2012-04-23T14:08:19-05:00 2011-06-30 PLANTE & MORAN PLLC 750 TRADE CENTRE WAY STE 300 PORTAGE MI 49002 990 2010-07-01 382015695 MICHIGAN STATE UNIVERSITY KALAMAZOO CENTER FOR MEDICAL STUDIES MICH 2693374400 1000 OAKLAND DRIVE KALAMAZOO MI 490081284 THOMAS E ZAVITZ 2693374400 2012-04-13 1 CAROL LALONDE CPA 2695674500 2010 2016-02-24 21:20:13Z KALAMAZOO FAMILY MEDICINE DR ELIZABETH BURNS 1000 OAKLAND DRIVE KALAMAZOO MI 490081284 48588477 0 X WWW.KCMS.MSU.EDU X 1973 MI TO RECEIVE AND ADMINISTER FUNDS FOR SCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES, AND TO INSTITUTE, OPERATE, MANAGE, AND CONDUCT MEDICAL EDUCATION AND TRAINING FOR THE EXCLUSIVE BENEFIT OF BORGESS HOSPITAL, BRONSON HOSPITAL, OTHER HOSPITALS, AND OTHER MEDICALLY RELATED ORGANIZATIONS. 19 10 597 30 60500 0 35889279 37219103 10868170 11256086 336 324 157130 104227 46914915 48579740 0 0 0 0 38161096 40354205 0 0 0 8323302 8156693 46484398 48510898 430517 68842 15246886 17102720 9275114 11062106 5971772 6040614 MICHIGAN STATE UNIVERSITY KALAMAZOO CENTER FOR MEDICAL STUDIES IS A MEDICAL COMMUNITY AND UNIVERSITY COLLABORATION PROVIDING EXCELLENCE IN UNDERGRADUATE, GRADUATE, AND CONTINUING MEDICAL EDUCATION, RESEARCH, AND PATIENT-CENTERED CARE. 0 0 40713783 10874001 MSU KCMS IS A UNIQUE UNIVERSITY/COMMUNITY-BASED INTEGRATED PROGRAM OFFERING RESIDENCY EDUCATION IN THE FOLLOWING PROGRAMS: EMERGENCY MEDICINE, FAMILY MEDICINE, GENERAL SURGERY, INTERNAL MEDICINE, MEDICINE/PEDIATRICS, ORTHOPAEDIC SURGERY, PEDIATRICS, PSYCHIATRY AND TRANSITIONAL, AS WELL AS AN OSTEOPATHIC TRADITIONAL INTERNSHIP AND A SPORTS MEDICINE FELLOWSHIP. 634757 258893 PROVIDING GRADUATE AND UNDERGRADUATE CONTINUING EDUCATION SERVICES IN SOUTHWEST MICHIGAN. 523485 123192 PROVIDING EDUCATION AND RESEARCH IN THE APPROPRIATE USE OF COMPUTERS IN MEDICAL EDUCATION AND PRACTICE, AND PROVIDING RESEARCH OPPORTUNITIES IN SOUTHWEST MICHIGAN. 41872025 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 116 0 1 597 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 X 19 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MI X AMY SMITCHOLS 2693374411 1000 OAKLAND DRIVE KALAMAZOO MI 490081284 ELIZABETH BURNS 40.00 X X 332158 0 38621 J PATRICK DYSON 0.50 X X 0 444003 93886 SCOTT LARSON 0.50 X X 0 498151 20706 RICHARD FELBINGER 0.50 X 0 340884 102690 ANTHONY OLIVIA MD 0.50 X 0 0 0 FRANK J SARDONE 0.50 X 0 1098206 26435 KENNETH TAFT 0.50 X 0 596657 29179 JOHN JONES 0.50 X 0 270493 26793 MARSHA RAPPLEY MD 0.50 X 0 0 0 ARON SOUSA MD 0.50 X 0 0 0 KAREN CROSBY 0.50 X 0 0 0 STEPHEN DURST PHD 0.50 X 0 0 0 JERRY KOOIMAN 0.50 X 0 0 0 EARLIE WASHINGTON PHD 0.50 X 0 0 0 PAUL LANGE MD 0.50 X 0 320287 41935 DAVID CHRIST MD 0.50 X 0 0 0 TERRY BAXTER 0.50 X X 0 266033 110103 THOMAS BLOK 0.50 X 0 243226 46793 ROBERT DOUD 0.50 X 0 185216 8411 IAN MATHISON 0.50 X 0 0 0 MICHAEL PEIKERT 0.50 X 0 0 0 THOMAS ZAVITZ 40.00 X 206417 0 38972 DONALD GREYDANUS 40.00 X 465502 0 28683 DALE ROWE 40.00 X 458720 0 41940 EARL NORMAN 40.00 X 353598 0 45548 JOSEPH CHESS 40.00 X 295824 0 44727 CHRISTIAN ERTL 40.00 X 284673 0 29299 2396892 4263156 774721 66 0 1 0 MD-IT TRANSCRIPTION SERVICES PO BOX 844797 DALLAS TX 75284 TRANSCRIPTION SERVICES 216618 TOO CLEAN INC 1613 RIVERVIEW DRIVE KALAMAZOO MI 49004 JANITORIAL SERVICES 178805 SOUTHWEST MI EMERGENCY 125 S KALAMAZOO MALL STE 204 KALAMAZOO MI 49007 PHYSICIAN SERVICES 149952 KALAMAZOO EMERGENCY ASSC 1535 GULL ROAD KALAMAZOO MI 49048 PHYSICIAN SERVICES 112464 VISTA STAFFING SOLUTIONS 675 EAST 2100 SOUTH STE 3900 SALT LAKE CITY UT 84106 PHYSICIAN RECRUITING SERVICES 105538 6 13375 36082469 1123259 37219103 PATIENT REVENUE 624100 10493667 10493667 PHYSICIAN CONTRACTS 541900 673658 673658 RESEARCH & EDUCATION 541700 58409 58409 CONFERENCE FEES 541700 30352 30352 11256086 324 324 0 13375 8737 -8737 -8737 BUILDING MAINTENANCE 561700 60500 60500 MISCELLANEOUS 900099 52464 52464 112964 48579740 11256086 60500 44051 659200 659200 31740728 30541933 1198795 1362217 1355392 6825 4553033 4233790 319243 2039027 1916042 122985 51669 2410 49259 51700 51700 1693928 408977 1284951 62509 10844 51665 223644 173483 50161 707741 372135 335606 744903 644200 100703 8528 8528 889425 602041 287384 252644 252644 BAD DEBT 1071242 1071242 MEDICAL SUPPLIES 761105 699730 61375 REPAIRS AND MAINTENANCE 507700 160826 346874 RECRUITING 477097 231986 245111 RESEARCH 256618 256618 396240 261618 134622 48510898 41872025 6638873 0 468184 199900 1276514 2170313 50530 62831 493669 160292 18157029 12068488 6379749 6088541 0 0 6578240 8420843 15246886 17102720 2530421 2941115 402427 299679 28954 6313312 7821312 9275114 11062106 X 5876303 5956305 95469 84309 5971772 6040614 15246886 17102720 68842 0 X X 0 1 1 X 0 X X X 0 0 0 BORGESS MEDICAL CENTER 381360526 3 1 1 1 0 BRONSON METHODIST HOSPITAL 381359087 3 1 1 1 0 2 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9102050 6049888 3052162 1298144 862841 435303 6804909 4523040 2281869 951926 632719 319207 6088541 DEFERRED COMPENSATION PLAN ASSETS 8420843 8420843 DEFERRED COMPENSATION LIABILITY 7821312 7821312 48579740 48510898 68842 0 68842 48588477 0 48588477 -8737 -8737 48579740 48519635 8737 8737 48510898 0 48510898 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE CENTER IS EXEMPT FROM INCOME TAX UNDER PROVISIONS OF INTERNAL REVENUE CODE SECTION 501(C)(3). ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE CENTER AND RECOGNIZE A TAX LIABILITY IF THE CENTER HAS TAKEN AN UNCERTAIN TAX 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 CENTER AND HAS CONCLUDED THAT AS OF JUNE 30, 2011, 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 CENTER 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 FISCAL YEAR 2008. PART XII, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES -8,737. PART XIII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 8,737. X X X X 0 1 0 0 0 0 0 0 0 ELIZABETH BURNS 248352 0 48284 0 35522 0 25084 0 13537 0 370779 0 0 0 J PATRICK DYSON 0 307227 0 84981 0 51795 0 80285 0 13601 0 537889 0 0 SCOTT LARSON 0 316170 0 109341 0 72640 0 6763 0 13943 0 518857 0 0 RICHARD FELBINGER 0 259825 0 27277 0 53782 0 76725 0 25965 0 443574 0 0 FRANK J SARDONE 0 628958 0 295480 0 173768 0 10731 0 15704 0 1124641 0 0 KENNETH TAFT 0 394456 0 126191 0 76010 0 10731 0 18448 0 625836 0 0 JOHN JONES 0 204482 0 46753 0 19258 0 9499 0 17294 0 297286 0 0 PAUL LANGE MD 0 303964 0 0 0 16323 0 15334 0 26601 0 362222 0 0 TERRY BAXTER 0 202796 0 27090 0 36147 0 108416 0 1687 0 376136 0 0 THOMAS BLOK 0 229962 0 0 0 13264 0 20792 0 26001 0 290019 0 0 ROBERT DOUD 0 150711 0 22597 0 11908 0 6716 0 1695 0 193627 0 0 THOMAS ZAVITZ 147492 0 24054 0 34871 0 21134 0 17838 0 245389 0 0 0 DONALD GREYDANUS 197397 0 0 0 268105 0 10084 0 18599 0 494185 0 0 0 DALE ROWE 440218 0 0 0 18502 0 25084 0 16856 0 500660 0 0 0 EARL NORMAN 320756 0 0 0 32842 0 25084 0 20464 0 399146 0 0 0 JOSEPH CHESS 268876 0 0 0 26948 0 25084 0 19643 0 340551 0 0 0 CHRISTIAN ERTL 273826 0 0 0 10847 0 10084 0 19215 0 313972 0 0 0 PART I, LINE 4B ELIZABETH BURNS, DALE ROWE, EARL NORMAN, AND JOSEPH CHESS RECEIVED $15,000 CONTRIBUTIONS AND THOMAS ZAVITZ RECEIVED A $12,535 CONTRIBUTION AS PARTICIPANTS IN A NON-QUALIFIED RETIREMENT PLAN. MICHIGAN STATE HOSPITAL FINANCE AUTHORITY 382889417 59465HEP7 2007-03-28 10000000 CAPITAL EXPENDITURES 0 0 1 MICHIGAN STATE HOSPITAL FINANCE AUTHORITY 382889417 59465HGU4 2008-02-06 5000000 CAPITAL EXPENDITURES 0 0 1 208970 1659 207311 2007 0 0 1 1 426030 3381 422649 2008 0 0 1 1 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 SCHEDULE K PARTS I AND II PROCEEDS OF ISSUE THE ISSUE PRICE OF THE 2 BOND ISSUES IS THE TOTAL ISSUE PRICE PER FORM 8038 WHICH INCLUDES AMOUNTS ISSUED TO OTHER ORGANIZATIONS UNDER A POOLED FINANCING ARRANGEMENT. THE TOTAL PROCEEDS OF ISSUE SHOWN IN PART II IS THE AMOUNT OF THE BOND ISSUE ALLOCATED TO MICHIGAN STATE UNIVERSITY KALAMAZOO CENTER FOR MEDICAL STUDIES. DOING BUSINESS AS FORM 990, PART I, ITEM C MSU/KCMS UNIVERSITY MEDICAL AND HEALTH SCIENCES CENTER FORM 990, PART VI, SECTION B, LINE 11 REVIEW OF THE 990 WAS COMPLETED WITH KEY MEMBERS OF THE EXECUTIVE FINANCE COMMITTEE WHICH IS A SUB GROUP OF THE BOARD OF DIRECTORS AND IS THE GOVERNING BODY FOR ALL FINANCIAL RELATED MATTERS. FORM 990, PART VI, SECTION B, LINE 12C WE HAVE AN ACTIVE COMPLIANCE COMMITTEE THAT MEETS 3-4 TIMES A YEAR THAT REVIEW COMPLIANCE ACTIVITIES. THE COMPLIANCE PLAN FOR THE NEXT YEAR AND A FORMAL REPORT OF COMPLIANCE ACTIVITES FOR THE PAST YEAR IS PROVIDED TO THE BOARD OF DIRECTORS TO REVIEW AND APPROVE. ANY BOARD 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 DEPT TO PROVIDE TO THE EXECUTIVE FINANCE COMMITTEE WHO FORMALLY APPROVES THE ANNUAL COMPENSATION OF THE CEO. COMPENSATION FOR THE COO AND OTHER KEY EMPLOYEES IS DETERMINED IN THE SAME MANNER AND APPROVED BY THE CEO. THE MOST RECENT YEAR THIS PROCESS WAS UNDERTAKEN WAS FISCAL YEAR 2011. FORM 990, PART VI, SECTION C, LINE 19 FEDERAL TAX LAW DOES NOT REQUIRE THAT SUCH DOCUMENTS BE MADE PUBLICLY AVAILABLE AND THEREFORE, THEY ARE NOT AVAILABLE TO THE GENERAL PUBLIC. FORM 990, PART XII, LINE 2C: THERE HAS BEEN NO CHANGE IN PROCESS FROM PRIOR YEAR. BORGESS MEDICAL CENTER 1521 GULL RD KALAMAZOO MI 49048 381360526 HOSPITAL MI 501(C)(3) LINE 3 N/A 1 BRONSON METHODIST HOSPITAL 601 JOHN ST 012 KALAMAZOO MI 49007 381359087 HOSPITAL MI 501(C)(3) LINE 3 N/A 1 WEST MICHIGAN CANCER CENTER 200 NORTH PARK STREET KALAMAZOO MI 49007 383061574 HOSPITAL MI 501(C)(3) LINE 3 N/A 1 WEST MICHIGAN AIR CARE 1535 GULL ROAD KALAMAZOO MI 490481650 383067256 MEDICAL TRANSPORT MI 501(C)(3) LINE 9 N/A 1 0 0 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 BORGESS MEDICAL CENTER C 17674795 CASH CONTRIBUTED BRONSON METHODIST HOSPITAL C 17674795 CASH CONTRIBUTED BORGESS MEDICAL CENTER O 334838 COSTS INCURRED BRONSON METHODIST HOSPITAL O 187508 COSTS INCURRED WEST MICHIGAN AIR CARE P 82303 COSTS INCURRED MICHIGAN STATE UNIVERSITY L 1090400 ALLOCATION OF COSTS