2014-05-15T12:02:13-05:00 2013-06-30 BDO USA LLP 1100 Peachtree Street Suite 700 ATLANTA GA 303094516 990 2012-07-01 581438873 Morehouse School of Medicine % F JOHN CASE EDD MORE 4047521500 720 westview drive sw Suite atlanta GA 30310 F JOHN CASE 4047521500 2014-05-15 true Sandra L Feinsmith 4046886841 2012 2015-11-30 17:44:51Z president john e maupin jr 720 westview drive sw atlanta GA 30310 190256031 false X www.msm.edu X 1975 GA see schedule o, organization's mission part iii, line 1 30 28 1297 0 0 124938873 132733299 8383756 11237793 -2945928 5704888 1154752 784277 131531453 150460257 1289602 2031010 0 0 83453541 86162102 0 0 2023844 49190404 55881531 133933547 144074643 -2402094 6385614 175749971 170553875 31508683 19926973 144241288 150626902 X SEE SCHEDULE O, ORGANIZATION'S MISSION PART III, LINE 1 false false 113274219 2031010 12022070 see schedule o, organization's overview, part iii, line 4a 113274219 true true false true false false false false false true true true false false true true false true true false false true 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 767 0 1297 true false false false false false false false false false false X 30 28 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 ANTHONY WELTERS jd 0.0 0.0 X 0 0 0 ROBERT L WRIGHT JR 0.0 0.0 X 0 0 0 edward k bass iii md 0.0 0.0 X 0 0 0 WILLIAM CLEVELAND md 0.0 0.0 X 0 0 0 ARTHUR COLLINS 0.0 0.0 X 0 0 0 JACKIE COLLINS cpa 0.0 0.0 X 0 0 0 camille davis-williams md 0.0 0.0 X 0 0 0 aaron dent 0.0 0.0 X 0 0 0 CHRISTOPHER EDWARDS md 0.0 0.0 X 0 0 0 JOY FITZGERALD 0.0 0.0 X 0 0 0 SUSAN GRANT 0.0 0.0 X 0 0 0 SARAH HAMBRECHT 0.0 0.0 X 0 0 0 DOUglas johnson cpa 0.0 0.0 X 0 0 0 BRIAn o JORDAN 0.0 0.0 X 0 0 0 KEVIN LOFTON 0.0 0.0 X 0 0 0 W THOMAS LOMAX 0.0 0.0 X 0 0 0 DOUGLAS LOVE esq 0.0 0.0 X 0 0 0 RUTH LOVE phd 0.0 0.0 X 0 0 0 THOMAS MALONE md 0.0 0.0 X 0 0 0 kevin mcgee 0.0 0.0 X 0 0 0 SYLVESTER MCRAE MD 0.0 0.0 X 0 0 0 rhonda meadows md 0.0 0.0 X 0 0 0 claire pomeroy 0.0 0.0 X 0 0 0 the honorable CALVIN SMYRE 0.0 0.0 X 0 0 0 HENRY HANK THOMAS 0.0 0.0 X 0 0 0 FELKER w ward jr 0.0 0.0 X 0 0 0 john s wilson jr edd 0.0 0.0 X 0 0 0 opal williams 0.0 0.0 X 0 0 0 byron ford phd 40.0 0.0 X 180000 0 7014 JOHN E MAUPIN DDS MBA 40.0 5.0 X X 665073 0 18842 VALERIE MONTGOMERY RICE MD 40.0 5.0 X 772620 0 18165 DONNETTA S BUTLER 40.0 0.0 X 373750 0 13417 HAROLD W JORDAN II 40.0 0.0 X 225000 0 8767 SALLY M DAVIS 40.0 0.0 X 225000 0 8767 ed w childs md 40.0 0.0 X 625000 0 19102 derrick j beech md facs 40.0 0.0 X 398700 0 14596 ROLAND MATTHEWS MD 40.0 0.5 X 387000 14148 ronald moore md facs 40.0 0.0 X 375000 0 4724 wilson dumornay md 40.0 0.0 X 350000 0 5389 4577143 0 132931 191 false true false THE SODEXO GROUP 9801 washingtonian boulevard GAITHERSBURG MD 20878 FACILITIES MGMT 1575215 deloitte Touche llp po box 7247 6446 PHILADELPHIA PA 30024 accounting consult 725445 via consulting 1000 peachtree industrial blvd st SUWANEE GA 30024 consulting 687633 SUNGARD AVAILABILITY SERVICES 680 EAST SWEDESFORD ROAD WAYNE PA 19087 BANNER SERVICING 503937 atlanta medical center 303 parkway dr ne ATLANTA GA 30312 administ services 304503 14 109877320 22855979 132733299 TUITION AND FEES 611710 11237793 11237793 11237793 1767155 1767155 0 0 0 0 0 43733507 39795774 3937733 3937733 3937733 0 0 0 OTHER SOURCES 900099 784277 784277 784277 150460257 12022070 5704888 0 1909344 1909344 121666 121666 0 4397143 4397143 0 63579642 58902958 3730300 946384 4755701 3974028 715665 66008 6819191 6057030 661545 100616 6610425 5523899 994774 91752 0 720210 253987 466223 467622 3080 464542 211008 211008 0 380436 380436 6612538 3074845 3291154 246539 131761 117604 13757 400 7230071 6257683 825871 146517 3675519 153026 3522493 0 2233490 117103 2116387 3682976 3018837 415702 248437 0 709783 566678 85696 57409 383541 383541 0 4612389 4612389 351414 5460 345954 SUBCONTRACTS 7373069 7373069 DUES AND SUBSCRIPTIONS 1147649 939379 136649 71621 STIPENDS & HONORARIUMS 1479698 1468098 11100 500 HUMAN PARTICIPANT COSTS 220431 220431 14257926 13216014 994251 47661 144074643 113274219 28776580 2023844 3542373 1709469 0 0 1332900 1116009 40473720 19304352 0 0 0 0 6991121 5561389 0 0 0 0 112193190 50209106 56002893 61984084 51842673 59329089 15383077 21363729 0 0 0 0 181214 185754 175749971 170553875 13755412 2984919 1550271 1550271 0 0 0 0 0 0 0 0 8215000 7403783 0 0 7988000 7988000 31508683 19926973 X 65689513 64125952 1572935 3832054 76978840 82668896 144241288 150626902 175749971 170553875 6385614 X X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true false false false false true 211008 false false 211008 false Part II-B, Line 1 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 hamper 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. Part II-B, Line 1b Daniel Dawes, Executive Director of Government Affairs, spends approximately 10% of his time with lobbying activities. Part II-B, Line 1g The two contractors that provided lobbying activities are: Bates Associates, Inc. - $97,963 Health & Medicine Counsel of Washington - $113,045 67225750 12204926 5526853 680588 3391859 342264 80542818 73299072 0 -3038015 615855 2009395 410057 67225750 63402650 4781250 8254014 881000 1779154 478688 73299072 56117276 5457187 3978448 663503 1469530 17228 63402650 60351884 6681273 -8111849 663636 2129986 10410 56117276 0.00240 0.99760 false false 11403357 11403357 62601494 27833550 34767944 6981167 1600013 5381154 23800240 18354350 5445890 7406932 2421193 4985739 61984084 ALTERNATIVE INVESTMENTS 21363729 F 21363729 0 WORKING LINE OF CREDIT 7988000 7988000 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 5% of the three year moving average of market values at december 31st. our endowment support for FY2013 included 16.7% for student scholarships and 83.3% 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, 2013. 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 Sub-Saharan Africa HIV/AIds training 95890 Wire trans N/A N/A Europe (Including Iceland and Greenland) targeted research 25776 check n/a n/a 2 2 false false false false false false Part I question 2 SUBRECIPIENT MONITORING The Office of Grants and Contracts is responsible for gathering updated information and documentation on the subrecipient's organization,financial stability, and financial processes and controls. Pertinent information that is accumulated, reviewed, and analyzed includes but is not limited to: Annual financial statements Annual audit reports or A-133 audit certification letter Certification that institutional management letters do not indicate any control weaknesses Financial questionnaires for non A-133 subrecipients Part II Grantees outside the U.S. University of Ghana $95,890 Royal College of Surgeons of Ireland $25,776 Part II Method of accounting Morehouse School of Medicine uses the accrual method of accounting. true scholarships paid to morehouse students 149 1909344 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 149 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 $1,909,344. X true true X X X X X false false false false false false false false false byron ford phd 180000 0 0 0 0 0 6300 0 714 0 187014 0 0 0 JOHN E MAUPIN DDS MBA 600203 0 0 0 64870 0 17850 0 992 0 683915 0 0 0 VALERIE MONTGOMERY RICE MD 500000 0 75000 0 197620 0 17157 0 1008 0 790785 0 0 0 DONNETTA S BUTLER 325000 0 0 0 48750 0 12425 0 992 0 387167 0 0 0 HAROLD W JORDAN II 225000 0 0 0 0 0 7875 0 892 0 233767 0 0 0 SALLY M DAVIS 225000 0 0 0 0 0 7875 0 892 0 233767 0 0 0 ed w childs md 625000 0 0 0 0 0 17500 0 1602 0 644102 0 0 0 derrick j beech md facs 398700 0 0 0 0 0 13604 0 992 0 413296 0 0 0 ROLAND MATTHEWS MD 387000 0 0 13156 992 401148 ronald moore md facs 375000 0 0 0 0 0 4038 0 686 0 379724 0 0 0 wilson dumornay md 350000 0 0 0 0 0 4779 0 610 0 355389 0 0 0 SUPPLEMENTAL COMPENSATION INFORMATION - SCHEDULE J, PART II DR. MAUPIN, THE PRESIDENT - COMPENSATION CONTRACT PROVIDES FOR A HOUSING ALLOWANCE AND CAR ALLOWANCE TOTALING $64,870 for the calendar year ENDING 12/31/12. ACCORDING TO DR. MAUPIN'S EXECUTIVE EMPLOYMENT AGREEMENT, THE BOARD OF TRUSTEES DETERMINES WHETHER HE RECEIVES A BONUS and the amount. DR. MONTGOMERY RICE, THE DEAN-COMPENSATION CONTRACT PROVIDES FOR A HOUSING ALLOWANCE AND EXECUTIVE SUPPLEMENTAL LIFE ALLOWANCE TOTALING $43,620 FOR THE CALENDAR YEAR ENDING 12/31/12. supplemental information form 990, part iii, line 1 Mission morehouse school of medicine is dedicated to improving the health and well-being of individuals and communities; increasing the diversity of the health professional and scientific workforce; and addressing primary health care needs through programs in education, research, and service, with emphasis on people of color and the underserved urban and rural populations in georgia and the nation. form 990, part iii, line 4a overview established in 1975 to recruit and train minority and other individuals from disadvantaged backgrounds, regardless of race or ethnicity, as physicians committed to the primary health care needs of the underserved, the school's academic stature and reputation have grown exponentially over the past three decades. Today, msm is among the nation's leading educators of primary care physicians. the majority of the more than 1,000 alumni have chosen to honor the msm mission by serving communities in inner cities and rural areas with more than 60 percent carrying forth this mission across the country including rural areas in georgia. msm commands national attention for its unique nurturing campus environment and outstanding training programs in medicine, biomedical research and public health. msm's strong emphasis on strengthening primary care, promoting prevention and early detection, and conducting research and translating discovery into community solutions and improved patient care that contributes to the elimination of health disparities, has made msm a unique institution among the nation's academic medical centers. msm's student enrollment for 2012-2013 is 357. msm awards the doctor of medicine, doctor of philosophy in biomedical sciences, master of public health, master of science in clinical research, master of science in biomedical research and master of science in biomedical technology degrees. msm's more than 200 full-time and part-time faculty members are noted in their fields for excellence in teaching, research and public policy and are known in the community for providing exceptional, culturally appropriate patient care. The majority of msm patient care and clinical training occurs at grady memorial hospital. In partnership with emory university school of medicine, msm and emory faculty and residents are responsible for more than three million patient visits a year. The expansion of msm's research enterprise particularly over the last decade has been fueled in large part by significant investments in our research infrastructure with funding from the national institutes of health (Nih), american heart association, health resources and services administration (hrsa), the georgia cancer coalition and others. The national center for primary care of msm serves as a national resource in promoting the value of primary care medicine and encouraging doctors to pursue primary care careers. it conducts practice-based research to improve health outcomes; creates protocols and tools for improving primary care effectiveness; and undertakes public policy analyses focused on making primary care services more accessible and effective. form 990, part vi, section b, question 11 governing board and management the corporation'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 corporation. 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, line 15 process for determining compensation the administration and facilities management committee shall develop general salary and fringe benefit guidelines for the corporation'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 corporations similar to the corporation, 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 corporation. (emphasis added) 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 corporation 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 corporation's governing documents are a matter of public record with the state of georgia. The corporation's conflict of interest policy is a matter of public record with the state of Georgia. The corporation's financial statements are available on the entity's website. Form 990, Part XII, Queston 2b THE CORPORATION'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 phy services GA 501(c)(3) 11 type iii na false false false false false false false false false false false false false false false false true false false MOREHOUSe healthcare q 4355246 FMV