2019-11-15T12:37:25-06:00 2018-12-31 263753134 CBIZ MHM LLC 500 BOYLSTON STREET BOSTON MA 02116 990 2018-01-01 452409508 WESTERN RESERVE HEALTH EDUCATION INC WEST 3308843573 500 GYPSY LANE YOUNGSTOWN OH 44501 KIMBERLY HOWE PRESIDENT 3308843573 2019-11-15 1 CRAIG KLEIN P00734640 6177610600 2019-11-15 207.172.72.163 2019-11-15 11:17:02 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 AAFE5242E44AA74A98A743050A15125E154A43A4 2018 2020-03-31 21:24:44Z KIMBERLY HOWE 500 GYPSY LANE YOUNGSTOWN OH 44501 7559188 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. 11 11 124 13 0 0 0 0 6304336 6328705 0 896849 824379 333634 7128715 7559188 0 0 0 0 5617192 6032499 0 0 0 1511523 1526689 7128715 7559188 0 0 327967 8234368 327967 8234368 0 0 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 6904494 6662339 IN 2018, WESTERN RESERVE HEALTH EDUCATION (WRHE) EDUCATED 115 NEWLY GRADUATED PHYSICIANS IN OUR GRADUATE MEDICAL EDUCATION PROGRAM IN FIVE MEDICAL SPECIALTIES. OF THOSE 115 PHYSICIANS, 21 GRADUATED AND BECAME BOARD CERTIFIED IN THEIR RESPECTIVE SPECIALTY. TEN PERCENT (10%) OF OUR GRADUATES ARE NOW PRACTICING MEDICINE IN THE GREATER COMMUNITY IN WHICH WE SERVE, MEETING THEIR MEDICAL NEEDS. THIRTY-EIGHT PERCENT (38%) OF OUR GRADUATES CONTINUED THEIR EDUCATION IN HIGHLY COMPETITIVE FELLOWSHIP PROGRAMS IN ORDER TO SUB-SPECIALIZE WITHIN THEIR SPECIALTY. IN 2018, OUR RESIDENT PHYSICIANS CONDUCTED MULTIPLE RESEARCH STUDIES OF WHICH 26 OF THOSE RESEARCH STUDIES WERE ACCEPTED FOR PRESENTATION AT INTERNATIONAL, NATIONAL AND/OR REGIONAL VENUES. DURING THE 2018 YEAR, WRHE ALSO EDUCATED 260 MEDICAL STUDENTS FROM OUR AFFILIATED MEDICAL SCHOOLS. ALSO IN 2018, WRHE CONDUCTED 126 CONTINUING MEDICAL EDUCATION (CME) EVENTS FOR PRACTICING PHYSICIANS IN OUR COMMUNITY. ONE THOUSAND SEVEN HUNDRED AND FIFTY-SIX (1,756) PHYSICIANS ATTENDED THE 126 CME EDUCATION EVENTS. 6904494 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 1 124 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 0 0 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 2.00 X 0 0 0 ABDUL GHANI MD DIRECTOR 2.00 X 0 0 0 JOSEPH HUGAR DIRECTOR 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 2.00 X 0 0 0 GABRIEL PALMER-FERNANDEZ PH D DIRECTOR 2.00 X 0 0 0 MELISSA BENNETT DHA MHA RN DIRECTOR (UNTIL APRIL 2018) 2.00 X 0 0 0 LINDA GRASS DIRECTOR (UNTIL SEPT. 2018) 2.00 X 0 0 0 KIMBERLY HOWE PH D PRESIDENT 40.00 X 96262 0 0 96262 0 0 0 0 0 0 DR PETER DEVITO 7600 SOUTHERN BLVD 2 YOUNGSTOWN OH 44512 TEACHING SERVICES 124000 1 EDUCATIONAL SERVICES 611430 6328705 6328705 6328705 896849 896849 PROGRAM/TEACHING 900099 333634 333634 333634 7559188 6662339 0 896849 X 4476512 4073736 402776 22766 22766 1218921 1218921 314300 314300 71872 57816 14056 1004882 904062 100820 6606 3479 3127 120264 100 120164 61289 61289 1115 1115 TRAINING & EDUCATION 115883 115550 333 BOOKS & SUBSCRIPTIONS 77407 77407 MEMBERSHIPS & DUES 40582 40582 MEALS & ENTERTAINMENT 20465 8406 12059 6324 6080 244 7559188 6904494 654694 0 751761 49461 7428061 54546 278506 0 327967 8234368 327967 8234368 327967 8234368 X 0 0 0 0 0 0 0 0 327967 8234368 0 0 X 0 0 0 X 6285357 6304331 6328705 18918393 6285357 6304331 6328705 18918393 0 0 0 18918393 896849 896849 896849 896849 151934 824379 333634 1309947 6437291 7128710 7559188 21125189 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER OPERATING REVENUE - 2016 AMOUNT: $ 151,934. 2017 AMOUNT: $ 824,379. 2018 AMOUNT: $ 333,634. 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 2018. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST FORM 990, PART VI, SECTION B, LINE 13: IN 2018, 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 2018, 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 903,621. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 903,621. MEDICAL SERVICES: PROGRAM SERVICE EXPENSES 441. MANAGEMENT AND GENERAL EXPENSES 100,820. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 101,261.