FURP.ORG / PUBLIC DATA EXPLORER

MIDWESTERN UNIVERSITY: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
MIDWESTERN UNIVERSITY (EIN 36-3377698)
Tax period
2024-07-01 to 2025-06-30
Filed
2026-05-14
IRS object ID
202631359349300113
Schema version
2024v5.1
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-05-14T23:39:56+00:00ReturnTs
Tax Period End2025-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN350921680PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CROWE LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1225 West Wacker Drive Suite 2600AddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP606061224ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN363377698EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Midwestern UniversityBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMIDWBusinessNameControlTxt
Phone6305157307PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1555 31ST STREETAddressLine1Txt
CityDOWNERS GROVECityNm
State AbbreviationILStateAbbreviationCd
ZIP60515ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOSHUA C BAKERPersonNm
Person TitlePRESIDENT AND CEOPersonTitleTxt
Phone6235723426PhoneNum
Signature2026-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJENNIFER BURKEPreparerPersonNm
PTINP01342224PTIN
Phone3128997000PhoneNum
Preparation2026-05-15PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

FieldValueIRS element (for citing)
Business Name Line1JOSHUA C BAKER MS ODBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1555 31ST STREETAddressLine1Txt
CityDOWNERS GROVECityNm
State AbbreviationILStateAbbreviationCd
ZIP60515ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$2,020,437,431GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW. MIDWESTERN.EDUWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1900FormationYr
Legal Domicile StateILLegalDomicileStateCd
Activity Or MissionMIDWESTERN UNIVERSITY DEDICATES THE INSTITUTION AND ITS RESOURCES TO THE HIGHEST STANDARDS OF ACADEMIC EXCELLENCE TO MEET THE EDUCATIONAL NEEDS OF THE HEALTH CARE COMMUNITY.ActivityOrMissionDesc
Voting Members Governing Body15VotingMembersGoverningBodyCnt
Voting Members Independent13VotingMembersIndependentCnt
Total Employee4322TotalEmployeeCnt
Total Volunteers2876TotalVolunteersCnt
Total Gross UBI$78,999TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$7,422,721PYContributionsGrantsAmt
CY Contributions Grants$8,523,705CYContributionsGrantsAmt
PY Program Service Revenue$488,935,905PYProgramServiceRevenueAmt
CY Program Service Revenue$492,699,161CYProgramServiceRevenueAmt
PY Investment Income$39,562,726PYInvestmentIncomeAmt
CY Investment Income$52,798,910CYInvestmentIncomeAmt
PY Other Revenue$1,579,176PYOtherRevenueAmt
CY Other Revenue$1,651,101CYOtherRevenueAmt
PY Total Revenue$537,500,528PYTotalRevenueAmt
CY Total Revenue$555,672,877CYTotalRevenueAmt
PY Grants And Similar Paid$4,744,257PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$8,780,444CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$268,576,212PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$281,446,237CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$1,274,348CYTotalFundraisingExpenseAmt
PY Other Expenses$149,439,309PYOtherExpensesAmt
CY Other Expenses$150,561,175CYOtherExpensesAmt
PY Total Expenses$422,759,778PYTotalExpensesAmt
CY Total Expenses$440,787,856CYTotalExpensesAmt
PY Revenues Less Expenses$114,740,750PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$114,885,021CYRevenuesLessExpensesAmt
Total Assets BOY$2,090,861,127TotalAssetsBOYAmt
Total Assets EOY$2,235,414,008TotalAssetsEOYAmt
Total Liabilities BOY$279,140,973TotalLiabilitiesBOYAmt
Total Liabilities EOY$269,764,268TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,811,720,154NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,965,649,740NetAssetsOrFundBalancesEOYAmt
MissionMIDWESTERN UNIVERSITY'S HISTORICAL AND SUSTAINING PHILOSOPHY DEDICATES THE INSTITUTION AND ITS RESOURCES TO THE HIGHEST STANDARDS OF ACADEMIC EXCELLENCE TO MEET THE EDUCATIONAL NEEDS OF THE HEALTH CARE COMMUNITY.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$409,927,623ExpenseAmt
Grant$8,780,444GrantAmt
Revenue$493,790,132RevenueAmt
DescDESCRIPTION OF PROGRAM SERVICE ACCOMPLISHMENTS DURING THE FISCAL YEAR ENDED JUNE 30, 2025, MIDWESTERN UNIVERSITY PROVIDED HEALTH SCIENCES EDUCATION SERVICES TO APPROXIMATELY 6,308 PRE-DOCTORAL STUDENTS. THESE STUDENT SERVICES ARE LOCATED ON THREE CAMPUSES, TWO IN ILLINOIS AND ONE IN ARIZONA. MIDWESTERN UNIVERSITY OFFERS HEALTH EDUCATION PROGRAMS IN MEDICINE, PHARMACY, PHYSICIAN ASSISTANCE, PHYSICAL THERAPY, OCCUPATIONAL THERAPY, BIOMEDICAL SCIENCES, PODIATRY, CLINICAL PSYCHOLOGY, PERFUSION SERVICES, NURSE ANESTHETIST, DENTISTRY, OPTOMETRY, VETERINARY MEDICINE, SPEECH LANGUAGE PATHOLOGY, AND GRADUATE EDUCATION PROGRAMS IN MEDICINE, AS WELL AS CONTINUING EDUCATION FOR STAFF AND ALUMNI. MIDWESTERN UNIVERSITY CONTINUED ITS RESEARCH AND TRAINING PROGRAMS WITH THE SUPPORT OF FEDERAL AND PRIVATE FUNDING. MIDWESTERN UNIVERSITY CLINICS VALUE OF DISCOUNTED CARE PROVIDED $23,102,000 VALUE OF FREE CARE PROVIDED $3,851,000 THE MIDWESTERN UNIVERSITY CLINICS OPERATED AT THE ARIZONA AND/OR THE ILLINOIS CAMPUSES INCLUDE DENTAL INSTITUTES, EYE INSTITUTES, MULTISPECIALTY PRACTICES, THERAPY INSTITUTE, AND ANIMAL HEALTH INSTITUTE DESIGNED TO PROVIDE CLINICAL TEACHING SITES AND MEET A WIDE-RANGE OF HEALTHCARE NEEDS OF AREA PATIENTS. IN ACCORDANCE WITH THE UNIVERSITY'S ACADEMIC MISSION, THE FEE SCHEDULES AT THE TWO DENTAL INSTITUTES HAVE BEEN REDUCED TO APPROXIMATELY 50% OR MORE OF USUAL AND CUSTOMARY CHARGES. AS A RESULT, DURING FISCAL YEAR ENDED JUNE 30, 2025, MWU PATIENTS PAID $23,102,000 LESS IN PATIENT SERVICE FEES THAN THEY WOULD HAVE HAD MWU CHARGED USUAL AND CUSTOMARY FEES. ALSO, THE UNIVERSITY HAS A DISCOUNT PROGRAM WHEREBY LOW INCOME INDIVIDUALS CAN APPLY FOR FREE CARE AT MWU CLINICS BASED ON THE FEDERAL POVERTY GUIDELINES. THE TOTAL DISCOUNTS IN FISCAL YEAR ENDED JUNE 30, 2025 WERE $1,964,000 AT STATED PATIENT SERVICE CHARGES. HAD MWU CHARGED USUAL AND CUSTOMARY FEES, THE VALUE OF THE DISCOUNTS WOULD HAVE BEEN $3,851,000.Desc
Total Program Service Expenses$409,927,623TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingYes (true)CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingYes (true)SchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesYes (true)GamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsYes (true)TaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntYes (true)BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgYes (true)TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document8976IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee4322EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtYes (true)SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members15GoverningBodyVotingMembersCnt
Independent Voting Member13IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Policies Reference ChaptersfalsePoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Written Policy Or ProcedurefalseWrittenPolicyOrProcedureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MATTHEW SWEENEY CPABusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6305157307PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1555 31ST STREETAddressLine1Txt
CityDOWNERS GROVECityNm
State AbbreviationILStateAbbreviationCd
ZIP60515ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (34 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
JANET R BOLTON CFP CIMA
CHAIRPERSON, TRUSTEE1.01.0Yes (X)Yes (X)$0$0$0
JEAN L BAXTER JD
VICE CHAIRPERSON, TRUSTEE1.01.0Yes (X)Yes (X)$0$0$0
JOSHUA C BAKER OD MS
SVP & Chief Academic Officer / Interim President, CEO, & Trustee (beg May 2025)40.00.0Yes (X)Yes (X)$897,889$0$69,092
KATHLEEN H GOEPPINGER PHD
PRESIDENT, CEO, TRUSTEE retired May 19, 202540.01.0Yes (X)Yes (X)$1,914,851$0$53,331
KENNETH R HERLIN MA MBA CPA
SECRETARY, TREASURER, TRUSTEE1.01.0Yes (X)Yes (X)$0$0$0
CHARA REID-REED PHARM D
Trustee1.00.0Yes (X)$0$0$0
GREGORY J GAUS
TRUSTEE1.01.0Yes (X)$0$0$0
JOHN LADOWICZ MBA
TRUSTEE1.01.0Yes (X)$0$0$0
KEVIN D LEAHY FACHE
TRUSTEE resigned 5/19/20251.01.0Yes (X)$0$0$0
MADELINE R LEWIS DO
TRUSTEE1.01.0Yes (X)$0$0$0
MARILYN KENT TAPAJNA MAT CCC-SLP
TRUSTEE1.00.0Yes (X)$0$0$0
MICHAEL M BOND DO
TRUSTEE1.01.0Yes (X)$0$0$0
MICHAEL P KAMRADT MBA
TRUSTEE1.00.0Yes (X)$0$0$0
NICHOLAS C ZAGOTTA JD
TRUSTEE1.01.0Yes (X)$0$0$0
RONALD D TUCKER USN Retired
TRUSTEE1.00.0Yes (X)$0$0$0
Sr ANNE C LEONARD CND
LIFE TRUSTEE AS OF DECEMBER 6, 20220.00.0Yes (X)$0$0$0
STEVEN R CHANEN JD
TRUSTEE1.00.0Yes (X)$0$0$0
WARREN B GRAYSON JD
TRUSTEE1.01.0Yes (X)$0$0$0
AMY GIBSON MS PHR SHRM-SCP
VICE PRESIDENT, HUMAN RESOURCES GANIZATIONAL DEVELOPMENT40.00.0Yes (X)$526,153$0$39,189
ANGELA MARTY MA PHR
SR. VICE PRESIDENT ADMINISTRATION AND COMMUNICATIONS40.00.0Yes (X)$702,446$0$68,773
BARBARA L MCCLOUD ESQ
VICE PRESIDENT & GENERAL COUNSEL - Ending September 16, 202440.00.0Yes (X)$1,153,908$0$49,506
DANIEL TAPIA EdD
VICE PRESIDENT OF OPERATIONS40.00.0Yes (X)$580,416$0$69,186
GREGORY L O'COYNE CPA
VICE PRESIDENT, FINANCE40.01.0Yes (X)$487,762$0$68,314
KAILA M DOUGHERTY OD FAAO
VICE PRESIDENT, CLINIC OPERATIONS40.00.0Yes (X)$554,224$0$69,060
MANUEL CAIRO ESQ
VICE PRESIDENT AND GENERAL COUNSEL BEGINNING MARCH 9, 202540.00.0Yes (X)$388,590$0$67,775
MARY LEE PHARM D
VICE PRESIDENT, ASSISTANT TO THE PRESIDENT40.00.0Yes (X)$322,047$0$43,649
MATTHEW J SWEENEY CPA
ASSISTANT TREASURER, CFO, VICE PRESIDENT40.01.0Yes (X)$736,850$0$69,466
VICTORIA B FRANKS MAdm
VICE PRESIDENT, MULTICULTURAL AFFAIRS AND COMMUNITY OUTREACH40.00.0Yes (X)$319,594$0$61,689
YIR GLORIA YUEH PHD
VICE PRESIDENT, CHIEF ACADEMIC OFFICER40.00.0Yes (X)$616,006$0$69,418
HAROLD J HAERING DMD
DEAN, COLLEGE OF DENTAL MEDICINE - ILLINOIS40.00.0$561,437$0$67,676Yes (X)
KEVIN MCCORMICK
Director of Construction - Ending June 10, 202440.00.0$635,209$0$37,545Yes (X)
LORI A KEMPER DO
DEAN OF MEDICINE - AZ40.00.0$585,245$0$67,794Yes (X)
Melissa A Suckow
Dean of Optometry - Ending October 28, 202440.00.0$653,340$0$62,099Yes (X)
THOMAS A BOYLE DO
DEAN OF MEDICINE - IL40.00.0$570,890$0$67,730Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$12,206,857TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$1,101,292TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K685IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
CHANEN CONSTRUCTION
3300 N THIRD STPHOENIXAZ85067GENERAL CONTRACTOR$51,014,954
DWL Architects Planners Inc
2333 North Central AvenuePhoenixAZ85004Architectural Services$4,386,521
METRO CLEANING COMPANY
8349 W DESERT SPOONPeoriaAZ85383JANITORIAL SERVICES$3,770,351
EBSCO
10 Estes StreetIpswichMA01938E-Library Services$2,581,083
Chartwells Dining Service
2400 Yorkmont RdCharlotteNC28217Cafeteria Services$2,234,280
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K107CntrctRcvdGreaterThan100KCnt
Fundraising$177,830FundraisingAmt
Government Grants$5,194,100GovernmentGrantsAmt
All Other Contributions$3,151,775AllOtherContributionsAmt
Noncash Contributions$56,430NoncashContributionsAmt
Total Contributions$8,523,705TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Tuition & Fees611310$458,229,960$458,229,960
Clinical Revenue621400$29,056,535$29,056,535
Student Housing721310$5,128,838$5,128,838
Continuing Medical Education Revenue611430$283,828$283,828

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$492,699,161TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$47,757,681TotalRevenueColumnAmt
Unrelated Business Revenue$78,999UnrelatedBusinessRevenueAmt
Exclusion$47,678,682ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$409,913TotalRevenueColumnAmt
Exclusion$409,913ExclusionAmt

Rental Income Or Loss RentalIncomeOrLossGrp

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

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,469,194,172SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,464,562,856SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$4,631,316SecuritiesAmt
Other$0OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,631,316TotalRevenueColumnAmt
Exclusion$4,631,316ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$32,026FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$177,830ContriRptFundraisingEventAmt
Fundraising Direct Expenses$90,620FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$58,594TotalRevenueColumnAmt
Exclusion-$58,594ExclusionAmt
FieldValueIRS element (for citing)
Gaming Gross Income$20,614GamingGrossIncomeAmt
Gaming Direct Expenses$13,160GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,454TotalRevenueColumnAmt
Exclusion$7,454ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$97,658GrossSalesOfInventoryAmt
Cost Of Goods Sold$97,918CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column-$260TotalRevenueColumnAmt
Exclusion-$260ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtExclusionExclusionAmt
Student Loan Interest561499$698,261$698,261
Co-Funded Faculty561499$233,400$233,400
Campus Rental531120$163,200$163,200

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$607,640TotalRevenueColumnAmt
Related Or Exempt Func Income$159,310RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$448,330ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$1,702,501OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$555,672,877TotalRevenueColumnAmt
Related Or Exempt Func Income$493,790,132RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$78,999UnrelatedBusinessRevenueAmt
Exclusion$53,280,041ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$84,845TotalAmt
Program Services$84,845ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$8,695,599TotalAmt
Program Services$8,695,599ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$10,300,047TotalAmt
Program Services$4,268,364ProgramServicesAmt
Management And General$6,031,683ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$208,238,779TotalAmt
Program Services$200,598,681ProgramServicesAmt
Management And General$7,204,484ManagementAndGeneralAmt
Fundraising$435,614FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$17,857,920TotalAmt
Program Services$16,879,353ProgramServicesAmt
Management And General$947,391ManagementAndGeneralAmt
Fundraising$31,176FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$30,929,600TotalAmt
Program Services$29,435,983ProgramServicesAmt
Management And General$1,446,023ManagementAndGeneralAmt
Fundraising$47,594FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$14,119,891TotalAmt
Program Services$13,252,122ProgramServicesAmt
Management And General$840,120ManagementAndGeneralAmt
Fundraising$27,649FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$1,556,399TotalAmt
Program Services$919,651ProgramServicesAmt
Management And General$636,748ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$681,340TotalAmt
Program Services$68,134ProgramServicesAmt
Management And General$613,206ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$122,813TotalAmt
Management And General$122,813ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$2,575,155TotalAmt
Program Services$257,516ProgramServicesAmt
Management And General$2,317,639ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$17,545,363TotalAmt
Program Services$15,106,803ProgramServicesAmt
Management And General$2,114,212ManagementAndGeneralAmt
Fundraising$324,348FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,569,726TotalAmt
Program Services$1,080,976ProgramServicesAmt
Management And General$319,799ManagementAndGeneralAmt
Fundraising$168,951FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$23,927,979TotalAmt
Program Services$22,261,660ProgramServicesAmt
Management And General$1,622,859ManagementAndGeneralAmt
Fundraising$43,460FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$5,376,170TotalAmt
Program Services$5,258,907ProgramServicesAmt
Management And General$117,150ManagementAndGeneralAmt
Fundraising$113FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$8,675,554TotalAmt
Program Services$8,243,921ProgramServicesAmt
Management And General$431,633ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,582,931TotalAmt
Program Services$1,378,928ProgramServicesAmt
Management And General$199,825ManagementAndGeneralAmt
Fundraising$4,178FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,770,136TotalAmt
Program Services$1,738,742ProgramServicesAmt
Management And General$30,293ManagementAndGeneralAmt
Fundraising$1,101FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$2,070,826TotalAmt
Program Services$2,026,813ProgramServicesAmt
Management And General$44,013ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$44,325,699TotalAmt
Program Services$43,379,986ProgramServicesAmt
Management And General$945,713ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$3,860,854TotalAmt
Program Services$2,173,693ProgramServicesAmt
Management And General$1,682,061ManagementAndGeneralAmt
Fundraising$5,100FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Clinical Faculty Services$9,372,997$9,372,997
Student Housing Expense$5,668,662$5,668,662
Books & Periodicals$2,799,863$2,799,252$598$13
Education Expense$2,571,533$2,565,171$6,362

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$14,507,175TotalAmt
Program Services$12,410,864ProgramServicesAmt
Management And General$1,911,260ManagementAndGeneralAmt
Fundraising$185,051FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$440,787,856TotalAmt
Program Services$409,927,623ProgramServicesAmt
Management And General$29,585,885ManagementAndGeneralAmt
Fundraising$1,274,348FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$28,277,783BOYAmt
EOY$16,895,671EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,572,858BOYAmt
EOY$2,069,489EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$7,664,226BOYAmt
EOY$7,739,541EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$1,755,622BOYAmt
EOY$1,761,862EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$7,418,755BOYAmt
EOY$10,991,470EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,454,936,726LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$607,046,086LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$788,449,037BOYAmt
EOY$847,890,640EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$1,089,253,203BOYAmt
EOY$1,130,075,931EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$103,859,013BOYAmt
EOY$134,074,955EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$25,501,555BOYAmt
EOY$24,328,775EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$36,109,075BOYAmt
EOY$59,585,674EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,090,861,127BOYAmt
EOY$2,235,414,008EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$61,911,542BOYAmt
EOY$71,504,602EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$1,174,632BOYAmt
EOY$1,385,523EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$51,003,513BOYAmt
EOY$51,073,767EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$119,176,621BOYAmt
EOY$108,833,607EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$45,874,665BOYAmt
EOY$36,966,769EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$279,140,973BOYAmt
EOY$269,764,268EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,778,154,061BOYAmt
EOY$1,930,448,331EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$33,566,093BOYAmt
EOY$35,201,409EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,811,720,154BOYAmt
EOY$1,965,649,740EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,090,861,127BOYAmt
EOY$2,235,414,008EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$114,885,021ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$35,950,053NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$3,094,512OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (true)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

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

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
VolunteersYes (true)VolunteersInd
Paid Staff Or ManagementfalsePaidStaffOrManagementInd
Media AdvertisementsfalseMediaAdvertisementsInd
Mailings MembersfalseMailingsMembersInd
Publications Or BroadcastfalsePublicationsOrBroadcastInd
Grants Other OrganizationsfalseGrantsOtherOrganizationsInd
Direct Contact LegislatorsYes (true)DirectContactLegislatorsInd
Direct Contact Legislators$2,000DirectContactLegislatorsAmt
Rallies DemonstrationsfalseRalliesDemonstrationsInd
Other ActivitiesYes (true)OtherActivitiesInd
Other Activities$120,813OtherActivitiesAmt
Total Lobbying Expenditures$122,813TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITYFormAndLineReferenceDesc
ExplanationSCHEDULE C, PART II-B, LINE 1A MIDWESTERN UNIVERSITY STUDENTS ATTEND NATIONAL DO DAY ON CAPITOL HILL REPRESENTING THEIR PROFESSION. DOCTORS OF OSTEOPATHIC MEDICINE, DO'S EDUCATE MEMBERS OF CONGRESS AND THEIR STAFF ABOUT OSTEOPATHIC MEDICINE AND COMMUNICATE THEIR POSITIONS ON IMPORTANT HEALTH POLICY ISSUES WHERE APPROPRIATE. SCHEDULE C, PART II-B, LINE 1G IN THE ORDINARY COURSE OF ITS BUSINESS, THE UNIVERSITY MAY HAVE DIRECT CONTACT WITH LEGISLATORS, THEIR STAFFS, GOVERNMENT OFFICIALS OR A LEGISLATIVE BODY ON A VARIETY OF LEGISLATIVE MATTERS DIRECTLY RELATED TO AND AFFECTING THE UNIVERSITY'S OPERATIONS and EDUCATIONAL PURPOSES. SCHEDULE C, PART II-B, LINE 1I THE UNIVERSITY ENGAGES TWO PART-TIME THIRD-PARTY LOBBYISTS IN ORDER TO MONITOR LEGISLATIVE MATTERS RELATED TO THE UNIVERSITY'S OPERATIONS AND EDUCATIONAL PURPOSE. THE AMOUNTS INCLUDED IN PART II-B, LINE 1I ARE RELATED DIRECTLY TO SUCH PURPOSES.ExplanationTxt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Agent Trustee EtcfalseAgentTrusteeEtcInd
Incl Escrow Custodial Acct LiabfalseInclEscrowCustodialAcctLiabInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$33,566,093BeginningYearBalanceAmt
Contributions$2,686,772ContributionsAmt
Investment Earnings Or Losses$1,457,804InvestmentEarningsOrLossesAmt
Grants Or Scholarships$2,036,721GrantsOrScholarshipsAmt
Other Expenditures$186,637OtherExpendituresAmt
Administrative Expenses$285,902AdministrativeExpensesAmt
End Year Balance$35,201,409EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$32,071,746BeginningYearBalanceAmt
Contributions$2,077,552ContributionsAmt
Investment Earnings Or Losses$1,420,726InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,623,247GrantsOrScholarshipsAmt
Other Expenditures$178,579OtherExpendituresAmt
Administrative Expenses$202,105AdministrativeExpensesAmt
End Year Balance$33,566,093EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$29,015,923BeginningYearBalanceAmt
Contributions$3,823,557ContributionsAmt
Investment Earnings Or Losses$1,226,315InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,485,485GrantsOrScholarshipsAmt
Other Expenditures$206,201OtherExpendituresAmt
Administrative Expenses$302,363AdministrativeExpensesAmt
End Year Balance$32,071,746EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$19,820,657BeginningYearBalanceAmt
Contributions$10,192,308ContributionsAmt
Investment Earnings Or Losses$710,553InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,238,698GrantsOrScholarshipsAmt
Other Expenditures$228,744OtherExpendituresAmt
Administrative Expenses$240,153AdministrativeExpensesAmt
End Year Balance$29,015,923EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$18,335,602BeginningYearBalanceAmt
Contributions$2,407,653ContributionsAmt
Investment Earnings Or Losses$667,946InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,268,598GrantsOrScholarshipsAmt
Other Expenditures$219,790OtherExpendituresAmt
Administrative Expenses$102,156AdministrativeExpensesAmt
End Year Balance$19,820,657EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.0BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.312PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.688TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$57,982,044OtherCostOrOtherBasisAmt
Book Value$57,982,044BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,035,868,952OtherCostOrOtherBasisAmt
Depreciation$433,328,181DepreciationAmt
Book Value$602,540,771BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$224,071,317OtherCostOrOtherBasisAmt
Depreciation$173,717,905DepreciationAmt
Book Value$50,353,412BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$137,014,413OtherCostOrOtherBasisAmt
Book Value$137,014,413BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$847,890,640TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (3 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
Closely-held equity interests
Financial derivatives
Alternative Investments$134,074,955F
FieldValueIRS element (for citing)
Total Book Value Securities$134,074,955TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (10 entries)

DescDescAmtAmt
Federal Income Taxes
Other Current Liabilities$7,469,491
Refundable Federal Student Loans$12,522,459
Medical Professional Liab$5,042,760
Other Long Term Liabilities$430,990
Interest Rate Protection Agreement$637,586
Profess Liab Tail Cover$4,056,709
Retiree Benefits$4,183,935
Lease Obligation$2,522,320
Building Lease Liability$100,519
FieldValueIRS element (for citing)
Total Liability$36,966,769TotalLiabilityAmt
Other Revenue$0OtherRevenueAmt
Revenue Not Reported$0RevenueNotReportedAmt
Revenue Subtotal$0RevenueSubtotalAmt
Other Revenues Not Included$0OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$0TotalRevenuePerForm990Amt
Other Expenses Included$0OtherExpensesIncludedAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$0ExpensesSubtotalAmt
Other Expenses Not Included$0OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$0TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule D, Part V, Line 4 Intended uses of endowment fundsFormAndLineReferenceDesc
ExplanationRESTRICTED ENDOWMENT FUNDS ARE USED BASED ON DONOR INTENT. THE UNIVERSITY HAS NOT RELIED ON ENDOWMENT SPENDING TO SUPPORT OPERATIONS OR STUDENT SCHOLARSHIPS.ExplanationTxt

Schedule E IRS990ScheduleE

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

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICYMIDWESTERN UNIVERSITY MAINTAINS NONDISCRIMINATORY POLICIES FOR ALL STUDENTS REGARDLESS OF RACE, COLOR, GENDER, GENDER IDENTITY, GENETIC INFORMATION, SEX, SEXUAL ORIENTATION, RELIGION, NATIONAL ORIGIN, ETHNIC ORIGIN, DISABILITY, STATUS AS A VETERAN, MARITAL STATUS, PREGNANCY STATUS, OR AGE. THE NONDISCRIMINATORY POLICIES ARE PUBLISHED IN THE FOLLOWING: 1) THE AACOMAS (AMERICAN ASSOCIATION OF COLLEGES OF OSTEOPATHIC MEDICINE) 2) STUDENT HANDBOOK 3) COURSE CATALOG 4) WEB PAGE
Schedule E, Part I, Line 6(a) FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENTMIDWESTERN UNIVERSITY RECEIVED FEDERAL RESEARCH AWARDS AND PARTICIPATES IN FEDERAL LOAN PROGRAMS.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
Central America and the Caribbean00InvestmentsN/A$82,311,819
North America (Canada & Mexico only)00InvestmentsN/A$2,031,689
Europe (Including Iceland and Greenland)00InvestmentsN/A$5,254,738
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$89,598,246SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$89,598,246TotalSpentAmt
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (true)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (true)ForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule F, Part I, Line 3 Method used to account for expenditures on org's financial statementsFormAndLineReferenceDesc
ExplanationCENTRAL AMERICA AND THE CARIBBEAN-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; NORTH AMERICA (CANADA & MEXICO ONLY)-AccrualExplanationTxt

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1Bright LightsEvent1Nm
Gross Receipts Event1$82,100GrossReceiptsEvent1Amt
Charitable Contri Event1$67,500CharitableContriEvent1Amt
Gross Revenue Event1$14,600GrossRevenueEvent1Amt
Non Cash Prizes Event1$93NonCashPrizesEvent1Amt
Rent Facility Costs Event1$13,457RentFacilityCostsEvent1Amt
Food And Beverage Event1$3,792FoodAndBeverageEvent1Amt
Entertainment Event1$11,730EntertainmentEvent1Amt
Other Direct Expenses Event1$4,357OtherDirectExpensesEvent1Amt
Event2Downers Grove Golf OutingEvent2Nm
Gross Receipts Event2$79,180GrossReceiptsEvent2Amt
Charitable Contri Event2$70,210CharitableContriEvent2Amt
Gross Revenue Event2$8,970GrossRevenueEvent2Amt
Non Cash Prizes Event2$5,272NonCashPrizesEvent2Amt
Rent Facility Costs Event2$9,240RentFacilityCostsEvent2Amt
Food And Beverage Event2$12,988FoodAndBeverageEvent2Amt
Other Direct Expenses Event2$2,859OtherDirectExpensesEvent2Amt
Other Events Total1OtherEventsTotalCnt
Gross Receipts Other Events$48,576GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$40,120CharitableContriOtherEventsAmt
Gross Revenue Other Events$8,456GrossRevenueOtherEventsAmt
Non Cash Prizes Other Events$4,161NonCashPrizesOtherEventsAmt
Rent Fclty Costs Other Events$6,923RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events$11,478FoodAndBeverageOtherEventsAmt
Oth Direct Expnss Other Events$4,270OthDirectExpnssOtherEventsAmt
Gross Receipts Total$209,856GrossReceiptsTotalAmt
Charitable Contributions Tot$177,830CharitableContributionsTotAmt
Gross Revenue Total Events$32,026GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$9,526NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$29,620RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$28,258FoodAndBeverageTotalEventsAmt
Entertainment Total Events$11,730EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$11,486OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$90,620DirectExpenseSummaryEventsAmt
Net Income Summary-$58,594NetIncomeSummaryAmt

Gaming Information GamingInformationGrp

FieldValueIRS element (for citing)
Volunteer Labor Bingo0VolunteerLaborBingoPct
Volunteer Labor Pull Tabs0VolunteerLaborPullTabsPct
Gross Revenue Other Gaming$20,614GrossRevenueOtherGamingAmt
Non Cash Prizes Other Gaming$13,160NonCashPrizesOtherGamingAmt
Volunteer Labor Other GamingfalseVolunteerLaborOtherGamingInd
Volunteer Labor Other Gaming0VolunteerLaborOtherGamingPct
Gross Revenue Total Gaming$20,614GrossRevenueTotalGamingAmt
Non Cash Prizes Total Gaming$13,160NonCashPrizesTotalGamingAmt
FieldValueIRS element (for citing)
States Where Gaming ConductedILStatesWhereGamingConductedCd
States Where Gaming ConductedAZStatesWhereGamingConductedCd
LicensedYes (true)LicensedInd
License Suspended EtcfalseLicenseSuspendedEtcInd
Gaming With NonmembersYes (true)GamingWithNonmembersInd
Member Of Other EntityfalseMemberOfOtherEntityInd
Gaming Own Facility0.0GamingOwnFacilityPct
Gaming Other Facility1.0GamingOtherFacilityPct
Individual With BooksJessica ProgarIndividualWithBooksNm

Persons With Books US Address PersonsWithBooksUSAddress

FieldValueIRS element (for citing)
Address Line1555 31st StreetAddressLine1Txt
CityDowners GroveCityNm
State AbbreviationILStateAbbreviationCd
ZIP60515ZIPCd
FieldValueIRS element (for citing)
Cntrct With3rd Prty For Game RevfalseCntrctWith3rdPrtyForGameRevInd

Gaming Manager Business Name GamingManagerBusinessName

FieldValueIRS element (for citing)
Business Name Line1Michael GorslineBusinessNameLine1Txt
FieldValueIRS element (for citing)
Gaming Manager Compensation$2,884GamingManagerCompensationAmt
Gaming Manager Services ProvThe organization conducts a raffle as part of its annual golf outing. A portion of the employee's annual salary is reported on Line 16 as the employee is not separately compensated for his oversight of any gaming activities. Services include managing the selling of Raffle Tickets and Bogie Buster Packages as well as recruiting donations of Raffle Prizes.GamingManagerServicesProvTxt
Gaming Manager Is EmployeeYes (X)GamingManagerIsEmployeeInd

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
Indian American Medical Association Il Charitable Foundation Inc
2645 W Peterson AveChicagoIL60659363910201501(c)(3)$20,000annual donation
Health and Medicine Policy Research Group
29 E Madison StChicagoIL60602363143826501(c)(3)$7,500Schweitzer donation
Arizona Veterans Research and Education Foundation
650 E Indian School RdPhoenixAZ85012860907729501(c)(3)$35,000educational support
Islamic Center of Naperville
2844 W Ogden AveNapervilleIL60540363784891501(c)(3)$10,000annual donation
FieldValueIRS element (for citing)
Total501c3 Org4Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
STUDENT SCHOLARSHIPS, AWARDS, & GRANTS124$615,739
STUDENT NEED-BASED SCHOLARSHIPS907$7,936,783
STUDENT LOAN FORGIVENESS6$143,077

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule I, Part III, Column (a) LINE 3: TYPE OF GRANTSTUDENT LOAN FORGIVENESS - MIDWESTERN UNIVERSITY FROM TIME TO TIME FORGIVES THE LOANS OF FORMER STUDENTS DUE TO BANKRUPTCY, DEATH AND/OR DISABILITY.
Schedule I, Part I, Line 2 Procedures for monitoring use of grant fundsMIDWESTERN UNIVERSITY AWARDS ITS INSTITUTIONAL SCHOLARSHIPS TO QUALIFIED STUDENTS BASED ON FINANCIAL NEED, ACADEMIC ACHIEVEMENT, AND COMMUNITY SERVICE. EACH SCHOLARSHIP PROGRAM HAS DIFFERENT ELIGIBILITY REQUIREMENTS, APPLICATION DEADLINES AND SEPARATE APPLICATION PROCEDURES. APPLICATIONS FOR THESE SCHOLARSHIPS ARE ACCEPTED THROUGHOUT THE YEAR. SCHOLARSHIP AWARDS CAN RANGE FROM A FEW HUNDRED DOLLARS TO SEVERAL THOUSAND DOLLARS. ONCE THE SCHOLARSHIP RECIPIENT HAS BEEN SELECTED AND THE SCHOLARSHIP AWARD DETERMINED, THE OFFICE OF STUDENT FINANCIAL SERVICES IS NOTIFIED BY THE SCHOLARSHIP COMMITTEE OR DEPARTMENT. THE SCHOLARSHIP AWARD IS CREDITED TO THE STUDENT'S ACCOUNT. THE UNIVERSITY HAS WRITTEN POLICIES AND PROCEDURES AND MAINTAINS RECORDS FOR GRANT AND SCHOLARSHIPS AWARDED TO ITS STUDENTS.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
First Class Or Charter TravelYes (X)FirstClassOrCharterTravelInd
Idemnification Gross Up PmtsYes (X)IdemnificationGrossUpPmtsInd
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentYes (true)SeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (18 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
JOSHUA C BAKER OD MS
SVP & Chief Academic Officer / Interim President, CEO, & Trustee (beg May 2025)$563,224$0$242,275$0$92,390$0$34,500$0$34,592$0$966,981$0$0$0
KATHLEEN H GOEPPINGER PHD
PRESIDENT, CEO, TRUSTEE retired May 19, 2025$971,781$0$696,468$0$246,602$0$34,500$0$18,831$0$1,968,182$0$0$0
MARY LEE PHARM D
VICE PRESIDENT, ASSISTANT TO THE PRESIDENT$283,970$0$0$0$38,077$0$28,479$0$15,170$0$365,696$0$0$0
ANGELA MARTY MA PHR
SR. VICE PRESIDENT ADMINISTRATION AND COMMUNICATIONS$400,473$0$176,748$0$125,225$0$34,500$0$34,273$0$771,219$0$0$0
BARBARA L MCCLOUD ESQ
VICE PRESIDENT & GENERAL COUNSEL - Ending September 16, 2024$344,833$0$75,306$0$733,769$0$34,500$0$15,006$0$1,203,414$0$0$0
MATTHEW J SWEENEY CPA
ASSISTANT TREASURER, CFO, VICE PRESIDENT$449,939$0$243,084$0$43,827$0$34,500$0$34,966$0$806,316$0$0$0
GREGORY L O'COYNE CPA
VICE PRESIDENT, FINANCE$347,142$0$124,089$0$16,531$0$34,500$0$33,814$0$556,076$0$0$0
DANIEL TAPIA EdD
VICE PRESIDENT OF OPERATIONS$403,605$0$145,027$0$31,784$0$34,500$0$34,686$0$649,602$0$0$0
AMY GIBSON MS PHR SHRM-SCP
VICE PRESIDENT, HUMAN RESOURCES GANIZATIONAL DEVELOPMENT$380,112$0$124,192$0$21,849$0$34,500$0$4,689$0$565,342$0$0$0
KAILA M DOUGHERTY OD FAAO
VICE PRESIDENT, CLINIC OPERATIONS$395,655$0$130,557$0$28,012$0$34,500$0$34,560$0$623,284$0$0$0
YIR GLORIA YUEH PHD
VICE PRESIDENT, CHIEF ACADEMIC OFFICER$458,210$0$113,613$0$44,183$0$34,500$0$34,918$0$685,424$0$0$0
VICTORIA B FRANKS MAdm
VICE PRESIDENT, MULTICULTURAL AFFAIRS AND COMMUNITY OUTREACH$273,114$0$40,664$0$5,816$0$28,112$0$33,577$0$381,283$0$0$0
MANUEL CAIRO ESQ
VICE PRESIDENT AND GENERAL COUNSEL BEGINNING MARCH 9, 2025$387,191$0$0$0$1,399$0$34,500$0$33,275$0$456,365$0$0$0
THOMAS A BOYLE DO
DEAN OF MEDICINE - IL$416,128$0$91,185$0$63,577$0$34,500$0$33,230$0$638,620$0$0$0
LORI A KEMPER DO
DEAN OF MEDICINE - AZ$423,035$0$98,998$0$63,212$0$34,500$0$33,294$0$653,039$0$0$0
HAROLD J HAERING DMD
DEAN, COLLEGE OF DENTAL MEDICINE - ILLINOIS$410,270$0$81,743$0$69,424$0$34,500$0$33,176$0$629,113$0$0$0
KEVIN MCCORMICK
Director of Construction - Ending June 10, 2024$170,299$0$0$0$464,910$0$24,435$0$13,110$0$672,754$0$0$0
Melissa A Suckow
Dean of Optometry - Ending October 28, 2024$251,704$0$40,323$0$361,313$0$30,847$0$31,252$0$715,439$0$0$0

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule J, Part I, Line 1a First-class or charter travelTHE UNIVERSITY ALLOWS FOR FIRST CLASS TRAVEL FOR ITS President/CEO, SR VP/CFO, SR VP/CAO, AND THE SR. VP OF ADMINISTRATION AND COMMUNICATIONS AND ALLOWS FOR OTHER KEY EMPLOYEES WITH RESPONSIBILITIES ON BOTH CAMPUSES TO PURCHASE FIRST CLASS UPGRADES. FIRST CLASS TRAVEL IS NOT CONSIDERED COMPENSATION.
Schedule J, Part I, Line 1a Tax indemnification and gross-up paymentsTHE UNIVERSITY PROVIDES CERTAIN OFFICERS AND EMPLOYEES WITH TAX GROSS UP PAYMENTS. FOR ONE EMPLOYEE, THE UNIVERSITY PROVIDES A TAX GROSS UP ON CAR ALLOWANCES. THE UNIVERSITY ALSO PROVIDES A CURRENT PAYMENT IN LIEU OF A CONTRIBUTION TO ITS QUALIFIED RETIREMENT PLAN TO EMPLOYEES WHOSE COMPENSATION EXCEEDS CODE LIMITS ON CONTRIBUTIONS TO THE QUALIFIED PLANS. GROSS UPS ARE PAID ON SUCH PAYMENTS TO ACCOUNT FOR THE FACT THAT SUCH PAYMENTS ARE NOT SUBJECT TO DEFERRAL AND OTHER TAX BENEFITS ASSOCIATED WITH QUALIFIED RETIREMENT PLANS. THE UNIVERSITY PROVIDES TUITION ASSISTANCE TO ALL LEVELS OF EMPLOYEES WHOSE DEPENDENTS ATTEND THE UNIVERSITY. THIS BENEFIT IS TAXABLE AND INCLUDES A TAX GROSS UP PAYMENT. LISTED ON SCHEDULE J PART II, RECIPIENTS WHO RECEIVED THE BENEFIT: ANGELA MARTY MS, SR. VP ADMINISTRATION AND COMMUNICATIONS $40,786
Schedule J, Part I, Line 1a Health or social club dues or initiation feesIN 2016, THE UNIVERSITY PAID SOCIAL/COUNTRY CLUB DUES FOR THE CEO, DR. KATHLEEN GOEPPINGER, AS PROVIDED FOR IN THE CEO'S EMPLOYMENT CONTRACT. THE SOCIAL CLUB DUES PAID IN 2016 COVERED A MULTI-YEAR MEMBERSHIP. THE CLUB IS USED FOR BUSINESS PURPOSES ONLY AND IS THEREFORE NOT TAXABLE TO THE INDIVIDUAL. THE UNIVERSITY PAID ADMIRAL CLUB DUES FOR CERTAIN OFFICERS AND EMPLOYEES WHO TRAVEL BETWEEN GLENDALE, ARIZONA AND DOWNERS GROVE, ILLINOIS. LISTED ON SCHEDULE J, PART II, RECIPIENTS WHO RECEIVED THE BENEFIT: KAILA M DOUGHERTY, VICE PRESIDENT, CLINIC OPERATIONS $725AMY GIBSON, VICE PRESIDENT, HUMAN RESOURCES AND ORGANIZATIONAL DEVELOPMENT $595 VICTORIA B FRANKS, VICE PRESIDENT, MULTICULTURAL AFFAIRS AND COMMUNITY OUTREACH $775 ANGELA MARTY, SENIOR VP, ADMINISTRATION AND COMMUNICATIONS $595 BARBARA L. MCCLOUD ESQ, VP & GENERAL COUNSEL $700 GREGORY O'COYNE, VICE PRESIDENT FINANCE $595 MATTHEW J SWEENEY, ASSISTANT TREASURER/CFO/SENIOR VP $700 DANIEL TAPIA, VICE PRESIDENT OF OPERATIONS $750 YIR GLORIA YUEH, VICE PRESIDENT AND CHIEF ACADEMIC OFFICER $595
Schedule J, Part I, Line 4a Severance or change-of-control paymentSEVERANCE PAYMENTS MADE IN CALENDAR YEAR 2024 BARBARA L. MCCLOUD ESQ, VP & GENERAL COUNSEL $576,415 MELISSA SUCKOW, DEAN, CHICAGO COLLEGE OF OPTOMETRY $278,165 KEVIN MCCORMICK, DIRECTOR OF CONSTRUCTION $393,597
Schedule J, Part I, Line 7 DETERMINATION OF BONUS & INCENTIVE COMPENSATIONLISTED OFFICERS AND DEANS CAN RECEIVE AT-RISK COMPENSATION WHICH IS A PERCENTAGE OF THEIR BASE COMPENSATION AS ADDITIONAL COMPENSATION, BASED UPON ATTAINMENT OF VARIOUS PREDETERMINED PERFORMANCE RELATED GOALS FOR THE INDIVIDUALS INVOLVED, ALL AS REFLECTED IN COMPREHENSIVE WRITTEN PERFORMANCE APPRAISALS, AND AT RISK INCENTIVE GOALS.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
GLENDALE AZ IDA SERIES 2013 BONDS
A5217674540000000002013-11-13$106,430,000SEE SCHEDULE K, PART VIfalsefalsefalse
GLENDALE AZ IDA SERIES 2020 BONDS
B521767454378286KP22020-03-25$54,577,881SEE SCHEDULE K PART VIfalsefalsefalse
GLENDALE AZ IDA SERIES 2022 BONDS
C521767454378286LE62022-03-24$29,049,366SEE SCHEDULE K PART VIfalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$49,920,000$0$106,430,000$0$0$0$0$0$0$30,000,000$76,430,000$02013Yes (true)falseYes (true)Yes (true)
B$17,710,000$0$55,237,330$5,229,880$0$0$0$0$0$49,490,087$517,363$02020Yes (true)falseYes (true)Yes (true)
C$13,744,366$0$29,049,366$0$0$0$0$0$0$0$29,049,366$02022Yes (true)falseYes (true)Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndEngage Bond Counsel ResearchEngageBondCounselResearchIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndChange In Use Bond Financed PropChangeInUseBondFinancedPropPctRemedial Action TakenRemedialActionTakenIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
AfalsefalseYes (true)Yes (true)Yes (true)Yes (true)0.00.00.0falsefalse0falseYes (true)
BfalsefalseYes (true)Yes (true)Yes (true)Yes (true)0.00.00.0falsefalse0falseYes (true)
CfalsefalseYes (true)Yes (true)Yes (true)Yes (true)0.00.00.0falsefalse0falseYes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndTerm Of HedgeTermOfHedgePctSuperintegrated HedgeSuperintegratedHedgeIndHedge TerminatedHedgeTerminatedIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndTerm Of GICTermOfGICPctRegulatory Safe Harbor StsfdRegulatorySafeHarborStsfdIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
(no name)
AfalsefalsefalseYes (true)Yes (true)false0falsefalsefalse0falsefalseYes (true)
ROYAL BANK OF CANADA
BYes (true)Yes (true)falsefalsefalseYes (true)3.2Yes (true)Yes (true)false0falsefalseYes (true)
Royal Bank of Canada
CfalseYes (true)Yes (true)Yes (true)falseYes (true)1.8falseYes (true)false0falsefalseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)

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

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule K, Part I, Column (f) Line A - Description of purposePROCEEDS FROM THE SALE OF THE BONDS WERE USED TO REIMBURSE FOR PROJECTS ASSOCIATED WITH THE PROGRAMS AND CAMPUS EXPANSIONS OF THE UNIVERSITY, AND THE PROCEEDS WERE ALSO USED TO REFUND THE REMAINING AMOUNT OF THE SERIES 2008 BONDS ISSUED ON MAY 15, 2008, AND THE SERIES 2011 BONDS ISSUED SEPTEMBER 28, 2011.
Schedule K, Part I, Column (f) Line B - Description of purposePROCEEDS FROM THE SALE OF THE BONDS WERE USED TO REFUND THE REMAINING AMOUNT OF THE SERIES 2010 BONDS ISSUED ON MAY 27, 2010.
Schedule K, Part I, Column (f) Line C - Description of purposePROCEEDS FROM THE SALE OF THE BONDS WERE USED TO REFUND THE REMAINING AMOUNT OF THE SERIES 2007 BONDS ISSUED ON APRIL 18, 2007.
Schedule K, Part II, Line 3 Total proceeds of issueTHE TOTAL AMOUNT OF BOND PROCEEDS IS DIFFERENT FROM THE BOND ISSUE PRICE REPORTED ON SCHEDULE K, PART I, COLUMN (E) BECAUSE OF THE ADDITION OF INVESTMENT EARNINGS.
Schedule K, Part III, Line 3b Bond counsel review of management or service contractsMIDWESTERN UNIVERSITY UTILIZES BOND COUNSEL TO REVIEW ANY MANAGEMENT OR SERVICE CONTRACTS RELATING TO THE BOND FINANCED PROPERTY.
Schedule K, Part III, Line 3c Private business useMIDWESTERN UNIVERSITY UTILIZES THE BOND-FINANCED FACILITIES TO CONDUCT RESEARCH SPONSORED BY CHARITABLE ORGANIZATIONS CREATED PURSUANT TO SECTION 501(C) (3) OF THE INTERNAL REVENUE CODE. TO OUR KNOWLEDGE, THIS RESEARCH FALLS WITHIN THE EXEMPT PURPOSES OF SUCH SPONSORS AND, ACCORDINGLY, WOULD NOT BE TREATED AS PRIVATE BUSINESS USE OF FINANCED PROPERTY.
Schedule K, Part III, Line 3d Bond counsel review of research agreementsMIDWESTERN UNIVERSITY UTILIZES BOND COUNSEL TO REVIEW ANY RESEARCH AGREEMENTS RELATING TO THE BOND FINANCED PROPERTY.
Schedule K, Part IV, Line 2c COLUMN AIssuer name: GLENDALE, AZ IDA SERIES 2013 BONDS The calculation for computing no rebate due was performed on 11/13/2025
Schedule K, Part IV, Line 2c COLUMN CIssuer name: GLENDALE, AZ IDA SERIES 2022 BONDS The calculation for computing no rebate due was performed on 03/25/2025

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CHANEN CONSTRUCTION COMPANY INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Relationship DescriptionSEE SCHEDULE L, PART VRelationshipDescriptionTxt
Transaction$71,280,647TransactionAmt
TransactionGENERAL CONTRACTINGTransactionDesc
Sharing Of RevenuesfalseSharingOfRevenuesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule L, Part IV INTERESTED PERSON: CHANEN CONSTRUCTION COMPANY, INC.FormAndLineReferenceDesc
ExplanationRELATIONSHIP: STEVEN R CHANEN IS THE PRESIDENT AND CHIEF EXECUTIVE OFFICER OF CHANEN CONSTRUCTION COMPANY, INC. AND A MEMBER OF THE BOARD OF TRUSTEES OF MIDWESTERN UNIVERSITY. CHANEN CONSTRUCTION COMPANY, INC. HAS PROVIDED GENERAL CONTRACTING SERVICES ON NUMEROUS MAJOR UNIVERSITY CONSTRUCTION PROJECTS OVER MANY YEARS. TRANSACTION: THE UNIVERSITY PAYS CHANEN CONSTRUCTION COMPANY, INC. AS THE GENERAL CONTRACTOR FOR UNIVERSITY CONSTRUCTION PROJECTS. THE AMOUNTS LISTED ON SCHEDULE L, COLUMN (C) THAT ARE REFERRED TO HERE ARE FOR THOSE SERVICES DURING THE TAXABLE YEAR. MR. CHANEN WAS ELECTED TO THE UNIVERSITY'S BOARD OF TRUSTEES AS OF JANUARY 16, 2015. UNDER THE UNIVERSITY'S CONFLICT OF INTEREST POLICY, MR. CHANEN DOES NOT PARTICIPATE IN THE APPROVAL BY THE BOARD OF TRUSTEES OF THE UNIVERSITY'S CONTRACTING AGREEMENTS WITH CHANEN CONSTRUCTION FOR ANY OF THE SERVICES PROVIDED BY CHANEN CONSTRUCTION. ARRANGEMENTS BETWEEN CHANEN CONSTRUCTION AND THE UNIVERSITY HAVE ALWAYS BEEN AND CONTINUE TO BE CONDUCTED ON AN ARMS LENGTH, FAIR MARKET VALUE BASIS.ExplanationTxt

Schedule M IRS990ScheduleM

Books And Publications BooksAndPublicationsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$4,440NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Food Inventory FoodInventoryGrp

FieldValueIRS element (for citing)
Contribution1ContributionCnt
Noncash Contributions Rpt F990$28,291NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Drugs And Medical Supplies DrugsAndMedicalSuppliesGrp

FieldValueIRS element (for citing)
Contribution1ContributionCnt
Noncash Contributions Rpt F990$3,654NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (5 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)RAFFLE PRIZES AT EVENTS49$13,160Market value
Yes (X)Horses3$6,000Market value
Yes (X)Whiteboard1$585Market value
Yes (X)Misc Chicago College of Medicine attire/letters/memorabilia1$100Market value
Yes (X)Stamps1$200Market value
FieldValueIRS element (for citing)
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule M, Part I Explanations of reporting method for number of contributionsFormAndLineReferenceDesc
ExplanationOther - RAFFLE PRIZES AT EVENTS The number of contributed items is the same as the number of items received. Other - Horses The University received three Horses donated for the Vet School. Books and publications - The University received 174 books or publications. Other - Whiteboard A Whiteboard was donated for student use. Other - Misc Chicago College of Medicine attire/letters/memorabilia The University received 1 contribution of attire/letters/memorabilia Other - Stamps The University received 1 contribution of stamps. Food inventory - PET FOOD Prescription Pet food was given to the University to use in the veterinary clinic.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (13 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part I, Line 6 NUMBER OF VOLUNTEERSNUMBER OF VOLUNTEERS CONSISTS PRIMARILY OF ADJUNCT/VOLUNTEER (UNCOMPENSATED) FACULTY PROVIDING TEACHING SERVICES FOR THE UNIVERSITY'S VARIOUS HEALTHCARE EDUCATIONAL SERVICES (2,861), AS WELL AS UNCOMPENSATED MEMBERS OF THE BOARD OF TRUSTEES (15).
Form 990, Part IV, Line 9 PART IV, LINE 9 AND SCHEDULE D, PART IVCREDIT COUNSELING, DEBT MANAGEMENT SERVICES THE UNIVERSITY ANSWERED "YES" AT FORM 990, PART IV, LINE 9, ONLY BECAUSE IT PROVIDES CREDIT COUNSELING, DEBT MANAGEMENT SERVICES TO ITS STUDENTS IN CONJUNCTION WITH ITS STUDENT LOAN/FINANCIAL AID PROGRAMS. SCHEDULE D, PART IV REQUESTS NO INFORMATION PERTAINING TO THESE SERVICES.
Form 990, Part VI, Line 13 WHISTLEBLOWER POLICYTHE UNIVERSITY BOARD OF TRUSTEES ANNUALLY APPROVE THE WRITTEN WHISTLEBLOWER POLICY THAT IS IN PLACE. THE UNIVERSITY HAS IMPLEMENTED POLICIES AND PROCEDURES ENCOURAGING EMPLOYEES TO COME FORWARD (WHETHER THROUGH AN OPEN DOOR POLICY OR A CONFIDENTIAL PHONE LINE IN THE PRESIDENT AND CEO OFFICES) WITH INFORMATION ON VARIOUS IMPROPER ACTIVITIES. THE POLICY SPECIFIES THAT THE INDIVIDUALS WILL BE PROTECTED FROM RETALIATION, IDENTIFIES STAFF AND MANAGEMENT PERSONNEL TO WHOM SUCH INFORMATION CAN BE REPORTED, AND ASSURES THAT SUCH INFORMATION WILL BE REVIEWED AND ACTED UPON BY MANAGEMENT AS APPROPRIATE.
Form 990, Part VI, Line 15 PROCESS TO ESTABLISH COMPENSATION OF OFFICERS & KEY EMPLOYEESFORM 990 PART VI LINES 15A AND 15B MIDWESTERN UNIVERSITY ADOPTED A COMPREHENSIVE EXECUTIVE COMPENSATION REVIEW SYSTEM IN 1995 AND HAS FOLLOWED THE POLICY THROUGHOUT THE YEARS. THE POLICIES AND PRACTICES HAVE ENSURED A CONSISTENT METHODOLOGY FOR ALL ACADEMIC DEANS AND OFFICERS OF THE UNIVERSITY AND THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES (THE "COMPENSATION COMMITTEE"). THE COMPENSATION COMMITTEE IS COMPOSED OF TRUSTEES WITHOUT A CONFLICT OF INTEREST WITH RESPECT TO COMPENSATION ARRANGEMENTS WHICH IT APPROVES. THE COMPENSATION COMMITTEE CHAIR ENGAGES AN OUTSIDE COMPENSATION CONSULTANT TO BENCHMARK THE SALARIES AND BENEFITS OF THE ADMINISTRATIVE PERSONNEL OF MIDWESTERN UNIVERSITY. MERIT INCREASES ARE AWARDED BASED ON COMPREHENSIVE WRITTEN PERFORMANCE APPRAISALS, EXTERNAL MARKET AND COMPARABILITY DATA AND INTERNAL EQUITY. THE COMPENSATION COMMITTEE REVIEWS ALL PERFORMANCE APPRAISAL FORMS, INCLUDING A COMPREHENSIVE REVIEW OF THE PERFORMANCE OF THE PRESIDENT, CHIEF EXECUTIVE OFFICER THAT IS DISTRIBUTED TO EVERY MEMBER OF THE BOARD OF TRUSTEES, AND COLLECTED AND EVALUATED BY THE CHAIRMAN OF THE BOARD. THE COMPENSATION COMMITTEE MEETS AT LEAST TWICE A YEAR. ONE MEETING IS HELD EXCLUSIVELY TO REVIEW THE PERTINENT DATA AND THE PRESIDENT'S PERFORMANCE AND MAY INCLUDE THE EXTERNAL CONSULTANT DURING THE MEETING. THE PRESIDENT IS NOT INCLUDED IN THIS MEETING. MINUTES OF ALL COMPENSATION COMMITTEE MEETINGS ARE WRITTEN AND MAINTAINED IN THE OFFICE OF THE PRESIDENT / CEO. BEGINNING IN FISCAL 2018 AND EVERY CONSECUTIVE YEAR, KORN FERRY HAY HAS BEEN ENGAGED TO COMPLETE A COMPREHENSIVE REVIEW OF BOTH TOTAL COMPENSATION AND EXECUTIVE BENEFITS OF ALL SENIOR ADMINISTRATORS OF MIDWESTERN UNIVERSITY. THEIR COMPLETE AND COMPREHENSIVE STUDY WAS PRESENTED TO THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES. THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES APPROVES THEIR ANALYSIS AND RECOMMENDATIONS. THIS IS AN ANNUAL PROCESS THAT HAS BEEN IN PLACE FOR THE PAST 30 YEARS.
Form 990, Part VI, Line 14 DOCUMENT RETENTION AND DESTRUCTION POLICYMIDWESTERN UNIVERSITY HAS A BOARD OF TRUSTEE APPROVED WRITTEN DOCUMENT RETENTION AND DESTRUCTION POLICY.
Form 990, Part VI, Line 1a Delegate broad authority to a committeeThe Executive Committee consists of the Chairperson of the Board of Trustees, the Vice Chairperson of the Board of Trustees, the Secretary, the Treasurer, and the President and CEO of the University. The duty of the Executive Committee is to transact the business of the Board of Trustees between meetings of the Board, but the designation of such committee and the delegation thereto of authority shall not operate to relieve the Board of Trustees, or any individual Trustee, of any responsibility imposed by law. All actions of the Executive Committee shall be deemed to be the actions of the Board of Trustees and shall be reported to the Board of Trustees at its next meeting. The Executive Committee shall be vested with and may in its discretion exercise the full powers, duties, responsibilities, and authority of the Board of Trustees except where prohibited by law.
Form 990, Part VI, Line 2 Family/business relationships amongst interested personsDaniel Tapia - Family relationship, Amy Gibson - Family relationship
Form 990, Part VI, Line 11b Review of form 990 by governing bodyTHE 990 IS PREPARED BY MANAGEMENT OF THE UNIVERSITY ALONG WITH THE ADVICE OF THE UNIVERSITY'S EXTERNAL AUDITORS, ATTORNEYS AND TAX ADVISORS. THE 990 IS THEN REVIEWED BY THE CEO AND CFO PRIOR TO providing TO THE BOARD OF TRUSTEES. THE 990 IS provided TO THE BOARD OF TRUSTEES FOR THEIR REVIEW AT THE FEBRUARY BOARD OF TRUSTEES MEETING PRIOR TO FILING.
Form 990, Part VI, Line 12c Conflict of interest policyMIDWESTERN UNIVERSITY HAS A WRITTEN CONFLICT OF INTEREST POLICY APPROVED BY THE BOARD OF TRUSTEES. FOR THE UNIVERSITY AND ALL OF ITS RELATED ORGANIZATIONS, ALL OFFICERS, TRUSTEES, EMPLOYEES AND ALL FACULTY AND STAFF ARE ANNUALLY REQUIRED TO COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE AND DISCLOSE ALL CONFLICTS OF INTEREST. QUESTIONNAIRES ARE RETURNED TO THE PRESIDENT OF THE UNIVERSITY, FOR REVIEW AND ANNUAL APPROVAL. A COMMITTEE OF THE BOARD OF TRUSTEES MEETS AS NECESSARY TO REVIEW AND RESOLVE ANY POTENTIAL CONFLICTS OF INTERESTS REPORTED ON THE QUESTIONNAIRES INVOLVING A TRUSTEE, OFFICER, OR CERTAIN EMPLOYEES. THE PRESIDENT, AS DESIGNEE OF THE BOARD COMMITTEE, REVIEWS AND RESOLVES MATTERS INVOLVING OTHER INDIVIDUALS WHO RECEIVE THE QUESTIONNAIRES. PROCEDURES FOR ADDRESSING ACTUAL OR POSSIBLE CONFLICTS ARE SET FORTH IN THE BOARD APPROVED CONFLICTS OF INTEREST POLICY STATEMENT. RECORDS OF ANY PROCEEDINGS ARE KEPT, AND ANNUAL REPORTS OF THE ACTIVITIES, REVIEWS AND RESOLUTIONS REGARDING CONFLICTS OF INTEREST ARE MADE TO THE BOARD OF TRUSTEES AND REVIEWED BY EXTERNAL AUDITORS.
Form 990, Part VI, Line 19 Required documents available to the publicMIDWESTERN UNIVERSITY'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT MADE AVAILABLE TO THE GENERAL PUBLIC. THE 990 IS AVAILABLE ON GUIDESTAR.COM, IRS.GOV AND ALSO AT EACH OF THE UNIVERSITY'S TWO CAMPUSES. THE FINANCIAL STATEMENTS AND PERTINENT OPERATING STATISTICS ARE AVAILABLE AT WWW.DACBOND.COM
Form 990, Part VIII, Line 11d Other Miscellaneous RevenueMiscellaneous Revenue - Total Revenue: 160937, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 160937; Credit card fee revenue share - Total Revenue: 152824, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 152824; Contract Service Revenue - Total Revenue: 72998, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 72998; Misc. Housing Fees - Total Revenue: 69096, Related or Exempt Function Revenue: 69096, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Misc Student Fees - Total Revenue: 63830, Related or Exempt Function Revenue: 63830, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Late Charges - Total Revenue: 40525, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 40525; Library Services - Total Revenue: 18184, Related or Exempt Function Revenue: 18184, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Alumni Association Dues - Total Revenue: 8200, Related or Exempt Function Revenue: 8200, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Parking Fines - Total Revenue: 6150, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 6150; Vending Machines Revenue - Total Revenue: 6073, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 6073; Copy Center Chgs Revenue - Total Revenue: 3976, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 3976; Fitness Program - Total Revenue: 3595, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 3595; Convenience Charge Revenue - Total Revenue: 1317, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 1317; Penalty Charges - Total Revenue: 145, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 145; Returned Check Fee - Total Revenue: -210, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: -210;
Form 990, Part XI, Line 9 Other changes in net assets or fund balancesChange in Unrealized Gain on interest rate protection agreements - 4288321; Net asset transfer (to) from affiliates - -1165670; NonCash Contributions - -28139; Total - 3094512;
Schedule F, Part I, Line 3 METHOD USED TO ACCOUNT FOR EXPENDITURES ON ORG'S FINANCIAL STATEMENTSCENTRAL AMERICA AND THE CARIBBEAN: OTHER, THE UNIVERSITY'S INVESTMENTS IN THE REGION ARE IN LIMITED PARTNERSHIPS LOCATED IN THE CAYMAN ISLANDS THAT ARE TREATED FOR TAX PURPOSES AS FOREIGN CORPORATIONS. EXPENDITURES ARE REPORTED ON THE FINANCIAL STATEMENTS USING THE ACCRUAL METHOD OF ACCOUNTING. EXPENDITURES ARE REPORTED ON THE FINANCIAL STATEMENTS IN THE YEAR PAID. INVESTMENTS ARE REPORTED AT FAIR VALUE AS OF THE FISCAL YEAR END.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
MIDWESTERN UNIVERSITY FOUNDATION
555 31ST STREETDOWNERS GROVEIL60515363955804SUPPORT MWUIL501(c)(3)10MWUYes (true)
MIDWESTERN UNIVERSITY HOSP & MED CTRS
555 31ST STREETDOWNERS GROVEIL60515362166999INACTIVEIL501(c)(3)3MWUYes (true)
MIDWESTERN UNIVERSITY PROPERTIES CORP
555 31ST STREETDOWNERS GROVEIL60515363377699TITLE HOLDINGIL501(c)(2)MWUYes (true)

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1OSTEOPATHIC MANAGEMENT ENTERPRISES INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1555 31ST STREETAddressLine1Txt
CityDOWNERS GROVECityNm
State AbbreviationILStateAbbreviationCd
ZIP60515ZIPCd
FieldValueIRS element (for citing)
EIN363483456EIN
Primary ActivitiesINACTIVEPrimaryActivitiesTxt
Legal Domicile StateILLegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1MWUBusinessNameLine1Txt
FieldValueIRS element (for citing)
Entity TypeC CorporationEntityTypeTxt
Share Of Total Income$0ShareOfTotalIncomeAmt
Share Of EOY Assets$0ShareOfEOYAssetsAmt
Ownership1OwnershipPct
Controlled OrganizationYes (true)ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (true)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (true)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (true)TransferToOtherOrgInd
Transfer From Other OrgYes (true)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (5 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
MIDWESTERN UNIVERSITY PROPERTIES CORP
R$228,474CASH
Midwestern University Foundation
P$240,669Cash
Midwestern University Foundation
R$25,860,642Accrual
Midwestern University Foundation
Q$50,121,908Accrual
Midwestern University Foundation
S$1,165,670Accrual