2017-05-15T16:14:28-05:00 2016-06-30 912011386 JACOBSON JARVIS & CO PLLC 200 FIRST AVE WEST SUITE 200 SEATTLE WA 981194219 990 2015-07-01 911036794 BASTYR UNIVERSITY BAST 4256023000 14500 JUANITA DRIVE NE KENMORE WA 98028 W GLENN FORD VP FOR FINANCE & ADMINISTRATION 4256023000 2017-05-05 1 HOWARD DONKIN CPA P00147726 2066288990 2017-05-04 2015 2021-01-29 14:40:06Z W GLENN FORD 14500 JUANITA DRIVE NE KENMORE WA 98028 46615047 0 X WWW.BASTYR.EDU X 1978 WA EDUCATION INSTITUTION THAT TRAINS STUDENTS IN NATURAL HEALTH ARTS AND SCIENCES 14 12 1155 1066 -42995 -42985 1651967 2342424 36538109 39213789 75968 118118 2939607 3169948 41205651 44844279 1168605 2058680 0 0 25338445 27246578 0 0 487725 13186693 12726113 39693743 42031371 1511908 2812908 51410947 53709829 30117300 29832578 21293647 23877251 X BASTYR IS AN EDUCATIONAL INSTITUTION THAT TRAINS STUDENTS IN THE NATURAL HEALTH ARTS AND SCIENCES. 0 0 20884260 2058680 34900272 PROGRAM SERVICES RELATED TO THE ACADEMIC FUNCTION OF THE UNIVERSITY. APPROXIMATELY 1,210 STUDENTS SERVED THIS FISCAL YEAR. 2320473 PROGRAM SERVICES RELATED TO STUDENT SUPPORT SERVICES. PROVIDED SUPPORT TO APPROXIMATELY 1,210 STUDENTS THIS FISCAL YEAR. 7292916 2744965 PROGRAM SERVICES RELATED TO OPERATION OF THE CLINIC WHICH IS USED AS A TEACHING AID TO STUDENTS. THERE WERE 37,134 PATIENT VISITS THIS FISCAL YEAR. 2659970 1568552 RESEARCH AND TRAINING IN COMPLEMENTARY AND ALTERNATIVE MEDICINE. 2659970 1568552 33157619 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 1 241 0 1 1155 1 1 1 0 0 0 0 1 1 0 0 0 0 X 14 12 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 OF FINANCEADMINISTRATION 4256023000 14500 JUANITA DRIVE NE KENMORE WA 98028 ANDERSON JD SAMUEL L CHAIR 3.00 X X 0 0 0 LANG BBA DAVID VICE CHAIR 3.00 X X 0 0 0 PATTERSON MBA CPA HARLAN TRESURER 3.00 X X 0 0 0 MARGARET BREVOORT SECRETARY 3.00 X X 0 0 0 DAENELL ND CARRIE LOUISE TRUSTEE 3.00 X 0 0 0 ROLFE PAMELA TRUSTEE 3.00 X 0 0 0 MARTZEN PHD MARK R TRUSTEE & FACULTY 40.00 X 87815 0 5261 OLSWANG JD PHD STEVEN G TRUSTEE 3.00 X 0 0 0 PETTIGREW THE HONORABLE ERIC TRUSTEE 3.00 X 0 0 0 SIMS THE HONORABLE RON TRUSTEE 3.00 X 0 0 0 FLORA JON TRUSTEE 3.00 X 0 0 0 GOODE MBA GREGORY TRUSTEE 3.00 X 0 0 0 CUNNINGHAM CPA JOHN TRUSTEE 3.00 X 0 0 0 POWELL PHD CHARLES M PRESIDENT & OFFICER & BOARD OF TRUSTEES 40.00 X 107540 0 2480 CALLAHAN PHD TIMOTHY C SENIOR VP-PROVOST & OFFICER 40.00 X 181039 0 10852 HABER SHELDON VP-FINANCE&ADMIN & OFFICER (FORMER) 40.00 X 144358 0 14797 WEIDER MS SUSAN VP-STUDENT AFFAIRS & OFFICER 40.00 X 144431 0 14157 GUILTINAN ND MARY J DEAN - SCHOOL OF ND 40.00 X 137528 0 13772 WOODY MBA KEITH W VP-HUMAN RESOURCES 40.00 X 119167 0 12667 DEGER MBA COQUINA L CHIEF OF STAFF 40.00 X 119082 0 5070 OLEHAUSEN ND JONI L ASSOCIATE DEAN-BU CALIFORNIAN 40.00 X 117827 0 11635 GOLDEN PHD ARRIE L DEAN - SCHOOL OF NATURAL HEALTH 40.00 X 117168 0 12521 CHURCH PHD DANIEL K FORMER PRESIDENT & OFFICER & BOARD OF TRUSTEES 40.00 X 172461 50000 15965 1448416 50000 119177 10 1 1 0 OPENWORKS 4742 N 24TH ST SUITE 450 PHOENIX WA 85016 JANITORIAL 319002 DC BACH COMPANY 23515 NOVELTY HILL RD NE SUITE B221 REDMOND WA 98053 CONSTRUCTION 194954 MY-WAY CONSTRUCTION LLC 6855 176TH AVE NE SUITE B265 REDMOND WA 98052 CONSTRUCTION 193813 LEVEL 3 COMMUNICATIONS LLC PO BOX 910182 DENVER WA 80291 INTERNET, PHONE, AND INTERNAL NETWORK 143384 MEDHUB 62562 COLLECTION CENTER DRIVE CHICAGO WA 60693 MEDICAL CLINICAL MANAGEMENT SOFTWARE 130781 5 13362 728449 1600613 73037 2342424 TUITION AND FEES 611600 36090240 36090240 CLINIC SERVICES 621300 2974583 2974583 RESEARCH 541700 148966 148966 39213789 118118 118118 1442634 0 1442634 1442634 1442634 173893 13362 120838 53055 53055 3324189 1649930 1674259 -42995 1717254 44844279 39213789 -42995 3331061 2058680 2058680 769171 498044 271127 22124933 18612836 3266664 245433 978606 769678 196638 12290 1500873 1176805 305747 18321 1872995 1473118 376354 23523 47778 4184 43594 83730 83730 1238167 962888 267559 7720 844946 133955 622560 88431 2224369 1910075 265544 48750 527962 434646 63201 30115 4219253 2505495 1707746 6012 424156 305279 112871 6006 166309 140388 24797 1124 2251666 1801333 450333 466400 147224 319176 ACCREDITATION 78778 78778 PROGRAM/ STAFF DEVELOPM 61419 53279 8140 GRADUATION EXPENSES 50855 50609 246 STIPENDS 40325 40325 42031371 33157619 8386027 487725 X 959710 736062 14964420 17123618 252755 288885 391034 200252 762674 788087 489867 547448 447258 523249 49047843 16370445 32919026 32677398 760381 224203 64449 51410947 53709829 3666368 3611172 901264 1075644 22234299 21525969 3315369 3619793 30117300 29832578 X 18983720 21329012 912305 1142054 1397622 1406185 21293647 23877251 51410947 53709829 X 2812908 -229304 X X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3303731 94159 22160 7019 3413031 3287398 13222 5111 2000 3303731 2943689 346929 4572 7792 3287398 3444492 4875 3746 500 508924 2943689 3080935 364002 7556 8001 3444492 0.59000 0.37000 0.04000 0 0 8492572 8492572 19891586 4731457 15160129 11461594 4892232 6569362 9202091 6746756 2455335 32677398 PERKINS STUDENT LOAN FUNDS REFUNDABLE 702366 DEFERRED RENT EXPENSE 1808743 INTEREST RATE SWAP 1108684 3619793 44327063 1541464 1541464 42785599 2058680 2058680 44844279 41743459 1770768 1770768 39972691 2058680 2058680 42031371 PART XI, LINE 2D - OTHER ADJUSTMENTS: UNREALIZED GAIN ON INTEREST RATE SWAPS -229,304. SALES DISCOUNTS AND COST OF GOODS SOLD 1,649,930. COST OF FUNDRAISING EVENTS 120,838. PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS AND EMPLOYEE FREE TUITION 2,058,680. PART XII, LINE 2D - OTHER ADJUSTMENTS: SALES DISCOUNTS AND COST OF GOODS SOLD 1,649,930. COST OF FUNDRAISING EVENTS 120,838. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS AND EMPLOYEE FREE TUITION 2,058,680. 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. EAST ASIA AND THE PACIFIC - PROGRAM SERVICE BU STUDENTS TRAINING IN CHINA 20799 0 0 0 0 0 0 20799 0 20799 0 0 0 0 0 0 FOUNDER'S DAY DINNER 94991 5087 89904 7205 19888 14762 SPRING LUNCHEON 75934 6800 69134 18720 15483 1 16330 1475 14855 24109 20671 187255 13362 173893 7205 62717 50916 120838 53055 1 STUDENT SCHOLARSHIPS 634 1916321 BOOK FINANCIAL AID EMPLOYEE FREE TUITION 33 51932 BOOK FINANCIAL AID ALUMNI FREE TUITION 77 90427 BOOK FINANCIAL AID X 1 1 X X X X X X 0 0 0 0 0 0 0 0 0 CALLAHAN PHD TIMOTHY C SENIOR VP-PROVOST & OFFICER 181039 0 0 0 0 0 10852 0 0 0 191891 0 0 0 HABER SHELDON VP-FINANCE&ADMIN & OFFICER (FORMER) 144358 0 0 0 0 0 9421 0 5376 0 159155 0 0 0 WEIDER MS SUSAN VP-STUDENT AFFAIRS & OFFICER 144431 0 0 0 0 0 8781 0 5376 0 158588 0 0 0 GUILTINAN ND MARY J DEAN - SCHOOL OF ND 137528 0 0 0 0 0 8396 0 5376 0 151300 0 0 0 CHURCH PHD DANIEL K FORMER PRESIDENT & OFFICER & BOARD O 172461 0 0 50000 0 0 13184 0 2781 0 188426 50000 0 0 A WHEFA 2001-06-21 11090000 REDEMPTION OF 2005 BONDS 0 0 0 B WHEFA 2001-06-21 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 17 1525 RETAIL PRICE X 1 9853 QUOTED PRICE X 28 3080 RETAIL PRICE X DISPENSARY PRODUCTS 82 48972 WHOLESALE PRICE X AUCTION ITEMS 60 6252 SALES PRICE AT AUCTI X OTHER 6 3355 ESTIMATE 0 1 0 FORM 990, PART VI, SECTION B, LINE 11 THE FORM IS PREPARED BY AN INDEPENDENT AUDIT COMPANY. IT IS REVIEWED BY THE CONTROLLER AND THE VICE PRESIDENT FOR FINANCE & 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 INTRANET. FORM 990, PART XI, LINE 9: UNREALIZED GAIN ON INTEREST RATE SWAP -229,304. FORM 990, PART XI, LINE 2C THE AUDIT COMMITTEE HAS NOT CHANGED HOW IT REVIEWS THE AUDITED FINANCIAL STATEMENTS FROM THE PRIOR YEAR.