X 1978 WA EDUCATION INSTITUTION THAT TRAINS STUDENTS IN NATURAL HEALTH ARTS AND SCIENCES. 13 11 1076 1020 -97881 -32062 1774655 1274868 39391408 39140141 117716 172577 3247347 3180764 44531126 43768350 2228900 2125238 0 0 27542244 27381435 0 0 494421 13276539 12829528 43047683 42336201 1483443 1432149 54022901 54733718 28083351 26986019 25939550 27747699 X BASTYR IS AN EDUCATIONAL INSTITUTION THAT TRAINS STUDENTS IN THE NATURAL HEALTH ARTS AND SCIENCES. 0 0 21468937 2125238 36657401 PROGRAM SERVICES RELATED TO THE ACADEMIC FUNCTION OF THE UNIVERSITY. APPROXIMATELY 1,205 STUDENTS SERVED THIS FISCAL YEAR. 2385437 PROGRAM SERVICES RELATED TO STUDENT SUPPORT SERVICES. PROVIDED SUPPORT TO APPROXIMATELY 1,205 STUDENTS THIS FISCAL YEAR. 7497089 1756751 PROGRAM SERVICES RELATED TO OPERATION OF THE CLINIC WHICH IS USED AS A TEACHING AID TO STUDENTS. THERE WERE 40,790 PATIENT VISITS THIS FISCAL YEAR. 2726214 725989 RESEARCH AND TRAINING IN COMPLEMENTARY AND ALTERNATIVE MEDICINE. 2726214 725989 34077677 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 1 197 0 1 1076 1 1 1 0 0 0 0 0 0 0 0 0 X 13 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WA CA X W GLENN FORD VP FINANCE AND ADMINISTRATION 4256023000 14500 JUANITA DRIVE NE KENMORE WA 98028 TAYLOE WASHBURN INTERIM CHAIR 3.00 X X 0 0 0 CARRIE LOUISE DAENELL ND VICE CHAIR 3.00 X X 0 0 0 THE HONORABLE ERIC PETTIGREW TREASURER 3.00 X X 0 0 0 GERALD HOFFMEISTER SECRETARY 3.00 X X 0 0 0 MARGARET BREVOORT TRUSTEE 3.00 X 0 0 0 WAYNE B JONAS MD TRUSTEE 3.00 X 0 0 0 MARK R MARTZEN PHD TRUSTEE AND PROFESSOR 38.00 X 102139 0 6107 THE HONORABLE RON SIMS TRUSTEE 3.00 X 0 0 0 BECKY B SU EAMP MD TRUSTEE 3.00 X 0 0 0 BARBARA SCHUCHART WRIGHT TRUSTEE 3.00 X 0 0 0 PATRICIA DAWSON MD TRUSTEE 3.00 X 0 0 0 DEB HUBERS TRUSTEE 3.00 X 0 0 0 HARLAN PATTERSON MBA CPA PRESIDENT (FROM 8/1/17) 40.00 X 101931 0 2111 CHARLES POWELL PRESIDENT (UNTIL 7/31/17) 40.00 X 277385 0 15112 W GLENN FORD VP FINANCE AND ADMINSTATION 40.00 X 194140 0 15300 KEITH W WOODY VP HUMAN RESOURCES (UNTIL 5/31/18) 40.00 X 125390 0 13911 TIMOTHY C CALLAHAN ACADEMIC ADVISOR (UNTIL 6/30/18) 40.00 X 187432 0 12225 SUSAN L WEIDER VP AND DEAN STUDENT AFFAIRS 40.00 X 149258 0 14693 DAVID L RULE SR. VP AND PROVOST (FROM 9/18/17) 40.00 X 45107 0 1173 COQUINA L DEGER VP MARKETING DEVELOPMENT AND ENROLLMENT SERVICES 40.00 X 127326 0 7640 ARRIE L GOLDEN DEAN NATUROPATHIC HEALTH ARTS 40.00 X 130498 0 13567 ARIANNA STARUCH DEAN NATUROPATHIC 40.00 X 114248 0 13110 JOHN S GAYTHORPE DIRECTOR IT SECURITY SERVICES 40.00 X 112077 0 8920 DONAVAN Q LAM CONTROLLER (UNTIL 8/2018) 40.00 X 109912 0 5225 JUNE A KLOUBEC PROFESSOR 40.00 X 105530 0 9360 1882373 0 138454 20 0 1 0 OPENWORKS 4742 N 24TH ST SUITE 450 PHOENIX AZ 85016 CUSTODIAL SERVICES 236849 MY WAY CONSTRUCTION PO BOX 3085 REDMOND WA 98073 CAPITAL PROJECTS 235719 2 1274868 59736 1274868 TUITION AND FEES 611600 36657401 36657401 CLINIC SERVICES 621300 1756751 1756751 RESEARCH 541700 725989 725989 39140141 172577 172577 1727387 0 1727387 1727387 1727387 204450 81031 123419 123419 2778493 1448535 1329958 -97881 1427839 43768350 39140141 -97881 3451222 2125238 2125238 1882373 1218372 664001 20939378 17127661 3540856 270861 940430 775695 150468 14267 2030401 1744202 266333 19866 1588853 1304885 266474 17494 205749 178849 26900 50378 50378 1135432 921484 182550 31398 224879 27047 197809 23 2862633 2590299 245070 27264 752396 590208 138468 23720 3185668 2618197 567471 348156 279436 17560 51160 74255 56524 15617 2114 2294605 1267788 1026817 400300 116388 283912 PERMITS, FEES, AND LICE 375771 292500 81667 1604 EQUIPMENT AND OTHER REN 152536 108762 10623 33151 STATE AND CITY TAXES 113813 113768 45 STIPENDS 55467 55467 597490 564907 31084 1499 42336201 34077677 7764103 494421 X 1675326 3704770 16583738 16416693 292937 103617 402285 900592 851549 907515 609429 598669 450369 498673 51764243 20984569 31949091 30779674 762145 767724 446032 55791 54022901 54733718 3326547 3355652 813644 840715 20793177 20031377 3149983 2758275 28083351 26986019 X 23124784 24500664 1228960 1656764 1585806 1590271 25939550 27747699 54022901 54733718 X 1432149 37218 338782 X X 0 1 X 1 1 1 X 3689414 4465 105693 3799572 3413031 187121 100055 10793 3689414 3303731 94159 22160 7019 3413031 3287398 13222 5111 2000 3303731 2943689 346929 4572 7792 3287398 0.54000 0.37000 0.09000 0 0 8492572 8492572 25398675 6307279 19091396 7551737 5816228 1735509 10321259 8861062 1460197 30779674 PERKINS STUDENT LOAN FUNDS REFUNDABLE 713018 DEFERRED RENT EXPENSE 1754043 INTEREST RATE SWAP 291214 2758275 43548678 37218 1868348 1905566 41643112 2125238 2125238 43768350 41740529 1529566 1529566 40210963 2125238 2125238 42336201 PART XI, LINE 2D - OTHER ADJUSTMENTS: SALES DISCOUNTS AND COST OF GOODS SOLD 1,448,535. COST OF FUNDRAISING EVENTS 81,031. CHANGE IN VALUE OF INTEREST RATE SWAPS 338,782. PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS AND EMPLOYEE FREE TUITION 2,125,238. PART XII, LINE 2D - OTHER ADJUSTMENTS: SALES DISCOUNTS AND COST OF GOODS SOLD 1,448,535. COST OF FUNDRAISING EVENTS 81,031. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS AND EMPLOYEE FREE TUITION 2,125,238. 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) 0 1 PROGRAM SERVICE STUDY ABROAD PROGRAM 38137 SOUTH ASIA 0 1 PROGRAM SERVICE STUDY ABROAD PROGRAM 13681 0 2 0 0 0 2 51818 0 51818 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. FOUNDER'S DAY DINNER 116769 116769 8500 29041 3500 8862 SPRING LUNCHEON 87681 87681 7000 14923 1000 8205 204450 204450 15500 43964 4500 17067 81031 123419 1 STUDENT SCHOLARSHIPS 620 1948228 BOOK FINANCIAL AID EMPLOYEE FREE TUITION 20 40674 BOOK FINANCIAL AID ALUMNI FREE TUITION 73 136336 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. X X 1 1 X X X X X X 1 0 0 0 0 0 0 0 0 CHARLES POWELL PRESIDENT (UNTIL 7/31/17) 277385 0 0 0 0 0 11847 0 3265 0 292497 0 0 0 W GLENN FORD VP FINANCE AND ADMINSTATION 194140 0 0 0 0 0 9690 0 5610 0 209440 0 0 0 TIMOTHY C CALLAHAN ACADEMIC ADVISOR (UNTIL 6/30/18) 187432 0 0 0 0 0 12225 0 0 0 199657 0 0 0 SUSAN L WEIDER VP AND DEAN STUDENT AFFAIRS 149258 0 0 0 0 0 9083 0 5610 0 163951 0 0 0 PART I, LINE 4A SEVERANCE PACKAGE PAID TO FORMER UNIVERSITY PRESIDENT CHARLES POWELL AND FORMER ACADEMIC ADVISOR TIMOTHY CALLAHAN. 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 2 25918 CLOSING PRICE X 6 33818 FMV 0 0 1 1 PART I, COLUMN (B): NUMBER OF CONTRIBUTIONS IS NUMBER OF CONTRIBUTORS. 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 338,782. FORM 990, PART XI, LINE 2C THE AUDIT COMMITTEE HAS NOT CHANGED HOW IT REVIEWS THE AUDITED FINANCIAL STATEMENTS FROM THE PRIOR YEAR.