2026-08-17T08:55:46-05:00 2025-09-30 383635706 REHMANN ROBSON LLC 1500 W BIG BEAVER RD 2ND FLR TROY MI 48084 990 2024-10-01 382319524 FUND FOR MEDICAL RESEARCH AND EDUCATION FUND 3135772912 540 E CANFIELD AVE 1241 DETROIT MI 48201 THANE PETERSON CFO/TREASURER 3135772912 2026-08-14 1 1 KATHLEEN M UNDERHILL CPA P00589677 2489525000 2026-08-14 2024 2025-03-06 01:10:19Z THANE PETERSON 540 E CANFIELD AVE 1241 DETROIT MI 48201 8878198 0 X N/A X 1979 MI ASSIST THE WAYNE STATE UNIVERSITY SCHOOL OF MEDICINE AND ITS FACULTY IN MEETING THE SCHOOL'S PRIMARY GOALS OF RESEARCH, EDUCATION AND ASSOCIATED PATIENT CARE AND TO ENHANCE THE RECRUITMENT AND RETENTION OF MEDICAL FACULTY OF THE HIGHEST QUALITY. 23 1 0 1 0 0 39967967 0 7792798 7470731 1691906 1400186 0 7281 49452671 8878198 0 0 0 0 0 0 0 0 0 5323379 6226950 5323379 6226950 44129292 2651248 45428051 43561617 4603835 86153 40824216 43475464 ASSIST THE WAYNE STATE UNIVERSITY SCHOOL OF MEDICINE AND ITS FACULTY IN MEETING THE SCHOOL'S PRIMARY GOALS OF RESEARCH, EDUCATION AND ASSOCIATED PATIENT CARE AND TO ENHANCE THE RECRUITMENT AND RETENTION OF MEDICAL FACULTY OF THE HIGHEST QUALITY. 0 0 6035074 7478012 GENERAL AND DEPARTMENTAL MEDICAL RESEARCH AND EDUCATION. 6035074 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 5 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 23 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 X THANE PETERSON 3135772912 540 E CANFIELD AVE SUITE 1241 DETROIT MI 48201 WAEL SAKR MD PRESIDENT/CHAIR 1.00 48.00 X X 0 810816 68001 BERNARD COSTELLO MD DMD BOARD MEMBER AS OF 12/1/24 1.00 48.00 X 0 0 0 BETHANY GIELCZYK BOARD MEMBER AS OF 12/1/24 1.00 48.00 X 0 342098 51160 BORIS PACHE BOARD MEMBER 1.00 48.00 X 0 498994 21148 BRIAN O'NEIL MD BOARD MEMBER 1.00 24.00 X 0 452001 92695 CARMEN LEON MCINTYRE MD BOARD MEMBER (INTERIM) 1.00 48.00 X 0 150192 37503 DARIUS MEHREGAN MD BOARD MEMBER 1.00 48.00 X 0 149891 6225 DAVID BRYANT MD BOARD MEMBER 1.00 48.00 X 0 629038 22679 DAVID ROSENBERG MD BOARD MEMBER 1.00 48.00 X 0 890262 82257 DONALD WEAVER MD BOARD MEMBER 1.00 48.00 X 0 466710 98008 ERIC AYERS MD BOARD MEMBER (INTERIM) 1.00 48.00 X 0 293805 31114 EZEMENARI OBASI PHD BOARD MEMBER AS OF 12/1/24 1.00 48.00 X 0 375526 56337 HO-SHENG LIN MD BOARD MEMBER 1.00 48.00 X 0 1317404 104098 JINPING XU MD BOARD MEMBER 1.00 48.00 X 0 418269 49733 LAURIE CLABO PHD BOARD MEMBER AS OF 12/1/24 1.00 48.00 X 0 496413 37775 MARIA ZESTOS MD BOARD MEMBER 1.00 48.00 X 0 64887 8068 MARK JUZYCH MD MHSA BOARD MEMBER 1.00 48.00 X 0 1014901 51626 MAYSSA BASHA MD BOARD MEMBER 1.00 48.00 X 0 452013 38005 MICHAEL L CHER MD BOARD MEMBER 1.00 48.00 X 0 494802 81517 RAFIC BEYDOUN MD BOARD MEMBER (INTERIM) 1.00 48.00 X 0 430519 28777 RAHUL VAIDYA MD BOARD MEMBER (INTERIM) 1.00 48.00 X 0 164169 0 SAFWAN BADR MD BOARD MEMBER 1.00 48.00 X 0 740238 60994 SAMUEL JOHNSON MD BOARD MEMBER 1.00 48.00 X 0 194557 0 HERMAN GRAY MD BOARD MEMBER THRU 3/7/25 1.00 X 0 582871 52442 MARK GAFFNEY BOARD MEMBER THRU 12/1/25 0.00 X 0 0 0 BRIAN BARNHILL BOARD MEMBER THRU 12/1/25 0.00 X 0 0 0 THANE PETERSON MPA TREASURER/CFO 1.00 48.00 X 0 320623 53817 JAMIE KRUEGER PHD SECRETARY AS OF 2/20/25 1.00 48.00 X 0 191697 28698 MARK SCHWEITZER MD MHSA FORMER PRESIDENT/CHAIR 0.00 X 0 770927 108332 STEPHEN LANIER PHD FORMER VICE PRESIDENT/BOAR 0.00 X 0 308483 54809 0 13022106 1325818 0 1 1 0 0 SERVICE AGREEMENT INCOME 900099 7470731 7470731 7470731 1400186 1400186 OTHER INCOME 900099 7281 7281 7281 8878198 7478012 0 1400186 47242 47242 34933 34933 87600 87600 18908 18908 INSTITUTIONAL SUPPORT 5623450 5623450 LEASED EMPLOYEES 411624 411624 BANK CHARGES 3193 3193 6226950 6035074 191876 0 35533342 30273547 3413698 6117093 18908 19710 6462103 7151267 45428051 43561617 4603835 86153 4603835 86153 X 40824216 43475464 40824216 43475464 45428051 43561617 2651248 0 X 0 0 0 X X 1 WAYNE STATE UNIVERSITY SCHOOL OF MEDICINE 386028429 2 1 5623450 0 1 5623450 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 X 1 1 PART IV, SECTION D, LINE 3 FOUR BOARD MEMBERS ARE APPOINTED BY THE PRESIDENT OF WAYNE STATE UNIVERSITY (WSU), TWO OF WHICH ARE ON THE WSU BOARD OF DIRECTORS. NEARLY ALL THE REST SERVE ON THE BOARD BY VIRTUE OF THEIR POSITIONS WITHIN THE SCHOOL OF MEDICINE (SOM); WHETHER THE DEAN OR THE DEPARTMENT CHAIRS. IN ADDITION, THE INDIVIDUALS CHARGED WITH THE MANAGEMENT OF FUNDS ARE EMPLOYED WITHIN THE SOM WITH SUPPORT FROM WSU'S CENTRAL FINANCE OFFICE. THE INDIVIDUALS CHARGED WITH DECISIONS AS TO THE INVESTMENT AND STRATEGIC USE OF ASSETS ARE THEREFORE ALMOST ENTIRELY WSU DIRECTORS AND OFFICERS, OR THEIR DELEGEES. PART IV, SECTION E, LINE 2A THE PURPOSE OR PURPOSES FOR WHICH THE SUPPORTING ORGANIZATION WAS ORGANIZED IS AS FOLLOWS: 1) TO ASSIST THE WAYNE STATE UNIVERSITY SCHOOL OF MEDICINE AND ITS FACULTY IN MEETING THE SCHOOL'S PRIMARY GOALS OF RESEARCH, EDUCATION, AND ASSOCIATED PATIENT CARE; 2) TO SPONSOR SCIENTIFIC INVESTIGATION AND RESEARCH, BOTH BASIC AND APPLIED, OF SCHOOL OF MEDICINE FACULTY, AND TO DISSEMINATE THE KNOWLEDGE SO ACQUIRED THROUGH BOTH THE PUBLIC AND PROFESSIONAL CHANNELS; 3) TO FOSTER THE EDUCATION AND TRAINING OF MEDICAL PERSONNEL; 4) TO ENHANCE THE RECRUITMENT AND RETENTION OF MEDICAL FACULTY OF THE HIGHEST QUALITY FOR THE SCHOOL OF MEDICINE; 5) TO SOLICIT AND RECEIVE FUNDS AND PROPERTY TO BE USED FOR ANY OF THESE PURPOSES. AS SUCH, SUBSTANTIALLY ALL OF THE SUPPORTING ORGANIZATION'S ACTIVITIES DURING THE TAX YEAR DIRECTLY FURTHERED THE EXEMPT PURPOSES OF THE SUPPORTED ORGANIZATION. THESE ACTIVITIES ASSISTED THE SUPPORTED ORGANIZATION IN MEETING ITS PRIMARY GOALS OF RESEARCH, EDUCATION, AND ASSOCIATED PATIENT CARE. PART IV, SECTION E, LINE 2B WAYNE STATE UNIVERSITY SCHOOL OF MEDICINE, THE SUPPORTED ORGANIZATION, WOULD HAVE BEEN ENGAGED IN THE ACTIVITIES OF THE FILING ORGANIZATION IF NOT SPECIFICALLY FOR THE FORMATION OF THE FUND FOR MEDICAL RESEARCH AND EDUCATION. WAYNE STATE UNIVERSITY SCHOOL OF MEDICINE PRIMARY GOALS ARE RESEARCH, EDUCATION, AND ASSOCIATED PATIENT CARE WHICH ARE ONE OF THE PURPOSES OF THE SUPPORTING ORGANIZATION. 0 NOTES RECEIVABLE - AFFILIATES 7151267 7151267 0 0 0 0 0 0 0 0 0 HO-SHENG LIN MD BOARD MEMBER 0 1164136 0 153268 0 0 0 85139 0 18959 0 1421502 0 0 MARK JUZYCH MD MHSA BOARD MEMBER 0 1014901 0 0 0 0 0 21739 0 29887 0 1066527 0 0 DAVID ROSENBERG MD BOARD MEMBER 0 890262 0 0 0 0 0 51601 0 30656 0 972519 0 0 MARK SCHWEITZER MD MHSA FORMER PRESIDENT/CHAIR 0 770927 0 0 0 0 0 87025 0 21307 0 879259 0 0 WAEL SAKR MD PRESIDENT/CHAIR 0 810816 0 0 0 0 0 49527 0 18474 0 878817 0 0 SAFWAN BADR MD BOARD MEMBER 0 740238 0 0 0 0 0 49424 0 11570 0 801232 0 0 DAVID BRYANT MD BOARD MEMBER 0 629038 0 0 0 0 0 21900 0 779 0 651717 0 0 HERMAN GRAY MD BOARD MEMBER THRU 3/7/25 0 582871 0 0 0 0 0 34500 0 17942 0 635313 0 0 MICHAEL L CHER MD BOARD MEMBER 0 470248 0 24554 0 0 0 73924 0 7593 0 576319 0 0 DONALD WEAVER MD BOARD MEMBER 0 466710 0 0 0 0 0 78786 0 19222 0 564718 0 0 BRIAN O'NEIL MD BOARD MEMBER 0 452001 0 0 0 0 0 68071 0 24624 0 544696 0 0 LAURIE CLABO PHD BOARD MEMBER AS OF 12/1/24 0 496413 0 0 0 0 0 35700 0 2075 0 534188 0 0 BORIS PACHE BOARD MEMBER 0 498994 0 0 0 0 0 0 0 21148 0 520142 0 0 MAYSSA BASHA MD BOARD MEMBER 0 439750 0 12263 0 0 0 36807 0 1198 0 490018 0 0 JINPING XU MD BOARD MEMBER 0 418269 0 0 0 0 0 30752 0 18981 0 468002 0 0 RAFIC BEYDOUN MD BOARD MEMBER (INTERIM) 0 430519 0 0 0 0 0 21489 0 7288 0 459296 0 0 EZEMENARI OBASI PHD BOARD MEMBER AS OF 12/1/24 0 375526 0 0 0 0 0 34500 0 21837 0 431863 0 0 BETHANY GIELCZYK BOARD MEMBER AS OF 12/1/24 0 342098 0 0 0 0 0 49788 0 1372 0 393258 0 0 THANE PETERSON MPA TREASURER/CFO 0 320623 0 0 0 0 0 23722 0 30095 0 374440 0 0 STEPHEN LANIER PHD FORMER VICE PRESIDENT/BOAR 0 305451 0 3032 0 0 0 30545 0 24264 0 363292 0 0 ERIC AYERS MD BOARD MEMBER (INTERIM) 0 292711 0 1094 0 0 0 20162 0 10952 0 324919 0 0 JAMIE KRUEGER PHD SECRETARY AS OF 2/20/25 0 191697 0 0 0 0 0 15618 0 13080 0 220395 0 0 SAMUEL JOHNSON MD BOARD MEMBER 0 194557 0 0 0 0 0 0 0 0 0 194557 0 0 CARMEN LEON MCINTYRE MD BOARD MEMBER (INTERIM) 0 150192 0 0 0 0 0 13772 0 23731 0 187695 0 0 RAHUL VAIDYA MD BOARD MEMBER (INTERIM) 0 164169 0 0 0 0 0 0 0 0 0 164169 0 0 DARIUS MEHREGAN MD BOARD MEMBER 0 145960 0 3931 0 0 0 5798 0 427 0 156116 0 0 PART I, LINE 3: THE PRESIDENT IS AN EMPLOYEE OF RELATED ORGANIZATIONS. HIS COMPENSATION IS DETERMINED BY THE RELATED ORGANIZATIONS. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S TREASURER REVIEWS A DRAFT OF THE 990 AND THEN REVIEWS THE FINAL COPY OF THE RETURN BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12 EACH OF THE CORPORATION'S OFFICERS AND DIRECTORS SHALL AT ALL TIMES ACT IN A MANNER THAT FURTHERS THE CORPORATION'S CHARITABLE OR EDUCATIONAL PURPOSE AND SHALL EXERCISE CARE THAT HE OR SHE DOES NOT ACT IN A MANNER THAT FURTHERS HIS OR HER PRIVATE INTERESTS TO THE DETRIMENT OF THE CORPORATION'S PURPOSE. A CONFLICT OF INTEREST CAN BE CONSIDERED TO EXIST IN ANY INSTANCE WHERE THE ACTIONS OR ACTIVITIES OF THE INDIVIDUAL ON BEHALF OF THE CORPORATION ALSO INVOLVE THE OBTAINING OF A DIRECT OR INDIRECT PERSONAL GAIN OR ADVANTAGE, OR AN ADVERSE OR POTENTIALLY ADVERSE EFFECT ON THE INTERESTS OF THE CORPORATION. THE CORPORATION'S OFFICERS AND DIRECTORS SHALL AVOID CONFLICTS OF INTEREST AND OTHERWISE FULLY DISCLOSE TO THE CORPORATION ANY POTENTIAL OR ACTUAL CONFLICTS OF INTEREST, IF SUCH CONFLICTS CANNOT BE AVOIDED, SO THAT SUCH CONFLICTS ARE DEALT WITH IN THE BEST INTERESTS OF THE CORPORATION. THE OFFICERS AND DIRECTORS OF THE CORPORATION OR ANY COMMITTEE MEMBER SHALL DISCLOSE ANY POTENTIAL OR ACTUAL CONFLICT OF INTEREST IN WRITING TO THE OTHER DIRECTORS OF THE BOARD OR ANY SUCH COMMITTEE AND MADE A MATTER OF RECORD EITHER WHEN THE INTEREST BECOMES A MATTER OF BOARD OR COMMITTEE ACTION OR AS PART OF A PERIODIC PROCEDURE TO BE ESTABLISHED BY THE BOARD OF DIRECTORS OR COMMITTEE. FORM 990, PART VI, SECTION B, LINE 15 SINCE THE ORGANIZATION DOES NOT PAY COMPENSATION, IT DOES NOT HAVE A COMPENSATION POLICY. FORM 990, PART VI, SECTION C, LINE 19 A COPY OF THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF TIME AS SET FORTH IN PUBLIC DISCLOSURE 6104(D). WAYNE STATE UNIVERSITY SCHOOL OF MEDICINE 5700 CASS AVENUE STE 4900 DETROIT MI 48202 386028429 EDUCATIONAL INSTITUTION MI 501(C)(3) LINE 2 N/A 0 UNIVERSITY PHYSICIAN GROUP 400 MACK AVENUE DETROIT MI 48201 383474766 MEDICAL MI 501(C)(3) LINE 10 N/A 0 WAYNE PEDIATRICS INC 400 MACK AVENUE SUITE 1 DETROIT MI 48201 843395605 PEDIATRIC MEDICAL SERVICES MI 501(C)(3) LINE 10 N/A 0 WAYNE STATE UNIVERSITY 5700 CASS AVENUE SUITE 4100 DETROIT MI 48201 386028429 PUBLIC UNIVERSITY MI 501(C)(3) LINE 2 N/A 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0