2025-05-15T12:40:31-05:00 2024-06-30 PwC US Tax LLP 101 SEAPORT BLVD SUITE 500 BOSTON MA 02210 990 2023-07-01 390806261 THE MEDICAL COLLEGE OF WISCONSIN INC % PAMELA J STANICK MEDI 4149558665 8701 Watertown Plank Road Milwaukee WI 532263548 SHELISA DALTON CFO 4149558740 2025-05-15 true true PAUL J TANIS P01441612 6175305000 2025-05-13 2023 2025-03-06 01:10:19Z JOHN R RAYMOND SR MD 8701 Watertown Plank Road Milwaukee WI 532263548 2091610513 false X http://www.mcw.edu X 1918 WI THE MEDICAL COLLEGE OF WISCONSIN (MCW) IS A DISTINGUISHED LEADER AND INNOVATOR IN THE EDUCATION AND DEVELOPMENT OF THE NEXT GENERATION OF PHYSICIANS, (CONTINUED IN SCHEDULE O) 28 23 8103 26 772286 141887 214545386 222011817 1196087794 1305967100 73756378 76648855 1477187 2813370 1485866745 1607441142 59390524 64474204 0 0 1119204102 1225313002 253343 115703 7116987 281093366 294727149 1459941335 1584630058 25925410 22811084 3048459625 3274618395 842675421 817754846 2205784204 2456863549 X THE MEDICAL COLLEGE OF WISCONSIN (MCW) IS A DISTINGUISHED LEADER AND INNOVATOR IN THE EDUCATION AND DEVELOPMENT OF THE NEXT GENERATION OF PHYSICIANS, (CONTINUED IN SCHEDULE O) false false 148662013 19622867 112198257 Education - Approximately 1,660 students are enrolled in degree-granting educational programs at MCW. This includes 1,041 medical students, 441 graduate students, 128 pharmacy students, and 51 Master of Science in Anesthesia students. MCW faculty supervise more than 700 physicians in residency training and 200 physicians in fellowship training through the Medical College of Wisconsin Affiliated Hospitals, Inc. (CONTINUED IN SCHEDULE O) 372548164 34906901 82912366 Research - MCW is a major national research center and the second largest research institution in Wisconsin. In fiscal year 2024, MCW invested $424.3 million in research, teaching, training and related purposes which will lead to improved patient care and health outcomes. This total includes $128.7 million from the National Institutes of Health (NIH). MCW ranks in the top third of U.S. medical schools in NIH research support. (CONTINUED IN SCHEDULE O) 904875964 282689 1110063500 Patient Care - Approximately 1,815 MCW physicians and 1,860 nurse practitioners, physician assistants, and other health care practitioners provide adult patient care as the Medical College Physicians and pediatric patient care through Children's Specialty Group, a joint venture with Children's Hospital and Health System. The MCW physician practice includes doctors in every specialty and subspecialty of medicine. (CONTINUED IN SCHEDULE O) 26970966 9661747 792977 1453057107 true true false true false false false false false true true true false true true true false true true false true true false true true false false true true true true false false false false false false false false true false true false false false true true true true false false true 2987 0 true 8103 true true true false false false false true true false false false false true true X 28 23 true false true false false true false true true false false true true true true true true true true true true HI KY MD MA MI NH NY OR PA SC WI X PAMELA J STANICK 4149558665 8701 WATERTOWN PLANK RD MILWAUKEE WI 53226 X MAX C LEE MD ASST PROF-NEUROSURGERY 40.0 0.0 X 2418193 0 59235 MICHAEL EDWARD MITCHELL MD CHIEF, PROF-PED CARDIAC SURG 3.0 37.0 X 1945478 0 61337 JOHN R RAYMOND SR MD TRUSTEE/PRESIDENT AND CEO 40.0 0.0 X X 1428199 0 296446 JOSEPH E KERSCHNER MD TRUSTEE/PROVOST& EXEC VP, DEAN 39.5 0.5 X X 1398843 0 197497 ABDEL ALQWASMI MD PHYSICIAN-HEMATOLOGY/ONCOLOGY 40.0 0.0 X 1523256 0 65130 SAMAN SHABANI MD ASST PROF-NEUROSURGERY 40.0 0.0 X 1543068 0 39652 SHEKAR N KURPAD MD CHAIR, PROF-NEUROSURGERY 40.0 0.0 X 1397196 0 47488 DAVID KING MD TRUSTEE AS OF 1/26/24 40.0 0.0 X 1065863 0 58275 MATTHEW LESTER EXEC VP-FINANCE & ADMIN, COO 40.0 0.0 X 737166 0 143752 ROY L SILVERSTEIN MD CHAIR, PROF-MEDICINE 40.0 0.0 X 731319 0 51513 CYNTHIA A LIEN MD TRUSTEE 40.0 0.0 X 675957 0 60987 GREGORY M WESLEY JD SR VP-STRAT ALLIANCES/BUS DEV 40.0 0.0 X 615914 0 88840 CHERYL A MAURANA PHD SR VP-STRAT ACADEM PARTNERSHIP 40.0 0.0 X 604351 0 85849 SHELISA DALTON CHIEF FINANCIAL OFFICER 40.0 0.0 X 500417 0 106268 MARA LORD PHD SR VP-UNIV ENGMT/STRAT PLAN 40.0 0.0 X 504328 0 99596 DAVID A MARGOLIS MD INTERIM CHAIR, PROF-PEDIATRICS 22.0 18.0 X 538568 0 52175 ADRIENNE MITCHELL SR VP-HR, CHIEF PEOPLE OFFICER 40.0 0.0 X 458417 0 109960 DAVID HOTCHKISS VP-INFORMATION SERVICES, CIO 40.0 0.0 X 411313 0 101592 MITCHELL BECKMAN FORMER VP-DEVELOPMENT, CDO 0.0 0.0 X 477389 0 24347 PAMELA J STANICK VP-FINANCE & TREASURY 40.0 0.0 X 376705 0 70069 GEORGE MACKINNON III PHD DEAN, SCHOOL OF PHARMACY 40.0 0.0 X 368361 0 59553 KEVIN M EIDE VP-FIN PLANNING/DATA ANALYTICS 40.0 0.0 X 332486 0 92244 JEFFREY BORNEMANN VP-FACILITIES & OPERATIONS 40.0 0.0 X 300944 0 83888 TENNILLE SIFUENTES VP-CORP COMPLIANCE/RISK MGT 40.0 0.0 X 277106 0 80602 C GREER JORDAN PHD VP-INCLUSION/DIVERSITY, CDIO 40.0 0.0 X 279407 0 74131 SUSAN MELCHER VP-TOTAL REWARDS/HR ANALYTICS 40.0 0.0 X 300254 0 48127 JASON E KRAISS SEE SCHEDULE O FOR TITLE 40.0 0.0 X 279024 0 57432 KIMARA ELLEFSON FORMER INTERIM VP-HR 40.0 0.0 X 275577 0 45229 DAISY SAHOO PHD SEE SCHEDULE O FOR TITLE 40.0 0.0 X 265167 0 53370 M AILEEN SHINAMAN JD SEE SCHEDULE O FOR TITLE 40.0 0.0 X 282530 0 34023 NATHAN BERKEN SEE SCHEDULE O FOR TITLE 40.0 0.0 X 221670 0 64283 MARY REINKE VP-MARKETING & COMMUNICATIONS 40.0 0.0 X 221589 0 39017 RAVINDRA P MISRA PHD SEE SCHEDULE O FOR TITLE 40.0 0.0 X 207545 0 29974 ANNE M BROWN JD FORMER INTERIM GEN COUNSEL 0.0 0.0 X 136263 0 15039 JOHN T NEWSOME JD FMR SR VP-GEN COUNSEL/ASST SEC 10.0 0.0 X 140563 0 0 PHILIP B FLYNN TRUSTEE/CHAIR OF THE BOARD 2.0 0.0 X X 0 0 0 ELIZABETH BRENNER TRUSTEE/VICE CHAIR 2.0 0.0 X X 0 0 0 JACQUELINE HERD-BARBER TRUSTEE/SECRETARY 1.0 0.0 X X 0 0 0 JON D HAMMES TRUSTEE/TREASURER AS OF 7/1/23 1.0 0.0 X X 0 0 0 CHRISTY L BROWN TRUSTEE 1.0 0.0 X 0 0 0 BARBARA CALKINS MD TRUSTEE AS OF 7/1/23 1.0 0.0 X 0 0 0 JOHN DONOFRIO TRUSTEE 1.0 0.0 X 0 0 0 LINDA G GORENS-LEVEY TRUSTEE 1.0 0.0 X 0 0 0 PAUL W GRIEPENTROG TRUSTEE 1.0 0.0 X 0 0 0 JOHN M GROGAN TRUSTEE 1.0 0.0 X 0 0 0 NANCY HERNANDEZ TRUSTEE AS OF 7/1/23 1.0 0.0 X 0 0 0 TED D KELLNER TRUSTEE 1.0 0.0 X 0 0 0 DAVID LUBAR TRUSTEE 1.0 0.0 X 0 0 0 GREGORY S MARCUS TRUSTEE 1.0 0.0 X 0 0 0 ANTHONY MCHENRY TRUSTEE 1.0 0.0 X 0 0 0 CHRIS MISKEL TRUSTEE 1.0 0.0 X 0 0 0 JUSTIN L MORTARA PHD TRUSTEE 1.0 0.0 X 0 0 0 JANIS M ORLOWSKI MD TRUSTEE 1.0 0.0 X 0 0 0 WARREN D PIERSON TRUSTEE 1.0 0.0 X 0 0 0 R JAN PIROZZOLO-MELLOWES TRUSTEE 1.0 0.0 X 0 0 0 AUSTIN RAMIREZ TRUSTEE 1.0 0.0 X 0 0 0 KRISTINA M ROPELLA PHD TRUSTEE 1.0 0.0 X 0 0 0 RICH TENNESSEN TRUSTEE AS OF 7/1/23 1.0 0.0 X 0 0 0 PEGGY TROY TRUSTEE 1.0 0.0 X 0 0 0 20910244 0 2210426 2806 true true false M A MORTENSON CO 115 S 84TH STREET SUITE 400 MILWAUKEE WI 53214 CONSTRUCTION SERVICE 24241811 FROEDTERT HEALTH MEDICAL GROUP 9200 W WISCONSIN AVENUE MILWAUKEE WI 53226 PHYSICIAN/SHARED SVC 17304856 NATIONAL MARROW DONOR PROGRAM 500 N 5TH STREET MINNEAPOLIS MN 55401 RESEARCH SUBCONTRACT 14365549 FROEDTERT THEDACARE HEALTH INC 9200 W WISCONSIN AVENUE MILWAUKEE WI 53226 CONTRACTUAL SERVICES 11121668 MEDICAL COLLEGE OF WI AFFIL HOSP 8701 WATERTOWN PLANK ROAD MILWAUKEE WI 53226 RESIDENT SERVICES 10965299 213 358843 184085670 37567304 3054284 222011817 CLINICAL PRACTICE PLAN REVENUE 621110 734033913 734020134 13779 PHYSICIAN CONTRACTS/AFFILIATE SVCS 621110 287724207 287724207 MEDICARE/MEDICAID PAYMENTS 621110 131241239 131241239 MEDICAL INSTRUCTION TUITION AND FEES 611600 86660788 86660788 NON-GOVERNMENTAL GRANTS AND CONTRACTS 541700 61779535 61779535 4527418 4527418 1305967100 33587628 -237488 33825116 0 2594560 2594560 5070408 4897577 172831 0 172831 172831 516455429 5667139 478640533 420808 37814896 5246331 43061227 903999 42157228 48944 358843 94961 -46017 -46017 0 0 0 207488 115492 91996 91996 0 1607441142 1305953321 772286 78703718 46457081 46457081 17470602 17470602 546521 546521 0 17341763 5477017 11103333 761413 3122797 2966377 156420 1000078498 952297388 44008760 3772350 54948776 51839541 2869870 239365 94293602 89809677 4158931 324994 55527566 51990082 3264281 273203 0 2837654 1178660 1658994 806720 806720 248109 236581 11528 115703 115703 10232004 10232004 77895422 66510595 11214618 170209 3713482 3704596 8886 8147457 5725370 2106519 315568 23947663 4154283 19214016 579364 900494 900494 37216124 31936740 5229085 50299 9062416 8554353 359832 148231 0 11300130 10830364 419363 50403 10580595 9634853 945742 0 33913598 30807953 3033279 72366 1265997 255254 1006562 4181 MEDICAL & RESEARCH SUPPLIES 24950852 24950852 RESIDENTS & FELLOWS 11809913 11809913 DUES & SUBSCRIPTIONS 11086803 10390249 681510 15044 EQUIPMENT & MAINTENANCE 5966785 5833321 133157 307 8844931 6788390 1841440 215101 1584630058 1453057107 124455964 7116987 92095 31024 220121753 203566112 84923184 79596791 172651013 189362736 0 0 0 0 0 0 59275 57482 8728613 9613005 883482529 549816705 302824771 333665824 456065204 635965570 1546711098 1583665177 49844511 58034506 9013513 15088927 197424595 165971241 3048459625 3274618395 225421035 206191888 0 0 66882162 65097314 468022464 455511792 0 0 0 0 8413191 8354468 0 0 73936569 82599384 842675421 817754846 X 1385795725 1570692465 819988479 886171084 2205784204 2456863549 3048459625 3274618395 X 22811084 227879197 389064 X false true X true true true X 207371004 240236197 224509895 214545386 222011817 1108674299 0 0 207371004 240236197 224509895 214545386 222011817 1108674299 0 1108674299 29994692 31482806 33299295 32225265 41490084 168492142 141887 141887 233663 0 29582 52790 48944 364979 1277673307 5701811224 0.86773 0.86919 X Schedule A, Part II, Section B, Line 10 OTHER INCOME INCLUDES GROSS INCOME FROM FUNDRAISING EVENTS AND GROSS INCOME FROM GAMING ACTIVITIES. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED true true false true true false true 283552 false true 283552 false Schedule C, Part II-B, Lines 1a to 1h MCW attempted to influence legislative and administrative action of the State of Wisconsin, the federal government, and local governments in areas that relate to MCW's missions. The areas of legislative action were: education, research, health, public health, patient care, and healthcare practice issues, community engagement, insurance, budget, tax, and permit/citing-related issues. Administrative action included contacts to federal and state executive agencies and local governmental agency-related departments. MCW met with, called, and had virtual meetings with elected and agency officials. Contacts included written and electronic communications, issuing press releases, and testifying before committees. MEMBERS OF THE MCW BOARD OF TRUSTEES, AS VOLUNTEERS TO THE ORGANIZATION, OCCASIONALLY ASSIST MCW IN ADVOCATING WITHIN THE PUBLIC POLICY AREAS IDENTIFIED ABOVE. LOBBYING EXPENDITURES FOR IN HOUSE LOBBYIST'S COMPENSATION AND FRINGE BENEFITS AND EXTERNAL LOBBYIST'S CONTRACT FEES AND EXPENSES TOTALED $283,552. Schedule C, Part II-B, Line 1i MCW pays membership dues to member organizations which may engage in lobbying activities. Therefore, an insubstantial portion of the dues may be attributable to lobbying activities. 1639354931 15710835 228397254 1936134 75833915 8516750 1797176221 1512540654 27332023 176994522 1708295 69513145 6290828 1639354931 1626374943 187184453 -248734898 1664728 43064397 7554719 1512540654 1233714567 22691492 407314289 1635348 27162823 8547234 1626374943 938170477 333678389 7836816 1520412 39760047 4690656 1233714567 0.59000 0.26000 0.15000 false false 8577647 8577647 461210729 288324954 172885775 21108787 17228753 3880034 319430537 243314810 76115727 73154829 948188 72206641 333665824 COMMINGLED BOND & EQUITY FUNDS 961467753 F HEDGE FUNDS 311780222 F PRIVATE ASSETS 309384438 F GUARANTEED INVSTMENT CONTRACTS 1032764 F 1583665177 DEPOSITS WITH BOND TRUSTEES 95700345 BENEFICIAL INT CHARITBLE TRUST 5133672 CASH SURRENDER VALUE LIFE INS 308702 RIGHT-OF-USE ASSETS-OP LEASES 64828522 165971241 0 LONG-TRM OPERATNG LEASE OBLIGATIONS 70595182 INTEREST RATE SWAP AGREEMENT 2658557 US GOVT SPONSORED LOAN FUND 9345645 82599384 X Schedule D, Part V, Line 4 MCW's ENDOWMENT FUNDS HAVE BEEN ESTABLISHED FOR THE FOLLOWING PURPOSES: 1) PROVIDE FUNDING FOR ACTIVITIES THAT SUPPORT THE MISSIONS OF EDUCATION, RESEARCH, PATIENT CARE AND COMMUNITY ENGAGEMENT. 2) PROVIDE A REVENUE SOURCE FOR ENDOWED PURPOSES SUCH AS SCHOLARSHIPS, STUDENT LOANS, PROFESSORSHIPS, AND PROGRAM ENHANCEMENTS. 3) PROVIDE A REVENUE SOURCE FOR CAPITAL REQUIREMENTS. 4) PROVIDE A REVENUE SOURCE FOR INITIATIVES OF THE ADVANCING A HEALTHIER WISCONSIN PROGRAM. 5) PROVIDE A REVENUE SOURCE FOR PROGRAMS, ACTIVITIES, CONTINGENCIES AND OTHER PURPOSES AS THE BOARD OF TRUSTEES MAY CONSIDER APPROPRIATE. SCHEDULE D, PART VII THE GUARANTEED INVESTMENT CONTRACTS ARE ASSETS OF A FROZEN SECTION 457 DEFINED CONTRIBUTION RETIREMENT PLAN. Schedule D, Part X, Line 2 FASB ASC 740 FOOTNOTE: MCW applies the standards for accounting for uncertainty in income taxes contained in FASB ASC Topic 740, Income Taxes (ASC Topic 740). ASC Topic 740 addresses the determination of how tax benefits resulting from tax positions taken or expected to be taken on a tax return should be recorded in the consolidated financial statements. Under ASC Topic 740, the tax benefit from an uncertain tax position is recognized if it is more likely than not that the tax position will be sustained on examination by the taxing authorities, based on the technical merits of the position. The tax benefits recognized in the consolidated financial statements from such a position are measured based on the largest benefit that has a greater than 50% likelihood of being realized upon ultimate settlement. MCW does not have a liability for unrecognized tax benefits as of June 30, 2024. true true true true true true true false false false false false false false false true false true PART I, LINE 3 MCW HAS CLEAR AND CONSISTENT POLICIES WHICH PROHIBIT DISCRIMINATION ON THE BASIS OF RACE, COLOR, NATIONAL ORIGIN AND OTHER PROTECTED CLASSES, AND IT IMPLEMENTS THESE POLICIES ACROSS ADMISSIONS AS WELL AS OTHER ACADEMIC DECISIONS. MCW VALUES MERIT-BASED RECRUITMENT PRACTICES THAT ATTRACT QUALIFIED STUDENTS FROM DIVERSE BACKGROUNDS. MCW'S STUDENT BODY INCLUDES INDIVIDUALS OF VARIOUS RACES, SEXES, COLORS, NATIONAL ORIGINS, DISABILITIES, RELIGIONS, AGES, SEXUAL ORIENTATIONS, AND FAMILY STATUSES. ALMOST HALF OF MCW'S STUDENT BODY IS NOT FROM THE STATE OF WISCONSIN AND MANY OF THOSE FROM WITHIN WISCONSIN ARE FROM RURAL (NON-URBAN) LOCATIONS. MCW'S NON-DISCRIMINATION POLICY AND NOTICE OF COMPLIANCE WITH LAWS ARE PUBLICIZED ON EVERY WEBPAGE OF MCW'S WEBSITE AND IN ITS BROCHURES AND PUBLICATIONS. THE CURRENT (2025) STATEMENTS ON MCW'S WEBSITE READ AS FOLLOWS: **Non-Discrimination Statement** The Medical College of Wisconsin (MCW) is committed to fostering a diverse community of outstanding faculty, staff, and students, as well as ensuring equal educational opportunity, employment, and access to services, programs, and activities, without regard to an individual's race, color, national origin, religion, age, disability, sex, gender identity/expression, sexual orientation, marital status, pregnancy, predisposing genetic characteristic, or military status. Employees, students, applicants or other members of the MCW community (including but not limited to vendors, visitors, and guests) may not be subjected to harassment that is prohibited by law or treated adversely or retaliated against based upon a protected characteristic. MCW's policy as well as federal and state laws and regulations prohibit unlawful discrimination and harassment. **Notice of Compliance with Laws and Commitment to Civil Rights** The Medical College of Wisconsin is committed to full compliance with all applicable federal, state, and local laws and regulations in the pursuit of our missions. Consistent with recent federal guidance, we affirm our commitment to individual merit, fairness, and equal treatment in all aspects of academic and institutional decision-making. As part of this commitment, we are actively reviewing our policies and materials to ensure they align with federal nondiscrimination obligations. PART I, Line 6a MCW receives research grants and contracts from several governmental agencies, including but not limited to, the Department of Health and Human Services, the national institutes of health, the Department of Defense, the Department of Transportation, the Department of Veterans' Affairs, and the State of Wisconsin. Many MCW students are eligible to receive federal student financial aid, including but not limited to, the Federal Primary Care Student Loan Program. In addition, federally guaranteed loans are issued to students of MCW through the Department of Education's Direct Loan Program. The State of Wisconsin provides tuition assistance to medical students who are Wisconsin residents. true Central America and the Caribbean 0 0 Program Services SEMINARS/CONFERENCES 40776 Central America and the Caribbean 0 0 Program Services MEDICAL MISSION TRIP 19092 Central America and the Caribbean 0 0 Program Services GLOBAL HEALTH 21035 Central America and the Caribbean 0 0 Investments 1176750723 East Asia and the Pacific 0 0 Grantmaking 4840 East Asia and the Pacific 0 0 Program Services SEMINARS/CONFERENCES 148949 Europe (Including Iceland and Greenland) 0 0 Grantmaking 391698 Europe (Including Iceland and Greenland) 0 0 Program Services RESEARCH 999246 Europe (Including Iceland and Greenland) 0 0 Program Services SEMINARS/CONFERENCES 377464 Europe (Including Iceland and Greenland) 0 0 Investments 14824796 Middle East and North Africa 0 0 Program Services RESEARCH 8656 Middle East and North Africa 0 0 Program Services SEMINARS/CONFERENCES 16865 Middle East and North Africa 0 0 Program Services GLOBAL HEALTH 18122 North America 0 0 Grantmaking 92615 North America 0 0 Program Services RESEARCH 500982 North America 0 0 Program Services SEMINARS/CONFERENCES 335448 North America 0 0 Program Services GLOBAL HEALTH 2118 Russia and the Newly Independent States 0 0 Program Services RESEARCH 13370 South America 0 0 Program Services SEMINARS/CONFERENCES 14236 South America 0 0 Program Services MEDICAL MISSION TRIP 37789 South America 0 0 Program Services GLOBAL HEALTH 14722 South Asia 0 0 Program Services RESEARCH 9119 South Asia 0 0 Program Services SEMINARS/CONFERENCES 2060 South Asia 0 0 Program Services GLOBAL HEALTH 56253 Sub-Saharan Africa 0 0 Grantmaking 57368 Sub-Saharan Africa 0 0 Program Services RESEARCH 78526 Sub-Saharan Africa 0 0 Program Services SEMINARS/CONFERENCES 32190 Sub-Saharan Africa 0 0 Program Services GLOBAL HEALTH 94690 0 0 0 0 0 0 1194553425 410323 1194963748 Europe (Including Iceland and Greenland) RESEARCH SUBAWARD 109171 WIRE Sub-Saharan Africa RESEARCH SUBAWARD 57368 WIRE Europe (Including Iceland and Greenland) RESEARCH SUBAWARD 151573 WIRE Europe (Including Iceland and Greenland) RESEARCH SUBAWARD 130954 WIRE North America RESEARCH SUBAWARD 89697 CHECK 5 0 true false true true true false Schedule F, Part I, Line 2 MCW IS THE RECIPIENT OF FEDERAL AND NON-FEDERAL GRANT FUNDS. SOME OF THE GRANT AWARDS ARE SUBAWARDED TO QUALIFIED FOREIGN ORGANIZATIONS (SUBRECIPIENTS) TO CARRY OUT A PART OF THE PROJECT, BASED ON THE REQUIREMENTS OF THE PRIME AWARD. TO MONITOR THE USE OF GRANT FUNDS UNDER THE SUBAWARDS, MCW ENTERS INTO SIGNED SUBAWARD AGREEMENTS WHICH CONTAIN THE TERMS AND CONDITIONS OF THE SUBAWARD RELATIONSHIP. THE SUBAWARD AGREEMENTS REQUIRE THAT PRIOR TO REIMBURSEMENT OF EXPENSES THE SUBRECIPIENT MUST PROVIDE A CERTIFIED INVOICE TO MCW. BEFORE APPROVAL OF AN INVOICE FOR PAYMENT, MCW VERIFIES THAT THE INVOICE AND SUPPORTING DOCUMENTATION SUBMITTED BY THE SUBRECIPIENT ARE IN LINE WITH THE APPROVED SUBAWARD BUDGET AND THAT THE COST DETAIL PRESENTED PROVIDES REASONABLE ASSURANCE THAT COSTS TO BE REIMBURSED ARE ALLOWABLE, ALLOCABLE, AND REASONABLE. WORK PERFORMED BY THE SUBRECIPIENT IS MONITORED TO DETERMINE THAT PROGRESS IS BEING MADE TOWARD THE GOALS AND OBJECTIVES OF THE SUBAWARD. AS FOREIGN ENTITIES ARE NOT SUBJECT TO SINGLE AUDITS, FOREIGN SUBRECIPIENTS ARE REQUIRED TO SUBMIT A SUBRECIPIENT QUESTIONNAIRE THAT DESCRIBES THEIR ACCOUNTING PRACTICES WITH REGARD TO THE SUBAWARD. BASED ON THE QUESTIONNAIRE, MCW ASSESSES THE RISK OF THE ORGANIZATION AND PERFORMS ADDITIONAL MONITORING TASKS AS APPROPRIATE. SCHEDULE F, PARTS I and II - ACCOUNTING METHOD EXPENDITURES PER REGION AND RESEARCH SUBAWARDS ARE REPORTED ON AN ACCRUAL BASIS, WHICH IS THE METHOD USED TO ACCOUNT FOR THEM IN THE ORGANIZATION'S FINANCIAL STATEMENTS. 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501(c)(3) 64164 TRANSFRM MED EDUC ELEKTA INC 400 PERIMETER CTR TERRACE ATLANTA GA 30346 581524221 OTHER 102722 RESEARCH SUBAWARD EMMES CORPORATION 401 N WASHINGTON ST ROCKVILLE MD 20850 541058268 OTHER 3365459 RESEARCH SUBAWARD EMPLOY MILWAUKEE 2342 N 27TH ST MILWAUKEE WI 53210 391636835 501(c)(3) 77864 ADVANCE HEALTH WI ERAS SENIOR NETWORK 2607 N GRANDVIEW BLVD WAUKESHA WI 53188 391393171 501(c)(3) 98223 ADVANCE HEALTH WI FAMILY SERVICES OF NORTHEAST WISCONSIN INC 300 CROOK STREET GREEN BAY WI 54301 390827320 501(c)(3) 244511 COMM ENG SUBAWARD FIGHT ASTHMA MILWAUKEE ALLIES INC 4300 W LINCOLN AVE MILWAUKEE WI 53234 471516853 501(c)(3) 15370 ADVANCE HEALTH WI FIRST 5 FOX VALLEY INC 1001 W KENNEDY AVENUE KIMBERLY WI 54136 853772281 501(c)(3) 182534 COMM ENG SUB/AHW FOND DU LAC COUNTY HEALTH DEPARTMENT 160 S MACY STREET FOND DU LAC WI 54935 396005696 GOVT 15791 RESEARCH SUBAWARD FOUNDATIONS HEALTH AND WHOLENESS INC 1061 W MASON STREET GREEN BAY WI 54303 391047205 501(c)(3) 115946 ADVANCE HEALTH WI FROEDTERT MEMORIAL LUTHERAN HOSPITAL 9200 W WISCONSIN AVE MILWAUKEE WI 53226 396105970 501(c)(3) 157110 ADVANCE HEALTH WI GEORGETOWN UNIVERSITY 37TH AND O STREETS NW WASHINGTON DC 20057 530196603 501(c)(3) 93743 TRANSFRM MED EDUC GREAT LAKES DRYHOOTCH 9425 W ST PAUL WAUWATOSA WI 53226 813879969 501(c)(3) 31103 ADVANCE HEALTH WI GREAT RIVERS UNITED WAY INC 1855 EAST MAIN STREET ONALASKA WI 54650 390848188 501(c)(3) 142692 ADVANCE HEALTH WI GREATER NEW BIRTH CHURCH 8237 W SILVER SPRING DR MILWAUKEE WI 53218 391715874 501(c)(3) 25850 ADVANCE HEALTH WI GUNDERSEN LUTHERAN MEDICAL FOUNDATION INC 1900 SOUTH AVENUE LA CROSSE WI 54601 391249705 501(c)(3) 223159 COMM ENG SUBAWARD H LEE MOFFITT CANCER CTR & RESEARCH INST 12902 MAGNOLIA DRIVE TAMPA FL 33612 592451713 501(c)(3) 35275 RESEARCH SUBAWARD HEALTH RESEARCH INC ROSWELL PARK CANCER INS ELM CARLTON STREETS BUFFALO NY 14263 141402155 501(c)(3) 6272 RESEARCH SUBAWARD HENRY M JACKSON FNDN FOR THE ADV OF MIL MED 6720A ROCKLEDGE DR 100 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010211513 501(c)(3) 53501 RESEARCH SUBAWARD JEFFERSON COUNTY HEALTH DEPARTMENT 1541 ANNEX ROAD JEFFERSON WI 53549 396005705 GOVT 21854 RESEARCH SUBAWARD JEWISH FAMILY SERVICES INC 1300 N JACKSON STREET MILWAUKEE WI 53202 390806291 501(c)(3) 47777 ADVANCE HEALTH WI JOHNS HOPKINS UNIVERSITY 3910 KESWICK RD N4327B BALTIMORE MD 21211 520595110 501(c)(3) 94959 RES SUB/MED EDUC KENOSHA YMCA 7101 53RD ST KENOSHA WI 53144 390826296 501(c)(3) 22899 COMM ENG SUBAWARD LA CROSSE MEDICAL HEALTH SCIENCE CONSORTIUM 1725 STATE STREET LA CROSSE WI 54601 391804725 501(c)(3) 127035 ADVANCE HEALTH WI LAC COURTE OREILLES BAND LAKE SUP CHIPPEWA 13394 W TREPANIA RD HAYWARD WI 54843 391165322 OTHER 74883 COMM ENG SUBAWARD LAC DU FLAMBEAU PUBLIC SCHOOL DISTRICT 2899STATE HWY 47 S LAC DU FLMBEAU WI 54538 396002022 GOVT 38421 ADVANCE HEALTH WI LAUREATE INSTITUTE FOR BRAIN RESEARCH 6655 SOUTH YALE AVENUE TULSA OK 74136 731328881 501(c)(3) 22818 RESEARCH SUBAWARD LAWRENCE BERKELEY NATIONAL LAB ONE CYCLOTRON RD BERKELEY CA 94720 942951741 GOVT 185869 RESEARCH SUBAWARD LOYOLA UNIVERSITY OF CHICAGO 820 N MICHIGAN AVE CHICAGO IL 60611 361408475 501(c)(3) 256664 RESEARCH SUBAWARD LURIE CHILDRENS HOSPITAL OF CHICAGO 225 EAST CHICAGO AVENUE CHICAGO IL 60611 362170833 501(c)(3) 44280 RESEARCH SUBAWARD MAINEHEALTH 22 BRAMHALL STREET PORTLAND ME 04102 010238552 501(c)(3) 21898 RESEARCH SUBAWARD MALAIKA EARLY LEARNING CENTER 125 W AUER AVE MILWAUKEE WI 53212 392021628 501(c)(3) 126504 COMM ENG SUBAWARD MARATHON COUNTY 500 FOREST STREET WAUSAU WI 54403 396005716 GOVT 128497 ADVANCE HEALTH WI MARSHALL UNIVERSITY RESEARCH CORPORATION ONE JOHN MARSHALL DR HUNTINGTON WV 25755 550683361 501(c)(3) 54711 RESEARCH SUBAWARD MARSHFIELD CLINIC 1000 NORTH OAK AVE MARSHFIELD WI 54449 390452970 501(c)(3) 38564 COMM ENG SUB/AHW MARQUETTE UNIVERSITY PO BOX 1881 MILWAUKEE WI 53201 390806251 501(c)(3) 754334 RES/COMM ENG/AHW MAX PLANCK FLORIDA INSTITUTE ONE MAX PLANCK WAY JUPITER FL 33458 262117502 501(c)(3) 57203 RESEARCH SUBAWARD MAYO CLINIC 200 FIRST STREET SW ROCHESTER MN 55905 416011702 501(c)(3) 394928 RES SUB/MED EDUC MEDICAL UNIVERSITY OF SOUTH CAROLINA 19 HAGWOOD AVE STE 608 CHARLESTON SC 29425 576000722 GOVT 294356 RESEARCH SUBAWARD MENOMINEE INDIAN TRIBE OF WISCONSIN W2908 TRIBAL OFFC LOOP RD KESHENA WI 54135 391205576 OTHER 123673 ADVANCE HEALTH WI MENTAL HEALTH AMERICA OF WISCONSIN 600 W VIRGINIA ST 502 MILWAUKEE WI 53204 390827843 501(c)(3) 210014 ADVANCE HEALTH WI METASTAR INC 2909 LANDMARK PL MADISON WI 53713 391332612 501(c)(3) 211443 RESEARCH SUBAWARD METCALFE PARK COMMUNITY BRIDGES INC 3624 W NORTH AVE MILWAUKEE WI 53208 812101846 501(c)(3) 68868 ADVANCE HEALTH WI MICHIGAN STATE UNIVERSITY 426 AUDITORIUM RD EAST LANSING MI 48824 386005984 GOVT 480499 RESEARCH SUBAWARD MILWAUKEE AREA HEALTH EDUCATION CENTER 2224 W KILBOURN AVE MILWAUKEE WI 53233 391749908 501(c)(3) 322635 ADVANCE HEALTH WI MILWAUKEE AREA TECHNICAL COLLEGE 700 W STATE STREET MILWAUKEE WI 53233 396003459 GOVT 38257 ADVANCE HEALTH WI MILWAUKEE PUBLIC SCHOOLS 5225 WEST VLIET STREET MILWAUKEE WI 53208 396003457 GOVT 44667 ADVANCE HEALTH WI MILWAUKEE SCHOOL OF ENGINEERING 1025 N BROADWAY ST MILWAUKEE WI 53202 390477970 501(c)(3) 277588 RESEARCH SUBAWARD MOREHOUSE SCHOOL OF MEDICINE 720 WESTVIEW DR SW ATLANTA GA 30310 581438873 501(c)(3) 59253 TRANSFRM MED EDUC MOUNT SINAI SCHOOL OF MEDICINE ONE GUSTAVE L LEVY PLACE NEW YORK NY 10029 136171197 501(c)(3) 12578 RESEARCH SUBAWARD NATIONAL ALLIANCE ON MENTAL ILLNESS WISC 4233 W BELTLINE HWY MADISON WI 53711 391397227 501(c)(3) 9381 ADVANCE HEALTH WI NATIONAL MARROW DONOR PROGRAM 500 N 5TH STREET MINNEAPOLIS MN 55401 840865803 501(c)(3) 12524173 RESEARCH SUBAWARD NE WI AREA HEALTH EDUCATION CENTER INC 925 SOUTH 15TH STREET MANITOWOC WI 54220 391825838 501(c)(3) 67122 ADVANCE HEALTH WI NEW YORK UNIVERSITY SCHOOL OF MEDICINE 105 E 17TH STREET NEW YORK NY 10003 135562308 501(c)(3) 233418 RES SUB/MED EDUC NORTH CAROLINA STATE UNIVERSITY 2701 SULLIVAN DR 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SOCIETY OF WISCONSIN INC 701 HEARTLAND TRAIL MADISON WI 53717 390714490 501(c)(3) 85166 ADVANCE HEALTH WI PLANNED PARENTHOOD OF WISCONSIN INC 302 NORTH JACKSON MILWAUKEE WI 53202 390863391 501(c)(3) 60486 COMM ENG SUBAWARD PREVENT BLINDNESS WISCONSIN INC 759 N MILWAUKEE ST 305 MILWAUKEE WI 53202 396096227 501(c)(3) 90136 ADVANCE HEALTH WI PROGRESSIVE COMMUNITY HEALTH CENTERS 3522 WEST LISBON AVENUE MILWAUKEE WI 53208 391958810 501(c)(3) 108361 RES SUB/COMM ENG PURDUE UNIVERSITY 2550 NORTHWESTERN AVE W LAFAYETTE IN 47906 356002041 GOVT 121737 RESEARCH SUBAWARD RACINE COUNTY 730 WISCONSIN AVE RACINE WI 53403 396005734 GOVT 131999 ADVANCE HEALTH WI RECTOR AND VISITORS UNIV OF VIRGINIA 1001 N EMMET ST CHARLOTTESVILLE VA 22903 546001796 501(c)(3) 631616 RES SUB/MED EDUC RESEARCH FOUNDATION FOR STATE UNIV OF NY PO BOX 9 ALBANY NY 12201 141368361 501(c)(3) 50760 RESEARCH SUBAWARD RESEARCH INST AT NATIONWIDE CHILDRENS HOSP 700 CHILDRENS DRIVE COLUMBUS OH 43205 316056230 501(c)(3) 11120 RESEARCH SUBAWARD RHODE ISLAND HOSPITAL 593 EDDY ST PROVIDENCE RI 02903 050258954 501(c)(3) 11313 RESEARCH SUBAWARD ROCK COUNTY 51 SOUTH MAIN STREET JANESVILLE WI 53545 396005736 GOVT 13027 RES SUB/AHW RUSH UNIVERSITY MEDICAL CENTER 1700 W VAN BUREN ROOM 150 CHICAGO IL 60612 362174823 501(c)(3) 42653 RESEARCH SUBAWARD SANFORD BURNHAM PREBYS MED DISCOVERY INST 10901 N TORREY PINES RD LA JOLLA CA 92037 510197108 501(c)(3) 521476 RESEARCH SUBAWARD SAUK COUNTY HEALTH DEPARTMENT 505 BROADWAY ST STE 372 BARABOO WI 53913 396005740 GOVT 22396 COMM ENG SUBAWARD SEATTLE CHILDRENS RESEARCH INSTITUTE 2001 8TH AVE STE 400 SEATTLE WA 98121 910564748 501(c)(3) 11604 RESEARCH SUBAWARD SHALOM HEALTH CARE CENTER INC 3400 LAFAYETTE RD INDIANAPOLIS IN 46222 061645027 501(c)(3) 155096 RESEARCH SUBAWARD SINAI HEALTH SYSTEMS 2750 W 15TH STREET CHICAGO IL 60608 363166895 501(c)(3) 92357 RESEARCH SUBAWARD SOCIAL DEVELOPMENT COMMISSION 1730 W NORTH AVE MILWAUKEE WI 53205 391033230 GOVT 23498 ADVANCE HEALTH WI SOCIAL DEVELOPMENT FOUNDATION INC 1730 W NORTH AVE MILWAUKEE WI 53205 470923289 501(c)(3) 29839 ADVANCE HEALTH WI SOJOURNER FAMILY PEACE CENTER INC 619 W WALNUT STREET MILWAUKEE WI 53212 391276210 501(c)(3) 106666 ADVANCE HEALTH WI SOKAOGON CHIPPEWA COMMUNITY 3051 SAND LAKE ROAD CRANDON WI 54520 391180139 OTHER 168378 COMM ENG SUBAWARD SOUTHEAST ASIAN HEALING CENTER INC 2814 SYENE RD MADISON WI 53713 832393889 501(c)(3) 257361 COMM ENG SUBAWARD SOUTHERN ILLINOIS UNIVERSITY 900 SOUTH NORMAL AVE CARBONDALE IL 62901 376005961 GOVT 44917 TRANSFRM MED EDUC SOUTHWESTRN WISCONSIN COMMUNITY ACTION PROG 149 N IOWA STREET DODGEVILLE WI 53533 391053511 501(c)(3) 143366 ADVANCE HEALTH WI ST JUDE CHILDRENS RESEARCH HOSPITAL 332 N LAUDERDALE ST MEMPHIS TN 38105 620646012 501(c)(3) 41461 RESEARCH SUBAWARD STANFORD UNIVERSITY 3145 PORTER DRIVE PALO ALTO CA 94304 941156365 501(c)(3) 85058 RESEARCH SUBAWARD SUPPORTING FAMILIES TOGETHER ASSOCIATION 700 RAYOVAC DRIVE STE 6 MADISON WI 53711 365263016 501(c)(3) 136220 COMM ENG SUBAWARD TEXAS TECH UNIVERSITY 5001 EL PASO DRIVE EL PASO TX 79905 756002622 GOVT 10000 RESEARCH SUBAWARD THOMAS JEFFERSON UNIVERSITY 601 WALNUT STREET PHILADELPHIA PA 19106 231352651 501(c)(3) 6402 RESEARCH SUBAWARD TIKKUN HA-IR OF MILWAUKEE INC PO BOX 090287 MILWAUKEE WI 53209 770596241 501(c)(3) 36453 ADVANCE HEALTH WI TIMESLIPS CREATIVE STORYTELLING INC 4461 N LAKE DRIVE MILWAUKEE WI 53211 461810756 501(c)(3) 72737 ADVANCE HEALTH WI TRANSLATIONAL GENOMICS RESEARCH INSTITUTE 445 N 5TH ST STE 600 PHOENIX AZ 85004 753065445 501(c)(3) 80634 RESEARCH SUBAWARD TUFTS UNIVERSITY 169 HOLLAND STREET SUMERVILLE MA 02144 042103634 501(c)(3) 319145 RESEARCH SUBAWARD TULANE UNIVERSITY 6823 ST CHARLES AVE NEW ORLEANS LA 70118 720423889 501(c)(3) 27678 RESEARCH SUBAWARD UNEHEALTH 985075 NEBRASKA MEDICAL CTR OMAHA NE 68198 470771713 501(c)(3) 45625 RESEARCH SUBAWARD UNITED WAY FOX CITIES INC 1455 MIDWAY ROAD MENASHA WI 54952 390912895 501(c)(3) 207973 COMM ENG SUBAWARD UNITEMKE 1433 N WATER ST STE 400 MILWAUKEE WI 53202 814652827 501(c)(3) 109056 ADVANCE HEALTH WI UNIVERSITY OF ALABAMA AT BIRMINGHAM 1530 3RD AVENUE SOUTH BIRMINGHAM AL 35294 636005396 GOVT 35847 RESEARCH SUBAWARD UNIVERSITY OF ARKANSAS FOR MEDICAL SCIENCES 4301 W MARKHAM ST LITTLE ROCK AR 72205 716046242 GOVT 16775 RESEARCH SUBAWARD UNIVERSITY OF CALIFORNIA BERKELEY 2195 HEARST AVE BERKELEY CA 94720 946002123 GOVT 24909 RESEARCH SUBAWARD UNIVERSITY OF CALIFORNIA DAVIS PO BOX 989062 WEST SACRAMENTO CA 95798 946036494 GOVT 512263 RESEARCH SUBAWARD UNIVERSITY OF CALIFORNIA IRVINE 141 INNOVATION DR IRVINE CA 92697 952226406 GOVT 15569 RESEARCH SUBAWARD UNIVERSITY OF CALIFORNIA LOS ANGELES 10920 WILSHIRE BLVD LOS ANGELES CA 90024 956006143 GOVT 21654 RESEARCH SUBAWARD UNIVERSITY OF CALIFORNIA SAN DIEGO 9500 GILMAN DRIVE LA JOLLA CA 92093 956006144 GOVT 540145 RESEARCH SUBAWARD UNIVERSITY OF CALIFORNIA SAN FRANCISCO 1855 FOLSOM STREET 425 SAN FRAN CA 94143 946036493 GOVT 525665 RES SUB/MED EDUC UNIVERSITY OF CHICAGO 6054 S DREXEL AVENUE CHICAGO IL 60637 362177139 501(c)(3) 166913 RES SUB/MED EDUC UNIVERSITY OF COLORADO 1800 N GRANT ST SUITE 400 DENVER CO 80203 846000555 GOVT 15893 RESEARCH SUBAWARD UNIVERSITY OF FLORIDA PO BOX 113200 GAINESVILLE FL 32611 596002052 GOVT 241106 RESEARCH SUBAWARD UNIVERSITY OF ILLINOIS 506 SOUTH WRIGHT STREET URBANA IL 61801 376000511 GOVT 810055 RESEARCH SUBAWARD UNIVERSITY OF IOWA 105 JESSUP HALL IOWA CITY IA 52242 426004813 GOVT 136979 RESEARCH SUBAWARD UNIVERSITY OF KANSAS MED CNTR RESEARCH INST 3901 RAINBOW BLVD KANSAS CITY KS 66160 481108830 501(c)(3) 87377 TRANSFRM MED EDUC UNIVERSITY OF MARYLAND 620 W LEXINGTON STREET BALTIMORE MD 21201 526002033 GOVT 171584 RESEARCH SUBAWARD UNIVERSITY OF MASSACHUSETTS CHAN MED SCHOOL 55 LAKE AVE N WORCESTER MA 01655 043167352 GOVT 47433 TRANSFRM MED EDUC UNIVERSITY OF MASSACHUSETTS LOWELL ONE UNIVERSITY AVENUE LOWELL MA 01854 043167352 GOVT 23181 RESEARCH SUBAWARD UNIVERSITY OF MICHIGAN 1000 VICTORS WAY STE 1A ANN ARBOR MI 48108 386006309 GOVT 58753 RESEARCH SUBAWARD UNIVERSITY OF MINNESOTA 200 OAK ST SE STE 450 MINNEAPOLIS MN 55455 416007513 GOVT 290473 RES SUB/AHW/EDUC UNIVERSITY OF MISSISSIPPI 113 Falkner UNIVERSITY MS 38677 646001159 GOVT 77440 RESEARCH SUBAWARD UNIVERSITY OF MISSOURI SYSTEM 118 UNIVERSITY HALL COLUMBIA MO 65211 436003859 GOVT 48391 RESEARCH SUBAWARD UNIVERSITY OF OKLAHOMA HEALTH SCIENCES CNTR 865 RESEARCH PKWY OKLAHOMA CITY OK 73104 731563627 GOVT 54893 RESEARCH SUBAWARD UNIVERSITY OF PENNSYLVANIA 3451 WALNUT ST PHILADELPHIA PA 19104 231352685 501(c)(3) 111282 RESEARCH SUBAWARD UNIVERSITY OF PITTSBURGH 123 UNIVERSITY PLACE PITTSBURGH PA 15235 250965591 GOVT 45146 RESEARCH SUBAWARD UNIVERSITY OF ROCHESTER 1325 MT HOPE AVENUE ROCHESTER NY 14620 160743209 501(c)(3) 84679 RESEARCH SUBAWARD UNIVERSITY OF SOUTH FLORIDA 3650 SPECTRUM BLVD STE 160 TAMPA FL 33612 593102112 GOVT 22691 RESEARCH SUBAWARD UNIV OF TEXAS HEALTH SCIENCE CENTER HOUSTON 7000 FANNIN UCT 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WI 54401 391805963 GOVT 13940 ADVANCE HEALTH WI URBAN ECOLOGY CENTER INC 1500 E PARK PLACE MILWAUKEE WI 53211 391712663 501(c)(3) 63002 ADVANCE HEALTH WI UWM RESEARCH FOUNDATION INC 1440 EAST NORTH AVENUE MILWAUKEE WI 53202 208297675 501(c)(3) 8789 RESEARCH SUBAWARD VANDERBILT UNIVERSITY 2301 VANDERBILT PLACE NASHVILLE TN 37240 620476822 501(c)(3) 68583 TRANSFRM MED EDUC VERNON MEMORIAL HEALTHCARE INC 507 SOUTH MAIN STREET VIROQUA WI 54665 390806404 501(c)(3) 179994 COMM ENG SUBAWARD VERSITI WISCONSIN INC PO BOX 2178 MILWAUKEE WI 53201 390807235 501(c)(3) 1914403 RES SUB/AHW VIRGINIA POLYTECHNIC INST& STATE UNIVERSITY 300 TURNER ST STE 4200 BLACKSBURG VA 24061 546001805 GOVT 20476 RES SUB/MED EDUC VIVENT HEALTH INC PO BOX 510498 MILWAUKEE WI 53203 391534049 501(c)(3) 94071 COMM ENG SUB/HIV WAASWAAGANING INST OF INDIGENOUS TEACHING 526 PEACEPIPE RD LAC DU FLAMBEAU WI 54538 921641066 501(c)(3) 173101 ADVANCE HEALTH WI WASHINGTON UNIVERSITY 700ROSEDALE AVE BOX1034 ST LOUIS MO 63112 430653611 501(c)(3) 536219 RESEARCH SUBAWARD WAUPACA COUNTY 811 HARDING ST WAUPACA WI 54981 396005758 GOVT 13174 RESEARCH SUBAWARD WELLO INC 340 N BROADWAY 400 GREEN BAY WI 54303 854126872 501(c)(3) 120016 ADVANCE HEALTH WI WESLEY COMMUNITY CENTER INC 1300 S 10TH ST PHOENIX AZ 85034 860133770 501(c)(3) 50245 RESEARCH SUBAWARD WHA FOUNDATION INC 5510 RESEARCH PARK DR FITCHBURG WI 53711 396125163 501(c)(3) 28420 ADVANCE HEALTH WI WINNEBAGO COUNTY 112 OTTER AVE OSHKOSH WI 54901 396005760 GOVT 198530 ADVANCE HEALTH WI WISCONSIBS INC 211 E FRANKLIN ST APPLETON WI 54911 391942794 501(c)(3) 8398 ADVANCE HEALTH WI WISCONSIN ACAD OF NUTRITION AND DIETETICS 563 CARTER CT STE B KIMBERLY WI 54136 237032400 501(c)(3) 12026 ADVANCE HEALTH WI WISCONSIN ASSN OF FREE & CHARITABLE CLINICS 1405 CAPITOL DR C210 PEWAUKEE WI 53072 472298281 501(c)(3) 38353 ADVANCE HEALTH WI WISCONSIN COLLABORATIVE FOR HLTHCARE QUALITY 4809 S BILTMORE LANE MADISON WI 53718 550848113 OTHER 314543 ADVANCE HEALTH WI WISCONSIN COMMUNITY SERVICES INC 3732 W WISC AVE NO 200 MILWAUKEE WI 53208 390808464 501(c)(3) 27076 RECOVERY SUPPORT WISCONSIN DEPARTMENT OF HEALTH SERVICES 1 WEST WILSON STREET MADISON WI 53707 396006469 GOVT 63731 ADVANCE HEALTH WI WISCONSIN HEALTH INFORMATION ORGANIZATION PO BOX 6641 MONONA WI 53716 203493804 501(c)(3) 19432 ADVANCE HEALTH WI WISCONSIN LITERACY INC 211 S PATERSON ST STE 260 MADISON WI 53703 391628898 501(c)(3) 76776 ADVANCE HEALTH WI WISCONSIN MEDICAL SOCIETY INC 330 EAST LAKESIDE STREET MADISON WI 53701 390634758 501(c)(3) 127968 COMM ENG SUB/AHW WISCONSIN PUBLIC HEALTH ASSN 702 EISENHOWER DR STE A KIMBERLY WI 54136 396084243 501(c)(3) 10000 ADVANCE HEALTH WI WISCONSIN WOMENS HEALTH FOUNDATION 2503 TODD DRIVE MADISON WI 53713 391900678 501(c)(3) 156038 ADVANCE HEALTH WI WISHOPE INC 223 WISCONSIN AVE WAUKESHA WI 53186 833544716 501(c)(3) 251234 RES SUB/AHW WORKFORCE RESOURCE INC 401 TECHNOLOGY DR EAST MENOMONIE WI 54751 391455735 501(c)(3) 112049 ADVANCE HEALTH WI YMCA OF METROPOLITAN MILWAUKEE INC 161 W WISCONSIN AVE MILWAUKEE WI 53203 390806314 501(c)(3) 84404 ADVANCE HEALTH WI 197 8 RESEARCH TRAINEE STIPENDS 482 1419585 OTHER STUDENT STIPENDS 10 14220 MEDICAL STUDENT TRAVEL/HOUSING ALLOWANCE 42 90502 STUDENT AWARDS 150 162005 MEDICAL STUDENT SCHOLARSHIPS 486 5936853 BOOK SCHOLARSHIPS GRADUATE SCHOOL SCHOLARSHIPS 436 9644387 BOOK SCHOLARSHIPS PHARMACY SCHOOL SCHOLARSHIPS 62 203050 BOOK SCHOLARSHIPS Schedule I, Part I, Line 2 MEDICAL, GRADUATE AND PHARMACY SCHOOL SCHOLARSHIPS ARE APPLIED DIRECTLY TO STUDENTS' ACCOUNTS AT MCW. MCW MAINTAINS RECORDS TO JUSTIFY THE AWARD DECISIONS, INCLUDING THE FINANCIAL AID ELIGIBILITY OF THE RECIPIENTS. In support of its research and community engagement missions, MCW is the recipient of Federal and non federal grant funds. Some of the grant awards are subawarded to qualified organizations (subrecipients) to carry out part of the project based on the requirements of the prime award. MCW's community engagement mission is further complemented by its Advancing a Healthier Wisconsin (AHW) endowment under which funds are awarded to qualified organizations to support initiatives dedicated to improving the health of Wisconsin residents and reducing disparities statewide. AHW funds are awarded under the oversight of the MCW Consortium on Public and Community Health, Inc., a related organization. LASTLY, AS PART OF MCW'S EDUCATION MISSION, THE KERN NATIONAL NETWORK FOR FLOURISHING IN MEDICINE AWARDS FUNDS TO A NATIONAL NETWORK OF MEDICAL SCHOOLS WHO ARE COLLABORATING WITH A SHARED VISION TO TRANSFORM MEDICAL EDUCATION USING THE CONCEPTS OF CHARACTER, CARING AND PRACTICAL WISDOM TO PROMOTE FLOURISHING IN MEDICINE. To monitor the use of funds awarded to organizations, MCW enters into signed subaward agreements which contain the terms and conditions of the subaward relationship. The subaward agreements require that prior to reimbursement of expenses, the subrecipient provides a certified invoice to MCW. Before approval of an invoice for payment, MCW verifies that the invoice and any supporting documentation submitted by the subrecipient are in line with the approved subaward budget and that the cost detail presented provides reasonable assurance that costs to be reimbursed are allowable, allocable, and reasonable. WORK PERFORMED BY THE SUBRECIPIENT IS MONITORED TO DETERMINE THAT PROGRESS IS BEING MADE TOWARD THE GOALS AND OBJECTIVES OF THE SUBAWARD. MCW obtains an annual Single Audit report, or a financial audit report or subrecipient questionnaire for organizations not subject to Single Audit requirements, to ensure that audit findings do not exist which would impact awarded funds. In cases where an audit is not required or if audit findings are noted, MCW assesses the risk of the organization and performs additional monitoring tasks as appropriate. X X true true X X X X true true false false false false false true false MAX C LEE MD ASST PROF-NEUROSURGERY 1160882 0 1233605 0 23706 0 26400 0 32835 0 2477428 0 0 0 MICHAEL EDWARD MITCHELL MD CHIEF, PROF-PED CARDIAC SURG 1767406 0 151500 0 26572 0 26400 0 34937 0 2006815 0 0 0 JOHN R RAYMOND SR MD TRUSTEE/PRESIDENT AND CEO 1176530 0 155610 0 96059 0 267875 0 28571 0 1724645 0 35910 0 JOSEPH E KERSCHNER MD TRUSTEE/PROVOST& EXEC VP, DEAN 1108265 0 107635 0 182943 0 163040 0 34457 0 1596340 0 107087 0 ABDEL ALQWASMI MD PHYSICIAN-HEMATOLOGY/ONCOLOGY 867379 0 655337 0 540 0 26400 0 38730 0 1588386 0 0 0 SAMAN SHABANI MD ASST PROF-NEUROSURGERY 735617 0 806965 0 486 0 0 0 39652 0 1582720 0 0 0 SHEKAR N KURPAD MD CHAIR, PROF-NEUROSURGERY 1286245 0 72323 0 38628 0 26400 0 21088 0 1444684 0 0 0 DAVID KING MD TRUSTEE AS OF 1/26/24 991177 0 44576 0 30110 0 26400 0 31875 0 1124138 0 0 0 MATTHEW LESTER EXEC VP-FINANCE & ADMIN, COO 659708 0 52574 0 24884 0 109422 0 34330 0 880918 0 0 0 ROY L SILVERSTEIN MD CHAIR, PROF-MEDICINE 666709 0 37845 0 26765 0 26400 0 25113 0 782832 0 0 0 CYNTHIA A LIEN MD TRUSTEE 616771 0 30102 0 29084 0 26400 0 34587 0 736944 0 0 0 GREGORY M WESLEY JD SR VP-STRAT ALLIANCES/BUS DEV 451479 0 53011 0 111424 0 83371 0 5469 0 704754 0 51163 0 CHERYL A MAURANA PHD SR VP-STRAT ACADEM PARTNERSHIP 497007 0 40736 0 66608 0 56857 0 28992 0 690200 0 30191 0 SHELISA DALTON CHIEF FINANCIAL OFFICER 458558 0 34804 0 7055 0 73914 0 32354 0 606685 0 0 0 MARA LORD PHD SR VP-UNIV ENGMT/STRAT PLAN 390738 0 36967 0 76623 0 76812 0 22784 0 603924 0 38000 0 DAVID A MARGOLIS MD INTERIM CHAIR, PROF-PEDIATRICS 504180 0 30927 0 3461 0 26400 0 25775 0 590743 0 0 0 ADRIENNE MITCHELL SR VP-HR, CHIEF PEOPLE OFFICER 396565 0 37458 0 24394 0 71924 0 38036 0 568377 0 0 0 DAVID HOTCHKISS VP-INFORMATION SERVICES, CIO 357622 0 30020 0 23671 0 64780 0 36812 0 512905 0 0 0 MITCHELL BECKMAN FORMER VP-DEVELOPMENT, CDO 87888 0 0 0 389501 0 13331 0 11016 0 501736 0 0 0 PAMELA J STANICK VP-FINANCE & TREASURY 309213 0 64083 0 3409 0 57649 0 12420 0 446774 0 0 0 GEORGE MACKINNON III PHD DEAN, SCHOOL OF PHARMACY 315917 0 30965 0 21479 0 26400 0 33153 0 427914 0 0 0 KEVIN M EIDE VP-FIN PLANNING/DATA ANALYTICS 297110 0 25211 0 10165 0 57171 0 35073 0 424730 0 0 0 JEFFREY BORNEMANN VP-FACILITIES & OPERATIONS 276711 0 22820 0 1413 0 52692 0 31196 0 384832 0 0 0 TENNILLE SIFUENTES VP-CORP COMPLIANCE/RISK MGT 252332 0 23500 0 1274 0 49016 0 31586 0 357708 0 0 0 C GREER JORDAN PHD VP-INCLUSION/DIVERSITY, CDIO 253036 0 23953 0 2418 0 48846 0 25285 0 353538 0 0 0 SUSAN MELCHER VP-TOTAL REWARDS/HR ANALYTICS 273326 0 24057 0 2871 0 27976 0 20151 0 348381 0 0 0 JASON E KRAISS SEE SCHEDULE O FOR TITLE 248459 0 30067 0 498 0 23073 0 34359 0 336456 0 0 0 KIMARA ELLEFSON FORMER INTERIM VP-HR 250777 0 24497 0 303 0 22316 0 22913 0 320806 0 0 0 DAISY SAHOO PHD SEE SCHEDULE O FOR TITLE 238252 0 12297 0 14618 0 20703 0 32667 0 318537 0 0 0 M AILEEN SHINAMAN JD SEE SCHEDULE O FOR TITLE 220627 0 50000 0 11903 0 33000 0 1023 0 316553 0 0 0 NATHAN BERKEN SEE SCHEDULE O FOR TITLE 181452 0 24627 0 15591 0 24890 0 39393 0 285953 0 0 0 MARY REINKE VP-MARKETING & COMMUNICATIONS 201610 0 18266 0 1713 0 37897 0 1120 0 260606 0 0 0 RAVINDRA P MISRA PHD SEE SCHEDULE O FOR TITLE 191970 0 13723 0 1852 0 16736 0 13238 0 237519 0 0 0 ANNE M BROWN JD FORMER INTERIM GEN COUNSEL 89167 0 0 0 47096 0 10356 0 4683 0 151302 0 0 0 JOHN T NEWSOME JD FMR SR VP-GEN COUNSEL/ASST SEC 115563 0 25000 0 0 0 0 0 0 0 140563 0 0 0 SCHEDULE J, PART I, LINE 1 MCW PAID BUSINESS SOCIAL CLUB MEMBERSHIP DUES ON BEHALF OF ONE OFFICER DURING CALENDAR YEAR 2023. THE MEMBERSHIP IS USED FOR MONTHLY BOARD AND COMMITTEE MEETINGS AND FOR OTHER BUSINESS MEETINGS. PERSONAL USE OF THE CLUB BY THIS INDIVIDUAL IS REPORTED TO MCW AND IS TREATED AS A TAXABLE EVENT TO THE INDIVIDUAL. MCW PROVIDED DISCRETIONARY SPENDING ACCOUNTS TO FOUR OFFICERS. THE SPENDING ACCOUNTS ARE NOT PART OF AN ACCOUNTABLE PLAN AND ARE FULLY TAXABLE TO THESE INDIVIDUALS. SCHEDULE J, PART I, LINE 4A DURING CALENDAR YEAR 2023, MITCHELL BECKMAN RECEIVED A SINGLE LUMP SUM PAYMENT OF $379,614 IN CONNECTION WITH AN EMPLOYEE SEPARATION AGREEMENT. SCHEDULE J, PART I, LINE 4B MCW MAINTAINS A SECTION 457(F) SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN FOR CERTAIN ELIGIBLE EMPLOYEES (THE PLAN). NINETEEN INDIVIDUALS LISTED ON FORM 990, PART VII CURRENTLY PARTICIPATE IN THE PLAN. UNDER THE PLAN, MCW CONTRIBUTES A DEFINED AMOUNT FOR EACH PARTICIPANT BASED ON A PERCENTAGE OF EACH PARTICIPANT'S BASE SALARY. PARTICIPANTS GENERALLY VEST IN THEIR CONTRIBUTIONS FOR A SPECIFIC PLAN YEAR ON THE LAST DAY OF THE THIRD PLAN YEAR FOLLOWING THAT PLAN YEAR FOR EACH PLAN YEAR THEY ARE A PARTICIPANT. HOWEVER, IF A PARTICIPANT REACHES AGE 62 AND HAS PARTICIPATED IN THREE PLAN YEARS, THE PARTICIPANT BECOMES FULLY VESTED IN ALL CONTRIBUTIONS AT THE END OF THAT PLAN YEAR AND THEIR FUTURE CONTRIBUTIONS VEST ANNUALLY THEREAFTER. DISTRIBUTIONS ARE MADE TO THE ELIGIBLE PARTICIPANTS IN A SINGLE, LUMP SUM PAYMENT WHEN CONTRIBUTIONS BECOME VESTED. DURING CALENDAR YEAR 2023, THREE PARTICIPANTS MET THE VESTING REQUIREMENT FOR PLAN YEAR ENDED 6/30/20 AND RECEIVED LUMP SUM PAYMENTS UNDER THE PLAN AS FOLLOWS: JOSEPH E. KERSCHNER, MD-$135,381; MARA LORD, PHD-$47,290; AND GREGORY M. WESLEY, JD-$64,357. TWO PARTICIPANTS MET THE AGE THRESHOLD IN A PRIOR YEAR AND RECEIVED ANNUAL LUMP SUM PAYMENTS FOR PLAN YEAR ENDED 6/30/23 UNDER THE PLAN AS FOLLOWS: CHERYL MAURANA, PHD-$66,608 AND JOHN R. RAYMOND, SR., MD-$38,559 (HIS FINAL PAYMENT UNDER THE PLAN). A separate supplemental nonqualified retirement agreement under Section 457(f) has been established for John R. Raymond, Sr., MD (the agreement). Under the agreement, MCW contributes a defined amount based on a percentage of his base salary FOR EACH PLAN YEAR. The contributions become vested upon completion of Dr. Raymond's term of employment with MCW, plus any period following such employment when Dr. Raymond is engaged as a consultant with respect to services of the kind performed as President and CEO of MCW, and a period of two years following the later of the termination of his services as CEO or completion of such consultant services. Distribution under the agreement will be made in a single, lump sum payment when contributions become vested. SCHEDULE J, PART I, LINE 7 SELECTED OFFICERS AND OTHER LISTED PERSONS ARE ELIGIBLE FOR INCENTIVE COMPENSATION BASED ON QUANTIFIABLE METRICS APPROVED IN ADVANCE. A PORTION OF SUCH COMPENSATION IS SUBJECT TO THE DISCRETION OF THE NOMINATING AND GOVERNANCE COMMITTEE OF THE BOARD OF TRUSTEES, OR DELEGATED BY THE NOMINATING AND GOVERNANCE COMMITTEE TO THE PRESIDENT, PROVOST & EXECUTIVE VP, OR EXECUTIVE VP-FINANCE & ADMINISTRATION. SCHEDULE J, PART II David King, MD, is compensated as Chair and Professor of Orthopaedic Surgery, not for his role as Trustee. CYNTHIA A. LIEN, MD, IS COMPENSATED AS CHAIR AND PROFESSOR OF ANESTHESIOLOGY, NOT FOR HER ROLE AS TRUSTEE. JOHN T. NEWSOME, JD, IS COMPENSATED AS SPECIAL ADVISOR, NOT FOR HIS FORMER ROLE AS SENIOR VP-GENERAL COUNSEL AND ASSISTANT SECRETARY. KIMARA ELLEFSON IS COMPENSATED AS NATIONAL DIRECTOR OF STRATEGY AND PARTNERSHIPS, KERN NATIONAL NETWORK FOR FLOURISHING IN MEDICINE, NOT FOR HER FORMER ROLE AS INTERIM VP-HR. A WHEFA SERIES 2008B 391337855 97710BDK5 2008-09-04 67500000 REFUND WHEFA 2004B2 SERIES false false false B WHEFA SERIES 2014A 391337855 000000000 2014-12-16 18450000 REFUND 2004A SERIES/CAP PROJ false false false C WHEFA SERIES 2014B 391337855 000000000 2014-12-16 13930000 REFUND WHEFA 2010 SERIES false false false D WHEFA SERIES 2016 391337855 97712DPV2 2016-05-11 177101039 CONSTR FAC/CAP PROJ/REF 2008A SER false false false A 0 0 67501101 0 0 0 474412 676689 0 0 66350000 0 true false true true B 16305000 0 18452915 0 0 0 234172 0 8923 752153 17457667 0 2015 true false true true C 7680000 0 13930000 0 0 0 178377 0 7200 0 13744423 0 false true true true D 19905000 0 178028867 0 6349729 0 1570242 0 0 100545136 69563760 0 2017 false true true true A false true false true false 0.00092 0.00000 0.00092 false true 0.00081 true true B false true false true false 0.00079 0.00000 0.00079 false false false true C 0 D false true true false true false 0.00179 0.00000 0.00179 false false false true A false false true true true true GOLDMAN SACHS 25.2 false false false 0 false true B false false true true false false 0 false 0 false true C false false false true false false 0 false 0 false true D false false false true false false 0 false 0 false true A true B true C true D true SCHEDULE K, PART I THE SERIES 2016 BONDS WERE ISSUED TO FUND THE CONSTRUCTION OF A PROFESSIONAL OFFICE BUILDING, TO FUND RENOVATION PROJECTS AND TO ADVANCE-REFUND A PORTION OF THE SERIES 2008A BONDS. THE SERIES 2016 BONDS WERE INCLUDED ON TWO FORM 8038'S UPON ISSUANCE. ONE FORM 8038 REPORTED THE NEW AMOUNTS BORROWED AND THE OTHER REPORTED THE REFUNDING OF THE SERIES 2008A BONDS. THE ISSUE PRICE LISTED ON SCHEDULE K, PART I, FOR SERIES 2016 REPRESENTS THE TOTAL ISSUE PRICE REPORTED ON THE TWO FORM 8038'S. IN ADDITION, THE FINAL CUSIP NUMBER LISTED ON SCHEDULE K, PART I, FOR SERIES 2016 REPRESENTS THE LATEST OF THE CUSIP NUMBERS REPORTED ON THE TWO FORM 8038'S. THE CUSIP NUMBER REPORTED ON THE OTHER FORM 8038 IS 97712DPS9. THE SERIES 2022 BONDS WERE ISSUED TO FUND THE CONSTRUCTION OF A CANCER RESEARCH BUILDING, TO FUND RENOVATION PROJECTS AND TO REFUND THE REMAINING PORTION OF THE SERIES 2008A BONDS. SCHEDULE K, PART II, LINE 3 DIFFERENCES BETWEEN THE ISSUE PRICE AND THE TOTAL PROCEEDS OF THE BOND ISSUE FOR SERIES 2008B, SERIES 2014A, SERIES 2016, SERIES 2018, AND SERIES 2022 RELATE TO INVESTMENT EARNINGS ON CONSTRUCTION AND ISSUANCE COST RESERVE FUNDS. SCHEDULE K, PART III Part III of Schedule K was prepared to account for funds used for new projects (post-December 31, 2002) of each bond issue and does not include any portion which refunded pre-December 31, 2002 bond issues. Schedule K, Part III, LINES 3B & 3D MCW utilizes internal counsel to review its management contracts, service contracts and research agreements relating to financed assets. SCHEDULE K, PART IV, LINE 2C, GROUP 1 COLUMN A - A REBATE COMPUTATION WAS PERFORMED ON 10/24/2023. COLUMN B - A REBATE COMPUTATION WAS PERFORMED ON 1/23/2020. COLUMN C - A REBATE COMPUTATION WAS PERFORMED ON 1/24/2020. COLUMN D - A REBATE COMPUTATION WAS PERFORMED ON 5/27/2021. SCHEDULE K, PART IV, LINE 2C, GROUP 2 COLUMN A - A REBATE COMPUTATION WAS PERFORMED ON 9/29/2023. A WHEFA SERIES 2018 391337855 000000000 2018-09-06 55000000 RENOV CAPITAL PROJECTS AND EQUIP false false false B WHEFA SERIES 2022 391337855 97712JER0 2022-02-03 193207398 CONSTR FAC/CAP PROJ/REF 2008A SER false false false A 12615000 0 55860694 0 1419120 0 277007 0 0 54164567 0 0 2022 false false true true B 0 0 198892602 0 13735416 0 0 0 0 85331521 4305317 95520348 true false false true A false false true false true false 0.00255 0.00000 0.00255 false false false true B false false false true false 0.00007 0.00000 0.00007 false false false true A false false false true false false 0 false 0 false true B false true true false false false 0 false 0 false true A true B true CASEY M CALKINS MD SPOUSE OF TRUSTEE 885266 PROFESSOR-PEDIATRIC SURGERY false KAREN J MACKINNON RPH SPOUSE OF OFFICER 177877 ASSISTANT PROFESSOR-PHARMACY false MELISSA L MARGOLIS CHILD OF KEY EMPLOYEE 124199 PHYSICIAN ASSISTANT false X 19 2347813 Selling price X Medical Kit 2 370 Cost/Selling price X Sports Tickets 1 1368 Cost/Selling price X Pharmaceuticals 1 29900 Cost/Selling price X Training Equipment 1 674833 Cost/Selling price 1 false true false Schedule M, Part I, Column (B) The amounts listed in Column (B) for all property types represent total number of contributions received, not individual items contributed. FORM 990, PART I & III, LINE 1 - CONTINUED SCIENTISTS, PHARMACISTS, AND HEALTH PROFESSIONALS; MCW DISCOVERS AND TRANSLATES NEW KNOWLEDGE IN THE BIOMEDICAL AND HEALTH SCIENCES; MCW PROVIDES CUTTING EDGE, COLLABORATIVE PATIENT CARE OF THE HIGHEST QUALITY; AND MCW IMPROVES THE HEALTH OF THE COMMUNITIES IT SERVES. FORM 990, PART III, LINE 4A - CONTINUED Additionally, scientists are engaged in postdoctoral research fellowship training through the MCW School of Graduate Studies and more than 49,000 physicians and other health professionals participate in Continuing Medical Education-accredited activities offered annually. The MCW School of Medicine, with campuses in Milwaukee, Green Bay and Central Wisconsin, provides an innovative, rigorous and immersive curriculum to produce competent, well-rounded clinicians who are prepared to practice in the future healthcare environment. The MCW School of Pharmacy is preparing the next generation of pharmacists to engage in team-based, patient-centered care in a multitude of practice settings by training in advanced practice skills and providing extensive exposure to a variety of clinical settings and world-class research activities. FORM 990, PART III, LINE 4B - CONTINUED MCW's research enterprise is focused on strategic, prioritized areas of research involving interdisciplinary collaboration among scientists and physicians with the goal of rapidly translating discoveries into advances for patient care. MCW scientists lead biomedical and population health advancements through laboratory research, clinical trials and community engaged research. MCW faculty conducted approximately 3,800 research studies, including clinical trials, and reported 49 new discoveries and inventions to MCW's Office of Technology Development. The portfolio includes 378 active technologies covered by more than 505 pending and issued U.S. and foreign patents. FORM 990, PART III, LINE 4C - CONTINUED MCW providers, physician assistants, nurse practitioners and other health care practitioners care for more than 509,000 patients, representing approximately 4.8 million patient visits annually. MCW has a policy of providing health care services without charge, or at amounts less than established rates, to patients who are unable to pay and who meet certain eligibility criteria established in MCW's community care policy. In fiscal year 2024, the estimated direct and indirect costs incurred by MCW to provide services under MCW's community care policy were $7.6 million. MCW physicians and practitioners provide patient care at three major affiliate locations - Froedtert & MCW regional health network facilities in partnership with Froedtert THEDACARE Health, Children's Wisconsin facilities, and the Clement J. Zablocki VA Medical Center - and many other hospitals and clinics throughout Wisconsin. FORM 990, PART III, LINE 4D Community Engagement - MCW's Community Engagement mission focuses on building productive partnerships between MCW and communities across Wisconsin and beyond. Through these partnerships, MCW and its community collaborators work together to have a greater impact on addressing Wisconsin's critical health needs. MCW faculty and staff are engaged in more than 3,800 community engagement activities, involving over 600 community partners, groups, and organizations, to advance the health of people and communities throughout metro Milwaukee and Wisconsin. FORM 990, PART VI, LINE 1A MCW'S BOARD OF TRUSTEES CONTAINS AN EXECUTIVE COMMITTEE WHICH IS ELECTED BY THE BOARD AND CONSISTS OF THE CHAIR, PRESIDENT, SECRETARY, TREASURER, THE CHAIRS OF THE OTHER BOARD COMMITTEES, THE IMMEDIATE PAST CHAIR, THE VICE CHAIR AND AT-LARGE MEMBERS OF THE BOARD SO ELECTED. THE EXECUTIVE COMMITTEE HAS AND MAY EXERCISE, WHEN THE BOARD OF TRUSTEES IS NOT IN SESSION, ALL THE POWERS OF THE BOARD IN THE MANAGEMENT OF THE BUSINESS AND AFFAIRS OF MCW. FORM 990, PART VI, LINE 2 1) LINDA G. GORENS-LEVEY AND DAVID LUBAR, TRUSTEES - BUSINESS RELATIONSHIP 2) GREGORY S. MARCUS AND AUSTIN RAMIREZ, TRUSTEES - BUSINESS RELATIONSHIP FORM 990, PART VI, SECTION A, LINE 4 SIGNIFICANT CHANGES TO THE BYLAWS MADE SINCE THE PRIOR FORM 990 WAS FILED ARE AS FOLLOWS: ONE OF THE ELECTED TRUSTEES, REFERRED TO AS THE CLINICAL FACULTY REPRESENTATIVE, SHALL BE A MEMBER OF THE CLINICAL FACULTY OF MCW. THIS IS IN ADDITION TO THE EXISTING ELECTED FACULTY TRUSTEE WHO IS REFERRED TO AS THE FACULTY REPRESENTATIVE AT LARGE. THE COMPOSITION OF THE MEMBERS OF THE AUDIT COMMITTEE SHALL INCLUDE AT LEAST ONE TRUSTEE WHO IS A FINANCIAL EXPERT. FORM 990, PART VI, LINE 7A TWO OF THE TRUSTEES OF MCW ARE APPOINTED BY THE GOVERNOR OF THE STATE OF WISCONSIN, AFTER THE ADVICE AND CONSENT OF THE STATE SENATE. THE PRESIDENT AND CHIEF EXECUTIVE OFFICER OF CHILDREN'S HOSPITAL AND HEALTH SYSTEM, INC., SERVES AS TRUSTEE OF MCW AS LONG AS S/HE REMAINS IN OFFICE. THE BALANCE OF THE TRUSTEES ARE ELECTED BY MAJORITY VOTE OF THE TRUSTEES THEN IN OFFICE. FORM 990, PART VI, LINE 11B THE FORM 990 WAS PREPARED WITH THE ASSISTANCE OF PWC US TAX LLP, MCW'S EXTERNAL TAX PREPARERS, AND A FINAL DRAFT WAS REVIEWED BY THE VP OF FINANCE & TREASURY AND THE CHIEF FINANCIAL OFFICER. AN OVERVIEW OF THE FINAL DRAFT OF FORM 990 WAS PRESENTED TO THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES BY PWC US TAX LLP AND SENIOR MANAGEMENT. A FINAL COPY OF FORM 990 WAS PROVIDED TO THE ENTIRE BOARD OF TRUSTEES PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, LINE 12C MCW HAS A CONFLICT OF INTEREST POLICY WHICH REQUIRES EMPLOYEES AND BOARD MEMBERS TO REPORT ANNUALLY ON CONFLICTS OF INTEREST FOR THEMSELVES AND FAMILY MEMBERS. EMPLOYEE DISCLOSURE FORMS ARE REVIEWED BY THE CORPORATE COMPLIANCE OFFICE. IN ADDITION, IF THERE IS A POTENTIAL CONFLICT DURING THE YEAR, THE EMPLOYEE MUST SUBMIT A WRITTEN REQUEST FOR APPROVAL TO THE CORPORATE COMPLIANCE OFFICE PRIOR TO UNDERTAKING THE ACTIVITY. THE CORPORATE COMPLIANCE OFFICE DETERMINES IF THE ACTIVITY COMPLIES WITH MCW POLICIES AND/OR WHETHER A POTENTIAL CONFLICT OF INTEREST EXISTS. DURING REVIEW OF THE PROPOSED ACTIVITY, THE CORPORATE COMPLIANCE OFFICE MAY SEEK GUIDANCE FROM EXECUTIVE LEADERSHIP OR THE GENERAL COUNSEL'S OFFICE AS DEEMED NECESSARY. WRITTEN APPROVAL OR DISAPPROVAL IS THEN PROVIDED. MCW'S GENERAL COUNSEL AND THE NOMINATING AND GOVERNANCE COMMITTEE OF THE BOARD OF TRUSTEES MAY REVIEW THE DISCLOSURE FORMS IF THEY RELATE TO A BOARD MEMBER. DISCLOSED CONFLICTS BECOME A MATTER OF BOARD RECORD THROUGH THE ANNUAL DISCLOSURE FORM. ANY CONFLICTS ALSO MUST BE DISCLOSED WHEN THE INTEREST BECOMES A MATTER OF BOARD OR BOARD COMMITTEE ACTION. IF A CONFLICT OF INTEREST ARISES FOR A MEMBER OF THE BOARD OF TRUSTEES WHILE THE BOARD OR ITS COMMITTEES ARE CONSIDERING, AUTHORIZING, OR RATIFYING A CONTRACT OR OTHER MATTER, THE BOARD MEMBER MUST EXCLUDE HIMSELF/HERSELF FROM THE DELIBERATIONS AND VOTE AND THE MINUTES OF THE MEETING MUST REFLECT THAT A DISCLOSURE WAS MADE, THE ABSTENTION FROM VOTING, AND THE DETERMINATION THAT THE PROPOSED CONTRACT OR TRANSACTION IS FAIR AND REASONABLE TO MCW. FORM 990, PART VI, LINES 15A & 15B As delegated by the Board of Trustees, the Nominating and Governance Committee of the Board of Trustees annually reviews and approves the compensation for, and transactions with, the President and CEO and certain officers. The Nominating and Governance Committee's oversight role includes, but is not limited to, establishing and reviewing MCW executive compensation philosophy and strategy, evaluating the performance of the President, accepting the President's performance evaluations of certain officers, determining compensation levels based on these performance reviews, receiving reports from outside advisors to provide objective and impartial compensation data and to express an opinion on total compensation reasonableness, and approving the charters of MCW's committees charged with reviewing compensation. Approval of compensation decisions for the President and certain officers is documented in the minutes of the Nominating and Governance Committee and reported to the Board of Trustees. Compensation decisions for all other officers and key employees are delegated to and reviewed and approved annually by the MCW Institutional Compensation Committee or its Executive Committee based on performance assessment and budgetary guidelines, utilizing external compensation data from various sources to evaluate comparability to market compensation trends. In the event of any conflict of interest, the review is referred to the Nominating and Governance Committee for consideration. Approval of compensation decisions and recommendations is documented in the minutes of the respective committees. FORM 990, PART VI, LINE 19 MCW DOES NOT MAKE ITS GOVERNING DOCUMENTS OR CONFLICT OF INTEREST POLICY AVAILABLE TO THE GENERAL PUBLIC. FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC THROUGH POSTING ON MCW'S WEBSITE. FORM 990, PART VII, SECTION A M. Aileen Shinaman, JD, was appointed Senior VP-General Counsel and Assistant Secretary effective 7/1/23. Nathan Berken served as Interim VP of Government and Community Relations until 10/1/23 when he was appointed VP of Government Relations. Ravindra P. Misra, PhD, held the position of Dean, School of Graduate Studies until 1/31/24. After this date, he continues to serve as Associate Provost and Professor of Biochemistry. Daisy Sahoo, PhD, served as Professor and Vice Chair for Research in the Department of Medicine, with secondary faculty appointments in the Departments of Biochemistry and Pharmacology & Toxicology until 1/31/24. She was appointed Dean, School of Graduate Studies effective 2/1/24. Jason E. Kraiss served as Interim VP of Institutional Advancement until 2/1/24 when he was named VP of Institutional Advancement and Chief Development Officer. David King, MD, is compensated as Chair and Professor of Orthopaedic Surgery, not for his role as Trustee. Cynthia A. Lien, MD, is compensated as Chair and Professor of Anesthesiology, not for her role as Trustee. John T. Newsome, JD, is compensated as Special Advisor, not for his former role as Senior VP-General Counsel and Assistant Secretary. Kimara Ellefson is compensated as National Director of Strategy and Partnerships, Kern National Network for Flourishing in Medicine, not for her former role as Interim VP-HR. JOSEPH E. KERSCHNER, MD; DAVID A. MARGOLIS, MD; AND MICHAEL EDWARD MITCHELL, MD; are compensated for both their academic role at MCW and their physician role at Children's Specialty Group, Inc. (CSG), a related organization. Work hours related to their role at MCW are reflected above the dotted line and work hours related to CSG are reflected below the dotted line. MCW uses a standard 40 hour work week as a representation of a full-time employee. FORM 990, PART XI, LINE 9 CHANGE IN FAIR VALUE OF INTEREST RATE SWAP: $1,110,266 CHANGE IN FAIR VALUE OF CHARITABLE TRUSTS: $274,515 INTERCOMPANY TRANSFER: ($995,717) TOTAL: $389,064 MCW SPECIALISTS LLC 8701 WATERTOWN PLANK RD MILWAUKEE WI 53226 815310239 SUPPORT SERV WI 0 0 MCW Children's Specialty Group Inc 999 North 92nd St STE C740 Milwaukee WI 53226 391990012 Pediatrics WI 501(c)(3) 12a-I NA false MCW Affiliated Hospitals Inc 8701 Watertown Plank Rd Milwaukee WI 53226 391341366 GRAD MED EDUC WI 501(C)(3) 12a-I NA false FORENSIC SCIENCE & PROT MED COLLAB INC 8701 WATERTOWN PLANK RD MILWAUKEE WI 53226 921417742 FACILITY DEV WI 501(C)(3) 12c-III N/A false Children's Hlth Network of WI LLC 8701 Watertown Plank Rd Milwaukee WI 53226 Health Care WI NA Related 0 0 false 0 true 0.50000 Drexel Town Sq Surg Center LLC 9200 W Wisconsin Avenue Milwaukee WI 53226 814904300 Surgery Center WI Froed Hlth ASC Related -146138 1644122 false 0 true 0.49000 FMLH MCW Real Estate Ventures LLC 9200 W Wisconsin Avenue Milwaukee WI 53226 260629591 Real Estate WI NA Related 560602 12414171 false 0 true 0.50000 Froedtert & MCW ACO LLC 8710 Watertown Plank Rd Milwaukee WI 53226 833159534 Health Care WI NA Related 661 360020 false 0 true 0.50000 Froedtert & MCW Network LLC 9200 W Wisconsin Avenue Milwaukee WI 53226 814382585 Health Care WI NA Related 2250629 19740049 false 0 true 0.50000 Froedtert Surgery Center LLC 9200 W Wisconsin Avenue Milwaukee WI 53226 201499345 Surgery Center WI Froed Hlth ASC Related 3606726 9328824 false 0 true 0.49000 Menomonee Falls ASC LLC W180 N8045 Town Hall Road Menomonee Falls WI 53051 391745697 Surgery Center WI Froed Hlth ASC Related -63391 1209622 false 0 true 0.49000 MRMC Land Bank LLC 8700 Watertown Plank Rd Wauwatosa WI 53226 850519151 Real Estate WI NA Related 7609 3943343 false 0 true 0.33333 ThriveOn King LLC 8701 Watertown Plank Rd Milwaukee WI 53226 992406599 Bldg Leasing WI NA Related -257559 9962214 false 0 true 0.50000 West Bend Surgery Center LLC 3200 Pleasant Valley Rd West Bend WI 53095 391954169 Surgery Center WI Froed Hlth ASC Related 864034 8803044 false 0 true 0.49000 Blue & Green I Condo Association Inc 8701 Watertown Plank Rd Milwaukee WI 53226 262355106 Building Mgmt WI MCW C Corp 0 0 0.69000 true MCW Prof Liability Insurance Program 8701 Watertown Plank Rd Milwaukee WI 53226 396484662 INSURANCE WI MCW Trust 1214736 12570508 1.00000 true MCW CONSORTIUM ON PUBLIC & COMM HLTH INC 8701 WATERTOWN PLANK RD MILWAUKEE WI 53226 AHW OVERSIGHT WI MCW C CORP 0 0 0.89000 true CHARITABLE REMAINDER TRUST (1) SUPPORT WI MCW TRUST true false true false false false false false false false true false true true true false true true true true MCW Prof Liability Insurance Program Q 3071023 CASH BASIS MCW Prof Liability Insurance Program R 995717 CASH BASIS