A T STILL UNIVERSITY OF HEALTH SCIENCES: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- A T STILL UNIVERSITY OF HEALTH SCIENCES (EIN 43-0356250)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-02-13
- IRS object ID
- 201400449349301100
- Schema version
- 2012v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-02-13T08:54:42-06:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 Walnut Suite 1700 | AddressLine1 |
| City | Kansas City | City |
| State | MO | State |
| ZIP Code | 641062246 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 430356250 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | A T Still University of Health Sciences | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % MONICA L HARRISON | InCareOfName |
| Name Control | ATST | NameControl |
| Phone | 6606262325 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 W Jefferson | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | Kirksville | City |
| State | MO | State |
| ZIP Code | 63501 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MONICA L HARRISON | Name |
| Title | VICE PRESIDENT | Title |
| Phone | 8162216300 | Phone |
| Date Signed | 2014-02-15 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Michael J Engle | Name |
| Phone | 8162216300 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | CRAIG M PHELPS | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 W Jefferson | AddressLine1 |
| City | Kirksville | City |
| State | MO | State |
| ZIP Code | 63501 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 153086012 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.atsu.edu | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1926 | YearFormation |
| State Legal Domicile | MO | StateLegalDomicile |
| Activity Or Mission Description | EDUCATE STUDENTS TO BE COMPETENT HEALTHCARE PROFESSIONALS WITH OSTEOPATHIC PRINCIPLES AND PHILOSOPHY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 14 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 13 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1825 | TotalNbrEmployees |
| Total Nbr Volunteers | 2864 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 6801077 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 6835376 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 97708145 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 101869220 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 448823 | InvestmentIncomePriorYear |
| Investment Income Current Year | 3631429 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 2491544 | OtherRevenuePriorYear |
| Other Revenue Current Year | 2610355 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 107449589 | TotalRevenuePriorYear |
| Total Revenue Current Year | 114946380 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1247633 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1373724 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 64370281 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 69987248 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 43470 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 142955 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 2320292 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 38216077 | OtherExpensePriorYear |
| Other Expenses Current Year | 37765330 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 103877461 | TotalExpensesPriorYear |
| Total Expenses Current Year | 109269257 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 3572128 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 5677123 | RevenuesLessExpensesCY |
| Total Assets BOY | 226033106 | TotalAssetsBOY |
| Total Assets EOY | 241716222 | TotalAssetsEOY |
| Total Liabilities BOY | 72700819 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 77548802 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 153332287 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 164167420 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | SEE SCHEDULE O | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 75063851 | Expense |
| Grants | 1373761 | Grants |
| Revenue | 93955945 | Revenue |
| Description | See Schedule O | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 10559937 | Expense |
| Grants | 0 | Grants |
| Revenue | 7655245 | Revenue |
| Description | Clinics - As part of KCOM's education program, the University operates the Gutensohn Osteopathic Health and Wellness Clinic in Kirksville, MO. As a part of ASDOH's education program, the University operates dental clinics in Mesa and Glendale, AZ. As part of ASHS's education program, the University operates a Hearing and Balance Clinic in Mesa, AZ. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 567591 | Expense |
| Grants | 0 | Grants |
| Revenue | 258032 | Revenue |
| Description | As a service to employees and students, ATSU operates a campus recreational facility and 44 student apartments. The recreational facility is in the process of being expanded to accommodate the new dental students on the Kirksville campus. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 86191379 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | true | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | false | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | true | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | true | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | true | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | true | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 4035 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 1825 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 14 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 13 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | AR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | SC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | MONICA L HARRISON | NamePerson |
| Telephone Number | 6606262325 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 W JEFFERSON | AddressLine1 |
| City | Kirksville | City |
| State | MO | State |
| ZIP Code | 63501 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (36 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| KENNETH A BURDICK | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| CLYDE EVANS | |||||||||
| TRUSTEE/CHAIRPERSON | 1.0 | X | 4188 | 0 | X | ||||
| RONALD WINKLER | |||||||||
| TRUSTEE | 1.0 | X | |||||||
| MANUEL BEDOYA | |||||||||
| TRUSTEE | 1.0 | X | |||||||
| DANIEL BIERY | |||||||||
| TRUSTEE | 1.0 | X | |||||||
| CYNTHIA BYLER | |||||||||
| TRUSTEE/SECRETARY | 1.0 | X | X | ||||||
| CARL BYNUM | |||||||||
| TRUSTEE | 1.0 | X | |||||||
| REID BUTLER | |||||||||
| TRUSTEE | 1.0 | X | |||||||
| ROBERT KING | |||||||||
| TRUSTEE | 1.0 | X | |||||||
| PAUL LINES | |||||||||
| TRUSTEE | 1.0 | X | |||||||
| JOHN ROBINSON | |||||||||
| TRUSTEE | 1.0 | X | 2500 | 0 | |||||
| ROBERT UHL | |||||||||
| TRUSTEE/VICE CHAIRPERSON | 1.0 | X | X | ||||||
| JAMES CANNON | |||||||||
| TRUSTEE | 1.0 | X | |||||||
| STANLEY GROGG | |||||||||
| TRUSTEE | 1.0 | X | 700 | 0 | |||||
| DOROTHY MUNCH | |||||||||
| TRUSTEE | 1.0 | X | |||||||
| CHESTER DOUGLASS | |||||||||
| TRUSTEE | 1.0 | X | |||||||
| ISAAC R NAVARRO | |||||||||
| TRUSTEE | 1.0 | X | 0 | ||||||
| G SCOTT DREW | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | |||||
| CRAIG M PHELPS | |||||||||
| PRESIDENT | 40.0 | 389946 | 0 | 44735 | X | ||||
| MONICA L HARRISON | |||||||||
| VICE PRESIDENT/CFO | 40.0 | 167684 | 0 | 30319 | X | ||||
| JACK DILLENBERG | |||||||||
| DEAN | 40.0 | 308298 | 0 | 46123 | X | ||||
| DOUGLAS WOOD | |||||||||
| SR VICE PRESIDENT | 40.0 | 407076 | 0 | 21772 | X | ||||
| JEFFREY A SUZEWITS | |||||||||
| INTERIM DEAN | 40.0 | 245140 | 0 | 43556 | X | ||||
| THOMAS MCWILLIAMS | |||||||||
| INTERIM DEAN | 40.0 | 227260 | 0 | 39904 | X | ||||
| MICHAEL MCMANIS | |||||||||
| VICE PRESIDENT | 40.0 | 191188 | 0 | 35871 | X | ||||
| MARGARET WILSON LEMLEY | |||||||||
| DEAN | 40.0 | 198184 | 0 | 22572 | X | ||||
| ANITA KALOUSEK | |||||||||
| DEAN | 40.0 | 166986 | 0 | 10939 | X | ||||
| KEVIN MARBERRY | |||||||||
| ASSOCIATE PROFESSOR | 40.0 | 534420 | 0 | 42152 | X | ||||
| MICHAEL D LOCKWOOD | |||||||||
| CHAIRPERSON OF OMM | 40.0 | 244116 | 0 | 41603 | X | ||||
| OT WENDEL | |||||||||
| VICE PRESIDENT | 40.0 | 264902 | 0 | 43952 | X | ||||
| ROBERT SCHNEIDER | |||||||||
| ASSOCIATE PROFESSOR | 40.0 | 229096 | 0 | 30586 | X | ||||
| RALPH BOLING | |||||||||
| ASSOCIATE PROFESSOR | 40.0 | 247883 | 0 | 28572 | X | ||||
| RANDY DANIELSEN | |||||||||
| DEAN | 40.0 | 143722 | 0 | 8424 | X | ||||
| JOHN HEARD | |||||||||
| VICE PRESIDENT | 40.0 | 167162 | 0 | 19309 | X | ||||
| ROBERT BASHAM | |||||||||
| VICE PRESIDENT | 40.0 | 153883 | 0 | 19087 | X | ||||
| KIMBERLY O'REILLY | |||||||||
| DEAN | 40.0 | 114057 | 0 | 27327 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 4408391 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 556803 | TotalOtherCompensation |
| Number Individuals GT100 K | 116 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|
| RIVER CITY CONSTRUCTION LLC | |
| CONSTRUCTION | 5880907 |
| CANNON CORPORATION SUBSIDIARIES | |
| ARCHITECT | 958116 |
| UNITED HEALTHCARE INSURANCE | |
| ADMIN. INSURANCE | 954077 |
| AHWATUKEE DENTAL LAB | |
| LABORATORY SERVICES | 525229 |
| HEALTH SOURCE OF OHIO | |
| LEARNING FACILITATIO | 450573 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 39 | NumberOfContractorsGT100K |
| Fundraising Events | 48650 | FundraisingEvents |
| Government Grants | 2530663 | GovernmentGrants |
| All Other Contributions | 4256063 | AllOtherContributions |
| Noncash Contributions | 298483 | NoncashContributions |
| Total Contributions | 6835376 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Educational Programs | 611600 | 93789228 | 93789228 |
| Patient Care | 621400 | 7655244 | 7655244 |
| Student Loan Interest | 611710 | 166717 | 166717 |
| Student Housing/recreational | 611710 | 258031 | 258031 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 101869220 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2696733 | TotalRevenueColumn |
| Exclusion | $2,696,733 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2517 | TotalRevenueColumn |
| Exclusion | $2,517 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 1775655 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 1775655 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1775655 | TotalRevenueColumn |
| Exclusion | $1,775,655 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 39000241 | Securities |
| Other | 8760 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 38068772 | Securities |
| Other | 8050 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 931469 | Securities |
| Other | 710 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 932179 | TotalRevenueColumn |
| Exclusion | $932,179 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 21900 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 48650 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 62810 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -40910 | TotalRevenueColumn |
| Exclusion | -$40,910 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Miscellaneous Income | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 875610 | TotalRevenueColumn |
| Exclusion | $875,610 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 875610 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 114946380 | TotalRevenueColumn |
| Related Or Exempt Function Income | 101869220 | RelatedOrExemptFunctionIncome |
| Exclusion | $6,241,784 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | X | InfoInScheduleOPartIX |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 297414 | Total |
| Program Services | 297414 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1072060 | Total |
| Program Services | 1072060 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4250 | Total |
| Program Services | 4250 | ProgramServices |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2939516 | Total |
| Program Services | 2506333 | ProgramServices |
| Management And General | 433183 | ManagementAndGeneral |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 53739550 | Total |
| Program Services | 45752758 | ProgramServices |
| Management And General | 6768019 | ManagementAndGeneral |
| Fundraising | 1218773 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3048373 | Total |
| Program Services | 2205254 | ProgramServices |
| Management And General | 729415 | ManagementAndGeneral |
| Fundraising | 113704 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6544399 | Total |
| Program Services | 4441973 | ProgramServices |
| Management And General | 1815080 | ManagementAndGeneral |
| Fundraising | 287346 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3715410 | Total |
| Program Services | 3146905 | ProgramServices |
| Management And General | 482916 | ManagementAndGeneral |
| Fundraising | 85589 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 56216 | Total |
| Management And General | 56216 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 94944 | Total |
| Management And General | 94944 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15000 | Total |
| Program Services | 15000 | ProgramServices |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 142955 | Total |
| Fundraising | 142955 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 528200 | Total |
| Management And General | 528200 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11413810 | Total |
| Program Services | 10822189 | ProgramServices |
| Management And General | 513725 | ManagementAndGeneral |
| Fundraising | 77896 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 396148 | Total |
| Program Services | 193296 | ProgramServices |
| Management And General | 187417 | ManagementAndGeneral |
| Fundraising | 15435 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8483342 | Total |
| Program Services | 6987864 | ProgramServices |
| Management And General | 1260731 | ManagementAndGeneral |
| Fundraising | 234747 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1383997 | Total |
| Program Services | 218894 | ProgramServices |
| Management And General | 1165103 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4205566 | Total |
| Program Services | 1821239 | ProgramServices |
| Management And General | 2378210 | ManagementAndGeneral |
| Fundraising | 6117 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2644364 | Total |
| Program Services | 2076680 | ProgramServices |
| Management And General | 441531 | ManagementAndGeneral |
| Fundraising | 126153 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 912566 | Total |
| Program Services | 912566 | ProgramServices |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 673362 | Total |
| Program Services | 25708 | ProgramServices |
| Management And General | 647654 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5204595 | Total |
| Program Services | 2452667 | ProgramServices |
| Management And General | 2745009 | ManagementAndGeneral |
| Fundraising | 6919 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 596974 | Total |
| Program Services | 340394 | ProgramServices |
| Management And General | 256580 | ManagementAndGeneral |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Membership & Dues | 915753 | 665473 | 245622 | 4658 |
| Miscellaneous Expense | 240493 | 232462 | 8031 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 109269257 | Total |
| Program Services | 86191379 | ProgramServices |
| Management And General | 20757586 | ManagementAndGeneral |
| Fundraising | 2320292 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5431 | BOY |
| EOY | 5631 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 42063938 | BOY |
| EOY | 35339998 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1257401 | BOY |
| EOY | 1039182 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2312765 | BOY |
| EOY | 2761242 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 114122 | BOY |
| EOY | 100000 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 239315 | BOY |
| EOY | 230694 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3172116 | BOY |
| EOY | 3536786 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 108268799 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 29063081 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 59546001 | BOY |
| EOY | 79205718 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 74956392 | BOY |
| EOY | 92713131 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4742026 | BOY |
| EOY | 5324950 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5992082 | BOY |
| EOY | 5710715 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31631517 | BOY |
| EOY | 15748175 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 226033106 | BOY |
| EOY | 241716222 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9222451 | BOY |
| EOY | 13665601 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1369960 | BOY |
| EOY | 1971518 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15839289 | BOY |
| EOY | 16462120 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39249991 | BOY |
| EOY | 38717038 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6894128 | BOY |
| EOY | 6632525 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 125000 | BOY |
| EOY | 100000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 72700819 | BOY |
| EOY | 77548802 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 100189486 | BOY |
| EOY | 108482482 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15290455 | BOY |
| EOY | 16484390 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37852346 | BOY |
| EOY | 39200548 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 153332287 | BOY |
| EOY | 164167420 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 226033106 | BOY |
| EOY | 241716222 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 5677123 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 5001162 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 156848 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbying | |
| Total Direct Lobbying | TotalDirectLobbying | |
| Total Lobbying Expenditures | TotalLobbyingExpenditures | |
| Other Exempt Purpose Expenditures | OtherExemptPurposeExpenditures | |
| Total Exempt Purpose Expenditures | TotalExemptPurposeExpenditures | |
| Lobbying Nontaxable | LobbyingNontaxableAmount | |
| Grassroots Nontaxable | GrassrootsNontaxableAmount | |
| Tot Lobbying Grassroot Minus Non Tx | TotLobbyingGrassrootMinusNonTx | |
| Tot Lobby Expend Mns Lobbying Nontx | TotLobbyExpendMnsLobbyingNontx | |
| Volunteers | true | Volunteers |
| Paid Staff Or Management | false | PaidStaffOrManagement |
| Media Advertisements | false | MediaAdvertisements |
| Mailings Members | false | MailingsMembers |
| Publications Or Broadcast | false | PublicationsOrBroadcast |
| Grants Other Organizations | false | GrantsOtherOrganizations |
| Direct Contact Legislators | false | DirectContactLegislators |
| Rallies Demonstrations | false | RalliesDemonstrations |
| Other Activities | true | OtherActivities |
| Other Activities | $15,000 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 15000 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | false | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Lobbying Activities | Identifier |
| Return Reference | Schedule C, Part II-B, Line 1i | ReturnReference |
| Explanation | The University paid $15,000 during the year to a lobbyist firm for various legislative activities relating to the University's tax-exempt purpose. | Explanation |
Schedule D IRS990ScheduleD
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | 17255 | RevenuesIncluded |
| Assets In Part X | 246700 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 72754706 | BeginningOfYearBalance |
| Contributions | 1497301 | Contributions |
| Investment Earnings Or Losses | 6644531 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 389500 | GrantsOrScholarships |
| Other Expenditures | 891745 | OtherExpenditures |
| Administrative Expenses | 508888 | AdministrativeExpenses |
| End Of Year Balance | 79106405 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 73456948 | BeginningOfYearBalance |
| Contributions | 755304 | Contributions |
| Investment Earnings Or Losses | 53672 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 255986 | GrantsOrScholarships |
| Other Expenditures | 777490 | OtherExpenditures |
| Administrative Expenses | 477742 | AdministrativeExpenses |
| End Of Year Balance | 72754706 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 62118519 | BeginningOfYearBalance |
| Contributions | 701541 | Contributions |
| Investment Earnings Or Losses | 11808365 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 204278 | GrantsOrScholarships |
| Other Expenditures | 731097 | OtherExpenditures |
| Administrative Expenses | 236102 | AdministrativeExpenses |
| End Of Year Balance | 73456948 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 57905677 | BeginningOfYearBalance |
| Contributions | 159655 | Contributions |
| Investment Earnings Or Losses | 5257938 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 111400 | GrantsOrScholarships |
| Other Expenditures | 1008701 | OtherExpenditures |
| Administrative Expenses | 84650 | AdministrativeExpenses |
| End Of Year Balance | 62118519 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 61298451 | BeginningOfYearBalance |
| Contributions | 6561433 | Contributions |
| Investment Earnings Or Losses | -8425284 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 239244 | GrantsOrScholarships |
| Other Expenditures | 1172894 | OtherExpenditures |
| Administrative Expenses | 116785 | AdministrativeExpenses |
| End Of Year Balance | 57905677 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.32500 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.48300 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.19200 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 2274706 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 8164230 | OtherCostOrOtherBasis |
| Book Value | 10438936 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 45913033 | OtherCostOrOtherBasis |
| Depreciation | 16868923 | Depreciation |
| Book Value | 29044110 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2700515 | OtherCostOrOtherBasis |
| Depreciation | 655879 | Depreciation |
| Book Value | 2044636 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 25337050 | OtherCostOrOtherBasis |
| Depreciation | 9730349 | Depreciation |
| Book Value | 15606701 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 23879265 | OtherCostOrOtherBasis |
| Depreciation | 1807930 | Depreciation |
| Book Value | 22071335 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 79205718 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (4 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| Deposits With Trustees | 7812870 |
| Insurance & Annuities | 1098604 |
| Perpetual Trust Held by Others | 6812044 |
| Silverware | 24657 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 15748175 | TotalBookValueOtherAssets |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
| Total Of Amounts | 0 | TotalOfAmounts |
| Tot Revenue Etc Audited Fincl Stmt | 123965074 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 5001162 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 3797874 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 219658 | OtherRevenues |
| Revenue Not Rptd F990 | 9018694 | RevenueNotRptdF990 |
| Revenue Subtotal | 114946380 | RevenueSubtotal |
| Total Revenue Per Form990 | 114946380 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 113129941 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 3797874 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 62810 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 3860684 | ExpensesNotRptdF990 |
| Expenses Subtotal | 109269257 | ExpensesSubtotal |
| Total Expenses Per Form990 | 109269257 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Collections and how they further the organization's exempt purpose | Schedule D, Part III, Line 4 | THE COLLECTIONS OF THE STILL NATIONAL OSTEOPATHIC MUSEUM INCLUDE MORE THAN 30,000 OBJECTS, PHOTOGRAPHS, DOCUMENTS, AND BOOKS DATING FROM THE EARLY 1800S TO THE PRESENT (BULK 1870-1940). THE CORE OF THE COLLECTION CONSISTS OF ARTIFACTS FROM A.T. STILL'S PROFESSIONAL AND PRIVATE LIFE, MOST OF THEM DONATED BY DR. STILL'S DAUGHTER, BLANCHE LAUGHLIN, AND MEMBERS OF HER FAMILY. SINCE THE FOUNDING OF THE MUSEUM, OTHER FAMILY MEMBERS, D.O.S AND MUSEUM SUPPORTERS HAVE DONATED MANY ADDITIONAL ARTIFACTS THAT REFLECT THE ONGOING HISTORY OF THE OSTEOPATHIC PROFESSION. THE RESEARCH COLLECTIONS OF THE INTERNATIONAL CENTER FOR OSTEOPATHIC HISTORY ALSO INCLUDE MANY FORMER HOLDINGS OF THE ATSU-KCOM LIBRARY'S SPECIAL COLLECTIONS, FOR WHICH THE MUSEUM ASSUMED RESPONSIBILITY IN 1997. AS A PUBLIC TRUST THE MATERIAL IS AVAILABLE FREE OF CHARGE FOR VIEWING AND RESEARCH BY THE LOCAL, NATIONAL AND INTERNATIONAL POPULATION. ITS PROGRAMS AND TOURS USED BY THE LOCAL SCHOOLS AND PUBLIC ARE PROVIDED FREE AS AN EDUCATIONAL SERVICE. |
| Endowment Funds | Schedule D, Part V, Line 4 | The University's endowments are intended to provide sustainable and reliable funding for student scholarships and support of the University's operating budget. Quasi-endowments have been established by both the University's Board of Trustees and administration. Earnings from the quasi-endowments are used for support of the operating budget and research endeavors. The corpus of the Board quasi-endowments may be expended as approved by the Board of Trustees. |
| LIABILITY FOR UNCERTAIN TAX POSITIONS UNDER FIN 48 | SCHEDULE D, PART X, LINE 2 | MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. |
| OTHER - REVENUE INCLUDED ON LINE 1 BUT NOT ON FORM 990, PART VIII, LINE 12 | SCHEDULE D, PART XI, LINE 2D | GAIN ON ANNUITY/UNITRUST $156,848 SPECIAL EVENT EXPENSES $ 62,810 --------- TOTAL $219,658 ========= |
| OTHER - EXPENSE INCLUDED ON LINE 1 BUT NOT ON FORM 990, PART IX, LINE 25 | SCHEDULE D, PART XII, LINE 2D | SPECIAL EVENT EXPENSES $62,810 |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | true | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | true | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | true | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | true | MaintRacialCompositionRecords |
| Maint Scholarships Records | true | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | true | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | true | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | false | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | false | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | false | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | false | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | false | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | false | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActy |
| Government Financial Aid Received | true | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | false | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | true | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| RACIALLY NON-DISCRIMINATORY POLICY | SCHEDULE E, PART I, LINE 3 | ATSU MAINTAINS NONDISCRIMINATORY POLICIES FOR ALL STUDENTS REGARDLESS OF RACE, COLOR, GENDER, SEXUAL ORIENTATION, RELIGION, NATIONAL OR ETHNIC ORIGIN, DISABILITY, STATUS AS A VETERAN, MARITAL STATUS, OR AGE. THE NONDISCRIMINATORY POLICIES ARE POSTED IN ALL CAMPUS BUILDINGS AND ARE PUBLISHED IN THE FOLLOWING: 1. STUDENT HANDBOOK 2. COURSE CATALOG 3. WEB PAGE 4. UNIVERSITY GENERAL ORDERS 5. ADMISSIONS BROCHURES 6. ADVERTISEMENTS |
| FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENTAL AGENCY | SCHEDULE E, PART I, LINE 6A | ATSU RECEIVES FINANCIAL SUPPORT FROM THE FEDERAL GOVERNMENT IN A VARIETY OF WAYS, INCLUDING FINANCIAL AID TO STUDENTS IN REVOLVING LOAN FUNDS, SUCH AS PERKINS AND HPSL, AND GRANT SUPPORT FOR TEACHING AND RESEARCH PROJECTS. INFORMATION WITH REGARD TO THESE PROGRAMS IS REPORTED TO THE FUNDING AGENCY AS REQUESTED AND IS COVERED UNDER THE SCOPE OF THE SINGLE AUDIT. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | true | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Central America and the Caribbean | Region |
| Type Of Activities Conducted | Investments | TypeOfActivitiesConducted |
| Total Expenditures | 5304756 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Amount Spent | 5304756 | SubtotalAmountSpent |
| Total Amount Spent | 5304756 | TotalAmountSpent |
| Transfer To Foreign Corp | true | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | true | OwnForeignCorp |
| Passive Foreign Invest Co | true | PassiveForeignInvestCo |
| Foreign Partnership | false | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS OUTSIDE OF THE U.S. | Identifier |
| Return Reference | SCHEDULE F, PART I, LINE 3 | ReturnReference |
| Explanation | THE UNIVERSITY APPLIES SCHOLARSHIPS DIRECTLY TO STUDENTS' TUITION ACCOUNTS. | Explanation |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | true | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation (4 entries)
| Name Of IndividualNameOfIndividual | ActivityActivity | Fundraiser Control Of FundsFundraiserControlOfFunds | Amount Retained By ContractorAmountRetainedByContractor |
|---|---|---|---|
| RuffaloCody LLC | Consulting | false | 22640 |
| DAVID H WEBSTER | Consulting | false | 31258 |
| Gonser Gerber Tinker Stuher | Consulting | false | 55565 |
| Phillip Osborne Bethea Jr | Consulting | false | 33492 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | 142955 | TotalRetainedByContractors |
| Licensed States | AL | LicensedStates |
| Licensed States | AK | LicensedStates |
| Licensed States | AR | LicensedStates |
| Licensed States | CA | LicensedStates |
| Licensed States | CO | LicensedStates |
| Licensed States | CT | LicensedStates |
| Licensed States | DC | LicensedStates |
| Licensed States | FL | LicensedStates |
| Licensed States | GA | LicensedStates |
| Licensed States | HI | LicensedStates |
| Licensed States | IL | LicensedStates |
| Licensed States | KS | LicensedStates |
| Licensed States | KY | LicensedStates |
| Licensed States | LA | LicensedStates |
| Licensed States | ME | LicensedStates |
| Licensed States | MD | LicensedStates |
| Licensed States | MA | LicensedStates |
| Licensed States | MI | LicensedStates |
| Licensed States | MN | LicensedStates |
| Licensed States | MS | LicensedStates |
| Licensed States | MO | LicensedStates |
| Licensed States | NH | LicensedStates |
| Licensed States | NJ | LicensedStates |
| Licensed States | NM | LicensedStates |
| Licensed States | NY | LicensedStates |
| Licensed States | NC | LicensedStates |
| Licensed States | ND | LicensedStates |
| Licensed States | OH | LicensedStates |
| Licensed States | OK | LicensedStates |
| Licensed States | OR | LicensedStates |
| Licensed States | PA | LicensedStates |
| Licensed States | RI | LicensedStates |
| Licensed States | SC | LicensedStates |
| Licensed States | TN | LicensedStates |
| Licensed States | UT | LicensedStates |
| Licensed States | VT | LicensedStates |
| Licensed States | WA | LicensedStates |
| Licensed States | WV | LicensedStates |
| Licensed States | WI | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | FOUNDER'S BALL | NameOfEvent1 |
| Gross Receipts Event1 | 70550 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 48650 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 21900 | GrossRevenueEvent1 |
| Cash Prizes Event1 | 0 | CashPrizesEvent1 |
| Non Cash Prizes Event1 | 1073 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 0 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 46332 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 7158 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 8247 | OtherDirectExpensesEvent1 |
| Total Number Of Other Events | 0 | TotalNumberOfOtherEvents |
| Gross Receipts Total | 70550 | GrossReceiptsTotal |
| Charitable Contributions Total | 48650 | CharitableContributionsTotal |
| Gross Revenue Total Events | 21900 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 0 | CashPrizesTotalEvents |
| Non Cash Prizes Total Events | 1073 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 0 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 46332 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 7158 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 8247 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 62810 | DirectExpenseSummaryEvents |
| Net Income Summary | -40910 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance |
|---|---|---|---|---|---|---|---|---|---|---|
| ARIZONA ASSOCIATION OF COMM HEALTH CENTERS INC | ||||||||||
| 700 EAST JEFFERSON ST STE 100 | PHOENIX | AZ | 85034 | 860494702 | 501(c)(3) | 10000 | PROGRAM SUPPORT | |||
| ADELANTE HEALTHCARE | ||||||||||
| 9520 W PALM LANE STE 200 | PHOENIX | AZ | 85037 | 860377821 | 501(c)(3) | CHC PARTNERSHIP | 23817 | PURCHASE COST | AUD. SOUND BOOTH | |
| CENTRO DE SALUD LA COMMUNIDAD DE SAN YSIDRO INC | ||||||||||
| 1275 30TH STREET | SAN DIEGO | CA | 92154 | 952801772 | 501(C)(3) | 200000 | EDUCATIONAL PARTNER | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 3 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| Scholarships | 350 | 1060829 |
| Assistance to Individuals | 20 | 11231 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedures for Monitoring the use of grant funds in the U.S. | Identifier |
| Return Reference | Schedule I, Part I, Line 2 | ReturnReference |
| Explanation | ORGANIZATIONS THAT RECEIVE GRANTS ARE PARTNER ORGANIZATIONS THAT THE UNIVERSITY'S STUDENTS GAIN PRACTICAL EXPERIENCE WHILE ASSISTING AT THESE ORGANIZATIONS, BECAUSE OF THIS CLOSE RELATIONSHIP THE UNIVERSITY IS ABLE TO MONITOR THE USE OF THE FUNDS. The University applies scholarships directly to students' tuition accounts. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | true | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | true | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (18 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CRAIG M PHELPS | ||||||||||||||
| PRESIDENT | 385625 | 0 | 0 | 0 | 4321 | 0 | 13690 | 0 | 31045 | 0 | 434681 | 0 | 0 | 0 |
| JACK DILLENBERG | ||||||||||||||
| DEAN | 307343 | 0 | 0 | 0 | 955 | 0 | 13690 | 0 | 32433 | 0 | 354421 | 0 | 0 | 0 |
| MONICA L HARRISON | ||||||||||||||
| VICE PRESIDENT/CFO | 167322 | 0 | 0 | 0 | 362 | 0 | 9977 | 0 | 20342 | 0 | 198003 | 0 | 0 | 0 |
| DOUGLAS WOOD | ||||||||||||||
| SR VICE PRESIDENT | 215845 | 0 | 0 | 0 | 191231 | 0 | 6845 | 0 | 14927 | 0 | 428848 | 0 | 0 | 0 |
| JEFFREY A SUZEWITS | ||||||||||||||
| INTERIM DEAN | 244872 | 0 | 0 | 0 | 268 | 0 | 13654 | 0 | 29902 | 0 | 288696 | 0 | 0 | 0 |
| THOMAS MCWILLIAMS | ||||||||||||||
| INTERIM DEAN | 226706 | 0 | 0 | 0 | 554 | 0 | 13002 | 0 | 26902 | 0 | 267164 | 0 | 0 | 0 |
| RANDY DANIELSEN | ||||||||||||||
| DEAN | 142769 | 0 | 0 | 0 | 953 | 0 | 7493 | 0 | 931 | 0 | 152146 | 0 | 0 | 0 |
| MICHAEL MCMANIS | ||||||||||||||
| VICE PRESIDENT | 190574 | 0 | 0 | 0 | 614 | 0 | 11315 | 0 | 24556 | 0 | 227059 | 0 | 0 | 0 |
| MARGARET WILSON LEMLEY | ||||||||||||||
| DEAN | 197920 | 0 | 0 | 0 | 264 | 0 | 9127 | 0 | 13445 | 0 | 220756 | 0 | 0 | 0 |
| JOHN HEARD | ||||||||||||||
| VICE PRESIDENT | 167060 | 0 | 0 | 0 | 102 | 0 | 9877 | 0 | 9432 | 0 | 186471 | 0 | 0 | 0 |
| ROBERT BASHAM | ||||||||||||||
| VICE PRESIDENT | 153243 | 0 | 0 | 0 | 639 | 0 | 9162 | 0 | 9925 | 0 | 172970 | 0 | 0 | 0 |
| KIMBERLY O'REILLY | ||||||||||||||
| DEAN | 113813 | 0 | 0 | 0 | 244 | 0 | 6420 | 0 | 20907 | 0 | 141384 | 0 | 0 | 0 |
| KEVIN MARBERRY | ||||||||||||||
| ASSOCIATE PROFESSOR | 534094 | 0 | 0 | 0 | 326 | 0 | 13690 | 0 | 28462 | 0 | 576572 | 0 | 0 | 0 |
| MICHAEL D LOCKWOOD | ||||||||||||||
| CHAIRPERSON OF OMM | 203118 | 0 | 40507 | 0 | 491 | 0 | 12038 | 0 | 29565 | 0 | 285719 | 0 | 0 | 0 |
| OT WENDEL | ||||||||||||||
| VICE PRESIDENT | 264288 | 0 | 0 | 0 | 614 | 0 | 13690 | 0 | 30262 | 0 | 308854 | 0 | 0 | 0 |
| ROBERT SCHNEIDER | ||||||||||||||
| ASSOCIATE PROFESSOR | 179464 | 0 | 49162 | 0 | 470 | 0 | 10636 | 0 | 19950 | 0 | 259682 | 0 | 0 | 0 |
| RALPH BOLING | ||||||||||||||
| ASSOCIATE PROFESSOR | 143546 | 0 | 103976 | 0 | 361 | 0 | 8622 | 0 | 19950 | 0 | 276455 | 0 | 0 | 0 |
| ANITA KALOUSEK | ||||||||||||||
| DEAN | 166735 | 0 | 0 | 0 | 251 | 0 | 6845 | 0 | 4094 | 0 | 177925 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES | SCHEDULE J, PART I, LINE 1A | THE UNIVERSITY PAID FOR AQUATIC CENTER AND HEALTH CENTER DUES FOR SEVERAL EMPLOYEES, WHICH WERE REPORTED AS TAXABLE INCOME ON THEIR W-2S. ALL EMPLOYEES OF THE UNIVERSITY ARE ALLOWED TO SIGN UP TO RECEIVE THIS BENEFIT. |
| SEVERANCE PAYMENT | SCHEDULE J, PART 1, LINE 4A | DOUGLAS WOOD $190,869 |
| INCENTIVES CONTINGENT ON REVENUES OF A RELATED ORGANIZATION | SCHEDULE J, PART 1, LINE 5B | INCENTIVES ARE CALCULATED USING A FORMULA BASED ON RELATIVE VALUE UNITS IN THE MEDICAL CLINICS. THE CLINICIANS' SALARIES ARE PAID USING A FORMULA THAT IS CUSTOMARY IN THE CLINICAL SETTINGS AND THEREFORE THE CLINICIANS RECEIVED FAIR MARKET COMPENSATION. BONUSES WERE PAID AS FOLLOWS: MICHAEL LOCKWOOD $40,507 ROBERT SCHNEIDER $49,162 RALPH BOLING $103,976 |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (2 entries)
| Bond ReferenceBondReferenceCd | Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|---|
| ARIZONA HEALTH FACILITIES AUTHORITY | ||||||||
| A | 860453292 | 040505BH1 | 2010-01-27 | 14377933 | REFUND 2000 BONDS (8-4-2000) | false | false | false |
| MISSOURI HEALTH & EDUCATIONAL FACILITIES AUTHORITY | ||||||||
| B | 431178966 | 60636ACP6 | 2011-11-15 | 25770587 | CONSTR. EQUIP/FURNISH UNIV. FACILI | false | false | false |
Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)
| Bond ReferenceBondReferenceCd | Amount RetiredAmountRetired | Amount Bond DefeasedAmountBondDefeased | Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Capitalized InterestCapitalizedInterest | Refunding EscrowRefundingEscrow | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Credit EnhancementCreditEnhancement | Working Capital ExpendituresWorkingCapitalExpenditures | Capital ExpendituresCapitalExpenditures | Other Spent ProceedsOtherSpentProceeds | Amount UnspentAmountUnspent | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 1375000 | 0 | 14377933 | 1117623 | 0 | 0 | 2933 | 0 | 0 | 0 | 14375000 | 0 | 2001 | true | false | true | true |
| B | 0 | 0 | 25869452 | 1680047 | 1670229 | 0 | 339685 | 0 | 0 | 17473342 | 0 | 4706149 | false | false | false | true |
Form990 Schedule K Part III Form990ScheduleKPartIII (2 entries)
| Bond ReferenceBondReferenceCd | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Bond Iss Meet Prvt Security Pay TestBondIssMeetPrvtSecurityPayTest | Prcntge Bond Financed PropPrcntgeBondFinancedProp | Non Qualified Bond Remed ProcdrsNonQualifiedBondRemedProcdrs | Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Change In Use Bond Financed PropChangeInUseBondFinancedProp | Remedial Action TakenRemedialActionTaken |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 0.00000 | 0.00000 | 0.00000 | false | 0.00000 | true | ||||||
| B | 0.00000 | 0.00000 | 0.00000 | false | true | false | false | false | false | false | false |
Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiled | Rebate Not Due YetRebateNotDueYet | Exception To RebateExceptionToRebate | No Rebate DueNoRebateDue | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Business Name Line1NameOfGICProvider/BusinessNameLine1 | Gross Proceeds InvestedGrossProceedsInvested | Written Proc To Monitor ReqsWrittenProcToMonitorReqs |
|---|---|---|---|---|---|---|---|---|---|---|
| 0 | ||||||||||
| A | false | true | false | false | false | false | false | 0 | false | true |
| 0 | ||||||||||
| B | false | true | false | false | false | false | false | 0 | false | true |
Form990 Schedule K Part V Form990ScheduleKPartV (2 entries)
| Bond ReferenceBondReferenceCd | Proc To Undertk Corrective ActionProcToUndertkCorrectiveAction |
|---|---|
| A | true |
| B | true |
Form990 Schedule K Part VI Form990ScheduleKPartVI (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| TOTAL PROCEEDS OF ISSUE | SCHEDULE K, PART II, LINE 3, COLUMN B | AMOUNT IS NOT EQUAL TO ISSUE PRICE DUE TO INVESTMENT EARNINGS EARNED DURING THE PROJECT PERIOD. |
| PRIVATE BUSINESS USE | SCHEDULE K, PART III, COLUMN A | PROJECTS WERE ORIGINALLY FINANCED PRIOR TO JANUARY 1, 2003. |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | See Schedule L Part V | NamePerson |
Form990 Schedule L Part V Form990ScheduleLPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | BUSINESS TRANSACTIONS WITH INTERESTED PERSONS | Identifier |
| Return Reference | Schedule L, Part IV | ReturnReference |
| Explanation | TRANSACTION 1 (A) RONALD WINKLER (B) RONALD WINKLER IS A TRUSTEE OF ATSU & 100% OWNER OF KIRKSVILLE MINI STORAGE, INC. DBA WINKLER COMMUNICATION (C) $128,405 (D) KIRKSVILLE MINI STORAGE, INC. PROVIDED, INSTALLED, AND SERVICED THE COMMUNICATION EQUIPMENT AT THE KIRKSVILLE CAMPUS (E) NO | Explanation |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArt |
Art Historical Treasures ArtHistoricalTreasures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 32 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 17255 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | SELLING PRICE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Fractional Interest | ArtFractionalInterest |
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 4957 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | SELLING PRICE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Clothing And Household Goods | ClothingAndHouseholdGoods | |
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 6 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 54033 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | SELLING PRICE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther | |
| Real Estate Residential | RealEstateResidential | |
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther | |
| Collectibles | Collectibles | |
| Food Inventory | FoodInventory |
Drugs And Medical Supplies DrugsAndMedicalSupplies
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 13 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 84077 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | COST | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts |
Other Non Cash Contributions Table OtherNonCashContributionsTable (2 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | EDUCATIONAL MATERIALS | 21 | 137981 | COST |
| X | VARIOUS GIFTS | 3 | 180 | COST |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 6 | NumberOf8283Received |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | NUMBER OF CONTRIBUTIONS OR ITEMS CONTRIBUTED | Identifier |
| Return Reference | SCHEDULE M, PART I, COLUMN B | ReturnReference |
| Explanation | THE AMOUNTS LISTED IN THIS COLUMN ARE A COMBINATION OF NUMBER OF CONTRIBUTIONS AND NUMBER OF ITEMS CONTRIBUTED. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (12 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ORGANIZATION'S MISSION | FORM 990, PART III, LINE 1 | A.T. Still University of Health Sciences serves as a learning-centered university dedicated to preparing highly competent professionals through innovative academic programs with a commitment to continue its osteopathic heritage and its focus on whole person healthcare, scholarship, community health, interprofessional education, diversity, and underserved populations. |
| Program Service Accomplishments | Form 990, Part III, Line 4a | ABOUT A.T. STILL UNIVERSITY Established in 1892 by Andrew Taylor Still, MD, DO, the founder of osteopathic medicine, A.T. Still University (ATSU) began as the nation's first college of osteopathic medicine and has evolved into a leading university of health sciences comprised of six schools on two campuses. The University's schools include the Kirksville College of Osteopathic Medicine (KCOM), School of Health Management (SHM), and Missouri School of Dentistry& Oral Health (MOSDOH), located in Kirksville, Mo. The Arizona School of Health Sciences (ASHS), Arizona School of Dentistry & Oral Health (ASDOH), and School of Osteopathic Medicine in Arizona (SOMA) are located in Mesa, Az. Student learning is at the heart of A.T. Still University. Our students and faculty are part of a distinguished heritage of humanistic healthcare based on an integrated approach that includes the body, mind, and spirit of the patient. This whole person approach to healthcare is the foundation of the educational experience and is integrated into each school's curricula, from audiology to dentistry, family practice to public health, and online to residential programs. ATSU received honors for exemplary service to America's communities by the Corporation for National and Community Service with a place on the President's Higher Education Community Service Honor Roll. At all levels of ATSU, beginning with the mission statement itself, the University practices two-way involvement in its communities, thus providing not only service but also true engagement. This is evidenced by listening and responding to community and profession needs through the development of programs, involvement in off-site clinics, emergency response teams, active membership and collaboration with various community organizations by both faculty and students, and communicating with University constituents to advance the mission of ATSU and respond to the needs of our greater community. Our programs Osteopathic Medicine (DO) Biomedical Sciences (MS) Athletic Training (MS) Audiology (AuD) Transitional Audiology (tAuD) Occupational Therapy (MS) Transitional Occupational Therapy (tOTD) Physician Assistant Studies (MS) Physical Therapy (DPT) Transitional Physical Therapy (tDPT) Advanced Occupational Therapy (MS) Advanced Physician Assistant Studies (MS) Health Sciences (DHSc) Human Movement (MS) Public Health (MPH) Health Administration (MHA) Health Administration (DHA) Health Education (DHEd) Dental Medicine (DMD) Certificates Orthodontics Public Health - Dental Emphasis Sports Conditioning Geriatric Exercise Science Exercise & Sports Psychology Quick facts about ATSU Campus Locations Kirksville, MO Mesa, AZ Kirksville population 17,522 Mesa population 452,084 Campus size Kirksville, Mo. - 150 acres Mesa, Az. - 59 acres Enrollment (2012-13) Total - 3,141 Kirksville College of Osteopathic Medicine - 718 School of Osteopathic Medicine in Arizona - 425 Arizona School of Health Sciences - 1,311 School of Health Management - 390 Arizona School of Dentistry & Oral Health - 297 Number of Programs (Fall 2012) Total - 24 Doctoral - 10 Master's - 9 Certificates - 5 International Enrollment (2012-13) Approximately 186 students from more than 44 countries Degrees Granted (2012-13) Doctoral - 729 Master's - 324 Certificates - 76 Living alumni (2012-13) Total: 14,594 - ASHS: 6,772 - ASDOH: 353 - KCOM: 6,498 - SHM: 1,122 - SOMA: 185 *Please note that some ATSU alumni have more than one ATSU degree. Full-Time Employees (2012-13) 725 Student/Faculty Ratio (2012-13) 14:1 (Full Time Faculty-224) Male/Female Students (2012-13) 1,429/1,712 Points of University Pride - The Health Resources and Services Administration (HRSA) granted (ATSU) eight awards totaling more than $5.86 million. These gifts will greatly benefit the Kirksville, Mo., and Mesa, AZ., communities, and beyond. In all, ATSU was awarded more than 60 percent of HRSA's Federal Health Professions grant funding in Missouri and more than 75 percent of all grants in Arizona. (Oct. 2010) - The American Heart Association has recognized ATSU for its outstanding efforts to create a fitness- and wellness-friendly environment on its campuses in Kirksville, Mo., and Mesa, Az. This is the sixth time that the University has been recognized as a Fit-Friendly Worksite. (June 2013) - ATSU has been touted as the nation's dominant graduate American Indian health professions institution. American Indian enrollment across the institution typically ranges between 40 and 50 students. KCOM - Founding college of osteopathic medicine - Graduated more than 15,000 DOs - Offers Master's in Biomedical Sciences (MS) - First osteopathic medical school to receive two NIH research grants for clinical OMM methodology - Home of the Museum of Osteopathic Medicine SOMA - Only medical school in the country to integrate physical diagnosis with ongoing didactic curriculum - Curriculum blends the case presentation model and the Harvard-Cambridge model ASDOH - Arizona's first dental school - One out of four dental school applicants nationwide applies to ASDOH - Nation's highest percentage of American Indian students at 6 percent - Operates Thunderbirds Charities Special care Unit at Dental Care West in Glendale, the only one of its kind in Arizona. - More than 75 full-time faculty members and nationally recognized experts teach one-week modules in their areas of expertise. - In a significant community investment to increase access to oral care for the uninsured and underinsured in the West Valley, Thunderbirds Charities has awarded $75,000 to expand Dental Care West a university-affiliated dental clinic run by (ATSU-ASDOH). (August 2010) - The American Association of Orthodontists awarded Jae Hyun Park, DMD, MSD, MS, PhD, director of the Postgraduate Orthodontic program at ATSU-ASDOH, the 2010 AAO Academy of Academic Leadership Sponsorship Program Award. (May 2010) - The Commission on Dental Accreditation has awarded a seven-year accreditation - the top accreditation - to ATSU-ASDOH) postgraduate orthodontic program. (Feb. 2010) - ASDOH typically has about half of the nation's American Indian dental students ASHS - Graduated more than 4,000 students - Audiology externs are placed in prestigious clinical facilities across the country. - The Physician Assistant Studies (PA) program is producing practitioners that work to provide primary care and other needed medical services to populations in need with a focus on the nation's rural and inner-city, underserved communities. - The most recent PA graduating class (2012) pass rate for the Physician Assistant National Certifying Exam currently stands at 96 percent for first-time takers. - 20 percent of all Native American Physician Assistants in the United States graduated from ASHS - The OT program received a 10-year accreditation (the longest possible) on its last re-accreditation. (ACOTE - our accrediting body awards 5 yr., 7 yr., and 10 yr. accreditation. The OT program's former accreditation was a 7 yr. term. The next re-accreditation will be AY 2019-2020.) - OT program first-time pass rates for new graduates on the NBCOT certification exam for the past 3 years (2009, 2010, and 2011) were above the national average. (2011: ATSU = 88%, National = 84%; 2010: ATSU = 88%, National = 82%; 2009: ATSU = 86%, National = 78%) - Overall pass rate on the NBCOT exam since the beginning of the program through 2011 is 100 percent. - The OT program continues to offer a variety of community-based practice experiences as part of coursework enrichment before clinical rotations. - OT students and faculty are involved in numerous and wide ranging professional and community service activities including international and interdisciplinary projects as well as with local community partners. - OT residential program has faculty-led research - which guides groups of students through the completion of a year-long project which culminates in formal research and poster presentations. - AMOT program students develop and implement practice-based capstone projects that provide them with opportunities to serve in their practice settings and/or special populations in unique and creative and innovative ways. - Partnerships with National Center for American Indian Health Professions(NCAIHP) - Physical Therapy program noted for tutelage of professors with doctorates from top notch universities like George Washington, Columbia, ASU, and NAU - In an era when healthcare reform is an ongoing concern for the public, students at Still ATSU are addressing fundamental issues facing today's healthcare system. ATSU-ASHS launched its first winter institute for its Doctor of Health Sciences (DHSc) program February 7-12. Approximately 70 students from the United States and several international students participated. (Feb. 2010) - Physician Assistant program has graduated some 20 percent of the nation's American Indian PAs |
| SHM | - First dental public health (MPH) curriculum to be offered 100 percent | online - First dental public health certificate offered to dental medicine (DMD) students - Online writing center assists students - Ninety-seven percent of ATSU online students said they will recommend ATSU to others - Initial accreditation from Council on Dental Accreditation (CODA) for a Dental Public Health Residency program (2012) MOSDOH - ATSU opened the Missouri School of Dentistry & Oral Health (MOSDOH) in Kirksville, Mo. in Oct. 2013. - MOSDOH is housed in the Interprofessional Education building, a new 61,000-square-foot facility on the Missouri campus. - Graduate oral health providers who will be caring, technologically adept dentists and who will become community and educational leaders - Graduates will have a strong foundation of critical inquiry, evidence- based practice, research, cultural competency, and cultural fluency, as well as an orientation to prevention and inter-professional and interdisciplinary healthcare experiences. - MOSDOH will strive to promote the delivery of optimal patient care and we will foster the transfer of newly acquired knowledge, skills, abilities, and technology to the profession and to the community. - The curriculum and training of students will intertwine the qualities of compassion, altruism, and community-focus, with the traditional educational components of oral health competencies, ethics, integrity, leadership, service, professionalism, and excellence. |
| BUSINESS RELATIONSHIPS | Form 990, Part VI, Section A, Line 2 | REID BUTLER & PAUL LINES HAVE A BUSINESS RELATIONSHIP. |
| Form 990 Review Process | Form 990, Part VI, Section B, Line 11B | THE UNIVERSITY POLICY, ADOPTED IN MAY 2009, STIPULATES THAT THE AUDIT TEAM OF THE BOARD OF TRUSTEES SHALL REVIEW AND APPROVE THE IRS FORM 990 ANNUAL TAX FILING PRIOR TO SUBMISSION. FOR THE TAX YEAR ENDING JUNE 30, 2013, THIS REVIEW AND APPROVAL TOOK PLACE ON JANUARY 24, 2014. THE MINUTES OF THIS MEETING DOCUMENT THIS REVIEW AND APPROVAL. A COMPLETE COPY OF THE FORM 990, INCLUDING ALL SCHEDULES, WERE PROVIDED TO EACH BOARD OF TRUSTEE MEMBER PRIOR TO ITS SUBMISSION TO THE INTERNAL REVENUE SERVICE. |
| Conflict of Interest Policy | Form 990, Part VI, Section B, Lines 12C | AT THE TIME OF HIRE (OR ELECTION IN THE CASE OF TRUSTEES) AND ANNUALLY THEREAFTER, THE PRESIDENT OR HIS/HER DESIGNEE SHALL PROVIDE TO THE BOARD AND TO ALL EXECUTIVE OFFICERS AND KEY EMPLOYEES A COPY OF THE CONFLICT OF INTEREST POLICY AND THE APPLICABLE CONFLICT OF INTEREST DISCLOSURE FORM AND QUESTIONNAIRE, WHICH SHALL BE COMPLETED TO IDENTIFY ANY RELATIONSHIPS, POSITIONS OR CIRCUMSTANCES WITH RESPECT TO WHICH IT IS BELIEVED A CONFLICT MAY ARISE. SUCH ANNUAL MONITORING AND REVIEW PROCEDURES SHALL BE PART OF THE CORPORATE COMPLIANCE PLAN. AN APPROPRIATE REPORT SHALL BE SUBMITTED TO THE AUDIT TEAM CONCERNING ANY INTEREST SO DISCLOSED. EACH MEMBER OF THE BOARD OF TRUSTEES AND ALL MANAGEMENT ASSOCIATES SHALL DISCLOSE FULLY AND FRANKLY ANY AND ALL ACTUAL OR POTENTIAL CONFLICTS OR DUALITY OF INTEREST OR RESPONSIBILITY, WHETHER INDIVIDUAL, PERSONAL OR BUSINESS, WHICH MAY EXIST. IF IT IS DETERMINED THAT THERE IS A CONFLICT OF INTEREST WITH RESPECT TO A BOARD MEMBER, THE CONFLICT SHALL BE REPORTED TO THE FULL BOARD, AND THE AFFECTED BOARD MEMBER MUST ANSWER ANY QUESTIONS PERTAINING TO THE CONFLICT THAT OTHER BOARD MEMBERS MAY HAVE. IF A VOTE IS REQUIRED, THE AFFECTED BOARD MEMBER SHALL ABSTAIN FROM VOTING. |
| Compensation Review | Form 990, Part VI, Section B, Lines 15a & b | THE UNIVERSITY OPERATES UNDER A "KEY PERSONNEL COMPENSATION PROGRAM". The AUDIT Team of the Board administers the Compensation Program by recommending a competitive range of compensation for the officers and key employees of the University to be adopted by the full Board. The competitive ranges shall be determined by analyzing compensation structures for similar positions from similarly-situated organizations and from the independent compensation survey recently performed on the University by the Hay Group. The AUDIT Team reviews such data and when necessary, makes recommendations for amendments to the compensation ranges for consideration and adoption by the full board. |
| Availability of Documents | Form 990, Part VI, Section C, Line 19 | The organization's governing documents, conflict of interest policy and financial statements are available upon request. |
| OTHER CHANGES IN NET ASSETS FOR FUND BALANCES | FORM 990, PART XI, LINE 9 | GAIN/(LOSS) ON ANNUITY UNITRUST $156,848 |
| OTHER FEES FOR SERVICES FOR NON-EMPLOYEES | FORM 990 PART IX LINE 11G | DESCRIPTION:CHC AGREEMENTS & PARTNERSHIPS TOTAL FEES:4111739 |
| OTHER FEES FOR SERVICES FOR NON-EMPLOYEES | FORM 990 PART IX LINE 11G | DESCRIPTION:AFFILIATED HOSPITAL SERVICES TOTAL FEES:1217597 |
| OTHER FEES FOR SERVICES FOR NON-EMPLOYEES | FORM 990 PART IX LINE 11G | DESCRIPTION:OTHER CONTRACTED SERVICES TOTAL FEES:6084474 |
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