FURP.ORG / PUBLIC DATA EXPLORER

THE MEDICAL COLLEGE OF WISCONSIN INC: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
THE MEDICAL COLLEGE OF WISCONSIN INC (EIN 39-0806261)
Tax period
2024-07-01 to 2025-06-30
Filed
2026-05-15
IRS object ID
202611359349309206
Schema version
2024v5.2
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-05-15T12:22:42-05:00ReturnTs
Tax Period End2025-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PwC US Tax LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1101 SEAPORT BLVD SUITE 500AddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02210ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN390806261EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE MEDICAL COLLEGE OF WISCONSIN INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% PAMELA J STANICKInCareOfNm
Business Name ControlMEDIBusinessNameControlTxt
Phone4149558665PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18701 Watertown Plank RoadAddressLine1Txt
CityMilwaukeeCityNm
State AbbreviationWIStateAbbreviationCd
ZIP532263548ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMATTHEW J LESTERPersonNm
Person TitleEVP FINANCE/COOPersonTitleTxt
Phone4149558740PhoneNum
Signature2026-05-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPAUL J TANISPreparerPersonNm
PTINP01441612PTIN
Phone6175305000PhoneNum
Preparation2026-05-13PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJOHN R RAYMOND SR MDPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line18701 Watertown Plank RoadAddressLine1Txt
CityMilwaukeeCityNm
State AbbreviationWIStateAbbreviationCd
ZIP532263548ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$2,320,552,925GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresshttp://www.mcw.eduWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1918FormationYr
Legal Domicile StateWILegalDomicileStateCd
Activity Or MissionTHE MEDICAL COLLEGE OF WISCONSIN (MCW) IS A DISTINGUISHED LEADER AND INNOVATOR IN THE EDUCATION AND DEVELOPMENT OF THE NEXT GENERATION OF PHYSICIANS, (CONTINUED IN SCHEDULE O)ActivityOrMissionDesc
Voting Members Governing Body28VotingMembersGoverningBodyCnt
Voting Members Independent24VotingMembersIndependentCnt
Total Employee8196TotalEmployeeCnt
Total Volunteers26TotalVolunteersCnt
Total Gross UBI-$4,125,170TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$36,308NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$222,011,817PYContributionsGrantsAmt
CY Contributions Grants$226,082,409CYContributionsGrantsAmt
PY Program Service Revenue$1,305,967,100PYProgramServiceRevenueAmt
CY Program Service Revenue$1,399,529,898CYProgramServiceRevenueAmt
PY Investment Income$76,648,855PYInvestmentIncomeAmt
CY Investment Income$128,610,509CYInvestmentIncomeAmt
PY Other Revenue$2,813,370PYOtherRevenueAmt
CY Other Revenue$4,111,323CYOtherRevenueAmt
PY Total Revenue$1,607,441,142PYTotalRevenueAmt
CY Total Revenue$1,758,334,139CYTotalRevenueAmt
PY Grants And Similar Paid$64,474,204PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$65,670,189CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,225,313,002PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,296,679,542CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$115,703PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$25,548CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$8,129,022CYTotalFundraisingExpenseAmt
PY Other Expenses$294,727,149PYOtherExpensesAmt
CY Other Expenses$319,926,669CYOtherExpensesAmt
PY Total Expenses$1,584,630,058PYTotalExpensesAmt
CY Total Expenses$1,682,301,948CYTotalExpensesAmt
PY Revenues Less Expenses$22,811,084PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$76,032,191CYRevenuesLessExpensesAmt
Total Assets BOY$3,274,618,395TotalAssetsBOYAmt
Total Assets EOY$3,469,802,142TotalAssetsEOYAmt
Total Liabilities BOY$817,754,846TotalLiabilitiesBOYAmt
Total Liabilities EOY$800,602,172TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,456,863,549NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$2,669,199,970NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE MEDICAL COLLEGE OF WISCONSIN (MCW) IS A DISTINGUISHED LEADER AND INNOVATOR IN THE EDUCATION AND DEVELOPMENT OF THE NEXT GENERATION OF PHYSICIANS, (CONTINUED IN SCHEDULE O)MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$155,373,919ExpenseAmt
Grant$20,411,800GrantAmt
Revenue$117,261,513RevenueAmt
DescSEE SCHEDULE ODesc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$379,314,578ExpenseAmt
Grant$35,803,628GrantAmt
Revenue$85,964,437RevenueAmt
DescSEE SCHEDULE ODesc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$984,389,706ExpenseAmt
Grant$244,861GrantAmt
Revenue$1,194,943,995RevenueAmt
DescSEE SCHEDULE ODesc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$28,473,199TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$9,209,900TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$1,359,953TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$1,547,551,402TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingYes (true)SchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgYes (true)MoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingYes (true)ProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsYes (true)TaxExemptBondsInd
Invest Tax Exempt BondsYes (true)InvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (true)BusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityYes (true)DisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document3328IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee8196EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtYes (true)SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncYes (true)SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members28GoverningBodyVotingMembersCnt
Independent Voting Member24IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsYes (true)ChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VentureYes (true)InvestmentInJointVentureInd
Written Policy Or ProcedureYes (true)WrittenPolicyOrProcedureInd
States Where Copy Of Return Is FldHIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonPAMELA J STANICKPersonNm
Phone4149558665PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18701 WATERTOWN PLANK RDAddressLine1Txt
CityMILWAUKEECityNm
State AbbreviationWIStateAbbreviationCd
ZIP53226ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (63 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtHighest Compensated EmployeeHighestCompensatedEmployeeIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndKey EmployeeKeyEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
MAX C LEE MD
ASST PROF-NEUROSURGERY40.00.0Yes (X)$2,518,112$0$62,894
MICHAEL EDWARD MITCHELL MD
CHIEF, PROF-PED CARDIAC SURG1.039.0Yes (X)$1,951,025$0$64,441
JOHN R RAYMOND SR MD
TRUSTEE/PRESIDENT AND CEO40.00.0$1,637,184$0$310,119Yes (X)Yes (X)
SAMAN SHABANI MD
ASST PROF-NEUROSURGERY40.00.0Yes (X)$1,872,699$0$68,180
ABDEL ALQWASMI MD
PHYSICIAN-HEMATOLOGY/ONCOLOGY40.00.0Yes (X)$1,808,484$0$68,163
JOSEPH E KERSCHNER MD
SEE SCHEDULE O FOR TITLE39.50.5$1,583,187$0$193,612Yes (X)Yes (X)
MATTHEW COOPER MD
CHIEF, PROF-TRANSPLANT SURGERY40.00.0Yes (X)$1,523,101$0$64,441
DAVID KING MD
TRUSTEE40.00.0$1,190,917$0$61,180Yes (X)
MATTHEW LESTER
EXEC VP-FINANCE & ADMIN, COO40.00.0$859,882$0$150,396Yes (X)
DEBORAH M COSTAKOS MD
SEE SCHEDULE O FOR TITLE35.05.0$858,747$0$51,887Yes (X)
CHERYL A MAURANA PHD
SEE SCHEDULE O FOR TITLE40.00.0$757,864$0$90,790Yes (X)
M AILEEN SHINAMAN JD
SR VP-GENERAL COUNSEL/ASST SEC40.00.0$679,078$0$69,119Yes (X)
MARA LORD PHD
SR VP-CHF STRATEGY & GRWTH OFF40.00.0$616,416$0$112,056Yes (X)
SHELISA DALTON
CHIEF FINANCIAL OFFICER40.00.0$589,325$0$113,035Yes (X)
DAVID A MARGOLIS MD
SEE SCHEDULE O FOR TITLE30.010.0$632,913$0$54,769Yes (X)
ADRIENNE MITCHELL
SR VP-HR, CHIEF PEOPLE OFFICER40.00.0$542,368$0$122,114Yes (X)
KEVIN R REGNER MD
SEE SCHEDULE O FOR TITLE40.00.0$546,960$0$48,472Yes (X)
DAVID HOTCHKISS
VP-INFORMATION SERVICES, CIO40.00.0$465,702$0$105,678Yes (X)
JASON E KRAISS
VP-INST ADVANCEMENT, CDO40.00.0$448,637$0$101,106Yes (X)
GREGORY M WESLEY JD
SEE SCHEDULE O FOR TITLE40.00.0$457,558$0$64,820Yes (X)
CURT D SIGMUND PHD
TRUSTEE40.00.0$463,687$0$51,627Yes (X)
ROY L SILVERSTEIN MD
SEE SCHEDULE O FOR TITLE40.00.0$432,359$0$53,705Yes (X)
KEVIN M EIDE
VP-FIN PLANNING/DATA ANALYTICS40.00.0$374,496$0$96,135Yes (X)
PAMELA J STANICK
VP-FINANCE & TREASURY40.00.0$372,586$0$72,540Yes (X)
TENNILLE SIFUENTES
VP-CORP COMPLIANCE/RISK MGT40.00.0$334,354$0$95,022Yes (X)
JEFFREY BORNEMANN
VP-FACILITIES & OP TO 3/2/2540.00.0$339,891$0$89,352Yes (X)
GEORGE MACKINNON III PHD
DEAN, SCHOOL OF PHARMACY40.00.0$371,682$0$56,117Yes (X)
SUSAN MELCHER
VP-TOTAL REWARDS/HR ANALYTICS40.00.0$346,708$0$69,438Yes (X)
C GREER JORDAN PHD
VP-ANCHOR PARTNERSHIPS40.00.0$335,642$0$69,984Yes (X)
DAISY SAHOO PHD
DEAN, SCHOOL OF GRAD STUDIES40.00.0$339,099$0$62,456Yes (X)
NATHAN BERKEN
VP-GOVERNMENT RELATIONS40.00.0$268,773$0$88,749Yes (X)
KIMARA ELLEFSON
FORMER INTERIM VP-HR40.00.0$288,454$0$52,717Yes (X)
MARY REINKE
VP-MARKETING & COMMUNICATIONS40.00.0$268,622$0$45,217Yes (X)
JENNIFER S BULTMAN
SEE SCHEDULE O FOR TITLE40.00.0$243,548$0$55,824Yes (X)
RAVINDRA P MISRA PHD
FMR DEAN, SCHOOL OF GRAD STUD40.00.0$212,683$0$31,746Yes (X)
JOHN T NEWSOME JD
FMR SR VP-GEN COUNSEL/ASST SEC10.00.0$140,563$0$0Yes (X)
ELIZABETH BRENNER
TRUSTEE/CHAIR3.00.0$0$0$0Yes (X)Yes (X)
PHILIP B FLYNN
TRUSTEE/IMMEDIATE PAST CHAIR1.00.0$0$0$0Yes (X)Yes (X)
JOHN DONOFRIO
TRUSTEE/VICE CHAIR2.00.0$0$0$0Yes (X)Yes (X)
JACQUELINE HERD-BARBER
TRUSTEE/SECRETARY1.00.0$0$0$0Yes (X)Yes (X)
JON D HAMMES
TRUSTEE/TREASURER1.00.0$0$0$0Yes (X)Yes (X)
CHRISTY L BROWN
TRUSTEE1.00.0$0$0$0Yes (X)
BARBARA CALKINS MD
TRUSTEE1.00.0$0$0$0Yes (X)
LINDA G GORENS-LEVEY
TRUSTEE1.00.0$0$0$0Yes (X)
PAUL W GRIEPENTROG
TRUSTEE1.00.0$0$0$0Yes (X)
JOHN M GROGAN
TRUSTEE1.00.0$0$0$0Yes (X)
NANCY HERNANDEZ
TRUSTEE1.00.0$0$0$0Yes (X)
TED D KELLNER
TRUSTEE1.00.0$0$0$0Yes (X)
DAVID LUBAR
TRUSTEE1.00.0$0$0$0Yes (X)
GREGORY S MARCUS
TRUSTEE1.00.0$0$0$0Yes (X)
ANTHONY MCHENRY
TRUSTEE1.00.0$0$0$0Yes (X)
CHRIS MISKEL
TRUSTEE1.00.0$0$0$0Yes (X)
JUSTIN L MORTARA PHD
TRUSTEE1.00.0$0$0$0Yes (X)
JANIS M ORLOWSKI MD
TRUSTEE1.00.0$0$0$0Yes (X)
GIL PERI
TRUSTEE AS OF 8/12/241.00.0$0$0$0Yes (X)
WARREN D PIERSON
TRUSTEE1.00.0$0$0$0Yes (X)
R JAN PIROZZOLO-MELLOWES
TRUSTEE1.00.0$0$0$0Yes (X)
AUSTIN RAMIREZ
TRUSTEE1.00.0$0$0$0Yes (X)
KRISTINA M ROPELLA PHD
TRUSTEE1.00.0$0$0$0Yes (X)
STEVE SCHWAB MD
TRUSTEE1.00.0$0$0$0Yes (X)
RICH TENNESSEN
TRUSTEE1.00.0$0$0$0Yes (X)
PEGGY TROY
TRUSTEE TO 8/11/241.00.0$0$0$0Yes (X)
BRIAN S COWPERTHWAITE
VP-FACILITIES &OP AS OF 3/3/2440.00.0$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$23,517,641TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$2,346,301TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K2993IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
M A MORTENSON CO
115 S 84TH STREET SUITE 400MILWAUKEEWI53214CONSTRUCTION SERVICE$59,103,256
FROEDTERT HEALTH MEDICAL GROUP
9200 W WISCONSIN AVENUEMILWAUKEEWI53226PHYSICIAN/SHARED SVC$17,527,730
NATIONAL MARROW DONOR PROGRAM
500 N 5TH STREETMINNEAPOLISMN55401RESEARCH SUBCONTRACT$16,438,925
FROEDTERT MEMORIAL LUTHERAN HOSPITA
9200 W WISCONSIN AVENUEMILWAUKEEWI53226CONTRACTUAL SERVICES$15,044,490
FROEDTERT THEDACARE HEALTH INC
9200 W Wisconsin AveMILWAUKEEWI53226CONTRACTUAL SERVICES$12,677,844
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K201CntrctRcvdGreaterThan100KCnt
Fundraising$772,490FundraisingAmt
Government Grants$178,136,261GovernmentGrantsAmt
All Other Contributions$47,173,658AllOtherContributionsAmt
Noncash Contributions$1,473,529NoncashContributionsAmt
Total Contributions$226,082,409TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
CLINICAL PRACTICE PLAN REVENUE621110$769,595,620$769,582,021$13,599
PHYSICIAN CONTRACTS/AFFILIATE SVCS621110$327,461,776$327,461,776
MEDICARE/MEDICAID PAYMENTS621110$138,490,818$138,490,818
MEDICAL INSTRUCTION TUITION AND FEES611600$90,853,035$90,853,035
NON-GOVERNMENTAL GRANTS AND CONTRACTS541700$68,711,273$68,711,273

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,417,376TotalRevenueColumnAmt
Related Or Exempt Func Income$4,417,376RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$1,399,529,898TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$39,979,981TotalRevenueColumnAmt
Unrelated Business Revenue-$4,776,074UnrelatedBusinessRevenueAmt
Exclusion$44,756,055ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,254TotalRevenueColumnAmt
Exclusion$4,254ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,761,733TotalRevenueColumnAmt
Exclusion$3,761,733ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$4,671,053RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$4,326,184RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$344,869RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$344,869TotalRevenueColumnAmt
Exclusion$344,869ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$641,626,862SecuritiesAmt
Other$4,649,573OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$557,572,463SecuritiesAmt
Other$77,698OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$84,054,399SecuritiesAmt
Other$4,571,875OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$88,626,274TotalRevenueColumnAmt
Unrelated Business Revenue$557,505UnrelatedBusinessRevenueAmt
Exclusion$88,068,769ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$60,638FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$772,490ContriRptFundraisingEventAmt
Fundraising Direct Expenses$135,717FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$75,079TotalRevenueColumnAmt
Exclusion-$75,079ExclusionAmt
FieldValueIRS element (for citing)
Gaming Gross Income$0GamingGrossIncomeAmt
Gaming Direct Expenses$0GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$186,524GrossSalesOfInventoryAmt
Cost Of Goods Sold$106,724CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$79,800TotalRevenueColumnAmt
Unrelated Business Revenue$79,800UnrelatedBusinessRevenueAmt
FieldValueIRS element (for citing)
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,758,334,139TotalRevenueColumnAmt
Related Or Exempt Func Income$1,399,516,299RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue-$4,125,170UnrelatedBusinessRevenueAmt
Exclusion$136,860,601ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$46,204,480TotalAmt
Program Services$46,204,480ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$18,628,267TotalAmt
Program Services$18,628,267ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$837,442TotalAmt
Program Services$837,442ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$18,970,453TotalAmt
Program Services$5,919,635ProgramServicesAmt
Management And General$12,150,303ManagementAndGeneralAmt
Fundraising$900,515FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$4,244,145TotalAmt
Program Services$3,931,700ProgramServicesAmt
Management And General$312,445ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,059,342,926TotalAmt
Program Services$1,009,634,934ProgramServicesAmt
Management And General$45,456,979ManagementAndGeneralAmt
Fundraising$4,251,013FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$58,842,846TotalAmt
Program Services$55,644,736ProgramServicesAmt
Management And General$2,923,579ManagementAndGeneralAmt
Fundraising$274,531FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$96,106,574TotalAmt
Program Services$91,721,835ProgramServicesAmt
Management And General$4,027,166ManagementAndGeneralAmt
Fundraising$357,573FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$59,172,598TotalAmt
Program Services$55,503,753ProgramServicesAmt
Management And General$3,365,904ManagementAndGeneralAmt
Fundraising$302,941FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$1,404,706TotalAmt
Program Services$789,216ProgramServicesAmt
Management And General$615,490ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$832,103TotalAmt
Management And General$832,103ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$299,716TotalAmt
Program Services$284,470ProgramServicesAmt
Management And General$15,246ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$25,548TotalAmt
Fundraising$25,548FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$10,594,691TotalAmt
Management And General$10,594,691ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$99,920,426TotalAmt
Program Services$88,519,976ProgramServicesAmt
Management And General$10,584,866ManagementAndGeneralAmt
Fundraising$815,584FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$2,930,443TotalAmt
Program Services$2,894,686ProgramServicesAmt
Fundraising$35,757FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$7,286,822TotalAmt
Program Services$5,908,419ProgramServicesAmt
Management And General$1,234,883ManagementAndGeneralAmt
Fundraising$143,520FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$27,010,333TotalAmt
Program Services$5,573,152ProgramServicesAmt
Management And General$20,943,976ManagementAndGeneralAmt
Fundraising$493,205FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$1,346,936TotalAmt
Program Services$1,346,936ProgramServicesAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$41,197,144TotalAmt
Program Services$38,065,825ProgramServicesAmt
Management And General$3,079,302ManagementAndGeneralAmt
Fundraising$52,017FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$9,678,714TotalAmt
Program Services$9,187,461ProgramServicesAmt
Management And General$328,829ManagementAndGeneralAmt
Fundraising$162,424FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$10,645,969TotalAmt
Program Services$10,270,361ProgramServicesAmt
Management And General$306,760ManagementAndGeneralAmt
Fundraising$68,848FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$10,259,183TotalAmt
Program Services$9,341,358ProgramServicesAmt
Management And General$917,825ManagementAndGeneralAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$33,079,127TotalAmt
Program Services$30,233,496ProgramServicesAmt
Management And General$2,803,095ManagementAndGeneralAmt
Fundraising$42,536FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,390,280TotalAmt
Program Services$281,933ProgramServicesAmt
Management And General$1,101,161ManagementAndGeneralAmt
Fundraising$7,186FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
MEDICAL & RESEARCH SUPPLIES$24,671,250$24,671,250
RESIDENTS & FELLOWS$13,140,395$13,140,395
DUES & SUBSCRIPTIONS$10,874,508$9,824,552$1,039,613$10,343
EQUIPMENT & MAINTENANCE$5,085,901$4,813,634$267,244$5,023

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$8,278,022TotalAmt
Program Services$4,377,500ProgramServicesAmt
Management And General$3,720,064ManagementAndGeneralAmt
Fundraising$180,458FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,682,301,948TotalAmt
Program Services$1,547,551,402ProgramServicesAmt
Management And General$126,621,524ManagementAndGeneralAmt
Fundraising$8,129,022FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$31,024BOYAmt
EOY$25,467EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$203,566,112BOYAmt
EOY$213,660,573EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$79,596,791BOYAmt
EOY$76,231,957EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$189,362,736BOYAmt
EOY$190,578,225EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

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

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

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

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

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

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$57,482BOYAmt
EOY$49,856EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$9,613,005BOYAmt
EOY$16,953,298EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$946,180,178LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$566,622,542LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$333,665,824BOYAmt
EOY$379,557,636EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$635,965,570BOYAmt
EOY$702,312,095EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$1,583,665,177BOYAmt
EOY$1,680,449,880EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$58,034,506BOYAmt
EOY$74,759,881EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$15,088,927BOYAmt
EOY$15,921,687EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$165,971,241BOYAmt
EOY$119,301,587EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$3,274,618,395BOYAmt
EOY$3,469,802,142EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$206,191,888BOYAmt
EOY$209,444,324EOYAmt

Grants Payable GrantsPayableGrp

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

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$65,097,314BOYAmt
EOY$51,067,956EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$455,511,792BOYAmt
EOY$442,459,564EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

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

Loans From Officers Directors LoansFromOfficersDirectorsGrp

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

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$8,354,468BOYAmt
EOY$8,293,679EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

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

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$82,599,384BOYAmt
EOY$89,336,649EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$817,754,846BOYAmt
EOY$800,602,172EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,570,692,465BOYAmt
EOY$1,728,931,322EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$886,171,084BOYAmt
EOY$940,268,648EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,456,863,549BOYAmt
EOY$2,669,199,970EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,274,618,395BOYAmt
EOY$3,469,802,142EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$76,032,191ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$138,870,881NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$2,566,651OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$240,236,197CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$224,509,895CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$214,545,386CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$222,011,817CurrentTaxYearMinus1YearAmt
Current Tax Year$226,082,409CurrentTaxYearAmt
Total$1,127,385,704TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$240,236,197CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$224,509,895CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$214,545,386CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$222,011,817CurrentTaxYearMinus1YearAmt
Current Tax Year$226,082,409CurrentTaxYearAmt
Total$1,127,385,704TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$0SubstantialContributorsTotAmt
Public Support Total170$1,127,385,704PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$31,482,806CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$33,299,295CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$32,225,265CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$41,490,084CurrentTaxYearMinus1YearAmt
Current Tax Year$53,193,095CurrentTaxYearAmt
Total$191,690,545TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$141,887CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$141,887TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$29,582CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$52,790CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$48,944CurrentTaxYearMinus1YearAmt
Current Tax Year$60,638CurrentTaxYearAmt
Total$191,954TotalAmt
FieldValueIRS element (for citing)
Total Support$1,319,410,090TotalSupportAmt
Gross Receipts Rltd Activities$6,105,818,954GrossReceiptsRltdActivitiesAmt
Public Support CY1700.85446PublicSupportCY170Pct
Public Support PY1700.86770PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule A, Part II, Section B, Line 10FormAndLineReferenceDesc
ExplanationOTHER INCOME INCLUDES GROSS INCOME FROM FUNDRAISING EVENTS.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

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

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Total Grassroots LobbyingTotalGrassrootsLobbyingGrp
Total Direct LobbyingTotalDirectLobbyingGrp
Total Lobbying ExpendTotalLobbyingExpendGrp
Other Exempt Purpose ExpendOtherExemptPurposeExpendGrp
Total Exempt Purpose ExpendTotalExemptPurposeExpendGrp
Lobbying Nontaxable AmountLobbyingNontaxableAmountGrp
Grassroots NontaxableGrassrootsNontaxableGrp
Tot Lbbyng Grassroot Mns Non TxTotLbbyngGrassrootMnsNonTxGrp
Tot Lbby Expend Mns Lbbyng Non TxTotLbbyExpendMnsLbbyngNonTxGrp
VolunteersYes (true)VolunteersInd
Paid Staff Or ManagementYes (true)PaidStaffOrManagementInd
Media AdvertisementsfalseMediaAdvertisementsInd
Mailings MembersYes (true)MailingsMembersInd
Publications Or BroadcastYes (true)PublicationsOrBroadcastInd
Grants Other OrganizationsfalseGrantsOtherOrganizationsInd
Direct Contact LegislatorsYes (true)DirectContactLegislatorsInd
Direct Contact Legislators$347,660DirectContactLegislatorsAmt
Rallies DemonstrationsfalseRalliesDemonstrationsInd
Other ActivitiesYes (true)OtherActivitiesInd
Total Lobbying Expenditures$347,660TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind
Form4720 Filed4912 Tax0Form4720Filed4912TaxInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule C, Part II-B, Lines 1a to 1hMCW attempted to influence legislative and administrative action of the State of Wisconsin, the federal government, and local governments in areas that relate to MCW's missions. The areas of legislative action were: education, research, health, public health, patient care, and healthcare practice issues, community engagement, insurance, budget, tax, and permit/citing-related issues. Administrative action included contacts to federal and state executive agencies and local governmental agency-related departments. MCW met with, called, and had virtual meetings with elected and agency officials. Contacts included written and electronic communications and testifying before committees. MEMBERS OF THE MCW BOARD OF TRUSTEES, AS VOLUNTEERS TO THE ORGANIZATION, OCCASIONALLY ASSIST MCW IN ADVOCATING WITHIN THE PUBLIC POLICY AREAS IDENTIFIED ABOVE. LOBBYING EXPENDITURES FOR IN HOUSE LOBBYIST'S COMPENSATION AND FRINGE BENEFITS AND EXTERNAL LOBBYIST'S CONTRACT FEES AND EXPENSES TOTALED $347,660.
Schedule C, Part II-B, Line 1iMCW pays membership dues to member organizations which may engage in lobbying activities. Therefore, an insubstantial portion of the dues may be attributable to lobbying activities.

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Art Public Exhibition AmountsArtPublicExhibitionAmountsGrp
Held Works ArtHeldWorksArtGrp

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,797,176,221BeginningYearBalanceAmt
Contributions$20,498,358ContributionsAmt
Investment Earnings Or Losses$200,790,196InvestmentEarningsOrLossesAmt
Grants Or Scholarships$2,381,548GrantsOrScholarshipsAmt
Other Expenditures$71,126,524OtherExpendituresAmt
Administrative Expenses$8,823,928AdministrativeExpensesAmt
End Year Balance$1,936,132,775EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,639,354,931BeginningYearBalanceAmt
Contributions$15,710,835ContributionsAmt
Investment Earnings Or Losses$228,397,254InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,936,134GrantsOrScholarshipsAmt
Other Expenditures$75,833,915OtherExpendituresAmt
Administrative Expenses$8,516,750AdministrativeExpensesAmt
End Year Balance$1,797,176,221EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,512,540,654BeginningYearBalanceAmt
Contributions$27,332,023ContributionsAmt
Investment Earnings Or Losses$176,994,522InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,708,295GrantsOrScholarshipsAmt
Other Expenditures$69,513,145OtherExpendituresAmt
Administrative Expenses$6,290,828AdministrativeExpensesAmt
End Year Balance$1,639,354,931EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,626,374,943BeginningYearBalanceAmt
Contributions$187,184,453ContributionsAmt
Investment Earnings Or Losses-$248,734,898InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,664,728GrantsOrScholarshipsAmt
Other Expenditures$43,064,397OtherExpendituresAmt
Administrative Expenses$7,554,719AdministrativeExpensesAmt
End Year Balance$1,512,540,654EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,233,714,567BeginningYearBalanceAmt
Contributions$22,691,492ContributionsAmt
Investment Earnings Or Losses$407,314,289InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,635,348GrantsOrScholarshipsAmt
Other Expenditures$27,162,823OtherExpendituresAmt
Administrative Expenses$8,547,234AdministrativeExpensesAmt
End Year Balance$1,626,374,943EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.60000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.24000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.16000TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$9,300,860OtherCostOrOtherBasisAmt
Book Value$9,300,860BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$462,726,177OtherCostOrOtherBasisAmt
Depreciation$304,536,142DepreciationAmt
Book Value$158,190,035BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$21,365,709OtherCostOrOtherBasisAmt
Depreciation$17,662,352DepreciationAmt
Book Value$3,703,357BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$315,030,085OtherCostOrOtherBasisAmt
Depreciation$243,475,860DepreciationAmt
Book Value$71,554,225BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$137,757,347OtherCostOrOtherBasisAmt
Depreciation$948,188DepreciationAmt
Book Value$136,809,159BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$379,557,636TotalBookValueLandBuildingsAmt
Financial DerivativesFinancialDerivativesGrp
Closely Held Equity InterestsCloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp (5 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
COMMINGLED BOND & EQUITY FUNDS$919,988,998F
HEDGE FUNDS$428,930,220F
PRIVATE ASSETS$330,404,289F
GUARANTEED INVSTMENT CONTRACTS$1,047,456F
OTHER$78,917F
FieldValueIRS element (for citing)
Total Book Value Securities$1,680,449,880TotalBookValueSecuritiesAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
LONG-TRM OPERATNG LEASE OBLIGATIONS$77,586,827
INTEREST RATE SWAP AGREEMENT$3,274,397
US GOVT SPONSORED LOAN FUND$8,475,425
FieldValueIRS element (for citing)
Total Liability$89,336,649TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule D, Part V, Line 4MCW's ENDOWMENT FUNDS HAVE BEEN ESTABLISHED FOR THE FOLLOWING PURPOSES: 1) PROVIDE FUNDING FOR ACTIVITIES THAT SUPPORT THE MISSIONS OF EDUCATION, RESEARCH, PATIENT CARE AND COMMUNITY ENGAGEMENT. 2) PROVIDE A REVENUE SOURCE FOR ENDOWED PURPOSES SUCH AS SCHOLARSHIPS, STUDENT LOANS, PROFESSORSHIPS, AND PROGRAM ENHANCEMENTS. 3) PROVIDE A REVENUE SOURCE FOR CAPITAL REQUIREMENTS. 4) PROVIDE A REVENUE SOURCE FOR INITIATIVES OF THE ADVANCING A HEALTHIER WISCONSIN PROGRAM. 5) PROVIDE A REVENUE SOURCE FOR PROGRAMS, ACTIVITIES, CONTINGENCIES AND OTHER PURPOSES AS THE BOARD OF TRUSTEES MAY CONSIDER APPROPRIATE. SCHEDULE D, PART VII THE GUARANTEED INVESTMENT CONTRACTS ARE ASSETS OF A FROZEN SECTION 457 DEFINED CONTRIBUTION RETIREMENT PLAN.
Schedule D, Part X, Line 2FASB ASC 740 FOOTNOTE: MCW applies the standards for accounting for uncertainty in income taxes contained in FASB ASC Topic 740, Income Taxes (ASC Topic 740). ASC Topic 740 addresses the determination of how tax benefits resulting from tax positions taken or expected to be taken on a tax return should be recorded in the consolidated financial statements. Under ASC Topic 740, the tax benefit from an uncertain tax position is recognized if it is more likely than not that the tax position will be sustained on examination by the taxing authorities, based on the technical merits of the position. The tax benefits recognized in the consolidated financial statements from such a position are measured based on the largest benefit that has a greater than 50% likelihood of being realized upon ultimate settlement. MCW does not have a liability for unrecognized tax benefits as of June 30, 2025.

Schedule E IRS990ScheduleE

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

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 3MCW HAS CLEAR AND CONSISTENT POLICIES WHICH PROHIBIT DISCRIMINATION ON THE BASIS OF RACE, COLOR, NATIONAL ORIGIN AND OTHER PROTECTED CLASSES, AND IT IMPLEMENTS THESE POLICIES ACROSS ADMISSIONS AS WELL AS OTHER ACADEMIC DECISIONS. MCW VALUES MERIT-BASED RECRUITMENT PRACTICES THAT ATTRACT QUALIFIED STUDENTS FROM VARIOUS BACKGROUNDS. MCW'S NON-DISCRIMINATION POLICY AND NOTICE OF COMPLIANCE WITH LAWS IS PUBLICIZED ON EVERY WEBPAGE OF MCW'S WEBSITE AND IN ITS BROCHURES AND PUBLICATIONS. THE CURRENT (2026) STATEMENT ON MCW'S WEBSITE READS AS FOLLOWS: **Non-Discrimination, Anti-Harassment, and Legal Compliance Statement** The Medical College of Wisconsin (MCW) is committed to fostering a diverse community of outstanding faculty, staff, and students, as well as ensuring equal educational opportunity, employment, and access to services, programs, and activities, without regard to an individual's race, color, national origin, religion, age, disability, sex, gender identity/expression, sexual orientation, marital status, pregnancy, predisposing genetic characteristic, military status, or other legally protected classification. MCW maintains full compliance with all applicable federal, state, and local laws and regulations in pursuit of our missions. Consistent with federal guidance, we affirm our commitment to individual merit, fairness, and equal treatment in all aspects of academic and institutional decision-making. MCW's policies, federal and state laws, and regulations prohibit unlawful discrimination and harassment. Employees, learners, students, applicants, or other members of the MCW community (including but not limited to vendors, visitors, and guests) may not be subjected to harassment that is prohibited by law or treated adversely or retaliated against based upon a protected characteristic.
PART I, Line 6aMCW receives research grants and contracts from several governmental agencies, including but not limited to, the Department of Health and Human Services, the national institutes of health, the Department of Defense, the Department of Transportation, the Department of Veterans' Affairs, and the State of Wisconsin. Many MCW students are eligible to receive federal student financial aid, including but not limited to, the Federal Primary Care Student Loan Program. In addition, federally guaranteed loans are issued to students of MCW through the Department of Education's Direct Loan Program. The State of Wisconsin provides tuition assistance to medical students who are Wisconsin residents.

Schedule F IRS990ScheduleF

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

Account Activities Outside US AccountActivitiesOutsideUSGrp (30 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmtSpecific Services ProvidedSpecificServicesProvidedTxt
Central America and the Caribbean00Grantmaking$8,500
Central America and the Caribbean00Program Services$1,541RESEARCH
Central America and the Caribbean00Program Services$24,123SEMINARS/CONFERENCES
Central America and the Caribbean00Program Services$8,606MEDICAL MISSION TRIP
Central America and the Caribbean00Program Services$3,348GLOBAL HEALTH
Central America and the Caribbean00Investments$1,312,670,692
East Asia and the Pacific00Grantmaking$8,027
East Asia and the Pacific00Program Services$500RESEARCH
East Asia and the Pacific00Program Services$148,939SEMINARS/CONFERENCES
East Asia and the Pacific00Program Services$4,500GLOBAL HEALTH
Europe (Including Iceland and Greenland)00Grantmaking$652,085
Europe (Including Iceland and Greenland)00Program Services$933,922RESEARCH
Europe (Including Iceland and Greenland)00Program Services$499,270SEMINARS/CONFERENCES
Europe (Including Iceland and Greenland)00Program Services$12,079GLOBAL HEALTH
Europe (Including Iceland and Greenland)00Investments$15,838,365
Middle East and North Africa00Program Services$12,231SEMINARS/CONFERNCES
North America00Grantmaking$137,450
North America00Program Services$96,266RESEARCH
North America00Program Services$194,004SEMINARS/CONFERENCES
North America00Program Services$1,692GLOBAL HEALTH
Russia and the Newly Independent States00Program Services$3,865RESEARCH
South America00Program Services$51,647SEMINARS/CONFERENCES
South America00Program Services$12,018GLOBAL HEALTH
South Asia00Program Services$7,328RESEARCH
South Asia00Program Services$31,866SEMINARS/CONFERENCES
South Asia00Program Services$20,911GLOBAL HEALTH
Sub-Saharan Africa00Grantmaking$31,380
Sub-Saharan Africa00Program Services$110,726RESEARCH
Sub-Saharan Africa00Program Services$49,146SEMINARS/CONFERENCES
Sub-Saharan Africa00Program Services$150,101GLOBAL HEALTH
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$1,330,964,178SubtotalSpentAmt
Continuation Spent$760,950ContinuationSpentAmt
Total Spent$1,331,725,128TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (8 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
Europe (Including Iceland and Greenland)RESEARCH SUBAWARD$162,094Wire
East Asia and the PacificRESEARCH SUBAWARD$8,027Wire
Central America and the CaribbeanRESEARCH SUBAWARD$8,500Wire
Sub-Saharan AfricaRESEARCH SUBAWARD$26,379Wire
Europe (Including Iceland and Greenland)RESEARCH SUBAWARD$303,460Wire
Europe (Including Iceland and Greenland)RESEARCH SUBAWARD$184,465Wire
North AmericaRESEARCH SUBAWARD$123,112Check
North AmericaRESEARCH SUBAWARD$14,339Check
FieldValueIRS element (for citing)
Total501c3 Org8Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (true)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (true)ForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule F, Part I, Line 2MCW IS THE RECIPIENT OF FEDERAL AND NON-FEDERAL GRANT FUNDS. SOME OF THE GRANT AWARDS ARE SUBAWARDED TO QUALIFIED FOREIGN ORGANIZATIONS (SUBRECIPIENTS) TO CARRY OUT A PART OF THE PROJECT, BASED ON THE REQUIREMENTS OF THE PRIME AWARD. TO MONITOR THE USE OF GRANT FUNDS UNDER THE SUBAWARDS, MCW ENTERS INTO SIGNED SUBAWARD AGREEMENTS WHICH CONTAIN THE TERMS AND CONDITIONS OF THE SUBAWARD RELATIONSHIP. THE SUBAWARD AGREEMENTS REQUIRE THAT PRIOR TO REIMBURSEMENT OF EXPENSES THE SUBRECIPIENT MUST PROVIDE A CERTIFIED INVOICE TO MCW. BEFORE APPROVAL OF AN INVOICE FOR PAYMENT, MCW VERIFIES THAT THE INVOICE AND SUPPORTING DOCUMENTATION SUBMITTED BY THE SUBRECIPIENT ARE IN LINE WITH THE APPROVED SUBAWARD BUDGET AND THAT THE COST DETAIL PRESENTED PROVIDES REASONABLE ASSURANCE THAT COSTS TO BE REIMBURSED ARE ALLOWABLE, ALLOCABLE, AND REASONABLE. WORK PERFORMED BY THE SUBRECIPIENT IS MONITORED TO DETERMINE THAT PROGRESS IS BEING MADE TOWARD THE GOALS AND OBJECTIVES OF THE SUBAWARD. AS FOREIGN ENTITIES ARE NOT SUBJECT TO SINGLE AUDITS, FOREIGN SUBRECIPIENTS ARE REQUIRED TO SUBMIT A SUBRECIPIENT QUESTIONNAIRE THAT DESCRIBES THEIR ACCOUNTING PRACTICES WITH REGARD TO THE SUBAWARD. BASED ON THE QUESTIONNAIRE, MCW ASSESSES THE RISK OF THE ORGANIZATION AND PERFORMS ADDITIONAL MONITORING TASKS AS APPROPRIATE.
SCHEDULE F, PARTS I and II - ACCOUNTING METHODEXPENDITURES PER REGION AND RESEARCH SUBAWARDS ARE REPORTED ON AN ACCRUAL BASIS, WHICH IS THE METHOD USED TO ACCOUNT FOR THEM IN THE ORGANIZATION'S FINANCIAL STATEMENTS.

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Solicitation Of Govt GrantsYes (X)SolicitationOfGovtGrantsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyYes (true)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

FieldValueIRS element (for citing)
PersonTHE GOBEL GROUP LLCPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 2011AddressLine1Txt
CityWEST CHESTERCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19380ZIPCd
FieldValueIRS element (for citing)
ActivityFUNDRAISING CONSULTINGActivityTxt
Fundraiser Control Of FundsfalseFundraiserControlOfFundsInd
Gross Receipts$0GrossReceiptsAmt
Retained By Contractor$24,860RetainedByContractorAmt
Net To Organization$0NetToOrganizationAmt
FieldValueIRS element (for citing)
Total Gross Receipts$0TotalGrossReceiptsAmt
Total Retained By Contractors$24,860TotalRetainedByContractorsAmt
Total Net To Organization$0TotalNetToOrganizationAmt
All StatesAll StatesAllStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1DINNEREvent1Nm
Gross Receipts Event1$833,128GrossReceiptsEvent1Amt
Charitable Contri Event1$772,490CharitableContriEvent1Amt
Gross Revenue Event1$60,638GrossRevenueEvent1Amt
Cash Prizes Event1$0CashPrizesEvent1Amt
Non Cash Prizes Event1$0NonCashPrizesEvent1Amt
Rent Facility Costs Event1$14,737RentFacilityCostsEvent1Amt
Food And Beverage Event1$69,206FoodAndBeverageEvent1Amt
Entertainment Event1$35,474EntertainmentEvent1Amt
Other Direct Expenses Event1$16,300OtherDirectExpensesEvent1Amt
Gross Receipts Event2$0GrossReceiptsEvent2Amt
Charitable Contri Event2$0CharitableContriEvent2Amt
Gross Revenue Event2$0GrossRevenueEvent2Amt
Cash Prizes Event2$0CashPrizesEvent2Amt
Non Cash Prizes Event2$0NonCashPrizesEvent2Amt
Rent Facility Costs Event2$0RentFacilityCostsEvent2Amt
Food And Beverage Event2$0FoodAndBeverageEvent2Amt
Entertainment Event2$0EntertainmentEvent2Amt
Other Direct Expenses Event2$0OtherDirectExpensesEvent2Amt
Other Events Total0OtherEventsTotalCnt
Gross Receipts Other Events$0GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$0CharitableContriOtherEventsAmt
Gross Revenue Other Events$0GrossRevenueOtherEventsAmt
Cash Prizes Other Events$0CashPrizesOtherEventsAmt
Non Cash Prizes Other Events$0NonCashPrizesOtherEventsAmt
Rent Fclty Costs Other Events$0RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events$0FoodAndBeverageOtherEventsAmt
Entertainment Other Events$0EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events$0OthDirectExpnssOtherEventsAmt
Gross Receipts Total$833,128GrossReceiptsTotalAmt
Charitable Contributions Tot$772,490CharitableContributionsTotAmt
Gross Revenue Total Events$60,638GrossRevenueTotalEventsAmt
Cash Prizes Total Events$0CashPrizesTotalEventsAmt
Non Cash Prizes Total Events$0NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$14,737RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$69,206FoodAndBeverageTotalEventsAmt
Entertainment Total Events$35,474EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$16,300OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$135,717DirectExpenseSummaryEventsAmt
Net Income Summary-$75,079NetIncomeSummaryAmt

Persons With Books US Address PersonsWithBooksUSAddress

FieldValueIRS element (for citing)
Address Line18701 Watertown Plank RoadAddressLine1Txt
CityMilwaukeeCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53226ZIPCd

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (205 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtNon Cash AssistanceNonCashAssistanceAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDesc
16TH ST COMMUNITY HEALTH CENTER
1337 S 16TH ST 2ND FLRMILWAUKEEWI53204391180475501(c)(3)$158,354RES SUB/AHW
AFRICAN AMERICAN BREASTFEEDING NETWORK
619 W WALNUT STMILWAUKEEWI53005462196368501(c)(3)$31,057RES SUB/COMM ENG
AGNESIAN HEALTHCARE INC
430 E DIVISION STFOND DU LACWI54935390807236501(c)(3)$30,842ADVANCE HEALTH WI
AIDS FOUNDATION OF CHICAGO
200 W JACKSON BLVD 2100CHICAGOIL60606363412054501(c)(3)$113,261RESEARCH SUBAWARD
AIDS TASKFORCE OF GREATER CLEVELAND
3210 EUCLID AVENUECLEVELANDOH44115341433612501(c)(3)$13,892RESEARCH SUBAWARD
ALMA CENTER INC
2821 N 4TH STREETMILWAUKEEWI53212364530524501(c)(3)$257,065COMM ENG SUBAWARD
AMERICAN CANCER SOCIETY INC
3380 CHASTAIN MEADOW PKYKENNESAWGA30144131788491501(c)(3)$73,288ADVANCE HEALTH WI
ARBOR PLACE INC
4076 KOTHLOW AVEMENOMINEEWI54751391266548501(c)(3)$159,533COMM ENG SUB/AHW
AUGUSTA UNIVERSITY RESEARCH INST INC
1120 15TH STREETAUGUSTAGA30912581418202501(c)(3)$15,235RESEARCH SUBAWARD
AURORA HEALTH CARE INC
750 W VIRGINIA STREETMILWAUKEEWI53234391442285501(c)(3)$21,827ADVANCE HEALTH WI
BECKMAN RESEARCH INST THE CITY OF HOPE
1450 E DUARTE RDDUARTECA91010953432210501(c)(3)$681,660RESEARCH SUBAWARD
BEMBE DRUM & DANCE
4407 S Adams AveMILWAUKEEWI53207832248589501(c)(3)$104,040ADVANCE HEALTH WI
BOSTON CHILDRENS HOSPITAL
300 LONGWOOD AVENUEBOSTONMA02215042774441501(c)(3)$1,281,661RESEARCH SUBAWARD
CASE WESTERN RESERVE UNIVERSITY
10900 EUCLID AVENUECLEVELANDOH44106341018992501(c)(3)$295,034RESEARCH SUBAWARD
CENTER FOR HEALTHCARE CAREERS OF SE WI
1200 N Mayfair Rd 430MILWAUKEEWI53226832138132501(c)(3)$36,679ADVANCE HEALTH WI
CENTER FOR SUICIDE AWARENESS INC
316 EAST 14TH STKAUKAUNAWI54130461223558501(c)(3)$23,211ADVANCE HEALTH WI
CHAPMAN UNIVIVERSITY
1 UNIVERSITY DRORANGECA92866951643992501(c)(3)$154,512RESEARCH SUBAWARD
CHILDRENS HOSPITAL OF PHILADELPHIA
3401 CIVIC CTR BLVDPHILADELPHIAPA19104232237932501(c)(3)$7,800RESEARCH SUBAWARD
CHILDRENS HOSPITAL OF WISCONSIN
9000 W WISCONSIN AVENUEMILWAUKEEWI53201390812532501(c)(3)$430,838AHW/HIV CARE
CHILDRENS RESEARCH INSTITUTE
111 MICHIGAN AVE NWWASHINGTONDC20010521654453501(c)(3)$163,658RESEARCH SUBAWARD
CITY OF GREEN BAY
100 NORTH JEFFERSON STGREEN BAYWI54301396005458GOVT$475,038COMM ENG SUBAWARD
CITY OF RACINE
730 WASHINGTON AVERACINEWI53403396005581GOVT$521,967COMM ENG SUBAWARD
COLUMBIA UNIVERSITY
615 WEST 131ST STNEW YORKNY10027135598093501(c)(3)$19,883TRANSFRM MED EDUC
COMMUNITY THE
PO BOX 100392MILWAUKEEWI53210472343697501(c)(3)$37,570ADVANCE HEALTH WI
COMMUNITY SMILES DENTAL
210 NW Barstow StWAUKESHAWI53188300436162501(c)(3)$43,202ADVANCE HEALTH WI
COMMUNITY WATER SERVICES INC
1836 W FOND DU LAC AVEMILWAUKEEWI53205862352474501(c)(3)$77,982ADVANCE HEALTH WI
CONCORDIA UNIVERSITY WISCONSIN
12800 N LAKE SHORE DRIVEMEQUONWI53097390833608501(c)(3)$82,031RES SUB/AHW
CORE EL CENTRO INC
130 W BRUCE ST FL3MILWAUKEEWI53204392042797501(c)(3)$25,126ADVANCE HEALTH WI
CREIGHTON UNIVERSITY
2500 California PlzOMAHANE68178470376583501(c)(3)$6,177TRANSFRM MED EDUC
DARTMOUTH COLLEGE
11 ROPE FERRY ROADHANOVERNH03755020222111501(c)(3)$333,196RES SUB/MED EDUC
DARTMOUTH-HITCHCOCK CLINIC
1 Medical Center DrLEBANONNH03756222715483501(c)(3)$141,569RESEARCH SUBAWARD
DIVERSE AND RESILIENT INC
2439 N Holton StreetMILWAUKEEWI53212300084616501(c)(3)$6,593ADVANCE HEALTH WI
DOMINICAN CENTER FOR WOMEN INC
2470 W Locust StMILWAUKEEWI53206411685734501(c)(3)$21,613ADVANCE HEALTH WI
DUKE UNIVERSITY
324 BLACKWELL ST BLDG 850DURHAMNC27701560532129501(c)(3)$167,946RES SUB/AHW/EDUC
EAU CLAIRE CITY-COUNTY HLTH DEPARTMENT
720 2ND AVENUEEAU CLAIREWI54703396005436GOVT$59,263ADVANCE HEALTH WI
EDWARD VIA VIRGINIA COLLEGE OSTEOPATHIC MED
2265 KRAFT DRIVEBLACKSBURGVA24060542052107501(c)(3)$33,315TRANSFRM MED EDUC
EL BETHEL CHURCH
5401 W Good Hope RdMILWAUKEEWI53223391704274501(c)(3)$6,620ADVANCE HEALTH WI
ELEKTA INC
400 PERIMETER CTR TERRACEATLANTAGA30346581524221OTHER$31,674RESEARCH SUBAWARD
EMMES CORPORATION THE
401 N WASHINGTON STROCKVILLEMD20850541058268OTHER$3,571,931RESEARCH SUBAWARD
EMORY UNIVERSITY
1599 CLIFTON ROADATLANTAGA30322580566256501(c)(3)$48,535TRANSFRM MED EDUC
EMPLOY MILWAUKEE
2342 N 27TH STMILWAUKEEWI53210391636835501(c)(3)$75,439ADVANCE HEALTH WI
FAMILY SERVICES OF NORTHEAST WISCONSIN INC
300 CROOK STREETGREEN BAYWI54301390827320501(c)(3)$339,115COMM ENG SUBAWARD
FIRST 5 FOX VALLEY INC
1001 W KENNEDY AVENUEKIMBERLYWI54136853772281501(c)(3)$181,833COMM ENG SUB/AHW
FOOD FOR HEALTH
2007 N MLK Jr DriveMILWAUKEEWI53212882338789501(c)(3)$20,723ADVANCE HEALTH WI
FOODRIGHT INC
777 E WisconsinMILWAUKEEWI53202473976982501(c)(3)$49,591ADVANCE HEALTH WI
FOUNDATIONS HEALTH AND WHOLENESS INC
1061 W MASON STREETGREEN BAYWI54303391047205501(c)(3)$34,730ADVANCE HEALTH WI
FROEDTERT MEMORIAL LUTHERAN HOSPITAL
9200 W WISCONSIN AVEMILWAUKEEWI53226396105970501(c)(3)$32,802COMM ENG SUB/AHW
GENERAL DYNAMICS INFORMATION TECH INC
3150 Fairview Pk DrFALL CHURCHCA22042541194322OTHER$113,414RESEARCH SUBAWARD
GENEVA FOUNDATION
917 PACIFIC AVENUE NO 600TACOMAWA98402911593913501(c)(3)$197,127RESEARCH SUBAWARD
GEORGETOWN UNIVERSITY
37TH AND O STREETS NWWASHINGTONDC20057530196603501(c)(3)$75,062TRANSFRM MED EDUC
GRAND AVENUE CLUB INC
210 E MICHIGAN STMILWAUKEEWI53202391708177501(c)(3)$16,514ADVANCE HEALTH WI
GREAT RIVERS UNITED WAY INC
1855 EAST MAIN STREETONALASKAWI54650390848188501(c)(3)$106,959ADVANCE HEALTH WI
GREEN COUNTY DEVELOPMENT CORP
1016 16th AveMONROEWI53566391749682GOVT$7,254ADVANCE HEALTH WI
GUNDERSEN LUTHERAN MEDICAL FOUNDATION INC
1900 SOUTH AVENUELA CROSSEWI54601391249705501(c)(3)$161,257COMM ENG SUB/AHW
H LEE MOFFITT CANCER CTR & RESEARCH INST
12902 MAGNOLIA DRIVETAMPAFL33612592451713501(c)(3)$11,909RESEARCH SUBAWARD
HEALTH CARE EDUCATION AND TRAINING INC
445 N PENNSYLVANIAINDIANAPOLISIN46204351910772501(c)(3)$12,700ADVANCE HEALTH WI
HEALTH RESEARCH INC ROSWELL PARK CANCER INS
ELM CARLTON STREETSBUFFALONY14263141402155501(c)(3)$19,477RESEARCH SUBAWARD
HENRY M JACKSON FNDN FOR THE ADV OF MIL MED
6720A ROCKLEDGE DR 100BETHESDAMD20817521317896501(c)(3)$149,170RESEARCH SUBAWARD
HEROES FOR HEALTHCARE INC
2514 S 102ND ST STE 340MILWAUKEEWI53227821335449501(c)(3)$81,731ADVANCE HEALTH WI
HERZING UNIVERSITY LTD
275 W WISCONSIN AVE 210MILWAUKEEWI53203271503981501(c)(3)$19,668ADVANCE HEALTH WI
HMONG AMERICAN CENTER INC
1109 6TH STREETWAUSAUWI54403391459824501(c)(3)$35,432ADVANCE HEALTH WI
HOLA INC
500 N First St Ste 8000WAUSAUWI54403933015015501(c)(3)$14,365ADVANCE HEALTH WI
HOPE HOUSE OF MILWAUKEE INC
209 Orchard StMILWAUKEEWI53204391592900501(c)(3)$5,217RESEARCH SUBAWARD
HOUSE OF GRACE MINISTRIES
W195 N17324 ENGLISH OAKSJACKSONWI53037208369864OTHER$6,038ADVANCE HEALTH WI
HYDROPONICS STEM PROGRAM
1345 N Jefferson St 517MILWAUKEEWI53202000000000OTHER$9,215ADVANCE HEALTH WI
IMAGING BIOMETRICS LLC
13416 WATERTWN PLANK RDELM GROVEWI53122562633169OTHER$40,092RESEARCH SUBAWARD
INDIANA UNIVERSITY
509 E THIRD STREETBLOOMINGTONIN47401356001673GOVT$475,668RESEARCH SUBAWARD
INPOWER SOLUTONS LLC
2003 W CAPITOL DRIVEMILWAUKEEWI53206834437907OTHER$7,000ADVANCE HEALTH WI
INTER TRIBAL COUNCIL OF MICHIGAN INC
2956 ASHMUN STSAULT STE MARIEMI49783381893519501(c)(3)$15,247RESEARCH SUBAWARD
KAISER FOUNDATION RESEARCH INSTITUTE
1 Kaizer PlzOAKLANDCA94612941105628501(c)(3)$91,819RESEARCH SUBAWARD
KENOSHA COMMUNITY HEALTH CENTER INC
4536 22nd AveKENOSHAWI53143391789874501(c)(3)$48,977ADVANCE HEALTH WI
KENOSHA YMCA
7101 53RD STKENOSHAWI53144390826296501(c)(3)$272,908COMM ENG SUBAWARD
LA CROSSE MEDICAL HEALTH SCIENCE CONSORTIUM
1725 STATE STREETLA CROSSEWI54601391804725501(c)(3)$65,167ADVANCE HEALTH WI
LAC COURTE OREILLES BAND LAKE SUP CHIPPEWA
13394 W TREPANIA RDHAYWARDWI54843391165322OTHER$281,431COMM ENG SUBAWARD
LAUREATE INSTITUTE FOR BRAIN RESEARCH
6655 SOUTH YALE AVENUETULSAOK74136731328881501(c)(3)$102,987RESEARCH SUBAWARD
LAWRENCE LIVERMORE NATL SECURITY LLC
7000 EAST AVE L335LIVERMORECA94550205624386501(c)(3)$134,971RESEARCH SUBAWARD
LAWRENCE UNIVERSITY OF WISCONSIN
PO Box 559APPLETONWI53912390806297501(c)(3)$36,599ADVANCE HEALTH WI
LOUISIANA STATE UNIV HLTH SCIENCES CTR
1501 Kings HWYSHREVEPORTLA71103720702002GOVT$94,491RESEARCH SUBAWARD
LOYOLA UNIVERSITY OF CHICAGO
820 N MICHIGAN AVECHICAGOIL60611361408475501(c)(3)$253,657RESEARCH SUBAWARD
MAINEHEALTH
22 BRAMHALL STREETPORTLANDME04102010238552501(c)(3)$30,994RESEARCH SUBAWARD
MALAIKA EARLY LEARNING CENTER
125 W AUER AVEMILWAUKEEWI53212392021628501(c)(3)$123,496COMM ENG SUBAWARD
MARATHON COUNTY
500 FOREST STREETWAUSAUWI54403396005716GOVT$73,794ADVANCE HEALTH WI
MARQUETTE UNIVERSITY
PO BOX 1881MILWAUKEEWI53201390806251501(c)(3)$1,892,075RES SUB/AHW/TRAIN
MARSHALL UNIVERSITY RESEARCH CORPORATION
ONE JOHN MARSHALL DRHUNTINGTONWV25755550683361501(c)(3)$150,043RESEARCH SUBAWARD
MARSHFIELD CLINIC
1000 NORTH OAK AVEMARSHFIELDWI54449390452970501(c)(3)$26,637COMM ENG SUB/AHW
MATC FOUNDATION INC
700 W State Street M100MILWAUKEEWI53233391341603501(c)(3)$10,513ADVANCE HEALTH WI
MAYO CLINIC
200 FIRST STREET SWROCHESTERMN55905416011702501(c)(3)$189,296RES SUB/MED EDUC
MEDICAL UNIVERSITY OF SOUTH CAROLINA
19 HAGWOOD AVE STE 608CHARLESTONSC29425576000722GOVT$46,483RESEARCH SUBAWARD
MENTAL HEALTH AMERICA OF WISCONSIN
600 W VIRGINIA ST 502MILWAUKEEWI53204390827843501(c)(3)$82,457ADVANCE HEALTH WI
METASTAR INC
2909 LANDMARK PLMADISONWI53713391332612501(c)(3)$104,772RESEARCH SUBAWARD
METCALFE PARK COMMUNITY BRIDGES INC
3624 W NORTH AVEMILWAUKEEWI53208812101846501(c)(3)$19,912ADVANCE HEALTH WI
MICHIGAN STATE UNIVERSITY
426 AUDITORIUM RDEAST LANSINGMI48824386005984GOVT$401,970RES SUB/MED EDUC
MILWAUKEE AREA HEALTH EDUCATION CENTER
2224 W KILBOURN AVEMILWAUKEEWI53233391749908501(c)(3)$191,056ADVANCE HEALTH WI
MILWAUKEE COUNTY WAR MEMORIAL CTR INC
750 N LINCOLN MEM DRMILWAUKEEWI53202390985297501(c)(3)$73,152ADVANCE HEALTH WI
MILWAUKEE PUBLIC SCHOOLS
5225 WEST VLIET STREETMILWAUKEEWI53208396003457GOVT$223,607RESEARCH SUBAWARD
MILWAUKEE SCHOOL OF ENGINEERING
1025 N BROADWAY STMILWAUKEEWI53202390477970501(c)(3)$117,444RESEARCH SUBAWARD
MOUNT SINAI HOSPITAL
1 Gustave L Levy PLNEW YORKNY10029131624096501(c)(3)$26,540RESEARCH SUBAWARD
NATIONAL ALLIANCE ON MENTAL ILLNESS WISC
4233 W BELTLINE HWYMADISONWI53711391397227501(c)(3)$20,287ADVANCE HEALTH WI
NATIONAL MARROW DONOR PROGRAM
500 N 5TH STREETMINNEAPOLISMN55401840865803501(c)(3)$10,826,064RESEARCH SUBAWARD
NATL ASSN OF CTY & CITY HLTH OFFICIALS
1201 I St NW STE 400WASHINGTONDC20005521426663501(c)(3)$9,425RESEARCH SUBAWARD
NE WI AREA HEALTH EDUCATION CENTER INC
925 SOUTH 15TH STREETMANITOWOCWI54220391825838501(c)(3)$16,791ADVANCE HEALTH WI
NEW YORK UNIVERSITY SCHOOL OF MEDICINE
105 E 17TH STREETNEW YORKNY10003135562308501(c)(3)$102,513RESEARCH SUBAWARD
NORTH CAROLINA STATE UNIVERSITY
2701 SULLIVAN DR 240RALEIGHNC27695566000756GOVT$8,170ADVANCE HEALTH WI
NORTHLAKES COMMUNITY CLINIC
7665 US HIGHWAY 2IRON RIVERWI54847352297925501(c)(3)$90,594ADVANCE HEALTH WI
NORTHWESTERN UNIVERSITY
633 NORTH CLARK STREETEVANSTONIL60208362167817501(c)(3)$137,143RESEARCH SUBAWARD
OHIO STATE UNIVERSITY RESEARCH FOUNDATION
1960 KENNY ROADCOLUMBUSOH43210316401599501(c)(3)$97,479RESEARCH SUBAWARD
OKLAHOMA STATE UNIV CENTER HEALTH SCIENCES
1111 W 17TH STREETTULSAOK74107731383996GOVT$49,257RESEARCH SUBAWARD
OZAUKEE FOOD ALLIANCE
PO Box 80304SAUKVILLEWI53080453248143501(c)(3)$5,837ADVANCE HEALTH WI
PEOPLE FIRST WISCONSIN
PO BOX 170894MILWAUKEEWI53217392024297501(c)(3)$8,812ADVANCE HEALTH WI
PLANNED PARENTHOOD OF WISCONSIN INC
302 NORTH JACKSONMILWAUKEEWI53202390863391501(c)(3)$80,883COMM ENG SUBAWARD
PROGRESSIVE COMMUNITY HEALTH CENTERS
3522 WEST LISBON AVENUEMILWAUKEEWI53208391958810501(c)(3)$125,060COMM ENG SUBAWARD
PURDUE UNIVERSITY
2550 NORTHWESTERN AVEW LAFAYETTEIN47906356002041GOVT$8,163RESEARCH SUBAWARD
RACINE COUNTY
730 WISCONSIN AVERACINEWI53403396005734GOVT$12,626ADVANCE HEALTH WI
RECTOR AND VISITORS UNIV OF VIRGINIA
1001 N EMMET STCHARLOTTESVILLEVA22903546001796501(c)(3)$977,502RESEARCH SUBAWARD
REDEFINING LIFE SERVICES INC
3808 N 60th StMILWAUKEEWI53216825470081501(c)(3)$9,250ADVANCE HEALTH WI
RESEARCH FOUNDATION FOR STATE UNIV OF NY
PO BOX 9ALBANYNY12201141368361501(c)(3)$97,301RESEARCH SUBAWARD
RHODE ISLAND HOSPITAL
593 EDDY STPROVIDENCERI02903050258954501(c)(3)$9,828RESEARCH SUBAWARD
ROCK COUNTY
51 SOUTH MAIN STREETJANESVILLEWI53545396005736GOVT$19,938ADVANCE HEALTH WI
ROCK RIVER COMMUNITY CLINIC
1461 W MAIN ST STE BWHITEWATERWI53190205297560501(c)(3)$19,146ADVANCE HEALTH WI
RUSH UNIVERSITY MEDICAL CENTER
1700 W VAN BUREN ROOM 150CHICAGOIL60612362174823501(c)(3)$11,253RESEARCH SUBAWARD
SANFORD BURNHAM PREBYS MED DISCOVERY INST
10901 N TORREY PINES RDLA JOLLACA92037510197108501(c)(3)$746,024RESEARCH SUBAWARD
SAUK COUNTY HEALTH DEPARTMENT
505 BROADWAY ST STE 372BARABOOWI53913396005740GOVT$84,284COMM ENG SUB/AHW
SHALOM HEALTH CARE CENTER INC
3400 LAFAYETTE RDINDIANAPOLISIN46222061645027501(c)(3)$53,620RESEARCH SUBAWARD
SLOAN-KETTERING INST FOR CANCER RESCH
1275 YORK AVENUENEW YORKNY10065131624182501(c)(3)$209,270RESEARCH SUBAWARD
SOJOURNER FAMILY PEACE CENTER INC
619 W WALNUT STREETMILWAUKEEWI53212391276210501(c)(3)$13,886ADVANCE HEALTH WI
SOUTHEAST ASIAN HEALING CENTER INC
2814 SYENE RDMADISONWI53713832393889501(c)(3)$273,707COMM ENG SUBAWARD
SOUTHWESTRN WISCONSIN COMMUNITY ACTION PROG
149 N IOWA STREETDODGEVILLEWI53533391053511501(c)(3)$28,382ADVANCE HEALTH WI
SPECIAL OLYMPICS OF WISCONSIN
2310 Crossroads Dr 1000MADISONWI53718391176591501(c)(3)$41,259ADVANCE HEALTH WI
ST JUDE CHILDRENS RESEARCH HOSPITAL
332 N LAUDERDALE STMEMPHISTN38105620646012501(c)(3)$7,259RESEARCH SUBAWARD
STANFORD UNIVERSITY
3145 PORTER DRIVEPALO ALTOCA94304941156365501(c)(3)$95,269RESEARCH SUBAWARD
STREETLIFE COMMUNITIES INC
4250 N 137TH STBROOKFIELDWI53005474457146501(c)(3)$13,574RECOVERY SUPPORT
STRYV365 INC
633 E Locust StMILWAUKEEWI53212844055860501(c)(3)$23,237ADVANCE HEALTH WI
SUPPORTING FAMILIES TOGETHER ASSOCIATION
700 RAYOVAC DRIVE STE 6MADISONWI53711365263016501(c)(3)$302,273COMM ENG SUBAWARD
TEXAS A&M HEALTH SCIENCE CTR COL OF MED
400 Hvy Mtchl Pkwy SCOLL STATIONTX77845742907553GOVT$155,510RESEARCH SUBAWARD
TIMESLIPS CREATIVE STORYTELLING INC
4461 N LAKE DRIVEMILWAUKEEWI53211461810756501(c)(3)$29,317ADVANCE HEALTH WI
TOGETHER FOR JACKSON COUNTY KIDS
227 S 11TH STBLACK RIVER FALLSWI54615396005703GOVT$40,087ADVANCE HEALTH WI
TRANSLATIONAL GENOMICS RESEARCH INSTITUTE
445 N 5TH ST STE 600PHOENIXAZ85004753065445501(c)(3)$25,111RESEARCH SUBAWARD
TUFTS UNIVERSITY
169 HOLLAND STREETSUMERVILLEMA02144042103634501(c)(3)$348,439RESEARCH SUBAWARD
TULANE UNIVERSITY
6823 ST CHARLES AVENEW ORLEANSLA70118720423889501(c)(3)$46,374RESEARCH SUBAWARD
UNEHEALTH
985075 NEBRASKA MEDICAL CTROMAHANE68198470771713501(c)(3)$135,238RESEARCH SUBAWARD
UNITED WAY FOX CITIES INC
1455 MIDWAY ROADMENASHAWI54952390912895501(c)(3)$434,830COMM ENG SUBAWARD
UNIVERSITY OF ALABAMA AT BIRMINGHAM
1530 3RD AVENUE SOUTHBIRMINGHAMAL35294636005396GOVT$12,187RESEARCH SUBAWARD
UNIV OF ARKANSAS FOR MEDICAL SCIENCES
4301 W MARKHAM STLITTLE ROCKAR72205716046242GOVT$9,136RESEARCH SUBAWARD
UNIVERSITY OF ARIZONA
1303 E UNIVERSITY BLVDTUCSONAZ85719866004791GOVT$153,547RESEARCH SUBAWARD
UNIVERSITY OF CALIFORNIA DAVIS
PO BOX 989062WEST SACRAMENTOCA95798946036494GOVT$270,630RESEARCH SUBAWARD
UNIVERSITY OF CALIFORNIA SAN DIEGO
9500 GILMAN DRIVELA JOLLACA92093956006144GOVT$658,452RESEARCH SUBAWARD
UNIVERSITY OF CALIFORNIA SAN FRANCISCO
1855 FOLSOM STREET 425SAN FRANCA94143946036493GOVT$1,127,367RES SUB/AHW/EDUC
UNIVERSITY OF CHICAGO
6054 S DREXEL AVENUECHICAGOIL60637362177139501(c)(3)$54,813RESEARCH SUBAWARD
UNIVERSITY OF FLORIDA
PO BOX 113200GAINESVILLEFL32611596002052GOVT$619,955RESEARCH SUBAWARD
UNIVERSITY OF ILLINOIS
506 SOUTH WRIGHT STREETURBANAIL61801376000511GOVT$371,884RESEARCH SUBAWARD
UNIVERSITY OF IOWA
105 JESSUP HALLIOWA CITYIA52242426004813GOVT$94,158RESEARCH SUBAWARD
UNIVERSITY OF KANSAS MED CNTR RESEARCH INST
3901 RAINBOW BLVDKANSAS CITYKS66160481108830501(c)(3)$11,866TRANSFRM MED EDUC
UNIVERSITY OF MARYLAND
620 W LEXINGTON STREETBALTIMOREMD21201526002033GOVT$477,501RESEARCH SUBAWARD
UNIVERSITY OF MICHIGAN
1000 VICTORS WAY STE 1AANN ARBORMI48108386006309GOVT$224,421RESEARCH SUBAWARD
UNIVERSITY OF MINNESOTA
200 OAK ST SE STE 450MINNEAPOLISMN55455416007513GOVT$32,244RES SUB/AHW
UNIVERSITY OF MISSOURI SYSTEM
118 UNIVERSITY HALLCOLUMBIAMO65211436003859GOVT$115,111RESEARCH SUBAWARD
UNIVERSITY OF OKLAHOMA HEALTH SCIENCES CNTR
865 RESEARCH PKWYOKLAHOMA CITYOK73104751563627GOVT$184,288RESEARCH SUBAWARD
UNIVERSITY OF PENNSYLVANIA
3451 WALNUT STPHILADELPHIAPA19104231352685501(c)(3)$129,077RESEARCH SUBAWARD
UNIVERSITY OF PITTSBURGH
123 UNIVERSITY PLACEPITTSBURGHPA15235250965591GOVT$95,433RES SUB/MED EDUC
UNIV OF PITTSBURGH MEDICAL CENTER
600 Grant St 58th FlPITTSBURGHPA15219250965480GOVT$64,005TRANSFRM MED EDUC
UNIVERSITY OF ROCHESTER
1325 MT HOPE AVENUEROCHESTERNY14620160743209501(c)(3)$34,340RESEARCH SUBAWARD
UNIVERSITY OF TENNESSEE
5620 Merchants Ctr BlvdKNOXVILLETN37912626001636GOVT$79,530RESEARCH SUBAWARD
UNIVERSITY OF TEXAS AT AUSTIN
PO BOX 7159AUSTINTX78713746000203GOVT$53,278TRANSFRM MED EDUC
UNIV OF TEXAS HEALTH SCIENCE CENTER HOUSTON
7000 FANNIN UCT 1006HOUSTONTX77030741761309GOVT$52,604RESEARCH SUBAWARD
UNIV OF TEXAS HEALTH SCIENCE CENTER TYLER
11937 US HIGHWAY 271TYLERTX75708756001354GOVT$57,324TRANSFRM MED EDUC
UNIV OF TEXAS SOUTHWESTERN MEDICAL CTR
5323 HARRY HINES BOULEVARDDALLASTX75390756002868GOVT$6,543RESEARCH SUBAWARD
UNIVERSITY OF TOLEDO
2801 W BANCROFT STTOLEDOOH43606346401483GOVT$147,267RESEARCH SUBAWARD
UNIVERSITY OF UTAH
75 SOUTH 2000 EASTSALT LAKE CITYUT84112876000525GOVT$90,262RESEARCH SUBAWARD
UNIVERSITY OF WASHINGTON
3903 BROOKLYN AVENUESEATTLEWA98105916001537GOVT$202,392RES SUB/COMM ENG
UNIVERSITY OF WI HOSPITAL AND CLINICS AUTH
1675 HIGHWAY AVENUEMADISONWI53792391835630GOVT$636,083COMM ENG SUBAWARD
UNIVERSITY OF WISCONSIN MADISON
21 N PARK ST SUITE 6401MADISONWI53715396006492GOVT$2,017,300RES/AHW/EDUC/HIV
UNIVERSITY OF WISCONSIN MILWAUKEE
PO BOX 413MILWAUKEEWI53201391805963GOVT$531,255RES SUB/AHW/TRAIN
UNIVERSITY OF WISCONSIN WHITEWATER
800 WEST MAIN STWHITEWATERWI53190391805963GOVT$11,745ADVANCE HEALTH WI
UWM RESEARCH FOUNDATION INC
1440 EAST NORTH AVENUEMILWAUKEEWI53202208297675501(c)(3)$8,789RESEARCH SUBAWARD
VANDERBILT UNIVERSITY
2301 VANDERBILT PLACENASHVILLETN37240620476822501(c)(3)$10,426TRANSFRM MED EDUC
VERNON MEMORIAL HEALTHCARE INC
507 SOUTH MAIN STREETVIROQUAWI54665390806404501(c)(3)$310,521COMM ENG SUBAWARD
VERSITI WISCONSIN INC
PO BOX 2178MILWAUKEEWI53201390807235501(c)(3)$1,877,041RES SUB/AHW
WASHINGTON UNIVERSITY
700ROSEDALE AVE BOX1034ST LOUISMO63112430653611501(c)(3)$358,899RESEARCH SUBAWARD
WAYNE STATE UNIVERSITY
5700 CASS AVENUEDETROITMI48202386028429GOVT$825,013RESEARCH SUBAWARD
WELLO INC
340 N BROADWAY 400GREEN BAYWI54303854126872501(c)(3)$74,970ADVANCE HEALTH WI
WESLEY COMMUNITY CENTER INC
1300 S 10TH STPHOENIXAZ85034860133770501(c)(3)$111,199RESEARCH SUBAWARD
WI CHILD ABUSE & NEGLECT PREVENTION BOARD
201 W Washington Ave 815MADISONWI53703264260611GOVT$29,389ADVANCE HEALTH WI
WINNEBAGO COUNTY
112 OTTER AVEOSHKOSHWI54901396005760GOVT$179,789ADVANCE HEALTH WI
WISCONSIBS INC
211 E FRANKLIN STAPPLETONWI54911391942794501(c)(3)$21,771ADVANCE HEALTH WI
WISCONSIN ACAD OF NUTRITION AND DIETETICS
563 CARTER CT STE BKIMBERLYWI54136237032400501(c)(3)$18,205ADVANCE HEALTH WI
WISCONSIN ASSOC OF SOBER HOUSING (WASH)
223 W Wisconsin Ave BWAUKESHAWI53186832081206501(c)(3)$21,185ADVANCE HEALTH WI
WISCONSIN COLLAB FOR HLTHCARE QUALITY
4809 S BILTMORE LANEMADISONWI53718550848113OTHER$42,794ADVANCE HEALTH WI
WISCONSIN COMMUNITY SERVICES INC
3732 W WISC AVE NO 200MILWAUKEEWI53208390808464501(c)(3)$66,483AHW/RECOVERY
WISCONSIN COUNCIL OF CHURCHES INC
30 W Mifflin St Ste 602MADISONWI53703390893722501(c)(3)$93,774ADVANCE HEALTH WI
WISCONSIN INSTITUTE FOR HEALTHY AGING
1414 MacArthur Rd Ste BMADISONWI53714273001041501(c)(3)$11,250RESEARCH SUBAWARD
WISCONSIN LITERACY INC
211 S PATERSON ST STE 260MADISONWI53703391628898501(c)(3)$15,325ADVANCE HEALTH WI
WISCONSIN MEDICAL SOCIETY INC
330 EAST LAKESIDE STREETMADISONWI53701390634758501(c)(3)$89,765COMM ENG SUB/AHW
WISCONSIN PUBLIC HEALTH ASSN
702 EISENHOWER DR STE AKIMBERLYWI54136396084243501(c)(3)$10,000ADVANCE HEALTH WI
WISCONSIN WOMENS HEALTH FOUNDATION
2503 TODD DRIVEMADISONWI53713391900678501(c)(3)$115,529ADVANCE HEALTH WI
WISHOPE INC
223 WISCONSIN AVEWAUKESHAWI53186833544716501(c)(3)$84,030ADVANCE HEALTH WI
WORKFORCE RESOURCE INC
401 TECHNOLOGY DR EASTMENOMONIEWI54751391455735501(c)(3)$59,207ADVANCE HEALTH WI
YALE UNIVERSITY
333 CEDAR ST I-100 SHMNEW HAVENCT06520060646973501(c)(3)$29,663RESEARCH SUBAWARD
RESEARCH TRAINEE STIPENDS
$1,152,577
OTHER STUDENT STIPENDS
$15,073
MEDICAL STUDENT TRAVELHOUSING ALLOWANCE
$214,413
STUDENT AWARDS
$197,495
MEDICAL STUDENT SCHOLARSHIPS
$6,446,495BOOKSCHOLARSHIPS
GRADUATE SCHOOL SCHOLARSHIPS
$10,373,759BOOKSCHOLARSHIPS
PHARMACY SCHOOL SCHOLARSHIPS
$228,455BOOKSCHOLARSHIPS
INSTITUT PASTEUR
$162,094RESEARCH SUBAWARD
FieldValueIRS element (for citing)
Total501c3 Org188Total501c3OrgCnt
Total Other Org9TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (7 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDesc
RESEARCH TRAINEE STIPENDS450$1,152,577
OTHER STUDENT STIPENDS10$15,073
MEDICAL STUDENT TRAVEL/HOUSING ALLOWANCE66$214,413
STUDENT AWARDS191$197,495
MEDICAL STUDENT SCHOLARSHIPS545$6,446,495BOOKSCHOLARSHIPS
GRADUATE SCHOOL SCHOLARSHIPS475$10,373,759BOOKSCHOLARSHIPS
PHARMACY SCHOOL SCHOLARSHIPS79$228,455BOOKSCHOLARSHIPS

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule I, Part I, Line 2FormAndLineReferenceDesc
ExplanationMEDICAL, GRADUATE AND PHARMACY SCHOOL SCHOLARSHIPS ARE APPLIED DIRECTLY TO STUDENTS' ACCOUNTS AT MCW. MCW MAINTAINS RECORDS TO JUSTIFY THE AWARD DECISIONS, INCLUDING THE FINANCIAL AID ELIGIBILITY OF THE RECIPIENTS. In support of its research and community engagement missions, MCW is the recipient of Federal and non federal grant funds. Some of the grant awards are subawarded to qualified organizations (subrecipients) to carry out part of the project based on the requirements of the prime award. MCW's community engagement mission is further complemented by its Advancing a Healthier Wisconsin (AHW) endowment under which funds are awarded to qualified organizations to support initiatives dedicated to improving the health of Wisconsin residents and reducing disparities statewide. AHW funds are awarded under the oversight of the MCW Consortium on Public and Community Health, Inc., a related organization. LASTLY, AS PART OF MCW'S EDUCATION MISSION, THE KERN NATIONAL NETWORK FOR FLOURISHING IN HEALTH AWARDS FUNDS TO A NATIONAL NETWORK OF MEDICAL SCHOOLS WHO ARE COLLABORATING WITH A SHARED VISION TO TRANSFORM MEDICAL EDUCATION USING THE CONCEPTS OF CHARACTER, CARING AND PRACTICAL WISDOM TO PROMOTE FLOURISHING IN MEDICINE AND ACROSS THE HEALTH ECOSYSTEM. To monitor the use of funds awarded to organizations, MCW enters into signed subaward agreements which contain the terms and conditions of the subaward relationship. The subaward agreements require that prior to reimbursement of expenses, the subrecipient provides a certified invoice to MCW. Before approval of an invoice for payment, MCW verifies that the invoice and any supporting documentation submitted by the subrecipient are in line with the approved subaward budget and that the cost detail presented provides reasonable assurance that costs to be reimbursed are allowable, allocable, and reasonable. WORK PERFORMED BY THE SUBRECIPIENT IS MONITORED TO DETERMINE THAT PROGRESS IS BEING MADE TOWARD THE GOALS AND OBJECTIVES OF THE SUBAWARD. MCW obtains an annual Single Audit report, or a financial audit report or subrecipient questionnaire for organizations not subject to Single Audit requirements, to ensure that audit findings do not exist which would impact awarded funds. In cases where an audit is not required or if audit findings are noted, MCW assesses the risk of the organization and performs additional monitoring tasks as appropriate.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Discretionary Spending AcctYes (X)DiscretionarySpendingAcctInd
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (true)SupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (true)AnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (36 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
MAX C LEE MD
ASST PROF-NEUROSURGERY$1,467,893$0$1,025,977$0$24,242$0$27,600$0$35,294$0$2,581,006$0$0$0
MICHAEL EDWARD MITCHELL MD
CHIEF, PROF-PED CARDIAC SURG$1,766,217$0$150,000$0$34,808$0$27,600$0$36,841$0$2,015,466$0$0$0
JOHN R RAYMOND SR MD
TRUSTEE/PRESIDENT AND CEO$1,204,722$0$374,462$0$58,000$0$280,158$0$29,961$0$1,947,303$0$0$0
SAMAN SHABANI MD
ASST PROF-NEUROSURGERY$849,978$0$1,022,235$0$486$0$27,600$0$40,580$0$1,940,879$0$0$0
ABDEL ALQWASMI MD
PHYSICIAN-HEMATOLOGY/ONCOLOGY$877,007$0$930,937$0$540$0$27,600$0$40,563$0$1,876,647$0$0$0
JOSEPH E KERSCHNER MD
SEE SCHEDULE O FOR TITLE$1,115,551$0$274,639$0$192,997$0$164,920$0$28,692$0$1,776,799$0$112,723$0
MATTHEW COOPER MD
CHIEF, PROF-TRANSPLANT SURGERY$1,288,929$0$231,850$0$2,322$0$27,600$0$36,841$0$1,587,542$0$0$0
DAVID KING MD
TRUSTEE$1,045,951$0$109,860$0$35,106$0$27,600$0$33,580$0$1,252,097$0$0$0
MATTHEW LESTER
EXEC VP-FINANCE & ADMIN, COO$673,895$0$160,548$0$25,439$0$112,702$0$37,694$0$1,010,278$0$0$0
DEBORAH M COSTAKOS MD
SEE SCHEDULE O FOR TITLE$728,860$0$127,565$0$2,322$0$27,600$0$24,287$0$910,634$0$0$0
CHERYL A MAURANA PHD
SEE SCHEDULE O FOR TITLE$508,915$0$183,502$0$65,447$0$60,404$0$30,386$0$848,654$0$30,457$0
M AILEEN SHINAMAN JD
SR VP-GENERAL COUNSEL/ASST SEC$531,339$0$116,394$0$31,345$0$66,660$0$2,459$0$748,197$0$0$0
MARA LORD PHD
SR VP-CHF STRATEGY & GRWTH OFF$466,485$0$64,697$0$85,234$0$88,130$0$23,926$0$728,472$0$45,600$0
SHELISA DALTON
CHIEF FINANCIAL OFFICER$491,183$0$84,458$0$13,684$0$78,882$0$34,153$0$702,360$0$0$0
DAVID A MARGOLIS MD
SEE SCHEDULE O FOR TITLE$567,274$0$62,075$0$3,564$0$27,600$0$27,169$0$687,682$0$0$0
ADRIENNE MITCHELL
SR VP-HR, CHIEF PEOPLE OFFICER$433,053$0$81,771$0$27,544$0$83,633$0$38,481$0$664,482$0$0$0
KEVIN R REGNER MD
SEE SCHEDULE O FOR TITLE$493,760$0$51,771$0$1,429$0$27,600$0$20,872$0$595,432$0$0$0
DAVID HOTCHKISS
VP-INFORMATION SERVICES, CIO$375,662$0$67,636$0$22,404$0$66,941$0$38,737$0$571,380$0$0$0
JASON E KRAISS
VP-INST ADVANCEMENT, CDO$370,740$0$42,290$0$35,607$0$64,246$0$36,860$0$549,743$0$0$0
GREGORY M WESLEY JD
SEE SCHEDULE O FOR TITLE$296,642$0$63,289$0$97,627$0$61,162$0$3,658$0$522,378$0$51,163$0
CURT D SIGMUND PHD
TRUSTEE$398,952$0$39,575$0$25,160$0$27,600$0$24,027$0$515,314$0$0$0
ROY L SILVERSTEIN MD
SEE SCHEDULE O FOR TITLE$345,637$0$64,102$0$22,620$0$27,600$0$26,105$0$486,064$0$0$0
KEVIN M EIDE
VP-FIN PLANNING/DATA ANALYTICS$303,859$0$55,004$0$15,633$0$59,142$0$36,993$0$470,631$0$0$0
PAMELA J STANICK
VP-FINANCE & TREASURY$316,710$0$53,491$0$2,385$0$59,631$0$12,909$0$445,126$0$0$0
TENNILLE SIFUENTES
VP-CORP COMPLIANCE/RISK MGT$275,934$0$52,231$0$6,189$0$55,642$0$39,380$0$429,376$0$0$0
JEFFREY BORNEMANN
VP-FACILITIES & OP TO 3/2/25$268,166$0$54,121$0$17,604$0$56,452$0$32,900$0$429,243$0$0$0
GEORGE MACKINNON III PHD
DEAN, SCHOOL OF PHARMACY$316,157$0$33,844$0$21,681$0$27,600$0$28,517$0$427,799$0$0$0
SUSAN MELCHER
VP-TOTAL REWARDS/HR ANALYTICS$292,568$0$51,192$0$2,948$0$46,509$0$22,929$0$416,146$0$0$0
C GREER JORDAN PHD
VP-ANCHOR PARTNERSHIPS$283,273$0$49,810$0$2,559$0$55,661$0$14,323$0$405,626$0$0$0
DAISY SAHOO PHD
DEAN, SCHOOL OF GRAD STUDIES$285,322$0$37,581$0$16,196$0$26,611$0$35,845$0$401,555$0$0$0
NATHAN BERKEN
VP-GOVERNMENT RELATIONS$227,717$0$40,280$0$776$0$47,022$0$41,727$0$357,522$0$0$0
KIMARA ELLEFSON
FORMER INTERIM VP-HR$262,651$0$25,060$0$743$0$23,379$0$29,338$0$341,171$0$0$0
MARY REINKE
VP-MARKETING & COMMUNICATIONS$225,050$0$40,138$0$3,434$0$43,985$0$1,232$0$313,839$0$0$0
JENNIFER S BULTMAN
SEE SCHEDULE O FOR TITLE$207,185$0$35,259$0$1,104$0$29,856$0$25,968$0$299,372$0$0$0
RAVINDRA P MISRA PHD
FMR DEAN, SCHOOL OF GRAD STUD$191,978$0$19,222$0$1,483$0$17,241$0$14,505$0$244,429$0$0$0
JOHN T NEWSOME JD
FMR SR VP-GEN COUNSEL/ASST SEC$115,563$0$25,000$0$0$0$0$140,563$0$0$0

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE J, PART I, LINE 1MCW PAID BUSINESS SOCIAL CLUB MEMBERSHIP DUES ON BEHALF OF TWO OFFICERS DURING CALENDAR YEAR 2024. THESE MEMBERSHIPS ARE USED FOR MONTHLY BOARD AND COMMITTEE MEETINGS AND FOR OTHER BUSINESS MEETINGS. PERSONAL USE OF THE CLUB BY THESE INDIVIDUALS IS REPORTED TO MCW AND IS TREATED AS A TAXABLE EVENT TO THE INDIVIDUALS. MCW PROVIDED DISCRETIONARY SPENDING ACCOUNTS TO FOUR OFFICERS. THE SPENDING ACCOUNTS ARE NOT PART OF AN ACCOUNTABLE PLAN AND ARE FULLY TAXABLE TO THESE INDIVIDUALS.
SCHEDULE J, PART I, LINE 4BMCW MAINTAINS A SECTION 457(F) SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN FOR CERTAIN ELIGIBLE EMPLOYEES (THE PLAN). TWENTY INDIVIDUALS LISTED ON FORM 990, PART VII CURRENTLY PARTICIPATE IN THE PLAN. UNDER THE PLAN, MCW CONTRIBUTES A DEFINED AMOUNT FOR EACH PARTICIPANT BASED ON A PERCENTAGE OF EACH PARTICIPANT'S BASE SALARY. PARTICIPANTS GENERALLY VEST IN THEIR CONTRIBUTIONS FOR A SPECIFIC PLAN YEAR ON THE LAST DAY OF THE THIRD PLAN YEAR FOLLOWING THAT PLAN YEAR FOR EACH PLAN YEAR THEY ARE A PARTICIPANT. HOWEVER, IF A PARTICIPANT REACHES AGE 62 AND HAS PARTICIPATED IN THREE PLAN YEARS, THE PARTICIPANT BECOMES FULLY VESTED IN ALL CONTRIBUTIONS AT THE END OF THAT PLAN YEAR AND THEIR FUTURE CONTRIBUTIONS VEST ANNUALLY THEREAFTER. DISTRIBUTIONS ARE MADE TO THE ELIGIBLE PARTICIPANTS IN A SINGLE, LUMP SUM PAYMENT WHEN CONTRIBUTIONS BECOME VESTED. DURING CALENDAR YEAR 2024, THREE PARTICIPANTS MET THE VESTING REQUIREMENT FOR PLAN YEAR ENDED 6/30/21 AND RECEIVED LUMP SUM PAYMENTS UNDER THE PLAN AS FOLLOWS: JOSEPH E. KERSCHNER, MD-$140,001; MARA LORD, PHD-$54,827; AND GREGORY M. WESLEY, JD-$61,522. ONE PARTICIPANT HAD MET THE AGE THRESHOLD IN A PRIOR YEAR AND RECEIVED AN ANNUAL LUMP SUM PAYMENT FOR PLAN YEAR ENDED 6/30/24 UNDER THE PLAN AS FOLLOWS: CHERYL MAURANA, PHD-$65,446. A separate supplemental nonqualified retirement agreement under Section 457(f) has been established for John R. Raymond, Sr., MD (the agreement). Under the agreement, MCW contributes a defined amount based on a percentage of his base salary FOR EACH PLAN YEAR. The contributions become vested upon completion of Dr. Raymond's term of employment with MCW, plus any period following such employment when Dr. Raymond is engaged as a consultant with respect to services of the kind performed as President and CEO of MCW, and a period of two years following the later of the termination of his services as CEO or completion of such consultant services. Distribution under the agreement will be made in a single, lump sum payment when contributions become vested.
SCHEDULE J, PART I, LINE 7SELECTED OFFICERS AND OTHER LISTED PERSONS ARE ELIGIBLE FOR INCENTIVE COMPENSATION BASED ON QUANTIFIABLE METRICS APPROVED IN ADVANCE. A PORTION OF SUCH COMPENSATION IS SUBJECT TO THE DISCRETION OF THE NOMINATING AND GOVERNANCE COMMITTEE OF THE BOARD OF TRUSTEES, OR DELEGATED BY THE NOMINATING AND GOVERNANCE COMMITTEE TO THE PRESIDENT, PROVOST & EXECUTIVE VP, OR EXECUTIVE VP-FINANCE & ADMINISTRATION.
SCHEDULE J, PART IIDavid King, MD, is compensated as Chair and Professor of Orthopaedic Surgery, not for his role as Trustee. Curt D. Sigmund, PhD, is compensated as Chair and Professor of Physiology, not for his role as Trustee. Ravindra P. Misra, PhD, is compensated as Associate Provost and Professor of Biochemistry, not for his former role as Dean, School of Graduate Studies. JOHN T. NEWSOME, JD, IS COMPENSATED AS SPECIAL ADVISOR, NOT FOR HIS FORMER ROLE AS SENIOR VP-GENERAL COUNSEL AND ASSISTANT SECRETARY. KIMARA ELLEFSON IS COMPENSATED AS NATIONAL DIRECTOR OF STRATEGY AND PARTNERSHIPS, KERN NATIONAL NETWORK FOR FLOURISHING IN HEALTH, NOT FOR HER FORMER ROLE AS INTERIM VP-HR.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
WHEFA SERIES 2008B
A39133785597710BDK52008-09-04$67,500,000REFUND WHEFA 2004B2 SERIESfalsefalsefalse
WHEFA SERIES 2014B
B3913378550000000002014-12-16$13,930,000REFUND WHEFA 2010 SERIESfalsefalsefalse
WHEFA SERIES 2016
C39133785597712DPV22016-05-11$177,101,039CONSTR FAC/CAP PROJ/REF 2008A SERfalsefalsefalse
WHEFA SERIES 2018
D3913378550000000002018-09-06$55,000,000RENOV CAPITAL PROJECTS AND EQUIPfalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintIndSubstantial CompletionSubstantialCompletionYr
A$1,025,000$0$67,501,101$0$0$0$474,412$676,689$0$0$66,350,000$0Yes (true)falseYes (true)Yes (true)
B$9,730,000$0$13,930,000$0$0$0$178,377$0$7,200$0$13,744,423$0falseYes (true)Yes (true)Yes (true)
C$21,390,000$0$178,028,867$2,276$6,349,729$0$1,570,242$0$0$100,545,136$69,563,760$0falseYes (true)Yes (true)Yes (true)2017
D$17,470,000$0$55,860,694$0$1,419,120$0$277,007$0$0$54,164,567$0$0falsefalseYes (true)Yes (true)2022

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndAny Research AgreementsAnyResearchAgreementsIndEngage Bond Counsel ResearchEngageBondCounselResearchIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndChange In Use Bond Financed PropChangeInUseBondFinancedPropPctRemedial Action TakenRemedialActionTakenIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdIndEngage Bond Counsel ContractsEngageBondCounselContractsInd
AfalseYes (true)falseYes (true)false0.000750.000000.00075falseYes (true)0.00081Yes (true)Yes (true)
B0
CfalseYes (true)Yes (true)Yes (true)false0.002020.000000.00202falsefalsefalseYes (true)false
DfalsefalseYes (true)Yes (true)false0.002150.000000.00215falsefalsefalseYes (true)false

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndTerm Of HedgeTermOfHedgePctSuperintegrated HedgeSuperintegratedHedgeIndHedge TerminatedHedgeTerminatedIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndBusiness Name Line1GICProviderName/BusinessNameLine1TxtGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
Goldman Sachs
AfalsefalseYes (true)Yes (true)Yes (true)Yes (true)25.2falsefalsefalse0falseYes (true)
0
BfalsefalsefalseYes (true)falsefalsefalse0falseYes (true)
0
CfalsefalsefalseYes (true)falsefalsefalse0falseYes (true)
0
DfalsefalsefalseYes (true)falsefalsefalse0falseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

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

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE K, PART ITHE SERIES 2016 BONDS WERE ISSUED TO FUND THE CONSTRUCTION OF A PROFESSIONAL OFFICE BUILDING, TO FUND RENOVATION PROJECTS AND TO ADVANCE-REFUND A PORTION OF THE SERIES 2008A BONDS. THE SERIES 2016 BONDS WERE INCLUDED ON TWO FORM 8038'S UPON ISSUANCE. ONE FORM 8038 REPORTED THE NEW AMOUNTS BORROWED AND THE OTHER REPORTED THE REFUNDING OF THE SERIES 2008A BONDS. THE ISSUE PRICE LISTED ON SCHEDULE K, PART I, FOR SERIES 2016 REPRESENTS THE TOTAL ISSUE PRICE REPORTED ON THE TWO FORM 8038'S. IN ADDITION, THE FINAL CUSIP NUMBER LISTED ON SCHEDULE K, PART I, FOR SERIES 2016 REPRESENTS THE LATEST OF THE CUSIP NUMBERS REPORTED ON THE TWO FORM 8038'S. THE CUSIP NUMBER REPORTED ON THE OTHER FORM 8038 IS 97712DPS9. THE SERIES 2022 BONDS WERE ISSUED TO FUND THE CONSTRUCTION OF A CANCER RESEARCH BUILDING, TO FUND RENOVATION PROJECTS AND TO REFUND THE REMAINING PORTION OF THE SERIES 2008A BONDS. SCHEDULE K, PART II, LINE 3 DIFFERENCES BETWEEN THE ISSUE PRICE AND THE TOTAL PROCEEDS OF THE BOND ISSUE FOR SERIES 2008B, SERIES 2016, SERIES 2018, AND SERIES 2022 RELATE TO INVESTMENT EARNINGS ON CONSTRUCTION AND ISSUANCE COST RESERVE FUNDS.
SCHEDULE K, PART IIIPart III of Schedule K was prepared to account for funds used for new projects (post-December 31, 2002) of each bond issue and does not include any portion which refunded pre-December 31, 2002 bond issues. Schedule K, Part III, LINES 3B & 3D MCW utilizes internal counsel to review its management contracts, service contracts and research agreements relating to financed assets. SCHEDULE K, PART IV, LINE 2C, GROUP 1 COLUMN A - A REBATE COMPUTATION WAS PERFORMED ON 10/24/2023. COLUMN B - A REBATE COMPUTATION WAS PERFORMED ON 1/16/2025. COLUMN C - A REBATE COMPUTATION WAS PERFORMED ON 5/27/2021. COLUMN D - A REBATE COMPUTATION WAS PERFORMED ON 9/29/2023.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd

Issuer Name IssuerName

FieldValueIRS element (for citing)
Business Name Line1WHEFA SERIES 2022BusinessNameLine1Txt
FieldValueIRS element (for citing)
Bond Issuer EIN391337855BondIssuerEIN
CUSIP97712JER0CUSIPNum
Bond Issued2022-02-03BondIssuedDt
Issue Price$193,207,398IssuePriceAmt
PurposeCONSTR FAC/CAP PROJ/REF 2008A SERPurposeDesc
DefeasedfalseDefeasedInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Pool FinancingfalsePoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Retired$0RetiredAmt
Bond Defeased$0BondDefeasedAmt
Total Proceeds$201,882,850TotalProceedsAmt
In Reserve Fund$1,978InReserveFundAmt
Capitalized Interest$19,173,881CapitalizedInterestAmt
Refunding Escrow$0RefundingEscrowAmt
Issuance Costs From Proceeds$0IssuanceCostsFromProceedsAmt
Credit Enhancement$0CreditEnhancementAmt
Working Capital Expenditures$0WorkingCapitalExpendituresAmt
Capital Expenditures$136,912,167CapitalExpendituresAmt
Other Spent Proceeds$4,305,317OtherSpentProceedsAmt
Unspent$41,491,485UnspentAmt
Refunding Tax Exempt BondsYes (true)RefundingTaxExemptBondsInd
Refunding Taxable BondsfalseRefundingTaxableBondsInd
Final Allocation MadefalseFinalAllocationMadeInd
Adequate Books And Rec MaintYes (true)AdequateBooksAndRecMaintInd

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Owning Bond Financed PropertyfalseOwningBondFinancedPropertyInd
Any Lease ArrangementsfalseAnyLeaseArrangementsInd
Mgmt Contract Bond Fincd PropfalseMgmtContractBondFincdPropInd
Any Research AgreementsYes (true)AnyResearchAgreementsInd
Engage Bond Counsel ResearchfalseEngageBondCounselResearchInd
Private Bus Use By Others0.00007PrivateBusUseByOthersPct
Private Bus Concerning UBI0.00000PrivateBusConcerningUBIPct
Total Private Business Use0.00007TotalPrivateBusinessUsePct
Bond Iss Meet Prvt Sec Pymt TestfalseBondIssMeetPrvtSecPymtTestInd
Change In Use Bond Financed PropfalseChangeInUseBondFinancedPropInd
Remedial Action TakenfalseRemedialActionTakenInd
Procs Nonqualified Bond RemdtdYes (true)ProcsNonqualifiedBondRemdtdInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Form8038 T FiledfalseForm8038TFiledInd
Rebate Not Due YetYes (true)RebateNotDueYetInd
Exception To RebateYes (true)ExceptionToRebateInd
No Rebate DuefalseNoRebateDueInd
Variable Rate IssuefalseVariableRateIssueInd
Hedge Identified In Bks And RecfalseHedgeIdentifiedInBksAndRecInd

Hedge Provider Name HedgeProviderName

FieldValueIRS element (for citing)
Business Name Line10BusinessNameLine1Txt
FieldValueIRS element (for citing)
Gross Proceeds Invested In GICfalseGrossProceedsInvestedInGICInd

GIC Provider Name GICProviderName

FieldValueIRS element (for citing)
Business Name Line10BusinessNameLine1Txt
FieldValueIRS element (for citing)
Gross Proceeds InvestedYes (true)GrossProceedsInvestedInd
Written Proc To Monitor ReqsYes (true)WrittenProcToMonitorReqsInd

Procedures Corrective Action ProceduresCorrectiveActionGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Procedures Corrective ActionYes (true)ProceduresCorrectiveActionInd

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
CASEY M CALKINS MD
SPOUSE OF TRUSTEE$903,697PROFESSOR-PEDIATRIC SURGERYfalse
KAREN J MACKINNON RPH
SPOUSE OF OFFICER$181,414ASSISTANT PROFESSOR-PHARMACYfalse
MELISSA L MARGOLIS
CHILD OF KEY EMPLOYEE$128,685APP INPATIENTfalse

Schedule M IRS990ScheduleM

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

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution24ContributionCnt
Noncash Contributions Rpt F990$1,279,994NoncashContributionsRptF990Amt
Method Of Determining RevenuesSelling priceMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Securities Closely Held StockSecuritiesCloselyHeldStockGrp
Secur Prtnrshp Trust IntrstsSecurPrtnrshpTrustIntrstsGrp
Securities MiscellaneousSecuritiesMiscellaneousGrp
Qualified Contrib Hist StructQualifiedContribHistStructGrp
Qualified Contrib OtherQualifiedContribOtherGrp
Real Estate ResidentialRealEstateResidentialGrp
Real Estate CommercialRealEstateCommercialGrp
Real Estate OtherRealEstateOtherGrp
CollectiblesCollectiblesGrp
Food InventoryFoodInventoryGrp
Drugs And Medical SuppliesDrugsAndMedicalSuppliesGrp
TaxidermyTaxidermyGrp
Historical ArtifactsHistoricalArtifactsGrp
Scientific SpecimensScientificSpecimensGrp
Archaeological ArtifactsArchaeologicalArtifactsGrp

Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)Research Equipment1$191,163Cost/Selling price
Yes (X)Sports Tickets2$840Cost/Selling price
Yes (X)Training Equipment1$1,532Cost/Selling price
FieldValueIRS element (for citing)
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule M, Part I, Column (B)FormAndLineReferenceDesc
ExplanationThe amounts listed in Column (B) for all property types represent total number of contributions received, not individual items contributed.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (15 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART I & III, LINE 1 - CONTINUEDSCIENTISTS, PHARMACISTS, AND HEALTH PROFESSIONALS; MCW DISCOVERS AND TRANSLATES NEW KNOWLEDGE IN THE BIOMEDICAL AND HEALTH SCIENCES; MCW PROVIDES CUTTING EDGE, COLLABORATIVE PATIENT CARE OF THE HIGHEST QUALITY; AND MCW IMPROVES THE HEALTH OF THE COMMUNITIES IT SERVES.
FORM 990, PART III, LINE 4AEducation - Approximately 1,675 students are enrolled in degree-granting educational programs at MCW. This includes 1,039 medical students, 458 graduate students, 127 pharmacy students, and 53 Master of Science in Anesthesia students. MCW faculty supervise more than 700 physicians in residency training and 200 physicians in fellowship training through the Medical College of Wisconsin Affiliated Hospitals, Inc. Additionally, scientists are engaged in postdoctoral research fellowship training through the MCW School of Graduate Studies and MCW provided more than 3,725 hours of Continuing Medical Education-accredited activities and awarded more than 101,400 credits to physicians and other health professionals. The MCW School of Medicine, with campuses in Milwaukee, Green Bay and Central Wisconsin, provides an innovative approach to academic medicine that prepares its students to excel in their fields and instills a responsibility to administer compassionate, equitable, and culturally competent care. The MCW School of Pharmacy is preparing the next generation of pharmacists to engage in team-based, patient-centered care in a multitude of practice settings by training in advanced practice skills and providing extensive exposure to a variety of clinical settings and world-class research activities.
FORM 990, PART III, LINE 4BResearch - MCW is a major national research center and the second largest research institution in Wisconsin. In fiscal year 2025, MCW invested $428.1 million in research, teaching, training and related purposes which will lead to improved patient care and health outcomes. This total includes $130.7 million from the National Institutes of Health (NIH). MCW ranks in the top third of U.S. medical schools in NIH research support. MCW's research enterprise is focused on strategic, prioritized areas of research involving interdisciplinary collaboration among scientists and physicians with the goal of rapidly translating discoveries into advances for patient care. MCW scientists lead biomedical and population health advancements through laboratory research, clinical trials and community engaged research. MCW faculty conducted approximately 5,000 research studies, including clinical trials, and reported 31 new discoveries and inventions to MCW's Office of Technology Development. The portfolio includes 416 active technologies covered by more than 590 pending and issued U.S. and foreign patents.
FORM 990, PART III, LINE 4CPatient Care - Approximately 1,920 MCW physicians and 1,830 nurse practitioners, physician assistants, and other health care practitioners provide adult patient care as the Medical College Physicians and pediatric patient care through Children's Specialty Group, a joint venture with Children's Hospital and Health System. The MCW physician practice includes doctors in every specialty and subspecialty of medicine. MCW providers, physician assistants, nurse practitioners and other health care practitioners care for more than 520,000 patients, representing approximately 5.2 million patient visits annually. MCW has a policy of providing health care services without charge, or at amounts less than established rates, to patients who are unable to pay and who meet certain eligibility criteria established in MCW's community care policy. In fiscal year 2025, the estimated direct and indirect costs incurred by MCW to provide services under MCW's community care policy were $11.7 million. MCW physicians and practitioners provide patient care at three major affiliate locations - Froedtert & MCW regional health network facilities in partnership with Froedtert THEDACARE Health, Children's Wisconsin facilities, and the Clement J. Zablocki VA Medical Center - and many other hospitals and clinics throughout Wisconsin.
FORM 990, PART III, LINE 4DCommunity Engagement - MCW's Community Engagement mission focuses on building productive partnerships between MCW and communities across Wisconsin and beyond. Through these partnerships, MCW and its community collaborators work together to have a greater impact on addressing Wisconsin's most pressing issues affecting health. MCW faculty and staff are engaged in more than 4,030 community engagement activities, involving hundreds of community partners, groups, and organizations, to advance the health of people and communities throughout metro Milwaukee and Wisconsin.
FORM 990, PART VI, LINE 1AMCW'S BOARD OF TRUSTEES CONTAINS AN EXECUTIVE COMMITTEE WHICH IS ELECTED BY THE BOARD AND CONSISTS OF THE CHAIR, PRESIDENT, SECRETARY, TREASURER, THE CHAIRS OF THE OTHER BOARD COMMITTEES, THE IMMEDIATE PAST CHAIR, THE VICE CHAIR AND AT-LARGE MEMBERS OF THE BOARD SO ELECTED. THE EXECUTIVE COMMITTEE HAS AND MAY EXERCISE, WHEN THE BOARD OF TRUSTEES IS NOT IN SESSION, ALL THE POWERS OF THE BOARD IN THE MANAGEMENT OF THE BUSINESS AND AFFAIRS OF MCW.
FORM 990, PART VI, LINE 21) LINDA G. GORENS-LEVEY AND DAVID LUBAR, TRUSTEES - BUSINESS RELATIONSHIP 2) GREGORY S. MARCUS AND AUSTIN RAMIREZ, TRUSTEES - BUSINESS RELATIONSHIP
FORM 990, PART VI, SECTION A, LINE 4A SIGNIFICANT CHANGE TO THE BYLAWS MADE SINCE THE PRIOR FORM 990 WAS FILED IS AS FOLLOWS: THE GENERAL COUNSEL SHALL AUTOMATICALLY BE APPOINTED TO AND SERVE IN THE ROLE OF ASSISTANT SECRETARY TO THE BOARD.
FORM 990, PART VI, LINE 7ATWO OF THE TRUSTEES OF MCW ARE APPOINTED BY THE GOVERNOR OF THE STATE OF WISCONSIN, AFTER THE ADVICE AND CONSENT OF THE STATE SENATE. THE PRESIDENT AND CHIEF EXECUTIVE OFFICER OF CHILDREN'S HOSPITAL AND HEALTH SYSTEM, INC., SERVES AS TRUSTEE OF MCW AS LONG AS S/HE REMAINS IN OFFICE. THE BALANCE OF THE TRUSTEES ARE ELECTED BY MAJORITY VOTE OF THE TRUSTEES THEN IN OFFICE.
FORM 990, PART VI, LINE 11BTHE FORM 990 WAS PREPARED WITH THE ASSISTANCE OF PWC US TAX LLP, MCW'S EXTERNAL TAX PREPARERS, AND A FINAL DRAFT WAS REVIEWED BY THE VP OF FINANCE & TREASURY AND THE CHIEF FINANCIAL OFFICER. AN OVERVIEW OF THE FINAL DRAFT OF FORM 990 WAS PRESENTED TO THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES BY PWC US TAX LLP AND SENIOR MANAGEMENT. A FINAL COPY OF FORM 990 WAS PROVIDED TO THE ENTIRE BOARD OF TRUSTEES PRIOR TO FILING WITH THE IRS.
FORM 990, PART VI, LINE 12CMCW HAS A CONFLICT OF INTEREST POLICY WHICH REQUIRES EMPLOYEES AND BOARD MEMBERS TO REPORT ANNUALLY ON CONFLICTS OF INTEREST FOR THEMSELVES AND FAMILY MEMBERS. EMPLOYEE DISCLOSURE FORMS ARE REVIEWED BY THE CORPORATE COMPLIANCE OFFICE. IN ADDITION, IF THERE IS A POTENTIAL CONFLICT DURING THE YEAR, THE EMPLOYEE MUST SUBMIT A WRITTEN REQUEST FOR APPROVAL TO THE CORPORATE COMPLIANCE OFFICE PRIOR TO UNDERTAKING THE ACTIVITY. THE CORPORATE COMPLIANCE OFFICE DETERMINES IF THE ACTIVITY COMPLIES WITH MCW POLICIES AND/OR WHETHER A POTENTIAL CONFLICT OF INTEREST EXISTS. DURING REVIEW OF THE PROPOSED ACTIVITY, THE CORPORATE COMPLIANCE OFFICE MAY SEEK GUIDANCE FROM EXECUTIVE LEADERSHIP OR THE GENERAL COUNSEL'S OFFICE AS DEEMED NECESSARY. WRITTEN APPROVAL OR DISAPPROVAL IS THEN PROVIDED. MCW'S GENERAL COUNSEL AND THE NOMINATING AND GOVERNANCE COMMITTEE OF THE BOARD OF TRUSTEES MAY REVIEW THE DISCLOSURE FORMS IF THEY RELATE TO A BOARD MEMBER. DISCLOSED CONFLICTS BECOME A MATTER OF BOARD RECORD THROUGH THE ANNUAL DISCLOSURE FORM. ANY CONFLICTS ALSO MUST BE DISCLOSED WHEN THE INTEREST BECOMES A MATTER OF BOARD OR BOARD COMMITTEE ACTION. IF A CONFLICT OF INTEREST ARISES FOR A MEMBER OF THE BOARD OF TRUSTEES WHILE THE BOARD OR ITS COMMITTEES ARE CONSIDERING, AUTHORIZING, OR RATIFYING A CONTRACT OR OTHER MATTER, THE BOARD MEMBER MUST EXCLUDE HIMSELF/HERSELF FROM THE DELIBERATIONS AND VOTE AND THE MINUTES OF THE MEETING MUST REFLECT THAT A DISCLOSURE WAS MADE, THE ABSTENTION FROM VOTING, AND THE DETERMINATION THAT THE PROPOSED CONTRACT OR TRANSACTION IS FAIR AND REASONABLE TO MCW.
FORM 990, PART VI, LINES 15A & 15BAs delegated by the Board of Trustees, the Nominating and Governance Committee of the Board of Trustees annually reviews and approves the compensation for, and transactions with, the President and CEO and certain officers. The Nominating and Governance Committee's oversight role includes, but is not limited to, establishing and reviewing MCW executive compensation philosophy and strategy, evaluating the performance of the President, accepting the President's performance evaluations of certain officers, determining compensation levels based on these performance reviews, receiving reports from outside advisors to provide objective and impartial compensation data and to express an opinion on total compensation reasonableness, and approving the charters of MCW's committees charged with reviewing compensation. Approval of compensation decisions for the President and certain officers is documented in the minutes of the Nominating and Governance Committee and reported to the Board of Trustees. Compensation decisions for all other officers and key employees are delegated to and reviewed and approved annually by the MCW Institutional Compensation Committee or its Executive Committee based on performance assessment and budgetary guidelines, utilizing external compensation data from various sources to evaluate comparability to market compensation trends. In the event of any conflict of interest, the review is referred to the Nominating and Governance Committee for consideration. Approval of compensation decisions and recommendations is documented in the minutes of the respective committees.
FORM 990, PART VI, LINE 19MCW DOES NOT MAKE ITS GOVERNING DOCUMENTS OR CONFLICT OF INTEREST POLICY AVAILABLE TO THE GENERAL PUBLIC. FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC THROUGH POSTING ON MCW'S WEBSITE.
FORM 990, PART VII, SECTION AJoseph E. Kerschner, MD, stepped down from his roles as Trustee, Executive VP, Provost, and Dean of the School of Medicine effective 12/31/24. After this date, he served as Emeritus Dean and Professor in the Departments of Otolaryngology and Communication Sciences and Microbiology & Immunology. Deborah M. Costakos, MD, served as Chair and Professor of Ophthalmology and Visual Sciences until 1/1/25 when she was named Interim Dean of the School of Medicine. Cheryl A. Maurana, PhD, was named Interim Provost on 1/1/25 in addition to maintaining her previous role as Senior VP for Strategic Academic Partnerships. Gregory M. Wesley, JD, served as Senior VP for Strategic Alliances and Business Development until 7/31/24. Jennifer S. Bultman served as Chief of Staff, Office of the President, until 8/1/24 when she was appointed VP-Strategic Planning and Implementation while also continuing her role as Chief of Staff. DAVID A. MARGOLIS, MD, SERVED AS INTERIM CHAIR AND PROFESSOR OF PEDIATRICS PRIOR TO BEING APPOINTED CHAIR OF PEDIATRICS EFFECTIVE 2/1/24. Roy L. Silverstein, MD, stepped down from the role of Chair of Medicine effective 1/31/24. After this date, he continues to serve as Professor in the Department of Medicine. KEVIN R. REGNER, MD, PROFESSOR OF MEDICINE AND CHIEF, DIVISION OF NEPHROLOGY, WAS APPOINTED INTERIM CHAIR OF MEDICINE EFFECTIVE 2/1/24. David King, MD, is compensated as Chair and Professor of Orthopaedic Surgery, not for his role as Trustee. Curt D. Sigmund, PhD, is compensated as Chair and Professor of Physiology, not for his role as Trustee. Ravindra P. Misra, PhD, is compensated as Associate Provost and Professor of Biochemistry, not for his former role as Dean, School of Graduate Studies. John T. Newsome, JD, is compensated as Special Advisor, not for his former role as Senior VP-General Counsel and Assistant Secretary. Kimara Ellefson is compensated as National Director of Strategy and Partnerships, Kern National Network for Flourishing in Health, not for her former role as Interim VP-HR. JOSEPH E. KERSCHNER, MD; DEBORAH M. COSTAKOS, MD; DAVID A. MARGOLIS, MD; AND MICHAEL EDWARD MITCHELL, MD; are compensated for both their academic role at MCW and their physician role at Children's Specialty Group, Inc. (CSG), a related organization. Work hours related to their role at MCW are reflected above the dotted line and work hours related to CSG are reflected below the dotted line. MCW uses a standard 40 hour work week as a representation of a full-time employee.
FORM 990, PART XI, LINE 9CHANGE IN FAIR VALUE OF INTEREST RATE SWAP: ($615,839) CHANGE IN FAIR VALUE OF CHARITABLE TRUSTS: $176,071 INTERCOMPANY TRANSFER: ($2,126,883) TOTAL: ($2,566,651)

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1MCW SPECIALISTS LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line18701 WATERTOWN PLANK RDAddressLine1Txt
CityMILWAUKEECityNm
State AbbreviationWIStateAbbreviationCd
ZIP53226ZIPCd
FieldValueIRS element (for citing)
EIN815310239EIN
Primary ActivitiesSUPPORT SERVPrimaryActivitiesTxt
Legal Domicile StateWILegalDomicileStateCd
Total Income$0TotalIncomeAmt
End Of Year Assets$0EndOfYearAssetsAmt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1MCWBusinessNameLine1Txt

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
Children's Specialty Group Inc
999 North 92nd St STE C740MilwaukeeWI53226391990012PediatricsWI501(c)(3)12a-INAfalse
MCW Affiliated Hospitals Inc
8701 Watertown Plank RdMilwaukeeWI53226391341366GRAD MED EDUCWI501(C)(3)12a-INAfalse
FORENSIC SCIENCE & PROT MED COLLAB INC
8701 WATERTOWN PLANK RDMILWAUKEEWI53226921417742FACILITY DEVWI501(C)(3)12c-IIINAfalse

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (10 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtPredominant Income TypePredominantIncomeTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtDisproportionate AllocationsDisproportionateAllocationsIndUBI Code VUBICodeVAmtGeneral Or Managing PartnerGeneralOrManagingPartnerIndOwnershipOwnershipPctEINEIN
Children's Hlth Network of WI LLC
8701 Watertown Plank RdMilwaukeeWI53226Health CareWINARelated$0$0false$0Yes (true)0.50000
Drexel Town Sq Surg Center LLC
9200 W Wisconsin AvenueMilwaukeeWI53226Surgery CenterWIFroed Hlth ASCRelated$183,995$1,960,298false$0Yes (true)0.49000814904300
FMLH MCW Real Estate Ventures LLC
9200 W Wisconsin AvenueMilwaukeeWI53226Real EstateWINARelated$472,449$17,746,012false$0Yes (true)0.50000260629591
Froedtert & MCW ACO LLC
8710 Watertown Plank RdMilwaukeeWI53226Health CareWINARelated-$58,034$360,681false$0Yes (true)0.50000833159534
Froedtert & MCW Network LLC
9200 W Wisconsin AvenueMilwaukeeWI53226Health CareWINARelated-$7,440,750$11,097,744false$0Yes (true)0.50000814382585
Froedtert Surgery Center LLC
9200 W Wisconsin AvenueMilwaukeeWI53226Surgery CenterWIFroed Hlth ASCRelated$4,457,683$11,215,801false$0Yes (true)0.49000201499345
Menomonee Falls ASC LLC
W180 N8045 Town Hall RoadMenomonee FallsWI53051Surgery CenterWIFroed Hlth ASCRelated$583,963$7,764,821false$0Yes (true)0.49000391745697
MRMC Land Bank LLC
8700 Watertown Plank RdWauwatosaWI53226Real EstateWINARelated$8,766$4,995,056false$0Yes (true)0.33330850519151
ThriveOn King LLC
8701 Watertown Plank RdMilwaukeeWI53226Bldg LeasingWINARelated-$713,478$12,904,217false$0Yes (true)0.50000992406599
West Bend Surgery Center LLC
3200 Pleasant Valley RdWest BendWI53095Surgery CenterWIFroed Hlth ASCRelated$1,510,233$9,675,846false$0Yes (true)0.49000391954169

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctControlled OrganizationControlledOrganizationInd
Blue & Green I Condo Association Inc
8701 Watertown Plank RdMilwaukeeWI53226262355106Building MgmtWIMCWC Corp$0$00.69000Yes (true)
MCW Prof Liability Insurance Program
8701 Watertown Plank RdMilwaukeeWI53226396484662INSURANCEWIMCWTrust$1,083,091$12,071,2101.00000Yes (true)
MCW CONSORTIUM ON PUBLIC & COMM HLTH INC
8701 WATERTOWN PLANK RDMILWAUKEEWI53226AHW OVERSIGHTWIMCWC CORP$0$00.89000Yes (true)
CHARITABLE REMAINDER TRUST (1)
SUPPORTWIMCWTRUSTYes (true)
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgYes (true)RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (true)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (true)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (true)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (true)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (true)TransferToOtherOrgInd
Transfer From Other OrgYes (true)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
MCW Prof Liability Insurance Program
Q$3,659,745CASH BASIS
MCW Prof Liability Insurance Program
R$2,126,883CASH BASIS