2018-05-15T10:11:17-05:00 2017-06-30 381357951 PLANTE & MORAN PLLC 750 Trade Centre Way Ste 300 Portage MI 49002 990 2016-07-01 454135256 WESTERN MICHIGAN UNIVERSITY SCHOOL OF MEDICINE WEST 2693774400 1000 OAKLAND DRIVE KALAMAZOO MI 49008 HAL JENSON MD PRESIDENT/CEO/FOUNDING DEAN 2693774400 2018-05-11 1 Carol LaLonde CPA P00181637 2695674500 2018-05-11 67.59.56.32 2018-05-11 08:20:28 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 58F74DC53CB874483B207ADF23CD6921384352E9 2016 2021-01-29 14:40:06Z WMU SCHOOL OF MEDICINE HAL JENSON MD 1000 OAKLAND DRIVE KALAMAZOO MI 49008 92495312 0 X MED.WMICH.EDU X 2011 MI To own and operate an institution of higher learning. 11 9 888 9 0 0 68135143 65616311 21324478 25188623 227081 208873 737087 1363778 90423789 92377585 1049381 1783269 0 0 56204129 66059302 0 0 259166 19677009 23865950 76930519 91708521 13493270 669064 121445445 124297489 82058655 83648853 39386790 40648636 X TO EDUCATE AND INSPIRE LIFELONG LEARNERS TO BE EXCEPTIONAL CLINICIANS, LEADERS, EDUCATORS, ADVOCATES AND RESEARCHERS OF TOMORROW. 0 0 32342290 480957 14074410 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. 27392310 553283 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. 17323747 1302312 10476845 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. 404015 84085 (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. 404015 84085 77462362 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 1 268 0 1 888 1 0 0 0 0 0 0 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 JOHN M DUNN 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 652547 0 31893 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 GRACE LUBWAMA MEMBER 0.50 0.00 X 0 0 0 CARRIE PICKETT-ERWAY MEMBER 0.50 0.00 X 0 0 0 J PATRICK DYSON MEMBER 0.50 0.00 X 0 0 0 SCOTT LARSON MEMBER 0.50 0.00 X 0 0 0 JOSEPH D'AMBROSIO ASSOC DEAN FOR CLINICAL AFFAIRS 40.00 0.00 X 312352 0 4865 LORI STRAUBE ASSOC DEAN OF ADMIN & FINANCE 40.00 0.00 X 0 0 0 THOMAS ZAVITZ ASSOC DEAN OF ADMIN & FINANCE - PY 40.00 0.00 X 294385 0 29163 KEITH KENTER CHAIR, DEPARTMENT OF ORTHOPEDIC SURGERY 40.00 0.00 X 719307 0 32191 KAREN BOVID FACULTY, DEPT OF ORTHOPAEDIC SURGERY 40.00 0.00 X 431362 0 30098 ERNEST YODER ASSOCIATE DEAN FOR MEDICAL EDUCATION 40.00 0.00 X 363867 0 24745 JOYCE DEJONG CHAIR, DEPARTMENT OF PATHOLOGY 40.00 0.00 X 359524 0 30258 DAVID OVERTON ASSOCIATE DEAN FOR GRADUATE MEDICAL EDUCATION 40.00 0.00 X 344855 0 29759 3478199 0 212972 107 0 1 0 WALBRIDGE 777 WOODWARD SUITE 300 DETROIT MI 48226 CONSTRUCTION 2910545 AMERICAN VILLAGE BUILDERS 4200 WEST CENTRE PORTAGE MI 49024 CONSTRUCTION 647528 GENEMARKERS LLC 126 EAST SOUTH STREET KALAMAZOO MI 49007 GENETIC TESTING SERVICES 449115 TOO CLEAN 616 CHEROKEE STREET KALAMAZOO MI 49006 JANITORIAL SERVICES 391199 BRONSON METHODIST HOSPITAL 601 JOHN STREET KALAMAZOO MI 49007 CONTRACTED TEACHING 352467 22 140350 2072764 63403197 19337 65616311 Tuition and Fees 611600 10446795 10446795 0 PATIENT SERVICE REVENUE 622000 8234088 8234088 0 CONTRACT REVENUE 611600 6336030 6336030 0 INNOVATION CENTER SERVICES 541700 98624 98624 0 CONTINUING EDUCATION REVENUE 611600 73086 73086 0 25188623 211265 211265 1297051 0 1297051 1297051 1297051 2392 -2392 -2392 -2392 22300 140350 115335 -93035 -93035 MISCELLANEOUS REVENUE 900099 159762 159762 159762 92377585 25188623 0 1572651 480957 480957 1302312 1302312 1375210 1375210 52077744 48192335 3689446 195963 3396527 3311391 79090 6046 5823676 5093400 721288 8988 3386145 3066689 304851 14605 143912 143912 97450 97450 1555962 1237035 318927 170869 20435 124834 25600 796891 513394 281010 2487 1214698 816918 397780 3670260 824337 2845923 877437 819075 57699 663 732657 674259 53859 4539 1275929 1275929 6502496 5471820 1030676 357444 254969 102475 EDUCATIONAL SUPPORT COS 2930212 2930212 MEDICAL AND RESEARCH SU 1567707 1567707 RECRUITING 1200154 348968 851186 BAD DEBT EXPENSE 341660 341660 430212 194489 235448 275 91708521 77462362 13986993 259166 1996 8537 3270911 3307767 25000 50000 3615959 3607063 97353 66112 1191013 1621048 137499285 30046516 107266502 107452769 5386951 6342572 589760 1841621 121445445 124297489 5656182 6638227 2261441 3521521 68701533 67146533 5439499 6342572 82058655 83648853 X 18317978 19286425 20447509 19430196 621303 1932015 39386790 40648636 121445445 124297489 669064 592782 0 X X 0 1 X 1 1 1 X 39610586 62520590 51265572 68135143 65616311 287148202 39610586 62520590 51265572 68135143 65616311 287148202 177916795 109231407 258383 13424 216211 826740 1508316 2823074 201048 215954 222245 182062 821309 290792585 87898110 0.37560 0.37740 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 602903 1310712 71094 2000 1543 1981166 447929 181030 -22916 3140 602903 347724 105973 -5768 447929 164007 170293 13424 347724 164007 164007 0.97520 0.02480 0 1 0 2051915 2051915 83555574 11590385 71965189 24031448 891623 23139825 23778718 15679094 8099624 4081630 1885414 2196216 107452769 DEFERRED COMPENSATION LIABILITY 6342572 6342572 91431941 592782 -1643972 -1051190 92483131 -105546 -105546 92377585 90170095 115335 115335 90054760 1653761 1653761 91708521 Part V, Line 4: THE ENDOWMENT FUNDS AT JUNE 30, 2017 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 -341,660. SCHOLARSHIPS -1,302,312. Part XI, Line 4b - Other Adjustments: FUNDRAISING EXPENSES -115,335. INVESTMENT INCOME CLASSIFIED AS EXPENSE ON FINANCIAL STATEMENTS 9,789. Part XII, Line 2d - Other Adjustments: FUNDRAISING EXPENSES 115,335. Part XII, Line 4b - Other Adjustments: BAD DEBT EXPENSE 341,660. SCHOLARSHIPS 1,302,312. INVESTMENT INCOME CLASSIFIED AS EXPENSE ON FINANCIAL STATEMENTS 9,789. 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 162650 140350 22300 9157 30022 11000 65156 162650 140350 22300 9157 30022 11000 65156 115335 -93035 1 BENAROYA RESEARCH INSTITUTE 1201 NINTH AVE SEATTLE WA 98101 910653422 501(C)(3) 40526 JUVENILE DIABETES GRYPHON PLACE 3245 S 8TH STREET KALAMAZOO MI 49009 382808685 501(C)(3) 14014 FETAL/INFANT MORTALITY RATES OPTIMED 1000 OAKLAND DRIVE KALAMAZOO MI 49008 383185965 N/A 20200 PHARMACOGENOMIC TESTING IN COMMUNITY MENTAL HEALTH PATIENTS FERRIS STATE UNIVERSITY 420 OAK ST BIG RAPIDS MI 49307 386005159 GOVERNMENTAL 17226 PHARMACOGENOMIC TESTING IN COMMUNITY MENTAL HEALTH PATIENTS GENEMARKERS LLC 126 EAST SOUTH STREET KALAMAZOO MI 49007 208946055 N/A 388991 PHARMACOGENOMIC TESTING IN COMMUNITY MENTAL HEALTH PATIENTS 3 2 SCHOLARSHIPS 177 1302312 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 588459 0 43299 0 20789 0 13600 0 18293 0 684440 0 0 0 JOSEPH D'AMBROSIO ASSOC DEAN FOR CLINICAL AFFAIRS 297206 0 0 0 15146 0 2990 0 1875 0 317217 0 0 0 THOMAS ZAVITZ ASSOC DEAN OF ADMIN & FINANCE - PY 228366 0 34005 0 32014 0 13756 0 15407 0 323548 0 0 0 KEITH KENTER CHAIR, DEPARTMENT OF ORTHOPEDIC SURG 717550 0 0 0 1757 0 15685 0 16506 0 751498 0 0 0 KAREN BOVID FACULTY, DEPT OF ORTHOPAEDIC SURGERY 413138 0 0 0 18224 0 13601 0 16497 0 461460 0 0 0 ERNEST YODER ASSOCIATE DEAN FOR MEDICAL EDUCATION 293766 0 0 0 70101 0 11164 0 13581 0 388612 0 0 0 JOYCE DEJONG CHAIR, DEPARTMENT OF PATHOLOGY 348940 0 0 0 10584 0 13771 0 16487 0 389782 0 0 0 DAVID OVERTON ASSOCIATE DEAN FOR GRADUATE MEDICAL 335814 0 100 0 8941 0 13694 0 16065 0 374614 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 THOMAS ZAVITZ $15,000 JOSEPH D'AMBROSIO $15,000 KEITH KENTER $2,315 KAREN BOVID $15,000 ERNEST YODER $14,515 JOYCE DEJONG $15,000 DAVID OVERTON $15,000 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 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 PRIOR TO FILING. 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 2017. 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.