2011-05-25T08:02:54-05:00 2010-06-30 PRICEWATERHOUSECOOPERS LLP 1301 K STREET NW 800W WASHINGTON DC 20005 990 2009-07-01 530196584 THE GEORGE WASHINGTON UNIVERSITY GEOR 7037268324 TAX DEPT44983 KNOLL SQ ENTRPRS HL 2ND FL ASHBURN VA 201472692 DEBRA DICKENSON 7037264191 2011-05-25 1 ROBERT W FRIZ 2024141000 2009 2016-02-24 21:20:13Z X STEVEN KNAPP 2121 EYE ST NW 801 WASHINGTON DC 20052 1392367330 0 X WWW.GWU.EDU X 1821 DC EDUCATION AND RESEARCH - SEE THE MISSION STATEMENT ON SCHEDULE O 32 30 13943 6500 13151950 -1072483 74957468 48411949 1009212980 1058527178 -46409224 17535 18992425 22802690 1056753649 1129759352 188590676 219281489 0 497677348 531602631 939133 365017 22603020 420219567 419421257 1107426724 1170670394 -50673075 -40911042 2711493818 2897272540 1193297267 1236666761 1518196551 1660605779 SEE THE MISSION STATEMENT ON SCHEDULE O 0 0 790780788 207561886 778548074 EDUCATION:GW'S MISSION IS TO PREPARE OUR STUDENTS TO BECOME SUCCESSFUL IN FURTHERING STUDIES AND/OR CAREERS; TO MATURE TO BE SELF-SUFFICIENT, CONTRIBUTING CITIZENS; AND SIMILAR TO THE ROLE MODELS AND MENTORS THEY ENCOUNTER, TO SEE THEMSELVES AS THOUGHT LEADERS AND WORLD-CHANGERS. GW HAS DEVELOPED ACADEMIC OFFERINGS THAT COMBINE DISCIPLINES, STAY ABREAST OF ADVANCES IN HUMAN KNOWLEDGE, AND PREPARE OUR STUDENTS FOR PROMISING CAREERS.STUDENTS FROM ALL 50 STATES AND THE DISTRICT OF COLUMBIA AND 134 COUNTRIES ATTEND GW. TOTAL FALL ENROLLMENT for all campuses for academic year end 2010 was 20,504. 162129762 11719603 143098103 RESEARCH AND OTHER SPONSORED PROJECTS:RESEARCH IS AN INTEGRAL PART OF GW'S EDUCATIONAL MISSION. RESEARCH OFFERS FACULTY, RESEARCH STAFF AND STUDENTS EXCITING AND VARIED OPPORTUNITIES TO CREATE, SYNTHESIZE, APPLY, SHARE AND ADVANCE KNOWLEDGE IN SCIENTIFIC, MEDICAL, PUBLIC HEALTH, TRANSPORTATION, AND OTHER ARENAS. 102021097 136881001 AUXILiARY ENTERPRISES AND OTHER:GW PROVIDES A NUMBER OF SERVICES THAT SUPPORT LEARNING, BUILD COMMUNITY AND ENHANCE THE OVERALL QUALITY OF STUDENT LIFE. AUXILIARY ENTERPRISES INCLUDE FACILITIES AND RESIDENTIAL PROPERTY MANAGEMENT, DINING, BOOKSTORE, PARKING, STUDENT HEALTH, MAIL AND LAUNDRY SERVICES. GW'S MARVIN CENTER HOUSES DINING FACILITIES, STUDENT ORGANIZATION OFFICES AND MEETING ROOMS AND IS UTILIZED BY STUDENTS, FACULTY, STAFF, AND VISITORS.FOR MORE INFO ABOUT GW'S PROGRAMS & ACCOMPLISHMENTS, SEE THE 2009-2010 FINANCIAL REPORT ON THE COMPTROLLER'S OFFICE'S WEBSITE AT: HTTP://FINANCEOFFICE.GWU.EDU/annual_reports.html. 1054931647 1 1 0 1 0 0 1 0 1 1 0 1 1 1 1 0 0 1 1 0 1 0 1 1 0 0 0 0 0 0 1 0 1 1 0 0 1 1 1 0 0 1 40118 0 1 13943 1 1 1 1 BR 0 0 0 1 1 0 0 0 32 30 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 1 1 CA MD X DEBRA DICKENSON Comptroller 7037264191 44983 Knoll Square entrprs hl 2nd Ashburn VA 201472692 W RUSSELL RAMSEY 5.00 X 0 0 0 NELSON A CARBONELL JR 5.00 X 0 0 0 LYDIA W THOMAS 5.00 X 0 0 0 PATRICIA D GURNE 4.00 X 0 0 0 I ALLAN FROM 5.00 X 0 0 0 CYNTHIA BAKER 2.00 X 0 0 0 JULIA ZOE BECKERMAN 2.00 X 0 0 0 RICHARD W BLACKBURN 2.00 X 0 0 0 MARIA MATILDE BONETTI 2.00 X 0 0 0 GEORGE A COELHO 3.00 X 0 0 0 HEATHER S FOLEY 2.00 X 0 0 0 GARY GRANOFF 2.00 X 0 0 0 REV MICHELE V HAGANS 3.00 X 0 0 0 MARK V HUGHES 3.00 X 0 0 0 JAMES F HUMPHREYS 2.00 X 0 0 0 MORTON P HYMAN 2.00 X 0 0 0 BOBBIE GREENE KILBERG 2.00 X 0 0 0 GERALD S LAZARUS 2.00 X 0 0 0 RANDY L LEVINE 2.00 X 0 0 0 JEANETTE A MICHAEL 2.00 X 0 0 0 RAYMOND J OGLETHORPE 3.00 X 0 0 0 ROBERT G PERRY 3.00 X 0 0 0 LINDA RABBITT 2.00 X 0 0 0 STEVEN C ROBERTS 2.00 X 0 0 0 STEVEN S ROSS 2.00 X 0 0 0 MARK R SHENKMAN 2.00 X 0 0 0 DAVID BRUCE SMITH 2.00 X 0 0 0 ROBERT K TANENBAUM 3.00 X 0 0 0 CYNTHIA STEELE VANCE 2.00 X 0 0 0 SUNIL WADHWANI 2.00 X 0 0 0 OMAR WOODWARD 2.00 X 0 0 0 STEVEN KNAPP 50.00 X X 905277 0 146807 JOHN F WILLIAMS MD 50.00 X 773705 0 46242 LOUIS H KATZ 50.00 X 740880 0 47665 DONALD R LEHMAN 50.00 X 598987 0 28412 ROBERT A CHERNAK 50.00 X 539131 0 55883 BETH NOLAN 50.00 X 460469 0 49405 LEO CHALUPA 50.00 X 246410 0 31127 LAUREL PRICE JONES 50.00 X 654298 0 27536 JOHN KUDLESS 50.00 X 266374 0 31955 DONALD W LINDSEY 50.00 X 509484 0 41021 RONALD C BONIG 50.00 X 385487 0 10949 DAVID P STEINOUR 50.00 X 253968 0 28905 MARGUERITE E BARRATT 50.00 X 304960 0 24500 FREDERICK F LAWRENCE 50.00 X 459298 0 40389 JAMES L SCOTT MD 50.00 X 442784 0 36628 SHAHRAM SARKANI 50.00 X 749045 0 42921 KARL B HOBBS 50.00 X 535984 0 60930 THOMAS A MAZZUCHI 50.00 X 493396 0 50775 VAL M BERRY 50.00 X 497986 0 8960 JOHN E KVANCZ 50.00 X 395259 0 24500 STEPHEN J TRACHTENBERG 40.00 X 623165 0 37002 MICHAEL G FREEDMAN 40.00 X 271919 0 33002 HELENE D INTERLANDI 40.00 X 165515 0 24340 11273781 0 929854 952 1 1 0 GWU MEDICAL FACULTY ASSOCIATES 2150 PENNSYLVANIA AVE NW WASHINGTON DC 20037 TEACHING & RESEARCH 28364773 DONOHOE CONSTRUCTION CO 2101 WISCONSIN AVE NW WASHINGTON DC 20007 CONSTRUCTION - SVCS & MATERIALS 24654461 CLARK CONSTRUCTION GROUP 7500 OLD GEORGETOWN RD BETHESDA MD 20814 CONSTRUCTION - SVCS & MATERIALS 23735630 WHITING TURNER CONTRACTING COMPANY 300 E JOPPA RD BALTIMORE MD 21286 CONSTRUCTION - SVCS & MATERIALS 14904737 EMBANET KNOWLEDGE GROUP 225 SPARKS AVE TORONTO ONTARIO CA M2H2S5 ONLINE DISTANCE EDUCATION 6576316 269 208851 19031659 29171439 3864881 48411949 STUDENT TUITION & FEES 900099 709757163 709757163 PROG. FUND/INDIRECT RE 900099 153530684 153530684 OTHER PROGRAM SERVICE 721110 103429815 89213473 14216342 AUXILIARY ENTERPRISES 611710 91809516 91809516 1058527178 8892350 8892350 316886 316886 48950149 25358400 23591749 23591749 23591749 228315550 237190365 -8874815 -8874815 -8874815 17660 208851 59213 -41553 -41553 UNRELATED PARTNERSHIP 525900 -1064392 -1064392 -1064392 1129759352 1044310836 13151950 23884617 219281489 219281489 7769855 925100 5269657 1575098 427920698 382068557 34994971 10857170 27697673 24008166 2883122 806385 39159335 33943061 4076196 1140078 29055070 25184749 3024417 845904 2760460 357556 2402904 3325986 395967 2911270 18749 1906 1906 365017 365017 7025560 7025560 73743085 62413540 10222431 1107114 4512164 1702659 2727351 82154 31011093 23708076 5771407 1531610 14037470 11261820 2656602 119048 23217 23217 58530470 54243907 4286563 15112149 13670722 512930 928497 22098000 15561389 4001919 2534692 27742662 26608403 1134259 19487529 19413680 47629 26220 59758386 55402230 4356156 4585964 4402132 183832 RESEARCH SUBCONTRACTS 50178308 50178308 OTHER EXPENSES 25486848 22754205 2688556 44087 INTRDEPARTMENTL ASSMNTS 0 7420808 -8042005 621197 1170670394 1054931647 93135727 22603020 833162 973538 278940300 225493259 54356211 50069705 18709255 31618224 60000 1831115 451750 96533 9289231 11761621 2280906386 587033787 1562201134 1693872599 150717261 203911720 580771810 619792868 30679925 29187236 1041166 598033 21966715 29541987 2711493818 2897272540 139256377 144576530 42940341 42341919 311924393 218812293 226775471 226198026 434280958 568868223 38119727 35869770 1193297267 1236666761 X 1124994723 1251988929 182317714 193243257 210884114 215373593 1518196551 1660605779 2711493818 2897272540 X 0 1 1 X 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 0 0 1906 1906 1906 1906 1156444055 1156444055 1156445961 1156445961 1000000 1000000 250000 250000 0 0 0 0 1000000 1000000 1000000 1000000 4000000 6000000 156350 11260 0 1906 169516 250000 250000 250000 250000 1000000 1500000 0 5710000 X X X X 0 1011192217 14550663 187659517 -7874781 -54920355 -7025560 1143581701 1256432040 21256721 -200350848 -8010461 -50425422 -7709813 1011192217 0.71400 0.15890 0.12710 0 0 907000 139352390 140259390 654858278 1218620110 408489209 1464989179 15962255 6908907 9053348 251206353 171635671 79570682 1693872599 DEFERRED COMPENSATION LIFE INSURANCE - CASH SURRENDER VALUE 3841319 F INVESTMENT FUND FOR 457 LIABILITIES 13969344 F BENEFICiAL INTEREST IN PERPETUAL TRUSTS - (CONT SCH D PART XIV) 20703159 F RECEIVABLE FROM CHARITABLE REMAINDER TRUSTS HELD BY A THIRD PARTY 1479833 F LIFE INCOME FUNDS 10122339 F LIMITED PARTNERSHIPS 55262041 F OTHER SECURITIES 513530288 F BONDS AND NOTES 30000 F OTHER STOCKS 854545 F 619792868 REFUNDABLE ADVANCES 27856897 INSURANCE RESERVES 8012873 35869770 1129759352 1170670394 -40911042 179396795 3923475 183320270 142409228 1126776542 179396795 2016475 181413270 945363272 7025560 177370520 184396080 1129759352 986274314 25417613 25417613 960856701 7025560 202788133 209813693 1170670394 Part III, Line 4: THE UNIVERSITY HOLDS A COLLECTION OF HISTORICAL DOCUMENTS IN THE AMOUNT OF $5,710,000. IN ADDITION, THE UNIVERSITY HOLDS A PERMANENT COLLECTION OF ARTWORK WHICH INCLUDES PAINTINGS, SCULPTURES, GRAPHICS, TEXTILES, CERAMICS, HISTORIC FURNISHINGS, AND PHOTOGRAPHS. WITHIN THE COLLECTION ARE ARTIFACTS THAT ARE OF SIGNIFICANCE TO BOTH THE SCHOOL AND THE DISTRICT OF COLUMBIA. THE COLLECTION FURTHERS THE CURRICULAR OFFERINGS OF THE UNIVERSITY THROUGH BOTH RESEARCH AND STUDY, AND ALSO PROMOTES LIFELONG LEARNING AND RECREATION IN THE VISUAL ARTS THROUGH EXHIBITIONS AND EDUCATIONAL PROGRAMS FOR THE UNIVERSITY AND THE GREATER COMMUNITY. THE COLLECTION IS MANAGED BY THE UNIVERSITY'S LUTHER W. BRADY ART GALLERY, AN EDUCATIONAL GALLERY LOCATED ON CAMPUS. THE UNIVERSITY ALSO MAINTAINS A SECOND GALLERY THROUGH THE SUPPORT OF ITS FINE ARTS AND ART HISTORY STUDENTS. THE DIMOCK GALLERY PROVIDES A "HANDS-ON" EXPERIENCE FOR CURATING AND PRESENTING STUDENTS' CREATIVE ENDEAVORS WHERE STUDENTS CAN ORGANIZE EXHIBITIONS AND LEARN ABOUT EXHIBITION DESIGN WITH THE ADVICE OF FACULTY AND CURATORS. Part V, Line 4: Description of Intended Use of Endowment Funds: THE UNIVERSITY'S ENDOWMENT PROVIDES STABLE FINANCIAL SUPPORT TO A WIDE VARIETY OF PROGRAMS AND ACTIVITIES IN PERPETUITY, PLAYING A CRITICAL ROLE IN ENABLING THE UNIVERSITY TO ACHIEVE ITS MISSION. PROGRAMS SUPPORTED BY THE ENDOWMENT INCLUDE SCHOLARSHIPS, CHAIRS AND PROFESSORSHIPS, FELLOWSHIPS, RESEARCH ACTIVITIES, AND LIBRARIES. Part XI, Line 8 - Other Adjustments: CHANGE IN VALUE OF CHARITABLE TRUSTS: 2012666. ADJUSTMENT FOR SUBSIDIARY ACTIVITY: 3809. POST RETIREMENT RELATED CHARGES FAS 158: 1907000. Part XII, Line 2d - Other Adjustments: CHANGE IN VALUE OF CHARITABLE TRUSTS: 2012666. SUBSIDIARY REVENUE: 3809. Part XII, Line 4b - Other Adjustments: UNIVERSITY FUNDED SCHOLARSHIPS NETTED AGAINST FS REVENUE: XXX-XX-XXXX. RENTAL PROPERTY EXPENSES NETTED AGAINST TAX REVENUE: -25358400. FUNDRAISING EVENTS EXPENSES NETTED AGAINST TAX REVENUE: -59213. Part XIII, Line 2d - Other Adjustments: RENTAL PROPERTY EXPENSES NETTED AGAINST TAX REVENUE: 25358400. FUNDRAISING EVENTS EXPENSES NETTED AGAINST TAX REVENUE: 59213. Part XIII, Line 4b - Other Adjustments: UNIVERSITY FUNDED SCHOLARSHIPS NETTED AGAINST FS REVENUE: XXX-XX-XXXX. 1 1 1 THE POLICY IS PUBLISHED ON THE UNIVERSITY'S WEBSITE AND IS PRINTED IN ALL MAJOR UNDERGRADUATE AND GRADUATE APPLICATION MATERIALS, INCLUDING UNDERGRADUATE AND GRADUATE BULLETINS AND COURSE CATALOGS, STUDENT HANDBOOKS, FINANCIAL AID SOURCEBOOKS, GUIDE TO STUDENT RIGHTS AND RESPONSIBILITIES AND EMPLOYMENT APPLICATION MATERIALS. THE UNIVERSITY CONTINUES IN ITS EFFORTS TO ENSURE ALL SUPPLEMENTARY WRITTEN COMMUNICATIONS ALSO INCLUDE A REFERENCE TO THE POLICY. 1 1 1 1 0 0 0 0 0 0 0 0 1 1 LINE 6A: THE UNIVERSITY RECEIVES FINANICAL ASSISTANCE FROM VARIOUS GOVERNMENTAL AGENCIES, WITHIN THE FEDERAL GOVERNMENT AND WITHIN LOCAL JURISDICTIONS. THE GOVERNMENTAL GRANTS AND CONTRACTS SUPPORT CERTAIN RESEARCH PROJECTS AND STUDENT FINANCIAL AID.LINE 6B:THE UNIVERSITY DETECTED AND SELF REPORTED A THEFT THAT HAD BEEN PERPETRATED BY AN INDIVIDUAL WITH CRIMINAL INTENT IN COLLUSION WITH OTHERS ON A FEDERAL COOPERATIVE AGREEMENT. ACTIVITY ON THAT AGREEMENT WAS PARTIALLY SUSPENDED ON JUNE 29, 2004 DURING THE INVESTIGATION AND THE INDIVIDUAL WAS SUBSEQUENTLY IMPRISONED. ALL ACTIVITY ON THE AGREEMENT WAS FULLY REINSTATED ON OCTOBER 31, 2005. 1 CENTRAL AMERICA AND THE CARIBBEAN PROGRAM STUDY ABROAD; SHORT TERM TRAINING; MEDICAL EDUCATION 0 CENTRAL AMERICA AND THE CARIBBEAN PROGRAM RESEARCH CENTRAL AMERICA AND THE CARIBBEAN INVESTMENTS EAST ASIA AND THE PACIFIC 2 PROGRAM STUDY ABROAD; DEGREE PROGRAMS IN SINGAPORE AND TAIWAN 0 EAST ASIA AND THE PACIFIC PROGRAM RESEARCH EAST ASIA AND THE PACIFIC FUNDRAISING EAST ASIA AND THE PACIFIC INVESTMENTS EUROPE (INCLUDING ICELAND AND GREENLAND) 3 7 PROGRAM STUDY ABROAD; DISTANCE EDUCATION COURSES 0 EUROPE (INCLUDING ICELAND AND GREENLAND) PROGRAM RESEARCH EUROPE (INCLUDING ICELAND AND GREENLAND) FUNDRAISING EUROPE (INCLUDING ICELAND AND GREENLAND) INVESTMENTS MIDDLE EAST AND NORTH AFRICA PROGRAM STUDY ABROAD; MEDICAL EDUCATION 0 MIDDLE EAST AND NORTH AFRICA PROGRAM RESEARCH MIDDLE EAST AND NORTH AFRICA FUNDRAISING NORTH AMERICA 1 PROGRAM STUDY ABROAD; MEDICAL EDUCATION 0 NORTH AMERICA PROGRAM RESEARCH NORTH AMERICA FUNDRAISING RUSSIA AND THE NEWLY INDEPENDENT STATES PROGRAM STUDY ABROAD 0 RUSSIA AND THE NEWLY INDEPENDENT STATES PROGRAM RESEARCH SOUTH AMERICA 1 1 PROGRAM STUDY ABROAD; SHORT TERM TRAINING 0 SOUTH AMERICA PROGRAM RESEARCH SOUTH AMERICA FUNDRAISING SOUTH AMERICA INVESTMENTS SOUTH ASIA PROGRAM STUDY ABROAD 0 SOUTH ASIA PROGRAM RESEARCH SOUTH ASIA FUNDRAISING SUB-SAHARAN AFRICA 2 PROGRAM STUDY ABROAD; MEDICAL EDUCATION 0 SUB-SAHARAN AFRICA PROGRAM RESEARCH SUB-SAHARAN AFRICA FUNDRAISING 0 4 13 0 Schedule F, Part IV Other Information PART I, LINE 3, COLUMN (F): IN ACCORDANCE WITH THE INTERNAL REVENUE SERVICE FREQUENTLY ASKED QUESTIONS ON REPORTING FOREIGN ACTIVITY, THE ORGANIZATION IS NOT REPORTING EXPENDITURES ASSOCIATED WITH ITS FOREIGN ACTIVITIES. X X X X X X X 1 LEGACY LEADERS CONSULTS ON PLANNED GIVING PROGRAM 0 0 130759 -130759 MARTS AND LUNDY INC CONSULTS ON FUNDRAISING STRATEGY DEVELOPMENT 0 0 109971 -109971 GRENZEBACH GLIER AND ASSOCIATES INC CONSULTS ON FUNDRAISING STRATEGY DEVELOPMENT 0 0 91413 -91413 WEALTHENGINE DOT COM Consults on PrOSPECT RESEARCH AND RATING 0 0 32874 -32874 365017 -365017 MD FUNDRAISING EVENT 1 224291 207731 16560 672 41462 10757 FUNDRAISING EVENT 2 2220 1120 1100 6322 226511 208851 17660 672 6322 41462 10757 59213 -41553 1 1 1 X 0 1 1 0 0 496841 496841 0.00040 0 1474904 1474904 0.00130 1971745 1971745 0.00170 1971745 1971745 0.00170 1 1147879 0 17633583 17252107 381476 X 1 1 DISTRICT HOSP PARTNERS LP DBA GWU HOSP

900 23RD STREET NW WASHINGTON DC 20037

X X X X X OPER. INDIRECT VIA 20% INT. IN PSHIP Part I, Line 7: The George Washington University Hospital is owned by a limited partnership of which GW is a minority limited partner. GW's status as a limited partner provides it with access to the hospital facilities for its medical school education programs, as described in more detail later in this section. All numbers reported on Schedule H represent only the University's 20% interest in the partnership that owns the hospital and these amounts are a relatively small percentage of the University's overall activity. It is also important to note that the charity care amounts on Schedule H are reported at cost and differ from the amounts reported as uncompensated care in other public reports that take other factors into consideration when calculating uncompensated care. Readers should refer to the hospital's 2010 Caring and Commitment report for detailed information with regards to the hospital's community impact, including uncompensated care, education, community programs, community health initiatives, clinics and support to uninsured patients. Part III, Line 4: THIS FOOTNOTE IS FROM THE CONSOLIDATED FINANCIAL STATEMENTS FOR UNIVERSAL HEALTH SERVICES, INC (UHS). THE GW HOSPITAL IS OWNED AND OPERATED BY A PARTNERSHIP BETWEEN THE UNIVERSITY AND A SUBSIDIARY OF UHS."Collection of receivables from third-party payers and patients is UHS' primary source of cash and is critical to UHS' operating performance. UHS' primary collection risks relate to uninsured patients and the portion of the bill which is the patient's responsibility, primarily co-payments and deductibles. UHS estimateS provisions for doubtful accounts based on general factors such as payer mix, the aging of the receivables and historical collection experience. UHS routinely reviewS accounts receivable balances in conjunction with these factors and other economic conditions which might ultimately affect the collectability of the patient accounts and make adjustments to allowances as warranted. At acute care hospitals, third party liability accounts are pursued until all payments and adjustments are posted to the patient account. For those accounts with a patient balance after third party liability is finalized or accounts for uninsured patients, the patient is sent a series of statements and collection letters. Patients that express an inability to pay are reviewed for potential sources of assistance including UHS' charity care policy. If the patient is deemed unwilling to pay, the account is written-off as bad debt and transferred to an outside collection agency for additional collection effort.Uninsured patients that do not qualify as charity patients are extended an uninsured discount of at least 20% of total charges. During the collection process the hospital establishes a partial reserve in the allowance for doubtful accounts for self-pay balances outstanding for greater than 60 days from the date of discharge. All self-pay accounts at the hospital level are fully reserved if they have been outstanding for greater than 90 days from the date of discharge. Third party liability accounts are fully reserved in the allowance for doubtful accounts when the balance ages past 180 days from the date of discharge. Potential charity accounts are fully reserved when it is determined the patient may be unable to pay.ON A CONSOLIDATED BASIS, UHS MONITORS TOTAL SELF-PAY RECEIVABLES TO ENSURE THAT THE TOTAL ALLOWANCE FOR DOUBTFUL ACCOUNTS PROVIDES ADEQUATE COVERAGE BASED ON HISTORICAL COLLECTION EXPERIENCE." Part III, Line 8: UTILIZED THE RATIO OF TOTAL COSTS TO TOTAL CHARGES FOR THE APPLICABLE REPORTING PERIOD. Part III, Line 9b: If determined to be charity, there are no attempts to collect. PART VI, SUPPLEMENTAL INFORMATION: As part of its educational mission, GW operates the GW Medical Center, an interdisciplinary academic department that provides leading health care and instruction, including undergraduate and graduate medical degree programs. The Medical Center comprises the School of Medicine and Health Sciences, the School of Public Health and Health Services, and the School of Nursing. In the undergraduate medical school curriculum, medical students participate in the core clinical clerkships, a wide variety of clinical electives, and the innovative Practice of Medicine course, which spans all four years and provides students with both early exposure to patients and the means to develop outstanding clinical thinking, interpersonal and technical skills, and professionalism. The graduate medical education program offers a wide variety of medical residency training programs. GW relies extensively on the hospital facilities at the GW Hospital, which is located adjacent to the GW campus, for the education and training of students in both of these undergraduate and graduate medical school programs. The GW Hospital is minutes from Washington, DC's tourist sites and government headquarters and serves a diverse group of patients - from area residents to visiting dignitaries and heads of state. The GW Hospital offers free community health and wellness classes and services and donates generously to several local charitable, educational and nonprofit organizations. The hospital supports the idea of medical homes as a safety net of primary care services and healthcare screenings for our neighbors who lack adequate health insurance and access to healthcare. GW Hospital makes financial contributions to the DC Primary Care Association and Unity Healthcare, recognizing their pivotal role in providing healthcare and prevention services to those who need them the most. In addition, the GW Medical Center works cooperatively with community clinics throughout the city, providing medical residents who assist with primary care services. Such efforts aim to improve the health of the community and reduce the cost of healthcare delivery by allowing regular access to healthcare for low-income residents. GW Hospital provides a variety of community health initiatives and health screenings to area businesses, community events, churches and other large group gatherings. In partnership with the GW Medical Center and GW Cancer Institute, the hospital has organized a variety of educational programs and screenings that emphasize disease prevention and detection, as well as diagnosis and treatment of breast cancer, oral cancer, prostate cancer, colorectal cancer, lung cancer and other serious medical conditions. Free support groups are available through GW Hospital for cancer patients and their families. The hospital also offers more than 20 public health seminars a year on topics such as cardiac arrest, pain management, hypertension and joint replacement.At the annual Foggy Bottom Community Day, the GW medical community offers free screenings and educational programs on topics including smoking cessation, oral cancer screening, breast cancer, stroke and heart disease screening.The GW Hospital is committed to helping uninsured patients qualify for local and state health benefit programs. The hospital offers on-site benefit education and Medicaid enrollment assistance and advises patients who are eligible to receive services without charge or at a reduced charge. 1 FINANCIAL ASSISTANCE IN THE FORM OF UNIVERSITY-AWARDED GRANTS, SCHOLARSHIPS, AND ALLOCATIONS 8700 202788134 FINANCIAL ASSISTANCE IN THE FORM OF STIPENDS, PRIZES, AND AWARDS 3000 16493355 Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, Part I, Line 2: THE FINANCIAL AID OFFICE KEEPS RECORDS ON ITS INTEGRATED SOFTWARE SYSTEM THAT SUBSTANTIATES THE AMOUNT GRANTED TO EACH STUDENT, THE ELIGIBILITY CRITERIA FOR EACH STUDENT, AND THE SELECTION PROCESS USED IN AWARDING ASSISTANCE. Other Information: Part IV: SCHEDULE I, PART I, LINE 2: THE UNIVERSITY'S GRANTS AND OTHER ASSISTANCE ARE INITIALLY CREDITED DIRECTLY TO THE STUDENT'S ACCOUNT IN ITS INTEGRATED SOFTWARE SYSTEM IN ORDER TO PAY FOR TUITION, FEES, ROOM AND BOARD AND/OR TEXTBOOK CHARGES. A CHANGE IN ENROLLMENT STATUS RESULTS IN WEEKLY REPORTS THAT FINANCIAL AID STAFF REVIEW FOR POSSIBLE ADJUSTMENTS. THE BALANCE OF AID IN EXCESS OF THE ABOVE CHARGES CAN BE REFUNDED TO THE STUDENT FOR LIVING EXPENSES. THE SYSTEM CHECKS THAT THE STUDENT IS STILL ENROLLED BEFORE ISSUING THE REFUND CHECK. X X X X 1 1 X X X X X X 1 1 0 0 0 0 0 1 1 0 STEVEN KNAPP 691462 0 97500 0 116315 0 53500 0 94859 0 1053636 0 0 0 JOHN F WILLIAMS MD 721141 0 0 0 52564 0 24500 0 23294 0 821499 0 0 0 LOUIS H KATZ 595000 0 99750 0 46130 0 42665 0 7962 0 791507 0 0 0 DONALD R LEHMAN 480380 0 66700 0 51907 0 24500 0 5464 0 628951 0 0 0 ROBERT A CHERNAK 433810 0 68800 0 36521 0 42381 0 15876 0 597388 0 0 0 BETH NOLAN 377408 0 64750 0 18311 0 40000 0 10788 0 511257 0 0 0 LEO CHALUPA 228247 0 0 0 18163 0 24750 0 6798 0 277958 0 0 0 LAUREL PRICE JONES 225312 0 45900 0 383086 0 23800 0 4608 0 682706 0 0 0 JOHN KUDLESS 248762 0 0 0 17612 0 26948 0 6160 0 299482 0 0 0 DONALD W LINDSEY 423073 0 64500 0 21911 0 24500 0 17955 0 551939 0 0 0 RONALD C BONIG 85912 0 48125 0 251450 0 9318 0 2035 0 396840 0 0 0 DAVID P STEINOUR 248032 0 5000 0 936 0 24500 0 5455 0 283923 0 0 0 MARGUERITE E BARRATT 297480 0 0 0 7480 0 24500 0 1211 0 330671 0 0 0 FREDERICK F LAWRENCE 441694 0 0 0 17604 0 28500 0 13356 0 501154 0 0 0 JAMES L SCOTT MD 406735 0 0 0 36049 0 24500 0 13561 0 480845 0 0 0 SHAHRAM SARKANI 703186 0 0 0 45859 0 24500 0 19946 0 793491 0 0 0 KARL B HOBBS 450480 0 40000 0 45504 0 47509 0 14932 0 598425 0 0 0 THOMAS A MAZZUCHI 481208 0 0 0 12188 0 24500 0 27597 0 545493 0 0 0 VAL M BERRY 82349 0 0 0 415637 0 8604 0 747 0 507337 0 0 0 JOHN E KVANCZ 338868 0 25000 0 31391 0 24500 0 1283 0 421042 0 0 0 STEPHEN J TRACHTENBERG 289830 0 0 0 333335 0 24500 0 21673 0 669338 0 0 0 MICHAEL G FREEDMAN 258810 0 10000 0 3109 0 24500 0 9653 0 306072 0 0 0 HELENE D INTERLANDI 161210 0 0 0 4305 0 16640 0 8568 0 190723 0 0 0 Part I, Line 1a TRAVEL FOR COMPANIONS: THE UNIVERSITY REIMBURSES REASONABLE AND NECESSARY BUSINESS TRAVEL EXPENSES FOR THE SPOUSE OF AN OFFICER. THE UNIVERSITY ALSO REIMBURSES 2 OF THE HIGHEST COMPENSATED EMPLOYEES FOR REASONABLE TRAVEL COSTS FOR THEIR SPOUSES TO ATTEND CERTAIN NATIONAL CONFERENCES, CONVENTIONS, AND MEETINGS RELATED TO UNIVERSITY BUSINESS. TAX INDEMNIFICATION AND GROSS-UP PAYMENTS: THE UNIVERSITY PROVIDED GROSS-UPS FOR LIMITED TYPES OF PAYMENTS TO 7 OFFICERS AND KEY EMPLOYEES. HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE: THE PRESIDENT RESIDES IN ON-CAMPUS HOUSING AS A CONDITION OF HIS EMPLOYMENT FOR THE CONVENIENCE OF THE UNIVERSITY. THE RESIDENCE IS USED FOR UNIVERSITY-RELATED BUSINESS AND ENTERTAINMENT PURPOSES ON A REASONABLE AND CONTINUAL BASIS. CLUB DUES: CLUB DUES ARE PAID ON BEHALF OF 4 OFFICERS AND HIGHEST COMPENSATED EMPLOYEES. THE MEMBERSHIPS ARE USED PREDOMINANTLY FOR UNIVERSITY BUSINESS PURPOSES. THE ABOVE BENEFITS WERE TREATED AS TAXABLE COMPENSATION WHEN APPROPRIATE. Part I, Line 4a LAUREL PRICE JONES, RONALD C. BONIG, AND VAL M. BERRY RECEIVED SEVERANCE PAYMENTS IN THE AMOUNTS OF $365,066, $245,017, AND $415,500, RESPECTIVELY. PART I, LINE 4B: IN RECOGNITION OF THE FACT THAT THE UNIVERSITY'S CONTRIBUTIONS TO QUALIFIED RETIREMENT PLAN ('401(a) PLAN') ARE LIMITED BY AN IRS CAP ON COMPENSATION ($245,000 FOR 2009) AND THE CONTRIBUTION LIMITS FOR DEFINED CONTRIBUTION PLANS ($49,000 IN 2009), THE UNIVERSITY PROVIDES ALL EMPLOYEES WHO PARTICIPATE IN THE 401(a) PLAN AND WHO EARN COMPENSATION IN EXCESS OF THE CAP WITH CONTRIBUTIONS TO A NONQUALIFIED DEFERRED COMPENSATION PLAN ('457(f) RESTORATION PLAN') EQUAL TO THE DIFFERENCE BETWEEN THE BENEFIT THE INDIVIDUAL WOULD HAVE RECEIVED UNDER THE 401(a) PLAN IF NO COMPENSATION OR CONTRIBUTION LIMITS APPLIED AND THE AMOUNT ACTUALLY ACCRUED UNDER THE 401(a) PLAN; LESS ANY EMPLOYER CONTRIBUTION TO THE GEORGE WASHINGTON UNIVERSITY ELIGIBLE DEFERRED COMPENSATION PLAN. THE AMOUNTS REPORTED IN THIS SECTION ARE ALREADY INCLUDED IN THE COMPENSATION REPORTED IN SCHEDULE J, PART II. STEVEN KNAPP - $29,000 JOHN F. WILLIAMS, M.D. - $32,500 LOUIS H. KATZ - $19,000 DONALD R. LEHMAN - $25,500 ROBERT A. CHERNAK - $3,500 BETH NOLAN - $15,500 LEO CHALUPA - $250 LAUREL PRICE JONES - $10,400 JOHN M. KUDLESS - $2,448 DONALD W. LINDSEY - $4,360 RONALD C. BONIG - $133 FREDERICK F. LAWRENCE - $4,000 JAMES L. SCOTT, M.D. - $18,500 SHAHRAM SARKANI - $28,160 KARL B. HOBBS - $23,009 STEPHEN J. TRACHTENBERG - $6,900 Part I, Line 7 GW OFFERED AN ANNUAL INCENTIVE COMPENSATION PLAN FOR CERTAIN SENIOR OFFICIALS. THE ANNUAL AWARD OPPORTUNITY IS CAPPED AT A PERCENTAGE OF THEIR SALARY. THE PLAN INCLUDES PROGRAMMATIC GOALS AND OBJECTIVES FOR THE YEAR THAT ARE SPECIFIC TO THEIR DEPARTMENT, DIVISION, AND UNIVERSITY BUT ARE NON-REVENUE RELATED GOALS. THE PLAN IS APPROVED ANNUALLY BY THE BOARD OF TRUSTEES' COMMITTEE ON GOVERNANCE, COMPENSATION, AND NOMINATIONS (THE 'COMMITTEE'). PRIOR TO THE PAYOUT, THE COMMITTEE REVIEWS AND APPROVES THE DETERMINATION OF THE PERFORMANCE ACHIEVED ON THE GOALS AND OBJECTIVES AND AWARDS THE INCENTIVE PAYMENTS, BASED ON COMPARABLE MARKET DATA. THE UNIVERSITY ALSO ENGAGES ITS INTERNAL AUDITORS TO PERFORM SPECIFIC PROCEDURES TO DETERMINE WHETHER: (1) MANAGEMENT'S REVIEW OF THE COMPENSATION PROCESS FOLLOWED INTERNAL POLICIES AND PROCEDURES; AND (2) CALCULATIONS AND SOURCE DATA USED TO DETERMINE THE INCENTIVE PAYMENTS COMPLY WITH THE PLAN BEFORE THE DATA IS PROVIDED TO THE COMMITTEE FOR CONSIDERATION. Part I, Line 8 ONE PERSON HAD AN INITIAL CONTRACT COVERING HIS BASE SALARY AND ALL BUT $25,000 OF HIS COMPENSATION DURING 2009. THE INCREMENTAL $25,000 AMOUNT WAS A TEMPORARY ADJUSTMENT WHICH WAS IN EFFECT ONLY WHILE HE HELD THE INTERIM POSITION, AFTER WHICH HE RETURNED TO HIS NORMAL SALARY. JULIA ZOE BECKERMAN TRUSTEE 97206 EMPLOYMENT OF FAMILY MEMBER 0 X 16 0 X 176219 FMV - APPR. OR EST. X 72 806358 AVG HIGH/LOW - GIFT DATE X 1 432809 NET PRESENT VALUE X 1 1622000 MARKET VALUE APPRAISAL X FURN & EQUIP 9 355610 FMV - APPR. OR EST. X DONATED MEALS & GIFTS 51 15776 RECEIPTS X GOLD 7 430314 FMV X DONOR CREATED 15 25795 FMV - APPR. OR EST. 7 0 1 1 Method for Determining Number of Contributors: Part I, Column (b): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS. Third Party Use: Part I, Line 32b: SMITH BARNEY RECEIVES AND SELLS DONATED SECURITIES. Non Reporting of Revenue: Part I, Line 33: Schedule M, Line 33: PART I, LINE 1: THERE ARE NO REVENUES REPORTED IN COLUMN (C) BECAUSE THE ORGANIZATION DOES NOT RECORD THESE AS CONTRIBUTIONS EXCEPT FOR CERTAIN COLLECTIONS. Form 990, Part VI, Section A, line 2 BOBBIE GREENE KILBERG AND LYDIA W. THOMAS - BUSINESS RELATIONSHIP Form 990, Part VI, Section B, line 11 FORMS 990 AND 990-T ARE PREPARED IN-HOUSE BY THE UNIVERSITY'S TAX DEPARTMENT. THE PRIMARY SOURCE OF INFORMATION IS THE AUDITED FINANCIAL STATEMENTS AND SUPPORTING DOCUMENTATION. THE FINANCIAL STATEMENTS NOT ONLY SERVE AS A SOURCE OF INFORMATION BUT ALSO RECONCILE WITH THE COMPLETED 990. THE PRIMARY DIFFERENCE BETWEEN THE AUDITED FINANCIAL STATEMENTS AND THE FORM 990 IS THE PRESENTATION FORMAT AND SPECIAL GROUPINGS OF INCOME, EXPENSES, AND BALANCE SHEET ACCOUNTS REQUIRED ON THE FORM 990. SECONDARY INFORMATION USED TO PREPARE THE FORMS COMES FROM THE OFFICES WHERE THERE IS THE MOST KNOWLEDGE OF AN ACTIVITY, INCLUDING THE COMPTROLLER'S OFFICE (FINANCIAL REPORTING, GRANTS AND CONTRACTS ACCOUNTING SERVICES, ACCOUNTS PAYABLE), PAYROLL SERVICES, OFFICE OF THE SENIOR VP AND GENERAL COUNSEL, OFFICE OF COMPLIANCE AND PRIVACY, CHIEF INVESTMENT OFFICE, BUDGET, ATHLETICS, AND INVESTMENT REAL ESTATE, ALONG WITH OTHER OFFICES AND DEPARTMENTS THROUGHOUT THE UNIVERSITY. ONCE PREPARED, THE FORMS ARE REVIEWED INTERNALLY BY THE COMPTROLLER, THE SENIOR ASSOCIATE VICE PRESIDENT FOR FINANCE, THE OFFICE OF THE SENIOR VP AND GENERAL COUNSEL, THE EXECUTIVE VICE PRESIDENT AND TREASURER, THE PRESIDENT, AND EXTERNALLY BY PRICEWATERHOUSECOOPERS, LLP. CERTAIN SECTIONS ARE ALSO REVIEWED BY OUR OUTSIDE LEGAL COUNSEL, MORGAN, LEWIS, AND BOCKIUS. THE ASSISTANT VP FOR UNIVERSITY COMPLIANCE, OFFICE OF THE VP FOR DEVELOPMENT, AND VP FOR EXTERNAL RELATIONS PROVIDE INPUT AND REVIEW SPECIFIC SECTIONS FOR WHICH THEY ARE SUBJECT MATTER EXPERTS. A SPECIAL MEETING OF THE COMMITTEE ON FINANCE AND AUDIT OF THE UNIVERSITY'S BOARD OF TRUSTEES PROVIDES A FULL INSTITUTIONAL REVIEW OF ALL FORMS TO ENSURE COMPLIANCE WITH THE FEDERAL AND STATE TAX AUTHORITIES. PRIOR TO FILING, A FINAL COPY OF THE 990 WAS PROVIDED TO THE FULL BOARD FOR AN OPPORTUNITY TO REVIEW AND COMMENT. Form 990, Part VI, Section B, line 12c CONFLICT OF INTEREST POLICIES ARE MONITORED BY THE UNIVERSITY'S OFFICE OF COMPLIANCE AND PRIVACY, WHICH DISTRIBUTES AN ANNUAL QUESTIONNAIRE. THE QUESTIONNAIRES ARE COLLECTED, AND THE DISCLOSURES ARE SUMMARIZED AND SHARED WITH THE OFFICE OF THE SENIOR VP AND GENERAL COUNSEL AND THE BOARD OF TRUSTEES' COMMITTEE ON FINANCE AND AUDIT. ANY DISCLOSURE WHICH REVEALS A POTENTIAL CONFLICT, OR THE APPEARANCE OF ONE, IS REVIEWED AND, WHEN APPROPRIATE, A PLAN IS IMPLEMENTED TO REMEDY, MANAGE OR MINIMIZE SUCH CONFLICT. COMPLIANCE WITH THESE PLANS IS MONITORED AND ENFORCED THROUGH ONGOING OVERSIGHT, COORDINATED BY THE OFFICE OF COMPLIANCE AND PRIVACY, INCLUDING A THOROUGH REVIEW OF UNIVERSITY PAYMENT REQUESTS THAT MAY CREATE A CONFLICT. Form 990, Part VI, Section B, line 15 THE COMMITTEE ON GOVERNANCE, COMPENSATION AND NOMINATIONS (THE 'COMMITTEE') OF THE UNIVERSITY'S BOARD OF TRUSTEES WAS DELEGATED THE AUTHORITY BY THE BOARD TO SET EXECUTIVE COMPENSATION. THE COMMITTEE, SERVING AS THE COMPENSATION COMMITTEE, ANNUALLY REVIEWS AND DETERMINES THE COMPENSATION FOR THE PRESIDENT, AND REVIEWS AND APPROVES THE COMPENSATION RECOMMENDED BY THE PRESIDENT FOR THE OFFICERS AND KEY EMPLOYEES. IN MAKING ITS ASSESSMENTS, THE COMMITTEE OBTAINS COMPENSATION INFORMATION PREPARED BY AN INDEPENDENT COMPENSATION CONSULTING FIRM THAT INCLUDES MARKET DATA FROM COMPARABLE UNIVERSITIES FOR COMPARABLE POSITIONS. IN DETERMINING THE PRESIDENT'S COMPENSATION, THE COMMITTEE CONSIDERS THE CONSULTANT'S REPORT AND MARKET DATA IN ADDITION TO THE TERMS OF HIS EMPLOYMENT CONTRACT AND MAKES COMPENSATION ADJUSTMENTS, TAKING INTO CONSIDERATION ACCOMPLISHMENTS FOR THE CURRENT FISCAL YEAR AS WELL AS GOALS FOR THE UPCOMING FISCAL YEAR. WHEN REVIEWING THE REASONABLENESS OF THE SENIOR OFFICIALS' COMPENSATION, IN ADDITION TO CONSIDERING THE CONSULTANT'S REPORT AND MARKET DATA, THE COMMITTEE ALSO REVIEWS SENIOR OFFICIALS' PERFORMANCE, TAKING INTO ACCOUNT THE PRESIDENT'S RECOMMENDATIONS AND OTHER INFORMATION AS IT DEEMS APPROPRIATE FROM TIME TO TIME, SUCH AS GOALS AND ACCOMPLISHMENTS, LENGTH OF SERVICE AND PRIOR SALARY HISTORY. IF ANY SENIOR OFFICIAL'S COMPENSATION IS ABOVE MARKET DATA, THE COMMITTEE CONSIDERS ALL RELEVANT FACTORS AND, IF IT APPROVES THE COMPENSATION, EXPLAINS ITS RATIONALE AND INCLUDES ITS EXPLANATION IN THE MINUTES. THE COMMITTEE KEEPS MINUTES OF ALL FINAL ACTIONS AT EACH MEETING. Form 990, Part VI, Section C, line 19 THE GOVERNING DOCUMENTS (CHARTER AND MISSION STATEMENT) ARE AVAILABLE ON THE BOARD OF TRUSTEE'S WEBSITE AT: HTTP://TRUSTEES.GWU.EDU/DOCS.CFM. THE FACULTY AND NON-FACULTY CONFLICT OF INTEREST POLICIES ARE AVAILABLE FROM THE UNIVERSITY'S POLICIES WEBSITE AT: WWW.POLICY.GWU.EDU. THE FINANCIAL STATEMENTS ARE AVAILABLE IN THE ANNUAL REPORT, WHICH IS POSTED ON THE COMPTROLLER'S OFFICE'S WEBSITE AT: HTTP://FINANCEOFFICE.GWU.EDU/ANNUAL_REPORTS.HTML. FORM 990, PART VII ADDITIONAL TRUSTEE INFORMATION: BOARD OF TRUSTEES ALL TRUSTEES SERVE WITHOUT COMPENSATION. NO TRUSTEE DEVOTES FULL TIME TO THIS POSITION. THE AVERAGE NUMBER OF HOURS EACH TRUSTEE DEVOTES TO HIS/HER POSITION ON THE BOARD OF TRUSTEES DEPENDS UPON THE TRUSTEE'S LEADERSHIP ON THE BOARD AND COMMITTEES. THREE BOARD MEETINGS AND ONE RETREAT ARE HELD DURING THE FISCAL YEAR. EACH TRUSTEE SERVES ON AT LEAST ONE COMMITTEE. FORM 990, PART VII, SECTION A, LINE 1A, COLUMN B: DONALD R. LEHMAN DEVOTES AN AVERAGE OF 1 HOUR PER WEEK TO MOUNT VERNON COLLEGE IN HIS CAPACITY AS CHAIR. MOUNT VERNON COLLEGE IS A RELATED ORGANIZATION TO GW. LOUIS H. KATZ AND DONALD R. LEHMAN DEVOTE AN AVERAGE OF .5 HOURS PER WEEK TO THE WASHINGTON RESEARCH LIBRARY CONSORTIUM (WRLC). WRLC IS A RELATED ORGANIZATION TO GW. Schedule G, Part I, Line 2b, Column (v) Explanation of Fundraising Payments FUNDRAISER AGREEMENTS THAT PROVIDE BOTH PAYMENTS FOR SERVICES AND PAYMENTS FOR EXPENSES REQUIRE EXPENSES TO BE DOCUMENTED WITH RECEIPTS. THERE WERE NO AGREEMENTS WITH FUNDRAISERS EXCLUSIVELY FOR EXPENSES. SCHEDULE G, PART II, FUNDRAISING EVENTS: ON THE FORM 990 IT APPEARS THAT FUNDRAISING EVENTS INCURRED A LOSS. A "FUNDRAISING EVENT" IS DEFINED FOR IRS PURPOSES AS AN EVENT THAT HAS AN ATTENDANCE FEE. THE DONOR PAYS TO ATTEND AND RECEIVES SOMETHING OF VALUE IN RETURN (CUSTOMARILY A DINNER). PER FORM 990 INSTRUCTIONS, A DONOR'S PAYMENT TO ATTEND A SPECIAL EVENT IS SEPARATED INTO TWO CATEGORIES: "GROSS INCOME FROM FUNDRAISING EVENTS" AND "CONTRIBUTION," AND EACH IS INCLUDED ON SEPARATE LINES ON FORM 990. ON FORM 990, THE COST OF A FUNDRAISING EVENT (SCHEDULE G, PART II, LINE 8) IS NETTED AGAINST "EVENT REVENUE" (SCHEDULE G, PART II, LINE 3), RATHER THAN AGAINST TOTAL REVENUE FROM THE EVENT. THEREFORE, WHILE IT APPEARS AS A LOSS ON THE FORM 990, THE FUNDRAISING EVENTs ACTUALLY RAISED $226,511 IN GROSS REVENUE. SCHEDULE J-2, PART I, ADDITIONAL INFORMATION: FORMER OFFICERS, DIRECTORS AND TRUSTEES *NOTE: AT ONE TIME, THESE INDIVIDUAL'S POSITIONS WERE DESIGNATED AS OFFICERS OF THE UNIVERSITY AND WERE PREVIOUSLY DISCLOSED ON FORM 990, PART V (2007 AND PRIOR FORM 990). HOWEVER, THE BOARD PASSED A RESOLUTION IN MAY 2005 THAT THESE POSITIONS SHOULD NO LONGER BE DESIGNATED AS OFFICERS. FURTHER, IT HAS BEEN DETERMINED THAT BASED ON THE FACTS AND CIRCUMSTANCES OF THEIR ROLES AND RESPONSIBILITES, NONE OF THESE POSITIONS MEET THE IRS DEFINITION OF INDIVIDUALS REQUIRED TO BE DISCLOSED ON PART VII, SECTION A. ACCORDINGLY, THEY ARE INCLUDED ONLY BECAUSE THEY ARE FORMER OFFICERS. SCHEDULE R, PART V, LINE 2: AMOUNTS REPORTED FOR TRANSACTION TYPES L, M AND R ARE ACTUAL AMOUNTS PAID. THE AMOUNT FOR TRANSACTION TYPE C IS BASED ON A PLEDGE RECEIVED. FORM 990, PARTS I & III, LN 1, DESCRIPTION OF ORGANIZATION'S MISSION: THE GEORGE WASHINGTON UNIVERSITY, AN INDEPENDENT ACADEMIC INSTITUTION CHARTERED BY THE CONGRESS OF THE UNITED STATES IN 1821, DEDICATES ITSELF TO FURTHERING HUMAN WELL-BEING. THE UNIVERSITY VALUES A DYNAMIC, STUDENT-FOCUSED COMMUNITY STIMULATED BY CULTURAL AND INTELLECTUAL DIVERSITY AND BUILT UPON A FOUNDATION OF INTEGRITY, CREATIVITY, AND OPENNESS TO THE EXPLORATION OF NEW IDEAS. THE GEORGE WASHINGTON UNIVERSITY, CENTERED IN THE NATIONAL AND INTERNATIONAL CROSSROADS OF WASHINGTON, D.C., COMMITS ITSELF TO EXCELLENCE IN THE CREATION, DISSEMINATION, AND APPLICATION OF KNOWLEDGE. TO PROMOTE THE PROCESS OF LIFELONG LEARNING FROM BOTH GLOBAL AND INTEGRATIVE PERSPECTIVES, THE UNIVERSITY PROVIDES A STIMULATING INTELLECTUAL ENVIRONMENT FOR ITS DIVERSE STUDENTS AND FACULTY. BY FOSTERING EXCELLENCE IN TEACHING, THE UNIVERSITY OFFERS OUTSTANDING LEARNING EXPERIENCES FOR FULL-TIME and part-time students in undergraduate, graduate, and professional programs in Washington, D.C., the nation, and abroad. As a center for intellectual inquiry and research, the University emphasizes the linkage between basic and applied scholarship, insisting that the practical be grounded in knowledge and theory. The University acts as a catalyst for creativity in the arts, the sciences, and the professions by encouraging interaction among its students, faculty, staff, alumni, and the communities it serves. The George Washington University draws upon the rich array of resources from the National Capital Area to enhance its educational endeavors. In return, the University, through its students, faculty, staff, and alumni, contributes talent and knowledge to improve the quality of life in metropolitan Washington, D.C. FORM 990, PART IX, LINE 14: INFORMATION TECHNOLOGY EXPENSE INCLUDES HARDWARE, SOFTWARE, AND MAINTENANCE COSTS. FORM 990, PART IX, LINE 24E: IN FY08, THE UNIVERSITY ADOPTED THE OPTIONAL METHOD DESCRIBED IN THE IRS FORM INSTRUCTIONS FOR REPORTING INDIRECT EXPENSES RECORDED IN VARIOUS COST CENTERS AS A SEPARATE LINE ITEM (LINE 24E). INDIRECT EXPENSES INCLUDE, BUT ARE NOT LIMITED TO, FACILITIES OVERHEAD, POSTAGE, TELEPHONE, PRINT AND ADVERTISING SERVICES PERFORMED BY INTERNAL DEPARTMENTS. THE RECLASSIFICATION OF INDIRECT EXPENSES TO A SEPARATE LINE PRESERVES THE OBJECT CLASSIFICATION OF EACH INDIVIDUAL EXPENSE SO THAT ONLY COSTS PAID TO THIRD PARTIES FOR GOODS AND SERVICES ARE REPORTED. DYNAMO BRASIL VII LLC C/O CORPORATION TRUST CTR 1209 ORAN WILMINGTON DE 19801 INVESTMENTS DE 0 40480466 N/A BRICK WALK HISTORIC PROPERTIES LLC 44983 KNOLL SQ ENTRPRS HL 2ND FL ASHBURN VA 20147 INVESTMENTS VA 31100 2153100 N/A MOUNT VERNON COLLEGE TAX DEPT 44983 KNOLL SQ ENTRPRS HL ASHBURN VA 20147 530196635 EDUCATION AND SUPPORTING ORGANIZATION OF GW DC 501(c)(3) TYPE I N/A THE GEORGE WASHINGTON ALUMNI ASSOCIATION 1918 F STREET NW WASHINGTON DC 20052 521437464 ALUMNI PROGRAMS & RELATIONS DC 501(c)(3) TYPE III N/A THE WASHINGTON RESEARCH LIBRARY CONSORTIUM 901 COMMERCE DRIVE UPPER MARLBORO MD 20774 521559828 LIBRARY SERVICES DC 501(c)(3) TYPE I N/A 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 1 THE WASHINGTON RESEARCH LIBRARY CONSORTIUM L 869909 THE WASHINGTON RESEARCH LIBRARY CONSORTIUM M 99523 THE GEORGE WASHINGTON ALUMNI ASSOCIATION R 100000 THE GEORGE WASHINGTON ALUMNI ASSOCIATION C 50000