2021-05-17T09:57:39-05:00 2020-06-30 381357951 PLANTE & MORAN PLLC 250 S HIGH ST SUITE 100 COLUMBUS OH 43215 990 2019-07-01 454135256 WESTERN MICHIGAN UNIVERSITY HOMER STRYKER MD SCHOOL OF MEDICINE WEST 2693774400 1000 OAKLAND DRIVE KALAMAZOO MI 49008 HAL JENSON MD PRESIDENT/CEO/FOUNDING DEAN 2693774400 2021-05-14 1 AMY CIMINELLO P00796388 2695674500 2021-05-14 2019 2022-09-23 18:48:47Z WMU SCHOOL OF MEDICINE HAL JENSON MD 1000 OAKLAND DRIVE KALAMAZOO MI 49008 103070127 0 X MED.WMICH.EDU X 2011 MI TO OWN AND OPERATE AN INSTITUTION OF HIGHER LEARNING. 13 10 1089 10 0 0 66203668 62432809 33211781 38379635 714365 68283 1169316 1582711 101299130 102463438 2485277 2507336 0 0 71275121 75638297 0 0 268357 29389077 27218613 103149475 105364246 -1850345 -2900808 131345306 131723544 83230461 86835148 48114845 44888396 X TO EDUCATE AND INSPIRE LIFELONG LEARNERS TO BE EXCEPTIONAL CLINICIANS, LEADERS, EDUCATORS, ADVOCATES AND RESEARCHERS OF TOMORROW. 0 0 34987302 199164 20165175 CONDUCT MEDICAL RESEARCH AND PERFORM CLINICAL ACTIVITIES NORMALLY PERFORMED BY AN INSTITUTION THAT CONDUCTS PROGRAMS OF MEDICAL EDUCATION AND TRAINING. PROVIDE FACILITY, ADMINISTRATIVE AND BUSINESS SUPPORT SERVICES TO NURTURE THE DEVELOPMENT OF HIGH TECHNOLOGY AND LIFE SCIENCE BUSINESS ENTERPRISES. 32502091 1769 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 FELLOWS WHO SATISFACTORILY COMPLETE THE PROGRAMS. 15629746 2308172 19094101 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. 1726239 487233 (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 CONTINUING EDUCATION AND TRAINING PROGRAMS FOR HEALTHCARE PROVIDERS; (C) CHARGE AND COLLECT TUITION FROM PERSONS ENROLLED AS STUDENTS IN ITS EDUCATIONAL PROGRAMS AND AWARD SCHOLARSHIPS TO STUDENTS;(D) HAVE AFFILIATIONS WITH HOSPITALS, MEDICAL CENTERS, AND PRIVATE PHYSICIAN PRACTICES WHERE STUDENTS, RESIDENTS, AND FELLOWS RECEIVE PRACTICAL EXPERIENCE AND TRAINING AS A PART OF THEIR EDUCATION AND TRAINING. 1726239 487233 84845378 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 0 1 0 1 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 190 0 1 1089 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 13 10 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 KEITH KENTER ASSOC DEAN FOR CLINICAL AFFAIRS 40.00 X 798031 0 35594 HAL B JENSON PRESIDENT/FOUNDING DEAN/DIRECTOR 40.00 X X 712477 0 52587 SAAD SHEBRAIN PROGRAM DIRECTOR, DEPT OF SURGERY 40.00 X 666077 0 21900 LISA MILLER MEDICAL DIRECTOR, DEPT OF SURGERY 40.00 X 639181 0 24283 ROBERT SAWYER CHAIR, DEPT OF SURGERY 40.00 X 571138 0 39837 KAREN BOVID FACULTY, DEPT OF ORTHOPEDIC SURGERY 40.00 X 499610 0 46608 JOSEPH WEISTROFFER PROGRAM DIRECTOR, DEPT OF ORTHOPEDIC SURGERY 40.00 X 498295 0 47900 LORI STRAUBE ASSOC DEAN OF ADMIN & FINANCE 40.00 X 292001 0 47823 LARRY F TOLBERT MEMBER 0.50 X 0 0 0 JAN VAN DER KLEY MEMBER 0.50 X 0 0 0 GRACE LUBWAMA MEMBER 0.50 X 0 0 0 CARRIE PICKETT-ERWAY MEMBER 0.50 X 0 0 0 FRANK J SARDONE SECRETARY 0.50 X X 0 0 0 SCOTT LARSON MEMBER 0.50 X 0 0 0 EDWARD MONTGOMERY CHAIRMAN 0.50 X X 0 0 0 PETER BERGMANN TREASURER 0.50 X X 0 0 0 GARY DRUSKOVICH MD MEMBER 0.50 X 0 0 0 MICHAEL WILLIAMS MD MEMBER 0.50 X 0 0 0 4676810 0 316532 138 0 1 0 STAFF CARE INC 21588 NETWORK PLACE CHICAGO IL 60673 EQUIPMENT SERVICE 869661 BRONSON HEALTHCARE GROUP 601 JOHN ST KALAMAZOO MI 49007 CONTRACTED TEACHING 733396 FISHER SCIENTIFIC 13551 COLLECTIONS CTR DR CHICAGO IL 60693 MEDICAL AND RESEARCH 465187 TOO CLEAN 213 BALCH KALAMAZOO MI 49001 CLEANING SERVICES 422806 AMERCIAN VILLAGE BUILDERS 4200 WEST CENTRE PORTAGE MI 49024 CONSTRUCTION 416076 53 241585 1634562 60556662 62432809 TUITION AND FEES 611600 19127902 19127902 PATIENT SERVICE REVENUE 622000 10550706 10550706 CONTRACT REVENUE 611600 8516819 8516819 INNOVATION CENTER SERVICES 541700 142045 142045 CONTINUING EDUCATION REVENUE 611600 42163 42163 38379635 89651 89651 1368643 0 1368643 1368643 1368643 565776 584685 2459 -18909 -2459 -21368 -21368 12375 241585 19545 -7170 -7170 HOUSEKEEPING 812900 60500 60500 FLEX FORFITURES 900099 38415 38415 PATHOLOGY FEES 621500 37757 37757 84566 84566 221238 102463438 39748278 0 282351 199164 199164 2308172 2308172 1989202 1989202 60198486 55535152 4466337 196997 3410597 3221796 181984 6817 6181633 5350089 842989 -11445 3858379 3504622 342975 10782 261092 61 261031 143911 41011 102900 2407431 1962641 444790 134278 17001 89095 28182 606540 320444 285042 1054 1465593 539223 926370 4037634 1327331 2710303 282902 180518 101185 1199 1108048 631685 471884 4479 2954087 2954087 6029148 3060619 2968529 440579 40693 399886 EDUCATIONAL SUPPORT COS 3302441 3302441 MEDICAL AND RESEARCH SU 2315651 2315651 RECRUITING 798513 344328 454185 BAD DEBT EXPENSE 387632 387632 543133 255104 257737 30292 105364246 84845378 20250511 268357 2098 6594 8825558 5943404 275800 357500 4368422 6194351 125877 94448 1672844 1721481 147447496 48712967 99725505 98734529 9620161 10838218 6440631 7267589 288410 565430 131345306 131723544 6894291 7006182 2945289 6562593 64035535 62459808 9355346 10806565 83230461 86835148 X 20813657 18903946 27301188 25984450 48114845 44888396 131345306 131723544 -2900808 -325641 0 X X 0 1 X 1 1 1 X 68135143 65616311 74200520 66203668 62432809 336588451 68135143 65616311 74200520 66203668 62432809 336588451 206620327 129968124 826740 1508316 1423128 1842955 1458294 7059433 222245 182062 187416 235648 233613 1060984 344708868 148539102 0.37700 0.38920 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: FUNDRAISING - 2015 AMOUNT: $ 33,600. 2016 AMOUNT: $ 22,300. 2017 AMOUNT: $ 39,000. 2018 AMOUNT: $ 61,781. 2019 AMOUNT: $ 12,375. MISCELLANEOUS REVENUE - 2015 AMOUNT: $ 188,645. 2016 AMOUNT: $ 159,762. 2017 AMOUNT: $ 148,416. 2018 AMOUNT: $ 173,867. 2019 AMOUNT: $ 221,238. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6655099 1105084 -325641 147352 7287190 5399552 1232944 24059 1456 6655099 1981166 3389228 35483 6325 5399552 602903 1310712 71094 2000 1543 1981166 447929 181030 -22916 3140 602903 1.00000 0 1 0 2055115 2055115 111131826 37234143 73897683 29250546 9800246 19450300 4113417 1378179 2735238 896592 300399 596193 98734529 ENDOWMENT INVESTMENTS 7267589 F 7267589 DEFERRED COMPENSATION LIABILITY 10806565 10806565 99441993 -325641 -325641 99767634 2695804 2695804 102463438 102668442 0 102668442 2695804 2695804 105364246 PART V, LINE 4: THE ENDOWMENT FUNDS AT JUNE 30, 2020 WILL BE USED FOR 1) VISITING PROFESSORS, 2) SCHOLARSHIPS, AND 3) GENERAL SUPPORT OF MEDICAL EDUCATION AND MEDICAL RELATED RESEARCH. PART XI, LINE 4B - OTHER ADJUSTMENTS: PROVISION FOR BAD DEBT 387,632. SCHOLARSHIPS 2,308,172. PART XII, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT EXPENSE 387,632. SCHOLARSHIPS 2,308,172. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 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 NOTICE IN THE KALAMAZOO GAZETTE ON SUNDAY, JUNE 30, 2013. SCHEDULE E, PART I, LINE 6 THE ORGANIZATION RECEIVED SEVERAL GRANTS FROM THE MICHIGAN DEPARTMENT OF COMMUNITY HEALTH, THE NIH, AND VARIOUS FEDERAL INCENTIVES. THE ORGANIZATION ALSO PARTICIPATES IN FEDERAL TITLE IV AID FOR STUDENTS. IMAGINE GALA 253960 241585 12375 11938 5000 2607 253960 241585 12375 11938 5000 2607 19545 -7170 1 BRONSON METHODIST HOSPITAL 601 JOHN ST KALAMAZOO MI 49007 382415081 501C3 21375 N/A N/A CLINICAL RESEARCH FERRIS STATE UNIVERSITY 420 OAK ST PRAKKEN BUILDING 254 BIG RAPIDS MI 49307 386005159 501C3 10529 N/A N/A CHARM GRANT KALAMAZOO COLLEGE 1200 ACADEMY STREET KALAMAZOO MI 49006 381358014 501C3 5467 N/A N/A EIH-2 GRANT MICHIGAN STATE UNIVERSITY 426 AUDITORIUM ROAD EAST LANSING MI 48824 386005984 501C3 12935 N/A N/A CRANIAL VAULT FRACTURE GRANT NATIONAL MEDICAL SERVICES INC 200 WELSH RD HORSHAM PA 19090 231731658 36511 N/A N/A TOXICOLOGY NORTH AMERICAN SCIENCE ASSOCIATES 6750 WALES RD NORTHWOOD OH 43619 341020232 8600 N/A N/A BAF OCCUPATIONAL RESEARCH AND ASSESSMENT INC 124 ELM ST BIG RAPIDS MI 49307 383251703 18000 N/A N/A FRACTURED HEALING DATABASE WESTERN MICHIGAN UNIVERSITY 1903 W MICHIGAN AVE KALAMAZOO MI 49008 386007327 501C3 22671 N/A N/A SAFE SLEEP WESTERN INSTITUTIONAL REVIEW BOARD PO BOX 150434 HARTFORD CT 06115 911002554 7195 N/A N/A CLINICAL RESEARCH 5 4 SCHOLARSHIPS 220 2308172 PART I, LINE 2: WMED REQUIRES DETAIL LISTINGS OF ALL GRANT EXPENDITURES. ADDITIONALLY WMED MAY REQUEST DETAIL SUPPORT TO SUBSTANTIATE GRANT EXPENDITURES. X 1 1 X X X 0 1 0 0 0 0 0 0 0 KEITH KENTER ASSOC DEAN FOR CLINICAL AFFAIRS 798031 0 0 0 0 0 26250 0 9344 0 833625 0 0 0 HAL B JENSON PRESIDENT/FOUNDING DEAN/DIRECTOR 712477 0 0 0 0 0 45500 0 7087 0 765064 0 0 0 SAAD SHEBRAIN PROGRAM DIRECTOR, DEPT OF SURGERY 375377 0 0 0 290700 0 19500 0 2400 0 687977 0 0 0 LISA MILLER MEDICAL DIRECTOR, DEPT OF SURGERY 332831 0 0 0 306350 0 19500 0 4783 0 663464 0 0 0 ROBERT SAWYER CHAIR, DEPT OF SURGERY 571138 0 0 0 0 0 39000 0 837 0 610975 0 0 0 KAREN BOVID FACULTY, DEPT OF ORTHOPEDIC SURGERY 499610 0 0 0 0 0 39000 0 7608 0 546218 0 0 0 JOSEPH WEISTROFFER PROGRAM DIRECTOR, DEPT OF ORTHOPEDIC 498295 0 0 0 0 0 45500 0 2400 0 546195 0 0 0 LORI STRAUBE ASSOC DEAN OF ADMIN & FINANCE 292001 0 0 0 0 0 44423 0 3400 0 339824 0 0 0 PART I, LINE 1A DR. JENSON RECEIVES A MEMBERSHIP TO KALAMAZOO COUNTRY CLUB, IT IS TREATED AS A TAXABLE FRINGE BENEFIT. PART I, LINE 4B THE ORGANIZATION HAS BOTH A 457(B) PLAN AND A 457(F) PLAN. THE 457(B) PLAN IS OFFERED TO ITS HIGHLY COMPENSATED EMPLOYEES AND THE 457(F) PLAN IS ONLY AVAILABLE TO THE DEAN OF THE MEDICAL SCHOOL. THE BELOW INDIVIDUALS RECEIVED PAYMENTS TO THE PLANS DURING THE YEAR: HAL B. JENSON $45,500 LORI STRAUBE $44,423 KEITH KENTER $26,250 ROBERT SAWYER $39,000 SAAD SHEBRAIN $19,500 LISA MILLER $19,500 KAREN BOVID $39,000 JOSEPH WEISTROFFER $45,500 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, SOUTHWEST MICHIGAN INNOVATION CENTER CORE LIFE SCIENCES LAB, SMIC-CLS, SMIC-LML, SOUTHWEST MICHIGAN INNOVATION CENTER LAUNCH MI LAB, SOUTHWEST MICHIGAN INNOVATION CENTER, INC., SOUTHWEST MICHIGAN INNOVATION CENTER 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 GREATER THAN 12 MONTHS, (C) ANY MORTGAGE, SECURITY INTEREST, LIEN, OR OTHER ENCUMBRANCE OF PROPERTY OR ASSETS, (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 11B APPROVAL OF THE 990 WAS COMPLETED BY THE FINANCE COMMITTEE OF THE BOARD, THAT HAS THE AUTHORITY TO ACT ON BEHALF OF THE BOARD OF DIRECTORS IN THIS MATTER. THE RETURN WAS ALSO PRESENTED AND REVIEWED AT A BOARD MEETING FOLLOWING THE FILING DEADLINE. 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 ARE PROVIDED TO THE FINANCE COMMITTEE THAT 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 THAT 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. THIS IS AN ANNUAL PROCESS WHICH WAS COMPLETED FOR FISCAL YEAR 2019. 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.