Form 990 for tax year 2022
Filed by WESTERN UNIVERSITY OF HEALTH SCIENCES.
Totals
- Total revenue
- $253,324,762
- Total expenses
- $236,403,726
- Contributions and grants received
- $22,653,134
- Grants paid
- $5,207,031
- Program service revenue
- $221,382,172
- Investment income
- $3,909,724
- Other revenue
- $5,379,732
- Total assets, end of year
- $546,254,576
- Total liabilities, end of year
- $267,045,391
- Net assets or fund balances, end of year
- $279,209,185
- Program services expenses (Part IX)
- $190,167,858
- Management and general expenses
- $43,441,796
- Fundraising expenses
- $2,794,072
- Program service expenses (Part III)
- $190,167,858
Program services were 80.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1e · Government grants (contributions)
$8,672,911
-
1f · All other contributions, gifts and grants
$13,980,223
-
1g · Noncash contributions included above
$97,485
-
2a · Program service revenue: TUITION REVENUE
total $205,630,538 · related or exempt $205,630,538
-
2b · Program service revenue: MEDICAL CLINIC REVENUE
total $11,635,551 · related or exempt $11,635,551
-
2c · Program service revenue: BOOKSTORE REVENUE
total $2,149,738 · related or exempt $2,149,738
-
2d · Program service revenue: STUDENT FEES
total $1,966,345 · related or exempt $1,966,345
-
3 · Investment income
total $4,588,416 · excluded $4,588,416
-
6a · Gross rents
real property $1,018,885
-
6b · Less rental expenses
real property $0
-
6c · Rental income or loss
real property $1,018,885
-
6d · Net rental income or loss
total $1,018,885 · excluded $1,018,885
-
7a · Gross sales of assets other than inventory
securities $358,371,912
-
7b · Less cost or other basis and sales expenses
securities $359,050,604
-
7c · Gain or loss
securities -$678,692
-
7d · Net gain or loss
total -$678,692 · unrelated business $76,233 · excluded -$754,925
-
11a · Other revenue: OUTSIDE REVENUE
total $2,169,287 · related or exempt $2,169,287
-
11b · Other revenue: OTHER EDUCATIONAL REV.
total $1,153,368 · related or exempt $1,153,368
-
11c · Other revenue: CONTINUING EDUCATION
total $151,199 · related or exempt $151,199
-
11d · All other revenue
total $886,993 · related or exempt $886,993
-
11e · Other revenue, total
$4,360,847
Functional expenses
Part IX, the statement of functional expenses.
-
2 · Grants to domestic individuals
total $5,207,031 · program services $5,207,031
-
5 · Compensation of officers, directors and key employees
total $5,129,957 · program services $2,452,822 · management and general $2,677,135
-
6 · Compensation of disqualified persons
total $1,448,984 · program services $460,727 · management and general $988,257
-
7 · Other salaries and wages
total $114,936,112 · program services $97,458,167 · management and general $15,809,858 · fundraising $1,668,087
-
8 · Pension plan contributions
total $7,277,799 · program services $6,011,479 · management and general $1,166,415 · fundraising $99,905
-
9 · Other employee benefits
total $13,833,298 · program services $11,426,337 · management and general $2,217,066 · fundraising $189,895
-
10 · Payroll taxes
total $8,304,779 · program services $6,859,767 · management and general $1,331,009 · fundraising $114,003
-
11b · Fees: legal
total $1,520,088 · program services $94,054 · management and general $1,426,034
-
11c · Fees: accounting
total $473,292 · management and general $473,292
-
11d · Fees: lobbying
total $79,829 · program services $26,554 · management and general $53,275
-
11f · Fees: investment management
total $445,500 · management and general $445,500
-
11g · Fees: other
total $10,502,899 · program services $6,317,454 · management and general $4,045,201 · fundraising $140,244
-
12 · Advertising and promotion
total $1,588,998 · program services $472,522 · management and general $1,101,843 · fundraising $14,633
-
13 · Office expenses
total $2,056,555 · program services $1,387,380 · management and general $609,066 · fundraising $60,109
-
14 · Information technology
total $4,845,321 · program services $3,169,878 · management and general $1,596,019 · fundraising $79,424
-
16 · Occupancy
total $12,496,029 · program services $10,327,977 · management and general $1,996,346 · fundraising $171,706
-
17 · Travel
total $3,382,320 · program services $2,760,439 · management and general $583,541 · fundraising $38,340
-
19 · Conferences, conventions and meetings
total $1,404,120 · program services $1,085,239 · management and general $303,766 · fundraising $15,115
-
20 · Interest
total $4,489,506 · program services $3,694,883 · management and general $743,879 · fundraising $50,744
-
22 · Depreciation, depletion and amortization
total $8,425,892 · program services $6,931,050 · management and general $1,399,374 · fundraising $95,468
-
23 · Insurance
total $2,110,392 · program services $1,444 · management and general $2,108,948
-
24a · Other expenses: ROTATIONS EXPENSE
total $7,654,857 · program services $7,654,857
-
24b · Other expenses: MED/LAB/STDNT SUPPLIES
total $4,299,728 · program services $4,295,708 · management and general $3,905 · fundraising $115
-
24c · Other expenses: REPAIRS AND MAINTENANCE
total $4,149,058 · program services $3,015,944 · management and general $1,097,642 · fundraising $35,472
-
24d · Other expenses: COST OF GOODS SOLD
total $3,109,033 · program services $3,109,033
-
24e · All other expenses
total $7,232,349 · program services $5,947,112 · management and general $1,264,425 · fundraising $20,812
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $8,788,565 · end of year $6,578,942
-
3 · Pledges and grants receivable
beginning of year $326,399 · end of year $313,424
-
4 · Accounts receivable
beginning of year $7,594,724 · end of year $5,287,196
-
7 · Other notes and loans receivable
beginning of year $41,490,644 · end of year $44,990,378
-
8 · Inventories for sale or use
beginning of year $848,802 · end of year $711,697
-
9 · Prepaid expenses and deferred charges
beginning of year $3,462,952 · end of year $2,551,717
-
10a · Land, buildings and equipment: cost or other basis
$261,945,202
-
10b · Land, buildings and equipment: accumulated depreciation
$123,632,943
-
10c · Land, buildings and equipment, net
beginning of year $138,652,364 · end of year $138,312,259
-
11 · Investments: publicly traded securities
beginning of year $112,732,596 · end of year $126,791,876
-
12 · Investments: other securities
beginning of year $151,477,264 · end of year $155,810,932
-
15 · Other assets
beginning of year $73,470,324 · end of year $64,906,155
-
17 · Accounts payable and accrued expenses
beginning of year $34,952,337 · end of year $33,492,940
-
19 · Deferred revenue
beginning of year $26,289,631 · end of year $26,278,457
-
20 · Tax-exempt bond liabilities
beginning of year $87,435,901 · end of year $83,126,589
-
25 · Other liabilities
beginning of year $138,196,450 · end of year $124,147,405
-
27 · Net assets without donor restrictions
beginning of year $222,802,286 · end of year $240,231,045
-
28 · Net assets with donor restrictions
beginning of year $29,168,029 · end of year $38,978,140
Mission and programs · 2022
Mission
TO PRODUCE, IN A HUMANISTIC TRADITION, HEALTH CARE PROFESSIONALS AND BIOMEDICAL KNOWLEDGE THAT WILL ENHANCE AND EXTEND THE QUALITY OF LIFE IN OUR COMMUNITIES.
Activities or mission (Part I)
TO PRODUCE, IN A HUMANISTIC TRADITION, HEALTH CARE PROFESSIONALS AND (CONT. ON SCH. O) BIOMEDICAL KNOWLEDGE THAT WILL ENHANCE AND EXTEND THE QUALITY OF LIFE IN OUR COMMUNITIES.
-
WESTERN UNIVERSITY OF HEALTH SCIENCES IS ONE OF THE LARGEST GRADUATE UNIVERSITIES FOR THE HEALTH PROFESSIONS IN THE WESTERN UNITED STATES. WESTERN UNIVERSITY CONFERS DEGREES FOR PHYSICIANS, PHARMACISTS, NURSES, PHYSICIAN ASSISTANTS, PHYSICAL THERAPISTS, VETERINARIANS, DENTISTS, PODIATRISTS, OPTOMETRISTS, AND RESEARCHERS.
Expenses $174,905,791 · Grants $5,207,031 · Revenue $209,991,386
-
WESTERNU HEALTH CLINICS WERE FOUNDED BY WESTERN UNIVERSITY OF HEALTH SCIENCES IN 2008 AS ACADEMIC MEDICAL CENTERS. AS A TEACHING FACILITY, WESTERNU HEALTH SERVES RESIDENTS AS WELL AS TEACHING STAFF AND STUDENTS IN SOUTHERN CALIFORNIA AND PORTLAND AREAS. WESTERNU HEALTH WAS ESTABLISHED TO PROVIDE TEACHING, MEDICAL SERVICES, AND RESEARCH IN SPECIALTY AREAS INCLUDING EYE CARE, DENTAL CARE, PHARMACY, AND MANY MORE.
Expenses $15,262,067 · Revenue $15,751,633
As filed on the 2022 return.
Listed in Part VII
-
Robin Farias-EisnerROBIN FARIAS-EISNER
PRESIDENT
- Total calculated
- $1,164,493
- From this org
- $1,141,578
- From related orgs
- $0
- Other
- $22,915
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $1,070,000
- Bonus
- $42,872
- Other
- $28,706
- Deferred
- $22,251
- Nontaxable benefits
- $664
- Filer's total
- $1,164,493
-
Daniel WilsonDANIEL WILSON
PROFESSOR
- Total calculated
- $1,036,142
- From this org
- $993,569
- From related orgs
- $0
- Other
- $42,573
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $706,020
- Bonus
- $0
- Other
- $287,549
- Deferred
- $22,875
- Nontaxable benefits
- $19,698
- Filer's total
- $1,036,142
-
Devendra AgrawalDEVENDRA AGRAWAL
DIR. TRANSLATIONAL RESEARCH/PROF.
- Total calculated
- $535,195
- From this org
- $497,398
- From related orgs
- $0
- Other
- $37,797
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $480,395
- Bonus
- $13,269
- Other
- $3,734
- Deferred
- $22,875
- Nontaxable benefits
- $14,922
- Filer's total
- $535,195
-
David BaronDAVID BARON
PROFESSOR
- Total calculated
- $470,047
- From this org
- $431,407
- From related orgs
- $0
- Other
- $38,640
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $427,673
- Bonus
- $0
- Other
- $3,734
- Deferred
- $22,875
- Nontaxable benefits
- $15,765
- Filer's total
- $470,047
-
Clive Houston-BrownCLIVE HOUSTON-BROWN
COO
- Total calculated
- $460,770
- From this org
- $416,959
- From related orgs
- $0
- Other
- $43,811
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $413,225
- Bonus
- $0
- Other
- $3,734
- Deferred
- $22,875
- Nontaxable benefits
- $20,936
- Filer's total
- $460,770
-
Paula CronePAULA CRONE
PROVOST & CHIEF ACADEMIC OFFICER
- Total calculated
- $455,887
- From this org
- $417,321
- From related orgs
- $0
- Other
- $38,566
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $416,057
- Bonus
- $0
- Other
- $1,264
- Deferred
- $22,875
- Nontaxable benefits
- $15,691
- Filer's total
- $455,887
-
David ConnettDAVID CONNETT
ACTING DEAN COMP
- Total calculated
- $437,440
- From this org
- $403,678
- From related orgs
- $0
- Other
- $33,762
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $398,481
- Bonus
- $1,213
- Other
- $3,984
- Deferred
- $22,875
- Nontaxable benefits
- $10,887
- Filer's total
- $437,440
-
Jeffrey EloJEFFREY ELO
PROF/ADVANCED CLINICAL SERVICES
- Total calculated
- $404,299
- From this org
- $355,748
- From related orgs
- $0
- Other
- $48,551
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $345,157
- Bonus
- $10,000
- Other
- $591
- Deferred
- $22,875
- Nontaxable benefits
- $25,676
- Filer's total
- $404,299
-
Robert WarrenROBERT WARREN
ASC. PRVST CLNCL AFFAIRS/ASC. PROF
- Total calculated
- $386,933
- From this org
- $350,538
- From related orgs
- $0
- Other
- $36,395
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $349,862
- Bonus
- $0
- Other
- $676
- Deferred
- $22,875
- Nontaxable benefits
- $13,520
- Filer's total
- $386,933
-
Stephen FriedrichsenSTEPHEN FRIEDRICHSEN
DEAN COL OF DENTISTRY (THRU 08/2022)
- Total calculated
- $380,655
- From this org
- $351,744
- From related orgs
- $0
- Other
- $28,911
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $278,882
- Bonus
- $0
- Other
- $72,862
- Deferred
- $22,875
- Nontaxable benefits
- $6,036
- Filer's total
- $380,655
-
Philip NelsonPHILIP NELSON
DEAN VETERINARY MED (THRU 08/2022)
- Total calculated
- $341,860
- From this org
- $308,545
- From related orgs
- $0
- Other
- $33,315
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $304,811
- Bonus
- $0
- Other
- $3,734
- Deferred
- $22,875
- Nontaxable benefits
- $10,440
- Filer's total
- $341,860
-
Sunil PrabhuSUNIL PRABHU
DEAN PHARMACY
- Total calculated
- $331,251
- From this org
- $294,815
- From related orgs
- $0
- Other
- $36,436
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $293,559
- Bonus
- $0
- Other
- $1,256
- Deferred
- $22,773
- Nontaxable benefits
- $13,663
- Filer's total
- $331,251
-
Diane AbrahamDIANE ABRAHAM
SVP UNIV. ADVANCEMENT (THRU 09/2022)
- Total calculated
- $324,641
- From this org
- $294,215
- From related orgs
- $0
- Other
- $30,426
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $234,591
- Bonus
- $0
- Other
- $59,624
- Deferred
- $22,251
- Nontaxable benefits
- $8,175
- Filer's total
- $324,641
-
Joshua McFarlenJOSHUA MCFARLEN
CFO & TREASURER
- Total calculated
- $298,868
- From this org
- $269,646
- From related orgs
- $0
- Other
- $29,222
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $219,421
- Bonus
- $50,000
- Other
- $225
- Deferred
- $3,473
- Nontaxable benefits
- $25,749
- Filer's total
- $298,868
-
Bradley HensonBRADLEY HENSON
INTERIM SVP RESEARCH
- Total calculated
- $296,114
- From this org
- $265,256
- From related orgs
- $0
- Other
- $30,858
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $264,829
- Bonus
- $0
- Other
- $427
- Deferred
- $20,425
- Nontaxable benefits
- $10,433
- Filer's total
- $296,114
-
Elizabeth AndrewsELIZABETH ANDREWS
DEAN COL OF DENTISTRY (AS OF 08/2022)
- Total calculated
- $285,888
- From this org
- $255,898
- From related orgs
- $0
- Other
- $29,990
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $253,715
- Bonus
- $500
- Other
- $1,683
- Deferred
- $19,579
- Nontaxable benefits
- $10,411
- Filer's total
- $285,888
-
John TegzesJOHN TEGZES
INTERIM DEAN VET MED (AS OF 09/2022)
- Total calculated
- $278,485
- From this org
- $252,873
- From related orgs
- $0
- Other
- $25,612
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $251,182
- Bonus
- $0
- Other
- $1,691
- Deferred
- $19,117
- Nontaxable benefits
- $6,495
- Filer's total
- $278,485
-
Daniel RobinsonDANIEL ROBINSON
PROFESSOR (THRU 06/2022)
- Total calculated
- $181,670
- From this org
- $166,072
- From related orgs
- $0
- Other
- $15,598
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $121,250
- Bonus
- $0
- Other
- $44,822
- Deferred
- $12,342
- Nontaxable benefits
- $3,256
- Filer's total
- $181,670
-
Art AntinART ANTIN
MEMBER-AT-LARGE
- Total calculated
- $0
- Hours/week
- 1
-
Dan G Aldrich III PhDDAN G ALDRICH III PHD
MEMBER-AT-LARGE
- Total calculated
- $0
- Hours/week
- 1
-
Richard BondRICHARD BOND
MEMBER-AT-LARGE
- Total calculated
- $0
- Hours/week
- 1
-
The Hon Consuelo CallahanTHE HON CONSUELO CALLAHAN
MEMBER-AT-LARGE
- Total calculated
- $0
- Hours/week
- 1
-
Tony ChanTONY CHAN
MEMBER-AT-LARGE
- Total calculated
- $0
- Hours/week
- 1
-
Min Cui PhDMIN CUI PHD
MEMBER-AT-LARGE
- Total calculated
- $0
- Hours/week
- 1
-
Kelly G DayKELLY G DAY
MEMBER-AT-LARGE
- Total calculated
- $0
- Hours/week
- 1
-
John ForbingJOHN FORBING
MEMBER-AT-LARGE
- Total calculated
- $0
- Hours/week
- 1
-
James Lally DoJAMES LALLY DO
MEMBER-AT-LARGE
- Total calculated
- $0
- Hours/week
- 1
-
Michael A Okaty JD LlmMICHAEL A OKATY JD LLM
MEMBER-AT-LARGE
- Total calculated
- $0
- Hours/week
- 1
-
Nate OubreNATE OUBRE
MEMBER-AT-LARGE
- Total calculated
- $0
- Hours/week
- 1
-
Dianne Philibosian PhDDIANNE PHILIBOSIAN PHD
MEMBER-AT-LARGE
- Total calculated
- $0
- Hours/week
- 1
-
Rob Richardson DoROB RICHARDSON DO
MEMBER-AT-LARGE
- Total calculated
- $0
- Hours/week
- 1
-
Sean P StantonSEAN P STANTON
MEMBER-AT-LARGE
- Total calculated
- $0
- Hours/week
- 1
-
Elizabeth ZamoraELIZABETH ZAMORA
MEMBER-AT-LARGE
- Total calculated
- $0
- Hours/week
- 1
-
Jeffrey HeatheringtonJEFFREY HEATHERINGTON
SECRETARY(AS OF 8/2022)
- Total calculated
- $0
- Hours/week
- 1
-
Michael CowgillesqMICHAEL COWGILLESQ
MEMBER-AT-LARGE(AS OF 10/2022)
- Total calculated
- $0
- Hours/week
- 1
-
Catherine MaterCATHERINE MATER
MEMBER-AT-LARGE(AS OF 10/2022)
- Total calculated
- $0
- Hours/week
- 1
-
Heather McDanielHEATHER MCDANIEL
MEMBER-AT-LARGE(AS OF 10/2022)
- Total calculated
- $0
- Hours/week
- 1
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
- 2 · Substantiation required before reimbursing expenses
- 3 · Compensation committee
- 3 · Independent compensation consultant
- 3 · Form 990 of other organizations
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 4b · Supplemental nonqualified retirement plan
- 7 · Other non-fixed payments
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
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 4B
- THE PRESIDENT EMERTIUS, DANIEL WILSON RECEIVED A PAYMENT FROM A 457(F) DEFERRED COMPENSATION ARRANGEMENT. THIS AMOUNT IS INCLUDED IN SCHEDULE J, PART I, COLUMN (B)(III). AMOUNTS PREVIOUSLY DEFERRED UNDER THE PLAN ARE INCLUDED IN SCHEDULE J, PART I, COLUMN (F).
- PART I, LINE 7:
- THE PRESIDENT, ROBIN FARIAS-EISNER RECEIVED A BONUS AS PART OF HIS EMPLOYMENT CONTRACT. THE CFO & TREASURER, JOSHUA MCFARLEN, RECEIVED A BONUS FOR RETENTION AND PERFORMANCE INCENTIVES. OTHER LISTED INDIVIDUAL RECEIVED BONUSES BASED ON PERFORMANCE AND OTHER FACTORS. BONUSES WERE REVIEWED AND APPROVED BY THE BOARD OF TRUSTEES AND ARE REPORT IN SCHEDULE J, PART II, COLUMN B(II).
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.
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.
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
PARK HOSPITAL INC
C · INVESTMENTS · CA · 83.44% owned · share of income -$415 · share of assets $641,340 · controlled entity
Directly controlled by WESTERNU
-
COMP ENTERPRISES INC
C · INACTIVE · CA · 100% owned · controlled entity
Directly controlled by WESTERNU
-
WESTERNU MEDICAL GROUP LLC
C · CLINIC SERVICES · OR · controlled entity
Directly controlled by WESTERNU
-
CHARITABLE REMAINDER ANNUITIES (8)
T · PRSNL ESTATE · CA · controlled entity
Directly controlled by WESTERNU
-
CHARITABLE REMAINDER TRUSTS (5)
T · PRSNL ESTATE · CA · controlled entity
Directly controlled by WESTERNU
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 18 March 2024
- IRS schema version
- 2022v5.0
- Source object
- 202410789349300346
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