2022-05-16T08:13:52-05:00 2021-06-30 381357951 PLANTE & MORAN PLLC 250 S HIGH ST SUITE 100 COLUMBUS OH 43215 990 2020-07-01 454135256 WESTERN MICHIGAN UNIVERSITY HOMER STRYKER MD SCHOOL OF MEDICINE WEST 2693774400 1000 OAKLAND DRIVE KALAMAZOO MI 49008 HAL JENSON MD PRESIDENT/CEO/DEAN 2693774400 2022-05-12 1 HAL JENSON MD 999009999 AMY CIMINELLO P00796388 2695674500 2022-05-11 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z WMU SCHOOL OF MEDICINE PAULA TERMUHLEN 1000 OAKLAND DRIVE KALAMAZOO MI 49008 396971986 0 X MED.WMICH.EDU X 2011 MI TO OWN AND OPERATE AN INSTITUTION OF HIGHER LEARNING. 14 10 1118 10 0 0 62432809 347989636 38379635 43851676 68283 2986119 1582711 1922568 102463438 396749999 2507336 2244516 0 0 75638297 82317836 0 0 468098 27218613 25718479 105364246 110280831 -2900808 286469168 131723544 424470919 86835148 90987181 44888396 333483738 X TO EDUCATE AND INSPIRE LIFELONG LEARNERS TO BE EXCEPTIONAL CLINICIANS, LEADERS, EDUCATORS, ADVOCATES AND RESEARCHERS OF TOMORROW. 0 0 45024676 36951 22404240 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. 29878382 231748 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. 13082590 2207565 20752630 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. 2066422 463058 (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. 2066422 463058 90052070 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 1 0 0 0 0 0 1 0 0 1 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 AFFAIRS 40.00 X 772615 0 30000 JOSEPH WEISTROFFER PROGRAM DIRECTOR, DEPT OF ORTHOPEDIC SURGERY 40.00 X 582343 0 27457 ROBERT SAWYER CHAIR, DEPT OF SURGERY 40.00 X 553696 0 30283 KAREN BOVID FACULTY, DEPT OF ORTHOPEDIC SURGERY 40.00 X 482538 0 34168 SAAD SHEBRAIN PROGRAM DIRECTOR, DEPT OF SURGERY 40.00 X 470937 0 25943 JENSON HAL DEAN EMERITUS 40.00 X X 419634 0 22903 RAJIV TANDON CHAIR, DEPT OF PSYCHIATRY 40.00 X 417019 0 34094 TERMUHLEN PAULA DEAN 40.00 X X 417258 0 16803 STRAUBE LORI ASSOC DEAN OF ADMIN & FINANCE 40.00 X 281839 0 35524 BILL MANNS SECRETARY 0.50 X X 0 0 0 EDWARD MONTGOMERY CHAIRMAN 0.50 X X 0 0 0 PETER BERGMANN TREASURER 0.50 X 0 0 0 JAN VAN DER KLEY MEMBER 0.50 X 0 0 0 GRACE LUBWAMA MEMBER 0.50 X 0 0 0 CARRIE PICKETT-ERWAY MEMBER 0.50 X 0 0 0 SCOTT D LARSON MEMBER 0.50 X 0 0 0 LARRY F TOLBERT MEMBER 0.50 X 0 0 0 MICHAEL WILLIAMS MD MEMBER 0.50 X 0 0 0 THOMAS ROHS MD MEMBER 0.50 X 0 0 0 4397879 0 257175 138 0 1 0 WALBRIDGE 777 WOODWARD SUITE 300 DETROIT MI 48226 CONSTRUCTION SERVICES 451414 WEST MICHIGAN CANCER CENTER 200 N PARK STREET KALAMAZOO OH 49007 RENTS 259599 MERRITT HAWKINS & ASSOCIATES LLC PO BOX 281943 ATLANTA GA 303841943 STAFFING SERVICES 172500 KALAMAZOO EMERGENCY ASSOCIATES 5121 MARYLAND WAY SUITE 300 BRENTWOOD TN 37027 RENTS 171480 MILLER CANFIELD PADDOCK AND STONE PO BOX DRAWER 640348 DETROIT MI 48264 LEGAL COUNSEL 171473 10 402885 3037817 344548934 347989636 TUITION AND FEES 611600 20752630 20752630 PATIENT SERVICE REVENUE 622000 12069481 12069481 CONTRACT REVENUE 611600 10918564 10918564 INNOVATION CENTER SERVICES 541700 64000 64000 CONTINUING EDUCATION REVENUE 611600 47001 47001 43851676 2986119 2986119 1987512 0 1987512 1987512 1987512 0 402885 221987 -221987 -221987 HOUSEKEEPING 812900 60500 60500 PATHOLOGY FEES 621500 40250 40250 FLEX FORFITURES 900099 20000 20000 36293 36293 157043 396749999 43851676 0 4908687 36951 36951 2207565 2207565 1891345 1891345 63592382 58269058 5064428 258896 6396322 6083905 302215 10202 6385686 5540084 822570 23032 4052101 3658324 374943 18834 148947 148947 126225 33225 93000 1926370 1664791 261579 165039 50656 114383 563450 274508 284114 4828 1693786 564581 1120955 8250 3733735 1090872 2642863 183062 162982 19872 208 848056 778474 69347 235 2899850 2899850 5838931 3215861 2623070 439673 38717 400956 EDUCATIONAL SUPPORT COS 3147308 3147308 MEDICAL AND RESEARCH SU 2519291 2519291 RECRUITING 445621 33271 412350 BAD DEBT EXPENSE 409965 409965 629170 322337 277603 29230 110280831 90052070 19760663 468098 6594 4064 5943404 12912785 357500 4185000 6194351 6218513 94448 104249 1721481 1802184 150197255 54545125 98734529 95652130 10838218 14352712 7267589 9522851 565430 279716431 131723544 424470919 7006182 7919389 6562593 7674134 62459808 60814657 10806565 14579001 86835148 90987181 X 18903946 21246405 25984450 312237333 44888396 333483738 131723544 424470919 286469168 2126174 0 X X 0 1 X 1 1 1 X 65616311 74200520 66203668 62432809 348071750 616525058 65616311 74200520 66203668 62432809 348071750 616525058 204060217 412464841 1508316 1423128 1842955 1458294 4891517 11124210 182062 187416 235648 233613 157043 995782 628645050 171066300 0.65610 0.37700 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: FUNDRAISING - 2016 AMOUNT: $ 22,300. 2017 AMOUNT: $ 39,000. 2018 AMOUNT: $ 61,781. 2019 AMOUNT: $ 12,375. 2020 AMOUNT: $ 0. MISCELLANEOUS REVENUE - 2016 AMOUNT: $ 159,762. 2017 AMOUNT: $ 148,416. 2018 AMOUNT: $ 173,867. 2019 AMOUNT: $ 221,238. 2020 AMOUNT: $ 157,043. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7287190 684789 2126174 107437 9990716 6655099 1105084 -325641 147352 7287190 5399552 1232944 24059 1456 6655099 1981166 3389228 35483 6325 5399552 602903 1310712 71094 2000 1543 1981166 1.00000 0 1 0 2055115 2055115 112534045 24022551 88511494 31040547 26932304 4108243 4130858 3590270 540588 436690 436690 95652130 INTEREST IN NET ASSETS OF WMU FOUNDATION 279379963 LONGTERM PREPAID MAINTENANCE CONTRACT 304815 INVESTMENT IN FORENTOX 31653 279716431 DEFERRED COMPENSATION LIABILITY 14334001 MIDOCS LOAN REPAYMENT 245000 14579001 396480630 2126174 221987 2348161 394132469 2617530 2617530 396749999 107885288 221987 221987 107663301 2617530 2617530 110280831 PART V, LINE 4: THE ENDOWMENT FUNDS AT JUNE 30, 2020 WILL BE USED FOR 1) VISITING PROFESSORS, 2) SCHOLARSHIPS, AND 3) GENERAL SUPPORT OF MEDICAL EDUCATION AND MEDICAL RELATED RESEARCH. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 221,987. PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS 2,207,565. BAD DEBT EXPENSE 409,965. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 221,987. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS 2,207,565. BAD DEBT EXPENSE 409,965. 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. IT WAS ALSO PUBLICIZED IN A ONE-TIME NOTICE IN THE KALAMAZOO GAZETTE ON SUNDAY, JUNE 30, 2013. 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 0 IMAGINE GALA 402885 402885 221519 468 402885 402885 221519 468 221987 -221987 1 WESTERN MICHIGAN UNIVERSITY 1903 W MICHIGAN AVE KALAMAZOO MI 49008 386007327 501C3 7250 N/A N/A SAFE SLEEP 1 0 SCHOLARSHIPS 191 2207565 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 AFFAIRS 772615 0 0 0 0 0 26600 0 3400 0 802615 0 0 0 JOSEPH WEISTROFFER PROGRAM DIRECTOR, DEPT OF ORTHOPEDIC 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 FACULTY, DEPT OF ORTHOPEDIC 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 JENSON HAL DEAN EMERITUS 419634 0 0 0 0 0 18769 0 4134 0 442537 0 0 0 RAJIV TANDON CHAIR, DEPT OF PSYCHIATRY 417019 0 0 0 0 0 26507 0 7587 0 451113 0 0 0 TERMUHLEN PAULA DEAN 417258 0 0 0 0 0 14323 0 2480 0 434061 0 0 0 STRAUBE LORI ASSOC DEAN OF ADMIN & FINANCE 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. THE BELOW INDIVIDUALS RECEIVED PAYMENTS TO THE PLANS DURING THE YEAR: HAL B. JENSON $15,000 KEITH KENTER $15,000 KAREN BOVID $15,000 LORI STRAUBE $15,000 ROBERT SAWYER $15,000 SAAD SHEBRAIN $15,000 JOSEPH WEISTROFFER $15,000 RAJIV TANDON $15,000 PART I, LINE 7 SAAD SHEBRAIN'S BONUS IS DEPENDENT ON WMED CLINIC PRODUCTIVITY. 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 ANNUALLY, WMED USES COMPENSATION DATA FROM NATIONAL SURVEYS COLLECTED BY OUR HUMAN RESOURCES DEPARTMENT TO PROVIDE TO THE CHAIR OF THE BOARD WHO PRESENTS IT TO THE BOARD OF DIRECTORS IN CLOSED EXECUTIVE SESSION FOR FORMAL APPROVAL OF THE CEO/DEAN COMPENSATION. COMPENSATION FOR THE OTHER SENIOR LEADERSHIP POSITIONS (ASSOCIATE DEANS, ASSISTANT DEANS, AND DEPARTMENT CHAIRS) IS ALSO BENCHMARKED AGAINST NATIONAL COMPARISONS AND REVIEWED BY THE CEO/DEAN. THE COMPENSATION IS INCLUDED IN THE ANNUAL BUDGET WHICH IS REVIEWED IN DETAIL BY THE FINANCE COMMITTEE AND THEN APPROVED BY THE BOARD OF DIRECTORS. 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.