Form 990 for tax year 2023
Filed by WESTERN UNIVERSITY OF HEALTH SCIENCES.
Totals
- Total revenue
- $265,064,160
- Total expenses
- $247,011,721
- Contributions and grants received
- $29,133,154
- Grants paid
- $5,910,729
- Program service revenue
- $223,374,410
- Investment income
- $8,879,541
- Other revenue
- $3,677,055
- Total assets, end of year
- $573,884,675
- Total liabilities, end of year
- $260,160,797
- Net assets or fund balances, end of year
- $313,723,878
- Program services expenses (Part IX)
- $200,208,638
- Management and general expenses
- $43,734,750
- Fundraising expenses
- $3,068,333
- Program service expenses (Part III)
- $200,208,638
Program services were 81.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
DANIEL G ALDRICH III PHD
MEMBER-AT-LARGE
- Total calculated
- $0
- Hours/week
- 1
-
MARCIA AUGSBURGER
MEMBER-AT-LARGE (AS OF 11/2023)
- Total calculated
- $0
- Hours/week
- 1
-
RICHARD BOND
MEMBER-AT-LARGE
- Total calculated
- $0
- Hours/week
- 1
-
THE HON CONSUELO CALLAHAN
MEMBER-AT-LARGE
- Total calculated
- $0
- Hours/week
- 1
-
TONY CHAN
MEMBER-AT-LARGE
- Total calculated
- $0
- Hours/week
- 1
-
MICHAEL COWGILL ESQ
MEMBER-AT-LARGE
- Total calculated
- $0
- Hours/week
- 1
-
MIN CUI PHD
MEMBER-AT-LARGE
- Total calculated
- $0
- Hours/week
- 1
-
KELLY G DAY
MEMBER-AT-LARGE
- Total calculated
- $0
- Hours/week
- 1
-
JOHN FORBING
MEMBER-AT-LARGE
- Total calculated
- $0
- Hours/week
- 1
-
JEFFREY HEATHERINGTON
SECRETARY OF THE BOARD
- Total calculated
- $0
- Hours/week
- 1
-
JAMES LALLY DO
MEMBER-AT-LARGE (THRU 04/2024)
- Total calculated
- $0
- Hours/week
- 1
-
CATHERINE MATER
MEMBER-AT-LARGE
- Total calculated
- $0
- Hours/week
- 1
-
HEATHER MCDANIEL
MEMBER-AT-LARGE
- Total calculated
- $0
- Hours/week
- 1
-
MICHAEL A OKTAY JD LLM
MEMBER-AT-LARGE
- Total calculated
- $0
- Hours/week
- 1
-
NATHANIEL OUBRE
MEMBER-AT-LARGE
- Total calculated
- $0
- Hours/week
- 1
-
MARIA PALLAVICINI
MEMBER-AT-LARGE (AS OF 11/2023)
- Total calculated
- $0
- Hours/week
- 1
-
DIANNE PHILIBOSIAN PHD
MEMBER-AT-LARGE
- Total calculated
- $0
- Hours/week
- 1
-
ROBIN RICHARDSON DO
MEMBER-AT-LARGE
- Total calculated
- $0
- Hours/week
- 1
-
ROBIN FARIAS-EISNER
PRESIDENT
- Total calculated
- $1,379,000
- From this org
- $1,353,551
- From related orgs
- $0
- Other
- $25,449
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $1,300,000
- Bonus
- $0
- Other
- $53,551
- Deferred
- $24,750
- Nontaxable benefits
- $699
- Filer's total
- $1,379,000
-
JOSHUA MCFARLEN
CFO & TREASURER
- Total calculated
- $403,227
- From this org
- $370,184
- From related orgs
- $0
- Other
- $33,043
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $369,912
- Bonus
- $0
- Other
- $272
- Deferred
- $4,950
- Nontaxable benefits
- $28,093
- Filer's total
- $403,227
-
PAULA CRONE
PROVOST & CHIEF ACADEMIC OFFICER
- Total calculated
- $575,944
- From this org
- $530,414
- From related orgs
- $0
- Other
- $45,530
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $495,812
- Bonus
- $0
- Other
- $34,602
- Deferred
- $24,750
- Nontaxable benefits
- $20,780
- Filer's total
- $575,944
-
CLIVE HOUSTON-BROWN
COO (THRU 07/2023)
- Total calculated
- $551,380
- From this org
- $522,546
- From related orgs
- $0
- Other
- $28,834
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $226,043
- Bonus
- $0
- Other
- $296,503
- Deferred
- $23,112
- Nontaxable benefits
- $5,722
- Filer's total
- $551,380
-
DENISE CORNISH AS OF 072023
INTERIM SR. VP SHARED SERVICES
- Total calculated
- $328,337
- From this org
- $291,457
- From related orgs
- $0
- Other
- $36,880
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $291,091
- Bonus
- $0
- Other
- $366
- Deferred
- $22,639
- Nontaxable benefits
- $14,241
- Filer's total
- $328,337
-
DAVID CONNETT
ACTING DEAN COMP (THRU 06/2024)
- Total calculated
- $455,703
- From this org
- $419,143
- From related orgs
- $0
- Other
- $36,560
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $415,943
- Bonus
- $0
- Other
- $3,200
- Deferred
- $24,750
- Nontaxable benefits
- $11,810
- Filer's total
- $455,703
-
SUNIL PRABHU
DEAN COLLEGE OF PHARMACY
- Total calculated
- $338,626
- From this org
- $300,950
- From related orgs
- $0
- Other
- $37,676
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $299,866
- Bonus
- $0
- Other
- $1,084
- Deferred
- $23,284
- Nontaxable benefits
- $14,392
- Filer's total
- $338,626
-
ELIZABETH ANDREWS
DEAN COL OF DENTISTRY
- Total calculated
- $372,618
- From this org
- $336,325
- From related orgs
- $0
- Other
- $36,293
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $334,497
- Bonus
- $200
- Other
- $1,628
- Deferred
- $24,750
- Nontaxable benefits
- $11,543
- Filer's total
- $372,618
-
JOHN TEGZES
INTERIM DEAN VET MED
- Total calculated
- $350,643
- From this org
- $319,728
- From related orgs
- $0
- Other
- $30,915
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $317,749
- Bonus
- $0
- Other
- $1,979
- Deferred
- $24,085
- Nontaxable benefits
- $6,830
- Filer's total
- $350,643
-
BRADLEY HENSON THRU 072023
INTERIM SVP RESEARCH
- Total calculated
- $316,322
- From this org
- $283,528
- From related orgs
- $0
- Other
- $32,794
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $283,150
- Bonus
- $0
- Other
- $378
- Deferred
- $21,822
- Nontaxable benefits
- $10,972
- Filer's total
- $316,322
-
ELIZABETH ZAMORA
SR VP EXT. AFFAIRS (AS OF 07/2023)
- Total calculated
- $185,020
- From this org
- $172,666
- From related orgs
- $0
- Other
- $12,354
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $172,441
- Bonus
- $0
- Other
- $225
- Deferred
- $7,333
- Nontaxable benefits
- $5,021
- Filer's total
- $185,020
-
ROBERT WARREN
ASC. PRVST CLNCL AFFAIRS/ASC. PROF
- Total calculated
- $396,651
- From this org
- $357,653
- From related orgs
- $0
- Other
- $38,998
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $357,073
- Bonus
- $0
- Other
- $580
- Deferred
- $24,750
- Nontaxable benefits
- $14,248
- Filer's total
- $396,651
-
DANIEL WILSON
PROFESSOR
- Total calculated
- $452,255
- From this org
- $406,188
- From related orgs
- $0
- Other
- $46,067
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $395,368
- Bonus
- $0
- Other
- $10,820
- Deferred
- $24,750
- Nontaxable benefits
- $21,317
- Filer's total
- $452,255
-
DEVENDRA AGRAWAL
DIR. TRANSLATIONAL RESEARCH/PROF.
- Total calculated
- $488,719
- From this org
- $447,750
- From related orgs
- $0
- Other
- $40,969
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $374,936
- Bonus
- $67,623
- Other
- $5,191
- Deferred
- $24,750
- Nontaxable benefits
- $16,219
- Filer's total
- $488,719
-
STEPHANIE BOWLIN
SR VP SPECIAL PROJECTS/ ASSOC.PROF
- Total calculated
- $391,794
- From this org
- $359,944
- From related orgs
- $0
- Other
- $31,850
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $358,281
- Bonus
- $0
- Other
- $1,663
- Deferred
- $24,750
- Nontaxable benefits
- $7,100
- Filer's total
- $391,794
-
JEFFREY ELO
PROF/ADVANCED CLINICAL SERVICES
- Total calculated
- $403,129
- From this org
- $350,393
- From related orgs
- $0
- Other
- $52,736
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $350,015
- Bonus
- $0
- Other
- $378
- Deferred
- $24,750
- Nontaxable benefits
- $27,986
- Filer's total
- $403,129
-
DAVID BARON
PROFESSOR
- Total calculated
- $375,630
- From this org
- $330,519
- From related orgs
- $0
- Other
- $45,111
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $325,278
- Bonus
- $0
- Other
- $5,241
- Deferred
- $24,750
- Nontaxable benefits
- $20,361
- Filer's total
- $375,630
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 · 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 · Form 990 of other organizations
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 4a · Severance or change-of-control payment
- 7 · Other non-fixed payments
Answered no
- 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
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 1A:
- HOUSING ALLOWANCE: A BOARD APPROVED HOUSING ALLOWANCE WAS PAID AS A TAXABLE BENEFIT TO THE PRESIDENT, WHICH IS INCLUDED IN COMPENSATION REPORTED ON SCHEDULE J, PART II, COLUMN (B)(III). IN ADDITION, A HOUSING ALLOWANCE WAS PROVIDED TO THE PROVOST AS A TAXABLE BENEFIT AND IS ALSO INCLUDED IN COMPENSATION REPORTED ON SCHEDULE J, PART II, COLUMN (B)(III).
- PART I, LINE 4A:
- SEVERANCE PAYMENT: AN INDIVIDUAL LISTED ON SCHEDULE J, PART II RECEIVED A SEVERANCE PAYMENT WHICH IS REPORTED ON SCHEDULE J, PART II, COLUMN B(III).
- PART I, LINE 7:
- INDIVIDUALS RECEIVED BONUSES BASED ON PERFORMANCE AND OTHER FACTORS AND ARE REPORTED 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.
Disregarded entities
Part I: entities that legally are the filer and file no return of their own.
-
WESTERNU OREGON PROPERTY LLC
REAL ESTATE HOLDING · CA · income $0 · assets $0
Directly controlled by WESTERN UNIVERSITY OF HEALTH SCIENCES
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
C · INVESTMENTS · CA · 83.44% owned · share of income $2,900 · share of assets $644,240 · controlled entity
Directly controlled by WESTERNU
-
C · INACTIVE · CA · 100% owned · controlled entity
Directly controlled by WESTERNU
-
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
- 2023
- Filed
- 18 April 2025
- IRS schema version
- 2023v6.0
- Source object
- 202531089349301903
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.