STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

VAN ANDEL RESEARCH INSTITUTE: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
VAN ANDEL RESEARCH INSTITUTE (EIN 52-2000823)
Tax period
2012-12-01 to 2013-11-30
Filed
2014-10-14
IRS object ID
201432879349301913
Schema version
2012v2.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2014-10-14T16:05:42-05:00Timestamp
Tax Period End Date2013-11-30TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN861065772EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1DELOITTE TAX LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1200 RENAISSANCE CENTER STE 3900AddressLine1
CityDETROITCity
StateMIState
ZIP Code48243ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2012-12-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN522000823EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1VAN ANDEL RESEARCH INSTITUTEBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlVANANameControl
Phone6162345000Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1333 BOSTWICK AVENUE NEAddressLine1
CityGRAND RAPIDSCity
StateMIState
ZIP Code49503ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameTIMOTHY J MYERSName
TitleCFOTitle
Phone6162345368Phone
Date Signed2014-10-14DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameLORI BOYCEName
PTINP00121981PTIN
Phone3133963000Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonTIMOTHY J MYERSNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1333 BOSTWICK AVENUE NEAddressLine1
CityGRAND RAPIDSCity
StateMIState
ZIP Code49503ZIPCode
FieldValueIRS element (for citing)
Gross Receipts64017267GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.VAI.ORGWebSite
Type Of Organization TrustXTypeOfOrganizationTrust
Year Formation1996YearFormation
State Legal DomicileMIStateLegalDomicile
Activity Or Mission DescriptionMEDICAL RESEARCH ORGANIZATIONActivityOrMissionDescription
Nbr Voting Members Governing Body5NbrVotingMembersGoverningBody
Nbr Independent Voting Members3NbrIndependentVotingMembers
Total Nbr Employees393TotalNbrEmployees
Total Nbr Volunteers0TotalNbrVolunteers
Total Gross UBI267491TotalGrossUBI
Net Unrelated Business Txbl Income41120NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year57997024ContributionsGrantsPriorYear
Contributions Grants Current Year54068694ContributionsGrantsCurrentYear
Program Service Revenue Prior Year1242591ProgramServiceRevenuePriorYear
Program Service Revenue CY693011ProgramServiceRevenueCY
Investment Income Prior Year333140InvestmentIncomePriorYear
Investment Income Current Year64454InvestmentIncomeCurrentYear
Other Revenue Prior Year10471022OtherRevenuePriorYear
Other Revenue Current Year7773170OtherRevenueCurrentYear
Total Revenue Prior Year70043777TotalRevenuePriorYear
Total Revenue Current Year62599329TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year341390GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY302224GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year27658068SalariesEtcPriorYear
Salaries Etc Current Year28311621SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year598878TotalFundrsngExpCurrentYear
Other Expense Prior Year40558351OtherExpensePriorYear
Other Expenses Current Year39419946OtherExpensesCurrentYear
Total Expenses Prior Year68557809TotalExpensesPriorYear
Total Expenses Current Year68033791TotalExpensesCurrentYear
Revenues Less Expenses Prior Year1485968RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-5434462RevenuesLessExpensesCY
Total Assets BOY267685668TotalAssetsBOY
Total Assets EOY224789773TotalAssetsEOY
Total Liabilities BOY361102589TotalLiabilitiesBOY
Total Liabilities EOY290456167TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY-93416921NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY-65666394NetAssetsOrFundBalancesEOY
Mission DescriptionMEDICAL RESEARCH ORGANIZATIONMissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense3254352Expense
Revenue58261Revenue
DescriptionTHE PROGRAM FOR BIOSPECIMEN SCIENCE HAS FOCUSED ON THE CHANGE IN BIOLOGICAL PARAMETERS AND QUALITY OF BIOSPECIMENS CAUSED BY COLLECTION, PROCESSING, AND STORAGE PROCEDURES. THIS RESEARCH IDENTIFIES EFFECTS ON THE CELL BIOLOGY THAT MAY BE UNRELATED TO THE DISEASE AND MORE SO CAUSED BY THE MANAGEMENT OF THE BIOSPECIMEN. THE RESULTS CAN BE USED TO DEVELOP BEST PRACTICES IN THE MANAGEMENT OF BIOSPECIMENS AND ULTIMATELY IMPROVE THE QUALITY OF RESEARCH FINDINGS. SCHEDULE O PROVIDES FURTHER INFORMATION REGARDING THIS PROGRAM'S ACCOMPLISHMENTS.Description

Activity2 Activity2

FieldValueIRS element (for citing)
Expense1775202Expense
DescriptionTHE LABORATORY OF STRUCTURAL SCIENCES IS FOCUSED ON STUDYING THE STRUCTURES AND FUNCTIONS OF PROTEIN/ LIGAND COMPLEXES THAT PLAY KEY ROLES IN MAJOR HORMONE SIGNALING PATHWAYS. SEE SCHEDULE O FOR FURTHER INFORMATION ABOUT THIS PROGRAM.Description

Activity3 Activity3

FieldValueIRS element (for citing)
Expense1602052Expense
Revenue55581Revenue
DescriptionMET IS OVEREXPRESSED IN MANY TYPES OF HUMAN CANCER AND ITS EXPRESSION CORRELATES WITH AN AGGRESSIVE DISEASE AND POOR PROGNOSIS. SINCE DISCOVERING THE C-MET RECEPTOR TYROSINE KINASE AND ITS LIGAND HEPATOCYTE GROWTH FACTOR (HGF/SF) IN THE 1980'S, THE LAB HAS FOCUSED ON INVESTIGATING THE ROLE THESE MOLECULES PLAY IN MALIGNANT PROGRESSION AND METASTASIS. AS PART OF THE EFFORT TO ENHANCE OUR UNDERSTATING OF THIS SIGNALING SYSTEM, OUR LAB FOCUSES ON THE MECHANISMS RESPONSIBLE FOR TUMOR PROGRESSION WITH THE HYPOTHESIS THAT PHENOTYPIC SWITCHING (E-MT/M-ET) AND CHROMOSOME INSTABILITY CAN DRIVE TUMOR PROGRESSION. WE ALSO DEVELOP AND CHARACTERIZE NOVEL ANIMAL RESEARCH MODELS USED IN PRE-CLINICAL EVALUATION OF NEW INHIBITORS THAT TARGET C-MET IN HUMAN CANCERS. SEE SCHEDULE O FOR FURTHER INFORMATION ABOUT THIS PROGRAM.Description

Activity Other ActivityOther

FieldValueIRS element (for citing)
Expense37107196Expense
Grants302224Grants
Revenue579169Revenue
FieldValueIRS element (for citing)
Total Of Other Program Service Exp37107196TotalOfOtherProgramServiceExp
Total Of Other Program Service Grnt302224TotalOfOtherProgramServiceGrnt
Total Of Other Program Service Rev579169TotalOfOtherProgramServiceRev
Total Program Service Expense43738802TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities1LobbyingActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments0TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities0ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets1ReportOtherAssets
Report Other Liabilities1ReportOtherLiabilities
Report Fin48 Footnote1ReportFin48Footnote
Independent Audit Financial Stmt0IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt1ConsolidatedAuditFinancialStmt
School0School
Foreign Office1ForeignOffice
Foreign Activities1ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations0GrantsToOrganizations
Grants To Individuals1GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds1TaxExemptBonds
Invest Tax Exempt Bonds0InvestTaxExemptBonds
Escrow Account0EscrowAccount
On Behalf Of Issuer0OnBehalfOfIssuer
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP1LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp1OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity1DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity1RelatedOrgControlledEntity
Transaction Related Entity1TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With1096107NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees393NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income1UnrelatedBusinessIncome
Form990-T Filed1Form990-TFiled
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members5NbrVotingGoverningBodyMembers
Number Independent Voting Members3NumberIndependentVotingMembers
Family Or Business Relationship1FamilyOrBusinessRelationship
Delegation Of Management Duties1DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members1ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledMIStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1TIMOTHY J MYERS CFOBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number6162345368TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1333 BOSTWICK AVENUE NEAddressLine1
CityGRAND RAPIDSCity
StateMIState
ZIP Code495032518ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (16 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekAverage Hours Per Week RelatedAverageHoursPerWeekRelatedIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationKey EmployeeKeyEmployeeHighest Compensated EmployeeHighestCompensatedEmployeeFormerFormer
DAVID VAN ANDEL
CHAIRMAN / CEO36.0017.00XX4056930110556
DR GEORGE VANDE WOUDE
TRUSTEE/ INVESTIGATOR50.000.00X300227026410
DR JAMES FAHNER
TRUSTEE1.001.00X1000010000
DR GARY TARPLEY
TRUSTEE1.000.00X1250000
DR RALPH WEICHSELBAUM
TRUSTEE1.000.00X000
TIMOTHY MYERS
CHIEF FINANCIAL OFFICER50.003.00X231533070637
DAVID WHITESCARVER
SECRETARY/ CHIEF LEGAL OFFICER50.003.00X303113092727
DR JANA HALL
CHIEF OPERATIONS OFFICER50.003.00X83527021390
DR PATRIK BRUNDIN
VARI ASSOCIATE DIRECTOR OF RESEARCH45.000.00390092064030X
DR H ERIC XU
INVESTIGATOR45.000.00283371054007X
JOHN BENDER DONE 513
CLINICAL OPERATIONS DIRECTOR45.000.00249080050158X
DR GISELLE SHOLLER DONE 613
INVESTIGATOR45.000.00248918043267X
DR SCOTT JEWELL
INVESTIGATOR45.000.00331418059268X
LOVE COLLINS III
VICE PRESIDENT OF DEVELOPMENT, COMM., AND MKTG.45.000.00271344082732X
DR JEFFREY TRENT DONE 312
PRESIDENT & RESEARCH DIRECTOR0.000.0070247905632X
R JACK FRICK DONE 1211
CHIEF ADMINISTRATIVE OFFICER0.000.0027337700X
FieldValueIRS element (for citing)
Total Reportable Comp From Org4096672TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs1000TotalReportableCompFrmRltdOrgs
Total Other Compensation680814TotalOtherCompensation
Number Individuals GT100 K60NumberIndividualsGT100K
Formers Listed1FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
BANK OF AMERICA
100 NORTH TYRON STCHARLOTTENC28202CREDIT ENHANCEMENT FEES3393605
DK SECURITY INC
5160 FALCONVIEW AVE SEKENTWOODMI49512SECURITY SERVICES363304
HONIGMAN MILLER SCHWARTZ LLC
130 SOUTH FIRST ST 4TH FLANN ARBORMI482263506LEGAL/ CONSULTING361003
WARNER NORCROSS & JUDD
111 LYON ST 900 OLD KENTGRAND RAPIDSMI495032487LEGAL/ CONSULTING210586
CALLAHAN VENTURES LLC
1715 FLOWERS CROSSINGGRAND RAPIDSMI49525CONSULTING194206
FieldValueIRS element (for citing)
Number Of Contractors GT100 K20NumberOfContractorsGT100K
Related Organizations43882066RelatedOrganizations
Government Grants7595292GovernmentGrants
All Other Contributions2591336AllOtherContributions
Total Contributions54068694TotalContributions

Program Service Revenue ProgramServiceRevenue

FieldValueIRS element (for citing)
DescriptionRESEARCH BILLED REVDescription
Business Code541700BusinessCode
Total Revenue Column693011TotalRevenueColumn
Related Or Exempt Function Income439390RelatedOrExemptFunctionIncome
Unrelated Business Revenue253621UnrelatedBusinessRevenue
FieldValueIRS element (for citing)
Total Program Service Revenue693011TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column208758TotalRevenueColumn
Exclusion$208,758ExclusionAmount

Royalties Revenue RoyaltiesRevenue

FieldValueIRS element (for citing)
Total Revenue Column358582TotalRevenueColumn
Exclusion$358,582ExclusionAmount

Gross Rents GrossRents

FieldValueIRS element (for citing)
Real1227090Real

Less Rental Expenses LessRentalExpenses

FieldValueIRS element (for citing)
Real1213702Real

Rental Income Or Loss RentalIncomeOrLoss

FieldValueIRS element (for citing)
Real13388Real

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column13388TotalRevenueColumn
Related Or Exempt Function Income10230RelatedOrExemptFunctionIncome
Unrelated Business Revenue3158UnrelatedBusinessRevenue

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Other59932Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Other204236Other

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Other-144304Other

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column-144304TotalRevenueColumn
Related Or Exempt Function Income-144304RelatedOrExemptFunctionIncome

Other Revenue Misc OtherRevenueMisc (3 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnExclusionExclusionAmountUnrelated Business RevenueUnrelatedBusinessRevenue
REL. PARTY ADMIN SUPPO5610007002239$7,002,239
REIMBURSED EXPENSES900099313421$313,421
STATE TAX REFUNDS9000991071210712

Miscellaneous Revenue MiscellaneousRevenue

FieldValueIRS element (for citing)
Total Revenue Column74828TotalRevenueColumn
Exclusion$74,828ExclusionAmount
FieldValueIRS element (for citing)
Total Other Revenue7401200TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column62599329TotalRevenueColumn
Related Or Exempt Function Income305316RelatedOrExemptFunctionIncome
Unrelated Business Revenue267491UnrelatedBusinessRevenue
Exclusion$7,957,828ExclusionAmount

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total302224Total
Program Services302224ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total1616761Total
Program Services327277ProgramServices
Management And General1289484ManagementAndGeneral

Comp Disqual Persons CompDisqualPersons

FieldValueIRS element (for citing)
Total213680Total
Management And General213680ManagementAndGeneral

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total20778216Total
Program Services11714526ProgramServices
Management And General8670213ManagementAndGeneral
Fundraising393477Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total1560210Total
Program Services944516ProgramServices
Management And General590514ManagementAndGeneral
Fundraising25180Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total2635984Total
Program Services1592869ProgramServices
Management And General1000215ManagementAndGeneral
Fundraising42900Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total1506770Total
Program Services908912ProgramServices
Management And General572678ManagementAndGeneral
Fundraising25180Fundraising

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total637795Total
Program Services63251ProgramServices
Management And General574544ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total128148Total
Management And General128148ManagementAndGeneral

Fees For Services Lobbying FeesForServicesLobbying

FieldValueIRS element (for citing)
Total85680Total
Management And General85680ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total2670755Total
Program Services1807905ProgramServices
Management And General862212ManagementAndGeneral
Fundraising638Fundraising

Advertising Advertising

FieldValueIRS element (for citing)
Total2522862Total
Program Services51029ProgramServices
Management And General2465373ManagementAndGeneral
Fundraising6460Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total112947Total
Program Services60195ProgramServices
Management And General52752ManagementAndGeneral

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total402742Total
Program Services149624ProgramServices
Management And General253038ManagementAndGeneral
Fundraising80Fundraising

Occupancy Occupancy

FieldValueIRS element (for citing)
Total2265836Total
Program Services1900357ProgramServices
Management And General365479ManagementAndGeneral

Travel Travel

FieldValueIRS element (for citing)
Total815559Total
Program Services404647ProgramServices
Management And General397383ManagementAndGeneral
Fundraising13529Fundraising

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total165374Total
Program Services108462ProgramServices
Management And General56912ManagementAndGeneral

Interest Interest

FieldValueIRS element (for citing)
Total10523660Total
Program Services8634262ProgramServices
Management And General1889398ManagementAndGeneral

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total9314843Total
Program Services7879994ProgramServices
Management And General1434849ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total425107Total
Program Services263367ProgramServices
Management And General161740ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
LAB SUPPLIES & SERVICES308332830741279201
EQUIPMENT & SOFTWARE220691610937711113145
OTHER SCIENTIFIC120210511995062599
POSTAGE & SHIPPING50174647854022622584

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total2354543Total
Program Services779441ProgramServices
Management And General1484252ManagementAndGeneral
Fundraising90850Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total68033791Total
Program Services43738802ProgramServices
Management And General23696111ManagementAndGeneral
Fundraising598878Fundraising

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY1687416BOY
EOY487783EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY2507373BOY
EOY2496299EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY1262403BOY
EOY1841254EOY

Receivables From Officers Etc ReceivablesFromOfficersEtc

FieldValueIRS element (for citing)
EOY18355EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
BOY1647915BOY
EOY1596595EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY1153469BOY
EOY1127550EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis264339993LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec67052323LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY203949177BOY
EOY197287670EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY1431848BOY
EOY943113EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY54046067BOY
EOY18991154EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY267685668BOY
EOY224789773EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY61769366BOY
EOY26805514EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY388625BOY
EOY474750EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

FieldValueIRS element (for citing)
BOY221189000BOY
EOY220000000EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY77755598BOY
EOY43175903EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY361102589BOY
EOY290456167EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY-95108778BOY
EOY-66813709EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY1689257BOY
EOY1143715EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY2600BOY
EOY3600EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY-93416921BOY
EOY-65666394EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY267685668BOY
EOY224789773EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses-5434462ReconcilationRevenueExpenses
Reconciliation Unrealized Invest-201877ReconciliationUnrealizedInvest
Reconcilation Other Changes33386866ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited

FS Audited Basis FSAuditedBasis

FieldValueIRS element (for citing)
Financial Statement ConsolidatedXFinancialStatementConsolidated
FieldValueIRS element (for citing)
Audit Committee1AuditCommittee
Federal Grant Audit Required1FederalGrantAuditRequired
Federal Grant Audit Performed1FederalGrantAuditPerformed

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Medical Research Org170b1 AiiiXMedicalResearchOrg170b1Aiii

Hospital Name And Address HospitalNameAndAddress (2 entries)

CityCityStateState
SPECTRUM HEALTH
GRAND RAPIDSMI
MERCY HEALTH SAINT MARY'S
GRAND RAPIDSMI

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule C IRS990ScheduleC

Total Grassroots Lobbying TotalGrassrootsLobbying

FieldValueIRS element (for citing)
Filing Organizations Totals0FilingOrganizationsTotals

Total Direct Lobbying TotalDirectLobbying

FieldValueIRS element (for citing)
Filing Organizations Totals85680FilingOrganizationsTotals

Total Lobbying Expenditures TotalLobbyingExpenditures

FieldValueIRS element (for citing)
Filing Organizations Totals85680FilingOrganizationsTotals

Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures

FieldValueIRS element (for citing)
Filing Organizations Totals67948111FilingOrganizationsTotals

Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures

FieldValueIRS element (for citing)
Filing Organizations Totals68033791FilingOrganizationsTotals

Lobbying Nontaxable LobbyingNontaxableAmount

FieldValueIRS element (for citing)
Filing Organizations Totals1000000FilingOrganizationsTotals

Grassroots Nontaxable GrassrootsNontaxableAmount

FieldValueIRS element (for citing)
Filing Organizations Totals250000FilingOrganizationsTotals

Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx

FieldValueIRS element (for citing)
Filing Organizations Totals0FilingOrganizationsTotals

Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx

FieldValueIRS element (for citing)
Filing Organizations Totals0FilingOrganizationsTotals

Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2

FieldValueIRS element (for citing)
Current Year Minus11000000CurrentYearMinus1
Current Year1000000CurrentYear
Total2000000Total
FieldValueIRS element (for citing)
Lobbying Ceiling$3,000,000LobbyingCeilingAmount

Total Lobbying Expenditures2 TotalLobbyingExpenditures2

FieldValueIRS element (for citing)
Current Year Minus168133CurrentYearMinus1
Current Year85680CurrentYear
Total153813Total

Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2

FieldValueIRS element (for citing)
Current Year Minus1250000CurrentYearMinus1
Current Year250000CurrentYear
Total500000Total
FieldValueIRS element (for citing)
Grassroots Ceiling$750,000GrassrootsCeilingAmount

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Endowments Held By Related Orgs1EndowmentsHeldByRelatedOrgs
Are Related Orgs Listed Schedule R1AreRelatedOrgsListedScheduleR

Land Land

FieldValueIRS element (for citing)
Other Cost Or Other Basis5288315OtherCostOrOtherBasis
Book Value5288315BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis219569122OtherCostOrOtherBasis
Depreciation37639777Depreciation
Book Value181929345BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis38253261OtherCostOrOtherBasis
Depreciation29409246Depreciation
Book Value8844015BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis1229295OtherCostOrOtherBasis
Depreciation3300Depreciation
Book Value1225995BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings197287670TotalOfBookValueLandBuildings

Other Assets OtherAssets (2 entries)

DescriptionDescriptionBook ValueBookValue
BOND ISSUANCE COSTS NET OF ACCUMULATED AMORTIZATION321154
PLEDGED SECURITIES18670000
FieldValueIRS element (for citing)
Total Book Value Other Assets18991154TotalBookValueOtherAssets

Other Liabilities OtherLiabilities (4 entries)

DescriptionDescriptionAmountAmount
ACCRUED POSTRETIREMENT BENEFIT OBLIGATION$1,511,171
UNREALIZED LOSS ON BOND SWAP$37,205,987
MSU COLLEGE OF HUMAN MEDICINE- CONTRIBUTION PAYABLE$4,351,546
CAPITAL LEASE$107,199
FieldValueIRS element (for citing)
Total Of Amounts43175903TotalOfAmounts
Footnote In Part XIIIXFootnoteInPartXIII
Tot Revenue Etc Audited Fincl Stmt57231606TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments-201877NetUnrealizedGainsInvestments
Other Revenues1847105OtherRevenues
Revenue Not Rptd F9901645228RevenueNotRptdF990
Revenue Subtotal55586378RevenueSubtotal
Other Revenues Not Included7012951OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt7012951RevenueNotRptdOnFinStmt
Total Revenue Per Form99062599329TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt29481079TotExpensesEtcAuditedFinclStmt
Other Expenses Included-31539761OtherExpensesIncluded
Expenses Not Rptd F990-31539761ExpensesNotRptdF990
Expenses Subtotal61020840ExpensesSubtotal
Other Expenses Not Included7012951OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt7012951ExpensesNotRptdOnFinStmt
Total Expenses Per Form99068033791TotalExpensesPerForm990

Form990 Schedule D Part XIII Form990ScheduleDPartXIII (7 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS:PART V, LINE 4:TO SUPPORT THE CORE RESEARCH OF VARI BY SUPPLYING A SOURCE OF INCOME FOR ITS OPERATING EXPENDITURES.
DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:PART X, LINE 2:PART X, LINE 1(1) AND LINE 2: THERE ARE NO UNCERTAIN TAX POSITIONS RELATED TO VARI.
PART XI, LINE 2D - OTHER ADJUSTMENTS:RENTAL EXPENSES 1,213,702. CHANGE IN BALANCE SHEET PRESENTATION OF TRANSMED SYSTEMS, INC. 633,403.
PART XI, LINE 4B - OTHER ADJUSTMENTS:NET ALLOCATED 7,002,239. STATE TAX REFUNDS 10,712.
PART XII, LINE 2D - OTHER ADJUSTMENTS:GAIN ON SWAP -32,753,463. RENTAL EXPENSES 1,213,702.
PART XII, LINE 4B - OTHER ADJUSTMENTS:NET ALLOCATED 7,002,239. STATE TAX REFUNDS 10,712.
PART V - THE VAN ANDEL INSTITUTE (A RELATED ORGANIZATION) HOLDS ENDOWMENT FUNDS FOR BOTH VARI AND THE VAN ANDEL EDUCATION INSTITUTE (A RELATED ORGANIZATION) TO FUND OPERATING EXPENSES. PART XI AND XII, LINE 4B: EXPENSE ALLOCATIONS PRESENTED WITHIN REVENUE.

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records Maintained1GrantRecordsMaintained

Accts Actvs Out US Table AcctsActvsOutUSTable (2 entries)

RegionRegionNumber Of OfficesNumberOfOfficesNumber Of EmployeesNumberOfEmployeesType Of Activities ConductedTypeOfActivitiesConductedSpecific Services ProvidedSpecificServicesProvidedTotal ExpendituresTotalExpenditures
EAST ASIA & THE PACIFIC01PROGRAM SERVICESRESEARCH COLLABORATION - RESEARCH SERVICES321384
EUROPE00UNRELATED TRADE OR BUSINESS
FieldValueIRS element (for citing)
Subtotal Number Of Offices0SubtotalNumberOfOffices
Subtotal Number Of Employees1SubtotalNumberOfEmployees
Cont Number Of Offices0ContNumberOfOffices
Cont Number Of Employees0ContNumberOfEmployees
Total Number Of Offices0TotalNumberOfOffices
Total Number Of Employees1TotalNumberOfEmployees
Subtotal Amount Spent321384SubtotalAmountSpent
Cont Amount Spent0ContAmountSpent
Total Amount Spent321384TotalAmountSpent
Transfer To Foreign Corp0TransferToForeignCorp
Interest In Foreign Trust0InterestInForeignTrust
Own Foreign Corp0OwnForeignCorp
Passive Foreign Invest Co0PassiveForeignInvestCo
Foreign Partnership0ForeignPartnership
Boycott Countries0BoycottCountries

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)

Type Of GrantTypeOfGrantNumber Of RecipientsNumberOfRecipientsAmount Of Cash GrantAmountOfCashGrantMethod Of ValuationMethodOfValuation
GRADUATE STUDENT STIPENDS FOR VAN ANDEL GRADUATE SCHOOL AND MICHIGAN STATE UNIVERSITY STUDENTS7235232TUITION PAID
FOREIGN NATIONAL STUDENT STIPENDS1057346

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
ExplanationSCHEDULE I, PART I, LINE 2: STIPENDS ARE PROVIDED TO THE RESEARCH STUDENTS FOR LIVING AND INSURANCE ASSISTANCE.Explanation

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
First Class Or Charter TravelXFirstClassOrCharterTravel
Written Policy Re T And E Expenses0WrittenPolicyReTAndEExpenses
Substantiation Required1SubstantiationRequired
Compensation CommitteeXCompensationCommittee
Independent ConsultantXIndependentConsultant
Written Employment ContractXWrittenEmploymentContract
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance Payment1SeverancePayment
Supplemental Nonqual Retire Plan0SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org0CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs0CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org0CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs0CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments1AnyNonFixedPayments
Initial Contract Exception0InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (12 entries)

TitleTitleBase Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
DAVID VAN ANDEL
CHAIRMAN / CEO3000140852040204750110054050205162490852040
DR GEORGE VANDE WOUDE
TRUSTEE/ INVESTIGATOR28075500019472025000014100326637000
TIMOTHY MYERS
CHIEF FINANCIAL OFFICER19407003716303000621630847403021700371630
DAVID WHITESCARVER
SECRETARY/ CHIEF LEGAL OFFICER2580230250000200900842530847403958400250000
DR PATRIK BRUNDIN
VARI ASSOCIATE DIRECTOR OF RESEARCH37414600015946056263077670454122000
DR H ERIC XU
INVESTIGATOR26712601579504500455330847403373780157950
JOHN BENDER DONE 513
CLINICAL OPERATIONS DIRECTOR2127070173930189800416850847302992380173930
DR GISELLE SHOLLER DONE 613
INVESTIGATOR23439501422303000418580140902921850142230
DR SCOTT JEWELL
INVESTIGATOR265546064557013150507950847303906860315570
LOVE COLLINS III
VICE PRESIDENT OF DEVELOPMENT, COMM.25005402000001290074259084730354076000
DR JEFFREY TRENT DONE 312
PRESIDENT & RESEARCH DIRECTOR4562070210328035944052800352070811102100000
R JACK FRICK DONE 1211
CHIEF ADMINISTRATIVE OFFICER181800757320179465000002733770477480

Form990 Schedule J Part III Form990ScheduleJPartIII (4 entries)

Return ReferenceReturnReferenceExplanationExplanation
PART I, LINE 1AVARI ALLOWS FOR FIRST-CLASS OR CHARTER TRAVEL FOR OFFICERS AND TRUSTEES.
PART I, LINE 1BA WRITTEN POLICY IS IN PLACE FOR FIRST CLASS/ CHARTER TRAVEL.
PART I, LINE 4AR. JACK FRICK RECEIVED SEVERANCE PAYMENTS OF $169,600 DURING CALENDAR YEAR 2012.
PART I, LINE 7ALL OFFICERS AND OTHER HIGHLY COMPENSATED EMPLOYEES ARE INCLUDED IN A VARIABLE PAY PLAN BASED ON ACHIEVEMENTS OF THE ORGANIZATION AS WELL AS RESPECTIVE INDIVIDUAL PREDETERMINED GOALS AND OBJECTIVES.

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd

Issuer Name IssuerName

FieldValueIRS element (for citing)
Business Name Line1MICHIGAN STRATEGIC FUNDBusinessNameLine1
FieldValueIRS element (for citing)
Issuer EIN521417332IssuerEIN
Date Issued2013-04-01DateIssued
Issue Price220000000IssuePrice
Description Of PurposeREFUND BOND ISSUE 4/10/08DescriptionOfPurpose
Defeased0Defeased
On Behalf Of Issuer0OnBehalfOfIssuer
Pool Financing0PoolFinancing

Form990 Schedule K Part II Form990ScheduleKPartII

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Total Proceeds220000000TotalProceeds
Other Spent Proceeds220000000OtherSpentProceeds
Current Refunding1CurrentRefunding
Advance Refunding0AdvanceRefunding
Final Allocation Made1FinalAllocationMade
Adequate Books And Recds Maintaind1AdequateBooksAndRecdsMaintaind

Form990 Schedule K Part III Form990ScheduleKPartIII

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Owning Bond Financed Property0OwningBondFinancedProperty
Any Lease Arrangements1AnyLeaseArrangements
Mngment Cntrct Bond Financd Prprty1MngmentCntrctBondFinancdPrprty
Engage Bond Counsel Contracts1EngageBondCounselContracts
Any Research Agreements1AnyResearchAgreements
Engage Bond Counsel Research1EngageBondCounselResearch
Percentage Of Prvt Business Re UBI0.00910PercentageOfPrvtBusinessReUBI
Total Private Business Use0.00910TotalPrivateBusinessUse
Bond Iss Meet Prvt Security Pay Test0BondIssMeetPrvtSecurityPayTest
Change In Use Bond Financed Prop0ChangeInUseBondFinancedProp
Non Qualified Bond Remed Procdrs1NonQualifiedBondRemedProcdrs

Form990 Schedule K Part IV Form990ScheduleKPartIV

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Form8038 T Filed0Form8038TFiled
Rebate Not Due Yet0RebateNotDueYet
Exception To Rebate0ExceptionToRebate
No Rebate Due1NoRebateDue
Variable Rate Issue1VariableRateIssue
Hedge Identified In Books And Recds0HedgeIdentifiedInBooksAndRecds
Gross Proceeds Invested In GIC0GrossProceedsInvestedInGIC
Gross Proceeds Invested0GrossProceedsInvested
Written Proc To Monitor Reqs1WrittenProcToMonitorReqs

Form990 Schedule K Part V Form990ScheduleKPartV

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Proc To Undertk Corrective Action1ProcToUndertkCorrectiveAction

Form990 Schedule K Part VI Form990ScheduleKPartVI

FieldValueIRS element (for citing)
IdentifierSCHEDULE K PART IV, ARBITRAGE, LINE 2CIdentifier
Return ReferenceDATE REBATE COMPUTATION PERFORMEDReturnReference
ExplanationISSUER NAME: MICHIGAN STRATEGIC FUND DATE THE REBATE COMPUTATION WAS PERFORMED: 11/30/2013Explanation

Schedule L IRS990ScheduleL

Loan Table LoanTable

FieldValueIRS element (for citing)
Name PersonPATRIK BRUNDINNamePerson
Relationship With OrganizationKEY EMPLOYEERelationshipWithOrganization
Purpose Of LoanCONTRACTPurposeOfLoan
Loan From OrganizationXLoanFromOrganization
Original Principal$25,000OriginalPrincipalAmount
Balance Due18355BalanceDue
Default0Default
Approved By Board0ApprovedByBoard
Written Agreement1WrittenAgreement
FieldValueIRS element (for citing)
Total Balance Due18355TotalBalanceDue

Form990 Schedule L Part IV Form990ScheduleLPartIV

Name Of Interested Person NameOfInterestedPerson

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1JVAE FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
RelationshipCOMMON TRUSTEESRelationship
Amount Of Transaction177994AmountOfTransaction
Description Of TransactionIT CONSULTING/ SERVICESDescriptionOfTransaction
Sharing Of Revenues0SharingOfRevenues

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (12 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
FORM 990, PART VI, SECTION A, LINE 2VARI AND VAEI SHARE COMMON MANAGEMENT. AS OFFICERS OF VARI, DAVID VAN ANDEL, DR. JANA HALL, TIMOTHY MYERS AND DAVID WHITESCARVER INTERACT AND WORK TOGETHER WITH STEVE TRIEZENBERG, AN OFFICER OF VAEI.
FORM 990, PART VI, SECTION A, LINE 3DURING THE FISCAL YEAR, JERRY CALLAHAN, FORMERLY AN INDEPENDENT CONTRACTOR, BECAME A FULL TIME EMPLOYEE (IN JANUARY 2013) AS THE VICE PRESIDENT OF BUSINESS DEVELOPMENT AND EXTRAMURAL ADMINISTRATION.
FORM 990, PART VI, SECTION A, LINE 7ATHE TRUSTEES OF VAN ANDEL INSTITUTE HAVE THE AUTHORITY TO ELECT ONE OR MORE MEMBERS OF VARI'S GOVERNING BODY.
FORM 990, PART VI, SECTION B, LINE 11FOLLOWING COMPLETION OF THE FINANCIAL STATEMENT AUDIT, THE FORM 990 IS PREPARED AND REVIEWED BY MANAGEMENT. IT IS THEN CIRCULATED TO THE FULL BOARD FOR REVIEW AND FINAL APPROVAL PRIOR TO FILING WITH THE IRS.
FORM 990, PART VI, SECTION B, LINE 12CVARI HAS WRITTEN CONFLICT OF INTEREST ("COI") POLICIES AND PROCEDURES (ADMINISTERED BY VAN ANDEL INSTITUTE) WHICH ADMINISTER AND ENFORCE A PROCESS TO IDENTIFY, EVALUATE, AND MANAGE POTENTIAL COIS. THESE POLICIES HAVE BEEN BOARD APPROVED. VAI ADMINISTERS THE COI POLICIES AND PROCEDURES THROUGH TWO COMMITTEES: THE CONFLICTS COMMITTEE ("CC") AND THE INSTITUTIONAL COI COMMITTEE ("ICOIC"). THE COI POLICIES AND PROCEDURES APPLY TO AND SERVE AS A GUIDE FOR EVERYONE IN THE ORGANIZATION. THEY 1) PROVIDE A USEFUL RESOURCE WHEN DEVELOPING ACTIVITIES OR RELATIONSHIPS WITH OUTSIDE ENTITIES OR PERSONS, AND 2) ESTABLISH COMMITTEES TO REVIEW AND MANAGE POTENTIAL COIS AS THEY MAY ARISE. THE CC, CHAIRED BY THE CHIEF LEGAL OFFICER, REQUIRES ANNUAL AND UPDATED DISCLOSURES BY COVERED PERSONS AND REVIEWS AND APPROVES MANAGEMENT PLANS. THE INSTITUTIONAL COI POLICIES AND PROCEDURES SERVE AS A GUIDE FOR MEMBERS OF THE 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 DECIDE HOW TO MANAGE SUCH POTENTIAL COIS IN ACCORDANCE WITH THE COI POLICIES AND PROCEDURES.
FORM 990, PART VI, SECTION B, LINE 15COMPARABILITY DATA FROM EXPERT THIRD PARTY IS OBTAINED AND REVIEWED BY VAN ANDEL INSTITUTE'S INDEPENDENT COMPENSATION COMMITTEE TO DETERMINE APPROPRIATE COMPENSATION FOR THE CEO, EXECUTIVE MANAGEMENT OFFICIALS, OFFICERS, AND KEY EMPLOYEES, ON BEHALF OF VAN ANDEL RESEARCH INSTITUTE.
FORM 990, PART VI, SECTION C, LINE 19THE CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART XI, LINE 9:GAIN ON INTEREST RATE SWAP 32,753,463. CHANGE IN BALANCE SHEET PRESENTATION OF TMS 633,403.CHANGES IN NET ASSETS OR FUND BALANCES:
FORM 990, PART III, LINES 4A-4BLINE 4A - PROGRAM SERVICE ACTIVITY #1 VARI'S PROGRAM FOR BIOSPECIMEN SCIENCE SUPPORTS SCIENTIFIC RESEARCH AND DISCOVERY BY PROVIDING COMPREHENSIVE BIOSPECIMEN SERVICES FOR VARI SCIENTISTS AND EXTERNAL COLLABORATORS. THE PROGRAM FOR BIOSPECIMEN SCIENCE FOCUSES ON THE CHANGE AND QUALITY OF BIOSPECIMENS CAUSED BY COLLECTION, PROCESSING AND STORAGE PROCEDURES. THE PROGRAM'S RESEARCH IDENTIFIES EFFECTS ON THE CELL BIOLOGY OF SAMPLES THAT MAY BE UNRELATED TO THE DISEASE AND MORE SO CAUSED BY THE MANAGEMENT OF THE BIOSPECIMEN. THE RESULTS CAN BE USED TO DEVELOP BEST PRACTICES IN THE MANAGEMENT OF BIOSPECIMENS AND, ULTIMATELY, IMPROVE THE QUALITY OF RESEARCH FINDINGS. THE PROGRAM FOR BIOSPECIMEN SCIENCE ALSO ENCOMPASSES VARI'S NATIONALLY AND INTERNATIONALLY RECOGNIZED BIOREPOSITORY, WHICH PROVIDES SCIENTIFIC EVALUATION ON THE PATTERNS OF DEGRADATION IN BIOSPECIMENS; DATABASE TRACKING AND MANAGEMENT OF BIOSPECIMEN INVENTORY; PROCUREMENT OF SURGICAL TISSUE AND BIOSPECIMENS FROM PATIENT POPULATIONS; QUALITY CONTROL ASSESSMENT OF OPERATIONS FOR THE COLLECTION AND BANKING OF BIOSPECIMENS; AND BIOSPECIMEN PROJECT MANAGEMENT. VARI'S BIOREPOSITORY ALSO SERVES AS THE NATIONAL CANCER INSTITUTE'S COMPREHENSIVE BIOSPECIMEN RESOURCE FOR THE CANCER HUMAN BIOBANK (CAHUB) AND PROVIDES BIOREPOSITORY SERVICES FOR THE MULTIPLE MYELOMA RESEARCH FOUNDATION (MMRF). THE BIOREPOSITORY HAS COLLECTED AND STORED MORE THAN 30,000 BIOSPECIMENS FOR THESE PROGRAMS, WHICH AID SCIENTISTS IN THEIR RESEARCH BY PROVIDING HUMAN TUMOR SAMPLES IN WHICH TO STUDY GENE EXPRESSION (CAHUB) AND TO CONDUCT MOLECULAR PROFILING OF MULTIPLE MYELOMA (MMRF). CURRENTLY, THE BIOREPOSITORY CONTAINS MORE THAN 5,000 CONSENTED, PROSPECTIVELY PROCURED HUMAN BIOSPECIMENS, INCLUDING TISSUES, AND BLOOD BYPRODUCTS AND THEIR DERIVATIVES FROM MORE THAN 400 PATIENTS. ADDITIONALLY, THE BIOREPOSITORY HOUSES AN EXTENSIVE PARAFFIN BLOCK ARCHIVE OF HUMAN DIAGNOSTIC TISSUES, WHICH CURRENTLY EXCEEDS 900,000 BLOCKS GATHERED FROM ABOUT 250,000 CASES. ACQUISITION OF THESE SAMPLES IS CONDUCTED IN PART BY COLLABORATION WITH WEST MICHIGAN HOSPITALS (INCLUDING SPECTRUM HEALTH). THIS BIOREPOSITORY IS A CRUCIAL RESOURCE FOR SCIENTISTS WITH INSTITUTIONAL REVIEW BOARD (IRB) APPROVAL TO STUDY CANCER AND OTHER HUMAN DISEASES USING STORED BIOSPECIMENS FROM THE BIOREPOSITORY. VARI'S BIOREPOSITORY IS ACCREDITED BY THE COLLEGE OF AMERICAN PATHOLOGISTS (CAP) THROUGH ITS BIOREPOSITORY ACCREDITATION PROGRAM (BAP). ITS ACCREDITATION NUMBER IS 8017856 AND COVERS GENERAL BIOREPOSITORY, GENERAL SPECIMEN PROCESSING, NUCLEIC ACID EXTRACTION, SPECIMEN COLLECTION AND PROCUREMENT, SPECIMEN DISTRIBUTION AND AGREEMENTS, SPECIMEN INFORMATICS, AND SPECIMEN STORAGE. VARI'S BIOREPOSITORY ALSO IS A FOUNDING MEMBER OF THE GREAT LAKES BIOREPOSITORY RESEARCH NETWORK (GLBRN). LINE 4B - PROGRAM SERVICE ACTIVITY #2 THE LABORATORY OF STRUCTURAL SCIENCES FOCUSES ON STUDYING THE STRUCTURES AND FUNCTIONS OF PROTEIN/LIGAND COMPLEXES THAT PLAY KEY ROLES IN MAJOR HORMONE SIGNALING PATHWAYS. THE LABORATORY ALSO EXPLORES STRUCTURAL INFORMATION TO DEVELOP THERAPEUTIC AGENTS FOR TREATING HUMAN DISEASES, INCLUDING CANCER AND DIABETES. THE LAB USES A MULTIDISCIPLINARY APPROACH INCLUDING MOLECULAR AND CELLULAR BIOLOGY, BIOCHEMISTRY, ANIMAL PHYSIOLOGY, AND X-RAY CRYSTALLOGRAPHY. THE LAB'S CURRENT WORK FOCUSES ON THREE AREAS: NUCLEAR HORMONE RECEPTORS, THE MET TYROSINE KINASE RECEPTOR, AND G PROTEIN-COUPLED RECEPTORS (GPCRS). IN ADDITION TO THEIR FUNDAMENTAL ROLES IN BIOLOGY, THESE PROTEINS ARE IMPORTANT DRUG TARGETS. IN THE REALM OF NUCLEAR HORMONE RECEPTORS, THE LAB HAS DETERMINED THE CRYSTAL STRUCTURES OF PEROXISOME PROLIFERATOR-ACTIVATED RECEPTORS (PPAR) LIGAND-BINDING DOMAIN (LBD) BOUND TO MANY DIVERSE LIGANDS. THIS AIDS IN OUR UNDERSTANDING OF THE MOLECULAR BASIS OF LIGAND-MEDIATED SIGNALING BY PPARS. WE FOUND THAT THE CRYSTAL STRUCTURES OF THE RECEPTORS ARE BOUND TO COACTIVATORS OR CO-REPRESSORS, WHICH PROVIDES A FRAMEWORK FOR UNDERSTANDING THE MECHANISMS OF PPAR AGONISTS AND ANTAGONISTS, AND THE RECRUITMENT OF COACTIVATORS AND CO-REPRESSORS. THE LAB ALSO FOUND THAT ANDROGEN RECEPTOR (AR) MUTATIONS IN PROSTATE CANCERS OFTEN RESULTS IN ENHANCED BINDING TO A PARTICULAR COACTIVATOR, SRC-3 (WHICH IS ALSO CALLED "AMPLIFIED IN BREAST CANCER1", OR AIB1). LASTLY, WE FOUND THAT RETINOIC ACID IS A LOW-AFFINITY LIGAND FOR COUP-TF, WHICH IS ONE OF THE MOST CONSERVED NUCLEAR RECEPTORS AND HAS ESSENTIAL ROLES IN ANGIOGENESIS, HEART DEVELOPMENT, CENTRAL NERVOUS SYSTEM ACTIVITY, AND METABOLIC HOMEOSTASIS. FOR THE MET TYROSINE KINASE RECEPTOR, THE LAB HAS ENGINEERED AND DETERMINED THE CRYSTAL STRUCTURE OF THE C-MET LIGAND, HEPATOCYTE GROWTH FACTOR, NK1 AND NK2 VARIANTS. IN REGARD TO G PROTEIN-COUPLED RECEPTORS (GPCRS), WE HAVE DETERMINED CRYSTAL STRUCTURES OF THE LIGAND-BINDING DOMAIN OF THE PTH RECEPTOR AND THE CRF RECEPTOR, AND WE ARE DEVELOPING HORMONE ANALOGS FOR TREATING OSTEOPOROSIS, DEPRESSION, AND DIABETES. ADDITIONALLY, WE ARE DEVELOPING A MAMMALIAN OVEREXPRESSION SYSTEM AND PLAN TO USE IT TO EXPRESS FULL-LENGTH GPCRS FOR CRYSTALLIZATION AND STRUCTURAL STUDIES. THE LAB ALSO STUDIES THE PLANT HORMONE ABSCISIC ACID (ABA) AND ITS ASSOCIATED SIGNALING PATHWAYS, WITH THE STRUCTURES OF ABA RECEPTORS BEING HIGHLIGHTED AS ONE OF TOP 10 SCIENTIFIC BREAKTHROUGHS BY SCIENCE IN 2009. THIS WORK HAS SIGNIFICANT IMPLICATIONS FOR ENHANCING DROUGHT RESISTANCE IN PLANTS.
FORM 990, PART III, LINES 4C-4DLINE 4C - PROGRAM SERVICE ACTIVITY #3 MET IS OVEREXPRESSED IN MANY TYPES OF HUMAN CANCER AND ITS EXPRESSION CORRELATES WITH AGGRESSIVE DISEASE AND POOR PROGNOSIS (WWW.VAI.ORG/MET). SINCE DISCOVERING THE C-MET RECEPTOR TYROSINE KINASE AND ITS LIGAND HEPATOCYTE GROWTH FACTOR (HGF/SF) IN THE MID-1980S, THE VANDE WOUDE LAB HAS FOCUSED ON INVESTIGATING THE KEY ROLE THESE MOLECULES PLAY IN MALIGNANT PROGRESSION OR THE INVASIVE SPREAD OF THE CANCER FOLLOWED BY METASTATIC COLONIZATION. AS PART OF THE ONGOING EFFORT TO FURTHER ENHANCE OUR UNDERSTATING OF THIS SIGNALING SYSTEM, THE LABORATORY OF MOLECULAR ONCOLOGY FOCUSES ON THE MECHANISMS RESPONSIBLE FOR TUMOR PROGRESSION WITH THE HYPOTHESIS THAT PHENOTYPIC SWITCHING (E-MT/M-ET) AND CHROMOSOME INSTABILITY CAN DRIVE TUMOR PROGRESSION. ADDITIONALLY, WE CONTINUE TO DEVELOP AND CHARACTERIZE NOVEL ANIMAL RESEARCH MODELS THAT ARE USED IN PRECLINICAL EVALUATION OF NEW INHIBITORS THAT TARGET C-MET IN A VARIETY OF HUMAN CANCERS. TUMOR PHENOTYPIC SWITCHING: MECHANISM AND THERAPEUTIC IMPLICATION IN HUMAN CARCINOMAS, CANCER CELLS' ABILITY TO INVADE OTHER TISSUES REQUIRES A BREAKDOWN OF THE JUNCTIONS BETWEEN NEIGHBORING CELLS, A PROCESS CALLED THE EPITHELIAL-TO-MESENCHYMAL TRANSITION (E-MT). EPITHELIAL CELLS LINE BODY CAVITIES, WHILE MESENCHYMAL CELLS ARE CELLS THAT CAN DIFFERENTIATE INTO CELL TYPES SUCH AS BONE, CARTILAGE AND FAT. PARADOXICALLY, METASTATIC CARCINOMAS OFTEN EXHIBIT AN EPITHELIAL PHENOTYPE, LEADING TO THE HYPOTHESIS THAT E-MT IS A TRANSIENT PROCESS INDUCED BY MICROENVIRONMENTAL FACTORS (E.G., THE CONDITIONS THAT SURROUND THE TUMOR). UPON SPREADING TO SECONDARY SITES, MESENCHYMAL CELLS REVERT TO AN EPITHELIAL PHENOTYPE (MESENCHYMAL-TO-EPITHELIAL TRANSITION; M-ET). TYPICALLY, HUMAN CARCINOMA TISSUES AND CELLS EXHIBIT EXTENSIVE DIVERSITY IN BOTH PHENOTYPE (PHYSICAL TRAIT) AND GENOTYPE (GENETIC MAKEUP), SUGGESTING A ROLE FOR GENETIC INSTABILITY IN CELL TYPE DETERMINATION. TO TEST THIS POSSIBILITY, WE HAVE DEVELOPED METHODS TO CONTINUALLY ISOLATE PHENOTYPIC VARIANTS FROM EPITHELIAL OR MESENCHYMAL SUBCLONES OF CARCINOMA CELL LINES. WE HAVE EXPLORED THE SIGNAL PATHWAY UNDERLYING E-MT/M-ET PHENOTYPIC SWITCHING USING SEVERAL APPROACHES, INCLUDING GENE EXPRESSION ANALYSIS, SPECTRAL KARYOTYPING (SKY), AND FLUORESCENT IN SITU HYBRIDIZATION (FISH). WE FOUND THAT CHANGES IN CHROMOSOME CONTENT ARE ASSOCIATED WITH PHENOTYPIC SWITCHING. WE FURTHER SHOWED THAT THESE CHANGES DICTATED THE EXPRESSION OF SPECIFIC GENES, WHICH IN E-MT EVENTS ARE MESENCHYMAL AND IN M-ET EVENTS ARE EPITHELIAL. OUR RESULTS SUGGEST THAT CHROMOSOME INSTABILITY CAN PROVIDE THE DIVERSITY OF GENE EXPRESSION NEEDED FOR TUMOR CELLS TO SWITCH PHENOTYPE. IN VIVO RESEARCH MODELS: MODEL DEVELOPMENT AND PRECLINICAL TREATMENT EVALUATION ANTI-CANCER THERAPY BASED ON BLOCKING THE HGF-MET SIGNALING PATHWAY HAS EMERGED AS AN IMPORTANT GOAL OF PHARMACEUTICAL RESEARCH. ONE OF THE LIMITATIONS OF STUDYING ALTERED MET/HGF/SF SIGNALING IN HUMAN CANCERS IN MOUSE MODELS HAS BEEN THAT THE MOUSE HGF/SF PROTEIN SHOWS LOW AFFINITY FOR HUMAN MET. TO OVERCOME THIS CHALLENGE, OUR LAB DEVELOPED THE TRANSGENIC HUMAN HGF/SCID MOUSE MODEL (HHGFTG-SCID) THAT GENERATES A HUMAN-COMPATIBLE HGF/SF PROTEIN, THUS ALLOWING THE GROWTH OF HUMAN TUMORS (ZHANG ET AL 2005). THIS MODEL HAS BEEN PROVEN AS A VALUABLE PRECLINICAL TOOL FOR IN VIVO STUDY OF MET-DEPENDENT CANCERS AND IS USED TO EVALUATE TREATMENT STRATEGIES THAT AIM TO TARGET THIS PATHWAY (ZHANG ET AL 2010, 2013; XIE ET AL, 2013). FORM 990, PART III, LINE 4D IN 2013, VARI RESEARCHERS FOUND WAYS TO POTENTIALLY DIAGNOSE AND FIGHT SEVERAL DIFFERENT TYPES OF CANCER AND NEURODEGENERATIVE DISEASES. BELOW ARE EXAMPLES OF SIGNIFICANT RESEARCH FINDINGS: - IN 2013 VAI PARTICIPATES IN THE LINKED CLINICAL TRIALS INITIATIVE DESIGNED BY THE CURE PARKINSON'S TRUST TO IDENTIFY NEW TREATMENTS FOR PARKINSON'S DISEASE BY REPURPOSING MEDICATIONS APPROVED TO TREAT OTHER CONDITIONS. - THE VAI'S CENTER FOR NEURODEGENERATIVE SCIENCE DIRECTOR AND COLLEAGUES IN EUROPE SHOWED THAT A MISFOLDED PROTEIN ASSOCIATED WITH PARKINSON'S DISEASE CAN TRAVEL FROM NEURONS IN THE OLFACTORY BULB - ONE OF THE AREAS FIRST IMPACTED BY THE DISEASE - TO OTHER REGIONS. THIS MAY LEAD TO NEW THERAPIES THAT SLOW PROGRESSION OF PARKINSON'S DISEASE. -VAI SCIENTISTS HAVE SHOWN THE INTERACTION BETWEEN MET AND HER2 (ERBB2+) RECEPTORS (TWO IMPORTANT GENES RELATED TO CANCER) IS LINKED TO TUMORS RESISTANT TO TARGETED THERAPIES. - ANXIETY, DEPRESSION AND MIGRAINES VAI SCIENTISTS ALONG WITH COLLEAGUES IN CHINA DISCOVERED THE STRUCTURAL BLUEPRINT THAT WILL AID IN THE DESIGN OF MORE SELECTIVE ACTIVATORS OF SEROTONIN RECEPTORS. SEROTONIN IS A NEUROTRANSMITTER AND ITS RECEPTORS ARE IMPORTANT DRUG TARGETS FOR CONDITIONS SUCH AS ANXIETY, DEPRESSION AND MIGRAINES. - RESEARCH INITIATED IN VAI'S CENTER FOR CANCER AND CELL BIOLOGY AND CONTINUED WITH COLLEAGUES IN THE CENTER FOR SKELETAL DISEASE AND TUMOR METASTASIS HAVE LINKED A DEFICIENCY OF MIG-6, A GENE ASSOCIATED WITH JOINT STABILITY, TO OSTEOARTHRITIS DEVELOPMENT AND THE REGULATION OF CARTILAGE CELLS. THIS WORK COULD LEAD TO DISEASE-MODIFYING TREATMENTS FOR OSTEOARTHRITIS. - VAI SCIENTISTS ARE WORKING TO FURTHER UNDERSTAND A KEY SIGNALING PATHWAY THAT MAY PROVIDE MORE EFFECTIVE TREATMENTS FOR PATIENTS WHOSE PROSTATE CANCER HAS SPREAD TO THEIR BONES. - SCIENTISTS IN VAI'S CENTER FOR SKELETAL DISEASE AND TUMOR METASTASIS HAVE SHOWN THAT A MUTATION OF THE LRP6 GENE CAN LEAD TO SEVERE OSTEOARTHRITIS AND FURTHER CLARIFIES THE ROLES OF THE LRP6 AND LRP5 GENES IN BONE STABILITY. BY USING A GENETIC MODEL, VAI SCIENTISTS WERE ABLE TO ASCERTAIN A CLEAR LINK BETWEEN THE GENES AND THE CELLS RESPONSIBLE FOR THE FORMATION OF BONE. - USING MELANOMA-BASED AVATAR MODELS THAT MIRROR HUMAN TUMOR PROGRESSION, VAI SCIENTISTS IDENTIFIED SEVERAL ACQUIRED DRUG RESISTANCE MECHANISMS TO TARGETED CANCER THERAPIES. THE GROUP ALSO IDENTIFIED A COMBINATION DRUG APPROACH THAT LED TO SUSTAINED REMISSIONS IN A VALIDATED PRE-CLINICAL SYSTEM. - VAI SCIENTISTS HAVE DEVELOPED A NEW METHOD THAT WILL AID IN THE DIAGNOSIS OF PRECANCEROUS CYSTS IN THE PANCREAS, WHICH CAN DEVELOP INTO AN AGGRESSIVE FORM OF CANCER.
FORM 990, PART X, LINE 33VARI NET ASSETS ARE CONSIDERED ON A CONSOLIDATED BASIS WITH VAN ANDEL INSTITUTE (VAI), VAN ANDEL EDUCATION INSTITUTE (VAEI), AND THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE (2012 ONLY), RELATED PARTIES. ON A CONSOLIDATED BASIS, NET ASSETS ARE $1,173,409,000 PER AUDITED FINANCIAL STATEMENTS. THE NEGATIVE NET ASSET BALANCE AT VARI IS DUE TO VAI FUNDING EXPENSES ON A CASH BASIS AND THE UNREALIZED LOSS RECORDED IN ASSOCIATION WITH THE INTEREST RATE SWAP.
FORM 990, PART IX, COLUMN DFUNDRAISING EXPENSES AT VARI WERE INCURRED TO SUPPORT THE MISSION OF THE RESEARCH INSTITUTE THROUGH DONOR SOLICITATION, GRANT SOLICITATION AND EXTRAMURAL PROPOSAL PREPARATION.

Schedule R IRS990ScheduleR

Form990 Schedule R Part I Form990ScheduleRPartI (4 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateTotal IncomeTotalIncomeEOY AssetsEOYAssetsBusiness Name Line1DirectControllingEntityName/BusinessNameLine1
VAI INNOVATIONS LLC
333 BOSTWICK AVENUE NEGRAND RAPIDSMI495032518522000823LICENSING INTELLECTUAL PROPERTY OF VARIMI-62866310174VAN ANDEL RESEARCH INSTITUTE
VARI INTERNATIONAL
333 BOSTWICK AVENUE NEGRAND RAPIDSMI495032518262615936BIOMEDICAL RESEARCHMI320VAN ANDEL RESEARCH INSTITUTE
BOSTWICK EVENT MANAGEMENT
333 BOSTWICK AVENUE NEGRAND RAPIDSMI495032518522000823EVENT MANAGEMENTMI5866117458VAN ANDEL RESEARCH INSTITUTE
VARI-CLINXUS LLC (TRANSFERRED 82213)
333 BOSTWICK AVENUE NEGRAND RAPIDSMI495032518274015168CLINICAL TRIALSMI-33186640161VAN ANDEL RESEARCH INSTITUTE

Form990 Schedule R Part II Form990ScheduleRPartII (3 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionPublic Charity StatusPublicCharityStatusDirect Controlling Entity NADirectControllingEntityNAControlled OrgControlledOrgBusiness Name Line1DirectControllingEntityName/BusinessNameLine1
VAN ANDEL INSTITUTE
333 BOSTWICK AVENUE NEGRAND RAPIDSMI495032518522000820SUPPORTING ORGANIZATION FOR VARI AND VAEIMI501(C)(3)11CN/A0
VAN ANDEL EDUCATION INSTITUTE
333 BOSTWICK AVENUE NEGRAND RAPIDSMI495032518522000824OPERATING A SCIENCE EDUCATION PROGRAMMI501(C)(3)21VAN ANDEL INSTITUTE
VAN ANDEL INSTITUTE GRADUATE SCHOOL
333 BOSTWICK AVENUE NEGRAND RAPIDSME495032518203340886OPERATING A GRADUATE SCHOOLMI501(C)(3)21VAN ANDEL EDUCATION INSTITUTE

Form990 Schedule R Part IV Form990ScheduleRPartIV

Name Of Related Org NameOfRelatedOrg

FieldValueIRS element (for citing)
Business Name Line1TRANSMED SYSTEMS INCBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line121170 CANYON OAK WAYAddressLine1
CityCUPERTINOCity
StateCAState
ZIP Code95014ZIPCode
FieldValueIRS element (for citing)
EIN272358859EIN
Primary ActivityPERSONALIZED MEDICINE SOFTWARE AND SERVICESPrimaryActivity
Legal Domicile StateDELegalDomicileState

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1VAI INNOVATIONS LLCBusinessNameLine1
FieldValueIRS element (for citing)
Type Of EntityCTypeOfEntity
Share Of Total Income-1274453ShareOfTotalIncome
Share Of EOY Assets880871ShareOfEOYAssets
Percentage Ownership0.31930PercentageOwnership
Controlled Org0ControlledOrg
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties1ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org1GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org1GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org1LoansOrGuaranteesFromOtherOrg
Dividends Related Organization0DividendsRelatedOrganization
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs0RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs1PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs0PerformOfServicesByOtherOrgs
Sharing Of Facilities1SharingOfFacilities
Sharing Of Paid Employees1SharingOfPaidEmployees
Reimbursement Paid To Other Org1ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org1ReimbursementPaidByOtherOrg
Other Transfer To Other Org1OtherTransferToOtherOrg
Other Transfer From Other Org0OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (17 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolvedMethod Of Amt DeterminationMethodOfAmtDetermination
VAN ANDEL INSTITUTE
C43882066ACTUAL AMOUNT PAID
VAN ANDEL INSTITUTE
E18670000TOTAL RECORDED
VAN ANDEL INSTITUTE
N315668ALLOCATION BASED ON SQ. FOOTAGE
VAN ANDEL INSTITUTE
P491604ACTUAL AMOUNT PAID
VAN ANDEL INSTITUTE
N173843ALLOCATION BASED ON EFFORT
VAN ANDEL INSTITUTE
O1167918ALLOCATION BASED ON EFFORT
VAN ANDEL EDUCATION INSTITUTE
P75898ACTUAL AMOUNT PAID
VAN ANDEL EDUCATION INSTITUTE
Q1080055ACTUAL AMOUNT RECEIVED
VAN ANDEL EDUCATION INSTITUTE
O69920APPORTIONED FY13 COMPENSATION
VAN ANDEL EDUCATION INSTITUTE
N40815ALLOCATION BASED ON EFFORT
VAN ANDEL EDUCATION INSTITUTE
O274207ALLOCATION BASED ON EFFORT
VAN ANDEL INSTITUTE GRADUATE SCHOOL
N19652ALLOCATION BASED ON EFFORT
VAN ANDEL INSTITUTE GRADUATE SCHOOL
N177563ALLOCATION BASED ON SQ. FOOTAGE
VAN ANDEL INSTITUTE GRADUATE SCHOOL
Q148148ACTUAL AMOUNT RECEIVED
VAN ANDEL INSTITUTE GRADUATE SCHOOL
O132025ALLOCATION BASED ON EFFORT
TRANSMED SYSTEMS INC
A666667ACCRUED PER CONTRACT
VAN ANDEL INSTITUTE
Q5527150ACTUAL AMOUNT PAID