2011-05-16T12:18:38-05:00 2010-06-30 PricewaterhouseCoopers LLP 125 High Street Boston MA 02110 990 2009-07-01 390806261 The Medical College of Wisconsin Inc MEDI 4149558665 8701 Watertown Plank Road Milwaukee WI 532263548 Marjorie Spencer 2011-05-13 6175305000 2009 2016-02-24 21:20:13Z T Michael Bolger JD 8701 Watertown Plank Road Milwaukee WI 532263548 1730351291 false X http://www.mcw.edu X 1918 WI THE COLLEGE'S MISSION IS TO BE A NATIONAL LEADER IN THE EDUCATION AND DEVELOPMENT OF THE NEXT GENERATION OF PHYSICIANS AND SCIENTISTS; (CONTINUED IN SCHEDULE O) 34 20 6012 102 20880 0 149252270 157918543 627884216 675377861 -26234923 4628423 697336 1171372 751598899 839096199 31343786 33335829 0 0 561811133 586262872 49994 44720 2974908 196441245 198676248 789646158 818319669 -38047259 20776530 1169802388 1247019757 362431637 334502069 807370751 912517688 THE COLLEGE'S MISSION IS TO BE A NATIONAL LEADER IN THE EDUCATION AND DEVELOPMENT OF THE NEXT GENERATION OF PHYSICIANS AND SCIENTISTS; (CONTINUED IN SCHEDULE O) false false 66352142 8326884 43703677 EDUCATION - THERE ARE MORE THAN 1,270 STUDENTS ENROLLED IN EDUCATIONAL PROGRAMS AT THE MEDICAL COLLEGE OF WISCONSIN. THIS INCLUDES 820 MEDICAL STUDENTS, AND MORE THAN 450 GRADUATE STUDENTS. COLLEGE FACULTY SUPERVISE APPROXIMATELY 650 PHYSICIANS IN RESIDENCY TRAINING AND 240 PHYSICIANS IN FELLOWSHIP TRAINING THROUGH THE MEDICAL COLLEGE OF WISCONSIN AFFILIATED HOSPITALS. APPROXIMATELY 200 SCIENTISTS ARE ENGAGED IN POSTDOCTORAL RESEARCH FELLOWSHIP TRAINING THROUGH THE OFFICE OF POSTDOCTORAL EDUCATION. THE COLLEGE PROVIDES CONTINUING MEDICAL EDUCATION TO MORE THAN 40,000 HEALTH PROFESSIONAL REGISTRANTS EACH YEAR. 203861641 21195462 14287691 RESEARCH - IN FY2010, FACULTY RECEIVED APPROXIMATELY $148 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 FY2010, THE COLLEGE RECEIVED MORE THAN $108 MILLION IN NIH FUNDING AND RANKED 44RD AMONG THE NATION'S 133 MEDICAL SCHOOLS FOR NIH RESEARCH FUNDING. (CONTINUED IN SCHEDULE O) 465702932 0 616737598 Patient Care - More than 1,250 Medical College of Wisconsin physicians and approximately 450 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) 9952305 3813483 6488995 745869020 true true false true false false false false true true false true true true true true false true true false false true true true true false false false false false false false false false true true false false false false true true false false true 732 0 true 6012 true true true false false false false true true false false false 34 20 true true true false false true false true true false false true true true true true true true true true true WI X PAMELA J STANICK CONTROLLER 4149558665 8701 WATERTOWN PLANK ROAD MILWAUKEE WI 53226 T Michael Bolger JD 40.0 X X 632289 0 112991 Jonathan I Ravdin MD 40.0 X X 606588 0 111392 Linda T Mellowes 0.5 X X 0 0 0 Steven J Smith 0.5 X X 0 0 0 Edward J Zore 0.5 X X 0 0 0 Mary Ellen Stanek 0.5 X X 0 0 0 P Michael Mahoney 0.5 X X 0 0 0 Christopher Abele 0.5 X 0 0 0 Cynthia Bauer MD 0.5 X 0 0 0 Joseph C Besharse PhD 0.5 X 264516 0 44191 Elizabeth Brenner 0.5 X 0 0 0 John Byrnes 0.5 X 0 0 0 Curt S Culver 0.5 X 0 0 0 Susan A Feith 0.5 X 0 0 0 Joseph E Geenen MD 0.5 X 0 0 0 Jon D Hammes 0.5 X 0 0 0 Timothy E Hoeksema 0.5 X 0 0 0 Ted D Kellner 0.5 X 0 0 0 Gale E Klappa 0.5 X 0 0 0 Paul F Knoebel 0.5 X 0 0 0 Dennis J Kuester 0.5 X 0 0 0 Sheldon B Lubar 0.5 X 0 0 0 Jill J Morin 0.5 X 0 0 0 Cory L Nettles 0.5 X 0 0 0 Wayne C Oldenburg 0.5 X 0 0 0 Agustin A Ramirez 0.5 X 0 0 0 Stephen Roell 0.5 X 0 0 0 John S Shiely 0.5 X 0 0 0 Thomas L Spero 0.5 X 0 0 0 Owen J Sullivan 0.5 X 0 0 0 Timothy W Sullivan 0.5 X 0 0 0 Julia A Uihlein 0.5 X 10482 0 0 Sheldon A Wasserman 0.5 X 0 0 0 Gregory M Wesley 0.5 X 0 0 0 Jay B Williams 0.5 X 0 0 0 Carlene Ziegler 0.5 X 0 0 0 Owen Griffith PhD 40.0 X 185950 0 26052 Ravindra P Misra PhD 40.0 X 126151 0 20309 Douglas R Campbell 40.0 X 503860 0 99992 James W Heald 40.0 X 249474 0 29299 Sherri DuCharme-White 40.0 X 201283 0 41348 Marjorie Spencer 39.5 X 276080 0 42392 Tye Minckler 40.0 X 182968 0 37592 Sarah D Cohn JD 40.0 X 275474 0 28799 Daniel Wickeham 40.0 X 167551 0 36392 G Richard Olds MD 40.0 X 720709 0 42213 Ann Nattinger MD 40.0 X 253571 0 46213 Robert M Kliegman MD 6.0 X 708254 0 42093 Dennis J Maiman MD PhD 40.0 X 2177902 0 42782 James S Tweddell MD 6.0 X 1639145 0 42032 Shekar N Kurpad MD PhD 40.0 X 1198914 0 50572 John G Thometz MD 1.0 X 1109586 0 42332 Christopher Wolfla MD 40.0 X 1009762 0 45572 Michael J Dunn MD 40.0 X 315976 0 42171 12816485 0 1026729 1075 true true false NATIONAL MARROW DONOR PROGRAM 3433 BROADWAY STREET NE 400 MINNEAPOLIS MN 55413 RESEARCH SUBCONTRACT 6302610 TUSHAUS COMPUTER SERVICES INC 10400 INNOVATION AVE 100 MILWAUKEE WI 53226 INFORMATION SYSTEMS 4649754 Medical College of WI Affiliated Ho 8701 watertown plank road MILWAUKEE WI 53226 resident services 4522492 THE EMMES CORP 401 N WASHINGTON ST 700 ROCKVILLE MD 20850 RESEARCH SUBCONTRACT 3320513 Affiliated Construction Services I 3330 University Ave Ste 310 MADISON WI 53705 construction 3123823 132 563469 126962375 30392699 393900 157918543 CLINICAL PRACTICE PLAN REVENUE 621110 412718165 412709841 8324 PHYSICIAN CONTRACTS/AFFILIATE SVCS 621110 110193508 110193508 MEDICARE/MEDICAID PAYMENTS 621110 93763706 93763706 MEDICAL INSTRUCTION TUITION AND FEES 611600 39472721 39472721 NON-GOVERNMENTAL GRANTS AND CONTRACTS 541700 15791633 15791633 3438128 3438128 675377861 20817657 9653 20808004 166352 166352 856217 856217 1469777 1163776 306001 306001 306001 873453890 1098 889572773 237801 -16118883 -236703 -16355586 -16355586 261742 563469 255491 6251 6251 0 28154 25251 2903 2903 0 839096199 675369537 20880 5787239 22839840 22839840 8284715 8284715 2211274 2211274 0 6131774 2228199 3210097 693478 0 462019504 432508271 28104459 1406774 27021791 24932102 1991344 98345 66563087 61658440 4662863 241784 24526716 22481516 1955873 89327 303000 303000 667270 503987 163283 573041 573041 134083 134083 44720 44720 2758076 2758076 17001769 13496966 3479283 25520 750723 666388 76427 7908 9055366 6239575 2702593 113198 11251293 3696702 7543954 10637 167780 167780 39096668 34249073 4680448 167147 5915042 5670829 220943 23270 0 4240931 3684129 522841 33961 7631341 6535459 1095882 0 27039550 24114222 2915751 9577 248320 248320 BAD DEBT 22809501 22809501 RESIDENTS & FELLOWS 5979441 5979441 DUES & SUBSCRIPTIONS 5850249 5683407 162344 4498 MEDICAL & RESEARCH SUPPLIES 27607486 27607486 EQUIPMENT & MAINTENANCE 6213398 4862844 1348305 2249 3381920 2622791 756614 2515 818319669 745869020 69475741 2974908 33709 32543 73466722 85494931 27873617 28331823 63559134 58913202 192925 347890 3485013 3618943 449829802 225705321 225131895 224124481 589872551 422889944 85994841 334822977 43979015 44553462 2309396 3213214 53903570 40676347 1169802388 1247019757 125640974 92286516 5902236 8898519 213513926 210591789 1413200 2949210 15961301 19776035 362431637 334502069 X 403523751 468581463 39979000 77440751 363868000 366495474 807370751 912517688 1169802388 1247019757 X false true true X true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true false false false false true 164618 false true 164618 false Schedule C, Part II-B, Line 1g The College attempted to influence legislative and administrative action of both the Wisconsin and Federal governments in areas that relate to the College's mission. The areas of legislative action were: education, health, insurance and budget related issues. In the areas of administrative action, the agencies contacted were: Wisconsin Department of Administration-Division of Facilities, Health and Family Services, Higher Educational Aid Board, and Commissioner of Insurance; the Wisconsin Building Commission; Federal Department of Health and Human Services; Department of Transportation and Department of Commerce. Lobbying expenditures for internal lobbyist's compensation and fringe benefits and external lobbyist's contract fees and expenses totaled $164,618. Schedule C, Part II-B, Line 1i The College pays membership dues to member organizations which may engage in lobbying activities. Therefore, a portion of the dues may be attributable to lobbying activities. 374602162 3254421 49870473 478880 15212323 1606082 410429771 473871184 3871231 -85952887 317882 16007101 862383 374602162 0.14000 0.86000 false false 245582403 105739942 139842461 13773005 9138304 4634701 175811374 110053435 65757939 14663020 773640 13889380 224124481 CLOSELY HELD EQUITY SECURITIES 80164779 F COMMINGLED BOND FUNDS 78093053 F COMMINGLED EQUITY FUNDS 172487508 F GUARANTEED INVST CONTRACTS 4077637 F 334822977 0 US GOVNT SPONSORED LOAN FUND 8622574 INTEREST RATE SWAP AGREEMENT 11153461 19776035 Schedule D, Part V, Line 4 THE COLLEGE'S ENDOWMENT FUNDS HAVE BEEN ESTABLISHED FOR THE FOLLOWING PURPOSES: o PROVIDE FUNDING FOR ACTIVITIES THAT SUPPORT THE MISSIONS OF INSTRUCTION, RESEARCH, PATIENT CARE AND COMMUNITY ENGAGEMENT o PROVIDE A REVENUE SOURCE FOR ENDOWED PURPOSES SUCH AS SCHOLARSHIPS, STUDENT LOANS, PROFESSORSHIPS, AND PROGRAM ENHANCEMENTS o PROVIDE A REVENUE SOURCE FOR CAPITAL REQUIREMENTS o PROVIDE A REVENUE SOURCE FOR INITIATIVES OF THE ADVANCING A HEALTHIER WISCONSIN PROGRAM o 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 - FIN 48 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. ASC TOPIC 740 ALSO PROVIDES GUIDANCE ON DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES ON INCOME TAXES, AND DISCLOSURE REQUIREMENTS. THE COLLEGE DOES NOT HAVE A LIABILITY FOR UNRECOGNIZED TAX BENEFITS AS OF JUNE 30, 2010. true true true See Schedule O true true true true false false false false false false false false true false THE ORGANIZATION 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 NATIONAL SCIENCE FOUNDATION AND THE STATE OF WISCONSIN. MANY STUDENTS OF THE ORGANIZATION ARE ELIGIBLE TO RECEIVE FEDERAL STUDENT FINANCIAL AID, INCLUDING BUT NOT LIMITED TO, THE FEDERAL PERKINS, PRIMARY CARE AND FAMILY EDUCATION LOAN PROGRAMS. true true Central America and the Caribbean Program Services Research/subawards 135683 North America Program Services Research/subawards 594366 Sub-Saharan Africa Program Services Research/subawards 549114 Middle East and North Africa Program Services conferences/meetings 34686 South Asia Program Services conferences/meetings 4997 East Asia and the Pacific Program Services Research/Subawards 70998 Europe (Including Iceland and Greenland) Program Services Research/Subawards 987042 Russia and the Newly Independent States 1 Program Services Research/Subawards 232284 South America Program Services Research/Subawards 30924 Central America and the Caribbean Program Services conferences/meetings 32623 East Asia and the Pacific Program Services conferences/meetings 61599 Europe (Including Iceland and Greenland) Program Services conferences/meetings 167374 North America Program Services conferences/meetings 56781 Russia and the Newly Independent States Program Services conferences/meetings 23140 South America Program Services conferences/meetings 5125 Sub-Saharan Africa Program Services conferences/meetings 21597 North America 1 Program Services Clinical Fellowship 51418 Central America and the Caribbean Investments Europe (Including Iceland and Greenland) Investments 2 3059751 Sub-Saharan Africa Research Subaward 279869 Wire Europe/Iceland/Greenland Research Subaward 23201 Check Europe/Iceland/Greenland Research Subaward 98144 WIRE & CHECK Cent. America/Caribbean Research Subaward 111672 Wire Europe/Iceland/Greenland Research Subaward 10000 Check Europe/Iceland/Greenland Research Subaward 142078 Wire Europe/Iceland/Greenland Research Subaward 118942 Wire Europe/Iceland/Greenland Research Subaward 79147 Wire Europe/Iceland/Greenland Research Subaward 292918 WIRE & CHECK North America Research Subaward 338850 Check East Asia/Pacific Research Subaward 21560 Check North America Research Subaward 237918 Check Europe/Iceland/Greenland Research Subaward 141795 Check Sub-Saharan Africa Research Subaward 269244 Wire Cent. America/Caribbean Research Subaward 24012 Wire South America Research Subaward 21924 Wire 16 0 Schedule F, Part I, Line 2 The College 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. To monitor the use of grant funds under the subawards, the College enters into signed subaward agreements which contain the terms and conditions of the subaward relationship. The subaward agreements require that for reimbursement of expenses the subrecipient provide a certified invoice to the College. Before approval of an invoice for payment, the College verifies that the invoice and supporting documentation submitted by the subrecipient match the submitted and 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. Foreign subrecipients are required to submit a statement of accountability which provides assurance that financial practices are in place to ensure that subaward funds are used in accordance with their country's accounting policies, rules, and regulations. X X X X X X X true IDC Ltd telemarket services false 138342 44720 93622 138342 44720 93622 WI PRO-AM GOLF 286349 141349 145000 6000 2344 65814 7685 2821 HLTH CR DINNER 317668 259668 58000 6523 38164 71948 2373 6 221194 162452 58742 1192 21483 16772 12372 825211 563469 261742 6000 3536 93820 62621 71948 17566 255491 6251 8701 Watertown Plank Road Milwaukee WI 53226 true AGING AND DIS RESOURCE CNT OF CENTRAL WI 1000 LAKEVIEW DRIVE WAUSAU WI 54403 396005716 501 (c)(3) 44754 Advance Healthier WI AGING AND DIS RESOURCE CNT OF CENTRAL S WI 225 BEAUMONT RD PRAIRIE DU CHIEN WI 53821 396005682 115 5625 Research Subaward AIDS RESOURCE CENTER OF WISCONSIN INC PO BOX 510498 MILWAUKEE WI 53203 391534049 501 (c)(3) 89551 Research Subaward AIDS RESOURCE CENTER OF WISCONSIN INC PO BOX 510498 MILWAUKEE WI 53203 391534049 501 (c)(3) 91493 Advance Healthier WI ALZHEIMERS ASSN SOUTH CENTRAL WI 517 N SEGOE RD MADISON WI 53705 391679333 501 (c)(3) 24482 Advance Healthier WI AMERICAN CANCER SOCI MIDWEST DIVISION WI N19W24350 RIVERWOOD DR WAUKESHA WI 53188 131788491 501 (c)(3) 6503 Advance Healthier WI AMERICAN COLLEGE OF RADIOLOGY 1891 PRESTON WHITE DRIVE RESTON VA 20191 362261602 501 (c)(3) 90643 Research Subaward ARTHRITIS FOUNDATION WISCONSIN CHAPTER 1650 S 108TH STREET WEST ALLIS WI 53214 390860526 501 (c)(3) 7853 Advance Healthier WI AUBURN UNIVERSITY 310 SAMFORD HALL AUBURN UNIVER AL 36849 636000724 115 59030 Research Subaward BD BIOSCIENCES 1 BECKTON DRIVE FRANKLIN LAKES NJ 07417 220760120 512269 Research Subaward BELOIT COLLEGE 700 COLLEGE STREET BELOIT WI 53511 390808497 501 (c)(3) 8465 Advance Healthier WI BLACK HEALTH COALITION OF WISCONSIN INC 3020 W VLIET STREET MILWAUKEE WI 53208 391691744 501 (c)(3) 111845 Advance Healthier WI BLOOD CENTER OF WISCONSIN INC PO BOX 2178 MILWAUKEE WI 53201 390807235 501 (c)(3) 1391161 Research Subaward BLOOD CENTER OF WISCONSIN INC PO BOX 2178 MILWAUKEE WI 53201 390807235 501 (c)(3) 43006 Advance Healthier WI BOARD OF REGENTS OF THE UNIV 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(c)(3) 73401 Research Subaward DRYHOOTCH OF AMERICA INC 5000 W NATI AVE MILWAUKEE WI 53295 262778659 501 (c)(3) 18843 Advance Healthier WI THE EMMES CORPORATION 401 N WASHINGTON ST ROCKVILLE MD 20850 541058268 2595954 Research Subaward EMORY UNIVERSITY 1599 CLIFTON ROAD ATLANTA GA 30322 580566256 501 (c)(3) 15099 Research Subaward FAMILY HOUSE INC 3269 NORTH 11TH STREET MILWAUKEE WI 53206 391574130 501 (c)(3) 8878 Advance Healthier WI FIGHTING BACK INC 1300 N JACKSON ST MILWAUKEE WI 53202 391881826 501 (c)(3) 67103 Advance Healthier WI FONDY FOOD CENTER INC 2242 N 17TH STREET MILWAUKEE WI 53205 311751969 501 (c)(3) 85806 Advance Healthier WI GOOD SAMARITAN OUTREACH SERVICES 407 14TH AVENUE SE PUYALLUP WA 98372 911203564 501 (c)(3) 9544 Research Subaward GREATER NEW BIRTH CHURCH 2207 W CENTER STREET MILWAUKEE WI 53216 391715874 6438 Advance Healthier WI H LEE MOFFITT CANCER CENTER & RESEARCH INSTITUTE 12902 MAGNOLIA DRIVE TAMPA FL 33612 592451713 501 (c)(3) 27833 Research Subaward HLTH CARE FOR THE HOMELESS OF MKE INC 711 W CAPITAL DRIVE MILWAUKEE WI 53206 391353282 501 (c)(3) 10744 Advance Healthier WI HEKTOEN INSTITUTE FOR MEDICAL RESEARCH LLC 2240 WEST OGDEN AVENUE CHICAGO IL 60612 362244897 501 (c)(3) 166506 Research Subaward HENRY FORD HEALTH SYSTEM ONE FORD PLACE - SF DETROIT MI 48202 381357020 501 (c)(3) 424851 Research Subaward HORIZONS INC 2511 W VINE STREET MILWAUKEE WI 53205 237181501 501 (c)(3) 65762 Advance Healthier WI HYACINTH AIDS FOUNDATION INC 317 GEORGE ST NEW BRUNSWICK NJ 08901 222648820 501 (c)(3) 21174 Research Subaward INDIANA HEMOPHILIA AND THROMBOSIS CENTER 8402 HARCOURT ROAD INDIANAPOLIS IN 46260 352047838 501 (c)(3) 22913 Research Subaward INSTITUTE FOR COMMUNITY RESEARCH INC TWO HARTFORD SQUARE WEST HARTFORD CT 06106 060653116 501 (c)(3) 399534 Research Subaward INSTITUTE FOR WISCONSINS HEALTH INC 7057 EAST LANE PITTSVILLE WI 54466 205775040 501 (c)(3) 8202 Advance Healthier WI IOWA STATE UNIVERSITY 1138 PEARSON HALL AMES IA 50011 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(c)(3) 88071 Research Subaward MILWAUKEE AREA HEALTH EDUCATION CENTER 2224 W KILBOURN AVENUE MILWAUKEE WI 53233 391749908 501 (c)(3) 28074 Advance Healthier WI MILWAUKEE AREA TECHNICAL COLLEGE 700 W STATE STREET MILWAUKEE WI 53233 396003459 501 (c)(3) 10447 Advance Healthier WI MILWAUKEE CARES INC 1126 S 70TH STREET MILWAUKEE WI 53214 204483516 501 (c)(3) 24244 Advance Healthier WI MILWAUKEE COUNTY DEPARTMENT ON AGING 235 W GALENA STREET MILWAUKEE WI 53212 396005720 115 20722 Advance Healthier WI MILWAUKEE HEALTH SERVICES INC 2555 N MLK DR MILWAUKEE WI 53212 391664109 501 (c)(3) 43745 Research Subaward MILWAUKEE HEALTH SERVICES INC 2555 N MLK DR MILWAUKEE WI 53212 391664109 501 (c)(3) 86434 Advance Healthier WI MILWAUKEE PUBLIC SCHOOLS 5225 W VLIET STREET MILWAUKEE WI 53208 396003457 115 16124 Advance Healthier WI MILWAUKEE SCHOOL OF ENGINEERING 1025 N BROADWAY ST MILWAUKEE WI 53202 390477970 501 (c)(3) 48906 Research Subaward MOUNT SINAI SCHOOL OF MEDICINE ONE GUSTAVE L LEVY PLACE NEW YORK NY 10029 136171197 501 (c)(3) 164789 Research Subaward NATIONWIDE CHILDRENS HOSPITAL INC 700 CHILDRENS DRIVE COLUMBUS OH 43205 314379441 501 (c)(3) 282920 Research Subaward NATIONAL ANEMIA ACTION COUNCIL INC 555 E WELLS ST MILWAUKEE WI 53202 141877723 501 (c)(3) 5239 Advance Healthier WI NATIONAL MARROW DONOR PROGRAM 3001 BROADWAY ST MINNEAPOLIS MN 55413 840865803 501 (c)(3) 5834635 Research Subaward NEIGHBORHOOD HOUSE OF MILWAUKEE INC 2819 W RICHARDSON PLACE MILWAUKEE WI 53209 390806269 501 (c)(3) 116011 Research Subaward NEIGHBORHOOD HOUSE OF MILWAUKEE INC 2819 W RICHARDSON PLACE MILWAUKEE WI 53209 390806269 501 (c)(3) 40472 Advance Healthier WI NEW CONCEPT SELF DEVELOPMENT CENTER INC 4828 W FONDDULAC AVE MILWAUKEE WI 53216 391220236 501 (c)(3) 35230 Research Subaward NEW CONCEPT SELF DEVELOPMENT CENTER INC 4828 W FONDDULAC AVE MILWAUKEE WI 53216 391220236 501 (c)(3) 6614 Advance Healthier WI NEW YORK UNIVERSITY 726 BROADWAY NEW YORK NY 10003 135562308 501 (c)(3) 25307 Research Subaward NEXT DOOR FOUNDATION INC 2545 NORTH 29TH STREET MILWAUKEE WI 53210 391162969 501 (c)(3) 89805 Research Subaward NORTHEASTERN WI AREA HEALTH EDUC CENTER INC 925 S 15TH STREET MANITOWOC WI 54220 391825838 501 (c)(3) 20485 Advance Healthier WI NORTHSHORE UNIV HEALTHSYSTEM RES INST 1301 CENTRAL STREET EVANSTON IL 60201 364191793 501 (c)(3) 7417 Research Subaward OREGON HEALTH AND SCIENCE UNIVERSITY 2525 SW FIRST AVENUE PORTLAND OR 97201 931176109 115 326017 Research Subaward OUR SPACE INC 525 W LINCOLN AVENUE MILWAUKEE WI 53207 391605904 501 (c)(3) 38244 Advance Healthier WI PEARLS FOR TEEN GIRLS INC 2100 N PALMER STREET MILWAUKEE WI 53212 391997970 501 (c)(3) 63563 Advance Healthier WI PEPIN COUNTY HEALTH DEPARTMENT 740 7TH AVE W PO BOX 39 DURAND WI 54736 396005728 115 14097 Advance Healthier WI REGENTS OF THE UNIVERSITY OF CALIFORNIA ONE SHIELDS AVENUE DAVIS CA 95616 946036494 115 219216 Research Subaward REGENTS OF UNIVERSITY OF COLORADO 1800 GRANT ST DENVER CO 80203 846000555 115 19436 Research Subaward RURAL WISCONSIN HEALTH COOPERATIVE 880 INDEPENDENCE LANE SAUK CITY WI 53583 208903239 501 (c)(3) 8500 Advance Healthier WI SCHOOL DISTRICT OF WAUKESHA 222 MAPLE AVENUE WAUKESHA WI 53186 396005053 115 5570 Advance Healthier WI THE SCRIPPS RESEARCH INSTITUTE 10550 N TORREY PINES RD LA JOLLA CA 92037 330435954 501 (c)(3) 328483 Research Subaward SHEE YEE COMMUNITY OF MILWAUKEE INC 3824 W VLIET STREET MILWAUKEE WI 53208 391633902 501 (c)(3) 22244 Advance Healthier WI SILVER SPRING NEIGHBORHOOD CENTER INC 5460 NORTH 64TH STREET MILWAUKEE WI 53218 390966281 501 (c)(3) 144785 Advance Healthier WI SOUTHWEST FOUNDATION FOR BIOMEDICAL RES PO BOX 760549 SAN ANTONIO TX 78245 741109630 501 (c)(3) 171147 Research Subaward ST MARTIN DE PORRES CATHOLIC CHURCH 128 W BURLEIGH STREET MILWAUKEE WI 53212 391821873 31275 Advance Healthier WI TEXAS A&M RESEARCH FOUNDATION 400 HARVY MTCH PW COLLEGE STATION TX 77845 741238434 501 (c)(3) 23387 Research Subaward TRANSITIONAL LIVING SERVICES INC 1040 S 70TH STREET MILWAUKEE WI 53214 391258650 501 (c)(3) 204603 Advance Healthier WI TRUSTEES OF BOSTON UNIVERSITY 881 COMMONWEALTH AVE BOSTON MA 02215 042103547 501 (c)(3) 461568 Research Subaward TRUSTEES OF COLUMBIA UNIV IN NY 615 WEST 131ST STREET NEW YORK NY 10027 135598093 501 (c)(3) 10366 Research Subaward TRUSTEES OF DARTMOUTH COLLEGE 37 DEWEY FIELD ROAD HANOVER NH 03755 020222111 501 (c)(3) 24952 Research Subaward TRUSTEES OF TUFTS COLLEGE 169 HOLLAND STREET SOMERVILLE MA 02144 042103634 501 (c)(3) 35876 Research Subaward TULANE UNIVERSITY 6823 ST CHARLES AVE NEW ORLEANS LA 70118 720423889 501 (c)(3) 23206 Research Subaward UNITED COMMUNITY CENTER 1028 S 9TH STREET MILWAUKEE WI 53204 391146191 501 (c)(3) 179309 Advance Healthier WI UNIVERSITY OF ALABAMA AT BIRMINGHAM 1530 3RD AVENUE SOUTH BIRMINGHAM AL 35294 636005396 115 121025 Research Subaward UNIVERSITY OF CALIFORNIA LOS ANGELES 10920 WILSHIRE BLVD LOS ANGELES CA 90024 956006143 501 (c)(3) 112359 Research Subaward UNIVERSITY OF CHICAGO 5801 SOUTH ELLIS AVENUE CHICAGO IL 60637 362177139 501 (c)(3) 68383 Research Subaward UNIVER OF GA RESREACH FOUND INC 456 E BROAD ST ATHENS GA 30602 581353149 501 (c)(3) 29297 Research Subaward UNIVER OF GA RESREACH FOUND INC 456 E BROAD ST ATHENS GA 30602 581353149 501 (c)(3) 10484 Advance Healthier WI UNIVERSITY OF IOWA 100 GILMORE HALL IOWA CITY IA 52242 426004813 115 33350 Research Subaward UNIVERSITY OF MINNESOTA 2221 UNIVER AVE MINNEAPOLIS MN 55414 416007513 115 21230 Research Subaward UNIVERSITY OF MISSISSIPPI MEDICAL CENTER 2500 NORTH STATE STREET JACKSON MS 39216 646008520 501 (c)(3) 187093 Research Subaward UNIVERSITY OF NEW MEXICO 1 UNIVER OF N MEX ALBUQUERQUE NM 87131 856000642 115 149937 Research Subaward UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL PO BOX 309 CHAPEL HILL NC 27514 566001393 115 240518 Research Subaward UNIVERSITY OF PITTSBURGH 123 UNIVERSITY PLACE PITTSBURGH PA 15213 250965591 115 247337 Research Subaward UNIVERSITY OF ROCHESTER 1325 MT HOPE AVENUE ROCHESTER NY 14620 160743209 501 (c)(3) 30980 Research Subaward UNIV OF TX HLT SCIENCE CNTER AT HOUSTON 7000 FANNIN HOUSTON TX 77030 741761309 115 18869 Research Subaward UNIV OF TX SW MEDICAL CENTER 5323 HARRY HINES BOULEVARD DALLAS TX 75390 756002868 115 93939 Research Subaward UNIVERSITY OF WASHINGTON 3903 BROOKLYN AVENUE SEATTLE WA 98105 916001537 115 10456 Research Subaward UNIV OF WI HOSPITALS & CLINICS AUTHORITY 635 SCIENCE DRIVE MADISON WI 53711 391835630 115 137478 Research Subaward UNIVERSITY OF WISCONSIN MILWAUKEE PO BOX 340 MILWAUKEE WI 53201 391805963 115 171823 Research Subaward UNIVERSITY OF WISCONSIN MILWAUKEE PO BOX 340 MILWAUKEE WI 53201 391805963 115 339696 Advance Healthier WI UNIVERSITY OF WISCONSIN LACROSSE 1725 STATE ST LA CROSSE WI 54601 391805963 115 26105 Advance Healthier WI US CIVILIAN RES AND DEVELOP FOUND 1530 WILSON BLVD ARLINGTON VA 22209 541773406 501 (c)(3) 127455 Research Subaward VITERBO UNIVERSITY 900 VITERBO DRIVE LA CROSSE WI 54601 390978445 501 (c)(3) 62668 Advance Healthier WI WAYNE STATE UNIVERSITY 5700 CASS AVENUE DETROIT MI 48202 386028429 115 8256 Research Subaward WESTSIDE HEALTHCARE ASSOCIATION INC 3522 W LISBON AVENUE MILWAUKEE WI 53208 391958810 501 (c)(3) 38544 Advance Healthier WI WHEATON FRANCISCAN 9632 W APPLETON AVENUE MILWAUKEE WI 53225 391613624 501 (c)(3) 8084 Advance Healthier WI WILLIAM BEAUMONT HOSPITAL 16500 W 12 MILE RD SOUTHFIELD MI 48076 381459362 501 (c)(3) 15565 Research Subaward WISCONSIN DIVISION OF PUBLIC HEALTH 1 WEST WILSON STREET MADISON WI 53702 391486928 115 114166 Advance Healthier WI WISCONSIN MEDICAL SOCIETY INC PO BOX 1109 MADISON WI 53701 390634758 501 (c)(6) 62974 Advance Healthier WI WORD OF HOPE MINISTRIES INC 2677 N 40TH STREET MILWAUKEE WI 53210 391857844 501 (c)(3) 43495 Advance Healthier WI YALE UNIVERSITY PO BOX 208239 NEW HAVEN CT 06520 060646973 501 (c)(3) 15717 Research Subaward 118 3 Medical Student Scholarship Awards Funded External 127 678560 BOOK SCHOLARSHIPS Medical Student Scholarship Awards Funded Internal 118 1253555 BOOK SCHOLARSHIPS Graduate School Scholarships 196 5802110 BOOK SCHOLARSHIPS Student Awards 72 63000 Research Trainee Stipends 262 487490 Schedule I, Part I, Line 2 Medical and graduate school scholarships are applied directly to students' accounts at the College. The College maintains records to justify both awards and the financial aid eligibility of the recipients. The College is the recipient of Federal and non-federal grant funds in support of its research mission. 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. The College's public and community health 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 awarded funds, the College enters into signed subaward agreements which contain the terms and conditions of the subaward relationship. The subaward agreements require that for reimbursement of expenses the subrecipient provide a certified invoice to the College. Before approval of an invoice for payment, the College 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. The College 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. X X X X true true X X X X true true false false false true false false false T Michael Bolger JD 581381 0 0 0 50908 0 89800 0 23191 0 745280 0 0 0 Jonathan I Ravdin MD 571540 0 0 0 35048 0 88600 0 22792 0 717980 0 0 0 Joseph C Besharse PhD 259581 0 0 0 4935 0 19600 0 24591 0 308707 0 0 0 Owen Griffith PhD 185614 0 0 0 336 0 15145 0 10907 0 212002 0 0 0 Douglas R Campbell 476540 0 0 0 27320 0 77200 0 22792 0 603852 0 0 0 James W Heald 242926 0 0 0 6548 0 19600 0 9699 0 278773 0 0 0 Sherri DuCharme-White 193996 0 0 0 7287 0 15997 0 25351 0 242631 0 0 0 Marjorie Spencer 275540 0 0 0 540 0 19600 0 22792 0 318472 0 0 0 Tye Minckler 182140 0 0 0 828 0 14800 0 22792 0 220560 0 0 0 Sarah D Cohn JD 271426 0 0 0 4048 0 19600 0 9199 0 304273 0 0 0 Daniel Wickeham 167140 0 0 0 411 0 13600 0 22792 0 203943 0 0 0 G Richard Olds MD 531367 0 14261 0 175081 0 19600 0 22613 0 762922 0 0 0 Ann Nattinger MD 231779 0 17730 0 4062 0 19600 0 26613 0 299784 0 0 0 Robert M Kliegman MD 702649 0 0 0 5605 0 19600 0 22493 0 750347 0 0 0 Dennis J Maiman MD PhD 1605477 0 568521 0 3904 0 19600 0 23182 0 2220684 0 0 0 James S Tweddell MD 1081390 0 556041 0 1714 0 19600 0 22432 0 1681177 0 0 0 Shekar N Kurpad MD PhD 769828 0 428325 0 761 0 19600 0 30972 0 1249486 0 0 0 John G Thometz MD 747140 0 340000 0 22446 0 19600 0 22732 0 1151918 0 0 0 Christopher Wolfla MD 597871 0 410883 0 1008 0 19600 0 25972 0 1055334 0 0 0 Michael J Dunn MD 314740 0 0 0 1236 0 19600 0 22571 0 358147 0 0 0 Schedule J, Part I, Line 1 Per College policy, first class travel is not allowed except for medical necessity or other exceptions approved by the Senior Vice President, such as an urgent business need. During calendar year 2009 there was one instance of first class travel by the Dean and one instance by Dr. Tweddell, Chief of Pediatric Cardiothoracic Surgery, for urgent business needs. Neither instance was a taxable event. Payment for companion travel is not allowed unless the attendance is a requirement or expectation of the event organizers (in which case justification must be provided according to the IRS requirements). There were two instances of companion travel, where spousal attendance was an expectation of the events attended by the Dean during calendar year 2009. These were non-taxable events. The College reimburses one Board member and five officers/key employees for memberships at the University Club. Memberships are used for the monthly Board and committee meetings and for other business meetings. Any personal use of the University Club by these individuals is reported to the College and is treated as a taxable event to the individual. The College provides discretionary spending accounts to six officers/key employees 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 4A G. Richard Olds, MD resigned during calendar year 2009 and received a severance payment of $167,320. Schedule J, Part I, Line 4B The College has four deferred compensation executive agreements, which comprise its supplemental nonqualified retirement plan (457(f) plan). Three agreements are currently deferring benefits and one is not. The College contributes 12% of each currently participating executive's salary. The amounts of employer contributions to this plan for currently participating executives in calendar year 2009 were as follows: T. Michael Bolger JD $70,200, Douglas Campbell $57,600, and Jonathan Ravdin MD $69,000. Participant Michael Dunn MD retired from his former position as Dean/Executive Vice President of the College but remains employed as a Professor. His current deferrals under this plan ceased as of 6/30/08. Participants T. Michael Bolger, Jonathan Ravdin and Michael Dunn vest on the earliest of the following conditions: employee's death, employment termination due to disability, involuntary termination by the College not for cause, or the date the employee satisfies the two year non-compete covenant and a minimum of three years of service. Participant Douglas Campbell vests on the earliest of the following conditions: employee's death, employment termination due to disability, the date the employee satisfies the two year non-compete covenant and a minimum of three years of service, or the payout date provided he remains in employ until that date (payout date of current agreement is 6/30/11). Schedule J, Part I, Line 6 Physician incentive payments are based on the profitability of their individual practice groups. SCHEDULE J, PART II Joseph Besharse and Julia Uihlein are not compensated for their role as trustees but for their work at The Medical College of Wisconsin, Inc. Michael Dunn is compensated for his current role as a faculty member, not for his former role as dean and executive vice president. Dr. Robert Kliegman, Dr. James Tweddell and Dr. John Thometz are compensated by the College for their physician and administrator roles both at the College and at Children's Specialty Group, Inc., a related organization. EFFECTIVE JULY 1, 2010, JOHN R. RAYMOND, SR., MD BECAME THE PRESIDENT AND CHIEF EXECUTIVE OFFICER OF THE COLLEGE. HE SUCCEEDED T. MICHAEL BOLGER, JD, WHO RETIRED ON JUNE 30, 2010 AFTER SERVING NEARLY 20 YEARS AS PRESIDENT AND CHIEF EXECUTIVE OFFICER. WHEFA SERIES 2004A 391337855 97710VWS3 2004-11-17 31604503 Constr/cap proj/ref 1993 series false false WHEFA SERIES 2008A 391337855 97710BDG4 2008-07-30 80302421 Constr/cap proj/ref 2004 b1 series false false WHEFA SERIES 2008B 391337855 97710BDK5 2008-09-04 67500000 REFUND WHEFA SERIES 2004B2 false false 32825793 0 0 0 305856 0 18485019 2009 true false true true 80955824 7674967 0 27912793 874539 0 22768525 true false false true 67501101 0 0 0 474412 0 0 true false true true false false false true false 0.01234 0.00000 0.01234 true false true true true false 0.00596 0.00000 0.00596 true false false false true false 0.00987 0.00000 0.00987 true false false false NA 0. false false false false false false false false false false true true GOLDMAN SACHS 25.2 false false false Wisconsin Energy Corporation trustee is pres & ceo 6357145 energy utilities false Johnson Controls Inc trustee is ceo 930739 building services equipment false Marshall Ilsley Corporation trustee is chairman 429093 invest/lease/secur. lend. svcs false Northwestern Mutual Life Ins Compa trustee is ceo 476457 employee benefit services false Robert W Baird Co Incorporated trustee is mng director 156269 investment mgmt/broker svcs false Wisconsin Energy Corporation trustee is Board member 6357145 energy utilities false Marshall Ilsley Corporation 2 trustees are bd members 429093 invest/lease/secur. lend. svcs false Northwestern Mutual Life Ins Compa 2 trustees are bd members 476457 employee benefit services false Robert W Baird Co Incorporated trustee is board member 156269 investment mgmt/broker svcs false X 18685 Sale of comparables X 43 371715 Cost/ Selling price X research equip 1 3500 sale of comparables false true true Schedule M, Part I, Column (B) The Amounts listed in Column (B) represent total number of contributions received, not individual items. Schedule M, Part I, Line 32b The Medical College of Wisconsin, Inc. uses Robert W. Baird & Company Inc. to sell noncash contributions of securities. 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, 4B - CONTINUED FOR THE PAST TWO YEARS, THE COLLEGE HAS RECEIVED MORE NIH SUPPORT THAN AT ANY OTHER TIME IN ITS HISTORY. THE COLLEGE'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 FY2010, COLLEGE FACULTY CONDUCTED MORE THAN 2,000 RESEARCH STUDIES, INCLUDING CLINICAL TRIALS, AND REPORTED 34 NEW DISCOVERIES AND INVENTIONS TO THE COLLEGE'S OFFICE OF TECHNOLOGY DEVELOPMENT. THE COLLEGE CURRENTLY HAS 220 PENDING AND ISSUED PATENTS IN THE U.S. AND FOREIGN COUNTRIES. FORM 990, PART III, 4C - CONTINUED EACH YEAR, MEDICAL COLLEGE OF WISCONSIN PROVIDERS, PHYSICIAN ASSISTANTS, NURSE PRACTITIONERS AND PSYCHOLOGISTS CARE FOR MORE THAN 400,000 PATIENTS, REPRESENTING NEARLY 1.6 MILLION PATIENT VISITS. THE COLLEGE HAS A POLICY OF PROVIDING HEALTH CARE SERVICES WITHOUT CHARGE, OR AT AMOUNTS LESS THAN THE USUAL RATES, TO PATIENTS WHO ARE UNABLE TO PAY AND WHO MEET ELIGIBILITY CRITERIA ESTABLISHED IN THE COLLEGE'S COMMUNITY CARE POLICY. IN FY2010, THE COLLEGE PROVIDED APPROXIMATELY $6.7 MILLION IN CARE UNDER THIS POLICY. MEDICAL COLLEGE OF WISCONSIN PROVIDERS PRACTICE AT THREE MAJOR AFFILIATES - FROEDTERT HOSPITAL, CHILDREN'S HOSPITAL OF WISCONSIN, AND THE ZABLOCKI VA MEDICAL CENTER - AND MANY OTHER HOSPITALS AND CLINICS IN THE MILWAUKEE AREA. FORM 990, PART III, 4D PUBLIC AND COMMUNITY HEALTH - THE MEDICAL COLLEGE OF WISCONSIN INVESTS SIGNIFICANTLY IN EXPANDING ITS COMMUNITY MISSION TO BUILD STRATEGIC COMMUNITY-ACADEMIC PARTNERSHIPS THAT HAVE THE GREATEST IMPACT ON WISCONSIN'S MOST CRITICAL HEALTH NEEDS. MORE THAN 150 FACULTY FROM OVER 20 DEPARTMENTS AND CENTERS ARE WORKING WITH MORE THAN 200 DIVERSE COMMUNITY GROUPS TO ADVANCE PUBLIC AND COMMUNITY HEALTH IN THE MILWAUKEE AREA AND THROUGHOUT WISCONSIN. FORM 990, PART VI, LINE 2 MARY ELLEN STANEK, TIMOTHY SULLIVAN AND EDWARD ZORE, TRUSTEES, ARE ON THE BOARD OF THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY (NML). EDWARD ZORE IS CHAIRMAN AND CEO OF NML. CURT CULVER AND GALE KLAPPA, TRUSTEES, ARE ON THE BOARD OF WI ENERGY CORPORATION. GALE KLAPPA IS CHAIRMAN, PRESIDENT AND CEO OF WI ENERGY CORPORATION. ELIZABETH BRENNER, MARY ELLEN STANEK, OWEN SULLIVAN AND STEVEN SMITH, TRUSTEES, ARE ON THE BOARD OF JOURNAL COMMUNICATIONS, INC. STEVEN SMITH IS CHAIRMAN AND CEO AND ELIZABETH BRENNER IS EXECUTIVE VICE PRESIDENT OF JOURNAL COMMUNICATIONS, INC. CURT CULVER AND MARY ELLEN STANEK, TRUSTEES, ARE ON THE BOARD OF WEST BEND MUTUAL INSURANCE COMPANY. TED KELLNER, DENNIS KUESTER, AND JOHN SHIELY, TRUSTEES, ARE ON THE BOARD OF MARSHALL & ILSLEY CORPORATION. GALE KLAPPA AND STEVEN SMITH, TRUSTEES, ARE ON THE BOARD OF BADGER METER, 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 OF ROBERT W. BAIRD & CO., INC. AND PRESIDENT OF BAIRD FUNDS, INC. TED KELLNER, TRUSTEE, IS ON THE BOARD OF MASON WELLS, INC. JOHN BYRNES, TRUSTEE, IS EXECUTIVE MANAGING DIRECTOR OF MASON WELLS, INC. EDWARE ZORE, TRUSTEE, IS ON THE BOARD OF MANPOWER INC. OWEN SULLIVAN, TRUSTEE, IS EXECUTIVE VICE PRESIDENT OF MANPOWER INC. FORM 990, PART VI, LINE 3 THE COLLEGE CONTRACTS WITH AN INDIVIDUAL TO FUNCTION AS THE VICE PRESIDENT OF INFORMATION SERVICES. FORM 990, PART VI, LINE 4 THE COLLEGE BY-LAWS WERE AMENDED IN JUNE 2010 TO INCREASE THE NUMBER OF AUTHORIZED BOARD MEMBERS FROM 34 TO 35. FORM 990, PART VI, LINE 7A ELEVEN TRUSTEES OF THE COLLEGE ARE APPOINTED BY THE GOVERNOR OF THE STATE OF WISCONSIN, WITH THE ADVICE AND CONSENT OF THE SENATE, FOR STAGGERED TERMS OF SIX YEARS. IN ADDITION, TWO TRUSTEES ARE NOMINATED FOR SIX-YEAR TERMS BY THE BOARD OF DIRECTORS OF FROEDTERT MEMORIAL LUTHERAN HOSPITAL (FROEDTERT) FROM AMONG ITS MEMBERS, SUBJECT TO APPROVAL AND ELECTION BY THE BOARD OF TRUSTEES OF THE COLLEGE, PROVIDED THAT NO PERSON WHO IS AN EMPLOYEE OF FROEDTERT IS ELIGIBLE TO BE NOMINATED. FROEDTERT'S RIGHT TO NOMINATE TWO TRUSTEES TO THE COLLEGE'S BOARD OF TRUSTEES IS CONDITIONED UPON THE RIGHT OF THE COLLEGE'S BOARD OF TRUSTEES TO NOMINATE TWO OF ITS MEMBERS TO THE BOARD OF DIRECTORS OF FROEDTERT, PROVIDED THAT NO PERSON WHO IS AN EMPLOYEE OF THE COLLEGE IS ELIGIBLE TO BE NOMINATED. FORM 990, PART VI, LINE 11A THE FORM 990 WAS PREPARED WITH THE ASSISTANCE OF PRICEWATERHOUSECOOPERS, THE COLLEGE'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 THE COLLEGE HAS A CONFLICT OF INTEREST POLICY WHICH REQUIRES BOARD MEMBERS AND EMPLOYEES 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 COMPLETE A REQUEST FOR APPROVAL OF OUTSIDE ACTIVITY FORM TO THE APPROPRIATE APPROVER BEFORE UNDERTAKING THE ACTIVITY. APPROVERS VARY DEPENDING ON THE LEVEL OF THE EMPLOYEE. WRITTEN APPROVAL OR DISAPPROVAL IS THEN PROVIDED. THE COLLEGE'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 THE COLLEGE. 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 THE COLLEGE; 2) DOES NOT RECEIVE DIRECTLY OR INDIRECTLY FEES FROM THE COLLEGE 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 THE COLLEGE 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 THE ANNUAL ASSOCIATION OF AMERICAN MEDICAL COLLEGES SURVEY TO EVALUATE COMPARABILITY TO MARKET COMPENSATION TRENDS. FORM 990, PART VI, LINE 19 THE COLLEGE DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY OR FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC. FORM 990, PART VII, SECTION A JOSEPH BESHARSE AND JULIA UIHLEIN ARE NOT COMPENSATED FOR THEIR ROLE AS TRUSTEES BUT FOR THEIR WORK AT THE COLLEGE. AVG. HOURS PER WEEK DEVOTED BY THE REPORTED INDIVIDUALS TO RELATED ORGANIZATIONS ARE: ROBERT KLIEGMAN, MD - 34 JAMES TWEDDELL, MD - 34 JOHN THOMETZ, MD - 39 MARJORIE SPENCER, MD - .5 SCHEDULE E, LINE 3 THE COLLEGE VALUES DIVERSITY AMONG ITS STUDENT BODY AND ACTIVELY RECRUITS TO PROMOTE DIVERSITY. MORE THAN HALF OF THE COLLEGE'S STUDENT BODY IS NOT FROM THE STATE OF WISCONSIN AND MANY OF THOSE FROM WITHIN WISCONSIN ARE NOT LOCAL. THEREFORE, THE COLLEGE'S COMMITMENT TO RECRUITMENT AND TRAINING OF A MULTICULTURAL STUDENT BODY ALONG WITH ITS NON-DISCRIMINATION POLICY IS PUBLICIZED ON THE COLLEGE'S WEBSITE AND IN ITS BROCHURES AND PUBLICATIONS. SCHEDULE E, LINE 6A THE COLLEGE 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 NATIONAL SCIENCE FOUNDATION AND THE STATE OF WISCONSIN. MANY STUDENTS OF THE COLLEGE ARE ELIGIBLE TO RECEIVE FEDERAL STUDENT FINANCIAL AID, INCLUDING BUT NOT LIMITED TO, THE FEDERAL PERKINS, PRIMARY CARE AND FAMILY EDUCATION LOAN PROGRAMS. SCHEDULE K, PART I THE COLLEGE'S 2004 BONDS 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 THE COLLEGE'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, 2010. THE ISSUE PRICE INCLUDED ON SCHEDULE K, PART 1, LINE 1 FOR SERIES 2004A REPRESENTS ONLY THE PORTION OF THE 2004 BONDS TOTAL ISSUE PRICE OF $121,279,203 REPORTED ON THE TWO FORM 8038'S THAT RELATES TO THE 2004 SERIES A BONDS. IN ADDITION, THE FINAL CUSIP NUMBER ON THE TWO 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 2004A REPRESENTS ONE OF THE TWO LATEST 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 5 A C Series 2004A Series 2008B Issuance Costs 305,856 474,412 Credit Enhancement Fees 332,479 676,689 THERE WERE NO CREDIT ENHANCEMENT FEES RELATED TO THE SERIES 2008A BONDS. Schedule K, Part III, LINE 3C THE COLLEGE UTILIZES INTERNAL COUNSEL TO REVIEW ITS MANAGEMENT CONTRACTS, SERVICE CONTRACTS AND RESEARCH AGREEMENTS RELATING TO FINANCED ASSETS. The MCW Research Foundation Inc 8701 Watertown Plank Rd Milwaukee WI 53226 391454191 Research WI 501(c)(3) 11a-I na Children's Specialty Group Inc 999 North 92nd St STE C740 Milwaukee WI 53226 391990012 Pediatrics WI 501(c)(3) 11a-I na MCW Affiliated Hospitals Inc 8701 Watertown Plank Rd Milwaukee WI 53226 391341366 grad med ed WI 501(c)(3) 11a-I na Blue & Green I Condo Association Inc 8701 Watertown Plank Rd Milwaukee WI 53226 262355106 Building Mgmt WI na C Corp 0 0 0.69000 MCW Prof Liability Insurance Program 8701 Watertown Plank Rd Milwaukee WI 53226 396484662 self Insurance WI na Trust 1076000 17364000 1.00000 false false false false false false false false false false true false false false false true true true MCW Prof Liability Insurance Program p 1331924 MCW Prof Liability Insurance Program q 1395020 Children's Specialty Group Inc k 36261139 Children's Specialty Group Inc p 137541795 Children's Specialty Group Inc r 11140963