THE MEDICAL COLLEGE OF WISCONSIN INC: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- THE MEDICAL COLLEGE OF WISCONSIN INC (EIN 39-0806261)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2019-05-14
- IRS object ID
- 201901349349309485
- Schema version
- 2017v2.3
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-14T17:22:38-05:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PricewaterhouseCoopers LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 SEAPORT BLVD SUITE 500 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390806261 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Medical College of Wisconsin Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % PAMELA J STANICK | InCareOfNm |
| Business Name Control | MEDI | BusinessNameControlTxt |
| Phone | 4149558665 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8701 Watertown Plank Road | AddressLine1Txt |
| City | Milwaukee | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 532263548 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARCLAY FERGUSON | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 4149558740 | PhoneNum |
| Signature | 2019-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAUL J TANIS | PreparerPersonNm |
| PTIN | P01441612 | PTIN |
| Phone | 6175305000 | PhoneNum |
| Preparation | 2019-05-09 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 155.201.188.33 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 04363820191345000061 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-05-14 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 7AB26BFB494F9B6E6B708F91EEB15FCE68C3CB22 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 5477481CA79227C5174834DE40144B170BD12694 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JOHN R RAYMOND SR MD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8701 Watertown Plank Road | AddressLine1Txt |
| City | Milwaukee | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 532263548 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,525,513,112 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | http://www.mcw.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1918 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | THE MEDICAL COLLEGE OF WISCONSIN (MCW) IS A DISTINGUISHED LEADER AND INNOVATOR IN THE EDUCATION AND DEVELOPMENT OF THE NEXT GENERATION OF PHYSICIANS, (CONTINUED IN SCHEDULE O) | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 6651 | TotalEmployeeCnt |
| Total Volunteers | 22 | TotalVolunteersCnt |
| Total Gross UBI | $736,359 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $779,452 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $171,540,243 | PYContributionsGrantsAmt |
| CY Contributions Grants | $152,950,270 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $891,071,981 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $953,168,825 | CYProgramServiceRevenueAmt |
| PY Investment Income | $81,297,225 | PYInvestmentIncomeAmt |
| CY Investment Income | $109,549,410 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,021,263 | PYOtherRevenueAmt |
| CY Other Revenue | $452,027 | CYOtherRevenueAmt |
| PY Total Revenue | $1,144,930,712 | PYTotalRevenueAmt |
| CY Total Revenue | $1,216,120,532 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $38,712,784 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $40,710,283 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $799,621,120 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $858,032,127 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $40,650 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $40,705 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $5,780,236 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $222,706,413 | PYOtherExpensesAmt |
| CY Other Expenses | $217,276,999 | CYOtherExpensesAmt |
| PY Total Expenses | $1,061,080,967 | PYTotalExpensesAmt |
| CY Total Expenses | $1,116,060,114 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $83,849,745 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $100,060,418 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,231,331,527 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,324,075,644 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $573,093,301 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $556,384,030 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,658,238,226 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,767,691,614 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MEDICAL COLLEGE OF WISCONSIN (MCW) IS A DISTINGUISHED LEADER AND INNOVATOR IN THE EDUCATION AND DEVELOPMENT OF THE NEXT GENERATION OF PHYSICIANS, (CONTINUED IN SCHEDULE O) | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $110,928,180 | ExpenseAmt |
| Grant | $11,541,842 | GrantAmt |
| Revenue | $75,452,606 | RevenueAmt |
| Desc | Education - Approximately 1,400 students are enrolled in degree-granting educational programs at MCW. This includes 972 medical students, 327 graduate students, 95 pharmacy students, and 41 Master of Science in Anesthesia students. MCW faculty supervise more than 700 physicians in residency training and 200 physicians in fellowship training through the Medical College of Wisconsin Affiliated Hospitals, Inc. (CONTINUED IN SCHEDULE O) | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $233,502,521 | ExpenseAmt |
| Grant | $24,545,567 | GrantAmt |
| Revenue | $29,696,704 | RevenueAmt |
| Desc | Research - MCW is a major national research center and the second largest research institution in Wisconsin. In fiscal year 2018, MCW invested $253.0 million in research, teaching, training and related purposes which will lead to improved patient care and health outcomes. This total includes $93.5 million from the National Institutes of Health (NIH). MCW ranks in the top third of U.S. medical schools in NIH research support. (CONTINUED IN SCHEDULE O) | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $640,215,827 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $847,195,355 | RevenueAmt |
| Desc | Patient Care - Approximately 1,600 MCW physicians and more than 650 nurse practitioners, physician assistants, and other health care practitioners provide adult patient care as the Medical College Physicians and pediatric patient care through Children's Specialty Group, a joint venture with Children's Hospital and Health System. The MCW physician practice includes doctors in every specialty and subspecialty of medicine. (CONTINUED IN SCHEDULE O) | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $12,580,532 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $4,622,874 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $824,160 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $997,227,060 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | Yes (true) | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (true) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | Yes (true) | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | Yes (true) | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 2538 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 6651 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (true) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (true) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAMELA J STANICK | PersonNm |
| Phone | 4149558665 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8701 WATERTOWN PLANK RD | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53226 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (46 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| JOHN R RAYMOND SR MD | |||||||||
| TRUSTEE/PRESIDENT AND CEO | 40.0 | 0.0 | Yes (X) | Yes (X) | $1,260,637 | $0 | $165,271 | ||
| JOSEPH KERSCHNER MD | |||||||||
| TRUSTEE/PROVOST& EXEC VP, DEAN | 40.0 | 0.0 | Yes (X) | Yes (X) | $1,044,973 | $0 | $146,978 | ||
| STEPHEN ROELL | |||||||||
| TRUSTEE/CHAIRMAN | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MARY ELLEN STANEK | |||||||||
| TRUSTEE/IMMEDIATE PAST CHAIR | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| CORY L NETTLES | |||||||||
| TRUSTEE/VICE CHAIRMAN | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JAY B WILLIAMS | |||||||||
| TRUSTEE/SECRETARY | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| THOMAS L SPERO | |||||||||
| TRUSTEE/TREASURER | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ELIZABETH BRENNER | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| RICARDO DIAZ | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| SUSAN A FEITH | |||||||||
| TRUSTEE UNTIL 1/19/18 | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| PHILIP B FLYNN | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| DAVID GAY | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| LINDA G GORENS-LEVEY | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| PAUL W GRIEPENTROG | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JON D HAMMES | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| PAUL E HANKWITZ MD | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JACQUELINE HERD-BARBER | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| TED D KELLNER | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JUSTIN L MORTARA PHD | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| WAYNE C OLDENBURG | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JANIS M ORLOWSKI MD | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| KRISTINA ROPELLA PHD | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| ROY L SILVERSTEIN MD | |||||||||
| TRUSTEE | 40.0 | 0.0 | Yes (X) | $633,127 | $0 | $42,338 | |||
| OWEN J SULLIVAN | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| RAVINDRA P MISRA PHD | |||||||||
| DEAN, GRADUATE SCHOOL | 40.0 | 0.0 | Yes (X) | $186,281 | $0 | $26,680 | |||
| GEORGE MACKINNON III PHD | |||||||||
| DEAN, PHARMACY SCHOOL | 40.0 | 0.0 | Yes (X) | $351,368 | $0 | $49,834 | |||
| CHRISTOPHER P KOPS | |||||||||
| EXEC VP-FINANCE & ADMIN, COO | 40.0 | 0.0 | Yes (X) | $688,860 | $0 | $98,041 | |||
| KURT L JANAVITZ | |||||||||
| SR VP-HEALTHCARE PARTNERSHIPS | 40.0 | 0.0 | Yes (X) | $292,650 | $0 | $59,511 | |||
| CHERYL MAURANA PHD | |||||||||
| SR VP-ACADEMIC PARTNERSHIPS | 40.0 | 0.0 | Yes (X) | $476,885 | $0 | $45,317 | |||
| GREGORY M WESLEY | |||||||||
| SR VP-STRATEGIC ALLIANCES | 40.0 | 0.0 | Yes (X) | $483,475 | $0 | $56,421 | |||
| JOHN T NEWSOME ESQ | |||||||||
| SR VP-GENERAL COUNSEL/ASST SEC | 40.0 | 0.0 | Yes (X) | $624,781 | $0 | $50,358 | |||
| MARA LORD | |||||||||
| VP-COMMUNICATIONS | 40.0 | 0.0 | Yes (X) | $233,372 | $0 | $48,140 | |||
| DANIEL WICKEHAM | |||||||||
| VP-CORP COMPLIANCE & RISK MGT | 40.0 | 0.0 | Yes (X) | $282,290 | $0 | $49,431 | |||
| ALICE ARCHABAL | |||||||||
| VP-DEVELOPMENT | 40.0 | 0.0 | Yes (X) | $396,318 | $0 | $88,312 | |||
| JEFFREY BORNEMANN | |||||||||
| VP-FACILITIES & OPERATIONS | 40.0 | 0.0 | Yes (X) | $238,018 | $0 | $43,616 | |||
| KATHRYN A KUHN | |||||||||
| VP-GOVT & COMMUNITY RELATIONS | 40.0 | 0.0 | Yes (X) | $262,127 | $0 | $48,457 | |||
| SHERRI DUCHARME-WHITE | |||||||||
| VP-HR & FACULTY AFFAIRS | 40.0 | 0.0 | Yes (X) | $371,236 | $0 | $52,782 | |||
| DAVID HOTCHKISS | |||||||||
| VP-INFORMATION SERVICES, CIO | 40.0 | 0.0 | Yes (X) | $338,064 | $0 | $51,912 | |||
| C GREER JORDAN PHD | |||||||||
| CHIEF DIVERSITY OFFICER | 40.0 | 0.0 | Yes (X) | $270,974 | $0 | $48,907 | |||
| BARCLAY FERGUSON | |||||||||
| CHIEF FINANCIAL OFFICER | 40.0 | 0.0 | Yes (X) | $358,076 | $0 | $33,474 | |||
| ROBERT LANE MD | |||||||||
| CHAIR, PROF DEPT OF PEDIATRICS | 38.0 | 2.0 | $565,784 | $0 | $51,456 | Yes (X) | |||
| DOUGLAS B EVANS MD | |||||||||
| CHAIR, PROF DEPT OF SURGERY | 40.0 | 0.0 | $1,610,311 | $0 | $41,094 | Yes (X) | |||
| VIKTOR HRASKA MD | |||||||||
| CHIEF, PROF PED CARDIAC SURG | 3.0 | 37.0 | $1,833,199 | $0 | $19,494 | Yes (X) | |||
| SHEKAR N KURPAD MD | |||||||||
| CHAIR, PROF OF NEUROSURGERY | 40.0 | 0.0 | $1,456,077 | $0 | $30,759 | Yes (X) | |||
| J CHANNING TASSONE MD | |||||||||
| PROF OF ORTHOPAEDIC SURGERY | 1.0 | 39.0 | $1,305,172 | $0 | $41,125 | Yes (X) | |||
| RONALD K WOODS MD | |||||||||
| PROF OF PED CARDIAC SURGERY | 1.0 | 39.0 | $1,491,481 | $0 | $51,680 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $17,055,536 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,441,388 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1804 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| C G SCHMIDT INC | |||||
| 11777 W LAKE PARK DRIVE | MILWAUKEE | WI | 53224 | CONSTRUCTION SERVICE | $67,170,548 |
| FROEDTERT HEALTH MEDICAL GROUP | |||||
| 9200 W WISCONSIN AVENUE | MILWAUKEE | WI | 53226 | PHYSICIAN/SHARED SVC | $10,221,099 |
| NATL MARROW DONOR PROGRAM | |||||
| 3433 BROADWAY STREET NE 400 | MINNEAPOLIS | MN | 55413 | RESEARCH SUBCONTRACT | $8,298,633 |
| MEDICAL COLLEGE OF WI AFFIL HOSP | |||||
| 8701 WATERTOWN PLANK ROAD | MILWAUKEE | WI | 53226 | RESIDENT SERVICES | $5,732,291 |
| CHILDRENS HOSPITAL OF WISCONSIN | |||||
| 9000 W WISCONSIN AVENUE | MILWAUKEE | WI | 53201 | CONTRACTUAL SERVICES | $4,292,549 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 179 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $798,797 | FundraisingAmt |
| Government Grants | $119,174,589 | GovernmentGrantsAmt |
| All Other Contributions | $32,976,884 | AllOtherContributionsAmt |
| Noncash Contributions | $1,642,725 | NoncashContributionsAmt |
| Total Contributions | $152,950,270 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| CLINICAL PRACTICE PLAN REVENUE | 621110 | $580,902,582 | $580,895,674 | $6,908 |
| PHYSICIAN CONTRACTS/AFFILIATE SVCS | 621110 | $150,625,726 | $150,625,726 | |
| MEDICARE/MEDICAID PAYMENTS | 621110 | $126,750,036 | $126,750,036 | |
| MEDICAL INSTRUCTION TUITION AND FEES | 611600 | $60,270,025 | $60,270,025 | |
| NON-GOVERNMENTAL GRANTS AND CONTRACTS | 541700 | $27,206,913 | $27,206,913 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,413,543 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,413,543 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $953,168,825 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $26,571,234 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$440,329 | UnrelatedBusinessRevenueAmt |
| Exclusion | $27,011,563 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,552 | TotalRevenueColumnAmt |
| Exclusion | $11,552 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $696,345 | TotalRevenueColumnAmt |
| Exclusion | $696,345 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $2,759,049 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $2,646,752 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $112,297 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $112,297 | TotalRevenueColumnAmt |
| Exclusion | $112,297 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $383,501,957 | SecuritiesAmt |
| Other | $5,578,880 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $305,558,042 | SecuritiesAmt |
| Other | $556,171 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $77,943,915 | SecuritiesAmt |
| Other | $5,022,709 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $82,966,624 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $1,136,961 | UnrelatedBusinessRevenueAmt |
| Exclusion | $81,829,663 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $187,841 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $798,797 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $597,523 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$409,682 | TotalRevenueColumnAmt |
| Exclusion | -$409,682 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $26,630 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $6,382 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20,248 | TotalRevenueColumnAmt |
| Exclusion | $20,248 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $60,529 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $27,710 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $32,819 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $32,819 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,216,120,532 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $953,161,917 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $736,359 | UnrelatedBusinessRevenueAmt |
| Exclusion | $109,271,986 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,755,638 | TotalAmt |
| Program Services | $29,755,638 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,509,563 | TotalAmt |
| Program Services | $10,509,563 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $445,082 | TotalAmt |
| Program Services | $445,082 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,863,933 | TotalAmt |
| Program Services | $2,765,965 | ProgramServicesAmt |
| Management And General | $7,305,852 | ManagementAndGeneralAmt |
| Fundraising | $792,116 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,012,493 | TotalAmt |
| Program Services | $1,012,493 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $713,546,035 | TotalAmt |
| Program Services | $663,152,570 | ProgramServicesAmt |
| Management And General | $47,745,754 | ManagementAndGeneralAmt |
| Fundraising | $2,647,711 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,852,080 | TotalAmt |
| Program Services | $33,692,425 | ProgramServicesAmt |
| Management And General | $2,999,921 | ManagementAndGeneralAmt |
| Fundraising | $159,734 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,530,497 | TotalAmt |
| Program Services | $53,956,534 | ProgramServicesAmt |
| Management And General | $4,333,658 | ManagementAndGeneralAmt |
| Fundraising | $240,305 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,227,089 | TotalAmt |
| Program Services | $33,734,589 | ProgramServicesAmt |
| Management And General | $3,331,042 | ManagementAndGeneralAmt |
| Fundraising | $161,458 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,073,707 | TotalAmt |
| Program Services | $474,791 | ProgramServicesAmt |
| Management And General | $598,916 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $578,277 | TotalAmt |
| Management And General | $578,277 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $277,538 | TotalAmt |
| Program Services | $271,652 | ProgramServicesAmt |
| Management And General | $5,886 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,705 | TotalAmt |
| Fundraising | $40,705 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,599,542 | TotalAmt |
| Management And General | $5,599,542 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,745,104 | TotalAmt |
| Program Services | $32,012,885 | ProgramServicesAmt |
| Management And General | $7,746,650 | ManagementAndGeneralAmt |
| Fundraising | $985,569 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,933,759 | TotalAmt |
| Program Services | $1,928,960 | ProgramServicesAmt |
| Fundraising | $4,799 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,673,789 | TotalAmt |
| Program Services | $4,902,547 | ProgramServicesAmt |
| Management And General | $3,642,577 | ManagementAndGeneralAmt |
| Fundraising | $128,665 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,297,283 | TotalAmt |
| Program Services | $5,351,777 | ProgramServicesAmt |
| Management And General | $8,819,861 | ManagementAndGeneralAmt |
| Fundraising | $125,645 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $114,021 | TotalAmt |
| Program Services | $114,021 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,123,138 | TotalAmt |
| Program Services | $29,741,299 | ProgramServicesAmt |
| Management And General | $5,151,259 | ManagementAndGeneralAmt |
| Fundraising | $230,580 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,820,559 | TotalAmt |
| Program Services | $9,363,942 | ProgramServicesAmt |
| Management And General | $403,516 | ManagementAndGeneralAmt |
| Fundraising | $53,101 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,307,705 | TotalAmt |
| Program Services | $6,745,290 | ProgramServicesAmt |
| Management And General | $552,202 | ManagementAndGeneralAmt |
| Fundraising | $10,213 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,266,659 | TotalAmt |
| Program Services | $7,025,197 | ProgramServicesAmt |
| Management And General | $1,241,462 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,583,181 | TotalAmt |
| Program Services | $24,895,110 | ProgramServicesAmt |
| Management And General | $6,572,292 | ManagementAndGeneralAmt |
| Fundraising | $115,779 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $551,472 | TotalAmt |
| Program Services | $1,465 | ProgramServicesAmt |
| Management And General | $550,007 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MEDICAL & RESEARCH SUPPLIES | $20,018,446 | $20,018,446 | ||
| EQUIPMENT & MAINTENANCE | $9,695,272 | $5,690,696 | $3,982,032 | $22,544 |
| DUES & SUBSCRIPTIONS | $8,686,131 | $8,276,625 | $396,151 | $13,355 |
| RESIDENTS & FELLOWS | $6,910,851 | $6,910,851 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,020,565 | TotalAmt |
| Program Services | $4,476,647 | ProgramServicesAmt |
| Management And General | $1,495,961 | ManagementAndGeneralAmt |
| Fundraising | $47,957 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,116,060,114 | TotalAmt |
| Program Services | $997,227,060 | ProgramServicesAmt |
| Management And General | $113,052,818 | ManagementAndGeneralAmt |
| Fundraising | $5,780,236 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $143,636 | BOYAmt |
| EOY | $173,456 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,006,583 | BOYAmt |
| EOY | $53,228,075 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,459,743 | BOYAmt |
| EOY | $57,364,429 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $96,970,671 | BOYAmt |
| EOY | $102,216,177 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,937 | BOYAmt |
| EOY | $62,571 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,226,176 | BOYAmt |
| EOY | $4,476,039 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $694,008,517 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $396,105,032 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $245,763,843 | BOYAmt |
| EOY | $297,903,485 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $403,741,677 | BOYAmt |
| EOY | $417,571,961 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,179,298,491 | BOYAmt |
| EOY | $1,270,206,164 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $96,751,620 | BOYAmt |
| EOY | $109,459,412 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,325,802 | BOYAmt |
| EOY | $6,010,957 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,589,348 | BOYAmt |
| EOY | $5,402,918 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,231,331,527 | BOYAmt |
| EOY | $2,324,075,644 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $234,303,048 | BOYAmt |
| EOY | $227,029,054 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,529,611 | BOYAmt |
| EOY | $24,199,707 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $281,166,074 | BOYAmt |
| EOY | $274,057,158 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,385,742 | BOYAmt |
| EOY | $8,724,485 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,495,200 | BOYAmt |
| EOY | $1,495,200 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,213,626 | BOYAmt |
| EOY | $20,878,426 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $573,093,301 | BOYAmt |
| EOY | $556,384,030 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $985,313,820 | BOYAmt |
| EOY | $1,071,221,124 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $277,179,269 | BOYAmt |
| EOY | $290,200,506 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $395,745,137 | BOYAmt |
| EOY | $406,269,984 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,658,238,226 | BOYAmt |
| EOY | $1,767,691,614 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,231,331,527 | BOYAmt |
| EOY | $2,324,075,644 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $100,060,418 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $6,537,406 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $2,855,564 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $148,438,376 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $153,455,335 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $151,693,606 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $171,540,243 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $152,950,270 | CurrentTaxYearAmt |
| Total | $778,077,830 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $148,438,376 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $153,455,335 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $151,693,606 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $171,540,243 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $152,950,270 | CurrentTaxYearAmt |
| Total | $778,077,830 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $778,077,830 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $28,087,103 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $27,040,606 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $29,174,899 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $29,163,522 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $30,478,509 | CurrentTaxYearAmt |
| Total | $143,944,639 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $43,840 | CurrentTaxYearAmt |
| Total | $43,840 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $314,651 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $293,595 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $264,888 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $284,718 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $275,000 | CurrentTaxYearAmt |
| Total | $1,432,852 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $923,499,161 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $4,272,262,577 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.84253 | PublicSupportCY170Pct |
| Public Support PY170 | 0.84554 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part II, Section B, Line 10 | FormAndLineReferenceDesc |
| Explanation | Other Income includes gross income from fundraising events, gross income from gaming activities, and gross sales of inventory, less returns and allowances. | ExplanationTxt |
Schedule B IRS990ScheduleB
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | Yes (true) | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (true) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $416,926 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | Yes (true) | OtherActivitiesInd |
| Total Lobbying Expenditures | $416,926 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule C, Part II-B, Line 1g | MCW ATTEMPTED TO INFLUENCE LEGISLATIVE AND ADMINISTRATIVE ACTION OF BOTH THE STATE OF WISCONSIN AND FEDERAL GOVERNMENTS IN AREAS THAT RELATE TO MCW'S MISSIONS. THE AREAS OF LEGISLATIVE ACTION WERE: EDUCATION, HEALTH, INSURANCE, BUDGET AND TAX RELATED ISSUES. IN THE AREAS OF ADMINISTRATIVE ACTION, THE AGENCIES CONTACTED WERE: THE WISCONSIN LEGISLATURE AND THE EXECUTIVE BRANCH INCLUDING THE STATE'S DEPARTMENT OF ADMINISTRATION, DEPARTMENT OF HEALTH SERVICES, HIGHER EDUCATIONAL AIDS BOARD, OFFICE OF COMMISSIONER OF INSURANCE, AND DEPARTMENT OF COMMERCE, AS WELL AS THE FEDERAL DEPARTMENT OF HEALTH AND HUMAN SERVICES AND DEPARTMENT OF DEFENSE. LOBBYING EXPENDITURES FOR IN-HOUSE LOBBYIST'S COMPENSATION AND FRINGE BENEFITS AND EXTERNAL LOBBYIST'S CONTRACT FEES AND EXPENSES TOTALED $416,926. |
| Schedule C, Part II-B, Line 1I | MCW pays membership dues to member organizations which may engage in lobbying activities. Therefore, an insubstantial portion of the dues may be attributable to lobbying activities. |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $875,162,690 | BeginningYearBalanceAmt |
| Contributions | $20,022,269 | ContributionsAmt |
| Investment Earnings Or Losses | $67,684,013 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,700,389 | GrantsOrScholarshipsAmt |
| Other Expenditures | $26,937,799 | OtherExpendituresAmt |
| Administrative Expenses | $3,632,310 | AdministrativeExpensesAmt |
| End Year Balance | $930,598,474 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $750,699,730 | BeginningYearBalanceAmt |
| Contributions | $29,552,286 | ContributionsAmt |
| Investment Earnings Or Losses | $124,822,969 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,355,343 | GrantsOrScholarshipsAmt |
| Other Expenditures | $25,051,659 | OtherExpendituresAmt |
| Administrative Expenses | $3,505,293 | AdministrativeExpensesAmt |
| End Year Balance | $875,162,690 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $777,876,016 | BeginningYearBalanceAmt |
| Contributions | $23,563,395 | ContributionsAmt |
| Investment Earnings Or Losses | -$22,696,974 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,276,426 | GrantsOrScholarshipsAmt |
| Other Expenditures | $23,292,487 | OtherExpendituresAmt |
| Administrative Expenses | $3,473,794 | AdministrativeExpensesAmt |
| End Year Balance | $750,699,730 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $748,266,595 | BeginningYearBalanceAmt |
| Contributions | $32,663,941 | ContributionsAmt |
| Investment Earnings Or Losses | $23,480,814 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $943,058 | GrantsOrScholarshipsAmt |
| Other Expenditures | $22,355,803 | OtherExpendituresAmt |
| Administrative Expenses | $3,236,473 | AdministrativeExpensesAmt |
| End Year Balance | $777,876,016 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $597,705,212 | BeginningYearBalanceAmt |
| Contributions | $72,358,750 | ContributionsAmt |
| Investment Earnings Or Losses | $102,552,368 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $755,803 | GrantsOrScholarshipsAmt |
| Other Expenditures | $20,775,819 | OtherExpendituresAmt |
| Administrative Expenses | $2,818,113 | AdministrativeExpensesAmt |
| End Year Balance | $748,266,595 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.40000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.41000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.19000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Land | LandGrp |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $410,219,676 | OtherCostOrOtherBasisAmt |
| Depreciation | $196,705,595 | DepreciationAmt |
| Book Value | $213,514,081 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $17,061,364 | OtherCostOrOtherBasisAmt |
| Depreciation | $14,808,118 | DepreciationAmt |
| Book Value | $2,253,246 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $250,885,735 | OtherCostOrOtherBasisAmt |
| Depreciation | $183,640,700 | DepreciationAmt |
| Book Value | $67,245,035 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $15,841,742 | OtherCostOrOtherBasisAmt |
| Depreciation | $950,619 | DepreciationAmt |
| Book Value | $14,891,123 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $297,903,485 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| CLOSELY-HELD EQUITY SECURITIES | $371,911,654 | F |
| COMMINGLED EQUITY FUNDS | $708,119,167 | F |
| COMMINGLED BOND FUNDS | $167,774,901 | F |
| EQUITY MUTUAL FUNDS | $19,668,857 | F |
| GUARANTEED INVSTMENT CONTRACTS | $2,731,585 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $1,270,206,164 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| US GOVT. SPONSORED LOAN FUND | $10,011,436 |
| INTEREST RATE SWAP AGREEMENT | $10,866,990 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $20,878,426 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part V, Line 4 | MCW's ENDOWMENT FUNDS HAVE BEEN ESTABLISHED FOR THE FOLLOWING PURPOSES: 1) PROVIDE FUNDING FOR ACTIVITIES THAT SUPPORT THE MISSIONS OF INSTRUCTION, RESEARCH, PATIENT CARE AND COMMUNITY ENGAGEMENT 2) PROVIDE A REVENUE SOURCE FOR ENDOWED PURPOSES SUCH AS SCHOLARSHIPS, STUDENT LOANS, PROFESSORSHIPS, AND PROGRAM ENHANCEMENTS 3) PROVIDE A REVENUE SOURCE FOR CAPITAL REQUIREMENTS 4) PROVIDE A REVENUE SOURCE FOR INITIATIVES OF THE ADVANCING A HEALTHIER WISCONSIN PROGRAM 5) PROVIDE A REVENUE SOURCE FOR PROGRAMS, ACTIVITIES, CONTINGENCIES AND OTHER PURPOSES AS THE BOARD OF TRUSTEES MAY CONSIDER APPROPRIATE. SCHEDULE D, PART VII THE GUARANTEED INVESTMENT CONTRACTS ARE ASSETS OF A FROZEN SECTION 457 DEFINED CONTRIBUTION RETIREMENT PLAN. |
| Schedule D, Part X, Line 2 | FIN 48 FOOTNOTE: MCW applies the standards for accounting for uncertainty in income taxes contained in FASB ASC Topic 740, Income Taxes (ASC Topic 740). ASC Topic 740 addresses the determination of how tax benefits resulting from tax positions taken or expected to be taken on a tax return should be recorded in the financial statements. Under ASC Topic 740, the tax benefit from an uncertain tax position is recognized if it is more likely than not that the tax position will be sustained on examination by the taxing authorities, based on the technical merits of the position. The tax benefits recognized in the consolidated financial statements from such a position are measured based on the largest benefit that has a greater than 50% likelihood of being realized upon ultimate settlement. MCW does not have a liability for unrecognized tax benefits as of June 30, 2018. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (true) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3 | MCW values diversity among its student body and actively recruits to promote diversity. Diversity is demonstrated by the makeup of MCW's student body. Almost half of MCW's student body is not from the State of Wisconsin and many of those from within Wisconsin are not local. Therefore, MCW's commitment to recruitment and training of a multicultural student body along with its non-discrimination policy is publicized on MCW's website and in its brochures and publications. |
| PART I, Line 6a | MCW receives research grants and contracts from several governmental agencies, including but not limited to, the Department of Health and Human Services, the Department of Defense, the Department of Transportation, the Department of Veterans' Affairs, the National Science Foundation and the State of Wisconsin. Many MCW students are eligible to receive federal student financial aid, including but not limited to, the Federal Primary Care Loan Program. In addition, federally guaranteed loans are issued to students of MCW through the Department of Education's Direct Loan Program. The State of Wisconsin provides tuition assistance to medical students who are Wisconsin residents. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (17 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | EmployeeEmployeeCnt |
|---|---|---|---|---|
| Central America and the Caribbean | Program Services | RESEARCH/SUBAWARDS | $32,680 | |
| Europe (Including Iceland and Greenland) | Program Services | RESEARCH/SUBAWARDS | $311,045 | |
| North America | Program Services | RESEARCH/SUBAWARDS | $169,006 | |
| Russia and the Newly Independent States | Program Services | RESEARCH/SUBAWARDS | $154,678 | 1 |
| South Asia | Program Services | RESEARCH/SUBAWARDS | $6,408 | |
| Central America and the Caribbean | Program Services | SEMINARS/CONFERENCES | $50,729 | |
| East Asia and the Pacific | Program Services | SEMINARS/CONFERENCES | $73,918 | |
| Europe (Including Iceland and Greenland) | Program Services | SEMINARS/CONFERENCES | $520,197 | |
| Middle East and North Africa | Program Services | SEMINARS/CONFERENCES | $18,512 | |
| North America | Program Services | SEMINARS/CONFERENCES | $338,894 | |
| Russia and the Newly Independent States | Program Services | SEMINARS/CONFERENCES | $36,174 | |
| South America | Program Services | SEMINARS/CONFERENCES | $46,803 | |
| South Asia | Program Services | SEMINARS/CONFERENCES | $21,740 | |
| Sub-Saharan Africa | Program Services | SEMINARS/CONFERENCES | $35,174 | |
| Central America and the Caribbean | Investments | $588,909,827 | ||
| Europe (Including Iceland and Greenland) | Investments | $4,524,259 | ||
| North America | Investments | $195,948 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Employees | 1 | SubtotalEmployeesCnt |
| Total Employee | 1 | TotalEmployeeCnt |
| Subtotal Spent | $595,445,992 | SubtotalSpentAmt |
| Total Spent | $595,445,992 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (5 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|
| Central America and the Caribbean | RESEARCH SUBAWARD | $32,680 | WIRE |
| Europe (Including Iceland and Greenland) | RESEARCH SUBAWARD | $156,050 | WIRE |
| Europe (Including Iceland and Greenland) | RESEARCH SUBAWARD | $43,191 | CHECK |
| North America | RESEARCH SUBAWARD | $86,897 | CHECK |
| Russia and the Newly Independent States | RESEARCH SUBAWARD | $126,264 | WIRE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 5 | Total501c3OrgCnt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule F, Part I, Line 2 | MCW IS THE RECIPIENT OF FEDERAL AND NON-FEDERAL GRANT FUNDS. SOME OF THE GRANT AWARDS ARE SUBAWARDED TO QUALIFIED FOREIGN ORGANIZATIONS (SUBRECIPIENTS) TO CARRY OUT A PART OF THE PROJECT, BASED ON THE REQUIREMENTS OF THE PRIME AWARD. TO MONITOR THE USE OF GRANT FUNDS UNDER THE SUBAWARDS, MCW ENTERS INTO SIGNED SUBAWARD AGREEMENTS WHICH CONTAIN THE TERMS AND CONDITIONS OF THE SUBAWARD RELATIONSHIP. THE SUBAWARD AGREEMENTS REQUIRE THAT PRIOR TO REIMBURSEMENT OF EXPENSES THE SUBRECIPIENT MUST PROVIDE A CERTIFIED INVOICE TO MCW. BEFORE APPROVAL OF AN INVOICE FOR PAYMENT, MCW VERIFIES THAT THE INVOICE AND SUPPORTING DOCUMENTATION SUBMITTED BY THE SUBRECIPIENT ARE IN LINE WITH THE APPROVED SUBAWARD BUDGET AND THAT THE COST DETAIL PRESENTED PROVIDES REASONABLE ASSURANCE THAT COSTS TO BE REIMBURSED ARE ALLOWABLE, ALLOCABLE, AND REASONABLE. PROGRESS REPORTS SUBMITTED BY THE SUBRECIPIENT ARE REVIEWED TO DETERMINE THAT PROGRESS IS MADE TOWARD THE GOALS AND OBJECTIVES OF THE SUBAWARD. AS FOREIGN ENTITIES ARE NOT SUBJECT TO SINGLE AUDITS, FOREIGN SUBRECIPIENTS ARE REQUIRED TO SUBMIT A SUBRECIPIENT QUESTIONNAIRE THAT DESCRIBES THEIR ACCOUNTING PRACTICES WITH REGARD TO THE SUBAWARD. BASED ON THE QUESTIONNAIRE, MCW ASSESSES THE RISK OF THE ORGANIZATION AND PERFORMS ADDITIONAL MONITORING TASKS AS APPROPRIATE. |
| SCHEDULE F, PARTS I and II - ACCOUNTING METHOD | EXPENDITURES PER REGION AND RESEARCH SUBAWARDS ARE REPORTED ON AN ACCRUAL BASIS, WHICH IS THE METHOD USED TO ACCOUNT FOR THEM IN THE ORGANIZATION'S FINANCIAL STATEMENTS. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | True Sense Donor Engagement Team In | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 COMMERCE DRIVE | AddressLine1Txt |
| City | FREEDOM | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | telemarket services | ActivityTxt |
| Fundraiser Control Of Funds | false | FundraiserControlOfFundsInd |
| Gross Receipts | $93,480 | GrossReceiptsAmt |
| Retained By Contractor | $40,705 | RetainedByContractorAmt |
| Net To Organization | $52,775 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $93,480 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $40,705 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $52,775 | TotalNetToOrganizationAmt |
| All States | All States | AllStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | DDC DINNER | Event1Nm |
| Gross Receipts Event1 | $297,200 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $268,600 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $28,600 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $0 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $0 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $2,054 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $99,192 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $172,042 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $26,384 | OtherDirectExpensesEvent1Amt |
| Event2 | GOLF EVENT | Event2Nm |
| Gross Receipts Event2 | $211,500 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $147,201 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $64,299 | GrossRevenueEvent2Amt |
| Cash Prizes Event2 | $0 | CashPrizesEvent2Amt |
| Non Cash Prizes Event2 | $0 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $46,850 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $38,976 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $50,858 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $1,560 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 8 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $477,938 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $382,996 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $94,942 | GrossRevenueOtherEventsAmt |
| Cash Prizes Other Events | $0 | CashPrizesOtherEventsAmt |
| Non Cash Prizes Other Events | $3,890 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $55,537 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $77,193 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $575 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $22,412 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $986,638 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $798,797 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $187,841 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $0 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $3,890 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $104,441 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $215,361 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $223,475 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $50,356 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $597,523 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$409,682 | NetIncomeSummaryAmt |
Gaming Information GamingInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Other Gaming | $26,630 | GrossRevenueOtherGamingAmt |
| Non Cash Prizes Other Gaming | $6,325 | NonCashPrizesOtherGamingAmt |
| Oth Direct Expnss Other Gaming | $57 | OthDirectExpnssOtherGamingAmt |
| Volunteer Labor Other Gaming | false | VolunteerLaborOtherGamingInd |
| Gross Revenue Total Gaming | $26,630 | GrossRevenueTotalGamingAmt |
| Non Cash Prizes Total Gaming | $6,325 | NonCashPrizesTotalGamingAmt |
| Oth Direct Expnss Total Gaming | $57 | OthDirectExpnssTotalGamingAmt |
| Direct Expense Summary Gaming | $6,382 | DirectExpenseSummaryGamingAmt |
| Net Gaming Income Summary | $20,248 | NetGamingIncomeSummaryAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | WI | StatesWhereGamingConductedCd |
| Licensed | Yes (true) | LicensedInd |
| License Suspended Etc | false | LicenseSuspendedEtcInd |
| Gaming With Nonmembers | false | GamingWithNonmembersInd |
| Member Of Other Entity | false | MemberOfOtherEntityInd |
| Individual With Books | Alice Archabal VP of Development | IndividualWithBooksNm |
Persons With Books US Address PersonsWithBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8701 Watertown Plank Road | AddressLine1Txt |
| City | Milwaukee | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53226 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct With3rd Prty For Game Rev | false | CntrctWith3rdPrtyForGameRevInd |
| Gaming Manager Person | ALICE ARCHABAL | GamingManagerPersonNm |
| Gaming Manager Services Prov | SEE PART IV | GamingManagerServicesProvTxt |
| Gaming Manager Is Director Ofcr | Yes (X) | GamingManagerIsDirectorOfcrInd |
| Charitable Distribution Rqr | false | CharitableDistributionRqrInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE G, PART III, LINE 16 | FormAndLineReferenceDesc |
| Explanation | GAMING CONSISTS OF RAFFLES CONDUCTED AS PART OF THE FUNDRAISING EVENTS HELD BY MCW. ALICE ARCHABAL HAS OVERSIGHT RESPONSIBILITIES FOR FUNDRAISING EVENTS, BUT DELEGATES SPECIFIC DUTIES TO HER STAFF. SHE IS COMPENSATED FOR HER ROLE AS VP OF DEVELOPMENT AND DOES NOT RECEIVE SEPARATE COMPENSATION FOR GAMING EVENTS. HER ENTIRE COMPENSATION IS DISCLOSED IN PART VII AND SCHEDULE J AS AN OFFICER OF MCW. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (155 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| 16TH ST COMMUNITY HEALTH CENTER | |||||||
| 1337 S 16TH ST 2ND FLR | MILWAUKEE | WI | 53204 | 391180475 | 501(c)(3) | $101,945 | ADVANCE HEALTH WI |
| 16TH ST COMMUNITY HEALTH CENTER | |||||||
| 1337 S 16TH ST 2ND FLR | MILWAUKEE | WI | 53204 | 391180475 | 501(c)(3) | $20,522 | RESEARCH SUBAWARD |
| AIDS FOUNDATION OF CHICAGO | |||||||
| 200 W JACKSON BLVD 2100 | CHICAGO | IL | 60606 | 363412054 | 501(c)(3) | $52,583 | RESEARCH SUBAWARD |
| AIDS RESOURCE CENTER OF WISCONSIN INC | |||||||
| PO BOX 510498 | MILWAUKEE | WI | 53203 | 391534049 | 501(c)(3) | $152,702 | RESEARCH SUBAWARD |
| AIDS TASKFORCE OF GREATER CLEVELAND | |||||||
| 3210 EUCLID AVENUE | CLEVELAND | OH | 44115 | 341433612 | 501(c)(3) | $66,730 | RESEARCH SUBAWARD |
| ALMA CENTER INC | |||||||
| 2821 N 4TH STREET | MILWAUKEE | WI | 53212 | 364530524 | 501(c)(3) | $10,065 | ADVANCE HEALTH WI |
| ARKANSAS CHILDRENS HOSPITAL RESEARCH INST | |||||||
| 13 CHILDRENS WAY | LITTLE ROCK | AK | 72202 | 710694931 | 501(c)(3) | $18,000 | RESEARCH SUBAWARD |
| AURORA HEALTH CARE INC | |||||||
| 750 W VIRGINIA STREET | MILWAUKEE | WI | 53234 | 391442285 | 501(c)(3) | $68,478 | RESEARCH SUBAWARD |
| BANYAN BIOMARKERS INC | |||||||
| 16744 W BERNARDO DR | SAN DIEGO | CA | 92127 | 201449566 | N/A | $241,844 | RESEARCH SUBAWARD |
| BAYLOR COLLEGE OF MEDICINE | |||||||
| ONE BAYLOR PLAZA | HOUSTON | TX | 77030 | 741613878 | 501(c)(3) | $80,598 | RESEARCH SUBAWARD |
| BENAROYA RESEARCH INSTITUTE | |||||||
| 1201 NINTH AVENUE | SEATTLE | WA | 98101 | 910653422 | 501(c)(3) | $24,979 | RESEARCH SUBAWARD |
| BENEDICT CENTER | |||||||
| 135 W WELLS ST STE 700 | MILWAUKEE | WI | 53203 | 391226475 | 501(c)(3) | $8,655 | ADVANCE HEALTH WI |
| BIENESTAR HUMAN SERVICES INC | |||||||
| 5326 E BEVERLY BLVD | LOS ANGELES | CA | 90022 | 954505737 | 501(c)(3) | $103,698 | RESEARCH SUBAWARD |
| BROWN COUNTY UNITED WAY | |||||||
| 112 N ADAMS ST STE 201 | GREEN BAY | WI | 54301 | 390806299 | 501(c)(3) | $26,284 | ADVANCE HEALTH WI |
| BUCK INSTITUTE FOR RESEARCH ON AGING | |||||||
| 8001 REDWOOD BOULEVARD | NOVATO | CA | 94945 | 943030609 | 501(c)(3) | $331,579 | RESEARCH SUBAWARD |
| CELEBRATE CHILDREN FOUNDATION | |||||||
| 110 E MAIN STREET STE 810 | MADISON | WI | 53703 | 391946398 | 501(c)(3) | $93,412 | ADVANCE HEALTH WI |
| CENTER FOR HOUSING AND HEALTH | |||||||
| 200 W JACKSON BLVD 2100 | CHICAGO | IL | 60606 | 264287202 | 501(c)(3) | $357,000 | RESEARCH SUBAWARD |
| CENTER FOR VETERANS ISSUES LTD | |||||||
| 315 W COURT STREET | MILWAUKEE | WI | 53212 | 391712359 | 501(c)(3) | $44,488 | ADVANCE HEALTH WI |
| CENTER FOR YOUTH ENGAGEMENT | |||||||
| 4850 W FOND DU LAC AVE | MILWAUKEE | WI | 53212 | 391981273 | 501(c)(3) | $43,801 | ADVANCE HEALTH WI |
| CHILDRENS HEALTHCARE OF ATLANTA INC | |||||||
| 1584 TULLIE CIRCLE | ATLANTA | GA | 30329 | 582367819 | 501(c)(3) | $6,349 | RESEARCH SUBAWARD |
| CHILDRENS HOSPITAL OF WISCONSIN | |||||||
| 9000 W WISCONSIN AVENUE | MILWAUKEE | WI | 53201 | 390812532 | 501(c)(3) | $869,479 | RESEARCH SUBAWARD |
| CITY OF MILWAUKEE HEALTH DEPARTMENT | |||||||
| 841 N BROADWAY | MILWAUKEE | WI | 53202 | 396005532 | GOVT | $10,111 | ADVANCE HEALTH WI |
| CLEVELAND CLINIC FOUNDATION | |||||||
| 9500 EUCLIND AVE JJN5 | CLEVELAND | OH | 44195 | 912153073 | 501(c)(3) | $11,418 | RESEARCH SUBAWARD |
| COLUMBIA UNIVERSITY | |||||||
| 615 WEST 131ST ST | NEW YORK | NY | 10027 | 135598093 | 501(c)(3) | $34,940 | RESEARCH SUBAWARD |
| CONCORDIA UNIVERSITY WISCONSIN | |||||||
| 12800 N LAKE SHORE DRIVE | MEQUON | WI | 53097 | 390833608 | 501(c)(3) | $40,312 | RESEARCH SUBAWARD |
| COOPERATIVE EDUCATION SERVICE AGENCY #7 | |||||||
| 595 BAETEN ROAD | GREEN BAY | WI | 54304 | 391515860 | 501(c)(3) | $91,952 | ADVANCE HEALTH WI |
| DANA FARBER CANCER INSTITUTE INC | |||||||
| 450 BROOKLINE AVENUE | BOSTON | MA | 02215 | 042263040 | 501(c)(3) | $36,219 | RESEARCH SUBAWARD |
| DARTMOUTH COLLEGE | |||||||
| 11 ROPE FERRY ROAD | HANOVER | NH | 03755 | 020222111 | 501(c)(3) | $287,398 | TRANSFRM MED EDUC |
| DIVERSE AND RESILIENT INC | |||||||
| 2439 HOLTON STREET | MILWAUKEE | WI | 53202 | 300084616 | 501(c)(3) | $91,121 | ADVANCE HEALTH WI |
| DUKE UNIVERSITY | |||||||
| 324 BLACKWELL ST BLDG 850 | DURHAM | NC | 27701 | 560532129 | 501(c)(3) | $138,210 | RESEARCH SUBAWARD |
| EAU CLAIRE CITY-COUNTY HEALTH DEPARTMENT | |||||||
| 720 2ND AVENUE | EAU CLAIRE | WI | 54703 | 396005436 | GOVT | $231,218 | ADVANCE HEALTH WI |
| EMMES CORPORATION THE | |||||||
| 401 N WASHINGTON ST | ROCKVILLE | MD | 20850 | 541058268 | N/A | $3,542,454 | RESEARCH SUBAWARD |
| EMORY UNIVERSITY | |||||||
| 1599 CLIFTON ROAD | ATLANTA | GA | 30322 | 580566256 | 501(c)(3) | $11,261 | RESEARCH SUBAWARD |
| FAMILIES AND SCHOOLS TOGETHER INC | |||||||
| 2801 INTERNATIONL LN 212 | MADISON | WI | 53704 | 391895298 | 501(c)(3) | $10,000 | ADVANCE HEALTH WI |
| FEEDING AMERICA EASTERN WISCONSIN INC | |||||||
| 1700 W FOND DU LAC AVE | MILWAUKEE | WI | 53205 | 391384593 | 501(c)(3) | $53,849 | ADVANCE HEALTH WI |
| FOND DU LAC SCHOOL DISTRICT | |||||||
| 72 W 9TH STREET | FOND DU LAC | WI | 54935 | 391411371 | GOVT | $13,097 | ADVANCE HEALTH WI |
| FONDY FOOD CENTER INC | |||||||
| 2347 W FOND DU LAC AVE | MILWAUKEE | WI | 53206 | 311751969 | 501(c)(3) | $18,405 | ADVANCE HEALTH WI |
| FOUNDATIONS HEALTH AND WHOLENESS INC | |||||||
| 1061 W MASON STREET | GREEN BAY | WI | 54303 | 391047205 | N/A | $90,649 | ADVANCE HEALTH WI |
| FRED HUTCHINSON CANCER RESEARCH CENTER | |||||||
| 1100 FARVIEW AVE N | SEATTLE | WA | 98109 | 237156071 | 501(c)(3) | $190,348 | RESEARCH SUBAWARD |
| GENEVA FOUNDATION | |||||||
| 917 PACIFIC AVENUE NO 600 | TACOMA | WA | 98402 | 911593913 | 501(c)(3) | $409,996 | RESEARCH SUBAWARD |
| H LEE MOFFITT CANCER CTR & RESEARCH INST | |||||||
| 12902 MAGNOLIA DRIVE | TAMPA | FL | 33612 | 592451713 | 501(c)(3) | $14,728 | RESEARCH SUBAWARD |
| HEALTH RESEARCH INC ROSWELL PARK CANCER INS | |||||||
| ELM CARLTON STREETS | BUFFALO | NY | 14263 | 141402155 | 501(c)(3) | $5,409 | RESEARCH SUBAWARD |
| IMAGING BIOMETRICS LLC | |||||||
| 13416 WATERTWN PLANK RD | ELM GROVE | WI | 53122 | 562633169 | N/A | $98,850 | RESEARCH SUBAWARD |
| INDIANHEAD COMMUNITY ACTION AGENCY | |||||||
| 1000 COLLEGE AVE W 40 | LADYSMITH | WI | 54848 | 391086966 | 501(c)(3) | $32,874 | ADVANCE HEALTH WI |
| INTER TRIBAL COUNCIL OF MICHIGAN INC | |||||||
| 2956 ASHMUN ST | SAULT STE MARIE | MI | 49783 | 381893519 | 501(c)(3) | $27,751 | RESEARCH SUBAWARD |
| INTERFAITH SENIOR PROGRAM INC | |||||||
| 210 NW BARSTOW STREET | WAUKESHA | WI | 53188 | 391393171 | 501(c)(3) | $10,000 | ADVANCE HEALTH WI |
| JACKSON LABORATORY THE | |||||||
| 600 MAIN STREET | BAR HARBOR | ME | 04609 | 010211513 | 501(c)(3) | $142,956 | RESEARCH SUBAWARD |
| JOHNS HOPKINS UNIVERSITY | |||||||
| 3910 KESWICK RD N4327B | BALTIMORE | MD | 21211 | 520595110 | 501(c)(3) | $22,024 | RESEARCH SUBAWARD |
| KENOSHA COUNTY | |||||||
| 8600 SHERIDAN ROAD | KENOSHA | WI | 53143 | 396005707 | GOVT | $6,306 | ADVANCE HEALTH WI |
| LA CROSSE COUNTY HEALTH DEPARTMENT | |||||||
| 300 4TH STREET N | LA CROSSE | WI | 54601 | 396005709 | GOVT | $113,777 | ADVANCE HEALTH WI |
| LAC DU FLAMBEAU PUBLIC SCHOOL DISTRICT | |||||||
| 2899STATE HWY 47 S | LAC DU FLMBEAU | WI | 54538 | 396002022 | GOVT | $265,403 | ADVANCE HEALTH WI |
| LAUREATE INSTITUTE FOR BRAIN RESEARCH | |||||||
| 6655 SOUTH YALE AVENUE | TULSA | OK | 74136 | 731328881 | 501(c)(3) | $10,960 | RESEARCH SUBAWARD |
| LAWRENCE BERKELEY NATIONAL LAB | |||||||
| ONE CYCLOTRON RD | BERKELEY | CA | 94720 | 942951741 | GOVT | $208,701 | RESEARCH SUBAWARD |
| LEHIGH UNIVERSITY | |||||||
| 526 BRODHEAD AVENUE | BETHLEHEM | PA | 18015 | 240795445 | 501(c)(3) | $52,846 | RESEARCH SUBAWARD |
| LOYOLA UNIV OF CHICAGO | |||||||
| 820 N MICHIGAN AVE | CHICAGO | IL | 60611 | 361408475 | 501(c)(3) | $94,527 | RESEARCH SUBAWARD |
| LURIE CHILDRENS HOSPITAL OF CHICAGO | |||||||
| 225 EAST CHICAGO AVENUE | CHICAGO | IL | 60611 | 362170833 | 501(c)(3) | $10,387 | RESEARCH SUBAWARD |
| MARATHON COUNTY | |||||||
| 500 FOREST STREET | WAUSAU | WI | 54403 | 396005716 | GOVT | $131,619 | ADVANCE HEALTH WI |
| MARQUETTE UNIVERSITY | |||||||
| PO BOX 1881 | MILWAUKEE | WI | 53201 | 390806251 | 501(c)(3) | $123,323 | ADVANCE HEALTH WI |
| MARQUETTE UNIVERSITY | |||||||
| PO BOX 1881 | MILWAUKEE | WI | 53201 | 390806251 | 501(c)(3) | $368,865 | RESEARCH SUBAWARD |
| MARSHFIELD CLINIC | |||||||
| 1000 NORTH OAK AVE | MARSHFIELD | WI | 54449 | 390452970 | 501(c)(3) | $54,939 | RESEARCH SUBAWARD |
| MASHKISIBI BOYS AND GIRLS CLUB | |||||||
| 72830 ELM ST PO BOX 233 | ODANAH | WI | 54861 | 300028025 | 501(c)(3) | $7,173 | ADVANCE HEALTH WI |
| MAYO CLINIC | |||||||
| 200 FIRST STREET SW | ROCHESTER | MN | 55905 | 416011702 | 501(c)(3) | $11,880 | TRANSFRM MED EDUC |
| MAYO CLINIC | |||||||
| 200 FIRST STREET SW | ROCHESTER | MN | 55905 | 416011702 | 501(c)(3) | $82,184 | RESEARCH SUBAWARD |
| MECKLENBERG EMS AGENCY | |||||||
| 4525 STATESVILLE ROAD | CHARLOTTE | NC | 28269 | 561989558 | GOVT | $26,529 | RESEARCH SUBAWARD |
| MENTAL HEALTH AMERICA OF WISCONSIN | |||||||
| 600 W VIRGINIA ST 502 | MILWAUKEE | WI | 53204 | 390827843 | 501(c)(3) | $209,572 | ADVANCE HEALTH WI |
| MENTAL HEALTH AMERICA OF WISCONSIN | |||||||
| 600 W VIRGINIA ST 502 | MILWAUKEE | WI | 53204 | 390827843 | 501(c)(3) | $11,279 | RESEARCH SUBAWARD |
| MICHIGAN STATE UNIVERSITY | |||||||
| 426 AUDITORIUM RD | EAST LANSING | MI | 48824 | 386005984 | GOVT | $112,558 | RESEARCH SUBAWARD |
| MILWAUKEE AREA TECHNICAL COLLEGE | |||||||
| 700 W STATE STREET | MILWAUKEE | WI | 53233 | 396003459 | GOVT | $20,088 | TRANSFRM MED EDUC |
| MILWAUKEE CENTER FOR CHILDREN AND YOUTH INC | |||||||
| 1908 N WARREN AVENUE | MILWAUKEE | WI | 53202 | 453068553 | 501(c)(3) | $12,597 | ADVANCE HEALTH WI |
| MILWAUKEE COUNTY | |||||||
| 9201 WATERTOWN PLANK RD | MILWAUKEE | WI | 53226 | 396005720 | GOVT | $61,608 | ADVANCE HEALTH WI |
| MILWAUKEE PUBLIC SCHOOLS | |||||||
| 5225 WEST VLIET STREET | MILWAUKEE | WI | 53208 | 396003457 | GOVT | $73,747 | ADVANCE HEALTH WI |
| MILWAUKEE SCHOOL OF ENGINEERING | |||||||
| 1025 N BROADWAY ST | MILWAUKEE | WI | 53202 | 390477970 | 501(c)(3) | $185,303 | RESEARCH SUBAWARD |
| MONTANA STATE UNIVERSITY | |||||||
| PO BOX 172220 | BOZEMAN | MT | 59717 | 816010045 | GOVT | $17,517 | RESEARCH SUBAWARD |
| MOUNT SINAI SCHOOL OF MEDICINE | |||||||
| ONE GUSTAVE L LEVY PLACE | NEW YORK | NY | 10029 | 136171197 | 501(c)(3) | $14,945 | RESEARCH SUBAWARD |
| NATIONAL MARROW DONOR PROGRAM | |||||||
| 3001 BROADWAY ST NE | MINNEAPOLIS | MN | 55413 | 840865803 | 501(c)(3) | $8,512,173 | RESEARCH SUBAWARD |
| NATIONWIDE CHILDRENS HOSPITAL INC | |||||||
| 700 CHILDRENS DRIVE | COLUMBUS | OH | 43205 | 314379441 | 501(c)(3) | $230,859 | RESEARCH SUBAWARD |
| NE WI AREA HEALTH EDUCATION CENTER INC | |||||||
| 925 SOUTH 15TH STREET | MANITOWOC | WI | 54220 | 391825838 | 501(c)(3) | $9,983 | ADVANCE HEALTH WI |
| NORTHESHORE UNIV HEALTHSYSTEM RESEARCH INST | |||||||
| 1301 CENTRAL STREET | EVANSTON | IL | 60201 | 362167060 | 501(c)(3) | $44,678 | RESEARCH SUBAWARD |
| NORTHLAKES COMMUNITY CLINIC | |||||||
| 7665 US HIGHWAY 2 | IRON RIVER | WI | 54847 | 352297925 | 501(c)(3) | $126,418 | ADVANCE HEALTH WI |
| NORTHWESTERN UNIVERSITY | |||||||
| 633 NORTH CLARK STREET | EVANSTON | IL | 60208 | 362167817 | 501(c)(3) | $46,420 | RESEARCH SUBAWARD |
| OCONTO COUNTY HEALTH & HUMAN SERVICES | |||||||
| 501 PARK AVENUE | OCONTO | WI | 54153 | 396005722 | GOVT | $7,300 | ADVANCE HEALTH WI |
| OHIO STATE UNIVERSITY RESEARCH FOUNDATION | |||||||
| 1960 KENNY ROAD | COLUMBUS | OH | 43210 | 316401599 | 501(c)(3) | $29,041 | RESEARCH SUBAWARD |
| PENNSYLVANIA STATE UNIVERSITY | |||||||
| 201 OLD MAIN | UNIVERSITY PARK | PA | 16802 | 246000376 | GOVT | $18,664 | RESEARCH SUBAWARD |
| PLANNED PARENTHOOD OF WISCONSIN INC | |||||||
| 302 NORTH JACKSON | MILWAUKEE | WI | 53202 | 390863391 | 501(c)(3) | $16,401 | ADVANCE HEALTH WI |
| PREVENT BLINDNESS WISCONSIN INC | |||||||
| 759 N MILWAUKEE ST 305 | MILWAUKEE | WI | 53202 | 396096227 | 501(c)(3) | $69,866 | ADVANCE HEALTH WI |
| PREVENTION INSTITUTE | |||||||
| 221 OAK STREET | OAKLAND | CA | 94607 | 943282858 | 501(c)(3) | $30,192 | ADVANCE HEALTH WI |
| RACINE COUNTY | |||||||
| 730 WISCONSIN AVE | RACINE | WI | 53403 | 396005734 | GOVT | $232,006 | ADVANCE HEALTH WI |
| RESEARCH INST AT NATIONWIDE CHILDRENS HOSP | |||||||
| 700 CHILDRENS DRIVE | COLUMBUS | OH | 43205 | 316056230 | 501(c)(3) | $176,389 | RESEARCH SUBAWARD |
| ROCK COUNTY PUBLIC HEALTH DEPARTMENT | |||||||
| 51 S MAIN STREET | JANESVILLE | WI | 53545 | 396005736 | GOVT | $5,095 | ADVANCE HEALTH WI |
| ROGERS MEMORIAL HOSPITAL FOUNDATION | |||||||
| 34700 VALLEY ROAD | OCONOMOWOC | WI | 53066 | 391363507 | 501(c)(3) | $19,647 | ADVANCE HEALTH WI |
| RUSH UNIVERSITY MEDICAL CENTER | |||||||
| 1700 W VAN BUREN ROOM 150 | CHICAGO | IL | 60612 | 362174823 | 501(c)(3) | $14,035 | RESEARCH SUBAWARD |
| SET MINISTRY INC | |||||||
| 2977 N 50 STREET | MILWAUKEE | WI | 53210 | 391618277 | 501(c)(3) | $103,024 | ADVANCE HEALTH WI |
| SLOAN-KETTERING INST FOR CANCER RESEARCH | |||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | 131624182 | 501(c)(3) | $22,983 | RESEARCH SUBAWARD |
| SOUTHWESTRN WISCONSIN COMMUNITY ACTION PROG | |||||||
| 149 N IOWA STREET | DODGEVILLE | WI | 53533 | 391053511 | 501(c)(3) | $147,996 | ADVANCE HEALTH WI |
| STANFORD UNIVERSITY | |||||||
| 3145 PORTER DRIVE | PALO ALTO | CA | 94304 | 941156365 | 501(c)(3) | $26,666 | RESEARCH SUBAWARD |
| THOMAS JEFFERSON UNIVERSITY | |||||||
| 601 WALNUT STREET | PHILADELPHIA | PA | 19106 | 231352651 | 501(c)(3) | $9,416 | RESEARCH SUBAWARD |
| TOGETHER FOR JACKSON COUNTY KIDS | |||||||
| 227 S 11TH ST | BLACK RIVER FALLS | WI | 54615 | 396005703 | GOVT | $120,963 | ADVANCE HEALTH WI |
| TUFTS UNIVERSITY | |||||||
| 169 HOLLAND STREET | SUMERVILLE | MA | 02144 | 042103634 | 501(c)(3) | $185,088 | RESEARCH SUBAWARD |
| UNITED COMMUNITY CENTER | |||||||
| 1028 S 9TH STREET | MILWAUKEE | WI | 53204 | 391146191 | 501(c)(3) | $72,087 | ADVANCE HEALTH WI |
| UNITED WAY OF GREATER MILWAUKEE | |||||||
| 225 WEST VINE ST | MILWAUKEE | WI | 53212 | 390806190 | 501(c)(3) | $62,484 | ADVANCE HEALTH WI |
| UNITED WAY PORTAGE COUNTY INC | |||||||
| 1100 CENTERPOINT DR | STEVENS POINT | WI | 54481 | 390831152 | 501(c)(3) | $91,201 | ADVANCE HEALTH WI |
| UNIVERSITY OF ALABAMA AT BIRMINGHAM | |||||||
| 1530 3RD AVENUE SOUTH | BIRMINGHAM | AL | 35294 | 636005396 | GOVT | $13,748 | RESEARCH SUBAWARD |
| UNIVERSITY OF ARIZONA | |||||||
| 1303 E UNIVERSITY BLVD | TUCSON | AZ | 85719 | 866004791 | GOVT | $23,586 | RESEARCH SUBAWARD |
| UNIVERSITY OF CALIFORNIA DAVIS | |||||||
| PO BOX 989062 | WEST SACRAMENTO | CA | 95798 | 946036494 | GOVT | $101,044 | RESEARCH SUBAWARD |
| UNIVERSITY OF CALIFORNIA LOS ANGELES | |||||||
| 10920 WILSHIRE BLVD | LOS ANGELES | CA | 90024 | 956006143 | GOVT | $58,805 | RESEARCH SUBAWARD |
| UNIVERSITY OF CALIFORNIA SAN DIEGO | |||||||
| 9500 GILMAN DRIVE | LA JOLLA | CA | 92093 | 956006144 | GOVT | $9,090 | ADVANCE HEALTH WI |
| UNIVERSITY OF CALIFORNIA SAN DIEGO | |||||||
| 9500 GILMAN DRIVE | LA JOLLA | CA | 92093 | 956006144 | GOVT | $176,530 | RESEARCH SUBAWARD |
| UNIVERSITY OF CALIFORNIA SAN FRANCISCO | |||||||
| 1855 FOLSOM STREET 425 | SAN FRANCISCO | CA | 94143 | 946036493 | GOVT | $169,577 | TRANSFRM MED EDUC |
| UNIVERSITY OF CALIFORNIA SAN FRANCISCO | |||||||
| 1855 FOLSOM STREET 425 | SAN FRANCISCO | CA | 94143 | 946036493 | GOVT | $58,630 | RESEARCH SUBAWARD |
| UNIVERSITY OF CHICAGO | |||||||
| 6054 S DREXEL AVENUE | CHICAGO | IL | 60637 | 362177139 | 501(c)(3) | $10,249 | RESEARCH SUBAWARD |
| UNIVERSITY OF CINCINNATI | |||||||
| 51 GOODMAN DRIVE | CINCINNATI | OH | 45221 | 316000989 | GOVT | $248,489 | RESEARCH SUBAWARD |
| UNIVERSITY OF COLORADO | |||||||
| 1800 N GRANT ST SUITE 400 | DENVER | CO | 80203 | 846000555 | GOVT | $18,393 | RESEARCH SUBAWARD |
| UNIVERSITY OF CONNECTICUT HEALTH CENTER | |||||||
| 263 FARMINGTON AVENUE | FARMINGTON | CT | 06030 | 521725543 | GOVT | $6,405 | RESEARCH SUBAWARD |
| UNIVERSITY OF HOUSTON | |||||||
| 4302 UNIV DRIVE ROOM 316 | HOUSTON | TX | 77204 | 746001399 | GOVT | $187,653 | RESEARCH SUBAWARD |
| UNIVERSITY OF ILLINOIS | |||||||
| 506 SOUTH WRIGHT STREET | URBANA | IL | 61801 | 376000511 | GOVT | $148,267 | RESEARCH SUBAWARD |
| UNIVERSITY OF IOWA | |||||||
| 105 JESSUP HALL | IOWA CITY | IA | 52242 | 426004813 | GOVT | $42,518 | RESEARCH SUBAWARD |
| UNIVERSITY OF MICHIGAN | |||||||
| 1000 VICTORS WAY STE 1A | ANN ARBOR | MI | 48108 | 386006309 | GOVT | $69,898 | RESEARCH SUBAWARD |
| UNIVERSITY OF MINNESOTA | |||||||
| 200 OAK ST SE STE 450 | MINNEAPOLIS | MN | 55455 | 416007513 | GOVT | $62,561 | RESEARCH SUBAWARD |
| UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL | |||||||
| PO BOX 309 | CHAPEL HILL | NC | 27514 | 566001393 | GOVT | $330,607 | RESEARCH SUBAWARD |
| UNIVERSITY OF OKLAHOMA | |||||||
| PO BOX 26901 | OKLAHOMA CITY | OK | 73126 | 736017987 | GOVT | $29,578 | RESEARCH SUBAWARD |
| UNIVERSITY OF PENNSYLVANIA | |||||||
| 3451 WALNUT ST | PHILADELPHIA | PA | 19104 | 231352685 | 501(c)(3) | $149,686 | RESEARCH SUBAWARD |
| UNIVERSITY OF PITTSBURGH | |||||||
| 123 UNIVERSITY PLACE | PITTSBURGH | PA | 15235 | 250965591 | GOVT | $90,365 | RESEARCH SUBAWARD |
| UNIVERSITY OF ROCHESTER | |||||||
| 1325 MT HOPE AVENUE | ROCHESTER | NY | 14620 | 160743209 | 501(c)(3) | $54,959 | RESEARCH SUBAWARD |
| UNIVERSITY OF TEXAS AT AUSTIN | |||||||
| PO BOX 7159 | AUSTIN | TX | 78713 | 746000203 | GOVT | $128,240 | TRANSFRM MED EDUC |
| UNIV OF TEXAS HEALTH SCIENCE CENTER HOUSTON | |||||||
| 7000 FANNIN UCT 1006 | HOUSTON | TX | 77030 | 741761309 | GOVT | $15,731 | RESEARCH SUBAWARD |
| UNIV OF TEXAS SOUTHWESTERN MEDICAL CENTER | |||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | 756002868 | GOVT | $189,725 | RESEARCH SUBAWARD |
| UNIVERSITY OF UTAH | |||||||
| 75 SOUTH 2000 EAST | SALT LAKE CITY | UT | 84112 | 876000525 | GOVT | $59,548 | RESEARCH SUBAWARD |
| UNIVERSITY OF WASHINGTON | |||||||
| 3903 BROOKLYN AVENUE | SEATTLE | WA | 98105 | 916001537 | GOVT | $22,990 | RESEARCH SUBAWARD |
| UNIVERSITY OF WI HOSPITAL AND CLINICS AUTH | |||||||
| 1675 HIGHWAY AVENUE | MADISON | WI | 53792 | 391835630 | GOVT | $7,725 | ADVANCE HEALTH WI |
| UNIVERSITY OF WI HOSPITAL AND CLINICS AUTH | |||||||
| 1675 HIGHWAY AVENUE | MADISON | WI | 53792 | 391835630 | GOVT | $122,381 | RESEARCH SUBAWARD |
| UNIVERSITY OF WISCONSIN LA CROSSE | |||||||
| 1725 STATE STREET | LA CROSSE | WI | 54601 | 391805963 | GOVT | $225,130 | ADVANCE HEALTH WI |
| UNIVERSITY OF WISCONSIN MADISON | |||||||
| 21 N PARK ST SUITE 6401 | MADISON | WI | 53715 | 396006492 | GOVT | $159,211 | TRANSFRM MED EDUC |
| UNIVERSITY OF WISCONSIN MADISON | |||||||
| 21 N PARK ST SUITE 6401 | MADISON | WI | 53715 | 396006492 | GOVT | $2,485,592 | RESEARCH SUBAWARD |
| UNIVERSITY OF WISCONSIN MILWAUKEE | |||||||
| PO BOX 413 | MILWAUKEE | WI | 53201 | 391805963 | GOVT | $65,550 | ADVANCE HEALTH WI |
| UNIVERSITY OF WISCONSIN MILWAUKEE | |||||||
| PO BOX 413 | MILWAUKEE | WI | 53201 | 391805963 | GOVT | $397,138 | RESEARCH SUBAWARD |
| UNIVERSITY OF WISCONSIN MILWAUKEE | |||||||
| PO BOX 413 | MILWAUKEE | WI | 53201 | 391805963 | GOVT | $34,523 | TRANSFRM MED EDUC |
| VANDERBILT UNIVERSITY | |||||||
| 2301 VANDERBILT PLACE | NASHVILLE | TN | 37240 | 620476822 | 501(c)(3) | $218,923 | TRANSFRM MED EDUC |
| VANDERBILT UNIVERSITY | |||||||
| 2301 VANDERBILT PLACE | NASHVILLE | TN | 37240 | 620476822 | 501(c)(3) | $92,532 | RESEARCH SUBAWARD |
| VERSITI WISCONSIN INC | |||||||
| PO BOX 2178 | MILWAUKEE | WI | 53201 | 390807235 | 501(c)(3) | $174,590 | ADVANCE HEALTH WI |
| VERSITI WISCONSIN INC | |||||||
| PO BOX 2178 | MILWAUKEE | WI | 53201 | 390807235 | 501(c)(3) | $1,289,579 | RESEARCH SUBAWARD |
| VIRGINIA POLYTECHNIC INST& STATE UNIVERSITY | |||||||
| 300 TURNER ST STE 4200 | BLACKSBURG | VA | 24061 | 546001805 | GOVT | $77,033 | RESEARCH SUBAWARD |
| WAKE FOREST UNIVERSITY HEALTH SCIENCES | |||||||
| MEDICAL CENTER BLVD | WINSTON SALEM | NC | 27157 | 223849199 | 501(c)(3) | $11,692 | ADVANCE HEALTH WI |
| WAKE FOREST UNIVERSITY HEALTH SCIENCES | |||||||
| MEDICAL CENTER BLVD | WINSTON SALEM | NC | 27157 | 223849199 | 501(c)(3) | $9,392 | RESEARCH SUBAWARD |
| WALNUT WAY CONSERVATION CORP | |||||||
| 2247 NORTH 17TH STREET | MILWAUKEE | WI | 53205 | 392007850 | 501(c)(3) | $18,940 | ADVANCE HEALTH WI |
| WASHINGTON UNIVERSITY | |||||||
| 700 ROSEDALE AVE BOX1034 | ST LOUIS | MO | 63112 | 430653611 | 501(c)(3) | $150,203 | RESEARCH SUBAWARD |
| WAYNE STATE UNIVERSITY | |||||||
| 5700 CASS AVENUE | DETROIT | MI | 48202 | 386028429 | GOVT | $29,340 | RESEARCH SUBAWARD |
| WEILL CORNELL MEDICINE | |||||||
| 575 LEXINGTON AVE | NEW YORK | NY | 10022 | 131623978 | 501(c)(3) | $10,843 | RESEARCH SUBAWARD |
| WESLEY COMMUNITY CENTER INC | |||||||
| 1300 S 10TH ST | PHOENIX | AZ | 85034 | 860133770 | 501(c)(3) | $43,614 | RESEARCH SUBAWARD |
| WINNEBAGO COUNTY | |||||||
| 112 OTTER AVE | OSHKOSH | WI | 54901 | 396005760 | GOVT | $200,704 | ADVANCE HEALTH WI |
| WISCONSIN ASSN OF FREE & CHARITABLE CLINICS | |||||||
| 4979 HICKORY COURT | ELKHORN | WI | 53121 | 472298281 | 501(c)(3) | $119,527 | ADVANCE HEALTH WI |
| WISCONSIN EARLY CHILDHOOD ASSN | |||||||
| 2908 MARKETPLACE DRIVE | FITCHBURG | WI | 53719 | 391345572 | 501(c)(3) | $26,829 | ADVANCE HEALTH WI |
| WISCONSIN LITERACY INC | |||||||
| 211 S PATERSON ST STE 260 | MADISON | WI | 53703 | 391628898 | 501(c)(3) | $89,313 | ADVANCE HEALTH WI |
| WISCONSIN MEDICAL SOCIETY INC | |||||||
| 330 EAST LAKESIDE STREET | MADISON | WI | 53701 | 390634758 | 501(c)(3) | $39,460 | RESEARCH SUBAWARD |
| WISCONSIN PHARMACY FOUNDATION INC | |||||||
| 701 HEARTLAND TRAIL | MADISON | WI | 53717 | 390714490 | 501(c)(3) | $13,923 | ADVANCE HEALTH WI |
| WISCONSIN PUBLIC HEALTH ASSN | |||||||
| 702 EISENHOWER DR STE A | KIMBERLY | WI | 54136 | 396084243 | 501(c)(3) | $15,192 | ADVANCE HEALTH WI |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 138 | Total501c3OrgCnt |
| Total Other Org | 4 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (7 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|
| STUDENT AWARDS | 82 | $57,708 | |||
| RESEARCH TRAINEE STIPENDS | 408 | $821,441 | |||
| MEDICAL STUDENT TRAVEL/HOUSING ALLOWANCES | 24 | $34,967 | |||
| MEDICAL STUDENT SCHOLARSHIPS - FUNDED EXTERNAL | 252 | $2,168,531 | BOOK | SCHOLARSHIPS | |
| MEDICAL STUDENT SCHOLARSHIPS - FUNDED INTERNAL | 103 | $1,905,242 | BOOK | SCHOLARSHIPS | |
| GRADUATE SCHOOL SCHOLARSHIPS | 200 | $5,387,674 | BOOK | SCHOLARSHIPS | |
| PHARMACY SCHOOL SCHOLARSHIPS | 51 | $134,000 | BOOK | SCHOLARSHIPS |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 | FormAndLineReferenceDesc |
| Explanation | MEDICAL, GRADUATE AND PHARMACY SCHOOL SCHOLARSHIPS ARE APPLIED DIRECTLY TO STUDENTS' ACCOUNTS AT MCW. MCW MAINTAINS RECORDS TO JUSTIFY THE AWARD DECISIONS, INCLUDING THE FINANCIAL AID ELIGIBILITY OF THE RECIPIENTS. In support of its research mission, MCW is the recipient of Federal and non-federal grant funds. Some of the grant awards are subawarded to qualified organizations (subrecipients) to carry out part of the project based on the requirements of the prime award. MCW's community engagement mission is complemented by its Advancing a Healthier Wisconsin (AHW) endowment under which funds are awarded to qualified organizations to support initiatives dedicated to improving the health of the people of Wisconsin. AHW funds are awarded under the oversight of the MCW Consortium on Public and Community Health, Inc., a related organization. LASTLY, AS PART OF ITS EDUCATION MISSION, MCW'S KERN INSTITUTE FOR THE TRANSFORMATION OF MEDICAL EDUCATION AWARDS FUNDS TO A NATIONAL NETWORK OF MEDICAL SCHOOLS WHO ARE COLLABORATING WITH A SHARED VISION TO BUILD A NEW FOUNDATION OF MEDICAL EDUCATION BASED ON CHARACTER, COMPETENCE, AND CARING. To monitor the use of awarded funds, MCW enters into signed subaward agreements which contain the terms and conditions of the subaward relationship. The subaward agreements require that prior to reimbursement of expenses, the subrecipient provides a certified invoice to MCW. Before approval of an invoice for payment, MCW verifies that the invoice and any supporting documentation submitted by the subrecipient are in line with the approved subaward budget and that the cost detail presented provides reasonable assurance that costs to be reimbursed are allowable, allocable, and reasonable. Progress reports submitted by the subrecipient are reviewed to determine that progress is being made toward the goals and objectives of the subaward. MCW obtains an annual Single Audit report, or a financial audit report or subrecipient questionnaire for organizations not subject to Single Audit requirements, to ensure that audit findings do not exist which would impact awarded funds. In cases where an audit is not required or if audit findings are noted, MCW assesses the risk of the organization and performs additional monitoring tasks as appropriate. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Discretionary Spending Acct | Yes (X) | DiscretionarySpendingAcctInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | Yes (true) | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | Yes (true) | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (25 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOHN R RAYMOND SR MD | ||||||||||||||
| TRUSTEE/PRESIDENT AND CEO | $942,727 | $0 | $249,772 | $0 | $68,138 | $0 | $138,160 | $0 | $27,111 | $0 | $1,425,908 | $0 | $0 | $0 |
| JOSEPH KERSCHNER MD | ||||||||||||||
| TRUSTEE/PROVOST& EXEC VP, DEAN | $785,570 | $0 | $175,000 | $0 | $84,403 | $0 | $119,040 | $0 | $27,938 | $0 | $1,191,951 | $0 | $0 | $0 |
| ROY L SILVERSTEIN MD | ||||||||||||||
| TRUSTEE | $571,863 | $0 | $59,686 | $0 | $1,578 | $0 | $21,600 | $0 | $20,738 | $0 | $675,465 | $0 | $0 | $0 |
| RAVINDRA P MISRA PHD | ||||||||||||||
| DEAN, GRADUATE SCHOOL | $179,432 | $0 | $5,600 | $0 | $1,249 | $0 | $15,088 | $0 | $11,592 | $0 | $212,961 | $0 | $0 | $0 |
| GEORGE MACKINNON III PHD | ||||||||||||||
| DEAN, PHARMACY SCHOOL | $302,790 | $0 | $47,840 | $0 | $738 | $0 | $21,600 | $0 | $28,234 | $0 | $401,202 | $0 | $0 | $0 |
| CHRISTOPHER P KOPS | ||||||||||||||
| EXEC VP-FINANCE & ADMIN, COO | $524,645 | $0 | $92,956 | $0 | $71,259 | $0 | $87,046 | $0 | $10,995 | $0 | $786,901 | $0 | $0 | $0 |
| KURT L JANAVITZ | ||||||||||||||
| SR VP-HEALTHCARE PARTNERSHIPS | $247,404 | $0 | $39,375 | $0 | $5,871 | $0 | $55,600 | $0 | $3,911 | $0 | $352,161 | $0 | $0 | $0 |
| CHERYL MAURANA PHD | ||||||||||||||
| SR VP-ACADEMIC PARTNERSHIPS | $423,483 | $0 | $48,157 | $0 | $5,245 | $0 | $21,600 | $0 | $23,717 | $0 | $522,202 | $0 | $0 | $0 |
| GREGORY M WESLEY | ||||||||||||||
| SR VP-STRATEGIC ALLIANCES | $403,333 | $0 | $70,545 | $0 | $9,597 | $0 | $54,004 | $0 | $2,417 | $0 | $539,896 | $0 | $0 | $0 |
| JOHN T NEWSOME ESQ | ||||||||||||||
| SR VP-GENERAL COUNSEL/ASST SEC | $427,937 | $0 | $181,479 | $0 | $15,365 | $0 | $21,600 | $0 | $28,758 | $0 | $675,139 | $0 | $0 | $0 |
| MARA LORD | ||||||||||||||
| VP-COMMUNICATIONS | $189,899 | $0 | $28,119 | $0 | $15,354 | $0 | $18,519 | $0 | $29,621 | $0 | $281,512 | $0 | $0 | $0 |
| DANIEL WICKEHAM | ||||||||||||||
| VP-CORP COMPLIANCE & RISK MGT | $231,629 | $0 | $31,129 | $0 | $19,532 | $0 | $21,520 | $0 | $27,911 | $0 | $331,721 | $0 | $0 | $0 |
| ALICE ARCHABAL | ||||||||||||||
| VP-DEVELOPMENT | $308,860 | $0 | $71,007 | $0 | $16,451 | $0 | $59,616 | $0 | $28,696 | $0 | $484,630 | $0 | $0 | $0 |
| JEFFREY BORNEMANN | ||||||||||||||
| VP-FACILITIES & OPERATIONS | $199,526 | $0 | $27,694 | $0 | $10,798 | $0 | $19,369 | $0 | $24,247 | $0 | $281,634 | $0 | $0 | $0 |
| KATHRYN A KUHN | ||||||||||||||
| VP-GOVT & COMMUNITY RELATIONS | $221,046 | $0 | $28,058 | $0 | $13,023 | $0 | $20,501 | $0 | $27,956 | $0 | $310,584 | $0 | $0 | $0 |
| SHERRI DUCHARME-WHITE | ||||||||||||||
| VP-HR & FACULTY AFFAIRS | $324,916 | $0 | $44,198 | $0 | $2,122 | $0 | $21,600 | $0 | $31,182 | $0 | $424,018 | $0 | $0 | $0 |
| DAVID HOTCHKISS | ||||||||||||||
| VP-INFORMATION SERVICES, CIO | $297,474 | $0 | $39,873 | $0 | $717 | $0 | $21,600 | $0 | $30,312 | $0 | $389,976 | $0 | $0 | $0 |
| C GREER JORDAN PHD | ||||||||||||||
| CHIEF DIVERSITY OFFICER | $195,943 | $0 | $64,437 | $0 | $10,594 | $0 | $21,447 | $0 | $27,460 | $0 | $319,881 | $0 | $0 | $0 |
| BARCLAY FERGUSON | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $336,092 | $0 | $21,197 | $0 | $787 | $0 | $21,600 | $0 | $11,874 | $0 | $391,550 | $0 | $0 | $0 |
| ROBERT LANE MD | ||||||||||||||
| CHAIR, PROF DEPT OF PEDIATRICS | $496,068 | $0 | $69,497 | $0 | $219 | $0 | $21,600 | $0 | $29,856 | $0 | $617,240 | $0 | $0 | $0 |
| DOUGLAS B EVANS MD | ||||||||||||||
| CHAIR, PROF DEPT OF SURGERY | $1,103,928 | $0 | $489,673 | $0 | $16,710 | $0 | $21,600 | $0 | $19,494 | $0 | $1,651,405 | $0 | $0 | $0 |
| VIKTOR HRASKA MD | ||||||||||||||
| CHIEF, PROF PED CARDIAC SURG | $1,812,981 | $0 | $0 | $0 | $20,218 | $0 | $0 | $0 | $19,494 | $0 | $1,852,693 | $0 | $0 | $0 |
| SHEKAR N KURPAD MD | ||||||||||||||
| CHAIR, PROF OF NEUROSURGERY | $1,258,980 | $0 | $195,757 | $0 | $1,340 | $0 | $21,600 | $0 | $9,159 | $0 | $1,486,836 | $0 | $0 | $0 |
| J CHANNING TASSONE MD | ||||||||||||||
| PROF OF ORTHOPAEDIC SURGERY | $793,722 | $0 | $511,000 | $0 | $450 | $0 | $21,600 | $0 | $19,525 | $0 | $1,346,297 | $0 | $0 | $0 |
| RONALD K WOODS MD | ||||||||||||||
| PROF OF PED CARDIAC SURGERY | $1,082,687 | $0 | $400,000 | $0 | $8,794 | $0 | $21,600 | $0 | $30,080 | $0 | $1,543,161 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE J, PART I, LINE 1 | MCW PAID BUSINESS SOCIAL CLUB MEMBERSHIP DUES ON BEHALF OF THREE OFFICERS AND ONE OF ITS HIGHEST COMPENSATED EMPLOYEES DURING CALENDAR YEAR 2017. MEMBERSHIPS ARE USED FOR MONTHLY BOARD AND COMMITTEE MEETINGS AND FOR OTHER BUSINESS MEETINGS. PERSONAL USE OF THE CLUBS BY THESE INDIVIDUALS IS REPORTED TO MCW AND IS TREATED AS A TAXABLE EVENT TO THE INDIVIDUAL. MCW PROVIDED DISCRETIONARY SPENDING ACCOUNTS TO SIX OFFICERS AND ONE OF ITS HIGHEST COMPENSATED EMPLOYEES. THE SPENDING ACCOUNTS ARE NOT PART OF AN ACCOUNTABLE PLAN AND ARE FULLY TAXABLE TO THESE INDIVIDUALS. |
| SCHEDULE J, PART I, LINE 4B | MCW maintains a section 457(f) supplemental nonqualified retirement plan for certain eligible employees. Six individuals listed on Form 990, Part VII currently participate in the plan. Under the plan, MCW contributes a defined amount for each participant based on a percentage of each participant's base salary. Participants vest in their contributions for a plan year on the last day of the third plan year for each plan year they are a participant. Distributions are made to the eligible participants in a single, lump sum payment when contributions become vested. |
| SCHEDULE J, PART I, LINE 6 | THE PHYSICIANS' INCENTIVE PAYMENTS ARE BASED ON THE PROFITABILITY OF THEIR INDIVIDUAL PRACTICE GROUPS, NOT MCW AS A WHOLE. THE INDIVIDUAL PRACTICE GROUPS ARE CONTAINED IN EITHER MCW OR CHILDREN'S SPECIALTY GROUP, INC., A RELATED ORGANIZATION. |
| SCHEDULE J, PART I, LINE 7 | SELECTED OFFICERS ARE ELIGIBLE FOR INCENTIVE COMPENSATION BASED ON QUANTIFIABLE METRICS APPROVED IN ADVANCE. A PORTION OF SUCH COMPENSATION IS SUBJECT TO THE DISCRETION OF THE NOMINATING AND GOVERNANCE COMMITTEE OF THE BOARD OF TRUSTEES, OR DELEGATED BY THE NOMINATING AND GOVERNANCE COMMITTEE TO THE PRESIDENT, PROVOST & EXECUTIVE VP, OR EXECUTIVE VP-FINANCE & ADMINISTRATION. |
| SCHEDULE J, PART II | Roy L. Silverstein, MD, IS COMPENSATED AS CHAIR AND PROFESSOR OF Medicine, not for his role as trustee. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| WHEFA SERIES 2008A | ||||||||
| A | 391337855 | 97710BDG4 | 2008-07-30 | $80,302,421 | CAPITAL PROJ/REF 2004B1 SERIES | Yes (true) | false | false |
| WHEFA SERIES 2008B | ||||||||
| B | 391337855 | 97710BDK5 | 2008-09-04 | $67,500,000 | REFUND WHEFA 2004B2 SERIES | false | false | false |
| WHEFA SERIES 2010 | ||||||||
| C | 391337855 | 97710BZK1 | 2010-11-24 | $29,248,225 | REFUND WHEFA 1996 AND 1997 SERIES | false | false | false |
| WHEFA SERIES 2014A | ||||||||
| D | 391337855 | 000000000 | 2014-12-16 | $18,450,000 | REFUND 2004A SERIES/CAP PROJ | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $13,105,000 | $63,620,000 | $80,907,664 | $775,306 | $6,709,813 | $0 | $874,539 | $0 | $0 | $44,078,900 | $29,057,171 | $0 | 2013 | Yes (true) | false | Yes (true) | Yes (true) |
| B | $0 | $0 | $67,501,101 | $0 | $0 | $0 | $474,412 | $676,689 | $0 | $0 | $66,350,000 | $0 | Yes (true) | false | Yes (true) | Yes (true) | |
| C | $22,600,000 | $0 | $29,248,225 | $60 | $0 | $0 | $470,900 | $0 | $0 | $0 | $28,777,325 | $0 | Yes (true) | false | Yes (true) | Yes (true) | |
| D | $5,075,000 | $0 | $18,452,915 | $0 | $0 | $0 | $234,172 | $0 | $0 | $752,153 | $17,466,590 | $0 | 2015 | Yes (true) | false | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropPct | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | Yes (true) | Yes (true) | false | Yes (true) | false | 0.01185 | 0.00000 | 0.01185 | false | Yes (true) | 0.00032 | Yes (true) | Yes (true) |
| B | false | Yes (true) | false | Yes (true) | false | 0.01172 | 0.00000 | 0.01172 | false | Yes (true) | 0.00081 | Yes (true) | Yes (true) | |
| C | 0 | |||||||||||||
| D | false | Yes (true) | false | Yes (true) | false | 0.01080 | 0.00000 | 0.01080 | false | false | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Business Name Line1GICProviderName/BusinessNameLine1Txt | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 0 | |||||||||||||
| A | false | false | Yes (true) | Yes (true) | false | false | false | 0 | Yes (true) | Yes (true) | |||
| GOLDMAN SACHS | |||||||||||||
| B | false | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | false | 0 | false | Yes (true) | 25.2 | false | false |
| 0 | |||||||||||||
| C | false | false | Yes (true) | Yes (true) | false | false | false | 0 | false | Yes (true) | |||
| 0 | |||||||||||||
| D | false | Yes (true) | Yes (true) | false | false | false | false | 0 | false | Yes (true) | |||
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE K, PART I | THE SERIES 2016 BONDS WERE ISSUED TO FUND THE CONSTRUCTION OF A PROFESSIONAL OFFICE BUILDING, TO FUND RENOVATION PROJECTS AND TO ADVANCE-REFUND A PORTION OF THE SERIES 2008A BONDS. THE SERIES 2016 BONDS WERE INCLUDED ON TWO FORM 8038'S UPON ISSUANCE. ONE FORM 8038 REPORTED THE NEW AMOUNTS BORROWED AND THE OTHER REPORTED THE REFUNDING OF THE SERIES 2008A BONDS. THE ISSUE PRICE LISTED ON SCHEDULE K, PART 1, FOR SERIES 2016 REPRESENTS THE TOTAL ISSUE PRICE REPORTED ON THE TWO FORM 8038'S. IN ADDITION, THE FINAL CUSIP NUMBER LISTED ON SCHEDULE K, PART 1, FOR SERIES 2016 REPRESENTS THE LATEST OF THE CUSIP NUMBERS REPORTED ON THE TWO FORM 8038'S. THE CUSIP NUMBER REPORTED ON THE OTHER FORM 8038 IS 97712DPS9. SCHEDULE K, PART II, LINE 3 Differences between the issue price and the proceeds of the bond issue for Series 2008A, Series 2008B, Series 2014A and Series 2016 relate to investment income earned on construction and reserve funds. |
| SCHEDULE K, PART III | Part III of Schedule K was prepared to account for funds used for new projects (post-December 31, 2002) of each bond issue and does not include any portion which refunded pre-December 31, 2002 bond issues. Schedule K, Part III, LINES 3B & 3D MCW utilizes internal counsel to review its management contracts, service contracts and research agreements relating to financed assets. SCHEDULE K, PART IV, LINE 2C, GROUP 1 COLUMN A - A REBATE COMPUTATION WAS PERFORMED ON 10/01/2013. COLUMN B - A REBATE COMPUTATION WAS PERFORMED ON 10/04/2013. COLUMN C - A REBATE COMPUTATION WAS PERFORMED ON 12/02/2015. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| WHEFA SERIES 2014B | ||||||||
| A | 391337855 | 000000000 | 2014-12-16 | $13,930,000 | REFUND WHEFA 2010 SERIES | false | false | false |
| WHEFA SERIES 2016 | ||||||||
| B | 391337855 | 97712DPV2 | 2016-05-11 | $177,101,039 | CONSTR FAC/CAP PROJ/REF 2008A SER | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Substantial CompletionSubstantialCompletionYr |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $645,000 | $0 | $13,930,000 | $0 | $0 | $0 | $178,377 | $0 | $0 | $0 | $13,751,623 | $0 | false | Yes (true) | Yes (true) | Yes (true) | |
| B | $4,255,000 | $0 | $178,028,867 | $0 | $6,349,729 | $58,539,842 | $1,570,242 | $0 | $0 | $100,545,136 | $11,987,051 | $0 | false | Yes (true) | false | Yes (true) | 2017 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Private Bus Use By OthersPrivateBusUseByOthersPct | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | ||||||||||||
| B | 0.00472 | false | Yes (true) | Yes (true) | false | Yes (true) | false | 0.00000 | 0.00472 | false | false | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Business Name Line1GICProviderName/BusinessNameLine1Txt | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|
| 0 | ||||||||||
| A | false | Yes (true) | Yes (true) | false | false | false | false | 0 | false | Yes (true) |
| 0 | ||||||||||
| B | false | Yes (true) | Yes (true) | false | false | false | false | 0 | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARCELLE NEUBURG MD | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | WIFE OF TRUSTEE | RelationshipDescriptionTxt |
| Transaction | $24,406 | TransactionAmt |
| Transaction | PROFESSOR, DERMATOLOGY | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $199 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Sale of Comparables | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 43 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,638,435 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Cost/ Selling price | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp |
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Skills simulation trainer | 1 | $595 | Cost/ Selling price |
| Yes (X) | Sports Tickets | 6 | $2,866 | Cost/ Selling price |
| Yes (X) | Patient Gifts | 1 | $630 | Cost/ Selling price |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule M, Part I, Column (B) | FormAndLineReferenceDesc |
| Explanation | The amounts listed in Column (B) for all property types represent total number of contributions received, not individual items. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (14 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I & III, LINE 1 - CONTINUED | SCIENTISTS, PHARMACISTS, AND HEALTH PROFESSIONALS; MCW DISCOVERS AND TRANSLATES NEW KNOWLEDGE IN THE BIOMEDICAL AND HEALTH SCIENCES; MCW PROVIDES CUTTING-EDGE, COLLABORATIVE PATIENT CARE OF THE HIGHEST QUALITY; AND MCW IMPROVES THE HEALTH OF THE COMMUNITIES IT SERVES. |
| FORM 990, PART III, LINE 4A - CONTINUED | Approximately 130 scientists are engaged in postdoctoral research fellowship training through the Graduate School of Biomedical Sciences. More than 28,200 physicians and 15,500 other health professionals participate in Continuing Medical Education-accredited activities offered annually. The MCW School of Medicine, with campuses in Milwaukee, Green Bay and Central Wisconsin, provides an innovative, rigorous and immersive curriculum that provides MCW's graduates with a deep understanding of the healthcare needs in these communities. MCW is working to ensure that a greater percentage of graduates remain in Wisconsin to practice after graduation. The MCW School of medicine campuses will help provide future physicians in communities across the state, particularly in areas where doctors are needed the most. The MCW School of Pharmacy is preparing the next generation of pharmacists to engage in team-based, patient-centered care in a multitude of practice settings, including primary care. Training in advanced practice skills and extensive exposure to a variety of clinical settings and research activities prepares MCW's pharmacy graduates for the new demands of a rapidly evolving profession to ensure high-quality healthcare continues for future generations in both urban and rural communities. |
| FORM 990, PART III, LINE 4B - CONTINUED | MCW's research enterprise is focused on strategic, prioritized areas of research involving interdisciplinary collaboration among scientists and physicians with the goal of rapidly translating discoveries into advances for patient care. MCW scientists lead biomedical and population health advancements through laboratory research, clinical trials and community-engaged research. In fiscal year 2018, MCW faculty conducted more than 2,600 research studies, including clinical trials, and reported 42 new discoveries and inventions to MCW's Office of Technology Development. The portfolio includes 258 technologies covered by more than 400 pending and issued U.S. and foreign patents. |
| FORM 990, PART III, LINE 4C - CONTINUED | MCW providers, physician assistants, nurse practitioners and other health care practitioners care for approximately 560,000 patients, representing approximately 2.8 million patient visits annually. MCW has a policy of providing health care services without charge, or at amounts less than established rates, to patients who are unable to pay and who meet certain eligibility criteria established in MCW's community care policy. In fiscal year 2018, the estimated direct and indirect costs incurred by MCW to provide services under MCW's community care policy were $4.1 million. MCW physicians and practitioners see patients at three major affiliates - Froedtert Hospital, Children's Hospital of Wisconsin, and the Clement J. Zablocki VA Medical Center - and many other hospitals and clinics in eastern and central Wisconsin. |
| FORM 990, PART III, LINE 4D | Community Engagement - MCW's Community Engagement mission focuses on building productive partnerships between MCW and communities in Wisconsin and beyond. Through these partnerships and the relationships that sustain them, MCW and its community collaborators work together to have a greater impact on addressing Wisconsin's critical health needs. MCW faculty are engaged in more than 2,100 community outreach activities, involving more than 600 community partner organizations, to advance the health of people and communities throughout Wisconsin. |
| FORM 990, PART VI, LINE 1A | MCW'S BOARD OF TRUSTEES CONTAINS AN EXECUTIVE COMMITTEE WHICH IS ELECTED BY THE BOARD AND CONSISTS OF THE CHAIR, PRESIDENT, SECRETARY, TREASURER, THE CHAIRS OF THE OTHER BOARD COMMITTEES, THE IMMEDIATE PAST CHAIR, THE VICE CHAIR AND AT-LARGE MEMBERS OF THE BOARD SO ELECTED. THE EXECUTIVE COMMITTEE HAS AND MAY EXERCISE, WHEN THE BOARD OF TRUSTEES IS NOT IN SESSION, ALL THE POWERS OF THE BOARD IN THE MANAGEMENT OF THE BUSINESS AND AFFAIRS OF MCW. |
| FORM 990, PART VI, LINE 2 | PHILIP B. FLYNN, CORY L. NETTLES, AND JAY B. WILLIAMS, TRUSTEES - BUSINESS RELATIONSHIP CORY L. NETTLES AND MARY ELLEN STANEK, TRUSTEES - BUSINESS RELATIONSHIP CORY L. NETTLES, TRUSTEE AND GREGORY M. WESLEY, OFFICER - BUSINESS RELATIONSHIP TED D. KELLNER, TRUSTEE AND GREGORY M. WESLEY, OFFICER - BUSINESS RELATIONSHIP THOMAS L. SPERO AND OWEN J. SULLIVAN, TRUSTEES - BUSINESS RELATIONSHIP THOMAS L. SPERO AND JAY B. WILLIAMS, TRUSTEES - BUSINESS RELATIONSHIP |
| FORM 990, PART VI, LINE 7A | TWO OF THE TRUSTEES OF MCW ARE APPOINTED BY THE GOVERNOR OF THE STATE OF WISCONSIN, AFTER THE ADVICE AND CONSENT OF THE STATE SENATE. THE BALANCE OF THE TRUSTEES ARE ELECTED BY MAJORITY VOTE OF THE TRUSTEES THEN IN OFFICE. |
| FORM 990, PART VI, LINE 11B | THE FORM 990 WAS PREPARED WITH THE ASSISTANCE OF PRICEWATERHOUSECOOPERS, MCW'S EXTERNAL TAX PREPARERS, AND A FINAL DRAFT WAS REVIEWED BY THE ASSOCIATE VP OF FINANCE & TREASURY AND THE CHIEF FINANCIAL OFFICER. AN OVERVIEW OF THE FINAL DRAFT OF FORM 990 WAS PRESENTED TO THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES BY PRICEWATERHOUSECOOPERS AND SENIOR MANAGEMENT. A FINAL COPY OF FORM 990 WAS PROVIDED TO THE ENTIRE BOARD OF TRUSTEES PRIOR TO FILING WITH THE IRS. |
| FORM 990, PART VI, LINE 12C | MCW HAS A CONFLICT OF INTEREST POLICY WHICH REQUIRES EMPLOYEES AND BOARD MEMBERS TO REPORT ANNUALLY ON CONFLICTS OF INTEREST FOR THEMSELVES AND FAMILY MEMBERS. EMPLOYEE DISCLOSURE FORMS ARE REVIEWED BY THE CORPORATE COMPLIANCE OFFICE. IN ADDITION, IF THERE IS A POTENTIAL CONFLICT DURING THE YEAR, THE EMPLOYEE MUST SUBMIT A WRITTEN REQUEST FOR APPROVAL TO THE CORPORATE COMPLIANCE OFFICE PRIOR TO UNDERTAKING THE ACTIVITY. THE CORPORATE COMPLIANCE OFFICE DETERMINES IF THE ACTIVITY COMPLIES WITH MCW POLICIES AND/OR WHETHER A POTENTIAL CONFLICT OF INTEREST EXISTS. DURING REVIEW OF THE PROPOSED ACTIVITY, THE CORPORATE COMPLIANCE OFFICE MAY SEEK GUIDANCE FROM EXECUTIVE LEADERSHIP OR THE GENERAL COUNSEL'S OFFICE AS DEEMED NECESSARY. WRITTEN APPROVAL OR DISAPPROVAL IS THEN PROVIDED. MCW'S GENERAL COUNSEL AND THE NOMINATING AND GOVERNANCE COMMITTEE OF THE BOARD OF TRUSTEES MAY REVIEW THE DISCLOSURE FORMS IF THEY RELATE TO A BOARD MEMBER. DISCLOSED CONFLICTS BECOME A MATTER OF BOARD RECORD THROUGH THE ANNUAL DISCLOSURE FORM. ANY CONFLICTS ALSO MUST BE DISCLOSED WHEN THE INTEREST BECOMES A MATTER OF BOARD OR BOARD COMMITTEE ACTION. IF A CONFLICT OF INTEREST ARISES FOR A MEMBER OF THE BOARD OF TRUSTEES WHILE THE BOARD OR ITS COMMITTEES ARE CONSIDERING, AUTHORIZING, OR RATIFYING A CONTRACT OR OTHER MATTER, THE BOARD MEMBER MUST EXCLUDE HIMSELF/HERSELF FROM THE DELIBERATIONS AND VOTE AND THE MINUTES OF THE MEETING MUST REFLECT THAT A DISCLOSURE WAS MADE, THE ABSTENTION FROM VOTING AND THE DETERMINATION THAT THE PROPOSED CONTRACT OR TRANSACTION IS FAIR AND REASONABLE TO MCW. |
| FORM 990, PART VI, LINES 15A & 15B | As delegated by the Board of Trustees, the Nominating and Governance Committee of the Board of Trustees annually reviews and approves the compensation for, and transactions with, the President and CEO and certain officers. The Nominating and Governance Committee's oversight role includes, but is not limited to, establishing and reviewing MCW executive compensation philosophy and strategy, evaluating the performance of the President, accepting the President's performance evaluations of certain officers, determining compensation levels based on these performance reviews, receiving reports from outside advisors to provide objective and impartial compensation data and to express an opinion on total compensation reasonableness, and approving the charters of MCW's committees charged with reviewing compensation. Approval of compensation decisions for the President and certain officers is documented in the minutes of the Nominating and Governance Committee and reported to the Board of Trustees. Compensation decisions for all other officers and key employees are delegated to and reviewed and approved annually by the MCW Institutional Compensation Committee or its Executive Committee based on performance assessment and budgetary guidelines, utilizing external compensation data from various sources to evaluate comparability to market compensation trends. In the event of any conflict of interest, the review is referred to the Nominating and Governance Committee for consideration. Approval of compensation decisions and recommendations is documented in the minutes of the respective committees. |
| FORM 990, PART VI, LINE 19 | MCW DOES NOT MAKE ITS GOVERNING DOCUMENTS OR CONFLICT OF INTEREST POLICY AVAILABLE TO THE GENERAL PUBLIC. FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC THROUGH POSTING ON MCW'S WEBSITE. |
| FORM 990, PART VII, SECTION A | Roy L. Silverstein, MD, is compensated as Chair and Professor of Medicine, not for his role as trustee. Robert Lane, MD, Viktor Hraska, MD, J. Channing Tassone, MD, and Ronald Woods, MD, are compensated for both their academic role at MCW and their physician role at Children's Specialty Group, Inc. (CSG), a related organization. Work hours related to their role at MCW are reflected above the dotted line and work hours related to CSG are reflected below the dotted line. MCW uses a standard 40 hour work week as a representation of a full-time employee. |
| FORM 990, PART XI, LINE 9 | UNREALIZED GAIN ON INTEREST RATE SWAP: $3,832,828 CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS: $272,755 INTERCOMPANY TRANSFER: ($1,250,019) TOTAL: $2,855,564 |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCW SPECIALISTS LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8701 WATERTOWN PLANK RD | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53226 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 815310239 | EIN |
| Primary Activities | SUPPORT SERV | PrimaryActivitiesTxt |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Total Income | $0 | TotalIncomeAmt |
| End Of Year Assets | $0 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCW | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Children's Specialty Group Inc | ||||||||||
| 999 North 92nd St STE C740 | Milwaukee | WI | 53226 | 391990012 | Pediatrics | WI | 501(c)(3) | 12a-I | NA | false |
| MCW Affiliated Hospitals Inc | ||||||||||
| 8701 Watertown Plank Rd | Milwaukee | WI | 53226 | 391341366 | GRAD MED EDUC | WI | 501(C)(3) | 12a-I | NA | false |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Blue & Green I Condo Association Inc | ||||||||||||
| 8701 Watertown Plank Rd | Milwaukee | WI | 53226 | 262355106 | Building Mgmt | WI | MCW | C Corp | $0 | $0 | 0.69000 | Yes (true) |
| MCW Prof Liability Insurance Program | ||||||||||||
| 8701 Watertown Plank Rd | Milwaukee | WI | 53226 | 396484662 | INSURANCE | WI | MCW | Trust | $2,599,252 | $20,205,986 | 1.00000 | Yes (true) |
| MCW CONSORTIUM ON PUBLIC & COMM HLTH INC | ||||||||||||
| 8701 WATERTOWN PLANK RD | MILWAUKEE | WI | 53226 | AHW OVERSIGHT | WI | MCW | C CORP | $0 | $0 | 0.89000 | Yes (true) | |
| CHARITABLE REMAINDER TRUST (1) | ||||||||||||
| SUPPORT | WI | MCW | TRUST | Yes (true) | ||||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (true) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| MCW Prof Liability Insurance Program | ||
| Q | $1,261,685 | CASH BASIS |
| MCW Prof Liability Insurance Program | ||
| R | $1,250,019 | CASH BASIS |
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