2020-11-13T09:28:57-06:00 2019-12-31 263753134 CBIZ MHM LLC 500 BOYLSTON STREET BOSTON MA 02116 990 2019-01-01 452409508 WESTERN RESERVE HEALTH EDUCATION INC WEST 3308843573 500 GYPSY LANE YOUNGSTOWN OH 44501 KIMBERLY HOWE PRESIDENT 3308843573 2020-11-12 1 CRAIG KLEIN P00734640 6177610600 2020-11-12 207.172.72.163 2020-11-12 10:52:34 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 AAFE5242E44AA74A98A743050A15125E154A43A4 2019 2021-01-29 14:40:06Z KIMBERLY HOWE 500 GYPSY LANE YOUNGSTOWN OH 44501 7438495 0 X WWW.TRUMBULLREGIONAL.ORG/ABOUT/RESIDENCIES X 2011 DE WESTERN RESERVE HEALTH EDUCATION ("WRHE") IS A NOT-FOR-PROFIT 501(C)(3) ORGANIZATION WHOSE MISSION IS TO PROVIDE LIFELONG LEARNING OPPORTUNITIES FOR PHYSICIANS AND HEALTH CARE PROFESSIONALS IN ALL AREAS OF CLINICAL CARE AND RESEARCH BY PROVIDING DIVERSE EDUCATIONAL ACTIVITIES THAT AIM TO INCREASE KNOWLEDGE, ATTITUDE, AND SKILLS; ENHANCE PRACTICE PERFORMANCE, AND; IMPROVE THE HEALTH STATUS OF OUR PATIENTS AND COMMUNITIES WE SERVE. WRHE HAS FIVE DEPARTMENTS AIMED AT FULFILLING THIS MISSION: GRADUATE MEDICAL EDUCATION, UNDERGRADUATE MEDICAL EDUCATION, CONTINUING MEDICAL EDUCATION, HEALTH SCIENCE LIBRARY AND RESEARCH. WRHE PROVIDES QUALITY MEDICAL CARE TO THE CITIZENS OF OHIO AT REDUCED RATES OR NO COST TO THOSE CITIZENS WHO LACK APPROPRIATE HEALTH CARE. 7 7 123 11 0 0 0 0 6328705 7164778 896849 21892 333634 251825 7559188 7438495 0 0 0 0 6032499 5431252 0 0 0 1526689 1662884 7559188 7094136 0 344359 8234368 14895850 8234368 14551491 0 344359 X WESTERN RESERVE HEALTH EDUCATION ("WRHE") IS A NOT-FOR-PROFIT 501(C)(3) ORGANIZATION WHOSE MISSION IS TO PROVIDE LIFELONG LEARNING OPPORTUNITIES FOR PHYSICIANS AND HEALTH CARE PROFESSIONALS IN ALL AREAS OF CLINICAL CARE AND RESEARCH BY PROVIDING DIVERSE EDUCATIONAL ACTIVITIES THAT AIM TO INCREASE KNOWLEDGE, ATTITUDE, AND SKILLS; ENHANCE PRACTICE PERFORMANCE, AND; IMPROVE THE HEALTH STATUS OF OUR PATIENTS AND COMMUNITIES WE SERVE. WRHE HAS FIVE DEPARTMENTS AIMED AT FULFILLING THIS MISSION: GRADUATE MEDICAL EDUCATION, UNDERGRADUATE MEDICAL EDUCATION, CONTINUING MEDICAL EDUCATION, HEALTH SCIENCE LIBRARY AND RESEARCH. WRHE PROVIDES QUALITY MEDICAL CARE TO THE CITIZENS OF OHIO AT REDUCED RATES OR NO COST TO THOSE CITIZENS WHO LACK APPROPRIATE HEALTH CARE. 0 0 6612137 7416603 IN 2019, WESTERN RESERVE HEALTH EDUCATION (WRHE) EDUCATED 77 NEWLY GRADUATED PHYSICIANS IN OUR GRADUATE MEDICAL EDUCATION PROGRAM IN FOUR MEDICAL SPECIALTIES. OF THOSE 77 PHYSICIANS, 19 GRADUATED AND BECAME BOARD CERTIFIED IN THEIR RESPECTIVE SPECIALTY. TWELVE PERCENT (12%) OF OUR GRADUATES ARE NOW PRACTICING MEDICINE IN THE GREATER COMMUNITY IN WHICH WE SERVE, MEETING THEIR MEDICAL NEEDS. THIRTY-TWO PERCENT (32%) OF OUR GRADUATES CONTINUED THEIR EDUCATION IN HIGHLY COMPETITIVE FELLOWSHIP PROGRAMS IN ORDER TO SUB-SPECIALIZE WITHIN THEIR SPECIALTY. IN 2019, OUR RESIDENT PHYSICIANS CONDUCTED MULTIPLE RESEARCH STUDIES OF WHICH 28 OF THOSE RESEARCH STUDIES WERE ACCEPTED FOR PRESENTATION AT INTERNATIONAL, NATIONAL AND/OR REGIONAL VENUES. DURING THE 2019 YEAR, WRHE ALSO EDUCATED 173 MEDICAL STUDENTS FROM OUR AFFILIATED MEDICAL SCHOOLS. ALSO IN 2019, WRHE CONDUCTED 123 CONTINUING MEDICAL EDUCATION (CME) EVENTS FOR PRACTICING PHYSICIANS IN OUR COMMUNITY. TWO THOUSAND ONE HUNDRED TWENTY TWO (2,122) PHYSICIANS ATTENDED THE 123 CME EDUCATION EVENTS. 6612137 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 X 0 0 1 123 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X WESTERN RESERVE HEALTH EDUCATION 3308843573 500 GYPSY LANE YOUNGSTOWN OH 44501 LAWRENCE GOLDSTEIN MD CHAIRMAN 2.00 X X 0 0 0 DIANE DEVITO VICE CHAIR 2.00 X X 0 0 0 HEATHER CHUNN TREASURER 2.00 X X 0 0 0 JULIE ALTMAN PH D SECRETARY 2.00 X X 0 0 0 RONALD BIERMAN DIRECTOR (UNTIL 10/17/19) 2.00 X 0 0 0 ABDUL GHANI MD DIRECTOR (UNTIL 10/17/19) 2.00 X 0 0 0 JOSEPH HUGAR DIRECTOR (UNTIL 10/17/19) 2.00 X 0 0 0 THOMAS HUMPHRIES DIRECTOR 2.00 X 0 0 0 DIANNE BITONTE MILADORE MD DIRECTOR 2.00 X 0 0 0 JOSEPH MOSCA PH D DIRECTOR (UNTIL 10/17/19) 2.00 X 0 0 0 GABRIEL PALMER-FERNANDEZ PH D DIRECTOR 2.00 X 0 0 0 KIMBERLY HOWE PH D PRESIDENT 40.00 X 97212 0 14639 97212 0 14639 0 0 0 0 DR PETER DEVITO MD 7600 SOUTHERN BLVD 2 YOUNGSTOWN OH 44512 PROGRAM SERVICES 142000 1 EDUCATIONAL SERVICES 611430 7164778 7164778 7164778 21892 21892 PROGRAM/TEACHING 900099 251825 251825 251825 7438495 7416603 0 21892 X 111851 111851 4292974 4290405 2569 11840 11840 692992 692992 321595 321595 76504 16304 60200 983865 716378 267487 12886 4542 8344 120508 346 120162 76804 71956 4848 13375 13375 TRAINING & EDUCATION 155388 155388 BOOKS & SUBSCRIPTIONS 115372 115372 MEMBERSHIPS & DUES 48682 47169 1513 MEALS & ENTERTAINMENT 42421 38920 3501 17079 17079 7094136 6612137 481999 0 751761 779961 320527 7428061 13620081 54546 174742 0 539 8234368 14895850 8234368 14551491 8234368 14551491 X 344359 0 344359 8234368 14895850 344359 0 X 0 0 0 X 6437291 7128710 6662339 7416603 27644943 6437291 7128710 6662339 7416603 27644943 0 6220984 6233044 6177521 6771806 25403355 6220984 6233044 6177521 6771806 25403355 2241588 896849 21892 918741 896849 21892 918741 6437291 7128710 7559188 7438495 28563684 X PART V, LINE 1A: FORMS 1099 WERE ISSUED ON BEHALF OF WESTERN RESERVE HEALTH EDUCATION, INC. BY STEWARD TRUMBULL MEMORIAL HOSPITAL, INC. [AKA TRUMBULL REGIONAL MEDICAL CENTER] (EIN: 81-5457243) PURSUANT TO A SERVICES AGREEMENT BETWEEN THE ORGANIZATIONS. FORM 990, PART VI, SECTION A, LINE 6 THE CORPORATION SHALL BE A MEMBERSHIP CORPORATION AND SHALL HAVE NO AUTHORITY TO ISSUE CAPITAL STOCK. THE MEMBERS OF THE CORPORATION SHALL BE DIRECTORS. THE INITIAL DIRECTORS SHALL BE APPOINTED BY COMMUNITY HEALTH INVESTMENT COMPANY, LLC, AND THE INITIAL DIRECTORS SHALL ACT AS THE MEMBERS, AND DIRECTORS OF THE CORPORATION UNTIL THE ELECTION OF THEIR SUCCESSORS AS PROVIDED IN THE BY-LAWS OF THE CORPORATION. FORM 990, PART VI, SECTION A, LINE 7A THE PURPOSE OF THE ANNUAL MEETING SHALL BE TO ELECT THE BOARD OF DIRECTORS OF THE CORPORATION AND TO CONDUCT ANY OTHER BUSINESS LAWFULLY BROUGHT BEFORE THE MEETING. FORM 990, PART VI, SECTION A, LINE 7B A MAJORITY OF THE TOTAL NUMBER OF MEMBERS IN OFFICE SHALL CONSTITUTE A QUORUM FOR THE TRANSACTION OF BUSINESS AT ANY MEETING OF THE MEMBERS. EACH MEMBER SHALL BE ENTITLED TO THE ONE (1) VOTE UPON ANY MATTER PROPERLY SUBMITTED FOR A VOTE TO THE MEMBERS. ANY ACTION REQUIRED OR PERMITTED TO BE TAKEN AT A MEETING BY MEMBERS MAY BE TAKEN WITHOUT A MEETING IF ALL MEMBERS CONSENT IN WRITING TO TAKING SUCH ACTION. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S MANAGMENT COMPILES INFORMATION FOR THE EXTERNAL TAX PROFESSIONALS TO PREPARE THE FORM 990. A COPY OF THE FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR AND PROVIDED TO THE FULL BOARD FOR APPROVAL PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL DIRECTORS, BOARD COMMITTEE MEMBERS, KEY LEADERS, PHYSICIANS, RESIDENTS AND ADVANCED PRACTITIONERS MUST COMPLY WITH THE REQUIREMENTS OF THE CONFLICT OF INTEREST POLICY RELATED TO POTENTIAL CONFLICTS FOR THEMSELVES OR FAMILY MEMBERS, AS DEFINED IN THE POLICY, UNLESS DEEMED EXEMPT BY LEADERSHIP. ANNUAL SURVEYS ARE EXPECTED TO BE SUBMITTED WITHIN 30 DAYS OF RECEIPT. OFFICE OF CORPORATE & PRIVACY WILL TRACK RECEIPT OF THE COMPLETED DISCLOSURE SURVEYS AND PROVIDE REGULAR UPDATES TO LEADERSHIP TO RESOLVE ANY OUTSTANDING SURVEYS. COMPLETED SURVEYS WITH REPORTED DISCLOSURES SHALL BE INITIALLY SCREENED BY THE COMPLIANCE & PRIVACY OFFICER FOR ANY REAL OR PERCEIVED CONFLICTS WHICH MAY REQUIRE A CONFLICT OF INTEREST MANAGEMENT PLAN. SURVEYS WITH REAL OR PERCEIVED CONFLICT WHICH MAY REQUIRE MANAGEMENT WILL BE ESCALATED FOR FURTHER REVIEW BY THE CHIEF COMPLIANCE OFFICER, SENIOR LEADERSHIP, AND THE BOARD CHAIRMAN AS NECESSARY. THE REVIEW GROUP SHALL DEVELOP A CONFLICT OF INTEREST MANAGEMENT PLAN THAT ADDRESSES THE SPECIFIC ISSUE OF CONCERN FOR THE INVOLVED INDIVIDUAL AS APPROPRIATE. FORM 990, PART VI, SECTION B, LINE 15 WHRE DID NOT COMPENSATE ANY OTHER OFFICERS IN 2019. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST FORM 990, PART VI, SECTION B, LINE 13: IN 2019, WHRE HAD A FORMAL WRITTEN WHISTLEBLOWER POLICY IN PLACE. GRADUATE MEDICAL EDUCATION PROGRAM ACCREDITATION STANDARDS IMPLEMENTED BY WHRE INCLUDE SOME WHISTLEBLOWER PROTECTIONS. WHRE HAD THE POLICY ADOPTED AND VOTED ON BY THE BOARD ON MAY 19, 2019. FORM 990, PART VI, SECTION B, LINE 14: IN 2019, WHRE HAD A FORMAL WRITTEN DOCUMENT RETENTION POLICY IN PLACE. GRADUATE MEDICAL EDUCATION PROGRAM ACCREDITATION STANDARDS IMPLEMENTED BY WHRE INCLUDE SOME DOCUMENT RETENTION REQUIREMENTS. WHRE HAD THE POLICY ADOPTED AND VOTED ON BY THE BOARD ON MAY 19, 2019. FORM 990, PART IX, LINE 11G PHYSICIAN FEES: PROGRAM SERVICE EXPENSES 706,892. MANAGEMENT AND GENERAL EXPENSES 217,726. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 924,618. MEDICAL SERVICES: PROGRAM SERVICE EXPENSES 9,486. MANAGEMENT AND GENERAL EXPENSES 49,761. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 59,247.