2015-05-14T10:59:37-05:00 2014-06-30 PricewaterhouseCoopers LLP 125 High Street Boston MA 02110 990 2013-07-01 390806261 The Medical College of Wisconsin Inc % PAMELA J STANICKCONTROLLER MEDI 4149558665 8701 Watertown Plank Road Suite Milwaukee WI 532263548 MARJORIE SPENCER CHIEF FINANCIAL OFFICER 4149558665 2015-05-12 true PRICEWATERHOUSECOOPERS LLP P01441612 4149558665 2013 2016-03-07 17:11:31Z JOHN R RAYMOND SR MD 8701 Watertown Plank Road Milwaukee WI 532263548 1666495990 false X http://www.mcw.edu X 1918 WI TO BE A NATIONAL LEADER IN THE EDUCATION AND DEVELOPMENT OF THE NEXT GENERATION OF PHYSICIANS AND SCIENTISTS; (CONTINUED IN SCHEDULE O) 28 16 6166 80 -3765 -38059 150411593 148438376 752674825 782600595 47041375 59092002 695347 743285 950823140 990874258 36227542 38138093 0 0 672053382 691256111 34729 36403 3017743 194224976 185820397 902540629 915251004 48282511 75623254 1603116222 1828250839 392655012 427170504 1210461210 1401080335 X TO BE A NATIONAL LEADER IN THE EDUCATION AND DEVELOPMENT OF THE NEXT GENERATION OF PHYSICIANS AND SCIENTISTS; (CONTINUED IN SCHEDULE O) false false 86987825 8157011 58234696 Education - There are more than 1,200 students enrolled in degree-granting educational programs at the Medical College of Wisconsin (MCW). This includes 817 medical students, and more than 400 graduate students. MCW faculty supervise approximately 670 physicians in residency training and 180 physicians in fellowship training through the Medical College of Wisconsin Affiliated Hospitals. Approximately 160 scientists are engaged in postdoctoral research fellowship training through the Graduate School of Biomedical Sciences. (CONTINUED IN SCHEDULE O) 217187664 25465347 19520027 Research - In fiscal year 2014, MCW faculty received approximately $138 million in external support for research from governmental and non-governmental grants and contracts. This total includes highly competitive research and training awards from the National Institutes of Health (NIH). During the Federal government's fiscal year 2014, the MCW received approximately $79.5 million in NIH funding and ranked 46th among the nation's 137 medical schools receiving NIH research funding. This places MCW in the top third of medical schools receiving NIH funding. (CONTINUED IN SCHEDULE O) 508527387 0 703913322 Patient Care - Approximately 1,510 Medical College of Wisconsin physicians and more than 600 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 Medical College of Wisconsin physician practice includes doctors in every specialty and subspecialty of medicine. (CONTINUED IN SCHEDULE O) 11682958 4515735 932550 824385834 true true false true false false false false false true true true false false true true false true true true true true false true true true false true true true true true false false false false false false false true true true false false false false true true true false false true 923 0 true 6166 true true true false false false false true true false false false false X 28 16 true false false false false true false true true false false true true true true true true true true true true MD MI NH OR SC WI X PAMELA J STANICKCONTROLLER 4149558665 8701 WATERTOWN PLANK ROAD MILWAUKEE WI 53226 X JOHN R RAYMOND SR MD TRUSTEE/PRESIDENT AND CEO 40.0 X X 808744 125597 JOSEPH KERSCHNER MD TRUSTEE/DEAN AND EXEC VP 40.0 X X 836040 129746 JON D HAMMES TRUSTEE/CHAIRMAN 0.5 X X 0 0 EDWARD J ZORE TRUSTEE/IMMEDIATE PAST CHAIR 0.5 X X 0 0 MARY ELLEN STANEK TRUSTEE/VICE CHAIRMAN 0.5 X X 0 0 STEPHEN ROELL TRUSTEE/SECRETARY 0.5 X X 0 0 P MICHAEL MAHONEY TRUSTEE/TREASURER 0.5 X X 0 0 ELIZABETH BRENNER TRUSTEE 0.5 X 0 0 JOHN BYRNES TRUSTEE 0.5 X 0 0 ALLEN COWLEY JR PHD TRUSTEE 40.0 X 375472 47380 CURT S CULVER TRUSTEE 0.5 X 0 0 RICARDO DIAZ TRUSTEE 0.5 X 0 0 SUSAN A FEITH TRUSTEE 0.5 X 0 0 PHILIP B FLYNN TRUSTEE 0.5 X 0 0 JOSEPH E GEENEN MD TRUSTEE 0.5 X 0 0 TED D KELLNER TRUSTEE 0.5 X 0 0 GALE E KLAPPA TRUSTEE 0.5 X 0 0 PAUL F KNOEBEL TRUSTEE 0.5 X 0 0 CORY L NETTLES TRUSTEE 0.5 X 0 0 WAYNE C OLDENBURG TRUSTEE 0.5 X 0 0 JOHN S SHIELY TRUSTEE 0.5 X 0 0 THOMAS L SPERO TRUSTEE 0.5 X 0 0 OWEN J SULLIVAN TRUSTEE 0.5 X 0 0 JULIA A UIHLEIN PHD TRUSTEE 8.0 X 8960 0 GREGORY M WESLEY TRUSTEE 0.5 X 0 0 0 JAY B WILLIAMS TRUSTEE 0.5 X 0 0 THOMAS WITTMANN MD TRUSTEE 0.5 X 0 0 CARLENE ZIEGLER TRUSTEE 0.5 X 0 0 RAVINDRA P MISRA PHD DEAN OF GRADUATE SCHOOL 40.0 X 163077 23824 G ALLEN BOLTON JR SENIOR VP AND COO 40.0 X 496505 96116 DANIEL WICKEHAM VP - CORPORATE COMPLIANCE 40.0 X 214925 42785 KATHRYN A KUHN VP - GOVT/COMM RELATIONS 40.0 X 199317 42613 SHERRI DUCHARME-WHITE VP - HUMAN RESOURCES 40.0 X 250760 48246 DAVID HOTCHKISS VP - INFO SERVICES/CIO 40.0 X 221392 49484 ALICE ARCHABAL VP - INST ADVANCE AT 7/29/13 40.0 X 140290 8422 JAMES W HEALD VP - INST ADVANCE TO 7/28/13 40.0 X 183229 32120 CHERYL MAURANA PHD VP - STRATEGIC OUTREACH 40.0 X 370350 46664 SARAH D COHN JD VP - GENERAL COUNSEL/ASST SEC 40.0 X 333406 30683 MARJORIE SPENCER CHIEF FINANCIAL OFFICER 40.0 X 339701 45746 ROY L SILVERSTEIN MD CHAIR DEPT OF MEDICINE/PROF 40.0 X 568646 45735 ROBERT LANE MD CHAIR DEPT PEDS/PROF 1/28/13 40.0 X 479349 42805 KEVIN J KELLY MD INT CHAIR PEDS/PROF TO 1/27/13 5.0 35.0 X 166448 23970 DENNIS MAIMAN MD PHD PROF & CHAIR OF NEUROSURGERY 40.0 X 1680919 46125 JAMES S TWEDDELL MD PROF & CHIEF OF CARDIO SURGERY 2.0 38.0 X 1892701 45408 JOHNNY C HONG MD ASSOC PROF& CHIEF TRANSPL SURG 40.0 X 1079965 45618 J CHANNING TASSONE MD ASSOC PROF OF ORTHO SURGERY 40.0 X 1194755 45843 JOHN G THOMETZ MD PROF OF ORTHOPAEDIC SURGERY 40.0 X 1154425 45690 ANN NATTINGER MD MPH PROF/FORMER INT CHAIR DEPT MED 40.0 X 350855 48077 ROBERT M KLIEGMAN MD PROF/FORMER CHAIR DEPT OF PEDS 13.0 27.0 X 237494 44319 JONATHAN I RAVDIN MD FORMER TRUSTEE/DEAN & EXEC VP 0.0 X 206316 0 13954041 0 1203016 1349 true true false NATL MARROW DONOR PROGRAM 3433 BROADWAY STREET NE 400 MINNEAPOLIS MN 55413 RESEARCH SUBCONTRACT 7026279 Medical College of WI Affiliated Ho 8701 watertown plank road MILWAUKEE WI 53226 RESIDENT SERVICES 4286142 FROEDTERT MEMORIAL LUTHERAN HOSPITA 9200 W WISCONSIN AVE MILWAUKEE WI 53226 SHARED SERVICES 3492858 Dedicated Computing Enterprise Solu 10400 Innovation DR 100 MILWAUKEE WI 53226 Information Systems 6171787 CARDIOLOGY JOINT VENTURE LLC 400 W River Woods Parkway MILWAUKEE WI 53212 Physician Services 5519286 144 490309 119527090 28420977 1024807 148438376 CLINICAL PRACTICE PLAN REVENUE 621110 480169018 480163802 5216 PHYSICIAN CONTRACTS/AFFILIATE SVCS 621110 118570490 118570490 MEDICARE/MEDICAID PAYMENTS 621110 109994125 109994125 MEDICAL INSTRUCTION TUITION AND FEES 611600 44148822 44148822 NON-GOVERNMENTAL GRANTS AND CONTRACTS 541700 17384382 17384382 12333758 12333758 782600595 24424734 -25136 24449870 100965 100965 599607 599607 2936661 2780700 155961 0 155961 155961 697104217 9976184 671476511 1037587 25627706 8938597 34566303 34566303 244659 490309 284137 -39478 -39478 24710 13670 11040 11040 45282 29127 16155 16155 0 990874258 782595379 -3765 59844268 28834002 28834002 8127337 8127337 1176754 1176754 0 6949049 2384070 3969724 595255 1555167 1555167 552383717 513014846 37850893 1517978 32887819 30251182 2531388 105249 67991086 62803600 4973979 213507 29489273 26960087 2434796 94390 0 626992 409951 217041 533073 533073 249224 249224 36403 36403 4469302 4469302 34968768 29355713 5584496 28559 997240 996240 1000 8686843 5273731 3314813 98299 12625868 4285684 8295243 44941 27669 27669 31319965 27216539 3915109 188317 7061666 6720545 325833 15288 0 4606578 4223729 342554 40295 8776430 7506164 1270266 0 27841818 24009194 3816071 16553 409349 409349 RESIDENTS & FELLOWS 5302374 5302374 DUES & SUBSCRIPTIONS 7149406 6724540 424284 582 MEDICAL & RESEARCH SUPPLIES 16933402 16933402 EQUIPMENT & MAINTENANCE 8506434 5906788 2599540 106 4727996 4137302 569673 21021 915251004 824385834 87847427 3017743 150990 120832 99497375 109088139 31213461 31121655 78604961 71401893 0 0 0 0 0 0 36014 40176 3280171 3642017 524197574 317335444 217834419 206862130 540306180 504776395 546871974 804403936 66542635 78719204 3999080 4444444 14778962 13630018 1603116222 1828250839 151630387 180407605 0 0 15594996 14857028 201904126 189635387 0 0 0 0 0 17506000 1495200 1495200 22030303 23269284 392655012 427170504 X 660360030 782696493 168522505 233366600 381578675 385017242 1210461210 1401080335 1603116222 1828250839 X 75623254 116521902 -1526031 X false true X true true true X 157918543 172601206 163033071 150411593 148438376 792402789 0 0 157918543 172601206 163033071 150411593 148438376 792402789 0 792402789 23300350 28969517 28117045 26643667 28087103 135117682 0 289896 262855 313720 406470 314651 1587592 929108063 3369560292 0.85286 0.00000 X 0.00000 Schedule A, Part II, Section B, Line 10 Other Income includes gross income from fundraising events, gross income from gaming activities, and gross sales of inventory, less returns and allowances. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true false false false false true 372951 false true 372951 false 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 AND BUDGET RELATED ISSUES. IN THE AREAS OF ADMINISTRATIVE ACTION, THE AGENCIES CONTACTED WERE: THE WISCONSIN LEGISLATURE AND EXECUTIVE BRANCH INCLUDING THE STATE'S DEPARTMENT OF ADMINISTRATION, DEPARTMENT OF HEALTH AND FAMILY SERVICES, HIGHER EDUCATIONAL AID BOARD, COMMISSIONER OF INSURANCE, AND DEPARTMENT OF COMMERCE, AND ALSO 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 $372,951. 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. 597705212 72358750 102552368 755803 20775819 2818113 748266595 470544766 79833963 67160793 658991 16573422 2601897 597705212 487583112 4697929 -1587957 709243 17146292 2292783 470544766 410429771 6063025 87937186 682895 13913349 2250626 487583112 374602162 3254421 49870473 478880 15212323 1606082 410429771 0.33000 0.49000 0.18000 false false 285376223 148969272 136406951 14775818 12616517 2159301 217639287 154825433 62813854 0 6406246 924222 5482024 206862130 CLOSELY-HELD EQUITY SECURITIES 246983800 F COMMINGLED EQUITY FUNDS 373975763 F COMMINGLED BOND FUNDS 179863552 F GUARANTEED INVSTMENT CONTRACTS 3580821 F 804403936 0 US GOVT. SPONSORED LOAN FUND 10155889 INTEREST RATE SWAP AGREEMENT 13113395 23269284 X Schedule D, Part V, Line 4 MCW's ENDOWMENT FUNDS HAVE BEEN ESTABLISHED FOR THE FOLLOWING PURPOSES: 1) PROVIDE FUNDING FOR ACTIVITIES THAT SUPPORT THE MISSIONS OF 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 FINANCIAL STATEMENT FOOTNOTE: The College 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 claimed or expected to be claimed on a tax return should be recorded in the financial statements. Under ASC Topic 740, the College must recognize the tax benefit from an uncertain tax position only 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 fifty percent likelihood of being realized upon ultimate settlement. The College does not have a liability for unrecognized tax benefits as of June 30, 2014. true true true true true true true false false false false false false false false true false true PART I, LINE 3 MCW values diversity amoung its student body and actively recruits to promote diversity. Diversity is demonstrated by the makeup of MCW's student body. More than 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 Education, the Department of Defense, the Department of Transportation, the Department of Veterans' Affairs, the National Science Foundation and the State of Wisconsin. Many students of MCW are eligible to receive federal student financial aid, including but not limited to, the Federal Perkins Loan Program and the Federal Primary Care Loan Program. Federally guaranteed loans are issued to students of MCW through the Department of Education's Direct Loan Program. The State of Wisconsin provides tuition assistance to medical students who are Wisconsin residents. true Central America and the Caribbean Program Services Research/subawards 216653 East Asia and the Pacific Program Services RESEARCH/SUBAWARDS 76640 Europe (Including Iceland and Greenland) Program Services RESEARCH/SUBAWARDS 202447 North America Program Services RESEARCH/SUBAWARDS 429927 Russia and the Newly Independent States 1 Program Services RESEARCH/SUBAWARDS 307082 Central America and the Caribbean Program Services SEMINARS/CONFERENCES 45339 East Asia and the Pacific Program Services SEMINARS/CONFERENCES 62129 Europe (Including Iceland and Greenland) Program Services SEMINARS/CONFERENCES 350370 Middle East and North Africa Program Services SEMINARS/CONFERENCES 10314 North America Program Services SEMINARS/CONFERENCES 231829 Russia and the Newly Independent States Program Services SEMINARS/CONFERENCES 40427 South America Program Services SEMINARS/CONFERENCES 67395 South Asia Program Services SEMINARS/CONFERENCES 9280 Sub-Saharan Africa Program Services SEMINARS/CONFERENCES 8620 Central America and the Caribbean Investments 278654698 1 1 280713150 280713150 Europe (Including Iceland and Greenland) RESEARCH SUBAWARD 27862 CHECK North America Research Subaward 14724 CHECK Europe (Including Iceland and Greenland) Research Subaward 9720 WIRE East Asia and the Pacific Research Subaward 76640 CHECK North America Research Subaward 301547 CHECK Central America and the Caribbean Research Subaward 193649 WIRE North America Research Subaward 104124 CHECK Europe (Including Iceland and Greenland) RESEARCH SUBAWARD 41289 WIRE Europe (Including Iceland and Greenland) RESEARCH SUBAWARD 11837 CHECK Europe (Including Iceland and Greenland) RESEARCH SUBAWARD 24748 WIRE Central America and the Caribbean RESEARCH SUBAWARD 23004 WIRE Europe (Including Iceland and Greenland) Research Subaward 92244 WIRE / CHECK Russia and the Newly Independent States RESEARCH SUBAWARD 262845 WIRE 13 true false true true true false Schedule F, Part I, Line 2 MCW IS THE RECIPIENT OF FEDERAL AND NON-FEDERAL GRANT FUNDS. SOME OF THE GRANT AWARDS ARE SUBAWARDED TO QUALIFIED FOREIGN ORGANIZATIONS (SUBRECIPIENTS) THAT ASSIST OR PROVIDE AN INTELLECTUAL CONTRIBUTION TO 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 OMB CIRCULAR A-133, 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. 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. X X X X X X X true HARRIS CONNECT LLC telemarket services false 107962 36403 71559 107962 36403 71559 All States Pro-Am Golf 194987 108271 86716 24060 22719 49600 21985 Dinner 277525 210435 67090 5955 34201 50440 8036 6 262456 171603 90853 23629 34537 8975 734968 490309 244659 53644 91457 100040 38996 284137 -39478 24710 2125 11100 445 false 24710 2125 11100 445 13670 11040 WI true false false false 1.00000 Alice Archabal Vice President of I 8701 Watertown Plank Road Milwaukee WI 53226 false ALICE ARCHABAL SEE PART IV X false SCHEDULE G, PART III, LINE 16 RAFFLES (GAMING) ARE 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 INSTITUTIONAL ADVANCEMENT 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. true 16TH ST COMMUNITY HEALTH CENTER 1337S CESAR E CHAVEZ DR MILWAUKEE WI 53204 391180475 501(c)(3) 14289 RESEARCH SUBAWARD 16TH ST COMMUNITY HEALTH CENTER 1337S CESAR E CHAVEZ DR MILWAUKEE WI 53204 391180475 501(c)(3) 24688 ADVANCE HEALTH WI AIDS RESOURCE CENTER OF WISCONSIN INC PO BOX 510498 MILWAUKEE WI 53203 391534049 501(c)(3) 140487 RESEARCH SUBAWARD AIDS TASKFORCE OF GREATER CLEVELAND 3210 EUCLID AVENUE CLEVELAND OH 44115 341433612 501(c)(3) 185217 RESEARCH SUBAWARD AMERICAN ACADEMY OF PEDIATRICS 141 NW PT BLVD ELK GROVE VILLAGE IL 60007 362275597 501(c)(3) 356568 RESEARCH SUBAWARD AMERICAN BOARD OF PEDIATRICS 111 SILVER CEDAR CT CHAPEL HILL NC 27514 231417504 501(c)(6) 11556 RESEARCH SUBAWARD AMERICAN MEDICAL ASSOCIATION 515 N STATE STREET CHICAGO IL 60654 360727175 501(c)(3) 5134 RESEARCH SUBAWARD ANN AND ROBERT H LURIE CHILDRENS HOSPITAL 225 E CHICAGO AVENUE CHICAGO IL 60611 362170833 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KENOSHA WI 53143 396005707 115 141574 ADVANCE HEALTH WI LA CAUSA INC 136 W GREENFIELD AVE MILWAUKEE WI 53204 391247667 501(c)(3) 16651 RESEARCH SUBAWARD LA CROSSE COUNTY HEALTH DEPARTMENT 300 4TH STREET N LA CROSSE WI 54601 396005709 115 71525 ADVANCE HEALTH WI LATINO COMMISSION ON AIDS 24 WEST 25TH STREET NEW YORK NY 10010 133629466 501(c)(3) 46634 RESEARCH SUBAWARD MARQUETTE UNIVERSITY PO BOX 1881 MILWAUKEE WI 53201 390806251 501(c)(3) 509124 RESEARCH SUBAWARD MARQUETTE UNIVERSITY PO BOX 1881 MILWAUKEE WI 53201 390806251 501(c)(3) 181344 ADVANCE HEALTH WI MARSHFIELD CLINIC 1000 NORTH OAK AVENUE MARSHFIELD WI 54449 390452970 501(c)(3) 46816 RESEARCH SUBAWARD MAYO CLINIC 200 FIRST STREET SW ROCHESTER MN 55905 416011702 501(c)(3) 28742 RESEARCH SUBAWARD MAYO CLINIC ARIZONA 13400 EAST SHEA BLVD SCOTTSDALE AZ 85259 860800150 501(c)(3) 16020 RESEARCH SUBAWARD MEDICAL UNIVERSITY OF SOUTH CAROLINA 19 HAGWOOD AVE STE 608 CHARLESTON SC 29425 576000722 115 46812 RESEARCH SUBAWARD MENTAL HEALTH AMERICA OF WISCONSIN 600 W VIRGINIA ST 502 MILWAUKEE WI 53204 390827843 501(c)(3) 72176 ADVANCE HEALTH WI MICHIGAN STATE UNIVERSITY 426 AUDITORIUM RD EAST LANSING MI 48824 386005984 115 149926 RESEARCH SUBAWARD MILWAUKEE HEALTH SERVICES INC 2555 N MARTN LUTH KG DR MILWAUKEE WI 53212 391664109 501(c)(3) 45964 RESEARCH SUBAWARD MILWAUKEE PUBLIC SCHOOLS 5225 WEST VLIET STREET MILWAUKEE WI 53208 396003457 115 328080 ADVANCE HEALTH WI MILWAUKEE SCHOOL OF ENGINEERING 1025 N BROADWAY ST MILWAUKEE WI 53202 390477970 501(c)(3) 149467 RESEARCH SUBAWARD MISSISSIPPI STATE UNIVERSITY 133 ETHEREDGE MISSISSIPPI STATE MS 39762 646000819 115 39493 RESEARCH SUBAWARD NASHVILLE CARES 501 BRICK CHURCH PRK DR NASHVILLE TN 37207 621274532 501(c)(3) 41558 RESEARCH SUBAWARD NATIONAL MARROW DONOR PROGRAM 3001 BROADWAY ST NE MINNEAPOLIS MN 55413 840865803 501(c)(3) 8741610 RESEARCH SUBAWARD NATIONWIDE CHILDRENS HOSPITAL INC 700 CHILDRENS DRIVE COLUMBUS OH 43205 314379441 501(c)(3) 10454 RESEARCH SUBAWARD 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501(c)(3) 35454 ADVANCE HEALTH WI PROHEALTH CARE INC 725 AMERICAN AVENUE WAUKESHA WI 53188 391314542 501(c)(3) 51006 ADVANCE HEALTH WI RACINE KENOSHA COMMUNITY ACTION AGENCY 2113 N WISCONSIN ST RACINE WI 53402 391087210 501(c)(3) 15509 RESEARCH SUBAWARD RED CLIFF COMMUNITY HEALTH CENTER PO BOX 529 BAYFIELD WI 54814 391178866 NA 89269 ADVANCE HEALTH WI REGENTS OF THE UNIVERSITY OF MINNESOTA 200 OAK ST SE STE 450 MINNEAPOLIS MN 55455 416007513 115 59639 RESEARCH SUBAWARD RICE UNIVERSITY 6100 MAIN STREET NO MS 70 HOUSTON TX 77005 741109620 501(c)(3) 68264 RESEARCH SUBAWARD SCRIPPS RESEARCH INSTITUTE THE 10550 N TORREY PINES RD LA JOLLA CA 92037 330435954 501(c)(3) 127656 RESEARCH SUBAWARD SET MINISTRY INC 2977 N 50 STREET MILWAUKEE WI 53210 391618277 501(c)(3) 68508 ADVANCE HEALTH WI SILVER SPRING NEIGHBORHOOD CENTER INC 5460 NORTH 64TH STREET MILWAUKEE WI 53218 390966281 501(c)(3) 96507 RESEARCH SUBAWARD SOUTH CAROLINA HIVAIDS COUNCIL 1518 PICKENS STREET COLUMBIA SC 29201 570994526 501(c)(3) 43826 RESEARCH SUBAWARD ST JOSEPHS HOSPITAL AND MEDICAL CENTER 350 W THOMAS ROAD PHOENIX AZ 85013 941196203 501(c)(3) 59507 RESEARCH SUBAWARD ST MARTIN DE PORRES CATHOLIC CHURCH 128 W BURLEIGH STREET MILWAUKEE WI 53212 391821873 NA 23687 ADVANCE HEALTH WI TRUVEN HEALTH ANALYTICS INC 777 E EISENHOWER PKWY ANN ARBOR MI 48108 061467923 NA 49750 RESEARCH SUBAWARD TUFTS UNIVERSITY 169 HOLLAND STREET BOSTON MA 02144 042103634 501(c)(3) 334805 RESEARCH SUBAWARD TULANE UNIVERSITY 6823 ST CHARLES AVE NEW ORLEANS LA 70118 720423889 501(c)(3) 25288 RESEARCH SUBAWARD UNITED COMMUNITY CENTER 1028 S 9TH STREET MILWAUKEE WI 53204 391146191 501(c)(3) 93511 ADVANCE HEALTH WI UNITED DYNACARE LLC 9200 W WISCONSIN AVENUE MILWAUKEE WI 53226 391896819 NA 17636 RESEARCH SUBAWARD UNITED NEIGHBORHOOD CENTERS OF MILW INC 710N PLANKINTON AVE740 MILWAUKEE WI 53203 906031721 501(c)(3) 33834 RESEARCH SUBAWARD UNITED NEIGHBORHOOD CENTERS OF MILW INC 710N PLANKINTON AVE740 MILWAUKEE WI 53203 906031721 501(c)(3) 215373 ADVANCE HEALTH WI UNITED WAY OF GREATER MILWAUKEE 225 W VINE STREET MILWAUKEE WI 53212 390806190 501(c)(3) 5408 RESEARCH SUBAWARD UNIVERSITY OF ALABAMA AT BIRMINGHAM 1530 3RD AVENUE SOUTH BIRMINGHAM AL 35294 636005396 115 170776 RESEARCH SUBAWARD UNIVERSITY OF CALIFORNIA LOS ANGELES 10920 WILSHIRE BLVD LOS ANGELES CA 90024 956006143 115 31723 RESEARCH SUBAWARD UNIVERSITY OF CALIFORNIA SAN DIEGO 9500 GILMAN DRIVE LA JOLLA CA 92093 956006144 115 770345 RESEARCH SUBAWARD UNIVERSITY OF CALIFORNIA SAN FRANCISCO 1855 FOLSOM ST SAN FRANCISCO CA 94143 946036493 115 117503 RESEARCH SUBAWARD UNIVERSITY OF CALIFORNIA SANTA CRUZ 1156 HIGH STREET SANTA CRUZ CA 95064 941539563 115 62855 RESEARCH SUBAWARD UNIVERSITY OF CENTRAL FLORIDA 12201 RESEARCH PKWY 501 ORLANDO FL 32826 592924021 115 36305 RESEARCH SUBAWARD UNIVERSITY OF CHICAGO 5801 SOUTH ELLIS AVENUE CHICAGO IL 60637 362177139 501(c)(3) 51781 RESEARCH SUBAWARD UNIVERSITY OF CINCINNATI 51 GOODMAN DRIVE CINCINNATI OH 45221 316000989 115 7406 RESEARCH SUBAWARD UNIVERSITY OF CONNECTICUT HEALTH CENTER 263 FARMINGTON AVENUE FARMINGTON CT 06030 521725543 115 24600 ADVANCE HEALTH WI UNIV OF GEORGIA RESEARCH FOUNDATION INC 456 EAST BROAD STREET ATHENS GA 30602 581353149 501(c)(3) 479221 RESEARCH SUBAWARD UNIVERSITY OF HOUSTON 5000 GULF FWY BLDG 2 218 HOUSTON TX 77204 746001399 115 149054 RESEARCH SUBAWARD UNIVERSITY OF ILLINOIS 506 SOUTH WRIGHT STREET URBANA IL 61801 376000511 115 120454 RESEARCH SUBAWARD UNIVERSITY OF IOWA 2 GILLMORE HALL IOWA CITY IA 52242 426004813 115 19673 RESEARCH SUBAWARD UNIVERSITY OF MASSACHUSETTS LOWELL ONE UNIVERSITY AVENUE LOWELL MA 01854 043167352 115 41435 RESEARCH SUBAWARD UNIVERSITY OF MEDICINE AND DENTISTRY OF NJ 65 BERGEN STREET NEWARK NJ 07107 221775306 115 70916 RESEARCH SUBAWARD UNIVERSITY OF MISSISSIPPI MEDICAL CENTER 2500 NORTH STATE STREET JACKSON MS 39216 646008520 115 107029 RESEARCH SUBAWARD UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL PO BOX 309 CHAPEL HILL NC 27514 566001393 115 89950 RESEARCH SUBAWARD UNIVERSITY OF PITTSBURGH 123 UNIVERSITY PLACE PITTSBURGH PA 15213 250965591 115 73615 RESEARCH SUBAWARD UNIVERSITY OF ROCHESTER 1325 MT HOPE AVENUE ROCHESTER NY 14620 160743209 501(c)(3) 156245 RESEARCH SUBAWARD UNIVERSITY OF SOUTH FLORIDA 3650 SPECTRUM BLVD STE 160 TAMPA FL 33612 593102112 115 86405 RESEARCH SUBAWARD UNIV OF TEXAS HEALTH SCIENCE CENTER HOUSTON 7000 FANNIN UCT 1006 HOUSTON TX 77030 741761309 115 42864 RESEARCH SUBAWARD UNIV OF TEXAS M D ANDERSON CANCER CENTER 1515 HOLCOMBE BLVD HOUSTON TX 77030 746001118 115 55454 RESEARCH SUBAWARD UNIV OF TEXAS MEDICAL BRANCH 301 UNIVERSITY BLVD GALVESTON TX 77555 746000949 115 5416 RESEARCH SUBAWARD UNIV OF TEXAS SOUTHWESTERN MEDICAL CENTER 5323 HARRY HINES BOULEVARD DALLAS TX 75390 756002868 115 96094 RESEARCH SUBAWARD UNIVERSITY OF UTAH 75 SOUTH 2000 EAST SALT LAKE CITY UT 84112 876000525 115 137597 RESEARCH SUBAWARD UNIVERSITY OF WASHINGTON 3903 BROOKLYN AVENUE SEATTLE WA 98105 916001537 115 129111 RESEARCH SUBAWARD UNIVERSITY OF WI HOSPITAL AND CLINICS AUTH 1675 HIGHWAY AVENUE MADISON WI 53792 391835630 115 112105 RESEARCH SUBAWARD UNIVERSITY OF WISCONSIN LA CROSSE 1725 STATE STREET LA CROSSE WI 54601 391805963 115 105589 ADVANCE HEALTH WI UNIVERSITY OF WISCONSIN MADISON 21 N PARK ST SUITE 6401 MADISON WI 53715 396006492 115 230810 RESEARCH SUBAWARD UNIVERSITY OF WISCONSIN MILWAUKEE PO BOX 413 MILWAUKEE WI 53201 391805963 115 278911 RESEARCH SUBAWARD UNIVERSITY OF WISCONSIN MILWAUKEE PO BOX 413 MILWAUKEE WI 53201 391805963 115 103352 ADVANCE HEALTH WI UWM RESEARCH FOUNDATION INC 1440 EAST NORTH AVENUE MILWAUKEE WI 53202 208297675 501(c)(3) 15389 ADVANCE HEALTH WI URBAN ECOLOGY CENTER INC 1500 E PARK PLACE MILWAUKEE WI 53211 391712663 501(c)(3) 32436 ADVANCE HEALTH WI VANDERBILT UNIVERSITY 2301 VANDERBILT PLACE NASHVILLE TN 37240 620476822 501(c)(3) 39160 RESEARCH SUBAWARD WAKE FOREST UNIVERSITY HEALTH SCIENCES MEDICAL CENTER BLVD WINSTON SALEM NC 27157 223849199 501(c)(3) 242945 RESEARCH SUBAWARD WALNUT WAY CONSERVATION CORP 2247 NORTH 17TH STREET MILWAUKEE WI 53205 392007850 501(c)(3) 42755 ADVANCE HEALTH WI WASHINGTON UNIVERSITY 700ROSEDALE AVE BOX1034 ST LOUIS MO 63112 430653611 501(c)(3) 379038 RESEARCH SUBAWARD WAYNE STATE UNIVERSITY 5700 CASS AVENUE DETROIT MI 48202 386028429 115 37018 RESEARCH SUBAWARD WEST VIRGINIA UNIVERSITY RESEARCH CORP 886 CHESTNUT RIDGE RD MORGANTOWN WV 26506 550665758 501(c)(3) 5922 RESEARCH SUBAWARD WISCONSIN COMMUNITY SERVICES INC 3732 W WISC AVE NO 200 MILWAUKEE WI 53208 390808464 501(c)(3) 251635 ADVANCE HEALTH WI WISCONSIN PUBLIC HEALTH ASSN 702 EISENHOWER DR STE A KIMBERLY WI 54136 396084243 501(c)(3) 234050 ADVANCE HEALTH WI WISCONSIN RURAL WOMENS INITIATIVE INC W3319 POTTER ROAD ELKHORN WI 53121 391921744 501(c)(3) 47589 ADVANCE HEALTH WI WRAPAROUND MILWAUKEE 9201 WATERTOWN PLANK RD MILWAUKEE WI 53226 396005720 115 6992 ADVANCE HEALTH WI YMCA OF RACINE WISCONSIN 725 LAKE AVENUE RACINE WI 53403 390807254 501(c)(3) 107915 RESEARCH SUBAWARD 128 6 MEDICAL STUDENT SCHOLARSHIPS - FUNDED EXTERNAL 170 990909 BOOK SCHOLARSHIPS MEDICAL STUDENT SCHOLARSHIPS - FUNDED INTERNAL 97 1545214 BOOK SCHOLARSHIPS GRADUATE SCHOOL SCHOLARSHIPS 191 4887130 BOOK SCHOLARSHIPS STUDENT AWARDS 94 59222 RESEARCH TRAINEE STIPENDS 301 644862 Schedule I, Part I, Line 2 MEDICAL AND GRADUATE 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 assist or provide an intellectual contribution to the project based on the requirements of the prime award. MCW's community engagement mission is complemented by the Advancing a Healthier Wisconsin (AHW) endowment under which funds are awarded to qualified organizations to support initiatives that improve the health of the residents of the State of Wisconsin. To monitor the use of research subawards and AHW 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 match 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 OMB Circular A-133 audit report, or a financial audit report or subrecipient questionnaire for organizations not subject to OMB Circular A-133, 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. X X true true X X X X false true false false false true true true false JOHN R RAYMOND SR MD TRUSTEE/PRESIDENT AND CEO 665072 85000 58672 100740 24857 934341 JOSEPH KERSCHNER MD TRUSTEE/DEAN AND EXEC VP 695154 90000 50886 104400 25346 965786 ALLEN COWLEY JR PHD TRUSTEE 375472 0 0 20400 26980 422852 RAVINDRA P MISRA PHD DEAN OF GRADUATE SCHOOL 163077 0 0 13225 10599 186901 G ALLEN BOLTON JR SENIOR VP AND COO 401744 72000 22761 69360 26756 592621 DANIEL WICKEHAM VP - CORPORATE COMPLIANCE 213747 0 1178 17439 25346 257710 KATHRYN A KUHN VP - GOVT/COMM RELATIONS 177239 0 22078 14767 27846 241930 SHERRI DUCHARME-WHITE VP - HUMAN RESOURCES 250202 0 558 20400 27846 299006 DAVID HOTCHKISS VP - INFO SERVICES/CIO 206234 14470 688 20400 29084 270876 JAMES W HEALD VP - INST ADVANCE TO 7/28/13 178312 0 4917 14569 17551 215349 CHERYL MAURANA PHD VP - STRATEGIC OUTREACH 357954 12000 396 20400 26264 417014 SARAH D COHN JD VP - GENERAL COUNSEL/ASST SEC 326030 0 7376 20400 10283 364089 MARJORIE SPENCER CHIEF FINANCIAL OFFICER 338897 0 804 20400 25346 385447 ROY L SILVERSTEIN MD CHAIR DEPT OF MEDICINE/PROF 520608 47500 538 20400 25335 614381 ROBERT LANE MD CHAIR DEPT PEDS/PROF 1/28/13 376262 100000 3087 20400 22405 522154 KEVIN J KELLY MD INT CHAIR PEDS/PROF TO 1/27/13 166448 0 0 13456 10514 190418 DENNIS MAIMAN MD PHD PROF & CHAIR OF NEUROSURGERY 1313808 359265 7846 20400 25725 1727044 JAMES S TWEDDELL MD PROF & CHIEF OF CARDIO SURGERY 1541485 349576 1640 20400 25008 1938109 JOHNNY C HONG MD ASSOC PROF& CHIEF TRANSPL SURG 774114 275000 30851 20400 25218 1125583 J CHANNING TASSONE MD ASSOC PROF OF ORTHO SURGERY 496294 698000 461 20400 25443 1240598 JOHN G THOMETZ MD PROF OF ORTHOPAEDIC SURGERY 746504 406000 1921 20400 25290 1200115 ANN NATTINGER MD MPH PROF/FORMER INT CHAIR DEPT MED 330729 10078 10048 20400 27677 398932 ROBERT M KLIEGMAN MD PROF/FORMER CHAIR DEPT OF PEDS 237154 0 340 19312 25007 281813 JONATHAN I RAVDIN MD FORMER TRUSTEE/DEAN & EXEC VP 0 0 206316 0 0 206316 194650 SCHEDULE J, PART I, LINE 1 MCW PAID BUSINESS SOCIAL CLUB MEMBERSHIP DUES ON BEHALF OF TWO OFFICERS DURING CALENDAR YEAR 2013. 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 PROVIDES DISCRETIONARY SPENDING ACCOUNTS TO SEVEN OFFICERS AND TWO 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 has five deferred compensation executive agreements, which comprise its supplemental nonqualified retirement plan (457(f) plan). Four of the agreements involve individuals listed on Form 990, Part VII. Three agreements are currently deferring benefits and two are not. MCW contributes 12% of each currently participating executive's salary. The amounts of employer contributions to this plan for calendar year 2013 for currently participating executives are as follows: John R. Raymond, Sr. MD - $80,340 G. Allen Bolton, Jr. - $48,960 Joseph Kerschner, MD - $84,000 Participants vest on the earliest of the following conditions: employee's death, employment termination due to disability, involuntary termination by MCW not for cause, or the date the employee satisfies the two year non-compete covenant and a minimum of three to five years of service. Participant Jonathan I. Ravdin, MD became vested in his deferred compensation agreement during calendar year 2013 and received a final deferred compensation payout of $206,316. 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 COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES. SCHEDULE J, PART II Allen Cowley, Jr., PhD, Chair of Physiology, is compensated for his work at MCW as a Professor, not for his role as trustee. Ann Nattinger, MD and Robert Kliegman, MD are compensated as Professors/Physicians, not for their former roles as key employees. A WHEFA SERIES 2004AB 391337855 97710VWS3 2004-11-17 21291516 REFUND WHEFA 1993 SERIES false false false B WHEFA SERIES 2004AB 391337855 97710VWS3 2004-11-17 99987987 CONSTRUCTION/CAPITAL PROJECTS false false false C WHEFA SERIES 2008A 391337855 97710BDG4 2008-07-30 80302421 CONSTR/CAP PROJ/REF 2004 B1 SERIES false false false D WHEFA SERIES 2008B 391337855 97710BDK5 2008-09-04 67500000 REFUND WHEFA 2004B2 SERIES false false false A 16401786 0 21291516 0 0 0 203337 220596 0 0 20867583 0 true false true true B 83973214 0 105137403 3 8078045 0 927614 1132626 0 94999118 0 0 2009 false false true true C 4370000 0 80907664 7935624 6709813 0 874539 0 0 44078900 21725000 0 2013 true false true true D 0 0 67501101 0 0 0 474412 676689 0 0 66350000 0 true false true true A 0 B false true false true false 0.00192 0.00192 false true 0.00080 true true C false true true false true false 0.00295 0.00000 0.00295 false true 0.00032 true true D false true false true false 0.00189 0.00189 false true 0.00081 true true A false false true true false false 0 false 0 false true B false false true true false false 0 false 0 true true C false false true true false false 0 false 0 true true D false false true true true true Goldman Sachs 25.2 false false false 0 false true A true B true C true D true SCHEDULE K, PARTS I & II MCW'S 2004 BOND ISSUE CONSISTED OF THREE TAX-EXEMPT SERIES (SERIES A, B1, AND B2), WHICH WERE ALL INCLUDED ON TWO FORM 8038'S UPON ISSUANCE. ONE FORM 8038 REPORTED THE NEW AMOUNTS BORROWED AND THE OTHER REPORTED A REFUNDING OF MCW'S 1993 BONDS. THE 2004 SERIES B1 AND B2 BONDS WERE SUBSEQUENTLY REFUNDED BY TWO 2008 BOND SERIES AND ONLY THE 2004 SERIES A BONDS REMAIN OUTSTANDING AS OF JUNE 30, 2014. THE FINAL CUSIP NUMBER ON THE TWO 2004 FORM 8038'S RELATED TO A 2004 SERIES B2 BOND WHICH IS NO LONGER OUTSTANDING. THE FINAL CUSIP NUMBER INCLUDED ON SCHEDULE K, PART 1, LINE 1 FOR SERIES 2004AB REPRESENTS ONE OF THE TWO LATEST 2004 SERIES A BONDS WHICH MATURE ON DECEMBER 1, 2024. THE OTHER FINAL CUSIP NUMBER WHICH ALSO MATURES ON DECEMBER 1, 2024 IS 97710VWQ7. SCHEDULE K, PART II, LINE 3 Differences between the issue price and the proceeds of the bond issue for Series 2004AB, Series 2008A and Series 2008B 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 AND B - A REBATE COMPUTATION WAS PERFORMED ON 04/23/2009. COLUMN C - A REBATE COMPUTATION WAS PERFORMED ON 10/01/2013. COLUMN D - A REBATE COMPUTATION WAS PERFORMED ON 10/04/2013. A WHEFA SERIES 2010 391337855 97710BZK1 2010-11-24 29248225 REFUND WHEFA 1996 AND 1997 SERIES false false false A 3765000 0 29248225 8 0 0 470900 0 0 0 28777325 0 true false true true A 0 A false true true false false false 0 false 0 false true A true Dedicated Computing LLC SEE PART V 8299233 INFO SYSTEMS SVCS/COMP EQUIP false Wisconsin Energy Corporation SEE PART V 7429795 energy utilities false Northwestern Mutual Life Ins Compa SEE PART V 442343 employee benefit services false Johnson Controls Inc SEE PART V 363243 building services equipment false BMO HARRIS BANK NA SEE PART V 388199 INVEST AND BANKING SERVICES false Robert W Baird Co Incorporated SEE PART V 246448 investment mgmt svcs false PARAGON DEVELOPMENT SYSTEMS INC SEE PART V 349809 COMPUTER EQUIP AND SVCS false BETH A ERICKSON-Wittmann MD WIFE OF TRUSTEE 512963 PROFESSOR, RADIATION ONCOLOGY false ManpowerGroup Inc See Part V 201039 Staffing Services false PART IV, LINE 1 NAME OF INTERESTED PERSON: DEDICATED COMPUTING LLC D/B/A Dedicated Computing Enterprise Solutions RELATIONSHIP: JOHN BYRNES, TRUSTEE, IS CHAIRMAN OF THE BOARD OF DEDICATED COMPUTING LLC. PART IV, LINE 2 NAME OF INTERESTED PERSON: WISCONSIN ENERGY CORPORATION RELATIONSHIP: Gale E. Klappa, Trustee, is Chairman and CEO of Wisconsin Energy Corporation. Mary Ellen Stanek, Trustee/Vice Chairman, and Curt S. Culver, Trustee, are on the Board of Wisconsin Energy Corp. PART IV, LINE 3 NAME OF INTERESTED PERSON: NORTHWESTERN MUTUAL LIFE INS. COMPANY RELATIONSHIP: EDWARD J. ZORE, TRUSTEE/IMMEDIATE PAST CHAIR, AND MARY ELLEN STANEK, TRUSTEE/VICE CHAIRMAN, ARE ON THE BOARD OF NORTHWESTERN MUTUAL LIFE. PART IV, LINE 4 NAME OF INTERESTED PERSON: JOHNSON CONTROLS, INC. RELATIONSHIP: STEPHEN ROELL, TRUSTEE/SECRETARY, WAS CHAIRMAN, PRESIDENT AND CEO OF JOHNSON CONTROLS THROUGH 9/30/13 AND CHAIRMAN THROUGH 12/31/13. PART IV, LINE 5 NAME OF INTERESTED PERSON: BMO HARRIS BANK N.A. RELATIONSHIP: John Shiely, Trustee, is on the Board of BMO Financial Corporation which is the U.S. holding company of BMO Harris Bank N.A. PART IV, LINE 6 NAME OF INTERESTED PERSON: ROBERT W. BAIRD & CO., INCORPORATED RELATIONSHIP: Mary Ellen Stanek, Trustee/Vice Chairman, is Managing Director and Director of Asset Management of Robert W. Baird & Co., Incorporated, and President of the Baird Funds. PART IV, LINE 7 NAME OF INTERESTED PERSON: PARAGON DEVELOPMENT SYSTEMS INC. RELATIONSHIP: John Byrnes, Trustee, is Chairman of the Board and Jonathan Ravdin, MD, former Dean/Executive VP, was President and CEO (through 12/16/14) of Paragon Development Systems, Inc. PART IV, LINE 9 NAME OF INTERESTED PERSON: MANPOWERGROUP Inc. RELATIONSHIP: Edward J. Zore, Trustee/Immediate Past Chair, is on the Board of Manpowergroup Inc. X 37176 Sale of comparables X 49 767631 Cost/ Selling price X SOFTWARE LICENSES 1 220000 COST/ SELLING PRICE false true false Schedule M, Part I, Column (B) The Amounts listed in Column (B) represent total number of contributions received, not individual items. FORM 990, PART I & III, LINE 1 - CONTINUED TO DISCOVER AND TRANSLATE NEW KNOWLEDGE IN THE BIOMEDICAL SCIENCES; TO PROVIDE CUTTING-EDGE, INTERDISCIPLINARY AND COMPASSIONATE CLINICAL CARE OF THE HIGHEST QUALITY; AND TO IMPROVE THE HEALTH OF THE COMMUNITIES IT SERVES. FORM 990, PART III, LINE 4A - CONTINUED MCW works with national and international medical specialty societies and community hospitals to accredit approximately 250 continuing medical education activities annually for physicians and other health professionals. The medical school campus in Milwaukee and new campuses being developed in Green Bay and Central Wisconsin provide an innovative, rigorous and immersive curriculum that prepares MCW's graduates with a deep understanding of the healthcare needs in these communities. The Green Bay Campus opens in July 2015 and Central Wisconsin is targeted for a July 2016 opening. MCW is working to ensure that a larger proportion of graduates stay in Wisconsin to practice after graduation. The MCW medical school campuses will help provide physicians in communities across the state, particularly in areas where doctors are needed the most. 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. In fiscal year 2014, MCW faculty conducted more than 2,500 research studies, including clinical trials, and reported 40 new discoveries and inventions to MCW's Office of Technology Development. The portfolio consists of approximately 200 technologies covered by more than 250 pending and issued U.S. and foreign patents. FORM 990, PART III, LINE 4C - CONTINUED MCW providers, physician assistants, nurse practitioners and other health care practitioners care for more than 500,000 patients, representing more than 2.2 million patient visits. 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 2014, the estimated direct and indirect costs incurred by MCW to provide services under MCW's community care policy were $5.5 million. MCW physicians and practitioners see patients at three major affiliates - Froedtert Hospital, Children's Hospital of Wisconsin, and the Zablocki VA Medical Center - and many other hospitals and clinics in eastern Wisconsin. FORM 990, PART III, LINE 4D Community Engagement - MCW's Community Engagement mission is about building productive partnerships between MCW and communities. Through these partnerships, MCW and its community collaborators work together to have a greater impact on addressing Wisconsin's critical health needs. More than 280 MCW faculty members are involved in more than 480 community outreach activities to advance public and community health in the metro Milwaukee area and 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 NOT LESS THAN THE NINE TRUSTEES WHO ARE THE CHAIRS OF THE OTHER BOARD COMMITTEES (ONE OF WHOM IS THE CHAIRMAN) AND THE PRESIDENT. 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 Mary Ellen Stanek and Edward Zore, trustees, are on the board of The Northwestern Mutual Life Insurance Company. Thomas Spero and Jay Williams, trustees, are on the board of Northwestern Mutual Wealth Management Company. Mary Ellen Stanek, Curt Culver and Gale Klappa, trustees, are on the board of Wisconsin Energy Corporation. Gale Klappa is Chairman and CEO of Wisconsin Energy Corporation. Mary Ellen Stanek and Owen Sullivan, trustees, are on the board of Journal Communications, Inc. Elizabeth Brenner, trustee, is Executive Vice President of Journal Communications, Inc. Cory Nettles, trustee, is on the board of Baird Funds, Inc., a division of Robert W. Baird & Co., Inc. Mary Ellen Stanek, trustee, is Managing Director and Director of Asset Management of Robert W. Baird & Co., Inc. and President of Baird Funds, Inc. John Byrnes and Ted Kellner, trustees, are on the board of Mason Wells, Inc. John Byrnes is Executive Chairman of the Board and President of Mason Wells, Inc. Philip Flynn, Cory Nettles, and Jay Williams, trustees, are on the board of Associated Banc-Corp. Philip Flynn is President and CEO of Associated Banc-Corp. P. Michael Mahoney and Ted D. Kellner, trustees, are on the board of Park Bank. P. Michael Mahoney is Chairman. Thomas Spero and Owen Sullivan, trustees, are on the board of Johnson Financial Group. 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 ALL TRUSTEES. 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 CONTROLLER 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. IF THERE IS A POTENTIAL CONFLICT, THE EMPLOYEE MUST SUBMIT A WRITTEN REQUEST FOR APPROVAL TO THE CORPORATE COMPLIANCE OFFICE BEFORE 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 COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES REVIEW THE DISCLOSURE FORMS IF THEY RELATE TO A BOARD MEMBER. DISCLOSED CONFLICTS BECOME A MATTER OF BOARD RECORD THROUGH THE DISCLOSURE FORM. ANY CONFLICTS MUST ALSO 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, THE QUORUM SITUATION AND THE DETERMINATION THAT THE PROPOSED CONTRACT OR TRANSACTION IS FAIR AND REASONABLE TO MCW. FORM 990, PART VI, LINES 15A & 15B THE COMPENSATION COMMITTEE ADOPTED A CHARTER, APPROVED BY THE BOARD OF TRUSTEES, TO MONITOR AND COMPLY WITH THE COMPENSATION FOR, AND TRANSACTIONS WITH, CERTAIN OFFICERS. THIS CHARTER IS ACTIVELY MONITORED BY THE GENERAL COUNSEL, THE CORPORATE COMPLIANCE OFFICE AND THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES. THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES IS MADE UP OF AT LEAST THREE MEMBERS OF THE BOARD WHO MEET THE FOLLOWING QUALIFICATIONS: 1) NOT AN EMPLOYEE OF MCW; 2) DOES NOT RECEIVE, DIRECTLY OR INDIRECTLY, FEES FROM MCW FOR ACCOUNTING, CONSULTING, LEGAL SERVICES, INVESTMENT BANKING OR FINANCIAL ADVISORY SERVICES; AND 3) HAS NO IDENTIFIED CONFLICTS OF INTEREST WITH RESPECT TO ANY PROPOSED COMPENSATION TRANSACTION OR ARRANGEMENT. THE COMPENSATION 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, AND ENGAGING OUTSIDE ADVISORS TO PROVIDE OBJECTIVE AND IMPARTIAL COMPENSATION DATA AND TO EXPRESS AN OPINION ON TOTAL COMPENSATION REASONABLENESS. APPROVAL OF COMPENSATION DECISIONS FOR CERTAIN OFFICERS IS DOCUMENTED IN THE MINUTES OF THE COMPENSATION COMMITTEE AND REPORTED TO THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. COMPENSATION DECISIONS FOR ALL OTHER OFFICERS AND KEY EMPLOYEES ARE DETERMINED BY THE PRESIDENT, DEAN, OR SENIOR VICE PRESIDENT BASED ON PERFORMANCE ASSESSMENT AND BUDGETARY GUIDELINES, UTILIZING EXTERNAL COMPENSATION DATA FROM VARIOUS SOURCES INCLUDING THE ANNUAL ASSOCIATION OF AMERICAN MEDICAL COLLEGES SURVEY TO EVALUATE COMPARABILITY TO MARKET COMPENSATION TRENDS. FORM 990, PART VI, LINE 19 MCW DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY OR FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC. FORM 990, PART VII, SECTION A Julia Uihlein and Allen Cowley, Jr., PhD, CHAIR OF PHYSIOLOGY, are compensated for their work at MCW as Professors, not for their roles as trustees. Ann Nattinger, MD, and Robert Kliegman, MD, are compensated as professors/physicians, not for their former roles as key employees. Kevin Kelly, MD, Robert Kliegman, MD, and James Tweddell, 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. John Thometz, MD, and J. Channing Tassone, MD, are compensated for their physician roles at CSG and their work hours 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 LOSS ON INTEREST RATE SWAP $(491,101) CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS $461,486 INTERCOMPANY TRANSFER $(1,496,416) ____________ TOTAL $(1,526,031) Children's Specialty Group Inc 999 North 92nd St STE C740 Milwaukee WI 53226 391990012 Pediatrics WI 501(c)(3) 11a-I NA false MCW Affiliated Hospitals Inc 8701 Watertown Plank Rd Milwaukee WI 53226 391341366 GRAD MED ED WI 501(C)(3) 11a-I NA false Blue & Green I Condo Association Inc 8701 Watertown Plank Rd Milwaukee WI 53226 262355106 Building Mgmt WI MCW C Corp 0 0 0.69000 true MCW Prof Liability Insurance Program 8701 Watertown Plank Rd Milwaukee WI 53226 396484662 INSURANCE WI MCW Trust 2725715 20345388 1.00000 true CHARITABLE REMAINDER TRUSTS (3) SUPPORT WI NA TRUST true false false false true false false false false false false false true true false false true true true true MCW Prof Liability Insurance Program Q 3347635 CASH BASIS MCW Prof Liability Insurance Program R 1496416 CASH BASIS