2017-05-12T16:15:39-05:00 2016-06-30 381357951 PLANTE & MORAN PLLC 750 TRADE CENTRE WAY STE 300 PORTAGE MI 49002 990 2015-07-01 454135256 WESTERN MICHIGAN UNIVERSITY SCHOOL OF MEDICINE WEST 2693774400 1000 OAKLAND DRIVE KALAMAZOO MI 49008 HAL JENSON MD PRESIDENT/CEO/FOUNDING DEAN 2693774400 2017-05-09 1 CAROL LALONDE CPA P00181637 2695674500 2017-05-01 2015 2021-01-29 14:40:06Z WMU SCHOOL OF MEDICINE HAL JENSON MD 1000 OAKLAND DRIVE KALAMAZOO MI 49008 90508606 0 X MED.WMICH.EDU X 2011 MI TO OWN AND OPERATE AN INSTITUTION OF HIGHER LEARNING. 11 9 749 9 0 0 51265572 68135143 17303283 21324478 216211 227081 215954 737087 69001020 90423789 534175 1049381 0 0 49235782 56204129 0 0 115378 17914029 19677009 67683986 76930519 1317034 13493270 106056235 121445445 79964948 82058655 26091287 39386790 X TO EDUCATE AND INSPIRE LIFELONG LEARNERS TO BE EXCEPTIONAL CLINICIANS, LEADERS, EDUCATORS, ADVOCATES AND RESEARCHERS OF TOMORROW. 0 0 24944786 235450 13917607 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 NUTURE THE DEVELOPMENT OF HIGH TECHNOLOGY AND LIFE SCIENCE BUSINESS ENTERPRISES. 24796584 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. 13957407 813931 6567639 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. 346382 1431589 (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 SCHOLARSHIP AND FELLOWSHIPS TO STUDENTS;(D) HAVE AFFILIATIONS WITH HOSPITALS, MEDICAL CENTERS AND PRIVATE PHYSICIAN PRACTICES WHERE STUDENTS, RESIDENTS, AND FELLOWS CAN RECEIVE PRACTICAL EXPERIENCE AND TRAINING AS A PART OF THEIR EDUCATION. 346382 1431589 64045159 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 1 0 1 1 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 1 222 0 1 749 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 0 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 X X 0 0 0 KATHY YOUNG TREASURER 0.50 X X 0 0 0 FRANK J SARDONE SECRETARY 0.50 X X 0 0 0 HAL B JENSON PRESIDENT/FOUNDING DEAN/DIRECTOR 40.00 X X 541072 0 36845 LARRY F TOLBERT MEMBER 0.50 X 0 0 0 JAN VAN DER KLEY MEMBER 0.50 X 0 0 0 TIM TERRENTINE MEMBER 0.50 X 0 0 0 CARRIE PICKETT-ERWAY MEMBER 0.50 X 0 0 0 J PATRICK DYSON MEMBER 0.50 X 0 0 0 KENNETH TAFT MEMBER 0.50 X 0 0 0 JOSEPH D'AMBROSIO ASSOC. DEAN OF CLINICAL AFFAIRS 40.00 X 291626 0 30684 THOMAS ZAVITZ ASSOC. DEAN OF ADMIN & FINANCE 40.00 X 276930 0 30679 KAREN BOVID FACULTY-DEPT OF ORTHOPAEDIC SURGERY 40.00 X 421838 0 35540 EARL NORMAN CHAIR-DEPARTMENT OF SURGERY 40.00 X 404478 0 35466 JOSEPH L CHESS DIRECTOR-DEPT OF ORTHOPAEDIC SURGERY 40.00 X 379889 0 21896 JOYCE DEJONG CHAIR-DEPARTMENT OF PATHOLOGY 40.00 X 344332 0 41035 DAVID T OVERTON ASSOC. DEAN OF GRADUATE MEDICAL EDUCATION 40.00 X 338499 0 39842 ELIZABETH A BURNS FORMER ASSOC. DEAN OF FACULTY AND CLINICAL AFFAIR 40.00 X 272659 0 13745 3271323 0 285732 92 1 1 0 WALBRIDGE 777 WOODWARD SUITE 300 DETROIT MI 48226 CONSTRUCTION 6018404 MERRITT HAWKINS & ASSOCIATES PO BOX 281943 ATLANTA GA 303841943 RECRUITING 825648 DIEKEMA HAMANN ARCHITECTS INC 612 SOUTH PARK STREET KALAMAZOO MI 49007 ARCHITECTURE 543398 TOO CLEAN INC 1613 RIVERVIEW DRIVE KALAMAZOO MI 49004 CLEANING SERVICES 417537 DELTA NETWORK SERVICES LLC 510 HIGHLAND AVE MILFORD MI 48381 NETWORK SERVICES 328059 19 117100 1347250 66670793 4328777 68135143 PATIENT SERVICE REVENUE 622000 10431082 10431082 0 TUITION AND FEES 611600 6482207 6482207 0 CONTRACT REVENUE 611600 4261763 4261763 0 CONTINUING EDUCATION REVENUE 611600 91038 91038 0 INNOVATION CENTER SERVICES 541700 58388 58388 0 21324478 234383 234383 592357 0 592357 592357 592357 7302 -7302 -7302 -7302 33600 117100 77515 -43915 -43915 MISCELLANEOUS REVENUE 900099 188645 188645 188645 90423789 21916835 0 371811 221568 221568 813931 813931 13882 13882 1394589 355421 1039168 44313586 40976197 3278052 59337 2459463 2339547 117831 2085 5129624 4308039 816444 5141 2906867 2647894 254416 4557 232297 232297 110100 110100 1367685 1103905 263780 102525 71844 30681 731401 394400 335663 1338 1138919 708926 429993 0 2975034 343882 2631152 955788 896885 57642 1261 451825 377140 64216 10469 941251 941251 5509654 4593986 915668 326187 199866 126321 EDUCATIONAL COSTS 2518440 2518440 RECRUITING 1125216 354344 770872 MEDICAL SUPPLIES 715801 715801 BAD DEBT EXPENSE 95083 95083 379803 66022 313272 509 76930519 64045159 12769982 115378 2150 1996 1678881 3270911 35000 25000 2225288 3615959 87052 97353 1100733 1191013 130973603 23707101 95296529 107266502 5193532 5386951 437070 589760 106056235 121445445 4929141 5656182 892275 2261441 68950000 68701533 5193532 5439499 79964948 82058655 X 4134883 18317978 21516131 20447509 440273 621303 26091287 39386790 106056235 121445445 13493270 -197767 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 447929 181030 -22916 3140 602903 347724 105973 -5768 447929 164007 170293 13424 347724 164007 164007 1.00000 0 1 0 2051915 2051915 94373366 9558300 84815066 11887570 654284 11233286 17936827 11997012 5939815 4723925 1497505 3226420 107266502 DEFERRED COMPENSATION LIABILITY 5439499 5439499 89394523 -197767 -831499 -1029266 90423789 0 90423789 76099020 77515 77515 76021505 909014 909014 76930519 PART V, LINE 4: THE ENDOWMENT FUNDS AT JUNE 30, 2016 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 -95,083. SCHOLARSHIPS -813,931. FUNDRAISING EXPENSES 77,515. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 77,515. PART XII, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT EXPENSE 95,083. SCHOLARSHIPS 813,931. 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 A GRANT FROM THE MICHIGAN DEPARTMENT OF COMMUNITY HEALTH AND VARIOUS FEDERAL INCENTIVES. 1 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANT RESEARCH RESEARCH 13882 0 0 0 0 0 0 13882 0 13882 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM DIABETES RESEARCH 13882 WIRE TRANSFER 1 0 0 0 0 0 0 PART I, LINE 2: THE ORGANIZATION REQUIRES A BUDGET TO BE SUBMITTED, ONCE EXPENSES ARE INCURRED AND INVOICED. WMED OBTAINS A DETAIL LISTING OF THE EXPENSES AND AGREES THEM TO THE BUDGET AND GRANT AGREEMENT. IMAGINE GALA 150700 117100 33600 58906 11000 7609 150700 117100 33600 58906 11000 7609 77515 -43915 1 GENEMARKERS LLC 126 E SOUTH STREET KALAMAZOO MI 49007 208946055 N/A 162925 CLINICAL TESTING FOR PGX PHASE II STUDY BRONSON HEALTH FOUNDATION 301 JOHN STREET BOX C KALAMAZOO MI 49007 382415081 501(C)(3) 15000 DATA FOR HEALTH EQUITY RESEARCH KRESA 4606 CROYDEN AVE KALAMAZOO MI 49006 381709020 115 20000 DATA FOR HEALTH EQUITY RESEARCH BENAROYA RESEARCH INSTITUTE 1201 NINTH AVE SEATTLE WA 98101 910653422 501(C)(3) 11947 DIABETES RESEARCH ON BIOMARKERS JASPER RESEARCH INC 54943 NORTH MAIN STREET MATTAWAN MI 49071 465033832 N/A 11696 STUDY OF CIRCADIAN RHYTHMS AND DIABETES 2 3 SCHOLARSHIPS 112 813931 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 432987 0 86670 0 21415 0 13600 0 23245 0 577917 0 0 0 JOSEPH D'AMBROSIO ASSOC. DEAN OF CLINICAL AFFAIRS 277151 0 73 0 14402 0 14589 0 16095 0 322310 0 0 0 THOMAS ZAVITZ ASSOC. DEAN OF ADMIN & FINANCE 230976 0 33253 0 12701 0 13151 0 17528 0 307609 0 0 0 KAREN BOVID FACULTY-DEPT OF ORTHOPAEDIC SURGERY 405200 0 9483 0 7155 0 13679 0 21861 0 457378 0 0 0 EARL NORMAN CHAIR-DEPARTMENT OF SURGERY 395392 0 373 0 8713 0 13204 0 22262 0 439944 0 0 0 JOSEPH L CHESS DIRECTOR-DEPT OF ORTHOPAEDIC SURGERY 354699 0 6673 0 18517 0 13813 0 8083 0 401785 0 0 0 JOYCE DEJONG CHAIR-DEPARTMENT OF PATHOLOGY 340352 0 73 0 3907 0 17217 0 23818 0 385367 0 0 0 DAVID T OVERTON ASSOC. DEAN OF GRADUATE MEDICAL EDUC 328523 0 2143 0 7833 0 14393 0 25449 0 378341 0 0 0 ELIZABETH A BURNS FORMER ASSOC. DEAN OF FACULTY AND CL 188375 0 68182 0 16102 0 6982 0 6763 0 286404 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 ELIZABETH A BURNS $15,000 THOMAS ZAVITZ $15,000 JOSEPH D'AMBROSIO $14,170 EARL NORMAN $15,000 JOSEPH CHESS $15,000 DAVID OVERTON $15,000 KAREN BOVID $15,000 JOYCE DEJONG $11,297 X 1 4328777 APPRAISAL 0 0 0 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 OF GREATER THAN 12 MONTHS, (C) ANY MORTGAGE, SECURITY INTEREST, LIEN, OR OTHER ENCUMBRANCE OF PROPERTY OR ASSETS, OR (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 11 APPROVAL OF THE 990 WAS COMPLETED BY THE FINANCE COMMITTEE WHO HAS THE AUTHORITY TO ACT ON BEHALF OF THE BOARD OF DIRECTORS IN THIS MATTER. THE RETURN IS ALSO LATER PRESENTED AT A BOARD MEETING FOR THEIR REVIEW. 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 IS PROVIDED TO THE FINANCE COMMITTEE WHO 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 WHO 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. THE MOST RECENT YEAR THIS PROCESS WAS UNDERTAKEN WAS FISCAL YEAR 2016. 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.