2023-05-01T10:49:02-05:00 2022-06-30 381357951 PLANTE & MORAN PLLC 250 S HIGH ST SUITE 100 COLUMBUS OH 43215 990 2021-07-01 454135256 WESTERN MICHIGAN UNIVERSITY HOMER STRYKER MD SCHOOL OF MEDICINE WEST 2693774400 1000 OAKLAND DRIVE KALAMAZOO MI 49008 PAULA TERMUHLEN MD PRESIDENT/CEO/DEAN 2693774400 2023-04-25 1 PAULA TERMUHLEN MD 999009999 AMY CIMINELLO P00796388 2695674500 2023-04-25 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z WMU SCHOOL OF MEDICINE PAULA TERMUHLEN 1000 OAKLAND DRIVE KALAMAZOO MI 49008 121142724 0 X MED.WMICH.EDU X 2011 MI TO OWN AND OPERATE AN INSTITUTION OF HIGHER LEARNING. 14 10 1118 9 0 0 347989636 69963339 43851676 48666916 2986119 9591 1922568 2502878 396749999 121142724 2244516 3468227 0 0 82317836 79192179 0 0 611444 25718479 27672688 110280831 110333094 286469168 10809630 424470919 420658910 90987181 83271308 333483738 337387602 X TO EDUCATE AND INSPIRE LIFELONG LEARNERS TO BE EXCEPTIONAL CLINICIANS, LEADERS, EDUCATORS, ADVOCATES AND RESEARCHERS OF TOMORROW. 0 0 36371380 11897 26106860 CONDUCT MEDICAL RESEARCH AND PERFORM CLINICAL ACTIVITIES NORMALLY PERFORMED BY AN INSTITUTION THAT CONDUCTS PROGRAMS OF MEDICAL EDUCATION AND TRAINING. PROVIDE FACILITY, ADMINISTRATIVE AND BUSINESS SUPPORT SERVICES TO NURTURE THE DEVELOPMENT OF HIGH TECHNOLOGY AND LIFE SCIENCE BUSINESS ENTERPRISES. 33340391 1505852 PROVIDE AND CONDUCT GRADUATE MEDICAL EDUCATION AND TRAINING PROGRAMS IN SPECIALIZED FIELDS OF MEDICINE FOR RESIDENTS AND FELLOWS WHO HAVE EARNED A DOCTOR OF MEDICINE DEGREE OR EQUIVALENT. 19101113 3456330 22973490 PROVIDE AND CONDUCT MEDICAL EDUCATION AND TRAINING PROGRAMS THAT LEAD TO HEALTHCARE-RELATED DEGREES INCLUDING THE DEGREE OF DOCTOR OF MEDICINE IN A PROGRAM ACCREDITED BY THE LIAISON COMMITTEE ON MEDICAL EDUCATION. 1010683 181852 (A) GRANT HEALTHCARE-RELATED DEGREES INCLUDING THE DOCTOR OF MEDICINE DEGREE TO STUDENTS WHO SATISFACTORILY COMPLETE THE INSTITUTION'S DEGREE-SPECIFIC PROGRAMS OF MEDICAL EDUCATION AND TRAINING;(B) PROVIDE AND CONDUCT CONTINUING EDUCATION AND TRAINING PROGRAMS FOR HEALTHCARE PROVIDERS; (C) CHARGE AND COLLECT TUITION FROM PERSONS ENROLLED AS STUDENTS IN ITS EDUCATIONAL PROGRAMS AND AWARD SCHOLARSHIPS TO STUDENTS;(D) HAVE AFFILIATIONS WITH HOSPITALS, MEDICAL CENTERS, AND PRIVATE PHYSICIAN PRACTICES WHERE STUDENTS, RESIDENTS, AND FELLOWS RECEIVE PRACTICAL EXPERIENCE AND TRAINING AS A PART OF THEIR EDUCATION AND TRAINING. 1010683 181852 89823567 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 565 0 1 1118 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 14 10 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 1 1 0 MI X AMY SMITCHOLS 2693374411 1000 OAKLAND DRIVE KALAMAZOO MI 490088011 KENTER KEITH ASSOC DEAN FOR CLINICAL AF 40.00 0.00 X 772615 0 30000 HAL JENSON DEAN EMERITUS 40.00 0.00 X X 419634 0 22903 PAULA TERMUHLEN DEAN 40.00 0.00 X X 417258 0 16803 LORI STRAUBE ASSOC DEAN OF ADMIN & FINA 40.00 0.00 X 281839 0 35524 BILL MANNS SECRETARY 0.50 0.00 X X 0 0 0 EDWARD MONTGOMERY CHAIRMAN 0.50 0.00 X X 0 0 0 PETER BERGMANN TREASURER 0.50 0.00 X X 0 0 0 JAN VAN DER KLEY MEMBER 0.50 0.00 X 0 0 0 GRACE LUBWAMA MEMBER 0.50 0.00 X 0 0 0 CARRIE PICKETT-ERWAY MEMBER 0.50 0.00 X 0 0 0 SCOTT D LARSON MEMBER 0.50 0.00 X 0 0 0 LARRY F TOLBERT MEMBER 0.50 0.00 X 0 0 0 MICHAEL WILLIAMS MD MEMBER 0.50 0.00 X 0 0 0 THOMAS ROHS MD MEMBER 0.50 0.00 X 0 0 0 ROBERT SAWYER CHAIR, DEPT OF SURGERY 40.00 0.00 X 553696 0 0 KAREN BOVID MEDICAL DIRECTOR, DEPT OF SURGERY 40.00 0.00 X 482538 0 0 SAAD SHEBRAIN PROGRAM DIRECTOR, DEPT OF SURGERY 40.00 0.00 X 470937 0 0 JOSEPH WEISTROFFER FACULTY, DEPT OF ORTHOPEDIC SURGERY 40.00 0.00 X 582343 0 0 RAJIV TANDON PROGRAM DIRECTOR, DEPT OF ORTHOPEDIC SURGERY 40.00 0.00 X 417019 0 0 4397879 0 105230 138 0 1 0 MERRITT HAWKINS & ASSOCIATES LLC PO BOX 281943 ATLANTA GA 30384 STAFFING SERVICES 469958 P & M HOLDING GROUP LLP DBA PLANTE & MOR 27400 NORTHWESTERN HWY SOUTHFIELD MI 48034 ACCOUNTING SERVICES 223766 MERCK SHARP & DOHME LLC 126 EAST LINCOLN AVE PO BOX 2000 RAHWAY NJ 07065 HEALTH CARE SERVICES 165696 WEST MICHIGAN LAWN SERVICES 2597 BRACKETT AVE KALAMAZOO MI 49004 LAWNCARE SERVICES 127931 TRI STATE REMOVALS LLC 167 NORTH DRAKE ROAD SUITE 19362 KALAMAZOO MI 49009 TRANSPORTATION SERVICES 126068 6 6857966 63105373 69963339 TUITION AND FEES 611600 22640985 22640985 CONTRACT REVENUE 611600 13233566 13233566 PATIENT SERVICE REVENUE 623990 12593275 12593275 INNOVATION CENTER SERVICES 541700 144727 144727 CONTINUING EDUCATION REVENUE 611600 54363 54363 48666916 9591 9591 2101138 0 2101138 2101138 2101138 FORGIVENESS OF DEBT 623990 300000 300000 HOUSEKEEPING 812900 60500 60500 DEPARTMENTAL REVENUE 623990 41240 41240 401740 121142724 50768054 0 411331 11897 11897 3456330 3456330 1695914 1695914 65843958 60670979 4865355 307624 1151878 920174 221765 9939 6281496 5540253 722242 19001 4218933 3826334 370693 21906 173245 173245 243820 70810 173010 2896602 2316666 578533 1403 275369 60675 214694 474459 226162 246173 2124 1595219 508236 1086983 3958196 1233656 2724540 148487 125637 22850 1244113 1167393 71794 4926 2822366 2822366 5225334 2804344 2420990 499530 27334 472196 EDUCATIONAL SUPPORT COS 3257135 3257135 MEDICAL AND RESEARCH SU 2479630 2479630 RECRUITING 819430 83201 736229 BAD DEBT EXPENSE 383996 383996 1175757 713400 432530 29827 110333094 89823567 19898083 611444 4064 10515 12912785 15693887 4185000 3225000 6218513 5024624 104249 118691 1802184 1439076 153447768 59700436 95652130 93747332 14352712 12370792 9522851 9596706 279716431 279432287 424470919 420658910 7919389 6199945 7674134 6242823 60814657 58795000 14579001 12033540 90987181 83271308 X 21246405 26452804 312237333 310934798 333483738 337387602 424470919 420658910 10809630 -6905766 0 X X 0 1 X 1 1 1 X 74200520 66203668 62432809 348071750 69963339 620872086 74200520 66203668 62432809 348071750 69963339 620872086 209909947 410962139 1423128 1842955 1458294 4891517 77374 9693268 187416 235648 233613 157043 401740 1215460 631780814 197538479 0.65050 0.65610 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: FUNDRAISING - 2017 AMOUNT: $ 39,000. 2018 AMOUNT: $ 61,781. 2019 AMOUNT: $ 12,375. MISCELLANEOUS REVENUE - 2017 AMOUNT: $ 148,416. 2018 AMOUNT: $ 173,867. 2019 AMOUNT: $ 221,238. 2020 AMOUNT: $ 157,043. 2021 AMOUNT: $ 401,740. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9990716 59285724 -4594457 197820 64484163 7287190 684789 2126174 107437 9990716 6655099 1105084 -325641 147352 7287190 5399552 1232944 24059 1456 6655099 1981166 3389228 35483 6325 5399552 1.00000 0 1 0 2055115 2055115 113909064 26964463 86944601 32294706 28940013 3354693 4228315 3795960 432355 960568 960568 93747332 INTEREST IN NET ASSETS OF WMU FOUNDATION 279222175 LONG-TERM PREPAID MAINTENANCE CONTRACT 210112 279432287 DEFERRED COMPENSATION LIABILITY 11513540 MIDOCS LOAN REPAYMENT 520000 12033540 110396632 -6905766 -6905766 117302398 3840326 3840326 121142724 106492768 0 106492768 3840326 3840326 110333094 PART V, LINE 4: THE ENDOWMENT FUNDS AT JUNE 30, 2022 WILL BE USED FOR 1) VISITING PROFESSORS, 2) SCHOLARSHIPS, AND 3) GENERAL SUPPORT OF MEDICAL EDUCATION AND MEDICAL RELATED RESEARCH. PART XI, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT EXPENSE 383,996. SCHOLARSHIPS 3,456,330. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS 3,456,330. BAD DEBT EXPENSE 383,996. 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 RACIAL NONDISCRIMINATION POLICY IS PUBLICIZED ON THE WMED WEBSITE, PRINTED IN THE MEDICAL STUDENT POLICY MANUAL, AND PRINTED IN THE FACULTY POLICY MANUAL, AND PRINTED IN ALL RECRUITMENT MATERIALS FOR STUDENTS, FACULTY, STAFF, AND RESIDENTS. SCHEDULE E, PART I, LINE 6 THE ORGANIZATION RECEIVED SEVERAL GRANTS FROM THE MICHIGAN DEPARTMENT OF COMMUNITY HEALTH, THE NIH, AND VARIOUS FEDERAL INCENTIVES. THE ORGANIZATION ALSO PARTICIPATES IN FEDERAL TITLE IV AID FOR STUDENTS. 1 SCHOLARSHIPS 279 3456330 PART I, LINE 2: WMED REQUIRES DETAIL LISTINGS OF ALL GRANT EXPENDITURES. ADDITIONALLY WMED MAY REQUEST DETAIL SUPPORT TO SUBSTANTIATE GRANT EXPENDITURES. X 1 1 X X 0 1 0 0 0 0 0 1 0 KENTER KEITH ASSOC DEAN FOR CLINICAL AF 772615 0 0 0 0 0 26600 0 3400 0 802615 0 0 0 JOSEPH WEISTROFFER FACULTY, DEPT OF ORTHOPEDIC SURGERY 582343 0 0 0 0 0 25157 0 2300 0 609800 0 0 0 ROBERT SAWYER CHAIR, DEPT OF SURGERY 553696 0 0 0 0 0 26600 0 3683 0 583979 0 0 0 KAREN BOVID MEDICAL DIRECTOR, DEPT OF SURGERY 482538 0 0 0 0 0 26460 0 7708 0 516706 0 0 0 SAAD SHEBRAIN PROGRAM DIRECTOR, DEPT OF SURGERY 426387 0 44550 0 0 0 25106 0 837 0 496880 0 0 0 RAJIV TANDON PROGRAM DIRECTOR, DEPT OF ORTHOPEDIC 417019 0 0 0 0 0 26507 0 7587 0 451113 0 0 0 HAL JENSON DEAN EMERITUS 419634 0 0 0 0 0 18769 0 4134 0 442537 0 0 0 PAULA TERMUHLEN DEAN 417258 0 0 0 0 0 14323 0 2480 0 434061 0 0 0 LORI STRAUBE ASSOC DEAN OF ADMIN & FINA 281839 0 0 0 0 0 26080 0 9444 0 317363 0 0 0 PART I, LINE 1A DR. JENSON RECEIVES A MEMBERSHIP TO KALAMAZOO COUNTRY CLUB, IT IS TREATED AS A TAXABLE FRINGE BENEFIT. PART I, LINE 4B THE ORGANIZATION HAS BOTH A 457(B) PLAN AND A 457(F) PLAN. THE 457(B) PLAN IS OFFERED TO ITS HIGHLY COMPENSATED EMPLOYEES AND THE 457(F) PLAN IS ONLY AVAILABLE TO THE DEAN OF THE MEDICAL SCHOOL. PART I, LINE 7 SAAD SHEBRAIN'S BONUS IS DEPENDENT ON WMED CLINIC PRODUCTIVITY. FORM 990, PART I, ITEM C DBA: WMU SOM DBA: WMU SCHOOL OF MEDICINE CLINICS DBA: WMU SCHOOL OF MEDICINE FAMILY MEDICINE CLINICS DBA: WMU SCHOOL OF MEDICINE INTERNAL MEDICINE CLINIC DBA: WMU SCHOOL OF MEDICINE /PEDIATRIC CLINIC DBA: WMU SCHOOL OF MEDICINE PEDIATRIC CLINIC DBA: WMU SCHOOL OF MEDICINE ORTHOPEDIC CLINIC DBA: WMU SCHOOL OF MEDICINE GENERAL SURGERY CLINIC DBA: WMU SCHOOL OF MEDICINE PSYCHIATRY CLINIC DBA: MICHIGAN STATE UNIVERSITY KALAMAZOO CENTER FOR MEDICAL STUDIES, INC. DBA: MSU/KALAMAZOO CENTER FOR MEDICAL STUDIES DBA: MSU/KCMS DBA: KCMS DBA: KALAMAZOO FAMILY MEDICINE DBA: SOUTHWEST MICHIGAN INNOVATION CENTER CORE LIFE SCIENCES LAB DBA: SMICCLS DBA: SMIC-LML DBA: SOUTHWEST MICHIGAN INNOVATION CENTER LAUNCH MI LAB DBA: SOUTHWEST MICHIGAN INNOVATION CENTER, INC. DBA: SOUTHWEST MICHIGAN INNOVATION DBA: WMU SCHOOL OF MEDICINE FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS 3 CLASSES OF MEMBERS: CLASS A, CLASS B, AND CLASS C. CLASS A MEMBERSHIP IS LIMITED TO THE BOARD OF TRUSTEES OF WESTERN MICHIGAN UNIVERSITY. CLASS B MEMBERSHIP IS LIMITED TO ENTITIES THAT OWN AND OPERATE HOSPITALS THAT FUND GRADUATE MEDICAL EDUCATION PROGRAMS AND PROVIDE PRACTICAL IN-HOSPITAL TRAINING AND EXPERIENCES FOR STUDENTS, RESIDENTS, AND FELLOWS OF THE SCHOOL OF MEDICINE. THE INITIAL CLASS B MEMBERS SHALL BE BRONSON HEALTHCARE GROUP, INC. AND BORGESS ASCENSION. CLASS C MEMBERSHIP IS PERMITTED TO ANY PERSON OR ENTITY THAT SUPPORTS THE MISSION AND PURPOSES OF THE ORGANIZATION, MEETS OTHER REQUIREMENTS ESTABLISHED BY THE BOARD OF DIRECTORS, AND IS APPROVED BY THE AFFIRMATIVE VOTE OF THE CLASS A MEMBERS AND AT LEAST 50% OF THE CLASS B MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A THE SELECTION OR TERMINATION OF THE DEAN OF THE SCHOOL OF MEDICINE IS PERMITTED AND AUTHORIZED BY THE AFFIRMATIVE VOTE OF THE CLASS A MEMBERS AND AT LEAST 50% OF THE CLASS B MEMBERS. FORM 990, PART VI, SECTION A, LINE 7B CLASS A MEMBERS HAVE THE RESERVED POWER TO APPROVE (A) THE INCURRING OF INDEBTEDNESS, BOND, INDENTURE, OR LOAN, (B) THE LEASE OF ANY REAL PROPERTY FOR A TERM GREATER THAN 12 MONTHS, (C) ANY MORTGAGE, SECURITY INTEREST, LIEN, OR OTHER ENCUMBRANCE OF PROPERTY OR ASSETS, (D) ANY RIGHTS TO NAME THE CORPORATION. CLASS B MEMBERS HAVE THE RESERVED POWER TO APPROVE THE ESTABLISHMENT, CHANGE IN COMPLEMENT, TERMINATION, OR RELATED BUDGET OF GRADUATE MEDICAL EDUCATION PROGRAMS OF THE CORPORATION THAT ARE FUNDED BY CLASS B MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B APPROVAL OF THE 990 WAS COMPLETED BY THE FINANCE COMMITTEE THAT HAS THE AUTHORITY TO ACT ON BEHALF OF THE BOARD OF DIRECTORS IN THIS MATTER. THE RETURN IS ALSO PRESENTED AND REVIEWED AT A BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 12C WE HAVE AN ACTIVE COMPLIANCE COMMITTEE THAT MEETS 3-4 TIMES A YEAR THAT REVIEWS COMPLIANCE ACTIVITIES. THE COMPLIANCE PLAN FOR THE NEXT YEAR AND A FORMAL REPORT OF COMPLIANCE ACTIVITIES FOR THE PAST YEAR ARE PROVIDED TO THE FINANCE COMMITTEE THAT HAS THE AUTHORITY TO ACT ON BEHALF OF THE BOARD OF DIRECTORS IN THIS MATTER. ANY FINANCE COMMITTEE MEMBER HAVING A CONFLICT OF INTEREST SHALL NOT PARTICIPATE IN DISCUSSION OR VOTE ON THE MATTER. FORM 990, PART VI, SECTION B, LINE 15 WE USE COMPENSATION DATA FROM SURVEYS COLLECTED BY OUR HUMAN RESOURCES DEPARTMENT TO PROVIDE TO THE FINANCE COMMITTEE THAT FORMALLY APPROVES THE ANNUAL COMPENSATION OF THE CEO/DEAN. COMPENSATION FOR THE ASSOCIATE AND ASSISTANT DEANS AND OTHER KEY EMPLOYEES IS DETERMINED IN THE SAME WAY. THIS IS AN ANNUAL PROCESS WHICH WAS COMPLETED FOR FISCAL YEAR 2022. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: NO CHANGE IN THE PROCESS HAS BEEN MADE FROM PRIOR YEAR.