WESTERN MICHIGAN UNIVERSITY HOMER STRYKER M D SCHOOL OF MEDICINE: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- WESTERN MICHIGAN UNIVERSITY HOMER STRYKER M D SCHOOL OF MEDICINE (EIN 45-4135256)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-05-15
- IRS object ID
- 201431359349307918
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-05-15T15:19:42-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 381357951 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 TRADE CENTRE WAY STE 300 | AddressLine1 |
| City | PORTAGE | City |
| State | MI | State |
| ZIP Code | 49002 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 454135256 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTERN MICHIGAN UNIVERSITY SCHOOL OF MEDICINE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WEST | NameControl |
| Phone | 2693374400 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 OAKLAND DRIVE | AddressLine1 |
| City | KALAMAZOO | City |
| State | MI | State |
| ZIP Code | 49008 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | HAL JENSON MD | Name |
| Title | PRESIDENT/CEO/FOUNDING DEAN | Title |
| Phone | 2693374400 | Phone |
| Date Signed | 2014-05-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CAROL LALONDE CPA | Name |
| PTIN | P00181637 | PTIN |
| Phone | 2695674500 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
Doing Business As DoingBusinessAs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WMU SCHOOL OF MEDICINE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | HAL JENSON MD | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 OAKLAND DRIVE | AddressLine1 |
| City | KALAMAZOO | City |
| State | MI | State |
| ZIP Code | 49008 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 51394291 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | MED.WMICH.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2011 | YearFormation |
| State Legal Domicile | MI | StateLegalDomicile |
| Activity Or Mission Description | TO OWN AND OPERATE AN INSTITUTION OF HIGHER LEARNING. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 5 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 4 | NbrIndependentVotingMembers |
| Total Nbr Employees | 649 | TotalNbrEmployees |
| Total Nbr Volunteers | 13 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 39610586 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 11357339 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 0 | InvestmentIncomePriorYear |
| Investment Income Current Year | 258383 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 167983 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 0 | TotalRevenuePriorYear |
| Total Revenue Current Year | 51394291 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 42004298 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 66990 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 0 | OtherExpensePriorYear |
| Other Expenses Current Year | 9360291 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 0 | TotalExpensesPriorYear |
| Total Expenses Current Year | 51364589 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 0 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 29702 | RevenuesLessExpensesCY |
| Total Assets BOY | 15994574 | TotalAssetsBOY |
| Total Assets EOY | 11523849 | TotalAssetsEOY |
| Total Liabilities BOY | 9898401 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 5397974 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 6096173 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 6125875 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO ADVANCE THE HEALTH OF HUMANITY THROUGH EXCELLENCE IN MEDICAL EDUCATION, CLINICAL CARE, RESEARCH, AND SERVICE. THESE PURSUITS ARE INTERDEPENDENT AND TOGETHER ASSURE OPTIMAL CARE FOR TODAY AND HOPE FOR TOMORROW. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 24343009 | Expense |
| Description | 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 FELLOW WHO SATISFACTORILY COMPLETE THE PROGRAMS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 17452988 | Expense |
| Revenue | 11287957 | Revenue |
| Description | PERFORM CLINICAL ACTIVITIES NORMALLY PERFORMED BY AN INSTITUTION THAT CONDUCTS PROGRAMS OF MEDICAL EDUCATION AND TRAINING. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 811020 | Expense |
| Revenue | 50450 | Revenue |
| Description | 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. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 880293 | Expense |
| Revenue | 186915 | Revenue |
| Description | (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 CONTINUINIG 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.(E) CONDUCT MEDICAL RESEARCH | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 880293 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 186915 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 43487310 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 102 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 649 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 5 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 4 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMY SMITCHOLS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2693374411 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 OAKLAND DRIVE | AddressLine1 |
| City | KALAMAZOO | City |
| State | MI | State |
| ZIP Code | 490088011 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (11 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| JOHN M DUNN | ||||||||
| CHAIRMAN | 0.50 | X | X | 0 | 0 | 0 | ||
| FRANK J SARDONE | ||||||||
| SECRETARY | 0.50 | X | X | 0 | 0 | 0 | ||
| PAUL A SPAUDE | ||||||||
| TREASURER | 0.50 | X | X | 0 | 0 | 0 | ||
| HAL B JENSON | ||||||||
| PRESIDENT/CEO/FOUNDING DEAN/DIRECTOR | 40.00 | X | X | 276728 | 0 | 30861 | ||
| LARRY F TOLBERT | ||||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |||
| ELIZABETH A BURNS | ||||||||
| ASSOC DEAN FOR FACULTY AND CLINICAL AFFAIRS | 40.00 | 382504 | 0 | 37055 | X | |||
| DALE E ROWE | ||||||||
| CHAIR, DEPT OF ORTHOPAEDIC SURGERY | 40.00 | 482539 | 0 | 35548 | X | |||
| VANI J SABESAN | ||||||||
| FACULTY, DEPT OF ORTHOPAEDIC SURGERY | 40.00 | 371136 | 0 | 15197 | X | |||
| EARL M NORMAN | ||||||||
| CHAIR, DEPT OF SURGERY | 40.00 | 358945 | 0 | 40993 | X | |||
| THOMAS FLYNN | ||||||||
| FACULTY, DEPT OF MEDICINE | 40.00 | 349172 | 0 | 39513 | X | |||
| JOSEPH CHESS | ||||||||
| FACULTY, DEPT OF ORTHOPAEDIC SURGERY | 40.00 | 307499 | 0 | 32967 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2528523 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 232134 | TotalOtherCompensation |
| Number Individuals GT100 K | 70 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| FOLEY & LARDNER LLP | |||||
| 500 WOODWARD STE 2700 | DETROIT | MI | 48226 | CONSULTING SERVICE | 497579 |
| VISTA STAFFING SOLUTIONS | |||||
| 1000 W TEMPLE ST | LOS ANGELES | CA | 90012 | CONTRACTED PHYSICIAN SERVICE | 262012 |
| ECLINICAL WORKS | |||||
| TWO TECHNOLOGY DRIVE | WESTBOROUGH | MA | 01581 | COMPUTER MAINTENANCE | 183856 |
| CEJKA SEARCH | |||||
| PO BOX 404682 | ATLANTA | GA | 303844682 | PHYSICIAN RECRUITING SERVICES | 173568 |
| BORGESS RESEARCH INSTITUTE | |||||
| 1717 SHAFFER ST SUITE 003 | KALAMAZOO | MI | 49048 | CONTRACTED RESEARCH STAFF SERVICES | 170992 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 15 | NumberOfContractorsGT100K |
| Government Grants | 429250 | GovernmentGrants |
| All Other Contributions | 39181336 | AllOtherContributions |
| Total Contributions | 39610586 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| PATIENT SERVICE REVENUE | 621110 | 10375569 | 10375569 |
| CONTRACT REVENUE | 621110 | 958450 | 958450 |
| RESEARCH CONFERENCE REVENUE | 621110 | 23320 | 23320 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 11357339 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 258383 | TotalRevenueColumn |
| Exclusion | $258,383 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS REVENUE | Description |
| Business Code | 621110 | BusinessCode |
| Total Revenue Column | 167983 | TotalRevenueColumn |
| Related Or Exempt Function Income | 167983 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 167983 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 51394291 | TotalRevenueColumn |
| Related Or Exempt Function Income | 11525322 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $258,383 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 974293 | Total |
| Management And General | 974293 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33668721 | Total |
| Program Services | 31292455 | ProgramServices |
| Management And General | 2322287 | ManagementAndGeneral |
| Fundraising | 53979 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1535011 | Total |
| Program Services | 1394928 | ProgramServices |
| Management And General | 138495 | ManagementAndGeneral |
| Fundraising | 1588 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3629072 | Total |
| Program Services | 3247620 | ProgramServices |
| Management And General | 379377 | ManagementAndGeneral |
| Fundraising | 2075 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2197201 | Total |
| Program Services | 2005779 | ProgramServices |
| Management And General | 187378 | ManagementAndGeneral |
| Fundraising | 4044 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 165219 | Total |
| Management And General | 165219 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 54000 | Total |
| Management And General | 54000 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1061792 | Total |
| Program Services | 188439 | ProgramServices |
| Management And General | 873353 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 61291 | Total |
| Program Services | 9669 | ProgramServices |
| Management And General | 50693 | ManagementAndGeneral |
| Fundraising | 929 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 620799 | Total |
| Program Services | 346261 | ProgramServices |
| Management And General | 272572 | ManagementAndGeneral |
| Fundraising | 1966 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 535377 | Total |
| Program Services | 371841 | ProgramServices |
| Management And General | 163536 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1208683 | Total |
| Program Services | 225939 | ProgramServices |
| Management And General | 982744 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 726069 | Total |
| Program Services | 671578 | ProgramServices |
| Management And General | 53102 | ManagementAndGeneral |
| Fundraising | 1389 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 177884 | Total |
| Program Services | 116978 | ProgramServices |
| Management And General | 60016 | ManagementAndGeneral |
| Fundraising | 890 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2975 | Total |
| Management And General | 2975 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 915562 | Total |
| Program Services | 632547 | ProgramServices |
| Management And General | 283015 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 263291 | Total |
| Management And General | 263291 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| EDUCATIONAL COSTS | 902064 | 902064 | |
| BAD DEBT EXPENSE | 745931 | 745931 | |
| RECRUITING | 647795 | 305905 | 341890 |
| MEDICAL SUPPLIES | 627163 | 627163 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 644396 | Total |
| Program Services | 402213 | ProgramServices |
| Management And General | 242053 | ManagementAndGeneral |
| Fundraising | 130 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 51364589 | Total |
| Program Services | 43487310 | ProgramServices |
| Management And General | 7810289 | ManagementAndGeneral |
| Fundraising | 66990 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1800 | BOY |
| EOY | 588652 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 672400 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1385306 | BOY |
| EOY | 1283400 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 53236 | BOY |
| EOY | 74114 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 606080 | BOY |
| EOY | 654865 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 19052783 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 13208430 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6063732 | BOY |
| EOY | 5844353 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7884420 | BOY |
| EOY | 2406065 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15994574 | BOY |
| EOY | 11523849 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2520022 | BOY |
| EOY | 2897724 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 196932 | BOY |
| EOY | 94185 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7181447 | BOY |
| EOY | 2406065 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9898401 | BOY |
| EOY | 5397974 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6011384 | BOY |
| EOY | 5191606 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 84789 | BOY |
| EOY | 770262 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 164007 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6096173 | BOY |
| EOY | 6125875 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15994574 | BOY |
| EOY | 11523849 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 29702 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributions | 164007 | Contributions |
| End Of Year Balance | 164007 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 1 | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | 0 | AreRelatedOrgsListedScheduleR |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 9116710 | OtherCostOrOtherBasis |
| Depreciation | 6320201 | Depreciation |
| Book Value | 2796509 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1486700 | OtherCostOrOtherBasis |
| Depreciation | 1030662 | Depreciation |
| Book Value | 456038 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 7248394 | OtherCostOrOtherBasis |
| Depreciation | 5024983 | Depreciation |
| Book Value | 2223411 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1200979 | OtherCostOrOtherBasis |
| Depreciation | 832584 | Depreciation |
| Book Value | 368395 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 5844353 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DEFERRED COMEPNSATION PLAN ASSETS | Description |
| Book Value | 2406065 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 2406065 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DEFERRED COMPENSATION LIABILITY | Description |
| Amount | $2,406,065 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 2406065 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 50648360 | TotRevenueEtcAuditedFinclStmt |
| Other Revenues | -745931 | OtherRevenues |
| Revenue Not Rptd F990 | -745931 | RevenueNotRptdF990 |
| Revenue Subtotal | 51394291 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 51394291 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 50618658 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 50618658 | ExpensesSubtotal |
| Other Expenses Not Included | 745931 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 745931 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 51364589 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE ENDOWMENT FUNDS AT JUNE 30, 2013 WILL BE USED FOR 1) VISITING PROFESSORS, 2) SCHOLARSHIPS, AND 3) GENERAL SUPPORT OF MEDICAL EDUCATION AND MEDICAL RELATED RESEARCH. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | THE SCHOOL IS EXEMPT FROM INCOME TAX UNDER PROVISIONS OF INTERNAL REVENUE SERVICE CODE SECTION 501 C3. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE SCHOOL AND RECOGNIZE A TAX LIABILITY IF THE SCHOOL HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS OR OTHER APPLICABLE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE SCHOOL AND HAS CONCLUDED THAT AS OF JUNE 30, 2013, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE SCHOOL IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2010. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | PROVISION FOR BAD DEBT -745,931. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | BAD DEBT EXPENSE 745,931. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 0 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION | Identifier |
| Return Reference | SCHEDULE E, PART I, LINE 3 | ReturnReference |
| Explanation | 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 ANNUAL NOTICE IN THE KALAMAZOO GAZETTE ON SUNDAY, JUNE 30, 2013. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (7 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HAL B JENSON | ||||||||||||||
| PRESIDENT/CEO/FOUNDING DEAN/DIRECTOR | 181538 | 0 | 80000 | 0 | 15190 | 0 | 23221 | 0 | 7640 | 0 | 307589 | 0 | 0 | 0 |
| ELIZABETH A BURNS | ||||||||||||||
| ASSOC DEAN FOR FACULTY AND CLINICAL | 298344 | 0 | 43935 | 0 | 40225 | 0 | 24757 | 0 | 12298 | 0 | 419559 | 0 | 0 | 0 |
| DALE E ROWE | ||||||||||||||
| CHAIR, DEPT OF ORTHOPAEDIC SURGERY | 460892 | 0 | 0 | 0 | 21647 | 0 | 24757 | 0 | 10791 | 0 | 518087 | 0 | 0 | 0 |
| VANI J SABESAN | ||||||||||||||
| FACULTY, DEPT OF ORTHOPAEDIC SURGERY | 337662 | 0 | 0 | 0 | 33474 | 0 | 9757 | 0 | 5440 | 0 | 386333 | 0 | 0 | 0 |
| EARL M NORMAN | ||||||||||||||
| CHAIR, DEPT OF SURGERY | 325231 | 0 | 0 | 0 | 33714 | 0 | 24757 | 0 | 16236 | 0 | 399938 | 0 | 0 | 0 |
| THOMAS FLYNN | ||||||||||||||
| FACULTY, DEPT OF MEDICINE | 329808 | 0 | 0 | 0 | 19364 | 0 | 24757 | 0 | 14756 | 0 | 388685 | 0 | 0 | 0 |
| JOSEPH CHESS | ||||||||||||||
| FACULTY, DEPT OF ORTHOPAEDIC SURGERY | 277523 | 0 | 0 | 0 | 29976 | 0 | 24757 | 0 | 8210 | 0 | 340466 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 4B | ReturnReference |
| Explanation | HAL B. JENSON $15,000 DALE E. ROWE $15,000 ELIZABETH A. BURNS $15,000 EARL M. NORMAN $15,000 THOMAS FLYNN $15,000 JOSEPH CHESS $15,000 | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ORGANIZATION MISSION STATEMENT | 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 |
| 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 2013. | |
| 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. |