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Nonprofiteer
← AZUSA PACIFIC UNIVERSITY

Form 990 for tax year 2023

Filed by AZUSA PACIFIC UNIVERSITY.

Totals

Total revenue
$219,587,773
Total expenses
$237,136,762
Contributions and grants received
$21,056,321
Grants paid
$58,187,917
Program services expenses (Part IX)
$196,935,795
Management and general expenses
$36,359,700
Fundraising expenses
$3,841,267
Program service expenses (Part III)
$196,935,795

Program services were 83.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Cathy McIntyre

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Jesus Arriaga

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Kelli O'Gorman

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Larry Acosta

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Larry Walkemeyer

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Lindsey Rehfeld

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Lucie Moore

    Chair

    Total calculated
    $0
    Hours/week
    1

  • Lynette Ilertsen

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Matthews Chacko

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Ray Johnston

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Rich Link

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Rishi Sriram

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Rob Tiede

    Trustee

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Steve Perry

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Tim Stripe

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Aaron Dahlke

    VP Finance & Admin/CFO

    Total calculated
    $440,020
    From this org
    $388,453
    From related orgs
    $0
    Other
    $51,567
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $349,509
    Bonus
    $0
    Other
    $38,944
    Deferred
    $12,915
    Nontaxable benefits
    $38,652
    Filer's total
    $440,020

  • Adam Morris

    President

    Total calculated
    $627,639
    From this org
    $589,428
    From related orgs
    $0
    Other
    $38,211
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $432,428
    Bonus
    $100,000
    Other
    $57,000
    Deferred
    $13,200
    Nontaxable benefits
    $25,011
    Filer's total
    $627,639

  • James Buckley

    Secretary/General Counsel

    Total calculated
    $268,238
    From this org
    $227,056
    From related orgs
    $0
    Other
    $41,182
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $227,056
    Bonus
    $0
    Other
    $0
    Deferred
    $7,241
    Nontaxable benefits
    $33,941
    Filer's total
    $268,238

  • Andrew Barton

    VP of Advancement

    Total calculated
    $286,879
    From this org
    $246,705
    From related orgs
    $0
    Other
    $40,174
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $237,621
    Bonus
    $0
    Other
    $9,084
    Deferred
    $9,781
    Nontaxable benefits
    $30,393
    Filer's total
    $286,879

  • Anita Henck

    Provost/Dean - School of Education

    Total calculated
    $263,821
    From this org
    $239,966
    From related orgs
    $0
    Other
    $23,855
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $239,966
    Bonus
    $0
    Other
    $0
    Deferred
    $9,819
    Nontaxable benefits
    $14,036
    Filer's total
    $263,821

  • Keith Hall

    VP Student Belonging

    Total calculated
    $228,384
    From this org
    $195,580
    From related orgs
    $0
    Other
    $32,804
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $195,580
    Bonus
    $0
    Other
    $0
    Deferred
    $8,021
    Nontaxable benefits
    $24,783
    Filer's total
    $228,384

  • Marjorie Graham-Howard

    Interim Dean, BAS & School of Education (Part Year)

    Total calculated
    $193,767
    From this org
    $166,136
    From related orgs
    $0
    Other
    $27,631
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $166,136
    Bonus
    $0
    Other
    $0
    Deferred
    $4,463
    Nontaxable benefits
    $23,168
    Filer's total
    $193,767

  • Maureen Taylor

    VP of Strategic Communication & Engagement

    Total calculated
    $238,157
    From this org
    $197,223
    From related orgs
    $0
    Other
    $40,934
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $197,223
    Bonus
    $0
    Other
    $0
    Deferred
    $8,231
    Nontaxable benefits
    $32,703
    Filer's total
    $238,157

  • Michael White

    VP of Enrollment Management

    Total calculated
    $284,421
    From this org
    $244,821
    From related orgs
    $0
    Other
    $39,600
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $244,821
    Bonus
    $0
    Other
    $0
    Deferred
    $10,063
    Nontaxable benefits
    $29,537
    Filer's total
    $284,421

  • Renee Pozza

    Dean, School of Nursing

    Total calculated
    $187,088
    From this org
    $180,554
    From related orgs
    $0
    Other
    $6,534
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $180,554
    Bonus
    $0
    Other
    $0
    Deferred
    $5,996
    Nontaxable benefits
    $538
    Filer's total
    $187,088

  • Stephen Johnson

    Interim Provost (Part Year)

    Total calculated
    $243,128
    From this org
    $200,179
    From related orgs
    $0
    Other
    $42,949
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $200,179
    Bonus
    $0
    Other
    $0
    Deferred
    $8,474
    Nontaxable benefits
    $34,475
    Filer's total
    $243,128

  • Dayana Duarte

    Controller (Part Year)

    Total calculated
    $171,604
    From this org
    $162,390
    From related orgs
    $0
    Other
    $9,214
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $162,390
    Bonus
    $0
    Other
    $0
    Deferred
    $6,494
    Nontaxable benefits
    $2,720
    Filer's total
    $171,604

  • Monica Boutros

    Associate General Counsel (Part Year)

    Total calculated
    $177,614
    From this org
    $160,747
    From related orgs
    $0
    Other
    $16,867
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $160,747
    Bonus
    $0
    Other
    $0
    Deferred
    $6,509
    Nontaxable benefits
    $10,358
    Filer's total
    $177,614

  • Rachel Castaneda

    Professor

    Total calculated
    $195,408
    From this org
    $162,800
    From related orgs
    $0
    Other
    $32,608
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $162,800
    Bonus
    $0
    Other
    $0
    Deferred
    $6,115
    Nontaxable benefits
    $26,493
    Filer's total
    $195,408

  • Scott Martin

    Associate VP of Finance

    Total calculated
    $266,848
    From this org
    $222,790
    From related orgs
    $0
    Other
    $44,058
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $212,790
    Bonus
    $0
    Other
    $10,000
    Deferred
    $8,936
    Nontaxable benefits
    $35,122
    Filer's total
    $266,848

  • Stanton Emerson

    Doctor, Student Health Center

    Total calculated
    $210,651
    From this org
    $170,694
    From related orgs
    $0
    Other
    $39,957
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $170,694
    Bonus
    $0
    Other
    $0
    Deferred
    $7,164
    Nontaxable benefits
    $32,793
    Filer's total
    $210,651

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · First-class or charter travel
  • 1a · Travel for companions
  • 1a · Tax indemnification and gross-up payments
  • 1a · Housing allowance or residence for personal use
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part I, Line 1a First-class or charter travel
The governing board has specifically authorized this and recognizes it as necessary and for bona fide business purpose. Those who received this benefit include the President, Executive Vice President, and any others approved by the President, Executive Vice President, and Provost.
Schedule J, Part I, Line 1a Travel for companions
Spousal travel approved for major donor events/visits which are bona fide business travel authorized by board chair for the President, and by President for other highly compensated employees. Those who received this benefit include the President's spouse, Executive Vice President's spouse, and any others as approved by the President, Executive Vice President, and Provost.
Schedule J, Part I, Line 1a Tax indemnification and gross-up payments
The CFO was the recipient of gross-up payments related to the reimbursement of relocation expenses. This is included in taxable income.
Schedule J, Part I, Line 1a Housing allowance or residence for personal use
A housing allowance is provided to Adam Morris, President. This amount is included in his taxable income.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
12 May 2025
IRS schema version
2023v6.0
Source object
202501329349306255

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