2019-05-22T13:59:23-05:00 2018-06-30 381357951 PLANTE & MORAN PLLC 750 TRADE CENTRE WAY STE 300 PORTAGE MI 49002 990 2017-07-01 454135256 WESTERN MICHIGAN UNIVERSITY SCHOOL OF MEDICINE WEST 2693774400 1000 OAKLAND DRIVE KALAMAZOO MI 49008 HAL JENSON MD PRESIDENT/CEO/FOUNDING DEAN 2693774400 2019-05-21 1 CAROL LALONDE CPA P00181637 2695674500 2019-05-21 67.59.56.31 2019-05-21 10:04:57 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 58F74DC53CB874483B207ADF23CD6921384352E9 2017 2019-02-21 02:37:17Z WMU SCHOOL OF MEDICINE HAL JENSON MD 1000 OAKLAND DRIVE KALAMAZOO MI 49008 106245649 0 X MED.WMICH.EDU X 2011 MI TO OWN AND OPERATE AN INSTITUTION OF HIGHER LEARNING. 11 9 974 9 0 120700 65616311 74200520 25188623 30434585 208873 409905 1363778 1004934 92377585 106049944 1783269 2259625 0 0 66059302 70156177 0 0 479804 23865950 25855474 91708521 98271276 669064 7778668 124297489 131594593 83648853 83035851 40648636 48558742 X TO EDUCATE AND INSPIRE LIFELONG LEARNERS TO BE EXCEPTIONAL CLINICIANS, LEADERS, EDUCATORS, ADVOCATES AND RESEARCHERS OF TOMORROW. 0 0 35415934 446911 14947406 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. 27469165 127333 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 AND TO AWARD ADVANCED DEGREES AND CERTIFICATES TO RESIDENTS AND FELLOWS WHO SATISFACTORILY COMPLETE THE PROGRAMS. 18939497 1812714 15293263 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. 894809 66583 (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. 894809 66583 82719405 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 1 0 0 0 0 0 0 0 0 1 239 0 1 974 1 1 1 0 0 0 0 1 1 0 0 0 0 X 11 9 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 MI X AMY SMITCHOLS 2693374411 1000 OAKLAND DRIVE KALAMAZOO MI 490088011 EDWARD MONTGOMERY CHAIRMAN 0.50 0.00 X X 0 0 0 KATHY YOUNG TREASURER 0.50 0.00 X X 0 0 0 FRANK J SARDONE SECRETARY 0.50 0.00 X X 0 0 0 HAL B JENSON PRESIDENT/FOUNDING DEAN/DIRECTOR 40.00 0.00 X X 644160 0 31397 JOHN M DUNN CHAIRMAN - PART YEAR 0.50 0.00 X X 0 0 0 JOSEPH D'AMBROSIO ASSOC DEAN FOR CLINICAL AFFAIRS 40.00 0.00 X 317021 0 28710 J PATRICK DYSON MEMBER 0.50 0.00 X 0 0 0 SCOTT LARSON 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 LARRY F TOLBERT MEMBER 0.50 0.00 X 0 0 0 JAN VAN DER KLEY MEMBER 0.50 0.00 X 0 0 0 LORI STRAUBE ASSOC DEAN OF ADMIN & FINANCE 40.00 0.00 X 226580 0 22773 KEITH KENTER CHAIR, DEPT OF ORTHOPEDIC SURGERY 40.00 0.00 X 744142 0 29695 JOSEPH WEISTROFFER PROGRAM DIRECTOR, DEPT OF ORTHOPAEDIC SURGERY 40.00 0.00 X 463499 0 25496 KAREN BOVID FACULTY, DEPT OF ORTHOPAEDIC SURGERY 40.00 0.00 X 449289 0 29831 SAAD SHEBRAIN PROGRAM DIRECTOR, DEPT OF SURGERY 40.00 0.00 X 424345 0 29808 DEBRA TAUBEL PROGRAM DIRECTOR, DEPT OF OBSTETRICS AND GYN 40.00 0.00 X 389457 0 44005 3658493 0 241715 121 0 1 0 BRONSON METHODIST HOSPITAL 601 JOHN STREET KALAMAZOO MI 49007 CONTRACTED TEACHING 626755 STAFF CARE INC 21588 NETWORK PLACE CHICAGO IL 60673 EQUIPMENT SERVICE 484460 MERRITT HAWKINS & ASSOCIATES LLC PO BOX 281943 ATLANTA GA 30384 RECRUITING 442616 TOO CLEAN INC 213 BALCH KALAMAZOO MI 49001 CLEANING SERVICES 389256 DELTA NETWORK SERVICES LLC 420 ENTERPRISE COURT BLOOMFIELD TOWNSHIP MI 48302 NETWORK SERVICES 377031 23 199683 2030062 71970775 100792 74200520 TUITION AND FEES 611600 15155499 15155499 PATIENT SERVICE REVENUE 622000 7915657 7915657 CONTRACT REVENUE 611600 7167202 7167202 INNOVATION CENTER SERVICES 541700 128382 128382 CONTINUING EDUCATION REVENUE 611600 67845 67845 30434585 412133 412133 1010995 0 1010995 1010995 1010995 2228 -2228 -2228 -2228 39000 199683 193477 -154477 -154477 MISCELLANEOUS REVENUE 900099 148416 148416 148416 106049944 30434585 0 1414839 446911 446911 1812714 1812714 1379511 1379511 55949682 51452477 4205042 292163 3217427 3070670 117257 29500 6024113 5207743 781399 34971 3585444 3235391 332565 17488 177463 12640 164823 155388 155388 1790188 1604459 185729 226047 20461 135337 70249 727417 403606 320219 3592 1561467 1100094 461373 3763198 903991 2859207 817490 738124 60207 19159 952235 875894 64319 12022 1784152 1784152 6306559 5297509 1009050 458590 257297 201293 EDUCATIONAL SUPPORT COS 3439665 3439665 MEDICAL AND RESEARCH SU 1818769 1818769 RECRUITING 901679 344157 557522 BAD DEBT EXPENSE 472913 472913 502254 203920 297674 660 98271276 82719405 15072067 479804 8537 5781 3307767 7869827 50000 282500 3607063 4086478 66112 66177 1621048 1793228 140132042 36173795 107452769 103958247 6342572 7883627 1841621 5366143 282585 124297489 131594593 6638227 5760139 3521521 3929222 67146533 65462863 6342572 7883627 83648853 83035851 X 19286425 23903300 19430196 19334199 1932015 5321243 40648636 48558742 124297489 131594593 7778668 131438 0 X X 0 1 X 1 1 1 X 62520590 51265572 68135143 65616311 74200520 321738136 62520590 51265572 68135143 65616311 74200520 321738136 190868667 130869469 13424 216211 826740 1508316 1423128 3987819 201048 215954 222245 182062 187416 1008725 326734680 106807373 0.40050 0.37560 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: FUNDRAISING - 2015 AMOUNT: $ 33,600. 2016 AMOUNT: $ 22,300. 2017 AMOUNT: $ 39,000. MISCELLANEOUS REVENUE - 2013 AMOUNT: $ 201,048. 2014 AMOUNT: $ 215,954. 2015 AMOUNT: $ 188,645. 2016 AMOUNT: $ 159,762. 2017 AMOUNT: $ 148,416. 1981166 3389228 35483 6325 5399552 602903 1310712 71094 2000 1543 1981166 447929 181030 -22916 3140 602903 347724 105973 -5768 447929 164007 170293 13424 347724 0.98550 0.01450 0 1 0 2051915 2051915 108134112 15414199 92719913 3755131 2288388 1466743 26055962 18471208 7584754 134922 134922 103958247 DEFERRED COMPENSATION LIABILITY 7883627 7883627 104077639 131438 2800 -2285627 -2151389 106229028 -179084 -179084 106049944 96167533 2800 193477 196277 95971256 2300020 2300020 98271276 PART V, LINE 4: THE ENDOWMENT FUNDS AT JUNE 30, 2018 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: PROVISION FOR BAD DEBT -472,913. SCHOLARSHIPS -1,812,714. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES -193,477. INVESTMENT INCOME CLASSIFIED AS EXPENSE ON FINANCIAL STATEMENTS 14,393. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 193,477. PART XII, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT EXPENSE 472,913. SCHOLARSHIPS 1,812,714. INVESTMENT INCOME CLASSIFIED AS EXPENSE ON FINANCIAL STATEMENTS 14,393. 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 WMU SCHOOL OF MEDICINE WEBSITE, PRINTED IN THE MEDICAL STUDENT HANDBOOK, PRINTED IN THE FACULTY HANDBOOK, 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 IMAGINE GALA 238683 199683 39000 140311 8748 44418 238683 199683 39000 140311 8748 44418 193477 -154477 1 GRYPHON PLACE 3245 S 8TH STREET KALAMAZOO MI 49009 382808685 501(C)(3) 22502 DATA HUB GRANT SERVICES UNIVERSITY OF FLORIDA PO BOX 113001 GAINESVILLE FL 32611 596002052 115 17100 PATHOLOGY SERVICES FERRIS STATE UNIVERSITY 420 OAK ST BIG RAPIDS MI 49307 386005159 115 7013 PGX STUDY TESTING LIFE EMS 1275 CEDAR ST NE GRAND RAPIDS MI 49503 382285796 N/A 6014 PEDIATRIC EMS PARTICIPATION GENEMARKERS LLC 126 EAST SOUTH STREET KALAMAZOO MI 49007 208946055 N/A 140423 PGX STUDY TESTING KCMHSAS 2030 PORTAGE STREET KALAMAZOO MI 49001 383313413 115 52872 PGX STUDY TESTING WESTERN MICHIGAN UNIVERSITY 1903 W MICHIGAN AVE KALAMAZOO MI 49008 386007327 501(C)(3) 37903 SAFE SLEEP PARTICIPATION OCCUPATIONAL RESEARCH AND ASSESSMENT INC 124 ELM STREET BIG RAPIDS MI 49307 383251703 N/A 35000 FRACTURE RESEARCH DATABASE INDIANA UNIVERSITY 400 E 7TH STREET BLOOMINGTON IN 47405 356001673 501(C)(3) 31160 CIRCADIAN RHYTHM SUBAWARD REGENTS OF THE UNIVERSITY OF MICHIGAN BOX 223131 PITTSBURGH PA 15251 386006309 115 30493 CONTRACTED RESEARCHER TIME 7 3 SCHOLARSHIPS 205 1812714 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 X 0 1 0 0 0 0 0 0 0 HAL B JENSON PRESIDENT/FOUNDING DEAN/DIRECTOR 623208 0 73 0 20879 0 13800 0 17597 0 675557 0 0 0 JOSEPH D'AMBROSIO ASSOC DEAN FOR CLINICAL AFFAIRS 302010 0 403 0 14608 0 13711 0 14999 0 345731 0 0 0 LORI STRAUBE ASSOC DEAN OF ADMIN & FINANCE 221100 0 73 0 5407 0 8885 0 13888 0 249353 0 0 0 KEITH KENTER CHAIR, DEPT OF ORTHOPEDIC SURGERY 728566 0 73 0 15503 0 13800 0 15895 0 773837 0 0 0 JOSEPH WEISTROFFER PROGRAM DIRECTOR, DEPT OF ORTHOPAEDI 450303 0 73 0 13123 0 25496 0 0 0 488995 0 0 0 KAREN BOVID FACULTY, DEPT OF ORTHOPAEDIC SURGERY 439908 0 2073 0 7308 0 13939 0 15892 0 479120 0 0 0 SAAD SHEBRAIN PROGRAM DIRECTOR, DEPT OF SURGERY 335932 0 79948 0 8465 0 12931 0 16877 0 454153 0 0 0 DEBRA TAUBEL PROGRAM DIRECTOR, DEPT OF OBSTETRICS 389384 0 73 0 0 0 28113 0 15892 0 433462 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 HAL B. JENSON $15,000 JOSEPH D'AMBROSIO $15,000 KEITH KENTER $15,000 JOSEPH WEISTROFFER $7,287 KAREN BOVID $15,000 SAAD SHEBRAIN $15,000 DEBRA TAUBEL $4,955 X MEDICAL EQUIPMENT 4 100792 FAIR MARKET VALUE 0 0 0 PART I, COLUMN (B): THE AMOUNT LISTED IN COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED. FORM 990, PART I, BOX C: WMU SOM, WMED, WMU SCHOOL OF MEDICINE CLINICS, WMU SCHOOL OF MEDICINE FAMILY MEDICINE CLINIC, WMU SCHOOL OF MEDICINE INTERNAL MEDICINE CLINIC, WMU SCHOOL OF MEDICINE/PEDIATRIC CLINIC, WMU SCHOOL OF MEDICINE PEDIATRIC CLINIC, WMU SCHOOL OF MEDICINE ORTHOPEDIC CLINIC, WMU SCHOOL OF MEDICINE GENERAL SURGERY CLINIC, WMU SCHOOL OF MEDICINE PSYCHIATRY CLINIC, MICHIGAN STATE UNIVERSITY KALAMAZOO CENTER FOR MEDICAL STUDIES, INC., MSU/KALAMAZOO CENTER FOR MEDICAL STUDIES, MSU/KCMS, KCMS, KALAMAZOO FAMILY MEDICINE, SOUTHWEST MICHIGAN INNOVATION CENTER CORE LIFE SCIENCES LAB, SMIC-CLS, SMIC-LML, SOUTHWEST MICHIGAN INNOVATION CENTER LAUNCH MI LAB, SOUTHWEST MICHIGAN INNOVATION CENTER, INC., SOUTHWEST MICHIGAN INNOVATION CENTER 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 HEALTH. 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 OF THE BOARD, THAT HAS THE AUTHORITY TO ACT ON BEHALF OF THE BOARD OF DIRECTORS IN THIS MATTER. THE RETURN WAS 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/FOUNDING 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 2018. 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. LATE FILED RETURN DUE TO CCH SOFTWARE OUTAGE