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Nonprofiteer
← WESTERN MICHIGAN UNIVERSITY FOUNDATION

Form 990 for tax year 2023

Filed by WESTERN MICHIGAN UNIVERSITY FOUNDATION.

Totals

Total revenue
$58,768,528
Total expenses
$56,363,745
Contributions and grants received
$30,566,544
Grants paid
$43,305,601
Program service revenue
$0
Investment income
$28,081,670
Other revenue
$120,314
Total assets, end of year
$1,069,236,326
Total liabilities, end of year
$5,737
Net assets or fund balances, end of year
$1,069,230,589
Program services expenses (Part IX)
$48,015,438
Management and general expenses
$2,314,861
Fundraising expenses
$6,033,446
Program service expenses (Part III)
$48,015,438

Program services were 85.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • LYNN CHEN-ZHANG

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • STEPHEN K PARKER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JANICE J VAN DER KLEY

    TREASURER

    Total calculated
    $348,746
    From this org
    $0
    From related orgs
    $302,162
    Other
    $46,584
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    not reported + $295,293 related
    Bonus
    not reported
    Other
    not reported + $6,869 related
    Deferred
    not reported + $32,482 related
    Nontaxable benefits
    not reported + $14,102 related
    Filer's total
    not reported + $348,746 related

  • COLLEEN SCARFF

    ASSISTANT TR

    Total calculated
    $250,616
    From this org
    $0
    From related orgs
    $210,584
    Other
    $40,032
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    not reported + $205,781 related
    Bonus
    not reported
    Other
    not reported + $4,803 related
    Deferred
    not reported + $22,636 related
    Nontaxable benefits
    not reported + $17,396 related
    Filer's total
    not reported + $250,616 related

  • KRISTEN R DEVRIES

    SECRETARY, E

    Total calculated
    $363,907
    From this org
    $0
    From related orgs
    $316,835
    Other
    $47,072
    Hours/week
    50 + 1 related

    Schedule J breakdown matched by us

    Base
    not reported + $299,730 related
    Bonus
    not reported
    Other
    not reported + $17,105 related
    Deferred
    not reported + $32,970 related
    Nontaxable benefits
    not reported + $14,102 related
    Filer's total
    not reported + $363,907 related

  • EDWARD B MONTGOMERY

    DESIGNATED D

    Total calculated
    $591,450
    From this org
    $0
    From related orgs
    $517,639
    Other
    $73,811
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    not reported + $500,073 related
    Bonus
    not reported
    Other
    not reported + $17,566 related
    Deferred
    not reported + $55,008 related
    Nontaxable benefits
    not reported + $18,803 related
    Filer's total
    not reported + $591,450 related

  • SANDRA L DOCTOR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ROBERT M BEAM

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JAMES S BRADY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • PATRICK ALLKINS

    DIRECTOR (PA

    Total calculated
    $0
    Hours/week
    1

  • PHIL CHLUDZINSKI

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JEANNE H CARLSON

    VICE PRESIDE

    Total calculated
    $0
    Hours/week
    1

  • CHRISTOPHER C WOMACK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • EDD SNYDER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JAMES K SHOLL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • FLOYD L PARKS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KENNETH V MILLER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MATTHEW D MACE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LARRY LUETH

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL W LEWIS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JENNIFER LB LENTNER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • BJORN GREEN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • L LEONARD HARRISON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • RHONDA DAVENPORT JOHNSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JOHN SHAGONABY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • PAULA TERMUHLEN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JONAS PETERSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ROBERT TOBEY JR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

SCHEDULE J, PAGE 1, PART I, LINE 4
EDWARD B. MONTGOMERY 0 27,000 0

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

Provenance

Return type
form_990
Tax year
2023
Filed
7 May 2025
IRS schema version
2023v6.0
Source object
202511629349301566

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