NORTHWESTERN UNIVERSITY: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- NORTHWESTERN UNIVERSITY (EIN 36-2167817)
- Tax period
- 2009-09-01 to 2010-08-31
- Filed
- 2011-07-14
- IRS object ID
- 201141959349300524
- Schema version
- 2009v1.4
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-07-14T10:45:00-05:00 | Timestamp |
| Tax Period End Date | 2010-08-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Deloitte Tax LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 S Wacker Drive | AddressLine1 |
| City | Chicago | City |
| State | IL | State |
| ZIP Code | 60606 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-09-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362167817 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Northwestern University | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | NORT | NameControl |
| Phone | 8474913741 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 633 Clark St | AddressLine1 |
| City | Evanston | City |
| State | IL | State |
| ZIP Code | 60208 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Eugene Sunshine | Name |
| Title | Sr VP for Business and Finance | Title |
| Phone | 8474913741 | Phone |
| Date Signed | 2011-07-14 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3124861000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Eugene Sunshine | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 633 Clark St | AddressLine1 |
| City | Evanston | City |
| State | IL | State |
| ZIP Code | 60208 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 3354539840 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | www.northwestern.edu | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1851 | YearFormation |
| State Legal Domicile | IL | StateLegalDomicile |
| Activity Or Mission Description | Education and research | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 36 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 24 | NbrIndependentVotingMembers |
| Total Nbr Employees | 22161 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | -11277014 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 199295810 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 200683218 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 1347831746 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 1454577011 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -55764935 | InvestmentIncomePriorYear |
| Investment Income Current Year | 353410782 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 82205410 | OtherRevenuePriorYear |
| Other Revenue Current Year | 87667763 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1573568031 | TotalRevenuePriorYear |
| Total Revenue Current Year | 2096338774 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 235491275 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 279867991 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 791263543 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 849525993 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 253403 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 196264 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 28658760 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 878539844 | OtherExpensePriorYear |
| Other Expenses Current Year | 853608939 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1905548065 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1983199187 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -331980034 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 113139587 | RevenuesLessExpensesCY |
| Total Assets BOY | 7920245885 | TotalAssetsBOY |
| Total Assets EOY | 8362828437 | TotalAssetsEOY |
| Total Liabilities BOY | 1590762503 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1578804468 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 6329483382 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 6784023969 | NetAssetsOrFundBalancesEOY |
| Mission Description | University Mission Statement: Northwestern is committed to excellent teaching, innovative research, and the personal and intellectual growth of its students in a diverse academic community. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1161182407 | Expense |
| Grants | 224972358 | Grants |
| Revenue | 899428407 | Revenue |
| Description | Education of students: For the 2010 academic year, 8,496 undergraduates and 8,150 graduates and professional school students enrolled full-time at the University. The exempt purpose of Northwestern University is to provide educational services to its students. This includes superior undergraduate education for a diverse student body in a comprehensive range of academic and professional fields. At the graduate level, Northwestern's role encompasses offerings in the major academic and professional fields, closely related to research, creative activities, and clinical services. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 441906000 | Expense |
| Grants | 54895633 | Grants |
| Revenue | 485302957 | Revenue |
| Description | Research activities: The research program at Northwestern University is a major component of University efforts, assuring institutional leadership in scientific discovery, intellectual inquiry, and creative performance. The character of this research shapes all areas of University endeavor, especially graduate education as well as undergraduate studies. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 109812000 | Expense |
| Revenue | 74842418 | Revenue |
| Description | Auxilliary enterprises serve the educational mission by primarily providing residences and food services, and other various goods and services to support University student, faculty, and staff activities. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 1712900407 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Donor Advised Funds | 1 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 1 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 1 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 1 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 1 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 1 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 1 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 1 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 27305 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 22161 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | NI | NameOfForeignCountry |
| Name Of Foreign Country | QA | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Taxable Distributions | 0 | TaxableDistributions |
| Distribution To Donor | 0 | DistributionToDonor |
| Nbr Voting Governing Body Members | 36 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 24 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 1 | InvestmentInJointVenture |
| Written Policy Or Procedure | 0 | WrittenPolicyOrProcedure |
| States Where Copy Of Return Is Filed | AK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ME | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | SC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Karl Turro Controller | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8474914722 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 619 Clark St | AddressLine1 |
| City | Evanston | City |
| State | IL | State |
| ZIP Code | 60208 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (57 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| Peter J Barris | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| Judith S Block | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| John A Canning Jr | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| Nicholas D Chabraja | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| A Steven Crown | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| Richard H Dean | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| Charles W Douglas | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| D Cameron Findlay | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| Dennis J FitzSimons | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| T Bondurant French | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| Christopher B Galvin | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| J Douglas Gray | |||||||||
| Trustee and Lecturer | 1.00 | X | 8450 | 6650 | 0 | ||||
| Philip L Harris | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| Thomas Z Hayward Jr | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| Jay C Hoag | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| Lester B Knight | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| Timothy K Krauskopf | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| Edward M Liddy | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| Ann Lurie | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| J Landis Martin | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| R Eden Martin | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| Lee M Mitchell | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| William A Osborn | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| JB Pritzker | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| M Jude Reyes | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| Patrick G Ryan | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| Patrick G Ryan Jr | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| Paul L Sagan | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| William E Sagan | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| D Gideon Searle | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| Andrew E Senyei MD | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| Benjamin W Slivka | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| Timothy P Sullivan | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| David B Weinberg | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| Miles D White | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| William Wrigley Jr | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| Morton O Schapiro | |||||||||
| President | 40.00 | 375649 | 0 | 222214 | X | ||||
| Daniel I Linzer | |||||||||
| Provost | 40.00 | 446935 | 0 | 33539 | X | ||||
| Eugene S Sunshine | |||||||||
| Senior VP for Business | 40.00 | 766012 | 0 | 31314 | X | ||||
| William J Banis | |||||||||
| VP Student Affairs | 40.00 | 214089 | 0 | 29081 | X | ||||
| Alan K Cubbage | |||||||||
| VP University Relations | 40.00 | 229160 | 0 | 23892 | X | ||||
| J Larry Jameson | |||||||||
| VP for Medical Affairs a | 30.00 | 732335 | 745762 | 69991 | X | ||||
| Marilyn McCoy | |||||||||
| VP for Administration | 40.00 | 243096 | 0 | 31388 | X | ||||
| Morteza A Rahimi | |||||||||
| VP Information Technolog | 40.00 | 584031 | 0 | 31159 | X | ||||
| Sarah Risley Pearson | |||||||||
| VP for Development | 40.00 | 375454 | 0 | 51023 | X | ||||
| Joseph T Walsh Jr | |||||||||
| VP for Research | 40.00 | 258425 | 0 | 89335 | X | ||||
| William H McLean | |||||||||
| VP and Chief Investment | 40.00 | 1529011 | 0 | 65008 | X | ||||
| Thomas G Cline | |||||||||
| VP and General Counsel | 40.00 | 415836 | 0 | 35934 | X | ||||
| Henry S Bienen | |||||||||
| President Emeritus | 40.00 | 2124520 | 0 | 116255 | X | ||||
| Jeffrey C Miller | |||||||||
| Vice Dean, COO Medical S | 40.00 | 674936 | 0 | 33709 | X | ||||
| Ronald Nayler | |||||||||
| Assoc. VP Facilities Man | 40.00 | 295657 | 0 | 28274 | X | ||||
| Patrick M McCarthy | |||||||||
| Professor, Medical Schoo | 10.00 | 85972 | 1483667 | 50327 | X | ||||
| H Huntington Batjer | |||||||||
| Professor, Medical Schoo | 30.00 | 115747 | 1037100 | 62624 | X | ||||
| Patrick W Fitzgerald II | |||||||||
| Head Coach | 30.00 | 1156060 | 0 | 33901 | X | ||||
| Murad Alam | |||||||||
| Asst. Professor, Medical | 10.00 | 3000 | 1145819 | 36577 | X | ||||
| Thomas A Mustoe | |||||||||
| Professor, Medical Schoo | 30.00 | 178203 | 873289 | 60008 | X | ||||
| Lewis Landsberg | |||||||||
| Former VP Medical Affair | 30.00 | 237631 | 174509 | 47347 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 11050209 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 5466796 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 1182900 | TotalOtherCompensation |
| Number Individuals GT100 K | 1557 | NumberIndividualsGT100K |
| Formers Listed | 1 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation | Address Line1AddressOfContractor/AddressForeign/AddressLine1 | CityAddressOfContractor/AddressForeign/City | CountryAddressOfContractor/AddressForeign/Country | Postal CodeAddressOfContractor/AddressForeign/PostalCode |
|---|---|---|---|---|---|---|---|---|---|
| LBR Consolidated Services | |||||||||
| 440 Bonner Rd | Wauconda | IL | 60084 | Custodial services | 6901403 | ||||
| LS Power Development | |||||||||
| 1700 Broadway | New York | NY | 10019 | Investment management | 3294850 | ||||
| Natural Gas Partners | |||||||||
| 125 E John Carpenter Freeway | Irving | TX | 75062 | Investment management | 2699440 | ||||
| Europa Capital LLP | |||||||||
| Investment management | 1804703 | 132 Sloane St | London | UK | SW1X9AX | ||||
| Denham Capital Management | |||||||||
| 200 Clarendon St | Boston | MA | 60601 | Investment management | 1547329 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 318 | NumberOfContractorsGT100K |
| Fundraising Events | 907988 | FundraisingEvents |
| All Other Contributions | 199775230 | AllOtherContributions |
| Noncash Contributions | 11986031 | NoncashContributions |
| Total Contributions | 200683218 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Tuition and fees | 900099 | 726246495 | 726246495 |
| Research activities | 900099 | 485302957 | 485302957 |
| Educational activities | 900099 | 116216209 | 116216209 |
| Auxilliary enterprises | 900099 | 74842418 | 74842418 |
| Medical departments | 900099 | 28732940 | 28732940 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 23235992 | TotalRevenueColumn |
| Related Or Exempt Function Income | 23235992 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 1454577011 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 126809581 | TotalRevenueColumn |
| Related Or Exempt Function Income | 4944170 | RelatedOrExemptFunctionIncome |
| Exclusion | $121,865,411 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 95633145 | TotalRevenueColumn |
| Exclusion | $95,633,145 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 5269348 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 2439402 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 2829946 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2829946 | TotalRevenueColumn |
| Exclusion | $2,829,946 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 668356014 | Securities |
| Other | 813887184 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 633196178 | Securities |
| Other | 622445819 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 35159836 | Securities |
| Other | 191441365 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 226601201 | TotalRevenueColumn |
| Related Or Exempt Function Income | 52601 | RelatedOrExemptFunctionIncome |
| Exclusion | $226,548,600 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 172781 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 907988 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 119667 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 53114 | TotalRevenueColumn |
| Exclusion | $53,114 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| Alumni affinity card | 900099 | 428572 | $428,572 | |
| Alumni travel study | 561520 | 142910 | 142910 | |
| Investment in partners | 523000 | -11522149 | -11522149 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 102225 | TotalRevenueColumn |
| Unrelated Business Revenue | 102225 | UnrelatedBusinessRevenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | -10848442 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2096338774 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1459573782 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -11277014 | UnrelatedBusinessRevenue |
| Exclusion | $447,358,788 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45348686 | Total |
| Program Services | 45348686 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 196307547 | Total |
| Program Services | 196307547 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 38211758 | Total |
| Program Services | 38211758 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10117187 | Total |
| Program Services | 1443424 | ProgramServices |
| Management And General | 8247286 | ManagementAndGeneral |
| Fundraising | 426477 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 678163317 | Total |
| Program Services | 610339360 | ProgramServices |
| Management And General | 51876083 | ManagementAndGeneral |
| Fundraising | 15947874 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 56341318 | Total |
| Program Services | 50635848 | ProgramServices |
| Management And General | 4402661 | ManagementAndGeneral |
| Fundraising | 1302809 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 56635113 | Total |
| Program Services | 50426218 | ProgramServices |
| Management And General | 4791132 | ManagementAndGeneral |
| Fundraising | 1417763 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 48269058 | Total |
| Program Services | 43402627 | ProgramServices |
| Management And General | 3755211 | ManagementAndGeneral |
| Fundraising | 1111220 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4378527 | Total |
| Management And General | 4378527 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 691320 | Total |
| Management And General | 691320 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 595306 | Total |
| Management And General | 595306 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 196264 | Total |
| Fundraising | 196264 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 88261058 | Total |
| Management And General | 88261058 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 181120120 | Total |
| Program Services | 158561573 | ProgramServices |
| Management And General | 20982083 | ManagementAndGeneral |
| Fundraising | 1576464 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14535082 | Total |
| Program Services | 10225204 | ProgramServices |
| Management And General | 927978 | ManagementAndGeneral |
| Fundraising | 3381900 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 116993277 | Total |
| Program Services | 97131339 | ProgramServices |
| Management And General | 18718375 | ManagementAndGeneral |
| Fundraising | 1143563 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22360462 | Total |
| Program Services | 22310723 | ProgramServices |
| Management And General | 24151 | ManagementAndGeneral |
| Fundraising | 25588 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33268376 | Total |
| Program Services | 33268376 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 118711418 | Total |
| Program Services | 117782752 | ProgramServices |
| Management And General | 597160 | ManagementAndGeneral |
| Fundraising | 331506 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 54924829 | Total |
| Program Services | 54023791 | ProgramServices |
| Management And General | 379406 | ManagementAndGeneral |
| Fundraising | 521632 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20281282 | Total |
| Program Services | 19921854 | ProgramServices |
| Management And General | 275014 | ManagementAndGeneral |
| Fundraising | 84414 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28948372 | Total |
| Management And General | 28948372 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 104963493 | Total |
| Program Services | 101250113 | ProgramServices |
| Management And General | 2705672 | ManagementAndGeneral |
| Fundraising | 1007708 | Fundraising |
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Sundry payments | Description |
| Total | 63576017 | Total |
| Program Services | 62309214 | ProgramServices |
| Management And General | 1083225 | ManagementAndGeneral |
| Fundraising | 183578 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1983199187 | Total |
| Program Services | 1712900407 | ProgramServices |
| Management And General | 241640020 | ManagementAndGeneral |
| Fundraising | 28658760 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 161110520 | BOY |
| EOY | 235882939 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 153886000 | BOY |
| EOY | 85689000 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 284670741 | BOY |
| EOY | 318612841 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 52717905 | BOY |
| EOY | 48636928 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3597191 | BOY |
| EOY | 2772023 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 58356139 | BOY |
| EOY | 62973901 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 2465814024 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 984522309 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1436227439 | BOY |
| EOY | 1481291715 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 521807695 | BOY |
| EOY | 493546481 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5176284925 | BOY |
| EOY | 5611657293 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13081496 | BOY |
| EOY | 167896 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 58505834 | BOY |
| EOY | 21597420 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7920245885 | BOY |
| EOY | 8362828437 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 210922360 | BOY |
| EOY | 207729076 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 303351876 | BOY |
| EOY | 319148544 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 611165655 | BOY |
| EOY | 608412043 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 215000000 | BOY |
| EOY | 200000000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 250322612 | BOY |
| EOY | 243514805 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1590762503 | BOY |
| EOY | 1578804468 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3699050382 | BOY |
| EOY | 4047334969 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1621873000 | BOY |
| EOY | 1698125000 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1008560000 | BOY |
| EOY | 1038564000 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6329483382 | BOY |
| EOY | 6784023969 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7920245885 | BOY |
| EOY | 8362828437 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 785982 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 785982 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 2007784036 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 2008570018 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 1000000 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 250000 | FilingOrganizationsTotals |
Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 1000000 | CurrentYearMinus3 |
| Current Year Minus2 | 1000000 | CurrentYearMinus2 |
| Current Year Minus1 | 1000000 | CurrentYearMinus1 |
| Current Year | 1000000 | CurrentYear |
| Total | 4000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 644715 | CurrentYearMinus3 |
| Current Year Minus2 | 732476 | CurrentYearMinus2 |
| Current Year Minus1 | 745207 | CurrentYearMinus1 |
| Current Year | 785982 | CurrentYear |
| Total | 2908380 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 250000 | CurrentYearMinus3 |
| Current Year Minus2 | 250000 | CurrentYearMinus2 |
| Current Year Minus1 | 250000 | CurrentYearMinus1 |
| Current Year | 250000 | CurrentYear |
| Total | 1000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmount |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number DA Fs Held | 1 | NumberDAFsHeld |
| Donor Advised Contributions | 88059 | DonorAdvisedContributions |
| Grants Paid From Donor Funds | 607500 | GrantsPaidFromDonorFunds |
| Aggregate DAF Value | 12697823 | AggregateDAFValue |
| Disclosed Orgs Legal Control | 1 | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | 1 | DisclosedForCharitablePurposes |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4398200000 | BeginningOfYearBalance |
| Contributions | 61037000 | Contributions |
| Investment Earnings Or Losses | 400914000 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 11750000 | GrantsOrScholarships |
| Other Expenditures | 121461000 | OtherExpenditures |
| End Of Year Balance | 4726940000 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5378142000 | BeginningOfYearBalance |
| Contributions | 49755000 | Contributions |
| Investment Earnings Or Losses | -902883000 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 15536000 | GrantsOrScholarships |
| Other Expenditures | 110979000 | OtherExpenditures |
| Administrative Expenses | 299000 | AdministrativeExpenses |
| End Of Year Balance | 4398200000 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.47000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.20000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.33000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 28359768 | OtherCostOrOtherBasis |
| Book Value | 28359768 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2001584698 | OtherCostOrOtherBasis |
| Depreciation | 719455567 | Depreciation |
| Book Value | 1282129131 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4743374 | OtherCostOrOtherBasis |
| Depreciation | 2378131 | Depreciation |
| Book Value | 2365243 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 431126184 | OtherCostOrOtherBasis |
| Depreciation | 262688611 | Depreciation |
| Book Value | 168437573 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1481291715 | TotalOfBookValueLandBuildings |
Financial Derivatives FinancialDerivatives
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 1413840073 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Equity, fixed income, real assets,etc | Description |
| Book Value | 4197817220 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 5611657293 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Deposits payable,actuarial liability of annuities payable | $72,165,599 |
| Reserves for self-insurance | $16,880,000 |
| Government advances for student loans | $39,143,000 |
| Asset retirement obligations | $115,326,206 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 243514805 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| Part III, Line 1a: | The University does not capitalize collections. As stated in the University notes to the financial statements, the accounting policy for library collections is to expense all purchases. Museum purchases are accounted for similarly. Gifts of art and similar tangible personal property are accounted for as gifts-in-kind. | |
| Part X: | In accordance with the requirements of the FASB ASC Income Taxes Topic, the University makes an assessment of individual tax positions and follows a process for recognition and measurement of uncertain tax positions. Tax positions are evaluated on whether they meet the "more likely than not" standard for sustainability on examination by tax authorities. | Description of Uncertain Tax Positions Under FIN 48: |
| Part X, line 25, Asset Retirement Obligations: The University follows the FASB Interpretation No. 47, "Accounting for Conditional Asset Retirement Obligations-An Interpretation of FASB Statement No. 143"(FIN 47). FIN 47 clarifies the term conditional asset retirement obligation as it is used in SFAS No. 143, " Accounting for Asset Retirement Obligations," and requires a liability to be recorded if the fair value of the obligation to retire an asset can be reasonably estimated. Asset retirement obligations covered by FIN 47 include those for which an entity has a legal obligation to perform an asset retirement activity; however, the timing and/or method of settling the obligation are conditional on a future event that may or may not be within the control of the entity. In accordance with FIN 47, the University records all known asset retirement obligations for which the fair value of the liability can be reasonably estimated, including certain obligations relating to regulatory remediation. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Pub Via Broadcast Media Expln | Policies are included in student, faculty, and staff handbooks Policies are also periodically reprinted in school newspapers | PubViaBroadcastMediaExpln |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 1 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Govt Financial Aid Explanation | The University receives financial support from agencies of the federal government for research purposes and for financial aid to students; additional financial aid support for students is received from agencies of the State of Illinois. | GovtFinancialAidExplanation |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
| Compliance Proc75_50 Explanation | Northwestern University does not discriminate or permit discrimination by any member of its community against any individual on the basis of race, color, religion, national origin, sex, sexual orientation, gender identity, gender expression, parental status, marital status, age, disability, citizenship, or veteran status in matters of admissions, employment, housing, or services or in the educational programs or activities it operates. | ComplianceProc75_50Explanation |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 1 | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (45 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| Middle East and North Africa | 1 | 86 | Maintaining offices, employees or agents | International campus in Doha, Qatar for students in journalism and communications. | 26413368 |
| Central America and the Caribbean | Program services | Study abroad programs | 51002 | ||
| East Asia and the Pacific | Program services | Study abroad programs | 845706 | ||
| Europe | Program Services | Study abroad programs | 1532448 | ||
| East Asia and the Pacific | Fundraising | 78983 | |||
| Central America and the Caribbean | Program Services | Business travel abroad (includes travel to attend seminars and conferences) | 111824 | ||
| East Asia and the Pacific | Program services | Business travel abroad (includes travel to attend seminars and conferences) | 708104 | ||
| Europe | Program services | Business travel abroad (includes travel to attend seminars and conferences) | 1849208 | ||
| Middle East and North Africa | Program services | Business travel abroad (includes travel to attend seminars and conferences) | 318086 | ||
| North America | Program services | Business travel abroad (includes travel to attend seminars and conferences) | 350699 | ||
| Russia and the Newly Independent States | Program services | Business travel abroad (includes travel to attend seminars and conferences) | 14314 | ||
| South America | Program services | Business travel abroad (includes travel to attend seminars and conferences) | 201539 | ||
| South Asia | Program services | Business travel abroad (includes travel to attend seminars and conferences) | 107816 | ||
| Sub-Saharan Africa | Program services | Business travel abroad (includes travel to attend seminars and conferences) | 284913 | ||
| Middle East and North Africa | Program services | Study abroad programs | 1994786 | ||
| Russia and the Newly Independent States | Program services | Study abroad program | 8294 | ||
| South America | Program services | Study abroad programs | 403596 | ||
| South Asia | Program services | Study abroad programs | 207732 | ||
| Sub-Saharan Africa | Program services | Study abroad programs | 765886 | ||
| Central America and the Caribbean | Unrelated trade or business | 722 | |||
| East Asia and the Pacific | Unrelated trade or business | 243 | |||
| Europe | Unrelated trade or business | 3135 | |||
| Middle East and North Africa | Unrelated trade or business | 1472 | |||
| Russia and the Newly Independent States | Unrelated trade or business | 473 | |||
| South America | Unrelated trade or business | 2107 | |||
| Central America and the Caribbean | Investments | ||||
| Europe | Investments | ||||
| North America | Investments | ||||
| Sub-Saharan Africa | Investments | ||||
| East Asia and the Pacific | Program services | Research | 2143541 | ||
| Europe | Program services | Research | 1677078 | ||
| Middle East and North Africa | Program services | Research | 172274 | ||
| North America | Program services | Research | 2022052 | ||
| South America | Program services | Research | 10336 | ||
| South Asia | Program services | Research | 217 | ||
| Sub-Saharan Africa | Program services | Research | 164 | ||
| Central America and the Caribbean | Grantmaking | 376758 | |||
| East Asia and the Pacific | Grantmaking | 16666388 | |||
| Europe | Grantmaking | 8455143 | |||
| Middle East and North Africa | Grantmaking | 2531730 | |||
| North America | Grantmaking | 4013008 | |||
| Russia and the Newly Independent States | Grantmaking | 580210 | |||
| South America | Grantmaking | 2123910 | |||
| South Asia | Grantmaking | 3812349 | |||
| Sub-Saharan Africa | Grantmaking | 1151165 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Offices | 1 | TotalNumberOfOffices |
| Total Number Of Employees | 86 | TotalNumberOfEmployees |
| Total Amount Spent | 81992779 | TotalAmountSpent |
Grants To Orgs Outside US GrantsToOrgsOutsideUS (20 entries)
| RegionRegion | Purpose Of GrantPurposeOfGrant | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement |
|---|---|---|---|
| East Asia and the Pacific | Grant subaward from sponsored research funds | 50668 | ACH direct deposit or Check |
| East Asia and the Pacific | Grant subaward from sponsored research funds | 66037 | ACH direct deposit or Check |
| Europe | Grant subaward from sponsored research funds | 726225 | ACH direct deposit or Check |
| Europe | Grant subaward from sponsored research funds | 136610 | ACH direct deposit or Check |
| Europe | Grant subaward from sponsored research funds | 135065 | ACH direct deposit or Check |
| Europe | Grant subaward from sponsored research funds | 70875 | ACH direct deposit or Check |
| Middle East and North Africa | Grant subaward from sponsored research funds | 15563 | ACH direct deposit or Check |
| Middle East and North Africa | Grant subaward from sponsored research funds | 115385 | ACH direct deposit or Check |
| North America | Grant subaward from sponsored research funds | 25000 | ACH direct deposit or Check |
| North America | Grant subaward from sponsored research funds | 29595 | ACH direct deposit or Check |
| North America | Grant subaward from sponsored research funds | 10250 | ACH direct deposit or Check |
| North America | Grant subaward from sponsored research funds | 22148 | ACH direct deposit or Check |
| North America | Grant subaward from sponsored research funds | 29869 | ACH direct deposit or Check |
| North America | Grant subaward from sponsored research funds | 4158 | ACH direct deposit or Check |
| North America | Grant subaward from sponsored research funds | 75506 | ACH direct deposit or Check |
| North America | Grant subaward from sponsored research funds | 57940 | ACH direct deposit or Check |
| Sub-Saharan Africa | Grant subaward from sponsored research funds | 8865 | ACH direct deposit or Check |
| Sub-Saharan Africa | Grant subaward from sponsored research funds | 5190 | ACH direct deposit or Check |
| Sub-Saharan Africa | Grant subaward from sponsored research funds | 13851 | ACH direct deposit or Check |
| Sub-Saharan Africa | Grant subaward from sponsored research funds | 63989 | ACH direct deposit or Check |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Other Orgs | 20 | TotalNumberOfOtherOrgs |
Grants To Ind Outside US GrantsToIndOutsideUS (17 entries)
| Type Of AssistanceTypeOfAssistance | RegionRegion | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement |
|---|---|---|---|---|
| Grants, stipends and awards to non-resident alien students | Central America and the Caribbean | 20 | 350542 | ACH direct deposit or Check |
| Grants, stipends and awards to non-resident alien students | East Asia and the Pacific | 839 | 16374286 | ACH direct deposit or Check |
| Grants, stipends and awards to non-resident alien students | Europe | 328 | 6673930 | ACH direct deposit or Check |
| Grants, stipends and awards to non-resident alien students | Middle East and North Africa | 106 | 2285770 | ACH direct deposit or Check |
| Grants, stipends and awards to non-resident alien students | North America | 129 | 2258525 | ACH direct deposit or Check |
| Grants, stipends and awards to non-resident alien students | Russia and the Newly Independent States | 23 | 580210 | ACH direct deposit or Check |
| Grants, stipends and awards to non-resident alien students | South America | 84 | 1720550 | ACH direct deposit or Check |
| Grants, stipends and awards to non-resident alien students | South Asia | 194 | 3764916 | ACH direct deposit or Check |
| Grants, stipends and awards to non-resident alien students | Sub-Saharan Africa | 53 | 997476 | ACH direct deposit or Check |
| Grants disbursed during student's enrollment in international program | Central America and the Caribbean | 2 | 26216 | Applied to student account; credits are refunded by check |
| Grants disbursed during student's enrollment in international program | East Asia and the Pacific | 45 | 175397 | Applied to student account; credits are refunded by check |
| Grants disbursed during student's enrollment in international program | Europe | 110 | 702438 | Applied to student account; credits are refunded by check |
| Grants disbursed during student's enrollment in international program | Middle East and North Africa | 13 | 115012 | Applied to student account; credits are refunded by check |
| Grants disbursed during student's enrollment in international program | North America | 1 | 11114 | Applied to student account; credits are refunded by check |
| Grants disbursed during student's enrollment in international program | South America | 58 | 403360 | Applied to student account; credits are refunded by check |
| Grants disbursed during student's enrollment in international program | South Asia | 5 | 47433 | Applied to student account; credits are refunded by check |
| Grants disbursed during student's enrollment in international program | Sub-Saharan Africa | 14 | 61794 | Applied to student account; credits are refunded by check |
Form990 Schedule F Part IV Form990ScheduleFPartIV (2 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| Procedure for Monitoring Grants Outside the U.S.: | Schedule F, Part I, Line 2: Grants or other assistance are awarded to foreign organizations or entities pursuant to the University policies and procedures for all grant subawards. Such subawards are monitored through the University's Office for Sponsored Research (OSR) and the University's Office of Accounting Services for Research and Sponsored Programs (ASRSP). All subaward documentation including purchase orders, related charges and invoices are reviewed and monitored by ASRSP and confirmed with the principal investigator. The principal investigator must certify that the subaward costs are in accordance with OMB A-21 cost principles; also, ASRSP requests and collects audit reports from subaward recipients to monitor compliance. If the information is not furnished to ASRSP, payment may be withheld. Grants and other assistance are awarded to students on the basis of financial need following University policies developed to meet regulatory requirements (federal methodology) and guided by the College Board (institutional methodology). Merit scholarships are awarded based upon talent (eg, academic, music, and athletic). All of these awarded grants are allowed to be used by the students towards any type of costs; no subsequent monitoring is required. | |
| Schedule F, Part IV | Schedule F, Part I: The program services listed in Part I reflect international educational programs in which the University had material involvement in the design, development and/or control of the program and/or curriculum. While Northwestern University provides its students with access to a multitude of study abroad programs and exchanges located throughout the world, the University does not administer or operate the educational courses taught by all of these programs. Rather, under reciprocity and affiliation agreements, the University helps facilitate its student access to such international programs and recognizes credit earned by students at such foreign educational institutions, and such exchange programs are excluded from Schedule F, Part I. Under Northwestern University's current accounting procedures, all expenses associated with study abroad international programs are not separately tracked, and therefore some expenditures per program are not listed in Part I, column (f) of Schedule F. Schedule F, Part I, column(f), line 3: Expenditures reported in the Form 990, Schedule F, Part I are prepared using the accrual method of accounting. University activities are assigned a unique identifying number. Direct expenses are recorded with respect to each activity in the University's electronic financial recording system. Such direct expenses, for the relevant tax year, are reflected in column (f). Schedule F, Part II, line 1: In connection with the monitoring of subawards through OSR, approved purchase orders and invoices are documented and accounted for in the University's electronic financial recording system, and such amounts are reflected in Part II, line 1. Schedule F, Part III, method used to report cash grants and column (c): Cash grants given to individuals are recorded in an electronic reporting tool. The data recorded includes information as to non-resident alien status and participation by undergraduate students in study abroad programming. Individual recipients of cash grants are coded with unique identifying numbers. Unique identifying numbers are summed with respect to grants extended to non-resident aliens and the numbers are reflected in Part III, column (c) based on the non-resident alien's country of citizenship. Separately, grants associated with undergraduate students coded as participating in a study abroad are reviewed to assess whether there is an overlap between the grant disbursement date and the dates of the applicable study abroad program. Similarly, grants disbursed to professional graduate students are reviewed to assess overlap with participation in international programming. The number of such students, based on their unique identifying numbers, are summed and reflected in Part III, column (c). | Other Information |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation (4 entries)
| ActivityActivity | Fundraiser Control Of FundsFundraiserControlOfFunds | Gross ReceiptsGrossReceipts | Amount Retained By ContractorAmountRetainedByContractor | Net To OrganizationNetToOrganization |
|---|---|---|---|---|
| RuffaloCODY | ||||
| Phone solicitation | 0 | 497870 | 119790 | 400172 |
| Carol O'Brien Associates | ||||
| Campaign counseling | 0 | 0 | 22960 | 0 |
| R & R Newkirk | ||||
| Gift planning marketing | 0 | 0 | 46689 | 0 |
| Target Analytics | ||||
| Campaign counseling | 0 | 0 | 6825 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 497870 | TotalGrossReceipts |
| Total Retained By Contractors | 196264 | TotalRetainedByContractors |
| Total Net To Organization | 400172 | TotalNetToOrganization |
| Licensed States | AZ | LicensedStates |
| Licensed States | AK | LicensedStates |
| Licensed States | AR | LicensedStates |
| Licensed States | CT | LicensedStates |
| Licensed States | GA | LicensedStates |
| Licensed States | IL | LicensedStates |
| Licensed States | KS | LicensedStates |
| Licensed States | NM | LicensedStates |
| Licensed States | NC | LicensedStates |
| Licensed States | ND | LicensedStates |
| Licensed States | PA | LicensedStates |
| Licensed States | RI | LicensedStates |
| Licensed States | TN | LicensedStates |
| Licensed States | TX | LicensedStates |
| Licensed States | UT | LicensedStates |
| Licensed States | WV | LicensedStates |
| Licensed States | WI | LicensedStates |
| Licensed States | AL | LicensedStates |
| Licensed States | CA | LicensedStates |
| Licensed States | FL | LicensedStates |
| Licensed States | KY | LicensedStates |
| Licensed States | ME | LicensedStates |
| Licensed States | MN | LicensedStates |
| Licensed States | MO | LicensedStates |
| Licensed States | MI | LicensedStates |
| Licensed States | MS | LicensedStates |
| Licensed States | NY | LicensedStates |
| Licensed States | OR | LicensedStates |
| Licensed States | OH | LicensedStates |
| Licensed States | SC | LicensedStates |
| Licensed States | WA | LicensedStates |
| Licensed States | VA | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Dance Marathon | NameOfEvent1 |
| Gross Receipts Event1 | 632640 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 586061 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 46579 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 60883 | RentFacilityCostsEvent1 |
| Other Direct Expenses Event1 | 14208 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Brain Tumor Institute Fundraiser | NameOfEvent2 |
| Gross Receipts Event2 | 385895 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 301293 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 84602 | GrossRevenueEvent2 |
| Entertainment Event2 | 7070 | EntertainmentEvent2 |
| Total Number Of Other Events | 1 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 62234 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 20634 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 41600 | GrossRevenueOtherEvents |
| Rent Facility Costs Other Events | 5575 | RentFacilityCostsOtherEvents |
| Food And Beverage Other Events | 23425 | FoodAndBeverageOtherEvents |
| Entertainment Other Events | 3500 | EntertainmentOtherEvents |
| Other Direct Expenses Other Events | 5006 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 1080769 | GrossReceiptsTotal |
| Charitable Contributions Total | 907988 | CharitableContributionsTotal |
| Gross Revenue Total Events | 172781 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 66458 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 23425 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 10570 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 19214 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 119667 | DirectExpenseSummaryEvents |
| Net Income Summary | 53114 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (201 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant | Address Line2AddressUS/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| Evanston Community Foundation Inc | ||||||||
| 1007 Church St Ste 108 | Evanston | IL | 60201 | 363466802 | 501(c)(3) | 62696 | Charitable fundraising conducted by student org & support of charitable community organization | |
| Fabretto Children's Foundation | ||||||||
| 3124 North 10th Street | Arlington | VA | 22201 | 363894824 | 501(c)(3) | 13844 | Charitable fundraising conducted by student organization | |
| Partners in Health | ||||||||
| PO Box 845578 | Boston | MA | 02284 | 043567502 | 501(c)(3) | 15341 | Charitable fundraising conducted by student organization | |
| American Red Cross | ||||||||
| 2200 W Harrison St | Chicago | IL | 60612 | 530196605 | 501(c)(3) | 9078 | Charitable fundraising conducted by student organization | |
| Metrosquash | ||||||||
| 5655 S University Ave | Chicago | IL | 60637 | 202614486 | 501(c)(3) | 8000 | Charitable fundraising conducted by student organization | |
| Link Community Development | ||||||||
| 824 W Superior Street Ste312 | Chicago | IL | 60642 | 208023219 | 501(c)(3) | 8000 | Charitable fundraising conducted by student organization | |
| Gift of Adoption | ||||||||
| PO Box 567 | Techny | IL | 60082 | 361863217 | 501(c)(3) | 8000 | Charitable fundraising conducted by student organization | |
| Young America's Foundation | ||||||||
| 110 Elden St | Herndon | VA | 20170 | 237042029 | 501(c)(3) | 7500 | Charitable fundraising conducted by student organization | |
| People's Music School Inc | ||||||||
| 931 W Eastwood Ave | Chicago | IL | 60640 | 510192597 | 501(c)(3) | 6800 | Charitable fundraising conducted by student organization | |
| Habitat for Humanity Lake County IL Inc | ||||||||
| 315 N Martin Luther King Jr Ave | Waukegan | IL | 60085 | 363659288 | 501(c)(3) | 17000 | Charitable fundraising conducted by student organization | |
| Chicago Academy of Sciences | ||||||||
| 2430 N Cannon Dr | Chicago | IL | 60614 | 360895575 | 501(c)(3) | 50000 | Support of charitable community organizations | |
| Chicago Botanic Garden(Chicago Horticultural Society) | ||||||||
| 1000 Lake Cook Rd | Glencoe | IL | 60022 | 362225482 | 501(c)(3) | 115000 | Support of charitable community organizations | |
| Lyric Opera of Chicago | ||||||||
| 20 North Wacker Drive Ste 860 | Chicago | IL | 60606 | 366008929 | 501(c)(3) | 7500 | Support of charitable community organizations | |
| The Art Institute of Chicago | ||||||||
| 111 S Michigan Ave | Chicago | IL | 60603 | 362167725 | 501(c)(3) | 11000 | Support of charitable community organizations | |
| Ravinia Festival | ||||||||
| 418 Sheridan Road | Highland Park | IL | 60035 | 366002273 | 501(c)(3) | 6000 | Support of charitable community organizations | |
| United Way of Metropolitan Chicago | ||||||||
| 560 W Lake St | Chicago | IL | 60661 | 360200478 | 501(c)(3) | 15000 | Support of charitable community organizations | |
| Orchestral Association of the Chicago Symphony | ||||||||
| 220 S Michigan Ave | Chicago | IL | 60604 | 382167823 | 501(c)(3) | 15000 | Support of charitable community organizations | |
| Health for Humanity | ||||||||
| 415 Linden Ave Ste B | Wilmette | IL | 60091 | 363820640 | 501(c)(3) | 10000 | Support of charitable community organizations | |
| Field Museum | ||||||||
| 1400 S Lake Shore Drive | Chicago | IL | 60605 | 362167011 | 501(c)(3) | 10000 | Support of charitable community organizations | |
| Millennium Park Inc | ||||||||
| DT 111 S Wacker Drive | Chicago | IL | 60602 | 364244167 | 501(c)(3) | 10000 | Support of charitable community organizations | |
| EVMark | ||||||||
| 1560 Sherman Ave | Evanston | IL | 60201 | 363571291 | 501(c)(6) | 19200 | Support of charitable community organizations | |
| Chicago's North Shore Convention & Visitors' Bureau | ||||||||
| 8001 Lincoln Ave Ste715 | Skokie | IL | 60077 | 364449110 | 501(c)(6) | 25000 | Support of charitable community organizations | |
| Evanston Public Library | ||||||||
| 1703 Orrington Ave | Evanston | IL | 60201 | 363286198 | 501(c)(3) | 10000 | Support of charitable community organization | |
| Foundation 65 | ||||||||
| PO Box 750 | Evanston | IL | 60204 | 364003165 | 501(c)(3) | 36666 | Support of charitable community organizations | |
| McGaw YMCA | ||||||||
| 1420 Maple Ave | Evanston | IL | 60201 | 362169194 | 501(c)(3) | 25000 | Support of charitable community organizations | |
| City of Evanston | ||||||||
| 2100 Ridge Ave | Evanston | IL | 60201 | 366005870 | 115 | 549485 | Support of local governmental organization | |
| Garrett-Evangelical Theological Seminary | ||||||||
| 2121 Sheridan Rd | Evanston | IL | 60201 | 362167085 | 501(c)(3) | 7500 | Support of charitable community organizations | |
| Northwestern Medical Faculty Foundation | ||||||||
| 680 N Lakeshore Dr | Chicago | IL | 60611 | 363097297 | 501(c)(3) | 1808483 | Support of research activities | |
| 12th Man Foundation | ||||||||
| Bernard C Richardson Zone at Kyle | College Station | TX | 77841 | 741185725 | 501(c)(3) | 30236 | Support of research activities | Field Suite 12 |
| AAAS | ||||||||
| 1200 New York Avenue NW | Washington | DC | 20005 | 530196568 | 501(c)(3) | 100762 | Support of research activities | |
| Access Community Health Network | ||||||||
| 222 N Canal St | Chicago | IL | 60606 | 363317058 | 501(c)(3) | 183030 | Support of research activities | |
| Access DuPage | ||||||||
| 511 Thornhill Dr M | Carol Stream | IL | 60188 | 364448208 | 501(c)(3) | 415819 | Support of research activities | |
| Adler Planetarium & Astronomy Museum | ||||||||
| 1300 S Lake Shore Dr | Chicago | IL | 60605 | 366210902 | 501(c)(3) | 13874 | Support of research activities | |
| ADT Security Services Inc | ||||||||
| 1 Town Center Road | Boca Raton | FL | 33486 | 581814102 | 92743 | Support of research activities | ||
| Advocate Hope Childrens Hospital | ||||||||
| 4440 W 95th St | Oak Lawn | IL | 60453 | 362169147 | 501(c)(3) | 22364 | Support of research activities | |
| Advocate Lutheran General Hospital | ||||||||
| 1775 W Dempster St | Park Ridge | IL | 60068 | 362169147 | 501(c)(3) | 22364 | Support of research activities | |
| AIDS Arms Inc | ||||||||
| 219 Sunset Ave | Dallas | TX | 75208 | 752306145 | 501(c)(3) | 278450 | Support of research activities | |
| Albert Einstein College of Medicine | ||||||||
| 1300 Morris Park Avenue | Bronx | NY | 10461 | 131624225 | 501(c)(3) | 66412 | Support of research activities | |
| Amarillo Heart Group | ||||||||
| 1901 Port Lane | Amarillo | TX | 79106 | 830362959 | 501(c)(3) | 5590 | Support of research activities | |
| American Cancer Society Illinois Division Inc | ||||||||
| 225 N Michigan Ste 1200 | Chicago | IL | 60601 | 237040934 | 501(c)(3) | 90649 | Support of research activities | |
| American Institutes for Research | ||||||||
| 1000 Thomas Jefferson St NW | Washington | DC | 20007 | 250965219 | 501(c)(3) | 63637 | Support of research activities | |
| American Lung Association | ||||||||
| 1301 Pennsylvania Ave NW Suite 800 | Washington | DC | 20004 | 131632524 | 501(c)(3) | 57152 | Support of research activities | |
| Asian Human Services | ||||||||
| 4753 N Broadway Sutie 700 | Chicago | IL | 60640 | 363005889 | 501(c)(3) | 8625 | Support of research activities | |
| Baptist Hospital of Miami | ||||||||
| 8900 N Kendall Drive | Miami | FL | 33176 | 590910342 | 501(c)(3) | 8960 | Support of research activities | |
| Boston College | ||||||||
| 140 Commonwealth Ave | Chestnut Hill | MA | 02467 | 042103545 | 501(c)(3) | 39673 | Support of research activities | |
| Boston Imaging Core Lab LLC | ||||||||
| 580 Harrison Avenue | Boston | MA | 02118 | 261215497 | 41040 | Support of research activities | ||
| Boston Medical Center | ||||||||
| One Boston Medical Center Place | Boston | MA | 02118 | 043314093 | 501(c)(3) | 11905 | Support of research activities | |
| Boys & Girls Clubs of Chicago | ||||||||
| 550 W Van Buren Street Suite 350 | Chicago | IL | 60607 | 362166997 | 501(c)(3) | 10824 | Support of research activities | |
| Brentwood Biomedical Research Institute Inc | ||||||||
| 11301 Wilshire Blvd | Los Angeles | CA | 90073 | 954183712 | 501(c)(3) | 8840 | Support of research activities | |
| Brigham and Women's Hospital | ||||||||
| 75 Francis St | Boston | MA | 02115 | 042312909 | 501(c)(3) | 614467 | Support of research activities | |
| Cabot Security Materials Inc | ||||||||
| 325 E Middlefield Road | Mountain View | CA | 94043 | 262158716 | 493039 | Support of research activities | ||
| Campbell-Kibler Associates Inc | ||||||||
| 80 Lakeside Dr | Groton | MA | 01450 | 043297519 | 70135 | Support of research activities | ||
| Cardiology PC | ||||||||
| 801 Princeton Ave SW | Birmingham | AL | 35211 | 630710054 | 92836 | Support of research activities | ||
| Carleton College | ||||||||
| One North College St | Northfield | MN | 55057 | 410694747 | 501(c)(3) | 60486 | Support of research activities | |
| Case Western Reserve University | ||||||||
| 10900 Euclid Ave | Cleveland | OH | 44106 | 341018992 | 501(c)(3) | 33321 | Support of research activities | |
| Chicago State University | ||||||||
| 9501 South King Drive | Chicago | IL | 60628 | 362580815 | 115 | 29424 | Support of research activities | |
| Children's Memorial Hospital | ||||||||
| 2300 N Lincoln Ave | Chicago | IL | 60614 | 362170833 | 501(c)(3) | 3095960 | Support of research activities | |
| Christopher Newport University | ||||||||
| 1 University Pl | Newport News | VA | 23606 | 540701501 | 115 | 14484 | Support of research activities | |
| Cold Spring Harbor Laboratory | ||||||||
| One Bungtown Road | Cold Spring Harbor | NY | 11724 | 112013303 | 501(c)(3) | 19309 | Support of research activities | |
| Colorado State University | ||||||||
| 203 Administration Building | Fort Collins | CO | 80523 | 846000546 | 115 | 27106 | Support of research activities | |
| Columbia University | ||||||||
| 615 W 131st Street | New York | NY | 10027 | 131624202 | 501(c)(3) | 44617 | Support of research activities | |
| Cornell University | ||||||||
| 222 Day Hall | Ithaca | NY | 14853 | 150532082 | 501(c)(3) | 268862 | Support of research activities | |
| Cutting Corporation | ||||||||
| 4940 Hampden Ln | Bethesda | MD | 20814 | 520944767 | 6495 | Support of research activities | ||
| Dana-Farber Cancer Institute | ||||||||
| 44 Binney Street | Boston | MA | 02115 | 076580745 | 72131 | Support of research activities | ||
| Dartmouth College | ||||||||
| 420 Lexington Ave | New York | NY | 10170 | 020222111 | 501(c)(3) | 22379 | Support of research activities | |
| David Ostrow & Associates | ||||||||
| 5455 N Sheridan Road Suite 2503 | Chicago | IL | 60640 | 205241516 | 25083 | Support of research activities | ||
| Duke University | ||||||||
| Chapel Dr | Durham | NC | 27705 | 560532129 | 501(c)(3) | 21889 | Support of research activities | |
| East Bay Institute for Research and Education | ||||||||
| 150 Muir Road 151-I | Martinez | CA | 64553 | 680177975 | 501(c)(3) | 124065 | Support of research activities | |
| Emory University | ||||||||
| 201 Dowman Dr | Atlanta | GA | 30322 | 580566256 | 501(c)(3) | 54360 | Support of research activities | |
| Family Care Health Centers | ||||||||
| 401 Holly Hills Ave | St Louis | MO | 63111 | 237076112 | 63413 | Support of research activities | ||
| Fisk University | ||||||||
| 1000 17th Ave N | Nashville | TN | 37208 | 620202000 | 501(c)(3) | 20705 | Support of research activities | |
| G4 Capital Partners | ||||||||
| 14 Skillman Street | Roslyn | NY | 11576 | 204262458 | 15000 | Support of research activities | ||
| GeoEngineers Inc | ||||||||
| 600 Stewart St Ste 1700 | Seattle | WA | 98101 | 916237984 | 10638 | Support of research activities | ||
| George Washington University | ||||||||
| 2121 I Street NW | Washington | DC | 20052 | 530196584 | 501(c)(3) | 58690 | Support of research activities | |
| H Lee Moffit Cancer Center & Research Institute | ||||||||
| 12902 Magnolia Ave | Tampa | FL | 33612 | 592451713 | 501(c)(3) | 10196 | Support of research activities | |
| Hampton University | ||||||||
| 100 E Queen St | Hampton | VA | 23668 | 540505990 | 501(c)(3) | 34008 | Support of research activities | |
| Harvard University | ||||||||
| Massachusetts Hall | Cambridge | MA | 02138 | 042103580 | 501(c)(3) | 103729 | Support of research activities | |
| Health Research and Educational Trust | ||||||||
| 155 N Wacker Ste 400 | Chicago | IL | 60606 | 362203931 | 501(c)(3) | 17076 | Support of research activities | |
| Health Research Incorporated Roswell Park Cancer Institute Division | ||||||||
| Elm Carlton Sts | Buffalo | NY | 14263 | 141402155 | 78415 | Support of research activities | ||
| Hektoen Institute for Medical Research | ||||||||
| 2240 W Ogden Ave | Chicago | IL | 60612 | 362244897 | 501(c)(3) | 85621 | Support of research activities | |
| Hematology Oncology Associates of Illinois Inc | ||||||||
| 676 N St Clair Street Suite 2140 | Chicago | IL | 60611 | 364117454 | 36159 | Support of research activities | ||
| Hinshaw & Culbertson LLP | ||||||||
| 222 N LaSalle Street Suite 300 | Chicago | IL | 60601 | 362128133 | 12500 | Support of research activities | ||
| Horizon Research Inc | ||||||||
| 326 Cloister Ct | Chapel Hill | NC | 27514 | 561550276 | 8948 | Support of research activities | ||
| Howard Brown Health Center | ||||||||
| 4025 N Sheridan Road | Chicago | IL | 60613 | 362894128 | 501(c)(3) | 173241 | Support of research activities | |
| Illinois Institute of Technology | ||||||||
| 3300 S Federal St | Chicago | IL | 60616 | 362170136 | 501(c)(3) | 30652 | Support of research activities | |
| Indiana University | ||||||||
| 107 S Indiana Ave | Bloomington | IN | 47405 | 356001673 | 115 | 297198 | Support of research activities | |
| IP3 Inc | ||||||||
| 1320 N Michigan Avenue | Saginaw | MI | 48602 | 200660686 | 7500 | Support of research activities | ||
| J Craig Venter Institute | ||||||||
| 9704 Medical Center Drive | Rockville | MD | 20850 | 521842938 | 501(c)(3) | 675512 | Support of research activities | |
| Jasculca Terman and Associates Inc | ||||||||
| 730 N Franklin Street Suite 510 | Chicago | IL | 60654 | 363136983 | 155080 | Support of research activities | ||
| Johns Hopkins University | ||||||||
| 1101 E 33rd St | Baltimore | MD | 21218 | 520595110 | 501(c)(3) | 228252 | Support of research activities | |
| Kaiser Foundation Research Institute | ||||||||
| PO Box 378066 | Denver | CO | 80237 | 941105628 | 501(c)(3) | 24607 | Support of research activities | |
| Lextech Labs | ||||||||
| 3080 Ogden Avenue Suite 200 | Lisle | IL | 60532 | 263043481 | 25000 | Support of research activities | ||
| Louisiana State University | ||||||||
| 3848 W Lakeshore Dr | Baton Rouge | LA | 70808 | 726087770 | 115 | 44323 | Support of research activities | |
| Loyola University Chicago | ||||||||
| 1032 W Sheridan Rd | Chicago | IL | 60660 | 361408475 | 501(c)(3) | 83021 | Support of research activities | |
| Massachusetts General Hospital | ||||||||
| 55 Fruit St | Boston | MA | 02114 | 041564655 | 501(c)(3) | 162999 | Support of research activities | |
| Massachusetts Institute of Technology | ||||||||
| 77 Massachusetts Ave | Cambridge | MA | 02142 | 042103594 | 501(c)(3) | 77999 | Support of research activities | |
| Materials & Electrochemical Research Corporation | ||||||||
| 7960 South Kolb Road | Tucson | AZ | 85706 | 860530946 | 24503 | Support of research activities | ||
| Mayo Clinic Rochester | ||||||||
| 200 First St SW | Rochester | MN | 55905 | 416011702 | 501(c)(3) | 62406 | Support of research activities | |
| Medical College of Wisconsin | ||||||||
| 8701 Watertown Plank Rd | Milwaukee | WI | 53226 | 390806261 | 501(c)(3) | 84071 | Support of research activities | |
| Medical University of South Carolina | ||||||||
| 179 Ashley Avenue | Charleston | SC | 29425 | 576000722 | 115 | 35968 | Support of research activities | |
| Memorial Hospital of Rhode Island | ||||||||
| 111 Brewster St | Pawtucket | RI | 02680 | 050259004 | 501(c)(3) | 58851 | Support of research activities | |
| Memorial Sloan-Kettering Cancer Center | ||||||||
| 1275 York Avenue | New York | NY | 10065 | 131624182 | 501(c)(3) | 180000 | Support of research activities | |
| Michigan State University | ||||||||
| 113 Angell Bldg | East Lansing | MI | 48824 | 386005984 | 115 | 403669 | Support of research activities | |
| Morehouse College | ||||||||
| 830 Westview Dr SW | Atlanta | GA | 30314 | 580566205 | 501(c)(3) | 15342 | Support of research activities | |
| Mount Sinai Hospital | ||||||||
| One Gustave L Levy Pl | New York | NY | 10029 | 131624096 | 501(c)(3) | 9354 | Support of research activities | |
| Moveo Integrated Branding Inc | ||||||||
| 1 Parkview Plaza Suite 150 | Oakbrook Terrace | IL | 60181 | 363528800 | 15000 | Support of research activities | ||
| Nanosonix Inc | ||||||||
| 8025 Lamon Avenue | Skokie | IL | 60077 | 262268972 | 135603 | Support of research activities | ||
| National Comprehensive Cancer Network | ||||||||
| 275 Commerce Dr Suite 300 | Fort Washington | PA | 19034 | 232818395 | 501(c)(3) | 10000 | Support of research activities | |
| National Geographic Society | ||||||||
| 1145 17th St NW | Washington | DC | 20036 | 530193519 | 501(c)(3) | 50638 | Support of research activities | |
| neubottlecom | ||||||||
| 134 Crichton Ln | Palatine | IL | 60067 | 202861821 | 16910 | Support of research activities | ||
| North Carolina State University | ||||||||
| Campus Box 7001 A Holladay Hall | Raleigh | NC | 27695 | 566000756 | 115 | 26147 | Support of research activities | |
| NorthShore University HealthSystem Research Institute | ||||||||
| 2650 Ridge Ave | Evanston | IL | 60201 | 364191793 | 501(c)(3) | 2142058 | Support of research activities | |
| Northwestern Memorial Hospital | ||||||||
| 251 E Huron St | Chicago | IL | 60611 | 370960170 | 501(c)(3) | 1670281 | Support of research activities | |
| NOVA Scripts Central Inc | ||||||||
| 6400 Arlington Blvd | Falls Church | VA | 22042 | 651275162 | 78860 | Support of research activities | ||
| Ohio State University | ||||||||
| 154 W 12th Ave | Columbus | OH | 43210 | 316025986 | 115 | 65842 | Support of research activities | |
| Ohio University | ||||||||
| Cutler Hall 108 | Athens | OH | 45701 | 316025986 | 115 | 51969 | Support of research activities | |
| OhioHealth Research and Innovation Institute | ||||||||
| 3545 Olentangy River Road | Columbus | OH | 43214 | 316059784 | 501(c)(3) | 6580 | Support of research activities | |
| Oncology Specialists SC | ||||||||
| 1700 Luther Lane | Park Ridge | IL | 60068 | 364380012 | 5338 | Support of research activities | ||
| Oregon Health & Science University | ||||||||
| 3181 Southwest Sam Jackson Park Rd | Portland | OR | 97239 | 931176109 | 115 | 53345 | Support of research activities | |
| Orlando Regional Medical Center | ||||||||
| 1414 Kuhl Avenue | Orlando | FL | 32806 | 591726273 | 501(c)(3) | 7420 | Support of research activities | |
| OSF Saint Francis Medical Center | ||||||||
| 530 NE Glen Oak Avenue | Peoria | IL | 61637 | 370662569 | 21184 | Support of research activities | ||
| Pacific Health Research & Education Institute | ||||||||
| 3375 Koapaka Street Suite I-540 | Honolulu | HI | 96819 | 990303308 | 501(c)(3) | 7762 | Support of research activities | |
| Parkinson's Institute and Clinical Center | ||||||||
| 675 Almanor Avenue | Sunnyvale | CA | 94085 | 943061594 | 501(c)(3) | 15558 | Support of research activities | |
| Patient Safety Organization One Inc | ||||||||
| 4950 W Dickman Rd | Battle Creek | MI | 49037 | 261107459 | 62773 | Support of research activities | ||
| Pennsylvania State University | ||||||||
| 308 Old Main | University Park | PA | 16802 | 246000376 | 115 | 174238 | Support of research activities | |
| Pinnacle Technology | ||||||||
| 681 Lawlins Road | Wyckoff | NJ | 07481 | 742818617 | 209419 | Support of research activities | ||
| Princeton University | ||||||||
| Office of Administration | Princeton | NJ | 08544 | 210634501 | 501(c)(3) | 11564 | Support of research activities | |
| Purdue University | ||||||||
| Office of Administration | West Lafayette | IN | 47906 | 356002041 | 115 | 61276 | Support of research activities | |
| Quest Clinical Research | ||||||||
| 2300 Sutter Street Suite 202 | San Francisco | CA | 94115 | 943307206 | 23310 | Support of research activities | ||
| Rehabilitation Institute Research Corporation | ||||||||
| 345 E Superior St | Chicago | IL | 60611 | 363728711 | 501(c)(3) | 1169218 | Support of research activities | |
| Rehabilitation Institute Research Corporation | ||||||||
| 345 E Superior St | Chicago | IL | 60611 | 363728711 | 501(c)(3) | 1000 | Support of charitable community organization | |
| Rensselaer Polytechnic Institute | ||||||||
| 110 8th St | Troy | NY | 12180 | 141340095 | 501(c)(3) | 5490 | Support of research activities | |
| Rice University | ||||||||
| 6100 Main St | Houston | TX | 77005 | 741109620 | 501(c)(3) | 10138 | Support of research activities | |
| Rockefeller University | ||||||||
| 1230 York Avenue | New York | NY | 10065 | 131624158 | 501(c)(3) | 444428 | Support of research activities | |
| Rush University Medical Center | ||||||||
| 1653 W Congress Parkway | Chicago | IL | 60612 | 362174823 | 501(c)(3) | 1861378 | Support of research activities | |
| SA Ignite LLC | ||||||||
| 924 South Hillside Ave | Elmhurst | IL | 60126 | 270288669 | 56250 | Support of research activities | ||
| Saint Francis Hospital and Medical Center | ||||||||
| 114 Woodland St | Hartford | CT | 06105 | 470376601 | 501(c)(3) | 118955 | Support of research activities | |
| Salk Institute | ||||||||
| 10010 North Torrey Pines Road | La Jolla | CA | 92037 | 952160097 | 501(c)(3) | 54730 | Support of research activities | |
| Santa Fe Institute | ||||||||
| 1399 Hyde Park Rd | Santa Fe | NM | 87501 | 850325494 | 501(c)(3) | 32265 | Support of research activities | |
| Scott & White Memorial Hospital | ||||||||
| 2401 S 31st Street | Temple | TX | 76508 | 741166904 | 501(c)(3) | 18220 | Support of research activities | |
| Scripps Research Institute | ||||||||
| 10550 North Torrey Pines Road | La Jolla | CA | 92037 | 330435954 | 501(c)(3) | 410823 | Support of research activities | |
| SemanticBits LLC | ||||||||
| 13921 Park Center Rd Ste 420 | Herndon | VA | 20171 | 200446789 | 206261 | Support of research activities | ||
| SRI International | ||||||||
| 201 Washington Road | Princeton | NJ | 08540 | 941160950 | 501(c)(3) | 27539 | Support of research activities | |
| St Jude Children's Research Hospital | ||||||||
| 4619 N Ravenswood Ave | Chicago | IL | 60640 | 620646012 | 501(c)(3) | 25341 | Support of research activities | |
| Stanford University | ||||||||
| 295 Galvez St | Stanford | CA | 94305 | 941156365 | 501(c)(3) | 742751 | Support of research activities | |
| State University of New York Research Foundation | ||||||||
| 353 Broadway | Albany | NY | 12246 | 141368361 | 501(c)(3) | 101582 | Support of research activities | |
| Tech-Synergy Inc | ||||||||
| 6789 Quail Hill Parkway | Irvine | CA | 92603 | 954857456 | 38823 | Support of research activities | ||
| The Northeast Missouri Health Council Inc | ||||||||
| 314 E McPherson St | Kirksville | MO | 63501 | 431606173 | 501(c)(3) | 96447 | Support of research activities | |
| Thomas Jefferson University | ||||||||
| 1020 Walnut St | Philadelphia | PA | 19107 | 231352651 | 501(c)(3) | 183521 | Support of research activities | |
| UChicago Argonne LLC Argonne National Laboratory | ||||||||
| 9500 Cass Ave | Argonne | IL | 60439 | 680628477 | 176405 | Support of research activities | ||
| United BioSource Corporation | ||||||||
| 7501 Wisconsin Ave Ste 705 | Bethesda | MD | 20814 | 541759539 | 86080 | Support of research activities | ||
| University of Alabama at Birmingham | ||||||||
| 1530 3rd Ave South | Birmingham | AL | 35294 | 636005396 | 115 | 59206 | Support of research activities | |
| University of Arizona | ||||||||
| 617 N Santa Rita Ave | Tucson | AZ | 85721 | 742652689 | 115 | 105763 | Support of research activities | |
| University of California Davis | ||||||||
| One Shields Ave | Davis | CA | 95616 | 946036494 | 115 | 57274 | Support of research activities | |
| University of California Irvine | ||||||||
| Office of Administration | Irvine | CA | 92697 | 952226406 | 115 | 303010 | Support of research activities | |
| University of California Los Angeles | ||||||||
| Hillgard Ave | Los Angeles | CA | 90095 | 956006143 | 115 | 408257 | Support of research activities | |
| University of California San Diego | ||||||||
| 9500 Gilman Dr | La Jolla | CA | 92093 | 956006144 | 115 | 25539 | Support of research activities | |
| University of California San Francisco | ||||||||
| 505 Parnassus Ave | San Francisco | CA | 94143 | 566001393 | 115 | 638687 | Support of research activities | |
| University of California Santa Barbara | ||||||||
| 4105 Cheadle Hall | Santa Barbara | CA | 93106 | 956006145 | 115 | 134615 | Support of research activities | |
| University of California Santa Cruz | ||||||||
| 1156 High St | Santa Cruz | CA | 95064 | 770289144 | 115 | 56987 | Support of research activities | |
| University of Chicago | ||||||||
| 5801 S Ellis Ave | Chicago | IL | 60637 | 362177139 | 501(c)(3) | 5782845 | Support of research activities | |
| University of Chicago National Opinion Research Center | ||||||||
| 5801 S Ellis Ave | Chicago | IL | 60637 | 362177139 | 501(c)(3) | 6737 | Support of research activities | |
| University of Cincinnati | ||||||||
| 2600 Clifton Ave | Cincinnati | OH | 45221 | 316000989 | 115 | 24907 | Support of research activities | |
| University of Delaware | ||||||||
| 210 S College Ave | Newark | DE | 19716 | 516000297 | 115 | 47397 | Support of research activities | |
| University of Florida | ||||||||
| 201 Criser Hall | Gainesville | FL | 32611 | 596002052 | 115 | 15423 | Support of research activities | |
| University of Illinois | ||||||||
| 801 S Morgan St | Chicago | IL | 60607 | 376000511 | 115 | 3725952 | Support of research activities | |
| University of Kentucky | ||||||||
| 100 Funkhouser Bldg | Lexington | KY | 40506 | 616001218 | 115 | 149704 | Support of research activities | |
| University of Maryland | ||||||||
| 2108 Mitchell Bldg | College Park | MD | 20742 | 526002033 | 115 | 37210 | Support of research activities | |
| University of Massachusetts Amherst | ||||||||
| Office of Administration | Amherst | MA | 01003 | 043167352 | 115 | 180653 | Support of research activities | |
| University of Medicine and Dentistry of New Jersey | ||||||||
| 150 Bergen St | Newark | NJ | 07103 | 221775306 | 34557 | Support of research activities | ||
| University of Miami | ||||||||
| 1252 Memorial Drive | Coral Gables | FL | 33146 | 590624458 | 501(c)(3) | 75030 | Support of research activities | |
| University of Michigan | ||||||||
| 515 E Jefferson | Ann Arbor | MI | 48109 | 386000134 | 115 | 2200726 | Support of research activities | |
| University of Minnesota | ||||||||
| 101 Pleasant St | Minneapolis | MN | 55455 | 416007513 | 115 | 166977 | Support of research activities | |
| University of Missouri-Columbia | ||||||||
| 105 Jesse Hall | Columbia | MO | 65211 | 436003859 | 115 | 66365 | Support of research activities | |
| University of Nebraska Medical Center | ||||||||
| 984230 Nebraska Medical Center | Omaha | NE | 68198 | 470491233 | 115 | 95636 | Support of research activities | |
| University of New Mexico | ||||||||
| 1 University of New Mexico | Albuquerque | NM | 87131 | 856000642 | 115 | 21919 | Support of research activities | |
| University of Notre Dame | ||||||||
| 317 Main Building | Notre Dame | IN | 46556 | 350868188 | 501(c)(3) | 52833 | Support of research activities | |
| University of Oklahoma | ||||||||
| 660 Parrington Oval | Norman | OK | 73019 | 736017987 | 115 | 143310 | Support of research activities | |
| University of Pennsylvania | ||||||||
| 3451 Walnut Street | Philadelphia | PA | 19104 | 231352685 | 501(c)(3) | 311499 | Support of research activities | |
| University of Pittsburgh | ||||||||
| 4227 Fifth Ave | Pittsburgh | PA | 15260 | 250965591 | 501(c)(3) | 401317 | Support of research activities | |
| University of Rochester | ||||||||
| Office of Administration | Rochester | NY | 14627 | 160743209 | 501(c)(3) | 432351 | Support of research activities | |
| University of Southern California | ||||||||
| 1540 Alcazar St | Los Angeles | CA | 90089 | 951642394 | 501(c)(3) | 281840 | Support of research activities | |
| University of Tennessee Knoxville | ||||||||
| 527 Andy Holt Tower | Knoxville | TN | 37996 | 626001636 | 115 | 270331 | Support of research activities | |
| University of Texas at Austin | ||||||||
| 2100 San Jacinto Blvd | Austin | TX | 78712 | 746000203 | 115 | 102945 | Support of research activities | |
| University of Texas at El Paso | ||||||||
| 500 W University Ave | El Paso | TX | 79968 | 746000813 | 115 | 11446 | Support of research activities | |
| University of Texas at San Antonio | ||||||||
| One UTSA Circle | San Antonio | TX | 78249 | 741717115 | 115 | 342131 | Support of research activities | |
| University of Texas M D Anderson Cancer Center | ||||||||
| 1515 Holcombe Blvd | Houston | TX | 77030 | 760273984 | 115 | 153290 | Support of research activities | |
| University of Texas Southwestern Med Ctr at Dallas | ||||||||
| 5323 Harry Hines Blvd | Dallas | TX | 75390 | 756002868 | 115 | 635379 | Support of research activities | |
| University of Virginia | ||||||||
| 1 College Park | Wise | VA | 24293 | 546001796 | 115 | 1402189 | Support of research activities | |
| University of Washington | ||||||||
| 1410 NE Campus Parkway | Seattle | WA | 98195 | 916001537 | 115 | 91778 | Support of research activities | |
| University of Wisconsin-Madison | ||||||||
| 716 Langdon St | Madison | WI | 53706 | 391805963 | 115 | 234047 | Support of research activities | |
| Vanderbilt University | ||||||||
| Office of Administration | Nashville | TN | 37240 | 620476822 | 501(c)(3) | 144300 | Support of research activities | |
| Voices for Illinois Children | ||||||||
| 208 S La Salle Street Suite 1490 | Chicago | IL | 60604 | 363480909 | 501(c)(3) | 67500 | Support of research activities | |
| Wake Forest University Health Sciences | ||||||||
| 1834 Wake Forest Rd | WinstonSalem | NC | 27106 | 900222618 | 501(c)(3) | 45652 | Support of research activities | |
| Washington State University | ||||||||
| PO Box 1495 | Spokane | WA | 99210 | 916001108 | 115 | 187879 | Support of research activities | |
| Washington University in St Louis | ||||||||
| One Brookings Dr | St Louis | MO | 63130 | 430653611 | 501(c)(3) | 643376 | Support of research activities | |
| Westat Inc | ||||||||
| 1600 Research Blvd | Rockville | MD | 20850 | 840529566 | 6819 | Support of research activities | ||
| Wing Tech Inc | ||||||||
| 9916 Newhall Road | Potomac | MD | 20854 | 251736195 | 132806 | Support of research activities | ||
| Wright State University | ||||||||
| 3640 Colonel Glenn Hwy | Dayton | OH | 45435 | 310732831 | 30303 | Support of research activities | ||
| Yale University | ||||||||
| 140 Prospect St | New Haven | CT | 06511 | 060646973 | 501(c)(3) | 273552 | Support of research activities | |
| StandUp for Kids | ||||||||
| 83 Walton St Ste 100 | Atlanta | GA | 30303 | 330414855 | 501(c)(3) | 496767 | Charitable fundraising conducted by student organization | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 166 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 35 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII (4 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| Student grants, scholarships, and fellowships are financial aid that can be used towards any type of educational related costs. | 9483 | 175954155 |
| Prizes and awards reflect prizes and awards to non-employees in recognition of an accomplishment, activity, or event. | 221 | 387369 |
| Program-related investments: student loans | 213 | 2416577 |
| Other program-related investments | 58 | 2938960 |
Form990 Schedule I Part IV Form990ScheduleIPartIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Procedure for Monitoring Grants in the U.S.: | Part I, Line 2: | Schedule I, Part I, Line 2: Grants given to support of charitable community organizations. Such grants are extended only for charitable purposes to organizations that are exempt under Code Section 501(c)(3). After qualifications for the grant are met and the grant is disbursed to the charitable organization there is no subsequent monitoring by the University. Grants or other assistance are awarded to organizations or entities in the U.S. pursuant to the University policies and procedures for all grant subawards. Such subawards are monitored through the University's Office for Sponsored Research (OSR) and the University's Office of Accounting Services for Research and Sponsored Programs (ASRSP). All subaward documentation including purchase orders, related charges and invoices are reviewed and monitored by ASRSP and confirmed with the principal investigator. The principal investigator must certify that the subaward costs are in accordance with OMB A-21 cost principles; also, ASRSP requests and collects audit reports from subaward recipients to monitor compliance. If the information is not furnished to ASRSP, payment may be withheld. Grants and other assistance are awarded to students on the basis of financial need following University policies developed to meet regulatory requirements (federal methodology) and guided by the College Board (institutional methodology). Merit scholarships are awarded based upon talent (eg, academic, music, and athletic). All of these awarded grants are allowed to be used by the students towards any type of costs; no subsequent monitoring is required. |
| Other Information: | Part IV: | Part III: Prizes and awards reflect prizes and awards extended to non-employees in recognition of an accomplishment, activity, or event. Prizes and awards given to employees are included as compensation and reported on an employee's Form W-2. Program-related investments: Long term student loan balances as of 8/31/2010 were $2,416,577 which represent outstanding loan balances of 213 individuals. Total short term and emergency student loans issued for the tax year were $804,071 which represent loans issued to 346 individuals. Other program-related investments reflects certain investment portfolio balances as of 8/31/2010. Such investment portfolios are managed by students enrolled in an asset management practicum under the guidance of faculty. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Personal Services | X | PersonalServices |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (21 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Morton O Schapiro | |||||||||||||
| 361183 | 0 | 0 | 0 | 14466 | 0 | 173757 | 0 | 48457 | 0 | 597863 | 0 | 0 | 0 |
| Daniel I Linzer | |||||||||||||
| 432760 | 0 | 0 | 0 | 14175 | 0 | 24500 | 0 | 9039 | 0 | 480474 | 0 | 0 | 0 |
| Eugene S Sunshine | |||||||||||||
| 688045 | 0 | 0 | 0 | 77967 | 0 | 24500 | 0 | 6814 | 0 | 797326 | 0 | 0 | 0 |
| William J Banis | |||||||||||||
| 213469 | 0 | 0 | 0 | 620 | 0 | 22238 | 0 | 6843 | 0 | 243170 | 0 | 0 | 0 |
| Alan K Cubbage | |||||||||||||
| 227913 | 0 | 0 | 0 | 1247 | 0 | 22800 | 0 | 1092 | 0 | 253052 | 0 | 0 | 0 |
| J Larry Jameson | |||||||||||||
| 731406 | 728436 | 0 | 0 | 929 | 17326 | 18350 | 24550 | 11566 | 15525 | 762251 | 785837 | 0 | 0 |
| Marilyn McCoy | |||||||||||||
| 225800 | 0 | 0 | 0 | 17296 | 0 | 24500 | 0 | 6888 | 0 | 274484 | 0 | 0 | 0 |
| Morteza A Rahimi | |||||||||||||
| 583747 | 0 | 0 | 0 | 284 | 0 | 24500 | 0 | 6659 | 0 | 615190 | 0 | 0 | 0 |
| Sarah Risley Pearson | |||||||||||||
| 336551 | 0 | 0 | 0 | 38903 | 0 | 24500 | 0 | 26523 | 0 | 426477 | 0 | 0 | 0 |
| Joseph T Walsh Jr | |||||||||||||
| 257873 | 0 | 0 | 0 | 552 | 0 | 24500 | 0 | 64835 | 0 | 347760 | 0 | 0 | 0 |
| William H McLean | |||||||||||||
| 515056 | 0 | 867317 | 0 | 146638 | 0 | 24500 | 0 | 40508 | 0 | 1594019 | 0 | 0 | 0 |
| Thomas G Cline | |||||||||||||
| 398385 | 0 | 0 | 0 | 17451 | 0 | 24500 | 0 | 11434 | 0 | 451770 | 0 | 0 | 0 |
| Henry S Bienen | |||||||||||||
| 1898936 | 0 | 100000 | 0 | 125584 | 0 | 24500 | 0 | 91755 | 0 | 2240775 | 0 | 375000 | 0 |
| Jeffrey C Miller | |||||||||||||
| 657897 | 0 | 0 | 0 | 17039 | 0 | 24500 | 0 | 9209 | 0 | 708645 | 0 | 0 | 0 |
| Ronald Nayler | |||||||||||||
| 278618 | 0 | 0 | 0 | 17039 | 0 | 21417 | 0 | 6857 | 0 | 323931 | 0 | 0 | 0 |
| Patrick M McCarthy | |||||||||||||
| 85917 | 1466753 | 0 | 0 | 55 | 16914 | 5213 | 29400 | 189 | 15525 | 91374 | 1528592 | 0 | 0 |
| H Huntington Batjer | |||||||||||||
| 115081 | 1019723 | 0 | 0 | 666 | 17377 | 11256 | 29400 | 6443 | 15525 | 133446 | 1082025 | 0 | 0 |
| Patrick W Fitzgerald II | |||||||||||||
| 1072340 | 0 | 31500 | 0 | 52220 | 0 | 24500 | 0 | 9401 | 0 | 1189961 | 0 | 0 | 0 |
| Murad Alam | |||||||||||||
| 3000 | 1145750 | 0 | 0 | 0 | 69 | 180 | 29400 | 17 | 6980 | 3197 | 1182199 | 0 | 0 |
| Thomas A Mustoe | |||||||||||||
| 177537 | 872515 | 0 | 0 | 666 | 774 | 14146 | 29400 | 937 | 15525 | 193286 | 918214 | 0 | 0 |
| Lewis Landsberg | |||||||||||||
| 237369 | 171295 | 0 | 0 | 262 | 3214 | 24000 | 7200 | 923 | 15224 | 262554 | 196933 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | Part I, Line 1a | ReturnReference |
| Explanation | Travel for companions: The President's spouse has accompanied the President at development events for business purposes and such expenses were not treated as taxable compensation. Tax gross-up payments: The Vice President of Business and Finance, Eugene Sunshine, received a tax-gross up payment for insurance policy premiums, which was treated as taxable compensation. The Vice President and Chief Investment Officer, William McLean, received a tax-gross up payment for retirement related contributions, which was treated as taxable compensation. The Vice President of Alumni Relations and Development, Sarah Pearson, received a tax-gross up payment in connection with a tuition payment for her dependent, which was treated as taxable compensation. Housing allowance or residence for personal use: The President, Morton Schapiro, resides in University-owned housing which is provided for the convenience of the employer pursuant to Internal Revenue Code Section 119 and not treated as taxable compensation. During a period in 2009 when Henry Bienen was President, he resided in University-owned housing which was provided for the convenience of the employer pursuant to Internal Revenue Code Section 119 and not treated as taxable compensation. Individuals provided with a housing allowance are (i) The Vice President of Business and Finance, Eugene Sunshine, (ii) The Provost, Daniel Linzer, and (iii) Head Coach, Patrick Fitzgerald II. The amounts are treated as taxable compensation. Health or social club dues or initiation fees: The President, Morton Schapiro, was extended memberships in organizations that are held in the President's individual name but that reflect institutional business requirements and are not treated as taxable compensation. Henry Bienen served as President for a period in calendar year 2009 and was extended memberships in organizations that were held in the then President's individual name but that reflected institutional business requirements and were not treated as taxable compensation. The Vice President and Chief Investment Officer, William McLean, received reimbursements for social club dues and such amount was not treated as taxable compensation. Head Coach, Patrick Fitzgerald II, received reimbursements for social club dues and such amount was treated as taxable compensation. Personal Services: In connection with the University provided presidential housing, the University provides maid/cleaning services at the President's University residence. The value of the benefit is apportioned between personal living quarters and public areas of the house, and the cleaning services associated with the personal living quarters are treated as taxable compensation. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer |
|---|---|---|---|---|---|---|
| Illinois Educational Facilities Authority | ||||||
| 521297563 | 4520018K9 | 2003-10-29 | 183530698 | Refund bonds issued 5/13/97; acquire,construct,or renovate univ.facilities | 0 | 0 |
| Illinois Finance Authority | ||||||
| 861091967 | 45200BFC7 | 2004-09-09 | 135800000 | Acquire, construct or renovate University facilities | 0 | 0 |
| Illinois Finance Authority | ||||||
| 861091967 | 45200BH50 | 2006-10-03 | 150740726 | Refund bonds issued 12/3/97 | 0 | 0 |
| Illinois Finance Authority | ||||||
| 861091967 | 45200FKZ1 | 2008-06-25 | 125000000 | Acquire, construct or renovate University facilities | 0 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)
| Total ProceedsTotalProceeds | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Capital ExpendituresCapitalExpenditures | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind | Amount UnspentAmountUnspent |
|---|---|---|---|---|---|---|---|---|
| 194022795 | 1092348 | 158297067 | 2008 | 1 | 0 | 1 | 1 | |
| 144677217 | 1039400 | 143637817 | 2008 | 0 | 0 | 1 | 1 | |
| 150740726 | 1518234 | 0 | 1 | 1 | 1 | |||
| 126815680 | 1250000 | 104201677 | 0 | 0 | 0 | 1 | 21364003 |
Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Bond Counsel Routinely EngagedBondCounselRoutinelyEngaged | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Total Private Business UseTotalPrivateBusinessUse | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|---|---|---|
| 0 | 1 | 1 | 1 | 0 | 0.00000 | 0.00000 | 1 |
| 0 | 1 | 1 | 1 | 0 | 0.00000 | 0.00000 | 1 |
| 0 | 1 | 1 | 1 | 0 | 0.00000 | 0.00000 | 1 |
| 0 | 0 | 0 | 0 | 0 | 1 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate | Business Name Line2NameOfHedgeProvider/BusinessNameLine2 | Term Of HedgeTermOfHedge |
|---|---|---|---|---|---|---|---|
| (no name) | |||||||
| 0 | 0 | 0 | 0 | 0 | 0 | ||
| Morgan Stanley and | |||||||
| 1 | 1 | 1 | 0 | 1 | 0 | other banks | 37.000000000000 |
| (no name) | |||||||
| 0 | 0 | 0 | 0 | 0 | 0 | ||
| Morgan Stanley and | |||||||
| 0 | 1 | 1 | 0 | 0 | 0 | other banks | 37.000000000000 |
Schedule L IRS990ScheduleL
Form990 Schedule L Part III Form990ScheduleLPartIII (2 entries)
| Name Of Interested PersonNameOfInterestedPerson | Relationship With OrganizationRelationshipWithOrganization | Type Of AssistanceTypeOfAssistance |
|---|---|---|
| na | n/a | merit-based scholarship Amount $ 2000. |
| na | n/a | research grant Amount $ 41085. |
Form990 Schedule L Part IV Form990ScheduleLPartIV (16 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| Northern Trust | |||
| Nicholas D Chabraja,Trustee; was serving as a bank director | 723931 | Bank and investment transaction fees less interest earned from bank | 0 |
| Northern Trust | |||
| William Osborn, Trustee; was serving as a bank director | 723931 | Bank and investment transaction fees less interest earned from bank | 0 |
| Technology Crossover Ventures | |||
| Jay C. Hoag, Trustee; partner w/ ownership interest over 5% | 2454084 | Investment in two venture capital funds: Technology Crossover Ventures VI and VIIA | 0 |
| Rndtable Hlthcare Ptnrs | |||
| Lester B. Knight, Trustee; was serving as a director | 1335290 | Investment in two private equity funds: Roundtable Healthcare Partners and Roundtable Healthcare Partners II | 0 |
| Nicor Gas | |||
| R. Eden Martin, Trustee; was serving as a director | 1270929 | Utility services. | 0 |
| Aon Corporation | |||
| Lester B. Knight, Trustee; was serving as a director | 109240 | Insurance broker | 0 |
| Aon Corporation | |||
| R. Eden Martin, Trustee; was serving as a director | 109240 | Insurance broker | 0 |
| Thoma Cressey Fd | |||
| Lee. M. Mitchell, Trustee; partner w/ ownership interest over 5% | 3044872 | Investment in three private equity funds: Thoma Cressey Fund VI, Thoma Cressey Fund VIII, and Thoma Bravo Fund IX | 0 |
| Madison Dearborn | |||
| John A. Canning, Jr., Trustee; partner w/ ownership interest over 5% | 309137 | Investment in five private equity funds: Madison Dearborn II, III, IV, V and VI. | 0 |
| New Enterprise Associates | |||
| Peter J. Barris, Trustee; partner w/ ownership interest over 5% | 543242 | Investment in six venture capital funds: NEA VIII, VIIIA, IX, X, XI, and XII. | 0 |
| RCPI Landmark Properties LLC | |||
| A. Steven Crown, Trustee; partner w/ ownership interest over 5% | 120138 | Property rental | 0 |
| NanoInk Inc | |||
| Ann Lurie, Trustee; direct and indirect ownership interest over 35% | 45646 | License of intellectual property | 0 |
| Leigh Bienen | |||
| Family member of Henry S. Bienen, Key Employee | 69657 | Employment. | 0 |
| Charlotte Cubbage | |||
| Family member of Alan K. Cubbage, Officer | 69863 | Employment | 0 |
| Jennifer Linzer | |||
| Family member of Daniel I. Linzer, Officer | 37561 | Employment | 0 |
| Jennifer Cline | |||
| Family member of Thomas G. Cline, Officer | 17594 | Employment | 0 |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 15 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 41722 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV on date of gift | MethodOfDeterminingRevenues |
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 107618 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV on date of gift | MethodOfDeterminingRevenues |
Clothing And Household Goods ClothingAndHouseholdGoods
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 5250 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV on date of gift | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 360 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 10036205 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Proceeds from sale | MethodOfDeterminingRevenues |
Securities Prtnrshp Trust Intrsts SecuritiesPrtnrshpTrustIntrsts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 875210 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV on date of gift | MethodOfDeterminingRevenues |
Food Inventory FoodInventory
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 4 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 9945 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV on date of gift | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (2 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | Event/tickets | 78 | 107583 | FMV on date of gift |
| X | Equip/softwre | 6 | 802498 | FMV on date of gift |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 3 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (21 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| Form 990, Part VI, Section A, line 2 | Business Relationships: John A. Canning, Jr. and T. Bondurant French John A. Canning, Jr. and Lester B. Knight John A. Canning, Jr. and Timothy P. Sullivan John A. Canning, Jr. and Eugene Sunshine Lester B. Knight and D. Gideon Searle Lester B. Knight and Patrick G. Ryan Lester B. Knight and J.B. Pritzker Lester B. Knight and William A. Osborn Lester B. Knight and T. Bondurant French Lester B. Knight and A. Steven Crown Lester B. Knight and R. Eden Martin Lester B. Knight and M. Jude Reyes | |
| Form 990, Part VI, Section A, line 2 | Business Relationships continued: R. Eden Martin and Charles W. Douglas William A. Osborn and Nicholas D. Chabraja William A. Osborn and Miles D. White M. Jude Reyes and A. Steven Crown M. Jude Reyes and William A. Osborn M. Jude Reyes and Patrick G. Ryan Family Relationships: Patrick G. Ryan and Patrick G. Ryan, Jr. | |
| Form 990, Part VI, Section B, line 11 | A hard copy of the University's final Form 990 (including all required schedules), was provided to each voting member of the University's governing body prior to filing. That version of the Form 990 is identical to the one ultimately filed with the IRS. Prior to providing a copy to the governing body, a draft of the Form 990 was reviewed by the Committee on Audit of the Board of Trustees, which is comprised of a subset of members from the governing body who review the accounting procedures and controls of the University. | |
| Form 990, Part VI, Section B, line 12c | Conflict of Interest Policies: University ByLaws require that any conflict of interest of any Trustee, Officer or their immediate families be disclosed to the Board of Trustees in writing. An Officer shall call any conflict of interest to the attention of the President. If the matter is being considered by the Board of Trustees or one of its committees, such Officer is not permitted to participate in or make recommendations about the conflict of interest under discussion, except to the extent the Officer is required by the Trustees or other officers to answer pertinent questions related to the conflict. A Trustee having a conflict of interest shall call it to the attention of the Board or committee and shall abstain on voting on the subject. The Trustee is encouraged to answer pertinent questions when the his/her knowledge of the subject will assist the Board or any of its committees. Potential conflicts of interest of Trustees and Officers are reviewed by the University's General Counsel. Pursuant to the University's staff and faculty Conflict of Interest Policies, employees are required to disclose potential conflicts of interest to the University on an annual basis. Employees receive annual reminders to complete a conflict of interest questionnaire and responses are submitted electronically and reviewed by each employee's supervisor. Potential conflicts are further reviewed by the University's Department of Human Resources and action taken by senior management as needed. | |
| Form 990, Part VI, Section B, line 15 | The Compensation Committee of the Board includes members of the University's governing body who are not related or controlled by the employees whose compensation they are reviewing. To assess the reasonableness of employee compensation, the Compensation Committee of the Board relies on formal surveys and comparability data prepared and compiled by outside consultants who have expertise in the field of executive compensation assessment and benchmarking. The Compensation Committee of the Board met in June 2008 to review and approve fiscal year 2009 (September 1, 2008 to August 31, 2009) salaries and met in June 2009 to review and approve fiscal year 2010 (September 1, 2009 to August 31, 2010) salaries. Actions undertaken by the Compensation Committee of the Board are contemporaneously documented in the minutes of each meeting. Compensation Committee of the Board reviewed and approved compensation of all current officers listed in Part VII, Section A. The Committee reviewed and approved compensation of all current key employees listed in Part VII, Section A with the exception of Jeffrey Miller (Vice Dean and Chief Operating Officer of Feinberg School of Medicine). Jeffrey Miller's compensation is reviewed and approved annually by the Vice President for Medical Affairs and Dean of the Feinberg School of Medicine and comparability data prepared by third-party professional consultants is used to assess his compensation. | |
| Form 990, Part VI, Section C, line 19 | Governing documents: The University maintains an Office for University Relations where information requests from the public are processed. Conflict of Interest Policies: The University's conflict of interest policy for faculty and staff is posted on the University's website. Additional detail policies, including the trustee policy, are available upon request. Financial Statements: The University's annual audited consolidated financial statements are available as pdf documents to be downloaded on demand from the University website. | |
| Schedule G, Part I, Line 2b, Column (v) | The following professional fundraisers received reimbursements for expenses associated with their services to the University (the amount of expenses reimbursed paid are reflected): RuffaloCODY ($11,539) and Carol O'Brien Associates ($680). Agreements with professional fundraising services permit reimbursement for direct expenses such as printing, mailing and shipping. | Explanation of Fundraising Payments |
| Schedule G, Part I, line 3 State exemptions and registrations No registration is required in Delaware, Idaho, Indiana, Iowa, Montana, Nebraska, Nevada, South Dakota, Vermont or Wyoming. University has requested confirmation of exemption from New Jersey. The University continues the process of registering, applying for exemption from registration or confirming exemption from registration in the states not listed in Part I, line 3 that require such action. | ||
| Schedule J, Part I Average hours per week devoted to related organizations The following individuals listed in column A provided estimated average hours per week to related organizations as noted: J. Larry Jameson, 30 hours Patrick M. McCarthy, 40 hours Murad Alam, 40 hours Thomas A. Mustoe, 30 hours H. Huntington Batjer, 30 hours Lewis Landsberg, 30 hours | ||
| Schedule K, Part I, column (c) Bond Issues; CUSIP # The following bond issuances are associated with additional CUSIP numbers as noted: (B) IFA - Series 2004 CUSIP #45200BFD5; (D) IFA-Series 2008 CUSIP #45200FLA5, and #45200FLB3. | ||
| Schedule K, Part III, line 3c Private Business Use The University engages bond counsel and performs a review of management or service contracts and research agreements at the time of any new bond issuances, generally every two years. At that time all existing bond issuances and private use are re-examined and re-documented. The University monitors private use changes internally on an ongoing basis. | ||
| Schedule K, Part IV, line 3 Arbitrage; Name of provider and term of hedge Hedge providers and terms of hedges for bonds (B) IFA-Series 2004 and (D) IFA-Series 2008 are as follows: Morgan Stanley Capital Services, 25 and 37 years; Bank of America, 25 and 37 years; JP Morgan, 25 and 37 years. | ||
| Schedule K, Part II, Line 9 Bond (A) Form 8038 Bond (A)IEFA - Series 2003 bond proceeds were used in part to refund 1993 bonds on December 1, 2003, and therefore represent a current refunding of the 1993 bonds. Form 8038 line 27 states that it is a current refunding; however, there is a typographical error on line 35 indicating a final 1993 bond call date of December 1, 2013. The correct date is December 1, 2003; the University has requested that the issuer file an amended Form 8038 to correct this error. | ||
| Schedule K, Part II, Line 9 Bond (C) Form 8038 Bond(C)IFA - Series 2006 bonds were issued to refund bondes issued December 3, 1997. Form 8038 incorrectly identified the costs of issuance on line 30 as non-refunding proceeds of the issue; these proceeds should be reflected on line 24. There were no non-refunding proceeds of the 2006 issue; the University has requested that the issuer file an amended Form 8038 to correct this error. | ||
| Schedule K, Part III, line 4 Funding sources and private usage The University finances acquisition, construction, or renovation of University facilities with multiple funding sources including tax exempt bond issues. There is a small amount of monitored private use within the facilities partially financed by bonds, however such usage was financed from other sources. | ||
| Schedule K, Part IV, line 5 Gross proceeds investment period As disclosed on the Form 8038-T filed November 2009 for Bond (B) IFA - Series 2006, gross proceeds were invested beyond an available temporary period and the University calculated and made a yield reduction payment in the amount of $310,118. | ||
| Schedule L, Part III; part IV Interested Persons Schedule L, Part III: Grant or assistance benefitting interested persons was given pursuant to objective criteria. Schedule L, Part IV: Amounts reflected with respect to the business transaction relating to Technology Crossover Ventures represent venture capital purchases less capital gains and income during the tax year. Amounts reflected with respect to the business transaction relating to Roundtable Healthcare Partners represent expenses and private equity purchases less capital gains and income during the tax year. Amounts reflected with respect to the business transactions relating to Aon Corporation represent payments made to its affiliate, Aon Risk Services of Illinois during the tax year. Amounts reflected with respect to the business transaction relating to Thoma Cressey Funds represent capital gains and income less expenses and private equity purchases during the tax year. Amounts reflected with respect to the business transaction relating to Madison Dearborn represent capital gains and income less expenses and private equity purchases during the tax year. Amounts reflected with respect to the business transaction relating to New Enterprise Associates represent capital gains less venture capital purchases during the tax year. Investment of University assets are governed by an Investment Policy and monitored by an Investment Committee of the Board of Trustees. | ||
| Schedule R, Part II Identification of Related Tax-Exempt Organizations Northwestern Medical Faculty Foundation is included as a "related organization" because under its current bylaws, its clinical department chairs comprise a majority of its directors. These individuals are also employed as chairs of the corresponding academic departments within the Feinberg School of Medicine of Northwestern University. However, the two organizations do not stand in the roles of parent and subsidiary. They are separate legal entities, and Northwestern Medical Faculty Foundation is not subject to control by Northwestern University or vice-versa. | ||
| Schedule R, Part V Method used to determine the value of services, cash, and other assets Transactions to and from external entities are recorded in the University's financial system. Payments received are identified and recorded into the appropriate chart string (account code) with a description of the purpose. Payments made to vendors are recorded into the appropriate chart string (account code) with a description of the payee and purpose. | ||
| Part VI, Line 9 | The University does not have local chapters, branches, lodges, units or similar affiliates. As described in Schedule F, the University has one international campus, located in Doha, Qatar. The University has a number of affiliation agreements and arrangements with other research and educational institutions but the University does not have authority to exercise supervision and control of such institutions. | Local chapters, branches, or affiliates |
| Part VI, Line 16b | The University does not have a written policy regarding joint ventures in general. However, joint venture agreements are reviewed by the University's Office of General Counsel to evaluate whether the arrangement furthers the mission of the University and to ensure the safeguarding of University's assets. The University also has guidelines concerning joint ventures in its technology transfer and investments policies. | Joint venture arrangements |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (7 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA |
|---|---|---|---|---|---|---|---|---|---|
| Rubicon Insurance Company | |||||||||
| 2020 Ridge Ave | Evanston | IL | 60208 | 363694409 | Providing medical malpractice coverage | IL | 501(c)(3) | 11b | N/A |
| Northwestern Medical Faculty Foundation | |||||||||
| 680 N Lakeshore Dr | Chicago | IL | 60611 | 363097297 | Patient care, teaching | IL | 501(c)(3) | 9 | N/A |
| Students Publishing Company | |||||||||
| 1999 Sheridan Rd | Evanston | IL | 60208 | 366002654 | Publishes student periodicals | IL | 501(c)(3) | 11a | N/A |
| Mcgaw Medical Center of Northwestern University | |||||||||
| 420 E Superior St | Chicago | IL | 60611 | 362656113 | Coordination of medical residents | IL | 501(c)(3) | 11a | N/A |
| The Big Ten Conference Inc | |||||||||
| 1500 W Higgins Rd | Park Ridge | IL | 60068 | 363640583 | Facilitate quality intercollegiate athletic competition | IL | 501(c)(3) | 11b | N/A |
| Northwestern University Employees Benefit Trust | |||||||||
| PO Box 803878 Northern Trust at Tru | Chicago | IL | 60680 | 363180819 | Providing health insurance benefits to current and former eligible employees | IL | 501(c)(9) | N/A | |
| Northwestern University Employees Benefit Trust Dental | |||||||||
| PO Box 803878 Northern Trust at Tru | Chicago | IL | 60680 | 363591834 | Providing health insurance benefits to current and former eligible employees | IL | 501(c)(9) | N/A | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 1 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (6 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| Rubicon Insurance Company | |
| Q | 7196436 |
| Rubicon Insurance Company | |
| P | -1109456 |
| Northwestern Medical Faculty Foundation | |
| Q | 2046638 |
| Northwestern Medical Faculty Foundation | |
| P | 43572070 |
| Northwestern University Employees Benefit Trust | |
| Q | 24280668 |
| Northwestern University Employees Benefit Trust Dental | |
| Q | 2369202 |
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