2024-05-14T11:36:00-05:00 2023-12-31 621804252 WATKINS UIBERALL PLLC 1661 AARON BRENNER DR STE 300 MEMPHIS TN 38120 990 2023-01-01 621587133 MEDICAL EDUCATION & RESEARCH INSTITUTE MEDI 9017258855 44 SOUTH CLEVELAND STREET MEMPHIS TN 38104 DEVONYA E LONGINO CPA, DIRECTOR OF FINANCE 9017258855 2024-05-02 1 DEVONYA LONGINO 999009999 1 CHRISTA JIN YAO PUTMAN P01849782 9017612720 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z DEVONYA E LONGINO 44 SOUTH CLEVELAND STREET MEMPHIS TN 38104 15569332 0 X WWW.MERI.ORG X 1992 TN MEDICAL EDUCATION WITH HANDS-ON TRAINING FOR PHYSICIANS, NURSES, FIRST RESPONDERS AND OTHER. 12 12 79 0 0 0 8904 100111 16208544 14760782 101612 690106 204953 0 16524013 15550999 0 0 0 0 5176812 5504109 0 0 18736 8302345 7878755 13479157 13382864 3044856 2168135 26497278 29169019 1499696 1986420 24997582 27182599 X AT THE MERI, MEDICAL PROFESSIONALS ARE INTRODUCED TO THE LATEST INNOVATIONS IN MEDICINE, AND HAVE THE OPPORTUNITY TO LEARN FIRST-HAND ABOUT THE MOST UP-TO-DATE MEDICAL TECHNIQUES AND TECHNOLOGIES. THE MERI SUPPORTS RESEARCH IN ALL SPECIALTIES OF MEDICINE, PROVIDING PHYSICIANS WITH THE ENVIRONMENT NECESSARY FOR DEVELOPING, TESTING AND REFINING THE LATEST MEDICAL PROCEDURES AND DEVICES. THE MERI ALSO PROVIDES PHYSICIANS WITH AN INVALUABLE AND AUTHENTIC OPERATING ROOM TRAINING EXPERIENCE. THE MERI ALSO PROVIDES HANDS-ON TRAINING FOR NURSES, CRNA'S, RESPIRATORY THERAPISTS, FIRST RESPONDERS AND OTHER HEALTHCARE PROVIDERS. MERI'S MISSION IS TO PROMOTE HEALTH AND WELFARE BY PROVIDING QUALITY MEDICAL EDUCATION AND HANDS ON TRAINING, AND TO PROMOTE AND FOSTER RESEARCH IN ALL AREAS OF MEDICINE FOR HEALTHCARE PROFESSIONALS. 0 0 11043577 14763449 THE MERI HAD A TOTAL OF 1,127 COURSES TAUGHT IN 2023. THEY INCLUDED 14,094 STUDENTS AND 21,125 PARTICIPANTS. THE PURPOSE OF THESE COURSES WAS TO TEACH PHYSICIANS, RESIDENTS, NURSES, AND OTHER MEDICAL PERSONNEL VARIOUS NEW MEDICAL PROCEDURES. ALSO, THE MERI HAD NO SIMULATION COURSES THAT HELPED TRAIN EMERGENCY MEDICAL STAFF, FIREMAN, MILITARY, AND CIVILIANS ON DISASTER DRILLS AND PROCEDURES. 11043577 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 2 0 1 79 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 TN X CLARICE TUCKER EXECUTIVE ADMINISTRATIVE ASSISTANT 9017258887 44 CLEVELAND STREET MEMPHIS TN 38104 DR KEVIN T FOLEY CHAIRMAN/MEDICAL DIRECTOR 2.00 X X 0 0 0 DR JON H ROBERTSON VICE CHAIRMAN 2.00 X X 0 0 0 DR FREDERICK A BOOP SECRETARY 2.00 X X 0 0 0 DR ADAM S ARTHUR BOARD MEMBER 2.00 X 0 0 0 DR MATTHEW T BALLO BOARD MEMBER 2.00 X 0 0 0 DRPAUL KOROS BOARD MEMBER 2.00 X 0 0 0 DR PAUL DEPRIEST BOARD MEMBER 2.00 X 0 0 0 DR KATHLEEN FORBES BOARD MEMBER 2.00 X 0 0 0 WILLIAM A GRIFFIN BOARD MEMBER 2.00 X 0 0 0 DR JAKE LANCASTER BOARD MEMBER 2.00 X 0 0 0 CHUCK LANE BOARD MEMBER 2.00 X 0 0 0 DR NIKKI S POLIS BOARD MEMBER 2.00 X 0 0 0 JASON OWENS EXECUTIVE DIRECTOR 40.00 X 326178 0 15075 DEVONYA E LONGINO DIRECTOR OF FINANCE 40.00 X 215604 0 10558 TAURUS ROGERS MOBILE EDUCATION COORDINAT 40.00 X 139553 0 0 TONY BERNIL OPERATIONS MANAGER 40.00 X 149389 0 0 DANIEL LAWRENCE EDUCATION/RESEARCH PLANNIN 40.00 X 144926 0 0 WILLIAM WILLIAMSON MOBILE LOGISTICS CORDINATO 40.00 X 135355 0 0 SETH AGRANOV IT MANAGER 40.00 X 127399 0 0 1238404 0 25633 11 0 1 0 0 100111 100111 EDUCATION AND RESEARCH 611600 14567352 14567352 OTHER INCOME 900003 193430 193430 14760782 687439 687439 21000 18333 2667 2667 2667 15550999 14763449 0 687439 X 567415 431235 136180 4188498 3181299 1003444 3755 415714 334130 81584 332482 258643 73552 287 37294 37294 21550 21550 2423862 2177832 246030 251908 109613 142295 84162 70927 13235 86741 75898 10843 160242 140212 20030 1794655 1794655 54637 54637 953260 915260 38000 238399 208599 29800 REPAIRS AND MAINTENANCE 598865 394003 204862 SUPPLIES 497230 410923 86307 EQUIPMENT LEASES 392515 368671 23844 MISCELLANEOUS 212517 46122 151701 14694 70918 70918 13382864 11043577 2320551 18736 13110777 15908596 4156798 4284452 204953 17334 1978247 1311493 200647 238207 18537365 13688503 4100781 4848862 2745075 2560075 26497278 29169019 988631 1042604 58906 12106 452159 931710 1499696 1986420 X 24992387 27177404 5195 5195 24997582 27182599 26497278 29169019 2168135 16883 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 694938 694938 7185663 6749131 436532 281702 254508 27194 8139204 5661153 2478051 2235858 1023711 1212147 4848862 16412917 16883 845035 861918 15550999 0 15550999 14227900 845035 845035 13382865 0 13382865 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 SEE SCHEDULE O X X X X 0 0 0 0 0 0 0 0 0 JASON OWENS EXECUTIVE DIRECTOR 281140 0 45038 0 0 0 0 0 15075 0 341253 0 0 0 DEVONYA E LONGINO DIRECTOR OF FINANCE 191833 0 23771 0 0 0 0 0 10558 0 226162 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS SENT TO THE BOARD FINANCE COMMITTEE FOR REVIEW AND APPROVAL BEFORE IT IS FINALIZED. THE FINANCE DIRECTOR INITIALLY REVIEWS THE FORM 990. ONCE REVIEW IS SATISFACTORY, THE FINANCE DIRECTOR EMAILS THE FORM 990 TO EACH OF THE 3 BOARD FINANCE COMMITTEE MEMBERS (THE RESPECTIVE CFO'S FROM METHODIST, SEMMES-MURPHEY, AND BAPTIST). EACH MEMBER INDIVIDUALLY REVIEWS THE FORM AND SUBMITS QUESTIONS BACK VIA EMAIL. ONCE ALL BOARD FINANCE MEMBERS APPROVE THE FORM 990, THE FINANCE DIRECTOR COMMUNICATES WITH THE ACCOUNTING FIRM TO FINALIZE AND FILE. FORM 990, PART VI, SECTION B, LINE 12C MERI REQUIRES ANNUALLY THAT A NEW CONFLICT OF INTEREST POLICY BE SIGNED BY EACH MANAGER, DIRECTOR, AND BOARD MEMBER TO BE CURRENT. THERE IS ALSO A DELEGATION OF AUTHORITY POLICY IN FORCE TO PROHIBIT ANYONE FROM BINDING THE MERI THAT IS NOT AUTHORIZED TO DO SO OR WHO HAS TIES WITH ANYONE THAT WOULD POSE A CONFLICT. ANNUALS AUDITS ARE CONDUCTED BY WATKINS UIBERALL, PLLC WHO REVIEW THE CURRENT POLICIES AND PROCEDURES TO REPORT ANY CONFLICTS OF INTERNAL CONTROL OR POSSIBLE FRAUD. THIS REPORT IS SHARED WITH THE BOARD AND WITH ANY OUTSIDE CONTRIBUTORS. FORM 990, PART VI, SECTION B, LINE 15 MERI REVIEWS THE COMPENSATION POLICY, CONDUCTS A JOB VALUE ANALYSIS, A MARKET ANALYSIS OF POSITIONS AND THE MOVEMENT OF THE RANGES FOR ALL POSITIONS WITH THE OUTSIDE CONSULTANT (JER HR GROUP) ANNUALLY OR AS NEEDED. ANNUAL PERFORMANCE REVIEWS ARE CONDUCTED WITH ALL STAFF, INCLUDING THE EXECUTIVE DIRECTOR, THAT INCORPORATES VARIOUS BENCHMARKS SUCH AS FINANCIAL PERFORMANCE, MERI SCORECARD INFORMATION, STRATEGIC PLAN PERFORMANCE, CUSTOMER SERVICE GOALS, AND YEAR-END OBJECTIVES PROGRESS REPORT. CALCULATIONS ARE MADE USING THE COMPENSATION GUIDELINES AND INDIVIDUAL/COMPANY PERFORMANCE MEASURES. CALCULATIONS ARE MADE AND REVIEWED BY THE JER HR GROUP AND APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 18 AVAIBLE UPON REQUEST. AVAILABILITY ALSO VARIES BY GRANT. IT IS SENT TO OUR OPEN GRANTEES EACH YEAR AND FOR CHARITABLE SOLICITATION REGISTRATION AS REQUESTED. IT ALSO GOES TO ANY GRANT REQUEST WE SEND OUT. FORM 990, PART VI, SECTION C, LINE 19 MERI'S ANNUAL AUDIT AND POLICIES ARE PROVIDED TO THE BOARD OF DIRECTORS AS THEY ARE COMPLETED AND VOTED ON FOR EXECUTION. ONCE APPROVED, THEY ARE INCLUDED IN THE BOARD MINUTES AS AN ATTACHMENT WHICH ARE REVIEWED ANNUALLY BY EXTERNAL AUDITORS. THESE ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G LAB FEES: PROGRAM SERVICE EXPENSES 2,137,244. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,137,244. MEDICAL DIRECTOR FEE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 78,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 78,000. PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 40,588. MANAGEMENT AND GENERAL EXPENSES 168,030. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 208,618. PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.