2013-04-23T16:03:39-05:00 2012-06-30 912011386 JACOBSON JARVIS & CO PLLC 600 STEWART STREET SUITE 1900 SEATTLE WA 981011219 990 2011-07-01 911036794 BASTYR UNIVERSITY BAST 4258231300 14500 JUANITA DRIVE NE KENMORE WA 98028 SHELDON HABER 4258231300 2013-04-22 1 HOWARD DONKIN CPA P00147726 2066288990 2013-03-21 2011 2016-02-25 16:41:14Z SHELDON HABER 14500 JUANITA DRIVE NE KENMORE WA 98028 34969033 0 X WWW.BASTYR.EDU X 1978 WA EDUCATION INSTITUTION THAT TRAINS STUDENTS IN NATURAL HEALTH ARTS AND SCIENCES 10 9 998 230 -12855 -12855 1802739 1371665 25849357 28857753 81732 96909 3419753 2784733 31153581 33111060 1062401 1019882 0 0 18400221 19694328 0 0 339298 10422257 10995392 29884879 31709602 1268702 1401458 46162309 46949750 30557637 30535142 15604672 16414608 X BASTYR IS AN EDUCATIONAL INSTITUTION THAT TRAINS STUDENTS IN THE NATURAL HEALTH ARTS AND SCIENCES. 0 0 13334909 1019882 24084241 PROGRAM SERVICES RELATED TO THE ACADEMIC FUNCTION OF THE UNIVERSITY. APPROXIMATELY 1018 STUDENTS SERVED THIS FISCAL YEAR. 1840039 PROGRAM SERVICES RELATED TO STUDENT SUPPORT SERVICES. PROVIDED SUPPORT TO APPROXIMATELY 1018 STUDENTS THIS FISCAL YEAR. 6001872 1837155 PROGRAM SERVICES RELATED TO OPERATION OF THE CLINIC WHICH IS USED AS A TEACHING AID TO STUDENTS. THERE WERE 31,387 PATIENT VISITS THIS FISCAL YEAR. 4822749 2936357 RESEARCH AND TRAINING IN COMPLEMENTARY AND ALTERNATIVE MEDICINE. 4822749 2936357 25999569 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 0 1 1537 0 1 998 1 1 1 0 0 0 0 1 1 0 0 0 0 X 10 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WA X SHELDON HABER VP FINANCEADMINISTR 4258231300 14500 JUANITA DRIVE NE KENMORE WA 98028 CHURCH DANIEL K 40.00 X X 250829 0 26293 ANDERSON SAM 3.00 X X 0 0 0 BREVOORT MARGARET 3.00 X 0 0 0 CUNNINGHAM JOHN 3.00 X X 0 0 0 FITZPATRICK MOIRA 3.00 X X 0 0 0 FLORA JON 3.00 X X 0 0 0 LANG DAVID 3.00 X 0 0 0 OLSWANG JD PHD STEVEN G 3.00 X 0 0 0 PATTERSON HARLAN MBA CPA 3.00 X 0 0 0 ROLFE PAMELA 3.00 X X 0 0 0 SHIN PHD PAULL 3.00 X 0 0 0 KOUTOUBI SAMER 40.00 X 77185 0 9734 CALLAHAN TIMOTHY 40.00 X 152713 0 9774 HABER SHELDON R 40.00 X 132874 0 13619 WEIDER SUSAN L 40.00 X 124381 0 12458 COURTNEY TERRY SUE 40.00 X 143351 0 14009 STIEFEL SHERYL 40.00 X 111496 0 10002 WALLACE JAMES 40.00 X 116810 0 12216 GOODE GREGORY J 40.00 X 116653 0 7416 GUILTINAN MARY JANE 40.00 X 121044 0 12301 1347336 0 127822 9 0 1 0 SAME INVESTMENT COMPANY LLC 636 120TH AVENUE NE BELLEVUE WA 98005 BUILDING MANAGEMENT 625875 KIRTLEY-COLE ASSOCIATES LLC 1010 SE EVERETT MALL WAY STE 102 EVERETT WA 98208 CONSTRUCTION 606034 UNIVERSITY OF WASHINGTON 12455 COLLECTIONS DRIVE CHICAGO IL 60693 RESEARCH 474688 BURGER CONSTRUCTION 131 ABERDEEN DRIVE CARDIFF BY THE SEA CA 92007 CONSTRUCTION 453006 PROPEL INSURANCE 925 4TH AVENUE 3200 SEATTLE WA 98104 INSURANCE 179695 9 185591 836879 349195 93607 1371665 TUITION AND FEES 611600 24084241 24084241 RESEARCH 541700 2936357 2936357 CLINIC SERVICES 621300 1837155 1837155 28857753 96909 96909 1131620 0 1131620 1131620 1131620 27075 185591 76753 -49678 -49678 3402117 1781220 1620897 -12855 1633752 MISCELLANEOUS 900099 81894 81894 81894 33111060 28857753 -12855 2894497 1019882 1019882 1482783 1058886 297715 126182 15246499 12797699 2363521 85279 640664 534776 102890 2998 923020 764421 150346 8253 1401362 1151591 230642 19129 70202 70202 103705 103705 2332993 2300434 -10118 42677 683414 57428 547765 78221 1995611 1413216 557004 25391 174622 136466 25860 12296 3319591 2931849 387742 380804 295365 81895 3544 213368 173533 30528 9307 1476996 1181597 295399 232666 103747 128919 ACCREDITATION 69463 66313 3150 PROGRAM DEVELOPMENT 18710 12366 3570 2774 DIRECT COST OF FUNDRAIS -76753 -76753 31709602 25999569 5370735 339298 X 301755 332592 11299874 12481013 662816 712508 311573 390969 1114108 803399 448850 475674 154302 191051 40351608 9412276 31816714 30939332 52317 623212 46162309 46949750 2187047 2205802 683577 636222 24606420 24230000 3080593 3463118 30557637 30535142 X 13731395 14479827 879481 919685 993796 1015096 15604672 16414608 46162309 46949750 X 1401458 -591522 X X 0 1 1 X 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3080935 364002 7556 8001 3444492 2719623 355534 6478 700 3080935 2308123 411101 14328 13929 2719623 1158904 1150511 21971 23263 2308123 0.71580 0.24840 0.03580 0 0 8492572 8492572 19878411 1961347 17917064 5838143 3100297 2737846 6142482 4350632 1791850 30939332 PERKINS STUDENT LOAN FUNDS REFUNDABLE 722094 DEFERRED RENT EXPENSE 1285375 INTEREST RATE SWAP 1455649 3463118 33111060 31709602 1401458 1808 -593330 -591522 809936 33975727 1808 1629519 1631327 32344400 766660 766660 33111060 32800915 1857973 1857973 30942942 766660 766660 31709602 PART XI, LINE 8 - OTHER ADJUSTMENTS: UNREALIZED LOSS ON INTEREST RATE SWAP -228,454. WRITE OFF OF UNAMORTIZED LOAN COSTS -364,876. TOTAL TO SCHEDULE D, PART XI, LINE 8: -593,330. PART XII, LINE 2D - OTHER ADJUSTMENTS: UNREALIZED LOSS ON INTEREST RATE SWAPS -228,454. SALES DISCOUNTS AND COST OF GOODS SOLD 1,781,220. COST OF FUNDRAISING EVENTS 76,753. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS AND EMPLOYEE FREE TUITION 766,660. PART XIII, LINE 2D - OTHER ADJUSTMENTS: SALES DISCOUNTS AND COST OF GOODS SOLD NETTED AGAINST REVENUE ON PAGE 1 1,781,220. COST OF FUNDRAISING EVENTS 76,753. PART XIII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS AND EMPLOYEE FREE TUITION 766,660. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION SCHEDULE E, PART I, LINE 3 BASTYR UNIVERSITY POSTS ITS RACIALLY NONDISCRIMINATORY POLICY IN RECRUITING PUBLICATIONS AND ON ITS WEBSITE EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE 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 0 0 PROGRAM SERVICE BU STUDENTS TRAINING IN CHINA 19344 0 0 0 0 0 0 19344 0 19344 0 0 0 0 0 0 GALA 92668 79993 12675 11484 8812 650 15106 LUNCHEON 119998 105598 14400 16802 323 23576 212666 185591 27075 11484 25614 973 38682 76753 -49678 1 SCHOLARSHIPS TO STUDENTS 239 631195 EMPLOYEE FREE TUITION 35 46995 STIPENDS 10 253222 ALUMNI FREE TUITION 86 88470 X 1 1 X X X X X X 1 0 0 0 0 0 0 0 0 CHURCH DANIEL K 250829 0 0 0 0 0 14700 0 11593 0 277122 0 0 0 CALLAHAN TIMOTHY 152713 0 0 0 0 0 9364 0 410 0 162487 0 0 0 COURTNEY TERRY SUE 100720 0 0 0 42631 0 9101 0 4908 0 157360 0 0 0 PART I, LINE 4A SAMER KOUTUBI RECEIVED $13,853 IN SEVERANCE PAY IN CALENDAR YEAR 2012. TERRY COURTNEY RECEIVED $42,631 IN SEVERANCE PAY IN CALENDAR YEAR 2011. WHEFA 2001-06-21 11090000 REDEMPTION OF 2005 BONDS 0 0 0 WHEFA 2001-06-21 13140000 REDEMPTION OF 2009 BONDS 0 0 0 11090000 88978 11001022 1 0 1 1 13140000 107046 13032954 1 0 1 1 0 0 0 0 0.00000 0.00000 0.00000 1 0 0 0 0 0.00000 0.00000 0.00000 1 0 1 1 US BANK 10.000000000000 1 0 0 0 1 0 0 0 0 0 1 X 6561 RETAIL PRICE X 1 10139 QUOTED PRICE X FURNITURE AND EQUIPMENT 3 29560 RETAIL PRICE X DISPENSARY PRODUCTS 12 39892 RETAIL PRICE X AUCTION ITEMS 86 7455 SALES PRICE AT AUCTION 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 ASSISTANT CONTROLLER, 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 1,808. UNREALIZED LOSS ON INTEREST RATE SWAP -228,454. WRITE OFF OF UNAMORTIZED LOAN COSTS -364,876. TOTAL TO FORM 990, PART XI, LINE 5: -591,522. REVIEW OF AUDITED FINANCIAL STATEMENTS FORM 990, PART XI, LINE 2C THE AUDIT COMMITTEE HAS NOT CHANGED HOW IT REVIEWS THE AUDITED FINANCIAL STATEMENTS FROM THE PRIOR YEAR.