2024-05-14T13:37:16-05:00 2023-06-30 FORVIS LLP 211 N BROADWAY SUITE 600 ST LOUIS MO 631022733 990 2022-07-01 430652675 UNIVERSITY OF HEALTH SCIENCES AND PHARMACY IN ST LOUIS % KAYLA REYNOLDS UNIV 3143678700 1 PHARMACY PLACE SAINT LOUIS MO 63110 KAYLA REYNOLDS INTERIM CFO / VP FIN 3143678700 2024-05-15 true JOHN PIEPER 999009999 KRISTEN M HANKINS P01256574 3142315544 2024-05-15 3 2022 2023-04-26 12:10:37Z BRIAN SEIZ 1 PHARMACY PLACE SAINT LOUIS MO 63110 97075518 false X WWW.UHSP.EDU X 1864 MO PRIVATE NOT-FOR-PROFIT INSTITUTION OF HIGHER LEARNING AND RESEARCH. 20 20 675 20 424777 120404 7257628 5763593 36848549 33417518 14420786 3797453 1263082 1758598 59790045 44737162 8378292 7330613 0 0 24423891 28059890 0 0 742263 25917605 27114380 58719788 62504883 1070257 -17767721 280610372 268418150 120605783 117392601 160004589 151025549 THE UNIVERSITY'S MISSION IS TO EDUCATE AND ADVANCE COMMUNITIES OF DISCOVERY TO FOSTER A HEALTHIER SOCIETY. false false 46695304 7178341 28287829 STUDENT EDUCATION - PROVIDE CURRICULUM THAT COMBINES A LIBERAL ARTS AND SCIENCES FOUNDATION WITH PATHWAYS TO HEALTH SCIENCE RELATED MASTER PROGRAMS OR A PROFESSIONAL PROGRAM LEADING TO A DOCTOR OF PHARMACY (PHARM D). NUMBER OF PERSONS ENROLLED AS OF FALL 2022 = 695 7458866 152272 5129689 STUDENT HOUSING AND PARKING - PROVIDE ROOM AND BOARD FOR STUDENTS OF THE UNIVERSITY. NUMBER OF PERSONS HOUSED ON CAMPUS AS OF FALL 2022 WAS 311. ALSO INCLUDES THE MANAGEMENT OF 919 UNIVERSITY CONTROLLED PARKING SPACES. 54154170 true true false false false false false true false true true true false false true true true false true false true false false false false false false false true true true false false false false false false false false false false false false false false false true true true false false true 1036 0 true 675 true true true true CJ UK false false false true true false false false false false false X 20 20 false false false false false false false true true false false true true true true true true true false true true X KAYLA REYNOLDS 3144468373 1 PHARMACY PLACE SAINT LOUIS MO 63110 X DAVID D ALLEN PRESIDENT 40.0 0.0 X 515656 0 33799 GIOVANNI PAULETTI DEAN, GRADUATE STUDIES 40.0 0.0 X 252034 0 15860 BRENDA GLEASON INTERIM CHIEF ACADEMIC OFFICER 40.0 0.0 X 231370 0 16276 LISA VANSICKLE CFO 40.0 0.0 X 209238 0 10313 KENNETH FLEISCHMANN GENERAL COUNSEL 40.0 0.0 X 197748 0 11109 TRICIA BERRY ASSISTANT DEAN OF PHARMACY 40.0 0.0 X 175694 0 21208 ISAAC BUTLER VICE PRESIDENT, CAMPUS LIFE 40.0 0.0 X 181592 0 15237 EHREN BUCHOLTZ INTERIM DEAN, ARTS & SCIENCES 40.0 0.0 X 155644 0 20791 KIMBERLY KILGORE FORMER OFFICER 37.5 0.0 X 142319 0 10128 TERRI WARHOLAK DEAN OF PHARMACY 40.0 0.0 X 126149 0 4583 JOANNE LEVY IMMEDIATE PAST CHAIR 1.0 0.0 X X 0 0 0 NEAL SAMPLE BOARD CHAIR 1.0 0.0 X X 0 0 0 DARRYL MUNDEN SENIOR VICE CHAIR 1.0 0.0 X X 0 0 0 AL LI TRUSTEE 1.0 0.0 X 0 0 0 JOEL HENNENFENT SECRETARY 1.0 0.0 X X 0 0 0 WILLIAM L BAILEY VICE CHAIR 1.0 0.0 X X 0 0 0 JERRY CALLAHAN TRUSTEE 1.0 0.0 X 0 0 0 SANDRA VAN TREASE TRUSTEE 1.0 0.0 X 0 0 0 YEMI AKANDE-BARTSCH TRUSTEE 1.0 0.0 X 0 0 0 ADRIAN BRACY TRUSTEE 1.0 0.0 X 0 0 0 DANIEL KISTNER TRUSTEE 1.0 0.0 X 0 0 0 LAURA BUTKIEVICH TRUSTEE 1.0 0.0 X 0 0 0 KENDRA HOLMES TRUSTEE 1.0 0.0 X 0 0 0 TOM HUNT TRUSTEE 1.0 0.0 X 0 0 0 DON LOHMAN TRUSTEE 1.0 0.0 X 0 0 0 LOIS MARGARET NORA TRUSTEE 1.0 0.0 X 0 0 0 JANE PRUEMER TRUSTEE 1.0 0.0 X 0 0 0 BERNARD SHORE TRUSTEE 1.0 0.0 X 0 0 0 JACKIE TISCHLER TRUSTEE 1.0 0.0 X 0 0 0 BRIAN SEIZ TREASURER 1.0 0.0 X X 0 0 0 2187444 0 159304 66 true true false PEDESTAL FOODS 2967 SIDCO DR NASHVILLE TN 37204 FOOD SERVICES 1414836 4M BUILDING SOLUTIONS PO BOX 870784 KANSAS CITY MO 64187 CLEANING SERVICES 568647 ICON MECHANICAL 1616 CLEVELAND BLVD GRANITE CITY IL 62040 CONTRACTOR 322649 TRUE MEDIA 7733 FORSYTH BLVD SUITE 1500 CLAYTON MO 63105 MARKETING 276997 DOVETAIL 2315 LOCUST ST SAINT LOUIS MO 63103 MARKETING 242500 13 4918061 845532 5763593 TUITION & HOUSING 611600 33417518 33417518 33417518 2022092 133933 1888159 0 0 0 0 0 54113717 52338356 1775361 1775361 1775361 0 0 0 0 0 0 0 0 0 GAIN ON DEBT DEFEASANCE & REFUNDING 900099 1104602 1104602 MISCELLANEOUS REVENUE 900099 653996 290844 363152 1758598 44737162 33417518 424777 5131274 0 7330613 7330613 0 0 1000810 279310 721500 0 22218887 19326175 2472634 420078 521907 378697 132339 10871 2754520 2138342 534268 81910 1563766 1262019 265721 36026 0 81995 81995 150660 150660 0 0 836911 836911 3836040 3351844 484196 1002192 570155 432037 1138496 1028293 62084 48119 1586256 1540702 45554 0 1749968 1700076 49892 371397 371397 0 384551 281944 84259 18348 5472895 5290569 182326 0 5243165 5023695 219470 765822 547864 217958 FOOD COSTS 1356326 1356326 SPECIAL EVENTS 649781 225885 320830 103066 DUES, BOOKS, AND SUBSCRIPTIONS 422393 361978 55196 5219 OTHER EXPENSES 2065532 1788286 258620 18626 62504883 54154170 7608450 742263 3252367 2764299 6917849 4471503 327628 202499 3676317 3311423 0 0 0 0 0 0 0 0 651922 765542 189393677 65269799 127932846 124123878 81701910 72228713 45033058 49246735 4639326 4592532 0 0 6477149 6711026 280610372 268418150 4148995 5774140 0 0 3755796 2379215 106426825 103008450 0 0 0 0 4706507 4564909 0 0 1567660 1665887 120605783 117392601 X 133784865 123036293 26219724 27989256 160004589 151025549 280610372 268418150 X -17767721 8478287 310394 X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 63775 X X X false 132512990 245971 11438829 19655732 124542058 156212741 387331 -14670432 9416650 132512990 133519625 237068 32482547 10026499 156212741 139382303 175978 1189791 7228447 133519625 138957901 481718 7169350 7226666 139382303 0.82720 0.07860 0.09420 false false 2622399 2622399 160611665 45885714 114725951 3584751 3009335 575416 21966811 16374750 5592061 608051 608051 124123878 ALTERNATE STRATEGIES 47146370 F REAL ESTATE 2100365 F 49246735 0 OPERATING LEASE LIABILITY 658466 DEFERRED COMPENSATION 397547 ASSETS HELD FOR OTHERS 527039 ANNUITIES PAYABLE 82835 1665887 X 46337620 8478287 310394 8788681 37548939 836911 6351312 7188223 44737162 55316660 55316660 836911 6351312 7188223 62504883 SCHEDULE D, PART X, LINE 2 THE UNIVERSITY IS EXEMPT FROM INCOME TAXES UNDER SECTION 501 OF THE INTERNAL REVENUE CODE AND A SIMILAR PROVISION OF STATE LAW. HOWEVER, THE UNIVERSITY IS SUBJECT TO FEDERAL INCOME TAX ON ANY UNRELATED BUSINESS TAXABLE INCOME. THE UNIVERSITY FILES INCOME TAX RETURNS IN THE U.S. FEDERAL JURISDICTION AND THE STATE OF MISSOURI. THE UNIVERSITY BELIEVES IT HAS TAKEN NO SIGNIFICANT UNCERTAIN TAX POSITIONS. GENERALLY, THE UNIVERSITY IS NO LONGER SUBJECT TO U.S. FEDERAL AND STATE INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2019. SCHEDULE D, PART III, LINE 4 THE MORTAR AND PESTLE COLLECTIONS WERE DISPLAYED IN THE LIBRARY AND ADVANCEMENT OFFICES. THE ITEMS PRESERVE THE HISTORY OF THE PHARMACY PROFESSION FOR FUTURE GENERATIONS. SCHEDULE D, PART V, LINE 4 TO SUPPORT THE MISSION OF THE UNIVERSITY OF HEALTH SCIENCES AND PHARMACY IN ST. LOUIS SCHEDULE D, PART XI, LINE 2D OTHER ADJUSTMENTS: CHANGE IN CASH SURRENDER VALUE $4,158 NET CHANGE - UNIVERSITY CONTRIBUTION TO FEDERAL LOAN PROGRAM -$25,110 CHANGE IN SPLIT INTEREST AGREEMENTS -$37,327 CHANGE IN INTEREST IN PERPETUAL TRUSTS $368,673 ------------ TOTAL $310,394 SCHEDULE D, PART XI, LINE 4B OTHER ADJUSTMENTS: TUITION DISCOUNTS AND SCHOLARSHIPS $6,351,312 SCHEDULE D, PART XII, LINE 4B OTHER ADJUSTMENTS: TUITION DISCOUNTS AND SCHOLARSHIPS $6,351,312 true true true true true true true false false false false false false false false true false true SCHEDULE E, PART I, LINE 3 THE UNIVERSITY POLICY OF RACIAL NON DISCRIMINATION IS PUBLISHED IN ALL ADMISSIONS CATALOGS AND MATERIALS. IT IS ALSO MADE AVAILABLE TO ALL PROSPECTIVE STUDENTS ON THE UNIVERSITY WEBSITE. SCHEDULE E, PART I, LINE 6A THE UNIVERSITY RECEIVES FINANCIAL AID OR ASSISTANCE FROM THE DEPARTMENT OF EDUCATION HIGHER EDUCATION PROGRAMS. EUROPE (INCLUDING ICELAND AND GREENLAND) 0 0 PASSIVE INVESTMENTS 169302 CENTRAL AMERICA AND THE CARIBBEAN 0 0 PASSIVE INVESTMENTS 18690952 CENTRAL AMERICA AND THE CARIBBEAN 0 0 PASSIVE INVESTMENTS 264392 0 0 0 0 19124646 19124646 true false true true true false SCHEDULE F, PART 1, LINE 3 (3) AMOUNT ON PART 1, LINE 3 (3) IS INVESTMENT FEES THAT ARE REPORTED ON ACCRUAL BASIS. true UNDERGRADUATE AWARDS 153 1875076 GRADUATE AWARDS 212 892090 UNIVERSITY CONTRIBUTION - SEOG 98 56329 UNIVERSITY CONTRIBUTION - WS 239 94001 NEED BASED GRANTS 37 176261 ATHLETIC SCHOLARSHIP 195 2884490 PRESIDENT'S SPECIAL MERIT AWARD 16 277166 TUITION/ROOM/BOARD REMISSION 14 255530 UNIVERSITY SPONSORED SCHOLARSHIPS - MISC. 200 594356 SEOG 98 225314 SCHEDULE I, PART I, LINE 2 THE STUDENT GRANTS AND AWARDS ARE FINANCIAL AID FUNDS WHICH THE FINANCIAL AID OFFICE HAS DETERMINED EACH STUDENT WAS ELIGIBLE TO RECEIVE. THE BUSINESS OFFICE REVIEWS THEIR LIST, PRIOR TO ENTERING THE AWARDS DIRECTLY TO EACH STUDENT'S TUITION ACCOUNT, AS PAYMENT. FINANCIAL AID OFFICE IS PROVIDED MONTHLY REPORTS AS THESE AWARDS ARE EXPENSED OUT OF THE FINANCIAL AID BUDGET. STUDENTS ARE AWARE OF THESE AWARDS THROUGH VARIOUS PUBLICATIONS. STUDENTS HAVE DIRECT ACCESS TO ALL DETAILS OF THEIR TUITION ACCOUNT. X X true true X X X X false false false false false false false true false DAVID D ALLEN PRESIDENT 453140 0 52000 0 10516 0 26600 0 7199 0 549455 0 EHREN BUCHOLTZ INTERIM DEAN, ARTS & SCIENCES 155126 0 0 0 518 0 3304 0 17487 0 176435 0 LISA VANSICKLE CFO 208149 0 0 0 1089 0 4290 0 6023 0 219551 0 GIOVANNI PAULETTI DEAN, GRADUATE STUDIES 240066 0 10185 0 1783 0 4305 0 11555 0 267894 0 BRENDA GLEASON INTERIM CHIEF ACADEMIC OFFICER 230793 0 0 0 577 0 4728 0 11548 0 247646 0 KENNETH FLEISCHMANN GENERAL COUNSEL 196289 0 0 0 1459 0 4000 0 7109 0 208857 0 ISAAC BUTLER VICE PRESIDENT, CAMPUS LIFE 181204 0 0 0 388 0 3734 0 11503 0 196829 0 TRICIA BERRY ASSISTANT DEAN OF PHARMACY 175096 0 0 0 598 0 3703 0 17505 0 196902 0 KIMBERLY KILGORE FORMER OFFICER 141567 0 0 0 752 0 2895 0 7233 0 152447 0 SCHEDULE J, PART I, LINE 1A DR. DAVID D. ALLEN RECEIVED TAX GROSS UP PAYMENTS WHICH WAS INCLUDED AS TAXABLE COMPENSATION. GIOVANNI PAULETTI RECEIVED DISCRETIONARY SPENDING ACCOUNTS PER HIS EMPLOYMENT CONTRACT WHICH WAS NOT TREATED AS TAXABLE COMPENSATION. SCHEDULE J, PART I, LINE 7 OUR FACULTY RESEARCH INCENTIVE PROGRAM REWARDS FACULTY FOR SUSTAINED EXTERNALLY FUNDED PRODUCTIVITY AND SCHOLARLY ACTIVITIES. ANY RESEARCHERS THAT HIT CERTAIN THRESHOLDS ARE ENTITLED TO A BONUS OR DISCRETIONARY FUNDS BASED ON A PRE-DETERMINED CALCULATION. BONUSES ARE APPROVED BY THE CFO, HR AND PRESIDENT. A SEE PART VI 431178966 000000000 2014-11-14 12090000 SEE PART VI false false false B SEE PART VI 431178966 60636AMH3 2015-09-30 41871192 SEE PART VI false false false C SEE PART VI 431178966 60636AWD1 2023-02-01 57547844 SEE PART VI false false false A 0 0 12090000 0 0 0 207514 0 0 0 11882486 0 2003 true false true true B 6740000 0 41890507 0 1477660 0 578524 0 0 39834324 0 0 2018 false false true true C 0 0 57547844 0 0 0 522734 0 0 0 57025110 0 2015 true false true true A false false true true true true 0.00000 0.00000 0.00000 false false false true B false false false true true 0.00000 0.00000 0.00000 false false false true C false false false true true 0.00000 0.00000 0.00000 false false false true A false false true true false false 0 false 0 false true B false false false false false false 0 false 0 false true C false false true true false false 0 false 0 false true A true B true C true PART I: LINE A, COLUMN (A), LINE B, COLUMN(A), AND LINE C, COLUMN(A): HEALTH AND EDUCATIONAL FACILITIES AUTHORITY OF THE STATE OF MISSOURI PART I, LINE A, COLUMN (F) Proceeds of the Series 2014 Bonds were used to current refund the Series 2006 Bonds issued 02/24/2006. PART I, LINE B, COLUMN (F) Proceeds of the Series 2015 Bonds were used for the construction of a new seven-story building on the campus of the University. PART I, LINE C, COLUMN (F) Proceeds of the Series 2023A Bonds were used to current refund the Series 2013 Bonds issued on 11/15/2013. PART III, COLUMN A Proceeds of the Series 2014 Bonds were used to refund Series 2006 Bonds. Proceeds of the Series 2006 Bonds were used to refund Series 2001 Bonds, which financed new money projects and were issued prior to 01/01/2003. Accordingly, in Part III, Column B, the University is not required to report on the projects refinanced by the Series 2014 Bonds. PART IV, LINE 2(B), COLUMN A AND COLUMN C Bond proceeds were allocated within 6-months of issue date to redeem prior issue and pay costs of issuance. No gross proceeds of the Bonds have been invested, outside of a bona fide debt service fund. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY MEMBERS OF THE BUSINESS OFFICE AND CFO. THEN THE FORM IS PROVIDED TO THE PRESIDENT FOR REVIEW. PRIOR TO FILING WITH THE IRS, THE 990 IS PROVIDED TO THE AUDIT COMMITTEE AS WELL AS ALL BOARD MEMBERS FOR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS ARE REQUIRED TO COMPLETE AN ANNUAL CONFLICT OF INTEREST FORM. THE PRESIDENT'S OFFICE IS RESPONSIBLE FOR ENSURING ALL BOARD MEMBERS HAVE COMPLETED THE FORM. IT IS THE UNIVERSITY'S PRACTICE THAT ANY BOARD MEMBERS WITH A CONFLICT OF INTEREST RECUSE THEMSELVES FROM BOARD DISCUSSION AS WELL AS FROM ANY BOARD VOTE. FACULTY AND STAFF ARE INSTRUCTED PER UNIVERSITY POLICY TO DISCLOSE CONFLICTS OF INTEREST AS THEY ARISE. ALL CONFLICTS OF INTEREST ARE REVIEWED BY THE FACULTY GOVERNANCE COMMITTEE, THE AVP OF HUMAN RESOURCES, AND THE BOARD OF TRUSTEES. ALL PERSONS ARE INSTRUCTED TO REFRAIN FROM ACTIVITIES THAT GIVE RISE TO CONFLICT. FORM 990, PART VI, SECTION B, LINE 15A SALARY INFORMATION FOR PRESIDENTS OF SIMILAR SIZED UNIVERSITIES AND FORM 990S WERE PROVIDED BY A RECRUITING FIRM DURING THE INITIAL HIRING PROCESS. THE LATEST CONTRACT WITH THE PRESIDENT WENT INTO EFFECT AS OF JULY 1, 2021. COMPENSATION CHANGES SINCE THE INITIAL HIRING OCCUR ON AN ANNUAL BASIS, INCLUDING A REVIEW OF THE PRESIDENT'S PERFORMANCE RATING BY THE BOARD. BONUSES ARE BASED ON CONTRACT TERMS AND THE PRESIDENT'S PERFORMANCE AS COMPARED TO OBJECTIVES. THE BOARD OF TRUSTEES MEETS IN THE 2ND QUARTER OF FY TO APPROVE CHANGES TO COMPENSATION. THE CHAIRPERSON MEETS WITH THE PRESIDENT TO DISCUSS PAST GOALS, NEW GOALS, AND SALARY ADJUSTMENTS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9 OTHER ADJUSTMENTS: CHANGE IN CASH SURRENDER VALUE $4,158 NET CHANGE - UNIVERSITY CONTRIBUTION TO FEDERAL LOAN PROGRAM -$25,110 CHANGE IN SPLIT INTEREST AGREEMENTS -$37,327 CHANGE IN INTEREST IN PERPETUAL TRUSTS $368,673 ------------ TOTAL $310,394 OJ CLOUGHLY EDUCATION FOUNDATION 9070 US HIGHWAY 45 NORTH TUNNEL HILL IL 62972 436110578 FBO OF UHSP IL 501(C)(3) PF UHSP true BALLMANN FAMILY PRIVATE FOUNDATION PO BOX 387 ST LOUIS MO 63166 436466750 GIFTS/GRANTS MO 501(C)(3) PF UHSP true PERSONAL PHARMACIST LLC 1 PHARMACY PLACE ST LOUIS MO 63110 384008130 PHARMACEUTICALS MO NA RELATED 0 0 false false 0.50000 CHARITABLE REMAINDER TRUSTS 1 PHARMACY PLACE ST LOUIS MO 63110 REMAINDER TRUST MO UHSP TRUST 1.00000 true false false true false false false false false false false false false false false false false false false false OJ CLOUGHLY EDUCATION FOUNDATION C 130886 FMV BALLMAN FAMILY PRIVATE FOUNDATION C 68150 FMV