2018-05-14T15:02:36-05:00 2017-06-30 350921680 CROWE HORWATH LLP 225 West Wacker Drive Suite 2600 Chicago IL 606061224 990 2016-07-01 363377698 Midwestern University MIDW 6305157145 555 31ST STREET DOWNERS GROVE IL 60515 KATHLEEN H GOEPPINGER PHD PRESIDENT & CEO 2018-02-19 true Nicole Bencik P00756195 3128997000 2016 2022-09-23 18:48:47Z KATHLEEN H GOEPPINGER PHD 555 31ST STREET DOWNERS GROVE IL 60515 1520462511 false X WWW. MIDWESTERN.EDU X 1900 IL MIDWESTERN UNIVERSITY DEDICATES THE INSTITUTION AND ITS RESOURCES TO THE HIGHEST STANDARDS OF ACADEMIC EXCELLENCE TO MEET THE EDUCATIONAL NEEDS OF THE HEALTH CARE COMMUNITY. 17 15 3872 2823 -45854 -50267 6551796 5588364 370083232 404110737 4641647 11007756 -1444288 2691830 379832387 423398687 2087793 1848949 0 187698206 205473954 0 0 647490 109199394 114191524 298985393 321514427 80846994 101884260 1225417084 1338466897 445228520 439887725 780188564 898579172 MIDWESTERN UNIVERSITY'S HISTORICAL AND SUSTAINING PHILOSOPHY DEDICATES THE INSTITUTION AND ITS RESOURCES TO THE HIGHEST STANDARDS OF ACADEMIC EXCELLENCE TO MEET THE EDUCATIONAL NEEDS OF THE HEALTH CARE COMMUNITY. false false 300862791 1848949 406099022 DESCRIPTION OF PROGRAM SERVICE ACCOMPLISHMENTS DURING THE FISCAL YEAR ENDED 6/30/17, MIDWESTERN UNIVERSITY PROVIDED HEALTH SCIENCES EDUCATION SERVICES TO APPROXIMATELY 6,998 PRE-DOCTORAL STUDENTS AND 128 POST-DOCTORAL STUDENTS. THESE STUDENT SERVICES ARE LOCATED ON THREE CAMPUSES, TWO IN ILLINOIS AND ONE IN ARIZONA. MIDWESTERN UNIVERSITY OFFERS HEALTH EDUCATION PROGRAMS IN MEDICINE, PHARMACY, PHYSICIAN ASSISTANCE, PHYSICAL THERAPY, OCCUPATIONAL THERAPY, BIOMEDICAL SCIENCES, PODIATRY, CLINICAL PSYCHOLOGY, PERFUSION SERVICES, NURSE ANESTHETIST, DENTISTRY, OPTOMETRY, VETERINARY MEDICINE, SPEECH LANGUAGE PATHOLOGY, AND GRADUATE EDUCATION PROGRAMS IN MEDICINE, AS WELL AS CONTINUING EDUCATION FOR STAFF AND ALUMNI. MIDWESTERN UNIVERSITY CONTINUED ITS RESEARCH AND TRAINING PROGRAMS WITH THE SUPPORT OF FEDERAL AND PRIVATE FUNDING. MIDWESTERN UNIVERSITY CLINICS THE MIDWESTERN UNIVERSITY MULTISPECIALTY CLINICS OPERATED AT THE ARIZONA AND ILLINOIS CAMPUSES INCLUDE DENTAL INSTITUTES, EYE INSTITUTES, FAMILY MEDICINE PRACTICES, COMPANION ANIMAL CLINIC AT THE ANIMAL HEALTH INSTITUTE, SPEECH-LANGUAGE INSTITUTES, A PHYSICAL THERAPY INSTITUTE AND OTHER HEALTH SERVICES DESIGNED TO PROVIDE CLINICAL TEACHING SITES AND MEET A WIDE-RANGE OF HEALTHCARE NEEDS OF AREA PATIENTS. IN ACCORDANCE WITH THE UNIVERSITY'S ACADEMIC MISSION, THE FEE SCHEDULES AT THE TWO DENTAL INSTITITUTES HAVE BEEN REDUCED TO APPROXIMATELY 50% OR MORE OF USUAL AND CUSTOMARY CHARGES. AS A RESULT, DURING FISCAL YEAR ENDED JUNE 30, 2017, MWU PATIENTS PAID $43,259,000 LESS IN PATIENT SERVICE FEES THAN THEY WOULD HAVE HAD MWU CHARGED USUAL AND CUSTOMARY FEES. ALSO, THE UNIVERSITY HAS A DISCOUNT PROGRAM WHEREBY LOW INCOME INDIVIDUALS CAN APPLY FOR FREE CARE AT MWU CLINICS BASED ON THE FEDERAL POVERTY GUIDELINES. THE TOTAL DISCOUNTS IN FISCAL YEAR ENDED JUNE 30, 2017 WERE $1,746,000 AT STATED PATIENT SERVICE CHARGES. HAD MWU CHARGED USUAL AND CUSTOMARY FEES, THE VALUE OF THE DISCOUNTS WOULD HAVE BEEN $4,138,000. 300862791 true true false true false false false false true true true false false false true false false true true false true false false false true false false false true true true false false false false false false false false false true true false false false false true true true true false true 8925 0 true 3872 true true true false false false false true true false false false false X 17 15 false false false false false false false true true false false true true true true true true true true false X DEAN MALONE 6305157145 555 31ST STREET DOWNERS GROVE IL 60515 KATHLEEN H GOEPPINGER PHD PRESIDENT/CEO/TRUSTEE 40.0 1.3 X X 1277976 0 41340 WILLIAM D ANDREWS CHAIRPERSON/TRUSTEE 1.0 0.0 X 0 0 0 SR ANNE C LEONARD VICE CHAIRPERSON/TRUSTEE 1.0 0.0 X 0 0 0 GERRIT A VAN HUISSTEDE SECRETARY/TREASURER/TRUSTEE 1.0 0.5 X 0 0 0 JEAN L BAXTER JD TRUSTEE 1.0 0.5 X 0 0 0 MICHAEL J BLEND PHD DO TRUSTEE 1.0 0.0 X 0 0 0 JANET R BOLTON CFP CIMA TRUSTEE 1.0 0.0 X 0 0 0 STEVEN R CHANEN TRUSTEE 1.0 0.0 X 0 0 0 WARREN B GRAYSON TRUSTEE 1.0 0.5 X 0 0 0 GRETCHEN R HANNAN TRUSTEE 1.0 0.0 X 0 0 0 KENNETH R HERLIN TRUSTEE 1.0 0.1 X 0 0 0 JOHN LADOWICZ TRUSTEE 1.0 0.1 X 0 0 0 KEVIN D LEAHY TRUSTEE 1.0 0.5 X 0 0 0 MADELINE R LEWIS DO TRUSTEE 1.0 0.5 X 0 0 0 Barbara J Ralston Trustee 1.0 0.0 X 0 0 0 ELAINE M SCRUGGS TRUSTEE 1.0 0.0 X 0 0 0 Ronald D Tucker Trustee 1.0 0.0 X 0 0 0 GARY L TRUJILLO TRUSTEE (THRU DEC 2016) 1.0 0.0 X 0 0 0 JOHN H FINLEY DO TRUSTEE (THRU APRIL 2017) 1.0 0.0 X 0 0 0 ARTHUR G DOBBELAERE PHD ASSISTANT SECRE/COO/EXEC VP 40.0 1.3 X 1086194 0 40475 GREGORY J GAUS ASSISTANT TREAS/CFO/SENIOR VP 40.0 1.3 X 874786 0 48032 DEAN P MALONE VP FINANCE 40.0 1.3 X 482787 0 53469 KAREN D JOHNSON PHD VP UNIVERSITY RELATIONS 40.0 0.0 X 459280 0 38178 MARY LEE PHARM D VP/CAO PHARMACY/HEALTH 40.0 0.0 X 561407 0 47053 DENNIS PAULSON PHD VP CAO MEDICINE AND DENTAL 40.0 0.0 X 601326 0 54159 ANGELA MARTY MS VP HUMAN RESOURCES & ADMIN 40.0 0.0 X 367434 0 50332 KATHLEEN N PLAYER EDD VP CAO HEALTH SCIENCES 40.0 0.0 X 500582 0 46820 THERESA W FOSSUM PHD DVM DEAN MEDICINE 40.0 0.0 X 532793 0 53865 BARBARA L MCCLOUD Esq VP & GENERAL COUNSEL 40.0 0.0 X 467273 0 38896 LORI A KEMPER DO DEAN MEDICINE 40.0 0.0 X 543799 0 53727 KAREN J NICHOLS DO DEAN MEDICINE 40.0 0.0 X 515628 0 46820 MICHAEL MACNEIL DDS DEAN DENTAL MEDICINE 40.0 0.0 X 481523 0 46760 PAUL B SMITH DDS DEAN DENTAL MEDICINE 40.0 0.0 X 477858 0 53632 Thomas A Boyle DO Dean Postdoctoral Educati 40.0 0.0 X 440607 0 53498 9671253 0 767056 447 false true true CHANEN CONSTRUCTION 3300 N THIRD ST PHOENIX AZ 85067 GENERAL CONTRACTOR 28570566 BLUE CROSS BLUE SHIELD OF ARIZONA 8220 N 23RD AVENUE BLDG 2 PHOENIX AZ 85021 HEALTHCARE ADMIN 18968564 METRO CLEANING COMPANY 8349 W DESERT SPOON PEORIA AZ 85383 JANITORIAL SERVICES 2554803 LEVEL 3 AUDIO VISUAL LLC 955 E Javelina Ave Suite B106 Mesa AZ 85204 AUDIO VISUAL PROVIDER 2347268 DWL ARCHITECTS PLANNERS INC 2333 N Central Ave Phoenix AZ 85004 ARCHITECTUAL DESIGN SERVICES 1835521 65 X 0 0 235975 0 3197768 2154621 51236 5588364 TUITION & FEES 611310 365494319 365494319 0 0 POST-DOCTORATE PROGRAM 611310 10733576 10733576 0 0 CLINICAL REVENUE 621400 22972968 22972968 0 0 STUDENT HOUSING 721310 4909874 4909874 0 0 0 0 0 0 404110737 4615902 0 -45854 4661756 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1103183225 122393 1096782485 131279 6400740 -8886 6391854 0 0 6391854 94518 235975 150060 -55542 0 -55542 0 0 0 0 0 0 0 0 0 0 0 0 CO-FUNDED FACULTY 561499 1042416 1042416 0 0 STUDENT LOAN INTEREST 561499 509684 509684 0 0 FOOD SERVICES 561499 201209 201209 0 0 994063 234976 0 759087 2747372 423398687 406099022 -45854 11757155 22000 22000 1826949 1826949 7316276 3233090 4083186 154301885 149059577 4950051 292257 12114364 11446952 646496 20916 21563245 20544372 986942 31931 10178184 9586280 573354 18550 416871 169071 247800 549743 63524 486219 274276 274276 834864 104631 730233 10480977 8730791 1687256 62930 708464 504850 134777 68837 18321152 16642018 1634987 44147 1336591 1304890 31677 24 6098874 5904303 194571 1516143 1180739 332594 2810 1899648 1879177 19287 1184 11044624 10811083 233541 33624702 32887039 737663 2627837 1428628 1196278 2931 CLINICAL FACULTY SERVICES 7085885 7085885 STUDENT HOUSING EXPENSE 5504071 5504071 EDUCATION EXPENSE 1797232 1792217 5015 BOOKS & PERIODICALS 1959535 1959007 528 8110035 7191647 817415 100973 321514427 300862791 20004146 647490 217506222 289901924 257232 333382 5928925 6618249 0 0 0 1161087 1448839 3175743 4340015 984984052 264913129 702711040 720070923 235625283 252569488 11641672 11947870 32444445 34290157 14965435 16946050 1225417084 1338466897 40333530 43975697 5474204 4387513 48125049 50493524 298080804 289605487 53214933 51425504 445228520 439887725 X 767264008 884396951 7870000 8346379 5054556 5835842 780188564 898579172 1225417084 1338466897 X 101884260 7584611 8921737 X false true X true true true X 2984220 3757577 4730183 6551796 5588364 23612140 0 0 2984220 3757577 4730183 6551796 5588364 23612140 0 23612140 3562249 3751167 4466598 4137639 4615902 20533555 4759 4759 3292655 6168483 1406523 -1123054 2747373 12491980 56642434 1731253581 0.4169 0.4080 X Schedule A, Part II, Line 10 Other Income DESCRIPTION - CO-FUNDED FACULTY, COLUMN A - 1123076.0, COLUMN B - 1042586.0, COLUMN C - 827980.0, COLUMN D - 772309.0, COLUMN E - 1042416.0, COLUMN F - 4808367.0; DESCRIPTION - STUDENT LOAN INTEREST, COLUMN A - 272166.0, COLUMN B - 349140.0, COLUMN C - 323673.0, COLUMN D - 371677.0, COLUMN E - 509684.0, COLUMN F - 1826340.0; DESCRIPTION - FOOD SERVICES, COLUMN A - 310435.0, COLUMN B - 252749.0, COLUMN C - 232859.0, COLUMN D - 234806.0, COLUMN E - 201209.0, COLUMN F - 1232058.0; DESCRIPTION - BOOKSTORE REVENUE, COLUMN A - 11242.0, COLUMN B - 31508.0, COLUMN C - 24795.0, COLUMN D - 14163.0, COLUMN E - 7631.0, COLUMN F - 89339.0; DESCRIPTION - FITNESS PROGRAM REVENUE, COLUMN A - 2578.0, COLUMN B - 2805.0, COLUMN C - 3663.0, COLUMN D - 2995.0, COLUMN E - 3167.0, COLUMN F - 15208.0; DESCRIPTION - VENDING MACHINE REVENUE, COLUMN A - 1662.0, COLUMN B - 1205.0, COLUMN C - 965.0, COLUMN D - 1306.0, COLUMN E - 2037.0, COLUMN F - 7175.0; DESCRIPTION - WASHING MACHINE REVENUE, COLUMN A - 28501.0, COLUMN B - 26038.0, COLUMN C - 26330.0, COLUMN D - 17916.0, COLUMN E - 18346.0, COLUMN F - 117131.0; DESCRIPTION - CAMPUS RENTAL, COLUMN A - 9200.0, COLUMN B - 9200.0, COLUMN C - 9200.0, COLUMN D - 9200.0, COLUMN E - 17950.0, COLUMN F - 54750.0; DESCRIPTION - MISCELLANEOUS REVENUE, COLUMN A - 492749.0, COLUMN B - 503131.0, COLUMN C - 329517.0, COLUMN D - 566369.0, COLUMN E - 345618.0, COLUMN F - 2237384.0; DESCRIPTION - CREDIT CARD FEE REVENUE SHARE, COLUMN A - , COLUMN B - , COLUMN C - , COLUMN D - 51501.0, COLUMN E - 133069.0, COLUMN F - 184570.0; DESCRIPTION - MISC STUDENT FEES, COLUMN A - 520127.0, COLUMN B - 66588.0, COLUMN C - 187067.0, COLUMN D - 214200.0, COLUMN E - 127318.0, COLUMN F - 1115300.0; DESCRIPTION - CONTINUING MEDICAL EDUCATION REVENUE, COLUMN A - 3075.0, COLUMN B - 4070.0, COLUMN C - 3690.0, COLUMN D - 49447.0, COLUMN E - 119309.0, COLUMN F - 179591.0; DESCRIPTION - STUDENT ACTIVITIES, COLUMN A - 8351.0, COLUMN B - 11457.0, COLUMN C - 11097.0, COLUMN D - 11165.0, COLUMN E - 11366.0, COLUMN F - 53436.0; DESCRIPTION - ALUMNI EVENTS, COLUMN A - 3675.0, COLUMN B - 5185.0, COLUMN C - 2175.0, COLUMN D - 1072.0, COLUMN E - 3754.0, COLUMN F - 15861.0; DESCRIPTION - ALUMNI ASSOCIATION DUES, COLUMN A - 4025.0, COLUMN B - 6000.0, COLUMN C - 4225.0, COLUMN D - 10425.0, COLUMN E - 3350.0, COLUMN F - 28025.0; DESCRIPTION - LIBRARY SERVICES, COLUMN A - 381241.0, COLUMN B - 146663.0, COLUMN C - 88804.0, COLUMN D - 77804.0, COLUMN E - 75383.0, COLUMN F - 769895.0; DESCRIPTION - PENALTY CHARGES, COLUMN A - 1173.0, COLUMN B - 605.0, COLUMN C - 507.0, COLUMN D - 823.0, COLUMN E - 793.0, COLUMN F - 3901.0; DESCRIPTION - LATE CHARGES, COLUMN A - 7325.0, COLUMN B - 7674.0, COLUMN C - 9774.0, COLUMN D - 8202.0, COLUMN E - 13523.0, COLUMN F - 46498.0; DESCRIPTION - PARKING FINES, COLUMN A - 3215.0, COLUMN B - 3210.0, COLUMN C - 2760.0, COLUMN D - 1755.0, COLUMN E - 3636.0, COLUMN F - 14576.0; DESCRIPTION - RETURNED CHECK FEE, COLUMN A - 930.0, COLUMN B - 155.0, COLUMN C - 273.0, COLUMN D - 260.0, COLUMN E - 40.0, COLUMN F - 1658.0; DESCRIPTION - CONVENIENCE CHARGE REVENUE, COLUMN A - 4181.0, COLUMN B - 2932.0, COLUMN C - 3474.0, COLUMN D - 3624.0, COLUMN E - 4070.0, COLUMN F - 18281.0; DESCRIPTION - COPY CENTER CHGS REVENUE, COLUMN A - 3948.0, COLUMN B - 4496.0, COLUMN C - 2339.0, COLUMN D - 3120.0, COLUMN E - 2696.0, COLUMN F - 16599.0; DESCRIPTION - LATE FEE-HEALTH INSURANCE, COLUMN A - 0.0, COLUMN B - 0.0, COLUMN C - 0.0, COLUMN D - 2800.0, COLUMN E - 3745.0, COLUMN F - 6545.0; DESCRIPTION - MWU STUDENT SICK VISIT REVENUE, COLUMN A - 99780.0, COLUMN B - 65086.0, COLUMN C - 93110.0, COLUMN D - 95007.0, COLUMN E - 94605.0, COLUMN F - 447588.0; DESCRIPTION - ORIGINATION FEES, COLUMN A - 0.0, COLUMN B - 0.0, COLUMN C - 0.0, COLUMN D - 0.0, COLUMN E - 66.0, COLUMN F - 66.0; DESCRIPTION - MSC PT RESEARCH STUDY REVENUE, COLUMN A - 0.0, COLUMN B - 0.0, COLUMN C - 0.0, COLUMN D - 0.0, COLUMN E - 2592.0, COLUMN F - 2592.0; DESCRIPTION - GAIN/(LOSS) ON INTEREST RATE PROTECTION AGREEMENT, COLUMN A - 0.0, COLUMN B - 3626000.0, COLUMN C - -781754.0, COLUMN D - -3645000.0, COLUMN E - 0.0, COLUMN F - -800754.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED true false false false false false true 2500 false true 271776 274276 false Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY SCHEDULE C, PART II-B, LINE 1A MIDWESTERN UNIVERSITY STUDENTS ATTEND NATIONAL DO DAY ON CAPITOL HILL REPRESENTING THEIR PROFESSION. DO'S EDUCATE MEMBERS OF CONGRESS AND THEIR STAFF ABOUT OSTEOPATHIC MEDICINE AND COMMUNICATE THEIR POSITIONS ON IMPORTANT HEALTH POLICY ISSUES WHERE APPROPRIATE. SCHEDULE C, PART II-B, LINE 1G IN THE ORDINARY COURSE OF ITS BUSINESS, THE UNIVERSITY MAY HAVE DIRECT CONTACT WITH LEGISLATORS, THEIR STAFFS, GOVERNMENT OFFICIALS OR A LEGISLATIVE BODY ON A VARIETY OF LEGISLATIVE MATTERS DIRECTLY RELATED TO AND AFFECTING THE UNIVERSITY'S OPERATIONS, EDUCATIONAL PURPOSES, POWERS, DUTIES AND INTERESTS. SCHEDULE C, PART II-B, LINE 1I THE UNIVERSITY ENGAGES TWO PART-TIME THIRD PARTY LOBBYISTS IN ORDER TO MONITOR LEGISLATIVE MATTERS RELATED TO THE UNIVERSITY'S OPERATIONS AND EDUCATIONAL PURPOSE AND ITS RELATED POWERS, DUTIES AND INTERESTS. THE AMOUNT INCLUDED IN PART II-B, LINE 1I ARE RELATED DIRECTLY TO SUCH PURPOSES. Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY SCHEDULE C, PART II-B, LINE 1A MIDWESTERN UNIVERSITY STUDENTS ATTEND NATIONAL DO DAY ON CAPITOL HILL REPRESENTING THEIR PROFESSION. DO'S EDUCATE MEMBERS OF CONGRESS AND THEIR STAFF ABOUT OSTEOPATHIC MEDICINE AND COMMUNICATE THEIR POSITIONS ON IMPORTANT HEALTH POLICY ISSUES WHERE APPROPRIATE. SCHEDULE C, PART II-B, LINE 1G IN THE ORDINARY COURSE OF ITS BUSINESS, THE UNIVERSITY MAY HAVE DIRECT CONTACT WITH LEGISLATORS, THEIR STAFFS, GOVERNMENT OFFICIALS OR A LEGISLATIVE BODY ON A VARIETY OF LEGISLATIVE MATTERS DIRECTLY RELATED TO AND AFFECTING THE UNIVERSITY'S OPERATIONS, EDUCATIONAL PURPOSES, POWERS, DUTIES AND INTERESTS. SCHEDULE C, PART II-B, LINE 1I THE UNIVERSITY ENGAGES TWO PART-TIME THIRD PARTY LOBBYISTS IN ORDER TO MONITOR LEGISLATIVE MATTERS RELATED TO THE UNIVERSITY'S OPERATIONS AND EDUCATIONAL PURPOSE AND ITS RELATED POWERS, DUTIES AND INTERESTS. THE AMOUNT INCLUDED IN PART II-B, LINE 1I ARE RELATED DIRECTLY TO SUCH PURPOSES. false false 12924556 1569582 394580 499700 181017 25780 14182221 11110846 2597127 339063 572639 356213 193628 12924556 10315605 1395746 318093 610297 83194 225107 11110846 9786054 758790 296611 443785 60003 22062 10315605 9298882 627474 278039 231880 121545 64916 9786054 0.0 0.3911 0.6089 false false 22449385 22449385 804188603 190377529 613811074 116912888 74535600 42377288 41433176 41433176 720070923 OTHER CURRENT LIABILITIES 4224661 SELF-INSURANCE LIABILITIES 7298307 INTEREST RATE PROTECTION AGREEMENT 5541290 REFUNDABLE FEDERAL STUDENT LOAN 24492276 PROFESS LIAB TAIL COVER 139650 RETIREE BENEFITS 9510000 DEFERRED COMPENSATION 219320 51425504 Schedule D, Part V, Line 4 Intended uses of endowment funds RESTRICTED ENDOWMENT FUNDS ARE USED BASED ON DONOR INTENT. THE UNIVERSITY HAS NOT RELIED ON ENDOWMENT SPENDING TO SUPPORT OPERATIONS OR STUDENT SCHOLARSHIPS. true true true true true true true false false false false false false false false true false true Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICY MIDWESTERN UNIVERSITY MAINTAINS NONDISCRIMINATORY POLICIES FOR ALL STUDENTS REGARDLESS OF RACE, COLOR, GENDER, SEXUAL PREFERENCE, RELIGION, NATIONAL OR ETHNIC ORIGIN, DISABILITY, STATUS AS A VETERAN, MARITAL STATUS, OR AGE. THE NONDISCRIMINATORY POLICIES ARE PUBLISHED IN THE FOLLOWING: 1) THE AACOMAS (AMERICAN ASSOCIATION OF COLLEGES OF OSTEOPATHIC MEDICINE} 2) STUDENT HANDBOOK 3) COURSE CATALOG 4) WEB PAGE Schedule E, Part I, Line 6(a) FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENT MIDWESTERN UNIVERSITY RECEIVED FEDERAL RESEARCH AWARDS AND PARTICIPATES IN FEDERAL LOAN PROGRAMS. Central America and the Caribbean Investments N/A 8917000 Central America and the Caribbean Program Services Medical Mission Trip 3000 0 0 0 0 0 0 8920000 0 8920000 true false true false true false Schedule F, Part V SCH F, PART V ORGANIZATION'S PROCEDURES FOR MONITORING USE OF GRANT FUNDS OUTSIDE THE US SCHEDULE F, PART V ANNUALLY THE UNIVERSITY PARTICIPATES IN A MEDICAL MISSION TO CENTRAL AMERICA. Schedule F, Part I, Line 3(f) SCH F, PART I, LINE 3, COL F METHOD USED TO ACCOUNT FOR EXPENDITURES IN THE REGION SCHEDULE F, PART I, QUESTION 3, COLUMN (F) EXPENDITURES ARE REPORTED ON THE FINANCIAL STATEMENTS IN THE YEAR PAID. INVESTMENTS ARE REPORTED AT FAIR VALUE AS OF THE FISCAL YEAR END. Bright Lights 202210 130947 71263 46367 45739 0 8133 MWU Golf Outing 69848 60838 9010 3104 12729 8952 0 1988 1 58435 44190 14245 0 4001 6956 8131 0 3960 330493 235975 94518 0 7105 66052 62822 0 14081 150060 -55542 true STUDENT SCHOLARSHIPS, AWARDS, AND GRANTS 242 1616891 STUDENT NEED-BASED SCHOLARSHIPS 30 145125 STUDENT LOAN FORGIVENESS 3 64933 Schedule I, Part III SCH I, PART III, LINE 3 STUDENT LOAN FORGIVENESS MIDWESTERN UNIVERSITY FROM TIME TO TIME FORGIVES THE LOANS OF FORMER STUDENTS DUE TO BANKRUPTCY, DEATH AND/OR DISABILITY. Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. MIDWESTERN UNIVERSITY AWARDS ITS INSTITUTIONAL SCHOLARSHIPS TO QUALIFIED STUDENTS BASED ON FINANCIAL NEED, ACADEMIC ACHIEVEMENT, AND COMMUNITY SERVICE. EACH SCHOLARSHIP PROGRAM HAS DIFFERENT ELIGIBILITY REQUIREMENTS, APPLICATION DEADLINES AND SEPARATE APPLICATION PROCEDURES. APPLICATIONS FOR THESE SCHOLARSHIPS ARE ACCEPTED THROUGHOUT THE YEAR. SCHOLARSHIP AWARDS CAN RANGE FROM A FEW HUNDRED DOLLARS TO SEVERAL THOUSAND DOLLARS. ONCE THE SCHOLARSHIP RECIPIENT HAS BEEN SELECTED AND THE SCHOLARSHIP AWARD DETERMINED, THE OFFICE OF STUDENT FINANCIAL SERVICES IS NOTIFIED BY THE SCHOLARSHIP COMMITTEE OR DEPARTMENT. THE SCHOLARSHIP AWARD IS CREDITED TO THE STUDENT'S ACCOUNT. THE UNIVERSITY HAS WRITTEN POLICIES AND PROCEDURES AND MAINTAINS RECORDS FOR GRANT AND SCHOLARSHIPS AWARDED TO ITS STUDENTS. X X X true true X X X X false true false false false false false false false KATHLEEN H GOEPPINGER PHD PRESIDENT/CEO/TRUSTEE 684589 0 455753 0 137634 0 26500 0 14840 0 1319316 0 0 0 ARTHUR G DOBBELAERE PHD ASSISTANT SECRE/COO/EXEC VP 585304 0 330448 0 170442 0 26500 0 13975 0 1126669 0 0 0 GREGORY J GAUS ASSISTANT TREAS/CFO/SENIOR VP 494209 0 270964 0 109613 0 26500 0 21532 0 922818 0 0 0 DEAN P MALONE VP FINANCE 324882 0 114216 0 43689 0 26500 0 26969 0 536256 0 0 0 KAREN D JOHNSON PHD VP UNIVERSITY RELATIONS 318134 0 105003 0 36143 0 26500 0 11678 0 497458 0 0 0 MARY LEE PHARM D VP/CAO PHARMACY/HEALTH 390158 0 112971 0 58278 0 26500 0 20553 0 608460 0 0 0 DENNIS PAULSON PHD VP CAO MEDICINE AND DENTAL 404697 0 136548 0 60081 0 26500 0 27659 0 655485 0 0 0 ANGELA MARTY MS VP HUMAN RESOURCES & ADMIN 233557 0 96966 0 36911 0 24144 0 26188 0 417766 0 0 0 KATHLEEN N PLAYER EDD VP CAO HEALTH SCIENCES 371541 0 112211 0 16830 0 26500 0 20320 0 547402 0 0 0 THERESA W FOSSUM PHD DVM DEAN MEDICINE 383252 0 127473 0 22068 0 26500 0 27365 0 586658 0 0 0 BARBARA L MCCLOUD Esq VP & GENERAL COUNSEL 370925 0 94325 0 2023 0 26500 0 12396 0 506169 0 0 0 LORI A KEMPER DO DEAN MEDICINE 356866 0 88203 0 98730 0 26500 0 27227 0 597526 0 0 0 KAREN J NICHOLS DO DEAN MEDICINE 375776 0 89223 0 50629 0 26500 0 20320 0 562448 0 0 0 MICHAEL MACNEIL DDS DEAN DENTAL MEDICINE 365012 0 83674 0 32837 0 26500 0 20260 0 528283 0 0 0 PAUL B SMITH DDS DEAN DENTAL MEDICINE 341680 0 54482 0 81696 0 26500 0 27132 0 531490 0 0 0 Thomas A Boyle DO Dean Postdoctoral Educati 304524 0 80324 0 55759 0 26500 0 26998 0 494105 0 0 0 Schedule J, Part I, Line 7 DETERMINATION OF BONUS & INCENTIVE COMPENSATION LISTED OFFICERS AND DEANS CAN RECEIVE AT-RISK COMPENSATION WHICH IS A PERCENTAGE OF THEIR BASE COMPENSATION AS ADDITIONAL COMPENSATION, BASED UPON ATTAINMENT OF VARIOUS PREDETERMINED PERFORMANCE RELATED GOALS FOR THE INDIVIDUALS INVOLVED, ALL AS REFLECTED IN COMPREHENSIVE WRITTEN PERFORMANCE APPRAISALS, AND AT RISK INCENTIVE GOALS. Schedule J, Part I, Line 1a First-class or charter travel THE UNIVERSITY ALLOWS FOR FIRST CLASS TRAVEL FOR ITS CEO, COO, AND CFO AND ALLOWS FOR OTHER KEY EMPLOYEES WITH RESPONSIBILITIES ON BOTH CAMPUSES TO PURCHASE FIRST CLASS UPGRADES. FIRST CLASS TRAVEL IS NOT CONSIDERED COMPENSATION. Schedule J, Part I, Line 1a Tax indemnification and gross-up payments THE UNIVERSITY PROVIDES CERTAIN OFFICERS AND EMPLOYEES WITH TAX GROSS UP PAYMENTS. FOR THREE OFFICERS, THE UNIVERSITY PROVIDES A TAX GROSS UP ON CAR ALLOWANCES. THE UNIVERSITY ALSO PROVIDES A CURRENT PAYMENT IN LIEU OF A CONTRIBUTION TO ITS QUALIFIED RETIREMENT PLAN TO EMPLOYEES WHOSE COMPENSATION EXCEEDS CODE LIMITS ON CONTRIBUTIONS TO THE QUALIFIED PLANS. GROSS UPS ARE PAID ON SUCH PAYMENTS TO ACCOUNT FOR THE FACT THAT SUCH PAYMENTS ARE NOT SUBJECT TO DEFERRAL AND OTHER TAX BENEFITS ASSOCIATED WITH QUALIFIED RETIREMENT PLANS. THE UNIVERSITY PROVIDES TUITION ASSISTANCE TO EMPLOYEES WHOSE DEPENDENTS ATTEND THE UNIVERSITY. THIS BENEFIT IS TAXABLE AND INCLUDES A TAX GROSS UP PAYMENT. LISTED ON SCHEDULE J PART II, RECIPIENTS WHO RECEIVED THE BENEFIT: ARTHUR G DOBBELAERE, PHO, ASSISTANT SECR./COO/EXEC VP $9,388 LORI A KEMPER DO, DEAN OF MEDICINE $19,291 PAUL B SMITH DDS, DEAN DENTAL MEDICINE $17,072 Schedule J, Part I, Line 1a Health or social club dues or initiation fees SOCIAL/COUNTRY CLUB DUES ARE PAID FOR THE CEO AS PROVIDED FOR IN THE CEO'S EMPLOYMENT CONTRACT. THE CLUB IS USED FOR BUSINESS USE ONLY, THEREFORE NOT CONSIDERED COMPENSATION. Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan The Midwestern University Supplemental Executive Retirement Plan II (the"Plan"), effective June 30, 2017, has been established for the benefit of Dr. Kathleen Goeppinger, the President and Chief Executive Officer ("CEO") of the University. The Plan is intended to provide the CEO with a target retirement benefit for her service with MWU for the period beginning on her 65th birthday and ending on her 75th birthday based upon her average compensation for the three consecutive calendar years of this period during which her compensation is the highest, with a level of annual accruals approximating 82.5% of market, and offsets by other retirement plans. The benefit will be paid in two installments in January following the CEO's 70th and 75th birthday's respectively, each determined with appropriate projections, calculations and re-calculations as required. THE CONSULTING FIRM OF KORN FERRY HAY GROUP WAS RETAINED TO CONSTRUCT A PROPOSAL TO ESTABLISH A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN AND TO REVIEW THE PRESIDENT AND CEO 'S TOTAL COMPENSATION, THE RESULTS OF WHICH WERE REVIEWED AND APPROVED BY BOTH THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES AND THE FULL BOARD OF TRUSTEES. A GLENDALE AZ IDA SERIES 2007 BONDS 521767454 378286GD4 2007-04-18 67184077 SEE SCHEDULE K, PART VI false false false B GLENDALE AZ IDA SERIES 2010 BONDS 521767454 378286HC5 2010-05-27 159999058 SEE SCHEDULE K, PART VI false false false C GLENDALE AZ IDA SERIES 2013 BONDS 521767454 000000000 2013-11-13 106430000 SEE SCHEDULE K, PART VI false false false A 10865000 0 68201466 5880361 0 0 0 0 0 0 62321105 0 2007 true true true true B 19640000 0 160185845 10527167 0 0 0 0 169485 80679241 68809952 0 2010 true false true true C 8900000 0 106430000 0 0 0 0 0 0 30000000 76430000 0 2013 true false true true A 0.0 0.0 0.0 B false false true false true false 0.0 0.0 0.0 false false true C false false true false true false 0.0 0.0 0.0 false false true A false false false true false true ROYAL BANK OF CANADA 0.3 false true false false true B false false false true false false false false true C false false false true true false false false true A true B true C true Schedule K, Part I, Column (f) SCH K, PART I, LINE A, COL F PROCEEDS FROM THE SALE OF THE BONDS WERE USED TO REFUND THE REMAINING AMOUNT OF THE SERIES 1996 A & B BONDS ISSUED ON AUGUST 14, 1996 AND PARTIAL REFUNDING OF PRINCIPAL AMOUNT FOR THE SERIES 1998B BONDS ISSUED ON SEPTEMBER 24, 1998, AND SERIES 2001 A & B BONDS ISSUED ON MAY 31, 2001. Schedule K, Part I, Column (f) SCH K, PART I, LINE B, COL F PROCEEDS FROM THE SALE OF THE BONDS WERE USED TO PARTIALLY FUND PROJECTS ASSOCIATED WITH THE PROGRAMS AND CAMPUS EXPANSIONS OF THE UNIVERSITY AND THE PROCEEDS WERE ALSO USED TO REFUND THE REMAINING PRINCIPAL OF THE COMMERCIAL PAPER REVENUE NOTE PROGRAM (2009 BONDS) ISSUED JANUARY 29, 2009, JUNE 19, 2008, NOVEMBER 5, 2008 AND DECEMBER 10, 2008. Schedule K, Part I, Column (f) SCH K, PART I, LINE C, COL F PROCEEDS FROM THE SALE OF THE BONDS WERE USED TO REIMBURSE FOR PROJECTS ASSOCIATED WITH THE PROGRAMS AND CAMPUS EXPANSIONS OF THE UNIVERSITY AND THE PROCEEDS WERE ALSO USED TO REFUND THE REMAINING AMOUNT OF THE SERIES 2008 BONDS ISSUED ON MAY 15, 2008 AND THE SERIES 2011 BONDS ISSUED SEPTEMBER 28, 2011. Schedule K, Part II, Line 3 SCH K, PART II, LINE 3 TOTAL AMOUNT OF BOND PROCEEDS IS DIFFERENT FROM THE BOND ISSUE PRICE REPORTED ON SCHEDULE K, PART I, COLUMN (E) BECAUSE OF THE ADDITION OF INVESTMENT EARNINGS. Schedule K, Part III, Line 3b SCH K, PART III, LINE 3B MIDWESTERN UNIVERSITY UTILIZES BOND COUNSEL TO REVIEW ANY MANAGEMENT OR SERVICE CONTRACTS RELATING TO THE BOND FINANCED PROPERTY. Schedule K, Part III, Line 3c SCH K, PART III, LINE 3C MIDWESTERN UNIVERSITY UTILIZES THE BOND-FINANCED FACILITIES TO CONDUCT RESEARCH SPONSORED BY CHARITABLE ORGANIZATIONS CREATED PURSUANT TO SECTION 501(C) (3) OF THE INTERNAL REVENUE CODE. TO OUR KNOWLEDGE, THIS RESEARCH FALLS WITHIN THE EXEMPT PURPOSES OF SUCH SPONSORS AND, ACCORDINGLY, WOULD NOT BE TREATED AS PRIVATE BUSINESS USE OF THE FINANCED PROPERTY. Schedule K, Part III, Line 3d SCH K, PART III, LINE 3D MIDWESTERN UNIVERSITY UTILIZES BOND COUNSEL TO REVIEW ANY RESEARCH AGREEMENTS RELATING TO THE BOND FINANCED PROPERTY. Schedule K, Part IV, Line 2c SCH K, PART IV, LINE 2C, COL A MIDWESTERN UNIVERSITY LAST PERFORMED THE REBATE CALCULATION FOR THE 2007 BONDS ON May 15, 2017. Schedule K, Part IV, Line 2c SCH K, PART IV, LINE 2C, COL B MIDWESTERN UNIVERSITY LAST PERFORMED THE REBATE CALCULATION FOR THE 2010 BONDS ON JULY 5, 2017. Schedule K, Part IV, Line 2c SCH K, PART IV, LINE 2C, COL C MIDWESTERN UNIVERSITY LAST PERFORMED THE REBATE CALCULATION FOR THE 2013 BONDS ON December 22, 2016. Schedule K, Part IV, Line 2c COLUMN A Issuer name: GLENDALE, AZ IDA SERIES 2007 BONDS The calculation for computing no rebate due was performed on 05/15/2017 Schedule K, Part IV, Line 2c COLUMN B Issuer name: GLENDALE, AZ IDA SERIES 2010 BONDS The calculation for computing no rebate due was performed on 07/05/2017 Schedule K, Part IV, Line 2c COLUMN C Issuer name: GLENDALE, AZ IDA SERIES 2013 BONDS The calculation for computing no rebate due was performed on 11/13/2017 CHANEN CONSTRUCTION COMPANY INC SEE SCHEDULE L, PART V 28570566 GENERAL CONTRACTING false Schedule L, Part IV INTERESTED PERSON: CHANEN CONSTRUCTION COMPANY, INC. RELATIONSHIP: STEVEN R CHANEN IS THE PRESIDENT AND CHIEF EXECUTIVE OFFICER OF CHANEN CONSTRUCTION COMPANY, INC. AND A MEMBER OF THE BOARD OF TRUSTEES OF MIDWESTERN UNIVERSITY. CHANEN CONSTRUCTION COMPANY, INC. HAS PROVIDED GENERAL CONTRACTING SERVICES ON NUMEROUS MAJOR UNIVERSITY CONSTRUCTION PROJECTS OVER MANY YEARS. TRANSACTION: THE UNIVERSITY PAYS CHANEN CONSTRUCTION COMPANY, INC. AS THE GENERAL CONTRACTOR FOR UNIVERSITY CONSTRUCTION PROJECTS. THE AMOUNTS LISTED ON SCHEDULE L, COLUMN (C) THAT ARE REFERRED TO HERE ARE FOR THOSE SERVICES DURING THE TAXABLE YEAR. MR. CHANEN WAS ELECTED TO THE UNIVERSITY'S BOARD OF TRUSTEES AS OF JANUARY 16, 2015. UNDER THE UNIVERSITY'S CONFLICT OF INTEREST POLICY, MR. CHANEN DOES NOT PARTICIPATE IN THE APPROVAL BY THE BOARD OF TRUSTEES OF THE UNIVERSITY'S CONTRACTING AGREEMENTS WITH CHANEN CONSTRUCTION FOR ANY OF THE SERVICES PROVIDED BY CHANEN CONSTRUCTION. ARRANGEMENTS BETWEEN CHANEN CONSTRUCTION AND THE UNIVERSITY HAVE ALWAYS BEEN AND CONTINUE TO BE CONDUCTED ON AN ARMS LENGTH, FAIR MARKET VALUE BASIS. X 3500 Selling cost X 101 1080 Selling cost X Raffle Items - Fundraising 174 39107 Selling cost X Upright Yamaha Studio Acoustic Piano 1 7549 Market value 0 false true false Schedule M, Part I, Line 31 SCH M, PART I, LINE 31 FOR THE TYPE OF PROPERTY ON SCHEDULE M, PART I, COLUMN B, THE UNIVERSITY REPORTS THE NUMBER OF ITEMS RECEIVED DURING THE YEAR. THE UNIVERSITY HAS AN ACCEPTANCE POLICY FOR NON-STANDARD CONTRIBUTIONS, WHICH IS REVIEWED BY MANAGEMENT. Schedule M, Part I, Line 4 BOOKS & MEDICAL JOURNALS THE UNIVERSITY REPORTED NO MONETARY VALUE FOR THE DONATED BOOKS & MEDICAL JOURNALS ON SCHEDULE M BECAUSE THE VALUE OF THESE ITEMS WAS NOT READILY DETERMINABLE AND NO AMOUNT WAS REPORTED ON PART VIII, LINE 1G FOR THESE ITEMS. Schedule M, Part I Explanations of reporting method for number of contributions Other - Raffle Items - Fundraising Number of contributions received Drugs and medical supplies - 100 Prescription Bottles; Various Diabetes Supplies - Number of items received for prescription bottles; number of contributions for diabetes supplies. Books and publications - 350 Copies of "Being Mortal: Medicine and What Matters in the End " Number of items Other - Upright Yamaha Studio Acoustic Piano A combination of both Form 990, Part I, Line 6 NUMBER OF VOLUNTEERS NUMBER OF VOLUNTEERS CONSISTS PRIMARILY OF ADJUNCT/VOLUNTEER (UNCOMPENSATED) FACULTY PROVIDING TEACHING SERVICES FOR THE UNIVERSITY'S VARIOUS HEALTHCARE EDUCATIONAL SERVICES (2,806), AS WELL AS UNCOMPENSATED MEMBERS OF THE BOARD OF TRUSTEES (16). Form 990, Part IV, Line 9 PART IV, LINE 9 AND SCHEDULE D, PART IV CREDIT COUNSELING, DEBT MANAGEMENT SERVICES THE UNIVERSITY ANSWERED "YES" AT FORM 990, PART IV, LINE 9, ONLY BECAUSE IT PROVIDES CREDIT COUNSELING, DEBT MANAGEMENT SERVICES TO ITS STUDENTS IN CONJUNCTION WITH ITS STUDENT LOAN/FINANCIAL AID PROGRAMS. SCHEDULE D, PART IV REQUESTS NO INFORMATION PERTAINING TO THESE SERVICES. Form 990, Part VI, Line 13 WHISTLEBLOWER POLICY THE UNIVERSITY HAS A BOARD OF TRUSTEE APPROVED WRITTEN WHISTLEBLOWER POLICY IN PLACE AND HAS IMPLEMENTED POLICIES AND PROCEDURES ENCOURAGING EMPLOYEES TO COME FORWARD (WHETHER THROUGH AN OPEN DOOR POLICY OR A CONFIDENTIAL PHONE LINE IN THE PRESIDENT AND CEO OFFICES) WITH INFORMATION ON VARIOUS IMPROPER ACTIVITIES, SPECIFIES THAT THE INDIVIDUALS WILL BE PROTECTED FROM RETALIATION, IDENTIFIES STAFF AND MANAGEMENT PERSONNEL TO WHOM SUCH INFORMATION CAN BE REPORTED, AND ASSURES THAT SUCH INFORMATION WILL BE REVIEWED AND ACTED UPON BY MANAGEMENT AS APPROPRIATE. Form 990, Part VI, Line 14 DOCUMENT RETENTION AND DESTRUCTION POLICY MIDWESTERN UNIVERSITY HAS A BOARD OF TRUSTEE APPROVED WRITTEN DOCUMENT RETENTION AND DESTRUCTION POLICY. Form 990, Part VI, Line 11b Review of form 990 by governing body THE 990 IS PREPARED BY MANAGEMENT OF THE UNIVERSITY ALONG WITH THE ADVICE OF THE UNIVERSITY'S AUDITORS, ATTORNEYS AND TAX ADVISORS. THE 990 IS THEN REVIEWED BY THE CEO AND CFO PRIOR TO PRESENTING TO THE BOARD OF TRUSTEES. THE 990 IS PRESENTED TO THE BOARD OF TRUSTEES FOR THEIR REVIEW AT THE BOARD RETREAT PRIOR TO FILING. Form 990, Part VI, Line 12c Conflict of interest policy MIDWESTERN UNIVERSITY HAS A WRITTEN CONFLICT OF INTEREST POLICY APPROVED BY THE BOARD OF TRUSTEES. FOR THE UNIVERSITY AND ALL OF ITS RELATED ORGANIZATIONS, ALL OFFICERS, TRUSTEES, KEY EMPLOYEES AND ALL FACULTY AND STAFF ARE ANNUALLY REQUIRED TO COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE AND DISCLOSE ALL CONFLICTS OF INTEREST. QUESTIONNAIRES ARE RETURNED TO THE PRESIDENT OF THE UNIVERSITY, FOR REVIEW AND ANNUAL APPROVAL. A COMMITTEE OF THE BOARD OF TRUSTEES MEETS AS NECESSARY TO REVIEW AND RESOLVE ANY POTENTIAL CONFLICTS OF INTERESTS REPORTED ON THE QUESTIONNAIRES INVOLVING A TRUSTEE, OFFICER, OR CERTAIN KEY EMPLOYEES. THE PRESIDENT, AS DESIGNEE OF THE BOARD COMMITTEE, REVIEWS AND RESOLVES MATTERS INVOLVING OTHER INDIVIDUALS WHO RECEIVE THE QUESTIONNAIRES. PROCEDURES FOR ADDRESSING ACTUAL OR POSSIBLE CONFLICTS ARE SET FORTH IN THE BOARD APPROVED CONFLICTS OF INTEREST POLICY STATEMENT. RECORDS OF ANY PROCEEDINGS ARE KEPT, AND ANNUAL REPORTS OF THE ACTIVITIES, REVIEWS AND RESOLUTIONS REGARDING CONFLICTS OF INTEREST ARE MADE TO THE BOARD OF TRUSTEES. Form 990, Part VI, Line 19 Required documents available to the public MIDWESTERN UNIVERSITY'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT MADE AVAILABLE TO THE GENERAL PUBLIC. THE 990 IS AVAILABLE ON GUIDESTAR.COM AND ALSO AT EACH OF THE UNIVERSITY'S TWO CAMPUSES. THE FINANCIAL STATEMENTS AND PERTINENT OPERATING STATISTICS ARE AVAILABLE AT WWW.DACBOND.COM Form 990, Part VIII, Line 11d Other Miscellaneous Revenue Bookstore Revenue - Total Revenue: 7631, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 7631; Fitness Program Revenue - Total Revenue: 3167, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 3167; Vending Machines Revenue - Total Revenue: 2037, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 2037; Washing Machine Revenue - Total Revenue: 18346, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 18346; Campus Rental - Total Revenue: 17950, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 17950; Miscellaneous Revenue - Total Revenue: 345618, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 345618; Credit card fee revenue share - Total Revenue: 133069, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 133069; Misc Student Fees - Total Revenue: 127317, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 127317; Continuing Medical Education revenue - Total Revenue: 119309, Related or Exempt Function Revenue: 119309, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Student Activities - Total Revenue: 11366, Related or Exempt Function Revenue: 11366, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Alumni Events - Total Revenue: 3754, Related or Exempt Function Revenue: 3754, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Alumni Association Dues - Total Revenue: 3350, Related or Exempt Function Revenue: 3350, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Library Serices - Total Revenue: 75383, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 75383; Penalty Charges - Total Revenue: 793, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 793; Late Charges - Total Revenue: 13523, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 13523; Parking Fines - Total Revenue: 3635, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 3635; Returned Check Fee - Total Revenue: 40, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 40; Convenience Charge Revenue - Total Revenue: 4070, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 4070; Copy Center Chgs Revenue - Total Revenue: 2696, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 2696; Late Fee-Health Insurnce - Total Revenue: 3745, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 3745; MWU Student Sick Visit Revenue - Total Revenue: 94605, Related or Exempt Function Revenue: 94605, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Origination Fees - Total Revenue: 67, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 67; MSC Pt Rsrch Study Rev - Total Revenue: 2592, Related or Exempt Function Revenue: 2592, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Form 990, Part XI, Line 9 Other changes in net assets or fund balances UNREALIZED LOSS ON INTEREST RATE PROTECTION AGREEMENTS - 9025853; NET ASSET TRANSFER TO MIDWESTERN UNIVERSITY FOUNDATION - -52880; NONCASH CONTRIBUTIONS NOT REPORTED ON FINANCIAL STATEMENTS - -51236; Part VI, LIne 15 A and B OFFICES & POSITIONS FOR WHICH PROCESS WAS USED, & YEAR PROCESS WAS BEGUN MIDWESTERN UNIVERSITY ADOPTED A COMPREHENSIVE EXECUTIVE COMPENSATION REVIEW SYSTEM IN 1995 AND HAS FOLLOWED THE POLICY THROUGHOUT THE YEARS. THE POLICIES AND PRACTICES HAVE ENSURED A CONSISTENT METHODOLOGY FOR ALL ACADEMIC DEANS AND OFFICERS OF THE UNIVERSITY AND THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES (THE "COMPENSATION COMMITTEE"). THE COMPENSATION COMMITTEE IS COMPOSED OF TRUSTEES WITHOUT A CONFLICT OF INTEREST WITH RESPECT TO COMPENSATION ARRANGEMENTS WHICH IT APPROVES. THE COMPENSATION COMMITTEE CHAIR ENGAGES AN OUTSIDE COMPENSATION CONSULTANT TO BENCHMARK THE SALARIES AND BENEFITS OF THE ADMINISTRATIVE PERSONNEL OF MIDWESTERN UNIVERSITY. MERIT INCREASES ARE AWARDED BASED ON COMPREHENSIVE WRITTEN PERFORMANCE APPRAISALS, EXTERNAL MARKET AND COMPARABILITY DATA AND INTERNAL EQUITY. THE COMPENSATION COMMITTEE REVIEWS ALL PERFORMANCE APPRAISAL FORMS, INCLUDING A COMPREHENSIVE REVIEW OF THE PERFORMANCE OF THE PRESIDENT, CHIEF EXECUTIVE OFFICER THAT IS DISTRIBUTED TO EVERY MEMBER OF THE BOARD OF TRUSTEES, AND COLLECTED AND EVALUATED BY THE CHAIRMAN OF THE BOARD. THE COMPENSATION COMMITTEE MEETS AT LEAST TWICE A YEAR. ONE MEETING IS HELD EXCLUSIVELY TO REVIEW THE PERTINENT DATA AND PRESIDENT'S PERFORMANCE AND MAY INCLUDE THE EXTERNAL CONSULTANT DURING THE MEETING. THE PRESIDENT IS NOT INCLUDED IN THIS MEETING. MINUTES OF ALL COMPENSATION COMMITTEE MEETINGS ARE WRITTEN AND MAINTAINED IN THE OFFICE OF THE PRESIDENT CEO. IN FISCAL 2018 KORN FERRY HAY WAS ENGAGED TO COMPLETE A COMPREHENSIVE REVIEW OF BOTH TOTAL COMPENSATION AND EXECUTIVE BENEFITS OF ALL SENIOR ADMINISTRATORS OF MIDWESTERN UNIVERSITY. THEIR COMPLETE AND COMPREHENSIVE STUDY WAS PRESENTED TO THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES. THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES APPROVES THEIR ANALYSIS AND RECOMMENDATIONS. THIS IS AN ANNUAL PROCESS THAT HAS BEEN IN PLACE FOR THE PAST 23 YEARS, HOWEVER, KORN FERRY HAY WAS RECENTLY ENGAGED TO REPLACE THE PRIOR FIRM. MIDWESTERN UNIVERSITY FOUNDATION 555 31ST STREET DOWNERS GROVE IL 60515 363955804 SUPPORT MWU IL 501(c)(3) 10 MWU true MIDWESTERN UNIVERSITY HOSP & MED CTRS 555 31ST STREET DOWNERS GROVE IL 60515 362166999 INACTIVE IL 501(c)(3) 3 MWU true MIDWESTERN UNIVERSITY PROPERTIES CORP 555 31ST STREET DOWNERS GROVE IL 60515 363377699 TITLE HOLDING IL 501(c)(2) MWU true OSTEOPATHIC MANAGEMENT ENTERPRISES INC 555 31ST STREET DOWNERS GROVE IL 60515 363483456 INACTIVE IL MWU C Corporation 1 true false false false false false false false false false false false false false false false false true true false MIDWESTERN UNIVERSITY FOUNDATION Q 81608 CASH