2016-09-20T16:23:01-05:00 2016-06-30 560747981 DIXON HUGHES GOODMAN LLP 440 MONTICELLO AVE SUITE 1400 NORFOLK VA 23452 990 2015-07-01 237053028 EASTERN VIRGINIA MEDICAL SCHOOL FOUNDATION EAST 7574466051 P O BOX 5 NORFOLK VA 235010005 THOMAS V RUEGER TREASURER 7574466065 2016-09-13 1 CARON CROUSE CPA P00630336 7576245253 2015 2017-02-10 21:41:12Z THOMAS V RUEGER 358 MOWBRAY ARCH NORFOLK VA 23501 22683863 0 X HTTP://WWW.EVMSFOUNDATION.ORG X 1969 VA THE EASTERN VIRGINIA MEDICAL SCHOOL FOUNDATION SERVES TO STRENGTHEN THE FINANCIAL SECURITY OF THE EASTERN VIRGINIA MEDICAL SCHOOL BY ACCEPTING, INVESTING AND MANAGING GIFTS, DONATIONS AND BEQUESTS. 23 23 0 30 0 41408 5596209 16062819 0 0 5278751 -1953375 122819 80722 10997779 14190166 6813528 6852692 0 0 356563 385451 85450 49580 314694 150717 81294 7406258 7369017 3591521 6821149 84504487 91750515 889130 366662 83615357 91383853 X THE EASTERN VIRGINIA MEDICAL SCHOOL FOUNDATION SERVES TO STRENGTHEN THE FINANCIAL SECURITY OF THE EASTERN VIRGINIA MEDICAL SCHOOL BY ACCEPTING, INVESTING AND MANAGING GIFTS, DONATIONS AND BEQUESTS. 0 0 3843713 3843713 RESTRICTED GRANTS GIVEN TO THE EASTERN VIRGINIA MEDICAL SCHOOL FOR MEDICAL RESEARCH AND EDUCATIONAL PROGRAMS 1308232 1308232 APPROPRIATIONS FOR MAINTENANCE AND OPERATIONS OF THE EASTERN VIRGINIA MEDICAL SCHOOL APPROVED BY THE BOARD OF THE FOUNDATION. 968592 968592 APPROPRIATIONS FOR PROGRAM AND PROFESSORSHIP ENHANCEMENTS OF THE EASTERN VIRGINIA MEDICAL SCHOOL APPROVED BY THE BOARD OF THE FOUNDATION. 732155 732155 APPROPRIATIONS FOR STUDENT SCHOLARSHIPS AT THE EASTERN VIRGINIA MEDICAL SCHOOL APPROVED BY THE BOARD OF THE FOUNDATION. 732155 732155 6852692 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 4 0 1 0 1 1 0 0 0 0 0 0 0 0 0 X 23 23 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AK AZ CA KY ME MD MA MI MN MO NH NJ X THOMAS V RUEGER TREASURER 7574466065 358 MOWBRAY ARCH NORFOLK VA 23501 X ANDREW S FINE ESQ SECRETARY 1.00 X X 0 0 0 THOMAS V RUEGER TREASURER 1.00 X X 0 0 0 WAYNE F WILBANKS CFA CHAIRMAN 1.00 X X 0 0 0 PAUL D CHIDESTER MD TRUSTEE 1.00 X 0 0 0 CHRISTOPHER D KASTNER TRUSTEE 1.00 X 0 0 0 RICHARD S GLASSER ESQ TRUSTEE 1.00 X 0 0 0 ROBERT C GOODMAN JR ESQ TRUSTEE 1.00 X 0 0 0 DAWN S GLYNN TRUSTEE 1.00 X 0 0 0 B THOMAS MANSBACH ESQ TRUSTEE 1.00 X 0 0 0 R BRUCE BRADLEY TRUSTEE 1.00 X 0 0 0 PAUL J FARRELL TRUSTEE 1.00 X 0 0 0 PRISCILLA T ROADY TRUSTEE 1.00 X 0 0 0 RONALD M KRAMER TRUSTEE 1.00 X 0 0 0 EDWARD L LILLY MD TRUSTEE 1.00 X 0 0 0 CHARITY A VOLMAN TRUSTEE 1.00 X 0 0 0 ALAN L WAGNER MD TRUSTEE 1.00 X 0 0 0 CYNTHIA C EARHART TRUSTEE 1.00 X 0 0 0 SUSAN R COLPITTS TRUSTEE 1.00 X 0 0 0 FRANCES P LUTER TRUSTEE 1.00 X 0 0 0 STEPHEN M SNYDER TRUSTEE 1.00 X 0 0 0 STEVEN D FREDRICKSON TRUSTEE 1.00 X 0 0 0 JANE R SHORT CFP TRUSTEE 1.00 X 0 0 0 JOHN O WYNNE JR TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 0 16062819 742659 16062819 1580964 1580964 4959358 8493697 -3534339 -3534339 -3534339 FUNDRAISING REIMBURSEMENT 541900 49580 49580 NET LIFE INSURANCE ACTIVITY 524298 31142 31142 80722 14190166 -3453617 0 1580964 6844242 6844242 8450 8450 352457 119341 233116 32994 32994 25100 25100 49580 49580 5184 5184 5958 5958 SPECIAL EVENTS AND OTHE 19417 19417 GENERAL EXPENSES 13054 13054 PLEDGE WRITE OFF 12581 12581 7369017 6852692 201631 314694 308260 1111199 3243507 2335323 1086454 1118785 77271464 83180380 1089124 2461149 1505678 1543679 84504487 91750515 889130 366662 889130 366662 X 16244441 15256980 18916443 15971934 48454473 60154939 83615357 91383853 84504487 91750515 6821149 1108553 -161206 0 X X 0 1 X 1 0 X 15650232 10208220 5024799 5596209 16062819 52542279 15650232 10208220 5024799 5596209 16062819 52542279 4007569 48534710 711791 879993 1049511 1394767 1419758 5455820 23119 28783 13375 29369 31142 125788 58123887 0.83500 0.82230 X SCHEDULE A, SECTION B, LINE 10 OTHER INCOME CONSISTS OF NET LIFE INSURANCE ACTIVITY: 2011 - $23,119 2012 - $28,783 2013 - $13,375 2014 - $29,369 2015 - $31,142 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 76185315 11708202 -1264362 2546668 84082487 76506139 1625272 536001 2482097 76185315 68776308 1644341 9063221 2977731 76506139 58090756 7118601 5207504 1640553 68776308 49893365 11035972 -911157 1927424 58090756 0.18000 0.72000 0.10000 0 0 0 AMOUNT DUE TO AFFILIATES 347153 CHARITABLE TRUST LIABILITIES 19509 366662 15087933 1108553 -49580 1058973 14028960 161206 161206 14190166 7319437 -49580 -49580 7369017 0 7369017 PART V, LINE 4: THE FOUNDATION'S ENDOWMENT CONSISTS OF APPROXIMATELY 160 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. THE ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS. NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS, INCLUDING FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS, ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICITONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: REIMBURSEMENTS FROM EVMS $49,580 PART XII, LINE 2D - OTHER ADJUSTMENTS: PAYMENTS TO FUNDRAISER AND VENDOR - REIMBURSED BY EVMS $49,580 1 HARRIS CONNECT LLC 1400 A CROSSWAYS BLVD CHESAPEAKE VA 23320 FUNDRAISING 0 0 0 32500 TSM DONOR ENGAGEMENT TEAM INC 155 COMMERCE DRIVE FREEDOM PA 15042 FUNDRAISING 0 0 0 14972 47472 AL AK AZ AR CA CO CT FL GA HI IL KS KY LA ME MD MA MI MN MS MO NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI 1 EASTERN VIRGINIA MEDICAL SCHOOL PO BOX 1980 NORFOLK VA 23501 546055378 501(C)(3) 6480770 298048 FMV EQUIPMENT: CORE CONSOLES, FOOTSWITCHES AND ATTACHMENTS SUPPORT EVMS PROFESSORSHIPS, CHAIRS, AND OPERATIONS, SCHOLARSHIPS EASTERN VIRGINIA MEDICAL SCHOOL MEDICAL GROUP PO BOX 1980 NORFOLK VA 23501 521576648 501(C)(3) 44428 RESEARCH AND EDUCATION APPROPRIATIONS, SCHOLARSHIPS 2 0 AWARDS 10 8450 PART I, LINE 2: PROGRAM EXPENDITURES ARE MONITORED BY THE ACCOUNTING OFFICE FOR FINANCIAL AVAILABILITY AND THE DEVELOPMENT OFFICE TO MATCH THE EXPENDITURE AGAINST THE DONOR RESTRICTIONS. X 46 742659 QUOTED STOCK PRICES 0 1 0 PART I, COLUMN (B): FOR LINE 9(B), THE NUMBER OF STOCKS DONATIONS RECEIVED (NOT SHARES) IS REPORTED. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS PREPARED BY MANAGEMENT WITH THE ASSITANCE OF THE EXTERNAL AUDIT FIRM. THE FORM 990 IS APPROVED BY THE FINANCE AND INVESTMENT COMMITTEE AND IS AVAILABLE FOR REVIEW BY ALL BOARD OF TRUSTEES MEMBERS PRIOR TO SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C EACH TRUSTEE OF THE BOARD IS REQUIRED TO DISCLOSE CONFLICT OF INTEREST ANNUALLY. INDEPENDENT COMMITTEES EVAULATE CONFLICT OF INTERESTS AND TRUSTEES WITH CONFLICTS OF INTEREST ARE NOT PERMITTED TO VOTE ON PROPOSALS RELATED TO CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 IT IS THE POLICY OF THE EASTERN VIRGINIA MEDICAL SCHOOL FOUNDATION TO PAY WAGES AND SALARIES WHICH APPROPRIATELY RECOGNIZE JOB RESPONSIBILITIES AND INDIVIDUAL PERFORMANCE AND ARE COMPETITIVE IN THE JOB MARKET IN ORDER TO ATTRACT, RETAIN, REWARD, AND MOTIVATE EMPLOYEES. THE WAGES AND SALARIES ARE PAID BY EASTERN VIRGINIA MEDICAL SCHOOL AND REIMBURSED BY THE FOUNDATION. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST FORM 990, PART XII, LINE 2C: NO CHANGES TO OVERSIGHT COMMITTEE FROM PRIOR YEAR