Nonprofit · EIN 38-2138856
WESTERN MICHIGAN UNIVERSITY FOUNDATION
Tax-exempt · KALAMAZOO, MI 49008
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $102,305,196 | $104,127,120 | -$1,821,924 | $1,087,565,746 | $7,211 | $1,087,558,535 |
| June 30, 2024 | 990 | $58,768,528 | $56,363,745 | $2,404,783 | $1,069,236,326 | $5,737 | $1,069,230,589 |
| June 30, 2023 | 990 | $47,667,153 | $60,470,859 | -$12,803,706 | $1,029,018,352 | $0 | $1,029,018,352 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $33,775,188
- Program service revenue
- $0
- Investment income
- $68,301,281
- Net gain from sales of assets
- $52,971,768
- Other revenue
- $228,727
Expenses
- Grants and similar amounts paid
- $91,394,500
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Depreciation
- $26,754
- Program services (functional)
- $95,503,478
- Management and general (functional)
- $2,907,316
- Fundraising (functional)
- $5,716,326
Balance sheet and other
- Total assets, start of year
- $1,069,236,326
- Total assets, end of year
- $1,087,565,746
- Total liabilities, end of year
- $7,211
- Net assets, end of year
- $1,087,558,535
- Land, buildings and equipment
- $3,742,369
- Publicly traded securities
- $517,046,179
- Net assets without donor restrictions
- $331,338,133
- Net assets with donor restrictions
- $756,220,402
- Gross unrelated business income
- $227,600
- Gross receipts
- $432,306,597
- Employees
- 0
- Volunteers
- 21
- Year formed
- 1976
- State of legal domicile
- MI
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| EDWARD B MONTGOMERY | DESIGNATED D Trustee or director | 1 | $0 | $531,580 | $130,123 |
| KRISTEN R DEVRIES | SECRETARY (P Trustee or director, Officer | 1 | $0 | $327,795 | $60,555 |
| JANICE J VAN DER KLEY | TREASURER Trustee or director, Officer | 1 | $0 | $321,494 | $53,542 |
| COLLEEN SCARFF | ASSISTANT TR Officer | 1 | $0 | $215,262 | $48,430 |
| ROBERT M BEAM | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JAMES S BRADY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JEANNE H CARLSON | VICE PRESIDE Trustee or director, Officer | 1 | $0 | $0 | $0 |
| LYNN CHEN-ZHANG | DIRECTOR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| PHIL CHLUDZINSKI | DIRECTOR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| SANDRA L DOCTOR | DIRECTOR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| BJORN GREEN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| L LEONARD HARRISON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| RHONDA DAVENPORT JOHNSON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ROBERT TOBEY JR | DIRECTOR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JENNIFER LB LENTNER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
14 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHAEL W LEWIS | DIRECTOR Trustee or director | 1 | $0 |
| MARK LINDEMOOD | DIRECTOR Trustee or director | 1 | $0 |
| LARRY LUETH | PRESIDENT Trustee or director, Officer | 1 | $0 |
| MATTHEW D MACE | DIRECTOR Trustee or director | 1 | $0 |
| KENNETH V MILLER | DIRECTOR Trustee or director, Officer | 1 | $0 |
| STEPHEN K PARKER | DIRECTOR (PA Trustee or director | 1 | $0 |
| FLOYD L PARKS | DIRECTOR Trustee or director | 1 | $0 |
| JONAS PETERSON | DIRECTOR Trustee or director | 1 | $0 |
| ANDY RICHARDS | DIRECTOR Trustee or director | 1 | $0 |
| JOHN SHAGONABY | DIRECTOR Trustee or director | 1 | $0 |
| JAMES K SHOLL | DIRECTOR Trustee or director, Officer | 1 | $0 |
| EDD SNYDER | DIRECTOR (PA Trustee or director | 1 | $0 |
| KENNETH STEPHENS | DIRECTOR Trustee or director | 1 | $0 |
| CHRISTOPHER C WOMACK | DIRECTOR (PA Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 28 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| EDWARD B MONTGOMERY | DESIGNATED D Trustee or director | 1 | $0 | $517,639 | $73,811 |
| KRISTEN R DEVRIES | SECRETARY, E Trustee or director, Officer | 50 | $0 | $316,835 | $47,072 |
| JANICE J VAN DER KLEY | TREASURER Trustee or director, Officer | 1 | $0 | $302,162 | $46,584 |
| COLLEEN SCARFF | ASSISTANT TR Officer | 1 | $0 | $210,584 | $40,032 |
| LYNN CHEN-ZHANG | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| STEPHEN K PARKER | DIRECTOR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| SANDRA L DOCTOR | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ROBERT M BEAM | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JAMES S BRADY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| PATRICK ALLKINS | DIRECTOR (PA Trustee or director | 1 | $0 | $0 | $0 |
| PHIL CHLUDZINSKI | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JEANNE H CARLSON | VICE PRESIDE Trustee or director, Officer | 1 | $0 | $0 | $0 |
| CHRISTOPHER C WOMACK | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| EDD SNYDER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JAMES K SHOLL | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| FLOYD L PARKS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| KENNETH V MILLER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MATTHEW D MACE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| LARRY LUETH | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MICHAEL W LEWIS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JENNIFER LB LENTNER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| BJORN GREEN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| L LEONARD HARRISON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| RHONDA DAVENPORT JOHNSON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JOHN SHAGONABY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| PAULA TERMUHLEN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JONAS PETERSON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ROBERT TOBEY JR | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 29 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| EDWARD B MONTGOMERY | DESIGNATED D Trustee or director | 1 | $0 | $590,136 | $73,018 |
| JANICE J VAN DER KLEY | TREASURER Trustee or director, Officer | 1 | $0 | $299,948 | $44,950 |
| KRISTEN R DEVRIES | SECRETARY, E Trustee or director, Officer | 1 | $0 | $271,831 | $43,814 |
| COLLEEN SCARFF | ASSISTANT TR Officer | 1 | $0 | $213,284 | $39,019 |
| LYNN CHEN-ZHANG | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| STEPHEN K PARKER | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| SANDRA L DOCTOR | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ROBERT M BEAM | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JAMES S BRADY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| PATRICK ALLKINS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| PHIL CHLUDZINSKI | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JEANNE H CARLSON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| CHRISTOPHER C WOMACK | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| EDD SNYDER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JAMES K SHOLL | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| FLOYD L PARKS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| KENNETH V MILLER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MATTHEW D MACE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| LARRY LUETH | VICE PRESIDE Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MICHAEL W LEWIS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JENNIFER LB LENTNER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| BJORN GREEN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| L LEONARD HARRISON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| RHONDA DAVENPORT JOHNSON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JOHN SHAGONABY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| PAULA TERMUHLEN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| WILLIAM JOHNSTON | DIRECTOR - P Trustee or director | 1 | $0 | $0 | $0 |
| JONAS PETERSON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ROBERT TOBEY JR | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1903 W MICHIGAN AVE, KALAMAZOO, MI 49008-5200
- Principal officer (990 for 2024)
- LARRY LUETH
- Signed the 990
- COLLEEN SCARFF, ASSISTANT TREASURER
- Phone
- (269) 387-2365
Mission
MISSION STATEMENT (ADOPTED 2018) THE MISSION OF THE WESTERN MICHIGAN UNIVERSITY FOUNDATION IS TO PROMOTE AND SUPPORT WESTERN MICHIGAN UNIVERSITY SO THAT IT CAN EFFECTIVELY CARRY OUT ITS MISSION OF TEACHING, RESEARCH AND SERVICE. THE FOUNDATION ACCOMPLISHES ITS MISSION BY MAINTAINING AND ENLARGING AN ENDOWMENT FUND, THE INCOME FROM WHICH PROVIDES SUPPLEMENTAL FINANCIAL ASSISTANCE FOR CURRENT DEMANDS. THE FOUNDATION ALSO FULFILLS ITS MISSION THROUGH: COST-EFFECTIVE FUND-RAISING PROGRAMS, CONDUCTED BY THE UNIVERSITY ADVANCEMENT OFFICE, WHICH SEEK PARTICIPATION FROM A VARIETY OF WESTERN MICHIGAN UNIVERSITY CONSTITUENTS; PRUDENT AND RESPONSIBLE ADMINISTRATION OF THE ASSETS ENTRUSTED TO IT BY ITS MANY CONSTITUENTS; AND EFFECTIVE DISTRIBUTION OF ITS RESOURCES TO AREAS OF PRIORITY WITHIN WESTERN MICHIGAN THE WMU FOUNDATION IS ADMINISTERED BY THE EXECUTIVE DIRECTOR/SECRETARY, WHO ALSO SERVES AS THE VICE PRESIDENT FOR UNIVERSITY ADVANCEMENT, AND A VOLUNTEER BOARD OF DIRECTORS, WHO OVERSEE HOW FU
Program accomplishments
- THE FOUNDATION EXISTS FOR THE PURPOSE OF SOLICITING, COLLECTING AND INVESTING DONATIONS FOR THE BENEFIT OF WESTERN MICHIGAN UNIVERSITY. THE FOUNDATION PROVIDES SUPPORT FOR THE OBJECTIVES, GOALS, AND MISSION OF THE UNIVERSITY.Expenses $95,503,478 · grants $91,394,500
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 38-2138856
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Organization supporting a government college or university
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1976
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B110)
- Assets (IRS master file)
- $1,087,565,746
- Income (IRS master file)
- $432,306,597
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $102,305,196 | $104,127,120 | $1,087,565,746 | IRS |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $58,768,528 | $56,363,745 | $1,069,236,326 | XML |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $47,667,153 | $60,470,859 | $1,029,018,352 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $103,674,460 | $49,517,787 | $1,004,803,081 | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 38-2138856).
Questions about WESTERN MICHIGAN UNIVERSITY FOUNDATION
- What is the EIN of WESTERN MICHIGAN UNIVERSITY FOUNDATION?
- The employer identification number (EIN) of WESTERN MICHIGAN UNIVERSITY FOUNDATION is 38-2138856.
- Is WESTERN MICHIGAN UNIVERSITY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1976.
- Are donations to WESTERN MICHIGAN UNIVERSITY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WESTERN MICHIGAN UNIVERSITY FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of WESTERN MICHIGAN UNIVERSITY FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WESTERN MICHIGAN UNIVERSITY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of WESTERN MICHIGAN UNIVERSITY FOUNDATION?
- The 990 for the year ended June 30, 2025 names LARRY LUETH.
- Who are the officers and directors of WESTERN MICHIGAN UNIVERSITY FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 29 people; 0 received compensation from the organization.
- How much revenue does WESTERN MICHIGAN UNIVERSITY FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $102,305,196, expenses of $104,127,120 and total assets of $1,087,565,746 at year end.
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- KALAMAZOO PROMISE EIN 20-4604504 · last filed 990-PF for 2025
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- KALAMAZOO VALLEY COMMUNITY COLLEGE FOUNDATION EIN 38-2307720 · last filed 990 for 2025
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- KALAMAZOO LITERACY COUNCIL EIN 38-3252735 · last filed 990 for 2024