2022-10-05T15:51:39-05:00 2021-11-30 861065772 DELOITTE TAX LLP 50 SOUTH SIXTH STREET MINNEAPOLIS MN 55402 990 2020-12-01 522000824 VAN ANDEL EDUCATION INSTITUTE VANA 6162345000 333 BOSTWICK AVENUE NE GRAND RAPIDS MI 49503 TIMOTHY J MYERS CFO 6162345000 2022-10-05 1 TIMOTHY MYERS 999009999 ANNE FULTON P00941863 6123974000 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z TIMOTHY J MYERS 333 BOSTWICK AVENUE NE GRAND RAPIDS MI 49503 4478189 0 X HTTPS://VAEI.VAI.ORG/ X 1996 MI OPERATION OF THE VAN ANDEL INSTITUTE GRADUATE SCHOOL (VAIGS) AND VAN ANDEL EDUCATION INSTITUTE (VAEI). 5 4 27 0 0 0 4359696 4475303 7101 2886 -213714 0 0 0 4153083 4478189 3305268 3222636 0 0 401560 436745 0 0 6676 417977 464297 4124805 4123678 28278 354511 4597370 5116980 1796843 1975663 2800527 3141317 X OPERATION OF VAN ANDEL INSTITUTE GRADUATE SCHOOL (VAIGS) AND VAN ANDEL EDUCATION INSTITUTE (VAEI). 0 0 439379 2886 VAN ANDEL EDUCATION INSTITUTE ("VAEI") OFFERS EDUCATION PROGRAMS FOR K-12 STUDENTS AND TEACHERS. VAEI IS DEDICATED TO CREATING CLASSROOMS WHERE CURIOSITY AND CREATIVITY THRIVE. VAEI PROGRAMS INCLUDE AFTER-SCHOOL PROGRAMS AND SUMMER CAMPS. VAEI SERVED MORE THAN 300 STUDENTS IN 2021. 3222636 3222636 VAEI SUPPORTS THE VAN ANDEL INSTITUTE GRADUATE SCHOOL("VAIGS") IN FULFILLING ITS MISSION TO DEVELOP BIOMEDICAL RESEARCH LEADERS THROUGH A GRADUATE PROGRAM IN MOLECULAR AND CELL BIOLOGY WITH AN EMPHASIS ON THE APPLICATION OF BASIC SCIENCE TO IMPROVE HUMAN HEALTH AND WELL-BEING. GRADUATES OF THE PROGRAM, WITH PHD OR MS DEGREES, WILL BE PREPARED TO LEAD RESEARCH IN ACADEMIC OR INDUSTRY SETTINGS, APPLY BASIC RESEARCH TO IMPORTANT MEDICAL ISSUES, PROVIDE PROFESSIONAL SERVICES SUPPORTING RESEARCH AND ITS APPLICATION, AND SHARE THEIR KNOWLEDGE AND EXPERIENCE WITH SCIENTISTS, PHYSICIANS, AND THE PUBLIC. VAN ANDEL RESEARCH INSTITUTE ("VARI") INVESTIGATORS TEACH STUDENTS IN CLASSROOM AND LABORATORY.(SEE SCH O)VAIGS WAS GRANTED REAFFIRMATION OF ACCREDITATION BY THE HIGHER LEARNING COMMISSION OF THE NORTH CENTRAL ASSOCIATION OF COLLEGES AND SCHOOLS IN MAY 2018. 3662015 1 1 0 1 0 0 0 0 0 1 1 1 0 0 1 1 0 1 1 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 29 0 1 27 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 4 1 0 0 0 0 1 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 MI X TIMOTHY J MYERS CFO 6162345368 333 BOSTWICK AVENUE NE GRAND RAPIDS MI 495032518 DAVID VAN ANDEL CHAIRMAN / CEO 1.00 52.00 X X 0 433141 35955 DR JUAN OLIVAREZ VAEI TRUSTEE 1.00 1.00 X 9000 2000 0 DR JAMES BULTMAN VAEI TRUSTEE 1.00 1.00 X 9000 7500 0 SUSAN MEELL VAEI TRUSTEE 1.00 0.00 X 10000 0 0 TERESA WEATHERALL-NEAL VAEI TRUSTEE 1.00 0.00 X 10000 0 0 TIMOTHY MYERS CHIEF FINANCIAL OFFICER/VP 1.00 52.00 X 0 374610 66577 TERRA TARANGO VAEI DIRECTOR 53.00 0.00 X 172259 129923 45625 DR STEVE TRIEZENBERG DEAN OF GRADUATE SCHOOL 0.00 53.00 X 0 314810 52604 DR THOMAS CURRAN JR GENERAL COUNSEL 1.00 52.00 X 0 402445 70627 GERALD CALLAHAN CHIEF STRATEGIC OFFICER 1.00 52.00 X 0 447678 70720 RANDY SCHREGARDUS MANAGER OF PROFESSIONAL DEVELOPMENT 15.00 30.00 X 36299 89016 23432 TEMPLE IRELAND-ROSENBERGER VAEI ASSOCIATE DIRECTOR 15.00 30.00 X 55574 121794 30260 JOHN A VASQUEZ DIRECTOR OF ASSESSMENT & PROF. DEVELOPMENT 0.00 45.00 X 0 109522 19419 CHRISTY MAYO DIRECTOR OF ENROLLMENT & RECORDS 0.00 45.00 X 0 100598 19631 302132 2533037 434850 1 0 1 0 OWEN-AMES-KIMBALL CO 300 IONIA NW GRAND RAPIDS MI 49503 CONSTRUCTION 579722 1 4368954 7332 99017 4475303 SCIENCE INSTRUCTION 611600 2886 2886 2886 4478189 2886 0 0 3222636 3222636 85302 49302 36000 244313 244313 19019 19019 75468 75468 12643 12643 23262 23262 18000 18000 22991 22909 82 1053 961 92 68 68 1848 1848 11037 11037 ALLOCATED EXPENSES 357449 350773 6676 BANK FEES 13267 414 12853 EQUIPMENT 11296 11296 0 MISCELLANEOUS 2888 2888 1138 1138 4123678 3662015 454987 6676 52125 47657 253990 263730 6833 8542 89136 84874 6110 4262 2234211 2281021 2044101 2511768 4597370 5116980 1458529 1642065 312447 304916 25867 28682 1796843 1975663 X 2244595 2525770 555932 615547 2800527 3141317 4597370 5116980 X 354511 583952 -597673 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 4123679 4123679 356184 89046 0 0 457155 421357 356240 356184 1590936 2386404 0 0 0 0 0 114289 105339 89060 89046 397734 596601 0 0 0 0 0 4278312 561000 583952 630475 4792789 4392704 321379 288399 724170 4278312 4339720 336000 342145 625161 4392704 4674437 550000 83475 968192 4339720 4319610 96000 521015 262188 4674437 0.93000 0.07000 0 1 1 33716 33716 0 52630 48368 4262 2790 2790 0 4262 ALTERNATIVE INVESTMENTS 2511768 F 2511768 DEFERRED SOCIAL SECURITY 28682 28682 X 6057719 583952 995578 1579530 4478189 0 4478189 5119256 995578 995578 4123678 0 4123678 PART V, LINE 4: TO SUPPORT THE EDUCATION MISSIONS OF VAEI BY SUPPLYING A SOURCE OF INCOME FOR ITS OPERATING EXPENDITURES. PART X, LINE 2: THERE ARE NO UNCERTAIN TAX POSITIONS RELATED TO VAEI. PART XI, LINE 2D - OTHER ADJUSTMENTS: VAN ANDEL INSTITUTE GRADUATE SCHOOL PROGRAM AND GRANT REVENUE PART XII, LINE 2D - OTHER ADJUSTMENTS: PRINCIPAL OPERATIONS OF THE VAN ANDEL INSTITUTE GRADUATE SCHOOL PART V VAN ANDEL INSTITUTE (A RELATED ORGANIZATION) MAINTAINS ENDOWED FUNDS FOR THE BENEFIT OF BOTH VAN ANDEL RESEARCH INSTITUTE (A RELATED ORGANIZATION) AND VAN ANDEL EDUCATION INSTITUTE TO FUND OPERATING EXPENSES. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 POLICY WAS MADE KNOWN TO THE GENERAL COMMUNITY VIA WEBSITE AND NUMEROUS ONLINE FORUMS. IN ADDITION, THE DEAN AND THE ADMINISTRATIVE STAFF OF THE GRADUATE SCHOOL NORMALLY TRAVEL TO SEVERAL STATES FOR RECRUITING PURPOSES, ALTHOUGH THIS WAS PAUSED DUE TO THE PANDEMIC. THIS COURSE OF ACTION WAS EXPECTED TO BE AN EFFECTIVE METHOD OF PUBLICIZING THE POLICY TO THE GENERAL COMMUNITY. SCHEDULE E, PART I, LINE 6 VAN ANDEL EDUCATION INSTITUTE RECEIVED AN APPROPRIATION FROM THE STATE OF MICHIGAN IN PRIOR FISCAL YEARS, OF WHICH $3,651 WAS EARNED IN FISCAL YEAR 2021. IN PRIOR FISCAL YEAR 2020, VAN ANDEL EDUCATION INSTITUTE RECEIVED A CARES ACT GRANT FROM COUNTY OF KENT, MICHIGAN IN THE AMOUNT OF $32,583, OF WHICH $3,681 WAS EARNED IN FISCAL YEAR 2021. 1 VAN ANDEL INSTITUTE GRADUATE SCHOOL 333 BOSTWICK AVENUE NE GRAND RAPIDS MI 49503 203340886 501(C)(3) 3789892 SUPPORT VAN ANDEL INSTITUTE GRADUATE SCHOOL OPERATIONS. 1 0 PART I, LINE 2: VAEI BOARD MEMBERS MEET FOUR TIMES THROUGHOUT THE YEAR. VAIGS FINANCIAL UPDATES ARE PROVIDED AND THE VAIGS BUDGET IS APPROVED. PART II PART II: $3,789,892 IS BASED ON CASH GRANTS TO VAIGS. PAGE 10, PART IX, LINE 1 INCLUDES ACCRUAL BASED GRANTS OF $3,222,636. X X X X 0 0 0 0 0 0 0 0 0 GERALD CALLAHAN CHIEF STRATEGIC OFFICER 0 340184 0 86752 0 20742 0 60993 0 9727 0 518398 0 86752 DR THOMAS CURRAN JR GENERAL COUNSEL 0 354677 0 44204 0 3564 0 60900 0 9727 0 473072 0 44204 DAVID VAN ANDEL CHAIRMAN / CEO 0 273269 0 141750 0 18122 0 34913 0 1042 0 469096 0 141750 TIMOTHY MYERS CHIEF FINANCIAL OFFICER/VP 0 312618 0 60750 0 1242 0 56850 0 9727 0 441187 0 60750 DR STEVE TRIEZENBERG DEAN OF GRADUATE SCHOOL 0 252539 0 58816 0 3455 0 42877 0 9727 0 367414 0 58816 TERRA TARANGO VAEI DIRECTOR 66030 182274 105927 -52964 302 613 26824 9074 3242 6485 202325 145482 52964 0 TEMPLE IRELAND-ROSENBERGER VAEI ASSOCIATE DIRECTOR 44075 121402 11366 0 133 392 2189 18344 3242 6485 61005 146623 0 11366 FORM 990, PART VI, SECTION A, LINE 2 VAEI, VAIGS, VAI AND VARI SHARE COMMON MANAGEMENT. AS OFFICERS OF ALL FOUR ORGANIZATIONS, DAVID VAN ANDEL AND TIMOTHY MYERS INTERACT AND WORK TOGETHER WITH TERRA TARANGO, AN OFFICER OF VAEI AND DR. STEVE TRIEZENBERG, A KEY EMPLOYEE OF VAEI AND VAIGS. THOMAS CURRAN AND GERALD CALLAHAN ARE ALSO KEY EMPLOYEES OR OFFICERS FOR VARI AND VAEI. OFFICER TIMOTHY MYERS AND DIRECTOR DR. JUAN OLIVAREZ SERVE TOGETHER ON AN UNRELATED TAX-EXEMPT ORGANIZATION BOARD. FORM 990, PART VI, SECTION A, LINE 7A THE TRUSTEES OF VAN ANDEL INSTITUTE ELECT MEMBERS OF VAEI'S GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B FOLLOWING COMPLETION OF THE FINANCIAL AUDIT, THE FORM 990 IS PREPARED AND REVIEWED BY MANAGEMENT. IT IS THEN CIRCULATED TO THE FULL BOARD FOR REVIEW AND COMMENTS PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C VAEI HAS WRITTEN CONFLICT OF INTEREST ("COI") POLICIES AND PROCEDURES WHICH ADMINISTER AND ENFORCE A PROCESS TO IDENTIFY, EVALUATE, AND MANAGE POTENTIAL CONFLICTS OF INTEREST. THESE POLICIES HAVE BEEN APPROVED BY THE BOARD OF TRUSTEES. VAI ADMINISTERS COI POLICIES AND PROCEDURES THROUGH TWO STANDING COMMITTEES: THE CONFLICTS COMMITTEE ("CC") AND THE INSTITUTIONAL COI COMMITTEE ("ICOIC"). COI POLICIES AND PROCEDURES APPLY TO AND SERVE AS A GUIDE FOR EVERYONE IN THE ORGANIZATION. IN PARTICULAR, THEY PROVIDE A USEFUL RESOURCE FOR DEVELOPING ACTIVITIES OR RELATIONSHIPS WITH OUTSIDE ENTITIES OR PERSONS, AND ESTABLISH A PROCESS FOR COMMITTEES TO REVIEW AND MANAGE POTENTIAL CONFLICTS OF INTEREST AS THEY MAY ARISE. THE CC AND ICOIC ARE CHAIRED BY THE GENERAL COUNSEL. THE CC REQUIRES ANNUAL AND UPDATED DISCLOSURES BY COVERED PERSONS AND REVIEWS AND APPROVES MANAGEMENT PLANS. ICOIC POLICIES AND PROCEDURES SERVE AS A GUIDE FOR BOARDS OF TRUSTEES AND SENIOR EXECUTIVES. IN THE EVENT A POTENTIAL COI ARISES AT THE BOARD OR SENIOR EXECUTIVE LEVEL, THE ICOIC MEETS TO REVIEW AND DETERMINE HOW TO MANAGE SUCH A POTENTIAL CONFLICT OF INTEREST IN ACCORDANCE WITH THE COI POLICIES AND PROCEDURES. FORM 990, PART VI, SECTION B, LINE 15 COMPARABILITY DATA FROM AN EXPERT THIRD PARTY IS OBTAINED AND REVIEWED BY THE INDEPENDENT, JOINT COMPENSATION COMMITTEE OF VAN ANDEL EDUCATION INSTITUTE AND RELATED ORGANIZATIONS TO DETERMINE APPROPRIATE COMPENSATION FOR THE CEO, EXECUTIVE MANAGEMENT OFFICIALS, OFFICERS, AND KEY EMPLOYEES, ON BEHALF OF VAN ANDEL EDUCATION INSTITUTE. FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS REQUIRED TO BE MADE AVAILABLE TO THE PUBLIC ARE AVAILABLE FOR PUBLIC INSPECTION UPON WRITTEN REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN NET ASSETS OF VAIGS (A RELATED ENTITY) -597,673. VAN ANDEL INSTITUTE 333 BOSTWICK AVENUE NE GRAND RAPIDS MI 495032518 522000820 SUPPORTING ORGANIZATION FOR VARI AND VAEI MI 501(C)3 12C N/A 0 VAN ANDEL RESEARCH INSTITUTE 333 BOSTWICK AVENUE NE GRAND RAPIDS MI 495032518 522000823 MEDICAL RESEARCH ORGANIZATION MI 501(C)3 4 VAN ANDEL INSTITUTE 1 VAN ANDEL INSTITUTE GRADUATE SCHOOL 333 BOSTWICK AVENUE NE GRAND RAPIDS MI 495032518 203340886 OPERATING A GRADUATE SCHOOL MI 501(C)3 2 VAN ANDEL EDUCATION INSTITUTE 1 0 1 1 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 VAN ANDEL RESEARCH INSTITUTE P 1936684 ACTUAL AMOUNT PAID VAN ANDEL RESEARCH INSTITUTE N 39579 ALLOCATED BASED ON EFFORT VAN ANDEL RESEARCH INSTITUTE O 294067 ALLOCATED BASED ON EFFORT VAN ANDEL INSTITUTE GRADUATE SCHOOL B 3789892 ACTUAL AMOUNT PAID VAN ANDEL INSTITUTE C 4368954 ACTUAL AMOUNT RECEIVED VAN ANDEL RESEARCH INSTITUTE Q 1117760 ACTUAL AMOUNT RECEIVED VAN ANDEL INSTITUTE Q 36192 ACTUAL AMOUNT RECEIVED VAN ANDEL RESEARCH INSTITUTE O 19483 ALLOCATED BASED ON EFFORT