MIDWESTERN UNIVERSITY: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
MIDWESTERN UNIVERSITY (EIN 36-3377698)
Tax period
2013-07-01 to 2014-06-30
Filed
2015-05-14
IRS object ID
201531349349302838
Schema version
2013v4.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2015-05-14T10:42:21-05:00ReturnTs
Tax Period End2014-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ERNST & YOUNG US LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1111 MONUMENT CIRCLE SUITE 4000AddressLine1
CityINDIANAPOLISCity
StateINState
ZIP Code46204ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN363377698EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MIDWESTERN UNIVERSITYBusinessNameLine1
FieldValueIRS element (for citing)
In Care Of% DEAN MALONEInCareOfNm
Business Name ControlMIDWBusinessNameControlTxt
Phone6305157145PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1555 31ST STREETAddressLine1
Address Line2SuiteAddressLine2
CityDOWNERS GROVECity
StateILState
ZIP Code60515ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKATHLEEN GOEPPINGERPersonNm
Person TitlePresident & CEOPersonTitleTxt
Phone3176817000PhoneNum
Signature2015-04-22SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonANGELA M MOOREPreparerPersonNm
PTINP00244342PTIN
Phone3176817000PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerKATHLEEN GOEPPINGER PHDPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1555 31ST STREETAddressLine1
CityDOWNERS GROVECity
StateILState
ZIP Code60515ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$933,153,672GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.MIDWESTERN.EDUWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1900FormationYr
Legal Domicile StateILLegalDomicileStateCd
Activity Or MissionMIDWESTERN UNIVERSITY DEDICATES THE INSTITUTION AND ITS RESOURCES TO THE HIGHEST STANDARDS OF ACADEMIC EXCELLENCE TO MEET THE EDUCATIONAL NEEDS OF THE HEALTH CARE COMMUNITY.ActivityOrMissionDesc
Voting Members Governing Body19VotingMembersGoverningBodyCnt
Voting Members Independent16VotingMembersIndependentCnt
Total Employee3624TotalEmployeeCnt
Total Volunteers4785TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$2,984,220PYContributionsGrantsAmt
CY Contributions Grants$3,757,577CYContributionsGrantsAmt
PY Program Service Revenue$288,955,395PYProgramServiceRevenueAmt
CY Program Service Revenue$311,409,633CYProgramServiceRevenueAmt
PY Investment Income$7,127,403PYInvestmentIncomeAmt
CY Investment Income$11,883,810CYInvestmentIncomeAmt
PY Other Revenue$3,203,319PYOtherRevenueAmt
CY Other Revenue$6,334,749CYOtherRevenueAmt
PY Total Revenue$302,270,337PYTotalRevenueAmt
CY Total Revenue$333,385,769CYTotalRevenueAmt
PY Grants And Similar Paid$1,685,061PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,876,904CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$136,519,048PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$147,825,322CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$456,107CYTotalFundraisingExpenseAmt
PY Other Expenses$74,447,877PYOtherExpensesAmt
CY Other Expenses$91,930,467CYOtherExpensesAmt
PY Total Expenses$212,651,986PYTotalExpensesAmt
CY Total Expenses$241,632,693CYTotalExpensesAmt
PY Revenues Less Expenses$89,618,351PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$91,753,076CYRevenuesLessExpensesAmt
Total Assets BOY$947,050,869TotalAssetsBOYAmt
Total Assets EOY$1,090,309,024TotalAssetsEOYAmt
Total Liabilities BOY$418,434,572TotalLiabilitiesBOYAmt
Total Liabilities EOY$468,008,310TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$528,616,297NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$622,300,714NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionMIDWESTERN UNIVERSITY'S HISTORICAL AND SUSTAINING PHILOSOPHY DEDICATES THE INSTITUTION AND ITS RESOURCES TO THE HIGHEST STANDARDS OF ACADEMIC EXCELLENCE TO MEET THE EDUCATIONAL NEEDS OF THE HEALTH CARE COMMUNITY.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$222,714,180ExpenseAmt
Grant$1,876,904GrantAmt
Revenue$312,872,445RevenueAmt
DescSEE SCHEDULE ODesc
Total Program Service Expenses$222,714,180TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingYes (true)CreditCounselingInd
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingYes (true)SchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsYes (true)TaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntYes (true)BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgYes (true)TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document7953IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee3624EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members19GoverningBodyVotingMembersCnt
Independent Voting Member16IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsYes (true)ChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonDEAN MALONEPersonNm
Phone6305157145PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1555 31ST STREETAddressLine1
CityDOWNERS GROVECity
StateILState
ZIP Code60515ZIPCode

Form990 Part VII Section A Form990PartVIISectionAGrp (32 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
WILLIAM D ANDREWS
CHAIRPERSON/TRUSTEE1.00.0Yes (X)$0$0$0
SR ANNE C LEONARD
VICE CHAIRPERSON/TRUSTEE1.00.0Yes (X)$0$0$0
GERRIT A VAN HUISSTEDE
SECRETARY/TREASURER/TRUSTEE1.00.5Yes (X)$0$0$0
JEAN L BAXTER JD
TRUSTEE1.00.0Yes (X)$0$0$0
MICHAEL J BLEND PHD DO
TRUSTEE1.00.0Yes (X)$0$0$0
JANET R BOLTON CFP CIMA
TRUSTEE1.00.0Yes (X)$0$0$0
JOHN H FINLEY DO
TRUSTEE1.00.5Yes (X)$0$0$0
WARREN B GRAYSON
TRUSTEE1.00.6Yes (X)$0$0$0
GRETCHEN R HANNAN
TRUSTEE1.00.0Yes (X)$0$0$0
KENNETH R HERLIN
TRUSTEE1.00.1Yes (X)$0$0$0
JOHN LADOWICZ
TRUSTEE1.00.1Yes (X)$0$0$0
KEVIN D LEAHY
TRUSTEE1.00.5Yes (X)$0$0$0
MADELINE R LEWIS DO
TRUSTEE1.00.0Yes (X)$0$0$0
ROBERT M LOCKHART PHD
TRUSTEE1.00.5Yes (X)$0$0$0
W JAY LOVELACE
TRUSTEE1.00.5Yes (X)$0$0$0
ELAINE M SCRUGGS
TRUSTEE1.00.0Yes (X)$0$0$0
GARY L TRUJILLO
TRUSTEE1.00.0Yes (X)$0$0$0
PAUL M STEINGARD DO
TRUSTEE1.00.0Yes (X)$0$0$0
KATHLEEN H GOEPPINGER PHD
PRESIDENT/CEO/TRUSTEE40.01.3Yes (X)$1,145,031$0$46,996Yes (X)
ARTHUR G DOBBELAERE PHD
ASSISTANT SECR./COO/EXEC VP40.01.3$873,116$0$35,903Yes (X)
GREGORY J GAUS
ASSISTANT TREAS./CFO/SENIOR VP40.01.3$714,435$0$40,043Yes (X)
DEAN P MALONE
VP FINANCE40.01.3$419,414$0$44,856Yes (X)
KAREN D JOHNSON PHD
VP UNIVERSITY RELATIONS40.00.0$365,366$0$33,979Yes (X)
MARY LEE PHARM D
VP/CAO PHARMACY/HEALTH40.00.0$514,256$0$39,368Yes (X)
DENNIS PAULSON PHD
VP/CAO MEDICINE AND DENTAL40.00.0$522,682$0$45,407Yes (X)
ANGELA MARTY MS
VP HUMAN RESOURCES & ADMIN.40.00.0$307,595$0$38,713Yes (X)
JOHN R BURDICK PHD
VP CLINIC OP. & DEAN/BASIC SCI40.00.0$427,673$0$44,889Yes (X)
LORI A KEMPER DO
DEAN MEDICINE40.00.0$454,475$0$45,136Yes (X)
KAREN J NICHOLS DO
DEAN MEDICINE40.00.0$467,127$0$39,176Yes (X)
MICHAEL MACNEIL
DEAN DENTAL MEDICINE40.00.0$432,684$0$39,179Yes (X)
RUSSEL GILPATRICK
DEAN DENTAL MEDICINE40.00.0$440,934$0$39,196Yes (X)
ROSS J KOSINSKI PHD
DEAN STUDENT SERVICES40.00.0$353,817$0$41,365Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$7,438,605TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$574,206TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K388IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1CityContractorAddress/USAddress/CityStateContractorAddress/USAddress/StateZIP CodeContractorAddress/USAddress/ZIPCodeServicesServicesDescCompensationCompensationAmt
Chanen Construction
3300 N Third StPHOENIXAZ85067General Contractor$73,151,592
DWL Architects Inc
2333 N CentralPHOENIXAZ85014Architectural$4,946,847
Metro Cleaning Company
8349 W Desert SpoonPEORIAAZ85383JANITORIAL SERVICES$1,588,978
EBSCO
10 ESTES STREETIPSWICHMA01938E-Library Services$1,421,159
Humana Inc
2301 West 22nd Street 103OAKBROOKIL60523Healthcare Admin.$1,407,160
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K47CntrctRcvdGreaterThan100KCnt
Fundraising$334,673FundraisingAmt
Government Grants$2,028,061GovernmentGrantsAmt
All Other Contributions$1,394,843AllOtherContributionsAmt
Noncash Contributions$165,253NoncashContributionsAmt
Total Contributions$3,757,577TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
TUITION & FEES611310$283,889,955$283,889,955
POST-DOCTORATE PROGRAM611310$10,218,805$10,218,805
CLINICAL REVENUE621400$12,282,972$12,282,972
STUDENT HOUSING721310$5,017,901$5,017,901
FieldValueIRS element (for citing)
Total Program Service Revenue$311,409,633TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,424,038TotalRevenueColumnAmt
Exclusion$3,424,038ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$291,129TotalRevenueColumnAmt
Exclusion$291,129ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Rental Income Or Loss RentalIncomeOrLossGrp

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

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$607,788,553SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$599,619,910SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$8,168,643SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$8,168,643TotalRevenueColumnAmt
Exclusion$8,168,643ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$120,947FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$334,673ContriRptFundraisingEventAmt
Fundraising Direct Expenses$147,993FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$27,046TotalRevenueColumnAmt
Exclusion-$27,046ExclusionAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
GAIN ON INTEREST RATE PROTECTION AGREEMENT900099$3,626,000$3,626,000
CO-FUNDED FACULTY900099$1,042,586$1,042,586
STUDENT LOAN INTEREST561499$349,140$349,140

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,344,069TotalRevenueColumnAmt
Related Or Exempt Func Income$71,086RelatedOrExemptFuncIncomeAmt
Exclusion$1,272,983ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$6,361,795OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$333,385,769TotalRevenueColumnAmt
Related Or Exempt Func Income$312,872,445RelatedOrExemptFuncIncomeAmt
Exclusion$16,755,747ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$1,876,904TotalAmt
Program Services$1,876,904ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$5,910,427TotalAmt
Program Services$2,194,821ProgramServicesAmt
Management And General$3,715,606ManagementAndGeneralAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$112,906,332TotalAmt
Program Services$108,576,984ProgramServicesAmt
Management And General$4,069,111ManagementAndGeneralAmt
Fundraising$260,237FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$8,520,008TotalAmt
Program Services$7,944,242ProgramServicesAmt
Management And General$557,141ManagementAndGeneralAmt
Fundraising$18,625FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$12,947,766TotalAmt
Program Services$12,068,800ProgramServicesAmt
Management And General$850,533ManagementAndGeneralAmt
Fundraising$28,433FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$7,540,789TotalAmt
Program Services$7,030,163ProgramServicesAmt
Management And General$494,108ManagementAndGeneralAmt
Fundraising$16,518FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$1,349,804TotalAmt
Program Services$225,826ProgramServicesAmt
Management And General$1,123,978ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$473,615TotalAmt
Program Services$46,497ProgramServicesAmt
Management And General$427,118ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$251,349TotalAmt
Management And General$251,349ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$864,532TotalAmt
Program Services$86,453ProgramServicesAmt
Management And General$778,079ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$15,122,412TotalAmt
Program Services$14,425,048ProgramServicesAmt
Management And General$678,474ManagementAndGeneralAmt
Fundraising$18,890FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$398,606TotalAmt
Program Services$373,086ProgramServicesAmt
Management And General$18,311ManagementAndGeneralAmt
Fundraising$7,209FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$11,097,549TotalAmt
Program Services$9,858,692ProgramServicesAmt
Management And General$1,200,368ManagementAndGeneralAmt
Fundraising$38,489FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$1,092,847TotalAmt
Program Services$1,067,288ProgramServicesAmt
Management And General$25,559ManagementAndGeneralAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$3,897,658TotalAmt
Program Services$3,658,975ProgramServicesAmt
Management And General$238,683ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,337,603TotalAmt
Program Services$1,039,733ProgramServicesAmt
Management And General$296,210ManagementAndGeneralAmt
Fundraising$1,660FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,318,451TotalAmt
Program Services$1,295,237ProgramServicesAmt
Management And General$20,422ManagementAndGeneralAmt
Fundraising$2,792FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$8,185,046TotalAmt
Program Services$7,969,173ProgramServicesAmt
Management And General$215,873ManagementAndGeneralAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$23,714,239TotalAmt
Program Services$23,202,440ProgramServicesAmt
Management And General$511,799ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$4,623,017TotalAmt
Program Services$2,624,211ProgramServicesAmt
Management And General$1,998,806ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
STUDENT HOUSING EXPENSE$4,756,739$4,756,739
BOOKS & PERIODICALS$1,903,624$1,902,999$611$14
EDUCATION EXPENSE$1,756,735$1,749,320$7,415
BOND REFINANCING COSTS$1,552,962$1,552,962

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$8,233,679TotalAmt
Program Services$7,187,587ProgramServicesAmt
Management And General$982,852ManagementAndGeneralAmt
Fundraising$63,240FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$241,632,693TotalAmt
Program Services$222,714,180ProgramServicesAmt
Management And General$18,462,406ManagementAndGeneralAmt
Fundraising$456,107FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$13,107BOYAmt
EOY$14,007EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$145,499,467BOYAmt
EOY$151,016,602EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$146,185BOYAmt
EOY$228,210EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$4,571,780BOYAmt
EOY$5,536,688EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

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

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

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

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

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

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$617,122BOYAmt
EOY$618,054EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$2,173,943BOYAmt
EOY$2,529,268EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$802,020,897LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$162,265,297LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$539,143,737BOYAmt
EOY$639,755,600EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$210,303,257BOYAmt
EOY$243,381,158EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$4,862,948BOYAmt
EOY$5,862,452EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$18,958,150BOYAmt
EOY$25,440,808EOYAmt

Intangible Assets IntangibleAssetsGrp

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

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$20,761,173BOYAmt
EOY$15,926,177EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$947,050,869BOYAmt
EOY$1,090,309,024EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$40,025,706BOYAmt
EOY$57,651,993EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$5,185,877BOYAmt
EOY$6,041,080EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$36,937,918BOYAmt
EOY$42,759,197EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$296,510,973BOYAmt
EOY$317,352,881EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

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

Loans From Officers Directors LoansFromOfficersDirectorsGrp

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

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

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

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

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

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$39,774,098BOYAmt
EOY$44,203,159EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$418,434,572BOYAmt
EOY$468,008,310EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$518,830,243BOYAmt
EOY$611,985,109EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$6,028,406BOYAmt
EOY$6,291,105EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$3,757,648BOYAmt
EOY$4,024,500EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$528,616,297BOYAmt
EOY$622,300,714EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$947,050,869BOYAmt
EOY$1,090,309,024EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$91,753,076ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$7,256,018NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$5,324,677OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (true)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Total Grassroots LobbyingTotalGrassrootsLobbyingGrp
Total Direct LobbyingTotalDirectLobbyingGrp
Total Lobbying ExpendTotalLobbyingExpendGrp
Other Exempt Purpose ExpendOtherExemptPurposeExpendGrp
Total Exempt Purpose ExpendTotalExemptPurposeExpendGrp
Lobbying Nontaxable AmountLobbyingNontaxableAmountGrp
Grassroots NontaxableGrassrootsNontaxableGrp
Tot Lbbyng Grassroot Mns Non TxTotLbbyngGrassrootMnsNonTxGrp
Tot Lbby Expend Mns Lbbyng Non TxTotLbbyExpendMnsLbbyngNonTxGrp
VolunteersYes (true)VolunteersInd
Paid Staff Or ManagementfalsePaidStaffOrManagementInd
Media AdvertisementsfalseMediaAdvertisementsInd
Mailings MembersfalseMailingsMembersInd
Publications Or BroadcastfalsePublicationsOrBroadcastInd
Grants Other OrganizationsfalseGrantsOtherOrganizationsInd
Direct Contact LegislatorsYes (true)DirectContactLegislatorsInd
Direct Contact Legislators$2,500DirectContactLegislatorsAmt
Rallies DemonstrationsfalseRalliesDemonstrationsInd
Other ActivitiesYes (true)OtherActivitiesInd
Other Activities$248,849OtherActivitiesAmt
Total Lobbying Expenditures$251,349TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
OTHER ACTIVITESSCHEDULE C, PART II-B, LINE 1 Ia MWU 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 1GIN 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 UNIVERSITYS OPERATIONS, EDUCATIONAL PURPOSES, POWERS, DUTIES AND INTERESTS.
SCHEDULE C, PART II-B, LINE 1ITHE 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 D IRS990ScheduleD

FieldValueIRS element (for citing)
Art Public Exhibition AmountsArtPublicExhibitionAmountsGrp
Held Works ArtHeldWorksArtGrp
Agent Trustee EtcfalseAgentTrusteeEtcInd
Incl Escrow Custodial Acct LiabfalseInclEscrowCustodialAcctLiabInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$9,786,054BeginningYearBalanceAmt
Contributions$758,790ContributionsAmt
Investment Earnings Or Losses$296,611InvestmentEarningsOrLossesAmt
Grants Or Scholarships$443,785GrantsOrScholarshipsAmt
Other Expenditures$60,003OtherExpendituresAmt
Administrative Expenses$22,062AdministrativeExpensesAmt
End Year Balance$10,315,605EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$9,298,882BeginningYearBalanceAmt
Contributions$627,474ContributionsAmt
Investment Earnings Or Losses$278,039InvestmentEarningsOrLossesAmt
Grants Or Scholarships$231,880GrantsOrScholarshipsAmt
Other Expenditures$121,545OtherExpendituresAmt
Administrative Expenses$64,916AdministrativeExpensesAmt
End Year Balance$9,786,054EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$8,077,831BeginningYearBalanceAmt
Contributions$1,199,400ContributionsAmt
Investment Earnings Or Losses$251,211InvestmentEarningsOrLossesAmt
Grants Or Scholarships$60,425GrantsOrScholarshipsAmt
Other Expenditures$151,343OtherExpendituresAmt
Administrative Expenses$17,792AdministrativeExpensesAmt
End Year Balance$9,298,882EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$7,506,305BeginningYearBalanceAmt
Contributions$734,209ContributionsAmt
Investment Earnings Or Losses$230,392InvestmentEarningsOrLossesAmt
Grants Or Scholarships$170,044GrantsOrScholarshipsAmt
Other Expenditures$167,152OtherExpendituresAmt
Administrative Expenses$55,879AdministrativeExpensesAmt
End Year Balance$8,077,831EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$7,089,544BeginningYearBalanceAmt
Contributions$520,987ContributionsAmt
Investment Earnings Or Losses$198,942InvestmentEarningsOrLossesAmt
Grants Or Scholarships$201,046GrantsOrScholarshipsAmt
Other Expenditures$99,807OtherExpendituresAmt
Administrative Expenses$2,315AdministrativeExpensesAmt
End Year Balance$7,506,305EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.00000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.39010PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.60990TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$22,124,258OtherCostOrOtherBasisAmt
Book Value$22,124,258BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$564,255,305OtherCostOrOtherBasisAmt
Depreciation$116,661,044DepreciationAmt
Book Value$447,594,261BookValueAmt
FieldValueIRS element (for citing)
Leasehold ImprovementsLeaseholdImprovementsGrp

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$75,200,160OtherCostOrOtherBasisAmt
Depreciation$45,604,253DepreciationAmt
Book Value$29,595,907BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$140,441,174OtherCostOrOtherBasisAmt
Book Value$140,441,174BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$639,755,600TotalBookValueLandBuildingsAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (7 entries)

DescDescAmtAmt
OTHER CURRENT LIABILITIES$4,390,853
SELF-INSURANCE LIABILITIES$6,871,132
INTEREST RATE PROTECTION AGREE$7,791,767
REFUNDABLE FEDERAL STUDENT LOANS$21,686,739
PROFESS LIAB TAIL COVER$105,400
RETIREE BENEFITS$3,149,284
DEFERRED COMPENSATION$207,984
FieldValueIRS element (for citing)
Total Liability$44,203,159TotalLiabilityAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE D, PART V, LINE 4FormAndLineReferenceDesc
ExplanationDESCRIBE THE INTENDED USES OF THE ORGANIZATION'S 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.ExplanationTxt

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (true)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (true)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (true)PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (true)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (true)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (true)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (true)MaintainCpyOfAllSolInd
Discriminate Race Stdnts RghtsfalseDiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss PlcyfalseDiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm FcultyfalseDiscriminateRaceEmplmFcultyInd
Discriminate Race SchsfalseDiscriminateRaceSchsInd
Discriminate Race Educ PlcyfalseDiscriminateRaceEducPlcyInd
Discriminate Race Use Of FcltsfalseDiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt ProgfalseDiscriminateRaceAthltProgInd
Discriminate Race Other ActyfalseDiscriminateRaceOtherActyInd
Government Financial Aid RcvdYes (true)GovernmentFinancialAidRcvdInd
Government Financial Aid RvkdfalseGovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (true)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE E, PART I, LINE 3FormAndLineReferenceDesc
ExplanationMidwestern 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 & Osteopathic Medicine) 2) Student Handbook 3) Course Catalog 4) Web Page. SCHEDULE E, PART I, LINE 6A Midwestern University received Federal Research Awards and participates in Federal loan programs.ExplanationTxt

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
Central America and the Caribbean00InvestmentsN/A$3,446,000
Central America and the Caribbean00Program ServicesMedical Mission Trip$5,000
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$3,451,000SubtotalSpentAmt
Total Spent$3,451,000TotalSpentAmt
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipfalseForeignCorpOwnershipInd
Passive Foreign Investmest CofalsePassiveForeignInvestmestCoInd
Foreign PartnershipYes (true)ForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule F, Part VOrganization's Procedures for Monitoring Use of Grant Funds Outside the US Annually the university participates in a medical mission to Central America.
Schedule F, Part I, Question 3, Column (f)Method used to account for expenditures in the region Expenditures are reported on the financial statements in the year paid. INVESTMENTS ARE REPORTED AT FAIR VALUE AS OF THE FISCAL YEAR END.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Name Of Event1Bright LightsNameOfEvent1Amt
Gross Receipts Event1$288,011GrossReceiptsEvent1Amt
Charitable Contri Event1$202,504CharitableContriEvent1Amt
Gross Revenue Event1$85,507GrossRevenueEvent1Amt
Non Cash Prizes Event1$6,071NonCashPrizesEvent1Amt
Rent Facility Costs Event1$22,352RentFacilityCostsEvent1Amt
Food And Beverage Event1$49,574FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$16,296OtherDirectExpensesEvent1Amt
Name Of Event2MWU Golf OutingNameOfEvent2Amt
Gross Receipts Event2$89,863GrossReceiptsEvent2Amt
Charitable Contri Event2$74,368CharitableContriEvent2Amt
Gross Revenue Event2$15,495GrossRevenueEvent2Amt
Non Cash Prizes Event2$3,543NonCashPrizesEvent2Amt
Rent Facility Costs Event2$12,000RentFacilityCostsEvent2Amt
Food And Beverage Event2$6,225FoodAndBeverageEvent2Amt
Other Direct Expenses Event2$3,081OtherDirectExpensesEvent2Amt
Other Events Total1OtherEventsTotalCnt
Gross Receipts Other Events$77,746GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$57,801CharitableContriOtherEventsAmt
Gross Revenue Other Events$19,945GrossRevenueOtherEventsAmt
Non Cash Prizes Other Events$4,870NonCashPrizesOtherEventsAmt
Rent Fclty Costs Other Events$9,734RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events$8,793FoodAndBeverageOtherEventsAmt
Oth Direct Expnss Other Events$5,454OthDirectExpnssOtherEventsAmt
Gross Receipts Total$455,620GrossReceiptsTotalAmt
Charitable Contributions Tot$334,673CharitableContributionsTotAmt
Gross Revenue Total Events$120,947GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$14,484NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$44,086RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$64,592FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$24,831OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$147,993DirectExpenseSummaryEventsAmt
Net Income Summary-$27,046NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

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

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
Student scholarship, awards, and grants257$1,601,904
Student need-based scholarships100$275,000

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceDESCRIPTION OF ORGANIZATION'S PROCEDURES FOR MONITORING THE USE OF GRANTSFormAndLineReferenceDesc
ExplanationFORM 990, SCHEDULE I, PART I, LINE 2 MIDWESTERN UNIVERSITY AWARDS ITS INSTITUTIONAL SCHOLARSHIPS TO QUALIFIED STUDENYS 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. MIDWESTERN UNIVERSITY AWARDS A PORTION OF THE REMAINING CORPUS FROM THE PREVIOUS SALE OF LOANS AS A RESULT OF THE SCHOOL AS LENDER LOAN PROGRAM (A PROGRAM UNDER THE FEDERAL FAMILY EDUCATION LOAN PROGRAM FFELP) AS STUDENT NEED BASED SCHOLARSHIPS. THE AWARDS ARE FUNDED FROM MIDWESTERN UNIVERSITY FOUNDATION. THESE SCHOLARSHIPS ARE AWARDED TO THE STUDENTS WHO DEMONSTRATE THE MOST SIGNIFICANT FINANCIAL NEED AS DETERMINED BY THEIR FREE APPLICATION FOR FEDERAL STUDENT AID (FAFSA). THE SCHOLARSHIPS ARE THEN CREDITED AGAINST THE STUDENTS' TUITION BILL.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
First Class Or Charter TravelYes (X)FirstClassOrCharterTravelInd
Idemnification Gross Up PmtsYes (X)IdemnificationGrossUpPmtsInd
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (true)SupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (14 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
KATHLEEN H GOEPPINGER PHD
PRESIDENT/CEO/TRUSTEE$558,509$0$298,150$0$288,372$0$25,500$0$21,496$0$1,192,027$0$0$0
ARTHUR G DOBBELAERE PHD
ASSISTANT SECR./COO/EXEC VP$513,407$0$251,553$0$108,156$0$25,500$0$10,403$0$909,019$0$0$0
GREGORY J GAUS
ASSISTANT TREAS./CFO/SENIOR VP$426,964$0$196,244$0$91,227$0$25,500$0$14,543$0$754,478$0$0$0
DEAN P MALONE
VP FINANCE$285,162$0$97,567$0$36,685$0$25,500$0$19,356$0$464,270$0$0$0
KAREN D JOHNSON PHD
VP UNIVERSITY RELATIONS$261,473$0$75,686$0$28,207$0$25,500$0$8,479$0$399,345$0$0$0
MARY LEE PHARM D
VP/CAO PHARMACY/HEALTH$348,178$0$114,268$0$51,810$0$25,500$0$13,868$0$553,624$0$0$0
DENNIS PAULSON PHD
VP/CAO MEDICINE AND DENTAL$355,279$0$112,353$0$55,050$0$25,500$0$19,907$0$568,089$0$0$0
ANGELA MARTY MS
VP HUMAN RESOURCES & ADMIN.$199,072$0$85,809$0$22,714$0$20,055$0$18,658$0$346,308$0$0$0
JOHN R BURDICK PHD
VP CLINIC OP. & DEAN/BASIC SCI$296,406$0$94,559$0$36,708$0$25,500$0$19,389$0$472,562$0$0$0
LORI A KEMPER DO
DEAN MEDICINE$320,064$0$73,672$0$60,739$0$25,500$0$19,636$0$499,611$0$0$0
KAREN J NICHOLS DO
DEAN MEDICINE$336,833$0$84,798$0$45,496$0$25,500$0$13,676$0$506,303$0$0$0
MICHAEL MACNEIL
DEAN DENTAL MEDICINE$331,172$0$73,940$0$27,572$0$25,500$0$13,679$0$471,863$0$0$0
RUSSEL GILPATRICK
DEAN DENTAL MEDICINE$330,431$0$83,862$0$26,641$0$25,500$0$13,696$0$480,130$0$0$0
ROSS J KOSINSKI PHD
DEAN STUDENT SERVICES$237,328$0$59,583$0$56,906$0$22,509$0$18,856$0$395,182$0$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE J, PART I, QUESTION 1AFormAndLineReferenceDesc
ExplanationFIRST CLASS 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. 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. 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 IS A RECIPIENT WHO RECEIVED THE BENEFIT: ROSS J KOSINSKI, PHD DEAN STUDENT SERVIVES $33,198. SCHEDULE J, PART I, QUESTION 4B CONTRIBUTIONS TO A SUPPLEMENTARY NONQUALIFIED RETIREMENT PLAN AND PAYMENTS FROM A SUPPLEMENTARY NONQUALIFIED RETIREMENT PLAN: KATHLEEN GOEPPINGER - $163,678 THE PAYMENT IS INCLUDED IN SCHEDULE J,PART II, COLUMN B(III). SCHEDULE J, PART II, COLUMN (B)(II) LISTED OFFICERS AND DEANS CAN RECEIVE A CERTAIN PERCENTAGE OF [AT-RISK] 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.ExplanationTxt

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
GLENDALE AZ IDA SERIES 2007 BONDS
A521767454378286GD42007-04-18$67,184,077SEE SCHEDULE K PART VIfalsefalsefalse
GLENDALE AZ IDA SERIES 2010 BONDS
B521767454378286HC52010-05-27$159,999,058SEE SCHEDULE K PART VIfalsefalsefalse
GLENDALE AZ IDA SERIES 2013 BONDS
C5217674542013-11-13$106,430,000SEE SCHEDULE K PART VIfalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtSubstantial CompletionSubstantialCompletionYrCurrent RefundingCurrentRefundingIndAdvance RefundingAdvanceRefundingIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$3,015,000$0$68,110,538$5,821,498$0$0$0$0$0$0$62,289,040$02007Yes (true)Yes (true)Yes (true)Yes (true)
B$10,445,000$0$160,138,444$10,541,004$0$0$0$0$169,485$80,618,003$68,809,952$02010Yes (true)falseYes (true)Yes (true)
C$1,870,000$0$106,430,000$0$0$0$0$0$0$30,000,000$76,430,000$02013Yes (true)falseYes (true)Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)

Bond ReferenceBondReferenceCdPrivate Bus Use By OthersPrivateBusUseByOthersPctOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndEngage Bond Counsel ResearchEngageBondCounselResearchIndBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndRemedial Action TakenRemedialActionTakenIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A0
B0falsefalseYes (true)Yes (true)Yes (true)Yes (true)falsefalsefalseYes (true)
C0falsefalseYes (true)Yes (true)Yes (true)Yes (true)falsefalsefalseYes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndTerm Of HedgeTermOfHedgePctSuperintegrated HedgeSuperintegratedHedgeIndHedge TerminatedHedgeTerminatedIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndBusiness Name Line1GICProviderName/BusinessNameLine1Gross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
Royal Bank
AfalsefalsefalseYes (true)falseYes (true)0.3falseYes (true)false0falseYes (true)
0
BfalsefalsefalseYes (true)falsefalsefalse0falseYes (true)
0
CfalseYes (true)falsefalsefalsefalsefalse0falseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)

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

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990, SCHEDULE K, PART I, LINE A, COLUMN (F)FormAndLineReferenceDesc
ExplanationPROCEEDS 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. FORM 990, SCHEDULE K, PART I, LINE B, COLUMN (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. FORM 990, SCHEDULE K, PART I, LINE C, COLUMN (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. FORM 990, SCHEDULE 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. FORM 990, SCHEDULE 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. FORM 990, SCHEDULE K, PART IV, LINE 2C, COLUMN A: MIDWESTERN UNIVERSITY LAST PERFORMED THE REBATE CALCULATION FOR THE 2007 BONDS ON APRIL 29, 2014 FORM 990, SCHEDULE K, PART IV, LINE 2C, COLUMN B: MIDWESTERN UNIVERSITY LAST PERFORMED THE REBATE CALCULATION FOR THE 2010 BONDS ON AUGUST 8, 2014ExplanationTxt

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
GERRIT A VAN HUISSTEDE
SEE SCHEDULE L, PART V$637,168Bank Services Charges/Feesfalse
JANET R BOLTON
SEE SCHEDULE L, PART V$258,488INVESTMENT MANAGEMENT SERVICESfalse

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceBusiness Transaction with Interested PersonsFormAndLineReferenceDesc
ExplanationSCHEDULE L, PART IV INTERESTED PERSON: GERRIT A. VAN HUISSTEDE RELATIONSHIP: MR. GERRIT A. VAN HUISSTEDE IS REGIONAL PRESIDENT OF WELLS FARGO BANK, N.A., AND THE SECRETARY, TREASURER AND CHAIRMAN OF THE FINANCE COMMITTEE FOR THE BOARD OF TRUSTEES OF MIDWESTERN UNIVERSITY. WELLS FARGO BANK PROVIDES CREDIT, BANKING AND INVESTMENT SERVICES TO AND IS THE TRUSTEE OF THE UNIVERSITY'S MEDICAL MALPRACTICE INSURANCE TRUST. TRANSACTION: THE UNIVERSITY PAYS WELLS FARGO BANK, N.A. FOR BANK SERVICE CHARGES, BANK FEES, INVESTMENT FEES AND OTHER RELATED BANK CHARGES. THE AMOUNTS LISTED ON SCHEDULE L, COLUMN (C) THAT ARE REFERRED TO HERE DO NOT INCLUDE PRINCIPAL AMOUNTS, INTEREST OR FEES ON CREDIT TRANSACTIONS. UNDER THE UNIVERSITY'S CONFLICT OF INTEREST POLICY, MR. VAN HUISSTEDE DID NOT PARTICIPATE IN THE NEGOTIATION OR APPROVAL OF THE UNIVERSITY'S FEE AGREEMENTS WITH WELLS FARGO OR ANY OF THE SERVICES PROVIDED BY WELLS FARGO. INTERESTED PERSON: JANET R. BOLTON RELATIONSHIP: JANET R. BOLTON IS AN OFFICER OF MORGAN STANLEY / SMITH BARNEY AND A MEMBER OF THE BOARD OF TRUSTEES OF MIDWESTERN UNIVERSITY. MORGAN STANLEY PROVIDES INVESTMENT MANAGEMENT SERVICES TO MIDWESTERN UNIVERSITY. TRANSACTION: THE UNIVERSITY PAYS MORGAN STANLEY FOR INVESTMENT MANAGEMENT SERVICES. THE AMOUNTS LISTED ON SCHEDULE L, COLUMN (C) THAT ARE REFERRED TO HERE ARE FOR THOSE SERVICES. UNDER THE UNIVERSITY'S CONFLICT OF INTEREST POLICY, MS. BOLTON DID NOT PARTICIPATE IN THE NEGOTIATION OR APPROVAL OF THE UNIVERSITY'S FEE AGREEMENTS WITH MORGAN STANLEY FOR ANY OF THE SERVICES PROVIDED BY MORGAN STANLEY.ExplanationTxt

Schedule M IRS990ScheduleM

FieldValueIRS element (for citing)
Works Of ArtWorksOfArtGrp
Art Historical TreasuresArtHistoricalTreasuresGrp
Art Fractional InterestArtFractionalInterestGrp
Books And PublicationsBooksAndPublicationsGrp
Clothing And Household GoodsClothingAndHouseholdGoodsGrp
Cars And Other VehiclesCarsAndOtherVehiclesGrp
Boats And PlanesBoatsAndPlanesGrp
Intellectual PropertyIntellectualPropertyGrp

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$1,024NoncashContributionsRptF990Amt
Method Of Determining Revenuescost/selling priceMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Securities Closely Held StockSecuritiesCloselyHeldStockGrp
Secur Prtnrshp Trust IntrstsSecurPrtnrshpTrustIntrstsGrp
Securities MiscellaneousSecuritiesMiscellaneousGrp
Qualified Contrib Hist StructQualifiedContribHistStructGrp
Qualified Contrib OtherQualifiedContribOtherGrp
Real Estate ResidentialRealEstateResidentialGrp
Real Estate CommercialRealEstateCommercialGrp
Real Estate OtherRealEstateOtherGrp
CollectiblesCollectiblesGrp
Food InventoryFoodInventoryGrp
Drugs And Medical SuppliesDrugsAndMedicalSuppliesGrp
TaxidermyTaxidermyGrp
Historical ArtifactsHistoricalArtifactsGrp
Scientific SpecimensScientificSpecimensGrp
Archaeological ArtifactsArchaeologicalArtifactsGrp

Other Non Cash Contri Table OtherNonCashContriTableGrp (5 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)RAFFLE ITEMS - FUNDRASING178$84,121Cost / Selling Price
Yes (X)MED EQUIPMENT & INSTRUMENT2$76,500Opinions of Experts
Yes (X)DENTAL CHAIRS,FLOURIDE VA1$3,150Opinions of Experts
Yes (X)DENTAL SUPPLIES1$302Opinions of Experts
Yes (X)OMM TABLE,CABINETS1$156Opinions of Experts
FieldValueIRS element (for citing)
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE M, LINE 30AFormAndLineReferenceDesc
ExplanationGIFT ACCEPTANCE POLICY SCHEDULE M, 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.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (11 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART I, LINE 6NUMBER OF VOLUNTEERS VOLUNTEERS CONSIST PRIMARILY OF ADJUNCT/VOLUNTEER (UNCOMPENSATED) FACULTY PROVIDING TEACHING SERVICES FOR THE UNIVERSITY'S VARIOUS HEALTHCARE EDUCATIONAL SERVICES ( 4,767 ), AS WELL AS UNCOMPENSATED MEMBERS OF THE BOARD OF TRUSTEES (18).
FORM 990, PART III, LINE 4ADESCRIPTION OF PROGRAM SERVICE ACCOMPLISHMENTS DURING THE FISCAL YEAR ENDED 6/30/14, MIDWESTERN UNIVERSITY PROVIDED HEALTH SCIENCES EDUCATION SERVICES TO APPROXIMATELY 5,950 PRE-DOCTORAL STUDENTS AND 130 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.
FORM 990, PART IV, LINE 9, AND SCHEDULE D, PART IVCREDIT COUNSELING, DEBT MANAGEMENT SERVICES THE UNIVERSITY ANSWERED "YES" AT FORM 990, PART IV, LINE 9, ONLY BECAUSE IT PROVIDES CREDIT COUNSELING, DEBT MANAGEMENT SERVICES TO ITS STUDENTS IN CONJUNCTION WITH ITS STUDENT LOAN/FINANCIAL AID PROGRAMS. SCHEDULE D, PART IV REQUESTS NO INFORMATION PERTAINING TO THESE SERVICES.
FORM 990, PART VI, LINE 4SIGNIFICANT CHANGES TO THE GOVERNING DOCUMENTS MIDWESTERN UNIVERSITY AMENDED IT'S BYLAWS TO PROVIDE FOR THE APPOINTMENT OF HONORARY LIFE TRUSTEES, APPOINTMENTS OF VARIOUS VICE PRESIDENTIAL POSITIONS AND OTHER ORGANIZATIONAL CHANGES AT THE PURVIEW OF THE PRESIDENT AND CEO, UPDATING ITS BOARD COMMITTEE STRUCTURE, AND REVISING THE PURPOSE AND RESPONSIBILITIES OF THE EXECUTIVE COMPENSATION COMMITTEE TO REFLECT ITS PAST PRACTICES.
FORM 990, PART VI, LINE 11BDESCRIBE THE PROCESS USED BY THE ORGANIZATION TO REVIEW 990 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, QUESTION 12CONFLICTS 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 REVIEWS AND RESOLVES 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, QUESTION 13WHISTLEBLOWER 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, QUESTION 14DOCUMENT RETENTION AND DESTRUCTION POLICY MIDWESTERN UNIVERSITY HAS A BOARD OF TRUSTEE APPROVED WRITTEN DOCUMENT RETENTION AND DESTRUCTION POLICY.
FORM 990, PART VI, QUESTION 15A & 15BOFFICES & 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 THROUGHTOUT 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.
FORM 990, PART VI, QUESTION 19AVAIL OF GOV DOCS, CONFLICT OF INTEREST POLICY, & FIN STMTS TO GEN 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 XI, LINE 9OTHER CHANGES IN NET ASSETS OR FUND BALANCES $(5,160,448) UNREALIZED LOSS ON INTEREST RATE PROTECTION AGREEMENTS $ (164,229) NONCASH CONTRIBUTIONS ____________ $(5,324,677) TOTAL

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Controlled OrganizationControlledOrganizationInd
MIDWESTERN UNIVERSITY FOUNDATION
555 31st StreetDowners GroveIL60515363955804SUPPORT MWUIL501(C)(3)9MWUYes (true)
Midwestern University Hosp & Med Ctrs
555 31st StreetDowners GroveIL60515362166999InactiveIL501(C)(3)3MWUYes (true)
Midwestern University Properties Corp
363377699Title HoldingIL501(C)(2)N/AMWUYes (true)

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1Osteopathic Management Enterprises IncBusinessNameLine1

US Address USAddress

FieldValueIRS element (for citing)
Address Line1555 31st StreetAddressLine1
CityDowners GroveCity
StateILState
ZIP Code60515ZIPCode
FieldValueIRS element (for citing)
EIN363483456EIN
Primary ActivitiesInactivePrimaryActivitiesTxt
Legal Domicile StateILLegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1MWUBusinessNameLine1
FieldValueIRS element (for citing)
Entity TypeC CORP.EntityTypeTxt
Ownership1.00000OwnershipPct
Controlled OrganizationYes (true)ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (true)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (true)TransferToOtherOrgInd
Transfer From Other OrgYes (true)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (5 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
Midwestern University Properties Corp
Q$213,254CASH
Midwestern University Properties Corp
S$562,342CASH
Midwestern University Foundation
Q$265,651CASH
MIDWESTERN UNIVERSITY FOUNDATION
R$158,203CASH
MIDWESTERN UNIVERSITY FOUNDATION
S$259,610CASH

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