Nonprofit · EIN 38-3048086
WILLIAM DAVIDSON INSTITUTE AT THE UNIVERSITY OF MICHIGAN SCHOOL OF B
Tax-exempt · ANN ARBOR, MI 48109
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $7,209,136 | $5,264,582 | $1,944,554 | $59,551,487 | $749,032 | $58,802,455 |
| June 30, 2024 | 990 | $3,308,312 | $5,586,856 | -$2,278,544 | $54,665,975 | $794,687 | $53,871,288 |
| June 30, 2023 | 990 | $3,649,986 | $5,502,649 | -$1,852,663 | $53,384,176 | $690,949 | $52,693,227 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $4,147,790
- of which government grants
- $130,246
- Program service revenue
- $1,041,449
- Investment income
- $2,019,897
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $83,928
- Compensation of officers, directors and key employees
- $1,305,976
- Other salaries and wages
- $2,258,605
- Salaries, compensation and benefits (total)
- $4,281,298
- Professional fundraising fees
- $0
- Legal fees
- $35,325
- Accounting fees
- $49,876
- Travel
- $97,854
- Depreciation
- $26,088
- Program services (functional)
- $3,104,828
- Management and general (functional)
- $2,159,754
Balance sheet and other
- Total assets, start of year
- $54,665,975
- Total assets, end of year
- $59,551,487
- Total liabilities, end of year
- $749,032
- Net assets, end of year
- $58,802,455
- Land, buildings and equipment
- $146,770
- Net assets without donor restrictions
- $54,718,342
- Net assets with donor restrictions
- $4,084,113
- Gross receipts
- $7,209,136
- Employees
- 28
- Volunteers
- 1
- Year formed
- 1992
- 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 | Other / benefits |
|---|---|---|---|---|
| Amy Gillett | VP Education Secretary Officer | 40 | $275,406 | $63,198 |
| Pascale Leroueil | VP Healthcare Highest-paid employee | 40 | $276,439 | $33,547 |
| Paul Clyde | President Part Year Officer | 40 | $264,970 | $38,292 |
| Claire Hogikyan | VP Administration Treasurer Officer | 40 | $258,550 | $28,110 |
| Wendy Taylor | President Part Year Officer | 40 | $184,298 | $43,332 |
| Ioan Cleaton-Jones | Director Healthcare Delivery Highest-paid employee | 40 | $179,126 | $41,772 |
| Diana Paez | Sr Director Grants Partnerships Highest-paid employee | 40 | $186,828 | $30,345 |
| Heather Esper | Director Performance Measurement Highest-paid employee | 40 | $166,347 | $18,483 |
| Scott Anderson | Communications Manager Highest-paid employee | 40 | $127,372 | $40,720 |
| Sharon Matusik | Chair of the Board Trustee or director | 1 | $40,000 | $0 |
| Mayurem Krishnan | Director Trustee or director | 1 | $15,527 | $0 |
| Ravi Anupindi | Director Trustee or director | 1 | $9,534 | $0 |
| Kenneth Lieberthal | Director Trustee or director | 1 | $7,500 | $0 |
| Valerie Bertacco | Director Trustee or director | 1 | $7,500 | $0 |
| John Engler | Director Trustee or director | 1 | $7,500 | $0 |
2 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Karen Davidson | Director Trustee or director | 1 | $0 |
| Ralph Gerson | Director Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 16 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Paul Clyde | President Officer | 40 | $501,247 | $71,509 |
| Amy Gillett | VP Education Secretary Officer | 40 | $269,297 | $60,957 |
| Claire Hogikyan | VP AdministrationTreasurer Officer | 40 | $242,525 | $26,672 |
| Pascale Leroueil | VP Healthcare Highest-paid employee | 40 | $220,817 | $30,119 |
| Ioan Cleaton-Jones | Director Healthcare Delivery Highest-paid employee | 40 | $208,195 | $40,991 |
| Diana Paez | Sr Director Energy and Mobility Highest-paid employee | 40 | $172,939 | $26,951 |
| Heather Esper | Director Performance Measurement Highest-paid employee | 40 | $145,418 | $40,898 |
| Barbara Derwich | Accounting Controller Highest-paid employee | 40 | $120,132 | $55,814 |
| Sharon Matusik | Chair of the Board Trustee or director | 1 | $40,000 | $0 |
| Mayurem Krishnan | Director Audit Committee Trustee or director | 1 | $14,930 | $0 |
| Ravi Anupindi | Director Trustee or director | 1 | $9,621 | $0 |
| Kenneth Lieberthal | Director Trustee or director | 1 | $7,500 | $0 |
| Valerie Bertacco | Director Trustee or director | 1 | $7,500 | $0 |
| John Engler | Director Trustee or director | 1 | $7,500 | $0 |
| Karen Davidson | Director Trustee or director | 1 | $0 | $0 |
| Ralph Gerson | Director Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 16 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Paul Clyde | President Officer | 40 | $475,217 | $68,042 |
| Amy Gillett | VP Education Secretary Officer | 40 | $268,107 | $51,034 |
| Ioan Cleaton - Jones | Director Healthcare Delivery Highest-paid employee | 40 | $227,702 | $41,020 |
| Claire Hogikyan | VP AdministrationTreasurer Officer | 40 | $233,194 | $27,018 |
| Pascale Leroueil | VP Healthcare Highest-paid employee | 40 | $212,660 | $29,046 |
| Diana Paez | Sr Director Grants Highest-paid employee | 40 | $167,141 | $25,976 |
| Heather Esper | Director Performance Measurement Highest-paid employee | 40 | $140,484 | $39,064 |
| Scott Anderson | Communications Manager Highest-paid employee | 40 | $117,905 | $41,033 |
| Sharon Matusik | Chair of the Board Trustee or director | 1 | $40,000 | $0 |
| Mayurem Krishnan | Director Audit Committee Trustee or director | 1 | $16,367 | $0 |
| Ravi Anupindi | Director Trustee or director | 1 | $9,392 | $0 |
| John Engler | Director Trustee or director | 1 | $7,500 | $0 |
| Kenneth Lieberthal | Director Trustee or director | 1 | $7,500 | $0 |
| Valerie Bertacco | Director Trustee or director | 1 | $7,500 | $0 |
| Karen Davidson | Director Trustee or director | 1 | $0 | $0 |
| Ralph Gerson | Director Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 724 EAST UNIVERSITY AVE WYLY HALL 1, ANN ARBOR, MI 48109-1219
- In care of
- % WENDY TAYLOR
- Principal officer (990 for 2024)
- Wendy Taylor, 1000 Oakbrook Dr, Ann Arbor, MI 481046815
- Signed the 990
- Claire Hogikyan, VP Administration and Treasurer
- Phone
- (734) 615-7582
- Website
- www.wdi.umich.edu
Mission
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 to equip decision-makers in emerging markets with the tools of commercial success.
Program accomplishments
- 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; Impact 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; 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.Expenses $1,632,042 · revenue $379,133
- Education - In fiscal year 2025 WDI ran 7 professional executive education programs in 4 countries with participants representing countries beyond host countries. These programs were delivered both in person and virtual and for various durations.Expenses $880,823 · grants $83,928 · revenue $311,588
- 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.Expenses $591,963 · revenue $350,728
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
- 38-3048086
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- School
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1992
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- International, foreign affairs and national security (Q320)
- Assets (IRS master file)
- $59,551,487
- Income (IRS master file)
- $7,209,136
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $7,209,136 | $5,264,582 | $59,551,487 | IRS |
| 990 | June 2024 | $3,308,312 | $5,586,856 | $54,665,975 | IRS |
| 990 | June 2023 | $3,649,986 | $5,502,649 | $53,384,176 | XML |
| 990 | June 2022 | $3,314,047 | $5,324,487 | $57,138,414 | IRS |
| 990 | June 2021 | – | – | – | 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 38-3048086).
Questions about WILLIAM DAVIDSON INSTITUTE AT THE UNIVERSITY OF MICHIGAN SCHOOL OF B
- What is the EIN of WILLIAM DAVIDSON INSTITUTE AT THE UNIVERSITY OF MICHIGAN SCHOOL OF B?
- The employer identification number (EIN) of WILLIAM DAVIDSON INSTITUTE AT THE UNIVERSITY OF MICHIGAN SCHOOL OF B is 38-3048086.
- Is WILLIAM DAVIDSON INSTITUTE AT THE UNIVERSITY OF MICHIGAN SCHOOL OF B tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
- Are donations to WILLIAM DAVIDSON INSTITUTE AT THE UNIVERSITY OF MICHIGAN SCHOOL OF B tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WILLIAM DAVIDSON INSTITUTE AT THE UNIVERSITY OF MICHIGAN SCHOOL OF B 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 WILLIAM DAVIDSON INSTITUTE AT THE UNIVERSITY OF MICHIGAN SCHOOL OF B 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 WILLIAM DAVIDSON INSTITUTE AT THE UNIVERSITY OF MICHIGAN SCHOOL OF B 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 WILLIAM DAVIDSON INSTITUTE AT THE UNIVERSITY OF MICHIGAN SCHOOL OF B?
- The 990 for the year ended June 30, 2025 names Wendy Taylor.
- Who are the officers and directors of WILLIAM DAVIDSON INSTITUTE AT THE UNIVERSITY OF MICHIGAN SCHOOL OF B?
- The 990 for the year ended June 30, 2025 lists 17 people; 15 received compensation from the organization, the highest $275,406 (Amy Gillett, VP Education Secretary).
- How much revenue does WILLIAM DAVIDSON INSTITUTE AT THE UNIVERSITY OF MICHIGAN SCHOOL OF B have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $7,209,136, expenses of $5,264,582 and total assets of $59,551,487 at year end.
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