2026-05-15T12:22:42-05:00 2025-06-30 PwC US Tax LLP 101 SEAPORT BLVD SUITE 500 BOSTON MA 02210 990 2024-07-01 390806261 THE MEDICAL COLLEGE OF WISCONSIN INC % PAMELA J STANICK MEDI 4149558665 8701 Watertown Plank Road Milwaukee WI 532263548 MATTHEW J LESTER EVP FINANCE/COO 4149558740 2026-05-13 true true PAUL J TANIS P01441612 6175305000 2026-05-13 2024 2025-03-06 01:10:19Z JOHN R RAYMOND SR MD 8701 Watertown Plank Road Milwaukee WI 532263548 2320552925 false X http://www.mcw.edu X 1918 WI 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) 28 24 8196 26 -4125170 36308 222011817 226082409 1305967100 1399529898 76648855 128610509 2813370 4111323 1607441142 1758334139 64474204 65670189 0 0 1225313002 1296679542 115703 25548 8129022 294727149 319926669 1584630058 1682301948 22811084 76032191 3274618395 3469802142 817754846 800602172 2456863549 2669199970 X THE 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40.0 0.0 X 2518112 0 62894 MICHAEL EDWARD MITCHELL MD CHIEF, PROF-PED CARDIAC SURG 1.0 39.0 X 1951025 0 64441 JOHN R RAYMOND SR MD TRUSTEE/PRESIDENT AND CEO 40.0 0.0 X X 1637184 0 310119 SAMAN SHABANI MD ASST PROF-NEUROSURGERY 40.0 0.0 X 1872699 0 68180 ABDEL ALQWASMI MD PHYSICIAN-HEMATOLOGY/ONCOLOGY 40.0 0.0 X 1808484 0 68163 JOSEPH E KERSCHNER MD SEE SCHEDULE O FOR TITLE 39.5 0.5 X X 1583187 0 193612 MATTHEW COOPER MD CHIEF, PROF-TRANSPLANT SURGERY 40.0 0.0 X 1523101 0 64441 DAVID KING MD TRUSTEE 40.0 0.0 X 1190917 0 61180 MATTHEW LESTER EXEC VP-FINANCE & ADMIN, COO 40.0 0.0 X 859882 0 150396 DEBORAH M COSTAKOS MD SEE SCHEDULE O FOR TITLE 35.0 5.0 X 858747 0 51887 CHERYL A MAURANA PHD SEE SCHEDULE O FOR TITLE 40.0 0.0 X 757864 0 90790 M AILEEN SHINAMAN JD SR VP-GENERAL COUNSEL/ASST SEC 40.0 0.0 X 679078 0 69119 MARA LORD PHD SR VP-CHF STRATEGY & GRWTH OFF 40.0 0.0 X 616416 0 112056 SHELISA DALTON CHIEF FINANCIAL OFFICER 40.0 0.0 X 589325 0 113035 DAVID A MARGOLIS MD SEE SCHEDULE O 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335642 0 69984 DAISY SAHOO PHD DEAN, SCHOOL OF GRAD STUDIES 40.0 0.0 X 339099 0 62456 NATHAN BERKEN VP-GOVERNMENT RELATIONS 40.0 0.0 X 268773 0 88749 KIMARA ELLEFSON FORMER INTERIM VP-HR 40.0 0.0 X 288454 0 52717 MARY REINKE VP-MARKETING & COMMUNICATIONS 40.0 0.0 X 268622 0 45217 JENNIFER S BULTMAN SEE SCHEDULE O FOR TITLE 40.0 0.0 X 243548 0 55824 RAVINDRA P MISRA PHD FMR DEAN, SCHOOL OF GRAD STUD 40.0 0.0 X 212683 0 31746 JOHN T NEWSOME JD FMR SR VP-GEN COUNSEL/ASST SEC 10.0 0.0 X 140563 0 0 ELIZABETH BRENNER TRUSTEE/CHAIR 3.0 0.0 X X 0 0 0 PHILIP B FLYNN TRUSTEE/IMMEDIATE PAST CHAIR 1.0 0.0 X X 0 0 0 JOHN DONOFRIO TRUSTEE/VICE CHAIR 2.0 0.0 X X 0 0 0 JACQUELINE HERD-BARBER TRUSTEE/SECRETARY 1.0 0.0 X X 0 0 0 JON D HAMMES TRUSTEE/TREASURER 1.0 0.0 X X 0 0 0 CHRISTY L BROWN TRUSTEE 1.0 0.0 X 0 0 0 BARBARA CALKINS MD TRUSTEE 1.0 0.0 X 0 0 0 LINDA G GORENS-LEVEY TRUSTEE 1.0 0.0 X 0 0 0 PAUL W GRIEPENTROG TRUSTEE 1.0 0.0 X 0 0 0 JOHN M GROGAN TRUSTEE 1.0 0.0 X 0 0 0 NANCY HERNANDEZ 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STREET MINNEAPOLIS MN 55401 RESEARCH SUBCONTRACT 16438925 FROEDTERT MEMORIAL LUTHERAN HOSPITA 9200 W WISCONSIN AVENUE MILWAUKEE WI 53226 CONTRACTUAL SERVICES 15044490 FROEDTERT THEDACARE HEALTH INC 9200 W Wisconsin Ave MILWAUKEE WI 53226 CONTRACTUAL SERVICES 12677844 201 772490 178136261 47173658 1473529 226082409 CLINICAL PRACTICE PLAN REVENUE 621110 769595620 769582021 13599 PHYSICIAN CONTRACTS/AFFILIATE SVCS 621110 327461776 327461776 MEDICARE/MEDICAID PAYMENTS 621110 138490818 138490818 MEDICAL INSTRUCTION TUITION AND FEES 611600 90853035 90853035 NON-GOVERNMENTAL GRANTS AND CONTRACTS 541700 68711273 68711273 4417376 4417376 1399529898 39979981 -4776074 44756055 4254 4254 3761733 3761733 4671053 4326184 344869 0 344869 344869 641626862 4649573 557572463 77698 84054399 4571875 88626274 557505 88068769 60638 772490 135717 -75079 -75079 0 0 0 186524 106724 79800 79800 0 1758334139 1399516299 -4125170 136860601 46204480 46204480 18628267 18628267 837442 837442 0 18970453 5919635 12150303 900515 4244145 3931700 312445 1059342926 1009634934 45456979 4251013 58842846 55644736 2923579 274531 96106574 91721835 4027166 357573 59172598 55503753 3365904 302941 0 1404706 789216 615490 832103 832103 299716 284470 15246 25548 25548 10594691 10594691 99920426 88519976 10584866 815584 2930443 2894686 35757 7286822 5908419 1234883 143520 27010333 5573152 20943976 493205 1346936 1346936 41197144 38065825 3079302 52017 9678714 9187461 328829 162424 0 10645969 10270361 306760 68848 10259183 9341358 917825 0 33079127 30233496 2803095 42536 1390280 281933 1101161 7186 MEDICAL & RESEARCH SUPPLIES 24671250 24671250 RESIDENTS & FELLOWS 13140395 13140395 DUES & SUBSCRIPTIONS 10874508 9824552 1039613 10343 EQUIPMENT & MAINTENANCE 5085901 4813634 267244 5023 8278022 4377500 3720064 180458 1682301948 1547551402 126621524 8129022 31024 25467 203566112 213660573 79596791 76231957 189362736 190578225 0 0 0 0 0 0 57482 49856 9613005 16953298 946180178 566622542 333665824 379557636 635965570 702312095 1583665177 1680449880 58034506 74759881 15088927 15921687 165971241 119301587 3274618395 3469802142 206191888 209444324 0 0 65097314 51067956 455511792 442459564 0 0 0 0 8354468 8293679 0 0 82599384 89336649 817754846 800602172 X 1570692465 1728931322 886171084 940268648 2456863549 2669199970 3274618395 3469802142 X 76032191 138870881 -2566651 X false true X true true true X 240236197 224509895 214545386 222011817 226082409 1127385704 0 0 240236197 224509895 214545386 222011817 226082409 1127385704 0 1127385704 31482806 33299295 32225265 41490084 53193095 191690545 141887 0 141887 0 29582 52790 48944 60638 191954 1319410090 6105818954 0.85446 0.86770 X Schedule A, Part II, Section B, Line 10 OTHER INCOME INCLUDES GROSS INCOME FROM FUNDRAISING EVENTS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED true true false true true false true 347660 false true 347660 false 0 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. 1797176221 20498358 200790196 2381548 71126524 8823928 1936132775 1639354931 15710835 228397254 1936134 75833915 8516750 1797176221 1512540654 27332023 176994522 1708295 69513145 6290828 1639354931 1626374943 187184453 -248734898 1664728 43064397 7554719 1512540654 1233714567 22691492 407314289 1635348 27162823 8547234 1626374943 0.60000 0.24000 0.16000 false false 9300860 9300860 462726177 304536142 158190035 21365709 17662352 3703357 315030085 243475860 71554225 137757347 948188 136809159 379557636 COMMINGLED BOND & EQUITY FUNDS 919988998 F HEDGE FUNDS 428930220 F PRIVATE ASSETS 330404289 F GUARANTEED INVSTMENT CONTRACTS 1047456 F OTHER 78917 F 1680449880 0 LONG-TRM OPERATNG LEASE OBLIGATIONS 77586827 INTEREST RATE SWAP AGREEMENT 3274397 US GOVT SPONSORED LOAN FUND 8475425 89336649 X 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. true true true true true true true false false false false false false false false true false true 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. true Central America and the Caribbean 0 0 Grantmaking 8500 Central America and the Caribbean 0 0 Program Services RESEARCH 1541 Central America and the Caribbean 0 0 Program Services SEMINARS/CONFERENCES 24123 Central America and the Caribbean 0 0 Program Services MEDICAL MISSION TRIP 8606 Central America and the Caribbean 0 0 Program Services GLOBAL HEALTH 3348 Central America and the Caribbean 0 0 Investments 1312670692 East Asia and the Pacific 0 0 Grantmaking 8027 East Asia and the Pacific 0 0 Program Services RESEARCH 500 East Asia and the Pacific 0 0 Program Services SEMINARS/CONFERENCES 148939 East Asia and the Pacific 0 0 Program Services GLOBAL HEALTH 4500 Europe (Including Iceland and Greenland) 0 0 Grantmaking 652085 Europe (Including Iceland and Greenland) 0 0 Program Services RESEARCH 933922 Europe (Including Iceland and Greenland) 0 0 Program Services SEMINARS/CONFERENCES 499270 Europe (Including Iceland and Greenland) 0 0 Program Services GLOBAL HEALTH 12079 Europe (Including Iceland and Greenland) 0 0 Investments 15838365 Middle East and North Africa 0 0 Program Services SEMINARS/CONFERNCES 12231 North America 0 0 Grantmaking 137450 North America 0 0 Program Services RESEARCH 96266 North America 0 0 Program Services SEMINARS/CONFERENCES 194004 North America 0 0 Program Services GLOBAL HEALTH 1692 Russia and the Newly Independent States 0 0 Program Services RESEARCH 3865 South America 0 0 Program Services SEMINARS/CONFERENCES 51647 South America 0 0 Program Services GLOBAL HEALTH 12018 South Asia 0 0 Program Services RESEARCH 7328 South Asia 0 0 Program Services SEMINARS/CONFERENCES 31866 South Asia 0 0 Program Services GLOBAL HEALTH 20911 Sub-Saharan Africa 0 0 Grantmaking 31380 Sub-Saharan Africa 0 0 Program Services RESEARCH 110726 Sub-Saharan Africa 0 0 Program Services SEMINARS/CONFERENCES 49146 Sub-Saharan Africa 0 0 Program Services GLOBAL HEALTH 150101 0 0 0 0 0 0 1330964178 760950 1331725128 Europe (Including Iceland and Greenland) RESEARCH SUBAWARD 162094 Wire East Asia and the Pacific RESEARCH SUBAWARD 8027 Wire Central America and the Caribbean RESEARCH SUBAWARD 8500 Wire Sub-Saharan Africa RESEARCH SUBAWARD 26379 Wire Europe (Including Iceland and Greenland) RESEARCH SUBAWARD 303460 Wire Europe (Including Iceland and Greenland) RESEARCH SUBAWARD 184465 Wire North America RESEARCH SUBAWARD 123112 Check North America RESEARCH SUBAWARD 14339 Check 8 0 true false true true true false 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. 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W MARKHAM ST LITTLE ROCK AR 72205 716046242 GOVT 9136 RESEARCH SUBAWARD UNIVERSITY OF ARIZONA 1303 E UNIVERSITY BLVD TUCSON AZ 85719 866004791 GOVT 153547 RESEARCH SUBAWARD UNIVERSITY OF CALIFORNIA DAVIS PO BOX 989062 WEST SACRAMENTO CA 95798 946036494 GOVT 270630 RESEARCH SUBAWARD UNIVERSITY OF CALIFORNIA SAN DIEGO 9500 GILMAN DRIVE LA JOLLA CA 92093 956006144 GOVT 658452 RESEARCH SUBAWARD UNIVERSITY OF CALIFORNIA SAN FRANCISCO 1855 FOLSOM STREET 425 SAN FRAN CA 94143 946036493 GOVT 1127367 RES SUB/AHW/EDUC UNIVERSITY OF CHICAGO 6054 S DREXEL AVENUE CHICAGO IL 60637 362177139 501(c)(3) 54813 RESEARCH SUBAWARD UNIVERSITY OF FLORIDA PO BOX 113200 GAINESVILLE FL 32611 596002052 GOVT 619955 RESEARCH SUBAWARD UNIVERSITY OF ILLINOIS 506 SOUTH WRIGHT STREET URBANA IL 61801 376000511 GOVT 371884 RESEARCH SUBAWARD UNIVERSITY OF IOWA 105 JESSUP HALL IOWA CITY IA 52242 426004813 GOVT 94158 RESEARCH SUBAWARD UNIVERSITY OF KANSAS MED CNTR RESEARCH INST 3901 RAINBOW BLVD KANSAS CITY KS 66160 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SUBAWARD UNIVERSITY OF WISCONSIN MADISON 21 N PARK ST SUITE 6401 MADISON WI 53715 396006492 GOVT 2017300 RES/AHW/EDUC/HIV UNIVERSITY OF WISCONSIN MILWAUKEE PO BOX 413 MILWAUKEE WI 53201 391805963 GOVT 531255 RES SUB/AHW/TRAIN UNIVERSITY OF WISCONSIN WHITEWATER 800 WEST MAIN ST WHITEWATER WI 53190 391805963 GOVT 11745 ADVANCE HEALTH WI UWM RESEARCH FOUNDATION INC 1440 EAST NORTH AVENUE MILWAUKEE WI 53202 208297675 501(c)(3) 8789 RESEARCH SUBAWARD VANDERBILT UNIVERSITY 2301 VANDERBILT PLACE NASHVILLE TN 37240 620476822 501(c)(3) 10426 TRANSFRM MED EDUC VERNON MEMORIAL HEALTHCARE INC 507 SOUTH MAIN STREET VIROQUA WI 54665 390806404 501(c)(3) 310521 COMM ENG SUBAWARD VERSITI WISCONSIN INC PO BOX 2178 MILWAUKEE WI 53201 390807235 501(c)(3) 1877041 RES SUB/AHW WASHINGTON UNIVERSITY 700ROSEDALE AVE BOX1034 ST LOUIS MO 63112 430653611 501(c)(3) 358899 RESEARCH SUBAWARD WAYNE STATE UNIVERSITY 5700 CASS AVENUE DETROIT MI 48202 386028429 GOVT 825013 RESEARCH SUBAWARD WELLO INC 340 N BROADWAY 400 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St Ste 602 MADISON WI 53703 390893722 501(c)(3) 93774 ADVANCE HEALTH WI WISCONSIN INSTITUTE FOR HEALTHY AGING 1414 MacArthur Rd Ste B MADISON WI 53714 273001041 501(c)(3) 11250 RESEARCH SUBAWARD WISCONSIN LITERACY INC 211 S PATERSON ST STE 260 MADISON WI 53703 391628898 501(c)(3) 15325 ADVANCE HEALTH WI WISCONSIN MEDICAL SOCIETY INC 330 EAST LAKESIDE STREET MADISON WI 53701 390634758 501(c)(3) 89765 COMM ENG SUB/AHW WISCONSIN PUBLIC HEALTH ASSN 702 EISENHOWER DR STE A KIMBERLY WI 54136 396084243 501(c)(3) 10000 ADVANCE HEALTH WI WISCONSIN WOMENS HEALTH FOUNDATION 2503 TODD DRIVE MADISON WI 53713 391900678 501(c)(3) 115529 ADVANCE HEALTH WI WISHOPE INC 223 WISCONSIN AVE WAUKESHA WI 53186 833544716 501(c)(3) 84030 ADVANCE HEALTH WI WORKFORCE RESOURCE INC 401 TECHNOLOGY DR EAST MENOMONIE WI 54751 391455735 501(c)(3) 59207 ADVANCE HEALTH WI YALE UNIVERSITY 333 CEDAR ST I-100 SHM NEW HAVEN CT 06520 060646973 501(c)(3) 29663 RESEARCH SUBAWARD RESEARCH TRAINEE STIPENDS 1152577 OTHER STUDENT STIPENDS 15073 MEDICAL STUDENT TRAVELHOUSING ALLOWANCE 214413 STUDENT AWARDS 197495 MEDICAL STUDENT SCHOLARSHIPS 6446495 BOOK SCHOLARSHIPS GRADUATE SCHOOL SCHOLARSHIPS 10373759 BOOK SCHOLARSHIPS PHARMACY SCHOOL SCHOLARSHIPS 228455 BOOK SCHOLARSHIPS INSTITUT PASTEUR 162094 RESEARCH SUBAWARD 188 9 RESEARCH TRAINEE STIPENDS 450 1152577 OTHER STUDENT STIPENDS 10 15073 MEDICAL STUDENT TRAVEL/HOUSING ALLOWANCE 66 214413 STUDENT AWARDS 191 197495 MEDICAL STUDENT SCHOLARSHIPS 545 6446495 BOOK SCHOLARSHIPS GRADUATE SCHOOL SCHOLARSHIPS 475 10373759 BOOK SCHOLARSHIPS PHARMACY SCHOOL SCHOLARSHIPS 79 228455 BOOK SCHOLARSHIPS Schedule I, Part I, Line 2 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. X X true true X X X X false true false false false false false true false MAX C LEE MD ASST PROF-NEUROSURGERY 1467893 0 1025977 0 24242 0 27600 0 35294 0 2581006 0 0 0 MICHAEL EDWARD MITCHELL MD CHIEF, PROF-PED CARDIAC SURG 1766217 0 150000 0 34808 0 27600 0 36841 0 2015466 0 0 0 JOHN R RAYMOND SR MD TRUSTEE/PRESIDENT AND CEO 1204722 0 374462 0 58000 0 280158 0 29961 0 1947303 0 0 0 SAMAN SHABANI MD ASST PROF-NEUROSURGERY 849978 0 1022235 0 486 0 27600 0 40580 0 1940879 0 0 0 ABDEL ALQWASMI MD PHYSICIAN-HEMATOLOGY/ONCOLOGY 877007 0 930937 0 540 0 27600 0 40563 0 1876647 0 0 0 JOSEPH E KERSCHNER MD SEE SCHEDULE O FOR TITLE 1115551 0 274639 0 192997 0 164920 0 28692 0 1776799 0 112723 0 MATTHEW COOPER MD CHIEF, PROF-TRANSPLANT SURGERY 1288929 0 231850 0 2322 0 27600 0 36841 0 1587542 0 0 0 DAVID KING MD TRUSTEE 1045951 0 109860 0 35106 0 27600 0 33580 0 1252097 0 0 0 MATTHEW LESTER EXEC VP-FINANCE & ADMIN, COO 673895 0 160548 0 25439 0 112702 0 37694 0 1010278 0 0 0 DEBORAH M COSTAKOS MD SEE SCHEDULE O FOR TITLE 728860 0 127565 0 2322 0 27600 0 24287 0 910634 0 0 0 CHERYL A MAURANA PHD SEE SCHEDULE O FOR TITLE 508915 0 183502 0 65447 0 60404 0 30386 0 848654 0 30457 0 M AILEEN SHINAMAN JD SR VP-GENERAL COUNSEL/ASST SEC 531339 0 116394 0 31345 0 66660 0 2459 0 748197 0 0 0 MARA LORD PHD SR VP-CHF STRATEGY & GRWTH OFF 466485 0 64697 0 85234 0 88130 0 23926 0 728472 0 45600 0 SHELISA DALTON CHIEF FINANCIAL OFFICER 491183 0 84458 0 13684 0 78882 0 34153 0 702360 0 0 0 DAVID A MARGOLIS MD SEE SCHEDULE O FOR TITLE 567274 0 62075 0 3564 0 27600 0 27169 0 687682 0 0 0 ADRIENNE MITCHELL SR VP-HR, CHIEF PEOPLE OFFICER 433053 0 81771 0 27544 0 83633 0 38481 0 664482 0 0 0 KEVIN R REGNER MD SEE SCHEDULE O FOR TITLE 493760 0 51771 0 1429 0 27600 0 20872 0 595432 0 0 0 DAVID HOTCHKISS VP-INFORMATION SERVICES, CIO 375662 0 67636 0 22404 0 66941 0 38737 0 571380 0 0 0 JASON E KRAISS VP-INST ADVANCEMENT, CDO 370740 0 42290 0 35607 0 64246 0 36860 0 549743 0 0 0 GREGORY M WESLEY JD SEE SCHEDULE O FOR TITLE 296642 0 63289 0 97627 0 61162 0 3658 0 522378 0 51163 0 CURT D SIGMUND PHD TRUSTEE 398952 0 39575 0 25160 0 27600 0 24027 0 515314 0 0 0 ROY L SILVERSTEIN MD SEE SCHEDULE O FOR TITLE 345637 0 64102 0 22620 0 27600 0 26105 0 486064 0 0 0 KEVIN M EIDE VP-FIN PLANNING/DATA ANALYTICS 303859 0 55004 0 15633 0 59142 0 36993 0 470631 0 0 0 PAMELA J STANICK VP-FINANCE & TREASURY 316710 0 53491 0 2385 0 59631 0 12909 0 445126 0 0 0 TENNILLE SIFUENTES VP-CORP COMPLIANCE/RISK MGT 275934 0 52231 0 6189 0 55642 0 39380 0 429376 0 0 0 JEFFREY BORNEMANN VP-FACILITIES & OP TO 3/2/25 268166 0 54121 0 17604 0 56452 0 32900 0 429243 0 0 0 GEORGE MACKINNON III PHD DEAN, SCHOOL OF PHARMACY 316157 0 33844 0 21681 0 27600 0 28517 0 427799 0 0 0 SUSAN MELCHER VP-TOTAL REWARDS/HR ANALYTICS 292568 0 51192 0 2948 0 46509 0 22929 0 416146 0 0 0 C GREER JORDAN PHD VP-ANCHOR PARTNERSHIPS 283273 0 49810 0 2559 0 55661 0 14323 0 405626 0 0 0 DAISY SAHOO PHD DEAN, SCHOOL OF GRAD STUDIES 285322 0 37581 0 16196 0 26611 0 35845 0 401555 0 0 0 NATHAN BERKEN VP-GOVERNMENT RELATIONS 227717 0 40280 0 776 0 47022 0 41727 0 357522 0 0 0 KIMARA ELLEFSON FORMER INTERIM VP-HR 262651 0 25060 0 743 0 23379 0 29338 0 341171 0 0 0 MARY REINKE VP-MARKETING & COMMUNICATIONS 225050 0 40138 0 3434 0 43985 0 1232 0 313839 0 0 0 JENNIFER S BULTMAN SEE SCHEDULE O FOR TITLE 207185 0 35259 0 1104 0 29856 0 25968 0 299372 0 0 0 RAVINDRA P MISRA PHD FMR DEAN, SCHOOL OF GRAD STUD 191978 0 19222 0 1483 0 17241 0 14505 0 244429 0 0 0 JOHN T NEWSOME JD FMR SR VP-GEN COUNSEL/ASST SEC 115563 0 25000 0 0 0 0 140563 0 0 0 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. A WHEFA SERIES 2008B 391337855 97710BDK5 2008-09-04 67500000 REFUND WHEFA 2004B2 SERIES false false false B WHEFA SERIES 2014B 391337855 000000000 2014-12-16 13930000 REFUND WHEFA 2010 SERIES false false false C WHEFA SERIES 2016 391337855 97712DPV2 2016-05-11 177101039 CONSTR FAC/CAP PROJ/REF 2008A SER false false false D WHEFA SERIES 2018 391337855 000000000 2018-09-06 55000000 RENOV CAPITAL PROJECTS AND EQUIP false false false A 1025000 0 67501101 0 0 0 474412 676689 0 0 66350000 0 true false true true B 9730000 0 13930000 0 0 0 178377 0 7200 0 13744423 0 false true true true C 21390000 0 178028867 2276 6349729 0 1570242 0 0 100545136 69563760 0 2017 false true true true D 17470000 0 55860694 0 1419120 0 277007 0 0 54164567 0 0 2022 false false true true A false true false true false 0.00075 0.00000 0.00075 false true 0.00081 true true B 0 C false true true false true false 0.00202 0.00000 0.00202 false false false true D false false true false true false 0.00215 0.00000 0.00215 false false false true A false false true true true true Goldman Sachs 25.2 false false false 0 false true B false false false true false false 0 false 0 false true C false false false true false false 0 false 0 false true D false false false true false false 0 false 0 false true A true B true C true D true 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. A WHEFA SERIES 2022 391337855 97712JER0 2022-02-03 193207398 CONSTR FAC/CAP PROJ/REF 2008A SER false false false A 0 0 201882850 1978 19173881 0 0 0 0 136912167 4305317 41491485 true false false true A false false false true false 0.00007 0.00000 0.00007 false false false true A false true true false false false 0 false 0 true true A true CASEY M CALKINS MD SPOUSE OF TRUSTEE 903697 PROFESSOR-PEDIATRIC SURGERY false KAREN J MACKINNON RPH SPOUSE OF OFFICER 181414 ASSISTANT PROFESSOR-PHARMACY false MELISSA L MARGOLIS CHILD OF KEY EMPLOYEE 128685 APP INPATIENT false X 24 1279994 Selling price X Research Equipment 1 191163 Cost/Selling price X Sports Tickets 2 840 Cost/Selling price X Training Equipment 1 1532 Cost/Selling price false true false Schedule M, Part I, Column (B) The amounts listed in Column (B) for all property types represent total number of contributions received, not individual items contributed. 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) MCW SPECIALISTS LLC 8701 WATERTOWN PLANK RD MILWAUKEE WI 53226 815310239 SUPPORT SERV WI 0 0 MCW 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 Children's Hlth Network of WI LLC 8701 Watertown Plank Rd Milwaukee WI 53226 Health Care WI NA Related 0 0 false 0 true 0.50000 Drexel Town Sq Surg Center LLC 9200 W Wisconsin Avenue Milwaukee WI 53226 814904300 Surgery Center WI Froed Hlth ASC Related 183995 1960298 false 0 true 0.49000 FMLH MCW Real Estate Ventures LLC 9200 W Wisconsin Avenue Milwaukee WI 53226 260629591 Real Estate WI NA Related 472449 17746012 false 0 true 0.50000 Froedtert & MCW ACO LLC 8710 Watertown Plank Rd Milwaukee WI 53226 833159534 Health Care WI NA Related -58034 360681 false 0 true 0.50000 Froedtert & MCW Network LLC 9200 W Wisconsin Avenue Milwaukee WI 53226 814382585 Health Care WI NA Related -7440750 11097744 false 0 true 0.50000 Froedtert Surgery Center LLC 9200 W Wisconsin Avenue Milwaukee WI 53226 201499345 Surgery Center WI Froed Hlth ASC Related 4457683 11215801 false 0 true 0.49000 Menomonee Falls ASC LLC W180 N8045 Town Hall Road Menomonee Falls WI 53051 391745697 Surgery Center WI Froed Hlth ASC Related 583963 7764821 false 0 true 0.49000 MRMC Land Bank LLC 8700 Watertown Plank Rd Wauwatosa WI 53226 850519151 Real Estate WI NA Related 8766 4995056 false 0 true 0.33330 ThriveOn King LLC 8701 Watertown Plank Rd Milwaukee WI 53226 992406599 Bldg Leasing WI NA Related -713478 12904217 false 0 true 0.50000 West Bend Surgery Center LLC 3200 Pleasant Valley Rd West Bend WI 53095 391954169 Surgery Center WI Froed Hlth ASC Related 1510233 9675846 false 0 true 0.49000 Blue & Green I Condo Association Inc 8701 Watertown Plank Rd Milwaukee WI 53226 262355106 Building Mgmt WI MCW C Corp 0 0 0.69000 true MCW Prof Liability Insurance Program 8701 Watertown Plank Rd Milwaukee WI 53226 396484662 INSURANCE WI MCW Trust 1083091 12071210 1.00000 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 true CHARITABLE REMAINDER TRUST (1) SUPPORT WI MCW TRUST true false true false false false false false false false true false true true true false true true true true MCW Prof Liability Insurance Program Q 3659745 CASH BASIS MCW Prof Liability Insurance Program R 2126883 CASH BASIS