2017-02-13T15:02:29-06:00 2016-06-30 BDO USA LLP 1100 Peachtree Street Suite 700 ATLANTA GA 303094516 990 2015-07-01 581438873 Morehouse School of Medicine % F JOHN CASE EDD MORE 4047521500 720 westview drive sw atlanta GA 30310 DR VALERIE MONTGOMERY RICE PRESIDENT 4047521500 2017-02-13 true Sandra L Feinsmith P01064157 4046886841 2017-02-14 2015 2021-01-29 14:40:06Z Dr Montgomery Rice PresDean 720 westview drive sw atlanta GA 30310 214999624 false X www.msm.edu X 1975 GA SEE PART III LINE 1 FOR MISSION AND SCHEDULE O FOR MOST SIGNIFICANT ACTIVITIES 28 25 1242 0 0 121695456 160677503 14878020 16233420 2101016 2362587 1878645 2371604 140553137 181645114 2666125 3166072 0 0 90172063 93675713 0 0 3442382 43678648 48811743 136516836 145653528 4036301 35991586 180411081 217381182 30481995 29997960 149929086 187383222 X LEADING THE CREATION AND ADVANCEMENT OF HEALTH EQUITY. WE EXIST TO IMPROVE THE HEALTH AND WELL-BEING OF INDIVIDUALS AND COMMUNITIES, INCREASE THE DIVERSITY OF THE HEALTH PROFESSIONAL AND SCIENTIFIC WORKFORCE, AND ADDRESS PRIMARY HEALTH CARE THROUGH PROGRAMS IN EDUCATION, RESEARCH AND SERVICE WITH EMPHASIS ON PEOPLE OF COLOR AND THE UNDERSERVED URBAN AND RURAL POPULATIONS IN GEORGIA, THE NATION, AND THE WORLD. false false 109719770 3166072 18601274 see schedule o, organization's overview, part iii, line 4a 109719770 true true false true false false false false false true true true false false false true false true true false false false false false false false false false true true false false false false false false false false false false false false false true false false false true 220 0 1242 true false false false false false false false false false false X 28 25 false false false false false false false true true false false true true true true true true true true false GA X F JOHN CASE EDD 4047566683 720 WESTVIEW DRIVE SW atlanta GA 30310 ARTHUR R COLLINS CHAIRMAN OF THE BOARD 0.0 0.0 X 0 0 0 SUSAN GRANT VICE CHAIRMAN OF THE BOARD 0.0 0.0 X 0 0 0 JACKIE COLLINS CPA TRUSTEE 0.0 0.0 X 0 0 0 WILLIAM H CLEVELAND MD TRUSTEE 0.0 0.0 X 0 0 0 LORENZO CREIGHTON TRUSTEE 0.0 0.0 X 0 0 0 CAMILLE DAVIS-WILLIAMS MD TRUSTEE 0.0 0.0 X 0 0 0 AARON D DENT TRUSTEE 0.0 0.0 X 0 0 0 CHRISTOPHER EDWARDS MD TRUSTEE 0.0 0.0 X 0 0 0 JOY FITZGERALD TRUSTEE 0.0 0.0 X 0 0 0 MARK A CODNER MD TRUSTEE 0.0 0.0 X 0 0 0 LAWRENCE V JACKSON TRUSTEE 0.0 0.0 X 0 0 0 DOUGLAS JOHNSON CPA TRUSTEE 0.0 0.0 X 0 0 0 DOUGLAS LOVE ESQ TRUSTEE 0.0 0.0 X 0 0 0 SYLVESTER MCRAE MD FACOG TRUSTEE 0.0 0.0 X 0 0 0 KEVIN MCGEe TRUSTEE 0.0 0.0 X 0 0 0 WOODROW W MCWILLIAMS III MD TRUSTEE 0.0 0.0 X 0 0 0 RHONDA MEDOWS MD TRUSTEE 0.0 0.0 X 0 0 0 CLAIRE POMEROY MD MBA TRUSTEE 0.0 0.0 X 0 0 0 THE HONORABLE CALVIN SMYRE TRUSTEE 0.0 0.0 X 0 0 0 ED STEINike SECRETARY OF THE BOARD 0.0 0.0 X 0 0 0 WALI R JOHNSON MD STUDENT TRUSTEE 0.0 0.0 X 0 0 0 HENRY HANK THOMAS TRUSTEE 0.0 0.0 X 0 0 0 KEVIN THOMAS TRUSTEE 0.0 0.0 X 0 0 0 JOHN SILVANUS WILSON JR edd TRUSTEE 0.0 0.0 X 0 0 0 GAIL MATTOX MCCOY TRUSTEE & CHAIR CLINICAL PSYCH 32.0 3.0 X 263616 0 26193 VALERIE MONTGOMERY RICE MD PRESIDENT & DEAN 35.0 0.0 X X 1112515 0 20533 ALMETA E COOPER SECRETARY OF THE BOARD 35.0 0.0 X X 286199 0 23603 F JOHN CASE EDD SENIOR VP OPERATIONS & CFO 35.0 0.0 X 425455 0 35673 SANDRA HARRIS-HOOKER EXECUTIVE VP DEAN 35.0 0.0 X 331687 0 30894 BENNIE L HARRIS SVP INSTITUTIONAL ADVANCEMENT 35.0 0.0 X 286312 0 35640 ED W CHILDS MD CHAIR SURGERY 35.0 0.0 X 641681 0 35640 DERRICK J BEECH MD SR ASSOC DEAN CLINICAL AFFAIRS 34.75 0.25 X 475260 0 30760 HERMAN TAYLOR CHAIR cardiovascular research 35.0 0.0 X 474000 0 35640 RICHARD H SNYDER MD CHAIR PROF clin INTERn MED 35.0 0.0 X 426158 0 30894 ROLAND MATTHEWS MD CHAIR PROFESSOR OB/GYN 35.0 0.0 X 407065 0 35640 JOHN E MAUPIN DDS MBA FORMER PRESIDENT 35.0 0.0 X 322232 0 0 5452180 0 341110 200 true true false SODEXO OPERATIONS 800 CHEROKEE AVE SE ATLANTA GA 30315 FACILITIES MGMT 2351108 ARAMARK SERVICES INC 720 WESTVIEW DRIVE SW ATLANTA GA 30310 FOOD SERVICE 906283 HANSEN LISBETH MCPHERSON 273 HERON LAKE CT LAWRENCEVILLE GA 30043 CONSULTING 273000 BAKER DONELSON BEARMAN CALDWELL BER 3414 PEACHTREE RD NE ATLANTA GA 30326 LEGAL SERVICES 240757 ANDREWS KURTH LLP PO 301276 DALLAS TX 75303 litigation 227165 12 131145957 29531546 160677503 TUITION AND FEES 611710 16233420 16233420 16233420 2345906 2345906 0 3750 3750 0 0 0 33371191 33354510 16681 16681 16681 0 0 0 OTHER SOURCES 900099 2367854 2367854 2367854 181645114 18601274 2366337 0 3166072 3166072 0 0 6676029 6676029 0 71944848 67286696 2635481 2022671 5459597 4654991 661852 142754 3628680 3093905 439895 94880 5966559 5087240 723309 156010 0 660984 260062 400922 228382 228382 200294 996 199298 0 233887 233887 6577535 4733074 1754256 90205 218861 37473 396 180992 6110882 5205477 749337 156068 2589996 20803 2569193 2250 2250 2286962 2285240 1237 485 2616116 2245488 273656 96972 0 2162651 1350840 427695 384116 301777 301777 0 5134081 71010 5063071 757867 775 756382 710 SUBCONTRACTS 4258525 4258525 WRITE OFFS 7262195 7262195 STIPENDS & STUDENT AID 2319643 2293856 25287 500 CAPITAL EXPENDITURES 2869144 2764981 104163 2019711 900016 1003676 116019 145653528 109719770 32491376 3442382 3481976 36996075 502602 274225 4025950 13367876 17642555 12365796 0 0 0 0 1434270 926389 0 0 0 0 114105978 57753031 57096427 56352947 80725149 81299610 15356284 15199320 0 0 0 0 145868 598944 180411081 217381182 15792839 13638323 1550271 1550271 224646 547616 0 0 0 0 0 0 12914239 14261750 0 0 0 0 30481995 29997960 X 40352695 69257532 14197865 17615664 95378526 100510026 149929086 187383222 180411081 217381182 X 35991586 -2987450 4450000 X X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 200294 200294 145453235 145653529 1000000 250000 1000000 1000000 1000000 3000000 4500000 192448 174776 200294 567518 250000 250000 250000 750000 1125000 PART II-A, LINE 1B Morehouse School of Medicine engages in limited lobbying on issues affecting education, research, and healthcare in order to protect or enhance educational and institutional interests for our students, faculty, and staff. We provide information regarding our programs to federal and state policymakers as well as information on proposed public policies that could hinder or benefit the school. We also provide information regarding existing public policies that negatively or positively impact the institution. Our lobbying efforts focus on preserving funding for our programs that receive government appropriations each year during the development of the appropriation bill financing healthcare and scientific research. 96081433 5000000 -690298 546970 3205900 224691 96413574 91758999 6377312 2014005 564533 3275590 228760 96081433 80542818 5003867 9878382 554001 2907115 204952 91758999 67225750 12204926 5526853 680588 3391859 342264 80542818 73299072 0 -3038015 615855 2009395 410057 67225750 0.00060 0.99940 0.00000 false false 11403357 11403357 53316505 31019599 22296906 20207446 5715329 14492117 18431489 14154068 4277421 10747181 6864035 3883146 56352947 ALTERNATIVE INVESTMENTS 15199320 F 15199320 0 0 X schedule d part v question 4 intended uses of organization's endowment funds the organization's endowment funds provide support as prescribed by the donor. the organization utilizes a spending policy of up to 5% of the three year moving average of market values at december 31st. our endowment support for FY2016 included 15% for student scholarships and 85% for endowed chairs, research, and program support. schedule d part x question 2 ASC 740 Management evaluates any uncertain tax positions or unrecognized tax benefits or liabilities that may exist. Management does not believe that any material uncertain tax positions or unrecognized tax benefits or liabilities exist for the year ended June 30, 2016. true true false true true true true false false false false false false false false true false true EXPLANATION FOR LINE 3 IF A SCHOOL CUSTOMARILY DRAWS A SUBSTANTIAL PERCENTAGE OF ITS STUDENTS NATIONWIDE OR WORLDWIDE OR FROM A LARGE GEOGRAPHIC SECTION OR SECTIONS OF THE UNITED STATES AND FOLLOWS A RACIALLY NONDISCRIMINATORY POLICY AS TO STUDENTS, THE PUBLICITY REQUIREMENT MAY BE SATISFIED BY COMPLYING WITH SECTION 4.02. SUCH A SCHOOL MAY DEMONSTRATE THAT IT FOLLOWS A RACIALLY NONDISCRIMINATORY POLICY WITHIN THE MEANING OF THE PRECEDING SENTENCE EITHER BY SHOWING THAT IT CURRENTLY ENROLLS STUDENTS OF RACIAL MINORITY GROUPS IN MEANINGFUL NUMBERS. THE SCHOOL CURRENTLY ENROLLS A MAJORITY OF THEIR STUDENTS FROM RACIAL MINORITY GROUPS. Explanation of Line 6a The School receives various forms of financial aid and assistance from the federal government in the form of research funding, student financial aid and other financial assistance. true scholarships paid to msm students 237 3166072 form 990, schedule i, part i question 1 description of organization's procedures for monitoring the use of grants all scholarships are awarded based upon specific criteria. the financial aid ofFice, based upon the criteria, recommends scholarship awards to the scholarship committee. the scholarship committee reviews the recommendations and approves the recommendations. the financial aid office then awards the scholarships. form 990, schedule i, part iii column a types of assistance provided to individuals in the united states 237 scholarships were awarded to pay tuition and fees for students attending morehouse school of medicine in the m.d. and mph degree programs. total scholarships awarded were $3,166,072. X true true X X X X X true false false false false false false false false GAIL MATTOX MCCOY TRUSTEE & CHAIR CLINICAL PSYCH 263616 0 0 0 0 0 18357 0 7836 0 289809 0 0 0 VALERIE MONTGOMERY RICE MD PRESIDENT & DEAN 808105 0 196215 0 108195 0 18550 0 1983 0 1133048 0 0 0 ALMETA E COOPER SECRETARY OF THE BOARD 281977 0 0 0 4222 0 16057 0 7546 0 309802 0 0 0 F JOHN CASE EDD SENIOR VP OPERATIONS & CFO 333898 0 61285 0 30272 0 18550 0 17123 0 461128 0 0 0 SANDRA HARRIS-HOOKER EXECUTIVE VP DEAN 331336 0 0 0 351 0 18550 0 12344 0 362581 0 0 0 BENNIE L HARRIS SVP INSTITUTIONAL ADVANCEMENT 258012 0 26500 0 1800 0 18550 0 17090 0 321952 0 0 0 ED W CHILDS MD CHAIR SURGERY 636281 0 0 0 5400 0 18550 0 17090 0 677321 0 0 0 DERRICK J BEECH MD SR ASSOC DEAN CLINICAL AFFAIRS 470380 0 0 0 4880 0 18550 0 12210 0 506020 0 0 0 HERMAN TAYLOR CHAIR cardiovascular research 449000 0 25000 0 0 0 18550 0 17090 0 509640 0 0 0 RICHARD H SNYDER MD CHAIR PROF clin INTERn MED 426158 0 0 0 0 0 18550 0 12344 0 457052 0 0 0 ROLAND MATTHEWS MD CHAIR PROFESSOR OB/GYN 407065 0 0 0 0 0 18550 0 17090 0 442705 0 0 0 JOHN E MAUPIN DDS MBA FORMER PRESIDENT 0 0 0 0 322232 0 0 0 0 0 322232 0 0 0 SUPPLEMENTAL COMPENSATION INFORMATION - SCHEDULE J, PART II COLUMN B(iii) OTHER REPORTABLE COMPENSATION THIS COLUMN INCLUDES THE FOLLOWING ITEMS: HOUSING ALLOWANCE, AUTO ALLOWANCE, SEVERANCE PAY, SERP, VACATION PAYOUTS, EXECUTIVE SUPPLEMENTAL LIFE ALLOWANCE, ONE-TIME PAY, EXTRA DUTY PAY, RETROACTIVE PAY, AND ADJUSTMENTS TO PAY. COLUMN (C) RETIREMENT AND OTHER DEFERRED COMPENSATION THIS COLUMN INCLUDES EMPLOYER PAID RETIREMENT BENEFIT CONTRIBUTIONS. COLUMN (D) NONTAXABLE BENEFITS THIS COLUMN INCLUDES EMPLOYER PAID BASIC LIFE INSURANCE, BASIC AD&D COVERAGE, MEDICAL, DENTAL, AND VISION HEALTH BENEFITS. SUPPLEMENTAL INFORMATION form 990, part iii, line 4a OVERVIEW MOREHOUSE SCHOOL OF MEDICINE (MSM), LOCATED IN ATLANTA, GA, WAS FOUNDED IN 1975 AS THE MEDICAL EDUCATION PROGRAM AT MOREHOUSE COLLEGE. IN 1981, MSM BECAME AN INDEPENDENTLY CHARTERED INSTITUTION. MSM IS AMONG THE NATION'S LEADING EDUCATORS OF PRIMARY CARE PHYSICIANS AND WAS RECENTLY RECOGNIZED AS THE TOP INSTITUTION AMONG U.S. MEDICAL SCHOOLS FOR OUR SOCIAL MISSION. OUR FACULTY AND ALUMNI ARE NOTED IN THEIR FIELDS FOR EXCELLENCE IN TEACHING, RESEARCH AND PUBLIC POLICY. MSM IS ACCREDITED BY THE ACCREDITATION COUNCIL FOR CONTINUING MEDICAL EDUCATION, ACCREDITATION COUNCIL FOR GRADUATE MEDICAL EDUCATION, COUNCIL ON EDUCATION FOR PUBLIC HEALTH, LIAISON COMMITTEE ON MEDICAL EDUCATION AND SOUTHERN ASSOCIATION OF COLLEGES AND SCHOOLS. ACADEMIC PROGRAMS MSM AWARDS THE DOCTOR OF MEDICINE (MD), DOCTOR OF PHILOSOPHY IN BIOMEDICAL SCIENCES (PH.D.), MASTER OF PUBLIC HEALTH (M.P.H.), MASTER OF SCIENCE IN MEDICAL SCIENCES (MSMS), MASTER OF SCIENCE IN BIOMEDICAL RESEARCH (MSBR), MASTER OF SCIENCE IN CLINICAL RESEARCH (MSCR), MASTER OF SCIENCE IN BIOMEDICAL TECHNOLOGY (MSBT), AND THE MASTER OF SCIENCE IN NEUROSCIENCE (MSNS)DEGREES. RESIDENCY PROGRAMS MSM HAS SEVEN RESIDENCY PROGRAMS: FAMILY MEDICINE (1981), PUBLIC HEALTH AND PREVENTIVE MEDICINE (1986), INTERNAL MEDICINE (1991), PSYCHIATRY AND BEHAVIORAL SCIENCES (1991), SURGERY (1993), OBSTETRICS AND GYNECOLOGY (1997) AND PEDIATRICS (2000). THE MAJORITY OF MSM PATIENT CARE AND CLINICAL TRAINING OCCURS AT GRADY MEMORIAL HOSPITAL, ONE OF THE LARGEST PUBLIC HOSPITALS IN THE SOUTHEAST. OVER THE PAST FIVE YEARS, 67 PERCENT OF OUR RESIDENT GRADUATES HAVE ELECTED TO STAY AND PRACTICE IN GEORGIA. FACULTY MSM EMPLOYS MORE THAN 250 FULL AND PART-TIME FACULTY MEMBERS, MANY OF WHOM ARE INTERNATIONALLY RECOGNIZED IN THEIR FIELD. RESEARCH MSM IS HOME TO WORLD-RENOWNED CENTERS AND INSTITUTES: THE CARDIOVASCULAR RESEARCH INSTITUTE; THE CENTER OF EXCELLENCE ON HEALTH DISPARITIES; THE NATIONAL CENTER FOR PRIMARY CARE; THE NEUROSCIENCE INSTITUTE (NI); PREVENTION RESEARCH CENTER (PRC); RESEARCH CORE FACILITY AND THE SATCHER HEALTH LEADERSHIP INSTITUTE (SHLI). MSM'S RESEARCH STATURE AND REPUTATION HAVE GROWN EXPONENTIALLY OVER THE LAST DECADE, FUELED IN LARGE PART BY SIGNIFICANT INVESTMENTS IN OUR RESEARCH INFRASTRUCTURE WITH FUNDING FROM THE NATIONAL INSTITUTE OF HEALTH (NIH), HEALTH RESOURCES AND SERVICES ADMINISTRATION (HRSA), THE GEORGIA CANCER COALITION AND OTHERS. ALUMNI THE MAJORITY OF MSM'S MORE THAN 1,400 ALUMNI CHOOSE TO HONOR THE MSM MISSION BY SERVING COMMUNITIES LOCATED IN RURAL AREAS AND INNER CITIES. OUR ALUMNI HAVE DISTINGUISHED THEMSELVES IN LEADERSHIP ROLES LOCALLY, NATIONALLY AND INTERNATIONALLY. SPONSORS THE POWER OF PARTNERSHIP: OUR STUDENTS ARE HIGHLY QUALIFIED, YET MANY NEED ASSISTANCE TO REMOVE THE FINANCIAL BARRIERS THAT WOULD DETER THEIR MEDICAL EDUCATION WHICH IS VITAL FOR THEIR CONTINUED SUCCESS. form 990, part vi, section b, question 11B governing board and management the organization's form 990 was REVIEWED by our independent accountants, bdo usa, llp utilizing the information provided by the reporting entitY'S management and officers. bdo usa, llp conducted a collaborative review with executive management of the organization. a copy of the form 990 was reviewed and approved by the audit committee. a complete copy was provided to the full board for review prior to filing. form 990, part vi, section b, line 12c written conflict of interest policy all actual and potential conflicts of interest shall be disclosed by board members to the executive committee of the board of trustees through the annual disclosure form, or whenever conflict arises. the disinterested members of the msm board of trustees executive committee ("the committee") shall make a determination as to whether a conflict exists and what subsequent action (if any) is appropriate. the board retains the right to modify or reverse such determination and action, and retains the ultimate enforcement authority with respect to the interpretation and application of this policy as it applies to board members. form 990, part vi, section b, lines 15a & 15B process for determining compensation the administration and facilities management committee shall develop general salary and fringe benefit guidelines for the organization's employees (which should be updated regularly); and determine and make recommendations to the board of trustees regarding compensation, including with respect to salaries and benefits paid by organizations similar to the organization, performance-based compensation and other compensation issues. the committee shall advise the board of trustees and president on matters relating to employee pensions, retirements, insurance and other employee welfare benefits and programs. moreover, the committee shall review, at least annually, the compensation, benefits and incentive compensation and other arrangements, including severance arrangements, of the officers and senior management of the organization. the committee shall determine, consistent with the long-term incentive compensation guidelines for such officers and senior management established by the board of trustees as such guidelines for such officers and senior management may be amended from time to time, the extent and the form of bonus compensation, if any, to be awarded annually or at such other times to such officers and senior management. notwithstanding the foregoing, it is expressly understood that the employee benefits and other compensation arrangements applicable to the president of the organization shall be reviewed and set in close consultation with the chairperson of the board of trustees. form 990, part vi, section c, question 19 Availability of governing documents, conflict of interest policy, and financial statements to the general public the organization's governing documents are a matter of public record with the state of georgia. The organization's conflict of interest policy is a matter of public record with the state of Georgia. Form 990, Part XI, Line 9 Other changes in net assets The ($4,450,000) represents an intercompany elimination of accounts receivable and accounts payable. Form 990, Part XII, Queston 2b THE organization'S FINANCIAL STATEMENTS WERE AUDITED AS PART OF A CONSOLIDATED FINANCIAL STATEMENT WITH THE RELATED ORGANIZATION - MOREHOUSE healthcare. morehouse healthcare 1800 HOWELL MILL ROAD atlanta GA 30318 581627802 phys services GA 501(c)(3) 11 type iii na false false false true false false false false false false false false false false false false false true false false MOREHOUSE HEALTHCARE Q 4957993 FMV MOREHOUSE HEALTHCARE c 442516 cost