2011-05-11T13:44:48-05:00 2010-06-30 CBIZ GOLDSTEIN LEWIN 1675 N MILITARY TRAIL FIFTH FLOOR BOCA RATON FL 33486 990 2009-07-01 581216007 Life University Inc LIFE 7704262623 1269 Barclay Circle Marietta GA 30060 WILLIAM D JARR 7704262623 2011-05-11 1 Robert J Dreker 5619945050 2009 2016-02-24 21:20:13Z WILLIAM D JARR 1269 Barclay Circle Marietta GA 30060 46302211 0 X WWW.LIFE.EDU X 1974 GA LIFE UNIVERSITY IS A NOT FOR PROFIT EDUCATIONAL INSTITUTION. 15 15 897 40 0 0 200173 3535800 37083553 40108077 916354 170241 1544823 2075037 39744903 45889155 1569452 2034028 0 22460388 23704218 0 536417 17963215 20067800 41993055 45806046 -2248152 83109 119258276 115042452 78098979 73716280 41159297 41326172 SEE SCHEDULE O 0 0 22690533 1448631 33834680 THE COLLEGE OF CHIROPRACTICSEE SCHEDULE O 6767790 465177 5767442 THE COLLEGE OF UNDERGRADUATE STUDIESSEE SCHEDULE O 1243051 90145 505956 THE COLLEGE OF GRADUATE STUDIES & RESEARCHSEE SCHEDULE O 70038 299912 70038 299912 30771412 1 1 0 0 0 0 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 66 0 897 1 0 1 CS CH 0 0 0 0 0 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 1 0 0 1 0 GA X X WILLIAM D JARR 7704262623 1269 BARCLAY CIRCLE MARIETTA GA 30060 Henry Cousineau 2.00 X 0 0 0 SHAWN FERGUSON 2.00 X 0 0 0 Kevin Fogarty 2.00 X 0 0 0 Sharon Gorman 2.00 X 0 0 0 R James Gregg 2.00 X 0 0 0 Jay Handt 2.00 X 0 0 0 J Peter Heffernan 2.00 X 0 0 0 Marc Hudson 2.00 X 0 0 0 Thomas Klapp 2.00 X 0 0 0 Joseph Lupo 2.00 X 0 0 0 Rhonda Newton 2.00 X 0 0 0 Kenneth Nix 2.00 X 0 0 0 Randolph O'Dell 2.00 X 0 0 0 Jesse Panuccio 2.00 X 0 0 0 Deborah Pogrelis 2.00 X 0 0 0 Betty Siegel 2.00 X 0 0 0 James Tompkins 2.00 X 0 0 0 WILLIAM D JARR 40.00 X X 220000 0 4431 BRIAN J MCAULAY 40.00 X 220000 0 4868 GUY RIEKEMAN 40.00 X 475912 0 13213 Robert Scott 40.00 X X 165702 0 6969 Gregory Harris 40.00 X X 162210 0 23902 Dr Charles Ribley 2.00 X 40000 0 0 1283824 0 53383 5 1 1 0 Virtual Mindset Inc 1201 Peachtree Street NE Suite 50 Atlanta GA 30361 IT Consulting 1238981 Varsity Contractors Inc 315 South 5th Avenue PO Box 1692 Pocatello ID 83201 Custodial 334811 Strickland Brockington Lewis 1170 Peachtree Street NE Atlanta GA 303097200 Legal 216671 CBIZ 6050 Oak Tree Boulevard South Sui Cleveland OH 44131 Accounting 149731 China Pacific Group Inc 8201 164th Avenue NE Suite 200 Redmond WA 98052 Consulting 138590 5 3535800 3535800 TUITION AND FEES 611710 40108077 40108077 40108077 257386 257386 1197703 78966 1118737 1118737 1118737 246945 334090 -87145 -87145 -87145 7888 7888 7888 MISCELLANEOUS 611710 425695 425695 CLINIC RECEIPTS 611710 299913 299913 AUXILLIARY ENTERPRISES 611710 222804 222804 948412 45889155 40407990 0 1945365 2034028 2034028 1655065 428942 1042119 184004 19253291 15513892 3530842 208557 1340119 1061514 252147 26458 1455743 1159029 272082 24632 240918 3100 237818 10018 124 9894 69635 2745 66890 5186470 893810 4289123 3537 255782 48726 207056 666961 286117 375675 5169 654421 216289 417838 20294 935332 576921 342433 15978 361196 237132 100659 23405 4075303 4075303 4481544 3284039 1197505 694155 122 694033 BUILDING REPAIRS AND MA 728388 240832 487556 0 AWARDS AND CEREMONIES 369816 238821 130995 0 ENTERTAINMENT 365319 113406 249076 2837 POSTAGE AND SHIPPING 273027 19634 251679 1714 HOUSING, BOOKS AND MEAL 224436 224436 0 0 475079 112450 342797 19832 45806046 30771412 14498217 536417 729860 6000708 7765252 2186078 302577 2885501 289237 305780 4639306 3804336 137411 53080 133773392 45517569 80042064 88255823 884228 22482370 8646942 1645187 1985971 1259017 119258276 115042452 6291346 3829590 615198 224109 69574655 69147177 1000000 617780 515404 78098979 73716280 X 39105575 36512645 869127 3554510 1184595 1259017 41159297 41326172 119258276 115042452 X 0 1 1 X 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2053722 3360037 89858 690090 4813527 2523744 89937 -145466 414493 2053722 0 0 3442320 3442320 103940172 25955111 77985061 16065027 11447344 4617683 10325873 8115114 2210759 88255823 CSV LIFE INSURANCE 257126 F DEPOSITS WITH TRUSTEES 8389816 F 8646942 DEFERRED COMPENSATION 515404 515404 45889155 45806046 83109 83766 83766 166875 44017859 83766 -2034028 -1950262 45968121 -78966 -78966 45889155 43850984 78966 78966 43772018 2034028 2034028 45806046 Part XII, Line 2d - Other Adjustments: TUITION DISCOUNTS: -2034028. Part XII, Line 4b - Other Adjustments: Rent Expenses: -78966. Part XIII, Line 2d - Other Adjustments: Rent Expenses: 78966. Part XIII, Line 4b - Other Adjustments: TUITION DISCOUNTS: 2034028. 1 1 1 THE UNIVERSITY PUBLICIZES ITS RACIALLY NONDISCRIMINATORY POLICY VIA NEWSPAPER NOTICES AND MEDIA. ADDITIONALLY, THE UNIVERSITY POSTS ITS POLICY IN PUBLIC AREAS AND INCLUDES THE POICY IN LITERATURE PROMOTING THE UNIVERSITY. 1 1 1 1 0 0 0 0 0 0 0 0 1 0 THE UNIVERSITY RECEIVES TUITION FROM GOVERNMENT AGENCIES WHICH REPRESENTS FINANCIAL AID TO THE STUDENTS. 1 0 ELIGIBLE STUDENTS 1269 BARCLAY CIRCLE MARIETTA GA 30060 2034028 FMV TUITION DISCOUNTS TUITION DISCOUNTS TUITION DISCOUNTS X X 1 1 X X 0 0 0 0 0 1 0 0 0 WILLIAM D JARR 200000 0 20000 0 0 0 0 0 0 0 220000 0 0 0 BRIAN J MCAULAY 200000 0 20000 0 0 0 0 0 0 0 220000 0 0 0 GUY RIEKEMAN 360000 0 115912 0 0 0 0 0 0 0 475912 0 0 0 Robert Scott 165000 0 702 0 0 0 0 0 6969 0 172671 0 0 0 Gregory Harris 162210 0 0 0 0 0 0 0 23902 0 186112 0 0 0 Dr Charles Ribley 40000 0 0 0 0 0 0 0 0 0 40000 0 0 0 Part I, Line 1a THE PRESIDENT TRAVELS FIRST CLASS WHEN A FLIGHT IS IN EXCESS OF THREE (3) HOURS. Part I, Line 6 THE PRESIDENT IS PAID AN ANNUAL BONUS BASED ON THE GROWTH IN TUITION REVENUE. DEVELOPMENT AUTHORITY OF THE CITY OF MARIETTA GEORGIA 567656DD2 2008-08-01 8516716 UNIVERSITY FACILITY AND REFUNDING BONDS 0 0 DEVELOPMENT AUTHORITY OF THE CITY OF MARIETTA GEORGIA 567656DE0 2008-08-01 19890040 UNIVERSITY FACILITY AND REFUNDING BONDS 0 0 DEVELOPMENT AUTHORITY OF THE CITY OF MARIETTA GEORGIA 567656DF7 2008-08-01 41113888 UNIVERSITY FACILITY AND REFUNDING BONDS 0 0 dr charles ribley former trustee 40000 consulting services provided to organization 0 Form 990, Part VI, Section B, line 11 THE AUDIT AND FINANCE COMMITTEE OF THE BOARD OF DIRECTORS IS PROVIDED A COPY OF FORM 990, PRIOR TO FILING, FOR ITS REVIEW AND APPROVAL. THE FULL BOARD OF DIRECTORS IS PROVIDED A COPY AT THE ANNUAL MEETING. Form 990, Part VI, Section B, line 15b THE INDEPENDENT BOARD MEMBERS REVIEW AND APPROVE COMPENSATION MATTERS. Form 990, Part VI, Section C, line 19 DOCUMENTS THAT ARE REQUIRED BY LAW TO BE MADE AVAILABLE TO THE PUBLIC ARE AVAILABLE VIA GUIDESTAR.ORG. ALL OTHER GOVERNING AND CONFLICTS OF INTEREST DOCUMENTS ARE AVAILABLE UPON REQUEST. THE ORGANIZATION HAS NOT CHANGED EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. FORM 990, PART III MISSION STATEMENT Life University is a not for profit educational institution. The purpose of Life University is to provide students with the vision to fulfill their innate potential, the inspiration to engage in a quest for self-discovery, and the ability to apply a principled approach to their future roles as leaders in humanitarian service and as citizens in their communities. Today Life University is sustained by its chiropractic, undergraduate, and masters programs, which set the standard of excellence in contemporary health care education. Graduates Life University graduated a total of 364 students during the 2009-2010 fiscal year. Research/Scholarly Activity The research and scholarship of Life University College of Chiropractic (LUCC) faculty is classified according to the Boyer categories. Life University faculty members have produced a significant body of scholarly work over the last two years. Projects are divided into those accepted for publication in peer-reviewed journals, those that are internally funded, those accepted for presentation at peer reviewed conferences, those in various stages of submission at peer-reviewed journals or conferences, and works in progress that have potential for publication in peer-reviewed outlets. Faculty members presented 21 submissions at the 2010 Association of Chiropractic Colleges/Research Agenda Conference (ACC/RAC) conference. Of those submissions to ACC/RAC 10 of them were accepted as platform presentations and 11 as poster presentations. For ACC/RAC 2009 Life University faculty and students presented 16 scholarly papers, and 6 were accepted as platform presentation with 10 being poster presentations. In addition to the 2009 and 2010 ACC/RAC conference presentations, there were a total of 13 submissions accepted for other conferences from July 2009 to June 2010 for a total of 34 research conference presentations. In total, during the period of July 2009 to June 2010, LUCC faculty, students and staff have had 6 scholarly papers published in the peer-reviewed literature. Further, there were 34 other definitive projects in some stage of development or nearing completion. Of the listed projects and presentations, eight students are currently receiving internal project funding; three participated in submissions to ACC/RAC 2010. Additionally, nine chiropractic students received scholarship funding to conduct research. FORM 990, PART III THE MISSION OF THE COLLEGE OF CHIROPRACTIC The mission of the Life University's College of Chiropractic, centered on the Vertebral Subluxation Complex, is to educate, mentor and graduate skilled and compassionate Doctors of Chiropractic to be primary care clinicians, physicians, teachers, and professionals, using the University's core life proficiencies as their foundation. The College of Chiropractic graduated a total of 272 doctors of chiropractic during the 2009-2010 fiscal year. Life University College of Chiropractic (LUCC) Doctor of Chiropractic Program reports annually on its planning through the university's Continuous Improvement Cycle (CIC) process administered through the Office of Institutional Effectiveness, Research and Planning. Formal planning and reporting is reviewed by an independent institutional committee, the Institutional Planning and Effectiveness Committee (IPEC), who assess the plan with its alignment to the mission and achievement of stated goals. Based upon the CIC plans and reports during the past two years the DCP accomplished the following: 1. Advisement Program A doctor of chiropractic program (DCP) Advisement Program was developed and implemented to assist students to more effectively and successfully navigate their way through the chiropractic program. Ten DCP faculty members are allotted 2.25 credit hours (or 3 contact hours/week) within their schedules to advise students enrolled in 4th through 12th quarters. These faculty members: --meet with their student advisees quarterly to assist with scheduling or other academic questions; --encourage students to be proactive in scheduling ensuring that they are on track for graduation and National Boards; --monitor student academic progress; and --direct students to the appropriate academic support services that may include the Student Success Center, Learning Resource Center, the Clinical Assessment and Remediation Program (CARP), or individual faculty members with particular expertise as needed. 2. Clinical Integration --Established cross representation of academic and clinic faculty participation in classroom instruction and clinic experiences; --classroom faculty are assisting in Level I and Level II clinics; and, --clinic faculty are co-teaching in technique courses. 3. Radiology Enhancements --Completed a needs assessment and evaluation of radiology courses and resources; --performed assessment of classroom needs resulting in approval for radiology lab rooms to be remodeled into smart rooms capable of utilizing digital images; --x-ray database developed to supplement Learning Resource Center materials, DCP classroom resources, and OSCE/CARP remediation support; and, --enhanced DCP radiology resource site on Blackboard Academic Suite. Outcomes Life University College of Chiropractic (LUCC) National Board scores for Parts I and II have shown a decline in both mean averages and overall pass rates for the 2010 administrations. To address this decline, LUCC has reviewed the overall pass rates and assessed the mean scores for individual categories to identify specific areas of decline. Mean scores for Parts I and II are provided in Tables 1 and 2 below. For Part I, General Anatomy, Chemistry, and Microbiology have shown decreases in mean scores in both administrations, and for Part II, General Diagnosis and Associated Clinical Sciences have shown decreases in the latest administration. Table 1 Part I NBCE Mean Scores 09/SP 09/FA 10/SP 10/FA General Anatomy 491 519 463 474 Spinal Anatomy 498 525 487 487 Physiology 482 508 463 482 Chemistry 496 524 461 475 Pathology 504 533 481 502 Micro. Public Health 491 481 464 446 Table 2 Part II NBCE Mean Scores 09/SP0 9/FA 10/SP 10/FA General Diagnosis 534 525 491 462 Neuromuscular Diagnosis 546 546 521 513 Diagnostic Imaging 540 538 539 526 Principles of Chiropractic 526 528 507 493 Chiropractic Practices 529 530 507 501 Associated Clinical Sciences 528 523 484 471 --Specific action plans have been developed to address the decline in board scores for Part I and II of the NBCE examination. --The DCP is reviewing course content and outcomes in the areas identified above. A trend analysis will be developed to compare Part I National Board performance to student performance in associated courses. Similar plans are outlined for Part II. --The DCP is evaluating the student cohorts who sat the boards in 2010 to assess if there has been a change in student profile. The National Board pass rates for Parts III and IV for the 2009 through 2010 academic year and the two most recently completed academic years continues to exceed the Council on Chiropractic Education (CCE) benchmark, which is the program's accrediting agency. Evaluation of individual mean scores for Part III subcategories indicate that all areas are meeting or exceeding expectations with an average mean of 474. FORM 990, PART III THE MISSION OF THE LIFE UNIVERSITY CLINIC SYSTEM The mission of the Life University Clinic System is to improve the health and well being of people in the communities we serve by providing chiropractic care and other health services, centered on the Vertebral Subluxation Complex. We will maintain excellence in the educational standards of our teaching clinics, and encourage all constituents of our clinics to actively participate in their own health and wellness care, and to actively participate in health and wellness programs that reach out to others in our communities. Clinical operations incorporate of a variety of chiropractic services provided to the general public inclusive of complementary services provided to a range of special populations. The clinic system is composed of several types of clinical experiences. The clinical education and patient care delivery is stratified into three levels. The educational goals and objectives are clearly spelled out for each level, and assessment tools developed to ensure that appropriate competencies are measured and outcomes utilized to improve the clinical program. Level I Experience: The Level I clinic experience includes quarters one through nine and is where basic competencies are developing in an environment where there is close faculty supervision. The majority of patients in a Level I clinic are not expected to be complex cases. Level I Clinic: The Campus Center for Health and Optimum Performance provides health care services for the Life University student community and provided over 30,000 patient visits at 100% no charge. The Campus Center for Health and Optimum Performance 1269 Barclay Circle Marietta, GA 30060 Level II Experience: The Level II clinic experience includes quarters ten through twelve. Students continue to develop competency and critical thinking skills, and also focus on developing competency in patient management. Although competency development continues, the student now has access to a larger volume and variety of patients with a range of conditions. The outpatient facility provided for over 50,000 patient visits with 50% care provided at no charge. Level II Clinic: The Center for Health and Optimum Performance provides health care services to the general public in a fee-for-service environment. The Center for Health and Optimum Performance 1415 Barclay Circle Marietta, GA 30060 Level III Experiences: Level III clinic encompasses the final quarters of the clinical education program. In Level III the student experiences integration into broader health care environments. These experiences are provided through a variety of programs; these programs may include field doctor's office experiences, international satellite clinics, and/or sporting events. All off campus clinical education experiences will take place at sites that have agreements and/or signed contracts with the University. Life University also owns and/or operates three community outreach clinics in the metro Atlanta area that serve special needs populations; additionally, the university operates a clinical facility in Zigong, China. Level III Clinics: There are currently three programs operating under the Level III programs; they are Outreach, field practice, and International Clinics. Outreach: The outreach clinics provide health care services to special needs populations in the metro Atlanta area and provided over 12,000 patient visits with 100% no charge. Outreach Clinic Program i. Community Outreach Clinic 140 Marble Mill Road NW Marietta, GA 30060 ii. Community Outreach Clinic - Turner Chapel 545 Hyde Drive NE Marietta, GA 30060 iii. Community Outreach Clinic - The Extension 1507 Church Street Marietta, GA 30060 The University has also fulfilled its initiative to expand its clinical experiences for students to both domestic and international locations through its Level III clinic programs. Qualified upper-quarter students have the opportunity to participate in qualified field experiences located in doctor's offices in several domestic and international locations. In addition, the doctor of chiropractic program continues to operate a full-time clinic within the Number One People's Hospital in Zigong, China. This facility accommodates clinic students for periods of 10 weeks per quarter. Community service Continued utilization of grant funds received for Community Outreach clinic promotion including multiple screening events and the provision of additional care at no charge. Outreach director participated in the Georgia Free Clinics summit at the Georgia State Capital. Advertised and offered workshops/coaching/classes to area businesses for their employees (no charge) Continued annual food drive for MUST Ministries Held a second annual donation drive for Project SHARE and raised $200 for the Marietta Power giving effort (they match every dollar) that helps Cobb county neighbors with utility bills FORM 990, PART III THE MISSION OF THE COLLEGE OF UNDERGRADUATE STUDIES The mission of the Life University College of Undergraduate Studies is to educate students in the vitalistic, principled and applied programs in nutrition, biology, general studies and business with an emphasis on incorporating the core life proficiencies into their future life roles. The College of Undergraduate Studies graduated a total of 76 undergraduate students in 2010. Faculty Publications: Dr. Michael Montgomery's books: 1. Antigravitas. Pittsburgh: Thumbscrews Press, 2011. [E-Book Collection of 25 Stories] Publication Date: 2-1-11 2. Dream Koans. Evergreen, CO: Fast Forward Press, 2011. [240 Short Fiction Pieces] Publication Date: 1-13-11 Peer-Revieved Paper: Char, Sudhanva V. and Collier, Cherry (2010) "Economics and Psychology: Exciting Interface in the Emerging Market Milieu," Journal of Emerging Knowledge on Emerging Markets: Vol. 2: Iss. 1, Article 12. The Sport Health Science Department, under the direction of Amanda Timberlake, M.S, R.D., piloted a sport nutrition counseling program for some of Life University athletes this summer. The department hopes to expand this program in the fall and will be working with LUSI and the school's coaches to identify those athletes who could benefit from this program The Kappa Omicron Nu Honor Society held its first initiation on November 17, 2010 in the Department of Nutrition. This is a national honor society for Nutrition and Dietetics students with a GPA of 3.5 or higher. There were 17 students initiated into the program. Sigma Phi Beta Honor Society initiated four students on Thursday, December 9. This is the national honor society for Business students with a GPA of 3.0 and higher FORM 990, PART III THE MISSION OF THE COLLEGE OF GRADUATE STUDIES & RESEARCH The mission of the Life University College of Graduate Studies (LUCGS) is to educate and mentor skilled and knowledgeable graduates in sports health science and rehabilitation who embody the roles of scholars, teachers and professionals, using the core life proficiencies as their foundation. The College of Graduate Studies and Research graduated a total of 16 Masters Degree students in 2010.