2014-05-15T15:19:42-05:00 2013-06-30 381357951 PLANTE & MORAN PLLC 750 TRADE CENTRE WAY STE 300 PORTAGE MI 49002 990 2012-07-01 454135256 WESTERN MICHIGAN UNIVERSITY SCHOOL OF MEDICINE WEST 2693374400 1000 OAKLAND DRIVE KALAMAZOO MI 49008 HAL JENSON MD 2693374400 2014-05-13 1 CAROL LALONDE CPA P00181637 2695674500 2012 2015-11-30 17:44:51Z WMU SCHOOL OF MEDICINE HAL JENSON MD 1000 OAKLAND DRIVE KALAMAZOO MI 49008 51394291 0 X MED.WMICH.EDU X 2011 MI TO OWN AND OPERATE AN INSTITUTION OF HIGHER LEARNING. 5 4 649 13 0 0 0 39610586 0 11357339 0 258383 0 167983 0 51394291 0 0 0 0 0 42004298 0 0 66990 0 9360291 0 51364589 0 29702 15994574 11523849 9898401 5397974 6096173 6125875 X 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. 0 0 24343009 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. 17452988 11287957 PERFORM CLINICAL ACTIVITIES NORMALLY PERFORMED BY AN INSTITUTION THAT CONDUCTS PROGRAMS OF MEDICAL EDUCATION AND TRAINING. 811020 50450 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. 880293 186915 (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 880293 186915 43487310 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 102 0 1 649 1 0 0 0 0 0 0 0 0 0 0 X 5 4 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 0.50 X X 0 0 0 FRANK J SARDONE 0.50 X X 0 0 0 PAUL A SPAUDE 0.50 X X 0 0 0 HAL B JENSON 40.00 X X 276728 0 30861 LARRY F TOLBERT 0.50 X 0 0 0 ELIZABETH A BURNS 40.00 X 382504 0 37055 DALE E ROWE 40.00 X 482539 0 35548 VANI J SABESAN 40.00 X 371136 0 15197 EARL M NORMAN 40.00 X 358945 0 40993 THOMAS FLYNN 40.00 X 349172 0 39513 JOSEPH CHESS 40.00 X 307499 0 32967 2528523 0 232134 70 0 1 0 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 15 429250 39181336 39610586 PATIENT SERVICE REVENUE 621110 10375569 10375569 CONTRACT REVENUE 621110 958450 958450 RESEARCH CONFERENCE REVENUE 621110 23320 23320 11357339 258383 258383 MISCELLANEOUS REVENUE 621110 167983 167983 167983 51394291 11525322 0 258383 974293 974293 33668721 31292455 2322287 53979 1535011 1394928 138495 1588 3629072 3247620 379377 2075 2197201 2005779 187378 4044 165219 165219 54000 54000 1061792 188439 873353 61291 9669 50693 929 620799 346261 272572 1966 535377 371841 163536 1208683 225939 982744 726069 671578 53102 1389 177884 116978 60016 890 2975 2975 915562 632547 283015 263291 263291 EDUCATIONAL COSTS 902064 902064 BAD DEBT EXPENSE 745931 745931 RECRUITING 647795 305905 341890 MEDICAL SUPPLIES 627163 627163 644396 402213 242053 130 51364589 43487310 7810289 66990 1800 588652 0 672400 1385306 1283400 53236 74114 606080 654865 19052783 13208430 6063732 5844353 7884420 2406065 15994574 11523849 2520022 2897724 196932 94185 7181447 2406065 9898401 5397974 X 6011384 5191606 84789 770262 164007 6096173 6125875 15994574 11523849 29702 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 164007 164007 1.00000 0 1 0 9116710 6320201 2796509 1486700 1030662 456038 7248394 5024983 2223411 1200979 832584 368395 5844353 DEFERRED COMEPNSATION PLAN ASSETS 2406065 2406065 DEFERRED COMPENSATION LIABILITY 2406065 2406065 X 50648360 -745931 -745931 51394291 0 51394291 50618658 0 50618658 745931 745931 51364589 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. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION 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 ANNUAL NOTICE IN THE KALAMAZOO GAZETTE ON SUNDAY, JUNE 30, 2013. X X X X 0 1 0 0 0 0 0 0 0 HAL B JENSON 181538 0 80000 0 15190 0 23221 0 7640 0 307589 0 0 0 ELIZABETH A BURNS 298344 0 43935 0 40225 0 24757 0 12298 0 419559 0 0 0 DALE E ROWE 460892 0 0 0 21647 0 24757 0 10791 0 518087 0 0 0 VANI J SABESAN 337662 0 0 0 33474 0 9757 0 5440 0 386333 0 0 0 EARL M NORMAN 325231 0 0 0 33714 0 24757 0 16236 0 399938 0 0 0 THOMAS FLYNN 329808 0 0 0 19364 0 24757 0 14756 0 388685 0 0 0 JOSEPH CHESS 277523 0 0 0 29976 0 24757 0 8210 0 340466 0 0 0 PART I, LINE 4B 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 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.