2024-05-13T17:04:26-04:00 2023-06-30 990 2022-07-01 383048086 WILLIAM DAVIDSON INSTITUTE AT THE UNIVERSITY OF MICHIGAN % Paul Clyde WILL 7346157582 724 E University Ave Wyly Hall Fl 1 Ann Arbor MI 481091219 Claire Hogikyan VP Administration and Treasurer 2024-05-13 2022 2023-04-26 12:10:37Z WDI Paul Clyde 724 East University Avenue Wyly Hall FL 1 Ann Arbor MI 481091219 3649986 false X www.wdi.umich.edu X 1992 MI To operate a not-for-profit proprietary school offering courses and instruction in business management in emerging markets and allied fields to equip economic decision-makers in emerging countries with the tools of commercial success 8 8 30 0 0 0 678 569 1482799 1747397 1830015 1901630 555 390 3314047 3649986 200100 178680 0 0 3725368 4069491 0 0 0 1399019 1254478 5324487 5502649 -2010440 -1852663 57138414 53384176 682644 690949 56455770 52693227 The William Davidson Institute at the University of Michigan is an independent education research and applied practice organization. The Institute provides instruction and works with businesses universities development organizations and governments in emerging markets to implement sound business practices and speed the transition to global engagement. false false 1080028 178680 585728 Education - In fiscal year 2023 WDI ran 4 professional executive education programs in 3 countries with participants representing countries beyond the host countries. These programs were delivered both in person and virtual and for various durations. 1811100 0 865854 Research - The Institute performed research to act as a bridge between academics and practitioners in the areas of : Healthcare business approaches to improve healthcare delivery in emerging markets and supply chain management; Performance Measurement the design and implementation of customized assessment solutions to understand the economic social and environmental performance and outcomes of organizations and businesses operating in emerging markets; Financial Sector Development identifies and implements ways for financial institutions to profitably lower the cost of capital available to small and medium sized enterprises in emerging economies and Energy identifies individuals communities and companies; developing innovative approaches to generating power and connect them with the expertise knowledge and tools to build profitable enterprises. 516390 0 295815 Publishing - Publishing focuses on the dissemination of information via curated online blogs and the development and distribution of business cases. Blogs focused on the disciplines of financial innovation and healthcare explore market solutions to poverty and are shared via nextbillion.net. Business cases are distributed via wdi-publishing.com. 0 0 0 3407518 true false false false false false false false false true true true false false false false true false true false true false true false false false false true true true false false false false false false false false false false false false false false false false false true 109 0 true 30 true false false false false false false false 0 false false false false false X 8 8 true false false false false true false true true false false true true true true true true true true false MI X Claire Hogikyan 7346159762 724 East University Avenue Wyly Hall FL 1 Ann Arbor MI 481091219 Paul Clyde President 40.00 0.00 X 475217 0 68042 Amy Gillett VP Education Secretary 40.00 0.00 X 268107 0 51034 Claire Hogikyan VP AdministrationTreasurer 40.00 0.00 X 233194 0 27018 Ioan Cleaton - Jones Director Healthcare Delivery 40.00 0.00 X 227702 0 41020 Pascale Leroueil VP Healthcare 40.00 0.00 X 212660 0 29046 Diana Paez Sr Director Grants 40.00 0.00 X 167141 0 25976 Heather Esper Director Performance Measurement 40.00 0.00 X 140484 0 39064 Scott Anderson Communications Manager 40.00 0.00 X 117905 0 41033 Sharon Matusik Chair of the Board 1.00 0.00 X 40000 0 0 Mayurem Krishnan Director Audit Committee 1.00 0.00 X 16367 0 0 John Engler Director 1.00 0.00 X 7500 0 0 Kenneth Lieberthal Director 1.00 0.00 X 7500 0 0 Valerie Bertacco Director 1.00 0.00 X 7500 0 0 Ravi Anupindi Director 1.00 0.00 X 9392 0 0 Karen Davidson Director 1.00 0.00 X 0 0 0 Ralph Gerson Director 1.00 0.00 X 0 0 0 1930669 0 322233 9 false true false Ben Davis 2 Place Mejane Valbonne Valbonne FR 06560 Consulting/Research 179238 SHIMONA LLC 1242 Charlton Park Dr Houston TX 770771565 Consulting 180000 2 0 0 0 0 0 569 0 569 Education 611430 585728 585728 0 0 Publishing 519100 295815 295815 0 0 Research 541900 865854 865854 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1747397 1901630 0 0 1901630 0 0 0 0 390 390 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 3649986 1747787 0 1901630 X 44219 44219 128858 128858 5603 5603 0 0 1102971 335357 767614 0 0 0 0 0 2308034 1524233 783801 0 217352 119274 98078 0 244125 206293 37832 0 197009 99340 97669 0 0 0 0 0 19498 0 19498 0 45420 0 45420 0 0 0 0 0 0 0 0 0 0 0 693986 591088 102898 0 7388 5388 2000 0 79951 37469 42482 0 66335 36406 29929 0 97139 97139 0 0 0 0 0 0 124752 118590 6162 0 0 0 0 0 41549 22114 19435 0 0 0 0 0 0 0 0 0 26088 12019 14069 0 52372 24128 28244 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 5502649 3407518 2095131 0 0 0 0 0 469846 253030 0 0 51452 75145 266181 507929 0 0 0 0 0 0 0 0 99304 108216 486184 287238 225034 198946 0 0 56026597 52240910 0 0 0 0 0 0 57138414 53384176 490217 531062 0 0 192427 159887 0 0 0 0 0 0 0 0 0 0 0 0 682644 690949 X 56455770 52693227 0 0 56455770 52693227 57138414 53384176 -1852663 -1909880 0 0 0 0 X false true X true false X 55515779 0 -1909880 0 -1900000 0 51705899 52703914 0 4411865 0 -1600000 0 55515779 40723567 0 13180347 0 -1200000 0 52703914 44802326 0 -2278785 0 -1799974 0 40723567 46209682 0 792644 0 -2200000 0 44802326 1 0 0 true false 0 0 0 0 0 0 0 0 0 0 0 0 486184 287238 198946 198946 0 C 0 C University of Michigan Investment Pool 535011 F University of Michigan Endowment Fund Cash Cash Equivalents 3% 1551177 F University of Michigan Fixed income Securities 5% 2585295 F University of Michigan U.S. and Non-U.S. Equities 4% 2068236 F University of Michigan Comingled Funds 14% 7238826 F University of Michigan Nonmarketable Alternative Investments 74% 38262365 F 52240910 4117201 0 467215 0 0 467215 3649986 0 0 0 3649986 5969864 467215 0 0 0 467215 5502649 0 0 0 5502649 Part V, line 4 Endowment funds are intended to be used for activities associated with the tax exempt purose of the institute. true true true true true true true false false false false false false false false true false true Part I | PartandLinenumber:,Explanation:| Part1Line3,A statement of the Institute's racially nondiscriminatory policy is stated on it's publicly accessible internet website program pages.| Part1Line6,The University of Michigan allocates space on campus for the Institute.| true Central America and the Caribbean 0 0 Program services Research - Healthcare 2000 Central America and the Caribbean 0 0 Program services Student Project Travel 1000 East Asia and the Pacific 0 0 Program services Student Project Travel 1000 Europe Including Iceland and Greenland 0 4 Program services Education Programs 107000 Europe Including Iceland and Greenland 0 0 Grants to recipients Education programs 20000 Middle East and North Africa 0 1 Grants to recipients Sub-award 6000 North America 0 0 sending agents of the organization to attend and speak at seminars and conferences Conferences 5000 North America 0 0 Program services Research - Energy 3000 North America 0 0 Program services Student Project Travel 10000 South America 0 0 Program services Student Project Travel 5000 South Asia 0 0 Program services Student Project Travel 23000 Sub-Saharan Africa 0 0 sending agents of the organization to attend and speak at seminars and conferences Conferences 19000 Sub-Saharan Africa 0 0 Program services Education Programs 2000 Sub-Saharan Africa 0 0 Program services Research - Energy 5000 Sub-Saharan Africa 0 1 Program services Research - Performance Measurement 3000 Sub-Saharan Africa 0 0 Program services Student Project Travel 143000 Sub-Saharan Africa 0 1 Program services Research - Healthcare 14000 0 7 0 7 369000 369000 Sub-award Sub-Saharan Africa 1 6000 wire transfer false false false false false false Part I Line 2 WDI has recipient monitoring procedures in place to ensure adequate control of funds that are awarded. These procedures include review of grantee financial and narrative reports periodic onsite monitoring of grantee programs and financial operations and communication with contractors in the field. true Michigan Academy for the Development of Entrepreneurs 724 E University Avenue Ann Arbor MI 48109 822747633 501(c)(3) 25000 0 N A N A To support the creation & testing of educational tools for improving and developing the capabilities of entrepreneurs in economically disadvantaged jurisdictions outside of the United States The University of Michigan Flint School of Nursing 303 E Kearsley WSW2180 Flint MI 48502 386006309 501(c)(3) 15000 0 N A N A Global Health Commercialization Research Project 2 0 Multidisciplinary Action Pgm 44 113858 0 other N A Internship 1 15000 0 other N A 0 0 0 0 0 0 0 0 0 0 Part I Line 2 Grant monitoring activities include site visits and financial and program reporting. Part III Line 0 Column (b) The Institute supports educational and research activities at the University of Michigan related to emerging markets. Current year funds supported international student travel to emerging markets for coursework and conferences. Donated funds are equal to documented expenses. X false false false false false false false true false Paul Clyde President 269330 0 0 0 205887 0 47128 0 20915 0 543260 0 0 0 Amy Gillett VP Education Secretary 264071 0 3600 0 435 0 26820 0 24214 0 319140 0 0 0 Claire Hogikyan VP Administration,Treasurer 225964 0 6000 0 1230 0 22850 0 4168 0 260212 0 0 0 Ioan Cleaton - Jones Director Healthcare Delivery 181853 0 45538 0 310 0 18850 0 22270 0 268821 0 0 0 Pascale Leroueil VP Healthcare 209328 0 3100 0 232 0 21073 0 7974 0 241707 0 0 0 Diana Paez Sr. Director Grants & 162081 0 5000 0 60 0 16485 0 9491 0 193117 0 0 0 Heather Esper Director Performance Measurement 137430 0 3000 0 54 0 14798 0 24266 0 179548 0 0 0 Scott Anderson Communications Manager 113555 0 4212 0 138 0 12195 0 28838 0 158938 0 0 0 Part I Line 7 Commission on contract services completed Part VI, Line 2 Two of the directors are related by marriage; the widow and nephew of the founding donor William Davidson. Part VI, Line 7a The chair of the board may name three class A directors. The chair does not control the majority of the votes on the board. Part VI, Line 11b Form 990 Part VI Section B Line 11b - Form 990 is reviewed by officers of the Institute with guidance from the University of Michigan Finance Dept. The return is based on statements prepared by an independent CPA firm. Part VI, Line 12c The conflict of Interest Policy applies to interested persons namely directors officers and members of committees with board delegated powers. Interested persons sign a statement acknowledging receipt and understanding of the policy and agreeing to comply with it. Interested persons have an annual duty to disclose conflicts. During the annual process a review of agreements with providers employees and third party entities is conducted to ensure that such agreements do not create a conflict for interested persons result in an impermissible private benefit or otherwise conflict with the Institute's tax exempt purpose. Part VI, Line 15 The salary of the president of the Institute is recommended by the chair of the board based on comparable data and approved by the board of directors by resolution. An independent salary survey was conducted by a consultant for the board's reference in 2013. Part VI, Line 19 Form 990 Part VI Section C Line 19 - Governing documents policies and financial statements are available to the public by request. Part IX, Line 11g The Institute has a relatively small staff compared with the breadth of activities conducted. Faculty and other experts are contracted as independent contractors. The breakdown of expenses includes the following: faculty teaching educational programs subject matter experts contracted to support funded projects E-Learning platforms as well as case editors and translators for publishing activities.