2011-11-07T12:58:57-06:00 2011-06-30 MOSS ADAMS LLP PO BOX 22650 YAKIMA WA 989072650 990 2010-07-01 061744054 PACIFIC NORTHWEST UNIVERSITY OF HEALTH SCIENCES PACI 5094525100 111 UNIVERSITY PARKWAY SUITE 202 YAKIMA WA 989011471 LLOYD BUTLER DO 5094525100 2011-10-27 1 TRACY PAGLIA 5092487750 2010 2016-03-07 17:11:31Z LLOYD BUTLER DO 111 UNIVERSITY PARKWAY SUITE 202 YAKIMA WA 989011471 12748673 0 X WWW.PNWU.ORG X 2005 WA PRIVATE UNIVERSITY, COLLEGE OF OSTEOPATHIC MEDICINE 17 15 124 35 0 0 1145336 2615605 6499992 10070269 78891 54422 43783 7376 7768002 12747672 0 0 0 0 5705346 6368152 0 5500 227859 4808307 5048282 10513653 11421934 -2745651 1325738 8541239 33371383 7400865 30874324 1140374 2497059 PACIFIC NORTHWEST UNIVERSITY OF HEALTH SCIENCES EDUCATES AND TRAINS HEALTH PROFESSIONALS WITH OSTEOPATHIC VALUES AND CONDUCTS RESEARCH TO PROVIDE QUALITY CARE TO COMMUNITIES OF THE PACIFIC NORTHWEST, PARTICULARLY RURAL AND UNDERSERVED POPULATIONS. 0 0 7960299 10070269 THE UNIVERSITY PROVIDED EDUCATION AND TRAINING TO THREE CLASSES OF STUDENTS, PURSUING A DOCTORATE IN OSTEOPATHIC MEDICINE. 7960299 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 1 0 1 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 77 0 1 124 1 0 0 0 0 0 1 1 0 0 0 0 X 17 15 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WA X ANN O'BRIEN 5094525100 111 UNIVERSITY PARKWAY SUITE 202 YAKIMA WA 989011471 RICHARD SPIEGEL MD 1.00 X X 0 0 0 BILL HUIBREGTSE 1.00 X X 0 0 0 DUANE ROSSMAN 1.00 X X 0 0 0 MIKE MAPLES MD 1.00 X X 0 0 0 PAUL EMMANS DO 1.00 X X 0 0 0 STAN MARTINKUS 1.00 X X 0 0 0 KAREN HYATT 1.00 X 0 0 0 CHRISTOPHER CLARK DO 1.00 X 0 0 0 PETER GRIMM 1.00 X 0 0 0 CRISTOBAL GUILLEN 1.00 X 0 0 0 BOB HANEY 1.00 X 0 0 0 JAMES HAVEN MD 1.00 X 0 0 0 LAWRENCE LARSON DO 1.00 X 0 0 0 KERRY MARTIN 1.00 X 0 0 0 J CARLOS OLIVARES 1.00 X 0 0 0 PAT TEMPLE 1.00 X 0 0 0 KEITH WATSON DO 1.00 X 0 0 0 LLOYD BUTLER DO 40.00 X 162293 0 10971 C KEITH RIFFE 40.00 X 38154 0 2963 ANN O'BRIEN 40.00 X 113274 0 13515 GRETCHEN EICKMEYER 40.00 X 105183 0 13248 ROBERT SUTTON PHD 40.00 X 193421 0 17515 ROBYN PHILLIPS-MADSON DO 40.00 X 258058 0 20110 DR MARK TAYLOR 40.00 X 149577 0 15629 DR MELICIEN TETTAMBEL 40.00 X 155922 0 16730 DR DOUGLAS SHEARER 40.00 X 146793 0 16223 DR LEX TOWNS 40.00 X 155530 0 15560 DR DENNIS CLARK 40.00 X 146854 0 15463 1625059 0 157927 15 0 1 0 PPC SOLUTIONS 223 W 2ND AVE SPOKANE WA 99201 SECURITY SERVICES 125996 1 23549 627246 1964810 503269 2615605 TUITION AND FEES 900099 9681869 9681869 REGIONAL SITE SUPPORT 900099 298000 298000 FOREST RESEARCH REVENU 541700 60000 60000 UNIVERSITY ADMIN 900099 30000 30000 BOOKSTORE INCOME 900099 400 400 10070269 54422 54422 8377 23549 1001 7376 7376 12747672 10070269 0 61798 1157319 838672 238985 79662 4442861 3682276 700674 59911 104287 81344 20857 2086 251450 187728 58693 5029 412235 321543 82447 8245 49410 49410 57410 57410 48742 48742 5500 5500 39843 39843 922386 727801 182165 12420 53475 10695 21390 21390 39223 17936 20515 772 177987 90108 86354 1525 817861 336464 476650 4747 299167 227934 52809 18424 805108 322043 479512 3553 539433 215773 323660 123967 56312 67655 STUDENT EXPENSES 537213 487371 49842 SUPPLIES 297572 157786 138713 1073 DUES & ACCREDITATION FE 186734 166070 19295 1369 STAFF RECRUITMENT 42201 28223 11825 2153 CONTRIBUTIONS 10550 4220 6330 11421934 7960299 3233776 227859 1136648 1494076 1242571 763144 1561891 2053149 44097 56563 8877 39820 29659167 1155951 2808280 28503216 1695660 43215 461415 8541239 33371383 1547004 1227469 1253861 2296855 250000 3711800 1500000 21500000 2850000 2138200 7400865 30874324 X 969129 2340056 171245 157003 1140374 2497059 8541239 33371383 X 1325738 30947 X X 0 1 1 X 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 0 0 0 1 48742 0 0 48742 0 EXPLANATION OF OTHER LOBBYING ACTIVITIES: PART II-B, LINE 1I: PART II-B, LINE 1(G): PNWU PAID CAPITAL SOLUTIONS (BILL FROMHOLDS) TO LOBBY ON THEIR BEHALF. 12000000 12000000 15107252 276493 14830759 34680 15115 19565 2494237 864343 1629894 22998 22998 28503216 12747672 11421934 1325738 30950 -3 30947 1356685 12780675 32000 2 32002 12748673 -1001 -1001 12747672 11423990 1050 1006 2056 11421934 0 11421934 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: EFFECTIVE JULY 1, 2009, THE UNIVERSITY ADOPTED ACCOUNTING FOR UNCERTAIN TAX POSITIONS. THE ACCOUNTING STANDARD PRESCRIBES RECOGNITION THRESHOLD AND MEASUREMENT PROCESS FOR UNCERTAIN TAX POSITIONS. UNRELATED BUSINESS INCOME TAX, IF ANY, IS INSIGNIFICANT AND THEREFORE NO TAX PROVISION HAS BEEN RECORDED IN THESE FINANCIAL STATEMENTS IN ACCORDANCE WITH ACCOUNTING STANDARDS FOR UNCERTAIN TAX POSITIONS. PART XI, LINE 8 - OTHER ADJUSTMENTS: ROUNDING -3. PART XII, LINE 2D - OTHER ADJUSTMENTS: ROUNDING 2. PART XII, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES INCLUDED IN INCOME -1,001. PART XIII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES INCLUDED IN INCOME 1,001. ROUNDING 5. 1 1 0 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 THIS POLICY IS DISTRIBUTED VIA BROCHURES AND THE STUDENT CATALOG ON THE WEBSITE. EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE SCHEDULE E, PART I, LINE 6 FEDERAL FINANCIAL AID IS PROVIDED TO ELIGIBLE STUDENTS. ONLINE AUCTION 31926 23549 8377 1001 31926 23549 8377 1001 1001 7376 X 1 1 X X X X 0 0 0 0 0 0 0 0 0 LLOYD BUTLER DO 162293 0 0 0 0 0 3750 0 7221 0 173264 0 0 0 ROBERT SUTTON PHD 193421 0 0 0 0 0 9655 0 7860 0 210936 0 0 0 ROBYN PHILLIPS-MADSON DO 258058 0 0 0 0 0 12250 0 7860 0 278168 0 0 0 DR MARK TAYLOR 149577 0 0 0 0 0 7769 0 7860 0 165206 0 0 0 DR MELICIEN TETTAMBEL 155922 0 0 0 0 0 8870 0 7860 0 172652 0 0 0 DR DOUGLAS SHEARER 146793 0 0 0 0 0 8363 0 7860 0 163016 0 0 0 DR LEX TOWNS 155530 0 0 0 0 0 7700 0 7860 0 171090 0 0 0 DR DENNIS CLARK 146854 0 0 0 0 0 7603 0 7860 0 162317 0 0 0 PART I, LINE 1A DUES TO COUNTRY CLUB FOR BUSINESS MEALS ONLY. ONLY SOCIAL DUES ARE PAID ($104/MO) FOR THE USE OF THE DINING FACILITIES WITH KEY DONORS. RICHARD SPIEGEL TO CARRY ON PROGRAM FUNDING. X 450000 400000 0 1 1 PATRICIA TEMPLE PURCHASE OF LAND X 3311800 3311800 0 1 1 3711800 X 4337 FAIR MARKET VALUE X 2 575 FAIR MARKET VALUE X SUPPLIES 4 10398 FAIR MARKET VALUE X AUCTION ITEMS 20 23549 FAIR MARKET VALUE X INTEREST FORGIVEN 2 460060 FAIR MARKET VALUE X RENT REDUCTION 1 750 FAIR MARKET VALUE X STORAGE UNIT 1 3600 FAIR MARKET VALUE 0 1 0 FORM 990, PART VI, SECTION A, LINE 2 DR BUTLER AND BOB HANEY ARE BROTHERS-IN-LAW WITH OUTSIDE BUSINESSES. KERRY MARTIN AND LLOYD BUTLER HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11 THE 990 IS REVIEWED BY THE MEMBERS OF THE FINANCE COMMITTEE AND PRESENTED TO THE BOARD FOR QUESTIONS AND APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS REVIEW AND SIGN THE PNWU CONFLICT OF INTEREST POLICY AND ARE ASKED TO DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST. BOARD MEMBERS EXPLICITLY EXCUSE THEMSELVES FROM VOTING ON ANY ITEMS THAT MAY LEAD TO A CONFLICT OF INTEREST, BOTH IN FACT AND IN APPEARANCE. THIS POLICY IS MONITORED CONTINUOUSLY BY THE BOARD CHAIR. EFFECTIVE APRIL 2010, THIS POLICY/PROCEDURE HAS BEEN IMPLEMENTED WITH ALL KEY EMPLOYEES AS WELL. FORM 990, PART VI, SECTION B, LINE 15 15A THE FINANCE COMMITTEE COMMISSIONED A FORMAL REVIEW OF EXECUTIVE SALARIES USING A THIRD PARTY ACTUARY DURING FISCAL YEAR ENDING JUNE 30, 2010. THE REVIEW WAS UTILIZED ALONG WITH OTHER COMPARABLE SURVEY DATA TO DETERMINE PNWU EXECUTIVE SALARIES WERE REASONABLE COMPARED TO MARKET. 15B OFFICERS AND KEY EMPLOYEES (THE TOP TEN POSITIONS IN THE ORGANIZATION) WERE INCLUDED IN THE PROCESS FOR DETERMINING THE CEO, EXECUTIVE DIRECTOR, AND/OR TOP MANAGEMENT OFFICIALS' COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 PNWU MAKES ITS CONFLICTS OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST. PNWU CURRENTLY DOES NOT MAKE ITS AUDITED FINANCIAL STATEMENTS OR GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: DONATED SERVICES AND USE OF FACILITIES: 30,950. ROUNDING -3. TOTAL TO FORM 990, PART XI, LINE 5: 30,947. OVERSIGHT OF AUDIT AND SELECTION OF INDEPENDENT AUDITOR FORM 990, PART XII, LINE 2C: THIS PROCESS HAS NOT CHANGED FROM PRIOR YEAR.