2019-05-14T13:01:16-05:00 2018-06-30 350921680 CROWE LLP 225 West Wacker Drive Suite 2600 Chicago IL 606061224 990 2017-07-01 363377698 Midwestern University MIDW 6305157145 555 31ST STREET DOWNERS GROVE IL 60515 KATHLEEN H GOEPPINGER PHD PRESIDENT & CEO 2019-05-14 true Nicole Bencik P00756195 3128997000 2017 2019-02-21 02:37:17Z KATHLEEN H GOEPPINGER PHD 555 31ST STREET DOWNERS GROVE IL 60515 1354483901 false X WWW. MIDWESTERN.EDU X 1900 IL MIDWESTERN UNIVERSITY DEDICATES THE INSTITUTION AND ITS RESOURCES TO THE HIGHEST STANDARDS OF ACADEMIC EXCELLENCE TO MEET THE EDUCATIONAL NEEDS OF THE HEALTH CARE COMMUNITY. 18 16 4020 2998 -59325 0 5588364 6360319 404110737 438818744 11007756 16555381 2691830 2980382 423398687 464714826 1848949 2297652 0 205473954 215691207 0 809049 114191524 126253196 321514427 344242055 101884260 120472771 1338466897 1422394557 439887725 402476063 898579172 1019918494 MIDWESTERN 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. false false 320941787 2297652 441072231 DESCRIPTION OF PROGRAM SERVICE ACCOMPLISHMENTS DURING THE FISCAL YEAR ENDED JUNE 30, 2018, MIDWESTERN UNIVERSITY PROVIDED HEALTH SCIENCES EDUCATION SERVICES TO APPROXIMATELY 6,785 PRE-DOCTORAL STUDENTS AND 148 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, 2018, MWU PATIENTS PAID $25,652,000 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, 2018 WERE $1,546,000 AT STATED PATIENT SERVICE CHARGES. HAD MWU CHARGED USUAL AND CUSTOMARY FEES, THE VALUE OF THE DISCOUNTS WOULD HAVE BEEN $3,516,000. 320941787 true true false true false false false true true true false false false true false false true true false true false false false true false false false true true true false false false false false false false false false true true false false false false true true true true false true 9172 0 true 4020 true true true false false false false true true true false false false X 18 16 false false false false false false false true true false false true true true true true true true true false X DEAN MALONE 6305157145 555 31ST STREET DOWNERS GROVE IL 60515 KATHLEEN H GOEPPINGER PHD PRESIDENT/CEO/TRUSTEE 40.0 1.3 X X 1342479 0 953216 Sr ANNE C LEONARD CHAIRPERSON/TRUSTEE 1.0 0.0 X 0 0 0 JANET R BOLTON CFP CIMA VICE CHAIRPERSON/TRUSTEE 1.0 0.0 X 0 0 0 GERRIT A VAN HUISSTEDE SECRETARY/TREASURER/TRUSTEE 1.0 0.5 X 0 0 0 WILLIAM D ANDREWS TRUSTEE 1.0 0.0 X 0 0 0 JEAN L BAXTER JD TRUSTEE 1.0 0.5 X 0 0 0 MICHAEL J BLEND PHD DO TRUSTEE 1.0 0.0 X 0 0 0 STEVEN R CHANEN TRUSTEE 1.0 0.0 X 0 0 0 WARREN B GRAYSON TRUSTEE 1.0 0.5 X 0 0 0 GRETCHEN R HANNAN TRUSTEE 1.0 0.0 X 0 0 0 KENNETH R HERLIN TRUSTEE 1.0 0.1 X 0 0 0 MICHAEL P KAMRADT TRUSTEE - APPOINTED 12/5/17 1.0 0.0 X 0 0 0 JOHN LADOWICZ TRUSTEE 1.0 0.1 X 0 0 0 KEVIN D LEAHY TRUSTEE 1.0 0.5 X 0 0 0 MADELINE R LEWIS DO TRUSTEE 1.0 0.5 X 0 0 0 BARBARA J RALSTON TRUSTEE 1.0 0.0 X 0 0 0 ELAINE M SCRUGGS TRUSTEE 1.0 0.0 X 0 0 0 RONALD D TUCKER TRUSTEE 1.0 0.0 X 0 0 0 ARTHUR G DOBBELAERE PHD ASSISTANT SECRETARY/COO/EXEC VP 40.0 1.3 X 1070805 0 41254 GREGORY J GAUS ASSISTANT TREASURER/CFO/SENIOR VP 40.0 1.3 X 918314 0 49315 DEAN P MALONE VP FINANCE 40.0 1.3 X 497446 0 55098 KAREN D JOHNSON PHD VP UNIVERSITY RELATIONS 40.0 0.0 X 469571 0 38881 MARY LEE PHARM D VP/CAO PHARMACY/HEALTH 40.0 0.0 X 574124 0 48262 DENNIS PAULSON PHD VP CAO MEDICINE AND DENTAL 40.0 0.0 X 620385 0 55887 ANGELA MARTY MS VP HUMAN RESOURCES & ADMIN 40.0 0.0 X 375523 0 52543 KATHLEEN N PLAYER EDD VP CAO HEALTH SCIENCES 40.0 0.0 X 538869 0 48100 THERESA W FOSSUM PHD DVM VP & DEAN OF MEDICINE 40.0 0.0 X 542371 0 55522 BARBARA L MCCLOUD ESQ VP & GENERAL COUNSEL 40.0 0.0 X 559985 0 39593 LORI A KEMPER DO DEAN OF MEDICINE 40.0 0.0 X 537490 0 55315 KAREN J NICHOLS DO DEAN OF MEDICINE 40.0 0.0 X 528834 0 48039 PAUL B SMITH DDS DEAN DENTAL MEDICINE 40.0 0.0 X 490513 0 55341 MICHAEL MACNEIL DDS DEAN DENTAL MEDICINE 40.0 0.0 X 484367 0 47864 THOMAS A BOYLE DO DEAN POSTDOCTORAL EDUCATION 40.0 0.0 X 466004 0 55144 10017080 0 1699374 481 false true false CHANEN CONSTRUCTION 3300 N THIRD ST PHOENIX AZ 85067 GENERAL CONTRACTOR 24551571 LEVEL 3 AUDIO VISUAL 955 EAST JAVELINA AVENUE SUITE B106 MESA AZ 85204 AUDIO VISUAL PROVIDER 3290526 HILL MECHANICAL CORPORATION 11045 GAGE AVENUE FRANKLIN PARK IL 60131 BUILDING SYSTEM CONSTRUCTION AND MAINTENANCE 2946226 METRO CLEANING COMPANY 8349 W DESERT SPOON PEORIA AZ 85383 JANITORIAL SERVICES 2609787 EBSCO 10 Estes Street Ipswich MA 01938 E-Library Services 1887764 72 X 202295 2833766 3324258 194292 6360319 TUITION & FEES 611310 396175056 396175056 POST-DOCTORATE PROGRAM 611310 11985010 11985010 CLINICAL REVENUE 621400 25607160 25607160 STUDENT HOUSING 721310 5051518 5051518 0 0 0 0 438818744 8251863 -59325 8311188 0 0 897857599 0 889547079 7002 8310520 -7002 8303518 8303518 122112 202295 214994 -92882 -92882 CO-FUNDED FACULTY 561499 1101578 1101578 STUDENT LOAN INTEREST 561499 648918 648918 FOOD SERVICES 561499 212714 212714 1110054 290277 0 819777 3073264 464714826 441072231 -59325 17341601 26352 26352 2271300 2271300 7770681 3252473 4518208 164803783 158651981 5860324 291478 13247334 12500197 726276 20861 18901558 17781770 1087942 31846 10967851 10279984 669367 18500 757660 442421 315239 559750 64750 495000 244497 244497 811709 49562 762147 11587823 10433247 1066148 88428 661799 481527 119034 61238 19930606 18195279 1651243 84084 1523282 1477535 45747 6517173 6399320 117853 1605177 1296041 305582 3554 1801799 1736722 63312 1765 10817195 10681537 135658 36030546 35239804 790742 5952479 3326724 2622144 3611 CLINICAL FACULTY SERVICES 7177311 7177311 STUDENT HOUSING EXPENSE 5808385 5808385 EDUCATION EXPENSE 2089670 2068294 21376 BOOKS & PERIODICALS 2303465 2298606 4859 10072870 9000665 868521 203684 344242055 320941787 22491219 809049 289901924 390266553 333382 282495 6618249 6974911 0 0 0 1448839 1554468 4340015 3811589 1018488464 296917291 720070923 721571173 252569488 225330025 11947870 20280964 34290157 33435984 16946050 18886395 1338466897 1422394557 43975697 42092546 4387513 3510972 50493524 51183780 289605487 256564035 0 51425504 49124730 439887725 402476063 X 884396951 1004027890 8346379 9437972 5835842 6452632 898579172 1019918494 1338466897 1422394557 X 120472771 -616656 1483207 X false true X true true true X 3757577 4730183 6551796 5588364 6360319 26988239 0 0 3757577 4730183 6551796 5588364 6360319 26988239 0 26988239 3751167 4466598 4137639 4615902 8251863 25223169 0 0 4759 0 0 4759 6168483 1406523 -1123054 2747373 3073264 12272589 64488756 1879738141 0.4185 0.4169 X Schedule A, Part II, Line 10 Other Income DESCRIPTION - CO-FUNDED FACULTY, COLUMN A - 1042586.0, COLUMN B - 827980.0, COLUMN C - 772309.0, COLUMN D - 1042416.0, COLUMN E - 1101578.0, COLUMN F - 4786869.0; DESCRIPTION - STUDENT LOAN INTEREST, COLUMN A - 349140.0, COLUMN B - 323673.0, COLUMN C - 371677.0, COLUMN D - 509684.0, COLUMN E - 648918.0, COLUMN F - 2203092.0; DESCRIPTION - FOOD SERVICES, COLUMN A - 252749.0, COLUMN B - 232859.0, COLUMN C - 234806.0, COLUMN D - 201209.0, COLUMN E - 212714.0, COLUMN F - 1134337.0; DESCRIPTION - BOOKSTORE REVENUE, COLUMN A - 31508.0, COLUMN B - 24795.0, COLUMN C - 14163.0, COLUMN D - 7631.0, COLUMN E - 20415.0, COLUMN F - 98512.0; DESCRIPTION - WASHING MACHINE REVENUE, COLUMN A - 26038.0, COLUMN B - 26330.0, COLUMN C - 17916.0, COLUMN D - 18346.0, COLUMN E - 15749.0, COLUMN F - 104379.0; DESCRIPTION - CAMPUS RENTAL, COLUMN A - 9200.0, COLUMN B - 9200.0, COLUMN C - 9200.0, COLUMN D - 17950.0, COLUMN E - 37638.0, COLUMN F - 83188.0; DESCRIPTION - MISCELLANEOUS REVENUE, COLUMN A - 520792.0, COLUMN B - 342199.0, COLUMN C - 580500.0, COLUMN D - 368144.0, COLUMN E - 348792.0, COLUMN F - 2160427.0; DESCRIPTION - CREDIT CARD FEE REVENUE SHARE, COLUMN A - , COLUMN B - , COLUMN C - 51501.0, COLUMN D - 133069.0, COLUMN E - 164072.0, COLUMN F - 348642.0; DESCRIPTION - MISC STUDENT FEES, COLUMN A - 66588.0, COLUMN B - 187067.0, COLUMN C - 214200.0, COLUMN D - 127318.0, COLUMN E - 153048.0, COLUMN F - 748221.0; DESCRIPTION - CONTINUING MEDICAL EDUCATION REVENUE, COLUMN A - 4070.0, COLUMN B - 3690.0, COLUMN C - 49447.0, COLUMN D - 119309.0, COLUMN E - 144913.0, COLUMN F - 321429.0; DESCRIPTION - STUDENT ACTIVITIES, COLUMN A - 11457.0, COLUMN B - 11097.0, COLUMN C - 11165.0, COLUMN D - 11366.0, COLUMN E - 9640.0, COLUMN F - 54725.0; DESCRIPTION - ALUMNI ASSOCIATION DUES, COLUMN A - 6000.0, COLUMN B - 4225.0, COLUMN C - 10425.0, COLUMN D - 3350.0, COLUMN E - 35007.0, COLUMN F - 59007.0; DESCRIPTION - LIBRARY SERVICES, COLUMN A - 146663.0, COLUMN B - 88804.0, COLUMN C - 77804.0, COLUMN D - 75383.0, COLUMN E - 66230.0, COLUMN F - 454884.0; DESCRIPTION - LATE CHARGES, COLUMN A - 7674.0, COLUMN B - 9774.0, COLUMN C - 8202.0, COLUMN D - 13523.0, COLUMN E - 8937.0, COLUMN F - 48110.0; DESCRIPTION - CONVENIENCE CHARGE REVENUE, COLUMN A - 2932.0, COLUMN B - 3474.0, COLUMN C - 3624.0, COLUMN D - 4070.0, COLUMN E - 6868.0, COLUMN F - 20968.0; DESCRIPTION - MWU STUDENT SICK VISIT REVENUE, COLUMN A - 65086.0, COLUMN B - 93110.0, COLUMN C - 95007.0, COLUMN D - 94605.0, COLUMN E - 98745.0, COLUMN F - 446553.0; DESCRIPTION - GAIN/(LOSS) ON INTEREST RATE PROTECTION AGREEMENT, COLUMN A - 3626000.0, COLUMN B - -781754.0, COLUMN C - -3645000.0, COLUMN D - 0.0, COLUMN E - 0.0, COLUMN F - -800754.0; true false false false false false true 2500 false true 241997 244497 false Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY SCHEDULE 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. Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY SCHEDULE 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. false false 14182221 2349733 473646 549573 543466 21957 15890604 12924556 1569582 394580 499700 181017 25780 14182221 11110846 2597127 339063 572639 356213 193628 12924556 10315605 1395746 318093 610297 83194 225107 11110846 9786054 758790 296611 443785 60003 22062 10315605 0.0 0.4061 0.5939 false false 22760361 22760361 853885640 210885973 642999667 133273188 86031318 47241870 8569275 8569275 721571173 OTHER CURRENT LIABILITIES 4485239 SELF-INSURANCE LIABILITIES 9458181 REFUNDABLE FEDERAL STUDENT LOAN 24492276 PROFESS LIAB TAIL COVER 132189 RETIREE BENEFITS 10337407 DEFERRED COMPENSATION 219438 49124730 Schedule D, Part V, Line 4 Intended uses of endowment funds RESTRICTED ENDOWMENT FUNDS ARE USED BASED ON DONOR INTENT. THE UNIVERSITY HAS NOT RELIED ON ENDOWMENT SPENDING TO SUPPORT OPERATIONS OR STUDENT SCHOLARSHIPS. true true true true true true true false false false false false false false false true false true Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICY MIDWESTERN 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 GOVERNMENT MIDWESTERN UNIVERSITY RECEIVED FEDERAL RESEARCH AWARDS AND PARTICIPATES IN FEDERAL LOAN PROGRAMS. Central America and the Caribbean Investments N/A 15016000 Central America and the Caribbean Program Services Medical Mission Trip 3000 East Asia and the Pacific Program Services Dental Medicine Mission Trip 73000 0 0 0 0 0 0 15092000 0 15092000 true false true false true false Schedule F, Part V PROCEDURES FOR MONITORING USE OF GRANT FUNDS OUTSIDE THE US ANNUALLY THE UNIVERSITY PARTICIPATES IN A MEDICAL MISSION TO CENTRAL AMERICA. Schedule F, Part I, Line 3(f) METHOD USED TO ACCOUNT FOR EXPENDITURES IN THE REGION EXPENDITURES ARE REPORTED ON THE FINANCIAL STATEMENTS IN THE YEAR PAID. INVESTMENTS ARE REPORTED AT FAIR VALUE AS OF THE FISCAL YEAR END. Schedule F, Part I, Line 3 PROCEDURES FOR MONITORING USE OF GRANT FUNDS OUTSIDE THE US THE UNIVERSITY PARTICIPATED IN A DENTAL MISSION TO TONGA DURING THE FISCAL YEAR ENDING JUNE 30, 2018. Bright Lights 187373 101845 85528 41628 25826 51027 2750 28138 MWU Golf Outing 81713 62110 19603 9559 17480 6764 1 55321 38340 16981 8371 17435 6016 324407 202295 122112 59558 60741 51027 2750 40918 214994 -92882 true STUDENT SCHOLARSHIPS, AWARDS, AND GRANTS 246 1863204 STUDENT NEED-BASED SCHOLARSHIPS 147 319607 STUDENT LOAN FORGIVENESS 120 88489 Schedule I, Part III SCH I, PART III, LINE 3 STUDENT 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. X X X true true X X X X false true false false false false false false false KATHLEEN H GOEPPINGER PHD PRESIDENT/CEO/TRUSTEE 683749 0 459415 0 199315 0 937502 0 15714 0 2295695 0 0 0 ARTHUR G DOBBELAERE PHD ASSISTANT SECRETARY/COO/EXEC VP 557343 0 315027 0 198435 0 26500 0 14754 0 1112059 0 0 0 GREGORY J GAUS ASSISTANT TREASURER/CFO/SENIOR VP 502767 0 282644 0 132903 0 26500 0 22815 0 967629 0 0 0 DEAN P MALONE VP FINANCE 331728 0 112641 0 53077 0 26500 0 28598 0 552544 0 0 0 KAREN D JOHNSON PHD VP UNIVERSITY RELATIONS 325793 0 95747 0 48031 0 26500 0 12381 0 508452 0 0 0 MARY LEE PHARM D VP/CAO PHARMACY/HEALTH 391331 0 111512 0 71281 0 26500 0 21762 0 622386 0 0 0 DENNIS PAULSON PHD VP CAO MEDICINE AND DENTAL 417987 0 126185 0 76213 0 26500 0 29387 0 676272 0 0 0 ANGELA MARTY MS VP HUMAN RESOURCES & ADMIN 240391 0 99971 0 35161 0 24144 0 28399 0 428066 0 0 0 KATHLEEN N PLAYER EDD VP CAO HEALTH SCIENCES 374065 0 123398 0 41406 0 26500 0 21600 0 586969 0 0 0 THERESA W FOSSUM PHD DVM VP & DEAN OF MEDICINE 376326 0 120735 0 45310 0 26500 0 29022 0 597893 0 0 0 BARBARA L MCCLOUD ESQ VP & GENERAL COUNSEL 405838 0 112071 0 42076 0 26500 0 13093 0 599578 0 0 0 LORI A KEMPER DO DEAN OF MEDICINE 341421 0 85505 0 110564 0 26500 0 28815 0 592805 0 0 0 KAREN J NICHOLS DO DEAN OF MEDICINE 372866 0 86913 0 69055 0 26500 0 21539 0 576873 0 0 0 PAUL B SMITH DDS DEAN DENTAL MEDICINE 299324 0 90215 0 100974 0 26500 0 28841 0 545854 0 0 0 MICHAEL MACNEIL DDS DEAN DENTAL MEDICINE 356013 0 81792 0 46562 0 26500 0 21364 0 532231 0 0 0 THOMAS A BOYLE DO DEAN POSTDOCTORAL EDUCATION 323634 0 69497 0 72873 0 26500 0 28644 0 521148 0 0 0 Schedule J, Part I, Line 7 DETERMINATION OF BONUS & INCENTIVE COMPENSATION LISTED 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 I, Line 1a First-class or charter travel THE 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 payments THE 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 $20,447 PAUL B SMITH DDS, DEAN DENTAL MEDICINE $17,072 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. LISTED ON SCHEDULE J PART II, RECIPIENTS WHO RECEIVED THIS BENEFIT: THOMAS BOYLE, DO, DEAN POSTDOCTORAL EDUCATION $27,484 ANGELA MARTY, MS, VP HUMAN RESOURCES & ADMIN $4,419 Schedule J, Part I, Line 1a Health or social club dues or initiation fees SOCIAL/COUNTRY CLUB DUES ARE PAID FOR THE CEO AS PROVIDED FOR IN THE CEO'S EMPLOYMENT CONTRACT. THE CLUB IS USED FOR BUSINESS USE ONLY, THEREFORE NOT CONSIDERED COMPENSATION. Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan THE 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. AS OF DECEMBER 31, 2017, $911,002 HAD BEEN ACCRUED BY UNIVERSITY FOR THE PROVISION OF RETIREMENT BENEFITS UNDER THE PLAN. THIS AMOUNT IS REPORTED IN SCHEDULE J, PART II, COLUMN C. IN FEBRUARY OF 2018, THE FIRST INSTALLMENT PAYABLE UNDER THE PLAN OF $836,000 WAS PAID TO DR. GOEPPINGER. A GLENDALE AZ IDA SERIES 2007 BONDS 521767454 378286GD4 2007-04-18 67184077 SEE SCHEDULE K, PART VI false false false B GLENDALE AZ IDA SERIES 2010 BONDS 521767454 378286HC5 2010-05-27 159999058 SEE SCHEDULE K, PART VI false false false C GLENDALE AZ IDA SERIES 2013 BONDS 521767454 000000000 2013-11-13 106430000 SEE SCHEDULE K, PART VI false false false A 13750000 0 68269290 5948185 0 0 0 0 0 0 62321105 0 2007 true true true true B 23015000 0 160186102 10527424 0 0 0 0 169485 80679241 68809952 0 2010 true false true true C 35800000 0 106430000 0 0 0 0 0 0 30000000 76430000 0 2013 true false true true A 0.0 0.0 0.0 B false false true false true false 0.0 0.0 0.0 false false true C false false true false true false 0.0 0.0 0.0 false false true A false false false true false true ROYAL BANK OF CANADA 0.3 false true false false true B false false false true false false false false true C false false false true true false false false true A true B true C true Schedule K, Part I, Column (f) SCH K, PART I, LINE A, COL F PROCEEDS 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 F PROCEEDS 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 F PROCEEDS 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 3 TOTAL AMOUNT OF BOND PROCEEDS IS DIFFERENT FROM THE BOND ISSUE PRICE REPORTED ON SCHEDULE K, PART I, COLUMN (E) BECAUSE OF THE ADDITION OF INVESTMENT EARNINGS. Schedule K, Part III, Line 3b SCH K, PART III, LINE 3B MIDWESTERN 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 3C MIDWESTERN 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 3D MIDWESTERN UNIVERSITY UTILIZES BOND COUNSEL TO REVIEW ANY RESEARCH AGREEMENTS RELATING TO THE BOND FINANCED PROPERTY. Schedule K, Part IV, Line 2c COLUMN A Issuer name: GLENDALE, AZ IDA SERIES 2007 BONDS The calculation for computing no rebate due was performed on 05/11/2018 Schedule K, Part IV, Line 2c COLUMN B Issuer name: GLENDALE, AZ IDA SERIES 2010 BONDS The calculation for computing no rebate due was performed on 06/12/2018 Schedule K, Part IV, Line 2c COLUMN C Issuer name: GLENDALE, AZ IDA SERIES 2013 BONDS The calculation for computing no rebate due was performed on 01/24/2018 CHANEN CONSTRUCTION COMPANY INC SEE SCHEDULE L, PART V 19176880 GENERAL CONTRACTING false Schedule L, Part IV INTERESTED PERSON: CHANEN CONSTRUCTION COMPANY, INC. RELATIONSHIP: 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. X 74160 Replacement cost X 6 45540 Selling cost X Raffle Items - Fundraising 220 54592 Selling cost X One Horse-named Chester 1 20000 Opinions of experts 0 false true false Schedule M, Part I, Line 31 Review of nonstandard contributions FOR 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 contributions Other - Raffle Items - Fundraising Number of contributions received Drugs and medical supplies - Number of contributions received Books and publications - Number of items received Form 990, Part I, Line 6 NUMBER OF VOLUNTEERS NUMBER OF VOLUNTEERS CONSISTS PRIMARILY OF ADJUNCT/VOLUNTEER (UNCOMPENSATED) FACULTY PROVIDING TEACHING SERVICES FOR THE UNIVERSITY'S VARIOUS HEALTHCARE EDUCATIONAL SERVICES (2,559), AS WELL AS UNCOMPENSATED MEMBERS OF THE BOARD OF TRUSTEES (16). Form 990, Part I, Line 7a DIFFERENCE BETWEEN PART I LINE 7A AND PART VIII COL C LINE 12 THE FORM 990-T SHOWS UNRELATED BUSINESS INCOME IN THE AMOUNT OF $33,377. THIS AMOUNT INCLUDES DISALLOWED TRANSPORTATION FRINGE BENEFITS, WHICH IS NOT REFLECTED ON FORM 990, PART VIII, COLUMN C. AS A RESULT, FORM 990, PART I, LINE 7A IS $(59,325). Form 990, Part IV, Line 9 PART IV, LINE 9 AND SCHEDULE D, PART IV CREDIT 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 POLICY THE 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 POLICY MIDWESTERN UNIVERSITY HAS A BOARD OF TRUSTEE APPROVED WRITTEN DOCUMENT RETENTION AND DESTRUCTION POLICY. Form 990, Part VI, Line 1a Delegate broad authority to a committee The 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 body THE 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 policy MIDWESTERN 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 public MIDWESTERN 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 Revenue Bookstore Revenue - Total Revenue: 20415, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 20415; Fitness Program Revenue - Total Revenue: 2487, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 2487; Vending Machines Revenue - Total Revenue: 3169, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 3169; Washing Machine Revenue - Total Revenue: 15749, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 15749; Campus Rental - Total Revenue: 37638, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 37638; Miscellaneous Revenue - Total Revenue: 157666, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 157666; Credit card fee revenue share - Total Revenue: 164072, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 164072; Misc Student Fees - Total Revenue: 153048, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 153048; Continuing Medical Education revenue - Total Revenue: 144913, Related or Exempt Function Revenue: 144913, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Student Activities - Total Revenue: 9640, Related or Exempt Function Revenue: 9640, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Alumni Events - Total Revenue: 460, Related or Exempt Function Revenue: 460, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Alumni Association Dues - Total Revenue: 35007, Related or Exempt Function Revenue: 35007, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Library Serices - Total Revenue: 66230, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 66230; Penalty Charges - Total Revenue: 698, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 698; Late Charges - Total Revenue: 8937, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 8937; Parking Fines - Total Revenue: 4413, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 4413; Returned Check Fee - Total Revenue: 450, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 450; Premium Income - Total Revenue: 171075, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 171075; Convenience Charge Revenue - Total Revenue: 6868, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 6868; Copy Center Chgs Revenue - Total Revenue: 1621, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 1621; Late Fee-Health Insurnce - Total Revenue: 5041, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 5041; MWU Student Sick Visit Revenue - Total Revenue: 98745, Related or Exempt Function Revenue: 98745, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Origination Fees - Total Revenue: 200, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 200; MSC Pt Rsrch Study Rev - Total Revenue: 1512, Related or Exempt Function Revenue: 1512, 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 balances UNREALIZED GAIN ON INTEREST RATE PROTECTION AGREEMENTS - 4658401; NET ASSET TRANSFER TO MIDWESTERN UNIVERSITY FOUNDATION - -64916; NONCASH CONTRIBUTIONS NOT REPORTED ON FINANCIAL STATEMENTS - -194292; LOSS ON IMPAIRMENT - -2915986; Part VI, LIne 15 A and B OFFICES & POSITIONS FOR WHICH PROCESS WAS USED, & YEAR PROCESS WAS BEGUN MIDWESTERN 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 2018 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 24 YEARS, HOWEVER, KORN FERRY HAY WAS RECENTLY ENGAGED TO REPLACE THE PRIOR FIRM. MIDWESTERN UNIVERSITY FOUNDATION 555 31ST STREET DOWNERS GROVE IL 60515 363955804 SUPPORT MWU IL 501(c)(3) 10 MWU true MIDWESTERN UNIVERSITY HOSP & MED CTRS 555 31ST STREET DOWNERS GROVE IL 60515 362166999 INACTIVE IL 501(c)(3) 3 MWU true MIDWESTERN UNIVERSITY PROPERTIES CORP 555 31ST STREET DOWNERS GROVE IL 60515 363377699 TITLE HOLDING IL 501(c)(2) MWU true OSTEOPATHIC MANAGEMENT ENTERPRISES INC 555 31ST STREET DOWNERS GROVE IL 60515 363483456 INACTIVE IL MWU C Corporation 0 0 1 true false false false false false false false false false false false false false false false false true true false MIDWESTERN UNIVERSITY FOUNDATION Q 351396481 CASH MIDWESTERN UNIVERSITY FOUNDATION R 351493675 Cash MIDWESTERN UNIVERSITY PROPERTIES CORP R 194822 CASH