2019-05-13T18:56:08-07:00 2018-06-30 990 2017-07-01 061744054 PACIFIC NORTHWEST UNIVERSITY OF HEALTH SCIENCES PACI 5094525100 111 University Parkway Suite 202 Yakima WA 98901 Michael Lawler President 5094525100 2019-05-13 69.55.210.101 2017 2019-02-21 02:37:17Z Michael Lawler 111 University Parkway Suite 202 Yakima WA 98901 37429104 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. 15 14 351 25 0 0 1902958 3550648 30660159 31495775 54345 132842 102355 119758 32719817 35299023 123500 108000 0 0 14607965 17513483 0 0 714447 9091218 9666637 23822683 27288120 8897134 8010903 78592229 84202440 47236795 44774537 31355434 39427903 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 0 19596185 108000 31495775 The University provided education and training to students pursuing a Doctorate in Osteopathic medicine. 0 0 0 19596185 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 1 214 0 1 351 1 0 0 0 0 0 1 1 0 0 0 0 X 15 14 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 Warren Buck PhD Trustee through 10-2017 1 0 X 0 0 0 C Vaughn Bulfinch DO Trustee 1 0 X 0 0 0 Priscilla Cadwell Trustee 1 0 X 0 0 0 Federico Cruz-Uribe MD Trustee 1 0 X 0 0 0 Roberta Gabbard Trustee 1 0 X 0 0 0 John Jarstad MD Trustee 1 0 X 0 0 0 Bruce Kinney DDS Trustee 1 0 X 0 0 0 Catherine Potts MD Trustee 1 0 X 0 0 0 John Sturgeon Trustee through 12-2017 1 0 X 0 0 0 Joseph Wilczek Trustee 1 0 X 0 0 0 Vickie Ybarra PhD MPH RN Trustee 1 0 X 0 0 0 Heather Phipps DO Chair 1 0 X X 0 0 0 Dennis Fulton Vice Chair 1 0 X X 0 0 0 Christopher Clark DO Secretary 1 0 X X 32242 0 0 John Vornbrock Treasurer 1 0 X X 0 0 0 James Haven MD Asst Secretary-Treasurer 1 0 X X 0 0 0 Lawrence Larson DO Imm. Past Chair 1 0 X X 0 0 0 D Keith Watson DO President 40 0 X 380685 0 33206 Edward Bilsky Chief Academic Officer-Provost 40 0 X 282023 0 22103 Robert Sutton PhD Sr Advisor to the President 34 0 X 199225 0 27339 Ann Hittle Chief Financial Officer 40 0 X 188010 0 26180 Frank Alvarez Chief Operations Officer 40 0 X 179901 0 26512 Michele Erickson Chief Development Officer 40 0 X 163280 0 22972 Michele McCarroll PhD Chief Research Officer 40 0 X 133139 0 15425 Dean ODriscoll Chief Communications Officer 40 0 X 118173 0 20591 Stefanie Durand Chief Human Resources Officer 40 0 X 102480 0 17306 Jameson Watkins Chief Information Officer 40 0 X 46860 0 8313 Thomas Scandalis DO Dean COM 40 0 X 326664 0 34336 Anita Showalter DO Associate Dean Clinical Ed 40 0 X 228822 0 32249 Brandon Isaacs DO Associate Dean Postdoctoral Ed 40 0 X 217392 0 19161 Marc Cote DO Assistant Dean Clinical Ed 40 0 X 214182 0 20557 Douglas Shearer MD PhD Chief of Pathology 40 0 X 191244 0 27353 Stephen Laird DO Associate Dean Student Affairs 40 0 X 190242 0 29431 3194564 0 383034 33 0 1 0 Designated Interpreters LLC 502 West 152nd Street Number 2 New York NY 10031 Interpreters 294532 Let it Shine Commercial Cleaning 3005 Castlevale Road Number 40 Yakima WA 98902 Janitorial 280055 Absolute Comfort Technology LLC 106 West Mead Avenue Yakima WA 98902 HVAC 267510 Digital Design and Development LLC 3611 River Road Suite 100 Yakima WA 98902 Construction Management 209799 Merritt Hawkins and Assoc 8840 Cypress Waters Blvd Suite 300 Dallas TX 75019 Recruiting 187216 10 0 0 40122 0 302345 3208181 13515 3550648 Tuition and fees 900099 29905672 29905672 0 0 Partner programs 900099 1071598 1071598 0 0 Interprofessional collaborative 900099 163333 163333 0 0 355172 355172 0 0 31495775 129816 0 0 129816 0 0 0 0 0 0 0 0 268767 0 147027 0 121740 0 121740 0 0 121740 1965653 0 1962627 0 3026 0 3026 0 0 3026 18445 40122 20427 -1982 0 -1982 0 35299023 31495775 0 252600 0 0 108000 108000 0 0 0 0 2530198 1332787 987219 210192 0 0 0 0 11897309 9889207 1770685 237417 889104 700137 162849 26118 1196694 942354 219187 35153 1000178 787604 183193 29381 0 0 0 0 13533 3236 10297 0 88167 0 88167 0 60000 0 60000 0 0 0 37564 0 24219 13345 2382620 1780903 533958 67759 0 0 0 0 160048 64390 95658 0 504644 167033 322533 15078 0 0 0 0 391659 166055 225604 0 0 0 0 0 0 0 0 0 668580 480256 155695 32629 1323187 529275 793912 0 0 0 0 0 1565881 626352 939529 0 204372 81749 122623 0 Student Expenses 1109373 1106230 3143 0 Recruitment 482660 373803 81094 27763 Supplies 509199 311585 182312 15302 Dues & Accreditation Fees, Bank Fees, Other 165150 145229 15611 4310 27288120 19596185 6977488 714447 15871549 16933149 6264062 9362146 2174186 2498164 1390734 1077754 0 0 0 0 0 0 0 0 329551 458099 60563445 8627183 50963567 51936262 1109047 1435844 0 0 0 0 0 0 489533 501022 78592229 84202440 2626891 2593317 0 0 7396904 6369096 22194470 34085778 0 0 0 0 12004331 0 3014199 1726346 0 0 47236795 44774537 X 29223017 35367698 1019653 2738685 1112764 1321520 31355434 39427903 78592229 84202440 8010903 61566 0 0 0 0 X 0 1 X 1 1 1 X 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. 1203534 208756 91627 68073 0 0 1435844 1001994 112764 129437 40661 0 0 1203534 1042895 0 -10417 20000 10484 0 1001994 1065667 0 12057 20000 14829 0 1042895 1000000 0 65667 0 0 0 1065667 0 0.92 0.08 0 0 0 21335750 21335750 0 31858781 4625445 27233336 0 54443 52067 2376 0 5345167 3905051 1440116 0 1969304 44620 1924684 51936262 0 0 X 35528043 61565 0 0 167455 229020 35299023 0 0 0 35299023 27455574 0 0 0 167454 167454 27288120 0 0 0 27288120 Schedule D, Part V, Line 4 Student Scholarships Schedule D, Part X, Line 2 The University is exempt from federal and state incomes taxes under the provisions of section 501(c)(3) of the Internal Revenue Code except to the extent of unrelated business income 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, 2018 and June 30, 2017. The University files income tax returns in the U.S. federal jurisdictions. In addition, the University has no material unrelated business income subject to tax at June 30, 2018 and 2017. Schedule D, Part XI, Line 2d Rental expenses of $147,027 entered on Part VIII Line 6b and fundraising expenses of $20,427 entered on Part VIII8b. Schedule D, Part XII, Line 2d Rental expense of $147,027 entered on Part VIII Line 6b and fundraising expenses of $20,427 entered on Part VIII Line 8b. 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. Thus the radical nondiscrimination policy is featured on its website and on student applications and brochures utilized from recruitment. Schedule E, Part I, Line 6 Federal Financial Aid is provided to eligible students. Golf 17 58567 40122 18445 700 5083 11417 2822 0 405 0 0 58567 40122 18445 700 5083 11417 2822 0 405 20427 -1982 1 Scholarships 14 108000 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. X 1 1 X X X 0 0 0 0 0 0 0 0 0 D Keith Watson DO President 379935 0 0 0 750 0 24075 0 9131 0 413891 0 0 0 Edward Bilsky Chief Academic Officer-Provost 281303 0 0 0 720 0 12150 0 9953 0 304126 0 0 0 Robert Sutton PhD Sr Advisor to the President 198475 0 0 0 750 0 17232 0 10107 0 226564 0 0 0 Ann Hittle Chief Financial Officer 187770 0 0 0 240 0 17401 0 8779 0 214190 0 0 0 Frank Alvarez Chief Operations Officer 179151 0 0 0 750 0 16251 0 10261 0 206413 0 0 0 Michele Erickson Chief Development Officer 162530 0 0 0 750 0 13508 0 9464 0 186252 0 0 0 Michele McCarroll PhD Chief Research Officer 132869 0 0 0 270 0 8172 0 7253 0 148564 0 0 0 Dean ODriscoll Chief Communications Officer 117423 0 0 0 750 0 10903 0 9688 0 138764 0 0 0 Stefanie Durand Chief Human Resources Officer 102480 0 0 0 0 0 7891 0 9415 0 119786 0 0 0 Jameson Watkins Chief Information Officer 46650 0 0 0 210 0 2352 0 5961 0 55173 0 0 0 Thomas Scandalis DO Dean COM 325674 0 0 0 990 0 24075 0 10261 0 361000 0 0 0 Anita Showalter DO Associate Dean Clinical Ed 228072 0 0 0 750 0 21133 0 11116 0 261071 0 0 0 Brandon Isaacs DO Associate Dean Postdoctoral Ed 216642 0 0 0 750 0 17868 0 1293 0 236553 0 0 0 Marc Cote DO Assistant Dean Clinical Ed 214182 0 0 0 0 0 19206 0 1351 0 234739 0 0 0 Douglas Shearer MD PhD Chief of Pathology 191244 0 0 0 0 0 17918 0 9435 0 218597 0 0 0 Stephen Laird DO Associate Dean Student Affairs 190242 0 0 0 0 0 18315 0 11116 0 219673 0 0 0 Schedule J, Part I, Line 1a Dues to the Country Club for business meals only for the PNWU President, Dean and Chief Development Officer. Only social dues are paid for the use of the dining facilities with key donors. It has been determined that it is not to be considered taxable compensation. A Washington Higher Education Facilities Authority 911306482 2013-02-15 24500000 Refinance 0 0 0 B Washington Higher Education Facilities Authority 911306482 2018-03-01 34880000 Refunding Revenue Bonds 0 0 0 A 24500000 0 24500000 0 0 0 439237 0 0 0 24060763 0 2013 1 0 1 1 B 420000 0 34880000 0 0 0 380622 0 0 0 34499378 0 2018 1 0 1 1 A 0 0 1 1 0 0 0 0 0 0 1 B 0 0 1 1 0 0 0 0 0 0 1 A 1 0 0 0 0 1 B 1 0 0 0 0 1 A 1 B 1 Schedule K, Part III, Line 3a-03/01/2018 34,880,000 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 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 not 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 no replace any applicable state or federal laws governing conflict of interest applicable to nonprofit and charitable organizations. The PNWU policy covers trustees, 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 any 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's process is monitored continuously by the Board Chair with the question raised prior to the start of each Board meeting regarding conflicts with the 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, AON Hewitt, conducts a review to verify reasonableness of executive compensation. AON Hewitt completed the most recent review in May 2016 and changes to executive compensation were effective June 1, 2016. Decision 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.