Form 990 for tax year 2023
Filed by WESTERN MICHIGAN UNIVERSITY HOMER STRYKER M D SCHOOL OF MEDICINE.
What the amendment changed
Compared with the return it replaced , filed 13 March 2025. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.
Both are the same on the two returns, so the amendment changed something else.
Totals
- Total revenue
- $125,600,867
- Total expenses
- $129,775,505
- Contributions and grants received
- $65,707,111
- Grants paid
- $5,085,647
- Program service revenue
- $57,104,781
- Investment income
- $561,829
- Other revenue
- $2,227,146
- Total assets, end of year
- $449,788,720
- Total liabilities, end of year
- $96,422,535
- Net assets or fund balances, end of year
- $353,366,185
- Program services expenses (Part IX)
- $107,987,228
- Management and general expenses
- $21,740,798
- Fundraising expenses
- $47,479
- Program service expenses (Part III)
- $107,987,228
Program services were 83.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1e · Government grants (contributions)
$9,504,263
-
1f · All other contributions, gifts and grants
$56,202,848
-
2a · Program service revenue: TUITION AND FEES
total $23,773,898 · related or exempt $23,773,898
-
2b · Program service revenue: CONTRACT REVENUE
total $20,675,517 · related or exempt $20,675,517
-
2c · Program service revenue: PATIENT SERVICE REVENUE
total $12,393,448 · related or exempt $12,393,448
-
2d · Program service revenue: INNOVATION CENTER SERVICES
total $143,266 · related or exempt $143,266
-
2e · Program service revenue: CONTINUING EDUCATION REVENUE
total $118,652 · related or exempt $118,652
-
3 · Investment income
total $561,829 · excluded $561,829
-
6a · Gross rents
real property $1,966,020
-
6b · Less rental expenses
real property $0
-
6c · Rental income or loss
real property $1,966,020
-
6d · Net rental income or loss
total $1,966,020 · related or exempt $1,966,020
-
11a · Other revenue: FLEX FORFITURES
total $95,966 · excluded $95,966
-
11b · Other revenue: BASIC LIFE SUPPORT TRAINING
total $63,445 · related or exempt $63,445
-
11c · Other revenue: HOUSEKEEPING
total $60,500 · excluded $60,500
-
11d · All other revenue
total $41,215 · excluded $41,215
-
11e · Other revenue, total
$261,126
Functional expenses
Part IX, the statement of functional expenses.
-
2 · Grants to domestic individuals
total $5,085,647 · program services $5,085,647
-
5 · Compensation of officers, directors and key employees
total $1,956,910 · management and general $1,956,910
-
7 · Other salaries and wages
total $74,893,205 · program services $69,295,386 · management and general $5,596,398 · fundraising $1,421
-
8 · Pension plan contributions
total $6,224,215 · program services $5,950,847 · management and general $273,283 · fundraising $85
-
9 · Other employee benefits
total $6,866,073 · program services $6,145,107 · management and general $720,268 · fundraising $698
-
10 · Payroll taxes
total $4,786,451 · program services $4,374,789 · management and general $411,568 · fundraising $94
-
11b · Fees: legal
total $307,772 · management and general $307,772
-
11c · Fees: accounting
total $150,083 · management and general $150,083
-
11g · Fees: other
total $3,298,835 · program services $2,817,425 · management and general $481,410
-
12 · Advertising and promotion
total $72,760 · program services $2,818 · management and general $61,572 · fundraising $8,370
-
13 · Office expenses
total $502,226 · program services $298,820 · management and general $202,465 · fundraising $941
-
14 · Information technology
total $1,966,851 · program services $510,654 · management and general $1,456,197
-
16 · Occupancy
total $4,223,652 · program services $1,056,976 · management and general $3,166,676
-
17 · Travel
total $270,668 · program services $246,755 · management and general $23,913
-
19 · Conferences, conventions and meetings
total $1,437,783 · program services $1,328,731 · management and general $107,186 · fundraising $1,866
-
20 · Interest
total $2,866,910 · management and general $2,866,910
-
22 · Depreciation, depletion and amortization
total $6,259,132 · program services $3,797,749 · management and general $2,461,383
-
23 · Insurance
total $634,594 · program services $4,908 · management and general $629,686
-
24a · Other expenses: EDUCATIONAL SUPPORT COS
total $3,182,134 · program services $3,182,134
-
24b · Other expenses: MEDICAL AND RESEARCH SU
total $2,384,350 · program services $2,384,350
-
24c · Other expenses: RECRUITING
total $702,652 · program services $219,520 · management and general $483,132
-
24d · Other expenses: BAD DEBT EXPENSE
total $330,214 · program services $330,214
-
24e · All other expenses
total $1,372,388 · program services $954,398 · management and general $383,986 · fundraising $34,004
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $9,820 · end of year $4,860
-
2 · Savings and temporary cash investments
beginning of year $22,335,030 · end of year $20,430,932
-
3 · Pledges and grants receivable
beginning of year $3,147,500 · end of year $2,081,500
-
4 · Accounts receivable
beginning of year $7,140,008 · end of year $4,721,198
-
8 · Inventories for sale or use
beginning of year $150,019 · end of year $151,573
-
9 · Prepaid expenses and deferred charges
beginning of year $2,002,567 · end of year $1,253,444
-
10a · Land, buildings and equipment: cost or other basis
$157,961,381
-
10b · Land, buildings and equipment: accumulated depreciation
$68,435,807
-
10c · Land, buildings and equipment, net
beginning of year $91,846,056 · end of year $89,525,574
-
11 · Investments: publicly traded securities
beginning of year $13,823,302 · end of year $16,648,878
-
12 · Investments: other securities
beginning of year $10,513,983 · end of year $11,686,848
-
15 · Other assets
beginning of year $293,399,451 · end of year $303,283,913
-
17 · Accounts payable and accrued expenses
beginning of year $6,504,636 · end of year $7,660,703
-
19 · Deferred revenue
beginning of year $11,909,474 · end of year $9,267,359
-
23 · Secured mortgages and notes payable
beginning of year $57,240,000 · end of year $55,610,000
-
25 · Other liabilities
beginning of year $21,980,399 · end of year $23,884,473
-
27 · Net assets without donor restrictions
beginning of year $29,659,087 · end of year $25,350,655
-
28 · Net assets with donor restrictions
beginning of year $317,074,140 · end of year $328,015,530
Mission and programs · 2023
Mission
TO EDUCATE AND INSPIRE LIFELONG LEARNERS TO BE EXCEPTIONAL CLINICIANS, LEADERS, EDUCATORS, ADVOCATES AND RESEARCHERS OF TOMORROW.
Activities or mission (Part I)
TO OWN AND OPERATE AN INSTITUTION OF HIGHER LEARNING.
-
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.
Expenses $45,636,938 · Revenue $31,548,863
-
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.
Expenses $35,368,889 · Revenue $1,632,700
-
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.
Expenses $25,795,527 · Grants $5,085,647 · Revenue $23,932,022
-
Expenses $1,185,874 · Revenue $2,020,661
As filed on the 2023 return.
Listed in Part VII
-
PAULA TERMUHLEN
DEAN - PART YEAR
- Total calculated
- $674,414
- From this org
- $623,511
- From related orgs
- $0
- Other
- $50,903
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $576,240
- Bonus
- $36,100
- Other
- $11,171
- Deferred
- $28,600
- Nontaxable benefits
- $22,303
- Filer's total
- $674,414
-
ROBERT SAWYER
DEAN - PART YEAR
- Total calculated
- $612,220
- From this org
- $558,070
- From related orgs
- $0
- Other
- $54,150
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $533,287
- Bonus
- $100
- Other
- $24,683
- Deferred
- $27,485
- Nontaxable benefits
- $26,665
- Filer's total
- $612,220
-
LORI STRAUBE
ASSOC DEAN OF ADMIN & FIN
- Total calculated
- $348,986
- From this org
- $293,042
- From related orgs
- $0
- Other
- $55,944
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $290,914
- Bonus
- $100
- Other
- $2,028
- Deferred
- $27,153
- Nontaxable benefits
- $28,791
- Filer's total
- $348,986
-
LAUREN PIPER
ASSOC DEAN FOR CLINICAL AFFAIRS
- Total calculated
- $238,611
- From this org
- $222,675
- From related orgs
- $0
- Other
- $15,936
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $180,463
- Bonus
- $41,800
- Other
- $412
- Deferred
- $15,324
- Nontaxable benefits
- $612
- Filer's total
- $238,611
-
EDWARD MONTGOMERY
CHAIRMAN - PART YEAR
- Total calculated
- $0
- Hours/week
- 0.5
-
BILL MANNS
SECRETARY
- Total calculated
- $0
- Hours/week
- 0.5
-
JEANNE BLONDIA
TREASURER
- Total calculated
- $0
- Hours/week
- 0.5
-
CONSUELO SHANK
MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
DOUGLAS APPLE
MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
GRACE LUBWAMA
MEMBER - PART YEAR
- Total calculated
- $0
- Hours/week
- 0.5
-
JAN VAN DER KLEY
MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
LARRY TOLBERT
MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
MARTINSON ARNON
MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
MICHAEL WILLIAMS
MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
KENTER KEITH
CHAIR, DEPARTMENT OF ORTHOPEDICS
- Total calculated
- $842,568
- From this org
- $796,649
- From related orgs
- $0
- Other
- $45,919
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $785,478
- Bonus
- $0
- Other
- $11,171
- Deferred
- $28,200
- Nontaxable benefits
- $17,719
- Filer's total
- $842,568
-
SANTHOSH KOSHY
CHAIR, DEPARTMENT OF MEDICINE
- Total calculated
- $619,065
- From this org
- $590,872
- From related orgs
- $0
- Other
- $28,193
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $560,984
- Bonus
- $0
- Other
- $29,888
- Deferred
- $27,299
- Nontaxable benefits
- $894
- Filer's total
- $619,065
-
KAREN BOVID
MEDICAL DIRECTOR, DEPT OF ORTHOPEDICS
- Total calculated
- $583,108
- From this org
- $527,818
- From related orgs
- $0
- Other
- $55,290
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $519,772
- Bonus
- $0
- Other
- $8,046
- Deferred
- $27,418
- Nontaxable benefits
- $27,872
- Filer's total
- $583,108
-
SAAD SHEBRAIN
FACULTY, SURGERY
- Total calculated
- $568,255
- From this org
- $514,952
- From related orgs
- $0
- Other
- $53,303
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $494,180
- Bonus
- $12,000
- Other
- $8,772
- Deferred
- $27,838
- Nontaxable benefits
- $25,465
- Filer's total
- $568,255
-
LAURENCE MCCAHILL
FACULTY, SURGERY
- Total calculated
- $524,604
- From this org
- $496,758
- From related orgs
- $0
- Other
- $27,846
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $483,587
- Bonus
- $2,000
- Other
- $11,171
- Deferred
- $26,952
- Nontaxable benefits
- $894
- Filer's total
- $524,604
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
- 2 · Substantiation required before reimbursing expenses
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 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)
- 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
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
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 29 March 2025
- IRS schema version
- 2023v6.0
- Source object
- 202520929349300112
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.