FURP.ORG / PUBLIC DATA EXPLORER

MIDWESTERN UNIVERSITY: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
MIDWESTERN UNIVERSITY (EIN 36-3377698)
Tax period
2022-07-01 to 2023-06-30
Filed
2024-05-15
IRS object ID
202411369349306506
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-05-15T10:51:23+00:00ReturnTs
Tax Period End2023-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN350921680PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CROWE LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1225 West Wacker Drive Suite 2600AddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP606061224ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN363377698EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Midwestern UniversityBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMIDWBusinessNameControlTxt
Phone6305157307PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1555 31ST STREETAddressLine1Txt
CityDOWNERS GROVECityNm
State AbbreviationILStateAbbreviationCd
ZIP60515ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKATHLEEN GOEPPINGERPersonNm
Person TitlePRESIDENT AND CEOPersonTitleTxt
Phone6305157145PhoneNum
Signature2024-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstKATHLEENPersonFirstNm
Person LastGOEPPINGERPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJENNIFER BURKEPreparerPersonNm
PTINP01342224PTIN
Phone3128997000PhoneNum
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

FieldValueIRS element (for citing)
Business Name Line1KATHLEEN H GOEPPINGER PHDBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1555 31ST STREETAddressLine1Txt
CityDOWNERS GROVECityNm
State AbbreviationILStateAbbreviationCd
ZIP60515ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,948,976,940GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW. MIDWESTERN.EDUWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1900FormationYr
Legal Domicile StateILLegalDomicileStateCd
Activity Or MissionMIDWESTERN UNIVERSITY DEDICATES THE INSTITUTION AND ITS RESOURCES TO THE HIGHEST STANDARDS OF ACADEMIC EXCELLENCE TO MEET THE EDUCATIONAL NEEDS OF THE HEALTH CARE COMMUNITY.ActivityOrMissionDesc
Voting Members Governing Body18VotingMembersGoverningBodyCnt
Voting Members Independent16VotingMembersIndependentCnt
Total Employee4043TotalEmployeeCnt
Total Volunteers3203TotalVolunteersCnt
Total Gross UBI$20,865TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$19,470,266PYContributionsGrantsAmt
CY Contributions Grants$8,137,080CYContributionsGrantsAmt
PY Program Service Revenue$479,422,019PYProgramServiceRevenueAmt
CY Program Service Revenue$486,419,994CYProgramServiceRevenueAmt
PY Investment Income$18,899,754PYInvestmentIncomeAmt
CY Investment Income$22,069,324CYInvestmentIncomeAmt
PY Other Revenue$1,750,692PYOtherRevenueAmt
CY Other Revenue$1,464,835CYOtherRevenueAmt
PY Total Revenue$519,542,731PYTotalRevenueAmt
CY Total Revenue$518,091,233CYTotalRevenueAmt
PY Grants And Similar Paid$8,791,349PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$3,491,338CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$240,338,106PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$254,761,474CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$667,060CYTotalFundraisingExpenseAmt
PY Other Expenses$130,658,716PYOtherExpensesAmt
CY Other Expenses$135,414,702CYOtherExpensesAmt
PY Total Expenses$379,788,171PYTotalExpensesAmt
CY Total Expenses$393,667,514CYTotalExpensesAmt
PY Revenues Less Expenses$139,754,560PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$124,423,719CYRevenuesLessExpensesAmt
Total Assets BOY$1,816,520,106TotalAssetsBOYAmt
Total Assets EOY$1,942,110,046TotalAssetsEOYAmt
Total Liabilities BOY$291,024,419TotalLiabilitiesBOYAmt
Total Liabilities EOY$280,112,630TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,525,495,687NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,661,997,416NetAssetsOrFundBalancesEOYAmt
MissionMIDWESTERN UNIVERSITY'S HISTORICAL AND SUSTAINING PHILOSOPHY DEDICATES THE INSTITUTION AND ITS RESOURCES TO THE HIGHEST STANDARDS OF ACADEMIC EXCELLENCE TO MEET THE EDUCATIONAL NEEDS OF THE HEALTH CARE COMMUNITY.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$366,036,284ExpenseAmt
Grant$3,491,338GrantAmt
Revenue$487,551,117RevenueAmt
DescDESCRIPTION OF PROGRAM SERVICE ACCOMPLISHMENTS DURING THE FISCAL YEAR ENDED JUNE 30, 2023, MIDWESTERN UNIVERSITY PROVIDED HEALTH SCIENCES EDUCATION SERVICES TO APPROXIMATELY 6,542 PRE-DOCTORAL STUDENTS. THESE STUDENT SERVICES ARE LOCATED ON THREE CAMPUSES, TWO IN ILLINOIS AND ONE IN ARIZONA. MIDWESTERN UNIVERSITY OFFERS HEALTH EDUCATION PROGRAMS IN MEDICINE, PHARMACY, PHYSICIAN ASSISTANCE, PHYSICAL THERAPY, OCCUPATIONAL THERAPY, BIOMEDICAL SCIENCES, PODIATRY, CLINICAL PSYCHOLOGY, PERFUSION SERVICES, NURSE ANESTHETIST, DENTISTRY, OPTOMETRY, VETERINARY MEDICINE, SPEECH LANGUAGE PATHOLOGY, AND GRADUATE EDUCATION PROGRAMS IN MEDICINE, AS WELL AS CONTINUING EDUCATION FOR STAFF AND ALUMNI. MIDWESTERN UNIVERSITY CONTINUED ITS RESEARCH AND TRAINING PROGRAMS WITH THE SUPPORT OF FEDERAL AND PRIVATE FUNDING. MIDWESTERN UNIVERSITY CLINICS VALUE OF DISCOUNTED CARE PROVIDED $23,211,000 VALUE OF FREE CARE PROVIDED $1,938,000 THE MIDWESTERN UNIVERSITY CLINICS OPERATED AT THE ARIZONA AND/OR THE ILLINOIS CAMPUSES INCLUDE DENTAL INSTITUTES, EYE INSTITUTES, MULTISPECIALTY PRACTICES, THERAPY INSTITUTE, AND ANIMAL HEALTH INSTITUTE DESIGNED TO PROVIDE CLINICAL TEACHING SITES AND MEET A WIDE-RANGE OF HEALTHCARE NEEDS OF AREA PATIENTS. IN ACCORDANCE WITH THE UNIVERSITY'S ACADEMIC MISSION, THE FEE SCHEDULES AT THE TWO DENTAL INSTITUTES HAVE BEEN REDUCED TO APPROXIMATELY 50% OR MORE OF USUAL AND CUSTOMARY CHARGES. AS A RESULT, DURING FISCAL YEAR ENDED JUNE 30, 2023, MWU PATIENTS PAID $23,211,000 LESS IN PATIENT SERVICE FEES THAN THEY WOULD HAVE HAD MWU CHARGED USUAL AND CUSTOMARY FEES. ALSO, THE UNIVERSITY HAS A DISCOUNT PROGRAM WHEREBY LOW-INCOME INDIVIDUALS CAN APPLY FOR FREE CARE AT MWU CLINICS BASED ON THE FEDERAL POVERTY GUIDELINES. THE TOTAL DISCOUNTS IN FISCAL YEAR ENDED JUNE 30, 2023, WERE $993,000 AT STATED PATIENT SERVICE CHARGES. HAD MWU CHARGED USUAL AND CUSTOMARY FEES, THE VALUE OF THE DISCOUNTS WOULD HAVE BEEN $1,938,000.Desc
Total Program Service Expenses$366,036,284TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingYes (true)CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingYes (true)SchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsYes (true)TaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntYes (true)BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgYes (true)TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document9161IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee4043EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtYes (true)SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members18GoverningBodyVotingMembersCnt
Independent Voting Member16IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MATTHEW SWEENEY CPABusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6305157307PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1555 31ST STREETAddressLine1Txt
CityDOWNERS GROVECityNm
State AbbreviationILStateAbbreviationCd
ZIP60515ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (37 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
JANET R BOLTON CFP CIMA
CHAIRPERSON, TRUSTEE1.01.0Yes (X)Yes (X)$0$0$0
JEAN L BAXTER JD
VICE CHAIRPERSON, TRUSTEE1.01.0Yes (X)Yes (X)$0$0$0
KATHLEEN H GOEPPINGER PHD
PRESIDENT, CEO, TRUSTEE40.01.0Yes (X)Yes (X)$2,994,092$0$49,892
KENNETH R HERLIN
SECRETARY, TREASURER, TRUSTEE1.01.0Yes (X)Yes (X)$0$0$0
BARBARA J RALSTON
TRUSTEE, THROUGH AUGUST 20221.00.0Yes (X)$0$0$0
CHARA REID-REED PHARM D
Trustee1.00.0Yes (X)$0$0$0
GREGORY J GAUS
TRUSTEE1.01.0Yes (X)$0$0$0
JOHN LADOWICZ
TRUSTEE1.00.0Yes (X)$0$0$0
KEVIN D LEAHY
TRUSTEE1.01.0Yes (X)$0$0$0
MADELINE R LEWIS DO
TRUSTEE1.01.0Yes (X)$0$0$0
MARILYN KENT TAPAJNA
TRUSTEE1.00.0Yes (X)$0$0$0
MICHAEL J BLEND PHD DO
TRUSTEE1.00.0Yes (X)$0$0$0
MICHAEL M BOND DO
TRUSTEE AS OF DECEMBER 6, 20221.00.0Yes (X)$0$0$0
MICHAEL P KAMRADT
TRUSTEE1.00.0Yes (X)$0$0$0
NICHOLAS C ZAGOTTA JD
TRUSTEE AS OF DECEMBER 6, 20221.00.0Yes (X)$0$0$0
RONALD D TUCKER
TRUSTEE1.00.0Yes (X)$0$0$0
Sr ANNE C LEONARD
LIFE TRUSTEE AS OF DECEMBER 6, 20220.00.0Yes (X)$0$0$0
STEVEN R CHANEN
TRUSTEE1.00.0Yes (X)$0$0$0
WARREN B GRAYSON JD
TRUSTEE1.01.0Yes (X)$0$0$0
AMY GIBSON
VICE PRESIDENT, HUMAN RESOURCES GANIZATIONAL DEVELOPMENT40.00.0Yes (X)$353,767$0$32,656
ANGELA MARTY MS
SR. VICE PRESIDENT ADMINISTRATION AND COMMUNICATIONS40.00.0Yes (X)$637,253$0$59,726
BARBARA L MCCLOUD ESQ
VICE PRESIDENT & GENERAL COUNSEL40.00.0Yes (X)$634,203$0$44,737
DANIEL TAPIA
VICE PRESIDENT OF OPERATIONS40.00.0Yes (X)$487,455$0$59,114
DEAN P MALONE
VICE PRESIDENT, SPECIAL ASSISTANT FOR FINANCE, LAST DAY OF WORK 7/1/202240.01.0Yes (X)$566,438$0$46,690
GREGORY L O'COYNE
VICE PRESIDENT, FINANCE40.01.0Yes (X)$428,688$0$54,030
JOSHUA C BAKER
SR. VICE PRESIDENT & CHIEF ACADEMIC OFFICER40.00.0Yes (X)$781,795$0$60,532
KAILA M DOUGHERTY
VICE PRESIDENT, CLINIC OPERATIONS40.00.0Yes (X)$286,388$0$51,942
KATHLEEN N PLAYER EDD
VICE PRESIDENT & CHIEF ACADEMIC OFFICER, LAST DAY OF WORK 07/01/202240.00.0Yes (X)$599,943$0$43,060
KYLE H RAMSEY PHD
VICE PRESIDENT & CHIEF ACADEMIC OFFICER40.00.0Yes (X)$650,265$0$59,943
MARY LEE PHARM D
VICE PRESIDENT, ASSISTANT TO THE PRESIDENT40.00.0Yes (X)$304,074$0$30,608
MATTHEW J SWEENEY
ASSISTANT TREASURER, CFO, VICE PRESIDENT40.01.0Yes (X)$560,154$0$59,606
YIR GLORIA YUEH
VICE PRESIDENT, CHIEF ACADEMIC OFFICER40.00.0Yes (X)$500,474$0$40,454
HAROLD J HAERING
DEAN, COLLEGE OF DENTAL MEDICINE - ILLINOIS40.00.0$523,053$0$51,908Yes (X)
LORI A KEMPER DO
DEAN OF MEDICINE40.00.0$535,573$0$52,187Yes (X)
MITCHELL R EMERSON
DEAN, COLLEGES OF PHARMACY40.00.0$516,345$0$59,464Yes (X)
ROSS J KOSINSKI PHD
DEAN STUDENT SERVICES40.00.0$575,444$0$51,908Yes (X)
THOMAS A BOYLE DO
DEAN OF MEDICINE40.00.0$542,475$0$52,181Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$12,477,879TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$960,638TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K621IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
CHANEN CONSTRUCTION
3300 N THIRD STPHOENIXAZ85067GENERAL CONTRACTOR$14,700,542
METRO CLEANING COMPANY
8349 W DESERT SPOONPeoriaAZ85383JANITORIAL SERVICES$3,981,093
Chartwells Dining Service
2400 Yorkmont RdCharlotteNC28217Cafeteria Services$1,737,805
DWL Architects Planners Inc
2333 North Central AvenuePhoenixAZ85004Architectural Services$1,285,928
Building Services of America
10216 Werch DriveWoodridgeIL60517Janitorial Services$1,261,686
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K50CntrctRcvdGreaterThan100KCnt
Fundraising$101,332FundraisingAmt
Government Grants$3,615,964GovernmentGrantsAmt
All Other Contributions$4,419,784AllOtherContributionsAmt
Noncash Contributions$70,534NoncashContributionsAmt
Total Contributions$8,137,080TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
TUITION & FEES611310$452,098,103$452,098,103
POST-DOCTORATE PROGRAM611310$182,046$182,046
CLINICAL REVENUE621400$29,225,421$29,225,421
STUDENT HOUSING721310$4,914,424$4,914,424

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$486,419,994TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$23,138,328TotalRevenueColumnAmt
Unrelated Business Revenue$20,865UnrelatedBusinessRevenueAmt
Exclusion$23,117,463ExclusionAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$0RealAmt
Personal$0PersonalAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,429,757,271SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,430,826,275SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$1,069,004SecuritiesAmt
Other$0OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$1,069,004TotalRevenueColumnAmt
Exclusion-$1,069,004ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$13,958FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$101,332ContriRptFundraisingEventAmt
Fundraising Direct Expenses$52,590FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$38,632TotalRevenueColumnAmt
Exclusion-$38,632ExclusionAmt
FieldValueIRS element (for citing)
Gaming Gross Income$14,971GamingGrossIncomeAmt
Gaming Direct Expenses$6,842GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$8,129TotalRevenueColumnAmt
Exclusion$8,129ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
CO-FUNDED FACULTY561499$677,154$677,154
STUDENT LOAN INTEREST561499$166,814$166,814
Misc Student Fees561499$81,202$81,202

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$570,168TotalRevenueColumnAmt
Related Or Exempt Func Income$205,953RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$364,215ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$1,495,338OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$518,091,233TotalRevenueColumnAmt
Related Or Exempt Func Income$487,551,117RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$20,865UnrelatedBusinessRevenueAmt
Exclusion$22,382,171ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$43,996TotalAmt
Program Services$43,996ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$3,447,342TotalAmt
Program Services$3,447,342ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$8,071,584TotalAmt
Program Services$4,670,359ProgramServicesAmt
Management And General$3,401,225ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$191,622,627TotalAmt
Program Services$180,563,631ProgramServicesAmt
Management And General$10,684,477ManagementAndGeneralAmt
Fundraising$374,519FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$16,218,598TotalAmt
Program Services$15,183,656ProgramServicesAmt
Management And General$1,008,138ManagementAndGeneralAmt
Fundraising$26,804FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$25,957,295TotalAmt
Program Services$24,377,473ProgramServicesAmt
Management And General$1,538,904ManagementAndGeneralAmt
Fundraising$40,918FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$12,891,370TotalAmt
Program Services$11,973,558ProgramServicesAmt
Management And General$894,041ManagementAndGeneralAmt
Fundraising$23,771FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$1,725,665TotalAmt
Program Services$1,119,848ProgramServicesAmt
Management And General$605,817ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$715,000TotalAmt
Program Services$71,500ProgramServicesAmt
Management And General$643,500ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$258,222TotalAmt
Management And General$258,222ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$1,587,026TotalAmt
Program Services$129,086ProgramServicesAmt
Management And General$1,457,940ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$14,792,345TotalAmt
Program Services$13,604,792ProgramServicesAmt
Management And General$1,187,525ManagementAndGeneralAmt
Fundraising$28FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,264,965TotalAmt
Program Services$1,000,173ProgramServicesAmt
Management And General$264,667ManagementAndGeneralAmt
Fundraising$125FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$23,242,585TotalAmt
Program Services$21,622,244ProgramServicesAmt
Management And General$1,563,014ManagementAndGeneralAmt
Fundraising$57,327FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$3,955,392TotalAmt
Program Services$3,870,860ProgramServicesAmt
Management And General$84,428ManagementAndGeneralAmt
Fundraising$104FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$7,476,662TotalAmt
Program Services$7,294,342ProgramServicesAmt
Management And General$182,320ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,667,502TotalAmt
Program Services$1,454,504ProgramServicesAmt
Management And General$208,724ManagementAndGeneralAmt
Fundraising$4,274FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,542,709TotalAmt
Program Services$1,510,675ProgramServicesAmt
Management And General$29,041ManagementAndGeneralAmt
Fundraising$2,993FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$3,039,537TotalAmt
Program Services$2,937,253ProgramServicesAmt
Management And General$102,284ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$42,194,543TotalAmt
Program Services$41,294,808ProgramServicesAmt
Management And General$899,735ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,387,728TotalAmt
Program Services$812,288ProgramServicesAmt
Management And General$573,796ManagementAndGeneralAmt
Fundraising$1,644FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
CLINICAL FACULTY SERVICES$8,930,683$8,930,683
STUDENT HOUSING EXPENSE$5,567,516$5,567,516
EDUCATION EXPENSE$2,237,383$2,235,142$2,229$12
BOOKS & PERIODICALS$2,632,439$2,631,839$600

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$11,196,800TotalAmt
Program Services$9,688,716ProgramServicesAmt
Management And General$1,373,543ManagementAndGeneralAmt
Fundraising$134,541FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$393,667,514TotalAmt
Program Services$366,036,284ProgramServicesAmt
Management And General$26,964,170ManagementAndGeneralAmt
Fundraising$667,060FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$54,298,900BOYAmt
EOY$26,106,722EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,523,562BOYAmt
EOY$2,195,140EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$5,877,993BOYAmt
EOY$5,413,366EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$1,932,393BOYAmt
EOY$1,709,702EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$5,152,783BOYAmt
EOY$6,608,056EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,250,551,988LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$514,367,091LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$729,016,139BOYAmt
EOY$736,184,897EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$881,612,718BOYAmt
EOY$1,028,592,815EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$78,956,642BOYAmt
EOY$79,575,208EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$30,075,667BOYAmt
EOY$27,362,214EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$28,073,309BOYAmt
EOY$28,361,926EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,816,520,106BOYAmt
EOY$1,942,110,046EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$52,126,716BOYAmt
EOY$54,898,242EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$1,429,452BOYAmt
EOY$1,393,532EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$54,004,249BOYAmt
EOY$51,814,834EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$138,662,651BOYAmt
EOY$129,124,636EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$44,801,351BOYAmt
EOY$42,881,386EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$291,024,419BOYAmt
EOY$280,112,630EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,496,479,764BOYAmt
EOY$1,629,925,670EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$29,015,923BOYAmt
EOY$32,071,746EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,525,495,687BOYAmt
EOY$1,661,997,416EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,816,520,106BOYAmt
EOY$1,942,110,046EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$124,423,719ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$17,570,349NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$5,492,339OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (true)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,745,623CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6,100,212CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$9,288,854CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$19,470,266CurrentTaxYearMinus1YearAmt
Current Tax Year$8,137,080CurrentTaxYearAmt
Total$47,742,035TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,745,623CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6,100,212CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$9,288,854CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$19,470,266CurrentTaxYearMinus1YearAmt
Current Tax Year$8,137,080CurrentTaxYearAmt
Total$47,742,035TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$6,714,344SubstantialContributorsTotAmt
Public Support Total170$41,027,691PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$14,340,203CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$11,719,022CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6,558,720CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$10,284,382CurrentTaxYearMinus1YearAmt
Current Tax Year$23,138,328CurrentTaxYearAmt
Total$66,040,655TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,442,091CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,524,917CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$720,839CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$461,667CurrentTaxYearMinus1YearAmt
Current Tax Year$538,965CurrentTaxYearAmt
Total$4,688,479TotalAmt
FieldValueIRS element (for citing)
Total Support$118,471,169TotalSupportAmt
Gross Receipts Rltd Activities$2,370,693,472GrossReceiptsRltdActivitiesAmt
Public Support CY1700.3463PublicSupportCY170Pct
Public Support PY1700.3687PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule A, Part II, Line 10 Other IncomeFormAndLineReferenceDesc
ExplanationDESCRIPTION - STUDENT LOAN INTEREST, COLUMN A - 669528.0, COLUMN B - 556509.0, COLUMN C - 170245.0, COLUMN D - 163006.0, COLUMN E - 166814.0, COLUMN F - 1726102.0; DESCRIPTION - WASHING MACHINE REVENUE, COLUMN A - 14474.0, COLUMN B - 11599.0, COLUMN C - 9465.0, COLUMN D - 6553.0, COLUMN E - 0.0, COLUMN F - 42091.0; DESCRIPTION - CAMPUS RENTAL, COLUMN A - 35450.0, COLUMN B - 31075.0, COLUMN C - 39825.0, COLUMN D - 13575.0, COLUMN E - 74533.0, COLUMN F - 194458.0; DESCRIPTION - MISCELLANEOUS REVENUE, COLUMN A - 298526.0, COLUMN B - 499864.0, COLUMN C - 360199.0, COLUMN D - 52665.0, COLUMN E - 54020.0, COLUMN F - 1265274.0; DESCRIPTION - CREDIT CARD FEE REVENUE SHARE, COLUMN A - 173788.0, COLUMN B - 165876.0, COLUMN C - 102609.0, COLUMN D - 129152.0, COLUMN E - 161140.0, COLUMN F - 732565.0; DESCRIPTION - ALUMNI ASSOCIATION DUES, COLUMN A - 30616.0, COLUMN B - 3588.0, COLUMN C - 23250.0, COLUMN D - 22925.0, COLUMN E - 12350.0, COLUMN F - 92729.0; DESCRIPTION - LATE CHARGES, COLUMN A - 13479.0, COLUMN B - 11259.0, COLUMN C - 16157.0, COLUMN D - 31672.0, COLUMN E - 21991.0, COLUMN F - 94558.0; DESCRIPTION - CONVENIENCE CHARGE REVENUE, COLUMN A - 5205.0, COLUMN B - 3637.0, COLUMN C - 929.0, COLUMN D - 3703.0, COLUMN E - 2407.0, COLUMN F - 15881.0; DESCRIPTION - MWU STUDENT SICK VISIT REVENUE, COLUMN A - 99090.0, COLUMN B - 152442.0, COLUMN C - 0.0, COLUMN D - 0.0, COLUMN E - 0.0, COLUMN F - 251532.0; DESCRIPTION - FITNESS PROGRAM REVENUE, COLUMN A - 23666.0, COLUMN B - 5905.0, COLUMN C - 455.0, COLUMN D - 4870.0, COLUMN E - 4535.0, COLUMN F - 39431.0; DESCRIPTION - VENDING MACHINES REVENUE, COLUMN A - 5798.0, COLUMN B - 3354.0, COLUMN C - 0.0, COLUMN D - 5596.0, COLUMN E - 8359.0, COLUMN F - 23107.0; DESCRIPTION - ALUMNI EVENTS, COLUMN A - 700.0, COLUMN B - 5700.0, COLUMN C - 0.0, COLUMN D - 0.0, COLUMN E - 0.0, COLUMN F - 6400.0; DESCRIPTION - PENALTY CHARGES, COLUMN A - 282.0, COLUMN B - 6489.0, COLUMN C - -3435.0, COLUMN D - 321.0, COLUMN E - 181.0, COLUMN F - 3838.0; DESCRIPTION - PARKING FINES, COLUMN A - 4266.0, COLUMN B - 4780.0, COLUMN C - 470.0, COLUMN D - 5745.0, COLUMN E - 3000.0, COLUMN F - 18261.0; DESCRIPTION - RETURNED CHECK FEES, COLUMN A - -55.0, COLUMN B - -255.0, COLUMN C - -210.0, COLUMN D - -30.0, COLUMN E - -120.0, COLUMN F - -670.0; DESCRIPTION - COPY CENTER CHGS, COLUMN A - 1568.0, COLUMN B - 1161.0, COLUMN C - 880.0, COLUMN D - 914.0, COLUMN E - 826.0, COLUMN F - 5349.0; DESCRIPTION - LATE-FEE HEALTH INSURANCE, COLUMN A - 3535.0, COLUMN B - 6265.0, COLUMN C - 0.0, COLUMN D - 0.0, COLUMN E - 0.0, COLUMN F - 9800.0; DESCRIPTION - GROSS INCOME FROM FUNDRAISING EVENTS, COLUMN A - 62175.0, COLUMN B - 55669.0, COLUMN C - 0.0, COLUMN D - 18429.0, COLUMN E - 13958.0, COLUMN F - 150231.0; DESCRIPTION - GROSS INCOME FROM GAMING ACTIVITIES, COLUMN A - 0.0, COLUMN B - 0.0, COLUMN C - 0.0, COLUMN D - 2571.0, COLUMN E - 14971.0, COLUMN F - 17542.0;ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
VolunteersYes (true)VolunteersInd
Paid Staff Or ManagementfalsePaidStaffOrManagementInd
Media AdvertisementsfalseMediaAdvertisementsInd
Mailings MembersfalseMailingsMembersInd
Publications Or BroadcastfalsePublicationsOrBroadcastInd
Grants Other OrganizationsfalseGrantsOtherOrganizationsInd
Direct Contact LegislatorsYes (true)DirectContactLegislatorsInd
Direct Contact Legislators$2,000DirectContactLegislatorsAmt
Rallies DemonstrationsfalseRalliesDemonstrationsInd
Other ActivitiesYes (true)OtherActivitiesInd
Other Activities$256,222OtherActivitiesAmt
Total Lobbying Expenditures$258,222TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITYFormAndLineReferenceDesc
ExplanationSCHEDULE C, PART II-B, LINE 1A MIDWESTERN UNIVERSITY STUDENTS ATTEND NATIONAL DO DAY ON CAPITOL HILL REPRESENTING THEIR PROFESSION. DO'S EDUCATE MEMBERS OF CONGRESS AND THEIR STAFF ABOUT OSTEOPATHIC MEDICINE AND COMMUNICATE THEIR POSITIONS ON IMPORTANT HEALTH POLICY ISSUES WHERE APPROPRIATE. SCHEDULE C, PART II-B, LINE 1G IN THE ORDINARY COURSE OF ITS BUSINESS, THE UNIVERSITY MAY HAVE DIRECT CONTACT WITH LEGISLATORS, THEIR STAFFS, GOVERNMENT OFFICIALS OR A LEGISLATIVE BODY ON A VARIETY OF LEGISLATIVE MATTERS DIRECTLY RELATED TO AND AFFECTING THE UNIVERSITY'S OPERATIONS and EDUCATIONAL PURPOSES. SCHEDULE C, PART II-B, LINE 1I THE UNIVERSITY ENGAGES TWO PART-TIME THIRD-PARTY LOBBYISTS IN ORDER TO MONITOR LEGISLATIVE MATTERS RELATED TO THE UNIVERSITY'S OPERATIONS AND EDUCATIONAL PURPOSE. THE AMOUNTS INCLUDED IN PART II-B, LINE 1I ARE RELATED DIRECTLY TO SUCH PURPOSES.ExplanationTxt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Agent Trustee EtcfalseAgentTrusteeEtcInd
Incl Escrow Custodial Acct LiabfalseInclEscrowCustodialAcctLiabInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$29,015,923BeginningYearBalanceAmt
Contributions$3,823,557ContributionsAmt
Investment Earnings Or Losses$1,226,315InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,485,485GrantsOrScholarshipsAmt
Other Expenditures$206,201OtherExpendituresAmt
Administrative Expenses$302,363AdministrativeExpensesAmt
End Year Balance$32,071,746EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$19,820,657BeginningYearBalanceAmt
Contributions$10,192,308ContributionsAmt
Investment Earnings Or Losses$710,553InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,238,698GrantsOrScholarshipsAmt
Other Expenditures$228,744OtherExpendituresAmt
Administrative Expenses$240,153AdministrativeExpensesAmt
End Year Balance$29,015,923EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$18,335,602BeginningYearBalanceAmt
Contributions$2,407,653ContributionsAmt
Investment Earnings Or Losses$667,946InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,268,598GrantsOrScholarshipsAmt
Other Expenditures$219,790OtherExpendituresAmt
Administrative Expenses$102,156AdministrativeExpensesAmt
End Year Balance$19,820,657EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$16,883,400BeginningYearBalanceAmt
Contributions$1,452,202ContributionsAmt
Investment Earnings Or Losses$2,082,715InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,380,209GrantsOrScholarshipsAmt
Other Expenditures$592,469OtherExpendituresAmt
Administrative Expenses$110,037AdministrativeExpensesAmt
End Year Balance$18,335,602EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$15,890,604BeginningYearBalanceAmt
Contributions$1,693,165ContributionsAmt
Investment Earnings Or Losses$499,403InvestmentEarningsOrLossesAmt
Grants Or Scholarships$2,064,057GrantsOrScholarshipsAmt
Other Expenditures-$1,008,728OtherExpendituresAmt
Administrative Expenses$144,443AdministrativeExpensesAmt
End Year Balance$16,883,400EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.0BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.3018PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.6982TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$39,082,768OtherCostOrOtherBasisAmt
Book Value$39,082,768BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,008,098,079OtherCostOrOtherBasisAmt
Depreciation$365,334,541DepreciationAmt
Book Value$642,763,538BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$185,758,903OtherCostOrOtherBasisAmt
Depreciation$149,032,550DepreciationAmt
Book Value$36,726,353BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$17,612,238OtherCostOrOtherBasisAmt
Book Value$17,612,238BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$736,184,897TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (7 entries)

DescDescAmtAmt
OTHER CURRENT LIABILITIES$6,878,877
SELF-INSURANCE LIABILITIES$8,533,699
REFUNDABLE FEDERAL STUDENT LOAN$13,809,505
RETIREE BENEFITS$3,681,478
DEFERRED COMPENSATION
Lease Obligation$2,238,476
Interest Rate Protection Agreements$7,739,351
FieldValueIRS element (for citing)
Total Liability$42,881,386TotalLiabilityAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule D, Part V, Line 4 Intended uses of endowment fundsFormAndLineReferenceDesc
ExplanationRESTRICTED ENDOWMENT FUNDS ARE USED BASED ON DONOR INTENT. THE UNIVERSITY HAS NOT RELIED ON ENDOWMENT SPENDING TO SUPPORT OPERATIONS OR STUDENT SCHOLARSHIPS.ExplanationTxt

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (true)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (true)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (true)PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (true)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (true)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (true)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (true)MaintainCpyOfAllSolInd
Discriminate Race Stdnts RghtsfalseDiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss PlcyfalseDiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm FcultyfalseDiscriminateRaceEmplmFcultyInd
Discriminate Race SchsfalseDiscriminateRaceSchsInd
Discriminate Race Educ PlcyfalseDiscriminateRaceEducPlcyInd
Discriminate Race Use Of FcltsfalseDiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt ProgfalseDiscriminateRaceAthltProgInd
Discriminate Race Other ActyfalseDiscriminateRaceOtherActyInd
Government Financial Aid RcvdYes (true)GovernmentFinancialAidRcvdInd
Government Financial Aid RvkdfalseGovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (true)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICYMIDWESTERN UNIVERSITY MAINTAINS NONDISCRIMINATORY POLICIES FOR ALL STUDENTS REGARDLESS OF RACE, COLOR, GENDER, GENDER IDENTITY, GENETIC INFORMATION, SEX, SEXUAL ORIENTATION, RELIGION, NATIONAL ORIGIN, ETHNIC ORIGIN, DISABILITY, STATUS AS A VETERAN, MARITAL STATUS, PREGNANCY STATUS, OR AGE. THE NONDISCRIMINATORY POLICIES ARE PUBLISHED IN THE FOLLOWING: 1) THE AACOMAS (AMERICAN ASSOCIATION OF COLLEGES OF OSTEOPATHIC MEDICINE) 2) STUDENT HANDBOOK 3) COURSE CATALOG 4) WEB PAGE
Schedule E, Part I, Line 6(a) FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENTMIDWESTERN UNIVERSITY RECEIVED FEDERAL RESEARCH AWARDS AND PARTICIPATES IN FEDERAL LOAN PROGRAMS.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
Central America and the Caribbean00InvestmentsN/A$56,398,000
North America (Canada & Mexico only)00InvestmentsN/A$1,107,000
Europe (Including Iceland and Greenland)00InvestmentsN/A$3,410,000
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$60,915,000SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$60,915,000TotalSpentAmt
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (true)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (true)ForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule F, Part I, Line 3 Method used to account for expenditures on org's financial statementsFormAndLineReferenceDesc
ExplanationCENTRAL AMERICA AND THE CARIBBEAN-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; NORTH AMERICA (CANADA & MEXICO ONLY)-AccrualExplanationTxt

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1Downers Grove, IL Golf OutingEvent1Nm
Gross Receipts Event1$64,850GrossReceiptsEvent1Amt
Charitable Contri Event1$58,713CharitableContriEvent1Amt
Gross Revenue Event1$6,137GrossRevenueEvent1Amt
Non Cash Prizes Event1$1,646NonCashPrizesEvent1Amt
Rent Facility Costs Event1$19,984RentFacilityCostsEvent1Amt
Other Direct Expenses Event1$6,479OtherDirectExpensesEvent1Amt
Event2Glendale, AZ Golf OutingEvent2Nm
Gross Receipts Event2$50,440GrossReceiptsEvent2Amt
Charitable Contri Event2$42,619CharitableContriEvent2Amt
Gross Revenue Event2$7,821GrossRevenueEvent2Amt
Non Cash Prizes Event2$2,124NonCashPrizesEvent2Amt
Rent Facility Costs Event2$15,721RentFacilityCostsEvent2Amt
Other Direct Expenses Event2$6,636OtherDirectExpensesEvent2Amt
Gross Revenue Other Events$0GrossRevenueOtherEventsAmt
Gross Receipts Total$115,290GrossReceiptsTotalAmt
Charitable Contributions Tot$101,332CharitableContributionsTotAmt
Gross Revenue Total Events$13,958GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$3,770NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$35,705RentFcltyCostsTotalEventsAmt
Oth Direct Expnss Total Events$13,115OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$52,590DirectExpenseSummaryEventsAmt
Net Income Summary-$38,632NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
INDIAN AMERICAN MEDICAL ASSOCIATION CHARITABLE FOUNDATION
2645 WEST PETERSON AVECHICAGOIL60659393910201501 (C)(3)$20,000INDIAN AMERICAN MEDICAL ASSOCIATION CHARITABLE FOUNDATION: TO ADVANCE THE CHARITABLE MISSION OF PROVIDING FREE PRIMARY HEALTHCARE TO UNDER SERVED AND UNDER PRIVILEGED MEMBERS OF THE COMMUNITY.
Greater Phoenix Economic Council
Two North Central AvenuePhoenixAZ850042389860539979501 (c)(3)$7,500Donation to attract and grow quality businesses and advocate for Greater Phoenix's competitiveness.No 2500
Health and Medicine Policy Research Group
29 E MADISON STREETCHICAGOIL60602363143826501(c)(3)$5,500Donation in support of the Chicago Area Schweitzer Fellows Program at Health & Medicine Policy Research GroupRM/STE 602
FieldValueIRS element (for citing)
Total501c3 Org3Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
STUDENT SCHOLARSHIPS, AWARDS, & GRANTS372$2,637,423
STUDENT NEED-BASED SCHOLARSHIPS118$778,917
STUDENT LOAN FORGIVENESS20$31,002

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule I, Part III, Column (a) LINE 3: TYPE OF GRANTSTUDENT LOAN FORGIVENESS - MIDWESTERN UNIVERSITY FROM TIME TO TIME FORGIVES THE LOANS OF FORMER STUDENTS DUE TO BANKRUPTCY, DEATH AND/OR DISABILITY.
Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds.MIDWESTERN UNIVERSITY AWARDS ITS INSTITUTIONAL SCHOLARSHIPS TO QUALIFIED STUDENTS BASED ON FINANCIAL NEED, ACADEMIC ACHIEVEMENT, AND COMMUNITY SERVICE. EACH SCHOLARSHIP PROGRAM HAS DIFFERENT ELIGIBILITY REQUIREMENTS, APPLICATION DEADLINES AND SEPARATE APPLICATION PROCEDURES. APPLICATIONS FOR THESE SCHOLARSHIPS ARE ACCEPTED THROUGHOUT THE YEAR. SCHOLARSHIP AWARDS CAN RANGE FROM A FEW HUNDRED DOLLARS TO SEVERAL THOUSAND DOLLARS. ONCE THE SCHOLARSHIP RECIPIENT HAS BEEN SELECTED AND THE SCHOLARSHIP AWARD DETERMINED, THE OFFICE OF STUDENT FINANCIAL SERVICES IS NOTIFIED BY THE SCHOLARSHIP COMMITTEE OR DEPARTMENT. THE SCHOLARSHIP AWARD IS CREDITED TO THE STUDENT'S ACCOUNT. THE UNIVERSITY HAS WRITTEN POLICIES AND PROCEDURES AND MAINTAINS RECORDS FOR GRANT AND SCHOLARSHIPS AWARDED TO ITS STUDENTS.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
First Class Or Charter TravelYes (X)FirstClassOrCharterTravelInd
Idemnification Gross Up PmtsYes (X)IdemnificationGrossUpPmtsInd
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (true)SupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (19 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
KATHLEEN H GOEPPINGER PHD
PRESIDENT, CEO, TRUSTEE$897,118$0$650,905$0$1,446,069$0$30,500$0$19,392$0$3,043,984$0$668,000$0
JOSHUA C BAKER
SR. VICE PRESIDENT & CHIEF ACADEMIC OFFICER$502,651$0$195,030$0$84,114$0$30,500$0$30,032$0$842,327$0$0$0
KYLE H RAMSEY PHD
VICE PRESIDENT & CHIEF ACADEMIC OFFICER$443,074$0$132,606$0$74,585$0$30,500$0$29,443$0$710,208$0$0$0
ANGELA MARTY MS
SR. VICE PRESIDENT ADMINISTRATION AND COMMUNICATIONS$374,956$0$187,500$0$74,797$0$30,500$0$29,226$0$696,979$0$0$0
BARBARA L MCCLOUD ESQ
VICE PRESIDENT & GENERAL COUNSEL$437,308$0$119,146$0$77,749$0$30,500$0$14,237$0$678,940$0$0$0
KATHLEEN N PLAYER EDD
VICE PRESIDENT & CHIEF ACADEMIC OFFICER, LAST DAY OF WORK 07/01/2022$407,420$0$152,680$0$39,843$0$30,500$0$12,560$0$643,003$0$0$0
MATTHEW J SWEENEY
ASSISTANT TREASURER, CFO, VICE PRESIDENT$406,091$0$132,443$0$21,620$0$30,500$0$29,106$0$619,760$0$0$0
DEAN P MALONE
VICE PRESIDENT, SPECIAL ASSISTANT FOR FINANCE, LAST DAY OF WORK 7/1/2022$410,027$0$123,438$0$32,973$0$30,500$0$16,190$0$613,128$0$0$0
DANIEL TAPIA
VICE PRESIDENT OF OPERATIONS$358,603$0$117,563$0$11,289$0$30,500$0$28,614$0$546,569$0$0$0
YIR GLORIA YUEH
VICE PRESIDENT, CHIEF ACADEMIC OFFICER$385,199$0$86,770$0$28,505$0$30,500$0$9,954$0$540,928$0$0$0
GREGORY L O'COYNE
VICE PRESIDENT, FINANCE$319,061$0$104,163$0$5,464$0$25,640$0$28,390$0$482,718$0$0$0
AMY GIBSON
VICE PRESIDENT, HUMAN RESOURCES GANIZATIONAL DEVELOPMENT$344,225$0$0$0$9,542$0$30,500$0$2,156$0$386,423$0$0$0
KAILA M DOUGHERTY
VICE PRESIDENT, CLINIC OPERATIONS$279,058$0$0$0$7,330$0$29,158$0$22,784$0$338,330$0$0$0
MARY LEE PHARM D
VICE PRESIDENT, ASSISTANT TO THE PRESIDENT$271,796$0$0$0$32,278$0$27,215$0$3,393$0$334,682$0$0$0
ROSS J KOSINSKI PHD
DEAN STUDENT SERVICES$399,437$0$109,076$0$66,931$0$30,500$0$21,408$0$627,352$0$0$0
THOMAS A BOYLE DO
DEAN OF MEDICINE$391,026$0$87,903$0$63,546$0$30,500$0$21,681$0$594,656$0$0$0
LORI A KEMPER DO
DEAN OF MEDICINE$393,404$0$78,273$0$63,896$0$30,500$0$21,687$0$587,760$0$0$0
MITCHELL R EMERSON
DEAN, COLLEGES OF PHARMACY$387,378$0$74,803$0$54,164$0$30,500$0$28,964$0$575,809$0$0$0
HAROLD J HAERING
DEAN, COLLEGE OF DENTAL MEDICINE - ILLINOIS$381,564$0$100,623$0$40,866$0$30,500$0$21,408$0$574,961$0$0$0

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule J, Part I, Line 1a First-class or charter travelTHE UNIVERSITY ALLOWS FOR FIRST CLASS TRAVEL FOR ITS President/CEO, SR VP/CFO, SR VP/CAO, AND THE SR. VP OF ADMINISTRATION AND COMMUNICATIONS AND ALLOWS FOR OTHER KEY EMPLOYEES WITH RESPONSIBILITIES ON BOTH CAMPUSES TO PURCHASE FIRST CLASS UPGRADES. FIRST CLASS TRAVEL IS NOT CONSIDERED COMPENSATION.
Schedule J, Part I, Line 1a Tax indemnification and gross-up paymentsTHE UNIVERSITY PROVIDES CERTAIN OFFICERS AND EMPLOYEES WITH TAX GROSS UP PAYMENTS. FOR ONE EMPLOYEE, THE UNIVERSITY PROVIDES A TAX GROSS UP ON CAR ALLOWANCES. THE UNIVERSITY ALSO PROVIDES A CURRENT PAYMENT IN LIEU OF A CONTRIBUTION TO ITS QUALIFIED RETIREMENT PLAN TO EMPLOYEES WHOSE COMPENSATION EXCEEDS CODE LIMITS ON CONTRIBUTIONS TO THE QUALIFIED PLANS. GROSS UPS ARE PAID ON SUCH PAYMENTS TO ACCOUNT FOR THE FACT THAT SUCH PAYMENTS ARE NOT SUBJECT TO DEFERRAL AND OTHER TAX BENEFITS ASSOCIATED WITH QUALIFIED RETIREMENT PLANS. THE UNIVERSITY PROVIDES TUITION ASSISTANCE TO ALL LEVELS OF EMPLOYEES WHOSE DEPENDENTS ATTEND THE UNIVERSITY. THIS BENEFIT IS TAXABLE AND INCLUDES A TAX GROSS UP PAYMENT. LISTED ON SCHEDULE J PART II, RECIPIENTS WHO RECEIVED THE BENEFIT: ANGELA MARTY MS, SR. VP ADMINISTRATION AND COMMUNICATIONS $19,943
Schedule J, Part I, Line 1a Health or social club dues or initiation feesIN 2016, THE UNIVERSITY PAID SOCIAL/COUNTRY CLUB DUES FOR THE CEO AS PROVIDED FOR IN THE CEO'S EMPLOYMENT CONTRACT. THE SOCIAL CLUB DUES PAID IN 2016 COVERED A MULTI-YEAR MEMBERSHIP. THE CLUB IS USED FOR BUSINESS PURPOSES ONLY AND IS THEREFORE NOT TAXABLE TO THE INDIVIDUAL. THE UNIVERSITY PAID ADMIRAL CLUB DUES FOR CERTAIN OFFICERS AND EMPLOYEES WHO TRAVEL BETWEEN GLENDALE, ARIZONA AND DOWNERS GROVE, ILLINOIS. LISTED ON SCHEDULE J, PART II, RECIPIENTS WHO RECEIVED THE BENEFIT: DEAN MALONE, VP SPECIAL ASSISTANT FOR FINANCE $550 ANGELA MARTY, VP, HUMAN RESOURCES AND ADMIN $550 KATHY PLAYER, VP, CAO HEALTH SCIENCES $500 JOSHUA BAKER, VP, CAO OPTOMETRY, PHARMACY, AND VETERINARY Education $550 BARBARA L. MCCLOUD ESQ, VP & GENERAL COUNSEL $500 MATTHEW J SWEENEY, ASSISTANT TREASURER/CFO/SENIOR VP $600 DANIEL TAPIA, VICE PRESIDENT OF OPERATIONS $650 GREGORY L O'COYNE, VP FINANCE $625
Schedule J, Part I, Line 4b Supplemental nonqualified retirement planThe Midwestern University Supplemental Executive Retirement Plan II (The "Plan"), effective June 30, 2017, was established for the benefit of Dr. Kathleen Goeppinger, the President and Chief Executive Officer ("CEO") of the University. During calendar year ended December 31, 2022, Dr. Goeppinger vested and was taxed on the final installment payable under her supplemental executive retirement plan in the amount of $1,203,421 of which $668,000 is also reported on Schedule J, Part II, Column F, Compensation reported as deferred on prior Form 990. The consulting firm of Korn Ferry Hay Group was retained to construct a proposal to establish the Plan and to review the President and CEO's total compensation, the results of which were reviewed and approved by both the Executive Compensation Committee of the Board of Trustees and the full Board of Trustees.
Schedule J, Part I, Line 7 DETERMINATION OF BONUS & INCENTIVE COMPENSATIONLISTED OFFICERS AND DEANS CAN RECEIVE AT-RISK COMPENSATION WHICH IS A PERCENTAGE OF THEIR BASE COMPENSATION AS ADDITIONAL COMPENSATION, BASED UPON ATTAINMENT OF VARIOUS PREDETERMINED PERFORMANCE RELATED GOALS FOR THE INDIVIDUALS INVOLVED, ALL AS REFLECTED IN COMPREHENSIVE WRITTEN PERFORMANCE APPRAISALS, AND AT RISK INCENTIVE GOALS.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
GLENDALE AZ IDA SERIES 2013 BONDS
A5217674540000000002013-11-13$106,430,000SEE SCHEDULE K, PART VIfalsefalsefalse
GLENDALE AZ IDA SERIES 2020 BONDS
B521767454378286KP22020-03-25$54,577,881SEE SCHEDULE K PART VIfalsefalsefalse
GLENDALE AZ IDA SERIES 2022 BONDS
C521767454378286LE62022-03-24$29,049,366SEE SCHEDULE K PART VIfalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$45,495,000$0$106,430,000$0$0$0$0$0$0$30,000,000$76,430,000$02013Yes (true)falseYes (true)Yes (true)
B$10,615,000$0$54,578,575$5,198,194$0$0$0$0$0$0$49,380,381$02020Yes (true)falseYes (true)Yes (true)
C$7,109,366$0$29,049,366$0$0$0$0$0$0$0$29,049,366$02022Yes (true)falseYes (true)Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndEngage Bond Counsel ResearchEngageBondCounselResearchIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
AfalsefalseYes (true)Yes (true)Yes (true)Yes (true)0.00.00.0falsefalseYes (true)
BfalsefalseYes (true)Yes (true)Yes (true)Yes (true)0.00.00.0falsefalseYes (true)
CfalsefalseYes (true)Yes (true)Yes (true)Yes (true)0.00.00.0falsefalseYes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsIndTerm Of HedgeTermOfHedgePctSuperintegrated HedgeSuperintegratedHedgeIndHedge TerminatedHedgeTerminatedInd
(no name)
AfalsefalsefalseYes (true)Yes (true)falsefalsefalseYes (true)
ROYAL BANK OF CANADA
BfalsefalsefalseYes (true)falseYes (true)falsefalseYes (true)3.2Yes (true)Yes (true)
Royal Bank of Canada
CfalseYes (true)Yes (true)falseYes (true)falsefalseYes (true)1.8falseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (true)
BYes (true)
CYes (true)

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule K, Part I, Column (f) Line A - Description of purposePROCEEDS FROM THE SALE OF THE BONDS WERE USED TO REIMBURSE FOR PROJECTS ASSOCIATED WITH THE PROGRAMS AND CAMPUS EXPANSIONS OF THE UNIVERSITY, AND THE PROCEEDS WERE ALSO USED TO REFUND THE REMAINING AMOUNT OF THE SERIES 2008 BONDS ISSUED ON MAY 15, 2008, AND THE SERIES 2011 BONDS ISSUED SEPTEMBER 28, 2011.
Schedule K, Part I, Column (f) Line B - Description of purposePROCEEDS FROM THE SALE OF THE BONDS WERE USED TO REFUND THE REMAINING AMOUNT OF THE SERIES 2010 BONDS ISSUED ON MAY 27, 2010.
Schedule K, Part I, Column (f) Line C - Description of purposePROCEEDS FROM THE SALE OF THE BONDS WERE USED TO REFUND THE REMAINING AMOUNT OF THE SERIES 2007 BONDS ISSUED ON APRIL 18, 2007.
Schedule K, Part II, Line 3 Total proceeds of issueTHE TOTAL AMOUNT OF BOND PROCEEDS IS DIFFERENT FROM THE BOND ISSUE PRICE REPORTED ON SCHEDULE K, PART I, COLUMN (E) BECAUSE OF THE ADDITION OF INVESTMENT EARNINGS.
Schedule K, Part III, Line 3b Bond counsel review of management or service contractsMIDWESTERN UNIVERSITY UTILIZES BOND COUNSEL TO REVIEW ANY MANAGEMENT OR SERVICE CONTRACTS RELATING TO THE BOND FINANCED PROPERTY.
Schedule K, Part III, Line 3c Private business useMIDWESTERN UNIVERSITY UTILIZES THE BOND-FINANCED FACILITIES TO CONDUCT RESEARCH SPONSORED BY CHARITABLE ORGANIZATIONS CREATED PURSUANT TO SECTION 501(C) (3) OF THE INTERNAL REVENUE CODE. TO OUR KNOWLEDGE, THIS RESEARCH FALLS WITHIN THE EXEMPT PURPOSES OF SUCH SPONSORS AND, ACCORDINGLY, WOULD NOT BE TREATED AS PRIVATE BUSINESS USE OF FINANCED PROPERTY.
Schedule K, Part III, Line 3d Bond counsel review of research agreementsMIDWESTERN UNIVERSITY UTILIZES BOND COUNSEL TO REVIEW ANY RESEARCH AGREEMENTS RELATING TO THE BOND FINANCED PROPERTY.
Schedule K, Part IV, Line 2c COLUMN AIssuer name: GLENDALE, AZ IDA SERIES 2013 BONDS The calculation for computing no rebate due was performed on 12/06/2022
Schedule K, Part IV, Line 2c COLUMN BIssuer name: GLENDALE, AZ IDA SERIES 2020 BONDS The calculation for computing no rebate due was performed on 04/10/2023

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CHANEN CONSTRUCTION COMPANY INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Relationship DescriptionSEE SCHEDULE L, PART VRelationshipDescriptionTxt
Transaction$14,956,021TransactionAmt
TransactionGENERAL CONTRACTINGTransactionDesc
Sharing Of RevenuesfalseSharingOfRevenuesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule L, Part IV INTERESTED PERSON: CHANEN CONSTRUCTION COMPANY, INC.FormAndLineReferenceDesc
ExplanationRELATIONSHIP: STEVEN R CHANEN IS THE PRESIDENT AND CHIEF EXECUTIVE OFFICER OF CHANEN CONSTRUCTION COMPANY, INC. AND A MEMBER OF THE BOARD OF TRUSTEES OF MIDWESTERN UNIVERSITY. CHANEN CONSTRUCTION COMPANY, INC. HAS PROVIDED GENERAL CONTRACTING SERVICES ON NUMEROUS MAJOR UNIVERSITY CONSTRUCTION PROJECTS OVER MANY YEARS. TRANSACTION: THE UNIVERSITY PAYS CHANEN CONSTRUCTION COMPANY, INC. AS THE GENERAL CONTRACTOR FOR UNIVERSITY CONSTRUCTION PROJECTS. THE AMOUNTS LISTED ON SCHEDULE L, COLUMN (C) THAT ARE REFERRED TO HERE ARE FOR THOSE SERVICES DURING THE TAXABLE YEAR. MR. CHANEN WAS ELECTED TO THE UNIVERSITY'S BOARD OF TRUSTEES AS OF JANUARY 16, 2015. UNDER THE UNIVERSITY'S CONFLICT OF INTEREST POLICY, MR. CHANEN DOES NOT PARTICIPATE IN THE APPROVAL BY THE BOARD OF TRUSTEES OF THE UNIVERSITY'S CONTRACTING AGREEMENTS WITH CHANEN CONSTRUCTION FOR ANY OF THE SERVICES PROVIDED BY CHANEN CONSTRUCTION. ARRANGEMENTS BETWEEN CHANEN CONSTRUCTION AND THE UNIVERSITY HAVE ALWAYS BEEN AND CONTINUE TO BE CONDUCTED ON AN ARMS LENGTH, FAIR MARKET VALUE BASIS.ExplanationTxt

Schedule M IRS990ScheduleM

Books And Publications BooksAndPublicationsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$26,700NoncashContributionsRptF990Amt
Method Of Determining RevenuesOtherMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (18 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)A horse named Nutmeg1$2,000Market value
Yes (X)A horse named Casino1$2,000Market value
Yes (X)Horse named AL1$2,000Market value
Yes (X)Lingraphica TouchTalk Communication System1$6,000Market value
Yes (X)Dental Articulator6$4,200Market value
Yes (X)TOBII DYNAVOX I12+ SPEECH GENERATING DEVICE, ROLLING FLOOR MOUNT, WHEELCHAIR MOUNT, PERIPHERALS4$13,787Market value
Yes (X)CCOM old logo glass and folder of student council minutes2$200Market value
Yes (X)Print Sponsorship - sponsored printing and postage of Golf invitations1$355Cost
Yes (X)RAFFLE ITEMS - FUNDRAISING46$6,842Market value
Yes (X)Formal Living Room Arm Chair1$250Market value
Yes (X)Baker's Rack1$175Market value
Yes (X)Breakfast Table and Two Chairs1$800Market value
Yes (X)Entry Table Cabinet1$1,700Market value
Yes (X)Patio Table and Four Chairs1$350Market value
Yes (X)Corner Shelving Unit1$75Market value
Yes (X)Oak Television Wall Unit1$400Market value
Yes (X)Oak Double Bookshelf Unit1$900Market value
Yes (X)Formal Dining Table and Six Chairs1$1,800Market value
FieldValueIRS element (for citing)
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule M, Part I, Line 31 Review of nonstandard contributionsFormAndLineReferenceDesc
ExplanationFOR THE TYPE OF PROPERTY ON SCHEDULE M, PART I, COLUMN B, THE UNIVERSITY REPORTS THE NUMBER OF ITEMS RECEIVED DURING THE YEAR. THE UNIVERSITY HAS AN ACCEPTANCE POLICY FOR NON-STANDARD CONTRIBUTIONS, WHICH IS REVIEWED BY MANAGEMENT.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (12 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part I, Line 6 NUMBER OF VOLUNTEERSNUMBER OF VOLUNTEERS CONSISTS PRIMARILY OF ADJUNCT/VOLUNTEER (UNCOMPENSATED) FACULTY PROVIDING TEACHING SERVICES FOR THE UNIVERSITY'S VARIOUS HEALTHCARE EDUCATIONAL SERVICES (3,187), AS WELL AS UNCOMPENSATED MEMBERS OF THE BOARD OF TRUSTEES (16).
Form 990, Part IV, Line 9 PART IV, LINE 9 AND SCHEDULE D, PART IVCREDIT COUNSELING, DEBT MANAGEMENT SERVICES THE UNIVERSITY ANSWERED "YES" AT FORM 990, PART IV, LINE 9, ONLY BECAUSE IT PROVIDES CREDIT COUNSELING, DEBT MANAGEMENT SERVICES TO ITS STUDENTS IN CONJUNCTION WITH ITS STUDENT LOAN/FINANCIAL AID PROGRAMS. SCHEDULE D, PART IV REQUESTS NO INFORMATION PERTAINING TO THESE SERVICES.
Form 990, Part VI, Line 13 WHISTLEBLOWER POLICYTHE UNIVERSITY BOARD OF TRUSTEES ANNUALLY APPROVE THE WRITTEN WHISTLEBLOWER POLICY THAT IS IN PLACE. THE UNIVERSITY HAS IMPLEMENTED POLICIES AND PROCEDURES ENCOURAGING EMPLOYEES TO COME FORWARD (WHETHER THROUGH AN OPEN DOOR POLICY OR A CONFIDENTIAL PHONE LINE IN THE PRESIDENT AND CEO OFFICES) WITH INFORMATION ON VARIOUS IMPROPER ACTIVITIES. THE POLICY SPECIFIES THAT THE INDIVIDUALS WILL BE PROTECTED FROM RETALIATION, IDENTIFIES STAFF AND MANAGEMENT PERSONNEL TO WHOM SUCH INFORMATION CAN BE REPORTED, AND ASSURES THAT SUCH INFORMATION WILL BE REVIEWED AND ACTED UPON BY MANAGEMENT AS APPROPRIATE.
Form 990, Part VI, Line 14 DOCUMENT RETENTION AND DESTRUCTION POLICYMIDWESTERN UNIVERSITY HAS A BOARD OF TRUSTEE APPROVED WRITTEN DOCUMENT RETENTION AND DESTRUCTION POLICY.
Form 990, Part VI, Line 1a Delegate broad authority to a committeeThe Executive Committee consists of the Chairperson of the Board of Trustees, the Vice Chairperson of the Board of Trustees, the Secretary, the Treasurer, and the President and CEO of the University. The duty of the Executive Committee is to transact the business of the Board of Trustees between meetings of the Board, but the designation of such committee and the delegation thereto of authority shall not operate to relieve the Board of Trustees, or any individual Trustee, of any responsibility imposed by law. All actions of the Executive Committee shall be deemed to be the actions of the Board of Trustees and shall be reported to the Board of Trustees at its next meeting. The Executive Committee shall be vested with and may in its discretion exercise the full powers, duties, responsibilities, and authority of the Board of Trustees except where prohibited by law.
Form 990, Part VI, Line 11b Review of form 990 by governing bodyTHE 990 IS PREPARED BY MANAGEMENT OF THE UNIVERSITY ALONG WITH THE ADVICE OF THE UNIVERSITY'S EXTERNAL AUDITORS, ATTORNEYS AND TAX ADVISORS. THE 990 IS THEN REVIEWED BY THE CEO AND CFO PRIOR TO PRESENTING TO THE BOARD OF TRUSTEES. THE 990 IS PRESENTED TO THE BOARD OF TRUSTEES FOR THEIR REVIEW AT THE FEBRUARY BOARD OF TRUSTEES MEETING PRIOR TO FILING.
Form 990, Part VI, Line 12c Conflict of interest policyMIDWESTERN UNIVERSITY HAS A WRITTEN CONFLICT OF INTEREST POLICY APPROVED BY THE BOARD OF TRUSTEES. FOR THE UNIVERSITY AND ALL OF ITS RELATED ORGANIZATIONS, ALL OFFICERS, TRUSTEES, EMPLOYEES AND ALL FACULTY AND STAFF ARE ANNUALLY REQUIRED TO COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE AND DISCLOSE ALL CONFLICTS OF INTEREST. QUESTIONNAIRES ARE RETURNED TO THE PRESIDENT OF THE UNIVERSITY, FOR REVIEW AND ANNUAL APPROVAL. A COMMITTEE OF THE BOARD OF TRUSTEES MEETS AS NECESSARY TO REVIEW AND RESOLVE ANY POTENTIAL CONFLICTS OF INTERESTS REPORTED ON THE QUESTIONNAIRES INVOLVING A TRUSTEE, OFFICER, OR CERTAIN EMPLOYEES. THE PRESIDENT, AS DESIGNEE OF THE BOARD COMMITTEE, REVIEWS AND RESOLVES MATTERS INVOLVING OTHER INDIVIDUALS WHO RECEIVE THE QUESTIONNAIRES. PROCEDURES FOR ADDRESSING ACTUAL OR POSSIBLE CONFLICTS ARE SET FORTH IN THE BOARD APPROVED CONFLICTS OF INTEREST POLICY STATEMENT. RECORDS OF ANY PROCEEDINGS ARE KEPT, AND ANNUAL REPORTS OF THE ACTIVITIES, REVIEWS AND RESOLUTIONS REGARDING CONFLICTS OF INTEREST ARE MADE TO THE BOARD OF TRUSTEES AND REVIEWED BY EXTERNAL AUDITORS.
Form 990, Part VI, Line 19 Required documents available to the publicMIDWESTERN UNIVERSITY'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT MADE AVAILABLE TO THE GENERAL PUBLIC. THE 990 IS AVAILABLE ON GUIDESTAR.COM AND ALSO AT EACH OF THE UNIVERSITY'S TWO CAMPUSES. THE FINANCIAL STATEMENTS AND PERTINENT OPERATING STATISTICS ARE AVAILABLE AT WWW.DACBOND.COM
Form 990, Part VIII, Line 11d Other Miscellaneous RevenueBookstore - Total Revenue: 11146, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 11146; Fitness Program - Total Revenue: 4535, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 4535; Vending Machine Revenue - Total Revenue: 8359, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 8359; Campus Rental - Total Revenue: 74533, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 74533; Miscellaneous Revenue - Total Revenue: 54020, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 54020; Credit Card Revenue Share - Total Revenue: 161140, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 161140; Continuing Medical Education Revenue - Total Revenue: 193603, Related or Exempt Function Revenue: 193603, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Alumni Association Dues - Total Revenue: 12350, Related or Exempt Function Revenue: 12350, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Library Services - Total Revenue: 22197, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 22197; Penalty Charges - Total Revenue: 181, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 181; Late Charges - Total Revenue: 21991, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 21991; Parking Fines - Total Revenue: 3000, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 3000; Returned Check Fee - Total Revenue: -120, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: -120; Convenience Charge Revenue - Total Revenue: 2407, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 2407; Copy Center Charges Revenue - Total Revenue: 826, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 826;
Form 990, Part XI, Line 9 Other changes in net assets or fund balancesUnrealized Gain/Loss on SWAP - -5278645; Net asset transfer (to) from affiliates - -143160; NonCash Contributions - -70534;
Schedule F, Part I, Line 3 METHOD USED TO ACCOUNT FOR EXPENDITURES ON ORG'S FINANCIAL STATEMENTSCENTRAL AMERICA AND THE CARIBBEAN: OTHER, THE UNIVERSITY'S INVESTMENTS IN THE REGION ARE IN LIMITED PARTNERSHIPS LOCATED IN THE CAYMAN ISLANDS THAT ARE TREATED FOR TAX PURPOSES AS FOREIGN CORPORATIONS. EXPENDITURES ARE REPORTED ON THE FINANCIAL STATEMENTS USING THE ACCRUAL METHOD OF ACCOUNTING. EXPENDITURES ARE REPORTED ON THE FINANCIAL STATEMENTS IN THE YEAR PAID. INVESTMENTS ARE REPORTED AT FAIR VALUE AS OF THE FISCAL YEAR END.
Part VI, LIne 15 A and B OFFICERS & POSITIONS FOR WHICH PROCESS WAS USED, & YEAR PROCESS WAS BEGUNMIDWESTERN UNIVERSITY ADOPTED A COMPREHENSIVE EXECUTIVE COMPENSATION REVIEW SYSTEM IN 1995 AND HAS FOLLOWED THE POLICY THROUGHOUT THE YEARS. THE POLICIES AND PRACTICES HAVE ENSURED A CONSISTENT METHODOLOGY FOR ALL ACADEMIC DEANS AND OFFICERS OF THE UNIVERSITY AND THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES (THE "COMPENSATION COMMITTEE"). THE COMPENSATION COMMITTEE IS COMPOSED OF TRUSTEES WITHOUT A CONFLICT OF INTEREST WITH RESPECT TO COMPENSATION ARRANGEMENTS WHICH IT APPROVES. THE COMPENSATION COMMITTEE CHAIR ENGAGES AN OUTSIDE COMPENSATION CONSULTANT TO BENCHMARK THE SALARIES AND BENEFITS OF THE ADMINISTRATIVE PERSONNEL OF MIDWESTERN UNIVERSITY. MERIT INCREASES ARE AWARDED BASED ON COMPREHENSIVE WRITTEN PERFORMANCE APPRAISALS, EXTERNAL MARKET AND COMPARABILITY DATA AND INTERNAL EQUITY. THE COMPENSATION COMMITTEE REVIEWS ALL PERFORMANCE APPRAISAL FORMS, INCLUDING A COMPREHENSIVE REVIEW OF THE PERFORMANCE OF THE PRESIDENT, CHIEF EXECUTIVE OFFICER THAT IS DISTRIBUTED TO EVERY MEMBER OF THE BOARD OF TRUSTEES, AND COLLECTED AND EVALUATED BY THE CHAIRMAN OF THE BOARD. THE COMPENSATION COMMITTEE MEETS AT LEAST TWICE A YEAR. ONE MEETING IS HELD EXCLUSIVELY TO REVIEW THE PERTINENT DATA AND THE PRESIDENT'S PERFORMANCE AND MAY INCLUDE THE EXTERNAL CONSULTANT DURING THE MEETING. THE PRESIDENT IS NOT INCLUDED IN THIS MEETING. MINUTES OF ALL COMPENSATION COMMITTEE MEETINGS ARE WRITTEN AND MAINTAINED IN THE OFFICE OF THE PRESIDENT CEO. BEGINNING IN FISCAL 2018 AND EVERY CONSECUTIVE YEAR, KORN FERRY HAY HAS BEEN ENGAGED TO COMPLETE A COMPREHENSIVE REVIEW OF BOTH TOTAL COMPENSATION AND EXECUTIVE BENEFITS OF ALL SENIOR ADMINISTRATORS OF MIDWESTERN UNIVERSITY. THEIR COMPLETE AND COMPREHENSIVE STUDY WAS PRESENTED TO THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES. THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES APPROVES THEIR ANALYSIS AND RECOMMENDATIONS. THIS IS AN ANNUAL PROCESS THAT HAS BEEN IN PLACE FOR THE PAST 29 YEARS.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
MIDWESTERN UNIVERSITY FOUNDATION
555 31ST STREETDOWNERS GROVEIL60515363955804SUPPORT MWUIL501(c)(3)10MWUYes (true)
MIDWESTERN UNIVERSITY HOSP & MED CTRS
555 31ST STREETDOWNERS GROVEIL60515362166999INACTIVEIL501(c)(3)3MWUYes (true)
MIDWESTERN UNIVERSITY PROPERTIES CORP
555 31ST STREETDOWNERS GROVEIL60515363377699TITLE HOLDINGIL501(c)(2)MWUYes (true)

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1OSTEOPATHIC MANAGEMENT ENTERPRISES INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1555 31ST STREETAddressLine1Txt
CityDOWNERS GROVECityNm
State AbbreviationILStateAbbreviationCd
ZIP60515ZIPCd
FieldValueIRS element (for citing)
EIN363483456EIN
Primary ActivitiesINACTIVEPrimaryActivitiesTxt
Legal Domicile StateILLegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1MWUBusinessNameLine1Txt
FieldValueIRS element (for citing)
Entity TypeC CorporationEntityTypeTxt
Share Of Total Income$0ShareOfTotalIncomeAmt
Share Of EOY Assets$0ShareOfEOYAssetsAmt
Ownership1OwnershipPct
Controlled OrganizationYes (true)ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (true)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (true)TransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (3 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
Midwestern University Foundation
Q$91,016,290CASH
MIDWESTERN UNIVERSITY FOUNDATION
R$88,360,886CASH
MIDWESTERN UNIVERSITY PROPERTIES CORP
R$208,529CASH