FURP.ORG / PUBLIC DATA EXPLORER

MIDWESTERN UNIVERSITY: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
MIDWESTERN UNIVERSITY (EIN 36-3377698)
Tax period
2018-07-01 to 2019-06-30
Filed
2020-05-09
IRS object ID
202041309349300614
Schema version
2018v3.1
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)
Return2020-05-09T13:30:04-05:00ReturnTs
Tax Period End2019-06-30TaxPeriodEndDt

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 Begin2018-07-01TaxPeriodBeginDt

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
Phone6305157145PhoneNum

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKATHLEEN H GOEPPINGER PHDPersonNm
Person TitlePRESIDENT & CEOPersonTitleTxt
Signature2020-05-09SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonNicole BencikPreparerPersonNm
PTINP00756195PTIN
Phone3128997000PhoneNum
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-09-23 17:36:50ZBuildTS

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$1,172,578,621GrossReceiptsAmt
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 Body16VotingMembersGoverningBodyCnt
Voting Members Independent14VotingMembersIndependentCnt
Total Employee4048TotalEmployeeCnt
Total Volunteers3052TotalVolunteersCnt
Total Gross UBI$23,517TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$6,360,319PYContributionsGrantsAmt
CY Contributions Grants$4,745,623CYContributionsGrantsAmt
PY Program Service Revenue$438,818,744PYProgramServiceRevenueAmt
CY Program Service Revenue$456,730,984CYProgramServiceRevenueAmt
PY Investment Income$16,555,381PYInvestmentIncomeAmt
CY Investment Income$17,284,094CYInvestmentIncomeAmt
PY Other Revenue$2,980,382PYOtherRevenueAmt
CY Other Revenue$2,891,388CYOtherRevenueAmt
PY Total Revenue$464,714,826PYTotalRevenueAmt
CY Total Revenue$481,652,089CYTotalRevenueAmt
PY Grants And Similar Paid$2,297,652PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$2,470,254CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$215,691,207PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$235,100,738CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$741,491CYTotalFundraisingExpenseAmt
PY Other Expenses$126,253,196PYOtherExpensesAmt
CY Other Expenses$126,946,785CYOtherExpensesAmt
PY Total Expenses$344,242,055PYTotalExpensesAmt
CY Total Expenses$364,517,777CYTotalExpensesAmt
PY Revenues Less Expenses$120,472,771PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$117,134,312CYRevenuesLessExpensesAmt
Total Assets BOY$1,422,394,557TotalAssetsBOYAmt
Total Assets EOY$1,548,970,427TotalAssetsEOYAmt
Total Liabilities BOY$402,476,063TotalLiabilitiesBOYAmt
Total Liabilities EOY$422,556,393TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,019,918,494NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,126,414,034NetAssetsOrFundBalancesEOYAmt
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$343,685,763ExpenseAmt
Grant$2,470,254GrantAmt
Revenue$459,001,724RevenueAmt
DescDESCRIPTION OF PROGRAM SERVICE ACCOMPLISHMENTS DURING THE FISCAL YEAR ENDED JUNE 30, 2019, MIDWESTERN UNIVERSITY PROVIDED HEALTH SCIENCES EDUCATION SERVICES TO APPROXIMATELY 6,841 PRE-DOCTORAL STUDENTS AND 104 POST-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 THE MIDWESTERN UNIVERSITY MULTISPECIALTY CLINICS OPERATED AT THE ARIZONA AND ILLINOIS CAMPUSES INCLUDE DENTAL INSTITUTES, EYE INSTITUTES, FAMILY MEDICINE PRACTICES, COMPANION ANIMAL CLINIC AT THE ANIMAL HEALTH INSTITUTE, SPEECH-LANGUAGE INSTITUTES, A PHYSICAL THERAPY INSTITUTE AND OTHER HEALTH SERVICES 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, 2019, MWU PATIENTS PAID $22,175,000 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, 2019 WERE $1,486,000 AT STATED PATIENT SERVICE CHARGES. HAD MWU CHARGED USUAL AND CUSTOMARY FEES, THE VALUE OF THE DISCOUNTS WOULD HAVE BEEN $2,982,000.Desc
Total Program Service Expenses$343,685,763TotalProgramServiceExpensesAmt
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
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
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 OrganizationsfalseGrantsToOrganizationsInd
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 With Officer EntYes (true)BusinessRlnWithOfficerEntInd
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 Document9432IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee4048EmployeeCnt
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 OfYes (true)Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members16GoverningBodyVotingMembersCnt
Independent Voting Member14IndependentVotingMemberCnt
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 Line1DEAN MALONEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6305157145PhoneNum

US Address USAddress

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

Form990 Part VII Section A Form990PartVIISectionAGrp (34 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
KATHLEEN H GOEPPINGER PHD
PRESIDENT/CEO/TRUSTEE40.01.3Yes (X)Yes (X)$2,268,672$0$219,687
MARILYN KENT TAPAJNA
TRUSTEE APPOINTED TO THE BOARD 12/4/20181.00.0Yes (X)$0$0$0
RONALD D TUCKER
TRUSTEE1.00.0Yes (X)$0$0$0
Sr ANNE C LEONARD
CHAIRPERSON/TRUSTEE1.00.0Yes (X)$0$0$0
JANET R BOLTON CFP CIMA
VICE CHAIRPERSON/TRUSTEE1.00.0Yes (X)$0$0$0
GERRIT A VAN HUISSTEDE
SECRETARY/TREASURER/TRUSTEE1.00.5Yes (X)$0$0$0
WILLIAM D ANDREWS
TRUSTEE - through 8/3/20181.00.5Yes (X)$0$0$0
JEAN L BAXTER JD
TRUSTEE1.00.5Yes (X)$0$0$0
MICHAEL J BLEND PHD DO
TRUSTEE1.00.0Yes (X)$0$0$0
STEVEN R CHANEN
TRUSTEE1.00.0Yes (X)$0$0$0
WARREN B GRAYSON
TRUSTEE1.00.5Yes (X)$0$0$0
GRETCHEN R HANNAN
TRUSTEE - through 10/4/20181.00.0Yes (X)$0$0$0
KENNETH R HERLIN
TRUSTEE1.00.1Yes (X)$0$0$0
MICHAEL P KAMRADT
TRUSTEE1.00.0Yes (X)$0$0$0
JOHN LADOWICZ
TRUSTEE1.00.1Yes (X)$0$0$0
KEVIN D LEAHY
TRUSTEE1.00.0Yes (X)$0$0$0
MADELINE R LEWIS DO
TRUSTEE1.00.0Yes (X)$0$0$0
BARBARA J RALSTON
TRUSTEE1.00.0Yes (X)$0$0$0
ELAINE M SCRUGGS
TRUSTEE - THROUGH 12/4/20181.00.0Yes (X)$0$0$0
ARTHUR G DOBBELAERE PHD
ASSISTANT SECRETARY/COO/EXECUTIVE VP - through 9/4/201840.01.3Yes (X)$1,104,531$0$31,779
GREGORY J GAUS
ASSISTANT TREASURER/CFO/SENIOR VP40.01.3Yes (X)$940,481$0$52,828
DEAN P MALONE
VP FINANCE40.01.3Yes (X)$513,647$0$59,396
KAREN D JOHNSON PHD
VP UNIVERSITY RELATIONS40.00.0Yes (X)$482,315$0$41,188
MARY LEE PHARM D
VP/CAO PHARMACY/HEALTH40.00.0Yes (X)$602,118$0$51,710
DENNIS PAULSON PHD
VP CAO MEDICINE AND DENTAL40.00.0Yes (X)$641,717$0$60,278
ANGELA MARTY MS
VP HUMAN RESOURCES AND ADMIN40.00.0Yes (X)$390,927$0$57,361
KATHLEEN N PLAYER EDD
VP CAO HEALTH SCIENCES40.00.0Yes (X)$578,847$0$51,649
THERESA W FOSSUM PHD DVM
VP & DEAN OF MEDICINE40.00.0Yes (X)$427,179$0$59,829
BARBARA L MCCLOUD ESQ
VP & GENERAL COUNSEL40.00.0Yes (X)$534,418$0$41,911
LORI A KEMPER DO
DEAN OF MEDICINE40.00.0$545,963$0$59,618Yes (X)
KAREN J NICHOLS DO
DEAN OF MEDICINE40.00.0$524,716$0$26,726Yes (X)
THOMAS A BOYLE DO
DEAN POSTDOCTORAL EDUCATION40.00.0$504,600$0$59,580Yes (X)
PAUL B SMITH DDS
DEAN DENTAL MEDICINE40.00.0$468,027$0$59,711Yes (X)
KYLE RAMSEY PHD
DEAN COLLEGE OF GRADUATE STUDIES40.00.0$453,258$0$59,386Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$10,981,416TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$992,637TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K534IndivRcvdGreaterThan100KCnt
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$17,764,260
METRO CLEANING COMPANY
8349 W DESERT SPOONPeoriaAZ85383JANITORIAL SERVICES$2,647,555
DWL Architects Planners Inc
2333 N Central AvePhoenixIL85004Architectural$1,837,550
Building Services of America
10216 Werch DriveWoodridgeIL60517Janitorial Services$1,316,390
EBSCO
10 Estes StreetIpswichMA01938E-Library Services$1,014,151
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K83CntrctRcvdGreaterThan100KCnt
Info In Schedule O Part VIIIYes (X)InfoInScheduleOPartVIIIInd
Fundraising$234,389FundraisingAmt
Government Grants$2,226,476GovernmentGrantsAmt
All Other Contributions$2,284,758AllOtherContributionsAmt
Noncash Contributions$64,209NoncashContributionsAmt
Total Contributions$4,745,623TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
TUITION & FEES611310$411,100,382$411,100,382
POST-DOCTORATE PROGRAM611310$12,236,344$12,236,344
CLINICAL REVENUE621400$28,323,383$28,323,383
STUDENT HOUSING721310$5,070,875$5,070,875

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$456,730,984TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$14,340,203TotalRevenueColumnAmt
Unrelated Business Revenue$23,517UnrelatedBusinessRevenueAmt
Exclusion$14,316,686ExclusionAmt

Rental Income Or Loss RentalIncomeOrLossGrp

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

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$693,672,718SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$690,728,827SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$2,943,891SecuritiesAmt
Other$0OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,943,891TotalRevenueColumnAmt
Exclusion$2,943,891ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$62,175FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$234,389ContriRptFundraisingEventAmt
Fundraising Direct Expenses$197,705FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$135,530TotalRevenueColumnAmt
Exclusion-$135,530ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
CO-FUNDED FACULTY561499$1,076,213$1,076,213
STUDENT LOAN INTEREST561499$669,528$669,528
FOOD SERVICES561499$207,733$207,733

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,073,444TotalRevenueColumnAmt
Related Or Exempt Func Income$317,266RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$756,178ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$3,026,918OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$481,652,089TotalRevenueColumnAmt
Related Or Exempt Func Income$459,001,724RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$23,517UnrelatedBusinessRevenueAmt
Exclusion$17,881,225ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$12,775TotalAmt
Program Services$12,775ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$2,457,479TotalAmt
Program Services$2,457,479ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$7,123,037TotalAmt
Program Services$3,526,213ProgramServicesAmt
Management And General$3,596,824ManagementAndGeneralAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$36,019TotalAmt
Management And General$36,019ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$179,812,969TotalAmt
Program Services$174,000,696ProgramServicesAmt
Management And General$5,515,844ManagementAndGeneralAmt
Fundraising$296,429FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$14,240,623TotalAmt
Program Services$13,584,361ProgramServicesAmt
Management And General$635,047ManagementAndGeneralAmt
Fundraising$21,215FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$22,028,470TotalAmt
Program Services$21,036,046ProgramServicesAmt
Management And General$960,037ManagementAndGeneralAmt
Fundraising$32,387FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$11,859,620TotalAmt
Program Services$11,266,153ProgramServicesAmt
Management And General$574,652ManagementAndGeneralAmt
Fundraising$18,815FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$448,317TotalAmt
Program Services$297,056ProgramServicesAmt
Management And General$151,261ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$585,050TotalAmt
Program Services$67,550ProgramServicesAmt
Management And General$517,500ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$258,983TotalAmt
Management And General$258,983ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$832,759TotalAmt
Program Services$163,026ProgramServicesAmt
Management And General$669,733ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$12,360,911TotalAmt
Program Services$11,154,505ProgramServicesAmt
Management And General$1,102,506ManagementAndGeneralAmt
Fundraising$103,900FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$743,067TotalAmt
Program Services$537,933ProgramServicesAmt
Management And General$130,944ManagementAndGeneralAmt
Fundraising$74,190FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$21,338,217TotalAmt
Program Services$19,695,688ProgramServicesAmt
Management And General$1,608,502ManagementAndGeneralAmt
Fundraising$34,027FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$1,754,010TotalAmt
Program Services$1,709,801ProgramServicesAmt
Management And General$44,209ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$6,746,748TotalAmt
Program Services$6,643,940ProgramServicesAmt
Management And General$102,808ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,360,031TotalAmt
Program Services$1,154,358ProgramServicesAmt
Management And General$202,048ManagementAndGeneralAmt
Fundraising$3,625FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,830,758TotalAmt
Program Services$1,811,001ProgramServicesAmt
Management And General$18,647ManagementAndGeneralAmt
Fundraising$1,110FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$9,671,115TotalAmt
Program Services$9,314,221ProgramServicesAmt
Management And General$356,894ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$38,235,124TotalAmt
Program Services$37,398,715ProgramServicesAmt
Management And General$836,409ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$2,686,338TotalAmt
Program Services$1,460,223ProgramServicesAmt
Management And General$1,222,955ManagementAndGeneralAmt
Fundraising$3,160FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
CLINICAL FACULTY SERVICES$7,271,209$7,271,209
STUDENT HOUSING EXPENSE$6,178,448$6,178,448
EDUCATION EXPENSE$1,923,769$1,893,233$30,536
BOOKS & PERIODICALS$2,349,947$2,347,550$2,397

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$10,371,984TotalAmt
Program Services$8,703,583ProgramServicesAmt
Management And General$1,515,768ManagementAndGeneralAmt
Fundraising$152,633FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$364,517,777TotalAmt
Program Services$343,685,763ProgramServicesAmt
Management And General$20,090,523ManagementAndGeneralAmt
Fundraising$741,491FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$390,266,553BOYAmt
EOY$484,363,309EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$282,495BOYAmt
EOY$315,070EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$6,974,911BOYAmt
EOY$7,306,375EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

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

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$1,554,468BOYAmt
EOY$1,873,559EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$3,811,589BOYAmt
EOY$4,303,679EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,073,286,196LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$338,619,312LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$721,571,173BOYAmt
EOY$734,666,884EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$225,330,025BOYAmt
EOY$239,705,749EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$20,280,964BOYAmt
EOY$26,638,817EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$33,435,984BOYAmt
EOY$35,296,445EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$18,886,395BOYAmt
EOY$14,500,540EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,422,394,557BOYAmt
EOY$1,548,970,427EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$42,092,546BOYAmt
EOY$55,367,871EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$3,510,972BOYAmt
EOY$4,215,985EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$51,183,780BOYAmt
EOY$54,282,643EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$256,564,035BOYAmt
EOY$248,109,749EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$49,124,730BOYAmt
EOY$60,580,145EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$402,476,063BOYAmt
EOY$422,556,393EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,004,027,890BOYAmt
EOY$1,109,530,634EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$9,437,972BOYAmt
EOY$10,242,752EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$6,452,632BOYAmt
EOY$6,640,648EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,019,918,494BOYAmt
EOY$1,126,414,034EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,422,394,557BOYAmt
EOY$1,548,970,427EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$117,134,312ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$357,689NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$10,281,083OtherChangesInNetAssetsAmt
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$4,730,183CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6,551,796CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,588,364CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$6,360,319CurrentTaxYearMinus1YearAmt
Current Tax Year$4,745,623CurrentTaxYearAmt
Total$27,976,285TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,730,183CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6,551,796CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,588,364CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$6,360,319CurrentTaxYearMinus1YearAmt
Current Tax Year$4,745,623CurrentTaxYearAmt
Total$27,976,285TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$0SubstantialContributorsTotAmt
Public Support Total170$27,976,285PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,466,598CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,137,639CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,615,902CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$8,251,863CurrentTaxYearMinus1YearAmt
Current Tax Year$14,340,203CurrentTaxYearAmt
Total$35,812,205TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,759CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$4,759TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,406,523CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years-$1,123,054CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,747,373CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,073,264CurrentTaxYearMinus1YearAmt
Current Tax Year$3,026,918CurrentTaxYearAmt
Total$9,131,024TotalAmt
FieldValueIRS element (for citing)
Total Support$72,924,273TotalSupportAmt
Gross Receipts Rltd Activities$2,023,658,855GrossReceiptsRltdActivitiesAmt
Public Support CY1700.3836PublicSupportCY170Pct
Public Support PY1700.4185PublicSupportPY170Pct
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 - CO-FUNDED FACULTY, COLUMN A - 827980.0, COLUMN B - 772309.0, COLUMN C - 1042416.0, COLUMN D - 1101578.0, COLUMN E - 1076213.0, COLUMN F - 4820496.0; DESCRIPTION - STUDENT LOAN INTEREST, COLUMN A - 323673.0, COLUMN B - 371677.0, COLUMN C - 509684.0, COLUMN D - 648918.0, COLUMN E - 669528.0, COLUMN F - 2523480.0; DESCRIPTION - FOOD SERVICES, COLUMN A - 232859.0, COLUMN B - 234806.0, COLUMN C - 201209.0, COLUMN D - 212714.0, COLUMN E - 207733.0, COLUMN F - 1089321.0; DESCRIPTION - BOOKSTORE REVENUE, COLUMN A - 24795.0, COLUMN B - 14163.0, COLUMN C - 7631.0, COLUMN D - 20415.0, COLUMN E - 14048.0, COLUMN F - 81052.0; DESCRIPTION - WASHING MACHINE REVENUE, COLUMN A - 26330.0, COLUMN B - 17916.0, COLUMN C - 18346.0, COLUMN D - 15749.0, COLUMN E - 14474.0, COLUMN F - 92815.0; DESCRIPTION - CAMPUS RENTAL, COLUMN A - 9200.0, COLUMN B - 9200.0, COLUMN C - 17950.0, COLUMN D - 37638.0, COLUMN E - 35450.0, COLUMN F - 109438.0; DESCRIPTION - MISCELLANEOUS REVENUE, COLUMN A - 329517.0, COLUMN B - 566369.0, COLUMN C - 345618.0, COLUMN D - 348792.0, COLUMN E - 292356.0, COLUMN F - 1882652.0; DESCRIPTION - CREDIT CARD FEE REVENUE SHARE, COLUMN A - 0.0, COLUMN B - 51501.0, COLUMN C - 133069.0, COLUMN D - 164072.0, COLUMN E - 173788.0, COLUMN F - 522430.0; DESCRIPTION - MISC STUDENT FEES, COLUMN A - 187067.0, COLUMN B - 214200.0, COLUMN C - 127318.0, COLUMN D - 153048.0, COLUMN E - 110683.0, COLUMN F - 792316.0; DESCRIPTION - CONTINUING MEDICAL EDUCATION REVENUE, COLUMN A - 3690.0, COLUMN B - 49447.0, COLUMN C - 119309.0, COLUMN D - 144913.0, COLUMN E - 180690.0, COLUMN F - 498049.0; DESCRIPTION - STUDENT ACTIVITIES, COLUMN A - 11097.0, COLUMN B - 11165.0, COLUMN C - 11366.0, COLUMN D - 9640.0, COLUMN E - 6170.0, COLUMN F - 49438.0; DESCRIPTION - ALUMNI ASSOCIATION DUES, COLUMN A - 4225.0, COLUMN B - 10425.0, COLUMN C - 3350.0, COLUMN D - 35007.0, COLUMN E - 30616.0, COLUMN F - 83623.0; DESCRIPTION - LIBRARY SERVICES, COLUMN A - 88804.0, COLUMN B - 77804.0, COLUMN C - 75383.0, COLUMN D - 66230.0, COLUMN E - 57635.0, COLUMN F - 365856.0; DESCRIPTION - LATE CHARGES, COLUMN A - 9774.0, COLUMN B - 8202.0, COLUMN C - 13523.0, COLUMN D - 8937.0, COLUMN E - 13479.0, COLUMN F - 53915.0; DESCRIPTION - CONVENIENCE CHARGE REVENUE, COLUMN A - 3474.0, COLUMN B - 3624.0, COLUMN C - 4070.0, COLUMN D - 6868.0, COLUMN E - 5205.0, COLUMN F - 23241.0; DESCRIPTION - MWU STUDENT SICK VISIT REVENUE, COLUMN A - 93110.0, COLUMN B - 95007.0, COLUMN C - 94605.0, COLUMN D - 98745.0, COLUMN E - 99090.0, COLUMN F - 480557.0; DESCRIPTION - GAIN/(LOSS) ON INTEREST RATE PROTECTION AGREEMENT, COLUMN A - -781754.0, COLUMN B - -3645000.0, COLUMN C - 0.0, COLUMN D - 0.0, COLUMN E - 0.0, COLUMN F - -4426754.0; DESCRIPTION - FITNESS PROGRAM REVENUE, COLUMN A - 3663.0, COLUMN B - 2995.0, COLUMN C - 3167.0, COLUMN D - 0.0, COLUMN E - 23666.0, COLUMN F - 33491.0; DESCRIPTION - VENDING MACHINES REVENUE, COLUMN A - 965.0, COLUMN B - 1306.0, COLUMN C - 2037.0, COLUMN D - 0.0, COLUMN E - 5798.0, COLUMN F - 10106.0; DESCRIPTION - ALUMNI EVENTS, COLUMN A - 2175.0, COLUMN B - 1072.0, COLUMN C - 3754.0, COLUMN D - 0.0, COLUMN E - 700.0, COLUMN F - 7701.0; DESCRIPTION - PENALTY CHARGES, COLUMN A - 507.0, COLUMN B - 823.0, COLUMN C - 793.0, COLUMN D - 0.0, COLUMN E - 282.0, COLUMN F - 2405.0; DESCRIPTION - PARKING FINES, COLUMN A - 2760.0, COLUMN B - 1755.0, COLUMN C - 3636.0, COLUMN D - 0.0, COLUMN E - 4266.0, COLUMN F - 12417.0; DESCRIPTION - RETURNED CHECK FEES, COLUMN A - 273.0, COLUMN B - 260.0, COLUMN C - 40.0, COLUMN D - 0.0, COLUMN E - -55.0, COLUMN F - 518.0; DESCRIPTION - COPY CENTER CHGS, COLUMN A - 2339.0, COLUMN B - 3120.0, COLUMN C - 2696.0, COLUMN D - 0.0, COLUMN E - 1568.0, COLUMN F - 9723.0; DESCRIPTION - LATE-FEE HEALTH INSURANCE, COLUMN A - 0.0, COLUMN B - 2800.0, COLUMN C - 3745.0, COLUMN D - 0.0, COLUMN E - 3535.0, COLUMN F - 10080.0; DESCRIPTION - ORIGINATION FEES, COLUMN A - 0.0, COLUMN B - 0.0, COLUMN C - 66.0, COLUMN D - 0.0, COLUMN E - 0.0, COLUMN F - 66.0; DESCRIPTION - MSC PT RESEARCH STUDY, COLUMN A - 0.0, COLUMN B - 0.0, COLUMN C - 2592.0, COLUMN D - 0.0, COLUMN E - 0.0, COLUMN F - 2592.0;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$2,500DirectContactLegislatorsAmt
Rallies DemonstrationsfalseRalliesDemonstrationsInd
Other ActivitiesYes (true)OtherActivitiesInd
Other Activities$256,483OtherActivitiesAmt
Total Lobbying Expenditures$258,983TotalLobbyingExpendituresAmt
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, EDUCATIONAL PURPOSES, POWERS, DUTIES AND INTERESTS. 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 AND ITS RELATED POWERS, DUTIES AND INTERESTS. THE AMOUNT 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$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

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$14,182,221BeginningYearBalanceAmt
Contributions$2,349,733ContributionsAmt
Investment Earnings Or Losses$473,646InvestmentEarningsOrLossesAmt
Grants Or Scholarships$549,573GrantsOrScholarshipsAmt
Other Expenditures$543,466OtherExpendituresAmt
Administrative Expenses$21,957AdministrativeExpensesAmt
End Year Balance$15,890,604EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$12,924,556BeginningYearBalanceAmt
Contributions$1,569,582ContributionsAmt
Investment Earnings Or Losses$394,580InvestmentEarningsOrLossesAmt
Grants Or Scholarships$499,700GrantsOrScholarshipsAmt
Other Expenditures$181,017OtherExpendituresAmt
Administrative Expenses$25,780AdministrativeExpensesAmt
End Year Balance$14,182,221EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$11,110,846BeginningYearBalanceAmt
Contributions$2,597,127ContributionsAmt
Investment Earnings Or Losses$339,063InvestmentEarningsOrLossesAmt
Grants Or Scholarships$572,639GrantsOrScholarshipsAmt
Other Expenditures$356,213OtherExpendituresAmt
Administrative Expenses$193,628AdministrativeExpensesAmt
End Year Balance$12,924,556EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$10,315,605BeginningYearBalanceAmt
Contributions$1,395,746ContributionsAmt
Investment Earnings Or Losses$318,093InvestmentEarningsOrLossesAmt
Grants Or Scholarships$610,297GrantsOrScholarshipsAmt
Other Expenditures$83,194OtherExpendituresAmt
Administrative Expenses$225,107AdministrativeExpensesAmt
End Year Balance$11,110,846EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.0BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.3933PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.6067TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$22,760,361OtherCostOrOtherBasisAmt
Book Value$22,760,361BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$859,233,544OtherCostOrOtherBasisAmt
Depreciation$239,519,222DepreciationAmt
Book Value$619,714,322BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$144,210,366OtherCostOrOtherBasisAmt
Depreciation$99,100,090DepreciationAmt
Book Value$45,110,276BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$47,081,925OtherCostOrOtherBasisAmt
Book Value$47,081,925BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$734,666,884TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (8 entries)

DescDescAmtAmt
OTHER CURRENT LIABILITIES$4,689,789
SELF-INSURANCE LIABILITIES$9,418,544
REFUNDABLE FEDERAL STUDENT LOAN$33,287,179
PROFESS LIAB TAIL COVER$132,189
RETIREE BENEFITS$8,856,469
DEFERRED COMPENSATION$236,671
Interest Rate Protection Agreement$2,727,917
Accrued Retiree Benefits$1,231,387
FieldValueIRS element (for citing)
Total Liability$60,580,145TotalLiabilityAmt

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, SEXUAL PREFERENCE, RELIGION, NATIONAL OR ETHNIC ORIGIN, DISABILITY, STATUS AS A VETERAN, MARITAL 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$20,030,000
Central America and the Caribbean00Program ServicesMedical Mission Trip$4,000
East Asia and the Pacific00Program ServicesDental Medicine Mission Trip$90,000
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$20,124,000SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$20,124,000TotalSpentAmt
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CofalsePassiveForeignInvestmestCoInd
Foreign PartnershipYes (true)ForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule F, Part I, Line 3(f) METHOD USED TO ACCOUNT FOR EXPENDITURES IN THE REGIONFormAndLineReferenceDesc
ExplanationEXPENDITURES ARE REPORTED ON THE FINANCIAL STATEMENTS IN THE YEAR PAID. INVESTMENTS ARE REPORTED AT FAIR VALUE AS OF THE FISCAL YEAR END.ExplanationTxt

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1Bright LightsEvent1Nm
Gross Receipts Event1$157,150GrossReceiptsEvent1Amt
Charitable Contri Event1$121,075CharitableContriEvent1Amt
Gross Revenue Event1$36,075GrossRevenueEvent1Amt
Non Cash Prizes Event1$18,860NonCashPrizesEvent1Amt
Rent Facility Costs Event1$23,345RentFacilityCostsEvent1Amt
Food And Beverage Event1$46,359FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$34,995OtherDirectExpensesEvent1Amt
Event2DG Golf OutingEvent2Nm
Gross Receipts Event2$71,012GrossReceiptsEvent2Amt
Charitable Contri Event2$59,412CharitableContriEvent2Amt
Gross Revenue Event2$11,600GrossRevenueEvent2Amt
Non Cash Prizes Event2$6,502NonCashPrizesEvent2Amt
Rent Facility Costs Event2$28,138RentFacilityCostsEvent2Amt
Other Events Total1OtherEventsTotalCnt
Gross Receipts Other Events$68,402GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$53,902CharitableContriOtherEventsAmt
Gross Revenue Other Events$14,500GrossRevenueOtherEventsAmt
Non Cash Prizes Other Events$10,032NonCashPrizesOtherEventsAmt
Rent Fclty Costs Other Events$19,322RentFcltyCostsOtherEventsAmt
Oth Direct Expnss Other Events$10,152OthDirectExpnssOtherEventsAmt
Gross Receipts Total$296,564GrossReceiptsTotalAmt
Charitable Contributions Tot$234,389CharitableContributionsTotAmt
Gross Revenue Total Events$62,175GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$35,394NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$70,805RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$46,359FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$45,147OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$197,705DirectExpenseSummaryEventsAmt
Net Income Summary-$135,530NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

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

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

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
STUDENT SCHOLARSHIPS, AWARDS, AND GRANTS323$2,010,407
STUDENT NEED-BASED SCHOLARSHIPS92$333,150
STUDENT LOAN FORGIVENESS107$113,922

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule I, Part III SCH I, PART III, LINE 3STUDENT 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 (16 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$714,630$0$517,469$0$1,036,573$0$202,500$0$17,187$0$2,488,359$0$836,000$0
ARTHUR G DOBBELAERE PHD
ASSISTANT SECRETARY/COO/EXECUTIVE VP - through 9/4/2018$625,672$0$351,456$0$127,403$0$21,153$0$10,626$0$1,136,310$0$0$0
GREGORY J GAUS
ASSISTANT TREASURER/CFO/SENIOR VP$524,024$0$283,636$0$132,821$0$27,500$0$25,328$0$993,309$0$0$0
DEAN P MALONE
VP FINANCE$339,017$0$119,655$0$54,975$0$27,500$0$31,896$0$573,043$0$0$0
KAREN D JOHNSON PHD
VP UNIVERSITY RELATIONS$340,405$0$93,862$0$48,048$0$27,500$0$13,688$0$523,503$0$0$0
MARY LEE PHARM D
VP/CAO PHARMACY/HEALTH$410,322$0$114,857$0$76,939$0$27,500$0$24,210$0$653,828$0$0$0
DENNIS PAULSON PHD
VP CAO MEDICINE AND DENTAL$425,487$0$132,164$0$84,066$0$27,500$0$32,778$0$701,995$0$0$0
ANGELA MARTY MS
VP HUMAN RESOURCES AND ADMIN$252,286$0$107,893$0$30,748$0$25,611$0$31,750$0$448,288$0$0$0
KATHLEEN N PLAYER EDD
VP CAO HEALTH SCIENCES$392,375$0$143,097$0$43,375$0$27,500$0$24,149$0$630,496$0$0$0
THERESA W FOSSUM PHD DVM
VP & DEAN OF MEDICINE$382,652$0$0$0$44,527$0$27,500$0$32,329$0$487,008$0$0$0
BARBARA L MCCLOUD ESQ
VP & GENERAL COUNSEL$419,127$0$65,987$0$49,304$0$27,500$0$14,411$0$576,329$0$0$0
LORI A KEMPER DO
DEAN OF MEDICINE$358,680$0$95,356$0$91,927$0$27,500$0$32,118$0$605,581$0$0$0
KAREN J NICHOLS DO
DEAN OF MEDICINE$407,105$0$78,711$0$38,900$0$14,807$0$11,919$0$551,442$0$0$0
THOMAS A BOYLE DO
DEAN POSTDOCTORAL EDUCATION$348,666$0$80,104$0$75,830$0$27,500$0$32,080$0$564,180$0$0$0
PAUL B SMITH DDS
DEAN DENTAL MEDICINE$365,971$0$63,662$0$38,394$0$27,500$0$32,211$0$527,738$0$0$0
KYLE RAMSEY PHD
DEAN COLLEGE OF GRADUATE STUDIES$327,993$0$94,988$0$30,277$0$27,500$0$31,886$0$512,644$0$0$0

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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 J, Part II, Column (F) Compensation in column (B) reported as deferred on prior Form 990IN FEBRUARY OF 2018, DR. GOEPPINGER RECEIVED A DISTRIBUTION OF $836,000 OUT OF THE UNIVERSITY'S SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN, PURSUANT TO THE PLAN DOCUMENT. THIS AMOUNT WAS TREATED AS TAXABLE COMPENSATION TO DR. GOEPPINGER IN 2018 AND IS INCLUDED IN SCHEDULE J, PART II, COL (B)(III) ON THIS FORM 990. THIS AMOUNT WAS PREVIOUSLY REPORTED ON SCHEDULE J, PART II, COLUMN C AS DEFERRED COMPENSATION ON A PRIOR YEAR FORM 990.
Schedule J, Part I, Line 1a First-class or charter travelTHE UNIVERSITY ALLOWS FOR FIRST CLASS TRAVEL FOR ITS CEO AND CFO 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 THREE OFFICERS, 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: LORI A KEMPER DO, DEAN OF MEDICINE $17,311 THE UNIVERSITY PROVIDES TUITION ASSISTANCE TO EMPLOYEES IN EXCESS OF THE $5,250 THRESHOLD FOR NONTAXABLE TUITION REIMBURSEMENTS. THE AMOUNT REIMBURSED IN EXCESS OF $5,250 IS TAXABLE AND INCLUDES A TAX GROSS UP PAYMENT. Thomas Boyle, DO LISTED ON SCHEDULE J PART II RECEIVED $20,850 IN 2018.
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 DUES FOR THE 2018 MEMBERSHIP WERE PAID IN 2016, PRIOR TO THE REQUIREMENT TO INCLUDE SUCH DUES IN TAXABLE INCOME; THEREFORE, THESE DUES WERE NOT CONSIDERED TAXABLE COMPENSATION.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement planTHE MIDWESTERN UNIVERSITY SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN II (THE "PLAN"), EFFECTIVE JUNE 30, 2017, HAS BEEN ESTABLISHED FOR THE BENEFIT OF DR. KATHLEEN GOEPPINGER, THE PRESIDENT AND CHIEF EXECUTIVE OFFICER ("CEO") OF THE UNIVERSITY. THE PLAN IS INTENDED TO PROVIDE THE CEO WITH A TARGET RETIREMENT BENEFIT FOR HER SERVICE WITH MWU FOR THE PERIOD BEGINNING ON HER 65TH BIRTHDAY AND ENDING ON HER 75TH BIRTHDAY BASED UPON HER AVERAGE COMPENSATION FOR THE THREE CONSECUTIVE CALENDAR YEARS OF THIS PERIOD DURING WHICH HER COMPENSATION IS THE HIGHEST, WITH A LEVEL OF ANNUAL ACCRUALS APPROXIMATING 82.5% OF MARKET, AND OFFSETS BY OTHER RETIREMENT PLANS. THE BENEFIT VESTS AND WILL BE PAID IN TWO INSTALLMENTS FOLLOWING THE CEO'S 70TH AND 75TH BIRTHDAYS RESPECTIVELY, EACH DETERMINED WITH APPROPRIATE PROJECTIONS, CALCULATIONS AND RE-CALCULATIONS AS REQUIRED. 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. DURING CALENDAR YEAR ENDED DECEMBER 31, 2018, $167,200 WAS ACCRUED BY UNIVERSITY FOR THE PROVISION OF RETIREMENT BENEFITS UNDER THE PLAN. THIS AMOUNT IS INCLUDED ON SCHEDULE J, PART II, COLUMN C. THIS REPRESENTS ONE FIFTH OF THE AMOUNT THAT WILL BE PAID AFTER HER 75TH BIRTHDAY. IN FEBRUARY OF 2018, THE FIRST INSTALLMENT PAYABLE UNDER THE PLAN OF $836,000 WAS PAID TO DR. GOEPPINGER.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
GLENDALE AZ IDA SERIES 2007 BONDS
A521767454378286GD42007-04-18$67,184,077SEE SCHEDULE K, PART VIfalsefalsefalse
GLENDALE AZ IDA SERIES 2010 BONDS
B521767454378286HC52010-05-27$159,999,058SEE SCHEDULE K, PART VIfalsefalsefalse
GLENDALE AZ IDA SERIES 2013 BONDS
C5217674540000000002013-11-13$106,430,000SEE 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$16,785,000$0$68,405,583$6,007,614$0$0$0$0$0$0$62,397,969$02007Yes (true)Yes (true)Yes (true)Yes (true)
B$26,560,000$0$160,567,410$10,622,624$0$0$0$0$169,485$80,965,349$68,809,952$02010Yes (true)falseYes (true)Yes (true)
C$37,600,000$0$106,430,000$0$0$0$0$0$0$30,000,000$76,430,000$02013Yes (true)falseYes (true)Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)

Bond ReferenceBondReferenceCdPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndEngage Bond Counsel ResearchEngageBondCounselResearchIndBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A0.00.00.0
B0.00.00.0falsefalseYes (true)Yes (true)Yes (true)falsefalsefalseYes (true)
C0.00.00.0falsefalseYes (true)Yes (true)Yes (true)falsefalsefalseYes (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 RecHedgeIdentifiedInBksAndRecIndTerm Of HedgeTermOfHedgePctSuperintegrated HedgeSuperintegratedHedgeIndHedge TerminatedHedgeTerminatedIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
ROYAL BANK OF CANADA
AfalsefalsefalseYes (true)falseYes (true)0.3falseYes (true)falsefalseYes (true)
(no name)
BfalsefalsefalseYes (true)falsefalsefalsefalseYes (true)
(no name)
CfalsefalsefalseYes (true)Yes (true)falsefalsefalseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)

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

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule K, Part I, Column (f) SCH K, PART I, LINE A, COL FPROCEEDS FROM THE SALE OF THE BONDS WERE USED TO REFUND THE REMAINING AMOUNT OF THE SERIES 1996 A & B BONDS ISSUED ON AUGUST 14, 1996 AND PARTIAL REFUNDING OF PRINCIPAL AMOUNT FOR THE SERIES 1998B BONDS ISSUED ON SEPTEMBER 24, 1998, AND SERIES 2001 A & B BONDS ISSUED ON MAY 31, 2001.
Schedule K, Part I, Column (f) SCH K, PART I, LINE B, COL FPROCEEDS FROM THE SALE OF THE BONDS WERE USED TO PARTIALLY FUND PROJECTS ASSOCIATED WITH THE PROGRAMS AND CAMPUS EXPANSIONS OF THE UNIVERSITY AND THE PROCEEDS WERE ALSO USED TO REFUND THE REMAINING PRINCIPAL OF THE COMMERCIAL PAPER REVENUE NOTE PROGRAM (2009 BONDS) ISSUED JANUARY 29, 2009, JUNE 19, 2008, NOVEMBER 5, 2008 AND DECEMBER 10, 2008.
Schedule K, Part I, Column (f) SCH K, PART I, LINE C, COL FPROCEEDS 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 II, Line 3 SCH K, PART II, LINE 3TOTAL 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 SCH K, PART III, LINE 3BMIDWESTERN UNIVERSITY UTILIZES BOND COUNSEL TO REVIEW ANY MANAGEMENT OR SERVICE CONTRACTS RELATING TO THE BOND FINANCED PROPERTY.
Schedule K, Part III, Line 3c SCH K, PART III, LINE 3CMIDWESTERN 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 THE FINANCED PROPERTY.
Schedule K, Part III, Line 3d SCH K, PART III, LINE 3DMIDWESTERN 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 2007 BONDS The calculation for computing no rebate due was performed on 05/13/2019
Schedule K, Part IV, Line 2c COLUMN BIssuer name: GLENDALE, AZ IDA SERIES 2010 BONDS The calculation for computing no rebate due was performed on 06/11/2019
Schedule K, Part IV, Line 2c COLUMN CIssuer name: GLENDALE, AZ IDA SERIES 2013 BONDS The calculation for computing no rebate due was performed on 12/17/2018

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
CHANEN CONSTRUCTION COMPANY INC
SEE SCHEDULE L, PART V$27,346,683GENERAL CONTRACTINGfalse
Benjamin Paulson
Family member of Dennis Paulson, PHD, VP CAO Medicine and Dental$36,019Employee in facilities on the DG campusfalse

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$21,760NoncashContributionsRptF990Amt
Method Of Determining RevenuesReplacement costMethodOfDeterminingRevenuesTxt

Drugs And Medical Supplies DrugsAndMedicalSuppliesGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution3ContributionCnt
Noncash Contributions Rpt F990$4,055NoncashContributionsRptF990Amt
Method Of Determining RevenuesSelling costMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)Raffle Items - Fundraising189$35,394Selling cost
Yes (X)One Horse-named River1$3,000Opinions of experts
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 (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule M, Part I, Line 31 Review of nonstandard contributionsFOR 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.
Schedule M, Part I Explanations of reporting method for number of contributionsOther - Raffle Items - Fundraising Number of contributions received Drugs and medical supplies - Number of contributions received Books and publications - Number of items received

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (11 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 (3,037), AS WELL AS UNCOMPENSATED MEMBERS OF THE BOARD OF TRUSTEES (15).
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 HAS A BOARD OF TRUSTEE APPROVED WRITTEN WHISTLEBLOWER POLICY IN PLACE AND 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, 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 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 BOARD RETREAT 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, KEY 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 KEY 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 Revenue - Total Revenue: 14048, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 14048; Fitness Program Revenue - Total Revenue: 23666, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 23666; Vending Machine Revenue - Total Revenue: 5798, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 5798; Washing Machine Revenue - Total Revenue: 14474, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 14474; Campus Rental - Total Revenue: 35450, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 35450; Miscellaneous Revenue - Total Revenue: 437129, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 437129; Credit Card Fee Revenue Share - Total Revenue: 173788, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 173788; Misc Student Fees - Total Revenue: 110683, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 110683; Continuing Medical Education Revenue - Total Revenue: 180690, Related or Exempt Function Revenue: 180690, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Student Activities - Total Revenue: 6170, Related or Exempt Function Revenue: 6170, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Alumni Events - Total Revenue: 700, Related or Exempt Function Revenue: 700, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Alumni Association Dues - Total Revenue: 30616, Related or Exempt Function Revenue: 30616, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Library Services - Total Revenue: 57635, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 57635; Penalty Charges - Total Revenue: 282, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 282; Late Charges - Total Revenue: 13479, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 13479; Parking Fines - Total Revenue: 4266, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 4266; Returned Check Fee - Total Revenue: -55, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: -55; Premium Income - Total Revenue: -144773, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: -144773; Convenience Charge Revenue - Total Revenue: 5205, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 5205; Copy Center Chgs - Total Revenue: 1568, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 1568; Late Fee - Health Insurance - Total Revenue: 3535, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 3535; MWU Student Sick Visit Revenue - Total Revenue: 99090, Related or Exempt Function Revenue: 99090, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ;
Form 990, Part XI, Line 9 Other changes in net assets or fund balancesChange in unrealized loss on interest rate protection agreements - -7656737; NET ASSET TRANSFER TO MIDWESTERN UNIVERSITY FOUNDATION - -2560137; NON-CASH CONTRIBUTIONS - -64209;
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 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. IN FISCAL 2019 KORN FERRY HAY WAS 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 25 YEARS, HOWEVER, KORN FERRY HAY WAS RECENTLY ENGAGED TO REPLACE THE PRIOR FIRM.

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 FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
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$112,283,915Cash
Midwestern University Foundation
R$113,055,680Cash
Midwestern University Properties Corp
R$246,220Cash