2015-02-09T15:07:50-06:00 2014-06-30 BDO USA LLP 1100 Peachtree Street Suite 700 ATLANTA GA 303094516 990 2013-07-01 581438873 Morehouse School of Medicine % F JOHN CASE EDD MORE 4047521500 720 westview drive sw Suite atlanta GA 30310 F JOHN CASE SR. VP FOR OPERATIONS/CFO 4047566683 2015-02-09 true Sandra L Feinsmith P01064157 4047566683 2013 2016-02-25 16:41:14Z Dr Montgomery Rice PresDean 720 westview drive sw atlanta GA 30310 179566861 false X www.msm.edu X 1975 GA see schedule o, organization's mission part III, line 1 26 24 1259 0 0 132733299 118465284 11237793 12759978 5704888 10052651 784277 1577588 150460257 142855501 2031010 2446438 0 0 86162102 85937416 0 0 1251418 55881531 41512943 144074643 129896797 6385614 12958704 170553875 182771532 19926973 30760319 150626902 152011213 X SEE SCHEDULE O, ORGANIZATION'S MISSION PART III, LINE 1 false false 96023933 2446438 14337566 see schedule o, organization's overview, part iii, line 4a 96023933 true true false true false false false false false true true true false false false true false true true false false true false false false false false false true true false false false false false false false false false false false false false true false false false true 779 0 1259 true false false false false false false false false false false X 26 24 false false false false false false false true true false false true true true true true true true true false GA X F JOHN CASE EDD 4047566683 720 WESTVIEW DRIVE SW atlanta GA 30310 ANTHONY WELTERS jd CHAIRMAN OF THE BOARD 0.0 0.0 X 0 0 0 ROBERT L WRIGHT JR VICE CHAIRMAN OF THE BOARD 0.0 0.0 X 0 0 0 WILLIAM CLEVELAND md TRUSTEE 0.0 0.0 X ARTHUR COLLINS TRUSTEE 0.0 0.0 X JACKIE COLLINS TRUSTEE 0.0 0.0 X camille davis-williams md TRUSTEE 0.0 0.0 X aaron dent TRUSTEE 0.0 0.0 X Bernice Dixon Trustee 0.0 0.0 X CHRISTOPHER EDWARDS md TRUSTEE 0.0 0.0 X JOY FITZGERALD TRUSTEE 0.0 0.0 X SUSAN GRANT TRUSTEE 0.0 0.0 X DOUglas johnson cpa TRUSTEE 0.0 0.0 X KEVIN E LOFTON fache TRUSTEE 0.0 0.0 X W THOMAS LOMAX TRUSTEE 0.0 0.0 X DOUGLAS LOVE esq TRUSTEE 0.0 0.0 X THOMAS MALONE md TRUSTEE 0.0 0.0 X SYLVESTER MCRAE MD TRUSTEE 0.0 0.0 X Woodrow Mcwilliams III MD trustee 0.0 0.0 X Rhonda Meadows md trustee 0.0 0.0 X the honorable CALVIN SMYRE TRUSTEE 0.0 0.0 X HENRY HANK THOMAS TRUSTEE 0.0 0.0 X Mark A Codner MD TRUSTEE 0.0 0.0 X Lawrence Jackson trustee 0.0 0.0 X john s wilson jr edd trustee 0.0 0.0 X byron ford phd v chair/professor,neurobiology 40.0 0.0 X 187500 20682 JOHN E MAUPIN DDS MBA PRESIDENT 40.0 5.0 X X 679615 30383 VALERIE MONTGOMERY RICE MD DEAN AND EXECUTIVE VP 40.0 5.0 X 597620 20039 DONNETTA S BUTLER SR VP ADMINISTRATION & CFO 40.0 0.0 X 785383 23989 F John Case edd SR VP ADMINISTRATION & CFO 40.0 0.0 X 118038 2128 HAROLD W JORDAN II CORPORATE SECRETARY 40.0 0.0 X 62306 7476 Santhia Curtis CORPORATE SECRETARY 40.0 0.0 X 221923 22896 ed w childs md chair of surgery 40.0 0.0 X 626800 35156 derrick j beech md facs sr assoc dean clinical affairs 40.0 0.0 X 412327 30283 ROLAND MATTHEWS MD CHAIR/ASST PROF CLIN OB/GYN 40.0 0.5 X 387015 35156 ronald moore md facs assistant professor, surgery 40.0 0.0 X 400000 35156 wilson dumornay md assistant professor, surgery 40.0 0.0 X 277832 30952 4756359 0 294296 181 false true false THE SODEXO GROUP 9801 washington boulevard GAITHERSBURG MD 20878 FACILITIES MGMT 1575215 Andrews Kurth LLP po box 201785 HOUSTON TX 77216 legal services 482316 Seqwright Inc PO Box 748196 LOS ANGELES CA 90074 Genomic Services 480000 Expression Analysis 4324 S Alston Avenue DURHAM NC 27713 RNA Sequencing 416680 Deloitte Touche LLP PO Box 7247-6446 PHILADELPHIA PA 30024 accounting 386692 19 102274882 16190402 118465284 TUITION AND FEES 611710 12759978 12759978 12759978 10040945 10040945 0 0 0 0 0 36723066 36711360 11706 11706 11706 0 0 0 OTHER SOURCES 900099 1577588 1577588 1577588 142855501 14337566 10052651 0 2244933 2244933 201505 201505 0 4832512 4832512 0 64334053 60062515 3487749 783789 4334881 3812258 466428 56195 6607597 5810971 710969 85657 5828373 5125691 627126 75556 0 943243 249814 693429 261205 261205 192448 192448 0 239246 239246 6966333 3868342 2967859 130132 80867 57598 12784 10485 3899042 2369677 1457654 71711 4358446 58057 4300389 0 2584131 96638 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Part II-A, Line 1b Morehouse School of Medicine engages in limited lobbying on issues affecting education, research, and healthcare in order to protect or enhance educational and institutional interests for our students, faculty, and staff. We provide information regarding our programs to federal and state policymakers as well as information on proposed public policies that could hamper or benefit the school. We also provide information regarding existing public policies that negatively or positively impact the institution. Our lobbying efforts focus on preserving funding for our programs that receive government appropriations each year during the development of the appropriation bill financing healthcare and scientific research. 80542818 5003867 9878382 554001 2907115 204952 91758999 67225750 12204926 5526853 680588 3391859 342264 80542818 73299072 0 -3038015 615855 2009395 410057 67225750 63402650 4781250 8254014 881000 1779154 478688 73299072 56117276 5457187 3978448 663503 1469530 17228 63402650 0.00002 0.00998 0.00000 false false 11403357 11403357 61588884 30310489 31278395 9055690 1237553 7818137 25107339 19075492 6031847 7976074 4572893 3403181 59934917 ALTERNATIVE INVESTMENTS 13931050 F 13931050 0 0 X schedule d part v question 4 intended uses of organization's endowment funds the organization's endowment funds provide support as prescribed by the donor. the organization utilizes a spending policy of 5% of the three year moving average of market values at december 31st. our endowment support for FY2014 included 16% for student scholarships and 84% for endowed chairs, research, and program support. schedule d part x question 2 ASC 740 Management evaluates any uncertain tax positions or unrecognized tax benefits or liabilities that may exist. Management does not believe that any material uncertain tax positions or unrecognized tax benefits or liabilities exist for the year ended June 30, 2014. true true false true true true true false false false false false false false false true false true EXPLANATION FOR LINE 3 IF A SCHOOL CUSTOMARILY DRAWS A SUBSTANTIAL PERCENTAGE OF ITS STUDENTS NATIONWIDE OR WORLDWIDE OR FROM A LARGE GEOGRAPHIC SECTION OR SECTIONS OF THE UNITED STATES AND FOLLOWS A RACIALLY NONDISCRIMINATORY POLICY AS TO STUDENTS, THE PUBLICITY REQUIREMENT MAY BE SATISFIED BY COMPLYING WITH SECTION 4.02. SUCH A SCHOOL MAY DEMONSTRATE THAT IT FOLLOWS A RACIALLY NONDISCRIMINATORY POLICY WITHIN THE MEANING OF THE PRECEDING SENTENCE EITHER BY SHOWING THAT IT CURRENTLY ENROLLS STUDENTS OF RACIAL MINORITY GROUPS IN MEANINGFUL NUMBERS. THE SCHOOL CURRENTLY ENROLLS A MAJORITY OF THEIR STUDENTS FROM RACIAL MINORITY GROUPS. Explanation of Line 6a The School receives various forms of financial aid and assistance from the federal government in the form of research funding, student financial aid and other financial assistance. true Sub-Saharan Africa HIV/AIds training 97965 WIRE TRANSF N/A N/A Europe (Including Iceland and Greenland) targeted research 49825 CHECK n/a n/a Sub-Saharan Africa targeted research 53715 WIRE TRANSF N/A N/A 3 false false false false false false Part I question 2 SUBRECIPIENT MONITORING The Office of Grants and Contracts is responsible for gathering updated information and documentation on the subrecipient's organization,financial stability, and financial processes and controls. Pertinent information that is accumulated, reviewed, and analyzed includes but is not limited to: Annual financial statements Annual audit reports or A-133 audit certification letter Certification that institutional management letters do not indicate any control weaknesses Financial questionnaires for non A-133 subrecipients Part II Grantees outside the U.S. University of Ghana $97,965 royal College of Surgeons of Ireland $49,825 nOGUCHI mEMORIAL iNSTITUTE IN gHANA $53,715 Part II Method of accounting Morehouse School of Medicine uses the accrual method of accounting. true scholarships paid to morehouse students 111 2244933 form 990, schedule i, part i question 1 description of organization's procedures for monitoring the use of grants all scholarships are awarded based upon specific criteria. the financial aid ofFice, based upon the criteria, recommends scholarship awards to the scholarship committee. the scholarship committee reviews the recommendations and approves the recommendations. the financial aid office then awards the scholarships. form 990, schedule i, part iii column a types of assistance provided to individuals in the united states 111 scholarships were awarded to pay tuition and fees for students attending morehouse school of medicine in the m.d. and mph degree programs. total scholarships awarded were $2,244,933. X true true X X X X X false false false false false false false false false byron ford phd v chair/professor,neurobiology 186923 577 13125 0 7557 0 208182 0 0 0 JOHN E MAUPIN DDS MBA PRESIDENT 619406 60209 17850 0 12533 0 709998 0 0 0 VALERIE MONTGOMERY RICE MD DEAN AND EXECUTIVE VP 500000 75000 22620 17850 0 2189 0 617659 0 0 0 DONNETTA S BUTLER SR VP ADMINISTRATION & CFO 252500 532883 17850 0 6139 0 809372 0 0 0 Santhia Curtis CORPORATE SECRETARY 219615 2308 15185 0 7711 0 244819 0 0 0 ed w childs md chair of surgery 625000 1800 17850 0 17306 0 661956 0 0 0 derrick j beech md facs sr assoc dean clinical affairs 400006 12321 17850 0 12433 0 442610 0 0 0 ROLAND MATTHEWS MD CHAIR/ASST PROF CLIN OB/GYN 381000 6015 17850 0 17306 0 422171 0 0 0 ronald moore md facs assistant professor, surgery 375000 25000 17850 0 17306 0 435156 0 0 0 wilson dumornay md assistant professor, surgery 269231 8601 17850 0 13102 0 308784 0 0 0 SUPPLEMENTAL COMPENSATION INFORMATION - SCHEDULE J, PART II DR. MAUPIN, THE PRESIDENT - COMPENSATION CONTRACT PROVIDES FOR A HOUSING ALLOWANCE AND CAR ALLOWANCE TOTALING $60,209 for the calendar year ENDING 12/31/13. ACCORDING TO DR. MAUPIN'S EXECUTIVE EMPLOYMENT AGREEMENT, THE BOARD OF TRUSTEES DETERMINES WHETHER HE RECEIVES A BONUS and the amount. DR. MONTGOMERY RICE, THE DEAN-COMPENSATION CONTRACT PROVIDES FOR A HOUSING ALLOWANCE AND EXECUTIVE SUPPLEMENTAL LIFE ALLOWANCE TOTALING $21,000 FOR THE CALENDAR YEAR ENDING 12/31/13. dR. cASE, THE cfo-cOMPENSATION CONTRACT PROVIDES FOR A HOUSING ALLOWANCE WHICH TOTALED $9,000 FOR THE CALENDAR YEAR ENDING 12/31/13. supplemental information form 990, part iii, line 1 Mission morehouse school of medicine is dedicated to improving the health and well-being of individuals and communities; increasing the diversity of the health professional and scientific workforce; and addressing primary health care needs through programs in education, research, and service, with emphasis on people of color and the underserved urban and rural populations in georgia and the nation. form 990, part iii, line 4a overview established in 1975 to recruit and train minority and other individuals from disadvantaged backgrounds, regardless of race or ethnicity, as physicians committed to the primary health care needs of the underserved, the school's academic stature and reputation have grown exponentially over the past three decades. Today, msm is among the nation's leading educators of primary care physicians. the majority of the more than 1,000 alumni have chosen to honor the msm mission by serving communities in inner cities and rural areas with more than 60 percent carrying forth this mission across the country including rural areas in georgia. msm commands national attention for its unique nurturing campus environment and outstanding training programs in medicine, biomedical research and public health. msm's strong emphasis on strengthening primary care, promoting prevention and early detection, and conducting research and translating discovery into community solutions and improved patient care that contributes to the elimination of health disparities, has made msm a unique institution among the nation's academic medical centers. msm's student enrollment for 2013-2014 is 372. msm awards the doctor of medicine, doctor of philosophy in biomedical sciences, master of public health, master of science in clinical research, master of science in biomedical research and master of science in biomedical technology degrees. msm's more than 200 full-time and part-time faculty members are noted in their fields for excellence in teaching, research and public policy and are known in the community for providing exceptional, culturally appropriate patient care. The majority of msm patient care and clinical training occurs at grady memorial hospital. In partnership with emory university school of medicine, msm and emory faculty and residents are responsible for more than three million patient visits a year. The expansion of msm's research enterprise particularly over the last decade has been fueled in large part by significant investments in our research infrastructure with funding from the national institutes of health (Nih), american heart association, health resources and services administration (hrsa), the georgia cancer coalition and others. The national center for primary care of msm serves as a national resource in promoting the value of primary care medicine and encouraging doctors to pursue primary care careers. it conducts practice-based research to improve health outcomes; creates protocols and tools for improving primary care effectiveness; and undertakes public policy analyses focused on making primary care services more accessible and effective. form 990, part vi, section b, question 11 governing board and management the corporation's form 990 was REVIEWED by our independent accountants, bdo usa, llp utilizing the information provided by the reporting entitY'S management and officers. bdo usa, llp conducted a collaborative review with executive management of the corporation. a copy of the form 990 was reviewed and approved by the audit committee. a complete copy was provided to the full board for review prior to filing. form 990, part vi, section b, line 12c written conflict of interest policy all actual and potential conflicts of interest shall be disclosed by board members to the executive committee of the board of trustees through the annual disclosure form, or whenever conflict arises. the disinterested members of the msm board of trustees executive committee ("the committee") shall make a determination as to whether a conflict exists and what subsequent action (if any) is appropriate. the board retains the right to modify or reverse such determination and action, and retains the ultimate enforcement authority with respect to the interpretation and application of this policy as it applies to board members. form 990, part vi, section b, line 15 process for determining compensation the administration and facilities management committee shall develop general salary and fringe benefit guidelines for the corporation's employees (which should be updated regularly); and determine and make recommendations to the board of trustees regarding compensation, including with respect to salaries and benefits paid by corporations similar to the corporation, performance-based compensation and other compensation issues. the committee shall advise the board of trustees and president on matters relating to employee pensions, retirements, insurance and other employee welfare benefits and programs. moreover the committee shall review, at least annually, the compensation, benefits and incentive compensation and other arrangements, including severance arrangements, of the officers and senior management of the corporation. (emphasis added) the committee shall determine, consistent with the long-term incentive compensation guidelines for such officers and senior management established by the board of trustees as such guidelines for such officers and senior management may be amended from time to time, the extent and the form of bonus compensation, if any, to be awarded annually or at such other times to such officers and senior management. notwithstanding the foregoing, it is expressly understood that the employee benefits and other compensation arrangements applicable to the president of the corporation shall be reviewed and set in close consultation with the chairperson of the board of trustees. form 990, part vi, section c, question 19 Availability of governing documents, conflict of interest policy, and financial statements to the general public the corporation's governing documents are a matter of public record with the state of georgia. The corporation's conflict of interest policy is a matter of public record with the state of Georgia. The corporation's financial statements are available on the entity's website. Form 990, Part XI, Line 9 Other changes in net assets The ($11,574,081) represents an intercompany elimination of accounts receivable and accounts payable. Form 990, Part XII, Queston 2b THE CORPORATION'S FINANCIAL STATEMENTS WERE AUDITED AS PART OF A CONSOLIDATED FINANCIAL STATEMENT WITH THE RELATED ORGANIZATION - MOREHOUSE healthcare morehouse healthcare 1800 HOWELL MILL ROAD atlanta GA 30318 581627802 phy services GA 501(c)(3) 11 type iii na false false false false false false false false false false false false false false false false true false false MOREHOUSe healthcare q 4904081 FMV