2025-03-14T13:31:21-05:00 2024-06-30 331498605 PLANTE & MORAN PLLC 250 S HIGH ST SUITE 100 COLUMBUS OH 43215 990 2023-07-01 454135256 WESTERN MICHIGAN UNIVERSITY HOMER STRYKER MD SCHOOL OF MEDICINE WEST 2693774400 1000 OAKLAND DRIVE KALAMAZOO MI 49008 ROBERT SAWYER MD PRESIDENT/DEAN 2693774400 2025-03-13 1 1 AMY CIMINELLO P00796388 2695674500 2025-03-07 2023 2025-03-06 01:10:19Z WMU SCHOOL OF MEDICINE ROBERT SAWYER MD 1000 OAKLAND DRIVE KALAMAZOO MI 49008 125600867 0 X WMED.EDU X 2011 MI TO OWN AND OPERATE AN INSTITUTION OF HIGHER LEARNING. 11 8 1196 8 0 0 65114202 65707111 54168963 57104781 504163 561829 2372446 2227146 122159774 125600867 4404917 5085647 0 0 87193804 94726854 0 0 47479 29905011 29963004 121503732 129775505 656042 -4174638 444367736 449788720 97634509 96422535 346733227 353366185 TO EDUCATE AND INSPIRE LIFELONG LEARNERS TO BE EXCEPTIONAL CLINICIANS, LEADERS, EDUCATORS, ADVOCATES AND RESEARCHERS OF TOMORROW. 0 0 45636938 0 31548863 CONDUCT MEDICAL RESEARCH AND PERFORM CLINICAL ACTIVITIES NORMALLY PERFORMED BY AN INSTITUTION THAT CONDUCTS PROGRAMS OF MEDICAL EDUCATION AND TRAINING. PROVIDE FACILITY, ADMINISTRATIVE AND BUSINESS SUPPORT SERVICES TO NURTURE THE DEVELOPMENT OF HIGH TECHNOLOGY AND LIFE SCIENCE BUSINESS ENTERPRISES. 35368889 0 1632700 PROVIDE AND CONDUCT GRADUATE MEDICAL EDUCATION AND TRAINING PROGRAMS IN SPECIALIZED FIELDS OF MEDICINE FOR RESIDENTS AND FELLOWS WHO HAVE EARNED A DOCTOR OF MEDICINE DEGREE OR EQUIVALENT. 25795527 5085647 23932022 PROVIDE AND CONDUCT MEDICAL EDUCATION AND TRAINING PROGRAMS THAT LEAD TO HEALTHCARE-RELATED DEGREES INCLUDING THE DEGREE OF DOCTOR OF MEDICINE IN A PROGRAM ACCREDITED BY THE LIAISON COMMITTEE ON MEDICAL EDUCATION. 1185874 0 2020661 1185874 2020661 107987228 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 613 0 1 1196 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 11 8 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 1 1 0 MI X AMY SMITCHOLS 2693374411 1000 OAKLAND DRIVE KALAMAZOO MI 490088011 PAULA TERMUHLEN DEAN - PART YEAR 40.00 0.00 X X 623511 0 50903 ROBERT SAWYER DEAN - PART YEAR 40.00 0.00 X X 558070 0 54150 LORI STRAUBE ASSOC DEAN OF ADMIN & FIN 40.00 0.00 X 293042 0 55944 LAUREN PIPER ASSOC DEAN FOR CLINICAL AFFAIRS 40.00 0.00 X 222675 0 15936 EDWARD MONTGOMERY CHAIRMAN - PART YEAR 0.50 0.00 X X 0 0 0 BILL MANNS SECRETARY 0.50 0.00 X X 0 0 0 JEANNE BLONDIA TREASURER 0.50 0.00 X X 0 0 0 CONSUELO SHANK MEMBER 0.50 0.00 X 0 0 0 DOUGLAS APPLE MEMBER 0.50 0.00 X 0 0 0 GRACE LUBWAMA MEMBER - PART YEAR 0.50 0.00 X 0 0 0 JAN VAN DER KLEY MEMBER 0.50 0.00 X 0 0 0 LARRY TOLBERT MEMBER 0.50 0.00 X 0 0 0 MARTINSON ARNON MEMBER 0.50 0.00 X 0 0 0 MICHAEL WILLIAMS MEMBER 0.50 0.00 X 0 0 0 KENTER KEITH CHAIR, DEPARTMENT OF ORTHOPEDICS 40.00 0.00 X 796649 0 45919 SANTHOSH KOSHY CHAIR, DEPARTMENT OF MEDICINE 40.00 0.00 X 590872 0 28193 KAREN BOVID MEDICAL DIRECTOR, DEPT OF ORTHOPEDICS 40.00 0.00 X 527818 0 55290 SAAD SHEBRAIN FACULTY, SURGERY 40.00 0.00 X 514952 0 53303 LAURENCE MCCAHILL FACULTY, SURGERY 40.00 0.00 X 496758 0 27846 4624347 0 387484 156 0 1 0 JACKSON & COKER LOCUMTENENS LLC 2655 NORTHWINDS PARKWAY ALPHARETTA GA 30009 HEALTHCARE SERVICES 764375 BRONSON HEALTHCARE GROUP 601 JOHN STREET KALAMAZOO MI 49007 HEALTHCARE SERVICES 610328 HOEKSTRA ROOFING COMPANY 1963 OLMSTEAD ROAD KALAMAZOO MI 49048 CONSTRUCTION 595369 TOO CLEAN INC 213 BALCH STREET KALAMAZOO MI 49001 CLEANING SERVICES 490199 BUIST ELECTRIC 2 - 84TH AVENUE SW BYRON CENTER MI 49315 CONSTRUCTION 456493 25 9504263 56202848 65707111 TUITION AND FEES 611600 23773898 23773898 CONTRACT REVENUE 611600 20675517 20675517 PATIENT SERVICE REVENUE 623990 12393448 12393448 INNOVATION CENTER SERVICES 541700 143266 143266 CONTINUING EDUCATION REVENUE 611600 118652 118652 57104781 561829 561829 1966020 0 1966020 1966020 1966020 FLEX FORFITURES 812900 95966 95966 BASIC LIFE SUPPORT TRAINING 812900 63445 63445 HOUSEKEEPING 812900 60500 60500 41215 41215 261126 125600867 59134246 0 759510 5085647 5085647 1956910 1956910 74893205 69295386 5596398 1421 6224215 5950847 273283 85 6866073 6145107 720268 698 4786451 4374789 411568 94 307772 307772 150083 150083 3298835 2817425 481410 72760 2818 61572 8370 502226 298820 202465 941 1966851 510654 1456197 4223652 1056976 3166676 270668 246755 23913 1437783 1328731 107186 1866 2866910 2866910 6259132 3797749 2461383 634594 4908 629686 EDUCATIONAL SUPPORT COS 3182134 3182134 MEDICAL AND RESEARCH SU 2384350 2384350 RECRUITING 702652 219520 483132 BAD DEBT EXPENSE 330214 330214 1372388 954398 383986 34004 129775505 107987228 21740798 47479 9820 4860 22335030 20430932 3147500 2081500 7140008 4721198 150019 151573 2002567 1253444 157961381 68435807 91846056 89525574 13823302 16648878 10513983 11686848 293399451 303283913 444367736 449788720 6504636 7660703 11909474 9267359 57240000 55610000 21980399 23884473 97634509 96422535 X 29659087 25350655 317074140 328015530 346733227 353366185 444367736 449788720 -4174638 10807596 0 X X 0 1 X 1 1 1 X 62432809 348071750 69963339 65114202 65707111 611289211 62432809 348071750 69963339 65114202 65707111 611289211 216354885 394934326 1458294 4891517 -77374 2706962 2527849 11507248 233613 157043 401740 75757 261126 1129279 623925738 245325268 0.63300 0.63950 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: FUNDRAISING - 2019 AMOUNT: $ 12,375. MISCELLANEOUS REVENUE - 2019 AMOUNT: $ 221,238. 2020 AMOUNT: $ 157,043. 2021 AMOUNT: $ 401,740. 2022 AMOUNT: $ 75,757. 2023 AMOUNT: $ 261,126. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 103183706 57122668 12183606 260490 11686848 64484163 31675131 7241434 217022 103183706 9990716 59285724 -4594457 197820 64484163 7287190 684789 2126174 107437 9990716 6655099 1105084 -325641 147352 7287190 0.00000 1.00000 0.00000 1 0 2055115 2055115 117107536 33079551 84027985 34261118 31273463 2987655 4537612 4082793 454819 89525574 INTEREST IN NET ASSETS OF WMU FOUNDATION 297341635 LONG-TERM PREPAID MAINTENANCE CONTRACT 92580 ROU ASSETS 5849698 303283913 DEFERRED COMPENSATION LIABILITY 16648878 MIDOCS LOAN REPAYMENT 1105000 LEASE LIABILITIES - OPERATING 2699772 LEASE LIABILITES - FINANCE 2187538 CURRENT LEASE LAIBILITIES - OPERATING 424516 CURRENT LEASE LAIBILITIES - FINANCE 818769 23884473 130535132 10807596 10807596 119727536 5873331 5873331 125600867 123902174 0 123902174 5873331 5873331 129775505 PART V, LINE 4: THE ENDOWMENT FUNDS AT JUNE 30, 2024 WILL BE USED FOR 1) VISITING PROFESSORS, 2) SCHOLARSHIPS, AND 3) GENERAL SUPPORT OF MEDICAL EDUCATION AND MEDICAL RELATED RESEARCH. PART XI, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT EXPENSE 330,214. SCHOLARSHIPS 5,543,117. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS 5,543,117. BAD DEBT EXPENSE 330,214. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE RACIAL NONDISCRIMINATION POLICY IS PUBLICIZED ON THE WMED WEBSITE, PRINTED IN THE MEDICAL STUDENT POLICY MANUAL, AND PRINTED IN THE FACULTY HANDBOOK, AND PRINTED IN ALL RECRUITMENT MATERIALS FOR STUDENTS, FACULTY, STAFF, AND RESIDENTS. SCHEDULE E, PART I, LINE 6 THE ORGANIZATION RECEIVED SEVERAL GRANTS FROM THE MICHIGAN DEPARTMENT OF COMMUNITY HEALTH, THE NIH, AND VARIOUS FEDERAL INCENTIVES. THE ORGANIZATION ALSO PARTICIPATES IN FEDERAL TITLE IV AID FOR STUDENTS. 1 0 0 SCHOLARSHIPS 342 5085647 N/A N/A PART I, LINE 2: WMED REQUIRES DETAIL LISTINGS OF ALL GRANT EXPENDITURES. ADDITIONALLY WMED MAY REQUEST DETAIL SUPPORT TO SUBSTANTIATE GRANT EXPENDITURES. 1 X X 0 1 0 0 0 0 0 0 0 KENTER KEITH CHAIR, DEPARTMENT OF ORTHOPEDICS 785478 0 0 0 11171 0 28200 0 17719 0 842568 0 0 0 PAULA TERMUHLEN DEAN - PART YEAR 576240 0 36100 0 11171 0 28600 0 22303 0 674414 0 62034 0 SANTHOSH KOSHY CHAIR, DEPARTMENT OF MEDICINE 560984 0 0 0 29888 0 27299 0 894 0 619065 0 0 0 ROBERT SAWYER DEAN - PART YEAR 533287 0 100 0 24683 0 27485 0 26665 0 612220 0 0 0 KAREN BOVID MEDICAL DIRECTOR, DEPT OF ORTHOPEDIC 519772 0 0 0 8046 0 27418 0 27872 0 583108 0 0 0 SAAD SHEBRAIN FACULTY, SURGERY 494180 0 12000 0 8772 0 27838 0 25465 0 568255 0 0 0 LAURENCE MCCAHILL FACULTY, SURGERY 483587 0 2000 0 11171 0 26952 0 894 0 524604 0 0 0 LORI STRAUBE ASSOC DEAN OF ADMIN & FIN 290914 0 100 0 2028 0 27153 0 28791 0 348986 0 0 0 LAUREN PIPER ASSOC DEAN FOR CLINICAL AFFAIRS 180463 0 41800 0 412 0 15324 0 612 0 238611 0 0 0 PART I, LINE 4B THE ORGANIZATION HAS A 457(B) PLAN THAT IS OFFERED TO ITS HIGHLY COMPENSATED EMPLOYEES. DR. TERMUHLEN, DR. SAWYER, AND LORI STRAUBE RECEIVED THE MAXIMUM AMOUNT OF $15,000. THE FOLLOWING INDIVIDUALS PARTICIPATED IN THE SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN IN 2024, AND RECEIVED THE FOLLOWING DISTRIBUTIONS IN THE CURRENT YEAR : PAULA TERMUHLEN $62,034 LAUREN PIPER $0 KEITH KENTER $0 KAREN BOVID $0 LAURENCE MCCAHILL $0 ROBERT SAWYER $0 SANTHOSH KOSHY $0 FORM 990, PART I, ITEM C DBA: WMED HEALTH DBA: WMED MEDICAL EXAMINER AND FORENSIC SERVICES DBA: WMU HOMER STRYKER M.D. SCHOOL OF MEDICINE DBA: WESTERN MICHIGAN UNIVERSITY SCHOOL OF MEDICINE DBA: WESTERN MICHIGAN UNIVERSITY HOMER STRYKER M.D. SCHOOL OF MEDICINE MEDIC EXAMINER AND FORENSIC SERVICES. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS 3 CLASSES OF MEMBERS: CLASS A, CLASS B, AND CLASS C. CLASS A MEMBERSHIP IS LIMITED TO THE BOARD OF TRUSTEES OF WESTERN MICHIGAN UNIVERSITY. CLASS B MEMBERSHIP IS LIMITED TO ENTITIES THAT OWN AND OPERATE HOSPITALS THAT FUND GRADUATE MEDICAL EDUCATION PROGRAMS AND PROVIDE PRACTICAL IN-HOSPITAL TRAINING AND EXPERIENCES FOR STUDENTS, RESIDENTS, AND FELLOWS OF THE SCHOOL OF MEDICINE. THE INITIAL CLASS B MEMBERS SHALL BE BRONSON HEALTHCARE GROUP, INC. AND BORGESS ASCENSION. CLASS C MEMBERSHIP IS PERMITTED TO ANY PERSON OR ENTITY THAT SUPPORTS THE MISSION AND PURPOSES OF THE ORGANIZATION, MEETS OTHER REQUIREMENTS ESTABLISHED BY THE BOARD OF DIRECTORS, AND IS APPROVED BY THE AFFIRMATIVE VOTE OF THE CLASS A MEMBERS AND AT LEAST 50% OF THE CLASS B MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A THE SELECTION OR TERMINATION OF THE DEAN OF THE SCHOOL OF MEDICINE IS PERMITTED AND AUTHORIZED BY THE AFFIRMATIVE VOTE OF THE CLASS A MEMBERS AND AT LEAST 50% OF THE CLASS B MEMBERS. FORM 990, PART VI, SECTION A, LINE 7B CLASS A MEMBERS HAVE THE RESERVED POWER TO APPROVE (A) THE INCURRING OF INDEBTEDNESS, BOND, INDENTURE, OR LOAN, (B) THE LEASE OF ANY REAL PROPERTY FOR A TERM GREATER THAN 12 MONTHS, (C) ANY MORTGAGE, SECURITY INTEREST, LIEN, OR OTHER ENCUMBRANCE OF PROPERTY OR ASSETS, (D) ANY RIGHTS TO NAME THE CORPORATION. CLASS B MEMBERS HAVE THE RESERVED POWER TO APPROVE THE ESTABLISHMENT, CHANGE IN COMPLEMENT, TERMINATION, OR RELATED BUDGET OF GRADUATE MEDICAL EDUCATION PROGRAMS OF THE CORPORATION THAT ARE FUNDED BY CLASS B MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B APPROVAL OF THE 990 WAS COMPLETED BY THE FINANCE COMMITTEE THAT HAS THE AUTHORITY TO ACT ON BEHALF OF THE BOARD OF DIRECTORS IN THIS MATTER. THE RETURN IS ALSO PRESENTED AND REVIEWED AT A BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 12C WE HAVE AN ACTIVE COMPLIANCE COMMITTEE THAT MEETS 3-4 TIMES A YEAR THAT REVIEWS COMPLIANCE ACTIVITIES. THE COMPLIANCE PLAN FOR THE NEXT YEAR AND A FORMAL REPORT OF COMPLIANCE ACTIVITIES FOR THE PAST YEAR ARE PROVIDED TO THE FINANCE COMMITTEE THAT HAS THE AUTHORITY TO ACT ON BEHALF OF THE BOARD OF DIRECTORS IN THIS MATTER. ANY FINANCE COMMITTEE MEMBER HAVING A CONFLICT OF INTEREST SHALL NOT PARTICIPATE IN DISCUSSION OR VOTE ON THE MATTER. FORM 990, PART VI, SECTION B, LINE 15 WE USE COMPENSATION DATA FROM SURVEYS COLLECTED BY OUR HUMAN RESOURCES DEPARTMENT TO PROVIDE TO THE BOARD OF DIRECTORS THAT FORMALLY APPROVES THE ANNUAL COMPENSATION OF THE CEO/DEAN. THIS IS AN ANNUAL PROCESS WHICH WAS COMPLETED FOR FISCAL YEAR 2024. COMPENSATION FOR THE ASSOCIATE AND ASSISTANT DEANS AND OTHER KEY EMPLOYEES IS DETERMINED BY USING COMPENSATION DATA FROM SURVEYS COLLECTED BY OUR HUMAN RESOURCES DEPARTMENT PROVIDED TO THE VP OF PEOPLE AND CULTURE, VP OF FINANCE AND BUSINESS DEVELOPMENT AND THE CEO/DEAN. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: NO CHANGE IN THE PROCESS HAS BEEN MADE FROM PRIOR YEAR.