2025-05-15T10:10:32-05:00 2024-06-30 910189318 MOSS ADAMS LLP 101 SECOND STREET SUITE 900 SAN FRANCISCO CA 94105 990 2023-07-01 942382546 LIFE CHIROPRACTIC COLLEGE WEST LIFE 5107804501 25001 INDUSTRIAL BLVD HAYWARD CA 94545 MARIA PERRY CHIEF FINANCIAL OFFICER 5107804501 2025-05-15 1 0 QI WEN LIANG P01270238 4159561500 2025-05-14 2023 2025-03-06 01:10:19Z RON OBERSTEIN DC 25001 INDUSTRIAL BLVD HAYWARD CA 94545 47017056 0 X WWW.LIFEWEST.EDU X 1976 CA EDUCATION OF CHIROPRACTIC STUDENTS. 6 5 354 7 296796 127463 639465 806732 20983474 22644543 31309736 441123 -279450 378777 52653225 24271175 401012 438507 0 0 15147969 15877685 0 0 903265 8937726 9905919 24486707 26222111 28166518 -1950936 51700477 71271335 8548115 28434179 43152362 42837156 X TO ADVANCE CHIROPRACTIC THROUGH PERSONALIZED LEARNING, TECHNIQUE AND PEDAGOGIC EXCELLENCE, PHILOSOPHICAL INQUIRY, ENTREPRENEURIAL SPIRIT AND COMPASSIONATE SERVICE. TO LEAD CHIROPRACTIC EDUCATION WITH CULTURAL AUTHORITY IN THE PROFESSION, DELIVERING THE DOCTOR OF CHIROPRACTIC PROGRAM ALONG WITH COMPLEMENTARY MASTER'S AND DOCTORATE PROGRAMS. TO TRANSFORM HUMANITY BY OUR SERVICE WHILE REMAINING GROUNDED IN THE TRADITIONAL PHILOSOPHY AND PRINCIPLES OF CHIROPRACTIC. TO CULTIVATE A COLLEGE ENVIRONMENT OF INNOVATION, COLLABORATION, SCHOLARSHIP AND RESEARCH, AND A COMMITMENT TO GIVE, DO, LOVE AND SERVE FROM A PLACE OF ABUNDANCE. 0 0 23339154 438507 22644543 THE COLLEGE OFFERS COURSES FOR AN AVERAGE OF 600 STUDENTS EACH QUARTER, WHICH LEADS TO A DOCTORATE OF CHIROPRACTIC AND CANDIDACY DEGREE FOR UNDERGOING STATE LICENSURE TESTING. 23339154 1 1 0 0 0 0 0 1 0 0 1 0 0 0 0 1 1 0 1 0 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 49 0 1 354 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 6 5 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X MARIA PERRY 5107804500 25001 INDUSTRIAL BLVD HAYWARD CA 94545 NIRAJ PATEL DC REGENT 1.50 X 4200 0 0 AMIT JIMMY NANDA DC CHAIR 1.50 X X 4200 0 0 STEVEN SILK DC REGENT 1.50 X 4200 0 0 SCOTT TURNER CPA REGENT 1.50 X 0 0 0 CAMERON HASTINGS DC 1.50 X 37500 0 0 EDWARD SORDILLO DC 1.50 X 0 0 0 ANGEL OCHOA - REA DC ( THRU 4/24 ) 1.50 X 3300 0 0 RON OBERSTEIN PRESIDENT 40.00 X 428652 0 86482 SCOTT DONALDSON PROVOST/VP OF HEALTH CENTER 40.00 X 234797 0 37074 MARILYN AL-HASSAN CHIEF STRATEGY OFFICER 40.00 X 181399 0 30687 ADRIAAN FERRIS ASSOCIATE VICE PRESIDENT 40.00 X 163374 0 32877 MARIA PERRY CHIEF FINANCIAL OFFICER 40.00 X 159403 0 28198 PETER KEVORKIAN VP INSTITUTIONAL ADVANC. (START 1/24) 40.00 X 0 0 0 JAMIE MOTLEY MSDI PROGRAM DIRECTOR 40.00 X 141857 0 20809 ADAM THOMPSON DEAN OF ACADEMIC FACULTY 40.00 X 143161 0 5303 DANIEL CARDENAS EXECUTIVE DIRECTOR OF ADMISSIONS (THRU 5/24) 40.00 X 135510 0 26595 PRISCILLA SIERSEMA EXECUTIVE DIRECT OF HR & CAMPUS CULTURE (THRU 1/24) 40.00 X 149649 0 4557 KIM TAYLOR DIRECTOR OF ADVANCEMENT SERVICES (THRU 12/23) 40.00 X 146283 0 9193 1937485 0 281775 44 0 1 0 VARSITY TECHNOLOGY 1390 MARKET STREET SUITE 908 SAN FRANCISCO CA 94102 IT SERVICES 382967 ARTHUR J GALLAGHER RISK MANAGEMENT SERV P O BOX 95658 CHICAGO IL 60694 MARKETING AND CONSULTING SERVICES 353100 ENVIRO CLEAN MAINTENACE SOLUTIONS 3265 WHIPPLE ROAD UNION CITY CA 94587 JANITORIAL SERVICES 213654 ROTH STAFFING COMPANIES LP 450 N STATE COLLEGE BLVD ORANGE COUNTY CA 92868 TEMPORY WORKER AGENCY 131319 JOEL H SIEGAL ESQ 436 14TH STREET SUITE 1106 OAKLAND CA 94612 LEGAL SERVICES 120452 5 305508 501224 106331 806732 TUITION AND FEES 611710 21591297 21591297 EDUCATIONAL CLINIC 611710 498760 498760 CONTINUING EDUCATION 611710 357490 357490 WAVE CONFERENCE REVENUE 611710 179725 179725 OTHER PROGRAM REVENUE 611710 17271 17271 22644543 167829 167829 628796 332000 296796 296796 296796 22612171 22338877 273294 273294 273294 156985 75004 81981 81981 24271175 22644543 296796 523104 438507 438507 1722859 1286533 329297 107029 11517131 10400596 808738 307797 186386 175049 6720 4617 1487919 1343031 62672 82216 963390 860769 71218 31403 264262 235920 21150 7192 73888 73888 929308 859965 56375 12968 356962 338556 12605 5801 614050 528251 82017 3782 1161919 1034969 68678 58272 4059245 3659183 276094 123968 524280 499120 13583 11577 589239 452738 24829 111672 696156 620275 52072 23809 246946 218019 17765 11162 STUDENT ACTIVITIES 286993 286993 MISC ATHLETICS COSTS 72472 72472 SPECIAL PROJECTS 19912 17921 1991 10287 10287 26222111 23339154 1979692 903265 419147 859190 1444607 20585707 436088 445415 269771 324630 129236 208671 375510 417549 32317297 8852067 3124847 23465230 39347161 20120720 6154110 4844223 51700477 71271335 1198511 1708493 1038450 1309869 0 20032263 6311154 5383554 8548115 28434179 X 42768535 42314579 383827 522577 43152362 42837156 51700477 71271335 -1950936 1635730 0 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 32000 X 0 285798 20565 265233 8203665 6257519 1946146 23827834 2573983 21253851 23465230 OTHER RECEIVABLES 43654 ROU ASSET 4800569 4844223 REVOCABLE TRANSFER OF ASSETS 250000 LEASE LIABILITY 5133554 5383554 X 26313909 1635730 1635730 24678179 -407004 -407004 24271175 26629115 0 26629115 -407004 -407004 26222111 PART III, LINE 4: THE MUSEUM'S PURPOSE IS TO DOCUMENT THE HISTORY OF THE CHIROPRACTIC PROFESSION AS WELL AS OUR COLLEGE. WE DO NOT CHARGE FOR ANY ADMISSION OR VIEWING OF THE MUSEUM, RATHER IT IS AVAILABLE TO ANYONE AT NO CHARGE. BY DOCUMENTING THE HISTORY OF THE COLLEGE AND PROFESSION FROM THE BEGINNING, IT SUPPORTS THE COLLEGE'S MISSION TO TRANSFORM HUMANITY BY OUR SERVICE WHILE REMAINING GROUNDED IN THE TRADITIONAL PHILOSOPHY AND PRINCIPLES OF CHIROPRACTIC. PART X, LINE 2: THE COLLEGE HAS RECEIVED TAX-EXEMPT STATUS UNDER THE INTERNAL REVENUE CODE SECTION 501(C)(3) AND UNDER CALIFORNIA REVENUE CODE SECTION 23701(D). THE COLLEGE IS RELYING ON ITS TAX-EXEMPT STATUS AND ITS BUSINESS TAXABLE INCOME ("UBTI") ON INCOME FLOWING THROUGH FROM ITS INVESTMENTS IN JOINT VENTURE. THE COLLEGE EVALUATES ITS INCOME TAX POSITION EACH FISCAL YEAR TO DETERMINE WHETHER THE COLLEGE'S TAX POSITION IS MORE LIKELY THAN NOT BE SUSTAINED IF EXAMINED BY THE APPLICABLE TAXING AUTHORITY. THE EVALUATION HAD NO MATERIAL IMPACT ON THE COLLEGE'S FINANCIAL STATEMENTS. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD -75,004. RENTAL EXPENSES -332,000. PART XII, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD -75,004. RENTAL EXPENSES -332,000. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE COLLEGE PUBLISHES STATEMENTS THAT THE COLLEGE DOES NOT DISCRIMINATE IN THE ADMISSIONS PROCESS IN THE COLLEGE CATALOG, ADMISSIONS BROCHURES, AND APPLICATION FORMS. THE COLLEGE PUBLICIZES THE RACIALLY NONDISCRIMINATORY POLICY ON ITS WEBSITE. SCHEDULE E, PART I, LINE 6 THE ORGANIZATION ACTS AS A PASS-THROUGH AGENT FOR STUDENT FINANCIAL ASSISTANCE RECEIVED FROM THE U.S. DEPARTMENT OF EDUCATION UNDER THE FEDERAL DIRECT STUDENT LOANS PROGRAM AND THE FEDERAL WORK STUDY PROGRAM. NORTH AMERICA 0 0 CONSULTING SERVICES 75000 0 0 0 0 0 0 75000 0 75000 0 0 0 0 0 0 1 DR CARL DIETER SCHOLARSHIP 4 2000 ENROLLMENT SCHOLARSHIP 29 26525 EXCELLENCE AWARD 11 11000 JEDI TUITION SCHOLARSHIP 17 111315 LCCW COMMITMENT EXCELLENCE 15 19000 LCCW SCHOLARS AWARD 7 7000 LIFE ASSISTANCE SCHOLARSHIP 35 19830 OUTSIDE SCHOLARSHIPS 7 36400 PRESIDENT 2 TUITION SCHOLARSHIP 4 43028 PRESIDENTIAL TUITION SCHOLARSHIP 3 37979 SACRED TRUST SCHOLARSHIP 52 122000 YELLOW RIBBON MATCH 3 2430 PART I, LINE 2: GRANTS ARE PROVIDED SOLELY TO INDIVIDUALS CURRENTLY ENROLLED IN LIFE CHIROPRACTIC COLLEGE WEST PROGRAMS FOR USE FOR TUITION, BOOKS, AND STANDARD COST OF LIVING EXPENSES. X 1 1 X X 1 0 0 0 0 0 0 0 0 RON OBERSTEIN PRESIDENT 428652 0 0 0 0 0 9900 0 76582 0 515134 0 0 0 SCOTT DONALDSON PROVOST/VP OF HEALTH CENTER 234797 0 0 0 0 0 7152 0 29922 0 271871 0 0 0 MARILYN AL-HASSAN CHIEF STRATEGY OFFICER 181399 0 0 0 0 0 5494 0 25193 0 212086 0 0 0 ADRIAAN FERRIS ASSOCIATE VICE PRESIDENT 163374 0 0 0 0 0 1911 0 30966 0 196251 0 0 0 MARIA PERRY CHIEF FINANCIAL OFFICER 159403 0 0 0 0 0 0 0 28198 0 187601 0 0 0 JAMIE MOTLEY MSDI PROGRAM DIRECTOR 141857 0 0 0 0 0 3445 0 17364 0 162666 0 0 0 DANIEL CARDENAS EXECUTIVE DIRECTOR OF ADMISSIONS (THRU 5/24) 135510 0 0 0 0 0 4480 0 22115 0 162105 0 0 0 KIM TAYLOR DIRECTOR OF ADVANCEMENT SERVICES (THRU 12/23) 135033 0 0 0 11250 0 0 0 9193 0 155476 0 0 0 PRISCILLA SIERSEMA EXECUTIVE DIRECT OF HR & CAMPUS CULTURE (THRU 1/24) 149649 0 0 0 0 0 3101 0 1456 0 154206 0 0 0 PART I, LINE 1A THE PRESIDENT, CHIEF STRATEGY OFFICER AND CHIEF FINANCIAL OFFICER ARE PROVIDED A NONTAXABLE HOUSING BENEFIT. PART I, LINE 4A DURING FY24 KIM TAYLOR RECEIVED A SEVERANCE PAYMENT OF $11,250. X MATERIALS, SUPPLIES, AND EQUIPMENT 16 106331 FMV 0 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT TAX ACCOUNTANT AND FIRST REVIEWED BY THE CHIEF FINANCIAL OFFICER; ADJUSTMENTS ARE MADE AS NECESSARY. THE FORM 990 AND THEN FORWARDED TO THE FINANCE COMMITTEE OF THE BOARD FOR REVIEW AND PROVIDED TO ALL MEMBERS OF THE BOARD PRIOR TO FILING WITH INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A WRITTEN CONFLICT OF INTEREST POLICY WHICH COVERS ALL BOARD MEMBERS, OFFICERS, AND KEY EMPLOYEES. THE POLICY CALLS FOR THESE INDIVIDUALS TO DISCLOSE ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST TO THE BOARD OF REGENTS. AFTER DISCLOSURE OF THE INTEREST AND ALL MATERIAL FACTS, AND ANSWERING ANY QUESTIONS FROM BOARD MEMBERS, AND AFTER ANY DISCUSSION WITH THE BOARD, HE/SHE WILL LEAVE THE BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF WHETHER A CONFLICT OF INTEREST EXISTS IS DISCUSSED AND VOTED UPON. SHOULD A CONFLICT OF INTEREST BE IDENTIFIED BY THE BOARD, THE CHAIR APPOINTS A DISINTERESTED PERSON TO INVESTIGATE THE PROPOSED TRANSACTION OR ARRANGEMENT. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY POSSIBLE UNDER CIRCUMSTANCES NOT PRODUCING A CONFLICT OF INTEREST, THE BOARD DETERMINES BY A MAJORITY VOTE OF DISINTERESTED REGENTS WHETHER THE TRANSACTIONS IS IN THE ORGANIZATION'S BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER THE TRANSACTION IS FAIR AND REASONABLE. FORM 990, PART VI, SECTION B, LINE 15 THE ASSOCIATION OF CHIROPRACTIC COLLEGES PERFORMS AN ANNUAL SURVEY OF EXECUTIVES, FACULTY AND STAFF OF ALL COLLEGES AND PROVIDES FEEDBACK TO THE COLLEGE. THESE SURVEYS ARE USED TO SET ALL LEVELS OF COMPENSATION BY THE COLLEGE. THE BOARD OF REGENTS SETS THE COMPENSATION FOR THE PRESIDENT ONLY. THE PRESIDENT SETS THE COMPENSATION FOR THE SENIOR OFFICERS AND EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. 2149 W DUNLAP LLC 2149 W DUNLAP AVE PHOENIX AZ 85021 991945491 HOLDING COMPANY WY 628000 20872142 LIFE CHIROPRACTIC COLLEGE WEST