2024-10-11T15:06:58-05:00 2023-11-30 861065772 DELOITTE TAX LLP 50 SOUTH SIXTH STREET MINNEAPOLIS MN 55402 990 2022-12-01 203340886 VAN ANDEL INSTITUTE GRADUATE SCHOOL VANA 6162345000 333 BOSTWICK AVENUE NE GRAND RAPIDS MI 49503 TIMOTHY J MYERS CFO 6162345000 2024-10-11 1 0 MORGAN DAHLKE P02279974 6123974000 2022 2024-10-15 13:58:12Z TIMOTHY J MYERS 333 BOSTWICK AVENUE NE GRAND RAPIDS MI 49503 2487643 0 X HTTPS://VAIGS.VAI.ORG/ X 2005 MI TO DEVELOP BIOMEDICAL RESEARCH LEADERS THROUGH A GRADUATE PROGRAM IN MOLECULAR AND CELL BIOLOGY. 7 6 0 0 0 0 3471990 999459 1157982 1275313 0 0 273461 212871 4903433 2487643 1818653 1929914 0 0 1087261 1225824 0 2591 2591 2168941 2128954 5074855 5287283 -171422 -2799640 1386902 2495958 277560 4178759 1109342 -1682801 X TO DEVELOP BIOMEDICAL RESEARCH LEADERS THROUGH A GRADUATE PROGRAM IN MOLECULAR AND CELL BIOLOGY. 0 0 4735078 1929914 1275313 VAN ANDEL INSTITUTE GRADUATE SCHOOL ("VAIGS") DEVELOPS BIOMEDICAL RESEARCH LEADERS THROUGH A GRADUATE PROGRAM IN MOLECULAR AND CELL BIOLOGY WITH AN EMPHASIS ON THE APPLICATION OF BASIC SCIENCE TO IMPROVE HUMAN HEALTH AND WELL-BEING. GRADUATES OF THE PROGRAM, WITH PHD OR MS DEGREES, WILL BE PREPARED TO LEAD RESEARCH IN ACADEMIC OR INDUSTRY SETTINGS, APPLY BASIC RESEARCH TO IMPORTANT MEDICAL ISSUES, PROVIDE PROFESSIONAL SERVICES SUPPORTING RESEARCH AND ITS APPLICATION, AND SHARE THEIR KNOWLEDGE AND EXPERIENCE WITH SCIENTISTS, PHYSICIANS, AND THE PUBLIC. VAN ANDEL RESEARCH INSTITUTE ("VARI") INVESTIGATORS TEACH STUDENTS IN CLASSROOM AND LABORATORY. (SEE SCH O). VAIGS WAS GRANTED REAFFIRMATION OF ACCREDITATION BY THE HIGHER LEARNING COMMISSION OF THE NORTH CENTRAL ASSOCIATION OF COLLEGES AND SCHOOLS IN MAY 2024. 4735078 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 1 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 1 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 6 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 MI X TIMOTHY J MYERS CFO 6162345368 333 BOSTWICK AVENUE NE GRAND RAPIDS MI 495032518 DR JAMES FAHNER VAIGS DIRECTOR 1.00 1.00 X 2000 9000 0 DR PETER JONES VAIGS DIRECTOR, VARI CSO 1.00 44.00 X 0 909201 313089 DR KAREN KLOMPARENS VAIGS DIRECTOR 1.00 0.00 X 1000 0 0 DR DANNY WELCH VAIGS DIRECTOR 1.00 0.00 X 2000 0 0 DR JUAN OLIVAREZ VAIGS DIRECTROR 1.00 1.00 X 2000 9000 0 DR MARY O'RIORDAN VAIGS DIRECTOR 1.00 0.00 X 2000 0 0 DR CANDACE SMITH-KING VAIGS DIRECTOR 1.00 0.00 X 2000 0 0 MARIA CIMITILE START 8522 VAIGS DIRECTOR 1.00 0.00 X 1000 0 0 TIMOTHY MYERS VP/ CFO 1.00 44.00 X 0 429420 141837 THOMAS CURRAN JR SECRETARY/GENERAL COUNSEL 1.00 44.00 X 0 477532 145590 KATIE HELDER VAIGS TREASURER/ VARI CONTROLLER 1.00 44.00 X 0 222231 36274 DR STEVE TRIEZENBERG DEAN OF GRADUATE SCHOOL (RETIRED 7/2023) 45.00 0.00 X 340680 0 123602 DAVID VAN ANDEL CHAIRMAN / CEO 1.00 39.00 X 0 621230 230734 CHRISTY MAYO DIRECTOR OF ENROLLMENT AND 45.00 0.00 X 109296 0 25002 461976 2677614 1016128 2 0 1 0 0 859917 139542 999459 GRADUATE CLASS TUITION 611310 1258333 1258333 UNDERGRAD CONFERENCE 611310 16980 16980 1275313 ALLOCATED EXPENSES 561000 212808 212808 MISCELLANEOUS 900099 63 63 212871 2487643 1275313 0 212871 1929914 1929914 353717 58521 295196 683924 683924 56211 56211 83429 83429 48543 48543 5810 5810 2591 2591 57844 44271 13573 31896 31546 350 3637 3637 231 231 164630 164630 166398 154886 11512 1200 1200 662 662 90633 90633 ALLOCATED EXPENSES 1131006 1131006 GRAD STUDENT TUITION 241667 241667 MISCELLANEOUS 82400 71551 10849 SOFTWARE 49490 28222 21268 101450 75255 26195 5287283 4735078 549614 2591 1189697 1477098 302809 1264922 1174289 46312 46091 75668 85881 1386902 2495958 277560 4178759 277560 4178759 X 1109342 -1682801 1109342 -1682801 1386902 2495958 -2799640 7497 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5287283 5287283 414364 103591 0 0 356002 363633 403743 414364 1537742 2306613 0 0 0 0 0 89001 90908 100936 103591 384436 576654 0 0 0 0 0 0 1 1 1202795 144505 1058290 191439 80817 110622 82864 77487 5377 1174289 X 2282332 7497 7497 2274835 212808 212808 2487643 5074475 0 5074475 212808 212808 5287283 PART V, LINE 4: TO SUPPORT THE GRADUATE SCHOOL MISSION BY SUPPLYING A SOURCE OF INCOME FOR ITS OPERATING EXPENDITURES. PART X, LINE 2: THERE ARE NO UNCERTAIN TAX POSITIONS RELATED TO VAIGS. PART XI, LINE 4B - OTHER ADJUSTMENTS: NET ALLOCATED 212,808. PART XII, LINE 4B - OTHER ADJUSTMENTS: NET ALLOCATED 212,808. PART V: VAN ANDEL INSTITUTE (A RELATED ORGANIZATION) MAINTAINS ENDOWED FUNDS FOR THE BENEFIT OF BOTH VAN ANDEL RESEARCH INSTITUTE (A RELATED ORGANIZATION) AND VAN ANDEL EDUCATION INSTITUTE (RELATED ORGANIZATIONS) INCLUDING VAN ANDEL GRADUATE SCHOOL TO FUND OPERATING EXPENSES. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 POLICY WAS MADE KNOWN TO THE GENERAL COMMUNITY VIA GRADUATE SCHOOL WEBSITE AND NUMEROUS ONLINE FORUMS. IN ADDITION, THE DEAN AND THE ADMINISTRATIVE STAFF OF THE GRADUATE SCHOOL TRAVEL TO SEVERAL STATES FOR RECRUITING PURPOSES. THIS COURSE OF ACTION WAS EXPECTED TO BE AN EFFECTIVE METHOD OF PUBLICIZING THE POLICY TO THE GENERAL COMMUNITY. 1 0 0 FELLOWSHIP STIPENDS PROVIDED TO STUDENTS IN THE DOCTORAL PROGRAM. 61 1929914 PART II & III: VAIGS ENROLLS A LIMITED NUMBER OF GRADUATE STUDENTS EACH YEAR AND STIPENDS ARE PROVIDED TO AID IN THE PURSUIT OF STUDY. X X X X 0 0 0 0 0 0 0 0 0 DR PETER JONES VAIGS DIRECTOR, VARI CSO 0 693410 0 189890 0 25901 0 298877 0 14212 0 1222290 0 141960 DAVID VAN ANDEL CHAIRMAN / CEO 0 451462 0 150563 0 19205 0 224023 0 6711 0 851964 0 150563 THOMAS CURRAN JR SECRETARY/GENERAL COUNSEL 0 379423 0 90383 0 7726 0 131378 0 14212 0 623122 0 90383 TIMOTHY MYERS VP/ CFO 0 349030 0 79085 0 1305 0 127625 0 14212 0 571257 0 79085 DR STEVE TRIEZENBERG DEAN OF GRADUATE SCHOOL (RETIRED 7/2 277085 0 56725 0 6870 0 109390 0 14212 0 464282 0 56725 0 KATIE HELDER VAIGS TREASURER/ VARI CONTROLLER 0 221761 0 0 0 470 0 22062 0 14212 0 258505 0 0 FORM 990, PART VI, SECTION A, LINE 2 VAIGS, VAEI, VARI, AND VAI SHARE COMMON MANAGEMENT. AS OFFICERS OF ALL FOUR ORGANIZATIONS, DAVID VAN ANDEL AND TIMOTHY MYERS INTERACTS AND WORKS TOGETHER WITH OFFICERS, TRUSTEES, AND KEY EMPLOYEES INCLUDING DR. STEVE TRIEZENBERG, THOMAS CURRAN, AND KATIE HELDER. OFFICER TIMOTHY MYERS AND DIRECTOR DR. JUAN OLIVAREZ SERVE TOGETHER ON AN UNRELATED TAX-EXEMPT ORGANIZATION BOARD. FORM 990, PART VI, SECTION A, LINE 6 THE VAN ANDEL INSTITUTE GRADUATE SCHOOL (VAIGS) IS A MEMBERSHIP ORGANIZATION WHERE VAN ANDEL EDUCATION INSTITUTE (VAEI) IS THE SOLE MEMBER. FORM 990, PART VI, SECTION A, LINE 7A VAIGS IS ORGANIZED AS A MEMBERSHIP ORGANIZATION WHEREBY THE VAIGS DIRECTORS ARE APPOINTED BY THE VAEI BOARD OF TRUSTEES. FORM 990, PART VI, SECTION A, LINE 7B POLICY DECISIONS ARE MADE BY THE VAIGS BOARD OF DIRECTORS AND ARE NOT SUBJECT TO APPROVAL OR RATIFICATION BY VAEI TRUSTEES. THE ANNUAL BUDGET, HOWEVER, IS APPROVED BY THE VAIGS BOARD OF DIRECTORS, AND IS THEN SUBMITTED TO VAEI TRUSTEES FOR APPROVAL. FORM 990, PART VI, SECTION B, LINE 11B FOLLOWING COMPLETION OF THE FINANCIAL AUDIT, THE FORM 990 IS PREPARED AND REVIEWED BY MANAGEMENT. IT IS THEN CIRCULATED TO THE FULL BOARD PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C VAIGS HAS WRITTEN CONFLICT OF INTEREST ("COI") POLICIES AND PROCEDURES WHICH ADMINISTER AND ENFORCE A PROCESS TO IDENTIFY, EVALUATE, AND MANAGE POTENTIAL CONFLICTS OF INTEREST. THESE POLICIES HAVE BEEN APPROVED BY THE BOARD OF TRUSTEES. VAI ADMINISTERS COI POLICIES AND PROCEDURES THROUGH TWO STANDING COMMITTEES: THE CONFLICTS COMMITTEE ("CC") AND THE INSTITUTIONAL COI COMMITTEE ("ICOIC"). COI POLICIES AND PROCEDURES APPLY TO AND SERVE AS A GUIDE FOR EVERYONE IN THE ORGANIZATION. IN PARTICULAR, THEY PROVIDE A USEFUL RESOURCE FOR DEVELOPING ACTIVITIES OR RELATIONSHIPS WITH OUTSIDE ENTITIES OR PERSONS, AND ESTABLISH A PROCESS FOR COMMITTEES TO REVIEW AND MANAGE POTENTIAL CONFLICTS OF INTEREST AS THEY MAY ARISE. THE CC AND ICOIC ARE CHAIRED BY THE GENERAL COUNSEL. THE CC REQUIRES ANNUAL AND UPDATED DISCLOSURES BY COVERED PERSONS AND REVIEWS AND APPROVES MANAGEMENT PLANS. ICOIC POLICIES AND PROCEDURES SERVE AS A GUIDE FOR BOARDS OF TRUSTEES AND SENIOR EXECUTIVES. IN THE EVENT A POTENTIAL COI ARISES AT THE BOARD OR SENIOR EXECUTIVE LEVEL, THE ICOIC MEETS TO REVIEW AND DETERMINE HOW TO MANAGE SUCH A POTENTIAL CONFLICT OF INTEREST IN ACCORDANCE WITH THE COI POLICIES AND PROCEDURES. FORM 990, PART VI, SECTION B, LINE 15 COMPARABILITY DATA FROM AN EXPERT THIRD PARTY IS OBTAINED AND REVIEWED BY THE INDEPENDENT, JOINT COMPENSATION COMMITTEE OF VAIGS AND RELATED ORGANIZATIONS TO DETERMINE APPROPRIATE COMPENSATION FOR THE CEO, EXECUTIVE MANAGEMENT OFFICIALS, OFFICERS, AND KEY EMPLOYEES, ON BEHALF OF VAIGS. FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS REQUIRED TO BE MADE AVAILABLE TO THE PUBLIC ARE AVAILABLE FOR PUBLIC INSPECTION UPON WRITTEN REQUEST. VAN ANDEL INSTITUTE 333 BOSTWICK AVENUE NE GRAND RAPIDS MI 495032518 522000820 SUPPORTING ORGANIZATION FOR VARI AND VAEI MI 501(C)(3) 12C N/A 0 VAN ANDEL RESEARCH INSTITUTE 333 BOSTWICK AVENUE NE GRAND RAPIDS MI 495032518 522000823 MEDICAL RESEARCH ORGANIZATION MI 501(C)(3) 4 VAN ANDEL INSTITUTE 1 VAN ANDEL EDUCATION INSTITUTE 333 BOSTWICK AVENUE NE GRAND RAPIDS MI 495032518 522000824 OPERATING A SCIENCE EDUCATION PROGRAM MI 501(C)(3) 2 VAN ANDEL INSTITUTE 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 VAN ANDEL EDUCATION INSTITUTE C 859917 ACTUAL AMOUNT RECEIVED VAN ANDEL RESEARCH INSTITUTE P 279997 ACTUAL AMOUNT PAID VAN ANDEL RESEARCH INSTITUTE P 1016665 ACTUAL AMOUNT PAID VAN ANDEL INSTITUTE K 164630 ACTUAL AMOUNT PAID VARI O 234719 ALLOCATED BASED ON EFFORT