2024-03-26T19:25:49-05:00 2023-09-30 382157642 MANER COSTERISAN PC 2425 E GRAND RIVER SUITE 1 LANSING MI 489123291 990 2022-10-01 383414105 MICHIGAN VIRTUAL UNIVERSITY MICH 5173367733 920 MUNICIPAL WAY LANSING MI 48917 JAMEY FITZPATRICK PRESIDENT/CEO 5173367733 2024-03-24 1 JAMEY FITZPATRICK 999009999 1 BRANDY L MIKULA CPA P00645694 5173237500 2024-03-25 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JAMEY FITZPATRICK 920 MUNICIPAL WAY LANSING MI 48917 23204375 0 X WWW.MICHIGANVIRTUAL.ORG X 1998 MI LEADING AND COLLABORATING TO BUILD LEARNING ENVIRONMENTS FOR TOMORROW 14 13 466 13 0 0 9908761 10030224 14079884 11579984 42008 106091 11008 13515 24041661 21729814 0 0 0 0 16326051 14710160 0 0 0 7181228 7064789 23507279 21774949 534382 -45135 20118001 20563781 2086937 2349463 18031064 18214318 X TO ADVANCE BOTH LEARNING AND TEACHING THROUGH RESEARCH, PRACTICE AND PARTNERSHIPS. 0 0 19439537 11593499 MICHIGAN VIRTUAL IS A NONPROFIT EDUCATIONAL ORGANIZATION THAT IS LEADING AND COLLABORATING TO BUILD LEARNING ENVIRONMENTS FOR TOMORROW. DRIVEN BY STUDENT SUCCESS, WE HAVE A STRONG RECORD OF SUPPORTING MICHIGAN EDUCATION THAT SPANS MORE THAN TWO DECADES. WHILE MANY KNOW US FOR OUR RESEARCH-BASED, QUALITY ONLINE LEARNING OPTIONS FOR STUDENTS AND PROFESSIONAL DEVELOPMENT FOR EDUCATORS, WE ALSO DO A GREAT DEAL OF WORK BEHIND THE SCENES TO CONDUCT ORIGINAL RESEARCH, TEST INNOVATIONS IN LEARNING, AND PROVIDE CONSULTING PARTNERSHIPS TO PROMOTE EFFECTIVE PRACTICES. EDUCATION IS CHANGING FASTER THAN EVER. DISCOVER NEW MODELS AND RESOURCES TO MOVE LEARNING FORWARD AT MICHIGANVIRTUAL.ORG. IN 2022-23, MICHIGAN VIRTUAL ACCOMPLISHED THE FOLLOWING:-DELIVERED OVER 35,000 STUDENT ENROLLMENTS TO NEARLY 19,000 STUDENTS IN 286 DIFFERENT ONLINE COURSES.-HELPED MICHIGAN EDUCATORS MAINTAIN THEIR CERTIFICATION BY PROVIDING MORE THAN 270,000 COMPLETED STATE CONTINUING EDUCATION CLOCK HOURS (SCECHS).-SERVED OVER 255,000 ENROLLMENTS TO MORE THAN 95,000 LEARNERS ACROSS 340 ONLINE PROFESSIONAL DEVELOPMENT COURSES.-WORKED TO BOOST OUR STATE'S LITERACY RATES WITH OVER 25,700 ENROLLMENTS PROVIDED IN ESSENTIAL INSTRUCTIONAL PRACTICES IN EARLY LITERACY COURSES.-IN PARTNERSHIP WITH A VARIETY OF LEADING EDUCATIONAL ORGANIZATIONS, HOSTED A SERIES OF ONLINE PROFESSIONAL DEVELOPMENT COURSES FOR EDUCATORS ON SOCIAL EMOTIONAL LEARNING, WHICH YIELDED A TOTAL OF OVER 27,000 ENROLLMENTS IN FY 23.-RECEIVE A 96% HIGHLY SATISFIED SCORE FROM THE 119,000 PROFESSIONAL LEARNERS WHO COMPLETED OUR END-OF-COURSE SURVEY.-RECEIVED ENROLLMENTS FROM EDUCATORS ACROSS 100% OF THE STATE'S ISDS, 99% OF THE LEA DISTRICTS, 100% OF THE PSA DISTRICTS, AND 78% OF NONPUBLIC SCHOOLS.-HELPED SCHOOLS PROVIDE STUDENTS WITH ACCESS TO MORE THAN 1,300 MENTAL HEALTH AND SOCIAL EMOTIONAL LESSONS THROUGH THE MICHIGAN CARES PROGRAM, WHICH REACHED A TOTAL OF OVER 154,000 STUDENT USERS FOR FY 23.-PUBLISHED TEN RESEARCH REPORTS ON TOPICS INCLUDING SYNCHRONOUS LEARNING IN ONLINE COURSES, THE POWER OF PERSONALIZED PROFESSIONAL DEVELOPMENT, AND INSIGHTS INTO THE EFFECTIVENESS OF STUDENT-CENTERED LEARNING IN K-12 EDUCATION.-CONTINUED TO OFFER CONSULTING SERVICES FOR K-12 SCHOOLS AND ORGANIZATIONS TO SUPPORT STAKEHOLDERS AS THEY WORK TO DESIGN, IMPLEMENT, AND OPERATIONALIZE INNOVATIVE DELIVERY MODELS.-CONTINUED A PARTNERSHIP WITH THE NEW FUTURE OF LEARNING COUNCIL AND PROVIDED ADMINISTRATIVE SUPPORT AND MEETING SPACE TO FACILITATE THEIR WORK.-INTRODUCED UPDATED VERSIONS OF THIRTEEN HIGH SCHOOL COURSES IN THE 2022-23 SCHOOL YEAR, SUCH AS ANATOMY AND PHYSIOLOGY, AP PHYSICS C: MECHANICS, AND BRITISH LITERATURE. ADDITIONALLY, EXPANDED MIDDLE AND HIGH SCHOOL OFFERINGS THROUGH PARTNERSHIPS WITH OTHER CONTENT PROVIDERS, INCORPORATING TITLES LIKE LEARNING IN A DIGITAL WORLD AND CAREERS IN CRIMINAL JUSTICE.-THIRTEEN COURSES UNDERWENT REVIEW AND CERTIFICATION BY QUALITY MATTERS TO ENSURE ADHERENCE TO NATIONAL ONLINE COURSE QUALITY STANDARDS.-REVIEWED AND SUPPORTED MORE THAN 1,500 PLAN DOCUMENTS FOR SPECIAL EDUCATION STUDENTS.-SERVED OVER 2,300 STUDENTS ENROLLED IN THREE OR MORE TEACHER-LED VIRTUAL COURSES.-LAUNCHED THREE NEW LEARNING ENRICHMENT OPPORTUNITIES FOR K-12 STUDENTS: AN INTRODUCTION TO CONTENT CREATION COURSE, A 21ST-CENTURY HOME ECONOMICS COURSE, AND A SERIES OF MEDICAL TERMINOLOGY COURSES.-IN PARTNERSHIP WITH SPARTAN INNOVATIONS, THE BURGESS INSTITUTE AT MICHIGAN STATE UNIVERSITY, AND THE SMALL BUSINESS DEVELOPMENT CENTER OF MICHIGAN, HOSTED OUR FIRST-EVER EDTECH INNOVATION PITCH CONTEST AND BOOTCAMP, WHICH AWARDED A TOTAL OF $22,000 IN BUSINESS STARTUP GRANTS AND LEGAL AND CREATIVE STARTUP ASSISTANCE TO FIVE WINNING TEAMS OF EDUCATORS.-PROCESSED 11,350 CUSTOMER CALLS, CLOSED 13,800 CUSTOMER TICKETS, AND MAINTAINED A 92% SATISFACTION RATING THROUGH OUR CUSTOMER CARE CENTER.-ANNOUNCED THE OPENING OF AN ARTIFICIAL INTELLIGENCE (AI) LAB TO EXPAND THE LEADERSHIP ROLE OF THE INSTITUTE TO INCLUDE INVESTIGATING THE INSTRUCTIONAL, POLICY, ETHICAL, AND LEGAL ASPECTS CONNECTED TO THE USE OF AI IN PUBLIC SCHOOLS, AND CREATING RESOURCES, TRAININGS, AND SCHOOL PARTNERSHIPS TO HELP BUILD AWARENESS ABOUT THE INCREASINGLY DISRUPTIVE TECHNOLOGY OF AI AND HELP DISTRICTS PLAN AND PREPARE FOR THE FUTURE.-A COMPREHENSIVE AI GUIDEBOOK WAS DEVELOPED IN COLLABORATION WITH 22 SCHOOL DISTRICT LEADERS ACROSS MICHIGAN. SCHOOL LEADERS CAN USE THE GUIDANCE TO HELP IDENTIFY AREAS WHERE MORE INFORMATION AND RESEARCH IS NEEDED, MAKE INFORMED DECISIONS, ADDRESS CONCERNS, AND ENSURE A SUCCESSFUL AND INCLUSIVE IMPLEMENTATION OF AI TECHNOLOGIES. THE AI GUIDEBOOK WAS ENDORSED BY SEVEN MICHIGAN EDUCATIONAL ORGANIZATIONS.-ORGANIZED A TRIP TO THE 2023 ASU+GSV SUMMIT, ONE OF THE MOST IMPACTFUL CONVENINGS OF LEADERS IN EDUCATION AND WORKFORCE DEVELOPMENT, FOR 13 MICHIGAN SUPERINTENDENTS AND THEIR LEADERSHIP TEAMS.-PARTNERED WITH MIREGISTRY, AN ORGANIZATION THAT SUPPORTS PROFESSIONALS WHO RUN DAYCARE CENTERS, AFTER-SCHOOL PROGRAMS, AND EARLY CHILDHOOD PROGRAMS, TO PROVIDE AN ONLINE LEARNING OPTION FOR STATE CERTIFICATION. THIS PARTNERSHIP HAS ENABLED NEARLY 40,000 MIREGISTRY USERS TO RENEW THEIR LICENSES. 19439537 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 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 31 0 1 466 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 13 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MI X X SARAH COOK 5173367733 920 MUNICIPAL WAY LANSING MI 48917 WENDY ZDEB DIRECTOR 1.00 X 0 0 0 BOB FILKA DIRECTOR 1.00 X 0 0 0 DAN KIBLAWI DIRECTOR 1.00 X 0 0 0 PRENTISS M BROWN DIRECTOR 1.00 X 0 0 0 DR DEBORAH SNYDER DIRECTOR 1.00 X 0 0 0 ROSSI RAY-TAYLOR DIRECTOR 1.00 X 0 0 0 STEPHANIE TEASLEY DIRECTOR 1.00 X 0 0 0 MICHAEL RICE DIRECTOR 1.00 X 0 0 0 JEFF WILLIAMS DIRECTOR 1.00 X 0 0 0 BRIAN BRODERICK AUDIT COMMITTEE CHAIR 1.00 X X 0 0 0 DARRELL BURKS SECRETARY/TREASURER 1.00 X X 0 0 0 JAMEY FITZPATRICK PRESIDENT & CEO 40.00 X X 222089 0 24292 AMANDA WAGENSCHUTZ VICE CHAIR 1.00 X X 0 0 0 BRENDAN GUENTHER CHAIR 1.00 X X 0 0 0 JOSEPH R FREIDHOFF VICE PRESIDENT 40.00 X 171594 0 37095 SARAH COOK CHIEF FINANCIAL OFFICER 30.00 X 112201 0 10412 ALICIA GANAWAY SENIOR DIRECTOR OF HUMAN RESOURCES 40.00 X 122271 0 13153 STACEY SCHUH SENIOR DIR. OF PROF. LEARN 40.00 X 115761 0 11910 RAYMOND BATT VP OF BUSINESS STRATEGY 40.00 X 190439 0 35453 KENNETH DIRKIN SENIOR DIRECTOR OF MVLRI 40.00 X 123418 0 14616 CHRISTOPHER HARRINGTON SENIOR DIRECTOR OF OF INNOVATIVE SCHOOL DESIGN 40.00 X 109832 0 30914 1167605 0 177845 13 0 1 0 CORE2EDGE LLC 20921 BALFOUR STREET CLINTON TOWNSHIP MI 48036 CONSULTING 174000 1 10001224 29000 10030224 TUITION AND FEES 611600 10969069 10969069 CONTRACT REVENUE 900099 610915 610915 11579984 318042 318042 1262610 1463072 11489 -200462 -11489 -211951 -211951 MISCELLANEOUS INCOME 900099 13515 13515 13515 21729814 11593499 0 106091 582118 160614 421504 11472775 10505185 967590 533873 500650 33223 1145434 1077968 67466 975960 916872 59088 21593 21593 32809 2965 29844 46529 46529 29787 29787 809864 445202 364662 432216 228613 203603 26981 13423 13558 233824 1235 232589 60669 60669 188083 146940 41143 80138 51433 28705 460781 147948 312833 87173 87173 LICENSES & REGISTRATION 3915959 3522892 393067 PRODUCT DEV. & DESIGN 324015 324015 PROFESSIONAL DEVELOPMEN 102779 28079 74700 PAYROLL FEES 72832 72832 138757 1365503 -1226746 21774949 19439537 2335412 0 201 0 8098769 8145941 42029 0 1029856 1215725 1573423 1491689 8576641 3917109 4819313 4659532 4309410 4539034 266860 245000 245000 20118001 20563781 1759774 2131060 315649 212646 11514 5757 2086937 2349463 X 18031064 18214318 18031064 18214318 20118001 20563781 -45135 228389 0 X 0 1 X 1 0 X 7410787 7332569 10551842 9908761 10030224 45234183 7410787 7332569 10551842 9908761 10030224 45234183 45234183 218771 77740 51716 131187 318042 797456 58905 10775 5836 11008 13515 100039 46131678 63660483 0.98050 0.98060 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2018 AMOUNT: $ 58,905. 2019 AMOUNT: $ 10,775. 2020 AMOUNT: $ 5,836. 2021 AMOUNT: $ 11,008. 2022 AMOUNT: $ 13,515. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 46529 46529 21728420 21774949 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 46259 46529 47229 46529 186546 250000 250000 250000 250000 1000000 1500000 46259 46529 47229 46529 186546 297988 297988 3241430 361284 2880146 487253 139442 347811 165752 112961 52791 4384218 3303422 1080796 4659532 X 21928416 228389 228389 21700027 29787 29787 21729814 21745162 0 21745162 29787 29787 21774949 PART X, LINE 2: IN THE PREPARATION OF TAX RETURNS, TAX POSITIONS ARE TAKEN BASED ON INTERPRETATION OF FEDERAL, STATE AND LOCAL INCOME TAX LAWS. MANAGEMENT PERIODICALLY REVIEWS AND EVALUATES THE STATUS OF UNCERTAIN TAX POSITIONS AND MAKES ESTIMATES OF AMOUNTS, INCLUDING INTEREST AND PENALTIES, ULTIMATELY DUE OR OWED. NO AMOUNTS HAVE BEEN IDENTIFIED, OR RECORDED, AS UNCERTAIN TAX POSITIONS. FEDERAL, STATE AND LOCAL TAX RETURNS GENERALLY REMAIN OPEN FOR EXAMINATION FOR THE VARIOUS TAXING AUTHORITIES FOR A PERIOD OF THREE TO FOUR YEARS. X X X X 0 0 0 0 0 0 0 0 0 JAMEY FITZPATRICK PRESIDENT & CEO 222089 0 0 0 0 0 21477 0 2815 0 246381 0 0 0 RAYMOND BATT VP OF BUSINESS STRATEGY 190439 0 0 0 0 0 19269 0 16184 0 225892 0 0 0 JOSEPH R FREIDHOFF VICE PRESIDENT 171594 0 0 0 0 0 16862 0 20233 0 208689 0 0 0 FORM 990, PART VI, SECTION A, LINE 7A THE CORPORATION SHALL HAVE A BOARD OF DIRECTORS THAT SHALL SERVE AS THE GOVERNING BOARD OF THE CORPORATION, WHICH SHALL MANAGE THE BUSINESS, PROPERTY AND AFFAIRS OF THE CORPORATION. THE MVU BOARD OF DIRECTORS SHALL BE CHOSEN TO REFLECT A BALANCE BETWEEN THE EDUCATION AND PRIVATE SECTORS WHO MAY BE SERVED OR HAVE AN INTEREST IN THE PROGRAMS AND SERVICES PROVIDED BY THE CORPORATION AS FOLLOWS: (1) AT LEAST 5 PERSONS REPRESENTING THE EDUCATION SECTOR, WITH AN EMPHASIS ON HAVING MICHIGAN EDUCATIONAL LEADERS FROM APPROPRIATE EDUCATIONAL ENTITIES WITH AN INTEREST IN THE VIRTUAL LEARNING PROGRAMS AND SERVICES ESTABLISHED BY THE CORPORATION. THE NUMBER OF PERSONS REPRESENTING THE EDUCATION SECTOR AS DESCRIBED IN THIS SECTION (1) SHALL BE BALANCED WITH A SIMILAR NUMBER OF PRIVATE SECTOR PERSONS AS DESCRIBED IN SECTION (2). QUALIFIED PERSONS REPRESENTING THE EDUCATION SECTOR SHALL BE DRAWN FROM MICHIGAN K-12 PUBLIC SCHOOLS OR INTERMEDIATE SCHOOL DISTRICTS; MICHIGAN STATE PUBLIC UNIVERSITIES; MICHIGAN COMMUNITY COLLEGES; MICHIGAN INDEPENDENT NONPROFIT DEGREE-GRANTING COLLEGES AND UNIVERSITIES; AND MICHIGAN NON-PROFIT ASSOCIATIONS WHOSE PRIMARY DIRECTIVE IS TO SUPPORT MICHIGAN EDUCATIONAL ENTITIES. (2) AT LEAST 5 PERSONS REPRESENTING THE PRIVATE SECTOR, WITH AN EMPHASIS ON HAVING MICHIGAN BUSINESS LEADERS WITH AN INTEREST IN THE VIRTUAL LEARNING PROGRAMS AND SERVICES ESTABLISHED BY THE CORPORATION. THE NUMBER OF PERSONS REPRESENTING THE PRIVATE SECTOR AS DESCRIBED IN THIS SECTION (2) SHALL BE BALANCED WITH A SIMILAR NUMBER OF PERSONS AS DESCRIBED IN SECTION (1). THE PRESIDENT/CHIEF EXECUTIVE OFFICER SHALL BE SELECTED BY AND HIRED BY THE BOARD OF DIRECTORS. THE POSITION OF CHAIRPERSON OF THE BOARD OF DIRECTORS SHALL ROTATE IN EVERY ODD-NUMBERED YEAR BETWEEN AN INDIVIDUAL REPRESENTING EDUCATIONAL INTERESTS AND A BUSINESS REPRESENTATIVE FROM THE PRIVATE SECTOR, AS BOTH ARE SET FORTH IN THE ARTICLES OF INCORPORATION. THE FIRST CHAIRPERSON OF THE BOARD OF DIRECTORS SHALL BE AN INDIVIDUAL REPRESENTING EDUCATIONAL INTERESTS. UNLESS OTHERWISE PROVIDED IN THE ARTICLES OF INCORPORATION, OTHER OFFICERS OF THE CORPORATION SHALL BE ELECTED BY THE BOARD OF DIRECTORS AT THE ANNUAL MEETING OF THE BOARD OF DIRECTORS. IF THE ELECTION OF OFFICERS IS NOT HELD AT THAT MEETING, THE ELECTION SHALL BE HELD AS SOON AS MAY BE CONVENIENT. EACH OFFICER OF THE BOARD OF DIRECTORS SHALL HOLD OFFICE WHILE QUALIFIED FOR ONE YEAR UNTIL HER OR HER SUCCESSOR IS NAMED AND QUALIFIES, OR UNTIL THE OFFICER RESIGNS OR IS REMOVED IN THE MANNER PROVIDED IN THIS ARTICLE. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS RECEIVED BY THE ORGANIZATION'S PRESIDENT/CEO WHO REVIEWS THE RETURN FOR ACCURACY. UPON THE PRESIDENT/CEO'S APPROVAL, THE 990 IS MADE AVAILABLE TO THE BOARD OF DIRECTORS IN ELECTRONIC FORMAT. AFTER ANY CONCERNS PRESENTED BY THE BOARD ARE ADDRESSED, THE PRESIDENT/CEO SIGNS AND FILES THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C EACH BOARD MEMBER, OFFICER AND EMPLOYEE SHALL SIGN A STATEMENT THAT AFFIRMS SUCH PERSON: A) HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY; B) HAS READ AND UNDERSTANDS THE POLICY; C) HAS AGREED TO COMPLY WITH THE POLICY; AND D) UNDERSTANDS MVU IS A NONPROFIT ORGANIZATION AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES THAT ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. FORM 990, PART VI, SECTION B, LINE 15A A COMPENSATION STUDY IS CONDUCTED BY A THIRD PARTY CONSULTING FIRM. THE CONSULTING FIRM UTILIZES BENCHMARKS FROM NATIONAL AND PROFESSIONAL SURVEY SOURCES FROM THE EDUCATION SECTOR, NON-PROFITS, GOVERNMENT, AND SELECT ORGANIZATIONS. THE RECOMMENDATIONS FOR COMPENSATION ARE INCLUDED IN THE ANNUAL BUDGET WHICH IS APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 ALL INFORMATION IS AVAILABLE UPON REQUEST. FORM 990 IS ALSO POSTED ANNUALLY ON GUIDESTAR'S WEBSITE. MICHIGAN VIRTUAL UNIVERSITY IS REGISTERED TO SOLICIT IN THE STATE OF MICHIGAN AND PROVIDES FORM 990 TO THE MICHIGAN ATTORNEY GENERAL'S OFFICE WHERE IT IS PUBLIC INFORMATION.