2017-07-05T09:40:12-05:00 2016-08-31 410746749 CLIFTONLARSONALLEN LLP 220 SOUTH SIXTH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2015-09-01 950948050 SOUTHERN CALIFORNIA UNIVERSITY OF HEALTH SCIENCES SOUT 5629023355 16200 E AMBER VALLEY DRIVE WHITTIER CA 90604 THOMAS K ARENDT VP-ADMINISTRATION AND FINANCE 5629023355 2017-06-28 1 LARRY ADAMS P01314654 6123764500 2015 2021-01-29 14:40:06Z JOHN SCARINGE 16200 E AMBER VALLEY DRIVE WHITTIER CA 90604 31341959 0 X WWW.SCUHS.EDU X 1948 CA SEE SCHEDULE O. TO EDUCATE STUDENTS AS COMPETENT, CARING AND SUCCESSFUL PRACTITIONERS OF INTEGRATIVE HEALTHCARE. 14 14 295 15 23786 -7382 476494 1797214 22163506 21831323 15122110 518083 80720 130173 37842830 24276793 942344 863968 0 0 13068352 14422729 0 0 154128 8719676 8810091 22730372 24096788 15112458 180005 32169788 33059629 2747249 2937812 29422539 30121817 X THE MISSION OF SCU IS TO EDUCATE STUDENTS AS COMPETENT, CARING AND SUCCESSFUL PRACTITIONERS OF THE 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 AND THE COLLEGE OF SCIENCE AND INTEGRATIVE HEALTH. 0 0 14286561 863968 21807537 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 AND THE COLLEGE OF SCIENCE AND INTEGRATIVE HEALTH. SCU OFFERS FOUR MAIN DEGREE PROGRAMS. 1) DOCTORATE OF CHIROPRACTIC DEGREE (DC), 2) MASTER OF ACUPUNCTURE AND ORIENTAL MEDICINE (MAOM), 3) DOCTORATE OF CHINESE MEDICINE (DACM),AND 4) BACHELOR OF SCIENCE IN BIOLOGICAL SCIENCES (BSBS). IN ADDITION TO THESE, SCU OFFERS CERTIFICATE PROGRAMS IN MASSAGE THERAPY, AYURVEDA, AND YOGA TEACHER TRAINING, AND AN ACCELERATED SCIENCE PREREQUISITE COMPLETION PROGRAM (ISP/IOS). IN FY16, THERE WERE 985 STUDENTS ENROLLED AT SCU IN THE FOLLOWING PROGRAMS. 1) 454 IN DC, 2) 30 IN MAOM, 3) 19 IN DACM, 4) 23 IN BSBS, 5) 5 IN MASSAGE THERAPY, 6) 28 IN AYURVEDA, 7) 12 IN YOGA, AND 7) 414 IN ISP/IOS. A TOTAL OF 122 DEGREES WERE GRANTED DURING THE YEAR - 110 DOCTORATE DEGREES AND 12 MASTERS DEGREES. 14286561 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 1 0 0 0 0 0 0 0 0 1 124 0 295 1 1 1 0 0 0 0 0 0 0 0 0 X 14 14 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 WILLIAM VALUSEK BOARD CHAIR 2.00 X X 0 0 0 SONJA GIBSON BOARD VICE CHAIR 2.00 X X 0 0 0 MARK DEDERICHS BOARD SECRETARY 2.00 X X 0 0 0 THOMAS BAKEMAN BOARD MEMBER 2.00 X 0 0 0 JEFF BROWNE BOARD MEMBER 2.00 X 0 0 0 ARTURO ESCOBEDO BOARD MEMBER 2.00 X 0 0 0 MARTIN GALLEGOS BOARD MEMBER 2.00 X 0 0 0 RON HODGES BOARD MEMBER 2.00 X 0 0 0 JASON JANKOWIAK BOARD MEMBER 2.00 X 0 0 0 WILLIAM KEPPLER BOARD MEMBER 2.00 X 0 0 0 RON LAU BOARD MEMBER 2.00 X 0 0 0 LAWRENCE TAIN BOARD MEMBER 2.00 X 0 0 0 PAUL TREINEN ASSOCIATE BOARD MEMBER 1.00 X 0 0 0 MICHAELLE YANEZ-JIMINEZ BOARD MEMBER 2.00 X 0 0 0 CALEB ZIA BOARD MEMBER 2.00 X 0 0 0 JOHN SCARINGE PRESIDENT 40.00 X 303337 0 32481 TODD KNUDSEN CHIEF OF STAFF 40.00 X 147634 0 34920 TOM ARENDT VP - ADMINISTRATION AND FINANCE/CFO 40.00 X 157957 0 35358 DEBRA BENAVENTE VP - ENROLLMENT MANAGEMENT AND STUDENT AFFAIRS 40.00 X 144132 0 12355 MELISSA KIMURA VP - SCU HEALTH SYSTEM & CHIEF CLINICAL OFFICER 40.00 X 120952 0 25275 MICHAEL ROCKE SPECIAL PROJECTS MANAGER 40.00 X 101746 0 11472 NONI THREINEN AVP ACADEMIC AFFAIRS 40.00 X 109411 0 23995 SAMIR AYAD ASSOCIATE PROFESSOR 40.00 X 107384 0 10755 ROBB RUSSELL EXECUTIVE DIRECTOR OF CENTERS OF EXCELLENCE 40.00 X 104615 0 0 1297168 0 186611 9 0 1 0 CALIBER CONTRACTING 2340 S EL CAMINO REAL AVE SAN CLEMENTE CA 92672 CONSTRUCTION OF NEW PARKING LOTS 2290030 LIFELONG EDUCATION INSTITUTE 84 LOVELL AVE MILL VALLEY CA 94941 ACCELERATED SCIENCES MARKETING VENDOR 1772569 TIAACREF DEPARTMENT 76113 LOS ANGELES CA 90088 BENEFIT PLAN TRUSTEE 528883 THE CRE8IVE DEPARTMENT 111 W OCEAN BLVD STE 477 LONG BEACH CA 90802 MARKETING CONSULTANT 234991 OFFICE TEAM PO BOX 743295 LOS ANGELES CA 90074 TEMPORARY OFFICE HELP 162299 16 175551 1621663 191593 1797214 TUITION AND FEES 611600 20566221 20566221 HEALTH CENTERS 611710 1097156 1093170 3986 OTHER SUPPORT SERVICES 611710 167946 148146 19800 21831323 484177 484177 122512 0 122512 122512 122512 6981709 6947803 33906 33906 33906 125024 117363 7661 7661 24276793 21807537 23786 648256 X 863968 863968 1032786 136479 820187 76120 10947473 8808181 2104685 34607 371070 304954 66116 916797 731561 181950 3286 1154603 877021 267711 9871 14998 14998 101298 15011 86287 59875 59875 91409 91409 95379 95379 3702450 1581533 2110430 10487 266622 19171 247451 278498 112984 165054 460 471193 36627 434377 189 300869 155184 134898 10787 11 11 1094224 1094224 196965 196965 UTILITIES 375878 375878 DUES/FEES/SUBSCRIPTIONS 233390 66838 166537 15 LEASE & RENTAL 147047 41325 100258 5464 CONTINUING EDUCATION 140127 99167 39860 1100 1239858 436557 801559 1742 24096788 14286561 9656099 154128 7294198 3864865 330202 330797 21436 1289740 200025 305810 50000 144013 130456 231580 198070 437326 581377 32329757 19565657 11644164 12764100 11529389 13342663 337455 201751 32169788 33059629 1961963 2119368 509333 555437 275953 263007 2747249 2937812 X 28322958 27427476 759869 914466 339712 1779875 29422539 30121817 32169788 33059629 180005 519273 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 0 0 0 0 1 91409 91409 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. 339712 1518838 55956 1914506 81000 258712 339712 81000 81000 81000 81000 0.00000 0.92970 0.07030 0 0 20700 3548364 3569064 20625438 13731114 6894324 7082533 5480082 1602451 1052722 354461 698261 12764100 ASSET RETIREMENT OBLIGATION 263007 263007 X 21425127 519273 519273 20905854 95379 3275560 3370939 24276793 23070340 0 23070340 95379 931069 1026448 24096788 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, 2016 AND 2015. THE UNIVERSITY'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. PART XI, LINE 4B - OTHER ADJUSTMENTS: COGS -117,363. NON-OPERATING ACTIVITIES 2,462,020. HEALTH CENTER WRITE OFFS 66,935. SCHOLARSHIPS 863,968. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS 863,968. COGS -117,363. NON-OPERATING SEVERANCE COSTS 117,529. HEALTH CENTER WRITE OFFS 66,935. 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 57 46500 N/A N/A ALUMNI OR DUAL PROGRAM AOM STUDENT 5% DISCOUNTS 24 3542 N/A N/A INTERNATIONAL 32 84022 N/A N/A TUITION REMISSIONS AND DISCOUNTS 57 123980 N/A N/A ENDOWED 25 20750 N/A N/A OLYMPIC ATHLETE SCHOLARSHIPS 3 31368 N/A N/A LEGACY 28 14596 N/A N/A MERIT 33 40100 N/A N/A NEW PROGRAM SCHOLARSHIPS 82 100690 N/A N/A ACCELERATED SCIENCES DISCOUNTS 921 320474 N/A N/A OTHER 77 50296 N/A N/A VA BENEFITS 10 27650 N/A N/A PART I, LINE 2: SCHOLARSHIPS ARE AVAILABLE TO STUDENTS WHO ARE ACTIVE IN THE 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 0 0 0 0 0 0 0 0 0 JOHN SCARINGE PRESIDENT 270000 0 27000 0 6337 0 13250 0 19231 0 335818 0 0 0 TODD KNUDSEN CHIEF OF STAFF 147634 0 0 0 0 0 7555 0 27365 0 182554 0 0 0 TOM ARENDT VP - ADMINISTRATION AND FINANCE/CFO 157957 0 0 0 0 0 7993 0 27365 0 193315 0 0 0 DEBRA BENAVENTE VP - ENROLLMENT MANAGEMENT AND STUDE 144132 0 0 0 0 0 7182 0 5173 0 156487 0 0 0 INTEGRATIVE PRACTITIONERS CORPORATION IPC IS 49% OWNED BY PRESIDENT JOHN SCARINGE ORGANIZATIONAL START-UP COSTS X 50000 50000 0 1 0 50000 MELISSA KIMURA EMPLOYMENT OF SPOUSE - KRIS KIMURA 146227 KRIS KIMURA IS EMPLOYED BY THE ORGANIZATION AS THE DIRECTOR OF HUMAN PERFORMANCE. 0 INTEGRATIVE PRACTITIONERS CORPORATION IPC IS 49% OWNED BY PRESIDENT JOHN SCARINGE 1142 FACILITY MANAGEMENT SERVICES 0 X 2 191593 PUBLICY TRADED 0 0 0 0 PART I, COLUMN (B): THE ORGANIZATION REPORTS THE NUMBER OF CONTRIBUTORS ON SCHEDULE M, PART I, COLUMN B. 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 11 THE 990 IS FIRST REVIEWED BY THE EXECUTIVE DIRECTOR OF 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 DETERMINED IN AN ANNUAL REVIEW BY THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS. THE REVIEW INCLUDES DATA FROM COMPARABLE INSTITUTIONS AND A DEFINED TARGET WITHIN THOSE INSTITUTIONS. THE COMPENSATION OF THE OFFICERS OF THE COLLEGE ARE DETERMINED BY ANNUAL REVIEW OF THE PRESIDENT AND INCLUDES COMPARABLE DATA. THIS PROCESS WAS LAST PERFORMED IN 2016. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION PROVIDES THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 1,581,533. MANAGEMENT AND GENERAL EXPENSES 2,110,430. FUNDRAISING EXPENSES 10,487. TOTAL EXPENSES 3,702,450.