STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

MIDWESTERN UNIVERSITY: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
MIDWESTERN UNIVERSITY (EIN 36-3377698)
Tax period
2023-07-01 to 2024-06-30
Filed
2025-05-14
IRS object ID
202521349349312357
Schema version
2023v6.0
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)
Return2025-05-14T17:12:48+00:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

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 Begin2023-07-01TaxPeriodBeginDt

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)
PersonKATHLEEN GOEPPINGERPersonNm
Person TitlePRESIDENT AND CEOPersonTitleTxt
Phone6305157145PhoneNum
Signature2025-05-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJENNIFER BURKEPreparerPersonNm
PTINP01342224PTIN
Phone3128997000PhoneNum
Preparation2025-05-14PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

FieldValueIRS element (for citing)
Business Name Line1KATHLEEN H GOEPPINGER PHDBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1555 31ST STREETAddressLine1Txt
CityDOWNERS GROVECityNm
State AbbreviationILStateAbbreviationCd
ZIP60515ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,887,456,018GrossReceiptsAmt
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 Body16VotingMembersGoverningBodyCnt
Voting Members Independent14VotingMembersIndependentCnt
Total Employee4247TotalEmployeeCnt
Total Volunteers2876TotalVolunteersCnt
Total Gross UBI$75,633TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$8,137,080PYContributionsGrantsAmt
CY Contributions Grants$7,422,721CYContributionsGrantsAmt
PY Program Service Revenue$486,419,994PYProgramServiceRevenueAmt
CY Program Service Revenue$488,935,905CYProgramServiceRevenueAmt
PY Investment Income$22,069,324PYInvestmentIncomeAmt
CY Investment Income$39,562,726CYInvestmentIncomeAmt
PY Other Revenue$1,464,835PYOtherRevenueAmt
CY Other Revenue$1,579,176CYOtherRevenueAmt
PY Total Revenue$518,091,233PYTotalRevenueAmt
CY Total Revenue$537,500,528CYTotalRevenueAmt
PY Grants And Similar Paid$3,491,338PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$4,744,257CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$254,761,474PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$268,576,212CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$733,482CYTotalFundraisingExpenseAmt
PY Other Expenses$135,414,702PYOtherExpensesAmt
CY Other Expenses$149,439,309CYOtherExpensesAmt
PY Total Expenses$393,667,514PYTotalExpensesAmt
CY Total Expenses$422,759,778CYTotalExpensesAmt
PY Revenues Less Expenses$124,423,719PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$114,740,750CYRevenuesLessExpensesAmt
Total Assets BOY$1,942,110,046TotalAssetsBOYAmt
Total Assets EOY$2,090,861,127TotalAssetsEOYAmt
Total Liabilities BOY$280,112,630TotalLiabilitiesBOYAmt
Total Liabilities EOY$279,140,973TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,661,997,416NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,811,720,154NetAssetsOrFundBalancesEOYAmt
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$392,147,543ExpenseAmt
Grant$4,744,257GrantAmt
Revenue$490,088,996RevenueAmt
DescDESCRIPTION OF PROGRAM SERVICE ACCOMPLISHMENTS DURING THE FISCAL YEAR ENDED JUNE 30, 2024, MIDWESTERN UNIVERSITY PROVIDED HEALTH SCIENCES EDUCATION SERVICES TO APPROXIMATELY 6,470 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 $21,553,000 VALUE OF FREE CARE PROVIDED $1,891,000 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, 2024, MWU PATIENTS PAID $21,553,000 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, 2024, WERE $981,000 AT STATED PATIENT SERVICE CHARGES. HAD MWU CHARGED USUAL AND CUSTOMARY FEES, THE VALUE OF THE DISCOUNTS WOULD HAVE BEEN $1,891,000.Desc
Total Program Service Expenses$392,147,543TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
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 SecfalseReportInvestmentsOtherSecInd
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 ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsYes (true)TaxExemptBondsInd
Invest Tax Exempt 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 ContrifalseDeductibleNonCashContriInd
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 Document8932IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee4247EmployeeCnt
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 Members16GoverningBodyVotingMembersCnt
Independent Voting Member14IndependentVotingMemberCnt
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
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
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 (35 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
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
KATHLEEN H GOEPPINGER PHD
PRESIDENT, CEO, TRUSTEE40.01.0Yes (X)Yes (X)$1,826,086$0$52,562
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
TRUSTEE1.00.0Yes (X)$0$0$0
KEVIN D LEAHY FACHE
TRUSTEE1.01.0Yes (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 J BLEND PHD DO
TRUSTEE - retired December 13, 20231.00.0Yes (X)$0$0$0
MICHAEL M BOND DO
TRUSTEE1.00.0Yes (X)$0$0$0
MICHAEL P KAMRADT MBA
TRUSTEE1.00.0Yes (X)$0$0$0
NICHOLAS C ZAGOTTA JD
TRUSTEE1.00.0Yes (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)$474,002$0$37,736
ANGELA MARTY MA PHR
SR. VICE PRESIDENT ADMINISTRATION AND COMMUNICATIONS40.00.0Yes (X)$661,285$0$62,900
BARBARA L MCCLOUD ESQ
VICE PRESIDENT & GENERAL COUNSEL40.00.0Yes (X)$608,699$0$47,127
DANIEL TAPIA EdD
VICE PRESIDENT OF OPERATIONS40.00.0Yes (X)$528,147$0$62,818
GREGORY L O'COYNE CPA
VICE PRESIDENT, FINANCE40.01.0Yes (X)$464,769$0$62,346
JOSHUA C BAKER OD MS
SR. VICE PRESIDENT & CHIEF ACADEMIC OFFICER40.00.0Yes (X)$904,333$0$64,098
KAILA M DOUGHERTY OD FAAO
VICE PRESIDENT, CLINIC OPERATIONS40.00.0Yes (X)$502,820$0$62,467
MARY LEE PHARM D
VICE PRESIDENT, ASSISTANT TO THE PRESIDENT40.00.0Yes (X)$316,720$0$31,352
MATTHEW J SWEENEY CPA
ASSISTANT TREASURER, CFO, VICE PRESIDENT40.01.0Yes (X)$708,646$0$63,244
VICTORIA B FRANKS MAdm
VICE PRESIDENT, MULTICULTURAL AFFAIRS AND COMMUNITY OUTREACH40.00.0Yes (X)$194,947$0$40,749
YIR GLORIA YUEH PHD
VICE PRESIDENT, CHIEF ACADEMIC OFFICER40.00.0Yes (X)$573,326$0$62,924
HAROLD J HAERING DMD
DEAN, COLLEGE OF DENTAL MEDICINE - ILLINOIS40.00.0$569,579$0$54,872Yes (X)
LORI A KEMPER DO
DEAN OF MEDICINE - AZ40.00.0$555,970$0$55,004Yes (X)
MITCHELL R EMERSON PHD
DEAN, COLLEGES OF PHARMACY40.00.0$546,006$0$63,049Yes (X)
ROSS J KOSINSKI PHD
DEAN STUDENT SERVICES - Last Day of Work Dec 15, 202340.00.0$650,853$0$53,740Yes (X)
THOMAS A BOYLE DO
DEAN OF MEDICINE - IL40.00.0$552,669$0$54,967Yes (X)
KYLE H RAMSEY PHD
VICE PRESIDENT & CHIEF ACADEMIC OFFICER - Last Day of work June 30, 20230.00.0$624,693$0$47,957Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$11,263,550TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$979,912TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K666IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
CHANEN CONSTRUCTION
3300 N THIRD STPHOENIXAZ85067GENERAL CONTRACTOR$12,128,458
EPIC SYSTEMS CORPORATION
1979 Milky WayVeronaWI53593Healthcare management software/services$7,188,989
METRO CLEANING COMPANY
8349 W DESERT SPOONPeoriaAZ85383JANITORIAL SERVICES$3,762,326
DWL Architects Planners Inc
2333 North Central AvenuePhoenixAZ85004Architectural Services$3,155,564
Chartwells Dining Service
2400 Yorkmont RdCharlotteNC28217Cafeteria Services$2,432,024
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K88CntrctRcvdGreaterThan100KCnt
Fundraising$155,100FundraisingAmt
Government Grants$4,573,959GovernmentGrantsAmt
All Other Contributions$2,693,662AllOtherContributionsAmt
Noncash Contributions$16,906NoncashContributionsAmt
Total Contributions$7,422,721TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
TUITION & FEES611310$455,399,302$455,399,302
CLINICAL REVENUE621400$28,327,848$28,327,848
STUDENT HOUSING721310$4,853,787$4,853,787
Continuing Medical Education revenue611430$354,968$354,968

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$488,935,905TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$42,262,753TotalRevenueColumnAmt
Unrelated Business Revenue$75,633UnrelatedBusinessRevenueAmt
Exclusion$42,187,120ExclusionAmt

Rental Income Or Loss RentalIncomeOrLossGrp

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

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,347,174,745SecuritiesAmt
Other$2,000OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,349,874,245SecuritiesAmt
Other$2,527OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$2,699,500SecuritiesAmt
Other-$527OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$2,700,027TotalRevenueColumnAmt
Exclusion-$2,700,027ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$34,120FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$155,100ContriRptFundraisingEventAmt
Fundraising Direct Expenses$70,187FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$36,067TotalRevenueColumnAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion-$36,067ExclusionAmt
FieldValueIRS element (for citing)
Gaming Gross Income$7,365GamingGrossIncomeAmt
Gaming Direct Expenses$8,531GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column-$1,166TotalRevenueColumnAmt
Exclusion-$1,166ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtExclusionExclusionAmt
CO-FUNDED FACULTY561499$432,327$432,327
Student Loan Interest561499$560,760$560,760
Campus Rental531120$163,200$163,200

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$460,122TotalRevenueColumnAmt
Related Or Exempt Func Income$160,004RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$300,118ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$1,616,409OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$537,500,528TotalRevenueColumnAmt
Related Or Exempt Func Income$490,088,996RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$75,633UnrelatedBusinessRevenueAmt
Exclusion$39,913,178ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$72,950TotalAmt
Program Services$72,950ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$4,671,307TotalAmt
Program Services$4,671,307ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$8,069,636TotalAmt
Program Services$4,403,971ProgramServicesAmt
Management And General$3,665,665ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$200,245,284TotalAmt
Program Services$190,920,336ProgramServicesAmt
Management And General$8,954,075ManagementAndGeneralAmt
Fundraising$370,873FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$17,060,529TotalAmt
Program Services$16,130,571ProgramServicesAmt
Management And General$903,415ManagementAndGeneralAmt
Fundraising$26,543FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$29,602,632TotalAmt
Program Services$28,183,217ProgramServicesAmt
Management And General$1,378,895ManagementAndGeneralAmt
Fundraising$40,520FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$13,598,131TotalAmt
Program Services$12,773,469ProgramServicesAmt
Management And General$801,122ManagementAndGeneralAmt
Fundraising$23,540FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$4,649,110TotalAmt
Program Services$2,663,038ProgramServicesAmt
Management And General$1,986,072ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$725,672TotalAmt
Program Services$72,567ProgramServicesAmt
Management And General$653,105ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$245,327TotalAmt
Management And General$245,327ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$2,212,126TotalAmt
Program Services$198,917ProgramServicesAmt
Management And General$2,013,209ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$18,113,755TotalAmt
Program Services$16,197,280ProgramServicesAmt
Management And General$1,915,315ManagementAndGeneralAmt
Fundraising$1,160FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,492,866TotalAmt
Program Services$1,011,535ProgramServicesAmt
Management And General$308,951ManagementAndGeneralAmt
Fundraising$172,380FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$21,611,402TotalAmt
Program Services$19,841,300ProgramServicesAmt
Management And General$1,765,686ManagementAndGeneralAmt
Fundraising$4,416FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$4,520,719TotalAmt
Program Services$4,393,762ProgramServicesAmt
Management And General$126,957ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$8,756,097TotalAmt
Program Services$8,324,464ProgramServicesAmt
Management And General$431,633ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,726,198TotalAmt
Program Services$1,539,245ProgramServicesAmt
Management And General$186,953ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,669,657TotalAmt
Program Services$1,635,187ProgramServicesAmt
Management And General$34,470ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$2,989,785TotalAmt
Program Services$2,886,845ProgramServicesAmt
Management And General$102,940ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$42,191,811TotalAmt
Program Services$41,273,609ProgramServicesAmt
Management And General$918,202ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$4,211,751TotalAmt
Program Services$2,262,867ProgramServicesAmt
Management And General$1,948,884ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
CLINICAL FACULTY SERVICES$9,593,169$9,593,169
STUDENT HOUSING EXPENSE$6,402,119$6,402,119
Other Operating Expense$4,086,645$3,293,931$792,714
BOOKS & PERIODICALS$2,740,444$2,740,224$220

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$11,500,656TotalAmt
Program Services$10,661,663ProgramServicesAmt
Management And General$744,943ManagementAndGeneralAmt
Fundraising$94,050FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$422,759,778TotalAmt
Program Services$392,147,543ProgramServicesAmt
Management And General$29,878,753ManagementAndGeneralAmt
Fundraising$733,482FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$26,106,722BOYAmt
EOY$28,277,783EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,195,140BOYAmt
EOY$2,572,858EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$5,413,366BOYAmt
EOY$7,664,226EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

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

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

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

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$1,709,702BOYAmt
EOY$1,755,622EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$6,608,056BOYAmt
EOY$7,418,755EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,348,590,313LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$560,141,276LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$736,184,897BOYAmt
EOY$788,449,037EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$1,028,592,815BOYAmt
EOY$1,089,253,203EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$79,575,208BOYAmt
EOY$103,859,013EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$27,362,214BOYAmt
EOY$25,501,555EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$28,361,926BOYAmt
EOY$36,109,075EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,942,110,046BOYAmt
EOY$2,090,861,127EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$54,898,242BOYAmt
EOY$61,911,542EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$1,393,532BOYAmt
EOY$1,174,632EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$51,814,834BOYAmt
EOY$51,003,513EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$129,124,636BOYAmt
EOY$119,176,621EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

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

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$42,881,386BOYAmt
EOY$45,874,665EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$280,112,630BOYAmt
EOY$279,140,973EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,629,925,670BOYAmt
EOY$1,778,154,061EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$32,071,746BOYAmt
EOY$33,566,093EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,661,997,416BOYAmt
EOY$1,811,720,154EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,942,110,046BOYAmt
EOY$2,090,861,127EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$114,740,750ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$32,962,660NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$2,019,328OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6,100,212CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$9,288,854CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$19,470,266CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$8,137,080CurrentTaxYearMinus1YearAmt
Current Tax Year$7,422,721CurrentTaxYearAmt
Total$50,419,133TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6,100,212CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$9,288,854CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$19,470,266CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$8,137,080CurrentTaxYearMinus1YearAmt
Current Tax Year$7,422,721CurrentTaxYearAmt
Total$50,419,133TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$6,538,931SubstantialContributorsTotAmt
Public Support Total170$43,880,202PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$11,719,022CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6,558,720CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$10,284,382CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$23,138,328CurrentTaxYearMinus1YearAmt
Current Tax Year$42,262,753CurrentTaxYearAmt
Total$93,963,205TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$806,678CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$564,948CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$379,690CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$359,801CurrentTaxYearMinus1YearAmt
Current Tax Year$504,803CurrentTaxYearAmt
Total$2,615,920TotalAmt
FieldValueIRS element (for citing)
Total Support$146,998,258TotalSupportAmt
Gross Receipts Rltd Activities$2,395,986,181GrossReceiptsRltdActivitiesAmt
Public Support CY1700.2985PublicSupportCY170Pct
Public Support PY1700.3463PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests PY170Yes (X)ThirtyThrPctSuprtTestsPY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule A, Part II, Line 10 Other IncomeFormAndLineReferenceDesc
ExplanationDESCRIPTION - WASHING MACHINE REVENUE, COLUMN A - 11599.0, COLUMN B - 9465.0, COLUMN C - 6553.0, COLUMN D - 0.0, COLUMN E - 0.0, COLUMN F - 27617.0; DESCRIPTION - CAMPUS RENTAL, COLUMN A - 31075.0, COLUMN B - 39825.0, COLUMN C - 13575.0, COLUMN D - 74533.0, COLUMN E - 163200.0, COLUMN F - 322208.0; DESCRIPTION - MISCELLANEOUS REVENUE, COLUMN A - 499864.0, COLUMN B - 360199.0, COLUMN C - 53665.0, COLUMN D - 54020.0, COLUMN E - 129005.0, COLUMN F - 1096753.0; DESCRIPTION - CREDIT CARD FEE REVENUE SHARE, COLUMN A - 165876.0, COLUMN B - 102609.0, COLUMN C - 129152.0, COLUMN D - 161140.0, COLUMN E - 140698.0, COLUMN F - 699475.0; DESCRIPTION - LATE CHARGES, COLUMN A - 11259.0, COLUMN B - 16157.0, COLUMN C - 31672.0, COLUMN D - 21991.0, COLUMN E - 26924.0, COLUMN F - 108003.0; DESCRIPTION - CONVENIENCE CHARGE REVENUE, COLUMN A - 3637.0, COLUMN B - 929.0, COLUMN C - 3703.0, COLUMN D - 2407.0, COLUMN E - 3177.0, COLUMN F - 13853.0; DESCRIPTION - FITNESS PROGRAM REVENUE, COLUMN A - 5905.0, COLUMN B - 455.0, COLUMN C - 4870.0, COLUMN D - 4535.0, COLUMN E - 3685.0, COLUMN F - 19450.0; DESCRIPTION - VENDING MACHINES REVENUE, COLUMN A - 3354.0, COLUMN B - 0.0, COLUMN C - 5596.0, COLUMN D - 8359.0, COLUMN E - 6698.0, COLUMN F - 24007.0; DESCRIPTION - PENALTY CHARGES, COLUMN A - 6489.0, COLUMN B - -3435.0, COLUMN C - 321.0, COLUMN D - 181.0, COLUMN E - 138.0, COLUMN F - 3694.0; DESCRIPTION - PARKING FINES, COLUMN A - 4780.0, COLUMN B - 470.0, COLUMN C - 5745.0, COLUMN D - 3000.0, COLUMN E - 2015.0, COLUMN F - 16010.0; DESCRIPTION - RETURNED CHECK FEES, COLUMN A - -255.0, COLUMN B - -210.0, COLUMN C - -30.0, COLUMN D - -120.0, COLUMN E - -33237.0, COLUMN F - -33852.0; DESCRIPTION - COPY CENTER CHGS, COLUMN A - 1161.0, COLUMN B - 880.0, COLUMN C - 914.0, COLUMN D - 826.0, COLUMN E - 2119.0, COLUMN F - 5900.0; DESCRIPTION - LATE-FEE HEALTH INSURANCE, COLUMN A - 6265.0, COLUMN B - 0.0, COLUMN C - 0.0, COLUMN D - 0.0, COLUMN E - 0.0, COLUMN F - 6265.0; DESCRIPTION - GROSS INCOME FROM FUNDRAISING EVENTS, COLUMN A - 55669.0, COLUMN B - 0.0, COLUMN C - 18429.0, COLUMN D - 13958.0, COLUMN E - 34120.0, COLUMN F - 122176.0; DESCRIPTION - GROSS INCOME FROM GAMING ACTIVITIES, COLUMN A - 0.0, COLUMN B - 0.0, COLUMN C - , COLUMN D - 14971.0, COLUMN E - 7365.0, COLUMN F - 22336.0; DESCRIPTION - CONTRACT SERVICE REVENUE, COLUMN A - 0.0, COLUMN B - 0.0, COLUMN C - 0.0, COLUMN D - 0.0, COLUMN E - 18896.0, COLUMN F - 18896.0; DESCRIPTION - INSURANCE PREMIUM INCOME, COLUMN A - 0.0, COLUMN B - 37604.0, COLUMN C - 105525.0, COLUMN D - 0.0, COLUMN E - 0.0, COLUMN F - 143129.0;ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

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

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
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$243,327OtherActivitiesAmt
Total Lobbying Expenditures$245,327TotalLobbyingExpendituresAmt
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$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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$16,883,400BeginningYearBalanceAmt
Contributions$1,452,202ContributionsAmt
Investment Earnings Or Losses$2,082,715InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,380,209GrantsOrScholarshipsAmt
Other Expenditures$592,469OtherExpendituresAmt
Administrative Expenses$110,037AdministrativeExpensesAmt
End Year Balance$18,335,602EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.0BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.3046PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.6954TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$57,835,601OtherCostOrOtherBasisAmt
Book Value$57,835,601BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,022,086,887OtherCostOrOtherBasisAmt
Depreciation$399,120,102DepreciationAmt
Book Value$622,966,785BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$209,922,998OtherCostOrOtherBasisAmt
Depreciation$161,021,174DepreciationAmt
Book Value$48,901,824BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$58,744,827OtherCostOrOtherBasisAmt
Book Value$58,744,827BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$788,449,037TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)

DescDescAmtAmt
OTHER CURRENT LIABILITIES$10,681,647
SELF-INSURANCE LIABILITIES$8,826,400
REFUNDABLE FEDERAL STUDENT LOAN$12,918,842
RETIREE BENEFITS$4,782,377
Lease Obligation$2,583,662
Interest Rate Protection Agreements$6,081,737
FieldValueIRS element (for citing)
Total Liability$45,874,665TotalLiabilityAmt

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$71,361,000
North America (Canada & Mexico only)00InvestmentsN/A$1,363,000
Europe (Including Iceland and Greenland)00InvestmentsN/A$4,496,000
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$77,220,000SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$77,220,000TotalSpentAmt
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)
Event1AZ Evening of InspirationEvent1Nm
Gross Receipts Event1$77,300GrossReceiptsEvent1Amt
Charitable Contri Event1$64,500CharitableContriEvent1Amt
Gross Revenue Event1$12,800GrossRevenueEvent1Amt
Rent Facility Costs Event1$767RentFacilityCostsEvent1Amt
Food And Beverage Event1$4,547FoodAndBeverageEvent1Amt
Entertainment Event1$8,979EntertainmentEvent1Amt
Other Direct Expenses Event1$5,906OtherDirectExpensesEvent1Amt
Event2DG Golf OutingEvent2Nm
Gross Receipts Event2$62,110GrossReceiptsEvent2Amt
Charitable Contri Event2$51,110CharitableContriEvent2Amt
Gross Revenue Event2$11,000GrossRevenueEvent2Amt
Non Cash Prizes Event2$2,054NonCashPrizesEvent2Amt
Rent Facility Costs Event2$11,321RentFacilityCostsEvent2Amt
Food And Beverage Event2$7,571FoodAndBeverageEvent2Amt
Other Direct Expenses Event2$4,276OtherDirectExpensesEvent2Amt
Other Events Total1OtherEventsTotalCnt
Gross Receipts Other Events$49,810GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$39,490CharitableContriOtherEventsAmt
Gross Revenue Other Events$10,320GrossRevenueOtherEventsAmt
Non Cash Prizes Other Events$2,038NonCashPrizesOtherEventsAmt
Rent Fclty Costs Other Events$7,800RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events$5,400FoodAndBeverageOtherEventsAmt
Oth Direct Expnss Other Events$9,528OthDirectExpnssOtherEventsAmt
Gross Receipts Total$189,220GrossReceiptsTotalAmt
Charitable Contributions Tot$155,100CharitableContributionsTotAmt
Gross Revenue Total Events$34,120GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$4,092NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$19,888RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$17,518FoodAndBeverageTotalEventsAmt
Entertainment Total Events$8,979EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$19,710OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$70,187DirectExpenseSummaryEventsAmt
Net Income Summary-$36,067NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
Indian American Medical Association Charitable Foundation
2645 WEST PETERSON AVECHICAGOIL60659363910201501(c)(3)$20,000General Support
Health and Medicine Policy Research Group
29 E MADISON STREET RM/STE 602ChicagoIL60602363143826501(c)(3)$6,500Schweitzer Fellows Program
Arizona Veterans Research and Education Foundation
650 E Indian School Rd RS151BPhoenixAZ85012860907729501(c)(3)$35,000Educational Support
FieldValueIRS element (for citing)
Total501c3 Org3Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

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

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
STUDENT SCHOLARSHIPS, AWARDS, & GRANTS163$259,543
STUDENT NEED-BASED SCHOLARSHIPS567$4,386,185
STUDENT LOAN FORGIVENESS11$25,579

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 funds.MIDWESTERN 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 PaymentfalseSeverancePaymentInd
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
KATHLEEN H GOEPPINGER PHD
PRESIDENT, CEO, TRUSTEE$973,199$0$606,015$0$246,872$0$33,000$0$19,562$0$1,878,648$0$0$0
KYLE H RAMSEY PHD
VICE PRESIDENT & CHIEF ACADEMIC OFFICER - Last Day of work June 30, 2023$243,634$0$138,084$0$242,975$0$33,000$0$14,957$0$672,650$0$0$0
MARY LEE PHARM D
VICE PRESIDENT, ASSISTANT TO THE PRESIDENT$279,505$0$0$0$37,215$0$28,032$0$3,320$0$348,072$0$0$0
ANGELA MARTY MA PHR
SR. VICE PRESIDENT ADMINISTRATION AND COMMUNICATIONS$372,423$0$163,800$0$125,062$0$33,000$0$29,900$0$724,185$0$0$0
BARBARA L MCCLOUD ESQ
VICE PRESIDENT & GENERAL COUNSEL$449,917$0$83,673$0$75,109$0$33,000$0$14,127$0$655,826$0$0$0
JOSHUA C BAKER OD MS
SR. VICE PRESIDENT & CHIEF ACADEMIC OFFICER$540,942$0$273,846$0$89,545$0$33,000$0$31,098$0$968,431$0$0$0
MATTHEW J SWEENEY CPA
ASSISTANT TREASURER, CFO, VICE PRESIDENT$435,042$0$240,375$0$33,229$0$33,000$0$30,244$0$771,890$0$0$0
GREGORY L O'COYNE CPA
VICE PRESIDENT, FINANCE$332,210$0$122,912$0$9,647$0$33,000$0$29,346$0$527,115$0$0$0
DANIEL TAPIA EdD
VICE PRESIDENT OF OPERATIONS$376,436$0$132,347$0$19,364$0$33,000$0$29,818$0$590,965$0$0$0
AMY GIBSON MS PHR SHRM-SCP
VICE PRESIDENT, HUMAN RESOURCES GANIZATIONAL DEVELOPMENT$367,907$0$95,550$0$10,545$0$33,000$0$4,736$0$511,738$0$0$0
KAILA M DOUGHERTY OD FAAO
VICE PRESIDENT, CLINIC OPERATIONS$362,316$0$126,603$0$13,901$0$33,000$0$29,467$0$565,287$0$0$0
YIR GLORIA YUEH PHD
VICE PRESIDENT, CHIEF ACADEMIC OFFICER$427,665$0$106,400$0$39,261$0$33,000$0$29,924$0$636,250$0$0$0
VICTORIA B FRANKS MAdm
VICE PRESIDENT, MULTICULTURAL AFFAIRS AND COMMUNITY OUTREACH$190,509$0$0$0$4,438$0$20,198$0$20,551$0$235,696$0$0$0
ROSS J KOSINSKI PHD
DEAN STUDENT SERVICES - Last Day of Work Dec 15, 2023$314,832$0$106,633$0$229,388$0$33,000$0$20,740$0$704,593$0$0$0
MITCHELL R EMERSON PHD
DEAN, COLLEGES OF PHARMACY$401,146$0$92,905$0$51,955$0$33,000$0$30,049$0$609,055$0$0$0
THOMAS A BOYLE DO
DEAN OF MEDICINE - IL$402,682$0$88,529$0$61,458$0$33,000$0$21,967$0$607,636$0$0$0
LORI A KEMPER DO
DEAN OF MEDICINE - AZ$408,305$0$85,475$0$62,190$0$33,000$0$22,004$0$610,974$0$0$0
HAROLD J HAERING DMD
DEAN, COLLEGE OF DENTAL MEDICINE - ILLINOIS$395,963$0$112,545$0$61,071$0$33,000$0$21,872$0$624,451$0$0$0

Supplemental Information Detail SupplementalInformationDetail (4 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 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: ANGELA MARTY, SENIOR VP, ADMINISTRATION AND COMMUNICATIONS $500 JOSHUA BAKER, VP, CAO OPTOMETRY, PHARMACY, AND VETERINARY EDUCATION $500 BARBARA L. MCCLOUD ESQ, VP & GENERAL COUNSEL $550 MATTHEW J SWEENEY, ASSISTANT TREASURER/CFO/SENIOR VP $500 DANIEL TAPIA, VICE PRESIDENT OF OPERATIONS $650 GREGORY L O'COYNE, VP FINANCE $575 AMY GIBSON, VICE PRESIDENT, HUMAN RESOURCES AND ORGANIZATIONAL DEVELOPMENT $750 KAILA M DOUGHERTY, VICE PRESIDENT, CLINIC OPERATIONS $550 MITCHELL EMERSON, DEAN, COLLEGE OF PHARMACY $525 YIR GLORIA YUEH, VICE PRESIDENT AND CHIEF ACADEMIC OFFICER $450 VICTORIA FRANKS, VICE PRESIDENT, MULTICULTURAL AFFAIRS AND COMMUNITY OUTREACH $775
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$47,665,000$0$106,430,000$0$0$0$0$0$0$30,000,000$76,430,000$02013Yes (true)falseYes (true)Yes (true)
B$14,090,000$0$54,990,070$5,237,271$0$0$0$0$0$49,490,087$266,712$02020Yes (true)falseYes (true)Yes (true)
C$10,344,366$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 PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
AfalsefalseYes (true)Yes (true)Yes (true)Yes (true)0.00.00.0falsefalseYes (true)
BfalsefalseYes (true)Yes (true)Yes (true)Yes (true)0.00.00.0falsefalseYes (true)
CfalsefalseYes (true)Yes (true)Yes (true)Yes (true)0.00.00.0falsefalseYes (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 RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsIndTerm Of HedgeTermOfHedgePctSuperintegrated HedgeSuperintegratedHedgeIndHedge TerminatedHedgeTerminatedInd
(no name)
AfalsefalsefalseYes (true)Yes (true)falsefalsefalseYes (true)
ROYAL BANK OF CANADA
BfalseYes (true)falsefalsefalseYes (true)falsefalseYes (true)3.2Yes (true)Yes (true)
Royal Bank of Canada
CfalseYes (true)Yes (true)Yes (true)falseYes (true)falsefalseYes (true)1.8falseYes (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 11/13/2024
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 04/25/2024

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$31,287,461TransactionAmt
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 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 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 PRESENTING TO THE BOARD OF TRUSTEES. THE 990 IS PRESENTED 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 RevenueCredit card fee revenue share - Total Revenue: 140698, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 140698; Miscellaneous Revenue - Total Revenue: 129005, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 129005; Misc Student Fees - Total Revenue: 66146, Related or Exempt Function Revenue: 66146, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Misc Housing Fees - Total Revenue: 32760, Related or Exempt Function Revenue: 32760, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Alumni Association Dues - Total Revenue: 29153, Related or Exempt Function Revenue: 29153, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Late Charges - Total Revenue: 26924, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 26924; Contract Service Revenue - Total Revenue: 18896, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 18896; Library Services - Total Revenue: 16959, Related or Exempt Function Revenue: 16959, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Bookstore - Total Revenue: 14986, Related or Exempt Function Revenue: 14986, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Vending Machines Revenue - Total Revenue: 6698, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 6698; Fitness Program - Total Revenue: 3685, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 3685; Convenience Charge Revenue - Total Revenue: 3177, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 3177; Copy Center Chgs Revenue - Total Revenue: 2119, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 2119; Parking Fines - Total Revenue: 2015, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 2015; Penalty Charges - Total Revenue: 138, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 138; Returned Check Fee - Total Revenue: -33237, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: -33237;
Form 990, Part XI, Line 9 Other changes in net assets or fund balancesChange in Unrealized Gain on interest rate protection agreements - 2173042; Net asset transfer (to) from affiliates - -145339; NonCash Contributions - -8375;
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.
Part VI, LIne 15 A and B OFFICERS & POSITIONS FOR WHICH PROCESS WAS USED, & YEAR PROCESS WAS BEGUNMIDWESTERN 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.

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 OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (4 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
MIDWESTERN UNIVERSITY PROPERTIES CORP
R$168,913CASH
Midwestern University Foundation
P$145,339Cash
Midwestern University Foundation
R$35,022,611Accrual
Midwestern University Foundation
Q$41,886,287Accrual