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Governance Register
US nonprofit · EIN 383048086 · Ann Arbor, MIiSource and licenceOrganisation record IRS Exempt Organizations Business Master File (EIN 383048086) - NTEE activity code, address.Board and officers IRS Form 990 annual filings, Part VII (directors, trustees, officers, key employees), read year by year to observe time served.Latest return IRS Form 990 series e-file data - 990 for the year to 30 June 2025: assets, liabilities, staff, website, telephone, pay.Renewal outlook Computed by Governance Register from the observed filing history and filed revenue. Not a statement that the organisation is recruiting.Deductibility IRS Publication 78 data (code PC), downloaded 18 October 2026.Licence US Federal Government public domain.How we handle data

William Davidson Institute at the University of Michigan School of B's network

8 people7 organisationsi8 people and 7 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (8). Violet dotted lines (7) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.

The board

8 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 8 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.
NameRole as filedSinceOn the board
Sharon Matusik ChairChair of the Board2023
3 yrs
John EnglerDirector2021
5 yrs
Karen DavidsonDirector2021
5 yrs
Kenneth LieberthalDirector2022
4 yrs
Mayurem KrishnanDirector Audit Committee2021
5 yrs
Ralph GersonDirector2021
5 yrs
Ravi AnupindiDirector2021
5 yrs
Valerie BertaccoDirector2021
5 yrs
Under 5 years5 to 6 years6 years or more

Officers and senior leadership

11 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.
NameTitle as filedOn the filings
Amy GillettVP Education Secretarysince 2021
Andrea BareSenior Advisor2021
Claire HogikyanVP AdministrationTreasurersince 2021
David ButzSenior Research fellow2021
Diana PaezSr Director Grants Partnershipssince 2021
Heather EsperDirector Performance Measurementsince 2021
Ioan Cleaton - JonesDirector Healthcare Delivery2023
Ioan Cleaton-JonesDirector Healthcare Delivery2022
Pascale LeroueilVP Healthcaresince 2021
Paul ClydePresidentsince 2021
Scott AndersonCommunications Managersince 2022

Pay and hours

year to 30 June 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.
NameTitle as filedHours a weekPay from the organisationRelated organisationsOther
Pascale LeroueilVP Healthcare40$276k$34k
Amy GillettVP Education Secretary40$275k$63k
Paul ClydePresident Part Year40$265k$38k
Claire HogikyanVP Administration Treasurer40$259k$28k
Diana PaezSr Director Grants Partnerships40$187k$30k
Wendy TaylorPresident Part Year40$184k$43k
Ioan Cleaton-JonesDirector Healthcare Delivery40$179k$42k
Heather EsperDirector Performance Measurement40$166k$18k
Scott AndersonCommunications Manager40$127k$41k
Sharon MatusikChair of the Board1$40k
Mayurem KrishnanDirector1$16k
Ravi AnupindiDirector1$10k
Kenneth LieberthalDirector1$8k
Valerie BertaccoDirector1$8k
John EnglerDirector1$8k
Karen DavidsonDirector1$0
Ralph GersonDirector1$0

About

Legal name
William Davidson Institute at the University of Michigan School of B
EIN
383048086
Address
1000 Oakbrook Dr, Ann Arbor, MI, 48104-6815
State
Michigan
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. (as filed on the Form 990)
Activity (NTEE)
Q320 International, foreign affairs and national security
IRS classification
501(c)03 (tax-exempt under section 501(c)(3) where shown)
Classified purpose
International, Foreign Affairs & National Security
Size band
9 (IRS master file code)
Formed
1992
Principal officer
Wendy Taylor (as named on the Form 990)
IRS ruling date
1 November 1992
Status
Code 01 (unconditional exemption)
Form 990 filings on record
3, latest 2023
IRS Publication 78
PC (contributions deductible)

Most connected

Longest observed on the filings

≥5years on the filingsJohn Engler
≥5years on the filingsKaren Davidson
≥5years on the filingsMayurem Krishnan
≥5years on the filingsRalph Gerson

Latest return

year to 30 June 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 30 June 2025. US dollars, as filed.
Total assets
$59.6m
Total liabilities
$749k
Net assets or fund balances
$58.8m
Contributions and grants received
$4.1m
Program service revenue
$1m
Grants and similar paid out
$84k
Employees
28
Volunteers
1