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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-15T12:22:42-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PwC US Tax LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 SEAPORT BLVD SUITE 500 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390806261 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MEDICAL COLLEGE OF WISCONSIN INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % PAMELA J STANICK | InCareOfNm |
| Business Name Control | MEDI | BusinessNameControlTxt |
| Phone | 4149558665 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8701 Watertown Plank Road | AddressLine1Txt |
| City | Milwaukee | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 532263548 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MATTHEW J LESTER | PersonNm |
| Person Title | EVP FINANCE/COO | PersonTitleTxt |
| Phone | 4149558740 | PhoneNum |
| Signature | 2026-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAUL J TANIS | PreparerPersonNm |
| PTIN | P01441612 | PTIN |
| Phone | 6175305000 | PhoneNum |
| Preparation | 2026-05-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JOHN R RAYMOND SR MD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8701 Watertown Plank Road | AddressLine1Txt |
| City | Milwaukee | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 532263548 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,320,552,925 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | http://www.mcw.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1918 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | THE 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 Body | 28 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 24 | VotingMembersIndependentCnt |
| Total Employee | 8196 | TotalEmployeeCnt |
| Total Volunteers | 26 | TotalVolunteersCnt |
| Total Gross UBI | -$4,125,170 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $36,308 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $222,011,817 | PYContributionsGrantsAmt |
| CY Contributions Grants | $226,082,409 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,305,967,100 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,399,529,898 | CYProgramServiceRevenueAmt |
| PY Investment Income | $76,648,855 | PYInvestmentIncomeAmt |
| CY Investment Income | $128,610,509 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,813,370 | PYOtherRevenueAmt |
| CY Other Revenue | $4,111,323 | CYOtherRevenueAmt |
| PY Total Revenue | $1,607,441,142 | PYTotalRevenueAmt |
| CY Total Revenue | $1,758,334,139 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $64,474,204 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $65,670,189 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,225,313,002 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,296,679,542 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $115,703 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $25,548 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $8,129,022 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $294,727,149 | PYOtherExpensesAmt |
| CY Other Expenses | $319,926,669 | CYOtherExpensesAmt |
| PY Total Expenses | $1,584,630,058 | PYTotalExpensesAmt |
| CY Total Expenses | $1,682,301,948 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $22,811,084 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $76,032,191 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,274,618,395 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,469,802,142 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $817,754,846 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $800,602,172 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,456,863,549 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,669,199,970 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE 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 Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $155,373,919 | ExpenseAmt |
| Grant | $20,411,800 | GrantAmt |
| Revenue | $117,261,513 | RevenueAmt |
| Desc | SEE SCHEDULE O | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $379,314,578 | ExpenseAmt |
| Grant | $35,803,628 | GrantAmt |
| Revenue | $85,964,437 | RevenueAmt |
| Desc | SEE SCHEDULE O | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $984,389,706 | ExpenseAmt |
| Grant | $244,861 | GrantAmt |
| Revenue | $1,194,943,995 | RevenueAmt |
| Desc | SEE SCHEDULE O | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $28,473,199 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $9,209,900 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $1,359,953 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $1,547,551,402 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (true) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | Yes (true) | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 3328 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 8196 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (true) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | Yes (true) | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 28 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 24 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (true) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (true) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (true) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAMELA J STANICK | PersonNm |
| Phone | 4149558665 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8701 WATERTOWN PLANK RD | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53226 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (63 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| MAX C LEE MD | ||||||||||
| ASST PROF-NEUROSURGERY | 40.0 | 0.0 | Yes (X) | $2,518,112 | $0 | $62,894 | ||||
| MICHAEL EDWARD MITCHELL MD | ||||||||||
| CHIEF, PROF-PED CARDIAC SURG | 1.0 | 39.0 | Yes (X) | $1,951,025 | $0 | $64,441 | ||||
| JOHN R RAYMOND SR MD | ||||||||||
| TRUSTEE/PRESIDENT AND CEO | 40.0 | 0.0 | $1,637,184 | $0 | $310,119 | Yes (X) | Yes (X) | |||
| SAMAN SHABANI MD | ||||||||||
| ASST PROF-NEUROSURGERY | 40.0 | 0.0 | Yes (X) | $1,872,699 | $0 | $68,180 | ||||
| ABDEL ALQWASMI MD | ||||||||||
| PHYSICIAN-HEMATOLOGY/ONCOLOGY | 40.0 | 0.0 | Yes (X) | $1,808,484 | $0 | $68,163 | ||||
| JOSEPH E KERSCHNER MD | ||||||||||
| SEE SCHEDULE O FOR TITLE | 39.5 | 0.5 | $1,583,187 | $0 | $193,612 | Yes (X) | Yes (X) | |||
| MATTHEW COOPER MD | ||||||||||
| CHIEF, PROF-TRANSPLANT SURGERY | 40.0 | 0.0 | Yes (X) | $1,523,101 | $0 | $64,441 | ||||
| DAVID KING MD | ||||||||||
| TRUSTEE | 40.0 | 0.0 | $1,190,917 | $0 | $61,180 | Yes (X) | ||||
| MATTHEW LESTER | ||||||||||
| EXEC VP-FINANCE & ADMIN, COO | 40.0 | 0.0 | $859,882 | $0 | $150,396 | Yes (X) | ||||
| DEBORAH M COSTAKOS MD | ||||||||||
| SEE SCHEDULE O FOR TITLE | 35.0 | 5.0 | $858,747 | $0 | $51,887 | Yes (X) | ||||
| CHERYL A MAURANA PHD | ||||||||||
| SEE SCHEDULE O FOR TITLE | 40.0 | 0.0 | $757,864 | $0 | $90,790 | Yes (X) | ||||
| M AILEEN SHINAMAN JD | ||||||||||
| SR VP-GENERAL COUNSEL/ASST SEC | 40.0 | 0.0 | $679,078 | $0 | $69,119 | Yes (X) | ||||
| MARA LORD PHD | ||||||||||
| SR VP-CHF STRATEGY & GRWTH OFF | 40.0 | 0.0 | $616,416 | $0 | $112,056 | Yes (X) | ||||
| SHELISA DALTON | ||||||||||
| CHIEF FINANCIAL OFFICER | 40.0 | 0.0 | $589,325 | $0 | $113,035 | Yes (X) | ||||
| DAVID A MARGOLIS MD | ||||||||||
| SEE SCHEDULE O FOR TITLE | 30.0 | 10.0 | $632,913 | $0 | $54,769 | Yes (X) | ||||
| ADRIENNE MITCHELL | ||||||||||
| SR VP-HR, CHIEF PEOPLE OFFICER | 40.0 | 0.0 | $542,368 | $0 | $122,114 | Yes (X) | ||||
| KEVIN R REGNER MD | ||||||||||
| SEE SCHEDULE O FOR TITLE | 40.0 | 0.0 | $546,960 | $0 | $48,472 | Yes (X) | ||||
| DAVID HOTCHKISS | ||||||||||
| VP-INFORMATION SERVICES, CIO | 40.0 | 0.0 | $465,702 | $0 | $105,678 | Yes (X) | ||||
| JASON E KRAISS | ||||||||||
| VP-INST ADVANCEMENT, CDO | 40.0 | 0.0 | $448,637 | $0 | $101,106 | Yes (X) | ||||
| GREGORY M WESLEY JD | ||||||||||
| SEE SCHEDULE O FOR TITLE | 40.0 | 0.0 | $457,558 | $0 | $64,820 | Yes (X) | ||||
| CURT D SIGMUND PHD | ||||||||||
| TRUSTEE | 40.0 | 0.0 | $463,687 | $0 | $51,627 | Yes (X) | ||||
| ROY L SILVERSTEIN MD | ||||||||||
| SEE SCHEDULE O FOR TITLE | 40.0 | 0.0 | $432,359 | $0 | $53,705 | Yes (X) | ||||
| KEVIN M EIDE | ||||||||||
| VP-FIN PLANNING/DATA ANALYTICS | 40.0 | 0.0 | $374,496 | $0 | $96,135 | Yes (X) | ||||
| PAMELA J STANICK | ||||||||||
| VP-FINANCE & TREASURY | 40.0 | 0.0 | $372,586 | $0 | $72,540 | Yes (X) | ||||
| TENNILLE SIFUENTES | ||||||||||
| VP-CORP COMPLIANCE/RISK MGT | 40.0 | 0.0 | $334,354 | $0 | $95,022 | Yes (X) | ||||
| JEFFREY BORNEMANN | ||||||||||
| VP-FACILITIES & OP TO 3/2/25 | 40.0 | 0.0 | $339,891 | $0 | $89,352 | Yes (X) | ||||
| GEORGE MACKINNON III PHD | ||||||||||
| DEAN, SCHOOL OF PHARMACY | 40.0 | 0.0 | $371,682 | $0 | $56,117 | Yes (X) | ||||
| SUSAN MELCHER | ||||||||||
| VP-TOTAL REWARDS/HR ANALYTICS | 40.0 | 0.0 | $346,708 | $0 | $69,438 | Yes (X) | ||||
| C GREER JORDAN PHD | ||||||||||
| VP-ANCHOR PARTNERSHIPS | 40.0 | 0.0 | $335,642 | $0 | $69,984 | Yes (X) | ||||
| DAISY SAHOO PHD | ||||||||||
| DEAN, SCHOOL OF GRAD STUDIES | 40.0 | 0.0 | $339,099 | $0 | $62,456 | Yes (X) | ||||
| NATHAN BERKEN | ||||||||||
| VP-GOVERNMENT RELATIONS | 40.0 | 0.0 | $268,773 | $0 | $88,749 | Yes (X) | ||||
| KIMARA ELLEFSON | ||||||||||
| FORMER INTERIM VP-HR | 40.0 | 0.0 | $288,454 | $0 | $52,717 | Yes (X) | ||||
| MARY REINKE | ||||||||||
| VP-MARKETING & COMMUNICATIONS | 40.0 | 0.0 | $268,622 | $0 | $45,217 | Yes (X) | ||||
| JENNIFER S BULTMAN | ||||||||||
| SEE SCHEDULE O FOR TITLE | 40.0 | 0.0 | $243,548 | $0 | $55,824 | Yes (X) | ||||
| RAVINDRA P MISRA PHD | ||||||||||
| FMR DEAN, SCHOOL OF GRAD STUD | 40.0 | 0.0 | $212,683 | $0 | $31,746 | Yes (X) | ||||
| JOHN T NEWSOME JD | ||||||||||
| FMR SR VP-GEN COUNSEL/ASST SEC | 10.0 | 0.0 | $140,563 | $0 | $0 | Yes (X) | ||||
| ELIZABETH BRENNER | ||||||||||
| TRUSTEE/CHAIR | 3.0 | 0.0 | $0 | $0 | $0 | Yes (X) | Yes (X) | |||
| PHILIP B FLYNN | ||||||||||
| TRUSTEE/IMMEDIATE PAST CHAIR | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | Yes (X) | |||
| JOHN DONOFRIO | ||||||||||
| TRUSTEE/VICE CHAIR | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | Yes (X) | |||
| JACQUELINE HERD-BARBER | ||||||||||
| TRUSTEE/SECRETARY | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | Yes (X) | |||
| JON D HAMMES | ||||||||||
| TRUSTEE/TREASURER | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | Yes (X) | |||
| CHRISTY L BROWN | ||||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| BARBARA CALKINS MD | ||||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| LINDA G GORENS-LEVEY | ||||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| PAUL W GRIEPENTROG | ||||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| JOHN M GROGAN | ||||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| NANCY HERNANDEZ | ||||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| TED D KELLNER | ||||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| DAVID LUBAR | ||||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| GREGORY S MARCUS | ||||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| ANTHONY MCHENRY | ||||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| CHRIS MISKEL | ||||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| JUSTIN L MORTARA PHD | ||||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| JANIS M ORLOWSKI MD | ||||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| GIL PERI | ||||||||||
| TRUSTEE AS OF 8/12/24 | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| WARREN D PIERSON | ||||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| R JAN PIROZZOLO-MELLOWES | ||||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| AUSTIN RAMIREZ | ||||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| KRISTINA M ROPELLA PHD | ||||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| STEVE SCHWAB MD | ||||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| RICH TENNESSEN | ||||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| PEGGY TROY | ||||||||||
| TRUSTEE TO 8/11/24 | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| BRIAN S COWPERTHWAITE | ||||||||||
| VP-FACILITIES &OP AS OF 3/3/24 | 40.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $23,517,641 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $2,346,301 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2993 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| M A MORTENSON CO | |||||
| 115 S 84TH STREET SUITE 400 | MILWAUKEE | WI | 53214 | CONSTRUCTION SERVICE | $59,103,256 |
| FROEDTERT HEALTH MEDICAL GROUP | |||||
| 9200 W WISCONSIN AVENUE | MILWAUKEE | WI | 53226 | PHYSICIAN/SHARED SVC | $17,527,730 |
| NATIONAL MARROW DONOR PROGRAM | |||||
| 500 N 5TH STREET | MINNEAPOLIS | MN | 55401 | RESEARCH SUBCONTRACT | $16,438,925 |
| FROEDTERT MEMORIAL LUTHERAN HOSPITA | |||||
| 9200 W WISCONSIN AVENUE | MILWAUKEE | WI | 53226 | CONTRACTUAL SERVICES | $15,044,490 |
| FROEDTERT THEDACARE HEALTH INC | |||||
| 9200 W Wisconsin Ave | MILWAUKEE | WI | 53226 | CONTRACTUAL SERVICES | $12,677,844 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 201 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $772,490 | FundraisingAmt |
| Government Grants | $178,136,261 | GovernmentGrantsAmt |
| All Other Contributions | $47,173,658 | AllOtherContributionsAmt |
| Noncash Contributions | $1,473,529 | NoncashContributionsAmt |
| Total Contributions | $226,082,409 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| CLINICAL PRACTICE PLAN REVENUE | 621110 | $769,595,620 | $769,582,021 | $13,599 |
| PHYSICIAN CONTRACTS/AFFILIATE SVCS | 621110 | $327,461,776 | $327,461,776 | |
| MEDICARE/MEDICAID PAYMENTS | 621110 | $138,490,818 | $138,490,818 | |
| MEDICAL INSTRUCTION TUITION AND FEES | 611600 | $90,853,035 | $90,853,035 | |
| NON-GOVERNMENTAL GRANTS AND CONTRACTS | 541700 | $68,711,273 | $68,711,273 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,417,376 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,417,376 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,399,529,898 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $39,979,981 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$4,776,074 | UnrelatedBusinessRevenueAmt |
| Exclusion | $44,756,055 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,254 | TotalRevenueColumnAmt |
| Exclusion | $4,254 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,761,733 | TotalRevenueColumnAmt |
| Exclusion | $3,761,733 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $4,671,053 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $4,326,184 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $344,869 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $344,869 | TotalRevenueColumnAmt |
| Exclusion | $344,869 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $641,626,862 | SecuritiesAmt |
| Other | $4,649,573 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $557,572,463 | SecuritiesAmt |
| Other | $77,698 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $84,054,399 | SecuritiesAmt |
| Other | $4,571,875 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $88,626,274 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $557,505 | UnrelatedBusinessRevenueAmt |
| Exclusion | $88,068,769 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $60,638 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $772,490 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $135,717 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$75,079 | TotalRevenueColumnAmt |
| Exclusion | -$75,079 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $186,524 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $106,724 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $79,800 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $79,800 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,758,334,139 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,399,516,299 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$4,125,170 | UnrelatedBusinessRevenueAmt |
| Exclusion | $136,860,601 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,204,480 | TotalAmt |
| Program Services | $46,204,480 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,628,267 | TotalAmt |
| Program Services | $18,628,267 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $837,442 | TotalAmt |
| Program Services | $837,442 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,970,453 | TotalAmt |
| Program Services | $5,919,635 | ProgramServicesAmt |
| Management And General | $12,150,303 | ManagementAndGeneralAmt |
| Fundraising | $900,515 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,244,145 | TotalAmt |
| Program Services | $3,931,700 | ProgramServicesAmt |
| Management And General | $312,445 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,059,342,926 | TotalAmt |
| Program Services | $1,009,634,934 | ProgramServicesAmt |
| Management And General | $45,456,979 | ManagementAndGeneralAmt |
| Fundraising | $4,251,013 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,842,846 | TotalAmt |
| Program Services | $55,644,736 | ProgramServicesAmt |
| Management And General | $2,923,579 | ManagementAndGeneralAmt |
| Fundraising | $274,531 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,106,574 | TotalAmt |
| Program Services | $91,721,835 | ProgramServicesAmt |
| Management And General | $4,027,166 | ManagementAndGeneralAmt |
| Fundraising | $357,573 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,172,598 | TotalAmt |
| Program Services | $55,503,753 | ProgramServicesAmt |
| Management And General | $3,365,904 | ManagementAndGeneralAmt |
| Fundraising | $302,941 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,404,706 | TotalAmt |
| Program Services | $789,216 | ProgramServicesAmt |
| Management And General | $615,490 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $832,103 | TotalAmt |
| Management And General | $832,103 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $299,716 | TotalAmt |
| Program Services | $284,470 | ProgramServicesAmt |
| Management And General | $15,246 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,548 | TotalAmt |
| Fundraising | $25,548 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,594,691 | TotalAmt |
| Management And General | $10,594,691 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,920,426 | TotalAmt |
| Program Services | $88,519,976 | ProgramServicesAmt |
| Management And General | $10,584,866 | ManagementAndGeneralAmt |
| Fundraising | $815,584 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,930,443 | TotalAmt |
| Program Services | $2,894,686 | ProgramServicesAmt |
| Fundraising | $35,757 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,286,822 | TotalAmt |
| Program Services | $5,908,419 | ProgramServicesAmt |
| Management And General | $1,234,883 | ManagementAndGeneralAmt |
| Fundraising | $143,520 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,010,333 | TotalAmt |
| Program Services | $5,573,152 | ProgramServicesAmt |
| Management And General | $20,943,976 | ManagementAndGeneralAmt |
| Fundraising | $493,205 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,346,936 | TotalAmt |
| Program Services | $1,346,936 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,197,144 | TotalAmt |
| Program Services | $38,065,825 | ProgramServicesAmt |
| Management And General | $3,079,302 | ManagementAndGeneralAmt |
| Fundraising | $52,017 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,678,714 | TotalAmt |
| Program Services | $9,187,461 | ProgramServicesAmt |
| Management And General | $328,829 | ManagementAndGeneralAmt |
| Fundraising | $162,424 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,645,969 | TotalAmt |
| Program Services | $10,270,361 | ProgramServicesAmt |
| Management And General | $306,760 | ManagementAndGeneralAmt |
| Fundraising | $68,848 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,259,183 | TotalAmt |
| Program Services | $9,341,358 | ProgramServicesAmt |
| Management And General | $917,825 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,079,127 | TotalAmt |
| Program Services | $30,233,496 | ProgramServicesAmt |
| Management And General | $2,803,095 | ManagementAndGeneralAmt |
| Fundraising | $42,536 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,390,280 | TotalAmt |
| Program Services | $281,933 | ProgramServicesAmt |
| Management And General | $1,101,161 | ManagementAndGeneralAmt |
| Fundraising | $7,186 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,278,022 | TotalAmt |
| Program Services | $4,377,500 | ProgramServicesAmt |
| Management And General | $3,720,064 | ManagementAndGeneralAmt |
| Fundraising | $180,458 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,682,301,948 | TotalAmt |
| Program Services | $1,547,551,402 | ProgramServicesAmt |
| Management And General | $126,621,524 | ManagementAndGeneralAmt |
| Fundraising | $8,129,022 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,024 | BOYAmt |
| EOY | $25,467 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $203,566,112 | BOYAmt |
| EOY | $213,660,573 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $79,596,791 | BOYAmt |
| EOY | $76,231,957 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $189,362,736 | BOYAmt |
| EOY | $190,578,225 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,482 | BOYAmt |
| EOY | $49,856 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,613,005 | BOYAmt |
| EOY | $16,953,298 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $946,180,178 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $566,622,542 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $333,665,824 | BOYAmt |
| EOY | $379,557,636 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $635,965,570 | BOYAmt |
| EOY | $702,312,095 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,583,665,177 | BOYAmt |
| EOY | $1,680,449,880 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,034,506 | BOYAmt |
| EOY | $74,759,881 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,088,927 | BOYAmt |
| EOY | $15,921,687 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $165,971,241 | BOYAmt |
| EOY | $119,301,587 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,274,618,395 | BOYAmt |
| EOY | $3,469,802,142 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $206,191,888 | BOYAmt |
| EOY | $209,444,324 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,097,314 | BOYAmt |
| EOY | $51,067,956 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $455,511,792 | BOYAmt |
| EOY | $442,459,564 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,354,468 | BOYAmt |
| EOY | $8,293,679 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,599,384 | BOYAmt |
| EOY | $89,336,649 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $817,754,846 | BOYAmt |
| EOY | $800,602,172 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,570,692,465 | BOYAmt |
| EOY | $1,728,931,322 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $886,171,084 | BOYAmt |
| EOY | $940,268,648 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,456,863,549 | BOYAmt |
| EOY | $2,669,199,970 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,274,618,395 | BOYAmt |
| EOY | $3,469,802,142 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $76,032,191 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $138,870,881 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$2,566,651 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $240,236,197 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $224,509,895 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $214,545,386 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $222,011,817 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $226,082,409 | CurrentTaxYearAmt |
| Total | $1,127,385,704 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $240,236,197 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $224,509,895 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $214,545,386 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $222,011,817 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $226,082,409 | CurrentTaxYearAmt |
| Total | $1,127,385,704 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $1,127,385,704 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $31,482,806 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $33,299,295 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $32,225,265 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $41,490,084 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $53,193,095 | CurrentTaxYearAmt |
| Total | $191,690,545 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $141,887 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $141,887 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $29,582 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $52,790 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $48,944 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $60,638 | CurrentTaxYearAmt |
| Total | $191,954 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $1,319,410,090 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $6,105,818,954 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.85446 | PublicSupportCY170Pct |
| Public Support PY170 | 0.86770 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part II, Section B, Line 10 | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME INCLUDES GROSS INCOME FROM FUNDRAISING EVENTS. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Volunteers | Yes (true) | VolunteersInd |
| Paid Staff Or Management | Yes (true) | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | Yes (true) | MailingsMembersInd |
| Publications Or Broadcast | Yes (true) | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (true) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $347,660 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | Yes (true) | OtherActivitiesInd |
| Total Lobbying Expenditures | $347,660 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
| Form4720 Filed4912 Tax | 0 | Form4720Filed4912TaxInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule C, Part II-B, Lines 1a to 1h | MCW 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 1i | MCW 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,797,176,221 | BeginningYearBalanceAmt |
| Contributions | $20,498,358 | ContributionsAmt |
| Investment Earnings Or Losses | $200,790,196 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,381,548 | GrantsOrScholarshipsAmt |
| Other Expenditures | $71,126,524 | OtherExpendituresAmt |
| Administrative Expenses | $8,823,928 | AdministrativeExpensesAmt |
| End Year Balance | $1,936,132,775 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,639,354,931 | BeginningYearBalanceAmt |
| Contributions | $15,710,835 | ContributionsAmt |
| Investment Earnings Or Losses | $228,397,254 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,936,134 | GrantsOrScholarshipsAmt |
| Other Expenditures | $75,833,915 | OtherExpendituresAmt |
| Administrative Expenses | $8,516,750 | AdministrativeExpensesAmt |
| End Year Balance | $1,797,176,221 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,512,540,654 | BeginningYearBalanceAmt |
| Contributions | $27,332,023 | ContributionsAmt |
| Investment Earnings Or Losses | $176,994,522 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,708,295 | GrantsOrScholarshipsAmt |
| Other Expenditures | $69,513,145 | OtherExpendituresAmt |
| Administrative Expenses | $6,290,828 | AdministrativeExpensesAmt |
| End Year Balance | $1,639,354,931 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,626,374,943 | BeginningYearBalanceAmt |
| Contributions | $187,184,453 | ContributionsAmt |
| Investment Earnings Or Losses | -$248,734,898 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,664,728 | GrantsOrScholarshipsAmt |
| Other Expenditures | $43,064,397 | OtherExpendituresAmt |
| Administrative Expenses | $7,554,719 | AdministrativeExpensesAmt |
| End Year Balance | $1,512,540,654 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,233,714,567 | BeginningYearBalanceAmt |
| Contributions | $22,691,492 | ContributionsAmt |
| Investment Earnings Or Losses | $407,314,289 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,635,348 | GrantsOrScholarshipsAmt |
| Other Expenditures | $27,162,823 | OtherExpendituresAmt |
| Administrative Expenses | $8,547,234 | AdministrativeExpensesAmt |
| End Year Balance | $1,626,374,943 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.60000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.24000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.16000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,300,860 | OtherCostOrOtherBasisAmt |
| Book Value | $9,300,860 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $462,726,177 | OtherCostOrOtherBasisAmt |
| Depreciation | $304,536,142 | DepreciationAmt |
| Book Value | $158,190,035 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $21,365,709 | OtherCostOrOtherBasisAmt |
| Depreciation | $17,662,352 | DepreciationAmt |
| Book Value | $3,703,357 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $315,030,085 | OtherCostOrOtherBasisAmt |
| Depreciation | $243,475,860 | DepreciationAmt |
| Book Value | $71,554,225 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $137,757,347 | OtherCostOrOtherBasisAmt |
| Depreciation | $948,188 | DepreciationAmt |
| Book Value | $136,809,159 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $379,557,636 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| COMMINGLED BOND & EQUITY FUNDS | $919,988,998 | F |
| HEDGE FUNDS | $428,930,220 | F |
| PRIVATE ASSETS | $330,404,289 | F |
| GUARANTEED INVSTMENT CONTRACTS | $1,047,456 | F |
| OTHER | $78,917 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $1,680,449,880 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| LONG-TRM OPERATNG LEASE OBLIGATIONS | $77,586,827 |
| INTEREST RATE SWAP AGREEMENT | $3,274,397 |
| US GOVT SPONSORED LOAN FUND | $8,475,425 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $89,336,649 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part V, Line 4 | MCW'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 2 | FASB 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (true) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3 | MCW 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 6a | MCW 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (30 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | Specific Services ProvidedSpecificServicesProvidedTxt |
|---|---|---|---|---|---|
| Central America and the Caribbean | 0 | 0 | Grantmaking | $8,500 | |
| Central America and the Caribbean | 0 | 0 | Program Services | $1,541 | RESEARCH |
| Central America and the Caribbean | 0 | 0 | Program Services | $24,123 | SEMINARS/CONFERENCES |
| Central America and the Caribbean | 0 | 0 | Program Services | $8,606 | MEDICAL MISSION TRIP |
| Central America and the Caribbean | 0 | 0 | Program Services | $3,348 | GLOBAL HEALTH |
| Central America and the Caribbean | 0 | 0 | Investments | $1,312,670,692 | |
| East Asia and the Pacific | 0 | 0 | Grantmaking | $8,027 | |
| East Asia and the Pacific | 0 | 0 | Program Services | $500 | RESEARCH |
| East Asia and the Pacific | 0 | 0 | Program Services | $148,939 | SEMINARS/CONFERENCES |
| East Asia and the Pacific | 0 | 0 | Program Services | $4,500 | GLOBAL HEALTH |
| Europe (Including Iceland and Greenland) | 0 | 0 | Grantmaking | $652,085 | |
| Europe (Including Iceland and Greenland) | 0 | 0 | Program Services | $933,922 | RESEARCH |
| Europe (Including Iceland and Greenland) | 0 | 0 | Program Services | $499,270 | SEMINARS/CONFERENCES |
| Europe (Including Iceland and Greenland) | 0 | 0 | Program Services | $12,079 | GLOBAL HEALTH |
| Europe (Including Iceland and Greenland) | 0 | 0 | Investments | $15,838,365 | |
| Middle East and North Africa | 0 | 0 | Program Services | $12,231 | SEMINARS/CONFERNCES |
| North America | 0 | 0 | Grantmaking | $137,450 | |
| North America | 0 | 0 | Program Services | $96,266 | RESEARCH |
| North America | 0 | 0 | Program Services | $194,004 | SEMINARS/CONFERENCES |
| North America | 0 | 0 | Program Services | $1,692 | GLOBAL HEALTH |
| Russia and the Newly Independent States | 0 | 0 | Program Services | $3,865 | RESEARCH |
| South America | 0 | 0 | Program Services | $51,647 | SEMINARS/CONFERENCES |
| South America | 0 | 0 | Program Services | $12,018 | GLOBAL HEALTH |
| South Asia | 0 | 0 | Program Services | $7,328 | RESEARCH |
| South Asia | 0 | 0 | Program Services | $31,866 | SEMINARS/CONFERENCES |
| South Asia | 0 | 0 | Program Services | $20,911 | GLOBAL HEALTH |
| Sub-Saharan Africa | 0 | 0 | Grantmaking | $31,380 | |
| Sub-Saharan Africa | 0 | 0 | Program Services | $110,726 | RESEARCH |
| Sub-Saharan Africa | 0 | 0 | Program Services | $49,146 | SEMINARS/CONFERENCES |
| Sub-Saharan Africa | 0 | 0 | Program Services | $150,101 | GLOBAL HEALTH |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $1,330,964,178 | SubtotalSpentAmt |
| Continuation Spent | $760,950 | ContinuationSpentAmt |
| Total Spent | $1,331,725,128 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (8 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|
| Europe (Including Iceland and Greenland) | RESEARCH SUBAWARD | $162,094 | Wire |
| East Asia and the Pacific | RESEARCH SUBAWARD | $8,027 | Wire |
| Central America and the Caribbean | RESEARCH SUBAWARD | $8,500 | Wire |
| Sub-Saharan Africa | RESEARCH SUBAWARD | $26,379 | Wire |
| Europe (Including Iceland and Greenland) | RESEARCH SUBAWARD | $303,460 | Wire |
| Europe (Including Iceland and Greenland) | RESEARCH SUBAWARD | $184,465 | Wire |
| North America | RESEARCH SUBAWARD | $123,112 | Check |
| North America | RESEARCH SUBAWARD | $14,339 | Check |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 8 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule F, Part I, Line 2 | MCW 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 METHOD | EXPENDITURES 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THE GOBEL GROUP LLC | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2011 | AddressLine1Txt |
| City | WEST CHESTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19380 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | FUNDRAISING CONSULTING | ActivityTxt |
| Fundraiser Control Of Funds | false | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $24,860 | RetainedByContractorAmt |
| Net To Organization | $0 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $0 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $24,860 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $0 | TotalNetToOrganizationAmt |
| All States | All States | AllStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | DINNER | Event1Nm |
| Gross Receipts Event1 | $833,128 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $772,490 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $60,638 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $0 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $0 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $14,737 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $69,206 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $35,474 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $16,300 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Event2 | $0 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $0 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $0 | GrossRevenueEvent2Amt |
| Cash Prizes Event2 | $0 | CashPrizesEvent2Amt |
| Non Cash Prizes Event2 | $0 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $0 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $0 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $0 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $0 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 0 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $0 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $0 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $0 | GrossRevenueOtherEventsAmt |
| Cash Prizes Other Events | $0 | CashPrizesOtherEventsAmt |
| Non Cash Prizes Other Events | $0 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $0 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $0 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $0 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $0 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $833,128 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $772,490 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $60,638 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $0 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $0 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $14,737 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $69,206 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $35,474 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $16,300 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $135,717 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$75,079 | NetIncomeSummaryAmt |
Persons With Books US Address PersonsWithBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8701 Watertown Plank Road | AddressLine1Txt |
| City | Milwaukee | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53226 | ZIPCd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (205 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|---|---|---|---|---|
| 16TH ST COMMUNITY HEALTH CENTER | ||||||||||
| 1337 S 16TH ST 2ND FLR | MILWAUKEE | WI | 53204 | 391180475 | 501(c)(3) | $158,354 | RES SUB/AHW | |||
| AFRICAN AMERICAN BREASTFEEDING NETWORK | ||||||||||
| 619 W WALNUT ST | MILWAUKEE | WI | 53005 | 462196368 | 501(c)(3) | $31,057 | RES SUB/COMM ENG | |||
| AGNESIAN HEALTHCARE INC | ||||||||||
| 430 E DIVISION ST | FOND DU LAC | WI | 54935 | 390807236 | 501(c)(3) | $30,842 | ADVANCE HEALTH WI | |||
| AIDS FOUNDATION OF CHICAGO | ||||||||||
| 200 W JACKSON BLVD 2100 | CHICAGO | IL | 60606 | 363412054 | 501(c)(3) | $113,261 | RESEARCH SUBAWARD | |||
| AIDS TASKFORCE OF GREATER CLEVELAND | ||||||||||
| 3210 EUCLID AVENUE | CLEVELAND | OH | 44115 | 341433612 | 501(c)(3) | $13,892 | RESEARCH SUBAWARD | |||
| ALMA CENTER INC | ||||||||||
| 2821 N 4TH STREET | MILWAUKEE | WI | 53212 | 364530524 | 501(c)(3) | $257,065 | COMM ENG SUBAWARD | |||
| AMERICAN CANCER SOCIETY INC | ||||||||||
| 3380 CHASTAIN MEADOW PKY | KENNESAW | GA | 30144 | 131788491 | 501(c)(3) | $73,288 | ADVANCE HEALTH WI | |||
| ARBOR PLACE INC | ||||||||||
| 4076 KOTHLOW AVE | MENOMINEE | WI | 54751 | 391266548 | 501(c)(3) | $159,533 | COMM ENG SUB/AHW | |||
| AUGUSTA UNIVERSITY RESEARCH INST INC | ||||||||||
| 1120 15TH STREET | AUGUSTA | GA | 30912 | 581418202 | 501(c)(3) | $15,235 | RESEARCH SUBAWARD | |||
| AURORA HEALTH CARE INC | ||||||||||
| 750 W VIRGINIA STREET | MILWAUKEE | WI | 53234 | 391442285 | 501(c)(3) | $21,827 | ADVANCE HEALTH WI | |||
| BECKMAN RESEARCH INST THE CITY OF HOPE | ||||||||||
| 1450 E DUARTE RD | DUARTE | CA | 91010 | 953432210 | 501(c)(3) | $681,660 | RESEARCH SUBAWARD | |||
| BEMBE DRUM & DANCE | ||||||||||
| 4407 S Adams Ave | MILWAUKEE | WI | 53207 | 832248589 | 501(c)(3) | $104,040 | ADVANCE HEALTH WI | |||
| BOSTON CHILDRENS HOSPITAL | ||||||||||
| 300 LONGWOOD AVENUE | BOSTON | MA | 02215 | 042774441 | 501(c)(3) | $1,281,661 | RESEARCH SUBAWARD | |||
| CASE WESTERN RESERVE UNIVERSITY | ||||||||||
| 10900 EUCLID AVENUE | CLEVELAND | OH | 44106 | 341018992 | 501(c)(3) | $295,034 | RESEARCH SUBAWARD | |||
| CENTER FOR HEALTHCARE CAREERS OF SE WI | ||||||||||
| 1200 N Mayfair Rd 430 | MILWAUKEE | WI | 53226 | 832138132 | 501(c)(3) | $36,679 | ADVANCE HEALTH WI | |||
| CENTER FOR SUICIDE AWARENESS INC | ||||||||||
| 316 EAST 14TH ST | KAUKAUNA | WI | 54130 | 461223558 | 501(c)(3) | $23,211 | ADVANCE HEALTH WI | |||
| CHAPMAN UNIVIVERSITY | ||||||||||
| 1 UNIVERSITY DR | ORANGE | CA | 92866 | 951643992 | 501(c)(3) | $154,512 | RESEARCH SUBAWARD | |||
| CHILDRENS HOSPITAL OF PHILADELPHIA | ||||||||||
| 3401 CIVIC CTR BLVD | PHILADELPHIA | PA | 19104 | 232237932 | 501(c)(3) | $7,800 | RESEARCH SUBAWARD | |||
| CHILDRENS HOSPITAL OF WISCONSIN | ||||||||||
| 9000 W WISCONSIN AVENUE | MILWAUKEE | WI | 53201 | 390812532 | 501(c)(3) | $430,838 | AHW/HIV CARE | |||
| CHILDRENS RESEARCH INSTITUTE | ||||||||||
| 111 MICHIGAN AVE NW | WASHINGTON | DC | 20010 | 521654453 | 501(c)(3) | $163,658 | RESEARCH SUBAWARD | |||
| CITY OF GREEN BAY | ||||||||||
| 100 NORTH JEFFERSON ST | GREEN BAY | WI | 54301 | 396005458 | GOVT | $475,038 | COMM ENG SUBAWARD | |||
| CITY OF RACINE | ||||||||||
| 730 WASHINGTON AVE | RACINE | WI | 53403 | 396005581 | GOVT | $521,967 | COMM ENG SUBAWARD | |||
| COLUMBIA UNIVERSITY | ||||||||||
| 615 WEST 131ST ST | NEW YORK | NY | 10027 | 135598093 | 501(c)(3) | $19,883 | TRANSFRM MED EDUC | |||
| COMMUNITY THE | ||||||||||
| PO BOX 100392 | MILWAUKEE | WI | 53210 | 472343697 | 501(c)(3) | $37,570 | ADVANCE HEALTH WI | |||
| COMMUNITY SMILES DENTAL | ||||||||||
| 210 NW Barstow St | WAUKESHA | WI | 53188 | 300436162 | 501(c)(3) | $43,202 | ADVANCE HEALTH WI | |||
| COMMUNITY WATER SERVICES INC | ||||||||||
| 1836 W FOND DU LAC AVE | MILWAUKEE | WI | 53205 | 862352474 | 501(c)(3) | $77,982 | ADVANCE HEALTH WI | |||
| CONCORDIA UNIVERSITY WISCONSIN | ||||||||||
| 12800 N LAKE SHORE DRIVE | MEQUON | WI | 53097 | 390833608 | 501(c)(3) | $82,031 | RES SUB/AHW | |||
| CORE EL CENTRO INC | ||||||||||
| 130 W BRUCE ST FL3 | MILWAUKEE | WI | 53204 | 392042797 | 501(c)(3) | $25,126 | ADVANCE HEALTH WI | |||
| CREIGHTON UNIVERSITY | ||||||||||
| 2500 California Plz | OMAHA | NE | 68178 | 470376583 | 501(c)(3) | $6,177 | TRANSFRM MED EDUC | |||
| DARTMOUTH COLLEGE | ||||||||||
| 11 ROPE FERRY ROAD | HANOVER | NH | 03755 | 020222111 | 501(c)(3) | $333,196 | RES SUB/MED EDUC | |||
| DARTMOUTH-HITCHCOCK CLINIC | ||||||||||
| 1 Medical Center Dr | LEBANON | NH | 03756 | 222715483 | 501(c)(3) | $141,569 | RESEARCH SUBAWARD | |||
| DIVERSE AND RESILIENT INC | ||||||||||
| 2439 N Holton Street | MILWAUKEE | WI | 53212 | 300084616 | 501(c)(3) | $6,593 | ADVANCE HEALTH WI | |||
| DOMINICAN CENTER FOR WOMEN INC | ||||||||||
| 2470 W Locust St | MILWAUKEE | WI | 53206 | 411685734 | 501(c)(3) | $21,613 | ADVANCE HEALTH WI | |||
| DUKE UNIVERSITY | ||||||||||
| 324 BLACKWELL ST BLDG 850 | DURHAM | NC | 27701 | 560532129 | 501(c)(3) | $167,946 | RES SUB/AHW/EDUC | |||
| EAU CLAIRE CITY-COUNTY HLTH DEPARTMENT | ||||||||||
| 720 2ND AVENUE | EAU CLAIRE | WI | 54703 | 396005436 | GOVT | $59,263 | ADVANCE HEALTH WI | |||
| EDWARD VIA VIRGINIA COLLEGE OSTEOPATHIC MED | ||||||||||
| 2265 KRAFT DRIVE | BLACKSBURG | VA | 24060 | 542052107 | 501(c)(3) | $33,315 | TRANSFRM MED EDUC | |||
| EL BETHEL CHURCH | ||||||||||
| 5401 W Good Hope Rd | MILWAUKEE | WI | 53223 | 391704274 | 501(c)(3) | $6,620 | ADVANCE HEALTH WI | |||
| ELEKTA INC | ||||||||||
| 400 PERIMETER CTR TERRACE | ATLANTA | GA | 30346 | 581524221 | OTHER | $31,674 | RESEARCH SUBAWARD | |||
| EMMES CORPORATION THE | ||||||||||
| 401 N WASHINGTON ST | ROCKVILLE | MD | 20850 | 541058268 | OTHER | $3,571,931 | RESEARCH SUBAWARD | |||
| EMORY UNIVERSITY | ||||||||||
| 1599 CLIFTON ROAD | ATLANTA | GA | 30322 | 580566256 | 501(c)(3) | $48,535 | TRANSFRM MED EDUC | |||
| EMPLOY MILWAUKEE | ||||||||||
| 2342 N 27TH ST | MILWAUKEE | WI | 53210 | 391636835 | 501(c)(3) | $75,439 | ADVANCE HEALTH WI | |||
| FAMILY SERVICES OF NORTHEAST WISCONSIN INC | ||||||||||
| 300 CROOK STREET | GREEN BAY | WI | 54301 | 390827320 | 501(c)(3) | $339,115 | COMM ENG SUBAWARD | |||
| FIRST 5 FOX VALLEY INC | ||||||||||
| 1001 W KENNEDY AVENUE | KIMBERLY | WI | 54136 | 853772281 | 501(c)(3) | $181,833 | COMM ENG SUB/AHW | |||
| FOOD FOR HEALTH | ||||||||||
| 2007 N MLK Jr Drive | MILWAUKEE | WI | 53212 | 882338789 | 501(c)(3) | $20,723 | ADVANCE HEALTH WI | |||
| FOODRIGHT INC | ||||||||||
| 777 E Wisconsin | MILWAUKEE | WI | 53202 | 473976982 | 501(c)(3) | $49,591 | ADVANCE HEALTH WI | |||
| FOUNDATIONS HEALTH AND WHOLENESS INC | ||||||||||
| 1061 W MASON STREET | GREEN BAY | WI | 54303 | 391047205 | 501(c)(3) | $34,730 | ADVANCE HEALTH WI | |||
| FROEDTERT MEMORIAL LUTHERAN HOSPITAL | ||||||||||
| 9200 W WISCONSIN AVE | MILWAUKEE | WI | 53226 | 396105970 | 501(c)(3) | $32,802 | COMM ENG SUB/AHW | |||
| GENERAL DYNAMICS INFORMATION TECH INC | ||||||||||
| 3150 Fairview Pk Dr | FALL CHURCH | CA | 22042 | 541194322 | OTHER | $113,414 | RESEARCH SUBAWARD | |||
| GENEVA FOUNDATION | ||||||||||
| 917 PACIFIC AVENUE NO 600 | TACOMA | WA | 98402 | 911593913 | 501(c)(3) | $197,127 | RESEARCH SUBAWARD | |||
| GEORGETOWN UNIVERSITY | ||||||||||
| 37TH AND O STREETS NW | WASHINGTON | DC | 20057 | 530196603 | 501(c)(3) | $75,062 | TRANSFRM MED EDUC | |||
| GRAND AVENUE CLUB INC | ||||||||||
| 210 E MICHIGAN ST | MILWAUKEE | WI | 53202 | 391708177 | 501(c)(3) | $16,514 | ADVANCE HEALTH WI | |||
| GREAT RIVERS UNITED WAY INC | ||||||||||
| 1855 EAST MAIN STREET | ONALASKA | WI | 54650 | 390848188 | 501(c)(3) | $106,959 | ADVANCE HEALTH WI | |||
| GREEN COUNTY DEVELOPMENT CORP | ||||||||||
| 1016 16th Ave | MONROE | WI | 53566 | 391749682 | GOVT | $7,254 | ADVANCE HEALTH WI | |||
| GUNDERSEN LUTHERAN MEDICAL FOUNDATION INC | ||||||||||
| 1900 SOUTH AVENUE | LA CROSSE | WI | 54601 | 391249705 | 501(c)(3) | $161,257 | COMM ENG SUB/AHW | |||
| H LEE MOFFITT CANCER CTR & RESEARCH INST | ||||||||||
| 12902 MAGNOLIA DRIVE | TAMPA | FL | 33612 | 592451713 | 501(c)(3) | $11,909 | RESEARCH SUBAWARD | |||
| HEALTH CARE EDUCATION AND TRAINING INC | ||||||||||
| 445 N PENNSYLVANIA | INDIANAPOLIS | IN | 46204 | 351910772 | 501(c)(3) | $12,700 | ADVANCE HEALTH WI | |||
| HEALTH RESEARCH INC ROSWELL PARK CANCER INS | ||||||||||
| ELM CARLTON STREETS | BUFFALO | NY | 14263 | 141402155 | 501(c)(3) | $19,477 | RESEARCH SUBAWARD | |||
| HENRY M JACKSON FNDN FOR THE ADV OF MIL MED | ||||||||||
| 6720A ROCKLEDGE DR 100 | BETHESDA | MD | 20817 | 521317896 | 501(c)(3) | $149,170 | RESEARCH SUBAWARD | |||
| HEROES FOR HEALTHCARE INC | ||||||||||
| 2514 S 102ND ST STE 340 | MILWAUKEE | WI | 53227 | 821335449 | 501(c)(3) | $81,731 | ADVANCE HEALTH WI | |||
| HERZING UNIVERSITY LTD | ||||||||||
| 275 W WISCONSIN AVE 210 | MILWAUKEE | WI | 53203 | 271503981 | 501(c)(3) | $19,668 | ADVANCE HEALTH WI | |||
| HMONG AMERICAN CENTER INC | ||||||||||
| 1109 6TH STREET | WAUSAU | WI | 54403 | 391459824 | 501(c)(3) | $35,432 | ADVANCE HEALTH WI | |||
| HOLA INC | ||||||||||
| 500 N First St Ste 8000 | WAUSAU | WI | 54403 | 933015015 | 501(c)(3) | $14,365 | ADVANCE HEALTH WI | |||
| HOPE HOUSE OF MILWAUKEE INC | ||||||||||
| 209 Orchard St | MILWAUKEE | WI | 53204 | 391592900 | 501(c)(3) | $5,217 | RESEARCH SUBAWARD | |||
| HOUSE OF GRACE MINISTRIES | ||||||||||
| W195 N17324 ENGLISH OAKS | JACKSON | WI | 53037 | 208369864 | OTHER | $6,038 | ADVANCE HEALTH WI | |||
| HYDROPONICS STEM PROGRAM | ||||||||||
| 1345 N Jefferson St 517 | MILWAUKEE | WI | 53202 | 000000000 | OTHER | $9,215 | ADVANCE HEALTH WI | |||
| IMAGING BIOMETRICS LLC | ||||||||||
| 13416 WATERTWN PLANK RD | ELM GROVE | WI | 53122 | 562633169 | OTHER | $40,092 | RESEARCH SUBAWARD | |||
| INDIANA UNIVERSITY | ||||||||||
| 509 E THIRD STREET | BLOOMINGTON | IN | 47401 | 356001673 | GOVT | $475,668 | RESEARCH SUBAWARD | |||
| INPOWER SOLUTONS LLC | ||||||||||
| 2003 W CAPITOL DRIVE | MILWAUKEE | WI | 53206 | 834437907 | OTHER | $7,000 | ADVANCE HEALTH WI | |||
| INTER TRIBAL COUNCIL OF MICHIGAN INC | ||||||||||
| 2956 ASHMUN ST | SAULT STE MARIE | MI | 49783 | 381893519 | 501(c)(3) | $15,247 | RESEARCH SUBAWARD | |||
| KAISER FOUNDATION RESEARCH INSTITUTE | ||||||||||
| 1 Kaizer Plz | OAKLAND | CA | 94612 | 941105628 | 501(c)(3) | $91,819 | RESEARCH SUBAWARD | |||
| KENOSHA COMMUNITY HEALTH CENTER INC | ||||||||||
| 4536 22nd Ave | KENOSHA | WI | 53143 | 391789874 | 501(c)(3) | $48,977 | ADVANCE HEALTH WI | |||
| KENOSHA YMCA | ||||||||||
| 7101 53RD ST | KENOSHA | WI | 53144 | 390826296 | 501(c)(3) | $272,908 | COMM ENG SUBAWARD | |||
| LA CROSSE MEDICAL HEALTH SCIENCE CONSORTIUM | ||||||||||
| 1725 STATE STREET | LA CROSSE | WI | 54601 | 391804725 | 501(c)(3) | $65,167 | ADVANCE HEALTH WI | |||
| LAC COURTE OREILLES BAND LAKE SUP CHIPPEWA | ||||||||||
| 13394 W TREPANIA RD | HAYWARD | WI | 54843 | 391165322 | OTHER | $281,431 | COMM ENG SUBAWARD | |||
| LAUREATE INSTITUTE FOR BRAIN RESEARCH | ||||||||||
| 6655 SOUTH YALE AVENUE | TULSA | OK | 74136 | 731328881 | 501(c)(3) | $102,987 | RESEARCH SUBAWARD | |||
| LAWRENCE LIVERMORE NATL SECURITY LLC | ||||||||||
| 7000 EAST AVE L335 | LIVERMORE | CA | 94550 | 205624386 | 501(c)(3) | $134,971 | RESEARCH SUBAWARD | |||
| LAWRENCE UNIVERSITY OF WISCONSIN | ||||||||||
| PO Box 559 | APPLETON | WI | 53912 | 390806297 | 501(c)(3) | $36,599 | ADVANCE HEALTH WI | |||
| LOUISIANA STATE UNIV HLTH SCIENCES CTR | ||||||||||
| 1501 Kings HWY | SHREVEPORT | LA | 71103 | 720702002 | GOVT | $94,491 | RESEARCH SUBAWARD | |||
| LOYOLA UNIVERSITY OF CHICAGO | ||||||||||
| 820 N MICHIGAN AVE | CHICAGO | IL | 60611 | 361408475 | 501(c)(3) | $253,657 | RESEARCH SUBAWARD | |||
| MAINEHEALTH | ||||||||||
| 22 BRAMHALL STREET | PORTLAND | ME | 04102 | 010238552 | 501(c)(3) | $30,994 | RESEARCH SUBAWARD | |||
| MALAIKA EARLY LEARNING CENTER | ||||||||||
| 125 W AUER AVE | MILWAUKEE | WI | 53212 | 392021628 | 501(c)(3) | $123,496 | COMM ENG SUBAWARD | |||
| MARATHON COUNTY | ||||||||||
| 500 FOREST STREET | WAUSAU | WI | 54403 | 396005716 | GOVT | $73,794 | ADVANCE HEALTH WI | |||
| MARQUETTE UNIVERSITY | ||||||||||
| PO BOX 1881 | MILWAUKEE | WI | 53201 | 390806251 | 501(c)(3) | $1,892,075 | RES SUB/AHW/TRAIN | |||
| MARSHALL UNIVERSITY RESEARCH CORPORATION | ||||||||||
| ONE JOHN MARSHALL DR | HUNTINGTON | WV | 25755 | 550683361 | 501(c)(3) | $150,043 | RESEARCH SUBAWARD | |||
| MARSHFIELD CLINIC | ||||||||||
| 1000 NORTH OAK AVE | MARSHFIELD | WI | 54449 | 390452970 | 501(c)(3) | $26,637 | COMM ENG SUB/AHW | |||
| MATC FOUNDATION INC | ||||||||||
| 700 W State Street M100 | MILWAUKEE | WI | 53233 | 391341603 | 501(c)(3) | $10,513 | ADVANCE HEALTH WI | |||
| MAYO CLINIC | ||||||||||
| 200 FIRST STREET SW | ROCHESTER | MN | 55905 | 416011702 | 501(c)(3) | $189,296 | RES SUB/MED EDUC | |||
| MEDICAL UNIVERSITY OF SOUTH CAROLINA | ||||||||||
| 19 HAGWOOD AVE STE 608 | CHARLESTON | SC | 29425 | 576000722 | GOVT | $46,483 | RESEARCH SUBAWARD | |||
| MENTAL HEALTH AMERICA OF WISCONSIN | ||||||||||
| 600 W VIRGINIA ST 502 | MILWAUKEE | WI | 53204 | 390827843 | 501(c)(3) | $82,457 | ADVANCE HEALTH WI | |||
| METASTAR INC | ||||||||||
| 2909 LANDMARK PL | MADISON | WI | 53713 | 391332612 | 501(c)(3) | $104,772 | RESEARCH SUBAWARD | |||
| METCALFE PARK COMMUNITY BRIDGES INC | ||||||||||
| 3624 W NORTH AVE | MILWAUKEE | WI | 53208 | 812101846 | 501(c)(3) | $19,912 | ADVANCE HEALTH WI | |||
| MICHIGAN STATE UNIVERSITY | ||||||||||
| 426 AUDITORIUM RD | EAST LANSING | MI | 48824 | 386005984 | GOVT | $401,970 | RES SUB/MED EDUC | |||
| MILWAUKEE AREA HEALTH EDUCATION CENTER | ||||||||||
| 2224 W KILBOURN AVE | MILWAUKEE | WI | 53233 | 391749908 | 501(c)(3) | $191,056 | ADVANCE HEALTH WI | |||
| MILWAUKEE COUNTY WAR MEMORIAL CTR INC | ||||||||||
| 750 N LINCOLN MEM DR | MILWAUKEE | WI | 53202 | 390985297 | 501(c)(3) | $73,152 | ADVANCE HEALTH WI | |||
| MILWAUKEE PUBLIC SCHOOLS | ||||||||||
| 5225 WEST VLIET STREET | MILWAUKEE | WI | 53208 | 396003457 | GOVT | $223,607 | RESEARCH SUBAWARD | |||
| MILWAUKEE SCHOOL OF ENGINEERING | ||||||||||
| 1025 N BROADWAY ST | MILWAUKEE | WI | 53202 | 390477970 | 501(c)(3) | $117,444 | RESEARCH SUBAWARD | |||
| MOUNT SINAI HOSPITAL | ||||||||||
| 1 Gustave L Levy PL | NEW YORK | NY | 10029 | 131624096 | 501(c)(3) | $26,540 | RESEARCH SUBAWARD | |||
| NATIONAL ALLIANCE ON MENTAL ILLNESS WISC | ||||||||||
| 4233 W BELTLINE HWY | MADISON | WI | 53711 | 391397227 | 501(c)(3) | $20,287 | ADVANCE HEALTH WI | |||
| NATIONAL MARROW DONOR PROGRAM | ||||||||||
| 500 N 5TH STREET | MINNEAPOLIS | MN | 55401 | 840865803 | 501(c)(3) | $10,826,064 | RESEARCH SUBAWARD | |||
| NATL ASSN OF CTY & CITY HLTH OFFICIALS | ||||||||||
| 1201 I St NW STE 400 | WASHINGTON | DC | 20005 | 521426663 | 501(c)(3) | $9,425 | RESEARCH SUBAWARD | |||
| NE WI AREA HEALTH EDUCATION CENTER INC | ||||||||||
| 925 SOUTH 15TH STREET | MANITOWOC | WI | 54220 | 391825838 | 501(c)(3) | $16,791 | ADVANCE HEALTH WI | |||
| NEW YORK UNIVERSITY SCHOOL OF MEDICINE | ||||||||||
| 105 E 17TH STREET | NEW YORK | NY | 10003 | 135562308 | 501(c)(3) | $102,513 | RESEARCH SUBAWARD | |||
| NORTH CAROLINA STATE UNIVERSITY | ||||||||||
| 2701 SULLIVAN DR 240 | RALEIGH | NC | 27695 | 566000756 | GOVT | $8,170 | ADVANCE HEALTH WI | |||
| NORTHLAKES COMMUNITY CLINIC | ||||||||||
| 7665 US HIGHWAY 2 | IRON RIVER | WI | 54847 | 352297925 | 501(c)(3) | $90,594 | ADVANCE HEALTH WI | |||
| NORTHWESTERN UNIVERSITY | ||||||||||
| 633 NORTH CLARK STREET | EVANSTON | IL | 60208 | 362167817 | 501(c)(3) | $137,143 | RESEARCH SUBAWARD | |||
| OHIO STATE UNIVERSITY RESEARCH FOUNDATION | ||||||||||
| 1960 KENNY ROAD | COLUMBUS | OH | 43210 | 316401599 | 501(c)(3) | $97,479 | RESEARCH SUBAWARD | |||
| OKLAHOMA STATE UNIV CENTER HEALTH SCIENCES | ||||||||||
| 1111 W 17TH STREET | TULSA | OK | 74107 | 731383996 | GOVT | $49,257 | RESEARCH SUBAWARD | |||
| OZAUKEE FOOD ALLIANCE | ||||||||||
| PO Box 80304 | SAUKVILLE | WI | 53080 | 453248143 | 501(c)(3) | $5,837 | ADVANCE HEALTH WI | |||
| PEOPLE FIRST WISCONSIN | ||||||||||
| PO BOX 170894 | MILWAUKEE | WI | 53217 | 392024297 | 501(c)(3) | $8,812 | ADVANCE HEALTH WI | |||
| PLANNED PARENTHOOD OF WISCONSIN INC | ||||||||||
| 302 NORTH JACKSON | MILWAUKEE | WI | 53202 | 390863391 | 501(c)(3) | $80,883 | COMM ENG SUBAWARD | |||
| PROGRESSIVE COMMUNITY HEALTH CENTERS | ||||||||||
| 3522 WEST LISBON AVENUE | MILWAUKEE | WI | 53208 | 391958810 | 501(c)(3) | $125,060 | COMM ENG SUBAWARD | |||
| PURDUE UNIVERSITY | ||||||||||
| 2550 NORTHWESTERN AVE | W LAFAYETTE | IN | 47906 | 356002041 | GOVT | $8,163 | RESEARCH SUBAWARD | |||
| RACINE COUNTY | ||||||||||
| 730 WISCONSIN AVE | RACINE | WI | 53403 | 396005734 | GOVT | $12,626 | ADVANCE HEALTH WI | |||
| RECTOR AND VISITORS UNIV OF VIRGINIA | ||||||||||
| 1001 N EMMET ST | CHARLOTTESVILLE | VA | 22903 | 546001796 | 501(c)(3) | $977,502 | RESEARCH SUBAWARD | |||
| REDEFINING LIFE SERVICES INC | ||||||||||
| 3808 N 60th St | MILWAUKEE | WI | 53216 | 825470081 | 501(c)(3) | $9,250 | ADVANCE HEALTH WI | |||
| RESEARCH FOUNDATION FOR STATE UNIV OF NY | ||||||||||
| PO BOX 9 | ALBANY | NY | 12201 | 141368361 | 501(c)(3) | $97,301 | RESEARCH SUBAWARD | |||
| RHODE ISLAND HOSPITAL | ||||||||||
| 593 EDDY ST | PROVIDENCE | RI | 02903 | 050258954 | 501(c)(3) | $9,828 | RESEARCH SUBAWARD | |||
| ROCK COUNTY | ||||||||||
| 51 SOUTH MAIN STREET | JANESVILLE | WI | 53545 | 396005736 | GOVT | $19,938 | ADVANCE HEALTH WI | |||
| ROCK RIVER COMMUNITY CLINIC | ||||||||||
| 1461 W MAIN ST STE B | WHITEWATER | WI | 53190 | 205297560 | 501(c)(3) | $19,146 | ADVANCE HEALTH WI | |||
| RUSH UNIVERSITY MEDICAL CENTER | ||||||||||
| 1700 W VAN BUREN ROOM 150 | CHICAGO | IL | 60612 | 362174823 | 501(c)(3) | $11,253 | RESEARCH SUBAWARD | |||
| SANFORD BURNHAM PREBYS MED DISCOVERY INST | ||||||||||
| 10901 N TORREY PINES RD | LA JOLLA | CA | 92037 | 510197108 | 501(c)(3) | $746,024 | RESEARCH SUBAWARD | |||
| SAUK COUNTY HEALTH DEPARTMENT | ||||||||||
| 505 BROADWAY ST STE 372 | BARABOO | WI | 53913 | 396005740 | GOVT | $84,284 | COMM ENG SUB/AHW | |||
| SHALOM HEALTH CARE CENTER INC | ||||||||||
| 3400 LAFAYETTE RD | INDIANAPOLIS | IN | 46222 | 061645027 | 501(c)(3) | $53,620 | RESEARCH SUBAWARD | |||
| SLOAN-KETTERING INST FOR CANCER RESCH | ||||||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | 131624182 | 501(c)(3) | $209,270 | RESEARCH SUBAWARD | |||
| SOJOURNER FAMILY PEACE CENTER INC | ||||||||||
| 619 W WALNUT STREET | MILWAUKEE | WI | 53212 | 391276210 | 501(c)(3) | $13,886 | ADVANCE HEALTH WI | |||
| SOUTHEAST ASIAN HEALING CENTER INC | ||||||||||
| 2814 SYENE RD | MADISON | WI | 53713 | 832393889 | 501(c)(3) | $273,707 | COMM ENG SUBAWARD | |||
| SOUTHWESTRN WISCONSIN COMMUNITY ACTION PROG | ||||||||||
| 149 N IOWA STREET | DODGEVILLE | WI | 53533 | 391053511 | 501(c)(3) | $28,382 | ADVANCE HEALTH WI | |||
| SPECIAL OLYMPICS OF WISCONSIN | ||||||||||
| 2310 Crossroads Dr 1000 | MADISON | WI | 53718 | 391176591 | 501(c)(3) | $41,259 | ADVANCE HEALTH WI | |||
| ST JUDE CHILDRENS RESEARCH HOSPITAL | ||||||||||
| 332 N LAUDERDALE ST | MEMPHIS | TN | 38105 | 620646012 | 501(c)(3) | $7,259 | RESEARCH SUBAWARD | |||
| STANFORD UNIVERSITY | ||||||||||
| 3145 PORTER DRIVE | PALO ALTO | CA | 94304 | 941156365 | 501(c)(3) | $95,269 | RESEARCH SUBAWARD | |||
| STREETLIFE COMMUNITIES INC | ||||||||||
| 4250 N 137TH ST | BROOKFIELD | WI | 53005 | 474457146 | 501(c)(3) | $13,574 | RECOVERY SUPPORT | |||
| STRYV365 INC | ||||||||||
| 633 E Locust St | MILWAUKEE | WI | 53212 | 844055860 | 501(c)(3) | $23,237 | ADVANCE HEALTH WI | |||
| SUPPORTING FAMILIES TOGETHER ASSOCIATION | ||||||||||
| 700 RAYOVAC DRIVE STE 6 | MADISON | WI | 53711 | 365263016 | 501(c)(3) | $302,273 | COMM ENG SUBAWARD | |||
| TEXAS A&M HEALTH SCIENCE CTR COL OF MED | ||||||||||
| 400 Hvy Mtchl Pkwy S | COLL STATION | TX | 77845 | 742907553 | GOVT | $155,510 | RESEARCH SUBAWARD | |||
| TIMESLIPS CREATIVE STORYTELLING INC | ||||||||||
| 4461 N LAKE DRIVE | MILWAUKEE | WI | 53211 | 461810756 | 501(c)(3) | $29,317 | ADVANCE HEALTH WI | |||
| TOGETHER FOR JACKSON COUNTY KIDS | ||||||||||
| 227 S 11TH ST | BLACK RIVER FALLS | WI | 54615 | 396005703 | GOVT | $40,087 | ADVANCE HEALTH WI | |||
| TRANSLATIONAL GENOMICS RESEARCH INSTITUTE | ||||||||||
| 445 N 5TH ST STE 600 | PHOENIX | AZ | 85004 | 753065445 | 501(c)(3) | $25,111 | RESEARCH SUBAWARD | |||
| TUFTS UNIVERSITY | ||||||||||
| 169 HOLLAND STREET | SUMERVILLE | MA | 02144 | 042103634 | 501(c)(3) | $348,439 | RESEARCH SUBAWARD | |||
| TULANE UNIVERSITY | ||||||||||
| 6823 ST CHARLES AVE | NEW ORLEANS | LA | 70118 | 720423889 | 501(c)(3) | $46,374 | RESEARCH SUBAWARD | |||
| UNEHEALTH | ||||||||||
| 985075 NEBRASKA MEDICAL CTR | OMAHA | NE | 68198 | 470771713 | 501(c)(3) | $135,238 | RESEARCH SUBAWARD | |||
| UNITED WAY FOX CITIES INC | ||||||||||
| 1455 MIDWAY ROAD | MENASHA | WI | 54952 | 390912895 | 501(c)(3) | $434,830 | COMM ENG SUBAWARD | |||
| UNIVERSITY OF ALABAMA AT BIRMINGHAM | ||||||||||
| 1530 3RD AVENUE SOUTH | BIRMINGHAM | AL | 35294 | 636005396 | GOVT | $12,187 | RESEARCH SUBAWARD | |||
| UNIV OF ARKANSAS FOR MEDICAL SCIENCES | ||||||||||
| 4301 W MARKHAM ST | LITTLE ROCK | AR | 72205 | 716046242 | GOVT | $9,136 | RESEARCH SUBAWARD | |||
| UNIVERSITY OF ARIZONA | ||||||||||
| 1303 E UNIVERSITY BLVD | TUCSON | AZ | 85719 | 866004791 | GOVT | $153,547 | RESEARCH SUBAWARD | |||
| UNIVERSITY OF CALIFORNIA DAVIS | ||||||||||
| PO BOX 989062 | WEST SACRAMENTO | CA | 95798 | 946036494 | GOVT | $270,630 | RESEARCH SUBAWARD | |||
| UNIVERSITY OF CALIFORNIA SAN DIEGO | ||||||||||
| 9500 GILMAN DRIVE | LA JOLLA | CA | 92093 | 956006144 | GOVT | $658,452 | RESEARCH SUBAWARD | |||
| UNIVERSITY OF CALIFORNIA SAN FRANCISCO | ||||||||||
| 1855 FOLSOM STREET 425 | SAN FRAN | CA | 94143 | 946036493 | GOVT | $1,127,367 | RES SUB/AHW/EDUC | |||
| UNIVERSITY OF CHICAGO | ||||||||||
| 6054 S DREXEL AVENUE | CHICAGO | IL | 60637 | 362177139 | 501(c)(3) | $54,813 | RESEARCH SUBAWARD | |||
| UNIVERSITY OF FLORIDA | ||||||||||
| PO BOX 113200 | GAINESVILLE | FL | 32611 | 596002052 | GOVT | $619,955 | RESEARCH SUBAWARD | |||
| UNIVERSITY OF ILLINOIS | ||||||||||
| 506 SOUTH WRIGHT STREET | URBANA | IL | 61801 | 376000511 | GOVT | $371,884 | RESEARCH SUBAWARD | |||
| UNIVERSITY OF IOWA | ||||||||||
| 105 JESSUP HALL | IOWA CITY | IA | 52242 | 426004813 | GOVT | $94,158 | RESEARCH SUBAWARD | |||
| UNIVERSITY OF KANSAS MED CNTR RESEARCH INST | ||||||||||
| 3901 RAINBOW BLVD | KANSAS CITY | KS | 66160 | 481108830 | 501(c)(3) | $11,866 | TRANSFRM MED EDUC | |||
| UNIVERSITY OF MARYLAND | ||||||||||
| 620 W LEXINGTON STREET | BALTIMORE | MD | 21201 | 526002033 | GOVT | $477,501 | RESEARCH SUBAWARD | |||
| UNIVERSITY OF MICHIGAN | ||||||||||
| 1000 VICTORS WAY STE 1A | ANN ARBOR | MI | 48108 | 386006309 | GOVT | $224,421 | RESEARCH SUBAWARD | |||
| UNIVERSITY OF MINNESOTA | ||||||||||
| 200 OAK ST SE STE 450 | MINNEAPOLIS | MN | 55455 | 416007513 | GOVT | $32,244 | RES SUB/AHW | |||
| UNIVERSITY OF MISSOURI SYSTEM | ||||||||||
| 118 UNIVERSITY HALL | COLUMBIA | MO | 65211 | 436003859 | GOVT | $115,111 | RESEARCH SUBAWARD | |||
| UNIVERSITY OF OKLAHOMA HEALTH SCIENCES CNTR | ||||||||||
| 865 RESEARCH PKWY | OKLAHOMA CITY | OK | 73104 | 751563627 | GOVT | $184,288 | RESEARCH SUBAWARD | |||
| UNIVERSITY OF PENNSYLVANIA | ||||||||||
| 3451 WALNUT ST | PHILADELPHIA | PA | 19104 | 231352685 | 501(c)(3) | $129,077 | RESEARCH SUBAWARD | |||
| UNIVERSITY OF PITTSBURGH | ||||||||||
| 123 UNIVERSITY PLACE | PITTSBURGH | PA | 15235 | 250965591 | GOVT | $95,433 | RES SUB/MED EDUC | |||
| UNIV OF PITTSBURGH MEDICAL CENTER | ||||||||||
| 600 Grant St 58th Fl | PITTSBURGH | PA | 15219 | 250965480 | GOVT | $64,005 | TRANSFRM MED EDUC | |||
| UNIVERSITY OF ROCHESTER | ||||||||||
| 1325 MT HOPE AVENUE | ROCHESTER | NY | 14620 | 160743209 | 501(c)(3) | $34,340 | RESEARCH SUBAWARD | |||
| UNIVERSITY OF TENNESSEE | ||||||||||
| 5620 Merchants Ctr Blvd | KNOXVILLE | TN | 37912 | 626001636 | GOVT | $79,530 | RESEARCH SUBAWARD | |||
| UNIVERSITY OF TEXAS AT AUSTIN | ||||||||||
| PO BOX 7159 | AUSTIN | TX | 78713 | 746000203 | GOVT | $53,278 | TRANSFRM MED EDUC | |||
| UNIV OF TEXAS HEALTH SCIENCE CENTER HOUSTON | ||||||||||
| 7000 FANNIN UCT 1006 | HOUSTON | TX | 77030 | 741761309 | GOVT | $52,604 | RESEARCH SUBAWARD | |||
| UNIV OF TEXAS HEALTH SCIENCE CENTER TYLER | ||||||||||
| 11937 US HIGHWAY 271 | TYLER | TX | 75708 | 756001354 | GOVT | $57,324 | TRANSFRM MED EDUC | |||
| UNIV OF TEXAS SOUTHWESTERN MEDICAL CTR | ||||||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | 756002868 | GOVT | $6,543 | RESEARCH SUBAWARD | |||
| UNIVERSITY OF TOLEDO | ||||||||||
| 2801 W BANCROFT ST | TOLEDO | OH | 43606 | 346401483 | GOVT | $147,267 | RESEARCH SUBAWARD | |||
| UNIVERSITY OF UTAH | ||||||||||
| 75 SOUTH 2000 EAST | SALT LAKE CITY | UT | 84112 | 876000525 | GOVT | $90,262 | RESEARCH SUBAWARD | |||
| UNIVERSITY OF WASHINGTON | ||||||||||
| 3903 BROOKLYN AVENUE | SEATTLE | WA | 98105 | 916001537 | GOVT | $202,392 | RES SUB/COMM ENG | |||
| UNIVERSITY OF WI HOSPITAL AND CLINICS AUTH | ||||||||||
| 1675 HIGHWAY AVENUE | MADISON | WI | 53792 | 391835630 | GOVT | $636,083 | COMM ENG SUBAWARD | |||
| UNIVERSITY OF WISCONSIN MADISON | ||||||||||
| 21 N PARK ST SUITE 6401 | MADISON | WI | 53715 | 396006492 | GOVT | $2,017,300 | RES/AHW/EDUC/HIV | |||
| UNIVERSITY OF WISCONSIN MILWAUKEE | ||||||||||
| PO BOX 413 | MILWAUKEE | WI | 53201 | 391805963 | GOVT | $531,255 | RES SUB/AHW/TRAIN | |||
| UNIVERSITY OF WISCONSIN WHITEWATER | ||||||||||
| 800 WEST MAIN ST | WHITEWATER | WI | 53190 | 391805963 | GOVT | $11,745 | ADVANCE HEALTH WI | |||
| UWM RESEARCH FOUNDATION INC | ||||||||||
| 1440 EAST NORTH AVENUE | MILWAUKEE | WI | 53202 | 208297675 | 501(c)(3) | $8,789 | RESEARCH SUBAWARD | |||
| VANDERBILT UNIVERSITY | ||||||||||
| 2301 VANDERBILT PLACE | NASHVILLE | TN | 37240 | 620476822 | 501(c)(3) | $10,426 | TRANSFRM MED EDUC | |||
| VERNON MEMORIAL HEALTHCARE INC | ||||||||||
| 507 SOUTH MAIN STREET | VIROQUA | WI | 54665 | 390806404 | 501(c)(3) | $310,521 | COMM ENG SUBAWARD | |||
| VERSITI WISCONSIN INC | ||||||||||
| PO BOX 2178 | MILWAUKEE | WI | 53201 | 390807235 | 501(c)(3) | $1,877,041 | RES SUB/AHW | |||
| WASHINGTON UNIVERSITY | ||||||||||
| 700ROSEDALE AVE BOX1034 | ST LOUIS | MO | 63112 | 430653611 | 501(c)(3) | $358,899 | RESEARCH SUBAWARD | |||
| WAYNE STATE UNIVERSITY | ||||||||||
| 5700 CASS AVENUE | DETROIT | MI | 48202 | 386028429 | GOVT | $825,013 | RESEARCH SUBAWARD | |||
| WELLO INC | ||||||||||
| 340 N BROADWAY 400 | GREEN BAY | WI | 54303 | 854126872 | 501(c)(3) | $74,970 | ADVANCE HEALTH WI | |||
| WESLEY COMMUNITY CENTER INC | ||||||||||
| 1300 S 10TH ST | PHOENIX | AZ | 85034 | 860133770 | 501(c)(3) | $111,199 | RESEARCH SUBAWARD | |||
| WI CHILD ABUSE & NEGLECT PREVENTION BOARD | ||||||||||
| 201 W Washington Ave 815 | MADISON | WI | 53703 | 264260611 | GOVT | $29,389 | ADVANCE HEALTH WI | |||
| WINNEBAGO COUNTY | ||||||||||
| 112 OTTER AVE | OSHKOSH | WI | 54901 | 396005760 | GOVT | $179,789 | ADVANCE HEALTH WI | |||
| WISCONSIBS INC | ||||||||||
| 211 E FRANKLIN ST | APPLETON | WI | 54911 | 391942794 | 501(c)(3) | $21,771 | ADVANCE HEALTH WI | |||
| WISCONSIN ACAD OF NUTRITION AND DIETETICS | ||||||||||
| 563 CARTER CT STE B | KIMBERLY | WI | 54136 | 237032400 | 501(c)(3) | $18,205 | ADVANCE HEALTH WI | |||
| WISCONSIN ASSOC OF SOBER HOUSING (WASH) | ||||||||||
| 223 W Wisconsin Ave B | WAUKESHA | WI | 53186 | 832081206 | 501(c)(3) | $21,185 | ADVANCE HEALTH WI | |||
| WISCONSIN COLLAB FOR HLTHCARE QUALITY | ||||||||||
| 4809 S BILTMORE LANE | MADISON | WI | 53718 | 550848113 | OTHER | $42,794 | ADVANCE HEALTH WI | |||
| WISCONSIN COMMUNITY SERVICES INC | ||||||||||
| 3732 W WISC AVE NO 200 | MILWAUKEE | WI | 53208 | 390808464 | 501(c)(3) | $66,483 | AHW/RECOVERY | |||
| WISCONSIN COUNCIL OF CHURCHES INC | ||||||||||
| 30 W Mifflin St Ste 602 | MADISON | WI | 53703 | 390893722 | 501(c)(3) | $93,774 | ADVANCE HEALTH WI | |||
| WISCONSIN INSTITUTE FOR HEALTHY AGING | ||||||||||
| 1414 MacArthur Rd Ste B | MADISON | WI | 53714 | 273001041 | 501(c)(3) | $11,250 | RESEARCH SUBAWARD | |||
| WISCONSIN LITERACY INC | ||||||||||
| 211 S PATERSON ST STE 260 | MADISON | WI | 53703 | 391628898 | 501(c)(3) | $15,325 | ADVANCE HEALTH WI | |||
| WISCONSIN MEDICAL SOCIETY INC | ||||||||||
| 330 EAST LAKESIDE STREET | MADISON | WI | 53701 | 390634758 | 501(c)(3) | $89,765 | COMM ENG SUB/AHW | |||
| WISCONSIN PUBLIC HEALTH ASSN | ||||||||||
| 702 EISENHOWER DR STE A | KIMBERLY | WI | 54136 | 396084243 | 501(c)(3) | $10,000 | ADVANCE HEALTH WI | |||
| WISCONSIN WOMENS HEALTH FOUNDATION | ||||||||||
| 2503 TODD DRIVE | MADISON | WI | 53713 | 391900678 | 501(c)(3) | $115,529 | ADVANCE HEALTH WI | |||
| WISHOPE INC | ||||||||||
| 223 WISCONSIN AVE | WAUKESHA | WI | 53186 | 833544716 | 501(c)(3) | $84,030 | ADVANCE HEALTH WI | |||
| WORKFORCE RESOURCE INC | ||||||||||
| 401 TECHNOLOGY DR EAST | MENOMONIE | WI | 54751 | 391455735 | 501(c)(3) | $59,207 | ADVANCE HEALTH WI | |||
| YALE UNIVERSITY | ||||||||||
| 333 CEDAR ST I-100 SHM | NEW HAVEN | CT | 06520 | 060646973 | 501(c)(3) | $29,663 | RESEARCH 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 | ||||||||||
| $6,446,495 | BOOK | SCHOLARSHIPS | ||||||||
| GRADUATE SCHOOL SCHOLARSHIPS | ||||||||||
| $10,373,759 | BOOK | SCHOLARSHIPS | ||||||||
| PHARMACY SCHOOL SCHOLARSHIPS | ||||||||||
| $228,455 | BOOK | SCHOLARSHIPS | ||||||||
| INSTITUT PASTEUR | ||||||||||
| $162,094 | RESEARCH SUBAWARD | |||||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 188 | Total501c3OrgCnt |
| Total Other Org | 9 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (7 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|
| RESEARCH TRAINEE STIPENDS | 450 | $1,152,577 | |||
| OTHER STUDENT STIPENDS | 10 | $15,073 | |||
| MEDICAL STUDENT TRAVEL/HOUSING ALLOWANCE | 66 | $214,413 | |||
| STUDENT AWARDS | 191 | $197,495 | |||
| MEDICAL STUDENT SCHOLARSHIPS | 545 | $6,446,495 | BOOK | SCHOLARSHIPS | |
| GRADUATE SCHOOL SCHOLARSHIPS | 475 | $10,373,759 | BOOK | SCHOLARSHIPS | |
| PHARMACY SCHOOL SCHOLARSHIPS | 79 | $228,455 | BOOK | SCHOLARSHIPS |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 | FormAndLineReferenceDesc |
| Explanation | MEDICAL, 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Discretionary Spending Acct | Yes (X) | DiscretionarySpendingAcctInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (36 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp 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 ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE J, PART I, LINE 1 | MCW 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 4B | MCW 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 7 | SELECTED 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 II | 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. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| WHEFA SERIES 2008B | ||||||||
| A | 391337855 | 97710BDK5 | 2008-09-04 | $67,500,000 | REFUND WHEFA 2004B2 SERIES | false | false | false |
| WHEFA SERIES 2014B | ||||||||
| B | 391337855 | 000000000 | 2014-12-16 | $13,930,000 | REFUND WHEFA 2010 SERIES | false | false | false |
| WHEFA SERIES 2016 | ||||||||
| C | 391337855 | 97712DPV2 | 2016-05-11 | $177,101,039 | CONSTR FAC/CAP PROJ/REF 2008A SER | false | false | false |
| WHEFA SERIES 2018 | ||||||||
| D | 391337855 | 000000000 | 2018-09-06 | $55,000,000 | RENOV CAPITAL PROJECTS AND EQUIP | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Substantial CompletionSubstantialCompletionYr |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $1,025,000 | $0 | $67,501,101 | $0 | $0 | $0 | $474,412 | $676,689 | $0 | $0 | $66,350,000 | $0 | Yes (true) | false | Yes (true) | Yes (true) | |
| B | $9,730,000 | $0 | $13,930,000 | $0 | $0 | $0 | $178,377 | $0 | $7,200 | $0 | $13,744,423 | $0 | false | Yes (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 | $0 | false | Yes (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 | $0 | false | false | Yes (true) | Yes (true) | 2022 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropPct | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | Yes (true) | false | Yes (true) | false | 0.00075 | 0.00000 | 0.00075 | false | Yes (true) | 0.00081 | Yes (true) | Yes (true) | |
| B | 0 | |||||||||||||
| C | false | Yes (true) | Yes (true) | Yes (true) | false | 0.00202 | 0.00000 | 0.00202 | false | false | false | Yes (true) | false | |
| D | false | false | Yes (true) | Yes (true) | false | 0.00215 | 0.00000 | 0.00215 | false | false | false | Yes (true) | false |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Business Name Line1GICProviderName/BusinessNameLine1Txt | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Goldman Sachs | |||||||||||||
| A | false | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 25.2 | false | false | false | 0 | false | Yes (true) |
| 0 | |||||||||||||
| B | false | false | false | Yes (true) | false | false | false | 0 | false | Yes (true) | |||
| 0 | |||||||||||||
| C | false | false | false | Yes (true) | false | false | false | 0 | false | Yes (true) | |||
| 0 | |||||||||||||
| D | false | false | false | Yes (true) | false | false | false | 0 | false | Yes (true) | |||
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE K, PART I | THE 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 III | Part 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHEFA SERIES 2022 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 391337855 | BondIssuerEIN |
| CUSIP | 97712JER0 | CUSIPNum |
| Bond Issued | 2022-02-03 | BondIssuedDt |
| Issue Price | $193,207,398 | IssuePriceAmt |
| Purpose | CONSTR FAC/CAP PROJ/REF 2008A SER | PurposeDesc |
| Defeased | false | DefeasedInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Pool Financing | false | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $0 | RetiredAmt |
| Bond Defeased | $0 | BondDefeasedAmt |
| Total Proceeds | $201,882,850 | TotalProceedsAmt |
| In Reserve Fund | $1,978 | InReserveFundAmt |
| Capitalized Interest | $19,173,881 | CapitalizedInterestAmt |
| Refunding Escrow | $0 | RefundingEscrowAmt |
| Issuance Costs From Proceeds | $0 | IssuanceCostsFromProceedsAmt |
| Credit Enhancement | $0 | CreditEnhancementAmt |
| Working Capital Expenditures | $0 | WorkingCapitalExpendituresAmt |
| Capital Expenditures | $136,912,167 | CapitalExpendituresAmt |
| Other Spent Proceeds | $4,305,317 | OtherSpentProceedsAmt |
| Unspent | $41,491,485 | UnspentAmt |
| Refunding Tax Exempt Bonds | Yes (true) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | false | RefundingTaxableBondsInd |
| Final Allocation Made | false | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (true) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | false | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | false | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | false | MgmtContractBondFincdPropInd |
| Any Research Agreements | Yes (true) | AnyResearchAgreementsInd |
| Engage Bond Counsel Research | false | EngageBondCounselResearchInd |
| Private Bus Use By Others | 0.00007 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.00007 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | false | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | false | ChangeInUseBondFinancedPropInd |
| Remedial Action Taken | false | RemedialActionTakenInd |
| Procs Nonqualified Bond Remdtd | Yes (true) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | false | Form8038TFiledInd |
| Rebate Not Due Yet | Yes (true) | RebateNotDueYetInd |
| Exception To Rebate | Yes (true) | ExceptionToRebateInd |
| No Rebate Due | false | NoRebateDueInd |
| Variable Rate Issue | false | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | false | HedgeIdentifiedInBksAndRecInd |
Hedge Provider Name HedgeProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 0 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGICInd |
GIC Provider Name GICProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 0 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Proceeds Invested | Yes (true) | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (true) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (true) | ProceduresCorrectiveActionInd |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| CASEY M CALKINS MD | |||
| SPOUSE OF TRUSTEE | $903,697 | PROFESSOR-PEDIATRIC SURGERY | false |
| KAREN J MACKINNON RPH | |||
| SPOUSE OF OFFICER | $181,414 | ASSISTANT PROFESSOR-PHARMACY | false |
| MELISSA L MARGOLIS | |||
| CHILD OF KEY EMPLOYEE | $128,685 | APP INPATIENT | false |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 24 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,279,994 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Selling price | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp |
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Research Equipment | 1 | $191,163 | Cost/Selling price |
| Yes (X) | Sports Tickets | 2 | $840 | Cost/Selling price |
| Yes (X) | Training Equipment | 1 | $1,532 | Cost/Selling price |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule M, Part I, Column (B) | FormAndLineReferenceDesc |
| Explanation | The 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 ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I & III, LINE 1 - CONTINUED | SCIENTISTS, 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 4A | Education - 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 4B | Research - 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 4C | Patient 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 4D | Community 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 1A | MCW'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 2 | 1) 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 4 | A 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 7A | TWO 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 11B | THE 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 12C | MCW 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 & 15B | As 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 19 | MCW 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 A | Joseph 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 9 | CHANGE 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCW SPECIALISTS LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8701 WATERTOWN PLANK RD | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53226 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 815310239 | EIN |
| Primary Activities | SUPPORT SERV | PrimaryActivitiesTxt |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Total Income | $0 | TotalIncomeAmt |
| End Of Year Assets | $0 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCW | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Children's Specialty Group Inc | ||||||||||
| 999 North 92nd St STE C740 | Milwaukee | WI | 53226 | 391990012 | Pediatrics | WI | 501(c)(3) | 12a-I | NA | false |
| MCW Affiliated Hospitals Inc | ||||||||||
| 8701 Watertown Plank Rd | Milwaukee | WI | 53226 | 391341366 | GRAD MED EDUC | WI | 501(C)(3) | 12a-I | NA | false |
| FORENSIC SCIENCE & PROT MED COLLAB INC | ||||||||||
| 8701 WATERTOWN PLANK RD | MILWAUKEE | WI | 53226 | 921417742 | FACILITY DEV | WI | 501(C)(3) | 12c-III | NA | false |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | UBI Code VUBICodeVAmt | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct | EINEIN |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Children's Hlth Network of WI LLC | ||||||||||||||
| 8701 Watertown Plank Rd | Milwaukee | WI | 53226 | Health Care | WI | NA | Related | $0 | $0 | false | $0 | Yes (true) | 0.50000 | |
| Drexel Town Sq Surg Center LLC | ||||||||||||||
| 9200 W Wisconsin Avenue | Milwaukee | WI | 53226 | Surgery Center | WI | Froed Hlth ASC | Related | $183,995 | $1,960,298 | false | $0 | Yes (true) | 0.49000 | 814904300 |
| FMLH MCW Real Estate Ventures LLC | ||||||||||||||
| 9200 W Wisconsin Avenue | Milwaukee | WI | 53226 | Real Estate | WI | NA | Related | $472,449 | $17,746,012 | false | $0 | Yes (true) | 0.50000 | 260629591 |
| Froedtert & MCW ACO LLC | ||||||||||||||
| 8710 Watertown Plank Rd | Milwaukee | WI | 53226 | Health Care | WI | NA | Related | -$58,034 | $360,681 | false | $0 | Yes (true) | 0.50000 | 833159534 |
| Froedtert & MCW Network LLC | ||||||||||||||
| 9200 W Wisconsin Avenue | Milwaukee | WI | 53226 | Health Care | WI | NA | Related | -$7,440,750 | $11,097,744 | false | $0 | Yes (true) | 0.50000 | 814382585 |
| Froedtert Surgery Center LLC | ||||||||||||||
| 9200 W Wisconsin Avenue | Milwaukee | WI | 53226 | Surgery Center | WI | Froed Hlth ASC | Related | $4,457,683 | $11,215,801 | false | $0 | Yes (true) | 0.49000 | 201499345 |
| Menomonee Falls ASC LLC | ||||||||||||||
| W180 N8045 Town Hall Road | Menomonee Falls | WI | 53051 | Surgery Center | WI | Froed Hlth ASC | Related | $583,963 | $7,764,821 | false | $0 | Yes (true) | 0.49000 | 391745697 |
| MRMC Land Bank LLC | ||||||||||||||
| 8700 Watertown Plank Rd | Wauwatosa | WI | 53226 | Real Estate | WI | NA | Related | $8,766 | $4,995,056 | false | $0 | Yes (true) | 0.33330 | 850519151 |
| ThriveOn King LLC | ||||||||||||||
| 8701 Watertown Plank Rd | Milwaukee | WI | 53226 | Bldg Leasing | WI | NA | Related | -$713,478 | $12,904,217 | false | $0 | Yes (true) | 0.50000 | 992406599 |
| West Bend Surgery Center LLC | ||||||||||||||
| 3200 Pleasant Valley Rd | West Bend | WI | 53095 | Surgery Center | WI | Froed Hlth ASC | Related | $1,510,233 | $9,675,846 | false | $0 | Yes (true) | 0.49000 | 391954169 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Blue & Green I Condo Association Inc | ||||||||||||
| 8701 Watertown Plank Rd | Milwaukee | WI | 53226 | 262355106 | Building Mgmt | WI | MCW | C Corp | $0 | $0 | 0.69000 | Yes (true) |
| MCW Prof Liability Insurance Program | ||||||||||||
| 8701 Watertown Plank Rd | Milwaukee | WI | 53226 | 396484662 | INSURANCE | WI | MCW | Trust | $1,083,091 | $12,071,210 | 1.00000 | Yes (true) |
| MCW CONSORTIUM ON PUBLIC & COMM HLTH INC | ||||||||||||
| 8701 WATERTOWN PLANK RD | MILWAUKEE | WI | 53226 | AHW OVERSIGHT | WI | MCW | C CORP | $0 | $0 | 0.89000 | Yes (true) | |
| CHARITABLE REMAINDER TRUST (1) | ||||||||||||
| SUPPORT | WI | MCW | TRUST | Yes (true) | ||||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (true) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| MCW Prof Liability Insurance Program | ||
| Q | $3,659,745 | CASH BASIS |
| MCW Prof Liability Insurance Program | ||
| R | $2,126,883 | CASH BASIS |