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Nonprofiteer
← A T STILL UNIVERSITY OF HEALTH SCIENCES

Form 990 for tax year 2023

Filed by A T STILL UNIVERSITY OF HEALTH SCIENCES.

Totals

Total revenue
$220,629,991
Total expenses
$185,147,115
Contributions and grants received
$9,186,356
Grants paid
$2,438,364
Program service revenue
not reported
Investment income
not reported
Other revenue
not reported
Total assets, end of year
not reported
Total liabilities, end of year
not reported
Net assets or fund balances, end of year
not reported
Program services expenses (Part IX)
$159,832,926
Management and general expenses
$22,662,146
Fundraising expenses
$2,652,043
Program service expenses (Part III)
$159,832,926

Program services were 86.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • HERB KUHN

    TRUSTEE/CHAIRPERSON

    Total calculated
    $0
    Hours/week
    1

  • ISAAC R NAVARRO

    TRUSTEE/VICE CHAIRPERSON

    Total calculated
    $0
    Hours/week
    1

  • MICHELLE MAYO

    TRUSTEE/SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • ALAN MORGAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • BERTHA A THOMAS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DANIELLE BARNETT-TRAPP

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • FELIX M VALBUENA JR

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • FLOYD SIMPSON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JOHN R THURMAN JR

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JONATHAN CLEAVER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • KIMBERLY PERRY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • LINDA EREMITA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • LINNETTE SELLS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MARCO J CLARK

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL TORGAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • REID W BUTLER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ROSIE ALLEN-HERRING

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • CRAIG M PHELPS

    PRESIDENT

    Total calculated
    $1,153,080
    From this org
    $1,102,376
    From related orgs
    $0
    Other
    $50,704
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $858,185
    Bonus
    $145,263
    Other
    $98,928
    Deferred
    $17,940
    Nontaxable benefits
    $32,764
    Filer's total
    $1,153,080

  • DANA T FUNDERBURK

    VICE PRESIDENT/CFO

    Total calculated
    $281,496
    From this org
    $236,701
    From related orgs
    $0
    Other
    $44,795
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $234,860
    Bonus
    $280
    Other
    $1,561
    Deferred
    $13,654
    Nontaxable benefits
    $31,141
    Filer's total
    $281,496

  • ANN LEE BURCH

    DEAN

    Total calculated
    $291,172
    From this org
    $249,581
    From related orgs
    $0
    Other
    $41,591
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $247,127
    Bonus
    $280
    Other
    $2,174
    Deferred
    $14,159
    Nontaxable benefits
    $27,432
    Filer's total
    $291,172

  • DWIGHT MCLEOD

    DEAN

    Total calculated
    $401,044
    From this org
    $351,963
    From related orgs
    $0
    Other
    $49,081
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $350,122
    Bonus
    $280
    Other
    $1,561
    Deferred
    $17,940
    Nontaxable benefits
    $31,141
    Filer's total
    $401,044

  • ERIC SAUERS

    DEAN

    Total calculated
    $331,273
    From this org
    $285,093
    From related orgs
    $0
    Other
    $46,180
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $284,870
    Bonus
    $30
    Other
    $193
    Deferred
    $16,194
    Nontaxable benefits
    $29,986
    Filer's total
    $331,273

  • MARGARET WILSON LEMLEY

    DEAN

    Total calculated
    $433,175
    From this org
    $404,779
    From related orgs
    $0
    Other
    $28,396
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $402,482
    Bonus
    $30
    Other
    $2,267
    Deferred
    $17,940
    Nontaxable benefits
    $10,456
    Filer's total
    $433,175

  • MARISA HASTIE

    DEAN

    Total calculated
    $284,939
    From this org
    $245,398
    From related orgs
    $0
    Other
    $39,541
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $243,834
    Bonus
    $280
    Other
    $1,284
    Deferred
    $13,904
    Nontaxable benefits
    $25,637
    Filer's total
    $284,939

  • NORMAN GEVITZ

    SENIOR VICE PRESIDENT

    Total calculated
    $481,793
    From this org
    $453,229
    From related orgs
    $0
    Other
    $28,564
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $450,269
    Bonus
    $30
    Other
    $2,930
    Deferred
    $17,940
    Nontaxable benefits
    $10,624
    Filer's total
    $481,793

  • ROBERT TROMBLY

    DEAN

    Total calculated
    $393,622
    From this org
    $345,045
    From related orgs
    $0
    Other
    $48,577
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $343,698
    Bonus
    $280
    Other
    $1,067
    Deferred
    $17,940
    Nontaxable benefits
    $30,637
    Filer's total
    $393,622

  • SHARON OBADIA

    DEAN

    Total calculated
    $438,736
    From this org
    $395,609
    From related orgs
    $0
    Other
    $43,127
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $357,053
    Bonus
    $38,363
    Other
    $193
    Deferred
    $17,940
    Nontaxable benefits
    $25,187
    Filer's total
    $438,736

  • DAVID SHOUP

    PROFESSOR

    Total calculated
    $321,348
    From this org
    $275,598
    From related orgs
    $0
    Other
    $45,750
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $269,857
    Bonus
    $5,380
    Other
    $361
    Deferred
    $15,609
    Nontaxable benefits
    $30,141
    Filer's total
    $321,348

  • DEBORAH HEATH

    ASSOCIATE DEAN

    Total calculated
    $339,219
    From this org
    $311,542
    From related orgs
    $0
    Other
    $27,677
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $294,945
    Bonus
    $15,030
    Other
    $1,567
    Deferred
    $17,053
    Nontaxable benefits
    $10,624
    Filer's total
    $339,219

  • O TED WENDEL

    SENIOR VICE PRESIDENT

    Total calculated
    $326,641
    From this org
    $284,385
    From related orgs
    $0
    Other
    $42,256
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $280,425
    Bonus
    $1,030
    Other
    $2,930
    Deferred
    $15,869
    Nontaxable benefits
    $26,387
    Filer's total
    $326,641

  • RICHARD LABAERE III

    ASSOCIATE DEAN

    Total calculated
    $357,046
    From this org
    $312,167
    From related orgs
    $0
    Other
    $44,879
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $309,633
    Bonus
    $280
    Other
    $2,254
    Deferred
    $17,292
    Nontaxable benefits
    $27,587
    Filer's total
    $357,046

  • WAYNE COTTAM

    PROFESSOR

    Total calculated
    $319,628
    From this org
    $279,144
    From related orgs
    $0
    Other
    $40,484
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $255,811
    Bonus
    $280
    Other
    $23,053
    Deferred
    $14,600
    Nontaxable benefits
    $25,884
    Filer's total
    $319,628

  • DONALD ALTMAN

    FORMER DEAN

    Total calculated
    $412,929
    From this org
    $382,965
    From related orgs
    $0
    Other
    $29,964
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $293,518
    Bonus
    $87,180
    Other
    $2,267
    Deferred
    $17,940
    Nontaxable benefits
    $12,024
    Filer's total
    $412,929

  • RANDY DANIELSEN

    FORMER DEAN

    Total calculated
    $189,934
    From this org
    $178,312
    From related orgs
    $0
    Other
    $11,622
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $159,702
    Bonus
    $15,180
    Other
    $3,430
    Deferred
    $10,207
    Nontaxable benefits
    $1,415
    Filer's total
    $189,934

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, and on a Form 990-PF Part VIII's — 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 · Travel for companions
  • 1a · Housing allowance or residence for personal use
  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 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 Items added to President's W-2
THE UNIVERSITY PROVIDES A HOUSING ALLOWANCE FOR THE UNIVERSITY PRESIDENT FOR A HOUSE IN ARIZONA AND ALSO MAINTAINS A HOUSE FOR THE PRESIDENT IN KIRKSVILLE. THE HOUSING BENEFIT FOR BOTH HOUSES IS TREATED AS TAXABLE COMPENSATION AND INCLUDED ON THE PRESIDENT'S W-2. THE UNIVERSITY PROVIDED TRAVEL EXPENSES FOR THE PRESIDENT'S SPOUSE TO ATTEND EVENTS THROUGHOUT THE YEAR. THESE ITEMS WERE TREATED AS TAXABLE INCOME IN HIS W-2. THE UNIVERSITY PAID FOR AQUATIC CENTER AND HEALTH CENTER DUES FOR SEVERAL EMPLOYEES, WHICH WERE REPORTED AS TAXABLE INCOME ON THEIR W-2S. THIS BENEFIT IS AVAILABLE TO ALL EMPLOYEES.
Schedule J, Part I, Line 4b Supplemental Nonqualified Retirement Plan
DURING THE TERM OF THE PRESIDENT'S EMPLOYMENT WITH THE INSTITUTION AS PROVIDED IN THE PRESIDENT'S EMPLOYMENT AGREEMENT WITH ATSU DATED JULY, 2020. ON OR AROUND AUGUST 1 INSTITUTION WILL REMIT TO CREDIT TO THE DEFERRED COMPENSATION ACCOUNT AN AMOUNT EQUAL TO UP TO 20% OF THE PRESIDENT'S BASE SALARY PER YEAR FOR EACH FULL YEAR OF THE PRESIDENT'S EMPLOYMENT IN AN AMOUNT EQUAL TO THE AMOUNT OF THE PRESIDENT'S BONUS, IF ANY, AS DETERMINED BY THE INSTITUTION'S BOARD OF TRUSTEES. THE PRESIDENT SHALL VEST IN THE DEFERRED COMPENSATION ACCOUNT ON JUNE 30, 2024, PROVIDED HE REMAINS IN CONTINUOUS EMPLOYMENT THROUGH SUCH DATE, OR UPON HIS EARLIER TERMINATION OF EMPLOYMENT DUE TO HIS DEATH OR DISABILITY OR UPON TERMINATION OF THE PRESIDENT'S EMPLOYMENT BY ATSU WITHOUT CAUSE, AS DEFINED IN THE EMPLOYMENT AGREEMENT. 2023 ACTIVITY CRAIG M. PHELPS - ACCRUAL $ 144,983, DISTRIBUTION $ 131,818, TOTAL $ 276,801

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

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • ATSUCHC-U LLC

    EDUCATION · AZ · income $0 · assets $0

    Directly controlled by ATSU

Provenance

Return type
form_990
Tax year
2023
Filed
18 March 2025
IRS schema version
2023v6.0
Source object
202530779349300433

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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